2024-05-02T11:45:52-05:00 2023-12-31 810742089 RGP LLP 3478 BUSKIRK AVE STE 308 PLEASANT HILL CA 94523 990PF 2023-01-01 366065404 HOEFER FAMILY FOUNDATION HOEF 6502122240 PO BOX 7487 BURLINGAME CA 940107487 KURT HOEFER TREASURER 6502122240 2024-03-15 1 KURT HOEFER 999009999 0 WARD S PYNN P00184378 9259540100 2024-03-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 8281129 X X 543 543 133856 133856 -140513 1001389 0 -6114 134399 0 0 0 4600 920 3680 6148 3273 0 1718 430 1288 7728 3761 6355 20194 8384 11323 370901 370901 391095 8384 382224 -397209 126015 40934 44999 44999 162885 199770 199770 3993497 3639995 7560627 1237 1237 9733 1628 1628 370281 370281 466000 4568834 4256282 8281129 0 0 X 1747419 1747419 0 0 2821415 2508863 4568834 4256282 4568834 4256282 4568834 -397209 84657 4256282 0 4256282 CHARLES SCHWAB, CAPITAL GAINS P 2015-08-05 2023-12-31 1001389 1141902 -140513 -140513 -140513 1752 0 1752 0 1752 9070 0 0 0 9070 0 7318 7318 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 NONE KURT HOEFER 6502122240 PO BOX 7487 BURLINGAME CA 94010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN HOEFER PO BOX 7487 BURLINGAME CA 940117487 PRESIDENT & DIRECTOR 2.00 0 0 0 CRAIG HOEFER PO BOX 7487 BURLINGAME CA 940117487 DIRECTOR 1.00 0 0 0 KURT HOEFER PO BOX 7487 BURLINGAME CA 940117487 TREASURER & DIRECTOR 1.00 0 0 0 GLADYS HOEFER PO BOX 7487 BURLINGAME CA 940117487 DIRECTOR 1.00 0 0 0 ALAN HOEFER JR PO BOX 7487 BURLINGAME CA 940117487 DIRECTOR 1.00 0 0 0 MELANIE HOEFER PO BOX 7487 BURLINGAME CA 940117487 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION HAS BEGUN TO ACQUIRE A COLLECTION OF ARTWORK OF PAINTERS USING THE PLEIN AIR APPROACH TO PAINTING WHO PAINTED CALIFORNIA SCENES FROM APPROXIMATELY THE POST GOLD RUSH ERA TO 1940. WHEN A SUFFICIENT NUMBER OF PAINTINGS HAVE BEEN ACQUIRED, THE FOUNDATION WILL SEEK TO EXHIBIT THEM AS A STAND ALONE COLLECTION IN PUBLIC ART MUSEUMS AND LIBRARIES IN ORDER TO HELP EDUCATE THE GENERAL PUBLIC ABOUT THIS FORM OF WELL KNOWN AND APPRECIATED PAINTING. 0 0 7070903 198325 370281 7639509 0 0 7639509 114593 7524916 376246 376246 1752 1752 374494 0 374494 0 374494 382224 0 382224 374494 368587 0 0 382224 368587 0 0 13637 0 0 0 0 0 0 0 0 360857 0 0 0 X AIDSLIFECYCLE 1035 MARKET SUITE 400 SAN FRANCISCO CA 94103 NONE IRC 509(A)(1) GENERAL OPERATIONS 250 AL J CONDIT PTO 7000 S 3RD ST BELLAIRE TX 77401 NONE IRC 509(A)(1) GENERAL OPERATIONS 200 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 NONE IRC 509(A)(1) GENERAL OPERATIONS 1000 ARKANSAS STATE POLICE FOUNDATION 5702 DREHER LANE SUITE 3 LITTLE ROCK AR 72209 NONE IRC 509(A)(1) GENERAL OPERATIONS 1000 BURLINGAME LIBRARY FOUNDATION 480 PRIMROSE ROAD BURLINGAME CA 94010 NONE IRC 509(A)(1) GENERAL OPERATIONS 5000 CALIFORNIA ACADEMY OF SCIENCES 55 MUSIC CONCOURSE DR GOLDEN GATE PARK SAN FRANCISCO CA 94118 NONE IRC 509(A)(1) GENERAL OPERATIONS 10000 CALIFORNIA STATE RAILROAD MUSEUM FOUNDATION 111 I STREET SACRAMENTO CA 95814 NONE