LULUS PLACE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LULUS PLACE INC (EIN 83-4368221)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2026-01-16
- IRS object ID
- 202610169349300001
- Schema version
- 2024v5.5
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-16T05:56:35-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 MARKET STREET 25TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 834368221 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LULU'S PLACE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LULU | BusinessNameControlTxt |
| Phone | 9494132833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 390 N PACIFIC COAST HIGHWAY 3100 | AddressLine1Txt |
| City | EL SEGUNDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90245 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS KIMMELMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9494132833 | PhoneNum |
| Signature | 2026-01-16 | 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 | DAVID DOTSON | PreparerPersonNm |
| PTIN | P00738401 | PTIN |
| Phone | 2152462300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | DOUGLAS KIMMELMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9001 COLLINS AVENUE | AddressLine1Txt |
| City | SURFSIDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,329,047 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://LULUSPLACE.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2019 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | OWN AND OPERATE A MULTI-SPORT AND LEARNING CENTER CAMPUS | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,602,672 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,714,823 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,541,742 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,586,619 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$16,416 | PYOtherRevenueAmt |
| CY Other Revenue | -$21,971 | CYOtherRevenueAmt |
| PY Total Revenue | $21,127,998 | PYTotalRevenueAmt |
| CY Total Revenue | $24,279,471 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $114,873 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,530,200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $2,547 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $195,844 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $600,864 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $333,930 | PYOtherExpensesAmt |
| CY Other Expenses | $856,501 | CYOtherExpensesAmt |
| PY Total Expenses | $451,350 | PYTotalExpensesAmt |
| CY Total Expenses | $2,582,545 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,676,648 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,696,926 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,046,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,820,406 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $192,317 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,918,477 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,853,815 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $73,901,929 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OWN AND OPERATE A MULTI-SPORT AND LEARNING CENTER CAMPUS FOR THE GENERAL PUBLIC THAT PROVIDES PROGRAMS TO THE LOW-INCOME AND UNDER-REPRESENTED YOUTH AND FAMILIES IN AND AROUND LOS ANGELES, CALIFORNIA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $130,084 | ExpenseAmt |
| Revenue | $24,279,471 | RevenueAmt |
| Desc | MULTI-SPORT AND LEARNING CENTER PLANNING, SITE DEVELOPMENT AND CONSTRUCTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,530,200 | ExpenseAmt |
| Grant | $1,530,200 | GrantAmt |
