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THE HEARTHLAND FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE HEARTHLAND FOUNDATION (EIN 95-4016320)
Tax period
2020-01-01 to 2020-12-31
Filed
2023-11-15
IRS object ID
202333199349106558
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T14:42:47-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN852517595PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRESLAUER RUTMAN & ANDERSON INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111400 W OLYMPIC BLVD STE 550AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900641551ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954016320EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HEARTHLAND FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O BRESLAUER RUTMAN & ANDERSON INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWUNDBusinessNameControlTxt
Phone3104813513PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 W OLYMPIC BLVD NO 550AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900641551ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTAMMY ANDERSONPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone3104813513PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTAMMYPersonFirstNm
Person LastANDERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA CHINPreparerPersonNm
PTINP01276526PTIN
Phone3104813513PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$316,160,924FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$40,657,685ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,567,795DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,567,795DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,218,855NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$246,647,111GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,218,855CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$64,444,335TotalRevAndExpnssAmt
Total Net Invst Incm$23,786,650TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$44,345LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$22,172LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$22,173LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$25,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$12,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,384,213OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,384,213OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$449,167TaxesRevAndExpnssAmt
Taxes Net Invst Incm$72,257TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$18,478TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$9,239TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$9,239TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$739,525OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$735,670OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$3,855OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,660,728TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$851,838TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,431,980TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,158,499ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,158,499ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,819,227TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$851,838TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$20,590,479TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$42,625,108ExcessRevenueOverExpensesAmt
Net Investment Income$22,934,812NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$39,311,562CashBOYAmt
Cash EOY$26,208,005CashEOYAmt
Cash EOYFMV$26,208,005CashEOYFMVAmt
Other Nts And Loans Rcvbl$37,328OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$137,046OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$37,328OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$37,328OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$13,478,181CorporateStockBOYAmt
Corporate Stock EOY$86,759,665CorporateStockEOYAmt
Corporate Stock EOYFMV$109,961,867CorporateStockEOYFMVAmt
Corporate Bonds BOY$10,543,699CorporateBondsBOYAmt
Corporate Bonds EOY$17,887,439CorporateBondsEOYAmt
Corporate Bonds EOYFMV$17,926,635CorporateBondsEOYFMVAmt
Other Investments BOY$158,640,594OtherInvestmentsBOYAmt
Other Investments EOY$133,843,753OtherInvestmentsEOYAmt
Other Investments EOYFMV$162,027,089OtherInvestmentsEOYFMVAmt
Total Assets BOY$222,111,082TotalAssetsBOYAmt
Total Assets EOY$264,736,190TotalAssetsEOYAmt
Total Assets EOYFMV$316,160,924TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$222,111,082RetainedEarningBOYAmt
Retained Earning EOY$264,736,190RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$222,111,082TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$264,736,190TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$222,111,082TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$264,736,190TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$222,111,082TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$42,625,108ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$264,736,190SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$264,736,190TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERNSTEIN 21906 SHORT TERMP2020-11-202020-12-31$1,054,841$1,054,095$746$746
SCHWAB 2523-5991 SHORT TERMP2019-08-012020-05-20$10,744,207$11,085,364-$341,157-$341,157
SCHWAB 2523-5991 LONG TERMP2019-05-072020-05-20$49,134,180$47,597,678$1,536,502$1,536,502
SCHWAB 4905-0951 SHORT TERMP2019-04-252020-03-12$775,534$1,089,055-$313,521-$313,521
SCHWAB 4905-0951 LONG TERMP2018-12-282020-03-12$1,288,822$2,074,889-$786,067-$786,067
SCHWAB 7583-6553 SHORT TERMP2019-11-082020-04-19$19,591,372$21,282,413-$1,691,041-$1,691,041
SCHWAB 7583-6553 LONG TERMP2018-12-192020-03-16$11,970,181$13,096,044-$1,125,863-$1,125,863
SCHWAB 1371-9054 SHORT TERMP2019-09-032020-06-08$7,229,572$6,356,614$872,958$872,958
SCHWAB 1371-9054 LONG TERMP2019-05-092020-06-08$32,910,704$27,985,982$4,924,722$4,924,722
SCHWAB 6596-2837 SHORT TERMP2020-11-252020-12-31$20,450,954$18,623,009$1,827,945$1,827,945
SCHWAB 6956-2837 LONG TERMP2019-07-222020-09-17$28,747,335$22,622,157$6,125,178$6,125,178
SCHWAB 1416-7410 SHORT TERMP2020-08-202020-12-01$24,673,252$23,001,953$1,671,299$1,671,299
SCHWAB 1416-7410 LONG TERMP2018-03-112020-06-05$30,044,287$26,559,003$3,485,284$3,485,284
RA CAPITAL HEALTHCAREP2019-07-312020-10-31$8,005,271$5,000,000$3,005,271$3,005,271
CAPITAL GAINS DIVIDENDSP$26,599$26,599$26,599
FieldValueIRS element (for citing)
Capital Gain Net Income$19,218,855CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$318,794InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$318,794SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$318,794TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$387,369EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$300,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$687,369TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$147EsPenaltyAmt
Overpayment$368,428OverpaymentAmt
Applied To ES Tax$368,428AppliedToESTaxAmt
Refund$0RefundAmt

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 Limit0UnrelatedBusIncmOverLimitInd
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 Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRESLAUER RUTMAN ANDERSON INCIndividualWithBooksNm
Phone3104813513PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111400 W OLYMPIC BLVDSUITE 550AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900641551ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATE CAPSHAW SPIELBERG
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA90064DIRECTOR0.50$0$0$0
STEVEN SPIELBERG
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA90064DIRECTOR0.50$0$0$0
KRISTIE MACOSKO KRIEGER
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA90064DIRECTOR0.50$0$0$0
GERALD BRESLAUER
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA90064PRESIDENT, DIRECTOR0.50$0$0$0
MICHAEL RUTMAN
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA90064CFO0.50$0$0$0
TAMMY ANDERSON
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA90064SECRETARY, DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
FUNDAMENTAL PHILANTHROPY INC
400 S BEVERLY DRIVEBEVERLY HILLSCA90212GRANT ADMINISTRATION & CONSULTING$765,000
OFFIT CAPITAL ADVISORS LLC
485 LEXINGTON AVENUE 24TH FLNEW YORKNY10017INVESTMENT ADVISORY FEES$383,671
SUMMIT ROCK ADVISORS LLC
9 W 57TH ST 12TH FLOORNEW YORKNY10019INVESTMENT ADVISORY FEES$299,980
MOONSHOTS & OTHER ADVENTURES INC
52 LOVELL AVENUEMILL VALLEYCA94941CONSULTING$238,393
SYPARTNERS LLC
395 HUDSON STREET 8TH FLOORNEW YORKNY10014CONSULTING$170,000
FieldValueIRS element (for citing)
Contractor Paid Over50k2ContractorPaidOver50kCnt

