OTIS BOOTH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OTIS BOOTH FOUNDATION (EIN 95-6140019)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-10-13
- IRS object ID
- 202232869349100988
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-13T17:38:51-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SOUTH GRAND AVENUE SUITE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956140019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OTIS BOOTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OTIS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN A BOOTH | PersonNm |
| Person Title | PRESIDENT & TTEE | PersonTitleTxt |
| Phone | 3104712575 | PhoneNum |
| Signature | 2022-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNN | PersonFirstNm |
| Person Last | BOOTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY M WYLIE | PreparerPersonNm |
| PTIN | P00241767 | PTIN |
| Phone | 2135932300 | PhoneNum |
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 | 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 | $201,186,677 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,255,298 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,226,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,990,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,931,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,015,241 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,133,813 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $232,312 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,379,653 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,474,412 | 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 |
| Legal Fees Rev And Expnss | $2,738 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,738 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $132,768 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $66,384 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $66,384 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $667,471 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $667,471 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $461,718 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,980 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $150 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,509 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $146,322 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,529 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,272,204 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $884,895 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,063 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,535,758 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,940,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,807,962 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $884,895 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,010,563 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,428,309 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,589,517 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,025,709 | CashBOYAmt |
| Cash EOY | $3,397,317 | CashEOYAmt |
| Cash EOYFMV | $3,397,317 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $167,966 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $105,234 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $105,234 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $137,047,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $151,570,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $151,570,320 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $38,567,336 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,113,806 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,113,806 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $181,808,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $201,186,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $201,186,677 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,410 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,862 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,934,542 | GrantsPayableBOYAmt |
| Grants Payable EOY | $16,529,799 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,057,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,389,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,993,952 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,921,661 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $174,814,490 | CapitalStockBOYAmt |
| Capital Stock EOY | $183,265,016 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $174,814,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $183,265,016 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $181,808,442 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $201,186,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $174,814,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,428,309 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,878,835 | OtherIncreasesAmt |
| Subtotal | $183,265,016 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $183,265,016 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | P | 2020-12-01 | 2021-11-30 | $2,078 | $2,078 | $2,078 | |
| FROM K-1 - PETERSHILL II OFFSHORE - LTCG | P | 2020-12-01 | 2021-11-30 | $19,428 | $19,428 | $19,428 | |
| FROM K-1 - BLACKSTONE TACTICAL OPPORTUNITIES FUND (CAYMAN) LP | P | 2020-12-01 | 2021-11-30 | $1,200 | $1,200 | $1,200 | |
| PUBLICLY TRADED SECURITIES | 2020-12-01 | 2021-11-30 | $22,101 | $40 | $40 | $22,061 | |
| PUBLICLY TRADED SECURITIES | 2020-12-01 | 2021-11-30 | $22,884,441 | $5,990,498 | $5,990,498 | $16,893,943 | |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | P | 2020-12-01 | 2021-11-30 | $1,997 | $1,997 | $1,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,015,241 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $119,394 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $119,394 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $119,394 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $165,749 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $205,749 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $86,355 | OverpaymentAmt |
| Applied To ES Tax | $86,355 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LYNN A BOOTH | IndividualWithBooksNm |
| Phone | 3104712575 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO RD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 |
|---|---|---|---|---|---|---|---|---|
| LYNN A BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | PRESIDENT & TTEE | 4.00 | $0 | $0 | $0 |
| PALMER N MURRAY | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, TREAS., ASSIST. SEC & | 4.00 | $0 | $0 | $0 |
| LOREN BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, SEC. & TTEE | 3.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOURDMURRAY | |||||
| 10900 WILSHIRE BLVD SUITE 500 | LOS ANGELES | CA | 90024 | INVESTMENT ADVISORY SERVICES | $666,207 |
| ANDERSEN TAX LLC | |||||
| 350 S GRAND AVE SUITE 2000 | LOS ANGELES | CA | 90071 | TAX & ACCOUNTING | $115,968 |
| 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 | $149,478,981 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,039,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $40,997,694 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $196,516,286 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $196,516,286 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,947,744 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $193,568,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,678,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,678,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $119,394 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $663 | IncomeTaxAmt |
| Total Tax | $120,057 | TotalTaxAmt |
| Distributable Before Adj | $9,558,370 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,558,370 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,558,370 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,010,563 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,010,563 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,010,563 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,558,370 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,747,705 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,165,568 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,535,881 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,442,160 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,891,314 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,010,563 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,558,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,452,193 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,343,507 | 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 | $2,747,705 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,595,802 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,165,568 | ExcessFromYear4Amt |
| Excess From Year3 | $1,535,881 | ExcessFromYear3Amt |
| Excess From Year1 | $2,442,160 | ExcessFromYear1Amt |
| Excess From Current Year | $6,452,193 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALL SAINTS CHURCH | |||||||||||||
| 504 NORTH CAMDEN DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PC | TO SUPPORT THE GENERAL OPERATING FUND FOR THE CHURCH. | $200,000 | ||||||
| ALLIES FOR EVERY CHILD (FORMERLY WESTSIDE CHILDREN'S CENTER) | |||||||||||||
| 5721 WEST SLAUSON AVENUE SUITE 140 | CULVER CITY | CA | 90230 | N/A | PC | TO SUPPORT THE BIG HEARTS OF SUMMER FUNDRAISER WHICH STRIVES TO MAKE A DIFFERENCE IN THE LIVES OF AT-RISK CHILDREN IN THE COMMUNITY. | $5,000 | ||||||
| ALMOST HOME ANIMAL RESCUE & ADOPTION INC | |||||||||||||
| 146 NORWALK AVENUE | MEDFORD | NY | 11763 | N/A | PC | TO SUPPORT REHOMING UNWANTED AND DISPLACED DOGS AND CATS INTO RESPONSIBLE, AND LOVING HOMES. | $10,000 | ||||||
| ALMOST HOME ANIMAL RESCUE & ADOPTION INC | |||||||||||||
| 146 NORWALK AVENUE | MEDFORD | NY | 11763 | N/A | PC | TO SUPPORT REHOMING UNWANTED AND DISPLACED DOGS AND CATS INTO RESPONSIBLE, AND LOVING HOMES. | $10,000 | ||||||
| ANGELS IN FUR DOG RESCUE | |||||||||||||
| 18039 CHATSWORTH STREET | GRANADA HILLS | CA | 91344 | N/A | PC | TO SUPPORT THIS DOG RESCUE ORGANIZATION DEDICATED TO RESCUING, REHABILITATING AND RESTORING DOGS TO LOVING HOMES. | $12,000 | ||||||
| ANIMAL SHELTER OF THE WOOD RIVER VALLEY (IN MOUNTAIN HUMANE) | |||||||||||||
| 100 CROY CREEK ROAD | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT THE IMPROVEMENT OF THE QUALITY OF LIFE IN OUR COMMUNITY BY CONNECTING ANIMALS AND PEOPLE. | $9,000 | ||||||
| ANIMAL SHELTER OF THE WOOD RIVER VALLEY (IN MOUNTAIN HUMANE) | |||||||||||||
| 100 CROY CREEK ROAD | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT THE IMPROVEMENT OF THE QUALITY OF LIFE IN OUR COMMUNITY BY CONNECTING ANIMALS AND PEOPLE. | $10,000 | ||||||
| ASPCA | |||||||||||||
| 520 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | TO SUPPORT SAVING ANIMALS IN THE LOS ANGELES AREA. | $25,000 | ||||||
| ASPEN VALLEY HOSPITAL FOUNDATION | |||||||||||||
| 401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | N/A | PC | TO SUPPORT PHILANTHROPIC EFFORTS FOR THE ASPEN VALLEY HOSPITAL. | $50,000 | ||||||
| ASPEN VALLEY SKI & SNOWBOARD CLUB | |||||||||||||
| 300 AVSC DRIVE | ASPEN | CO | 81611 | N/A | PC | TO SUPPORT THE ORGANIZATION WHICH PROVIDES ALL YOUTH IN THE GREATER ROARING FORK VALLEY THE OPPORTUNITY TO EXCEL AS ATHLETES AND AS PEOPLE, THROUGH WINTER SPORTS. | $50,000 | ||||||
| BALLET SUN VALLEY | |||||||||||||
| PO BOX 555 | SUN VALLEY | ID | 83353 | N/A | PC | TO SUPPORT BALLET SUN VALLEY, WHICH IS A NON-PROFIT ORGANIZATION DEDICATED TO BRINGING THE WORLD'S MOST CELEBRATED BALLET COMPANIES AND DANCERS TO THE SUN VALLEY AREA. ITS MISSION IS TO ENSURE THAT INTERNATIONAL BALLET IS AN ANNUAL ADDITION TO THE RICH CULTURAL OFFERINGS OF THIS SPECIAL COMMUNITY. | $10,000 | ||||||
| BROWN UNIVERSITY | |||||||||||||
| GIFT CASHIER 164 ANGELL STREET 2ND | PROVIDENCE | RI | 02906 | N/A | PC | TO SUPPORT THE ANNUAL FUND WHICH SERVES THE COMMUNITY, THE NATION, AND THE WORLD BY DISCOVERING, COMMUNICATING, AND PRESERVING KNOWLEDGE AND UNDERSTANDING. | $475,000 | FLOOR | |||||
| CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION | |||||||||||||
| PO BOX 479 | SALINAS | CA | 939020479 | N/A | PC | TO SUPPORT THE FOUNDATION COMMITTED TO LEADERSHIP TRAINING AND TRANSFORMATIONAL LEARNING EXPERIENCES WITH FOUR CALIFORNIA UNIVERSITIES: CAL POLY, SAN LUIS OBISPO; CAL POLY, POMONA; CAL STATE UNIVERSITY, FRESNO; THE UNIVERSITY OF CALIFORNIA, DAVIS. | $25,000 | ||||||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||||||||
| 1200 E CALIFORNIA BOULEVARD MC | PASADENA | CA | 91125 | N/A | PC | TO SUPPORT THE ENGINEERING AND APPLIED SCIENCE PROGRAMS. | $50,000 | 204-31 | |||||
| CATE SCHOOL | |||||||||||||
| 1960 CATE MESA ROAD | CARPENTERIA | CA | 93013 | N/A | PC | TO SUPPORT THIS COEDUCATIONAL SCHOOL, OFFERING AN EDUCATIONAL EXPERIENCE WITH LIFELONG MEANING AND PROFOUND VALUE FOR EACH STUDENT. | $25,000 | ||||||
| CENTER THEATRE GROUP | |||||||||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT HIGH CALIBER THEATRE BY NURTURING NEW ARTISTS, ATTRACTING NEW AUDIENCES, AND DEVELOPING YOUTH OUTREACH & ARTS EDUCATION PROGRAMS. | $20,000 | ||||||
| CHILDREN'S CHAIN OF CHLA | |||||||||||||
| CHILDRENS CHAIN ASSOCIATES | LOS ANGELES | CA | 90027 | N/A | PC | TO SUPPORT THE CHILDREN'S CHAIN ASSOCIATES & AFFILIATES OFFICE. | $2,500 | AFFILIATES OFFICE CHLA 4650 SUNSET | |||||
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | N/A | PC | TO SUPPORT PHYSICIANS AND SCIENTISTS' RESEARCH INTO DISEASES AND DISORDERS PRIMARILY AFFECTING CHILDREN. | $50,000 | ||||||
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | N/A | PC | TO SUPPORT PHYSICIANS AND SCIENTISTS' RESEARCH INTO DISEASES AND DISORDERS PRIMARILY AFFECTING CHILDREN. | $10,000 | ||||||
| CHILDREN'S INSTITUTE INC | |||||||||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | N/A | PC | TO SUPPORT THE PROGRAM WHICH HELPS CHILDREN IN LOS ANGELES' MOST CHALLENGED COMMUNITIES HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE. | $10,000 | ||||||
| CHILDREN'S INSTITUTE INC | |||||||||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | N/A | PC | TO SUPPORT THE PROGRAM WHICH HELPS CHILDREN IN LOS ANGELES' MOST CHALLENGED COMMUNITIES HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE. | $5,000 | ||||||
| CITY DUCKS YOUTH FOOTBALL CLUB | |||||||||||||
| 15233 VENTURA BOULEVARD SUITE 718 | SHERMAN OAKS | CA | 91403 | N/A | PC | TO SUPPORT CITY DUCKS YOUTH FOOTBALL CLUB, WHOSE MISSION IS TO PROVIDE A SAFE, ORGANIZED, COMPETITIVE AND FUN ENVIRONMENT FOR CHILDREN TO PLAY TACKLE FOOTBALL IN LOS ANGELES. | $5,000 | ||||||
| CITY YEAR LOS ANGELES | |||||||||||||
| 606 SOUTH OLIVE 2ND FLOOR | LOS ANGELES | CA | 90014 | N/A | PC | TO SUPPORT SCHOOL DISTRICTS AND WORK IN SCHOOLS WITH INDIVIDUAL STUDENTS WHO ARE AT-RISK OF DROPPING OUT. | $25,000 | ||||||
| COVENANT HOUSE | |||||||||||||
| 5 PENN PLAZA 3RD FLOOR | NEW YORK | NY | 10001 | N/A | PC | TO SUPPORT COVENANT HOUSE WHICH PROVIDES SHELTER AND AFFIRMING AND TRANSFORMITIVE SERVICES TO HELP HOMELESS YOUTH ON THEIR PATH TO INDEPENDENCE. | $10,000 | ||||||
| CRANE COUNTRY DAY SCHOOL | |||||||||||||
| 1795 SAN LEANDRO LANE | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT COVID RELIEF. | $50,000 | ||||||
| DANCE HEARTS | |||||||||||||
| 12750 CARMEL COUNTRY ROAD SUITE 103 | SAN DIEGO | CA | 92130 | N/A | PC | TO SUPPORT CONNECTING CIVILIANS TO MILITARY FOR THE PURPOSES OF FINANCIAL AND EMOTIONAL BALANCE. | $10,000 | ||||||
| DOCTORS WITHOUT BORDERS | |||||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | TO SUPPORT PROVIDING MEDICAL AID WHERE IT'S NEEDED MOST. | $5,000 | ||||||
| DOGS AND CATS OF THE DOMINICAN REPUBLIC | |||||||||||||
| 21560 654TH AVENUE | DARWIN | MN | 55324 | N/A | PC | TO SUPPORT THE SIGNIFICANT IMPROVEMENT OF THE HEALTH AND WELL-BEING OF THE DOGS AND CATS LIVING IN THE DOMINICAN REPUBLIC. | $25,000 | ||||||
| DOGS TRUST USA INC | |||||||||||||
| 1350 AVENUE OF THE AMERICAS FLOOR 2 | NEW YORK | NY | 10019 | N/A | PC | TO SUPPORT HELPING AS MANY DOGS AS POSSIBLE IN THE UNITED STATES TO FIND LOVING HOMES AND TO LIVE HAPPY AND HEALTHY LIVES. | $20,000 | SUITE 266 | |||||
| ECHOES OF HOPE | |||||||||||||
| 300 N CONTINENTAL BOULEVARD SUITE | EL SEGUNDO | CA | 90245 | N/A | PC | TO SUPPORT ECHOES OF HOPE, WHICH STRIVES TO AWAKEN THE SPIRIT OF HOPE IN THE LIVES OF CHILDREN, YOUTH AND YOUNG ADULTS IN NEED BY ALLEVIATING BARRIERS AND HELPING THEM REACH THEIR FULL POTENTIAL. | $5,000 | 622 | |||||
| EQUINE ADVOCATES INC | |||||||||||||
| C/O KAREN WAGNER 3212 STATE ROUTE | VALATIE | NY | 12184 | N/A | PC | TO SUPPORT THE RESCUE, PROTECTION AND PREVENTION OF ABUSE OF HORSES. | $10,000 | 66 | |||||
| EQUINE ADVOCATES INC | |||||||||||||
| C/O KAREN WAGNER 3212 STATE ROUTE | VALATIE | NY | 12184 | N/A | PC | TO SUPPORT THE RESCUE, PROTECTION AND PREVENTION OF ABUSE OF HORSES. | $25,000 | 66 | |||||
| EQUUS FOUNDATION INC | |||||||||||||
| 168 LONG LOTS ROAD | WESTPORT | CT | 06880 | N/A | PC | TO SUPPORT THE WELFARE OF AMERICA'S HORSES AND STRENGHTEN THE BOND BETWEEN HORSES AND PEOPLE. | $50,000 | ||||||
| FOUR WINDS INC | |||||||||||||
| 286 FOUR WINDS ROAD | DEER HARBOR | WA | 98243 | N/A | PC | TO SUPPORT PROVIDING HEALTH AND MENTAL HEALTH CARE SERVICES FOR CHILDREN, ADOLESCENTS AND ADULTS. | $25,000 | ||||||
| GLOBAL STRAYS INC | |||||||||||||
| 26 HILL STREET SUITE 112 | SOUTHAMPTON | NY | 11968 | N/A | PC | TO SUPPORT THE SUFFERING ANIMALS IN IMPOVERISHED REGIONS IN LATIN AMERICA WITH PLANS TO EXPAND GLOBALLY. | $25,000 | ||||||
| GLOBAL STRAYS INC | |||||||||||||
| 26 HILL STREET SUITE 112 | SOUTHAMPTON | NY | 11968 | N/A | PC | TO SUPPORT THE SUFFERING ANIMALS IN IMPOVERISHED REGIONS IN LATIN AMERICA WITH PLANS TO EXPAND GLOBALLY. | $25,000 | ||||||
| HARLEM LACROSSE | |||||||||||||
| 8 WEST 126TH STREET | NEW YORK | NY | 10027 | N/A | PC | TO SUPPORT YOUTH WHO PLAY LACROSSE. | $1,000 | ||||||
| HARVARD-WESTLAKE SCHOOL | |||||||||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | N/A | PC | TO SUPPORT THIS CO-ED PREPARATORY DAY SCHOOL. | $25,000 | ||||||
| HARVARD-WESTLAKE SCHOOL | |||||||||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | N/A | PC | FIRST OF FOUR ANNUAL INSTALLMENTS TOWARDS A $20 MILLION PLEDGE. | $5,000,000 | ||||||
| HIGHER GROUND LOS ANGELES | |||||||||||||
| 520 SOUTH GRAND AVENUE SUITE 370 | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT ENRICHING THE LIVES OF PEOPLE WITH DISABILITIES THROUGH SPORTS AND RECREATION. | $50,000 | ||||||
| HIGHER GROUND SUN VALLEY | |||||||||||||
| 520 SOUTH GRAND AVENUE SUITE 370 | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT ENRICHING THE LIVES OF PEOPLE WITH DISABILITIES THROUGH SPORTS AND RECREATION. | $50,000 | ||||||
| HILLSDALE COLLEGE | |||||||||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | N/A | PC | TO SUPPORT THE SMALL CHRISTIAN, LIBERAL ARTS COLLEGE IN SOUTHERN MICHIGAN. | $5,000 | ||||||
| HILLSIDES | |||||||||||||
| 815 COLORADO BOULEVARD SUITE 300 | PASADENA | CA | 90041 | N/A | PC | TO SUPPORT THE NEW CHILDREN'S SWIMMING POOL COMPLEX AND RELATED RECREATIONAL SPORTS PROGRAMS. | $100,000 | ||||||
| HOMEBOY INDUSTRIES | |||||||||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT PROVIDING HOPE, TRAINING, AND SUPPORT TO FORMER GANG AND INCARCERATED INDIVIDUALS TO HELP THEM BECOME CONTRIBUTING MEMBERS OF OUR COMMUNITY. | $25,000 | ||||||
| HORSE TO HEART | |||||||||||||
| 27345 SAND CANYON ROAD | CANYON COUNTRY | CA | 91387 | N/A | PC | TO SUPPORT HORSE RESCUE WHERE UNDERPRIVILEGED CHILDREN WORK AND CARE AT STABLES. | $50,000 | ||||||
| HORSE TO HEART | |||||||||||||
| 27345 SAND CANYON ROAD | CANYON COUNTRY | CA | 91387 | N/A | PC | TO SUPPORT HORSE RESCUE WHERE UNDERPRIVILEGED CHILDREN WORK AND CARE AT STABLES. | $25,000 | ||||||
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | |||||||||||||
| 686 SOUTH FAIR OAKS AVENUE | PASADENA | CA | 91105 | N/A | PC | TO SUPPORT IMPROVING LIVES THROUGH PATIENT-FOCUSED SCIENTIFIC RESEARCH. | $50,000 | ||||||
| HUNTINGTON MEMORIAL HOSPITAL | |||||||||||||
| 100 WEST CALIFORNIA BOULEVARD PO | PASADENA | CA | 91109 | N/A | PC | TO SUPPORT THIS ORGANIZATION'S INTERNAL MEDICINE RESIDENCY PROGRAM WHICH TRAINS POSTGRADUATE STUDENTS. | $25,000 | BOX 7013 | |||||
| IRONDOG K9 INTERNATIONAL INC | |||||||||||||
| 110 RIVERBEND DRIVE | MCDONAGH | GA | 30252 | N/A | PC | TO PROVIDE SUPPORT, TRAINING, AND PROTECTIVE GEAR TO WORKING K9 OFFICERS. | $5,000 | ||||||
| JOHN THOMAS DYE SCHOOL | |||||||||||||
| 11414 CHALON ROAD | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT THIS INDEPENDENT PRIVATE COEDUCATIONAL NONSECTARIAN ELEMENTARY DAY SCHOOL. | $25,000 | ||||||
| JULES STEIN EYE INSTITUTE AT UCLA | |||||||||||||
| 100 STEIN PLAZA | LOS ANGELES | CA | 90024 | N/A | PC | TO SUPPORT THE UCLA STEIN EYE INSTITUTE; A VISION-SCIENCE CAMPUS DEDICATED TO THE PRESERVATION AND RESTORATION OF VISION THROUGH ITS GLOBAL PROGRAMS AND INNOVATIVE RESEARCH, QUALITY PATIENT CARE, AND MULTIDISCIPLINARY, INTEGRATIVE EDUCATION, ALL WITH COMMUNITY OUTREACH. | $250,000 | ||||||
| KIPP LA SCHOOLS | |||||||||||||
| 4800 EAST CEASAR CHAVEZ AVENUE | LOS ANGELES | CA | 90022 | N/A | PC | TO SUPPORT THE PROGRAM TO TEACH ACADEMIC SKILLS, FOSTER THE INTELLECTUAL HABITS AND CHARACTER TRAITS OF THESE STUDENTS TO SUCCEED. | $100,000 | ||||||
| LAS MADRINAS | |||||||||||||
| LAS MADRINAS - DEPARTMENT 6778 | LOS ANGELES | CA | 90084 | N/A | PC | TO SUPPORT THE PHILANTHROPIC ORGANIZATION DEDICATED TO A TRADITION OF SUPPORTING PEDIATRIC CARE AND RESEARCH AT CHILDREN'S HOSPITAL LOS ANGELES. | $1,000,000 | ||||||
| LOS ANGELES FIRE DEPARTMENT | |||||||||||||
