FOUNDATION FOR GLOBAL SPORTS DEVELOPMENT: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR GLOBAL SPORTS DEVELOPMENT (EIN 95-4560243)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349104941
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T16:21:04-06:00 | 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 | 954560243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR GLOBAL SPORTS DEVELOPMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 2138302020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 S HOPE STREET FL 43 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELANIE ARMENTI | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 2138302020 | PhoneNum |
| Signature | 2022-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELANIE | PersonFirstNm |
| Person Last | ARMENTI | 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 | 2022-11-13 | 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 | $28,471,591 | 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 | $9,971,837 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31,301 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,301 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $31,301 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $216,041 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,041 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $216,041 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,411,147 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,823,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,411,147 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,411,147 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $59,918 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $59,918 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $19,690,244 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,658,489 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,718,407 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,010 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,010 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $820,322 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $820,322 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $232,095 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $232,095 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,146,766 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,146,766 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $72,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $36,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $196,757 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $171,370 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,387 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $36 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $36 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,354 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61,023 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $23 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $23,073 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,073 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $111,329 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $111,329 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,119,480 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,119,480 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,801,472 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $268,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $23 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,528,623 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,866,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,029,668 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,667,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $268,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $23 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,558,291 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,022,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,389,971 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,718,384 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,312,568 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,295,381 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,295,381 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,425,986 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,425,986 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,923,062 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,364,405 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,364,405 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,097,939 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,097,939 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,365 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $2,196 | LandBOYAmt |
| Land EOY | $2,365 | LandEOYAmt |
| Land EOYFMV | $2,365 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $285,515 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $285,515 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,237,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,471,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,471,591 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $504,070 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $310,261 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,008,422 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,855,422 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,512,492 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,165,683 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,725,334 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,305,908 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,725,334 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,305,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,237,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,471,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,725,334 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,022,752 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,748,086 | SubtotalAmt |
| Other Decreases | $5,442,178 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,305,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $18,376,360 | $9,412,008 | $8,964,352 | $8,964,352 |
| CAPITAL GAINS DISTRIBUTION | $446,795 | $446,795 | $446,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,411,147 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,411,147 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $130,521 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $130,521 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $130,521 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,066 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $90,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $170,066 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,545 | OverpaymentAmt |
| Applied To ES Tax | $39,545 | 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 | Yes (1) | 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 | GLOBALSPORTSDEVELOPMENT.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELANIE ARMENTI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2138302020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 333 SOUTH HOPE ST 43TH FL | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DR STEVEN UNGERLEIDER | ||||||||
| C/O 333 SOUTH HOPE ST 48TH FLOOR | LOS ANGELES | CA | 90071 | CHAIR OF THE BOARD, DIRECTOR, CEO | 35.00 | $0 | $0 | $0 |
| DAVID ULICH | ||||||||
| C/O 333 SOUTH HOPE ST 48TH FLOOR | LOS ANGELES | CA | 90071 | PRESIDENT, DIRECTOR | 25.00 | $14,010 | $0 | $0 |
| STEVE BAUM | ||||||||
| C/O 333 SOUTH HOPE ST 48TH FLOOR | LOS ANGELES | CA | 90071 | TREASURER, SECRETARY, DIRECTOR | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MELANIE ARMENTI | ||||||||
| 333 S HOPE STREET FL 48 | LOS ANGELES | CA | 90071 | CHIEF OPERATING OFFI | 60.00 | $340,000 | $9,200 | $0 |
| ISABEL CATHCART | ||||||||
| 333 S HOPE STREET FL 48 | LOS ANGELES | CA | 90071 | DIRECTOR OF OPERATIO | 40.00 | $180,000 | $6,000 | $0 |
| BROOKE BUMGARDNER | ||||||||
| 333 S HOPE STREET FL 48 | LOS ANGELES | CA | 90071 | VP OF COMMUNICATIONS | 40.00 | $120,000 | $3,600 | $0 |
| MEGAN HALICEK | ||||||||
| 333 S HOPE STREET FL 48 | LOS ANGELES | CA | 90071 | DIRECTOR OF PROGRAMS | 40.00 | $115,000 | $4,000 | $0 |
| KELLY HANSEN | ||||||||
| 333 S HOPE STREET FL 48 | LOS ANGELES | CA | 90071 | PROGRAM ASSISTANT | 40.00 | $63,000 | $2,070 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SHEPPARD MULLIN RICHTER & HAMPTON LLP | |||||
| 333 S HOPE ST 43RD FLOOR | LOS ANGELES | CA | 90071 | LEGAL | $4,490,261 |
| FUTURE HOUSE STUDIOS LLC | |||||
| 405 S 100 E 201 | PLEASANT GROVE | UT | 84062 | CONSULTING AND ANIMATION DEVELOPMENT ON DOCUMENTARY FILMS | $470,850 |
| CRUX ENTERTAINMENT | |||||
| 2870 HIGHLAND LOOP CIRCLE | WOODLAND | UT | 84036 | ASSOCIATE PRODUCER - PRODUCTION ON DOCUMENTARY FILMS | $305,675 |
| M&C MEDIA LLC | |||||
| 13313 DREW LANE | POTOMAC | MD | 20854 | CONSULTING ON DOCUMENTARY FILMS | $261,828 |
| FLETCHARTS | |||||
| 5631 SUNSET MEADOW CIR | HERRIMAN | UT | 84096 | CONSULTING AND ART DEVELOPMENT ON DOCUMENTARY FILMS | $180,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2018, THE FOUNDATION FORMED ANOTHER 501(C)(3) WHOLLY-OWNED SUBSIDIARY, SIDEWINDER FILMS III, LLC (SIDEWINDER FILMS III), WITH THE PURPOSE OF ENGAGING IN VARIOUS PROGRAMS IN FURTHERANCE OF THE FOUNDATION'S TAX-EXEMPT CHARITABLE MISSION, INCLUDING PRODUCING AN EDUCATIONAL FILM, WATERMAN. WATERMAN SHARES THE MOSTLY UNKNOWN STORY OF FIVE-TIME OLYMPIC MEDALIST DUKE KAHANAMOKU WHO SHATTERED RECORDS AND BROUGHT SURFING TO THE WORLD, ALL WHILE OVERCOMING RAMPANT RACISM IN A LIFETIME OF PERSONAL CHALLENGES. FEW OUTSIDE OF HAWAII KNOW THE DETAILS OF THIS INSPIRING STORY AND HIS CONSIDERABLE IMPACT TO SOCIETY WORLDWIDE. (CONITNUED ON STATEMENT 18) | Description1Txt |
| Expenses1 | $659,974 | Expenses1Amt |
| Description2 | IN 2015 THE FOUNDATION FORMED SIDEWINDER FILMS, LLC (SIDEWINDER FILMS), A 501(C)(3) WHOLLY-OWNED SUBSIDIARY, IN FURTHERANCE OF ITS TAX-EXEMPT PURPOSES AND CHARITABLE MISSION. SPORT IS MORE THAN SIMPLY A TYPE OF COMPETITION. SPORT HOLDS THE KEY TO UNLOCKING THE TRIUMPH OF HUMAN SPIRIT, MUTUAL UNDERSTANDING, AND COOPERATION AND RESPECT AMONG ALL PEOPLE. SIDEWINDER FILMS SEEKS TO BRING THESE POSITIVE MESSAGES OF SPORT TO PEOPLE THROUGH FILMS WHICH TOUCH LIVES, TELL REMARKABLE STORIES, AND CREATE A LASTING IMPACT. SIDEWINDER FILMS PRODUCED MUNICH '72 AND BEYOND, AN EMMY NOMINATED DOCUMENTARY THAT TAKES THE VIEWER ON AN EMOTIONAL JOURNEY FROM THE BEGINNING OF THE 1972 ATTACK TO PRESENT-DAY, WHERE FINALLY HEALING BEGINS TO BE WITNESSED AS A NEW MEMORIAL IS BEING BUILT IN MUNICH AT THE OLYMPIC PARK. IN 2017, SIDEWINDER FILMS BECAME THE SOLE MEMBER OF A NEWLY CREATED ENTITY, BED ONE, LLC, WHICH HAS THE PURPOSE TO ENGAGE IN THE DEVELOPMENT, PRODUCTION AND COMPLETION (CONTINUED ON STATEMENT 18) | Description2Txt |
| Expenses2 | $296,645 | Expenses2Amt |
| Description3 | IN FURTHERANCE OF THEIR MISSION, GSD RUNS A NUMBER OF AWARDS PROGRAMS THAT RECOGNIZE INDIVIDUALS WHOSE COMMITMENT TO SERVICE EXCEEDS THE NORM. GSD'S ATHLETES IN EXCELLENCE AWARD WAS CREATED TO RECOGNIZE ATHLETES WHO HAVE BEEN ROLE MODELS, LEADERS AND CHAMPIONS NOT JUST IN SPORT BUT IN USING SPORTS TO PROMOTE EDUCATION AND FAIR PLAY, AS WELL AS TO FIGHT THE USE OF DOPING SUBSTANCES, INJUSTICE AND INTOLERANCE. THE ATHLETES IN EXCELLENCE AWARD HONORS ATHLETES WHO USE THEIR ACHIEVEMENTS IN SPORT AS A CATALYST TO INSPIRE POSITIVE CHANGE. OUR ATHLETES IN EXCELLENCE RECIPIENTS ARE ACKNOWLEDGED FOR THEIR OUTSTANDING EFFORTS IN COMMUNITY OUTREACH, HUMANITARIANISM AND YOUTH MENTORSHIP. AS PART OF THE AWARD, RECIPIENTS WILL RECEIVE A $10,000 GRANT, ENABLING THEM TO PURSUE THEIR PASSIONS AND CREATE EVEN MORE POSITIVE CHANGE. SINCE 2010 AT, BEFORE, OR AFTER EACH OLYMPIC GAMES, THE HUMANITARIAN AWARD HAS BEEN PRESENTED TO INDIVIDUALS AND ORGANIZATIONS THAT HAVE STEPPED UP (CONTINUED ON STATEMENT 18) | Description3Txt |
| Expenses3 | $3,837 | Expenses3Amt |
| Description4 | IN 2020, THE FOUNDATION FORMED TWO ADDITIONAL 501(C)(3) WHOLLY-OWNED SUBSIDIARIES, SIDEWINDER FILMS V, LLC (SIDEWINDER FILMS V), AND SIDEWINDER FILMS VI, LLC (SIDEWINDER FILMS VI), WITH THE PURPOSE OF ENGAGING IN VARIOUS PROGRAMS IN FURTHERANCE OF THE FOUNDATION'S TAX-EXEMPT CHARITABLE PURPOSES, INCLUDING PRODUCING TWO ADDITIONAL EDUCATIONAL FILMS, TRIUMPH AND DISASTER: THE LIFE OF GOTTFRIED VON CRAMM (WORKING TITLE), AND RICK DEMONT: STOLEN GOLD (WORKING TITLE), WHICH WILL BE USED TO CARRY OUT SUCH CHARITABLE PURPOSES. TRIUMPH AND DISASTER: THE LIFE OF GOTTFRIED VON CRAMM WILL SHARE THE HEROIC STORY OF GOTTFRIED VON CRAMM, AN INTERNATIONAL TENNIS CHAMPION WHO CHALLENGES HITLER, SURVIVES A BRUTAL WAR AND FACES CONSEQUENCES FOR HIS SECRET LIFE. WITH COURAGE AND A STRONG SENSE OF FAMILY, HE FIGHTS TO REGAIN HIS HONOR BOTH ON THE TENNIS COURT AND OFF. RICK DEMONT: STOLEN GOLD TELLS THE STORY OF TEEN OLYMPIC SWIMMING SENSATION, RICK DEMONT, WHO HAS HIS GOLD (CONTINUED ON STATEMENT 18) | Description4Txt |
| Expenses4 | $2,365,654 | Expenses4Amt |
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 | $15,799,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,836,142 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,635,811 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,635,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $339,537 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,296,274 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,114,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,558,291 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,558,291 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,114,814 | CurrentYearAmt |
| Year1 | $767,684 | Year1Amt |
| Year2 | $951,398 | Year2Amt |
| Year3 | $1,362,958 | Year3Amt |
| Total | $4,196,854 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $947,592 | CurrentYearAmt |
| Year1 | $652,531 | Year1Amt |
| Year2 | $808,688 | Year2Amt |
| Year3 | $1,158,514 | Year3Amt |
| Total | $3,567,326 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,558,291 | CurrentYearAmt |
| Year1 | $7,969,752 | Year1Amt |
| Year2 | $8,607,474 | Year2Amt |
| Year3 | $8,792,229 | Year3Amt |
| Total | $34,927,746 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,029,668 | CurrentYearAmt |
| Year1 | $2,504,362 | Year1Amt |
| Year2 | $2,199,129 | Year2Amt |
| Year3 | $6,050,494 | Year3Amt |
| Total | $12,783,653 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,528,623 | CurrentYearAmt |
| Year1 | $5,465,390 | Year1Amt |
| Year2 | $6,408,345 | Year2Amt |
| Year3 | $2,741,735 | Year3Amt |
| Total | $22,144,093 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $743,209 | CurrentYearAmt |
| Year1 | $789,309 | Year1Amt |
| Year2 | $634,265 | Year2Amt |
| Year3 | $908,639 | Year3Amt |
| Total | $3,075,422 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KELLY HANSEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SOUTH HOPE STREET43RD FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5416839278 | RecipientPhoneNum |
| Recipient Email Address | KHANSEN@GLOBALSPORTSDEVELOPMENT.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | BRIEF INQUIRY LETTER AND GRANT PROPOSAL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL TENNIS FEDERATION (ITF) | ||||||||||
| BANK LANE ROEHAMPTON | LONDON | UK | NC | SEE EXPENDITURE RESPONSIBILITY - 2020 GRANT PLEDGE DUE - EMPOWERING FEMALE LEADERS | $62,500 | |||||
| LOS ANGELES SPORTS COUNCIL | ||||||||||
| PC | GOLD LEVEL SPONSORSHIP FOR LA SPORTS AWARDS. | $10,000 | 147 BAY STREET | SANTA MONICA | CA | 90405 | ||||
| NA KAMA KAI | ||||||||||
| PC | 2020 GRANT PLEDGE DUE - TO SUPPORT NKK'S WORK PROVIDING OCEAN-BASED ACTIVITIES (INCLUDING TRADINATIONAL POLYNESIAN NAVIGATION SKILLS) AND ENVIRONMENTAL EDUCATION FOR YOUTH. | $10,000 | PO BOX 1803 | WAIANAE | HI | 96792 | ||||
| CHILD USA | ||||||||||
| PC | 1ST INSTALLMENT OF 2021 "GAME OVER COMMISSION TO PROTECT YOUTH ATHLETES" GRANT TO DEVELOP WHITE PAPER WITH EVIDENCE-BASED RECOMMENDATIONS TO END CHILD SEX ABUSE. | $50,000 | 3535 MARKET STREET ROOM 671 | PHILADELPHIA | PA | 19104 | ||||
| HEART OF LOS ANGELES | ||||||||||
| PC | 2020 GRANT PLEDGE DUE - TO SUPPORT HOLA'S SHIFT OF THEIR "ATHLETICS PROGRAM" TO VIRTUAL PROGRAMMING DUE TO THE COVID-19 PANDEMIC, DEVELOPING CURRICULUM FOR ON-LINE CLASSES, AND EVENTUALLY LEADING ON-CAMPUS SKILLS DEVELOPMENT COURSES ONCE IT IS SAFE TO DO SO. | $10,000 | 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | ||||
| TRIDENT SWIM FOUNDATION | ||||||||||
| PC | 2020 GRANT PLEDGE DUE- TO SUPPORT TSF IN ESTABLISHING A NEW SWIMMER-SCHOLAR PROGRAM FOR AT-RISK STUDENTS OF FOUR CENTRAL LOS ANGELES SCHOOLS AT LAUSD'S MIGUEL CONTRERAS AQUATIC FACILITY. | $30,000 | 150 WEST 55TH STREET 8A | NEW YORK | NY | 10019 | ||||
| END WELL FOUNDATION | ||||||||||
| PC | 2020 GRANT PLEDGE DUE - TO SUPPORT END WELL FOUNDATION'S MISSION TO HUMANIZE THE END-OF-LIFE EXPERIENCE AND HELP FUND THEIR 2021 "END WELL SYMPOSIUM." | $250,000 | 1901 AVENUE OF THE STARS 16TH FLOOR | LOS ANGELES | CA | 90067 | ||||
| THE HEALDSBURG SCHOOL | ||||||||||
| PC | 2020 GRANT PLEDGE DUE - TO SUPPORT 2020 BRAVISSIMO PADDLE RAISE AND 2020 ANNUAL FUND. | $10,000 | 33H HEALDSBURG AVENUE | HEALDSBURG | CA | 95448 | ||||
| SOUTHERN CALIFORNIA COMMITTEE FOR OLYMPIC GAMES (SCCOG) | ||||||||||
| PC | 2020 GRANT PLEDGE DUE IN SUPPORT OF SCCOG'S 2020-2021 READY, SET, GOLD! YOUTH PROGRAMMING. | $80,000 | 145 BAY STREET UNIT 10 | SANTA MONICA | CA | 90405 | ||||
| THE ARMY OF SURVIVORS | ||||||||||
| PC | TO SUPPORT DEVELOPMENT AND IMPLEMENTATION OF THEIR COMPASSIONATE COACH PROGRAM. | $50,000 | 2549 JOLLY RD STE 340 | OKEMOS | MI | 48864 | ||||
| ANGEL CITY SPORTS | ||||||||||
| PC | 2020 CHARITABLE CONTRIBUTION PLEDGE TO ANGEL CITY SPORTS IN SUPPORT OF THEIR 2020 EVENING OF COURAGE | $10,000 | 2355 WESTWOOD BLVD 1139 | LOS ANGELES | CA | 90064 | ||||
| CHILD USA | ||||||||||
| PC | 2ND INSTALLMENT OF 2021 "GAME OVER COMMISSION TO PROTECT YOUTH ATHLETES" GRANT TO DEVELOP WHITE PAPER WITH EVIDENCE-BASED RECOMMENDATIONS TO END CHILD SEX ABUSE. | $50,000 | 3535 MARKET STREET ROOM 671 | PHILADELPHIA | PA | 19104 | ||||
| ARNE LJUNGQVIST ANTI-DOPING FOUNDATION | ||||||||||
| BILDHUGGARVGEN 5 | JOHANNESHOV | SW | NC | SEE EXPENDITURE RESPONSIBILITY - 2021 GRANT PLEDGE - CREATION OF ARNE LJUNGQVIST ANTI-DOPING PROFESSORSHIP AT KAROLINSKA INSTITUTE | $50,000 | |||||
| THE LIME FOUNDATION | ||||||||||
| PC | SUPPORT NEXTGEN TRADES ACADEMY | $10,000 | 3327 MCMAUDE PLACE | SANTA ROSA | CA | 95407 | ||||
| HEARTS AND HORSES | ||||||||||
| PC | SUPPORT OF 2021 VIRTUAL "LUCKY HEARTS" ANNUAL GALA | $6,000 | 163 N CR 29 | LOVELAND | CO | 80539 | ||||
| SCOPA HAS A DREAM | ||||||||||
| PC | TO SUPPORT GRANTEE'S LA COSECHA FUND AND THEIR 2021 AND 2020 EVENT OF THE HEART FUNDRAISERS. | $60,000 | DBA CORAZON HEALDSBURG PO BOX 1004 | HEALDSBURG | CA | 95448 | ||||
| DISABLED SPORTS EASTERN SIERRA | ||||||||||
| PC | TO SUPPORT GRANTEE'S PARALYMPIC DEVELOPMENT CAMPS | $10,000 | PO BOX 7275 | MAMMOTH LAKES | CA | 93546 | ||||
| THRIVING NOT SURVIVING INC | ||||||||||
| PC | TO SUPPORT GRANTEE'S CREATION OF A VICTIMS' ADVOCATE POSITION TO HELP SEXUALLY ASSAULTED TEENAGE ATHLETES ACCESS PSYCHOLOGICAL AND LEGAL RESOURCES TO AID RECOVERY AND FORGE A PATH TO THRIVING. | $10,000 | P O BOX 20435 | NEW YORK | NY | 10021 | ||||
| ANGEL CITY SPORTS | ||||||||||
| PC | TO SUPPORT 2021 EDUCATION SUMMER SERIES AND FUND VOLUNTEER BACKGROUND CHECKS FOR THE ACS SUMMER CLINICS AND ACS FALL GAMES | $15,000 | 2355 WESTWOOD BLVD 1139 | LOS ANGELES | CA | 90064 | ||||
| THE PLAY EQUITY FUND | ||||||||||
| PC | SILVER SPONSORSHIP OF THEIR 2021 LEGACY INVITATIONAL | $18,000 | 2141 WEST ADAMS BLVD | LOS ANGELES | CA | 90018 | ||||
| SCOPA HAS A DREAM | ||||||||||
| PC | SUPPORT OF THEIR 2021 EVENT OF THE HEART FUNDRAISER | $36,000 | DBA CORAZON HEALDSBURG PO BOX 1004 | HEALDSBURG | CA | 95448 | ||||
| OUTRIGGER DUKE KAHANAMOKU FOUNDATION | ||||||||||
| PC | CHAIN SUPPORT OF THEIR PROGRAMS FUTHERING THE EDUCATION OF HAWAII STUDENT-ATHLETES | $25,000 | PO BOX 160924 | HONOLULU | HI | 96816 | ||||
| NA KAMA KAI | ||||||||||
| PC | IN SUPPORT OF 2021 PAAKAI GALA KAIHOHONU | $5,000 | PO BOX 1803 | WAIANAE | HI | 96792 | ||||
| INTERNATIONAL SURFING ASSOCIATION | ||||||||||
| PC | TO SUPPORT ADAPTIVE SURFING INCLUDING PARA SURFING EQUIPMENT; ELITE COACHING AND CONTEST PREPARATION; ISA PARA SURFING CLASSIFICATION TRAINING AND ASSESSMENTS; AND SPONSORING THE 2021 ISA WORLD PARA SURFING CHAMPIONSHIP | $80,000 | 5580 LA JOLLA BLVD 145 | LA JOLLA | CA | 92037 | ||||
| OUTRIGGER DUKE KAHANAMOKU FOUNDATION | ||||||||||
| PC | IN SUPPORT OF THEIR SCHOLARSHIP AND GRANTS PROGRAMS FOR HAWAIIAN STUDENTS, TEAMS, AND EVENTS THAT PERSONIFY THE SPIRIT OF DUKE KAHANAMOKU | $25,000 | PO BOX 160924 | HONOLULU | HI | 96816 | ||||
| INTERNATIONAL TENNIS FEDERATION (ITF) | ||||||||||
| BANK LANE ROEHAMPTON | LONDON | UK | NC | SEE EXPENDITURE RESPONSIBILITY - 2021 GRANT PLEDGE DUE - ADVANTAGE ALL | $75,000 | |||||
| HEALTHCARE FOUNDATION | ||||||||||
| PC | TO HELP THE GRANTEE SUPPORT GRASSROOTS ORGANIZATIONS THAT PROVIDE VITAL HEALTH SERVICES TO UNDERSERVED COMMUNITIES, AND CREATE A HEALTHIER COMMUNITY FOR ALL | $25,000 | PO BOX 1025 | HEALDSBURG | CA | 95448 | ||||
| SOUTHERN CALIFORNIA COMMITTEE FOR OLYMPIC GAMES (SCCOG) | ||||||||||
| PC | IN SUPPORT OF SCCOG'S 2021-2022 READY, SET, GOLD! YOUTH PROGRAMMING. | $82,500 | 145 BAY STREET UNIT 10 | SANTA MONICA | CA | 90405 | ||||
| ANGEL CITY SPORTS | ||||||||||
| PC | TO ANGEL CITY SPORTS IN SUPPORT OF THEIR 2021 EVENING OF COURAGE | $5,000 | 2355 WESTWOOD BLVD 1139 | LOS ANGELES | CA | 90064 | ||||
| STUDENTS RUN LA | ||||||||||
| PC | TO SUPPORT SRLA'S STUDENT-PARTICIPANTS IN THEIR QUEST TO COMPLETE THE LOS ANGELES MARATHON EACH YEAR. | $22,000 | 5252 CREBS AVE AVENUE | TARZANA | CA | 91356 | ||||
| ROW LA | ||||||||||
| PC | TO SUPPORT THEIR LEVEL 1, 2, AND 3 ROWING PROGRAMS THAT MAKE ROWING ACCESSIBLE TO A WIDE RANGE OF PUBLIC-SCHOOL STUDENTS AND INCREASE DIVERSITY WITHIN THE SPORT. | $13,000 | 629 ALTA AVENUE | SANTA MONICA | CA | 90402 | ||||
| HEALTHCARE FOUNDATION | ||||||||||
| PC | TO HELP THE GRANTEE SUPPORT GRASSROOTS ORGANIZATIONS THAT PROVIDE VITAL HEALTH SERVICES TO UNDERSERVED COMMUNITIES, AND WORK TOWARDS ELIMINATING HEALTH INEQUITIES IN NORTHERN SONOMA COUNTY | $25,000 | PO BOX 1025 | HEALDSBURG | CA | 95448 | ||||
| OPERATION JUMP START | ||||||||||
| PC | TO SUPPORT THEIR "EXPOSURE TO A BROADER WORLD" PROGRAM DESIGNED TO INTRODUCE LOW INCOME INNER CITY CHILDREN TO SPORTING ACTIVITIES AND INCREASE INDIVIDUAL SELF CONFIDENCE THROUGH THE ACQUISITION OF NEW SKILLS. | $8,000 | 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | ||||
| NA KAMA KAI | ||||||||||
| PC | TO SUPPORT HLAU N KAMA KAI (N KAMA KAI SCHOOL)AN AFTER-SCHOOL AND WEEKEND PROGRAM DESIGNED TO TEACH LOCAL YOUTH THE FUNDAMENTALS OF OCEAN SPORTS AND CULTURE. | $20,000 | PO BOX 1803 | WAIANAE | HI | 96792 | ||||
| USICD | ||||||||||
| PC | CONTRIBUTION TO SUPPORT USICD'S 2021 ANNUAL GALA CELEBRATING INTERNATIONAL DAY OF PERSONS WITH DISABILITIES AND HONORING DISABILITY RIGHTS LEADERS WORLDWIDE. | $5,000 | 11 HOPE ROAD SUITE 111254 | STAFFORD | VA | 22554 | ||||
| AVALON HEALING CENTER | ||||||||||
| PC | TO SUPPORT THE BUILD-OUT AND OUTFITTING OF THE AVALON TRAINING INSTITUTE'S MULTIPURPOSE ROOM TO HOUSE EDUCATIONAL SESSIONS AROUND IDENTIFICATION AND PREVENTION OF ABUSE IN YOUTH SPORTS FOR COACHES, PARENTS, SUPPORT STAFF, LAW ENFORCEMENT AGENCIES, HEALTHCARE PROFESSIONALS, AND MEMBERS OF THE COMMUNITY. | $100,000 | 2727 2ND AVE STE 300 | DETROIT | MI | 48201 | ||||
| KIDS PLAY INTERNATIONAL | ||||||||||
| PC | TO SUPPORT KPI'S WORK IN RWANDA AND CAMBODIA PROMOTING GENDER EQUITY AND OLYMPIC VALUES THROUGH SPORTS | $30,000 | 1406 W MEADOW LOOP ROAD | PARK CITY | UT | 84098 | ||||
| TEAM PRIME TIME | ||||||||||
| PC | TO SUPPORT THE "PRIME TIME GAMES" AT SIXTEEN NEW MIDDLE SCHOOLS, GIVING LOW INCOME YOUTH (COACHES) AND STUDENTS WITH DISABILITIES (ATHLETES) THE CHANCE TO COMPETE IN A SCHOOL LEAGUE. | $15,000 | 3740 OVERLAND AVE SUITE F | LOS ANGELES | CA | 90034 | ||||
| CHILDHELP | ||||||||||
| PC | TO SUPPORT THE MERV GRIFFIN VILLAGE RANCH PROGRAM, A RESIDENTIAL TREATMENT PROGRAM FOR CHILDREN WHO HAVE EXPERIENCED ABUSE AND/OR NEGLECT | $15,000 | 6730 NORTH SCOTTSDALE ROAD SUITE | PHOENIX | AZ | 85253 | 150 | |||
| HEARTS AND HORSES | ||||||||||
| PC | TO SUPPORT THEIR CHANGING LEADS THERAPEUTIC RIDING PROGRAM FOR AT-RISK YOUTH | $17,000 | 163 N CR 29 | LOVELAND | CO | 80539 | ||||
| HEARTS AND HORSES | ||||||||||
| PC | TO SUPPORT THEIR THERAPEUTIC RIDING PROGRAM FOR VETERANS. | $17,000 | 163 N CR 29 | LOVELAND | CO | 80539 | ||||
| TAKING THE REINS | ||||||||||
| PC | TO SUPPORT THEIR THERAPEUTIC RIDING PROGRAM FOR AT-RISK GIRLS | $10,000 | 4842 GENTRY AVENUE | VALLEY VILLAGE | CA | 91607 | ||||
| CHALLENGED ATHLETES FOUNDATION | ||||||||||
| PC | TO SUPPORT THEIR HIGH SCHOOL ADAPTIVE SPORTS PROGRAM WITH THE COST OF ADAPTIVE SPORTS EQUIPMENT AND ACCESS TO COACHING FOR PARTICIPANTS | $25,000 | 9591 WAPLES ST | SAN DIEGO | CA | 92121 | ||||
| HEART OF LOS ANGELES | ||||||||||
| PC | TO SUPPORT THEIR ATHLETICS PROGRAM, WHICH SERVES MORE THAN 1,000 YOUTH ANNUALLY WHO OTHERWISE HAVE LIMITED OR NO ACCESS TO SPORTS OPPORTUNITIES AND SAFE PLACES TO PLAY. | $10,000 | 2701 WILSHIRE BVLD SUITE 100 | LOS ANGELES | CA | 90057 | ||||
| WORLD CURLING FEDERATION | ||||||||||
| 74 TAY STREET | PERTH | UK | NC | SEE EXPENDITURE RESPONSIBILITY - 2021 GRANT - OLYMPIC CELEBRATION TOUR | $13,651 | |||||
| CHILDHELP | ||||||||||
| PC | TO SUPPORT THE DEVELOPMENT OF A CO-BRANDED "THE FOUNDATION FOR GLOBAL SPORTS DEVELOPMENT (GSD) AND CHILDHELP ATHLETE-CENTERED ABUSE HOTLINE," TO SERVE FROM THE YOUNGEST SPORTS HOPEFULS IN CRISIS, TO COLLEGE ATHLETES, AND SURVIVORS NEEDING SUPPORT. | $100,000 | 6730 NORTH SCOTTSDALE ROAD SUITE | PHOENIX | AZ | 85253 | 150 | |||
| OUTRIGGER DUKE KAHANAMOKU FOUNDATION | ||||||||||
| PC | CHARITABLE CONTRIBUTION IN SUPPORT OF THEIR 2021 WATERMAN HALL OF FAME DINNER | $10,000 | PO BOX 160924 | HONOLULU | HI | 96816 | ||||
| LACER AFTERSCHOOL PROGRAMS | ||||||||||
| PC | TO SUPPORT SPORTSTARS AFTERSCHOOL PROGRAM, OFFERING A VARIETY OF FREE ORGANIZED SPORTS ACTIVITIES.IN ADDITION TO DEVELOPING SPORTS SKILLS, STUDENTS LEARN THE IMPORTANCE OF TEAMWORK, GOOD SPORTSMANSHIP, FAIR PLAY, AND A HEALTHY LIFESTYLE. | $10,000 | 1277 N WILCOX AVE SUITE 2 | LOS ANGELES | CA | 90038 | ||||
| THE LITTLE CHAPEL | ||||||||||
| PC | IN SUPPORT OF THE LITTLE CHAPEL | $5,000 | 6135 EAST MACDONALD DRIVE | PARADISE VALLEY | AZ | 85253 | ||||
| CAREER TECHNICAL EDUCATION (CTE) FOUNDATION | ||||||||||
| PC | TO DEVELOP AND IMPLEMENT A CULTURALLY APPROPRIATE LATINX LISTENING AND ENGAGEMENT OUTREACH CAMPAIGN TO PROMOTE AND IMPROVE THE PERCEPTION OF CAREER TECHNICAL EDUCATION (CTE) AS A HIGH-QUALITY, VIABLE PATHWAY TO A SUCCESSFUL FUTURE. | $25,000 | 1030 APOLLO WAY STE 200 | SANTA ROSA | CA | 95407 | ||||
| KANALU | ||||||||||
| PC | TO SUPPORT KANALU PROGRAMS THAT TEACH NATIVE HAWAIIAN SPORTS, THE OCEAN, AND OCEAN SAFETY AWARENESS | $30,000 | 47-718 AHUIMANU LOOP | KANEOHE | HI | 96744 | ||||
| EXCEPTIONAL YOUTH SCHOLARSHIP RECIP | ||||||||||
| I | EXCEPTIONAL YOUTH SCHOLARSHIP | $10,000 | ADDRESS AVAILABLE UPON REQUEST | WINDSOR | CA | 95492 | ||||
| EXCEPTIONAL YOUTH SCHOLARSHIP RECIP | ||||||||||
| I | EXCEPTIONAL YOUTH SCHOLARSHIP | $10,000 | ADDRESS AVAILABLE UPON REQUEST | JUPITER | FL | 33875 | ||||
| EXCEPTIONAL YOUTH SCHOLARSHIP RECIP | ||||||||||
| I | EXCEPTIONAL YOUTH SCHOLARSHIP | $10,000 | ADDRESS AVAILABLE UPON REQUEST | SANTA MONICA | CA | 90405 | ||||
| EXCEPTIONAL YOUTH SCHOLARSHIP RECIP | ||||||||||
| I | EXCEPTIONAL YOUTH SCHOLARSHIP | $10,000 | ADDRESS AVAILABLE UPON REQUEST | CANOGA PARK | CA | 91304 | ||||
| EXCEPTIONAL YOUTH SCHOLARSHIP RECIP | ||||||||||
| I | EXCEPTIONAL YOUTH SCHOLARSHIP | $10,000 | ADDRESS AVAILABLE UPON REQUEST | BOWIE | MD | 20720 | ||||
| EXCEPTIONAL YOUTH SCHOLARSHIP RECIP | ||||||||||
| I | EXCEPTIONAL YOUTH SCHOLARSHIP | $10,000 | ADDRESS AVAILABLE UPON REQUEST | MIAMI | FL | 33179 | ||||
| ATHLETES IN EXCELLENCE RECIPIENT 1 | ||||||||||
| I | ATHLETES IN EXCELLENCE AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | COLORADO SPRINGS | CO | 80907 | ||||
| ATHLETES IN EXCELLENCE RECIPIENT 2 | ||||||||||
| I | ATHLETES IN EXCELLENCE AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | HONOLULU | HI | 96816 | ||||
| ATHLETES IN EXCELLENCE RECIPIENT 3 | ||||||||||
| I | ATHLETES IN EXCELLENCE AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | SIMI VALLEY | CA | 93063 | ||||
| ATHLETES IN EXCELLENCE RECIPIENT 4 | ||||||||||
| I | ATHLETES IN EXCELLENCE AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | YUBA CITY | CA | 95991 | ||||
| ATHLETES IN EXCELLENCE RECIPIENT 5 | ||||||||||
| I | ATHLETES IN EXCELLENCE AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | FLINT | MI | 48507 | ||||
| ATHLETES IN EXCELLENCE RECIPIENT 6 | ||||||||||
| I | ATHLETES IN EXCELLENCE AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | VENICE | CA | 90291 | ||||
| ATHLETES IN EXCELLENCE RECIPIENT 7 | ||||||||||
| I | ATHLETES IN EXCELLENCE AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | COLORADO SPRINGS | CO | 80909 | ||||
| ATHLETES IN EXCELLENCE RECIPIENT 8 | ||||||||||
| I | ATHLETES IN EXCELLENCE AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | MIAMI | FL | 33155 | ||||
| ATHLETES IN EXCELLENCE RECIPIENT 9 | ||||||||||
| ADDRESS AVAILABLE UPON REQUEST | SEGHILL | UK | I | ATHLETES IN EXCELLENCE AWARD | $10,000 | |||||
| ATHLETES IN EXCELLENCE RECIPIENT 10 | ||||||||||
| ADDRESS AVAILABLE UPON REQUEST | LONDON | UK | I | ATHLETES IN EXCELLENCE AWARD | $10,000 | |||||
| BOOST 2021 RECIPENT 1 | ||||||||||
| I | BOOST 2021 AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | NASHVILLE | TN | 37216 | ||||
| BOOST 2021 RECIPENT 2 | ||||||||||
| I | BOOST 2021 AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | HEBRON | CT | 06248 | ||||
| BOOST 2021 RECIPENT 3 | ||||||||||
| I | BOOST 2021 AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | COLORADO SPRINGS | CO | 80910 | ||||
| BOOST 2021 RECIPENT 4 | ||||||||||
| I | BOOST 2021 AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | SALT LAKE CITY | UT | 84106 | ||||
| BOOST 2021 RECIPENT 5 | ||||||||||
| I | BOOST 2021 AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | SOUTHBURY | CT | 06488 | ||||
| BOOST 2021 RECIPENT 6 | ||||||||||
| I | BOOST 2021 AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | VAIL | CO | 81658 | ||||
| BOOST 2021 RECIPENT 7 | ||||||||||
| I | BOOST 2021 AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | WATERTOWN | MA | 02472 | ||||
| BOOST 2021 RECIPENT 8 | ||||||||||
| I | BOOST 2021 AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | PARK CITY | UT | 06248 | ||||
| BOOST 2021 RECIPENT 9 | ||||||||||
| I | BOOST 2021 AWARD | $10,000 | ADDRESS AVAILABLE UPON REQUEST | LARAMIE | WY | 84098 | ||||
| SPECIAL OLYMPICS | ||||||||||
| PC | IN SUPPORT OF THE SPECIAL OLYMPICS | $500 | 1133 19TH STREET NW | WASHINGTON | DC | 200363604 | ||||
| JUNIOR LEAGUE OF FORT COLLINS | ||||||||||
| PC | IN SUPPORT OF THE JUNIOR LEAGUE OF FORT COLLINS | $4,000 | 2900 S COLLEGE AVE SUITE B | FORT COLLINS | CO | 80525 | ||||
| UCLA FOUNDATION | ||||||||||
| PC | IN SUPPORT OF THE UCLA FOUNDATION | $2,500 | PO BOX 7145 | PASADENA | CA | 911099903 | ||||
| MALIBU FOUNDATION | ||||||||||
| PC | IN SUPPORT OF THE MALIBU FOUNDATION | $5,000 | 29169 HEATHERCLIFF ROAD SUITE 202 | MALIBU | CA | 90265 | ||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||
| PC | IN SUPPORT OF UNIVERSITY OF SOUTHERN CALIFORNIA | $30,000 | UNIVERSITY PARK CAMPUS 3551 | LOS ANGELES | CA | 90089 | TROUSDALE PARKWAY STE 160 | |||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||
| PC | IN SUPPORT OF UNIVERSITY OF SOUTHERN CALIFORNIA | $2,000 | UNIVERSITY PARK CAMPUS 3551 | LOS ANGELES | CA | 90089 | TROUSDALE PARKWAY STE 160 | |||
| HEARTS AND HORSES | ||||||||||
| PC | IN SUPPORT OF THE HEARTS AND HORSES ANNUAL FUNDRAISING GALA | $6,000 | 163 N CR 29 | LOVELAND | CO | 80539 | ||||
| WATER IS LIFE | ||||||||||
| PC | IN SUPPORT OF WATER IS LIFE | $5,000 | PO BOX 7481 | EDMOND | OK | 73083 | ||||
| CHILDREN'S HOSPITAL LA | ||||||||||
| PC | IN SUPPORT OF CHILDREN'S HOSPITAL LOS ANGELES | $2,500 | 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | ||||
| THE ALS ASSOCIATION | ||||||||||
| PC | IN SUPPORT OF THE ALS ASSOCIATION | $1,000 | 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | ||||
| WALLIS ANNENBERG FOUNDATION | ||||||||||
| PC | IN SUPPORT OF THE PET SPACE | $25,000 | 2000 AVENUE OF THE STARS SUITE | LOS ANGELES | CA | 90067 | 1000S | |||
| ANGEL CITY SPORTS | ||||||||||
| PC | IN SUPPORT OF THE ANGEL CITY SPORTS ANNUAL FUNDRAISING GALA | $5,000 | 2355 WESTWOOD BLVD 1139 | LOS ANGELES | CA | 90064 | ||||
| CLIMATE EMERGENCY FUND | ||||||||||
| PC | IN SUPPORT OF CLIMATE EMERGENCY FUND | $5,317 | 8383 WILSHIRE BLVD STE 400 | BEVERLY HILLS | CA | 90211 | ||||
| THE TREVOR PROJECT | ||||||||||
| PC | IN SUPPORT OF THE TREVOR PROJECT | $100 | PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | ||||
| BAGS OF LOVE | ||||||||||
| PC | IN SUPPORT OF BAGS OF LOVE | $100 | 658 S 57TH ST STE 83 | SPRINGFIELD | OR | 97478 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,029,668 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,301 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216,041 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,411,147 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| REFUNDS | 01 | $539 |
| FILM DISTRIBUTIONS | 01 | $4,000 |
| OTHER INCOME | 01 | $55,379 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,718,407 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,718,407 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DR STEVEN UNGERLEIDER | |||||||
| 1 | 333 S HOPE STREET 48TH FL | LOS ANGELES | CA | 90071 | $4,000,000 | Yes (X) | |
| DR STEVEN UNGERLEIDER | |||||||
| 2 | 333 S HOPE STREET 48TH FL | LOS ANGELES | CA | 90071 | $5,971,740 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $5,971,740 | FairMarketValueAmt |
| Received | 2021-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $72,250 | Amt |
| Net Investment Income | $36,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $36,125 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL TENNIS FEDERATION (ITF) | ||||||||||
| BANK LANE ROEHAMPTON | LONDON | UK | 2018-03-08 | $62,500 | TO SUPPORT THE INTERNATIONAL TENNIS FEDERATION'S EMPOWERING FEMALE LEADERS PROGRAM WHICH ENCOURAGES AND TRAINS FEMALES TO BECOME SPORT LEADERS WITHIN THEIR RESPECTIVE FIELDS OF EXPERTISE IN THEIR COUNTRY AND REGIONAL AREA. | $62,500 | NONE | 4/28/2021 | 2021-04-28 | |
| ARNE LJUNGQVIST ANTI-DOPING FOUNDATION | ||||||||||
| BILDHUGGARVGEN 5 | JOHANNESHOV | SW | 2021-05-28 | $50,000 | TO SUPPORT THE ARNE LJUNGQVIST ANTI-DOPING FOUNDATION'S CREATION OF THE PROFESSORSHIP IN ANTI-DOPING AT KAROLINSKA INSTITUTE. SWEDENS FIRST PROFESSORSHIP IN ANTI-DOPING WILL CONDUCT, DEVELOP, AND DISSEMINATE INTERDISCIPLINARY MEDICAL AND BEHAVIORAL SCIENCE RESEARCH TO ADDRESS THE GROWING PROBLEM OF DOPING AND EFFECT REGULATORY AND SOCIETAL CHANGE. | $50,000 | NONE | 8/31/2021 | 2021-08-31 | STOCKHOLM |
| INTERNATIONAL TENNIS FEDERATION (ITF) | ||||||||||
| BANK LANE ROEHAMPTON | LONDON | UK | 2020-12-14 | $75,000 | TO SUPPORT ITF'S GENDER EQUALITY STRATEGY "ADVANTAGE ALL" PROJECTS WHICH AIM TO EMPOWER, INSPIRE, AND ENABLE WOMEN AND GIRLS TO REACH THEIR FULL POTENTIAL AND BECOME LEADERS AND DECISION MAKERS IN SPORTS. | $75,000 | NONE | 11/16/2021 | 2021-11-16 | |
| WORLD CURLING FEDERATION | ||||||||||
| 74 TAY STREET | PERTH | UK | 2021-11-22 | $13,651 | TO SUPPORT THE 2021-2022 SEASON OF THE WORLD CURLING FEDERATIONS PROGRAM OLYMPIC CELEBRATION TOUR (OCT), A SERIES OF INSTRUCTIONAL TOURS WITH CURLING OLYMPIANS INTENDED TO PROMOTE CURLING WHILE PROVIDING YOUTH THE OPPORTUNITY TO LEARN ABOUT AND PARTICIPATE IN THE SPORT. | $13,651 | NONE | 9/20/2021 | 2021-09-20 | SCOTLAND |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IX-A, LINE 1 SUMMARY OF DIRECT CHARITABLE ACTIVITIES | FormAndLineReferenceDesc |
| Medium Explanation | ACTIVITY ONE- SIDWINDER FILMS III, LLC (CONTINUED)THE FILMS DESCRIBED IN THIS ACTIVITY ONE, AND LATER IN ACTIVITIES TWO AND FOUR, FURTHER THE FOUNDATION'S CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3), INCLUDING BUT NOT LIMITED TO USING SPORTS, DOCUMENTARY, AND NONFICTION FILMS AND OUTREACH PROGRAMS AS A VEHICLE TO EDUCATE YOUTH ON BROAD VALUES RELATED TO SPORTSMANSHIP, TEAMWORK, DRUG FREE SPORTS, FAIR PLAY, AND ACADEMIC ACHIEVEMENT, AS WELL AS UTILIZING A VARIETY OF RESOURCES TO PROVIDE EDUCATION ON PUBLIC HEALTH ISSUES[1] (THE "CHARITABLE PURPOSES") BECAUSE THEY ARE EDUCATIONAL FILMS WHICH ARE PRESENTED TO THE PUBLIC AND THEIR PRODUCTION PROVIDES AN EFFECTIVE MEANS FOR THE INCREASED DISSEMINATION AND ADVANCEMENT OF KNOWLEDGE ON GOOD SPORTSMANSHIP, FAIR PLAY, BULLING, AND ABUSE PREVENTIONALL OF WHICH ARE SUBJECTS OF CONCERN TO THE GENERAL PUBLIC. IN SUPPORT OF THE CHARITABILITY OF THESE ACTIVITIES, THE FOUNDATION MARKETS AND DISTRIBUTES THE CHARITABLE FILMS WIDELY TO ORGANIZATIONS TO REACH BROAD AUDIENCES AND HAS THEM SHOWN AT FILM FESTIVALS, UNIVERSITIES, SPORTING EVENTS, AND COMMUNITY TOWN HALLS ACROSS THE UNITED STATES AND AROUND THE WORLD.ACTIVITY TWO - SIDEWINDER FILMS, LLC (CONTINUED):OF A DOCUMENTARY MOTION PICTURE ENTITLED END GAME, AND WHICH PRODUCED AN EDUCATIONAL DOCUMENTARY BY THE SAME NAME THAT PREMIERED AT THE SUNDANCE FILM FESTIVAL IN 2018 AND HIGHLIGHTED ISSUES OF END OF LIFE PALLIATIVE CARE AND THE FILM WAS NOMINATED FOR AN ACADEMY AWARD. END GAME FOLLOWS TWO DOCTORS AND STAFF AS THEY TREAT TERMINALLY ILL PATIENTS FROM UCSF TO THE ZEN HOSPICE GUEST HOUSE, CAPTURING THEIR INTIMATE CONVERSATIONS WITH FAMILIES, DOCTORS, AND CAREGIVERS, AS THEY MAKE PERHAPS THE LAST AND MOST IMPORTANT CHOICES OF THEIR LIVES. END GAME PREMIERED AT SUNDANCE FILM FESTIVAL AND CAN NOW BE STREAMED ON NETFLIX. ACTIVITY THREE - (CONTINUED):AS LEADERS AND CHAMPIONS FOR SOCIAL, ECONOMIC, POLITICAL, OR ENVIRONMENTAL JUSTICE AND EQUALITY. THE AWARD HONORS THOSE WHO ACTIVELY FIGHT AGAINST INDIFFERENCE, INJUSTICE AND INTOLERANCE. IN 2018, WITH THE CURRENT CULTURE OF ABUSE WE HONORED GENERATIONS OF GYMNASTS WHO HAD BEEN SEXUALLY ABUSED BY THEIR COACHES AND STAFF. THESE INCREDIBLE ATHLETES CAME FORWARD AND PUT THEIR CAREERS, FAMILIES, AND PRIVACY AT RISK TO BLOW THE WHISTLE ON SEXUAL ASSAULT AND PREDATORY BEHAVIOR IN SPORT AROUND THE U.S. AND THE WORLD. THEY ARE TRUE CHAMPIONS OF THE OLYMPIC MOVEMENT, BRAVE SURVIVORS OF SEXUAL ABUSE, AND HEROES WHO STOODSTRONG AGAINST THE PREDATORS WHO ATTEMPTED TO STEP IN THE WAY OF THEIR DREAMS. WITH THEIR VOICES, THEY ARE CREATING A SAFE ENVIRONMENT FOR FUTURE GENERATIONS YOUNG ATHLETES.ACTIVITY FOUR - SIDEWINDER FILMS V, LLC AND SIDEWINDER FILMS VI (CONTINUED):MEDAL STRIPPED FOR AN APPARENT DRUG VIOLATION, AND HIS CHANCE FOR ANOTHER GOLD MEDAL ROBBED. BUT AFTER YEARS OF INVESTIGATION, THE EVIDENCE SHOWS THAT OFFICIALS MADE THE WRONG CALL. WITH NEVER-BEFORE-SEEN VIDEO AND A UNIQUE PRODUCTION STYLE, THIS SHORT DOCUMENTARY REVEALS THE DECADES-LONG EFFORT TO HELP DEMONT REGAIN HIS MEDAL AND RIGHTFUL PLACE IN SPORTS HISTORY, LED BY DAVID ULICH AND DR. STEVEN UNGERLEIDER. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (39 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4866.437 SHRS PRINCIPAL SPECTRUM PREFERRED AND CAPITAL SECURITIES | $50,270 | $50,270 |
| 4555.80 DOUBLELINE CORE FIXED INCOME FUND CLASS I | $49,840 | $49,840 |
| 4208.755 SHRS PIMCO INCOME FUND INSTITUTIONAL CLASS | $50,253 | $50,253 |
| 4732.806 SHRS CLIFFWATER CORPORATE LENDING FUND CLASS I | $50,168 | $50,168 |
| 250 SHRS ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF | $21,753 | $21,753 |
| 500 SHRS SSGA ACTIVE ETF TR SPDR BLACKSTONE SR LN ETF | $22,815 | $22,815 |
| 6075.334 SHRS VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | $50,000 | $50,000 |
| 45000 SHRS MITSUBISHI UFJ FINANCIAL GROUP INC 3.741% | $49,202 | $49,202 |
| 40000 SHRS BANK MONTREAL MTN 2.900% | $40,250 | $40,250 |
| 50000 SHRS BANK OF NOVA SCOTIA B C SR NT 1.3% | $49,732 | $49,732 |
| 21000 SHRS HSBC HOLDINGS PLC 0.976% | $20,750 | $20,750 |
| 45000 SHRS SHELL INTL FIN B V GTD NT 2.000% | $46,129 | $46,129 |
| 95000 SHRS ALLSTATE CORP SR NT 0.75% | $92,618 | $92,618 |
| 50000 SHRS AMERISOURCEBERGEN CORP SR NT 2.7000% | $50,573 | $50,573 |
| 45000 AMGEN INC SR NT 2.2% | $46,089 | $46,089 |
| 45000 SHRS BANK AMER CORP MEDIUM TERN SR NT SER N FIXED 3.974% | $49,612 | $49,612 |
| 45000 SHRS BROADCOM CORP / BROADCOM CAYMAN FIN LTD GTD FXD RT SR | $22,609 | $22,609 |
| 22000 SHRS BOEING CO SR NT 2.8000% | $48,821 | $48,821 |
| 45000 SHRS BUNGE LTD FIN CORP GTD FXD RT SR NT 3.25% | $47,492 | $47,492 |
| 18000 SHRS CITIGROUP INC SR NT FLTG RATE 1.193% | $18,161 | $18,161 |
| 90000 SHRS CITIGROUP INC SR NT FLTG RATE 1.257% | $90,899 | $90,899 |
| 50000 SHRS CONSTELLATION BRANDS INC 2.250% | $48,926 | $48,926 |
| 45000 SHRS DISCOVER FINL SVCS SR NT 3.850% | $46,186 | $46,186 |
| 20000 SHRS EBAY INC FXD RT SR NT 3.8000% | $20,056 | $20,056 |
| 50000 SHRS ENTERGY LA LLC 0.950% | $49,461 | $49,461 |
| 40000 SHRS GENERAL MTRS CO FXD RT SR NT 5.000% | $45,902 | $45,902 |
| 45000 SHRS HARRIS CORP DEL FXD RT SR NT 4.400% | $50,547 | $50,547 |
| 45000 SHRS HP INC NT 3.000% | $47,354 | $47,354 |
| 45000 SHRS JPMORGAN CHASE & CO FIXED TO FLTG RATE | $48,744 | $48,744 |
| 85000 SHRS LENNAR CORP GTD FXD RT SR NT 5.875% | $93,585 | $93,585 |
| 50000 SHRS MORGAN STANLEY FLTG RT GLOBAL NT SER 1.364% | $50,590 | $50,590 |
| 45000 SHRS NUCOR CORP NT 2.700% | $46,431 | $46,431 |
| 95000 SHRS NVIDIA CORP NT 1.55% | $94,318 | $94,318 |
| 50000 SHRS PIONEER NAT RES CO SR NT 1.125% | $48,585 | $48,585 |
| 45000 SHRS SIMON PPTY GROUP L P NT 2.45% | $45,349 | $45,349 |
| 45000 SHRS SOUTHERN CALIFORNIA EDISON CO 1ST RFDG MTG BD SER 3.500% | $46,661 | $46,661 |
| 50000 SHRS SOUTHWEST AIRLS CO NT 2.625% | $49,976 | $49,976 |
| 45000 SHRS STIFEL FINL CORP FXD RT SR NT 4.250% | $47,927 | $47,927 |
| 23148.089 SHRS VANGUARD SHORT TERM INVESTMENT GRADE FUND ADMIRAL | $249,305 | $249,305 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (170 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 850 SHRS INVESCO EXCHANGE TRADED FD TR II | $20,553 | $20,553 |
| 300 SHRS BCE INC COM NEW | $15,612 | $15,612 |
| 4095 SHRS ISHARES TR INTL SELECT DIVID ETF | $127,682 | $127,682 |
| 170 SHRS SEAGATE TECHNOLOGY HLDGS | $19,207 | $19,207 |
| 732 SWISS RE LTD SPONS | $18,139 | $18,139 |
| 1335 SHRS ISHARES INC EMERGING MARKETS DIVID ETF | $51,398 | $51,398 |
| 80 SHRS CROWN CASTLE INTL CORP NEW COM | $16,699 | $16,699 |
| 95 SHRS DIGITAL RLTY TR INC COM | $16,803 | $16,803 |
| 75 SHRS EXTRA SPACE STORAGE IN COM | $17,005 | $17,005 |
| 475 SHRS HEALTH PPTYS INC COM | $17,179 | $17,179 |
| 337 SHRS IRN MTN INC NEW COM | $17,635 | $17,635 |
| 90 SHRS SIMON PPTY GROUP INC NEW COM | $14,379 | $14,379 |
| 140 SHRS ABBVIE IN COM | $18,956 | $18,956 |
| 200 SHRS ALLIANCE BERNSTEIN HLDGS LP UNIT LTD PARTNERSHIP | $9,768 | $9,768 |
| 1677 SHRS AMCOR PLC REGISTERED SHS | $20,141 | $20,141 |
| 85 SHRS AMGEN INC | $19,122 | $19,122 |
| 250 SHRS APOLLO GLOBAL MGMT INC CL A COM | $18,108 | $18,108 |
| 98 SHRS APPLE INC | $17,402 | $17,402 |
| 82 SHRS AUTOMATIC DATA PROCESSING INC | $20,220 | $20,220 |
| 140 SHRS BLACKSTONE INC COM | $18,115 | $18,115 |
| 30 SHRS BROADCOM INC | $19,962 | $19,962 |
| 376 SHRS CARDINAL HEALTH INC COM | $19,360 | $19,360 |
| 192 CHEVRON CORP NEW COM | $22,531 | $22,531 |
| 307 SHRS CISCO SYSTEMS INC | $19,455 | $19,455 |
| 220 SHRS CITIGROUP INC COM NEW | $13,286 | $13,286 |
| 425 SHRS CITIZENS FINL GROUP INC | $20,081 | $20,081 |
| 317 SHRS COCA COLA COMPANY | $18,770 | $18,770 |
| 556 SHARES COHEN AND STEERS INFRASTRUCTURE FD INC | $15,846 | $15,846 |
| 182 CONSOLIDATED EDISON INC COM | $15,528 | $15,528 |
| 80 CUMMINS INC | $17,451 | $17,451 |
| 371 SHRS DOW INC COM | $21,043 | $21,043 |
| 147 SHRS DUKE ENERGY CORP NEW COM | $15,420 | $15,420 |
| 130 SHRS EATON CORPORATION | $22,467 | $22,467 |
| 231 EMERSON ELEC CO COM | $21,476 | $21,476 |
| 347 SHRS EXXON MOBIL CORP COM | $21,233 | $21,233 |
| 263 SHRS GENERAL MILLS INC COM | $17,721 | $17,721 |
| 1225 SHRS HEWLETT PACKARD ENTERPRISE CO | $19,318 | $19,318 |
| 56 SHRS HOME DEPOT INC COM | $23,241 | $23,241 |
| 104 SHRS HONEWELL INTL INC COM | $21,685 | $21,685 |
| 75 SHRS ILLINOIS TOOL WORKS INC COM | $18,510 | $18,510 |
| 153 SHRS INTERNATIONAL BUSINESS MACHS CORP COM | $20,450 | $20,450 |
| 110 SHRS JP MORGAN CHASE & CO COM | $17,419 | $17,419 |
| 128 SHRS KIMBERLY CLARK CORP COM | $18,294 | $18,294 |
| 1103 SHRS KINDER MORGAN INC DEL COM | $17,494 | $17,494 |
| 65 SHRS LOCKHEED MARKIN CORP COM | $23,102 | $23,102 |
| 231 SHRS LYONDELLBSELL INDUSTRIES N VORD SHS CL A | $21,305 | $21,305 |
| 76 SHRS MCDONALDS CORP | $20,373 | $20,373 |
| 224 SHRS MERCK & CO INC NEW COM | $17,167 | $17,167 |
| 55 SHRS MICROSOFT CORP COM | $18,498 | $18,498 |
| 220 SHRS MONDELEZ INTL INC CL A | $14,588 | $14,588 |
| 1492 SHRS NEW YOKR CMNTY BANCORP INC COM | $18,217 | $18,217 |
| 108 SHRS NIKE INC CL B | $18,000 | $18,000 |
| 213 SHRS IMNICOM GROUP INC COM | $15,607 | $15,607 |
| 296 SHRS ONEOK INC NEW COM | $17,393 | $17,393 |
| 147 SHRS PAYCHEX INC COM | $20,066 | $20,066 |
| 1010 SHRS PEOPLES FINL INC COM | $17,998 | $17,998 |
| 398 PFIZER INC COM | $23,502 | $23,502 |
| 88 SHRS PNC FINL SVCS GROUP INC COM | $17,646 | $17,646 |
| 102 SHRS PRICE T ROW GROUP INC COM | $20,057 | $20,057 |
| 110 SHRS PROCTER & GAMBLE CO COM | $17,994 | $17,994 |
| 115 SHRS QUALCOMM INC | $21,030 | $21,030 |
| 270 SHRS RAYTHEON TECHNOLOGIES CORP | $23,236 | $23,236 |
| 125 SHRS SEMPRA COM | $16,535 | $16,535 |
| 153 SHRS STARBUCKS CORP COM | $17,896 | $17,896 |
| 235 SHRS SYSCO CORP COM | $18,459 | $18,459 |
| 80 SHRS TARGET CORP COM | $18,515 | $18,515 |
| 92 SHRS TEXAS INSTRUMENTS INC | $17,339 | $17,339 |
| 92 SHRS UNION PAC CORP COM | $23,178 | $23,178 |
| 75 SHRS UNITED PARCEL SVC INC CL B | $16,076 | $16,076 |
| 344 SHRS US BANCORP DEL COM | $19,322 | $19,322 |
| 203 SHRS VF CORP COM | $14,864 | $14,864 |
| 306 SHRS VERIZON COMMUICATIONS INC COM | $15,900 | $15,900 |
| 352 SHRS WALGREENS BOOTS ALLIANCE INC COM | $18,360 | $18,360 |
| 72 SHRS WATSCO INC CL A | $22,527 | $22,527 |
| 952 SHRS WESTERN UN CO COM | $16,984 | $16,984 |
| 676 SHRS WILLIAMS COS INC COM | $17,603 | $17,603 |
| 68 SHRS 3M CO COM | $12,079 | $12,079 |
| 1130 SHRS OWL ROCK CAP CORP COM | $16,001 | $16,001 |
| 310 SHRS PORTLAND GEN ELEC CO COM NEW | $16,405 | $16,405 |
| 1904 SHRS PROSPECT CAP CORP COM | $16,013 | $16,013 |
| 10635.369 SHRS ARISTOTLE INTERNATIONAL EQUITY FUND CLASS I | $154,851 | $154,851 |
| 13804.939 SHRS JOHCM INTERNATIONAL SELECT FUND | $415,115 | $415,115 |
| 11180 SHRS VANGUARD INTL FD FTSE DEVELOPED MKTS ETF | $570,851 | $570,851 |
| 4764 SHRS ISHARES INC CORE MSCI EMERGING MKTS | $285,173 | $285,173 |
| 20807.78 SEAFARER OVERSEAS GROWTH AND INCOME FUND INSTITUTIONAL | $275,287 | $275,287 |
| 866 SHRS BOSTON PPTYS INC COM | $99,746 | $99,746 |
| 113 SHRS EQUINIX INC COM PAR $0 001 | $95,580 | $95,580 |
| 646 SHRS PROLOGIS INC COM | $108,761 | $108,761 |
| 153 SHRS ADOBE SYS INC COM | $86,760 | $86,760 |
| 88 SHRS ALPHABET INC CAP STK CL C | $254,636 | $254,636 |
| 83 SHRS AMAZON COM INC | $276,750 | $276,750 |
| 2500 SHRS APPLE INC COM | $443,925 | $443,925 |
| 1110 SHRS ARISTA NETWORK INC COM | $159,563 | $159,563 |
| 2923 SHRS BANK OF AMERICA CORPORATION COM | $130,044 | $130,044 |
| 252 SHRS BROADCOM INC COM | $167,683 | $167,683 |
| 69 SHRS CHIPOTLE MEXICAN GRILL INC COM | $120,629 | $120,629 |
| 493 SHRS CHUB LTD COM | $95,302 | $95,302 |
| 257 SHRS CINTAS CORP COM | $113,895 | $113,895 |
| 3022 SHRS CITIZENS FINL GROUP INC COM | $142,790 | $142,790 |
| 1565 SHRS COMCAST CORP CL A | $78,766 | $78,766 |
| 1220 SHRS D R HORTON INC COM | $132,309 | $132,309 |
| 418 SHRS DANAHER CORP COM | $137,526 | $137,526 |
| 880 SHRS DISNEY WALT COM DISNEY COM | $136,303 | $136,303 |
| 887.00 EATON CORPORATION PLC SHS | $153,291 | $153,291 |
| 1059 SHRS EDWARDS LIFE SCIENCES CORP COM | $137,193 | $137,193 |
| 362 SHRS ESTEE LAUDER COMPANIES INC CL A | $134,012 | $134,012 |
| 1142 SHRS FORTIVE CORP COM | $87,123 | $87,123 |
| 14499 SHRS HESS CORP COM | $110,971 | $110,971 |
| 300 SHRS HOME DEPOT INC COM | $124,503 | $124,503 |
| 154 SHRS IDEXX LABS INC COM | $101,403 | $101,403 |
| 283 SHRS INTUITIVE SURGICAL INC COM NEW | $101,682 | $101,682 |
| 392 SHRS JOHNSON & JOHNSON COM | $67,059 | $67,059 |
| 335 SHRS LINDE PLC SH | $116,054 | $116,054 |
| 273 SHRS LITHIA MTRS INC COM | $81,067 | $81,067 |
| 227 SHRS LOCKHEED MARTIN CORP COM | $80,678 | $80,678 |
| 1738 SHRS MARATHON PETE CORP COM | $111,215 | $111,215 |
| 1336 MERCK & CO INC NEW COM | $102,391 | $102,391 |
| 324 SHRS META PLATFORMS INC CL A | $108,977 | $108,977 |
| 5477 SHRS MICROSOFT CORP COM | $1,842,025 | $1,842,025 |
| 1277 SHRS MORGAN STANLEY COM NEW | $125,350 | $125,350 |
| 7100 SHRS NIKE INC CL B | $1,183,357 | $1,183,357 |
| 450 SHRS NVIDIA CORP COM | $132,350 | $132,350 |
| 492 SHRS PARKER HANNIFIN CORP COM | $156,515 | $156,515 |
| 522 SHRS PAYPAL HLDGS INC COM | $98,439 | $98,439 |
| 622 SHRS PEPSICO INC COM | $108,048 | $108,048 |
| 607 SHRS PIONEER NAT RES CO COM | $110,401 | $110,401 |
| 1008 SHRS PROGRESSIVE CORP OH COM | $103,471 | $103,471 |
| 204 SHRS ROPER TECHNOLOGIES INC COM | $100,339 | $100,339 |
| 1014 RPM INTL INC | $102,414 | $102,414 |
| 494 SHRS SALESFORCE.COM INC COM STOCK | $125,540 | $125,540 |
| 181 SHRS SERVICENOW INC COM | $117,489 | $117,489 |
| 1348 SHRS STIFEL FINL CORP COM | $94,926 | $94,926 |
| 185 SHRS SVB FINL GROUP COM | $125,474 | $125,474 |
| 9410 SHRS TERADYNE INC COM | $148,812 | $148,812 |
| 284 SHRS THERMO FISHER SCIENTIFIC INC COM | $189,496 | $189,496 |
| 1330 SHRS TJX COS INC NEW COM | $100,974 | $100,974 |
| 486 SHRS UNION PAC CORP COM | $122,438 | $122,438 |
| 339 SHRS UNITED HEALTH GROUP INC COM | $170,225 | $170,225 |
| 645 SHRS VISA INC COM CL A | $139,778 | $139,778 |
| 2224 SHRS WELLS FARGO & CO NEW COM | $106,708 | $106,708 |
| 2224 SHRS WYNDHAM HOTELS & RESORTS INC COM | $116,366 | $116,366 |
| 209 SHRS ZEBRA TECHNOLOGIES CORP CL A | $124,397 | $124,397 |
| 9380.863 SHRS CLIFFWATER CORPORATE LENDING FUND CLASS I | $99,437 | $99,437 |
| 2194 SHRS SSGA ACTIVE ETF TR SPDR BLACKSTONE SR LN ETF | $100,112 | $100,112 |
| 12150.668 SHRS VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | $100,000 | $100,000 |
| 3000 SHRS CITIGROUP INC COM | $181,170 | $181,170 |
| 1100 SHRS D R HORTON INC COM | $119,295 | $119,295 |
| 9800 SHRS GENERAL MOTORS INC COM | $574,574 | $574,574 |
| 1600 SHRS GOLDMAN SACHS GROUP INC COM | $612,080 | $612,080 |
| 1200 SHRS INTERNATIONAL PAPER CO COM | $56,376 | $56,376 |
| 5700 SHRS LENNAR CORP CL A | $662,112 | $662,112 |
| 2000 SHRS TOLL BROS INC | $144,780 | $144,780 |
| 2700 SHRS WHIRLPOOL CORP | $633,582 | $633,582 |
| 4833.501 SHRS ABERDEEN EMERGING MARKETS FUND | $83,330 | $83,330 |
| 4383.38 SHRS INVESCO OPPENHEIMER INTERNATIONAL GROWTH FUND | $199,050 | $199,050 |
| 8468.87 SHRS AMERICAN BEACON LARGE CAP VALUE | $236,536 | $236,536 |
| 10277.03 SHRS AMERICAN BEACON INTERNATIONAL | $195,469 | $195,469 |
| 23543 SHRS AMERICAN CENTURY DIVERSIFIED BOND | $258,267 | $258,267 |
| 7822.172 SHRS AMERICAN CENTURY EQUITY GROWTH FUND | $245,069 | $245,069 |
| 2711.993 SHRS ARITSAN SMALL CAP FUND INVESTOR CLASS | $113,633 | $113,633 |
| 8032.272 SHRS BAIRD SHORT TERM BOND FUND INVESTOR | $78,234 | $78,234 |
| 2862.256 SHRS CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CLASS I | $72,043 | $72,043 |
| 10264.485 SHRS EATON VANCE FLOATING RETURN FUND | $90,327 | $90,327 |
| 3970.696 SHRS GATEWAY FUND CLASS A | $161,607 | $161,607 |
| 22659.536 SHRS MAINSTAY WINSLOW LARGE CAP GROWTH FUND CLASS I | $304,317 | $304,317 |
| 5916.367 SHRS THE BERGER FUND CLASS A | $102,648 | $102,648 |
| 12031.753 SHRS PIMCO INTERNATIONAL BOND FUND (UNHEDGED) | $115,384 | $115,384 |
| 78.990 SHRS VICTORY SOPHUS EMERGING MARKETS FUND CLASS A | $1,791 | $1,791 |
| 4696.877 SHRS ALLSPRING SPECIAL MID CAP VALUE FUND INSTITUTIONAL CLASS | $237,332 | $237,332 |
| 12588.640 SHRS WESTERN ASSET TOTAL RETURN | $128,655 | $128,655 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,425,986 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,425,986 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES MANAGEMENT AND GENERAL | $350,000 | $0 | $0 | $350,000 |
| LEGAL FEES GSD PROGRAM SERVICES | $2,796,766 | $0 | $0 | $2,796,766 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITALIZED CHARITABLE FILM DEVELOPMENT COSTS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $285,515 | EOYBookValueAmt |
| EOYFMV | $285,515 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $5,442,178 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $123,630 | $0 | $0 | $123,630 |
| BANK CHARGES | $3,361 | $0 | $0 | $3,361 |
| DUES AND FEES | $20,144 | $0 | $0 | $20,144 |
| GSD PROGRAM EXPENSES | $3,837 | $0 | $0 | $3,837 |
| INSURANCE | $48,779 | $0 | $0 | $48,779 |
| LICENSES | $298,059 | $0 | $0 | $298,059 |
| MISCELLANEOUS | $56,164 | $0 | $0 | $56,164 |
| OFFICE EXPENSE | $5,763 | $0 | $0 | $5,763 |
| POSTAGE AND SHIPPING | $6,177 | $0 | $0 | $6,177 |
| SIDEWINDER FILM | $258,402 | $0 | $0 | $258,402 |
| SIDEWINDER II FILM | $1,200 | $0 | $0 | $1,200 |
| SIDEWINDER III FILM | $207,927 | $0 | $0 | $207,927 |
| SIDEWINDER V FILM | $754,744 | $0 | $0 | $754,744 |
| SIDEWINDER VI FILM | $1,278,421 | $0 | $0 | $1,278,421 |
| STORAGE EXPENSE | $4,870 | $0 | $0 | $4,870 |
| SURVIVOR NETWORK LLC | $4,765 | $0 | $0 | $4,765 |
| TECHNOLOGY | $35,466 | $0 | $0 | $35,466 |
| WORKING MEALS | $3,335 | $0 | $0 | $3,335 |
| PRINTING | $4,436 | $0 | $0 | $4,436 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| REFUNDS | $539 | $539 |
| FILM DISTRIBUTIONS | $4,000 | $4,000 |
| OTHER INCOME | $55,379 | $55,379 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $14,000 | $0 | $0 | $14,000 |
| CONTRACT SERVICES | $11,387 | $0 | $0 | $11,387 |
| INVESTMENT EXPENSE | $171,370 | $171,370 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAX FRANCHISE TAX | $4,262 | $0 | $0 | $0 |
| FOREIGN TAX WITHHOLDING | $23 | $23 | $23 | $0 |
| FILING FEE AND OTHER | $69 | $0 | $0 | $0 |
| EXCISE TAX | $61,000 | $61,000 | $0 | $0 |