OTIS BOOTH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OTIS BOOTH FOUNDATION (EIN 95-6140019)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-10-12
- IRS object ID
- 202332859349100238
- Schema version
- 2021v4.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-12T16:45:03-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | 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 STE 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 | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956140019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OTIS BOOTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OTIS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN A BOOTH | PersonNm |
| Person Title | PRESIDENT & TTEE | PersonTitleTxt |
| Phone | 3104712575 | PhoneNum |
| Signature | 2023-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNN | PersonFirstNm |
| Person Last | BOOTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY M WYLIE | PreparerPersonNm |
| PTIN | P00241767 | PTIN |
| Phone | 2135932300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $192,688,923 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,292,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,821,828 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,601,232 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,797,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,431,797 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $68,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $271,175 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,961,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,524,816 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $217,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $108,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $108,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $720,578 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $720,578 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $189,705 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $646 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $225 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $163,776 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,128,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $993,925 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $109,225 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,421,526 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,991,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,549,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $993,925 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,100,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,412,004 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,530,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,397,317 | CashBOYAmt |
| Cash EOY | $2,438,285 | CashEOYAmt |
| Cash EOYFMV | $2,438,285 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $105,234 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $81,001 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $81,001 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $151,570,320 | CorporateStockBOYAmt |
| Corporate Stock EOY | $143,986,275 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $143,986,275 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $46,113,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,183,362 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,183,362 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $201,186,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $192,688,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $192,688,923 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,862 | AccountsPayableBOYAmt |
| Grants Payable BOY | $16,529,799 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,959,825 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,389,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,321,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $17,921,661 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,280,825 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $183,265,016 | CapitalStockBOYAmt |
| Capital Stock EOY | $181,408,098 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $183,265,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $181,408,098 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $201,186,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $192,688,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $183,265,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,412,004 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $186,677,020 | SubtotalAmt |
| Other Decreases | $5,268,922 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $181,408,098 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-12-01 | 2022-11-30 | $19,424,594 | $10,009,542 | $9,415,052 | $9,415,052 | |
| PUBLICLY TRADED SECURITIES | 2021-12-01 | 2022-11-30 | $1,862,195 | $1,992,373 | -$130,178 | -$130,178 | |
| K-1 BLACKSTONE TACTICAL OPPORTUNITIES FUND (CAYMAN) LP - LTCG | 2021-12-01 | 2022-11-30 | $50,502 | $50,502 | $50,502 | P | |
| K-1 COATUE FINTECH FUND I LP - STCG | 2021-12-01 | 2022-11-30 | $65,212 | $65,212 | $65,212 | P | |
| K-1 COATUE FINTECH FUND I LP - LTCG | 2021-12-01 | 2022-11-30 | $64,836 | $64,836 | $64,836 | P | |
| LIQUIDATION OF ARES CAPITAL EUROPE I | 2021-12-01 | 2022-11-30 | $363,997 | -$363,997 | -$363,997 | P | |
| FIDELITY - LT CAP GAIN DISTRIBUTIONS | 2021-12-01 | 2022-11-30 | $1,316,358 | $1,316,358 | $1,316,358 | ||
| K-1 COATUE FINTECH FUND I LP - SEC. 1256 | 2021-12-01 | 2022-11-30 | $14,012 | $14,012 | $14,012 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,431,797 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $188,079 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $188,079 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $188,079 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $211,355 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $271,355 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $83,276 | OverpaymentAmt |
| Applied To ES Tax | $83,276 | 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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LYNN A BOOTH | IndividualWithBooksNm |
