2024-10-17T22:07:00-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 436034863 Messing Family Charitable Foundation % Foundation Source MESS 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 tara j hefty treasurer 8008391754 2024-10-14 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 5727672 X 40305 8042 8042 184368 184368 226645 1090440 275229 459360 467639 0 16895 16895 7134 27664 27664 51693 16895 27664 337996 337996 389689 16895 365660 69671 450744 135110 123246 123246 391515 306024 287187 2761657 2869683 5257233 60000 60006 3288282 3358953 5727672 0 0 X 3288282 3358953 3288282 3358953 3288282 3358953 3288282 69671 1000 3358953 3358953 Publicly-traded Securities 1090440 815211 275229 275229 275229 6265 6265 6265 5600 0 700 6300 X 0 35 35 false false false false false false false true true MO true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Noel Messing Hefty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Tara Hefty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas 1.0 0 0 0 Terrance Hefty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Jake Messing Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres 1.0 0 0 0 Jeanne Elise Messing Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Roswell Messing III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Arlene Naschke Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Ali True Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 1.0 0 0 0 5439158 199591 0 5638749 0 5638749 84581 5554168 277708 277708 6265 6265 271443 1000 272443 272443 365660 0 0 0 0 365660 272443 2021 2020 2019 105253 95310 112577 73399 80350 466889 365660 272443 93217 560106 0 105253 454853 95310 112577 73399 80350 93217 Ali True Arlene Naschke Jake Messing Jeanne Elise Messing Noel Messing Hefty Roswell Messing III Tara Hefty Terrance Hefty X A HOME WITHIN INC 195 41ST ST 11172 OAKLAND CA 94611 N/A PC General & Unrestricted 500 ALEXANDER DAWSON SCHOOL 10455 DAWSON DR LAFAYETTE CO 80026 N/A PC General & Unrestricted 2500 ALLIANCE MEDICAL CENTER 1381 UNIVERSITY ST HEALDSBURG CA 95448 N/A PC General & Unrestricted 12000 BE THE LIGHT INC 27 SOUTHER SHORE DR OWLS HEAD ME 04854 N/A PC General & Unrestricted 1000 BEAM CENTER INC 60 SACKETT ST BROOKLYN NY 11231 N/A PC General & Unrestricted 1000 BILLION OYSTER PROJECT 10 SOUTH ST SLIP 7 NEW YORK NY 10004 N/A PC General & Unrestricted 500 BIRD RESCUE CENTER 3430 CHANATE RD SANTA ROSA CA 95404 N/A PC General & Unrestricted 500 BLOCK ISLAND VOLUNTEER FIRE AND RESCUE DEPARTMENT PO BOX 781 BLOCK ISLAND RI 02807 N/A PC General & Unrestricted 500 BOYS & GIRLS CLUBS OF SONOMA-MARIN 1400 N DUTTON AVE STE 24 SANTA ROSA CA 95407 N/A PC General & Unrestricted 11000 CAMP FOR ALL KIDS 818 E 63RD ST CHICAGO IL 60637 N/A PC General & Unrestricted 2500 CHILDRENS MUSEUM OF SONOMA COUNTY PO BOX 6141 SANTA ROSA CA 95406 N/A PC General & Unrestricted 500 CONGREGATION BEIT SIMCHAT TORAH 130 W 30TH ST GROUND FL NEW YORK NY 10001 N/A PC General & Unrestricted 1000 CURE ALZHEIMER'S