LINDEMANN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LINDEMANN FOUNDATION INC (EIN 13-6140249)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-07
- IRS object ID
- 202221889349101102
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-07T11:25:04-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136140249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lindemann Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BLAKE LINDSLEY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BLAKE | PersonFirstNm |
| Person Last | LINDSLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,235,269 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $129 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $129 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,407 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $305,428 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,407 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,321 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $18,534 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,213 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $19,759 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,759 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,898 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,896 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,896 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,296 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $134,178 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,045 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,045 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,283,482 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,292,342 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,196,224 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,417,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,331,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,235,269 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,417,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,331,387 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,417,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,331,387 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,417,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,331,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,417,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,523 | ExcessRevenueOverExpensesAmt |
| Other Increases | $250 | OtherIncreasesAmt |
| Subtotal | $1,331,387 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,331,387 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $305,428 | GrossSalesPriceAmt |
| Cost Or Other Basis | $303,021 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,407 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,407 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,407 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $100 | OverpaymentAmt |
| Applied To ES Tax | $100 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Barbara Lindemann | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Blake Lindsley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
| Bradford Schlei | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,936,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,997 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,050,779 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,050,779 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,762 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,020,017 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $101,001 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $101,251 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $101,251 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,296 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $85,296 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $83,613 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $85,296 | QualifyingDistributionsAmt |
| Applied To Year1 | $83,613 | AppliedToYear1Amt |
| Applied To Current Year | $1,683 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $99,568 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL ABOUT LABS NONPROFIT CORPORATION | |||||||
| 1623 LEANDER DR | LITTLE ROCK | AR | 72204 | N/A | PC | General & Unrestricted | $500 |
| BAIL PROJECT INC | |||||||
| PO BOX 102592 | PASADENA | CA | 91189 | N/A | PC | General & Unrestricted | $500 |
| BENNINGTON COLLEGE CORPORATION | |||||||
| RT 67A | BENNINGTON | VT | 05201 | N/A | PC | General & Unrestricted | $5,000 |
| CALIFORNIA PROFESSIONAL HORSEMENS ASSOCIATION FOUN | |||||||
| 10153 1/2 RIVERSIDE DR | TOLUCA LAKE | CA | 91602 | N/A | PC | Charitable Event | $1,600 |
| CALIFORNIA STATE UNIVERSITY LONG BEACH FOUNDATION | |||||||
| 1500 COTNER AVE | LOS ANGELES | CA | 90025 | N/A | PC | General & Unrestricted | $500 |
| CENTER FOR EARLY EDUCATION | |||||||
| 563 N ALFRED ST | W HOLLYWOOD | CA | 90048 | N/A | PC | Annual Fund Drive | $6,000 |
| CENTER FOR EARLY EDUCATION | |||||||
| 563 N ALFRED ST | W HOLLYWOOD | CA | 90048 | N/A | PC | Leading from the Center campaign | $5,000 |
| CENTER FOR ENVIRONMENTAL HEALTH | |||||||
| 2201 BROADWAY STE 508 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $500 |
| CLIMATE EMERGENCY FUND | |||||||