| Desc | SUPPORT FOR LOCAL ORGANIZATIONS PENDING CONTRUCTION OF FACILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,660,284 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSANNE MIGLIORINO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9736716083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 BEECHWOOD ROAD | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DOUGLAS KIMMELMAN | ||||||
| BOARD CHAIR & PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL MCKEE | ||||||
| BOARD VICE CHAIR & VP | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT KIMMELMAN | ||||||
| VP & TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KARINA HAMILTON | ||||||
| VP & ASST. SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KENNETH BENTLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL FABER | ||||||
| DIRECTOR | 6.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE KIMMELMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS KIMMELMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTTIE KIMMELMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIN THATCHER | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER WINWARD | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| LEW SHERR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GINNY EHRLICH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROSANNE MIGLIORINO | ||||||
| VP & SECRETARY | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RIOS ARCHITECTURE | |||||
| 3101 W EXPOSITION PLACE | LOS ANGELES | CA | 90018 | ENGINEERING | $934,994 |
| SHERWOOD DESIGN ENGINEERS | |||||
| 654 N SPRING STREET | LOS ANGELES | CA | 90012 | CIVIL ENGINEERING | $781,317 |
| LINCOLN PROPERTY COMPANY | |||||
| 390 N PACIFIC COAST HIGHWAY SUITE | EL SEGUNDO | CA | 90018 | REAL ESTATE | $427,547 |
| DPR CONSTRUCTION | |||||
| 4665 MACARTHUR CT 100 | NEWPORT BEACH | CA | 92660 | CIVIL ENGINEERING | $383,748 |
| MDM ADVISORY LLC | |||||
| 23 CORPORATE PLAZA SUITE 240 | NEWPORT BEACH | CA | 92660 | FUNDRAISING | $195,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $17,714,823 | AllOtherContributionsAmt |
| Noncash Contributions | $8,645,626 | NoncashContributionsAmt |
| Total Contributions | $17,714,823 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,891,962 | TotalRevenueColumnAmt |
| Exclusion | $1,891,962 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,744,233 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,049,576 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,694,657 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,694,657 | TotalRevenueColumnAmt |
| Exclusion | $4,694,657 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| FROM JPM #5004 | $153 | $153 |
| FROM K-1 - ASSAY PLUS FUND, LP | -$22,124 | -$22,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$21,971 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,279,471 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,564,648 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,530,200 | TotalAmt |
| Program Services | $1,530,200 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,844 | TotalAmt |
| Fundraising | $195,844 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,020 | TotalAmt |
| Fundraising | $405,020 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LEASE EXPENSES | $185,834 | $130,084 | $55,750 |
| LEGAL EXPENSES | $105,010 | $105,010 | |
| ACCOUNTING EXPENSES | $69,850 | $69,850 | |
| INSURANCE | $67,081 | $67,081 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,706 | TotalAmt |
| Management And General | $23,706 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,582,545 | TotalAmt |
