2025-08-27T12:28:11-05:00 2024-12-31 810742089 RGP LLP 3478 BUSKIRK AVE STE 308 PLEASANT HILL CA 94523 990PF 2024-01-01 366065404 HOEFER FAMILY FOUNDATION HOEF 6502122240 PO BOX 7487 BURLINGAME CA 940107487 KURT HOEFER PRESIDENT 6502122240 2025-08-06 1 0 STEVEN PALMER P01491342 9259540100 2025-08-05 2024 2025-03-06 01:10:19Z X 9780095 X X 1015 1015 190508 190508 104205 304194 104205 295728 295728 0 0 0 4320 864 3456 4886 2951 0 1455 364 1091 6903 1788 5114 17564 5967 9661 362270 362270 379834 5967 371931 -84106 289761 44999 39089 39089 199770 605046 605046 3639995 3359333 8642409 1237 28233 27551 1628 1628 370281 370281 466000 4256282 4401982 9780095 0 0 X 1747419 1747419 0 0 2508863 2654563 4256282 4401982 4256282 4401982 4256282 -84106 229806 4401982 0 4401982 CHARLES SCHWAB, CAPITAL GAINS P 2024-01-29 2024-08-07 50473 50672 -199 -199 CHARLES SCHWAB, CAPITAL GAINS P 2024-01-25 2024-12-10 76798 85064 -8266 -8266 CHARLES SCHWAB, CAPITAL GAINS P 2013-05-22 2024-01-29 40154 18414 21740 21740 CHARLES SCHWAB, CAPITAL GAINS P 2013-07-15 2024-01-29 40154 19537 20617 20617 CHARLES SCHWAB, CAPITAL GAINS P 2013-07-25 2024-01-29 40154 21009 19145 19145 CHARLES SCHWAB, CAPITAL GAINS P 2012-11-28 2024-12-10 56461 5293 51168 51168 104205 4028 0 4028 0 4028 0 0 0 0 0 98 4126 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 NONE KURT HOEFER 6502122240 PO BOX 7487 BURLINGAME CA 94010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN HOEFER PO BOX 7487 BURLINGAME CA 940117487 DIRECTOR 1.00 0 0 0 CRAIG HOEFER PO BOX 7487 BURLINGAME CA 940117487 DIRECTOR 1.00 0 0 0 KURT HOEFER PO BOX 7487 BURLINGAME CA 940117487 PRESIDENT & DIRECTOR 1.00 0 0 0 GLADYS HOEFER PO BOX 7487 BURLINGAME CA 940117487 DIRECTOR 1.00 0 0 0 ALAN HOEFER JR PO BOX 7487 BURLINGAME CA 940117487 TREASURER & DIRECTOR 2.00 0 0 0 MELANIE HOEFER PO BOX 7487 BURLINGAME CA 940117487 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION HAS BEGUN TO ACQUIRE A COLLECTION OF ARTWORK OF PAINTERS USING THE PLEIN AIR APPROACH TO PAINTING WHO PAINTED CALIFORNIA SCENES FROM APPROXIMATELY THE POST GOLD RUSH ERA TO 1940. WHEN A SUFFICIENT NUMBER OF PAINTINGS HAVE BEEN ACQUIRED, THE FOUNDATION WILL SEEK TO EXHIBIT THEM AS A STAND ALONE COLLECTION IN PUBLIC ART MUSEUMS AND LIBRARIES IN ORDER TO HELP EDUCATE THE GENERAL PUBLIC ABOUT THIS FORM OF WELL KNOWN AND APPRECIATED PAINTING. 0 0 8074095 631791 370281 9076167 0 0 9076167 136143 8940024 447001 447001 4028 4028 442973 0 442973 0 442973 371931 0 371931 442973 360857 0 0 371931 360857 0 0 11074 0 0 0 0 0 0 0 0 431899 0 0 0 X AL J CONDIT PTO 7000 S 3RD ST BELLAIRE TX 77401 NONE IRC 509(A)(1) GENERAL OPERATIONS 250 BURLINGAME LIBRARY FOUNDATION 480 PRIMROSE ROAD BURLINGAME CA 94010 NONE IRC 509(A)(1) GENERAL OPERATIONS 5000 CALIFORNIA ACADEMY OF SCIENCES 55 MUSIC CONCOURSE DR GOLDEN GATE PARK SAN FRANCISCO CA 94118 NONE IRC 509(A)(1) GENERAL OPERATIONS 5000 CALIFORNIA STATE RAILROAD MUSEUM FOUNDATION 111 I STREET SACRAMENTO CA 95814 NONE