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$205,784,328AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,732,248AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$37,328FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$238,553,904TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$238,553,904AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,578,309CashDeemedCharitableAmt
Net Vl Noncharitable Assets$234,975,595NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,748,780MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,748,780MinimumInvestmentReturnAmt
Tax Based On Investment Income$318,794TaxBasedOnInvestmentIncomeAmt
Total Tax$318,794TotalTaxAmt
Distributable Before Adj$11,429,986DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$11,429,986DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$11,429,986DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,590,479ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,590,479QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$20,590,479AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,429,986DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,831,670ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,587,235ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,404,182ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,775,299ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,666,907ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,265,293TotalExcessDistributionCyovAmt
Qualifying Distributions$20,590,479QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,429,986AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,160,493RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$36,425,786TotalCorpusAmt
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$9,831,670ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$26,594,116ExcessDistriCyovToNextYrAmt
Excess From Year4$7,587,235ExcessFromYear4Amt
Excess From Year3$3,404,182ExcessFromYear3Amt
Excess From Year2$4,775,299ExcessFromYear2Amt
Excess From Year1$1,666,907ExcessFromYear1Amt
Excess From Current Year$9,160,493ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKATE CAPSHAW SPIELBERGContributingManagerNm
Contributing ManagerSTEVEN SPIELBERGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (153 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350ORG
20 JAY STREET SUITE 732BROOKLYNNY11201NONEPCENVIRONMENT & CLIMATE CHANGE$100,000
ACADEMY OF AMERICAN POETS
75 MAIDEN LANE SUITE 901NEW YORKNY10038NONEPCARTS, CULTURE & MEDIA$20,000
ACADEMY OF MOTION PICTURE ARTS & SCIENCES
8949 WILSHIRE BLVDBEVERLY HILLSCA90211NONEPCENTERTAINMENT & INDUSTRY$155,150
ACLU FUND OF MICHIGAN
2966 WOODWARD AVEDETROITMI48201NONEPCCIVIC ENGAGEMENT & GOTV$200,000
ALLIANCE FOR JUSTICE
11 DUPONT CIRCLE NY SUITE 500WASHINGTONDC20015NONEPCCIVIC ENGAGEMENT & GOTV$50,000
ALLIANCE FOR YOUNG ARTISTS AND WRITERS INC
557 BROADWAYNEW YORKNY10012NONEPCARTS, CULTURE & MEDIA$25,000
ALLIANCE FOR YOUTH ORGANIZING
915 5TH ST NWWASHINGTONDC20001NONEPCCIVIC ENGAGEMENT & GOTV$200,000
ALLIES FOR EVERY CHILD
5721 W SLAUSON AVENUE SUITE 140CULVER CITYCA90230NONEPCYOUTH$25,000
AMERICAN ASSOCIATES OF THE OLD VIC
733 THIRD AVENEW YORKNY10017NONEPCARTS, CULTURE & MEDIA$50,000
AMERICAN CINEMATHEQUE
167 GRANVILLE AVELOS ANGELESCA90049NONEPCARTS, CULTURE & MEDIA$25,000
AMERICAN FILM INSTITUTE
2021 NORTH WESTERN AVENUELOS ANGELESCA90027NONEPCARTS, CULTURE & MEDIA$100,000
AMERICAN HEART ASSOCIATION INC
816 SOUTH FIGUEROA STREETLOS ANGELESCA90017NONEPCHEALTH$10,000
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST AT 79TH STNEW YORKNY10024NONEPCARTS, CULTURE & MEDIA$25,000
ANPO WICAHPI PINE RIDGE GIRLS SCHOOL INC
2237 BIA 27PORCUPINESD57772NONEPCEDUCATION$70,000
ART OF ELY SIUM
3278 WILSHIRE BLVD PHLOS ANGELESCA90010NONEPCARTS, CULTURE & MEDIA$5,000
ARTFUL LEARNING
121 W 27TH STREET SUITE 1104NEW YORKNY10001NONEPCARTS EDUCATION$50,000
ARTHUR MILLER FOUNDATION
56 WEST 12TH STREET SUITE 2NEW YORKNY10011NONEPCARTS EDUCATION$25,000
ARTISTS STRIVING TO END POVERTY
165 WEST 46TH STREET SUITE 1310NEW YORKNY10036NONEPCARTS, CULTURE & MEDIA$25,000
BAIS BETZALEL INC
8850 - 8854 W PICO BLVDLOS ANGELESCA90035NONEPCJEWISH$50,000
BARACK OBAMA FOUNDATION
5235 SOUTH HARPER COURT SUITE 1140CHICAGOIL60615NONEPCCIVIC ENGAGEMENT & GOTV$2,000,000
BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES
800 S FIGUEROA STREET SUITE 620LOS ANGELESCA90017NONEPCYOUTH$50,000
BLACK EMOTIONAL AND MENTAL HEALTH COLLECTIVE
