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BROAD FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BROAD FOUNDATION (EIN 95-4686318)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202423199349104742
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T15:42:55-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954686318EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ELI AND EDYTHE BROAD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBROABusinessNameControlTxt
Phone3109545026PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 SOUTH GRAND AVENUE 1800AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERUN RILEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3109545026PhoneNum
Signature2024-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BECKER HARRISPreparerPersonNm
PTINP00183358PTIN
Phone4254544919PhoneNum
Preparation2024-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,816,766,371FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8,385InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,385InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,577,564DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,702,682DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$97,795,909NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$259,008,727GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$612,015OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,572,901OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$112,993,873TotalRevAndExpnssAmt
Total Net Invst Incm$41,283,968TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,117,003OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,103,699OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$174,086PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,301,104PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$93,360LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$81,412LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$273,697AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$64,663AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$193,134AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,953,127OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,367,376OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,960,952OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,522,137TaxesRevAndExpnssAmt
Taxes Net Invst Incm$238,716TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,017TaxesDsbrsChrtblAmt
Deprec And Dpltn Net Invst Incm$28,407DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$107,631OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$101,047OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$32,212TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$39,032TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$22,361PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$22,361PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$230,695OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,804,822OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$260,073OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,526,309TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,503,984TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,063,831TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$129,246,056ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$123,553,531ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$141,772,365TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,503,984TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$128,617,362TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$28,778,492ExcessRevenueOverExpensesAmt
Net Investment Income$29,779,984NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$81,307CashBOYAmt
Cash EOY$97,631CashEOYAmt
Cash EOYFMV$97,631CashEOYFMVAmt
Sav And Temp Cash Invst BOY$250,386,994SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$257,011,574SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$257,011,574SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$149,833PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$149,833PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$77,030,152CorporateStockBOYAmt
Corporate Stock EOY$143,501,253CorporateStockEOYAmt
Corporate Stock EOYFMV$143,501,253CorporateStockEOYFMVAmt
Other Investments BOY$1,439,971,183OtherInvestmentsBOYAmt
Other Investments EOY$1,401,840,707OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,401,840,707OtherInvestmentsEOYFMVAmt
Other Assets BOY$28,556,445OtherAssetsBOYAmt
Other Assets EOY$14,165,373OtherAssetsEOYAmt
Other Assets EOYFMV$14,165,373OtherAssetsEOYFMVAmt
Total Assets BOY$1,796,026,081TotalAssetsBOYAmt
