WHH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WHH FOUNDATION (EIN 20-0775264)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-16
- IRS object ID
- 202343209349101649
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-16T19:59:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954835865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOEHNER ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 730 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | 200775264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHHF | BusinessNameControlTxt |
| Phone | 6264496321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 AVONDALE ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLEY A PURNELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6264496321 | PhoneNum |
| Signature | 2023-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KELLEY | PersonFirstNm |
| Person Last | PURNELL | 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 | KRISTIN CREIGHTON | PreparerPersonNm |
| PTIN | P00216922 | PTIN |
| Phone | 6264496321 | PhoneNum |
| Preparation | 2023-11-16 | 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 | $79,414,491 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,020,552 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $255 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $255 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,471,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,471,302 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$826,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,846,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $45,381 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $45,381 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,711,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,516,938 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $63,346 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,167 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,844 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $113,327 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,631 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $65,081 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,828 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,066 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,317 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,364 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,353 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $253,619 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $136,334 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,638 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $77,009 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,040 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,047 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $64,243 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,214 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $56,356 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,718 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $676 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,309 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $674,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $181,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $319,945 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,646,276 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,646,276 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,320,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $181,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,966,221 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,390,410 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,335,446 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $305,534 | CashBOYAmt |
| Cash EOY | $425,452 | CashEOYAmt |
| Cash EOYFMV | $425,452 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,834,763 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,888,161 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,888,161 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,281,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,931,800 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $107,250 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $113,836 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $45,500 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $36,237,501 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $76,169,140 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,123,578 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $70,485,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,877,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $79,414,491 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,903 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $936 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,903 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $936 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $70,476,145 | RetainedEarningBOYAmt |
| Retained Earning EOY | $88,876,849 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,476,145 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,876,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,485,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,877,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,476,145 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,390,410 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,010,294 | OtherIncreasesAmt |
| Subtotal | $88,876,849 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,876,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2022-01-01 | 2022-12-31 | $1,362,266 | $1,599,304 | -$237,038 | -$237,038 |
| PUBLICLY TRADED SECURITIES | D | 2021-01-01 | 2022-12-31 | $3,249,301 | $4,427,084 | -$1,177,783 | -$1,177,783 |
| PUBLICLY TRADED SECURITIES | P | 2022-01-01 | 2022-12-31 | $4,642,230 | $4,646,768 | -$4,538 | -$4,538 |
| CAPITAL GAINS DIVIDENDS | P | $593,055 | $593,055 | $593,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$826,304 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,563 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,563 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,563 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,293 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $37,293 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,730 | OverpaymentAmt |
| Applied To ES Tax | $18,730 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WHH-FOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264496321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 AVONDALE ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | 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 | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| KELLEY A PURNELL | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | TREASURER | 2.00 | $0 | $0 | $0 |
| MARK L PURNELL | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | CHAIR | 3.00 | $0 | $0 | $0 |
| BERNADETTE GLENN | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | PRESIDENT(PART-YR)/BOARD MEMB(FULL-YR) | 20.00 | $63,346 | $0 | $4,553 |
| KRISTEN S PURNELLL | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | SECRETARY AND FAMILY COUNCIL CHAIR | 3.00 | $0 | $0 | $0 |
| MICHAEL T KERR | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | INVESTMENT COMMITTEE CHAIR | 2.00 | $0 | $0 | $0 |
| DOUGLAS S MURRAY | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| COURTNEY MACMILLAN | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| EVE-LYNNE MURRAY | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| LUKAS LIEBISCHER | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | XENIA EMMANUEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 AVONDALE ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR OF OPERATIO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $59,283 | CompensationAmt |
| Employee Benefits | $5,495 | EmployeeBenefitsAmt |
| Expense Account | $1,145 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAPITAL GROUP PRIVATE CLIENT SERVICES | |||||
| 11100 SANTA MONICA BLVD 16TH FL | LOS ANGELES | CA | 90025 | ADVISORY | $134,544 |
| XENIA EMMANUEL | |||||
| 16545 SWEET GUM LANE | WHITTIER | CA | 90603 | CONSULTING | $62,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $59,977,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,702,710 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $511,280 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,191,852 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $77,191,852 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,157,878 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,033,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,801,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,801,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,563 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,563 | TotalTaxAmt |
| Distributable Before Adj | $3,783,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,783,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,783,136 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,966,221 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,966,221 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,783,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $56,524 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,369 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,920 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $223,713 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,332,629 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,687,155 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,966,221 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,966,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $816,915 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $816,915 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $870,240 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $870,240 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $870,240 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ASPEN HOPE CENTER | |||||||
| PO BOX 1115 | BASALT | CO | 81621 | PC | GENERAL SUPPORT | $5,000 | |
| ASPEN PUBLIC RADIO | |||||||
| 110 EAST HALLAM ST STE 134 | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $2,500 | |
| ASPEN SANTA FE BALLET | |||||||
| 0245 SAGE WAY | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $50,000 | |
| ASPEN SPORTS MEDICINE FOUNDATION | |||||||
| 725 VINE STREET | ASPEN | CO | 81611 | PC | PROGRAM/PROJECT SUPPORT | $25,000 | |
| ASPEN YOUTH CENTER | |||||||
| PO BOX 8266 | ASPEN | CO | 81612 | PC | GENERAL SUPPORT | $5,000 | |
| ATHENAEUM PRESERVATION FUND | |||||||
| 551 SOUTH HILL AVE | PASADENA | CA | 91106 | PC | GENERAL SUPPORT | $1,000 | |
| BENDFILM INC | |||||||
| 1000 NORTHWEST WALL STREET SUITE | BEND | OR | 97703 | PC | PROGRAM/PROJECT SUPPORT | $8,000 | 240 |
| BIRCH COMMUNITY SERVICES INC | |||||||
| 17780 NE SAN RAFAEL STREET | PORTLAND | OR | 97230 | PC | PROGRAM/PROJECT SUPPORT | $35,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 SOUTH FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $15,000 | |
| CALIFORNIA COUNCIL ON SCIENCE & TECHNOLOGY (CCST) | |||||||
| 5005 LA MART DRIVE SUITE 105 | RIVERSIDE | CA | 92507 | PC | GENERAL SUPPORT | $100,000 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | PC | GENERAL SUPPORT | $10,000 | |
| CALTECH | |||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91106 | PC | PROGRAM/PROJECT SUPPORT | $10,000 | |
| CANCER SUPPORT COMMUNITY PASADENA | |||||||
| 76 E DEL MAR BLVD STE 215 | PASADENA | CA | 91105 | PC | GENERAL SUPPORT | $15,000 | |
| CASA OF CENTRAL OREGON | |||||||
| 1029 NW 14TH ST | BEND | OR | 97703 | PC | GENERAL SUPPORT | $5,000 | |
| CATHOLIC CHARITIES LABOURE CENTER | |||||||
| 275 WEST BROADWAY | SOUTH BOSTON | MA | 02127 | PC | PROGRAM/PROJECT SUPPORT | $60,000 | |
| CENTER FOR THE STUDY OF THE PRESIDENCY & CONGRESS | |||||||
| 601 13TH STREET NW SUITE 1050N | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $10,000 | |
| CENTRAL CITY HOSPITALITY | |||||||
| 290 TURK STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $5,000 | |
| CHANDLER SCHOOL | |||||||
| 1005 ARMADA DRIVE | PASADENA | CA | 91103 | PC | GENERAL SUPPORT | $22,000 | |
| CHILDREN'S HOSPITAL OF LA | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | PC | PROGRAM/PROJECT SUPPORT | $166,000 | |
| CLAREMONT GRADUATE UNIVERSITY | |||||||
| 150 E 10TH ST | CLAREMONT | CA | 91773 | PC | PROGRAM/PROJECT SUPPORT | $20,000 | |
| CLOCKSHOP | |||||||
| 2806 CLEARWATER ST | LOS ANGELES | CA | 90039 | PC | GENERAL SUPPORT | $2,500 | |
| COMPOST CULTURE | |||||||
| 1913 OAK STREET | PASADENA | CA | 91030 | PC | GENERAL SUPPORT | $5,000 | |
| DESCHUTES COUNTY CHILDREN'S FOUNDATION | |||||||
| 1010 NW 14TH STREET | BEND | OR | 97703 | PC | GENERAL SUPPORT | $5,000 | |
| EDUCATORS 4 EXCELLENCE-LOS ANGELES | |||||||
| 448 SOUTH HILL STREET SUITE 708 | LOS ANGELES | CA | 90013 | PC | GENERAL SUPPORT | $5,000 | |
| ENGLISH IN ACTION | |||||||
| P O BOX 4856 | BASALT | CO | 81621 | PC | GENERAL SUPPORT | $5,000 | |
| ENTREGA | |||||||
| PO BOX 2805 | CHARLOTTESVILLE | VA | 22902 | PC | GENERAL SUPPORT | $30,000 | |
| EVERY CHILD CENTRAL OREGON | |||||||
| PO BOX 953 | REDMOND | OR | 97756 | PC | GENERAL SUPPORT | $10,000 | |
| FAMILY ACCESS NETWORK FOUNDATION | |||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | PC | GENERAL SUPPORT | $5,000 | |
| FOOD FORWARD | |||||||
| 7412 FULTON AVE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | GENERAL SUPPORT | $15,000 | |
| FOOTHILL FAMILY SERVICE | |||||||
| 2500 E FOOTHILL BLVD SUITE 300 | PASADENA | CA | 91107 | PC | GENERAL SUPPORT | $105,000 | |
| FRIENDS OF THE FUTURE | |||||||
| PO BOX 2655 | KAMUELA | HI | 96743 | PC | GENERAL SUPPORT | $5,000 | |
| GENESIS LA ECONOMIC GROWTH CORPORATION | |||||||
| 801 SOUTH GRAND AVENUE SUITE 775 | LOS ANGELES | CA | 90017 | PC | GENERAL SUPPORT | $10,000 | |
| GIRLS ATHLETIC LEADERSHIP SCHOOL DENVER (GALS) | |||||||
| 750 GALAPAGO STREET | DENVER | CO | 80204 | PC | PROGRAM/PROJECT SUPPORT | $15,000 | |
| GOOD CITY MENTORS | |||||||
| 103 N CASWELL AVE | SOUTHPORT | NC | 28461 | PC | GENERAL SUPPORT | $2,500 | |
| GRACE INSTITUTE | |||||||
| 40 RECTOR STREET 14TH FLOOR | NEW YORK | NY | 91108 | PC | GENERAL SUPPORT | $5,000 | |
| HOAG HOSPITAL FOUNDATION | |||||||
| 330 PLACENTIA AVENUE SUITE 100 | NEWPORT BEACH | CA | 92663 | PC | PROGRAM/PROJECT SUPPORT | $30,000 | |
| HOMELESS GARDEN PROJECT | |||||||
| PO BOX 617 | SANTA CRUZ | CA | 95061 | PC | GENERAL SUPPORT | $20,000 | |
| HOW KIDS LEARN FOUNDATION | |||||||
| 467 RICH STREET | OAKLAND | CA | 94609 | PC | GENERAL SUPPORT | $15,000 | |
| HUDSON INSTITUTE | |||||||
| 1201 PENNSYLVANIA AVE NW SUITE 400 | WASHINGTON | DC | 20004 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | PC | PROGRAM/PROJECT SUPPORT | $160,000 | |
| HUNTINGTON MEMORIAL HOSPITAL | |||||||
| 100 W CALIFORNIA BLVD | PASADENA | CA | 91105 | PC | GENERAL SUPPORT | $10,000 | |
| IDYLLWILD ARTS FOUNDATION | |||||||
| 52500 TEMECULA ROAD | IDYLLWILD | CA | 92549 | PC | GENERAL SUPPORT | $10,000 | |
| INDEXICAL INC | |||||||
| 246 8TH AVE | SANTA CRUZ | CA | 95062 | PC | GENERAL SUPPORT | $5,000 | |
| IRISH EDUCATIONAL FOUNDATION INC | |||||||
| 19 CROSS STREET | MEDFIELD | MA | 05052 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| J BAR J YOUTH SERVICES | |||||||
| 62895 HAMBY ROAD | BEND | OR | 97701 | PC | GENERAL SUPPORT | $5,000 | |
| JEFFERSON SCHOLARS FOUNDATION | |||||||
| 112 CLARKE CT | CHARLOTTESVILLE | VA | 22903 | PC | PROGRAM/PROJECT SUPPORT | $30,000 | |
| KAUAI MUSIC FESTIVAL | |||||||
| PO BOX 2575 | KAMEULA | HI | 96743 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| KIDS CONNECT | |||||||
| 535 SPRUCE STREET | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $6,250 | |
| LA84 FOUNDATION | |||||||
| 2141 WEST ADAMS BLVD | LOS ANGELES | CA | 90018 | PC | PROGRAM/PROJECT SUPPORT | $55,000 | |
| LA-MS | |||||||
| 3051 NORTH COOLIDGE AVENUE | LOS ANGELES | CA | 90039 | PC | GENERAL SUPPORT | $10,000 | |
| LEADERSHIP PASADENA | |||||||
| 75 S GRAND AVE | PASADENA | CA | 91105 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 W FIFTH ST | LOS ANGELES | CA | 90071 | PC | PROGRAM/PROJECT SUPPORT | $50,000 | |
| LOS ANGELES PHILHARMONIC | |||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $25,000 | |
| LOS ANGELES RIVER STATE PARK PARTNERS | |||||||
| 1799 BAKER STREET | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $2,500 | |
| LOST ANGELS CHILDREN'S PROJECT | |||||||
| 45059 TREAVOR AVENUE | LANCASTER | CA | 93534 | PC | GENERAL SUPPORT | $10,000 | |
| MILKEN INSTITUTE | |||||||
| 1250 4TH STREET | SANTA MONICA | CA | 90401 | PC | GENERAL SUPPORT | $15,000 | |
| MOSAIC PROJECT | |||||||
| 478 SANTA CLARA AVE SUITE 200 | OAKLAND | CA | 94610 | PC | GENERAL SUPPORT | $5,000 | |
| MOTHER'S GRACE | |||||||
| 11440 NORTH SAINT ANDREWS WAY | SCOTTSDALE | AZ | 85254 | PC | GENERAL SUPPORT | $6,000 | |
| MOUNTAIN STAR FAMILY RELIEF NURSERY | |||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | PC | PROGRAM/PROJECT SUPPORT | $42,500 | |
| MPAC | |||||||
| 4988 NORTH FIGUEROA STREET | LOS ANGELES | CA | 90042 | PC | GENERAL SUPPORT | $5,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NORTHWEST SUITE 550 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $2,500 | |
| NIAD ART CENTER | |||||||
| 551 23RD STREET | RICHMOND | CA | 94804 | PC | GENERAL SUPPORT | $5,000 | |
| OHSU FOUNDATION | |||||||
| 1121 SOUTHWEST SALMON STREET | PORTLAND | OR | 97205 | PC | PROGRAM/PROJECT SUPPORT | $186,392 | |
| PEO FOUNDATION | |||||||
| 3700 GRAND AVE | DES MOINES | IA | 50312 | PC | GENERAL SUPPORT | $2,500 | |
| PACIFIC OAKS CHILDREN'S SCHOOL | |||||||
| 55 EUREKA STREET | PASADENA | CA | 91103 | PC | GENERAL SUPPORT | $5,000 | |
| PARA LOS NINOS | |||||||
| 5000 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | PC | GENERAL SUPPORT | $100,000 | |
| PASADENA ART ALLIANCE | |||||||
| 464 E WALNUT ST STE 226 | PASADENA | CA | 91101 | PC | GENERAL SUPPORT | $5,000 | |
| PASADENA CITY COLLEGE FOUNDATION INC | |||||||
| 1570 E COLORADO BLVD | PASADENA | CA | 91106 | PC | GENERAL SUPPORT | $5,000 | |
| PASADENA PLAYHOUSE | |||||||
| 600 PLAYHOUSE ALLEY SUITE 300 | PASADENA | CA | 91101 | PC | GENERAL SUPPORT | $5,000 | |
| PBS SOCAL KOCE-TV FOUNDATION | |||||||
| 3080 BRISTOL STREET SUITE 100 | COSTA MESA | CA | 92626 | PC | GENERAL SUPPORT | $15,000 | |
| PIH HEALTH FOUNDATION | |||||||
| 12401 WASHINGTON BOULEVARD | WHITTIER | CA | 90602 | PC | GENERAL SUPPORT | $5,000 | |
| PLANNED PARENTHOOD OF LOS ANGELES | |||||||
| 1045 N LAKE AVE | PASADENA | CA | 91104 | PC | GENERAL SUPPORT | $30,000 | |
| POWERMYLEARNING INC | |||||||
| 228 PARK AVENUE SOUTH PMB 16373 | NEW YORK | NY | 10003 | PC | GENERAL SUPPORT | $10,000 | |
| PROJECT THIRTY FOUR | |||||||
| 7047 E OSAGE AVENUE | MESA | AZ | 85212 | PC | GENERAL SUPPORT | $28,500 | |
| PUBLIC COUNSEL | |||||||
| 610 SOUTH ARDMORE AVENUE | LOS ANGELES | CA | 90005 | PC | GENERAL SUPPORT | $5,000 | |
| PUEBLO NUEVO EDUCATION AND DEVELOPMENT GROUP | |||||||
| 3435 W TEMPLE STREET | LOS ANGELES | CA | 90026 | PC | PROGRAM/PROJECT SUPPORT | $100,000 | |
| ROARING FORK VALLEY STORYTELLERS | |||||||
| 121 DANIEL DRIVE | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $2,500 | |
| SAN MARINO PUBLIC LIBRARY FDTN | |||||||
| 1890 HUNTINGTON DRIVE | SAN MARINO | CA | 91108 | PC | GENERAL SUPPORT | $1,000 | |
| SAN MARINO SCHOOLS FOUNDATION | |||||||
| 1665 WEST DRIVE | SAN MARINO | CA | 91108 | PC | GENERAL SUPPORT | $13,000 | |
| SANTA FE INSTITUTE | |||||||
| 1399 HYDE PARK ROAD | SANTA FE | NM | 87501 | PC | GENERAL SUPPORT | $25,000 | |
| SILICON VALLEY SOCIAL VENTURE FUND | |||||||
| 350 TWIN DOLPHIN DRIVE SUITE 103 | REDWOOD CITY | CA | 94065 | PC | GENERAL SUPPORT | $10,000 | |
| SOCIAL VENTURE PARTNERS LOS ANGELES | |||||||
| 8055 W MANCHESTER AVE STE 405 | PLAYA DEL REY | CA | 90293 | PC | GENERAL SUPPORT AND PROGRAM/PROJECT SUPPORT | $18,500 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 N ALAMEDA WAY SUITE 230 | LOS ANGELES | CA | 90012 | PC | PROGRAM/PROJECT SUPPORT | $46,134 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | PC | GENERAL SUPPORT | $25,000 | |
| STARTHROWER GROUP INC | |||||||
| 20 COMMERCE STREET | FLEMINGTON | NJ | 08822 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| SWIM WITH MIKE FOUNDATION | |||||||
| USC HERITAGE HALL 203B 3501 WATT | LOS ANGELES | CA | 900890602 | PC | GENERAL SUPPORT | $5,000 | WAY |
| TEACH FOR AMERICA | |||||||
| 606 S OLIVE STREET STE 300 | LOS ANGELES | CA | 90014 | PC | GENERAL SUPPORT | $50,000 | |
| THE ARTS COUNCIL OF MOORE COUNTY | |||||||
| 482 E CONNECTICUT AVE | SOUTHERN PINES | NC | 28387 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| THE ASPEN INSTITUTE | |||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | PC | GENERAL SUPPORT | $13,500 | |
| THE BRIGHTON JONES RICHER LIFE FOUNDATION | |||||||
| 2030 1ST AVENUE 3RD FLOOR | SEATTLE | WA | 98121 | PC | GENERAL SUPPORT | $10,000 | |
| THE KOHALA CENTER INC | |||||||
| PO BOX 437462 | KAMUELA | HI | 96743 | PC | GENERAL SUPPORT | $10,000 | |
| THE OXBOW SCHOOL | |||||||
| 530 THIRD STRETT | NAPA | CA | 94559 | PC | GENERAL SUPPORT | $5,000 | |
| THE WAVERLY SCHOOL | |||||||
| 67 WEST BELLEVUE DRIVE | PASADENA | CA | 91105 | PC | GENERAL SUPPORT | $5,000 | |
