JOHN JEWETT & HELEN CHANDLER GARLAND FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN JEWETT & HELEN CHANDLER GARLAND FOUNDATION (EIN 95-6023587)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-29
- IRS object ID
- 202631199349101508
- Schema version
- 2025v4.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-29T16:20:32-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954885412 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE LEWIS & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 E FOOTHILL BLVD 100 | AddressLine1Txt |
| City | ARCADIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956023587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN JEWETT & HELEN CHANDLER GARLAND FOU | BusinessNameLine1Txt |
| Business Name Line2 | NDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6264400052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 550 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911020550 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA M HAUSLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6264400052 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WADE E STEVENS | PreparerPersonNm |
| PTIN | P01750790 | PTIN |
| Phone | 6264629280 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,443,665 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $153,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,827 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,042,685 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,196,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,827 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $135,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,745 | AccountingFeesChrtblPrpsAmt |
| Occupancy Rev And Expnss | $23,159 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,159 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,351 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,351 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $233,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $218,270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,463,397 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,463,397 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,696,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,681,667 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $499,845 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,827 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $249,060 | CashBOYAmt |
| Cash EOY | $244,079 | CashEOYAmt |
| Cash EOYFMV | $244,079 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,968,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,472,399 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,472,399 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $5,728,117 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,727,187 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,727,187 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,945,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,443,665 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,443,665 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,945,750 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,443,665 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,945,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,443,665 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,945,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,443,665 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,945,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $499,845 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,445,595 | SubtotalAmt |
| Other Decreases | $1,930 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,443,665 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,289 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,289 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $359 | OverpaymentAmt |
| Applied To ES Tax | $359 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Ms Lisa Hausler | IndividualWithBooksNm |
| Phone | 6264400052 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 S Lake Ave Suite 206 | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| Gwendolyn G Babcock | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| Sarah G Babcock | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| Ann K Babcock | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| Susan H Babcock | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| John C Babcock | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| Christine G Babcock | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| John C Babcock Jr | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| Rubina M Garland | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| Hilary D Garland | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| William M Garland III | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| Virginia G Garland | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| Willaim M Garland IV | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| Helen C Garland | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| Grant G McLean | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| Alexander A McLean | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| Lisa Hausler | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Executive Director - Trustee | 50.00 | $150,000 | $0 | $0 |
| Kelsey G Babcock | ||||||||
| 350 S Lake Ave Suite 206 | Pasadena | CA | 91101 | Trustee | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,780,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,200 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,781,820 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,781,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,725,093 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $186,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $186,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,930 | TotalTaxAmt |
| Distributable Before Adj | $184,325 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $184,325 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $184,325 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,681,667 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,681,667 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,325 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,781,259 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,674,276 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,403,274 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,482,964 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,513,985 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,855,758 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,681,667 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $184,325 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,497,342 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,353,100 | 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 | $4,781,259 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,571,841 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,674,276 | ExcessFromYear4Amt |
| Excess From Year3 | $4,403,274 | ExcessFromYear3Amt |
| Excess From Year2 | $6,482,964 | ExcessFromYear2Amt |
| Excess From Year1 | $5,513,985 | ExcessFromYear1Amt |
| Excess From Current Year | $6,497,342 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alliance for Children's Rights | ||||||
| 3333 Wilshire Blvd 550 | Los Angeles | CA | 90010 | PC | General | $5,000 |
| Angel City Sports | ||||||
| 2355 Westwood Blvd 1139 | Los Angeles | CA | 90064 | PC | Angel City Games | $50,000 |
| Arboretum Foundation | ||||||
| 301 North Baldwin Ave | Arcadia | CA | 91007 | PC | Restoration of Blanche Hinman Garland Orchid House | $475,000 |
| Armory Center for the Arts | ||||||
| 145 North Raymond Ave | Pasadena | CA | 91103 | PC | General | $10,000 |
| Arroyos and Foothills Conservancy | ||||||
| Post Office Box 1 | Pasadena | CA | 91102 | PC | General | $30,000 |
| Bandini Foundation | ||||||
| 5857 Cape Horn Drive | Agoura Hills | CA | 91301 | PC | Sports/Pickleball Court for Hero's Recreation Center | $25,000 |
| Boaz and Ruth | ||||||
| 3030 Meadowbridge Road | Richmond | VA | 23222 | PC | General | $10,000 |
| Boys and Girls Club of Pasadena | ||||||
| 3230 East Del Mar Blvd | Pasadena | CA | 91107 | PC | Scholarships | $15,000 |
| Cancer Support Community | ||||||
| 76 East Del Mar Blvd 215 | Pasadena | CA | 91105 | PC | Bereavement Group | $23,500 |
| CARES | ||||||
| 1200 North State Street 1900 | Los Angeles | CA | 90033 | PC | Patient Crisis Fund | $30,000 |
| Chapman University | ||||||
| One University Drive | Orange | CA | 92866 | PC | Scholarships for Dodge School First Generation Students | $50,000 |
| Children's Hospital Los Angeles | ||||||
| 4650 Sunset Blvd | Los Angeles | CA | 90027 | PC | NICCU | $50,000 |
| Children's Hospital Los Angeles | ||||||
| 4650 Sunset Blvd | Los Angeles | CA | 90027 | PC | Pediatric Pulmonology Fellowship Program | $115,230 |
| Children's Institute | ||||||
| 2121 Temple Street | Los Angeles | CA | 90026 | PC | General | $10,000 |
| Chrysalis | ||||||
| 522 South Main Street | Los Angeles | CA | 90013 | PC | Job Readiness Program | $15,000 |
| College Access Plan | ||||||
| 871 East Washington Blvd 207 | Pasadena | CA | 91104 | PC | General | $10,000 |
| Diggers Garden Club | ||||||
| 389 California Terrace | Pasadena | CA | 91105 | PC | New Old Mill Project | $50,000 |
| Dignity Moves | ||||||
| 870 Market Street 1151 | San Francisco | CA | 94102 | PC | Construction of Units for Homeless in Carpinteria and Goleta | $25,000 |
| Dolores Mission School | ||||||
| 170 South Gless Street | Los Angeles | CA | 90033 | PC | Scholarships | $20,000 |
| Don Bosco Technical Institute | ||||||
| 1151 San Gabriel Blvd | Rosemead | CA | 91770 | PC | General | $10,000 |
| Door of Hope | ||||||
| 221 East Walnut Street 112 | Pasadena | CA | 91101 | PC | General | $50,000 |
| Electronic Frontier Foundation | ||||||
| 815 Eddy Street | San Francisco | CA | 94109 | PC | General | $20,000 |
| Families Forward Learning Center | ||||||
| 980 North Fair Oaks Ave | Pasadena | CA | 91103 | PC | Early Childhood Education Program | $20,000 |
| Feed More | ||||||
| 1415 Rhoadmiller Street | Richmond | VA | 23220 | PC | Meals on Wheels of Central Virginia | $60,000 |
| Feed More - Central Virginia Foodbank | ||||||
| 1415 Rhoadmiller Street | Richmond | VA | 23220 | PC | General | $60,000 |
| First United Methodist Church | ||||||
| 500 East Colorado Blvd | Pasadena | CA | 91101 | PC | Summer Musical Expenses | $18,000 |
| Food Forward | ||||||
| 7412 Fulton Avenue 3 | North Hollywood | CA | 91605 | PC | General | $20,000 |
| Foothill Unity Center | ||||||
| 790 West Chestnut Avenue | Monrovia | CA | 91016 | PC | General | $10,000 |
| Frostig Center | ||||||
| 971 North Altadena Drive | Pasadena | CA | 91107 | PC | Westside Campus | $125,000 |
| Frostig Center | ||||||
| 971 North Altadena Drive | Pasadena | CA | 91107 | PC | General | $40,000 |
| Frostig Center | ||||||
| 971 North Altadena Drive | Pasadena | CA | 91107 | PC | General | $10,000 |
| Fuller Theological Seminary | ||||||
| 135 North Oakland Ave | Pasadena | CA | 91182 | PC | Subsidize Therapy Sessions | $25,000 |
| Giffords Law Center to Prevent Gun Violence | ||||||
| 268 Bush Street 555 | San Francisco | CA | 94104 | PC | General | $25,000 |
| Global Mobility | ||||||
| 573 East Magnolia Blvd | Burbank | CA | 91501 | PC | General | $40,000 |
| Greater LA Scouting | ||||||
| 2333 Scout Way | Los Angeles | CA | 90026 | PC | 15000 General and 25000 Scoutreach | $40,000 |
| Greater LA Scouting | ||||||
| 2333 Scout Way | Los Angeles | CA | 90026 | PC | General | $50,000 |
| Guide Dogs for the Blind | ||||||
| Post Office Box 151200 | San Rafael | CA | 94915 | PC | General | $50,000 |
| Habitat for Humanity | ||||||
| 800 West Chesnut Avenue 210 | Monrovia | CA | 91016 | PC | General | $25,000 |
| Hillsides | ||||||
| 940 Avenue Sixty-Four | Pasadena | CA | 91105 | PC | Budget for Position of a Behavioral Healthcare Provider | $100,000 |
| Hillsides | ||||||
| 940 Avenue Sixty-Four | Pasadena | CA | 91105 | PC | General | $15,000 |
| Housing Families First | ||||||
| 3900 Nine Mile Road | Henrico | VA | 23223 | PC | General | $10,000 |
| Huntington Library | ||||||
| 1151 Oxford Road | San Marino | CA | 91108 | PC | America 250 Garden | $400,000 |
| Huntington Medical Research Institute | ||||||
| 686 South Fair Oaks Ave | Pasadena | CA | 91105 | PC | General | $50,000 |
| Institute for Shipboard Education | ||||||
| Campus Delivery 1587 | Fort Collins | CO | 80523 | PC | Semester at Sea Scholarships | $25,000 |
| Jay Nolan Community Services | ||||||
| 15501 San Fernando Mission Blvd 200 | Mission Hills | CA | 91345 | PC | Summer Camp and Services for Transition Age Youth | $100,000 |
| Kidspace Children's Museum | ||||||
| 480 North Arroyo Blvd | Pasadena | CA | 91103 | PC | General | $15,000 |
| KPCC | ||||||
| 474 South Raymond Ave | Pasadena | CA | 91105 | PC | LAist Wildfire Relief Fund | $20,000 |
| KPCC | ||||||
| 474 South Raymond Ave | Pasadena | CA | 91105 | PC | General | $40,000 |
| KUSC | ||||||
| Post Office Box 7913 | Los Angeles | CA | 90007 | PC | General | $25,000 |
| LA Opera | ||||||
| 135 North Grand Ave | Los Angeles | CA | 90012 | PC | Education and Community Programs | $40,000 |
| La Salle High School | ||||||
| 3880 East Sierra Madre Blvd | Pasadena | CA | 91107 | PC | Minority Scholarships | $10,000 |
| Library Foundation of Los Angeles | ||||||
| 630 West Fifth Street | Los Angeles | CA | 90071 | PC | Adult Literacy Program | $10,000 |
| Little Hands Virginia | ||||||
