2021-11-15T19:15:16-06:00 2020-12-31 SEILER LLP THREE LAGOON DR STE 400 REDWOOD CITY CA 94065 990PF 2020-01-01 611583546 HELLMAN FOUNDATION % LYRA MANAGEMENT LLC HELL 4153917545 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 JOANNE HAGOPIAN TREASURER 4153917545 2021-11-15 true JOANNE HAGOPIAN 999009999 DAVID M SACARELOS P00082838 6503654646 2021-11-15 3 2020 2022-09-23 18:48:47Z X 693471633 X 887971 2906339 2906339 4615870 116605476 12687117 125378830 -33039 133789010 15560417 0 38288 0 0 43917 525600 248782 0 248783 3921518 766892 2709777 602042 3767 21006 9927 9777 4265511 4278475 9362886 1019441 0 7311735 69571456 59100000 78934342 1019441 0 66411735 54854668 14540976 2241179 2189516 2189516 311776 8106939 8106939 105185276 162053104 162053104 54422264 56569838 56569838 191016208 210611729 210611729 246600279 253940507 253940507 599776982 693471633 693471633 526419 670322 19992305 30463761 778340 1046700 21297064 32180783 X 578479918 661290850 578479918 661290850 599776982 693471633 578479918 54854668 27956264 661290850 661290850 PUBLICLY TRADED SECURITIES 108574229 103958359 4615870 4615870 CAPITAL GAINS FROM PASS-THROUGH ENTITIES 8071247 8071247 8071247 12687117 202120 202120 202120 86053 0 127000 213053 10933 10933 false false false false false true true false true true CA true false false false true true WWW.HELLMANFOUNDATION.ORG LYRA MANAGEMENT LLC 4153917545 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 false false false true true false false false false false false false false false false false true false false true false false false false PATRICIA HELLMAN GIBBS 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 BOARD CHAIR/DIRECTOR 5.0 0 0 0 JUDITH HELLMAN 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 DIRECTOR 1.0 0 0 0 JOANNE HAGOPIAN 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 TREASURER/SECRETARY 4.0 0 0 0 SUSAN HIRSCH 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 EXECUTIVE DIRECTOR 16.0 0 0 0 MARCO W HELLMAN 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 DIRECTOR 5.0 0 0 0 FRANCES HELLMAN 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 DIRECTOR 1.0 0 0 0 HALL CAPITAL PARTNERS LLC ONE MARITIME PLAZA SUITE 600 SAN FRANCISCO CA 94111 PORTFOLIO MANAGEMENT 590479 Hirsch Philanthropy Partners 1714 STOCKTON STREET SUITE 400 SAN FRANCISCO CA 94133 PROGRAM SERVICES 2383333 CLEAR IMPACT (LEARNING FOR ACTION 170 CAPP STREET SUITE C SAN FRANCISCO CA 94110 CONSULTING 295882 LYRA MANAGEMENT LLC 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 ACCOUNTING SERVICES 418700 SEILER LLP THREE LAGOON DRIVE SUITE 400 REDWOOD CITY CA 94065 ACCOUNTING 78865 SEE STATEMENT F 4255158 172760424 7954302 202395478 383110204 0 383110204 5746653 377363551 18868178 18868178 202120 202120 18666058 18666058 18666058 66411735 0 0 0 0 66411735 0 66411735 18666058 0 2018 2017 2016 0 5177247 814536 6619715 7828901 5664409 26104808 66411735 0 18666058 47745677 73850485 0 0 0 0 5177247 68673238 814536 6619715 7828901 5664409 47745677 NONE NONE X STATEMENT D 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 PC STATEMENT D 59100000 59100000 STATEMENT D 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 PC STATEMENT D 25110000 25110000 4033 14 1612922 548 14 1288836 525990 8876 18 4606994 INCOME FROM SCHEDULE K-1S 14 859411 BENEFICIAL INTEREST IN NET ASSETS 01 125372883 INCOME FROM SCHEDULE K-1S 525990 28560 STATE TAX REFUND 01 5947 42017 133746993 133789010 false false false false false false false false false false X X 1 PATRICIA C HELLMAN ADMINISTRATIVE T 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 120465839 X 2 PATRICIA C HELLMAN ADMINISTRATIVE T 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 2682156 X X 3 Hellman Fellows Fund 555 CALIFORNIA STREET SUITE 4905 SAN FRANCISCO CA 94104 887971 X 2 publicly traded securities and various partnership interests 2682156 2020-12-31 3 Partnership Interest 887971 2020-12-31 TAX RETURN PREPARATION FEES 36150 13807 13808 AUDIT FEES 70750 25625 25625 ACCOUNTING SERVICES 418700 209350 209350 SEE STATEMENT B 56569838 56569838 162053104 162053104 SEE STATEMENT C FMV 210611729 210611729 GENERAL CORPORATE COUNSEL 38288 43917 STATE TAX REFUND 340078 340078 340078 BENEFICIAL INTEREST RECEIVABLE 246183159 248408047 248408047 PREPAID EXPENSES 64 5062521 5062521 OTHER RECEIVABLE 70732 129861 129861 ACCRUED INTEREST PURCHASE 6246 0 0 OFFICE EXPENSES 20613 20613 MISC OTHER EXPENSES 2347 2291 WEBSITE MAINTENANCE 413 413 EVENT EXPENSES 4242138 4255158 INCOME FROM SCHEDULE K-1S 0 -33039 INCREASE IN BENEFICIAL INTEREST 125372883 STATE TAX REFUND 5947 UNREALIZED GAIN 27956260 ROUNDING 4 DEFERRED TAX LIABILITIES 584600 1046700 ACCRUED PAYROLL TAX 63676 0 INCOME TAX PAYABLE 84264 0 EXCISE TAX PAYABLE 45800 0 PORTFOLIO MANAGEMENT 766892 766892 PROGRAM SERVICES 2800000 2383333 CONSULTING 354626 326444 FOREIGN TAXES 1079 1079 OTHER TAXES 600963 2688 21006