ALFRED E MANN CHARITIES INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALFRED E MANN CHARITIES INC (EIN 46-3543296)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2021-02-05
- IRS object ID
- 202130369349100403
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-05T11:37:26-06:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 W OLYMPIC BLVD 11TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463543296 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFRED E MANN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANOOSHEH BOSTANI | InCareOfNm |
| Business Name Control | ALFR | BusinessNameControlTxt |
| Phone | 3105661900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 W OLYMPIC BLVD 11TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL S DREYER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105661900 | PhoneNum |
| Signature | 2021-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00002084 | PTIN |
| Phone | 3105661900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,549,435 | 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 | $15,000,025 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,532,584 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,452,786 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $303,413 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $421,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $303,413 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $55 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $30,836,077 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,756,199 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,240 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,120 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,120 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,138 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,137 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,837 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,837 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $129,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $117,710 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,290 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166,352 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,805 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,547 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,846,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,846,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,012,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,805 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,868,847 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,823,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,612,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $235,647 | CashBOYAmt |
| Cash EOY | $1,280,521 | CashEOYAmt |
| Cash EOYFMV | $1,280,521 | CashEOYFMVAmt |
| Other Investments BOY | $32,282,733 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,268,914 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,268,914 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,518,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,549,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,549,435 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $13,161,489 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,416,530 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $13,161,489 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,416,530 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $19,356,891 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,132,905 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,356,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,132,905 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,518,380 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,549,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,356,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,823,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,952,589 | OtherIncreasesAmt |
| Subtotal | $52,132,905 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $52,132,905 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MERRILL LYNCH - ST (DETAILS AVAILABLE) | $0 | $118,537 | -$118,537 | -$118,537 | |
| MERRILL LYNCH - LT (DETAILS AVAILABLE) | $169,220 | $0 | $169,220 | $169,220 | |
| CAPITAL GAIN DIVIDENDS | $252,730 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $303,413 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,437,349 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,415,069 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064124 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $106,884 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,571,979 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.014116 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Total Distribution | 0.07824 | TotalDistributionRt |
| Average Distribution | 0.02608 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,832,298 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $856,266 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $156,124 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,012,390 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,868,847 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $156,124 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $156,124 | SubtotalAmt |
| Tax Based On Investment Income | $156,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,669 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $225,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $232,669 | TotalPaymentsAndCreditsAmt |
| Overpayment | $76,545 | OverpaymentAmt |
| Applied To ES Tax | $76,545 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANOOSHEH BOSTANI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102733295 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25134 RYE CANYON ROAD | AddressLine1Txt |
| City | SANTA CLARITA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| ANOOSHEH BOSTANI | ||||||||
| 25134 RYE CANYON ROAD | SANTA CLARITA | CA | 91355 | SECRETARY, TREASURER, DIRECTOR | 5.0 | $0 | $0 | $0 |
| CLAUDE MANN | ||||||||
| 2801 COAST LINE COURT | LAS VEGAS | NV | 89117 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MICHAEL S DREYER | ||||||||
| 11444 W OLYMPIC BLVD 11TH FLOOR | LOS ANGELES | CA | 90064 | PRESIDENT | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,859,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $473,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,332,282 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,332,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $499,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,832,298 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,641,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,641,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $156,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $156,124 | TotalTaxAmt |
| Distributable Before Adj | $1,485,491 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,485,491 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,485,491 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,868,847 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,868,847 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $156,124 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,712,723 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,485,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,567 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $58,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,868,847 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,485,491 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,383,356 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,441,923 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,441,923 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $58,567 | ExcessFromYear1Amt |
| Excess From Current Year | $2,383,356 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $2,029,500 |
| ADVANCEMENT PROJECT | |||||||
| 1910 Sunset Blvd 500 | LOS ANGELES | CA | 90026 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 |
| STRIVE | |||||||
| 9124 SOUTH MAIN STREET | LOS ANGELES | CA | 90003 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $20,000 |
| Alzheimer's Greater Los Angeles | |||||||
| 4221 Wilshire Blvd Suite 400 | LOS ANGELES | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 |
| Dana Farber Cancer Institute | |||||||
| 450 Brookline Ave | BOSTON | MA | 02215 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 |
| FIDF Western Region Gala | |||||||
| 6505 Wilshire Blvd Suite 625 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000 |
| Los Angeles Regional Food Bank | |||||||
| 1734 E 41st St | LOS ANGELES | CA | 90058 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $150,000 |
| Lucile Packard Foundation | |||||||
| 400 Hamilton Ave 340 | PALO ALTO | CA | 94301 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 |
| Save the Children | |||||||
| 501 Kings Highway East Suite 400 | FAIRFIELD | CT | 06825 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $82,500 |
| Taste for a Cure | |||||||
| 8-950 Factor Building Box 951780 | LOS ANGELES | CA | 90095 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 |
| VARIOUS CONTRIBUTIONS MADE 5000 | |||||||
| 355 S GRAND AVENUE SUITE 1710 | LOS ANGELES | CA | 90071 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $18,500 |
| KARSH CENTER | |||||||
| 3750 WEST 6TH STREET | LOS ANGELES | CA | 90020 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $150,000 |
| HIRSHBERG FOUNDATION FOR PANCREATIC CANCER | |||||||
| 2990 S SEPULVEDA BLVD SUITE 300C | LOS ANGELES | CA | 90064 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 |
| ASOMUGHA FOUNDATION | |||||||
| 11633 SOUTH WESTERN AVENUE | LOS ANGELES | CA | 90047 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 |
| ST BARNABAS SENIOR SERVICES | |||||||
| 675 SOUTH CARONDELET STREET | LOS ANGELES | CA | 90057 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $35,000 |
| FRIENDS OF ISRAEL DEFENSE | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000 |
| NEUROMUSCULAR DISEASE FOUNDATION | |||||||
| 269 S BEVERLY DRIVE 1206 | BEVERLY HILLS | CA | 90212 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 |
| FRIENDS OF YAD LEVALIN | |||||||
| 410 GLENN ROAD | JACKSON | NJ | 08257 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,400 |
| OPERATION SMILE | |||||||
| 179890 CASTLETON STREET 2 | ROWLAND HEIGHTS | CA | 91748 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 |
| HILLEL AT UCLA | |||||||
| 574 HILGARD AVENUE | LOS ANGELES | CA | 90024 | NONE | SUPPORT OF CHARITABLE PURPOSE | $5,400 | |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 12365 LEEWIS STREET | GARDEN GROVE | CA | 92840 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000 |
| SOCIAL COMPASSION | |||||||
| PO BOX 1125 | LAGUNA BEACH | CA | 92652 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 |
| SHRINER'S FOR CHILDREN MEDICAL CENTER | |||||||
| 909 S FAIR OAKS AVENUE | PASADENA | CA | 91105 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000 |
| LASEC | |||||||
| 633 WEST 5TH STREET | LOS ANGELES | CA | 90071 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 |
| TURNING POINT USA | |||||||
| 4940 E BEVERLY ROAD | PHOENIX | AZ | 85044 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 |
| JDRF | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $100,000 |
| VITAMIN ANGELS | |||||||
| 6500 HOLLISTER AVENUE SUITE 130 | GOLETA | CA | 93117 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000 |
| CITY OF HOPE | |||||||
| 630 S RAYMOND AVE STE 220 | PASADENA | CA | 91105 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,846,300 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY OF HOPE | |||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $3,000,000 |
| KARSH CENTER | |||||||
| 3750 WEST 6TH STREET | LOS ANGELES | CA | 90020 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $700,000 |
| CERDARS-SINAI | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $2,000,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $4,000,000 |
| JDRF | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,900,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,532,584 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $303,413 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $55 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,836,052 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,836,052 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | ALFRED E MANN ADMINSTRATIVE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12744 SAN FERNANDO ROAD | AddressLine1Txt |
| City | SYLMAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000,025 | 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 | $20,275 | Amt |
| Net Investment Income | $10,138 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,137 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ML INVESTMENT ACCOUNTS | AT COST | $59,128,914 | $59,128,914 |
| ANDMARK INV FUND V | AT COST | $140,000 | $140,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,240 | LegalFeesAmt |
| Net Investment Income | $1,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,120 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $106,418 | $106,418 | |
| BANK CHARGES | $90 | $45 | $45 |
| INSURANCE | $16,107 | $8,054 | $8,053 |
| TELEPHONE | -$375 | -$188 | -$187 |
| LICENSE & PERMITS | $25 | $13 | $12 |
| COMPANY EVENTS | $3,535 | $1,768 | $1,767 |
| OUTSIDE SERVICES | $3,200 | $1,600 | $1,600 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $55 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS PER BOOKS | $1,207,629 |
| ROUNDING | $1 |
| ADDBACK OF CHARITABLE CONTRIBUTIONS | $0 |
| FUNDED IN CURRENT YEAR PURSUANT TO | $0 |
| PRIOR YEAR PLEDGES | $4,744,959 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FRANCHISE TAX BOARD | $160 | $160 |
| FEDERAL | $5,000 | $5,000 |
| FOREIGN TAXES | $9,677 | $9,677 |