OTIS BOOTH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OTIS BOOTH FOUNDATION (EIN 95-6140019)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-10-12
- IRS object ID
- 202412869349100001
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2024-10-12T01:50:46-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SOUTH GRAND AVENUE STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | 956140019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OTIS BOOTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OTIS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN A BOOTH | PersonNm |
| Person Title | PRESIDENT & TTEE | PersonTitleTxt |
| Phone | 3104712575 | PhoneNum |
| Signature | 2024-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY M WYLIE | PreparerPersonNm |
| PTIN | P00241767 | PTIN |
| Phone | 2135932300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $196,999,637 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $312 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $312 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,988,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,747,703 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,623,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,077,016 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,545,020 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,024 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $221,490 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,613,846 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,514,525 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $220,126 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $110,063 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $110,063 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $662,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $662,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $253,154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $575 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,944 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $154,540 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,472 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,141,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $927,503 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $113,110 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,525,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,485,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,666,299 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $927,503 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,598,110 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,947,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,587,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,438,285 | CashBOYAmt |
| Cash EOY | $5,413,136 | CashEOYAmt |
| Cash EOYFMV | $5,413,136 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $81,001 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $74,182 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $74,182 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $143,986,275 | CorporateStockBOYAmt |
| Corporate Stock EOY | $143,713,458 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $143,713,458 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $46,183,362 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,774,488 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,774,488 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,373 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24,373 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $192,688,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $196,999,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $196,999,637 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $9,959,825 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,000,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,321,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,352,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,280,825 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,352,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $181,408,098 | CapitalStockBOYAmt |
| Capital Stock EOY | $190,647,637 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $181,408,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $190,647,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $192,688,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $196,999,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $181,408,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,947,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,291,992 | OtherIncreasesAmt |
| Subtotal | $190,647,637 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $190,647,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-12-01 | 2023-11-30 | $13,311,417 | $2,435,958 | $10,875,459 | $10,875,459 | |
| K-1 BLACKSTONE TACTICAL OPPORTUNITIES FUND (CAYMAN) LP - LTCG | 2022-12-01 | 2023-11-30 | $14,415 | $14,415 | $14,415 | P | |
| K-1 COATUE FINTECH FUND I LP - STCG | 2022-12-01 | 2023-11-30 | $352,644 | -$352,644 | -$352,644 | P | |
| K-1 COATUE FINTECH FUND I LP - LTCG | 2022-12-01 | 2023-11-30 | $743,394 | -$743,394 | -$743,394 | P | |
| FIDELITY - LT CAP GAIN DISTRIBUTIONS | 2022-12-01 | 2023-11-30 | $748,081 | $748,081 | $748,081 | ||
| COATUE FINTECH FUND I LP - SEC. 1256 | 2022-12-01 | 2023-11-30 | $3,103 | $3,103 | $3,103 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,545,020 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $188,860 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $188,860 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $188,860 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $223,276 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $65,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $288,276 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $99,416 | OverpaymentAmt |
| Applied To ES Tax | $99,416 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LYNN A BOOTH | IndividualWithBooksNm |
| Phone | 3104712575 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO RD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LYNN A BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | PRESIDENT & TTEE | 4.00 | $0 | $0 | $0 |
| PALMER N MURRAY | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, TREAS., ASSIST. SEC & | 4.00 | $0 | $0 | $0 |
| LOREN BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, SEC. & TTEE | 3.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOURDMURRAY | |||||
| 10900 WILSHIRE BLVD SUITE 500 | LOS ANGELES | CA | 90024 | INVESTMENT ADVISORY SERVICES | $669,045 |
| ANDERSEN TAX LLC | |||||
| 350 S GRAND AVE SUITE 2000 | LOS ANGELES | CA | 90071 | TAX & ACCOUNTING | $200,176 |
| 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 | $135,712,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,538,820 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $45,871,550 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $190,123,133 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $190,123,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,851,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $187,271,286 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,363,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,363,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $188,860 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,226 | IncomeTaxAmt |
| Total Tax | $194,086 | TotalTaxAmt |
| Distributable Before Adj | $9,169,478 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,169,478 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,169,478 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,598,110 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,598,110 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,169,478 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,535,881 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,442,160 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,452,193 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,551,312 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,981,546 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,598,110 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,169,478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,428,632 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,410,178 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,535,881 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,874,297 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,442,160 | ExcessFromYear3Amt |
| Excess From Year2 | $6,452,193 | ExcessFromYear2Amt |
| Excess From Year1 | $6,551,312 | ExcessFromYear1Amt |
| Excess From Current Year | $3,428,632 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (153 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| A SENSE OF HOME | ||||||||
| 3457 WEST EL SEGUNDO BOULEVARD UNIT | A | HAWTHORNE | CA | 90250 | N/A | PC | TO SUPPORT PREVIOUS FOSTER CHILDREN UPON REACHING ADULT AGE. | $14,000 |
| ADAPT COMMUNITY NETWORK INC | ||||||||
| 80 MAIDEN LANE 8TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | TO SUPPORT NEW YORKERS LIVING WITH SPECIAL NEEDS AND CHALLENGES. | $2,500 | |
| ALL SAINTS' CHURCH | ||||||||
| 504 NORTH CAMDEN DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PC | TO SUPPORT THE OUTREACH AND ASSISTANCE IN THE COMMUNITY. | $200,000 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | N/A | PC | TO SUPPORT ALZHEIMER'S DRUG RESEARCH. | $5,000 | |
| ANGELS IN FUR DOG RESCUE | ||||||||
| 18039 CHATSWORTH STREET | GRANADA HILLS | CA | 91344 | N/A | PC | TO SUPPORT THIS DOG RESCUE ORGANIZATION DEDICATED TO RESCUING, REHABILITATING, AND RESTORING DOGS TO LOVING HOMES. | $10,000 | |
| ASPCA | ||||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | N/A | PC | TO SUPPORT SAVING ANIMALS IN THE LOS ANGELES AREA. | $25,000 | |
| ASPEN VALLEY HOSPITAL FOUNDATION | ||||||||
| 0401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | N/A | PC | TO SUPPORT PHILANTHROPIC EFFORTS FOR THE ASPEN VALLEY HOSPITAL. | $10,000 | |
| ASPEN VALLEY HOSPITAL FOUNDATION | ||||||||
| 0401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | N/A | PC | TO SUPPORT PHILANTHROPIC EFFORTS FOR THE ASPEN VALLEY HOSPITAL. | $50,000 | |
| ASPEN VALLEY HOSPITAL FOUNDATION | ||||||||
| 0401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | N/A | PC | TO SUPPORT PHILANTHROPIC EFFORTS FOR THE ASPEN VALLEY HOSPITAL. | $1,000 | |
| ASPEN VALLEY SKI & SNOWBOARD CLUB | ||||||||
| 300 AVSC DRIVE | ASPEN | CO | 81611 | N/A | PC | TO SUPPORT THE ORGANIZATION WHICH PROVIDES INSTRUCTION AND PROGRAMS FOR YOUTH IN THE ASPEN VALLEY. | $50,000 | |
| BABY2BABY | ||||||||
| 5830 WEST JEFFERSON BOULEVARD | LOS ANGELES | CA | 90016 | N/A | PC | TO SUPPORT MAUI WILDFIRES RELIEF EFFORTS. | $10,000 | |
| BALLET SUN VALLEY | ||||||||
| PO BOX 555 | SUN VALLEY | ID | 83353 | N/A | PC | TO SUPPORT BALLET SUN VALLEY, A NON-PROFIT ORGANIZATION DEDICATED TO BRINGING THE WORLDS MOST CELEBRATED BALLET COMPANIES AND DANCERS TO THE SUN VALLEY AREA. ITS MISSION IS TO ENSURE THAT INTERNATIONAL BALLET IS AN ANNUAL ADDITION TO THE RICH CULTURAL OFFERINGS OF THIS SPECIAL COMMUNITY. | $10,000 | |
| BOB WOODRUFF FAMILY FOUNDATION INC | ||||||||
| 1350 BROADWAY SUITE 905 | NEW YORK | NY | 10018 | N/A | PC | TO SUPPORT PHILANTHROPIC EFFORTS FOR VETERANS AND SERVICE MEMBERS. | $32,000 | |
| BOB WOODRUFF FAMILY FOUNDATION INC | ||||||||
| 1350 BROADWAY SUITE 905 | NEW YORK | NY | 10018 | N/A | PC | TO SUPPORT PHILANTHROPIC EFFORTS FOR VETERANS AND SERVICE MEMBERS. | $15,000 | |
| BOYS & GIRLS CLUB OF FRESNO COUNTY | ||||||||
| 540 NORTH AUGUSTA | FRESNO | CA | 93701 | N/A | PC | TO SUPPORT THIS PROGRAM TO ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. | $150,000 | |
| BOYS & GIRLS CLUB OF FRESNO COUNTY | ||||||||
| 540 NORTH AUGUSTA | FRESNO | CA | 93701 | N/A | PC | TO SUPPORT THIS PROGRAM TO ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. | $150,000 | |
| THE BOYS' CLUB OF NEW YORK | ||||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | N/A | PC | TO SUPPORT EMPOWERING YOUNG MEN THROUGH PROGRAMS AND SUPPORT. | $10,000 | |
| THE BOYS' CLUB OF NEW YORK | ||||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | N/A | PC | TO SUPPORT EMPOWERING YOUNG MEN THROUGH PROGRAMS AND SUPPORT. | $5,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL INC | ||||||||
| 116 HUNTINGTON AVENUE | THIRD FLOOR | MA | 02116 | N/A | PC | TO SUPPORT THE DANIEL E. PONTON FUND. | $15,000 | |
| BROWN UNIVERSITY | ||||||||
| 164 ANGELL STREET 2ND FLOOR | PROVIDENCE | RI | 02906 | N/A | PC | TO SUPPORT THE ANNUAL FUND WHICH SERVES THE COMMUNITY, THE NATION, AND THE WORLD BY DISCOVERING, COMMUNICATING, AND PRESERVING KNOWLEDGE AND UNDERSTANDING. | $150,000 | |
| CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION | ||||||||
| PO BOX 479 | SALINAS | CA | 939020479 | N/A | PC | TO SUPPORT THE FOUNDATION COMMITTED TO LEADERSHIP TRAINING AND TRANSFORMATIONAL LEARNING EXPERIENCES WITH FOUR CALIFORNIA UNIVERSITIES: CAL POLY, SAN LUIS OBISPO; CAL POLY, POMONA; CAL STATE UNIVERSITY, FRESNO; THE UNIVERSITY OF CALIFORNIA, DAVIS. | $100,000 | |
| CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION | ||||||||
| PO BOX 479 | SALINAS | CA | 939020479 | N/A | PC | TO SUPPORT THE FOUNDATION COMMITTED TO LEADERSHIP TRAINING AND TRANSFORMATIONAL LEARNING EXPERIENCES WITH FOUR CALIFORNIA UNIVERSITIES: CAL POLY, SAN LUIS OBISPO; CAL POLY, POMONA; CAL STATE UNIVERSITY, FRESNO; THE UNIVERSITY OF CALIFORNIA, DAVIS. | $250,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 EAST CALIFORNIA BOULEVARD MC | 204-31 | PASADENA | CA | 91125 | N/A | PC | TO SUPPORT ADVANCEMENT IN SCIENCE AND ENGINEERING. | $50,000 |
| CENTER THEATRE GROUP OF LOS ANGELES | ||||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT THE ARTS EDUCATION PROGRAM WHICH PROVIDES ENRICHMENT THROUGH THE EXPRESSION OF DANCE. | $20,000 | |
| CENTER THEATRE GROUP OF LOS ANGELES | ||||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT THE ARTS EDUCATION PROGRAM WHICH PROVIDES ENRICHMENT THROUGH THE EXPRESSION OF DANCE. | $15,000 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 717 FIFTH AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | TO SUPPORT THE WOMEN'S COMMITTEE. | $25,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES - INSTITUTE OF NURSING & INTERPROFESSIONAL | ||||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | N/A | PC | TO SUPPORT PHYSICIANS/SCIENTISTS RESEARCH INTO DISEASES & DISORDERS PRIMARILY AFFECTING CHILDREN. | $50,000 | |
| THE CHURCH OF BETHESDA-BY-THE-SEA EPISCOPAL CHURCH | ||||||||
| 141 SOUTH COUNTY ROAD | PALM BEACH | FL | 33480 | N/A | PC | TO SUPPORT EXPERIENCING THE PRESENCE OF GOD THROUGH CHRIST'S TEACHINGS; THROUGH SERVICE, MINISTRY, AND EDUCATION. | $10,000 | |
| CITY YEAR LOS ANGELES | ||||||||
| 606 SOUTH OLIVE STREET 2ND FLOOR | LOS ANGELES | CA | 90014 | N/A | PC | TO SUPPORT CITY YEAR MEMBERS WHO PROVIDE TUTORING, ASSISTANCE, AND SUPPORT TO THE STUDENTS OF THE LOS ANGELES SCHOOLS. | $50,000 | |
| CLASSICAL CALIFORNIA KUSC - USC | ||||||||
| 1149 SOUTH HILL STREET SUITE H100 | LOS ANGELES | CA | 90015 | N/A | PC | TO SUPPORT COMMUNITY ENGAGEMENT AND TALENT TRAINING INITIATIVES IN PUBLIC SCHOOL CHILDREN, WHO WOULDN'T OTHERWISE BE EXPOSED THE CLASSICAL MUSICAL ARTFORM. | $15,000 | |
| THE COLLEAGUES | ||||||||
| 3312 PICO BOULEVARD | SANTA MONICA | CA | 90405 | N/A | PC | TO SUPPORT OF THE CHILDREN'S INSTITUTE INC. AND THE PROGRAMS THEY PROVIDE TO NEEDY FAMILIES. | $25,000 | |
| THE COLLEAGUES | ||||||||
| 3312 PICO BOULEVARD | SANTA MONICA | CA | 90405 | N/A | PC | TO SUPPORT OF THE CHILDREN'S INSTITUTE INC. AND THE PROGRAMS THEY PROVIDE TO NEEDY FAMILIES. | $50,000 | |
| THE COLLEAGUES | ||||||||
| 3312 PICO BOULEVARD | SANTA MONICA | CA | 90405 | N/A | PC | TO SUPPORT OF THE CHILDREN'S INSTITUTE INC. AND THE PROGRAMS THEY PROVIDE TO NEEDY FAMILIES. | $25,000 | |
| CRANE COUNTRY DAY SCHOOL | ||||||||
| 1795 SAN LEANDRO LANE | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT THE SCHOOL'S PROGRAMS WHICH PROVIDE EXCELLENCE IN EDUCATION. | $50,000 | |
| CRANE COUNTRY DAY SCHOOL | ||||||||
| 1795 SAN LEANDRO LANE | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT THE SCHOOL'S PROGRAMS WHICH PROVIDE EXCELLENCE IN EDUCATION. | $100,000 | |
| CRANE COUNTRY DAY SCHOOL | ||||||||
| 1795 SAN LEANDRO LANE | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT THE SCHOOL'S PROGRAMS WHICH PROVIDE EXCELLENCE IN EDUCATION. | $5,000 | |
| CURTIS SCHOOL | ||||||||
| 15871 MULHOLLAND DRIVE | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT THE DEVELOPMENT OF A SOUND MIND, SOUND BODY, AND A COMPASSIONATE HEART IN EVERY CHILD. | $25,000 | |
| DOGS TRUST USA INC | ||||||||
| 1350 AVENUE OF THE AMERICAS FLOOR 2 | SUITE 266 | NEW YORK | NY | 10019 | N/A | PC | TO HELP AS MANY DOGS AS POSSIBLE IN THE UNITED STATES TO FIND LOVING HOMES, AND TO LIVE HAPPY AND HEALTHY LIVES. | $25,000 |
| ECHOES OF HOPE | ||||||||
| 300 NORTH CONTINENTAL BOULEVARD | SUITE 622 | EL SEGUNDO | CA | 90245 | N/A | PC | TO SUPPORT THE AID OF CHILDREN, TEENS, AND AT RISK YOUTH. | $5,000 |
| EISENHOWER MEDICAL CENTER | ||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | N/A | PC | TO SUPPORT THE CARDIOVASCULAR CAMPAIGN. | $100,000 | |
| ENTERTAINMENT INDUSTRY FOUNDATION | ||||||||
| 10880 WILSHIRE BOULEVARD SUITE 1400 | LOS ANGELES | CA | 90024 | N/A | PC | TO SUPPORT THE I AM A VOTER CAMPAIGN. | $100,000 | |
| EQUINE ADVOCATES INC | ||||||||
| 3212 STATE ROUTE 66 | VALATIE | NY | 12184 | N/A | PC | TO SUPPORT THE RESCUE, PROTECTION, AND PREVENTION OF THE ABUSE OF HORSES. | $50,000 | |
| EQUUS FOUNDATION INC | ||||||||
| 168 LONG LOTS ROAD | WESTPORT | CT | 06880 | N/A | PC | TO SUPPORT PROTECTING AMERICA'S HORSES FROM PERIL. | $25,000 | |
| FOUR WINDS INC | ||||||||
| 286 FOUR WINDS ROAD | DEER HARBOR | WA | 98243 | N/A | PC | TO SUPPORT PROVIDING HEALTH AND MENTAL HEALTH CARE SERVICES FOR CHILDREN, ADOLESCENTS, AND ADULTS. | $25,000 | |
| FRIENDS OF ST BARTHOLOMEW'S ANGLICAN CHURCH INC | ||||||||
| 106 WEST RIVER ROAD | RUMSON | NJ | 07760 | N/A | PC | TO SUPPORT THE MAINTENANCE OF THE CHURCH'S STRUCTURE AND GARDENS, AS WELL AS TO SUPPORT MUSICAL PROGRAMS. | $10,000 | |
| GANNA WALSKA LOTUSLAND | ||||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT THE GARDEN'S PHILOSOPHIES REGARDING ECOLOGY AND PROMOTING THE HEALTH OF THE INDIVIDUAL PLANTS AND THE BOTANIC GARDEN AS A WHOLE. | $50,000 | |
| THE GARDEN CONSERVANCY INC | ||||||||
| 30 NAZARETH WAY | GARRISON | NY | 10524 | N/A | PC | TO SUPPORT THE PRESERVATION AND SHARING OF OUTSTANDING AMERICAN GARDENS FOR THE EDUCATION OF THE PUBLIC IN HONOR OF SUZANNE RHEINSTEIN. | $2,500 | |
| GLOBAL STRAYS INC | ||||||||
| 26 HILL STREET 112 | SOUTHAMPTON | NY | 11968 | N/A | PC | TO HELP REDUCE THE SUFFERING OF ANIMALS IN IMPOVERISHED REGIONS OF LATIN AMERICA. | $50,000 | |
| GOOD PLUS FOUNDATION INC | ||||||||
| 306 WEST 37TH STREET 8TH FLOOR | NEW YORK | NY | 100182488 | N/A | PC | TO SUPPORT THE DISMANTLING OF MULTI-GENERATIONAL POVERTY BY PAIRING TANGIBLE GOODS WITH INNOVATIVE SERVICES. | $15,000 | |
| GRASSROOTS GROCERY | ||||||||
| 185 EAST 85TH STREET APT 21A | NEW YORK | NY | 10028 | N/A | PC | TO SUPPORT THE ORGANIZATION WHICH EXPANDS ACCESS TO HEALTHY FOOD TO NEIGHBORS IN NEED. | $2,500 | |
| HAMPTON CLASSIC HORSE SHOW INC | ||||||||
| 240 SNAKE HOLLOW ROAD | BRIDGEHAMPTON | NY | 11932 | N/A | PC | TO SUPPORT MANY LOCAL NONPROFITS IN THE AREA. | $20,000 | |
| HARVARD-WESTLAKE SCHOOL | ||||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | N/A | PC | TO SUPPORT PROVIDING A USEFUL AND DIVERSE SCHOOL COMMUNITY, UNITED BY THE JOYFUL PURSUIT OF EDUCATION. | $50,000 | |
| HARVARD-WESTLAKE SCHOOL | ||||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | N/A | PC | THIRD OF FOUR ANNUAL INSTALLMENTS TOWARDS A $20 MILLION PLEDGE. | $5,000,000 | |
| HIGHER GROUND LOS ANGELES | ||||||||
| BOB HOPE PATRIOTIC HALL 4TH FLOOR | 1816 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90015 | N/A | PC | TO SUPPORT ENRICHING THE LIVES OF PEOPLE WITH DISABILITIES THROUGH RECREATION, SUPPORT, AND THERAPY. | $50,000 |
| HIGHER GROUND SUN VALLEY | ||||||||
| 520 SOUTH GRAND AVENUE SUITE 370 | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT ENRICHING THE LIVES OF PEOPLE WITH DISABILITIES THROUGH SPORTS AND RECREATION. | $50,000 | |
| HILLSIDES | ||||||||
| 815 COLORADO BOULEVARD SUITE 300 | PASADENA | CA | 90041 | N/A | PC | TO SUPPORT THE NEW CHILDREN'S SWIMMING POOL COMPLEX AND RELATED RECREATIONAL SPORTS PROGRAMS. | $100,000 | |
| HILLSIDES | ||||||||
| 815 COLORADO BOULEVARD SUITE 300 | PASADENA | CA | 90041 | N/A | PC | TO SUPPORT THE NEW CHILDREN'S SWIMMING POOL COMPLEX AND RELATED RECREATIONAL SPORTS PROGRAMS. | $15,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT PROVIDING WORK AND RESOURCES TO PREVIOUSLY INCARCERATED PEOPLE, SO THEY MAY LIVE PRODUCTIVE LIVES. | $25,000 | |
| HOMES FOR VETERANS | ||||||||
| 105 HIGHLAND AVENUE | HARRINGTON PARK | NJ | 07640 | N/A | PC | TO SUPPORT PROVIDING HOMES FOR VETERANS. | $5,000 | |
| THE HONOR FOUNDATION | ||||||||
| 11055 ROSELLE STREET SUITE 120 | SAN DIEGO | CA | 92121 | N/A | PC | TO SUPPORT SPECIAL FORCES IN TRANSITIONING INTO DIFFERENT USEFUL POSITIONS. | $10,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 11500 WEST OLYMPIC BOULEVARD 608 | LOS ANGELES | CA | 90064 | N/A | PC | TO SUPPORT EFFORTS, IN HONOR OF JANE OLSON, TO HELP ADDRESS HUMAN RIGHTS VIOLATIONS AND ABUSES WORLDWIDE. | $20,000 | |
| THE HUNTINGTON LIBRARY | ||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | N/A | PC | TO SUPPORT THE LIBRARY, ART COLLECTION, AND BOTANICAL GARDENS COLLECTIONS-BASED RESEARCH AND EDUCATIONAL INSTITUTION. | $25,000 | |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | ||||||||
| 686 SOUTH FAIR OAKS AVENUE | PASADENA | CA | 91105 | N/A | PC | TO SUPPORT IMPROVING LIVES THROUGH PATIENT-FOCUSED SCIENTIFIC RESEARCH. | $50,000 | |
| HUNTINGTON MEMORIAL HOSPITAL | ||||||||
| 100 WEST CALIFORNIA BOULEVARD PO | BOX 7013 | PASADENA | CA | 91109 | N/A | PC | TO SUPPORT THIS ORGANIZATION'S INTERNAL MEDICINE RESIDENCY PROGRAM WHICH TRAINS POSTGRADUATE STUDENTS. | $25,000 |
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 12400 WILSHIRE BOULEVARD SUITE 1500 | LOS ANGELES | CA | 90025 | N/A | PC | TO SUPPORT IMPROVING QUALITY OF LIFE IN UNDERSERVED POPULATIONS THROUGH HEALTH INTERVENTIONS. | $25,000 | |
| JOHN THOMAS DYE SCHOOL | ||||||||
| 11414 CHALON ROAD | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT THE ENCOURAGEMENT OF STUDENTS' COMMITMENT TO DIVERSITY AND INCLUSION. | $25,000 | |
| KETCHUMSUN VALLEY VOLUNTEER ASSOCIATES INC | ||||||||
| PO BOX 966 | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE PROGRAM WHICH PROVIDES TRAINING AND EQUIPMENT TO FIREFIGHTERS WHO SERVE OUR COMMUNITY. | $10,000 | |
| LAS MADRINAS | ||||||||
| DEPARTMENT 6778 | LOS ANGELES | CA | 90084 | N/A | PC | TO SUPPORT THE PHILANTHROPIC ORGANIZATION DEDICATED TO A TRADITION OF SUPPORTING PEDIATRIC CARE AND RESEARCH AT CHILDREN'S HOSPITAL LOS ANGELES. | $15,000 | |
| THE LEADERSHIP INSTITUTE | ||||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | N/A | PC | TO SUPPORT THE SCHOOL BOARD CAMPAIGN TRAINING PROGRAM. | $5,000 | |
| LIVING WITH WOLVES | ||||||||
| 118 SPRING LAND | SUN VALLEY | ID | 83340 | N/A | PC | TO SUPPORT THE GENERAL OPERATIONS FOR THE LWW MUSEUM. | $15,000 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| 1875 CENTURY PARK EAST SUITE 200 | LOS ANGELES | CA | 90067 | N/A | PC | TO SUPPORT THE LA CITY FIRE DEPARTMENT EQUIPMENT AND TRAINING PROGRAMS. | $10,000 | |
| LOS ANGELES OPERA | ||||||||
| 135 NORTH GRAND AVENUE SUITE 327 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT BRINGING WORLD CLASS OPERA TO THE STAGE. | $50,000 | |
| LOS ANGELES PHILHARMONIC | ||||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT LA PHIL ORCHESTRA IN LEADING THE WAY WITH GROUND-BREAKING PROGRAMMING, BOTH ON STAGE AND IN THE COMMUNITY. | $15,000 | |
| LOS ANGELES POLICE FOUNDATION | ||||||||
| 515 SOUTH FLOWER STREET SUITE 1680 | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT LAPD TOWARDS OBTAINING AND MAINTAINING ESSENTIAL EQUIPMENT AND STATE OF THE ART TECHNOLOGY, SPECIALIZED TRAINING, AND TO PROVIDE INNOVATIVE PROGRAMS TO OFFICERS SO THEY MAY BETTER SERVE THE COMMUNITY. | $1,000,000 | |
| MAKE-A-WISH CENTRAL CALIFORNIA | ||||||||
| 351 WEST CROMWELL AVENUE SUITE | 112-A | FRESNO | CA | 93711 | N/A | PC | TO SUPPORT THE PROVISION OF STRENGTH, HOPE, AND TRANSFORMATION FOR CHILDREN WITH CRITICAL ILLNESSES. | $25,000 |
| MARJAREE MASON CENTER INC | ||||||||
| 1600 M STREET | FRESNO | CA | 93721 | N/A | PC | TO SUPPORT AND SERVE VICTIMS OF DOMESTIC VIOLENCE. | $200,000 | |
| MARLBOROUGH SCHOOL | ||||||||
| 250 SOUTH ROSSMORE AVENUE | LOS ANGELES | CA | 90004 | N/A | PC | TO SUPPORT THE SCHOOL FOR GIRLS TO DELIVER A SUPERIOR COLLEGE PREPARATORY EDUCATION IN AN ENVIRONMENT WITH HIGH ETHICAL VALUES, DIVERSITY, AND EXCEPTIONAL EDUCATION. | $50,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET | SOUTH WEST | MN | 55905 | N/A | PC | TO SUPPORT THE MAYO NEPHROLOGY COLLABORATIVE GROUP FOR RESEARCH IN RENAL PARENCHYMAL DISEASES. | $49,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET | SOUTH WEST | MN | 55905 | N/A | PC | TO SUPPORT THE MAYO NEPHROLOGY COLLABORATIVE GROUP FOR RESEARCH IN RENAL PARENCHYMAL DISEASES. | $14,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER (MSC) | ||||||||
| 1233 YORK AVENUE SUITE B101 | NEW YORK | NY | 10065 | N/A | PC | TO SUPPORT THE CANCER CENTER SPRING BALL INITIATIVE FOR THE ADVANCEMENT OF CANCER TREATMENTS. | $50,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER (MSC) | ||||||||
| 1233 YORK AVENUE SUITE B101 | NEW YORK | NY | 10065 | N/A | PC | TO SUPPORT THE CANCER CENTER SPRING BALL INITIATIVE FOR THE ADVANCEMENT OF CANCER TREATMENTS. | $50,000 | |
| MOUNTAIN HUMANE | ||||||||
| 100 CROY CREEK ROAD | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT HELPING ABUSED AND HOMELESS ANIMALS. | $250,000 | |
| MOUNTAIN HUMANE | ||||||||
| 100 CROY CREEK ROAD | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT HELPING ABUSED AND HOMELESS ANIMALS. | $25,000 | |
| MOUNTAIN HUMANE | ||||||||
| 100 CROY CREEK ROAD | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT HELPING ABUSED AND HOMELESS ANIMALS. | $10,000 | |
| MUSEIQUE | ||||||||
| 300 EAST GREEN STREET | THIRD FLOOR | CA | 91101 | N/A | PC | TO SUPPORT CREATING CURATED LIVE MUSIC EVENTS AND OUTREACH PROGRAMS, AIMED AT INSPIRING THE CREATIVE SPIRIT. | $15,000 | |
| THE MUSIC CENTER | ||||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT THE BLUE RIBBON CHILDREN'S FESTIVAL FOR MUSIC ENRICHMENT. | $25,000 | |
| NANTUCKET BOOK FOUNDATION INC | ||||||||
| PO BOX 5267 | NANTUCKET | MA | 02554 | N/A | PC | TO SUPPORT PROMOTING THE JOYS OF READING, WRITING, AND LITERACY. | $20,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 116 FIRST AVENUE | NORTH HAILEY | ID | 83333 | N/A | PC | TO SUPPORT THE CONSERVATION AND PRESERVATION OF NATURAL WATER AND LANDS CRITICAL TO THE WILDLIFE IN IDAHO. | $5,000 | |
| NEIGHBORHOOD YOUTH ASSOCIATION | ||||||||
| 1016 PLEASANT VIEW AVENUE | VENICE | CA | 90291 | N/A | PC | TO SUPPORT EMPOWERING ALL STUDENTS TO ACHIEVE 100 PERCENT COLLEGE ADMISSION AND ON-TIME HIGH SCHOOL GRADUATION. | $25,000 | |
| NEW YORKERS FOR CHILDREN | ||||||||
| 450 7TH AVENUE SUITE 1707 | NEW YORK | NY | 10123 | N/A | PC | TO SUPPORT THE PROTECTION OF THE WELLBEING OF NEW YORK CITY'S CHILDREN AND FAMILIES IN FOSTER CARE, IN HONOR OF NANCY & ANDREW JARECK. | $25,000 | |
| NEW YORKERS FOR CHILDREN | ||||||||
| 450 7TH AVENUE SUITE 1707 | NEW YORK | NY | 10123 | N/A | PC | TO SUPPORT THE PROTECTION OF THE WELLBEING OF NEW YORK CITY'S CHILDREN AND FAMILIES IN FOSTER CARE, IN HONOR OF NANCY & ANDREW JARECK. | $10,000 | |
| NEWPORT HARBOR EDUCATIONAL FOUNDATION | ||||||||
| 600 IRVINE AVENUE | NEWPORT BEACH | CA | 92663 | N/A | PC | TO SUPPORT PROMOTING ACADEMIC EXCELLENCE. | $25,000 | |
| NEXT FOR AUTISM INC | ||||||||
| 1430 BROADWAY 8TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | TO SUPPORT THE ORGANIZATION WHICH IMPROVES THE LIVES OF THOSE LIVING WITH AUTISM. | $5,000 | |
| NEXT FOR AUTISM INC | ||||||||
| 1430 BROADWAY 8TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | TO SUPPORT THE ORGANIZATION WHICH IMPROVES THE LIVES OF THOSE LIVING WITH AUTISM. | $5,000 | |
| OCEANSIDE POLICE OFFICERS ASSOCIATION FOUNDATION | ||||||||
| 4141 AVENIDA DE LA PLATA | OCEANSIDE | CA | 92056 | N/A | PC | TO SUPPORT THE COMMUNITY POLICE OF OCEANSIDE. | $4,000 | |
| ONE805 INC | ||||||||
| 2000 STATE STREET | SANTA BARBARA | CA | 93105 | N/A | PC | TO SUPPORT FIRST RESPONDERS GIVING URGENT SUPPORT AND COUNSELING. | $20,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | N/A | PC | TO SUPPORT A NATIONAL NONPROFIT LEGAL ORGANIZATION THAT DEFENDS AMERICAN'S FROM GOVERNMENT OVERREACH AND ABUSE. | $500,000 | |
| PEGGY ADAMS ANNUAL RESCUE LEAGUE OF THE PALM BEACHES INC | ||||||||
| 3200 NORTH MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | N/A | PC | TO SUPPORT CREATING A COMMUNITY WHERE ONE-HUNDRED PERCENT OF THE ADOPTABLE ANIMALS FIND LOVING HOMES, WITH A GOAL OF NO ANIMALS BEING EUTHANIZED. | $50,000 | |
| PEGGY ADAMS ANNUAL RESCUE LEAGUE OF THE PALM BEACHES INC | ||||||||
| 3200 NORTH MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | N/A | PC | TO SUPPORT CREATING A COMMUNITY WHERE ONE-HUNDRED PERCENT OF THE ADOPTABLE ANIMALS FIND LOVING HOMES, WITH A GOAL OF NO ANIMALS BEING EUTHANIZED. | $3,500 | |
| PEGGY ADAMS ANNUAL RESCUE LEAGUE OF THE PALM BEACHES INC | ||||||||
| 3200 NORTH MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | N/A | PC | TO SUPPORT CREATING A COMMUNITY WHERE ONE-HUNDRED PERCENT OF THE ADOPTABLE ANIMALS FIND LOVING HOMES, WITH A GOAL OF NO ANIMALS BEING EUTHANIZED. | $10,000 | |
| PINGREE SCHOOL | ||||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | N/A | PC | TO SUPPORT THE PINGREE FUND WHICH SUPPORTS EDUCATION SERVICES. | $25,000 | |
| PLANNED PARENTHOOD OF LOS ANGELES | ||||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | N/A | PC | TO SUPPORT SERVICES PERTAINING TO WOMEN'S REPRODUCTIVE HEALTH AND MAKE EDUCATIONAL INFORMATION AVAILABLE TO WOMEN, REGARDLESS OF FINANCIAL STATUS. | $25,000 | |
| POLYTECHNIC SCHOOL | ||||||||
| 1030 EAST CALIFORNIA BOULEVARD | PASADENA | CA | 91106 | N/A | PC | TO SUPPORT THE ANNUAL GIVING CAMPAIGN, THE POLY FUND, WHICH PROVIDES ESSENTIAL REVENUE TO THE SCHOOL FOR SCHOLARSHIPS. | $15,000 | |
| PRESBYTERIAN SCHOOL | ||||||||
| 40 OAKDALE STREET | HOUSTON | TX | 77006 | N/A | PC | TO SUPPORT THE SCHOOL'S SECURITY PROGRAM. | $25,000 | |
| PRESERVATION FOUNDATION OF PALM BEACH INC | ||||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | N/A | PC | TO SUPPORT THE PRESERVATION OF THE UNIQUE ENVIRONMENT OF PALM BEACH FL. | $50,000 | |
| PRESERVATION FOUNDATION OF PALM BEACH INC | ||||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | N/A | PC | TO SUPPORT THE PRESERVATION OF THE UNIQUE ENVIRONMENT OF PALM BEACH FL. | $5,000 | |
| PRESERVATION FOUNDATION OF PALM BEACH INC | ||||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | N/A | PC | TO SUPPORT THE PRESERVATION OF THE UNIQUE ENVIRONMENT OF PALM BEACH FL. | $100,000 | |
| PRISON FELLOWSHIP | ||||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | N/A | PC | TO SUPPORT THE RESTORATION OF THOSE AFFECTED BY CRIME AND INCARCERATION. | $10,000 | |
| PROJECT K9 HERO | ||||||||
| 535 GRISWOLD STREET SUITE 111-105 | DETROIT | MI | 48336 | N/A | PC | TO ENSURE THE BEST QUALITY OF LIFE FOR OUR NATIONS RETIRED MILITARY AND POLICE WORKING DOGS BY HELPING WITH MEDICAL COSTS, FOOD, AND END OF DUTY SERVICES. | $5,000 | |
| PROJECT SURVIVAL CAT HAVEN | ||||||||
| 38257 EAST KINGS CANYON ROAD | DUNLAP | CA | 93621 | N/A | PC | TO SUPPORT FURTHERING THE CONSERVATION OF BIG CATS AND ENSURING THEIR SURVIVAL. | $10,000 | |
| PROJECT SURVIVAL CAT HAVEN | ||||||||
| 38257 EAST KINGS CANYON ROAD | DUNLAP | CA | 93621 | N/A | PC | TO SUPPORT FURTHERING THE CONSERVATION OF BIG CATS AND ENSURING THEIR SURVIVAL. | $10,000 | |
| READY TO SUCCEED | ||||||||
| 1514 17TH STREET 205 | SANTA MONICA | CA | 90404 | N/A | PC | TO SUPPORT AND EMPOWER FOSTER YOUTH IN COLLEGE TO GRADUATE AND LAUNCH MEANINGFUL CAREERS. | $100,000 | |
| REINING HORSE FOUNDATION | ||||||||
| 3021 WEST RENO AVENUE | OKLAHOMA CITY | OK | 73107 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH CARES FOR THE REINING COMMUNITY AND HONORING THE SPORT'S LEGACY. | $5,000 | |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||||
| 2559 PUESTA DEL SOL ROAD | SANTA BARBARA | CA | 931052936 | N/A | PC | TO SUPPORT THIS MUSEUM OF NATURAL HISTORY WHICH ENCOURAGES DISCOVERY, SUSTAINABILITY, AND CONNECTS COMMUNITIES. | $10,000 | |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||||
| 2559 PUESTA DEL SOL ROAD | SANTA BARBARA | CA | 931052936 | N/A | PC | TO SUPPORT THIS MUSEUM OF NATURAL HISTORY WHICH ENCOURAGES DISCOVERY, SUSTAINABILITY, AND CONNECTS COMMUNITIES. | $50,000 | |
| SANTA CRUZ ISLAND FOUNDATION | ||||||||
| 5045 WULLBRANDT WAY | CARPINTERIA | CA | 93013 | N/A | PC | TO SUPPORT THE PRESERVATION OF THE HISTORY OF THE CALIFORNIA CHANNEL ISLANDS, AS WELL AS THE MAINTENANCE AND DISPLAY OF ITEMS OF SIGNIFICANCE FOR THE PUBLIC BENEFIT, IN CONJUNCTION WITH THE NATURE CONSERVANCY AND THE NATIONAL PARK SYSTEM. | $50,000 | |
| SANTA CRUZ ISLAND FOUNDATION | ||||||||
| 5045 WULLBRANDT WAY | CARPINTERIA | CA | 93013 | N/A | PC | TO SUPPORT THE PRESERVATION OF THE HISTORY OF THE CALIFORNIA CHANNEL ISLANDS, AS WELL AS THE MAINTENANCE AND DISPLAY OF ITEMS OF SIGNIFICANCE FOR THE PUBLIC BENEFIT, IN CONJUNCTION WITH THE NATURE CONSERVANCY AND THE NATIONAL PARK SYSTEM. | $50,000 | |
| SAVE VENICE INC | ||||||||
| 133 EAST 58TH STREET SUITE 501 | NEW YORK | NY | 10022 | N/A | PC | TO SUPPORT RAISING FUNDS TO RESTORE WORKS IN VENICE, ITALY. | $40,000 | |
| STAND TOGETHER TRUST (AKA THE SEMINAR NETWORK TRUST) | ||||||||
| 1320 NORTH COURTHOUSE ROAD SUITE | 500 | ARLINGTON | VA | 22201 | N/A | PC | TO SUPPORT AMERICANS FOR PROSPERITY FOUNDATION, THEY COLLABORATE WITH SOCIAL ENTREPRENEURS WHO POSSESS A PASSION AND PERSONAL EXPERTISE IN THEIR RESPECTIVE FIELDS, ALONG WITH A PROFOUND BELIEF IN THE DIGNITY OF ALL INDIVIDUALS. THEY ACTIVELY SEEK PARTNERS WHO EMBRACE OUR VISION OF A SOCIETY GROUNDED IN EQUAL RIGHTS, MUTUAL BENEFIT, OPENNESS, AND SELF-ACTUALIZATION. | $100,000 |
| SHORE COUNTRY DAY SCHOOL | ||||||||
| 545 CABOT STREET | BEVERLY | MA | 01915 | N/A | PC | TO SUPPORT THE SCHOOL'S SCIENCE & ART INTEGRATED LEARNING PROGRAM. | $25,000 | |
| SOUTHAMPTON HOSPITAL FOUNDATION INC | ||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | N/A | PC | TO SUPPORT VARIOUS HOSPITAL PROGRAMS AND SERVICES. | $25,000 | |
| SOUTHAMPTON HOSPITAL FOUNDATION INC | ||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | N/A | PC | TO SUPPORT VARIOUS HOSPITAL PROGRAMS AND SERVICES. | $25,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO - KPCC | ||||||||
| PO BOX 93845 | PASADENA | CA | 911093485 | N/A | PC | TO SUPPORT IN-DEPTH JOURNALISM REGARDING VETERANS AND MILITARY ISSUES. | $15,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||
| 100 HOSPITAL DRIVE | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE ADVANCEMENT OF INNOVATIVE PROGRAMS AND SERVICES TO IMPROVE THE HEALTH CARE OF THOSE SERVED BY THE ST. LUKES WOOD RIVER MEDICAL CENTER. | $25,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||
| 100 HOSPITAL DRIVE | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE ADVANCEMENT OF INNOVATIVE PROGRAMS AND SERVICES TO IMPROVE THE HEALTH CARE OF THOSE SERVED BY THE ST. LUKES WOOD RIVER MEDICAL CENTER. | $250,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||
| 100 HOSPITAL DRIVE | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE ADVANCEMENT OF INNOVATIVE PROGRAMS AND SERVICES TO IMPROVE THE HEALTH CARE OF THOSE SERVED BY THE ST. LUKES WOOD RIVER MEDICAL CENTER. | $15,000 | |
| STANFORD UNIVERSITY | ||||||||
| 327 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | TO SUPPORT THE PROGRAM WHICH PROVIDES EXCELLENCE IN EDUCATION. | $50,000 | |
| STANFORD UNIVERSITY | ||||||||
| 327 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | TO SUPPORT THE PROGRAM WHICH PROVIDES EXCELLENCE IN EDUCATION. | $10,000 | |
| SUN VALLEY CENTER FOR THE ARTS INC | ||||||||
| 191 FIFTH STREET | EAST KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE SUN VALLEY WINE AUCTION FOR GREATER ACCESS TO THE ARTS FOR LOCAL RESIDENTS. | $10,000 | |
| SUN VALLEY SUMMER SYMPHONY DBA SUN VALLEY MUSIC FESTIVAL | ||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | TO SUPPORT ENRICHING, INSPIRING, AND INSTILLING IN THE COMMUNITY A LIFELONG LOVE OF CLASSICAL MUSIC THROUGH EXTRAORDINARY, FREE CONCERTS, AND EDUCATION PROGRAMS. | $15,000 | |
| SUN VALLEY WRITERS CONFERENCE INC | ||||||||
| 28 SYLVAN ROAD | HOUSE D | CA | 93940 | N/A | PC | TO SUPPORT LITERARY AND PUBLIC EDUCATION. | $10,000 | |
| THE TEEN PROJECT | ||||||||
| PO BOX 692 | SUN VALLEY | CA | 91353 | N/A | PC | TO THE RESTORATION OF THE LIVES AND DREAMS OF VULNERABLE YOUNG WOMEN AND THEIR UNBORN BABIES. | $25,000 | |
| TEXAS HEART INSTITUTE | ||||||||
| 6770 BERTNER AVENUE | HOUSTON | TX | 77030 | N/A | PC | TO SUPPORT DR. PERIN'S RESEARCH IN HEART DISEASE AND TREATMENTS. | $25,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE CHILDREN'S EDUCATION AND ALUMNI. | $200,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE CHILDREN'S EDUCATION AND ALUMNI. | $25,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE CHILDREN'S EDUCATION AND ALUMNI. | $25,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE CHILDREN'S EDUCATION AND ALUMNI. | $50,000 | |
| THRIVE ANIMAL RESCUE | ||||||||
| 13875 OLD EL CAMINO REAL | SAN DIEGO | CA | 92130 | N/A | PC | TO SUPPORT SAVING ABANDONED DOGS FROM THE LONELINESS OF SHELTER LIFE AND PLACE THEM INTO LOVING FAMILIES AND FOREVER HOMES. | $50,000 | |
| TITA'S PLACE | ||||||||
| 16240 VALLEY RANCH ROAD | CANYON COUNTRY | CA | 91387 | N/A | PC | TO SUPPORT RESCUING, SHELTERING, AND REHABILITATING ABUSED AND NEGLECTED HORSES. | $50,000 | |
| TITA'S PLACE | ||||||||
| 16240 VALLEY RANCH ROAD | CANYON COUNTRY | CA | 91387 | N/A | PC | TO SUPPORT RESCUING, SHELTERING, AND REHABILITATING ABUSED AND NEGLECTED HORSES. | $25,000 | |
| TRANSITION HOUSE | ||||||||
| 425 EAST COTA STREET | SANTA BARBARA | CA | 93101 | N/A | PC | TO SUPPORT FINDING A LASTING SOLUTION TO HOMELESSNESS AND WELFARE DEPENDENCE FOR FAMILIES WITH CHILDREN. | $20,000 | |
| UC MERCED FOUNDATION | ||||||||
| 5200 NORTH LAKE ROAD | MERCED | CA | 95343 | N/A | PC | TO SUPPORT AND PROMOTE THE EDUCATIONAL PROGRAMS. | $25,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10945 LE CONTE SUITE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT RESEARCH WITHIN THE UCLA GYNECOLOGIC ONCOLOGY DISCOVERY LABORATORY, TO PURSUE RESEARCH WITHIN THE FIELD OF WOMEN'S HEALTH. | $100,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10945 LE CONTE SUITE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT RESEARCH WITHIN THE UCLA GYNECOLOGIC ONCOLOGY DISCOVERY LABORATORY, TO PURSUE RESEARCH WITHIN THE FIELD OF WOMEN'S HEALTH. | $100,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10945 LE CONTE SUITE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT RESEARCH WITHIN THE UCLA GYNECOLOGIC ONCOLOGY DISCOVERY LABORATORY, TO PURSUE RESEARCH WITHIN THE FIELD OF WOMEN'S HEALTH. | $25,000 | |
| UNITED BOYS AND GIRLS CLUB OF GREATER SANTA BARBARA COUNTY | ||||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | N/A | PC | TO SUPPORT YOUTH SERVICES FOR AT-RISK-YOUTH. | $20,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA - MARSHALL SCHOOL OF BUSINESS | ||||||||
| 3670 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE BRITTINGHAM SOCIAL ENTERPRISE PROGRAM. | $30,000 | |
| VALLEY OAK SPCA | ||||||||
| 9405 WEST GOSHEN AVENUE | VISALIA | CA | 93291 | N/A | PC | TO SUPPORT THE ANIMAL RESCUE DEDICATED TO RESCUING AND REHOMING IN-NEED ANIMALS. | $20,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| PO BOX 7227 | WINSTONSALEM | NC | 27109 | N/A | PC | TO SUPPORT CREATING OPPORTUNITIES FOR STUDENTS AND FACULTY, AND PROGRAMS BENEFITING THE SURROUNDING COMMUNITY. | $100,000 | |
| WOOD RIVER LAND TRUST | ||||||||
| 119 EAST BULLION STREET | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT CONSERVATION EFFORTS IN THE WOOD RIVER VALLEY. | $15,000 | |
| WORD OF HONOR FUND | ||||||||
| PO BOX 777 | BELLEVUE | ID | 83313 | N/A | PC | TO SUPPORT THE NAVAL SPECIAL WARFARE GOLD STAR & SURVIVING CHILDREN PROGRAM WHICH SERVES CHILDREN OF FALLEN NAVY SEALS AND SPECIAL OPS MILITARY PERSONNEL. | $30,000 | |
| YELLOWSTONE TO YUKON CONSERVATION INITIATIVE (Y2Y) | ||||||||
| PO BOX 157 | BOZEMAN | MT | 597710157 | N/A | PC | TO SUPPORT THE DEVELOPMENT AND IMPLEMENTATION OF TIMELY, REGIONAL CONSERVATION SOLUTIONS. | $15,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | N/A | PC | TO SUPPORT THE PROMOTION OF THE IDEAS OF INDIVIDUAL FREEDOM, A STRONG NATIONAL DEFENSE, FREE ENTERPRISE, AND TRADITIONAL VALUES WITH YOUNG AMERICANS. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,485,000 | 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 | $312 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,960,965 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $28,004 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,024 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | -$11,794 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,635,335 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $16,210 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,597,636 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,613,846 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $220,126 | Amt |
| Net Investment Income | $110,063 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $110,063 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF PART VI-B; QUESTIONS 1A(3) AND 1B | PURSUANT TO I.R.C. SECTION 4941(D)(2)(C) THE FURNISHING OF GOODS, SERVICES, OR FACILITIES BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION IS NOT AN ACT OF SELF-DEALING SINCE THE FURNISHING IS WITHOUT CHARGE AND THE GOODS, SERVICES, OR FACILITIES ARE USED EXCLUSIVELY FOR THE PURPOSES OF THE FOUNDATION. |
| FORM 990-PF PART VI-B; QUESTIONS 1A(4) AND 1B | PURSUANT TO I.R.C. SECTION 4941(D)(2)(E), THE PAYMENT OF COMPENSATION BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR THE PERFORMANCE OF PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF SUCH COMPENSATION IS NOT EXCESSIVE. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $105,358,700 | $105,358,700 |
| DFA EMERGING MARKTS CORE EQU PORTF (DFCEX) | $10,918,525 | $10,918,525 |
| DIMENSIONAL ADV US SMALL CAP VALUE PORT (DFSVX) | $14,537,358 | $14,537,358 |
| MORGAN STANLEY | $9 | $9 |
| RIVER CANYON TOTAL RETURN BOND INSTL (RCTIX) | $12,898,866 | $12,898,866 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG CS HOLDINGS FUND II LP | FMV | $3,484,722 | $3,484,722 |
| BLACKSTONE TACTICAL OPP LP. | FMV | $589,101 | $589,101 |
| BROAD STREET R/E CREDIT PARTNERS | FMV | $229,717 | $229,717 |
| CALEDONIA CO-INVEST OFFSHORE | FMV | $2,266,370 | $2,266,370 |
| CALEDONIA FUND LTD | FMV | $1,913,131 | $1,913,131 |
| CANYON BALANCED FUND | FMV | $9,445,841 | $9,445,841 |
| COATUE FINTECH FUND I, L.P. | FMV | $1,729,404 | $1,729,404 |
| CZECH III SENIOR LOAN TRUST | FMV | $2,455,562 | $2,455,562 |
| GS MIDDLE MARKET LENDING CORP. II | FMV | $2,391,962 | $2,391,962 |
| OAKTREE STRATEGIC INCOME, LTD. | FMV | $1,435,099 | $1,435,099 |
| PETERSHILL II OFFSHORE LP | FMV | $4,200,883 | $4,200,883 |
| RESERVOIR STRATEGIC PARTNERS FUND TE, L.P. | FMV | $25,463 | $25,463 |
| SRP CONTINUATION PARTNERS PARALLEL, LP | FMV | $4,716,081 | $4,716,081 |
| WASSERSTEIN DEBT OPP OFFSHORE | FMV | $12,891,152 | $12,891,152 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| EOY Book Value | $24,373 | EOYBookValueAmt |
| EOYFMV | $24,373 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $150 | $75 | $75 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $598 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND | $0 | $2,181 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP. FUND (IPO) | $0 | $173 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND (CAYMAN) | $0 | $5,498 | $0 |
| FROM K-1 - COATUE FINTECH FUND I | $0 | $38,902 | $0 |
| FORM K-1 - PETERSHILL II | $0 | $35,501 | $0 |
| FROM K-1 - CZECH III SENIOR LOAN TRUST | $0 | $18,562 | $0 |
| FROM K-1 - SRB CONTINUATION PARTNERS | $0 | $50,653 | $0 |
| OFFICE EXPENSES | $4,794 | $2,397 | $2,397 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND (CAYMAN) | $0 | $1 | $0 |
| FROM K-1 - CROATUE FINTECH FUND I LP | $0 | $9,587 | $0 |
| FROM K-1 - CZECH III SENIOR LOAN TRUST (TE) | $0 | $209,732 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS (ORD. BUSINESS) | $0 | $2,030 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND (IPO) | $0 | $104 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND LP | $0 | $9 | $0 |
| FEDERAL UBTI REFUND | $1,024 | $27 | $1,024 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON ASSETS | Desc |
| Amt | $2,291,992 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES PAYABLE | Desc |
| BOY Book Value | $1,321,000 | BOYBookValueAmt |
| EOY Book Value | $1,352,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $662,785 | $662,785 | $0 |
| NOTARY FEES | $115 | $115 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $2,500 | $0 | $0 |
| REGISTRY OF CHARITABLE TRUSTS | $575 | $0 | $575 |
| CURRENT FED EXCISE TAX PROVISION | $213,079 | $0 | $0 |
| FEDERAL UBTI TAX | $6,000 | $0 | $0 |
| DEFERRED FED EXCISE TAX PROVISION | $31,000 | $0 | $0 |