ELIZABETH BIXBY JANEWAY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH BIXBY JANEWAY FOUNDATION (EIN 95-2466561)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-01-24
- IRS object ID
- 202230249349100103
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-24T07:14:10-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SOUTH FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952466561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH BIXBY JANEWAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 3105578100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 CENTURY PARK EAST NO 4000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARI LEINWAND | PersonNm |
| Person Title | CFO & SECRETARY | PersonTitleTxt |
| Phone | 3105578100 | PhoneNum |
| Signature | 2022-01-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHARI | PersonFirstNm |
| Person Last | LEINWAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $47,797,539 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $197,158 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $197,158 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $820,251 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,015,604 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $681,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,699,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $681,515 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,698,704 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,894,277 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,188 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $224,001 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $224,001 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $240,911 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $236,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,348 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,380,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,380,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,620,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $236,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,384,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,793 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,657,713 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $792,162 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $768,762 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $768,762 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $720,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $720,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $720,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $720,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $20,565,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,373,658 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,923,974 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,841,748 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,134,479 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,384,803 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $26,919,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,996,899 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,797,539 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $26,919,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,996,899 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,919,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,996,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,919,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,996,899 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,919,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,793 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,996,899 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,996,899 | 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 | $2,699,668 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,018,153 | CostOrOtherBasisAmt |
| Gain Or Loss | $681,515 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $681,515 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $681,515 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,042 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,042 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,042 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,675 | 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 | $74,675 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $51,633 | OverpaymentAmt |
| Applied To ES Tax | $51,633 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHARI LEINWAND | IndividualWithBooksNm |
| Phone | 3105578100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 CENTURY PARK EAST NO 4000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900671735 | 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 | 0 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SARAH KETTERER | ||||||||
| 2029 CENTURY PARK EAST SUITE 4000 | LOS ANGELES | CA | 90067 | PRESIDENT & DIRECTOR | 0.50 | $0 | $0 | $0 |
| RYAN FRISBY | ||||||||
| 2029 CENTURY PARK EAST SUITE 4000 | LOS ANGELES | CA | 90067 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SHARI LEINWAND | ||||||||
| 2029 CENTURY PARK EAST SUITE 4000 | LOS ANGELES | CA | 90067 | CFO/SECRETARY/DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 AVE OF THE STARTS SUITE 2400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $224,001 | CompensationAmt |
| 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 | $43,994,084 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $856,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $720,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,570,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,570,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $683,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,886,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,244,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,244,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,042 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,042 | TotalTaxAmt |
