THE CONFIDENCE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE CONFIDENCE FOUNDATION (EIN 95-3500483)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202413129349102001
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2024-11-07T13:17:24-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953500483 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONFIDENCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONF | BusinessNameControlTxt |
| Phone | 6264415188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHEYENNA WHITTIER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6264415188 | PhoneNum |
| Signature | 2024-10-31 | 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 | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2024-10-30 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $93,173,301 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $684,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $684,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,683,157 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,364,459 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,240,430 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,994 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $250,588 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,385,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,175,384 | 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 |
| Legal Fees Rev And Expnss | $1,330 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $332 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $998 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $685,905 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $171,476 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $514,429 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,982 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,540 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $748,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $538,292 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,218,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,075,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,967,187 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,614,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,581,670 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,997,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,524 | CashBOYAmt |
| Cash EOY | $12,037 | CashEOYAmt |
| Cash EOYFMV | $12,037 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,351,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $978,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $978,631 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $39,776 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,995 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,995 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $20,643,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,205,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,205,536 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $54,111,419 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,911,198 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $63,911,198 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $27,309 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,904 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,904 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $77,182,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,173,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $93,173,301 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $50,431 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $61,129 | AccountsPayableEOYAmt |
| Grants Payable BOY | $103,933 | GrantsPayableBOYAmt |
| Grants Payable EOY | $196,330 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $572,516 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $829,247 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $726,880 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,086,706 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $76,455,136 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $92,086,595 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,455,136 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $92,086,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,182,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $93,173,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,455,136 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,581,670 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,469,860 | OtherIncreasesAmt |
| Subtotal | $92,343,326 | SubtotalAmt |
| Other Decreases | $256,731 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $92,086,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 2023-12-31 | 2023-12-31 | $7,364,459 | $5,681,302 | $1,683,157 | $1,683,157 | |
| GREATPOINT VENTURES INNOVATION FUND II, LP | 2022-12-31 | 2022-12-31 | -$392 | -$392 | P | ||
| MULTIVERSE INVESTMENT FUND I, LP | 2023-12-31 | 2023-12-31 | -$25,705 | -$25,705 | P | ||
| WHITTIER INTERNATIONAL FUND A | 2023-12-31 | 2023-12-31 | -$77,412 | -$77,412 | P | ||
| WHITTIER CORPORATE AMERICA FUND, LP | 2023-12-31 | 2023-12-31 | $3,229,222 | $3,229,222 | P | ||
