UNIHEALTH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNIHEALTH FOUNDATION (EIN 95-5004033)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-03-17
- IRS object ID
- 202610769349100316
- 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-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-17T15:42:04-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21650 OXNARD STREET STE 2400 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 955004033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIHEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIH | BusinessNameControlTxt |
| Phone | 2136306500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 690 E GREEN STREET | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY C CALL | PersonNm |
| Person Title | CHAIRMAN & CEO | PersonTitleTxt |
| Phone | 2136306500 | PhoneNum |
| Signature | 2026-03-11 | 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 | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 8185879300 | PhoneNum |
| Preparation | 2026-03-11 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $396,281,645 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,349 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,933,513 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,354,488 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,818,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $283,621,187 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,497,475 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $60,039 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $138,362 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $28,825,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,990,325 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,223,013 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $327,067 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $678,446 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $684,138 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,092 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $666,046 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $458,777 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $57,164 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $392,802 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $43,187 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,820 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,675 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $98,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $47,063 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,063 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,952,265 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,576,547 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $399,542 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $443,375 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $32,823 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $108,550 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,358 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $235,263 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $21,996 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $211,108 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,582 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,025 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,127 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $248,911 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,228 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $223,765 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,529,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,102,360 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,703,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,772,810 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,603,370 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,302,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,102,360 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,306,767 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,523,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,887,965 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $207,383 | CashBOYAmt |
| Cash EOY | $947,326 | CashEOYAmt |
| Cash EOYFMV | $947,326 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,120,237 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,628,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,628,824 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $84,176 | AcctRcvblAmt |
| Acct Rcvbl BOY | $26,269 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $84,176 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $84,176 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $147,589 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $153,586 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $153,586 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $199,287,579 | CorporateStockBOYAmt |
| Corporate Stock EOY | $194,869,783 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $194,869,783 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,117,807 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $32,500,900 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $32,500,900 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $130,636,010 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $145,325,548 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $145,325,548 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,553,070 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $215,083 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,436,454 | LandBOYAmt |
| Land EOY | $11,337,987 | LandEOYAmt |
| Land EOYFMV | $11,337,987 | LandEOYFMVAmt |
| Other Assets BOY | $7,893,786 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,433,515 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,433,515 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $375,873,114 | TotalAssetsBOYAmt |
