TLJC FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TLJC FOUNDATION (EIN 82-3908652)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-02
- IRS object ID
- 202232459349100313
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-02T10:58:07-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263909854 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winningham Becker & Company LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21031 Ventura Boulevard Suite 1000 | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91364 | 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 | 823908652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TLJC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TLJC | BusinessNameControlTxt |
| Phone | 3103751356 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1605 GILCREST DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOBEY COTSEN-VICTOR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TOBEY | PersonFirstNm |
| Person Last | COTSEN-VICTOR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA SHUMSKAYA | PreparerPersonNm |
| PTIN | P01676149 | PTIN |
| Phone | 8185986525 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $3,537,753 | 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 | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $751,955 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,601,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $751,955 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $777,471 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $777,471 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $476 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,282 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,641 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $22,305 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,305 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,325 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,016 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $186 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,404 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,196 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $186 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,814 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,814 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $254,218 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,196 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $523,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $750,275 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $133,764 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $147,372 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $147,372 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,137,582 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,403,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,003,622 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $970,529 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,214,846 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,386,759 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,241,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,765,310 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,537,753 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,241,875 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,765,310 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,241,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,765,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,241,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,765,310 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,241,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $523,253 | ExcessRevenueOverExpensesAmt |
| Other Increases | $182 | OtherIncreasesAmt |
| Subtotal | $2,765,310 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,765,310 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - CP GAIN DIS | P | 2010-01-01 | 2021-12-31 | $106,764 | $106,764 | $106,764 | |
| PUBLICLY TRADED SECURITIES - ST | P | 2021-01-01 | 2021-01-02 | $509,505 | $40,000 | $40,000 | $469,505 |
| PUBLICLY TRADED SECURITIES - LT | P | 2020-01-01 | 2021-02-02 | $820,673 | $457,459 | $457,459 | $363,214 |
| PUBLICLY TRADED SECURITIES - LT | P | 2020-01-01 | 2021-02-02 | $162,508 | $145,750 | $145,750 | $16,758 |
| PUBLICLY TRADED SECURITIES - WASH SALE | P | 2019-01-01 | 2021-01-02 | $1,982 | $1,982 | $1,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $751,955 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,429 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,429 | SubtotalAmt |
| Tax Based On Investment Income | $10,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,129 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,629 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Overpayment | $3,188 | OverpaymentAmt |
| Applied To ES Tax | $3,188 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN K JUDD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103751356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4152 PRADO DE LAS CABRAS | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOBEY LJ COTSEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1605 GILCREST DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,421,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,552,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,552,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,499,162 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,429 | TotalTaxAmt |
| Distributable Before Adj | $164,529 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $164,529 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $164,529 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $210,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,734 | UndistributedIncomePYAmt |
| Qualifying Distributions | $210,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,734 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $163,266 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,263 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TOBEY LJ COTSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BHHS ALUMNI ASSOCIATION | |||||||
| 241 MORENO DRIVE | BEVERLY HILLS | CA | 90212 | NONE | PC | GENERAL | $10,000 |
| DANCE AND DIALOGUE | |||||||
| 11645 Gorham Avenue 206 | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL | $21,000 |
| ISRAEL EMERGENCY ALLIANCE | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL | $2,919 |
| JVS SOCAL | |||||||
| 6505 Wilshire Boulevard Suite 200 | LOS ANGELES | CA | 90048 | NONE | PC | YOUTH PROGRAMS | $5,000 |
| LACMA | |||||||
| 5905 Wilshire Boulevard | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL | $5,000 |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 West Fifth Street | LOS ANGELES | CA | 90071 | NONE | PC | GENERAL | $5,000 |
| PLANNED PARENTHOOD | |||||||
| 400 West 30th Street | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL | $4,500 |
| UCLA FOUNDATION | |||||||
| 10920 Wilshire Bouevard Suite 1400 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL | $5,000 |
| GUIDE DOGS OF AMERICA | |||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | NONE | PC | GENERAL | $17,645 |
| CALIFORNIA INSTITUTE OF THE ARTS | |||||||
| 24700 MCBEAN PARKWAY | VALENCIA | CA | 91355 | NONE | PC | GENERAL | $15,000 |
| ONE VOICE | |||||||
| 1228 15TH STREET SUITE C | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL | $1,000 |
| VISION TO LEARN | |||||||
| 12100 Wilshire Blvd Suite 1275 | Los Angeles | CA | 90025 | NONE | PC | GENERAL | $5,000 |
| CENTER FOR EARLY EDUCATION | |||||||
| 563 North Alfred St | West Hollywood | CA | 90048 | NONE | PC | GENERAL | $14,000 |
| CHAI LIFELINE | |||||||
| 151 WEST 30TH ST | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $5,000 |
| CITY HARVEST | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | NONE | PC | GENERAL | $100 |
| EDESIA NUTRITION | |||||||
| 550 Romano Vineyard Way | North Kingstown | RI | 02852 | NONE | PC | GENERAL | $1,000 |
| FRIENDS OF MALIBU URGENT CARE | |||||||
| PO BOX 6836 | MALIBU | CA | 90264 | NONE | PC | GENERAL | $10,000 |
| I AM ALS | |||||||
| 1200 PENNSYLVANIA AVE NW 14135 | WASHINGTON | DC | 20044 | NONE | PC | GENERAL | $10,000 |
| LACHSA FOUNDATION | |||||||
| 369 E 1ST ST 3RD FL SUITE 3 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $1,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST SUITE 540 | BOSTON | MA | 02114 | NONE | PC | GENERAL | $10,000 |
| METHUSELAH FOUNDATION | |||||||
| 8021 FLINT ST | SPRINGFIELD | VA | 22153 | NONE | PC | GENERAL | $10,000 |
| PICO UNION PROJECT | |||||||
| 1153 VALENCIA ST | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL | $10,000 |
| PIECE BY PIECE | |||||||
| 1815 S SOTO ST | LOS ANGELES | CA | 90023 | NONE | PC | GENERAL | $6,150 |
| SOULWORDS | |||||||
| 63 WHITE DR | CEDARHURST | NY | 11516 | NONE | PC | GENERAL | $500 |
| SWIPE OUT HUNGER | |||||||
| 3751 MOTOR AVE PO 34425 | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL | $2,500 |
| UC REGENTS | |||||||
| 16 SPROUL HALL 1960 | BERKELEY | CA | 94720 | NONE | PC | GENERAL | $20,000 |
| VISIONS | |||||||
| 500 GREENWICH ST SUITE 302 | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $10,000 |
| WILDLIFE CONSERVATION NETWORK | |||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,814 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $751,955 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $777,471 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $777,471 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION AND ACCOUNTING | CategoryTxt |
| Amt | $9,282 | Amt |
| Net Investment Income | $4,641 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF DELAWARE DOES NOT REQUIRE A COPY OF FORM 990-PF.A COPY OF FORM 990-PF IS PROVIDED TO THE STATE OF CALIFORNIA. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY 175910 - SEE ATTACHED | StockNm |
| EOY Book Value | $1,403,092 | EOYBookValueAmt |
| EOYFMV | $2,003,622 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY 175910 - SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,214,846 | BookValueAmt |
| EOYFMV | $1,386,759 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $476 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CALIFORNIA SECRETARY OF STATE | $25 | |
| FILING FEES - DELAWARE | $25 | |
| FUNDRAISING PLATFORM FEES | $186 | $186 |
| SOFTWARE FEES | $780 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $182 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $22,305 | Amt |
| Net Investment Income | $22,305 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DEPARTMENT OF JUSTICE | $75 | |
| FEDERAL ESTIMATED TAXES 2021 | $8,000 | |
| FEDERAL EXCISE TAX 2020 | $3,000 | |
| FOREIGN TAX PAID ON INVESTMENTS | $250 | $250 |