JMM CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: JMM CHARITABLE FOUNDATION INC (EIN 20-4679694)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-15
IRS object ID: 202243199349109814
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
Investments Other Schedule2
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T18:09:53-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	134008324	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PRICEWATERHOUSECOOPERS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	601 S FIGUEROA STREET	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	204679694	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JMM CHARITABLE FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JMMC	BusinessNameControlTxt
Phone	9735334120	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5200 WEST CENTURY BLVD	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90045	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHIRLEY WANG	PersonNm
Person Title	SECRETARY	PersonTitleTxt
Phone	9735334120	PhoneNum
Signature	2022-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SHIRLEY	PersonFirstNm
Person Last	WANG	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHAN CHANG FONG	PreparerPersonNm
PTIN	P00370716	PTIN
Phone	2133566000	PhoneNum
Preparation	2022-11-15	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	$120,324,567	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	$75,000,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$1,758,102	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,796,366	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,075,267	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,386,005	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,386,005	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$60,463	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$79,833,369	TotalRevAndExpnssAmt
Total Net Invst Incm	$5,242,834	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	$67,213	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$60,493	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$6,722	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$211,198	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$258,543	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$66,598	InterestRevAndExpnssAmt
Interest Net Invst Incm	$5,904	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$50,322	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$600	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$395,331	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$325,540	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$6,722	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$192,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,832,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$587,831	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$325,540	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,839,222	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$79,245,538	ExcessRevenueOverExpensesAmt
Net Investment Income	$4,917,294	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$10,742,136	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$51,954,297	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$51,954,297	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$32,850,595	OtherInvestmentsBOYAmt
Other Investments EOY	$68,370,270	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$68,370,270	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$43,592,731	TotalAssetsBOYAmt
Total Assets EOY	$120,324,567	TotalAssetsEOYAmt
Total Assets EOYFMV	$120,324,567	TotalAssetsEOYFMVAmt
Grants Payable BOY	$9,737,104	GrantsPayableBOYAmt
Grants Payable EOY	$7,163,702	GrantsPayableEOYAmt
Other Liabilities BOY	$24,829	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$84,529	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$9,761,933	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$7,248,231	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$33,830,798	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$113,076,336	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$33,830,798	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$113,076,336	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$43,592,731	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$120,324,567	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$33,830,798	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$79,245,538	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$113,076,336	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$113,076,336	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2020-01-01	AcquiredDt
Sold	2021-12-31	SoldDt
Gross Sales Price	$3,386,005	GrossSalesPriceAmt
Gain Or Loss	$3,386,005	GainOrLossAmt
Gains Minus Excess Or Losses	$3,386,005	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,386,005	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$68,350	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$68,350	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$68,350	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$20,090	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$50,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$70,090	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,740	OverpaymentAmt
Applied To ES Tax	$1,740	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	SHIRLEY W WANG	IndividualWithBooksNm
