2023-08-23T11:06:37-07:00 2022-12-31 941138201 KOKJER PIEROTTI MAIOCCO &DUCK 333 PINE ST 5TH FLOOR SAN FRANCISCO CA 94104 990PF 2022-01-01 946098887 HARDEN FOUNDATION HARD 8314423005 PO BOX 779 SALINAS CA 93902 Joseph Grainger Executive Director 2023-08-21 true Joseph Grainger 999009999 true Richard Pierotti P00314987 4159814224 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 71117165 X X 12841 12841 1088110 1088110 119130 119130 72594 4068538 22120672 4068538 -15989139 -10700520 5288619 284893 134051 150842 109670 109670 151028 54056 96267 4060 3900 160 56040 21238 34802 416658 416658 -123325 8020 23339 166859 2203 38607 12020 26022 5166 2178 2865 5000 1700 3300 256775 73969 135934 1371431 729993 583201 2293500 3056000 3664931 729993 3639201 -14365451 4558626 453756 407153 407153 1713700 2834223 2834223 47498 43911 47498 47498 17235 16255 16255 1662499 1342651 1342651 61958812 42795404 42795404 450230 3705332 3705332 8344347 3654640 4850725 4689707 19878709 37940 26575 89940 71188808 55864798 71117165 12156 12428 2223150 1485523 39710 39710 1269126 1047922 3544142 2585583 X 67644666 53279215 67644666 53279215 71188808 55864798 67644666 -14365451 53279215 53279215 UBS SCHEDULE Attached P 2021-01-01 2022-12-31 22120672 18052134 4068538 4068538 4068538 63365 63365 63365 89940 89940 X 26575 26575 false false false false false false false true true CA true false false false false true http://www.hardenfoundation.org JOSEPH C GRAINGER 8314423005 1636 ERCIA STREET SALINAS CA 93906 false false false false false false false false false false false false false false false false false false false false false false LINDA TAYLOR 150 Main Street Suite 400 SALINAS CA 93901 President 0.00 0 LYDIA M TORRES 310 THIRD STREET SOLEDAD CA 93960 NON-VOTING/NBM 40.00 83958 24127 CHRIS DALMAN 21635 ORD AVENUE MARINA CA 93933 V.P./SECRETARY 0.00 0 TOM BRYAN PO BOX 6296 CARMEL CA 93921 Vice President 0.00 0 JOSEPH C GRAINGER 19667 WOODCREST DRIVE SALINAS CA 93908 EXEC. DIRECTOR 40.00 200936 88960 MIKE ANTLE PO BOX 4070 SALINAS CA 93912 VP & TREASURER 0.00 0 MARIA HOLGUIN-GUERRERO 1636 ERCIA ST SALINAS CA 93906 PROG OFFICER 40.00 109670 37897 UBS FINANCIAL SERVICES INC 200 CLOCK TOWER PLACE SUITE C-100 CARMEL CA 939238680 INVESTMENT MANAGER 152281 REIK & CO LLC 15th West 53rd St New York NY 10019 INVESTMENT MANAGER 90092 THE LONDON CO 1800 BAYBERRY COURT SUITE 301 RICHMOND VA 23226 INVESTMENT MANAGER 103201 JP MORGAN 560 MISSION ST STE 2400 LOS ANGELES CA 94105 INVESTMENT MANAGER 70084 MASTER LANDSCAPES PO BOX 223188 CARMEL CA 93922 YARD MAINTENANCE 67280 THE HARDEN FOUNDATION IS NOT INVOLVED IN THE DIRECT ACTIVE CONDUCT OF CHARITABLE ACTIVITIES. THE FOUNDATION PROVIDES SUPPORT TO 501(C)(3) ORGANIZATIONS WITH A DEMONSTRATED ABILITY TO PROVIDE MEANINGFUL AND MEASURABLE ONGOING BENEFITS TO THE PEOPLE OF MONTEREY COUNTY, CALIFORNIA. AFTER GRANTING SUPPORT, HARDEN FOUNDATION DOES NOT MAINTAIN SIGNIFICANT INVOLVEMENT WITH THE GRANTEE ORGANIZATION. 0 50799661 3318629 14855415 68973705 0 68973705 1034606 67939099 3396955 3396955 63365 63365 3333590 3333590 3333590 3639201 5841 3645042 3333590 291656 255687 1663345 209584 2420272 3645042 0 3333590 311452 2731724 0 291656 2440068 255687 1663345 209584 311452 JOSEPH GRAINGER PO BOX 779 SALINAS CA 93902 8314423005 joe@hardenfoundation.org SEE ATTACHED "GUIDELINES FOR GRANT APPLICANTS" SEE ATTACHED "GUIDELINES FOR GRANT APPLICANTS" SEE ATTACHED "GUIDELINES FOR GRANT APPLICANTS" SCHEDULE ATTACHED PO BOX 779 SALINAS CA 93902 NOT APPLICABLE PUBLIC SCHEDULE ATTACHED 3056000 3056000 SCHEDULE ATTACHED PO BOX 779 Salinas CA 93902 NOT APPLICABLE PUBLIC Schedule Attached. 577500 577500 14 12841 14 1088110 16 72594 3375 1 4068538 FMV ADJUSTMENT-SECURITIES 1 -15992514 -10747056 -10747056 1 NOT APPLICABLE false false false false false false false false false false KOKJER, PIEROTTI, MAIOCCO & DUCK LLP 39890 13163 0 26727 MOSS ADAMS LLP 16150 8075 0 8075 Furniture and Fixtures 322366 315479 6887 6886 Improvements 6630984 3339161 3291823 3291823 Land 1390997 1390997 16580000 OTTONE LEACH & RAY LLP 4060 3900 0 160 EXCISE TAX OVERPAYMENT 37940 26575 89940 ALARM EXPENSES 804 303 729 BANK CHARGES 31 31 COMPUTER & SOFTWARE SUPPORT EXPENSE 8666 2860 5806 DUES & SUBSCRIPTIONS 14393 12937 GRANT EXPENSE 24873 HOUSE SUPPLIES 379 379 INSURANCE 31919 16668 15804 INSURANCE-RENTAL ALLOCATION -8801 -8801 OFFICE EXPENSES 2593 571 419 OFFICE SUPPLIES 4967 1516 3344 Rental Expenses 46536 46536 REPAIRS & MAINTENANCE 104233 12579 73034 SALINAS VALLEY MEMORIAL HOSP.-FLOWERS 3005 3005 STATE COMPENSATION INSURANCE 1333 227 UTILITIES-HOUSE 21844 1510 20446 FMV ADJUSTMENT-SECURITIES -15992514 Other Investment Income 3375 RANCH 4 SALES DEPOSIT 950000 950000 DEFERRED EXCISE TAX 319126 97921 Rounding 1 APPRAISAL FEE 1000 1000 0 0 JP MORGAN - MANAGEMENT FEES 70084 70084 0 0 REIK-INVESTMENT MANAGEMENT FEES 90092 90092 0 0 THE LONDON CO. - MANAGEMENT FEES 103201 103201 0 0 UBS - INVESTMENT MANAGEMENT 152281 152281 0 0 2022 EXCISE TAX -INVESTMENT INCOME 157840 ATTORNEY GENERAL 400 400 PAYROLL TAXES 27185 5651 18378 REAL ESTATE TAXES 44665 40104 4561 REAL ESTATE TAXES-RENTAL ALLOCATION 37735 -37735