SHEILA DAVE AND SHERRY GOLD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHEILA DAVE AND SHERRY GOLD FOUNDATION (EIN 95-4636060)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349104593
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T21:11:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marina Pointe LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 W CHARLESTON BLVD 170 | AddressLine1Txt |
| City | Las Vegas | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89135 | 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 | 954636060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sheila Dave & Sherry Gold Foundation | BusinessNameLine1Txt |
| Business Name Line2 | CO Jeff Gold | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHARON UDKOFF | InCareOfNm |
| Business Name Control | SHEI | BusinessNameControlTxt |
| Phone | 3104915925 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 Laurel Canyon Blvd 139 | AddressLine1Txt |
| City | Studio City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeff Gold | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3104915925 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melissa Moskal | PreparerPersonNm |
| PTIN | P00844033 | PTIN |
| Phone | 6312450530 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $69,876,125 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,731,240 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,989,255 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,989,255 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,039,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,039,421 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,890 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,143,512 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $125,890 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$102,310 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$102,310 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,783,496 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,052,256 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $497 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $497 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $71,473 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,473 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $38,295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,095 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $121,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,511,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,511,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,633,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,511,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,150,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,001,191 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,532,510 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,322,017 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,322,017 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $8,470,072 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $5,726,642 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $8,470,072 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $8,470,072 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $4,926,659 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $24,411,607 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,411,607 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,740,191 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,711,683 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,711,683 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $13,619,182 | OtherAssetsBOYAmt |
| Other Assets EOY | $960,746 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $960,746 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $68,555,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,876,125 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,876,125 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $150 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $150 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $110,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $935,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $939,150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $110,150 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $67,616,034 | CapitalStockBOYAmt |
| Capital Stock EOY | $69,765,975 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,616,034 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,765,975 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,555,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,876,125 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,616,034 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,150,471 | ExcessRevenueOverExpensesAmt |
| Subtotal | $69,766,505 | SubtotalAmt |
| Other Decreases | $530 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,765,975 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 145,000 BOEING CO 2.25% BONDS | P | 2023-09-20 | 2024-09-16 | $138,584 | $132,385 | $1,954 | $6,199 |
| 160,000 UST NOTES 1.75% | P | 2024-03-14 | $154,869 | $156,001 | -$1,132 | -$1,132 | |
| 620,000 UST NOTES 2.375% | P | 2024-09-27 | $603,177 | $589,394 | $2,978 | $13,783 | |
| 35,000 FIFTH THIRD BANCORP 2.375% BONDS | P | 2021-12-30 | 2024-07-08 | $34,362 | $35,169 | -$807 | -$807 |
| 200,000 HCA 5.25% BONDS | P | 2022-09-16 | 2024-08-29 | $199,535 | $200,019 | -$484 | -$484 |
| 200,000 BANCO SANTANDER 2.746% BONDS | P | 2022-07-11 | 2024-08-22 | $196,192 | $189,716 | $6,476 | |
| 205,000 MORGAN STANLEY .864% BONDS | P | 2021-09-24 | 2024-10-21 | $205,000 | $204,531 | $469 | $469 |
| 200,000 BARCLAYS PLC 4.375% BONDS | P | 2023-01-13 | 2024-12-17 | $198,972 | $195,736 | $677 | $3,236 |
| 150,000 SO CAL EDISON 1.2% BONDS | P | 2024-04-24 | 2024-07-16 | $141,258 | $139,188 | $2,070 | $2,070 |
| 990,000 UST NOTES .25% | P | 2024-04-10 | $929,462 | $906,240 | $23,222 | $23,222 | |
| 960,000 UST NOTES .25% | P | 2024-05-29 | $895,677 | $871,148 | $24,529 | $24,529 | |