| WHITTIER SMID CAP FUND, LP | 2023-12-31 | 2023-12-31 | $431,560 | $431,560 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,240,430 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $83,369 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $83,369 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $83,369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,522 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,522 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $40,847 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264415188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| CHEYENNA WHITTIER | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| KIMBERLY A WHITTIER | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID A DAHL | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | CFO/DIRECTOR | 2.00 | $0 | $0 | $0 |
| HALEY KIRK DAHL | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MICHAEL J CASEY | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LINDA J BLINKENBERG | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ARLO G SORENSEN | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT & PHILANTHROPIC SVCS | ServiceTypeTxt |
| Compensation | $685,905 | 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 | $22,888,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,257,135 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $61,133,328 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $86,279,368 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $86,279,368 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,294,191 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,985,177 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,249,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,249,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83,369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83,369 | TotalTaxAmt |
| Distributable Before Adj | $4,165,890 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,165,890 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,165,890 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,614,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,614,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,165,890 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,014,438 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,614,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,014,438 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,599,787 | 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 | $2,566,103 | 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 (184 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AINSLEY'S ANGELS OF AMERICA | ||||||||
| PO BOX 1063 | VIRGINIA BEACH | VA | 23451 | NONE | PC | SUPPORT OF THE OPERATING EXPENSES OF THE SOUTHERN CALIFORNIA CHAPTER OF AINSLEY'S ANGELS | $1,000 | |
| AMALFI JETS CHARITABLE FOUNDATION | ||||||||
| 5716 CORSA AVE STE 204 | WESTLAKE VILLAGE | CA | 91362 | NONE | PC | 2023 STUDENT LEADERSHIP ACCELERATOR PROGRAM - SOFIA KRAUS | $2,500 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS DBA ASPCA | ||||||||
| 520 EIGTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| AQUARIUM OF THE PACIFIC | ||||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ARCTIC ICE PROJECT | ||||||||
| PO BOX 5087 | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| ARMED SERVICES YMCA CAMP PENDLETON | ||||||||
| BOX 555028 | CAMP PENDLETON | CA | 920555028 | NONE | PC | CHILD CAMP PENDLETON FISHER CHILDRENS CENTER PROGRAMS | $50,000 | |
| BAINBRIDGE ARTISAN RESOURCE NETWORK | ||||||||
| 8890 THREE TREE LN NE | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC | 8840 GO! CAMPAIGN | $1,000 | |
| BIG BROTHERS BIG SISTERS HAWAII INC | ||||||||
| 2119 N KING STREET | HONOLULU | HI | 96819 | NONE | PC | BIG BROTHERS BIG SISTERS OF MAUI - GENERAL OPERATING SUPPORT | $15,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | ||||||||
| 3333 WILSHIRE BLVD | LOS ANGELES | CA | 90005 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BIG BROTHERS BIG SISTERS OF NORTHERN NEVADA | ||||||||
| 1300 FOSTER DR STE 210 | RENO | NV | 89509 | NONE | PC | CHALLENGE - TO SUPPORT THE CRITICAL MISSION OF PROVIDING ONE-ON-ONE MENTORING RELATIONSHIPS FOR AT-RISK YOUTH IN N. NV. | $25,000 | |
| BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE INC | ||||||||
| 1801 E EDINGER AVE | SANTA ANA | CA | 92705 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BIG BROTHERS BIG SISTERS OF PUGET SOUND | ||||||||
| 1600 S GRAHAM ST | SEATTLE | WA | 98108 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BONNER COMMUNITY FOOD CENTER INC | ||||||||
| 1707 CULVERS DRIVE | SANDPOINT | ID | 83864 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| BOY SCOUTS OF AMERICA COUNCIL 30 SOUTHERN SIERRA COUNCIL | ||||||||
| 2417 M ST | BAKERSFIELD | CA | 93301 | NONE | PC | TO SUPPORT THE GROWTH OF SCOUTING IN KERN, INYO AND MONO COUNTIES | $12,500 | |
| BOY SCOUTS OF AMERICA COUNCIL 30 SOUTHERN SIERRA COUNCIL | ||||||||
| 2417 M ST | BAKERSFIELD | CA | 93301 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| BOY SCOUTS OF AMERICA COUNCIL CHIEF SEATTLE COUNCIL | ||||||||
| 3120 RAINIER AVE S | SEATTLE | WA | 98144 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BOY SCOUTS OF AMERICA MOUNT BAKER COUNCIL (SAN JUAN ISLANDS) | ||||||||
| 1715 100TH PL SE STE B | EVERETT | WA | 98208 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| BOY SCOUTS OF AMERICA ALOHA COUNCIL | ||||||||
