W M KECK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- W M KECK FOUNDATION (EIN 95-6092354)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349102521
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:33:42-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SOUTH GRAND AVENUE SUITE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956092354 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WM KECK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WMKE | BusinessNameControlTxt |
| Phone | 2136122000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 SOUTH FLOWER STREET 800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON M KELLER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2136122000 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY M WYLIE | PreparerPersonNm |
| PTIN | P00241767 | PTIN |
| Phone | 2135932300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $1,550,102,225 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,795,482 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,797,390 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,699,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,536,057 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,190,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $303,905,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,964,898 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,883 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $357,763 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $74,686,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,656,108 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,935,610 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $519,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,430,888 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,554,082 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $663,831 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,876,439 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $810,133 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $86,417 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $720,319 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,593 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,593 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $523,662 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $314,197 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $209,465 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,517,772 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,274,093 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $195,081 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,826,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $178,008 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $199,260 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $198,188 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $976,539 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $939,255 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $115,065 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $115,065 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $580,980 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,993 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $305,836 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,039,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,039,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,993,201 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,628,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,486,669 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,668,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,039,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,479,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,981,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,616,569 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,898,242 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,880,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,880,379 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $148,958 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $170,597 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $148,958 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $148,958 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $63,470,007 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $86,803,836 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $86,803,836 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $587,493,926 | CorporateStockBOYAmt |
| Corporate Stock EOY | $669,155,333 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $669,155,333 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $27,984,106 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,914,442 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $29,914,442 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $644,997,314 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $723,797,963 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $723,797,963 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,737,640 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,379,075 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $489,631 | LandBOYAmt |
| Land EOY | $358,565 | LandEOYAmt |
| Land EOYFMV | $358,565 | LandEOYFMVAmt |
| Other Assets BOY | $6,943,537 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,042,749 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,042,749 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,370,447,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,550,102,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,550,102,225 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,607,465 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,050,238 | AccountsPayableEOYAmt |
| Grants Payable BOY | $26,538,498 | GrantsPayableBOYAmt |
| Grants Payable EOY | $21,682,212 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $8,433,951 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,844,333 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $36,579,914 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,576,783 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,333,867,446 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,513,525,442 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,333,867,446 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,513,525,442 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,370,447,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,550,102,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,333,867,446 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,981,070 | ExcessRevenueOverExpensesAmt |
| Other Increases | $183,639,066 | OtherIncreasesAmt |
| Subtotal | $1,513,525,442 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,513,525,442 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CLARUS LIFESCIENCES I, LP | P | 2023-01-01 | 2023-12-31 | $11,529 | $11,529 | $11,529 | |
| FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (B), LP | P | 2023-01-01 | 2023-12-31 | -$111,132 | -$111,132 | $111,132 | |
| STEPSTONE VC GLOBAL PARTNERS IV-B, LP | P | 2023-01-01 | 2023-12-31 | $7,217 | $7,217 | $7,217 | |
| STEPSTONE VC SECONDARIES FUND II, LP | P | 2023-01-01 | 2023-12-31 | $1 | $1 | $1 | |
| BDT CAPITAL PARTNERS FUND II (TE), LP | P | 2023-01-01 | 2023-12-31 | $145,785 | $145,785 | $145,785 | |
| CIP VI INSTITUTIONAL FEEDER, LP | P | 2023-01-01 | 2023-12-31 | $1,253,027 | $1,253,027 | $1,253,027 | |
| CLARUS LIFESCIENCES I, LP | P | 2023-01-01 | 2023-12-31 | -$1,311,369 | -$1,311,369 | $1,311,369 | |
| CRESTVIEW PARTNERS III (TE 2), LP | P | 2023-01-01 | 2023-12-31 | $1,689,485 | $1,689,485 | $1,689,485 | |
| ENERGY CAPITAL PARTNERS III-B, LP | P | 2023-01-01 | 2023-12-31 | $160,811 | $160,811 | $160,811 | |
| FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (B), LP | P | 2023-01-01 | 2023-12-31 | $5,806 | $5,806 | $5,806 | |
| MID EUROPA FUND III, LP | P | 2023-01-01 | 2023-12-31 | $831 | $831 | $831 | |
| SCP IV BLOCKER I AGGREGATOR, LP | P | 2023-01-01 | 2023-12-31 | $138,241 | $138,241 | $138,241 | |
| STEPSTONE VC GLOBAL PARTNERS IV-B, LP | P | 2023-01-01 | 2023-12-31 | $1,081,910 | $1,081,910 | $1,081,910 | |
| STEPSTONE VC SECONDARIES FUND II, LP | P | 2023-01-01 | 2023-12-31 | -$254,246 | -$254,246 | $254,246 | |
| STEPSTONE VC SECONDARIES FUND III, LP | P | 2023-01-01 | 2023-12-31 | $6,173,292 | $6,173,292 | $6,173,292 | |
| SVERICA CAPITAL PARTNERS IV, LP | P | 2023-01-01 | 2023-12-31 | $79,054 | $79,054 | $79,054 | |
| CAPITAL GAIN DIVIDEND | P | 2023-01-01 | 2023-12-31 | $5,251,047 | $5,251,047 | $5,251,047 | |
| PUBLICLY TRADED SECURITIES | P | 2023-01-01 | 2023-12-31 | $287,859,399 | $35,715,602 | $35,715,602 | $252,143,797 |
| DISPOSITION IN INTEREST OF MID EUROPA III | P | 2023-01-01 | 2023-12-31 | $11,429 | -$1,108,837 | -$1,108,837 | $1,120,266 |
| DISPOSITION IN INTEREST OF MID EUROPA III | P | 2023-01-01 | 2023-12-31 | $28,233 | $28,233 | $28,233 | |
| SUBSEQUENT INTEREST RECEIVED - ARGONAUT PRIVATE EQUITY FUND V-A | P | 2023-01-01 | 2023-12-31 | $8,611 | $8,611 | $8,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,964,898 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,064,970 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,064,970 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,064,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,056,156 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,256,156 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $293 | EsPenaltyAmt |
| Overpayment | $190,893 | OverpaymentAmt |
| Applied To ES Tax | $190,893 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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.WMKECK.ORG | WebsiteAddressTxt |
| Individual With Books | ROB HARRISON | IndividualWithBooksNm |
| Phone | 2136122000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S FLOWER STREET SUITE 800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (32 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT A DAY | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | CHAIRMAN AND MEMBER/DIRECTOR | 2.50 | $0 | $0 | $0 |
| STEPHANIE ARGYROS | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES A BAKER III | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER K BARKER | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.50 | $60,000 | $0 | $0 |
| ROBERT BRADWAY | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR WILLAM R BRODY | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 2.00 | $0 | $0 | $2,653 |
| PETER CARLTON | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOROTHY W DAY | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JONATHON S DAY | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH DAY | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | CO-CEO AND MEMBER /DIRECTOR | 12.00 | $300,000 | $0 | $0 |
| MATT DAY SR | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | VICE CHAIR AND MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATT DAY JR | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR JAMES S ECONOMOU | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 2.00 | $60,000 | $0 | $0 |
| DR THOMAS E EVERHART | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN A FINCH | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR RICHARD N FOSTER | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 2.00 | $60,000 | $0 | $4,130 |
| LUCINDA DAY FOURNIER | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | VICE PRESIDENT AND MEMBER/DIRECTOR | 2.50 | $60,000 | $0 | $0 |
| BRADFORD FREEMAN | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK C HOLSCHER | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER HOPKINS | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARIA HUMMER-TUTTLE | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIGHTON KECK | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN M KECK | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | CO-CEO AND MEMBER /DIRECTOR | 12.00 | $300,000 | $0 | $0 |
| THEODORE J KECK | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KENT KRESA | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHERRY LANSING | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR KELSEY MARTIN | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| RONALD P SPOGLI | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR EDWARD M STOLPER | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | MEMBER/DIRECTOR | 2.00 | $60,000 | $0 | $0 |
| ALLISON M KELLER | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | COO, CFO, AND EXECUTIVE DIRECTOR | 40.00 | $540,000 | $83,099 | $7,970 |
| DR MARIA PELLEGRINI | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | EXECUTIVE DIRECTOR OF PROGRAMS | 30.00 | $287,110 | $56,580 | $0 |
| STEPHANIE L GARACOCHEA | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | CORPORATE SECRETARY | 40.00 | $208,500 | $52,566 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DR KEVIN MOSES | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | SENIOR PROGRAM DIREC | 32.50 | $305,000 | $74,492 | $0 |
| DR THOMAS P RIEKER | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | SENIOR PROGRAM DIREC | 32.50 | $321,250 | $40,859 | $0 |
| DR JEAN J KIM | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | SENIOR PROGRAM DIREC | 32.50 | $293,794 | $52,432 | $0 |
| DR JUSTIN GALLIVAN | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | SENIOR PROGRAM DIREC | 32.50 | $292,500 | $48,310 | $0 |
| DR DOROTHY FLEISHER | ||||||||
| 515 S FLOWER STREET SUITE 800 | LOS ANGELES | CA | 90071 | SENIOR PROGRAM DIREC | 32.50 | $250,000 | $52,127 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 9 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EDGEWOOD MANAGEMENT LLC | |||||
| 535 MADISON AVE 15TH FL | NEW YORK | NY | 10022 | INVESTEMENT MANAGEMENT SERIVICES | $2,450,266 |
| HIGHTOWER ADVISORS LLC | |||||
| 200 W MADISON 25TH FLOOR | CHICAGO | IL | 60606 | INVESTEMENT MANAGEMENT SERIVICES | $2,017,439 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTEMENT MANAGEMENT SERIVICES | $972,212 |
| COLUMBIA MANAGEMENT INVESTMENT ADVISORS LLC | |||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | INVESTEMENT MANAGEMENT SERIVICES | $736,901 |
| ANDERSEN TAX LLC | |||||
| 350 SOUTH GRAND AVE SUITE 2000 | LOS ANGELES | CA | 90071 | TAX AND ACCOUTING SERVICES | $392,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 9 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,123,121,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,321,421 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $295,927,950 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,457,370,707 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,457,370,707 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,860,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,435,510,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,775,507 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,775,507 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,064,970 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,290 | IncomeTaxAmt |
| Total Tax | $1,067,260 | TotalTaxAmt |
| Distributable Before Adj | $70,708,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,708,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,708,247 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,479,870 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $67,121 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $70,546,991 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,708,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,141,692 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,546,991 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,141,692 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,405,299 | 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 | $5,302,948 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HTTPSWWWWMKECKORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 SOUTH FLOWER STREET SUITE 800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2136122000 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE AVAILABLE AT: HTTPS://WWW.WMKECK.ORG/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HTTPS://WWW.WMKECK.ORG/ | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS OR LIMITATIONS ON AWARDS INFORMATION ARE AVAILABLE AT: HTTPS://WWW.WMKECK.ORG/RESEARCH-APPLICATION-PROCESS/ AND HTTPS://WWW.WMKECK.ORG/SOCAL-APPLICATION-PROCESS/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (238 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A PURPOSEFUL RESCUE | |||||||
| 1122 CARMONA AVENUE PO BOX 351901 | LOS ANGELES | CA | 90035 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| AAUW - CA SPECIAL PROJECTS FUND | |||||||
| AAUW TORRANCE BRANCH ATTN TECH TREK | TORRANCE | CA | 90505 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $4,000 | |
| AAUW - CA SPECIAL PROJECTS FUND | |||||||
| AAUW TORRANCE BRANCH ATTN TECH TREK | TORRANCE | CA | 90505 | 501(C)(3)509(A)(1)23 | TORRANCE BRANCH TECH TREK PROGRAM | $50,000 | |
| ADAPTIVE SPORTS CENTER | |||||||
| TEN CRESTED BUTTE WAY TREASURY | MT CRESTED BUTTE | CO | 81225 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | CENTER LOWER LEVEL |
| ADVENTURE CHURCH | |||||||
| PO BOX 394 | LEWIS CENTER | OH | 43035 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $8,000 | |
| ADVOCATES FOR LANGUAGE LEARNING EL MARINO (ALLEM) | |||||||
| PO BOX 5532 | CULVER CITY | CA | 90231 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $6,000 | |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10467 | 501(C)(3) | TO PERFORM MULTIPLEXED FLUORESCENCE SPECTROSCOPY OF BIOLOGICAL SAMPLES. | $1,000,000 | |
| ALTASEA AT THE PORT OF LOS ANGELES | |||||||
| 2451 S SIGNAL STREET BERTH 59 | SAN PEDRO | CA | 90731 | 501(C)(3)509(A)(1)23 | TO FURNISH AND PROVIDE PROGRAMMING FOR A NEW INTERACTIVE EDUCATIONAL SPACE FOCUSED ON THE OCEANS AND BLUE ECONOMY. | $250,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 NORTH MICHIGAN AVENUE 17TH | CHICAGO | IL | 60601 | 501(C)(3) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $20,000 | FLOOR |
| ALZHEIMER'S ASSOCIATION CALIFORNIA SOUTHLAND CHAPTER | |||||||
| 9606 S SANTA MONICA BLVD SUITE 200 | BEVERLY HILLS | CA | 90210 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $250 | |
| AMERICA ON TECH | |||||||
| 333 S GRAND AVENUE 3310 | LOS ANGELES | CA | 90071 | 501(C)(3)509(A)(1) | TO ENGAGE HIGH SCHOOL STUDENTS IN A YEAR-LONG EXPLORATION OF TECHNOLOGY CAREERS IN PARTNERSHIP WITH INDUSTRY PROFESSIONALS. | $150,000 | |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | |||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| AMERICAN CANCER SOCIETY WEST REGION | |||||||
| 2185 NORTH CALIFORNIA BOULEVARD | WALNUT CREEK | CA | 94596 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | SUITE 290 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $20,000 | |
| AMERICAN MACULAR DEGENERATION FOUNDATION | |||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | 509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,000 | |
| AMERICAN SOCIETY OF TRANSPLANT SURGEONS | |||||||
| 1401 SOUTH CLARK ST SUITE 1120 | ARLINGTON | VA | 22202 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100,000 | |
| AMITY FOUNDATION | |||||||
| 2202 SOUTH FIGUEROA 717 | LOS ANGELES | CA | 90007 | 501(C)(3) | TO PILOT A MODEL OF TRANSITIONAL HOUSING COMBINED WITH UNION-RECOGNIZED TRAINING FOR CRAFT JOBS IN THE ENTERTAINMENT INDUSTRY FOR FORMERLY INCARCERATED YOUNG ADULTS. | $250,000 | |
| ANGEL FORCE USA | |||||||
| 1451 QUAIL STREET 110 | NEWPORT BEACH | CA | 92660 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $25,000 | |
| ANGIOGENESIS FOUNDATION | |||||||
| ONE BROADWAY 14TH FLOOR | CAMBRIDGE | MA | 02142 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100,000 | |
| AUGIE'S QUEST TO CURE ALS | |||||||
| PO BOX 9866 | DENVER | CO | 80209 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100,000 | |
