Liabilities / Assets
6th percentile
Higher debt load relative to assets than 6% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
6th percentile
Higher debt load relative to assets than 6% of similar nonprofits.
Liabilities / Revenue
9th percentile
Higher debt load relative to revenue than 9% of similar nonprofits.
Net Margin
88th percentile
Higher net margin than 88% of similar nonprofits.
Top Officer Pay
12th percentile
Higher top officer pay than 12% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
81st percentile
Faster asset growth than 81% of similar nonprofits.
Revenue Growth
3rd percentile
Faster revenue growth than 3% of similar nonprofits.
Assets
Up$14,849,780
Up $1,994,014 (+16%) from 2013
Net Assets
Up$14,835,223
Up $1,997,340 (+16%) from 2013
Liabilities
Down$14,557
Down $3,326 (-19%) from 2013
Revenue
$827,513
No earlier filing loaded for comparison.
Expenses
Up$487,143
Up $100,437 (+26%) from 2013
Net Income
$340,370
No earlier filing loaded for comparison.
The mission of the helzel family foundation is to improve the quality of life in the san francisco bay area and beyond through support of not-for-profit educational, arts, and cultural institutions. The foundation supports organizations and pursues partnerships committed to the highest level of achievement and excellence, with a goal of directly affecting individual lives. The hff is a supporting organization of the east bay community foundation.
The Helzel Family Foundation exists for the benefit of East Bay Community Foundation, which provides grants to non-profit organizations to support their charitable functions.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $10,368,225 | $11,892,569 | ▲ $1,524,344 |
| Savings and Temporary Cash Investments | $654,586 | $635,935 | ▼ $18,651 |
| Cash and Non-Interest-Bearing Accounts | - | $0 | - |
| Accounts Receivable | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Land, Buildings, and Equipment, Net | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Total Assets | $12,855,766 | $14,849,780 | ▲ $1,994,014 |
| Other Assets Total | $1,832,955 | $2,321,276 | ▲ $488,321 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $12,883 | $14,557 | ▲ $1,674 |
| Grants Payable | $5,000 | - | - |
| Total Liabilities | $17,883 | $14,557 | ▼ $3,326 |
| Net Assets / Fund Balance | |||
| Temporarily Rstr Net Assets | $12,837,883 | $14,835,223 | ▲ $1,997,340 |
| Total Net Assets Fund Balance | $12,837,883 | $14,835,223 | ▲ $1,997,340 |
| Total Liabilities and Net Assets / Fund Balance | $12,855,766 | $14,849,780 | ▲ $1,994,014 |
| Name | Title |
|---|---|
| Deborah Kirshman | Chair/Donor Director |
| Leo Helzel | President |
| David L Mendel | CFO/Fdn Director |
| Edward G Liebst | Foundation Director |
| Gary Shapiro | Foundation Director |
| Nicole Taylor | Foundation Director |
| Florence Helzel | Sec/VP/Director |
| Lawrence Helzel | VP/Donor Director |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 4 | $354,802 | Stock Market |
| Total Noncash Contributions | 4 | $354,802 | - |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $387,500 |
| Other Expenses | $99,643 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $387,500 | - | - | $387,500 |
| Fees for Services Management | - | $55,397 | - | $55,397 |
| Fees for Service Investment Mgmnt Fees | - | $40,869 | - | $40,869 |
| Fees for Services Accounting | - | $3,136 | - | $3,136 |
| Other Expenses | - | $241 | - | $241 |
| Total Functional Expenses | $387,500 | $99,643 | $0 | $487,143 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| 45-5126076 | - | - | Education | $200,000 |
| 94-6090626 | - | - | Education | $25,000 |
| 94-1585735 | - | - | Education | $15,000 |
| 94-1156545 | - | - | Charitable Purposes | $15,000 |
| 94-1156560 | - | - | Philanthropic Grantmaking | $15,000 |
| 94-3097690 | - | - | Education | $15,000 |
| 94-6103646 | - | - | Museum Education Arts/Culture | $15,000 |
| 94-1809576 | - | - | Arts/Culture | $10,000 |
| 94-3185612 | - | - | Education | $10,000 |
| 23-7011877 | - | - | Trail Maint & Art Festival | $10,000 |
| 94-2581071 | - | - | Museum Education Arts/Culture | $7,500 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“Leo B Helzel and Florence Helzel are the parents of Deborah Kirshman and Lawerence B Helzel.”
“The 990 is reviewed by the assistant secretary and president of the organization before filing.”
“Directors are required to fill out a 990 Board Questionnaire and Conflict of interest certification each year.”
“Currently no officer or director receives compensation.”
“Available by request.”
“OTHER PROGRAM SERVICES 4: Support grant to J. F. Kennedy University to continue and enhance the Museum Studies Program. OTHER PROGRAM SERVICES 5: Support grant to Mills College for its art museum, which is visited by both the students and the general public throughout the year. OTHER PROGRAM SERVICES 6: OTHER PROGRAM SERVICES 7: Support grant to the Northern Light School, kindergarten to high school, a private school providing opportunity for a superior education to minorities and others who would not otherwise have access to adequate education. OTHER PROGRAM SERVICES 8: Support grant to the Head-Royce School Heads-up Program - provides free summer programs in highschool education, at a prestigious private school, to disadvantaged children. OTHER PROGRAM SERVICES 9: Support for Girls Incorporated of Alameda County, offering academic enrichment, skill-building programs, counseling services, and suport to at-risk girls and their families in Alameda County. Since 1958, Girls Inc. has challenged girls to explore their potential, attend college, build fulfilling careers and expand their sense of what is possible. OTHER PROGRAM SERVICES 10: Support for University of California Press Foundation for its program of publishing educational materials. OTHER PROGRAM SERVICES 11: OTHER PROGRAM SERVICES 12: Support for the Jewish Federation of the Greater East Bay to be used for jewish welfare, community activities, community centers, libraries, daycare centers, homes for the sick and elderly, the Israel emergency campaign, etc. OTHER PROGRAM SERVICES 13: Support for Arch Community Housing Trust. To develop, safe, permanently affordable housing for persons of low to moderate income and to work with all interested public and provate parties towards this objective. OTHER PROGRAM SERVICES 14: OTHER PROGRAM SERVICES 15: Support grant to Palm Springs Art Museum for the student trasportation program. OTHER PROGRAM SERVICES 16: Support grant to Hebrew Free Loan Association for education and small business loans. OTHER PROGRAM SERVICES 17: Support grant to the San Francisco Symphony to support general purposes. OTHER PROGRAM SERVICES 18: Support grant to East Bay Regional Parks Foundation for trail restoration at Redwood Regional Park and for Art in Nature Arts Festival. OTHER PROGRAM SERVICES 19: OTHER PROGRAM SERVICES 20: OTHER PROGRAM SERVICES 21: Support grant to Presidio Graduate School for Presido Capstone program to support academic programs.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 12883 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 14557 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | The Helzel Family Foundation exists for the benefit of East Bay Community Foundation, which provides grants to non-profit organizations to support their charitable functions. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AllAffiliatesIncludedInd | 0 | false |
| IRS990/AllOtherContributionsAmt | 0 | 354802 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Joanna Bradley-Reese |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5102080832 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | EBCF 200 Frank H Ogawa Plaza |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | Oakland |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 94612 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 354802 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 387500 |
| IRS990/CYInvestmentIncomeAmt | 0 | 484216 |
| IRS990/CYOtherExpensesAmt | 0 | 99643 |
| IRS990/CYOtherRevenueAmt | 0 | -11505 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 340370 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 487143 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 827513 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | Support grant to Partnership for HAAS Preeminence to support education. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | false |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/EscrowAccountInd | 0 | false |
| IRS990/ExcessBusinessHoldingsInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 200000 |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 3136 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 3136 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 55397 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 55397 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 40869 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 40869 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282FiledCnt | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Florence Helzel |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | David L Mendel |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Gary Shapiro |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Nicole Taylor |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Deborah Kirshman |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Lawrence Helzel |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Edward G Liebst |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Leo Helzel |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Sec/VP/Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CFO/Fdn Dir. |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Foundation Dir. |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Foundation Dir. |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Chair/Donor Dir |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | VP/Donor Dir |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Foundation Dir. |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | President |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 1979 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 2140 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 51306 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantAmt | 0 | 200000 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 5000 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 387500 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 387500 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 2140 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 558206 |
| IRS990/GrossReceiptsAmt | 0 | 1334413 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 430770 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 430770 |
| IRS990/InvestmentInJointVentureInd | 0 | true |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 10368225 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 11892569 |
| IRS990/InvestTaxExemptBondsInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 506900 |
| IRS990/LicensedMoreThanOneStateInd | 0 | false |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | The Helzel Family Foundation exists for the benefit of East Bay Community Foundation, which provides grants to non-profit organizations to support their charitable functions. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 12837883 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 14835223 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 53446 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 53446 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1656970 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NoncashContributionsAmt | 0 | 354802 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1832955 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 2321276 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Miscellaneous |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 241 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 241 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Benson Mineral Group |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | Gem Realty Fund V, L.P. |
| IRS990/OtherRevenueMiscGrp/Desc | 2 | Value Holdings |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | -3444 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | -8061 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | -3444 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | -8061 |
| IRS990/OtherRevenueTotalAmt | 0 | -11505 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Support grant to University of California Haas School of Business and for the Young Entrepreneurs at HAAS and the Lester Center. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 25000 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 25000 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Support grants to UC Berkeley Foundation, Magnes Collection of Jewish Art and Life; serves many scholars and visitors annually...home of renowned Western Jewish archives...presentor of many educational progams to further both children's and adults' knowledge of Jewish culture and history. Magnes is now part of the U.C. Berkeley Bancroft Library. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 15000 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 15000 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 306046 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 304000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1475450 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 82706 |
| IRS990/PYOtherRevenueAmt | 0 | -6167 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1388623 |
| IRS990/PYTotalExpensesAmt | 0 | 386706 |
| IRS990/PYTotalRevenueAmt | 0 | 1775329 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 340370 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 654586 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 635935 |
| IRS990ScheduleA/CertificationInd | 0 | X |
| IRS990ScheduleA/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/ContributionControllerInd | 0 | true |
| IRS990ScheduleA/ContributionFamilyInd | 0 | true |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 946070996 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 0 | 11 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1 | 0 | East Bay Community Foundation |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd | 0 | true |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 2321276 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 7500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 5 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 6 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 7 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 8 | 200000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 9 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 10 | 15000 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 1 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 2 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 3 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 4 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 5 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 6 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 7 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 8 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 9 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 10 | 0 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | Museum Education Arts/Culture |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | Education |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 2 | Education |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 3 | Charitable Purposes |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 4 | Philanthropic Grantmaking |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 5 | Education |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 6 | Arts/Culture |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 7 | Education |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 8 | Education |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 9 | Trail Maint & Art Festival |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 10 | Museum Education Arts/Culture |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 0 | Berkeley Art Museum |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 1 | Golden Gate University |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 2 | Haas School of Business |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 3 | Hebrew Free Loan |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 4 | Jewish Fed Greater E Bay |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 5 | Northern Light School |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 6 | Palm Springs Art Museum |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 7 | Presidio Graduate School |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 8 | Ptshp-HAAS Preeminence |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 9 | Regional Parks Foundation |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 10 | UCB-Magnes Collection |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 942581071 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 941585735 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 2 | 946090626 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 3 | 941156545 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 4 | 941156560 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 5 | 943097690 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 6 | 941809576 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 7 | 943185612 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 8 | 455126076 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 9 | 237011877 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 10 | 946103646 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 0 | PO Box 4796 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 1 | 536 Mission Street |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 2 | 545 Student Svc Bldg 1900 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 3 | 131 Steuart Street Suite 520 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 4 | 300 Grand Ave |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 5 | 3710 Dorisa Ave |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 6 | 101 Museum Dr |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 7 | 36 Lincoln Blvd Ste 120 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 8 | 2180 Sand Hill Rd Ste 100 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 9 | POBox 21074 Crestmont Station |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 10 | C/O JCF 300 Grand Ave |
| IRS990ScheduleI/RecipientTable/USAddress/City | 0 | Berkeley |
| IRS990ScheduleI/RecipientTable/USAddress/City | 1 | San Francisco |
| IRS990ScheduleI/RecipientTable/USAddress/City | 2 | Berkeley |
| IRS990ScheduleI/RecipientTable/USAddress/City | 3 | San Francisco |
| IRS990ScheduleI/RecipientTable/USAddress/City | 4 | Oakland |
| IRS990ScheduleI/RecipientTable/USAddress/City | 5 | Oakland |
| IRS990ScheduleI/RecipientTable/USAddress/City | 6 | Palm Springs |
| IRS990ScheduleI/RecipientTable/USAddress/City | 7 | San Francisco |
| IRS990ScheduleI/RecipientTable/USAddress/City | 8 | Menlo Park |
| IRS990ScheduleI/RecipientTable/USAddress/City | 9 | Oakland |
| IRS990ScheduleI/RecipientTable/USAddress/City | 10 | Oakland |
| IRS990ScheduleI/RecipientTable/USAddress/State | 0 | CA |
| IRS990ScheduleI/RecipientTable/USAddress/State | 1 | CA |
| IRS990ScheduleI/RecipientTable/USAddress/State | 2 | CA |
| IRS990ScheduleI/RecipientTable/USAddress/State | 3 | CA |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.