WHH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WHH FOUNDATION (EIN 20-0775264)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349107627
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees 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 | 2025-11-17T17:17:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | DISASTER CODE 157 - LA COUNTY FIRES | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954835865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOEHNER ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 730 | 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 | 200775264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHHF | BusinessNameControlTxt |
| Phone | 6264496321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 AVONDALE ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLEY A PURNELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6264496321 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CREIGHTON | PreparerPersonNm |
| PTIN | P00216922 | PTIN |
| Phone | 6264496321 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $179,362,271 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,590,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,590,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,437,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,807,971 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,437,988 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $398,472 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $398,472 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,426,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,426,815 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $201,923 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,096 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $131,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $128,854 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,443 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $55,858 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,007 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $550 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,154 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $40,682 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,409 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $64,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,646 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,919 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $472,053 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $357,134 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $92,571 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $205,205 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,452 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,877 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $71,730 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,312 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $60,488 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,495 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,246 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,008 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,243,099 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $426,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $438,534 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,912,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,912,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,155,199 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $426,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,350,634 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,271,616 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,999,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $801,517 | CashBOYAmt |
| Cash EOY | $602,629 | CashEOYAmt |
| Cash EOYFMV | $602,629 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,338,553 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,632,458 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,632,458 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,000,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,966,245 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,710,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,215,410 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,729,585 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $113,695 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $113,695 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $46,499 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $106,368,680 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $115,035,851 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $127,380,108 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,984 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $237 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $4,747 | LandEOYAmt |
| Land EOYFMV | $4,747 | LandEOYFMVAmt |
| Total Assets BOY | $163,332,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,604,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $179,362,271 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $199 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $475 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $475 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $163,332,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $165,604,315 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $163,332,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $165,604,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $163,332,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $165,604,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $163,332,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,271,616 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $165,604,315 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $165,604,315 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $841,007 | $907,836 | -$66,829 | -$66,829 |
| PUBLICLY TRADED SECURITIES | P | $2,561,536 | $2,462,147 | $99,389 | $99,389 |
| SQP 2000, LLC | D | $111,006 | $111,006 | $111,006 | |
| CAPITAL GAINS DIVIDENDS | P | $6,294,422 | $6,294,422 | $6,294,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,437,988 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $152,899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $152,899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $152,899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $162,233 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $162,233 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,979 | EsPenaltyAmt |
| Overpayment | $6,355 | OverpaymentAmt |
| Applied To ES Tax | $6,355 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WHH-FOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264496321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 AVONDALE ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| KELLEY A PURNELL | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | TREASURER | 2.00 | $0 | $0 | $0 |
| MARK L PURNELL | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | CHAIR | 3.00 | $0 | $0 | $0 |
| BERNADETTE GLENN | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER (PART-YEAR) | 2.00 | $0 | $0 | $0 |
| KRISTEN S PURNELL | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | VICE CHAIR | 3.00 | $0 | $0 | $0 |
| MICHAEL T KERR | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| DOUGLAS S MURRAY | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| COURTNEY MACMILLAN | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| EVE-LYNNE MURRAY | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| LUKAS LIEBISCHER | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ALYSON SATTLER | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | EXECUTIVE DIRECTOR | 40.00 | $201,923 | $11,007 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAUREN LEON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 AVONDALE ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OPERATIONS COORDINAT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $69,030 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAPITAL GROUP PRIVATE CLIENT SERVICES | |||||
| 11100 SANTA MONICA BLVD 16TH FL | LOS ANGELES | CA | 90025 | ADVISORY | $356,997 |
| JMC PHILANTHROPIC ADVISORS INC | |||||
| 2444 WILSHIRE BOULEVARD SUITE 622 | SANTA MONICA | CA | 90403 | CONSULTING | $91,000 |
| GOEHNER ACCOUNTANCY | |||||
| 251 S LAKE AVE SUITE 730 | PASADENA | CA | 91101 | ACCOUNTING AND CONSULTING | $64,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $135,474,682 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,338,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,855,646 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $178,669,206 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $178,669,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,680,038 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $175,989,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,799,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,799,458 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $152,899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $152,899 | TotalTaxAmt |
| Distributable Before Adj | $8,646,559 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,646,559 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,646,559 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,350,634 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,350,634 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,646,559 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,766,731 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,350,634 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,766,731 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,583,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,062,656 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (149 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ANCHORS OUTDOOR ADVENTURES | |||||||
| 19910 NORTHEAST 43RD CIRCLE | VANCOUVER | WA | 98682 | PC | GENERAL SUPPORT | $10,000 | |
| ASPEN HOPE CENTER | |||||||
| PO BOX 1115 | BASALT | CO | 81621 | PC | GENERAL SUPPORT | $10,000 | |
| ASPEN SANTA FE BALLET | |||||||
| 0245 SAGE WAY | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $145,000 | |
| ASPEN SPORTS MEDICINE FOUNDATION | |||||||
| 725 VINE STREET | ASPEN | CO | 81611 | PC | PROGRAM/PROJECT SUPPORT | $58,000 | |
| ASPEN YOUTH CENTER | |||||||
| 0861 MAROON CREEK ROAD | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $2,500 | |
| BENDFILM INC | |||||||
| 1000 NORTHWEST WALL STREET SUITE | BEND | OR | 97703 | PC | PROGRAM/PROJECT SUPPORT | $10,000 | 240 |
| BIKE VENTURA | |||||||
| 490 N VENTURA AVE | VENTURA | CA | 93001 | PC | GENERAL SUPPORT | $5,000 | |
| BIRCH COMMUNITY SERVICES INC | |||||||
| 17780 NE SAN RAFAEL STREET | PORTLAND | OR | 97230 | PC | GENERAL SUPPORT | $10,000 | |
| CALIFORNIA COUNCIL ON SCIENCE & TECHNOLOGY (CCST) | |||||||
| 1017 L STREET 438 | SACRAMENTO | CA | 95814 | PC | GENERAL SUPPORT | $72,500 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 202-31 | PASADENA | CA | 91106 | PC | GENERAL SUPPORT | $20,000 | |
| CATHOLIC CHARITIES LABOURE CENTER | |||||||
| 275 WEST BROADWAY | SOUTH BOSTON | MA | 02127 | PC | GENERAL SUPPORT | $80,000 | |
| CENTRAL CITY HOSPITALITY | |||||||
| 290 TURK STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $5,000 | |
| CHANDLER SCHOOL | |||||||
| 1005 ARMADA DRIVE | PASADENA | CA | 91103 | PC | GENERAL SUPPORT | $15,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | PC | PROGRAM/PROJECT SUPPORT | $2,270,200 | |
| CLAREMONT GRADUATE UNIVERSITY | |||||||
| 150 E 10TH ST | CLAREMONT | CA | 91773 | PC | PROGRAM/PROJECT SUPPORT | $14,500 | |
| CLOCKSHOP | |||||||
| 2806 CLEARWATER ST | LOS ANGELES | CA | 90039 | PC | GENERAL SUPPORT | $22,500 | |
| COMMON GROUND COLLECTIVE | |||||||
| PO BOX 1051 | HAIKU | HI | 96708 | PC | PROGRAM/PROJECT SUPPORT | $115,000 | |
| EDUCATORS 4 EXCELLENCE-LOS ANGELES | |||||||
| 80 PINE STREET FLOOR 28 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $50,000 | |
| ENGLISH IN ACTION | |||||||
| PO BOX 4856 | BASALT | CO | 81621 | PC | PROGRAM/PROJECT SUPPORT | $12,500 | |
| ENTREGA | |||||||
| PO BOX 2805 | CHARLOTTESVILLE | VA | 22902 | PC | GENERAL SUPPORT | $30,000 | |
| EVERY CHILD CENTRAL OREGON | |||||||
| PO BOX 953 | REDMOND | OR | 97756 | PC | GENERAL SUPPORT | $20,000 | |
| EXECUTIVE SERVICE CORPS OF SOUTHERN CALIFORNIA | |||||||
| 1000 NORTH ALAMEDA STREET SUITE 330 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $7,500 | |
| FAMILY ACCESS NETWORK | |||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | PC | GENERAL SUPPORT | $10,000 | |
| FEMINIST CENTER FOR CREATIVE WORK | |||||||
| 1800 S BRAND BLVD SUITE 111 | LOS ANGELES | CA | 91204 | PC | PROGRAM/PROJECT SUPPORT | $25,000 | |
| FOOD FORWARD | |||||||
| 7412 FULTON AVE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | GENERAL SUPPORT | $45,000 | |
| FOOTHILL FAMILY SERVICE | |||||||
| 2500 E FOOTHILL BLVD SUITE 300 | PASADENA | CA | 91107 | PC | GENERAL SUPPORT | $72,500 | |
| FRIENDS OF THE FUTURE | |||||||
| PO BOX 2655 | KAMUELA | HI | 96743 | PC | GENERAL SUPPORT | $10,000 | |
| GIRLS ATHLETIC LEADERSHIP SCHOOL DENVER (GALS) | |||||||
| 750 GALAPAGO STREET | DENVER | CO | 80204 | PC | PROGRAM/PROJECT SUPPORT | $20,000 | |
| HOAG HOSPITAL FOUNDATION | |||||||
| 330 PLACENTIA AVENUE | NEWPORT BEACH | CA | 92663 | PC | PROGRAM/PROJECT SUPPORT | $560,000 | |
| HOMELESS GARDEN PROJECT | |||||||
| 30 WEST CLIFF DRIVE | SANTA CRUZ | CA | 95061 | PC | GENERAL SUPPORT | $57,000 | |
| HONOLULU CIVIL BEAT | |||||||
| 3465 WAIALAE AVE STE 200 | HONOLULU | HI | 96816 | PC | GENERAL SUPPORT | $10,000 | |
| HOW KIDS LEARN FOUNDATION | |||||||
| 467 RICH STREET | OAKLAND | CA | 94609 | PC | GENERAL SUPPORT | $3,000 | |
| HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | PC | PROGRAM/PROJECT SUPPORT | $350,000 | |
| IDYLLWILD ARTS FOUNDATION | |||||||
| 52500 TEMECULA ROAD | IDYLLWILD | CA | 92549 | PC | GENERAL SUPPORT | $5,000 | |
| INDEXICAL INC | |||||||
| 1050 RIVER STREET 119 | SANTA CRUZ | CA | 95060 | PC | GENERAL SUPPORT | $30,000 | |
| KAUAI MUSIC FESTIVAL | |||||||
| PO BOX 2575 | KAMEULA | HI | 96743 | PC | GENERAL SUPPORT | $15,000 | |
| KIDS CONNECT | |||||||
| 535 SPRUCE STREET | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $5,000 | |
| LA-MAS | |||||||
| 2806 CLEARWATER STREET | LOS ANGELES | CA | 90039 | PC | PROGRAM/PROJECT SUPPORT | $90,000 | |
| LA84 FOUNDATION | |||||||
| 2141 WEST ADAMS BLVD | LOS ANGELES | CA | 90018 | PC | GENERAL SUPPORT | $53,000 | |
| LACMA (MUSEUM ASSOCIATES) | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | PC | PROGRAM/PROJECT SUPPORTGENERAL SUPPORT | $25,000 | |
| LAGUNA PLAYHOUSE | |||||||
| 606 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 92651 | PC | GENERAL SUPPORTPROGRAM/PROJECT SUPPORT | $30,000 | |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 W FIFTH ST | LOS ANGELES | CA | 90071 | PC | GENERAL SUPPORT | $36,250 | |
| LOS ANGELES PHILHARMONIC | |||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $25,000 | |
| LOST ANGELS CHILDREN'S PROJECT | |||||||
| 44528 BEECH AVE | LANCASTER | CA | 93534 | PC | GENERAL SUPPORT | $10,000 | |
| MALA'AI CULINARY GARDEN OF WAIMEA MID SCH | |||||||
| PO BOX 543 | KAMUELA | HI | 96743 | PC | GENERAL SUPPORT | $8,000 | |
| MOSAIC PROJECT | |||||||
| 478 SANTA CLARA AVE SUITE 200 | OAKLAND | CA | 94610 | PC | GENERAL SUPPORT | $25,500 | |
| MOUNTAIN STAR FAMILY RELIEF NURSERY | |||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | PC | PROGRAM/PROJECT SUPPORT | $80,000 | |
| MPAC | |||||||
| 5930 N FIGUEROA STREET 421005 | LOS ANGELES | CA | 90042 | PC | GENERAL SUPPORT | $5,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NORTHWEST SUITE 550 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $2,500 | |
| NIAD ART CENTER | |||||||
| 551 23RD STREET | RICHMOND | CA | 94804 | PC | GENERAL SUPPORT | $5,000 | |
| OHSU FOUNDATION | |||||||
| 2020 SOUTHWEST 4TH AVENUE | PORTLAND | OR | 87201 | PC | PROGRAM/PROJECT SUPPORT | $109,700 | |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | |||||||
| 725 SOUTH FIGUEROA ST SUITE 450 | LOS ANGELES | CA | 90017 | PC | GENERAL SUPPORT | $5,000 | |
| PACIFIC OAKS COLLEGE & CHILDREN'S SCHOOL | |||||||
| 45 EUREKA STREET | PASADENA | CA | 91103 | PC | GENERAL SUPPORT | $5,000 | |
| PARA LOS NINOS | |||||||
| 5000 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | PC | GENERAL SUPPORT | $72,500 | |
| PASADENA PLAYHOUSE | |||||||
| 600 PLAYHOUSE ALLEY SUITE 300 | PASADENA | CA | 91101 | PC | GENERAL SUPPORT | $5,000 | |
| PBS SOCAL | |||||||
| 2900 WEST ALAMEDA AVENUE | BURBANK | CA | 91505 | PC | GENERAL SUPPORT | $10,875 | |
| PHOENIX CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 2929 EAST CAMELBACK ROAD SUITE 122 | PHOENIX | AZ | 85016 | PC | GENERAL SUPPORTGENERAL SUPPORT | $5,000 | |
| PLANNED PARENTHOOD OF LOS ANGELES | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | PC | GENERAL SUPPORT | $57,500 | |
| POWERMYLEARNING INC | |||||||
| 228 PARK AVENUE SOUTH PMB 16373 | NEW YORK | NY | 10003 | PC | PROGRAM/PROJECT SUPPORT | $18,000 | |
| PROJECT 34 | |||||||
| 3473 EAST AUSTIN DRIVE | GILBERT | AZ | 85296 | PC | GENERAL SUPPORT | $161,000 | |
| PUBLIC COUNSEL | |||||||
| 610 SOUTH ARDMORE AVENUE | LOS ANGELES | CA | 90005 | PC | GENERAL SUPPORT | $10,000 | |
| PUEBLO NUEVO EDUCATION AND DEVELOPMENT GROUP | |||||||
| 3435 W TEMPLE STREET | LOS ANGELES | CA | 90026 | PC | GENERAL SUPPORT | $72,500 | |
| SAN MARINO SCHOOLS FOUNDATION | |||||||
| 1665 WEST DRIVE | SAN MARINO | CA | 91108 | PC | GENERAL SUPPORT | $13,000 | |
| SANTA FE INSTITUTE | |||||||
| 1399 HYDE PARK ROAD | SANTA FE | NM | 87501 | PC | GENERAL SUPPORT | $18,125 | |
| SIGN FRACTURE CARE INTERNATIONAL | |||||||
| 451 HILLS STREET SUITE B | RICHLAND | WA | 99354 | PC | GENERAL SUPPORT | $150,000 | |
| SOCIAL JUSTICE PARTNERS LOS ANGELES | |||||||
| 360 E 2ND ST STE 800 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORTGENERAL SUPPORT | $15,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 N ALAMEDA WAY SUITE 230 | LOS ANGELES | CA | 90012 | PC | PROGRAM/PROJECT SUPPORT | $121,800 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | PC | GENERAL SUPPORT | $18,125 | |
| SWIM WITH MIKE FOUNDATION | |||||||
| PO BOX 51000 | PASADENA | CA | 91115 | PC | PROGRAM/PROJECT SUPPORT | $34,500 | |
| THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | PC | GENERAL SUPPORT | $30,000 | |
| THE ARTS COUNCIL OF MOORE COUNTY | |||||||
| PO BOX 405 | SOUTHERN PINES | NC | 28388 | PC | PROGRAM/PROJECT SUPPORT | $40,000 | |
| THE ASPEN INSTITUTE | |||||||
| 1000 N 3RD ST | ASPEN | CO | 81611 | PC | PROGRAM/PROJECT SUPPORT | $95,000 | |
| THE BRIGHTON JONES RICHER LIFE FOUNDATION | |||||||
| 2030 1ST AVENUE 3RD FLOOR | SEATTLE | WA | 98121 | PC | PROGRAM/PROJECT SUPPORT | $10,000 | |
| THE FIELD SEMESTER | |||||||
| 1948 MARIN AVENUE | BERKELEY | CA | 94707 | PC | PROGRAM/PROJECT SUPPORT | $40,000 | |
| THE KOHALA CENTER INC | |||||||
| PO BOX 437462 | KAMUELA | HI | 96743 | PC | GENERAL SUPPORT | $10,000 | |
| THE WAVERLY SCHOOL | |||||||
| 67 WEST BELLEVUE DRIVE | PASADENA | CA | 91105 | PC | GENERAL SUPPORT | $25,000 | |
| THEODORE PAYNE FOUNDATION FOR WILD FLOWERS AND NATIVE PLANTS | |||||||
| 10459 TUXFORD STREET | SUN VALLEY | CA | 91352 | PC | GENERAL SUPPORT | $25,000 | |
| TOWER THEATRE FOUNDATION | |||||||
| 835 NW WALL STREET | BEND | OR | 97701 | PC | PROGRAM/PROJECT SUPPORT | $20,000 | |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | PC | GENERAL SUPPORT | $36,250 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 S OLIVE STREET | LOS ANGELES | CA | 90015 | PC | PROGRAM/PROJECT SUPPORT | $695,050 | |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | PC | GENERAL SUPPORT | $7,500 | |
| VENTURA BOTANICAL GARDENS | |||||||
| 567 POLI ST | VENTURA | CA | 93001 | PC | PROGRAM/PROJECT SUPPORT | $15,000 | |
| WHITMAN COLLEGE | |||||||
| 345 BOYER AVE | WALLA WALLA | WA | 99362 | PC | PROGRAM/PROJECT SUPPORT | $6,000 | |
| WOMEN'S FOUNDATION OF CALIFORNIA | |||||||
| 1301 CLAY STREET 71719 | OAKLAND | CA | 94612 | PC | PROGRAM/PROJECT SUPPORT | $25,000 | |
| YOUNG STORYTELLERS | |||||||
| 923 EAST 3RD STREET SUITE 307 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $10,000 | |
| HAWAII GOOD FOOD ALLIANCE | |||||||
| 407 ULUNIU STREET 311 | KAILUA | HI | 96734 | PC | PROGRAM/PROJECT SUPPORT | $24,000 | |
| HAWAII PREPARATORY ACADEMY | |||||||
| 65-1692 KOHALA MOUNTAIN ROAD | KAMUELA | HI | 96743 | PC | PROGRAM/PROJECT SUPPORT | $18,000 | |
| BRAVO YOUTH ORCHESTRAS | |||||||
| 7508 NORTH HEREFORD AVENUE | PORTLAND | OR | 97203 | PC | GENERAL SUPPORT | $42,000 | |
| CLAREMONT AFTER-SCHOOL PROGRAMS | |||||||
| 1111 NORTH MOUNTAIN AVENUE | CLAREMONT | CA | 91711 | PC | GENERAL SUPPORT | $10,000 | |
| HEALTH CARE FOUNDATION FOR VENTURA COUNTY INC | |||||||
| 3291 LOMA VISTA ROAD | VENTURA | CA | 93003 | PC | GENERAL SUPPORT | $20,000 | |
| HOIWAI FUND | |||||||
| 5274 HALAPEPE STREET | HONOLULU | HI | 96821 | PC | GENERAL SUPPORT | $20,000 | |
| HALFTHESTORY | |||||||
| 3954 GARDEN AVENUE | WESTERN SPRINGS | IL | 60558 | PC | PROGRAM/PROJECT SUPPORT | $7,500 | |
| IAMA THEATER COMPANY | |||||||
| 19248 CELTIC STREET | LOS ANGELES | CA | 91326 | PC | PROGRAM/PROJECT SUPPORT | $7,000 | |
| INFINITE FLOW - AN INCLUSIVE DANCE COMPANY | |||||||
| 14622 VENTURA BLVD 102-373 | SHERMAN OAKS | CA | 91403 | PC | GENERAL SUPPORT | $30,000 | |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 EAST 41ST STREET | VERNON | CA | 90058 | PC | GENERAL SUPPORT | $10,000 | |
| MIRACLE LEAGUE OF ARIZONA | |||||||
| 11130 EAST CHOLLA STREET SUITE | SCOTTSDALE | AZ | 85259 | PC | GENERAL SUPPORT | $30,000 | I-110 |
| MANNA FOOD BANK | |||||||
| 627 SWANNANOA RIVER RD | ASHEVILLE | NC | 28805 | PC | GENERAL SUPPORT | $30,000 | |
| PEO FOUNDATION | |||||||
| 3700 GRAND AVENUE | DES MOINES | IA | 50312 | PC | GENERAL SUPPORT | $2,500 | |
| PASADENA ART ALLIANCE | |||||||
| 1028 N LAKE AVENUE SUITE 104 | PASADENA | CA | 91104 | PC | GENERAL SUPPORT | $5,000 | |
| SHAKESPEARE & COMPANY | |||||||
| 70 KEMBLE STREET | LENOX | MA | 01240 | PC | GENERAL SUPPORT | $2,000 | |
| THE BLUEPRINT FOUNDATION | |||||||
| 1419 NW 14TH AVE | PORTLAND | OR | 97209 | PC | GENERAL SUPPORT | $12,500 | |
| ASPEN PUBLIC RADIO | |||||||
| 110 EAST HALLAM STREET SUITE 134 | ASPEN | CO | 81611 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| GRASSROOTS COMMUNITY DEVELOPMENT ORG GRP | |||||||
| PO BOX 304 | KURTISTOWN | HI | 96760 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA STREET STE 240 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $35,000 | |
| ALLIANCE FOR JUSTICE | |||||||
| 11 DUPONT CIRCLE 5TH FLOOR | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $50,000 | |
| ALBINA HEAD START | |||||||
| 3417 NORTHEAST 7TH AVENUE | PORTLAND | OR | 97212 | PC | GENERAL SUPPORT | $35,000 | |
| ACT ONE | |||||||
| 910 E OSBORN RD SUITE B1 | PHOENIX | AZ | 85014 | PC | PROGRAM/PROJECT SUPPORT | $60,000 | |
| YOUTH VILLAGES | |||||||
| 3320 BROTHER BOULEVARD | MEMPHIS | TN | 38133 | PC | PROGRAM/PROJECT SUPPORT | $60,000 | |
| BERKSHIRE GROWN | |||||||
| PO BOX 983 | GREAT BARRINGTON | MA | 01230 | PC | GENERAL SUPPORT | $10,000 | |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | GENERAL SUPPORT | $5,400 | |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G ST NE SUITE 800 | WASHINGTON | DC | 20002 | PC | GENERAL SUPPORT | $5,000 | |
| COLORADO COLLEGE | |||||||
| 14 EAST CACHE LA POUDRE STREET | COLORADO SPRINGS | CO | 80903 | PC | PROGRAM/PROJECT SUPPORT | $15,000 | |
| 826LA | |||||||
| 1714 WEST SUNSET BOULEVARD | LOS ANGELES | CA | 90026 | PC | GENERAL SUPPORT | $10,000 | |
| GREENLINE HOUSING FOUNDATION | |||||||
| 3423 BARHITE STREET | PASADENA | CA | 91107 | PC | GENERAL SUPPORT | $5,000 | |
| SCOTTSDALE COMMUNITY PARTNERS | |||||||
| 10 G ST NE SUITE 800 | SCOTTSDALE | AZ | 85257 | PC | GENERAL SUPPORT | $10,000 | |
| CAL-AEROFAB FLIGHT ACADEMY | |||||||
| 7000 MERRILL AVENUE A-490 | CHINO | CA | 91710 | PC | GENERAL SUPPORT | $15,000 | |
| CENTER FOR CRAFT | |||||||
| 67 BROADWAY STREET | ASHEVILLE | NC | 28801 | PC | GENERAL SUPPORT | $35,000 | |
| BERKELEY FREE CLINIC | |||||||
| 2339 DURANT AVENUE | BERKELEY | CA | 94704 | PC | GENERAL SUPPORT | $3,000 | |
| BERKSHIRE AGRICULTURAL VENTURES | |||||||
| 321 MAIN STREET 202 | GREAT BARRINGTON | MA | 01230 | PC | GENERAL SUPPORT | $10,000 | |
| EAST LOS ANGELES WOMEN'S CENTER | |||||||
| 1431 S ATLANTIC BLVD | LOS ANGELES | CA | 90022 | PC | GENERAL SUPPORT | $5,000 | |
| NORTH HAWAII HOSPICE | |||||||
| 65-1328 KAWAIHAE ROAD | KAMUELA | HI | 96743 | PC | GENERAL SUPPORT | $5,100 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | PC | PROGRAM/PROJECT SUPPORT | $40,000 | |
| PASADENA EDUCATIONAL FOUNDATION | |||||||
| 351 S HUDSON AVE 153 | PASADENA | CA | 91101 | PC | GENERAL SUPPORT | $30,000 | |
| NORTH FLORIDA WILDLIFE CENTER | |||||||
| 1386 COOK ROAD | LAMONT | FL | 32336 | PC | PROGRAM/PROJECT SUPPORT | $25,000 | |
| GOOD CITY MENTORS | |||||||
| 216 W WEST STREET | SOUTHPORT | NC | 28461 | PC | GENERAL SUPPORT | $5,000 | |
| URBAN VOICES PROJECT | |||||||
| 420 SAN PEDRO STREET | LOS ANGELES | CA | 90013 | PC | GENERAL SUPPORT | $5,000 | |
| BELOIT COLLEGE | |||||||
| 700 COLLEGE STREET | BELOIT | WI | 53511 | PC | GENERAL SUPPORT | $5,000 | |
| UNITED STATES OLYMPIC & PARALYMPIC COMMITTEE | |||||||
| ONE OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | PC | GENERAL SUPPORT | $5,000 | |
| CLAREMONT LEWIS MUSEUM OF ART | |||||||
| 200 W FIRST STREET | CLAREMONT | CA | 91711 | PC | GENERAL SUPPORT | $5,000 | |
| COMMUNITIES REVOLUTIONIZING OPEN PUBLIC SPACES | |||||||
| 21 ASBURY AVENUE | LINWOOD | NJ | 08221 | PC | GENERAL SUPPORT | $5,000 | |
| MONTCLAIR STATE UNIVERSITY FOUNDATION | |||||||
| 1 NORMAL AVENUE COLLEGE HALL ROOM | MONTCLAIR | NJ | 07043 | PC | GENERAL SUPPORT | $6,000 | 300 |
| ELBOW ROOM | |||||||
| 318 SOUTHEAST MAIN STREET SUITE 125 | PORTLAND | OR | 97214 | PC | GENERAL SUPPORT | $12,000 | |
| ACTION IN AFRICA | |||||||
| 30 DAKOTA MEADOWS DRIVE | CARBONDALE | CO | 81623 | PC | GENERAL SUPPORT | $5,000 | |
| NORTHEAST ORGANIC FARMING ASSOCIATION OF NEW JERSEY | |||||||
| 386 ROCK ROAD EAST | LAMBERTVILLE | NJ | 08530 | PC | PROGRAM/PROJECT SUPPORT | $12,000 | |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | PC | GENERAL SUPPORT | $10,000 | |
| ONE ACRE FUND | |||||||
| 2070 GREEN BAY ROAD 183 | HIGHLAND PARK | IL | 60035 | PC | GENERAL SUPPORT | $5,000 | |
| THE WOODEN FLOOR | |||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 92706 | PC | PROGRAM/PROJECT SUPPORT | $41,500 | |
| PRO PUBLICA INC | |||||||
| 155 AVENUE OF THE AMERICAS FLOOR 13 | NEW YORK | NY | 10013 | PC | GENERAL SUPPORT | $5,000 | |
| YOUNG & HEALTHY | |||||||
| 136 WEST PEORIA STREET | PASADENA | CA | 91103 | PC | GENERAL SUPPORT | $5,000 | |
| FRACTURED ATLAS | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | PC | PROGRAM/PROJECT SUPPORT | $15,000 | |
| THE CHUBBY'S PROJECT | |||||||
| 1 RAILROAD PLACE | HOPEWELL | NJ | 08525 | PC | GENERAL SUPPORT | $5,000 | |
| YOUNG MUSICIANS & ARTISTS | |||||||
| 13405 SOUTHWEST BARNUM DRIVE | TIGARD | OR | 97223 | PC | GENERAL SUPPORT | $7,500 | |
| GARFIELD RE2 | |||||||
| 839 WHITERIVER AVENUE | RIFLE | CO | 81650 | PC | PROGRAM/PROJECT SUPPORT | $11,000 | |
| SOUTHERN CALIFORNIA CENTER FOR NONPROFIT MANAGEMENT | |||||||
| 1000 N ALAMEDA STREET SUITE 250 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $30,000 | |
| ROLLING HARVEST FOOD RESCUE | |||||||
| 3920 RIVER ROAD | LUMBERVILLE | PA | 18933 | PC | GENERAL SUPPORT | $5,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 SOUTH FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | PC | PROGRAM/PROJECT SUPPORT | $127,725 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | PC | PROGRAM/PROJECT SUPPORT | $20,000 | |
| CROWELL PUBLIC LIBRARY | |||||||
| 1890 HUNTINGTON DRIVE | PASADENA | CA | 91108 | PC | PROGRAM/PROJECT SUPPORT | $5,000 | |
| BELOVED ASHEVILLE | |||||||
| 32 OLD CHARLOTTE HIGHWAY | ASHEVILLE | NC | 28803 | PC | GENERAL SUPPORT | $215,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,912,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,590,355 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $398,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,437,988 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,426,815 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,426,815 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $64,150 | Amt |
| Net Investment Income | $18,646 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,919 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $113,695 | EOYBookValueAmt |
| EOYFMV | $46,499 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $11,215,410 | EOYBookValueAmt |
| EOYFMV | $12,729,585 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,000,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,966,245 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $109,190,255 | $121,529,209 |
| GLOBAL SME GROWTH FUND LP | AT COST | $535,667 | $520,494 |
| POPLAR FOREST FUND, LP | AT COST | $4,923,235 | $5,330,405 |
| VIEWPOST HOLDINGS, LLC | AT COST | $386,694 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $40,682 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,409 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER AND TECHNOLOGY EQUIPMENT | $3,617 | $181 | $2,532 |
| OFFICE SUPPLIES | $2,896 | $145 | $2,027 |
| SOFTWARE SUBSCRIPTIONS | $20,293 | $188 | $19,165 |
| MEMBERSHIP DUES AND SUBSCRIPTIONS | $5,865 | $0 | $2,935 |
| INSURANCE | $2,178 | $74 | $850 |
| OFFICE EXPENSE | $12,409 | $658 | $8,499 |
| DEPRECIATION | $237 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GLOBAL SME GROWTH FUND LP | $36,599 | $36,599 | $36,599 |
| POPLAR FOREST FUND LP | $464,755 | $464,755 | $464,755 |
| SQP 2000, LLC | -$102,882 | -$102,882 | -$102,882 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $199 | BOYBookValueAmt |
| EOY Book Value | $475 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $356,997 | $356,997 | $0 |
| CONSULTING | $91,000 | $0 | $91,000 |
| PAYROLL PROCESSING | $2,733 | $137 | $1,571 |
| AUDIT | $21,323 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $155,000 | $0 | $0 |
| FOREIGN TAX | $25,245 | $25,245 | $0 |
| FILING FEES | $825 | $0 | $0 |
| PAYROLL TAXES | $24,135 | $1,207 | $13,877 |