ALFRED E MANN CHARITIES INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALFRED E MANN CHARITIES INC (EIN 46-3543296)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2025-09-02
- IRS object ID
- 202522459349100622
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2025-09-02T11:55:30-05:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
| Disaster Relief | DR-4856-CA | DisasterReliefTxt |
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 FLR | 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 | 2023-08-01 | 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 CHARITIES INC | 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 | 601 S BRAND BLVD SUITE 203 | AddressLine1Txt |
| City | SAN FERNANDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91340 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL S DREYER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105661900 | PhoneNum |
| Signature | 2025-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S DREYER | PreparerPersonNm |
| PTIN | P00002084 | PTIN |
| Phone | 3105661900 | PhoneNum |
| 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 | $331,835,731 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,924,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,924,172 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,565,784 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,669,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,565,784 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,181,140 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $160,237 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,671,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,650,193 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,099,664 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $549,832 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $549,832 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $37,449 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,724 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,725 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $84,969 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $42,485 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,484 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,763 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,881 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,882 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,420 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $38,210 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $38,210 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,465 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,233 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,232 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $298,115 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $98,115 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $150 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $75 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $75 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $807,814 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $715,541 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $92,273 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,422,809 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,472,096 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750,713 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,774,371 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,775,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,197,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,472,096 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,526,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,526,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,178,097 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,804,919 | CashBOYAmt |
| Cash EOY | $20,826,623 | CashEOYAmt |
| Cash EOYFMV | $20,826,623 | CashEOYFMVAmt |
| Other Investments BOY | $310,097,714 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $310,857,962 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $310,857,962 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $151,146 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $151,146 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $314,902,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $331,835,731 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $331,835,731 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $53,711 | AccountsPayableEOYAmt |
