STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

DONALD T STERLING CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DONALD T STERLING CHARITABLE FOUNDATION (EIN 20-8731101)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202143169349101324
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T10:41:09-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954649521PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MELONI HRIBAL TRATNER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121600 OXNARD STREET 500AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208731101EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DONALD T STERLING CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone3102788000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19441 WILSHIRE BLVD PENTHOUSE SUITEAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDARREN SCHIELDPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone3102788000PhoneNum
Signature2021-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDARRENPersonFirstNm
Person LastSCHIELDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLE X SELLINPreparerPersonNm
PTINP01489190PTIN
Phone8185873730PhoneNum
Preparation2021-11-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,073,622FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$95,854DividendsRevAndExpnssAmt
Dividends Net Invst Incm$95,854DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,095,854TotalRevAndExpnssAmt
Total Net Invst Incm$95,854TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,650AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$164OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$164OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,824TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,814TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$470,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$470,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$471,824TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,814TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$470,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,624,030ExcessRevenueOverExpensesAmt
Net Investment Income$94,040NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,035,671CashBOYAmt
Cash EOY$2,793,638CashEOYAmt
Cash EOYFMV$2,793,638CashEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$5,605,328USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$5,607,048USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$2,068,499CorporateBondsBOYAmt
Corporate Bonds EOY$2,329,234CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,672,936CorporateBondsEOYFMVAmt
Total Assets BOY$9,104,170TotalAssetsBOYAmt
Total Assets EOY$10,728,200TotalAssetsEOYAmt
Total Assets EOYFMV$11,073,622TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,104,170RetainedEarningBOYAmt
Retained Earning EOY$10,728,200RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,104,170TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,728,200TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,104,170TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,728,200TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,104,170TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,624,030ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,728,200SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,728,200TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,307InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,307SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,307TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$27EsPenaltyAmt
Tax Due$1,334TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDARREN SCHIELDIndividualWithBooksNm
Phone3102788000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19441 WILSHIRE BLVD PENTHOUSEAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD T STERLING
9441 WILSHIRE BLVD PENTHOUSE SUITEBEVERLY HILLSCA90212PRESIDENT1.00$0$0$0
ROCHELLE H STERLING
9441 WILSHIRE BLVD PENTHOUSE SUITEBEVERLY HILLSCA90212VICE PRESIDENT1.00$0$0$0
DOUGLAS L WALTON
9441 WILSHIRE BLVD PENTHOUSE SUITEBEVERLY HILLSCA90212SECRETARY1.00$0$0$0
DARREN SCHIELD
9441 WILSHIRE BLVD PENTHOUSE SUITEBEVERLY HILLSCA90212CHIEF FINANCIAL OFFICER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,524,056AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,904,472AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,428,528TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,428,528AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$141,428CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,287,100NetVlNoncharitableAssetsAmt
Minimum Investment Return$464,355MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$464,355MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,307TaxBasedOnInvestmentIncomeAmt
Total Tax$1,307TotalTaxAmt
Distributable Before Adj$463,048DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$463,048DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$463,048DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$470,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$470,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$470,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$463,048DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,345ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$78,260ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$76,046ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$83,362ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,301ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$263,314TotalExcessDistributionCyovAmt
Qualifying Distributions$470,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$463,048AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,952RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$270,266TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$11,345ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$258,921ExcessDistriCyovToNextYrAmt
Excess From Year4$78,260ExcessFromYear4Amt
Excess From Year3$76,046ExcessFromYear3Amt
Excess From Year2$83,362ExcessFromYear2Amt
Excess From Year1$14,301ExcessFromYear1Amt
Excess From Current Year$6,952ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDONALD T STERLINGContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDONALD T STERLINGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19441 WILSHIRE BLVD PENTHOUSE SUITEAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3102788010RecipientPhoneNum
Form And Info And MaterialsSUBMIT REQUESTS TO THE ATTENTION OF THE DONALD T STERLING CHARITABLE FOUNDATION. ONLY WRITTEN REQUESTS ON AN ORGANIZATION'S LETTERHEAD ARE ACCEPTED. REQUESTS MUST INCLUDE A COPY OF THE 501(C)(3) PUBLIC CHARITY DETERMINATION LETTER OR OTHER PROOF OF CHARITY STATUS.FormAndInfoAndMaterialsTxt
Submission DeadlinesAT LEAST FORTY FIVE DAYS IN ADVANCE OF THE SCHEDULED EVENT.SubmissionDeadlinesTxt
Restrictions On AwardsDONATION PRIORITY IS PRIMARILY TO NON PROFIT EVENTS AND ORGANIZATIONS FOCUSING ON THE ISSUES OF POVERTY, HOMELESSNESS, EDUCATION AND LITERACY WHILE BENEFITING AT RISK CHILDREN AND FAMILIES LOCATED IN GREATER LOS ANGELES AND SOUTHERN CALIFORNIA. ORGANIZATIONS ARE LIMITED TO ONE REQUEST PER CALENDAR YEAR. OUT OF STATE REQUESTS WILL BE DECLINED UNLESS SPECIAL CIRCUMSTANCES WARRANT FURTHER CONSIDERATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOCIATE FOR BREAST AND PROSTATE CANCER STUDIES
9464 WILSHIRE BLVDBEVERLY HILLSCA90212NONEPCTO ERADICATE BREAST AND PROSTATE CANCER.$25,000
BEAT THE STREETS
515 S FIGUEROA STLOS ANGELESCA90071NONEPCDEVELOPING YOUTH THROUGH THE SPORT OF WRESTLING.$60,000
FRIENDS OF MALIBU URGENT CARE
PO BOX 6836MALIBUCA90265NONEPCTO PROVIDE SUPPORT AND MEDICAL CARE FOR THE COMMUNITY$50,000
AMERICAN FRIENDS OF SHEBA MEDICAL CENTER
6505 WILSHIRE BLVD STE 615LOS ANGELESCA90048NONEPCMEDICAL$25,000
NATIONAL WOUNDED WARRIOR CENTER
PO BOX 7275MAMMOTH LAKESCA93546NONEPCCHANGING THE LIVES OF THOSE WITH DISABILITIES AND THEIR FAMILIES THROUGH SPORTS.$50,000
THE HOME FOR LITTLE WANDERERS
10 GUEST STREETBOSTONMA02135NONEPCTO HELP VULNERABLE CHILDREN AND THEIR FAMILIES BUILD PERMANENT POSITIVE CHANGE.$10,000
THE JEFFREY FOUNDATION
5470 WASHINGTON BLVDLOS ANGELESCA90016NONEPCSERVING CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES THROUGH EDUCATION AND RECREATIONAL PROGRAMS.$25,000
YESHIVA GEDOLAH OF LOS ANGELES
5444 WEST OLYMPIC BLVDLOS ANGELESCA90036NONEPCTO PROVIDE STUDENTS WITH A HIGH LEVEL OF EDUCATION IN BOTH JUDAIC AND SECULAR STUDIES.$50,000
CHILDREN'S HOSPITAL LOS ANGELES
4650 W SUNSET BLVD 29LOS ANGELESCA90027NONEPCMEDICAL$25,000
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HIGHWAYMALIBUCA90263NONEPCEDUCATIONAL$50,000
CEDARS-SINAI HOSPITAL MEDICAL CENTER
8700 BEVERLY BLVDLOS ANGELESCA90048NONEPCMEDICAL$50,000
SAINT JOHN'S HEALTH CENTER FOUNDATION
2121 SANTA MONICA BLVDSANTA MONICACA90404NONEPCMEDICAL$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$470,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$95,854ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$95,854ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$95,854TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,650Amt
Net Investment Income$1,650NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMAZON.COM INC GLB 04.800% DEC 05 2034$114,566$137,211
BOEING CO GLB 03.600% MAY 01 2034$104,645$105,294
HONEYWELL INTERNATIONAL GLB 05.700% MAR 15 2036$122,635$141,276
HOME DEPOT INC GLB 05.875% DEC 16 2036$120,087$151,615
IBM CORP GLB 05.875% NOV 29 2032$120,021$144,393
CITIGROUP IN C SUBORDINATED GLB 04.400% JUN 10 2025$103,313$114,331
CATERPILLAR INC 05.300% SEP 15 2035 MOODY' S: A3 S&P: A$95,725$110,441
JPMORGAN CHASE & CO SUBORDINATED GLB 04.250% OCT 01 2027$103,492$118,586
LOCKHEED MARTIN CORP GLB 03.600% MAR 01 2035$51,413$60,381
MICROSOFT CORP GLB 04.200% NOV 03 2035$108,435$131,296
MORGAN STANLEY SUBORDINATED GLB 05.000% NOV 24 2025$106,403$119,533
MCDONALD' S CORP SER MTN 04.700% DEC 09 2035$53,508$64,668
NORTHERN TRUST CORP SUBORDINATED GLB VAR MAY 08 2032$98,316$109,650
OCCIDENTAL PETROLEUM COR GLB 03.400% APR 15 2026$99,948$95,341
ORACLE CORP GLB 04.300% JUL 08 2034$106,514$126,562
SHELL INTERNATIONAL FIN COMPANY GUARNT GLB 04.125% MAY 11 2035$106,802$125,106
STARBUCKS CORP GLB 04.000% NOV 15 2028$103,883$118,754
TARGET CORP GLB 03.375% APR 15 2029$100,452$117,227
UNITEDHEALTH GROUP 05.800% MAR 15 2036 MOODY'S: A3 S&P: A +$122,068$149,477
VERIZON COMMUNICATIONS 04.500% AUG 10 2033$80,356$94,636
WELLS FARGO & COMPANY 04.100% JUN 03 2026$102,071$114,643
GOLDMAN SACHS GROUP INC 03.850% JUL 08 2024$101,831$110,567
BANK OF AMERICA CORP 04.200% AUG 26 2024$102,750$111,948

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$5,499,829USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$5,499,920USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$105,499StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$107,128StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$164RevenueAndExpensesPerBooksAmt
Net Investment Income$164NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDONALD ROCHELLE STERLINGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19441 WILSHIRE BLVD PENTHOUSE SUITEAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX AND FILING FEESCategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt