MAX H GLUCK FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MAX H GLUCK FOUNDATION INC (EIN 95-3979100)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-07-31
IRS object ID: 202532129349100813
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-07-31T12:32:12-05:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	812737245	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LOPEZ ACCOUNTING GROUP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3500 WEST OLIVE AVENUE SUITE 680	AddressLine1Txt
City	BURBANK	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91505	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	953979100	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MAX H GLUCK FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MAXH	BusinessNameControlTxt
Phone	3105197011	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 55516	AddressLine1Txt
City	SHERMAN OAKS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91413	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JON KASWICK	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3105197011	PhoneNum
Signature	2025-07-25	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JUAN PABLO LOPEZ CPA	PreparerPersonNm
PTIN	P01367411	PTIN
Phone	8188407075	PhoneNum
Preparation	2025-07-25	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$120,411,603	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$14,204	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$14,204	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$3,825,420	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,825,420	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$5,158,587	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$75,209,796	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$5,158,587	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$7,234	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$7,234	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$9,005,445	TotalRevAndExpnssAmt
Total Net Invst Incm	$9,005,445	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$268,667	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$26,867	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$241,800	CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$24,332	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$2,433	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$20,305	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$72,339	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$68,722	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$664,843	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$664,065	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$779	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$112,897	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$3,591	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$3,591	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$48,704	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$48,704	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,195,373	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$762,087	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$315,179	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$8,333,389	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$6,917,583	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$9,528,762	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$762,087	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$7,232,762	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$523,317	ExcessRevenueOverExpensesAmt
Net Investment Income	$8,243,358	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$21,525	CashBOYAmt
Cash EOY	$25,242	CashEOYAmt
Cash EOYFMV	$25,242	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$4,383,311	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,234,307	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,234,307	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$9,099,111	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$0	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$44,734,412	CorporateStockBOYAmt
