BROAD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BROAD FOUNDATION (EIN 95-4686318)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202513199349101196
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-15T19:39:29-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 110TH AVE NE SUITE 700 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | 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 | 954686318 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELI AND EDYTHE BROAD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROA | BusinessNameControlTxt |
| Phone | 3109545026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH GRAND AVENUE 1800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERUN RILEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3109545026 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2025-11-14 | 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 | $1,860,562,867 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $35,882 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,882 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,035,937 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,687,516 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,637,059 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $151,855,874 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,543,022 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,425,294 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,527,798 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $89,134,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,794,218 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,248,554 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,249,687 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $165,889 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $193,122 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $327,835 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,285 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $331,330 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $269,073 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $137,853 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $82,207 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,220,868 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,315,091 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,430,653 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,267,559 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $159,551 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Net Invst Incm | $17,816 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $108,118 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $99,082 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $95,264 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $85,264 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,797 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,754 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $319,894 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,119,573 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $298,780 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,028,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,756,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,776,879 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $147,505,747 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,984,903 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,534,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,756,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,761,782 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,400,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,038,049 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,631 | CashBOYAmt |
| Cash EOY | $79,450 | CashEOYAmt |
| Cash EOYFMV | $79,450 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $257,011,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,568,715 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,568,715 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $149,833 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $95,258 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $95,258 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $143,501,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $276,262,548 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $276,262,548 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,401,840,707 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,336,749,638 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,336,749,638 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $14,165,373 | OtherAssetsBOYAmt |
| Other Assets EOY | $132,807,258 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $132,807,258 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,816,766,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,860,562,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,860,562,867 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,455,695 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,274,458 | AccountsPayableEOYAmt |
| Grants Payable BOY | $357,780,122 | GrantsPayableBOYAmt |
| Grants Payable EOY | $357,300,966 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $8,283,068 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,843,409 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $367,518,885 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $368,418,833 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,449,247,486 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,492,144,034 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,449,247,486 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,492,144,034 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,816,766,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,860,562,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,449,247,486 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,400,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $112,296,974 | OtherIncreasesAmt |
| Subtotal | $1,492,144,034 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,492,144,034 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-01-01 | 2024-12-31 | $26,179,420 | $9,742,587 | $16,436,833 | $16,436,833 | |
| CAPITAL GAIN DISTRIBUTIONS | 2023-01-01 | 2024-12-31 | $3,272,466 | $3,272,466 | $3,272,466 | P | |
| DIRECT FOREIGN INV. DISTRIB IN EXCESS OF BASIS | 2023-01-01 | 2024-12-31 | $943,832 | $554,989 | $388,843 | $388,843 | P |
| PASS THRU INVESTMENTS DISTRIB IN EXCESS OF BASIS | 2023-01-01 | 2024-12-31 | $3,005,965 | $3,005,965 | $3,005,965 | P | |
| PASS THRU INVESTMENTS REPORTED ON SCH K-1S | 2023-01-01 | 2024-12-31 | $54,658,872 | $54,658,872 | $54,658,872 | P | |
| TERMINATION OF ALTA | 2023-01-01 | 2024-12-31 | $0 | $0 | P | ||
| TERMINATION OF AG SUPERFUND | 2023-01-01 | 2024-12-31 | $0 | $0 | P | ||
| TERMINATION OF KKR ENVISION | 2023-01-01 | 2024-12-31 | $0 | $0 | P | ||
| TERMINATION OF BROOKSIDE CAPITAL PARTNERS | 2023-01-01 | 2024-12-31 | $948 | $948 | $948 | P | |
| TERMINATION OF HILLHOUSE CHINA | 2023-01-01 | 2024-12-31 | $2,617,515 | $20,047,871 | -$17,430,356 | -$17,430,356 | P |
| TERMINATION OF ITHAN CREEK PARTNERS, L.P | 2023-01-01 | 2024-12-31 | $1,823 | $1,823 | $1,823 | P | |
| TERMINATION OF TILDEN PARK OFFSHORE | 2023-01-01 | 2024-12-31 | $1,270,292 | $1,270,292 | $1,270,292 | P | |
| TERMINATION OF JP MORGAN QUANTITATIVE HEDGE FUND | 2023-01-01 | 2024-12-31 | $21,563,375 | $16,635,415 | $4,927,960 | $4,927,960 | P |
| TERMINATION OF ELEMENT CAPITAL FUND | 2023-01-01 | 2024-12-31 | $67,425,190 | $80,618,476 | -$13,193,286 | -$13,193,286 | P |
| TERMINATION OF AP VIII 892/TE (AIV I), L.P | 2023-01-01 | 2024-12-31 | $9,596 | $9,596 | $0 | $0 | P |
| TERMINATION OF CL V DEBT SOLUTIONS, LLC | 2023-01-01 | 2024-12-31 | $165,589 | $172,936 | -$7,347 | -$7,347 | P |
| TERMINATION OF COATUE CT 42 LLC | 2023-01-01 | 2024-12-31 | $18,037 | $10,465,718 | -$10,447,681 | -$10,447,681 | P |
| TERMINATION OF NCD PARTNERS IV, LP | 2023-01-01 | 2024-12-31 | $399,454 | $69,279 | $330,175 | $330,175 | P |
| TERMINATION OF SWBC BLOCKER SELLER, LP | 2023-01-01 | 2024-12-31 | $10,038 | -$10,038 | -$10,038 | P | |
| TERMINATION OF TSG6 AIV II-A, L.P. | 2023-01-01 | 2024-12-31 | $264,671 | $393,433 | -$128,762 | -$128,762 | P |
| TERMINATION OF TSG7 A AIV I (CAYMAN), L.P. | 2023-01-01 | 2024-12-31 | $13 | -$13 | -$13 | P | |
| TERMINATION OF TSG7 A AIV III, L.P. | 2023-01-01 | 2024-12-31 | $6,192 | $2,516,597 | -$2,510,405 | -$2,510,405 | P |
| TERMINATION OF TSG7 B AIV IV HOLDINGS-A, LP | 2023-01-01 | 2024-12-31 | $2,240 | -$2,240 | -$2,240 | P | |
| TERMINATION OF TSG7 B AIV VII HOLDINGS-A, LP | 2023-01-01 | 2024-12-31 | $48,670 | $69,697 | -$21,027 | -$21,027 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,543,022 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $890,129 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $890,129 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $890,129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,250,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $250,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,500,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $609,871 | OverpaymentAmt |
| Applied To ES Tax | $609,871 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BROADFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JULIE BAKER | IndividualWithBooksNm |
| Phone | 3109545026 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH GRAND AVENUE SUITE 1800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| EDYTHE L BROAD | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GERUN RILEY SEE STATEMENT | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | PRESIDENT, TRUSTEE | 30.00 | $521,400 | $19,047 | $0 |
| SUZANNE NORA JOHNSON | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JAY WINTROB | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN JACK | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | CHIEF STRATEGY OFFIC | 32.00 | $271,800 | $33,173 | $0 |
| ISABEL ACOSTA | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | VICE PRESIDENT, PROG | 40.00 | $238,000 | $21,958 | $0 |
| PORSHA CROPPER | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | SENIOR PROGRAM OFFIC | 40.00 | $191,500 | $26,050 | $0 |
| ERICA LIM | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | SENIOR PROGRAM OFFIC | 40.00 | $187,000 | $24,895 | $0 |
| ERIN GRIMES | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | DIRECTOR OF GRANT OP | 40.00 | $151,100 | $21,647 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FAMILY OFFICE INVESTMENT SERVICES LLC | |||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | INVESTMENT SERVICES | $2,279,236 |
| FAMILY OFFICE FINANCIAL SERVICES LLC | |||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | FINANCE, ACCTG, TAX, HR & TECH | $2,112,789 |
| NIXON PEABODY LLP | |||||
| 300 SOUTH GRAND AVENUE SUITE 4100 | LOS ANGELES | CA | 90071 | LEGAL SERVICES | $322,179 |
| FRONT PORCH ENTERTAINMENT | |||||
| 11857 HESBY ST | VALLEY VILLAGE | CA | 91607 | IMPACT AND STRATEGY CONSULTING | $166,500 |
| ERNST & YOUNG US LLP | |||||
| PO BOX 846793 | LOS ANGELES | CA | 90084 | PROFESSIONAL SERVICES RENDERED RELATED TO AUDIT | $138,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 11 | 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 | $245,242,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,521,308 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,440,194,555 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,864,958,235 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,864,958,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,974,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,836,983,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,849,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,849,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $890,129 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $223,877 | IncomeTaxAmt |
| Total Tax | $1,114,006 | TotalTaxAmt |
| Distributable Before Adj | $90,735,187 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,150,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,885,187 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,885,187 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,761,782 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $152,761,782 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,885,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $68,370,309 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,722,956 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,204,939 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,125,580 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,643,499 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $184,067,283 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $152,761,782 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,885,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,876,595 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $242,943,878 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $68,370,309 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $174,573,569 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,722,956 | ExcessFromYear4Amt |
| Excess From Year3 | $18,204,939 | ExcessFromYear3Amt |
| Excess From Year2 | $26,125,580 | ExcessFromYear2Amt |
| Excess From Year1 | $39,643,499 | ExcessFromYear1Amt |
| Excess From Current Year | $58,876,595 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDYTHE L BROAD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 86609 | LOS ANGELES | CA | 900860609 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $155,000 | |
| ALLIANCE FOR CHILDREN'S RIGHTS | |||||||
| 3333 WILSHIRE BLVD SUITE 550 | LOS ANGELES | CA | 900104101 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $5,000 | |
| AMERICAN INSTITUTE OF MATHEMATICS | |||||||
| CALTECH 8-32 1200 EAST CALIFORNIA | PASADENA | CA | 91125 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $35,420 | BLVD |
| AMERICAN JOURNALISM PROJECT INC | |||||||
| 6218 GEORGIA AVENUE NW SUITE 1-599 | WASHINGTON | DC | 200115125 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $840,000 | |
| ANTI RECIDIVISM COALITION | |||||||
| 1320 EAST 7TH STREET SUITE 260 | LOS ANGELES | CA | 90021 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $250,000 | |
| ARTS AND ENTERPRISE FOUNDATION | |||||||
| PO BOX 26750 | LOS ANGELES | CA | 90026 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $250,000 | |
| ASIAN AMERICANS ADVANCING JUSTICE LOS ANGELES | |||||||
| 1145 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $100,000 | |
| BOYS AND GIRLS CLUBS OF THE LOS ANGELES HARBOR | |||||||
| 1200 SOUTH CABRILLO AVENUE | SAN PEDRO | CA | 90731 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $12,750 | |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 60 EAST 56TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $2,500 | |
| BROAD INSTITUTE OF MIT AND HARVARD | |||||||
| 7 CAMBRIDGE CTR | CAMBRIDGE | MA | 02142 | PC | SCI & MED RESEARCH - TO SUPPORT BIOMEDICAL AND GENOMIC RESEARCH TO ADVANCE TREATMENTS AND CURES FOR DISEASE | $50,000,000 | |
| BROADSTAGE | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 904051628 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $98,950 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $190,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 717 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $250,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 717 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $250,000 | |
| CALIFORNIA COMPETES | |||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $255,000 | |
| CALIFORNIA VOLUNTEERS FUND | |||||||
| 1400 10TH STREET | SACRAMENTO | CA | 95814 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $500,000 | |
| CALMATTERS | |||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $50,000 | |
| CAMPAIGN FOR COLLEGE OPPORTUNITY | |||||||
| 1512 14TH STREET | SACRAMENTO | CA | 95814 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $5,000 | |
| CAPITAL & MAIN | |||||||
| 1910 W SUNSET BOULEVARD SUITE 740 | LOS ANGELES | CA | 90026 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $4,700 | |
| CATALYST CALIFORNIA | |||||||
| 1910 W SUNSET BLVD SUITE 500 | LOS ANGELES | CA | 90026 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $10,000 | |
| CCF COMMUNITY INITIATIVES FUND | |||||||
| 717 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | SO I | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $500,000 | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES INC | |||||||
| 50 BROADWAY SUITE 1604 | NEW YORK | NY | 10004 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $250,000 | |
| CHILDREN'S FUNDING PROJECT | |||||||
| 2101 L STREET NW SUITE 300 | WASHINGTON | DC | 20037 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $200,000 | |
| CICLAVIA INC | |||||||
| 525 SOUTH HEWITT STREET SUITE 164 | LOS ANGELES | CA | 90013 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $5,000 | |
| CITY OF GLENDALE | |||||||
| 1255 CENTRAL AVENUE | GLENDALE | CA | 91204 | GOV | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $200,000 | |
| COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT | |||||||
| 3101 S GRAND AVE | LOS ANGELES | CA | 90007 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $312,960 | |
| COLBURN SCHOOL OF PERFORMING ARTS | |||||||
| 200 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $10,000 | |
| COLUMBIA MEMORIAL SPACE SCIENCE LEARNING CENTER | |||||||
| 12400 COLUMBIA WAY | DOWNEY | CA | 90242 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $5,000 | |
| COMMUNITIES FOR A BETTER ENVIRONMENT | |||||||
| 6325 PACIFIC BLVD 300 | HUNTINGTON PARK | CA | 90255 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $100,000 | |
| COMMUNITIES IN SCHOOLS OF LOS ANGELES INC | |||||||
| C/O CREATIVE ARTISTS AGENCY 2000 | LOS ANGELES | CA | 90067 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $8,830 | AVENUE OF THE STARS |
| COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION AND TREATMENT | |||||||
| 8101 S VERMONT AVE | LOS ANGELES | CA | 90044 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $104,817 | |
| COMMUNITY COLLEGE LEAGUE OF CALIFORNIA | |||||||
| 2017 O STREET | SACRAMENTO | CA | 95811 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $250,000 | |
| COMMUNITY LEARNING PARTNERSHIP INC | |||||||
| 710 CANYON OAKS DRIVE UNIT G | OAKLAND | CA | 94605 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $135,000 | |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA STREET | LOS ANGELES | CA | 90012 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $200,000 | |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA STREET | LOS ANGELES | CA | 90012 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $600,000 | |
| CORO SOUTHERN CALIFORNIA INC | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $14,470 | |
| COVENANT HOUSE CALIFORNIA | |||||||
| 1325 NORTH WESTERN AVENUE | HOLLYWOOD | CA | 90027 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $1,000 | |
| CSULA AUXILIARY SERVICES INC | |||||||
| 5151 STATE UNIVERSITY DRIVE GE 314 | LOS ANGELES | CA | 90032 | SO III FI | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $50,000 | |
| DESTINATION CRENSHAW | |||||||
| 777 S FIGUEROA ST SUITE 4050 | LOS ANGELES | CA | 90017 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $25,000 | |
| DISCOVERY SCIENCE CENTER OF LOS ANGELES | |||||||
| 11800 FOOTHILL BLVD | SYLMAR | CA | 91342 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $10,000 | |
| DIY GIRLS | |||||||
| 1201 TRUMAN ST SUITE D2 | SAN FERNANDO | CA | 91340 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $180,000 | |
| EAST YARD COMMUNITIES FOR ENVIRONMENTAL JUSTICE | |||||||
| 2317 SOUTH ATLANTIC BOULEVARD | COMMERCE | CA | 90040 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $130,000 | |
| ECONOMIC DEVELOPMENT CORPORATION OF LOS ANGELES | |||||||
| 633 WEST 5TH STREET SUITE 3300 | LOS ANGELES | CA | 90071 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $8,315 | |
| EDUCATION TRUST | |||||||
| 1250 H STREET NW SUITE 700 | WASHINGTON | DC | 20005 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $336,800 | |
| ENCORPS INC | |||||||
| 1732 AVIATION BLVD PMB 939 | REDONDO BEACH | CA | 90278 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $226,500 | |
| EXPANDED LEARNING ALLIANCE EXPANDLA | |||||||
| 4323 BERENICE AVENUE | LOS ANGELES | CA | 90031 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $1,923,310 | |
| EXPANDED SCHOOLS | |||||||
| 11 WEST 42ND STREET 3RD FLOOR | NEW YORK | NY | 10036 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $200,000 | |
| FLY COMPTON AERONAUTICAL EDUCATION FOUNDATION INC | |||||||
| 12501 IMPERIAL HWY SUITE 200 | COMPTON | CA | 90650 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $1,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | |||||||
| 1102 Q STREET SUITE 4800 | SACRAMENTO | CA | 95811 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $683,500 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | |||||||
| 1102 Q STREET SUITE 4800 | SACRAMENTO | CA | 95811 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $200,000 | |
| FOUNDATION FOR THE LOS ANGELES COMMUNITY COLLEGES | |||||||
| 770 WILSHIRE BOULEVARD 9TH FLOOR | LOS ANGELES | CA | 90017 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $2,268,350 | |
| FUNDERS TOGETHER TO END HOMELESSNESS INC | |||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $2,012 | |
| FUTURE ROOTS INC AKA DUBLAB | |||||||
| 1035 W 24TH ST | LOS ANGELES | CA | 90007 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $35,000 | |
| GETTY HOUSE FOUNDATION | |||||||
| 605 S IRVING BLVD | LOS ANGELES | CA | 90005 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $25,000 | |
| GOLDHIRSH FOUNDATION | |||||||
| 528 PALISADES DR PO BOX 559 | PACIFIC PALISADES | CA | 90272 | PF | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $200,000 | |
| GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA | |||||||
| 342 N SAN FERNANDO RD | LOS ANGELES | CA | 90031 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $2,500 | |
| GRANTMAKERS FOR EDUCATION | |||||||
| 400 SE 103RD DRIVE 33348 | PORTLAND | OR | 97216 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $6,250 | |
| GREAT PUBLIC SCHOOLS NOW | |||||||
| 1150 S OLIVE STREET SUITE 1325 | LOS ANGELES | CA | 90015 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $2,250,000 | |
| GREATER LOS ANGELES EDUCATION FOUNDATION | |||||||
| DOWNEY BRANCH LACOE CAMPUS9300 | DOWNEY | CA | 90242 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $4,684 | IMPERIAL HIGHWAY |
| GREEN DOT PUBLIC SCHOOLS CALIFORNIA | |||||||
| 1149 S HILL STREET SUITE 600 | LOS ANGELES | CA | 90015 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $500,000 | |
| HEART OF LOS ANGELES YOUTH INC | |||||||
| 2701 WILSHIRE BOULEVARD SUITE 100 | LOS ANGELES | CA | 90057 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $9,700 | |
| HOMEBOY INDUSTRIES | |||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $4,000 | |
| INNERCITY STRUGGLE | |||||||
| 3467 WHITTIER BOULEVARD | LOS ANGELES | CA | 90023 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $9,634 | |
| INNOVATE PUBLIC SCHOOLS | |||||||
| 1400 PARKMOOR AVE SUITE 240 | SAN JOSE | CA | 95126 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $333,334 | |
| JOBS TO MOVE AMERICA | |||||||
| 525 SOUTH HEWITT STREET | LOS ANGELES | CA | 90013 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $234,000 | |
| JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA | |||||||
| 6250 FOREST LAWN DRIVE | LOS ANGELES | CA | 90068 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $200,000 | |
| KIPP SOCAL PUBLIC SCHOOLS | |||||||
| 1933 SOUTH BROADWAY SUITE 1144 | LOS ANGELES | CA | 90007 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $98,750 | |
| LA PROMISE FUND | |||||||
| 1933 S BROADWAY 1108 | LOS ANGELES | CA | 90006 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $500,000 | |
| LA-TECH ORG | |||||||
| 12405 VENICE BOULEVARD SUITE 125 | LOS ANGELES | CA | 90066 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $206,080 | |
| LEADERSUP | |||||||
| P O BOX 862190 | LOS ANGELES | CA | 900862190 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $510,000 | |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 WEST 5TH STREET | LOS ANGELES | CA | 90071 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $7,400 | |
| LIFT | |||||||
| 1910 MAGNOLIA AVENUE SUITE 404 | LOS ANGELES | CA | 90007 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $20,000 | |
| LINC HOUSING CORPORATION | |||||||
| 3590 ELM AVENUE | LONG BEACH | CA | 90807 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $5,000 | |
| LINKED LEARNING ALLIANCE | |||||||
| 500 WASHINGTON STREET 8TH FLOOR | SAN FRANCISCO | CA | 94111 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $13,300 | |
| LOS ANGELES ALLIANCE FOR A NEW ECONOMY | |||||||
| 464 LUCAS AVENUE SUITE 202 | LOS ANGELES | CA | 90017 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $75,000 | |
| LOS ANGELES AREA CHAMBER OF COMMERCE FOUNDATION | |||||||
| 350 S BIXEL ST | LOS ANGELES | CA | 90017 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $354,375 | |
| LOS ANGELES BLACK WORKER CENTER | |||||||
| 5350 CRENSHAW BLVD | LOS ANGELES | CA | 90043 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $400,000 | |
| LOS ANGELES BROTHERHOOD CRUSADE | |||||||
| 200 E SLAUSON AVE | LOS ANGELES | CA | 90011 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $3,000 | |
| LOS ANGELES CLEANTECH INCUBATOR | |||||||
| 525 SOUTH HEWITT STREET | LOS ANGELES | CA | 90013 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $1,010,000 | |
| LOS ANGELES UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION | |||||||
| 333 S BEAUDRY AVE 24TH FLOOR | LOS ANGELES | CA | 90017 | SO I | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $30,000 | |
| LOS ANGELES UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION | |||||||
| 333 S BEAUDRY AVE 24TH FLOOR | LOS ANGELES | CA | 90017 | SO I | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $65,000 | |
| LOS ANGELES URBAN LEAGUE | |||||||
| 4401 CRENSHAW BLVD SUITE 201 | LOS ANGELES | CA | 90043 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $24,825 | |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LMU DRIVE UNIVERSITY HALL SUITE | LOS ANGELES | CA | 90045 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $234,675 | 4119 |
| MINDS MATTER AKA MINDS MATTER SOUTHERN CALIFORNIA | |||||||
| 19360 RINALDI STREET SUITE 705 | PORTER RANCH | CA | 91326 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $3,400 | |
| MUSIC CENTER | |||||||
| 135 NORTH GRAND AVE | LOS ANGELES | CA | 90012 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $125,000 | |
| NEW CLASSROOMS INNOVATION PARTNERS | |||||||
| 344 GROVE STREET 65400 | JERSEY CITY | NJ | 07302 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $150,000 | |
| ONEOC | |||||||
| 1901 E 4TH STREET SUITE 100 | SANTA ANA | CA | 92705 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $10,000 | |
| PS ARTS | |||||||
| 2121 W TEMPLE STREET | LOS ANGELES | CA | 90026 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $4,800 | |
| PARTNERSHIP FOR CHILDREN AND YOUTH | |||||||
| 1121 L STREET SUITE 205 | SACRAMENTO | CA | 95814 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $350,000 | |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | |||||||
| 1055 WILSHIRE BLVD SUITE 1850 | LOS ANGELES | CA | 90017 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $500,000 | |
| PASADENA CITY COLLEGE FOUNDATION INC | |||||||
| 1570 E COLORADO BLVD CDC 2ND FLOOR | PASADENA | CA | 91106 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $5,000 | |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 W 30TH STREET | LOS ANGELES | CA | 90007 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $333,333 | |
| REDF | |||||||
| 785 MARKET STREET SUITE 1200 | SAN FRANCISCO | CA | 94103 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $750,000 | |
| SOCIETY FOR SCIENCE & THE PUBLIC | |||||||
| 1719 N STREET NW | WASHINGTON | DC | 20036 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $300,000 | |
| SOUTHERN CALIFORNIA CENTER FOR NONPROFIT MANAGEMENT | |||||||
| 1000 NORTH ALAMEDA STREET OFFICE | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $9,794 | 250 |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 N ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $44,355 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $120,150 | |
| ST JOSEPH CENTER | |||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $10,000 | |
| STEM FROM DANCE | |||||||
| 315 EMPIRE BLVD 250562 | BROOKLYN | NY | 11225 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $100,000 | |
| STEM TO THE FUTURE | |||||||
| 1510 W 36TH STREET SUITE 1 | LOS ANGELES | CA | 90018 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $130,000 | |
| STEP UP TUTORING | |||||||
| 1424 4TH STREET SUITE 214 PMB 1696 | SANTA MONICA | CA | 90401 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $400,000 | |
| STRATEGIC CONCEPTS IN ORGANIZING AND POLICY EDUCATION | |||||||
| 1715 W FLORENCE AVE | LOS ANGELES | CA | 90047 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $5,000 | |
| TEACH FOR AMERICA | |||||||
| 606 S OLIVE STREET 300 | LOS ANGELES | CA | 90014 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $10,000 | |
| THE ART OF PROBLEM SOLVING INITIATIVE INC | |||||||
| 55 EXCHANGE PL SUITE 603 | NEW YORK | NY | 10005 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $300,000 | |
| THE BROAD ART FOUNDATION | |||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | POF | ARTS - TO SUPPORT ART COLLECTION AND LENDING ACTIVITIES | $27,000,000 | |
| THE BROAD | |||||||
| 221 S GRAND AVE | LOS ANGELES | CA | 90012 | POF | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $5,000,000 | |
| THE BROAD | |||||||
| 221 S GRAND AVE | LOS ANGELES | CA | 90012 | POF | ARTS - OPERATING SUPPORT FOR FREE GENERAL ADMISSION CONTEMPORARY ART MUSEUM IN LOS ANGELES | $16,104,936 | |
| THE BROAD | |||||||
| 221 S GRAND AVE | LOS ANGELES | CA | 90012 | POF | ARTS - SUPPORT PLEDGE FOR FREE GENERAL ADMISSION CONTEMPORARY ART MUSEUM IN LOS ANGELES | $6,000,000 | |
| THE BROAD | |||||||
| 221 S GRAND AVE | LOS ANGELES | CA | 90012 | POF | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $685,000 | |
| THE HIDDEN GENIUS PROJECT | |||||||
| 1441 FRANKLIN STREET FOURTH FLOOR | OAKLAND | CA | 94612 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $300,000 | |
| THE LOS ANGELES DODGERS FOUNDATION | |||||||
| 1000 ELYSIAN PARK AVENUE | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $10,934 | |
| THE LOS ANGELES TRUST FOR CHILDREN'S HEALTH | |||||||
| 333 SOUTH BEAUDRY 29TH FLOOR | LOS ANGELES | CA | 90017 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $3,000 | |
| THE NEWS LITERACY PROJECT INC | |||||||
| 5335 WISCONSIN AVENUE NW SUITE 440 | WASHINGTON | DC | 20015 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $387,000 | |
| THE PLAY EQUITY FUND | |||||||
| 2141 W ADAMS BLVD | LOS ANGELES | CA | 90018 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $5,000 | |
| THRIVE SCHOLARS | |||||||
| 606 SOUTH OLIVE STREET SUITE 2150 | LOS ANGELES | CA | 90014 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $562,500 | |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $4,780 | |
| UNITED FRIENDS OF THE CHILDREN | |||||||
| 1055 WILSHIRE BLVD SUITE 1550 | LOS ANGELES | CA | 90017 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $5,000 | |
| UNITED WAY OF GREATER LOS ANGELES | |||||||
| 1150 S OLIVE STREET T500 | LOS ANGELES | CA | 90015 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $49,624 | |
| UNITE-LA INC | |||||||
| 350 SOUTH BIXEL STREET | LOS ANGELES | CA | 90017 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3720 S FLOWER STREET 3RD FL | LOS ANGELES | CA | 900894304 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $347,606 | |
| URBAN TXT TEENS EXPLORING TECHNOLOGY | |||||||
| 3655 SOUTH GRAND AVENUE SUITE 220 | LOS ANGELES | CA | 90007 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $155,000 | |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | |||||||
| PO BOX 9509 | WARWICK | RI | 02889 | PC | FUNDING TO SUPPORT ELIGIBLE PUBLIC CHARITIES | $1,500,000 | |
| VENICE FAMILY CLINIC FOUNDATION | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $11,000 | |
| WOMEN IN NON TRADITIONAL EMPLOYMENT ROLES | |||||||
| 29000 S WESTERN AVE SUITE 301 | RANCHO PALOS VERDES | CA | 90275 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $10,000 | |
| WORKER EDUCATION & RESOURCE CENTER INC | |||||||
| 1545 WILSHIRE BLVD SUITE 500 | LOS ANGELES | CA | 90017 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $400,000 | |
| YALE UNIVERSITY | |||||||
| 165 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | PC | EDUCATION - TO ENDOW AND ESTABLISH THE BROAD CENTER AT THE YALE SCHOOL OF MANAGEMENT | $16,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,984,903 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,882 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,035,937 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $226,762 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,637,059 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| RETURNED GRANTS | $150,000 | ||
| IRS REFUND | 01 | $1,048,532 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $226,762 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $88,757,410 | ExclusionAmt |
| Related Or Exempt Function Incm | $150,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,134,172 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | PRIOR YEAR RETURNED GRANTS | RelationshipStatementTxt |
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 | AUDIT AND TAX FEES | CategoryTxt |
| Amt | $269,073 | Amt |
| Net Investment Income | $137,853 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $82,207 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| THE BROAD | |||||||||
| 221 S GRAND AVE | LOS ANGELES | CA | 90012 | 2021-05-03 | $21,600,000 | ARTS - SUPPORT PLEDGE FOR FREE GENERAL ADMISSION TO CONTEMPORARY ART MUSEUM IN LOS ANGELES. TOTAL 2021 GRANT AGREEMENT PLEDGE OF $161,000,000. | $21,600,000 | TO THE BEST OF OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 6/23/2022, 6/27/2023, 7/2/2024, 8/22/2025 |
| BREAKWATER STUDIOS LTD | |||||||||
| 4655 KINGSWELL AVE SUITE 201 | LOS ANGELES | CA | 90027 | 2022-09-26 | $150,000 | CIVIC AND COMMUNITY - TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES. TOTAL GRANT PAYMENTS OF $300,000. IN 2024, THE ELI AND EDYTHE BROAD FOUNDATION RECEIVED A RETURN OF GRANT FUNDS OF $150,000 FROM BREAKWATER STUDIOS LTD RESULTING IN A NET GRANT OF $150,000. | $150,000 | TO THE BEST OF OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 9/14/2023, 7/10/2024, 12/31/2024, 06/02/2025 |
| THE BROAD | |||||||||
| 221 S GRAND AVE | LOS ANGELES | CA | 90012 | 2022-12-27 | $1,377,297 | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES. TOTAL 2022 GRANT AGREEMENT PLEDGE OF $2,062,297. | $1,017,049 | TO THE BEST OF OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 9/14/2023, 7/19/2024, 8/22/2025 |
| THE BROAD ART FOUNDATION | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2023-03-31 | $25,000,000 | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $25,000,000 | TO THE BEST OF OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 07/02/2024 (FINAL) |
| THE BROAD | |||||||||
| 221 S GRAND AVE | LOS ANGELES | CA | 90012 | 2023-10-10 | $3,605,138 | ARTS - OPERATING SUPPORT FOR FREE GENERAL ADMISSION TO CONTEMPORARY ART MUSEUM IN LOS ANGELES | $3,605,138 | TO THE BEST OF OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 7/2/2024 (FINAL) |
| THE BROAD | |||||||||
| 221 S GRAND AVE | LOS ANGELES | CA | 90012 | 2024-03-15 | $12,000,000 | ARTS - SUPPORT PLEDGE FOR FREE GENERAL ADMISSION TO CONTEMPORARY ART MUSEUM IN LOS ANGELES. TOTAL 2017 GRANT AGREEMENT PLEDGE OF $278,000,000. THE FIRST DISBURSEMENT OCCURRED IN 2024. | $12,000,000 | TO THE BEST OF OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 8/22/2025 |
| THE BROAD | |||||||||
| 221 S GRAND AVE | LOS ANGELES | CA | 90012 | 2024-03-28 | $4,104,936 | ARTS - OPERATING SUPPORT FOR FREE GENERAL ADMISSION TO CONTEMPORARY ART MUSEUM IN LOS ANGELES | $4,104,936 | TO THE BEST OF OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 8/22/2025 |
| THE BROAD ART FOUNDATION | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2024-04-01 | $27,000,000 | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $13,174,752 | TO THE BEST OF OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 9/3/2025 |
| THE BROAD | |||||||||