IRC 509(A)(1) GENERAL OPERATIONS 10000 CALL PRIMROSE 139 PRIMROSE ROAD BURLINGAME CA 94010 NONE IRC 509(A)(1) GENERAL SUPPORT 3000 CATHEDRAL SCHOOL FOR BOYS 1275 SACRAMENTO STREET SAN FRANCISCO CA 941081910 NONE IRC 509(A)(1) GENERAL OPERATIONS 2000 COFAM (FINE ARTS MUSEUMS FOUNDATION) 50 HAGIWARA TEA GARDEN SAN FRANCISCO CA 94118 NONE IRC 509(A)(1) GENERAL OPERATIONS 20000 CRYSTAL SPRINGS UPLANDS SCHOOL 400 UPLANDS DRIVE HILLSBOROUGH CA 94010 NONE IRC 509(A)(1) GENERAL SUPPORT 2500 CURIODYSSEY 1651 COYOTE POINT DRIVE SAN MATEO CA 94401 NONE IRC 509(A)(1) GENERAL SUPPORT 1250 DUMBARTON HOUSE 2715 Q STREET NW WASHINGTON DC 20007 NONE IRC 509(A)(1) GENERAL SUPPORT 1000 EDGEWOOD CENTER FOR CHILDREN AND FAMILIES 1801 VICENTE STREET SAN FRANCISCO CA 94116 NONE IRC 509(A)(1) GENERAL SUPPORT 1000 FAMILY FOUNDATION CHARITABLE TRUST 417 FULTON ROAD SAN MATEO CA 94402 NONE IRC 509(A)(1) GENERAL OPERATIONS 2000 FILOLI 86 CANADA ROAD WOODSIDE CA 94062 NONE IRC 509(A)(1) GENERAL OPERATIONS 5000 GOLDEN GATE NATIONAL PARKS CONSERVANCY 201 FORT MASON 3RD FL SAN FRANCISCO CA 941239970 NONE IRC 509(A)(1) GENERAL OPERATIONS 8500 HILLSBOROUGH BEAUTIFICATION FOUNDATION 1600 FLORIBUNDA AVENUE HILLSBOROUGH CA 94010 NONE IRC 509(A)(1) GENERAL OPERATIONS 5000 HILLSBOROUGH SCHOOLS FOUNDATION 300 EL CERRITO AVE HILLSBOROUGH CA 94010 NONE IRC 509(A)(1) GENERAL OPERATIONS 10000 HOSPITAL DE LA FAMILIA FOUNDATION PO BOX 12981 BERKELEY CA 94712 NONE IRC 509(A)(1) GENERAL OPERATIONS 35000 INTERFAITH COMMUNITY SOCIAL SERVICES PO BOX 5070 18500 STRIKER COURT SONORA CA 95370 NONE IRC 509(A)(1) GENERAL SUPPORT 3000 KQED INC 2601 MARIPOSA ST SAN FRANCISCO CA 94110 NONE IRC 509(A)(1) GENERAL SUPPORT 1500 MILLS PENINSULA HOSPITAL FOUNDATION 1501 TROUSDALE DRIVE BURLINGAME CA 94010 NONE IRC 509(A)(1) GENERAL OPERATIONS 15000 MONTEREY BAY AQUARIUM FOUNDATION 886 CANNERY ROW MONTEREY CA 93940 NONE IRC 509(A)(1) GENERAL OPERATIONS 12000 NEVADA COUNTY NARROW GAUGE RAILROAD MUSEUM 5 KIDDER CT NEVADA CITY CA 95959 NONE IRC 509(A)(1) GENERAL OPERATIONS 5000 NORDSTROM HOME & SCHOOL CLUB 1425 E DUNNE AVE MORGAN HILL CA 95037 NONE IRC 509(A)(1) GENERAL SUPPORT 4000 NORTHERN CALIFORNIA CENTER FOR THE ARTS 314 W MAIN ST GRASS VALLEY CA 95945 NONE IRC 509(A)(1) GENERAL SUPPORT 47000 PENINSULA FAMILY SERVICE 24 2ND AVE SAN MATEO CA 94401 NONE IRC 509(A)(1) GENERAL OPERATIONS 10000 PEOPLE'S FUND OF MAUI 10880 WILSHIRE BLVD SUITE 1400 LOS ANGELES CA 90024 NONE IRC 509(A)(1) GENERAL SUPPORT 10000 REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY 2195 HEARST AVE ROOM 120 BERKELEY CA 94720 NONE IRC 509(A)(1) GENERAL OPERATIONS 20000 SAMARITAN HOUSE 4031 PACIFIC BLVD SAN MATEO CA 94403 NONE IRC 509(A)(1) GENERAL OPERATIONS 5000 SAN FRANCISCO BALLET AUXILIARY 455 FRANKLIN STREET SAN FRANCISCO CA 94102 NONE IRC 509(A)(1) GENERAL OPERATIONS 200 SAN FRANCISCO BALLET CHRIS HELLMAN CENTER FOR DANCE 455 FRANKLIN STREET SAN FRANCISCO CA 94102 NONE IRC 509(A)(1) GENERAL SUPPORT 2500 SAN FRANCISCO ZOOLOGICAL SOCIETY 1 ZOO ROAD SAN FRANCISCO CA 941081910 NONE IRC 509(A)(1) GENERAL OPERATIONS 5001 SAN MATEO COUNTY HEALTH FOUNDATION 222 WEST 39TH AVENUE SAN MATEO CA 94403 NONE IRC 509(A)(1) GENERAL OPERATIONS 50000 SAN MATEO COUNTY HISTORICAL ASSOCIATION 2200 BROADWAY ST REDWOOD CITY CA 94063 NONE IRC 509(A)(1) GENERAL OPERATIONS 10000 SAN MATEO LIBRARY FOUNDATION 55 WEST 3RD AVE SAN MATEO CA 94402 NONE IRC 509(A)(1) GENERAL OPERATIONS 5000 SFMOMA 151 3RD STREET SAN FRANCISCO CA 94103 NONE IRC 509(A)(2) GENERAL OPERATIONS 10000 SING FOR AMERICA FOUNDATION 463 BUENA VISTA AVE E SAN FRANCISCO CA 94117 NONE IRC 509(A)(1) GENERAL OPERATIONS 2000 STANFORD UNIVERSITY 326 GALVEZ STREET PALO ALTO CA 943056105 NONE IRC 509(A)(1) GENERAL OPERATIONS 25000 THE DAWN REDWOODS CHARITABLE TRUST ONE BLACKFIELD DRIVE SUITE 331 TIBURON CA 94920 NONE IRC 509(A)(1) GENERAL OPERATIONS 2000 TULANE UNIVERSITY PO BOX 61075 NEW ORLEANS LA 70161 NONE IRC 509(A)(1) GENERAL OPERATIONS 1000 UNIVERSITY OF CALIFORNIA DAVIS 1 SHIELDS AVE DAVIS CA 95616 NONE IRC 509(A)(1) GENERAL OPERATIONS 1000 YOUTH ON COURSE 30 RAGSDALE DRIVE SUITE 201 MONTEREY CA 93940 NONE IRC 509(A)(1) GENERAL OPERATIONS 1000 370901 0 14 543 14 133856 18 -140513 0 -6114 0 -6114 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4600 920 3680 ALCOA CORP, 2500 SHS 112643 85000 AMERICAN EXPRESS, 2000 SHS 70058 374680 BLACKROCK INC, 150 SHS 58316 121770 BOOKING HLDGS, 50 SHS 82735 177361 BROOKFIELD ASSET MANAGEMENT, 1750 SHS 27763 70298 BROOKFIELD CORP, 7000 SHS 116910 280840 CHARLES SCHWAB CORP, 2200 SHS 68015 151360 CHEVRON CORP, 2000 SHS 125565 298320 COSTCO WHOLESALE CO, 1500 SHS 78540 990120 DELTA AIR LINES, 6000 SHS 112952 241380 GILEAD SCIENCES INC, 1500 SHS 143205 121515 GOLDMAN SACHS GROUP, 400 SHS 131070 154308 HALLIBURTON CO HLDG, 2000 SHS 60649 72300 HONEYWELL INTL INC, 1000 SHS 27968 209710 ISHARES CORE S&P 500, 1200 SHS 345514 573156 ISHARES MSCI EMERGING, 2000 SHS 132665 132220 ISHARES TREASURY FLOATING, 10,000 SHS 504792 504700 JPMORGAN CHASE & CO, 2000 SHS 94590 340200 LOWES COMPANIES, 1000 SHS 112639 222550 OCCIDENTAL PETROL CO, 2000 SHS 76832 119420 ORACLE, 3000 SHS 101690 316290 PAYPAL HOLDINGS INCORP 1000 SHS 97710 61410 QUALCOMM, 1000 SHS 139860 144630 RESIDIO TECHNOLOGIES, 6166 SHS 90560 116044 TAIWAN SEMICONDUCTOR, 1500 SHS 58945 156000 TEXTAINER GROUP HLDG, 4000 SHS 68717 98400 UBS GROUP AG, 8000 SHS 87614 247200 UNITED AIRLINES HLDGS, 3000 SHS 150654 123780 UNITED HEALTH CARE GRP, 1000 SHS 52926 526470 WALT DISNEY CO, 1500 SHS 181005 135435 WELLS FARGO BANK, 8000 SHS 126893 393760 OCCIDENTAL PETROL 27 WARRANTS, 250 AT COST 1237 9733 FINE ART 239181 239181 291000 FINE ART - 2022 ACQUISITION 131100 131100 175000 BANK FEES 51 51 0 ADR CHARGES 2388 2388 2388 OFFICE EXPENSES 3613 903 2710 TELEPHONE AND FAX 1676 419 1257 CUMULATIVE BOOK TAX AND COST BASIS DIFFERENCES 84657 US TREASURY 2875 0 0 FOREIGN TAXES ON FOREIGN DIVIDENDS 3273 3273 0