THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION (EIN 33-0686779)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-09
- IRS object ID
- 202422839349100727
- Schema version
- 2023v5.1
- 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 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 | 2024-10-09T19:44:36-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330686779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUDOLPH J & DAPHNE A MUNZER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDO | BusinessNameControlTxt |
| Phone | 5629127732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 EAST SPRING STREET 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL WARREN MUNZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5629127732 | PhoneNum |
| Signature | 2024-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | ELEANOR A LIVINGSTON CPA MST | PreparerPersonNm |
| PTIN | P00226461 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2024-10-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $95,582,133 | 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 | $240,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,501,861 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $842,414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,926,335 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,240,850 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,548 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$61,607 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,083,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,681,104 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $249,260 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $24,926 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $224,334 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,613 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,860 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $52,753 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,805 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,030 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $532,197 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $492,197 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,130 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,342 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $155,520 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,591 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,752 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,994 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,776 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $104,114 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93,648 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,046,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $696,308 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $427,423 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,432,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,325,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,479,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $696,308 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,753,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,395,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,984,796 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,361 | CashBOYAmt |
| Cash EOY | $331,185 | CashEOYAmt |
| Cash EOYFMV | $331,185 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $75,000 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $31,883 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,981 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,981 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $87,998,484 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $95,159,145 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $95,159,145 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,561 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,188 | LandBOYAmt |
| Land EOY | $3,939 | LandEOYAmt |
| Land EOYFMV | $3,939 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $79,883 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $79,883 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $88,179,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,582,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,582,133 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $117,603 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $122,120 | AccountsPayableEOYAmt |
