OTIS BOOTH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OTIS BOOTH FOUNDATION (EIN 95-6140019)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-10-14
- IRS object ID
- 202022889349101227
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-14T16:55:45-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH HOPE STREET SUITE 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956140019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OTIS BOOTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OTIS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PALMER MURRAY | PersonNm |
| Person Title | VP & TREASURER | PersonTitleTxt |
| Phone | 3104712575 | PhoneNum |
| Signature | 2020-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY M WYLIE | PreparerPersonNm |
| PTIN | P00241767 | PTIN |
| Phone | 2135932300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.156.130.8 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-14 | IPDt |
| IP Tm | 16:24:53 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C4DA8A8A8CC3632B585FF81BDCC64FAD22DEC06C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $185,453,328 | 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 | $97 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,874,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,050,053 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,219,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,566,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,295,486 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $535,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$52,703 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,629,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,292,933 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $150,156 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $75,078 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $81,344 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $534,159 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $534,159 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $188,340 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,874 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,393 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $212,594 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,340 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $884,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $824,705 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88,844 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,177,773 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,627,055 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,061,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $824,705 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,715,899 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,432,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,468,228 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,294,644 | CashBOYAmt |
| Cash EOY | $1,710,272 | CashEOYAmt |
| Cash EOYFMV | $1,710,272 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $8,766 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $75,881 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $75,881 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $150,435,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $146,971,861 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $146,971,861 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $39,677,127 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,695,314 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,695,314 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $191,416,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $185,453,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $185,453,328 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $99,315 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $111,099 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,956,059 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,506,777 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,516,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $981,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,571,374 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,598,876 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $184,844,835 | CapitalStockBOYAmt |
| Capital Stock EOY | $177,854,452 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $184,844,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $177,854,452 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $191,416,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $185,453,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $184,844,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,432,810 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $183,412,025 | SubtotalAmt |
| Other Decreases | $5,557,573 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $177,854,452 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIDELITY - CAPITAL GAIN DISTRIBUTION | 2018-12-01 | 2019-11-30 | $1,164,170 | $1,164,170 | $1,164,170 | ||