FUND 34 WASHINGTON ST SUITE 310 WELLESLEY HILLS MA 02481 N/A PC General & Unrestricted 1000 DESTINY ARTS CENTER 970 GRACE AVE OAKLAND CA 94608 N/A PC General & Unrestricted 500 EARTH ISLAND INSTITUTE INC 2150 ALLSTON WAY STE 460 BERKELEY CA 94704 N/A PC Borneo Project 1000 EDUCATION BURMA THAILAND MYANMAR PO BOX 813 NICASIO CA 94946 N/A PC General & Unrestricted 250 FAMILY BUILDERS BY ADOPTION 1301 MARINA VILLAGE PKWY STE 350 ALAMEDA CA 94501 N/A PC General & Unrestricted 500 FARM TO PANTRY PO BOX 191 HEALDSBURG CA 95448 N/A PC General & Unrestricted 3500 FREQUENT FLYERS PRODUCTIONS INC 3022 STERLING CIR STE 150 BOULDER CO 80301 N/A PC To complete upgrade on Studio 1 and General Operating Support 10000 FRESH AIR FUND 633 THIRD AVE NEW YORK NY 10017 N/A PC General & Unrestricted 500 FRIENDS OF JCC KRAKOW INC 74 LAFAYETTE AVE STE 101 SUFFERN NY 10901 N/A PC General & Unrestricted 20000 FRIENDS OF PERRY MANSFIELD 40755 RCR 36 STEAMBOAT SPRINGS CO 80487 N/A PC General & Unrestricted 6000 FRIENDS OF PERRY MANSFIELD 40755 RCR 36 STEAMBOAT SPRINGS CO 80487 N/A PC Dance Scholarship Fund 10000 GARDEN SCHOOL FOUNDATION INC 222 E GLENARM ST STE B2 PASADENA CA 91106 N/A PC General & Unrestricted 500 GEYSERVILLE VOLUNTEER FIREFIGHTERS ASSOCIATION INC PO BOX 1042 GEYSERVILLE CA 95441 N/A PC General & Unrestricted 10000 GLIDE FOUNDATION 330 ELLIS ST SAN FRANCISCO CA 94102 N/A PC General & Unrestricted 500 HEALDSBURG EDUCATION FOUNDATION PO BOX 1668 HEALDSBURG CA 95448 N/A PC General & Unrestricted 10000 HEALDSBURG PERFORMING ARTS THEATER INC PO BOX 870 HEALDSBURG CA 95448 N/A PC General & Unrestricted 2000 HEALDSBURG SCHOOL 33 HEALDSBURG AVE STE H HEALDSBURG CA 95448 N/A PC General & Unrestricted 2000 HEALDSBURG SHARED MINISTRIES PO BOX 1646 HEALDSBURG CA 95448 N/A PC General & Unrestricted 5000 HOMEBOY INDUSTRIES 130 BRUNO ST LOS ANGELES CA 90012 N/A PC General & Unrestricted 500 HOMELESS PRENATAL PROGRAM INC 2500 18TH ST SAN FRANCISCO CA 94110 N/A PC General & Unrestricted 1000 INSIDE-OUTSIDE CIRCLE FOUNDATION 4540 FLORIN RD STE E PMB 344 SACRAMENTO CA 95823 N/A PC General & Unrestricted 1000 LARKIN STREET YOUTH SERVICES 134 GOLDEN GATE AVE SAN FRANCISCO CA 94102 N/A PC General & Unrestricted 1000 LIVING AS LOVE PO BOX 341 LAWRENCE KS 66044 N/A PC Event scholarship fund 1000 MACKINTOSH ACADEMY 6717 S BOULDER ROAD BOULDER CO 80303 N/A PC General & Unrestricted 2750 MADRE INC 26 BROADWAY 3RD FL OFC 390 NEW YORK NY 10004 N/A PC General & Unrestricted 500 MAKE THE ROAD NEW YORK 301 GROVE ST BROOKLYN NY 11237 N/A PC General & Unrestricted 1000 MEDECINS SANS FRONTIERES USA INC PO BOX 5030 HAGERSTOWN MD 21741 N/A PC Gaza fund 500 MORGAN ADAMS FOUNDATION 5303 E EVANS AVE DENVER CO 80222 N/A PC General & Unrestricted 20000 NANCYS LIST 6701 RIALTO BLVD 6102 AUSTIN TX 78735 N/A PC General & Unrestricted 5000 NEW YORK PUBLIC RADIO 160 VARICK ST NEW YORK NY 10013 N/A PC General & Unrestricted 500 PACT AN ADOPTION ALLIANCE 5515 DOYLE ST STE 1 EMERYVILLE CA 94608 N/A PC PACT Camp Scholarship Fund 1000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAMS ST 10TH FL NEW YORK NY 10038 N/A PC General & Unrestricted 1000 PLANNED PARENTHOOD OF GREATER NEW YORK HCSR 26 BLEECKER ST NEW YORK NY 10012 N/A PC General & Unrestricted 1000 PROTECT OUR WINTERS 4676 BROADWAY ST BOULDER CO 80304 N/A PC General & Unrestricted 1000 REACH FOR HOME 443 HUDSON ST HEALDSBURG CA 95448 N/A PC General & Unrestricted 8000 READ 718 420 ATLANTIC AVE BROOKLYN NY 11217 N/A PC General & Unrestricted 1000 ROCKY MOUNTAIN BUTTERFLY CONSORTIUM 6252 W 104TH AVE WESTMINSTER CO 80020 N/A PC General & Unrestricted 1500 ROCKY MOUNTAIN RAPTOR PROGRAM 2519 S SHIELDS ST 115 FORT COLLINS CO 80526 N/A PC General & Unrestricted 2500 ROOT & REBOUND PO BOX 280680 SAN FRANCISCO CA 94128 N/A PC General & Unrestricted 500 RUSSIAN RIVERKEEPER PO BOX 1335 HEALDSBURG CA 95448 N/A PC General & Unrestricted 500 SAN FRANCISCO FOOD BANK 900 PENNSYLVANIA AVE SAN FRANCISCO CA 94107 N/A PC General & Unrestricted 500 SCOPA HAS A DREAM INC PO BOX 1004 HEALDSBURG CA 95448 N/A PC General & Unrestricted 9000 SEEDS IN THE MIDDLE INC 153 WARREN ST BROOKLYN NY 11201 N/A PC General & Unrestricted 500 SIERRA CLUB FOUNDATION 2101 WEBSTER ST STE 1250 OAKLAND CA 94612 N/A PC General & Unrestricted 1000 SONOMA COUNTY SYNAGOGUE CENTER 85 LA PLZ COTATI CA 94931 N/A PC General & Unrestricted 5000 SOUTH YUBA RIVER CITIZENS LEAGUE 313 RAILROAD AVE STE 101 NEVADA CITY CA 95959 N/A PC General & Unrestricted 500 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC General & Unrestricted 1000 SPRINGS FIRE DEPARTMENT INC 179 FORT POND BLVD EAST HAMPTON NY 11937 N/A PC General & Unrestricted 250 ST LUKE LUTHERAN CHURCH 7337 HUBBARD AVE MIDDLETON WI 53562 N/A PC Scholarship fund 9746 SUNRISE MOVEMENT EDUCATION FUND 50 F ST NW STE 700 WASHINGTON DC 20001 N/A PC General & Unrestricted 500 SURFRIDER FOUNDATION PO BOX 73550 SAN CLEMENTE CA 92673 N/A PC General & Unrestricted 1000 SYNERGY SCHOOL 1387 VALENCIA ST SAN FRANCISCO CA 94110 N/A PC Annual Fund 1500 SYNERGY SCHOOL 1387 VALENCIA ST SAN FRANCISCO CA 94110 N/A PC General & Unrestricted 57000 THE NATURE CONSERVANCY 2424 SPRUCE ST BOULDER CO 80302 N/A PC General & Unrestricted 2500 THE NATURE CONSERVANCY 2424 SPRUCE ST BOULDER CO 80302 N/A PC Yampa River Conservation 30000 THE NEW YORK TIMES COMMUNITIES FUND 620 8TH AVE NEW YORK NY 10018 N/A PC General & Unrestricted 1000 THE TREVOR PROJECT INC PO BOX 69232 WEST HOLLYWOOD CA 90069 N/A PC General & Unrestricted 500 THE URBAN ASSEMBLY INC 90 BROAD ST SUITE 2101 NEW YORK NY 10004 N/A PC General & Unrestricted 1000 THIRD LAW DANCE-THEATER INC 2026 19TH ST BOULDER CO 80302 N/A PC General & Unrestricted 5000 THRESHOLD CHOIR PO BOX 8496 SANTA ROSA CA 95407 N/A PC General & Unrestricted 1000 UKRAINE HOUSE DC FOUNDATION INC 2134 KALORAMA RD NW WASHINGTON DC 20008 N/A PC C-arcs fund 2500 UKRAINE HOUSE DC FOUNDATION INC 2134 KALORAMA RD NW WASHINGTON DC 20008 N/A PC General & Unrestricted 1000 UNIVERSITY OF COLORADO FOUNDATION PO BOX 17126 