| Grants Payable BOY | $243,750 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,350,570 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $80,482 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $361,353 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,553,172 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $87,818,563 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $94,028,961 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,818,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,028,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,179,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $95,582,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,818,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,395,474 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,605,872 | OtherIncreasesAmt |
| Subtotal | $94,028,961 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,028,961 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-12-30 | 2023-12-31 | $9,257,786 | $9,257,786 | $0 | $0 | |
| SUSTAINABLE MULTI-ASSET GROWTH FUND | 2022-12-30 | 2023-12-31 | $1,668,549 | $1,668,549 | $1,668,549 | P | |
| SUSTAINABLE BOND FUND | 2022-12-30 | 2023-12-31 | $427,699 | -$427,699 | -$427,699 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,240,850 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,489 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,489 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,489 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,781 | 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 | $46,781 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,292 | OverpaymentAmt |
| Applied To ES Tax | $5,292 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://MUNZERFDN.ORG/ | WebsiteAddressTxt |
| Individual With Books | ZAYDA L GARCIA | IndividualWithBooksNm |
| Phone | 5629127732 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 E SPRING STREET SUITE 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL WARREN MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| ANNE BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | SECRETARY AND TREASURER | 4.00 | $0 | $0 | $0 |
| DANA BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JOHN G BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| KIRSTEN BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| DANIEL WAYNE MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| ELIZABETH MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JAMES R MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JEFFREY R MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| NICOLE C MUNZER FINGLETON | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ZAYDA GARCIA | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | EXECUTIVE DIRECTOR | 40.00 | $127,822 | $15,955 | $0 |
| MONICA OCHOA | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | PROGRAM ASSOCIATE | 40.00 | $67,551 | $8,660 | $0 |
| JERI LYNNE CULLISON | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | ADMINISTRATIVE ASSIS | 32.00 | $52,760 | $13,649 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 2ND AVENUE 18TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $487,985 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $90,958,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $438,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $91,803 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,489,365 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,489,365 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,372,340 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,117,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,505,851 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,505,851 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,489 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,489 | TotalTaxAmt |
| Distributable Before Adj | $4,464,362 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,464,362 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,464,362 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,753,103 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,753,103 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,464,362 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,340,210 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,406,798 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,709 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $6,823,717 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,753,103 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,464,362 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $288,741 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,112,458 | 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 | $2,340,210 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,772,248 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,406,798 | ExcessFromYear4Amt |