| Total Assets EOY | $396,281,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $396,281,645 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,327,313 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,653,336 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,113,884 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,283,325 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $919,145 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $701,593 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,360,342 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,638,254 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $365,897,585 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $387,643,391 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $615,187 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $366,512,772 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $387,643,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $375,873,114 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $396,281,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $366,512,772 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,523,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,607,069 | OtherIncreasesAmt |
| Subtotal | $387,643,391 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $387,643,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HS MANAGEMENT PARTNERS | P | 2024-10-01 | 2025-09-30 | $85,601,415 | $79,254,752 | $6,346,663 | $6,346,663 |
| RLH INVESTORS III LP | P | 2024-10-01 | 2025-09-30 | $301,748 | $558,366 | -$256,618 | -$256,618 |
| RLH INVESTORS IV LP | P | 2024-10-01 | 2025-09-30 | $93,062 | $314,193 | -$221,131 | -$221,131 |
| RREF III DEBT DOMESTIC INVESTORS LP | P | 2024-10-01 | 2025-09-30 | $97,123 | $97,123 | $0 | $0 |
| SEARCHLIGHT CAPITAL III LP | P | 2024-10-01 | 2025-09-30 | $460,424 | $460,424 | $0 | $0 |
| SEARCHLIGHT CAPITAL III OPT LP | P | 2024-10-01 | 2025-09-30 | $1,209 | $1,209 | $1,209 | |
| SIGULER GUFF BRIC OPPORTUNITIES FUND II LP | P | 2024-10-01 | 2025-09-30 | $38,446 | $62,896 | -$24,450 | -$24,450 |
| SILVER LAKE PARTNERS IV CAYMAN (AIV II) LP | P | 2024-10-01 | 2025-09-30 | $78 | $78 | $78 | |
| SILVER LAKE PARTNERS IV CAYMAN LP | P | 2024-10-01 | 2025-09-30 | $39,860 | $39,860 | $39,860 | |
| SILVER LAKE PARTNERS IV LP | P | 2024-10-01 | 2025-09-30 | $2,199,653 | $1,693,895 | $505,758 | $505,758 |
| SILVER LAKE PARTNERS V CAYMAN LP | P | 2024-10-01 | 2025-09-30 | $17,528 | $17,528 | $17,528 | |
| SILVER LAKE PARTNERS V LP | P | 2024-10-01 | 2025-09-30 | $62,349 | $62,349 | $0 | $0 |
| OCM OPPORTUNITIES FUND VIIB LP | P | 2024-10-01 | 2025-09-30 | $45 | $45 | $45 | |
| SLP IV BASQUIAT FEEDER I LP | P | 2024-10-01 | 2025-09-30 | $10,664 | $10,664 | $10,664 | |
| SLP IV WEST FEEDER I LP | P | 2024-10-01 | 2025-09-30 | $13,310 | $13,310 | $13,310 | |
| SLP IV WEST FEEDER I-A LP | P | 2024-10-01 | 2025-09-30 | $13,310 | $13,310 | $13,310 | |
| STRATEGIC INVESTORS FUND IX LP | P | 2024-10-01 | 2025-09-30 | $82,940 | $82,940 | $82,940 | |
| TRIDENT VII PARALLEL FUND LP | P | 2024-10-01 | 2025-09-30 | $940,469 | $940,469 | $940,469 | |
| BLACKSTONE REAL ESTATE VII LP | P | 2024-10-01 | 2025-09-30 | $141,377 | $200,819 | -$59,442 | -$59,442 |
| SVB STRATEGIC INVESTORS IX | P | 2024-10-01 | 2025-09-30 | $135,838 | $135,838 | $135,838 | |
| SVB STRATEGIC INVESTORS X | P | 2024-10-01 | 2025-09-30 | $206,823 | $206,823 | $206,823 | |
| HARBOURVEST DOVER STREET X | P | 2024-10-01 | 2025-09-30 | $373,760 | $373,760 | $373,760 | |
| BLACKSTONE STRATEGIC PARTNERS IX, LP | P | 2024-10-01 | 2025-09-30 | $415,078 | $415,078 | $0 | $0 |
| SILVER LAKE PARTNERS III [1134B] | P | 2024-10-01 | 2025-09-30 | $379,270 | $60,675 | $318,595 | $318,595 |
| NEW MOUNTAIN PARTNERS V (AIV-F) SELLCO, L.P. | P | 2024-10-01 | 2025-09-30 | $373,230 | $373,230 | $373,230 | |
| SLP IV BASQUIAT FEEDER I-A LP | P | 2024-10-01 | 2025-09-30 | $10,664 | $10,664 | $10,664 | |
| OCM OPPORTUNITIES FUND VII LP | P | 2024-10-01 | 2025-09-30 | $869 | -$869 | -$869 | |
| NEW MOUNTAIN PARTNERS VI LP | P | 2024-10-01 | 2025-09-30 | $781,746 | $779,695 | $2,051 | $2,051 |
| NEW MOUNTAIN PARTNERS VI AGGREGATOR LP | P | 2024-10-01 | 2025-09-30 | $0 | $0 | ||
| FIDELITY 500 | P | 2024-10-01 | 2025-09-30 | $22,801,022 | $18,542,562 | $4,258,460 | $4,258,460 |
| VAUGHAN NELSON SMALL CAP VALUE | P | 2024-10-01 | 2025-09-30 | $20,029,733 | $18,770,014 | $1,259,719 | $1,259,719 |
| ROBECO | P | 2024-10-01 | 2025-09-30 | $13,283,110 | $11,649,497 | $1,633,613 | $1,633,613 |
| VANGUARD RUSSELL 1000 VALUE | P | 2024-10-01 | 2025-09-30 | $27,800,000 | $27,800,000 | $0 | $0 |
| EUROPACIFIC GROWTH FD | P | 2024-10-01 | 2025-09-30 | $13,087,066 | $10,047,114 | $3,039,952 | $3,039,952 |
| WILLIAM BLAIR INT'L GR FD | P | 2024-10-01 | 2025-09-30 | $51,267,354 | $51,456,985 | -$189,631 | -$189,631 |
| GQG INTERNATIONAL | P | 2024-10-01 | 2025-09-30 | $19,645,750 | $19,645,750 | $0 | $0 |
| DODGE & COX INTERNATIONAL FUND I | P | 2024-10-01 | 2025-09-30 | $12,000,000 | $10,264,400 | $1,735,600 | $1,735,600 |
| WAMCO CORE PLUS FD | P | 2024-10-01 | 2025-09-30 | $55,609 | $56,601 | -$992 | -$992 |
| DOUBLELINE TOTAL RETURN | P | 2024-10-01 | 2025-09-30 | $2,700,000 | $2,700,000 | $0 | $0 |
| KING STREET CAPITAL LTD | P | 2024-10-01 | 2025-09-30 | $15,411 | $15,411 | $0 | $0 |
| NB PRIVATE DEBT FUND V | P | 2024-10-01 | 2025-09-30 | $33,226 | $29,153 | $4,073 | $4,073 |
| AEA INVESTORS FUND VII LP | P | 2024-10-01 | 2025-09-30 | $713,252 | $165,370 | $547,882 | $547,882 |
| ARES US REAL ESTATE OPPORTUNITY PARALLEL FUND IV-A, L.P. | P | 2024-10-01 | 2025-09-30 | $17,836 | $17,836 | $0 | $0 |
| CCI CORE BOND FUND LP | P | 2024-10-01 | 2025-09-30 | $21,206 | $21,206 | $21,206 | |
| CENTERBRIDGE PARTNERS REAL ESTATE FUND LP | P | 2024-10-01 | 2025-09-30 | $230,343 | $230,343 | $0 | $0 |
| CPREF AIV I HOLDINGS - RC LP | P | 2024-10-01 | 2025-09-30 | $9,553 | $9,553 | $9,553 | |
| CPREF AIV V LP | P | 2024-10-01 | 2025-09-30 | $643 | $643 | $643 | |
| CPREF CAYMAN LP | P | 2024-10-01 | 2025-09-30 | $65,063 | -$65,063 | -$65,063 | |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS IV LP | P | 2024-10-01 | 2025-09-30 | $588,844 | $494,022 | $94,822 | $94,822 |
| NEW MOUNTAIN PARTNERS IV (AIV-E2) LP | P | 2024-10-01 | 2025-09-30 | $88,067 | $88,067 | $88,067 | |
