2025-11-10T16:36:16-06:00 2025-06-30 941341042 FRANK RIMERMAN CO LLP 1 EMBARCADERO CTR STE 2410 SAN FRANCISCO CA 94111 990PF 2024-07-01 201004445 THE SARNAT-HOFFMAN FAMILY FOUNDATION SARN 6508458100 1801 PAGE MILL ROAD PALO ALTO CA 94304 JOAN E SARNAT DIRECTOR 6508458100 2025-10-30 1 1 SAMANTHA L POROPAT P01287084 4154391144 2025-10-30 2024 2025-03-06 01:10:19Z X 32864051 X 0 X 100867 100867 1356345 2081741 497286 173404 1455657 0 1630616 2053810 0 0 0 0 0 471 0 0 471 18250 9125 0 9125 93185 93185 0 0 22254 4254 0 0 13631 13442 0 189 147791 120006 0 9785 2196721 2196721 2344512 120006 0 2206506 -713896 1933804 0 42785 15125 15125 594075 720709 720709 8085058 7042016 18321072 10382933 10613105 13807145 19104851 18390955 32864051 0 0 X 6325359 6325359 0 0 12779492 12065596 19104851 18390955 19104851 18390955 19104851 -713896 0 18390955 0 18390955 DEEMED GAIN ON STOCK CONTRIBUTION P 2024-07-01 2025-06-30 859059 859059 0 0 PUBLICLY TRADED SECURITIES P 2024-07-01 2025-06-30 1222682 725396 497286 497286 497286 26880 0 26880 0 26880 20770 0 0 0 20770 X 0 6110 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 0 0 0 1 1 N/A FRANK RIMERMAN CO LLP 6508458100 1801 PAGE MILL ROAD PALO ALTO CA 94304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOAN E SARNAT 1801 PAGE MILL ROAD PALO ALTO CA 94304 PRESIDENT & SECRETARY 5.00 0 0 0 DAVID A HOFFMAN 1801 PAGE MILL ROAD PALO ALTO CA 94304 VICE PRESIDENT 1.00 0 0 0 NONE 0 RUANE CUNNIFF & GOLDFARB LLC 767 FIFTH AVENUE NEW YORK NY 10153 INVESTMENT MANAGEMENT 78557 0 0 18915210 584052 13807145 33306407 0 0 33306407 499596 32806811 1640341 1640341 26880 26880 1613461 0 1613461 0 1613461 2206506 0 2206506 1613461 1353778 2022 408267 0 2206506 1353778 408267 0 444461 0 0 0 0 0 0 0 0 1169000 0 0 0 X JEWISH COMMUNITY FEDERATION AND ENDOWMENT FUND 121 STEUART STREET SAN FRANCISCO CA 94105 N/A PC PUBLIC CHARITY; ENDOWMENT FUND 741206 JEWISH COMMUNITY FEDERATION AND ENDOWMENT FUND 121 STEUART STREET SAN FRANCISCO CA 94105 N/A PC PUBLIC CHARITY; ENDOWMENT FUND 1455515 2196721 0 14 100867 14 173404 18 1356345 0 1630616 0 1630616 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 18250 9125 0 9125 SECTION 4942(H)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSTHE SARNAT HOFFMAN FAMILY FOUNDATIONFEIN: 20-10044451801 PAGE MILL ROADPALO ALTO, CALIFORNIA 94304TAX YEAR ENDING 06/30/2025PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVEREFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYINGDISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'SUNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROMTHE TAX YEAR ENDING 6/30/2023, IN THE AMOUNT OF $408,267. CONTRIBUTION TO DONOR ADVISED FUND FORM 990-PF, PART VII-A, LINE 12 THE SARNAT-HOFFMAN FAMILY FOUNDATION MADE QUALIFYING DISTRIBUTIONS OF $2,196,721 TO THE JEWISH COMMUNITY FEDERATION & ENDOWMENT FUND OF SAN FRANCISCO, A PUBLICLY-SUPPORTED CHARITY THAT HAS BEEN IN EXISTENCE MORE THAN 60 CONSECUTIVE MONTHS.THE ASSETS SO DISTRIBUTED ARE HELD IN THE SARNAT-HOFFMAN FAMILY FOUNDATION FUND. A DISQUALIFIED PERSON HAS ADVISORY PRIVILEGES WITH RESPECT TO THE DISTRIBUTIONS.THE FEDERATION'S ARTICLES OF INCORPORATION PROVIDE, IN PART, AS FOLLOWS:"THE SPECIFIC AND PRIMARY PURPOSE FOR WHICH THIS CORPORATION IS INITIALLY FORMED ARE: (1) TO SOLICIT, COLLECT, RECEIVE AND HOLD MONEY AND PROPERTY EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, RELIGIOUS OR EDUCATION PURPOSES AND FOR THE OPERATION AND MAINTENANCE OF THIS CORPORATION, AND TO DISBURSE THE SAME TO LOCAL, NATIONAL AND INTERNATIONAL INSTITUTIONS, ORGANIZATIONS, FUNDS AND AGENCIES WHICH ARE ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, RELIGIOUS OR EDUCATIONAL PURPOSES OR WHICH RENDER CHARITABLE, SCIENTIFIC, RELIGIOUS OR EDUCATION SERVICES FOR WHICH SUCH MONEY AND PROPERTY SHALL BE EXCLUSIVELY UTILIZED."CONSISTENT WITH ITS ARTICLES OF INCORPORATION, THE FEDERATION HAS, OVER THE COURSE OF ITS EXISTENCE, MADE GRANTS IN FURTHERANCE OF THE PURPOSES STATED IN ITS ARTICLES OF INCORPORATION. SIMILARLY, THE FEDERATION PLANS TO MAKE GRANTS FROM THE SARNAT-HOFFMAN FAMILY FOUNDATION FUND FOR RELIGIOUS, CHARITABLE AND EDUCATION PURPOSES, ALL OF WHICH ARE CONTEMPLATED BY SECTION 170(C)(2)(B). BERKSHIRE HATHAWAY - CLASS A (9 SHS) 857485 6559200 BERKSHIRE HATHAWAY - CLASS B (402 SHS) 27084 195280 BERKSHIRE HATHAWAY - CLASS A (3 SHS) 1337663 2186400 BERKSHIRE HATHAWAY - CLASS B (339 SHS) 100173 164676 RCG SECURITIES - #6366 4719611 9215516 POPLAR AT COST 8500000 11301157 FORTRESS DIRECT LENDING III-A AT COST 700830 734099 EPQ LLC, DGNR VI PS AT COST 245295 289894 EPQ LLC, PRME VIII PS AT COST 649294 668045 EPQ LLC - ASTAR PS AT COST 255399 471387 EPQ LLC - GA 2021 PS AT COST 262287 342563 LEGAL FEES 471 0 0 471 MEALS 189 0 0 189 FROM K-1 - EPQ LLC ASTAR PS 6514 6514 0 0 FROM K-1 - EPQ LLC GA 2021 PS 6928 6928 0 0 FROM K-1 - EPQ LLC PRME VIII PS 80024 80024 FROM K-1 - FORTRESS DIRECT LENDING III-A LP 88390 88390 POPLAR INTERNATIONAL PARTNERS LP - SECTION 954(C) SUBPART F 0 1282253 FROM K-1 - EPQ LLC DGNR VI PS 4990 4990 INVESTMENT MANAGEMENT FEES 93185 93185 0 0 FOREIGN TAXES PAID 4254 4254 0 0 FEDERAL TAXES PAID 18000 0 0 0