OTIS BOOTH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- OTIS BOOTH FOUNDATION (EIN 95-6140019)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-10-15
- IRS object ID
- 201922889349100832
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-15T16:53:07-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH HOPE STREET SUITE 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956140019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OTIS BOOTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OTIS | BusinessNameControlTxt |
| Phone | 3104712575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PALMER MURRAY | PersonNm |
| Person Title | VP & TREASURER | PersonTitleTxt |
| Phone | 3104712575 | PhoneNum |
| Signature | 2019-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY M WYLIE | PreparerPersonNm |
| PTIN | P00241767 | PTIN |
| Phone | 2135932300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.76.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-15 | IPDt |
| IP Tm | 15:14:12 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5D794220C68C161820A811785299AFD302F4C684 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 10D40757338076D52CC4237D125AC571E9019363 | 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 | $191,416,209 | 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 | $198 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $198 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,852,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,946,536 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,072,642 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,029,626 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,523,041 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,199,034 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,436,882 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,124,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,906,657 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $146,782 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $73,391 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $77,733 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $487,294 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $487,294 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $162,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $89 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $403 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,705,855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $160,590 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,115 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,502,008 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $721,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,251 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,029,929 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,881,055 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,531,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $721,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,962,306 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,407,420 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,185,293 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,152,573 | CashBOYAmt |
| Cash EOY | $1,294,644 | CashEOYAmt |
| Cash EOYFMV | $1,294,644 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $12,184,336 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $8,766 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,766 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $147,004,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $150,435,672 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $150,435,672 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $36,539,796 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,677,127 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,677,127 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $197,881,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $191,416,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $191,416,209 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $193,610 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $99,315 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,807,184 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,956,059 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,479,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,516,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,479,794 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,571,374 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $188,401,495 | CapitalStockBOYAmt |
| Capital Stock EOY | $184,844,835 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $188,401,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $184,844,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $197,881,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $191,416,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $188,401,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,407,420 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,850,760 | OtherIncreasesAmt |
| Subtotal | $184,844,835 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $184,844,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIDELITY - CAPITAL GAIN DISTRIBUTION | 2017-12-01 | 2018-11-30 | $554,696 | $554,696 | $554,696 | ||
| PUBLICLY TRADED SECURITIES | 2017-12-01 | 2018-11-30 | $3,474,930 | $2,517,946 | $2,517,946 | $956,984 | |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | 2017-12-01 | 2018-11-30 | $3,461 | $3,461 | $3,461 | P | |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | 2017-12-01 | 2018-11-30 | $5,191 | $5,191 | $5,191 | P | |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | 2017-12-01 | 2018-11-30 | $2,263 | $2,263 | $2,263 | P | |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | 2017-12-01 | 2018-11-30 | $1,358 | $1,358 | $1,358 | P | |
| FROM K-1 - BLACKSTONE TACTICAL OPPORTUNITIES FUND (CAYMAN) LP | 2017-12-01 | 2018-11-30 | $349,759 | $349,759 | $349,759 | P | |
| FROM K-1 - BLACKSTONE TACTICAL OPPORTUNITIES FUND LP | 2017-12-01 | 2018-11-30 | $88,367 | $88,367 | $88,367 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,523,041 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,359,931 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $189,284,346 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054732 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,387,304 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $175,286,409 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064964 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,619,317 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $190,718,586 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066167 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,748,682 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $193,917,578 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050272 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,588,805 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $182,763,606 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090766 | DistributionYr5Rt |
| Total Distribution | 0.326901 | TotalDistributionRt |
| Average Distribution | 0.065380 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $191,449,547 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,516,971 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $71,853 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,588,824 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,962,306 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $143,706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $143,706 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $143,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $139,681 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $214,681 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $94 | EsPenaltyAmt |
| Overpayment | $70,881 | OverpaymentAmt |
| Applied To ES Tax | $70,881 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LYNN A BOOTH | IndividualWithBooksNm |
| Phone | 3104712575 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO RD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LYNN A BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | PRESIDENT & TTEE | 4.00 | $0 | $0 | $0 |
| PALMER N MURRAY | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, TREAS., ASSIST. SEC & | 4.00 | $0 | $0 | $0 |
| LOREN BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, SEC. & TTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOURDMURRAY | |||||
| 9777 WILSHIRE BLVD SUITE 1018 | BEVERLY HILLS | CA | 90212 | INVESTMENT ADVISORY SERVICES | $488,078 |
| ANDERSEN TAX LLC | |||||
| 400 S HOPE STREET SUITE 1000 | LOS ANGELES | CA | 90071 | TAX & ACCOUNTING | $137,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $149,314,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,641,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $40,409,599 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $194,365,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $194,365,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,915,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $191,449,547 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,572,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,572,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $143,706 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,346 | IncomeTaxAmt |
| Total Tax | $146,052 | TotalTaxAmt |
| Distributable Before Adj | $9,426,425 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,426,425 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,426,425 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,962,306 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,962,306 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,962,306 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,426,425 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,607,703 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $158,860 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,189,570 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,747,705 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,165,568 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,869,406 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,962,306 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,426,425 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,535,881 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,405,287 | 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 | $7,607,703 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,797,584 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $158,860 | ExcessFromYear4Amt |
| Excess From Year3 | $3,189,570 | ExcessFromYear3Amt |
| Excess From Year2 | $2,747,705 | ExcessFromYear2Amt |
| Excess From Year1 | $1,165,568 | ExcessFromYear1Amt |
| Excess From Current Year | $1,535,881 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (152 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1887 FUND | ||||||||
| 1158 26TH STREET SUITE 876 | SANTA MONICA | CA | 90403 | N/A | PC | SUPPORT OF DOCUMENTARY FILM ON RESTORATION OF VETERANS AFFAIRS WEST LA. | $30,000 | |
| A PURPOSEFUL RESCUE | ||||||||
| C/O HILLARY ROSEN 1122 CARMONA AVE | LOS ANGELES | CA | 90019 | N/A | PC | TO SAVE DOGS FROM HIGH-KILL LOS ANGELES AREA SHELTERS. | $25,000 | |
| AHA ATTITUDE HARMONY ACHIEVEMENT | ||||||||
| 1209 DE LA VINA STREET SUITE A | SANTA BARBARA | CA | 93101 | N/A | PC | AN ORGANIZATION DEDICATED TO THE DEVELOPMENT OF CHARACTER, IMAGINATION, SOCIAL-EMOTIONAL INTELLIGENCE, AND SOCIAL CONSCIENCE IN TEENAGERS. | $5,000 | |
| ALL SAINTS CHURCH | ||||||||
| 504 NORTH CAMDEN DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PC | PROVIDES GENERAL OPERATING SUPPORT FOR THE CHURCH. | $100,000 | |
| ALL SAINTS CHURCH | ||||||||
