Civic Intelligence

The Heising-Simons Foundation

EIN 26-0799587 • Los Altos, CA

View Organization Page

400 Main St 200Los Altos, CA 94022
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.11x

Higher debt load relative to assets than 35% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

1.49x

Higher debt load relative to revenue than 76% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Net Margin

1st percentile

-222%

Higher net margin than 1% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

81st percentile

$597,754

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

$250M-$1B nonprofits • Source year 2024

Asset Growth

18th percentile

-2.2%

Faster asset growth than 18% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2022 to 2024

Revenue Growth

2nd percentile

-63%

Faster revenue growth than 2% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$810,497,642

Down $61,598,879 (-7.1%) from 2023

Liabilities

Up

$89,497,442

Up $13,101,598 (+17%) from 2023

Net Assets

Down

$721,000,200

Down $74,700,477 (-9.4%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin1st percentile

Revenue

Down

$60,044,121

Down $92,035,705 (-61%) from 2023

Expenses

Up

$193,060,215

Up $3,531,136 (+1.9%) from 2023

Net Income

Down

-$133,016,094

Down $95,566,841 (-255%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0B$500M$0Assets 2011: $174,825,022Liabilities 2011: $8,597,169Net Assets 2011: $166,227,8532011Assets 2016: $448,598,569Liabilities 2016: $34,492,314Net Assets 2016: $414,106,2552016Assets 2017: $505,089,441Liabilities 2017: $46,819,636Net Assets 2017: $458,269,8052017Assets 2018: $554,158,328Liabilities 2018: $55,504,092Net Assets 2018: $498,654,2362018Assets 2019: $592,364,420Liabilities 2019: $63,040,848Net Assets 2019: $529,323,5722019Assets 2020: $752,996,597Liabilities 2020: $59,571,255Net Assets 2020: $693,425,3422020Assets 2021: $866,467,309Liabilities 2021: $56,845,557Net Assets 2021: $809,621,7522021Assets 2022: $847,180,696Liabilities 2022: $68,705,368Net Assets 2022: $778,475,3282022Assets 2023: $872,096,521Liabilities 2023: $76,395,844Net Assets 2023: $795,700,6772023Assets 2024: $810,497,642Liabilities 2024: $89,497,442Net Assets 2024: $721,000,2002024

Highlighted filing

2024

Assets$810,497,642
Liabilities$89,497,442
Net Assets$721,000,200
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600M$400M$200M$0-$200MExpenses 2011: $11,728,2522011Revenue 2016: $142,086,461Expenses 2016: $63,031,345Net Income 2016: $79,055,1162016Revenue 2017: $76,419,629Expenses 2017: $86,139,036Net Income 2017: -$9,719,4072017Revenue 2018: $179,936,817Expenses 2018: $113,906,218Net Income 2018: $66,030,5992018Revenue 2019: $130,276,952Expenses 2019: $128,898,894Net Income 2019: $1,378,0582019Revenue 2020: $190,726,455Expenses 2020: $148,900,208Net Income 2020: $41,826,2472020Revenue 2021: $244,878,185Expenses 2021: $164,151,700Net Income 2021: $80,726,4852021Revenue 2022: $430,056,379Expenses 2022: $177,047,808Net Income 2022: $253,008,5712022Revenue 2023: $152,079,826Expenses 2023: $189,529,079Net Income 2023: -$37,449,2532023Revenue 2024: $60,044,121Expenses 2024: $193,060,215Net Income 2024: -$133,016,0942024

Highlighted filing

2024

Revenue$60,044,121
Expenses$193,060,215
Net Income-$133,016,094
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$810,497,642
Liabilities
$89,497,442
Net assets
$721,000,200
Revenue
$60,044,121
Expenses
$193,060,215
Net income
-$133,016,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$810$89.5$721$60.0$193$133
2023Detailed filing. Detailed filing data is available for this year.$872$76.4$796$152$190$37.4
2022Detailed filing. Detailed filing data is available for this year.$847$68.7$778$430$177$253
2021Detailed filing. Detailed filing data is available for this year.$866$56.8$810$245$164$80.7
2020Detailed filing. Detailed filing data is available for this year.$753$59.6$693$191$149$41.8
2019Detailed filing. Detailed filing data is available for this year.$592$63.0$529$130$129$1.38
2018Detailed filing. Detailed filing data is available for this year.$554$55.5$499$180$114$66.0
2017Detailed filing. Detailed filing data is available for this year.$505$46.8$458$76.4$86.1$9.72
2016Detailed filing. Detailed filing data is available for this year.$449$34.5$414$142$63.0$79.1
2011Detailed filing. Detailed filing data is available for this year.$175$8.60$166$11.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER SHIPPSec (Thru 7/8/24), Interim CEO & PresFT$502,909$94,845$597,754
SUSHMA RAMANPresident & CEO (Thru 7/24/24)FT$495,351$101,219$596,570
KEVIN LUUChief Financial Officer/TreasurerFT$392,499$96,498$488,997
JUDY BLUMENSTEINTreasurer (Thru 1/7/24), Finance DirectorFT$268,339$94,234$362,573
CHELSEY SCAFFIDISecretaryFT$234,623$82,236$316,859
ELIZABETH D SIMONSChair Of The BoardPT$0--
CAITLIN HEISINGVice Chair Of The BoardPT$0--
MARK W HEISINGVice Chair Of The BoardPT$0--
Filing and Contact Details

Filer

Filer Name
The Heising-simons Foundation
EIN
26-0799587
Phone
6508870277
Address
400 MAIN ST 200, LOS ALTOS, CA 94022

Signing Officer

Name
Kevin Luu
Title
Treasurer
Phone
6508870277
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
2580 N 1ST ST STE 460, SAN JOSE, CA 95131
Preparer
Maga E Kisriev
Phone
4089988400
Raw XML AppendixShowing 400 of 9,488 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0FOR THE NATIONAL HOME VISITING NETWORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1FOR PREPARING THE ASTRONOMY COMMUNITY FOR THE LEGACY SURVEY OF SPACE AND TIME
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2FOR THE NATIONAL HOME VISITING RESOURCE CENTER
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3FOR A THREE-YEAR FELLOWSHIP PROGRAM IN CALIFORNIA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4TO FABRICATE, INSTALL, AND COMMISSION THE MUSCAT4 IMAGER ON THE FAULKES SOUTH TELESCOPE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5FOR TECHNICAL ASSISTANCE TO ESTABLISH STATE AND DISTRICT CONDITIONS FOR EFFECTIVE TRANSITIONS INTO KINDERGARTEN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6FOR THE DESIGN AND LAUNCH OF TEACHER APPRENTICESHIPS IN CALIFORNIA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7FOR THE MATH!EVERYWHERE! PROJECT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8FOR CLIMATE POWER EDUCATION FUND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9FOR A KINDERGARTEN DISENROLLMENT CASE STUDY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10FOR THE INTERNATIONAL CONFERENCE FOR WOMEN IN PHYSICS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt11FOR COMMUNITIES UNITED FOR A RESPONSIBLE BUDGET (CURB)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt12FOR THE CALIFORNIA TEACHER APPRENTICESHIP PROJECT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt13TO CONNECT SCHOOL AND COMMUNITY MATH
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt14FOR THE STATE FUNDING READINESS PROJECT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt15FOR THE PIVOT FUND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt16TO PROVIDE COMMUNITY OBSERVING TIME ACCESS TO THE LAS CUMBRES OBSERVATORY NETWORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt17FOR NATIONAL HOME VISITING NETWORK AND RESEARCH CENTER
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt18FOR ECE COALITION OPERATIONS AND COMMUNICATIONS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt19FOR INTEGRATED STUDIES OF PLANET FORMATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt20TO DEVELOP A STATEWIDE INFRASTRUCTURE FOR REGISTERED APPRENTICESHIPS IN TEACHING IN CALIFORNIA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt21FOR COMMUNITIES UNITED FOR A RESPONSIBLE BUDGET (CURB)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt22FOR A THREE-YEAR FELLOWSHIP PROGRAM IN CALIFORNIA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0ALL EXPENDITURES WERE MADE FOR CHARITABLE PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1ALL EXPENDITURES WERE MADE FOR CHARITABLE PURPOSES. GRANTEE RETURNED UNSPENT FUNDS IN THE AMOUNT OF $27,104
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2ALL EXPENDITURES WERE MADE FOR CHARITABLE PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3ALL EXPENDITURES WERE MADE FOR CHARITABLE PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4ALL EXPENDITURES WERE MADE FOR CHARITABLE PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5ALL EXPENDITURES WERE MADE FOR CHARITABLE PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6ALL EXPENDITURES WERE MADE FOR CHARITABLE PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7ALL EXPENDITURES WERE MADE FOR CHARITABLE PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8ALL EXPENDITURES WERE MADE FOR CHARITABLE PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt9ALL EXPENDITURES WERE MADE FOR CHARITABLE PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt10ALL EXPENDITURES WERE MADE FOR CHARITABLE PURPOSES. GRANTEE RETURNED UNSPENT FUNDS IN THE AMOUNT OF $1,126.09
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt11ALL EXPENDITURES WERE MADE FOR CHARITABLE PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt12ALL EXPENDITURES WERE MADE FOR CHARITABLE PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt13THE FOUNDATION EXPECTS TO RECEIVE A REPORT WITHIN A REASONABLE PERIOD OF TIME. FIRST PAYMENT 3/7/2024, FIRST GRANT REPORT DUE 3/1/2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt14THE FOUNDATION EXPECTS TO RECEIVE A REPORT WITHIN A REASONABLE PERIOD OF TIME. FIRST PAYMENT 10/30/2024, FIRST GRANT REPORT DUE 3/31/2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt15THE FOUNDATION EXPECTS TO RECEIVE A REPORT WITHIN A REASONABLE PERIOD OF TIME. FIRST PAYMENT 1/15/2015, FIRST GRANT REPORT DUE 7/31/2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt16THE FOUNDATION EXPECTS TO RECEIVE A REPORT WITHIN A REASONABLE PERIOD OF TIME. FIRST PAYMENT 7/18/2024, FIRST GRANT REPORT DUE 3/31/2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt17THE FOUNDATION EXPECTS TO RECEIVE A REPORT WITHIN A REASONABLE PERIOD OF TIME. FIRST PAYMENT 1/15/2025, FIRST GRANT REPORT DUE 1/31/2026
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt18THE FOUNDATION EXPECTS TO RECEIVE A REPORT WITHIN A REASONABLE PERIOD OF TIME. FIRST PAYMENT 7/18/2024, FIRST GRANT REPORT DUE 3/31/2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt19THE FOUNDATION EXPECTS TO RECEIVE A REPORT WITHIN A REASONABLE PERIOD OF TIME. FIRST PAYMENT 10/1/2024, FIRST GRANT REPORT DUE 3/31/2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt20THE FOUNDATION EXPECTS TO RECEIVE A REPORT WITHIN A REASONABLE PERIOD OF TIME. FIRST PAYMENT 1/15/2025, FIRST GRANT REPORT DUE 1/31/2026
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt21THE FOUNDATION EXPECTS TO RECEIVE A REPORT WITHIN A REASONABLE PERIOD OF TIME. FIRST PAYMENT 1/15/2025, FIRST GRANT REPORT DUE 3/31/2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt22THE FOUNDATION EXPECTS TO RECEIVE A REPORT WITHIN A REASONABLE PERIOD OF TIME. FIRST PAYMENT 1/7/2025, FIRST GRANT REPORT DUE 12/1/2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt03033 WILSON BLVD SUITE 650
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt16740 CORTONA DRIVE SUITE 102
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt23033 WILSON BLVD SUITE 650
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt3131 STEUART STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt46740 CORTONA DRIVE SUITE 102
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt5101 CONSTITUTION AVE NW SUITE 900
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt6PO BOX 22871
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt799 BISHOP ALLEN DRIVE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt8815 BLACK LIVES MATTER PLAZA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt9101 CONSTITUTION AVE NW SUITE 900
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt102452 DELMER STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1128 RANGELEY RD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt12PO BOX 22871
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1399 BISHOP ALLEN DRIVE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt144819 KILAUEA AVENUE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt15504 FAIR STREET SOUTHWEST
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt166740 CORTONA DRIVE SUITE 102
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt173033 WILSON BLVD SUITE 650
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt18980 9TH STREET SUITE 2000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt19PO BOX 22871
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt2028 RANGELEY RD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt21131 STEUART STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt0NW
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt1NORTHWEST SUITE 4132
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt2NW
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0ARLINGTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1GOLETA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2ARLINGTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3SAN FRANCISCO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm4GOLETA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm5WASHINGTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm6SEATTLE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm7CAMBRIDGE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm8WASHINGTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm9WASHINGTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm10OAKLAND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm11WATERTOWN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm12SEATTLE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm13CAMBRIDGE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm14HONOLULU
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm15ATLANTA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm16GOLETA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm17ARLINGTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm18SACRAMENTO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm19SEATTLE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm20WATERTOWN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm21SAN FRANCISCO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0VA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd2VA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd4CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd5DC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd6WA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd7MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd8DC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd9DC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd10CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd11MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd12WA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd13MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd14HI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd15GA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd16CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd17VA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd18CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd19WA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd20MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd21CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd022201
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1931175575
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd222201
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd394105
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd4931175575
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd520001
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd6981220871
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd702139
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd820006
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd920001
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1094602
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1102472
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd12981220871
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1302139
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1496816
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1530313
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd16931175575
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1722201
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1895814
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd19981220871
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd2002472
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd2194105
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02025-02-03
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt12024-01-09
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt22025-02-03
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt32024-11-04
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt42024-11-04
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt52024-05-21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt62024-02-21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt72025-02-04
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt82024-09-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt92024-04-09
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt102024-08-19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt112024-09-23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt122024-03-22
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VI-A, LINE 11:
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART VI-B, LINE 5D:
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART VII:
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SCHEDULE OF CONTROLLED ENTITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0MEDLEY HS F LLCFEIN: 26-XXX-XX-XXXX CALIFORNIA STREET, SUITE 3350, SAN FRANCISCO, CA 94111EXCESS BUSINESS HOLDING: NOAMOUNT TRANSFERRED TO CONTROLLED ENTITY: $26,000,000SENTINEL HSF LLCFEIN: 88-0567511CORPORATION TRUST CENTER 1209 ORANGE ST, WILMINGTON, DE 19801EXCESS BUSINESS HOLDING: NOAMOUNT TRANSFERRED TO CONTROLLED ENTITY: $30,807MERITAGE CREDIT OPPORTUNITIES FUND I (OFFSHORE) LPFEIN: 00-000000066 FIELD POINT ROAD, GREENWICH, CT 06830EXCESS BUSINESS HOLDING: NOAMOUNT TRANSFERRED TO CONTROLLED ENTITY: $100,000,000
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1ADDITIONAL INFORMATION FOR EXPENDITURE RESPONSIBILITY STATEMENT:THE DATES OF REPORTS BY GRANTEE ATTEMPTS TO LIST ALL THE DATES OF ALL REPORTS RECEIVED FROM THE GRANTEES. IN CERTAIN CASES, THE LIMITED TEXT FIELD WILL NOT ALLOW ALL REPORTS RECEIVED FROM A GRANTEE TO BE LISTED, SO FOR THOSE GRANTEES, THE REPORT LISTS AT LEAST ONE REPORT IN EACH YEAR THAT REPORTS WERE RECEIVED. REPORTS RECEIVED DURING THE CURRENT YEAR WILL BE REPORTED ON THE CURRENT YEAR'S RETURN. IF ANY REQUIRED REPORTS HAVE NOT BEEN RECEIVED, THE FOUNDATION IS MAKING ALL REASONABLE EFFORTS TO OBTAIN THE REPORTS AND IS WITHHOLDING ANY ADDITIONAL PAYMENTS ON GRANTS UNTIL THE REPORTS ARE FURNISHED.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2LIST OF OFFICERS, DIRECTORS TRUSTEES AND FOUNDATION MANAGERS:THE FOUNDATION HAS A RESOURCE SHARING AGREEMENT WITH THE HEISING-SIMONS ACTION FUND, A SECTION 501(C)(4) ORGANIZATION. THE ACTION FUND MUST PAY FAIR MARKET VALUE FOR ALL SERVICES PROVIDED BY THE FOUNDATION, INCLUDING BUT NOT LIMITED TO STAFF TIME, OFFICE SPACE, COMPUTERS, PAYROLL, BENEFITS, AND BOOKKEEPING.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0241657503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1223487362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt232042243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3102015057
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt421469564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt59716702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SENTINEL HS FOUNDATION FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MERITAGE HOLDINGS LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MEDLEY HS F LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SENTINEL HSF LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FORTRESS LENDING FUND IV (A) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0241657503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1223487362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt232042243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3102015057
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt421469564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt59716702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03454196
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06589925
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010044121
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010044121
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt078200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt078200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt018467393
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01448232
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01448232
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0149587063
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0166768310
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt050000000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0929511
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09383889
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-133016094
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09659559
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06589925
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06589925
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01120658
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01120658
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03454196
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt047711292
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt02150316
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt02150316
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt09825999
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt09825999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01773531
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03620266
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01773531
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt019858319
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01336493
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02967968
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04304461
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt03458353
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt03458353
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt035070
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt035070
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0228000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0171753489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06588234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0193060215
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt054299526
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt060044121
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022166426
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06588234
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026291905
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0939574
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0939574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06205363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1165668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt277866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01070663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12383533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26059637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-165668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42132090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5509145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt66464964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-77866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt891346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01070663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12383533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26059637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-165668

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