Civic Intelligence

Clarence E Heller Charitable Foundation

990T • Fiscal year 2024 • EIN 94-2814266

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

Organization Profile

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PO Box 190758San Francisco, CA 94119

(415) 989-9839

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $62,558,118Liabilities 2010: $16,800Net Assets 2010: $62,541,3182010Assets 2011: $60,278,309Liabilities 2011: $59,730Net Assets 2011: $60,218,5792011Assets 2012: $63,818,931Liabilities 2012: $76,716Net Assets 2012: $63,742,2152012Assets 2013: $69,778,879Liabilities 2013: $74,914Net Assets 2013: $69,703,9652013Assets 2014: $67,639,384Liabilities 2014: $115,310Net Assets 2014: $67,524,0742014Assets 2015: $62,650,724Liabilities 2015: $94,994Net Assets 2015: $62,555,7302015Assets 2016: $64,001,721Liabilities 2016: $93,481Net Assets 2016: $63,908,2402016Assets 2017: $70,170,903Liabilities 2017: $213,926Net Assets 2017: $69,956,9772017Assets 2018: $63,675,404Liabilities 2018: $113,368Net Assets 2018: $63,562,0362018Assets 2019: $68,626,543Liabilities 2019: $203,232Net Assets 2019: $68,423,3112019Assets 2020: $74,948,767Liabilities 2020: $187,236Net Assets 2020: $74,761,5312020Assets 2021: $82,247,748Liabilities 2021: $225,472Net Assets 2021: $82,022,2762021Assets 2022: $66,936,613Liabilities 2022: $305,563Net Assets 2022: $66,631,0502022Assets 2023: $69,930,688Liabilities 2023: $161,737Net Assets 2023: $69,768,9512023Assets 2024: $71,750,249Liabilities 2024: $1,368,344Net Assets 2024: $70,381,9052024

Latest loaded filing

2024

Assets$71,750,249
Liabilities$1,368,344
Net Assets$70,381,905
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $2,571,6772010Expenses 2011: $2,993,3452011Expenses 2012: $3,075,3052012Revenue 2013: $3,315,409Expenses 2013: $3,214,429Net Income 2013: $100,9802013Revenue 2014: $3,226,582Expenses 2014: $3,817,035Net Income 2014: -$590,4532014Revenue 2015: $2,610,053Expenses 2015: $4,040,337Net Income 2015: -$1,430,2842015Revenue 2016: $2,856,809Expenses 2016: $3,287,265Net Income 2016: -$430,4562016Revenue 2017: $3,557,402Expenses 2017: $3,486,412Net Income 2017: $70,9902017Revenue 2018: $1,892,016Expenses 2018: $3,418,768Net Income 2018: -$1,526,7522018Revenue 2019: $12,236Expenses 2019: $3,669,189Net Income 2019: -$3,656,9532019Revenue 2020: $76,285Expenses 2020: $3,749,002Net Income 2020: -$3,672,7172020Revenue 2021: $9,747Expenses 2021: $3,826,241Net Income 2021: -$3,816,4942021Revenue 2022: $21,009Expenses 2022: $4,204,786Net Income 2022: -$4,183,7772022Revenue 2023: $41,067Expenses 2023: $4,131,035Net Income 2023: -$4,089,9682023Revenue 2024: $1,478Expenses 2024: $5,389,238Net Income 2024: -$5,387,7602024

Latest loaded filing

2024

Revenue$1,478
Expenses$5,389,238
Net Income-$5,387,760
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
Clarence E Heller Charitable Foundation
EIN
94-2814266
Phone
4159899839
Address
PO BOX 190758, SAN FRANCISCO, CA 94119

Signing Officer

Name
Janet Harckham
Title
Board Chair
Phone
4159899839
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
200 E RANDOLPH ST STE 5500, CHICAGO, IL 60601
Preparer
Holly K Moen
Phone
3126651000
Raw XML Appendix118 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.

Path#Value
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IRS1120ScheduleD/DisposeInvestmentQOFInd00
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IRS1120ScheduleD/Form4797GainOrLossAmt07184
IRS1120ScheduleD/NetCapitalGainAmt04957
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt04957
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt012699
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt02227
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-2227
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IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-2227
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0CEHCF FUND, LP
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IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0THIRD PLATEAU
IRS990T/BooksInCareOfDetail/PhoneNum04159899839
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0127 UNIVERSITY AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BERKELEY
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094710
IRS990T/BookValueAssetsEOYAmt071750249
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IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt010009
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
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IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt018535
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt028544
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-57001
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-39345
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-39345
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENTS - CEHCF FUND, LP
IRS990TScheduleA/UBIBeforeNOLDedAmt0-67889
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-67889
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt041
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IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt032215
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
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ReturnHeader/BusinessOfficerGrp/PhoneNum04159899839
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
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ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0942814266
ReturnHeader/Filer/PhoneNum04159899839
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 190758
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094119
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E RANDOLPH ST STE 5500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060601
ReturnHeader/PreparerPersonGrp/PhoneNum03126651000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY K MOEN
ReturnHeader/ReturnTs02025-11-14T14:00:53-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$71.8$1.37$70.4$0.00$5.39$5.39
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$69.9$0.16$69.8$0.04$4.13$4.09
2022Detailed filing. Detailed filing data is available for this year.$66.9$0.31$66.6$0.02$4.20$4.18
2021Detailed filing. Detailed filing data is available for this year.$82.2$0.23$82.0$0.01$3.83$3.82
2020Detailed filing. Detailed filing data is available for this year.$74.9$0.19$74.8$0.08$3.75$3.67
2019Detailed filing. Detailed filing data is available for this year.$68.6$0.20$68.4$0.01$3.67$3.66
2018Detailed filing. Detailed filing data is available for this year.$63.7$0.11$63.6$1.89$3.42$1.53
2017Detailed filing. Detailed filing data is available for this year.$70.2$0.21$70.0$3.56$3.49$0.07
2016Detailed filing. Detailed filing data is available for this year.$64.0$0.09$63.9$2.86$3.29$0.43
2015Detailed filing. Detailed filing data is available for this year.$62.7$0.09$62.6$2.61$4.04$1.43
2014Detailed filing. Detailed filing data is available for this year.$67.6$0.12$67.5$3.23$3.82$0.59
2013Detailed filing. Detailed filing data is available for this year.$69.8$0.07$69.7$3.32$3.21$0.10
2012Detailed filing. Detailed filing data is available for this year.$63.8$0.08$63.7$3.08
2011Detailed filing. Detailed filing data is available for this year.$60.3$0.06$60.2$2.99
2010Detailed filing. Detailed filing data is available for this year.$62.6$0.02$62.5$2.57