Total Assets EOY$1,816,766,371TotalAssetsEOYAmt
Total Assets EOYFMV$1,816,766,371TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,040,864AccountsPayableBOYAmt
Accounts Payable EOY$1,455,695AccountsPayableEOYAmt
Grants Payable BOY$352,087,597GrantsPayableBOYAmt
Grants Payable EOY$357,780,122GrantsPayableEOYAmt
Other Liabilities BOY$7,670,777OtherLiabilitiesBOYAmt
Other Liabilities EOY$8,283,068OtherLiabilitiesEOYAmt
Total Liabilities BOY$360,799,238TotalLiabilitiesBOYAmt
Total Liabilities EOY$367,518,885TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,435,226,843NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,449,247,486NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,435,226,843TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,449,247,486TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,796,026,081TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,816,766,371TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,435,226,843TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$28,778,492ExcessRevenueOverExpensesAmt
Other Increases$42,799,135OtherIncreasesAmt
Subtotal$1,449,247,486SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,449,247,486TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2022-01-012023-12-31$42,854,603$18,562,872$24,291,731$24,291,731
CAPITAL GAIN DISTRIBUTIONS2022-01-012023-12-31$556,577$556,577$556,577P
PASS THRU INVESTMENTS DISTRIB IN EXCESS OF BASIS2022-01-012023-12-31$156,720,082$170,448,719-$13,728,637-$13,728,637P
PASS THRU INVESTMENTS REPORTED ON SCH K-1S2022-01-012023-12-31$10,962,742$10,962,742$10,962,742P
TERMINATION OF ALTIMETER OFFSHORE2019-07-312023-04-12$15,205,576$43,894,055-$28,688,479-$28,688,479P
TERMINATION OF COLONY INVESTORS VII, L.P.2022-01-012023-12-31$262,083$262,925-$842-$842P
TERMINATION OF GTIS US RESIDENTIAL STRATEGIES PARALLEL FUND LP2022-01-012023-12-31$9,269,072$5,555,064$3,714,008$3,714,008P
TERMINATION OF SEMPER VIC PARTNERS (QP), L.P.2022-01-012023-12-31$900,906$10,931,370-$10,030,464-$10,030,464P
TERMINATION OF TIGER GLOBAL PIP VIII PARTNERS, L.P.2022-01-012023-12-31$1,021,815$878,235$143,580$143,580P
TERMINATION OF TPG V VE-AIV 2 LP2022-01-012023-12-31$92-$92-$92P
TERMINATION OF TSG7 A AIV V HOLDINGS-A, L.P.2022-01-012023-12-31$29,745$28,885$860$860P
TERMINATION OF TSG7 B AIV III (CAYMAN), LP2022-01-012023-12-31$6,787-$6,787-$6,787P
FieldValueIRS element (for citing)
Capital Gain Net Income-$12,785,803CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$413,942InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$413,942SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$413,942TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,932,394EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,932,394TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,518,452OverpaymentAmt
Applied To ES Tax$1,000,000AppliedToESTaxAmt
Refund$518,452RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BROADFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksJULIE BAKERIndividualWithBooksNm
Phone3109545026PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 SOUTH GRAND AVENUE SUITE 1800AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDYTHE L BROAD
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA90071TRUSTEE2.00$0$0$0
GERUN RILEY SEE STATEMENT
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA90071PRESIDENT, TRUSTEE30.00$510,400$17,862$0
SUZANNE NORA JOHNSON
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA90071TRUSTEE2.00$0$0$0
JAY WINTROB
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA90071TRUSTEE2.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
SUSAN JACK
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA90071VICE PRESIDENT/CHIEF32.00$251,396$30,686$0
ISABEL ACOSTA
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA90071VICE PRESIDENT, PROG40.00$203,250$18,338$0
PORSHA CROPER
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA90071SENIOR PROGRAM OFFIC40.00$183,000$24,612$0
ERICA LIM
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA90071SENIOR PROGRAM OFFIC40.00$170,000$22,765$0
TIM CARTER
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA90071DIRECTOR OF COMMUNIC32.00$150,052$15,708$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k1OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
FAMILY OFFICE INVESTMENT SERVICES LLC
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA90071INVESTMENT SERVICES$2,399,169
FAMILY OFFICE FINANCIAL SERVICES LLC
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA90071FINANCE, ACCTG, TAX, HR & TECH$2,081,240
CLARK NUBER
10900 NE 4TH STREET SUITE 1400BELLEVUEWA98004TAX SERVICES$144,371
ERNST & YOUNG US LLP