| AUSTIN COMMUNITY FOUNDATION | |||||||
| 4315 GUADALUPE STREET SUITE 300 | AUSTIN | TX | 78751 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $25,000 | |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | 501(C)(3) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $50,000 | |
| BELLOSGUARDO FOUNDATION | |||||||
| 1407 E CABRILLO BOULEVARD | SANTA BARBARA | CA | 93108 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100,000 | |
| BEND INTERNATIONAL SCHOOL | |||||||
| 63020 OB RILEY RD | BEND | OR | 97703 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $16,000 | |
| BETHLEHEM INN | |||||||
| 3705 N HIGHWAY 97 | BEND | OR | 97703 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | |||||||
| 11755 WILSHIRE BLVD SUITE 1670 | LOS ANGELES | CA | 90025 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| BLIND CHILDREN'S CENTER | |||||||
| 4120 MARATHON STREET | LOS ANGELES | CA | 90029 | 501(C)(3) | TO RENOVATE THE CENTERS FACILITY AND OUTDOOR PLAYGROUNDS TO EXPAND ENROLLMENT OF VERY YOUNG CHILDREN IN INCLUSIVE EARLY EDUCATION AND INTERVENTION SERVICES. | $300,000 | |
| BORN AGAIN ANIMAL RESCUE | |||||||
| 2310 ORCHARD AVE | EL CAJON | CA | 92019 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,500 | |
| BOY SCOUTS OF AMERICA WESTERN LOS ANGELES COUNTY COUNCIL | |||||||
| 16525 SHERMAN WAY UNIT C-8 | VAN NUYS | CA | 91406 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $20,000 | |
| BOYS & GIRLS CLUB OF TRUCKEE MEADOWS | |||||||
| 2680 EAST 9TH STREET | RENO | NV | 89512 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $7,500 | |
| BOYS & GIRLS CLUBS OF THE LOS ANGELES HARBOR | |||||||
| 1200 S CABRILLO AVENUE | SAN PEDRO | CA | 90731 | 501(C)(3)23701(D) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $1,500 | |
| BRIDGES ACADEMY | |||||||
| 3921 LAUREL CANYON BOULEVARD | STUDIO CITY | CA | 91604 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| BROTHERHOOD CRUSADE | |||||||
| 200 E SLAUSON AVE | LOS ANGELES | CA | 90011 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $500 | |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 717 W TEMPLE STREET | LOS ANGELES | CA | 90012 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $22,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 EAST CALIFORNIA BOULEVARD MC | PASADENA | CA | 91125 | 501(C)(3)23701(D) | TO ESTABLISH THE ENDOWED EDWARD C. STONE PROFESSORSHIP. | $4,000,000 | 170-25 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 EAST CALIFORNIA BOULEVARD MC | PASADENA | CA | 91125 | 501(C)(3)23701(D) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $194,000 | 170-25 |
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | |||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100 | |
| CAMBRIDGE IN AMERICA | |||||||
| 1120 AVENUE OF THE AMERICAS 17TH | NEW YORK | NY | 11036 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | FLOOR |
| CANCER SUPPORT COMMUNITY | |||||||
| 76 EAST DEL MAR BOULEVARD 215 | PASADENA | CA | 91105 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| CANDID | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| CARLTHORP SCHOOL | |||||||
| 438 SAN VICENTE BOULEVARD | SANTA MONICA | CA | 90402 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $50,000 | |
| CARTER CENTER | |||||||
| 453 JOHN LEWIS FREEDOM PARKWAY | ATLANTA | GA | 30307 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| CASA OF ORANGE COUNTY | |||||||
| 765 THE CITY DRIVE SOUTH STE 300 | ORANGE | CA | 92868 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $7,500 | |
| CATALINA ISLAND CONSERVANCY | |||||||
| 320 GOLDEN SHORE SUITE 220 | LONG BEACH | CA | 90802 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $14,500 | |
| CATE SCHOOL | |||||||
| 1960 CATE MESA ROAD POST OFFICE BOX | CARPINTERIA | CA | 93014 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100,000 | 5005 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BOULEVARD | LOS ANGELES | CA | 90048 | 501(C)(3)23701(D) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| CENTER FOR THE STUDY OF THE PRESIDENCY AND CONGRESS | |||||||
| 1020 19TH STREET NW SUITE 250 | WASHINGTON | DC | 20036 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100,000 | |
| CHAPMAN UNIVERSITY | |||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | 501(C)(3)509(A)(1)23 | TO ENHANCE AND ELEVATE CHAPMAN UNIVERSITYS SCIENCE AND ENGINEERING. | $2,000,000 | |
| CHARLES R DREW UNIVERSITY OF MEDICINE AND SCIENCE | |||||||
| 1731 EAST 120TH STREET | LOS ANGELES | CA | 90059 | 501(C)(3)509(A)(1)23 | TO SUPPORT THE CONSTRUCTION OF A HEALTH PROFESSIONS EDUCATION BUILDING FOR THE NEW MEDICAL SCHOOL IN SOUTH LOS ANGELES. | $3,000,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $30,500 | |
| CHILDREN'S LAW CENTER OF CALIFORNIA | |||||||
| 101 CENTRE PLAZA DRIVE | MONTEREY PARK | CA | 91754 | 501(C)(3) | TO BREAK THE INTERGENERATIONAL INVOLVEMENT OF FORMER FOSTER YOUTH AND THEIR YOUNG CHILDREN IN THE CHILD WELFARE SYSTEM BY PROVIDING LEGAL SERVICES AND CASE MANAGEMENT. | $375,000 | |
| CLAREMONT MCKENNA COLLEGE | |||||||
| 400 N CLAREMONT BLVD 102 | CLAREMONT | CA | 91711 | 501(C)(3)509(A)(1)23 | TO ENHANCE CLAREMONT MCKENNA COLLEGE'S INTERDISCIPLINARY SCIENCE RESEARCH AND EDUCATION. | $4,000,000 | |
| CLAREMONT MCKENNA COLLEGE | |||||||
| 400 N CLAREMONT BLVD 102 | CLAREMONT | CA | 91711 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $60,000 | |
| COLORADO COLLEGE | |||||||
| THE HULBERT CENTER FOR SOUTHWESTERN | COLORADO SPRINGS | CO | 80903 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $500 | STUDIES 14 EAST CACHE LA POUDRE STR |
| COLORADO STATE UNIVERSITY | |||||||
| 1062 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | 501(C)(3)509(A)(1) | TO STUDY THE CHEMISTRY OF INDOOR AIR QUALITY. | $1,200,000 | |
| COMMUNITY FOUNDATION OF THE VALLEYS | |||||||
| 5121 VAN NUYS BLVD SUITE200 | SHERMAN OAKS | CA | 91403 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,500 | |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | 501(C)(3)509(A)(1) | FOR SUMMER RESEARCH FOR UNDERGRADUATES IN THE SCIENCES. | $200,000 | |
| CONNECTING CULTURES MOBILE MUSEUM | |||||||
| 2558 AIKEN AVENUE | LOS ANGELES | CA | 90064 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $50,000 | |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON STREET SUITE 200 | WELLESLEY HILLS | MA | 02481 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| CURTIS INSTITUTE OF MUSIC | |||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $15,000 | |
| DANNY AND RON'S RESCUE | |||||||
| PO BOX 604 | CAMDEN | SC | 29128 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,500 | |
| DESCANSO GARDENS | |||||||
| 1418 DESCANSO DRIVE | LA CANADA FLINTRIDGE | CA | 91011 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $81,000 | |
| DO CANCER | |||||||
| 5259 LA GLORIETA PO BOX 1548 | RANCHO SANTA FE | CA | 92067 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| DOGS TRUST USA | |||||||
| 1350 AVENUE OF THE AMERICAS FLOOR 2 | NEW YORK | NY | 10019 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | SUITE 266 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90013 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| DUNN SCHOOL | |||||||
| POST OFFICE BOX 98 | LOS OLIVOS | CA | 93441 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $240,000 | |
| EAGLES OF EL SEGUNDO YOUTH FOOTBALL & CHEER | |||||||
| 531 MAIN STREET 107 | EL SEGUNDO | CA | 90245 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $1,000 | |
| EASTERN SIERRA INTERPRETIVE ASSOCIATION | |||||||
| 190 EAST YANEY STREET | BISHOP | CA | 93514 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $600 | |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $20,000 | |
| EL MARINO ELEMENTARY PTA | |||||||
| 11450 PORT ROAD | CULVER CITY | CA | 90230 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,300 | |
| EL SEGUNDO CONCERT BAND | |||||||
| 501 CALIFORNIA STREET | EL SEGUNDO | CA | 90245 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $1,269 | |
| EMANATE HEALTH | |||||||
| 1041 W BADILLO STREET SUITE 106 | COVINA | CA | 91722 | 501(C)(3) | TO PURCHASE MEDICAL EQUIPMENT FOR A NEW EMERGENCY DEPARTMENT IN THE SAN GABRIEL VALLEY. | $500,000 | |
| EXCEPTIONAL CHILDREN'S FOUNDATION | |||||||
| 5350 MACHADO ROAD | CULVER CITY | CA | 90230 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $50,000 | |
| FAMILIES FORWARD | |||||||
| 8 THOMAS | IRVINE | CA | 92618 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $25,000 | |
| FAMILY ACCESS NETWORK FOUNDATION | |||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| FEDERALIST SOCIETY | |||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| FIRST FRUITS FARM | |||||||
| 20431 MIDDLETOWN ROAD | FREELAND | MD | 21053 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| FIRST STORY | |||||||
| 963 SW SIMPSON AVENUE SUITE 110 | BEND | OR | 97702 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| FOOTHILL FAMILY SERVICE | |||||||
| 2500 EAST FOOTHILL BOULEVARD 3RD | PASADENA | CA | 91107 | 501(C)(3)23701(D) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $50,000 | FLOOR |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $30,000 | |
| GLOBAL STRAYS INC | |||||||
| 26 HILL STREET 112 | SOUTHAMPTON | NY | 11968 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| GRIFFITH OBSERVATORY | |||||||
| 2800 EAST OBSERVATORY ROAD | LOS ANGELES | CA | 90027 | 501(C)(3)23701(D) | TO PURCHASE AND INSTALL UPDATED SOFTWARE FOR A NEW PROJECTION SYSTEM AT THE SAMUEL OSCHIN PLANETARIUM. | $350,000 | |
| HARBOR COMMUNITY HEALTH CENTERS | |||||||
| 593 W 6TH STREET | SAN PEDRO | CA | 90731 | 501(C)(3)23701(D) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $500 | |
| HARBOR CONNECTS | |||||||
| 455 WEST 6TH STREET FIRST FLOOR | SAN PEDRO | CA | 90731 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $500 | |
| HARRIETT BUHAI CENTER FOR FAMILY LAW | |||||||
| 3250 WILSHIRE BOULEVARD SUITE 710 | LOS ANGELES | CA | 90010 | 509(A)(1)501(C)(3)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| HARVARD UNIVERSITY | |||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | 501(C)(3) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $45,000 | |