| 504 NORTH CAMDEN DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PC | PROVIDES GENERAL OPERATING SUPPORT FOR THE CHURCH. | $200,000 | |
| ALL SAINTS EPISCOPAL CHURCH | ||||||||
| 6300 NORTH CENTRAL AVENUE | PHOENIX | AZ | 85012 | N/A | PC | MODERNIZATION OF CAMPUS AND ENRICHING OF LEARNING ENVIRONMENTS. | $100,000 | |
| ANGELS IN FUR DOG RESCUE | ||||||||
| 18039 CHATSWORTH STREET | GRANADA HILLS | CA | 91344 | N/A | PC | TO SUPPORT THIS DOG RESCUE ORGANIZATION DEDICATED TO RESCUING, REHABILITATING AND RESTORING DOGS TO LOVING HOMES. | $20,000 | |
| ART CENTER COLLEGE OF DESIGN | ||||||||
| DEVELOPMENT DEPARTMENT 1700 LIDA | PASADENA | CA | 91103 | N/A | PC | TO PROVIDE ONGOING SUPPORT TO THE ART SCHOOL. | $1,000 | STREET |
| ASPCA | ||||||||
| 520 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | TO SAVE ANIMALS IN THE LOS ANGELES AREA. | $25,000 | |
| ASPEN VALLEY HOSPITAL FOUNDATION | ||||||||
| 401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | N/A | PC | TO SUPPORT THIS HOSPITAL WHICH FOCUSES ON COMMUNITY OUTREACH, EDUCATING THE COMMUNITY, AND GIVING A HIGH LEVEL OF CARE. | $20,000 | |
| BALLET THEATRE FOUNDATION INC | ||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PC | DEDICATED TO PRESERVING AND EXTENDING THE GREAT LEGACY OF CLASSICAL DANCING. | $5,000 | |
| BELLS OF FREEDOM | ||||||||
| C/O LOUIS MCKAY 12750 CARMEL COUNTY | SAN DIEGO | CA | 92130 | N/A | PC | CONNECTING CIVILIANS TO MILITARY FOR THE PURPOSE OF FINANCIAL AND EMOTIONAL SUPPORT. | $10,000 | ROAD STE 103 |
| BEYOND TYPE 1 | ||||||||
| 545 MIDDLEFIELD RD STE 220 | MENLO PARK | CA | 94025 | N/A | PC | TO EDUCATE, ADVOCATE AND CURE TYPE 1 DIABETES. | $25,000 | |
| BOB HOPE USO (DBA USO GREATER LA AREA) | ||||||||
| 200 PINE AVENUE SUITE 240 | LONG BEACH | CA | 90802 | N/A | PC | TO SUPPORT A PROGRAM WHICH SUPPORTS THE TROOPS AND THEIR FAMILIES IN VARIOUS ACTIVITIES. | $25,000 | |
| BOYS AND GIRLS CLUB OF FRESNO COUNTY | ||||||||
| 540 N AUGUSTA | FRESNO | CA | 93701 | N/A | PC | TO SUPPORT THIS PROGRAM TO ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, AND RESPONSIBLE CITIZENS. | $75,000 | |
| BROWN UNIVERSITY | ||||||||
| GIFT CASHIER 164 ANGELL STREET 2ND | PROVIDENCE | RI | 02906 | N/A | PC | TO SUPPORT THE BROWN UNIVERSITY ANNUAL FUND. | $250,000 | FLOOR |
| CAL POLY STATE UNIVERSITY FOUNDATION | ||||||||
| 1 GRAND AVE | SAN LUIS OBISPO | CA | 93407 | N/A | PC | TO SUPPORT THE JG BOSWELL AGRICULTURAL TECH CENTER FUND. | $500,000 | |
| CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION | ||||||||
| PO BOX 479 | SALINAS | CA | 93902 | N/A | PC | TO GIVE LEADERSHIP TRAINING AND EXPERIENCES IN THE FIELD OF AGRICULTURE IN CONJUNCTION WITH FOUR UNIVERSITIES. | $150,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BLVD MC 204-31 | PASADENA | CA | 91125 | N/A | PC | PAYMENT 1 OF 3 FOR THE BOOTH-KRESA LEADERSHIP CHAIR ENDOWMENT PLEDGE. | $555,555 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BLVD MC 204-31 | PASADENA | CA | 91125 | N/A | PC | TO SUPPORT ENGINEERING AND APPLIED SCIENCE PROGRAMS. | $50,000 | |
| CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION | ||||||||
| 5010 N WOODROW AVE | FRESNO | CA | 93740 | N/A | PC | TO SUPPORT THE LYLES CENTER FOR INNOVATION AND ENTREPRENEURSHIP AT THIS SCHOOL. | $20,000 | |
| CARDIOVASCULAR RESEARCH FOUNDATION OF SOUTHERN CALIFORNIA | ||||||||
| 414 NORTH CAMDEN DRIVE SUITE 1100 | BEVERLY HILLS | CA | 90210 | N/A | PC | TO SUPPORT CARDIOVASCULAR RELATED RESEARCH AND EDUCATION. | $10,000 | |
| CATE SCHOOL | ||||||||
| 1960 CATE MESA ROAD | CARPINTERIA | CA | 93013 | N/A | PC | 4TH INSTALLMENT OF $5 MILLION PLEDGE TO SUPPORT THE CONSTRUCTION OF NEW DINING COMMONS AND STUDENT CENTER ON CAMPUS. | $1,000,000 | |
| CENTER THEATRE GROUP | ||||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH PRODUCES AND PRESENTS THEATRE OF THE HIGHEST CALIBER, BY NURTURING NEW ARTISTS, ATTRACTING NEW AUDIENCES, AND YOUTH OUTREACH. | $20,000 | |
| CENTRAL VALLEY COMMUNITY FOUNDATION | ||||||||
| 5260 NORTH PALM AVENUE SUITE 122 | FRESNO | CA | 93704 | N/A | PC | TO SUPPORT THE EFFORTS OF THIS ORGANIZATION COLLABORATING AS A HUB FOR DONORS, NONPROFITS, AND THE LOCAL COMMUNITY. | $20,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | N/A | PC | TO SUPPORT PHYSICIANS AND SCIENTISTS' RESEARCH INTO DISEASES AND DISORDERS PRIMARILY AFFECTING CHILDREN. | $50,000 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 2121 W TEMPLE ST | LOS ANGELES | CA | 90026 | N/A | PC | A SUPPORT PROGRAM TO HELP CHILDREN IN LOS ANGELES' MOST CHALLENGED COMMUNITIES HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE. | $5,000 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 2121 W TEMPLE ST | LOS ANGELES | CA | 90026 | N/A | PC | A SUPPORT PROGRAM TO HELP CHILDREN IN LOS ANGELES' MOST CHALLENGED COMMUNITIES HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE. | $100,000 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 2121 W TEMPLE ST | LOS ANGELES | CA | 90026 | N/A | PC | A SUPPORT PROGRAM TO HELP CHILDREN IN LOS ANGELES' MOST CHALLENGED COMMUNITIES HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE. | $25,000 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 2121 W TEMPLE ST | LOS ANGELES | CA | 90026 | N/A | PC | A SUPPORT PROGRAM TO HELP CHILDREN IN LOS ANGELES' MOST CHALLENGED COMMUNITIES HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE. | $30,000 | |
| CITY YEAR LOS ANGELES | ||||||||
| 606 S OLIVE 2ND FLOOR | LOS ANGELES | CA | 90014 | N/A | PC | TO PARTNER WITH SCHOOL DISTRICTS AND WORK IN SCHOOLS WITH INDIVIDUAL STUDENTS WHO ARE AT-RISK OF DROPPING OUT. | $50,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA SUITE 240 | LOS ANGELES | CA | 90012 | N/A | PC | TO EMPOWER AND SUPPORT FOSTER YOUTH IN COLLEGE TO GRADUATE AND LAUNCH SUCCESSFUL CAREERS. | $125,000 | |
| CRANE COUNTRY DAY SCHOOL | ||||||||
| 1795 SAN LEANDRO LANE | SANTA BARBARA | CA | 93108 | N/A | PC | SUPPORT SCHOOL THAT BUILDS CHARACTER AND CONFIDENCE WHILE CELEBRATING THE JOY OF LEARNING. | $20,000 | |
| CURTIS SCHOOL | ||||||||
| 15871 MULHOLLAND DRIVE | LOS ANGELES | CA | 90049 | N/A | PC | SUPPORT THE MISSION OF THE SCHOOL WHICH IS "TO DEVELOP, IN EVERY CHILD, A SOUND MIND IN A SOUND BODY GOVERNED BY A COMPASSIONATE HEART." | $25,000 | |
| DANNY & RON'S RESCUES | ||||||||
| 341 CANTEY LANE | REMBERT | SC | 29128 | N/A | PC | PET RESCUE AND SUPPORTING PETS IN POVERTY. | $50,000 | |
| DOLORES MISSION | ||||||||
| 171 SOUTH GLESS STREET | LOS ANGELES | CA | 90033 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH PROVIDES VITAL SERVICES TO THIS COMMUNITY WHICH HELPS PARISHIONERS AND STUDENTS. | $20,000 | |
| ECHOES OF HOPE | ||||||||
| 300 N CONTINENTAL BLVD SUITE 622 | EL SEGUNDO | CA | 90245 | N/A | PC | STRIVES TO AWAKEN THE SPIRIT OF HOPE IN EMANCIPATED FOSTER YOUTH BY MEETING THEIR NEEDS. | $5,000 | |
| EQUINE ADVOCATES INC | ||||||||
| C/O KAREN WAGNER 3212 STATE ROUTE | VALATIE | NY | 12184 | N/A | PC | TO RESCUE, PROTECT, AND PREVENT THE ABUSE OF HORSES. | $20,000 | 66 |
| EQUINE ADVOCATES INC | ||||||||
| C/O KAREN WAGNER 3212 STATE ROUTE | VALATIE | NY | 12184 | N/A | PC | TO RESCUE, PROTECT, AND PREVENT THE ABUSE OF HORSES. | $18,000 | 66 |
| FRIENDS OF FAI | ||||||||
| US OFFICE C/O CASA ITALIANA | NEW YORK | NY | 10011 | N/A | PC | TO SUPPORT THE PRESERVATION OF ITALY'S MOST CHERISHED LANDMARKS SO THAT FUTURE GENERATIONS MAY ENJOY THEIR BEAUTY. | $10,000 | ZERILLI-MARIMO 24 WEST 12TH STREET |
| FRIENDS OF ORANGE COVE ANIMAL SHELTER | ||||||||
| C/O BERTHA DEL BOSQUE 21411TH | ORANGE COVE | CA | 93646 | N/A | PC | TO BUILD AND MAINTAIN A NO-KILL SHELTER FOR DOGS. | $10,000 | STREET |
| GANNA WALSKA LOTUSLAND | ||||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT THE GARDEN'S PHILOSOPHIES WHICH ADDRESS THE ECOLOGY OF THE GARDEN AND EMPLOYING MANAGEMENT PRACTICES THAT PROMOTE IT. | $50,000 | |
| GIRL SCOUTS OF CENTRAL CALIFORNIA SOUTH | ||||||||
| 1377 WEST SHAW AVE | FRESNO | CA | 93711 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH STRIVES TO BUILD GIRLS OF COURAGE, CONFIDENCE, AND CHARACTER, WHO MAKE THE WORLD A BETTER PLACE. | $20,000 | |
| HAMPTON CLASSIC HORSE SHOW INC | ||||||||
| C/O EMILY ASPINALL 240 SNAKE HOLLOW | BRIDGEHAMPTON | NY | 11932 | N/A | PC | SUPPORTING COMMUNITY CHARITIES, AND THE COMMUNITY'S SOUTHAMPTON HOSPITAL. | $5,000 | ROAD |
| HARVARD-WESTLAKE SCHOOL | ||||||||
| 700 N FARING ROAD | LOS ANGELES | CA | 90077 | N/A | PC | OPERATING SUPPORT FOR THIS CO-EDUCATIONAL PREPARATORY DAY SCHOOL. | $10,000 | |
| HIGHER GROUND LOS ANGELES | ||||||||
| BOB HOPE PATRIOTIC HALL 4TH FLOOR | LOS ANGELES | CA | 90015 | N/A | PC | TO ENRICH THE LIVES OF PEOPLE WITH DIABILITIES THROUGH SPORTS AND RECREATION. | $50,000 | 1816 SOUTH FIGUEROA STREET |
| HIGHER GROUND LOS ANGELES | ||||||||
| BOB HOPE PATRIOTIC HALL 4TH FLOOR | LOS ANGELES | CA | 90015 | N/A | PC | TO ENRICH THE LIVES OF PEOPLE WITH DISABILITIES THROUGH SPORTS AND RECREATION. | $5,000 | 1816 SOUTH FIGUEROA STREET |
| HIGHER GROUND SUN VALLEY | ||||||||
| 160 7TH STREET W SUITE 2C | KETCHUM | ID | 83340 | N/A | PC | TO ENRICH THE LIVES OF PEOPLE WITH DISABILITIES THROUGH SPORTS AND RECREATION. | $50,000 | |
| HILLSIDES | ||||||||
| 815 COLORADO BLVD SUITE 300 | PASADENA | CA | 90041 | N/A | PC | SUPPORT CAMPUS RENOVATION INCLUDING NEW PARKING, ROADS AND MULTI-PURPOSE STUDENT CENTER. | $125,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | N/A | PC | THIS ORGANIZATION PROVIDES HOPE, TRAINING, AND SUPPORT TO FORMERLY GANG-INVOLVED AND PREVIOUSLY INCARCERATED MEN AND WOMEN. | $100,000 | |
| HONORED FOUNDATION | ||||||||
| HONORED FOUNDATION 1645 31ST STREET | NW WASHINGTON | DC | 20007 | N/A | PC | DEDICATED TO THE SUPPORT OF GREAT TEACHERS AND FOSTERING TEACHER/STUDENT RELATIONS. | $10,000 | |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | ||||||||
| 686 SOUTH FAIR OAKS AVE | PASADENA | CA | 91105 | N/A | PC | STUDY: AMERICA'S VETERAN'S BRAIN & HEART CHANGES. | $70,000 | |
| HUNTINGTON MEMORIAL HOSPITAL | ||||||||
| 100 W CALIFORNIA BLVD PO BOX 7013 | PASADENA | CA | 91109 | N/A | PC | SUPPORT THE TRAINING OF UP TO 35 POSTGRADUATE RESIDENTS IN INTERNAL MEDICINE. | $25,000 | |
| IMAGINEU INTERACTIVE CHILDREN'S MUSEUM | ||||||||
| 700 E MAIN STREET | VISALIA | CA | 93279 | N/A | PC | TO SUPPORT THIS PROGRAM THAT INSPIRES CHILDREN THROUGH INTERACTIVE EDUCATIONAL EXPERIENCES. | $50,000 | |
| IMMANUEL BIBLE SCHOOL AND ACADEMY | ||||||||
| 1128 S READ AVENUE | REEDLEY | CA | 93654 | N/A | PC | TO PROVIDE ONGOING SUPPORT TO THE GIBSONS. | $20,000 | |
| INNER-CITY ARTS | ||||||||
| 720 KOHLER ST | LOS ANGELES | CA | 90021 | N/A | PC | TO SUPPORT THIS PROGRAM THAT PROVIDES ACCESS TO ART FOR CHILDREN IN SKID ROW AREA. | $25,000 | |
| INNER-CITY ARTS | ||||||||
| 720 KOHLER ST | LOS ANGELES | CA | 90021 | N/A | PC | TO SUPPORT THIS PROGRAM THAT PROVIDES ACCESS TO ART FOR CHILDREN IN SKID ROW AREA. | $30,000 | |
| J2 FARMS | ||||||||
| 16480 VALLEY RANCH ROAD | CANYON COUNTRY | CA | 91387 | N/A | PC | TO SUPPORT THE HORSE RESCUE PROGRAM. | $100,000 | |
| JERICHO ROAD PASADENA | ||||||||
| 75 SOUTH GRAND AVE | PASADENA | CA | 91105 | N/A | PC | MATCH TALENTS OF VOLUNTEERS WITH NEEDS OF COMMUNITY BASED NON-PROFITS. | $5,000 | |
| JOHN THOMAS DYE SCHOOL | ||||||||
| 11414 CHALON ROAD | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT THIS INDEPENDENT PRIVATE COEDUCATIONAL NONSECTARIAN ELEMENTARY DAY SCHOOL. | $10,000 | |
| JOHN THOMAS DYE SCHOOL | ||||||||
| 11414 CHALON ROAD | LOS ANGELES | CA | 90049 | N/A | PC | TO SUPPORT THIS INDEPENDENT PRIVATE COEDUCATIONAL NONSECTARIAN ELEMENTARY DAY SCHOOL. | $10,000 | |
| JUDICIAL WATCH | ||||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | N/A | PC | TO SUPPORT THE FIGHT AGAINST POLITICAL CORRUPTION AND PURSUIT OF THE RULE OF THE LAW. | $10,000 | |
| KIPP LA SCHOOLS | ||||||||
| 4800 E CESAR CHAVEZ AVE | LOS ANGELES | CA | 90022 | N/A | PC | TO SUPPORT THIS PROGRAM THAT TEACHES ACADEMIC SKILLS, FOSTERS INTELLECTUAL HABITS, AND CULTIVATES GOOD CHARACTER TRAITS. | $100,000 | |
| LAS MADRINAS | ||||||||
| 1660 BEDFORD ROAD | SAN MARINO | CA | 91108 | N/A | PC | TO SUPPORT THE WORK OF AND RESEARCH BY CHILDREN'S HOSPITAL LOS ANGELES. | $10,000 | |
| LAS MADRINAS | ||||||||
| 1660 BEDFORD ROAD | SAN MARINO | CA | 91108 | N/A | PC | TO SUPPORT THE WORK OF AND RESEARCH BY CHILDREN'S HOSPITAL LOS ANGELES. | $20,000 | |
| LAS MADRINAS | ||||||||
| 1660 BEDFORD ROAD | SAN MARINO | CA | 91108 | N/A | PC | TO SUPPORT THE WORK OF AND RESEARCH BY CHILDREN'S HOSPITAL LOS ANGELES. | $10,000 | |
| LAS MADRINAS | ||||||||
| 1660 BEDFORD ROAD | SAN MARINO | CA | 91108 | N/A | PC | TO SUPPORT THE WORK OF AND RESEARCH BY CHILDREN'S HOSPITAL LOS ANGELES. | $10,000 | |
| LEARNING LAB VENTURES | ||||||||
| C/O MEGAN AUBREY 840 N AVENUE 66 | LOS ANGELES | CA | 90042 | N/A | PC | TO SUPPORT THE DISRUPTION OF GENERATIONAL POVERTY THROUGH INTENSIVE AFTER SCHOOL EDUCATION AND ENRICHMENT PROGRAMMING. | $20,000 | |
| LOS ANGELES BALLET | ||||||||
| 11755 EXPOSITION BLVD | LOS ANGELES | CA | 90064 | N/A | PC | TO SUPPORT THIS ORGANIZATION TO BE AN INSTRUMENT OF HOPE, HEALING, AND JOY BY SHARING THE GIFT OF DANCE. | $10,000 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| C/O NINA ANDRO PRESIDENT 1875 | LOS ANGELES | CA | 90067 | N/A | PC | TO PROVIDE SUPPORT FOR THE LAFD: TECHNOLOGY, EQUIPMENT, AND TRAINING. | $5,000 | CENTURY PARK EAST SUITE 200 |
| LOS ANGELES OPERA | ||||||||
| 135 NORTH GRAND AVE SUITE 327 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT BRINGING WORLD CLASS OPERA TO THE STAGE. | $50,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT ONE OF THE WORLD'S OUTSTANDING ORCHESTRAS WHICH IS LEADING THE WAY IN GROUND-BREAKING PROGRAMMING. | $50,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT ONE OF THE WORLD'S OUTSTANDING ORCHESTRAS WHICH IS LEADING THE WAY IN GROUND-BREAKING PROGRAMMING. | $50,000 | |
| LOS ANGELES WORLD AFFAIRS COUNCIL | ||||||||
| 3535 HAYDEN AVE STE 200 | CULVER CITY | CA | 90232 | N/A | PC | TO SUPPORT PRESENTING SPEAKERS TO HELP AMERICANS BETTER UNDERSTAND THE OUTSIDE WORLD AND THE ROLE THE UNITED STATES COULD PLAY. | $25,000 | |
| LOS ANGELES WORLD AFFAIRS COUNCIL | ||||||||
| 3535 HAYDEN AVE STE 200 | CULVER CITY | CA | 90232 | N/A | PC | TO SUPPORT PRESENTING SPEAKERS TO HELP AMERICANS BETTER UNDERSTAND THE OUTSIDE WORLD AND THE ROLE THE UNITED STATES COULD PLAY. | $25,000 | |
| MAKE-A -WISH CENTRAL CALIFORNIA | ||||||||
| 351 WEST CROMWELL AVE SUITE 112-A | FRESNO | CA | 93711 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH GRANTS THE WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH, AND JOY. | $20,000 | |
| MARINERS CHRISTIAN SCHOOL | ||||||||
| 300 FISCHER AVENUE | COSTA MESA | CA | 92626 | N/A | PC | TO SUPPORT THIS SCHOOL TO BUILD A FIRM FOUNDATION THROUGH CHRIST-CENTERED EDUCATION IN THE HEART AND MIND OF EACH CHILD. | $25,000 | |
| MARJAREE MASON CENTER INC | ||||||||
| 1600 M STREET | FRESNO | CA | 93721 | N/A | PC | FOR ONGOING SUPPORT. | $10,000 | |
| MARLBOROUGH SCHOOL | ||||||||
| 250 SOUTH ROSSMORE AVE | LOS ANGELES | CA | 90004 | N/A | PC | TO SUPPORT THIS SCHOOL FOR GIRLS TO DELIVER A SUPERIOR COLLEGE PREPARATORY EDUCATION IN AN ENVIRONMENT IMBUED WITH HIGH ETHICAL VALUES. | $25,000 | |
| MOUNTAIN HUMANE | ||||||||
| 100 CROY CREEK ROAD | HAILEE | ID | 83333 | N/A | PC | TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY BY CONNECTING ANIMALS AND PEOPLE. | $5,000 | |
| MUSIC CENTER | ||||||||
| 135 NORTH GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | TO MAKE QUALITY ARTS EDUCATION PART OF THE CORE CURRICULUM FOR ALL SCHOOLS IN LOS ANGELES COUNTY. | $10,000 | |
| NEWPORT HARBOR EDUCATIONAL FOUNDATION | ||||||||
| 600 IRVINE AVE | NEWPORT BEACH | CA | 92663 | N/A | PC | TO SUPPORT THIS PROGRAM BY PROVIDING FREE TUTORING, CAREER MENTORING, AND PROFESSIONAL DEVELOPMENT OF TEACHERS. | $25,000 | |
| ONE VOICE | ||||||||
| C/O SUSAN SILBERT 1228 15TH STREET | SANTA MONICA | CA | 90404 | N/A | PC | TO SUPPORT THIS ORGANIZATION HELPING FAMILIES LIVING AT POVERTY LEVEL WITHIN THEIR COMMUNITY FROM EMERGENCY RELIEF SERVICES TO A SCHOLARS PROGRAM. | $15,000 | SUITE C |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | ||||||||
| 725 S FIGUEROA ST | LOS ANGELES | CA | 90017 | N/A | PC | TO SUPPORT THIS PROGRAM THAT HELPS BUILD VAST POTENTIAL OF THE WEST COAST FOR IMPACT ON GLOBAL ISSUES, DISCOURSE AND POLICY. | $50,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | N/A | PC | TO SUPPORT THE PROTECTION OF OUR CONSTITUTION, LIMITED GOVERNMENT, AND A BALANCED APPROACH TO ENVIRONMENTAL REGULATIONS. | $150,000 | |
| PAWS FOR PURPLE | ||||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | N/A | PC | TO SUPPORT THE TRAINING OF SUPPORT DOGS FOR MILITARY VETERANS SUFFERING FROM PTSD AFTER COMBAT. | $100,000 | |
| PHASE ONE | ||||||||
| 5792 WEST JEFFERSON BLVD | LOS ANGELES | CA | 90016 | N/A | PC | TO SUPPORT THE ONGOING DEDICATION TO PHASE 1 CLINICAL TRIAL CANCER RESEARCH, INNOVATION, AND CREATING HOPE. | $10,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 W 30TH STREET | LOS ANGELES | CA | 90007 | N/A | PC | TO PROVIDE HIGH-QUALITY, AFFORDABLE, AND COMPREHENSIVE REPRODUCTIVE HEALTH CARE TO THE COMMUNITIES THROUGHOUT LOS ANGELES COUNTY. | $25,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 W 30TH STREET | LOS ANGELES | CA | 90007 | N/A | PC | TO PROVIDE HIGH-QUALITY, AFFORDABLE, AND COMPREHENSIVE REPRODUCTIVE HEALTH CARE TO THE COMMUNITIES THROUGHOUT LOS ANGELES COUNTY. | $100,000 | |
| PRESBYTERIAN SCHOOL | ||||||||
| 5300 MAIN STREET | HOUSTON | TX | 77004 | N/A | PC | TO SUPPORT FAMILY, SCHOOL, AND CHURCH UNITED IN THE EDUCATION AND SUPPORT OF EACH CHILD. | $20,000 | |
| PRISON FELLOWSHIP | ||||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | N/A | PC | TO SUPPORT THE ANGEL TREE MISSION. | $5,000 | |
| PROTECT THE HARVEST | ||||||||
| 480 SOUTHPOINT CIRCLE | BROWNSBURG | IN | 46112 | N/A | PC | TO DEFEND AND PRESERVE THE FREEDOMS OF AMERICAN CONSUMERS, FARMERS, RANCHERS, OUTDOOR ENTHUSIASTS, AND ANIMAL OWNERS. | $50,000 | |
| PROUTS NECK ASSOCIATION | ||||||||
| 499 BLACK POINT ROAD | SCARBOROUGH | ME | 04074 | N/A | PC | TO SUPPORT THE LOCAL PRESERVATION OF INFRASTRUCTURE AND ENVIRONMENT. | $10,000 | |
| RANCHO LOS ALAMITOS FOUNDATION | ||||||||
| 6400 BIXBY HILL ROAD | LONG BEACH | CA | 90815 | N/A | PC | TO SUPPORT THE HISTORICAL RANCH AND GARDENS. | $8,333 | |
| RANCHO LOS ALAMITOS FOUNDATION | ||||||||
| 6400 BIXBY HILL ROAD | LONG BEACH | CA | 90815 | N/A | PC | TO SUPPORT THE HISTORICAL RANCH AND GARDENS. | $8,333 | |
| RANCHO LOS ALAMITOS FOUNDATION | ||||||||
| 6400 BIXBY HILL ROAD | LONG BEACH | CA | 90815 | N/A | PC | TO SUPPORT THE HISTORICAL RANCH AND GARDENS. | $8,333 | |
| RANCHO MIRAGE WRITERS FESTIVAL | ||||||||
| 71100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH IS A WORLD CLASS GATHERING OF WRITERS, THINKERS, AND PEOPLE CONTRIBUTING TO THE INTELLECTUAL VITALITY OF OUR TIME. | $10,000 | |
| REIGNING HORSE FOUNDATION | ||||||||
| 3021 W RENO AVENUE | OKLAHOMA CITY | OK | 73107 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH CARES FOR THE REINING COMMUNITY AND HONORING THE SPORT'S LEGACY. | $7,500 | |
| SANTA BARBARA FOUNDATION | ||||||||
| 1111 CHAPALA ST SUITE 200 | SANTA BARBARA | CA | 93101 | N/A | PC | TO FACILITATE THE BUILDING OF PHILANTHROPY AND ADDRESS IMPORTANT COMMUNITY OPPORTUNITIES AND NEEDS. | $5,000 | |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||||
| 2559 PUESTA DEL SOL ROAD | SANTA BARBARA | CA | 93105 | N/A | PC | TO SUPPORT THIS MUSEUM OF NATURAL HISTORY WHICH ENCOURAGES DISCOVERY, AND SUSTAINABILITY, AND CONNECTS COMMUNITIES. | $20,000 | |
| SHORE COUNTRY DAY SCHOOL | ||||||||
| 545 CABOT STREET | BEVERLY | MA | 01915 | N/A | PC | TO SUPPORT THE SCHOOL'S SCIENCE AND ART INTEGRATED LEARNING PROGRAMS. | $20,000 | |
| SIRE INC | ||||||||
| 24161 SPRING DR | HOCKLEY | TX | 77447 | N/A | PC | TO SUPPORT THE THERAPEUTIC RIDING PROGRAM. | $25,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| PO BOX 93845 | PASADENA | CA | 91109 | N/A | PC | TO SUPPORT IN DEPTH JOURNALISM REGARDING VETERAN AND MILITARY ISSUES. | $10,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||
| 100 HOSPITAL DRIVE | KETCHUM | ID | 83340 | N/A | PC | TO ADVANCE INNOVATIVE PROGRAMS AND SERVICES THAT FUNDAMENTALLY IMPROVE THE HEALTH CARE EXPERIENCES OF THOSE SERVED BY ST. LUKE'S MEDICAL CENTER. | $5,000 | |
| STANFORD UNIVERSITY (HOOVER INSTITUTION) | ||||||||
| STANFORD UNIVERSITY 434 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | SEEKS TO IMPROVE THE HUMAN CONDITION BY ADVANCING IDEAS THAT PROMOTE ECONOMIC OPPORTUNITY AND PROSPERITY. | $25,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | STANFORD FUND FOR UNDERGRADUATE EDUCATION. | $50,000 | |
| SUN VALLEY SKI ACADEMY | ||||||||
| ATTN DEVELOPMENT DEPATMENT ONE | SUN VALLEY | ID | 83353 | N/A | PC | TO PROVIDE OUTSTANDING ACADEMICS, OUTDOOR PROGRAM AND A WELL-ROUNDED EXPERIENCE TO PREPARE GRADUATES TO LEAD IMPACTFUL AND PURPOSEFUL LIVES. | $10,000 | COMMUNITY SCHOOL DRIVE |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| 215 PICABO ST | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT YEAR ROUND SKI AND SNOWBOARD TRAINING AND COMPETITION OPPORTUNITIES FOR AREA ATHLETES. | $5,000 | |
| SUN VALLEY WRITERS CONFERENCE INC | ||||||||
| C/O MARCIA MODE-STAVROS 28 SYLVAN | MONTEREY | CA | 93940 | N/A | PC | TO INVITE READERS AND WRITERS INTO A REALM OF INTELLECTUAL INTIMACY TO BE EDUCATED, ENLIGHTENED, CHALLENGED, AND INSPIRED. | $12,000 | ROAD HOUSE D |
| SUN VALLEY WRITERS CONFERENCE INC | ||||||||
| C/O MARCIA MODE-STAVROS 28 SYLVAN | MONTEREY | CA | 93940 | N/A | PC | TO INVITE READERS AND WRITERS INTO A REALM OF INTELLECTUAL INTIMACY TO BE EDUCATED, ENLIGHTENED, CHALLENGED, AND INSPIRED. | $6,000 | ROAD HOUSE D |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE WEIGHT ROOM REMODEL | $200,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE HEALTHY FOOD INITIATIVE | $50,000 | |
| THE COLLEAGUES | ||||||||
| 470 WARNER AVENUE | LOS ANGELES | CA | 90024 | N/A | PC | TO SUPPORT THIS NON-PROFIT SMALL GROUP OF WOMEN WHO RAISE FUNDS FOR CHILDREN'S INSTITUTE INC. | $25,000 | |
| THE COLLEAGUES | ||||||||
| 470 WARNER AVENUE | LOS ANGELES | CA | 90024 | N/A | PC | TO SUPPORT THIS NON-PROFIT SMALL GROUP OF WOMEN WHO RAISE FUNDS FOR CHILDREN'S INSTITUTE INC. | $50,000 | |
| THE DALTON SCHOOL | ||||||||
| 108 EAST 89TH ST | NEW YORK | NY | 10130 | N/A | PC | TO SUPPORT SCHOOL WHICH IS A DIVERSE COMMUNITY COMMITTED TO A TRADITION OF LIFE-LONG LEARNING AND EDUCATIONAL INNOVATION. | $250,000 | |
| THE FULFILLMENT FUND | ||||||||
| 6100 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH OPENS YOUNG PEOPLE'S EYES TO THE POSSIBILITY OF HIGHER EDUCATION. | $5,000 | |
| THE HONOR FOUNDATION | ||||||||
| 7770 REGENTS ROAD SUITE 113-233 | SAN DIEGO | CA | 92122 | N/A | PC | TO PROFESSIONALLY SUPPORT AND PREPARE NAVY SEALS AND SPECIAL OPERATIONS PERSONNEL DURING AND AFTER THEIR SERVICE CAREER. | $7,500 | |
| THE HUNTINGTON LIBRARY | ||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | N/A | PC | ONGOING DEVELOP. OF "THE RANCH" - A PUBLICLY ACCESSIBLE LANDSCAPE ON THE GROUNDS. | $20,000 | |
| THE LYNNE COHEN FOUNDATIONPEONY PROJECT | ||||||||
| 1112 MONTANA AVE SUITE 861 | SANTA MONICA | CA | 90403 | N/A | PC | TO SUPPORT THE PROGRAM WHICH FIGHTS AGAINST WOMEN'S CANCERS THROUGH EDUCATION. | $5,000 | |
| THE PAINTED TURTLE | ||||||||
| CAMPERSHIPS AT THE PAINTED TURTLE | SANTA MONICA | CA | 90401 | N/A | PC | TO SUPPORT A TASTE OF THE VILLAGE FUNDRAISER | $10,000 | 1300 4TH STREET SUITE 300 |
| THE RAND CORPORATION | ||||||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 90407 | N/A | PC | TO SUPPORT A NONPROFIT INSTITUTION THAT HELPS IMPROVE POLICY AND DECISION-MAKING THROUGH RESEARCH AND ANALYSIS. | $10,000 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 90403 | N/A | PC | TO SUPPORT COUNSELING AND TO ADVOCATE FOR ABUSE VICTIMS. | $25,000 | |
| THE SEMINAR NETWORK TRUST | ||||||||
| 2300 WILSON BLVD SUITE 500 | ARLINGTON | VA | 22201 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH SAYS THEIR MISSION IS TO ADVOCATE FOR POLICIES THAT WILL PRESERVE THE FREEDOM AND PROSPERITY OF VETERANS AND THEIR FAMILIES. | $100,000 | |
| THE TEEN PROJECT | ||||||||
| PO BOX 692 | SUN VALLEY | CA | 91353 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH PROVIDES AT-RISK TEENS RESOURCES AND SUPPORT BY PROVIDING SAFE HOUSING, FINANCIAL SUPPORT TOWARDS A GOOD LIFE. | $200,000 | |
| THE UCLA FOUNDATION (#616500) | ||||||||
| 10945 LE CONTE AVE STE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | TO RESEARCH NEW AND BETTER TREATMENTS FOR GYNECOLOGIC CANCERS. | $50,000 | |
| THE UCLA FOUNDATION (DR ELPERIOPULMON) | ||||||||
| UCLA HEALTH SCIENCES DEVELOPMENT | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT THE HOSPITAL AND ITS WORK RE PULMONARY DISORDERS RESEARCH PROGRAM. | $50,000 | 10945 LE CONTE SUITE 3132 |
| THE UCLA FOUNDATION (PRES STRATEGIC FUND) | ||||||||
| ATTN SHANNON HAAS 10945 LE CONTE | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT STRATEGIC PRIORITIES FOR UCLA HEALTH SYSTEM. | $20,000 | AVENUE SUITE 3132 |
| THE UCLA FOUNDATION FUND 63890O | ||||||||
| UCLA MATTEL CHILDRENS HOSPITAL 650 | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT THE HOSPITAL AND ITS WORK AS THEY CARE FOR THE PHYSICAL AND EMOTIONAL WELL BEING OF CHILDREN. | $50,000 | CHARLES E YOUNG DRIVE SOUTH STE 12- |
| THE UCLA FOUNDATION FUND 64186O | ||||||||
| ATTN PARTY ON THE PIER 650 CHARLES | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT THE HOSPITAL AND ITS WORK AS THEY CARE FOR THE PHYSICAL AND EMOTIONAL WELL BEING OF CHILDREN. | $5,000 | E YOUNG DRIVE SOUTH SUITE 12-260 |
| THRIVE ANIMAL RESCUE | ||||||||
| 13875 OLD EL CAMINO REAL | SAN DIEGO | CA | 92130 | N/A | PC | THEIR MISSION IS TO SAVE ABANDONED DOGS FROM THE LONELINESS OF SHELTER LIFE AND PLACE THEM INTO LOVING FAMILIES AND FOREVER HOMES. | $25,000 | |
| TIGER WOODS FOUNDATION | ||||||||
| 121 INNOVATION DRIVE SUITE 150 | IRVINE | CA | 92617 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH ENSURES THAT EVERY STUDENT GETS THE OPPORTUNITY TO ATTEND COLLEGE. | $30,000 | |
| US OLYMPIC AND PARALYMPIC FOUNDATION | ||||||||
| ATTN DESIREE GRIM 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | N/A | SO | TO SUPPORT US OLYMPIC & PARALYMPIC ATHLETES WITH TRAINING, RESOURCES, AND VARIOUS OTHER ASSISTANCE. | $25,000 | |
| UC REGENTS (UC SANTA BARBARA) | ||||||||
| ATTN SANDY ROBERTSON UCSB 5221 | SANTA BARBARA | CA | 93101 | N/A | PC | TO SUPPORT THE ARTS & LECTURES PROGRAM AT THE UNIVERSITY. | $50,000 | CHEADLE HALL ARTS LECTURES BLDG 402 |
| UC REGENTS (UC SANTA BARBARA) | ||||||||
| ATTN SANDY ROBERTSON UCSB 5221 | SANTA BARBARA | CA | 93101 | N/A | PC | TO SUPPORT THE ARTS & LECTURES PROGRAM AT THE UNIVERSITY. | $75,000 | CHEADLE HALL ARTS LECTURES BLDG 402 |
| UNICEF | ||||||||
| 10351 SANTA MONICA BLVD SUITE 402 | LOS ANGELES | CA | 90025 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH PROVIDES LONG-TERM HUMANITARIAN AND DEVELOPMENTAL ASSISTANCE TO CHILDREN AND MOTHERS IN DEVELOPING COUNTRIES. | $12,500 | |
| UNITED FRIENDS OF THE CHILDREN | ||||||||
| ATTN BEVERLY HILLS CRAWL 1055 | LOS ANGELES | CA | 90017 | N/A | PC | TO HELP PROVIDE FOSTER YOUTH WITH THE OPPORTUNITY TO GRADUATE FROM HIGH SCHOOL, ATTEND COLLEGE AND FIND STABLE EMPLOYMENT AND HOUSING. | $5,000 | WILSHIRE BLVD SUITE 1955 |
| UNITED FRIENDS OF THE CHILDREN | ||||||||
| ATTN BEVERLY HILLS CRAWL 1055 | LOS ANGELES | CA | 90017 | N/A | PC | TO HELP PROVIDE FOSTER YOUTH WITH THE OPPORTUNITY TO GRADUATE FROM HIGH SCHOOL, ATTEND COLLEGE AND FIND STABLE EMPLOYMENT AND HOUSING. | $10,000 | WILSHIRE BLVD SUITE 1955 |
| UNIVERSITY OF SOUTHERN CALIFORNIA USC ATHLETICS | ||||||||
| HERITAGE HALL 203A | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE USC ATHLETIC PROGRAM. | $250,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA USC ATHLETICS | ||||||||
| HERITAGE HALL 203A | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE USC ATHLETIC PROGRAM. | $50,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| USC ATHLETICS HERITAGE HALL 203A | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE USC ATHLETIC PROGRAM. | $1,500,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| USC ATHLETICS HERITAGE HALL 203A | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE USC ATHLETIC PROGRAM. | $100,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| USC ATHLETICS HERITAGE HALL 203A | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE USC ATHLETIC PROGRAM. | $1,500,000 | |
| UNIVERSITY OF TEXAS FOUNDATION | ||||||||
| 1601 RIO GRANDE ST STE 360 | AUSTIN | TX | 78701 | N/A | PC | TO SUPPORT CANCER CENTER TREATMENTS THROUGH THE UNIVERSITY OF TEXAS. | $25,000 | |
| VALLEY CHILDREN'S HEALTHCARE FOUNDATION | ||||||||
| 9300 VALLEY CHILDRENS PLACE | MADERA | CA | 93636 | N/A | PC | SUPPORT FOR THE VISALIA PEDIATRIC SPECIALTY CARE CENTER. | $40,000 | |
| VALLEY OAK SPCA | ||||||||
| 9405 WEST GOSHEN AVE | VISALIA | CA | 93291 | N/A | PC | TO SUPPORT ANIMAL RESCUE. | $10,000 | |
| WESTMONT COLLEGE | ||||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT CHRISTIAN, LIBERAL ARTS COMMUNITY COLLEGE SERVING GOD'S KINGDOM BY CULTIVATING THOUGHTFUL SCHOLARS, GRATEFUL SERVANTS AND FAITHFUL LEADERS. | $100,000 | |
| WESTSIDE CHILDREN'S CENTER | ||||||||
| 5721 W SLAUSON AVE SUITE 140 | CULVER CITY | CA | 90230 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH STRIVES TO MAKE A DIFFERENCE IN THE LIVES OF AT-RISK CHILDREN IN THE COMMUNITY. | $10,000 | |
| WESTSIDE CHILDREN'S CENTER | ||||||||
| 5721 W SLAUSON AVE SUITE 140 | CULVER CITY | CA | 90230 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH STRIVES TO MAKE A DIFFERENCE IN THE LIVES OF AT-RISK CHILDREN IN THE COMMUNITY. | $1,000 | |
| WOMEN'S CANCER RESEARCH FUND OF BCRF | ||||||||
| C/O BREAST CANCER RESEARCH | NEW YORK | NY | 10036 | N/A | PC | TO SUPPORT THE FUND OF THE BREAST CANCER RESEARCH FOUNDATION, WHOSE MISSION IS TO PREVENT & CURE BREAST CANCER THROUGH RESEARCH. | $25,000 | FOUNDATION 28 W 44TH STREET SUITE 6 |
| WORD OF HONOR FUND | ||||||||
| PO BOX 777 | BELLEVUE | ID | 83313 | N/A | PC | SERVING CHILDREN WHOSE FATHERS DIED WHILE SERVING WITH U.S. SPECIAL OPERATIONS. | $25,000 | |
| YELLOWSTONE TO YUKON CONSERVATION INITIATIVE | ||||||||
| PO BOX 157 | BOZEMAN | MT | 59771 | N/A | PC | TO DEVELOP AND IMPLEMENT TIMELY REGIONAL CONSERVATION SOLUTIONS. | $10,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | N/A | PC | TO ENSURE THAT INCREASING NUMBERS OF YOUNG AMERICANS UNDERSTAND AND ARE INSPIRED BY THE IDEAS OF FREEDOM, NATIONAL DEFENSE, FREE ENTERPRISE AND TRADITIONAL VALUES. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,881,054 | 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 | $198 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,852,643 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,181 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,199,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$10,981 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,072,642 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,800 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,124,517 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,119,717 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $146,782 | Amt |
| Net Investment Income | $73,391 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $77,733 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF PART VII-B; QUESTIONS 1A(3) AND 1B | PURSUANT TO I.R.C. SECTION 4941(D)(2)(C) THE FURNISHING OF GOODS, SERVICES, OR FACILITIES BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION IS NOT AN ACT OF SELF-DEALING SINCE THE FURNISHING IS WITHOUT CHARGE AND THE GOODS, SERVICES, OR FACILITIES ARE USED EXCLUSIVELY FOR THE PURPOSES OF THE FOUNDATION. |
| FORM 990-PF PART VII-B; QUESTIONS 1A(4) AND 1B | PURSUANT TO I.R.C. SECTION 4941(D)(2)(E), THE PAYMENT OF COMPENSATION BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR THE PERFORMANCE OF PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF SUCH COMPENSATION IS NOT EXCESSIVE. |
| FORM 990-PF PART VII-B; QUESTIONS 1A(2) | PURSUANT TO I.R.C. SECTION 4941(D)(2)(B) THE LENDING OF MONEY BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF THE LOAN IS WITHOUT INTEREST OR OTHER CHARGE AND IF THE PROCEEDS OF THE LOAN ARE USED EXCLUSIVELY FOR PURPOSES SPECIFIED IN SECTION 501(C)(3). |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $91,280,000 | $91,280,000 |
| DIMENSIONAL ADV US SMALL CAP VALUE PORT (DFSVX) | $4,882,363 | $4,882,363 |
| DFA INT'L SMALL CAP VALUE (DISVX) | $8,590,162 | $8,590,162 |
| DFA EMERGING MARKTS CORE EQU PORTF (DFCEX) | $10,025,424 | $10,025,424 |
| DFA SHORT TERM EXTENDED QUAL INSTL (DFEQX) | $14,345,202 | $14,345,202 |
| DIMENSIONAL ADVISOR ONE YR FIXED INCOME PORT (DFIHX) | $2,842,396 | $2,842,396 |
| DFA FIVE YEAR GLBL FIXED INC PRTF INSTL (DFGBX) | $5,702,559 | $5,702,559 |
| VERICIMETRY US SMALL CAP VALUE FUND (VYSVX) | $7,102,532 | $7,102,532 |
| VANGUARD SHORT TERM INFLTN PROT SEC ADMR (VTAPX) | $2,854,661 | $2,854,661 |
| VANGUARD GNMA ADMIRAL (VFIJX) | $2,803,026 | $2,803,026 |
| MORGAN STANLEY | $8 | $8 |
| ACCRUED DIVIDENDS | $7,339 | $7,339 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FRONTPOINT-SJC OFFSHORE CAP L.P. | FMV | $9,196 | $9,196 |
| NORTH HAVEN CP OFFSHORE | FMV | $63,018 | $63,018 |
| RESERVOIR STRATEGIC PARTNERS FUND TE, L.P. | FMV | $1,383,031 | $1,383,031 |
| CANYON BALANCED FUND | FMV | $7,935,250 | $7,935,250 |
| ARES CAPITAL EUROPE II(D) | FMV | $2,057,382 | $2,057,382 |
| BLACKSTONE TACTICAL OPP LP. | FMV | $3,593,504 | $3,593,504 |
| WASSERSTEIN DEBT OPP OFFSHORE | FMV | $7,341,408 | $7,341,408 |
| BROAD STREET R/E CREDIT PARTNERS | FMV | $699,500 | $699,500 |
| OAKTREE STRATEGIC INCOME, LTD. | FMV | $6,314,623 | $6,314,623 |
| PETERSHILL II OFFSHORE LP | FMV | $4,224,128 | $4,224,128 |
| CZECH III SENIOR LOAN TRUST | FMV | $2,063,444 | $2,063,444 |
| CALEDONIA FUND LTD | FMV | $2,843,484 | $2,843,484 |
| CALEDONIA CO-INVEST OFFSHORE | FMV | $1,149,159 | $1,149,159 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $60,079 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND | $0 | $7,709 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND - Q | $0 | $2 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND (CAYMAN) | $0 | $22,119 | $0 |
| FORM K-1 - PETERSHILL II | $0 | $62,704 | $0 |
| FROM K-1 - CZECH III SENIOR LOAN TRUST | $0 | $3,994 | $0 |
| OFFICE EXPENSES | $7,966 | $3,983 | $3,115 |
| BAD DEBT EXPENSE | $3,697,889 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS (ORD. BUSINESS) | $0 | -$3,702 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $160,884 | $0 |
| FROM K-1 - CZECH III SENIOR LOAN TRUST (TE) | $0 | $80,022 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND (CAYMAN) | $0 | $1 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND | $0 | $643 | $0 |
| MADISON TIMBER - LOAN #2 | $19,540 | $19,540 | $19,540 |
| MADISON TIMBER - LOAN #3 | $88,853 | $88,853 | $88,853 |
| MADISON TIMBER - LOAN #4 | $221,360 | $221,360 | $221,360 |
| MADISON TIMBER - LOAN #5 | $389,186 | $389,186 | $389,186 |
| MADISON TIMBER - LOAN #6 | $405,539 | $405,539 | $405,539 |
| MADISON TIMBER - LOAN #7 | $74,556 | $74,556 | $74,556 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON ASSETS | Desc |
| Amt | $1,850,760 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES PAYABLE | Desc |
| BOY Book Value | $1,479,000 | BOYBookValueAmt |
| EOY Book Value | $1,516,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $487,294 | Amt |
| Net Investment Income | $487,294 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $182 | $0 | $178 |
| REGISTRY OF CHARITABLE TRUSTS | $225 | $0 | $225 |
| CURRENT FED EXCISE TAX PROVISION | $124,670 | $0 | $0 |
| DEFERRED FED EXCISE TAX PROVISION | $37,000 | $0 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP. FUND (CAYMAN) | $0 | $89 | $0 |