| C/O NINA ANDRO PRESIDENT - 1875 | LOS ANGELES | CA | 90067 | N/A | PC | TO SUPPORT THE LA FIRE DEPARTMENT. | $10,000 | CENTURY PARK EAST SUITE 200 | |||||
| LOS ANGELES OPERA | |||||||||||||
| 135 NORTH GRAND AVENUE SUITE 327 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT BRINGING WORLD CLASS OPERA TO THE STAGE. | $25,000 | ||||||
| LOS ANGELES OPERA | |||||||||||||
| 135 NORTH GRAND AVENUE SUITE 327 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT BRINGING WORLD CLASS OPERA TO THE STAGE. | $50,000 | ||||||
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | N/A | PC | SECOND OF THREE ANNUAL INSTALLMENTS TOWARDS A $2.5 MILLION PLEDGE. | $800,000 | ||||||
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT LA PHILHARMONIC ORCHESTRA IN LEADING THE WAY WITH GROUND-BREAKING PROGRAMMING, BOTH ON STAGE AND IN THE COMMUNITY. | $50,000 | ||||||
| LOS ANGELES POLICE FOUNDATION | |||||||||||||
| 515 SOUTH FLOWER STREET SUITE 1680 | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT LAPD TOWARDS OBTAINING AND MAINTAINING ESSENTIAL EQUIPMENT AND STATE OF THE ART TECHNOLOGY, SPECIALIZED TRAINING, AND INNOVATIVE PROGRAMS. | $1,000,000 | ||||||
| MAKE-A-WISH CENTRAL CALIFORNIA | |||||||||||||
| 351 WEST CROMWELL AVENUE SUITE | FRESNO | CA | 93711 | N/A | PC | TO SUPPORT PROVIDING STRENGTH, HOPE AND TRANSFORMATION FOR CHILDREN WITH CRITICAL ILLNESSES. | $25,000 | 112-A | |||||
| MARLBOROUGH SCHOOL | |||||||||||||
| 250 SOUTH ROSSMORE AVENUE | LOS ANGELES | CA | 90004 | N/A | PC | TO SUPPORT THIS SCHOOL FOR GIRLS TO DELIVER A SUPERIOR COLLEGE PREPARATORY EDUCATION IN AN ENVIRONMENT IMBUED WITH HIGH ETHICAL VALUES. | $25,000 | ||||||
| MISSION K9 RESCUE | |||||||||||||
| 10902 BRITOAK LANE | HOUSTON | TX | 77079 | N/A | PC | TO SUPPORT THE SERVICE OF RETIRING AND RETIRED MILITARY WORKING DOGS, CONTRACT WORKING DOGS AND PD-K9S. | $15,000 | ||||||
| MOUNTAIN HUMANE | |||||||||||||
| 100 CROY CREEK ROAD | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT IMPROVING THE QUALITY OF LIFE IN OUR COMMUNITY BY CONNECTING ANIMALS AND PEOPLE. | $5,000 | ||||||
| MUSEIQUE | |||||||||||||
| 300 EAST GREEN STREET THIRD FLOOR | PASADENA | CA | 91101 | N/A | PC | TO SUPPORT CREATING CURATED LIVE MUSIC EVENTS AND OUTREACH PROGRAMS, AIMED AT INSPIRING THE CREATIVE SPIRIT. | $10,000 | ||||||
| NEWPORT HARBOR EDUCATIONAL FOUNDATION | |||||||||||||
| 600 IRVINE AVENUE | NEWPORT BEACH | CA | 92663 | N/A | PC | TO SUPPORT THE PROGRAM PROVIDING FREE TUTORING, CAREER MENTORING AND PROFESSIONAL DEVELOPMENT OF TEACHERS. | $25,000 | ||||||
| PACIFIC LEGAL FOUNDATION | |||||||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | N/A | PC | TO SUPPORT THE PROTECTION OF OUR CONSTITUTION, LIMITED GOVERNMENT, AND A BALANCED APPROACH TO ENVIRONMENTAL REGULATIONS. | $300,000 | ||||||
| PACIFIC NEUROSCIENCE INSTITUTE FOUNDATION (PNI FOUNDATION) | |||||||||||||
| C/O MINI GILL - 2125 ARIZONA AVENUE | SANTA MONICA | CA | 90404 | N/A | PC | TO SUPPORT PROMOTING ADVANCES IN NEUROSCIENCE CLINICAL CARE AND RESEARCH. | $10,000 | ||||||
| PAWS FOR PURPLE HEARTS | |||||||||||||
| 10201 OLD REDWOOD HIGHWAY | PENNGROVE | CA | 94951 | N/A | PC | TO SUPPORT CANINE-ASSISTED WARRIOR THERAPY, WHICH HELPS VETERANS WHILE THEY RECEIVE MUCH NEEDED THERAPY FOR TRAUMA RELATED CONDITIONS SUCH AS PTSD AND TBI. | $5,000 | ||||||
| PAWS FOR PURPLE HEARTS | |||||||||||||
| 10201 OLD REDWOOD HIGHWAY | PENNGROVE | CA | 94951 | N/A | PC | TO SUPPORT CANINE-ASSISTED WARRIOR THERAPY, WHICH HELPS VETERANS WHILE THEY RECEIVE MUCH NEEDED THERAPY FOR TRAUMA RELATED CONDITIONS SUCH AS PTSD AND TBI. | $5,000 | ||||||
| PETERSEN AUTOMOTIVE MUSEUM FOUNDATION | |||||||||||||
| 6060 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | N/A | PC | THIRD OF THREE ANNUAL INSTALLMENT PAYMENTS TOWARDS A $5 MILLION PLEDGE TO THE PETERSEN AUTOMOTIVE MUSEUM, FOR THE BUILDING RENOVATION CAMPAIGN. | $1,000,000 | ||||||
| PLANNED PARENTHOOD LOS ANGELES | |||||||||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | N/A | PC | TO SUPPORT PROVIDING HIGH-QUALITY, AFFORDABLE REPRODUCTIVE HEALTH CARE TO THE COMMUNITIES THROUGHOUT LA COUNTY. | $25,000 | ||||||
| POLYTECHNIC SCHOOL | |||||||||||||
| 1030 EAST CALIFORNIA BOULEVARD | PASADENA | CA | 91106 | N/A | PC | TO SUPPORT THE ANNUAL GIVING CAMPAIGN AND PROVIDE ESSENTIAL REVENUE TO THE SCHOOL, WHICH WAS THE FIRST NON PROFIT SCHOOL IN SOUTHERN CALIFORNIA. | $25,000 | ||||||
| PRAGER UNIVERSITY FOUNDATION | |||||||||||||
| 15021 VENTURA BOULEVARD SUITE 552 | SHERMAN OAKS | CA | 91403 | N/A | PC | TO SUPPORT CREATING VIDEOS ON VARIOUS POLITICAL, ECONOMIC AND PHILOSOPHICAL TOPICS FROM AN AMERICAN CONSERVATIVE OR RIGHT-WING PERSPECTIVE. | $20,000 | ||||||
| PRAGER UNIVERSITY FOUNDATION | |||||||||||||
| 15021 VENTURA BOULEVARD SUITE 552 | SHERMAN OAKS | CA | 91403 | N/A | PC | TO SUPPORT CREATING VIDEOS ON VARIOUS POLITICAL, ECONOMIC AND PHILOSOPHICAL TOPICS FROM AN AMERICAN CONSERVATIVE OR RIGHT-WING PERSPECTIVE. | $100,000 | ||||||
| PRISON FELLOWSHIP | |||||||||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | N/A | PC | TO SUPPORT A RESTORATIVE APPROACH TO PRISONERS, FORMER PRISONERS, AND ALL THOSE AFFECTED BY CRIME AND INCARCERATION, ULTIMATELY MAKING COMMUNITIES SAFER AND HEALTHIER. | $10,000 | ||||||
| PROJECT K9 HERO | |||||||||||||
| 535 GRISWOLD STREET SUITE 111-105 | DETROIT | MI | 48226 | N/A | PC | TO SUPPORT ENSURING THE BEST QUALITY OF LIFE FOR OUR NATION'S RETIRED MILITARY AND POLICE WORKING DOGS BY HELPING WITH MEDICAL COSTS, FOOD, AND END OF DUTY SERVICES. | $5,000 | ||||||
