2024-11-14T17:04:37-08:00 2023-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2023-01-01 208633363 The Brian and Edith Heath Foundation co Kelley & Farren LLP BRIA 4159255200 1099 E Street San Rafael CA 94901 Michael Fontanello Trustee 2024-11-14 false true Erik Satow P01410341 4159830200 2023 2024-10-15 13:58:12Z X 2456330 X X 265 265 65592 65592 2491 398515 2491 8153 8153 76501 76501 1680 1680 6495 6495 20381 20381 2454 2454 21821 21821 37825 37825 90656 20381 70275 0 0 90656 20381 70275 -14155 56120 143439 92777 92777 2133778 2344203 2344203 19350 19350 19350 2296567 2456330 2456330 0 X 2296567 2456330 2296567 2456330 2296567 2456330 2296567 -14155 173918 2456330 2456330 Sale of Publicly Traded Securities P 2000-01-01 2023-12-31 398515 396024 2491 2491 2491 780 780 780 2524 2524 X 1744 1744 false false false false false false false true true CA true false false false false true N/A Jay Stewart 4159255200 1099 E Street San Rafael CA 94901 false false false true false false false false false false false false false false false false false false false false false false Jay Stewart co Kelley Farren LLP 1099 E Street San Rafael CA 94901 Trustee 15.00 0 NONE NONE Cataloging and Archiving items from the Heath Collection at the Environmental Design Archives, UC Berkeley.Sorting residual archival materials to offer to EDA. Curated exhibitions:Edith Heath: A Life in ClayOakland Museum of California November 2021 to October 2022 Edith Heath and Emily Carr: From the EarthVancouver Art Gallery July 10, 2021 to March 13, 2022Development of a digital publication of Edith Heath and Emily Carr: From the EarthJuly 2021 ongoing. 37800 2214217 113671 17229 2345117 0 2345117 35177 2309940 115497 115497 780 780 114717 114717 114717 70275 70275 114717 60307 140547 197159 398013 70275 0 70275 44442 44442 353571 0 15865 337706 140547 197159 X 14 265 14 65592 18 2491 Modernist Factory 14 8153 76501 76501 false false false false false false false false false false Tax Preparation 6495 0 0 6495 Modernist Factory, LLC FMV 17229 17229 Brown Adv Sustainable 4,375 sh FMV 210437 210437 Calvert Small Cap 1,479 sh FMV 49384 49384 Calvert US Lrg Cap Value, 4,855 sh FMV 144048 144048 Delaware Corporate Bond 7,629.988 sh FMV 117960 117960 Ishares ESG 2,884 sh FMV 92461 92461 Ishares US Treasury Bond 6,351 sh FMV 137779 137779 Nuveen ESG Large 1,259 sh FMV 87463 87463 TIAA Cref Core Impact 56,810 sh FMV 512426 512426 Vanguard Total Int 4,558 sh FMV 225006 225006 CCM Community Impact 31,644 sh FMV 298403 298403 Nuveen ESG Large Cap 6,489 sh FMV 233020 233020 Ishares ESG Aware 954 sh FMV 72065 72065 Goldman Sachs INTL, 2,607 sh FMV 71275 71275 Schwab Long-Term US, 2,145 sh FMV 75247 75247 Legal Fees 1680 0 0 1680 Fine Art 19350 19350 19350 Direct Charitable Activities 32909 32909 Filing Fee 25 25 Gallery, Photography & Repair 4891 4891 Modernist Factory 8153 8153 Investment Fees 20381 20381 0 0