CLARENCE E HELLER CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CLARENCE E HELLER CHARITABLE FOUNDATION (EIN 94-2814266)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202243139349102394
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T17:04:16-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 EAST 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 | 2021-01-01 | 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 | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | 0 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TARA D'AGOSTINO | PreparerPersonNm |
| PTIN | P01245482 | PTIN |
| Phone | 3126651000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $82,247,748 | 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 | $2,465,564 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,781,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,781,632 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,747 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,406,472 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,653,668 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $342,779 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,139 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $325,640 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $178,846 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,322 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $172,524 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $130,095 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,598 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $125,497 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,050 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $37 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,013 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $87,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,159 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $52,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $188,568 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $179,717 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,654 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,400 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $22,114 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $191,202 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,769 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $184,433 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $639,068 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46,359 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,257,941 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $894,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $915,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,568,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,568,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,826,241 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $894,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,483,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,816,494 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,758,745 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $224,980 | CashBOYAmt |
| Cash EOY | $160,429 | CashEOYAmt |
| Cash EOYFMV | $160,429 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $142,248 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $89,937 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $89,937 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $74,565,506 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $81,981,349 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $81,981,349 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,033 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,033 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,033 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $74,948,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,247,748 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,247,748 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,043 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $31,710 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $174,193 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $193,762 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $187,236 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $225,472 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $74,761,531 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $82,022,276 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,761,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,022,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,948,767 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $82,247,748 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,761,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,816,494 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,077,239 | OtherIncreasesAmt |
| Subtotal | $82,022,276 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,022,276 | 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 |
|---|---|---|---|---|---|
| TOTAL LONG-TERM COMMON TRUST FUND AND PARTNERSHIP, S CORPORATION, AND OTHER | 2021-12-31 | 2021-12-31 | $4,164,268 | $4,164,268 | $4,164,268 |
| TOTAL SHORT-TERM COMMON TRUST FUND AND PARTNERSHIP, S CORPORATION, AND OTHER | 2021-12-31 | 2021-12-31 | $617,364 | $617,364 | $617,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,781,632 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $617,364 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121,747 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $121,747 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $121,747 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,121 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $151,121 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,374 | OverpaymentAmt |
| Applied To ES Tax | $29,374 | 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 (9 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 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANET H HARCKMAN | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | DIRECTOR | 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 | $295,743 | $47,036 | $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 |
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 GARVIE | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | PROGRAM OFFICER | 38.00 | $147,046 | $40,251 | $0 |
| LOURDES MAURICIO | ||||||||
| PO BOX 190758 | SAN FRANCISCO | CA | 94119 | OFFICER MANAGER | 38.00 | $96,803 | $17,029 | $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 | $72,230 | 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 | $463,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $80,118,042 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $80,581,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $80,581,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,208,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $79,373,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,968,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,968,655 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $121,747 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $7,317 | IncomeTaxAmt |
| Total Tax | $129,064 | TotalTaxAmt |
| Distributable Before Adj | $3,839,591 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,839,591 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,839,591 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,483,620 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,483,620 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,839,591 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,077,136 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,483,620 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,077,136 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $406,484 | 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 | $3,433,107 | 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 FOUDNATION GIVES PRIORITY TO PROPOSALS FROM CALIFORNIA ORGANZIATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AS YOU SOW | ||||||
