THE CONFIDENCE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE CONFIDENCE FOUNDATION (EIN 95-3500483)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349103531
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2022-11-14T12:25:46-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SOUTH FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953500483 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONFIDENCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONF | BusinessNameControlTxt |
| Phone | 6264415188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHEYENNA WHITTIER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6264415188 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHEYENNA | PersonFirstNm |
| Person Last | WHITTIER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
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 | $103,686,797 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $319,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $319,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,632,941 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,581,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,612,861 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,148 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $306,884 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,979,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,239,310 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,082 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,243 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $790,689 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $197,672 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $593,017 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $302,674 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,692 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,692 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,111,380 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,801 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $606,952 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,443,057 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,365,357 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,554,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,801 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,972,309 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,574,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,037,509 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,695 | CashBOYAmt |
| Cash EOY | $12,578 | CashEOYAmt |
| Cash EOYFMV | $12,578 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,242,628 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $606,353 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $606,353 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $62,466 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $56,138 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $56,138 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $207,112 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $317,209 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $317,209 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,212,490 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,395,022 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,395,022 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,043,430 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $477,794 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $477,794 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $61,473,156 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,801,562 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $75,801,562 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $22,903 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,141 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,141 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $87,277,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,686,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,686,797 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $61,039 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $71,098 | AccountsPayableEOYAmt |
| Grants Payable BOY | $592,028 | GrantsPayableBOYAmt |
| Grants Payable EOY | $679,728 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $623,981 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $896,281 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,277,048 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,647,107 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $86,000,832 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $102,039,690 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,000,832 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $102,039,690 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,277,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,686,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,000,832 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,574,783 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,613,641 | OtherIncreasesAmt |
| Subtotal | $102,039,690 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $102,039,690 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 2021-12-31 | 2021-12-31 | $4,581,827 | $2,948,886 | $1,632,941 | $1,632,941 | |
| WHITTIER INTERNATIONAL FUND A | 2021-12-31 | 2021-12-31 | $295,078 | $295,078 | P | ||
| WHITTIER SMALL CAP FUND, LP | 2021-12-31 | 2021-12-31 | $601,492 | $601,492 | P | ||
| WHITTIER CORPORATE AMERICA FUND, LP | 2021-12-31 | 2021-12-31 | $1,110,474 | $1,110,474 | P | ||
| WHITTIER CORE FIXED INCOME FUND LLC | 2021-12-31 | 2021-12-31 | -$27,124 | -$27,124 | P | ||
| GREAT POINT VENTURES | 2021-12-31 | 2021-12-31 | $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,612,861 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,121 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,121 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $77,145 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $77,145 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,024 | OverpaymentAmt |
| Applied To ES Tax | $21,024 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | 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 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264415188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHEYENNA WHITTIER | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHAEL J CASEY | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| LINDA J BLINKENBERG | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID A DAHL | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | CFO/DIRECTOR | 2.00 | $0 | $0 | $0 |
| JULIE LYTLE NESBIT | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ARLO G SORENSEN | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KIMBERLY A WHITTIER | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT & PHILANTHROPIC SVCS | ServiceTypeTxt |
| Compensation | $790,145 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,467,309 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,180,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $75,824,465 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,472,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $102,472,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,537,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,935,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,046,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,046,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,121 | TotalTaxAmt |
| Distributable Before Adj | $4,990,649 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,990,649 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,990,649 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,972,309 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,972,309 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,990,649 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,664,861 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,972,309 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,664,861 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $307,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,683,201 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (170 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| I HAVE A DREAM FOUNDATION - LOS ANGELES | ||||||||
| 3580 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ALEDO ATHLETIC BOOSTER CLUB | ||||||||
| PO BOX 693 | ALEDO | TX | 76008 | NONE | PC | IN SUPPORT OF THE FAST BREAK CLUB | $2,500 | |
| ALISA ANN RUCH BURN FOUNDATION | ||||||||
| 50 N HILL AVE SUITE 305 | PASADENA | CA | 91106 | NONE | PC | RECREATIONAL PROGRAMMING FOR SURVIVORS - FAMILIES AND CHILDREN | $1,000 | |
| ALL HANDS AND HEARTS | ||||||||
| 6 COUNTY ROAD SUITE 6 | MATTAPOISETT | MA | 02739 | NONE | PC | DISASTER RELIEF FUND | $2,500 | |
| ALL SEATED IN A BARN | ||||||||
| 1925 NUTE STREET | BAKERSFIELD | CA | 93312 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ALLIANCE AGAINST FAMILY VIOLENCE AND SEXUAL ASSAULT | ||||||||
| 1921 19TH ST | BAKERSFIELD | CA | 93301 | NONE | PC | GENERAL OPERATING SUPPORT | $6,250 | |
| ALLIANCE AGAINST FAMILY VIOLENCE AND SEXUAL ASSAULT | ||||||||
| 1600 E TRUXTUN AVENUE | BAKERSFIELD | CA | 93305 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS FOUNDATION | ||||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | NONE | PC | IN SUPPORT OF THE HEROES AMONG US EVENT | $10,000 | |
| ALTASEA AT THE PORT OF LOS ANGELES | ||||||||
| 2456 SOUTH SIGNAL STREET | SAN PEDRO | CA | 90731 | NONE | PC | PROJECT BLUE EDUCATIONAL PROGRAMMING SUPPORT RESPECTIVELY REQUESTED | $50,000 | |
| ANIMAL WELLNESS FOUNDATION | ||||||||
| PO BOX 9686 | MARINA DL REY | CA | 90295 | NONE | PC | GENERAL RESCUE AND MEDICAL CARE | $2,500 | |
| AQUARIUM OF THE PACIFIC | ||||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | PC | GENERAL OPERATING SUPPORT & OCEAN SCIENCE EDUCATION PROGRAM (OSEP) | $15,000 | |
| ARMED SERVICES YMCA CAMP PENDLETON | ||||||||
| PO BOX 555028 | CAMP PENDLETON | CA | 92058 | NONE | PC | COVID-19 EMERGENCY SERVICES: CHILD CARE CENTER FOR CAMP PENDLETON MILITARY FAMILIES | $50,000 | |
| BAKERSFIELD HOMELESS CENTER | ||||||||
| 1600 E TRUXTUN AVE | BAKERSFIELD | CA | 93305 | NONE | PC | GENERAL OPERATING SUPPORT | $37,750 | |
| BELLEVUE HIGH SCHOOL | ||||||||
| 10416 SE WOLVERINE WAY | BELLEVUE | WA | 98004 | NONE | GOV | TO SUPPORT SPORTS TRANSPORTATION, MUSIC, AND THE ARTS - PAUL WHITTIER | $15,000 | |
| BELLEVUE SCHOOLS FOUNDATION | ||||||||
| PO BOX 40644 | BELLEVUE | WA | 98005 | NONE | PC | SUPPORT SIGNS OF SUICIDE PROGRAM - PAUL WHITTIER | $10,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | BEST FRIENDS ANIMAL SOCIETY IN LOS ANGELES | $1,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | ||||||||
| 3333 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | BBBSLA COLLEGE PAC PROGRAM | $50,000 | |
| BIG BROTHERS BIG SISTERS OF NORTHERN NEVADA | ||||||||
| 1300 FOSTER DR STE 210 | RENO | NV | 89509 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| BONNER COMMUNITY FOOD CENTER INC | ||||||||
| 1707 CULVERS DRIVE | SANDPOINT | ID | 83864 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 1715 100TH PL SE STE B | EVERETT | WA | 98208 | NONE | PC | TO SUPPORT THE EXPANSION OF SCOUTING IN THE SAN JUAN ISLANDS | $25,000 | |
| BOY SCOUTS OF AMERICA CALIFORNIA INLAND EMPIRE COUNCIL 045 | ||||||||
| 1230 INDIANA COURT | REDLANDS | CA | 92374 | NONE | PC | TO INCREASE ACCESS TO SCOUTING IN YUCAIPA | $25,000 | |
| BOY SCOUTS OF AMERICA GREATER LOS ANGELES AREA COUNCIL | ||||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL OPERATING SUPPORT & SCOUTREACH PROGRAM | $52,500 | |
| BOYS & GIRLS CLUB OF TRUCKEE MEADOWS | ||||||||
| 2680 E NINTH STREET | RENO | NV | 90813 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| 1450 NORTH UNIVERSITY AVENUE | PROVO | UT | 90007 | NONE | PC | $4,000 FOR BYU MEN'S BASEBALL TEAM, $4,000 FOR BYU CHEER SQUAD, $1,000 FOR THE BYU WOMEN'S SOFTBALL TEAM, $1,000 FOR BYU ATHLETIC DIRECTOR'S DISCRETIONARY FUND | $10,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | NONE | PC | RACING TO END ALZHEIMERS | $5,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91106 | NONE | PC | BLINKENBERG SURF SCHOLARSHIP FUND | $30,000 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | ||||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | NONE | PC | GENERAL OPERATING SUPPORT ($15,000 FOR DISCOVERY BALL AND $10,000 FOR PARTNERS IN LEARNING ANNUAL GIVING PROGRAM) | $25,000 | |
| CALVARY BAPTIST CHURCH AND SCHOOLS | ||||||||
| 2990 DAMIEN AVE | LA VERNE | CA | 91750 | NONE | PC | THE PLAYGROUND IMPROVEMENT PROJECT | $2,500 | |
| CARIBOU HISTORICAL SOCIETY | ||||||||
| 1033 PRESQUE ISLE RD | CARIBOU | ME | 04736 | NONE | PC | GENERAL OPERATING SUPPORT | $15,924 | |
| CARING HOUSE INCORPORATED | ||||||||
| 2842 EL DORADO STREET | TORRANCE | CA | 90503 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CASA DE LAS AMIGAS DBA CASA TREATMENT CENTER | ||||||||
| 160 N EL MOLINO AVENUE | PASADENA | CA | 91101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CHARLES R DREW UNIVERSITY OF MEDICINE AND SCIENCE | ||||||||
| 1731 EAST 120TH STREET | LOS ANGELES | CA | 90059 | NONE | PC | SCHOLARSHIP ENDOWMENT | $100,000 | |
| CHILDREN OF THE NIGHT | ||||||||
| 3450 CAHUENGA BLVD W | LOS ANGELES | CA | 90068 | NONE | PC | "GENERAL OPERATING SUPPORTT" | $50,000 | |
| CLASSICAL TAHOE | ||||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| COLORADO STATE UNIVERSITY FOUNDATION | ||||||||
| POBOX 1870 | FORT COLLINS | CO | 80523 | NONE | PC | KEY COMMUNITIES SCHOLARSHIP ENDOWMENT ($5K), FUTURE RAM TRANSPORTATION FUND ($2.5K), WOMEN GENDER AND ADVOCACY CENTER ($2.5K) | $10,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST | LOS ANGELES | CA | 90012 | NONE | PC | PALOS VERDES ESTATES FOUNDATION - FARNHAM MARTIN FOUNTAIN RESTORATION - ARLO SORENSEN | $10,000 | |
| CORPORATION OF THE FINE ARTS MUSEUMS | ||||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | PC | MUSEUM AMBASSADORS AT THE FINE ARTS MUSEUMS OF SAN FRANCISCO | $2,500 | |
| CRITTERS WITHOUT LITTERS | ||||||||
| 4300 STINE ROAD 720 | BAKERSFIELD | CA | 93313 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 10350 SANTA MONICA BLVD SUITE 120 | LOS ANGELES | CA | 90025 | NONE | PC | GUTS & GLORY GALA SUPPORT | $10,000 | |
| CRYSTAL COVE CONSERVANCY | ||||||||
| 5 CRYSTAL COVE | NEWPORT COAST | CA | 92657 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| ENVIRONMENTAL NATURE CENTER | ||||||||
| 1601 EAST 16TH STREET | NEWPORT BEACH | CA | 90021 | NONE | PC | NATURE PRESCHOOL SCHOLARSHIP FUND | $1,000 | |
| FAMILIES FORWARD | ||||||||
| 8 THOMAS | IRVINE | CA | 92618 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FAMILIES FORWARD (FORMERLY MOTHERS' CLUB) | ||||||||
| 980 N FAIR OAKS AVE | PASADENA | CA | 91103 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FLINTRIDGE SACRED HEART ACADEMY | ||||||||
| 440 ST KATHERINE DRIVE | LA CANADA | CA | 91011 | NONE | PC | HARRY G. JOHANSING SCHOLARSHIP FUND & SCHOLARSHIPS FOR STUDENTS IN NEED | $3,500 | |
| FOLDED FLAG FOUNDATION INC | ||||||||
| 1550 S PAVILION CENTER DRIVE | LAS VEGAS | NV | 89135 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FOSS WATERWAY SEAPORT | ||||||||
| 705 DOCK STREET | TACOMA | WA | 98402 | NONE | PC | ONLINE SCIENCE EDUCATION PROGRAM | $40,000 | |
| FOUR WINDS INC | ||||||||
| PO BOX 140 | DEER HARBOR | WA | 98243 | NONE | PC | IN SUPPORT OF HORSE PROGRAMS | $20,000 | |
| FREEDOM4U | ||||||||
| 336 TEJON PLACE | PALOS VERDES | CA | 90274 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FRIENDS OF POCATELLO ANIMAL SHELTER | ||||||||
| 3100 AVENUE OF THE CHIEFS | POCATELLO | ID | 83201 | NONE | PC | IN SUPPORT OF DOG FEEDING PROGRAMS | $5,000 | |
| FRIENDS OF ROBINSON GARDENS | ||||||||
| 1008 ELDEN WAY | BEVERLY HILLS | CA | 90210 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| FRIENDS OF SCOTCHMAN PEAKS WILDERNESS | ||||||||
| PO BOX 2061 | SANDPOINT | ID | 83864 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FRIENDS OF THE LOS ANGELES RIVER | ||||||||
| 570 W AVENUE 26 | LOS ANGELES | CA | 90065 | NONE | PC | ENVIRONMENTAL EDUCATION, COMMUNITY ENGAGEMENT AND CLEANUP MOBILIZATION | $50,000 | |
| FULFILLMENT FUND | ||||||||
| 6100 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GLENDALE UNIFIED SCHOOL DISTRICT | ||||||||
| 223 N JACKSON STREET | GLENDALE | CA | 91206 | NONE | GOV | GLENDALE H.S. BOYS TRACK & FIELD | $1,000 | |
| GOLDEN EMPIRE GLEANERS | ||||||||
| 1326 30TH ST UNIT A | BAKERSFIELD | CA | 93301 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | TO SUPPORT VARIOUS PUBLIC CHARITIES ON A WIDE VARIETY OF CAUSES | $185,000 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | JULIE & SCOTT NESBIT FAMILY FOUNDATION | $35,000 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | GRAHAM KRAUS-SANDERS MEMORIAL SCHOLARSHIP FUND | $2,500 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | TO SUPPORT VARIOUS PUBLIC CHARITIES ON A WIDE VARIETY OF CAUSES | $185,000 | |
| GREEN DOT PUBLIC SCHOOLS NATIONAL | ||||||||
| 1149 S HILL STREET SUITE 600 | LOS ANGELES | CA | 90015 | NONE | PC | NATIONAL MENTORSHIP PROGRAM | $2,500 | |
| GREENWICH ALLIANCE FOR EDUCATION | ||||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PC | GREENWICH HIGH SCHOOL ESPORTS CLUB | $2,500 | |
| GREENWICH UNITED WAY | ||||||||
| 500 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | PC | FUNDING FOR OUR YOUTH IMPACT PROGRAMMING | $2,500 | |
| HEALTHCARE AND ELDER LAW PROGRAMS (HELPHELP) | ||||||||
| 1404 CRAVENS AVE | TORRANCE | CA | 90501 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| HELEN WOODWARD ANIMAL CENTER | ||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | GENERAL OPERATING SUPPORT, ANIMEALS PROGRAM & SUPPORT FOR ANIMAL ADOPTION PROGRAM | $36,250 | |
| HIGHER GROUND INC | ||||||||
| PO BOX 6791 | KETCHUM | ID | 83340 | NONE | PC | VETERAN'S PROGRAM SUPPORT | $55,000 | |
| HILLSIDES | ||||||||
| 815 COLORADO BLVD STE 300 | LOS ANGELES | CA | 90041 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOLY FAMILY SCHOOL | ||||||||
| 1301 ROLLIN ST | SOUTH PASADENA | CA | 91030 | NONE | PC | YOUTH PROGRAMS | $2,500 | |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES (HMRI) | ||||||||
| 686 SOUTH FAIR OAKS AVENUE | PASADENA | CA | 91105 | NONE | PC | PROGRAM SUPPORT HIGH SCHOOL STEM PROGRAM | $53,933 | |
| IDAHO FOODBANK WAREHOUSE INC DBA THE IDAHO FOODBANK | ||||||||
| 3630 E COMMERCIAL CT | MERIDIAN | ID | 83642 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| IMMACULATE CONCEPTION SCHOOL | ||||||||
| 830 GREEN AVE | LOS ANGELES | CA | 90017 | NONE | PC | TUITION SUPPORT | $2,500 | |
| INTERFACE CHILDREN & FAMILY SERVICES | ||||||||
| 4001 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| INTIMAN THEATRE | ||||||||
| INTIMAN THEATRE | SEATTLE | WA | 98122 | NONE | PC | STARFISH PROJECT- A FREE AFTER SCHOOL TECHNICAL STEAM PROGRAM IN SEATTLE PUBLIC SCHOOLS | $2,500 | |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK (AKA NORTH COUNTY FOOD BANK) | ||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | NONE | PC | SENIOR FOOD PROGRAM & CALFRESH OUTREACH PROGRAM | $45,000 | |
| JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA | ||||||||
| 6250 FOREST LAWN DRIVE | LOS ANGELES | CA | 90068 | NONE | PC | JA FINANCE PARK GIVING SHOP | $25,000 | |
| KANIKSU LAND TRUST | ||||||||
| PO BOX 2123 | SANDPOINT | ID | 83804 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| KEDREN HEALTH | ||||||||
| 4211 AVALON BLVD | LOS ANGELES | CA | 90011 | NONE | PC | VACCINATION PROGRAM | $2,500 | |
| KENYON COLLEGE | ||||||||
| 105 CHASE AVENUE | GAMBIER | OH | 43022 | NONE | PC | KENYON PARENTS FUND | $5,000 | |
| KLS LEGACY FOUNDATION | ||||||||
| PO BOX 941747 | SIMI VALLEY | CA | 93094 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LAKE ARROWHEAD SAILING ASSOCIATION | ||||||||
| 42 REDBERRY | IRVINE | CA | 92618 | NONE | PC | GENERAL OPERATING SUPPORT | $4,500 | |
| LAKE PEND OREILLE WATERKEEPER | ||||||||
| PO BOX 732 | SANDPOINT | ID | 83864 | NONE | PC | TO SUPPORT THE HIRING OF NEW STAFF | $60,000 | |
| LINCOLN CLUB INSTITUTE | ||||||||
| PO BOX 8095 | NEWPORT BEACH | CA | 92658 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LOS ANGELES BOYS & GIRLS CLUB | ||||||||
| 2635 PASADENA AVENUE | LOS ANGELES | CA | 90031 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| LOS ANGELES CITY FIRE DEPARTMENT FOUNDATION | ||||||||
| 1700 STADIUM WAY SUITE 100 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING SUPPORT & IN SUPPORT OF THE PURCHASE OF NEW CARDIAC MONITORING DEVICES | $115,000 | |
| LOS ANGELES JEWISH HOME FOR THE AGING | ||||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PC | IN SUPPORT OF FUNDING PERSONAL PROTECTIVE EQUIPMENT | $10,000 | |
| LOVE AND UNITY CHRISTIAN FELLOWSHIP | ||||||||
| P O BOX 5449 | COMPTON | CA | 90224 | NONE | PC | LOVE AND UNITY CHRISTIAN FELLOWSHIP SUMMER CAMP PROGRAM | $5,000 | |
| MARE THERAPEUTIC RIDING CENTER | ||||||||
| PO BOX 21916 | BAKERSFIELD | CA | 93390 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MAKE-A-WISH ORANGE COUNTY AND THE INLAND EMPIRE | ||||||||
| 3230 EL CAMINO REAL | IRVINE | CA | 92602 | NONE | PC | CREATING LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES, AUGUST 2021 GALA SUPPORT AND GENERAL OPERATING SUPPORT | $19,500 | |
| MANNA CONEJO VALLEY FOOD BANK | ||||||||
| PO BOX 1114 | THOUSAND OAKS | CA | 91358 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MAURICE LUCAS FOUNDATION | ||||||||
| 7555 SW HERMOSO WAY | PORTLAND | OR | 97223 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MENDING KIDS INTERNATIONAL | ||||||||
| 21255 BURBANK BLVD | LOS ANGELES | CA | 91601 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MODEL FOREST POLICY PROGRAM | ||||||||
| PO BOX 328 | SAGLE | ID | 83860 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MOUNTAIN CREEK COTTAGES | ||||||||
| 5800 MOUNTAIN CREEK RD | SANDY SPRINGS | GA | 90703 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MUSEIQUE | ||||||||
| 300 E GREEN STREET 3RD FLOOR | PASADENA | CA | 91101 | NONE | PC | MUSE/IQUE OFFSTAGE | $50,000 | |
| MUSIC CONSERVATORY OF SANDPOINT INC | ||||||||
| PO BOX 907 | SANDPOINT | ID | 83864 | NONE | PC | REMODEL OF FLOORING IN PERFORMANCE HALL LITTLE CARNEGIE AND GENERAL OPERATING SUPPORT | $43,250 | |
| NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS | ||||||||
| 7474 GREENWAY CENTER DRIVE | GREENBELT | MD | 20770 | NONE | PC | IN SUPPORT OF THE RICHARD MCNAMEE SCHOLARSHIP | $1,000 | |
| NEUROMUSCULAR DISEASE FOUNDATION | ||||||||
| 269 S BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | NONE | PC | IN SUPPORT OF THE 2021 FUNDRAISER AND PRE-CLINICAL RESEARCH ON GNE MYOPATHY | $200,000 | |
| NEVADA DISCOVERY MUSEUM | ||||||||
| 490 S CENTER STREET | RENO | NV | 89501 | NONE | PC | GENERAL OPERATING SUPPORT FOR THE MUSEUMS CHEMISTRY OF THE COCKTAIL EVENT | $2,500 | |
| NEVADA MUSEUM OF ART | ||||||||
| 160 W LIBERTY ST | RENO | NV | 89501 | NONE | PC | E.L. CORD MUSEUM SCHOOL | $2,500 | |
| NEW BOSTON CENTRAL SCHOOL | ||||||||
| 15 CENTRAL SCHOOL ROAD | NEW BOSTON | NH | 03070 | NONE | GOV | STUDENT ACTIVITIES FUND | $2,500 | |
| NEW VILLAGE GIRLS ACADEMY NEW VILLAGE CHARTER SCHOOL INC | ||||||||
| 147 N OCCIDENTAL BOULEVARD | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NEW YORK MEDICAL COLLEGE | ||||||||
| 40 SUNSHINE COTTAGE RD | VALHALLA | NY | 10595 | NONE | PC | RHODES TO RECOVERY EVENT | $10,000 | |
| NORTH IDAHO HIGH SCHOOL AEROSPACE PROGRAM INC | ||||||||
| PO BOX 1083 | SAGLE | ID | 83860 | NONE | PC | THE NORTH IDAHO AEROSPACE PROGRAMS NEW AIRPLANE KIT | $50,000 | |
| NORTH MIANUS SCHOOL PTA | ||||||||
| 309 PALMER HILL ROAD | RIVERSIDE | CT | 06878 | NONE | PC | IN SUPPORT OF BUILDING A GA-GA BALL PIT NEXT TO THE SCHOOL CAMPUS PLAYGROUND | $5,000 | |
| OPERATION PROGRESS | ||||||||
| 10221 COMPTON AVE SUITE 102 | LOS ANGELES | CA | 90020 | NONE | PC | THE HORSE PROJECT | $10,000 | |
| ORANGE COUNTY COMMUNITY FOUNDATION | ||||||||
| 4041 MACARTHUR BLVD | NEWPORT BEACH | CA | 92660 | NONE | PC | SHADY CANYON EMPLOYEES SCHOLARSHIP FUND | $10,000 | |
| ORANGE COUNTY RESCUE MISSION | ||||||||
| 1 HOPE DRIVE | TUSTIN | CA | 92782 | NONE | PC | GENERAL OPERATING SUPPORT FOR VILLAGE OF HOPE, TRANSITIONAL SHELTER FOR 400 HOMELESS MEN, WOMEN, AND CHILDREN | $25,000 | |
| ORANGEWOOD FOUNDATION | ||||||||
| 1575 EAST 17TH STREET | SANTA ANA | CA | 92705 | NONE | PC | SERVICES TO CURRENT AND FORMER FOSTER YOUTH IN ORANGE COUNTY AND GENERAL OPERATING SUPPORT | $7,500 | |
| OUTWARD BOUND ADVENTURES INC | ||||||||
| PO BOX 202 | PASADENA | CA | 91102 | NONE | PC | PROGRAM SUPPORT FOR WILDLANDS RESTORATION ACADEMY | $80,000 | |
| PACIFIC BATTLESHIP CENTER | ||||||||
| 250 S HARBOR BLVD | SAN PEDRO | CA | 90731 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | ||||||||
| 725 S FIGUEROA ST SUITE 450 | LOS ANGELES | CA | 90017 | NONE | PC | SUPPORT FOR LOCAL-TO-GLOBAL PROGRAM (PUBLIC AFFAIRS EVENTS, AMPLIFY LEADERSHIP DEVELOPMENT PROGRAM, & CROSS-CULTURAL DELEGATIONS) | $50,000 | |
| PALOS VERDES ESTATES POLICE DEPARTMENT | ||||||||
| 340 PALOS VERDES DRIVE WEST | PALOS VERDES ESTATES | CA | 90274 | NONE | GOV | NEW RECRUITS TRAINING | $4,300 | |
| PALOS VERDES ON THE NET | ||||||||
| 550 DEEP VALLEY DR | ROLLING HILLS ESTATES | CA | 90274 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PALOS VERDES PERFORMING ARTS | ||||||||
| 27570 NORRIS CENTER DRIVE | ROLLING HILLS ESTATES | CA | 90274 | NONE | PC | $5,000 TO OUTSIDE EQUIPMENT PROJECT AND $5,000 TO RESTORATION OF BASEMENT FACILITIES | $10,000 | |
| PANIDA THEATER COMMITTEE INC | ||||||||
| PO BOX 1981 | SANDPOINT | ID | 83864 | NONE | PC | REPAIR THE PANIDA THEATER MARQUEE | $10,000 | |
| PASADENA COMMUNITY FOUNDATION | ||||||||
| 301 E COLORADO BLVD SUITE 810 | PASADENA | CA | 91101 | NONE | PC | SUPPORT FOR PCF SCHOLARS PROGRAM | $50,000 | |
| PASADENA EDUCATIONAL FOUNDATION | ||||||||
| 351 SOUTH HUDSON AVENUE | PASADENA | CA | 91109 | NONE | PC | SIERRA MADRE ELEMENTARY SCHOOL - $2,500 MIKE CASEY III | $2,500 | |
| PASADENA SENIOR CENTER | ||||||||
| 85 EAST HOLLY STREET | PASADENA | CA | 91103 | NONE | PC | FOOD DISTRIBUTION | $2,500 | |
| PELICAN COVE COUNSELING CENTER | ||||||||
| 240 S GARFIELD AVE | ALHAMBRA | CA | 91801 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PENINSULA FRIENDS OF THE LIBRARY | ||||||||
| 701 SILVER SPUR ROAD | ROLLING HILLS ESTATES | CA | 90274 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PEPPERDINE UNIVERSITY | ||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | NONE | PC | YOUTH CITIZENSHIP SEMINAR | $50,000 | |
| PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA | ||||||||
| PBK ALUMNI IN SOUTHERN CALIFORNIA | WOODLAND HILLS | CA | 91364 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | C/O TREASURER |
| PI BETA PHI FOUNDATION | ||||||||
| 1154 TOWN AND COUNTRY COMMONS DR | TOWN AND COUNTRY | MO | 63017 | NONE | PC | SCHOLARSHIP ASSISTANCE TO COLLEGE STUDENTS EXPERIENCING FINANCIAL CHALLENGES | $2,500 | |
| PLEDGELING FOUNDATION | ||||||||
| 2100 ABBOT KINNEY BLVD UNIT E | VENICE | CA | 90291 | NONE | PC | NURSE HEROES | $5,000 | |
| PORTAL SCHOOLS | ||||||||
| 12045 WATERFRONT DRIVE | LOS ANGELES | CA | 90094 | NONE | PC | PORTAL SCHOOLS LAUNCH SUPPORT - LAUNCH AND EARLY IMPLEMENTATION OF THE NEW PORTAL SCHOOLS MODEL INCLUDING SUPPORT FOR LOW-INCOME STUDENT SCHOLARSHIPS, SCHOOL LEVEL START-UP COSTS, ACADEMIC PROGRAM DEVELOPMENT, AND/OR GENERAL OPERATING SUPPORT. | $102,500 | |
| PROVIDENCE HEALTH AND SERVICES FOUNDATION SAN FERNANDO AND SANTA CLARITA VA | ||||||||
| 501 S BUENA VISTA STREET | BURBANK | CA | 91505 | NONE | PC | MINUTES MATTER - PROVIDENCE SAINT JOSEPH MEDICAL CENTER EMERGENCY SERVICES CAMPAIGN | $100,000 | |
| PROVIDENCE LITTLE COMPANY OF MARY FOUNDATION | ||||||||
| 4101 TORRANCE BOULEVARD | TORRANCE | CA | 90503 | NONE | PC | CAREGIVER WELLNESS CENTER FUND | $10,000 | |
| PROVIDENCE TRINITYCARE FOUNDATION | ||||||||
| 5315 TORRANCE BLVD | TORRANCE | CA | 90503 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 3003 S STATE STREET STE 8000 | ANN ARBOR | MI | 48109 | NONE | PC | DEAN OF STUDENTS EMERGENCY FUND 364688 | $10,000 | |
| REIGNITE HOPE | ||||||||
| 14333 S FIGUEROA ST | GARDENA | CA | 90248 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RENOWN HEALTH FOUNDATION | ||||||||
| 245 E LIBERTY AVE SUITE 400 | RENO | NV | 89501 | NONE | PC | GENERAL OPERATING SUPPORT / RENOWN HEALTH FOUNDATION ART FOR RECOVERY EVENT | $5,000 | |
| RESURRECTION CHURCH | ||||||||
| 1515 20TH ST | BAKERSFIELD | CA | 93301 | NONE | PC | VALLEY SCHOOLS - GENERAL OPERATING SUPPORT - BOBBI DUKE | $5,000 | |
| ROCK CREEK ALLIANCE | ||||||||
| PO BOX 2636 | SANDPOINT | ID | 83864 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ROSE BOWL LEGACY FOUNDATION | ||||||||
| 1001 ROSE BOWL DRIVE | PASADENA | CA | 91103 | NONE | PC | ROSE BOWL INSTITUTE GENERAL SUPPORT | $50,000 | |
| SAMUELI ACADEMY | ||||||||
| 1901 N FAIRVIEW ST | SANTA ANA | CA | 91505 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SANDPOINT WALDORF SCHOOL | ||||||||
| PO BOX 95 | SANDPOINT | ID | 83864 | NONE | PC | LAND PURCHASE FUND & IN SUPPORT OF A NEW BUILDING FOR THE SCHOOL | $21,500 | |
| SCRIPPS WHITTIER DIABETES INSTITUTE | ||||||||
| 10140 CAMPUS POINT DRIVE | SAN DIEGO | CA | 92121 | NONE | PC | ESTABLISH THE PAUL AND LUCY WHITTIER ENDOWMENT FOR DIABETES EDUCATION AND RESEARCH | $200,000 | |
| SIERRA NEVADA COLLEGE | ||||||||
| 999 TAHOE BLVD | INCLINE VILLAGE | NV | 89451 | NONE | PC | GENERAL OPERATING SUPPORT AND FOR STUDENT SCHOLARSHIP FUNDING | $20,000 | |
| SIERRA NEVADA JOURNEYS | ||||||||
| 190 E LIBERTY ST | RENO | NV | 89501 | NONE | PC | LEADERSHIP ON THE LAWN | $2,500 | |
| SKY TAVERN | ||||||||
| 21130 MOUNT ROSE HIGHWAY | RENO | NV | 89511 | NONE | PC | SKY TAVERN JUNIOR SKI PROGAM | $2,500 | |
| SOUTH HIGH SCHOOL | ||||||||
| 4801 PACIFIC COAST HWY | TORRANCE | CA | 90505 | NONE | GOV | CTE COURSE ($3,000) AND THEATER PROGRAM ($2,000) | $5,000 | |
| SOUTH PASADENA EDUCATIONAL FOUNDATION | ||||||||
| 1020 EL CENTRO STREET | SOUTH PASADENA | CA | 91030 | NONE | PC | SOUTH PASADENA STUDENTS IN EDUCATIONAL AREAS & ENRICHMENT PROGRAMS FOR LOCAL STUDENTS | $3,500 | |
| SPIRIT ROCK MEDITATION CENTER | ||||||||
| PO BOX 169 | WOODACRE | CA | 93555 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ST BEDE THE VENERABLE CATHOLIC SCHOOL | ||||||||
| 4524 CROWN AVENUE | LA CANADA FLT | CA | 90026 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| STPHILIP THE APOSTLE SCHOOL | ||||||||
| 1363 CORDOVA STREET | PASADENA | CA | 91106 | NONE | PC | YOUTH EDUCATION AND DEVELOPMENT | $2,500 | |
| STRENGTH OF SHADOW DOG RESCUE INC | ||||||||
| PO BOX 97 | BODFISH | CA | 93205 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SWITZER LEARNING CENTER | ||||||||
| 2201 AMAPOLA COURT | TORRANCE | CA | 90501 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE CATALINA ISLAND CONSERVANCY | ||||||||
| 320 GOLDEN SHORE AVE SUITE 220 | LONG BEACH | CA | 90802 | NONE | PC | COMMUNITY SUPPORT | $2,500 | |
| THE HARMONY PROJECT | ||||||||
| 4322 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE LITERACY PROJECT | ||||||||
| 111 VIA LIDO SOUD | NEWPORT BEACH | CA | 92663 | NONE | PC | PROGRAM SUPPORT & GENERAL OPERATING SUPPORT FOR THE MUSEUM OF FLIGHT'S "FLIGHT PLAN" INITIATIVES | $5,000 | |
| THE MUSEUM OF FLIGHT | ||||||||
| 9404 E MARGINAL WAY SOUTH | SEATTLE | WA | 98108 | NONE | PC | THE BOEING ACADEMY FOR STEM LEARNING | $26,000 | |
| THE OLYMPIC CLUB FOUNDATION | ||||||||
| 524 POST STREET | SAN FRANCISCO | CA | 90280 | NONE | PC | SUPPORTING YOUTH SPORTS | $10,000 | |
| THE RIGHTWAY FOUNDATION | ||||||||
| 3650 W MARTIN LUTHER KING JR BLVD | LOS ANGELES | CA | 90008 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE SAN DIEGO FOUNDATION | ||||||||
| 2508 HISTORIC DECATUR RD | SAN DIEGO | CA | 92106 | NONE | PC | TO SUPPORT THE BLINKENBERG SCHOLARSHIP FUND | $35,000 | |
| THE TRUSTEES OF TRINITY COLLEGE (TRINITY COLLEGE) | ||||||||
| 300 SUMMIT STREET | HARTFORD | CT | 90033 | NONE | PC | TRINITY PARENTS FUND | $5,000 | |
| TORRANCE POLICE FOUNDATION | ||||||||
| 21515 HAWTHORNE BLVD STE 450 | TORRANCE | CA | 90503 | NONE | PC | PROVIDE A "SANTA" FLOAT DURING THE HOLIDAY SEASON TO ENGAGE THE TORRANCE COMMUNITY CHILDREN FOR THE HOLIDAYS | $10,000 | |
| UNION STATION HOMELESS SERVICES | ||||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | NONE | PC | SOURCE CAREER DEVELOPMENT PROGRAM | $20,000 | |
| UNIVERSITY OF NEVADA RENO FOUNDATION | ||||||||
| MAIL STOP 0007 | RENO | NV | 89557 | NONE | PC | $1,874 SILVER & BLUE SOCIETY; $626 BIZFIT (COLLEGE OF BUSINESS FRESHMAN INTENSIVE TRAINING PROGRAM) AND THE OZMEN CENTER FOR ENTREPRENEURSHIP ($1,000), COLLEGE OF BUSINESS ANNUAL FUND ($1,500) | $5,000 | |
| VILLA ESPERANZA SERVICES | ||||||||
| 2116 EAST VILLA STREET | PASADENA | CA | 91107 | NONE | PC | GENERAL OPERATING SUPPORT TOWARDS PROGRAMS FOR INDIVIDUALS WITH INTELLECTUAL-DEVELOPMENTAL DISABILITIES | $27,500 | |
| VISTA CENTER FOR THE BLIND AND VISUALLY IMPAIRED | ||||||||
| 2500 EL CAMINO REAL SUITE 100 | PALO ALTO | CA | 94306 | NONE | PC | YOUTH SERVICES | $1,000 | |
| VOX FEMINA LOS ANGELES | ||||||||
| 3341 CAROLINE AVE | CULVER CITY | CA | 90232 | NONE | PC | VOX FEMINA'S MUSIC PROGRAMS | $2,500 | |
| WASHOE LEGAL SERVICES | ||||||||
| 299 S ARLINGTON AVE | RENO | NV | 89501 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| WE ARE BRAVE TOGETHER | ||||||||
| 6040 GROVEOAK PLACE | RANCHO PALOS VERDES | CA | 90275 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WELLSPRING FAMILY SERVICES | ||||||||
| 1900 RAINIER AVENUE SOUTH | SEATTLE | WA | 98144 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WESTERN CENTER ON LAW & POVERTY | ||||||||
| 3701 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| WHITE WINGS & SILVER STRINGSPALOS VERDES REGIONAL SYMPHONY ORCHESTRA | ||||||||
| 5635 SEASIDE HEIGHTS DR | RANCHO PALOS VERDES | CA | 90275 | NONE | PC | FOR GENERAL OPERATIONS AND SCHOLARSHIPS | $3,200 | |
| WITHINREACH | ||||||||
| 155 NE 100TH | SEATTLE | WA | 98125 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| WOMEN AND CHILDREN'S CENTER OF THE SIERRA | ||||||||
| 3905 NEIL RD 2 | RENO | NV | 89502 | NONE | PC | IN SUPPORT OF EDUCATION PROGRAMS | $1,000 | |
| WOODBURY UNIVERSITY SCHOOL OF BUSINESS | ||||||||
| 7500 N GLENOAKS BLVD | BURBANK | CA | 91504 | NONE | PC | STUDENT SCHOLARSHIPS | $2,500 | |
| YELLOWSTONE TO YUKON CONSERVATION INITIATIVE | ||||||||
| PO BOX 157 | BOZEMAN | MT | 59718 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| YMCA OF ORANGE COUNTY | ||||||||
| 13821 NEWPORT AVENUE | TUSTIN | CA | 92780 | NONE | PC | IN SUPPORT OF CHILDREN'S ACTIVITIES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,365,357 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHARLES R DREW UNIVERSITY OF MEDICINE AND SCIENCE | |||||||
| 1731 EAST 120TH STREET | LOS ANGELES | CA | 90059 | NONE | PC | SCHOLARSHIP ENDOWMENT | $100,000 |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES (HMRI) | |||||||
| 686 SOUTH FAIR OAKS AVENUE | PASADENA | CA | 91105 | NONE | PC | PROGRAM SUPPORT HIGH SCHOOL STEM PROGRAM | $107,867 |
| ALTASEA AT THE PORT OF LOS ANGELES | |||||||
| 2456 SOUTH SIGNAL STREET | SAN PEDRO | CA | 90731 | NONE | PC | PROJECT BLUE EDUCATIONAL PROGRAMMING SUPPORT RESPECTIVELY REQUESTED | $50,000 |
| OUTWARD BOUND ADVENTURES INC | |||||||
| PO BOX 202 | PASADENA | CA | 91102 | NONE | PC | PROGRAM SUPPORT FOR WILDLANDS RESTORATION ACADEMY | $80,000 |
| MUSEIQUE | |||||||
| 300 E GREEN STREET 3RD FLOOR | PASADENA | CA | 91101 | NONE | PC | MUSE/IQUE OFFSTAGE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $387,867 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $319,565 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,632,941 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP INCOME | 01 | $15,465 |
| OTHER INCOME | 01 | $11,683 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,979,654 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,979,654 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $11,250 | $2,813 | $8,437 |
| TAX PREPARATION FEES | $5,075 | $1,269 | $3,806 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,000 UNITS COLUMBIA PPTY TR OPER PART NOTE 3.650% 8/15/26 | $5,437 | $5,437 |
| 20,000 UNITS OCCIDENTAL PETE CORP NOTE 3.400% 4/15/26 | $20,500 | $20,500 |
| 50,000 UNITS WELLS FARGO CO MTN BE MTNF 4.300% 7/22/27 | $55,740 | $55,740 |
| 100,000 UNITS CITIGROUP INC PRFD 5.900%12/31/99 | $103,000 | $103,000 |
| 50000 UNITS BANK OF AMERICA CORP MTNF 4.200% 8/26/24 | $53,606 | $53,606 |
| 50000 UNITS MORGAN STANLEY MTNF 5.000% 11/24/25 | $55,968 | $55,968 |
| 50000 UNITS ARES CAPITAL CORP NOTE 3.250% 7/15/25 | $51,661 | $51,661 |
| 25000 UNITS BOEING CO NOTE 4.875% 5/01/25 | $27,363 | $27,363 |
| 25000 UNITS ORACLE CORP NOTE 3.250% 11/15/27 | $26,341 | $26,341 |
| 50000 UNITS HSBC HLDGS PLC NOTE 3.803% 3/11/25 | $52,478 | $52,478 |
| 1000 UNITS KKR REAL ESTATE FIN TR INC 6.5% SER A PFD | $25,700 | $25,700 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (92 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6180 UNITS VANGUARD EMERGING MARKET EQUITY ETF | $305,663 | $305,663 |
| 3625 UNITS SPDR TR S&P 500 | $1,721,730 | $1,721,730 |
| 825 UNITS MIDCAP SPDR TR UNIT SER 1 | $427,086 | $427,086 |
| 1526 UNITS 3M CO | $271,063 | $271,063 |
| 1526 UNITS AMERICAN EXPRESS CO COM | $249,654 | $249,654 |
| 1526 UNITS APPLE COMPUTER INC COM | $270,972 | $270,972 |
| 1526 UNITS BOEING CO COM | $307,214 | $307,214 |
| 1526 UNITS CATERPILLAR INC DEL COM | $315,485 | $315,485 |
| 1526 UNITS CHEVRON CORP COM | $179,076 | $179,076 |
| 1526 UNITS CISCO SYS INC COM | $96,703 | $96,703 |
| 1526 UNITS COCA COLA CO COM | $90,354 | $90,354 |
| 1526 UNITS DISNEY WALT CO COM DISNEY | $236,362 | $236,362 |
| 1526 UNITS DOW INC COM | $86,555 | $86,555 |
| 1526 UNITS GOLDMAN SACHS GROUP INC COM | $583,771 | $583,771 |
| 1526 UNITS HOME DEPOT INC COM | $633,305 | $633,305 |
| 1526 UNITS HONEYWELL INTL INC | $318,186 | $318,186 |
| 1526 UNITS INTEL CORP COM | $78,589 | $78,589 |
| 1526 UNITS INTERNATIONAL BUSINESS MACHS COM | $203,965 | $203,965 |
| 1526 UNITS J P MORGAN CHASE & CO COM | $241,642 | $241,642 |
| 1526 UNITS JOHNSON & JOHNSON COM | $261,053 | $261,053 |
| 1526 UNITS MCDONALDS CORP COM | $409,075 | $409,075 |
| 1526 UNITS MERCK & CO INC COM | $116,953 | $116,953 |
| 1526 UNITS MICROSOFT CORP COM | $513,224 | $513,224 |
| 1526 UNITS NIKE INC CL B | $254,338 | $254,338 |
| 1526 UNITS PROCTER & GAMBLE CO COM | $249,623 | $249,623 |
| 1526 UNITS SALESFORCE COM INC | $387,802 | $387,802 |
| 1526 UNITS TRAVELERS COMPANIES, INC COM | $238,712 | $238,712 |
| 1526 UNITS UNITEDHEALTH GROUP INC COM | $766,266 | $766,266 |
| 1526 UNITS VERIZON COMMUNICATIONS COM | $79,291 | $79,291 |
| 1526 UNITS VISA INC COM CL A | $330,699 | $330,699 |
| 1526 UNITS WAL MART STORES INC COM | $220,797 | $220,797 |
| 1526 UNITS WALGREEN CO COM | $79,596 | $79,596 |
| 488 UNITS TEVA PHARMACEUTICAL INDS LTD ADR | $3,909 | $3,909 |
| 318 UNITS VODAFONE GROUP PLC NEW SPONSORED ADR | $4,748 | $4,748 |
| 187 UNITS BAIDU INC SPON ADR REP A | $27,823 | $27,823 |
| 786 UNITS ACTIVISION BLIZZARD INC COM | $52,293 | $52,293 |
| 351 UNITS ADOBE SYS INC COM | $199,038 | $199,038 |
| 174 UNITS ALPHABET INC CL A | $504,085 | $504,085 |
| 174 UNITS ALPHABET INC CL C | $503,485 | $503,485 |
| 310 UNITS AMAZON COM INC COM | $1,033,645 | $1,033,645 |
| 638 UNITS AMGEN INC COM | $143,531 | $143,531 |
| 17,882 UNITS APPLE COMPUTER INC COM | $3,175,307 | $3,175,307 |
| 1,021 UNITS AT&T INC COM | $25,117 | $25,117 |
| 344 UNITS AUTOMATIC DATA PROCESSING INCOME | $84,824 | $84,824 |
| 164 UNITS BIOGEN IDEC INC | $39,347 | $39,347 |
| 34 UNITS BOOKING HOLDINGS INC | $81,574 | $81,574 |
| 629 UNITS BRISTOL MYERS SQUIBB CO COM | $39,218 | $39,218 |
| 225 UNITS CERNER CORP COM | $20,896 | $20,896 |
| 141 UNITS CHECK POINT SOFTWARE TECH LT ORD | $16,435 | $16,435 |
| 85 UNITS CIGNA CORP NEW COM | $19,519 | $19,519 |
| 3,784 UNITS CISCO SYS INC COM | $239,792 | $239,792 |
| 418 UNITS COGNIZANT TECHNOLOGY SOLUTIONS CORP | $37,085 | $37,085 |
| 2,868 UNITS COMCAST CORP | $144,346 | $144,346 |
| 301 UNITS COSTCO WHSL CORP NEW COM | $170,878 | $170,878 |
| 426 UNITS DISNEY WALT CO COM DISNEY | $65,983 | $65,983 |
| 893 UNITS EBAY INC COM | $59,385 | $59,385 |
| 80 UNITS EXPEDIA INC DEL COM NEW | $14,458 | $14,458 |
| 424 UNITS FOX CORP CL A COM | $15,646 | $15,646 |
| 1,058 UNITS GILEAD SCIENCES INC COM | $76,821 | $76,821 |
| 88 UNITS ILLUMINA INC COM | $33,479 | $33,479 |
| 3,651 UNITS INTEL CORP COM | $188,027 | $188,027 |
| 208 UNITS INTUIT COM | $133,790 | $133,790 |
| 219 UNITS INTUITIVE SURGICAL INC | $78,687 | $78,687 |
| 11,991 UNITS INVESCO QQQ TR UNIT SER 1 | $4,770,619 | $4,770,619 |
| 5,789 UNITS MICROSOFT CORP COM | $1,946,956 | $1,946,956 |
| 271 UNITS NETFLIX INC COM | $163,261 | $163,261 |
| 509 UNITS NORTONLIFELOCK INC COM | $13,224 | $13,224 |
| 96 UNITS O REILLY AUTOMOTIVE INC NEW COM | $67,798 | $67,798 |
| 3,548 UNITS ORACLE CORP COM | $309,421 | $309,421 |
| 248 UNITS PACCAR INC COM | $21,888 | $21,888 |
| 256 UNITS PAYCHEX INC COM | $34,944 | $34,944 |
| 905 UNITS PAYPAL HLDGS INC COM | $170,665 | $170,665 |
| 1,159 UNITS QUALCOMM INC COM | $211,946 | $211,946 |
| 326 UNITS ROSS STORES INC COM | $37,255 | $37,255 |
| 1,035 UNITS STARBUCKS CORP COM | $121,064 | $121,064 |
| 163 UNITS VERIZON COMMUNICATIONS COM | $8,469 | $8,469 |
| 140 UNITS VERTEX PHARMACEUTICALS INC COM | $30,744 | $30,744 |
| 118 UNITS CDK GLOBAL INC COM | $4,925 | $4,925 |
| 132 UNITS CITRIX SYS INC COM | $12,486 | $12,486 |
| 422 UNITS FASTENAL CO COM | $27,033 | $27,033 |
| 250 UNITS MATTEL INC COM | $5,390 | $5,390 |
| 299 UNITS NEWS CORP NEW CL A | $6,671 | $6,671 |
| 281 UNITS SEAGATE TECHNOLOGY PLC SHS | $31,747 | $31,747 |
| 51 UNITS STERICYCLE INC COM | $3,042 | $3,042 |
| 87.50 UNITS TRIPADVISOR INC COM | $2,385 | $2,385 |
| 293 UNITS VIATRIS INC COM | $3,964 | $3,964 |
| 87 UNITS WYNN RESORTS LTD COM | $7,398 | $7,398 |
| 940 UNITS ALTABA INC | $6,157 | $6,157 |
| 60 UNITS FIRST SOLAR INC COM | $5,230 | $5,230 |
| 130 UNITS ASTRAZENECA PLC | $15,061 | $15,061 |
| 1526 UNITS AMGEN INC COM | $343,304 | $343,304 |
| 10000 UNITS REGIONS FINANCIAL CORP NEW DEP SH PFD SER E | $254,000 | $254,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $317,209 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $317,209 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HERSHISER INCOME FUND IV LP | FMV | $84,429 | $84,429 |
| HERSHISER INCOME FUND V LP | FMV | $473,994 | $473,994 |
| GREATPOINT VENTURES INNOVATION FD II, LP | FMV | $937,217 | $937,217 |
| MULTIVERSE INVESTMENT FUND I, LP | FMV | $1,248,037 | $1,248,037 |
| WHITTIER INTERNATIONAL FUND A, L P | FMV | $3,914,220 | $3,914,220 |
| WHITTIER CORPORATE AMERICA FUND, LP | FMV | $53,955,915 | $53,955,915 |
| WHITTIER SMALL CAP FUND, LP | FMV | $10,012,179 | $10,012,179 |
| WHITTIER CORE FIXED INCOME FUND, LLC | FMV | $5,029,988 | $5,029,988 |
| ENIAC SELECT I, LP | FMV | $145,583 | $145,583 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $19,812 | $20,141 | $20,141 |
| ACCRUED INTEREST PURCHASED | $3,091 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $750 | $0 | $750 |
| MISCELLANEOUS | $942 | $0 | $942 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PARTNERSHIP - WHITTIER CORE FIXED INCOME FUND LLC | $0 | $109,750 | $0 |
| INCOME FROM PARTNERSHIP - GREATPOINT VENTURES INNOVATION FUND II, LP | $0 | -$13,079 | $0 |
| INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND IV, LP | $0 | -$1,538 | $0 |
| INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND V, LP | $0 | $3,729 | $0 |
| INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A | $0 | $53,982 | $0 |
| INCOME FROM PARTNERSHIP - MULTIVERSE INVESTMENT FUND I, LP | $0 | -$10,044 | $0 |
| INCOME FROM PARTNERSHIP - WHITTIER SMALL CAP FUND, LP | $0 | -$32,433 | $0 |
| INCOME FROM PARTNERSHIP - WHITTIER CORPORATE AMERICA FUND, LP | $0 | $203,515 | $0 |
| INCOME FROM PARTNERSHIP - ENIAC SELECT I, LP | $0 | -$6,998 | $0 |
| PARTNERSHIP INCOME | $15,465 | $15,465 | |
| OTHER INCOME | $11,683 | $11,683 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $18,613,641 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES | Desc |
| BOY Book Value | $623,981 | BOYBookValueAmt |
| EOY Book Value | $896,281 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $197,672 | $197,672 | $0 |
| PHILANTHROPIC SVCS FEES | $593,017 | $0 | $593,017 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $302,627 | $0 | $0 |
| FOREIGN TAX PAID | $47 | $47 | $0 |