2025-09-12T13:54:32-05:00 2024-12-31 271180831 CERITY PARTNERS 99 PARK AVENUE NEW YORK NY 10016 990PF 2024-01-01 824885826 HIRZ FAMILY FOUNDATION INC HIRZ 3233832493 12062 WOODBINE DR SANTA ANA CA 92705 DAVID HIRZ PRESIDENT 3233832493 2025-09-12 0 SEAN MOORE P01252049 2122021810 2025-09-12 2024 2025-03-06 01:10:19Z X 3530876 X X 1221 1221 32557 32557 71683 526608 71683 1212 1212 106673 106673 0 0 0 850 0 850 32 32 0 16145 0 16145 630 510 120 17657 542 17115 109482 109482 127139 542 126597 -20466 106131 60900 50650 50650 2432464 1329253 2471095 637657 1004985 1004985 0 4146 4146 3131021 2389034 3530876 0 0 X 3131021 3131021 0 0 0 -741987 3131021 2389034 3131021 2389034 3131021 -20466 420321 3530876 1141842 2389034 SCHWAB 5794: ALBERTSONS (ACI) 239.17 SHS - ST COVERED 4991 5080 -89 -89 SCHWAB 5794: ALBERTSONS (ACI) 2,155.83 SHS - LT COVERED 44992 33007 11985 11985 SCHWAB 5794: TESLA (TSLA) 146 SHS - LT COVERED 49942 43276 6666 6666 SCHWAB 5794: ALBERTSONS (ACI) 48.20 SHS - ST COVERED 942 1001 -19 -19 SCHWAB 5794: ALBERTSONS (ACI) 3,021.8 SHS - LT COVERED 59059 43315 15744 15744 SCHWAB 5794: AMAZON (AMZN) 271 SHS - LT COVERED 49887 37338 12549 12549 SCHWAB 5794: AMAZON (AMZN) 240 SHS - LT COVERED 49671 29193 20478 20478 SCHWAB 5794: AMAZON (AMZN) 218 SHS - LT COVERED 49609 23590 26019 26019 SCHWAB 5794: DELTA AIRLINES (DAL) 12.29 SHS - ST COVERED 618 517 101 101 SCHWAB 5794: DELTA AIRLINES (DAL) 1,288 SHS - LT COVERED 64784 49987 14797 14797 SCHWAB 5794: SPDR DOW JONES (DIA) 12.85 SHS - ST COVERED 5704 5057 647 647 SCHWAB 5794: SPDR DOW JONES (DIA) 77.15 SHS - LT COVERED 34257 26060 8197 8197 SCHWAB 5794: SOUTHWEST AIRLINES (LUV) 27.06 SHS - ST COVERED 753 819 -66 -66 SCHWAB 5794: SOUTHWEST AIRLINES (LUV) 1,127.97 SHS - LT COVERED 31402 50401 -18999 -18999 SCHWAB 5794: TESLA (TSLA) 201 SHS - LT COVERED 39815 60755 -20940 -20940 SCHWAB 5794: GREEN PLAINS (GPRE) 2,810 SHS - LT COVERED 40182 49990 -9808 -9808 K-1 LEGACY VENTURE X - ST 436 436 K-1 LEGACY VENTURE X - LT 2757 2757 K-1 LEGACY VENTURE XI - ST 2 2 K-1 LEGACY VENTURE XI - LT 1226 1226 71683 1475 0 1475 0 1475 1391 0 3200 0 4591 0 3116 3116 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 N/A DAVE HIRZ 3233832493 12062 WOODBINE DRIVE SANTA ANA CA 92705 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVE HIRZ 12062 WOODBINE DR SANTA ANA CA 92705 PRESIDENT 1.00 0 0 0 JULIE HIRZ 12062 WOODBINE DR SANTA ANA CA 92705 VICE PRESIDENT 1.00 0 0 0 TAYLOR HIRZ 120 EAST 7TH STREET NEW YORK NY 10009 DIRECTOR 0.00 0 0 0 MACKENZIE HIRZ 16 GRETEL COURT NEWPORT BEACH CA 92663 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 2425340 43694 1004985 3474019 0 0 3474019 52110 3421909 171095 171095 1475 39 1514 169581 0 169581 0 169581 126597 0 126597 169581 46018 0 0 126597 46018 0 0 80579 0 0 0 0 0 0 0 0 89002 0 0 0 DAVE HIRZ X AMERICAN CANCER SOCIETY 270 PEACHTREE STREET NW SUITE 1300 ATLANTA GA 30303 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 250 BALBOA YACHT CLUB MARINETIME SCIENCES AND SEAMANSHIP FOUNDATION 3020 OLD RANCH PARKWAY 300 ORANGE CA 92868 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 3150 CALIFORNIA GROCERS ASSOCIATION EDUCATIONAL FOUNDATION 1005 12TH STREET SUITE 200 SACRAMENTO CA 95814 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 1000 CJ3 FOUNDATION 19309 WINMEADE DRIVE LEESBURG VA 20176 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 5000 COMMON HOPE 1410 ENERGY PARK DRIVE SUITE 4 ST PAUL MN 55108 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 1188 DOLLARS FOR TUSTIN SCHOLARS 340 E 1ST STREET UNIT 1524 TUSTIN CA 92781 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 500 EDIBLE SCHOOLYARD NEW YORK 20 JAY STREET SUITE M09 BROOKLYN NY 11201 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 500 EVLOVES 201 ALLEN STREET UNIT 10193 NEW YORK NY 10002 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 500 FOSTER FOUNDATION 13 CENTRAL WAY KIRKLAND WA 98033 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 1000 FREE ARTS FOR ABUSED CHILDREN OF NEW YORK CITY 1431 BROADWAY FL 8 NEW YORK NY 10018 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 1000 HEALTHWELL FOUNDATION 20440 CENTURY BLVD SUITE 250 GERMANTOWN MD 20874 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 1000 HIS LITTLE FEET INC 3445 STUDEBAKER RD LONG BEACH CA 90808 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 515 HQ TENNIS FOUNDATION INC 450 ROCKAWAY PARKWAY UNIT 1F BROOKLYN NY 11212 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 1000 LEXINGTON LEADERSHIP FOUNDATION 422 CODELL DRIVE LEXINGTON KY 40509 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 2500 MARINERS CHURCH 5001 NEWPORT COAST DRIVE IRVINE CA 92603 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 44250 MARYS SHELTER 18221 E 17TH STREET SANTA ANA CA 92705 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 1000 NEWPORT HARBOR POST 291 OF THE AMERICAN LEGION INC 215 15TH STREET NEWPORT BEACH CA 92663 NONE 501(C)(19) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 5000 OLIVE CREST 2130 EAST FOURTH STREET 200 SANTA ANA CA 92705 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 850 ONE LOVE COMMUNITY 416 WAVERLY AVE UNIT 2 BROOKLYN NY 11238 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 1000 QUILTS OF VALOR FOUNDATION 115 W JEFFERSON STREET WINTERSET IA 50273 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 500 READ 718 INC 420 ATLANTIC AVE BROOKLYN NY 11217 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 500 SPARTA ALUMNI INC 306 EDNA LANE SPARTA IL 62286 NONE 501(C)(3) SUPPORT SERVICES TO ALUMNI OF SPARTA 6660 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 500 THE BOOK CLUB - TUSTIN 180 E MAIN STREET TUSTIN CA 92780 VOLUNTEER PRESIDENT 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 15880 TRINITY PRESBYTERIAN CHURCH 13922 PROSPECT AVE SANTA ANA CA 92705 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 2000 TUSTIN AREA COUNCIL FOR THE FINE ARTS 1352 MAUNA LOA RD TUSTIN CA 92781 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 1200 TUSTIN PUBLIC SCHOOLS FOUNDATION 150 EL CAMINO REAL SUITE 140 TUSTIN CA 92780 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 6210 UNITED STATES SAILING ASSOCIATION 1 ROGER WILLIAMS UNIVERSITY WAY BRISTOL RI 02809 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 79 WESTMINSTER PRESBYTERIAN CHURCH 360 EAST BROADWAY STREET SPARTA IL 62286 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 1000 YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 1000 YOUTH WITH A MISSION 7317 56TH STREET PUYALLUP WA 98371 NONE 501(C)(3) TO IMPROVE THE WELFARE OF FAMILIES THROUGH EDUCATION. 2750 109482 0 14 1221 14 32557 901101 1189 18 23 18 71683 1189 105484 0 106673 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 850 0 850 SCHWAB 5794 EQUITIES 669183 1533006 SCHWAB 5794 EXCHANGE TRADED FUNDS 660070 938089 LEGACY VENTURE X AT COST 664137 664137 LEGACY VENTURE XI AT COST 340848 340848 REIMBURSEMENT OWED 0 4146 4146 BASIS/BOOK VALUE ADJUSTMENT 1141842 CA RRF-1 ANNUAL FEE 75 0 75 CA SECRETARY OF STATE 20 0 20 BANK FEES 25 0 25 K-1 LEGACY VENTURE X INVESTMENT INTEREST EXPENSE 192 192 0 K-1 LEGACY VENTURE XI INVESTMENT INTEREST EXPENSE 318 318 0 K-1 LEGACY VENTURE X OTHER PORTFOLIO INCOME 23 23 23 K-1 LEGACY VENTURE X OTHER MISCELLANEOUS INCOME 1186 1186 1186 K-1 LEGACY VENTURE XI OTHER MISCELLANEOUS INCOME 3 3 3 INCREASE IN MARKET VALUE 420321 LEGACY VENTURE X FOREIGN TAX PAID 18 18 0 LEGACY VENTURE XI FOREIGN TAX PAID 14 14 0