JOHNNY CARSON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHNNY CARSON FOUNDATION (EIN 20-5885752)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201911349349104451
- Schema version
- 2017v2.3
- 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
- Amortization Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases 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 | 2019-05-14T19:08:04-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954802807 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GETTLESON WITZER & O'CONNOR | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 VENTURA BLVD 900 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205885752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNNY CARSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARS | BusinessNameControlTxt |
| Phone | 3102889966 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 VENTURA BLVD 900 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE L WITZER | PersonNm |
| Person Title | COO/CFO/SEC/DIRECTOR | PersonTitleTxt |
| Phone | 3102889966 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO GONZALEZ | PreparerPersonNm |
| PTIN | P00967330 | PTIN |
| Phone | 3102889970 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.198.52.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 19:03:32 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9981DD2F98808F4D979B91CA6B071F06A201A47F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $166,754,339 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $338 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $338 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,312,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,312,833 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,099,075 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,882,591 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,099,075 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,136,359 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,709,325 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,548,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,121,571 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $652,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $242,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $410,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,617 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,617 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $100,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $88,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $763,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $720,640 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,375 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $233,264 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39,555 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $193,709 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,460 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,460 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,580,077 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,506,856 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $72,579 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,337,133 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,521,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $815,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,008,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,008,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,345,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,521,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,823,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$796,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,600,520 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $321,868 | CashBOYAmt |
| Cash EOY | $383,251 | CashEOYAmt |
| Cash EOYFMV | $383,251 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,747,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,407,230 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,407,230 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $13,398,389 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,799,921 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,690,364 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,630,662 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,427,549 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,838,919 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,633,374 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,862,930 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,914,722 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $85,983,260 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $88,179,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $108,736,667 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,848,014 | OtherAssetsBOYAmt |
| Other Assets EOY | $706,217 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $783,186 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $141,563,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,766,302 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $166,754,339 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $141,563,124 | RetainedEarningBOYAmt |
| Retained Earning EOY | $140,766,302 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $141,563,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $140,766,302 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $141,563,124 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $140,766,302 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $141,563,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$796,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6 | OtherIncreasesAmt |
| Subtotal | $140,766,302 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $140,766,302 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $15,815,740 | $14,331,543 | $1,484,197 | $1,484,197 | |
| MALTA OFFSHORE | $300,000 | $186,026 | $113,974 | $113,974 | P |
| COMMONWEALTH OPP FUND | $4,633,873 | $3,725,643 | $908,230 | $908,230 | P |
| FULL VALUE OFFSHORE FUND LTD | $4,095,426 | $3,232,543 | $862,883 | $862,883 | P |
| ARCHER CAPITAL OFFSHORE FUND LTD | $1,000,000 | $718,068 | $281,932 | $281,932 | P |
| CANYON BALANCED FUND (CAYMEN) LTD | $1,100,000 | $766,330 | $333,670 | $333,670 | P |
