2026-08-28T09:57:58-05:00 2025-12-31 271180831 CERITY PARTNERS 99 PARK AVENUE NEW YORK NY 10016 990PF 2025-01-01 824885826 HIRZ FAMILY FOUNDATION INC HIRZ 3233832493 12062 WOODBINE DR SANTA ANA CA 92705 DAVID HIRZ PRESIDENT 3233832493 2026-08-28 SEAN MOORE P01252049 2122021810 2026-08-27 2025 X 3632710 X X 3720 3720 24190 24190 336417 748863 336417 1000 1000 365327 365327 0 0 0 850 0 850 381 381 0 12868 0 12868 91 0 91 14190 381 13809 135251 135251 149441 381 149060 215886 364946 50650 34248 34248 1329253 901719 1983702 1004985 1614760 1614760 4146 0 0 2389034 2550727 3632710 0 0 X 3131021 2334841 0 0 -741987 215886 2389034 2550727 2389034 2550727 2389034 215886 0 2604920 54193 2550727 K-1 LEGACY VENTURE X - LT 23357 23357 K-1 LEGACY VENTURE XI - LT 9356 9356 K-1 NEXT LEGACY XII - LT 647 647 SCHWAB 5794: ALBERTSONS (ACI) 149.95 SHS - ST COVERED 2813 3081 -268 -268 SCHWAB 5794: ALBERTSONS (ACI) 5348.8 SHS - LT COVERED 100349 76823 23526 23526 SCHWAB 5794: AMAZON (AMZN) 1219 SHS - LT COVERED 265144 110584 154560 154560 SCHWAB 5794: TESLA (TSLA) 268 SHS - LT COVERED 100177 78648 21529 21529 SCHWAB 5794: VALERO ENERGY (VLO) 200 SHS - LT COVERED 33202 13873 19329 19329 SCHWAB 5794: VANGUARD (VWO) 65.63 SHS - ST COVERED 3007 2934 73 73 SCHWAB 5794: VANGUARD (VWO) 2069.31 SHS - LT COVERED 94813 91997 2816 2816 SCHWAB 5794: WELLS FARGO (WFC) 62.47 SHS - ST COVERED 5354 4943 411 411 SCHWAB 5794: WELLS FARGO (WFC) 1666.53 SHS - LT COVERED 144004 63317 80687 80687 P 0 0 K-1 LEGACY VENTURE X - ST 485 485 K-1 LEGACY VENTURE XI - ST -91 -91 336417 5073 0 5073 0 5073 3116 0 9000 0 12116 0 7043 7043 0 0 0 0 0 0 0 0 0 0 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 2222822 54412 1614760 3891994 0 0 3891994 58380 3833614 191681 191681 5073 5073 186608 0 186608 0 186608 149060 0 149060 186608 89002 0 0 149060 89002 0 0 60058 0 0 0 0 0 0 0 0 126550 0 0 0 DAVE HIRZ X ACHILLES INTERNATIONAL 315 WEST 39TH STREET SUITE 205 NEW YORK NY 10018 NONE NC TO TRANSFORM THE LIVES OF PEOPLE WITH DISABILITIES THROUGH ATHLETIC PROGRAMMING. 200 AFRICA RENEWAL MINISTRIES 16414 SAN PEDRO AVENUE SUITE 955 SAN ANTONIO TX 78232 NONE NC TO RENEW AFRICA THROUGH THE GOSPEL OF JESUS CHRIST AND THE LOCAL CHURCH. 7500 AIDS FOUNDATION OF CHICAGO 200 W MONROE STREET SUITE 1150 CHICAGO IL 60606 NONE NC MOBILIZING COMMUNITIES TO CREATE EQUITY AND JUSTICE FOR PEOPLE LIVING WITH AND VULNERABLE TO HIV. 500 AMERICAN CANCER SOCIETY 270 PEACHTREE STREET NW SUITE 1300 ATLANTA GA 30303 NONE NC IMPROVE THE LIVES OF PEOPLE WITH CANCER AND THEIR FAMILIES THROUGH ADVOCACY, RESEARCH, AND PATIENT SUPPORT, TO ENSURE EVERYONE HAS AN OPPORTUNITY TO PREVENT, DETECT, TREAT, AND SURVIVE CANCER. 80 BALBOA YACHT CLUB MARINETIME SCIENCES AND SEAMANSHIP FOUNDATION 3020 OLD RANCH PARKWAY 300 ORANGE CA 92868 NONE NC DEDICATED TO ENGAGING IN ACTIVITIES THAT SUPPORT SCIENTIFIC AND EDUCATIONAL PURPOSES, INCLUDING THE DEVELOPMENT OF BOATING AND SEAMANSHIP SKILLS AS WELL AS PRESERVATION AND CARE OF THE OCEAN. 5000 BOTH HANDS FOUNDATION 4569 TROUSDALE DRIVE NASHVILLE TN 37204 NONE NC TO SERVE WIDOWS, ORPHANS, AND CHRISTIAN ADOPTIVE FAMILIES. 500 BRAKENS KITCHEN INC 13941 NAUTILUS DRIVE GARDEN GROVE CA 92843 NONE NC THROUGH FOOD RESCUE, CULINARY TRAIING, AND COMMUNITY FEEDING PROGRAM, COMMITTED TO RESCUING, RE-PURPOSING AND RESTORING FOOD AND LIVES. 7523 CALIFORNIA GROCERS ASSOCIATION EDUCATIONAL FOUNDATION 1005 12TH STREET SUITE 200 SACRAMENTO CA 95814 NONE NC TO PROMOTE EDUCATION, RESEARCH, AND COMMUNITY SERVICE IN THE GROCERY INDUSTRY. 1000 CITY OF HOPE 1500 DUARTE ROAD DUARTE CA 91010 NONE NC TO RAISE FUNDS TO SUPPORT AND TRANSFORM THE FUTURE OF HEALTHCARE BY TURNING SCIENCE INTO PRACTICAL BENEFIT AND HOPE FOR CURES INTO REALITY. 3000 CLAREMONT PFA PO BOX 454 CLAREMONT CA 91711 NONE NC SUPPORTING THE PARENTS AND STUDENTS OF CLAREMONT SCHOOLS. 200 COMMON HOPE 1410 ENERGY PARK DRIVE SUITE 4 ST PAUL MN 55108 NONE NC TO PROMOTE HOPE AND OPPORTUNITY IN GUATEMALA FOR CHILDREN AND FAMILIES, AND COMMUNITIES TO IMPROVE THEIR LIVES THROUGH EDUCATION, HEALTHCARE, AND HOUSING. 1438 COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY 241 EARL GARRETT STREET KERRIVILLE TX 78028 NONE NC TO FOSTER AND INSPIRE GREATER GIVING IN HILL COUNTRY. 500 COMMUNITY HELP IN PARK SLOPE 200 4TH AVENUE NEW YORK NY 10003 NONE NC TO AMELIORATE FOOD INSECURITY AND HOMELESSNESS IN NEW YORK CITY. 2000 EPA DREAM CENTER 32 SHERLAND AVENUE UNIT A MOUNTAIN VIEW CA 94043 NONE NC TO DEVELOP LOWER AND MIDDLE SCHOOL STUDENTS TO BECOME POSITIVE CHANGE AGENTS IN THE WORLD. 1000 FOOTHILL EDUCATION FOUNDATION PO BOX 1969 TUSTIN CA 92781 NONE NC TO IMPROVE AND ENHANCE STUDENTS' PUBLIC SCHOOL EDUCATION THROUGH PROVISION OF SUPPLIES, EQUIPMENT, MATERIALS AND SUPPLEMENTAL INSTRUCTIONS. 13700 FOSTER FOUNDATION 13 CENTRAL WAY KIRKLAND WA 98033 NONE NC TO RAISE AWARENESS AND FUNDING FOR THE STUDY AND RESEARCH OF OSTEOSARCOMA. 1000 GLOBAL NETWORK MINISTRIES 27651 LA PAZ ROAD LAGUNA NIGUEL CA 92677 NONE NC TO FOSTER A SUPPORTIVE COMMUNITY THAT AIDS IN SPIRITUAL JOURNEYS AND FELLOWSHIP. 1000 HEALTH AND WELLNESS FOUNDATION 818 E BROADWAY STREET SPARTA IL 62286 NONE NC TO SUPPORT THE SPARTA COMMUNITY HOSPITAL DISTRICT. 1000 IMMANUEL LUTHERAN CHURCH 207 WILLOW STREET TYLER MN 56178 NONE NC TO PROMOTE CHURCH ACTIVITIES. 500 INTERVARSITY CHRISTIAN FELLOWSHIP USA 635 SCIENCE DRIVE MADISON WI 53711 NONE NC TO ESTABLISH AND ADVANCE AT COLLEGES STUDENTS AND FACULTY WHO FOLLOW CHRISTIANITY. 1000 LA PURISMA 11712 HEWES STREET ORANGE CA 92869 NONE NC TO IMPROVE THE WELFARE OF FAMILIES THROUGH CHURCH EDUCATION. 500 MARINERS CHURCH 5001 NEWPORT COAST DRIVE IRVINE CA 92603 NONE NC TO IMPROVE THE WELFARE OF FAMILIES THROUGH CHURCH EDUCATION. 26327 MARYS SHELTER 18221 E 17TH STREET SANTA ANA CA 92705 NONE NC TO SUPPORT PREGNANT AND PARENTING YOUTHS FROM THE FOSTER CARE SYSTEM. 500 NAMI NATIONAL 4301 WILSON BOULEVARD SUITE 300 ARLINGTON VA 22203 NONE NC DEDICATED TO IMPROVING THE LIVES OF PERSONS AND FAMILIES LIVING WITH SERIOUS MENTAL ILLNESS. 255 NEIGHBORS TOGETHER CORP 2094 FULTON STREET BROOKLYN NY 11233 NONE NC TO PROMOTE EMPOWERMENT OF PEOPLE THROUGH CHURCH EDUCATION. 2000 OLIVE CREST 2130 EAST FOURTH STREET 200 SANTA ANA CA 92705 NONE NC DEDICATED TO PREVENTING CHILD ABUSE BY SUPPOTING CHILDREN AND FAMILIES IN CRISIS. 25000 PEOPLE OF THE WORLD FOUNDATION PO BOX 563327 CHARLOTTE NC 28256 NONE NC TO PROMOTE VOICE FOR CHANGE IN THE US THROUGH DEMOCRATIC MOVEMENTS. 1000 RAINFOREST FOUNDATION PO BOX 26908 BROOKLYN NY 11202 NONE NC SUPPORTING THE INDIGENOUS PEOPLE OF THE WORLD'S RAINFORESTS. 550 SAINT JOHN LUTHERAN CHURCH 1110 N MARKET STREET SPARTA IL 62286 NONE NC TO RAISE AWARENESS OF FELLOWSHIP THROUGH CHURCH EDUCATION. 250 SAN DIEGO FOOD SYSTEM ALLIANCE 845 15TH STREET SUITE 104 SAN DIEGO CA 92101 NONE NC TO CULTIVATE A HEALTHY AND SUSTAINABLE JUST FOOD SYSTEM. 1000 SIERRA CLUB FOUNDATION 2101 WEBSTER STREET UNIT 12F OAKLAND CA 94612 NONE NC TO PROMOTE CLIMATE SOLUTIONS, CONSERVATION, AND MOVEMENT BUILDING THROUGH STRATEGIC PHILANTHROPY AND GRASSROOTS ADVOCACY. 400 SPARTA ALUMNI INC 306 EDNA LANE SPARTA IL 62286 NONE NC SUPPORT SERVICES TO ALUMNI OF SPARTA 1500 TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 2222 WELBORN STREET DALLAS TX 75219 NONE NC TO IMPROVE THE LIVES OF CHILDREN BY PROVIDING QUALITY ORTHOPEDIC CARE. 500 THE BOOK CLUB - TUSTIN 180 E MAIN STREET TUSTIN CA 92780 VOLUNTEER PRESIDENT NC TO FOSTER A SENSE OF COMMUNITY AND GUIDING BOOK SELECTIONS. 5950 THE GATHERING 15 N ELLSWROTH AVENUE SUITE 220 SAN MATEO CA 94401 NONE NC TO SPREAD THE CHURCH MISSION THROUGH EDUCATION. 6177 THE NEW YORK CITY GAY AND LESBIAN ANTI-VIOLENCE PROJECT 116 NASSAU STREET 3FL NEW YORK NY 10038 NONE NC TO EMPOWER LGBTQ AND HIV-AFFECTED COMMUNITIES AND ALLIES TO END VIOLENCE THROUGH EDUCATION. 1000 TUSTIN AREA COUNCIL FOR THE FINE ARTS 1352 MAUNA LOA RD TUSTIN CA 92781 NONE NC TO SUPPORT DEVELOPING AND SHOWCASING ARTS TO GREATER TUSTIN AREA. 1000 TUSTIN PUBLIC SCHOOLS FOUNDATION 150 EL CAMINO REAL SUITE 140 TUSTIN CA 92780 NONE NC TO FURTHER EXCELLENCE IN TUSTIN LOCAL PUBLIC SCHOOLS. 1500 VANGUARD CANCER FOUNDATION 750 E 29TH STREET LONG BEACH CA 90806 NONE NC TO EMPOWER CANCER PATIENTS THROUGH EDUCATION, AWARENESS, AND FINANCIAL ASSISTANCE TO MAKE INFORMED DECISIONS. 1000 WESTERN ASSOCIATION OF FOOD CHAINS 22800 SAVE RANCH PARKWAY UNIT 102 YORBA LINDA CA 92887 NONE NC TO HELP INDUSTRY ATTRACT, RETAIN, AND ADVANCE HIGH POTENTIAL FOOD INDUSTRIES THROUGH EDUCATIONAL PROGRAMS AND LEADERSHIP. 201 WESTMINSTER PRESBYTERIAN CHURCH 360 EAST BROADWAY STREET SPARTA IL 62286 NONE NC TO PROMOTE THE TEACHINGS OF THE CHURCH. 3500 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVENUE WASHINGTON DC 20001 NONE NC TO SUPOPRT DISTRIBUTION OF FOOD AND WATER TO DISASTER AND WAR STRUCK COMMUNITIES. 3000 WORLD IMPACT INC 2001 S VERMONT AVENUE LOS ANGELES CA 90007 NONE NC TO SUPPORT UNCHURCHED URBAN POOR. 1000 YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 NONE NC MINISTRY TO REACH OUT TO STUDENTS ACROSS THE US TO SUPPORT SPIRITUAL GROWTH. 2500 135251 0 14 3720 14 24190 901101 656 18 344 18 336417 656 364671 0 365327 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 850 0 850 SCHWAB 5794 EQUITIES 326692 995941 SCHWAB 5794 EXCHANGE TRADED FUNDS 575027 987761 LEGACY VENTURE X AT COST 761336 761336 LEGACY VENTURE XI AT COST 765959 765959 LEGACY NEXT XII AT COST 87465 87465 REIMBURSEMENT OWED 4146 0 0 BASIS/BOOK VALUE ADJUSTMENT 54193 CA FRANCHISE TAX BOARD 16 0 16 CA RRF-1 ANNUAL FEE 75 0 75 CA SECRETARY OF STATE 0 0 0 K-1 LEGACY VENTURE X OTHER PORTFOLIO INCOME 291 291 291 K-1 LEGACY VENTURE X OTHER MISCELLANEOUS INCOME 652 652 652 K-1 LEGACY VENTURE XI OTHER MISCELLANEOUS INCOME 4 4 4 K-1 LEGACY VENTURE XI OTHER PORTFOLIO INCOME 53 53 53 SCHWAB 5794 FOREIGN TAX PAID 381 381 0