BROAD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BROAD FOUNDATION (EIN 95-4686318)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349102983
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T17:07:29-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954686318 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELI AND EDYTHE BROAD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROA | BusinessNameControlTxt |
| Phone | 3109545026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS NO 3000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERUN RILEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3109545026 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.158.230.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 12:04:55 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C75230018D5B80955F7F8F52B6C41F090A63707 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,846,960,427 | 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 | $4,529,442 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,528,826 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $613,319 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,869,134 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,450,001 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $319,102,416 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,683,038 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,322,661 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,401,722 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $168,915,423 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,482,720 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $561,434 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $558,799 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $108,362 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $105,309 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $39,990 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $33,699 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $208,751 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $62,918 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $135,469 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,554,951 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,714,518 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,974,851 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,806,577 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $393,092 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $310 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $186,071 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,211 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $81,738 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $81,738 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $75,703 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $75,703 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $67,995 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $68,100 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $336,143 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,894,355 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $309,642 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,087,715 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,068,094 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,403,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,557,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,054,528 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,644,875 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,068,094 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,458,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $91,270,548 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,414,626 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,149,511 | CashBOYAmt |
| Cash EOY | $96,512 | CashEOYAmt |
| Cash EOYFMV | $96,512 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $231,361,714 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $189,616,610 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $189,616,610 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,541,309,675 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,626,941,153 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,626,941,153 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,135,190 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,078,870 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $242,391 | LandBOYAmt |
| Land EOY | $56,320 | LandEOYAmt |
| Land EOYFMV | $56,320 | LandEOYFMVAmt |
| Other Assets BOY | $23,749,523 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,249,832 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,249,832 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,797,812,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,846,960,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,846,960,427 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $948,917 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,033,300 | AccountsPayableEOYAmt |
| Grants Payable BOY | $526,292,324 | GrantsPayableBOYAmt |
| Grants Payable EOY | $436,794,956 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $5,714,101 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,560,368 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $532,955,342 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $446,388,624 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,264,857,472 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,400,571,803 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,264,857,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,400,571,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,797,812,814 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,846,960,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,264,857,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $91,270,548 | ExcessRevenueOverExpensesAmt |
| Other Increases | $44,443,783 | OtherIncreasesAmt |
| Subtotal | $1,400,571,803 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,400,571,803 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $109,090,203 | $69,285,272 | $39,804,931 | $39,804,931 | |
| ALTERNATIVE INVESTMENTS | $109,224,464 | $48,265,539 | $60,958,925 | $60,958,925 | P |
| EQUITY OPTIONS | $19,496,762 | $35,923,684 | -$16,426,922 | -$16,426,922 | P |
| PASS THRU INVESTMENTS DISTRIB IN EXCESS OF BASIS | $84,199,560 | $75,018,675 | $9,180,885 | $9,180,885 | P |
| PASS THRU INVESTMENTS DISTRIB IN EXCESS OF BASIS | $141,073 | $141,073 | $0 | $0 | D |
| PASS THRU INVESTMENTS REPORTED ON SCH K-1 | $46,964,666 | $46,964,666 | $46,964,666 | P | |
| ADJUST FOR IRC SEC 1202 ELIGIBLE GAIN EXCLUSION - PASS THRU INVESTMENTS | $841,047 | -$841,047 | -$841,047 | P | |
| TERMINATION OF ICQ INVESTMENTS LP (SERIES VI) | $14,555,859 | $10,023,935 | $4,531,924 | $4,531,924 | P |
| TERMINATION OF NCD INVESTORS | $2,689,262 | $2,688,825 | $437 | $437 | P |
| TERMINATION OF RIALTO CAPITAL CMBS FUND, LP | $12,272,111 | $11,764,852 | $507,259 | $507,259 | P |
| TERMINATION OF OCM WIKI HOLDINGS, LLC | $131 | $197 | -$66 | -$66 | P |
| TERMINATION OF BLACKSTONE TACTICAL OPP FUND - ALPHA L.P. | $368,493 | $366,447 | $2,046 | $2,046 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,683,038 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $153,582,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,847,637,987 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083124 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $146,319,907 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,753,948,740 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083423 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $150,781,007 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,716,811,223 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087826 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $106,062,438 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,886,558,367 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056220 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $185,794,701 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,881,859,347 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.098729 | DistributionYr5Rt |
| Total Distribution | 0.409322 | TotalDistributionRt |
| Average Distribution | 0.081864 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,836,271,849 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $150,324,559 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,604,146 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $151,928,705 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $158,458,148 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,604,146 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,604,146 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,604,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,961,870 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $860,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,821,870 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,217,724 | OverpaymentAmt |
| Applied To ES Tax | $1,217,724 | 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BROADFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JULIE BAKER | IndividualWithBooksNm |
| Phone | 3109545026 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS STE 3000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ELI BROAD | ||||||||
| 2121 AVENUE OF THE STARS SUITE 3000 | LOS ANGELES | CA | 90067 | TRUSTEE, CHAIRMAN | 30.00 | $60,000 | $6,570 | $0 |
| EDYTHE L BROAD | ||||||||
| 2121 AVENUE OF THE STARS SUITE 3000 | LOS ANGELES | CA | 90067 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GERUN RILEY SEE STATEMENT 15 | ||||||||
| 2121 AVENUE OF THE STARS SUITE 3000 | LOS ANGELES | CA | 90067 | PRESIDENT | 30.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SUE CHI | ||||||||
| 2121 AVENUE OF THE STARS STE 3000 | LOS ANGELES | CA | 90067 | SENIOR DIRECTOR | 40.00 | $158,910 | $14,864 | $0 |
| SUZANNE EMMERLING | ||||||||
| 2121 AVENUE OF THE STARS STE 3000 | LOS ANGELES | CA | 90067 | CHIEF COMMUNICATIONS | 30.00 | $146,231 | $16,133 | $0 |
| SUSAN JACK | ||||||||
| 2121 AVENUE OF THE STARS STE 3000 | LOS ANGELES | CA | 90067 | VICE PRESIDENT/CHIEF | 32.00 | $130,490 | $10,715 | $0 |
| HEIDI KATO | ||||||||
| 2121 AVENUE OF THE STARS STE 3000 | LOS ANGELES | CA | 90067 | CHIEF ADMINISTRATIVE | 40.00 | $79,890 | $10,705 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FAMILY OFFICE FINANCIAL SERVICES LLC | |||||
| 2121 AVENUE OF THE STARS SUITE 3000 | LOS ANGELES | CA | 90067 | FINANCE, ACCTG, TAX, HR & TECH | $1,503,403 |
| FAMILY OFFICE INVESTMENT SERVICES LLC | |||||
| 2121 AVENUE OF THE STARS SUITE 3000 | LOS ANGELES | CA | 90067 | INVESTMENT SERVICES | $1,345,350 |
| ERNST & YOUNG US LLP | |||||
| PO BOX 846793 | LOS ANGELES | CA | 90084 | AUDIT SERVICES | $105,106 |
| WELLSPRING CONSULTING LLC | |||||
| 198 AMITY ROAD 2ND FLOOR | WOODBRIDGE | CT | 06525 | STRATEGIC PLANNING | $104,350 |
| CLARK NUBER PS | |||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | TAX PREP SERVICES | $103,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 6 | 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 | $139,928,145 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,680,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,488,626,808 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,864,235,380 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,864,235,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,963,531 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,836,271,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,813,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,813,592 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,604,146 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $130,512 | IncomeTaxAmt |
| Total Tax | $1,734,658 | TotalTaxAmt |
| Distributable Before Adj | $90,078,934 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $8,905 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,087,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,087,839 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,458,148 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $158,458,148 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,604,146 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $156,854,002 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,087,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $94,087,151 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $66,664,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,004,415 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,488,138 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $282,243,834 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,458,148 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,087,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,370,309 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $350,614,143 | 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 | $94,087,151 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $256,526,992 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $66,664,130 | ExcessFromYear3Amt |
| Excess From Year2 | $59,004,415 | ExcessFromYear2Amt |
| Excess From Year1 | $62,488,138 | ExcessFromYear1Amt |
| Excess From Current Year | $68,370,309 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELI BROAD | ContributingManagerNm |
| Contributing Manager | EDYTHE L BROAD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 74 MEDIA INC THE | ||||||
| 222 BROADWAY 19TH FLOOR | NEW YORK | NY | 10038 | PC | EDUCATION - SPANISH TRANSLATION SUPPORT FOR THE LA SCHOOL REPORT | $25,000 |
| ADVANCEMENT PROJECT | ||||||
| 1545 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90017 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $4,750 |
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS | ||||||
| 601 SOUTH FIGUEROA STREET 4TH FLOOR | LOS ANGELES | CA | 90017 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR A PUBLIC CHARTER SCHOOL NETWORK IN LOS ANGELES | $365,000 |
| ALZHEIMER'S GREATER LOS ANGELES | ||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90034 | PC | SCI & MED RESEARCH - GENERAL OPERATING SUPPORT | $2,500 |
| AMERICAN SECURITY PROJECT | ||||||
| 1401 NEW YORK AVENUE SUITE 810 | WASHINGTON | DC | 20005 | PC | ENVIRONMENT/CLIMATE - TO SUPPORT THE LAUNCH OF CLIMATE ADVOCACY EFFORTS | $500,000 |
| ART DIVISION | ||||||
| 2418 WEST 6TH STREET | LOS ANGELES | CA | 90057 | PC | ARTS - SUPPORTING YOUTH FROM MARGINALIZED COMMUNITIES TO STUDY VISUAL ARTS | $10,000 |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 221 SOUTH FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | PC | EDUCATION - SUPPORT FOR LOS ANGELES UNIFIED SCHOOL DISTRICT | $450,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||
| 1200 EAST CALIFORNIA BLVD | PASADENA | CA | 91125 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR THE WORLD-RENOWNED SCIENCE AND ENGINEERING INSTITUTE | $25,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||
| 1200 EAST CALIFORNIA BLVD | PASADENA | CA | 91125 | PC | EDUCATION - TO ESTABLISH THE HONORARY ENDOWED DAVID BALTIMORE PROFESSORSHIP | $1,000,000 |
| CCF COMMUNITY INITIATIVES FUND | ||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - TO SUPPORT A DOCUMENTARY FOR THE 1994 PROP 187 | $20,000 |
| CEDARS-SINAI MEDICAL CENTER | ||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | PC | SCI & MED RESEARCH - RESEARCH SUPPORT | $20,000 |
| CENTER FOR AMERICAN PROGRESS | ||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | PC | ENVIRONMENT/CLIMATE - GENERAL OPERATING SUPPORT | $50,000 |
| CHARTER FUND INC DBA CHARTER SCHOOL GROWTH FUND | ||||||
| 10901 WEST 120TH AVENUE SUITE 450 | BROOMFIELD | CO | 80021 | POF | EDUCATION - LOS ANGELES AND NATIONAL FUND SUPPORT | $600,000 |
| CICLAVIA | ||||||
| 525 SOUTH HEWITT STREETRNSUITE | LOS ANGELES | CA | 90013 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $5,000 |
| COLUMBIA MEMORIAL SPACE SCIENCE LEARNING CENTER | ||||||
| 12400 COLUMBIA WAY | DOWNEY | CA | 90242 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $5,000 |
| COMMUNITY ASSET DEVELOPMENT RE-DEFINING EDUCATION (CADRE) | ||||||
| 8410 SOUTH BROADWAY | LOS ANGELES | CA | 90003 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $4,955 |
| COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION & TREATMENT | ||||||
| 8101 S VERMONT AVENUE | LOS ANGELES | CA | 90044 | PC | CIVIC AND COMMUNITY - EMBRACE L.A. SUPPORT | $50,000 |
| COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION & TREATMENT | ||||||
| 8101 S VERMONT AVENUE | LOS ANGELES | CA | 90044 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $4,100 |
| COMMUNITY PARTNERS | ||||||
| 1000 NORTH ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - SLATE-Z | $100,000 |
| COMMUNITY PARTNERS | ||||||
| 1000 NORTH ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INSTITUTE FOR NONVIOLENCE IN LOS ANGELES | $5,000 |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||
| 386 PARK AVENUE SOUTH17TH FLOOR | NEW YORK | NY | 10016 | PC | SCI & MED RESEARCH - GENERAL OPERATING SUPPORT | $2,000 |
| CULVER CITY UNIFIED SCHOOL DISTRICT | ||||||
| 4034 IRVING PLACE | CULVER CITY | CA | 90232 | GOV | EDUCATION - GENERAL OPERATING SUPPORT FOR PUBLIC SCHOOLS | $50,000 |
| DETROIT INSTITUTE OF ARTS THE | ||||||
| 5200 WOODWARD AVENUE | DETROIT | MI | 48202 | PC | ARTS - GENERAL OPERATING SUPPORT | $100,000 |
| DISCOVERY SCIENCE FOUNDATION | ||||||
| 2500 NORTH MAIN STREET | SANTA ANA | CA | 92705 | PC | EDUCATION - TO SUPPORT K-12 STEM EDUCATION IN LOS ANGELES PUBLIC SCHOOLS | $25,000 |
| DOHENY EYE INSTITUTE | ||||||
| 1355 SAN PABLO STREET | LOS ANGELES | CA | 90033 | PC | SCI & MED RESEARCH - GENERAL OPERATING SUPPORT | $20,000 |
| DOWNTOWN WOMEN'S CENTER | ||||||
| 442 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90013 | PC | CIVIC AND COMMUNITY - TO SUPPORT HOMELESS AND LOW-INCOME WOMEN THROUGHOUT LOS ANGELES | $1,000 |
| EDUCATORS FOR EXCELLENCE (E4E) | ||||||
| 80 PINE STREET 28TH FLOOR | NEW YORK | NY | 10005 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR TEACHER-LED ORGANIZING IN LOS ANGELES PUBLIC SCHOOLS | $509,958 |
| EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION | ||||||
| HEADQUARTERS 1107 9TH ST SUITE 680 | SACRAMENTO | CA | 95814 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $70,000 |
| EL RANCHO HIGH SCHOOL | ||||||
| 6501 PASSONS BLVD | PICO RIVERA | CA | 90660 | GOV | EDUCATION - GENERAL OPERATING SUPPORT FOR A PUBLIC SCHOOL | $1,000 |
| ENCORPS | ||||||
| 2121 AVENUE OF THE STARS SUITE 2020 | LOS ANGELES | CA | 90067 | PC | EDUCATION - TO SUPPORT K-12 STEM EDUCATION IN LOS ANGELES PUBLIC SCHOOLS | $50,000 |
| EXCEPTIONAL CHILDREN'S FOUNDATION | ||||||
| 5350 MACHADO RD | CULVER CITY | CA | 90230 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $5,000 |
| FAIRBURN YOUTH ASSOCIATION | ||||||
| 1403 FAIRBURN AVENUE | LOS ANGELES | CA | 90024 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $5,000 |
| FAMILIES IN SCHOOLS | ||||||
| 1545 WILSHIRE BOULEVARD SUITE 811 | LOS ANGELES | CA | 90017 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR ORGANIZATION DEDICATED TO ENGAGING FAMILIES FROM MARGINALIZED COMMUNITIES | $10,000 |
| FORDHAM LAW SCHOOL | ||||||
| 140 W 62ND STREET | NEW YORK | NY | 10023 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $25,000 |
| FOUNDATION FOR A BETTER PUERTO RICO INC | ||||||
| PO BOX 938 | CULEBRA | PR | 00775 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $5,000 |
| FULFILLMENT FUND | ||||||
| 6100 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | PC | EDUCATION - TO SUPPORT MENTORING, COLLEGE COUNSELING AND EXPERIENTIAL LEARNING OPPORTUNITIES FOR YOUTH FROM MARGINALIZED COMMUNITIES | $27,500 |
| GEFFEN PLAYHOUSE | ||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | PC | ARTS - GENERAL OPERATING SUPPORT | $1,000 |
| GREAT PUBLIC SCHOOLS NOW | ||||||
| 1150 SOUTH OLIVE STREET SUITE 1325 | LOS ANGELES | CA | 90015 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR ORGANIZATION DEDICATED TO IMPROVING AND ADVOCATING FOR K-12 PUBLIC SCHOOLS IN LOS ANGELES | $25,000 |
| GREEN DOT PUBLIC SCHOOLS | ||||||
| 1149 SOUTH HILL STREETSUITE 600 | LOS ANGELES | CA | 90015 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR A PUBLIC CHARTER SCHOOL NETWORK IN LOS ANGELES | $250,000 |
| HARVARD UNIVERSITY | ||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $50,000 |
| HOMEBOY INDUSTRIES | ||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $52,500 |
| HUMAN RIGHTS WATCH INC | ||||||
| 350 5TH AVE 34TH FLOOR | NEW YORK | NY | 10118 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $3,500 |
| INNER-CITY ARTS | ||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | PC | ARTS - GENERAL OPERATING SUPPORT | $1,000 |
| INNERCITY STRUGGLE | ||||||
| 530 SOUTH BOYLE AVENUE | LOS ANGELES | CA | 90033 | PC | CIVIC AND COMMUNITY - TO SUPPORT PROGRAMS THAT IMPROVE THE QUALITY OF LIFE IN EAST LOS ANGELES | $69,760 |
| INNOVATE PUBLIC SCHOOLS | ||||||
| 1400 PARKMOOR AVENUE SUITE 240 | SAN JOSE | CA | 95126 | PC | EDUCATION - TOP PUBLIC SCHOOLS REPORT SUPPORT FOR LOS ANGELES | $180,000 |
| INTERNATIONAL PARTNERS CASSIE STERN MEMORIAL INC | ||||||
| PO BOX 3774 | SILVER SPRING | MD | 20910 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $25,000 |
| KENTER CANYON PARENTS SUPPORT GROUP | ||||||
| 645 N KENTER AVE | LOS ANGELES | CA | 90049 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $10,000 |
| KIPP LA SCHOOLS | ||||||
| 3601 EAST FIRST STREET | LOS ANGELES | CA | 90063 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR A PUBLIC CHARTER SCHOOL NETWORK IN LOS ANGELES | $20,000 |
| KOREAN AMERICAN MUSEUM INC | ||||||
| 3727 W 6TH ST STE 519 | LOS ANGELES | CA | 90020 | PC | ARTS - TO SUPPORT VISUAL AND PERFORMING ARTS IN LOS ANGELES | $1,000 |
| LA PROMISE FUND | ||||||
| 202 W 1ST STREET SUITE 160 | LOS ANGELES | CA | 90012 | PC | EDUCATION - FAMILY ENGAGEMENT INITIATIVE FOR PUBLIC SCHOOLS | $67,000 |
| LA PROMISE FUND | ||||||
| 202 W 1ST STREET SUITE 160 | LOS ANGELES | CA | 90012 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR PUBLIC SCHOOLS | $10,000 |
| LA THEATRE WORKS | ||||||
| 681 VENICE BOULEVARD | VENICE | CA | 90291 | PC | ARTS - GENERAL OPERATING SUPPORT | $1,900 |
| LA'S BEST | ||||||
| 200 NORTH SPRING STREET SUITE M-120 | LOS ANGELES | CA | 90012 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR PUBLIC SCHOOLS | $10,000 |
| LEGAL AID FOUNDATION OF LOS ANGELES | ||||||
| 1102 CRENSHAW BLVD | LOS ANGELES | CA | 90019 | PC | CIVIC AND COMMUNITY - TO SUPPORT CAPITAL CAMPAIGN FOR A NEW OFFICE BUILDING | $40,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | SCI & MED RESEARCH - GENERAL OPERATING SUPPORT | $15,000 |
| LIBRARY FOUNDATION OF LOS ANGELES | ||||||
| 630 WEST 5TH STREET | LOS ANGELES | CA | 90071 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $11,500 |
| LIBRARY FOUNDATION OF LOS ANGELES | ||||||
| 630 WEST 5TH STREET | LOS ANGELES | CA | 90071 | PC | CIVIC AND COMMUNITY - TO SUPPORT THE LIBRARY'S STUDENT ZONES | $250,000 |
| LOS ANGELES BROTHERHOOD CRUSADE | ||||||
| 200 E SLAUSON AVE | LOS ANGELES | CA | 90011 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $3,500 |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | ARTS - GENERAL OPERATING SUPPORT FOR LOS ANGELES' WORLD-CLASS ORCHESTRA | $1,000,000 |
| LOS ANGELES UNIFIED SCHOOL DISTRICT | ||||||
| 333 SOUTH BEAUDRY AVENUE 24TH FLOOR | LOS ANGELES | CA | 90017 | GOV | EDUCATION - TO IMPROVE STEM OPPORTUNITIES FOR CALIFORNIA'S YOUTH FROM MARGINALIZED COMMUNITIES | $25,000 |
| LOS ANGELES UNIFIED SCHOOL DISTRICT | ||||||
| 333 SOUTH BEAUDRY AVENUE 24TH FLOOR | LOS ANGELES | CA | 90017 | GOV | EDUCATION - TO SUPPORT A HOMELESS EDUCATION PROGRAM IN PUBLIC SCHOOLS | $2,000 |
| MADISON PROJECT | ||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PC | ARTS - TO SUPPORT LOS ANGELES COMMUNITY THEATER THE BROAD STAGE | $73,500 |
| MARTIN LUTHER KING JR COMMUNITY HEALTH FOUNDATION | ||||||
| 1680 EAST 120TH STREET | LOS ANGELES | CA | 90059 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $1,500 |
| MASSACHUSETTS PARENTS UNITED INC | ||||||
| 50 MILK STREET 15TH FLOOR | BOSTON | MA | 02110 | PC | EDUCATION - LAUNCH OF NATIONAL PARENTS ORGANIZATION TO ENGAGE, TRAIN AND EQUIP PARENTS TO ADVOCATE FOR THEIR CHILDREN | $175,000 |
| MICHIGAN STATE UNIVERSITY | ||||||
| 450 ADMINISTRATION BLDG | EAST LANSING | MI | 48824 | PC | EDUCATION - ENDOWMENT FOR THE ELI BROAD COLLEGE OF BUSINESS | $3,000,000 |
| MICHIGAN STATE UNIVERSITY | ||||||
| 450 ADMINISTRATION BLDG | EAST LANSING | MI | 48824 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $10,000 |
| MICHIGAN STATE UNIVERSITY | ||||||
| 450 ADMINISTRATION BLDG | EAST LANSING | MI | 48824 | PC | EDUCATION - SUPPORT FOR THE CONSTRUCTION OF THE GRADUATE PROGRAMS PAVILION | $2,000,000 |
| MICHIGAN STATE UNIVERSITY | ||||||
| 520 NORTH BUSINESS COMPLEX | EAST LANSING | MI | 48824 | PC | EDUCATION - ENDOWMENT FOR ELI AND EDYTHE BROAD DEAN OF BUSINESS SCHOOL | $250,000 |
| MK LEVEL PLAYING FIELD INSTITUTE AKA SMASH | ||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | PC | EDUCATION - TO IMPROVE STEM OPPORTUNITIES FOR YOUTH FROM MARGINALIZED COMMUNITIES IN LOS ANGELES | $110,000 |
| MUSIC CENTER | ||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | ARTS - TO SUPPORT VISUAL AND PERFORMING ARTS IN LOS ANGELES | $28,500 |
| NEW FOOD ECONOMY | ||||||
| 12 E 49TH STREET 4TH FLOOR | NEW YORK | NY | 10017 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $20,000 |
| PS ARTS | ||||||
| 1728 ABBOT KINNEY BLVD 101 | VENICE | CA | 90291 | PC | ARTS - TO SUPPORT VISUAL AND PERFORMING ARTS IN LOS ANGELES | $4,840 |
| PARENT REVOLUTION | ||||||
| 800 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90017 | PC | EDUCATION - PARENT ORGANIZING AND ADVOCACY SUPPORT FOR PUBLIC SCHOOLS | $250,000 |
| PARTICIPANT FOUNDATION | ||||||
| 335 MAPLE DRIVE SUITE 245 | BEVERLY HILLS | CA | 90210 | PF | EDUCATION - TEACHER WORKSHOPS FOR PUBLIC SCHOOLS | $90,000 |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | ||||||
| 1055 WILSHIRE BLVD SUITE 1850 | LOS ANGELES | CA | 90017 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR ORGANIZATION THAT OPERATES LAUSD PUBLIC SCHOOLS IN MARGINALIZED COMMUNITIES | $250,000 |
| PEPPERDINE UNIVERSITY | ||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $2,500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $2,000 |
| PLANNED PARENTHOOD LOS ANGELES | ||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $2,500 |
| PUEBLO NUEVO EDUCATION AND DEVELOPMENT GROUP | ||||||
| 3435 W TEMPLE STREET | LOS ANGELES | CA | 90026 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $20,000 |
| RACE TO ERASE MS | ||||||
| 1875 CENTURY PARK EAST SUITE 980 | LOS ANGELES | CA | 90067 | PC | SCI & MED RESEARCH - GENERAL OPERATING SUPPORT | $1,000 |
| RANDAL D SIMMONS OUTREACH FOUNDATION INC | ||||||
| 21213-B HAWTHORNE BLVD 5422 | TORRANCE | CA | 90503 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $2,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||
| 10889 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90024 | PC | SCI & MED RESEARCH - INFLAMMATORY BOWEL DISEASE RESEARCH CENTER AT UCLA | $400,000 |
| SAINT JOHN'S HOSPITAL & HEALTH CENTER FOUNDATION | ||||||
| 1328 TWENTY SECOND STREET | SANTA MONICA | CA | 90404 | PC | SCI & MED RESEARCH - TO FUND ROBOTIC JOINT REPLACEMENT TECHNOLOGY | $500,000 |
| SAINT JOHN'S HOSPITAL FOUNDATION | ||||||
| 1328 22ND STREET | SANTA MONICA | CA | 90404 | PC | SCI & MED RESEARCH - RESEARCH SUPPORT | $10,000 |
| SCHOLARSHIP AMERICA | ||||||
| 1 SCHOLARSHIP WAY | SAINT PETER | MN | 56082 | PC | EDUCATION - ADMINISTRATION OF THE BROAD PRIZE SCHOLARSHIPS AND DISTRIBUTION OF FUNDS TO STUDENTS | $12,600 |
| SCS NOONAN SCHOLARS | ||||||
| 160 STATE STREET FLOOR 3 | BOSTON | MA | 02109 | PC | EDUCATION - TO IMPROVE STEM OPPORTUNITIES FOR YOUTH FROM MARGINALIZED COMMUNITIES IN LOS ANGELES | $200,000 |
| SILICON SCHOOLS FUND | ||||||
| 827 BROADWAY SUITE 300 | OAKLAND | CA | 94607 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR PUBLIC CHARTER SCHOOL NETWORKS IN SAN FRANCISCO BAY AREA | $500,000 |
| SKIRBALL CULTURAL CENTER | ||||||
| 2701 NORTH SEPULVEDA BOULEVARD | LOS ANGELES | CA | 90049 | PC | ARTS - TO SUPPORT VISUAL AND PERFORMING ARTS IN LOS ANGELES | $25,000 |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS | ||||||
| 23532 CALABASAS RD SUITE A | CALABASAS | CA | 91302 | PC | EDUCATION - TO IMPROVE STEM OPPORTUNITIES FOR YOUTH FROM MARGINALIZED COMMUNITIES IN LOS ANGELES | $5,000 |
| SONOMA VALLEY EDUCATION FOUNDATION | ||||||
| PO BOX 493 | SONOMA | CA | 95476 | PC | EDUCATION - DATA ANALYTIC SYSTEMS SUPPORT | $100,000 |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||
| 1000 NORTH ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $14,700 |
| SPEAK UP FOUNDATION | ||||||
| 528 PALISADES DRIVE 186 | PACIFIC PALISADES | CA | 90272 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR PARENT ORGANIZING TO ENGAGE, TRAIN AND EQUIP PARENTS TO ADVOCATE FOR THEIR CHILDREN IN LOS ANGELES PUBLIC SCHOOLS | $175,000 |
| STEP UP ON SECOND STREET INC | ||||||
| 1328 SECOND STREET | SANTA MONICA | CA | 90401 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $1,000 |
| STUDENTS FOR EDUCATION REFORM | ||||||
| 116 NASSAU STREET SUITE 520 | NEW YORK | NY | 10038 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR LOS ANGELES PUBLIC SCHOOLS | $350,000 |
| SWARTHMORE COLLEGE | ||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $50,000 |
| TEACH FOR AMERICA - LOS ANGELES | ||||||
| 606 S OLIVE STREET 300 | LOS ANGELES | CA | 90014 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $10,000 |
| THE BARACK OBAMA FOUNDATION | ||||||
| 5235 SOUTH HARPER COURT SUITE 1140 | CHICAGO | IL | 60615 | PC | CIVIC AND COMMUNITY - GENERAL SUPPORT PLEDGE TO HELP CREATE THE OBAMA PRESIDENTIAL LIBRARY IN CHICAGO | $200,000 |
| THE BROAD CENTER | ||||||
| 2121 AVENUE OF THE STARS SUITE 3000 | LOS ANGELES | CA | 90067 | PC | EDUCATION - TO DEVELOP AND SUPPORT LEADERS AND MANAGERS OF PUBLIC SCHOOL DISTRICTS, CHARTER MANAGEMENT ORGS AND STATE AND FEDERAL EDUCATION AGENCIES | $13,025,400 |
| THE BROAD INSTITUTE | ||||||
| 7 CAMBRIDGE CTR | CAMBRIDGE | MA | 02142 | PC | SCI & MED RESEARCH - TO SUPPORT BIOMEDICAL AND GENOMIC RESEARCH | $110,000,000 |
| THE BROAD | ||||||
| 2121 AVENUE OF THE STARS SUITE 3000 | LOS ANGELES | CA | 90067 | POF | ARTS - GENERAL SUPPORT PLEDGE | $8,917,065 |
| TOWER CANCER RESEARCH FOUNDATION | ||||||
| 9229 WILSHIRE BOULEVARD | BEVERLY HILLS | CA | 90210 | PC | SCI & MED RESEARCH - GENERAL OPERATING SUPPORT | $1,500 |
| TRACE MEDIA INC | ||||||
| 195 MONTAGUE STREET 14TH FLOOR | BROOKLYN | NY | 11220 | PC | CIVIC AND COMMUNITY - TO SUPPORT STUDENT VOICES IN GUN SAFETY DEBATE | $8,500 |
| UCLA FOUNDATION | ||||||
| 10920 WILSHIRE BLVD 1400 | LOS ANGELES | CA | 90024 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $5,000 |
| UCLA FOUNDATION | ||||||
| 10920 WILSHIRE BLVD 1400 | LOS ANGELES | CA | 90024 | PC | EDUCATION - TO SUPPORT THE UCLA CENTER FOR THE TRANSFORMATION OF SCHOOLS AND THE LOS ANGELES COUNTY EDUCATION OPPORTUNITY STUDY | $17,000 |
| UCLA FOUNDATION | ||||||
| 10920 WILSHIRE BLVD 1400 | LOS ANGELES | CA | 90024 | PC | SCI & MED RESEARCH - REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCLA | $2,500,000 |
| UNITED FRIENDS OF THE CHILDREN | ||||||
| 1055 WILSHIRE BLVD SUITE 1955 | LOS ANGELES | CA | 90017 | PC | CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT | $1,000 |
| UNITED NEGRO COLLEGE FUND INC | ||||||
| 3699 WILSHIRE BLVD SUITE 675 | LOS ANGELES | CA | 90010 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $5,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||
| 220 MONTGOMERY STREET FLOOR 5 | SAN FRANCISCO | CA | 94104 | PC | SCI & MED RESEARCH - REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCSF | $2,500,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 3551 TROUSDALE PARKWAY STE 160 | LOS ANGELES | CA | 90089 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR THE DANA AND DAVID DORNSIFE COLLEGE OF LETTERS, ARTS AND SCIENCES AT USC | $25,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 3551 TROUSDALE PARKWAY STE 160 | LOS ANGELES | CA | 90089 | PC | EDUCATION - GENERAL OPERATING SUPPORT FOR THE JOINT EDUCATIONAL PROJECT AT USC | $100,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 3551 TROUSDALE PARKWAY STE 160 | LOS ANGELES | CA | 90089 | PC | SCI & MED RESEARCH - REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT USC | $2,500,000 |
| VERSE VIDEO EDUCATION INC | ||||||
| 207 FISHER AVENUE | BROOKLINE | MA | 02445 | PC | EDUCATION - TEACHER WORKSHOPS | $60,000 |
| VISION TO LEARN | ||||||
| 11611 SAN VICENTE BLVD SUITE 500 | LOS ANGELES | CA | 90049 | PC | CIVIC AND COMMUNITY - TO SUPPORT PROGRAMS THAT PROVIDE FREE EYE EXAMS AND FREE EYEGLASSES TO STUDENTS FROM MARGINALIZED COMMUNITIES | $255,000 |
| VOLUNTEER CENTER SOUTH BAY HARBOR LONG BEACH | ||||||
| 1230 CRAVENS AVENUE | TORRANCE | CA | 90501 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $5,000 |
| YOUTH POLICY INSTITUTE INC | ||||||
| 6464 SUNSET BLVD SUITE 650 | LOS ANGELES | CA | 90028 | PC | EDUCATION - GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,054,528 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,529,442 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $613,319 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,252,295 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,450,001 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| RETURNED GRANTS | $8,905 | ||
| STATE TAX REFUND | 01 | $55,085 | |
| FEDERAL TAX REFUND | 01 | $6,376 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,252,295 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $167,654,223 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,905 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,915,423 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | REIMBURSEMENT OF A PRIOR QUALIFYING DISTRIBUTION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX FEES | CategoryTxt |
| Amt | $208,751 | Amt |
| Net Investment Income | $62,918 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $135,469 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| THE BROAD | |||||||||
| 2121 AVENUE OF THE STARS SUITE 300 | LOS ANGELES | CA | 90067 | 2018-01-01 | $1,862,876 | THE 2018 ASSIGNMENT OF PROGRAM-RELATED INVESTMENT TO SUPPORT VISITORSHIP AND AUDIENCE ENGAGEMENT. SEE HOPE STREET RESTAURANTS, LLC EXPENDITURE RESPONSIBILITY REPORT FOR CHARITABLE PURPOSE OF INVESTMENT. | $1,862,876 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 10/10/2019 |
| THE BROAD | |||||||||
| 2121 AVENUE OF THE STARS SUITE 300 | LOS ANGELES | CA | 90067 | 2018-03-13 | $8,436,642 | GENERAL SUPPORT FOR THE BROAD, A NONPROFIT CONTEMPORARY ART MUSEUM THAT OFFERS FREE PUBLIC ADMISSION. | $8,436,642 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 10/10/2019 |
| THE BROAD | |||||||||
| 2121 AVENUE OF THE STARS SUITE 300 | LOS ANGELES | CA | 90067 | 2019-05-17 | $8,917,065 | GENERAL SUPPORT | $8,917,065 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 8/17/2020 |
| THE BROAD ART FOUNDATION | |||||||||
| 2121 AVENUE OF THE STARS SUITE 300 | LOS ANGELES | CA | 90067 | 2018-05-23 | $22,300,000 | TO SUPPORT ART LENDING ACTIVITIES | $22,300,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 10/10/2019 |
| CHARTER SCHOOL GROWTH FUND | |||||||||
| 10901 W 120TH AVE SUITE 450 | BROOMFIELD | CO | 80021 | 2017-10-26 | $600,000 | LOS ANGELES AND NATIONAL FUND SUPPORT | $600,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 4/30/2018, 4/17/2019 |
| CHARTER SCHOOL GROWTH FUND | |||||||||
| 10901 W 120TH AVE SUITE 450 | BROOMFIELD | CO | 80021 | 2018-06-05 | $600,000 | LOS ANGELES AND NATIONAL FUND SUPPORT | $600,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 4/17/2019, 4/30/2020 |
| CHARTER SCHOOL GROWTH FUND | |||||||||
| 10901 W 120TH AVE SUITE 450 | BROOMFIELD | CO | 80021 | 2019-06-19 | $600,000 | LOS ANGELES AND NATIONAL FUND SUPPORT | $222,417 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 4/30/2020 |
| HOPE STREET RESTAURANTS LLC | |||||||||
| 222 S HOPE STREET | LOS ANGELES | CA | 90012 | 2014-04-09 | $1,436,727 | AN EQUITY PRI TO SUPPORT THE DEVELOPMENT OF GRAND AVE. IN DOWNTOWN L.A. BY BUILDING AND OPERATING A RESTAURANT ON THE PUBLIC PLAZA ADJACENT TO THE BROAD MUSEUM AND CENTRALLY LOCATED TO PUBLIC ARTS AND CULTURAL DESTINATIONS. THE CHARITABLE GOALS AND ACTIVITIES INCLUDE: 1) SUPPORTING THE BROAD MUSEUM BY PROVIDING FOOD SERVICES TO ITS STAFF & VISITORS, AND BY ENHANCING THE BROAD'S PUBLIC PROGRAMS (FOR EXAMPLE, BY CONDUCTING FOOD EDUCATION TALKS FOR CHILDREN AS PART OF THE BROAD'S "FAMILY DAY AND BY PROVIDING REFRESHMENTS FOR THE BROAD'S "SUMMER HAPPENINGS"); 2) ATTRACTING A NEW, ECONOMICALLY AND CULTURALLY DIVERSE POPULATION TO GRAND AVENUE BY CREATING A RELEVANT, AND WELCOMING AMENITY; 3) THEREBY HELPING TO BUILD A BROADER-BASED AUDIENCE FOR THE BROAD AND THE OTHER CULTURAL INSTITUTIONS ON GRAND AVENUE; 4) PROVIDING JOB TRAINING TO LOW-INCOME AND AT-RISK INDIVIDUALS; AND 5)PROVIDING CHARITABLE PROGRAMS TO LOCAL SCHOOLS. THE INVESTMENT WAS CONTRIBUTED TO THE BROAD IN JANUARY 2018. | $1,436,727 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 11/8/2016, 10/1/2017, 9/24/2018, 8/17/20 |
| PARTICIPANT FOUNDATION | |||||||||
| 335 MAPLE DRIVE SUITE 245 | BEVERLY HILLS | CA | 90210 | 2019-05-03 | $90,000 | EDUCATION - TEACHER WORKSHOPS FOR PUBLIC SCHOOLS | $90,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 9/9/2020 |
| WOMEN'S MARCH LOS ANGELES FOUNDATION | |||||||||
| 10322 LORENZO DRIVE | LOS ANGELES | CA | 90064 | 2018-03-22 | $100,000 | MARCH FOR OUR LIVES-LOS ANGELES 501(C)(3) ACTIVITIES | $100,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 10/7/2019 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990PF, PART VII-B, LINE 1A(3) | STATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIREDPART VII-B, LINE 1A(3)THERE ARE DISQUALIFIED PERSONS WHO FURNISH THE FOUNDATION WITH IN-KIND SERVICES AND USE OF FACILITIES IN ORDER TO GOVERN THE FOUNDATION'S CHARITABLE ACTIVITIES. THE SERVICES AND USE OF THE FACILITY ARE PROVIDED FREE OF CHARGE. THESE ACTIVITIES ARE NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(C). |
| PART VIII, OFFICERS, DIRECTORS, TRUSTEES, AND FOUNDATION MANAGERS | MS. RILEY'S COMPENSATION IS PART OF THE FEES CHARGED BY FAMILY OFFICE FINANCIAL SERVICES, LLC (FOFS). THE FEES CHARGED BY FOFS ARE BASED ON AN ALLOCATION OF TIME THAT MS. RILEY AND OTHER EMPLOYEES DEVOTE TO THE ELI AND EDYTHE BROAD FOUNDATION. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY SECURITES | FMV | $174,447,601 | $174,447,601 |
| INTERNATIONAL EQUITY | FMV | $200,040,747 | $200,040,747 |
| MULTI STRATEGY FUNDS | FMV | $291,180,618 | $291,180,618 |
| EQUITY HEDGE FUNDS | FMV | $49,122,337 | $49,122,337 |
| EVENT/DISTRESSED FUNDS | FMV | $1,523,683 | $1,523,683 |
| DISTRESSED PRIVATE EQUITY | FMV | $126,380,316 | $126,380,316 |
| ENERGY FUNDS | FMV | $10,998,368 | $10,998,368 |
| HIGH YIELD FUNDS | FMV | $42,864,743 | $42,864,743 |
| LBO FUNDS | FMV | $327,626,275 | $327,626,275 |
| MEZZANINE FUNDS | FMV | $36,474 | $36,474 |
| REAL ESTATE FUNDS AND OTHER HARD ASSETS | FMV | $90,074,706 | $90,074,706 |
| SECONDARIES FUNDS | FMV | $3,185,242 | $3,185,242 |
| VENTURE CAPITAL | FMV | $181,937,148 | $181,937,148 |
| DERIVATIVES | FMV | $3,360,660 | $3,360,660 |
| INTERNATIONAL FIXED INCOME | FMV | $35,507,694 | $35,507,694 |
| MISCELLANEOUS STOCK | FMV | $88,654,541 | $88,654,541 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $1,560,097 | $1,560,097 | $0 | |
| FURNITURE & FIXTURES | $370,037 | $317,175 | $52,862 | $52,862 |
| COMPUTERS & EQUIPMENT | $187,422 | $186,483 | $939 | $939 |
| TELEPHONE | $17,634 | $15,115 | $2,519 | $2,519 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $39,990 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,699 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $3,500,000 | $3,500,000 | $3,500,000 |
| OTHER CURRENT ASSETS | $55,232 | $155,264 | $155,264 |
| INVESTMENT REDEMPTION RECEIVABLE | $19,759,182 | $26,322,835 | $26,322,835 |
| INTEREST RECEIVABLE | $435,109 | $271,733 | $271,733 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT RELATED BANK FEES | $75,876 | $0 | $75,876 |
| BUSINESS GIFTS | $290 | $0 | $290 |
| OFFICE AND ADMINISTRATIVE EXPENSE | $208,546 | $0 | $183,583 |
| LOCAL TRANSPORTATION | $1,389 | $0 | $1,389 |
| MEETINGS & CONFERENCES | $33,143 | $0 | $33,143 |
| MISCELLANEOUS | $2,874 | $0 | $140 |
| INSURANCE | $6,251 | $0 | $6,251 |
| PASS THROUGH OTHER INVESTMENT EXPENSES | $0 | $10,894,355 | $0 |
| CHILD WELFARE EXPENSES | $2,658 | $0 | $2,658 |
| MEDIA | $5,116 | $0 | $6,312 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME - PARTNERSHIP PASS THROUGH | $0 | $8,401,722 | $0 |
| OTHER INVESTMENT INCOME | $1,252,295 | $0 | $1,252,295 |
| RETURNED GRANTS | $8,905 | $8,905 | |
| STATE TAX REFUND | $55,085 | $55,085 | |
| FEDERAL TAX REFUND | $6,376 | $6,376 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $44,443,783 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $5,714,101 | BOYBookValueAmt |
| EOY Book Value | $8,560,368 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $3,638,760 | $1,714,518 | $0 |
| SERVICE FEES | $1,353,063 | $0 | $1,353,063 |
| ADMINISTRATION | $7,910 | $0 | $7,910 |
| PROGRAM SUPPORT | $355,514 | $0 | $424,007 |
| PUBLIC RELATIONS | $10,000 | $0 | $0 |
| TECHNOLOGY | $3,563 | $0 | $3,730 |
| RECRUITING | $93,300 | $0 | $93,300 |
| OTHER PROFESSIONAL FEES | $92,841 | $0 | $92,841 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE AND DEFERRED TAX | $4,796,267 | $0 | $0 |
| STATE TAXES AND FILING FEES | $10,310 | $0 | $310 |
| FOREIGN TAXES | $0 | $393,092 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RREF FOUNDATION INVESTORS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 NW 107TH AVENUE STE 400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33172 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274027025 | EIN |
| Desc | DISTRIBUTION FROM INVESTMENT PARTNERSHIP | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,666 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISP CO-INVEST LP (SERIES H) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 394 PACIFIC AVENUE 2ND FL | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471594356 | EIN |
| Desc | CAPITAL CONTRIBUTION | Desc |
| Amt | $26,166 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,166 | TotalAmt |