BROAD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BROAD FOUNDATION (EIN 95-4686318)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349107154
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:28:42-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954686318 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELI AND EDYTHE BROAD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROA | BusinessNameControlTxt |
| Phone | 3109545026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH GRAND AVENUE 1800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERUN RILEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3109545026 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GERUN | PersonFirstNm |
| Person Last | RILEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,796,026,081 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,997,990 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,013 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,013 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,447,885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,561,418 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,725,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,444,008 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,101,206 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,579,306 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,025,181 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $135,756,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,693,818 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $703,919 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $705,887 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $81,282 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $79,559 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $137,034 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $132,918 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $246,663 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $59,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $192,712 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,471,216 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,448,656 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,471,096 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $563,416 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $426,480 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Net Invst Incm | $4,509 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $91,977 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $91,170 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,031 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,601 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $23,191 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $22,980 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $264,261 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,478,275 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $228,424 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,601,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,417,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,945,347 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,680,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,319,231 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,282,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,417,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,264,578 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,474,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,276,610 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,728 | CashBOYAmt |
| Cash EOY | $81,307 | CashEOYAmt |
| Cash EOYFMV | $81,307 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $356,329,576 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $250,386,994 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $250,386,994 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $182,473,906 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77,030,152 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,030,152 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,863,972,243 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,439,971,183 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,439,971,183 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,319,721 | OtherAssetsBOYAmt |