Corporate Stock EOY	$45,715,382	CorporateStockEOYAmt
Corporate Stock EOYFMV	$45,715,382	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$21,398,395	CorporateBondsBOYAmt
Corporate Bonds EOY	$7,009,340	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$7,009,340	CorporateBondsEOYFMVAmt
Other Investments BOY	$36,492,965	OtherInvestmentsBOYAmt
Other Investments EOY	$66,426,452	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$66,426,452	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$11,880	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$11,000	LandBldgEquipAccumDeprecAmt
Land BOY	$880	LandBOYAmt
Land EOY	$880	LandEOYAmt
Land EOYFMV	$880	LandEOYFMVAmt
Other Assets BOY	$158,864	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$116,289,463	TotalAssetsBOYAmt
Total Assets EOY	$120,411,603	TotalAssetsEOYAmt
Total Assets EOYFMV	$120,411,603	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$112	AccountsPayableBOYAmt
Accounts Payable EOY	$38,699	AccountsPayableEOYAmt
Grants Payable BOY	$3,624,681	GrantsPayableBOYAmt
Grants Payable EOY	$5,103,094	GrantsPayableEOYAmt
Total Liabilities BOY	$3,624,793	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$5,141,793	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$112,664,670	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$115,269,810	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$112,664,670	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$115,269,810	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$116,289,463	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$120,411,603	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$112,664,670	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$523,317	ExcessRevenueOverExpensesAmt
Other Increases	$3,141,325	OtherIncreasesAmt
Subtotal	$115,282,678	SubtotalAmt
Other Decreases	$12,868	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$115,269,810	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	$74,997,869	$70,051,209	$4,946,660	$4,946,660
CAPITAL GAINS DIVIDENDS	P	$211,927		$211,927	$211,927

Field	Value	IRS element (for citing)
Capital Gain Net Income	$5,158,587	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$114,583	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$114,583	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$114,583	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$180,000	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	$180,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$740	EsPenaltyAmt
Overpayment	$64,677	OverpaymentAmt
Applied To ES Tax	$64,677	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	HTTPS://WWW.GLUCKFOUNDATION.ORG/	WebsiteAddressTxt
Individual With Books	LOPEZ ACCOUNTING GROUP	IndividualWithBooksNm
Phone	8188407075	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3500 W OLIVE AVENUE 680	AddressLine1Txt
City	BURBANK	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91505	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	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JESSICA KASWICK
PO BOX 55516	SHERMAN OAKS	CA	91413	EXECUTIVE DIRECTOR	40.00	$259,167	$0	$0
CATHY COLLINS HESSION
PO BOX 55516	SHERMAN OAKS	CA	91413	DIRECTOR	1.00	$1,500	$0	$0
HETAL PATEL
PO BOX 55516	SHERMAN OAKS	CA	91413	DIRECTOR	1.00	$1,500	$0	$0
JENNIFER KASWICK
PO BOX 55516	SHERMAN OAKS	CA	91413	SECRETARY	1.00	$2,000	$0	$0
JON KASWICK
PO BOX 55516	SHERMAN OAKS	CA	91413	PRESIDENT	2.00	$1,500	$0	$0
JULIE KASWICK
PO BOX 55516	SHERMAN OAKS	CA	91413	SECRETARY	1.00	$1,500	$0	$0
RICHARD G REINIS
PO BOX 55516	SHERMAN OAKS	CA	91413	DIRECTOR	1.00	$1,500	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MORGAN STANLEY	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	444 SOUTH FLOWER STREET 34TH FLOOR	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90071	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MANAGEMENT	ServiceTypeTxt
Compensation	$652,331	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$114,634,100	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,776,782	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$880	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$118,411,762	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$118,411,762	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,776,176	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$116,635,586	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$5,831,779	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$5,831,779	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$114,583	TaxBasedOnInvestmentIncomeAmt
Total Tax	$114,583	TotalTaxAmt
Distributable Before Adj	$5,717,196	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$5,717,196	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$5,717,196	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,232,762	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$7,232,762	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$5,717,196	DistributableAsAdjustedAmt
Undistributed Income PY	$2,710,244	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,232,762	QualifyingDistributionsAmt
Applied To Year1	$2,710,244	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$4,522,518	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$1,194,678	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ANGELS GATE CULTURAL CENTER
3601 S GAFFEY STREET	SAN PEDRO	CA	90731	PC	ARTISTS-IN-CLASSROOM	$100,000
AUTRY MUSEUM OF THE AMERICAN WEST
4700 WESTERN HERITAGE WAY	LOS ANGELES	CA	90027	PC	AUTRY-IN-RESIDENCE	$25,000
BOYS AND GIRLS CLUB OF LA HARBOR
1200 S CABRILLO AVE	SAN PEDRO	CA	90731	PC	WILMINGTON AFTER-SCHOOL PROGRAM	$70,000
CALIFORNIA HOSPITAL MEDICAL CENTER
1401 S GRAND AVE	LOS ANGELES	CA	90015	PC	HOPE STREET'S AFTER-SCHOOL PROGRAM	$50,000
CALIFORNIA SCHOOL OF THE ARTS - SAN GABRIEL VALLEY
1010 N MAIN STREET	SANTA ANA	CA	92701	PC	GLUCK ARTS FELLOWSHIP PROGRAM	$50,000
CARNEGIE HALL
881 SEVENTH AVENUE	NEW YORK	NY	10019	PC	ENSEMBLE CONNECT	$150,000
COLBURN SCHOOL
200 S GRAND AVE	LOS ANGELES	CA	90012	PC	GLUCK FELLOSHIP PROGRAM, JUMPSTART YOUNG MUSICIANS PROGRAM, SUMMER ENCOUNTER	$1,502,500
CONGA KIDS
5858 WILSHIRE BLVD	LOS ANGELES	CA	90036	PC	DANCE PROGRAM	$75,000
CONSTITUTIONAL RIGHTS FOUNDATION
601 S KINGSLEY DRIVE	LOS ANGELES	CA	90005	PC	LOS ANGELES COUNTY CIVIC LEARNING INITIATIVE	$25,000
FAMILY PROMISE OF SPOKANE
2002 E MISSION AVE	SPOKANE	WA	99202	PC	GENERAL OPERATIONS	$2,000
FULFILLMENT FUND
6100 WILSHIRE BLVD SUITE 600	LOS ANGELES	CA	90048	PC	HS PROGRAMS FOR COLLEGE ACCESS & SUCCESS	$70,000
GRIFFITH OBSERVATORY FOUNDATION
2800 EAST OBSERVATORY ROAD	LOS ANGELES	CA	90027	PC	FIFTH-GRADE SCHOOL FIELD TRIP PROGRAM	$21,750
HARBOR COMMUNITY HEALTH CENTER
593 W 6TH STREET	SAN PEDRO	CA	90731	PC	PEDIATRIC PROGRAM	$50,000
HARMONEY PROJECT
817 VINE STREET SUITE 212	LOS ANGELES	CA	90038	PC	REGIONAL YOUTH ORCHESTRA	$150,000
HARVARD WESTLAKE SCHOOL
3700 COLDWATER CANYON	STUDIO CITY	CA	91604	PC	GENERAL OPERATIONS	$2,000
HILLSIDES
940 AVENUE 64	PASADENA	CA	91105	PC	YOUTH MOVING ON	$28,000
HOMES 4 FAMILIES
21031 VENTURA BLVD SUITE 610	WOODLAND HILLS	CA	91364	PC	TRAUMA-INFORMED ART & DRUMMING PROGRAM	$75,000
INNER CITY ARTS
720 KOHLER STREET	LOS ANGELES	CA	90021	PC	VISUAL, MEDIA, & PERFORMING ARTS INSTITUTES	$35,000
INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS
303 E WACKER DR SUITE 2300	CHICAGO	IL	60601	PC	GENERAL OPERATIONS	$59,000
JUILLIARD SCHOOL
60 LINCOLN CENTER	NEW YORK	NY	10023	PC	GLUCK FELLOWSHIP PROGRAM	$275,000
LEO BAECK TEMPLE
1300 N SEPULVEDA BLVD	LOS ANGELES	CA	90049	PC	EXPERIENTIAL ARTS EDUCATION PROGRAM	$50,000
LOS ANGELES COUNTY DEPARTMENT OF ARTS AND CULTURE
500 W TEMPLE STREET B-79-2	LOS ANGELES	CA	90012	PC	LA COUNTY ARTS EDUCATION COLLECTIVE	$25,000