1825 N VERMONT AVE 27945LOS ANGELESCA90027NONEPCMENTAL HEALTH$1,000
BREAST CANCER RESEARCH FOUNDATION
28 WEST 44TH STREET SUITE 609NEW YORKNY10036NONEPCHEALTH$100,000
BRENTWOOD SCHOOL
100 SOUTH BARRINGTON PLACELOS ANGELESCA90049NONEPCEDUCATION$20,000
BROWN UNIVERSITY
350 EDDY STREET SIXTH FLOORPROVIDENCERI02903NONEPCEDUCATION$18,000
BVM CAPACITY BUILDING INSTITUTE
3645 MARKETPLACE BLVD ST130-209EAST POINTGA30344NONEPCRACIAL JUSTICE$50,000
BYP100 EDUCATION FUND
PO BOX 15254CHICAGOIL60615NONEPCRACIAL JUSTICE$5,000
CALIFORNIA COMMUNITY FOUNDATION
221 S FIGUEROA ST SUITE 400LOS ANGELESCA90012NONEPCARTS, CULTURE & MEDIA$50,000
CASA OF LOS ANGELES
201 CENTRE PLAZA DRIVE SUITE 1100MONTEREY PARKCA91754NONEPCYOUTH$25,000
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW 10TH FLOORWASHINGTONDC20005NONEPCCIVIC ENGAGEMENT & GOTV$250,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREETNEW YORKNY10038NONEPCWOMEN$50,000
CENTER FOR RURAL STRATEGIES
46 EAST MAIN STREETWHITESBURGKY41858NONEPCARTS, CULTURE & MEDIA$100,000
CITY YEAR INC
287 COLUMBUS AVENUEBOSTONMA02116NONEPCEDUCATION$500,000
COLOROFCHANGEORG EDUCATION FUND
1714 FRANKLIN ST SUITE 100-136OAKLANDCA94612NONEPCRACIAL JUSTICE$15,000
COMMON SENSE MEDIA
1100 GLENDON AVE 17TH FLOORLOS ANGELESCA90024NONEPCARTS, CULTURE & MEDIA$22,500
COMMUNITY FUNDS INC
909 THIRD AVE 22ND FLOORNEW YORKNY10022NONEPCHUMANITARIAN AID$400,000
DAMASCUS CITIZENS FOR SUSTAINABILITY
PO BOX 147MILANVILLEPA18443NONEPCENVIRONMENT & CLIMATE CHANGE$15,000
DATA FOR BLACK LIVES
193 BROOKLINE STREETCAMBRIDGEMA21390NONEPCRACIAL JUSTICE$25,000
DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS
621 S HIGHLANDLOS ANGELESCA90036NONEPCMENTAL HEALTH$20,000
DEER HILL FOUDNATION
PO BOX 180MANCOSCO81328NONEPCENVIRONMENT & CLIMATE CHANGE$10,000
DELAWARE VALLEY ARTS ALLIANCE
PO BOX 170-37 MAIN STREETNARROWSBURGNY12764NONEPCARTS, CULTURE & MEDIA$10,000
DESTINATION CRENSHAW
5444 CRENSHAW BLVDLOS ANGELESCA90043NONEPCARTS, CULTURE & MEDIA$100,000
DIGNITY AND POWER NOW (JUSTICELA)
3655 SOUTH GRAND AVE SUITE 240LOS ANGELESCA90007NONEPCRACIAL JUSTICE$50,000
E TOWN
1535 SPRUCE STREETBOULDERCO80302NONEPCARTS, CULTURE & MEDIA$50,000
EDUCATIONAL THEATRE ASSOCIATION FOUNDATION
3368 CENTRAL PKYCINCINNATIOH45225NONEPCARTS, CULTURE & MEDIA$10,000
ELEANOR WHITMORE EARLY CHILDHOOD CENTER INC
POBOX 63EAST HAMPTONNY11937NONEPCEDUCATION$20,000
ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION
16130 VENTURA BLVD SUITE 250ENCINOCA91436NONEPCHEALTH$25,000
ELLEN P HERMANSON FOUNDATION
200 WEST END AVENUE SUITE 12GNEW YORKNY10023NONEPCHEALTH$10,000
ENTERTAINMENT INDUSTRY FOUNDATION
10880 WILSHIRE BLVD SUITE 1400LOS ANGELESCA90024NONEPCENVIRONMENT & CLIMATE CHANGE$70,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104NONEPCHUMAN RIGHTS$363,500
EVERY MOTHER COUNTS
333 HUDSON STREET SUITE 1006NEW YORKNY10013NONEPCWOMEN$10,000
FAIR COUNT
PO BOX 170382ATLANTAGA30317NONEPCCIVIC ENGAGEMENT & GOTV$250,000
FAITH IN ACTION NETWORK
990 NORTH CAPITOL STREET NEWASHINGTONDC20002NONEPCBRIDGING DIVIDES$100,000
FEMINIST MAJORITY FOUNDATION
433 SOUTH BEVERLY DRIVEBEVERLY HILLSCA90212NONEPCWOMEN$20,000
FIRST CORINTHIAN BAPTIST CHURCH INC
1912 ACLAYTON POWELL JR BLVDNEW YORKNY10026NONEPCMENTAL HEALTH$67,000
FOOD BANK FOR NEW YORK CITY
39 BROADWAY 10TH FLOORNEW YORKNY10006NONEPCHUNGER & FOOD$25,000
FOOD FORWARD
7412 FULTON AVE SUITE 3NORTH HOLLYWOODCA91605NONEPCHUNGER & FOOD$18,500
FRIENDS OF GEORGICA POND FOUNDATION INC
POBOX 1393WAINSCOTTNY11975NONEPCENVIRONMENT & CLIMATE CHANGE$25,000
FRIENDS OF THE BRENTWOOD ARTS CENTER
13031 MONTANA AVENUELOS ANGELESCA90049NONEPCARTS EDUCATION$25,000
GEFFEN PLAYHOUSE INC
10886 LE CONTE AVENUELOS ANGELESCA90024NONEPCARTS, CULTURE & MEDIA$100,000
GET LIT-WORDS IGNITE & COALITION FOR ENGAGED EDUCATION
672 SOUTH LAFAYETTE PARK PLACELOS ANGELESCA90057NONEPCARTS EDUCATION$100,000
GIRLS FOR GENDER EQUITY INC
25 CHAPEL STREET STE 1006BROOKLYNNY11201NONEPCWOMEN$25,000
GLSEN INC
110 WILLIAM STREET 30TH FLOORNEW YORKNY10038NONEPCHUMAN RIGHTS$50,000
GOERGE STREET PLAYHOUSE
9 LIVINGSTON AVENEW BRUNSWICKNJ08901NONEPCARTS, CULTURE & MEDIA$100,000
GRID ALTERNATIVES OF GREATER LOS ANGELES
1338 S FLOWER STLOS ANGELESCA90015NONEPCENVIRONMENT & CLIMATE CHANGE$35,000
GUILD HALL OF EAST HAMPTON
158 MAIN STEAST HAMPTONNY11937NONEPCARTS, CULTURE & MEDIA$25,000
HAMPTONS YOUTH CAMPS INC
801 COUNTY RD 39 14SOUTHAMPTONNY11968NONEPCYOUTH$3,000
HARVARD-WESTLAKE SCHOOL
700 NORTH FARING ROADLOS ANGELESCA90077NONEPCEDUCATION$6,000
HEALTH RESEARCH INC
150 BROADWAY SUITE 560MENANDSNY12204NONEPCHUMANITARIAN AID$100,000
HOPEWELL FUND (PROJECT OVER ZERO)
1201 CONNECTICUT AVE NW STE 300WASHINGTONDC20036NONEPCBRIDGING DIVIDES$100,000
HOPEWELL FUND (WE THE ACTION)
1201 CONNECTICUT AVE NW STE 300WASHINGTONDC20036NONEPCCIVIC ENGAGEMENT & GOTV$150,000
HUMAN RIGHTS WATCH INC
350 FIFTH AVE 34TH FLOORNEW YORKNY10118NONEPCHUMAN RIGHTS$583,333
I HAVE A DREAM FOUNDATION
3580 WILSHIRE BLVD SUITE 720LOS ANGELESCA90010NONEPCYOUTH$10,000
IKAR
1737 S LA CIENEGA BLVDLOS ANGELESCA90035NONEPCJEWISH$103,600
IMAGINE NORTH CAROLINA FIRST
PO BOX 428RALEIGHNC27602NONEPCCIVIC ENGAGEMENT & GOTV$50,000
INTERNATIONAL REFUGEE ASSISTANCE PROGRAM
ONE BATTERY PARK PLAZA 4TH FLOORNEW YORKNY10004NONEPCHUMAN RIGHTS$50,000
ISLAND THEATRE WORKSHOP
PO BOX 1893VINEYARD HAVENMA02568NONEPCARTS, CULTURE & MEDIA$10,000
JACOB BURNS FILM CENTER INC
405 MANVILLE ROADPLEASANTVILLENY10570NONEPCARTS, CULTURE & MEDIA$25,000
JEWISH COUNCIL FOR PUBLIC AFFAIRS (RESETTING THE TABLE)
116 E 27TH ST 10TH FLOORNEW YORKNY10016NONEPCBRIDGING DIVIDES$100,000
LOS ANGELES FIRE DEPARTMENT FOUNDATION
1875 CENTURY PARK EAST STE 200LOS ANGELESCA90067NONEPCHUMANITARIAN AID$5,000
LOS ANGELES LGBT CENTER
1125 N MCCADDEN PLACELOS ANGELESCA90038NONEPCHUMAN RIGHTS$20,000
LOS ANGELES PHILHARMONIC ASSOCIATION
151 SOUTH GRAND AVENUELOS ANGELESCA90012NONEPCARTS EDUCATION$250,000
LOS ANGELES POLICE FOUNDATION
633 WEST 5TH STREET SUITE 960LOS ANGELESCA90071NONEPCHUMANITARIAN AID$5,000
SPORTS ACADEMY FOUNDATION (MAMBA & MAMBACITA SPORTS FOUNDATION)
1011 RANCHO CONEJO BLVDTHOUSAND OAKSCA91320NONEPCYOUTH$25,000
MAYOR'S FUND FOR LOS ANGELES
200 NORTH SPRING STREET RM 305BLOS ANGELESCA90012NONEPCHUMANITARIAN AID$500,000
MICHIGAN CIVIC EDUCATION FUND
28342 DARTMOUTH STMADISON HEIGHTSMI48071NONEPCCIVIC ENGAGEMENT & GOTV$100,000
MICHIGAN ORGANIZING PROJECT
4405 WESSON STDETROITMI48210NONEPCCIVIC ENGAGEMENT & GOTV$50,000
MORE IN COMMON INC
115 BROADWAY ST FLOOR 5NEW YORKNY10006NONEPCBRIDGING DIVIDES$100,000
MOTHERING JUSTICE
17320 LIVERNOIS AVENUEDETROITMI48221NONEPCWOMEN$65,000
MOTION PICTURE AND TELEVISION FUND
23388 MULHOLLAND DR M/S 220WOODLAND HILLSCA91364NONEPCENTERTAINMENT & INDUSTRY$100,000
MUSEUM OF JEWISH HERITAGE
36 BATTERY PLACENEW YORKNY10280NONEPCJEWISH$25,000
MY FRIEND'S PLACE
5850 HOLLYWOOD BLVDLOS ANGELESCA90028NONEPCYOUTH$50,000
NATIONAL COLLEGE ADVISING CORPS
301 WEST BARBEE CHAPEL ROADCHAPELL HILLNC27517NONEPCEDUCATION$50,000
NATIONAL DOMESTIC WORKERS ALLIANCE
45 BROADWAY SUITE 320NEW YORKNY10006NONEPCHUMAN RIGHTS$150,000
NATIONAL PUBLIC RADIO INC
PO BOX 791490BALTIMOREMD21279NONEPCARTS, CULTURE & MEDIA$50,000
NATIONAL REDISTRICTING FOUNDATION
17 EAST MONROE STREET 214CHICAGOIL60603NONEPCCIVIC ENGAGEMENT & GOTV$125,000
NATIONAL WOMEN'S LAW CENTER
11 DUPONT CIRLCE NW SUITE 800WASHINGTONDC20036NONEPCWOMEN$666,666
NATURE CONSERVANCY
PO BOX 5125EAST HAMPTONNY11937NONEPCENVIRONMENT & CLIMATE CHANGE$5,000
NEW VENTURE FUND (CENTER FOR SECURE AND MODERN ELECTIONS)
1201 CONNECTICUT AVE NW STE 300WASHINGTONDC20036NONEPCCIVIC ENGAGEMENT & GOTV$250,000
NEW VENTURE FUND (VOTING RIGHTS LAB C3)
1201 CONNECTICUT AVE NW STE 300WASHINGTONDC20036NONEPCCIVIC ENGAGEMENT & GOTV$250,000
NEW YORK ACADEMY OF ART
111 FRANKLIN STREETNEW YORKNY10013NONEPCARTS, CULTURE & MEDIA$25,000
NEW YORK SHAKESPEARE FESTIVAL (PUBLIC THEATER)
425 LAFAYETTE STREETNEW YORKNY10003NONEPCARTS, CULTURE & MEDIA$50,000
NORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC
9 GLENDALE ROAD / ROUTE 183STOCKBRIDGEMA01262NONEPCARTS, CULTURE & MEDIA$25,000
OFICINA LEGAL DEL PUEBLO UNIDO INC
1405 MONTOPOLIS DRIVEAUSTINTX78741NONEPCHUMAN RIGHTS$100,000
OHIO ENVIRONMENTAL COUNCIL (OHIO PROGRESSIVE COLLECTIVE)
1145 CHSAPEAKE AVE SUITE ICOLUMBUSOH43212NONEPCCIVIC ENGAGEMENT & GOTV$50,000
ON BEING PROJECT
1619 HENNEPIN AVENUE SOUTHMINNEAPOLISMN55403NONEPCARTS, CULTURE & MEDIA$500,000
ONE AMERICA MOVEMENT
1342 FLORIDA AVE NWWASHINGTONDC20009NONEPCBRIDGING DIVIDES$200,000
OUR FABULOUS VARIETY SHOW INC
PO BOX 2424SOUTHAMPTONNY11969NONEPCARTS, CULTURE & MEDIA$2,000
P S ARTS
1728 ABBOT KINNEY BOULEVARD SUITEVENICECA90291NONEPCARTS EDUCATION$25,000101
PARTNERS FOR JUSTICE
125 LINCOLN PLACEBROOKLYNNY11217NONEPCHUMAN RIGHTS$50,000
PARTNERSHIP FOR LOS ANGELES SCHOOLS
1055 WILSHIRE BLVD STE 1850LOS ANGELESCA90017NONEPCEDUCATION$15,000
PECONIC LAND TRUST INCORPORATED
PO BOX 1776SOUTHAMPTONNY11969NONEPCENVIRONMENT & CLIMATE CHANGE$50,000
PEOPLE'S ACTION INSTITUTE
2125 W NORTH AVE 3RD FLOORCHICAGOIL60647NONEPCCIVIC ENGAGEMENT & GOTV$250,000
PINE RIDGE GIRLS SCHOOL INC
16531 AKRON STREETPACIFIC PALISADESCA90272NONEPCEDUCATION$82,500
PIONEER WORKS
159 PIONEER STREETBROOKLYNNY11249NONEPCARTS, CULTURE & MEDIA$80,000
PLANNED PARENTHOOD HUDSON PECONIC INC
4 SKYLINE DRIVEHAWTHORNENY10532NONEPCHEALTH$5,000
PLANNED PARENTHOOD LOS ANGELES
400 WEST 30TH STREETLOS ANGELESCA90007NONEPCHEALTH$50,000
POLARIS PROJECT
PO BOX 65323WASHINGTONDC20035NONEPCHUMAN RIGHTS$100,000
PROSECUTOR IMPACT
9124 S MAIN STREETLOS ANGELESCA90003NONEPCHUMAN RIGHTS$150,000
PS1 CONTEMPORARY ART CENTER INC
22-25 JACKSON AVENUE AT 46 AVENUELONG ISLAND CITYNY11101NONEPCARTS EDUCATION$25,000
QUEENS COLLEGE FOUNDATION
65-30 KISSENA BLVD KIELY HALL 9THFUSHINGNY11367NONEPCEDUCATION$25,000FLOOR
RAPE FOUNDATION THE
1223 WILSHIRE BLVD NO 410SANTA MONICACA90403NONEPCHUMAN RIGHTS$25,000
RIGHT TO VOTE FOUNDATION
700 13TH ST NW STE 600WASHINGTONDC20005NONEPCCIVIC ENGAGEMENT & GOTV$100,000
RIGHTEOUS PERSONS FOUNDATION
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA90064TRANSFEROR AND GRANTEE ARE CONTROLLED BY SAME DIRECTORSPFJEWISH$2,475,500
SAG - AMERICAN FEDERATION OF TELEVISION AND RADIO
5757 WILSHIRE BLVD STE PH1LOS ANGELESCA90036NONEPCENTERTAINMENT & INDUSTRY$10,000
SANDY HOOK PROMISE FOUNDATION
PO BOX 3489NEWTOWNCT06470NONEPCYOUTH$150,000
SAVE THE CHILDREN FOUNDATION INC
501 KINGS HWY EAST SUITE 400FAIRFIELDCT06825NONEPCEDUCATION$141,500
SEVEN ARROWS INC
1812 STANFORD STSANTA MONICACA90404NONEPCEDUCATION$2,500
SHAKESPEARE CENTER OF LOS ANGELES INC
1238 WEST 1ST STREETLOS ANGELESCA90026NONEPCARTS, CULTURE & MEDIA$50,000
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRIVELOS ANGELESCA90035NONEPCJEWISH$25,000
SOLUTIONS JOURNALISM NETWORK INC
79 MADISON AVENUE 2ND FLOOR 224NEW YORKNY10016NONEPCARTS, CULTURE & MEDIA$250,000
SOUTHAMPTON HOSPITAL FOUNDATION INC
240 MEETING HOUSE LANESOUTHAMPTONNY11968NONEPCHEALTH$10,000
STORYCORPS
80 HANSON PLACE 2ND FLOORBROOKLYNNY11217NONEPCBRIDGING DIVIDES$516,000
STRIVE FOUNDATION
9124 S MAIN STREETLOS ANGELESCA90003NONEPCYOUTH$25,000
THE JAIN FAMILY INSTITUTE
568 BROADWAY SUITE 601NEW YORKNY10012NONEPCRACIAL JUSTICE$30,000
THE LINK
1210 GLENWOOD AVENUEMINNEAPOLISMN55405NONEPCYOUTH$5,000
TIDES CENTER
11849 W OLYMPIC BLVD SUITE 101LOS ANGELESCA90064NONEPCYOUTH$33,000
TIDES FOUNDATION
11849 W OLYMPIC BLVD SUITE 101LOS ANGELESCA90064NONEPCHUMAN RIGHTS$760,000
T'RUAH
266 WEST 37TH STREET SUITE 803NEW YORKNY10018NONEPCCIVIC ENGAGEMENT & GOTV$50,000
UCLA FOUNDATION
PO BOX 7145PASADENACA91109NONEPCEDUCATION$10,000
UNITED STATES ARTISTS
200 W MADISON ST FL 3CHICAGOIL60606NONEPCARTS, CULTURE & MEDIA$250,000
UNIVERSITY OF CALIFORNIA SANTA BARBARA
PHELPS HALL 1110SANTA BARBARACA93106NONEPCEDUCATION$2,500
USC SHOAH FOUNDATION
650 WEST 35TH STREET SUITE 401LOS ANGELESCA90007NONEPCJEWISH$31,250
UTAH DINE BIKEYAH
352 DENVER ST SUITE 315SALT LAKE CITYUT84111NONEPCENVIRONMENT & CLIMATE CHANGE$225,000
VARIATIONS THEATRE GROUP
312 W 36TH ST 4TH FLOORNEW YORKNY10018NONEPCARTS, CULTURE & MEDIA$5,000
VERA INSTITUTE OF JUSTICE
233 BROADWAY 12TH FLOORNEW YORKNY10279NONEPCHUMAN RIGHTS$50,000
VIP COMMUNITY MENTAL HEALTH CENTER INC
1721 GRIFFIN AVENUE SUITE 219LOS ANGELESCA90031NONEPCHEALTH$32,500
WARM COOKIES OF THE REVOLUTION
576 N GILPIN STDENVERCO80218NONEPCCIVIC ENGAGEMENT & GOTV$5,000
WE THE PEOPLE
440 BURROUGHS ST SUITE 174DETROITMI48202NONEPCCIVIC ENGAGEMENT & GOTV$50,000
WEST HARLEM ENVIRONMENTAL ACTION INC
1854 AMSTERDAM AVENUE 2ND FLOORNEW YORKNY10031NONEPCENVIRONMENT & CLIMATE CHANGE$1,000
WHEN WE ALL VOTE
1400 L ST NWWASHINGTONDC20005NONEPCCIVIC ENGAGEMENT & GOTV$100,000
WORLD CENTRAL KITCHEN
655 NEW YORK AVE NW 6TH FLOORWASHINGTONDC20001NONEPCHUMANITARIAN AID$1,100,000
YOUNG STORYTELLERS FOUNDATION
923 E 3RD STREET 307LOS ANGELESCA90013NONEPCARTS EDUCATION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,158,499TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACADEMY OF AMERICAN POETS
75 MAIDEN LANE SUITE 901NEW YORKNY10038NONEPCARTS, CULTURE & MEDIA$20,000
ALLIANCE FOR YOUNG ARTISTS AND WRITERS INC
557 BROADWAYNEW YORKNY10012NONEPCARTS, CULTURE & MEDIA$25,000
ALLIANCE FOR YOUTH ORGANIZING
915 5TH ST NWWASHINGTONDC20001NONEPCCIVIC ENGAGEMENT & GOTV$50,000
ARTFUL LEARNING
121 W 27TH STREET SUITE 1104NEW YORKNY10001NONEPCARTS EDUCATION$50,000
BARACK OBAMA FOUNDATION
5235 SOUTH HARPER COURT SUITE 1140CHICAGOIL60615NONEPCCIVIC ENGAGEMENT & GOTV$6,000,000
BVM CAPACITY BUILDING INSTITUTE
3645 MARKETPLACE BLVD ST130-209EAST POINTGA30344NONEPCRACIAL JUSTICE$100,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREETNEW YORKNY10038NONEPCWOMEN$50,000
COLOROFCHANGEORG EDUCATION FUND
1714 FRANKLIN ST SUITE 100-136OAKLANDCA94612NONEPCRACIAL JUSTICE$300,000
ELEANOR WHITMORE EARLY CHILDHOOD CENTER INC
POBOX 63EAST HAMPTONNY11937NONEPCEDUCATION$20,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104NONEPCHUMAN RIGHTS$250,000
FAITH IN ACTION NETWORK
990 NORTH CAPITOL STREET NEWASHINGTONDC20002NONEPCBRIDGING DIVIDES$100,000
FIRELIGHT MEDIA INC
72 HAMILTON TERRACENEW YORKNY10031NONEPCARTS, CULTURE & MEDIA$500,000
FRIENDS OF GEORGICA POND FOUNDATION INC
POBOX 1393WAINSCOTTNY11975NONEPCENVIRONMENT & CLIMATE CHANGE$75,000
FRIENDS OF THE BRENTWOOD ARTS CENTER
13031 MONTANA AVENUELOS ANGELESCA90049NONEPCARTS EDUCATION$50,000
GEFFEN PLAYHOUSE INC
10886 LE CONTE AVENUELOS ANGELESCA90024NONEPCARTS, CULTURE & MEDIA$300,000
GET LIT-WORDS IGNITE & COALITION FOR ENGAGED EDUCATION
672 SOUTH LAFAYETTE PARK PLACELOS ANGELESCA90057NONEPCARTS EDUCATION$100,000
GROUNDTRUTH PROJECT INC
10 GUEST STBRIGHTONMA02135NONEPCARTS, CULTURE & MEDIA$100,000
GUILD HALL OF EAST HAMPTON
158 MAIN STEAST HAMPTONNY11937NONEPCARTS, CULTURE & MEDIA$50,000
HUMAN RIGHTS WATCH INC
350 FIFTH AVE 34TH FLOORNEW YORKNY10118NONEPCHUMAN RIGHTS$666,667
KRISTA TIPPETT PUBLIC PRODUCTIONS
1619 HENNEPIN AVENUE SOUTHMINNEAPOLISMN55403NONEPCARTS, CULTURE & MEDIA$500,000
LOS ANGELES FIRE DEPARTMENT FOUNDATION
1875 CENTURY PARK EAST STE 200LOS ANGELESCA90067NONEPCHUMANITARIAN AID$10,000
LOS ANGELES POLICE FOUNDATION
633 WEST 5TH STREET SUITE 960LOS ANGELESCA90071NONEPCHUMANITARIAN AID$10,000
MOTHERING JUSTICE
17320 LIVERNOIS AVENUEDETROITMI48221NONEPCWOMEN$50,000
MY FRIEND'S PLACE
5850 HOLLYWOOD BLVDLOS ANGELESCA90028NONEPCYOUTH$50,000
PEOPLE'S ACTION INSTITUTE (NATIONAL PEOPLE'S ACTION)
2125 W NORTH AVE 3RD FLOORCHICAGOIL60647NONEPCCIVIC ENGAGEMENT & GOTV$250,000
NATURE CONSERVANCY
PO BOX 5125EAST HAMPTONNY11937NONEPCENVIRONMENT & CLIMATE CHANGE$5,000
NEW AMERICA FOUNDATION
740 15TH STREET NW SUITE 900WASHINGTONDC20005NONEPCCIVIC ENGAGEMENT & GOTV$150,000
PARTNERS FOR JUSTICE
125 LINCOLN PLACEBROOKLYNNY11217NONEPCHUMAN RIGHTS$50,000
PECONIC LAND TRUST INCORPORATED
PO BOX 1776SOUTHAMPTONNY11969NONEPCENVIRONMENT & CLIMATE CHANGE$100,000
PLANNED PARENTHOOD HUDSON PECONIC INC
4 SKYLINE DRIVEHAWTHORNENY10532NONEPCHEALTH$5,000
PLANNED PARENTHOOD LOS ANGELES
400 WEST 30TH STREETLOS ANGELESCA90007NONEPCHEALTH$50,000
POLARIS PROJECT
PO BOX 65323WASHINGTONDC20035NONEPCHUMAN RIGHTS$100,000
PROGRESS MICHIGAN EDUCATION (WE THE PEOPLE)
440 BURROUGHS ST SUITE 174DETROITMI48202NONEPCCIVIC ENGAGEMENT & GOTV$50,000
RAPE FOUNDATION THE
1223 WILSHIRE BLVD NO 410SANTA MONICACA90403NONEPCHUMAN RIGHTS$25,000
ROBERT C MAYNARD INSTITUTE FOR JOURNALISM EDUCATION
1400 65TH STREET SUITE 200EMERYVILLECA94608NONEPCRACIAL JUSTICE$50,000
SANDY HOOK PROMISE FOUNDATION
PO BOX 3489NEWTOWNCT06470NONEPCYOUTH$150,000
SMITHSONIAN INSTITUTION
1400 CONSTITUTION AVENUE NWWASHINGTONDC20560NONEPCARTS, CULTURE & MEDIA$500,000
SOUTHAMPTON HOSPITAL FOUNDATION INC
240 MEETING HOUSE LANESOUTHAMPTONNY11968NONEPCHEALTH$20,000
STORYCORPS
80 HANSON PLACE 2ND FLOORBROOKLYNNY11217NONEPCBRIDGING DIVIDES$1,000,000
USC SHOAH FOUNDATION
650 WEST 35TH STREET SUITE 401LOS ANGELESCA90007NONEPCJEWISH$93,750
UTAH FILM CENTER (ZIPPORAH FILMS)
122 S MAIN STREETSALT LAKE CITYUT84101NONEPCARTS, CULTURE & MEDIA$720,000
WORLD CENTRAL KITCHEN
655 NEW YORK AVE NW 6TH FLOORWASHINGTONDC20001NONEPCHUMANITARIAN AID$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$12,845,417TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,567,795ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$19,218,855ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$23,786,650ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,786,650TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (12 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
AMBLIN ENTERTAINMENT INC
111400 W OLYMPIC BLVD SUITE 550LOS ANGELESCA90064$111,622Yes (X)
KATE CAPSHAW AND STEVEN SPIELBERG
211400 W OLYMPIC BLVD SUITE 550LOS ANGELESCA90064$1,000,000Yes (X)
KATE CAPSHAW AND STEVEN SPIELBERG
311400 W OLYMPIC BLVD SUITE 550LOS ANGELESCA90064$1,000,000Yes (X)
KATE CAPSHAW AND STEVEN SPIELBERG
411400 W OLYMPIC BLVD SUITE 550LOS ANGELESCA90064$1,250,000Yes (X)
KATE CAPSHAW AND STEVEN SPIELBERG
511400 W OLYMPIC BLVD SUITE 550LOS ANGELESCA90064$2,000,000Yes (X)
KATE CAPSHAW AND STEVEN SPIELBERG
611400 W OLYMPIC BLVD SUITE 550LOS ANGELESCA90064$1,250,000Yes (X)
KATE CAPSHAW AND STEVEN SPIELBERG
711400 W OLYMPIC BLVD SUITE 550LOS ANGELESCA90064$1,000,000Yes (X)
KATE CAPSHAW AND STEVEN SPIELBERG
811400 W OLYMPIC BLVD SUITE 550LOS ANGELESCA90064$150,000Yes (X)
KATE CAPSHAW AND STEVEN SPIELBERG
911400 W OLYMPIC BLVD SUITE 550LOS ANGELESCA90064$11,000,000Yes (X)
L'CHAIM GLOBAL INVESTMENTS LLC
1011400 W OLYMPIC BLVD SUITE 550LOS ANGELESCA90064$7,764,089Yes (X)
L'CHAIM GLOBAL INVESTMENTS LLC
1111400 W OLYMPIC BLVD SUITE 550LOS ANGELESCA90064$7,512,929Yes (X)
L'CHAIM GLOBAL INVESTMENTS LLC
1211400 W OLYMPIC BLVD SUITE 550LOS ANGELESCA90064$6,619,045Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
10216203.036 SHARES, AKER FOCUS FD INST$7,764,0892020-06-01
11234573.901 SHARES EDGEWOOD GROWTH INSTL$7,512,9292020-06-01
12458255.246 SHARES WCM FOCUSED INTL GROWTH FUND$6,619,0452020-06-01

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDITCategoryTxt
Amt$25,000Amt
Net Investment Income$12,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$12,500DisbursementsCharitablePrpsAmt

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 GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
RIGHTEOUS PERSONS FOUNDATION
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA900642020-01-31$185,000TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN$185,000NONE3/31/20; 6/30/20; 9/30/20; 12/31/202021-10-31TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE.
RIGHTEOUS PERSONS FOUNDATION
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA900642020-04-08$240,000TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN$240,000NONE3/31/20; 6/30/20; 9/30/20; 12/31/202021-10-31TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE.
RIGHTEOUS PERSONS FOUNDATION
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA900642020-06-11$375,000TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN$375,000NONE3/31/20; 6/30/20; 9/30/20; 12/31/202021-10-31TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE.
RIGHTEOUS PERSONS FOUNDATION
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA900642020-07-16$427,500TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN$427,5003/31/20; 6/30/20; 9/30/20; 12/31/202021-10-31TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE.
RIGHTEOUS PERSONS FOUNDATION
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA900642020-08-21$185,000TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN$185,0003/31/20; 6/30/20; 9/30/20; 12/31/202021-10-31TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE.
RIGHTEOUS PERSONS FOUNDATION
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA900642020-09-15$13,000TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN$13,0003/31/20; 6/30/20; 9/30/20; 12/31/202021-10-31TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE.
RIGHTEOUS PERSONS FOUNDATION
11400 W OLYMPIC BLVD STE 550LOS ANGELESCA900642020-12-14$1,050,000TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN$1,050,000NONE3/31/20; 6/30/20; 9/30/20; 12/31/202021-10-31TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$17,887,439EOYBookValueAmt
EOYFMV$17,926,635EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$86,759,665EOYBookValueAmt
EOYFMV$109,961,867EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED AND MUTUAL FUNDSFMV$4,413,095$4,482,205
PARTNERSHIPSFMV$129,430,658$157,544,884

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryCONSULTING FEESCategoryTxt
Legal Fees$44,345LegalFeesAmt
Net Investment Income$22,172NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$22,173DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$732,301$732,301$0$0
FILING FEES$486$0$0$486
OFFICE EXPENSE$6,738$3,369$0$3,369

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING FEESCategoryTxt
Amt$1,384,213Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,384,213DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$376,531$0$0$0
FOREIGN TAX$72,257$72,257$0$0
LATE PAYMENT PENALTY$379$0$0$0