KENNETH T AND EILEEN L NORRIS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH T AND EILEEN L NORRIS FOUNDATION (EIN 95-6080374)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-02-27
- IRS object ID
- 202410589349100766
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-27T15:00:20-06:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS SUITE 1300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956080374 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KENNETH T AND EILEEN L NORRIS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 5624358444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 GOLDEN SHORE SUITE 450 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER ZANINO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5624358444 | PhoneNum |
| Signature | 2024-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WALTER | PersonFirstNm |
| Person Last | ZANINO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $295,106,842 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,302,438 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $107,399 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $107,399 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,750,743 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,750,743 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,865,698 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,222,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,865,698 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,026,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,723,868 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $85,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $85,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $480 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $336 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $144 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,610 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,690 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $253,512 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $253,512 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $225,114 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $434 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $182 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $36,945 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,472 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,473 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,074 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,074 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,408,062 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $270,581 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,137,481 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,089,487 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $572,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,292,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,299,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,299,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,388,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $572,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,591,044 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,637,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,150,923 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $297,351 | CashBOYAmt |
| Cash EOY | $54,114 | CashEOYAmt |
| Cash EOYFMV | $54,114 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,507,036 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,499,583 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,499,583 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $62,359 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $42,911 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $42,911 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,920,980 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,473,237 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,465,797 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,586,054 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,482,160 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $163,247,972 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,057,395 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,401,667 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,267,995 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $74,901,469 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,016,791 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $115,525,645 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $96,394 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $95,640 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $754 | LandBOYAmt |
| Land EOY | $754 | LandEOYAmt |
| Land EOYFMV | $754 | LandEOYFMVAmt |
| Other Assets BOY | $2,071 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,071 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,071 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $111,335,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,973,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $295,106,842 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,126,699 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,612,635 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $14,126,699 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,612,635 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $97,208,770 | RetainedEarningBOYAmt |
| Retained Earning EOY | $100,360,653 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,208,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $100,360,653 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,335,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,973,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,208,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,637,819 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,126,699 | OtherIncreasesAmt |
| Subtotal | $113,973,288 | SubtotalAmt |
| Other Decreases | $13,612,635 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $100,360,653 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| THE WALT DISNEY | 2012-12-04 | 2022-12-01 | $500,000 | $500,000 | $0 | $0 |