| Other Assets EOY | $28,556,445 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28,556,445 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,410,166,174 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,796,026,081 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,796,026,081 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,432,112 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,040,864 | AccountsPayableEOYAmt |
| Grants Payable BOY | $395,726,643 | GrantsPayableBOYAmt |
| Grants Payable EOY | $352,087,597 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $16,177,791 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,670,777 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $414,336,546 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $360,799,238 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,995,829,628 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,435,226,843 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,995,829,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,435,226,843 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,410,166,174 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,796,026,081 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,995,829,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,474,188 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,044,303,816 | SubtotalAmt |
| Other Decreases | $609,076,973 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,435,226,843 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2022-12-31 | $87,399,293 | $55,345,060 | $32,054,233 | $32,054,233 | |
| PASS THRU INVESTMENTS DISTRIB IN EXCESS OF BASIS | 2021-01-01 | 2022-12-31 | $113,944,037 | $99,486,583 | $14,457,454 | $14,457,454 | P |
| PASS THRU INVESTMENTS REPORTED ON SCH K-1 | 2021-01-01 | 2022-12-31 | $23,175,429 | $23,175,429 | $23,175,429 | P | |
| ADJUST FOR IRC SEC 1202 ELIGIBLE GAIN EXCLUSION - PASS THRU INVESTMENTS | 2021-01-01 | 2022-12-31 | $28,394 | -$28,394 | -$28,394 | P | |
| TERMINATION OF APOLETTO CHINA IV, L.P. | 2021-01-01 | 2022-12-31 | $29,019 | $704,660 | -$675,641 | -$675,641 | P |
| TERMINATION OF COLONY INVESTORS VIII, L.P. | 2021-01-01 | 2022-12-31 | $10,882 | $14,029 | -$3,147 | -$3,147 | P |
| TERMINATION OF MERIT ENERGY PARTNERS CANADA, LP | 2021-01-01 | 2022-12-31 | $1,919,965 | $1,914,725 | $5,240 | $5,240 | P |
| TERMINATION OF NCD PARTNERS, LP | 2021-01-01 | 2022-12-31 | $444,854 | $764,186 | -$319,332 | -$319,332 | P |
| TERMINATION OF NEWBRIDGE ASIA IV LP | 2021-01-01 | 2022-12-31 | $20,551 | $20,551 | $20,551 | P | |
| TERMINATION OF RREF FOUNDATION INVESTORS, LP | 2021-01-01 | 2022-12-31 | $107,460 | $107,460 | $107,460 | P | |
| TERMINATION OF RREF II DOMESTIC INVESTORS, LP | 2021-01-01 | 2022-12-31 | $1,033,302 | $1,033,302 | $1,033,302 | P | |
| TERMINATION OF TFP OG AIV II, LP | 2021-01-01 | 2022-12-31 | $92,943 | $92,943 | $92,943 | P | |
| TERMINATION OF TPG TORTOISE AIV, LP | 2021-01-01 | 2022-12-31 | $11,093 | $11,092 | $1 | $1 | P |
| ADJUST FOR IRC SEC 1202 ELIGIBLE GAIN EXCLUSION - PUBLICLY TRADED SECURITIES | 2021-01-01 | 2022-12-31 | $1,949,809 | -$1,949,809 | -$1,949,809 | P | |
| TERMINATION OF TFP ROYAL CAYMAN AIV, LTD | 2021-01-01 | 2022-12-31 | $130,916 | $130,916 | $130,916 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,101,206 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,129,745 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,129,745 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,129,745 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,437,139 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $325,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,762,139 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $632,394 | OverpaymentAmt |
| Applied To ES Tax | $632,394 | 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BROADFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JULIE BAKER | IndividualWithBooksNm |
| Phone | 3109545026 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH GRAND AVENUE SUITE 1800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| EDYTHE L BROAD | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GERUN RILEY SEE STATEMENT 14 | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | PRESIDENT, TRUSTEE | 30.00 | $440,000 | $15,701 | $0 |
| SUZANNE NORA JOHNSON | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JAY WINTROB | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN JACK | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | VICE PRESIDENT/CHIEF | 32.00 | $230,500 | $28,189 | $0 |
| ERIN GRIMES | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | DIRECTOR, GRANT OPER | 40.00 | $142,500 | $18,464 | $0 |
| PORSHA CROPER | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | SENIOR PROGRAM OFFIC | 40.00 | $122,740 | $10,959 | $0 |
| ERICA LIM | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | SENIOR PROGRAM OFFIC | 40.00 | $75,833 | $2,120 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FAMILY OFFICE INVESTMENT SERVICES LLC | |||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | INVESTMENT SERVICES | $2,187,705 |
| FAMILY OFFICE FINANCIAL SERVICES LLC | |||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | FINANCE, ACCTG, TAX, HR & TECH | $1,861,310 |
| ICONIQ STRATEGIC PARTNERS | |||||
| 50 BEALE ST STE 2300 | SAN FRANCISCO | CA | 94105 | INVESTMENT MGMT FEES | $600,000 |
| ARSENAL CAPITAL PARTNERS | |||||
| 100 PARK AVENUE 31ST FLOOR | NEW YORK | NY | 10017 | INVESTMENT MGMT FEES | $300,000 |
| ESTOLANO ADVISORS | |||||
| 801 SOUTH GRAND AVENUE SUITE 530 | LOS ANGELES | CA | 90017 | ADVISORY AND PROGRAM SUPPORT | $233,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 26 | 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 | $119,786,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $336,829,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,600,149,218 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,056,765,274 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,056,765,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,851,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,025,913,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,295,690 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,295,690 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,129,745 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $26,947 | IncomeTaxAmt |
| Total Tax | $1,156,692 | TotalTaxAmt |
| Distributable Before Adj | $100,138,998 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,138,998 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,138,998 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,264,578 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $126,264,578 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,138,998 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,004,415 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,488,138 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,370,309 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,722,956 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,204,939 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $239,790,757 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,264,578 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,138,998 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,125,580 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $265,916,337 | 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 | $59,004,415 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $206,911,922 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,488,138 | ExcessFromYear4Amt |
| Excess From Year3 | $68,370,309 | ExcessFromYear3Amt |
| Excess From Year2 | $31,722,956 | ExcessFromYear2Amt |
| Excess From Year1 | $18,204,939 | ExcessFromYear1Amt |
| Excess From Current Year | $26,125,580 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDYTHE L BROAD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 4C LAB | |||||||
| 110 SOUTH ORANGE AVENUE | AZUZA | CA | 91702 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $1,000 | |
| A PLACE CALLED HOME | |||||||
| 2830 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90011 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $250 | |
| AD ARCHITECTURE & DESIGN MUSEUM LOS ANGELES | |||||||
| 6032 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $5,000 | |
| ADVANCEMENT PROJECT | |||||||
| 1910 W SUNSET BLVD SUITE 500 | LOS ANGELES | CA | 90026 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $10,000 | |
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $140,000 | |
| ALZHEIMER'S GREATER LOS ANGELES | |||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90034 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $5,000 | |
| ASIAN AMERICANS ADVANCING JUSTICE LOS ANGELES | |||||||
| 1145 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $75,000 | |
| BILL HILLARY & CHELSEA CLINTON FOUNDATION | |||||||
| 1200 PRESIDENT CLINTON AVE | LITTLE ROCK | AR | 72207 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $5,000 | |
| BREAKWATER STUDIOS LTD | |||||||
| 4655 KINGSWELL AVE STE 201 | LOS ANGELES | CA | 90027 | NC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $300,000 | |
| BROAD INSTITUTE OF MIT AND HARVARD | |||||||
| 7 CAMBRIDGE CTR | CAMBRIDGE | MA | 02142 | PC | SCI & MED RESEARCH - TO SUPPORT BIOMEDICAL AND GENOMIC RESEARCH TO ADVANCE TREATMENTS AND CURES FOR DISEASE | $30,000,000 | |
| BROADSTAGE | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PC | ARTS - ENDOWMENT FOR LOS ANGELES COMMUNITY THEATER PROGRAMMING | $2,500,000 | |
| BROADSTAGE | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $97,700 | |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 717 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $25,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 717 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $113,400 | |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 717 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $1,200,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 EAST CALIFORNIA BLVD | PASADENA | CA | 91125 | PC | EDUCATION - TO ESTABLISH THE HONORARY ENDOWED DAVID BALTIMORE PROFESSORSHIP | $1,000,000 | |
| CALIFORNIA VOLUNTEERS FUND | |||||||
| 1400 TENTH STREET 2ND FLOOR | SACRAMENTO | CA | 95814 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $500,000 | |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $25,000 | |
| CICLAVIA INC | |||||||
| 525 SOUTH HEWITT STREETRNSUITE | LOS ANGELES | CA | 90013 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $5,000 | |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $1,000 | |
| COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT | |||||||
| 3101 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90007 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $312,960 | |
| COMMUNITIES FOR A BETTER ENVIRONMENT | |||||||
| 6325 PACIFIC BLVD 300 | HUNTINGTON PARK | CA | 90255 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $283,000 | |
| COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION & TREATMENT | |||||||
| 8101 S VERMONT AVENUE | LOS ANGELES | CA | 90044 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $24,652 | |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $5,000 | |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $250,000 | |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $197,802 | |
| CORO SOUTHERN CALIFORNIA INC | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $59,850 | |
| DISCOVERY EYE FOUNDATION | |||||||
| 8635 W 3RD STREET RNSUITE 390 | LOS ANGELES | CA | 90048 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $1,000 | |
| DISCOVERY SCIENCE CENTER OF LOS ANGELES | |||||||
| 11800 FOOTHILL BLVD | SYLMAR | CA | 91342 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $5,000 | |
| DIY GIRLS | |||||||
| PO BOX 330662 | PACOIMA | CA | 91333 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $104,650 | |
| DOHENY EYE INSTITUTE | |||||||
| 150 NORTH ORANGE GROVE BOULEVARD | PASADENA | CA | 91103 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $5,000 | |
| DREAM CORPS | |||||||
| 436 14TH STREET NO 920 | OAKLAND | CA | 94612 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $100,000 | |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $300,000 | |
| ECONOMIC DEVELOPMENT CORPORATION OF LOS ANGELES | |||||||
| 444 S FLOWER STRN37TH FLOOR | LOS ANGELES | CA | 90071 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $1,000 | |
| EDUCATORS FOR EXCELLENCE INC | |||||||
| 80 PINE STREET 28TH FLOOR | NEW YORK | NY | 10005 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $250,000 | |
| EMERALD CITIES COLLABORATIVE INC | |||||||
| 1140 CONNECTICUT AVENUESUITE 900B | WASHINGTON | DC | 20036 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $250,000 | |
| ENCORPS | |||||||
| 2121 AVENUE OF THE STARS SUITE 2020 | LOS ANGELES | CA | 90067 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $100,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $500,000 | |
| EXPANDED LEARNING ALLIANCE EXPANDLA | |||||||
| 4323 BERENICE AVENUE | LOS ANGELES | CA | 90031 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $70,000 | |
| FOOD FORWARD INC | |||||||
| 7412 FULTON AVE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $50,000 | |
| FORDHAM UNIVERSITY | |||||||
| 150 W 62ND STREET | NEW YORK | NY | 10023 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $25,000 | |
| GREAT PUBLIC SCHOOLS NOW | |||||||
| 1150 S OLIVE STREET SUITE 1325 | LOS ANGELES | CA | 90015 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $2,125,000 | |
| GREEN DOT PUBLIC SCHOOLS | |||||||
| 1149 SOUTH HILL STREETSUITE 600 | LOS ANGELES | CA | 90015 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $250,000 | |
| HEART OF LOS ANGELES YOUTH INC | |||||||
| 2701 WILSHIRE BOULEVARD SUITE 100 | LOS ANGELES | CA | 90057 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $37,000 | |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $1,000 | |
