2025-02-12T13:46:01-06:00 2024-12-31 942186350 CALEGARI & MORRIS ACCOUNTANTS 650 CALIFORNIA ST 3RD FLOOR SAN FRANCISCO CA 94108 990PF 2024-01-01 134007110 THE MARSHA AND DAVID VEIT CHARITABLE FOUNDATION INC MARS 9145482391 181 FREMONT STREET APT 55B SAN FRANCISCO CA 94105 DAVID VEIT PRESIDENT 9145482391 2025-02-09 1 0 MONIQUE M TIGER P01434288 4159818766 2025-02-09 2024 2025-03-06 01:10:19Z X 1632759 X X 45807 45807 42541 154013 42541 88348 88348 0 0 0 6851 0 6851 7096 7096 0 1997 0 0 420 0 420 16364 7096 7271 72184 72184 88548 7096 79455 -200 81252 32561 46998 46998 477678 382042 936461 601327 681327 649300 534524 535523 0 1646090 1645890 1632759 0 0 X 0 0 0 0 1646090 1645890 1646090 1645890 1646090 1645890 1646090 -200 0 1645890 0 1645890 CHARLES SCHWAB & CO - SALES OF SECURITIES 57997 21603 36394 36394 CHARLES SCHWAB & CO - SALES OF SECURITIES 96016 89869 6147 6147 42541 1129 0 1129 0 1129 1500 0 0 0 1500 0 371 371 0 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 SARAH VEIT WALLIS 111 TERRACE DRIVE SAN FRANCISCO CA 94127 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 1552761 39908 0 1592669 0 0 1592669 23890 1568779 78439 78439 1129 1129 77310 0 77310 0 77310 79455 0 79455 77310 0 0 2290 45098 47388 79455 0 0 0 77310 2145 0 0 49533 0 0 0 0 0 0 0 49533 2290 45098 2145 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 10000 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 ASSOCIATES OF THE NATIONAL THEATRE 600 5TH AVE 2ND FLOOR NEW YORK NY 10020 NONE OTHER PUBLIC CHARITY TO SUPPORT THEATRE 940 AMERICAN ASSOCIATES OF THE NATIONAL THEATRE 600 5TH AVE 2ND FLOOR NEW YORK NY 10020 NONE OTHER PUBLIC CHARITY TO SUPPORT THEATRE 500 AMERICAN CONSERVATORY THEATER (ACT) 30 GRANT AVENUE 7TH FLOOR SAN FRANCISCO CA 94108 NONE OTHER PUBLIC CHARITY TO SUPPORT CAREERS IN THE ARTS 100 AMERICAN CONSERVATORY THEATER (ACT) 30 GRANT AVENUE 7TH FLOOR SAN FRANCISCO CA 94108 NONE OTHER PUBLIC CHARITY TO SUPPORT CAREERS IN THE ARTS 1500 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 250 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 2000 AMERICANS FOR OXFORD INC 500 FIFTH AVENUE 32ND FLOOR NEW YORK NY 10110 NONE OTHER PUBLIC CHARITY SUPPORTING EDUCATION, SCIENCE AND LITERATURE 1500 AMERICANS UNITED FOR SEPARATION OF C&S 1310 L STREET NW SUITE 200 WASHINGTON DC 20005 NONE OTHER PUBLIC CHARITY EDUCATIONAL & CHARITABLE PURPOSES 350 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 NONE OTHER PUBLIC CHARITY FIGHTING ANTISEMITISM, ADVANCING CIVIL RIGHTS, PREVENTING HATE CRIMES 500 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 BARBARA SINATRA CHILDRENS CENTER 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 NONE OTHER PUBLIC CHARITY SUPPORTING ABUSED CHILDREN 1000 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 1000 BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION 641 LEXINGTON AVENUE 15TH FLOOR NEW YORK NY 10022 NONE OTHER PUBLIC