| CHUBB CORP | 2013-04-30 | 2023-03-13 | $1,000,000 | $1,000,000 | $0 | $0 |
| FFCB | 2013-06-26 | 2023-06-26 | $500,000 | $500,000 | $0 | $0 |
| CA ST PUB WKS BD LS | 2013-11-27 | 2023-09-01 | $24,985 | $25,030 | -$45 | -$45 |
| CA ST PUB WKS BD LS | 2013-11-27 | 2023-09-01 | $24,985 | $25,030 | -$45 | -$45 |
| WALNUT CA ENGY CTR | 2014-09-26 | 2023-09-01 | $75,758 | $76,349 | -$591 | -$591 |
| DUKE ENERGY CORP | 2015-07-22 | 2023-10-15 | $250,000 | $250,000 | $0 | $0 |
| ISHARES TR 1-5 (IGSB) | 2022-12-07 | $3,325 | $3,325 | $3,325 | ||
| AMERICAN FD NEW PERSPECTIVE | 2022-12-16 | $107,303 | $107,303 | $107,303 | ||
| 8,750 UNITS THE COCA-COLA CO | 1991-03-01 | 2023-10-03 | $480,195 | $58,512 | $421,683 | $421,683 |
| 360 UNITS THE COCA-COLA CO | 1991-05-31 | 2023-10-03 | $19,757 | $2,496 | $17,261 | $17,261 |
| 6,481 UNITS NORTHERN TRUST CORP | 1991-10-09 | 2023-10-03 | $433,251 | $53,684 | $379,567 | $379,567 |
| 1,668 UNITS HOME DEPOT INC | 1991-10-29 | 2023-04-25 | $500,062 | $10,531 | $489,531 | $489,531 |
| 3,423 UNITS HOME DEPOT INC | 1991-10-29 | 2023-10-03 | $1,000,791 | $21,611 | $979,180 | $979,180 |
| 1,802 UNITS MICROSOFT CORP | 1994-09-15 | 2023-04-25 | $499,925 | $6,490 | $493,435 | $493,435 |
| 5,064 UNITS MICROSOFT CORP | 1994-09-15 | 2023-03-01 | $1,249,634 | $18,238 | $1,231,396 | $1,231,396 |
| 2,341 UNITS MICROSOFT CORP | 1994-09-15 | 2023-10-03 | $736,262 | $8,431 | $727,831 | $727,831 |
| 8,809 UNITS CANADIAN NATL RAILWY | 1995-11-28 | 2023-10-03 | $936,112 | $16,998 | $919,114 | $919,114 |
| 308 UNITS MICROSOFT CORP | 1996-01-24 | 2023-10-03 | $96,868 | $1,778 | $95,090 | $95,090 |
| 4,303 UNITS T ROWE PRICE GROUP | 1996-03-29 | 2023-10-03 | $438,893 | $28,575 | $410,318 | $410,318 |
| 52 UNITS J M SMUCKER CO | 1996-05-17 | 2023-09-01 | $7,464 | $691 | $6,773 | $6,773 |
| 532 UNITS MICROSOFT CORP | 1996-06-12 | 2023-10-03 | $167,318 | $4,023 | $163,295 | $163,295 |
| 480 UNITS NORTHERN TRUST CORP | 1996-08-19 | 2023-10-03 | $32,088 | $7,548 | $24,540 | $24,540 |
| 160 UNITS NORTHERN TRUST CORP | 1996-08-21 | 2023-10-03 | $10,696 | $2,580 | $8,116 | $8,116 |
| 255 UNITS TARGET CORP | 1996-10-22 | 2023-09-01 | $31,956 | $2,153 | $29,803 | $29,803 |
| 80 UNITS NORTHERN TRUST CORP | 1996-12-11 | 2023-10-03 | $5,348 | $1,410 | $3,938 | $3,938 |
| 260 UNITS NORTHERN TRUST CORP | 1996-12-17 | 2023-10-03 | $17,381 | $4,600 | $12,781 | $12,781 |
| 20 UNITS NORTHERN TRUST CORP | 1997-03-11 | 2023-10-03 | $1,337 | $429 | $908 | $908 |
| 168 UNITS CONOCOPHILLIPS | 1997-08-06 | 2023-09-01 | $20,500 | $3,187 | $17,313 | $17,313 |
| 102 UNITS PHILLIPS 66 | 1997-08-06 | 2023-09-01 | $11,938 | $1,150 | $10,788 | $10,788 |
| 1,492 UNITS PROCTER & GAMBLE | 2002-10-18 | 2023-04-25 | $233,459 | $67,221 | $166,238 | $166,238 |
| 3,128 UNITS PROCTER & GAMBLE | 2002-10-18 | 2023-10-03 | $456,234 | $140,930 | $315,304 | $315,304 |
| 600 UNITS T ROWE PRICE GROUP | 2003-06-05 | 2023-10-03 | $61,198 | $11,296 | $49,902 | $49,902 |
| 3,413 UNITS COLGATE-PALMOLIVE CO | 2006-11-24 | 2023-10-03 | $241,378 | $112,809 | $128,569 | $128,569 |
| 3,655 UNITS COLGATE-PALMOLIVE CO | 2009-02-11 | 2023-10-03 | $258,493 | $119,996 | $138,497 | $138,497 |
| 4,899 UNITS PROCTER & GAMBLE | 2009-03-24 | 2023-04-25 | $766,564 | $228,666 | $537,898 | $537,898 |
| 300 UNITS PROCTER & GAMBLE | 2009-06-01 | 2023-10-03 | $43,757 | $15,933 | $27,824 | $27,824 |
| 2,995 UNITS CHEVRON CORP | 2009-06-03 | 2023-10-03 | $499,563 | $198,545 | $301,018 | $301,018 |
| 8,578 UNITS APPLE INC | 2010-04-05 | 2023-03-01 | $1,249,892 | $72,138 | $1,177,754 | $1,177,754 |
| 3,039 UNITS APPLE INC | 2010-04-05 | 2023-04-25 | $500,002 | $25,557 | $474,445 | $474,445 |
| 500 UNITS SANOFI S A | 2010-11-23 | 2023-09-01 | $26,580 | $17,140 | $9,440 | $9,440 |
| 600 UNITS CANADIAN NATL RAILWY | 2011-06-30 | 2023-10-03 | $63,761 | $22,663 | $41,098 | $41,098 |
| 131 UNITS J M SMUCKER CO | 2011-07-11 | 2023-09-01 | $18,803 | $10,027 | $8,776 | $8,776 |
| 300 UNITS ISHARES MORN SMALL CA | 2013-04-23 | 2023-09-01 | $16,743 | $9,850 | $6,893 | $6,893 |
| 900 UNITS ISHARES MORN SMALL CA | 2013-04-23 | 2023-09-01 | $50,229 | $29,550 | $20,679 | $20,679 |
| 35,389 UNITS ISHARES TR IS 1-5 YR | 2023-03-02 | 2023-10-03 | $1,750,024 | $1,756,710 | -$6,686 | -$6,686 |
| 91,024 UNITS ISHRS 1-3 YEAR | 2022-08-30 | 2023-11-13 | $7,372,423 | $7,500,378 | -$127,955 | -$127,955 |
| 400 UNITS SPDR S&P DIVIDEND ETF | 2013-05-17 | 2023-09-01 | $48,924 | $27,671 | $21,253 | $21,253 |
| 19,618 UNITS VANGUARD SHORT TERM C | 2022-09-02 | 2023-04-25 | $1,499,991 | $1,491,949 | $8,042 | $8,042 |
| 786 UNITS VANGUARD SHORT TERM C | 2023-01-11 | 2023-10-03 | $58,620 | $59,634 | -$1,014 | -$1,014 |
| 857 UNITS VANGUARD SHORT TERM C | 2023-01-11 | 2023-10-03 | $63,915 | $65,021 | -$1,106 | -$1,106 |
| 21,821 UNITS VANGUARD SHORT TERM C | 2023-03-02 | 2023-10-03 | $1,627,414 | $1,633,956 | -$6,542 | -$6,542 |
| 32 UNITS VANGUARD SMALL CAP GR | 2019-02-07 | 2023-09-01 | $7,420 | $5,535 | $1,885 | $1,885 |
| 46 UNITS VANGUARD SMALL CAP GR | 2019-02-07 | 2023-09-01 | $10,667 | $7,959 | $2,708 | $2,708 |
| 49 UNITS VANGUARD SMALL CAP GR | 2020-02-10 | 2023-09-01 | $11,362 | $9,992 | $1,370 | $1,370 |
| 56 UNITS VANGUARD SMALL CAP GR | 2020-08-17 | 2023-09-01 | $12,985 | $12,133 | $852 | $852 |
| 74 UNITS VANGUARD SMALL CAP-VA | 2020-02-10 | 2023-09-01 | $12,609 | $10,007 | $2,602 | $2,602 |
| 1,348 UNITS VANGUARD TOTAL | 2018-12-27 | 2023-09-01 | $75,328 | $61,982 | $13,346 | $13,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,865,698 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $224,498 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $224,498 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $224,498 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $267,409 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $267,409 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $42,911 | OverpaymentAmt |
| Applied To ES Tax | $42,911 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NORRISFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | WALTER ZANINO TRUSTEE-EXEC DIR | IndividualWithBooksNm |
| Phone | 5624358444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 GOLDEN SHORE SUITE 450 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WALTER ZANINO | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | TRUSTEE, CHAIRMAN AND EXECUTIVE DIRECT | 35.00 | $10,000 | $0 | $0 |
| BRADLEY K NORRIS | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | TRUSTEE | 5.00 | $10,000 | $0 | $0 |
| JAMES MARTIN | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | TRUSTEE | 5.00 | $10,000 | $0 | $0 |
| KIMBERLEY PRESLEY | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | TRUSTEE | 5.00 | $10,000 | $0 | $0 |
| BROOKS NORRIS | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | TRUSTEE | 5.00 | $10,000 | $0 | $0 |
| BECKY ACCORDINO | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | TRUSTEE | 35.00 | $10,000 | $0 | $0 |
| MARISSA NORRIS | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | TRUSTEE | 5.00 | $10,000 | $0 | $0 |
| KELLY LAPREE | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | TRUSTEE | 5.00 | $10,000 | $0 | $0 |
| CHRISTINA MARTIN | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | TRUSTEE | 5.00 | $5,000 | $0 | $0 |
| BRIANNA HARWOOD | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | GRANTS MANAGER | 35.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KTN ENTERPRISES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 GOLDEN SHORE STE 440 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $1,590,279 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $286,114,861 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,267,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,825 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $290,385,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $290,385,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,355,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $286,029,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,301,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,301,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $224,498 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $224,498 | TotalTaxAmt |
| Distributable Before Adj | $14,076,980 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,076,980 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,076,980 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,591,044 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,591,044 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,076,980 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,126,699 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,591,044 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,126,699 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $464,345 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,612,635 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WALTER ZANINO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 GOLDEN SHORE SUITE 450 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5624358444 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@KTN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE DETAILS ON NEXT PAGE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE DETAILS ON NEXT PAGE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (177 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1736 FAMILY CRISIS CENTER | ||||||||
| 2116 ARLINGTON AVE STE 200 | LOS ANGELES | CA | 900181353 | NONE | PUBLIC CHARITIES | HOMELESS CHILDREN AND YOUTH PROGRAM | $75,000 | |
| A NOISE WITHIN | ||||||||
| 3352 E FOOTHILL BLVD | PASADENA | CA | 911073111 | NONE | PUBLIC CHARITIES | A NOISE WITHIN'S EDUCATION PROGRAM | $25,000 | |
| A PLACE CALLED HOME | ||||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 900112037 | NONE | PUBLIC CHARITIES | APCH - GENERAL OPERATING SUPPORT | $40,000 | |
| THE ACTORS' GANG | ||||||||
| 9070 VENICE BLVD | CULVER CITY | CA | 902322305 | NONE | PUBLIC CHARITIES | THE ACTORS' GANG EDUCATION DEPARTMENT | $15,000 | |
| ALTASEA AT THE PORT OF LOS ANGELES | ||||||||
| PO BOX 5308 | SAN PEDRO | CA | 90731 | NONE | PUBLIC CHARITIES | PROJECT BLUE4 YEAR PLEDGE | $100,000 | |
| AMERICAN FILM INSTITUTE | ||||||||
| 2021 N WESTERN AVE | LOS ANGELES | CA | 900271625 | NONE | PUBLIC CHARITIES | GENERAL OPERATING, CONSERVATORY & SCHOLARSHIPS | $80,000 | |
| ANGELS GATE CULTURAL CENTER | ||||||||
| 3601 S GAFFEY ST BOX 1 | SAN PEDRO | CA | 907316969 | NONE | PUBLIC CHARITIES | TECHNOLOGY EXPANSION | $25,000 | |
| AQUARIUM OF THE PACIFIC | ||||||||
| 320 GOLDEN SHORE SUITE 350 | LONG BEACH | CA | 90802 | NONE | PUBLIC CHARITIES | OCEAN SCIENCE EDUCATION PROGRAM | $50,000 | |
| ARC - ACTIVITIES RECREATION AND CARE | ||||||||
| 6456 WHITSETT AVE | N HOLLYWOOD | CA | 916062322 | NONE | PUBLIC CHARITIES | WELLNESS FOR ADULTS WITH ID/DD | $30,000 | |
| ARTCENTER COLLEGE OF DESIGN | ||||||||
| 1700 LIDA ST | PASADENA | CA | 911031924 | NONE | PUBLIC CHARITIES | 2023 DESIGNING DREAMS INITIATIVE | $10,000 | |
| ATHLETES IN THE MAKING | ||||||||
| 635 ACADEMY ROAD | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITIES | YOUTH SPORTS EDUCATION | $25,000 | |
| AUTRY MUSEUM OF THE AMERICAN WEST | ||||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITIES | MASTERS ART EXHIBITION AND SALE | $50,000 | |
| AUTRY MUSEUM OF THE AMERICAN WEST | ||||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITIES | AUTRY K-12 EDUCATION PROGRAMS | $25,000 | |
| THE BEACON HOUSE ASSOCIATION OF SAN PEDRO | ||||||||
| 1003 S BEACON ST | SAN PEDRO | CA | 907314324 | NONE | PUBLIC CHARITIES | CAPITAL IMPROVEMENT FOR BARTLETT CENTER AND GENERAL OPERATIONS | $125,000 | |
| BEST BUDDIES CALIFORNIA | ||||||||
| 11500 W OLYMPIC BOULEVARD SUITE 430 | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITIES | BEST BUDDIES LA FRIENDSHIP/LEADERSHIP PROGRAMS | $30,000 | |
| BLIND CHILDREN'S CENTER INC | ||||||||
| 4120 MARATHON ST | LOS ANGELES | CA | 900293505 | NONE | PUBLIC CHARITIES | GENERAL OPERATING SUPPORT | $70,000 | |
| THE BOARD FUND | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | NONE | PUBLIC CHARITIES | UNRESTRICTED/GENERAL SUPPORT | $225,000 | |
| THE BOARD FUND | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | NONE | PUBLIC CHARITIES | UNRESTRICTED/GENERAL SUPPORT | $30,000 | |
| THE BOARD FUND | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | NONE | PUBLIC CHARITIES | UNRESTRICTED/GENERAL SUPPORT | $35,000 | |
| THE BOARD FUND | ||||||||
| 11 GOLDEN SHORE SUITE 450 | LONG BEACH | CA | 90802 | NONE | PUBLIC CHARITIES | UNRESTRICTED/GENERAL SUPPORT | $145,000 | |
| BOY SCOUTS OF AMERICA-LONG BEACH AREA COUNCIL | ||||||||
| 401 E 37TH ST | LONG BEACH | CA | 908073405 | NONE | PUBLIC CHARITIES | SCOUTREACH PROGRAM FOR LOW-INCOME YOUTH | $10,000 | |
| BOYS & GIRLS CLUB OF PASADENA | ||||||||
| 3230 E DEL MAR BLVD | PASADENA | CA | 911074640 | NONE | PUBLIC CHARITIES | PROJECT LEARN | $20,000 | |
| BOYS & GIRLS CLUBS OF THE LOS ANGELES HARBOR | ||||||||
| 1200 S CABRILLO AVENUE | SAN PEDRO | CA | 90731 | NONE | PUBLIC CHARITIES | EXPANDING OUR FOOTPRINT & IMPACT5 YEAR PLEDGE | $100,000 | |
| BOYS TO MEN MENTORING NETWORK INC | ||||||||
| 3322 SWEETWATER SPRINGS BLVD SUITE | SPRING VALLEY | CA | 919773162 | NONE | PUBLIC CHARITIES | BTM BUILDING FOR BOYS' FUTURES | $35,000 | 102 |
| CABRILLO FESTIVAL OF CONTEMPORARY MUSIC | ||||||||
| 147 S RIVER ST STE 232 | SANTA CRUZ | CA | 950604556 | NONE | PUBLIC CHARITIES | 2023 CABRILLO FESTIVAL SEASON | $10,000 | |
| CALIFORNIA ACADEMY OF MATHEMATICS AND SCIENCE | ||||||||
| 1000 E VICTORIA STREET | CARSON | CA | 90747 | NONE | PUBLIC CHARITIES | CAMS ROBOTICS PROGRAM | $35,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| OFFICE OF THE PRESIDENT M/C 204-31 | PASADENA | CA | 91125 | NONE | PUBLIC CHARITIES | CALTECH STUDENT INITIATIVE: STEM SCHOLARSHIPS | $75,000 | |
| CALIFORNIA INSTITUTE OF THE ARTS | ||||||||
| 24700 MCBEAN PKWY | VALENCIA | CA | 913552340 | NONE | PUBLIC CHARITIES | HERB ALPERT SCHOOL OF MUSIC | $10,000 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | ||||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | NONE | PUBLIC CHARITIES | OSCHIN AIR AND SPACE CENTER | $400,000 | |
| CARNEGIE OBSERVATORIES OF THE CARNEGIE INSTITUTION FOR SCIENCE | ||||||||
| 813 SANTA BARBARA STREET | PASADENA | CA | 91101 | NONE | PUBLIC CHARITIES | CARNEGIE OBSERVATORIES: ASTRONOMY LECTURE SERIES | $30,000 | |
| CASA COLINA HOSPITAL AND CENTERS FOR HEALTHCARE | ||||||||
| 255 E BONITA AVE | POMONA | CA | 91767 | NONE | PUBLIC CHARITIES | GENETIC INFLUENCES IN BRAIN INJURY | $60,000 | |
| CATALINA ISLAND MUSEUM | ||||||||
| 217 METROPOLE AVE | AVALON | CA | 907040000 | NONE | PUBLIC CHARITIES | CMAH EDUCATION PROGRAM | $15,000 | |
| CATALINA MARINE SOCIETY | ||||||||
| 24830 ESHELMAN AVE 23 | LOMITA | CA | 90717 | NONE | PUBLIC CHARITIES | CATALINA DYNAMIC OCEAN CHEMISTRY ADVANCEMENT | $8,000 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITIES | CEDARS-SINAI BONE HEALTH & AGING | $500,000 | |
| CENTER THEATRE GROUP | ||||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 900122621 | NONE | PUBLIC CHARITIES | GENERAL OPERATING SUPPORT | $15,000 | |
| CHAMBER ORCHESTRA OF THE SOUTH BAY | ||||||||
| PO BOX 2095 | PLS VRDS PNSL | CA | 902748095 | NONE | PUBLIC CHARITIES | SEASON SOLOISTS | $20,000 | |
| CHILDREN'S BURN FOUNDATION | ||||||||
| 5000 VAN NUYS BLVD SUITE 210 | SHERMAN OAKS | CA | 91403 | NONE | PUBLIC CHARITIES | FULL RECOVERY PROGRAM | $60,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITIES | PEDIATRIC HEMATOLOGYONCOLOGY FELLOWSHIP PROGRAM | $1,330,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PUBLIC CHARITIES | TGF-RESISTANT CAR-T THERAPY FOR GLIOBLASTOMA | $500,000 | |
| COASTAL SAGE MONTESSORI | ||||||||
| 125 S HIGHWAY 101 SUITE 1021 | SOLANA BEACH | CA | 920751872 | NONE | PUBLIC CHARITIES | PRIMARY SCHOOL & ARTS PROGRAM | $300,000 | |
| THE COLBURN SCHOOL | ||||||||
| 200 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITIES | JUMPSTART 2023-24 | $25,000 | |
| COLLEGE TRACK | ||||||||
| 3626 11TH AVENUE | LOS ANGELES | CA | 90018 | NONE | PUBLIC CHARITIES | COLLEGE COMPLETION FOR LA SCHOLARS | $25,000 | |
| CONSTITUTIONAL RIGHTS FOUNDATION ORANGE COUNTY | ||||||||
| 4101 WESTERLY PLACE SUITE 101 | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC CHARITIES | PEER COURT | $3,000 | |
| COUNCIL ON FOUNDATIONS | ||||||||
| PO BOX 715674 | PHILADELPHIA | PA | 191715674 | NONE | PUBLIC CHARITIES | 2023 MEMBERSHIP RENEWAL | $19,000 | |
| CSU DOMINGUEZ HILLS PHILANTROPIC FOUNDATION | ||||||||
| 1000 E VICTORIA ST WH425 | CARSON | CA | 907470001 | NONE | PUBLIC CHARITIES | FACULTY MINI-GRANT PROGRAM | $25,000 | |
| THE DA CAMERA SOCIETY OF MOUNT ST MARY'S UNIVERSITY | ||||||||
| 10 CHESTER PLACE | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITIES | 2023-24 SEASON | $20,000 | |
| DEPUTY SHERIFFS' FOUNDATION | ||||||||
| 13881 DANIELSON ST | POWAY | CA | 920646891 | NONE | PUBLIC CHARITIES | WELLNESS TRAINING FOR LAW ENFORCEMENT | $20,000 | |
| DIENTES COMMUNITY DENTAL CARE | ||||||||
| 1830 COMMERCIAL WAY | SANTA CRUZ | CA | 95065 | NONE | PUBLIC CHARITIES | ACCESS TO COMPREHENSIVE DENTAL CARE | $100,000 | |
| DRAMATIC RESULTS | ||||||||
| 3310 LIME AVENUE | SIGNAL HILL | CA | 90755 | NONE | PUBLIC CHARITIES | STEAM+ CIRCUS AT POWELL | $20,000 | |
| DREAM STREET FOUNDATION | ||||||||
| 324 S BEVERLY DRIVE SUITE 500 | BEVERLY HILLS | CA | 902124801 | NONE | PUBLIC CHARITIES | DREAM STREET | $25,000 | |
| EL CAMINO COLLEGE FOUNDATION | ||||||||
| 16007 CRENSHAW BLVD | TORRANCE | CA | 90506 | NONE | PUBLIC CHARITIES | SOUTH BAY PROMISE | $30,000 | |
| EVERYBODY DANCE LA | ||||||||
| 3183 WILSHIRE BOULEVARD STE 196 K22 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITIES | EVERYBODY DANCE LA! OPERATING SUPPORT | $25,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 641291626 | NONE | PUBLIC CHARITIES | SAN DIEGO FCA COUNTY-WIDE INITIATIVES | $80,000 | |
| FERN STREET COMMUNITY ARTS INC | ||||||||
| 4265 FAIRMOUNT AVE STE 120-B | SAN DIEGO | CA | 921056401 | NONE | PUBLIC CHARITIES | CONTINUED INFRASTRUCTURE BUILDING: OPERATIONS MANAGEMENT | $10,000 | |
| FIVE ACRES-THE BOYS AND GIRLS' AID SOCIETY OF LOS ANGELES COUNTY | ||||||||
| 760 MOUNTAIN VIEW ST | ALTADENA | CA | 910014925 | NONE | PUBLIC CHARITIES | RESIDENTIAL SERVICES FOR CHILDREN | $30,000 | |
| FLEET SCIENCE CENTER | ||||||||
| 1875 EL PRADO | SAN DIEGO | CA | 921011625 | NONE | PUBLIC CHARITIES | DESIGN ZONE EXHIBITION | $20,000 | |
| FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TECHNOLOGY | ||||||||
| 200 BEDFORD STREET | MANCHESTER | NH | 03101 | NONE | PUBLIC CHARITIES | FIRST ROBOTICS LOS ANGELES 2024 | $10,000 | |
| FOSTERALL | ||||||||
| 1544 W GLENOAKS BLVD | GLENDALE | CA | 912011944 | NONE | PUBLIC CHARITIES | FOSTER CARE PROGRAM | $15,000 | |
| FRIENDS OF BANNING MUSEUM | ||||||||
| PO BOX 1927 | WILMINGTON | CA | 907481927 | NONE | PUBLIC CHARITIES | BANNING HERITAGE WEEK | $20,000 | |
| FRIENDS OF RANCHO SAN PEDRO | ||||||||
| 18127 S ALAMEDA ST | RANCHO DOMINGUEZ | CA | 902205708 | NONE | PUBLIC CHARITIES | EDUCATION AND OUTREACH PROGRAMS | $20,000 | |
| FRIENDS OF THE GIRLS ACADEMIC LEADERSHIP ACADEMY | ||||||||
| 1067 WEST BOULEVARD | LOS ANGELES | CA | 90019 | NONE | PUBLIC CHARITIES | EQUITY AND ACCESS IN STEM | $30,000 | |
| GEFFEN PLAYHOUSE | ||||||||
| 10886 LE CONTE AVE | LOS ANGELES | CA | 900243021 | NONE | PUBLIC CHARITIES | HIGH SCHOOL PARTNERSHIPS PROGRAM | $20,000 | |
| GEFFEN PLAYHOUSE | ||||||||
| 10886 LE CONTE AVE | LOS ANGELES | CA | 900243021 | NONE | PUBLIC CHARITIES | VETERANS WRITING AND PERFORMANCE PROJECT | $35,000 | |
| GRAMMY MUSEUM | ||||||||
| 800 W OLYMPIC BLVD STE A245 | LOS ANGELES | CA | 900151360 | NONE | PUBLIC CHARITIES | GRAMMY MUSEUM EDUCATION PROGRAMS | $150,000 | |
| GRAND PERFORMANCES | ||||||||
| 350 S GRAND AVE STE A-4 | LOS ANGELES | CA | 900713461 | NONE | PUBLIC CHARITIES | GRAND PERFORMANCES 2023 SEASON | $15,000 | |
| GREATER LOS ANGELES ZOO ASSOCIATION | ||||||||
| 5333 ZOO DRIVE LOS ANGELES CA 90027 | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITIES | EDUCATION, ANIMAL HEALTH, GENERAL SUPPORT | $50,000 | |
| HARBOR COMMUNITY HEALTH CENTERS | ||||||||
| 593 W 6TH ST | SAN PEDRO | CA | 90731 | NONE | PUBLIC CHARITIES | ORAL HEALTH CARE PROGRAM | $100,000 | |
| HATHAWAY-SYCAMORES CHILD AND FAMILY SERVICES | ||||||||
| 840 N AVENUE 66 | LOS ANGELES | CA | 900421508 | NONE | PUBLIC CHARITIES | LEARNING LAB | $30,000 | |
| HAWAI'I COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITIES | MAUI STRONG FUND | $100,000 | |
| HERBIE HANCOCK INSTITUTE OF JAZZ | ||||||||
| 5225 WISCONSIN AVE NW STE 605 | WASHINGTON | DC | 200152024 | NONE | PUBLIC CHARITIES | 2023-2024 JAZZ IN THE CLASSROOM | $10,000 | |
| HILLSIDES | ||||||||
| 940 AVENUE 64 | PASADENA | CA | 911052711 | NONE | PUBLIC CHARITIES | YOUTH MOVING ON (YMO) | $25,000 | |
| HOUSE OF BLUES MUSIC FORWARD FOUNDATION | ||||||||
| 9348 CIVIC CENTER DRIVE | BEVERLY HILLS | CA | 902103624 | NONE | PUBLIC CHARITIES | ARTIST AND CAREER DEVELOPMENT PATHWAYS | $10,000 | |
| HUNTINGTON LIBRARY ART COLLECTIONS AND BOTANICAL GARDENS | ||||||||
| 1151 OXFORD RD | SAN MARINO | CA | 911081218 | NONE | PUBLIC CHARITIES | DESERT GARDEN IMPROVEMENT PROJECT | $250,000 | |
| INNER-CITY ARTS | ||||||||
| 720 KOHLER ST | LOS ANGELES | CA | 900211518 | NONE | PUBLIC CHARITIES | LEARNING AND ACHIEVING THROUGH ARTS | $20,000 | |
| INTERNATIONAL CITY THEATRE | ||||||||
| 67 LONG BEACH BLVD | LONG BEACH | CA | 908024804 | NONE | PUBLIC CHARITIES | 2023 GENERAL OPERATING SUPPORT | $15,000 | |
| INTERNATIONAL TRADE EDUCATION PROGRAMS INC (DBA EXP) | ||||||||
| 2417 E CARSON ST STE 200 | CARSON | CA | 908101252 | NONE | PUBLIC CHARITIES | PREPARING THE NEXT GENERATION WORKFORCE | $20,000 | |
| THE JESTER & PHARLEY PHUND | ||||||||
| PO BOX 817 | PLS VRDS EST | CA | 902740817 | NONE | PUBLIC CHARITIES | SMILES FOR KIDS WITH CANCER | $25,000 | |
| JIMMY MILLER MEMORIAL FOUNDATION | ||||||||
| 2711 SEPULVEDA BLVD 331 | MANHATTAN BEACH | CA | 902662725 | NONE | PUBLIC CHARITIES | MILITARY OCEAN THERAPY PROGRAM | $50,000 | |
| JOHN TRACY CENTER | ||||||||
| 2160 W ADAMS BLVD | LOS ANGELES | CA | 90018 | NONE | PUBLIC CHARITIES | PEDIATRIC AUDIOLOGY | $100,000 | |
| JUST IN TIME FOR FOSTER YOUTH | ||||||||
| 4560 ALVARADO CANYON RD STE 2G | SAN DIEGO | CA | 921204309 | NONE | PUBLIC CHARITIES | JUST IN TIME MENTAL WELLNESS | $160,000 | |
| KASSAN FOUNDATION | ||||||||
| 364 72ND ST | BROOKLYN | NY | 112091482 | NONE | PUBLIC CHARITIES | FACING SURVIVAL DOCUMENTARY FILM | $160,000 | |
| KECK GRADUATE INSTITUTE OF APPLIED LIFE SCIENCES | ||||||||
| 535 WATSON DRIVE | CLAREMONT | CA | 91711 | NONE | PUBLIC CHARITIES | SUMMER UNDERGRADUATE RESEARCH EXPERIENCE 2024 | $60,000 | |
| LAS FLORISTAS INC | ||||||||
| PO BOX 579 | WHITTIER | CA | 90608 | NONE | PUBLIC CHARITIES | RANCHO LOS AMIGOS PEDIATRIC SUPPORT | $25,000 | |
| LIBERTY PAINTING CORPORATION | ||||||||
| 108 W MINER ST | YREKA | CA | 960972918 | NONE | PUBLIC CHARITIES | COMMUNITY EXHIBITION AND EDUCATION OUTREACH | $20,000 | |
| LITTLE WISHES | ||||||||
| PO BOX 2208 | SAN ANSELMO | CA | 94979 | NONE | PUBLIC CHARITIES | FUNDING OF LITTLE WISHES | $100,000 | |
| LONG BEACH MUSEUM OF ART | ||||||||
| 2300 E OCEAN BLVD | LONG BEACH | CA | 908032442 | NONE | PUBLIC CHARITIES | COLOR FIELD PAINTING EXHIBITION | $20,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | ||||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | NONE | PUBLIC CHARITIES | LONG BEACH PUBLIC LIBRARY FOUNDATION | $40,000 | |
| LOS ANGELES CONSERVANCY | ||||||||
| 523 W 6TH ST STE 826 | LOS ANGELES | CA | 900141248 | NONE | PUBLIC CHARITIES | EDUCATION PROGRAMS | $25,000 | |
| LOS ANGELES CONSERVATION CORPS | ||||||||
| 1400 NORTH SPRING STREET | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITIES | GREEN WORKFORCE TRAINING FOR YOUTH | $10,000 | |
| LOS ANGELES COUNTY HIGH SCHOOL FOR THE ARTS | ||||||||
| THE ARTS FOUNDATION 1149 SOUTH | LOS ANGELES | CA | 900150000 | NONE | PUBLIC CHARITIES | LACHSA DANCE EDUCATION 2023 | $20,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 900364504 | NONE | PUBLIC CHARITIES | SCHOOL AND TEACHER PROGRAMS | $15,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 900364504 | NONE | PUBLIC CHARITIES | WOVEN HISTORIES: TEXTILES AND ABSTRACTION | $40,000 | |
| LOS ANGELES MARITIME INSTITUTE | ||||||||
| 73 BERTH SUITE 2 | SAN PEDRO | CA | 90731 | NONE | PUBLIC CHARITIES | TOPSAIL STEM PROGRAM | $60,000 | |
| LOS ANGELES MASTER CHORALE ASSOCIATION | ||||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 900123013 | NONE | PUBLIC CHARITIES | CHORAL MUSIC EDUCATION FOR YOUTH | $10,000 | |
| LOS ANGELES OPERA COMPANY | ||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 900123013 | NONE | PUBLIC CHARITIES | LA OPERA CONNECTS EDUCATION PROGRAMS | $15,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 900123034 | NONE | PUBLIC CHARITIES | SYMPHONIES FOR SCHOOLS | $10,000 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 E 41ST ST | VERNON | CA | 900581502 | NONE | PUBLIC CHARITIES | HUNGER RELIEF | $50,000 | |
| LOS ANGELES WATERKEEPER | ||||||||
| 360 E 2ND STREET SUITE 250 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITIES | HEALTHY HABITATS OUTREACH & EDUCATION | $10,000 | |
| THE LUNDQUIST INSTITUTE | ||||||||
| 1124 W CARSON ST | TORRANCE | CA | 90502 | NONE | PUBLIC CHARITIES | 1: PCLX001-BORTEZOMIB-DIAZ 2: STM2457-OLAPARIB-WANG | $250,000 | |
| MARINE CORPS SCHOLARSHIP FOUNDATION | ||||||||
| 909 N WASHINGTON STREET SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITIES | NORRIS FOUNDATION SCHOLARS | $15,000 | |
| SAN PEDRO MEALS ON WHEELS INC | ||||||||
| 731 S AVERILL AVE | SAN PEDRO | CA | 907323813 | NONE | PUBLIC CHARITIES | SPMOW GRANTED PROGRAM | $30,000 | |
| MIDNIGHT MISSION | ||||||||
| 601 S SAN PEDRO ST | LOS ANGELES | CA | 900142415 | NONE | PUBLIC CHARITIES | HOMELESS TO HOUSED | $30,000 | |
| MOUNT WILSON INSTITUTE | ||||||||
| 813 SANTA BARBARA STREET | PASADENA | CA | 91101 | NONE | PUBLIC CHARITIES | MOUNT WILSON OBSERVATORY STEM PROGRAMS | $75,000 | |
| THE MUSEUM OF CONTEMPORARY ART | ||||||||
| 250 S GRAND AVE | LOS ANGELES | CA | 900123007 | NONE | PUBLIC CHARITIES | MOCA CONTEMPORARY ART START | $15,000 | |
| MUSEUM OF JURASSIC TECHNOLOGY | ||||||||
| 9341 VENICE BLVD | CULVER CITY | CA | 902322621 | NONE | PUBLIC CHARITIES | MJT STUDENT OUTREACH PROGRAM | $20,000 | |
| MUSEUM OF MAKING MUSIC A DIVISION OF THE NAMM FOUNDATION | ||||||||
| 5790 ARMADA DR | CARLSBAD | CA | 920084608 | NONE | PUBLIC CHARITIES | DISCOVER, ENGAGE, EXPLOREAND PLAY! | $115,000 | |
| MY STUFF BAGS FOUNDATION | ||||||||
| 5347 STERLING CENTER DR | WESTLAKE VLG | CA | 913614613 | NONE | PUBLIC CHARITIES | 2023 SOCAL MSB PROJECT | $45,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITIES | 2023 MEMBERSHIP | $5,000 | |
| NATURAL HISTORY MUSEUM OF LOS ANGELES COUNTY | ||||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITIES | NHM COMMONS/SCHOOL AND TEACHER PROGRAMS | $450,000 | |
| NEW VISTA SCHOOL | ||||||||
| 23092 MILL CREEK DR | LAGUNA HILLS | CA | 926531200 | NONE | PUBLIC CHARITIES | FACILITIES UPGRADE PHASE II | $10,000 | |
| NO LIMITS FOR DEAF CHILDREN | ||||||||
| 9801 WASHINGTON BLVD 2ND FLOOR | CULVER CITY | CA | 90232 | NONE | PUBLIC CHARITIES | EQUITABLE EDUCATION FOR DEAF CHILDREN | $25,000 | |
| OCCIDENTAL COLLEGE | ||||||||
| 1600 CAMPUS ROAD | LOS ANGELES | CA | 90041 | NONE | PUBLIC CHARITIES | NORRIS HALL OF CHEMISTRY REMODEL | $450,000 | |
| OCEANOGRAPHIC TEACHING STATIONS - ROUNDHOUSE AQUARIUM | ||||||||
| PO BOX 1 | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITIES | DIVE INTO STEM | $25,000 | |
| OLD GLOBE THEATRE | ||||||||
| PO BOX 122171 | SAN DIEGO | CA | 921122171 | NONE | PUBLIC CHARITIES | 2023 GLOBE FOR ALL TOURS | $25,000 | |
| PF BRESEE FOUNDATION | ||||||||
| 184 BIMINI PL | LOS ANGELES | CA | 900045903 | NONE | PUBLIC CHARITIES | SUPPORT SERVICES FOR AT-RISK YOUTH | $45,000 | |
| PACIFIC BATTLESHIP CENTER (BATTLESHIP IOWA) | ||||||||
| 250 SOUTH HARBOR BOULEVARD | SAN PEDRO | CA | 90731 | NONE | PUBLIC CHARITIES | STEAM AT SEA | $70,000 | |
| THE PAINTED TURTLE | ||||||||
| 1300 4TH ST STE 300 | SANTA MONICA | CA | 904011342 | NONE | PUBLIC CHARITIES | MEDICAL SPECIALTY CAMP PROGRAM | $40,000 | |
| PALOS VERDES ART CENTER | ||||||||
| 5504 CRESTRIDGE RD | RCH PALOS VRD | CA | 902754905 | NONE | PUBLIC CHARITIES | PVAC EXHIBITIONS AND INTERNSHIP PROGRAM | $60,000 | |
| PALOS VERDES PENINSULA EDUCATION FOUNDATION | ||||||||
| 300 PASEO DEL MAR A | PALOS VERDES ESTATES | CA | 90274 | NONE | PUBLIC CHARITIES | PVPUSD COLLEGE AND CAREER CENTERS | $35,000 | |
| PALOS VERDES PENINSULA LAND CONSERVANCY | ||||||||
| PO BOX 3427 | PALOS VERDES PENINSULA | CA | 90274 | NONE | PUBLIC CHARITIES | 3RD GRADE STUDENT NATURALIST PROGRAM | $30,000 | |
| PALOS VERDES PERFORMING ARTS | ||||||||
| 27570 NORRIS CENTER DR | RLLNG HLS EST | CA | 902743570 | NONE | PUBLIC CHARITIES | PVPA OPERATION | $300,000 | |
| PARA LOS NIOS | ||||||||
| 5000 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITIES | AFTER-SCHOOL AND SUMMER SCHOOL STEM | $25,000 | |
| PASADENA STATE THEATER OF CALIFORNIA INC (THE PASADENA PLAYHOUSE) | ||||||||
| 39 S EL MOLINO AVE | PASADENA | CA | 911015220 | NONE | PUBLIC CHARITIES | PASADENA PLAYHOUSES GROUNDBREAKING 2022-2023 SEASON | $10,000 | |
| PBS SOCAL | ||||||||
| 2900 WEST ALAMEDA AVE | BURBANK | CA | 91505 | NONE | PUBLIC CHARITIES | PBS SOCALS FAMILY MATH PROGRAM | $40,000 | |
| PENINSULA FRIENDS OF THE LIBRARY | ||||||||
| PO BOX 2361 | PALOS VERDES PENINSULA | CA | 90274 | NONE | PUBLIC CHARITIES | SUNDAY HOURS: PENINSULA CENTER LIBRARY | $35,000 | |
| PENINSULA SYMPHONY ASSOCIATION | ||||||||
| 916 SILVER SPUR RD STE 303 | RLLNG HLS EST | CA | 902743828 | NONE | PUBLIC CHARITIES | "THE NORRIS FOUNDATION CONCERT" | $15,000 | |
| PERFORMING ARTS CENTER OF LOS ANGELES COUNTYTHE MUSIC CENTER | ||||||||
| 135 NORTH GRAND AVE | LOS ANGELES | CA | 900123013 | NONE | PUBLIC CHARITIES | ARTS EDUCATION PORTFOLIO & VSAF | $20,000 | |
| PORT OF LOS ANGELES HIGH SCHOOL | ||||||||
| 250 W 5TH STREET | SAN PEDRO | CA | 90731 | NONE | PUBLIC CHARITIES | SAFETY AND SECURITY IMPROVEMENT PLAN | $20,000 | |
| POWERMYLEARNING INC | ||||||||
| PO BOX 515381 PMB 16373 | LOS ANGELES | CA | 90051 | NONE | PUBLIC CHARITIES | PERSONALIZED LEARNING IN STEM | $15,000 | |
| PROVIDENCE LITTLE COMPANY OF MARY FOUNDATION | ||||||||
| 4101 TORRANCE BLVD | TORRANCE | CA | 90503 | NONE | PUBLIC CHARITIES | DEL VICARIO CARDIOVASCULAR CENTER C-ARM | $265,000 | |
| PUBLIC COUNSEL | ||||||||
| 610 S ARDMORE AVE | LOS ANGELES | CA | 900052322 | NONE | PUBLIC CHARITIES | VULNERABLE CHILDREN PROGRAM | $50,000 | |
| RACERS WHO CARE | ||||||||
| PO BOX 437 | HOHENWALD | TN | 384620000 | NONE | PUBLIC CHARITIES | SOCAL FIELD TRIP PROGRAM | $10,000 | |
| READING IS FUNDAMENTAL OF SOUTHERN CALIFORNIA INC | ||||||||
| 7250 BANDINI BLVD STE 209 | COMMERCE | CA | 900403344 | NONE | PUBLIC CHARITIES | GENERAL OPERATING SUPPORT | $25,000 | |
| REEF CHECK FOUNDATION | ||||||||
| 13723 FIJI WAY STE B2 | MARINA DEL REY | CA | 90292 | NONE | PUBLIC CHARITIES | DIVE INTO SCIENCE | $10,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF SAN DIEGO | ||||||||
| 2929 CHILDRENS WAY | SAN DIEGO | CA | 921234210 | NONE | PUBLIC CHARITIES | RMHCSD LODGING & MEALS | $30,000 | |
| SAN DIEGO CHILDREN'S CHOIR | ||||||||
| 1620 5TH AVE STE 300 | SAN DIEGO | CA | 921012797 | NONE | PUBLIC CHARITIES | SAN DIEGO CHILDREN'S CHOIR | $15,000 | |
| THE SAN DIEGO MODEL RAILROAD MUSEUM INC | ||||||||
| 1649 EL PRADO | SAN DIEGO | CA | 921011662 | NONE | PUBLIC CHARITIES | NEW Z-SCALE MODEL RAILROAD EXHIBIT | $20,000 | |
| SAN DIEGO RESCUE MISSION | ||||||||
| 120 ELM ST | SAN DIEGO | CA | 921012602 | NONE | PUBLIC CHARITIES | ROOMS FOR NEW LIFE | $300,000 | |
| SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION | ||||||||
| 1245 7TH AVE | SAN DIEGO | CA | 921014302 | NONE | PUBLIC CHARITIES | MUSIC LEARNING AND COMMUNITY ENGAGEMENT | $15,000 | |
| SANTA CECILIA ORCHESTRA | ||||||||
| 2759 W BROADWAY | LOS ANGELES | CA | 900411038 | NONE | PUBLIC CHARITIES | DISCOVERING MUSIC | $25,000 | |
| SCGA FOUNDATION | ||||||||
| 3740 CAHUENGA BLVD | STUDIO CITY | CA | 916043502 | NONE | PUBLIC CHARITIES | SCGA YOUTH DEVELOPMENT PROGRAM | $25,000 | |
| SCHOOL ON WHEELS INC | ||||||||
| PO BOX 13306 | LOS ANGELES | CA | 900139998 | NONE | PUBLIC CHARITIES | DELIVERING AND IMPROVING OUR PROGRAMS | $50,000 | |
| SHAKESPEARE BY THE SEA | ||||||||
| 777 S CENTRE ST | SAN PEDRO | CA | 907313732 | NONE | PUBLIC CHARITIES | 2023 ADMISSION FREE COMMUNITY SHAKESPEARE | $10,000 | |
| SHARP MARY BIRCH HOSPITAL FOR WOMEN & NEWBORNS | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 921231489 | NONE | PUBLIC CHARITIES | NEONATAL RESEARCH INSTITUTE AT SMBHWN | $100,000 | |
| SHOES THAT FIT | ||||||||
| 1420 N CLAREMONT BLVD SUITE 204-A | CLAREMONT | CA | 917113528 | NONE | PUBLIC CHARITIES | SHOES FOR LOS ANGELES CHILDREN | $80,000 | |
| SOLUTIONS FOR CHANGE INC | ||||||||
| 722 W CALIFORNIA AVENUE | VISTA | CA | 920833565 | NONE | PUBLIC CHARITIES | SOLUTIONS ACADEMY | $50,000 | |
| SOUTH BAY CENTER FOR COUNSELING | ||||||||
| 607 RUBY STREET | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITIES | LITERACY DEVELOPMENT FOR AT-RISK FAMILIES | $20,000 | |
| SOUTH COAST BOTANIC GARDEN | ||||||||
| 26300 CRENSHAW BLVD | PLS VRDS PNSL | CA | 902742515 | NONE | PUBLIC CHARITIES | CULTIVATE THE FUTURE CAMPAIGN - LALA'S ADVENTURE PATH | $100,000 | |
| SOUTH COAST BOTANIC GARDEN | ||||||||
| 26300 CRENSHAW BLVD | PLS VRDS PNSL | CA | 902742515 | NONE | PUBLIC CHARITIES | SOAR PAVILION | $50,000 | |
| SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE | ||||||||
| 960 EAST THIRD STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITIES | NEED-BASED EQUITY + INCLUSION SCHOLARSHIPS | $35,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PUBLIC CHARITIES | SCPRS EDUCATION COVERAGE | $20,000 | |
| SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC | ||||||||
| 1600 FORBES WAY STE 200 | LONG BEACH | CA | 908101833 | NONE | PUBLIC CHARITIES | SPECIAL OLYMPICS YOUNG ATHLETES PROGRAM | $30,000 | |
| STABLE HANDS | ||||||||
| PO BOX 1852 | YREKA | CA | 960971852 | NONE | PUBLIC CHARITIES | ADAPTIVE HORSEBACK RIDING FOR YOUTH | $15,000 | |
| STONE SOUP CHILD CARE PROGRAMS | ||||||||
| 15910 VENTURA BLVD STE 1017 | ENCINO | CA | 914362821 | NONE | PUBLIC CHARITIES | TUITION ASSISTANCE, STAFF TRAINING | $50,000 | |
| STUDENTS RUN LA | ||||||||
| 5252 CREBS AVE | TARZANA | CA | 913564011 | NONE | PUBLIC CHARITIES | SRLA FOR THE LONG RUN | $60,000 | |
| SWIM WITH MIKE FOUNDATION | ||||||||
| POB 51000 | PASADENA | CA | 91115 | NONE | PUBLIC CHARITIES | PHYSICALLY CHALLENGED ATHLETES SCHOLARSHIP FUND | $25,000 | |
| TEACH FOR AMERICA - LOS ANGELES | ||||||||
| 606 S OLIVE STREET SUITE 300 | LOS ANGELES | CA | 90014 | NONE | PUBLIC CHARITIES | ACCELERATING TFA LA'S 2030 GOAL | $25,000 | |
| TEAM PRIME TIME INC | ||||||||
| 3740 OVERLAND AVE STE E | LOS ANGELES | CA | 900346378 | NONE | PUBLIC CHARITIES | NORRIS GROUPS PRIME TIME GAMES | $50,000 | |
| THRIVE SCHOLARS | ||||||||
| 606 S OLIVE ST 2150 | LOS ANGELES | CA | 90014 | NONE | PUBLIC CHARITIES | CAREER DEVELOPMENT & MENTORSHIP | $25,000 | |
| TORRANCE MEMORIAL MEDICAL CENTER HEALTH CARE FOUNDATION | ||||||||
| 3330 LOMITA BLVD | TORRANCE | CA | 90505 | NONE | PUBLIC CHARITIES | BEHAVORIAL HEALTH CLINIC | $800,000 | |
| UNITED SERVICE ORGANIZATIONS INCORPORATED (USO WEST REGION) | ||||||||
| 2111 WILSON BLVD | ARLINGTON | VA | 222013043 | NONE | PUBLIC CHARITIES | SUPPORTING MILITARY MEMBERS AND FAMILIES | $100,000 | |
| UNITED STATES ADAPTIVE RECREATION CENTER | ||||||||
| PO BOX 2897 | BIG BEAR LAKE | CA | 923152897 | NONE | PUBLIC CHARITIES | CHILDREN WITH DISABILITIES RECREATE OUTSIDE | $20,000 | |
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | ||||||||
| 5141 CALIFORNIA AVENUE | IRVINE | CA | 926175601 | NONE | PUBLIC CHARITIES | IMPROVING ADVANCED GASTRIC CANCER SURVIVAL | $100,000 | |
| USC - THE CENTER ON PHILANTHROPY AND PUBLIC POLICY | ||||||||
| 650 CHILDS WAY | LOS ANGELES | CA | 900890626 | NONE | PUBLIC CHARITIES | DIRECTOR'S CIRCLE: FAMILY PHILANTHROPY EDUCATION | $25,000 | |
| USC - CLASSICAL KUSC RADIO | ||||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 900890001 | NONE | PUBLIC CHARITIES | GENERAL OPERATING SUPPORT FOR KUSC | $15,000 | |
| USC - FLORA L THORNTON SCHOOL OF MUSIC | ||||||||
| 840 WEST 34TH STREET MUS 408 | LOS ANGELES | CA | 900890851 | NONE | PUBLIC CHARITIES | HARLYNE J. NORRIS COMPETITION FUND | $10,000 | |
| USC - FLORA L THORNTON SCHOOL OF MUSIC | ||||||||
| 840 WEST 34TH STREET MUS 408 | LOS ANGELES | CA | 900890851 | NONE | PUBLIC CHARITIES | USC THORNTON COMMUNITY ENGAGEMENT PROGRAM | $24,000 | |
| USC - HEATHER ANNE BARNES ENDOWED SCHOLARSHIP FUND | ||||||||
| 1150 SOUTH OLIVE STREET SUITE 2400 | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITIES | HEATHER ANNE BARNES SCHOLARSHIP FUND | $25,000 | |
| USC - MEN'S CREW | ||||||||
| 1026 WEST 34TH STREET | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITIES | USC MENS ROWING REPAIRS, REPLACEMENTS | $10,000 | |
| USC - TOWN AND GOWN | ||||||||
| 620 W MCCARTHY WAY SUITE 10 | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITIES | TOWN AND GOWN OF USC | $50,000 | |
| USC - VITERBI SCHOOL OF ENGINEERING | ||||||||
| 1150 S OLIVE STREET 17TH FLOOR | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITIES | USC WOMEN IN ENGINEERING PROGRAM | $50,000 | |
| USCNORRIS COMPREHENSIVE CANCER CENTER - NORRIS HEALTHCARE CONSULTATION CENT | ||||||||
| 1441 EASTLAKE AVE | LOS ANGELES | CA | 900891019 | NONE | PUBLIC CHARITIES | CANCER IMMUNOTHERAPIES FOR DIVERSE PATIENTS | $750,000 | |
| WAYFINDER FAMILY SERVICES | ||||||||
| 5300 ANGELES VISTA BLVD | VIEW PARK | CA | 900431648 | NONE | PUBLIC CHARITIES | CHILDREN'S SERVICES | $45,000 | |
| WORKSHOPS FOR WARRIORS | ||||||||
| 2970 MAIN ST | SAN DIEGO | CA | 921133730 | NONE | PUBLIC CHARITIES | ADVANCED MANUFACTURING TRAINING FOR VETERANS | $75,000 | |
| YMCA - KETCHUMDOWNTOWN | ||||||||
| 401 S HOPE STREET | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITIES | YOUTH/FAMILY HEALTH/WELLBEING INITIATIVE | $50,000 | |
| YMCA - SISKIYOU | ||||||||
| 350 N FOOTHILL DR | YREKA | CA | 960972627 | NONE | PUBLIC CHARITIES | SHADE SAILS PROJECT - YMCA | $15,000 | |
| YMCA - WILMINGTON | ||||||||
| 1127 N AVALON BOULEVARD | WILMINGTON | CA | 90744 | NONE | PUBLIC CHARITIES | YMCA DIGITAL EMPOWERMENT LEARNING PODS | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,299,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,399 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,750,743 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,865,698 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,723,868 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,723,868 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| LISA DAWN NORRIS HANSEN TRUST A | |||||||
| 1 | 11 GOLDEN SHORE SUITE 440 | LONG BEACH | CA | 90802 | $801,231 | Yes (X) | |
| LISA DAWN NORRIS HANSEN TRUST A | |||||||
| 2 | 11 GOLDEN SHORE SUITE 440 | LONG BEACH | CA | 90802 | $13,162 | Yes (X) | |
| LISA DAWN NORRIS HANSEN TRUST B | |||||||
| 3 | 11 GOLDEN SHORE SUITE 440 | LONG BEACH | CA | 90802 | $474,481 | Yes (X) | |
| LISA DAWN NORRIS HANSEN TRUST B | |||||||
| 4 | 11 GOLDEN SHORE SUITE 440 | LONG BEACH | CA | 90802 | $13,564 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VARIOUS SECURITIES | $1,680,449 | 2023-06-20 |
| 3 | VARIOUS SECURITIES | $1,251,369 | 2023-06-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $42,300 | Amt |
| Net Investment Income | $29,610 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,690 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990 | WALTER ZANINO AND BECKY ACCORDINO WERE INDIRECTLY COMPENSATED BY THE KENNETH T. AND EILEEN L. NORRIS FOUNDATION DURING THE TAXABLE YEAR AS EMPLOYEES OF KTN ENTERPRISES, INC., THE CORPORATION WHICH PROVIDES MANAGEMENT SERVICES TO THE FOUNDATION. THE AMOUNT OF WALTER ZANINO'S RELATED COMPENSATION FROM THE CORPORATION FOR THE PERIOD OF DECEMBER 1, 2022 THROUGH NOVEMBER 30, 2023 WAS $753,245 AND THE AMOUNT OF BECKY ACCORDINO'S RELATED COMPENSATION FROM THE CORPORATION FOR THE PERIOD OF DECEMBER 1, 2022 THROUGH NOVEMBER 30, 2023 WAS $301,298.THE COMPENSATION PAID DIRECTLY OR INDIRECTLY TO THE TRUSTEES WAS REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION AND WAS NOT EXCESSIVE. THEREFORE, THE PAYMENTS OF COMPENSATION WERE NOT ACTS OF SELF-DEALING WITHIN THE MEANING OF REG. 53-4941(D) - (3)(C). |
| FORM 990 | SEC 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONTHE KENNETH T. AND EILEEN L. NORRIS FOUNDATION11 GOLDEN SHORE, SUITE 450LONG BEACH, CA 90802EMPLOYER INDENTIFICATION NUMBER: 95-6080374FOR THE FISCAL YEAR ENDING NOVEMBER 30, 2023THE KENNETH T. AND EILEEN L. NORRIS FOUNDATION ISMAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDERREG. SEC. 1.263(A)-1(F). |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - CHARLES SCHWAB #9887 | BondNm |
| EOY Book Value | $3,401,667 | EOYBookValueAmt |
| EOYFMV | $3,267,995 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - CHARLES SCHWAB #9887 | StockNm |
| EOY Book Value | $22,482,160 | EOYBookValueAmt |
| EOYFMV | $163,247,972 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,473,237 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,465,797 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS - CHARLES SCHWAB #9887 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $75,016,791 | BookValueAmt |
| EOYFMV | $115,525,645 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $56,322 | $56,322 | $0 |
| LEASEHOLD IMPROVEMENTS | $8,708 | $8,708 | $0 |
| LEASEHOLD IMPROVEMENTS | $857 | $857 | $0 |
| FURNITURE & FIXTURES | $16,753 | $16,753 | $0 |
| PAINTINGS | $754 | $0 | $754 |
| COMPUTER SOFTWARE | $13,000 | $13,000 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $480 | LegalFeesAmt |
| Net Investment Income | $336 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $144 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $2,071 | BOYBookValueAmt |
| EOY Book Value | $2,071 | EOYBookValueAmt |
| EOYFMV | $2,071 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL OF UNPAID GRANTS 11/30/23 | Desc |
| Amt | $13,612,635 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE | $1,384,767 | $267,402 | $1,117,365 |
| PARKING | $1,740 | $870 | $870 |
| INSURANCE | $6,602 | $0 | $6,602 |
| OFFICE SUPPLIES | $591 | $295 | $296 |
| MISCELLANEOUS | $2,517 | $2,014 | $503 |
| CONTRIBUTION-NONDEDUCTABLE | $1,000 | $0 | $1,000 |
| REPAIRS & MAINTENANCE | $10,530 | $0 | $10,530 |
| WEBSITE | $315 | $0 | $315 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $28 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVERSAL OF ACCRUAL OF UNPAID GRANTS AT 11/30/22 | Desc |
| Amt | $14,126,699 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $253,512 | Amt |
| Net Investment Income | $253,512 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERSONAL PROPERTY TAXES | $202 | $20 | $182 |
| FEDERAL EXCISE TAX | $224,498 | $0 | $0 |
| FOREIGN TAX | $414 | $414 | $0 |