2025-11-14T18:42:47-06:00 2024-12-31 461170049 ELLEN PRICE EA CPA PO BOX 1791 PACIFICA CA 94044 990 2024-01-01 923776659 FRIENDS OF 40 BAYWOOD AVENUE FRIE 6505789030 2075 PIONEER COURT SAN MATEO CA 94403 T ANNE LASSAHN PRESIDENT 6505789030 2025-11-12 1 1 P01616463 4154293448 2025-11-12 X 2024 2025-03-06 01:10:19Z T ANNE LASSAHN 2075 PIONEER COURT SAN MATEO CA 94403 21824475 0 X N/A X 2023 CA TO PRESERVE AND MAINTAIN 40 BAYWOOD AVENUE FOR THE BENEFIT AND EDUCATION OF THE GENERAL PUBLIC. 2 0 0 1 0 0 56578 21820870 0 0 0 -223 0 2500 56578 21823147 0 0 0 0 0 0 0 0 0 44903 434694 44903 434694 11675 21388453 11675 21400128 0 0 11675 21400128 TO PRESERVE AND MAINTAIN A HISTORIC/SCENIC AREA FOR THE BENEFIT AND EDUCATION OF THE GENERAL PUBLIC. 0 0 347853 PRESERVATION AND MAINTENANCE OF THE RESIDENCE, GARDENS, AND NATURAL LAND OF REAL PROPERTY OWNED BY THE ORG AT 40 BAYWOOD AVENUE, AND TO SEEK HISTORIC LANDMARK DESIGNATION FOR THE PROPERTY. 2755 INFORM AND EDUCATE THE GENERAL PUBLIC TO DEEPEN THE COMMUNITY'S INTEREST IN HISTORY, NATURE, CULTURE, AND THE PRESERVATION OF HISTORIC AND SCENIC AREAS. THE ORG WILL OFFER TOURS, AUTHOR LECTURES, SPEAKER SERIES, AND SIMILAR EDUCATION PROGRAMS TO ENGAGE WITH THE GENERAL PUBLIC. 2187 COMMUNITY OUTREACH AND ENGAGEMENT TO PROMOTE EDUCATION AND AWARENESS ABOUT THE RICH HISTORY AND NATURAL SCENIC BEAUTY OF THE REAL PROPERTY OWNED BY THE ORG AT 40 BAYWOOD AVENUE. 352795 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 1 0 0 0 0 1 1 1 0 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 CA X THE ORGANIZATION 6505789030 2075 PIONEER COURT SAN MATEO CA 94403 T ANNE LASSAHN PRESIDENT/CEO 3.00 X X 0 385780 0 KARYN STILES CFO & SECRETARY 1.00 X X 0 131510 0 0 517290 0 0 0 1 0 LASSAHN FIDUCIARY SERVICES 2570 PIONEER COURT SAN MATEO CA 94403 RENOVATIONS PROJECT MANAGEMENT 130361 1 21806182 14688 20693494 21820870 2500 0 2500 2500 2500 1105 1328 -223 -223 -223 21823147 2277 0 0 X 130361 130361 72404 72404 3239 3239 1286 1286 34730 29932 4798 PSA #1 ASSET MAINTENANC 62213 62213 PSA #1 ASSET MAINTENANC 53897 53897 PSA #1 ASSET MAINTENANC 37673 37673 PSA #1 ASSET MAINTENANC 17484 17484 21407 21235 172 434694 352795 81899 0 11675 10287 21082697 0 0 21082697 31415 0 275729 11675 21400128 0 0 X 11675 21400128 11675 21400128 11675 21400128 21388453 0 X 0 1 X 0 0 X 56578 21855106 21911684 2500 2500 56578 21857606 21914184 49753 21808682 21858435 0 49753 21808682 21858435 55749 56578 21857606 21914184 X PART III, SHORT YEAR EXPLANATION: 2023 IS A SHORT YEAR FOR THE PERIOD 4/24/2023 - 12/31/2023, BECAUSE THE ORGANIZATION WAS INITIALLY FORMED ON 4/24/2023 WHEN ARTICLES OF INCORPORATION WERE FILED WITH THE STATE OF CALIFORNIA. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 275729 275729 X X 0 16340000 16340000 4742697 4742697 21082697 19292717 0 19292717 2530430 2530430 21823147 18376 0 18376 416318 416318 434694 PART III, LINE 4: IN ADDITION TO RECEIVING THE CONTRIBUTIONS THE REAL PROPERTY AND RESIDENCE AT 40 BAYWOOD AVENUE, THE ORGANIZATION RECEIVED THE HOME'S COLLECTION OF 74 ITEMS OR SETS OF FINE ART AND FURNISHINGS, AND ALSO THE HOME'S 1,200 VOLUME LIBRARY OF 19TH & 20TH CENTURY ENGLISH & AMERICAN LITERATURE INCLUDING MANY FIRST EDITIONS. PRESERVATION AND MAINTENANCE OF THE RESIDENCE, INCLUDING THE HOME'S COLLECTIONS, IS ONE OF THE MAIN EXEMPT PURPOSES OF THE ORGANIZATION. IN ADDITION TO PRESERVATION, EDUCATION AND EXHIBITION OF THE COLLECTIONS TO THE GENERAL PUBLIC IS ALSO ONE OF THE MAIN EXEMPT PURPOSES OF THE ORGANIZATION. PART XI LINE 4B: $1,112,898 CASH CONTRIBUTIONS FROM LILIIENTHAL TRUST A $1,417,765 CONTRIB OF RENOVATIONS-IN-PROGRESS FROM LILIENTHAL TRUST A ($233) LOSS ON SALE OF LIGHTING SCONCES PART XII LINE 4B: $285,958 - PROGRAM SERVICE & ADMIN EXPENSES PAID BY LILIENTHAL TRUST A 0 0 0 0 0 0 0 0 0 T ANNE LASSAHN PRESIDENT/CEO 0 385780 0 0 0 0 0 0 0 0 0 385780 0 0 LASSAHN FIDUCIARY SERVICES T. ANNE LASSAHN IS THE CEO OF BOTH THE ORG AND LASASHN FIDUCIARY SERVICES 130441 PROJECT MANAGEMENT & GENERAL CONTRACTOR FOR OVER $2 MILLION OF RENOVATIONS 0 FORM 990 PART IV (PAGE 4), LINES 28A, 28B, AND 28C: THE ORGANIZATION RECEIVED SIGNIFICANT CASH AND NONCASH CONTRIBUTIONS FROM A TRUST CONTROLLED BY THE ORGANIZATION'S CEO AND BOARD CHAIR T. ANNE LASSAHN. THE CONTRIBUTIONS FROM THE TRUST INCLUDED THE DONATED REAL PROPERTY AT 40 BAYWOOD AVENUE, THE COLLECTIONS OF FINE ART AND LIBRARY OF BOOKS, AND CASH TO FUND APPROXIMATELY $2 MILLION OF NEEDED RENOVATIONS AND REPAIRS TO THE PROPERTY.THE ORGANIZATION'S CEO AND BOARD CHAIR T. ANNE LASSAHN IS A PROFESSIONAL FIDUCIARY WHO OWNS LASSAHN FIDUCIARY SERVICES. THE ORGANIZATION DELEGATED PROJECT MANAGEMENT OF THE PROPERTY RENOVATIONS TO LASSAHN FIDUCIARY SERVICES.KARYN STILES CPA, THE ORGANIZATION'S TREASURER AND SECRETARY, IS ALSO A PROFESSIONAL FIDUCIARY AND AN EMPLOYEE OF LASSAHN FIDUCIARY SERVICES. X 89 219940 APPRAISAL X 55789 APPRAISAL X 1 20417765 APPRAISAL, INVOICES PAID 0 0 1 0 PART I, COLUMN (B): ART: ONE CONTRIBUTION WAS MADE CONSISTING OF 74 TOTAL INDIVIDUAL ITEMS AND SETS/GROUPS OF LIKE ITEMS. BOOKS: ONE CONTRIBUTION WAS MADE CONSISTING OF A LIBRARY WITH APPROXIMATELY 1,200 VOLUMES. RESIDENTIAL REAL ESTATE: ONE CONTRIBUTION WAS MADE CONSISTING OF 2 ADJOINING PARCELS WITH ONE RESIDENCE AND IMPROVEMENTS-IN-PROGRESS AT 40 BAYWOOD AVENUE, HILLSBOROUGH CA 94010, APNS 032-431-210 & 032-431-200. FORM 990, PART VI, SECTION A, LINE 2 CEO T. ANNE LASSAHN IS A PROFESSIONAL FIDUCIARY AND IS THE OWNER AND AN EMPLOYEE OF LASSAHN FIDUCIARY SERVICES. TREASURER KARYN STILES IS ALSO A PROFESSIONAL FIDUCIARY AND AN EMPLOYEE OF LASSAHN FIDUCIARY SERVICES. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED PROJECT MANAGEMENT OF PROPERTY RENOVATIONS TO LASSAHN FIDUCIARY SERVICES. FORM 990, PART VI, SECTION A, LINE 8A CURRENTLY THE ONLY OFFICERS ARE T. ANNE LASSAHN AND KARYN STILES. BECAUSE NO BOARD HAS BEEN RECRUITED YET, AND THERE ARE NO COMMITTEES, THERE HAVE BEEN NO FORMAL BOARD OR COMMITTEE MEETINGS YET. THE OFFICERS ARE CO-WORKERS AND REGULARLY COMMUNICATE ABOUT THE ORGANIZATION OUTSIDE OF A FORMAL MEETING DEDICATED SOLELY TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B CURRENTLY THE ONLY OFFICERS ARE T. ANNE LASSAHN AND KARYN STILES. BECAUSE NO BOARD HAS BEEN RECRUITED YET, AND THERE ARE NO COMMITTEES, THERE HAVE BEEN NO FORMAL BOARD OR COMMITTEE MEETINGS YET. THE OFFICERS ARE CO-WORKERS AND REGULARLY COMMUNICATE ABOUT THE ORGANIZATION OUTSIDE OF A FORMAL MEETING DEDICATED SOLELY TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS REVIEWED FORM 990 PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THE FOLLOWING DOCUMENTS TO THE PUBLIC PROMPTLY UPON REQUEST: GOVERNING & ORGANIZATIONAL DOCUMENTS, POLICIES, FINANCIAL STATEMENTS, FEDERAL DETERMINATION LETTER, FORM 990-SERIES FILINGS FORM 990, PART IX, LINE 24E PSA #1 ASSET MAINTENANCE: PROPERTY TAX: PROGRAM SERVICE EXPENSES 6,554. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,554. PSA #1 ASSET MAINTENANCE: GENERATOR SERVICE: PROGRAM SERVICE EXPENSES 3,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,900. PSA #1 ASSET MAINTENANCE: STORAGE: PROGRAM SERVICE EXPENSES 2,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,900. PSA #2: EDUCATIONAL EVENT SUPPLIES: PROGRAM SERVICE EXPENSES 2,755. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,755. PSA #3: COMMUNITY OUTREACH EVENT SUPPLIES: PROGRAM SERVICE EXPENSES 2,187. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,187. PSA #1 ASSET MAINTENANCE: PEST CONTROL: PROGRAM SERVICE EXPENSES 1,437. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,437. PSA #1 ASSET MAINTENANCE: SECURITY: PROGRAM SERVICE EXPENSES 1,053. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,053. PSA #1 ASSET MAINTENANCE: MISCELLANEOUS REPAIRS: PROGRAM SERVICE EXPENSES 449. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 449. BANK FEES & BANK SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 107. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 107. FILING & NOTARY FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 65. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65. LILIENTHAL TRUST A 2075 PIONEER COURT SAN MATEO CA 94403 926431715 ORGANIZATION'S FOUNDER, SUBSTANTIAL CONTRIBUTOR CA FRIENDS OF 40 BAYWOOD AVENUE T 1.00000 1 LASSAHN FIDUCIARY SERVICES 2075 PIONEER COURT SAN MATEO CA 94403 453073438 RENOVATIONS PROJECT MANAGEMENT CA S 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 LILIENTHAL TRUST A C 19000000 APPRAISAL OF 40 BAYWOOD AVENUE LILIENTHAL TRUST A C 2530153 INVOICES PAID ON BEHALF OF ORG LILIENTHAL TRUST A C 219940 APPRAISAL OF FINE ART COLLECTION LILIENTHAL TRUST A C 55789 APPRAISAL OF LIBRARY COLLECTION LASSAHN FIDUCIARY SERVICES M 130441 INVOICES PAID FOR MGMT SERVICES