COTSEN FOUNDATION FOR THE ART OF TEACHING: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COTSEN FOUNDATION FOR THE ART OF TEACHING (EIN 95-3953038)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202631329349104528
- 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
- Schedule B
- 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 | 2026-05-12T20:11:39-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953953038 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COTSEN FOUNDATION FOR THE ART | BusinessNameLine1Txt |
| Business Name Line2 | OF TEACHING | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COTS | BusinessNameControlTxt |
| Phone | 3108260504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12100 WILSHIRE BOULEVARD SUITE 520 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAMYAB HASHEMI-NEJAD | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 3108260504 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $289,846,799 | 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 | $1,851,619 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $152,851 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $152,851 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,000,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,373,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,874,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,392,018 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,161,513 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47,238 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$370,218 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,927,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,317,842 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,031,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $178,772 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $796,908 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,842,357 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $98,245 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,713,528 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $731,193 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $60,996 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $651,212 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,027 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,027 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $81,987 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,816 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,462 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $885,362 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $882,162 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $543,469 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $69,168 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $254,272 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $58,172 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $177,990 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $85,947 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $85,947 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,271,597 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,673 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,239,043 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,797,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,329,836 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,700,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,134,895 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,469,098 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,932,607 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,329,836 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,169,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,994,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,988,006 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,012,621 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,685,993 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,685,993 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,250,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $3,250,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,250,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,250,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $295,903 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $257,156 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $257,156 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $143,502,489 | CorporateStockBOYAmt |
| Corporate Stock EOY | $153,205,232 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $153,205,232 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $52,322,779 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $51,998,761 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $51,998,761 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $74,977,872 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $73,653,692 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $73,653,692 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $379,092 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $195,385 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $252,875 | LandBOYAmt |
| Land EOY | $183,707 | LandEOYAmt |
| Land EOYFMV | $183,707 | LandEOYFMVAmt |
| Other Assets BOY | $1,363,089 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,611,758 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,611,758 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $277,978,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $289,846,799 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $289,846,799 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $374,815 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $366,109 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,016,289 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,703,871 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,652,510 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,060,431 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,043,614 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,130,411 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $270,934,514 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $283,716,388 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $270,934,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $283,716,388 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $277,978,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $289,846,799 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $270,934,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,994,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,787,206 | OtherIncreasesAmt |
| Subtotal | $283,716,388 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $283,716,388 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2024-07-01 | 2025-06-30 | $118,392,018 | $109,564,268 | $8,827,750 | $8,827,750 | |
| ACACIA LP | 2018-04-01 | 2024-12-31 | -$13,445 | -$13,445 | D | ||
| BAUPOST VALUE PARTNERS I, LP | 2018-04-01 | 2024-12-31 | $34,807 | $34,807 | D | ||
| BAUPOST VALUE PARTNERS II, LP | 2018-04-01 | 2024-12-31 | $86,148 | $86,148 | D | ||
| KAYNE ANDERSON ENERGY FUND VI, L.P. | 2018-04-01 | 2024-12-31 | -$908,031 | -$908,031 | D | ||
| KAYNE ANDERSON ENERGY FUND VII, L.P. | 2018-04-01 | 2024-12-31 | -$334,377 | -$334,377 | D | ||
| KAYNE ANDERSON MEZZANINE PARTNERS (QP), L.P. | 2018-04-01 | 2024-12-31 | $36,834 | $36,834 | D | ||
| KAYNE ANDERSON REAL ESTATE PARTNERS III LP | 2018-04-01 | 2024-10-11 | -$30,332 | -$30,332 | D | ||
| KAYNE ANDERSON REAL ESTATE PARTNERS IV LP | 2018-04-01 | 2024-12-31 | $62,062 | $62,062 | D | ||
| KA TP V, LP | 2018-04-01 | 2024-12-31 | -$15,060 | -$15,060 | D | ||
| KAYNE CREDIT OPPORTUNITIES FUND, L.P. | 2018-04-01 | 2024-12-31 | $21,817 | $21,817 | D | ||
| KAYNE PARTNERS FUND III, LP | 2018-04-01 | 2024-12-31 | $854,569 | $854,569 | D | ||
| SCULPTOR REAL ESTATE IV PI OFFSHORE LP | 2018-04-01 | 2024-12-31 | $108,411 | $108,411 | D | ||
| DISPOSAL OF PARTNERSHIP INTEREST | 2018-04-01 | 2024-12-31 | -$569,640 | -$569,640 | D |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,161,513 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $166,633 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $166,633 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $166,633 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $165,696 | 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 | $165,696 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $937 | TaxDueAmt |
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 | WWW.COTSEN.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAMYAB HASHEMI-NEJAD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108260504 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12100 WILSHIRE BLVD SUITE 520 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARRY MUNITZ | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | PRESIDENT/CEO | 35.00 | $302,032 | $35,122 | $0 |
| JEROLD HARRIS | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | EXECUTIVE DIRECTOR | 40.00 | $249,918 | $17,117 | $0 |
| KAMYAB HASHEMI-NEJAD | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | CHIEF FINANCIAL OFFICER | 40.00 | $291,990 | $20,975 | $0 |
| JOLIE GODOY | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | CHIEF ADMINISTRATIVE OFFICER | 40.00 | $187,393 | $35,204 | $0 |
| JONATHAN VICTOR | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| STEVEN KOBLIK | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LUCIA LAGUARDA | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| STEVEN LAVINE | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LESLIE LOCKHART | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHARLES STANISH | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JULIE GRAHAM | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | ASSOCIATE DIRECTOR | 40.00 | $176,106 | $34,533 | $0 |
| CINDY BAK | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | ASSISTANT DIRECTOR | 40.00 | $145,600 | $29,707 | $0 |
| ALICIA JACKSON | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | SENIOR PROGRAM OFFIC | 40.00 | $132,771 | $24,851 | $0 |
| ANGELA BAE | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | SENIOR PROGRAM OFFIC | 40.00 | $132,738 | $22,901 | $0 |
| MARIA LAROZA | ||||||||
| 12100 WILSHIRE BOULEVARD NO 520 | LOS ANGELES | CA | 90025 | ACCOUNTING MANAGER | 40.00 | $139,377 | $11,922 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA | |||||
| 2029 CENTURY PARK EAST 39TH FLOOR | LOS ANGELES | CA | 90067 | INVESTMENT ADVISORY | $367,459 |
| GREEN HASSON & JANKS LLP | |||||
| 700 SOUTH FLOWER STREET SUITE 3300 | LOS ANGELES | CA | 90017 | TAX & AUDIT | $81,369 |
| BERKELEY EVERETT | |||||
| 316 PORTER STREET | GLENDALE | CA | 91205 | CONSULTANT | $68,040 |
| REVEYE LLC | |||||
| 784 PUTNAM AVENUE UNIT 2 | BROOKLYN | NY | 11221 | CONSULTANT | $59,000 |
| ANGELA CHAN TURROU | |||||
| 3664 TILDEN AVENUE | LOS ANGELES | CA | 90034 | CONSULTANT | $52,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $196,166,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,394,269 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $73,240,424 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $273,800,922 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $273,800,922 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,107,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $269,693,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,484,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,484,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $166,633 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $703,384 | IncomeTaxAmt |
| Total Tax | $870,017 | TotalTaxAmt |
| Distributable Before Adj | $12,614,678 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,614,678 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,614,678 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,169,415 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,169,415 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,614,678 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $593,085 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $593,085 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,169,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,614,678 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,554,737 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,147,822 | 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 | $2,147,822 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $593,085 | ExcessFromYear1Amt |
| Excess From Current Year | $1,554,737 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| LOS ANGELES UNIFIED SCHOOL DISTRICT | |||||||
| 333 S BEAUDRY AVENUE | LOS ANGELES | CA | 90017 | GOV | MENTOR PROGRAM | $1,647,898 | |
| WALNUT VALLEY UNIFIED SCHOOL DISTRICT | |||||||
| 880 S LEMON AVE | WALNUT | CA | 91789 | GOV | MENTOR PROGRAM | $739,790 | |
| LONG BEACH UNIFIED SCHOOL DISTRICT | |||||||
| 1515 HUGHES WAY | LONG BEACH | CA | 90810 | GOV | MENTOR PROGRAM | $690,999 | |
| NORWALK-LA MIRADA UNIFIED SCHOOL DISTRICT | |||||||
| 12820 PIONEER BLVD | NORWALK | CA | 90650 | GOV | MENTOR PROGRAM | $661,422 | |
| CENTRALIA SCHOOL DISTRICT | |||||||
| 6625 LA PALMA AVE | BUENA PARK | CA | 90620 | GOV | MENTOR PROGRAM | $635,316 | |
| FULLERTON SCHOOL DISTRICT | |||||||
| 1401 WEST VALENCIA DRIVE | FULLERTON | CA | 92833 | GOV | MENTOR PROGRAM | $532,192 | |
| FOUNTAIN VALLEY SCHOOL DISTRICT | |||||||
| 10055 SLATER AVE | FOUNTAIN VALLEY | CA | 92708 | GOV | MENTOR PROGRAM | $500,497 | |
| POMONA UNIFIED SCHOOL DISTRICT | |||||||
| 800 S GAREY AVE | POMONA | CA | 91766 | GOV | MENTOR PROGRAM | $461,178 | |
| BUENA PARK SCHOOL DISTRICT | |||||||
| 6885 ORANGETHORPE AVE | BUENA PARK | CA | 90620 | GOV | MENTOR PROGRAM | $446,580 | |
| SANTA MONICA-MALIBU UNIFIED SCHOOL DISTRICT | |||||||
| 1717 4TH STREET | SANTA MONICA | CA | 90401 | GOV | MENTOR PROGRAM | $390,146 | |
| WISEBURN UNIFIED SCHOOL DISTRICT | |||||||
| 201 N DOUGLAS ST | EL SEGUNDO | CA | 90605 | GOV | MENTOR PROGRAM | $312,804 | |
| WHITTIER CITY SCHOOL DISTRICT | |||||||
| 7211 S WHITTIER AVENUE | WHITTIER | CA | 906021189 | GOV | MENTOR PROGRAM | $299,475 | |
| EAST WHITTIER CITY SCHOOL DISTRICT | |||||||
| 14535 EAST WHITTIER BLVD | WHITTIER | CA | 90605 | GOV | MENTOR PROGRAM | $223,870 | |
| LARCHMONT CHARTER SCHOOL | |||||||
| 606 N LARCHMONT BOULEVARD 202 | LOS ANGELES | CA | 90004 | GOV | MENTOR PROGRAM | $208,607 | |
| TUSTIN UNIFIED SCHOOL DISTRICT | |||||||
| 300 SOUTH C STREET | TUSTIN | CA | 92780 | GOV | MENTOR PROGRAM | $204,315 | |
| GRANTS TO TEACHERS | |||||||
| 12100 WILSHIRE BLVD SUITE 520 | LOS ANGELES | CA | 90025 | I | MENTOR PROGRAM | $162,944 | |
| THE ACME NETWORK | |||||||
| 505 ALTA VISTA AVENUE | SOUTH PASADENA | CA | 91030 | PC | GENERAL SUPPORT | $50,000 | |
| CAAASA | |||||||
| 12155 EL ORO WAY | GRANADA HILLS | CA | 913442307 | PC | SUPPORT THE UNITY BRANCH | $30,000 | |
| SOCIETY FOR AMERICAN ARCHAEOLOGY | |||||||
| 2001 L STREET NW SUITE 500 PMB | WASHINGTON | DC | 20036 | PC | SCHOLARSHIPS | $30,000 | 50621 |
| ISRAEL-AMERICA ACADEMIC EXCHANGE | |||||||
| 8383 WILSHIRE BLVD SUITE 400 | BEVERLY HILLS | CA | 90211 | PC | GENERAL SUPPORT | $20,000 | |
| GABRIELLA CHARTER SCHOOLS | |||||||
| 1435 LOGAN STREET | LOS ANGELES | CA | 90026 | GOV | MENTOR PROGRAM | $16,500 | |
| DANCE AND DIALOGUE | |||||||
| 200 S BARRINGTON AVE | LOS ANGELES | CA | 90049 | PC | GENERAL SUPPORT | $15,000 | |
| THE AMERICAN UNIVERSITY OF ROME | |||||||
| PO BOX 841229 | DALLAS | TX | 752841229 | PC | SCHOLARSHIPS + FUNDRAISING CAMPAIGN | $15,000 | |
| ROWLAND UNIFIED SCHOOL DISTRICT | |||||||
| 1830 NOGALES ST | ROWLAND HEIGHTS | CA | 91748 | GOV | MENTOR PROGRAM | $14,765 | |
| LOS ANGELES REVIEW OF BOOKS | |||||||
| 6671 W SUNSET BLVD SUITE 1521 | LOS ANGELES | CA | 90028 | PC | GENERAL SUPPORT | $12,500 | |
| GO PROJECT INC | |||||||
| 50 COOPER SQUARE 3RD FLOOR | NEW YORK | NY | 10003 | PC | SUMMER TEACHER TRAINING | $12,000 | |
| THE HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | PC | GENERAL SUPPORT | $12,000 | |
| CALIFORNIA COMPETES | |||||||
| 1000 N ALAMEDA ST 240 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $10,000 | |
| CALIFORNIA INSTITUTE OF THE ARTS | |||||||
| 24700 MCBEAN PARKWAY | VALENCIA | CA | 91355 | PC | CAP + REDCAT | $10,000 | |
| DALY HSA INC | |||||||
| 36 ROCKWOOD AVE | PORT WASHINGTON | NY | 11050 | PC | GENERAL SUPPORT | $10,000 | |
| LAUREL LEADERSHIP INSTITUTE | |||||||
| 2200 W CENTURY BLVD 47757 | LOS ANGELES | CA | 90047 | PC | DIVERSITY IN LEADERSHIP INSTITUTE | $10,000 | |
| ROOSEVELT PTA - SANTA MONICA INC | |||||||
| 801 MONTANA AVE | SANTA MONICA | CA | 90403 | GOV | MENTOR PROGRAM | $10,000 | |
| SCRIPPS COLLEGE | |||||||
| 1030 COLUMBIA AVENUE 2009 | CLAREMONT | CA | 91711 | GOV | GENERAL SUPPORT | $10,000 | |
| LOS ALAMITOS UNIFIED SCHOOL DISTRICT | |||||||
| 10293 BLOOMFIELD STREET | LOS ALAMITOS | CA | 907202598 | GOV | MENTOR PROGRAM | $9,800 | |
| DOCTORS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | PC | GENERAL SUPPORT | $8,000 | |
| PORT WASHINGTON UFSD | |||||||
| 100 CAMPUS DRIVE | PORT WASHINGTON | NY | 11050 | PC | SUPPORT FOR JOHN J. DALY ELEMENTARY SCHOOL | $8,000 | |
| TEACH FOR AMERICA | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $6,000 | |
| GOFUNDME | |||||||
| 855 JEFFERSON AVE | REDWOOD CITY | CA | 94063 | I | LA FIREFIGHTERS BREAKFAST FUNDRAISER | $5,000 | |
| PANETTA INSTITUTE FOR PUBLIC POLICY | |||||||
| 100 CAMPUS CENTER BLDG 86E | SEASIDE | CA | 93955 | PC | GENERAL SUPPORT | $5,000 | |
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||
| 329 INNOVATION BLVD SUITE 311 | STATE COLLEGE | PA | 168036606 | GOV | STANISH ENHANCEMENT FUND | $5,000 | |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90024 | PC | MUSIC AND KIDNEY EVENT | $5,000 | |
| UNIVERSITY OF SOUTH FLORIDA FOUNDATION | |||||||
| 4202 E FOWLER AVE ALC 100 | TAMPA | FL | 33620 | GOV | ANTHROPOLOGY OPERATING FUND | $5,000 | |
| PASADENA EDUCATIONAL FOUNDATION | |||||||
| 351 SOUTH HUDSON AVE | PASADENA | CA | 91101 | PC | EATON FIRE RESPONSE | $4,000 | |
| FUNDS FOR THE BIBLIOTECA INC | |||||||
| 220 N ZAPATA HWY SUITE 11 | LAREDO | TX | 780434464 | PC | LITERACY & ART EDUCATION PROGRAMS | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,469,098 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LOS ANGELES UNIFIED SCHOOL DISTRICT | ||||||
| 333 S BEAUDRY AVENUE | LOS ANGELES | CA | 90017 | GOV | MENTOR PROGRAM | $791,904 |
| WALNUT VALLEY UNIFIED SCHOOL DISTRICT | ||||||
| 880 S LEMON AVE | WALNUT | CA | 91789 | GOV | MENTOR PROGRAM | $458,586 |
| SANTA MONICA-MALIBU UNIFIED SCHOOL DISTRICT | ||||||
| 1717 4TH STREET | SANTA MONICA | CA | 90401 | GOV | MENTOR PROGRAM | $398,141 |
| FOUNTAIN VALLEY SCHOOL DISTRICT | ||||||
| 10055 SLATER AVE | FOUNTAIN VALLEY | CA | 92708 | GOV | MENTOR PROGRAM | $315,722 |
| NORWALK-LA MIRADA UNIFIED SCHOOL DISTRICT | ||||||
| 12820 PIONEER BLVD | NORWALK | CA | 90650 | GOV | MENTOR PROGRAM | $315,481 |
| FULLERTON SCHOOL DISTRICT | ||||||
| 1401 WEST VALENCIA DRIVE | FULLERTON | CA | 92833 | GOV | MENTOR PROGRAM | $241,507 |
| GABRIELLA CHARTER SCHOOLS | ||||||
| 1435 LOGAN STREET | LOS ANGELES | CA | 90026 | GOV | MENTOR PROGRAM | $235,309 |
| WISEBURN UNIFIED SCHOOL DISTRICT | ||||||
| 201 N DOUGLAS ST | EL SEGUNDO | CA | 90605 | GOV | MENTOR PROGRAM | $181,809 |
| POMONA UNIFIED SCHOOL DISTRICT | ||||||
| 800 S GAREY AVE | POMONA | CA | 91766 | GOV | MENTOR PROGRAM | $144,610 |
| LONG BEACH UNIFIED SCHOOL DISTRICT | ||||||
| 1515 HUGHES WAY | LONG BEACH | CA | 90810 | GOV | MENTOR PROGRAM | $142,180 |
| CENTRALIA SCHOOL DISTRICT | ||||||
| 6625 LA PALMA AVE | BUENA PARK | CA | 90620 | GOV | MENTOR PROGRAM | $119,854 |
| WHITTIER CITY SCHOOL DISTRICT | ||||||
| 7211 S WHITTIER AVENUE | WHITTIER | CA | 906021189 | GOV | MENTOR PROGRAM | $108,584 |
| BUENA PARK SCHOOL DISTRICT | ||||||
| 6885 ORANGETHORPE AVE | BUENA PARK | CA | 90620 | GOV | MENTOR PROGRAM | $90,657 |
| LARCHMONT CHARTER SCHOOL | ||||||
| 606 N LARCHMONT BOULEVARD 202 | LOS ANGELES | CA | 90004 | GOV | MENTOR PROGRAM | $72,949 |
| EAST WHITTIER CITY SCHOOL DISTRICT | ||||||
| 14535 EAST WHITTIER BLVD | WHITTIER | CA | 90605 | GOV | MENTOR PROGRAM | $68,890 |
| GRANTS TO TEACHERS | ||||||
| 12100 WILSHIRE BLVD SUITE 520 | LOS ANGELES | CA | 90025 | I | MENTOR PROGRAM | $17,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,703,872 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $152,851 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,000,849 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,238 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,874,718 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,075,656 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,075,656 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGIT SPERLING COTSEN TRUST OF 1994 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12100 WILSHIRE BLVD SUITE 520 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,850,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $81,987 | Amt |
| Net Investment Income | $24,816 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,462 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE US AGGREGATE | $12,471,622 | $12,471,622 |
| ALLSPRING CORE BOND MUTUAL FUND | $18,634,423 | $18,634,423 |
| DODGE & COX INCOME FUND | $8,477,192 | $8,477,192 |
| VANGUARD TOTAL BOND MARKET FUND | $9,896,815 | $9,896,815 |
| PIMCO INCOME FUND | $2,518,709 | $2,518,709 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL VALUEFUND | $4,147,649 | $4,147,649 |
| COMM SERVICE SELECT SECTOR SPDR | $1,521,156 | $1,521,156 |
| FIDELITY 500 INDEX FUND | $65,650,594 | $65,650,594 |
| FIDELITY INT'L. INDEX FUND | $18,726,524 | $18,726,524 |
| FINANCIAL SELECT SECTOR SPDR | $3,366,134 | $3,366,134 |
| HEALTH CARE SELECT SECTOR | $1,905,257 | $1,905,257 |
| INDUSTRIAL SELECT SECT SPDR | $1,456,760 | $1,456,760 |
| INVESCO QQQ TRUST | $5,698,441 | $5,698,441 |
| INVESCO S&P 500 EQUAL WEIGHT | $3,017,247 | $3,017,247 |
| ISHARES CORE MSCI EMERGING MKTS | $11,321,358 | $11,321,358 |
| S&P MID-CAP ETF | $4,099,956 | $4,099,956 |
| ISHARES MSCI JAPAN NEW | $5,970,311 | $5,970,311 |
| TECHNOLOGY SELECT SECTOR SPDR | $4,789,339 | $4,789,339 |
| UTILITIES SELECT SECTOR SPDR | $1,341,184 | $1,341,184 |
| VANGUARD FTSE EUROPE ETF | $11,533,395 | $11,533,395 |
| VANGUARD FTSE EMERGING MARKETS | $2,566,084 | $2,566,084 |
| ISHARES COHEN & STEERS REIT | $4,666,202 | $4,666,202 |
| CONSUMER DISCRETIONARY SELECT | $1,427,641 | $1,427,641 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (40 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANTARA CAPITAL OFFSHORE FUND | FMV | $560,173 | $560,173 |
| BLACKROCK EMERGING FRONTIERS FUND | FMV | $2,024,186 | $2,024,186 |
| BREVAN HOWARD FUND LIMITED CLASS I | FMV | $1,949,246 | $1,949,246 |
| GLOBAL ACCESS QUANTITATIVE LTD. | FMV | $2,595,759 | $2,595,759 |
| HIGHBRIDGE TACTICAL CREDIT FUND | FMV | $2,285,546 | $2,285,546 |
| MARINER ATLANTIC, LTD. CLASS N | FMV | $2,141,200 | $2,141,200 |
| REDMILE CAPITAL OFFSHORE FUND, LTD. | FMV | $23,722 | $23,722 |
| SCULPTOR II PRIVATE INV OFFSHORE | FMV | $2,167,623 | $2,167,623 |
| YORK CREDIT OPPORTUNITY | FMV | $42,182 | $42,182 |
| ACACIA PARTNERS, LP | FMV | $1,442 | $1,442 |
| ALTARIS HEALTH INV OFFSHORE, LP | FMV | $3,255,119 | $3,255,119 |
| ASF VIII PRIVATE INV. OFFSHORE | FMV | $4,067,638 | $4,067,638 |
| BLACKSTONE GROWTH I OFFSHORE | FMV | $4,097,999 | $4,097,999 |
| COATUE GROWTH V OFFSHORE FUND | FMV | $3,265,625 | $3,265,625 |
| COATUE GROWTH V-B FEEDER FD LP | FMV | $756,906 | $756,906 |
| BAUPOST VALUE PARTNERS I, LP | FMV | $787,703 | $787,703 |
| BAUPOST VALUE PARTNERS II, LP | FMV | $789,373 | $789,373 |
| EQT INFRASTRUCTURE V OFFSHORE | FMV | $3,167,705 | $3,167,705 |
| GRAIN COMM OPPORTUNITY IV-B, LP | FMV | $756,133 | $756,133 |
| HPS CORE SENIOR OFFSHORE FUND | FMV | $3,224,830 | $3,224,830 |