LOS ANGELES COUNTY MUSEUM OF ART
5905 WILSHIRE BLVD	LOS ANGELES	CA	90036	PC	MAYA MOBILE & ANCIENT WORLD MOBILE & GENERAL OPERATIONS	$348,180
LOS ANGELES MUSEUM OF THE HOLACAUST
100 THE GROVE DRIVE	LOS ANGELES	CA	90036	PC	SHARE OUR STORIES	$80,000
LOS ANGELES OPERA
135 N GRAND AVENUE	LOS ANGELES	CA	90012	PC	OPERA FOR YOUNG PEOPLE SERIES, OPERA PREP	$233,600
LOS ANGELES PHILHARMONIC
135 N GRAND AVENUE	LOS ANGELES	CA	90012	PC	YOUTH ORCHESTRA LA (YOLA) & GENERAL OPERATIONS	$1,466,425
LOYOLA MARYMOUNT UNIVERSITY
1 LOYOLA MARYMOUNT UNIVERSITY DRIVE	LOS ANGELES	CA	90045	PC	COLLEGE OF COMMS. & FINE ARTS' COMMUNITY OUTREACH INITIATIVE	$40,000
NATURAL HISTORY MUSEUM
10 ST CONSTITUTION AVE NW	WASHINGTON	DC	20560	PC	MOBILE MUSEUM PROGRAM	$250,000
ORANGE COUNTY HIGH SCHOOL OF THE ARTS FOUNDATION
1010 N MAIN STREET	SANTA ANA	CA	92701	PC	COMMUNITY SERVICE ARTS FELLOWSHIP	$100,000
PRINCENTON UNIVERSITY
1 NASSAU HALL	PRINCETON	NJ	08544	PC	GENERAL OPERATIONS	$2,000
SPOKANE PUBLIC SCHOOLS
200 N BERNARD	SPOKANE	WA	99201	PC	HEALTH SCIENCES	$30,000
THE MUSIC CENTER
135 N GRAND AVENUE	LOS ANGELES	CA	90012	PC	ARTS INTERGRATION PARTNERSHIPS & GENERAL OPERATIONS	$300,000
THE PEOPLES CONCERN
2116 ARLINGTON AVE SUITE 100	LOS ANGELES	CA	90018	PC	GENERAL OPERATIONS	$2,000
TODAY IS A GOOD DAY
1511 BETHLEHEM PIKE	FLOURTOWN	PA	19031	PC	GENERAL OPERATIONS	$2,000
UCLA HERB ALPERT SCHOOL OF MUSIC
445 CHARLES E YOUNG DR E	LOS ANGELES	CA	90095	PC	GLUCK FELLOWS PROGRAM	$137,728
UNITED FRIENDS OF THE CHILDREN
1055 WILSHIRE BLVD 1955	LOS ANGELES	CA	90017	PC	SCHOLARS PROGRAM	$90,000
UNIVERSITY OF CALIFORNIA RIVERSIDE
1955 CHICAGO AVE SUITE 200	RIVERSIDE	CA	92507	PC	GLUCK FELLOWS PROGRAM/ARTS	$442,900
VENICE FAMILY CLINIC
604 ROSE AVENUE	VENICE	CA	90291	PC	EDUCATION & SUPPORT PROGRAM AND CAPITAL GRANT	$300,000
WESTCHESTER MEDICAL CENTER FOUNDATION
100 WOODS ROAD	VALHALLA	NY	10595	PC	CHILD LIFE AND CREATIVE ARTS THERAPY TEAM	$75,000
WESTSIDE FAMILY HEALTH CENTER
3861 SEPULVEDA BLVD	CULVER CITY	CA	90230	PC	FAMILY PRACTICE	$100,000
WRITEGIRL
1330 FACTORY PL UNIT F104	LOS ANGELES	CA	90013	PC	CORE MENTORING PROGRAM	$27,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$6,917,583	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	$14,204	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,825,420	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$7,234	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$5,158,587	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$9,005,445	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$9,005,445	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	AUDIT & ACCOUNTING FEES	CategoryTxt
Amt	$72,339	Amt
Net Investment Income	$68,722	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$7,009,340	EOYBookValueAmt
EOYFMV	$7,009,340	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$45,715,382	EOYBookValueAmt
EOYFMV	$45,715,382	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ALTERNATIVE INVESTMENTS	FMV	$13,805,925	$13,805,925
MUTUAL FUNDS	FMV	$52,620,527	$52,620,527

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	ACCRUED DIVIDENDS AND INTERESTSECURITY	Desc
BOY Book Value	$158,864	BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR YEAR ADJUSTMENT	Desc
Amt	$12,868	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES	$60	$0	$60
DUES & SUBSCRIPTIONS	$17,782	$0	$17,782
FILING FEES	$225	$0	$225
INSURANCE	$10,524	$0	$10,524
OFFICE EXPENSE	$18,928	$0	$18,928
TELEPHONE	$1,185	$0	$1,185

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$7,234	RevenueAndExpensesPerBooksAmt
Net Investment Income	$7,234	NetInvestmentIncomeAmt
Adjusted Net Income	$7,234	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAINS ON INVESTMENTS	Desc
Amt	$3,141,325	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY AND TRANSACTION FEES	$664,064	$664,065	$0
CONSULTING	$779	$0	$779

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL FRANCHISE TAX	$25	$0	$0
EXCISE TAX	$112,872	$0	$0