CLARENCE E HELLER CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CLARENCE E HELLER CHARITABLE FOUNDATION (EIN 94-2814266)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202303139349101875
- Schema version
- 2022v5.0
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T16:26:03-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E RANDOLPH ST STE 5500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942814266 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARENCE E HELLER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 4159899839 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 190758 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE HIRSCH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4159899839 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | HIRSCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY K MOEN | PreparerPersonNm |
| PTIN | P01800653 | PTIN |
| Phone | 6179881000 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $66,936,613 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Net Invst Incm | $832,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,476,456 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,476,456 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,009 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $336,515 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $21,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,645,770 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $374,538 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $360,038 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $174,968 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,774 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $168,194 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $128,037 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,957 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $123,080 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,491 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,746 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,744 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $86,426 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,977 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $55,616 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $208,108 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $190,099 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $350 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $84,857 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $221,533 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,527 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,527 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,328 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $750,374 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44,353 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,258,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,074,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $771,552 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,946,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,946,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,204,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,074,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,718,032 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,183,777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,571,486 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $160,429 | CashBOYAmt |
| Cash EOY | $236,842 | CashEOYAmt |
| Cash EOYFMV | $236,842 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $89,937 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $74,870 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $74,870 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $81,981,349 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $66,624,391 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,624,391 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,033 | OtherAssetsBOYAmt |