| PUBLICLY TRADED SECURITIES | 2018-12-01 | 2019-11-30 | $783,622 | $46,018 | $46,018 | $737,604 | |
| PUBLICLY TRADED SECURITIES | 2018-12-01 | 2019-11-30 | $13,264,769 | $5,008,878 | $5,008,878 | $8,255,891 | |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | 2018-12-01 | 2019-11-30 | -$974 | -$974 | $974 | P | |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | 2018-12-01 | 2019-11-30 | -$1,461 | -$1,461 | $1,461 | P | |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | 2018-12-01 | 2019-11-30 | $65,573 | $65,573 | $65,573 | P | |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | 2018-12-01 | 2019-11-30 | $101,661 | $101,661 | $101,661 | P | |
| FROM K-1 - BLACKSTONE TACTICAL OPPORTUNITIES FUND LP | 2018-12-01 | 2019-11-30 | $127,707 | $127,707 | $127,707 | P | |
| FROM K-1 - BLACKSTONE TACTICAL OPPORTUNITIES FUND (CAYMAN) LP | 2018-12-01 | 2019-11-30 | $58,842 | $58,842 | $58,842 | P | |
| LIQUIDATION OF SJC OFFSHORE | 2018-12-01 | 2019-11-30 | -$274,928 | -$274,928 | $274,928 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,295,486 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,962,306 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $191,449,547 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057260 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,359,931 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $189,284,346 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054732 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,387,304 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $175,286,409 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064964 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,619,317 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $190,718,586 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066167 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,748,682 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $193,917,578 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050272 | DistributionYr5Rt |
| Total Distribution | 0.293395 | TotalDistributionRt |
| Average Distribution | 0.058679 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $180,347,174 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,582,592 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $84,682 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,667,274 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,715,899 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $169,365 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $169,365 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $169,365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $245,881 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $320,881 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $151,516 | OverpaymentAmt |
| Applied To ES Tax | $151,516 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LYNN A BOOTH | IndividualWithBooksNm |
| Phone | 3104712575 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO RD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LYNN A BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | PRESIDENT & TTEE | 4.00 | $0 | $0 | $0 |
| PALMER N MURRAY | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, TREAS., ASSIST. SEC & | 4.00 | $0 | $0 | $0 |
| LOREN BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, SEC. & TTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOURDMURRAY | |||||
| 9777 WILSHIRE BLVD SUITE 1018 | BEVERLY HILLS | CA | 90212 | INVESTMENT ADVISORY SERVICES | $506,556 |
| ANDERSEN TAX LLC | |||||
| 400 S HOPE STREET SUITE 1000 | LOS ANGELES | CA | 90071 | TAX & ACCOUNTING | $151,888 |
| 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 | $140,445,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,878,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $38,769,828 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $183,093,578 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $183,093,578 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,746,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $180,347,174 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,017,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,017,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $169,365 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,826 | IncomeTaxAmt |
| Total Tax | $172,191 | TotalTaxAmt |
| Distributable Before Adj | $8,845,168 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,845,168 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,845,168 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,715,899 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,715,899 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,715,899 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,845,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $158,860 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,189,570 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,747,705 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,165,568 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,535,881 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,797,584 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,715,899 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,715,899 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $129,269 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $129,269 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,668,315 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $29,591 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,638,724 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,189,570 | ExcessFromYear4Amt |
| Excess From Year3 | $2,747,705 | ExcessFromYear3Amt |
| Excess From Year2 | $1,165,568 | ExcessFromYear2Amt |
| Excess From Year1 | $1,535,881 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1887 FUND | ||||||||
| 1158 26TH STREET SUITE 876 | SANTA MONICA | CA | 90403 | N/A | PC | TO SUPPORT A DOCUMENTARY FILM ON RESTORATION OF VETERANS AFFAIRS WEST LA. | $30,000 | |
| ALL SAINTS CHURCH | ||||||||
| 504 NORTH CAMDEN DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT FOR THE CHURCH. | $200,000 | |
| ANGELS IN FUR DOG RESCUE | ||||||||
| 18039 CHATSWORTH STREET | GRANADA HILLS | CA | 91344 | N/A | PC | TO SUPPORT THIS DOG RESCUE ORGANIZATION DEDICATED TO RESCUING, REHABILITATING AND RESTORING DOGS TO LOVING HOMES. | $20,000 | |
| ASPCA | ||||||||
| 520 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | TO SAVE ANIMALS IN THE LOS ANGELES AREA. | $25,000 | |
| BALLET SUN VALLEY INC | ||||||||
| PO BOX 555 | SUN VALLEY | ID | 83353 | N/A | PC | TO PROMOTE AND SHARE THE ART OF BALLET. | $25,000 | |
| BALLET THEATRE FOUNDATION INC | ||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH IS DEDICATED TO PRESERVING AND EXTENDING THE GREAT LEGACY OF CLASSICAL DANCING. | $5,000 | |
| BELLS OF FREEDOM | ||||||||
| C/O LOUIS MCKAY 12750 CARMEL | SAN DIEGO | CA | 92130 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH IS CONNECTING CIVILIANS TO MILITARY FOR THE PURPOSE OF FINANCIAL AND EMOTIONAL SUPPORT. | $10,000 | COUNTRY ROAD STE 103 |
| BEYOND TYPE 1 | ||||||||
| 1001 LAUREL STREET SUITE B | SAN CARLOS | CA | 94070 | N/A | PC | TO EDUCATE, ADVOCATE AND CURE TYPE 1 DIABETES. | $25,000 | |
| BOYS AND GIRLS CLUB OF FRESNO COUNTY | ||||||||
| 540 N AUGUSTA | FRESNO | CA | 93701 | N/A | PC | TO SUPPORT THIS PROGRAM TO ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, AND RESPONSIBLE CITIZENS. | $75,000 | |
| BROWN UNIVERSITY | ||||||||
| GIFT CASHIER 164 ANGELL STREET 2ND | PROVIDENCE | RI | 02906 | N/A | PC | TO SUPPORT THE BROWN UNIVERSITY ANNUAL FUND. | $250,000 | FLOOR |
| CAL POLY STATE UNIVERSITY FOUNDATION | ||||||||
| 1 GRAND AVE | SAN LUIS OBISPO | CA | 93407 | N/A | PC | TO SUPPORT THE JG BOSWELL AGRICULTURAL TECH CENTER FUND. | $500,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BLVD MC 204-31 | PASADENA | CA | 91125 | N/A | PC | TO SUPPORT ENGINEERING AND APPLIED SCIENCE PROGRAMS. | $50,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BLVD MC 204-31 | PASADENA | CA | 91125 | N/A | PC | 2ND INSTALLMENT OF 3 FOR THE BOOTH-KRESA LEADERSHIP CHAIR ENDOWMENT PLEDGE. | $555,555 | |
| CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION | ||||||||
| 5010 N WOODROW AVE | FRESNO | CA | 93740 | N/A | PC | TO SUPPORT THE LYLES CENTER FOR INNOVATION AND ENTREPRENEURSHIP AT THIS SCHOOL. | $20,000 | |
| CATE SCHOOL | ||||||||
| 1960 CATE MESA ROAD | CARPINTERIA | CA | 93013 | N/A | PC | FINAL INSTALLMENT OF $5 MILLION PLEDGE TO SUPPORT THE CONSTRUCTION OF NEW DINING COMMONS AND STUDENT CENTER ON CAMPUS. | $1,000,000 | |
| CENTER THEATRE GROUP | ||||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH PRODUCES AND PRESENTS THEATRE OF THE HIGHEST CALIBER, BY NURTURING NEW ARTISTS, ATTRACTING NEW AUDIENCES, YOUTH OUTREACH AND ARTS EDUCATION PROGRAMS. | $20,000 | |
| CHAPMAN UNIVERSITY | ||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 928669914 | N/A | PC | TO SUPPORT THE SCHOOL WHICH EMPHASIZES THE INTERDISCIPLINARY STUDY OF THE ARTS AND SCIENCES, AS WELL AS PROFESSIONAL PROGRAMS. | $100,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | N/A | PC | TO SUPPORT PHYSICIANS AND SCIENTISTS' RESEARCH INTO DISEASES AND DISORDERS PRIMARILY AFFECTING CHILDREN. | $50,000 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 2121 W TEMPLE ST | LOS ANGELES | CA | 90026 | N/A | PC | TO SUPPORT A PROGRAM TO HELP CHILDREN IN LOS ANGELES' MOST CHALLENGED COMMUNITIES HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE. | $10,000 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 2121 W TEMPLE ST | LOS ANGELES | CA | 90026 | N/A | PC | TO SUPPORT A PROGRAM TO HELP CHILDREN IN LOS ANGELES' MOST CHALLENGED COMMUNITIES HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE. | $12,500 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 2121 W TEMPLE ST | LOS ANGELES | CA | 90026 | N/A | PC | TO SUPPORT A PROGRAM TO HELP CHILDREN IN LOS ANGELES' MOST CHALLENGED COMMUNITIES HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE. | $50,000 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 2121 W TEMPLE ST | LOS ANGELES | CA | 90026 | N/A | PC | TO SUPPORT A PROGRAM TO HELP CHILDREN IN LOS ANGELES' MOST CHALLENGED COMMUNITIES HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE. | $15,000 | |
| CITY YEAR LOS ANGELES | ||||||||
| 606 S OLIVE 2ND FLOOR | LOS ANGELES | CA | 90014 | N/A | PC | TO PARTNER WITH SCHOOL DISTRICTS AND WORK IN SCHOOLS WITH INDIVIDUAL STUDENTS WHO ARE AT-RISK OF DROPPING OUT. | $50,000 | |
| COMMUNITY PARTNERS FOR READY TO SUCCEED LA | ||||||||
| LOCKBOX 741265 2706 MEDIA CENTER DR | LOS ANGELES | CA | 900651733 | N/A | PC | TO EMPOWER AND SUPPORT FOSTER YOUTH IN COLLEGE TO GRADUATE AND LAUNCH SUCCESSFUL CAREERS. | $5,000 | |
| CURTIS SCHOOL | ||||||||
| 15871 MULHOLLAND DRIVE | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT THE MISSION OF THE SCHOOL WHICH IS "TO DEVELOP, IN EVERY CHILD, A SOUND MIND IN A SOUND BODY GOVERNED BY A COMPASSIONATE HEART." | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | TO PROVIDE MEDICAL AID WHERE IT'S NEEDED MOST--INDEPENDENT, NEUTRAL, IMPARTIAL. | $5,000 | |
| DOLORES MISSION | ||||||||
| 170 SOUTH GLESS STREET | LOS ANGELES | CA | 90033 | N/A | PC | TO PROVIDE SERVICES WHICH HELP PARISHIONERS, STUDENTS AND ITS COMMUNITY TO PROVIDE SAFETY, SUPPORT, QUALITY EDUCATION AND HOPE. | $10,000 | |
| EQUINE ADVOCATES INC | ||||||||
| C/O KAREN WAGNER 3212 STATE ROUTE | VALATIE | NY | 12184 | N/A | PC | TO RESCUE, PROTECT, AND PREVENT THE ABUSE OF HORSES. | $25,000 | 66 |
| EQUINE ADVOCATES INC | ||||||||
| C/O KAREN WAGNER 3212 STATE ROUTE | VALATIE | NY | 12184 | N/A | PC | TO RESCUE, PROTECT, AND PREVENT THE ABUSE OF HORSES. | $10,000 | 66 |
| EQUINE ADVOCATES INC | ||||||||
| C/O KAREN WAGNER 3212 STATE ROUTE | VALATIE | NY | 12184 | N/A | PC | TO RESCUE, PROTECT, AND PREVENT THE ABUSE OF HORSES. | $50,000 | 66 |
| FRIENDS OF ORANGE COVE ANIMAL SHELTER | ||||||||
| 808 2ND STREET | ORANGE COVE | CA | 93646 | N/A | PC | TO BUILD AND MAINTAIN A NO-KILL SHELTER FOR DOGS. | $5,000 | |
| GANNA WALSKA LOTUSLAND | ||||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT THE GARDEN'S PHILOSOPHIES WHICH ADDRESS ECOLOGY AND PROMOTE THE HEALTH OF THE INDIVIDUAL PLANTS AND THE BOTANIC GARDEN AS A WHOLE. | $20,000 | |
| GIRL SCOUTS OF CENTRAL CALIFORNIA SOUTH | ||||||||
| 1377 WEST SHAW AVE | FRESNO | CA | 93711 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH STRIVES TO BUILD GIRLS OF COURAGE, CONFIDENCE, AND CHARACTER, WHO MAKE THE WORLD A BETTER PLACE. | $10,000 | |
| HARVARD-WESTLAKE SCHOOL | ||||||||
| 700 N FARING ROAD | LOS ANGELES | CA | 90077 | N/A | PC | TO SUPPORT THIS CO-EDUCATIONAL PREPARATORY DAY SCHOOL. | $25,000 | |
| HIGHER GROUND LOS ANGELES | ||||||||
| 520 SOUTH GRAND AVENUE SUITE 370 | LOS ANGELES | CA | 90071 | N/A | PC | TO ENRICH THE LIVES OF PEOPLE WITH DISABILITIES THROUGH SPORTS AND RECREATION. | $10,000 | |
| HIGHER GROUND LOS ANGELES | ||||||||
| 520 SOUTH GRAND AVENUE SUITE 370 | LOS ANGELES | CA | 90071 | N/A | PC | TO ENRICH THE LIVES OF PEOPLE WITH DIABILITIES THROUGH SPORTS AND RECREATION. | $50,000 | |
| HIGHER GROUND LOS ANGELES | ||||||||
| 520 SOUTH GRAND AVENUE SUITE 370 | LOS ANGELES | CA | 90071 | N/A | PC | TO ENRICH THE LIVES OF PEOPLE WITH DIABILITIES THROUGH SPORTS AND RECREATION. | $50,000 | |
| HIGHER GROUND LOS ANGELES | ||||||||
| 520 SOUTH GRAND AVENUE SUITE 370 | LOS ANGELES | CA | 90071 | N/A | PC | TO ENRICH THE LIVES OF PEOPLE WITH DIABILITIES THROUGH SPORTS AND RECREATION. | $11,500 | |
| HIGHER GROUND SUN VALLEY | ||||||||
| 160 7TH STREET W SUITE 2C | KETCHUM | ID | 83340 | N/A | PC | TO ENRICH THE LIVES OF PEOPLE WITH DISABILITIES THROUGH SPORTS AND RECREATION. | $50,000 | |
| HILLSIDES | ||||||||
| 815 COLORADO BLVD SUITE 300 | PASADENA | CA | 90041 | N/A | PC | TO SUPPORT THE NEW CHILDREN'S SWIMMING POOL COMPLEX AND RELATED RECREATIONAL SPORTS PROGRAMS. | $125,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH PROVIDES HOPE, TRAINING, AND SUPPORT TO FORMERLY GANG-INVOLVED AND PREVIOUSLY INCARCERATED MEN AND WOMEN. | $20,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 11500 W OLYMPIC BLVD SUITE 608 | LOS ANGELES | CA | 90064 | N/A | PC | TO DEFEND THE RIGHTS OF PEOPLE IN 90 COUNTRIES WORLDWIDE, SPOTLIGHTING ABUSES AND BRINGING PERPETRATORS TO JUSTICE. | $10,000 | |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | ||||||||
| 686 SOUTH FAIR OAKS AVE | PASADENA | CA | 91105 | N/A | PC | TO IMPROVE LIVES THROUGH PATIENT-FOCUSED SCIENTIFIC RESEARCH. | $50,000 | |
| HUNTINGTON MEMORIAL HOSPITAL | ||||||||
| 100 W CALIFORNIA BLVD PO BOX 7013 | PASADENA | CA | 91109 | N/A | PC | TO SUPPORT THIS ORGANIZATION'S INTERNAL MEDICINE RESIDENCY PROGRAM WHICH TRAINS POSTGRADUATE STUDENTS. | $25,000 | |
| J2 FARMS | ||||||||
| 16480 VALLEY RANCH ROAD | CANYON COUNTRY | CA | 91387 | N/A | PC | TO SUPPORT THE HORSE RESCUE PROGRAM. | $100,000 | |
| JERICHO ROAD PASADENA | ||||||||
| 75 SOUTH GRAND AVE | PASADENA | CA | 91105 | N/A | PC | TO MATCH TALENTS OF VOLUNTEERS WITH NEEDS OF COMMUNITY BASED NON-PROFITS. | $5,000 | |
| JOHN THOMAS DYE SCHOOL | ||||||||
| 11414 CHALON ROAD | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT THIS INDEPENDENT PRIVATE COEDUCATIONAL NONSECTARIAN ELEMENTARY DAY SCHOOL. | $20,000 | |
| KECK MEDICINE OF USC | ||||||||
| USC 1975 ZONAL AVE KAM 300 | LOS ANGELES | CA | 900339034 | N/A | PC | TO SUPPORT DR. HATCH'S RESEARCH IN SPORTS MEDICINE. | $25,000 | |
| KINGS RIVER CONSERVANCY | ||||||||
| PO BOX 1550 | REEDLEY | CA | 93654 | N/A | PC | TO FOSTER COMMUNITY INVOLVEMENT AND EDUCATION REGARDING ENVIRONMENTAL VALUES, CONSERVATION AND PUBLIC ACCESS FOR RECREATION ALONG THE KINGS RIVER CORRIDOR. | $17,500 | |
| KIPP LA SCHOOLS | ||||||||
| 4800 E CESAR CHAVEZ AVE | LOS ANGELES | CA | 90022 | N/A | PC | TO SUPPORT THIS PROGRAM THAT TEACHES ACADEMIC SKILLS, FOSTERS INTELLECTUAL HABITS, AND CULTIVATES GOOD CHARACTER TRAITS. | $50,000 | |
| LEARNING LAB VENTURES | ||||||||
| C/O MEGAN AUBREY 840 N AVENUE 66 | LOS ANGELES | CA | 90042 | N/A | PC | TO SUPPORT THE DISRUPTION OF GENERATIONAL POVERTY THROUGH INTENSIVE AFTER SCHOOL EDUCATION AND ENRICHMENT PROGRAMMING. | $10,000 | |
| LOS ANGELES OPERA | ||||||||
| 135 NORTH GRAND AVE SUITE 327 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT BRINGING WORLD CLASS OPERA TO THE STAGE. | $50,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT ONE OF THE WORLD'S OUTSTANDING ORCHESTRAS WHICH IS LEADING THE WAY IN GROUND-BREAKING PROGRAMMING. | $50,000 | |
| LYFORD CAY CLUB CHARITABLE TRUST | ||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 330733602 | N/A | PC | TO SUPPORT INTERNATIONAL DEVELOPMENT AND RELIEF SERVICES, WHICH INCLUDE HURRICANE ASSISTANCE TO THE POOR AND PARK DEVELOPMENT. | $25,000 | |
| MARINERS CHRISTIAN SCHOOL | ||||||||
| 300 FISCHER AVENUE | COSTA MESA | CA | 92626 | N/A | PC | TO SUPPORT THIS SCHOOL TO BUILD A FIRM FOUNDATION THROUGH CHRIST-CENTERED EDUCATION IN THE HEART AND MIND OF EACH CHILD. | $25,000 | |
| MARLBOROUGH SCHOOL | ||||||||
| 250 SOUTH ROSSMORE AVE | LOS ANGELES | CA | 90004 | N/A | PC | TO SUPPORT THIS SCHOOL FOR GIRLS TO DELIVER A SUPERIOR COLLEGE PREPARATORY EDUCATION IN AN ENVIRONMENT IMBUED WITH HIGH ETHICAL VALUES. | $25,000 | |
| MOUNTAIN HUMANE | ||||||||
| 100 CROY CREEK ROAD | HAILEE | ID | 83333 | N/A | PC | TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY BY CONNECTING ANIMALS AND PEOPLE. | $5,000 | |
| MUSIC CENTER | ||||||||
| 135 NORTH GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH MAKES QUALITY ARTS EDUCATION PART OF THE CORE CURRICULUM FOR ALL SCHOOLS IN LOS ANGELES COUNTY. | $150,000 | |
| NEW YORK SCHOOL OF INTERIOR DESIGN | ||||||||
| 170 EAST 70TH STREET | NY | NY | 10021 | N/A | PC | TO SUPPORT THE SCHOOL'S UNDERGRADUATE AND GRADUATE PROGRAMS IN DESIGN OF INTERIOR SPACES. | $10,000 | |
| NEWPORT HARBOR EDUCATIONAL FOUNDATION | ||||||||
| 600 IRVINE AVE | NEWPORT BEACH | CA | 92663 | N/A | PC | TO SUPPORT THIS PROGRAM BY PROVIDING FREE TUTORING, CAREER MENTORING, AND PROFESSIONAL DEVELOPMENT OF TEACHERS. | $25,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | N/A | PC | TO SUPPORT THE PROTECTION OF OUR CONSTITUTION, LIMITED GOVERNMENT, AND A BALANCED APPROACH TO ENVIRONMENTAL REGULATIONS. | $150,000 | |
| PETERSEN AUTOMOTIVE MUSEUM FOUNDATION | ||||||||
| 6060 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | N/A | PC | 1ST INSTALLMENT OF $5 MILLION DOLLAR PLEDGE TO FUND THE PETERSEN AUTOMOTIVE MUSEUM. | $2,000,000 | |
| PIN OAK CHARITY HORSE SHOW (DBA GSEF) | ||||||||
| 2501 S MASON ROAD SUITE 100 | KATY | TX | 77450 | N/A | SO | TO SUPPORT THE TEXAS CHILDREN'S HOSPITAL. | $25,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 W 30TH STREET | LOS ANGELES | CA | 90007 | N/A | PC | TO PROVIDE HIGH-QUALITY, AFFORDABLE, AND COMPREHENSIVE REPRODUCTIVE HEALTH CARE TO THE COMMUNITIES THROUGHOUT LOS ANGELES COUNTY. | $25,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD SUITE 552 | SHERMAN OAKS | CA | 91403 | N/A | PC | TO CREATE VIDEOS ON VARIOUS POLITICAL, ECONOMIC AND PHILOSOPHICAL TOPICS FROM AN AMERICAN CONSERVATIVE OR RIGHT-WING PERSPECTIVE. | $20,000 | |
| PRESBYTERIAN SCHOOL | ||||||||
| 40 OAKDALE STREET | HOUSTON | TX | 77006 | N/A | PC | TO SUPPORT FAMILY, SCHOOL, AND CHURCH UNITED IN THE EDUCATION AND SUPPORT OF EACH CHILD. | $20,000 | |
| PROJECT K9 HERO | ||||||||
| 535 GRISWORLD ST SUITE 111-105 | DETROIT | MI | 48226 | N/A | PC | TO ENSURE THE BEST QUALITY OF LIFE FOR OUR NATION'S RETIRED MILITARY AND POLICE WORKING DOGS BY HELPING WITH MEDICAL COSTS, FOOD, AND END OF DUTY SERVICES. | $5,000 | |
| PROTECT THE HARVEST | ||||||||
| 480 SOUTHPOINT CIRCLE | BROWNSBURG | IN | 46112 | N/A | PC | TO DEFEND AND PRESERVE THE FREEDOMS OF AMERICAN CONSUMERS, FARMERS, RANCHERS, OUTDOOR ENTHUSIASTS, AND ANIMAL OWNERS. | $25,000 | |
| READY TO SUCCEED | ||||||||
| 1514 17TH STREET SUITE 205 | SANTA MONICA | CA | 90404 | N/A | PC | TO CONNECT CURRENT AND FORMER FOSTER YOUTH WITH CAREER ACCESS AND OPPORTUNITIES TO INCREASE THEIR POTENTIAL TO GRADUATE AND SECURE FULL TIME JOBS. | $100,000 | |
| REINING HORSE FOUNDATION | ||||||||
| 3021 W RENO AVENUE | OKLAHOMA CITY | OK | 73107 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH CARES FOR THE REINING COMMUNITY AND HONORING THE SPORT'S LEGACY. | $10,000 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | ||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | N/A | PC | TO PROVIDE LEADERSHIP AND PHILANTHROPIC SUPPORT TO PROVIDENCE SAINT JOHN'S HEALTH CENTER, JOHN WAYNE CANCER INSTITUTE AND PACIFIC NEUROSCIENCE INSTITUTION. | $10,000 | |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||||
| 2559 PUESTA DEL SOL ROAD | SANTA BARBARA | CA | 93105 | N/A | PC | TO SUPPORT THIS MUSEUM OF NATURAL HISTORY WHICH ENCOURAGES DISCOVERY AND SUSTAINABILITY, AND CONNECTS COMMUNITIES. | $20,000 | |
| SHORE COUNTRY DAY SCHOOL | ||||||||
| 545 CABOT STREET | BEVERLY | MA | 01915 | N/A | PC | TO SUPPORT THE SCHOOL'S SCIENCE AND ART INTEGRATED LEARNING PROGRAMS. | $20,000 | |
| SIRE INC | ||||||||
| 24161 SPRING DR | HOCKLEY | TX | 77447 | N/A | PC | TO SUPPORT THE THERAPEUTIC RIDING PROGRAM. | $25,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| PO BOX 93845 | PASADENA | CA | 91109 | N/A | PC | TO SUPPORT IN DEPTH JOURNALISM REGARDING VETERAN AND MILITARY ISSUES. | $10,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||
| 100 HOSPITAL DRIVE | KETCHUM | ID | 83340 | N/A | PC | TO ADVANCE INNOVATIVE PROGRAMS AND SERVICES THAT FUNDAMENTALLY IMPROVE THE HEALTH CARE EXPERIENCES OF THOSE SERVED BY ST. LUKE'S MEDICAL CENTER. | $10,000 | |
| STANFORD UNIVERSITY (HOOVER INSTITUTION) | ||||||||
| STANFORD UNIVERSITY 434 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH SEEKS TO IMPROVE THE HUMAN CONDITION BY ADVANCING IDEAS THAT PROMOTE ECONOMIC OPPORTUNITY AND PROSPERITY. | $10,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | TO SUPPORT THE STANFORD FUND FOR UNDERGRADUATE EDUCATION. | $50,000 | |
| SUN VALLEY CREATIVE ARTS CENTER INC | ||||||||
| 191 FIFTH STREET E | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHOSE MISSION IS TO ENRICH THE COMMUNITY THROUGH ARTS AND EDUCATION. | $5,000 | |
| SUN VALLEY SKI ACADEMY | ||||||||
| ATTN DEVELOPMENT DEPATMENT ONE | SUN VALLEY | ID | 83353 | N/A | PC | TO PROVIDE OUTSTANDING ACADEMICS, OUTDOOR PROGRAM AND A WELL-ROUNDED EXPERIENCE TO PREPARE GRADUATES TO LEAD IMPACTFUL AND PURPOSEFUL LIVES. | $10,000 | COMMUNITY SCHOOL DRIVE |
| SUN VALLEY WRITERS CONFERENCE INC | ||||||||
| C/O MARCIA MODE-STAVROS 28 SYLVAN | MONTEREY | CA | 93940 | N/A | PC | TO INVITE READERS AND WRITERS INTO A REALM OF INTELLECTUAL INTIMACY TO BE EDUCATED, ENLIGHTENED, CHALLENGED, AND INSPIRED. | $10,000 | ROAD HOUSE D |
| TEXAS HEART INSTITUTE | ||||||||
| 6770 BERTNER AVE MC 3-116 SUITE | HOUSTON | TX | 77030 | N/A | PC | TO REDUCE THE DEVASTATING TOLL OF CARDIOVASCULAR DISEASE THROUGH INNOVATIVE PROGRAMS IN RESEARCH, EDUCATION AND IMPROVED PATIENT CARE. | $25,000 | C550 |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE DAY TO DAY LIFE OF STUDENTS/FACULTY AND MAINTAIN THE CAMPUS. | $50,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE DAY TO DAY LIFE OF STUDENTS/FACULTY AND MAINTAIN THE CAMPUS. | $200,000 | |
| THE COLLEAGUES | ||||||||
| 470 WARNER AVENUE | LOS ANGELES | CA | 90024 | N/A | PC | TO SUPPORT THIS NON-PROFIT SMALL GROUP OF WOMEN WHO RAISE FUNDS FOR CHILDREN'S INSTITUTE INC. | $50,000 | |
| THE COLLEAGUES | ||||||||
| 470 WARNER AVENUE | LOS ANGELES | CA | 90024 | N/A | PC | TO SUPPORT THIS NON-PROFIT SMALL GROUP OF WOMEN WHO RAISE FUNDS FOR CHILDREN'S INSTITUTE INC. | $50,000 | |
| THE COLLEAGUES | ||||||||
| 470 WARNER AVENUE | LOS ANGELES | CA | 90024 | N/A | PC | TO SUPPORT THIS NON-PROFIT SMALL GROUP OF WOMEN WHO RAISE FUNDS FOR CHILDREN'S INSTITUTE INC. | $5,000 | |
| THE DALTON SCHOOL | ||||||||
| 108 EAST 89TH ST | NEW YORK | NY | 10130 | N/A | PC | TO SUPPORT SCHOOL WHICH IS A DIVERSE COMMUNITY COMMITTED TO A TRADITION OF LIFE-LONG LEARNING AND EDUCATIONAL INNOVATION. | $250,000 | |
| THE HUNTINGTON LIBRARY | ||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | N/A | PC | TO SUPPORT THE ONGOING DEVELOPMENT OF "THE RANCH" - A PUBLICLY ACCESSIBLE LANDSCAPE ON THE GROUNDS. | $25,000 | |
| THE LIBRARY FOUNDATION OF LOS ANGELES | ||||||||
| 630 WEST FIFTH STREET | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT THE LOS ANGELES PUBLIC LIBRARY. | $5,000 | |
| THE RAND CORPORATION | ||||||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 90407 | N/A | PC | TO SUPPORT A NONPROFIT INSTITUTION THAT HELPS IMPROVE POLICY AND DECISION-MAKING THROUGH RESEARCH AND ANALYSIS. | $10,000 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 90403 | N/A | PC | TO SUPPORT COUNSELING AND TO ADVOCATE FOR ABUSE VICTIMS. | $10,000 | |
| THE RICHARDSON CENTER FOR GLOBAL ENGAGEMENT | ||||||||
| 216 WASHINGTON AVE SUITE 1 | SANTA FE | NM | 87501 | N/A | PC | TO PROMOTE GLOBAL PEACE AND DIALOGUE BY IDENTIFYING AND WORKING WITH COUNTRIES AND COMMUNITIES NOT USUALLY OPEN TO MORE FORMAL DIPLOMATIC CHANNELS. | $5,000 | |
| THE SEMINAR NETWORK TRUST | ||||||||
| 2300 WILSON BLVD SUITE 500 | ARLINGTON | VA | 22201 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH SAYS THEIR MISSION IS TO ADVOCATE FOR POLICIES THAT WILL PRESERVE THE FREEDOM AND PROSPERITY OF VETERANS AND THEIR FAMILIES. | $100,000 | |
| THE TEEN PROJECT | ||||||||
| PO BOX 692 | SUN VALLEY | CA | 91353 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH PROVIDES AT-RISK TEENS RESOURCES AND SUPPORT BY PROVIDING SAFE HOUSING, FINANCIAL SUPPORT TOWARDS A GOOD LIFE. | $50,000 | |
| THE UCLA FOUNDATION BEREAVEMENT FUND 64493O | ||||||||
| UCLA MATTEL CHILDRENS HOSPITAL 650 | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT THE HOSPITAL AND ITS WORK AS THEY CARE FOR THE PHYSICAL AND EMOTIONAL WELL BEING OF CHILDREN. | $50,000 | CHARLES E YOUNG DRIVE SOUTH STE 12- |
| THE UCLA FOUNDATION FUND 616500 | ||||||||
| 10945 LE CONTE AVE STE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | TO RESEARCH NEW AND BETTER TREATMENTS FOR GYNECOLOGIC CANCERS. | $50,000 | |
| THE UCLA FOUNDATION FUND 64186O | ||||||||
| ATTN PARTY ON THE PIER 650 CHARLES | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT THE HOSPITAL AND ITS WORK AS THEY CARE FOR THE PHYSICAL AND EMOTIONAL WELL BEING OF CHILDREN. | $5,000 | E YOUNG DRIVE SOUTH SUITE 12-260 |
| THRIVE ANIMAL RESCUE | ||||||||
| 13875 OLD EL CAMINO REAL | SAN DIEGO | CA | 92130 | N/A | PC | THEIR MISSION IS TO SAVE ABANDONED DOGS FROM THE LONELINESS OF SHELTER LIFE AND PLACE THEM INTO LOVING FAMILIES AND FOREVER HOMES. | $15,000 | |
| TIGER WOODS FOUNDATION | ||||||||
| 121 INNOVATION DRIVE SUITE 150 | IRVINE | CA | 92617 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH ENSURES THAT EVERY STUDENT GETS THE OPPORTUNITY TO ATTEND COLLEGE. | $25,000 | |
| UC REGENTS (UC SANTA BARBARA) | ||||||||
| ATTN SANDY ROBERTSON UCSB 5221 | SANTA BARBARA | CA | 93101 | N/A | PC | TO SUPPORT THE ARTS & LECTURES PROGRAM AT THE UNIVERSITY. | $75,000 | CHEADLE HALL ARTS LECTURES BLDG 402 |
| UNITED STATES HUNTER JUMPER ASSOC INC | ||||||||
| 3870 CIGAR LANE | LEXINGTON | KY | 40511 | N/A | PC | TO UNIFY AND REPRESENT THE HUNTER AND JUMPER DISCIPLINES OF EQUESTRIAN SPORT THROUGH EDUCATION, RECOGNITION AND SPORT PROGRAMS. | $25,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA USC ATHLETICS | ||||||||
| HERITAGE HALL 203A | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE USC ATHLETIC PROGRAM. | $100,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA USC ATHLETICS | ||||||||
| HERITAGE HALL 203A | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE USC ATHLETIC PROGRAM. | $250,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA USC ATHLETICS | ||||||||
| HERITAGE HALL 203A | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE USC ATHLETIC PROGRAM. | $150,000 | |
| USC ANNENBERG SCHOOL FOR COMMUNICATIONS AND JOURNALISM | ||||||||
| 3502 WATT WAY SUITE 304 | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE USC ANNENBERG SCHOOL OF COMMUNICATION. | $20,000 | |
| VALLEY CHILDREN'S HEALTHCARE FOUNDATION | ||||||||
| 9300 VALLEY CHILDRENS PLACE | MADERA | CA | 93636 | N/A | PC | TO SUPPORT THE VISALIA PEDIATRIC SPECIALTY CARE CENTER. | $20,000 | |
| VALLEY OAK SPCA | ||||||||
| 9405 WEST GOSHEN AVE | VISALIA | CA | 93291 | N/A | PC | TO SUPPORT ANIMAL RESCUE. | $5,000 | |
| VISIONARY WOMEN | ||||||||
| 9663 SANTA MONICA BLVD SUITE 851 | BEVERLY HILLS | CA | 90210 | N/A | PC | TO UNITE AND INSPIRE A COMMUNITY OF VISIONARY FEMALE LEADERS IN SUPPORT OF CAUSES THAT LIFT UP WOMEN AND GIRLS. | $5,000 | |
| WESTMONT COLLEGE | ||||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT CHRISTIAN, LIBERAL ARTS COMMUNITY COLLEGE SERVING GOD'S KINGDOM BY CULTIVATING THOUGHTFUL SCHOLARS, GRATEFUL SERVANTS AND FAITHFUL LEADERS. | $100,000 | |
| WESTSIDE CHILDREN'S CENTER | ||||||||
| 5721 W SLAUSON AVE SUITE 140 | CULVER CITY | CA | 90230 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH STRIVES TO MAKE A DIFFERENCE IN THE LIVES OF AT-RISK CHILDREN IN THE COMMUNITY. | $10,000 | |
| WOMEN'S CANCER RESEARCH FUND OF BCRF | ||||||||
| C/O BREAST CANCER RESEARCH | NEW YORK | NY | 10036 | N/A | PC | TO SUPPORT THE FUND OF THE BREAST CANCER RESEARCH FOUNDATION, WHOSE MISSION IS TO PREVENT AND CURE BREAST CANCER THROUGH RESEARCH. | $10,000 | FOUNDATION 28 W 44TH STREET SUITE 6 |
| WORD OF HONOR FUND | ||||||||
| PO BOX 777 | BELLEVUE | ID | 83313 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH IS SERVING CHILDREN WHOSE FATHERS DIED WHILE SERVING WITH U.S. SPECIAL OPERATIONS. | $25,000 | |
| YELLOWSTONE TO YUKON CONSERVATION INITIATIVE | ||||||||
| PO BOX 157 | BOZEMAN | MT | 59771 | N/A | PC | TO DEVELOP AND IMPLEMENT TIMELY REGIONAL CONSERVATION SOLUTIONS. | $10,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | N/A | PC | TO PROMOTE THE IDEAS OF INDIVIDUAL FREEDOM, A STRONG NATIONAL DEFENSE, FREE ENTERPRISE, AND TRADITIONAL VALUES WITH YOUNG AMERICANS. | $10,000 | |
| ZOOLOGICAL SOCIETY OF SAN DIEGO | ||||||||
| PO BOX 120551 | SAN DIEGO | CA | 921120551 | N/A | PC | TO SUPPORT CONSERVATION, EDUCATION, AND RECREATION ORGANIZATION DEDICATED TO THE REPRODUCTION, PROTECTION AND EXHIBITION OF ANIMALS, PLANTS AND HABITATS. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,627,055 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT ONE OF THE WORLD'S OUTSTANDING ORCHESTRAS WHICH IS LEADING THE WAY IN GROUND-BREAKING PROGRAMMING. | $800,000 |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT ONE OF THE WORLD'S OUTSTANDING ORCHESTRAS WHICH IS LEADING THE WAY IN GROUND-BREAKING PROGRAMMING. | $800,000 |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT ONE OF THE WORLD'S OUTSTANDING ORCHESTRAS WHICH IS LEADING THE WAY IN GROUND-BREAKING PROGRAMMING. | $900,000 |
| PETERSEN AUTOMOTIVE MUSEUM | |||||||
| 6060 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | N/A | PC | 3RD INSTALLMENT OF $5 MILLION DOLLAR PLEDGE TO FUND THE PETERSEN AUTOMOTIVE MUSEUM. | $1,000,000 |
| PETERSEN AUTOMOTIVE MUSEUM | |||||||
| 6060 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | N/A | PC | 2ND INSTALLMENT OF $5 MILLION DOLLAR PLEDGE TO FUND THE PETERSEN AUTOMOTIVE MUSEUM. | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,874,848 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,372 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $535,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,219,066 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,372 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,629,011 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,637,383 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $150,156 | Amt |
| Net Investment Income | $75,078 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $81,344 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF PART VII-B; QUESTIONS 1A(3) AND 1B | PURSUANT TO I.R.C. SECTION 4941(D)(2)(C) THE FURNISHING OF GOODS, SERVICES, OR FACILITIES BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION IS NOT AN ACT OF SELF-DEALING SINCE THE FURNISHING IS WITHOUT CHARGE AND THE GOODS, SERVICES, OR FACILITIES ARE USED EXCLUSIVELY FOR THE PURPOSES OF THE FOUNDATION. |
| FORM 990-PF PART VII-B; QUESTIONS 1A(4) AND 1B | PURSUANT TO I.R.C. SECTION 4941(D)(2)(E), THE PAYMENT OF COMPENSATION BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR THE PERFORMANCE OF PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF SUCH COMPENSATION IS NOT EXCESSIVE. |
| FORM 990-PF PART VII-B; QUESTIONS 1A(2) | PURSUANT TO I.R.C. SECTION 4941(D)(2)(B) THE LENDING OF MONEY BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF THE LOAN IS WITHOUT INTEREST OR OTHER CHARGE AND IF THE PROCEEDS OF THE LOAN ARE USED EXCLUSIVELY FOR PURPOSES SPECIFIED IN SECTION 501(C)(3). |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCRUED DIVIDENDS | $6,184 | $6,184 |
| BERKSHIRE HATHAWAY | $88,242,194 | $88,242,194 |
| DFA EMERGING MARKTS CORE EQU PORTF (DFCEX) | $10,608,984 | $10,608,984 |
| DFA FIVE YEAR GLBL FIXED INC PRTF INSTL (DFGBX) | $5,964,644 | $5,964,644 |
| DFA INT'L SMALL CAP VALUE (DISVX) | $9,161,787 | $9,161,787 |
| DFA SHORT TERM EXTENDED QUAL INSTL (DFEQX) | $15,074,464 | $15,074,464 |
| DIMENSIONAL ADV US SMALL CAP VALUE PORT (DFSVX) | $11,917,697 | $11,917,697 |
| MORGAN STANLEY | $8 | $8 |
| VANGUARD GNMA ADMIRAL (VFIJX) | $3,019,340 | $3,019,340 |
| VANGUARD SHORT TERM INFLTN PROT SEC ADMR (VTAPX) | $2,976,559 | $2,976,559 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARES CAPITAL EUROPE II(D) | FMV | $1,692,786 | $1,692,786 |
| BLACKSTONE TACTICAL OPP LP. | FMV | $2,047,790 | $2,047,790 |
| BROAD STREET R/E CREDIT PARTNERS | FMV | $592,235 | $592,235 |
| CALEDONIA CO-INVEST OFFSHORE | FMV | $1,020,441 | $1,020,441 |
| CALEDONIA FUND LTD | FMV | $3,148,262 | $3,148,262 |
| CANYON BALANCED FUND | FMV | $8,334,352 | $8,334,352 |
| CZECH III SENIOR LOAN TRUST | FMV | $3,827,789 | $3,827,789 |
| NORTH HAVEN CP OFFSHORE | FMV | $23,567 | $23,567 |
| OAKTREE STRATEGIC INCOME, LTD. | FMV | $5,942,382 | $5,942,382 |
| PETERSHILL II OFFSHORE LP | FMV | $3,600,840 | $3,600,840 |
| RESERVOIR STRATEGIC PARTNERS FUND TE, L.P. | FMV | $154,022 | $154,022 |
| WASSERSTEIN DEBT OPP OFFSHORE | FMV | $6,310,848 | $6,310,848 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON ASSETS | Desc |
| Amt | $5,557,573 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $91,565 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND | $0 | $4,960 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND - Q | $0 | $49 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND (CAYMAN) | $0 | $14,114 | $0 |
| FORM K-1 - PETERSHILL II | $0 | $85,423 | $0 |
| FROM K-1 - CZECH III SENIOR LOAN TRUST | $0 | $10,786 | $0 |
| OFFICE EXPENSES | $11,393 | $5,697 | $7,340 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS (ORD. BUSINESS) | $0 | -$2,166 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | -$153,612 | $0 |
| FROM K-1 - CZECH III SENIOR LOAN TRUST (TE) | $0 | $101,425 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND | $0 | $1,650 | $0 |
| DEFERRED FEDERAL EXCISE TAX PROVISION | $535,000 | $0 | $535,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES PAYABLE | Desc |
| BOY Book Value | $1,516,000 | BOYBookValueAmt |
| EOY Book Value | $981,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $534,159 | Amt |
| Net Investment Income | $534,159 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $718 | $0 | $10 |
| REGISTRY OF CHARITABLE TRUSTS | $150 | $0 | $150 |
| CURRENT FED EXCISE TAX PROVISION | $182,885 | $0 | $0 |
| FEDERAL UBTI TAX | $4,403 | $0 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP. FUND (CAYMAN) | $0 | $11 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $2,863 | $0 |
| PRIOR YEAR FED EXCISE TAX PROVISION | $184 | $0 | $0 |