| 3707 Saunders Avenue | Richmond | VA | 23227 | PC | General | $10,000 |
| Los Angeles Dysautonomia | ||||||
| 515 Madre Street | Pasadena | CA | 91107 | PC | Fund current staff positions and hire an additional staff member | $15,000 |
| Los Angeles Philharmonic Association | ||||||
| 151 South Grand Ave | Los Angeles | CA | 90012 | PC | Youth Program | $125,000 |
| Los Angeles Regional Foodbank | ||||||
| 1734 East 41st Street | Los Angeles | CA | 90058 | PC | General | $150,000 |
| Marlborough School | ||||||
| 250 South Rossmore Ave | Los Angeles | CA | 90004 | PC | Minority Scholarships | $20,000 |
| Mayfield Senior School | ||||||
| 500 Bellefontaine Street | Pasadena | CA | 91105 | PC | Minority Scholarships | $40,000 |
| Mission Scholars | ||||||
| 1528 Chapala Street 308 | Santa Barbara | CA | 93101 | PC | 2025 College Access Program | $20,000 |
| Multiple Myeloma Research Foundation | ||||||
| 383 Main Ave 7th Floor | Norwalk | CT | 06851 | PC | General | $30,000 |
| My Friend's Place | ||||||
| Post Office Box 3867 | Hollywood | CA | 90078 | PC | General | $25,000 |
| National Outdoor Leadership School | ||||||
| 284 Lincoln Street | Lander | WY | 82520 | PC | Conduct Campaign Feasibility/Soundings Study and Provide Campaign Counsel | $40,000 |
| National Outdoor Leadership School | ||||||
| 284 Lincoln Street | Lander | WY | 82520 | PC | General | $50,000 |
| National Outdoor Leadership School | ||||||
| 284 Lincoln Street | Lander | WY | 82520 | PC | Scholarship Endowment | $500,000 |
| National Parks Conservation Association | ||||||
| 777 6th Street NW 700 | Washington | DC | 20001 | PC | Securing the Future of Vital Landscapes in California National Parks and Beyond Campaign | $175,000 |
| National Parks Conservation Association | ||||||
| 777 6th Street NW 700 | Washington | DC | 20001 | PC | Parks in Peril | $50,000 |
| National Parks Conservation Association | ||||||
| 777 6th Street NW 700 | Washington | DC | 20001 | PC | Imagine America Without Campaign | $50,000 |
| Natural History Museum | ||||||
| 900 Exposition Blvd | Los Angeles | CA | 90007 | PC | Channel Islands Initiative | $166,667 |
| Natural History Museum | ||||||
| 900 Exposition Blvd | Los Angeles | CA | 90007 | PC | Education Program | $20,000 |
| New Roads School | ||||||
| 3131 Olympic Blvd | Santa Monica | CA | 90404 | PC | Minority Scholarships | $60,000 |
| One Arroyo Foundation | ||||||
| Post Office Box 156 | Pasadena | CA | 91102 | PC | General | $25,000 |
| Our Saviour Center | ||||||
| 4368 Santa Anita Ave | El Monte | CA | 91731 | PC | General | $60,000 |
| Painted Turtle | ||||||
| 1300 4th Street 300 | Santa Monica | CA | 90401 | PC | General | $25,000 |
| Park Century School | ||||||
| 3939 Landmark Street | Culver City | CA | 90232 | PC | Scholarships | $85,000 |
| Partnership for Success | ||||||
| 1030 East California Blvd | Pasadena | CA | 91106 | PC | Scholarships | $60,000 |
| Pasadena Community Foundation | ||||||
| 301 East Colorado Blvd 810 | Pasadena | CA | 91101 | PC | General | $10,000 |
| Pasadena Educational Foundation | ||||||
| 351 South Hudson Ave 153 | Pasadena | CA | 91101 | PC | LEARNS | $25,000 |
| Pasadena Humane | ||||||
| 361 South Raymond Ave | Pasadena | CA | 91105 | PC | General | $40,000 |
| Pasadena Village | ||||||
| 236 West Mountain Street 104 | Pasadena | CA | 91103 | PC | General | $10,000 |
| People Concern | ||||||
| 1453 16th Street | Santa Monica | CA | 90404 | PC | General | $50,000 |
| Phil Simon Tanzania Project | ||||||
| Post Office Box 50403 | Pasadena | CA | 91115 | PC | General | $20,000 |
| Polytechnic School | ||||||
| 1030 East California Blvd | Pasadena | CA | 91106 | PC | Gym Air Conditioning and Solar Project | $500,000 |
| Polytechnic School | ||||||
| 1030 East California Blvd | Pasadena | CA | 91106 | PC | Minority Scholarships | $60,000 |
| Richmond SPCA | ||||||
| 2519 Hermitage Road | Richmond | VA | 23220 | PC | Outdoor Dog Recreation Area | $175,000 |
| Richmond SPCA | ||||||
| 2519 Hermitage Road | Richmond | VA | 23220 | PC | General | $70,000 |
| Rose Bowl Aquatics Center | ||||||
| 360 North Arroyo Blvd | Pasadena | CA | 91103 | PC | General | $10,000 |
| Salvation Army - California South Division | ||||||
| 16941 Keegan Ave | Carson | CA | 90746 | PC | Red Shield Center | $100,000 |
| Santa Clara University | ||||||
| 500 El Camino Real | Santa Clara | CA | 95053 | PC | REAL Program | $40,000 |
| Santa Monica Foursquare Church | ||||||
| 1220 20th Street | Santa Monica | CA | 90404 | PC | Lighthouse Medical Missions | $30,000 |
| Save the Children | ||||||