| Other Assets EOY | $510 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $510 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $82,247,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,936,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,936,613 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,710 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $77,670 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $193,762 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $227,893 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $225,472 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $305,563 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $82,022,276 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $66,631,050 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,022,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,631,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,247,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $66,936,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,022,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,183,777 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $77,838,499 | SubtotalAmt |
| Other Decreases | $11,207,449 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $66,631,050 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| TOTAL LONG-TERM COMMON TRUST FUND AND PARTNERSHIP, S CORPORATION, AND OTHER | 2022-12-31 | 2022-12-31 | $3,070,447 | $3,070,447 | $3,070,447 | |
| TOTAL SHORT-TERM COMMON TRUST FUND AND PARTNERSHIP, S CORPORATION, AND OTHER | 2022-12-31 | 2022-12-31 | -$593,991 | -$593,991 | $593,991 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,476,456 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$593,991 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,744 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,744 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,744 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $79,374 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $110,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $189,374 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $153,630 | OverpaymentAmt |
| Applied To ES Tax | $153,630 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRUCE A HIRSCH | IndividualWithBooksNm |
| Phone | 4159899839 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 190758 | AddressLine1Txt |
| City | SAN FRANSISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94119 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE HELLER ANDERSON | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | SECRETARY-TREASURER | 1.00 | $0 | $0 | $0 |
| JANET H HARCKMAN | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | CHAIR | 1.00 | $0 | $0 | $0 |
| ROLF LYGREN | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | VICE-CHAIR | 1.00 | $0 | $0 | $0 |
| BRUCE A HIRSCH | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | EXECUTIVE DIRECTOR | 38.00 | $374,538 | $16,308 | $0 |
| KATHERINE HELLER | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMILIE LYGREN | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HALEY TONE | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NATHAN TONE | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK SALKIND | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KENDALL ANDERSON | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| EMILY DIRKS | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | PROGRAM OFFICER | 38.00 | $150,964 | $22,750 | $0 |
| LOURDES MAURICIO | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | OFFICER MANAGER | 38.00 | $98,191 | $2,875 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E RANDOLPH STREET STE 5500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TAX & BOOKKEEPING | ServiceTypeTxt |
| Compensation | $70,426 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $502,662 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $72,723,238 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,225,900 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,225,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,098,389 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,127,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,606,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,606,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,744 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,744 | TotalTaxAmt |
| Distributable Before Adj | $3,570,632 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,570,632 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,570,632 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,718,032 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,718,032 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,570,632 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,433,107 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,718,032 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,433,107 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $284,925 | 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 | $3,285,707 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLARENCE E HELLER CHARITABLE FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 190758 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4159899839 | RecipientPhoneNum |
| Form And Info And Materials | CLARENCE E. HELLER CHARITABLE FDN NONPROFIT ORGANIZATIONS SEEKING A GRANT FROM THE FOUNDATION SHOULD BEGIN BY SUBMITTING AN LOI APPLICATION THROUGH THE FOUNDATION'S ONLINE APPLICATION SYSTEM. THE APPLICATION CONSISTS OF A BRIEF DESCRIPTION OF YOUR ORGANIZATION, THE PURPOSE AND SCOPE OF THE PROJECT, AND A PROJECTED PROJECT BUDGET. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ORGANIZATIONS MAY SUBMIT AN LOI AT ANY TIME. ANY DEADLINE DATE MEANS THAT WE WILL CONSIDER THE REQUE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CLARENCE E. HELLER CHARITABLE FDN THE FOUNDATION GIVES PRIORITY TO PROPOSALS FROM CALIFORNIA ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGROECOLOGY COMMONS | |||||||
| 836 MARIN ROAD | EL SOBRANTE | CA | 94803 | PC | FOR A NETWORK OF URBAN FARMS THAT PROVIDE EDUCATION AND TRAINING FOR AGROECOLOGISTS | $50,000 | |
| ANGELICA CENTER FOR ARTS AND MUSIC | |||||||
| 1345 SOUTH BURLINGTON AVENUE | LOS ANGELES | CA | 90006 | PC | FOR GENERAL SUPPORT | $25,000 | |
| ARROWHEAD ARTS ASSOCIATION | |||||||
| PO BOX 1925 | LAKE ARROWHEAD | CA | 92352 | PC | FOR YOUTH MUSIC PROGRAMS | $15,000 | |
| AS YOU SOW | |||||||
| 2150 KITTREDGE STREET SUITE 450 | BERKELEY | CA | 94704 | PC | TO REDUCE THE USE OF TOXIC PESTICIDES IN AGRICULTURE | $75,000 | |
| ASSOCIATION OF CALIFORNIA SYMPHONY ORCHESTRAS | |||||||
| 633 W 5TH STE STE 6000 | LOS ANGELES | CA | 90071 | PC | FOR GENERAL SUPPORT | $25,000 | |
| ATTITUDINAL HEALING CONNECTION | |||||||
| 3111 WEST ST | OAKLAND | CA | 94608 | PC | FOR TEACHING ARTIST PROFESSIONAL DEVELOPMENT AND EMPLOYMENT MODEL IMPROVEMENTS | $20,000 | |
| BLACK FARMER FUND | |||||||
| 228 PARK AVE S | NEW YORK CITY | NY | 10003 | PC | FOR AN ORGANIZATION THAT PROVIDES LOANS, GRANTS, AND TECHNICAL ASSISTANCE TO BLACK FARMERS | $50,000 | |
| BLACK WOMEN FOR WELLNESS | |||||||
| PO BOX 292516 | LOS ANGELES | CA | 90029 | PC | TO CONVENE STRATEGY SESSIONS ON RACIAL JUSTICE AND HEALTH EQUITY ISSUES | $25,000 | |
| BROWN GIRL SURF | |||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | PC | FOR GENERAL SUPPORT | $35,000 | |
| CALIFORNIA ASSOCIATION FOR ENVIRONMENTAL AND OUTDOOR EDUCATION | |||||||
| 2930 DOMINGO AVE SUITE 3028 | BERKELEY | CA | 94705 | PC | FOR A LANDSCAPE ANALYSIS AND MAP OF ENVIRONMENTAL EDUCATION IN CALIFORNIA | $40,000 | |
| CALIFORNIA STATE UNIVERSITY CHICO | |||||||
| 400 W 1ST STREET | CHICO | CA | 95929 | PC | TO SUPPORT THE CENTER FOR REGENERATIVE AGRICULTURE AND RESILIENT SYSTEMS | $75,000 | |
| CALIFORNIANS FOR PESTICIDE REFORM | |||||||
| 2029 UNIVERSITY AVE SUITE 200 | BERKELEY | CA | 94704 | PC | FOR GENERAL SUPPORT | $100,000 | |
| CARBON CYCLE INSTITUTE | |||||||
| 245 KENTUCKY STREET | PETALUMA | CA | 94952 | PC | FOR GENERAL SUPPORT | $75,000 | |
| CHANGESCALE (MULTIPLIER) | |||||||
| 548 MARKET ST PMB 81178 | SAN FRANCISCO | CA | 94104 | PC | FOR GENERAL SUPPORT | $10,000 | |
| COMMUNITYGROWS (TIDES) | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | PC | FOR GENERAL SUPPORT | $30,000 | |
| COMMUNITY ALLIANCE WITH FAMILY FARMERS | |||||||
| 36355 RUSSELL BLVD | DAVIS | CA | 95617 | PC | TO SUPPORT THE ECOLOGICAL FARMING/CLIMATE SMART FARMING PROGRAM | $50,000 | |
| CREATE CA | |||||||
| 85 S GRAND AVE | PASADENA | CA | 91105 | PC | CAPACITY BUILDING FOR PUBLIC POLICY DEVELOPMENT | $80,000 | |
| ECOLOGICAL FARMING ASSOCIATION | |||||||
| 2901 PARK AVENUE SUITE D-2 | SOQUEL | CA | 95073 | PC | FOR GENERAL SUPPORT | $50,000 | |
| EDSOURCE | |||||||
| 436 14TH STREET SUITE 1005 | OAKLAND | CA | 94612 | PC | FOR ARTS EDUCATION REPORTING | $22,750 | |
| ENRICHING LIVES THROUGH MUSIC | |||||||
| 2955 KERNER BOULEVARD SUITE B | SAN RAFAEL | CA | 94901 | PC | FOR GENERAL SUPPORT | $35,000 | |
| EXPLORATORIUM | |||||||
| PIER 17 SUITE 100 | SAN FRANCISCO | CA | 94111 | PC | FOR CLASSROOM TEACHER PROFESSIONAL DEVELOPMENT RELATED TO CLIMATE CHANGE EDUCATION | $40,000 | |
| FOOD AND FARM COMMUNICATIONS FUND | |||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | PC | FOR GENERAL SUPPORT | $55,000 | |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH STREET NORTHWEST | BERKELEY | CA | 20005 | PC | TO IMPROVE THE CLIMATE FOOTPRINT OF SCHOOL IN CALIFORNIA | $90,000 | |
| GENERATION MUSIC AND ARTS ACADEMY | |||||||
| 676 BOCKMAN ROAD SUITE F AND E | SAN LORENZO | CA | 94580 | PC | FOR GENERAL SUPPORT | $35,000 | |
| GLOBAL ALLIANCE FOR THE FUTURE OF FOOD | |||||||
| 105 VILLAGE PLACE | DILLON | CO | 80345 | PC | FOR GENERAL SUPPORT | $50,000 | |
| HARMONY PROJECT BAY AREA | |||||||
| 4322 WILSHIRE BOULEVARD SUITE 101 | LOS ANGELES | CA | 90010 | PC | FOR GENERAL SUPPORT | $35,000 | |
| HEALTHY BABIES BRIGHT FUTURES | |||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | PC | TO PROTECT INFANTS FROM EXPOSURE TO DANGEROUS CHEMICALS DURING THE FIRST 1,000 DAYS OF LIFE | $100,000 | |
| INSIDE CLIMATE NEWS | |||||||
| 16 COURT STREET SUITE 2307 | BROOKLYN | NY | 11241 | PC | FOR COVERAGE OF KEY ISSUES CONNECTING CLIMATE CHANGE, AGRICULTURE, AND FOOD SYSTEMS | $150,000 | |
| INNER CITY YOUTH ORCHESTRA OF LOS ANGELES | |||||||
| 6820 LA TIJERA BLVD | LOS ANGELES | CA | 90045 | PC | FOR GENERAL SUPPORT | $30,000 | |
| INTERMUSIC SF | |||||||
| 1446 MARKET ST | SAN FRANCISCO | CA | 94102 | PC | FOR THE MUSICAL GRANT PROGRAM | $50,000 | |
| JUSTICE OUTSIDE | |||||||
| 436 14TH STREET SUITE 1209 | OAKLAND | CA | 94612 | PC | FOR THE OUTDOOR EDUCATORS INSTITUTE | $50,000 | |
| KITCHEN TABLE ADVISORS | |||||||
| 548 MARKET ST PMB 81178 | OAKLAND | CA | 94104 | PC | TO PROVIDE BUSINESS ADVICE TO SMALL ORGANIC AND REGENERATIVE FARMERS | $75,000 | |
| LEADERSHIP COUNSEL FOR JUSTICE AND ACCOUNTABILITY | |||||||
| 2210 SAN JOAQUIN ST | FRESNO | CA | 93721 | PC | TO ADDRESS HEALTH RISKS FROM WATER AND AIR POLLUTION, AND INDUSTRIAL AGRICULTURE PRACTICES | $75,000 | |
| LEAGUE OF AMERICAN ORCHESTRAS | |||||||
| 33 W 60TH STREET 5TH FLOOR | NEW YORK | NY | 10023 | PC | FOR THE 2022 NATIONAL CONFERENCE IN LOS ANGELES | $15,000 | |
| LEAGUE TO SAVE LAKE TAHOE | |||||||
| 2608 LAKE TAHOE BOULEVARD | SOUTH LAKE TAHOE | CA | 96150 | PC | FOR REGIONAL PLANNING | $35,000 | |
| LUNA DANCE INSTITUTE | |||||||
| 1831 SOLANO AVE STE 7788 | BERKELEY | CA | 94707 | PC | FOR GENERAL SUPPORT OF WORK PROMOTING DANCE EDUCATION | $40,000 | |
| LOS ANGELES CHAMBER ORCHESTRA SOCIETY | |||||||
| 510 W 6TH STREET SUITE 1001 | LOS ANGELES | CA | 90014 | PC | FOR THE BEETHOVEN 9TH PROJECT | $25,000 | |
| MANDELA PARTNERS | |||||||
| 1344 7TH STREET | OAKLAND | CA | 94607 | PC | FOR THE PROJECT, EXPANDING MARKETS FOR MANDELA PARTNERS BIPOC FARMERS NETWORK | $75,000 | |
| MOVEMENT STRATEGY CENTER | |||||||
| 1625 CLAY STREET 6TH FLOOR | OAKLAND | CA | 94612 | PC | FOR EXPANDED FISCAL SPONSORSHIP SERVICES FOR THE NONPROFIT SECTOR | $75,000 | |
| NATUREBRIDGE | |||||||
| 1033 FORT CRONKHITE | SAUSALITO | CA | 94965 | PC | FOR ENVIRONMENTAL EDUCATORS PROFESSIONAL DEVELOPMENT AND EMPLOYMENT MODEL IMPROVEMENTS | $40,000 | |
| NEIGHBORHOOD MUSIC SCHOOL | |||||||
| 358 S BOYLE AVE | LOS ANGELES | CA | 90033 | PC | FOR GENERAL SUPPORT | $20,000 | |
| RESOURCE RENEWAL INSTITUTE | |||||||
| 8 BOLINAS 3A | FAIRFAX | CA | 94930 | PC | FOR FISH IN THE FIELDS | $50,000 | |
| OAKTOWN JAZZ WORKSHOPS | |||||||
| PO BOX 3568 | OAKLAND | CA | 94609 | PC | FOR GENERAL SUPPORT | $20,000 | |
| ONE FOUND SOUND | |||||||
| 85 RICHLAND AVE | SAN FRANCISCO | CA | 94110 | PC | FOR GENERAL SUPPORT | $15,000 | |
| PHILHARMONIA BAROQUE ORCHESTRA & CHORALE | |||||||
| 414 MASON STREET SUITE 400 | SAN FRANCISCO | CA | 94102 | PC | FOR GENERAL SUPPORT | $25,000 | |
| QUINTETO LATINO | |||||||
| 185 SEMINARY DRIVE | MENLO PARK | CA | 94025 | PC | FOR GENERAL SUPPORT | $20,000 | |
| SACRED HEART COMMUNITY SERVICE | |||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | PC | FOR LA MESA VERDE PROGRAM | $75,000 | |
| SAN FRANCISCO CHILDREN'S ART CENTER | |||||||
| 2 MARINA BLVD FORT MASON CENTER BUI | SAN FRANCISCO | CA | 94123 | PC | FOR PROFESSIONAL DEVELOPMENT OF TEACHING ARTISTS AND CLASSROOM TEACHES WORKING WITH PRESCHOOL STUDENTS WITH DISABILITIES | $20,000 | |
| SAN FRANCISCO FOUNDATION | |||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | PC | FOR THE CLARENCE E. HELLER CHARITABLE FOUNDATION DONOR ADVISED FUND | $292,000 | |
| SAN FRANCISCO PHILHARMONIC ORCHESTRA | |||||||
| 85 RAMONA AVE APT 1 | SAN FRANCISCO | CA | 94103 | PC | FOR GENERAL SUPPORT | $25,000 | |
| SAN FRANCISCO SYMPHONY | |||||||
| DAVIES SYMPHONY HALL 201 VAN NESS | SAN FRANCISCO | CA | 94102 | PC | FOR GENERAL SUPPORT | $40,000 | AVE |
| SANTA ROSA SYMPHONY ASSOCIATION | |||||||
| 50 SANTA ROSA AVE SUITE 410 | SANTA ROSA | CA | 95404 | PC | FOR THE COMMISSION AND PERFORMANCE OF A PIANO CONCERTO BY COMPOSER ELLEN TAAFFE ZWILICH | $25,000 | |
| SAVE THE MUSIC FOUNDATION | |||||||
| PO BOX 2096 | NEW YORK | NY | 10108 | PC | TO ADVANCE MUSIC EDUCATION ON PAJARO VALLEY UNIFIED SCHOOL DISTRICT | $25,000 | |
| SONOMA VALLEY EDUCATION FOUNDATION | |||||||
| PO BOX 493 | SONOMA | CA | 95476 | PC | FOR CLASSROOM TEACHER AND TEACHING ARTIST PROFESSIONAL DEVELOPMENT AS PART OF THE DUNBAR ELEMENTARY STRATEGIC ARTS PLAN | $32,250 | |
| STAGEWRITE (INTERSECTION FOR THE ARTS) | |||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | PC | FOR TEACHING ARTIST PROFESSIONAL DEVELOPMENT | $20,000 | |
| THE SIERRA FUND | |||||||
| 204 PROVIDENCE MINE ROAD SUITE 214 | NEVADA CITY | CA | 95959 | PC | FOR GENERAL SUPPORT | $50,000 | |
| TULEYOME | |||||||
| 622 MAIN STREET SUITE 200 | WOODLAND | CA | 95695 | PC | FOR TEACHER PROFESSIONAL DEVELOPMENT AT WOODLAND REGIONAL PARK | $20,000 | |
| TURNAROUND ARTS CALIFORNIA | |||||||
| 12541 BEATRICE STREET | LOS ANGELES | CA | 90066 | PC | FOR CLASSROOM TEACHER PROFESSIONAL DEVELOPMENT IN ARTS EDUCATION | $30,000 | |
| URBAN TILTH | |||||||
| 323 BROOKSIDE DR | RICHMOND | CA | 94801 | PC | FOR GENERAL SUPPORT OF PROGRAMS TO BUILD A MORE JUST AND SUSTAINABLE FOOD SYSTEM | $75,000 | |
| YOUTH ORCHESTRA SALINAS | |||||||
| 820 PARK ROW 672 | SALINAS | CA | 93901 | PC | FOR GENERAL SUPPORT | $25,000 | |
| GRANTMAKERS FOR EDUCATION | |||||||
| 400 SE 103RD DRIVE 33348 | PORTLAND | OR | 97216 | PC | DUES FOR PHILANTHROPIC MEMBERSHIPS | $1,300 | |
| GRANTMAKERS IN THE ARTS | |||||||
| 522 COURTLANDT AVENUE 1ST FLOOR | BRONX | NY | 10451 | PC | DUES FOR PHILANTHROPIC MEMBERSHIPS | $50 | |
| SUSTAINABLE AGRICULTURE & FOOD SYSTEMS | |||||||
| 601 E ARRELLAGA ST STE 101 | SANTA BARBARA | CA | 93103 | PC | DUES FOR PHILANTHROPIC MEMBERSHIPS | $7,000 | |
| NORTHERN CALIFORNIA GRANTMAKERS | |||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | PC | DUES FOR PHILANTHROPIC MEMBERSHIPS | $4,500 | |
| CLARE ROSE CENTER FOR CREATIVE YOUTH DEVELOPMENT | |||||||
| 3105 GOLDSMITH ST | SAN DIEGO | CA | 92106 | PC | DUES FOR PHILANTHROPIC MEMBERSHIPS | $500 | |
| NORTHERN CALIFORNIA GRANTMAKERS FOR THE ENVIRONMENTAL EDUCATION FUNDERS COL | |||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | PC | DUES FOR PHILANTHROPIC MEMBERSHIPS | $1,130 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,946,480 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HOPE COLLABORATIVE | ||||||
| 2000 FRANKLIN STREET THIRD FLOOR | OAKLAND | CA | 94612 | PC | FOR A PROJECT TO REDUCE INDUSTRIAL POLLUTION AND ITS HEALTH EFFECTS, IMPROVE ACCESS TO HEALTHY FOODS, AND WORK WITH CITY PLANNERS TO IDENTIFY THE HEALTH IMPACTS OF PROPOSED DEVELOPMENT | $50,000 |
| INSIDE CLIMATE NEWS | ||||||
| 16 COURT STREET SUITE 2307 | BROOKLYN | NY | 11241 | PC | FOR COVERAGE OF KEY ISSUES CONNECTING CLIMATE CHANGE, AGRICULTURE, AND FOOD SYSTEMS | $150,000 |
| FOOD AND FARM COMMUNICATIONS FUND | ||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | PC | FOR GENERAL SUPPORT | $55,000 |
| COMMUNITY ALLIANCE WITH FAMILY FARMERS | ||||||
| 36355 RUSSELL BLVD | DAVIS | CA | 95617 | PC | TO SUPPORT THE ECOLOGICAL FARMING/CLIMATE SMART FARMING PROGRAM | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $305,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,344 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,344 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PARTNERSHIP | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$119,339 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,339 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$116,995 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $138,004 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,009 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $86,426 | Amt |
| Net Investment Income | $20,977 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $55,616 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE OF CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | PART VI-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | THE CLARENCE E. HELLER CHARITABLE FOUNDATION OWNS A CONTROLLED ENTITY WITH THE NAME OF CEHCF FUND, LP. THE FUND IS LOCATED AT 115 FEDERAL STREET BOSTON, MA 02110 WITH THE EIN OF 46-2424555. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CEHCF FUND, LP | FMV | $66,442,592 | $66,442,592 |
| QR APAX EUROPE VI | FMV | $139,589 | $139,589 |
| QR DAG II COINVEST | FMV | $20,788 | $20,788 |
| QR DAG III COINVEST | FMV | $6,387 | $6,387 |
| RSP MINERALS | FMV | $15,035 | $15,035 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,491 | LegalFeesAmt |
| Net Investment Income | $1,746 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,744 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE DEPOSIT | Desc |
| BOY Book Value | $16,033 | BOYBookValueAmt |
| EOY Book Value | $510 | EOYBookValueAmt |
| EOYFMV | $510 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSS | Desc |
| Amt | $11,207,449 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PORTFOLIO EXP. K-1S | $0 | $744,399 | $0 | $0 |
| OFFICE EXPENSES | $4,191 | $3,684 | $0 | $507 |
| INSURANCE | $17,259 | $2,088 | $0 | $15,171 |
| AFFILIATIONS/SUBSCRIPTIONS | $4,182 | $0 | $0 | $4,182 |
| EQUIPMENT | $5,069 | $17 | $0 | $5,052 |
| TELECOMMUNICATIONS | $1,253 | $0 | $0 | $1,253 |
| CUSTODY FEES | $186 | $186 | $0 | $0 |
| OTHER EXPENSES | $15,136 | $0 | $0 | $15,136 |
| EDUCATION & TRAINING | $3,052 | $0 | $0 | $3,052 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS INCOME | $16,444 | $17,035 | $0 |
| PORTFOLIO INCOME | $0 | $319,480 | $0 |
| OTHER INCOME | $4,565 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION PLAN | $52,600 | $0 |
| DEFERRED TAX LIABILITY | $103,080 | $187,244 |
| ACCRUED VACATION | $38,082 | $40,649 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $199,814 | $189,805 | $0 | $0 |
| CONSULTING FEES | $8,294 | $294 | $0 | $8,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $221,533 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |