2024-11-04T08:17:24-06:00 2024-06-30 571157523 Aprio LLP 2002 Summit Boulevard Suite 120 Atlanta GA 30319 990PF 2023-07-01 941676472 Zief Family Foundation Inc ZIEF 6504030403 20 East 20th Avenue San Mateo CA 94403 Dave Curson President 6504030403 2024-10-29 1 1 Stacy Cullen P00974308 4048929651 2024-10-29 2023 2024-10-15 13:58:12Z X 21317284 X X 124245 124245 124245 101333 101333 101333 1021941 1021941 1021941 558059 1429 3338258 1429 0 1248948 1248948 1247519 0 0 0 0 7450 3725 3725 3725 28304 0 0 11481 52747 52747 52747 507468 458256 458256 48912 595969 514728 514728 64118 345000 345000 940969 514728 514728 409118 307979 734220 732791 270237 39089 39089 810574 1239872 1239872 1996299 2790791 2811543 3144458 4119068 4689607 3499132 1619415 1697155 1447775 867503 615091 580272 9500000 4932054 3649898 1300083 1282156 1282156 49819 57862 57862 11685693 11728525 21317284 0 0 X 986103 986103 8311859 8311859 2387731 2430563 11685693 11728525 11685693 11728525 11685693 307979 0 11993672 265147 11728525 Schwab 1682 P 345693 349376 -3683 -3683 Schwab 1682 P 1508177 1427889 80288 80288 Schwab 7546 P 76934 76617 317 317 Schwab 7546 P 1407454 1482947 -75493 -75493 1429 -3366 10206 0 10206 0 10206 14800 0 0 0 14800 X 0 4594 4594 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 N/A The Foundation 6504030403 20 East 20th Avenue San Mateo CA 94403 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Curson Dave 20 East 20TH Avenue San Mateo CA 94403 President 5.00 0 0 0 Kleinman Joann 20 East 20TH Avenue San Mateo CA 94403 Chief Financial Officer 0.50 0 0 0 Gelzayd Reinart 20 East 20TH Avenue San Mateo CA 94403 Director 0.50 0 0 0 Weinstein Allison 20 East 20TH Avenue San Mateo CA 94403 Secretary 0.50 0 0 0 NONE 0 NONE 0 A principal purpose of the Foundation is to provide housing and facilities for the developmentally disabled by purchasing homes and facilities for the use of Family Housing and Adult Resources - FHAR, a non-profit agency, in its charitable programs. The homes and facilities purchased by the Foundation for this purpose are leased to FHAR on favorable terms at extremely below fair market rental values. The facilities leased to FHAR are long term and may be renewed on such favorable terms. The Foundation also furnishes services and otherwise provides financial and programmatic support to Family Housing and Adult Resources in their charitable purposes to provide support and assistance to individuals that have developmental disabilities. 409118 0 8765921 1305006 9500000 19570927 0 0 19570927 10070927 9500000 475000 X 409118 0 409118 X 475000 475000 475000 475000 1900000 403750 403750 403750 403750 1615000 409118 403829 417510 408454 1638911 0 0 0 0 0 409118 403829 417510 408454 1638911 0 0 0 0 0 0 1248948 1438241 1221209 1211988 5120386 X Family Housing and Adult Resources Inc 20 East 20th Avenue San Mateo CA 94403 None PC To provide operational funds and improvements to buildings, and to purchase furniture and appliances for housing of the mentally handicapped. 345000 345000 0 14 124245 14 101333 531110 373786 184273 18 1429 373786 227007 184273 785066 5 Lease money is accumulated to obtain more homes and facilities for the developmentally disabled, and to furnish services, and otherwise provide financial and programmatic support to assist individuals with developmental disabilities. 0 0 0 0 0 0 0 0 0 0 Accounting / Tax Preparation 7450 3725 3725 3725 As part of the function and objectives of the foundation, cash is accumulated to buy more houses that are used to house mentally handicapped adults and children. Therefore, the cash is deemed to be held for charitable activities. 965 Patricia Street - Building 1988-06-27 221250 221250 SL 27.500000000000 0 0 0 965 Patricia Street - Land 1988-06-27 73750 L 0 0 0 2655 Belmont Canyon Road - Building 1988-06-27 600000 600000 SL 27.500000000000 0 0 0 2655 Belmont Canyon Road - Land 1988-06-27 200000 L 0 0 0 3600 Sneath Lane - Building 1988-06-27 232500 232500 SL 27.500000000000 0 0 0 3600 Sneath Lane - Land 1988-06-27 77500 L 0 0 0 270 Merced - Building 1988-06-27 225000 225000 SL 27.500000000000 0 0 0 270 Merced - Land 1988-06-27 75000 L 0 0 0 453 Acacia Avenue - Building 1988-06-27 268357 268357 SL 27.500000000000 0 0 0 453 Acacia Avenue - Lane 1988-06-27 89452 L 0 0 0 111 East Paplar - Building 1988-06-27 216723 216723 SL 27.500000000000 0 0 0 111 East Paplar - Land 1988-06-27 72241 L 0 0 0 1400 El Camino #120 - Building 1988-06-27 125140 125140 SL 27.500000000000 0 0 0 1400 El Camino #120 - Land 1988-06-27 41713 L 0 0 0 1400 El Camino #135 - Building 1988-06-27 149914 149914 SL 27.500000000000 0 0 0 1400 El Camino #135 - Land 1988-06-27 49971 L 0 0 0 1444 El Camino #5 - Building 1988-06-27 176920 176920 SL 27.500000000000 0 0 0 1444 El Camino #5 - Land 1988-06-27 58973 L 0 0 0 20 E. 20th Ave, San Mateo - Building 1988-06-27 1083673 1083673 SL 27.500000000000 0 0 0 20 E. 20th Ave, San Mateo - Land 1988-06-27 361224 L 0 0 0 Improvements 2005-01-01 338673 227831 SL 27.500000000000 12315 12315 12315 Improvements 2008-01-01 16578 10551 SL 27.500000000000 603 603 603 Personal Property 2008-01-01 30766 30766 SL 5.000000000000 0 0 0 Improvements 2012-01-01 85465 35742 SL 27.500000000000 3108 3108 3108 Appliances 2012-01-01 6468 6468 SL 5.000000000000 0 0 0 Improvements 2013-01-01 15050 5744 SL 27.500000000000 547 547 547 Improvements 2014-01-01 37223 12863 SL 27.500000000000 1354 1354 1354 Appliances 2014-01-01 2529 2529 SL 5.000000000000 0 0 0 ALUMINUM WINDOWS 1984-05-31 1500 1500 SL 18.000000000000 0 0 0 IMPROVEMENT - TILE 1986-02-20 1733 1733 SL 19.000000000000 0 0 0 ROOF 1986-12-30 3700 3503 SL 19.000000000000 0 0 0 ELEVATOR 1987-08-03 3334 3334 SL 27.500000000000 0 0 0 IMPROVEMENTS 1987-10-16 1470 1470 SL 27.500000000000 0 0 0 DOORS 1990-09-21 1600 1576 SL 27.500000000000 0 0 0 FURNITURE 1993-03-25 965 965 SL 7.000000000000 0 0 0 FURNACES 1996-06-26 4800 4800 SL 7.000000000000 0 0 0 CARPET 1996-12-04 1494 1494 SL 7.000000000000 0 0 0 WINDOWS 1996-08-30 3255 3127 SL 27.500000000000 79 79 79 ROOF 1997-05-29 19750 18489 SL 27.500000000000 718 718 718 WINDOWS 1999-08-28 44500 38023 SL 27.500000000000 1618 1618 1618 BUILDING 1973-03-01 303000 303000 SL 25.000000000000 0 0 0 LAND 1973-03-01 104890 SL 0.000000000000 0 0 0 FURNITURE 2000-09-13 899 899 SL 7.000000000000 0 0 0 FURNACE 2001-01-15 1650 1650 SL 7.000000000000 0 0 0 CARPET 2002-10-11 15000 15000 SL 5.000000000000 0 0 0 CARPET 2003-03-11 2100 2100 SL 5.000000000000 0 0 0 CARPET 2003-03-14 2100 2100 SL 5.000000000000 0 0 0 CARPET 2003-09-24 1205 1205 SL 5.000000000000 0 0 0 (2) STOVES 2003-11-03 1714 1714 SL 5.000000000000 0 0 0 CARPET 2003-12-05 1250 1250 SL 5.000000000000 0 0 0 STOVE 2003-12-20 881 881 SL 5.000000000000 0 0 0 CARPET 2003-12-31 1246 1246 SL 5.000000000000 0 0 0 STOVE 2004-01-17 1199 1199 SL 5.000000000000 0 0 0 REFRIGERATOR 2004-05-05 763 763 SL 5.000000000000 0 0 0 CARPET 2004-05-25 2249 2249 SL 5.000000000000 0 0 0 APPLIANCES 2004-06-28 3048 3048 SL 5.000000000000 0 0 0 CARPET 2004-07-12 2250 2250 SL 5.000000000000 0 0 0 CARPET 2004-10-08 887 887 SL 5.000000000000 0 0 0 CARPET 2005-07-25 1596 1596 SL 5.000000000000 0 0 0 CARPET 2005-09-14 2480 2480 SL 5.000000000000 0 0 0 IMPROVEMENT 2006-03-02 1104 677 SL 27.500000000000 40 40 40 IMPROVEMENT 2006-03-30 2010 1235 SL 27.500000000000 73 73 73 IMPROVEMENT 2006-09-15 2671 1592 SL 27.500000000000 97 97 97 IMPROVEMENT 2006-10-13 1500 898 SL 27.500000000000 55 55 55 IMPROVEMENT 2007-03-29 1285 748 SL 27.500000000000 47 47 47 IMPROVEMENT 2007-04-10 589 333 SL 27.500000000000 21 21 21 IMPROVEMENT 2007-06-12 1005 580 SL 27.500000000000 37 37 37 IMPROVEMENT 2007-09-14 5415 3037 SL 27.500000000000 197 197 197 INTERCOM 2007-06-12 1150 1090 SL 5.000000000000 0 0 0 CARPET 2007-06-27 2557 2422 SL 5.000000000000 0 0 0 INTERCOM 2007-07-09 1150 1090 SL 5.000000000000 0 0 0 MAILBOXES 2007-08-16 1096 1075 SL 5.000000000000 0 0 0 MAILBOXES 2007-09-21 1572 1569 SL 5.000000000000 0 0 0 IMPROVEMENTS 2008-12-31 2508 1289 SL 27.500000000000 91 91 91 PIPING 2008-06-14 4250 2273 SL 27.500000000000 155 155 155 IMPROVEMENTS 2008-12-08 15877 8174 SL 27.500000000000 577 577 577 REFRIGERATOR 2008-06-30 1300 1300 SL 5.000000000000 0 0 0 INTERCOM 2008-07-11 1097 1097 SL 5.000000000000 0 0 0 STOVE 2008-04-30 1161 1161 SL 5.000000000000 0 0 0 STOVE 2008-06-14 2430 2430 SL 5.000000000000 0 0 0 CARPET 2008-06-14 2609 2609 SL 5.000000000000 0 0 0 IMPROVEMENT 2009-07-01 243250 120145 SL 27.500000000000 8845 8845 8845 IMPROVEMENT 2010-07-01 18240 8343 SL 27.500000000000 663 663 663 REMODELING 2011-07-01 459314 193465 SL 27.500000000000 16702 16702 16702 IMPROVEMENT 2012-02-01 61547 24805 SL 27.500000000000 2238 2238 2238 REMODELING 2012-02-22 18435 7593 SL 27.500000000000 670 670 670 REMODELING 2012-01-31 10172 4224 SL 27.500000000000 370 370 370 OVEN 2012-02-07 1141 571 SL 7.000000000000 0 0 0 DISHWASHER 2012-02-02 832 416 SL 7.000000000000 0 0 0 IMPROVEMENTS 2017-01-01 42000 9926 SL 27.500000000000 1527 1527 1527 Schwab - Corporate Bonds 1619415 1697155 Schwab - Corporate Stock 4076070 4645533 Franklin Templeton Fund 42998 44074 2790791 2811543 0 0 965 Patricia Street - Building 221250 221250 0 965 Patricia Street - Land 73750 0 73750 2655 Belmont Canyon Road - Building 600000 600000 0 2655 Belmont Canyon Road - Land 200000 0 200000 3600 Sneath Lane - Building 232500 232500 0 3600 Sneath Lane - Land 77500 0 77500 270 Merced - Building 225000 225000 0 270 Merced - Land 75000 0 75000 453 Acacia Avenue - Building 268357 268357 0 453 Acacia Avenue - Lane 89452 0 89452 111 East Paplar - Building 216723 216723 0 111 East Paplar - Land 72241 0 72241 1400 El Camino #120 - Building 125140 125140 0 1400 El Camino #120 - Land 41713 0 41713 1400 El Camino #135 - Building 149914 149914 0 1400 El Camino #135 - Land 49971 0 49971 1444 El Camino #5 - Building 176920 176920 0 1444 El Camino #5 - Land 58973 0 58973 20 E. 20th Ave, San Mateo - Building 1083673 1083673 0 20 E. 20th Ave, San Mateo - Land 361224 0 361224 Improvements 338673 240146 98527 Improvements 16578 11154 5424 Personal Property 30766 30766 0 Improvements 85465 38850 46615 Appliances 6468 6468 0 Improvements 15050 6291 8759 Improvements 37223 14217 23006 Appliances 2529 2529 0 ALUMINUM WINDOWS 1500 1500 0 IMPROVEMENT - TILE 1733 1733 0 ROOF 3700 3503 197 ELEVATOR 3334 3334 0 IMPROVEMENTS 1470 1470 0 DOORS 1600 1576 24 FURNITURE 965 965 0 FURNACES 4800 4800 0 CARPET 1494 1494 0 WINDOWS 3255 3206 49 ROOF 19750 19207 543 WINDOWS 44500 39641 4859 BUILDING 303000 303000 0 LAND 104890 0 104890 FURNITURE 899 899 0 FURNACE 1650 1650 0 CARPET 15000 15000 0 CARPET 2100 2100 0 CARPET 2100 2100 0 CARPET 1205 1205 0 (2) STOVES 1714 1714 0 CARPET 1250 1250 0 STOVE 881 881 0 CARPET 1246 1246 0 STOVE 1199 1199 0 REFRIGERATOR 763 763 0 CARPET 2249 2249 0 APPLIANCES 3048 3048 0 CARPET 2250 2250 0 CARPET 887 887 0 CARPET 1596 1596 0 CARPET 2480 2480 0 IMPROVEMENT 1104 717 387 IMPROVEMENT 2010 1308 702 IMPROVEMENT 2671 1689 982 IMPROVEMENT 1500 953 547 IMPROVEMENT 1285 795 490 IMPROVEMENT 589 354 235 IMPROVEMENT 1005 617 388 IMPROVEMENT 5415 3234 2181 INTERCOM 1150 1090 60 CARPET 2557 2422 135 INTERCOM 1150 1090 60 MAILBOXES 1096 1075 21 MAILBOXES 1572 1569 3 IMPROVEMENTS 2508 1380 1128 PIPING 4250 2428 1822 IMPROVEMENTS 15877 8751 7126 REFRIGERATOR 1300 1300 0 INTERCOM 1097 1097 0 STOVE 1161 1161 0 STOVE 2430 2430 0 CARPET 2609 2609 0 IMPROVEMENT 243250 128990 114260 IMPROVEMENT 18240 9006 9234 REMODELING 459314 210167 249147 IMPROVEMENT 61547 27043 34504 REMODELING 18435 8263 10172 REMODELING 10172 4594 5578 OVEN 1141 1141 0 DISHWASHER 832 832 0 IMPROVEMENTS 42000 11453 30547 Deposits Held by Management Company - Pacific Rental 49819 57862 57862 Basis adjustment 265147 5001 Insurance - FHAR 31212 0 0 31212 5000 Bank Charges 47421 47121 47121 0 8000 Environmental cleanup 17500 0 0 17500 5008 Miscellaneous 200 0 0 200 6001 Insurance Exp - Pacific Ave 14973 14973 14973 0 6002 Property Tax Exp - Pacific Ave 113794 113794 113794 0 6003 Professional Fees - Pacific Ave 0 0 0 0 6004 Materials and Supplies - Pacific Ave 2457 2457 2457 0 6005 Miscellaneous - Pacific Ave 100 100 100 0 6007 Repairs - Pacific Ave 173196 173196 173196 0 6011 Utilities - Pacific Ave 23454 23454 23454 0 6012 Scavenger Bills - Pacific Ave 15671 15671 15671 0 6013 Telephone - Pacific Ave 2020 2020 2020 0 6014 Deposit Interest Rebate - Pacific Ave 2182 2182 2182 0 6015 Cleaning / Maintenance - Pacific Ave 11403 11403 11403 0 6016 Elevator Service - Pacific Ave 2603 2603 2603 0 6017 Pest Control - Pacific Ave 322 322 322 0 6018 Management Fees - Pacific Ave 35696 35696 35696 0 6019 Rental Commissions - Pacific Ave 9559 9559 9559 0 6020 Security Deposits - Pacific Ave 50 50 50 0 6023 Monitoring/Alarms 0 0 0 0 6025 Fire Safety Compliance 2248 2248 2248 0 6028 Gardening/Plants - Pacific Ave 445 445 445 0 6030 Unit Registration Fee 195 195 195 0 6031 Mold Remediation Repairs 0 0 0 0 6032 Rent Board Fee 767 767 767 0 6033 Vac Prep Repairs/Imp 0 0 0 0 Property Taxes 11481 0 0 11481 Taxes 16823 0 0 0