| 501 Kings Highway East 400 | Fairfield | CT | 06825 | PC | Support Children in Lake Los Angeles | $40,000 |
| Scouting America WLACC | ||||||
| 16525 Sherman Way C8 | Van Nuys | CA | 91406 | PC | Scoutreach | $50,000 |
| Shakespeare Center LA | ||||||
| 1238 West First Street | Los Angeles | CA | 90026 | PC | General | $10,000 |
| Shepherd's Door | ||||||
| Post Office Box 40441 | Pasadena | CA | 91104 | PC | General | $10,000 |
| Sisters in Sports | ||||||
| Post Office Box 981521 | Park City | UT | 84098 | PC | General | $20,000 |
| St Anne School | ||||||
| 2015 Colorado Ave | Santa Monica | CA | 90403 | PC | General | $30,000 |
| St John's Health Center Foundation | ||||||
| 2121 Santa Monica Blvd | Santa Monica | CA | 90404 | PC | Intern Stipend/Birth to Five Program | $25,000 |
| St Joseph Center | ||||||
| 204 Hampton Drive | Venice | CA | 90291 | PC | Bread and Roses Cafe | $40,000 |
| St Luke's McCall Foundation | ||||||
| 1000 State Street | McCall | ID | 83638 | PC | General | $10,000 |
| St Mark's School | ||||||
| 1050 East Altadena Drive | Altadena | CA | 91001 | PC | Tuition Assistance | $25,000 |
| Student Conservation Association | ||||||
| 1230 Preservation Park Way | Oakland | CA | 94612 | PC | Saving California's National Park Program | $5,000 |
| Students Run LA | ||||||
| 5252 Crebs Ave | Tarzana | CA | 91356 | PC | General | $15,000 |
| Teach for America | ||||||
| 606 South Olive Street 300 | Los Angeles | CA | 90014 | PC | General | $10,000 |
| Team Prime Time | ||||||
| 3740 Overland Ave F | Los Angeles | CA | 90034 | PC | General | $10,000 |
| Transition House | ||||||
| 425 East Cota Street | Santa Barbara | CA | 93101 | PC | Emergency Shelter and Services for Homeless Families with Children | $30,000 |
| Truckee Roundhouse | ||||||
| Post Office Box 3501 | Truckee | CA | 96160 | PC | General | $10,000 |
| United States Olympic and Paralympic Foundation | ||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | PC | General | $250,000 |
| University of Southern California | ||||||
| 1150 South Olive Street 29th Floor | Los Angeles | CA | 90015 | PC | Marshall School Scholarships | $50,000 |
| Venice Family Clinic | ||||||
| 604 Rose Ave | Venice | CA | 90291 | PC | Comprehensive Primary Health Care | $30,000 |
| Villa Esperanza Services | ||||||
| 2116 East Villa Street | Pasadena | CA | 91107 | PC | Build Staff Team, Invest in Teachers and Training, Provide Smartboards for Existing Classrooms | $70,000 |
| Wayfinder Family Services | ||||||
| 5300 Angeles Vista Blvd | Los Angeles | CA | 90043 | PC | Child Development Program | $30,000 |
| Webb Schools | ||||||
| 1175 West Baseline Road | Claremont | CA | 91711 | PC | Minority Scholarships | $15,000 |
| Westridge School | ||||||
| 324 Madeline Drive | Pasadena | CA | 91105 | PC | Minority Scholarships | $25,000 |
| Westside Food Bank | ||||||
| 1710 22nd Street | Santa Monica | CA | 90404 | PC | General | $75,000 |
| Wikimedia Foundation | ||||||
| 149 New Montgomery Street 3rd Floor | San Francisco | CA | 94105 | PC | General | $30,000 |
| Young and Healthy | ||||||
| 136 West Peoria | Pasadena | CA | 91103 | PC | General | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,463,397 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,827 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Trust Income | Desc |
| Related Or Exempt Function Incm | $7,042,685 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $153,827 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,042,685 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,196,512 | 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 | 11 | LineNumberTxt |
| Relationship Statement | Distribution from trust which is excluded from gross income | 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 | EUGENE LEWIS & ASSOCIATES | CategoryTxt |
| Amt | $37,745 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,745 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Value of beneficial int in Chandler Tr No.2 | $5,725,628 | $5,725,628 | $5,725,628 |
| Security Deposit | $1,200 | $1,200 | $1,200 |
| Prepaid Federal Excise Tax | $1,289 | $359 | $359 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax | Desc |
| Amt | $1,930 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMERCIAL INSURANCE EXPENSE | $2,259 | $0 | $2,259 |
| PROFESSIONAL ASSOCIATION FEES | $12,100 | $0 | $12,100 |
| OTHER EXPENSES | $7,992 | $0 | $7,992 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Trust Income | Desc |
| Revenue And Expenses Per Books | $7,042,685 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $7,042,685 | AdjustedNetIncomeAmt |