| 42 PUIWA ROAD | HONOLULU | HI | 96817 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BOY SCOUTS OF AMERICA GREATER LOS ANGELES AREA COUNCIL | ||||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BOY SCOUTS OF AMERICA WESTERN LOS ANGELES COUNTY COUNCIL | ||||||||
| 16525 SHERMAN WAY UNIT C-8 | VAN NUYS | CA | 91406 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BOYS & GIRLS CLUB OF MAUI INC | ||||||||
| 100 KANALOA AVENUE | KAHULUI | HI | 96732 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BOYS & GIRLS CLUB OF MAUI INC | ||||||||
| 100 KANALOA AVENUE | KAHULUI | HI | 96732 | NONE | PC | CAREER DEVELOPMENT PROGRAM & FIRE SUPPORT | $5,000 | |
| BOYS & GIRLS CLUB OF TRUCKEE MEADOWS | ||||||||
| 2680 E NINTH STREET | RENO | NV | 89512 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| BOYS & GIRLS CLUB OF TRUCKEE MEADOWS | ||||||||
| 2680 E NINTH STREET | RENO | NV | 89512 | NONE | PC | CHALLENGE - TO SUPPORT 2023 ANNUAL AWARDS BANQUET | $25,000 | |
| BOYS AND GIRLS CLUBS OF SNOHOMISH COUNTY | ||||||||
| 8223 BROADWAY SUITE 100 | EVERETT | WA | 98203 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| 1450 NORTH UNIVERSITY AVENUE | PROVO | UT | 84604 | NONE | PC | $2.5K TO THE CHEER SQUAD, $2.5K TO MENS BASEBALL, $2.5K TO WOMENS SOFTBALL, $2.5K TO ACCOUNTING PROGRAM-MARRIOTT SCHOOL OF BUSINESS | $10,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91106 | NONE | PC | TO SUPPORT THE BLINKENBERG SURF SCHOLARSHIP FUND | $25,000 | |
| CALIFORNIA SCHOOL OF THE ARTS FOUNDATION | ||||||||
| 1010 N MAIN ST | SANTA ANA | CA | 92701 | NONE | PC | VISUAL ARTS CONSERVATORY | $1,000 | |
| CASHION CULTURAL LEGACY | ||||||||
| PO BOX 611201 | SAN JOSE | CA | 95161 | NONE | PC | SUPPORT FOR LOS LUPEOS ACADEMY | $1,000 | |
| CHARLES R DREW UNIVERSITY OF MEDICINE AND SCIENCE | ||||||||
| 1731 EAST 120TH STREET | LOS ANGELES | CA | 90059 | NONE | PC | ENDOWED SCHOLARSHIP FUND | $100,000 | |
| CHILDRENS HEALTH COUNCIL INC | ||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | NONE | PC | TO SUPPORT CLINICAL SERVICES | $2,500 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD 1 | LOS ANGELES | CA | 90027 | NONE | PC | INSTITUTE FOR NURSING & INTER-PROFESSIONAL RESEARCH | $35,000 | |
| CHILDREN'S HOSPITAL OF ORANGE COUNTY FOUNDATION FOR CHILDREN | ||||||||
| 455 SOUTH MAIN STREET | ORANGE | CA | 92868 | NONE | PC | MENTAL HEALTH | $2,500 | |
| COACHELLA VALLEY REPERTORY | ||||||||
| 68510 E PALM CANYON DR | CATHEDRAL CITY | CA | 92234 | NONE | PC | YOUTH OUTREACH EDUCATION AND SCHOLARSHIP PROGRAMS | $2,500 | |
| COMMUNITY ASSISTANCE LEAGUE INCORPORATED | ||||||||
| PO BOX 1361 | SANDPOINT | ID | 83864 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CORPORATION OF THE FINE ARTS MUSEUMS | ||||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | PC | MUSEUM AMBASSADORS AT THE FINE ARTS MUSEUMS OF SAN FRANCISCO | $2,500 | |
| COVENANT HOUSE CALIFORNIA | ||||||||
| 1325 N WESTERN AVE | LOS ANGELES | CA | 90027 | NONE | PC | TRANSFORMATIONAL LIFE SKILLS AND EDUCATION SERVICES | $50,000 | |
| CREATIVE VISIONS FOUNDATION | ||||||||
| 18820 PACIFIC COAST HWY STE 201 | MALIBU | CA | 90265 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CRITTERS WITHOUT LITTERS | ||||||||
| 4300 STINE ROAD 720 | BAKERSFIELD | CA | 93313 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CRYSTAL COVE CONSERVANCY | ||||||||
| 5 CRYSTAL COVE | NEWPORT COAST | CA | 92657 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 1801 E EDINGER AVE 135 | SANTA ANA | CA | 92705 | NONE | PC | GENERAL OPERATING SUPPORT - TEAM PAUL'S PATROL | $10,000 | |
| DOLORES MISSION SCHOOL | ||||||||
| 170 SOUTH GLESS STREET | LOS ANGELES | CA | 90033 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ENVIRONMENTAL NATURE CENTER | ||||||||
| 1601 EAST 16TH STREET | NEWPORT BEACH | CA | 92663 | NONE | PC | NATURE PRESCHOOL SCHOLARSHIP FUND | $5,000 | |
| FAMILIES FORWARD (FORMERLY MOTHERS' CLUB) | ||||||||
| 980 N FAIR OAKS AVE | PASADENA | CA | 91103 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| FLINTRIDGE SACRED HEART ACADEMY | ||||||||
| 440 ST KATHERINE DRIVE | LA CANADA | CA | 91011 | NONE | PC | FINANCIAL ASSISTANCE FOR STUDENTS IN NEED | $1,000 | |
| FOOD BANK OF NORTHERN NEVADA | ||||||||
| 550 ITALY DRIVE | SPARKS | NV | 89437 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FOSS WATERWAY SEAPORT | ||||||||
| 705 DOCK STREET | TACOMA | WA | 98402 | NONE | PC | WILLITS BROTHERS CANOE EXHIBIT & SCIENCE ON THE SEA PROGRAM SUPPORT | $30,000 | |
| FOSS WATERWAY SEAPORT | ||||||||
| 705 DOCK STREET | TACOMA | WA | 98402 | NONE | PC | UPGRADE TO FACILITY'S RESTROOMS | $75,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q STREET SUITE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | TIM BONNEL SCHOLARSHIP FUND | $1,000 | |
| FOUR WINDS INC | ||||||||
| PO BOX 140 | DEER HARBOR | WA | 982430140 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| FREEDOM4U | ||||||||
| 336 TEJON PLACE | PALOS VERDES | CA | 90274 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| FRIENDS OF ROBINSON GARDENS | ||||||||
| 1008 ELDEN WAY | BEVERLY HILLS | CA | 90210 | NONE | PC | CHILDREN'S SCIENCE PROGRAM | $2,500 | |
| FRIENDS OF SCOTCHMAN PEAKS WILDERNESS | ||||||||
| PO BOX 2061 | SANDPOINT | ID | 83864 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| FRIENDS OF THE IDAHO PANHANDLE AVALANCHE CENTER INC | ||||||||
| PO BOX 405 | PONDERAY | ID | 83852 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FRIENDS OF THE LOS ANGELES RIVER (FOLAR) | ||||||||
| 570 W AVENUE 26 | LOS ANGELES | CA | 90065 | NONE | PC | LA RIVER FELLOWSHIP | $25,000 | |
| FRIENDS OF THE YGNACIO VALLEY LIBRARY | ||||||||
| 2866 BOWLING GREEN DR | WALNUT CREEK | CA | 94598 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GATEWAYS HOSPITAL & MENTAL HEALTH CENTER | ||||||||
| 1891 EFFIE STREET | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GLENDALE UNIFIED SCHOOL DISTRICT | ||||||||
| 223 N JACKSON STREET | GLENDALE | CA | 91206 | NONE | PC | GLENDALE HIGH SCHOOL BOYS VARSITY VOLLEYBALL TEAM | $1,000 | |
| GLENDORA POLICE OFFICERS FOUNDATION | ||||||||
| 150 S GLENDORA AVE | GLENDORA | CA | 91741 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GLOBALGIVING | ||||||||
| 1110 VERMONT AVE NW | WASHINGTON | DC | 20005 | NONE | PC | GG-INV-2023-06676 - GIVING CARDS | $1,500 | |
| GOLDEN EMPIRE GLEANERS | ||||||||
| 1326 30TH ST UNIT A | BAKERSFIELD | CA | 93301 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | TO SUPPORT VARIOUS PUBLIC CHARITIES ON A WIDE VARIETY OF CAUSES | $250,000 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | QTR FUND | $250,000 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | TO SUPPORT VARIOUS PUBLIC CHARITIES ON A WIDE VARIETY OF CAUSES | $354,000 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | GRAHAM KRAUS-SANDERS MEMORIAL SCHOLARSHIP FUND (KRAU01) | $2,500 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | TO SUPPORT VARIOUS PUBLIC CHARITIES ON A WIDE VARIETY OF CAUSES | $152,500 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | TO SUPPORT VARIOUS PUBLIC CHARITIES ON A WIDE VARIETY OF CAUSES | $1,000 | |
| GREENWICH ALLIANCE FOR EDUCATION | ||||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PC | TO SUPPORT THE NEW LEBANON SCHOOL THEATER PROGRAM | $1,500 | |
| GREENWICH ALLIANCE FOR EDUCATION | ||||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PC | NORTH MIANUS SCHOOL - LARGE MONITOR FOR GYMNASIUM | $5,000 | |
| GREENWICH PUBLIC SCHOOLS | ||||||||
| 290 GREENWICH AVE | GREENWICH | CT | 06830 | NONE | PC | EASTERN MIDDLE SCHOOL - SCHOOL PROGRAMS | $3,500 | |
| GREENWICH UNITED WAY | ||||||||
| 2 DEARFIELD DRIVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GRINDSTONE MINISTRIES INC | ||||||||
| PO BOX 133 | PANAMA | OK | 74951 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GUIDE DOGS OF AMERICATENDER LOVING CANINES | ||||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | NONE | PC | PRISON PROGRAM | $62,500 | |
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NONE | PC | MAUI STRONG FUND | $500 | |
| HELEN WOODWARD ANIMAL CENTER | ||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | THERAPEUTIC RIDING AND PET ENCOUNTER THERAPY PROGRAMS | $50,000 | |
| HELEN WOODWARD ANIMAL CENTER | ||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| HELEN WOODWARD ANIMAL CENTER | ||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | ANIMEALS PROGRAM | $2,500 | |
| HIGHER GROUND INC | ||||||||
| PO BOX 6791 | KETCHUM | ID | 83340 | NONE | PC | VETERANS PROGRAM SUPPORT - CONDITIONAL CHALLENGE GRANT | $50,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HILLSIDES | ||||||||
| 940 AVENUE 64 | PASADENA | CA | 91105 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOAG HOSPITAL FOUNDATION | ||||||||
| 330 PLACENTIA AVE 100 | NEWPORT BEACH | CA | 92663 | NONE | PC | TO SUPPORT PARKINSON'S AND MOVEMENT DISORDERS PROGRAMS | $25,000 | |
| HOAG HOSPITAL FOUNDATION | ||||||||
| 330 PLACENTIA AVE 100 | NEWPORT BEACH | CA | 92663 | NONE | PC | H.E.R. SUMMIT | $5,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HOPE OF THE VALLEY RESCUE MISSION | ||||||||
| PO BOX 7609 | MISSION HILLS | CA | 91346 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| HORSE TO HEART | ||||||||
| 27345 SAND CANYON RD | CANYON COUNTRY | CA | 91387 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES (HMRI) | ||||||||
| 686 SOUTH FAIR OAKS AVENUE | PASADENA | CA | 91105 | NONE | PC | PROGRAM SUPPORT HIGH SCHOOL STEM PROGRAM | $53,933 | |
| IDAHO CONSERVATION LEAGUE | ||||||||
| 710 N 6TH ST | BOISE | ID | 83702 | NONE | PC | PONDEREY LAKE PROGRAM | $25,000 | |
| IDAHO FOODBANK WAREHOUSE INC DBA THE IDAHO FOODBANK | ||||||||
| 3630 E COMMERCIAL CT | MERIDIAN | ID | 83642 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| IMMACULATE CONCEPTION SCHOOL | ||||||||
| 830 GREEN AVE | LOS ANGELES | CA | 90017 | NONE | PC | TUITION SUPPORT | $2,500 | |
| INTERFACE CHILDREN & FAMILY SERVICES | ||||||||
| 4001 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK (AKA NORTH COUNTY FOOD BANK) | ||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | NONE | PC | CLIENT CHOICE AND COLLEGE HUNGER RELIEF PROGRAMS IN NORTH COUNTY SAN DIEGO | $35,000 | |
| JOHN TRACY CENTER | ||||||||
| 2160 WEST ADAMS BLVD | LOS ANGELES | CA | 90018 | NONE | PC | AUDIOLOGY SERVICES FOR UNDERSERVED CHILDREN | $50,000 | |
| KANIKSU LAND TRUST | ||||||||
| PO BOX 2123 | SANDPOINT | ID | 83864 | NONE | PC | TO SUPPORT ACQUISITION OF SAND CREEK | $15,000 | |
| KARMA RESCUE INC | ||||||||
| 2632 WILSHIRE BLVD | SANTA MONICA | CA | 90403 | NONE | PC | MEDICAL ASSISTANCE AND TRAINING PROGRAM | $1,000 | |
| LAKE ARROWHEAD SAILING ASSOCIATION | ||||||||
| 42 REDBERRY | IRVINE | CA | 92618 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| LAS FOTOS PROJECT CO COMMUNITY PARTNERS | ||||||||
