CLARENCE E HELLER CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CLARENCE E HELLER CHARITABLE FOUNDATION (EIN 94-2814266)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202103159349103260
- Schema version
- 2020v4.1
- 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 | 2021-11-11T16:11:53-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 STREET 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 | 2020-01-01 | 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 | 44 MONTGOMERY ST 1970 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE HIRSCH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4159899839 | PhoneNum |
| Signature | 2021-11-11 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY MOEN | PreparerPersonNm |
| PTIN | P01800653 | 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 | 2020 | 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 | $74,948,767 | 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 | $1,097,327 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,331,238 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,331,238 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,862 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $157,265 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $76,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,585,830 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $266,737 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,337 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $253,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $211,435 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,572 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $200,864 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $117,392 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,184 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $112,208 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,754 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $365 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,389 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $70,068 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,121 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $45,266 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $212,547 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $196,314 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,829 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $97,141 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,347 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $186,140 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,552 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $179,588 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,382 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $750,667 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,034 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,129,802 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,096,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $850,578 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,619,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,619,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,749,002 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,096,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,469,778 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,672,717 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,489,577 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,344 | CashBOYAmt |
| Cash EOY | $224,980 | CashEOYAmt |
| Cash EOYFMV | $224,980 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $132,227 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $142,248 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $142,248 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $68,433,939 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,565,506 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $74,565,506 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,033 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,033 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,033 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $68,626,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,948,767 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,948,767 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $36,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,043 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $167,232 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $174,193 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $203,232 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $187,236 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $68,423,311 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $74,761,531 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,423,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,761,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,626,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,948,767 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,423,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,672,717 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,010,937 | OtherIncreasesAmt |
| Subtotal | $74,761,531 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,761,531 | 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 | 2020-12-31 | 2020-12-31 | $3,130,884 | $3,130,884 | $3,130,884 |
| TOTAL SHORT-TERM COMMON TRUST FUND AND PARTNERSHIP, S CORPORATION, AND OTHER | 2020-12-31 | 2020-12-31 | $200,354 | $200,354 | $200,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,331,238 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,505 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,505 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $79,626 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $79,626 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $31,121 | OverpaymentAmt |
| Applied To ES Tax | $31,121 | 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 | WWW.CEHCF.ORG | WebsiteAddressTxt |
| Individual With Books | CEHCF STAFF | IndividualWithBooksNm |
| Phone | 4159899839 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 MONTGOMERY STREET STE 1970 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | ||||||||
| 44 MONTGOMERY STREET STE 1970 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRUCE A HIRSCH | ||||||||
| 44 MONTGOMERY STREET STE 1970 | SAN FRANCISCO | CA | 94104 | EXECUTIVE DIRECTOR | 38.00 | $266,737 | $46,724 | $0 |
| JANET H HARCKHAM | ||||||||
| 44 MONTGOMERY STREET STE 1970 | SAN FRANCISCO | CA | 94104 | CHAIR | 1.00 | $0 | $0 | $0 |
| ROLF LYGREN | ||||||||
| 44 MONTGOMERY STREET STE 1970 | SAN FRANCISCO | CA | 94104 | VICE-CHAIR | 1.00 | $0 | $0 | $0 |
| KATHERINE HELLER | ||||||||
| 44 MONTGOMERY STREET STE 1970 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMILIE LYGREN | ||||||||
| 44 MONTGOMERY STREET STE 1970 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HALEY TONE | ||||||||
| 44 MONTGOMERY STREET STE 1970 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NATHAN TONE | ||||||||
| 44 MONTGOMERY STREET STE 1970 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK SALKIND | ||||||||
| 44 MONTGOMERY STREET STE 1970 | SAN FRANCISCO | CA | 94104 | 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 | ||||||||
| 44 MONTGOMERY ST STE 1970 | SAN FRANCISCO | CA | 94104 | PROGRAM OFFICER | 38.00 | $127,213 | $26,883 | $0 |
| LOURDES MAURICIO | ||||||||
| 44 MONTGOMERY ST STE 1970 | SAN FRANCISCO | CA | 94104 | OFFICE MANAGER | 38.00 | $84,223 | $30,067 | $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 | $52,802 | 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 | $474,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $67,182,897 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,656,939 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,656,939 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,014,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,642,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,332,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,332,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,505 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $21,301 | IncomeTaxAmt |
| Total Tax | $69,806 | TotalTaxAmt |
| Distributable Before Adj | $3,262,298 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,262,298 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,262,298 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,469,778 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,469,778 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,469,778 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,262,298 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,284,616 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,469,778 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,284,616 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185,162 | 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 | $3,077,136 | 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 | 44 MONTGOMERY STREET STE 1970 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AIM HIGH | |||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | PUBLIC CHARITY | FOR A SUMMER, OUTDOOR EDUCATION PROGRAM FOR LOW-INCOME STUDENTS | $20,000 | |
| AMERICAN YOUTH SYMPHONY | |||||||
| 2301 ROSECRANS AVENUE SUITE 2160 | EL SEGUNDO | CA | 90245 | PUBLIC CHARITY | FOR A PRE-PROFESSIONAL ORCHESTRAL TRAINING PROGRAM | $20,000 | |
| ANGELICA CENTER FOR ARTS AND MUSIC | |||||||
| 1345 SOUTH BURLINGTON AVENUE | LOS ANGELES | CA | 90006 | PUBLIC CHARITY | FOR A FREE, AFTERSCHOOL MUSIC PROGRAM FOR LOW-INCOME STUDENTS | $10,000 | |
| AS YOU SOW | |||||||
| 2150 KITTREDGE STREET SUITE 450 | BERKELEY | CA | 94704 | PUBLIC CHARITY | TO REDUCE THE USE OF TOXIC PESTICIDES IN AGRICULTURE | $75,000 | |
| ASSOCIATION OF CALIFIORNIA SYMPHONY ORCHESTRAS | |||||||
| 633 W 5TH STE STE 6000 | LOS ANGELES | CA | 90071 | PUBLIC CHARITY | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| ASSOCIATION OF TEACHING ARTISTS (DBA TEACHING ARTISTS GUILD) | |||||||
| 150 HAWTHORNE STREET | BROOKLYN | NY | 11225 | PUBLIC CHARITY | FOR THE REVISION OF A WEB-BASED TOOL THAT HELPS TEACHING ARTISTS FIND EMPLOYMENT | $20,000 | |
| BERKELEY SYMPHONY ORCHESTRA | |||||||
| 1942 UNIVERSITY AVENUE SUITE 104 | BERKELEY | CA | 94704 | PUBLIC CHARITY | FOR STRATEGIC PLANNING TO HELP INCREASE AUDIENCES | $25,000 | |
| BIRD SCHOOL PROJECT | |||||||
| 301 VAN NESS AVE | SANTA CRUZ | CA | 95060 | PUBLIC CHARITY | FOR PROFESSIONAL DEVELOPMENT OF MIDDLE SCHOOL TEACHERS IN ENVIRONMENTAL EDUCATION | $25,000 | |
| BROWN GIRL SURF (SOCIAL GOOD FUND) | |||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | PUBLIC CHARITY | FOR LEADERSHIP DEVELOPMENT PROGRAMS IN OUTDOOR AND ENVIRONMENTAL EDUCATION | $25,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 94118 | PUBLIC CHARITY | FOR TEACHER TRAINING IN ENVIRONMENTAL EDUCATION | $45,000 | |
| CALIFORNIA ALLIANCE FOR ARTS EDUCATION | |||||||
| 85 S GRAND AVE | PASADENA | CA | 91105 | PUBLIC CHARITY | FOR GENERAL SUPPORT | $40,000 | |
| CALIFORNIA ASSOCIATION OF RESOURCE CONSERVATION DISTRICTS | |||||||
| 705 E BIDWELL STREET SUITE 2-415 | FOLSOM | CA | 95630 | PUBLIC CHARITY | TO STRENGTHEN THE ABILITY OF RESOURCE CONSERVATION DISTRICTS TO HELP GROWERS CREATE AND IMPLEMENT CARBON-FARMING PLANS | $75,000 | |
| CALIFORNIA FARMLINK | |||||||
| 335 SPRECKLES DR SUITE F | APTOS | CA | 95003 | PUBLIC CHARITY | TO INCREASE STAFF CAPACITY FOR LOANS AND TECHNICAL ASSISTANCE | $20,000 | |
| CALIFORNIA STATE UNIVERSITY CHICO | |||||||
| PROFESSOR CYNTHIA DALEY CTR FOR | CHICO | CA | 95929 | PUBLIC CHARITY | TO SUPPORT THE CENTER FOR REGENERATIVE AGRICULTURE AND RESILIENT SYSTEMS | $75,000 | REGENERATIVE AG ZIP 310 |
| CALIFORNIA STATE UNIVERSITY SAN MARCOS | |||||||
| CSU SAN MARCOS 333 S TWIN OAKS | SAN MARCOS | CA | 92096 | PUBLIC CHARITY | TO TRAIN PRE-CREDENTIAL TEACHERS IN THE ARTS | $25,000 | VALLEY RD |
| CALIFORNIA SYMPHONY ORCHESTRA | |||||||
| 100 PRINGLE AVE SUITE 540 | WALNUT CREEK | CA | 94596 | PUBLIC CHARITY | FOR AN AUDIENCE DEVELOPMENT INITIATIVE | $30,000 | |
| CALIFORNIANS FOR PESTICIDE REFORM | |||||||
| 2029 UNIVERSITY AVE SUITE 200 | BERKELEY | CA | 94704 | PUBLIC CHARITY | TO IMPROVE THE REGULATION OF CHEMICALS IN CALIFORNIA AGRICULTURE | $100,000 | |
| CARBON CYCLE INSTITUTE | |||||||
| 245 KENTUCKY STREET | PETALUMA | CA | 94952 | PUBLIC CHARITY | TO MAKE CALIFORNIA AGRICULTURE MORE SUSTAINABLE BY INCREASING ITS ABILITY TO SEQUESTER CARBON AND REDUCE WATER USAGE | $75,000 | |
| CENTER FOR ECOLITERACY | |||||||
| 2150 ALLSTON WAY | BERKELEY | CA | 94704 | PUBLIC CHARITY | FOR TEACHER TRAINING IN ENVIRONMENTAL EDUCATION | $25,000 | |
| COLBURN SCHOOL | |||||||
| 200 SOUTH GRAND AVENUE ADVANCEMENT | LOS ANGELES | CA | 90012 | PUBLIC CHARITY | FOR A FREE, INTENSIVE MUSIC TRAINING PROGRAM FOR LOW-INCOME STUDENTS | $20,000 | DEPARTMENT |
| COMMUNITY ALLIANCE WITH FAMILY FARMERS | |||||||
| 36355 RUSSELL BLVD | DAVIS | CA | 95617 | PUBLIC CHARITY | FOR THE CLIMATE-SMART FARMING PROGRAM | $95,000 | |
| COMMUNITY MUSIC CENTER | |||||||
| 544 CAPP STREET | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | FOR AN ARTS LEARNING POD | $50,000 | |
| EARTH TEAM | |||||||
| 1301 S 46TH ST | RICHMOND | CA | 94804 | PUBLIC CHARITY | FOR THE SUSTAINABLE YOUTH INTERSHIPS PROGRAM | $25,000 | |
| ECOLOGICAL FARMING ASSOCIATION | |||||||
| 2901 PARK AVENUE SUITE D-2 | SOQUEL | CA | 95073 | PUBLIC CHARITY | FOR GENERAL SUPPORT | $40,000 | |
| ELEMENTAL STRINGS DBA ELEMENTAL MUSIC | |||||||
| 1830 LINCOLN BOULEVARD SUITE 102 | SANTA MONICA | CA | 90404 | PUBLIC CHARITY | FOR PRIVATE INSTRUMENTAL LESSONS FOR LOW-INCOME STUDENTS | $15,000 | |
| ENRICHING LIVES THROUGH MUSIC | |||||||
| 2955 KERNER BOULEVARD SUITE B | SAN RAFAEL | CA | 94901 | PUBLIC CHARITY | FOR A FREE, INTENSIVE AFTERSCHOOL MUSIC PROGRAM FOR LOW-INCOME STUDENTS | $30,000 | |
| FRIENDS AND ALUMNI OF CASTELAR ELEMENTARY SCHOOL | |||||||
| 840 YALE STREET | LOS ANGELES | CA | 90012 | PUBLIC CHARITY | FOR THE EDUCATION THROUGH MUSIC PROGRAM AT CASTELAR ELEMENTARY SCHOOL | $20,000 | |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH STREET NORTHWEST | BERKELEY | CA | 20005 | PUBLIC CHARITY | TO IMPROVE THE CLIMATE FOOTPRINT OF SCHOOL FOOD IN CALIFORNIA | $85,000 | |
| GLOBAL ALLIANCE FOR THE FUTURE OF FOOD (MERIDIAN INSTITUTE) | |||||||
| 105 VILLAGE PLACE | DILLON | CO | 80345 | PUBLIC CHARITY | FOR GENERAL SUPPORT | $75,000 | |
| HEART OF LOS ANGELES | |||||||
| 2701 WILSHIRE BLVD STE 100 | LOS ANGELES | CA | 90057 | PUBLIC CHARITY | FOR A YOUTH ORCHESTRA OF LOS ANGELES PROGRAM | $25,000 | |
| INTERMUSIC SF | |||||||
| 1446 MARKET ST | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | FOR A REGRANTING PROGRAM FOR SMALL ENSEMBLES | $35,000 | |
| KALEIDOSCOPE CHAMBER ORCHESTRA | |||||||
| PO BOX 251801 | LOS ANGELES | CA | 90025 | PUBLIC CHARITY | FOR RECORDINGS OF NEW COMPOSITIONS BY EMERGING COMPOSERS | $30,000 | |
| KITCHEN TABLE ADVISORS | |||||||
| 548 MARKET ST PMB 81178 | OAKLAND | CA | 94104 | PUBLIC CHARITY | TO PROVIDE BUSINESS ADVICE TO SMALL ORGANIC AND REGENERATIVE FARMERS | $50,000 | |
| KRONOS QUARTET | |||||||
| 1242-9TH AVENUE | SAN FRANCISCO | CA | 94122 | PUBLIC CHARITY | FOR THE 2020-2021 SEASON OF PERFORMANCES | $30,000 | |
| LEAGUE TO SAVE LAKE TAHOE | |||||||
| 2608 LAKE TAHOE BOULEVARD | SOUTH LAKE TAHOE | CA | 96150 | PUBLIC CHARITY | TO MONITOR THE IMPLEMENTATION OF A REGIONAL PLAN IN THE LAKE TAHOE REGION | $35,000 | |
| LOS ANGELES COUNTY ARTS COMMISSION | |||||||
| 1055 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90017 | PUBLIC CHARITY | FOR THE LOS ANGELES COUNTY ARTS EDUCATION COLLECTIVE | $25,000 | |
| MANDELA PARTNERS | |||||||
| 1344 7TH STREET | OAKLAND | CA | 94607 | PUBLIC CHARITY | FOR THE COMMUNITY SUPPORTED AGRICULTURE PILOT PROGRAM | $50,000 | |
| MOVEMENT STRATEGY CENTER | |||||||
| 436 14TH STREET 5TH FLOOR | OAKLAND | CA | 94612 | PUBLIC CHARITY | FOR THE CALIFORNIA BIPOC FARMER AND LAND STEWARD RELIEF FUND | $20,000 | |
| NEW CENTURY CHAMBER ORCHESTRA | |||||||
| 1668 BUSH STREET | SAN FRANCISCO | CA | 94109 | PUBLIC CHARITY | FOR THE 2020-2021 SEASON OF PERFORMANCES | $25,000 | |
| PERFORMING ARTS WORKSHOP INC | |||||||
| 768 DELANO AVENUE | SAN FRANCISCO | CA | 94112 | PUBLIC CHARITY | FOR PROFESSIONAL DEVELOPMENT OF TEACHING ARTISTS | $25,000 | |
| PROJECT H DESIGN (DBA GIRLS GARAGE) | |||||||
| 1380 TENTH ST | BERKELEY | CA | 94710 | PUBLIC CHARITY | TO LAUNCH A PROFESSIONAL DEVELOPMENT PROGRAM FOR TEACHING ARTISTS | $25,000 | |
| PUEBLO NUEVO EDUCATION & DEVELOPMENT GROUP | |||||||
| 3435 W TEMPLE ST | LOS ANGELES | CA | 90026 | PUBLIC CHARITY | FOR A YOUTH ORCHESTRA OF LOS ANGELES PROGRAM | $15,000 | |
| SAN FRANCISCO CHAMBER ORCHESTRA | |||||||
| 601 VAN NESS AVE SUITE E-517 | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | FOR GENERAL SUPPORT FOR THE 2020-2021 SEASON | $15,000 | |
| SAN FRANCISCO CHILDREN'S ART CENTER | |||||||
| 2 MARINA BLVD | SAN FRANCISCO | CA | 94123 | PUBLIC CHARITY | FOR THE PROFESSIONAL DEVELOPMENT OF TEACHING ARTISTS AND CLASSROOM TEACHERS | $20,000 | |
| SANTA MONICA YOUTH ORCHESTRA | |||||||
| 1017 4TH ST APT 15 | SANTA MONICA | CA | 90403 | PUBLIC CHARITY | FOR A FREE, NO-AUDITION MUSIC PROGRAM | $10,000 | |
| SOL-LA MUSIC ACADEMY | |||||||
| 1812 STANFORD ST | LOS ANGELES | CA | 90404 | PUBLIC CHARITY | FOR THE ST. ANNE SCHOOL MUSIC PROGRAM | $15,000 | |
| STAGE WRITE (INTERSECTION FOR THE ARTS) | |||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | FOR THE PROFESSIONAL DEVELOPMENT OF TEACHING ARTISTS | $20,000 | |
| SUSTAINABLE CONSERVATION | |||||||
| 98 BATTERY ST | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | TO IMPROVE THE QUANTITY AND QUALITY OF GROUNDWATER IN THE SAN JOAQUIN VALLEY | $75,000 | |
| TEN STRANDS | |||||||
| PO BOX 150869 | SAN RAFAEL | CA | 94915 | PUBLIC CHARITY | FOR THE COVID-19 OUTDOOR LEARNING INITIATIVE | $50,000 | |
| THE SAN FRANCISCO FOUNDATION | |||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | FOR THE CLARENCE E. HELLER CHARITABLE FOUNDATION DONOR ADVISED FUND | $575,000 | |
| THE SIERRA FUND | |||||||
| 103 PROVIDENCE MINE ROAD SUITE 101 | NEVADA CITY | CA | 95959 | PUBLIC CHARITY | TO PROTECT CALIFORNIANS FROM TOXIC CHEMICALS USED IN MINING | $75,000 | |
| UNIVERSITY OF CALIFORNIA SANTA CRUZ | |||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | PUBLIC CHARITY | TO LAUNCH THE UNDERGRADUATE MAJOR IN AGROECOLOGY | $100,000 | |
| YES NATURE TO NEIGHBORHOODS | |||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94804 | PUBLIC CHARITY | FOR THE PARTICIPANT PATHWAYS PROGRAM | $30,000 | |
| YOUTH ORCHESTRA SALINAS | |||||||
| 1122 E ALISAL ST | SALINAS | CA | 93905 | PUBLIC CHARITY | FOR GENERAL SUPPORT OF YOUTH ORCHESTRA PROGRAMS IN SALINAS | $15,000 | |
| YOUTH OUTSIDE | |||||||
| 436 14TH ST STE 1209 | OAKLAND | CA | 94612 | PUBLIC CHARITY | FOR PROFESSIONAL DEVELOPMENT FOR FUTURE ENVIRONMENTAL EDUCATORS | $20,000 | |
| SUPPORT FOR PHILANTHROPIC ORGANIZATIONS | |||||||
| AVAILABLE UPON REQUEST | AVAILABLE | CA | 99999 | PUBLIC CHARITY | OTHER | $9,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,619,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,862 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $151,808 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$86,385 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME FROM PARTNERSHIP | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$18,898 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,898 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $132,910 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$56,625 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,285 | 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 | $70,068 | Amt |
| Net Investment Income | $16,121 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $45,266 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CEHCF FUND, LP | AT COST | $74,089,800 | $74,089,800 |
| QR APAX EUROPE VI | AT COST | $359,338 | $359,338 |
| QR DAG II COINVEST | AT COST | $70,433 | $70,433 |
| QR DAG III COINVEST | AT COST | $30,900 | $30,900 |
| RSP MINERALS | AT COST | $15,035 | $15,035 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,754 | LegalFeesAmt |
| Net Investment Income | $365 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,389 | 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 | $748,318 | $0 | $0 |
| OFFICE EXPENSES | $15,918 | $570 | $0 | $15,348 |
| INSURANCE | $15,525 | $546 | $0 | $14,979 |
| AFFILIATIONS/SUBSCRIPTIONS | $3,910 | $140 | $0 | $3,770 |
| EQUIPMENT | $6,863 | $242 | $0 | $6,622 |
| TELECOMMUNICATIONS | $7,586 | $271 | $0 | $7,315 |
| CUSTODY FEES | $580 | $580 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS INCOME | $10,862 | $9,499 | $0 |
| PORTFOLIO INCOME | $0 | $147,766 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS | Desc |
| Amt | $10,010,937 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION PLAN | $49,800 | $51,200 |
| DEFERRED TAX LIABILITY | $117,432 | $85,229 |
| ACCRUED VACATION | $0 | $37,764 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $12,508 | $3,679 | $0 | $8,829 |
| INVESTMENT ADVISORY FEES | $200,000 | $192,596 | $0 | $0 |
| OTHER INVESTMENT MGMT FEES | $39 | $39 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $12,347 | 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 | 44 MONTGOMERY STREET STE 1970 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 |