KLM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KLM FOUNDATION (EIN 95-4682685)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349106881
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2022-11-14T19:39:56-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 AVE 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954682685 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KLMF | BusinessNameControlTxt |
| Phone | 3105519936 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 SANTA MONICA BLVD STE 610 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN L MCCARTHY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3105519936 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN | PersonFirstNm |
| Person Last | MCCARTHY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN K AMSTER | PreparerPersonNm |
| PTIN | P00378875 | PTIN |
| Phone | 2135932300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $114,072,777 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $422,243 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60,569 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,854,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,432,346 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,014,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,290,454 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,128,595 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,746 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,291,228 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,641,256 | 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 | $75,012 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $37,506 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $37,506 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $102,143 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $47,487 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,487 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $172,791 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $253,972 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $568,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,345 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $150 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $91 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $91 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $31,775 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $15,888 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,887 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $687 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $687 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $950,799 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $405,976 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $101,030 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,246,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,751,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,197,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $405,976 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,852,830 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,093,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,235,280 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,248,872 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,055,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,055,296 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $64,416,366 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,615,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $75,615,133 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,927,704 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,932,827 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,932,827 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,337,164 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,240,083 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,240,083 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $86,904 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $85,625 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $1,279 | LandEOYAmt |
| Land EOYFMV | $1,279 | LandEOYFMVAmt |
| Other Assets BOY | $18,692,559 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,228,159 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,228,159 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $103,622,665 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,072,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $114,072,777 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $444,192 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $557,497 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $444,192 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $557,497 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $84,577,456 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $97,334,445 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $18,601,017 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $16,180,835 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,178,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,515,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,622,665 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $114,072,777 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,178,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,093,629 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,243,178 | OtherIncreasesAmt |
| Subtotal | $113,515,280 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $113,515,280 | 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 | P | 2020-12-31 | 2021-12-31 | $3,523,349 | $3,523,349 | $3,523,349 | |
| CAPITAL GAIN DIVIDENDS | P | 2020-12-31 | 2021-12-31 | $5,414,530 | $5,414,530 | $5,414,530 | |
| NORTHERN TRUST PUBLICLY TRADED SECURITIES | 2020-12-31 | 2021-12-31 | $3,342,321 | $1,190,716 | $1,190,716 | $2,151,605 | |
