DONALD T STERLING CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DONALD T STERLING CHARITABLE FOUNDATION (EIN 20-8731101)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349105395
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:59:46-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954649521 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELONI HRIBAL TRATNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21600 OXNARD STREET 500 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 | 208731101 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DONALD T STERLING CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 3102788000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9441 WILSHIRE BLVD PENTHOUSE SUITE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GENE PARK | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 3102788000 | PhoneNum |
| Signature | 2024-11-11 | 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 | NICOLE X SELLIN | PreparerPersonNm |
| PTIN | P01489190 | PTIN |
| Phone | 8185873730 | PhoneNum |
| Preparation | 2024-11-05 | 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 | $15,522,729 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $379,991 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $379,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,100,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $544 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,380,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $380,535 | 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 | $6,310 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,310 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,310 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $541,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $541,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $548,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,310 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $541,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,832,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $374,225 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,151,723 | CashBOYAmt |
| Cash EOY | $5,978,449 | CashEOYAmt |
| Cash EOYFMV | $5,978,449 | CashEOYFMVAmt |
| US Government Obligations BOY | $236,031 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $233,969 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $210,499 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $9,974,271 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,831,882 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,183,931 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $150,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $149,850 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,362,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,194,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,522,729 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,362,025 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,194,300 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,362,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,194,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,362,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,194,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,362,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,832,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,194,300 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,194,300 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWA 3.00% 23 GLB 03.000% FEB 11 2023 | P | 2022-03-08 | 2023-02-13 | $100,000 | $100,000 | $0 | $0 |
| UTIL DEBT SECURITIZATION SER T TAXABLE CLD PRF23 DEC13 03.435% DEC 15 2025 | P | 2023-04-10 | 2023-06-15 | $100,000 | $99,490 | $510 | $510 |
| CD TIAA, FSB (FKA EVERBA JACKSONVILLE, FL 04.750% JUL 12 2023 | P | 2023-04-10 | 2023-07-12 | $160,000 | $160,000 | $0 | $0 |
| CD CITY NATL BANK OF FL MIAMI, FL 04.800% JUL 20 2023 | P | 2023-04-10 | 2023-07-20 | $240,000 | $240,000 | $0 | $0 |
| GEORGIA POWER CO 2.10% 23 SER A GLB 02.100% JUL 30 2023 | P | 2022-03-08 | 2023-07-31 | $100,000 | $99,966 | $34 | $34 |
| ROCKWELL AUTOMATI 0.35% 23 GLB 00.350% AUG 15 2023 | P | 2022-04-20 | 2023-08-15 | $100,000 | $100,000 | $0 | $0 |
| SOUTHERN CAL EDIS 3.50% 23 1ST REF MORT SER C 03.500% OCT 01 2023 | P | 2022-04-12 | 2023-10-02 | $100,000 | $100,000 | $0 | $0 |
| BANK OF NY MELLON CORP SER MTN 03.500% APR 28 2023 | P | 2022-03-08 | 2023-04-28 | $100,000 | $100,000 | $0 | $0 |
| UNIVERSITY CALIF REVS GEN REV AG PRF23 TAXABLE MAR13 04.062% MAY 15 2033 | P | 2020-01-14 | 2023-05-15 | $100,000 | $100,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $544 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,202 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,202 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $156 | EsPenaltyAmt |
| Overpayment | $6,642 | OverpaymentAmt |
| Applied To ES Tax | $6,642 | 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 | Yes (1) | 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 | GENE PARK | IndividualWithBooksNm |
| Phone | 3102788000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9441 WILSHIRE BLVD PENTHOUSE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD T STERLING | ||||||||
| 9441 WILSHIRE BLVD PENTHOUSE SUITE | BEVERLY HILLS | CA | 90212 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROCHELLE H STERLING | ||||||||
| 9441 WILSHIRE BLVD PENTHOUSE SUITE | BEVERLY HILLS | CA | 90212 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DOUGLAS L WALTON | ||||||||
| 9441 WILSHIRE BLVD PENTHOUSE SUITE | BEVERLY HILLS | CA | 90212 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GENE PARK | ||||||||
| 9441 WILSHIRE BLVD PENTHOUSE SUITE | BEVERLY HILLS | CA | 90212 | CHIEF FINANCIAL OFFICER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $9,807,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,720,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,527,269 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,527,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $202,909 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,324,360 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $666,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $666,218 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,202 | TotalTaxAmt |
| Distributable Before Adj | $661,016 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $661,016 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $661,016 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $541,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $541,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $661,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $212,399 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $541,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $212,399 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $329,351 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $331,665 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD T STERLING | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD T STERLING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9441 WILSHIRE BLVD PENTHOUSE SUITE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3102788010 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT REQUESTS TO THE ATTENTION OF THE DONALD T STERLING CHARITABLE FOUNDATION. ONLY WRITTEN REQUESTS ON AN ORGANIZATION'S LETTERHEAD ARE ACCEPTED. REQUESTS MUST INCLUDE A COPY OF THE 501(C)(3) PUBLIC CHARITY DETERMINATION LETTER OR OTHER PROOF OF CHARITY STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AT LEAST FORTY FIVE DAYS IN ADVANCE OF THE SCHEDULED EVENT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONATION PRIORITY IS PRIMARILY TO NON PROFIT EVENTS AND ORGANIZATIONS FOCUSING ON THE ISSUES OF POVERTY, HOMELESSNESS, EDUCATION AND LITERACY WHILE BENEFITING AT RISK CHILDREN AND FAMILIES LOCATED IN GREATER LOS ANGELES AND SOUTHERN CALIFORNIA. ORGANIZATIONS ARE LIMITED TO ONE REQUEST PER CALENDAR YEAR. OUT OF STATE REQUESTS WILL BE DECLINED UNLESS SPECIAL CIRCUMSTANCES WARRANT FURTHER CONSIDERATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEVERLY HILLS FIREFIGHTERS ASSOCIATION | |||||||
| PO BOX 1720 | BEVERLY HILLS | CA | 90213 | NONE | PC | TO AID RETIRED BEVERLY HILLS FIREFIGHTERS AND THEIR FAMILY | $5,000 |
| BEVERLY HILLS POLICE OFFICERS BENEVOLENT FUND | |||||||
| 9663 SANTA MONICA BLVD 786 | BEVERLY HILLS | CA | 90210 | NONE | PC | TO FUND SCHOLARSHIPS FOR CHILDREN OF LAW ENFORCEMENT OFFICERS. | $20,000 |
| CHILDRENS BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD SUITE 210 | SHERMAN OAKS | CA | 91403 | NONE | PC | TO PROVIDE SUPPORT SERVICES AND RECONSTRUCTIVE TREATMENT TO BURN PATIENTS (AGES 18 AND UNDER) AND THEIR FAMILIES THROUGHOUT SOUTHERN CALIFORNIA. | $20,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 W SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PC | MEDICAL | $50,000 |
| CREATIVE ARTS TEMPLE | |||||||
| 32 KAVENISH DR | RANCHO MIRAGE | CA | 92270 | NONE | PC | ARTS AND RELIGIOUS, SPIRITUAL CONGREGATION, WITH GREAT CONCERN FOR ONE ANOTHER, OUR COMMUNITY, AND THOSE IN NEED. | $25,000 |
| DUCHENNE BROTHERS FOUNDATION | |||||||
| PO BOX 7184 | NORCO | CA | 92860 | NONE | PC | DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR KIDS WITH DUCHENNE MUSCULAR DYSTROPHY | $750 |
| FRIENDS OF MALIBU URGENT CARE | |||||||
| PO BOX 6836 | MALIBU | CA | 90264 | NONE | PC | MEDICAL | $25,000 |
| LOS ANGELES JEWISH HOME FOR THE AGING | |||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | PC | TO PROVIDE EXCELLENCE IN SENIOR CARE | $25,000 |
| LOS ANGELES MISSION | |||||||
| 303 E 5H STREET | LOS ANGELES | CA | 90013 | NONE | PC | TO BREAK THE CYCLE OF HOMELESSNESS AND POVERTY, BY STABILIZING PEOPLE IN A SAFE AND SPIRITUAL ENVIRONMENT, CONNECTING THEM TO SOLUTIONS AND WALKING WITH THEM ON THEIR JOURNEY. | $25,000 |
| LOS ANGELES SHERIFFS FOUNDATION | |||||||
| 11301 W OLYMPIC BLVD STE 121-722 | LOS ANGELES | CA | 90064 | NONE | PC | TO SUPPORT DEPUTY TRAINING, EDUCATION, WELLNESS AND SAFETY | $100,000 |
| MALIBU JEWISH CENTER & SYNAGOGUE | |||||||
| 24855 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | NONE | PC | TO RECONSTRUCT JUDAISM THROUGH INNOVATIVE RELIGIOUS SCHOOL AND JOYOUS CELEBRATION | $10,000 |
| PEPPERDINE UNIVERSITY | |||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | NONE | PC | EDUCATIONAL | $50,000 |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | MEDICAL | $25,000 |
| SHARE INC | |||||||
| PO BOX 1342 | BEVERLY HILLS | CA | 90213 | NONE | PC | TO RAISE FUNDS FOR THE DEVELOPMENTALLY DISABLED, ABUSED AND NEGLECTED CHILDREN AS WELL AS MEDICAL RESEARCH FOR ALL FORMS OF DEVELOPMENTAL DISABILITIES. | $25,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | TO HELP LIFESAVING CARE AND TREATMENT FOR CHILDREN. | $35,000 |
| THE ACADEMY MUSEUM FOUNDATION | |||||||
| 8949 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | PC | ARTS AND EDUCATION | $1,000 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIE BLVD STE 900 | LOS ANGELES | CA | 90024 | NONE | PC | EDUCATIONAL | $50,000 |
| YESHIVA GEDOLAH OF LOS ANGELES | |||||||
| 5444 WEST OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | PC | TO PROVIDE STUDENTS WITH A HIGH LEVEL OF EDUCATION IN BOTH JUDAIC AND SECULAR STUDIES. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $541,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $379,991 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $544 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $380,535 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $380,535 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | CategoryTxt |
| Amt | $6,310 | Amt |
| Net Investment Income | $6,310 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (93 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AETNA INC GLB 06.750% DEC 15 2037 | $125,998 | $112,452 |
| ALABAMA POWER CO 05.700% FEB 15 2033 | $63,209 | $52,166 |
| AMAZON.COM INC GLB 02.800% AUG 22 2024 | $100,539 | $98,450 |
| AMAZON.COM INC GLB 04.800% DEC 05 2034 | $111,993 | $103,406 |
| AMERICAN EXPRESS CO GLB 02.500% JUL 30 2024 | $100,133 | $98,222 |
| AMERICAN EXPRESS CO GLB 04.900% FEB 13 2026 | $99,412 | $100,273 |
| AMERIPRISE FINANCIAL INC GLB 04.500% MAY 13 2032 | $93,239 | $99,373 |
| AMGEN INC GLB 02.200% FEB 21 2027 | $98,545 | $93,046 |
| AMGEN INC GLB 02.600% AUG 19 2026 | $99,819 | $95,058 |
| APPLE INC GLB 03.200% MAY 11 2027 | $102,197 | $96,827 |
| BANK OF AMERICA CORP SUBORDINATED MTN 04.200% AUG 26 2024 | $100,518 | $99,059 |
| BANK OF NY MELLON CORP SER MTN 03.400% JAN 29 2028 | $101,696 | $95,196 |
| BERKSHIRE HATHAWAY FIN COMPANY GUARNT GLB 01.850% MAR 12 2030 | $91,743 | $87,128 |
| BERKSHIRE HATHAWAY INC GLB 03.125% MAR 15 2026 | $100,964 | $97,220 |
| BOEING CO GLB 03.600% MAY 01 2034 | $103,764 | $88,542 |
| CATERPILLAR INC 05.300% SEP 15 2035 | $93,147 | $86,562 |
| CATERPILLAR INC GLB 02.600% SEP 19 2029 | $93,492 | $92,145 |
| CATERPILLAR INC GLB 03.400% MAY 15 2024 | $100,359 | $99,252 |
| CITIGROUP INC SUBORDINATED GLB 04.400% JUN 10 2025 | $101,135 | $98,714 |
| CITIGROUP INC SUBORDINATED GLB 06.000% OCT 31 2033 | $123,668 | $105,707 |
| COCA-COLA CO/THE GLB 03.450% MAR 25 2030 | $102,131 | $96,170 |
| COMMWEALTH EDISON 1ST MORTGAGE SER 100 05.875% FEB 01 2033 | $128,184 | $105,904 |
| DEERE & CO 08.100% MAY 15 2030 | $124,110 | $119,473 |
| DEERE & COMPANY 07.125% MAR 03 2031 | $111,377 | $116,665 |
| EDISON INTERNATIONAL GLB 04.950% APR 15 2025 | $104,826 | $99,315 |
| ENERGY TRANSFER PARTNERS 04.050% MAR 15 2025 | $103,317 | $98,386 |
| ENTERPRISE PRODUCTS OPER COMP GUARNT SER J GLB 05.750% MAR 01 2035 | $121,953 | $104,636 |
| ENTERPRISE PRODUCTS OPER COMPANY GUARNT 03.125% JUL 31 2029 | $103,990 | $93,637 |
| FEDEX CORP COMPANY GUARNT 04.900% JAN 15 2034 | $89,770 | $76,077 |
| FLORIDA POWER & LIGHT 1ST MORTGAGE 05.625% APR 01 2034 | $130,863 | $107,270 |
| GOLDMAN SACHS BDC INC 02.875% JAN 15 2026 | $152,783 | $142,888 |
| GOLDMAN SACHS GROUP INC SER MTN 03.850% JUL 08 2024 | $100,285 | $99,095 |
| GOLDMAN SACHS GROUP INC SER NOTZ 05.500% FEB 15 2035 | $120,780 | $103,200 |
| HOME DEPOT INC GLB 02.500% APR 15 2027 | $99,759 | $94,264 |
| HOME DEPOT INC GLB 05.875% DEC 16 2036 | $117,244 | $112,038 |
| HONEYWELL INTERNATIONAL GLB 04.850% NOV 01 2024 | $100,107 | $99,646 |
| HONEYWELL INTERNATIONAL GLB 05.700% MAR 15 2036 | $119,120 | $109,789 |
| IBM CORP B 05.875% NOV 29 2032 | $115,789 | $109,532 |
| IBM CORP GLB 01.700% MAY 15 2027 | $95,355 | $91,390 |
| INTEL CORP GLB 02.450% NOV 15 2029 | $95,964 | $90,100 |
| INTEL CORP GLB 03.400% MAR 25 2025 | $101,236 | $98,306 |
| JPMORGAN CHASE & CO GLB VAR% JUN 01 2028 | $94,437 | $91,526 |
| JPMORGAN CHASE & CO SUBORDINATED GLB 04.250% OCT 01 2027 | $102,046 | $98,990 |
| KINDER MORGAN INC COMP GUARNT SER GMTN 07.800% AUG 01 2031 | $131,102 | $114,471 |
| KINDER MORGAN INC COMPANY GUARNT GLB 04.300% MAR 01 2028 | $107,557 | $98,698 |
| KINDER MORGAN INC COMPANY GUARNT GLB 02.000% FEB 15 2031 | $94,285 | $83,181 |
| KINDER MORGAN, INC COMP GUARNT SER GMTN 08.050% OCT 15 2030 | $130,558 | $117,694 |
| LOCKHEED MARTIN CORP GLB 03.550% JAN 15 2026 | $101,769 | $98,181 |
| LOCKHEED MARTIN CORP GLB 03.600% MAR 01 2035 | $51,167 | $45,924 |
| LOCKHEED MARTIN CORP GLB 04.950% OCT 15 2025 | $50,148 | $50,386 |
| MARSH & MCLENNAN COS INC GLB 03.500% JUN 03 2024 | $100,480 | $99,056 |
| MASTERCARD INC GLB 03.300% MAR 26 2027 | $102,255 | $97,044 |
| MCDONALD'S CORP SER MTN 04.700% DEC 09 2035 | $52,962 | $49,494 |
| MERCK & CO INC GLB 01.900% DEC 10 2028 | $91,483 | $90,031 |
| MICROSOFT CORP GLB 04.200% NOV 03 2035 | $107,059 | $100,496 |
| MORGAN STANLEY SUBORDINATED GLB 05.000% NOV 24 2025 | $102,616 | $99,873 |
| NASDAQ INC GLB 01.650% JAN 15 2031 | $94,339 | $81,285 |
| NIKE INC GLB 02.750% MAR 27 2027 | $100,960 | $95,289 |
| NORTHERN TRUST CORP GLB 03.650% AUG 03 2028 | $100,688 | $96,717 |
| NORTHERN TRUST CORP SUBORDINATED GLB VAR%MAY 08 2032 | $98,316 | $92,520 |
| NORTHROP GRUMMAN CORP COMPANY GUARNT GLB 07.750% FEB 15 2031 | $135,137 | $116,451 |
| NORTHROP GRUMMAN CORP GLB 04.400% MAY 01 2030 | $106,503 | $99,595 |
| OCCIDENTAL PETROLEUM COR GLB 03.400% APR 15 2026 | $99,948 | $95,519 |
| ORACLE CORP GLB 04.300% JUL 08 2034 | $105,334 | $93,631 |
| ORACLE CORP GLB 04.650% MAY 06 2030 | $96,754 | $99,755 |
| PACIFICORP 1ST MORTGAGE 05.750% APR 01 2037 | $116,122 | $102,415 |
| PLAINS ALL AMER PIPELINE GLB 04.650% OCT 15 2025 | $105,348 | $98,898 |
| PUBLIC SERVICE OKLAHOMA SER G 06.625% NOV 15 2037 | $137,427 | $110,588 |
| SCHERING PLOUGH COMPANY GUARNT 06.500% DEC 01 2033 | $295,523 | $293,965 |
| SHELL INTERNATIONAL FIN COMPANY GUARNT GLB 04.125% MAY 11 2035 | $105,649 | $95,365 |
| SOUTHERN CO SER 21-B GLB 01.750% MAR 15 2028 | $91,607 | $88,997 |
| SOUTHERN COPPER CORP GLB 03.875% APR 23 2025 | $100,845 | $98,248 |
| SOUTHERN COPPER CORP GLB 07.500% JUL 27 2035 | $138,804 | $116,136 |
| STARBUCKS CORP GLB 03.550% AUG 15 2029 | $100,972 | $96,474 |
| STARBUCKS CORP GLB 04.000% NOV 15 2028 | $102,526 | $98,571 |
| TARGET CORP 06.350% NOV 01 2032 | $124,072 | $112,868 |
| TARGET CORP GLB 03.375% APR 15 2029 | $100,302 | $96,323 |
| TARGET CORP GLB 02.500% APR 15 2026 | $49,962 | $48,145 |
| TOLEDO EDISON COMPANY 06.150% MAY 15 2037 | $153,551 | $124,149 |
| TOYOTA MOTOR CREDIT CORP SER MTN 03.375% APR 01 2030 | $50,517 | $47,066 |
| UNION PACIFIC CORP GLB 02.800% FEB 14 2032 | $96,568 | $88,886 |
| UNITEDHEALTH GROUP 04.000% MAY 15 2029 | $98,223 | $98,643 |
| UNITEDHEALTH GROUP 05.800% MAR 15 2036 | $118,671 | $109,492 |
| VALERO ENERGY CORP 07.500% APR 15 2032 | $129,521 | $115,177 |
| VALERO ENERGY CORP GLB 06.625% JUN 15 2037 | $121,445 | $109,875 |
| VERIZON COMMUNICATIONS GLB 03.875% FEB 08 2029 | $102,852 | $97,048 |
| VERIZON COMMUNICATIONS GLB 04.500% AUG 10 2033 | $79,302 | $73,275 |
| VIRGINIA ELEC & POWER CO SER A 03.500% MAR 15 2027 | $97,180 | $96,713 |
| WALT DISNEY COMPANY/THE COMPANY GUARNT GLB 03.700% MAR 23 2027 | $103,942 | $98,604 |
| WALT DISNEY COMPANY/THE COMPANY GUARNT GLB 06.200% DEC 15 2034 | $105,237 | $113,260 |
| WALT DISNEY COMPANY/THE COMPANY GUARNT GLB 03.700% SEP 15 2024 | $100,814 | $98,895 |
| WELLS FARGO & COMPANY SUBORDINATED SER MTN 04.100% JUN 03 2026 | $100,977 | $97,837 |
| WILLIAMS COMPANIES INC GLB 02.600% MAR 15 2031 | $101,507 | $85,632 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $233,969 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $210,499 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO BANK 05.050% MAY 01 2024 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $150,000 | BookValueAmt |
| EOYFMV | $149,850 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD ROCHELLE STERLING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9441 WILSHIRE BLVD PENTHOUSE SUITE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND FILING FEES | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |