2021-05-11T12:15:41-05:00 2020-12-31 942186350 CALEGARI & MORRIS ACCOUNTANTS 650 CALIFORNIA ST 3RD FLOOR SAN FRANCISCO CA 94108 990PF 2020-01-01 134007110 THE MARSHA AND DAVID VEIT CHARITABLE FOUNDATION INC MARS 4152421155 181 FREMONT STREET APT 55B SAN FRANCISCO CA 94105 DAVID VEIT PRESIDENT 4152421155 2021-05-08 1 DAVID VEIT 999009999 MONIQUE M TIGER P01434288 4159818766 2021-05-07 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1364041 X 148788 27166 27166 157587 275005 157587 333541 184753 0 0 0 4050 0 0 4940 0 0 267 0 0 250 0 0 9507 0 0 69072 69072 78579 0 69072 254962 184753 152245 54402 54402 586776 654785 939943 197223 357233 369696 201297 326083 0 1137541 1392503 1364041 0 0 X 0 0 0 0 1137541 1392503 1137541 1392503 1137541 1392503 1137541 254962 0 1392503 0 1392503 CHARLES SCHWAB & CO - SALE OF SECURITIES 272901 117418 155483 155483 CAPITAL GAINS DIVIDENDS P 2104 2104 2104 157587 2568 0 2568 0 2568 0 0 0 0 0 5 2573 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 NONE CALEGARI MORRIS ACCOUNTANTS 4159818766 650 CALIFORNIA STREET 3RD FL SAN FRANCISCO CA 94108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID M VEIT 181 FREMONT STREET APT 55B SAN FRANCISCO CA 94105 DIRECTOR/PRESIDENT 0.25 0 0 0 MARSHA VEIT 181 FREMONT STREET APT 55B SAN FRANCISCO CA 94105 DIRECTOR/SECY/TREASURER 0.25 0 0 0 NONE 0 NONE 0 0 1066229 64771 0 1131000 0 0 1131000 16965 1114035 55702 55702 2568 2568 53134 0 53134 0 53134 69072 0 69072 0 69072 53134 2073 0 0 69072 2073 0 0 53134 13865 0 0 13865 0 0 0 0 0 0 0 13865 13865 DAVID M VEIT X ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 NONE OTHER PUBLIC CHARITY TO SUPPORT RESEARCH AND PROVIDE SUPPORT PROGRAMS/SERVICES 15000 ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 NONE OTHER PUBLIC CHARITY TO SUPPORT RESEARCH AND PROVIDE SUPPORT PROGRAMS/SERVICES 5000 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 120 WALL STREET NEW YORK NY 10005 NONE OTHER PUBLIC CHARITY TO PROVIDE EDUCATION PROGRAMS FOR SUICIDE PREVENTION AND RESOURCES TO SURVIVORS 150 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10018 NONE OTHER PUBLIC CHARITY SUPPORTING THE LIFE SAVING EFFORTS OF MAGEN DAVID ADOM IN ISRAEL 500 AMERICAN JEWISH COMMITTEE 165 E 56TH ST NEW YORK NY 10022 NONE OTHER PUBLIC CHARITY TO ADVOCATE FOR THE SECURITY AND WELL-BEING OF JEWISH PEOPLE 500 AMERICANS FOR OXFORD INC 500 FIFTH AVENUE 32ND FLOOR NEW YORK NY 10110 NONE OTHER PUBLIC CHARITY SUPPORTING EDUCATION, SCIENCE AND LITERATURE 2500 AMERICANS UNITED FOR SEPARATION OF C&S 1301 K STREET WASHINGTON DC 20005 NONE OTHER PUBLIC CHARITY EDUCATIONAL & CHARITABLE PURPOSES 350 BARBARA SINATRA CHILDRENS CENTER 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 NONE OTHER PUBLIC CHARITY SUPPORTING ABUSED CHILDREN 1000 BIRTHRIGHT ISRAEL FOUNDATION 33 E 33RD ST 7TH FL NEW YORK NY 10016 NONE OTHER PUBLIC