PO BOX 846793LOS ANGELESCA90084PROFESSIONAL SERVICES RENDERED RELATED TO AUDIT$129,326
NIXON PEABODY LLP
300 SOUTH GRAND AVENUE SUITE 4100LOS ANGELESCA90071LEGAL FEES$56,000
FieldValueIRS element (for citing)
Contractor Paid Over50k14ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$119,795,646AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$284,335,789AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,412,307,993FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,816,439,428TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,816,439,428AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,246,591CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,789,192,837NetVlNoncharitableAssetsAmt
Minimum Investment Return$89,459,642MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$89,459,642MinimumInvestmentReturnAmt
Tax Based On Investment Income$413,942TaxBasedOnInvestmentIncomeAmt
Income Tax$80,860IncomeTaxAmt
Total Tax$494,802TotalTaxAmt
Distributable Before Adj$88,964,840DistributableBeforeAdjAmt
Recoveries Qualfied Distri$9,023RecoveriesQualfiedDistriAmt
Distributable Before Ded$88,973,863DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$88,973,863DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$128,617,362ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$128,617,362QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$88,973,863DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$62,488,138ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$68,370,309ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$31,722,956ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,204,939ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,125,580ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$206,911,922TotalExcessDistributionCyovAmt
Qualifying Distributions$128,617,362QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$88,973,863AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,643,499RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$246,555,421TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$62,488,138ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$184,067,283ExcessDistriCyovToNextYrAmt
Excess From Year4$68,370,309ExcessFromYear4Amt
Excess From Year3$31,722,956ExcessFromYear3Amt
Excess From Year2$18,204,939ExcessFromYear2Amt
Excess From Year1$26,125,580ExcessFromYear1Amt
Excess From Current Year$39,643,499ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDYTHE L BROADContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (128 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALEXANDRIA HOUSE
426 SOUTH ALEXANDRIA AVENUELOS ANGELESCA90020PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$2,000
ALLIANCE COLLEGE-READY PUBLIC SCHOOLS FOUNDATION
PO BOX 86609LOS ANGELESCA90086PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$140,000
ALZHEIMER'S GREATER LOS ANGELES
4221 WILSHIRE BOULEVARD SUITE 400LOS ANGELESCA90034PCSCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH$5,000
AMERICAN CANCER SOCIETY INC
3380 CHASTAIN MEADOWS PKWY NW SUITEKENNESAWGA30144PCSCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH$500200
ANTI RECIDIVISM COALITION
1320 EAST 7TH STREET SUITE 260LOS ANGELESCA90021PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$250,156
BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES
3333 WILSHIRE BOULEVARD SUITE 103LOS ANGELESCA90010PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$25,000
BIZFED INSTITUTE
6055 EAST WASHINGTON BOULEVARDCOMMERCECA90040PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$2,500SUITE 1005
BRIC FOUNDATION
5735 LEMP AVENUENORTH HOLLYWOODCA91601PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$200,000
BROAD INSTITUTE OF MIT AND HARVARD
415 MAIN STREETCAMBRIDGEMA02142PCSCI & MED RESEARCH - TO SUPPORT BIOMEDICAL AND GENOMIC RESEARCH TO ADVANCE TREATMENTS AND CURES FOR DISEASE$50,000,000
BROADSTAGE
1900 PICO BOULEVARDSANTA MONICACA90405PCARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS$80,000
BUILD HOPE INC
2600 WILSHIRE BOULEVARD 3RD FLOORLOS ANGELESCA90057PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$5,000
CALIFORNIA COMMUNITY FOUNDATION
717 WEST TEMPLE STREETLOS ANGELESCA90012PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$825,000
CALIFORNIA FORWARD
925 L STREET SUITE 600SACRAMENTOCA95814PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$5,000
CALIFORNIA INSTITUTE OF THE ARTS
24700 MCBEAN PARKWAYSANTA CLARITACA91355PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$125,000
CALIFORNIA VOLUNTEERS FUND
1400 TENTH STREET 2ND FLOORSACRAMENTOCA95814PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$1,000,000
CATALYST CALIFORNIA
1910 WEST SUNSET BOULEVARD SUITELOS ANGELESCA90026PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$10,000500
CCF COMMUNITY INITIATIVES FUND
717 WEST TEMPLE STREETLOS ANGELESCA90012SO ISKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$1,000,000
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BOULEVARD SUITE 2416LOS ANGELESCA90048PCSCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH$25,000
CENTER FOR EMPLOYMENT OPPORTUNITIES INC
50 BROADWAY SUITE 1604NEW YORKNY10004PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$250,000
CHILDREN NOW
1404 FRANKLIN STREET SUITE 700OAKLANDCA94612PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$10,000
CICLAVIA INC
525 SOUTH HEWITT STREET SUITE 164LOS ANGELESCA90013PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$5,000
CITY YEAR INC
287 COLUMBUS AVENUEBOSTONMA02116PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$1,000
CLIMATE JOBS NATIONAL RESOURCE CENTER INC
350 WEST 31ST STREET 8TH FLOORNEW YORKNY10001PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$500,000
COLBURN SCHOOL OF PERFORMING ARTS
200 SOUTH GRAND AVENUELOS ANGELESCA90012PCARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS$10,000
COMMUNITIES FOR A BETTER ENVIRONMENT
6325 PACIFIC BOULEVARD 300HUNTINGTON PARKCA90255PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$150,000
COMMUNITIES IN SCHOOLS OF LOS ANGELES INC
C/O CREATIVE ARTISTS AGENCY 2000LOS ANGELESCA90067PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$188,080AVENUE OF THE STARS
COMMUNITY BUILD INC
4305 DEGNAN BOULEVARD SUITE 102LOS ANGELESCA90008PCARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS$5,000
COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION AND TREATMENT
8101 SOUTH VERMONT AVENUELOS ANGELESCA90044PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$24,487
COMMUNITY INITIATIVES
1000 BROADWAY SUITE 480OAKLANDCA94607PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$250,000
COMMUNITY PARTNERS
1000 NORTH ALAMEDA STREET SUITE 240LOS ANGELESCA90012PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$51,000
CORO SOUTHERN CALIFORNIA INC
1000 NORTH ALAMEDA STREET SUITE 240LOS ANGELESCA90012PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$60,000
DISCOVERY EYE FOUNDATION
8635 WEST 3RD STREET SUITE 390WLOS ANGELESCA90048PCSCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH$1,000
DISCOVERY SCIENCE CENTER OF LOS ANGELES
11800 FOOTHILL BOULEVARDSYLMARCA91342PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$10,000
DIY GIRLS
PO BOX 330662PACOIMACA91333PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$179,650
DOHENY EYE INSTITUTE
150 NORTH ORANGE GROVE BOULEVARDPASADENACA91103PCSCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH$5,000
EAST YARD COMMUNITIES FOR ENVIRONMENTAL JUSTICE
2317 SOUTH ATLANTIC BOULEVARDCOMMERCECA90040PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$129,940
ECONOMIC DEVELOPMENT CORPORATION OF LOS ANGELES
633 WEST 5TH STREET SUITE 3300LOS ANGELESCA90071PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$264,000
ECONOMIC ROUNDTABLE
244 SOUTH SAN PEDRO STREET SUITELOS ANGELESCA90012PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$95,000506
EDUCATORS FOR EXCELLENCE INC
80 PINE STREET 28TH FLOORNEW YORKNY10005PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$150,000
EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION
1107 9TH STREET SUITE 680SACRAMENTOCA95814PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$160,000
EVERYTOWN FOR GUN SAFETY SUPPORT FUND
PO BOX 3886NEW YORKNY10163PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$500,000
EXPANDED LEARNING ALLIANCE EXPANDLA
4323 BERENICE AVENUELOS ANGELESCA90031PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$1,024,659
FAMILIES IN SCHOOLS
1541 WILSHIRE BOULEVARD SUITE 430LOS ANGELESCA90017PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$200,000
FORDHAM UNIVERSITY
150 W 62ND STREETNEW YORKNY10023PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$25,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1102 Q STREET SUITE 4800SACRAMENTOCA95811PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$284,015
FULFILLMENT FUND
6100 WILSHIRE BOULEVARD SUITE 600LOS ANGELESCA90048PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$5,000
GREAT PUBLIC SCHOOLS NOW
1150 SOUTH OLIVE STREET SUITE 1325LOS ANGELESCA90015PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$2,200,000
GREATER LOS ANGELES EDUCATION FOUNDATION
DOWNEY BRANCH LACOE CAMPUS 9300DOWNEYCA90242PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$1,460,000IMPERIAL HIGHWAY
GREEN DOT PUBLIC SCHOOLS CALIFORNIA
1149 SOUTH HILL STREET SUITE 600LOS ANGELESCA90015PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$500,000
GROWTH SECTOR COMPANY
2625 POLK STREET 4SAN FRANCISCOCA94109PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$333,333
HARRIETT BUHAI CENTER FOR FAMILY LAW
3250 WILSHIRE BOULEVARDLOS ANGELESCA90010PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$500
HEART OF LOS ANGELES YOUTH INC
2701 WILSHIRE BOULEVARD SUITE 100LOS ANGELESCA90057PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$300,000
HIDDEN GENIUS PROJECT
1441 FRANKLIN STREET FOURTH FLOOROAKLANDCA94612PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$220,000
HOMEBOY INDUSTRIES
130 WEST BRUNO STREETLOS ANGELESCA90012PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$14,250
HOWARD UNIVERSITY
2244 10TH STREET NW ROOM 302WASHINGTONDC20059PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$1,000,000
INNOVATE PUBLIC SCHOOLS
1400 PARKMOOR AVENUE SUITE 240SAN JOSECA95126PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$333,333
INSTITUTE FOR LOCAL GOVERNMENT
1400 K STREET SUITE 205SACRAMENTOCA95814PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$150,000
JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA
6250 FOREST LAWN DRIVELOS ANGELESCA90068PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$4,406
KARSH FAMILY SOCIAL SERVICE CENTER INC
3750 WEST 6TH STREETLOS ANGELESCA90020PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$15,000
KIPP SOCAL PUBLIC SCHOOLS
1933 SOUTH BROADWAY SUITE 1144LOS ANGELESCA90007PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$5,000
KVCR EDUCATIONAL FOUNDATION INC
701 SOUTH MOUNT VERNON AVENUESAN BERNADINOCA92410PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$1,000
LA PROMISE FUND
1933 SOUTH BROADWAY SUITE 1108LOS ANGELESCA90007PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$675,000
LA'S BEST
200 NORTH SPRING STREET SUITE M-120LOS ANGELESCA90012PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$180,000
LEADERSUP
P O BOX 862190LOS ANGELESCA90086PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$500,000
LEUKEMIA & LYMPHOMA SOCIETY INC
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573PCSCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH$10,000
LIBRARY FOUNDATION OF LOS ANGELES
630 WEST 5TH STREETLOS ANGELESCA90071PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$47,880
LINKED LEARNING ALLIANCE
730 HARRISON STREET FOURTH FLOORSAN FRANCISCOCA94107PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$632,335
LOS ANGELES ALLIANCE FOR A NEW ECONOMY
464 LUCAS AVENUE SUITE 202LOS ANGELESCA90017PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$269,710
LOS ANGELES AREA CHAMBER OF COMMERCE FOUNDATION
350 SOUTH BIXEL STREETLOS ANGELESCA90017PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$9,550
LOS ANGELES BROTHERHOOD CRUSADE
200 EAST SLAUSON AVENUELOS ANGELESCA90011PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$2,800
LOS ANGELES CLEANTECH INCUBATOR
525 SOUTH HEWITT STREETLOS ANGELESCA90013PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$510,000
LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY FOUNDATION
900 EXPOSITION BOULEVARDLOS ANGELESCA90007PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$134
LOS ANGELES FIRE DEPARTMENT FOUNDATION
1700 STADIUM WAY SUITE 100LOS ANGELESCA90012PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$1,000
LOS ANGELES MISSION INC
303 EAST 5TH STREETLOS ANGELESCA90013PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$2,700
LOS ANGELES OPERA COMPANY
135 NORTH GRAND AVENUELOS ANGELESCA90012PCARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS$6,000
LOS ANGELES PARKS FOUNDATION
2650 NORTH COMMONWEALTH AVENUELOS ANGELESCA90027PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$1,500
LOS ANGELES UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION
333 SOUTH BEAUDRY AVENUE 24TH FLOORLOS ANGELESCA90017SO ISKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$35,000
LOS ANGELES UNIFIED SCHOOL DISTRICT
333 SOUTH BEAUDRY AVENUELOS ANGELESCA90017GOVSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$55,531
LOS ANGELES URBAN LEAGUE
4401 CRENSHAW BOULEVARD SUITE 201LOS ANGELESCA90043PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$5,000
MANIFESTWORKS
823 SEWARD STREETLOS ANGELESCA90038PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$1,000
MUSIC CENTER
135 NORTH GRAND AVENUELOS ANGELESCA90012PCARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS$133,200
NATIONAL SKILLS COALITION
1250 CONNECTICUT AVE NW SUITE 200WASHINGTONDC20036PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$2,500
NEIGHBORHOOD YOUTH ASSOCIATION INC
1016 PLEASANT VIEW AVENUEVENICECA90291PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$10,000
NEW VENTURE FUND