CHARITY SUPPORTING EDUCATION, SCIENCE AND LITERATURE 1500 BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION 641 LEXINGTON AVENUE 15TH FLOOR NEW YORK NY 10022 NONE OTHER PUBLIC CHARITY SUPPORTING EDUCATION, SCIENCE AND LITERATURE 1500 CAMERA PO BOX 35040 BOSTON MA 02135 NONE OTHER PUBLIC CHARITY TO PROMOTE ACCURATE AND BALANCED PORTRAYALS OF THE JEWISH STATE 500 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 COFAMFINE ARTS MUSEUMS OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 NONE OTHER PUBLIC CHARITY TO ENRICH THE CULTURAL EXPERIENCE OF THE COMMUNITY 249 CONGREGATION EMANU-EL 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 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 540 DESERT COMMUNITY FOUNDATION 75-105 MERLE DRIVE SUITE 300 PALM DESERT CA 92211 NONE OTHER PUBLIC CHARITY TO SUPPORT SCHOLOARSHIPS IN THE DESERT COMMUNITIES 2000 DESERT COMMUNITY FOUNDATION 75-105 MERLE DRIVE SUITE 300 PALM DESERT CA 92211 NONE OTHER PUBLIC CHARITY TO SUPPORT SCHOLOARSHIPS IN THE DESERT COMMUNITIES 100 DESERT COMMUNITY FOUNDATION 75-105 MERLE DRIVE SUITE 300 PALM DESERT CA 92211 NONE OTHER PUBLIC CHARITY TO SUPPORT SCHOLOARSHIPS IN THE DESERT COMMUNITIES 500 FIRST TEE OF SAN FRANCISCO 99 HARDING RD SAN FRANCISCO CA 94132 NONE OTHER PUBLIC CHARITY TO PROVIDE RESOURCES TO UNDERSERVED YOUTH 500 HEBREW IMMIGRANT AID SOCIETY (HIAS) 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 NONE OTHER PUBLIC CHARITY TO AID THE REFUGEE CRISIS 375 HILLELORG 800 8TH ST NW WASHINGTON DC 20001 NONE OTHER PUBLIC CHARITY SUPPORTING JEWISH COLLEGE STUDENTS 500 ISRAEL GUIDE DOG CENTER 968 EASTON ROAD SUITE H WARRINGTON PA 18976 NONE OTHER PUBLIC CHARITY TO CONNECT THE VISUALLY IMPAIRED WITH A GUIDE DOG 100 JEWISH FEDERATION OF THE DESERT 69710 CA-111 RANCHO MIRAGE CA 92270 NONE OTHER PUBLIC CHARITY EDUCATIONAL & CHARITABLE PURPOSES 1500 THE JEWISH HOME & SENIOR LIVING FOUNDATION - SF CAMPUS FOR JEWISH LIVING 302 SILVER AVENUE SAN FRANCISCO CA 94112 NONE OTHER PUBLIC CHARITY TO SUPPORT SENIORS 6000 THE JEWISH HOME & SENIOR LIVING FOUNDATION - SF CAMPUS FOR JEWISH LIVING 302 SILVER AVENUE SAN FRANCISCO CA 94112 NONE OTHER PUBLIC CHARITY TO SUPPORT SENIORS 990 LAKE TAHOE SCHOOL 995 TAHOE BLVD INCLINE VILLAGE NV 89451 NONE OTHER PUBLIC CHARITY TO SUPPORT STUDENT EDUCATION 500 LINCOLN CITY CULTURAL CENTER 540 NE HWY 101 LINCOLN CITY OR 97367 NONE OTHER PUBLIC CHARITY TO ENRICH THE CULTURAL EXPERIENCE OF THE COMMUNITY 500 MCCALLUM THEATRE 73000 FRED WARING DRIVE PALM DESERT CA 92260 NONE OTHER PUBLIC CHARITY TO PROVIDE ARTS TRAINING AND COMMUNITY PROGRAMS 1000 MISSION HIGH FOUNDATION 3750 18TH STREET SAN FRANCISCO CA 94114 NONE OTHER PUBLIC CHARITY TO PROVIDE RESOURCES TO MISSION HIGH SCHOOL AND ITS STUDENTS 500 NAMI 4301 WILSON BLVD ARLINGTON COUNTY VA 22203 NONE OTHER PUBLIC CHARITY TO SUPPORT MENTAL ILLNESS 100 NORTH LINCOLN HOSPITAL FOUNDATION 3010 NE 28TH ST LINCOLN CITY OR 97367 NONE OTHER PUBLIC CHARITY TO PROVIDE MEDICAL SERVICES 10000 NORTHERN WESTCHESTER HOSPITAL 400 EAST MAIN STREET MOUNT KISCO NY 10549 NONE OTHER PUBLIC CHARITY TO SUPPORT SOCIAL WORKERS AND VOLUNTEER CAREGIVERS 500 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 AT JOHNS HOPKINS UNIVERSITY 750 E PRATT STREET SUITE 1722A BALTIMORE MD 21202 NONE OTHER PUBLIC CHARITY ALS RESEARCH 500 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 1500 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 500 PRESERVATION MIRAGE PO BOX 3041 RANCHO MIRAGE CA 92270 NONE OTHER PUBLIC CHARITY TO PRESERVE THE ARCHITECHTURAL HISTORY OF RANCHO MIRAGE 500 PRESERVATION MIRAGE PO BOX 3041 RANCHO MIRAGE CA 92270 NONE OTHER PUBLIC CHARITY TO PRESERVE THE ARCHITECHTURAL HISTORY OF RANCHO MIRAGE 300 SAN FRANCISCO OPERA ASSOCIATION 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 NONE OTHER PUBLIC CHARITY TO SUPPORT THE OPERA 500 SF MARIN FOOD BANK 900 PENNSYLVANIA AVENUE SAN FRANCISCO CA 94107 NONE OTHER PUBLIC CHARITY TO END HUNGER AND PROVIDE FOOD TO THOSE IN NEED 100 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 STAND WITH US PO BOX 341069 LOS ANGELES CA 90034 NONE OTHER PUBLIC CHARITY TO SUPPORT ISRAEL THROUGH EDUCATION 500 STANFORD UNIVERSITY 326 GALVEZ STREET STANFORD CA 94305 NONE OTHER PUBLIC CHARITY TO SUPPORT EDUCATION 4000 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 500 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 500 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 BRANDEIS SCHOOL OF SAN FRANCISCO 655 BROTHERHOOD WAY SAN FRANCISCO CA 94132 NONE OTHER PUBLIC CHARITY TO PROVIDE EDUCATION 540 THE EAST CUT COMMUNITY BENEFIT DISTRICT 160 SPEAR STREET SUITE 415 SAN FRANCISCO CA 94105 NONE OTHER PUBLIC CHARITY TO SUPPORT DEVELOPMENT OF THE EAST CUT NEIGHBORHOOD 500 THE LIVING DESERT 47900 PORTOLA AVE PALM DESERT CA 92260 NONE OTHER PUBLIC CHARITY TO SUPPORT DESERT CONSERVATION 500 WORLD JEWISH CONGRESS - AMERICAN SECTION PO BOX 2003 MERRIFIELD VA 22116 NONE OTHER PUBLIC CHARITY TO SUPPORT THE WORK AND PROJECTS OF THE WORLD JEWISH CONGRESS 500 YOUTH ON COURSE 30 RAGSDALE DR SUITE 201 MONTEREY CA 93940 NONE OTHER PUBLIC CHARITY TO SUPPORT YOUTH THROUGH GOLF 500 72184 0 14 45807 18 42541 0 88348 0 88348 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6851 0 6851 BAIRD CORE PLUS BD INST 262957 227498 DIAMOND HILL SHORT DUR SECURITIZED BD I 110020 108792 DODGE & COX INCOME I 179520 182260 NEUBERGER BERMAN STRATEGIC INCOME I 105820 108082 VANGUARD INFALTION-PROTECTED SECS ADM 23010 22668 SCHWAB S&P 500 INDEX FD 136656 557656 ISHARES CORE S&P 500 ETF 70864 191321 VANGUARD FTSE DEVELOPED MARKETS ETF 104984 121941 VANGUARD FTSE EMERGING MARKETS ETF 53702 48444 VANGUARD TOTAL STOCK 15836 17099 UNREALIZED GAINS/(LOSSES) 534524 535523 NYS FILING FEE 250 0 250 ADVERTISING 170 0 170 INVESTMENT ADVISORY FEES 7096 7096 0 INCOME TAXES 1997 0 0