CHARITY TO SUPPORT JEWISH COMMUNITY GROWTH, ENGAGEMENT AND CONTINUITY 1500 B'NAI B'RITH 1120 20TH STREET NW SUITE 300 NORTH WASHINGTON DC 20036 NONE OTHER PUBLIC CHARITY TO POSITIVELY AND EFFECTIVELY ADDRESS CONCERNS OF THE JEWISH COMMUNITY 250 BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION 575 MADISON AVENUE SUITE 1006 NEW YORK NY 10022 NONE OTHER PUBLIC CHARITY SUPPORTING EDUCATION, SCIENCE AND LITERATURE 1500 BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION 575 MADISON AVENUE SUITE 1006 NEW YORK NY 10022 NONE OTHER PUBLIC CHARITY SUPPORTING EDUCATION, SCIENCE AND LITERATURE 5000 BUSINESS FOR EXELLENCE IN YOUTH PO BOX 843 NEOTSU OR 97364 NONE OTHER PUBLIC CHARITY TO PROVIDE EDUCATIONAL SERVICES 500 CAMERA PO BOX 35040 BOSTON MA 02135 NONE OTHER PUBLIC CHARITY TO PROMOTE ACCURATE AND BALANCED PORTRAYALS OF THE JEWISH STATE 250 CAMFED USA 466 GEARY STREET SUITE 400 SAN FRANCISCO CA 94102 NONE OTHER PUBLIC CHARITY PAN-AFRICAN MOVEMENT REVOLUTIONIZING HOW GIRLS' EDUCATION IS DELIVERED 1000 CENTER FOR EARLY INTERVENTION ON DEAFNESS 1035 GRAYSON STREET BERKELEY CA 94710 NONE OTHER PUBLIC CHARITY TO SUPPORT CHILDREN AND FAMILIES INFLUENCED BY DEAFNESS 1000 CONGREGATION EMANU-EL IMPACT FUND TWO LAKE STREET SAN FRANCISCO CA 94118 NONE OTHER PUBLIC CHARITY TO EMPOWER BUILDING A SPIRITUAL COMMUNITY THAT REINFORCES POSITIVE ELEMENTS OF JEWISH HISTORY AND LIFE 500 CREATIVE VISIONS 18820 PACIFIC COAST HIGHWAY SUITE 201 MALIBU CA 90265 NONE OTHER PUBLIC CHARITY TO USE THE POWER OF MEDIA AND THE ARTS TO AFFECT POSITIVE CHANGE IN OUR WORLD 500 CV REP THEATRE 69930 HIGHWAY 111 SUITE 116 RANCHO MIRAGE CA 92270 NONE OTHER PUBLIC CHARITY TO PROVIDE THEATER AND OUTREACH PROGRAMS IN THE COACHELLA VALLEY 100 DESERT COMMUNITY FOUNDATION 75-105 MERLE DRIVE SUITE 300 PALM DESERT CA 92211 NONE OTHER PUBLIC CHARITY FOR SCHOLARSHIPS 500 DESERT COMMUNITY FOUNDATION 75-105 MERLE DRIVE SUITE 300 PALM DESERT CA 92211 NONE OTHER PUBLIC CHARITY FOR SCHOLARSHIPS 2000 ETHIOPIAN IMPACT INC PO BOX 679 STANFORD KY 40484 NONE OTHER PUBLIC CHARITY FOSTERING SPIRITUAL CHANGE, SOCIAL EMPOWERMENT, AND ECONOMIC PRODUCTION 1250 FIRST TEE OF SF 99 HARDING RD SAN FRANCISCO CA 94132 NONE OTHER PUBLIC CHARITY TO PROVIDE RESOURCES TO UNDERSERVED YOUTH 500 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 800 EIGHTH STREET NW WASHINGTON DC 20001 NONE OTHER PUBLIC CHARITY TO CONNECT COLLEGE STUDENTS AND INSPIRE LEADERSHIP 72 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 800 EIGHTH STREET NW WASHINGTON DC 20001 NONE OTHER PUBLIC CHARITY TO CONNECT COLLEGE STUDENTS AND INSPIRE LEADERSHIP 500 HIMALAYAN CATARACT PROJECT PO BOX 55 WATERBURY VT 05676 NONE OTHER PUBLIC CHARITY TO ERADICATE PREVENTABLE AND CURABLE BLINDNESS IN THE DEVELOPING WORLD 1000 ISRAEL GUIDE DOGS FOR THE BLIND 968 EASTON ROAD STE H WARRINGTON PA 18976 NONE OTHER PUBLIC CHARITY TO HELP VISUALLY IMPAIRED ISRAELIS ACHIEVE INDEPENDENCE 100 ISRAEL GUIDE DOGS FOR THE BLIND 968 EASTON ROAD STE H WARRINGTON PA 18976 NONE OTHER PUBLIC CHARITY TO HELP VISUALLY IMPAIRED ISRAELIS ACHIEVE INDEPENDENCE 500 JCCSF 3200 CALIFORNIA STREET SAN FRANCISCO CA 94118 NONE OTHER PUBLIC CHARITY TO CONNECT AND FOLLOW JEWISH CULTURE AND TRADITIONS TO PROVIDE A PATHWAY FOR JOYFUL, MEANINGFUL LIVING 1000 JEWISH FEDERATION OF THE DESERT 69710 CA-111 RANCHO MIRAGE CA 92270 NONE OTHER PUBLIC CHARITY EDUCATIONAL & CHARITABLE PURPOSES 500 JEWISH FEDERATION OF THE DESERT 69710 CA-111 RANCHO MIRAGE CA 92270 NONE OTHER PUBLIC CHARITY EDUCATIONAL & CHARITABLE PURPOSES 750 JEWISH HOME & REHAB CENTER - SF CAMPUS FOR JEWISH LIVING 302 SILVER AVENUE SAN FRANCISCO CA 94112 NONE OTHER PUBLIC CHARITY TO SUPPORT SENIORS 1000 JEWISH HOME & REHAB CENTER - SF CAMPUS FOR JEWISH LIVING 302 SILVER AVENUE SAN FRANCISCO CA 94112 NONE OTHER PUBLIC CHARITY TO SUPPORT SENIORS 3000 MCCALLUM THEATRE 73000 FRED WARING DRIVE PALM DESERT CA 92260 NONE OTHER PUBLIC CHARITY TO PROVIDE ARTS TRAINING AND COMMUNITY PROGRAMS 500 MIRALOMA ELEMENTARY SCHOOL 175 OMAR WAY SAN FRANCISCO CA 94127 NONE OTHER PUBLIC CHARITY TO NURTURE THE WHOLE CHILD THROUGH DYNAMIC AND AUTHENTIC LEARNING EXPERIENCES 450 MISSION HIGH FOUNDATION 3750 18TH STREET SAN FRANCISCO CA 94114 NONE OTHER PUBLIC CHARITY TO PROVIDE RESOURCES TO MISSION HIGH SCHOOL AND ITS STUDENTS 200 NORTH LINCOLN HOSPITAL FOUNDATION 3043 NE 28TH ST LINCOLN CITY OR 97367 NONE OTHER PUBLIC CHARITY TO PROVIDE MEDICAL SERVICES 500 NORTH LINCOLN HOSPITAL FOUNDATION 3043 NE 28TH ST LINCOLN CITY OR 97367 NONE OTHER PUBLIC CHARITY TO PROVIDE MEDICAL SERVICES 5000 NORTHERN WESTCHESTER HOSPITAL 400 EAST MAIN STREET MOUNT KISCO NY 10549 NONE OTHER PUBLIC CHARITY TO SUPPORT SOCIAL WORKERS AND VOLUNTEER CAREGIVERS 500 ONEGOAL 180 N WABASH AVE SUITE 800 CHICAGO IL 60601 NONE OTHER PUBLIC CHARITY TO ENSURE EVERY YOUNG PERSON HAS AN EQUITABLE OPPORTUNITY TO ACHIEVE THEIR GREATEST POSTSECONDARY ASPIRATIONS 1000 ONE WEST 54TH STREET FOUNDATION ONE WEST 54TH STREET NEW YORK NY 10019 NONE OTHER PUBLIC CHARITY TO MAINTAIN EXTERIOR OF BUILDING 500 PACKARD CENTER FOR ALS RESEARCH 855 N WOLFE ST 2ND FL STE 279 RM 232 BALTIMORE MD 21205 NONE OTHER PUBLIC CHARITY ALS RESEARCH 1000 PALM SPRINGS FRIENDS OF PHILHARMONIC PO BOX 12770 PALM DESERT CA 92255 NONE OTHER PUBLIC CHARITY TO BRING QUALITY SYMPHONIC MUSIC AND ASSIST YOUNG MUSICIANS 500 PLANNED PARENTHOOD FEDERATION OF AMERICA 434 WEST 3RD ST NEW YORK NY 10001 NONE OTHER PUBLIC CHARITY TO PROVIDE PERSONALIZED HEALTH CARE SERVICES TO ALL 200 PRESBYTERIAN SCHOOL 40 OAKDALE STREET HOUSTON TX 77006 NONE OTHER PUBLIC CHARITY FAMILY, SCHOOL AND CHURCH UNITED IN THE EDUCATION AND SUPPORT OF EACH CHILD 200 SAN FRANCISCO BALLET 455 FRANKLIN STREET SAN FRANCISCO CA 94102 NONE OTHER PUBLIC CHARITY TO CELEBRATE THE CONTINUITY OF BALLET AS AN ART 250 SAN FRANCISCO EDUCATION FUND 2730 BRYANT STREET SECOND FL SAN FRANCISCO CA 94110 NONE OTHER PUBLIC CHARITY SECURING EDUCATIONAL EQUITY FOR PUBLIC SCHOOL STUDENTS 250 SAN FRANCISCO OPERA ASSOCIATION 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 NONE OTHER PUBLIC CHARITY TO SUPPORT OPERA PRODUCTIONS 2000 SHORT GRASS FOUNDATION 7755 US-101 GLENEDEN BEACH OR 97388 NONE OTHER PUBLIC CHARITY HELPING STUDENT-ATHLETES STAY THE COURSE IN GOLF & LIFE 500 SOUTHBURY PUBLIC LIBRARY 100 POVERTY ROAD SOUTHBURY CT 06488 NONE OTHER PUBLIC CHARITY TRANSFORMING LIVES BY EDUCATING, INSPIRING AND CONNECTING 50 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 NONE OTHER PUBLIC CHARITY LEGAL AND EDUCATIONAL WORK TO FIGHT HATE AND PROMOTE TOLERANCE 200 STERN GROVE FESTIVAL ASSOCIATION 832 FOLSOM STREET SUITE 1000 SAN FRANCISCO CA 94107 NONE OTHER PUBLIC CHARITY TO PROVIDE FREE, ACCESSIBLE PERFORMING ARTS AND EDUCATION PROGRAMS 1000 STERN GROVE FESTIVAL ASSOCIATION 832 FOLSOM STREET SUITE 1000 SAN FRANCISCO CA 94107 NONE OTHER PUBLIC CHARITY TO PROVIDE FREE, ACCESSIBLE PERFORMING ARTS AND EDUCATION PROGRAMS 1000 STERN GROVE FESTIVAL ASSOCIATION 832 FOLSOM STREET SUITE 1000 SAN FRANCISCO CA 94107 NONE OTHER PUBLIC CHARITY TO PROVIDE FREE, ACCESSIBLE PERFORMING ARTS AND EDUCATION PROGRAMS 1000 THE LIVING DESERT 47900 PORTOLA AVE PALM DESERT CA 92260 NONE OTHER PUBLIC CHARITY TO SUPPORT DESERT CONSERVATION 1500 THE LIVING DESERT 47900 PORTOLA AVE PALM DESERT CA 92260 NONE OTHER PUBLIC CHARITY TO SUPPORT DESERT CONSERVATION 500 YMCA OF SAN FRANCISCO 50 CALIFORNIA STREET STE 650 SAN FRANCISCO CA 94111 NONE OTHER PUBLIC CHARITY YOUTH ADVOCACY AND TEEN PROGRAMS FOSTERING SOCIAL WELL-BEING 500 69072 0 18 27166 18 157587 0 184753 0 184753 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID VEIT 181 FREMONT STREET APT 55B SAN FRANCISCO CA 94105 148788 X 1 12 SHS NVIDIA CORP 6321 2020-12-21 1 10 SHS NVIDIA CORP 5268 2020-12-21 1 36 SHS ADVANCED MICRO DEVICES INC 3354 2020-12-21 1 5,701.27 SHS APPLE INC 47834 2020-12-21 1 7,798.97 SHS APPLE INC 63947 2020-12-21 1 2,799.89 SHS MICROSOFT CORP 22064 2020-12-21 ACCOUNTING 4050 0 0 BAIRD CORE PLUS BD INST 233947 241152 METROPOLITAN WEST TOTAL RETURN BOND I 98286 102961 PIONEER STRATEGIC INCOME 25000 25583 SCHWAB S&P 500 INDEX FD 125908 245092 INVESCO TAXABLE MUNICIPAL BOND ETF 25108 25125 ISHARES CORE S&P SMALL CAP ETF 9859 14061 ISHARES CORE S&P 500 ETF 70864 122002 ISHARES US TREASURY BOND ETF 132961 142220 SCHWAB US DIVIDEND EQUITY ETF 29782 34956 VANGUARD FTSE DEVELOPED MARKETS ETF 104984 120386 VANGUARD FTSE EMERGING MARKETS ETF 57494 60132 VANGUARD S&P 500 ETF 97825 175969 UNREALIZED GAINS/(LOSSES) 201297 326083 NYS FILING FEE 250 0 0 INVESTMENT ADVISORY FEES 4940 0 0 INCOME TAXES 267 0 0