2026-09-22T10:12:06-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 436034863 Messing Family Charitable Foundation % Foundation Source MESS 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Tara Hefty Treasurer 8008391754 2026-09-16 true Jeffrey D Haskell P01345770 8008391754 2025 X 6489011 X 51031 5003 5003 190984 190714 836914 1333163 861751 1083932 1057468 0 18656 18656 6200 30066 40 30026 54922 18696 30026 364500 364500 419422 18696 394526 664510 1038772 0 54108 42550 42550 330097 147603 150230 2744276 3402862 5993493 100461 301437 302738 3228942 3894452 6489011 0 0 X 3228942 3894452 3228942 3894452 3228942 3894452 3228942 664510 1000 3894452 3894452 Publicly-traded Securities 1333163 471412 861751 861751 861751 14439 14439 14439 7102 0 7900 15002 X 0 563 563 0 false false false false false false false true true MO true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true false false false false false false false false false false false false false false false false false false Noel Messing Hefty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Tara Hefty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas 1.0 0 0 0 Terrance Hefty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Jake Messing Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres 1.0 0 0 0 Jeanne Elise Messing Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Roswell Messing III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Arlene Naschke Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Ali True Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 1.0 0 0 0 6158670 142346 0 6301016 0 6301016 94515 6206501 310325 310325 14439 14439 295886 1000 296886 296886 394526 0 0 0 0 394526 296886 2023 2022 2021 112577 73399 80350 93217 88621 448164 394526 296886 97640 545804 0 112577 433227 73399 80350 93217 88621 97640 Ali True Arlene Naschke Jake Messing Jeanne Elise Messing Noel Messing Hefty Roswell Messing III Tara Hefty Terrance Hefty X A HOME WITHIN INC 195 41ST ST 11172 OAKLAND CA 94611 N/A PC General & Unrestricted 500 ADIRONDACK TRAIL IMPROVEMENT 137 AUSABLE RD KEENE VALLEY NY 12943 N/A PC General & Unrestricted 500 ALLIANCE MEDICAL CENTER 1381 UNIVERSITY ST HEALDSBURG CA 95448 N/A PC General & Unrestricted 10000 AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 N/A PC General & Unrestricted 1000 BEAM CENTER INC 60 SACKETT ST BROOKLYN NY 11231 N/A PC General & Unrestricted 1000 BIRD RESCUE CENTER PO BOX 475 SANTA ROSA CA 95402 N/A PC General & Unrestricted 500 BLOCK ISLAND VOLUNTEER FIRE AND RESCUE DEPARTMENT PO BOX 781 BLOCK ISLAND RI 02807 N/A PC General & Unrestricted 500 BOULDER ENSEMBLE THEATRE COMPANY 2590 WALNUT ST STE 10 BOULDER CO 80302 N/A PC General & Unrestricted 25000 BOYS & GIRLS CLUBS OF SONOMA-MARIN 1400 N DUTTON AVE STE 24 SANTA ROSA CA 95407 N/A PC General & Unrestricted 22000 CALIFORNIA HERITAGE INDIGENOUS RESEARCH PROJECT PO BOX 2624 NEVADA CITY CA 95959 N/A PC General & Unrestricted 500 CAMP FOR ALL KIDS 818 E 63RD ST CHICAGO IL 60637 N/A PC General & Unrestricted 3000 CITY HARVEST INC 150 52ND ST BROOKLYN NY 11232 N/A PC General & Unrestricted 1000 DOCUMENTED LTD PO BOX 924 NEW YORK NY 10272 N/A PC General & Unrestricted 500 EARTH ISLAND INSTITUTE INC 2150 ALLSTON WAY STE 460 BERKELEY CA 94704 N/A PC The Borneo Project 500 FAMILY BUILDERS BY ADOPTION 1301 MARINA VILLAGE PKWY STE 350 ALAMEDA CA 94501 N/A PC General & Unrestricted 500 FARM TO PANTRY PO BOX 191 HEALDSBURG CA 95448 N/A PC General & Unrestricted 3500 FREQUENT FLYERS PRODUCTIONS INC 3022 STERLING CIR STE 150 BOULDER CO 80301 N/A PC General & Unrestricted 15000 FRIENDS OF PERRY MANSFIELD 40755 CO RD 36 STEAMBOAT SPRINGS CO 80487 N/A PC General & Unrestricted 6000 FUTURES WITHOUT VIOLENCE 100 MONTGOMERY ST PRESIDIO CA 94129 N/A PC General & Unrestricted 3000 HEALDSBURG EDUCATION FOUNDATION PO BOX 1668 HEALDSBURG CA 95448 N/A PC General & Unrestricted 10000 HEALDSBURG SCHOOL 33 HEALDSBURG AVE STE H HEALDSBURG CA 95448 N/A PC General & Unrestricted 6000 HEALDSBURG SHARED MINISTRIES PO BOX 1646 HEALDSBURG CA 95448 N/A PC General & Unrestricted 5000 HOMELESS PRENATAL PROGRAM INC 2500 18TH ST SAN FRANCISCO CA 94110 N/A PC General & Unrestricted 500 HOUSE EAR INSTITUTE 1127 WILSHIRE BLVD LOS ANGELES CA 90017 N/A PC Meniers Disease research 2000 INSIDE-OUTSIDE CIRCLE FOUNDATION 4540 FLORIN RD STE E PMB 344 SACRAMENTO CA 95823 N/A PC General & Unrestricted 1500 INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 56007 N/A PC to support Sudan 1000 JUSTICE FOR GREENWOOD FOUNDATION PO BOX 14161 TULSA OK 74159 N/A PC General & Unrestricted 500 LARKIN STREET YOUTH SERVICES 134 GOLDEN GATE AVE SAN FRANCISCO CA 94102 N/A PC General & Unrestricted 500 LIVING AS LOVE 714 NEW YORK ST LAWRENCE KS 66044 N/A PC scholarship fund to help people attend retreats, classes, and courses 1000 MADRE INC 26 BROADWAY 3 FLOOR - OFC 390 NEW YORK NY 10004 N/A PC General & Unrestricted 500 MAKE THE ROAD NEW YORK 301 GROVE ST BROOKLYN NY 11237 N/A PC General & Unrestricted 2500 MEDECINS SANS FRONTIERES USA INC PO BOX 5030 HAGERSTOWN MD 21741 N/A PC to support Gaza 1000 MORGAN ADAMS FOUNDATION 5303 E EVANS AVE STE 200 DENVER CO 80222 N/A PC General & Unrestricted 20000 NANCYS LIST 6701 RIALTO BLVD 6102 AUSTIN TX 78735 N/A PC General & Unrestricted 5000 NEIGHBORS HELPING NEIGHBORS INC 621 DEGRAW ST BROOKLYN NY 11217 N/A PC General & Unrestricted 500 NEW YORK PUBLIC INTEREST RESEARCH GROUP FUND INC 9 MURRAY ST LOWER LEVEL NEW YORK NY 10007 N/A PC Fossil Free Future 520 NEW YORK RESTORATION PROJECT 254 W 31ST ST 14TH FL NEW YORK NY 10001 N/A PC Charitable Event 1130 NORTHERN SONOMA COUNTY FIRE FOUNDATION PO BOX 1042 GEYSERVILLE CA 95441 N/A PC General & Unrestricted 10000 PACT AN ADOPTION ALLIANCE 5515 DOYLE ST STE 1 EMERYVILLE CA 94608 N/A PC PACT Camp Scholarship Fund 500 PALESTINE CHILDRENS RELIEF FUND PO BOX 861716 LOS ANGELES CA 90086 N/A PC General & Unrestricted 16000 REACH FOR HOME 443 HUDSON ST HEALDSBURG CA 95448 N/A PC General & Unrestricted 5000 READ 718 420 ATLANTIC AVE BROOKLYN NY 11217 N/A PC General & Unrestricted 1000 ROCKY MOUNTAIN BUTTERFLY CONSORTIUM 6252 W 104TH AVE WESTMINSTER CO 80020 N/A PC General & Unrestricted 2000 ROCKY MOUNTAIN RAPTOR PROGRAM 2519 S SHIELDS ST 115 FORT COLLINS CO 80526 N/A PC General & Unrestricted 4000 ROOT & REBOUND P O BOX 289680 SAN FRANCISCO CA 94128 N/A PC General & Unrestricted 500 RUSSIAN RIVERKEEPER PO BOX 1335 HEALDSBURG CA 95448 N/A PC General & Unrestricted 500 SCOPA HAS A DREAM INC PO BOX 1004 HEALDSBURG CA 95448 N/A PC General & Unrestricted 7000 SEEDS IN THE MIDDLE INC 153 WARREN ST BROOKLYN NY 11201 N/A PC General & Unrestricted 1000 SONOMA COUNTY SYNAGOGUE CENTER 85 LA PLZ COTATI CA 94931 N/A PC General & Unrestricted 5000 SONOMA FAMILY MEAL 1370 REDWOOD WAY STE A PETALUMA CA 94954 N/A PC General & Unrestricted 1000 SOUTH YUBA RIVER CITIZENS LEAGUE 313 RAILROAD AVE STE 101 NEVADA CITY CA 95959 N/A PC General & Unrestricted 500 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC General & Unrestricted 1000 ST LUKE LUTHERAN CHURCH 7337 HUBBARD AVE MIDDLETON WI 53562 N/A PC Willard C. Hefty Scholarship Fund 10000 STORY OF STUFF PROJECT 1442A WALNUT ST 272 BERKELEY CA 94709 N/A PC General & Unrestricted 1000 SYNERGY SCHOOL 1387 VALENCIA ST SAN FRANCISCO CA 94110 N/A PC Annual Fund 1500 SYNERGY SCHOOL 1387 VALENCIA ST SAN FRANCISCO CA 94110 N/A PC General & Unrestricted 57000 THE NATURE CONSERVANCY 2424 SPRUCE ST BOULDER CO 80302 N/A PC Maybell Ditch Project 30000 THE NATURE CONSERVANCY 2424 SPRUCE ST BOULDER CO 80302 N/A PC General & Unrestricted 4000 THE TREVOR PROJECT INC 2261 MARKET ST STE 5164 SAN FRANCISCO CA 94114 N/A PC General & Unrestricted 500 THE URBAN ASSEMBLY INC 90 BROAD ST SUITE 2101 NEW YORK NY 10004 N/A PC General & Unrestricted 1000 THIRD LAW DANCE-THEATER INC 2026 19TH ST BOULDER CO 80302 N/A PC General & Unrestricted 7500 THRESHOLD CHOIR PO BOX 8496 SANTA ROSA CA 95407 N/A PC General & Unrestricted 500 UKRAINE HOUSE DC FOUNDATION INC 2134 KALORAMA RD NW WASHINGTON DC 20008 N/A PC to support United 24 2850 UNIVERSITY OF COLORADO FOUNDATION PO BOX 561690 DENVER CO 80256 N/A PC CU-Boulder Dance Department Scholarship Fund 5000 UNIVERSITY OF WISCONSIN FOUNDATION US BANK LOCKBOX 78807 MILWAUKEE WI 53278 N/A PC Dance Department Scholarship Fund 7500 UNRWA USA NATIONAL COMMITTEE INC PO BOX 18697 WASHINGTON DC 20036 N/A PC General & Unrestricted 1000 VERITY-COMPASSION SAFETY SUPPORT A CALIFORNIA CORP 1311 W STEELE LN SANTA ROSA CA 95403 N/A PC General & Unrestricted 6000 WESTCOAST BLACK THEATRE TROUPE OF FLORIDA INC 1012 N ORANGE AVE SARASOTA FL 34236 N/A PC General & Unrestricted 500 WILD BEAR NATURE CENTER PO BOX 3017 NEDERLAND CO 80466 N/A PC General & Unrestricted 2000 WONDERBOUND 3824 DAHLIA ST DENVER CO 80207 N/A PC Salary support for the ballet master 5000 WONDERBOUND 3824 DAHLIA ST DENVER CO 80207 N/A PC Production sponsor 10000 WORLD CENTRAL KITCHEN INCORPORATED PO BOX 96538 WASHINGTON DC 20090 N/A PC Chefs for Gaza 3000 364500 14 5003 14 190984 18 836914 1032901 1032901 false false false false false false false false false false X X 1 Hefty Tara 1371 Hecla Drive Suite A Louisville CO 80027 10215 X 2 Messing Jake 429 Haydon Street Healdsburg CA 95448 10172 X 3 Messing Jeanne Elise 30 2nd Street Brooklyn NY 11231 10257 X 4 True Ali 169 Nevada Street San Francisco CA 94110 10197 X 5 Walsh Andrew 30 2nd Street Brooklyn NY 11231 5095 X 6 Walsh Joseph 30 2nd Street Brooklyn NY 11231 5095 X 1 MICROSOFT CORP MSFT, 23 sh. 10215 2025-01-23 2 ALPHABET INC CL A GOOGL, 51 sh. 10172 2025-01-24 3 VISA INC V, 16 sh. 5216 2025-01-23 3 JP MORGAN CHASE JPM, 19 sh. 5041 2025-01-23 4 JP MORGAN CHASE JPM, 38 sh. 10197 2025-02-04 5 JP MORGAN CHASE JPM, 19 sh. 5095 2025-01-29 6 JP MORGAN CHASE JPM, 19 sh. 5095 2025-01-29 Terrance Hefty *TERRANCE HEFTY, DIRECTOR OF MESSING FAMILY CHARITABLE FOUNDATION (THE "FOUNDATION"), IS A PRINCIPAL OF PEAK ASSET MANAGEMENT, LLC, A DISQUALIFIED PERSON, WHICH PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2025, THE FOUNDATION PAID $18,656 FOR SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. ALPHABET INC - 4.100% - 11/15/ 50268 50210 GOLDMAN SACHS BANK USA - 4.300 50000 50396 JOHN DEERE CAP - 4.900% - 06/1 50436 50848 MORGAN STANLEY PRIVATE BANK NA 50376 50703 TOYOTA MOTOR CREDIT CORP - 5.0 50025 50082 WELLS FARGO BANK NA - 4.200% - 50332 50499 ALPHABET INC CL A 84240 394693 APPLE INC 29107 316445 ARTISAN HIGH INCOME FUND CL IN 125040 125773 ARTISAN INTERNATIONAL VALUE FU 50020 52814 AVANTIS US SMALL CAP VALUE ETF 106812 122376 BERKSHIRE HATHAWAY INC. CLASS 88505 92990 BOOKING HOLDINGS INC 61046 133883 CHAUTAUQUA INTERNATIONAL GROWT 50020 52190 CISCO SYSTEMS INC 54161 60083 CONOCOPHILLIPS 151389 162881 EMERSON ELECTRIC CO 54633 254822 EXXON MOBIL CORP 36729 251631 FORTINET INC 81596 87351 INTERNATIONAL BUSINESS MACHINE 35488 95083 INVESCO DYNAMIC PHARMACEUTICAL 72851 339755 INVESCO S&P 500 EQUAL WEIGHT E 51659 67046 JANUS HENDERSON SHORT DURATION 171307 172973 JP MORGAN CHASE 50529 297087 LABCORP HLDGS INC (LABORATORY 51245 171853 MICROSOFT CORP 63696 76896 ORACLE CORP 33448 42880 PACCAR INC 90212 104035 PFIZER INC 98684 138768 PIMCO INCOME FUND 610060 634134 PUTNAM SHORT DURATION BOND Y 170020 177110 PUTNAM ULTRA SHORT DURATION IN 169946 171480 S&P GLOBAL INC COM 56961 60098 SOUTHERN CO 27760 148240 THORNBURG STRATEGIC INCOME FUN 250020 259624 UBER 40936 36361 UNION PACIFIC 62130 235946 VANGUARD LT GOV BOND ETF 83431 87104 VISA INC 64306 270047 WALT DISNEY HOLDINGS CO 77847 85328 WEYERHAEUSER CO 54169 170568 ZOOM VIDEO COMMUNICATIONS INC 42859 43145 147603 150230 Administrative Fees 30026 30026 BANK CHARGES 40 40 RETURNED GRANT 1000 Investment Management Services 18656 18656 990-PF Estimated Tax for 2025 6200