COTSEN FOUNDATION FOR THE ART OF TEACHING: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COTSEN FOUNDATION FOR THE ART OF TEACHING (EIN 95-3953038)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202441359349100234
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T07:25:32-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953953038 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COTSEN FOUNDATION FOR THE ART | BusinessNameLine1Txt |
| Business Name Line2 | OF TEACHING | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COTS | BusinessNameControlTxt |
| Phone | 3108260504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12100 WILSHIRE BOULEVARD 520 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAMYAB HASHEMI-NEJAD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3108260504 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAMYAB | PersonFirstNm |
| Person Last | HASHEMI-NEJAD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2024-05-08 | PreparationDt |
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 | $259,058,588 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,536,409 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $61,856 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61,856 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,745,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,745,624 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,089,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,279,860 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,205,543 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $365,358 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,666,829 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,798,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,346,194 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $926,795 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $210,663 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $716,132 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,618,163 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $119,343 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,498,820 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $590,073 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $61,264 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $528,810 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,899 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,899 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $72,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,730 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,920 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $760,499 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $735,415 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,084 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $39,077 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $415,859 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $124,758 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $291,101 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $45,696 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $45,696 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,024,741 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,229 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,977,512 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,527,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,327,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,114,974 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,905,084 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,262,409 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,432,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,327,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,377,383 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,365,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,018,792 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000 | CashBOYAmt |
| Cash EOY | $1,000 | CashEOYAmt |
| Cash EOYFMV | $1,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,941,676 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,943,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,943,422 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $162,459 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $423,657 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $423,657 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $119,989,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $132,334,494 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $132,334,494 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $44,274,173 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $54,390,920 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $54,390,920 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $70,412,865 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $64,419,134 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $64,419,134 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $379,092 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,556 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,985 | LandBOYAmt |
| Land EOY | $326,536 | LandEOYAmt |
| Land EOYFMV | $326,536 | LandEOYFMVAmt |
| Other Assets BOY | $411,802 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,219,425 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,219,425 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $241,202,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $259,058,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $259,058,588 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $447,829 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $467,281 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,232,109 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,959,068 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,356,744 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,195,953 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,036,682 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,622,302 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $236,165,491 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $251,436,286 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $236,165,491 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $251,436,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $241,202,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $259,058,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $236,165,491 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,365,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,905,007 | OtherIncreasesAmt |
| Subtotal | $251,436,286 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $251,436,286 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-07-01 | 2023-06-30 | $74,279,860 | $71,845,135 | $2,434,725 | $2,434,725 | |
| ACACIA LP | 2018-04-01 | 2022-12-31 | -$11,484 | -$11,484 | D | ||
| BAUPOST VALUE PARTNERS I, LP | 2018-04-01 | 2022-12-31 | $40,567 | $40,567 | D | ||
| BAUPOST VALUE PARTNERS II, LP | 2018-04-01 | 2022-12-31 | $24,386 | $24,386 | D | ||
| KAYNE ANDERSON ENERGY FUND VI, L.P. | 2018-04-01 | 2022-12-31 | $481,461 | $481,461 | D | ||
| KAYNE ANDERSON ENERGY FUND VII, L.P. | 2018-04-01 | 2022-12-31 | -$1,888 | -$1,888 | D | ||
| KAYNE ANDERSON REAL ESTATE PARTNERS III LP | 2018-04-01 | 2022-12-31 | $10,114 | $10,114 | D | ||
| KAYNE CREDIT OPPORTUNITIES FUND, L.P. | 2018-04-01 | 2022-12-31 | $1,318,689 | $1,318,689 | D | ||
| KAYNE PARTNERS FUND, LP | 2018-04-01 | 2022-12-31 | $7,139 | $7,139 | D | ||
| KAYNE PARTNERS FUND II, LP | 2018-04-01 | 2022-12-31 | -$205,191 | -$205,191 | D | ||
| KAYNE PARTNERS FUND III, LP | 2018-04-01 | 2022-12-31 | -$72,616 | -$72,616 | D | ||
| KOHLBERG INVESTORS IV, LP | 2018-04-01 | 2022-12-31 | -$40,740 | -$40,740 | D | ||
| ISRAEL INDUSTRIAL RESOURCES FUND (FINAL) | 2018-04-01 | 2022-12-31 | -$15,988 | -$15,988 | D | ||
| ACACIA LP | 2018-04-01 | 2022-12-31 | $21,060 | $21,060 | D | ||
| KAYNE CREDIT OPPORTUNITIES FUND, L.P. | 2018-04-01 | 2022-12-31 | $963,361 | $963,361 | D | ||
| KAYNE PARTNERS FUND, LP | 2018-04-01 | 2022-12-31 | $51,320 | $51,320 | D | ||
| KAYNE PARTNERS FUND II, LP | 2018-04-01 | 2022-12-31 | $149,537 | $149,537 | D | ||
| KOHLBERG INVESTORS IV, LP | 2018-04-01 | 2022-12-31 | $50,244 | $50,244 | D | ||
| KAYNE ANDERSON MEZZANINE PARTNERS (QP), L.P. | 2018-04-01 | 2022-12-31 | $847 | $847 | D |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,205,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $97,561 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $97,561 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $97,561 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $123,916 | 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 | $123,916 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,355 | OverpaymentAmt |
| Applied To ES Tax | $26,355 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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.COTSEN.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAMYAB HASHEMI-NEJAD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108260504 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12100 WILSHIRE BLVD SUITE 520 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| BARRY MUNITZ | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | PRESIDENT/CEO | 35.00 | $271,416 | $17,801 | $0 |
| JEROLD HARRIS | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | EXECUTIVE DIRECTOR | 40.00 | $224,586 | $15,381 | $0 |
| KAMYAB HASHEMI-NEJAD | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | CHIEF FINANCIAL OFFICER | 40.00 | $262,394 | $18,916 | $0 |
| JOLIE GODOY | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | CHIEF ADMINISTRATIVE OFFICER | 40.00 | $168,399 | $30,374 | $0 |
| JONATHAN VICTOR | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| STEVEN KOBLIK | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LUCIA LAGUARDA | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| STEVEN LAVINE | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LESLIE LOCKHART | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHARLES STANISH | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JULIE GRAHAM | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | ASSOCIATE DIRECTOR | 40.00 | $156,457 | $29,767 | $0 |
| CINDY BAK | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | SENIOR PROGRAM OFFIC | 40.00 | $119,411 | $23,057 | $0 |
| ALICIA JACKSON | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | SENIOR PROGRAM OFFIC | 40.00 | $119,313 | $20,711 | $0 |
| ANGELA BAE | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | SENIOR PROGRAM OFFIC | 40.00 | $119,284 | $19,175 | $0 |
| KAYCEE LAROZA | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | ACCOUNTING MANAGER | 40.00 | $125,249 | $10,874 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA | |||||
| 2029 CENTURY PARK EAST 39TH FLOOR | LOS ANGELES | CA | 90067 | INVESTMENT ADVISORY | $334,110 |
| GREEN HASSON & JANKS LLP | |||||
| 700 SOUTH FLOWER STREET SUITE 3300 | LOS ANGELES | CA | 90017 | TAX & AUDIT | $72,100 |
| CATHERINE AWSUMB NELSON | |||||
| 2035 RACHEL STREET | SAN LUIS OBISPO | CA | 93401 | CONSULTANT | $62,944 |
| SHARON SUTTON | |||||
| 1111 GALLOWAY STREET | PACIFIC PALISADES | CA | 90272 | CONSULTANT | $57,450 |
| ANGELA CHAN TURROU | |||||
| 3664 TILDEN AVE | LOS ANGELES | CA | 90034 | CONSULTANT | $53,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | 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 | $173,235,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,310,589 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $64,419,134 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $240,965,046 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $240,965,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,614,476 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $237,350,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,867,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,867,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $97,561 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97,561 | TotalTaxAmt |
| Distributable Before Adj | $11,769,968 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,769,968 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,769,968 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,377,383 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,377,383 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,769,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,355 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $38,355 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,377,383 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,377,383 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $38,355 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $38,355 | 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 | $354,230 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LOS ANGELES UNIFIED SCHOOL DISTRICT | ||||||
| 333 S BEAUDRY AVENUE 26TH FLOOR | LOS ANGELES | CA | 90017 | GOV | MENTOR PROGRAM | $1,589,864 |
| BUENA PARK SCHOOL DISTRICT | ||||||
| 6885 ORANGETHORPE AVE | BUENA PARK | CA | 90620 | GOV | MENTOR PROGRAM | $591,829 |
| NORWALK-LA MIRADA UNIFIED SCHOOL DISTRICT | ||||||
| 12820 PIONEER BLVD | NORWALK | CA | 90650 | GOV | MENTOR PROGRAM | $589,604 |
| FULLERTON SCHOOL DISTRICT | ||||||
| 1401 WEST VALENCIA DRIVE | FULLERTON | CA | 92833 | GOV | MENTOR PROGRAM | $549,903 |
| LONG BEACH UNIFIED SCHOOL DISTRICT | ||||||
| 1515 HUGHES WAY | LONG BEACH | CA | 90810 | GOV | MENTOR PROGRAM | $541,456 |
| ROWLAND UNIFIED SCHOOL DISTRICT | ||||||
| 1830 NOGALES ST | ROWLAND HEIGHTS | CA | 91748 | GOV | MENTOR PROGRAM | $386,469 |
| WHITTIER CITY SCHOOL DISTRICT | ||||||
| 7211 S WHITTIER AVENUE | WHITTIER | CA | 90602 | GOV | MENTOR PROGRAM | $336,112 |
| POMONA UNIFIED SCHOOL DISTRICT | ||||||
| 800 S GAREY AVE | POMONA | CA | 91766 | GOV | MENTOR PROGRAM | $298,139 |
| WISEBURN UNIFIED SCHOOL DISTRICT | ||||||
| 201 N DOUGLAS ST | EL SEGUNDO | CA | 90245 | GOV | MENTOR PROGRAM | $196,556 |
| SANTA MONICA-MALIBU UNIFIED SCHOOL DIST | ||||||
| 1651 16TH STREET | SANTA MONICA | CA | 90404 | GOV | MENTOR PROGRAM | $191,203 |
| TUSTIN UNIFIED SCHOOL DISTRICT | ||||||
| 300 SOUTH C STREET | TUSTIN | CA | 92780 | GOV | MENTOR PROGRAM | $187,641 |
| WALNUT VALLEY UNIFIED SCHOOL DISTRICT | ||||||
| 880 S LEMON AVE | WALNUT | CA | 91789 | GOV | MENTOR PROGRAM | $166,944 |
| MONROVIA UNIFIED SCHOOL DISTRICT | ||||||
| 325 EAST HUNTINGTON DRIVE | MONROVIA | CA | 91016 | GOV | MENTOR PROGRAM | $82,672 |
| GRANTS TO TEACHERS | ||||||
| 12100 WILSHIRE BLVD SUITE 905 | LOS ANGELES | CA | 90025 | I | MENTOR PROGRAM | $81,885 |
| CENTRALIA SCHOOL DISTRICT | ||||||
| 6625 LA PALMA AVE | BUENA PARK | CA | 90620 | GOV | MENTOR PROGRAM | $79,788 |
| THE ACME NETWORK | ||||||
| 505 ALTA VISTA AVENUE | SOUTH PASADENA | CA | 91030 | PC | GENERAL SUPPORT | $50,000 |
| LAUREL LEADERSHIP INSTITUTE | ||||||
| 2226 W 26TH PLACE SUITE 3 | LOS ANGELES | CA | 90018 | PC | GENERAL SUPPORT | $40,000 |
| WENDE MUSEUM | ||||||
| 10808 CULVER BLVD | CULVER CITY | CA | 90230 | PC | GENERAL SUPPORT | $30,000 |
| DANCE AND DIALOGUE | ||||||
| 200 S BARRINGTON AVE | LOS ANGELES | CA | 90049 | PC | GENERAL SUPPORT | $20,000 |
| SOCIETY FOR AMERICAN ARCHAEOLOGY | ||||||
| 1990 K STREET NW SUITE 401 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $20,000 |
| FOUNTAIN VALLEY SCHOOL DISTRICT | ||||||
| 10055 SLATER AVE | FOUNTAIN VALLEY | CA | 92708 | GOV | MENTOR PROGRAM | $16,000 |
| GRANTS TO TEACHERS | ||||||
| 12100 WILSHIRE BLVD SUITE 520 | LOS ANGELES | CA | 90025 | I | ALUMNI CONFERENCE GRANT | $15,608 |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | ||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL SUPPORT | $15,000 |
| THE PENNSYLVANIA STATE UNIVERSITY | ||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | GOV | STANISH ENHANCEMENT FUND | $15,000 |
| GO PROJECT INC | ||||||
| 50 COOPER SQUARE 3RD FLOOR | NEW YORK | NY | 10003 | PC | LITERACY + SUMMER PHONICS PROGRAM | $12,000 |
| ROOSEVELT PTA - SANTA MONICA INC | ||||||
| 801 MONTANA AVE | SANTA MONICA | CA | 90403 | GOV | MENTOR PROGRAM | $12,000 |
| EL SEGUNDO UNIFIED SCHOOL DISTRICT | ||||||
| 641 SHELDON STREET | EL SEGUNDO | CA | 90245 | GOV | MENTOR PROGRAM | $10,600 |
| CALIFORNIA COMPETES | ||||||
| 1000 N ALAMEDA ST 240 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $10,000 |
| DALY HSA INC | ||||||
| 36 ROCKWOOD AVE | PORT WASHINGTON | NY | 11050 | PC | GENERAL SUPPORT | $10,000 |
| DOCTORS WITHOUT BORDERS USA | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | PC | GENERAL SUPPORT | $10,000 |
| THE AMERICAN UNIVERSITY OF ROME | ||||||
| PO BOX 841229 | DALLAS | TX | 75284 | PC | SCHOLARSHIPS AND EDUCATIONAL PROGRAMS | $10,000 |
| PLAYA DEL REY ELEMENTARY SCHOOL | ||||||
| 12221 JUNIETTE STREET | CULVER CITY | CA | 90230 | GOV | MENTOR PROGRAM | $9,750 |
| PLAYA VISTA ELEMENTARY SCHOOL | ||||||
| 13150 W BLUFF CREEK DRIVE | PLAYA VISTA | CA | 90094 | GOV | MENTOR PROGRAM | $8,750 |
| LOS ALAMITOS UNIFIED SCHOOL DISTRICT | ||||||
| 10297 BLOOMFIELD STREET | LOS ALAMITOS | CA | 90720 | GOV | MENTOR PROGRAM | $8,000 |
| PORT WASHINGTON UFSD | ||||||
| 100 CAMPUS DRIVE | PORT WASHINGTON | NY | 11050 | PC | SUPPORT FOR JOHN DALY ELEMENTARY SCHOOL | $8,000 |
| CALIFORNIA INSTITUTE OF THE ARTS | ||||||
| 24700 MCBEAN PARKWAY | VALENCIA | CA | 91355 | PC | COMMUNITY ARTS PARTNERSHIP + REDCAT | $7,500 |
| JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION | ||||||
| 90 PARK AVENUE | NEW YORK | NY | 10016 | PC | FELLOWSHIP PROGRAM | $7,500 |
| LOS ANGELES REVIEW OF BOOKS | ||||||
| 6671 W SUNSET BLVD SUITE 1521 | LOS ANGELES | CA | 90028 | PC | GENERAL SUPPORT | $7,500 |
| FUNDS FOR THE BIBLIOTECA INC | ||||||
| 220 N ZAPATA HWY SUITE 11 | LAREDO | TX | 78043 | PC | LITERACY & ART EDUCATION PROGRAMS | $6,000 |
| NYSABE | ||||||
| 726 BROADWAY 5TH FLOOR | NEW YORK | NY | 10003 | PC | 45TH ANNUAL NYSABE CONFERENCE | $5,000 |
| TEACH FOR AMERICA | ||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $5,000 |
| THE HUNTINGTON LIBRARY | ||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | PC | GENERAL SUPPORT | $5,000 |
| USF FOUNDATION INC | ||||||
| 4202 E FOWLER AVE CPR107 | TAMPA | FL | 33620 | PC | BLACK CEMETERY NETWORK FUND | $5,000 |
| 3RD STREET ELEMENTARY SCHOOL | ||||||
| 201 S JUNE STREET | LOS ANGELES | CA | 90004 | GOV | MENTOR PROGRAM | $4,866 |
| ATWATER AVENUE ELEMENTARY SCHOOL | ||||||
| 3271 SILVER LAKE BLVD | LOS ANGELES | CA | 91030 | GOV | MENTOR PROGRAM | $2,000 |
| COWAN AVENUE ELEMENTARY SCHOOL | ||||||
| 7615 COWAN AVENUE | LOS ANGELES | CA | 90043 | GOV | MENTOR PROGRAM | $2,000 |
| HARLEM STAGE | ||||||
| 150 COVENT AVE | NEW YORK | NY | 10031 | PC | GENERAL SUPPORT | $1,500 |
| LAWNDALE ELEMENTARY SCHOOL DISTRICT | ||||||
| 4161 W 147TH STREET | LAWNDALE | CA | 90260 | GOV | MENTOR PROGRAM | $1,500 |
| HARRY BRIDGES SPAN SCHOOL | ||||||
| 1235 BROAD AVENUE | WILMINGTON | CA | 90744 | GOV | MENTOR PROGRAM | $1,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,262,409 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LOS ANGELES UNIFIED SCHOOL DISTRICT | ||||||
| 333 S BEAUDRY AVENUE 26TH FLOOR | LOS ANGELES | CA | 90017 | GOV | MENTOR PROGRAM | $756,276 |
| LONG BEACH UNIFIED SCHOOL DISTRICT | ||||||
| 1515 HUGHES WAY | LONG BEACH | CA | 90810 | GOV | MENTOR PROGRAM | $422,588 |
| NORWALK-LA MIRADA UNIFIED SCHOOL DISTRICT | ||||||
| 12820 PIONEER BLVD | NORWALK | CA | 90650 | GOV | MENTOR PROGRAM | $385,010 |
| SANTA MONICA-MALIBU UNIFIED SCHOOL DIST | ||||||
| 1651 16TH STREET | SANTA MONICA | CA | 90404 | GOV | MENTOR PROGRAM | $373,171 |
| BUENA PARK SCHOOL DISTRICT | ||||||
| 6885 ORANGETHORPE AVE | BUENA PARK | CA | 90620 | GOV | MENTOR PROGRAM | $321,722 |
| CENTRALIA SCHOOL DISTRICT | ||||||
| 6625 LA PALMA AVE | BUENA PARK | CA | 90620 | GOV | MENTOR PROGRAM | $274,356 |
| FULLERTON SCHOOL DISTRICT | ||||||
| 1401 WEST VALENCIA DRIVE | FULLERTON | CA | 92833 | GOV | MENTOR PROGRAM | $268,796 |
| WHITTIER CITY SCHOOL DISTRICT | ||||||
| 7211 S WHITTIER AVENUE | WHITTIER | CA | 90602 | GOV | MENTOR PROGRAM | $206,320 |
| POMONA UNIFIED SCHOOL DISTRICT | ||||||
| 800 S GAREY AVE | POMONA | CA | 91766 | GOV | MENTOR PROGRAM | $204,802 |
| TUSTIN UNIFIED SCHOOL DISTRICT | ||||||
| 300 SOUTH C STREET | TUSTIN | CA | 92780 | GOV | MENTOR PROGRAM | $194,113 |
| ROWLAND UNIFIED SCHOOL DISTRICT | ||||||
| 1830 NOGALES ST | ROWLAND HEIGHTS | CA | 91748 | GOV | MENTOR PROGRAM | $193,409 |
| WALNUT VALLEY UNIFIED SCHOOL DISTRICT | ||||||
| 880 S LEMON AVE | WALNUT | CA | 91789 | GOV | MENTOR PROGRAM | $174,725 |
| WISEBURN UNIFIED SCHOOL DISTRICT | ||||||
| 201 N DOUGLAS ST | EL SEGUNDO | CA | 90245 | GOV | MENTOR PROGRAM | $108,874 |
| MONROVIA UNIFIED SCHOOL DISTRICT | ||||||
| 325 EAST HUNTINGTON DRIVE | MONROVIA | CA | 91016 | GOV | MENTOR PROGRAM | $62,407 |
| GRANTS TO TEACHERS | ||||||
| 12100 WILSHIRE BLVD SUITE 905 | LOS ANGELES | CA | 90025 | I | MENTOR PROGRAM | $12,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,959,068 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $61,856 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,745,624 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $365,358 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,089,487 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,262,325 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,262,325 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARGIT SPERLING COTSEN TRUST OF 1994 | ||||||
| 1 | 12100 WILSHIRE BLVD SUITE 520 | LOS ANGELES | CA | 90025 | $10,475,965 | Yes (X) |
| MARGIT COTSEN MARITAL TRUST UNDER COTSEN 1985 TRUST | ||||||
| 2 | 12100 WILSHIRE BLVD SUITE 520 | LOS ANGELES | CA | 90025 | $2,358,252 | Yes (X) |
| MILTON SPERLING TRUST OF 1979 - FUND A | ||||||
| 3 | 12100 WILSHIRE BLVD SUITE 520 | LOS ANGELES | CA | 90025 | $650,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $72,100 | Amt |
| Net Investment Income | $28,730 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,920 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,158,299 SHARES BLACKROCK HIGHYIELD BOND CLASSK | $8,441,620 | $8,441,620 |
| 299,505 SHARES DODGE & COX INCOME FUND | $2,363,584 | $2,363,584 |
| 318,975 SHARES DOUBLELINE TOTAL RETURN BOND | $3,450,032 | $3,450,032 |
| 64,748 SHARES ISHARES 7-10 YEAR TREASURY BOND | $6,254,657 | $6,254,657 |
| 575,176 SHARES JPM MANAGED INCOME FUND | $3,286,693 | $3,286,693 |
| 389,315 SHARES PIMCO TOTAL RETURN FUND | $3,305,283 | $3,305,283 |
| 128,373 SHARES SCHWAB U.S. TIPS ETF | $4,750,735 | $4,750,735 |
| 964,480 SHARES VANGUARD TOTAL BOND MARKET FUND | $22,538,316 | $22,538,316 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 208,277 SHARES FIDELITY 500 INDEX FUND | $44,379,054 | $44,379,054 |
| 443,504 SHARES FIDELITY INT'L. INDEX FUND | $13,445,211 | $13,445,211 |
| 51,081 SHARES HEALTH CARE SELECT SECTOR | $4,040,168 | $4,040,168 |
| 24,163 SHARES INVESCO QQQ TRUST | $8,676,937 | $8,676,937 |
| 9,912 SHARES ISHARES BIOTECHNOLOGY ETF | $1,258,428 | $1,258,428 |
| 117,718 SHARES ISHARES CORE MSCI EMERGING MKTS | $7,848,890 | $7,848,890 |
| 40,529 SHARES S&P MID-CAP ETF | $9,673,976 | $9,673,976 |
| 36,943 SHARES ISHARES GLOBAL INFRASTRUCTURE | $1,734,474 | $1,734,474 |
| 49,754 SHARES ISHARES MSCI CANADA ETF | $1,740,892 | $1,740,892 |
| 71,370 SHARES ISHARES MSCI CHINA NEW | $3,193,094 | $3,193,094 |
| 77,561 SHARES ISHARES MSCI JAPAN NEW | $5,505,262 | $5,505,262 |
| 202,019 SHARES OAKMARK INTERNATIONAL | $3,297,375 | $3,297,375 |
| 176,422 SHARES PARNASSUS CORE EQUITY | $8,708,820 | $8,708,820 |
| 77,561 SHARES T ROWE PRICE NEW ASIA FUND | $1,934,859 | $1,934,859 |
| 15,721 SHARES VANECK OIL SERVICES ETF | $2,900,734 | $2,900,734 |
| 67,779 SHARES VANECK VECTORS GOLD MINERS | $2,347,406 | $2,347,406 |
| 20,668 SHARES VANGUARD FTSE EUROPE ETF | $4,221,823 | $4,221,823 |
| 53,246 SHARES ISHARES GOLD TRUST | $3,038,128 | $3,038,128 |
| 378,736 SHARES PIMCO COMMODITIESPLUS FUND | $2,081,252 | $2,081,252 |
| 41,528 SHARES ISHARES COHEN & STEERS REIT | $2,307,711 | $2,307,711 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (37 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HPS OFFSHORE SIP V EUROPE | FMV | $1,272,027 | $1,272,027 |
| MIDOCEAN PARTNERS VI, LP | FMV | $492,668 | $492,668 |
| ACACIA PARTNERS, LP | FMV | $25,594 | $25,594 |
| ALTARIS HEALTH INV OFFSHORE, LP | FMV | $1,849,300 | $1,849,300 |
| ANTARA CAPITAL OFFSHORE FUND | FMV | $1,255,398 | $1,255,398 |
| ASF VIII PRIVATE INV. OFFSHORE | FMV | $3,318,651 | $3,318,651 |
| BAUPOST VALUE PARTNERS I, LP | FMV | $1,245,511 | $1,245,511 |
| BAUPOST VALUE PARTNERS II, LP | FMV | $1,569,119 | $1,569,119 |
| BLACKROCK EMERGING FRONTIERS FUND | FMV | $2,881,897 | $2,881,897 |
| BLACKSTONE GROWTH I OFFSHORE | FMV | $3,602,378 | $3,602,378 |
| BREVAN HOWARD FUND LIMITED CLASS I | FMV | $2,517,471 | $2,517,471 |
| COATUE GROWTH V OFFSHORE FUND | FMV | $2,221,307 | $2,221,307 |
| EQT INFRASTRUCTURE V OFFSHORE | FMV | $2,334,915 | $2,334,915 |
| HIGHBRIDGE TACTICAL CREDIT FUND | FMV | $3,094,583 | $3,094,583 |
| HPS CORE SENIOR OFFSHORE FUND | FMV | $3,490,353 | $3,490,353 |
| KA ENERGY FUND VI, LP | FMV | $1,619,747 | $1,619,747 |
| KA ENERGY FUND VII, LP | FMV | $8,125,482 | $8,125,482 |
| KA MEZZANINE PARTNERS (QP), LP | FMV | $34,932 | $34,932 |
| KAYNE CREDIT OPPORTUNITIES FUND | FMV | $546,276 | $546,276 |
| KA REAL ESTATE PARTNERS III, LP | FMV | $122,189 | $122,189 |
| KA REAL ESTATE PARTNERS IV, LP | FMV | $3,245,179 | $3,245,179 |
| KA-TP V, LLC | FMV | $589,737 | $589,737 |
| KAYNE PARTNERS FUND, LP | FMV | $49,978 | $49,978 |
| KAYNE PARTNERS FUND III, LP | FMV | $2,615,924 | $2,615,924 |
| KAYNE SENIOR CREDIT II FUND, LP | FMV | $253,096 | $253,096 |
| MAGNETAR PRA FUND LTD SERIES D - NEW | FMV | $2,824,273 | $2,824,273 |
| MARINER ATLANTIC, LTD. CLASS N | FMV | $3,291,621 | $3,291,621 |
| REDMILE CAPITAL OFFSHORE FUND, LTD. | FMV | $1,430,443 | $1,430,443 |
| SCULPTOR II PRIVATE INV OFFSHORE | FMV | $3,449,368 | $3,449,368 |
| SCULPTOR REAL ESTATE FUND IV | FMV | $1,349,347 | $1,349,347 |
| SPO PARTNERS LIQUIDATING TRUST | FMV | $9,118 | $9,118 |
| STARWOOD DISTRESSED OPPORTUNITY FUND XII | FMV | $681,555 | $681,555 |
| YORK CREDIT OPPORTUNITY | FMV | $909,348 | $909,348 |
| VP DISLOCATION OFFSHORE, LP | FMV | $6,041 | $6,041 |
| WARBURG PINCUS GLOBAL GROWTH, LP | FMV | $1,037,074 | $1,037,074 |
| VP DISLOCATION II OFFSHORE, LP | FMV | $913,816 | $913,816 |
| BLACKSTONE REAL ESTATE X, L.P. | FMV | $143,418 | $143,418 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE AND FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $379,092 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $52,556 | AccumulatedDepreciationAmt |
| Book Value | $326,536 | BookValueAmt |
| EOYFMV | $326,536 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,899 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,899 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $39,376 | $23,215 | $23,215 |
| ACCRUED INCOME | $234,607 | $187,692 | $187,692 |
| OTHER ASSETS | $137,819 | $137,819 | $137,819 |
| NET ROU ASSETS | $0 | $870,699 | $870,699 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $50,109 | $15,033 | $35,076 |
| INSURANCE | $33,670 | $10,101 | $23,569 |
| MENTOR & FELLOW TRAINING | $1,119,778 | $0 | $1,119,778 |
| PRINCIPAL WORK | $102,478 | $0 | $102,478 |
| ALUMNI WORK | $427,564 | $0 | $427,564 |
| STRATEGIC INITIATIVES | $40,203 | $0 | $40,203 |
| OFFICE EXPENSES | $19,838 | $5,951 | $13,887 |
| REPAIR & MAINTENANCE | $36,196 | $10,859 | $25,337 |
| PROGRAM DEVELOPMENT | $94,170 | $0 | $94,170 |
| OFFICE EQUIPMENT & FURNISHING | $17,616 | $5,285 | $12,331 |
| PARENT ENGAGEMENT | $45,569 | $0 | $45,569 |
| DONATED ART | $5,900 | $0 | $5,900 |
| INQUIRY STIPENDS | $31,650 | $0 | $31,650 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (19 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ACACIA LP | -$300 | ||
| BAUPOST VALUE PARTNERS I, LP | $72,617 | ||
| BAUPOST VALUE PARTNERS II, LP | $126,961 | ||
| HPS CORE SENIOR LENDING OFFSHORE FUND II, L.P. | $261,013 | ||
| ISRAEL INDUSTRIAL RESOURCES FUND | -$120 | ||
| KA TP V, LP | -$51,477 | ||
| KAYNE ANDERSON ENERGY FUND IV (QP), L.P. | -$5,296 | ||
| KAYNE ANDERSON ENERGY FUND VI, L.P. | -$1,264,791 | ||
| KAYNE ANDERSON ENERGY FUND VII, L.P. | -$92,380 | ||
| KAYNE ANDERSON MEZZANINE PARTNERS (QP), L.P. | -$847 | ||
| KAYNE ANDERSON REAL ESTATE PARTNERS III LP | $746 | ||
| KAYNE ANDERSON REAL ESTATE PARTNERS IV LP | -$2,414 | ||
| KAYNE CREDIT OPPORTUNITIES FUND, L.P. | -$582,278 | ||
| KAYNE PARTNERS FUND, LP | -$8,753 | ||
| KAYNE PARTNERS FUND II, LP | -$180,864 | ||
| KAYNE PARTNERS FUND III, LP | -$37,028 | ||
| KOHLBERG INVESTORS IV, LP | -$578 | ||
| SCULPTOR REAL ESTATE IV PRIVATE INVESTORS | -$4,285 | ||
| OTHER INVESTMENT INCOME | $103,245 | $365,358 | $365,358 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $7,905,007 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| INVESTMENT INTEREST PAYABLE | $2,220,181 | $1,809,223 |
| DEFERRED TAX LIABILITY | $136,563 | $240,728 |
| LEASE LIABILITY | $0 | $1,141,548 |
| FSA LIABILITY | $0 | $4,454 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $735,415 | $735,415 | $0 |
| PAYROLL FEES | $1,084 | $0 | $1,084 |
| OTHER PROFESSIONAL FEES | $24,000 | $0 | $24,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE & UBI TAXES | $18,456 | $0 | $0 |
| STATE TAXES | $12,004 | $0 | $0 |
| FILING FEES | $500 | $0 | $0 |