| 2150 KITTREDGE STREET SUITE 450 | BERKELEY | CA | 94704 | PC | TO REDUCE THE USE OF TOXIC PESTICIDES IN AGRICULTURE | $75,000 |
| BAYVIEW HUNTERS POINT COMMUNITY ADVOCATES | ||||||
| 2095 JERROLD AVE SUITE 100 | SAN FRANSICO | CA | 94124 | PC | TO SUPPORT FOOD SOVEREIGNTY INITIATIVES | $95,000 |
| 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 |
| COMMUNITY ALLIANCE WITH FAMILY FARMERS | ||||||
| 36355 RUSSELL BLVD | DAVIS | CA | 95617 | PC | TO SUPPORT THE ECOLOGICAL FARMING/CLIMATE SMART FARMING PROGRAM | $75,000 |
| ECOLOGICAL FARMING ASSOCIATION | ||||||
| 2901 PARK AVENUE SUITE D-2 | SOQUEL | CA | 95073 | PC | FOR GENERAL SUPPORT | $50,000 |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||
| 2432 MAIN ST 2ND FLOOR | LONGMONT | CO | 80501 | PC | TO SUPPORT THE CALIFORNIA TRIBAL FUNDS FOR FOOD SOVERIGNTY THAT FOCUS ON LAND ACCESS AND LOCAL FOOD SYSTEMS | $75,000 |
| FRIENDS OF THE EARTH | ||||||
| 1101 15TH STREET NORTHWEST | BERKELEY | CA | 20005 | PC | TO IMPROVE THE CLIMATE FOOTPRINT OF SCHOOL IN CALIFORNIA | $90,000 |
| GLOBAL ALLIANCE FOR THE FUTURE OF FOOD | ||||||
| 105 VILLAGE PLACE | DILLON | CO | 80345 | PC | FOR GENERAL SUPPORT | $50,000 |
| INSIDE CLIMATE NEWS | ||||||
| 16 COURT STREET SUITE 2307 | BROOKLYN | NY | 11241 | PC | TO ESTABLISH A PROGRAM ON CALIFORNIA AGRICULTURE AND CLIMATE CHANGE | $150,000 |
| 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 TO SAVE LAKE TAHOE | ||||||
| 2608 LAKE TAHOE BOULEVARD | SOUTH LAKE TAHOE | CA | 96150 | PC | FOR REGIONAL PLANNING | $35,000 |
| MANDELA PARTNERS | ||||||
| 1344 7TH STREET | OAKLAND | CA | 94607 | PC | FOR THE PROJECT, EXPANDING MARKETS FOR MANDELA PARTNERS BIPOC FARMERS NETWORK | $75,000 |
| ORGANIC FARMING RESEARCH FOUNDATION | ||||||
| PO BOX 440 | SANTA CRUZ | CA | 95061 | PC | TO INFORM FEDERAL AGENCIES ABOUT THE SOIL BUILDING ANDCLIMATE PROTECTIVE BENEFITS OF ORGANIC AGRICULTURE | $40,000 |
| SUSTAINABLE CONSERVATION | ||||||
| 98 BATTERY ST | SAN FRANSICO | CA | 94111 | PC | TO TEST THE RECHARGING OF AQUIFERS TO IMPROVE THE QUANTITY AND QUALITY OF WATER FOR FARMSAND COMMUNITY WATER SUPPLIES | $75,000 |
| 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 |
| ANGELICA CENTER FOR ARTS AND MUSIC | ||||||
| 1345 SOUTH BURLINGTON AVENUE | LOS ANGELES | CA | 90006 | PC | GENERAL SUPPORT FOR FREE AFTER-SCHOOL MUSIC INSTRUCTION FOR LOW-INCOME YOUTH | $25,000 |
| ASSOCIATION OF CALIFORNIA SYMPHONY ORCHESTRAS | ||||||
| 633 W 5TH STE STE 6000 | LOS ANGELES | CA | 90071 | PC | FOR GENERAL SUPPORT | $25,000 |
| COMMUNITY MUSIC CENTER | ||||||
| 544 CAPP STREET | SAN FRANCISCO | CA | 94110 | PC | FOR THE TUITION-FREE YOUTH ENSEMBLES PROGRAM | $30,000 |
| DANDAN PERFORMING ARTS CENTER | ||||||
| 676 BOCKMAN RD SUITE F | SAN LORENZO | CA | 94580 | PC | GENERAL SUPPORT FOR MUSIC PROGRAMS FOR LOW-INCOME YOUTH | $30,000 |
| EL SISTEMA SANTA CRUZ | ||||||
| 235 S BRANCIFORTE AVE | SANTA CRUZ | CA | 95062 | PC | GENERAL SUPPORT FOR FREE MUSIC INSTRUCTION FOR LOW-INCOME YOUTH | $20,000 |
| ELEMENTAL MUSIC | ||||||
| 1830 LINCOLN BOULEVARD SUITE 102 | SANTA MONICA | CA | 90404 | PC | FOR INDIVIDUAL MUSIC LESSONS FOR LOW-INCOME STUDENTS | $25,000 |
| ENRICHING LIVES THROUGH MUSIC | ||||||
| 2955 KERNER BOULEVARD SUITE B | SAN RAFAEL | CA | 94901 | PC | GENERAL SUPPORT FOR FREE AFTER-SCHOOL MUSIC INSTRUCTION FOR LOW-INCOME YOUTH | $30,000 |
| GRANTMAKERS FOR EDUCATION | ||||||
| 400 SE 103RD DRIVE 33348 | PORTLAND | OR | 97216 | PC | SUPPORT FOR THE 2021 CONFERENCE SITE VISIT TO HEART OF LOS ANGELES | $3,800 |
| HARMONY PROJECT BAY AREA | ||||||
| 4322 WILSHIRE BOULEVARD SUITE 101 | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT FOR MUSIC PROGRAMS FOR LOW-INCOME YOUTH | $25,000 |
| INTERMUSIC SF | ||||||
| 1446 MARKET ST | SAN FRANCISCO | CA | 94102 | PC | FOR THE MUSICAL GRANT PROGRAM | $40,000 |
| MERCURY SOUL | ||||||
| 3806 17TH ST | SAN FRANCISCO | CA | 94114 | PC | FOR GENERAL SUPPORT FOR THE 2020-2021 SEASON | $15,000 |
| MONTEREY JAZZ FESTIVAL | ||||||
| P O BOX JAZZ | MONTEREY | CA | 93942 | PC | FOR GENERAL SUPPORT | $20,000 |
| NEW CENTURY CHAMBER ORCHESTRA | ||||||
| 1668 BUSH STREET | SAN FRANCISCO | CA | 94109 | PC | FOR GENERAL SUPPORT | $50,000 |
| OAKTOWN JAZZ WORKSHOPS | ||||||
| PO BOX 3568 | OAKLAND | CA | 94609 | PC | FOR GENERAL SUPPORT OF JAZZ INSTRUCTION PROGRAMS | $15,000 |
| SAN FRANCISCO CONTEMPORARY MUSIC PLAYERS | ||||||
| 2443 FILLMORE ST 380-8738 | SAN FRANCISCO | CA | 94115 | PC | FOR THE COMMISSION AND PREMIERE OF A NEW WORK | $30,000 |
| SAN FRANCISCO PHILHARMONIC ORCHESTRA | ||||||
| 85 RAMONA AVE APT 1 | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT FOR 2021-2022 CONCERTS | $20,000 |
| SPHINX | ||||||
| 2200 HUNT STREET SUITE 461 | DETROIT | MI | 48207 | PC | FOR ORGANIZATIONAL AND PROFESSIONAL DEVELOPMENT PROGRAMS IMPROVING RACIAL EQUITY IN CLASSICAL MUSIC | $30,000 |
| YOUTH UPRISING | ||||||
| 8711 MACARTHUR BLVD | OAKLAND | CA | 94605 | PC | FOR INDIVIDUAL MUSIC LESSONS FOR LOW-INCOME STUDENTS | $25,000 |
| ATTITUDINAL HEALING CONNECTION | ||||||
| 3111 WEST ST | OAKLAND | CA | 94608 | PC | FOR PROFESSIONAL DEVELOPMENT OF TEACHING ARTISTS | $20,000 |
| BROWN GIRL SURF | ||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | PC | FOR LEADERSHIP DEVELOPMENT PROGRAMS IN OUTDOOR AND ENVIRONMENTAL EDUCATION | $35,000 |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 94118 | PC | FOR THE BAYVIEW SCIENCE INSTITUTE TEACHER PROFESSIONAL DEVELOPMENT PROGRAM | $45,000 |
| CALIFORNIA STATE UNIVERSITY SAN MARCOS | ||||||
| 333 S TWIN OAKS VALLEY RD | SAN MARCOS | CA | 92096 | PC | FOR PROFESSIONAL DEVELOPMENT IN ARTS INTEGRATION FOR PRE-CREDENTIAL CLASSROOM TEACHERS | $25,000 |
| COTA - COLLABORATIONS TEACHERS AND ARTISTS | ||||||
| 2508 HISTORIC DECATUR RD STE 110 | SAN DIEGO | CA | 92106 | PC | FOR ARTS INTEGRATION PROFESSIONAL DEVELOPMENT FOR CLASSROOM TEACHERS | $30,000 |
| GIRLS GARAGE | ||||||
| 1380 TENTH ST | BERKELEY | CA | 94710 | PC | FOR TEACHING ARTISTS PROFESSIONAL DEVELOPMENT | $35,000 |
| LOS ANGELES COUNTY DEPARTMENT OF ARTS AND CULTURE | ||||||
| 1055 WILSHIRE BLVD STE 800 | LOS ANGELES | CA | 90017 | PC | FOR THE LOS ANGELES COUNTY ARTS ED COLLECTIVE | $25,000 |
| LUNA DANCE INSTITUTE | ||||||
| 1831 SOLANO AVE STE 7788 | BERKELEY | CA | 94707 | PC | FOR GENERAL SUPPORT OF WORK PROMOTING DANCE EDUCATION | $40,000 |
| MAIDU SUMMIT CONSORTIUM | ||||||
| 289 MAIN ST | CHESTER | CA | 96020 | PC | FOR THE NATIVE VOICES PROJECT CENTERING INDIGENOUS MAIDU CULTURE AND KNOWLEDGE IN WILDERNESS PROGRAMS FOR YOUTH | $40,000 |
| TEN STRANDS | ||||||
| PO BOX 150869 | SAN RAFAEL | CA | 94915 | PC | TO FORMALIZE THE PARTNERSHIP BETWEEN TEN STRANDS AND THE CALIFORNIA ASSOCIATION OF OUTDOOR AND ENVIRONMENTAL EDUCATORS | $25,000 |
| VOICE OF WITNESS | ||||||
| 849 VALENCIA ST | SAN FRANCISCO | CA | 94110 | PC | FOR PROFESSIONAL DEVELOPMENT OF CLASSROOM TEACHERS IN ARTS EDUCATION | $15,000 |
| YES NATURE TO NEIGHBORHOODS | ||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94804 | PC | FOR THE YOUTH LEADERSHIP PATHWAYS PROGRAM PREPARING YOUTHS OF COLOR TO ENTER ENVIRONMENTAL EDUCATION AND STEWARDSHIP FIELDS | $60,000 |
| YOUTH ART EXCHANGE (TIDES) | ||||||
| 5137 MISSION ST | SAN FRANSCISCO | CA | 94112 | PC | FOR TEACHING ARTISTS PROFESSIONAL DEVELOPMENT | $35,000 |
| YOUTH OUTSIDE | ||||||
| 436 14TH ST STE 1209 | OAKLAND | CA | 94612 | PC | FOR THE OUTDOOR EDUCATOR INSTITUTE | $25,000 |
| SAN FRANCISCO FOUNDATION | ||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | PC | FOR THE CLARENCE E. HELLER CHARITABLE FOUNDATION DONOR ADVISED FUND | $285,000 |
| UNIVERSITY OF CALIFORNIA SANTA CRUZ | ||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | PC | TO INTEGRATE ACADEMIC AND ON-FARM TRAINING FOR UNDERGRADUATE STUDENTS AT THREE UNIVERSITY OF CALIFORNIA CAMPUSES | $75,000 |
| ENVIRONMENTAL EDUCATION FUNDERS COLLABORATIVE (NCG) | ||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | PC | OTHER | $500 |
| NORTHERN CALIFORNIA GRANTMAKERS | ||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | PC | OTHER | $4,500 |
| SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS | ||||||
| 601 E ARRELLAGA ST STE 101 | SANTA BARBARA | CA | 93103 | PC | WE AMPLIFY THE IMPACT OF PHILANTHROPIC AND INVESTMENT COMMUNITIES IN SUPPORT OF JUST AND SUSTAINABLE FOOD AND AGRICULTURE SYSTEMS. | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,568,300 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AS YOU SOW | ||||||
| 2150 KITTREDGE STREET SUITE 450 | BERKELEY | CA | 94704 | PC | TO REDUCE THE USE OF TOXIC PESTICIDES IN AGRICULTURE | $75,000 |
| CALIFORNIA FOR PESTACIDE REFORM | ||||||
| 2029 UNIVERSITY AVE SUITE 200 | BERKELEY | CA | 94704 | PC | FOR GENERAL SUPPORT | $100,000 |
| GLOBAL ALLIANCE FOR THE FUTURE OF FOOD | ||||||
| 105 VILLAGE PLACE | DILLON | CO | 80345 | PC | FOR GENERAL SUPPORT | $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 AND RISKS FROM WATER AND AIR POULLTION, AND INDUSTRIAL AGRICULTURE PRACTICES | $75,000 |
| LEAGUE TO SAVE LAKE TAHOE | ||||||
| 2608 LAKE TAHOE BOULEVARD | SOUTH LAKE TAHOE | CA | 96150 | PC | FOR REGIONAL PLANNING | $35,000 |
| MANDELA PARTNERS | ||||||
| 1344 7TH STREET | OAKLAND | CA | 94607 | PC | FOR THE PROJECT, EXPANDING MARKETS FOR MANDELA PARTNERS BIPOC FARMERS NETWORK | $75,000 |
| 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 |
| INTERMUSIC SF | ||||||
| 1446 MARKET ST | SAN FRANCISCO | CA | 94102 | PC | FOR THE MUSICAL GRANT PROGRAM | $40,000 |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||
| 2432 MAIN ST 2ND FLOOR | LONGMONT | CA | 80501 | PC | TO SUPPORT THE CALIFORNIA TRIBAL FUNDS FOR FOOD SOVERIGNTY THAT FOCUS ON LAND ACCESS AND LOCAL FOOD SYSTEMS | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $675,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,747 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $72,918 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$72,918 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PARTNERSHIP | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$7,980 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,980 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $64,938 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$55,191 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,747 | 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 | $87,680 | Amt |
| Net Investment Income | $19,159 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $52,200 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CEHCF FUND, LP | FMV | $81,392,295 | $81,392,295 |
| QR APAX EUROPE VI | FMV | $478,615 | $478,615 |
| QR DAG II COINVEST | FMV | $89,765 | $89,765 |
| QR DAG III COINVEST | FMV | $5,639 | $5,639 |
| 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 | $1,050 | LegalFeesAmt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,013 | 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 | $16,033 | EOYBookValueAmt |
| EOYFMV | $16,033 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PORTFOLIO EXP. K-1S | $0 | $637,285 | $0 | $0 |
| OFFICE EXPENSES | $15,721 | $557 | $0 | $15,164 |
| INSURANCE | $18,196 | $644 | $0 | $17,552 |
| AFFILIATIONS/SUBSCRIPTIONS | $4,626 | $0 | $0 | $4,626 |
| EQUIPMENT | $8,543 | $302 | $0 | $8,241 |
| CUSTODY FEES | $280 | $280 | $0 | $0 |
| OTHER EXPENSES | $776 | $0 | $0 | $776 |
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 | $9,379 | $13,345 | $0 |
| PORTFOLIO INCOME | $0 | $2,393,127 | $0 |
| OTHER INCOME | $368 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN | Desc |
| Amt | $11,077,239 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION PLAN | $51,200 | $52,600 |
| DEFERRED TAX LIABILITY | $85,229 | $103,080 |
| ACCRUED VACATION | $37,764 | $38,082 |
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 | $180,633 | $179,436 | $0 | $0 |
| CONSULTING FEES | $7,935 | $281 | $0 | $7,654 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $88,179 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEHCF FUND LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CAMBRIDGE ASSOCIATES LLC 125 | AddressLine1Txt |
| Address Line2 | HIGH STREET | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462424555 | EIN |
| Desc | CEHCF FUND, LP IS NOT AN EXCESS BUSINESS HOLDING. | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |