H LESLIE HOFFMAN AND ELAINE S HOFFMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- H LESLIE HOFFMAN AND ELAINE S HOFFMAN FOUNDATION (EIN 95-6048600)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349100118
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- 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 | 2025-11-14T06:49:09-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956048600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H LESLIE & ELAINE S HOFFMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HLES | BusinessNameControlTxt |
| Phone | 6264415111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 SOUTH LAKE AVENUE 830 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGINE GRAYSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6264415111 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,603,234 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $760,308 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $760,308 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $393,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,865,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $393,138 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33,862 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43,574 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,187,324 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,197,036 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $152,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $114,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $40,764 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,191 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $30,573 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,104 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,276 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,828 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $63,760 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,940 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47,820 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,373 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,093 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,280 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $317,697 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $158,849 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $158,848 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $625 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $76,351 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $76,351 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,768 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $811 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,957 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $753,242 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $234,785 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $509,657 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,330,961 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,239,254 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,084,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $234,785 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,748,911 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$896,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $962,251 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,943 | CashBOYAmt |
| Cash EOY | $298,167 | CashEOYAmt |
| Cash EOYFMV | $298,167 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $267,084 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $382,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $382,629 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $62,521 | AcctRcvblAmt |
| Acct Rcvbl BOY | $57,540 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $62,521 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $62,521 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $62,046 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $62,046 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $32,542,782 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,968,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,968,902 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,199,744 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,786,375 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,786,375 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $156,526 | OtherAssetsBOYAmt |
| Other Assets EOY | $42,594 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $42,594 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,259,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,603,234 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,603,234 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,429 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $59,445 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,599,517 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,959,241 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $331,806 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $206,392 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,952,752 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,225,078 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,306,867 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $36,378,156 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,306,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,378,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,259,619 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,603,234 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,306,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$896,879 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,028,540 | OtherIncreasesAmt |
| Subtotal | $36,438,528 | SubtotalAmt |
| Other Decreases | $60,372 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,378,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2024-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $5,865,729 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,472,591 | CostOrOtherBasisAmt |
| Gain Or Loss | $393,138 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $393,138 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $393,138 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,375 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,375 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $357 | EsPenaltyAmt |
| Overpayment | $58,268 | OverpaymentAmt |
| Applied To ES Tax | $58,268 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | WHITTIER TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6264415511 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA FINK | ||||||||
| 225 S LAKE AVE STE 830 | PASADENA | CA | 91101 | PRESIDENT/TRUSTEE | 15.00 | $38,000 | $0 | $0 |
| KIMBERLY SHEPHERD | ||||||||
| 225 S LAKE AVE STE 830 | PASADENA | CA | 91101 | VICE PRESIDENT/TRUSTEE | 15.00 | $38,000 | $0 | $0 |
| J KRISTOFFER POPOVICH | ||||||||
| 225 S LAKE AVE STE 830 | PASADENA | CA | 91101 | TREASURER/TRUSTEE | 15.00 | $38,000 | $0 | $0 |
| JENNIFER ALLEN | ||||||||
| 225 S LAKE AVE STE 830 | PASADENA | CA | 91101 | SECRETARY/TRUSTEE | 15.00 | $38,000 | $0 | $0 |
| PEGINE GRAYSON | ||||||||
| 225 S LAKE AVE STE 830 | PASADENA | CA | 91101 | FOUNDATION ADMINISTRATOR | 15.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PHILANTHROPY/INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $279,234 | CompensationAmt |
| 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 | $35,242,876 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $529,976 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,786,375 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,559,227 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,559,227 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $593,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,965,839 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,948,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,948,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,375 | TotalTaxAmt |
| Distributable Before Adj | $1,934,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,934,917 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,934,917 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,748,911 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,748,911 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,934,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $126,422 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,748,911 | QualifyingDistributionsAmt |
| Applied To Year1 | $126,422 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,934,917 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $687,572 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $687,572 | 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 | $687,572 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $687,572 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| USCNORRIS COMPREHENSIVE CANCER CENTER- DEVELOPMENT OFFICE | ||||||
| 1441 EASTLAKE AVENUE NOR 3456 | LOS ANGELES | CA | 900899173 | PC | USC NORRIS CANCER CENTER | $834,254 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | PC | USC MARSHALL SCHOOL OF BUSINESS - POPOVICH FAMILY SCHOLARSHIP FUND | $375,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | PC | GENERAL OPERATING SUPPORT | $350,000 |
| UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION | ||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | PC | SUPPORT FOR 2028 LOS ANGELES OLYMPICS ($1,000,000 GRANT, PAYABLE OVER 4 YEARS) | $250,000 |
| HUNTINGTON MEMORIAL HOSPITAL | ||||||
| 100 W CALIFORNIA BLVD | PASADENA | CA | 91105 | PC | CAMPAIGN FOR HUNTINGTON HOSPITAL | $200,000 |
| KIDSPACE CHILDREN'S MUSEUM | ||||||
| 480 N ARROYO BLVD | PASADENA | CA | 91103 | PC | IN SUPPORT OF THE MASTERPLAN FOR A CAPITAL CAMPAIGN | $50,000 |
| KIDSPACE CHILDREN'S MUSEUM | ||||||
| 480 N ARROYO BLVD | PASADENA | CA | 91103 | PC | SUPPORT FOR A WORK OF ART GALA | $20,000 |
| MAYFIELD JUNIOR SCHOOL OF THE HOLY CHILD JESUS | ||||||
| 405 S EUCLID AVE | PASADENA | CA | 91101 | PC | ANNUAL FUND | $15,000 |
| HIGHER GROUND INC | ||||||
| 100 LEADVILLE AVE SUITE 100 | KETCHUM | ID | 83340 | PC | TO SUPPORT THE HIGHER GROUND ANNUAL BENEFIT | $11,000 |
| HOLY FAMILY CHURCH | ||||||
| 1501 FREMONT AVE | SOUTH PASADENA | CA | 91030 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| KIDSPACE CHILDREN'S MUSEUM | ||||||
| 480 N ARROYO BLVD | PASADENA | CA | 91103 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| MAYFIELD JUNIOR SCHOOL OF THE HOLY CHILD JESUS | ||||||
| 405 S EUCLID AVE | PASADENA | CA | 91101 | PC | SUPPORT FOR MUSIC PROGRAM | $10,000 |
| THE ZOOLOGICAL SOCIETY OF SAN DIEGO | ||||||
| 2920 ZOO DR | SAN DIEGO | CA | 92101 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| UNITED STATES OLYMPIC & PARALYMPIC COMMITTEE | ||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | PC | SUMMER OLYMPICS ROWING TEAM | $10,000 |
| MAYFIELD JUNIOR SCHOOL OF THE HOLY CHILD JESUS | ||||||
| 405 S EUCLID AVE | PASADENA | CA | 91101 | PC | FOR THE PATRON DRIVE | $7,500 |
| AZUSA PACIFIC UNIVERSITY | ||||||
| 901 E ALOSTA AVE | AZUSA | CA | 91702 | PC | SUPPORT FOR THE BASEBALL PROGRAM | $5,000 |
| CANCER SUPPORT COMMUNITY GREATER SAN GABRIEL VALLEY | ||||||
| 331 W SIERRA MADRE BLVD | SIERRA MADRE | CA | 91024 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| DEVIL PUPS INC | ||||||
| 1895 AVENIDA DEL ORO 4060 | OCEANSIDE | CA | 92052 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FUND FOR PARTNERSHIP FOR SUCCESS | ||||||
| 1030 E CALIFORNIA BLVD | PASADENA | CA | 91106 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| KIDSPACE CHILDREN'S MUSEUM | ||||||
| 480 N ARROYO BLVD | PASADENA | CA | 91103 | PC | CIRCLE OF FRIENDS | $5,000 |
| LAS MADRINAS | ||||||
| 4650 W SUNSET BLVD | CITY OF INDUSTRY | CA | 900276062 | PC | GENERAL OPERATING SUPPORT, IN RESPONSE TO THE ANNUAL APPEAL | $5,000 |
| MARANATHA HIGH SCHOOL | ||||||
| 169 S ST JOHN AVE | PASADENA | CA | 91105 | PC | SUPPORT FOR ENDOWMENT IN HONOR OF JOHN ROUSE'S RETIREMENT | $5,000 |
| PASADENA HUMANE SOCIETY & SPCA | ||||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | PC | GENERAL OPERATING SUPPORT, IN HONOR OF WETA MATHIAS | $5,000 |
| PASADENA RONALD MCDONALD HOUSE | ||||||
| 763 PASADENA AVE | PASADENA | CA | 91105 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ST FRANCIS HIGH SCHOOL OF LA CANADA FLINTRIDGE | ||||||
| 200 FOOTHILL BLVD | LA CANADA | CA | 91011 | PC | FOR ANNUAL BENEFIT | $5,000 |
| ST FRANCIS HIGH SCHOOL OF LA CANADA FLINTRIDGE | ||||||
| 200 FOOTHILL BLVD | LA CANADA | CA | 91011 | PC | ST. FRANCIS FUND | $5,000 |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||
| 100 HOSPITAL DR | KETCHUM | ID | 83340 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| UNION STATION HOMELESS SERVICES | ||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HUNTINGTON LIBRARY ART MUSEUM AND BOTANICAL GARDENS | ||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | PC | SUPPORT FOR SOCIETY OF FELLOWS | $3,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | PC | USC MEN'S CREW - ANNUAL ERG-A-THON | $3,000 |
| LITTLE LEAGUE BASEBALL INC | ||||||
| 2910 SOUTHMORE AVE | PASADENA | TX | 77503 | PC | GENERAL OPERATING SUPPORT | $2,500 |
| AZUSA PACIFIC UNIVERSITY | ||||||
| 901 E ALOSTA AVE | AZUSA | CA | 91702 | PC | SUPPORT FOR THE SWIMMING PROGRAM | $1,000 |
| LIFE SKILLS FORE PASADENA YOUTH INC DBA FIRST TEE GREATER PASADENA | ||||||
| 1133 ROSEMONT AVE | PASADENA | CA | 91103 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FLINTRIDGE GUILD OF CHILDRENS HOSPITAL OF LOS ANGELES | ||||||
| PO BOX 29192 | LOS ANGELES | CA | 900290192 | PC | ANNUAL DECK THE HALLS FUNDRAISER | $500 |
| THE COLLEAGUES | ||||||
| 3312 PICO BLVD | SANTA MONICA | CA | 90405 | PC | GENERAL OPERATING SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,239,254 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 OLYMPIC PLAZA | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80909 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT FOR 2028 LOS ANGELES OLYMPICS ($1,000,000 GRANT, PAYABLE OVER 4 YEARS) | GrantOrContributionPurposeTxt |
| Amt | $750,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $750,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $760,308 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $393,138 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NET INCOME ON INVESTMENTS HELD IN EQUITY FUND | 01 | $915 |
| RENTAL INCOME | 01 | $32,947 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,187,324 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,187,324 | 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 | $28,373 | Amt |
| Net Investment Income | $7,093 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,280 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $34,968,902 | EOYBookValueAmt |
| EOYFMV | $34,968,902 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,786,375 | BookValueAmt |
| EOYFMV | $3,786,375 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $63,760 | LegalFeesAmt |
| Net Investment Income | $15,940 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,820 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEASE DEPOSIT | $13,035 | $0 | $0 |
| RIGHT-OF-USE ASSETS | $143,491 | $42,594 | $42,594 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAXES | Desc |
| Amt | $60,372 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,246 | $811 | $2,434 |
| MISCELLANEOUS | $48,522 | $0 | $48,523 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RENTAL INCOME - EXCELSIOR URI LLC | $21,009 | ||
| RENTAL INCOME - EXP 1501 STATE LLC | $22,565 | ||
| NET INCOME ON INVESTMENTS HELD IN EQUITY FUND | $915 | $915 | |
| RENTAL INCOME | $32,947 | $32,947 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT | $31,983 |
| UNREALIZED GAIN | $4,996,557 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX PAYABLE | $94,873 | $155,245 |
| FEDERAL EXCISE TAX PAYABLE | $64,961 | $0 |
| LEASE LIABILITY | $171,972 | $51,147 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $158,849 | $158,849 | $0 |
| PHILANTHROPIC SVCS FEES | $158,848 | $0 | $158,848 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $625 | $625 | $0 |
| EXCISE TAX | $8,800 | $0 | $0 |