| 8383 WILSHIRE BLVD STE 400 | BEVERLY HILLS | CA | 90211 | N/A | PC | General & Unrestricted | $250 |
| COMPTON JUNIOR EQUESTRIANS | |||||||
| 463 W CALDWELL ST | COMPTON | CA | 90220 | N/A | PC | General & Unrestricted | $750 |
| EARTH ISLAND INSTITUTE INC | |||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $250 |
| EARTH WAYS FOUNDATION INC | |||||||
| 20178 ROCKPORT WAY | MALIBU | CA | 90265 | N/A | PC | Equip our Kids Project | $500 |
| EDIBLE SCHOOLYARD NEW YORK | |||||||
| 20 JAY ST STE M9 | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $250 |
| EVERY MOTHER COUNTS | |||||||
| 333 HUDSON ST RM 1006 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,600 |
| FACING HISTORY AND OURSELVES INC | |||||||
| PO BOX 470749 | BROOKLINE | MA | 02447 | N/A | PC | General & Unrestricted | $500 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,600 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 200 SEAPORT BLVD MZ NM43A | BOSTON | MA | 02210 | N/A | PC | Lindsley-Nemeth Family Foundation | $10,000 |
| FILM INDEPENDENT INC | |||||||
| 5670 WILSHIRE BLVD 9TH FLOOR | LOS ANGELES | CA | 90036 | N/A | PC | Pledge, Indie Level Arts Circle | $1,000 |
| FRIENDS OF LEVITT PAVILION - CITY OF ANGELS | |||||||
| 1910 W SUNSET BLVD STE 600 | LOS ANGELES | CA | 90026 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH ST NW 11TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,500 |
| GIVAT HAVIVA EDUCATIONAL FOUNDATION INC | |||||||
| 500 FASHION AVE 8 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 700 N FARING RD | LOS ANGELES | CA | 90077 | N/A | PC | Jim Brink Memorial Fund | $5,000 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH ST RM 701 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $500 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3600 WILSHIRE BLVD STE 1810 | LOS ANGELES | CA | 90010 | N/A | PC | General & Unrestricted | $17,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $1,600 |
| INTERNET ARCHIVE | |||||||
| 300 FUNSTON AVE | SAN FRANCISCO | CA | 94118 | N/A | PC | General & Unrestricted | $500 |
| KCRW FOUNDATION INC | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $500 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $50 |
| OCEANIC PRESERVATION SOCIETY | |||||||
| 336 BON AIR CENTER 384 | GREENBRAE | CA | 94904 | N/A | PC | Sachi Cunningham Project | $2,950 |
| PACIFICA FOUNDATION - KPFK | |||||||
| 3729 CAHUENG BLVD WEST | NORTH HOLLYWOOD | CA | 91604 | N/A | PC | General & Unrestricted | $500 |
| PROTECTING MICHIGAN FOUNDATION | |||||||
| PO BOX 12303 | LANSING | MI | 48901 | N/A | PC | Friends of Dana Nessel | $250 |
| ROSIES THEATER KIDS INC | |||||||
| 445 W 45TH ST | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $500 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $500 |
| THE GEANCO FOUNDATION | |||||||
| 350 S GRAND AVE | LOS ANGELES | CA | 90071 | N/A | PC | General & Unrestricted | $750 |
| UNIVERSITY OF SOUTHERN CALIFORNIA - KUSC | |||||||
| PO BOX 80354 | LOS ANGELES | CA | 90074 | N/A | PC | General & Unrestricted | $500 |
| Y-APPLY INC | |||||||
| PO BOX 1453 | MORRISVILLE | NC | 27560 | N/A | PC | General & Unrestricted | $500 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,677 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,407 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,321 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,534 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $35,144 | $56,296 |
| ACCENTURE PLC | $35,309 | $82,910 |
| ADOBE SYSTEMS, INC | $47,847 | $56,706 |
| ALPHABET INC CL A | $39,825 | $72,426 |
| AMAZON COM | $33,666 | $50,015 |
| AMERICAN WATER WORKS COMPANY I | $35,370 | $50,992 |
| BROADCOM INC | $34,188 | $86,503 |
| CHENIERE ENERGY INC | $33,441 | $30,426 |
| COSTCO WHOLESALE CORPORATION | $33,974 | $62,447 |
| EPAM SYSTEMS INC | $34,184 | $113,636 |
| GENERAL MOTORS | $31,223 | $29,315 |
| HOME DEPOT INC | $35,074 | $70,552 |
| ILLINOIS TOOL WORKS | $33,991 | $54,296 |
| INTUIT | $30,662 | $64,322 |
| MASTERCARD INC | $35,131 | $46,712 |
| META PLATFORMS INC | $33,990 | $33,635 |
| MICROSOFT CORP | $34,092 | $67,264 |
| MONOLITHIC POWER SYSTEMS, INC | $49,209 | $49,333 |
| NETFLIX INC | $32,462 | $48,195 |
| NVIDIA CORP | $51,576 | $117,643 |
| PAYPAL HOLDINGS, INC | $34,741 | $60,346 |
| PFIZER INC | $25,763 | $29,525 |
| RESMED INC | $33,889 | $54,701 |
| SALESFORCE.COM | $34,585 | $55,909 |
| SERVICE NOW | $32,726 | $71,402 |
| SHERWIN-WILLIAMS CO | $34,624 | $73,954 |
| SHOPIFY INC | $45,442 | $68,870 |
| STRYKER CORPORATION | $35,101 | $53,484 |
| SVB FINANCIAL GROUP | $34,919 | $33,912 |
| TESLA MOTORS INC | $37,392 | $105,678 |
| THERMO FISHER SCIENTIFIC INC | $35,416 | $73,396 |
| ULTA SALON, COSMETICS & FRAGRA | $39,120 | $41,234 |
| UNION PACIFIC | $34,169 | $57,944 |
| UNITEDHEALTH GROUP INC | $35,318 | $65,278 |
| VEEVA SYSTEMS INC | $34,011 | $51,096 |
| WASTE CONNECTIONS | $34,768 | $55,871 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $12,646 | $12,646 | |
| Bank Charges | $2 | $2 | |
| State or Local Filing Fees | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $2,321 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $250 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $19,759 | Amt |
| Net Investment Income | $19,759 | NetInvestmentIncomeAmt |