| REINING HORSE FOUNDATION | |||||||||||||
| 3021 WEST RENO AVENUE | OKLAHOMA CITY | OK | 73107 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH CARES FOR THE REINING COMMUNITY AND HONORING THE SPORT'S LEGACY. | $5,000 | ||||||
| SHORE COUNTRY DAY SCHOOL | |||||||||||||
| 545 CABOT STREET | BEVERLY | MA | 01915 | N/A | PC | TO SUPPORT THE SCHOOL'S SCIENCE & ART INTEGRATED LEARNING (SAIL) AND GARDEN AND OUTDOOR EDUCATION PROGRAMS. | $25,000 | ||||||
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||||||||
| PO BOX 93845 | PASADENA | CA | 911093485 | N/A | PC | TO SUPPORT IN-DEPTH JOURNALISM REGARDING VETERANS AND MILITARY ISSUES. | $10,000 | ||||||
| SPACE FOR GIANTS USA INC | |||||||||||||
| 57 WEST 57TH STREET 4TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | TO SUPPORT THE ELEPHANT AND WILDLIFE CONSERVATION, WHICH PROTECTS THE GREAT WILDLIFE LANDSCAPES THAT AFRICA'S REMAINING WILDLIFE NEEDS TO SURVIVE AND THRIVE. | $1,000 | ||||||
| ST LUKE'S WOOD RIVER FOUNDATION | |||||||||||||
| 100 HOSPITAL DRIVE | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE ADVANCEMENT OF INNOVATIVE PROGRAMS AND SERVICES THAT IMPROVE THE HEALTH CARE OF THOSE SERVED BY THE ST. LUKES WOOD RIVER MEDICAL CENTER. | $10,000 | ||||||
| ST LUKE'S WOOD RIVER FOUNDATION | |||||||||||||
| 100 HOSPITAL DRIVE | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE ADVANCEMENT OF INNOVATIVE PROGRAMS AND SERVICES THAT IMPROVE THE HEALTH CARE OF THOSE SERVED BY THE ST. LUKES WOOD RIVER MEDICAL CENTER. | $10,000 | ||||||
| STANFORD UNIVERSITY (HOOVER INSTITUTION) | |||||||||||||
| STANFORD UNIVERSITY 434 GALVEZ MALL | STANFORD | CA | 943056003 | N/A | PC | TO SUPPORT SEEKING TO IMPROVE THE HUMAN CONDITION BY ADVANCING IDEAS THAT PROMOTE ECONOMIC OPPORTUNITY AND PROSPERITY. | $5,000 | ||||||
| SUN VALLEY CREATIVE ARTS CENTER INC | |||||||||||||
| 191 FIFTH STREET E | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHOSE MISSION IS TO ENRICH THE COMMUNITY THROUGH ARTS AND EDUCATION. | $5,000 | ||||||
| SUN VALLEY MUSIC FESTIVAL | |||||||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | TO SUPPORT ENRICHING, INSPIRING AND INSTILLING IN THE COMMUNITY A LIFELONG LOVE OF CLASSICAL MUSIC, THROUGH EXTRAORDINARY, FREE CONCERTS, AND EDUCATION PROGRAMS. | $10,000 | ||||||
| SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC | |||||||||||||
| 114 CALYPSO LANE | BELLEVUE | ID | 83313 | N/A | PC | TO SUPPORT A SAFE ENVIRONMENT TO FIND STRENGTH AND FREEDOM THROUGH THERAPEUTIC EQUINE CONNECTIONS AT NO COST TO THE PARTICIPANTS. | $5,000 | ||||||
| TEXAS HEART INSTITUTE | |||||||||||||
| 6770 BERTNER AVENUE MC 3-116/SUITE | HOUSTON | TX | 77030 | N/A | PC | TO SUPPORT REDUCING THE DEVASTATING TOLL OF CARDIOVASCULAR DISEASE THROUGH INNOVATIVE PROGRAMS, RESEARCH, EDUCATION AND IMPROVED PATIENT CARE. | $25,000 | C550 | |||||
| THACHER SCHOOL INC | |||||||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE ANNUAL NUTRITION INITIATIVE. | $200,000 | ||||||
| THACHER SCHOOL INC | |||||||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE COVID FUND. | $25,000 | ||||||
| THACHER SCHOOL INC | |||||||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | SECOND OF THREE ANNUAL INSTALLMENTS TOWARDS A $2.75 MILLION PLEDGE. | $1,000,000 | ||||||
| THACHER SCHOOL INC | |||||||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE ANNUAL FUND. | $50,000 | ||||||
| THACHER SCHOOL INC | |||||||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE DAY TO DAY LIFE OF STUDENTS AND FACULTY AND MAINTENANCE OF THE CAMPUS. | $25,000 | ||||||
| THE CAROL KIMMELMAN ATHLETIC & ACADEMIC CAMPUS INC | |||||||||||||
| 777 SOUTH FIGUEROA STREET SUITE | LOS ANGELES | CA | 90017 | N/A | PC | TO SUPPORT PROVIDING A COMPREHENSIVE COMMUNITY CENTER OFFERING ACADEMIC AND ATHLETIC PROGRAMS FOR UNDER-RESOURCED CHILDREN AND FAMILIES. | $25,000 | 2150 | |||||
| THE COLLEAGUES | |||||||||||||
| 470 WARNER AVENUE | LOS ANGELES | CA | 90024 | N/A | PC | TO SUPPORT THIS NON-PROFIT SMALL GROUP OF WOMEN WHO RAISE FUNDS FOR CHILDREN'S INSTITUTE INC. | $25,000 | ||||||
| THE COLLEAGUES | |||||||||||||
| 470 WARNER AVENUE | LOS ANGELES | CA | 90024 | N/A | PC | TO SUPPORT THIS NON-PROFIT SMALL GROUP OF WOMEN WHO RAISE FUNDS FOR CHILDREN'S INSTITUTE INC. | $25,000 | ||||||
| THE COMMUNITY LIBRARY | |||||||||||||
| 415 SPRUCE AVENUE | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE LIBRARY AND ITS VARIOUS PROGRAMS. | $5,000 | ||||||
| THE COMMUNITY SCHOOL | |||||||||||||
| 1 COMMUNITY SCHOOL DRIVE | SUN VALLEY | ID | 83353 | N/A | PC | TO SUPPORT THE SUN VALLEY SKI ACADEMY WHOSE MISSION IS TO INSPIRE STUDENTS TO THINK CRITICALLY, ENGAGE CONFIDENTLY, EMBRACE CHALLENGES, AND LEAD IMPACTFUL, PURPOSEFUL LIVES. | $10,000 | ||||||
| THE EPISCOPAL CHURCH | |||||||||||||
| ST THOMAS EPISCOPAL CHURCH PO BOX | SUN VALLEY | ID | 83353 | N/A | PC | TO SUPPORT ESTABLISHING THE CHURCH AS A COMMUNITY CENTER FOR DIVERSE ACTIVITIES AND PROGRAMS FOR CHILDREN, YOUTH, AND ADULTS OF ALL AGES. | $5,000 | 1070-201 SUN VALLEY ROAD | |||||
| THE HONOR FOUNDATION | |||||||||||||
| 11055 ROSELLE STREET SUITE 120 | SAN DIEGO | CA | 92121 | N/A | PC | TO SUPPORT AND PREPARE NAVY SEALS AND SPECIAL OP PERSONNEL DURING AND AFTER THEIR SERVICE. | $10,000 | ||||||
| THE HUNTINGTON LIBRARY | |||||||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | N/A | PC | TO SUPPORT THE ONGOING DEVELOPMENT OF THE RANCH. | $25,000 | ||||||
| THE LEADERSHIP INSTITUTE | |||||||||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | N/A | PC | TO SUPPORT INCREASING THE NUMBER OF CONSERVATIVE ACTIVISTS AND LEADERS IN THE PUBLIC POLICY PROCESS. | $5,000 | ||||||
| THE LIBRARY FOUNDATION OF LOS ANGELES | |||||||||||||
| 630 WEST FIFTH STREET | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT THE LOS ANGELES PUBLIC LIBRARY. | $15,000 | ||||||
| THE NATURE CONSERVANCY | |||||||||||||
| 116 FIRST AVENUE | NORTH HAILEY | ID | 83333 | N/A | PC | TO SUPPORT FINDING PATHS TO SOLVE CLIMATE CHANGE AND BIODIVERSITY LOSS. | $5,000 | ||||||
| THE RAND CORPORATION | |||||||||||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 904072138 | N/A | PC | TO SUPPORT THIS NONPROFIT INSTITUTION THAT HELPS IMPROVE POLICY AND DECISION MAKING THROUGH RESEARCH AND ANALYSIS. | $10,000 | ||||||
| THE RAPE FOUNDATION | |||||||||||||
| 1223 WILSHIRE BOULEVARD SUITE 410 | SANTA MONICA | CA | 90403 | N/A | PC | TO SUPPORT COUNSELING AND ADVOCATE FOR ABUSE VICTIMS. | $5,000 | ||||||
| THE RONALD REAGAN PRESIDENTIAL FOUNDATION | |||||||||||||
| 40 PRESIDENTIAL DRIVE SUITE 200 | SIMI VALLEY | CA | 93065 | N/A | PC | TO SUPPORT THIS NON-PARTISAN ORGANIZATION DEDICATED TO THE PRESERVATION AND PROMOTION OF THE LEGACY OF RONALD REAGAN. | $50,000 | ||||||
| THE SEMINAR NETWORK DBA STAND TOGETHER TRUST | |||||||||||||
| 2300 WILSON BOULEVARD SUITE 500 | ARLINGTON | VA | 22201 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH ADVOCATES FOR POLICIES THAT WILL PRESERVE THE FREEDOM AND PROSPERITY OF VETERANS AND THEIR FAMILIES. | $100,000 | ||||||
| THE TEEN PROJECT | |||||||||||||
| PO BOX 692 | SUN VALLEY | CA | 91353 | N/A | PC | TO SUPPORT PROVIDING AT-RISK TEENS RESOURCES AND SUPPORT, SUCH AS SAFE HOUSING, FINANCIAL SUPPORT TOWARDS A HIGHER EDUCATION, COUNSELING, AND MENTORING. | $100,000 | ||||||
| THE UCLA FOUNDATION | |||||||||||||
| 100 MEDICAL PLAZA SUITE 310 | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT FRIENDS OF THE BREAST CANCER PROGRAM - UNIVERSITY FUND 52977/ACCOUNT 607860. | $25,000 | ||||||
| THE UCLA FOUNDATION | |||||||||||||
| 10945 LE CONTE SUITE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT NEW AND BETTER TREATMENTS FOR GYNECOLOGIC CANCERS. | $100,000 | ||||||
| THE UCLA FOUNDATION | |||||||||||||
| 10945 LE CONTE SUITE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT OPERATION MEND SURGICAL PROGRAM. | $500,000 | ||||||
| THRIVE ANIMAL RESCUE | |||||||||||||
| 13875 OLD EL CAMINO REAL | SAN DIEGO | CA | 92130 | N/A | PC | TO SUPPORT SAVING ABANDONED DOGS FROM THE LONELINESS OF SHELTER LIFE AND PLACE THEM INTO LOVING FAMILIES AND FOREVER HOMES. | $10,000 | ||||||
| UCLA FOUNDATION HEALTH PRESS STRATEGIC FUND | |||||||||||||
| 10945 LE CONTE SUITE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT THE HEALTH PRESS STRATEGIC FUND #62613. | $15,000 | ||||||
| UCLA FOUNDATION MATTEL CHILDREN'S HOSPITAL | |||||||||||||
| 14005 LIVE OAK AVENUE | PASADENA | CA | 91109 | N/A | PC | TO SUPPORT THE MATTEL CHILDREN'S HOSPITAL. | $50,000 | ||||||
| UNITED FRIENDS OF THE CHILDREN | |||||||||||||
| 1055 WILSHIRE BOULEVARD SUITE 1955 | LOS ANGELES | CA | 90017 | N/A | PC | TO SUPPORT HELPING CURRENT AND FORMER FOSTER YOUTH TRANSITION TO ADULTHOOD THROUGH HOUSING AND EDUCATIONAL SERVICES. | $10,000 | ||||||
| UNITED FRIENDS OF THE CHILDREN | |||||||||||||
| 1055 WILSHIRE BOULEVARD SUITE 1955 | LOS ANGELES | CA | 90017 | N/A | PC | TO SUPPORT HELPING CURRENT AND FORMER FOSTER YOUTH TRANSITION TO ADULTHOOD THROUGH HOUSING AND EDUCATIONAL SERVICES. | $15,000 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA USC ATHLETICS | |||||||||||||
| HERITAGE HALL 203A | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE USC ATHLETICS PROGRAMS. | $10,000 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||||
| USC ATHLETICS MAJOR GIFTS HERITAGE | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT USC ATHLETICS AND CAPITAL PROJECTS. | $100,000 | HALL 203A | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||||
| USC ATHLETICS MAJOR GIFTS HERITAGE | LOS ANGELES | CA | 90089 | N/A | PC | FIFTH OF FIVE ANNUAL INSTALLMENTS TOWARDS A $7.5 MILLION PLEDGE TO SUPPORT THE RENOVATION OF THE LOS ANGELES MEMORIAL COLISEUM. | $1,500,000 | HALL 203A | |||||
| VESTED INTEREST IN K9S INC | |||||||||||||
| PO BOX 9 | EAST TAUNTON | MA | 02718 | N/A | PC | TO SUPPORT PROVIDING BULLET AND STAB PROTECTIVE VESTS AND OTHER ASSISTANCE TO DOGS OF LAW ENFORCEMENT AND RELATED AGENCIES THROUGHOUT THE COUNTRY. | $5,000 | ||||||
| WILD SEED PROJECT | |||||||||||||
| PO BOX 582 | BLUE HILL | ME | 04614 | N/A | PC | TO SUPPORT BUILDING AWARENESS OF THE VITAL IMPORTANCE OF NATIVE PLANTS AND TO PROVIDE PEOPLE THE TOOLS TO RESTORE BIODIVERSITY IN THEIR OWN COMMUNITIES. | $10,000 | ||||||
| WILDERNESS YOUTH PROJECT INC | |||||||||||||
| 5386 HOLLISTER AVENUE SUITE D | SANTA BARBARA | CA | 93111 | N/A | PC | TO SUPPORT PROMOTING A LIFE-LONG LOVE OF LEARNING THROUGH OUTDOOR EXPERIENCES. | $10,000 | ||||||
| WOOD RIVER LAND TRUST | |||||||||||||
| 119 EAST BULLION STREET | HAILEY | ID | 83313 | N/A | PC | TO SUPPORT CONSERVATION EFFORTS IN THE WOOD RIVER VALLEY. | $10,000 | ||||||
| WORD OF HONOR FUND | |||||||||||||
| PO BOX 777 | BELLEVUE | ID | 83313 | N/A | PC | TO SUPPORT CHILDREN OF FALLEN NAVY SEALS AND SPECIAL OPS MILITARY PERSONNEL. | $20,000 | ||||||
| YELLOWSTONE TO YUKON CONSERVATION INITIATIVE (Y2Y) | |||||||||||||
| N/A | PC | TO SUPPORT DEVELOPING AND IMPLEMENTING TIMELY, REGIONAL CONSERVATION SOLUTIONS. | $10,000 | 200-1350 RAILWAY AVENUE | CANMORE | ALBERTA | CA | T1W 1P6 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,940,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HARVARD-WESTLAKE SCHOOL | |||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | N/A | PC | SECOND OF FOUR ANNUAL INSTALLMENTS TOWARDS A $20 MILLION PLEDGE. | $5,000,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | N/A | PC | THIRD OF FOUR ANNUAL INSTALLMENTS TOWARDS A $20 MILLION PLEDGE. | $5,000,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | N/A | PC | FOURTH OF FOUR ANNUAL INSTALLMENTS TOWARDS A $20 MILLION PLEDGE. | $5,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $15,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,253,034 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,264 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,133,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,245 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,988,293 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,509 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,375,144 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,379,653 | 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 | $132,768 | Amt |
| Net Investment Income | $66,384 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $66,384 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF PART VII-B; QUESTIONS 1A(3) AND 1B | PURSUANT TO I.R.C. SECTION 4941(D)(2)(C) THE FURNISHING OF GOODS, SERVICES, OR FACILITIES BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION IS NOT AN ACT OF SELF-DEALING SINCE THE FURNISHING IS WITHOUT CHARGE AND THE GOODS, SERVICES, OR FACILITIES ARE USED EXCLUSIVELY FOR THE PURPOSES OF THE FOUNDATION. |
| FORM 990-PF PART VII-B; QUESTIONS 1A(4) AND 1B | PURSUANT TO I.R.C. SECTION 4941(D)(2)(E), THE PAYMENT OF COMPENSATION BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR THE PERFORMANCE OF PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF SUCH COMPENSATION IS NOT EXCESSIVE. |
| FORM 990-PF PART VII-B; QUESTIONS 1A(2) | PURSUANT TO I.R.C. SECTION 4941(D)(2)(B) THE LENDING OF MONEY BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF THE LOAN IS WITHOUT INTEREST OR OTHER CHARGE AND IF THE PROCEEDS OF THE LOAN ARE USED EXCLUSIVELY FOR PURPOSES SPECIFIED IN SECTION 501(C)(3). |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCRUED DIVIDENDS | $2,491 | $2,491 |
| BERKSHIRE HATHAWAY | $102,968,372 | $102,968,372 |
| DFA EMERGING MARKTS CORE EQU PORTF (DFCEX) | $13,192,563 | $13,192,563 |
| DFA FIVE YEAR GLBL FIXED INC PRTF INSTL (DFGBX) | $3,029,978 | $3,029,978 |
| DIMENSIONAL ADV US SMALL CAP VALUE PORT (DFSVX) | $16,768,312 | $16,768,312 |
| MORGAN STANLEY | $10 | $10 |
| VANGUARD GNMA ADMIRAL (VFIJX) | $3,113,900 | $3,113,900 |
| RIVER CANYON TOTAL RETURN BOND INSTL (RCTIX) | $12,494,694 | $12,494,694 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARES CAPITAL EUROPE II(D) | FMV | $1,028,331 | $1,028,331 |
| BLACKSTONE TACTICAL OPP LP. | FMV | $1,277,836 | $1,277,836 |
| BROAD STREET R/E CREDIT PARTNERS | FMV | $408,980 | $408,980 |
| CALEDONIA CO-INVEST OFFSHORE | FMV | $2,244,536 | $2,244,536 |
| CALEDONIA FUND LTD | FMV | $2,195,027 | $2,195,027 |
| CANYON BALANCED FUND | FMV | $9,141,234 | $9,141,234 |
| CZECH III SENIOR LOAN TRUST | FMV | $3,032,526 | $3,032,526 |
| OAKTREE STRATEGIC INCOME, LTD. | FMV | $3,587,762 | $3,587,762 |
| PETERSHILL II OFFSHORE LP | FMV | $6,266,989 | $6,266,989 |
| RESERVOIR STRATEGIC PARTNERS FUND TE, L.P. | FMV | $48,693 | $48,693 |
| WASSERSTEIN DEBT OPP OFFSHORE | FMV | $11,773,319 | $11,773,319 |
| COATUE FINTECH FUND I, L.P. | FMV | $5,108,573 | $5,108,573 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,738 | LegalFeesAmt |
| Net Investment Income | $2,738 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $3,582 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND | $0 | $3,200 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND (CAYMAN) | $0 | $8,018 | $0 |
| FORM K-1 - PETERSHILL II | $0 | $102,085 | $0 |
| FROM K-1 - CZECH III SENIOR LOAN TRUST | $0 | $25,682 | $0 |
| OFFICE EXPENSES | $7,509 | $3,755 | $3,529 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND | $0 | $257 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND (CAYMAN) | $0 | -$41,263 | $0 |
| FROM K-1 - CZECH III SENIOR LOAN TRUST (TE) | $0 | $263,812 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | -$20 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS (ORD. BUSINESS) | $0 | $9,526 | $0 |
| MADISON TIMBER - PARTIAL RETURN OF PRINCIPAL | $3,133,813 | $0 | $3,133,813 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON ASSETS | Desc |
| Amt | $23,878,835 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES PAYABLE | Desc |
| BOY Book Value | $1,057,000 | BOYBookValueAmt |
| EOY Book Value | $1,389,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $667,471 | Amt |
| Net Investment Income | $667,471 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $3,025 | $0 | $0 |
| REGISTRY OF CHARITABLE TRUSTS | $150 | $0 | $150 |
| CURRENT FED EXCISE TAX PROVISION | $105,767 | $0 | $0 |
| FEDERAL UBTI TAX | $20,776 | $0 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $1,980 | $0 |
| DEFERRED FED EXCISE TAX PROVISION | $332,000 | $0 | $0 |