| DISPOSITION OF INTEREST IN OCM PRINCIPAL OPPORTUNITIES FUND IV AIF | P | 2020-12-31 | 2021-12-31 | $1,410 | $0 | $0 | $1,410 |
| DISPOSITION OF INTEREST IN OCM PRINCIPAL OPPORTUNITIES FUND IV, L.P. | P | 2020-12-31 | 2021-12-31 | $7,452 | $0 | $0 | $7,452 |
| DISPOSITION OF INTEREST IN OAKTREE HIGH YIELD PLUS FEEDER FUND, L.P | P | 2020-12-31 | 2021-12-31 | $1,392 | $0 | $0 | $1,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,128,595 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $156,170 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $156,170 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $156,170 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,167 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $181,167 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,627 | EsPenaltyAmt |
| Overpayment | $23,370 | OverpaymentAmt |
| Applied To ES Tax | $23,370 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2135932300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SOUTH GRAND AVE SUITE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN L MCCARTHY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 SANTA MONICA BLVD STE 610 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DODGE AND COX FUNDS | |||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT SERVICES | $98,511 |
| ANDERSEN TAX LLC | |||||
| 350 SOUTH GRAND AVE SUITE 2000 | LOS ANGELES | CA | 90071 | ACCOUNTING AND TAX SERVICES | $87,193 |
| IRELL & MANELLA LLP | |||||
| 1800 AVENUE OF THE STARS SUITE 900 | LOS ANGELES | CA | 90067 | LEGAL SERVICES | $75,000 |
| KEARNS & ASSOCIATES | |||||
| 23823 MALIBU ROAD S-50-440 | MALIBU | CA | 90265 | INVESTMENT SERVICES | $54,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $81,676,552 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,099,374 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,937,689 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,713,615 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $94,713,615 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,420,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,292,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,664,646 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,664,646 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $156,170 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $236,173 | IncomeTaxAmt |
| Total Tax | $392,343 | TotalTaxAmt |
| Distributable Before Adj | $4,272,303 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,272,303 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,272,303 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,852,830 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,852,830 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,272,303 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $96,876 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $96,876 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,852,830 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,272,303 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $580,527 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $677,403 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $677,403 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $96,876 | ExcessFromYear1Amt |
| Excess From Current Year | $580,527 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHLEEN L MCCARTHY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (259 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | 501(C)(3) | GENERAL | $5,000 | |
| ACCESS BOOKS | |||||||
| ORTON AVE | LOS ANGELES | CA | 90064 | 501(C)(3) | GENERAL | $5,000 | |
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1150 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20036 | 501(C)(3) | GENERAL | $10,000 | |
| ALLEY CAT ALLIES | |||||||
| 7920 NORFOLK AVENUE SUITE 600 | BETHESDA | MD | 20814 | 501(C)(3) | GENERAL | $1,000 | |
| AMERICA MEDIA | |||||||
| FOUR NEW YORK PLAZA | NEW YORK | NY | 10004 | 501(C)(3) | GENERAL | $2,500 | |
| AMERICAN FARMLAND TRUST | |||||||
| 1150 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20036 | 501(C)(3) | GENERAL | $250 | |
| AMERICAN FARMLAND TRUST | |||||||
| 1150 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20036 | 501(C)(3) | GENERAL | $5,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 816 S FIGUEROA ST | LOS ANGELES | CA | 90017 | 501(C)(3) | GENERAL | $1,000 | |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | 501(C)(3) | GENERAL | $1,000 | |
| AMERICAN RED CROSS LOS ANGELES | |||||||
| 1450 S CENTRAL AVE | LOS ANGELES | CA | 90021 | 501(C)(3) | GENERAL | $10,000 | |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | 501(C)(3) | GENERAL | $1,000 | |
| ANGELUS | |||||||
| 1208 NAVAHO ST | ARLINGTON | TX | 76012 | 501(C)(3) | GENERAL | $2,500 | |
| ARCHDIOCESE OF LOS ANGELES | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | 501(C)(3) | GENERAL | $10,000 | |
| ARCHDIOCESE OF LOS ANGELES | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | 501(C)(3) | GENERAL | $10,000 | |
| ARCHDIOCESE OF LOS ANGELES PRAYER BREAKFAST | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | 501(C)(3) | GENERAL | $1,000 | |
| ASCENDING LIGHT LEADERSHIP NETWORK | |||||||
| 2310 RIVERDALE AVE | LOS ANGELES | CA | 90031 | 501(C)(3) | GENERAL | $2,500 | |
| ASPCA | |||||||
| 1850 W 60TH ST | LOS ANGELES | CA | 90047 | 501(C)(3) | GENERAL | $5,000 | |
| ASSISTANCE LEAGUE OF LOS ANGELES | |||||||
| 3100 W BURBANK BLVD SUITE 100 | BURBANK | CA | 91505 | 501(C)(3) | GENERAL | $2,500 | |
| ASSISTANCE LEAGUE OF LOS ANGELES PATRON'S CAMPAIGN | |||||||
| 6640 SUNSET BLVD | LOS ANGELES | CA | 90028 | 501(C)(3) | GENERAL | $1,000 | |
| BOYS REPUBLIC | |||||||
| 1907 BOYS REPUBLIC DR | CHINO HILLS | CA | 91709 | 501(C)(3) | GENERAL | $1,000 | |
| BOYS TOWN | |||||||
| 15116 S GIBSON AVE | RANCHO DOMINGUEZ | CA | 90220 | 501(C)(3) | GENERAL | $2,500 | |
| BUCKNER INTERNATIONAL | |||||||
| 700 NORTH PEARL ST | DALLAS | TX | 75201 | 501(C)(3) | GENERAL | $1,000 | |
| CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION | |||||||
| 1401 S GRAND AVE | LOS ANGELES | CA | 90015 | 501(C)(3) | GENERAL | $10,000 | |
| CALIFORNIA PATRONS OF THE ARTS IN THE VATICAN MUSEUMS | |||||||
| 23679 CALABASAS ROAD SUITE | CALABASAS | CA | 91302 | 501(C)(3) | GENERAL | $10,000 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||
| 700 EXPOSITION PARK DR | LOS ANGELES | CA | 90037 | 501(C)(3) | GENERAL | $25,000 | |
| CALIFORNIA STATE PARKS FOUNDATION | |||||||
| 33 NEW MONTGOMERY STREET SUITE 520 | SAN FRANCISCO | CA | 94105 | 501(C)(3) | GENERAL | $10,000 | |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | 501(C)(3) | GENERAL | $25,000 | |
| CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES | |||||||
| 15 MT CARMEL RD | DANVERS | MA | 01923 | 501(C)(3) | GENERAL | $30,000 | |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRE PLAZA DR 1100 | MONTEREY PARK | CA | 91754 | 501(C)(3) | GENERAL | $10,000 | |
| CATHEDRAL HIGH SCHOOL | |||||||
| 1253 BISHOPS RD | LOS ANGELES | CA | 90012 | 501(C)(3) | GENERAL | $5,000 | |
| CATHEDRAL OF OUR LADY OF THE ANGELS | |||||||
| 555 W TEMPLE ST | LOS ANGELES | CA | 90012 | 501(C)(3) | GENERAL | $5,000 | |
| CATHOLIC BIG BROTHERS BIG SISTERS OF LOS ANGELES | |||||||
| 1530 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | 501(C)(3) | GENERAL | $5,000 | |
| CATHOLIC BISHOP OF NORTHERN ALASKA | |||||||
| 1316 PEGER RD | FAIRBANKS | AK | 99709 | 501(C)(3) | GENERAL | $5,000 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | |||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | 501(C)(3) | GENERAL | $10,000 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | |||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | 501(C)(3) | GENERAL | $5,000 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | |||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | 501(C)(3) | GENERAL | $10,000 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | |||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | 501(C)(3) | GENERAL | $5,000 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | |||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | 501(C)(3) | GENERAL | $5,000 | |
| CATHOLIC EDUCATION FOUNDATION | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | 501(C)(3) | GENERAL | $250,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | 501(C)(3) | GENERAL | $50,000 | |
| CHILDREN'S BUREAU | |||||||
| 3910 OAKWOOD AVE | LOS ANGELES | CA | 90004 | 501(C)(3) | GENERAL | $5,000 | |
| CHILDREN'S BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD | SHERMAN OAKS | CA | 91403 | 501(C)(3) | GENERAL | $10,000 | |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | 501(C)(3) | GENERAL | $25,000 | |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | 501(C)(3) | GENERAL | $25,000 | |
| CHRYSALIS | |||||||
| 522 S MAIN ST | LOS ANGELES | CA | 90013 | 501(C)(3) | GENERAL | $2,500 | |
| CLAREMATRIX | |||||||
| 2644 30TH ST 100 | SANTA MONICA | CA | 90405 | 501(C)(3) | GENERAL | $2,500 | |
| CMMB | |||||||
| 100 WALL ST FLOOR 9 | NEW YORK | NY | 10005 | 501(C)(3) | GENERAL | $5,000 | |
| COMMUNITY PARTNERS FOR CITY PLANTS | |||||||
| 1000 N ALAMEDA STREET | LOS ANGELES | CA | 90012 | 501(C)(3) | GENERAL | $2,500 | |
| COVENANT HOUSE | |||||||
| SUITE 240 | LOS ANGLES | CA | 90027 | 501(C)(3) | GENERAL | $5,000 | |
| DAUGHTERS OF MARY AND JOSEPH | |||||||
| 10664 SAINT JAMES DR | CULVER CITY | CA | 90230 | 501(C)(3) | GENERAL | $5,000 | |
| DEL MAR FOUNDATION | |||||||
| 636 PLUMER ST | COSTA MESA | CA | 92627 | 501(C)(3) | GENERAL | $2,500 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH | NEW YORK | NY | 10006 | 501(C)(3) | GENERAL | $25,000 | |
| DOLORES MISSION CHURCH & SCHOOL | |||||||
| 171 S GLESS ST | LOS ANGELES | CA | 90033 | 501(C)(3) | GENERAL | $10,000 | |
| DOLORES MISSION CHURCH & SCHOOL | |||||||
| 170 S GLESS ST | LOS ANGELES | CA | 90033 | 501(C)(3) | GENERAL | $10,000 | |
| DOLORES MISSION SCHOOL | |||||||
| 171 S GLESS STREET | LOS ANGELES | CA | 90033 | 501(C)(3) | GENERAL | $1,500 | |
| DOMINICAN SISTERS VISION OF HOPE | |||||||
| 4597 WARREN ROAD | ANN ARBOR | MI | 48105 | 501(C)(3) | GENERAL | $2,500 | |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 SAN PEDRO ST | LOS ANGELES | CA | 90013 | 501(C)(3) | GENERAL | $2,500 | |
| DREAMCHASER PMU RESCUE & REHABILITATION | |||||||
| 6340 KINCHELOEDR | FALCON | MO | 65470 | 501(C)(3) | GENERAL | $1,000 | |
| EQUESTRIAN ORDER OF THE HOLY SEPULCHRE OF JERUSALEM | |||||||
| 555 W TEMPLE STREET | LOS ANGELES | CA | 90012 | 501(C)(3) | GENERAL | $25,000 | |
| ETERNAL WORD TELEVISION NETWORKEWTN | |||||||
| 5817 OLD LEEDS RD | IRONDALE | AL | 35210 | 501(C)(3) | GENERAL | $2,500 | |
| FADICA | |||||||
| 4201 CONNECTICUT AVE NW 505 | WASHINGTON | DC | 20008 | 501(C)(3) | GENERAL | $25,000 | |
| FEED THE HUNGRY | |||||||
| 2599 NEWPORT BLVD | COSTA MESA | CA | 92626 | 501(C)(3) | GENERAL | $1,000 | |
| FEEDING AMERICA | |||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | 501(C)(3) | GENERAL | $1,000 | |
| FINCA INTERNATIONAL | |||||||
| 1201 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | 501(C)(3) | GENERAL | $2,500 | |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | 501(C)(3) | GENERAL | $1,000 | |
| FOOD FOR THE HUNGRY | |||||||
| 1224 E WASHINGTON STREET | PHOENIX | AZ | 85034 | 501(C)(3) | GENERAL | $2,500 | |
| FRANCISCAN MISSIONS | |||||||
| 940 N BROWNS LAKE DR | BURLINGTON | WI | 53105 | 501(C)(3) | GENERAL | $2,500 | |
| FREEDOMS FOUNDATION AT VALLEY FORGE | |||||||
| 9907 SUNSET BLVD | BEVERLY HILLS | CA | 90210 | 501(C)(3) | GENERAL | $1,000 | |
| FREEDOMS FOUNDATION AT VALLEY FORGE | |||||||
| 1601 VALLEY FORGE ROAD PO BOX 67 | VALLEY FORGE | PA | 19481 | 501(C)(3) | GENERAL | $25,000 | |
| FREEDOMS FOUNDATION LOS ANGELES | |||||||
| 9907 SUNSET BLVD | BEVERLY HILLS | CA | 90210 | 501(C)(3) | GENERAL | $5,000 | |
| FRIENDS OF NOTRE-DAME DE PARIS | |||||||
| 1717 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20006 | 501(C)(3) | GENERAL | $1,000 | |
| FRIENDS OF NOTRE-DAME DE PARIS INC | |||||||
| 1717 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20006 | 501(C)(3) | GENERAL | $2,500 | |
| FRIENDS OF THE ARCHIVAL CENTER | |||||||
| 141 W COTTER AVE | PORT ARANSAS | TX | 78373 | 501(C)(3) | GENERAL | $2,500 | |
| FRIENDS OF THE SMITHSONIAN | |||||||
| 3099 WINFIELD DUNN PKWY 2 | KODAK | TN | 37764 | 501(C)(3) | GENERAL | $2,500 | |
| FRIENDS OF USC MENS ROWING | |||||||
| 1026 WEST 34THSTREET | LOS ANGELES | CA | 90089 | 501(C)(3) | GENERAL | $2,500 | |
| FRIENDS OF WESTWOOD LIBRARY | |||||||
| 1246 GLENDON AVE | LOS ANGELES | CA | 90024 | 501(C)(3) | GENERAL | $1,000 | |
| GARY SINISE FOUNDATION | |||||||
| 2029 CENTURY PARK EAST NO 1500 | LOS ANGELES | CA | 90067 | 501(C)(3) | GENERAL | $1,000 | |
| GENTLE GIANTS | |||||||
| 27 QUAIL CREEK LN | PHILLIPS RANCH | CA | 91766 | 501(C)(3) | GENERAL | $2,500 | |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | WASHINGTON DC | DC | 20057 | 501(C)(3) | GENERAL | $50,000 | |
| GIRL SCOUTS OF GREATER LOS ANGELES | |||||||
| BROADWAY PARK 12708 BROADWAY | WHITTIER | CA | 90601 | 501(C)(3) | GENERAL | $5,000 | |
| GIRL SCOUTS OF THE USA | |||||||
| BROADWAY PARK 12708 BROADWAY | WHITTIER | CA | 90601 | 501(C)(3) | GENERAL | $5,000 | |
| GLAZA | |||||||
| 5333 ZOO DR | LOS ANGELES | CA | 90027 | 501(C)(3) | GENERAL | $5,000 | |
| GLENMARY HOME MISSIONERS | |||||||
| 4119 GLENMARY TRCE | FAIRFIELD | OH | 45014 | 501(C)(3) | GENERAL | $5,000 | |
| GOODWILL SOUTHERN CALIFORNIA | |||||||
| 14565 LANARK ST | PANORMA CITY | CA | 91402 | 501(C)(3) | GENERAL | $2,500 | |
| GREGORIAN UNIVERSITY FOUNDATION | |||||||
| 3220 N STREET NW 201 | WASHINTON | DC | 20007 | 501(C)(3) | GENERAL | $1,000 | |
| GUIDE DOGS FOR THE BLIND | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | 501(C)(3) | GENERAL | $5,000 | |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | 501(C)(3) | GENERAL | $5,000 | |
| HABITAT FOR HUMANITY | |||||||
| 1071 S LA BREA AVE | LOS ANGELES | CA | 90019 | 501(C)(3) | GENERAL | $5,000 | |
| HAITI HEALTH PROMISE OF HOLY NAME | |||||||
| PO BOX 804 | LUDLOW | MA | 01056 | 501(C)(3) | GENERAL | $5,000 | |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | 501(C)(3) | GENERAL | $2,500 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | 501(C)(3) | GENERAL | $5,000 | |
| HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION | |||||||
| 7250 BEVERLY BLVD | LOS ANGELES | CA | 90036 | 501(C)(3) | GENERAL | $5,000 | |
| HOLY FAMILY SERVICES | |||||||
| 840 ECHO PARK AVE | LOS ANGELES | CA | 90026 | 501(C)(3) | GENERAL | $5,000 | |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | 501(C)(3) | GENERAL | $10,000 | |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL STANFORD UNIVERSITY | STANFORD | CA | 94305 | 501(C)(3) | GENERAL | $5,000 | |
| HOSPITALLER FOUNDATION OF CALIFORNIA INC | |||||||
| 2468 S ST ANDREWS PL | LOS ANGELES | CA | 90018 | 501(C)(3) | GENERAL | $10,000 | |
| IFAW | |||||||
| 290 SUMMER STREET | YARMOUTH PORT | MA | 02675 | 501(C)(3) | GENERAL | $2,500 | |
| IGNATIAN VOLUNTEER CORPS | |||||||
| 740 N CALVERT ST 500 | BALTIMORE | MD | 21202 | 501(C)(3) | GENERAL | $5,000 | |
| INNER CITY LAW CENTER | |||||||
| 1309 E 7TH ST | LOS ANGELES | CA | 90021 | 501(C)(3) | GENERAL | $5,000 | |
| INTERNATIONAL CONSERVATION CAUCUS FOUNDATION | |||||||
| 1200 POTOMAC STREET NW | WASHINGTON | DC | 20007 | 501(C)(3) | GENERAL | $2,500 | |
| INTERNATIONAL LIFE SERVICES | |||||||
| 1220 L STREET NW SUITE 100 -291 | WASHINGTON | CA | 20005 | 501(C)(3) | GENERAL | $10,000 | |
| IRISH EDUCATIONAL DEVELOPMENT FOUNDATION | |||||||
| GRIMES 605 THIRD AVE | NEW YORK | NY | 10158 | 501(C)(3) | GENERAL | $25,000 | |
| JESUIT VOLUNTEER CORPS | |||||||
| 801 SAINT PAUL ST | BALTIMORE | MD | 21202 | 501(C)(3) | GENERAL | $2,500 | |
| JESUITS WEST | |||||||
| PO BOX 86010 | PORTLAND | OR | 97286 | 501(C)(3) | GENERAL | $1,000 | |
| JESUITS WEST | |||||||
| PO BOX 86010 | PORTLAND | OR | 97286 | 501(C)(3) | GENERAL | $5,000 | |
| JUNIOR LEAGUE OF LOS ANGELES | |||||||
| 630 N LARCHMONT BLVD | LOS ANGELES | CA | 90004 | 501(C)(3) | GENERAL | $2,500 | |
| KAPPA ALPHA THETA FOUNDATION | |||||||
| 653 W 28TH ST | LOS ANGELES | CA | 90007 | 501(C)(3) | GENERAL | $10,000 | |
| KEEPERS OF THE WILD | |||||||
| 13441 EAST HIGHWAY 66 | VALENTINE | AZ | 86437 | 501(C)(3) | GENERAL | $2,500 | |
| KNOM RADIO MISSION | |||||||
| 107 W 3RD AVE | NOME | AK | 99762 | 501(C)(3) | GENERAL | $2,500 | |
| LACMA | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | 501(C)(3) | GENERAL | $5,000 | |
| LAS MADRINAS | |||||||
| 4650 W SUNSET BLVD MAILSTOP 4 | LOS ANGELES | CA | 90027 | 501(C)(3) | GENERAL | $50,000 | |
| LAY MISSION-HELPERS | |||||||
| 6102 S VICTORIA AVE | LOS ANGELES | CA | 90043 | 501(C)(3) | GENERAL | $5,000 | |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | 501(C)(3) | GENERAL | $5,000 | |
| LES AMIES | |||||||
| 10880 WILSHIRE BLVD STE 800 | LOS ANGELES | CA | 90024 | 501(C)(3) | GENERAL | $2,500 | |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 WEST 5TH STREET | LOS ANGELES | CA | 90071 | 501(C)(3) | GENERAL | $3,000 | |
| LIFE OUTREACH INTERNATIONAL | |||||||
| 1801 W EULESS BLVD | EULESS | TX | 76040 | 501(C)(3) | GENERAL | $2,500 | |
| LIFESAVERS WILD HORSE RESCUE | |||||||
| 23809 E AVE J | LANCASTER | CA | 93535 | 501(C)(3) | GENERAL | $2,500 | |
| LINCOLN TRAINING CENTER | |||||||
| 2643 LOMA AVE | SOUTH EL MONTE | CA | 91733 | 501(C)(3) | GENERAL | $2,500 | |
| LION HABITAT RANCH | |||||||
| 382 BRUNER AVE | HENDERSON | NV | 89044 | 501(C)(3) | GENERAL | $2,500 | |
| LITTLE SISTERS OF THE POOR | |||||||
| 2100 S WESTERN AVE | SAN PEDRO | CA | 90732 | 501(C)(3) | GENERAL | $10,000 | |
| LIVE AND LET LIVE FARM INC | |||||||
| 3847 PARK BLVD | SAN DIEGO | CA | 92103 | 501(C)(3) | GENERAL | $2,500 | |
| LOS ANGELES BOYS & GIRLS CLUB | |||||||
| 2635 PASADENA AVE | LOS ANGELES | CA | 90031 | 501(C)(3) | GENERAL | $2,500 | |
| LOS ANGELES COUNTY FIRE DEPARTMENT FOUNDATION | |||||||
| 1320 NORTH EASTERN AVENUE | LOS ANGELES | CA | 90063 | 501(C)(3) | GENERAL | $1,000 | |
| LOS ANGELES HOUSE OF RUTH | |||||||
| 605 N CUMMINGS ST | LOS ANGELES | CA | 90033 | 501(C)(3) | GENERAL | $5,000 | |
| LOS ANGELES MASTER CHORALE | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)(3) | GENERAL | $2,500 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)(3) | GENERAL | $2,500 | |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | 501(C)(3) | GENERAL | $2,500 | |
| LOYOLA HIGH SCHOOL | |||||||
| 1901 VENICE BLVD LOS ANGELES | LOS ANGELES | CA | 90006 | 501(C)(3) | GENERAL | $250,000 | |
| LOYOLA HIGH SCHOOL | |||||||
| 1901 VENICE BLVD LOS ANGELES | LOS ANGELES | CA | 90006 | 501(C)(3) | GENERAL | $250,000 | |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LMU DRIVE | LOS ANGELES | CA | 90045 | 501(C)(3) | GENERAL | $250,000 | |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LMU DRIVE | LOS ANGELES | CA | 90045 | 501(C)(3) | GENERAL | $250,000 | |
| MACULAR DEGENERATION ASSOCIATION | |||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | 501(C)(3) | GENERAL | $5,000 | |
| MACULAR DEGENERATION RESEARCH | |||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | 501(C)(3) | GENERAL | $10,000 | |
| MADD | |||||||
| 5455 GARDEN GROVE BLVD 150 | WESTMINSTER | CA | 92683 | 501(C)(3) | GENERAL | $2,500 | |
| MARA ELEPHANT PROJECT | |||||||
| 4000 W 106TH STREET SUITE 125-238 | CARMEL | IN | 46032 | 501(C)(3) | GENERAL | $1,000 | |
| MARA ELEPHANT PROJECT | |||||||
| 4000 W 106TH STREET SUITE 125-238 | CARMEL | IN | 46032 | 501(C)(3) | GENERAL | $1,000 | |
| MARCH OF DIMES | |||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | 501(C)(3) | GENERAL | $2,500 | |
| MARIANIST MISSION | |||||||
| 4435 E PATTERSON RD | BEAVERCREEK | OH | 45430 | 501(C)(3) | GENERAL | $2,500 | |
| MARLBOROUGH SCHOOL | |||||||
| 250 S ROSSMORE AVE | LOS ANGELES | CA | 90004 | 501(C)(3) | GENERAL | $5,000 | |
| MARY & JOSEPH RETREAT CENTER | |||||||
| 5300 CREST RD | RANCHO PALOS VERDES | CA | 90275 | 501(C)(3) | GENERAL | $5,000 | |
| MARYCREST MANOR | |||||||
| 10664 ST JAMES DR | CULVER CITY | CA | 90230 | 501(C)(3) | GENERAL | $10,000 | |
| MARYMOUNT HIGH SCHOOL | |||||||
| 10643 SUNSET BLVD | LOS ANGELES | CA | 90077 | 501(C)(3) | GENERAL | $500,000 | |
| MARYVALE | |||||||
| 7600 EAST GRAVES AVENUE | ROSEMEAD | CA | 91770 | 501(C)(3) | GENERAL | $5,000 | |
| MEALS ON WHEELS WEST | |||||||
| 343 S CHURCH LN | LOS ANGELES | CA | 90049 | 501(C)(3) | GENERAL | $5,000 | |
| MEDICAL MISSION SISTERS | |||||||
| 8400 PINE ROAD | PHILADELPHIA | PA | 19111 | 501(C)(3) | GENERAL | $2,500 | |
| MEND | |||||||
| 10641 SAN FERNANDO RD | PACOIMA | CA | 91331 | 501(C)(3) | GENERAL | $5,000 | |
| MERCY CORPS | |||||||
| 509 FAIRVIEW AVE N | SEATTLE | WA | 98109 | 501(C)(3) | GENERAL | $2,500 | |
| MERCY SHIPS | |||||||
| 15862 TX-110 N | LINDALE | TX | 75771 | 501(C)(3) | GENERAL | $10,000 | |
| MILES JESU | |||||||
| 1925 E BASELINE RD | PHOENIX | AZ | 85042 | 501(C)(3) | GENERAL | $2,500 | |
| MISSION DOCTORS ASSOCIATION | |||||||
| 6102 S VICTORIA AVE | LOS ANGELES | CA | 90043 | 501(C)(3) | GENERAL | $2,500 | |
| MISSION DOLORES ACADEMY | |||||||
| 6102 S VICTORIA AVE | LOS ANGELES | CA | 90043 | 501(C)(3) | GENERAL | $2,500 | |
| MOUNT SAINT MARY'S UNIVERISTY | |||||||
| 12001 CHALON RD | LOS ANGELES | CA | 90049 | 501(C)(3) | GENERAL | $25,000 | |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRWAY DRIVE | SANTA BARBARA | CA | 93108 | 501(C)(3) | GENERAL | $2,500 | |
| MVLA | |||||||
| 339 S SAN ANTONIO RD SUITE 1D | LOS ALTOS | CA | 94022 | 501(C)(3) | GENERAL | $2,500 | |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| 1145 17TH ST NW | WASHINGTON | DC | 20036 | 501(C)(3) | GENERAL | $2,500 | |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | 501(C)(3) | GENERAL | $5,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 2600 VIRGINIA AVE NW SUITE 1100 | WASHINGTON | DC | 20037 | 501(C)(3) | GENERAL | $2,500 | |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 1849 C STREET | NW WASHINGTON | DC | 20240 | 501(C)(3) | GENERAL | $5,000 | |
| NATURAL HISTORY MUSEUM | |||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | 501(C)(3) | GENERAL | $10,000 | |
| NORBERTINE ASSOCIATION OF ST JOSEPH | |||||||
| 17831 WATER CANYON RD | TEHACHAPI | CA | 93561 | 501(C)(3) | GENERAL | $5,000 | |
| OBLATE SISTERS OF ST FRANCIS DE SALES | |||||||
| VILLA AVIAT 399 CHILDS ROAD | CHILDS | MD | 21916 | 501(C)(3) | GENERAL | $5,000 | |
| OPERATION SMILE | |||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | 501(C)(3) | GENERAL | $5,000 | |
| OPICA | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | 501(C)(3) | GENERAL | $5,000 | |
| OPTIONS UNITED | |||||||
| 225 S LAKE AVE | PASADENA | CA | 91101 | 501(C)(3) | GENERAL | $2,500 | |
| ORDER OF MALTA | |||||||
| 610 16TH ST UNIT 410 | OAKLAND | CA | 94612 | 501(C)(3) | GENERAL | $1,800 | |
| ORDER OF MALTA | |||||||
| 610 16TH ST STE 410 | OAKLAND | CA | 94612 | 501(C)(3) | GENERAL | $50,000 | |
| ORDER OF ST GREGORY ENDOWMENT FUND | |||||||
| 633 WEST 5TH STREET SUITE 2600 | LOS ANGELES | CA | 90071 | 501(C)(3) | GENERAL | $25,000 | |
| OUR HOUSE | |||||||
| 21860 BURBANK BLVD UNIT 195 | WOODLAND HILLS | CA | 91367 | 501(C)(3) | GENERAL | $2,500 | |
| OUR SAVIOR PARISH AND USC CARUSO CATHOLIC CENTER | |||||||
| 844 W 32ND ST | LOS ANGELES | CA | 90007 | 501(C)(3) | GENERAL | $500 | |
| PACIFIC LEGAL FOUNDATION | |||||||
| 555 CAPITOL MALL SUITE 1290 | SACRAMENTO | CA | 95814 | 501(C)(3) | GENERAL | $5,000 | |
| PARA LOS NINOS | |||||||
| 5000 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | 501(C)(3) | GENERAL | $5,000 | |
| PATH | |||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | 501(C)(3) | GENERAL | $5,000 | |
| PAULIST PRODUCTIONS | |||||||
| 10866 WILSHIRE BLVD 830 | LOS ANGELES | CA | 90024 | 501(C)(3) | GENERAL | $5,000 | |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 15021 VENTURA BLVD STE 552 | SHERMAN OAKS | CA | 91403 | 501(C)(3) | GENERAL | $1,000 | |
| PRIEST RETIREMENT FUND | |||||||
| 100 E 8TH ST | CINCINNATI | OH | 45202 | 501(C)(3) | GENERAL | $5,000 | |
| PRISON FELLOWSHIP | |||||||
| THE TRINITY BUILDING 333 W FLORENCE | INGLEWOOD | CA | 90301 | 501(C)(3) | GENERAL | $5,000 | AVE |
| PROENGLISH | |||||||
| 20 F ST NW 7TH FLOOR | WASHINGTON | DC | 20001 | 501(C)(3) | GENERAL | $2,500 | |
| PROJECT ANGEL GOOD | |||||||
| 922 VINE ST | LOS ANGELES | CA | 90038 | 501(C)(3) | GENERAL | $5,000 | |
| PROJECT HOPE | |||||||
| PO BOX 5029 | HAGERSTOWN | MD | 21741 | 501(C)(3) | GENERAL | $5,000 | |
| PROVIDENCE LITTLE COMPANY OF MARY FOUNDATION | |||||||
| 4101 TORRANCE BLVD | TORRANCE | CA | 90503 | 501(C)(3) | GENERAL | $2,500 | |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | 501(C)(3) | GENERAL | $10,000 | |
| RESURGE INTERNATIONAL | |||||||
| 15021 VENTURA BLVD STE 552 | SHERMAN OAKS | CA | 91403 | 501(C)(3) | GENERAL | $1,000 | |
| SAINT CAMILLUS CENTER FOR SPIRITUAL CARE | |||||||
| 1911 ZONAL AVE | LOS ANGELES | CA | 90033 | 501(C)(3) | GENERAL | $10,000 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | 501(C)(3) | GENERAL | $1,000 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | 501(C)(3) | GENERAL | $50,000 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | 501(C)(3) | GENERAL | $5,000 | |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 501(C)(3) | GENERAL | $100,000 | |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 501(C)(3) | GENERAL | $10,000 | |
| SAVE THE REDWOODS LEAGUE | |||||||
| 111 SUTTER ST 11TH FLOOR | SAN FRANCISCO | CA | 94104 | 501(C)(3) | GENERAL | $5,000 | |
| SCENIC AMERICA | |||||||
| 727 15TH STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | 501(C)(3) | GENERAL | $5,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 909 S FAIR OAKS AVE | PASADENA | CA | 91105 | 501(C)(3) | GENERAL | $2,500 | |
| SISTERS OF SOCIAL SERVICE | |||||||
| 4316 LANAI ROAD | ENCINO | CA | 91436 | 501(C)(3) | GENERAL | $50,000 | |
| SKULL AND DAGGER FOUNDATION | |||||||
| 3701 VIA PALOMINO | PLS VRDS EST | CA | 90274 | 501(C)(3) | GENERAL | $5,000 | |
| SMILE TRAIN | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | 501(C)(3) | GENERAL | $2,500 | |
| SOAR ANNUAL | |||||||
| 39812 MISSION BLVD SUITE 203 | FREMONT | CA | 94539 | 501(C)(3) | GENERAL | $5,000 | |
| SOCIAL SERVICE AUXILIARY | |||||||
| 17822 E 17TH STREET SUITE 305 | TUSTIN | CA | 92780 | 501(C)(3) | GENERAL | $5,000 | |
| SOJOURN | |||||||
| 2116 ARLINGTON AVE SUITE 100 | LOS ANGELES | CA | 90018 | 501(C)(3) | GENERAL | $2,500 | |
| SPCALA | |||||||
| 5026 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | 501(C)(3) | GENERAL | $5,000 | |
| SPECIAL OLYMPICS | |||||||
| 24779 VALLEY ST | SANTA CLARITA | CA | 91321 | 501(C)(3) | GENERAL | $1,000 | |
| SPECIAL OLYMPICS | |||||||
| 24779 VALLEY ST | SANTA CLARITA | CA | 91321 | 501(C)(3) | GENERAL | $5,000 | |
| ST ANNE'S FOUNDATION | |||||||
| 155 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | 501(C)(3) | GENERAL | $5,000 | |
| ST JAMES INN | |||||||
| PO BOX 64494 | LOS ANGELES | CA | 90064 | 501(C)(3) | GENERAL | $5,000 | |
| ST JOHN'S SEMINARY | |||||||
| 5012 SEMINARY RD | CAMARILLO | CA | 93012 | 501(C)(3) | GENERAL | $10,000 | |
| ST JOSEPH CENTER | |||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | 501(C)(3) | GENERAL | $2,500 | |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 NORTH MAIN STREET | CHAMBERLAIN | SD | 57325 | 501(C)(3) | GENERAL | $5,000 | |
| ST MARY'S ACADEMY | |||||||
| 4545 S UNIVERSITY BOULEVARD | ENGLEWOOD | CO | 80113 | 501(C)(3) | GENERAL | $1,000 | |
| ST PAUL THE APOSTLE CATHOLIC COMMUNITY | |||||||
| 10750 OHIO AVENUE | LOS ANGELES | CA | 90024 | 501(C)(3) | GENERAL | $1,000 | |
| ST PAUL THE APOSTLE PARISH | |||||||
| 1526 SELBY AVE | LOS ANGELES | CA | 90024 | 501(C)(3) | GENERAL | $100,000 | |
| ST PAUL THE APOSTLE SCHOOL | |||||||
| 1526 SELBY AVE | LOS ANGELES | CA | 90024 | 501(C)(3) | GENERAL | $10,000 | |
| ST PAUL THE APOSTLE SCHOOL | |||||||
| 1526 SELBY AVE | LOS ANGELES | CA | 90024 | 501(C)(3) | GENERAL | $10,000 | |
| ST VINCENT MEALS ON WHEELS | |||||||
| 2303 MIRAMAR ST | LOS ANGELES | CA | 90057 | 501(C)(3) | GENERAL | $5,000 | |
| STUDENTS FOR LIFE OF AMERICA | |||||||
| 1000 WINCHESTER STREET SUITE 301 | FREDERICKSBURG | VA | 22401 | 501(C)(3) | GENERAL | $5,000 | |
| SUDAN RELIEF FUND | |||||||
| PO BOX 7084 | MERRIFFIELD | VA | 22116 | 501(C)(3) | GENERAL | $5,000 | |
| SWIM WITH MIKE FOUNDATION | |||||||
| PO BOX 51000 | PASADENA | CA | 91115 | 501(C)(3) | GENERAL | $2,500 | |
| THE BARLOW FOUNDATION | |||||||
| 2000 STADIUM WAY | LOS ANGELES | CA | 90026 | 501(C)(3) | GENERAL | $2,500 | |
| THE COLLEAGUES YEAR END | |||||||
| 3312 PICO BLVD | SANTA MONICA | CA | 90405 | 501(C)(3) | GENERAL | $100,000 | |
| THE CONGRESSIONAL MEDAL OF HONOR FOUNDATION | |||||||
| 5000 VAN NUYS BLVD 420 | SHERMAN OAKS | CA | 91403 | 501(C)(3) | GENERAL | $2,500 | |
| THE FUND FOR AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVE | NW WASHINGTON | DC | 20009 | 501(C)(3) | GENERAL | $2,500 | |
| THE HUNGER PROJECT | |||||||
| 110 W 30TH STREET 6TH FLOOR | NEW YORK | NY | 10001 | 501(C)(3) | GENERAL | $5,000 | |
| THE LEAGUE FOR CHILDREN | |||||||
| 12501 WILLOWBROOK ROAD PO BOX 267 | CUMBERLAND | MD | 21501 | 501(C)(3) | GENERAL | $1,000 | |
| THE MARIST BROTHERS | |||||||
| PO BOX 250 | WORTH | IL | 60482 | 501(C)(3) | GENERAL | $2,500 | |
| THE MUSIC CENTER | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)(3) | GENERAL | $3,000 | |
| THE NATURE CONSERVANCY | |||||||
| UNION BANK PLAZA 445 S FIGUEROA ST | LOS ANGELES | CA | 90071 | 501(C)(3) | GENERAL | $2,500 | 1950 |
| THE PAULIST FATHERS | |||||||
| 6550 PICASSO RD | GOLETA | CA | 93117 | 501(C)(3) | GENERAL | $10,000 | |
| THE PREGNANCY HELP CENTER OF SAN GABRIEL VALLEY INC | |||||||
| 902-904 EAST MAIN STREET | ALHAMBRA | CA | 91801 | 501(C)(3) | GENERAL | $2,500 | |
| THE RIGHT TO LIFE LEAGUE | |||||||
| POBOX 11104 | BAKERSFIELD | CA | 93301 | 501(C)(3) | GENERAL | $2,500 | |
| THE RONALD REAGAN PRESIDENTIAL FOUNDATION | |||||||
| 40 PRESIDENTIAL DR | SIMI VALLEY | CA | 93065 | 501(C)(3) | GENERAL | $5,000 | |
| THE SALVATION ARMY | |||||||
| 320 W WINDSOR RD | GLENDALE | CA | 91204 | 501(C)(3) | GENERAL | $5,000 | |
| THE SEEING EYE INC | |||||||
| PO BOX 375 | MORRISTOWN | NJ | 07963 | 501(C)(3) | GENERAL | $5,000 | |
| THE SISTERS OF SOCIAL SERVICE | |||||||
| 4316 LANAI ROAD | ENCINO | CA | 91436 | 501(C)(3) | GENERAL | $5,000 | |
| THE URSULINE SCHOOL | |||||||
| 1354 NORTH AVE | NEW ROCHELLE | NY | 10804 | 501(C)(3) | GENERAL | $10,000 | |
| THOMAS AQUINAS COLLEGE | |||||||
| 10000 OJAI ROAD | SANTA PAULA | CA | 93060 | 501(C)(3) | GENERAL | $5,000 | |
| TIGER HAVEN INC | |||||||
| 237 HARVEY ROAD | KINGSTON | TN | 37763 | 501(C)(3) | GENERAL | $2,500 | |
| TOGETHER IN MISSION | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | 501(C)(3) | GENERAL | $10,000 | |
| UNION RESCUE MISSION | |||||||
| 545 SAN PEDRO ST | LOS ANGELES | CA | 90013 | 501(C)(3) | GENERAL | $5,000 | |
| UNITED NEGRO COLLEGE FUND | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | 501(C)(3) | GENERAL | $2,500 | |
| UNITED STATES OLYMPIC & PARALYMPIC FOUNDATION | |||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | 501(C)(3) | GENERAL | $2,500 | |
| UNITED WAY OF GREATER LOS ANGELES | |||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | 501(C)(3) | GENERAL | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKW | LOS ANGELES | CA | 90089 | 501(C)(3) | GENERAL | $100,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKW | LOS ANGELES | CA | 90089 | 501(C)(3) | GENERAL | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKW | LOS ANGELES | CA | 90089 | 501(C)(3) | GENERAL | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKW | LOS ANGELES | CA | 90089 | 501(C)(3) | GENERAL | $2,500 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKW | LOS ANGELES | CA | 90089 | 501(C)(3) | GENERAL | $2,500 | |
| USC | |||||||
| 3551 TROUSDALE PKW | LOS ANGELES | CA | 90089 | 501(C)(3) | GENERAL | $1,000 | |
| USC | |||||||
| 3551 TROUSDALE PKW | LOS ANGELES | CA | 90089 | 501(C)(3) | GENERAL | $10,000 | |
| USC | |||||||
| 3551 TROUSDALE PKW | LOS ANGELES | CA | 90089 | 501(C)(3) | GENERAL | $10,000 | |
| USC | |||||||
| 3551 TROUSDALE PKW | LOS ANGELES | CA | 90089 | 501(C)(3) | GENERAL | $10,000 | |
| USC | |||||||
| 3551 TROUSDALE PKW | LOS ANGELES | CA | 90089 | 501(C)(3) | GENERAL | $2,500 | |
| USC CARUSO CATHOLIC CENTER | |||||||
| 844 W 32ND STREET | LOS ANGELES | CA | 90089 | 501(C)(3) | GENERAL | $250 | |
| USC CARUSO CATHOLIC CENTER | |||||||
| 844 W 32ND STREET | LOS ANGELES | CA | 90007 | 501(C)(3) | GENERAL | $1,000,000 | |
| USC HILLEL | |||||||
| 3300 S HOOVER ST | LOS ANGELES | CA | 90007 | 501(C)(3) | GENERAL | $2,500 | |
| VERBUM DEI HIGH SCHOOL | |||||||
| 11100 S CENTRAL AVE | LOS ANGELES | CA | 90059 | 501(C)(3) | GENERAL | $10,000 | |
| VFW FOUNDATION | |||||||
| 406 W34TH ST SUITE 920 | KANSAS CITY | MO | 64111 | 501(C)(3) | GENERAL | $2,500 | |
| WEST LA HOMELESS | |||||||
| 10659 W PICO BLVD | LOS ANGELES | CA | 90064 | 501(C)(3) | GENERAL | $5,000 | |
| WESTERN DOMINICAN PROVINCE | |||||||
| 5877 BIRCH CT | OAKLAND | CA | 94618 | 501(C)(3) | GENERAL | $10,000 | |
| WORLD VISION INC | |||||||
| 800 W CHESTNUT AVE | MONROVIA | CA | 91016 | 501(C)(3) | GENERAL | $2,500 | |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | 501(C)(3) | GENERAL | $5,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | 501(C)(3) | GENERAL | $2,500 | |
| YOSEMITE CONSERVANCY | |||||||
| 5020 EL PORTAL ROAD | EL PORTAL | CA | 95318 | 501(C)(3) | GENERAL | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,751,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $15,189 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,837,552 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,080 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,005,451 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,008,713 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,022,720 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,846,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,868,985 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KATHLEEN L MCCARTHY CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | 10100 SANTA MONICA BLVD STE 610 | LOS ANGELES | CA | 90067 | $2,469,166 | Yes (X) |
| LEAVEY CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | 10100 SANTA MONICA BLVD STE 610 | LOS ANGELES | CA | 90067 | $373,259 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $102,143 | Amt |
| Net Investment Income | $47,487 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,487 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-B, LINE 1A(3) | FormAndLineReferenceDesc |
| Medium Explanation | THE KLM FOUNDATION, A TRUSTEE OF THE KLM FOUNDATION, AND ANOTHER PRIVATE FOUNDATION SHARE OFFICE EXPENSES AND EQUIPMENT BASED UPON USAGE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFO VANGUARD SHORT-TERM FED FD ADMIRAL SH #549 | $1,808,044 | $1,808,044 |
| MFO VANGUARD BD INDEX FDS TOTAL BD MKT INDEX FD ADMIRAL SHS #584 | $2,964,205 | $2,964,205 |
| MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS | $6,160,578 | $6,160,578 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (86 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGNICO-EAGLE MINES LTD COM NPV | $56,328 | $56,328 |
| NOVAGOLD RES INC COM NEW | $24,284 | $24,284 |
| SUNCOR ENERGY INC NEW COM STK | $46,431 | $46,431 |
| TRILOGY METALS INC NEW TRILOGY METALS INC NEW | $974 | $974 |
| WHEATON PRECIOUS METALS CORP COM | $57,956 | $57,956 |
| NEWMONT CORPORATION | $170,493 | $170,493 |
| MFO ABERDEEN FDS EMERGING MKTS FD INSTL CL | $1,584,425 | $1,584,425 |
| MFO VANGUARD INTL EQUITY INDEX FDS EMERGING MKTS STK INDEX FD ADMIRAL S | $1,343,583 | $1,343,583 |
| MFO EUROPACIFIC GROWTH FD OPEN END FD | $12,853,638 | $12,853,638 |
| MFO HARBOR FUND CAPITAL APPRECIATION FUND | $27,144,870 | $27,144,870 |
| MFC VANGUARD INDEX FDS TOTAL STOCK MARKET ETF | $3,953,339 | $3,953,339 |
| MFC VANGUARD SMALL-CAP ETF | $4,526,754 | $4,526,754 |
| MFO PIMCO FDS COMMODITIESPLUS STRATEGY FD INSTL CL 72201P175 | $842,267 | $842,267 |
| MFC SPDR GOLD TR GOLD SHS | $123,946 | $123,946 |
| ADR ANHEUSER BUSCH INBEV SA/NV SPONSOREDADR | $199,815 | $199,815 |
| SANOFI SPONSORED ADR | $786,570 | $786,570 |
| ADR HONDA MTR LTD ADR REPRESENTING 1 ORDSHS | $190,615 | $190,615 |
| ADR AEGON N V NY REGISTRY SHS SHS | $73,112 | $73,112 |
| ADR NOVARTIS AG | $428,603 | $428,603 |
| ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104 | $285,846 | $285,846 |
| ADR GSK PLC SPONSORED ADR SPON ADR EACH REP 2 ORD SHS | $687,960 | $687,960 |
| ADR MICRO FOCUS INTL PLC ADS | $26,251 | $26,251 |
| ALNYLAM PHARMACEUTICALS INC COM | $118,706 | $118,706 |
| ALPHABET INC CAP STK USD0.001 CL C | $810,205 | $810,205 |
| ALPHABET INC CAPITAL STOCK USD0.001 CL A | $101,396 | $101,396 |
| AMERICAN EXPRESS CO | $220,860 | $220,860 |
| BAKER HUGHES CO | $190,074 | $190,074 |
| BANK NEW YORK MELLON CORP COM STK | $528,528 | $528,528 |
| BANK OF AMERICA CORP | $467,145 | $467,145 |
| BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010 | $185,535 | $185,535 |
| BOOKING HLDGS INC COM | $227,927 | $227,927 |
| BRIGHTHOUSE FINL INC COM | $69,205 | $69,205 |
| BRISTOL MYERS SQUIBB CO COM | $280,575 | $280,575 |
| CAPITAL ONE FINL CORP COM | $732,705 | $732,705 |
| CARRIER GLOBAL CORPORATION COM USD0.01 WI | $168,144 | $168,144 |
| CELANESE CORP DEL COM STK | $168,060 | $168,060 |
| CHARTER COMMUNICATIONS INC NEW CL A CL A | $502,017 | $502,017 |
| CIGNA CORP NEW COM | $642,964 | $642,964 |
| CISCO SYSTEMS INC | $468,938 | $468,938 |
| COGNIZANT TECH SOLUTIONS CORP CL A | $408,112 | $408,112 |
| COMCAST CORP NEW-CL A | $614,026 | $614,026 |
| CONOCOPHILLIPS COM | $242,380 | $242,380 |
| CVS HEALTH CORP COM | $237,268 | $237,268 |
| DELL TECHNOLOGIES INC COM USD0.01 CL C WI COMMON STOCK | $269,616 | $269,616 |
| DISH NETWORK CORP CL A COM STK | $171,932 | $171,932 |
| ELANCO ANIMAL HEALTH INC COM | $99,330 | $99,330 |
| FEDEX CORP COM | $646,600 | $646,600 |
| FISERV INC COM | $550,087 | $550,087 |
| FOX CORP CL A CL A | $111,918 | $111,918 |
| FOX CORP CL B CL B | $222,755 | $222,755 |
| GAP INC COM | $70,600 | $70,600 |
| GILEAD SCIENCES INC | $471,965 | $471,965 |
| GOLDMAN SACHS GROUP INC COM | $430,369 | $430,369 |
| HALLIBURTON CO COM | $22,870 | $22,870 |
| HESS CORP COM STK | $133,254 | $133,254 |
| HEWLETT PACKARD ENTERPRISE CO COM | $275,975 | $275,975 |
| HP INC COM | $629,089 | $629,089 |
| II-VI INC COM | $61,497 | $61,497 |
| INCYTE CORP COM | $154,140 | $154,140 |
| JOHNSON CTLS INTL PLC COM USD0.01 | $634,218 | $634,218 |
| JUNIPER NETWORKS INC COM | $210,689 | $210,689 |
| LINCOLN NATL CORP COM | $68,260 | $68,260 |
| LYONDELLBASELL IND N V COM USD0.01 CL 'A' | $18,446 | $18,446 |
| MEDTRONIC PLC COMMON STOCK STOCK | $67,243 | $67,243 |
| META PLATFORMS INC | $336,350 | $336,350 |
| METLIFE INC COM STK USD0.01 | $587,406 | $587,406 |
| MICROCHIP TECHNOLOGY INC COM | $383,064 | $383,064 |
| MICROSOFT CORP COM | $470,848 | $470,848 |
| MOLSON COORS BEVERAGE COMPANY COM USD0.01 CLASS B | $213,210 | $213,210 |
| NEWS CORP COM CL A | $44,620 | $44,620 |
| OCCIDENTAL PETROLEUM CORP | $463,840 | $463,840 |
| OTIS WORLDWIDE CORP COM USD0.01 WI | $34,828 | $34,828 |
| QURATE RETAIL INC | $55,480 | $55,480 |
| RAYTHEON TECHNOLOGIES CORP | $516,360 | $516,360 |
| REGENERON PHARMACEUTICALS INC COM | $63,152 | $63,152 |
| SCHLUMBERGER LTD COM COM | $224,625 | $224,625 |
| SCHWAB CHARLES CORP COM NEW | $967,150 | $967,150 |
| STATE STR CORP COM | $353,400 | $353,400 |
| T-MOBILE US INC COM | $289,950 | $289,950 |
| TE CONNECTIVITY LTD | $322,680 | $322,680 |
| TRUIST FINL CORP COM | $134,665 | $134,665 |
| UNITEDHEALTH GROUP INC COM | $301,284 | $301,284 |
| VMWARE INC CL A COM CL A COM | $431,421 | $431,421 |
| WELLS FARGO & CO NEW COM STK | $973,994 | $973,994 |
| WILLIAMS CO INC COM | $312,480 | $312,480 |
| OCCIDENTAL PETE CORP WT EXP | $20,643 | $20,643 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENT - OCM HIGH YIELD PLUS | FMV | $5,485 | $1,458 |
| PARTNERSHIP INVESTMENT - ARCHIPELAGO | FMV | $4,991,040 | $4,991,040 |
| PARTNERSHIP INVESTMENT - OAKTREE POWER OPPS IV | FMV | $243,558 | $243,558 |
| PARTNERSHIP INVESTMENT - OCM OPPS FUND VII | FMV | $0 | $4,027 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $75,012 | LegalFeesAmt |
| Net Investment Income | $37,506 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,506 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $3,385 | $3,385 | $3,385 |
| INTEREST & DIVIDEND RECEIVABLE | $39,827 | $42,563 | $42,563 |
| BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENT | $18,601,017 | $16,180,835 | $16,180,835 |
| PREPAID EXPENSES | $3,528 | $1,376 | $1,376 |
| PREPAID EXCISE TAXES | $17,400 | ||
| PREPAID UNRELATED BUSINESS INCOME TAX | $4,500 | ||
| RECEIVABLE DUE ON REDEMPTION OF INVESTMENT | $22,902 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $687 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $687 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Net Investment Income | $19,746 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $2,243,178 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $411,900 | $441,300 |
| DUE TO BROKER | $32,292 | $20,627 |
| PAYABLE TO AFFILIATES | $0 | $1,370 |
| ACCRUED EXCISE TAX | $0 | $94,200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAN FEES | $20,280 | $1,328 | $0 |
| INVESTMENT MANAGER FEES | $98,511 | $119,481 | $0 |
| K-1 DEDUCTIONS | $0 | $79,163 | $0 |
| INVESTMENT ADVISOR FEES | $54,000 | $54,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $0 | $50,345 | $0 |
| DEFERRED TAX PROVISION | $29,400 | $0 | $0 |
| FEDERAL EXCISE TAXES | $121,900 | $0 | $150 |
| FEDERAL UNRELATED BUSINESS INCOME TAX PROVISION | $417,000 | $0 | $0 |