| Grants Payable BOY | $20,471,720 | GrantsPayableBOYAmt |
| Grants Payable EOY | $33,977,216 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $20,486,720 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,030,927 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $294,415,913 | RetainedEarningBOYAmt |
| Retained Earning EOY | $297,804,804 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $294,415,913 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $297,804,804 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $314,902,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $331,835,731 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $294,415,913 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,526,084 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,914,975 | OtherIncreasesAmt |
| Subtotal | $297,804,804 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $297,804,804 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH - ST DETAILS AVAILABLE UPON REQUEST | P | $0 | $82,957 | -$82,957 | -$82,957 |
| MERRILL LYNCH - LT DETAILS AVAILABLE UPON REQUEST | P | $327,547 | $0 | $327,547 | $327,547 |
| ICONIQ - ST DETAILS AVAILABLE UPON REQUEST | P | $0 | $20,733 | -$20,733 | -$20,733 |
| ICONIQ - LT DETAILS AVAILABLE UPON REQUEST | P | $359,797 | $0 | $359,797 | $359,797 |
| MORGAN STANLEY - ST DETAILS AVAILABLE UPON REQUEST | P | $14,392 | $0 | $14,392 | $14,392 |
| CAPITAL GAIN DIVIDENDS | P | $1,967,738 | |||
| CAPITAL GAIN DIVIDENDS | P | $1,967,738 | |||
| CAPITAL GAIN DIVIDENDS | P | $1,967,738 | |||
| CAPITAL GAIN DIVIDENDS | P | $1,967,738 | |||
| CAPITAL GAIN DIVIDENDS | P | $1,967,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,565,784 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $113,676 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $113,676 | SubtotalAmt |
| Tax Based On Investment Income | $113,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $231,340 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $231,340 | TotalPaymentsAndCreditsAmt |
| Overpayment | $117,664 | OverpaymentAmt |
| Applied To ES Tax | $117,664 | 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 |
| Website Address | https://aemanncharities.org | WebsiteAddressTxt |
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 | 601 S BRAND BLVD SUITE 203 | AddressLine1Txt |
| City | San Fernando | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91340 | 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 | 30.0 | $479,704 | $41,286 | $0 |
| CLAUDE MANN | ||||||||
| 2801 COAST LINE COURT | LAS VEGAS | NV | 89117 | DIRECTOR | 1.0 | $36,000 | $0 | $0 |
| MICHAEL S DREYER | ||||||||
| 601 S BRAND BLVD SUITE 203 | SAN FERNANDO | CA | 91340 | DIRECTOR | 25.0 | $583,960 | $37,432 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Merrill Lynch Private Wealth | |||||
| 2049 Century Park East 11th floor | LOS ANGELES | CA | 90067 | Advisory | $342,538 |
| HCVT | |||||
| 11444 W OLYMPIC BLVD 11TH FLR | LOS ANGELES | CA | 90064 | Advisory | $55,890 |
| Morgan Stanley Wealth Management | |||||
| 21650 Oxnard Street Suite 1800 | WOODLAND HILLS | CA | 91367 | Advisory | $30,037 |
| Morgan Stanley Wealth Management | |||||
| 1999 Avenue of the Stars Suite 240 | LOS ANGELES | CA | 90067 | Advisory | $73,659 |
| ICONIQ Capital | |||||
| 50 Beale Street Suite 2300 | SAN FRANCISCO | CA | 94105 | Advisory | $142,975 |
| 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 | $289,354,831 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,891,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $302,246,175 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $302,246,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,533,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $297,712,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,885,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,885,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $113,676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $113,676 | TotalTaxAmt |
| Distributable Before Adj | $14,771,948 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,771,948 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,771,948 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,526,353 | 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 | $17,526,353 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,771,948 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,460,508 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,526,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,460,508 | AppliedToYear1Amt |
| Applied To Current Year | $9,065,845 | 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 |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $5,706,103 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | 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 (140 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VARIOUS CONTRIBUTIONS MADE 5000 | |||||||||||
| 11444 W OLYMPIC BLVD 11TH FLOOR | LOS ANGELES | CA | 90064 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,200 | ||||
| HIRSHBERG FOUNDATION FOR PANCREATIC CANCER | |||||||||||
| 2990 S SEPULVEDA BLVD SUITE 300C | LOS ANGELES | CA | 90064 | 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 | $10,000 | ||||
| Campbell Hall | |||||||||||
| 4533 Laurel Canyon Blvd | STUDIO CITY | CA | 91607 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,363 | ||||
| Curtis School | |||||||||||
| 15871 Mulholland Dr | Los Angeles | CA | 90049 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $20,000 | ||||
| FULFILLMENT FUND | |||||||||||
| 6100 Wilshire Blvd 600 | Los Angeles | CA | 90048 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Feeding America | |||||||||||
| 2950 Jefferson St B | Riverside | CA | 92504 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| LUCILE PACKARD FOUNDATION | |||||||||||
| 400 Hamilton Ave 340 | PALO ALTO | CA | 94301 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Harvard Westlake School | |||||||||||
| 700 N Faring Rd | Los Angeles | CA | 90077 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $20,000 | ||||
| Jewish National Fund | |||||||||||
| 42 East 69th Street | New York | NY | 10021 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Alzheimer's Los Angeles | |||||||||||
| 4221 Wilshire Blvd 400 | Los Angeles | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| Operation Smile | |||||||||||
| 3641 Faculty Boulevard | Virginia Beach | VA | 23453 | 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 | $100,000 | ||||
| Vitamin Angels | |||||||||||
| PO Box 4490 | Santa Barbara | CA | 93140 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| CEDARS-SINAI MEDICAL CENTER | |||||||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $12,500 | ||||
| American Friends of Magen David Adom | |||||||||||
| 20 w 36th street suite 1100 | NEW YORK | NY | 10018 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $865,000 | ||||
| alex's lemonade stand foundation | |||||||||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| ANTI-DEFAMATION LEAGUE | |||||||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $20,000 | ||||
| AMERICAN FRIENDS OF SHEBA MEDICAL CENTER INC | |||||||||||
| 6505 WILSHIRE BLVD 615 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $125,000 | ||||
| AMERICAN LUNG ASSOCIATION | |||||||||||
| 55 W WACHER DRIVE | CHICAGO | IL | 60601 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| BRIGHTFOCUS FOUNDATION | |||||||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| CALIFORNIA STATE PARK FOUNDATION | |||||||||||
| 33 NEW MONTGOMERY ST 520 | SAN FRANCISCO | CA | 94105 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| care FOUNDATION INC | |||||||||||
| PO BOX 26730 | SAN DIEGO | CA | 92196 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| COURT APPOINTED SPECIAL ADVOCATES OF ORANGE COUNTY | |||||||||||
| 765 THE CITY DR SOUTH 300 | ORANGE | CA | 92868 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| casa pacifica centers for children & families | |||||||||||
| 1722 south lewis road | camarillo | CA | 93012 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| Sharewell DBA Cayton Children's Museum | |||||||||||
| 395 Santa Monica place 374 | santa monica | CA | 90401 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Dana Farber Cancer Institute Inc | |||||||||||
| 450 Brookline Avenue BP418 | Boston | MA | 02215 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| DESCANSO GARDENS GUILD INC | |||||||||||
| 1418 DESCANSO DRIVE | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $7,500 | ||||
| feed the children foundation | |||||||||||
| 1861 palou ave | san francisco | CA | 94124 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| friends of the israel defense forces | |||||||||||
| 60 east 42nd st | NEW YORK | NY | 10165 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $125,000 | ||||
| habitat for humanity | |||||||||||
| 322 w lamar st | americus | GA | 31709 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Hope Of Valley Rescue Mission | |||||||||||
| 16641 Roscoe PL | noth hills | CA | 91343 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| los angeles opera company | |||||||||||
| 135 north grand ave | LOS ANGELES | CA | 90012 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $250,000 | ||||
| childhood leukemia & lymphoma foundation | |||||||||||
| 6 dividion st | somerville | NJ | 08876 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000 | ||||
| march of dimes inc | |||||||||||
| 1550 crystal drive 1300 | arlington | VA | 22202 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| muscular dystrophy Association Inc | |||||||||||
| 161 N Clark St 3550 | Chicago | IL | 60601 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| national park foundation | |||||||||||
| 1500 k Street NW Suite 700 | WASHINGTON | DC | 20005 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $30,000 | ||||
| share our strength | |||||||||||
| 1030 15th st nw 1100W | WASHINGTON | DC | 20005 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| rady children's hospital foundation- san diego | |||||||||||
| 3020 childrens way mc 5001 | san diego | CA | 92123 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| ronald reagan presidential library | |||||||||||
| 40 presidential drive no 200 | simi valley | CA | 93065 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| skirball cultural center | |||||||||||
| 2701 NORTH SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $30,000 | ||||
| smithsonian institute | |||||||||||
| 1000 jefferson drive SW | washington | DC | 20560 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| strive | |||||||||||
| 205 east 122nd st 3rd fl | new york | NY | 10035 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $51,016 | ||||
| the huntington library | |||||||||||
| 338 main st | huntington | NY | 11743 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $7,500 | ||||
| Yosemite Foundation | |||||||||||
| 101 montgomery st 2450 | san francisco | CA | 94104 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $30,000 | ||||
| City of Hope | |||||||||||
| 1500 e duarte road | duarte | CA | 91010 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $2,025,000 | ||||
| CHILDREN'S HOSPITAL - LOS ANGELES | |||||||||||
| 4650 Sunet blvd | LOS ANGELES | CA | 90027 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $1,000,000 | ||||
| champion LA | |||||||||||
| 11444 w olympic blvd 11th fl | LOS ANGELES | CA | 90064 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $50,000 | ||||
| USC THORNTON SCHOOL OF ARTS | |||||||||||
| 840 west 34th st MUS 408 | los angeles | CA | 90089 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $150,000 | ||||
| ucla foundation | |||||||||||
| 10889 wilshire blvd 1100 | LOS ANGELES | CA | 90024 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $1,500,000 | ||||
| Step up | |||||||||||
| 1328 second st | santa monica | CA | 90401 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $198,235 | ||||
| LA PHil-Yola Beckman | |||||||||||
| 101 s la brea ave | inglewood | CA | 90301 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $100,000 | ||||
| st jude children's hospital | |||||||||||
| 201 sandpointe ave 300 | santa ana | CA | 92707 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $250,000 | ||||
| DOHENY EYE INSTITUTE | |||||||||||
| po box 86228 | LOS ANGELES | CA | 90086 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $125,000 | ||||
| SIMON WEISENTHAL CENTER | |||||||||||
| 1399 s Roxbury dr | LOS ANGELES | CA | 90035 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $375,000 | ||||
| USC NEUROREVASCULARIZATION CENTER | |||||||||||
| university gardens ugb203 | LOS ANGELES | CA | 90089 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $250,000 | ||||
| CEDARS-SINAI MEDICAL CENTER | |||||||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000,000 | ||||
| LUCILE PACKARD FOUNDATION | |||||||||||
| 400 Hamilton Ave 340 | PALO ALTO | CA | 94301 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $1,500,000 | ||||
| Society for Science | |||||||||||
| 1719 N Street NW | Washington | DC | 20036 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $100,000 | ||||
| Mothers Against Drunk Driving | |||||||||||
| 511 E John Carpenter Freeway | Irving | TX | 75062 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| Lupus Research Alliance | |||||||||||
| 270 Madison Avenue Suite 300 | New York | NY | 10016 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| Shelter Partnership | |||||||||||
| 520 S Grand Ave Suite 655 | Los Angeles | CA | 90071 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| THE Contemporary Jewish Museum | |||||||||||
| 736 Mission Street | San Francisco | CA | 94103 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| The People Concern | |||||||||||
| 2116 Arlington Ave Suite 100 | Los Angeles | CA | 90018 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Global Empowerment Mission | |||||||||||
| 2800 Division St | Los Angeles | CA | 90065 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| Camp Kesem | |||||||||||
| 440 N Barranca Ave 2273 | Covina | CA | 91723 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| World Wildlife Fund | |||||||||||
| 1250 24th Street NW | Washington | DC | 20037 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Los Angeles Ballet | |||||||||||
| 11755 Exposition Boulevard | Los Angeles | CA | 90064 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $20,300 | ||||
| C5 Los Angeles | |||||||||||
| 3100 N Broadway | Los Angeles | CA | 90031 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $21,041 | ||||
| Exceptional Childrens Foundation | |||||||||||
| 5350 Machado Road | Culver City | CA | 90230 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| American Cancer Society | |||||||||||
| 270 Peachtree St NW Suite 1300 | Atlanta | GA | 30303 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Mercy Housing | |||||||||||
| 1600 Broadway Suite 2000 | Denver | CO | 80202 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| Door of Hope | |||||||||||
| 221 E Walnut St Suite 112 | Pasadena | CA | 91101 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| St Joseph Center | |||||||||||
| 204 Hampton Drive | Venice | CA | 90291 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Downtown Women's Center | |||||||||||
| 442 S San Pedro Street | Los Angeles | CA | 90013 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Homeboy Industries | |||||||||||
| 130 W Bruno Street | Los Angeles | CA | 90012 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| Grammy Museum Foundation | |||||||||||
| 800 W Olympic Blvd | Los Angeles | CA | 90015 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| LA Family Housing | |||||||||||
| 7843 Lankershim Boulevard | North Hollywood | CA | 91605 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $15,000 | ||||
| LINC Housing | |||||||||||
| 3590 Elm Avenue | Long Beach | CA | 90807 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $15,000 | ||||
| Chrysalis | |||||||||||
| 522 S Main St | Los Angeles | CA | 90013 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| Segestrom Center for the Arts | |||||||||||
| 600 Town Center Drive | Costa Mesa | CA | 92626 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $6,730 | ||||
| Asian Americans Advancing Justice | |||||||||||
| 1145 Wilshire Blvd | Los Angeles | CA | 90017 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| United Hatzalah of Israel | |||||||||||
| NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $43,000 | 78 Yirmiyahu Street POB 36233 | Jerusalem | IS | 91361 | ||||
| American Friends of Soroka Medical Center | |||||||||||
| PO Box 184-H | Scarsdale | NY | 10583 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| New Directions for Veterans | |||||||||||
| 11303 Wilshire Blvd VA Campus Bld | Los Angeles | CA | 90073 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| Orbis | |||||||||||
| 52 Vanderbilt Avenue 8th Floor | New York | NY | 10017 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $7,500 | ||||
| Covenant House California | |||||||||||
| 1325 N Western Avenue | Hollywood | CA | 90027 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000 | ||||
| Crohn's & Colitis Foundation | |||||||||||
| 733 Third Ave Suite 510 | New York | NY | 10017 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000 | ||||
| Dress for Success Worldwide | |||||||||||
| 1040 Avenue of the Americas Floor | New York | NY | 10018 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $7,500 | ||||
| Our Big Kitchen LA | |||||||||||
| 8657 W Pico Blvd | Los Angeles | CA | 90035 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $15,000 | ||||
| Sesame Workshop | |||||||||||
| 1900 Broadway | New York | NY | 10023 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $7,500 | ||||
| The ALS Association | |||||||||||
| 1300 Wilson Boulevard Suite 600 | Arlington | VA | 22209 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| Partners in Care Foundation | |||||||||||
| 732 Mott Street Suite 150 | San Fernando | CA | 91340 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $7,500 | ||||
| Venice Family Clinic | |||||||||||
| 604 Rose Avenue | Venice | CA | 90291 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $15,000 | ||||
| The Giving Spirit | |||||||||||
| 11845 WEST OLYMPIC BLVD SUITE 1100 | LOS ANGELES | CA | 90064 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Our House Grief Support Center | |||||||||||
| 3415 S Sepulveda Blvd Suite 120 | Los Angeles | CA | 90034 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $7,500 | ||||
| United in Harmony | |||||||||||
| PO Box 34456 | Los Angeles | CA | 90034 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $7,500 | ||||
| Baby2Baby | |||||||||||
| 5830 W Jefferson Blvd | Los Angeles | CA | 90016 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000 | ||||
| PBS Southern California | |||||||||||
| 3080 Bristol St Suite 100 | Costa Mesa | CA | 92626 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Special Needs Network | |||||||||||
| 4401 Crenshaw Blvd Suite 215 | Los Angeles | CA | 90043 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| IFoster | |||||||||||
| 10049 Martis Valley Rd | Truckee | CA | 96161 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Alliance for Children's Rights | |||||||||||
| 4525 Wilshire Blvd Suite 150 | Los Angeles | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| Camp Boggy Creek | |||||||||||
| 30500 Brantley Branch Road | Eustis | FL | 32736 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Every Mother Counts | |||||||||||
| 333 HUDSON STREET SUITE 1006 | NEW YORK | NY | 10013 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Westmark Schools | |||||||||||
| 5461 Louise Avenue | Encino | CA | 91316 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,182 | ||||
| Los Angeles Police Foundation | |||||||||||
| 633 West 5th Street Suite 960 | Los Angeles | CA | 90071 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| The Wooden Floor | |||||||||||
| 1810 N Main St | Santa Ana | CA | 92706 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| National Jewish Health | |||||||||||
| 1400 Jackson Street | Denver | CO | 80206 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $15,450 | ||||
| The Music Center | |||||||||||
| 135 N Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $50,000 | ||||
| St Barnabas Senior Services | |||||||||||
| 675 S Carondelet St | Los Angeles | CA | 90057 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $50,907 | ||||
| MOXI The Wolf Museum of Exploration | |||||||||||
| 125 State Street | Santa Barbara | CA | 93101 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| kidSTREAM Children's Museum | |||||||||||
| 3100 E Ponderosa Dr | Camarillo | CA | 93010 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $100,000 | ||||
| Shriner's for Children Medical Center | |||||||||||
| 2900 N Rocky Point Dr | Tampa | FL | 33607 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $26,000 | ||||
| IsraFest Foundation Inc | |||||||||||
| 324 S Beverly Dr424 | Beverly Hills | CA | 90212 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| Auschwitz Birkenau Memorial Foundation | |||||||||||
| 483 TENTH AVE SUITE 425 | NEW YORK | NY | 10018 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| REDF | |||||||||||
| 785 Market Street Suite 1200 | San Francisco | CA | 94103 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Braille Institute of America Inc | |||||||||||
| 741 N Vermont Avenue | Los Angeles | CA | 90029 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $15,000 | ||||
| Path Ventures | |||||||||||
| 340 N Madison Ave | Los Angeles | CA | 90004 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $5,000 | ||||
| Fund for Israel's Tomorrow | |||||||||||
| 3389 Sheridan St 488 | Hollywood | FL | 33021 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,416 | ||||
| AMERICAN FRIENDS OF YAD LABANIM INC | |||||||||||
| 10501 WILSHIRE BLVD 1501 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $20,000 | ||||
| BUNKER LABS NFP INC | |||||||||||
| 230 E OHIO ST STE 410 1241 | CHICAGO | IL | 60611 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $15,000 | ||||
| National Marrow Donor Program | |||||||||||
| 500 N 5th St | Minneapolis | MN | 55401 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000 | ||||
| AFU669 | |||||||||||
| PO Box 71 | Lincoln Park | NJ | 07035 | NONE | PF | SUPPORT OF CHARITABLE PURPOSE | $15,000 | ||||
| Undue Medical Debt | |||||||||||
| P O Box 411675 | Boston | MA | 02241 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $20,000 | ||||