| 221 S GRAND AVE | LOS ANGELES | CA | 90012 | 2024-12-23 | $5,000,000 | ARTS - OPERATING SUPPORT FOR FREE GENERAL ADMISSION TO CONTEMPORARY ART MUSEUM IN LOS ANGELES | $5,000,000 | TO THE BEST OF OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 8/22/2025 |
| GOLDHIRSH FOUNDATION | |||||||||
| 528 PALISADES DR PO BOX 559 | PACIFIC PALISADES | CA | 90272 | 2024-12-05 | $200,000 | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $200,000 | TO THE BEST OF OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 09/30/2025 |
| THE BROAD ART FOUNDATION | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2024-12-23 | $5,000,000 | ARTS - OPERATING SUPPORT FOR FREE GENERAL ADMISSION TO CONTEMPORARY ART MUSEUM IN LOS ANGELES | $5,000,000 | TO THE BEST OF OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 8/22/2025 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990PF, PART VI-B, LINE 1A(3) | STATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIREDPART VI-B, LINE 1A(3)THERE ARE DISQUALIFIED PERSONS WHO FURNISH THE FOUNDATION WITH IN-KIND SERVICES AND USE OF FACILITIES IN ORDER TO GOVERN THE FOUNDATION'S CHARITABLE ACTIVITIES. THE SERVICES ARE PROVIDED FREE OF CHARGE. THESE ACTIVITIES ARE NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(C). |
| FORM 990-PF, PART VII, LINE 1 AND 3 | AN ALLOCATION OF A TRUSTEE'S COMPENSATION HAS BEEN DISCLOSED ON PART VII, LINE 1 WHICH IS PAID BY THE FOUNDATION TO FAMILY OFFICE FINANCIAL SERVICES, LLC THROUGH A SERVICES AGREEMENT. THE COMPENSATION IS FOR SERVICES THE TRUSTEE PROVIDES TO THE FOUNDATION SEPARATE FROM HER DUTIES AS A TRUSTEE. NO ADJUSTMENTS HAVE BEEN MADE TO THE AMOUNTS ON PART I, LINE 13 OR PART VII, LINE 3. |
| FORM 990-PF, PART VI-A, LINE 11 | SCHEDULE OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:ASHTON HOLDINGS300 SOUTH GRAND AVEANUE, SUITE 1800LOS ANGELES, CA 90071EMPLOYER IDENTIFICATION NUMBER:98-0579270DESCRIPTION OF TRANSFER:CONTRIBUTIONAMOUNT OF TRANSFER:8,250 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON | $130,326,436 | $130,326,436 |
| SANDS CAPITAL GLOBAL GROWTH | $51,907,687 | $51,907,687 |
| PROCORE TECH | $699,921 | $699,921 |
| GMO QUALITY | $92,587,614 | $92,587,614 |
| GITLAB INC | $740,890 | $740,890 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY SECURITIES | FMV | $321,552,143 | $321,552,143 |
| INTERNATIONAL EQUITY | FMV | $49,944,108 | $49,944,108 |
| MULTI STRATEGY FUNDS | FMV | $252,937,902 | $252,937,902 |
| DISTRESSED PRIVATE EQUITY | FMV | $12,971,028 | $12,971,028 |
| REAL ESTATE FUNDS AND OTHER HARD ASSETS | FMV | $54,182,610 | $54,182,610 |
| INTERNATIONAL FIXED INCOME | FMV | $125,535,188 | $125,535,188 |
| PRIVATE EQUITY PARTNERSHIPS | FMV | $474,626,659 | $474,626,659 |
| UNSETTLED TRADES | FMV | $45,000,000 | $45,000,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $327,835 | LegalFeesAmt |
| Net Investment Income | $6,285 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $331,330 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $3,000,000 | $0 | $0 |
| INVESTMENT REDEMPTION RECEIVABLE | $10,019,642 | $132,350,272 | $132,350,272 |
| INTEREST RECEIVABLE | $1,144,386 | $456,795 | $456,795 |
| PAYROLL SUSPENSE | $1,345 | $191 | $191 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $5,054 | $5,054 | $0 |
| OFFICE AND ADMINISTRATIVE EXPENSE | $140,472 | $0 | $134,580 |
| INSURANCE | $36,078 | $0 | $35,864 |
| PASS THROUGH OTHER INVESTMENT EXPENSES | $0 | $10,114,519 | $0 |
| DUES AND SUBSCRIPTIONS | $118,246 | $0 | $109,079 |
| MEDIA | $8,680 | $0 | $8,530 |
| TELEPHONE AND INTERNET | $11,364 | $0 | $10,727 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $226,762 | $0 | $226,762 |
| OTHER INVESTMENT INCOME - PARTNERSHIP PASS THROUGH | $0 | $5,417,339 | $0 |
| SUBPART F INCOME | $0 | $110,459 | $0 |
| RETURNED GRANTS | $150,000 | $150,000 | |
| IRS REFUND | $1,048,532 | $1,048,532 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON INVESTMENTS | Desc |
| Amt | $112,296,974 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $8,283,068 | BOYBookValueAmt |
| EOY Book Value | $9,843,409 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $3,726,065 | $2,315,091 | $0 |
| PROFESSIONAL SERVICE FEES | $1,901,510 | $0 | $1,901,510 |
| PROGRAM SUPPORT | $36,217 | $0 | $36,280 |
| PUBLIC RELATIONS | $124,500 | $0 | $117,000 |
| GRANT RELATED PROFESSIONAL FEES | $273,938 | $0 | $217,225 |
| OTHER PROFESSIONAL FEES | $22,308 | $0 | $22,308 |
| RECRUITING | $136,330 | $0 | $136,330 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE AND DEFERRED TAX | $2,111,494 | $0 | $0 |
| STATE TAXES AND FILING FEES | $156,065 | $0 | $1,000 |
| FOREIGN TAXES | $0 | $159,551 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOF-VIII INVESTOR XIV | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 OLD BROAD STREET | AddressLine1Txt |
| City | LONDON | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | EC2N IDW | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980590326 | EIN |
| Desc | DISTRIBUTION | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,587 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHTON HOLDINGS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH GRAND AVENUE SUITE 1800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980579270 | EIN |
| Desc | CAPITAL CONTRIBUTIONS | Desc |
| Amt | $13,400 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,400 | TotalAmt |