| Phone | 3104712575 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO RD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LYNN A BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | PRESIDENT & TTEE | 4.00 | $0 | $0 | $0 |
| PALMER N MURRAY | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, TREAS., ASSIST. SEC & | 4.00 | $0 | $0 | $0 |
| LOREN BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, SEC. & TTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOURDMURRAY | |||||
| 10900 WILSHIRE BLVD SUITE 500 | LOS ANGELES | CA | 90024 | INVESTMENT ADVISORY SERVICES | $652,323 |
| ANDERSEN TAX LLC | |||||
| 350 S GRAND AVE SUITE 2000 | LOS ANGELES | CA | 90071 | TAX & ACCOUNTING | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $145,776,485 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,763,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $48,280,317 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $197,820,252 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $197,820,252 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,967,304 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $194,852,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,742,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,742,647 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $188,079 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,155 | IncomeTaxAmt |
| Total Tax | $193,234 | TotalTaxAmt |
| Distributable Before Adj | $9,549,413 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,549,413 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,549,413 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,100,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,100,725 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,549,413 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,165,568 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,535,881 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,442,160 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,452,193 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,595,802 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,100,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,549,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,551,312 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,147,114 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,165,568 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,981,546 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,535,881 | ExcessFromYear4Amt |
| Excess From Year2 | $2,442,160 | ExcessFromYear2Amt |
| Excess From Year1 | $6,452,193 | ExcessFromYear1Amt |
| Excess From Current Year | $6,551,312 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (165 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALL SAINTS' CHURCH | ||||||||
| 504 NORTH CAMDEN DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PC | TO SUPPORT THE OUTREACH AND ASSISTANCE IN THE COMMUNITY. | $100,000 | |
| ALLIES FOR EVERY CHILD (WESTSIDE CHILDREN'S CENTER) | ||||||||
| 5721 WEST SLAUSON AVENUE | CULVER CITY | CA | 90230 | N/A | PC | TO SUPPORT THE BIG HEARTS OF SUMMER FUNDRAISER WHICH STRIVES TO MAKE A DIFFERENCE IN THE LIVES OF AT-RISK CHILDREN IN THE COMMUNITY. | $10,000 | |
| AMERICAN BALLET THEATRE | ||||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | N/A | PC | TO SUPPORT EXPANDING CULTURAL DIVERSITY AND INCLUSION THROUGH BALLET, AND ARTISTIC EXPRESSION. | $45,000 | |
| ANGELS IN FUR DOG RESCUE | ||||||||
| 18039 CHATSWORTH STREET | GRANADA HILLS | CA | 91344 | N/A | PC | TO SUPPORT THIS DOG RESCUE ORGANIZATION DEDICATED TO RESCUING, REHABILITATING, AND RESTORING DOGS TO LOVING HOMES. | $10,000 | |
| ANIMAL SHELTER OF WOOD RIVER VALLEY DBA MOUNTAIN HUMANE | ||||||||
| 100 CROY CREEK ROAD | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT THE IMPROVEMENT OF THE QUALITY OF LIFE IN OUR COMMUNITY BY CONNECTING ANIMALS AND PEOPLE. | $5,000 | |
| ASPCA | ||||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | N/A | PC | TO SUPPORT SAVING ANIMALS IN THE LOS ANGELES AREA. | $25,000 | |
| ASPEN HIGHER LEARNING FLIGHT ACADEMY INC | ||||||||
| 230 MILL STREET | ASPEN | CO | 81611 | N/A | PC | TO SUPPORT THE ACADEMY WHICH EMPOWERS YOUTH AND ADULTS TO LEARN ABOUT THE JOYS AND RESPONSIBILITIES OF FLYING BY PROVIDING STUDENTS WITH CLASSROOM AND FLIGHT TRAINING NEEDED TO PILOT AN AIRCRAFT. | $7,500 | |
| ASPEN VALLEY HOSPITAL FOUNDATION | ||||||||
| 0401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | N/A | PC | TO SUPPORT PHILANTHROPIC EFFORTS FOR THE ASPEN VALLEY HOSPITAL. | $50,000 | |
| ASPEN VALLEY SKI & SNOWBOARD CLUB | ||||||||
| 300 AVSC DRIVE | ASPEN | CO | 81611 | N/A | PC | TO SUPPORT THE ORGANIZATION WHICH PROVIDES INSTRUCTION AND PROGRAMS FOR YOUTH IN THE ASPEN VALLEY. | $50,000 | |
| BALLET SUN VALLEY INC | ||||||||
| PO BOX 555 | SUN VALLEY | ID | 83353 | N/A | PC | TO SUPPORT BALLET SUN VALLEY, A NON-PROFIT ORGANIZATION DEDICATED TO BRINGING THE WORLD'S MOST CELEBRATED BALLET COMPANIES AND DANCERS TO THE SUN VALLEY AREA. ITS MISSION IS TO ENSURE THAT INTERNATIONAL BALLET IS AN ANNUAL ADDITION TO THE RICH CULTURAL OFFERINGS OF THIS SPECIAL COMMUNITY. | $5,000 | |
| BOYS AND GIRLS CLUB OF FRESNO COUNTY | ||||||||
| 540 NORTH AUGUSTA | FRESNO | CA | 93701 | N/A | PC | SUPPORT THIS PROGRAM TO ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. | $150,000 | |
| THE BOYS CLUB OF NEW YORK | ||||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | N/A | PC | TO SUPPORT EMPOWERING YOUNG MEN THROUGH PROGRAMS AND SUPPORT. | $10,000 | |
| BROWN UNIVERSITY | ||||||||
| 164 ANGELL STREET | PROVIDENCE | RI | 02906 | N/A | PC | TO SUPPORT THE ANNUAL FUND WHICH SERVES THE COMMUNITY, THE NATION, AND THE WORLD BY DISCOVERING, COMMUNICATING, AND PRESERVING KNOWLEDGE AND UNDERSTANDING. | $300,000 | |
| BROWN UNIVERSITY | ||||||||
| 164 ANGELL STREET | PROVIDENCE | RI | 02906 | N/A | PC | TO SUPPORT THE ANNUAL FUND WHICH SERVES THE COMMUNITY, THE NATION, AND THE WORLD BY DISCOVERING, COMMUNICATING, AND PRESERVING KNOWLEDGE AND UNDERSTANDING. | $150,000 | |
| CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION | ||||||||
| PO BOX 479 | SALINAS | CA | 939020479 | N/A | PC | TO SUPPORT THE FOUNDATION COMMITTED TO LEADERSHIP TRAINING AND TRANSFORMATIONAL LEARNING EXPERIENCES WITH FOUR CALIFORNIA UNIVERSITIES: CAL POLY, SAN LUIS OBISPO; CAL POLY, POMONA; CAL STATE UNIVERSITY, FRESNO; THE UNIVERSITY OF CALIFORNIA, DAVIS. | $200,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 EAST CALIFORNIA BOULEVARD MC | PASADENA | CA | 91125 | N/A | PC | TO SUPPORT THE ENGINEERING AND APPLIED SCIENCE PROGRAMS. | $1,000,000 | 204-31 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 EAST CALIFORNIA BOULEVARD MC | PASADENA | CA | 91125 | N/A | PC | TO SUPPORT THE ENGINEERING AND APPLIED SCIENCE PROGRAMS. | $50,000 | 204-31 |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | ||||||||
| 1 GRAND AVENUE | SAN LUIS OBISPO | CA | 934070443 | N/A | PC | TO SUPPORT CAL POLY STATE FOUNDATION, IN THEIR EFFORTS TO RAISE PRIVATE FUNDS, FOR THE ENDOWMENT OF PROGRAMS OFFERED AT THE INSTITUTION, AND CONTINUED SUPPORT OF THE STUDENT BODY. | $100,000 | |
| CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION | ||||||||
| 5010 NORTH WOODROW AVENUE MS WC142 | FRESNO | CA | 93740 | N/A | PC | TO SUPPORT THE SCHOOL AND ITS PROGRAMS WHICH PROVIDE SUPPORT TO THE DIVERSE STUDENT BODY AND ITS FACULTY, AND BRING INNOVATION AND ADVANCEMENT TO THE CENTRAL VALLEY. | $30,000 | CALIFORNIA STATE UNIVERSITY |
| CENTER THEATRE GROUP OF LOS ANGELES | ||||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT THE ARTS EDUCATION PROGRAM WHICH PROVIDES ENRICHMENT THROUGH THE EXPRESSION OF DANCE. | $10,000 | |
| CENTER THEATRE GROUP OF LOS ANGELES | ||||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT THE ARTS EDUCATION PROGRAM WHICH PROVIDES ENRICHMENT THROUGH THE EXPRESSION OF DANCE. | $20,000 | |
| CHILDREN AND FAMILY RESOURCE SERVICES | ||||||||
| 3970 LA COLINA ROAD SUITE 2 | SANTA BARBARA | CA | 93110 | N/A | PC | TO SUPPORT THE WELCOME EVERY BABY FAMILY CONNECTS PROGRAM WHICH PROVIDES FAMILIES WITH AT HOME NURSE SERVICES IN SANTA BARBARA COUNTY. | $20,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES - INSTITUTE OF NURSING & INTERPROFESSIONAL | ||||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | N/A | PC | TO SUPPORT PHYSICIANS AND SCIENTISTS' RESEARCH INTO DISEASES & DISORDERS PRIMARILY AFFECTING CHILDREN. | $50,000 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | N/A | PC | TO SUPPORT UNDERPRIVILEGED FAMILIES IN LOS ANGELES, IN COMMUNITIES WITH DIMINISHED OPPORTUNITIES. | $75,000 | |
| THE CHURCH OF BETHESDA-BY-THE-SEA | ||||||||
| 141 SOUTH COUNTY ROAD | PALM BEACH | FL | 33480 | N/A | PC | TO SUPPORT EXPERIENCING THE PRESENCE OF GOD THROUGH CHRIST'S TEACHINGS; THROUGH SERVICE, MINISTRY, AND EDUCATION. | $10,000 | |
| CITY YEAR LOS ANGELES | ||||||||
| 606 SOUTH OLIVE STREET 2ND FLOOR | LOS ANGELES | CA | 90014 | N/A | PC | TO SUPPORT CITY YEAR MEMBERS WHO PROVIDE TUTORING, ASSISTANCE, AND SUPPORT TO THE STUDENTS OF THE LOS ANGELES SCHOOLS. | $50,000 | |
| CLASSICAL CALIFORNIA KUSC - USC | ||||||||
| 1149 SOUTH HILL STREET SUITE H100 | LOS ANGELES | CA | 90015 | N/A | PC | TO SUPPORT COMMUNITY ENGAGEMENT AND TALENT TRAINING INITIATIVES IN PUBLIC SCHOOL CHILDREN, WHO WOULDN'T OTHERWISE BE EXPOSED TO THE CLASSICAL MUSICAL ARTFORM. | $10,000 | |
| THE COLLEAGUES | ||||||||
| 3312 PICO BOULEVARD | SANTA MONICA | CA | 90405 | N/A | PC | TO SUPPORT OF THE CHILDREN'S INSTITUTE INC. AND THE PROGRAMS THEY PROVIDE TO NEEDY FAMILIES. | $25,000 | |
| THE COLLEAGUES | ||||||||
| 3312 PICO BOULEVARD | SANTA MONICA | CA | 90405 | N/A | PC | TO SUPPORT OF THE CHILDREN'S INSTITUTE INC. AND THE PROGRAMS THEY PROVIDE TO NEEDY FAMILIES. | $25,000 | |
| COVENANT HOUSE | ||||||||
| 5 PENN PLAZA 3RD FLOOR | NEW YORK | NY | 10001 | N/A | PC | TO SUPPORT PROGRAMS PROVIDING TRAINING AND EDUCATION, AND PREVENTION OF HUMAN TRAFFICKING TO HOMELESS YOUTH AND YOUNG HOMELESS FAMILIES. | $10,000 | |
| CRANE COUNTRY DAY SCHOOL | ||||||||
| 1795 SAN LEANDRO LANE | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT THE SCHOOL'S PROGRAMS WHICH PROVIDE EXCELLENCE IN EDUCATION. | $50,000 | |
| CURTIS SCHOOL | ||||||||
| 15871 MULHOLLAND DRIVE | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT THE DEVELOPMENT OF A SOUND MIND, SOUND BODY, AND A COMPASSIONATE HEART IN EVERY CHILD. | $20,000 | |
| DANCE HEARTS | ||||||||
| 12750 CARMEL COUNTRY ROAD SUITE 103 | SAN DIEGO | CA | 92130 | N/A | PC | TO SUPPORT THE BELLS OF FREEDOM PROGRAM WHICH PROVIDES SUPPORT TO THE MILITARY PERSONNEL AND THEIR FAMILIES, BOTH FINANCIALLY AND EMOTIONALLY. | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | TO SUPPORT PROVIDING MEDICAL AID WHERE IT'S NEEDED MOST INDEPENDENT, NEUTRAL, IMPARTIAL. | $25,000 | |
| DOGS TRUST USA INC | ||||||||
| 1350 AVENUE OF THE AMERICAS FLOOR 2 | NEW YORK | NY | 10019 | N/A | PC | TO HELP AS MANY DOGS AS POSSIBLE IN THE UNITED STATES TO FIND LOVING HOMES, AND TO LIVE HAPPY AND HEALTHY LIVES. | $25,000 | |
| DOHENY EYE INSTITUTE | ||||||||
| 1450 SAN PABLO STREET | LOS ANGELES | CA | 90033 | N/A | PC | TO SUPPORT THE ADVANCEMENT AND RESEARCH INTO THE CURE OF EYE DISEASE. | $25,000 | |
| DOLORES MISSION | ||||||||
| 170 SOUTH GLESS STREET | LOS ANGELES | CA | 90033 | N/A | PC | TO SUPPORT SERVICES WHICH HELPS PARISHIONERS, STUDENTS, AND ITS COMMUNITY TO PROVIDE SAFETY, SUPPORT, QUALITY EDUCATION, AND HOPE. | $30,000 | |
| ECHOES OF HOPE | ||||||||
| 300 NORTH CONTINENTAL BOULEVARD | EL SEGUNDO | CA | 90245 | N/A | PC | TO SUPPORT THE AID OF CHILDREN, TEENS, AND AT RISK YOUTH. | $5,000 | SUITE 622 |
| ELTON JOHN AIDS FOUNDATION INC | ||||||||
| 584 BROADWAY RM 906 | NEW YORK | NY | 10012 | N/A | PC | TO SUPPORT THEIR MISSION TO BE A POWERFUL FORCE TO END THE AIDS PANDEMIC WORLDWIDE. | $25,000 | |
| EQUINE ADVOCATES INC | ||||||||
| 3212 STATE ROUTE 66 | VALATIE | NY | 12184 | N/A | PC | TO SUPPORT THE RESCUE, PROTECTION, AND PREVENTION OF THE ABUSE OF HORSES. | $100,000 | |
| EQUINE ADVOCATES INC | ||||||||
| 3212 STATE ROUTE 66 | VALATIE | NY | 12185 | N/A | PC | TO SUPPORT THE RESCUE, PROTECTION, AND PREVENTION OF THE ABUSE OF HORSES. | $10,000 | |
| EQUUS FOUNDATION INC | ||||||||
| 168 LONG LOTS ROAD | WESTPORT | CT | 06880 | N/A | PC | TO SUPPORT PROTECTING AMERICA'S HORSES FROM PERIL. | $50,000 | |
| FARMLINK PROJECT | ||||||||
| 325 ARNO WAY | PACIFIC PALISADES | CA | 90272 | N/A | PC | TO SUPPORT THE AID IN THE TRANSPORTATION OF FOOD TO THOSE IN NEED. | $25,000 | |
| FARMLINK PROJECT | ||||||||
| 325 ARNO WAY | PACIFIC PALISADES | CA | 90272 | N/A | PC | TO SUPPORT THE AID IN THE TRANSPORTATION OF FOOD TO THOSE IN NEED. | $20,000 | |
| FIRST AMERICANS MUSEUM OKLAHOMA - AMERICAN INDIAN CULTURAL CENTER FOUNDATIO | ||||||||
| 659 FIRST AMERICANS BOULEVARD | OKLAHOMA CITY | OK | 731296142 | N/A | PC | TO SUPPORT PROMOTING AWARENESS AND EDUCATION OF THE BROADER PUBLIC ABOUT THE UNIQUE CULTURES, DIVERSITY, HISTORY, CONTRIBUTIONS, AND RESILIENCE OF THE FIRST AMERICAN NATIONS IN OKLAHOMA TODAY. | $10,000 | |
| FOODBANK OF SANTA BARBARA COUNTY | ||||||||
| 1525 STATE STREET SUITE 100 | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT TRANSFORMING THE HEALTH OF SANTA BARBARA COUNTY THROUGH FRESH PRODUCE AND ESSENTIAL FOODS, NUTRITION KNOWLEDGE, AND EDUCATION FOR CHILDREN, FAMILIES AND SENIORS. | $30,000 | |
| FOUR WINDS INC | ||||||||
| 286 FOUR WINDS ROAD | DEER HARBOR | WA | 98243 | N/A | PC | TO SUPPORT PROVIDING HEALTH AND MENTAL HEALTH CARE SERVICES FOR CHILDREN, ADOLESCENTS, AND ADULTS. | $25,000 | |
| FRIENDLY FRIDGE FOUNDATION INC | ||||||||
| 6065 BROADWAY APARTMENT 1F | BRONX | NY | 10471 | N/A | PC | TO SUPPORT THE FIRST COMMUNITY FRIDGE IN THE BRONX, WHICH RESCUES AND REDIRECTS FOOD INTO THE COMMUNITY THROUGH OUTREACH AND ACTION, AND HELPS FAMILIES THAT SUFFER FOOD INSECURITY. | $15,000 | |
| GANNA WALSKA LOTUSLAND | ||||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT THE GARDEN'S PHILOSOPHIES REGARDING ECOLOGY AND PROMOTING THE HEALTH OF THE INDIVIDUAL PLANTS AND THE BOTANIC GARDEN AS A WHOLE. | $50,000 | |
| GEORGE W BUSH FOUNDATION | ||||||||
| PO BOX 600610 | DALLAS | TX | 75206 | N/A | PC | TO SUPPORT WELCOMING ALL VISITORS WITH OPEN ARMS THROUGH ENGAGEMENT AND ADVANCING POLICY. | $1,000,000 | |
| GIRL SCOUTS OF CENTRAL CALIFORNIA SOUTH | ||||||||
| 1377 WEST SHAW AVENUE | FRESNO | CA | 93711 | N/A | PC | TO SUPPORT THE ORGANIZATION WHICH STRIVES TO BUILD GIRLS OF COURAGE, CONFIDENCE, AND CHARACTER, WHO MAKE THE WORLD A BETTER PLACE. | $20,000 | |
| GLOBAL STRAYS INC | ||||||||
| 26 HILL STREET 112 | SOUTHAMPTON | NY | 11968 | N/A | PC | TO HELP REDUCE THE SUFFERING OF ANIMALS IN IMPOVERISHED REGIONS OF LATIN AMERICA. | $50,000 | |
| GUARDIAN ANGELS MEDICAL SERVICE DOGS INC | ||||||||
| 3251 NE 180TH AVENUE | WILLISTON | FL | 32696 | N/A | PC | TO SUPPORT RAISING, TRAINING, AND DONATING MEDICAL SERVICE DOGS TO INDIVIDUALS, SO THEY MAY LEAD MORE INDEPENDENT LIVES. | $1,000 | |
| HARVARD-WESTLAKE SCHOOL | ||||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | N/A | PC | TO SUPPORT PROVIDING A USEFUL AND DIVERSE SCHOOL COMMUNITY, UNITED BY THE JOYFUL PURSUIT OF EDUCATION. | $30,000 | |
| HARVARD-WESTLAKE SCHOOL | ||||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | N/A | PC | SECOND OF FOUR ANNUAL INSTALLMENTS TOWARDS A $20 MILLION PLEDGE. | $5,000,000 | |
| HIGHER GROUND LOS ANGELES | ||||||||
| BOB HOPE PATRIOTIC HALL 4TH FLOOR | LOS ANGELES | CA | 90015 | N/A | PC | TO SUPPORT ENRICHING THE LIVES OF PEOPLE WITH DISABILITIES THROUGH RECREATION, SUPPORT, AND THERAPY. | $25,000 | 1816 SOUTH FIGUEROA STREET |
| HIGHER GROUND LOS ANGELES | ||||||||
| BOB HOPE PATRIOTIC HALL 4TH FLOOR | LOS ANGELES | CA | 90015 | N/A | PC | TO SUPPORT ENRICHING THE LIVES OF PEOPLE WITH DISABILITIES THROUGH RECREATION, SUPPORT, AND THERAPY. | $50,000 | 1816 SOUTH FIGUEROA STREET |
| HIGHER GROUND SUN VALLEY | ||||||||
| 520 SOUTH GRAND AVENUE SUITE 370 | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT ENRICHING THE LIVES OF PEOPLE WITH DISABILITIES THROUGH SPORTS AND RECREATION. | $65,000 | |
| HILLSIDES | ||||||||
| 815 COLORADO BOULEVARD SUITE 300 | PASADENA | CA | 90041 | N/A | PC | TO SUPPORT THE NEW CHILDREN'S SWIMMING POOL COMPLEX AND RELATED RECREATIONAL SPORTS PROGRAMS. | $150,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT PROVIDING WORK AND RESOURCES TO PREVIOUSLY INCARCERATED PEOPLE, SO THEY MAY LIVE PRODUCTIVE LIVES. | $25,000 | |
| HOMES FOR VETERANS | ||||||||
| 105 HIGHLAND AVENUE | HARRINGTON PARK | NJ | 07640 | N/A | PC | TO SUPPORT PROVIDING HOMES FOR VETERANS. | $2,000 | |
| THE HONOR FOUNDATION | ||||||||
| 11056 ROSELLE STREET SUITE 120 | SAN DIEGO | CA | 92121 | N/A | PC | TO SUPPORT SPECIAL FORCES IN TRANSITIONING INTO DIFFERENT USEFUL POSITIONS. | $7,500 | |
| THE HONOR FOUNDATION | ||||||||
| 11056 ROSELLE STREET SUITE 120 | SAN DIEGO | CA | 92121 | N/A | PC | TO SUPPORT SPECIAL FORCES IN TRANSITIONING INTO DIFFERENT USEFUL POSITIONS. | $10,000 | |
| HOSPICE AND PALLIATIVE CARE OF THE WOOD RIVER VALLEY INC | ||||||||
| PO BOX 4320 | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT PROVIDING EXCELLENCE IN SERIOUS ILLNESS AND END-OF-LIFE CARE, BEREAVEMENT SERVICES, AND SUPPORT AND EDUCATION FOR PATIENTS, FAMILIES, AND CAREGIVERS. | $5,000 | |
| THE HUNTINGTON LIBRARY | ||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | N/A | PC | TO SUPPORT THE LIBRARY, ART COLLECTION, AND BOTANICAL GARDENS COLLECTIONS-BASED RESEARCH AND EDUCATIONAL INSTITUTION. | $25,000 | |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | ||||||||
| 686 SOUTH FAIR OAKS AVENUE | PASADENA | CA | 91105 | N/A | PC | TO SUPPORT IMPROVING LIVES THROUGH PATIENT-FOCUSED SCIENTIFIC RESEARCH. | $50,000 | |
| HUNTINGTON MEMORIAL HOSPITAL | ||||||||
| 100 WEST CALIFORNIA BOULEVARD PO | PASADENA | CA | 91109 | N/A | PC | TO SUPPORT THIS ORGANIZATION'S INTERNAL MEDICINE RESIDENCY PROGRAM WHICH TRAINS POSTGRADUATE STUDENTS. | $25,000 | BOX 7013 |
| IRONDOG K9 INTERNATIONAL INC | ||||||||
| 110 RIVERBEND DRIVE | MCDONOUGH | GA | 30252 | N/A | PC | TO PROVIDE BULLET PROOF VESTS FOR K9 OFFICERS. | $5,000 | |
| JERICHO ROAD PASADENA INC | ||||||||
| 75 SOUTH GRAND AVENUE | PASADENA | CA | 911051602 | N/A | PC | TO SUPPORT MATCHING TALENTS OF VOLUNTEERS WITH NEEDS OF COMMUNITY BASED NON-PROFITS. | $5,000 | |
| JOHN THOMAS DYE SCHOOL | ||||||||
| 11414 CHALON ROAD | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT THE ENCOURAGEMENT OF STUDENTS' COMMITMENT TO DIVERSITY AND INCLUSION. | $20,000 | |
| JOYFUL HEART FOUNDATION | ||||||||
| 370 7TH AVENUE 161 | BROOKLYN | NY | 11215 | N/A | PC | THE SUPPORT THE VISION OF THE JOYFUL HEART FOUNDATION; A WORLD FREE OF SEXUAL ASSAULT, DOMESTIC VIOLENCE, AND CHILD ABUSE. | $50,000 | |