| National Jewish Health | |||||||||||
| 1400 Jackson Street | Denver | CO | 80206 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $12,500 | ||||
| Chabad Jewish Student Center at USC | |||||||||||
| 2713 Severance St | LOS ANGELES | CA | 90007 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $6,800 | ||||
| USC Leventhal School of Accounting | |||||||||||
| 100 Accounting 3660 Trousdale Pkwy | Los Angeles | CA | 90089 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000 | ||||
| HIAS | |||||||||||
| 1300 Spring Street Suite 500 | Silver Spring | MD | 20910 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| Bet Tzedek | |||||||||||
| 3250 WILSHIRE BLVD 13TH FLOOR | LOS ANGELES | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $10,000 | ||||
| JDRF - CENTER OF EXCELLENCE | |||||||||||
| 200 Vesey Street 28th Floor | New York | NY | 10281 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $50,000 | ||||
| Alliance Foundation | |||||||||||
| po box 86609 | LOS ANGELES | CA | 90086 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $300,000 | ||||
| UNICEF | |||||||||||
| 125 Maiden Lane | NEW YORK | NY | 10038 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $50,000 | ||||
| Los Angeles Jewish Health | |||||||||||
| 18855 Victory Blvd | Reseda | CA | 91335 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $500,000 | ||||
| Sansum Diabetes Research Institute | |||||||||||
| 5425 Hollister Ave Suite 230 | Santa Barbara | CA | 93111 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $50,000 | ||||
| Hadassah | |||||||||||
| 40 Wall Street | New York | NY | 10005 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $75,000 | ||||
| Bet Tzedek | |||||||||||
| 3250 WILSHIRE BLVD 13TH FLOOR | Los Angeles | CA | 90010 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $50,000 | ||||
| Wilshire Boulevard Temple | |||||||||||
| 3663 Wilshire Boulevard | Los Angeles | CA | 90010 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $20,000 | ||||
| Alzheimer's Los Angeles | |||||||||||
| 4221 Wilshire Blvd 400 | Los Angeles | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000 | ||||
| The Leukemia & Lymphoma Society | |||||||||||
| 1201 15th Street NW Suite 410 | Washington | DC | 20005 | none | PC | SUPPORT OF CHARITABLE PURPOSE | $75,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,775,640 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $2,500,000 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 Beverly Boulevard Suite 2416 | Los Angeles | CA | 90048 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $25,000,000 |
| Bet Tzedek | |||||||
| 3250 Wilshire Blvd 13th floor | LOS ANGELES | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $200,000 |
| Wilshire Boulevard Temple | |||||||
| 3663 Wilshire Boulevard | Los Angeles | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $100,000 |
| Alzheimer's Los Angeles | |||||||
| 4221 Wilshire Blvd Ste 290-5 | Los Angeles | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $75,000 |
| Hadassah The Women's Zionist | |||||||
| 40 Wall Street | New York | NY | 10005 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $75,000 |
| SANSUM DIABETES RESEARCH INSTITUTE | |||||||
| 5425 Hollister Ave Suite 230 | Santa Barbara | CA | 93111 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $150,000 |
| LOS ANGELES JEWISH HEALTH | |||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $1,000,000 |
| The Leukemia & Lymphoma Society | |||||||
| 1201 15th Street NW Suite 410 | Washington | DC | 20005 | NONE | PC | SUPPORT OF CHARITABLE PURPOSE | $150,000 |
| Discount on Grants Payable | |||||||
| 601 S BRAND BLVD SUITE 203 | SAN FERNANDO | CA | 91340 | none | PC | Discount on Grants Payable | -$1,251,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $27,998,731 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,924,172 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,565,784 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PASS-THROUGH INCOME FOR BOOK | 41 | $2,103,505 |
| UNREALIZED GAIN FOR BOOK | 41 | $22,077,635 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,671,096 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,671,096 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $76,420 | Amt |
| Net Investment Income | $38,210 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,210 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ML INVESTMENT ACCOUNTS | AT COST | $177,296,380 | $177,296,380 |
| ANDMARK INV FUND V | AT COST | $0 | $0 |
| ICONIQ INVESTMENT ACCOUNTS | AT COST | $27,331,561 | $27,331,561 |
| MORGAN STANLEY ACCOUNTS | AT COST | $64,728,948 | $64,728,948 |
| SECURITY DEPOSIT - BRAND AVE | AT COST | $5,100 | $5,100 |
| JP MORGAN INVESTMENT ACCOUNTS | AT COST | $39,704,589 | $39,704,589 |
| VARIOUS PRIVATE INVESTMENTS | AT COST | $1,791,384 | $1,791,384 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,763 | LegalFeesAmt |
| Net Investment Income | $1,881 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,882 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE TO/FROM MCF | $0 | $20,833 | $20,833 |
| DUE TO/FROM FBE | $0 | -$1,273 | -$1,273 |
| DUE TO/FROM MMRO | $0 | -$10,800 | -$10,800 |
| DUE TO/FROM ADMIN TRUST | $142,386 | $142,386 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $623,269 | $623,269 | |
| BANK CHARGES | -$30 | -$15 | -$15 |
| INSURANCE | $21,775 | $10,887 | $10,888 |
| OFFICE EXPENSE | $3,484 | $1,742 | $1,742 |
| RENT | $31,824 | $15,912 | $15,912 |
| HEALTH INSURANCE | $92,934 | $46,467 | $46,467 |
| PAYROLL TAXES | $32,936 | $16,468 | $16,468 |
| PAYROLL PROCESSING FEES | $1,622 | $811 | $811 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (54 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANDMARK INVESTMENT FUND V | -$37,999 | -$37,999 |
| Evolution Technology Fund III | -$14,119 | $7,230 |
| PRIVATE CREDIT PORTFOLIO TE 2021 LP | $27,360 | $5,781 |
| PRIVATE CREDIT PORTFOLIO TE 2022 LP | $27,226 | $1,927 |
| PRIVATE CREDIT PORTFOLIO TE 2023 LP | $20,411 | -$3,849 |
| PRIVATE CREDIT PORTFOLIO TE 2024 LP | $2,624 | $0 |
| GLIDE PATH SOLUTIONS TE 2021 INTER LP | $359,392 | $188,392 |
| GLIDE PATH SOLUTIONS TE 2022 INTER LP | $88,331 | $11,138 |
| PRIVATE DIVERSIFIER PORTFOLIO TE 2021 LP | $25,301 | -$3,783 |
| PRIVATE DIVERSIFIER PORTFOLIO TE 2022 LP | $37,060 | -$2,424 |
| PRIVATE DIVERSIFIER PORTFOLIO TE 2023 LP | $51,956 | -$3,622 |
| PRIVATE DIVERSIFIER PORTFOLIO TE 2024 LP | $7,913 | $0 |
| PRIVATE EQUITY PORTFOLIO TE 2021 LP | $74,890 | -$13,421 |
| PRIVATE EQUITY PORTFOLIO TE 2022 LP | -$1,534 | -$3,340 |
| PRIVATE EQUITY PORTFOLIO TE 2023 LP | $5,368 | -$3,593 |
| REAL ESTATE PORTFOLIO TE 2021 LP | $22,020 | $24,567 |
| REAL ESTATE PORTFOLIO TE 2022 LP | $15,984 | -$1,051 |
| REAL ESTATE PORTFOLIO TE 2023 LP | $3,088 | -$3,622 |
| REAL ESTATE PORTFOLIO TE 2024 LP | -$2,726 | $0 |
| REAL ASSETS PORTFOLIO TE 2021 LP | $24,647 | -$6,796 |
| REAL ASSETS PORTFOLIO TE 2022 LP | $31,157 | $9,434 |
| REAL ASSETS PORTFOLIO TE 2023 LP | $31,962 | -$3,787 |
| REAL ASSETS PORTFOLIO TE 2024 LP | -$3,372 | -$1,819 |
| VENTURE CAPITAL PORTFOLIO TE 2021 LP | -$3,298 | -$13,768 |
| VENTURE CAPITAL PORTFOLIO TE 2022 LP | $35,244 | -$5,812 |
| VENTURE CAPITAL PORTFOLIO TE 2023 LP | $19,673 | -$2,704 |
| VENTURE CAPITAL PORTFOLIO TE 2023 LP | -$1,040 | $0 |
| CO-INVESTMENT PORTFOLIO TE 2021 LP | $111,270 | -$3,163 |
| CO-INVESTMENT PORTFOLIO TE 2022 LP | $60,658 | $3,080 |
| CO-INVESTMENT PORTFOLIO TE 2023 LP | $58,683 | -$11,848 |
| CO-INVESTMENT PORTFOLIO TE 2024 LP | -$4,766 | $0 |
| SECONDARIES PORTFOLIO TE 2023 LP | $37,542 | -$6,085 |
| SECONDARIES PORTFOLIO TE 2024 LP | -$2,056 | $0 |
| ABSOLUTE RETURN | $95,590 | $0 |
| TACTICAL OPPORTUNITIES PORTFOLIO TE 2022 | $64,990 | -$7,233 |
| EMERGING MARKETS PORTFOLIO | $117,267 | $0 |
| FIXED INCOME PLUS FEEDER PORTFOLIO, LP | $409,094 | $49,883 |
| ICONIQ Strategic PARTNERS VII FO-B | -$342 | $0 |
| ICONIQ Strategic PARTNERS VII-B LP | -$4,020 | $0 |
| BREP EUROPE VI REAL ESTATE | -$15,207 | -$8,022 |
| KKR NORTH AMERICAN FUND | -$4,301 | $0 |
| STONEPEAK GLOBAL FUND | -$996 | $0 |
| AX GLOBAL ACCESS FUND | -$1,653 | $0 |
| BREP IX COMMERCIAL | -$7,349 | $0 |
| BREP X OFFSHORE | -$13,597 | $0 |
| LEXINGTON CAPITAL | $1,980 | $0 |
| OAK STREET REAL ESTATE FUND VI | -$17,181 | $6,546 |
| ARES SPECIAL OPPORTUNITIES | -$6,210 | $0 |
| BX TACTICAL | $1,472 | $0 |
| North Haven Private EQ | -$24,344 | $0 |
| APAX Fund | $415,923 | $0 |
| Franklin Ventures Investments, L.P. | -$61 | $0 |
| PE Premier Vista Equity | -$16,400 | $0 |
| Unrealized Gain | $22,077,635 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CASH PAID ON MULTI-YEAR GRANTS | $14,568,237 |
| CY DIV. TREATED AS NON-DIV. DIST. | $939,420 |
| PY DIV. TREATED AS NON-DIV. DIST. | $1,407,318 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSIDE SERVICES | CategoryTxt |
| Amt | $14,465 | Amt |
| Net Investment Income | $7,233 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,232 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FRANCHISE TAX BOARD | $25 | $25 |
| FEDERAL | $200,000 | |
| FOREIGN TAXES | $98,090 | $98,090 |