| NEW MOUNTAIN PARTNERS IV LP | P | 2024-10-01 | 2025-09-30 | $351,132 | $346,563 | $4,569 | $4,569 |
| NEW MOUNTAIN PARTNERS V (AIV-D2) LP | P | 2024-10-01 | 2025-09-30 | $626,263 | $626,263 | $626,263 | |
| NEW MOUNTAIN PARTNERS V LP | P | 2024-10-01 | 2025-09-30 | $2,065,550 | $1,467,096 | $598,454 | $598,454 |
| ALTAS PARTNERS HOLDINGS II (A) LP | P | 2024-10-01 | 2025-09-30 | $1,098,701 | $1,098,701 | $0 | $0 |
| OCM OPPORTUNITIES FUND IV, LP | P | 2025-09-30 | 2025-09-30 | $97 | $97 | $0 | $0 |
| PIMCO TOTAL RETURN FD | P | 2024-01-01 | 2024-12-31 | $2,300,000 | $2,300,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,497,475 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $345,943 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $345,943 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $345,943 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $316,951 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $120,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $436,951 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,507 | EsPenaltyAmt |
| Overpayment | $88,501 | OverpaymentAmt |
| Applied To ES Tax | $88,501 | 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 | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | UNIHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MOXIE WONG | IndividualWithBooksNm |
| Phone | 2136306500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 690 E GREEN STREET | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| BRADLEY C CALL | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | CHAIRMAN & CEO | 20.00 | $313,116 | $75,266 | $10,500 |
| DAVID S CANNOM MD | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | DIRECTOR | 3.00 | $33,750 | $0 | $0 |
| DAVID R CARPENTER | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | DIRECTOR | 3.00 | $28,000 | $0 | $0 |
| PATRICK C HADEN | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | DIRECTOR | 3.00 | $35,750 | $0 | $0 |
| LYDIA H KENNARD | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | DIRECTOR | 3.00 | $35,250 | $0 | $0 |
| CHARLES C REED | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | DIRECTOR | 3.00 | $39,250 | $0 | $0 |
| PATRICK J NIEMANN | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | DIRECTOR | 3.00 | $34,750 | $0 | $0 |
| FRANK M SANCHEZ PHD | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | DIRECTOR | 3.00 | $37,250 | $0 | $0 |
| ROBERT G SPLAWN MD | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | DIRECTOR | 3.00 | $39,250 | $0 | $0 |
| AMY WOHL PHD | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | DIRECTOR | 3.00 | $37,250 | $0 | $0 |
| JENNIFER VANORE | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | PRESIDENT | 40.00 | $322,000 | $60,932 | $10,500 |
| KATHLEEN H SALAZAR | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | CFO (THRU 10/24) | 40.00 | $10,038 | $226,782 | $38 |
| MOXIE WONG | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | DIRECTOR OF ACCOUNTING & FINANCE | 40.00 | $20,659 | $0 | $75 |
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 |
|---|---|---|---|---|---|---|---|---|
| MERCY SIORDIA | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | SENIOR PROGRAM OFFIC | 40.00 | $167,174 | $40,692 | $900 |
| KRISTOPHER EAMES | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | DIRECTOR OF OFFICE S | 40.00 | $149,329 | $55,385 | $900 |
| DAVID SPATZ | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | GRANTS MANAGER | 40.00 | $125,660 | $45,865 | $900 |
| ALEXANDER SALAZAR | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | ACCOUNTANT | 40.00 | $90,458 | $23,891 | $863 |
| MARILYN ORMAN | ||||||||
| 690 E GREEN STREET | PASADENA | CA | 91101 | PROGRAM ASSOCIATE | 40.00 | $86,998 | $22,232 | $900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| PARKER BROWN GENERAL CONTRACTORS | ||||||
| 6741 VARIEL AVE | CANOGA PARK | CA | 91303 | CONSTRUCTION SERVICES | $2,260,487 | |
| NEW MOUNTAIN PARTNERS V | ||||||
| 1633 BROADWAY 48TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT MANAGEMENT | $376,343 | |
| HS MANAGEMENT PARTNERS LLC | ||||||
| 640 FIFTH AVENUE 18TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT MANAGEMENT | $314,827 | |
| FRANCISCO PARTNERS VII-A | ||||||
| ONE LETTERMAN DRIVE BUILDING C | SAN FRANCISCO | CA | 94129 | INVESTMENT MANAGEMENT | $286,293 | SUITE 410 |
| WDG INC | ||||||
| 537 S BROADWAY SUITE 210 | LOS ANGELES | CA | 90013 | ARCHITECTURE SERVICES | $276,985 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 27 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROGRAM-RELATED INVESTMENT LOAN TO HOME OWNERSHIP FOR PERSONAL EMPOWERMENT, INC. (HOPE) TO IMPROVE SEVEN AFFORDABLE HOUSING PROPERTIES TRANSFERRED TO HOPE BY HUD | Description1Txt |
| Expenses1 | $1,000,000 | Expenses1Amt |
| Total | $1,000,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $353,648,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,771,761 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,286 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $357,426,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $357,426,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,361,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $352,065,174 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,603,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,603,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $345,943 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $345,943 | TotalTaxAmt |
| Distributable Before Adj | $17,257,316 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $292,088 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,549,404 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,549,404 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,306,767 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,000,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,906,437 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $18,213,204 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,549,404 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $9,088,189 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,088,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,213,204 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,549,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $663,800 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,751,989 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,751,989 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,088,189 | ExcessFromYear1Amt |
| Excess From Current Year | $663,800 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | UNIHEALTH FOUNDATION JENNIFER VANOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 690 E GREEN STREET | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2136306500 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION OUTLINE PROVIDED UPON SUBMISSION OF LETTER OF INQUIRY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR DATES | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS RESTRICTED GEOGRAPHICALLY AND PROGRAMMATICALLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 3C COMMUNITY CLINIC | ||||||||
| 3030 W OLYMPIC BLVD STE 206 | LOS ANGELES | CA | 900066506 | N/A | PC | MENTAL HEALTH INTERVENTION FOR LOS ANGELES (MHILA) PROJECT | $100,000 | |
| ALTAMED HEALTH SERVICES CORPORATION | ||||||||
| 2040 CAMFIELD AVE | LOS ANGELES | CA | 90040 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $25,000 | |
| ALZHEIMER'S GREATER LOS ANGELES | ||||||||
| 2922 CRENSHAW BLVD SUITE 125 | LOS ANGELES | CA | 90016 | N/A | PC | HEALTHY HEART & BRAIN CONNECTIONS PROJECT | $110,760 | |
| AMANECER COMMUNITY COUNSELING SERVICE A NON-PROFIT CORPORATION | ||||||||
| 1200 WILSHIRE BLVD FL 5 | LOS ANGELES | CA | 900171906 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $25,000 | |
| AMIGOS DE LOS RIOS | ||||||||
| 65 S GRAND AVE | PASADENA | CA | 911051602 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $25,000 | |
| ANTI-RECIDIVISM COALITION | ||||||||
| 601 N ALVARADO ST | LOS ANGELES | CA | 900264003 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $100,000 | |
| BOYS & GIRLS CLUBS OF METRO LOS ANGELES | ||||||||
| 5029 S VERMONT AVE | LOS ANGELES | CA | 900372907 | N/A | PC | CAPACITY BUILDING FOR YOUTH MENTAL HEALTH INITIATIVE | $300,000 | |
| CALIFORNIA BLACK WOMENS HEALTH PROJECT | ||||||||
| 9800 S LA CIENEGA BLVD STE 905 | INGLEWOOD | CA | 903014421 | N/A | PC | THANK YOU CONTRIBUTION | $5,000 | |
| CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION | ||||||||
| 1401 S GRAND AVE | LOS ANGELES | CA | 90015 | N/A | PC | EARLY INTERVENTION PILOT PROJECT FOR HIGH-RISK PREGNANCIES AND FAMILIES | $200,000 | |
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION | ||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | N/A | PC | TRAINING CALIFORNIA STUDENTS ON INTERNATIONAL WOMEN'S HEALTH | $150,000 | |
| CANCER SUPPORT COMMUNITY GREATER SAN GABRIEL VALLEY | ||||||||
| 331 W SIERRA MADRE BLVD | SIERRA MADRE | CA | 91024 | N/A | PC | CANCER SUPPORT SERVICES - SUPPORT GROUPS | $25,000 | |
| CASA COLINA HOSPITAL AND CENTERS FOR HEALTHCARE | ||||||||
| 255 E BONITA AVE | POMONA | CA | 91767 | N/A | PC | EMPOWERING COMMUNITY HEALTH THROUGH ENHANCED LIMB PRESERVATION AND EDUCATION | $308,001 | |
| CASA COLINA HOSPITAL AND CENTERS FOR HEALTHCARE | ||||||||
| 255 E BONITA AVE | POMONA | CA | 91767 | N/A | PC | PADUA VILLAGE HEALTH AND FITNESS PROGRAMS | $150,000 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 6500 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90048 | N/A | PC | LGBTQ+ PROGRAM FOR GENDER NEUTRAL CANCER SCREENING | $200,000 | |
| CHARLES DREW UNIVERSITY COLLEGE OF MEDICINE | ||||||||
| 1731 E 120TH STREET | LOS ANGELES | CA | 90059 | N/A | PC | MEDICAL STUDENT SCHOLARSHIP 2025-2026 | $60,000 | |
| CHARLES R DREW UNIVERSITY OF MEDICINE & SCIENCE | ||||||||
| 1731 EAST 120TH ST | LOS ANGELES | CA | 90059 | N/A | PC | THANK YOU CONTRIBUTION - HOSTING AND PARTICIPATING IN BOARD MEETING | $15,000 | |
| COALITION FOR HUMANE IMMIGRANT RIGHTS (CHIRLA) | ||||||||
| 2533 W 3RD ST 101 | LOS ANGELES | CA | 900571945 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $25,000 | |
| COMMUNITY CLINIC ASSOCIATION OF LOS ANGELES COUNTY | ||||||||
| 445 SOUTH FIGUEROA STREET SUITE | LOS ANGELES | CA | 90071 | N/A | PC | HEALTH CENTER RECRUITMENT, RETENTION AND PROFESSIONAL DEVELOPMENT SUPPORT | $325,000 | 2100 |
| COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY | ||||||||
| 1505 E 17TH STREET SUITE 108 | SANTA ANA | CA | 92705 | N/A | PC | MEDICAL-MEDICARE ENROLLMENT AND HEALTH CARE NAVIGATION SERVICES | $100,000 | |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | N/A | PC | IHQC 2025 QUALITY IMPROVEMENT SUMMIT - 10TH ANNIVERSARY | $3,000 | |
| CONNIE RICE INSTITUTE FOR URBAN PEACE | ||||||||
| 1910 SUNSET BLVD SUITE 200 | LOS ANGELES | CA | 90026 | N/A | PC | URBAN PEACE INSTITUTE / CROSSROADS HOSPITAL-BASED VIOLENCE INTERVENTION (HBVI) TRAINING | $150,000 | |
| DAY ONE | ||||||||
| 175 N EUCLID AVE | PASADENA | CA | 911011757 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RECOVERY | $100,000 | |
| DIDI HIRSCH COMMUNITY MENTAL HEALTH SERVICES | ||||||||
| 4760 S SEPULVEDA BLVD | CULVER CITY | CA | 90230 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $25,000 | |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $50,000 | |
| FIVE ACRES-THE BOYS & GIRLS AID SOCIETY OF LOS ANGELES COUNTY | ||||||||
| 760 W MOUNTAIN VIEW ST | ALTADENA | CA | 910014925 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $50,000 | |
| FOOTHILL FAMILY | ||||||||
| 2500 E FOOTHILL BLVD SUITE 300 | PASADENA | CA | 91107 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $50,000 | |
| FOUNTAIN HOUSE INC | ||||||||
| 425 W 47TH ST | NEW YORK | NY | 100362304 | N/A | PC | HOLLYWOOD CLUBHOUSE PROGRAM DIRECTOR & PARTNERS IN CARE LAUNCH IN LA | $200,000 | |
| FRIENDS IN DEED | ||||||||
| 444 E WASHINGTON BLVD | PASADENA | CA | 91114 | N/A | PC | ADDRESSING MENTAL HEALTH AND SUBSTANCE ABUSE BARRIERS TO PERMANENT HOUSING FOR THOSE EXPERIENCING HOMELESSNESS | $140,730 | |
| GIVE-MENTOR-LOVE FOUNDATION | ||||||||
| 1107 FAIR OAKS AVE 466 | SOUTH PASADENA | CA | 91030 | N/A | PC | NEW GROUND WELLNESS PROGRAM | $100,000 | |
| HOPE | ||||||||
| 21213 HAWTHORNE BLVD | TORRANCE | CA | 90503 | N/A | PC | PHASE II: INNOVATING A RESIDENT- AND HEALTH-CENTERED APPROACH TO SUPPORTIVE HOUSING | $100,000 | |
| HARVEST HOME INC | ||||||||
| 2118 WILSHIRE BLVD PMB 358 | SANTA MONICA | CA | 904035704 | N/A | PC | EXPANDED HEALTH EDUCATION & CASE MANAGEMENT FOR UNHOUSED PREGNANT WOMEN | $100,000 | |
| HOLLYWOOD FOOD COALITION | ||||||||
| PO BOX 480157 | LOS ANGELES | CA | 90048 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $25,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | N/A | PC | BUILDING HOMEBOY INDUSTRIES' MENTAL HEALTH AND WELLNESS PROGRAM FOR JUSTICE SYSTEMS-IMPACTED PEOPLE | $300,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 131 W BRUNO ST | LOS ANGELES | CA | 90012 | N/A | PC | HEALTH AND WELLNESS COUNSELING FOR FORMERLY INCARCERATED | $150,000 | |
| HOPE CRISIS RESPONSE NETWORK INC - HCRN | ||||||||
| 1030 CENTER STREET | SANTA ROSA | CA | 954032067 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RECOVERY | $100,000 | |
| HUNTINGTON MEMORIAL HOSPITAL | ||||||||
| 100 W CALIFORNIA BLVD | PASADENA | CA | 91105 | N/A | PC | HUNTINGTON HOSPITAL ANNUAL FUND | $75,000 | |
| INNER CITY LAW CENTER | ||||||||
| 1309 EAST SEVENTH STREET | LOS ANGELES | CA | 90021 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $25,000 | |
| INNER CITY YOUTH ORCHESTRA OF LOS ANGELES INCORPORATED | ||||||||
| 6820 LA TIJERA BLVD SUITE 106 | LOS ANGELES | CA | 90045 | N/A | PC | MUSIC - PROMOTING WELL-BEING IN AMERICAN YOUTH | $150,000 | |
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $50,000 | |
| JWCH INSTITUTE | ||||||||
| 5650 JILLSON ST | COMMERCE | CA | 90040 | N/A | PC | ENHANCED MEDICAL SERVICES AND HOUSING COLLABORATION | $350,000 | |
| KECK SCHOOL OF MEDICINE OF USC | ||||||||
| 1975 ZONAL AVE KAM 516 | LOS ANGELES | CA | 90089 | N/A | PC | MEDICAL SCHOOL STUDENT COMMUNITY ENGAGEMENT FELLOWSHIP | $265,000 | |
| KECK SCHOOL OF MEDICINE OF USC | ||||||||
| 1975 ZONAL AVE KAM 516 | LOS ANGELES | CA | 90090 | N/A | PC | MEDICAL STUDENT SCHOLARSHIP 2025-2026 | $60,000 | |
| KOLLAB YOUTH | ||||||||
| 578 WASHINGTON BLVD SUITE 199 | MARINA DEL REY | CA | 902925442 | N/A | PC | KOLLAB YOUTH WORKFORCE TRAINING IN HEALTHCARE & STEM | $25,000 | |
| LEADINGAGE CALIFORNIA FOUNDATION | ||||||||
| 1315 I ST STE 100 | SACRAMENTO | CA | 958142915 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RECOVERY | $100,000 | |
| LINC HOUSING CORPORATION | ||||||||
| 3590 ELM AVE | LONG BEACH | CA | 908073903 | N/A | PC | ESTABLISHING NEW HEALTH & HOUSING SERVICES FOR PEOPLE WHO ARE UNHOUSED | $150,000 | |
| LOMA LINDA UNIVERSITY | ||||||||
| COLEMAN PAVILLION STE 1112 | LOMA LINDA | CA | 92350 | N/A | PC | MEDICAL HOME MODEL FOR FOSTER YOUTH | $200,000 | |
| LOMA LINDA UNIVERSITY | ||||||||
| COLEMAN PAVILLION STE 1112 | LOMA LINDA | CA | 92351 | N/A | PC | MEDICAL STUDENT SCHOLARSHIP 2025-2026 | $60,000 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $25,000 | |
| MERCY HOUSING CALIFORNIA | ||||||||
| 1256 MARKET STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | HOUSING AND HEALTH SUPPORTIVE SERVICES PROGRAM | $100,000 | |
| MLK COMMUNITY HEALTH FOUNDATION | ||||||||
| 1680 E 120TH STREET | LOS ANGELES | CA | 90059 | N/A | PC | MLK COMMUNITY HEALTHCARE STREET MEDICINE NURSE PRACTITIONER | $400,000 | |
| NATIONAL HEALTH CARE FOR THE HOMELESS COUNCIL INC | ||||||||
| 100 POWELL PL 1558 | NASHVILLE | TN | 372043602 | N/A | PC | BARR (BED AVAILABILITY REALTIME REPORT) DEMONSTRATION PROJECT AND TIPTT (TRAUMA-INFORMED PRACTICES TOOLKIT AND TRAINING IN LA COUNTY): A NIMRC PROPOSAL | $286,275 | |
| NEIGHBORHOOD HOUSING SERVICES OF LOS ANGELES COUNTY | ||||||||
| 3926 WILSHIRE BL 200 | LOS ANGELES | CA | 900103303 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RECOVERY | $200,000 | |
| NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | ||||||||
| 1102 E CHEVY CHASE DR | GLENDALE | CA | 91205 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $50,000 | |
| PACIFIC CLINICS | ||||||||
| 800 S SANTA ANITA AVENUE | ARCADIA | CA | 91006 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $50,000 | |
| PASADENA COMMUNITY FOUNDATION | ||||||||
| 301 E COLORADO BLVD SUITE 810 | PASADENA | CA | 91101 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $100,000 | |
| PATH | ||||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | N/A | PC | MENTAL HEALTH SUPPORT IN PERMANENT SUPPORTIVE HOUSING ON SKID ROW | $150,000 | |
| PILIPINO WORKERS CENTER OF SOUTHERN | ||||||||
| 153 GLENDALE BLVD 1ST FLOOR | LOS ANGELES | CA | 900267090 | N/A | PC | THE HCI PROJECT: BUILDING HEALTHY COMMUNITIES BY STRENGTHENING THE HOME HEALTHCARE WORKFORCE | $150,000 | |
| PROJECT ANGEL FOOD | ||||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | N/A | PC | BUILDING COMMUNITY SUPPORTS AND HEALTH SERVICES | $460,000 | |
| PROVIDENCE HEALTH & SERVICES FOUNDATION | ||||||||
| 501 S BUENA VISTA ST | BURBANK | CA | 91505 | N/A | PC | MENTAL HEALTH ASSESSMENT TEAMS (MHAT) IN THE SAN FERNANDO VALLEY | $150,000 | |
| PUBLIC COUNSEL | ||||||||
| 601 S ARDMORE AVE | LOS ANGELES | CA | 90005 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $50,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | ||||||||
| 4560 FOUNTAIN AVE | LOS ANGELES | CA | 90029 | N/A | PC | WESTSIDE LOS ANGELES RONALD MCDONALD HOUSE SUPPORT | $150,000 | |
| SABAN COMMUNITY CLINIC | ||||||||
| 8405 BEVERLY BLVD | LOS ANGELES | CA | 90048 | N/A | PC | THANK YOU CONTRIBUTION | $5,000 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| 400 WEST PUEBLO STREET | SANTA BARBARA | CA | 93105 | N/A | PC | THE DAVID R. CARPENTER PHILANTHROPY AWARD | $150,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 N ALAMEDA ST SUITE 230 | LOS ANGELES | CA | 90012 | N/A | PC | IMPROVING VETERAN HEALTH THROUGH INCREASED PUBLIC ENGAGEMENT, EDUCATION, AND FUNDING | $200,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1001 N ALAMEDA ST SUITE 230 | LOS ANGELES | CA | 90012 | N/A | PC | ARTS, SPIRITUALITY, AND WELLNESS FOR SKID ROW ACTION PLAN PARTICIPANTS | $300,000 | |
| ST JEANNE DE LESTONNAC FREE CLINIC | ||||||||
| 1215 E CHAPMAN AVE | ORANGE | CA | 928662237 | N/A | PC | CONNECTION TO CARE (C2C) ACCESS TO SPECIALTY CARE | $100,000 | |
| ST JOSEPH CENTER | ||||||||
| 204 HAMPTON DR | VENICE | CA | 902912623 | N/A | PC | EXPANDING MEDICAL SERVICES TO IMPROVE HEALTH OUTCOMES FOR PEOPLE EXPERIENCING HOMELESSNESS IN WEST LA | $150,045 | |
| ST FRANCIS HIGH SCHOOL OF LA CANADA FLINTRIDGE | ||||||||
| 200 FOOTHILL BLVD | LA CANADA | CA | 91011 | N/A | PC | MENTAL HEALTH & WELLNESS PROGRAM | $75,000 | |
| ST JOSEPH HOSPITAL OF ORANGE | ||||||||
| 1010 WEST LA VETA SUITE 300 | ORANGE | CA | 92868 | N/A | PC | MATERNAL CHEMICAL DEPENDENCY PILOT PROGRAM | $58,457 | |
| ST JUDE MEMORIAL FOUNDATION | ||||||||
| 101 EAST VALENCIA MESA DRIVE | FULLERTON | CA | 92835 | N/A | PC | BUILDING AN ENHANCED BEHAVIORAL HEALTH WORKFORCE THROUGH STUDENT LEARNING PARTNERSHIPS | $115,409 | |
| ST MARY MEDICAL CENTER | ||||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | N/A | PC | BRIDGE BUILDERS TRANSFORMING LIVES THROUGH COMMUNITY HEALTH NAVIGATORS | $243,000 | |
| ST MARY MEDICAL CENTER | ||||||||
| 1050 LINDEN AVENUE | LONG BEACH | CA | 90813 | N/A | PC | HEALTHLINK PROJECT | $285,391 | |
| ST MARY MEDICAL CENTER | ||||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | N/A | PC | SEXUAL ASSAULT RESILIENCY | $25,000 | |
| THE BEACON HOUSE ASSOCIATION OF SAN PEDRO | ||||||||
| 1003 S BEACON ST | SAN PEDRO | CA | 90731 | N/A | PC | EXPANDING MENTAL HEALTH CLINICAL SERVICES | $200,000 | |
| THE CHILDREN'S CLINIC | ||||||||
| 701 EAST 28TH ST SUITE 200 | LONG BEACH | CA | 90806 | N/A | PC | TCC FAMILY HEALTH CAPACITY BUILDING FOR CLINICAL EXPANSION | $150,000 | |
| THE REGENTS OF UNIVERSITY OF CALIFORNIA AT IRVINE | ||||||||
| 510 EAST PELTASON DRIVE SUITE 5000 | IRVINE | CA | 926975600 | N/A | PC | PRIME -LGBTQ+: PROGRAM IN MEDICAL EDUCATION FOR LESBIAN, GAY, BISEXUAL, TRANSGENDER, QUEER + COMMUNITIES | $125,000 | UNIVERSITY ADVANCEMENT |
| TIME FOR CHANGE FOUNDATION | ||||||||
| 2164 N MOUNTAIN VIEW AVE | SAN BERNARDINO | CA | 924054019 | N/A | PC | TRANSFORMING HEALTH RESOURCES INTO VITAL EQUITY (THRIVE) PROJECT | $25,000 | |
| TRUSTEES OF BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVE | NEWTON | MA | 024673800 | N/A | PC | SUPPORT OF SCHOLARSHIP, RESEARCH, AND STUDENTS IN NEED. | $680 | |
| UC DAVIS SCHOOL OF MEDICINE | ||||||||
| ONE SHIELDS AVE 2ND FLOOR | DAVIS | CA | 95616 | N/A | PC | COLLABORATIVE DEVELOPMENT OF FEASIBLE, EFFECTIVE PHYSICIAN TRAINING IN SUPPORTING PATIENTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) | $100,000 | |
| UC DAVIS SCHOOL OF MEDICINE | ||||||||
| ONE SHIELDS AVE 2ND FLOOR | DAVIS | CA | 95617 | N/A | PC | MEDICAL STUDENT SCHOLARSHIP 2025-2026 | $60,000 | |
| UC RIVERSIDE SCHOOL OF MEDICINE | ||||||||
| 900 UNIVERSITY AVE 2608 SCHOOL OF | RIVERSIDE | CA | 92521 | N/A | PC | MEDICAL STUDENT SCHOLARSHIP 2025-2026 | $60,000 | MEDICINE EDUCATION BUILDING |
| UCLA FIELDING SCHOOL OF PUBLIC HEALTH | ||||||||
| BOX 951772 61-253 CHS | LOS ANGELES | CA | 900951772 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RECOVERY | $100,000 | |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90024 | N/A | PC | MEDICAL STUDENT SCHOLARSHIP 2025-2026 | $60,000 | |
| UCSD SCHOOL OF MEDICINE | ||||||||
| 9500 GILMAN DRIVE 0606 | LA JOLLA | CA | 92093 | N/A | PC | MEDICAL STUDENT SCHOLARSHIP 2025-2026 | $60,000 | |
| UCSF SCHOOL OF MEDICINE | ||||||||
| 2001 THE EMBARCADERO 3RD FLOOR | SAN FRANCISCO | CA | 94133 | N/A | PC | MEDICAL STUDENT SCHOLARSHIP 2025-2026 | $60,000 | |
| UNCOMMON GOOD | ||||||||
| 211 W FOOTHILL BLVD | CLAREMONT | CA | 91711 | N/A | PC | UNIHEALTH SPECIALTY CARE FUND | $50,000 | |
| UNITED STATES VETERANS INITIATIVE | ||||||||
| 800 W SIXTH ST SUITE 1505 | LOS ANGELES | CA | 90017 | N/A | PC | CONNECTING HOMELESS AND AT-RISK VETERANS AT THE WEST LA VA CAMPUS TO HEALTH, WELLNESS AND SUPPORTIVE SERVICES | $233,108 | |
| UNITED WAY OF GREATER LOS ANGELES | ||||||||
| 1150 S OLIVE ST SUITE T500 | LOS ANGELES | CA | 90015 | N/A | PC | WESTSIDE LOS ANGELES RONALD MCDONALD HOUSE | $25,000 | |
| UNIVERSITY CATHOLIC CENTER AUSTIN TEXAS | ||||||||
| 2010 UNIVERSITY AVE | AUSTIN | TX | 787055622 | N/A | PC | COMMUNITY OUTREACH AND CAMPUS MINISTRY | $1,000 | |
| UNIVERSITY OF CALIFORNIA IRVINE | ||||||||
| 324 ALDRICH HALL OFFICE OF RESEARCH | IRVINE | CA | 926977600 | N/A | PC | MEDICAL STUDENT SCHOLARSHIP 2025-2026 | $60,000 | |
| UNIVERSITY OF CALIFORNIA RIVERSIDE | ||||||||
| 245 UNIVERSITY OFFICE BUILDING | RIVERSIDE | CA | 925210217 | N/A | PC | OPENING THE RIVERSIDE HULEN PLACE HOMELESS CLINIC (PRIMARY CARE AND MENTAL HEALTH SERVICES FOR HOMELESS AND LOW-INCOME COMMUNITIES IN THE CITY AND COUNTY OF RIVERSIDE) | $199,164 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 3716 S HOPE ST SUITE 262 | LOS ANGELES | CA | 90089 | N/A | PC | ESSENTIAL HEALTHCARE WORKFORCE TRAINING PROGRAM: ALLIED-HEALTH CERTIFIED NURSING ASSISTANT (CNA)/HOME HEALTH AIDE (HHA), MEDICAL ASSISTANT AND DENTAL ASSISTANT PIPELINE PROGRAMS | $150,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 1985 ZONAL AVE | LOS ANGELES | CA | 900899121 | N/A | PC | USC ASSOCIATES SCHOLARSHIP FUND | $1,500 | |
| UNIVERSITY OF TEXAS FOUNDATION | ||||||||
| 9011 MOUNTAIN RIDGE DR SUITE 150 | AUSTIN | TX | 78759 | N/A | PC | ENDOWED SCHOLARSHIP FOR ENGINEERING STUDENTS BASED ON MERIT AND NEED | $10,000 | |
| UNIVERSITY OF UTAH | ||||||||
| 332 SOUTH 1400 EAST SUITE 150 | SALT LAKE CITY | UT | 841120300 | N/A | PC | LASSONDE ENTREPRENEUR INSTITUTE | $25,000 | |
| UPWARD BOUND HOUSE | ||||||||
| 1104 WASHINGTON AVE | SANTA MONICA | CA | 904034119 | N/A | PC | THRIVING FAMILIES PROGRAM: ENDING THE CYCLE OF HEALTH AND HOUSING INSTABILITY AMONG BIPOC FAMILIES | $125,000 | |
| USC CARUSO CATHOLIC CENTER | ||||||||
| 844 W 32ND ST | LOS ANGELES | CA | 900073601 | N/A | PC | COMMUNITY OUTREACH AND CAMPUS MINISTRY | $6,000 | |
| VALLEY COMMUNITY HEALTHCARE | ||||||||
| 6801 COLDWATER CANYON AVE | NORTH HOLLYWOOD | CA | 91605 | N/A | PC | RN PRACTICE TRANSFORMATION PROJECT | $50,000 | |
| VILLA ESPERANZA SERVICES | ||||||||
| 2116 E VILLA ST | PASADENA | CA | 911072435 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $25,000 | |
| VIP COMMUNITY MENTAL HEALTH CENTER | ||||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | N/A | PC | THE CENTER FOR FETAL ALCOHOL SPECTRUM DISORDER (FASD) RESEARCH AND TREATMENT | $625,350 | |
| VNA HEALTH | ||||||||
| 509 E MONTECITO ST STE 200 | SANTA BARBARA | CA | 931033216 | N/A | PC | SERENITY HOUSE | $500 | |
| WESTERNU COLLEGE OF OSTEOPATHIC MEDICINE OF THE PACIFIC | ||||||||
| 309 E SECOND ST | POMONA | CA | 91766 | N/A | PC | MEDICAL STUDENT SCHOLARSHIP 2025-2026 | $60,000 | |
| WMMC CHARITABLE FOUNDATION | ||||||||
| 1720 CESAR E CHAVEZ AVE | LOS ANGELES | CA | 90033 | N/A | PC | AHWM MONTEBELLO HEALTHCARE ACCESS PROGRAM | $200,000 | |
| WORKSITE WELLNESS LA | ||||||||
| 5955 S WESTERN AVE | LOS ANGELES | CA | 90047 | N/A | PC | HEALTHCARE AND SOCIAL SERVICE WORKFORCE WELLBEING PROGRAM: CREATING A CULTURE OF WELLNESS | $75,000 | |
| WORLD CENTRAL KITCHEN INC | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $25,000 | |
| YMCA OF METROPOLITAN LOS ANGELES | ||||||||
| 4301 W 3RD ST | LOS ANGELES | CA | 90020 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $100,000 | |
| YUCAIPA VALLEY ANIMAL PLACEMENT SOCIETY | ||||||||
| 11937 13TH ST | YUCAIPA | CA | 923991829 | N/A | PC | HEROES & HEARTS PET HEALTH PROGRAM | $25,000 | |
| YWCA OF SAN GABRIEL VALLEY | ||||||||
| 101 SOUTH BARRANCA AVENUE | COVINA | CA | 917232712 | N/A | PC | LOS ANGELES COUNTY WILDFIRES 2025 RELIEF | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,603,370 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CASA COLINA HOSPITAL AND CENTERS FOR HEALTHCARE | ||||||||
| 255 E BONITA AVE | POMONA | CA | 91767 | N/A | PC | EMPOWERING COMMUNITY HEALTH THROUGH ENHANCED LIMB PRESERVATION AND EDUCATION | $306,000 | |
| CASA COLINA HOSPITAL AND CENTERS FOR HEALTHCARE | ||||||||
| 256 E BONITA AVE | POMONA | CA | 91767 | N/A | PC | EMPOWERING COMMUNITY HEALTH THROUGH ENHANCED LIMB PRESERVATION AND EDUCATION | $285,999 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 6500 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90048 | N/A | PC | LGBTQ+ PROGRAM FOR GENDER NEUTRAL CANCER SCREENING | $200,000 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 6500 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90048 | N/A | PC | LGBTQ+ PROGRAM FOR GENDER NEUTRAL CANCER SCREENING | $200,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE RD | DUARTE | CA | 91010 | N/A | PC | MONSIGNOR CLEMENT CONNOLLY PROFESSORSHIP IN MEDICAL ONCOLOGY | $50,000 | |
| CSULB 49ER FOUNDATION | ||||||||
| 1250 BELLFLOWER BLVD BH-387 | LONG BEACH | CA | 90840 | N/A | PC | ADVANCING VIOLENCE AND TRAUMA HEALING FOR CALIFORNIANS | $250,000 | |
| ESPERANZA COMMUNITY HOUSING CORPORATION | ||||||||
| 3655 S GRAND AVE SUITE 280 | LOS ANGELES | CA | 90007 | N/A | PC | HEALTHY HOMES AND RESILIENT COMMUNITIES: INNOVATING PROMOTORES DE SALUD FOR EXTREME HEAT AND EMERGENCY SAFETY | $97,000 | |
| ESPERANZA COMMUNITY HOUSING CORPORATION | ||||||||
| 3656 S GRAND AVE SUITE 280 | LOS ANGELES | CA | 90007 | N/A | PC | HEALTHY HOMES AND RESILIENT COMMUNITIES: INNOVATING PROMOTORES DE SALUD FOR EXTREME HEAT AND EMERGENCY SAFETY | $100,000 | |
| ESPERANZA COMMUNITY HOUSING CORPORATION | ||||||||
| 3657 S GRAND AVE SUITE 280 | LOS ANGELES | CA | 90007 | N/A | PC | HEALTHY HOMES AND RESILIENT COMMUNITIES: INNOVATING PROMOTORES DE SALUD FOR EXTREME HEAT AND EMERGENCY SAFETY | $103,000 | |
| FAMILY SERVICE ASSOCIATION | ||||||||
| 21250 BOX SPRINGS RD STE 215 | MORENO VALLEY | CA | 925578712 | N/A | PC | EARLY CHILDHOOD MENTAL HEALTH CONSULTATION | $100,000 | |
| FAMILY SERVICE ASSOCIATION | ||||||||
| 21251 BOX SPRINGS RD STE 215 | MORENO VALLEY | CA | 925578712 | N/A | PC | EARLY CHILDHOOD MENTAL HEALTH CONSULTATION | $100,000 | |
| FIVE ACRES-THE BOYS & GIRLS AID SOCIETY OF LOS ANGELES COUNTY | ||||||||
| 760 W MOUNTAIN VIEW ST | ALTADENA | CA | 910014925 | N/A | PC | A COMMUNITY-BASED APPROACH TO MENTAL HEALTH OUTREACH, EDUCATION, AND SERVICE FOR CHILDREN, YOUTH AND FAMILIES IN SOUTHERN CALIFORNIA | $100,000 | |
| FOUNTAIN HOUSE INC | ||||||||
| 425 W 47TH ST | NEW YORK | NY | 100362304 | N/A | PC | HOLLYWOOD CLUBHOUSE PROGRAM DIRECTOR & PARTNERS IN CARE LAUNCH IN LA | $200,000 | |
| ONEGENERATION | ||||||||
| 17400 VICTORY BLVD | VAN NUYS | CA | 91406 | N/A | PC | ONEGENERATIONS OLDER ADULT TRAUMA RECOVERY AND SUPPORT PROJECT | $150,000 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| 400 WEST PUEBLO STREET | SANTA BARBARA | CA | 93105 | N/A | PC | THE DAVID R. CARPENTER PHILANTHROPY AWARD | $150,000 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| 401 WEST PUEBLO STREET | SANTA BARBARA | CA | 93105 | N/A | PC | THE DAVID R. CARPENTER PHILANTHROPY AWARD | $150,000 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| 402 WEST PUEBLO STREET | SANTA BARBARA | CA | 93105 | N/A | PC | THE DAVID R. CARPENTER PHILANTHROPY AWARD | $150,000 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| 403 WEST PUEBLO STREET | SANTA BARBARA | CA | 93105 | N/A | PC | THE DAVID R. CARPENTER PHILANTHROPY AWARD | $150,000 | |
| ST FRANCIS HIGH SCHOOL OF LA CANADA FLINTRIDGE | ||||||||
| 200 FOOTHILL BLVD | LA CANADA | CA | 91011 | N/A | PC | MENTAL HEALTH & WELLNESS PROGRAM | $100,000 | |
| ST JOSEPH HOSPITAL OF ORANGE | ||||||||
| 1010 WEST LA VETA SUITE 300 | ORANGE | CA | 92868 | N/A | PC | MATERNAL CHEMICAL DEPENDENCY PILOT PROGRAM | $91,543 | |
| ST JUDE MEMORIAL FOUNDATION | ||||||||
| 101 EAST VALENCIA MESA DRIVE | FULLERTON | CA | 92835 | N/A | PC | BUILDING AN ENHANCED BEHAVIORAL HEALTH WORKFORCE THROUGH STUDENT LEARNING PARTNERSHIPS | $114,591 | |
| THE REGENTS OF UNIVERSITY OF CALIFORNIA AT IRVINE | ||||||||
| 510 EAST PELTASON DRIVE SUITE 5000 | IRVINE | CA | 926975600 | N/A | PC | PRIME -LGBTQ+: PROGRAM IN MEDICAL EDUCATION FOR LESBIAN, GAY, BISEXUAL, TRANSGENDER, QUEER + COMMUNITIES | $125,000 | UNIVERSITY ADVANCEMENT |
| THE REGENTS OF UNIVERSITY OF CALIFORNIA AT IRVINE | ||||||||
| 511 EAST PELTASON DRIVE SUITE 5000 | IRVINE | CA | 926975600 | N/A | PC | PRIME -LGBTQ+: PROGRAM IN MEDICAL EDUCATION FOR LESBIAN, GAY, BISEXUAL, TRANSGENDER, QUEER + COMMUNITIES | $100,000 | UNIVERSITY ADVANCEMENT |
| UNITED STATES VETERANS INITIATIVE | ||||||||
| 800 W SIXTH ST SUITE 1505 | LOS ANGELES | CA | 90017 | N/A | PC | CONNECTING HOMELESS AND AT-RISK VETERANS AT THE WEST LA VA CAMPUS TO HEALTH, WELLNESS AND SUPPORTIVE SERVICES | $244,883 | |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90095 | N/A | PC | REDUCING HEALTH IMPACTS FROM LA WILDFIRES: COMMUNITY PARTNERED WILDFIRE HEALTH TRAINING AND TRUSTED MESSENGER OUTREACH | $315,369 | |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 10921 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90095 | N/A | PC | REDUCING HEALTH IMPACTS FROM LA WILDFIRES: COMMUNITY PARTNERED WILDFIRE HEALTH TRAINING AND TRUSTED MESSENGER OUTREACH | $276,772 | |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 10922 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90095 | N/A | PC | REDUCING HEALTH IMPACTS FROM LA WILDFIRES: COMMUNITY PARTNERED WILDFIRE HEALTH TRAINING AND TRUSTED MESSENGER OUTREACH | $157,859 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN LOS ANGELES | ||||||||
| 4301 W 3RD ST | LOS ANGELES | CA | 900203809 | N/A | PC | EXPANDING YOUTH MENTAL HEALTH SUPPORT | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,568,016 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,933,513 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,818,745 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| PASSTHROUGH UBTI INCOME/LOSS | 523000 | -$79,387 | |||
| MISCELLANEOUS INCOME | 01 | $1,064 | |||
| PROGRAM RELATED INVESTMENT INTEREST | 14 | $138,362 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$79,387 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,753,322 | ExclusionAmt |
| Related Or Exempt Function Incm | $138,362 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,812,297 | 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 | 11C | LineNumberTxt |
| Relationship Statement | INTEREST INCOME EARNED ON PROGRAM RELATED INVESTMENT LOAN | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $98,225 | Amt |
| Net Investment Income | $47,063 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,063 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN | $18,999,811 | $18,999,811 |
| DOUBLELINE | $13,501,089 | $13,501,089 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VAUGHAN NELSON | $7,519,813 | $7,519,813 |
| EUROPACIFIC GROWTH | $25,610 | $25,610 |
| HS MGMT EQ | $20,767,109 | $20,767,109 |
| ROBECO BOSTON PARTNERS | $7,771,104 | $7,771,104 |
| ISHARES RUSSELL 1000 GROWTH | $14,908,168 | $14,908,168 |
| DODGE & COX | $22,152,673 | $22,152,673 |
| FIDELITY 500 INDEX FUND | $73,931,987 | $73,931,987 |
| GQG PARTNERS I | $19,852,836 | $19,852,836 |
| VANGUARD RUSSELL 1 | $27,940,483 | $27,940,483 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SIGULAR GUFF BRIC FUND II | FMV | $27,175 | $27,175 |
| BLACKSTONE RE VII | FMV | $534,026 | $534,026 |
| RLH INVESTORS III, LP | FMV | $1,514,976 | $1,514,976 |
| SLIVER LAKE IV | FMV | $5,751,507 | $5,751,507 |
| NEW MOUNTAIN PARTNERS IV | FMV | $540,296 | $540,296 |
| INDUSTRY VENTURES IV | FMV | $4,211,411 | $4,211,411 |
| RLH INVESTORS IV LP | FMV | $6,958,056 | $6,958,056 |
| NEW MOUNTAIN PARTNERS V | FMV | $2,588,414 | $2,588,414 |
| TRIDENT VII | FMV | $4,884,136 | $4,884,136 |
| SILVER LAKE V | FMV | $3,131,303 | $3,131,303 |
| CENTERBRIDGE REAL ESTATE FUND | FMV | $2,285,731 | $2,285,731 |
| SVB STRATEGIC INVESTORS IX | FMV | $4,136,126 | $4,136,126 |
| AEA INVESTORS FUND VII | FMV | $4,495,572 | $4,495,572 |
| ALTAS PARTNERS II | FMV | $5,690,228 | $5,690,228 |
| SEARCHLIGHT III | FMV | $6,263,037 | $6,263,037 |
| SVB STRATEGIC INVESTORS FUND X | FMV | $5,123,508 | $5,123,508 |
| HARBOURVEST DOVER X | FMV | $6,208,671 | $6,208,671 |
| NEW MOUNTAIN VI | FMV | $7,862,111 | $7,862,111 |
| BLACKSTONE SP IX | FMV | $7,985,931 | $7,985,931 |
| ALTAS PARTNERS HOLDINGS III (A) | FMV | $1,817,117 | $1,817,117 |
| FRANCISCO PARTNERS VII-A LP | FMV | $2,851,756 | $2,851,756 |
| BALLISTIC VENTURES II | FMV | $152,947 | $152,947 |
| KDT VENTURES IV | FMV | $105,797 | $105,797 |
| JP MORGAN SLP III | FMV | $839,918 | $839,918 |
| RIALTO REF III - PROPERTY | FMV | $239,269 | $239,269 |
| RIALTO REF III - DEBT | FMV | $1,449,295 | $1,449,295 |
| KING STREET CAPITAL LTD | FMV | $151,754 | $151,754 |
| CCI BOND FUND | FMV | $55,459,521 | $55,459,521 |
| ARES RE OPP I | FMV | $805,303 | $805,303 |
| NB PRIVATE DE | FMV | $1,231,322 | $1,231,322 |
| PRIVATE EQUITY:CHAMPION HILL | FMV | $29,334 | $29,334 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $66,277 | $66,277 | $0 | |
| LEASEHOLD IMPROVEMENT | $30,027 | $24,915 | $5,112 | $5,112 |
| LAND | $5,171,860 | $0 | $5,171,860 | $5,171,860 |
| BUILDING | $3,185,765 | $123,891 | $3,061,874 | $3,061,874 |
| OTHER ASSETS | $3,099,141 | $0 | $3,099,141 | $3,099,141 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $43,187 | LegalFeesAmt |
| Net Investment Income | $12,820 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,675 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFERRED COMPENSATION INVESTMENTS | $793,796 | $701,593 | $701,593 |
| DEPOSITS | $9,665 | $9,665 | $9,665 |
| PROGRAM RELATED INVESTMENTS | $7,000,000 | $7,722,257 | $7,722,257 |
| RIGHT-OF-USE ASSET | $90,325 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $72,919 | $29,098 | $43,821 |
| ORGANIZATIONAL MEMBERSHIPS | $35,549 | $0 | $35,549 |
| OTHER EXPENSES | $140,443 | $2,130 | $144,395 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PASSTHROUGH UBTI INCOME/LOSS | -$79,387 | -$79,387 | |
| MISCELLANEOUS INCOME | $1,064 | $1,064 | |
| PROGRAM RELATED INVESTMENT INTEREST | $138,362 | $138,362 | $138,362 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAIN ON INVESTMENTS | $10,592,725 |
| RECOVERED GRANT | $14,344 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION LIABILITY | $793,796 | $701,593 |
| OPERATING LEASE LIABILITY | $100,195 | $0 |
| SECURITY DEPOSITS | $25,154 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $3,169,445 | $3,169,445 | $0 |
| INVESTMENT ADVISORS | $268,979 | $268,979 | $0 |
| CUSTODIAL FEES | $76,935 | $76,935 | $0 |
| GRANTS MANAGEMENT | $39,698 | $0 | $39,698 |
| MAINTENANCE | $22,874 | $2,542 | $20,332 |
| OTHER SERVICE FEES | $368,854 | $58,646 | $334,032 |
| WEBSITE | $5,480 | $0 | $5,480 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CURRENT SECTION 4940 TAX EXPENSE | $305,000 | $0 | $0 |
| STATE TAXES | $32,523 | $0 | $32,523 |
| BUSINESS TAXES | $300 | $0 | $300 |
| DEFERRED EXCISE TAX EXPENSE | $105,552 | $0 | $0 |