| KETCHUMSUN VALLEY VOLUNTEER ASSOCIATES INC | ||||||||
| PO BOX 966 | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE PROGRAM WHICH PROVIDES TRAINING AND EQUIPMENT TO FIREFIGHTERS WHO SERVE OUR COMMUNITY. | $5,000 | |
| KETCHUMSUN VALLEY VOLUNTEER FIREFIGHTERS | ||||||||
| PO BOX 966 | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE PROGRAM WHICH PROVIDES TRAINING AND EQUIPMENT TO FIREFIGHTERS WHO SERVE OUR COMMUNITY. | $5,000 | |
| KIPPLA SCHOOLS | ||||||||
| 4800 EAST CESAR CHAVEZ AVENUE | LOS ANGELES | CA | 90022 | N/A | PC | TO SUPPORT THE PROGRAM TO TEACH ACADEMIC SKILLS, FOSTER THE INTELLECTUAL HABITS AND CHARACTER TRAITS OF THESE STUDENTS TO SUCCEED. | $75,000 | |
| LAS MADRINAS | ||||||||
| DEPARTMENT 6778 | LOS ANGELES | CA | 90084 | N/A | PC | TO SUPPORT THE PHILANTHROPIC ORGANIZATION DEDICATED TO A TRADITION OF SUPPORTING PEDIATRIC CARE AND RESEARCH AT CHILDREN'S HOSPITAL LOS ANGELES. | $10,000 | |
| LAS MADRINAS | ||||||||
| DEPARTMENT 6778 | LOS ANGELES | CA | 90084 | N/A | PC | TO SUPPORT THE PHILANTHROPIC ORGANIZATION DEDICATED TO A TRADITION OF SUPPORTING PEDIATRIC CARE AND RESEARCH AT CHILDREN'S HOSPITAL LOS ANGELES. | $12,000 | |
| THE LEADERSHIP INSTITUTE | ||||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | N/A | PC | TO SUPPORT THE SCHOOL BOARD CAMPAIGN TRAINING PROGRAM. | $5,000 | |
| THE LIBRARY FOUNDATION OF LOS ANGELES | ||||||||
| 630 WEST FIFTH STREET | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT THE ADVANCEMENT OF LITERACY AND FOSTERING STUDENT SUCCESS. | $10,000 | |
| LIONS TIGERS & BEARS | ||||||||
| 24402 MARTIN WAY | ALPINE | CA | 91901 | N/A | PC | TO SUPPORT THE PROGRAM WHICH RESCUES AND PROVIDES A LIFETIME HOME TO EXOTIC ANIMALS THAT HAVE BEEN ABUSED AND NEGLECTED. | $2,500 | |
| LITERACY PARTNERS | ||||||||
| 75 MAIDEN LANE SUITE 1102 | NEW YORK | NY | 10038 | N/A | PC | TO SUPPORT LITERACY IN YOUTH. | $10,000 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| 1875 CENTURY PARK EAST SUITE 200 | LOS ANGELES | CA | 90067 | N/A | PC | TO SUPPORT THE LA CITY FIRE DEPARTMENT EQUIPMENT AND TRAINING PROGRAMS. | $10,000 | |
| LOS ANGELES OPERA | ||||||||
| 135 NORTH GRAND AVENUE SUITE 327 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT BRINGING WORLD CLASS OPERA TO THE STAGE. | $25,000 | |
| LOS ANGELES OPERA | ||||||||
| 135 NORTH GRAND AVENUE SUITE 327 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT BRINGING WORLD CLASS OPERA TO THE STAGE. | $50,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | N/A | PC | THIRD OF THREE ANNUAL INSTALLMENTS TOWARDS A $2.5 MILLION PLEDGE. | $900,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT LA PHIL ORCHESTRA IN LEADING THE WAY WITH GROUND-BREAKING PROGRAMMING, BOTH ON STAGE AND IN THE COMMUNITY. | $10,000 | |
| LOS ANGELES POLICE FOUNDATION | ||||||||
| 515 SOUTH FLOWER STREET SUITE 1680 | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT LAPD TOWARDS OBTAINING AND MAINTAINING ESSENTIAL EQUIPMENT AND STATE OF THE ART TECHNOLOGY, SPECIALIZED TRAINING, AND TO PROVIDE INNOVATIVE PROGRAMS TO OFFICERS SO THEY MAY BETTER SERVE THE COMMUNITY. | $1,000,000 | |
| MAKE-A-WISH FOUNDATION OF SACRAMENTO & NORTHEAST CA | ||||||||
| 351 WEST CROMWELL AVENUE SUITE | FRESNO | CA | 93711 | N/A | PC | TO SUPPORT THE GALA OF WISHES WHICH PROVIDES STRENGTH, HOPE, AND TRANSFORMATION FOR CHILDREN WITH CRITICAL ILLNESSES. | $15,000 | 112-A |
| MARLBOROUGH SCHOOL | ||||||||
| 250 SOUTH ROSSMORE AVENUE | LOS ANGELES | CA | 90004 | N/A | PC | TO SUPPORT THE SCHOOL FOR GIRLS TO DELIVER A SUPERIOR COLLEGE PREPARATORY EDUCATION IN AN ENVIRONMENT WITH HIGH ETHICAL VALUES, DIVERSITY, AND EXCEPTIONAL EDUCATION. | $30,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | N/A | PC | TO SUPPORT ADVANCEMENTS IN PSYCHIATRIC CARE. | $10,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SOUTH WEST | ROCHESTER | MN | 55905 | N/A | PC | TO SUPPORT THE MAYO NEPHROLOGY COLLABORATIVE GROUP FOR RESEARCH IN RENAL PARENCHYMAL DISEASES. | $49,000 | |
| MEEKER COUNTY MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 612 SOUTH SIBLEY AVENUE | LITCHFIELD | MN | 55355 | N/A | PC | TO SUPPORT THE ONCOLOGY DEPARTMENT THROUGH THE GREAT NEEDS PROGRAM. | $20,000 | |
| MISSION K9 RESCUE | ||||||||
| 10902 BRITOAK LANE | HOUSTON | TX | 77079 | N/A | PC | TO SUPPORT RESCUING AND REHOMING UNWANTED DOGS. | $20,000 | |
| MOUNTAIN HUMANE | ||||||||
| 101 CROY CREEK ROAD | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT HELPING ABUSED AND HOMELESS ANIMALS. | $25,000 | |
| MOUNTAIN HUMANE | ||||||||
| 101 CROY CREEK ROAD | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT HELPING ABUSED AND HOMELESS ANIMALS. | $13,000 | |
| MUSEIQUE | ||||||||
| 101 CROY CREEK ROAD | PASADENA | CA | 91101 | N/A | PC | TO SUPPORT CREATING CURATED LIVE MUSIC EVENTS AND OUTREACH PROGRAMS, AIMED AT INSPIRING THE CREATIVE SPIRIT. | $10,000 | |
| NANTUCKET HISTORICAL ASSOCIATION | ||||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | N/A | PC | TO SUPPORT THE PRESERVATION OF THE HISTORY OF NANTUCKET. | $10,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 116 FIRST AVENUE NORTH | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT THE CONSERVATION AND PRESERVATION OF NATURAL WATER AND LANDS CRITICAL TO THE WILDLIFE IN IDAHO. | $5,000 | |
| NEIGHBORHOOD YOUTH ASSOCIATION | ||||||||
| 1016 PLEASANT VIEW AVENUE | VENICE | CA | 90291 | N/A | PC | TO SUPPORT EMPOWERING ALL STUDENTS TO ACHIEVE 100 PERCENT COLLEGE ADMISSION AND ON-TIME HIGH SCHOOL GRADUATION. | $25,000 | |
| NEWPORT HARBOR EDUCATIONAL FOUNDATION | ||||||||
| 600 IRVINE AVENUE | NEWPORT BEACH | CA | 92663 | N/A | PC | TO SUPPORT PROMOTING ACADEMIC EXCELLENCE. | $25,000 | |
| NOEL SHOE MUSEUM | ||||||||
| 158 EAST 64TH STREET | NEW YORK | NY | 10065 | N/A | PC | TO SUPPORT THE MISSION OF THE NOEL SHOE MUSEUM WHICH IS TO LEARN ABOUT THE CULTURE OF MAN THROUGH THE EVOLUTION OF THE SHOE, TO FURTHER THE EDUCATION ON AND PRESERVATION OF FOOTWEAR, TO CELEBRATE THE CREATIVITY AND IMAGINATION OF SHOES THROUGH EXHIBITIONS WHICH SHOWCASE THE BEST COLLABORATIONS IN FASHION, DESIGN, ART, AND THE CULTURE OF FOOTWEAR. | $5,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | N/A | PC | TO SUPPORT THIS NATIONAL NONPROFIT LEGAL ORGANIZATION THAT DEFENDS AMERICANS FROM GOVERNMENT OVERREACH AND ABUSE. | $300,000 | |