| Program Services | $1,660,284 | ProgramServicesAmt |
| Management And General | $321,397 | ManagementAndGeneralAmt |
| Fundraising | $600,864 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,434,997 | BOYAmt |
| EOY | $43,220,640 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,184,868 | BOYAmt |
| EOY | $1,466,415 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,922,206 | BOYAmt |
| EOY | $18,825,600 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,504,061 | BOYAmt |
| EOY | $14,267,648 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $40,103 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,046,132 | BOYAmt |
| EOY | $77,820,406 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,317 | BOYAmt |
| EOY | $969,960 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,948,517 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,317 | BOYAmt |
| EOY | $3,918,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,853,815 | BOYAmt |
| EOY | $73,901,929 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,853,815 | BOYAmt |
| EOY | $73,901,929 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,046,132 | BOYAmt |
| EOY | $77,820,406 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $21,696,926 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $351,188 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,263,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,720,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,437,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,602,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,714,823 | CurrentTaxYearAmt |
| Total | $70,738,528 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,263,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,720,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,437,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,602,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,714,823 | CurrentTaxYearAmt |
| Total | $70,738,528 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $46,813,934 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,924,594 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $649,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,709,426 | CurrentTaxYearAmt |
| Total | $2,547,299 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $73,285,827 | TotalSupportAmt |
| Public Support CY170 | 0.32650 | PublicSupportCY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE ORGANIZATION MEETS THE FACTS-AND-CIRCUMSTANCES TEST IN REGULATION SECTION 1.170A-9(F)(3). THE ORGANIZATION'S MISSION IS TO CREATE A TRANSFORMATIONAL NONPROFIT YOUTH CENTER WITH STATE-OF-THE-ART FACILITIES THAT WILL OFFER TOP-QUALITY ACADEMIC, ATHLETIC, AND WELLNESS PROGRAMS TO UNDERSERVED YOUTH IN LOS ANGELES, CALIFORNIA. THE ORGANIZATION'S OVERALL SUPPORT FOR THE REPORTING PERIOD (CURRENT PLUS PRIOR FOUR YEARS) IS $73,285,827 AND ITS PUBLIC FINANCIAL SUPPORT FOR THIS PERIOD WAS 32.65%, REPRESENTING SUBSTANTIAL PUBLIC SUPPORT THAT IS JUST UNDER THE 1/3RD PUBLIC SUPPORT TEST. IN ADDITION TO FINANCIAL SUPPORT, THE ORGANIZATION HAS RECEIVED SIGNIFICANT NON-FINANCIAL SUPPORT, INCLUDING DONATED LEGAL SERVICES OF $1.91 MILLION. MOREOVER, ALL THE OFFICERS, WHO ARE NOT COMPENSATED, AS WELL AS A NUMBER OF OTHER VOLUNTEERS, HAVE CONTRIBUTED SIGNIFICANT AMOUNTS OF TIME TO THE ORGANIZATION. THE ORGANIZATION ENTERED INTO A 50-YEAR LEASE AGREEMENT WITH RENEWAL OPTIONS WITH LOS ANGELES WORLD AIRPORTS (LAWA) TO SECURE LAND FOR THE DEVELOPMENT AND CONSTRUCTION OF BUILDINGS AND RECREATIONAL FACILITIES INCLUDING SOCCER FIELDS, A MULTIPURPOSE FIELD, BASKETBALL, VOLLEYBALL AND TENNIS COURTS, AS WELL AS ATHLETIC TRAINING AND WELLNESS CLINICS TO PROMOTE ACTIVE LIFESTYLES ACROSS ALL AGES. THE ORGANIZATION ALSO ENTERED INTO A 50-YEAR LEASE AND OPERATING AGREEMENT WITH THE ARCHDIOCESE OF LOS ANGELES FOR LAND IMMEDIATELY ADJACENT TO THE LAWA SITE SO THAT THE ORGANIZATION CAN CONSTRUCT AN ACADEMIC CENTER FOCUSED ON SERVING UNDER-RESOURCED YOUTH FROM LOCAL COMMUNITIES INCLUDING INGLEWOOD, COMPTON AND SOUTH LOS ANGELES. TOGETHER, THESE LEASES SPAN 34 ACRES. WITHIN A FIVE-MILE RADIUS, 44 SCHOOLS ENROLL NEARLY 25,000 STUDENTS, THE MAJORITY FROM LOW-INCOME HOUSEHOLDS AND COMMUNITIES OF COLOR. AND WITHIN A TEN-MILE RADIUS, MORE THAN 50 SCHOOLSMOST DESIGNATED AS TITLE ISERVE STUDENT POPULATIONS THAT ARE APPROXIMATELY 80% AFRICAN AMERICAN OR LATINO, WITH THE MAJORITY QUALIFYING FOR FREE OR REDUCED-PRICE LUNCH.THE FACILITIES (KNOWN AS LULU'S PLACE) WILL PROVIDE HIGH-QUALITY ACADEMIC AND ATHLETIC PROGRAMS TO UNDER-RESOURCED STUDENTS AND THEIR FAMILIES IN THE LOS ANGELES AREA. SPECIFICALLY, THE ORGANIZATION'S CAMPUS WILL COMBINE ACADEMICS, ATHLETICS, AND WELLNESS TO SUPPORT THE HOLISTIC DEVELOPMENT OF A CHILD'S EDUCATION, HEALTH, AND LIFELONG WELL-BEING. THROUGH PARTNERSHIPS WITH NATIONALLY RECOGNIZED ORGANIZATIONS, INCLUDING THE TGR FOUNDATION, THE UNITED STATES TENNIS ASSOCIATION (USTA), USTA FOUNDATION (USTAF), WINWARD ACADEMY, CEDARS-SINAI HOSPITAL, AND PROVIDENCE HEALTHCARE, THE ORGANIZATION'S PROGRAMS ARE EXPECTED TO BE DELIVERED AT LITTLE OR NO COST TO FAMILIES AND WILL CREATE A MORE EQUITABLE FUTURE FOR THE YOUTH OF LOS ANGELES. THE ORGANIZATION HAS ALSO BEEN WORKING WITH LOCAL EDUCATION PARTNERS INCLUDING LOS ANGELES UNIFIED SCHOOL DISTRICT (LAUSD), LOYOLA MARYMOUNT UNIVERSITY, THE UNIVERSITY OF CALIFORNIA, USC, YMCA, WESTCHESTER HIGH SCHOOL AND ST. BERNARD HIGH SCHOOL (AMONG OTHERS) TO DEVELOP COORDINATED AND IMPACTFUL PROGRAMMING FOR STUDENTS AND TEACHERS.IN MAY 2024, THE ORGANIZATION HOSTED A GROUNDBREAKING CEREMONY AT THE SITE. SPEAKERS INCLUDED LOS ANGELES MAYOR KAREN BASS, CITY COUNCIL MEMBER TRACI PARK, COUNTY SUPERVISOR HOLLY MITCHELL, LAUSD BOARD MEMBER NICK MELVOIN, LAWA CHIEF EXECUTIVE JOHN ACKERMAN, BOAC PRESIDENT KARIM WEBB, USTA CHIEF EXECUTIVE LEW SHERR, AND TGR FOUNDATION CEO CYNDI COURT. MAYOR BASS EMPHASIZED THE BREADTH AND DEPTH OF THE PROJECT AND THE IMPORTANCE OF PUBLIC-PRIVATE PARTNERSHIPS WHEN SHE SAID "THE CITY IS PROUD TO BE A PARTNER IN SUPPORTING THE DEVELOPMENT OF LULU'S PLACE. OUR COLLABORATION IS BREATHING NEW LIFE INTO A SITE THAT WILL SERVE ANGELENOS FOR DECADES." THERE WAS EXTENSIVE POSITIVE PRESS COVERAGE OF THE GROUNDBREAKING INCLUDING STORIES IN THE LA TIMES, ORANGE COUNTY REGISTER, NBC LA, NPR, THE TENNIS CHANNEL, SOUTH BAY TIMES, AND OTHER MEDIA OUTLETS.THE ORGANIZATION HAS SECURED THE NECESSARY ENTITLEMENTS AND COMMENCED CONSTRUCTION ON ITS FACILITIES THAT ARE EXPECTED TO COST MORE THAN $170 MILLION AND HAS INCURRED $11,376,733 IN OVERALL CONSTRUCTION-IN-PROCESS EXPENSES THROUGH DECEMBER 31, 2024. DURING THE CONSTRUCTION PHASE, TGRF, USTAF AND WINWARD ARE ALREADY OFFERING SERVICES IN THE LOCAL COMMUNITY SUCH AS FIELD TRIPS, TENNIS CLINICS, ACADEMIC WORKSHOPS, AND TEACHER TRAINING, ALL FREE OF CHARGE. EXAMPLES INCLUDE PROGRAMMING IN PARTNERSHIP WITH EDUCATORS AT WESTCHESTER HIGH SCHOOL; A TEACHER PROFESSIONAL DEVELOPMENT WORKSHOP HOSTED BY TGRF FOR EDUCATORS FROM LAUSD, CHARTER SCHOOLS AND PAROCHIAL SCHOOLS; MOBILE STEAM PROGRAMMING PROVIDED BY TGRF FOR LOCAL SCHOOLS AND COMMUNITY ORGANIZATIONS SURROUNDING LULU'S PLACE, INCLUDING PARTNERSHIPS WITH THE YMCA AND OTHER YOUTH-SERVING GROUPS; AND A 4-DAY TRAINING HOSTED BY TGRF FOR UNDER-REPRESENTED HIGH SCHOOL STUDENTS INTERESTED IN ATTENDING A 4-YEAR COLLEGE. THE ORGANIZATION'S BOARD HAS DIVERSE MEMBERS THAT REPRESENT THE BROAD INTERESTS OF THE PUBLIC, INCLUDING MEMBERS FROM THE PRIVATE SECTOR (THE ORGANIZATION'S FOUNDER AND HIS FAMILY WHOSE HAD THE VISION TO CREATE THE ORGANIZATION IN HONOR OF THE FOUNDER'S WIFE), EDUCATION, LEGAL PROFESSION, INSURANCE, AND ATHLETICS (PROFESSIONAL TENNIS AND MAJOR LEAGUE BASEBALL). THE ORGANIZATION HAS ALSO FORMED A COMMUNITY ADVISORY COMMITTEE COMPRISED OF A DIVERSE GROUP OF VOLUNTEERS WHO BRING PROFESSIONAL EXPERTISE AND/OR A STRONG DEMONSTRATED INTEREST IN EDUCATION, COLLEGE ACCESS, ATHLETICS, SAFETY, HEALTH AND WELLNESS, AND COMMUNITY-BUILDING TO HELP ADVANCE THE ORGANIZATION'S MISSION. THE GOAL OF THE COMMITTEE IS TO PROVIDE INSIGHTS AND ADVICE TO THE ORGANIZATION ON COMMUNITY PERSPECTIVES AND PRIORITIES IN SUPPORT OF ITS FOUR PILLARS OF SUCCESS: 1) ACADEMIC ENRICHMENT & SUPPORT; 2) COLLEGE & CAREER READINESS; 3) ATHLETICS & FITNESS; AND 4) HEALTH & WELLNESS.IN ADDITION, THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM TO SOLICIT FUNDS, INCLUDING MAINTAINING A WEBSITE ABOUT THE ORGANIZATION THAT INCLUDES A PROMINENT DONATIONS PORTAL, RETAINING A NATIONALLY-RECOGNIZED FIRM TO PROVIDE FUNDRAISING STRATEGY AND SUPPORT, HOSTING A MAJOR FUNDRAISING EVENT AT RIVIERA COUNTRY CLUB, AND PARTICIPATING IN NATIONAL AND LOCAL CONFERENCES TO RAISE AWARENESS ABOUT THE PROJECT. THE ORGANIZATION WAS FEATURED IN A RECENT FORUM ON SPORTS & PHILANTHROPY HOSTED AT THE INTUIT DOME IN INGLEWOOD BY THE UNIVERSITY OF SOUTHERN CALIFORNIA. IN FEBRUARY 2024, THE ORGANIZATION HOSTED A LUNCHEON WITH MAJOR DONOR PROSPECTS THAT FEATURED A CONVERSATION AMONG TIGER WOODS, JOHN MCENROE AND TRACY AUSTIN. THE LUNCHEON RESULTED IN NEW COMMITMENTS TOTALING $12M. IN ADDITION, DURING 2025, THROUGH ITS CONTINUOUS FUNDRAISING EFFORTS, THE ORGANIZATION HAS SECURED FURTHER SUPPORT FROM PROMINENT PUBLIC AND PRIVATE FOUNDATIONS, CORPORATIONS AND PHILANTHROPISTS THAT HAVE NOT PREVIOUSLY SUPPORTED THE ORGANIZATION. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OPERATING LEASE RIGHT OF USE ASSETS | $2,890,915 | C |
| CONSTRUCTION IN PROGRESS | $11,376,733 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $14,267,648 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES, LONG-TERM PORTION | $2,842,196 |
| OPERATING LEASE LIABILITIES, CURRENT PORTION | $106,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,948,517 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $25,340,693 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $351,188 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $710,034 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,061,222 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,279,471 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,279,471 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,292,579 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $710,034 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $710,034 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,582,545 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,582,545 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MDM ADVISORY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 CORPORATE PLAZA 240 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92662 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTING SERVICES | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $195,844 | RetainedByContractorAmt |
