2025-05-12T12:55:24-05:00 2024-06-30 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990PF 2023-07-01 201004445 THE SARNAT-HOFFMAN FAMILY FOUNDATION SARN 6508458100 1801 PAGE MILL ROAD PALO ALTO CA 94304 JOAN E SARNAT DIRECTOR 6508458100 2025-05-05 1 1 SAMANTHA POROPAT P01287084 6508458100 2025-05-05 2023 2025-03-06 01:10:19Z X 28975412 X 0 X 92163 92163 684470 1247455 218015 142163 740524 0 918796 1050702 0 0 0 0 0 449 0 0 449 27025 13513 0 13513 77891 77891 0 0 2928 2928 0 0 24746 24668 0 78 133039 119000 0 14040 606130 606130 739169 119000 0 620170 179627 931702 0 70337 42785 42785 758728 594075 594075 8276640 8085058 16903423 9819519 10382933 11435129 18925224 19104851 28975412 0 0 X 6325359 6325359 0 0 12599865 12779492 18925224 19104851 18925224 19104851 18925224 179627 0 19104851 0 19104851 PUBLICLY TRADED SECURITIES P 2023-07-01 2024-06-30 781000 562985 218015 218015 DEEMED GAIN ON STOCK CONTRIBUTION P 2023-07-01 2024-06-30 466455 466455 0 0 218015 12951 0 12951 0 12951 15721 0 10000 0 25721 0 12770 12770 0 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 0 0 0 1 1 N/A FRANK RIMERMAN CO LLP 6508458100 1801 PAGE MILL ROAD PALO ALTO CA 94304 0 0 0 0 0 0 0 0 1 2022 1 0 0 0 0 0 0 0 0 0 0 0 0 JOAN E SARNAT 1801 PAGE MILL ROAD PALO ALTO CA 94304 PRESIDENT & SECRETARY 5.00 0 0 0 DAVID A HOFFMAN 1801 PAGE MILL ROAD PALO ALTO CA 94304 VICE PRESIDENT 1.00 0 0 0 NONE 0 RUANE CUNNIFF & GOLDFARB LLC 767 FIFTH AVENUE NEW YORK NY 10153 INVESTMENT MANAGEMENT 67421 0 0 15639122 676583 11435129 27750834 0 0 27750834 416263 27334571 1366729 1366729 12951 12951 1353778 0 1353778 0 1353778 620170 0 620170 1353778 1028437 0 0 620170 620170 0 0 0 0 0 0 0 0 0 0 408267 1353778 0 0 0 X FIDELITY CHARTIABLE PO BOX 770001 CINCINNATI OH 45277 N/A PC PUBLIC CHARITY; DONOR ADVISED FUND 475898 JEWISH COMMUNITY FEDERATION AND ENDOWMENT FUND 121 STEUART STREET SAN FRANCISCO CA 94105 N/A PC PUBLIC CHARITY; ENDOWMENT FUND 130232 606130 0 14 92163 14 142163 18 684470 0 918796 0 918796 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 27025 13513 0 13513 CONTRIBUTION TO DONOR ADVISED FUND FORM 990-PF, PART VII-A, LINE 12 THE SARNAT-HOFFMAN FAMILY FOUNDATION MADE QUALIFYING DISTRIBUTIONS OF $475,898 TO FIDELITY CHARITABLE, A PUBLICLY-SUPPORTED CHARITY THAT HAS BEEN IN EXISTENCE FOR MORE THAN 60 CONSECUTIVE MONTHS.THE ASSETS DISTRIBUTED ARE HELD IN THE JASCHA HOFFMAN GIVING FUND. A PARTY RELATED TO A DISQUALIFIED PERSON HAS ADVISORY PRIVILEGES WITH RESPECT TO THE DISTRIBUTIONS. FIDELITY CHARITABLE PLANS TO MAKE GRANTS FROM THE JASCHA HOFFMAN GIVING FUND FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATION PURPOSES, AND/OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS, ALL OF WHICH ARE CONTEMPLATED BY SECTION 170(C)(2)(B).ADDITIONALLY, THE SARNAT-HOFFMAN FAMILY FOUNDATION MADE QUALIFYING DISTRIBUTIONS OF $131,762 TO THE JEWISH COMMUNITY FEDERATION & ENDOWMENT FUND OF SAN FRANCISCO, A PUBLICLY-SUPPORTED CHARITY THAT HAS BEEN IN EXISTENCE MORE THAN 60 CONSECUTIVE MONTHS.THE ASSETS SO DISTRIBUTED ARE HELD IN THE SARNAT-HOFFMAN FAMILY FOUNDATION FUND. A DISQUALIFIED PERSON HAS ADVISORY PRIVILEGES WITH RESPECT TO THE DISTRIBUTIONS.THE FEDERATION'S ARTICLES OF INCORPORATION PROVIDE, IN PART, AS FOLLOWS:"THE SPECIFIC AND PRIMARY PURPOSE FOR WHICH THIS CORPORATION IS INITIALLY FORMED ARE: (1) TO SOLICIT, COLLECT, RECEIVE AND HOLD MONEY AND PROPERTY EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, RELIGIOUS OR EDUCATION PURPOSES AND FOR THE OPERATION AND MAINTENANCE OF THIS CORPORATION, AND TO DISBURSE THE SAME TO LOCAL, NATIONAL AND INTERNATIONAL INSTITUTIONS, ORGANIZATIONS, FUNDS AND AGENCIES WHICH ARE ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, RELIGIOUS OR EDUCATIONAL PURPOSES OR WHICH RENDER CHARITABLE, SCIENTIFIC, RELIGIOUS OR EDUCATION SERVICES FOR WHICH SUCH MONEY AND PROPERTY SHALL BE EXCLUSIVELY UTILIZED."CONSISTENT WITH ITS ARTICLES OF INCORPORATION, THE FEDERATION HAS, OVER THE COURSE OF ITS EXISTENCE, MADE GRANTS IN FURTHERANCE OF THE PURPOSES STATED IN ITS ARTICLES OF INCORPORATION. SIMILARLY, THE FEDERATION PLANS TO MAKE GRANTS FROM THE SARNAT-HOFFMAN FAMILY FOUNDATION FUND FOR RELIGIOUS, CHARITABLE AND EDUCATION PURPOSES, ALL OF WHICH ARE CONTEMPLATED BY SECTION 170(C)(2)(B). 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