Phone	3104784148	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5200 WEST CENTURY BLVD	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90077	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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
WALTER W WANG
1421 STONE CANYON ROAD	LOS ANGELES	CA	90077	PRESIDENT	1.00	$0	$0	$0
SHIRLEY W WANG
1421 STONE CANYON ROAD	LOS ANGELES	CA	90077	DIRECTOR	1.00	$0	$0	$0
JOHN MAI THRU 123118
5200 W CENTURY BLVD	LOS ANGELES	CA	90045	SECRETARY/TREASURER	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
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	$42,468,477	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,926,126	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,043,235	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$48,437,838	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$48,437,838	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$726,568	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$47,711,270	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,385,564	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,385,564	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$68,350	TaxBasedOnInvestmentIncomeAmt
Total Tax	$68,350	TotalTaxAmt
Distributable Before Adj	$2,317,214	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,317,214	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,317,214	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,839,222	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$2,839,222	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,317,214	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$143,348	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$838,879	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$982,227	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,839,222	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,317,214	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$522,008	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,504,235	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,504,235	ExcessDistriCyovToNextYrAmt
Excess From Year2	$143,348	ExcessFromYear2Amt
Excess From Year1	$838,879	ExcessFromYear1Amt
Excess From Current Year	$522,008	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	WALTER W WANG	ContributingManagerNm
Contributing Manager	SHIRLEY W WANG	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COLUMBIA UNIVERSITY
615 WEST 131ST STREET MC 8741	NEW YORK	NY	10027	NONE	PC	TO SUPPORT EDUCATION	$30,000
UCLA FOUNDATION
10889 WILSHIRE BLVD STE 1500	LOS ANGELES	CA	90024	NONE	PC	TO SUPPORT DR. BRIAN SHUCH AND RESEARCH FUND - DR. SHUCH (64439C)	$500,000
COLUMBIA UNIVERSITY
615 WEST 131ST STREET MC 8741	NEW YORK	NY	10027	NONE	PC	FOR MAINTANANCE FUND AND FOR DESIGN RENOVATION AND MAINTENANCE	$2,000,000
UCLA FOUNDATION
10889 WILSHIRE BLVD STE 1500	LOS ANGELES	CA	90024	NONE	PC	UROLOGY RESEARCH FUND - DR. SHUCH	$100,000
HARVARD WESTLAKE
3700 COLDWATER CANYON	STUDIO CITY	CA	91604	NONE	PC	GENERAL SUPPORT	$40,000
US OLYMPIC AND PARAOLYMPIC FOUNDATION
1 OLYMPIC PLAZA	COLORADO SPRINGS	CO	80909	NONE	PC	GENERAL SUPPORT	$125,000
ASIAN PACIFIC FUND
1145 WILSHIRE BLVD 105	LOS ANGELES	CA	90017	NONE	PC	GENERAL SUPPORT	$5,000
THE ASIA SOCIETY
633 W 5TH ST 3230	LOS ANGELES	CA	90071	NONE	PC	GENERAL SUPPORT	$30,000
OJAI PLAYWRIGHTS CONFERENCE
PO BOX 1288	OJAI	CA	93024	NONE	PC	GENERAL SUPPORT	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,832,500	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	$1,758,102	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,075,267	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$4,833,369	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$4,833,369	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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JM MANUFACTURING COMPANY INC	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	5200 W CENTURY BLVD 10TH FL	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90045	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$75,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$67,213	Amt
Net Investment Income	$60,493	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$6,722	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
FD_MUTUAL FUNDS/BONDS/STOCK/ETP	AT COST	$19,590,727	$19,590,727
GOLDMAN_ALTERNATIVE INVESTMENTS	AT COST	$496,677	$496,677
ML #4626_INVESTMENTS	AT COST	$3,731,415	$3,731,415
ML #4628_MUTUAL FUNDS	AT COST	$16,215,971	$16,215,971
ML #4629_MUTUAL FUNDS	AT COST	$25,401,954	$25,401,954
MS #9498_ALTERNATIVE INVESTMENT	AT COST	$850,626	$850,626
MS #9500_ALTERNATIVE INVESTMENT	AT COST	$25,018	$25,018
SSC PARTNERS II-B LP	AT COST	$133,304	$133,304
BANNER RIDGE SECONDARY	AT COST	$203,947	$203,947
RREF IV PROPERTY DOMESTIC	AT COST	$270,605	$270,605
FPA WHITEHAWK III ONSHORE	AT COST	$450,026	$450,026
WOODMONT INVESTMENT LTD	AT COST	$1,000,000	$1,000,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$0	RevenueAndExpensesPerBooksAmt
Net Investment Income	$60,463	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
DEFERRED SECTION 4940 EXCISE TAX	$24,829	$64,829
ACCRUED EXPENSE	$0	$19,700

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$211,198	Amt
Net Investment Income	$258,543	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECTION 4940 EXCISE TAX EXPENSE	$49,822	$0	$0
FOREIGN TAXES	$500	$600	$0