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EMMETT FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
EMMETT FOUNDATION (EIN 20-0429029)
Tax period
2020-12-01 to 2021-11-30
Filed
2022-09-28
IRS object ID
202242719349100129
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-09-28T16:19:33-05:00ReturnTs
Tax Period End2021-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115760 VENTURA BLVD SUITE 1700AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200429029EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EMMETT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% AMY WHITEInCareOfNm
Business Name ControlEMMEBusinessNameControlTxt
Phone3108282705PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD STE 210AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAN EMMETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3108282705PhoneNum
Signature2022-09-27SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANPersonFirstNm
Person LastEMMETTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNORMAN J TAMKINPreparerPersonNm
PTINP00230294PTIN
Phone8188493140PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,807,710FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,488,920ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$498,298DividendsRevAndExpnssAmt
Dividends Net Invst Incm$498,298DividendsNetInvstIncmAmt
Dividends Adj Net Incm$498,298DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,252,958NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,253,172GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,252,959CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,240,176TotalRevAndExpnssAmt
Total Net Invst Incm$1,751,257TotalNetInvstIncmAmt
Total Adj Net Incm$498,298TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,510AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,510AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$95TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$95TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,605TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,605TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,024,778ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,024,778ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,028,383TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,028,383TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,211,793ExcessRevenueOverExpensesAmt
Net Investment Income$1,751,257NetInvestmentIncomeAmt
Adjusted Net Income$498,298AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$158,927CashBOYAmt
Cash EOY$2,298,901CashEOYAmt
Cash EOYFMV$2,298,901CashEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$46,819CorporateStockEOYAmt
Corporate Stock EOYFMV$27,508,809CorporateStockEOYFMVAmt
Total Assets BOY$158,927TotalAssetsBOYAmt
Total Assets EOY$2,345,720TotalAssetsEOYAmt
Total Assets EOYFMV$29,807,710TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,899,842CapitalStockBOYAmt
Capital Stock EOY$2,899,842CapitalStockEOYAmt
Retained Earning BOY-$2,740,915RetainedEarningBOYAmt
Retained Earning EOY-$554,122RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$158,927TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,345,720TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$158,927TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,345,720TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$158,927TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,211,793ExcessRevenueOverExpensesAmt
Subtotal$2,370,720SubtotalAmt
Other Decreases$25,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,345,720TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
