HEARTHILL FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HEARTHILL FAMILY FOUNDATION (EIN 46-6272983)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-19
- IRS object ID
- 202622319349101102
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-19T13:52:58-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611961690 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HT FAMILY SELECT SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIFTH AVENUE 7TH FLOOR | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466272983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEARTHILL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 4153771070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3985 WOODSIDE ROAD | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HERSHBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4153771070 | PhoneNum |
| Signature | 2026-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD D KAHN | PreparerPersonNm |
| PTIN | P01282610 | PTIN |
| Phone | 7812904900 | PhoneNum |
| Preparation | 2026-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,058,147 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $364,657 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $363,132 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $474,692 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,690,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $474,692 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $839,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $837,824 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $23,777 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,777 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,964 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,964 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,741 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,741 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $890,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $890,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $984,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,741 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $890,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$144,922 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $759,083 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $989,260 | CashBOYAmt |
| Cash EOY | $833,752 | CashEOYAmt |
| Cash EOYFMV | $833,752 | CashEOYFMVAmt |
| Other Assets BOY | $11,289,533 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,462,167 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $17,224,395 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,278,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,295,919 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,058,147 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,278,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,295,919 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,278,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,295,919 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,278,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,295,919 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,278,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$144,922 | ExcessRevenueOverExpensesAmt |
| Other Increases | $162,048 | OtherIncreasesAmt |
| Subtotal | $12,295,919 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,295,919 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB 4502 - SHORT | P | 2025-01-02 | 2025-12-31 | $63,215 | $57,824 | $5,391 | $5,391 |
| SCHWAB 4502 - SHORT | P | 2025-01-02 | 2025-12-31 | $79 | $79 | $79 | |
| SCHWAB 4502 - LONG | P | 2024-01-02 | 2025-12-31 | $341,163 | $207,796 | $133,367 | $133,367 |
| SCHWAB 4502 - LONG | P | 2024-01-02 | 2025-12-31 | $16,127 | $6,891 | $9,236 | $9,236 |
| SCHWAB 6435 - SHORT | P | 2025-01-02 | 2025-12-31 | $170,040 | $163,007 | $7,033 | $7,033 |
| SCHWAB 6435 - LONG | P | 2024-01-02 | 2025-12-31 | $345,566 | $209,314 | $136,252 | $136,252 |
| SCHWAB 7623 - LONG | P | 2024-01-02 | 2025-12-31 | $690,863 | $570,805 | $120,058 | $120,058 |
| SCHWAB 4502 - SHORT | P | 2025-01-02 | 2025-12-31 | $14 | $14 | $0 | $0 |
| SCHWAB 4502 - LONG | P | 2024-01-02 | 2025-12-31 | $34 | $28 | $6 | $6 |
| SCHWAB 6435 - SHORT | P | 2025-01-02 | 2025-12-31 | $8 | $7 | $1 | $1 |
| SCHWAB 6435 - LONG | P | 2024-01-02 | 2025-12-31 | $17 | $12 | $5 | $5 |
| CAPITAL GAINS DIVIDENDS | P | $63,264 | $63,264 | $63,264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $474,692 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,551 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,551 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,551 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,698 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,698 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,147 | OverpaymentAmt |
| Applied To ES Tax | $17,147 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID HERSHBERG | IndividualWithBooksNm |
| Phone | 4153771070 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3985 WOODSIDE ROAD | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JONATHAN HERSHBERG | ||||||||
| 2298 PACIFIC AVE 7 | SAN FRANCISCO | CA | 94115 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MARIE-CLAUDE HERSHBERG | ||||||||
| 2298 PACIFIC AVE 7 | SAN FRANCISCO | CA | 94115 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| DAVID Y HERSHBERG | ||||||||
| 3985 WOODSIDE ROAD | WOODSIDE | CA | 94062 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,534,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $978,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,512,535 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,512,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,688 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,249,847 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $862,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $862,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,551 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,551 | TotalTaxAmt |
| Distributable Before Adj | $851,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $851,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $851,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $890,530 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $890,530 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $851,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $792,483 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $890,530 | QualifyingDistributionsAmt |
| Applied To Year1 | $792,483 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $753,894 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID HERSHBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3985 WOODSIDE ROAD | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4153771070 | RecipientPhoneNum |
| Form And Info And Materials | NO FORM FOR APPLICATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASIAN LAW CAUCUS | |||||||
| 55 COLUMBUS AVENUE | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL FUND | $50,634 |
| BERKELEY UNDERGROUND SCHOLARS | |||||||
| 2400C BANCROFT WAY | BERKELEY | CA | 94704 | NONE | PC | GENERAL FUND | $51,096 |
| CANAL ALLIANCE | |||||||
| 91 LARSPUR STREET | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL FUND | $51,096 |
| CENTER FOR YOUNG WOMEN'S DEVELOPMENT | |||||||
| 832 FOLSOM ST 700 | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL FUND | $25,000 |
| CENTRAL AMERICAN RESOURCE CENTER | |||||||
| 2845 W 7TH STREET | LOS ANGELES | CA | 90005 | NONE | PC | GENERAL FUND | $50,000 |
| CHILDRENS HEALTH COUNCIL | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | NONE | PC | GENERAL FUND | $10,000 |
| COMMUNITY GATEPATH | |||||||
| 899 STANTON ROAD | BURLINGAME | CA | 94010 | NONE | PC | GENERAL FUND | $30,652 |
| COMMUNITY INITIATIVES FOR MISSION SCIENCE | |||||||
| 1000 BROADWAY | OAKLAND | CA | 94607 | NONE | PC | GENERAL FUND | $10,000 |
| COMMUNITY INITIATIVES IMMIGRANTS RISING | |||||||
| 1000 BROADWAY | OAKLAND | CA | 94607 | NONE | PC | GENERAL FUND | $25,317 |
| COMMUNITY MUSIC CENTER | |||||||
| 544 CAPP STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL FUND | $10,207 |
| COMPASS FAMILY SERVICES | |||||||
| 49 POWELL STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL FUND | $25,548 |
| FAMILY SERVICE AGENCY (FELTON INST) | |||||||
| 1500 FRANKLIN STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | GENERAL FUND | $50,634 |
| JEWISH FAMILY & CHILDREN SERVICES | |||||||
| 2150 POST STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL FUND | $51,096 |
| LAWYERS COMMITTEE FOR CIVIL RIGHTS | |||||||
| 1500K STREET NW SUITE 900 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL FUND | $10,115 |
| MISSION NEIGHBORHOOD CENTERS | |||||||
| 362 CAPP STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL FUND | $25,000 |
| PARENTS HELPING PARENTS | |||||||
| 1400 PARKMOOR AVE SUITE 100 | SAN JOSE | CA | 95126 | NONE | PC | GENERAL FUND | $75,981 |
| PETS LIFELINE | |||||||
| 19686 8TH STREET EAST SUITE 100 | SONOMA | CA | 95476 | NONE | PC | GENERAL FUND | $15,000 |
| SAN FRANCISCO FOUNDATION | |||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL FUND | $15,000 |
| SAN FRANCISCO STATE UNIVERSITY - PROJECT REBOUND | |||||||
| 1650 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | NONE | PC | GENERAL FUND | $25,000 |
| SANDY HOOK PROMISE | |||||||
| 14 CHURCH HILL ROAD | NEWTOWN | CT | 06470 | NONE | PC | GENERAL FUND | $51,222 |
| SCHWAB CHARITABLE | |||||||
| 1958 SUMMIT PARK DRIVE | ORLANDO | FL | 32810 | NONE | PC | GENERAL FUND | $100,000 |
| SONOMA MENTORING ALLIANCE | |||||||
| 276 EAST NAPA STREET | SONOMA | CA | 95476 | NONE | PC | GENERAL FUND | $10,000 |
| SONOMA VALLEY EDUCATION FOUNDATION | |||||||
| 17850 RAILROAD AVE | SONOMA | CA | 95476 | NONE | PC | GENERAL FUND | $5,000 |
| SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES | |||||||
| 1663 MISSION STREET SUITE 700 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL FUND | $51,096 |
| SUTTER HEALTH | |||||||
| 3700 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL FUND | $50,634 |
| UPWARDLY GLOBAL | |||||||
| 585 MARKET STREET | SAN FRANCISCO | CA | 94101 | NONE | PC | GENERAL FUND | $15,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $890,530 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $364,657 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $474,692 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $839,349 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $839,349 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITIES AND MUTUAL FUNDS | Desc |
| BOY Book Value | $11,289,533 | BOYBookValueAmt |
| EOY Book Value | $11,462,167 | EOYBookValueAmt |
| EOYFMV | $17,224,395 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $59,696 | $59,696 | $0 |
| DEPT OF JUSTICE FEES FILING FEE | $100 | $100 | $0 |
| MASSACHUSETTS FILING FEE | $125 | $125 | $0 |
| CHECK SERVICE FEES | $43 | $43 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX VS. BOOK TIMING ADJUSTMENT | Desc |
| Amt | $162,048 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $15,000 | $0 | $0 |
| FOREIGN TAXES | $8,777 | $8,777 | $0 |
Comments