1201 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036PCENVIRONMENT - INVESTMENT TO INCREASE HEALTHY LIVING ENVIRONMENTS, PARTICULARLY FOR HISTORICALLY MARGINALIZED COMMUNITIES$250,000300
ONEOC
1901 EAST 4TH STREET SUITE 100SANTA ANACA92705PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$182,500
PS ARTS
2947 SOUTH SEPULVEDA BOULEVARDLOS ANGELESCA90064PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$4,850
PACIFIC RESIDENT THEATRE ENSEMBLE
PO BOX 568VENICECA90291PCARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS$1,000
PARTNERSHIP FOR LOS ANGELES SCHOOLS
1055 WILSHIRE BOULEVARD SUITE 1850LOS ANGELESCA90017PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$800,000
PER SCHOLAS INC
804 E 138TH STREET 2ND FLOORBRONXNY10454PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$100,000
PLANNED PARENTHOOD LOS ANGELES
400 WEST 30TH STREETLOS ANGELESCA90007PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$5,000
PUENTE LEARNING CENTER
501 SOUTH BOYLE AVENUELOS ANGELESCA90033PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$1,000
RACE TO ERASE MS
1875 CENTURY PARK EAST SUITE 980LOS ANGELESCA90067PCSCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH$1,000
ROCKEFELLER PHILANTHROPY ADVISORS
90 CHURCH STREET FLOOR 1 7082NEW YORKNY10008PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$7,500
SAINT JOHN'S HEALTH CENTER FOUNDATION
2121 SANTA MONICA BOULEVARDSANTA MONICACA90404PCSCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH$15,000
SCIENCE FOR AMERICA INC
139 MAIN STREET SUITE 500CAMBRIDGEMA02142PCSCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH$48,000
SIMON WIESENTHAL CENTER
1399 SOUTH ROXBURY DRIVELOS ANGELESCA90035PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$2,500
SKIRBALL CULTURAL CENTER
2701 NORTH SEPULVEDA BOULEVARDLOS ANGELESCA90049PCARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS$20,000
SOCIETY FOR SCIENCE & THE PUBLIC
1719 N STREET NWWASHINGTONDC20036PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$25,041
SOUTHERN CALIFORNIA CENTER FOR NONPROFIT MANAGEMENT
1000 NORTH ALAMEDA STREET OFFICELOS ANGELESCA90012PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$5,000250
SOUTHERN CALIFORNIA GRANTMAKERS
1000 NORTH ALAMEDA STREET SUITE 230LOS ANGELESCA90012PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$119,775
SOUTHERN CALIFORNIA PUBLIC RADIO
474 SOUTH RAYMOND AVENUEPASADENACA91105PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$21,778
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$200
STEP UP TUTORING
1424 4TH STREET SUITE 214 PMB 1696SANTA MONICACA90401PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$400,000
STRATEGIC CONCEPTS IN ORGANIZING AND POLICY EDUCATION
1715 WEST FLORENCE AVENUELOS ANGELESCA90047PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$210,000
TEACH FOR AMERICA
606 SOUTH OLIVE STREET 300LOS ANGELESCA90014PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$50,000
TEXAS SOUTHERN UNIVERSITY FOUNDATION
3100 CLEBURNE STREETHOUSTONTX77004PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$50,000
THE ART OF PROBLEM SOLVING INITIATIVE INC
55 EXCHANGE PLACE SUITE 603NEW YORKNY10005PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$300,000
THE BARACK OBAMA FOUNDATION
5235 SOUTH HARPER COURT SUITE 1140CHICAGOIL60615PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$100,000
THE BROAD ART FOUNDATION
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA90071POFARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS AND GENERAL OPERATING SUPPORT$25,000,000
THE BROAD
221 SOUTH GRAND AVENUELOS ANGELESCA90012POFARTS - OPERATING SUPPORT FOR FREE GENERAL ADMISSION CONTEMPORARY ART MUSEUM IN LOS ANGELES AND INCREASED COSTS DUE TO INFLATION$3,605,138
THE BROAD
221 SOUTH GRAND AVENUELOS ANGELESCA90012POFARTS - GENERAL SUPPORT FOR FREE GENERAL ADMISSION CONTEMPORARY ART MUSEUM IN LOS ANGELES$6,000,000
THE DETROIT INSTITUTE OF ARTS
5200 WOODWARD AVENUEDETROITMI48202PCARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS$100,000
THE GREENLINING INSTITUTE
360 14TH STREET 2ND FLOOROAKLANDCA94612PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$255,000
THE LOS ANGELES TRUST FOR CHILDREN'S HEALTH
333 SOUTH BEAUDRY 29TH FLOORLOS ANGELESCA90017PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$3,000
THE OPPORTUNITY INSTITUTE
1400 SHATTUCK AVENUE SUITE 12 136BERKELEYCA94709PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$200,000
THRIVE SCHOLARS
606 SOUTH OLIVE STREET SUITE 2150LOS ANGELESCA90014PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$812,500
TOPA INSTITUTE
PO BOX 999OJAICA93023PCARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS$3,000
UCLA FOUNDATION
10889 WILSHIRE BOULEVARD 1100LOS ANGELESCA90024PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$9,820