| HIDDEN GENIUS PROJECT | |||||||
| 1441 FRANKLIN STFOURTH FLOOR | OAKLAND | CA | 94612 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $10,000 | |
| HOMEBOY INDUSTRIES | |||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $50,000 | |
| HOMEBOY INDUSTRIES | |||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $2,500 | |
| INNOVATE PUBLIC SCHOOLS | |||||||
| 1400 PARKMOOR AVE SUITE 240 | SAN JOSE | CA | 95126 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $383,333 | |
| JOBS TO MOVE AMERICA | |||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $200,000 | |
| KARSH FAMILY SOCIAL SERVICE CENTER INC | |||||||
| 3750 WEST 6TH STREET | LOS ANGELES | CA | 90020 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $5,000 | |
| KIPP SOCAL PUBLIC SCHOOLS | |||||||
| 1933 SOUTH BROADWAY SUITE 1144 | LOS ANGELES | CA | 90007 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $5,000 | |
| LA PROMISE FUND | |||||||
| 1933 S BROADWAY 1108 | LOS ANGELES | CA | 90007 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $650,000 | |
| LA'S BEST | |||||||
| 200 NORTH SPRING STREET SUITE M-120 | LOS ANGELES | CA | 90012 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $14,425 | |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $10,000 | |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 WEST 5TH STREET | LOS ANGELES | CA | 90071 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $13,416 | |
| LOS ANGELES ALLIANCE FOR A NEW ECONOMY | |||||||
| 464 LUCAS AVENUESUITE 202 | LOS ANGELES | CA | 90017 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $610,000 | |
| LOS ANGELES BLACK WORKER CENTER | |||||||
| 5350 CRENSHAW BLVD | LOS ANGELES | CA | 90043 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $400,000 | |
| LOS ANGELES BROTHERHOOD CRUSADE | |||||||
| 200 E SLAUSON AVE | LOS ANGELES | CA | 90011 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $3,000 | |
| LOS ANGELES CLEANTECH INCUBATOR | |||||||
| 525 SOUTH HEWITT STREET | LOS ANGELES | CA | 90013 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $760,000 | |
| LOS ANGELES OPERA COMPANY | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $33,160 | |
| MICHIGAN STATE UNIVERSITY | |||||||
| 450 ADMINISTRATION BLDG | EAST LANSING | MI | 48824 | PC | EDUCATION - ENDOWMENT FOR THE ELI BROAD COLLEGE OF BUSINESS | $3,000,000 | |
| MICHIGAN STATE UNIVERSITY | |||||||
| 450 ADMINISTRATION BLDG | EAST LANSING | MI | 48824 | PC | EDUCATION - SUPPORT FOR THE CONSTRUCTION OF THE GRADUATE PROGRAMS PAVILION | $2,000,000 | |
| MIDNIGHT MISSION | |||||||
| 396 S LOS ANGELES STREET | LOS ANGELES | CA | 90013 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $5,000 | |
| MIRACLE MESSAGES | |||||||
| 845 MARKET STREET SUITE 450 | SAN FRANCISCO | CA | 94103 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $50,000 | |
| MUSIC CENTER | |||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $38,500 | |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | ENVIRONMENT - INVESTMENT TO INCREASE HEALTHY LIVING ENVIRONMENTS, PARTICULARLY FOR HISTORICALLY MARGINALIZED COMMUNITIES | $250,000 | 300 |
| PS ARTS | |||||||
| 6701 CENTER DRIVE W SUITE 550 | LOS ANGELES | CA | 90045 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $5,000 | |
| PACOIMA BEAUTIFUL | |||||||
| 13520 VAN NUYS BLVD SUITE 200 | PACOIMA | CA | 91331 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $403,000 | |
| PARTNERSHIP FOR CHILDREN AND YOUTH | |||||||
| 1121 L STREET SUITE 205 | SACRAMENTO | CA | 95814 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $279,500 | |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | |||||||
| 1055 WILSHIRE BLVD SUITE 1850 | LOS ANGELES | CA | 90017 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $350,000 | |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 W 30TH STREET | LOS ANGELES | CA | 90007 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $340,333 | |
| PROPEL AMERICA | |||||||
| 800 BOYLSTON STPO BOX 990443 | BOSTON | MA | 02199 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $100,000 | |
| PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA | |||||||
| 2900 W ALAMEDA AVE | BURBANK | CA | 91505 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $2,500 | |
| PUENTE LEARNING CENTER | |||||||