| 190,000 ABBVIE INC 2.6% BONDS | P | 2021-05-10 | 2024-05-29 | $187,245 | $191,572 | -$4,327 | -$4,327 |
| 200,000 HYUNDAI CAP AMER 1.8% BONDS | P | 2023-02-10 | 2024-09-27 | $194,652 | $182,438 | $12,214 | $12,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $125,890 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,617 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $55,617 | SubtotalAmt |
| Tax Based On Investment Income | $55,617 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,246 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $93,246 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $455 | EsPenaltyAmt |
| Overpayment | $37,174 | OverpaymentAmt |
| Applied To ES Tax | $37,174 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON UDKOFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104915925 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 LAUREL CANYON BLVD | AddressLine1Txt |
| City | STUDIO CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFF GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| HOWARD GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| KAREN SCHIFFER | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,830,839 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,921,919 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,844,900 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,597,658 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,597,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,073,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,523,693 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,526,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,526,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,617 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,617 | TotalTaxAmt |
| Distributable Before Adj | $3,470,568 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,470,568 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,470,568 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,511,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,511,760 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,470,568 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $166,186 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $166,186 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,511,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $207,378 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,304,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $166,186 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $166,186 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $207,378 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $207,378 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $207,378 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (205 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | ||||||||
| 3333 Wilshire Blvd Ste 103 | LOS ANGELES | CA | 90010 | NONE | PC | SUPPORT OF CHILD MENTORING | $30,000 | |
| A Place Called Home | ||||||||
| 2830 S Central Avenue | LOS ANGELES | CA | 90011 | NONE | PC | education, counseling and mentorship of underprivileged children | $35,000 | |
| HADASSAH SO CALIFORNIAMEDICAL RESEARCH | ||||||||
| 455 S Robertson Blvd | Beverly Hills | CA | 90211 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $50,000 | |
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 12400 Wilshire Blvd Ste 1500 | Los Angeles | CA | 90025 | NONE | PC | SUPPORT OF HEALTH SERVICES | $30,000 | |
| JEWISH BIG BROTHERS BIG SISTERS | ||||||||
| 11500 W Olympic Blvd Ste 900 | LOS ANGELES | CA | 90064 | NONE | PC | SUPPORT OF CHILD MENTORING | $10,000 | |
| JEWISH FREE LOAN ASSOCIATION | ||||||||
| 6505 WILSHIRE BLVD STE 715 | LOS ANGELES | CA | 90048 | NONE | PC | GRANTS FOR HOME LOANS | $5,000 | |
| JEWISH WORLD WATCH | ||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PC | SUPPORT OF PREVENTION OF MASS ATROCITIES IN THE SUDAN & CONGO | $60,000 | |
| Youth Emerging Stronger | ||||||||
| PO Box 988 | Los Angeles | CA | 90028 | NONE | PC | Support of underprivileged youth. | $3,000 | |
| MEALS ON WHEELS | ||||||||
| PO Box 241576 | Los Angeles | CA | 90024 | NONE | PC | SUPPORT OF THE HOMEBOUND | $35,000 | |
| Aquarium of the Pacific | ||||||||
| 100 Aquarium Way | Long Beach | CA | 90802 | NONE | PC | SUPPORT OF pacific ocean, its inhabitants and ecosystems | $10,000 | |
| PUBLIC CITIZEN | ||||||||
| 1600 20TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | SUPPORT OF CONSUMER ADVOCACY | $150,000 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | PC | SUPPORT OF RAPE VICTIMS | $10,000 | |
| THE SALVATION ARMY | ||||||||
| 30840 Hawthorne Blvd | Rancho Palos Verdes | CA | 90275 | NONE | PC | SUPPORT OF COMMUNITY NEEDS | $35,000 | |
| UCLA - UNICAMP | ||||||||
| 2131 John Wooden Center | LOS ANGELES | CA | 90095 | NONE | PC | SUPPORT OF EDUCATION | $25,000 | |
| VISTA DEL MAR CHILD & FAMILY SERVICES | ||||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PC | SUPPORT OF FAMILY SERVICES | $50,000 | |
| Nutritional Research Foundation | ||||||||
| 8 Bartles Corner Road Ste 106 | Flemington | NJ | 08822 | NONE | PC | Support of Clinical Research to evaluate impacts of nutrient-dense, plant-rich diets and their effects on disease. | $10,000 | |
| American Indian College Fund | ||||||||
| PO Box 172449 | Denver | CO | 80217 | NONE | PC | SUPPORT OF Education for Native American Indians | $5,000 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | ||||||||
| 700 Exposition Park Drive | Los Angeles | CA | 90037 | NONE | PC | SUPPORT OF SCIENCE EDUCATION | $112,950 | |
| LOS ANGELES VALLEY COLLEGE FOUNDATION | ||||||||
| 5800 FULTON AVENUE | VALLEY GLEN | CA | 91401 | NONE | PC | SUPPORT OF EDUCATION | $15,000 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 SOUTH ROXBURY Drive | LOS ANGELES | CA | 90035 | NONE | PC | SUPPORT OF GLOBAL HUMAN RIGHTS | $5,000 | |
| Best Buddies | ||||||||
| 100 Southeast Second St Ste 2200 | Miami | FL | 33131 | NONE | PC | SUPPORT OF Individuals with Disabilities | $5,000 | |
| THE POSSE FOUNDATION | ||||||||
| 515 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90071 | NONE | PC | SUPPORT OF HIGH SCHOOL STUDENTS WITH ACADEMIC & LEADERSHIP POTENTIAL | $75,000 | |
| WATER BUFFALO CLUB | ||||||||
| PO Box 35463 | LOS ANGELES | CA | 90035 | NONE | PC | SUPPORT OF UNDERSERVED YOUTH | $5,000 | |
| Camp Bob Waldorf Foundation | ||||||||
| 11150 W Olympic Blvd Ste 900 | Los Angeles | CA | 90064 | NONE | PC | SUPPORT OF Underprivileged Children | $25,000 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $25,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $40,000 | |
| DOWNTOWN WOMENS CENTER | ||||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | SUPPORT FOR HOMELESS WOMEN | $20,000 | |
| HOLOCauST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PC | SUPPORT FOR MUSEUM TEACHING ABOUT THE HOLOCAUST | $10,000 | |
| LEO POLITI ELEMENTARY SCHOOL | ||||||||
| 2481 WEST 11TH STREET | LOS ANGELES | CA | 90006 | NONE | PC | SUPPORT OF EDUCATION | $3,000 | |
| Chrysalis | ||||||||
| 1853 Lincoln Blvd | Santa Monica | CA | 90404 | NONE | PC | SUPPORT OF Adoption Services | $40,000 | |
| MATTHEW FORBES ROMER FOUNDATION | ||||||||
| 9858 Clint Moore ROAD | BOCA RATON | FL | 33496 | NONE | PC | SUPPORT OF MEDICAL RESEARCH FOR GENETIC BRAIN DISEASES | $5,000 | |
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||||
| 10850 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT TO ABOLISH HUNGER | $20,000 | |
| Didi Hirsh Mental Health Services | ||||||||
| 4760 S Sepulveda Blvd | Culver City | CA | 90230 | NONE | PC | SUPPORT OF Mental Health & Substance Abuse services for the poor | $50,000 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | NONE | PC | SUPPORT FOR the prevention of racial injustice | $20,000 | |
| Everytown for Gun Safety Support Fund | ||||||||
| PO Box 3886 | New York | NY | 10017 | NONE | PC | SUPPORT for ending gun violence | $3,000 | |
| Facing History & Ourselves | ||||||||
| 89 South Street Ste 401 | Boston | MA | 02111 | NONE | PC | SUPPORT OF Prevention of Racism, prejudice & antisemitism | $20,000 | |
| SIERRA CLUB | ||||||||
| 2101 Webster Street Ste 1250 | Oakland | CA | 94612 | NONE | PC | SUPPORT OF THE ENVIRONMENT | $10,000 | |
| Greenpeace Fund | ||||||||
| 1300 Eye Street NW Ste 1100 | Washington | DC | 20005 | NONE | PC | SUPPORT FOR the environment | $50,000 | |
| SPECIAL OLYMPICS | ||||||||
| 1600 FORBES WAY | LONG BEACH | CA | 90810 | NONE | PC | SUPPORT OF YEAR ROUND ATHLETIC TRAINING FOR THE HANDICAPPED | $15,000 | |
| Habitat for Humanity | ||||||||
| 8739 Artesia Blvd | Bellflower | CA | 90706 | NONE | PC | Support for building of housing for the poor | $20,000 | |
| Hope in a Suitcase | ||||||||
| 311 N Robertson Blvd 715 | Beverly Hills | CA | 90211 | None | PC | Support for foster children | $15,000 | |
| Inner City Arts | ||||||||
| 720 Kohler Street | Los Angeles | CA | 90021 | None | PC | Support for providing arts programs to underprivileged children | $5,000 | |
| Los Angeles Parks Foundation | ||||||||
| 2650 N Commonwealth Ave | Los Angeles | CA | 90027 | None | PC | support for the preservation of Los Angeles Parks | $10,000 | |
| Los Angeles Waterkeeper | ||||||||
| 360 E 2nd Street Ste 250 | Los Angeles | CA | 90012 | None | PC | Support for preservation of Santa Monica Bay, San Pedro Bay & the adjacent waters | $25,000 | |
| Museum of Tolerance | ||||||||
| 9786 W Pico Blvd | Los Angeles | CA | 90035 | None | PC | Support of education related to understanding the Holocaust | $10,000 | |
| Quilts for Kids | ||||||||
| 1501 K Street NW Ste 1100 | Washington | DC | 20005 | None | PC | Support for children with life-threatening illnesses | $10,000 | |
| The Giving Spirit | ||||||||
| 11693 San Vicente Blvd 113 | Los Angeles | CA | 90049 | None | PC | Support for the homeless | $50,000 | |
| The Richard Dawkins Foundation for Reason & Scienc | ||||||||
| PO Box 741 | Amherst | NY | 14226 | None | PC | Support of Scientific Literacy | $25,000 | |
| UCLA - Jonsson Cancer Center Foundation | ||||||||
| PO Box 7145 | Pasadena | CA | 91109 | None | PC | Support of Medical Research | $10,000 | |
| UCLA - Stem Cell Research | ||||||||
| 10920 Wilshire Blvd Ste 1400 | Los Angeles | CA | 90024 | None | PC | Support of Stem Cell Research | $10,000 | |
| JARC | ||||||||
| 6735 Telegraph Road Ste 100 | Bloomfield Hills | MI | 48301 | None | PC | Support of individuals with disabilities. | $3,000 | |
| Jewish Family Services | ||||||||
| 330 N Fairfax Ave | Los Angeles | CA | 90036 | None | PC | Support of poor and disadvantaged individuals. | $25,000 | |
| Los Angeles Fire Department Foundation | ||||||||
| 1700 Stadium Way 100 | Los Angeles | CA | 90012 | None | PC | Support of LA Fire Department. | $3,000 | |
| The Midnight Mission | ||||||||
| 601 South San Pedro Street | Los Angeles | CA | 90014 | None | PC | Support for the homeless. | $5,000 | |
| The People Concern | ||||||||
| 2116 Arlington Ave Ste 100 | Los Angeles | CA | 90018 | None | PC | Support of housing for the disadvantaged. | $2,000 | |
| UCLA Foundation - Sound Body Sound Mind | ||||||||
| PO Box 951784 | Los Angeles | CA | 90095 | None | PC | Support of prevention and treatment of childhood obesity. | $10,000 | |
| UCLA Foundation - UES Fund | ||||||||
| PO Box 7145 | Pasadena | CA | 91109 | None | PC | Support of Education. | $10,000 | |
| UCLA Gallactic Center Group | ||||||||
| PO Box 7145 | Pasadena | CA | 91109 | None | PC | Support of scientific research. | $5,000 | |
| Venice Family Clinic | ||||||||
| 604 Rose Avenue | Venice | CA | 90291 | None | PC | Support of Medical Care for the Poor | $25,000 | |
| Heal the Bay | ||||||||
| 1444 9th Street | Santa Monica | CA | 90401 | None | PC | Support of a Healthy Marine Ecosystem | $20,000 | |
| Muscular Dystrophy Association | ||||||||
| PO Box 7410354 | Chicago | IL | 60674 | None | PC | Support of Medical Research | $5,000 | |
| 826LA | ||||||||
| 1714 W Sunset Blvd | Los Angeles | CA | 90026 | None | PC | Educational support for children and their writing skills. | $10,000 | |
| A New Way of Life Reentry Project | ||||||||
| PO Box 875288 | Los Angeles | CA | 90087 | None | PC | Support of formerly incarcerated people. | $20,000 | |
| Access Books | ||||||||
| PO Box 64951 | Los Angeles | CA | 90064 | None | PC | Providing books to inner city children. | $10,000 | |
| Alexandria House | ||||||||
| 426 S Alexandria Avenue | Los Angeles | CA | 90020 | none | PC | Provision of housing for impoverished women and children. | $20,000 | |
| Consumer Reports | ||||||||
| 101 Truman Avenue | Yonkers | NY | 10703 | None | PC | Support of consumer's rights in the community. | $5,000 | |
| Earth Island Institute | ||||||||
| 2150 Allston Way Ste 460 | Berkeley | CA | 94704 | None | PC | Support for the environment. | $10,000 | |
| East Yard Communities for Environmental Justice | ||||||||
| 2317 Atlantic Blvd | Commerce | CA | 90040 | None | PC | Support for communities suffering from industrial pollution. | $8,000 | |
| Impacto - Proyecto Pastoral | ||||||||
| 135 N Mission Road | Los Angeles | CA | 90033 | None | PC | Support of underprivileged youth. | $20,000 | |
| Inner City Struggle | ||||||||
| 3467 Whittier Blvd | Los Angeles | CA | 90023 | none | PC | Support of healthy, safe and nonviolent communities in Eastside Los angeles. | $3,000 | |
| Our Children's Trust | ||||||||
| PO Box 5181 | Eugene | OR | 97405 | None | PC | To protect the Earth's atmosphere and natural systems for present and future generations. | $50,000 | |
| Partners for Progressive Israel | ||||||||
| 106 West 32nd Street Flr 2 | New York | NY | 10001 | None | PC | Support for peace between Israel and its neighbors. | $12,000 | |
| Southern California Library | ||||||||
| 6120 S Vermont Avenue | Los Angeles | CA | 90044 | None | PC | To make accessible histories of struggles that challenge racism and other systems of oppression to promote freedom. | $6,000 | |
| Liberty Hill Foundation | ||||||||
| 1001 Wilshire Blvd | Los Angeles | CA | 90017 | none | PC | Support for social justice in Los Angeles. | $15,000 | |
| UCLA Foundation - Ronald Reagan Med Ctr | ||||||||
| PO Box 7145 | Pasadena | CA | 91109 | None | PC | Support of medical research. | $35,000 | |
| Westside Food Bank | ||||||||
| 1710 22nd Street | Santa Monica | CA | 90404 | None | PC | To provide food for the poor. | $25,000 | |
| Action Against Hunger | ||||||||
| One Whitehall Street 2nd Flr | New York | NY | 10004 | none | PC | Support for malnourished children. | $25,000 | |
| Allies For Every Child | ||||||||
| 5721 W Slauson Ave | Culver City | CA | 90230 | none | PC | Supporting and cultivating conditions for children to succeed in life. | $23,000 | Suite 140 |
| Archangel Ancient Tree Archive | ||||||||
| 16884 Front St | Copemish | MI | 49625 | none | PC | Support for locating and propagating the world's largest and most iconic trees. | $3,000 | |
| Astraea Lesbian Foundation For Justice | ||||||||
| 116 East 16th Street | New York | NY | 10003 | none | PC | Support programs and initiatives led by and for diverse constituencies, prioritizing lesbians. | $1,000 | 7th Floor |
| Bet Tzedek | ||||||||
| 3250 wilshire Blvd | Los Angeles | CA | 90010 | none | PC | Support for providing free legal aid to low-income workers and seniors. | $20,000 | 13th Floor |
| Brady Center to Prevent Gun Violence | ||||||||
| 840 First Street | Washington | DC | 20002 | none | PC | Support in combating gun violence. | $5,000 | NE Suite 400 |
| Court Appointed Special Advocates | ||||||||
| 201 Centre Plaza Drive Ste 1100 | Monterey Park | CA | 91754 | none | PC | Support of children's legal rights. | $10,000 | |
| California Community Foundation | ||||||||
| 717 W Temple Street | Los Angeles | CA | 90012 | none | PC | Support for the productivity, health, and well-being of the Los Angeles community. | $3,000 | |
| Communities For A Better Environment | ||||||||
| 6325 Pacific Boulevard | Huntington Park | CA | 90255 | none | PC | Support in preventing and reducing pollution and establishing a healthy community and environment in low income communities. | $10,000 | Suite 300 |
| Community Partners For Los Angeles Walks | ||||||||
| PO Box 741265 | Los Angeles | CA | 90074 | none | PC | Support for training and mobilizing residents to advocate for safe walking environments in Los Angeles neighborhoods. | $5,000 | |
| Community Partners for Stepping Forward LA | ||||||||
| PO Box 741265 | Los Angeles | CA | 90074 | none | PC | Support for youth peer advocacy and mentoring programs. | $5,000 | |
| Environmental Working Group | ||||||||
| 1250 I Street NW Ste 1000 | Washington | DC | 20005 | none | PC | Support to empower people to live healthier lives in a healthier environment. | $15,000 | |
| Friends of The Earth | ||||||||
| 1101 15th Street NW | Washington | DC | 20005 | none | PC | Support to fight against corporations that endanger the health of people or the planet. | $5,000 | 11th Floor |
| Garden School Foundation | ||||||||
| 222 East Glenarm St | Pasadena | CA | 91106 | none | PC | Support in-depth garden based education for Los Angeles youth. | $5,000 | Suite B2 |
| Indigenous Environmental Network | ||||||||
| PO Box 485 | Bemidji | MN | 56619 | none | PC | Support of environmental and economic justice issues. | $3,000 | |
| Inner City Law Center | ||||||||
| 1309 East 7th St | Los Angeles | CA | 90021 | none | PC | Support to provide free legal services to the poorest and most vulnerable residents of Los Angeles. | $5,000 | |
| Kehillat Israel | ||||||||
| 16019 W Sunset Blvd | Pacific Palisades | CA | 90272 | none | PC | Support to promote diverse religious and spiritual worship. | $5,000 | |
| Kiss The Ground | ||||||||
| PO Box 515381 | Los Angeles | CA | 90051 | none | PC | Support for ecosystem regeneration to restore the health of soil, water, and the atmosphere. | $3,000 | |
| National Women's Law Center | ||||||||
| PO Box 200871 | Pittsburgh | PA | 15251 | none | PC | Support to aid in fighting for gender justice in courts, public policy, and society. | $3,000 | |
| NutritionFactsorg | ||||||||
| PO Box 11400 | Takoma Park | MD | 20913 | none | PC | Support in providing free education regarding non-commercial science-based public nutrition research. | $200,000 | |
| Public Counsel | ||||||||
| 610 South Ardmore Avenue | Los Angeles | CA | 90005 | none | PC | Support to provide pro bono legal services to disadvantaged individuals. | $10,000 | |
| Saban Community Clinic | ||||||||
| 8405 Beverly Blvd | Los Angeles | CA | 90048 | none | PC | Support to provide clinic care to individuals who are vulnerable and lack access to quality care. | $5,000 | |
| Social Justice Learning Institute | ||||||||
| 600 Centinela Ave | Inglewood | CA | 90302 | none | PC | Support to empower youth to rectify injustice. | $3,000 | |
| The Narrative Method | ||||||||
| 16060 Ventura Blvd | Encino | CA | 91436 | none | PC | Support to help diverse individuals connect with others through programs and workshops. | $5,000 | |
| Thousand Currents | ||||||||
| 548 Market Street Ste 62831 | San Francisco | CA | 94104 | none | PC | Support to provide grassroots movements with food for underprivileged communities. | $3,000 | |
| Union of Concerned Scientists | ||||||||
| PO Box 4123 | Woburn | MA | 01888 | none | PC | Support to provide scientific news and information to the public. | $10,000 | |
| Youth Justice Coalition | ||||||||
| PO Box 73688 | Los Angeles | CA | 90003 | none | PC | Support to challenge race, gender, and class discrimination in the Los Angeles county justice system. | $5,000 | |
| A Well-Fed World | ||||||||
| 3936 South Semoran Blvd 271 | Orlando | FL | 32822 | None | PC | Support of plant-based food programs to provide international hunger relief. | $5,000 | |
| Alma Backyard Farms | ||||||||
| PO Box 18484 | Los Angeles | CA | 90018 | None | PC | Support to provide the community with access to local and organically grown food at affordable prices. | $5,000 | |
| Bob Baker Marionette Theater | ||||||||
| 4949 York Blvd | Los Angeles | CA | 90042 | None | PC | To support unique theatrical experiences via puppetry to educate, celebrate and rejuvenate the arts. | $3,000 | |
| Boys and Girls Club of Venice | ||||||||
| 2232 Lincoln Blvd | Venice | CA | 90291 | None | PC | Support programs and activities to establish a safe and stable place for children. | $5,000 | |
| Coalition for Educational Justice | ||||||||
| 23564 Calabasas Road Suite 201 | Calabasas | CA | 91302 | None | PC | To provide support for the fight against institutional racism and inequalities within the LA school system. | $3,000 | |
| Community Partners for Mirror Memoirs | ||||||||
| PO Box 741265 | Los Angeles | CA | 90074 | None | PC | To support the healing of LGBTQ survivors of color in the movement to end child sexual abuse. | $3,000 | |
| Food Empowerment Project | ||||||||
| PO Box 13425 | San Luis Obispo | CA | 93406 | None | PC | Support of a more just and sustainable world by encouraging healthy food choices. | $5,000 | |
| Food Forward | ||||||||
| 7412 Fulton Ave 3 | North Hollywood | CA | 91605 | None | PC | To fight hunger and prevent food waste by rescuing and redistributing surplus produce. | $15,000 | |
| Harold Robinson Foundation | ||||||||
| 269 S Beverly Drive | Beverly Hills | CA | 90212 | None | PC | To support youth programs among South LA communities. | $5,000 | |
| Kurdish Peace Institute | ||||||||
| 210 Rivers Edge Drive | Great Falls | VA | 22066 | None | PC | Support for vulnerable people including the homeless & poor. | $60,000 | |
| Movement Generation | ||||||||
| PO Box 102 | Berkeley | CA | 94701 | None | PC | Support for restoration of land, labor, and culture. | $3,000 | |
| National Domestic Workers Alliance | ||||||||
| 45 Broadway Suite 320 | New York | NY | 10006 | None | PC | Support for fairness for domestic workers in the U.S including immigrants and women of color. | $3,000 | |
| No Limits Foundation | ||||||||
| 9801 Washington Blvd 2nd Flr | Culver City | CA | 90232 | None | PC | Support to provide camps for children with limb loss and differences. | $5,000 | |
| Pico Union Project | ||||||||
| 1153 Valencia Street | Los Angeles | CA | 90015 | None | PC | Support for a multi-faith cultural arts center to promote diversity within the community. | $5,000 | |
| PLUS ME Project | ||||||||
| 2519 West Avenue 30 | Los Angeles | CA | 90065 | None | PC | Support for empowering middle and high school-age youth to prepare for college and career advancement. | $3,000 | |
| RepresentUs Education Fund | ||||||||
| PO Box 60008 | Florence | MA | 01062 | None | PC | Support for public education and research to promote the message of money-in-politics corruption, and increase civic participation. | $50,000 | |
| Save the Music Foundation | ||||||||
| PO Box 2096 | New York | NY | 10108 | None | PC | Support to acquire and donate musical instruments to public school music programs. | $5,000 | |
| Saving Nature | ||||||||
| 1 Bland Spring Place | Durham | NC | 27713 | None | PC | Support for rescuing endangered and threatened species from extinction. | $25,000 | |
| Soul Fire Farms | ||||||||
| 1972 NY RT 2 | Petersburg | NY | 12183 | None | PC | Support to ending racism in the food system as it applies to afro-indigenous communities. | $3,000 | |
| Success Stories Program | ||||||||
| 1175 E Baker Street E-19 | Costa Mesa | CA | 92626 | None | PC | Support to provide programs that build safer communities as an alternative to prisons. | $5,000 | |
| Sunrise Movement Education Fund | ||||||||
| 712 H Street NE Unit 626 | Washington | DC | 20002 | None | PC | Support to perpetuate a youth movement in promotion of climate change. | $20,000 | |
| Union Rescue Mission | ||||||||
| PO Box 53629 | Los Angeles | CA | 90053 | None | PC | Support for rehabilitation through Christian core values. | $25,000 | |
| World Central Kitchen | ||||||||
| 200 Mass Avenue NW 7th Flr | Washington | DC | 20001 | None | PC | Support for providing food and cooking resources to those in crisis. | $20,000 | |
| SUPRSEED | ||||||||
| 3526 W Slauson Ave | Los Angeles | CA | 90043 | none | PC | To provide low-cost organic groceries to eliminate food deserts. | $3,000 | |
| Bridge Builders Foundation | ||||||||
| 3031 S Vermont Ave | Los Angeles | CA | 90007 | none | PC | To remove barriers of race, poverty, ignorance, and despair through mentoring and support. | $10,000 | |
| Safe Place For Youth | ||||||||
| 2649 Lincoln Blvd | Venice | CA | 90291 | NONE | PC | To provide food and clothing to homeless youth in Venice Beach. | $6,000 | |
| Anti Recidivism Coalition | ||||||||
| 1320 East 7th St Suite 260 | Los Angeles | CA | 90021 | none | PC | To reduce recidivism through mentoring and advocacy. | $3,000 | |
| Tiyya Foundation | ||||||||
| 1705 E Anaheim Apt 7 | Long Beach | CA | 90813 | none | PC | To help others achieve economic mobility and community in the United States. | $3,500 | |
| Afro-Vegan Society | ||||||||
| 13 Laurence Brooke Road | Catonsville | MD | 21228 | none | PC | To provide resources and support to help people in marginalized communities transition to vegan living. | $10,000 | |
| Los Angeles Regional Food Bank | ||||||||
| 1734 East 41st Street | Los Angeles | CA | 90058 | none | PC | To mobilize resources to fight hunger in the LA community. | $10,000 | |
| The Physicians Committee for Responsible | ||||||||
| 5100 Wisconsin Ave NW Suite 400 | Washington | DC | 20016 | none | PC | To save and improve human and animal lives through plant-based diets. | $70,000 | |
| Village for Vets | ||||||||
| 910 N Bundy Drive | Los Angeles | CA | 90049 | none | PC | To make it easier for homeless and at-risk vets to access a wider range of support. | $5,000 | |
| Innocence Project | ||||||||
| 40 Worth Street Suite 701 | New York | NY | 10013 | none | PC | To aid in freeing the innocent and preventing wrongful convictions. | $5,000 | |
| Hollywood Food Coalition | ||||||||
| PO Box 480157 | Los Angeles | CA | 90048 | none | PC | To feed and serve the immediate needs of the hungry every day of the year to build better lives. | $10,000 | |
| American Cinematheque | ||||||||
| 1604 N Cahuenga Blvd Suite A | Los Angeles | CA | 90028 | none | PC | To build a diverse and engaged film community through immersive film curation, conversation, and presentation. | $3,000 | |
| Los Angeles Community Action Network | ||||||||
| 838 E 6th St | Los Angeles | CA | 90013 | none | PC | To help people dealing with poverty create & discover opportunities. | $35,000 | |
| LACHSA Foundation | ||||||||
| 369 E 1st Street 3rd Floor | Los Angeles | CA | 90012 | none | PC | To fund the costs of the arts curriculum and programs of LA County High School for the Arts. | $3,000 | |
| Inside Out Writers | ||||||||
| 3339 W Temple Street 2nd Floor | Los Angeles | CA | 90026 | none | PC | To reduce recidivism by providing services to young people navigating juvenile detention and life after incarceration. | $6,000 | |
| The Plantrician Project | ||||||||
| PO Box 741596 | Boynton Beach | FL | 33474 | none | PC | To educate, equip and empower our physicians, healthcare practitioners and other health influencers with knowledge about the indisputable benefits of whole food, plant-based nutrition. | $15,000 | |
| The Painted Turtle | ||||||||
| 1300 4th Street Suite 300 | Santa Monica | CA | 90401 | none | PC | To provide a year-round, life-changing environment and authentic camp experience for children with chronic and life-threatening illnesses. | $5,000 | |
| University of Southern California | ||||||||
| 1150 S Olive St 25th Flr | Los Angeles | CA | 90015 | none | PC | To support the academic program of the University of Southern California. | $5,000 | |
| Contra-Tiempo | ||||||||
| 4490 Don Miguel Drive | Los Angeles | CA | 90008 | none | PC | To create a future where all people are awakened to a sense of themselves as artists and social change agents through engaging community in the creative process, facilitating dialogue, and creating physically intense and politically astute performance work. | $7,000 | |
| Critical Resistance | ||||||||
| PO Box 22780 | Oakland | CA | 94609 | none | PC | to build an international movement to end the prison industrial complex (PIC) by challenging the belief that caging and controlling people makes us safe. | $3,000 | |
| Defy Ventures | ||||||||
| PO Box 102117 | Pasadena | CA | 91189 | none | PC | To assist ex-cons to succeed in life after prison. | $3,000 | |
| FAIR | ||||||||
| PO Box 170 | Congers | NY | 10920 | none | PC | To invigorate the First Amendment by advocating for greater diversity in the press and by scrutinizing media practices that marginalize public interest, minority and dissenting viewpoints. | $5 | |
| Los Angeles Jewish Health | ||||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | none | PC | To provide high-quality, compassionate care for seniors in the Los Angeles area. | $15,000 | |
| KPCC So California Public Radio | ||||||||
| 474 South Raymond Avenue | Pasadena | CA | 91105 | none | PC | To strengthen the civic and cultural bonds that unite Southern California's diverse communities by providing the highest quality news and information across multiple platforms. | $3,000 | |
| Native American Rights Fund | ||||||||
| 250 Arapahoe Ave | Boulder | CO | 80302 | none | PC | Support to provide legal assistance to Native American tribes, organizations, and individuals nationwide who might otherwise have gone without adequate representation. | $5,000 | |
| The Elie Wiesel Foundation for Humanity | ||||||||
| 555 Madison Avenue Floor 13 | New York | NY | 10022 | none | PC | To combat indifference, intolerance, and injustice through international dialogue and youth-focused programs that promote acceptance, understanding and equality. | $15,000 | |
| The Foundation for City College | ||||||||
| 160 Convent Avenue | New York | NY | 10031 | none | PC | Support for the City College of New York to foster research, creativity, and innovation across academic, artistic, and professional disciplines. | $3,000 | |
| Saint John's Health Center Foundation | ||||||||
| 2121 Santa Monica Blvd | Santa Monica | CA | 90404 | none | PC | To provide leadership and philanthropic support to providence Saint John's Health Center, Saint John's Cancer Institute and Pacific Neuroscience Institute, that serve as catalysts for exceptional health care and research. | $13,000 | |
| CSUN | ||||||||
| 18111 Nordhoff Street | Northridge | CA | 91330 | None | PC | SUPPORT OF EDUCATION | $101,535 | |
| Dana-Farber Cancer Institute | ||||||||
| 10 Brookline Place | Brookline | MA | 02445 | none | PC | Support of Cancer Research | $25,000 | |
| Food & Water Watch | ||||||||
| 1616 P Street NW | Washington | DC | 20036 | None | PC | Support for clean water, sustainable food and a livable climate | $3,000 | |
| Friendship Circle | ||||||||
| 1952 S Robertson Blvd | Los Angeles | CA | 90034 | none | PC | Support for teen companionship of children with special needs | $3,000 | |
| Human Rights First | ||||||||
| 121 W 36th St PMB 520 | New York | NY | 10018 | none | PC | Support of Human Rights | $3,000 | |
| American College of Lifestyle Medicine | ||||||||
| PO Box 6432 | Chesterfield | MO | 63006 | none | PC | Support of medical research for chronic disease treatment through lifestyle changes and therapeutic means | $75,000 | |
| American Friends of Magen David Adom | ||||||||
| 6505 Wilshire Blvd Ste 750 | Los Angeles | CA | 90048 | none | PC | Support of Emergency Medical Services | $3,000 | |
| Anti-Defamation League | ||||||||
| 605 Third Avenue | New York | NY | 10158 | none | PC | Support for elimination of defamation and discrimination | $3,000 | |
| ASPCA | ||||||||
| 424 E 92nd Street | New York | NY | 10128 | none | PC | Support for the prevention of cruelty to animals | $3,000 | |
| Bayith Lepleitot Inc | ||||||||
| 2166 81st Street | Brooklyn | NY | 11214 | none | PC | Support of Homeless Children | $3,500 | |
| Chai Lifeline | ||||||||
| 151 W 30th Street | New York | NY | 10001 | None | PC | Support of Seriously Ill Children and their Families | $3,000 | |
| CICLAVIA | ||||||||
| 525 S Hewitt Street | Los Angeles | CA | 90013 | None | PC | Support for safe biking, walking, and other outdoor activities through car-free streets | $3,000 | |
| Jewish Institute for Liberal Values | ||||||||
| PO Box 9406 | Columbus | OH | 43209 | None | PC | Support of social justice in the Jewish community | $3,000 | |
| JK Community Farm | ||||||||
| 13104 Weathered Oak Court | Oak Hill | VA | 20171 | None | PC | Support for providing healthy food to people in need | $3,000 | |
| KCRW | ||||||||
| PO Box 7010 | Artesia | CA | 90702 | None | PC | Support for public broadcasting | $3,000 | |
| Legal Services for Prisoners with Children | ||||||||
| 4400 Market Street | Oakland | CA | 94608 | None | PC | Support for the human and civil rights of incarcerated people, their families, and communities | $3,000 | |
| Moving Medicine Forward | ||||||||
| 7901 4th Street N Ste 300 | St Petersburg | FL | 33702 | None | PC | Support for prevention of disease through nutrition | $60,000 | |
| PEF Israel Endowment Funds | ||||||||
| 630 Third Ave Room 1500 | New York | NY | 10017 | none | PC | Support of education, scientific research, and religious tolerance in Israel | $1,000 | |
| True North Health Foundation | ||||||||
| 1551 Pacific Avenue | Santa Rosa | CA | 95404 | None | PC | Support of research and advancing knowledge and awareness for therapeutic water-only fasting | $5,000 | |
| UCLA Foundation - Integrative Medicine | ||||||||
| PO Box 7145 | Pasadena | CA | 91109 | none | PC | Support of Medical Research | $35,000 | |
| UCLA Foundation - People Animal Concern | ||||||||
| 10945 Le Conte Ave Ste3132 | Los Angeles | CA | 90095 | None | PC | Support of animal companionship for terminally ill children & adults | $1,500 | |
| Volunteer Collective | ||||||||
| 3400 Cottage Way Ste G2 | Sacramento | CA | 95825 | None | PC | Support for the homeless, underserved youth and economically challenged Los Angelinos | $3,000 | |
| World Ocean School | ||||||||
| PO Box 51091 | Boston | MA | 02205 | None | PC | Support of youth education aboard ships | $2,000 | |
| Team TMF The McCourt Foundation | ||||||||
| 871 Figueroa Terrace | Los Angeles | CA | 90012 | NONE | PC | Support for medical research to cure neurological diseases | $3,000 | |
| UCLA Foundation | ||||||||
| PO Box 7145 | Pasadena | CA | 91109 | NONE | PC | Support of Medical Research | $88,500 | |
| Balaker Media Foundation | ||||||||
| 5256 S Mission Road Ste 703 | Bonsall | CA | 92003 | NONE | PC | Support for Individuals to reach their Full Potential in their careers through use of moving picture projects | $6,000 | |
| Food Access LA | ||||||||
| 1231 N Spring St Ste C-102 | Los Angeles | CA | 90012 | NONE | PC | Support for sustainable food systems that promote social and cultural activities benefiting low to moderate income residents of Los Angeles while also supporting California small and mid-sized farms and local small businesses | $40,000 | |
| Jewish Federation Los Angeles | ||||||||
| PO Box 54269 | Los Angeles | CA | 90054 | None | PC | Support for care of Jews in need here and abroad. | $15,000 | |
| Therapy First | ||||||||
| 550 Spring Lane | Wyndmoor | PA | 19038 | NONE | PC | Support of Mental Health services for children, adolescents and young adults | $8,000 | |
| Foundation for Craniofacial Surgery | ||||||||
| 15332 Antioch Street 807 | Pacific Palisades | CA | 90272 | NONE | PC | Medical support for children with facial birth defects and deformities | $30,000 | |
| Internet Archive | ||||||||
| 300 Funston Avenue | San Francisco | CA | 94118 | NONE | PC | Support for the creation of a digital library of internet sites and other cultural artifacts in digital form | $135,000 | |
| Step Up Tutoring | ||||||||
| 1424 4th St | Santa Monica | CA | 90401 | NONE | PC | Support for tutoring and mentorship for children in underserved communities | $6,000 | |
| The Huntington Library Art Museum & Bot Gardens | ||||||||
| 1151 Oxford Road | San Marino | CA | 91108 | NONE | PC | Support of research, scholarship and learning through support of the Huntington's library, art and botanical collections | $3,000 | |
| Youth Champions | ||||||||
| 1201 N Main St | Los Angeles | CA | 90012 | NONE | PC | Support for the development of High School Students through paid internship opportunities | $60,000 | |
| The Skeptics Society | ||||||||
| 3938 State St Suite 101 | Santa Barbara | CA | 931053114 | NONE | PC | Support for exploration and analysis of complex issues to help individuals understand the world | $8,000 | |
| Food Corps | ||||||||
| 1140 SE 7th Ave Suite 110 | Portland | OR | 97214 | NONE | PC | Support for Nutritious Food for Children in their schools | $6,000 | |
| Foundation for Individual Rights & Expression | ||||||||
| 510 Walnut Street Ste 900 | Philadelphia | PA | 19106 | NONE | PC | Support of the right of free speech for individuals | $15,000 | |
| Alta Med Foundation | ||||||||
| 2040 Camfield Avenue | Los Angeles | CA | 90040 | NONE | PC | Supports all Individuals Having Access to Quality Health Care | $5,000 | |
| Chai Center | ||||||||
| PO Box 66861 | Los Angeles | CA | 90066 | NONE | PC | Support for the Jewish Community | $1,800 | |
| Freedom of the Press Foundation | ||||||||
| 601 Van Ness Ave Ste E731 | San Francisco | CA | 94102 | NONE | PC | Support for protection of Journalists and Whistleblowers | $10,000 | |
| Inclusive Action for the City | ||||||||
| 2900 E Cesar Chavez Ave | Los Angeles | CA | 90033 | NONE | PC | Support for alleviating poverty in LA's low-income communities | $3,000 | |
| National Black Food And Justice Alliance | ||||||||
| 1450 Ralph David Abernathy Blvd St | Atlanta | GA | 30310 | NONE | PC | Support for Black urban and rural farmers | $3,000 | |
| Pop Earth | ||||||||
| 1046 New York Avenue Suite C | Huntington Station | NY | 11746 | NONE | PC | Support of programs that provide health and wellness sessions for those with all abilities | $10,000 | |
| Sustainable Markets Foundation | ||||||||
| 45 W 36th St Ste 6 | New York | NY | 10018 | NONE | PC | Support for environmental protection, energy efficiency, and climate change programs | $15,000 | |
| We Benefit Children | ||||||||
| PO BOX 35463 | Los Angeles | CA | 90035 | NONE | PC | Support for children in underserved communities in Los Angeles | $35,000 | |
| Dynamicland Foundation | ||||||||
| 2927 Newbury St Ste A | Berkeley | CA | 94703 | NONE | PC | Support of dynamic literacy through use of physical objects | $3,000 | |
| Heterodox Academy | ||||||||
| 82 Nassau St | New York | NY | 10038 | NONE | PC | Support of programs fostering viewpoint diversity | $5,000 | |
| YMCA Metropolitan Los Angeles | ||||||||
| 4301 W 3rd Street | Los Angeles | CA | 90020 | NONE | PC | Support of programs to build healthy individuals | $10,000 | |
| Light Industry Cinema Project | ||||||||
| 361 Stagg Street Suite 407 | Brooklyn | NY | 11206 | NONE | PC | Support of the visual arts | $1,470 | |
| National Alliance of Mental Illness | ||||||||
| 921 Westwood Blvd Ste 236 | Los Angeles | CA | 90024 | NONE | PC | Support for Mentally Ill individuals | $3,000 | |
| Los Angeles Mission | ||||||||
| 303 E 5th St | Los Angeles | CA | 90013 | NONE | PC | Support for homeless and impoverished individuals in Los Angeles | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,511,760 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,989,255 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,039,421 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $125,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,154,566 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,154,566 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Gold FAMILY CLUT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 Laurel Canyon Blvd 139 | AddressLine1Txt |
| City | Studio City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,731,240 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - AUDIT | CategoryTxt |
| Amt | $11,000 | Amt |
| Net Investment Income | $11,000 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) REG. 53.4942(A)-3(D)(2), THE SHEILA, DAVE AND SHERRY GOLD FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $207,378 AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CITI- CORPORATE BONDS | BondNm |
| EOY Book Value | $2,711,683 | EOYBookValueAmt |
| EOYFMV | $2,711,683 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $24,411,607 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,411,607 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (8 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IBORROW 2945 OKC OWNER, LLC | -$986,887 | -$1,140,655 | -$1,140,655 |
| IBORROW 201 1ST AVE OWNER, LLC | $399,994 | $383,104 | $383,104 |
| INCLUSIVE CAPITAL PARTNERS | $3,876,016 | $1,224,479 | $1,224,479 |
| OLD ORCHARD LOAN PARTICIP INT | $10,193,099 | $0 | $0 |
| UPPER90 FUND III, LP | $43,566 | $70,419 | $70,419 |
| UPPER90 FUND III PARALLEL MAST | $93,394 | $322,805 | $322,805 |
| DIVIDENDS RECEIVABLE | $0 | $41,419 | $41,419 |
| AVANTE CAPITAL PARTNERS | $0 | $59,175 | $59,175 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE CHARITABLE CONTRIBUTIONS | Desc |
| Amt | $530 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE FILING FEES | $200 | |
| CITI AGENCY FEES | $17,323 | $17,323 |
| ML WIRE & ACCT FEES | $1,045 | $1,045 |
| INCLUSIVE CAPITAL PARTNERS | $13,943 | $13,943 |
| UPPER90 FUND III, LP | $5,784 | $5,784 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IBorrow 201 1st Ave Owner LLC - Bus Loss | -$16,890 | -$16,890 |
| IBorrow 2945 OKC Owner LLC - Bus Loss | -$153,768 | -$153,768 |
| Upper90 Fd III Parallel Maste - Ord Inc | $14,525 | $14,525 |
| Inclusive Capital Partners - 988 Gain | $1,023 | $1,023 |
| IRI Willow Office LLC | $32,800 | $32,800 |
| Loan Origination Fee Income | $20,000 | $20,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ENVIRONMENTAL RESERVE - IBORRO | $274,987 | $0 |
| TI/LEASING COMMISSION RESERVE | $660,013 | $0 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|---|---|---|
| 828 PICO LLC | |||||||
| $4,917,024 | $5,726,642 | 2022-01 | 2027-01 | INTEREST ONLY UNTIL MATURITY | 5. | REAL ESTATE | REAL ESTATE |
| 4480 WILLOW ROAD LOAN | |||||||
| $1,300,000 | $2,743,430 | 2024-03 | 2026-03 | INTEREST ONLY UNTIL MATURITY | 10. | REAL ESTATE | REAL ESTATE |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX PAYMENTS | $70,000 | |
| FOREIGN TAXES | $1,473 | $1,473 |