UNITED FRIENDS OF THE CHILDREN
1055 WILSHIRE BOULEVARD SUITE 1550LOS ANGELESCA90017PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$5,000
UNITED WAY OF GREATER LOS ANGELES
1150 SOUTH OLIVE STREET T500LOS ANGELESCA90015PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$49,860
UNITE-LA INC
350 SOUTH BIXEL STREETLOS ANGELESCA90017PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$4,500
UNIVERSITY OF SOUTHERN CALIFORNIA
3720 SOUTH FLOWER STREET 3RD FLLOS ANGELESCA90089PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$100,120
URBAN TXT TEENS EXPLORING TECHNOLOGY
3655 SOUTH GRAND AVENUE SUITE 220LOS ANGELESCA90007PCSKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY$160,000
VENICE FAMILY CLINIC FOUNDATION
604 ROSE AVENUEVENICECA90291PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$13,000
WOMEN IN NON TRADITIONAL EMPLOYMENT ROLES
29000 S WESTERN AVENUE SUITE 301RANCHO PALOS VERDESCA90275PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$416,800
WOMEN'S GUILD CEDARS SINAI MEDICAL CENTER
8700 BEVERLY BOULEVARD 2416WEST HOLLYWOODCA90048PCCIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES$5,000
WORKER EDUCATION & RESOURCE CENTER INC
1545 WILSHIRE BOULEVARD SUITE 500LOS ANGELESCA90017PCPATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES$225,000
YALE UNIVERSITY
165 WHITNEY AVENUENEW HAVENCT06511PCEDUCATION - TO ENDOW AND ESTABLISH THE BROAD CENTER AT THE YALE SCHOOL OF MANAGEMENT$16,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$123,553,531TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,385ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,577,564ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$579,568UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$97,795,909ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ACCRUED INCOME$23,424
RETURNED GRANTS$9,023

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$579,568UnrelatedBusinessTaxblIncmAmt
Exclusion$112,381,858ExclusionAmt
Related Or Exempt Function Incm$32,447RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$112,993,873TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11AINCOME ACCRUAL RELATED TO CHARITABLE EXPENSES
11BPRIOR YEAR RETURNED GRANTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT AND TAX FEESCategoryTxt
Amt$273,697Amt
Net Investment Income$64,663NetInvestmentIncomeAmt
Disbursements Charitable Prps$193,134DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxt
THE BROAD
221 S GRAND AVELOS ANGELESCA900122022-12-23$2,525,303ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS$2,525,303TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED6/27/2023 (FINAL)
BREAKWATER STUDIOS LTD
4655 KINGSWELL AVE SUITE 201LOS ANGELESCA900272022-09-26$300,000CIVIC AND COMMUNITY - TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES. TOTAL 2022 GRANT AGREEMENT FOR PLEDGE OF $450,000.$58,500TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED9/14/2023, 7/10/2024
THE BROAD
221 S GRAND AVELOS ANGELESCA900122022-12-27$692,297PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES. TOTAL 2022 GRANT AGREEMENT PLEDGE OF $2,062,297.$369,415TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED9/14/2023, 7/19/2024
THE BROAD ART FOUNDATION
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA900712021-12-01$56,000,000TO SUPPORT ART LENDING ACTIVITIES$56,000,000TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED10/3/2022, 6/27/2023 (FINAL)
THE BROAD ART FOUNDATION
300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA900712023-03-31$25,000,000ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS$25,000,000TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED7/2/2024
THE BROAD
221 S GRAND AVELOS ANGELESCA900122023-10-10$3,605,138ARTS - OPERATING SUPPORT FOR FREE GENERAL ADMISSION TO CONTEMPORARY ART MUSEUM IN LOS ANGELES$3,605,138TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED7/2/2024
THE BROAD
221 S GRAND AVELOS ANGELESCA900122021-05-03$15,600,000ARTS - SUPPORT PLEDGE FOR FREE GENERAL ADMISSION TO CONTEMPORARY ART MUSEUM IN LOS ANGELES. TOTAL 2021 GRANT AGREEMENT PLEDGE OF $161,000,000.$15,600,000TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED6/23/2022, 6/27/2023, 7/2/2024

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990PF, PART VI-B, LINE 1A(3)STATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIREDPART VI-B, LINE 1A(3)THERE ARE DISQUALIFIED PERSONS WHO FURNISH THE FOUNDATION WITH IN-KIND SERVICES AND USE OF FACILITIES IN ORDER TO GOVERN THE FOUNDATION'S CHARITABLE ACTIVITIES. THE SERVICES ARE PROVIDED FREE OF CHARGE. THESE ACTIVITIES ARE NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(C).
FORM 990-PF, PART VII, LINE 1 AND 3MS. RILEY'S COMPENSATION IS PART OF THE FEES CHARGED BY FAMILY OFFICE FINANCIAL SERVICES, LLC (FOFS). THE PORTION OF FEES CHARGED BY FOFS ARE BASED ON AN ALLOCATION OF TIME THAT MS. RILEY DEVOTES TO THE ELI AND EDYTHE BROAD FOUNDATION SEPARATE FROM HER DUTIES AS A TRUSTEE. NO ADJUSTMENTS HAVE BEEN MADE TO THE AMOUNTS ON PART I LINE 13 OR PART VII, LINE 3.
FORM 990-PF, PART VI-A, LINE 11SCHEDULE OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:ASHTON HOLDINGS300 SOUTH GRAND AVEANUE, SUITE 1800LOS ANGELES, CA 90071EMPLOYER IDENTIFICATION NUMBER:98-0579270DESCRIPTION OF TRANSFER:CONTRIBUTIONAMOUNT OF TRANSFER:8,250

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LEGALZOOM$106,491$106,491
AMAZON$97,855,438$97,855,438
DATADOG$410,993$410,993
BRAZE INC$140,263$140,263
QUANTUMSCAPE CORP$89,829$89,829
SANDS CAPITAL GLOBAL GROWTH$44,898,239$44,898,239

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUITY SECURITIESFMV$377,150,907$377,150,907
INTERNATIONAL EQUITYFMV$100,969,115$100,969,115
MULTI STRATEGY FUNDSFMV$285,157,249$285,157,249
DISTRESSED PRIVATE EQUITYFMV$22,026,912$22,026,912
REAL ESTATE FUNDS AND OTHER HARD ASSETSFMV$51,250,069$51,250,069
INTERNATIONAL FIXED INCOMEFMV$64,790,139$64,790,139
PRIVATE EQUITY PARTNERSHIPSFMV$500,496,316$500,496,316

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$93,360LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$81,412DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS$3,000,000$3,000,000$3,000,000
OTHER CURRENT ASSETS$25,479$0$0
INVESTMENT REDEMPTION RECEIVABLE$24,542,387$10,019,642$10,019,642
INTEREST RECEIVABLE$987,234$1,144,386$1,144,386
PAYROLL SUSPENSE$1,345$1,345$1,345

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$8,612$8,612$0
OFFICE AND ADMINISTRATIVE EXPENSE$188,667$0$212,315
INSURANCE$25,170$0$35,712
PASS THROUGH OTHER INVESTMENT EXPENSES$0$8,796,210$0
DIRECT PROGRAM EXPENSE$1,288$0$5,088
MEDIA$6,875$0$6,875
BUSINESS GIFTS$83$0$83

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INVESTMENT INCOME$579,568$0$579,568
OTHER INVESTMENT INCOME - PARTNERSHIP PASS THROUGH$0$2,466,906$0
SUBPART F INCOME$0$105,995$0
ACCRUED INCOME$23,424$23,424
RETURNED GRANTS$9,023$9,023

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSES ON INVESTMENTSDesc
Amt$42,799,135Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAX LIABILITYDesc
BOY Book Value$7,670,777BOYBookValueAmt
EOY Book Value$8,283,068EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$4,987,818$2,367,376$0
PROFESSIONAL SERVICE FEES$1,873,116$0$1,873,116
PROGRAM SUPPORT$21,202$0$24,153
PUBLIC RELATIONS$20,000$0$20,000
GRANT RELATED PROFESSIONAL FEES$20,038$0$8,750
OTHER PROFESSIONAL FEES$27,358$0$29,993
RECRUITING$3,595$0$4,940

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE AND DEFERRED TAX$2,952,678$0$17
STATE TAXES AND FILING FEES$569,459$0$1,000
FOREIGN TAXES$0$238,716$0

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASHTON HOLDINGSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 SOUTH GRAND AVENUE SUITE 1800AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
EIN980579270EIN
DescCONTRIBUTIONDesc
Amt$8,250Amt
FieldValueIRS element (for citing)
Total$8,250TotalAmt