DENVER CO 80217 N/A PC Noel J and Terrance W. Hefty Scholarship Fund 5000 UNIVERSITY OF WISCONSIN FOUNDATION US BANK LOCKBOX 78807 MILWAUKEE WI 53278 N/A PC The Noel M. Hefty Scholarship Fund 7500 VERITY-COMPASSION SAFETY SUPPORT A CALIFORNIA CORP 835 PINER RD STE D SANTA ROSA CA 95403 N/A PC General & Unrestricted 6000 WILD BEAR NATURE CENTER 20 LAKEVIEW DR NEDERLAND CO 80466 N/A PC General & Unrestricted 2500 WONDERBOUND 3824 DAHLIA ST DENVER CO 80207 N/A PC General & Unrestricted 5000 WONDERBOUND 3824 DAHLIA ST DENVER CO 80207 N/A PC Charitable Event 10000 WORLD CENTRAL KITCHEN INCORPORATED 200 MASSACHUSETTS AVE NW 7TH FL WASHINGTON DC 20001 N/A PC For meals in Ukraine 500 337996 14 8042 14 184368 18 226645 419055 419055 false false false false false false false false false false X X 1 Hefty Tara 1371 Hecla Drive Suite A Louisville CO 80027 10110 X 2 Messing Jake 429 Haydon Street Healdsburg CA 95448 10168 X 3 Messing Jeanne Elise 30 2nd Street Brooklyn NY 11231 10093 X 4 True Ali 169 Nevada Street San Francisco CA 94110 9935 X 1 MICROSOFT CORP MSFT, 33 sh. 10110 2023-05-03 2 APPLE INC AAPL, 59 sh. 10168 2023-05-15 3 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 31 sh. 10093 2023-05-03 4 ALPHABET INC CL C GOOG, 81 sh. 9935 2023-06-23 Terrance Hefty *Terrance Hefty, director of Messing Family Charitable Foundation (the "Foundation"), is a principal of Peak Asset Management, LLC, a disqualified person, which provides investment management services to the Foundation. During the taxable year ending December 31, 2023, the Foundation paid $16,895 for services rendered by such disqualified person as reported in Part I, Line 16c. Such investment management firm billed the Foundation at or below the rate it charges its other clients. CHARLES SCHWAB BK SSB WESTLAKE 60000 60006 ALPHABET INC CL A 102871 237473 APPLE INC 30393 238545 ARTISAN HIGH INCOME FUND CLASS 125040 123448 BOOKING HOLDINGS INC 61046 88681 CHEVRON CORP 55706 205841 EMERSON ELECTRIC CO 71137 243325 EXXON MOBIL CORP 36729 209058 INTERNATIONAL BUSINESS MACHINE 72265 103200 INVESCO DYNAMIC PHARMACEUTICAL 72851 247324 INVESCO S&P 500 EQUAL WEIGHT E 51659 55230 JANUS HENDERSON SHRT DURATION 171307 170086 JP MORGAN CHASE 51690 281856 LABORATORY CORP AMER HLDGS 76082 231154 METROPOLITAN WEST UNCONSTRAINE 350060 308545 PEPSICO INC 18191 114302 PFIZER INC 98684 160447 PIMCO INCOME FUND 300039 300728 PUTNAM SHORT DURATION BOND Y 170020 172166 PUTNAM ULTRA SHRT DURATION INC 169946 170636 SOUTHERN CO 58785 252432 THORNBURG STRATEGIC INCOME FUN 250020 254700 UNION PACIFIC 60074 283445 V F CORP 80346 61777 VANGUARD LT GOV BOND ETF 83431 96048 VERIZON COMMUNICATIONS 69207 91988 VISA INC 78055 259309 WALT DISNEY HOLDINGS CO 49880 45145 WEYERHAEUSER CO 54169 250344 265231 269187 40793 18000 Administrative Fees 27653 27653 State or Local Filing Fees 11 11 RETURNED GRANT 1000 Investment Management Services 16895 16895 990-PF Estimated Tax for 2023 5600 990-PF Excise Tax for 2022 34 990-PF Extension for 2022 1500