| THEODORE PAYNE FOUNDATION FOR WILD FLOWERS AND NATIVE PLANTS | |||||||
| 10459 TUXFORD STREET | SUN VALLEY | CA | 91352 | PC | GENERAL SUPPORT | $5,000 | |
| THREE BUTTERFLIES SIDS FOUNDATION DBA TEAM TAYLOR | |||||||
| 6715 N 3RD STREET | PHOENIX | AZ | 85012 | PC | GENERAL SUPPORT | $5,000 | |
| TOWER THEATRE FOUNDATION | |||||||
| 835 NW WALL STREET | BEND | OR | 97701 | PC | PROGRAM/PROJECT SUPPORT | $10,000 | |
| UCSF FOUNDATION | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | PC | PROGRAM/PROJECT SUPPORT | $225,000 | |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | PC | GENERAL SUPPORT | $50,000 | |
| USC - INSTITUTE ON CALIFORNIA AND THE WEST | |||||||
| 1035 GRANVILLE DRIVE | NEWPORT BEACH | CA | 92660 | PC | GENERAL SUPPORT AND PROGRAM/PROJECT SUPPORT | $105,000 | |
| VALUE SCHOOLS | |||||||
| 680 WILSHIRE PLACE SUITE 315 | LOS ANGELES | CA | 90005 | PC | GENERAL SUPPORT | $30,000 | |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | PC | GENERAL SUPPORT | $5,000 | |
| VISTAMAR SCHOOL | |||||||
| 737 HAWAII STREET | EL SEGUNDO | CA | 90245 | PC | GENERAL SUPPORT | $30,000 | |
| VIVER BRASIL DANCE COMPANY | |||||||
| 2141 NORTH GOWER STREET | LOS ANGELES | CA | 90068 | PC | GENERAL SUPPORT | $40,000 | |
| WHITMAN COLLEGE | |||||||
| 345 BOYER AVE | WALLA WALLA | WA | 99362 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| WOMEN'S FOUNDATION OF CALIFORNIA | |||||||
| 300 FRANK H OGAWA PLAZA STE 420 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $25,000 | |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| YMCA OF METROPOLITAN LOS ANGELES | |||||||
| 625 S NEW HAMPSHIRE AVENUE | LOS ANGELES | CA | 90005 | PC | GENERAL SUPPORT | $5,000 | |
| YOUNG AND HEALTHY | |||||||
| 37 N HOLLISTON AVE | PASADENA | CA | 91106 | PC | GENERAL SUPPORT | $2,500 | |
| YOUNG STORYTELLERS | |||||||
| 923 EAST 3RD STREET SUITE 307 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $2,500 | |
| YOUTH SPIRIT ARTWORKS | |||||||
| 1740 ALCATRAZ AVENUE | BERKELEY | CA | 94703 | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,646,276 | 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 | $255 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,471,302 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,381 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$826,304 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $690,634 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $690,634 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF WILLIAM H HURT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 AVONDALE ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,020,552 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $33,410 | Amt |
| Net Investment Income | $13,364 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,353 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $113,836 | EOYBookValueAmt |
| EOYFMV | $45,500 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $8,281,196 | EOYBookValueAmt |
| EOYFMV | $7,931,800 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $67,138,543 | $58,032,923 |
| GLOBAL SME GROWTH FUND LP | AT COST | $534,185 | $511,280 |
| U.S. TREASURY BILLS | AT COST | $8,496,412 | $8,579,375 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER AND TECHNOLOGY EQUIPMENT | $3,528 | $176 | $2,470 |
| OFFICE SUPPLIES | $3,842 | $192 | $2,689 |
| SOFTWARE SUBSCRIPTIONS | $17,487 | $124 | $16,746 |
| MEMBERSHIP DUES AND SUBSCRIPTIONS | $6,036 | $0 | $3,019 |
| INSURANCE | $1,383 | $44 | $425 |
| OFFICE EXPENSE | $21,442 | $140 | $15,960 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GLOBAL SME GROWTH FUND LP | Desc |
| Revenue And Expenses Per Books | $45,381 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45,381 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $45,381 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS STEP UP | Desc |
| Amt | $11,010,294 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $134,544 | $134,544 | $0 |
| CONSULTING | $98,510 | $1,642 | $74,222 |
| PAYROLL PROCESSING | $2,360 | $148 | $1,416 |
| AUDIT | $18,205 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $47,008 | $0 | $0 |
| FOREIGN TAX | $14,098 | $14,098 | $0 |
| FILING FEES | $825 | $0 | $0 |
| PAYROLL TAXES | $15,078 | $942 | $9,047 |