| 501 SOUTH BOYLE AVENUE | LOS ANGELES | CA | 90033 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $2,500 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $15,000 | |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 NORTH SEPULVEDA BOULEVARD | LOS ANGELES | CA | 90049 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $25,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 N ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $19,700 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $151,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $2,000 | |
| STRATEGIC CONCEPTS IN ORGANIZING AND POLICY EDUCATION | |||||||
| 1715 W FLORENCE AVE | LOS ANGELES | CA | 90047 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $200,000 | |
| TEACH FOR AMERICA | |||||||
| 606 S OLIVE STREET 300 | LOS ANGELES | CA | 90014 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $2,500 | |
| THE ART OF PROBLEM SOLVING INITIATIVE INC | |||||||
| 55 EXCHANGE PL SUITE 603 | NEW YORK | NY | 10005 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $500,000 | |
| THE BROAD ART FOUNDATION | |||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | POF | ARTS - TO SUPPORT ART COLLECTION AND LENDING ACTIVITIES | $28,000,000 | |
| THE BROAD | |||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | POF | ARTS - SUPPORT PLEDGE FOR FREE GENERAL ADMISSION CONTEMPORARY ART MUSEUM IN LOS ANGELES | $6,000,000 | |
| THE BROAD | |||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | POF | ARTS - OPERATING SUPPORT FOR FREE GENERAL ADMISSION CONTEMPORARY ART MUSEUM IN LOS ANGELES | $2,525,303 | |
| THE BROAD | |||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | POF | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $692,297 | |
| THE DETROIT INSTITUTE OF ARTS | |||||||
| 5200 WOODWARD AVENUE | DETROIT | MI | 48202 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $100,000 | |
| THE GREENLINING INSTITUTE | |||||||
| 360 14TH STREET 2ND FLOOR | OAKLAND | CA | 94612 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $255,000 | |
| THE LOS ANGELES TRUST FOR CHILDREN'S HEALTH | |||||||
| 333 SOUTH BEAUDRY 29TH FLOOR | LOS ANGELES | CA | 90017 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $5,000 | |
| THE MAYOR'S FUND FOR LOS ANGELES | |||||||
| 200 N SPRING ST SUITE 305B | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $50,000 | |
| THE MAYOR'S FUND FOR LOS ANGELES | |||||||
| 200 N SPRING ST SUITE 305B | LOS ANGELES | CA | 90012 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $110,000 | |
| THE MAYOR'S FUND FOR LOS ANGELES | |||||||
| 200 N SPRING ST SUITE 305B | LOS ANGELES | CA | 90012 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $370,000 | |
| THE SEED SCHOOL OF LOS ANGELES COUNTY | |||||||
| 1990 SOUTH BUNDY DRIVE SUITE 340 | LOS ANGELES | CA | 90025 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $200,000 | |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD 1400 | LOS ANGELES | CA | 90024 | PC | SCI & MED RESEARCH - REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCLA | $5,000,000 | |
| UNITED WAY OF GREATER LOS ANGELES | |||||||
| 1150 S OLIVE STREET T500 | LOS ANGELES | CA | 90015 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $50,000 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||
| 220 MONTGOMERY STREET FLOOR 5 | SAN FRANCISCO | CA | 94104 | PC | SCI & MED RESEARCH - REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCSF | $5,000,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $100,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | PC | SCI & MED RESEARCH - REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT USC | $5,000,000 | |
| URBAN TXT TEENS EXPLORING TECHNOLOGY | |||||||
| 3655 SOUTH GRAND AVENUE NUMBER 220 | LOS ANGELES | CA | 90007 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $10,000 | |
| VENICE FAMILY CLINIC FOUNDATION | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $11,000 | |
| WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS | |||||||
| 9911 WEST PICO BOULEVARD SUITE 680 | LOS ANGELES | CA | 90035 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $2,500 | |
| WOMEN IN NON TRADITIONAL EMPLOYMENT ROLES | |||||||
| 29000 S WESTERN AVE SUITE 301 | RANCHO PALOS VERDES | CA | 90275 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $2,500 | |
| WOMEN'S GUILD CEDARS SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD 2416 | WEST HOLLYWOOD | CA | 90048 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $3,000 | |
| WORKER EDUCATION & RESOURCE CENTER INC | |||||||
| 1545 WILSHIRE BLVD SUITE 500 | LOS ANGELES | CA | 90017 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $625,000 | |
| YALE UNIVERSITY | |||||||
| 165 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | PC | EDUCATION - TO ENDOW AND ESTABLISH THE BROAD CENTER AT THE YALE SCHOOL OF MANAGEMENT | $16,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,319,231 | 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 | $6,013 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,447,885 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $115,725,169 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| DEFERRED TAX BENEFIT | 01 | $8,507,014 | |
| ACCRUED INCOME | $72,292 | ||
| SOFTWARE LIMITATION: REVERSE GILTI INVEST INCOME FLOWING THRU AS BOOK | -$25,029 | ||
| SECTION 951A GILTI | $25,029 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $129,686,081 | ExclusionAmt |
| Related Or Exempt Function Incm | $72,292 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,758,373 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11B | INCOME ACCRUAL RELATED TO CHARITABLE EXPENSES |
| 11C | REVERSAL OF SOFTWARE LIMITATION, NOT A RELATED ACTIVITY |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ELI BROAD | ||||||
| 1 | 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | $5,482,119 | Yes (X) |
| THE BROAD CENTER | ||||||
| 2 | 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | $515,771 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX FEES | CategoryTxt |
| Amt | $246,663 | Amt |
| Net Investment Income | $59,288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $192,712 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| THE BROAD | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2021-05-03 | $7,600,000 | ARTS - GENERAL SUPPORT | $7,600,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 6/23/2022 FINAL |
| THE BROAD | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2021-12-22 | $1,920,740 | SUPPORTING MUSEUM OPERATIONS AND INCREASED COSTS DUE TO INFLATION | $1,920,740 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 6/23/2022 FINAL |
| THE BROAD ART FOUNDATION | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2021-12-01 | $28,000,000 | ARTS - TO SUPPORT ART LENDING ACTIVITIES | $28,000,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 10/3/2022 FINAL |
| THE BROAD | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2022-05-18 | $6,000,000 | ARTS - GENERAL SUPPORT PLEDGE | $6,000,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 6/27/2023 |
| THE BROAD | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2022-12-23 | $2,525,303 | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $2,525,303 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 6/27/2023 |
| BREAKWATER STUDIOS LTD | |||||||||
| 4655 KINGSWELL AVE SUITE 201 | LOS ANGELES | CA | 90027 | 2022-09-26 | $300,000 | CIVIC AND COMMUNITY - TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES. | $39,985 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 9/14/2023 |
| THE BROAD | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2022-12-27 | $692,297 | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES. | $0 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 9/14/2023 |
| CHARTER SCHOOL GROWTH FUND | |||||||||
| 10901 W 120TH AVE SUITE 450 | BROOMFIELD | CO | 80021 | 2019-06-16 | $600,000 | LOS ANGELES AND NATIONAL FUND SUPPORT | $600,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 04/30/2020, 04/29/2022 FINAL |
| THE BROAD ART FOUNDATION | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2022-03-31 | $28,000,000 | TO SUPPORT ART LENDING ACTIVITIES | $28,000,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 6/27/2023 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990PF, PART VI-B, LINE 1A(3) | STATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIREDPART VI-B, LINE 1A(3)THERE ARE DISQUALIFIED PERSONS WHO FURNISH THE FOUNDATION WITH IN-KIND SERVICES AND USE OF FACILITIES IN ORDER TO GOVERN THE FOUNDATION'S CHARITABLE ACTIVITIES. THE SERVICES ARE PROVIDED FREE OF CHARGE. THESE ACTIVITIES ARE NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(C). |
| FORM 990-PF, PART VII, LINE 1 AND 3 | MS. RILEY'S COMPENSATION IS PART OF THE FEES CHARGED BY FAMILY OFFICE FINANCIAL SERVICES, LLC (FOFS). THE PORTION OF FEES CHARGED BY FOFS ARE BASED ON AN ALLOCATION OF TIME THAT MS. RILEY DEVOTES TO THE ELI AND EDYTHE BROAD FOUNDATION SEPARATE FROM HER DUTIES AS A TRUSTEE. NO ADJUSTMENTS HAVE BEEN MADE TO THE AMOUNTS ON PART I LINE 13 OR PART VII, LINE 3. |
| FORM 990-PF, PART VI-A, LINE 11 | SCHEDULE OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:ASHTON HOLDINGS300 SOUTH GRAND AVEANUE, SUITE 1800LOS ANGELES, CA 90071EMPLOYER IDENTIFICATION NUMBER:98-0579270DESCRIPTION OF TRANSFER:DISTRIBUTION FROM UNDERLYING PARTNERSHIPAMOUNT OF TRANSFER:225,241---------------------------------------------------------------------------------------------SCHEDULE OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:RREF FOUNDATION INVESTORS, LP200 SOUTH BISCAYNE BLVD SUITE 3550MIAMI, FL 33131EMPLOYER IDENTIFICATION NUMBER:27-4027025DESCRIPTION OF TRANSFER:DISTRIBUTIONAMOUNT OF TRANSFER:718,008---------------------------------------------------------------------------------------------SCHEDULE OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:SOF-VIII INVESTOR XIV5 OLD BROAD STREETLONDON, UK EC2N IDWEMPLOYER IDENTIFICATION NUMBER:98-0590326DESCRIPTION OF TRANSFER:DISTRIBUTION FROM UNDERLYING PARTNERSHIPAMOUNT OF TRANSFER:20,770 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIRBNB | $6,204,393 | $6,204,393 |
| ROBLOX (RBLX) | $1,090,900 | $1,090,900 |
| SNOWFLAKE | $2,416,352 | $2,416,352 |
| PROCORE TECHNOLOGIES | $1,078,912 | $1,078,912 |
| LEGALZOOM | $184,359 | $184,359 |
| AMAZON | $54,099,360 | $54,099,360 |
| DATADOG | $2,444,537 | $2,444,537 |
| UBER | $1,260,711 | $1,260,711 |
| EQT CORP | $7,015,496 | $7,015,496 |
| SPRINKLR INC (CXM) | $1,235,132 | $1,235,132 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY SECURITIES | FMV | $310,126,923 | $310,126,923 |
| INTERNATIONAL EQUITY | FMV | $133,465,114 | $133,465,114 |
| MULTI STRATEGY FUNDS | FMV | $292,258,263 | $292,258,263 |
| DISTRESSED PRIVATE EQUITY | FMV | $99,268,049 | $99,268,049 |
| REAL ESTATE FUNDS AND OTHER HARD ASSETS | FMV | $73,304,887 | $73,304,887 |
| DERIVATIVES | FMV | $1,393,717 | $1,393,717 |
| INTERNATIONAL FIXED INCOME | FMV | $41,789,179 | $41,789,179 |
| PRIVATE EQUITY PARTNERSHIPS | FMV | $488,365,051 | $488,365,051 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $137,034 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $132,918 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $3,000,000 | $3,000,000 | $3,000,000 |
| OTHER CURRENT ASSETS | $3,489 | $25,479 | $25,479 |
| INVESTMENT REDEMPTION RECEIVABLE | $4,313,445 | $24,542,387 | $24,542,387 |
| INTEREST RECEIVABLE | $1,442 | $987,234 | $987,234 |
| PAYROLL SUSPENSE | $1,345 | $1,345 | $1,345 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $609,076,973 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $30,132 | $30,132 | $0 |
| OFFICE AND ADMINISTRATIVE EXPENSE | $140,194 | $0 | $138,291 |
| MEETINGS & CONFERENCES | $15,859 | $0 | $15,859 |
| INSURANCE | $49,658 | $0 | $49,657 |
| PASS THROUGH OTHER INVESTMENT EXPENSES | $0 | $8,448,143 | $0 |
| DIRECT PROGRAM EXPENSE | $15,739 | $0 | $11,939 |
| MEDIA | $11,028 | $0 | $11,027 |
| BUSINESS GIFTS | $1,651 | $0 | $1,651 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME - PARTNERSHIP PASS THROUGH | $0 | $3,422,720 | $0 |
| SUBPART F INCOME | $0 | $95,313 | $0 |
| TAXABLE CONTRIBUTIONS | $0 | $5,482,119 | $0 |
| DEFERRED TAX BENEFIT | $8,507,014 | $8,507,014 | |
| ACCRUED INCOME | $72,292 | $0 | $0 |
| SOFTWARE LIMITATION: REVERSE GILTI INVEST INCOME FLOWING THRU AS BOOK | -$25,029 | -$25,029 | |
| SECTION 951A GILTI | $25,029 | $25,029 | $25,029 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $16,177,791 | BOYBookValueAmt |
| EOY Book Value | $7,670,777 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $4,052,339 | $2,448,656 | $0 |
| PROFESSIONAL SERVICE FEES | $1,675,179 | $0 | $1,675,179 |
| PROGRAM SUPPORT | $397,506 | $0 | $453,684 |
| PUBLIC RELATIONS | $160,000 | $0 | $160,000 |
| TECHNOLOGY | $6,055 | $0 | $4,500 |
| GRANT RELATED PROFESSIONAL FEES | $2,500 | $0 | $2,500 |
| OTHER PROFESSIONAL FEES | $28,964 | $0 | $27,904 |
| RECRUITING | $148,673 | $0 | $147,329 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE AND DEFERRED TAX | $175,000 | $0 | $0 |
| STATE TAXES AND FILING FEES | $388,416 | $0 | $1,000 |
| FOREIGN TAXES | $0 | $426,480 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ISP CO-INVEST LP (SERIES H) | ||||||||||
| 394 PACIFIC AVENUE 2ND FL | SAN FRANCISCO | CA | 94111 | 471594356 | DISTRIBUTION | $35,883 | ||||
| RREF FOUNDATION INVESTORS LP | ||||||||||
| 200 SOUTH BISCAYNE BLVD SUITE 3550 | MIAMI | FL | 33131 | 274027025 | DISTRIBUTION | $0 | ||||
| SOF-VIII INVESTOR XIV | ||||||||||
| 980590326 | DISTRIBUTIONS FROM UNDERLYING PARTNERSHIP | $0 | 5 OLD BROAD STREET | LONDON | UK | EC2N IDW | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,266,795 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISP CO-INVEST LP (SERIES H) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 394 PACIFIC AVENUE 2ND FL | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471594356 | EIN |
| Desc | CAPITAL CONTRIBUTION | Desc |
| Amt | $35,883 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,883 | TotalAmt |