SHANAHAN FAMILY CHARITABLEFOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHANAHAN FAMILY CHARITABLEFOUNDATION (EIN 20-7267377)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-13
- IRS object ID
- 202542869349100339
- 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 Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-13T14:21:45-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | DISASTER AREA L.A. COUNTY CA WILDFIRES | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201575604 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY FILLAS BUSCHAUER & KROISCHKE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S LOS ROBLES AVE SUITE 860 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | 207267377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Shanahan Family Charitable | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAN | BusinessNameControlTxt |
| Phone | 6265680915 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S Los Robles Ave Ste 860 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Capital Bank Trust Company | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-10-13 | 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 | Alyson Kroischke | PreparerPersonNm |
| PTIN | P00185906 | PTIN |
| Phone | 6265680915 | PhoneNum |
| 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 | $439,456,028 | 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 |
| Dividends Rev And Expnss | $11,271,761 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,528,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,591,427 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,262,835 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,591,427 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $248 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $248 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $24,863,436 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,120,445 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $437,084 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $423,758 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,310 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,310 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,846 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,871 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,696,101 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,180,737 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $515,364 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $472,159 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $161,359 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $800 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $229,008 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53,228 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $175,780 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,882,508 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,406,299 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,152,883 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,657,298 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,755,533 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,539,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,406,299 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,908,416 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,323,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,714,146 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,307,380 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,021,977 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,021,977 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $65,933,632 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,046,529 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $72,046,529 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $329,066,286 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $353,888,831 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $353,888,831 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $484,839 | OtherAssetsBOYAmt |
| Other Assets EOY | $498,691 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $498,691 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $418,792,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $439,456,028 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $439,456,028 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $372,533 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $420,845 | AccountsPayableEOYAmt |
| Grants Payable BOY | $19,383,736 | GrantsPayableBOYAmt |
| Grants Payable EOY | $21,285,501 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $75,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $130,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $19,831,269 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,836,346 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $398,960,868 | RetainedEarningBOYAmt |
| Retained Earning EOY | $417,619,682 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $398,960,868 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $417,619,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $418,792,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $439,456,028 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $398,960,868 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,323,630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,335,184 | OtherIncreasesAmt |
| Subtotal | $417,619,682 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $417,619,682 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| See Statement Attached | P | $21,690,440 | $19,671,408 | $2,019,032 | $2,019,032 |
| Capital Gain Dividends | $11,572,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,591,427 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $315,727 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $315,727 | SubtotalAmt |
| Tax Based On Investment Income | $315,727 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $189,188 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $189,188 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $126,539 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Alyson Kroischke | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6265680915 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S Los Robles Ave Ste 860 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Capital Bank Trust Company | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W Liberty Street Ste 650 | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $437,084 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Strategic Philanthropy LTD | |||||
| 1700 W Irving Park Road | Chicago | IL | 60613 | Grant Administration | $515,364 |
| Rockefeller Philanthropy Advisors | |||||
| 90 Church Street Fl 1 7082 | New York | NY | 10008 | Charity consulting | $75,000 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $417,021,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,947,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $435,969,265 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $435,969,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,539,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $429,429,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,471,486 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,471,486 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $315,727 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $315,727 | TotalTaxAmt |
| Distributable Before Adj | $21,155,759 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,155,759 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,155,759 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,908,416 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $19,908,416 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,155,759 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $836,756 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,205,105 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,399,516 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,441,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,908,416 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,908,416 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,247,343 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,247,343 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,194,034 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,194,034 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,794,518 | ExcessFromYear3Amt |
| Excess From Year2 | $1,399,516 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Episcopal Academy | |||||||
| 1785 Bishop White Drive | Newtown Square | PA | 19073 | NONE | PC | General Purpose | $365,341 |
| Children's Hospital of Philadelphia | |||||||
| 3819 Chestnut Street | Philadelphia | PA | 19104 | NONE | PC | General Purpose | $1,663,332 |
| Community Backstop | |||||||
| 8 Pennsford Lane | Media | PA | 19063 | NONE | PC | General Purpose | $50,000 |
| Cora Services Inc | |||||||
| 8540 Verre Rd | Philadelphia | PA | 19111 | NONE | PC | General Purpose | $100,000 |
| United Friends of the Children | |||||||
| 1055 Wilshire Blvd Ste 1955 | Los Angeles | CA | 90017 | NONE | PC | General Purpose | $118,000 |
| Computing Research Association | |||||||
| 1100 17th Street NW | Washington | DC | 20036 | NONE | PC | General Purpose | $50,000 |
| Harvey Mudd College | |||||||
| 301 Platt Blvd | Claremont | CA | 91711 | NONE | PC | General Purpose | $2,136,524 |
| Fannie and John Hertz Foundation | |||||||
| 2300 First St Ste 250 | Livermore | CA | 94550 | NONE | PC | General Purpose | $150,000 |
| Children's Hospital of Orange Count | |||||||
| 120 W La Veta Ave | Orange | CA | 92868 | NONE | PC | General Purpose | $300,000 |
| Ocean Institute | |||||||
| 24200 Dana point Harbor Dr | Dana Point | CA | 92629 | NONE | PC | General Purpose | $300,000 |
| Peter's Place | |||||||
| 336 King of Prussia Rd | Radnor | PA | 19087 | NONE | PC | General Purpose | $25,000 |
| The Franklin Institute | |||||||
| 222 N 20th St | Philadelphia | PA | 19103 | NONE | PC | General Purpose | $50,000 |
| St Margaret's Episcopal School | |||||||
| 31641 La Novia Ave | San Juan Capistrano | CA | 92675 | NONE | PC | General Purpose | $450,000 |
| Providence Animal Center | |||||||
| 555 Sandy Bank Rd | Media | PA | 19063 | NONE | PC | GENERAL PURPOSE | $25,000 |
| Graham Windham | |||||||
| One Pierrepont Plaza Suite 901 | Brooklyn | NY | 11201 | NONE | PC | General Purpose | $50,000 |
| Keewaydin Foundation | |||||||
| 500 Rustic Ln | Salisbury | VT | 05769 | NONE | PC | General Purpose | $75,000 |
| Tufts University | |||||||
| 419 Boston Ave | Medford | MA | 02155 | NONE | PC | General Purpose | $910,116 |
| Westside German Shepherd Rescue | |||||||
| 3016 S Hill St | Los Angeles | CA | 90007 | NONE | PC | General Purpose | $10,000 |
| Allen Institute | |||||||
| 615 Westlake Ave N | Seattle | WA | 98109 | NONE | PC | General Purpose | $2,110,308 |
| Stanford University | |||||||
| 450 Serra Mall | Stanford | CA | 94305 | NONE | PC | General Purpose | $420,000 |
| Northeastern University | |||||||
| 360 Huntington Ave | Boston | MA | 02115 | NONE | PC | General Purpose | $300,000 |
| Work to Ride | |||||||
| 98 Chamounix Dr | Philadelphia | PA | 19131 | NONE | PC | General Purpose | $200,000 |
| American Prairie Foundation | |||||||
| PO Box 908 | Bozeman | MT | 59771 | NONE | PC | General Purpose | $5,000 |
| Canine Companions for Independence | |||||||
| 124 Rancho Del Oro Dr | Oceanside | CA | 92057 | NONE | PC | General Purpose | $100,000 |
| K9s for Warriors | |||||||
| 114 Camp K9 Road | Ponte Vedra | FL | 32081 | NONE | PC | General Purpose | $100,000 |
| Last Mile Education Fund | |||||||
| 2770 Arapahoe Rd Ste 132 Box 512 | Lafayette | CO | 80026 | NONE | PC | General Purpose | $250,000 |
| National Sporting Library Inc | |||||||
| PO Box 1335 | Middleburg | VA | 20118 | NONE | PC | General Purpose | $5,000 |
| Thomas Jefferson University | |||||||
| 4201 Henry Ave | Philadelphia | PA | 19144 | NONE | PC | General Purpose | $50,000 |
| University of Pennsylvania | |||||||
| 3160 Chestnut St | Philadelphia | PA | 19104 | NONE | PC | General Purpose | $700,000 |
| University of California Berkeley F | |||||||
| 1995 University Avenue Suite 401 | Berkeley | CA | 94704 | NONE | PC | General Purpose | $389,049 |
| Alzheimer's Drug Discovery Foundati | |||||||
| 57 West 57th Street Suite 904 | New York | NY | 10019 | NONE | PC | General Purpose | $2,676,667 |
| Cobbs Creek Restoration and Comm Fd | |||||||
| 300 Conshohocken State Rd | Conshohocken | PA | 19428 | NONE | PC | GENERAL PURPOSE | $1,184,571 |
| Alzheimer's Disease Data Initiative | |||||||
| 4110 Carillon Point | Kirkland | WA | 98033 | NONE | PC | GENERAL PURPOSE | $1,550,000 |
| Dickinson College | |||||||
| 28 N College St | Carlisle | PA | 17013 | NONE | PC | General Purpose | $10,000 |
| Independent Media Initiative | |||||||
| 3908 Avenue B Unit 115 | Austin | TX | 78751 | Controlled organization | PC | General Purpose | $1,200,000 |
| Ohio State University Foundation | |||||||
| 14 E 15th Ave | Columbus | OH | 43201 | NONE | PC | General Purpose | $250,000 |
| Research Theory | |||||||
| 3908 Avenue B Unit 115 | Austin | TX | 78751 | Controlled organization | PC | General Purpose | $250,000 |
| University of Texas Foundation | |||||||
| 9011 Mountain Ridge Dr 150 | Austin | TX | 78759 | NONE | PC | General Purpose | $19,000 |
| Brandywine Valley SPCA | |||||||
| 1212 Phoenixville Pike | West Chester | PA | 19380 | NONE | PC | General Purpose | $4,000 |
| Colbys Crew Rescue | |||||||
| 988 Piper Way | Keswick | VA | 22947 | NONE | PC | General Purpose | $8,000 |
| First Page | |||||||
| PO Box 7421 | Peoria | AZ | 85381 | NONE | PC | General Purpose | $1,000 |
| Friends of Golf | |||||||
| 18960 Ventura Blvd Box 64 | Tarzana | CA | 91356 | NONE | PC | General Purpose | $15,000 |
| Mountain Community Hospital Foundat | |||||||
| 29101 Hospital Road | Lake Arrowhead | CA | 92352 | NONE | PC | General Purpose | $18,625 |
| Planned Parenthood | |||||||
| 123 William St 10th Floor | New York | NY | 10038 | NONE | PC | General Purpose | $3,000 |
| Harvard College | |||||||
| 1350 Massachusetts Avenue | Cambridge | MA | 02138 | NONE | PC | General Purpose | $1,000 |
| Race for Life Inc | |||||||
| 181 S Southwood Ave | Annapolis | MD | 21401 | NONE | PC | General Purpose | $7,000 |
| Desert Aids Project | |||||||
| 1695 N Sunrise Way | Palm Springs | CA | 92262 | NONE | PC | General Purpose | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,755,533 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Children's Hospital of Orange Count | |||||||
| 120 W La Veta Ave | Orange | CA | 92868 | NONE | PC | General Purpose | $600,000 |
| Allen Institute | |||||||
| 615 Westlake Ave N | Seattle | WA | 98109 | NONE | PC | General Purpose | $4,759,005 |
| Northeastern University | |||||||
| 360 Huntington Ave | Boston | MA | 02115 | NONE | PC | General Purpose | $250,000 |
| Tufts University | |||||||
| 419 Boston Ave | Medford | MA | 02155 | NONE | PC | General Purpose | $1,933,784 |
| Alzheimer's Drug Discovery Foundati | |||||||
| 57 West 57th Street Suite 904 | New York | NY | 10019 | NONE | PC | General Purpose | $5,000,000 |
| Desert Aids Project | |||||||
| 1695 N Sunrise Way | Palm Springs | CA | 92262 | NONE | PC | General Purpose | $200,000 |
| University of Pennsylvania | |||||||
| 3160 Chestnut St | Philadelphia | PA | 19104 | NONE | PC | General Purpose | $700,000 |
| St Margaret's Episcopal School | |||||||
| 31641 La Novia Ave | San Juan Capistrano | CA | 92675 | NONE | PC | General Purpose | $450,000 |
| K9s for Warriors | |||||||
| 114 Camp K9 Road | Ponte Vedra | FL | 32081 | NONE | PC | General Purpose | $100,000 |
| Canine Companions for Independence | |||||||
| 124 Rancho Del Oro Dr | Oceanside | CA | 92057 | NONE | PC | General Purpose | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,092,789 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,271,761 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,591,427 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc Investment Income | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $248 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,863,436 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,863,436 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting Fees | $21,950 | $10,975 | $0 | $10,975 |
| Audit Fees | $23,896 | $0 | $0 | $23,896 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CAPITAL GROUP EQUITIES | StockNm |
| EOY Book Value | $72,046,529 | EOYBookValueAmt |
| EOYFMV | $72,046,529 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMCAP FUND CL F3 | FMV | $50,291,974 | $50,291,974 |
| AMERICAN FUNDS STRATEGIC BOND FUND | FMV | $35,605,628 | $35,605,628 |
| INTERMEDIATE BOND FUND | FMV | $16,718,069 | $16,718,069 |
| SMALLCAP WORLD FUND | FMV | $29,640,265 | $29,640,265 |
| AMERICAN MULTI-SECTOR INCOME FUND | FMV | $39,443,713 | $39,443,713 |
| AMERICAN BOND FUND OF AMERICA | FMV | $19,950,406 | $19,950,406 |
| CG EMERGING MARKETS GROWTH FUND | FMV | $27,903,207 | $27,903,207 |
| AMERICAN EUROPACIFIC GROWTH FUND | FMV | $37,521,118 | $37,521,118 |
| AMERICAN INVESTMENT COMPANY OF AMERICA | FMV | $51,531,601 | $51,531,601 |
| AMERICAN NEW PERSPECTIVE | FMV | $45,282,850 | $45,282,850 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,310 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,310 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $484,839 | BOYBookValueAmt |
| EOY Book Value | $498,691 | EOYBookValueAmt |
| EOYFMV | $498,691 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $2,448 | $2,448 | |
| ASSOCIATION DUES | $125,000 | $125,000 | |
| BOARD MEETING EXPENSES | $101,560 | $50,780 | $50,780 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc Investment Income | Desc |
| Revenue And Expenses Per Books | $248 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Taxes Payable | Desc |
| BOY Book Value | $75,000 | BOYBookValueAmt |
| EOY Book Value | $130,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consulting Fees | $515,364 | $0 | $0 | $515,364 |
| Investment Management Fees | $1,180,737 | $1,180,737 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CA RRF-1 fee | $800 | $800 | |
| Federal income tax | $310,000 | ||
| Foreign taxes paid | $161,359 | $161,359 |