| Net To Organization | -$195,844 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $195,844 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$195,844 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| LA UNIFIED SCHOOL DISTRICT | ||||||||
| 5710 E BEVERLY BLVD | LOS ANGELES | CA | 90022 | 942283422 | 501(C)(3) | $1,500,000 | $0 | TO PROVIDE SUPPORT TO CHARITABLE ENTITY |
| KIPP SOCAL PUBLIC SCHOOLS | ||||||||
| 1933 S BROADWAY STE 1144 | LOS ANGELES | CA | 900074501 | 261607268 | 501(C)(3) | $25,000 | $0 | TO PROVIDE SUPPORT TO CHARITABLE ENTITY |
| WESTCHESTER LITTLE LEAGUE | ||||||||
| PO BOX 881718 | LOS ANGELES | CA | 90009 | 954675609 | 501(C)(3) | $5,200 | $0 | TO PROVIDE SUPPORT TO CHARITABLE ENTITY |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ENTITY WILL REGULARLY KEEP IN CONTACT WITH THE VARIOUS 501(C)3 ENTITIES. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MCKEE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD VICE CHAIR & VP | RelationshipDescriptionTxt |
| Transaction | $195,844 | TransactionAmt |
| Transaction | FUNDRAISING SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L; PART IV; LINE (1) | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MADE PAYMENTS TOTALING $195,844 TO A CONSULTING ENTITY FOR FUNDRAISING SERVICES. AN OFFICER WHO IS A BOARD MEMBER OF THE ORGANIZATION ALSO SERVES AS AN OFFICER AND BOARD MEMBER OF THE CONSULTING ENTITY. THE SERVICES PROVIDED INCLUDED WORK PERFORMED BY A FAMILY MEMBER OF THE OFFICER AS WELL AS ANOTHER INDIVIDUAL WITH NO FAMILY RELATIONSHIP. THE FAMILY RELATIONSHIP AND PROPOSED COMPENSATION WERE FULLY DISCLOSED TO THE BOARD PRIOR TO THE ENGAGEMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 99 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,646,145 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DOUGLAS KIMMELMAN, ANNE KIMMELMAN, SCOTTIE KIMMELMAN, ROBERT KIMMELMAN, AND THOMAS KIMMELMAN HAVE A FAMILIAL RELATIONSHIP. DOUGLAS KIMMELMAN IS THE FATHER OF ANNE KIMMELMAN, SCOTTIE KIMMELMAN, ROBERT KIMMELMAN, AND THOMAS KIMMELMAN. DOUGLAS KIMMELMAN AND ROSANNE MIGLIORINO HAVE A BUSINESS RELATIONSHIP. ROSANNE MIGLIORINO IS EMPLOYED BY THE FIRM IN WHICH DOUGLAS KIMMELMAN IS THE SENIOR AND FOUNDING PARTNER. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS A SOLE CORPORATE MEMBER. THE MEMBER'S CLASS IS NONVOTING. THE CORPORATE MEMBER ELECTS AND DESIGNATES THE MEMBERS OF THE BOARD OF DIRECTORS. ALL CORPORATE POWERS ARE MANAGED UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED IN DETAIL BY AN OUTSIDE ACCOUNTING FIRM. THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. ONCE IN FINAL FORMAT, THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE MEMBERS, PRESIDENT AND TREASURER FOR REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. SUBSEQUENT TO FILING, A COPY OF THE FORM 990 IS FURNISHED TO ALL MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION HAS MADE THESE DOCUMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | COMMUNITY AND PUBLIC RELATIONS EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 405,020. TOTAL EXPENSES 405,020. |
| FORM 990, BOX B | TAXPAYER IS AMENDING THEIR FORM 990 FOR THE FOLLOWING CHANGES: 1. SCHEDULE B - MINOR CHANGES TO CONTRIBUTOR NAMES AND ADDRESSES 2. SCHEDULE G - UPDATES AROUND THE DETAILS OF FUNDRAISER EXPENSES 3. SCHEDULE L - UPDATES TO INTERESTED PERSONS NAME AND THE TRANSACTION AMOUNT |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KIMMELMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9001 COLLINS AVE SPH1 | AddressLine1Txt |
| City | SURFSIDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 826694821 | EIN |
| Primary Activities | GRANT MAKING TO 501(C)(3) ORGANIZATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |