NEALE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NEALE FAMILY FOUNDATION (EIN 95-4350525)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-13
- IRS object ID
- 202233179349101013
- 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 Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-13T13:26:10-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300006708 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEMAN CPA GROUP APC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20520 BLAIRMOORE STREET | AddressLine1Txt |
| City | CHATSWORTH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91311 | 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 | 954350525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEALE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEAL | BusinessNameControlTxt |
| Phone | 3103003070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2536 BEVERLY AVENUE | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 904053719 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE NEALE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3103103519 | PhoneNum |
| Signature | 2022-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LESLIE | PersonFirstNm |
| Person Last | NEALE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN FREEMAN | PreparerPersonNm |
| PTIN | P00179437 | PTIN |
| Phone | 8187181983 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $386,337 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $188,532 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,530 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,174 | 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 | $3,690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,690 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $216 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $216 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,214 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,214 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,120 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,054 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,299 | CashBOYAmt |
| Cash EOY | $29,704 | CashEOYAmt |
| Cash EOYFMV | $29,704 | CashEOYFMVAmt |
| Other Investments BOY | $341,984 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $356,633 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $356,633 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $382,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $386,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $386,337 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $399,679 | CapitalStockBOYAmt |
| Capital Stock EOY | $382,283 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$17,396 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,054 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $382,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $386,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $382,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $386,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $382,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $386,337 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $386,337 | 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 |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH #04585 | 2021-02-01 | 2021-12-31 | $55,721 | $50,885 | $4,836 | $4,836 | |
| MERRILL LYNCH #04585 | 2020-02-01 | 2021-12-31 | $43,883 | $39,810 | $4,073 | $4,073 | |
| MERRILL LYNCH #04584 | 2021-02-01 | 2021-12-31 | $45,718 | $45,119 | $599 | $599 | |
| MERRILL LYNCH #04584 | 2020-02-01 | 2021-12-31 | $41,902 | $32,765 | $9,137 | $9,137 | |
| MERRILL LYNCH #04584 | 2021-02-01 | 2021-12-31 | $432 | $423 | $9 | $9 | |
| CAPITAL GAINS DIVIDENDS | $876 | $876 | $876 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,530 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $334 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $334 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $334 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $334 | TaxDueAmt |
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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN H FREEMAN | IndividualWithBooksNm |
| Phone | 8187181983 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20520 BLAIRMOORE STREET | AddressLine1Txt |
| City | CHATSWORTH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91311 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE NEALE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2536 BEVERLY AVENUE | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 904053719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $385,247 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $421,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $421,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,324 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $415,245 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $334 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $334 | TotalTaxAmt |
| Distributable Before Adj | $20,428 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,428 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,428 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,185 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Total For Prior Years | $1,991 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,185 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,815 | 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 | $1,991 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $1,991 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $16,613 | 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) |
|---|---|---|
| Contributing Manager | LESLIE NEALE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUSTIN STREET CENTER | ||||||
| 1717 JEFFRIES STREET | DALLAS | TX | 75226 | PC | AUSTIN STREET CENTER AND ITS TEAM OF DEDICATED SERVANT LEADERS TRANSFORMS LIVES WITH INNOVATIVE PROGRAMS AND INDIVIDUALIZED PLANS THAT #HELPTHEMHOME THROUGH PERMANENT HOUSING SOLUTIONS | $250 |
| CLIMATE REALITY PROJECT | ||||||
| 555 11TH STREET NW STE 601 | WASHINGTON | DC | 20004 | PC | TO CATALYZE A GLOBAL SOLUTION TO THE CLIMATE CRISIS BY MAKING URGENT ACTION A NECESSITY ACROSS EVERY SECTOR OF SOCIETY | $1,000 |
| COMMONWEAL | ||||||
| PO BOX 316 | BOLINAS | CA | 94924 | PC | COMMONWEAL INCUBATES AND SUPPORTS MORE THAN 40 DIFFERENT PROGRAMS INCLUDING PROGRAMS IN CANCER, HEALTH PROFESSIONAL EDUCATION, ENVIRONMENTAL HEALTH, SOCIAL JUSTICE, HEALING ARTS, ART EDUCATION, YOGA, PERMACULTURE GARDENING, AND JUVENILE JUSTICE | $1,000 |
| COMMUNITY PARTNERS CENTER | ||||||
| 2506 NORTH BROAD STREET | COLMAR | PA | 18915 | PC | THE COMMUNITY PARTNERS CENTER SEEKS TO PROVIDE A PROFESSIONAL OFFICE SPACE ENVIRONMENT WHERE ITS TENANTS AND GUESTS ARE ENCOURAGED TO COLLABORATE, EXPLORE AND DEVELOP SYNERGIES AMONG THEMSELVES AND OTHER COMMUNITY BUSINESSES AND ORGANIZATIONS THAT SUPPORT THEIR SUCCESS IN PROVIDING THE HIGHEST CALIBER OF PROGRAMS AND SERVICES IN THE MOST COST-EFFECTIVE MANNER POSSIBLE | $500 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PC | ENVIRONMENTAL DEFENSE FUND'S MISSION IS TO PRESERVE THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS. GUIDED BY SCIENCE AND ECONOMICS, WE FIND PRACTICAL AND LASTING SOLUTIONS TO THE MOST SERIOUS ENVIRONMENTAL PROBLEMS. | $1,000 |
| FEEDING TEXAS | ||||||
| 9300 S IH 35 SUITE A500-518 | AUSTIN | TX | 78748 | PC | TO ENSURE ADEQUATE NUTRITIOUS FOOD FOR ALL TEXANS, IMPROVE THE HEALTH AND FINANCIAL STABILITY OF THE COMMUNITIES WE SERVE, AND ENGAGE ALL STAKEHOLDERS IN ADVOCATING FOR HUNGER SOLUTIONS | $250 |
| HOMEBOY INDUSTRIES | ||||||
| 130 BRUNO ST | LOS ANGELES | CA | 90012 | PC | PROVIDE TRAINING AND SUPPORT TO FORMERLY GANG-INVOLVED AND PREVIOUSLY INCARCERATED PEOPLE, ALLOWING THEM TO REDIRECT THEIR LIVES AND BECOME CONTRIBUTING MEMBERS OF OUR COMMUNITY | $500 |
| THE JANE GOODALL INSTITUTE | ||||||
| 1120 20TH ST NW 520S | WASHINGTON | DC | 20036 | PC | THE JANE GOODALL INSTITUTE PROMOTES UNDERSTANDING AND PROTECTION OF GREAT APES AND THEIR HABITAT AND BUILDS ON THE LEGACY OF DR. JANE GOODALL, THE FOUNDER, TO INSPIRE INDIVIDUAL ACTION BY YOUNG PEOPLE OF ALL AGES TO HELP ANIMALS, OTHER PEOPLE AND TO PROTECT THE WORLD WE ALL SHARE | $1,500 |
| LA FOOD BANK | ||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | PC | FIGHT HUNGER AND GIVE HOPE TO PEOPLE IN NEED WHO DON'T HAVE ACCESS TO HEALTHY AND NUTRITIOUS FOOD | $1,000 |
| LA FOOD BANK | ||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | PC | FIGHT HUNGER AND GIVE HOPE TO PEOPLE IN NEED WHO DON'T HAVE ACCESS TO HEALTHY AND NUTRITIOUS FOOD | $1,000 |
| LOS ANGELES CENTER OF PHOTOGRAPHY | ||||||
| 5566 W WASHINGTON BLVD | LOS ANGELES | CA | 90016 | PC | TO BUILD A COMMUNITY OF DEDICATED PHOTOGRAPHERS AND TO STRENGTHEN THE IMPORTANCE OF PHOTOGRAPHY AS AN ART FORM | $1,000 |
| LOS ANGELES MISSION | ||||||
| 13356 ELDRIDGE AVE | SYLMAR | CA | 91342 | PC | PROVIDES HELP, HOPE AND OPPORTUNITY TO MEN, WOMEN AND CHILDREN IN NEED. THE VISION IS TO SEE INDIVIDUALS AND FAMILIES SET FREE FROM ADDICTIONS AND HOMELESSNESS, TRANSFORMED BY GOD TO BECOME PHYSICALLY AND SPIRITUALLY HEALTHY | $1,000 |
| MARSHALL PROJECT | ||||||
| 156 WEST 56TH STREET 701 | NEW YORK | NY | 10019 | PC | NONPARTISAN, NONPROFIT NEWS ORGANIZATION THAT SEEKS TO CREATE AND SUSTAIN A SENSE OF NATIONAL URGENCY ABOUT THE U.S. CRIMINAL JUSTICE SYSTEM | $500 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | NRDC WORKS TO SAFEGUARD THE EARTH--ITS PEOPLE, ITS PLANTS AND ANIMALS, AND THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | NRDC WORKS TO SAFEGUARD THE EARTH--ITS PEOPLE, ITS PLANTS AND ANIMALS, AND THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS | $5,000 |
| SMC FOUNDATION SANTA MONICA COLLEGE | ||||||
| 1516 PICO BOULEVARD 2ND FLOOR | SANTA MONICA | CA | 90405 | PC | PROMOTE, FOSTER AND HELP PROVIDE SCIENTIFIC, LITERARY, EDUCATIONAL AND RECREATIONAL PROGRAMS AND FACILITIES AT SANTA MONICA COLLEGE | $1,000 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | COMBATS HATE, INTOLERANCE AND DISCRIMINATION THROUGH EDUCATION AND LITIGATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,174 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,174 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,690 | Amt |
| Net Investment Income | $3,690 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS, STOCKS, AND PARTNERSHIP INTERESTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $356,633 | BookValueAmt |
| EOYFMV | $356,633 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $4,214 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,214 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $130 | $130 | $0 |
| FEDERAL TAXES | $86 | $86 | $0 |