2025-10-16T13:21:23-07:00 2024-12-31 371420474 Fontanello Duffield & Otake LLP 111 Pine Street Suite 1750 San Francisco CA 94111 990PF 2024-01-01 208633363 The Brian and Edith Heath Foundation co Kelley & Farren LLP BRIA 4159255200 1099 E Street San Rafael CA 94901 Erik Satow Trustee 2025-10-16 true true Erik Satow P01410341 4159830200 2024 2025-03-06 01:10:19Z X 2505312 X X 87865 87865 16130 251344 16130 12756 116751 103995 10705 10705 6250 6250 22014 22014 88975 150 88825 127944 22164 105780 3000 3000 130944 22164 108780 -14193 81831 92777 83981 83981 2344203 2401981 2401981 19350 19350 19350 2456330 2505312 2505312 0 X 2456330 2505312 2456330 2505312 2456330 2505312 2456330 -14193 63175 2505312 2505312 Sale of Publicly Traded Securities P 2000-01-01 2024-12-31 251344 235214 16130 16130 16130 1137 1137 1137 1744 1744 607 607 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 false true false false false false false false false false false false false false false false false false false Erik Satow Farren LLP 1099 E Street San Rafael CA 94901 Trustee 0.50 0 Michael Fontanello Farren LLP 1099 E Street San Rafael CA 94901 Trustee 0.50 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. 87329 2448966 62388 0 2511354 0 2511354 37670 2473684 123684 123684 1137 1137 122547 122547 122547 108780 108780 122547 140547 197159 337706 108780 0 108780 13767 13767 323939 0 126780 197159 197159 X UC Regents 1995 University Ave Ste 401 Berkeley CA 94720 N/A PC Support for the Environmental Design Archives 3000 3000 14 87865 18 16130 Return of Capital 12756 103995 12756 116751 11a Return of Capital false false false false false false false false false false Tax Preparation 6250 0 0 6250 Erik Satow In 2024, the Foundation paid the accounting firm, in which the Trustee is a partner, $6,250 for tax preparation and accounting services. Compensation to a disqualified person for services which are necessary to carry out the exempt purpose of the Foundation if not excessive is not self dealing under Regulation 53.4941(d)-3(c). Michael Fontanello In 2024, the Foundation paid the accounting firm, in which the Trustee is a partner, $6,250 for tax preparation and accounting services. Compensation to a disqualified person for services which are necessary to carry out the exempt purpose of the Foundation if not excessive is not self dealing under Regulation 53.4941(d)-3(c). Modernist Factory, LLC FMV 17229 17229 Brown Adv Sustainable FMV 204184 204184 Calvert Small Cap FMV 123084 123084 Calvert US Lrg Cap Value FMV 137548 137548 Ishares ESG FMV 91756 91756 Ishares US Treasury Bond FMV 149577 149577 Nuveen ESG Large FMV 87900 87900 Vanguard Total Int FMV 242601 242601 CCM Community Impact FMV 318068 318068 Nuveen ESG Large Cap FMV 234133 234133 Ishares ESG Aware FMV 69744 69744 Goldman Sachs INTL, FMV 67908 67908 Macquarie Corporate Bond FMV 97778 97778 Nuveen Core Impact Bd FMV 560471 560471 Legal Fees 10705 0 0 10705 Fine Art 19350 19350 19350 Bank & Filing Fees 150 150 Cataloging & Curation Heath Collection 87329 87329 Operating Expenses 1496 1496 Return of Capital 12756 Investment Fees 22014 22014 0 0