| RED MILE | $800,000 | $410,808 | $389,192 | $389,192 | P |
| CAPITAL ROYALTY II | $198,356 | $157,254 | $41,102 | $41,102 | P |
| GREEN EQUITY INVESTORS VI LP | $208,706 | $135,372 | $73,334 | $73,334 | P |
| KOPERNIK GAC OFFSHORE FUND LTD | $2,000,000 | $1,691,884 | $308,116 | $308,116 | P |
| JMB CAPITAL PARTNERS | $282,083 | $445,406 | -$163,323 | -$163,323 | P |
| CRG PARTNERS III (CAYMAN) HOLDINGS LP | $646,301 | $601,702 | $44,599 | $44,599 | P |
| BIENVILLE ARGENTINA OPP OFFSHORE FUND LP | $1,858,967 | $1,745,237 | $113,730 | $113,730 | P |
| ORIGAMI OPP FUND III OFFSHORE LP | $37,199 | $32,400 | $4,799 | $4,799 | P |
| IRON SHIELD | $1,000,000 | $646,621 | $353,379 | $353,379 | P |
| MAPLE ROCK OFFSHORE | $900,000 | $818,796 | $81,204 | $81,204 | P |
| SUVRETTA OFFSHORE FUND LTD | $1,000,000 | $816,641 | $183,359 | $183,359 | P |
| GREEN EQUITY INVESTORS VII LP | $5,940 | $6,256 | -$316 | -$316 | P |
| ASTORIA STUDIOS LP | $314,986 | -$314,986 | -$314,986 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,099,075 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,468,118 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $156,969,823 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047577 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,702,859 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $157,935,844 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048772 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,803,154 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $165,712,747 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053123 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,084,503 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $165,482,391 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048854 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,744,869 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $159,162,687 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042377 | DistributionYr5Rt |
| Total Distribution | 0.240703 | TotalDistributionRt |
| Average Distribution | 0.048141 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $162,993,097 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,846,651 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $76,005 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,922,656 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,823,740 | 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 | $76,005 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $76,005 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $76,005 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $304,504 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $404,504 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $328,499 | OverpaymentAmt |
| Applied To ES Tax | $328,499 | 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 |
| Org Report Or Register State | DE | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | GETTLESON WITZER O'CONNOR | IndividualWithBooksNm |
| Phone | 3102889970 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 VENTURA BLVD 900 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE L WITZER | ||||||||
| 16000 VENTURA BLVD 900 | ENCINO | CA | 91436 | COO/CFO/SEC/DIRECTOR | 20.00 | $242,000 | $0 | $0 |
| ALLAN L ALEXANDER | ||||||||
| 9595 WILSHIRE BLVD STE 900 | BEVERLY HILLS | CA | 90212 | CEO/PRES/GEN COUNSEL/DIREC | 20.00 | $242,000 | $0 | $0 |
| STEVEN SOTZING | ||||||||
| 202 SHORE ROAD | OLD GREENWICH | CT | 06870 | DIRECTOR | 3.00 | $41,600 | $0 | $0 |
| LAWRENCE HELLER | ||||||||
| 16000 VENTURA BLVD 900 | ENCINO | CA | 91436 | DIRECTOR | 3.00 | $41,600 | $0 | $0 |
| JEFFREY SOTZING | ||||||||
| 1701 N ACIA AVE | FULLERTON | CA | 92831 | CHIEF PROGRAM OFFICER/DIRECTOR | 16.00 | $85,000 | $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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ICG ADVISORS | |||||
| 11111 SANTA MONICA BLVD SUITE 2100 | LOS ANGELES | CA | 90025 | INVESTMENT ADVISORY | $560,388 |
| GETTLESON WITZER & O'CONNOR | |||||
| 16000 VENTURA BLVD 900 | ENCINO | CA | 91436 | TAX AND ACCOUNTING | $73,200 |
| AMI ASSET MANAGEMENT | |||||
| 10866 WILSHIRE BLVD SUITE 770 | LOS ANGELES | CA | 900244350 | INVESTMENT MANAGEMENT | $69,953 |
| ACR ALPINE CAPITAL RESEARCH | |||||
| 8000 MARYLAND AVENUE SUITE 700 | SAINT LOUIS | MO | 63105 | INVESTMENT MANAGEMENT | $51,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $159,452,701 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,995,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,026,714 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $165,475,225 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $165,475,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,482,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $162,993,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,149,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,149,655 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,005 | TotalTaxAmt |
| Distributable Before Adj | $8,073,650 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,073,650 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,073,650 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,823,740 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,823,740 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $76,005 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,747,735 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,073,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $653,873 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $653,873 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,823,740 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,073,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $750,090 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,403,963 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,403,963 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $653,873 | ExcessFromYear3Amt |
| Excess From Current Year | $750,090 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (198 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | ||||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | N/A | PC | UNRESTRICTED SUPPORT | $35,000 | |
| A THOUSAND JOYS | ||||||||
| 1313 WEST 8TH STREET SUITE 214 | LOS ANGELES | CA | 90017 | N/A | PC | UNRESTRICTED SUPPORT | $75,000 | |
| A WORLD FIT FOR KIDS | ||||||||
| 678 S LA FAYETTE PARK PLACE | LOS ANGELES | CA | 90057 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 | |
| ACADEMY OF TV ARTS & SCIENCES | ||||||||
| 5220 LANKERSHIM BLVD | LOS ANGELES | CA | 91601 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| AFRICAN AMERICAN BOARD LEADERSHIP INSTITUTE | ||||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| AIDS PROJECT LOS ANGELES | ||||||||
| 611 S KINGSLEY DR | LOS ANGELES | CA | 90005 | N/A | PC | UNRESTRICTED SUPPORT | $20,000 | |
| ALLIANCE FOR COLLEGE READY PUBLIC SCHOOLS | ||||||||
| 601 S FIGUEROA ST 4TH FLOOR | LOS ANGELES | CA | 90017 | N/A | PC | UNRESTRICTED SUPPORT | $155,000 | |
| ALS ASSOCIATION | ||||||||
| 900 S 74 PLZ STE 106 | OMAHA | NE | 68114 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| AMERICAN HEROES AIR SHOW | ||||||||
| PO BOX 5188 | WEST HILLS | CA | 91308 | N/A | PC | UNRESTRICTED SUPPORT | $2,000 | |
| AMERICAN LUNG SHOW | ||||||||
| 3325 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90010 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| AMERICAN RED CROSS LOS ANGELES REGION | ||||||||
| 11355 OHIO AVE | LOS ANGELES | CA | 90025 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| ANTI-RECIDIVISM COALITION | ||||||||
| 448 S HILL STREET SUITE 908 | LOS ANGELES | CA | 90013 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| AQUARIUM OF THE PACIFIC | ||||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | N/A | PC | UNRESTRICTED SUPPORT | $35,000 | |
| ARTWORX LA | ||||||||
| 1930 WILSHIRE BLVD 800 | LOS ANGELES | CA | 90057 | N/A | PC | UNRESTRICTED SUPPORT | $30,000 | |
| AUTISM SPEAKS | ||||||||
| 6330 S SAN VICENTE BLVD 401 | LOS ANGELES | CA | 90048 | N/A | PC | BAKER SUMMER CAMPS - $50,000 | $50,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | ||||||||
| 3150 N SAN FERNANDO SUITE C | LOS ANGELES | CA | 90065 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| BOB HOPE USO | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 20090 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| C5LA | ||||||||
| 1334 SOUTH CENTRAL AVE | LOS ANGELES | CA | 90021 | N/A | PC | UNRESTRICTED SUPPORT | $15,000 | |
| CAL STATE FULLERTON | ||||||||
| 2600 E NUTWOOD AVE SUITE 850 | FULLERTON | CA | 92831 | N/A | PC | JAZZ MUSIC PROGRAM | $36,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | N/A | PC | ANNENBERG ALCHEMY GOLD PROGRAM | $10,000 | |
| CALIFORNIA SCIENCE CENTER | ||||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| CAMP DEL CORAZON | ||||||||
| 11615 HESBY STREET | NORTH HOLLYWOOD | CA | 91601 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| CAMP RONALD MCDONALD FOR GOOD TIMES | ||||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| CASA OF LOS ANGELES | ||||||||
| 201 CENTRE PLAZA DR SUITE 1100 | MONTEREY PARK | CA | 91754 | N/A | PC | UNRESTRICTED SUPPORT | $15,000 | |
| CATALINA ISLAND CONSERVANCY | ||||||||
| 330 GOLDEN SHORE 170 | LONG BEACH | CA | 90802 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| CCFCIF | ||||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | N/A | PC | LOS ANGELES PARTNERSHIP FOR EARLY CHILDHOOD INVESTMENT | $5,000 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | N/A | PC | DIVISION OF CARDIOLOGY | $10,000 | |
| CHILDREN OF THE NIGHT | ||||||||
| 14530 SYLVAN STREET | VAN NUYS | CA | 91411 | N/A | PC | UNRESTRICTED SUPPORT | $235,000 | |
| CHILDREN'S BURN FOUNDATION | ||||||||
| 5000 VAN NUYS BLVD SUITE 450 | SHERMAN OAKS | CA | 91403 | N/A | PC | UNRESTRICTED SUPPORT | $30,000 | |
| CHILDREN'S DEFENSE FUND | ||||||||
| 31 S SPRING ST SUITE 500 C | LOS ANGELES | CA | 90014 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 | |
| CHILDREN'S HOSPITAL LA | ||||||||
| 4650 SUNSET BLVD NO 29 | LOS ANGELES | CA | 90027 | N/A | PC | GOFARR FUND - $15,000UNRESTRICTED - $25,000 | $40,000 | |
| CHP 11-99 FOUNDATION | ||||||||
| 2244 NORTH STATE COLLEGE BLVD | FULLERTON | CA | 92831 | N/A | PC | UNRESTRICTED SUPPORT | $7,500 | |
| CHRYSALIS FOUNDATION | ||||||||
| 1853 LINCOLN BLVD | SANTA MONICA | CA | 90404 | N/A | PC | UNRESTRICTED SUPPORT | $112,500 | |
| CITY OF FULLERTON MUSEUM CENTER ASSOCIATION | ||||||||
| 301 N POMONA AVENUE | FULLERTON | CA | 92832 | N/A | PC | UNRESTRICTED SUPPORT | $16,500 | |
| CITY YEAR LOS ANGELES | ||||||||
| 606 SOUTH OLIVE STREET | LOS ANGELES | CA | 90014 | N/A | PC | UNRESTRICTED SUPPORT | $20,000 | |
| COLLEGE BOUND | ||||||||
| 17316 EDWARDS RD SUITE 750 | CERRITOS | CA | 90703 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| COLLEGE TRACK | ||||||||
| 2130 EAST 1ST STREET | LOS ANGELES | CA | 90013 | N/A | PC | UNRESTRICTED SUPPORT | $60,000 | |
| COLUMBUS COMMUNITY HOSPITAL | ||||||||
| 4600 38TH STREET PO BOX 1800 | COLUMBUS | NE | 68602 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| COMFORT FOR COURT KIDS INC | ||||||||
| 201 CENTER PLAZA DR SUITE 3 | MONTEREY PARK | CA | 91754 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| CONSTITUTIONAL RIGHTS FOUNDATION | ||||||||
| 601 S KINGSLEY DRIVE | LOS ANGELES | CA | 90005 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| CREATE NOW | ||||||||
| 1611 S HOPE ST SUITE E | LOS ANGELES | CA | 90015 | N/A | PC | UNRESTRICTED SUPPORT | $15,000 | |
| CSULB | ||||||||
| 6300 STATE UNIVERSITY DR SUITE 332 | LONG BEACH | CA | 90815 | N/A | PC | KKJZ | $60,000 | |
| DAVID LYNCH FOUNDATION | ||||||||
| 621 S HIGHLAND AVE | LOS ANGELES | CA | 90036 | N/A | PC | KAO TM TEACHER PROGRAM | $50,000 | |
| DIRECT RELIEF | ||||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | N/A | PC | HURRICANE RELIEF - $30,000EQ RELIEF- $10,000 | $40,000 | |
| DISCOVERY CUBE LOS ANGELES | ||||||||
| 11800 FOOTHILL BLVD | LOS ANGELES | CA | 91342 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| DOWN SYNDROME ASSOCIATION OF LOS ANGELES | ||||||||
| 16461 SHERMAN WAY SUITE 180 | VAN NUYS | CA | 91406 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| EDUCATION THROUGH MUSIC - LOS ANGELES | ||||||||
| 847 N HOLLYWOOD WAY SUITE 206 | BURBANK | CA | 91505 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 | |
| ELIZABETH GLASER PEDIACTRIC AIDS FOUNDATION | ||||||||
| 1140 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | UNRESTRICTED SUPPORT | $20,000 | |
| ELKHORN VALLEY MUSEUM | ||||||||
| 515 QUEEN CITY BLVD | NORFOLK | NE | 68701 | N/A | PC | UNRESTRICTED SUPPORT | $20,000 | |
| EXCEPTIONAL CHILDREN'S FOUNDATION | ||||||||
| 5350 MACHADO ROAD | CULVER CITY | CA | 90230 | N/A | PC | UNRESTRICTED SUPPORT | $15,000 | |
| FACING HISTORY AND OURSELVES | ||||||||
| 350 BIXEL ST SUITE 160 | LOS ANGELES | CA | 90017 | N/A | PC | UNRESTRICTED SUPPORT | $20,000 | |
| FAITH REGIONAL HEALTH SERVICES FOUNDATION | ||||||||
| 2700 NORFOLK AVE | NORFOLK | NE | 68701 | N/A | PC | CARSON CANCER CENTER - VARIAN TRUBEAM RADIOTHERAPY SYSTEM AND VAULT | $500,000 | |
| FOCUSING PHILANTHROPY | ||||||||
| 1637 16TH ST | SANTA MONICA | CA | 90404 | N/A | PC | THE SPARK PROGRAM | $10,000 | |
| FOSTER ALL | ||||||||
| 1544 WEST GLENOAKS BLVD | GLENDALE | CA | 91201 | N/A | PC | UNRESTRICTED SUPPORT | $15,000 | |
| FOSTERING MEDIA CONNECTIONS | ||||||||
| 412 W 6TH STREET STE 925 | LOS ANGELES | CA | 90014 | N/A | PC | UNRESTRICTED SUPPORT | $2,500 | |
| FRIENDS OF EXPO CENTER | ||||||||
| 3980 BILL ROBERTSON LANE 203 | LOS ANGELES | CA | 90037 | N/A | PC | KIDS IN SPORTS PROGRAM | $20,000 | |
| FULFILLMENT FUND | ||||||||
| 6100 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | N/A | PC | UNRESTRICTED SUPPORT | $20,000 | |
| FULLERTON'S LOVE OF ORANGE COUNTY KIDS | ||||||||
| 1038 E BASTANCHURY RD 265 | FULLERTON | CA | 92835 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| GABRIELA AXELRAD EDUCATION FOUNDATION | ||||||||
| 639 S COMMONWEALTH AVE B | LOS ANGELES | CA | 90005 | N/A | PC | UNRESTRICTED SUPPORT | $15,000 | |
| GENESIS THE SCHLESINGER ACADEMY FOR INNOVATION | ||||||||
| 5029 S VERMONT AVENUE | LOS ANGELES | CA | 90037 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| GHETTO FILM SCHOOL INC | ||||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | N/A | PC | UNRESTRICTED SUPPORT | $50,000 | |
| GOLFERS AGAINST CANCER | ||||||||
| 1700 LAKE KINGWOOD TRAIL | KINGWOOD | TX | 77339 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| GOOD SHEPHERD SHELTER OF LOS ANGELES | ||||||||
| 2561 VENICE BLVD | LOS ANGELES | CA | 90019 | N/A | PC | UNRESTRICTED SUPPORT | $35,000 | |
| GREATER LOS ANGELES ZOO ASSOCIATION | ||||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | N/A | PC | UNRESTRICTED SUPPORT | $35,000 | |
| GRYD FOUNDATION | ||||||||
| 6080 CENTER DRIVE FLOOR 6 | LOS ANGELES | CA | 90045 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| HABITAT FOR HUMANITY SFSCV | ||||||||
| 21031 VENTURA BLVD STE 610 | WOODLAND HILLS | CA | 91364 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| HEAL THE BAY | ||||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED SUPPORT | $40,000 | |
| HEART OF LOS ANGELES | ||||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | N/A | PC | CAPITAL CAMPAIGN - $50,000UNRESTRICTED SUPPORT - $30,000 | $80,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | N/A | PC | UNRESTRICTED SUPPORT | $285,000 | |
| HOMES FOR FAMILIES | ||||||||
| 21031 VENTURA BLVD STE 610 | WOODLAND HILLS | CA | 91364 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| HOPE STREET FAMILY CENTER | ||||||||
| 1401 SOUTH GRAND AVE | LOS ANGELES | CA | 90015 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| IMAGINE LA | ||||||||
| 5455 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | N/A | PC | UNRESTRICTED SUPPORT | $15,000 | |
| INDEPENDENT SCHOOL ALLIANCE | ||||||||
| 5813 UPLANDER WAY | CULVER CITY | CA | 90230 | N/A | PC | UNRESTRICTED SUPPORT | $1,000 | |
| INGENIUM SCHOOLS | ||||||||
| 1490 N CLAREMONT BLVD SUITE 201 | CLAREMONT | CA | 91711 | N/A | PC | UNRESTRICTED SUPPORT | $16,800 | |
| INNER-CITY FILMMAKERS | ||||||||
| 3000 WEST OLYMPIC BLVD | SANTA MONICA | CA | 90404 | N/A | PC | UNRESTRICTED SUPPORT | $35,000 | |
| INTERFACE CHILDREN FAMILY SERVICES | ||||||||
| 4001 MISSION OAKS BLVD SUITE 1 | CAMARILLO | CA | 93012 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL RD SUITE 550 | VIENNA | VA | 22182 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| JAZZ REACH | ||||||||
| 45 MAIN STREET SUITE 728 | BROOKLYN | NY | 11201 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | N/A | PC | CAMP BOB WALDORF | $60,000 | |
| JOHN BURTON ADVOCATES FOR YOUTH | ||||||||
| 235 MONTGOMERY STREET SUITE 1142 | SAN FRANCISCO | CA | 94101 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA | ||||||||
| 6250 FOREST LAWN DRIVE | LOS ANGELES | CA | 90068 | N/A | PC | UNRESTRICTED SUPPORT | $2,500 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 811 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90017 | N/A | PC | UNRESTRICTED SUPPORT | $15,100 | |
| KEEP YOUTH DOING SOMETHING | ||||||||
| 7026 SOPHIA AVE | VAN NUYS | CA | 91406 | N/A | PC | UNRESTRICTED SUPPORT | $30,000 | |
| LA FAMILY HOUSING | ||||||||
| 7843 LANKERSHIM BLVD | LOS ANGELES | CA | 91605 | N/A | PC | UNRESTRICTED SUPPORT | $30,000 | |
| LAUSD EDUCATION FOUNDATION | ||||||||
| 333 BEAUDRY AVE 29TH FLOOR | LOS ANGELES | CA | 90017 | N/A | PC | BEYOND THE BELL PROGRAM | $130,000 | |
| LINCOLN CHILDREN'S ZOO | ||||||||
| 1222 S 27TH ST | LINCOLN | NE | 98502 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE | ||||||||
| 1124 WEST CARSON STREET | TORRANCE | CA | 90502 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| LOS ANGELES COUNTY ECONOMIC DEVELOPMENT CORP | ||||||||
| 444 S FLOWER STREET 37TH FLOOR | LOS ANGELES | CA | 90071 | N/A | PC | PROPOEL LA PROGRAM | $10,000 | |
| LOS ANGELES DODGER FOUNDATION | ||||||||
| 1000 ELYSIAN PARK AVENUE | LOS ANGELES | CA | 90012 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| LOS ANGELES MISSION | ||||||||
| 303 E 5TH STREET | LOS ANGELES | CA | 90013 | N/A | PC | UNRESTRICTED SUPPORT | $60,000 | |
| LOS ANGELES MUSEUM OF THE HOLOCAUST | ||||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | N/A | PC | YOLA PROGRAM | $5,000 | |
| LOS ANGELES REGIONAL FOODBANK | ||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 | |
| LOS ANGELES YOUTH NETWORK | ||||||||
| 7033 SUNSET BLVD SUITE 225 | LOS ANGELES | CA | 90028 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| LUPUS LA | ||||||||
| 5670 WILSHIRE BLVD SUITE 830 | LOS ANGELES | CA | 90036 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| MAKE-A-WISH FOUNDATION OF NEBRASKA | ||||||||
| 11836 ARBOR STREET | OMAHA | NE | 68144 | N/A | PC | UNRESTRICTED SUPPORT | $20,000 | |
| MATTHEW SILVERMAN MEMORIAL FOUNDATION | ||||||||
| 324 S BEVERLY DRIVE 411 | BEVERLY HILLS | CA | 90212 | N/A | PC | UNRESTRICTED SUPPORT | $15,000 | |
| MAYOR'S FUND FOR LOS ANGELES | ||||||||
| 200 N SPRING ST STE 305 | LOS ANGELES | CA | 90012 | N/A | PC | LA EVOLVE ENT FUND | $10,000 | |
| MEALS ON WHEELS WEST - LOS ANGELES | ||||||||
| 900 HILGARD AVENUE | LOS ANGELES | CA | 90024 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| MEALS ON WHEELS WEST | ||||||||
| 1823-A MICHIGAN AVE | SANTA MONICA | CA | 90404 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| MEET EACH NEED WITH DIGNITY | ||||||||
| 10641 N SAN FERNANDO RD | PACOIMA | CA | 91331 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| MERCY MEALS - KIDS AGAINST HUNGER | ||||||||
| 701 MADISON AVENUE | NORFOLK | NE | 68701 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| MID-PLAINS COMMUNITY COLLEGE | ||||||||
| 1101 HALLIGAN DR | NORTH PLATE | NE | 69101 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| MISSION ASSET FUND | ||||||||
| 3269 MISSION STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | DREAMER'S FUND | $9,900 | |
| MOCA LOS ANGELES | ||||||||
| 250 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| MOTION PICTURE & TELEVISION FUND | ||||||||
| 23388 MULHOLLAND DRIVE | WOODLAND HILLS | CA | 91364 | N/A | PC | UNRESTRICTED SUPPORT | $77,000 | |
| MR HOLLAND'S OPUS | ||||||||
| 4370 TUJUNGA AVE STE 330 | STUDIO CITY | CA | 91604 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| MUCKENTHALER CULTURAL CENTER | ||||||||
| 1201 W MALVERN AVE | FULLERTON | CA | 92833 | N/A | PC | UNRESTRICTED SUPPORT | $20,000 | |
| NAPA VALLEY COMMUNITY FOUNDATION | ||||||||
| 3299 CLAREMONT WAY SUITE 2 | NAPA | CA | 94558 | N/A | PC | FIRE RELIEF | $10,000 | |
| NATIONAL JEWISH HEALTH | ||||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | N/A | PC | COPD - $100,000UNRESTRICTED SUPPORT - $10,000 | $110,000 | |
| NEBRASKA COMMUNITY FOUNDATION | ||||||||
| 609 W NORFOLK AVE | NORFOLK | NE | 68701 | N/A | PC | NORFOLK SKATE PARK | $5,000 | |
| NETWORK FOR TEACHING ENTREPRENEURSHIP | ||||||||
| 120 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| NEW DIRECTIONS INC | ||||||||
| 11303 WILSHIRE BLVD VA BUILDING 116 | LOS ANGELES | CA | 90073 | N/A | PC | UNRESTRICTED SUPPORT | $35,000 | |
| NEW LOS ANGELES CHARTER SCHOOL | ||||||||
| 1919 S BURNSIDE AVENUE | LOS ANGELES | CA | 90016 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| NEW TEACHER CENTER | ||||||||
| 110 COOPER STREET | SANTA CRUZ | CA | 95060 | N/A | PC | UNRESTRICTED SUPPORT | $50,000 | |
| NEW VILLAGE GIRLS ACADEMY | ||||||||
| 147 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| NORFOLK ARTS CENTER | ||||||||
| 305 N 5TH STREET | NORFOLK | NE | 68701 | N/A | PC | ENDOWMENT BUILDING FUND | $50,000 | |
| NORFOLK FAMILY YMCA | ||||||||
| 301 WEST BENJAMIN AVENUE | NORFOLK | NE | 68701 | N/A | PC | BUILDING FUND | $250,000 | |
| NORFOLK SENIOR CITIZENS CENTER | ||||||||
| 307 PROSPECT AVENUE | NORFOLK | NE | 68701 | N/A | PC | UNRESTRICTED SUPPORT | $50,000 | |
| NORTHRIDGE HOSPITAL FOUNDATION | ||||||||
| 8210 ETIWANDA AVE | RESEDA | CA | 91335 | N/A | PC | CENTER FOR ASSUALT TREATMENT SERVICES PROGRAM | $25,000 | |
| OCEAN PARK COMMUNITY CENTER | ||||||||
| 1453 16TH STREET | SANTA MONICA | CA | 90404 | N/A | PC | UNRESTRICTED SUPPORT | $30,000 | |
| ONE VOICE | ||||||||
| 1228 15TH STREET SUITE C | SANTA MONICA | CA | 90404 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 | |
| OPERATION PROGRESS | ||||||||
| 10221 COMPTON AVE SUITE 102 | LOS ANGELES | CA | 90002 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| OPPORTUNITY FUND | ||||||||
| 5701 SOUTH EASTERN AVENUE SUITE 120 | CITY OF COMMERCE | CA | 90040 | N/A | PC | UNRESTRICTED SUPPORT | $2,500 | |
| ORANGE COUNTY HUMAN RELATIONS | ||||||||
| 1300 S GRAND AVENUE BLDG B | SANTA ANA | CA | 92705 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| ORANGEWOOD CHILDREN'S FOUNDATION | ||||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 | |
| PS ARTS | ||||||||
| 1728 ABBOT KINNEY BLVD SUITE 101 | VENICE | CA | 90291 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| PBS SO CAL | ||||||||
| 6255 W SUNSET BLVD SUITE 860 | HOLLYWOOD | CA | 90028 | N/A | PC | UNRESTRICTED SUPPORT - $10,000READY JETGO! - $20,000 | $30,000 | |
| PEERFORWARD | ||||||||
| 1140 3RD ST NE SUITE 320 | WASHINGTON | DC | 20002 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| PEPPERDINE UNIVERSITY | ||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | N/A | PC | UNRESTRICTED SUPPORT - $15,500INTERNSHIPS - $5,000 | $20,500 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1730 M STREETNW STE 601 | WASHINGTON | DC | 20036 | N/A | PC | UNRESTRICTED SUPPORT | $2,000 | |
| PLACENTIA PRESBYTERIAN CHURCH | ||||||||
| 849 N BRADFORD AVENUE | PLACENTIA | CA | 92870 | N/A | PC | H.I.S. HOUSE | $10,000 | |
| PLANNED PARENTHOOD LA | ||||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | N/A | PC | UNRESTRICTED SUPPORT | $125,000 | |
| PLANNED PARENTHOOD OF THE HEARTLAND | ||||||||
| PO BOX 4557 | DES MOINES | IA | 50305 | N/A | PC | UNRESTRICTED SUPPORT | $50,000 | |
| POWER MY LEARNING | ||||||||
| 800 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90017 | N/A | PC | LOS ANGELES AREA PROGRAMS | $40,000 | |
| PROFESSIONAL BASEBALL SCOUTS FOUNDATION | ||||||||
| 9665 WILSHIRE BLVD SUITE 801 | LOS ANGELES | CA | 90212 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| PROJECT ANGEL FOOD | ||||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | N/A | PC | UNRESTRICTED SUPPORT | $60,000 | |
| PROYECTO PASTORAL | ||||||||
| 135 N MISSION ROAD | LOS ANGELES | CA | 90033 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| REACH OUT AND READ | ||||||||
| 89 SOUTH ST SUITE 201 | BOSTON | MA | 02111 | N/A | PC | UNRESTRICTED SUPPORT | $15,000 | |
| READING IS FUNDAMENTAL | ||||||||
| 7250 BANDINI BLVD SUITE 209 | LOS ANGELES | CA | 90040 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| READING PARTNERS | ||||||||
| 3452 E FOOTHILL BLVD STE 310 | PASADENA | CA | 91107 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| SABAN COMMUNITY CLINIC | ||||||||
| 8405 BEVERLY BLVD | LOS ANGELES | CA | 90048 | N/A | PC | DENTAL PROGRAM - $125,000UNRESTRICTED - $60,000 | $185,000 | |
| SALK INSTITUTE | ||||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 92037 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| SCIENCE BUDDIES | ||||||||
| PO BOX 5038 | CARMEL | CA | 93921 | N/A | PC | UNRESTRICTED SUPPORT | $6,500 | |
| SCREEN ACTORS GUILD FOUNDATION | ||||||||
| 5757 WILSHIRE BLVD SUITE 124 | LOS ANGELES | CA | 90036 | N/A | PC | UNRESTRICTED SUPPORT | $30,000 | |
| SEMPER FI FUND | ||||||||
| 2690 N BREACHWOOD DRIVE 2ND FLOOR | LOS ANGELES | CA | 90068 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| SHANE'S INSPIRATION | ||||||||
| 15213 BURBANK BLVD | SHERMAN OAKS | CA | 91411 | N/A | PC | UNRESTRICTED SUPPORT | $20,000 | |
| SHARE INC | ||||||||
| PO BOX 1342 | BEVERLY HILLS | CA | 90213 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| SOUND BODY SOUND MIND FOUNDATION | ||||||||
| 11100 SANTA MONICA BLVD SUITE 1910 | LOS ANGELES | CA | 90025 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 SOUTH RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 | |
| SPARK PROGRAM INC | ||||||||
| 315 WEST 9TH ST SUITE 313 | LOS ANGELES | CA | 90015 | N/A | PC | LOS ANGELES AREA PROGRAMS | $55,000 | |
| SPECIAL ANGEL INC | ||||||||
| PO BOX 7171 | BEVERLY HILLS | CA | 90212 | N/A | PC | UNRESTRICTED SUPPORT | $2,500 | |
| SPECIAL OLYMPICS SOUTHERN CALIFORNIA | ||||||||
| 1600 FORBES WAY SUITE 200 | LONG BEACH | CA | 90810 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 | |
| ST JOSEPH CENTER | ||||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | N/A | PC | UNRESTRICTED SUPPORT | $35,000 | |
| STEAMPARK INC | ||||||||
| 8 RIVERSIDE DRIVE | RUMSON | NJ | 07760 | N/A | PC | UNRESTRICTED SUPPORT | $20,000 | |
| STREETLIGHTS | ||||||||
| 662 N VAN NESS AVE ROOM 105 | HOLLYWOOD | CA | 90004 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| STUDENTS RUN AMERICA | ||||||||
| 5252 CREBS AVENUE | TARZANA | CA | 91356 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| TEACH FOR AMERICA | ||||||||
| 606 SOUTH OLIVE ST SUITE 300 | LOS ANGELES | CA | 90014 | N/A | PC | UNRESTRICTED SUPPORT | $120,000 | |
| TEAM PRIME TIME | ||||||||
| PO BOX 241496 | LOS ANGELES | CA | 90024 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| THE ACTORS STUDIO WEST | ||||||||
| 8341 DE LONGPRE AVE | WEST HOLLYWOOD | CA | 90069 | N/A | PC | UNRESTRICTED SUPPORT | $20,000 | |
| THE ALLIANCE FOR CHILDREN'S RIGHTS | ||||||||
| 3333 WILSHIRE BLVD SUITE 550 | LOS ANGELES | CA | 90010 | N/A | PC | UNRESTRICTED SUPPORT | $35,000 | |
| THE BROAD STAGE | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | PC | BUSING FOR INNER CITY FAMILIES | $25,000 | |
| THE CANCER SUPPORT COMMUNITY | ||||||||
| 2716 OCEAN PARK BLVD SUITE 1040 | SANTA MONICA | CA | 90405 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 | |
| THE CENTER FOR THE PARTIALLY SIGHTED | ||||||||
| 6101 W CENTINELA AVE SUITE 150 | CULVER CITY | CA | 90230 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| THE CHILDREN'S INSTITUTE | ||||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| THE ELI HOME | ||||||||
| 1175 N EAST ST | ANAHEIM | CA | 92805 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| THE GROUNDWATER FOUNDATION | ||||||||
| 3201 PIONEERS BLVD SUITE 105 | LINCOLN | NE | 68502 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| THE HARMONY PROJECT | ||||||||
| 817 VINE STREET SUITE 2014 | LOS ANGELES | CA | 90038 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 | |
| THE LIBRARY FOUNDATION OF LOS ANGELES | ||||||||
| 630 WEST 5TH STREET | LOS ANGELES | CA | 90071 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| THE PAINTED TURTLE | ||||||||
| 1300 4TH STREET SUITE 300 | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| THE PARTNERSHIP FOR LOS ANGELES SCHOOLS | ||||||||
| 1541 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | N/A | PC | UNRESTRICTED SUPPORT | $20,000 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | N/A | PC | UNRESTRICTED SUPPORT | $15,000 | |
| THE UNUSUAL SUSPECTS THEATER COMPANY | ||||||||
| 617 S OLIVE ST SUITE 812 | LOS ANGELES | CA | 90014 | N/A | PC | UNRESTRICTED SUPPORT | $40,000 | |
| THE YOUNG MUSICIANS FOUNDATION | ||||||||
| 244 SOUTH SAN PEDRO STREET 506 | LOS ANGELES | CA | 90015 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| THINK TOGETHER | ||||||||
| 8000 SOUTH BARRANCA AVE STE 120 | COVINA | CA | 91723 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| TREE PEOPLE | ||||||||
| 12601 MULHOLLAND DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |
| UCLA FOUNDATION | ||||||||
| 10833 LE CONTE AVENUE BOX 951722 | LOS ANGELES | CA | 90095 | N/A | PC | COPD FELLOWSHIP - $100,000UCLA CARES - $10,000JERRY AND JANE WEINTRAUB CENTER - $25,000MATTEL CHILDREN'S HOSPITAL - $25,000 | $160,000 | |
| UNITED FRIENDS OF THE CHILDREN | ||||||||
| 1055 WILSHIRE BLVD SUITE 1955 | LOS ANGELES | CA | 90017 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 | |
| UNIVERSITY CAMPS INC | ||||||||
| 2131 JOHN WOODEN CENTER | LOS ANGELES | CA | 90095 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 101 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | N/A | PC | CARSON CENTER FOR EMERGING MEDIA ARTS | $2,000,000 | |
| UPLIFT FAMILY SERVICES AT HOLLYGROVE | ||||||||
| 815 N EL CENTRO AVE | LOS ANGELES | CA | 90038 | N/A | PC | UNRESTRICTED SUPPORT | $45,000 | |
| USC - THE CENTER ON PHILANTHROPY AND PUBLIC POLICY | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 90089 | N/A | PC | UNRESTRICTED | $10,000 | LEWIS HALL 210 |
| USC SCHOOL OF CINEMATIC ARTS | ||||||||
| 900 WEST 34TH STREET STE 457 | LOS ANGELES | CA | 90089 | N/A | PC | CARSON SCHOLARSHIP ENDOWMENT FUND | $125,000 | |
| VENICE ARTS | ||||||||
| 1702 LINCOLN BLVD | VENICE | CA | 90291 | N/A | PC | UNRESTRICTED SUPPORT | $35,000 | |
| VILLAGE FAMILY SERVICES | ||||||||
| 6736 LAUREL CANYON BLVD SUITE 200 | NORTH HOLLYWOOD | CA | 91606 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| VISION TO LEARN | ||||||||
| 11611 SAN VICENTE BLVD SUITE 500 | LOS ANGELES | CA | 90049 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| WAYFINDER FAMILY SERVICES FKA JUNIOR BLIND OF AMERICA | ||||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | N/A | PC | UNRESTRICTED SUPPORT | $20,000 | |
| WEINGART CENTER FOR THE HOMELESS | ||||||||
| 566 SOUTH SAN PEDRO ST | LOS ANGELES | CA | 90013 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 | |
| WESTCOAST SPORTS ASSOCIATES | ||||||||
| PO BOX 1705 | MANHATTAN BEACH | CA | 90267 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| WESTSIDE CHILDREN'S CENTER | ||||||||
| 5721 W SLAUSON AVE SUITE 120 | CULVER CITY | CA | 90230 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| WESTSIDE FOOD BANK | ||||||||
| 1710 22ND STREET | SANTA MONICA | CA | 90404 | N/A | PC | UNRESTRICTED SUPPORT | $45,000 | |
| WHEELCHAIR FOUNDATION | ||||||||
| 5711 NE 22ND TERRACE | FORT LAUDERDALE | FL | 33308 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| WHOLE CHILD INTERNATIONAL | ||||||||
| 610 SANTA MONICA BLVD SUITE 215 | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| WILDLIFE WAYSTATION INC | ||||||||
| 14831 LITTLE TUJUNGA CANYON RD | SAN FERNANDO | CA | 91342 | N/A | PC | UNRESTRICTED SUPPORT | $15,000 | |
| WILLARD COMMUNITY CENTER | ||||||||
| 1245 S FOLSOM STREET | LINCOLN | NE | 65822 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 | |
| WITH LOVE GRANDMA INC | ||||||||
| 946 CALLE BRUSCA | THOUSAND OAKS | CA | 91360 | N/A | PC | UNRESTRICTED SUPPORT | $15,000 | |
| WOODCRAFT RANGERS | ||||||||
| 340 E 2ND ST STE 200 | LOS ANGELES | CA | 90012 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 | |
| WQXR - NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK ST NO 8 | NEW YORK | NY | 10013 | N/A | PC | UNRESTRICTED SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,008,300 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN OF THE NIGHT | |||||||
| 14530 SYLVAN STREET | VAN NUYS | CA | 91411 | N/A | PC | UNRESTRICTED SUPPORT | $100,000 |
| FAITH REGIONAL HEALTH SERVICES FOUNDATION | |||||||
| 2700 NORFOLK AVE | NORFOLK | NE | 68701 | N/A | PC | CARSON CANCER CENTER | $3,500,000 |
| GHETTO FILM SCHOOL INC | |||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | N/A | PC | UNRESTRICTED SUPPORT | $100,000 |
| HEART OF LOS ANGELES | |||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | N/A | PC | CAPITAL CAMPAIGN | $50,000 |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | N/A | PC | COPD | $200,000 |
| NORFOLK ARTS CENTER | |||||||
| 305 N 5TH STREET | NORFOLK | NE | 68701 | N/A | PC | ENDOWMENT BUILDING FUND | $250,000 |
| NORFOLK FAMILY YMCA | |||||||
| 301 WEST BENJAMIN AVENUE | NORFOLK | NE | 68701 | N/A | PC | BUILDING FUND | $250,000 |
| PLANNED PARENTHOOD OF THE HEARTLAND | |||||||
| PO BOX 4557 | DES MOINES | IA | 50305 | N/A | PC | UNRESTRICTED SUPPORT | $50,000 |
| UCLA FOUNDATION | |||||||
| 10833 LE CONTE AVENUE BOX 951722 | LOS ANGELES | CA | 90095 | N/A | PC | COPD FELLOWSHIP | $200,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 101 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | N/A | PC | CARSON CENTER FOR EMERGING MEDIA ARTS | $14,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $18,700,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $338 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,312,833 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,136,359 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,099,075 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,548,605 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,548,605 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GETTLESON, WITZER & O'CONNOR | $73,200 | $12,000 | $61,200 |
| GREEN HASSON JANKS | $27,300 | $0 | $27,300 |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (4 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Net Investment IncomeNetInvestmentIncomeAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|---|
| AMEN TV SERIES | 2008-08-04 | $1,272,500 | $756,428 | 180.000000000000 | $84,833 | $84,833 | $841,261 |
| COMEDY CLASSICS | 2008-08-04 | $40,000 | $23,780 | 180.000000000000 | $2,667 | $2,667 | $26,447 |
| THE TS THEME | 2008-08-04 | $90,000 | $53,500 | 180.000000000000 | $6,000 | $6,000 | $59,500 |
| THE BIG CHILL | 2008-08-04 | $122,500 | $72,822 | 180.000000000000 | $8,167 | $8,167 | $80,989 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,862,930 | EOYBookValueAmt |
| EOYFMV | $3,914,722 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $34,427,549 | EOYBookValueAmt |
| EOYFMV | $39,838,919 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,799,921 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,690,364 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (69 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACOF IV BB AIV OFFSHORE FEEDER II | AT COST | $32,772 | $32,772 |
| ACOF IV CWC AIV BLOCKED FEEDER LP | AT COST | $62,603 | $62,603 |
| ACOF V DP-A AIV LP | AT COST | $8,659 | $8,659 |
| ACOV IV TO AIV ONSHORE FEEDER II LP | AT COST | $37,893 | $37,893 |
| AF IV CAYMAN AIV, LP | AT COST | $3,698 | $3,698 |
| AG ENERGY PARTNERS II, LP | AT COST | $447,184 | $476,526 |
| AG ENERGY PARTNERS, LP | AT COST | $102,728 | $92,164 |
| ARCHER CAPITAL OFFSHORE LTD | AT COST | $3,504,789 | $4,863,054 |
| ARES CORP OPPORT FUND ASIA | AT COST | $712,263 | $820,545 |
| ARES CORP OPPORT FUND IV | AT COST | $363,867 | $499,412 |
| ARES CORP OPPORT FUND IV BLACKBRUSH ONSHORE BLOCKER | AT COST | $32,779 | $32,779 |
| ARES CORP OPPORT FUND V LP | AT COST | $622,079 | $648,201 |
| ARGENTIERE FUND LTD | AT COST | $6,340,305 | $6,201,479 |
| BEACH POINT SECURITIZED CREDIT FUND, LP | AT COST | $3,875,282 | $4,035,609 |
| BIENVILLE GLOBAL OPPORTUNITIES OFFSHORE | AT COST | $2,458,967 | $2,240,464 |
| BLUMBERG CAPITAL III LP | AT COST | $637,665 | $915,931 |
| BLUMBERG CAPITAL IV, LP | AT COST | $433,031 | $510,473 |
| CANYON BALANCED FUND (CAYMAN) | AT COST | $3,401,859 | $5,193,549 |
| CANYON LAUREL INVESTMENT FUND CAYMAN (B) LP CLAP | AT COST | $772,365 | $796,381 |
| CAPITAL ROYALTY PARTNERS II | AT COST | $395,130 | $525,812 |
| CRG PARTNERS III (CAYMAN) | AT COST | $527,402 | $596,782 |
| CSCOF III BLOCKER LP | AT COST | $410,508 | $448,470 |
| DUNE REAL ESTATE PARTNERS LP | AT COST | $651,038 | $982,239 |
| GATEWOOD CAPITAL OPPORTUNITY FUND (CAYMAN) LP | AT COST | $602,424 | $690,346 |
| GATEWOOD ICG INVESTORS | AT COST | $566 | $566 |
| GREEN EQUITY INVESTORS VI | AT COST | $455,417 | $762,421 |
| GREEN EQUITY INVESTORS VII LP | AT COST | $551,536 | $376,556 |
| HACKMAN CAPITAL REAL ESTATE FUND II | AT COST | $819,852 | $792,029 |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS III | AT COST | $745,388 | $1,090,555 |
| INDUSTRY VENTURES SECONDARY VIII LP | AT COST | $83,580 | $171,247 |
| IRON SHIELD SPECIAL SIT | AT COST | $3,153,379 | $5,211,654 |
| IVY HILL V | AT COST | $3,000,000 | $2,999,970 |
| JRK PLATFORM 3 PARALLEL LP | AT COST | $221,701 | $648,812 |
| JWCF GP, INC. | AT COST | $25,000 | $14,700 |
| JWCF LP | AT COST | $1,142,533 | $1,453,600 |
| KOPERNICK GLOBAL ALL-CAP OFF | AT COST | $4,126,970 | $4,813,055 |
| LBA REALTY FUND V LP | AT COST | $683,387 | $702,660 |
| LUX CO-INVEST OPPORTUNITIES LP | AT COST | $174,641 | $173,024 |
| LUX VENTURES III LP | AT COST | $576,746 | $1,006,102 |
| LUX VENTURES IV LP | AT COST | $710,548 | $1,368,928 |
| LUX VENTURES V, LP | AT COST | $137,437 | $126,600 |
| MADISON INTL REAL ESTATE LIQ FUND - AIV OFFSHORE | AT COST | $78,599 | $0 |
| MADISON INTL REAL ESTATE LIQUIDITY FUND V. LP COLLATERAL | AT COST | $164,994 | $378,984 |
| MALTA OFFSHORE | AT COST | $3,010,021 | $5,175,850 |
| MAPLE ROCK OFFSHORE FUND LP | AT COST | $4,281,204 | $5,044,278 |
| MREP INTL V LP | AT COST | $424,292 | $451,424 |
| MREP SECONDARIES FUND II-ROSA LP | AT COST | $345,198 | $379,430 |
| MREP SECONDARIES FUND LP | AT COST | $387,849 | $405,760 |
| MREP SIERRA PARTNERS LP | AT COST | $156,208 | $162,392 |
| NEXUS CAPITAL MANAGEMENT LP | AT COST | $57,236 | $46,261 |
| ORIGAMI OPPORTUNITIES FUND III OFFSHORE LP | AT COST | $874,118 | $965,414 |
| PARALLEL INV OPPORT PART II | AT COST | $216,011 | $202,254 |
| PRAESIDIAN CAPITAL BRIDGE FUND LP | AT COST | $1,554,430 | $1,632,792 |
| PRAESIDIAN CAPITAL EUROPE 1B | AT COST | $784,131 | $758,103 |
| PRAESIDIAN CAPITAL OPPORTUNITY FUND III, LP | AT COST | $2,300,320 | $2,999,739 |
| PRIME FINANCE CMBS B-PIECE FUND I, LP | AT COST | $2,114,987 | $2,353,183 |
| PRIME FINANCE PARTNERS IV LP | AT COST | $667,774 | $776,658 |
| PRIME FINANCE PARTNERS V LP | AT COST | $1,950,995 | $2,053,704 |
| REDMILE CAPITAL OFFSHORE | AT COST | $2,828,556 | $6,313,432 |
| REDMILE PRIVATE INVESTMENTS | AT COST | $903,238 | $1,112,328 |
| RIMROCK HIGH INCOME PLUS | AT COST | $3,225,761 | $4,328,473 |
| RK MINE FINANCE FUND I LIMITED | AT COST | $1,858,000 | $2,030,868 |
| SALIENT MLP TOTAL RETURN TE FUND LP | AT COST | $4,942,284 | $4,968,297 |
| SANDBRIDGE CONSUMER FUND I | AT COST | $1,148,389 | $1,189,306 |
| SCF I-TB, LP | AT COST | $441,278 | $653,091 |
| SERONE EC2 | AT COST | $503,646 | $515,831 |
| SILVER ROCK OFFSHORE OPPORTUNISTIC CREDIT FUND | AT COST | $5,000,000 | $5,126,817 |
| SUVRETTA OFFSHORE FUND, LTD | AT COST | $4,283,359 | $5,543,614 |
| TPP II ANNEX FUND LP | AT COST | $630,355 | $740,064 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LOEB & LOEB | $4,877 | $0 | $4,877 |
| NATIONAL REGISTERED AGENT | $246 | $0 | $246 |
| PATTISHALL, MCAUL., ET AL | $494 | $0 | $494 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (11 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTANGIBLES-ROYALTY RIGHTS | $3,711,405 | $1,525,000 | $539,800 |
| ACCUM AMORT-ROYALTY RIGHTS | -$1,988,874 | -$1,008,197 | |
| ROYALTY RECEIVABLE-UNIVERSAL | $14 | $14 | $14 |
| REDEMPTION RECEIVABLE - COMMONWEALTH OPPORTUNITY FUND | $0 | $115,908 | $115,908 |
| REDEMPTION RECEIVABLE - JHL CAPITAL GROUP | $162,211 | $0 | $0 |
| IMAGINE VENTURES | -$13,511 | -$15,131 | $0 |
| PASSIONS JOINT VENTURE | -$4,631 | -$6,050 | $0 |
| WOODWORK DISPLAY ASTORIA | -$7,304 | -$12,974 | $18,600 |
| VARSITY HEALTHCARE PARTNERS II-A, LP | -$2,628 | $119,883 | $108,864 |
| AF IV ENERGY II AIV B1 NET INCOME | -$8,668 | -$11,879 | $0 |
| AF V ENERGY II DELAWARE FEEDER B LP | $0 | -$357 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $260 | $0 | $260 |
| BANK CHARGES | $25 | $25 | $0 |
| DELIVERY/SHIPPING | $196 | $0 | $196 |
| INSURANCE | $38,964 | $0 | $38,964 |
| OFFICE & MISC EXPENSES | $1,141 | $0 | $1,141 |
| NET PASS THRU EXPENSES & LOSSES | $1,197,037 | $1,188,006 | $8,389 |
| STORAGE | $14,629 | $0 | $14,629 |
| DUES & SUBSCRIPTIONS | $9,000 | $0 | $9,000 |
| THIRD-PARTY ROYALTY & PROFIT PARTICIPATIONS | $217,158 | $217,158 | $0 |
| AMORTIZATION | $101,667 | $101,667 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES & RESIDUALS | $554,719 | $554,719 | $554,719 |
| PASS-THROUGH - ORDINARY | $661,833 | $661,833 | $661,833 |
| PASS-THROUGH - RENTAL | $107,443 | $107,443 | $107,443 |
| PASS-THROUGH - INTEREST INCOME | $1,306,437 | $1,306,437 | $1,306,437 |
| PASS-THROUGH - DIVIDEND INCOME | $528,968 | $528,968 | $528,968 |
| PASS-THROUGH - ROYALTY INCOME | $555 | $555 | $555 |
| PASS-THROUGH - STCG | $23,427 | $23,427 | $23,427 |
| PASS-THROUGH - LTCG | $511,644 | $511,644 | $511,644 |
| PASS-THROUGH - 1231 | $14,274 | $14,274 | $14,274 |
| PASS-THROUGH - OTHER INCOME | $0 | $0 | $0 |
| PASS-THROUGH - TAX EXEMPT | $4,045 | $0 | $4,045 |
| PASS-THROUGH - BOOK/TAX DIFFERENCE | $422,989 | $0 | $422,989 |
| OTHER INCOME-INTERCEPT | $25 | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $6 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (13 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING FEES - ICG ADVISORS | $560,388 | $560,388 | $0 |
| CUSTODY FEES-CNB 4330 | $8,564 | $8,564 | $0 |
| INVESTMENT MANAGEMENT FEES-RNC GENTER | $24,525 | $24,525 | $0 |
| CUSTODY FEES-CNB 4340 | $4,641 | $4,641 | $0 |
| INVESTMENT MANAGEMENT FEES-GREEN EQUITY INVESTORS V1 LP | $246 | $246 | $0 |
| INVESTMENT MANAGEMENT FEES-AMI | $44,961 | $44,961 | $0 |
| INVESTMENT MANAGEMENT FEES-ACR | $51,073 | $51,073 | $0 |
| ADR FEES-ACR ACCOUNT | $763 | $763 | $0 |
| INVESTMENT MANAGEMENT FEES-AMI SMALL CAP | $24,992 | $24,992 | $0 |
| FTI CONSULTING INC | $7,500 | $0 | $7,500 |
| NORMAN DAVID HOLLYN CONSULTING | $30,803 | $0 | $30,803 |
| PAYCHEX- PAYROLL PROCESSING FEES | $1,146 | $487 | $659 |
| WONDERING MINDS: MINDFULNESS WITH KIDS LLC | $3,413 | $0 | $3,413 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $175,000 | $0 | $175,000 |
| PAYROLL TAXES | $32,555 | $13,846 | $18,709 |
| FEDERAL BACKUP WITHHOLDINGS | $10 | $10 | $0 |
| FOREIGN TAXES | $25,699 | $25,699 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JWCF LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 VENTURA BLVD 900 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821165653 | EIN |
| Desc | CASH DISTRIBUTION | Desc |
| Amt | $1,381,400 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,000 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JWCF LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 VENTURA BLVD 900 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821165653 | EIN |
| Desc | INTANGIBLES FOR CAPITAL CONTRIBUTION ON 7/1/2017 | Desc |
| Amt | $1,381,400 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,381,400 | TotalAmt |