| PO BOX 741265 | LOS ANGELES | CA | 900741265 | NONE | PC | LAS FOTOS PROJECT - GENERAL OPERATING SUPPORT | $1,000 | |
| LCHS SPARTAN FOOTBALL FOUNDATION | ||||||||
| 1118 OLIVE LN | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PC | SUPPORT FOR EQUIPMENT, TRANSPORTATION, COACHES' SALARIES AND OTHER PROGRAM EXPENSES | $1,000 | |
| LOVE AND UNITY CHRISTIAN FELLOWSHIP | ||||||||
| P O BOX 5449 | COMPTON | CA | 90224 | NONE | PC | FELLOWSHIP SUMMER CAMP PROGRAM | $5,000 | |
| LOYOLA HIGH SCHOOL OF LOS ANGELES | ||||||||
| 1901 VENICE BLVD | LOS ANGELES | CA | 90006 | NONE | PC | PILLAR PROJECT | $2,500 | |
| LOYOLA HIGH SCHOOL OF LOS ANGELES | ||||||||
| 1901 VENICE BLVD | LOS ANGELES | CA | 90006 | NONE | PC | REV. LAWRENCE B. MURPHY, S.J. SCHOLARSHIP FUND | $2,500 | |
| MARE RIDING CENTER | ||||||||
| PO BOX 21916 | BAKERSFIELD | CA | 93390 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MAUI HUMANE SOCIETY INC | ||||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MCKINLEY CHILDREN'S CENTER INC | ||||||||
| 762 WEST CYPRESS STREET | SAN DIMAS | CA | 91773 | NONE | PC | MCKINLEYS DIGITAL LIBRARY PROJECT | $20,000 | |
| MIDNIGHT MISSION | ||||||||
| 601 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90014 | NONE | PC | WORKFORCE DEVELOPMENT FOR INDIVIDUALS & FAMILIES EXPERIENCING HOMELESSNESS - CREATING SELF-SUFFICIENCY THROUGH EMPLOYMENT & EDUCATION | $20,000 | |
| MODEL FOREST POLICY PROGRAM | ||||||||
| PO BOX 328 | SAGLE | ID | 83860 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PC | SEA OTTER RECOVERY WORK | $1,000 | |
| MOUNT SAINT MARY'S UNIVERSITY | ||||||||
| 12001 CHALON ROAD | LOS ANGELES | CA | 90049 | NONE | PC | UNDERGRADUATE SCHOLARSHIP SUPPORT - MULTIYEAR GRANT (100K/2022 & 2023) | $50,000 | |
| MOUNTAIN COMMUNITIES BOYS AND GIRLS CLUB | ||||||||
| PO BOX 2228 | FOREST SHADE ROAD | CA | 92325 | NONE | PC | GENERAL OPERATING SUPPORT, IN SUPPORT OF THE CONCERT UNDER THE STARS | $25,000 | |
| MOUNTAIN COMMUNITIES BOYS AND GIRLS CLUB | ||||||||
| PO BOX 2228 | FOREST SHADE ROAD | CA | 92325 | NONE | PC | GENERAL OPERATING SUPPORT - 2024 PRE-PAYMENT | $25,000 | |
| MUSIC CONSERVATORY OF SANDPOINT INC | ||||||||
| PO BOX 907 | SANDPOINT | ID | 83864 | NONE | PC | FOR ENERGY EFFICIENT WINDOWS ($35,000 FROM CHEY & $30,000 FROM KIM) | $65,000 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1500 K STREET SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT SEQUOIA PARK PRESERVATION | $25,000 | |
| NEUROMUSCULAR DISEASE FOUNDATION | ||||||||
| 269 S BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | NONE | PC | PRE-CLINICAL RESEARCH ON GNE MYOPATHY - CHALLENGE GRANT | $125,000 | |
| NEVADA DISCOVERY MUSEUM | ||||||||
| 490 S CENTER STREET | RENO | NV | 89501 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| NEVADA MILITARY SUPPORT ALLIANCE | ||||||||
| 985 DAMONTE RANCH PKWY STE 310 | RENO | NV | 89521 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| NEWPORT HARBOR SAILING FOUNDATION | ||||||||
| 1048 IRVINE AVE SUITE 820 | NEWPORT BEACH | CA | 92660 | NONE | PC | GENERAL OPERATING SUPPORT - (ANONYMOUS) | $1,000 | |
| NORTHERN NEVADA YOUTH GOLF FOUNDATION | ||||||||
| 3550 BARRON WAY | RENO | NV | 89511 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ONE COOL EARTH | ||||||||
| PO BOX 150 | SAN LUIS OBISPO | CA | 93406 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| ORANGE COAST COLLEGE FOUNDATION | ||||||||
| 2701 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | NONE | PC | COMMUNITY OUTREACH POSITION | $25,000 | |
| ORANGE COUNTY COMMUNITY FOUNDATION | ||||||||
| 4041 MACARTHUR BLVD | NEWPORT BEACH | CA | 92660 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ORANGE COUNTY COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 2 IRVINE PARK ROAD | ORANGE | CA | 92869 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ORANGEWOOD FOUNDATION | ||||||||
| 1575 EAST 17TH STREET | SANTA ANA | CA | 92705 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| OUTWARD BOUND ADVENTURES INC | ||||||||
| PO BOX 202 | PASADENA | CA | 91103 | NONE | PC | OBA'S DIVERSE OUTDOOR LEADERS INSTITUTE PROGRAM | $50,000 | |
| PF BRESEE FOUNDATION | ||||||||
| 184 S BIMINI PLACE | LOS ANGELES | CA | 90004 | NONE | PC | COLLEGE SCHOLARSHIPS, IN MEMORY OF BRIAN CHUC | $2,500 | |
| PACIFIC BATTLESHIP CENTER | ||||||||
| 250 S HARBOR BLVD | SAN PEDRO | CA | 90731 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | ||||||||
| 725 S FIGUEROA ST SUITE 450 | LOS ANGELES | CA | 90017 | NONE | PC | AMPLIFY SCHOLARSHIP PROGRAM | $100,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 555 CAPITOL MALL | SACRAMENTO | CA | 95814 | NONE | PC | ELEVATING THE CONSTITUTIONAL STATUS OF PROPERTY RIGHTS | $25,000 | |
| PALOS VERDES ON THE NET | ||||||||
| 550 DEEP VALLEY DR | ROLLING HILLS ESTATES | CA | 90274 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PANIDA THEATER COMMITTEE INC | ||||||||
| PO BOX 1981 | SANDPOINT | ID | 83864 | NONE | PC | REPAIRS TO THE PANIDA THEATER | $40,000 | |
| PASADENA EDUCATIONAL FOUNDATION | ||||||||
| 351 SOUTH HUDSON AVENUE | PASADENA | CA | 91101 | NONE | PC | SIERRA MADRE ELEMENTARY SCHOOL - $2,500 MIKE CASEY III | $2,500 | |
| PASADENA SENIOR CENTER | ||||||||
| 85 EAST HOLLY STREET | PASADENA | CA | 91103 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| PELICAN COVE COUNSELING CENTER | ||||||||
| 240 S GARFIELD AVE | ALHAMBRA | CA | 91801 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PENINSULA FRIENDS OF THE LIBRARY | ||||||||
| 701 SILVER SPUR ROAD | ROLLING HILLS ESTATES | CA | 90274 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PEPPERDINE UNIVERSITY | ||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | NONE | PC | 2023 YOUTH CITIZENSHIP SEMINAR AT PEPPERDINE UNIVERSITY | $50,000 | |
| PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA | ||||||||
| PBK ALUMNI IN SOUTHERN CALIFORNIA | PACIFIC PALISADES | CA | 90272 | NONE | PC | SCHOLARSHIP PROGRAM | $1,000 | C/O TREASURER |
| PORTAL SCHOOLS | ||||||||
| 555 AVIATION BLVD | EL SEGUNDO | CA | 90245 | NONE | PC | PORTAL LEARNING: MODEL PROVIDING | $100,000 | |
| PROVIDENCE HEALTH AND SERVICES FOUNDATION SAN FERNANDO AND SANTA CLARITA VA | ||||||||
| 501 S BUENA VISTA STREET | BURBANK | CA | 91505 | NONE | PC | TO SUPPORT THE INFANT MEDICATION DELIVERY PROGRAMMING | $100,000 | |
| PROVIDENCE TRINITYCARE FOUNDATION | ||||||||
| 5315 TORRANCE BLVD | TORRANCE | CA | 90503 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 3003 S STATE STREET STE 8000 | ANN ARBOR | MI | 48109 | NONE | PC | TO SUPPORT THE BLAVIN SCHOLARS PROGRAM | $10,000 | |
| ROCK CREEK ALLIANCE | ||||||||
| PO BOX 2636 | SANDPOINT | ID | 83864 | NONE | PC | GENERAL FUND | $15,000 | |
| ROSE BOWL LEGACY FOUNDATION | ||||||||
| 1001 ROSE BOWL DRIVE | PASADENA | CA | 91103 | NONE | PC | THE ROSE BOWL INSTITUTE PROGRAM SUPPORT | $50,000 | |
| ROSE BOWL LEGACY FOUNDATION | ||||||||
| 1001 ROSE BOWL DRIVE | PASADENA | CA | 91103 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SAMUELI ACADEMY | ||||||||
| 1901 N FAIRVIEW ST | SANTA ANA | CA | 92706 | NONE | PC | FOSTER YOUTH SUPPORT | $1,000 | |
| SAMUELI ACADEMY | ||||||||
| 1901 N FAIRVIEW ST | SANTA ANA | CA | 92706 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SAN DIEGO IMPERIAL COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 1207 UPAS STREET | SAN DIEGO | CA | 92103 | NONE | PC | SUPPORT AVIATION CAREER EXPLORING | $60,000 | |
| SAN JUAN COMMUNITY THEATRE | ||||||||
| PO BOX 1063 | FRIDAY HARBOR | WA | 98250 | NONE | PC | YOUTH THEATRE EDUCATION 2023-24 SEASON | $10,000 | |
| SANDPOINT CENTRE CORPORATION | ||||||||
| 50 DAWN WAY | SANDPOINT | ID | 83864 | NONE | PC | TO SUPPORT COMMUNITY PROJECT IN RURAL NORTH IDAHO | $15,000 | |
| SANDPOINT WALDORF SCHOOL | ||||||||
| PO BOX 95 | SANDPOINT | ID | 83864 | NONE | PC | TO SUPPORT CAPITAL CAMPAIGN TO BUILD NEW SCHOOL | $20,000 | |
| SANDPOINT WALDORF SCHOOL | ||||||||
| PO BOX 95 | SANDPOINT | ID | 83864 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SCRIPPS WHITTIER DIABETES INSTITUTE | ||||||||
| 10140 CAMPUS POINT DRIVE | SAN DIEGO | CA | 92121 | NONE | PC | PROJECT DULCE SUPPORT - M/Y GRANT | $100,000 | |
| SECOND HARVEST FOOD BANK ORANGE COUNTY | ||||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | PC | KIDS CAF PROGRAM | $5,000 | |
| SEGERSTROM CENTER FOR THE ARTS | ||||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | NONE | PC | ADVOCATES CIRCLE SUPPORT | $2,500 | |
| SKY TAVERN | ||||||||
| 21130 MOUNT ROSE HIGHWAY | RENO | NV | 89511 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SMITH COLLEGE | ||||||||
| 33 ELM STREET | NORTHAMPTON | MA | 01060 | NONE | PC | IN SUPPORT OF BASKETBALL PROGRAM | $2,000 | |
| SOUTH HIGH SCHOOL | ||||||||
| 4801 PACIFIC COAST HWY | TORRANCE | CA | 90505 | NONE | PC | TO SUPPORT THE CTE (CAREER TECHNICAL EDUCATION) PATHWAY PROGRAM | $5,000 | |
| SOUTH PASADENA HIGH SCHOOL TIGER BOOSTER CLUB INC | ||||||||
| 1401 FREMONT AVE | SOUTH PASADENA | CA | 91030 | NONE | PC | SOUTH PASADENA HIGH SCHOOL SOCCER PROGRAM BOYS | $2,500 | |
| ST PHILIP THE APOSTLE SCHOOL | ||||||||
| 1363 CORDOVA STREET | PASADENA | CA | 91106 | NONE | PC | BLESSED ARE THE CHILDREN | $2,500 | |
| STEP 2 | ||||||||
| 3700 SAFE HARBOR WAY | RENO | NV | 89512 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| STRENGTH OF SHADOW DOG RESCUE INC | ||||||||
| PO BOX 97 | BODFISH | CA | 93205 | NONE | PC | GENERAL OPERATING SUPPORT - TO BE PAID IN TWO $25K INSTALLMENTS. | $100,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| TCU BOX 297044 | FORT WORTH | TX | 76129 | NONE | PC | EMBA AND OFFICE OF INCLUSIVE EXCELLENCE | $2,500 | |
| THE CATALINA ISLAND CONSERVANCY | ||||||||
| 320 GOLDEN SHORE AVE SUITE 220 | LONG BEACH | CA | 90802 | NONE | PC | LEADERSHIP CIRCLE/NHYC MARINEROS | $2,500 | |
| THE CATALINA ISLAND CONSERVANCY | ||||||||
| 320 GOLDEN SHORE AVE SUITE 220 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE HARMONY PROJECT | ||||||||
| 325 N LARCHMONT BLVD | LOS ANGELES | CA | 90004 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE HARRAH AUTOMOBILE FOUNDATION | ||||||||
| 10 SOUTH LAKE STREET | RENO | NV | 89501 | NONE | PC | TO SUPPORT FUNDING FOR THE EDUCATION CENTER | $20,000 | |
| THE MUSEUM OF FLIGHT | ||||||||
| 9404 E MARGINAL WAY SOUTH | SEATTLE | WA | 98108 | NONE | PC | LIBRARY AND ARCHIVES; 9-04 BUILDING ENVIRONMENTAL ENHANCEMENTS & STORAGE IMPROVEMENTS | $50,000 | |
| THE MUSEUM OF FLIGHT | ||||||||
| 9404 E MARGINAL WAY SOUTH | SEATTLE | WA | 98108 | NONE | PC | TO SUPPORT LIBRARY AND ARCHIVES; 9-04 BUILDING ENVIRONMENTAL ENHANCEMENTS & STORAGE IMPROVEMENTS | $100,000 | |
| THE OLYMPIC CLUB FOUNDATION | ||||||||
| 524 POST STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | YOUTH SPORTS IN THE BAY AREA | $10,000 | |
| THE RIGHTWAY FOUNDATION | ||||||||
| 3650 W MARTIN LUTHER KING JR BLVD | LOS ANGELES | CA | 90008 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE SAN DIEGO FOUNDATION | ||||||||
| 2508 HISTORIC DECATUR RD | SAN DIEGO | CA | 92106 | NONE | PC | TO SUPPORT THE BLINKENBERG SCHOLARSHIP FUND | $25,000 | |
| THE SEATTLE PUBLIC LIBRARY FOUNDATION | ||||||||
| 1000 4TH AVE | SEATTLE | WA | 98164 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | NONE | PC | RIORDAN SCHOLARS PROGRAM | $1,000 | |
| TRANSPACIFIC YACHT CLUB | ||||||||
| PO BOX 4232 | COSTA MESA | CA | 92628 | NONE | PC | 2023 REGATTA SUPPORT | $25,000 | |
| UNIVERSITY OF NEVADA RENO FOUNDATION | ||||||||
| MAIL STOP 0007 | RENO | NV | 89557 | NONE | PC | $1,874 SILVER & BLUE SOCIETY; $2,250 WHITTIER TRUST JAZZ SUMMIT FELLOWS; $876 COLLEGE OF BUSINESS BIZFIT PROGRAM | $5,000 | |
| UNIVERSITY OF NEVADA RENO FOUNDATION | ||||||||
| MAIL STOP 0007 | RENO | NV | 89557 | NONE | PC | NEVADA ALUMNI ASSOCIATION | $2,500 | |
| UNIVERSITY OF NEVADA RENO FOUNDATION | ||||||||
| MAIL STOP 0007 | RENO | NV | 89557 | NONE | PC | COLLEGE OF BUSINESS ANNUAL FUND | $2,500 | |
| VILLA ESPERANZA SERVICES | ||||||||
| 2116 EAST VILLA STREET | PASADENA | CA | 91107 | NONE | PC | TO SUPPORT THE TOURNAMENT OF HOPE | $5,000 | |
| VOX FEMINA LOS ANGELES | ||||||||
| 3341 CAROLINE AVE | CULVER CITY | CA | 90232 | NONE | PC | YOUTH MUSIC EDUCATION | $1,000 | |
| WASHOE LEGAL SERVICES AKA NORTHERN NEVADA LEGAL AID | ||||||||
| 299 S ARLINGTON AVE | RENO | NV | 89501 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| WELLSPRING FAMILY SERVICES | ||||||||
| 1900 RAINIER AVENUE SOUTH | SEATTLE | WA | 98144 | NONE | PC | WELLSPRING EARLY LEARNING PROGRAM | $2,000 | |
| WESTERN CENTER ON LAW & POVERTY | ||||||||
| 3701 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WHITE PLAINS CHILDRENS CENTER INC | ||||||||
| 313 SE MAYNARD RD | CARY | NC | 27511 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| WITHINREACH | ||||||||
| 155 NE 100TH | SEATTLE | WA | 98125 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| WOMEN AND CHILDREN'S CENTER OF THE SIERRA | ||||||||
| 3905 NEIL RD 2 | RENO | NV | 89502 | NONE | PC | GATEWAY TO SUCCESS: THE GATEWAY TO SUCCESS PROGRAM WAS LAUNCHED IN 2014 TO HELP WOMEN SECURE EMPLOYMENT | $1,000 | |
| WOODCRAFT RANGERS | ||||||||
| 340 E 2ND STREET SUITE 200 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| YMCA OF ORANGE COUNTY | ||||||||
| 13821 NEWPORT AVENUE | TUSTIN | CA | 92780 | NONE | PC | SUPPORTING CHILDREN'S ACTIVITIES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,075,933 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCRIPPS WHITTIER DIABETES INSTITUTE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10140 CAMPUS POINT DRIVE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROJECT DULCE SUPPORT - M/Y GRANT | GrantOrContributionPurposeTxt |
| Amt | $200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $684,366 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,683,157 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP INCOME | 01 | $16,452 |
| OTHER INCOME | 01 | $1,542 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,385,517 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,385,517 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $12,700 | $3,175 | $9,525 |
| TAX PREPARATION FEES | $10,400 | $2,600 | $7,800 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2360 UNITS VANGUARD EMERGING MARKET EQUITY ETF | $96,996 | $96,996 |
| 825 UNITS MIDCAP SPDR TR UNIT SER 1 | $418,588 | $418,588 |
| 980 UNITS 3M CO | $107,134 | $107,134 |
| 980 UNITS AMERICAN EXPRESS CO COM | $183,593 | $183,593 |
| 980 UNITS APPLE COMPUTER INC COM | $188,679 | $188,679 |
| 980 UNITS BOEING CO COM | $255,447 | $255,447 |
| 980 UNITS CATERPILLAR INC DEL COM | $289,757 | $289,757 |
| 980 UNITS CHEVRON CORP COM | $146,177 | $146,177 |
| 980 UNITS CISCO SYS INC COM | $49,510 | $49,510 |
| 980 UNITS COCA COLA CO COM | $57,751 | $57,751 |
| 980 UNITS DISNEY WALT CO COM DISNEY | $88,484 | $88,484 |
| 980 UNITS DOW INC COM | $53,743 | $53,743 |
| 980 UNITS GOLDMAN SACHS GROUP INC COM | $378,055 | $378,055 |
| 980 UNITS HOME DEPOT INC COM | $339,619 | $339,619 |
| 980 UNITS HONEYWELL INTL INC | $205,516 | $205,516 |
| 980 UNITS INTEL CORP COM | $49,245 | $49,245 |
| 980 UNITS INTERNATIONAL BUSINESS MACHS COM | $160,279 | $160,279 |
| 980 UNITS J P MORGAN CHASE & CO COM | $166,698 | $166,698 |
| 980 UNITS JOHNSON & JOHNSON COM | $153,605 | $153,605 |
| 980 UNITS MCDONALDS CORP COM | $290,580 | $290,580 |
| 980 UNITS MERCK & CO INC COM | $106,840 | $106,840 |
| 980 UNITS MICROSOFT CORP COM | $368,519 | $368,519 |
| 980 UNITS NIKE INC CL B | $106,399 | $106,399 |
| 980 UNITS PROCTER & GAMBLE CO COM | $143,609 | $143,609 |
| 980 UNITS SALESFORCE COM INC | $257,877 | $257,877 |
| 980 UNITS TRAVELERS COMPANIES, INC COM | $186,680 | $186,680 |
| 980 UNITS UNITEDHEALTH GROUP INC COM | $515,941 | $515,941 |
| 980 UNITS VERIZON COMMUNICATIONS COM | $36,946 | $36,946 |
| 980 UNITS VISA INC COM CL A | $255,143 | $255,143 |
| 980 UNITS WAL MART STORES INC COM | $154,497 | $154,497 |
| 980 UNITS WALGREEN CO COM | $25,588 | $25,588 |
| 353 UNITS TEVA PHARMACEUTICAL INDS LTD ADR | $3,685 | $3,685 |
| 291 UNITS VODAFONE GROUP PLC NEW SPONSORED ADR | $2,532 | $2,532 |
| 160 UNITS BAIDU INC SPON ADR REP A | $19,054 | $19,054 |
| 298 UNITS ADOBE SYS INC COM | $177,787 | $177,787 |
| 2985 UNITS ALPHABET INC CL A | $416,975 | $416,975 |
| 2966 UNITS ALPHABET INC CL C | $417,998 | $417,998 |
| 5273 UNITS AMAZON COM INC COM | $801,180 | $801,180 |
| 544 UNITS AMGEN INC COM | $156,683 | $156,683 |
| 15210 UNITS APPLE COMPUTER INC COM | $2,928,381 | $2,928,381 |
| 837 UNITS AT&T INC COM | $14,045 | $14,045 |
| 294 UNITS AUTOMATIC DATA PROCESSING INCOME | $68,493 | $68,493 |
| 141 UNITS BIOGEN IDEC INC | $36,487 | $36,487 |
| 28 UNITS BOOKING HOLDINGS INC | $99,322 | $99,322 |
| 534 UNITS BRISTOL MYERS SQUIBB CO COM | $27,400 | $27,400 |
| 119 UNITS CHECK POINT SOFTWARE TECH LT ORD | $18,182 | $18,182 |
| 71 UNITS CIGNA CORP NEW COM | $21,261 | $21,261 |
| 3219 UNITS CISCO SYS INC COM | $162,624 | $162,624 |
| 353 UNITS COGNIZANT TECHNOLOGY SOLUTIONS CORP | $26,662 | $26,662 |
| 2453 UNITS COMCAST CORP | $107,564 | $107,564 |
| 255 UNITS COSTCO WHSL CORP NEW COM | $168,320 | $168,320 |
| 357 UNITS DISNEY WALT CO COM DISNEY | $32,234 | $32,234 |
| 743 UNITS EBAY INC COM | $32,410 | $32,410 |
| 65 UNITS EXPEDIA INC DEL COM NEW | $9,866 | $9,866 |
| 366 UNITS FOX CORP CL A COM | $10,859 | $10,859 |
| 894 UNITS GILEAD SCIENCES INC COM | $72,423 | $72,423 |
| 72 UNITS ILLUMINA INC COM | $10,025 | $10,025 |
| 3109 UNITS INTEL CORP COM | $156,227 | $156,227 |
| 179 UNITS INTUIT COM | $111,880 | $111,880 |
| 184 UNITS INTUITIVE SURGICAL INC | $62,074 | $62,074 |
| 10198 UNITS INVESCO QQQ TR UNIT SER 1 | $4,176,285 | $4,176,285 |
| 4920 UNITS MICROSOFT CORP COM | $1,850,117 | $1,850,117 |
| 231 UNITS NETFLIX INC COM | $112,469 | $112,469 |
| 442 UNITS NORTONLIFELOCK INC COM | $10,086 | $10,086 |
| 81 UNITS O REILLY AUTOMOTIVE INC NEW COM | $76,956 | $76,956 |
| 3024 UNITS ORACLE CORP COM | $318,820 | $318,820 |
| 319 UNITS PACCAR INC COM | $31,150 | $31,150 |
| 218 UNITS PAYCHEX INC COM | $25,966 | $25,966 |
| 778 UNITS PAYPAL HLDGS INC COM | $47,777 | $47,777 |
| 985 UNITS QUALCOMM INC COM | $142,461 | $142,461 |
| 276 UNITS ROSS STORES INC COM | $38,196 | $38,196 |
| 880 UNITS STARBUCKS CORP COM | $84,489 | $84,489 |
| 134 UNITS VERIZON COMMUNICATIONS COM | $5,052 | $5,052 |
| 117 UNITS VERTEX PHARMACEUTICALS INC COM | $47,606 | $47,606 |
| 356 UNITS FASTENAL CO COM | $23,058 | $23,058 |
| 229 UNITS MATTEL INC COM | $4,323 | $4,323 |
| 274 UNITS NEWS CORP NEW CL A | $6,727 | $6,727 |
| 41 UNITS STERICYCLE INC COM | $2,032 | $2,032 |
| 80 UNITS TRIPADVISOR INC COM | $1,722 | $1,722 |
| 222 UNITS VIATRIS INC COM | $2,404 | $2,404 |
| 80 UNITS WYNN RESORTS LTD COM | $7,289 | $7,289 |
| 940 UNITS ALTABA INC | $2,275 | $2,275 |
| 46 UNITS FIRST SOLAR INC COM | $7,925 | $7,925 |
| 980 UNITS AMGEN INC COM | $282,260 | $282,260 |
| 10000 UNITS REGIONS FINANCIAL CORP NEW DEP SH PFD SER E | $173,000 | $173,000 |
| 872747 UNITS FUNDVANTAGE TR AMBRUS INSTL | $8,692,557 | $8,692,557 |
| 221 UNITS WARNER BROS DISCOVERY INC | $2,515 | $2,515 |
| 233 UNITS SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | $19,891 | $19,891 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HERSHISER INCOME FUND IV LP | FMV | $26,006 | $26,006 |
| HERSHISER INCOME FUND V LP | FMV | $189,924 | $189,924 |
| GREATPOINT VENTURES INNOVATION FD II, LP | FMV | $1,018,222 | $1,018,222 |
| MULTIVERSE INVESTMENT FUND I, LP | FMV | $1,108,935 | $1,108,935 |
| WHITTIER INTERNATIONAL FUND A, L P | FMV | $2,462,622 | $2,462,622 |
| WHITTIER CORPORATE AMERICA FUND, LP | FMV | $49,333,609 | $49,333,609 |
| WHITTIER SMALL CAP FUND, LP | FMV | $9,481,453 | $9,481,453 |
| ENIAC SELECT I, LP | FMV | $290,427 | $290,427 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,330 | LegalFeesAmt |
| Net Investment Income | $332 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $998 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST AND DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $27,309 | BOYBookValueAmt |
| EOY Book Value | $58,904 | EOYBookValueAmt |
| EOYFMV | $58,904 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $256,731 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $3,975 | $0 | $3,975 |
| MEMBERSHIP DUES | $815 | $0 | $815 |
| INSURANCE | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND IV, LP | $0 | -$577 | $0 |
| INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND V, LP | $0 | $10,009 | $0 |
| INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A | $0 | $28,002 | $0 |
| INCOME FROM PARTNERSHIP - MULTIVERSE INVESTMENT FUND I, LP | $0 | -$14,263 | $0 |
| INCOME FROM PARTNERSHIP - ENIAC SELECT I, LP | $0 | -$9,514 | $0 |
| INCOME FROM PARTNERSHIP - GREATPOINT VENTURES INNOVATION FUND II, LP | $0 | -$11,494 | $0 |
| INCOME FROM PARTNERSHIP - WHITTIER CORPORATE AMERICA FUND, LP | $0 | $245,606 | $0 |
| INCOME FROM PARTNERSHIP -WHITTIER SMID CAP FUND, LP | $0 | $2,819 | $0 |
| PARTNERSHIP INCOME | $16,452 | $16,452 | |
| OTHER INCOME | $1,542 | $1,542 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $18,469,860 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES | Desc |
| BOY Book Value | $572,516 | BOYBookValueAmt |
| EOY Book Value | $829,247 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $171,476 | $171,476 | $0 |
| PHILANTHROPIC SVCS FEES | $514,429 | $0 | $514,429 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $32,782 | $0 | $0 |
| FILING FEES | $200 | $0 | $0 |