| Excess From Year3 | $76,709 | ExcessFromYear3Amt |
| Excess From Current Year | $288,741 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE RUDOLPH J AND DAPHNE A MUNZER F | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 E SPRING STREET SUITE 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5629127732 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE COMPLETED ELECTRONICALLY THROUGH THE FOLLOWING WEBSITE: HTTPS://MUNZERFDN.ORG/HOW-TO-APPLY/APPLY/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE APPLICATION PERIOD IS OCTOBER 31 - NOVEMBER 4. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS SUBMITTING REQUESTS MUST MEET THE FOLLOWING ELIGIBILITY CRITERIA: TAX EXEMPT UNDER IRS SECTION 501(C)(3) PROVIDE SERVICES THAT ADDRESS PRESSING NEEDS AT A COMMUNITY-BASED LEVEL PROGRAMS AND/OR SERVICES MUST BE PROVIDED WITHIN AN IDENTIFIED MUNZER FOUNDATION COMMUNITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (160 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1736 FAMILY CRISIS CENTER | |||||||
| 2116 ARLINGTON AVENUE SUITE 200 | LOS ANGELES | CA | 90018 | PC | LONG BEACH SHELTER PROGRAM | $45,000 | |
| ABILIS | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | PC | ABILIS EARLY LEARNERS BIRTH TO THREE PROGRAM | $60,000 | |
| ABILITYFIRST | |||||||
| 789 NORTH FAIR OAKS AVENUE | PASADENA | CA | 91103 | PC | ABILITYFIRST LONG BEACH CENTER AFTER SCHOOL PROGRAM FOR CHILDREN AND YOUTH | $25,000 | |
| ABLE ARTS WORK | |||||||
| 3626 E PACIFIC COAST HWY | LONG BEACH | CA | 90804 | PC | ABLE ARTS WORK'S CREATIVE HEALTH AND WELLNESS CLINIC | $40,000 | |
| AQUARIUM OF THE PACIFIC | |||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | PC | OCEAN SCIENCE EDUCATION PROGRAM | $20,000 | |
| ARTS COUNCIL FOR LONG BEACH | |||||||
| 115 PINE AVE SUITE 350 | LONG BEACH | CA | 90802 | PC | GENERAL OPERATING | $30,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | PC | OPERATION SCHOOL BELL | $40,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | PC | ORTHODONTIC PROGRAM | $40,000 | |
| BILLION OYSTER PROJECT INC | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | PC | BILLION OYSTER PROJECT SCHOOLS NETWORK | $20,000 | |
| BOSS INC | |||||||
| 7941 E CRAMER STREET | LONG BEACH | CA | 90808 | PC | BOSS (BUSINESS OF STUDENT SUCCESS) | $25,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | PC | SCOUTREACH 2023-24 | $20,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE INC | |||||||
| 3605 LONG BEACH BOULEVARD SUITE 100 | LONG BEACH | CA | 90807 | PC | ELIMINATING BIAS, BIGOTRY AND RACISM THROUGH EDUCATION AND CONFLICT RESOLUTION | $60,000 | |
| CAMP NUGGET CALIFORNIA STATE UNIVERSITY LONG BEACH | |||||||
| 1250 BELLFLOWER BOULEVARD | LONG BEACH | CA | 908405605 | PC | CAMP NUGGET | $20,000 | |
| CASA YOUTH SHELTER | |||||||
| 10911 REAGAN STREET | LOS ALAMITOS | CA | 90720 | PC | CLINICAL COUNSELING AND CASE MANAGEMENT FOR YOUTH IN CRISIS AND THEIR FAMILIES | $35,000 | |
| CENTRO CHA INC | |||||||
| 200 PINE AVENUE SUITE 550 | LONG BEACH | CA | 90802 | PC | WORKFORCE ACCELERATOR LONG BEACH MEDICAL ASSISTANT PROGRAM (ACCELERATE LB MAP!) | $60,000 | |
| CENTURY VILLAGES AT CABRILLO | |||||||
| 1000 CORPORATE PT | CULVER CITY | CA | 90230 | PC | OASIS RESIDENTIAL SERVICES AT CENTURY VILLAGES AT CABRILLO | $50,000 | |
| CHILD LANE | |||||||
| 2501 CHERRY AVE SUITE 350 | LONG BEACH | CA | 90755 | PC | HONORING CHILDHOOD CAMPAIGN | $150,000 | |
| CHILDREN TODAY | |||||||
| 2951 LONG BEACH BLVD | LONG BEACH | CA | 90806 | PC | CHILDREN TODAY'S ECOHOUSE | $40,000 | |
| CHILDREN'S DENTAL HEALTH CLINIC | |||||||
| 455 E COLUMBIA STREET SUITE 32 | LONG BEACH | CA | 90806 | PC | CHILDREN'S DENTAL HEALTH CLINIC - GENERAL OPERATING SUPPORT | $90,000 | |
| CHILDREN'S INSTITUTE (CII) | |||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | PC | TRAUMA INFORMED SUPPORT SERVICES FOR FAMILIES | $30,000 | |
| CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC | |||||||
| 64 PALMERS HILL ROAD | STAMFORD | CT | 069022113 | PC | NUTRITION | $40,000 | |
| CHRISTIAN OUTREACH IN ACTION | |||||||
| 515 E 3RD ST | LONG BEACH | CA | 90802 | PC | COA DIAPER PROGRAM FOR LOW-INCOME WOMEN AND CHILDREN | $25,000 | |
| CSU LONG BEACH SCHOOL OF SOCIAL WORK | |||||||
| 1250 BELLFLOWER BLVD SSPA 161 | LONG BEACH | CA | 908404602 | PC | STRENGTHENING YOUTH RESILIENCE PROGRAM | $30,000 | |
| ECE WORKFORCE PROJECT (CHILD LANE) | |||||||
| 2501 CHERRY AVENUE | SIGNAL HILL | CA | 90755 | PC | LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY | $107,180 | |
| ELEVATE YOUR GAME | |||||||
| 2019 E 120TH ST | LOS ANGELES | CA | 90059 | PC | MENTORING HIGH SCHOOL STUDENTS IN LONG BEACH | $10,000 | |
| EXTRAORDINARY FAMILIES | |||||||
| 221 N ARDMORE AVE | LOS ANGELES | CA | 90004 | PC | A COMPREHENSIVE CONTINUUM OF SERVICE FOR FOSTER YOUTH AND FORMER FOSTER YOUTH IN LB | $30,000 | |
| FAMILIES UNITING FAMILIES | |||||||
| 525 E 7TH STREET SUITE 115 | LONG BEACH | CA | 90813 | PC | FAMILIES UNITING FAMILIES | $60,000 | |
| FOOD FINDERS INC | |||||||
| 10539 HUMBOLT STREET | LOS ALAMITOS | CA | 90720 | PC | FOOD RESCUE/DISTRIBUTION PROGRAM | $50,000 | |
| FOR THE CHILD INC | |||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 90807 | PC | CHILD ABUSE & NEGLECT SAFETY NET PROGRAM (CAP) | $50,000 | |
| FRESHFARM MARKETS INC | |||||||
| 1380 MONROE ST NW 605 | WASHINGTON | DC | 20010 | PC | FOODPRINTS AND FARM-TO-CHILDCARE PROGRAMS | $70,000 | |
| GOODWILL SOUTHERN LOS ANGELES COUNTY (SOLAC) | |||||||
| 800 W PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90806 | PC | CERTIFIED NURSE ASSISTANT (C.N.A.) ACADEMY | $80,000 | |
| GROUND EDUCATION | |||||||
| 6475 E PACIFIC COAST HIGHWAY 294 | LONG BEACH | CA | 90803 | PC | SCHOOL-BASED OUTDOOR ENVIRONMENTAL EDUCATION PROGRAM | $40,000 | |
| HABITAT FOR HUMANITY OF GREATER LOS ANGELES | |||||||
| 8739 ARTESIA BLVD | BELLFLOWER | CA | 90706 | PC | WASHINGTON NEIGHBORHOOD REVITALIZATION | $30,000 | |
| HUMAN-I-T | |||||||
| 100 W BROADWAY SUITE 3000 | LONG BEACH | CA | 90802 | PC | CONNECTING STUDENTS AND FAMILIES TO OPPORTUNITY ONLINE | $30,000 | |
| INSPIRICA INC | |||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | PC | ADDRESSING HOMELESSNESS AND CREATING THRIVING ADULTS, CHILDREN, FAMILIES AND COMMUNITIES | $50,000 | |
| KHMER GIRLS IN ACTION | |||||||
| 1085 REDONDO AVE | LONG BEACH | CA | 90804 | PC | LEADERSHIP DEVELOPMENT PROGRAM | $35,000 | |
| LBCAP | |||||||
| 117 W VICTORIA ST | LONG BEACH | CA | 90805 | PC | LEADERSHIP ARTS MENTORING PROGRAM (LAMP) | $50,000 | |
| LEADERSHIP LONG BEACH | |||||||
| 4401 ATLANTIC AVE STE 200 | LONG BEACH | CA | 90807 | PC | LEADERSHIP LONG BEACH ENVIRONMENTAL LEADERSHIP PROGRAMS FOR YOUTH 6-12TH GRADE | $60,000 | |
| LEGAL AID FOUNDATION OF LOS ANGELES | |||||||
| 1550 W 8TH STREET | LOS ANGELES | CA | 90017 | PC | GREATER LONG BEACH COMMUNITY MEDICAL-LEGAL PARTNERSHIP | $65,000 | |
| LINC HOUSING | |||||||
| 3590 ELM AVENUE | LONG BEACH | CA | 90807 | PC | YOUTH EMPOWERMENT: SUPPORTING CHILDREN 0 12 YEARS OF LOW-INCOME FAMILIES | $40,000 | |
| LONG BEACH BLAST (BETTER LEARNING FOR ALL STUDENTS TODAY) | |||||||
| 4201 LONG BEACH BLVD SUITE 201 | LONG BEACH | CA | 90807 | PC | PROVIDING EDUCATIONAL AND LIFE SERVICES FOR AT PROMISE STUDENTS OF LONG BEACH | $50,000 | |
| LONG BEACH BLUES SOCIETY | |||||||
| 2601 E OCEAN BLVD SUITE 201 | LONG BEACH | CA | 908021117 | PC | ENHANCING AND EXPANDING YOUTH MUSIC EDUCATION PROGRAMS | $10,000 | |
| LONG BEACH CALL - LONG BEACH EDUCATION FOUNDATION | |||||||
| 1515 HUGHES WAY | LONG BEACH | CA | 90810 | PC | INTERNSHIP STIPENDS FOR HIGH SCHOOL STUDENTS | $20,000 | |
| LONG BEACH CITY COLLEGE FOUNDATION | |||||||
| 4901 E CARSON STREET B12 | LONG BEACH | CA | 90808 | PC | LONG BEACH CITY COLLEGE & POOLS OF HOPE SUMMER WELLNESS CAMP | $95,000 | |
| LONG BEACH DAY NURSERY | |||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | PC | LONG BEACH DAY NURSERY EARLY CARE AND EDUCATION TEAM | $50,000 | |
| LONG BEACH EARLY CHILDHOOD EDUCATION COMMITTEE | |||||||
| 13300 CROSSROADS PARKWAY NORTH | CITY OF INDUSTRY | CA | 91746 | PC | THE LBECE COMMITTEE: BUILDING COMMUNITY, STRENGTHENING PROVIDERS, LEADING THE FIELD | $20,000 | SUITE 450 |
| LONG BEACH MUSEUM OF ART FOUNDATION | |||||||
| 2300 E OCEAN BLVD | LONG BEACH | CA | 90803 | PC | KIDSVISIONS ARTS EDUCATION, A MULTI-FACETED GRADE 5 PROGRAM | $45,000 | |
| LONG BEACH ORGANIC INC | |||||||
| 140 MARINA PACIFICA DRIVE NORTH | LONG BEACH | CA | 90803 | PC | COMPLETING ALL-ABILITIES ZAFERIA GARDEN RENOVATION & CONTINUING GATEWAY TO GARDENING PROGRAM. | $20,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | PC | LONG BEACH PUBLIC LIBRARY FOUNDATION | $82,000 | |
| LONG BEACH SYMPHONY | |||||||
| 249 E OCEAN BLVD SUITE 200 | LONG BEACH | CA | 90802 | PC | YOUTH STREAMING CONCERTS | $15,000 | |
| MAYORS FUND FOR LONG BEACHCOMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 900121804 | PC | LONG BEACH EARLY LEARNING & SHARED SERVICES HUB | $40,000 | |
| MEMORIAL MEDICAL CENTER FOUNDATION | |||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | PC | NEONATAL CONTINUING CARE PROGRAM (FORMERLY NICU FOLLOW-UP CLINIC) | $85,000 | |
| MENTAL HEALTH AMERICA OF LOS ANGELES | |||||||
| 3633 E BROADWAY | LONG BEACH | CA | 90803 | PC | MHALA TRANSITION-AGED YOUTH (TAY) ACADEMY | $90,000 | |
| MOMENTUM AGENCIES | |||||||
| 6430 INDEPENDENCE AVE | WOODLAND HILLS | CA | 91367 | PC | MOMENTUM PEDIATRIC THERAPY LONG BEACH: EARLY INTERVENTION | $40,000 | |
| OPERATION JUMP START | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | PC | OJS PROGRAMS | $60,000 | |
| ORALE (FORMERLY LBIRC) - COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | THRIVING IMMIGRANT FAMILIES LEADERSHIP ACADEMY | $30,000 | |
| PARTNERS OF PARKS | |||||||
| 2760 N STUDEBAKER RD | LONG BEACH | CA | 90815 | PC | YOUTH SCHOLARSHIPS FOR VIRTUAL AND IN-PERSON CLASSES AND CAMPS | $16,000 | |
| PATHWAYS VOLUNTEER HOSPICE | |||||||
| 4645 WOODRUFF AVENUE | LAKEWOOD | CA | 90713 | PC | CHANGES CHILDRENS GRIEF COUNSELING AND EDUCATION PROGRAM | $25,000 | |
| POOLS OF HOPE (DBA) | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | PC | AQUATIC THERAPY, HEALTH AND WELLNESS SERVICES FOR NORTH LONG BEACH | $40,000 | |
| PORT CHESTER CARVER CENTER INC | |||||||
| 400 WESTCHESTER AVENUE PO BOX 429 | PORT CHESTER | NY | 10573 | PC | PORT CHESTER CARVER CENTER | $60,000 | |
| PRECIOUS LAMB PRESCHOOL | |||||||
| 2005 PALO VERDE AVE PMB 301 | LONG BEACH | CA | 90815 | PC | THE MUNZER TODDLER PLAYGROUND | $55,000 | |
| RANCHO LOS CERRITOS FOUNDATION | |||||||
| 4600 VIRGINIA RD | LONG BEACH | CA | 90807 | PC | LOOKING BACK TO ADVANCE FORWARD: ENVIRONMENTAL EDUCATION CURRICULUM PLANNING | $50,000 | |
| RED HOOK INITIATIVE | |||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | PC | RED HOOK FARMS: FIGHTING FOOD INSECURITY & NURTURING A NEW GENERATION OF GREEN LEADERS | $25,000 | |
| RISING TIDE AT MARGUERITE KIEFER EDUCATION CENTER INC | |||||||
| 607 E THIRD ST | LONG BEACH | CA | 90802 | PC | PROGRAM SUPPORT | $25,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | PC | CAMP RONALD MCDONALD FOR GOOD TIMES | $25,000 | |
| SOUND WATERS INC | |||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PC | SOUNDWATERS RESEARCH INTENSIVE | $60,000 | |
| ST ANTHONY HIGH SCHOOL | |||||||
| 620 OLIVE AVENUE | LONG BEACH | CA | 90802 | PC | ST. ANTHONY HIGH SCHOOL SCHOLARSHIP PROGRAM | $52,000 | |
| ST BARNABAS SCHOOL | |||||||
| 3980 MARRON AVE | LONG BEACH | CA | 90807 | PC | TUITION ASSISTANCE | $70,000 | |
| SU CASA - ENDING DOMESTIC VIOLENCE | |||||||
| 3750 E ANAHEIM STREET SUITE 100 | LONG BEACH | CA | 90804 | PC | DOMESTIC VIOLENCE CAREER PREPARATION AND PLACEMENT PROGRAM | $40,000 | |
| SUCCESS IN CHALLENGES | |||||||
| 4508 ATLANTIC AVENUE UNIT 782 | LONG BEACH | CA | 90807 | PC | SUCCESS IN CHALLENGES GENERAL OPERATING REQUEST | $40,000 | |
| TEENS RUN DC | |||||||
| PO BOX 15651 | WASHINGTON | DC | 20003 | PC | TEENS RUN DC PROGRAM | $40,000 | |
| THE BEACON HOUSE OF SAN PEDRO | |||||||
| 1003 SOUTH BEACON STREET | SAN PEDRO | CA | 90731 | PC | BEACON HOUSE SOCIAL ENTERPRISE - STAFF RETENTION PLAN | $30,000 | |
| THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES | |||||||
| 701 EAST 28TH STREET SUITE 200 | LONG BEACH | CA | 90806 | PC | TCC FAMILY HEALTH DEVELOPMENTAL & BEHAVIORAL HEALTHCARE FOR CHILDREN AND ADOLESCENTS | $90,000 | |
| THE GUIDANCE CENTER | |||||||
| 1301 PINE AVE | LONG BEACH | CA | 90813 | PC | IT'S ABOUT T.I.M.E. (TRAUMA-INFORMED MOVEMENT IN EDUCATION) | $60,000 | |
| THE JEWEL BOX CHILDREN'S THEATER COMPANY | |||||||
| 3371 CERRITOS AVE | SIGNAL HILL | CA | 90755 | PC | COMMUNITY ENGAGEMENT PROGRAM | $15,000 | |
| THE LGBTQ CENTER LONG BEACH (DBA) | |||||||
| 2017 E 4TH STREET | LONG BEACH | CA | 90814 | PC | MENTORING YOUTH THROUGH EMPOWERMENT (MYTE) | $35,000 | |
| TICHENOR CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | PC | CHILDREN'S SPEECH/LANGUAGE THERAPY PROGRAM | $30,000 | |
| UN MUNDO DE AMIGOS PRESCHOOL | |||||||
| 1480 LONG BEACH BLVD | LONG BEACH | CA | 90813 | PC | INVESTING IN PRESCHOOL CHILDREN AND TEACHERS | $45,000 | |
| UNITED CAMBODIAN COMMUNITY | |||||||
| 2201 E ANAHEIM STREET SUITE 200 | LONG BEACH | CA | 90804 | PC | UCC LIVING ARTS - KIDS ART SPACE! | $35,000 | |
| WOMENSHELTER OF LONG BEACH | |||||||
| PO BOX 17098 | LONG BEACH | CA | 90807 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| YMCA OF GREATER LONG BEACH | |||||||
| 3605 LONG BEACH BLVD SUITE 210 | LONG BEACH | CA | 90807 | PC | YMCA YOUTH INSTITUTE | $40,000 | |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVE | LONG BEACH | CA | 90802 | PC | EARLY CHILDHOOD EDUCATION | $50,000 | |
| YWCA GREENWICH | |||||||
| 259 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | DOMESTIC ABUSE SERVICES CHILD AND FAMILY COUNSELING | $30,000 | |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT BLDG 0-2 SUITE 225 | LONG BEACH | CA | 90808 | PC | LONG BEACH GIVES | $35,000 | |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT BLDG 0-2 SUITE 225 | LONG BEACH | CA | 90808 | PC | CAPACITY BUILDING FOR NONPROFITS | $50,000 | |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT BLDG 0-2 SUITE 225 | LONG BEACH | CA | 90808 | PC | NONPROFIT PROFESSIONAL SERVICE FUND | $30,000 | |
| AIDA - INTERAMERICAN ASSOCIATION FOR ENVIRONMENTAL DEFENSE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | OPERATING SUPPORT | $2,000 | |
| ANACOSTIA RIVERKEEPER | |||||||
| 515 M STREET SE SUITE 218 | WASHINGTON | DC | 20003 | PC | OPERATING SUPPORT | $2,000 | |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | PC | EDUCATORS OUTDOORS PROGRAM | $2,000 | |
| ASSOCIATION FOR CREATINE DEFICIENCIES | |||||||
| 6965 EL CAMINO REAL SUITE 105-598 | CARLSBAD | CA | 92009 | PC | RESEARCH FUNDING AND SUPPORT | $5,000 | |
| BARD COLLEGE | |||||||
| BPI P O BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | PC | BPI MICROCOLLEGE | $2,000 | |
| BEST BUDDIES NEW YORK | |||||||
| 120 WEST 45TH STREET 3800 | NEW YORK | NY | 10036 | PC | OPERATING SUPPORT | $1,000 | |
| BK ROT | |||||||
| 86 WYCKOFF AVENUEP O BOX 370538 | BROOKLYN | NY | 112379997 | PC | OPERATING SUPPORT | $1,000 | |
| BLACK FARMER FUND INC | |||||||
| 228 PARK AVE S | NEW YORK CITY | NY | 100031502 | PC | OPERATING SUPPORT | $2,000 | |
| BLACK FARMER FUND INC | |||||||
| 228 PARK AVE S | NEW YORK CITY | NY | 100031502 | PC | OPERATING SUPPORT | $2,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | PC | TROOP/PACK 21 STORAGE | $4,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | PC | OPERATING SUPPORT | $3,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | GENERAL OPERATING | $5,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | YOUTH SKATEBOARD CLASSES | $10,000 | |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | PC | OPERATING SUPPORT | $5,000 | |
| BROOKLYN BOTANIC GARDEN CORP | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | PC | OPERATING SUPPORT | $1,500 | |
| CALCANEARTH ISLAND INSTITUTE | |||||||
| P O BOX 1366 | SEBASTOPOL | CA | 95473 | PC | CLIMATE SMART AGRICULTURE | $1,000 | |
| CANAL ALLIANCE | |||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | PC | OPERATING SUPPORT | $4,000 | |
| CARE CLOSET LBC | |||||||
| 10621 FELSON ST | BELLFLOWER | CA | 907067133 | PC | OPERATING SUPPORT | $5,000 | |
| CAST HOPE | |||||||
| PO BOX 3740 | CHICO | CA | 959273740 | PC | OPERATING SUPPORT | $500 | |
| CITY SURF PROJECT | |||||||
| 400 TREAT AVENUE UNIT G | SAN FRANCISCO | CA | 94110 | PC | GENERAL OPERATING | $5,000 | |
| COMPOUND LB | |||||||
| 1395 CORONADO AVENUE | LONG BEACH | CA | 90804 | PC | FAMILY/CHILDREN ARTS PROGRAMMING | $5,000 | |
| CSULB 49ER FOUNDATION | |||||||
| 6300 E UNIVERSITY DRIVE SUITE 324 | LONG BEACH | CA | 90815 | PC | 3RD ANNUAL BLACK ALUMNI SCHOLARSHIP GALA | $5,000 | |
| DISCALCED INC DBA MARK MORRIS DANCE CENTER | |||||||
| 3 LAFAYETTE AVE | BROOKLYN | NY | 112171415 | PC | YOUTH SCHOLARSHIPS AT THE SCHOOL AT THE MARK MORRIS DANCE CENTER | $1,000 | |
| EB RESEARCH PARTNERSHIP INC | |||||||
| 244 MADISON AVENUE SUITE 104 | NEW YORK | NY | 10016 | PC | OPERATING SUPPORT | $1,000 | |
| FAMILY CENTERS INC | |||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | PC | OPERATING SUPPORT | $4,000 | |
| FISHER HOUSE SOUTHERN CALIFORNIA INC | |||||||
| P O BOX 110 | LONG BEACH | CA | 90801 | PC | OPERATING SUPPORT - LONG BEACH | $2,500 | |
| FOUNDATION FOR PRADER-WILLI RESEARCH INC | |||||||
| 440 N BARRANCA AVE 3620 | COVINA | CA | 91723 | PC | OPERATING SUPPORT | $2,000 | |
| GREATER FARALLONES ASSOCIATION | |||||||
| THE PRESIDIOP O BOX 29386 | SAN FRANCISCO | CA | 94129 | PC | OPERATING SUPPORT | $3,000 | |
| GREEN-WOOD HISTORIC FUND INC | |||||||
| 500 25TH STREET | BROOKLYN | NY | 11232 | PC | OPERATING SUPPORT | $2,000 | |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | MAUI STRONG FUND | $5,000 | |
| IMPACT JUSTICE | |||||||
| 2930 LAKESHORE AVENUE SUITE 300 | OAKLAND | CA | 94610 | PC | CRIMINAL JUSTICE REFORM | $2,000 | |
| JOSEPHINE HERRICK PROJECT | |||||||
| 64 FULTON STREET SUITE 905 | NEW YORK | NY | 10038 | PC | OPERATING SUPPORT | $4,000 | |
| LONG BEACH MUSEUM OF ART FOUNDATION | |||||||
| 2300 E OCEAN BLVD | LONG BEACH | CA | 90803 | PC | ART AUCTION XX | $5,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LOWER POLK COMMUNITY BUSINESS DISTRICT | |||||||
| 1170 SUTTER STREET | SAN FRANCISCO | CA | 94109 | PC | OPERATING SUPPORT | $500 | |
| MAKE-A-WISH FOUNDATION OF CT INC | |||||||
| 126 MONROE TURNPIKE | TRUMBULL | CT | 06611 | PC | OPERATING SUPPORT | $5,000 | |
| MAKE THE ROAD NY | |||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | PC | OPERATING SUPPORT | $3,000 | |
| MASSACHUSETTS GENERAL HOSPITALSEAN M HEALEY & AMG CENTER FOR ALS | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | PC | SEAN M HEALEY AND AMG CENTER FOR ALS | $5,000 | |
| MEALS ON WHEELS INC OF GREENWICH | |||||||
| 89 MAPLE AVENUE | GREENWICH | CT | 06830 | PC | OPERATING SUPPORT | $1,000 | |
| MIGRANT JUSTICE | |||||||
| 179 S WINOOSKI AVENUE UNIT 202 | BURLINGTON | VT | 05401 | PC | OPERATING SUPPORT | $1,000 | |
| MUTTVILLE | |||||||
| 255 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | PC | OPERATING SUPPORT | $500 | |
| NAGOURNEY INSTITUTE | |||||||
| 750 E 29TH STREET | LONG BEACH | CA | 90806 | PC | OPERATING SUPPORT | $3,000 | |
| NAGOURNEY INSTITUTE | |||||||
| 750 E 29TH STREET | LONG BEACH | CA | 90806 | PC | OPERATING SUPPORT | $5,000 | |
| NEIGHBORSHARE INC | |||||||
| 268 SIMPAUG TURNPIKE 75 | REDDING | CT | 06896 | PC | TO SUPPORT 50 NEIGHBORS IN NEED | $5,000 | |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PC | WNYC OPERATING SUPPORT | $1,000 | |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PC | OPERATING SUPPORT FOR WNYC | $1,000 | |
| ONE FAIR WAGE INC | |||||||
| 45 MT AUBURN STC/O DEMOCRACY CENTER | CAMBRIDGE | MA | 02138 | PC | OPERATING SUPPORT | $2,000 | |
| PACS1 SYNDROME RESEARCH FOUNDATION | |||||||
| 36 WEST WAY | OLD GREENWICH | CT | 06870 | PC | OPERATING SUPPORT | $2,000 | |
| PRAIRIE VISTA MIDDLE SCHOOL | |||||||
| 13600 PRAIRIE AVENUE | HAWTHORNE | CA | 90250 | PC | MUSIC PROGRAM SUPPORT | $2,500 | |
| PROSPECT PARK ALLIANCE | |||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | PC | OPERATING SUPPORT | $1,000 | |
| RIVERBANK ORGANIZATION | |||||||
| 31831 CAMINO CAPISTRANO STE 108 | SAN JUAN CAPISTRANO | CA | 92675 | PC | OPERATING SUPPORT | $5,000 | |
| RIVERKEEPER INC | |||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | PC | OPERATING SUPPORT | $2,000 | |
| RSHM LIFE CENTER | |||||||
| 32-34 BEEKMAN AVENUE | SLEEPY HOLLOW | NY | 10591 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| RSHM LIFE CENTER | |||||||
| 32-34 BEEKMAN AVENUE | SLEEPY HOLLOW | NY | 10591 | PC | BIKE TARRYTOWN | $1,000 | |
| RYSE CENTER | |||||||
| 3939 BISSELL AVENUE | RICHMOND | CA | 94805 | PC | YOUTH JUSTICE PROGRAM | $1,000 | |
| SANTA CATALINA SCHOOL | |||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 93940 | PC | UPPER HIGH SCHOOL EDUCATION PROGRAMS | $3,000 | |
| SAVE THE SOUND | |||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | PC | OPERATING SUPPORT | $1,000 | |
| SLS | |||||||
| 1335 SUTTER ST | SAN FRANCISCO | CA | 941095415 | PC | OPERATING SUPPORT | $2,000 | |
| SOUND WATERS INC | |||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PC | OPERATING SUPPORT | $3,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | OPERATING SUPPORT | $1,000 | |
| SUSTAINABLE CONSERVATION | |||||||
| 98 BATTERY STREET 302 | SAN FRANCISCO | CA | 94111 | PC | OPERATING SUPPORT | $2,000 | |
| SUSTAINABLE MARKETS FOUNDATION (FOR THIRD ACT) | |||||||
| 40 WEST 37TH STREET SUITE 1000 | NEW YORK | NY | 100187311 | PC | OPERATING SUPPORT | $2,000 | |
| TEE IT UP FOR THE TROOPS - HUNTINGTON BEACH | |||||||
| P O BOX 3358 | HUNTINGTON BEACH | CA | 92605 | PC | GOLF TOURNAMENT TO SUPPORT ACTIVE MILITARY & THEIR FAMILIES | $5,000 | |
| THE CORBIN HILL FOOD PROJECT INC | |||||||
| 475 RIVERSIDE DRIVE SUITE 243 | NEW YORK | NY | 10115 | PC | OPERATING SUPPORT | $2,000 | |
| THE U C DAVIS FOUNDATION | |||||||
| 202 COUSTEAU PL STE 185 | DAVIS | CA | 956187761 | PC | COMPASSIONATE CARE FUND V6TH610 | $2,500 | |
| VANGUARD CANCER FOUNDATION | |||||||
| 750 E 29TH ST | LONG BEACH | CA | 908061712 | PC | OPERATING SUPPORT | $5,000 | |
| VOTE SOLAR | |||||||
| 360 22ND STREET SUITE 730 | OAKLAND | CA | 94612 | PC | SOLAR ADVOCACY | $5,000 | |
| WESTERN CENTER ON LAW AND POVERTY | |||||||
| 3701 WILSHIRE BLVD SUITE 208 | LOS ANGELES | CA | 90010 | PC | OPERATING SUPPORT | $2,000 | |
| WARRIOR CANINE CONNECTION | |||||||
| 14934 SHAEFFER ROAD | BOYDS | MD | 20841 | PC | OPERATING SUPPORT | $5,000 | |
| WOMEN'S FOUNDATION CALIFORNIA | |||||||
| 1301 CLAY STREET 71719 | OAKLAND | CA | 94612 | PC | OPERATING SUPPORT | $2,000 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 065081849 | PC | NICU: REBECCA & HILLARY FUND | $5,000 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 065081849 | PC | NICU: REBECCA & HILLARY FUND | $3,000 | |
| THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES | |||||||
| 701 EAST 28TH STREET SUITE 200 | LONG BEACH | CA | 90806 | PC | TCC FAMILY HEALTH AND WELLNESS CAPITAL PROJECT | $225,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,325,680 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF LONG BEACH | ||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | PC | OPERATION SCHOOL BELL | $80,000 |
| ASSISTANCE LEAGUE OF LONG BEACH | ||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | PC | ORTHODONTIC PROGRAM | $80,000 |
| BOYS & GIRLS CLUBS OF LONG BEACH | ||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| CHILDREN'S DENTAL HEALTH CLINIC | ||||||
| 455 E COLUMBIA STREET SUITE 32 | LONG BEACH | CA | 90806 | PC | CHILDREN'S DENTAL HEALTH CLINIC - GENERAL OPERATING SUPPORT | $180,000 |
| ECE WORKFORCE PROJECT (CHILD LANE) | ||||||
| 2501 CHERRY AVENUE | SIGNAL HILL | CA | 90755 | PC | LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY | $7,820 |
| INSPIRICA INC | ||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | PC | ADDRESSING HOMELESSNESS AND CREATING THRIVING ADULTS, CHILDREN, FAMILIES AND COMMUNITIES | $100,000 |
| LONG BEACH DAY NURSERY | ||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | PC | LONG BEACH DAY NURSERY EARLY CARE AND EDUCATION TEAM | $100,000 |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | ||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | PC | LONG BEACH PUBLIC LIBRARY FOUNDATION | $164,000 |
| OPERATION JUMP START | ||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | PC | OJS PROGRAMS | $120,000 |
| PORT CHESTER CARVER CENTER INC | ||||||
| 400 WESTCHESTER AVENUE PO BOX 429 | PORT CHESTER | NY | 10573 | PC | PORT CHESTER CARVER CENTER | $120,000 |
| THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES | ||||||
| 701 EAST 28TH STREET SUITE 200 | LONG BEACH | CA | 90806 | PC | TCC FAMILY HEALTH DEVELOPMENTAL & BEHAVIORAL HEALTHCARE FOR CHILDREN AND ADOLESCENTS | $180,000 |
| YOUNG HORIZONS | ||||||
| 501 ATLANTIC AVE | LONG BEACH | CA | 90802 | PC | EARLY CHILDHOOD EDUCATION | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,331,820 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,548 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $842,414 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $843,962 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $843,962 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAPHNE ANN MUNZER ADMINISTRATIVE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 EAST SPRING ST 218 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $240,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $35,825 | Amt |
| Net Investment Income | $17,805 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,030 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SUSTAINABLE MULTI-ASSET GROWTH FUND | FMV | $79,961,437 | $79,961,437 |
| SUSTAINABLE BOND FUND | FMV | $11,759,281 | $11,759,281 |
| PRIVATE MARKETS FUND 2019 LP | FMV | $3,438,427 | $3,438,427 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT-OF-USE ASSET | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $79,883 | EOYBookValueAmt |
| EOYFMV | $79,883 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $19,697 | $0 | $0 | $15,763 |
| BOARD MEETING EXPENSES | $51,592 | $0 | $0 | $49,131 |
| DUES & SUBSCRIPTIONS | $11,765 | $0 | $0 | $11,706 |
| INSURANCE | $5,872 | $0 | $0 | $2,935 |
| TELEPHONE | $2,767 | $0 | $0 | $2,628 |
| MISCELLANEOUS | $10,931 | $0 | $0 | $10,635 |
| WEBSITE | $810 | $0 | $0 | $408 |
| SOFTWARE | $480 | $0 | $0 | $242 |
| CA ATTORNEY GENERAL FILING FEE | $200 | $0 | $0 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME FROM K-1S | $0 | -$63,155 |
| MISCELLANEOUS INCOME | $1,548 | $1,548 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $11,605,872 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $80,482 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $492,197 | $492,197 | $0 | $0 |
| CONSULTING FEES | $40,000 | $0 | $0 | $20,130 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $44,342 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $155,520 | $0 | $0 |