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Filer ID: 1448767

Table: cvr_lobby_disclosure
filing_id   2704671   2744972
amend_id   0   0
rec_type   CVR   CVR
form_type   F635   F635
sender_id   1448767   1448767
filer_id   1448767   1448767
entity_cd   LEM   LEM
filer_naml   Housing Endowment and Regional Trust of San Mateo County (HEART)   Housing Endowment and Regional Trust of San Mateo County (HEART)
filer_namf   None   None
filer_namt   None   None
filer_nams   None   None
report_num   000   000
rpt_date   2022-07-29 00:00:00   2022-10-28 00:00:00
from_date   2022-04-01 00:00:00   2022-07-01 00:00:00
thru_date   2022-06-30 00:00:00   2022-09-30 00:00:00
cum_beg_dt   2021-01-01 00:00:00   2021-01-01 00:00:00
firm_id   1448767   1448767
firm_name   Housing Endowment and Regional Trust of San Mateo County (HEART)   Housing Endowment and Regional Trust of San Mateo County (HEART)
firm_city   San Mateo   San Mateo
firm_st   CA   CA
firm_zip4   94403   94403
firm_phon   650-204-5641   650-204-5641
mail_city   None   None
mail_st   None   None
mail_zip4   None   None
mail_phon   None   None
sig_date   2022-07-29 00:00:00   2022-10-28 00:00:00
sig_loc   San Mateo, CA   San Mateo, CA
sig_naml   Sanchez   Sanchez
sig_namf   Armando   Armando
sig_namt   None   None
sig_nams   None   None
prn_naml   Sanchez   Sanchez
prn_namf   Armando   Armando
prn_namt   None   None
prn_nams   None   None
sig_title   Executive Director   Executive Director
nopart1_cb   None   None
nopart2_cb   None   None
part1_1_cb   None   None
part1_2_cb   None   None
ctrib_n_cb   X   X
ctrib_y_cb   None   None
lby_actvty   AB 1850   none
lobby_n_cb   None   None
lobby_y_cb   None   None
major_naml   None   None
major_namf   None   None
major_namt   None   None
major_nams   None   None
rcpcmte_nm   None   None
rcpcmte_id   None   None
Table: cvr_registration
filing_id   2689985
amend_id   0
rec_type   CVR
form_type   F602
sender_id   F24894
filer_id   1448767
entity_cd   LEM
filer_naml   Housing Endowment and Regional Trust of San Mateo County (HEART)
filer_namf   None
filer_namt   None
filer_nams   None
report_num   000
rpt_date   2022-06-02 00:00:00
ls_beg_yr   2021
ls_end_yr   2022
qual_date   None
eff_date   2022-05-07 00:00:00
bus_city   San Mateo
bus_st   CA
bus_zip4   94403
bus_phon   650-204-5641
bus_fax   None
bus_email   None
mail_city   None
mail_st   None
mail_zip4   None
mail_phon   None
sig_date   2022-05-04 00:00:00
sig_loc   San Mateo, CA
sig_naml   Sanchez
sig_namf   Armando
sig_namt   None
sig_nams   None
prn_naml   Sanchez
prn_namf   Armando
prn_namt   None
prn_nams   None
sig_title   Executive Director
stmt_firm   None
ind_cb   None
bus_cb   X
trade_cb   None
oth_cb   None
a_b_name   None
a_b_city   None
a_b_st   None
a_b_zip4   None
descrip_1   Creation and preservation of affordable housing
descrip_2   None
c_less50   None
c_more50   None
ind_class   OTH
ind_descr   None
bus_class   OTH
bus_descr   Government Finance
auth_name   MANATT, PHELPS & PHILLIPS, LLP
auth_city   Sacramento
auth_st   CA
auth_zip4   95814
lobby_int   None
influen_yn   None
firm_name   None
newcert_cb   None
rencert_cb   None
complet_dt   None
lby_reg_cb   None
lby_604_cb   None
st_leg_yn   None
st_agency   None
lobby_cb   None
l_firm_cb   None
Table: filer_address
filer_id   1448767   1448767
adrid   2550279   2536575
effect_dt   2023-01-01 00:00:00   2022-05-07 00:00:00
add_type   7051   7051
session_id   2023   2021
Table: filer_filings
filer_id   1448767   1448767   1448767   1448767
filing_id   2683494   2689985   2704671   2744972
period_id   None   250   250   251
form_id   F602   F602   F635   F635
filing_sequence   0   0   0   0
filing_date   2022-05-09 00:00:00   2022-06-02 00:00:00   2022-07-29 00:00:00   2022-10-28 00:00:00
stmnt_type   10005   10001   10001   10001
stmnt_status   11001   11003   11003   11003
session_id   2021   2021   2021   2021
user_id   MKIRKHAM   CAFILER   CAFILER   CAFILER
special_audit   11003   11003   11003   11003
fine_audit   11003   11003   11003   11003
rpt_start   1900-01-01 00:00:00   2022-06-02 00:00:00   2022-04-01 00:00:00   2022-07-01 00:00:00
rpt_end   1900-01-01 00:00:00   2022-06-02 00:00:00   2022-06-30 00:00:00   2022-09-30 00:00:00
rpt_date   None   None   None   None
filing_type   None   22001   22001   22001
Table: filer_interests
filer_id   1448767   1448767
session_id   2021   2023
interest_cd   40312   40312
effect_date   2022-05-07 00:00:00   2023-01-01 00:00:00
Table: filer_to_filer_type
filer_id   1448767   1448767
filer_type   1   1
active   N   Y
race   None   0
session_id   2023   2021
category   None   0
category_type   None   0
sub_category   None   0
effect_dt   2023-01-01 00:00:00   2022-05-07 00:00:00
sub_category_type   None   0
election_type   None   0
sub_category_a   None   None
nyq_dt   None   None
party_cd   None   0
county_cd   None   0
district_cd   None   0
Table: filer_xref
filer_id   1448767
xref_id   1448767
effect_dt   2022-06-01 00:00:00
migration_source   CLAIMS
Table: filername
xref_filer_id   1448767   1448767   1448767   1448767   1448767   1448767
filer_id   1448767   1448767   1448767   1448767   1448767   1448767
filer_type   CLIENT   CLIENT   CLIENT   CLIENT   CLIENT   CLIENT
status   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE
effect_dt   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00
naml   HOUSING ENDOWMENT AND REGIONAL TRUST OF SAN MATEO COUNTY (HEART)   HOUSING ENDOWMENT AND REGIONAL TRUST OF SAN MATEO COUNTY (HEART)   HOUSING ENDOWMENT AND REGIONAL TRUST OF SAN MATEO COUNTY (HEART)   HOUSING ENDOWMENT AND REGIONAL TRUST OF SAN MATEO COUNTY (HEART)   HOUSING ENDOWNMENT AND REGIONAL TRUST OF SAN MATEO COUNTY (HEART)   HOUSING ENDOWNMENT AND REGIONAL TRUST OF SAN MATEO COUNTY (HEART)
namf   None   None   None   None   None   None
namt   None   None   None   None   None   None
nams   None   None   None   None   None   None
adr1   None   None   None   None   None   None
adr2   None   None   None   None   None   None
city   SAN MATEO   SAN MATEO   SAN MATEO   SAN MATEO   SAN MATEO   SAN MATEO
st   CA   CA   CA   CA   CA   CA
zip4   94403   94403   94403   94403   94403   94403
phon   6502045641   6502045641   6502045641   6502045641   6502045641   6502045641
fax   None   None   None   None   None   None
email   [email protected]   [email protected]   [email protected]   [email protected]   [email protected]   [email protected]
Table: filers
filer_id   1448767
Table: received_filings
filer_id   1448767   1448767   1448767
filing_file_name   2744972_0.cal   2689985_0.cal   2704671_0.cal
received_date   2022-10-28 00:00:00   2022-06-02 00:00:00   2022-07-29 00:00:00
filing_directory   /cafiler/disclose/ca99/cal   /cafiler/disclose/ca99/cal   /cafiler/disclose/ca99/cal
filing_id   2744972   2689985   2704671
form_id   F635   F602   F635
receive_comment   Filing accepted   Filing accepted   Filing accepted