IRC 509(A)(1) GENERAL OPERATIONS 25000 CALL PRIMROSE 139 PRIMROSE ROAD BURLINGAME CA 94010 NONE IRC 509(A)(1) GENERAL SUPPORT 6000 CASA OF SAN MATEO 330 TWIN DOLPHIN DRIVE SUITE 139 REDWOOD CITY CA 94065 NONE IRC 509(A)(1) GENERAL SUPPORT 1250 CATHEDRAL SCHOOL FOR BOYS 1275 SACRAMENTO STREET SAN FRANCISCO CA 941081910 NONE IRC 509(A)(1) GENERAL OPERATIONS 2000 COFAM (FINE ARTS MUSEUMS FOUNDATION) 50 HAGIWARA TEA GARDEN SAN FRANCISCO CA 94118 NONE IRC 509(A)(1) GENERAL OPERATIONS 20000 EDGEWOOD CENTER FOR CHILDREN AND FAMILIES 1801 VICENTE STREET SAN FRANCISCO CA 94116 NONE IRC 509(A)(1) GENERAL SUPPORT 1000 FILOLI 86 CANADA ROAD WOODSIDE CA 94062 NONE IRC 509(A)(1) GENERAL OPERATIONS 82000 GOLDEN GATE NATIONAL PARKS CONSERVANCY 201 FORT MASON 3RD FL SAN FRANCISCO CA 941239970 NONE IRC 509(A)(1) GENERAL OPERATIONS 3000 HILLSBOROUGH BEAUTIFICATION FOUNDATION 1600 FLORIBUNDA AVENUE HILLSBOROUGH CA 94010 NONE IRC 509(A)(1) GENERAL OPERATIONS 5000 HILLSBOROUGH CONCORS D'ELEGANCE FOUNDATION 1600 FLORIBUNDA AVENUE HILLSBOROUGH CA 94010 NONE IRC 509(A)(1) GENERAL OPERATIONS 2000 HILLSBOROUGH SCHOOLS FOUNDATION 300 EL CERRITO AVE HILLSBOROUGH CA 94010 NONE IRC 509(A)(1) GENERAL OPERATIONS 10000 HOSPITAL DE LA FAMILIA FOUNDATION PO BOX 12981 BERKELEY CA 94712 NONE IRC 509(A)(1) GENERAL OPERATIONS 25000 INTERFAITH COMMUNITY SOCIAL SERVICES PO BOX 5070 18500 STRIKER COURT SONORA CA 95370 NONE IRC 509(A)(1) GENERAL SUPPORT 2000 KQED INC 2601 MARIPOSA ST SAN FRANCISCO CA 94110 NONE IRC 509(A)(1) GENERAL SUPPORT 1500 MILLS PENINSULA HOSPITAL FOUNDATION 1501 TROUSDALE DRIVE BURLINGAME CA 94010 NONE IRC 509(A)(1) GENERAL OPERATIONS 100 MONTEREY BAY AQUARIUM FOUNDATION 886 CANNERY ROW MONTEREY CA 93940 NONE IRC 509(A)(1) GENERAL OPERATIONS 10000 NEVADA COUNTY NARROW GAUGE RAILROAD MUSEUM 5 KIDDER CT NEVADA CITY CA 95959 NONE IRC 509(A)(1) GENERAL OPERATIONS 13000 NORDSTROM HOME & SCHOOL CLUB 1425 E DUNNE AVE MORGAN HILL CA 95037 NONE IRC 509(A)(1) GENERAL SUPPORT 7000 NORTH STAR HISTORIC CONSERVANCY PO BOX 1538 GRASS VALLEY CA 95945 NONE IRC 509(A)(1) GENERAL OPERATIONS 970 NORTHERN CALIFORNIA CENTER FOR THE ARTS 314 W MAIN ST GRASS VALLEY CA 95945 NONE IRC 509(A)(1) GENERAL SUPPORT 5000 OSU FOUNDATION 850 SOUTHWEST 35TH STREET CORVALLIS OR 97333 NONE IRC 509(A)(1) GENERAL OPERATIONS 6000 PENINSULA FAMILY SERVICE 24 2ND AVE SAN MATEO CA 94401 NONE IRC 509(A)(1) GENERAL OPERATIONS 6000 REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY 2195 HEARST AVE ROOM 120 BERKELEY CA 94720 NONE IRC 509(A)(1) GENERAL OPERATIONS 20000 SAMARITAN HOUSE 4031 PACIFIC BLVD SAN MATEO CA 94403 NONE IRC 509(A)(1) GENERAL OPERATIONS 5000 SAN FRANCISCO BALLET AUXILIARY 455 FRANKLIN STREET SAN FRANCISCO CA 94102 NONE IRC 509(A)(1) GENERAL OPERATIONS 200 SAN FRANCISCO BALLET CHRIS HELLMAN CENTER FOR DANCE 455 FRANKLIN STREET SAN FRANCISCO CA 94102 NONE IRC 509(A)(1) GENERAL SUPPORT 2500 SAN FRANCISCO ZOOLOGICAL SOCIETY 1 ZOO ROAD SAN FRANCISCO CA 941081910 NONE IRC 509(A)(1) GENERAL OPERATIONS 6500 SAN MATEO COUNTY HEALTH FOUNDATION 222 WEST 39TH AVENUE SAN MATEO CA 94403 NONE IRC 509(A)(1) GENERAL OPERATIONS 50000 SAN MATEO COUNTY HISTORICAL ASSOCIATION 2200 BROADWAY ST REDWOOD CITY CA 94063 NONE IRC 509(A)(1) GENERAL OPERATIONS 10000 SAN MATEO LIBRARY FOUNDATION 55 WEST 3RD AVE SAN MATEO CA 94402 NONE IRC 509(A)(1) GENERAL OPERATIONS 5000 SFMOMA 151 3RD STREET SAN FRANCISCO CA 94103 NONE IRC 509(A)(2) GENERAL OPERATIONS 10000 STANFORD BUCK CARDINAL CLUB 641 E CAMPUS DRIVE STANFORD CA 943056201 NONE IRC 509(A)(1) GENERAL OPERATIONS 2000 THE DAWN REDWOODS CHARITABLE TRUST ONE BLACKFIELD DRIVE SUITE 331 TIBURON CA 94920 NONE IRC 509(A)(1) GENERAL OPERATIONS 2000 TULANE UNIVERSITY PO BOX 61075 NEW ORLEANS LA 70161 NONE IRC 509(A)(1) GENERAL OPERATIONS 1000 UCLA FOUNDATION 110 WESTWOOD PLAZA SUITE F301 LOS ANGELES CA 90095 NONE IRC 509(A)(1) GENERAL OPERATIONS 2500 UNIVERSITY OF CALIFORNIA DAVIS 1 SHIELDS AVE DAVIS CA 95616 NONE IRC 509(A)(1) GENERAL OPERATIONS 1000 YOUTH ON COURSE 30 RAGSDALE DRIVE SUITE 201 MONTEREY CA 93940 NONE IRC 509(A)(1) GENERAL OPERATIONS 500 362270 0 14 1015 14 190508 18 104205 0 295728 0 295728 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4320 864 3456 ALCOA CORP, 2500 SHS 112635 94450 AMERICAN EXPRESS, 2000 SHS 70058 593580 BLACKROCK INC, 150 SHS 58316 153767 BOOKING HLDGS, 50 SHS 82735 248421 BROOKFIELD ASSET MANAGEMENT, 1750 SHS 27763 94833 BROOKFIELD CORP, 7000 SHS 116910 402150 CHARLES SCHWAB CORP, 2200 SHS 68015 162822 CHEVRON CORP, 2000 SHS 125565 289680 COSTCO WHOLESALE CO, 1000 SHS 52358 916270 DELTA AIR LINES, 3000 SHS 53988 181500 GOLDMAN SACHS GROUP, 400 SHS 131070 229048 HALLIBURTON CO HLDG, 2000 SHS 60649 54380 HONEYWELL INTL INC, 1000 SHS 27968 225890 ISHARES CORE S&P 500, 1200 SHS 345514 706416 ISHARES MSCI EMERGING, 2000 SHS 132665 143300 ISHARES TREASURY FLOATING, 10,000 SHS 504792 504700 JPMORGAN CHASE & CO, 2000 SHS 94590 479420 LOWES COMPANIES, 1000 SHS 112640 246800 OCCIDENTAL PETROL CO, 2000 SHS 76832 98820 ORACLE, 3000 SHS 101694 499920 QUALCOMM, 1000 SHS 139860 153620 TAIWAN SEMICONDUCTOR, 1500 SHS 58995 296235 UBS GROUP AG, 8000 SHS 81214 242560 UNITED HEALTH CARE GRP, 900 SHS 47633 455274 WELLS FARGO BANK, 8000 SHS 126893 561920 CALIFORNIA RES CORP 56270 51890 ARCHER-DANIELS MIDLAND C, 500 SHS 31900 25260 DEERE & CO, 100 SHS 41260 42370 FRONTLINE PLC, 300 SHS 6660 4257 GENERAL DYNAMICS CORP, 200 SHS 52760 52698 PROCTER & GAMBLE CO, 200 SHS 30070 33530 TOYOTA MTR CORP, 100 SHS 24556 19461 VANGUARD S&P 500 ETF, 700 SHS 304505 377167 OCCIDENTAL PETROL 27 WARRANTS, 250 AT COST 1237 6888 OCCIDENTAL PETROL 27 WARRANTS, 750 AT COST 26996 20663 FINE ART 239181 239181 291000 FINE ART - 2022 ACQUISITION 131100 131100 175000 BANK FEES 84 84 0 ADR CHARGES 0 0 0 OFFICE EXPENSES 5662 1415 4247 TELEPHONE AND FAX 1157 289 867 CUMULATIVE BOOK TAX AND COST BASIS DIFFERENCES 229806 US TREASURY 1935 0 0 FOREIGN TAXES ON FOREIGN DIVIDENDS 2951 2951 0