| PAWS FOR PURPLE HEARTS | ||||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | N/A | PC | TO SUPPORT CANINE-ASSISTED WARRIOR THERAPY WHICH HELPS VETERANS WHILE THEY RECEIVE MUCH NEEDED CANINE-ASSISTED THERAPY FOR TRAUMA RELATED CONDITIONS, SUCH AS PTSD AND TBI. | $1,000 | |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE | ||||||||
| 3200 NORTH MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | N/A | PC | TO SUPPORT CREATING A COMMUNITY WHERE ONE-HUNDRED PERCENT OF THE ADOPTABLE ANIMALS FIND LOVING HOMES, WITH A GOAL OF NO ANIMALS BEING EUTHANIZED. | $50,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | N/A | PC | TO SUPPORT SERVICES PERTAINING TO WOMEN'S REPRODUCTIVE HEALTH AND MAKE EDUCATIONAL INFORMATION AVAILABLE TO WOMEN, REGARDLESS OF FINANCIAL STATUS. | $25,000 | |
| POLYTECHNIC SCHOOL | ||||||||
| 1030 EAST CALIFORNIA BOULEVARD | PASADENA | CA | 91106 | N/A | PC | TO SUPPORT THE ANNUAL GIVING CAMPAIGN, THE POLY FUND, WHICH PROVIDES ESSENTIAL REVENUE TO THE SCHOOL FOR SCHOLARSHIPS. | $20,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BOULEVARD 552 | SHERMAN OAKS | CA | 91403 | N/A | PC | TO SUPPORT CREATING A MORE RATIONAL AMERICA THROUGH DIGITAL MEDIA. | $20,000 | |
| PREP FOR PREP | ||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 100233502 | N/A | PC | TO SUPPORT THE DEVELOPMENT OF FUTURE ETHICAL AND EFFECTIVE LEADERS THAT REFLECT OUR DIVERSE SOCIETY. | $10,000 | |
| PRESBYTERIAN SCHOOL | ||||||||
| 40 OAKDALE STREET | HOUSTON | TX | 77006 | N/A | PC | TO SUPPORT THE SCHOOL'S SECURITY PROGRAM. | $25,000 | |
| PRISON FELLOWSHIP | ||||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | N/A | PC | TO SUPPORT THE RESTORATION OF THOSE AFFECTED BY CRIME AND INCARCERATION. | $10,000 | |
| PROJECT K9 HERO | ||||||||
| 535 GRISWOLD STREET SUITE 111-105 | DETROIT | MI | 48336 | N/A | PC | TO ENSURE THE BEST QUALITY OF LIFE FOR OUR NATION'S RETIRED MILITARY AND POLICE WORKING DOGS BY HELPING WITH MEDICAL COSTS, FOOD, AND END OF DUTY SERVICES. | $5,000 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BOULEVARD 410 | SANTA MONICA | CA | 90403 | N/A | PC | TO SUPPORT THE FOUNDATION WHICH PROVIDES STATE OF THE ART CARE FOR VICTIMS OF SEXUAL ASSAULT AND ABUSE VICTIMS, INCLUDING CHILDREN AND ADULTS, 24 HOURS A DAY. | $5,000 | |
| REINING HORSE FOUNDATION | ||||||||
| 3021 WEST RENO AVENUE | OKLAHOMA CITY | OK | 73107 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH CARES FOR THE REINING COMMUNITY AND HONORING THE SPORT'S LEGACY. | $10,000 | |
| THE RONALD REAGAN PRESIDENTIAL FOUNDATION | ||||||||
| 40 PRESIDENTIAL DRIVE SUITE 200 | SIMI VALLEY | CA | 93065 | N/A | PC | TO SUPPORT THE NANCY REAGAN EDUCATION PROJECT. | $500,000 | |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||||
| 2559 PUESTA DEL SOL ROAD | SANTA BARBARA | CA | 931052936 | N/A | PC | TO SUPPORT THIS MUSEUM OF NATURAL HISTORY WHICH ENCOURAGES DISCOVERY, SUSTAINABILITY, AND CONNECTS COMMUNITIES. | $50,000 | |
| SANTA CRUZ ISLAND FOUNDATION | ||||||||
| 5045 WULLBRANDT WAY | CARPINTERIA | CA | 93013 | N/A | PC | TO SUPPORT THE PRESERVATION OF THE HISTORY OF THE CALIFORNIA CHANNEL ISLANDS AND TO MAINTAIN AND DISPLAY ITEMS OF SIGNIFICANCE FOR THE PUBLIC BENEFIT, IN CONJUNCTION WITH THE NATURE CONSERVANCY AND THE NATIONAL PARK SYSTEM. | $50,000 | |
| SECOND CHANCE ANIMAL SHELTER OF SELMA | ||||||||
| 2831 WEST FRONT STREET | SELMA | CA | 93662 | N/A | PC | TO SUPPORT HELPING ABUSED AND HOMELESS ANIMALS. | $10,000 | |
| SHORE COUNTRY DAY SCHOOL | ||||||||
| 545 CABOT STREET | BEVERLY | MA | 01915 | N/A | PC | TO SUPPORT THE SCHOOL'S SCIENCE & ART INTEGRATED LEARNING PROGRAM. | $25,000 | |
| SOUTHAMPTON ASSOCIATION INC | ||||||||
| PO BOX 641 | SOUTHAMPTON | NY | 119690641 | N/A | PC | TO SUPPORT THE PROGRAM WHICH PROVIDES SCHOLARSHIPS TO LOCAL STUDENTS WHO WILL BE ATTENDING COLLEGE. | $5,000 | |
| SOUTHERN CALIFORNIA LABRADOR RETRIEVER RESCUE | ||||||||
| 24325 CRENSHAW BOULEVARD 137 | TORRANCE | CA | 90505 | N/A | PC | TO SUPPORT THE REHOMING AND RESCUE OF LABRADOR RETRIEVERS IN AND THROUGHOUT SOUTHERN CALIFORNIA. | $5,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO - KPCC | ||||||||
| PO BOX 93845 | PASADENA | CA | 911093485 | N/A | PC | TO SUPPORT IN-DEPTH JOURNALISM REGARDING VETERANS AND MILITARY ISSUES. | $10,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||
| 100 HOSPITAL DRIVE | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE ADVANCEMENT OF INNOVATIVE PROGRAMS AND SERVICES TO IMPROVE THE HEALTH CARE OF THOSE SERVED BY THE ST. LUKES WOOD RIVER MEDICAL CENTER. | $25,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||
| 100 HOSPITAL DRIVE | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE ADVANCEMENT OF INNOVATIVE PROGRAMS AND SERVICES TO IMPROVE THE HEALTH CARE OF THOSE SERVED BY THE ST. LUKES WOOD RIVER MEDICAL CENTER. | $10,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||
| 100 HOSPITAL DRIVE | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE ADVANCEMENT OF INNOVATIVE PROGRAMS AND SERVICES TO IMPROVE THE HEALTH CARE OF THOSE SERVED BY THE ST. LUKES WOOD RIVER MEDICAL CENTER. | $10,000 | |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| PO BOX 1070 - 201 SUN VALLEY ROAD | SUN VALLEY | ID | 83353 | N/A | PC | TO SUPPORT THE PARISHIONERS OF THE SURROUNDING COMMUNITY. | $5,000 | |
| STAND TOGETHER TRUST (AKA THE SEMINAR NETWORK TRUST) | ||||||||
| 1320 NORTH COURTHOUSE ROAD SUITE | ARLINGTON | VA | 22201 | N/A | PC | TO SUPPORT THE AMERICANS FOR PROSPERITY FOUNDATION WHICH PARTNERS WITH SOCIAL ENTREPRENEURS WHO HAVE A PASSION AND PERSONAL KNOWLEDGE IN THEIR SUBJECT AREA AND DEEP BELIEF IN THE DIGNITY OF ALL PEOPLE. THE FOUNDATION SEEKS OUT PARTNERS WHO SHARE ITS VISION OF AN EQUAL RIGHTS BASED SOCIETY, MUTUAL BENEFIT, OPENNESS, AND SELF-ACTUALIZATION. | $100,000 | 500 |
| STANFORD UNIVERSITY | ||||||||
| 327 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | TO SUPPORT THE PROGRAM WHICH PROVIDES EXCELLENCE IN EDUCATION. | $50,000 | |
| STANFORD UNIVERSITY (HOOVER INSTITUTION) | ||||||||
| 327 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | TO SUPPORT THE HOOVER INSTITUTION WHICH SEEKS TO IMPROVE THE HUMAN CONDITION BY ADVANCING IDEAS THAT PROMOTE ECONOMIC OPPORTUNITY AND PROSPERITY. | $10,000 | |
| SUN VALLEY SUMMER SYMPHONY DBA SUN VALLEY MUSIC FESTIVAL | ||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | TO SUPPORT ENRICHING, INSPIRING, AND INSTILLING IN THE COMMUNITY A LIFELONG LOVE OF CLASSICAL MUSIC THROUGH EXTRAORDINARY, FREE CONCERTS, AND EDUCATION PROGRAMS. | $5,000 | |
| SUN VALLEY SUMMER SYMPHONY DBA SUN VALLEY MUSIC FESTIVAL | ||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | TO SUPPORT ENRICHING, INSPIRING, AND INSTILLING IN THE COMMUNITY A LIFELONG LOVE OF CLASSICAL MUSIC THROUGH EXTRAORDINARY, FREE CONCERTS, AND EDUCATION PROGRAMS. | $10,000 | |
| SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC | ||||||||
| 114 CALYPSO LANE | BELLEVUE | ID | 83313 | N/A | PC | TO SUPPORT A SAFE ENVIRONMENT TO FIND STRENGTH AND FREEDOM THROUGH THERAPEUTIC EQUINE CONNECTIONS AT NO COST TO THE PARTICIPANTS. | $5,000 | |
| THE TEEN PROJECT | ||||||||
| PO BOX 692 | SUN VALLEY | CA | 91353 | N/A | PC | TO SUPPORT THE RESTORATION OF THE LIVES AND DREAMS OF VULNERABLE YOUNG WOMEN AND THEIR UNBORN BABIES. | $100,000 | |
| THE TEEN PROJECT | ||||||||
| PO BOX 692 | SUN VALLEY | CA | 91353 | N/A | PC | TO SUPPORT THE RESTORATION OF THE LIVES AND DREAMS OF VULNERABLE YOUNG WOMEN AND THEIR UNBORN BABIES. | $500,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE ANNUAL NUTRITION INITIATIVE. | $200,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE CHILDREN'S EDUCATION AND ALUMNI. | $25,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE WALKER BELL CHALLENGE. | $25,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE ANNUAL NUTRITION INITIATIVE. | $76,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE CHILDREN'S EDUCATION AND ALUMNI. | $50,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | THIRD OF THREE ANNUAL INSTALLMENTS TOWARDS A $2.75 MILLION PLEDGE. | $750,000 | |
| THIRD OPTION FOUNDATION | ||||||||
| 12007 SUNRISE VALLEY DRIVE SUITE | RESTON | VA | 20190 | N/A | PC | TO SUPPORT CIA FAMILIES DURING DIFFICULT TIMES AND HARDSHIPS. | $10,000 | 105 |
| THRIVE ANIMAL RESCUE | ||||||||
| 13875 OLD EL CAMINO REAL | SAN DIEGO | CA | 92130 | N/A | PC | TO SUPPORT SAVING ABANDONED DOGS FROM THE LONELINESS OF SHELTER LIFE AND PLACE THEM INTO LOVING FAMILIES AND FOREVER HOMES. | $50,000 | |
| TITA'S PLACE | ||||||||
| 16240 VALLEY RANCH ROAD | CANYON COUNTRY | CA | 91387 | N/A | PC | TO SUPPORT RESCUING, SHELTERING, AND REHABILITATING ABUSED AND NEGLECTED HORSES. | $25,000 | |
| TITA'S PLACE | ||||||||
| 16240 VALLEY RANCH ROAD | CANYON COUNTRY | CA | 91387 | N/A | PC | TO SUPPORT RESCUING, SHELTERING, AND REHABILITATING ABUSED AND NEGLECTED HORSES. | $25,000 | |
| TRANSITION HOUSE | ||||||||
| 425 EAST COTA STREET | SANTA BARBARA | CA | 93101 | N/A | PC | TO SUPPORT FINDING A LASTING SOLUTION TO HOMELESSNESS AND WELFARE DEPENDENCE FOR FAMILIES WITH CHILDREN. | $20,000 | |
| TURNING POINT USA | ||||||||
| 217 1/2 EAST ILLINOIS STREET | LEMONT | IL | 60439 | N/A | PC | TO SUPPORT IDENTIFYING, EMPOWERING, ORGANIZING, AND MOBILIZING STUDENTS TO PROMOTE THE PRINCIPLES OF FREEDOM, FREE MARKETS, AND LIMITED GOVERNMENT. | $10,000 | |
| UC REGENTS - THE UCLA FOUNDATION | ||||||||
| 100 MEDICAL PLAZA SUITE 265 | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT THE ADVANCEMENT OF INNOVATIVE RESEARCH, TRAINING, AND COMPASSIONATE CARE IN DIGESTIVE DISEASES. | $20,000 | |
| UC REGENTS - UCSB | ||||||||
| UCSB ARTS LECTURES BUILDING 402 | SANTA BARBARA | CA | 93106 | N/A | PC | TO SUPPORT THE UCSB ARTS & LECTURES DEPARTMENT. | $10,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10945 LE CONTE SUITE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT RESEARCH WITHIN THE UCLA GYNECOLOGIC ONCOLOGY DISCOVERY LABORATORY, TO PURSUE RESEARCH WITHIN THE FIELD OF WOMEN'S HEALTH. | $100,000 | |
| THE UCLA FOUNDATION | ||||||||
| LOCKBOX 7145 14005 LIVE OAK AVENUE | PASADENA | CA | 911099903 | N/A | PC | TO SUPPORT THE MATTEL CHILDREN'S HOSPITAL FUND WHICH PROVIDES STATE OF THE ART TREATMENT IN A FAMILY CENTERED ENVIRONMENT TO PROVIDE SUPPORT SERVICES FOR CHILDREN UNDERGOING TREATMENT, AND TO ALLOW ADDITIONAL TREATMENT OF THE MOST VULNERABLE CHILDREN. | $25,000 | |
| THE UCLA FOUNDATION | ||||||||
| LOCKBOX 7145 14005 LIVE OAK AVENUE | PASADENA | CA | 911099904 | N/A | PC | TO SUPPORT THE HOSPITAL AND ITS WORK AS THEY CARE FOR THE PHYSICAL AND EMOTIONAL WELL BEING OF ADULTS AND CHILDREN, AND PIONEER GROUNDBREAKING ADVANCES. | $50,000 | |
| UNITED BOYS & GIRLS CLUBS OF GREATER SANTA BARBARA COUNTY | ||||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | N/A | PC | TO SUPPORT YOUTH SERVICES FOR AT-RISK-YOUTH. | $10,000 | |
| UNITED FRIENDS OF THE CHILDREN | ||||||||
| 1055 WILSHIRE BOULEVARD SUITE 1955 | LOS ANGELES | CA | 90017 | N/A | PC | TO SUPPORT FOSTER YOUTH, INCLUDING HOUSING, EDUCATION, AND OTHER SERVICES, SO THAT THEY MAY LEAD SUCCESSFUL LIVES. | $15,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA - MARSHALL SCHOOL OF BUSINESS | ||||||||
| 3670 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE BRITTINGHAM SOCIAL ENTERPRISE PROGRAM. | $60,000 | |
| USO WEST - UNITED SERVICE ORGANIZATIONS INC | ||||||||
| 340 GOLDEN SHORE SUITE 400 | LONG BEACH | CA | 90802 | N/A | PC | TO SUPPORT OPERATIONS AT MARCH AIR RESERVE BASE WHICH STRENGTHENS AMERICA'S MILITARY SERVICE MEMBERS BY KEEPING THEM CONNECTED TO FAMILY, HOME, AND COUNTRY THROUGHOUT THEIR SERVICE TO THE NATION. | $10,000 | |
| VALLEY CHILDREN'S HEALTHCARE FOUNDATION | ||||||||
| 9300 VALLEY CHILDRENS PLACE | MADERA | CA | 93636 | N/A | PC | TO SUPPORT PROVIDING HIGH-QUALITY, COMPREHENSIVE HEALTHCARE SERVICES TO CHILDREN, REGARDLESS OF THEIR ABILITY TO PAY, AND TO CONTINUOUSLY IMPROVE THE HEALTH AND WELLBEING OF CHILDREN. | $40,000 | |
| VALLEY OAK SPCA | ||||||||
| 9405 WEST GOSHEN AVENUE | VISALIA | CA | 93291 | N/A | PC | TO SUPPORT THE ANIMAL RESCUE DEDICATED TO RESCUING AND REHOMING IN-NEED ANIMALS. | $50,000 | |
| VESTED INTEREST IN K9S INC | ||||||||
| PO BOX 9 | EAST TAUNTON | MA | 027180009 | N/A | PC | TO SUPPORT PROVIDING BULLET AND STAB PROTECTIVE VESTS AND OTHER ASSISTANCE TO DOGS OF LAW ENFORCEMENT AND RELATED AGENCIES THROUGHOUT THE COUNTRY. | $5,000 | |
| VILLA ESPERANZA SERVICES | ||||||||
| 2116 EAST VILLA STREET | PASADENA | CA | 91107 | N/A | PC | TO SUPPORT VILLA ESPERANZA SERVICES WHICH SERVES INTELLECTUALLY AND DEVELOPMENTALLY DISABLED INDIVIDUALS IN LOS ANGELES AND VENTURA COUNTIES. VILLA IS A UNIQUE SERVICE PROVIDER, OFFERING INDIVIDUALIZED PROGRAMS AND A CONTINUUM OF CARE OVER THE COURSE OF A LIFETIME. | $10,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| PO BOX 7227 | WINSTON SALEM | NC | 27109 | N/A | SOUNK | TO SUPPORT CREATING OPPORTUNITIES FOR STUDENTS AND FACULTY, AND PROGRAMS BENEFITING THE SURROUNDING COMMUNITY. | $75,000 | |
| WOOD RIVER COMMUNITY HOUSING TRUST INC | ||||||||
| 151 4TH STREET W UNIT 7840 | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE PROGRAM WHICH WAS FORMED SPECIFICALLY TO RESOLVE THE LACK OF HOUSING IN THE WOOD RIVER VALLEY. ITS MISSION IS TO ACQUIRE OR DEVELOP AFFORDABLE RENTAL HOUSING FOR THE MIDDLE-INCOME WORKFORCE. | $25,000 | |
| WOOD RIVER LAND TRUST | ||||||||
| 119 EAST BULLION STREET | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT THE CONSERVATION EFFORTS IN THE WOOD RIVER VALLEY. | $10,000 | |
| WORD OF HONOR FUND | ||||||||
| PO BOX 777 | BELLEVUE | ID | 83313 | N/A | PC | TO SUPPORT THE NAVAL SPECIAL WARFARE GOLD STAR & SURVIVING CHILDREN PROGRAM WHICH SERVES CHILDREN OF FALLEN NAVY SEALS AND SPECIAL OPS MILITARY PERSONNEL. | $25,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 1625 EYE STREET NW | WASHINGTON | DC | 20006 | N/A | PC | TO SUPPORT PROVIDING MEALS TO THOSE IN NEED. | $10,000 | |
| YELLOWSTONE TO YUKON (Y2Y) | ||||||||
| PO BOX 157 | BOZEMAN | MT | 597710157 | N/A | PC | TO SUPPORT THE DEVELOPMENT AND IMPLEMENTATION OF TIMELY, REGIONAL CONSERVATION SOLUTIONS. | $10,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | N/A | PC | TO SUPPORT THE PROMOTION OF THE IDEAS OF INDIVIDUAL FREEDOM, A STRONG NATIONAL DEFENSE, FREE ENTERPRISE, AND TRADITIONAL VALUES WITH YOUNG AMERICANS. | $30,000 | |
| ZOOLOGICAL SOCIETY OF SAN DIEGO | ||||||||
| PO BOX 120551 | SAN DIEGO | CA | 921120551 | N/A | PC | TO SUPPORT THE SAN DIEGO ZOO GLOBAL WILDLIFE CONSERVANCY; A CONSERVATION, EDUCATION, AND RECREATION ORGANIZATION DEDICATED TO THE REPRODUCTION, PROTECTION, AND EXHIBITION OF ANIMALS, PLANTS, AND HABITATS. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,991,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,292,565 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $26,871 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,129 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,168 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,600,063 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $28,039 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,933,773 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,961,812 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $217,850 | Amt |
| Net Investment Income | $108,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $108,925 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF PART VI-B; QUESTIONS 1A(3) AND 1B | PURSUANT TO I.R.C. SECTION 4941(D)(2)(C) THE FURNISHING OF GOODS, SERVICES, OR FACILITIES BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION IS NOT AN ACT OF SELF-DEALING SINCE THE FURNISHING IS WITHOUT CHARGE AND THE GOODS, SERVICES, OR FACILITIES ARE USED EXCLUSIVELY FOR THE PURPOSES OF THE FOUNDATION. |
| FORM 990-PF PART VI-B; QUESTIONS 1A(4) AND 1B | 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. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $106,141,880 | $106,141,880 |
| DFA EMERGING MARKTS CORE EQU PORTF (DFCEX) | $10,374,843 | $10,374,843 |
| DIMENSIONAL ADV US SMALL CAP VALUE PORT (DFSVX) | $15,484,074 | $15,484,074 |
| MORGAN STANLEY | $8 | $8 |
| RIVER CANYON TOTAL RETURN BOND INSTL (RCTIX) | $11,985,470 | $11,985,470 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG CS HOLDINGS FUND II LP | FMV | $2,284,875 | $2,284,875 |
| BLACKSTONE TACTICAL OPP LP. | FMV | $754,505 | $754,505 |
| BROAD STREET R/E CREDIT PARTNERS | FMV | $233,222 | $233,222 |
| CALEDONIA CO-INVEST OFFSHORE | FMV | $2,236,228 | $2,236,228 |
| CALEDONIA FUND LTD | FMV | $1,826,522 | $1,826,522 |
| CANYON BALANCED FUND | FMV | $8,690,153 | $8,690,153 |
| COATUE FINTECH FUND I, L.P. | FMV | $2,947,505 | $2,947,505 |
| CZECH III SENIOR LOAN TRUST | FMV | $2,491,111 | $2,491,111 |
| GS MIDDLE MARKET LENDING CORP. II | FMV | $1,620,911 | $1,620,911 |
| OAKTREE STRATEGIC INCOME, LTD. | FMV | $2,271,544 | $2,271,544 |
| PETERSHILL II OFFSHORE LP | FMV | $4,525,957 | $4,525,957 |
| RESERVOIR STRATEGIC PARTNERS FUND TE, L.P. | FMV | $30,569 | $30,569 |
| SRB CONTINUATION PARTNERS PARALLEL, LP | FMV | $4,771,493 | $4,771,493 |
| WASSERSTEIN DEBT OPP OFFSHORE | FMV | $11,498,767 | $11,498,767 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON ASSETS | Desc |
| Amt | $5,268,922 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $150 | $75 | $75 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $50 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND | $0 | $3,718 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP. FUND (IPO) | $0 | $359 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND (CAYMAN) | $0 | $5,721 | $0 |
| FROM K-1 - COATUE FINTECH FUND I | $0 | $44,448 | $0 |
| FORM K-1 - PETERSHILL II | $0 | $86,839 | $0 |
| FROM K-1 - CZECH III SENIOR LOAN TRUST | $0 | $22,566 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DEFERRED FEDERAL EXCISE TAX PROVISION | $68,000 | $0 | $68,000 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND (IPO) | $0 | $102,821 | $0 |
| FROM K-1 - CROATUE FINTECH FUND I LP | $0 | $827 | $0 |
| FROM K-1 - CZECH III SENIOR LOAN TRUST (TE) | $0 | $161,674 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $5,846 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS (ORD. BUSINESS) | $0 | $7 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES PAYABLE | Desc |
| BOY Book Value | $1,389,000 | BOYBookValueAmt |
| EOY Book Value | $1,321,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $659,162 | $659,162 | $0 |
| INVESTMENT FEES | $61,416 | $61,416 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $1,200 | $0 | $0 |
| REGISTRY OF CHARITABLE TRUSTS | $225 | $0 | $225 |
| CURRENT FED EXCISE TAX PROVISION | $182,394 | $0 | $0 |
| FEDERAL UBTI TAX | $5,886 | $0 | $0 |
| RESERVOIR STRATEGIC PARTNERS - FOREIGN TAXES | $0 | $646 | $0 |