| HEAL THE BAY | |||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $500 | |
| HEALTH RESEARCH ALLIANCE | |||||||
| 65 TW ALEXANDER DRIVE UNIT 13605 | RESEARCH TRIANGLE PARK | NC | 27709 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| HEART OF LOS ANGELES YOUTH | |||||||
| 2701 WILSHIRE BOULEVARD SUITE 100 | LOS ANGELES | CA | 90026 | 501(C)(3)23701(D) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $30,250 | |
| HELPING UP MISSION | |||||||
| 1029 E BALTIMORE STREET | BALTIMORE | MD | 21202 | 501(C)(3)509(A)(1)OT | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $20,000 | |
| HEMOPHILIA FOUNDATION OF SOUTHERN CALIFORNIA | |||||||
| 959 EAST WALNUT STREET SUITE 114 | PASADENA | CA | 91106 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,000 | |
| HENRY E HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| HUNTINGTON MEMORIAL HOSPITAL | |||||||
| 100 WEST CALIFORNIA BOULEVARD | PASADENA | CA | 91109 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| INNER-CITY ARTS | |||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $500 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90025 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $25,000 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100,000 | |
| ISLAND GROWN INITIATIVE | |||||||
| PO BOX 622 | VINEYARD HAVEN | MA | 02568 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $50,000 | |
| JAPANESE AMERICAN CULTURAL & COMMUNITY CENTER | |||||||
| 244 SOUTH SAN PEDRO STREET | LOS ANGELES | AL | 90012 | 501(C)(3)509(A)(2)23 | TO CREATE A PERMANENT TEACHING SPACE FOR ELDER CULTURE-BEARERS TO INSTRUCT THE NEXT GENERATION IN TRADITIONAL ARTS AND CRAFTS AT THE CENTERS LITTLE TOKYO CAMPUS. | $250,000 | |
| JAPANESE AMERICAN NATIONAL MUSEUM | |||||||
| 100 N CENTRAL AVENUE | LOS ANGELES | CA | 90012 | 501(C)(3)23701(D) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $400 | |
| JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90048 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $15,000 | |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BOULEVARD SUITE 715 | LOS ANGELES | CA | 90048 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | 501(C)(3) | TO CREATE AN ENERGY-EFFICIENT CELL-TO-CELL COMMUNICATION SYSTEM USING SYNTHETIC PROTEINS. | $1,200,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | 501(C)(3) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $30,000 | |
| JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA | |||||||
| 6250 FOREST LAWN DRIVE | LOS ANGELES | CA | 90068 | 501(C)(3) | TO ENGAGE STUDENTS IN REAL-WORLD LEARNING AND CONSULTANCIES WITH BUSINESSES BY EXPANDING AN INSTRUCTIONAL MODEL FOCUSED ON ENTREPRENEURSHIP AT CRENSHAW HIGH SCHOOL. | $300,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL | |||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 10005 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $250 | |
| KIDSPACE MUSEUM | |||||||
| 480 NORTH ARROYO BOULEVARD | PASADENA | CA | 91103 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| KOREAN-AMERICAN WOMEN IN SCIENCE AND ENGINEERING | |||||||
| 457 W DUARTE RD UNIT 8 | ARCADIA | CA | 91007 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,000 | |
| KSEA SOUTH TEXAS | |||||||
| 2111 HAZARD ST | HOUSTON | TX | 77019 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $1,000 | |
| LAKE CHAMPLAIN CHAMBER MUSIC FESTIVAL | |||||||
| 20 WINOOSKI FALLS WAY SUITE 7 | WINOOSKI | VT | 05404 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| LAND OF THE FREE FOUNDATION | |||||||
| 13191 CROSSROADS PARKWAY NORTH 6TH | CITY OF INDUSTRY | CA | 91746 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100,000 | FLOOR |
| LINES FOR LIFE | |||||||
| 5100 SW MACADAM AVE SUITE 400 | PORTLAND | OR | 97239 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| LINFIELD UNIVERSITY | |||||||
| 900 SE BAKER ST | MCMINNVILLE | OR | 97128 | 501(C)(3)509(A)(1) | TO ENHANCE LINFIELD UNIVERSITY'S INTERDISCIPLINARY SCIENCE RESEARCH AND EDUCATION. | $2,000,000 | |
| LINFIELD UNIVERSITY | |||||||
| 900 SE BAKER ST | MCMINNVILLE | OR | 97128 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $25,000 | |
| LOS ANGELES BALLET | |||||||
| 11755 EXPOSITION BOULEVARD | LOS ANGELES | CA | 90064 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $50,000 | |
| LOS ANGELES COUNTY ARBORETUM & BOTANIC GARDEN | |||||||
| 301 NORTH BALDWIN AVENUE | ARCADIA | CA | 91007 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | 501(C)(3)509(A)(2)23 | TO IMPROVE ACCESS TO ART AND ART EDUCATION FOR ANGELENOS FROM ALL PARTS OF OUR REGION. | $2,000,000 | |
| LOS ANGELES COUNTY OFFICE OF EDUCATION | |||||||
| 9300 IMPERIAL HIGHWAY | DOWNEY | CA | 90242 | 501(C)(3) | TO PILOT A TRAINING PROGRAM FOR EDUCATORS ON WHEN TO REPORT CHILD ABUSE OR REFER FAMILIES TO OTHER COMMUNITY SUPPORTS. | $475,000 | |
| LOS ANGELES POLICE FOUNDATION | |||||||
| 633 W 5TH STREET STE 960 | LOS ANGELES | CA | 90071 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100,000 | |
| LOS ANGELES ZOO | |||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | 509(A)(1)501(C)(3)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100,000 | |
| LOYOLA HIGH SCHOOL | |||||||
| 1901 VENICE BOULEVARD | LOS ANGELES | CA | 90006 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $12,750 | |
| MAR VISTA SCHOOL ENRICHMENT GROUP | |||||||
| PO BOX 66008 | LOS ANGELES | CA | 90066 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $1,400 | |
| MARGUERITA PARENT TEACHER ASSOCIATION INC | |||||||
| 1603 S MARGUERITA AVENUE | ALHAMBRA | CA | 91803 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $1,000 | |
| MARIST CATHOLIC HIGH SCHOOL | |||||||
| 1900 KINGSLEY RD | EUGENE | OR | 97401 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| MARLBOROUGH SCHOOL | |||||||
| 250 SOUTH ROSSMORE AVENUE | LOS ANGELES | CA | 90004 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $500 | |
| MARLEY'S MUTTS DOG RESCUE | |||||||
| 1121 WEST VALLEY BOULEVARD SUITE I | TEHACHAPI | CA | 93561 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,500 | 140 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | 501(C)(3) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| MAUI HUMANE SOCIETY | |||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $750 | |
| MCCALLUM THEATRE | |||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| MIDDLEBURY COLLEGE | |||||||
| 700 EXCHANGE STREET 129 | MIDDLEBURY | VT | 05753 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $12,750 | |
| MILKEN INSTITUTE | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $200,000 | |
| MOTION PICTURE & TELEVISION FUND | |||||||
| THE WASSERMAN CAMPUS 23388 | WOODLAND HILLS | CA | 91364 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $20,000 | MULHOLLAND DRIVE |
| MUSEIQUE | |||||||
| 300 E GREEN STREET 3RD FLOOR | PASADENA | CA | 91101 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $15,000 | |
| NATIONAL ACADEMY OF ENGINEERING | |||||||
| 2101 CONSTITUTION AVENUE NW | WASHINGTON | DC | 20418 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,500 | |
| NATIONAL ACADEMY OF SCIENCES | |||||||
| 2101 CONSTITUTION AVENUE NW | WASHINGTON | DC | 20001 | 501(C)(3)509(A)(1) | RESEARCH AND APPLICATION IN TEAM SCIENCE: A CONSENSUS STUDY. | $200,000 | |
| NATIONAL ACADEMY OF SCIENCES | |||||||
| 2101 CONSTITUTION AVENUE NW | WASHINGTON | DC | 20418 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| NATIONAL BREAST CANCER FOUNDATION | |||||||
| PO BOX 676910 | DALLAS | TX | 75267 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,000 | |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $60,000 | |
| NATIONAL WOMEN'S LAW CENTER | |||||||
| 1350 I STREET NW SUITE 700 | WASHINGTON | DC | 20005 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100 | |
| NEVADA POLICY RESEARCH INSTITUTE | |||||||
| 7130 PLACID STREET | LAS VEGAS | NV | 89119 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $15,000 | |
| NEVADANS4VETS | |||||||
| 950 BAYHILL WAY | SPARKS | NV | 89436 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,500 | |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 130 EAST 59TH STREET 15TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $40,000 | |
| OHIOHEALTH FOUNDATION | |||||||
| 3430 OHIO HEALTH PKWY | COLUMBUS | OH | 43202 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $30,000 | |
| OREGON ADAPTIVE SPORTS | |||||||
| 63025 OB RILEY ROAD SUITE 12 | BEND | OR | 97703 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| OREGON STATE UNIVERSITY | |||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | 501(C)(3) | TO STUDY THE WORLDS OLDEST ICE. | $1,200,000 | |
| OUR LADY OF MOUNT CARMEL SCHOOL | |||||||
| 530 HOT SPRINGS RD | SANTA BARBARA | CA | 93108 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $30,000 | |
| P S ARTS | |||||||
| 2947 SOUTH SEPULVEDA BOULEVARD | LOS ANGELES | CA | 90064 | 501(C)(3)23701(D) | TO PROVIDE PROFESSIONAL DEVELOPMENT FOR CLASSROOM TEACHERS, INSTRUCTIONAL COACHES, AND TEACHING ARTISTS TO POSITION SCHOOLS TO TAKE ADVANTAGE OF NEW STATE INVESTMENTS IN ARTS EDUCATION. | $200,000 | |
| PALISADES HIGH SCHOOL BOOSTER CLUB | |||||||
| PO BOX 223 | PACIFIC PALISADES | CA | 90272 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $500 | |
| PASADENA CITY COLLEGE | |||||||
| 1570 EAST COLORADO BOULEVARD | PASADENA | CA | 91106 | 509(A)(1)501(C)(3)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,000 | |
| PASADENA HUMANE SOCIETY & SPCA | |||||||
| 361 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $500 | |
| PEARSONTOWN ELEMENTARY SCHOOL PTA | |||||||
| 4915 BARBEE RD | DURHAM | NC | 27713 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $600 | |
| PEPPERDINE UNIVERSITY | |||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | 501(C)(3)509(A)(1)23 | TO SUPPORT THE KECK DATA SCIENCE CENTER AND INITIATIVE. | $2,500,000 | |
| PEPPERDINE UNIVERSITY | |||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100,000 | |
| PERFORMING ARTS CENTER OF LOS ANGELES COUNTY | |||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| PETERSEN AUTOMOTIVE MUSEUM | |||||||
| 6060 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $85,000 | |
| PHASE ONE | |||||||
| 5792 WEST JEFFERSON BOULEVARD | LOS ANGELES | CA | 90016 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $52,500 | |
| PRINCETON UNIVERSITY | |||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08544 | 501(C)(3) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $125 | |
| PURDUE UNIVERSITY | |||||||
| 403 WEST WOOD STREET | WEST LAFAYETTE | IN | 47907 | 501(C)(3)509(A)(1) | TO GENERATE ATTOSECOND ENTANGLED LIGHT FOR QUANTUM SPECTROSCOPY. | $1,200,000 | |
| READY TO SUCCEED | |||||||
| 1514 17TH STREET SUITE 201 | SANTA MONICA | CA | 90404 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $3,000 | |
| SAN DIEGO STATE UNIVERSITY | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 501(C)(3)23701(D) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $150 | |
| SAN PEDRO CITY BALLET | |||||||
| 1231 S PACIFIC AVE | SAN PEDRO | CA | 90731 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $250 | |
| SCIENCE PHILANTHROPY ALLIANCE | |||||||
| 2625 MIDDLEFIELD ROAD 870 | PALO ALTO | CA | 94306 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $75,000 | |
| SEAL FAMILY FOUNDATION | |||||||
| 300 CARLSBAD VILLAGE DR SUITE | CARLSBAD | CA | 92008 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | 108A-361 |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $15,000 | |
| SEQUOYAH SCHOOL | |||||||
| 535 SOUTH PASADENA AVENUE | PASADENA | CA | 91105 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $150,000 | |
| SHRIVER HALL CONCERT SERIES | |||||||
| 3400 N CHARLES ST SHRIVER HALL STE | BALTIMORE | MD | 21218 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | 14 |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 NORTH ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $18,500 | |
| SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE | |||||||
| 960 EAST THIRD STREET | LOS ANGELES | CA | 90013 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $200,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | 501(C)(3)23701(D) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $6,150 | |
| ST CATHERINE'S ACADEMY | |||||||
| 215 N HARBOR BLVD | ANAHEIM | CA | 92805 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $85,000 | |
| ST JOHNS COMMUNITY HEALTH | |||||||
| 808 WEST 58TH STREET | LOS ANGELES | CA | 90037 | 501(C)(3)23701(D) | TO PURCHASE FURNITURE AND EQUIPMENT AND PROVIDE START-UP SUPPORT FOR A NEW HEALTH AND WELLNESS CENTER ON THE ROOSEVELT HIGH SCHOOL CAMPUS IN EAST LOS ANGELES. | $300,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $1,000 | |
| ST MARY'S SCHOOL | |||||||
| 7 PURSUIT | ALISO VIEJO | CA | 92656 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $25,000 | |
| ST PAUL PARISH SCHOOL | |||||||
| 1201 SATRE STREET | EUGENE | OR | 97401 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| ST VINCENT MEALS ON WHEELS | |||||||
| 2303 MIRAMAR STREET | LOS ANGELES | CA | 90057 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $13,000 | |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | REDWOOD CITY | CA | 94305 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $50,000 | |
| STANTON HOME | |||||||
| 205 NORTH PLAIN ROAD | GREAT BARRINGTON | MA | 01230 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $20,000 | |
| TEACH FOR AMERICA - LOS ANGELES | |||||||
| 606 SOUTH OLIVE STREET SUITE 300 | LOS ANGELES | CA | 90014 | 501(C)(3) | TO RECRUIT AND PROVIDE SPECIALIZED TRAINING AND COACHING TO A DIVERSE POOL OF TEACHER CANDIDATES IN STEM AND SPECIAL EDUCATION PLACED AT MIDDLE AND HIGH SCHOOLS IN SOUTH LOS ANGELES. | $500,000 | |
| TEMPLE UNIVERSITY | |||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | 501(C)(3) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $50,000 | |
| THAI COMMUNITY DEVELOPMENT CENTER | |||||||
| 6376 YUCCA STREET SUITE B | LOS ANGELES | CA | 90028 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $1,000 | |
| THE ANIMAL COALITION PROJECT | |||||||
| 1609 SOUTH WESTGATE AVENUE | LOS ANGELES | CA | 90025 | 501(C)(3)509(A)(2) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| THE DALTON SCHOOL | |||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $20,000 | |
| THE DOMINANT MUSIC CLUB | |||||||
| 11371 ROBERT LANE | GARDEN GROVE | CA | 92840 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $1,500 | |
| THE GIVING PLATE | |||||||
| 1245 SE 3RD STREET SUITE C7 | BEND | OR | 97702 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $15,000 | |
| THE HARRAH AUTOMOBILE FOUNDATION | |||||||
| 1 MUSEUM DRIVE | RENO | NV | 89501 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| THE INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $20,000 | |
| THE J DAVID GLADSTONE INSTITUTES | |||||||
| POST OFFICE BOX 419100 | SAN FRANCISCO | CA | 94141 | 501(C)(3) | TO IDENTIFY HALLMARKS OF NEURONAL AGING THAT ARE SENSITIVE TO OXYGEN LEVELS. | $1,300,000 | |
| THE J DAVID GLADSTONE INSTITUTES | |||||||
| POST OFFICE BOX 419100 | SAN FRANCISCO | CA | 94141 | 501(C)(3) | TO DEVELOP A PIPELINE OF TOOLS TO REVEAL THE FUNCTIONS OF KEY NON-PROTEIN-CODING HUMAN GENOME SEQUENCE VARIANTS, IN HEALTH AND DISEASE. | $1,300,000 | |
| THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | |||||||
| 10010 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 501(C)(3)23701(D) | TO MAP AND CHARACTERIZE THE EFFECTS OF RIBOSUBSTITUTION EVENTS INTO THE DNA OF LONG-LIVED HUMAN CELLS AS A POSSIBLE CAUSE OF AGING | $1,300,000 | |
| THE SALVATION ARMY CALIFORNIA SOUTH DIVISION | |||||||
| 180 EAST OCEAN BOULEVARD SUITE 500 | LONG BEACH | CA | 90802 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $25,000 | |
| THE SHEA CENTER | |||||||
| 26284 OSO ROAD | SAN JUAN CAPISTRANO | CA | 92675 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,500 | |
| THRIVE ANIMAL RESCUE INC | |||||||
| 13875 OLD EL CAMINO REAL | SAN DIEGO | CA | 92130 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $130,000 | |
| THUNDERBIRD LAKE TAHOE | |||||||
| PO BOX 6812 | INCLINE VILLAGE | NV | 89450 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| TREEPEOPLE | |||||||
| 12601 MULHOLLAND DRIVE | BEVERLY HILLS | CA | 90210 | 501(C)(3) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| TRICKLE UP | |||||||
| 104 WEST 27TH STREET 12TH FLOOR | NEW YORK | NY | 10001 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $50,000 | |
| TROUT UNLIMITED | |||||||
| 1777 N KENT STREET SUITE 100 | ARLINGTON | VA | 22209 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,000 | |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 600 | LOS ANGELES | CA | 90095 | 501(C)(3)509(A)(1)23 | TO SUPPORT PULMONARY RESEARCH IN HONOR OF ROBERT A. DAY. | $1,000,000 | |
| UCLA FOUNDATION | |||||||
| UCLA COLLEGE OF LETTERS AND SCIENCE | LOS ANGELES | CA | 90095 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $132,625 | 2300 MURPHY HALL |
| UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION | |||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $25,000 | |
| UNITED WAY OF GREATER LOS ANGELES | |||||||
| 1150 S OLIVE ST T500 | LOS ANGELES | CA | 90015 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $500 | |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 200 CALIFORNIA HALL 1500 | BERKELEY | CA | 94720 | 501(C)(3)23701(D) | TO DEVELOP NEW METHODS FOR MEDICINAL PLANT SUSPENSION CELL CULTURES. | $30,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 200 CALIFORNIA HALL 1500 | BERKELEY | CA | 94720 | 501(C)(3)23701(D) | TO DEVELOP NEW METHODS FOR MEDICINAL PLANT SUSPENSION CELL CULTURES. | $970,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 200 CALIFORNIA HALL 1500 | BERKELEY | CA | 94720 | 501(C)(3)23701(D) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $15,000 | |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 90095 | 501(C)(3)23701(D) | (KECK COURT BIOMEDICAL INITIATIVE) BREAKING THE BARRIER: MECHANISMS OF MOSQUITO-BORNE VIRUS ENTRY INTO THE CENTRAL NERVOUS SYSTEM | $500,000 | |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 90095 | 501(C)(3)23701(D) | (KECK COURT BIOMEDICAL INITIATIVE) GENERALITY AND TRANSLATION: DESIGNING A NEW NEURAL-BEHAVIORAL RESEARCH PLATFORM TO CLOSE THE GAP | $500,000 | |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 600 | LOS ANGELES | CA | 90095 | 501(C)(3)23701(D)509 | TO DEVELOP MORE EFFICIENT GENE EDITORS. | $1,300,000 | |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 501(C)(3)23701(D)509 | TO DEVELOP NOVEL GENETIC TOOLS THAT ANTAGONIZE NEURAL CIRCUITS OF ADDICTION. | $1,300,000 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| GENENTECH HALL 5TH FLOOR 600 16TH | SAN FRANCISCO | CA | 94158 | 501(C)(3)23701(D) | TO INVESTIGATE CETACEAN ADAPTATIONS TO EXTREME ENVIRONMENTS. | $1,300,000 | STREET |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||
| 5221 CHEADLE HALL | SANTA BARBARA | CA | 93106 | 501(C)(3)23701(D)509 | TO EXPLORE QUANTUM INTERACTIVE MATTER. | $1,300,000 | |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||
| 5221 CHEADLE HALL | SANTA BARBARA | CA | 93106 | 501(C)(3)23701(D)509 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| UNIVERSITY OF COLORADO BOULDER | |||||||
| UNIVERSITY ADMINISTRATIVE CENTER | BOULDER | CO | 80309 | 501(C)(3)509(A)(1) | TO DEVELOP A NEW FREQUENCY COMB ENABLED DETECTOR FOR INFRARED PHASED-ARRAY ASTRONOMY. | $1,000,000 | 914 BROADWAY |
| UNIVERSITY OF EDINBURGH USA DEVELOPMENT TRUST INC | |||||||
| C/O THE MAYFAIR GROUP 45 ROCKEFELLE | NEW YORK | NY | 10111 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $25,000 | PLAZA |
| UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN | |||||||
| 507 EAST GREEN STREET CHAMPAIGN | URBANA | IL | 61820 | 501(C)(3) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $2,000 | |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | 501(C)(3)509(A)(1) | TO DEVELOP TARGETED PROTEIN DEGRADATION IN THE ENDOPLASMIC RETICULUM. | $1,300,000 | |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | 501(C)(3)509(A)(1) | TO STUDY THE ELECTROCHEMISTRY OF SINGLE-ATOM ALLOYS. | $1,300,000 | |
| UNIVERSITY OF NEVADA RENO | |||||||
| 1664 NORTH VIRGINIA STREET | RENO | NV | 89501 | 501(C)(3) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $50,000 | |
| UNIVERSITY OF NORTH TEXAS FOUNDATION | |||||||
| 1155 UNION CIRCLE 311250 | DENTON | TX | 76203 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $3,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY PARK CAMPUS ALM 2ND | LOS ANGELES | CA | 90089 | 501(C)(3)509(A)(2)23 | TO ACCELERATE GROUNDBREAKING MEDICAL, CLINICAL AND TRANSLATIONAL RESEARCH AND EDUCATION. | $7,500,000 | FLOOR |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY PARK CAMPUS ALM 2ND | LOS ANGELES | CA | 90089 | 501(C)(3)509(A)(2)23 | TO DEVELOP METHODS TO ENGINEER YEAST MITOCHONDRIA. | $1,000,000 | FLOOR |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY PARK CAMPUS ALM 2ND | LOS ANGELES | CA | 90089 | 501(C)(3)509(A)(2)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $310,000 | FLOOR |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| ONE UNIVERSITY STATION MAILCODE | AUSTIN | TX | 78712 | 501(C)(3)509(A)(1) | TO DEVELOP AN ARTIFICIAL NEUROTRANSMISSION SYSTEM USING SYNTHETIC ENZYMES, PUMPS, AND RECEPTORS. | $1,000,000 | C0400 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| ONE UNIVERSITY STATION MAILCODE | AUSTIN | TX | 78712 | 501(C)(3)509(A)(1) | TO STABILIZE NOVEL QUANTUM PHASES OF MATTER THROUGH VACUUM FLUCTUATIONS. | $1,100,000 | C0400 |
| UNIVERSITY OF WASHINGTON | |||||||
| 1410 NE CAMPUS PARKWAY | SEATTLE | WA | 98195 | 501(C)(3)509(A)(1) | TO PERFORM MULTIPLEXED SINGLE-CELL PROTEOMICS WITH COMBINATORIAL INDEXING. | $1,300,000 | |
| UTAH VALLEY UNIVERSITY | |||||||
| 800 WEST UNIVERSITY PARKWAY | OREM | UT | 84058 | 501(C)(3)509(A)(1) | TOWARD THE REED & CHRISTINE HALLADAY LECTURE SERIES | $50,000 | |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37235 | 501(C)(3) | TO STUDY HUMAN PROTEINS WITH LOW TOLERANCE FOR GENETIC VARIATION. | $1,200,000 | |
| VERBUM DEI JESUIT HIGH SCHOOL | |||||||
| 11100 S CENTRAL AVE | LOS ANGELES | CA | 90059 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $80,000 | |
| VIEWPOINT SCHOOL | |||||||
| 23620 MULHOLLAND HWY | CALABASAS | CA | 91302 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $75,000 | |
| VILLA ESPERANZA | |||||||
| 2116 EAST VILLA STREET | PASADENA | CA | 91107 | 501(C)(3)23701(D)509 | TO EXPAND ENROLLMENT AND ENHANCE SERVICES FOR STUDENTS WITH DISABILITIES BY UPGRADING THE VILLA ESPERANZA CAMPUS. | $250,000 | |
| WAGS AND WALKS | |||||||
| 2236 FEDERAL AVE | LOS ANGELES | CA | 90064 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| WAYFINDER FAMILY SERVICES | |||||||
| 5300 ANGELES VISTA BOULEVARD | LOS ANGELES | CA | 90043 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $10,000 | |
| WESTRIDGE SCHOOL FOR GIRLS | |||||||
| 324 MADELINE DRIVE | PASADENA | CA | 91105 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100,000 | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||
| 266 WOODS HOLE ROAD MS 50 | WOODS HOLE | MA | 02543 | 501(C)(3) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $100,000 | |
| WRIGHT FOUNDATION | |||||||
| 520 SOUTH SAN VICENTE BOULEVARD | LOS ANGELES | CA | 90048 | 501(C)(3)509(A)(1)23 | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $5,000 | |
| YALE UNIVERSITY | |||||||
| POST OFFICE BOX 2038 | NEW HAVEN | CT | 06521 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $28,000 | |
| YOUNG LIFE BALTIMORE CITY | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | 501(C)(3)509(A)(1) | FOR GENERAL SUPPORT OF CHARITABLE PURPOSES. | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,486,669 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FOR THE CHILD | ||||||
| 4565 CALIFORNIA AVE | LONG BEACH | CA | 90807 | 501(C)(3), 509(A)(1) | TO SUPPORT EXPANDING ESSENTIAL SERVICES FOR ABUSED AND NEGLECTED CHILDREN AND TEENS. | $275,000 |
| LEGAL AID FOUNDATION OF LOS ANGELES | ||||||
| 1550 WEST 8TH STREET | LOS ANGELES | CA | 90017 | 501(C)(3), 509(A)(1) | TO SUPPORT LAFLA EAST OFFICE BUILDING PROJECT. | $400,000 |
| MARYVALE | ||||||
| 7600 EAST GRAVES AVE | ROSEMEAD | CA | 91770 | 501(C)(3), 509(A)(1) | TO SUPPORT SINGLE MOTHER TEMPORARY HOUSING EXPANSION. | $500,000 |
| PASADENA CONSERVATORY OF MUSIC | ||||||
| 100 NORTH HILL AVE | PASADENA | CA | 91106 | 501(C)(3), 509(A)(1) | TO SUPPORT COMMON GROUND CAMPAIGN. | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,425,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,795,482 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,699,043 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,883 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,190,575 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,686,983 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,686,983 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $523,662 | Amt |
| Net Investment Income | $314,197 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $209,465 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $166,175 | $46,010 | 0.000000000000 | $16,617 | $0 |
| EQUIPMENT | $91,498 | $60,694 | 0.000000000000 | $14,800 | $0 |
| FURNISHING | $1,315,689 | $1,041,708 | 0.000000000000 | $141,884 | $0 |
| COMPUTER | $63,863 | $27,541 | 0.000000000000 | $10,081 | $0 |
| SOFTWARE | $100,415 | $1,824 | 0.000000000000 | $17,916 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VI-B; QUESTIONS 1A (4) AND 1B | FormAndLineReferenceDesc |
| Medium Explanation | DR. WILLIAM R. BRODY IS A MEMBER/DIRECTOR (I.E., A DISQUALIFIED PERSON) OF THE W.M. KECK FOUNDATION ("FOUNDATION"). DR. BRODY IS ALSO CONTRACTED TO PROVIDE CONSULTING SERVICES, EARNING $60,000 IN TOTAL COMPENSATION. PURSUANT TO I.R.C. SECTION 4941(D)(2)(E), THE PAYMENT OF COMPENSATION BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR THE PERFORMANCE OF PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF SUCH COMPENSATION IS NOT EXCESSIVE. THE FOUNDATION TAKES THE POSITION THAT DR. BRODY'S PERSONAL SERVICES ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION AND HIS COMPENSATION IS NOT EXCESSIVE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (74 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC 3.55% DUE 09-15-2055 | $441,738 | $441,738 |
| AT&T INC 3.8% 12-01-2057 | $112,003 | $112,003 |
| AT&T INC 4.5% DUE 03-09-2048 | $372,126 | $372,126 |
| BANK AMER CORP 2.496% 02-13-2031 | $382,657 | $382,657 |
| BANK AMER CORP 2.572% DUE 10-20-2032 BEO | $145,370 | $145,370 |
| BANK AMER CORP 3.846% 03-08-2037 | $879,538 | $879,538 |
| BANK OF AMERICA CORP 4.948% 07-22-2028 | $400,258 | $400,258 |
| BK NEW YORK MELLON CORP MEDIUM TERM TRANCHE # TR 00036 5.834% 10-25-2033 | $238,899 | $238,899 |
| BOSTON PPTYS LTD PARTNERSHIP 4.5% DUE 12-01-2028 | $118,989 | $118,989 |
| BOSTON PPTYS LTD PARTNERSHIP 6.5% 01-15-2034 | $132,068 | $132,068 |
| BSTN PPTYS LTD 2.75% DUE 10-01-2026 | $115,990 | $115,990 |
| BSTN PPTYS LTD 2.9% DUE 03-15-2030 | $128,600 | $128,600 |
| BSTN PPTYS LTD 3.25% DUE 01-30-2031 | $214,814 | $214,814 |
| BSTN PPTYS LTD 6.75% DUE 12-01-2027 | $392,877 | $392,877 |
| CAP 1 FINL CORP 4.2% DUE 10-29-2025 | $392,230 | $392,230 |
| CAPITAL ONE FINANCIAL CORP 6.312% 06-08-2029 | $205,456 | $205,456 |
| CAPITAL ONE FINANCIAL CORP 6.377% 06-08-2034 | $206,156 | $206,156 |
| CAPITAL ONE FINL CORP 7.624% 10-30-2031 | $412,678 | $412,678 |
| CAPITAL ONE FINL CORP SR NT FIXED / FLTG4.927% 05-10-2028 | $122,923 | $122,923 |
| CAPITAL ONE FINL CORP SR NT FIXED / FLTG5.268% 05-10-2033 | $122,872 | $122,872 |
| CCO HLDGS LLC/CCO HLDGS CAP CORP 4.5% 05-01-2032 | $299,625 | $299,625 |
| CCO HOLDINGS LLC 4.5% 06-01-2033 | $211,632 | $211,632 |
| CHARLES SCHWAB CORP 5.853% 05-19-2034 | $51,684 | $51,684 |
| CHARLES SCHWAB CORP 6.196% 11-17-2029 | $262,408 | $262,408 |
| CHARTER 6.484% DUE 10-23-2045 | $1,207,808 | $1,207,808 |
| CHARTER COMMUNICATIONS OPER LLC / SR SECD NT 4.4% 04-01-2033 | $92,405 | $92,405 |
| CHARTER COMMUNICATIONS OPER LLC / SR SECD NT 5.25% 04-01-2053 | $189,281 | $189,281 |
| CHARTER FIXED 5.75% DUE 04-01-2048 | $1,224,545 | $1,224,545 |
| CIGNA CORP NEW 7.87% DUE 05-15-2027 | $416,975 | $416,975 |
| CITIGROUP INC 3.785% 03-17-2033 | $225,234 | $225,234 |
| CITIGROUP INC 4.412% DUE 03-31-2031 | $239,435 | $239,435 |
| COCA COLA CO 1.45% DUE 06-01-2027 | $159,998 | $159,998 |
| COX COMMUNICATIONS INC NEW 5.7% 06-15-2033 | $312,571 | $312,571 |
| CVS HEALTH CORP 4.125% DUE 04-01-2040 REG | $86,139 | $86,139 |
| CVS HEALTH CORP 4.78% DUE 03-25-2038 | $213,721 | $213,721 |
| DILLARDS INC 7.75% DUE 07-15-2026 | $311,910 | $311,910 |
| DOMINION RES INC FLTG RT 5.75% DUE 10-01-2054 | $638,407 | $638,407 |
| DOW CHEM CO NT 9.4 DUE 05-15-2039 | $525,547 | $525,547 |
| ELANCO ANIMAL HEALTH INC CORP 4.9% 08-28-2028 | $284,952 | $284,952 |
| FORD MOTOR CREDIT CO LLC 4.063% DUE 11-01-2024 | $466,571 | $466,571 |
| FORD MOTOR CREDIT CO LLC 6.8% DUE 05-12-2028 | $391,929 | $391,929 |
| FORD MOTOR CREDIT CO LLC 7.35% DUE 11-04-2027 BEO | $606,663 | $606,663 |
| FORD MTR CR CO LLC 4.95% 05-28-2027 | $707,782 | $707,782 |
| GOLDMAN SACHS GROUP INC NT FXD/FLTG 3.615% 03-15-2028 | $743,772 | $743,772 |
| HCA INC 4.125% 06-15-2029 | $143,411 | $143,411 |
| HCA INC 5.5% DUE 06-15-2047 | $96,458 | $96,458 |
| HOME DEPOT INC 3.35% DUE 04-15-2050 REG | $234,162 | $234,162 |
| JPMORGAN CHASE & CO 2.522% DUE 04-22-2031 | $324,793 | $324,793 |
| JPMORGAN CHASE & CO 4.493% 03-24-2031 | $341,762 | $341,762 |
| JPMORGAN CHASE & CO. 2.956% 05-13-2031 | $1,012,186 | $1,012,186 |
| JPMORGAN CHASE & CO. 5.35% 06-01-2034 | $355,339 | $355,339 |
| JPMORGAN CHASE & CO. 5.717% DUE 09-14-2033 BEO | $517,780 | $517,780 |
| KINDER MORGAN 5.5 DUE 03-01-2044 | $568,929 | $568,929 |
| KINDER MORGAN 6.95% DUE 01-15-2038 | $550,048 | $550,048 |
| NEXTERA ENERGY CAP HLDGS INC .509% 09-01-2025 | $605,896 | $605,896 |
| NORDSTROM INC 6.95% DUE 03-15-2028 | $228,375 | $228,375 |
| PHILIP MORRIS INTL FIXED 5.75% DUE 11-17-2032 | $73,575 | $73,575 |
| PHILIP MORRIS INTL INC 5.375% 02-15-2033 | $179,694 | $179,694 |
| PHILIP MORRIS INTL INC 5.625% DUE 11-17-2029 BEO | $62,985 | $62,985 |
| PROVIDENT COS INC 7.25% DUE 03-15-2028 | $100,161 | $100,161 |
| SCHWAB CHARLES CORP NEW 6.136% 08-24-2034 | $289,814 | $289,814 |
| SCHWAB CHARLES CORP NEW SR NT FIXED TO FLTG RATE 5.643% 05-19-2029 | $128,328 | $128,328 |
| SOUTHERN CO 4.85% 06-15-2028 | $302,463 | $302,463 |
| SOUTHERN CO SER 2021A JR SUB NT FXD FXD 3.75% 09-15-2051 | $1,151,786 | $1,151,786 |
| T-MOBILE USA INC 4.5% DUE 04-15-2050 | $443,586 | $443,586 |
| T-MOBILE USA INC 5.2% DUE 01-15-2033 BEO | $359,249 | $359,249 |
| T-MOBILE USA INC FIXED 5.65% DUE 01-15-2053 | $261,266 | $261,266 |
| UN PAC RR CO 5.082% DUE 01-02-2029 | $31,062 | $31,062 |
| UN PAC RR CO 5.866 DUE 07-02-2030 | $58,495 | $58,495 |
| WELLS FARGO & CO NEW MEDIUM TERM SR NTS TRANCHE # TR 00155 4.3% DUE 07-22-20 | $661,073 | $661,073 |
| WELLS FARGO & COMPANY 4.897% 07-25-2033 | $463,386 | $463,386 |
| PVTPL SMB PRIVATE ED LN TR SER 2018-A CL A-2A 144A 3.5% 02-15-2036 | $390,630 | $390,630 |
| SLM STUDENT LN TR 2006-8 STUDENT LN-BKD NT CL A-6 FLTG RATE 01-25-2041 REG | $4,327,497 | $4,327,497 |
| SLM STUDENT LN TR 2011-3 STUDENT LN BACKED NT CL A FLTG RATE 08-27-2040 | $241,017 | $241,017 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (241 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC CLS A | $2,014,925 | $2,014,925 |
| ACCENTURE PLC CLS A | $1,514,177 | $1,514,177 |
| ADOBE INC COM | $2,096,452 | $2,096,452 |
| ADOBE INC COM | $6,171,827 | $6,171,827 |
| ADOBE INC COM | $14,146,579 | $14,146,579 |
| ADVANCED MICRO DEVICES INC COM | $1,996,521 | $1,996,521 |
| AIRBNB INC CL A COM USD0.0001 CL A | $340,486 | $340,486 |
| AIRBNB INC CL A COM USD0.0001 CL A | $12,128,168 | $12,128,168 |
| AKAMAI TECHNOLOGIES INC COM STK | $266,643 | $266,643 |
| ALPHABET INC CAPITAL STOCK USD0.001 CL A | $5,523,203 | $5,523,203 |
| ALPHABET INC CAPITAL STOCK USD0.001 CL A | $15,244,090 | $15,244,090 |
| AMAZON COM INC COM | $4,231,529 | $4,231,529 |
| AMERICAN TOWER CORP | $7,408,138 | $7,408,138 |
| AMPHENOL CORP NEW CL A | $564,248 | $564,248 |
| ANALOG DEVICES INC COM | $1,366,688 | $1,366,688 |
| ANALOG DEVICES INC COM | $6,898,967 | $6,898,967 |
| ANSYS INC COM | $751,162 | $751,162 |
| AON PLC | $1,928,008 | $1,928,008 |
| APPLE INC COM STK | $12,450,145 | $12,450,145 |
| APPLIED MATERIALS INC COM | $2,133,652 | $2,133,652 |
| ARCH CAPITAL GROUP COM STK | $1,596,062 | $1,596,062 |
| ARISTA NETWORKS INC COM | $764,465 | $764,465 |
| ATLASSIAN CORP CL A | $2,738,244 | $2,738,244 |
| ATLASSIAN CORP CL A | $703,828 | $703,828 |
| AUTODESK INC COM | $527,134 | $527,134 |
| AUTOMATIC DATA PROCESSING INC COM | $444,740 | $444,740 |
| AUTOZONE INC COM | $12,015,330 | $12,015,330 |
| BECTON DICKINSON & CO COM | $5,226,008 | $5,226,008 |
| BILL HOLDINGS INC COM USD0.00001 | $227,636 | $227,636 |
| BLACKSTONE INC COM USD0.00001 | $11,738,418 | $11,738,418 |
| BLOCK INC | $504,786 | $504,786 |
| BOOKING HLDGS INC COM | $709,444 | $709,444 |
| BROADCOM INC COM | $6,109,236 | $6,109,236 |
| CADENCE DESIGN SYS INC COM | $1,045,356 | $1,045,356 |
| CARRIER GLOBAL CORPORATION COM USD0.01 WI | $5,733,050 | $5,733,050 |
| CDW CORP COM | $533,747 | $533,747 |
| CHIPOTLE MEXICAN GRILL INC COM STK | $11,713,809 | $11,713,809 |
| CISCO SYSTEMS INC | $1,000,902 | $1,000,902 |
| CME GROUP INC COM STK | $6,377,389 | $6,377,389 |
| COLGATE-PALMOLIVE CO COM | $2,885,661 | $2,885,661 |
| COMCAST CORP NEW-CL A | $209,778 | $209,778 |
| CORNING INC COM | $168,845 | $168,845 |
| COSTAR GROUP INC COM | $362,843 | $362,843 |
| CROWDSTRIKE HLDGS INC CL A CL A | $158,043 | $158,043 |
| DANAHER CORP COM | $10,095,909 | $10,095,909 |
| DATADOG INC COM USD0.00001 CL A | $30,466 | $30,466 |
| DELL TECHNOLOGIES INC COM USD0.01 CL C WI COMMON STOCK | $13,235 | $13,235 |
| DYNATRACE INC COM | $173,805 | $173,805 |
| ELECTR ARTS COM | $318,904 | $318,904 |
| ELI LILLY & CO COM | $9,027,682 | $9,027,682 |
| ENDEAVOR GROUP HOLDINGS INC COM 0.00001 CL A | $166,822 | $166,822 |
| EPAM SYS INC COM STK | $126,072 | $126,072 |
| EPAM SYS INC COM STK | $999,062 | $999,062 |
| ESTEE LAUDER COMPANIES INC CL A USD0.01 | $8,654,051 | $8,654,051 |
| FACTSET RESH SYS INC COM STK | $5,630,144 | $5,630,144 |
| FERGUSON PLC ORD GBP0.10 | $2,007,735 | $2,007,735 |
| FIDELITY NATL INFORMATION SVCS INC COM STK | $258,962 | $258,962 |
| FISERV INC COM | $492,836 | $492,836 |
| FORTINET INC COM | $496,276 | $496,276 |
| GARTNER INC COM | $51,427 | $51,427 |
| GLOBAL PMTS INC COM | $347,091 | $347,091 |
| GRACO INC COM | $6,362,805 | $6,362,805 |
| HP INC COM | $195,435 | $195,435 |
| HUBSPOT INC COM | $546,869 | $546,869 |
| ILLUMINA INC COM | $6,785,304 | $6,785,304 |
| INTEL CORP COM | $739,228 | $739,228 |
| INTUIT COM | $1,947,593 | $1,947,593 |
| INTUIT COM | $15,856,386 | $15,856,386 |
| INTUITIVE SURGICAL INC COM NEW STK | $12,549,792 | $12,549,792 |
| JOHNSON & JOHNSON COM USD1 | $7,072,579 | $7,072,579 |
| KENVUE INC COM | $1,497,089 | $1,497,089 |
| KEYSIGHT TECHNOLOGIES INC COM | $484,906 | $484,906 |
| KLA CORPORATION COM USD0.001 | $814,401 | $814,401 |
| LAM RESH CORP COM | $4,369,808 | $4,369,808 |
| LINDE PLC | $8,474,590 | $8,474,590 |
| LINDE PLC | $1,626,822 | $1,626,822 |
| LOWES COS INC COM | $9,111,420 | $9,111,420 |
| LULULEMON ATHLETICA INC COM | $10,679,826 | $10,679,826 |
| MARVELL TECHNOLOGY INC COM | $1,546,529 | $1,546,529 |
| MASTERCARD INC CL A | $2,376,940 | $2,376,940 |
| MASTERCARD INC CL A | $11,672,299 | $11,672,299 |
| MATCH GROUP INC NEW COM | $120,888 | $120,888 |
| MERCADOLIBRE INC COM STK | $2,630,758 | $2,630,758 |
| META PLATFORMS INC COM USD0.000006 CL 'A' | $2,200,923 | $2,200,923 |
| METTLER-TOLEDO INTL INC COM | $5,508,051 | $5,508,051 |
| MICROCHIP TECHNOLOGY INC COM | $603,124 | $603,124 |
| MICRON TECH INC COM | $734,863 | $734,863 |
| MICROSOFT CORP COM | $13,267,443 | $13,267,443 |
| MICROSOFT CORP COM | $20,073,391 | $20,073,391 |
| MICROSOFT CORP COM | $13,086,944 | $13,086,944 |
| MIDDLEBY CORP COM | $4,681,183 | $4,681,183 |
| MONGODB INC CL A CL A | $608,778 | $608,778 |
| MOODYS CORP COM | $13,829,339 | $13,829,339 |
| MOTOROLA SOLUTIONS INC | $744,215 | $744,215 |
| MSCI INC COM USD0.01 | $334,299 | $334,299 |
| MSCI INC COM USD0.01 | $4,737,884 | $4,737,884 |
| MSCI INC COM USD0.01 | $7,092,120 | $7,092,120 |
| NETAPP INC COM STK | $668,165 | $668,165 |
| NETFLIX INC COM STK | $882,227 | $882,227 |
| NETFLIX INC COM STK | $15,657,087 | $15,657,087 |
| NIKE INC CL B | $4,650,487 | $4,650,487 |
| NVIDIA CORP COM | $16,459,627 | $16,459,627 |
| NVIDIA CORP COM | $8,926,341 | $8,926,341 |
| NXP SEMICONDUCTORS N V COM STK | $1,365,218 | $1,365,218 |
| ON SEMICONDUCTOR CORP COM | $14,451 | $14,451 |
| ORACLE CORP COM | $1,363,421 | $1,363,421 |
| ORACLE CORP COM | $6,155,741 | $6,155,741 |
| OTIS WORLDWIDE CORP COM USD0.01 WI | $5,649,225 | $5,649,225 |
| PALO ALTO NETWORKS INC COM USD0.0001 | $1,057,145 | $1,057,145 |
| PAYCOM SOFTWARE INC COM | $241,656 | $241,656 |
| PEPSICO INC COM | $8,084,894 | $8,084,894 |
| QUALCOMM INC COM | $981,315 | $981,315 |
| S&P GLOBAL INC COM | $10,520,058 | $10,520,058 |
| SALESFORCE INC COM USD0.001 | $1,512,529 | $1,512,529 |
| SERVICENOW INC COM USD0.001 | $15,167,634 | $15,167,634 |
| SERVICENOW INC COM USD0.001 | $1,404,502 | $1,404,502 |
| SHERWIN-WILLIAMS CO COM | $8,269,093 | $8,269,093 |
| SHIFT4 PMTS INC CL A CL A | $162,730 | $162,730 |
| SNOWFLAKE INC CL A CL A | $695,505 | $695,505 |
| STERIS PLC ORD USD0.001 | $1,667,562 | $1,667,562 |
| SYNOPSYS INC COM | $3,691,390 | $3,691,390 |
| T-MOBILE US INC COM | $533,097 | $533,097 |
| TAKE-TWO INTERACTIVE SOFTWARE INC COM STK USD0.01 | $271,684 | $271,684 |
| TE CONNECTIVITY LTD | $497,651 | $497,651 |
| TESLA INC COM USD0.001 | $813,275 | $813,275 |
| TEXAS INSTRUMENTS INC COM | $707,068 | $707,068 |
| THE TRADE DESK INC COM CL A COM CL A | $370,954 | $370,954 |
| TJX COS INC COM NEW | $7,877,413 | $7,877,413 |
| TYLER TECHNOLOGIES INC COM STK | $309,827 | $309,827 |
| UBER TECHNOLOGIES INC COM USD0.00001 | $1,294,879 | $1,294,879 |
| UBER TECHNOLOGIES INC COM USD0.00001 | $5,428,812 | $5,428,812 |
| UNITEDHEALTH GROUP INC COM | $12,113,548 | $12,113,548 |
| VEEVA SYS INC CL A COM CL A COM | $130,529 | $130,529 |
| VERISIGN INC COM | $708,296 | $708,296 |
| VISA INC COM CL A STK | $3,163,253 | $3,163,253 |
| VISA INC COM CL A STK | $15,822,511 | $15,822,511 |
| VISTEON CORP COM NEW COM NEW | $347,971 | $347,971 |
| WALT DISNEY CO | $308,792 | $308,792 |
| WASTE CONNECTIONS INC COM | $1,419,558 | $1,419,558 |
| WESTN DIGITAL CORP COM | $235,560 | $235,560 |
| WORKDAY INC CL A COM USD0.001 | $333,757 | $333,757 |
| ZSCALER INC COM | $12,629 | $12,629 |
| CITIGROUP CAP XIII 7.875% TR PFD SECS FIXED/FLTG | $1,293,947 | $1,293,947 |
| CANADIAN NAT RES LTD COM CANADIAN NATURAL RESOURCE COM STK | $1,281,571 | $1,281,571 |
| CANADIAN PAC KANS CITY LTD | $3,274,033 | $3,274,033 |
| SHOPIFY INC CL A SHOPIFY INC | $848,798 | $848,798 |
| THOMSON REUTERS CORP FORMERLY COM NO PAR | $1,389,821 | $1,389,821 |
| TENCENT HLDGS LTD HKD0.00002 | $67,680 | $67,680 |
| ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS | $54,722 | $54,722 |
| ADR NOVO-NORDISK A S ADR | $3,502,714 | $3,502,714 |
| DASSAULT SYSTEMES EUR0.10 | $221,697 | $221,697 |
| ADR L OREAL S A ADR | $1,668,895 | $1,668,895 |
| ADR LVMH MOET HENNESSY LOUIS VUITTON ADR | $1,733,179 | $1,733,179 |
| ADR SAFRAN ADR | $1,853,151 | $1,853,151 |
| ADR SCHNEIDER ELECTRIC SE | $1,340,504 | $1,340,504 |
| ADR STMICROELECTRONICS N V SHS-N Y REGISTRY SHS-N Y REGISTRY | $682,370 | $682,370 |
| SAP SE-SPONSORED ADR | $652,370 | $652,370 |
| ADR ICICI BK LTD | $1,596,660 | $1,596,660 |
| ICON PLC COM | $2,852,779 | $2,852,779 |
| GLOBAL E ONLINE LTD COM NPV | $153,328 | $153,328 |
| FERRARI N V FERRARI N V COMMON S TOCK | $2,881,731 | $2,881,731 |
| KEYENCE CORP NPV | $705,008 | $705,008 |
| ADR ADVANTEST CORP SPONSORED ADR NEW | $1,306,631 | $1,306,631 |
| PVTPL GDR SAMSUNG ELECTRS LTD GDR 1995 RPSTG COM | $1,295,229 | $1,295,229 |
| ADR ADYEN N V ADR | $2,350,974 | $2,350,974 |
| ADR ASM INTERNATIONAL NV ASM INTERNATIONAL N.V. COM STK | $1,948,038 | $1,948,038 |
| ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) | $2,540,224 | $2,540,224 |
| ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) | $2,955,773 | $2,955,773 |
| ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) | $12,530,811 | $12,530,811 |
| SMARTCRAFT ASA NOK0.01 | $151,326 | $151,326 |
| ADR ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM CLASS A | $1,352,809 | $1,352,809 |
| ADR EVOLUTION AB ADR UNSP ADR EACH REPR 1 ORD | $1,798,315 | $1,798,315 |
| ADR NESTLE S A SPONSORED ADR REPSTG REG SH | $1,641,368 | $1,641,368 |
| UBS GROUP AG COMMON STOCK | $1,435,212 | $1,435,212 |
| ADR TAIWAN SEMICONDUCTOR MANUFACTURING ADS REP 5 TWD10 | $1,963,936 | $1,963,936 |
| RELX PLC | $323,831 | $323,831 |
| SAGE GROUP GBP0.01051948 | $233,667 | $233,667 |
| ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM | $1,677,352 | $1,677,352 |
| ADR BAE SYS PLC SPONSORED ADR | $1,998,884 | $1,998,884 |
| ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPLT) | $1,239,825 | $1,239,825 |
| EXPERIAN PLC | $1,742,654 | $1,742,654 |
| PETROBRAS GLOBAL FIN B V 6.9% 03-19-2049 | $322,607 | $322,607 |
| PVTPL RIO OIL FIN TR 8.2% DUE 04-06-2028 | $191,301 | $191,301 |
| RIO OIL FIN TR 9.75% 01-06-2027 | $521,465 | $521,465 |
| ULTRAPAR INTL S A 5.25% DUE 10-06-2026 | $218,250 | $218,250 |
| TRANSCANADA TR FLTG RT 5.3% DUE 03-15-2077 | $333,266 | $333,266 |
| TRANSCANADA TR FLTG RT 5.875% DUE 08-15-2076 | $401,743 | $401,743 |
| TRANSCANADA TR SUB TR NT SER 2015-A DUE 05-20-2075/05-20-2025 REG | $1,107,823 | $1,107,823 |
| PROSUS N V 4.193% 01-19-2032 | $172,681 | $172,681 |
| PROSUS N V 4.987% 01-19-2052 | $545,509 | $545,509 |
| PROSUS N V NT 144A 3.061% 07-13-2031 | $1,193,312 | $1,193,312 |
| PVTPL BNP PARIBAS 4.375% 09-28-2025 | $464,585 | $464,585 |
| PVTPL BNP PARIBAS SUB MED TERM NT PROGRAM 2.588% DUE 08-12-2035 | $164,433 | $164,433 |
| BAYER US FIN II 4.375% DUE 12-15-2028 | $594,564 | $594,564 |
| PVTPL BAYER US FIN LLC 6.5% 11-21-2033 | $206,512 | $206,512 |
| PVTPL ENEL FIN INTL N V 5% DUE 06-15-2032 BEO | $781,630 | $781,630 |
| PVTPL TELECOM ITALIA S P A NEW 144A 5.303% DUE 05-30-2024 BEO | $646,929 | $646,929 |
| PVTPL UNICREDIT SPA 5.459% DUE 06-30-2035/06-30-2030 BEO | $423,569 | $423,569 |
| TELECOM ITALIA CAP 7.2% DUE 07-18-2036 | $402,218 | $402,218 |
| TELECOM ITALIA CAP 7.721% DUE 06-04-2038 | $208,635 | $208,635 |
| UNICREDIT SPA 7.296% DUE 04-02-2034 | $617,442 | $617,442 |
| PVTPL CEMEX S A B DE C V 5.2% DUE 09-17-2030 BEO | $409,412 | $409,412 |
| PVTPL PROSUS N V 3.68% DUE 01-21-2030 | $350,668 | $350,668 |
| PVTPL UBS GROUP AG 5.959% 01-12-2034 | $750,934 | $750,934 |
| PVTPL UBS GROUP AG 6.301% 09-22-2034 | $212,279 | $212,279 |
| B A T CAP CORP 4.39% 08-15-2037 | $524,983 | $524,983 |
| B A T CAP CORP 4.742% DUE 03-16-2032 | $552,697 | $552,697 |
| B A T CAP CORP NT 5.65% 03-16-2052 | $135,974 | $135,974 |
| BARCLAYS PLC 2.894% DUE 11-24-2032 BEO | $328,415 | $328,415 |
| BARCLAYS PLC 4.836% 05-09-2028 | $414,380 | $414,380 |
| BARCLAYS PLC 5.746% DUE 08-09-2033 | $202,243 | $202,243 |
| BARCLAYS PLC 7.119% 06-27-2034 | $293,635 | $293,635 |
| BARCLAYS PLC FIXED 5.829% 05-09-2027 | $328,001 | $328,001 |
| BARCLAYS PLC FLTG RT 6.49% DUE 09-13-2029 | $234,444 | $234,444 |
| BAT CAPITAL CORPORATION 6.343% DUE 08-02-2030 | $131,406 | $131,406 |
| BAT CAPITAL CORPORATION 6.421% DUE 08-02-2023 BEO | $472,302 | $472,302 |
| HSBC HLDGS PLC .976% DUE 05-19-2025 REG | $465,348 | $465,348 |
| HSBC HLDGS PLC 2.357% DUE 08-18-2031 REG | $414,702 | $414,702 |
| HSBC HLDGS PLC 4.95% DUE 03-31-2030 | $570,824 | $570,824 |
| HSBC HLDGS PLC 6.5% DUE 05-02-2036 | $531,792 | $531,792 |
| HSBC HLDGS PLC 6.547% 06-20-2034 | $209,412 | $209,412 |
| HSBC HLDGS PLC 7.399% 11-13-2034 | $494,346 | $494,346 |
| HSBC HLDGS PLC FLTG RT 8.113% DUE 11-03-2033 | $231,525 | $231,525 |
| IMPERIAL TOB FIN 4.25% DUE 07-21-2025 | $540,286 | $540,286 |
| LLOYDS BKG GROUP 4.582% DUE 12-10-2025 | $195,759 | $195,759 |
| LLOYDS BKG GROUP 4.65% DUE 03-24-2026 | $318,194 | $318,194 |
| LLOYDS BKG GROUP FIXED 7.953% DUE 11-15-2033 | $228,898 | $228,898 |
| LLOYDS BKG GROUP PLC 3.75% 03-18-2028 | $717,976 | $717,976 |
| NATWEST GROUP PLC 6.016% DUE 03-02-2034 | $921,136 | $921,136 |
| NATWEST GROUP PLC FIXED 3.032% DUE 11-28-2035 | $186,795 | $186,795 |
| PVTPL IMPERIAL BRANDS FIN PLC GTD SR NT 3.875% 07-26-2029 | $957,335 | $957,335 |
| PVTPL IMPERIAL BRANDS FIN PLC GTD SR NT 144A 6.125 DUE 07-27-2027/07-27-2022 | $256,882 | $256,882 |
| VODAFONE GROUP PLC 7% DUE 04-04-2079 | $463,967 | $463,967 |
| PETROBRAS GLOBAL FIN B V GTD GLOBAL NT 5.5% DUE 06-10-2051/06-10-2021 REG | $168,662 | $168,662 |
| PEMEX PROJ FDG MASTER TR GTD BD 6.625% DUE 06-15-2035 REG | $95,894 | $95,894 |
| PETRLEOS MEXICANOS 6.7% 02-16-2032 | $1,186,809 | $1,186,809 |
| PETROLEOS MEXICANOS 6.375% 01-23-2045 | $276,982 | $276,982 |
| PETROLEOS MEXICANOS 6.75% DUE 09-21-2047 | $114,671 | $114,671 |
| PETROLEOS MEXICANOS GTD NT 7.69% DUE 01-23-2050 REG | $1,368,786 | $1,368,786 |
| COLOMBIA REP 5% DUE 06-15-2045 REG | $193,653 | $193,653 |
| REPUBLIC OF COLOMBIA 5.625 02-26-2044 REG | $167,903 | $167,903 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $83,082,711 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $83,082,711 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,721,125 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,721,125 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARGONAUT PRIVATE EQUITY FUND V-A | FMV | $19,393,521 | $19,393,521 |
| BDT CAPITAL PARTNERS FUND II (TE) | FMV | $55,198,259 | $55,198,259 |
| CIP VI INSTITUTIONAL FEEDER LP (CERBERUS) | FMV | $25,573,207 | $25,573,207 |
| CLARUS LIFESCIENCES | FMV | $1,294,383 | $1,294,383 |
| CRESTVIEW PARTNERS III | FMV | $18,127,014 | $18,127,014 |
| ENERGY CAPITAL PARTNERS III-B, LP | FMV | $13,981,546 | $13,981,546 |
| FORTRESS CREDIT OPPORTUNITIES FUND V-B LP | FMV | $14,166,087 | $14,166,087 |
| OP CAPITA CONSUMER OPP FUND II | FMV | $10,583,981 | $10,583,981 |
| REVELATION HEALTHCARE FUND IV, L.P. | FMV | $1,843 | $1,843 |
| STEPSTONE GLOBAL PARTNER IV LP | FMV | $19,129,317 | $19,129,317 |
| STEPSTONE VC SECONDARIES FUND II LP | FMV | $6,812,737 | $6,812,737 |
| STEPSTONE VC SECONDARIES FUND III LP | FMV | $33,049,552 | $33,049,552 |
| SVERICA CAPITAL PARTNERS IV LP | FMV | $30,870,806 | $30,870,806 |
| SVERICA CAPITAL PARTNERS V-B LP | FMV | $23,429,231 | $23,429,231 |
| FOREIGN CORPORATIONS - COATUE GROWTH V OFFSHORE FEEDER FUND LP | FMV | $15,034,170 | $15,034,170 |
| FOREIGN CORPORATIONS - MANULIFE PE PARTNERS CAYMAN, LP | FMV | $27,960,491 | $27,960,491 |
| DOMESTIC MUTUAL FUNDS - JACKSON SQ SMID- CAP | FMV | $29,894,420 | $29,894,420 |
| DOMESTIC MUTUAL FUNDS - BLACKROCK HEALTH | FMV | $41,125,270 | $41,125,270 |
| DOMESTIC MUTUAL FUNDS - DODGE & COX FUND | FMV | $103,209,539 | $103,209,539 |
| DOMESTIC MUTUAL FUNDS - ARTISAN INT'L | FMV | $67,597,403 | $67,597,403 |
| DOMESTIC MUTUAL FUNDS - DIAMOND HILL | FMV | $31,275,171 | $31,275,171 |
| DOMESTIC MUTUAL FUNDS - GQG PTRS EMERGING MKTS EQUITY | FMV | $26,655,539 | $26,655,539 |
| DOMESTIC MUTUAL FUNDS - CLIFFWATER CORP LNDG FND | FMV | $88,670,807 | $88,670,807 |
| DOMESTIC MUTUAL FUNDS - WASATCH EMERGING MKTS FUND | FMV | $20,763,669 | $20,763,669 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $166,175 | $62,627 | $103,548 | $103,548 |
| EQUIPMENT | $91,498 | $75,494 | $16,004 | $16,004 |
| FURNISHING | $1,315,689 | $1,183,592 | $132,097 | $132,097 |
| COMPUTER | $63,863 | $37,622 | $26,241 | $26,241 |
| SOFTWARE | $100,415 | $19,740 | $80,675 | $80,675 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,593 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,593 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $1,094,001 | $1,448,967 | $1,448,967 |
| DIVIDENDS RECEIVABLE | $486,888 | $396,714 | $396,714 |
| PREPAID EXPENSES | $272,854 | $374,560 | $374,560 |
| PREPAID FEDERAL EXCISE TAX | $619,565 | $36,565 | $36,565 |
| OTHER RECEIVABLES | $1,127,752 | $227 | $227 |
| RECEIVABLES FROM BROKERS | $149,057 | ||
| RIGHT OF USE ASSET | $3,193,420 | $2,785,716 | $2,785,716 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $203,352 | $0 | $203,352 |
| MEALS & ENTERTAINMENT | $48,154 | $0 | $48,154 |
| TRANSPORTATION | $52,083 | $0 | $52,083 |
| COMPUTER SERVICES | $190,223 | $0 | $190,223 |
| GENERAL OFFICE & OTHER EXPENSES | $75,861 | $0 | -$195,290 |
| PARKING | $1,857 | $0 | $1,857 |
| EDUCATIONAL EXPENSES | $2,032 | $0 | $2,032 |
| INVESTMENT FEES | $3,993 | $3,993 | $0 |
| CONFERENCE EXPENSES | $3,425 | $0 | $3,425 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LITIGATION SETTLEMENT INCOME | $1,568 | $0 | $1,568 |
| OTHER INCOME | $315 | $315 | $315 |
| PASSTHROUGH INCOME FROM K-1 | $0 | $321,683 | $0 |
| K-1 INCOME SUBJECT TO UBTI | $0 | $35,765 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN | Desc |
| Amt | $183,639,066 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYABLES TO BROKERS | $116,082 | $1,879,427 |
| FEDERAL EXCISE TAXES PAYABLE | $4,946,000 | $7,499,000 |
| LEASE LIABILITY | $3,371,869 | $3,001,449 |
| OTHER PAYABLE | $0 | $464,457 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $7,044,243 | $7,044,243 | $0 |
| CUSTODIAL FEES (NORTHERN TRUST) | $247,000 | $247,000 | $0 |
| CONSULTING FEES | $195,081 | $0 | $195,081 |
| OTHER MISC PROF FEES | $31,448 | $0 | $0 |
| INVESTMENT INTEREST EXPENSES FROM K-1 | $0 | $549,745 | $0 |
| PORTFOLIO DEDUCTIONS (OTHER) FROM K-1 | $0 | $449 | $0 |
| OTHER DEDUCTIONS FROM K-1 | $0 | $1,916 | $0 |
| PORTFOLIO DEDUCTIONS (2%) FROM K-1 | $0 | $4,430,740 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $225,379 | $27,745 | $199,260 |
| TAXES & LICENSES | $1,626 | $0 | $0 |
| FOREIGN TAX WITHHELD | $114,164 | $150,263 | $0 |
| FEDERAL EXCISE TAX PROVISION | $3,484,907 | $0 | $0 |