WHH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WHH FOUNDATION (EIN 20-0775264)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349107255
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T18:27:47-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954835865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOEHNER ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 730 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | 200775264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHHF | BusinessNameControlTxt |
| Phone | 6264496321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 AVONDALE ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLEY A PURNELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6264496321 | PhoneNum |
| Signature | 2024-11-15 | 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 | KRISTIN CREIGHTON | PreparerPersonNm |
| PTIN | P00216922 | PTIN |
| Phone | 6264496321 | PhoneNum |
| Preparation | 2024-11-15 | 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 | $168,124,009 | 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 | $75,317,027 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,632,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,632,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$525,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,195,941 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,781 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,781 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $79,431,209 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,639,272 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $158,720 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,936 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $82,138 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,272 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $364 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,727 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $68,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,777 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,990 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $440,395 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $249,904 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $151,421 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,456 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,725 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,256 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $66,421 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,257 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $56,638 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,700 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $474 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,826 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $828,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $308,437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $341,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,146,785 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,146,785 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,975,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $308,437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,488,781 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,455,850 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,330,835 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $425,452 | CashBOYAmt |
| Cash EOY | $801,517 | CashEOYAmt |
| Cash EOYFMV | $801,517 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,888,161 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,338,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,338,553 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,281,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,710,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,276,322 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $113,836 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $113,695 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $42,298 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $76,169,140 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $106,368,680 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $110,665,319 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $88,877,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $163,332,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $168,124,009 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $936 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $199 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $936 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $199 | 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 | $88,876,849 | RetainedEarningBOYAmt |
| Retained Earning EOY | $163,332,699 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $88,876,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $163,332,699 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,877,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $163,332,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $88,876,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,455,850 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $163,332,699 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $163,332,699 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $9,315,809 | $9,415,116 | -$99,307 | -$99,307 | ||
| PUBLICLY TRADED SECURITIES | P | $9,095,704 | $11,305,915 | -$2,210,211 | -$2,210,211 | ||
| SQP 1999, LLC | D | $22,549 | $22,549 | $22,549 | 2021-09-02 | 2023-12-31 | |
| CAPITAL GAINS DIVIDENDS | P | $1,761,879 | $1,761,879 | $1,761,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$525,090 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,199 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60,199 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60,199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,730 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $78,730 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,298 | EsPenaltyAmt |
| Overpayment | $17,233 | OverpaymentAmt |
| Applied To ES Tax | $17,233 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WHH-FOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264496321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 AVONDALE ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| KELLEY A PURNELL | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | TREASURER | 2.00 | $0 | $0 | $0 |
| MARK L PURNELL | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | CHAIR | 3.00 | $0 | $0 | $0 |
| BERNADETTE GLENN | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| KRISTEN S PURNELLL | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | VICE CHAIR | 3.00 | $0 | $0 | $0 |
| MICHAEL T KERR | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| DOUGLAS S MURRAY | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| COURTNEY MACMILLAN | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| EVE-LYNNE MURRAY | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| LUKAS LIEBISCHER | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | SECRETARY | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JUDITH SCHOMP | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | OPERATIONS MANAGER | 40.00 | $74,600 | $0 | $7,272 |
| LAUREN LEON | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | OPERATIONS COORDINAT | 35.00 | $55,020 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAPITAL GROUP PRIVATE CLIENT SERVICES | |||||
| 11100 SANTA MONICA BLVD 16TH FL | LOS ANGELES | CA | 90025 | ADVISORY | $248,768 |
| JMC PHILANTHROPIC ADVISORS INC | |||||
| 2444 WILSHIRE BOULEVARD SUITE 622 | SANTA MONICA | CA | 90403 | CONSULTING | $118,343 |
| GOEHNER ACCOUNTANCY | |||||
| 251 S LAKE AVE SUITE 730 | PASADENA | CA | 91101 | ACCOUNTING AND CONSULTING | $68,610 |
| 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 | $98,276,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,016,962 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,613,840 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $145,907,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $145,907,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,188,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $143,719,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,185,951 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,185,951 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,199 | TotalTaxAmt |
| Distributable Before Adj | $7,125,752 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,125,752 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,125,752 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,488,781 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,488,781 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,125,752 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $870,240 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $870,240 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,488,781 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,488,781 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $870,240 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $870,240 | 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 | $1,766,731 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ASPEN HOPE CENTER | |||||||
| PO BOX 1115 | BASALT | CO | 81621 | PC | GENERAL SUPPORT | $5,000 | |
| ASPEN SANTA FE BALLET | |||||||
| 0245 SAGE WAY | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $50,000 | |
| ASPEN SPORTS MEDICINE FOUNDATION | |||||||
| 725 VINE STREET | ASPEN | CO | 81611 | PC | PROGRAM/PROJECT SUPPORT | $35,000 | |
| ASPEN YOUTH CENTER | |||||||
| PO BOX 8266 | ASPEN | CO | 81612 | PC | GENERAL SUPPORT | $2,500 | |
| BENDFILM INC | |||||||
| 1000 NORTHWEST WALL STREET SUITE | BEND | OR | 97703 | PC | PROGRAM/PROJECT SUPPORT | $10,000 | 240 |
| BIRCH COMMUNITY SERVICES INC | |||||||
| 17780 NE SAN RAFAEL STREET | PORTLAND | OR | 97230 | PC | GENERAL SUPPORT | $25,000 | |
| CALIFORNIA COUNCIL ON SCIENCE & TECHNOLOGY (CCST) | |||||||
| 1017 L STREET 438 | SACRAMENTO | CA | 95814 | PC | GENERAL SUPPORT | $100,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 202-31 | PASADENA | CA | 91106 | PC | PROGRAM/PROJECT SUPPORT | $510,000 | |
| CANCER SUPPORT COMMUNITY PASADENA | |||||||
| 331 WEST SIERRA MADRE BLVD | SIERRA MADRE | CA | 91024 | PC | GENERAL SUPPORT | $15,000 | |
| CATHOLIC CHARITIES LABOURE CENTER | |||||||
| 275 WEST BROADWAY | SOUTH BOSTON | MA | 02127 | PC | GENERAL SUPPORT | $30,000 | |
| CENTRAL CITY HOSPITALITY | |||||||
| 290 TURK STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $5,000 | |
| CHANDLER SCHOOL | |||||||
| 1005 ARMADA DRIVE | PASADENA | CA | 91103 | PC | GENERAL SUPPORT | $14,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | PC | PROGRAM/PROJECT SUPPORT | $73,200 | |
| CLAREMONT GRADUATE UNIVERSITY | |||||||
| 150 E 10TH ST | CLAREMONT | CA | 91773 | PC | PROGRAM/PROJECT SUPPORT | $20,000 | |
| CLOCKSHOP | |||||||
| 2806 CLEARWATER ST | LOS ANGELES | CA | 90039 | PC | PROGRAM/PROJECT SUPPORT | $12,000 | |
| EDUCATORS 4 EXCELLENCE-LOS ANGELES | |||||||
| 80 PINE STREET FLOOR 28 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $10,000 | |
| ENGLISH IN ACTION | |||||||
| PO BOX 4856 | BASALT | CO | 81621 | PC | PROGRAM/PROJECT SUPPORT | $55,000 | |
| ENTREGA | |||||||
| PO BOX 2805 | CHARLOTTESVILLE | VA | 22902 | PC | GENERAL SUPPORT | $25,000 | |
| EVERY CHILD CENTRAL OREGON | |||||||
| PO BOX 953 | REDMOND | OR | 97756 | PC | GENERAL SUPPORT | $20,000 | |
| FAMILY ACCESS NETWORK | |||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | PC | GENERAL SUPPORT | $5,000 | |
| FOOD FORWARD | |||||||
| 7412 FULTON AVE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | GENERAL SUPPORT | $53,500 | |
| FOOTHILL FAMILY SERVICE | |||||||
| 2500 E FOOTHILL BLVD SUITE 300 | PASADENA | CA | 91107 | PC | GENERAL SUPPORT | $100,000 | |
| FRIENDS OF THE FUTURE | |||||||
| 64-1032 MAMALAHOA HWY 311 | WAIMEA | HI | 96743 | PC | GENERAL SUPPORT | $10,000 | |
| GIRLS ATHLETIC LEADERSHIP SCHOOL DENVER (GALS) | |||||||
| 750 GALAPAGO STREET | DENVER | CO | 80204 | PC | PROGRAM/PROJECT SUPPORT | $20,000 | |
| HOAG HOSPITAL FOUNDATION | |||||||
| 330 PLACENTIA AVENUE SUITE 100 | NEWPORT BEACH | CA | 92663 | PC | GENERAL SUPPORT | $25,000 | |
| HOMELESS GARDEN PROJECT | |||||||
| 30 WEST CLIFF DRIVE | SANTA CRUZ | CA | 95061 | PC | GENERAL SUPPORT | $20,000 | |
| HOW KIDS LEARN FOUNDATION | |||||||
| 467 RICH STREET | OAKLAND | CA | 94609 | PC | GENERAL SUPPORT | $10,000 | |
| HUDSON INSTITUTE | |||||||
| 1201 PENNSYLVANIA AVE NW SUITE 400 | WASHINGTON | DC | 20004 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | PC | PROGRAM/PROJECT SUPPORT | $660,000 | |
| IDYLLWILD ARTS FOUNDATION | |||||||
| 52500 TEMECULA ROAD | IDYLLWILD | CA | 92549 | PC | GENERAL SUPPORT | $7,500 | |
| INDEXICAL INC | |||||||
| 246 8TH AVE | SANTA CRUZ | CA | 95062 | PC | GENERAL SUPPORT | $40,000 | |
| IRISH EDUCATIONAL FOUNDATION INC | |||||||
| 19 CROSS STREET | MEDFIELD | MA | 05052 | PC | PROGRAM/PROJECT SUPPORT | $15,000 | |
| KAUAI MUSIC FESTIVAL | |||||||
| PO BOX 2575 | KAMEULA | HI | 96743 | PC | PROGRAM/PROJECT SUPPORT | $10,000 | |
| KIDS CONNECT | |||||||
| 535 SPRUCE STREET | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $5,000 | |
| LA-MAS | |||||||
| 2806 CLEARWATER STREET | LOS ANGELES | CA | 90039 | PC | GENERAL SUPPORT | $20,000 | |
| LA84 FOUNDATION | |||||||
| 2141 WEST ADAMS BLVD | LOS ANGELES | CA | 90018 | PC | GENERAL SUPPORT | $36,000 | |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 W FIFTH ST | LOS ANGELES | CA | 90071 | PC | GENERAL SUPPORT | $50,000 | |
| LOS ANGELES PHILHARMONIC | |||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $25,000 | |
| LOST ANGELS CHILDREN'S PROJECT | |||||||
| 45059 TREAVOR AVENUE | LANCASTER | CA | 93534 | PC | GENERAL SUPPORT | $10,000 | |
| MOSAIC PROJECT | |||||||
| 478 SANTA CLARA AVE SUITE 200 | OAKLAND | CA | 94610 | PC | GENERAL SUPPORT | $10,000 | |
| MOTHER'S GRACE | |||||||
| 11440 NORTH SAINT ANDREWS WAY | SCOTTSDALE | AZ | 85254 | PC | GENERAL SUPPORT | $10,000 | |
| MOUNTAIN STAR FAMILY RELIEF NURSERY | |||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | PC | PROGRAM/PROJECT SUPPORT | $42,500 | |
| MPAC | |||||||
| 5930 N FIGUEROA STREET 421005 | LOS ANGELES | CA | 90042 | PC | GENERAL SUPPORT | $2,500 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NORTHWEST SUITE 550 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $2,500 | |
| NIAD ART CENTER | |||||||
| 551 23RD STREET | RICHMOND | CA | 94804 | PC | GENERAL SUPPORT | $5,000 | |
| OHSU FOUNDATION | |||||||
| 1121 SOUTHWEST SALMON STREET | PORTLAND | OR | 97205 | PC | PROGRAM/PROJECT SUPPORT | $197,035 | |
| PACIFIC OAKS COLLEGE & CHILDREN'S SCHOOL | |||||||
| 45 EUREKA STREET | PASADENA | CA | 91103 | PC | GENERAL SUPPORT | $5,000 | |
| PARA LOS NINOS | |||||||
| 5000 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | PC | GENERAL SUPPORT | $100,000 | |
| PASADENA PLAYHOUSE | |||||||
| 600 PLAYHOUSE ALLEY SUITE 300 | PASADENA | CA | 91101 | PC | GENERAL SUPPORT | $5,000 | |
| PBS SOCAL | |||||||
| 2900 WEST ALAMEDA AVENUE | BURBANK | CA | 91505 | PC | GENERAL SUPPORT | $15,000 | |
| PLANNED PARENTHOOD OF LOS ANGELES | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | PC | GENERAL SUPPORT | $37,500 | |
| POWERMYLEARNING INC | |||||||
| 228 PARK AVENUE SOUTH PMB 16373 | NEW YORK | NY | 10003 | PC | PROGRAM/PROJECT SUPPORT | $11,000 | |
| PROJECT THIRTY FOUR | |||||||
| 3473 EAST AUSTIN DRIVE | GILBERT | AZ | 85296 | PC | GENERAL SUPPORT | $90,000 | |
| PUBLIC COUNSEL | |||||||
| 610 SOUTH ARDMORE AVENUE | LOS ANGELES | CA | 90005 | PC | GENERAL SUPPORT | $10,000 | |
| PUEBLO NUEVO EDUCATION AND DEVELOPMENT GROUP | |||||||
| 3435 W TEMPLE STREET | LOS ANGELES | CA | 90026 | PC | PROGRAM/PROJECT SUPPORT | $100,000 | |
| SAN MARINO SCHOOLS FOUNDATION | |||||||
| 1665 WEST DRIVE | SAN MARINO | CA | 91108 | PC | GENERAL SUPPORT | $16,000 | |
| SANTA FE INSTITUTE | |||||||
| 1399 HYDE PARK ROAD | SANTA FE | NM | 87501 | PC | GENERAL SUPPORT | $25,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 N ALAMEDA WAY SUITE 230 | LOS ANGELES | CA | 90012 | PC | PROGRAM/PROJECT SUPPORT | $120,050 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | PC | GENERAL SUPPORT | $25,000 | |
| SWIM WITH MIKE FOUNDATION | |||||||
| USC PO BOX 51000 | PASADENA | CA | 91115 | PC | GENERAL SUPPORT | $17,500 | |
| THE ARTS COUNCIL OF MOORE COUNTY | |||||||
| 482 E CONNECTICUT AVE | SOUTHERN PINES | NC | 28387 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| THE ASPEN INSTITUTE | |||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | PC | PROGRAM/PROJECT SUPPORT | $35,000 | |
| THE BRIGHTON JONES RICHER LIFE FOUNDATION | |||||||
| 2030 1ST AVENUE 3RD FLOOR | SEATTLE | WA | 98121 | PC | PROGRAM/PROJECT SUPPORT | $10,000 | |
| THE KOHALA CENTER INC | |||||||
| PO BOX 437462 | KAMUELA | HI | 96743 | PC | GENERAL SUPPORT | $10,000 | |
| THE OXBOW SCHOOL | |||||||
| 530 THIRD STRETT | NAPA | CA | 94559 | PC | GENERAL SUPPORT | $5,000 | |
| THEODORE PAYNE FOUNDATION FOR WILD FLOWERS AND NATIVE PLANTS | |||||||
| 10459 TUXFORD STREET | SUN VALLEY | CA | 91352 | PC | GENERAL SUPPORT | $25,000 | |
| TOWER THEATRE FOUNDATION | |||||||
| 835 NW WALL STREET | BEND | OR | 97701 | PC | PROGRAM/PROJECT SUPPORT | $15,000 | |
| UCSF FOUNDATION | |||||||
| 2001 THE EMBARCADERO 3RD FLOOR | SAN FRANCISCO | CA | 91433 | PC | PROGRAM/PROJECT SUPPORT | $62,500 | |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | PC | GENERAL SUPPORT | $50,000 | |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | PC | GENERAL SUPPORT | $10,000 | |
| WHITMAN COLLEGE | |||||||
| 345 BOYER AVE | WALLA WALLA | WA | 99362 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| WOMEN'S FOUNDATION OF CALIFORNIA | |||||||
| 1301 CLAY STREET 71719 | OAKLAND | CA | 94612 | PC | PROGRAM/PROJECT SUPPORT | $12,000 | |
| YOUNG STORYTELLERS | |||||||
| 923 EAST 3RD STREET SUITE 307 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $10,000 | |
| YOUTH SPIRIT ARTWORKS | |||||||
| 1740 ALCATRAZ AVENUE | BERKELEY | CA | 94703 | PC | GENERAL SUPPORT | $5,000 | |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | |||||||
| 725 SOUTH FIGUEROA STSUITE 450 | LOS ANGELES | CA | 90017 | PC | GENERAL SUPPORT | $5,000 | |
| PHOENIX CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 2929 EAST CAMELBACK ROADSUITE 122 | PHOENIX | AZ | 85016 | PC | GENERAL SUPPORTGENERAL SUPPORT | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 S OLIVE STREET | LOS ANGELES | CA | 90015 | PC | PROGRAM/PROJECT SUPPORT | $90,000 | |
| UTAH FILM CENTER | |||||||
| 50 BROADWAY STE 1125 | SALT LAKE CITY | UT | 84101 | PC | PROGRAM/PROJECT SUPPORT | $40,000 | |
| INNER-CITY ARTS | |||||||
| 720 KOHLER ST | LOS ANGELES | CA | 900211518 | PC | GENERAL SUPPORT | $5,000 | |
| BEREA COLLEGE | |||||||
| 101 CHESTNUT STREET CPO 2216 | BEREA | KY | 40403 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| JUSTSPACE ALLIANCE | |||||||
| 8336 DUBBS DRIVE | SEVERN | MD | 21144 | PC | GENERAL SUPPORT | $5,000 | |
| LINC HOUSING CORPORATION | |||||||
| 3590 ELM AVENUE | LONG BEACH | CA | 90807 | PC | GENERAL SUPPORT | $5,000 | |
| MACEDONIA COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 1755 EAST 114TH STREET | LOS ANGELES | CA | 91105 | PC | GENERAL SUPPORT | $5,000 | |
| THE WAVERLY SCHOOL | |||||||
| 67 WEST BELLEVUE DRIVE | PASADENA | CA | 91105 | PC | GENERAL SUPPORT | $10,000 | |
| SOCIAL JUSTICE PARTNERS LOS ANGELES | |||||||
| 360 E 2ND ST STE 800 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORTGENERAL SUPPORT | $15,000 | |
| LACMA (MUSEUM ASSOCIATES) | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | PC | GENERAL SUPPORTGENERAL SUPPORT | $5,000 | |
| EXECUTIVE SERVICE CORPS OF SOUTHERN CALIFORNIA | |||||||
| 1000 NORTH ALAMEDA STREET SUITE 330 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $5,000 | |
| HONOLULU CIVIL BEAT | |||||||
| 3465 WAIALAE AVE STE 200 | HONOLULU | HI | 96816 | PC | PROGRAM/PROJECT SUPPORT | $10,000 | |
| HEALTHY MOTHERS HEALTHY BABIES COALITION OF HAWAII | |||||||
| 245 NKUKUI ST 102A | HONOLULU | HI | 96817 | PC | PROGRAM/PROJECT SUPPORT | $25,000 | |
| COMMON GROUND COLLECTIVE | |||||||
| 810 KOKOMO ROAD SUITE 150 | HAIKUPAUWELA | HI | 96708 | PC | PROGRAM/PROJECT SUPPORT | $100,000 | |
| HAWAII ANIMAL RESCUE FOUNDATION | |||||||
| 1715 KAHEKILI HIGHWAY | WAILUKU | HI | 96793 | PC | PROGRAM/PROJECT SUPPORT | $15,000 | |
| IMUA FAMILY SERVICES | |||||||
| 161 SOUTH WAKEA AVENUE | KAHULUI | HI | 96732 | PC | PROGRAM/PROJECT SUPPORT | $50,000 | |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | PROGRAM/PROJECT SUPPORT | $100,000 | |
| REGENERATIVE EDUCATION CENTERS | |||||||
| 415 DAIRY ROAD | KAHULUI | HI | 96732 | PC | PROGRAM/PROJECT SUPPORTPROGRAM/PROJECT SUPPORT | $60,000 | |
| FEMINIST CENTER FOR CREATIVE WORK | |||||||
| 1800 S BRAND BLVD SUITE 111 | LOS ANGELES | CA | 91204 | PC | PROGRAM/PROJECT SUPPORT | $20,000 | |
| SMART READING | |||||||
| 1029 NORTHWEST 14TH STREET | BEND | OR | 97703 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| READING PARTNERS LOS ANGELES | |||||||
| 180 GRAND AVENUE SUITE 800 | OAKLAND | CA | 94610 | PC | GENERAL SUPPORT | $10,000 | |
| MALA'AI CULINARY GARDEN OF WAIMEA MID SCH | |||||||
| PO BOX 543 | KAMUELA | HI | 96743 | PC | GENERAL SUPPORT | $17,000 | |
| THE FIELD SEMESTER | |||||||
| 1948 MARIN AVENUE | BERKELEY | CA | 94707 | PC | PROGRAM/PROJECT SUPPORT | $40,000 | |
| AINSWORTH ELEMENTARY | |||||||
| 2425 SOUTHWEST VISTA AVENUE | PORTLAND | OR | 97201 | PC | PROGRAM/PROJECT SUPPORT | $15,000 | |
| VENTURA BOTANICAL GARDENS | |||||||
| 567 POLI ST | VENTURA | CA | 93001 | PC | GENERAL SUPPORT | $5,000 | |
| SIGN FRACTURE CARE INTERNATIONAL | |||||||
| 451 HILLS STREET SUITE B | RICHLAND | WA | 99354 | PC | PROGRAM/PROJECT SUPPORT | $115,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 S OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | PC | PROGRAM/PROJECT SUPPORT | $50,000 | |
| HAWAII GOOD FOOD ALLIANCE | |||||||
| 330 SARATOGA ROAD 89455 | HONOLULU | HI | 96830 | PC | PROGRAM/PROJECT SUPPORT | $25,000 | |
| ANCHORS OUTDOOR ADVENTURES | |||||||
| 19910 NORTHEAST 43RD CIRCLE | VANCOUVER | WA | 98682 | PC | GENERAL SUPPORT | $5,000 | |
| BIKE VENTURA | |||||||
| 490 N VENTURA AVE | VENTURA | CA | 93001 | PC | GENERAL SUPPORT | $5,000 | |
| LAGUNA PLAYHOUSE | |||||||
| 606 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 92651 | PC | PROGRAM/PROJECT SUPPORTPROGRAM/PROJECT SUPPORT | $15,000 | |
| THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,146,785 | 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 | $4,632,491 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,781 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$525,090 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,114,182 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,114,182 | 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 | ESTATE OF WILLIAM H HURT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 AVONDALE ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $75,317,027 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CASH: $70,328,478, PARTNERSHIP INTERESTS: 4,988,549 | NoncashPropertyDesc |
| Fair Market Value | $75,317,027 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $68,610 | Amt |
| Net Investment Income | $20,777 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,990 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $113,695 | EOYBookValueAmt |
| EOYFMV | $42,298 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $9,710,453 | EOYBookValueAmt |
| EOYFMV | $10,276,322 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $100,920,039 | $105,051,479 |
| GLOBAL SME GROWTH FUND LP | AT COST | $531,553 | $520,360 |
| POPLAR FOREST FUND, LP | AT COST | $4,458,480 | $5,017,696 |
| SQP 2000, LLC | AT COST | $71,914 | $75,784 |
| VIEWPOST HOLDINGS, LLC | AT COST | $386,694 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER AND TECHNOLOGY EQUIPMENT | $1,307 | $65 | $915 |
| OFFICE SUPPLIES | $622 | $31 | $435 |
| SOFTWARE SUBSCRIPTIONS | $2,842 | $141 | $1,995 |
| MEMBERSHIP DUES AND SUBSCRIPTIONS | $6,689 | $0 | $3,344 |
| INSURANCE | $1,178 | $25 | $243 |
| OFFICE EXPENSE | $19,062 | $212 | $13,894 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GLOBAL SME GROWTH FUND LP | $20,753 | $20,753 | $20,753 |
| POPLAR FOREST FUND LP | $4,466 | $4,466 | $4,466 |
| SQP 2000, LLC | $2,323 | $2,323 | $2,323 |
| SQP 1999, LLC | -$20,761 | -$20,761 | -$20,761 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $248,768 | $248,768 | $0 |
| CONSULTING | $118,343 | $0 | $118,343 |
| PAYROLL PROCESSING | $2,351 | $1,136 | $118 |
| AUDIT | $16,000 | $0 | $0 |
| LEGAL FEES | $54,933 | $0 | $32,960 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $20,009 | $0 | $0 |
| FOREIGN TAX | $22,078 | $22,078 | $0 |
| FILING FEES | $425 | $0 | $0 |
| PAYROLL TAXES | $12,944 | $647 | $6,256 |