| HPS OFFSHORE SIP V EUROPE | FMV | $3,667,282 | $3,667,282 |
| INDUSTRY VENTURES SECONDARY X | FMV | $1,727,340 | $1,727,340 |
| KA ENERGY FUND VI, LP | FMV | $57,620 | $57,620 |
| KA ENERGY FUND VII, LP | FMV | $1,782,476 | $1,782,476 |
| KAYNE CREDIT OPPORTUNITIES FUND | FMV | $454,473 | $454,473 |
| KA REAL ESTATE PARTNERS IV, LP | FMV | $2,140,345 | $2,140,345 |
| KAYNE PARTNERS FUND III, LP | FMV | $435,050 | $435,050 |
| KAYNE SENIOR CREDIT II FUND, LP | FMV | $139,864 | $139,864 |
| KEPE SELLING FUND II, L.P. | FMV | $451,572 | $451,572 |
| MIDOCEAN PARTNERS VI, LP | FMV | $2,234,727 | $2,234,727 |
| NEW MOUNTAIN PARTNERS VII, LP | FMV | $986,207 | $986,207 |
| SIXTH STREET LENDING PARTNERS | FMV | $2,562,050 | $2,562,050 |
| STARWOOD DISTRESSED OPPORTUNITY FUND XII | FMV | $2,430,566 | $2,430,566 |
| TPG GP SOLUTIONS (B), LP | FMV | $1,848,406 | $1,848,406 |
| VP DISLOCATION II OFFSHORE, LP | FMV | $3,489,503 | $3,489,503 |
| WARBURG PINCUS GLOBAL GROWTH, LP | FMV | $4,190,548 | $4,190,548 |
| BIP PRIVATE INVESTORS OFFSHORE | FMV | $2,241,936 | $2,241,936 |
| BLACKSTONE REAL ESTATE X, L.P. | FMV | $2,096,421 | $2,096,421 |
| SCULPTOR REAL ESTATE FUND IV | FMV | $1,973,722 | $1,973,722 |
| TAHL PROPP MANHATTAN INV V, LLC | FMV | $783,474 | $783,474 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE AND FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $379,092 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $195,385 | AccumulatedDepreciationAmt |
| Book Value | $183,707 | BookValueAmt |
| EOYFMV | $183,707 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,027 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,027 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $23,215 | $23,215 | $23,215 |
| ACCRUED INCOME | $177,000 | $111,166 | $111,166 |
| OTHER ASSETS | $463,647 | $957,370 | $957,370 |
| NET ROU ASSETS | $699,227 | $520,007 | $520,007 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $49,091 | $11,231 | $34,364 |
| INSURANCE | $33,483 | $7,660 | $23,438 |
| MENTOR & FELLOW TRAINING | $1,145,991 | $0 | $1,145,991 |
| PRINCIPAL WORK | $89,734 | $0 | $89,734 |
| ALUMNI WORK | $434,513 | $0 | $434,513 |
| STRATEGIC INITIATIVES | $231,829 | $0 | $231,829 |
| OFFICE EXPENSES | $4,261 | $1,278 | $2,983 |
| REPAIR & MAINTENANCE | $5,077 | $1,523 | $3,554 |
| PROGRAM DEVELOPMENT | $48,900 | $0 | $48,900 |
| OFFICE EQUIPMENT & FURNISHING | $16,603 | $4,981 | $11,622 |
| PARENT ENGAGEMENT | $74,685 | $0 | $74,685 |
| INQUIRY STIPENDS | $131,300 | $0 | $131,300 |
| DONATIONS | $6,130 | $0 | $6,130 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ACACIA LP | $466 | ||
| BAUPOST VALUE PARTNERS I, LP | $39,551 | ||
| BAUPOST VALUE PARTNERS II, LP | $20,157 | ||
| HPS CORE SENIOR LENDING OFFSHORE FUND II, L.P. | $389,728 | ||
| KA TP V, LP | -$45,951 | ||
| KAYNE ANDERSON ENERGY FUND VI, L.P. | -$105,686 | ||
| KAYNE ANDERSON ENERGY FUND VII, L.P. | -$694,560 | ||
| KAYNE ANDERSON MEZZANINE PARTNERS (QP), L.P. | -$440 | ||
| KAYNE ANDERSON REAL ESTATE PARTNERS III LP | -$1,930 | ||
| KAYNE ANDERSON REAL ESTATE PARTNERS IV LP | -$55,691 | ||
| KAYNE CREDIT OPPORTUNITIES FUND, L.P. | $11,221 | ||
| KAYNE PARTNERS FUND III, LP | -$16,499 | ||
| SCULPTOR REAL ESTATE IV PRIVATE INVESTORS | $40,835 | ||
| KEPE SELLING FUND II, LP | $1,343 | ||
| OTHER INVESTMENT INCOME | $47,238 | $47,238 | $47,238 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $10,787,206 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| INVESTMENT INTEREST PAYABLE | $1,164,741 | $661,983 |
| DEFERRED TAX LIABILITY | $557,818 | $700,772 |
| LEASE LIABILITY | $925,830 | $694,827 |
| FSA LIABILITY | $4,121 | $2,849 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $880,791 | $880,791 | $0 |
| PAYROLL FEES | $4,571 | $1,371 | $3,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE AND UBI TAXES | $279,428 | $0 | $0 |
| STATE TAXES | $65,611 | $0 | $0 |
| FILING FEES | $500 | $0 | $0 |
| DEFERRED AND OTHER TAXES | $197,930 | $0 | $0 |