| Distributable Before Adj | $2,221,302 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,221,302 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,221,302 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,384,348 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,384,348 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,384,348 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,221,302 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $299,391 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,384,348 | QualifyingDistributionsAmt |
| Applied To Year1 | $299,391 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,084,957 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,136,345 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CITY YEAR INC | ||||||
| 606 SOUTH OLIVE STREET 2ND FLOOR | LOS ANGELES | CA | 90014 | PC | FBO LOS ANGELES OPERATIONS | $25,000 |
| COMMUNITY PARTNERS FBO COLLEGE MATCH | ||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | OPERATIONS | $10,000 |
| FOOD FORWARD | ||||||
| 7412 FULTON AVE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | OPERATIONS | $10,000 |
| ARMAND HAMMER MUSEUM OF ART AND CULTURAL CENTER | ||||||
| 10899 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | PC | OPERATIONS | $50,000 |
| HOOVER INSTITUTION | ||||||
| 424 GALVEZ MALL | STANFORD UNIVERSITY | CA | 94305 | PC | OPERATIONS | $25,000 |
| HUMAN RIGHTS WATCH | ||||||
| 11500 W OLYMPIC BLVD SUITE 540 | LOS ANGELES | CA | 90064 | PC | OPERATIONS | $20,000 |
| ICE IN PARADISE | ||||||
| 6985 SANTA FELICIA DR | GOLETA | CA | 93117 | PC | OPERATIONS | $25,000 |
| LOS ANGELES MUSIC CENTER FOUNDATION | ||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | OPERATIONS | $30,000 |
| LOS ANGELES OPERA | ||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | OPERATIONS | $60,000 |
| LOS ANGELES PHILHARMONIC | ||||||
| PO BOX 1951 | LOS ANGELES | CA | 90078 | PC | OPERATIONS | $60,000 |
| LOS ANGELES PUBLIC LIBRARY | ||||||
| 630 WEST 5TH STREET | LOS ANGELES | CA | 90071 | GOV | OPERATIONS (HOMELESS SERVICES) | $10,000 |
| LOS ANGELES WORLD AFFAIRS COUNCIL | ||||||
| 3535 HAYDEN AVE STE 200 | CULVER CITY | CA | 90232 | PC | OPERATIONS | $25,000 |
| MIDLAND SCHOOL | ||||||
| 5100 FIGUEROA MOUNTAIN RD | LOS OLIVOS | CA | 93441 | PC | SCHOLARSHIP FUND | $10,000 |
| NATURE CONSERVANCY | ||||||
| 445 S FIGUEROA ST 1950 | LOS ANGELES | CA | 90071 | PC | DANGERMOND PRESERVE ENDOWMENT & CAPITAL IMPROVEMENTS | $250,000 |
| NEW VILLAGE GIRLS ACADEMY | ||||||
| 147 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | PC | OPERATIONS | $25,000 |
| PACIFIC LEGAL FOUNDATION | ||||||
| 910 G STREET | SACRAMENTO | CA | 95814 | PC | OPERATIONS | $15,000 |
| PAINTED TURTLE CAMP | ||||||
| 1300 4TH STREET SUITE 300 | SANTA MONICA | CA | 90401 | PC | OPERATIONS | $25,000 |
| PEOPLE CONCERN | ||||||
| 660 STANFORD AVE | LOS ANGELES | CA | 90021 | PC | OPERATIONS | $25,000 |
| PHILLIPS EXETER ACADEMY | ||||||
| 20 MAIN STREET | EXETER | NH | 03833 | PC | HOTCHKIS VISITORS PROGRAM | $25,000 |
| PLANNED PARENTHOOD LOS ANGELES | ||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | PC | OPERATIONS | $150,000 |
| RANCHO LOS ALAMITOS | ||||||
| 6400 E BIXBY HILL ROAD | LONG BEACH | CA | 90815 | PC | OPERATIONS | $300,000 |
| RICE UNIVERSITY | ||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | PC | OPEN-STAX | $15,000 |
| SANTA BARBARA CENTER FOR PERFORMING ARTS | ||||||
| 1330 STATE STREET STE 101 | SANTA BARBARA | CA | 93101 | PC | RENOVATION | $50,000 |
| SANTA BARBARA HISTORICAL MUSEUM | ||||||
| 136 E DE LA GUERRA ST | SANTA BARBARA | CA | 93101 | PC | OPERATIONS | $5,000 |
| SANTA BARBARA MARITIME MUSEUM | ||||||
| 113 HARBOR WAY STE 190 | SANTA BARBARA | CA | 93109 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $5,000 |
| SANTA BARBARA SCHOLARSHIP FOUNDATION | ||||||
| 2253 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | PC | JANEWAY SCHOLARSHIP | $20,000 |
| SANTA YNEZ VALLEY HISTORICAL SOCIETY | ||||||
| 3596 SAGUNTO STREET | SANTA YNEZ | CA | 93460 | PC | PARKS-JANEWAY CARRIAGE MUSEUM | $25,000 |
| STONE SOUP CHILD CARE PROGRAM | ||||||
| 15910 VENTURA BLVD 1420 | ENCINO | CA | 91436 | PC | OPERATIONS | $15,000 |
| TEACH FOR AMERICA | ||||||
| PO BOX 398583 | SAN FRANCISCO | CA | 94139 | PC | OPERATIONS - LOS ANGELES | $25,000 |
| WARFIGHTER MADE | ||||||
| 42225 REMINGTON AVE SUITE A14 | TEMECULA | CA | 92590 | PC | OPERATIONS | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,380,000 | 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 | $197,158 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $820,251 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $681,295 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,698,704 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,698,704 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,750 | Amt |
| Net Investment Income | $12,563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,188 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $5,134,479 | EOYBookValueAmt |
| EOYFMV | $5,384,803 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $8,842,758 | $26,722,279 |
| MUTUAL FUNDS | $7,667,577 | $11,069,695 |
| EXCHANGED TRADED | $3,863,323 | $3,132,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $224,001 | Amt |
| Net Investment Income | $224,001 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Amt | $160 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $160 | DisbursementsCharitablePrpsAmt |