2026-02-16T16:18:30-08:00 2025-09-30 942941784 Delagnes Mitchell & Linder LLP 300 Montgomery Street Suite 1050 San Francisco CA 94104 990PF 2024-10-01 680290107 Hartley Family Foundation HART 9259461418 1237 Laurel Lane Lafayette CA 94549 Laurelle Thom Treasurer 2026-02-05 true true Niel Shay P00742790 4159830500 2024 2025-03-06 01:10:19Z X 660361 X X 2 2 2 12778 12778 12778 34423 35327 34423 47203 47203 12780 2000 1000 1000 421 421 153 128 25 2574 1549 1025 35000 35000 37574 1549 36025 9629 45654 12780 5781 1442 1442 362449 376417 658919 368230 377859 660361 0 X 368230 377859 368230 377859 368230 377859 368230 9629 377859 377859 150 Shares Apple Inc P 2009-09-02 2025-09-09 35327 904 34423 34423 34423 635 635 635 X 9 644 0 false false false false false false false true true true false false false false true N/A Laurelle Thom 9259461418 1237 Laurel Ln Lafayette CA 94549 false false false false false false false false false false false false false false false false false false false false false false Wallace Hartley 1237 Laurel Lane Lafayette CA 94549 President 4.00 0 Chris Kinney 1237 Laurel Lane Lafayette CA 94549 Vice President 4.00 0 Peter Thom 1237 Laurel Lane Lafayette CA 94549 Secretary 4.00 0 Matthew Thom 1237 Laurel Lane Lafayette CA 94549 Secretary 4.00 0 Laurelle Thom 1237 Laurel Lane Lafayette CA 94549 Treasurer 4.00 0 NONE NONE 624857 11792 0 636649 0 636649 9550 627099 31355 31355 635 635 30720 30720 30720 36025 36025 30720 9262 11036 3717 4709 7615 36339 36025 0 30720 5305 41644 0 9262 32382 11036 3717 4709 7615 5305 X Court Appntd Spcl Advocates 2151 Salvio St 295 Concord CA 94520 None PC General Support 10000 Youth Alive 3300 Elm Street Oakland CA 94609 None PC General Support 10000 PACT 5515 Doyle St 1 Emeryville CA 94608 None PC General Support 7500 Big Brothers Big Sisters 65 Battery Street 2nd floor San Francisco CA 94111 None PC General Support 7500 35000 14 2 14 12778 18 34423 47203 47203 false false false false false false false false false false Accounting Fees 2000 1000 0 1000 Apple Inc. - 424 Shares 6422 107963 JP Morgan Chase & Co. - 89 Shares 6148 28073 AT&T Inc - 276 Shares 7651 7794 Johnson & Johnson, Inc. - 148 Shares 21683 27442 Lockheed Martin Corp - 25 Shares 8088 12480 Verizon Communications - 174 Shares 8699 7647 Ishares iboxx Corp Bond - 285 Shares 35870 31769 SPDR DJIA Trust - 118 Shares 28243 54721 Sector Financial Select SPDR - 346 Share 9938 18639 Adobe, Inc. - 5 Shares 2174 1764 Alphabet Inc. - 60 Shares 4540 14586 Amazon.com Inc - 40 Shares 6072 8783 American Express Co - 14 Shares 1333 4650 Elevance Health Inc - 6 Shares 1593 1939 Automatic Data Processing Inc - 14 Share 1929 4109 Berkshire Hathaway Cl B - 7 Shares 1349 3519 Blackrock Inc. - 4 Shares 2286 4663 Blackstone Inc. - 29 Shares 1415 4955 Bristol Myers Squibb Co - 35 Shares 2066 1579 Chevron Corp - 19 Shares 1709 2951 Coca-Cola Company - 46 Shares 2240 3051 Comcast Corp - 57 Shares 2463 1791 Corning Inc. - 61 Shares 1870 5004 Crown Castle Int'l Corp - 10 Shares 1625 965 Disney, Walt Co - 12 Shares 1389 1374 Facebook, Inc - 8 Shares 1859 5875 Honeywell Int'l, Inc. - 10 Shares 1508 2105 Intel Corp - 37 Shares 1838 1241 Iqvia Holdings, Inc. - 19 Shares 3034 3609 McDonalds Corp - 12 Shares 2372 3647 MicroSoft Corp - 21 Shares 4268 10877 NextEra Energy, Inc - 24 Shares 1681 1812 Nike Inc - 20 Shares 1936 1395 Nvidia Corp - 240 Shares 2471 44779 Palo Alto Networks Inc - 48 Shares 1942 9774 Philip Morris Int'l Inc - 19 Shares 1494 3082 Proctor & Gamble Co - 12 Shares 1529 1844 Raytheon Technologies Corp - 18 Shares 1094 3012 Schwab Charles Corp - 37 Shares 1250 3532 Sherwin Williams Co - 6 Shares 1281 2078 Stryker Corp - 8 Shares 1568 2957 TJX Cos Inc - 29 Shares 1511 4192 UnitedHealth Group - 6 Shares 1796 2072 Visa Inc - 8 Shares 1584 2731 Wells Fargo & Co - 43 Shares 1097 3604 Ishares MSCI Eurozone ETF - 42 Shares 1632 2601 Ishares S&P500 Growth ETF - 48 Shares 2603 5795 Ishares Core S&P Mid Cap - 125 Shares 4636 8158 Ishares Core S&P Small Cap - 56 Shares 3959 6654 SPDR Gold Trust - 5 Shares 914 1777 Vanguard FTSE Europe - 30 Shares 1606 2394 Vanguard Real Estate Index - 23 Shares 1753 2103 Vanguard Value ETF - 74 Shares 7675 13800 Wisdom Tree Managed Futures - 67 Shares 2390 2538 Ishares TIPS Bond ETF - 31 Shares 3874 3448 Ishares 1-3 Yr Treasury Bond ETF - 382 S 33069 31691 Ishares Short Treasury ETF - 381 Shares 42190 42097 Pimco Enhanced Short Maturity - 64 Share 6516 6444 SPDR FTSE Int'l Govt - 27 Shares 1400 1059 Vanguard Short Term Bond ETF - 151 Share 12556 11915 Vanguard Total Bond Mkt ETF - 146 Shares 13017 10858 Vanguard ST Corp Bond ETF - 161 Shares 13351 12869 Warner Bros Discovery - 66 Shares 2368 1289 Fidelity Invt Money Market 15000 15000 CA Attorney General Registry Fee 25 25 Investment Expenses 128 128 Excise Tax on Investment Income 421 421