2023-10-06T17:06:46-05:00 2022-10-06 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-07-01 942597088 HELZEL FAMILY FOUNDATION C/O THE EAST BAY COMMUNITY FOUNDATION HELZ 5108363223 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 DEBORAH KIRSHMAN PRESIDENT/BOARD CHAIR 5108363223 2023-10-06 1 DEBORAH KIRSHMAN 999009999 0 MAGA E KISRIEV P01008919 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X DEBORAH KIRSHMAN 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 5288 0 X N/A X 1979 CA TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE EAST BAY COMMUNITY FOUNDATION. X 7 7 0 7 3934 0 0 0 0 0 635264 5288 175697 0 810961 5288 20555005 1209 0 0 0 0 0 0 0 289402 145 20844407 1354 -20033446 3934 26123 0 26123 0 0 0 X THE MISSION OF THE HELZEL FAMILY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN THE SAN FRANCISCO BAY AREA AND BEYOND THROUGH SUPPORT OF NOT-FOR-PROFIT EDUCATIONAL, ARTS, AND CULTURAL INSTITUTIONS. THE FOUNDATION SUPPORTS ORGANIZATIONS AND PURSUES PARTNERSHIPS COMMITTED TO THE HIGHEST LEVEL OF ACHIEVEMENT AND EXCELLENCE, WITH A GOAL OF DIRECTLY AFFECTING INDIVIDUAL LIVES. THE HFF IS A SUPPORTING ORGANIZATION OF THE EAST BAY COMMUNITY FOUNDATION. 0 0 1209 1209 0 THE ORGANIZATION DISSOLVED ON OCTOBER 6, 2022 AND TRANSFERRED REMAINING ASSETS TO A DONOR ADVISED FUND AT EAST BAY COMMUNITY FOUNDATION. 1209 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X GENEVIEVE ZARAGOZA 5108363223 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 X DEBORAH KIRSHMAN PRESIDENT/BOARD CHAIR 4.00 0.00 X X 0 0 0 LAWRENCE HELZEL VP/TREASURER 2.00 0.00 X X 0 0 0 DANIEL KIRSHMAN SECRETARY 1.00 0.00 X X 0 0 0 DAVID MENDEL BOARD MEMBER 1.00 0.00 X 0 0 0 GARY SHAPIRO BOARD MEMBER 1.00 0.00 X 0 0 0 EDWARD G LIEBST BOARD MEMBER 1.00 0.00 X 0 0 0 EDWARD BLUM BOARD MEMBER 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 1354 1354 3934 0 3934 3934 3934 5288 0 3934 1354 1209 1209 145 145 1354 1209 145 0 0 24630 0 0 287 0 0 0 0 0 0 0 644 0 0 0 0 562 0 26123 0 561 0 25000 0 562 0 26123 0 X 0 0 0 0 26123 0 X 3934 -3934 X 0 0 0 X X 1 EAST BAY COMMUNITY FOUNDATION 946070996 7 1 1209 0 1 1209 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 CASH 2022-09-30 1209 FAIR MARKET VALUE 946070996 EAST BAY COMMUNITY FOUNDATION 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 501(C)(3) 0 0 0 0 1 1 1 1 0 FORM 990, PART VI, SECTION A, LINE 2 LAWRENCE HELZEL, VP/TREASURER, DEBORAH KIRSHMAN, PRESIDENT/BOARD CHAIR, AND DANIEL KIRSHMAN, SECRETARY, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A HELZEL FAMILY FOUNDATION IS A TYPE I SUPPORTING ORGANIZATION OF THE EAST BAY COMMUNITY FOUNDATION (EBCF). EBCF IS A PUBLIC CHARITY DESCRIBED IN INTERNAL REVENUE CODE SECTIONS 501(C)(3) AND 170(B)(1)(A)(VI). THE TYPE I RELATIONSHIP IS MAINTAINED BY VIRTUE OF THE FACT THAT EBCF HAS THE POWER TO APPOINT/REMOVE MEMBERS OF THE GOVERNING BODY OF HELZEL FAMILY FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE INTERIM CHIEF FINANCIAL OFFICER OF EBCF. THE INTERIM CHIEF FINANCIAL OFFICER REVIEWED THE RETURN AND FORWARDED THE FORM 990 TO THE OTHER BOARD MEMBERS PRIOR TO FILING. IF THE BOARD MEMBERS HAD QUESTIONS, THE INTERIM CHIEF FINANCIAL OFFICER OR THE ACCOUNTING FIRM ADDRESSES THE QUESTIONS BEFORE SUBMITTING THE FORM 990 TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL COI QUESTIONNAIRE IS DISTRIBUTED TO OFFICERS AND DIRECTORS. THEY RETURN THE QUESTIONNAIRE AND CONFIRM IN WRITING THEIR COI STATUS. THE HELZEL FAMILY FOUNDATION REQUIRES ITS DIRECTORS AND OFFICERS TO DISCLOSE ALL INTERESTS THAT THEY OR A FAMILY MEMBER HAS IN OTHER FOR-PROFIT OR NONPROFIT ENTITIES OR INTERESTS THAT MIGHT EXIST AMONG DIRECTORS AND OFFICERS WHERE IT IS FORESEEABLE THAT THE FOUNDATION MAY ENTER INTO A CONTRACT OR AWARD A GRANT OR HAVE OTHER BUSINESS OR FINANCIAL DEALINGS WITH THE ENTITY. THIS SHALL INCLUDE, BUT NOT BE LIMITED TO, FINANCIAL INTERESTS, OFFICER POSITIONS, DIRECTORSHIPS, AND OTHER SIMILAR SUBSTANTIAL INTERESTS IN ANY SUCH ENTITIES. IF A CONFLICT OR POTENTIAL CONFLICT IS IDENTIFIED THEN THE OFFICER OR BOARD MEMBER WOULD RECUSE THEMSELVES FOR ANY VOTE ON THE MATTER BEFORE THE BOARD OR COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART XI, LINE 9: PASSTHROUGH INCOME NOT ON BOOKS -3,934. EAST BAY COMMUNITY FOUNDATION 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 946070996 COMMUNITY SUPPORT CA 501(C)(3) LINE 7 N/A 0 MODEL TRANSITIONS FOUNDATION 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 912168651 GRANTS IN SUPPORT OF THE EAST BAY COMMUNITY FOUNDATION CA 501(C)(3) LINE 12A, I EAST BAY COMMUNITY FOUNDATION 0 EBCF PROPERTIES 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 943315846 SUPPORT EAST BAY COMMUNITY FOUNDATION CA 501(C)(3) LINE 12A, I EAST BAY COMMUNITY FOUNDATION 0 EAST BAY FOUNDATION ON AGING 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 810564387 SUPPORT EAST BAY COMMUNITY FOUNDATION CA 501(C)(3) LINE 12A, I EAST BAY COMMUNITY FOUNDATION 0 CHARITABLE REMAINDER UNITRUST (5) INVESTMENTS CA EAST BAY COMMUNITY FOUNDATION T 0 POOLED INCOME FUND INVESTMENTS CA EAST BAY COMMUNITY FOUNDATION T 0 CHARITABLE LEAD ANNUITY TRUST (1) INVESTMENTS CA EAST BAY COMMUNITY FOUNDATION T 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0