208,698 SHARES OF CLOVER HEALTH INVESTMENTS CORP.2018-12-282021-07-20$1,677,544$879,805$797,739$797,739
15,223 SHARES OF ASANA, INC.2016-04-062021-02-03$575,628$64,942$455,220$510,686
FieldValueIRS element (for citing)
Capital Gain Net Income$1,252,959CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24,342InvestmentIncomeExciseTaxAmt
Subtotal$24,342SubtotalAmt
Tax Based On Investment Income$24,342TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$25,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$37,000TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Overpayment$12,652OverpaymentAmt
Applied To ES Tax$12,652AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1AMY WHITEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3108282705PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD STE 210AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAN A EMMETT
11812 SAN VICENTE BLVD STE 210LOS ANGELESCA90049DIRECTOR & PRESIDENT0$0$0$0
RAE M EMMETT
11812 SAN VICENTE BLVD STE 210LOS ANGELESCA90049DIRECTOR, VP & ASST. SECRETARY0$0$0$0
ROSALIND EMMETT NIEMAN
11812 SAN VICENTE BLVD STE 210LOS ANGELESCA90049DIRECTOR, VP & ASST. SECRETARY0$0$0$0
DANIEL W EMMETT
11812 SAN VICENTE BLVD STE 210LOS ANGELESCA90049DIRECTOR, VP & ASST. SECRETARY0$0$0$0
MORGAN W EMMETT
11812 SAN VICENTE BLVD STE 210LOS ANGELESCA90049DIRECTOR, VP & SECRETARY0$0$0$0
TYLER A EMMETT
11812 SAN VICENTE BLVD STE 210LOS ANGELESCA90049DIRECTOR, VP & ASST. SECRETARY0$0$0$0
AMANDA WHITE
11812 SAN VICENTE BLVD STE 210LOS ANGELESCA90049CFO, TRSR, & ASST. SECRETARY0$0$0$0
KYRA GOODMAN
11812 SAN VICENTE BLVD STE 210LOS ANGELESCA90049ASSISTANT SECRETARY0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/A, THE FOUNDATION MAKES GRANTS TO VARIOUS NON-PROFIT ORGANIZATIONS, FOCUSING ON THOSE THAT BENEFIT CONSERVATION, EDUCATION, AND PUBLIC HEALTH.Description1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$26,660,403AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,110,259AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,770,662TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$27,770,662AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$416,560CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,354,102NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,367,705MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,367,705MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,342TaxBasedOnInvestmentIncomeAmt
Total Tax$24,342TotalTaxAmt
Distributable Before Adj$1,343,363DistributableBeforeAdjAmt
Distributable Before Ded$1,343,363DistributableBeforeDedAmt
Distributable As Adjusted$1,343,363DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,028,383ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,028,383QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,028,383AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,343,363DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$398,485ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$1,773,243ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$2,171,728TotalExcessDistributionCyovAmt
Qualifying Distributions$1,028,383QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,028,383AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$314,980ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$314,980ExcessDistributionCyovAppCYAmt
Total Corpus$1,856,748TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$83,505ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,773,243ExcessDistriCyovToNextYrAmt
Excess From Year3$1,773,243ExcessFromYear3Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAN A EMMETTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ONE PERCENT FOR THE PLANET
47 MAPLE STREET SUITE 103BURLINGTONVT05401NONEPCTO SUPPORT AN ALLIANCE OF BUSINESSES FOR A HEALTHY PLANET$50,000
ALTASEA
2456 SIGNAL STREETSAN PEDROCA90731NONEPCTO SUPPORT INNOVATIVE SOLUTIONS TO GLOBAL CHALLENGES OF HUMAN AND ENVIRONMENTAL SUSTAINABILTY$30,000
THE AMERICAN ALPINE CLUB
710 10TH STREET SUITE 100GOLDENCO80401NONEPCTO SUPPORT PASSION FOR CLIMBING$5,000
AMERICAN RIVERS
1101 14TH STREET NW SUITE 1400WASHINGTONDC20005NONEPCTO PROTECT WILD RIVERS, RESTORE DAMAGED RIVERS, AND CONSERVE CLEAN WATER FOR PEOPLE AND NATURE$2,500
CENTER FOR PUBLIC INTEGRITY
910 17TH STREET NW SUITE 700WASHINGTONDC20006NONEPCTO BENEFIT THE ORGANIZATION'S OPERATIONS$16,000
CHANNEL ISLANDS RESTORATION
928 CARPINTERIA STREET SUITE 3SANTA BARBARACA93103NONEPCTO BENEFIT THE PROTECTION OF RARE AND ENDANGERED PLANTS AND ANIMALS$5,000
COALITION FOR CLEAN AIR
800 WILSHIRE BLVDLOS ANGELESCA90017NONEPCTO PROTECT PUBLIC HEALTH, IMPROVES AIR QUALITY, AND PREVENTS CLIMATE CHANGE$10,000
CONSERVATION LANDS FOUNDATION
835 E 2ND AVE SUITE 314DURANGOCO81301NONEPCTO PROTECT AND RESTORE THE NATIONAL CONSERVATION LANDS THROUGH EDUCATION$20,000
ENVIRONMENTAL DEFENSE CENTER
906 GARDEN STREETSANTA BARBARACA93101NONEPCTO BENEFIT ENDEAVORS TO PROTECT THE ENVIRONMENT AND PROMOTE ENVIRONMENTAL EDUCATION$30,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTHNEW YORKNY10010NONEPCTO SUPPORT SOLUTIONS OF CARBON EMISSIONS GLOBALLY$50,000
GAVIOTA COAST CONSERVANCY
5638 HOLLISTER AVEGOLETACA93117NONEPCTO PROTECT GAVIOTA COAST$2,500
HEAL THE OCEAN
1430 CHAPALA STREETSANTA BARBARACA93101NONEPCTO BENEFIT ENDEAVORS TO PREVENT OCEAN POLLUTION$15,000
ISLAND PRESS
2000 M STREET NW SUITE 650WASHINGTONDC20036NONEPCTO BENEFIT ENDEAVORS TO PROTECT AND SUSTAIN THE ENVIRONMENT$20,000
LOS ANGELES WATERKEEPER
120 BROADWAYSANTA MONICACA90401NONEPCTO SUPPORT THE PRESERVATION AND PROTECTION OF CLEAN WATER$11,000
LOS PADRES FOREST WATCH
PO BOX 831SANTA BARBARACA93102NONEPCTO PROTECT THE SAFETY OF THE LOS PADRES FOREST$2,500
NATIONAL PARK FOUNDATION
1110 VERMONT AVE NW SUITE 200WashingtonDC20005NONEPCTO PROTECT NATIONAL PARKS AND PROGRAMS$5,000
THE NATIONAL WILDLIFE FEDERATION
PO BOX 1583MERRIFIELDVA221161583NONEPCTO BENEFIT ENDEAVORS TO PROTECT WILDLIFE AND NATURAL RESOURCES$7,500
PLANNING & CONSERVATION LEAGUE
1107 9TH STREET SUITE 901SACRAMENTOCA95814NONEPCTO BENEFIT ENDEAVORS TO PROTECT THE ENVIRONMENT$1,000
RESTORE HETCH HETCHY
3286 ADELINE STREET SUITE 7BERKELEYCA94703NONEPCTO SUPPORT RESTORING THE HETCH HETCHY VALLEY TO NATURAL SPLENDOR$5,000
SAINT JOHN'S HEALTH CENTER FOUNDATION
2121 SANTA MONICA BLVDSANTA MONICACA90404NONEPCHONORING DOCTOR PRUDENTE AND ELSON$42,000
SANTA BARBARA CHANNELKEEPER
714 BOND AVESANTA BARBARACA93103NONEPCTO BENEFIT ENDEAVORS TO PROTECT AND RESTORE THE SANTA BARBARA CHANNEL$2,500
SANTA BARBARA MUSEUM OF NATURAL HISTORY
2559 PUESTA DEL SOLSANTA BARBARACA93105NONEPCTO BENEFIT ENDEAVORS TO RECONNECT PEOPLE TO NATURE$2,500
SOUTH FORK NATURAL HISTORY MUSEUM
377 BRIDGEHAMPTON-SAG HARBOR TURNPIBRIDGEHAMPTONNY11932NONEPCTO BENEFIT ENDEAVORS TO RAISE ENVIRONMENTAL AWARENESS$25,000
SOUTHERN CALIFORNIA PUBLIC RADIO (KPCC)
474 SOUTH RAYMOND AVEPASADENACA91105NONEPCTO BENEFIT PUBLIC RADIO$500
SURFRIDER FOUNDATION
942 CALLE NEGOCIO SUITE 350SAN CLEMENTECA92673NONEPCTO PROTECT AND ENJOY THE OCEAN, WAVES, AND BEACHES$5,000
THE FUND FOR THE PEOPLE IN PARKS
1000 BROADWAY SUITE 480OAKLANDCA94607NONEPCTO BENEFIT THE PARKS' PROGRAM REQUIRED BY LAW$25,000
WATERKEEPER ALLIANCE
180 MAIDEN LANE SUITE 603NEW YORKNY10038NONEPCTO SUPPORT THE PRESERVATION AND PROTECTION OF CLEAN WATER$1,000
YOSEMITE CONSERVANCY
101 MONTGOMERY STREET SUITE 1700SAN FRANCISCOCA94104NONEPCTO ACTIVELY PROMOTE AND EDUCATE TO PRESERVE YOSEMITE$5,000
CENTER FOR SCIENCE IN THE PUBLIC INTEREST
1220 L ST NW SUITE 300WASHINGTONDC20005NONEPCTO SUPPORT RESEARCH AND ADVOCACY OF HEALTH AND NUTRITION$2,000
CLIMATE RIDE
111 N HIGGINS AVE SUITE 415MISSOULAMT59802NONEPCTO SUPPORT SUSTAINABILITY, ACTIVE TRANSPORTATION, AND ENVIRONMENTAL CAUSES$1,000
FIRST DESCENTS
3001 BRIGHTON BLVD SUITE 623DENVERCO80216NONEPCTO SUPPORT YOUNG ADULTS WITH SERIOUS HEALTH CONDITIONS THROUGH OUTDOOR ADVENTURES$5,000
LIGHTHAWK
PO BOX 913239DENVERCO80291NONEPCTO SUPPORT CONSERVATION THROUGH THE PERSPECTIVE OF AVIATION$2,000
SANTA BARBARA MARITIME MUSEUM
113 HARBOR WAY STE 190SANTA BARBARACA93109NONEPCTO SUPPORT ENDEAVORS TO PROMOTE, EDUCATE, AND CELEBRATE THE SANTA BARBARA CHANNEL$2,500
THE LAND TRUST FOR SANTA BARBARA COUNTY
1530 CHAPALA ST SUITE ASANTA BARBARACA93101NONEPCTO PROTECT NATURAL RESOURCES, AGRICULTURAL LAND, AND OPEN SPACES FOR PRESENT AND FUTURE GENERATIONS$10,000
THE TRUST FOR PUBLIC LAND
101 MONTGOMERY STREET SUITE 900SAN FRANCISCOCA94104NONEPCTO PROTECT AND CREATE PARKS$10,000
WILD EARTH GUARDIANS
301 N GUADALUPE ST 201SANTA FENM87501NONEPCTO PROTECT AND RESTORE WILDLIFE, WILD PLACES, WILD RIVERS, AND THE HEALTH OF THE AMERICAN WEST$5,000
HARVARD
MASSACHUSETTS HALLCAMBRIDGEMA02138NONEPCTO BENEFIT EDUCATION$10,000
AMERICAN FORESTS
1220 L STREET NW STE 750WASHINGTONDC20005NONEPCTO PROTECT THE FOREST$1,000
CALIFORNIA WILDERNESS COALITION (CALWILD)
520 THIRD STREET STE 208OAKLANDCA94607NONEPCTO PROTECT THE WILDERNESS$2,500
CARPINTERIA ARTS CENTER
865 LINDEN AVECARPINTERIACA93013NONEPCTO BENEFIT ART EDUCATION$300
CLAREMONT MCKENNA COLLEGE
888 COLUMBIA AVENUECLAREMONTCA91711NONEPCTO BENEFIT EDUCATION$10,000
ECOAMERICA
600 CALIFORNIA STREET 11TH FLRSAN FRANCISCOCA94108NONEPCTO BENEFIT THE ECOSYSTEM$20,000
ISLAND CONSERVATION
2100 DELAWARE AVE STE 1SANTA CRUZCA95060NONEPCTO BENEFIT ENDEAVORS TO PROTECT AND SUSTAIN THE ENVIRONMENT$1,000
MARYMOUNT SCHOOL SANTA BARBARA
2130 MISSION RIDGE RDSANTA BARBARACA93103NONEPCTO BENEFIT EDUCATION$19,300
UNION RESCUE MISSION
545 S SAN PEDRO STLOS ANGELESCA90013NONEPCTO BENEFIT HOMELESS SHELTERS$77,778
WORLD WILDLIFE FUND
1250 TWENTY-FOURTH ST NW PO BOXWASHINGTONDC200907180NONEPCTO BENEFIT THE WILDLIFE$5,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVDBRONXNY10460NONEPCTO BENEFIT WILDLIFE$5,000
CLIMATE ACTION RESERVE
818 W 7TH ST SUITE 710LOS ANGELESCA90017NONEPCTO BENEFIT CLIMATE CHANGE$1,000
PACIFIC CREST TRAIL ASSOCIATION
1331 GARDEN HIGHWAY SUITE 230SACRAMENTOCA95833NONEPCTO BENEFIT ENDEAVORS TO PROTECT AND SUSTAIN THE ENVIRONMENT$2,500
POPULATION CONNECTION
PO BOX 97129WASHINGTONDC200777129NONEPCTO SUPPORT PROGRAMS FOR A SUSTAINABLE FUTURE$1,000
AMERICAN COMMON GROUND COUNCIL
1455 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004NONEPCTO PROMOTE SOLUTIONS TO ENVIRONMENTAL AND ENERGY CHALLENGES$50,000
AMERICAN FOREST FOUNDATION
2000 M STREET NW SUITE 550WASHINGTONDC20036NONEPCTO WORK WITH FAMILY FOREST LAND OWNERS TO PROTECT AND CONSERVE THE FOREST$1,000
AUSTIN COMMUNITY FOUNDATION
4315 GUADALUPE STREET SUITE 300AUSTINTX78751NONEPCTO HELP FUND EDUCTION IN AUSTIN$500
CALIFORNIA OCEAN SCIENCE TRUST
1017 L STREET 293SACRAMENTOCA95814NONEPCTO CREATE A HEALTHY AND PRODUCTIVE OCEAN FUTURE FOR CALIFORNIA$2,500
CARPINTERIA SKATE FOUNDATION
PO BOX 65CARPINTERIACA93014NONEPCTO MAINTAIN THE SKATEPARK OF CARPINTERIA$5,000
CARPINTERIA VALLEY HISTORICAL SOCIETY
956 MAPLE STCARPINTERIACA93013NONEPCTO SUPPORT THE LOCAL MUSEUM$500
CHESAPEAKE LEGAL ALLIANCE
501 SIXTH STANNAPOLISCA21403NONEPCTO PROVIDE AND COORDINATE VOLUNTEER LEGAL SERVICES TO ENVIRONMENTAL ORGANIZATION TO IMPROVE THE HEALTH OF THE CHESAPEAKE BAY AND ITS WATERSHED$1,000
COMMUNITY ENVIRONMENTAL COUNCIL
1219 STATE STREETSANTA BARBARACA93101NONEPCTO PROTECT THE CALIFORNIA CENTRAL COAST THROUGH COMBATING THE CLIMATE CRISIS WITH ZERO CARBON GOALS$1,000
ENDANGERED SPECIES COALITION
PO BOX 65195WASHINTONCA20901NONEPCTO RESTORE AND PROTECT THE NATION'S AT-RISK SPECIES FROM EXTINCTION$5,000
ENVIRONMENTAL CALIFORNIA RESEARCH & POLICY CENTER
3435 WILSHIRE BLVD STE 385LOS ANGELESCA90010NONEPCTO PROTECT CALIFORNIA'S AIR, WATER AND OPEN SPACES$1,000
ENVIRONMENTAL LAW INSTITUTE
1730 M STREET NW SUITE 700WASHINGTONDC20036NONEPCTO PROTECT THE ENVIRONMENT THROUGH PRACTICAL LAW AND POLICY SOLUTIONS$5,000
GOLETA VALLEY COTTAGE HOSPITAL FOUNDATION
351 S PATTERSON AVESANTA BARBARACA93111NONEPCTO PROVIDE EXCEPTIONAL HEALTH CARE AND RESEARCH$2,500
EXPERIENCE CAMPS
136 MAIN STREET SUITE 206WESTPORTCT06880NONEPCTO SUPPORT GREIVING CHILDREN WHO HAVE LOST A PARENT WITH A SUMMER CAMP TRIP$2,500
INDIGENOUS EDUCATION FOUNDATION OF TANZANIA INC
PO BOX 474PINE BLUFFSWY82082NONEPCTO BENEFIT EDUCATION$2,400
MARINE APPLIED RESEARCH & EXPLORATION
1230 BRICKYARD COVE ROAD 101RICHMONDCA94801NONEPCTO PROTECT THE DEEPWATER MARINE ECOSYSTEMS$20,000
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW SUITE 700WASHINGTONDE20001NONEPCTO CONSERVE THE NATIONAL PARKS$5,000
OJAI VALLEY SCHOOL
723 EL PASO ROADOJAICA93023NONEPCTO BENEFIT EDUCATION$2,000
RIVIERA RIDGE SCHOOL
2130 MISSION RIDGE ROADSANTA BARBARACA93103NONEPCTO BENEFIT EDUCATION$10,000
ROCKY MOUNTAIN INSTITUTE
22830 TWO RIVERS ROADBASALTCO81621NONEPCTO PROTECT THE ENVIRONMENT WITH CLEAN, PROSPEROUS, AND LOW-CARBON SOLUTIONS$5,000
SANTA BARBARA FOUNDATION
1111 CHAPALA ST SUITE 200SANTA BARBARACA93101NONEPCTO IMPROVE THE COMMUNITY OF SANTA BARBARA$300,000
SANTA BARBARA CITY COLLEGE FOUNDATION
721 CLIFF DRIVESANTA BARBARACA93109NONEPCTO BENEFIT EDUCATION$5,000
THE MONTANA LAND RELIANCE
PO BOX 355HELENAMT59624NONEPCTO PRESERVE THE LAND AND WILDLIFE OF MONTANA$2,500
UCLA FOUNDATION
10889 WILSHIRE BOULEVARD SUITE 1100LOS ANGELESCA90024NONEPCTO BENEFIT EDUCATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,024,778TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$498,298ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,252,958ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,751,256ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,751,256TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
DAN EMMETT
111812 SAN VICENTE BLVD SUITE 210LOS ANGELESCA90049$488,707Yes (X)Yes (X)
DAN EMMETT
211812 SAN VICENTE BLVD SUITE 210LOS ANGELESCA90049$879,805Yes (X)Yes (X)
DAN EMMETT
311812 SAN VICENTE BLVD SUITE 210LOS ANGELESCA90049$120,408Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
150,779 SHARES OF DOUGLAS EMMETT, INC.$1,500,0122020-12-28
2208,698 SHARES OF CLOVER HEALTH INVESTMENTS CORP.$1,677,5442021-07-20
315,223 SHARES OF ASANA, INC.$575,6282021-02-03

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,510Amt
Disbursements Charitable Prps$3,510DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockDOUGLAS EMMETT, INC.StockNm
EOY Book Value$46,819EOYBookValueAmt
EOYFMV$27,508,809EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAXESDesc
Amt$25,000Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFILING FEESCategoryTxt
Amt$95Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$95DisbursementsCharitablePrpsAmt