ANGELL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANGELL FOUNDATION (EIN 01-0789717)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202641359349103679
- Schema version
- 2024v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T15:57:59-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRY S ORETZKY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11150 W OLYMPIC BLVD STE 915 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | 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 | 010789717 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANGELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANGE | BusinessNameControlTxt |
| Phone | 3104759700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11150 W OLYMPIC BLVD 910 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PERRY ORETZKY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104759700 | PhoneNum |
| Signature | 2026-06-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PERRY ORETZKY | PreparerPersonNm |
| PTIN | P01442079 | PTIN |
| Phone | 3104759700 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $165,946,148 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,380,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $842,332 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $842,332 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,192,076 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,192,076 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,486,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,608,318 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,486,046 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,844 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $12,904,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,520,454 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $726,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $197,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $528,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $391,250 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $391,250 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $110,492 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,537 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $95,956 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $90,334 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $45,167 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $45,167 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $659,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $592,843 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $67,872 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $12,591 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $12,591 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $90,503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $89,818 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $685 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $376 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $178,605 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $178,605 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,721 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,721 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $311,908 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $241,534 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70,374 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,584,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,193,990 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,391,130 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,216,022 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,206,522 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,800,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,193,990 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,597,652 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,104,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,326,464 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,919,465 | CashBOYAmt |
| Cash EOY | $16,884,689 | CashEOYAmt |
| Cash EOYFMV | $16,884,689 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $37,407 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $37,407 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $37,407 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,262,159 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,797,444 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,780,670 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $64,561,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,352,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $95,562,975 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,518,832 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,507,749 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,502,279 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $33,715,255 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,959,893 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,483,630 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $125,227 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $125,226 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $376 | LandBOYAmt |
| Land EOY | $1 | LandEOYAmt |
| Land EOYFMV | $1 | LandEOYFMVAmt |
| Other Assets BOY | $1,558,143 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,694,497 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,694,497 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $123,572,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,234,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $165,946,148 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $123,572,702 | RetainedEarningBOYAmt |
| Retained Earning EOY | $127,234,664 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,572,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,234,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,572,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $127,234,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,572,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,104,230 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,895 | OtherIncreasesAmt |
| Subtotal | $127,688,827 | SubtotalAmt |
| Other Decreases | $454,163 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $127,234,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5,000 SHS APPLE INC | P | 2012-11-27 | 2024-08-14 | $1,103,712 | $100,388 | $1,003,324 | $1,003,324 |
| GOLDMAN SACHS CAP GAIN DISTRIB | P | 2024-12-31 | $261,231 | $261,231 | $261,231 | ||
| NET CAP G/L-TIGER GLOBAL VII | P | 2024-12-31 | $28,364 | -$28,364 | -$28,364 | ||
| 4,000 SHS CITIGROUP | P | 2011-01-18 | 2024-11-12 | $276,565 | $200,010 | $76,555 | $76,555 |
| 30,000 SHS DIREXION DAILY SMALL CAP | P | 2025-04-07 | $688,359 | $459,992 | $228,367 | $228,367 | |
| NET CAP G/L-TIGER GLOBAL IX | P | 2024-12-31 | $4,360 | -$4,360 | -$4,360 | ||
| 8,000 SHS BANK OF AMERICA | P | 2010-01-21 | 2024-11-12 | $367,463 | $127,124 | $240,339 | $240,339 |
| 20,000 SHS DIREXION DAILY SMALL CAP | P | 2024-03-21 | 2025-04-07 | $458,906 | $371,880 | $87,026 | $87,026 |
| NET CAP G/L-TIGER GLOBAL X | P | 2024-12-31 | $3,351 | $3,351 | $3,351 | ||
| CAP G/L THRU US BK (7-12/24),SCH 1 | P | 2024-12-31 | $6,154,736 | $4,135,226 | $2,019,510 | $2,019,510 | |
| 11,485 SHS UBER TECH | P | 2021-02-03 | 2025-05-12 | $999,883 | $484,251 | $515,632 | $515,632 |
| NET CAP G/L-TIGER GLOBAL XI | P | 2024-12-31 | $12,303 | $12,303 | $12,303 | ||
| CAP G/L THRU US BK (1-6/25), SCH 2 | P | 2025-06-30 | $6,265,193 | $5,231,252 | $1,033,941 | $1,033,941 | |
| 10,000 SHS VANECK ETF TR GOLD MINERS | P | 2020-09-02 | 2025-05-06 | $503,352 | $385,954 | $117,398 | $117,398 |
| NET CAP G/L-TIGER GLOBAL XII | P | 2024-12-31 | $40,267 | $40,267 | $40,267 | ||
| CAP G/L THRU CNB 2510, SCH 3 | P | 2025-06-30 | $2,111,794 | $1,335,553 | $776,241 | $776,241 | |
| 10,000 SHS ISHARES SILVER TR | P | 2020-09-09 | 2025-05-06 | $301,337 | $249,455 | $51,882 | $51,882 |
| NET CAP G/L-TIGER GLOBAL XIV | P | 2024-12-31 | $12,394 | -$12,394 | -$12,394 | ||
| CAP G/L THRU CNB 4710, SCH 4 | P | 2025-06-30 | $3,981,097 | $4,015,359 | -$34,262 | -$34,262 | |
| PRIN PMT-ISHARES SILVER TR | P | 2025-06-30 | $1,213 | $1,213 | |||
| NET CAP G/L-GMT EXPLORATION | P | 2024-12-31 | $17,739 | $17,739 | $17,739 | ||
| 110,000 FIDELITY TREASURY | P | 2018-02-16 | 2024-07-17 | $110,000 | $110,000 | ||
| NET CAP G/L-IBEX MICROCAP- LAZARUS | P | 2024-12-31 | $187,304 | -$187,304 | -$187,304 | ||
| NET CAP G/L-CYGNUS PROPERTY VI | P | 2024-12-31 | $30,707 | -$30,707 | -$30,707 | ||
| 500,000 FIDELITY TREASURY | P | 2018-02-16 | 2024-09-18 | $500,000 | $500,001 | -$1 | -$1 |
| NET CAP G/L-IBEX MICROCAP-LAZARUS 2 | P | 2024-12-31 | $255,718 | -$255,718 | -$255,718 | ||
| NET CAP G/L-SUBURBAN PROPANE | P | 2024-12-31 | $26 | $26 | $26 | ||
| 220,000 FIDELITY TREASURY | P | 2018-02-16 | 2024-10-29 | $220,000 | $220,000 | ||
| NET CAP G/L-IBEX ISRAEL FD | P | 2024-12-31 | $511,457 | -$511,457 | -$511,457 | ||
| NET CAP G/L-OPPEN ACTIVIST PARTNERS | P | 2024-12-31 | $220,837 | -$220,837 | -$220,837 | ||
| 250,000 FORD MOTOR CREDIT NT | P | 2022-09-12 | 2024-09-20 | $250,000 | $250,000 | ||
| NET CAP G/L-IBEX INV HLD-DAVLYN | P | 2024-12-31 | $15,386 | $15,386 | $15,386 | ||
| NET CAP G/L-IBEX PARTNERS (GLASSBOX) | P | 2024-12-31 | $49,410 | -$49,410 | -$49,410 | ||
| 250,000 GOLDMAN SACHS NOTE | P | 2022-11-07 | 2024-11-12 | $250,000 | $250,000 | ||
| NET CAP G/L-IBEX ISRAEL FD I -DAV | P | 2024-12-31 | $10,510 | -$10,510 | -$10,510 | ||
| 250,000 WELLS FARGO NOTE | P | 2022-10-26 | 2024-10-28 | $250,000 | $250,000 | ||
| NET CAP G/L-IBEX INV HLD II-DAV | P | 2024-12-31 | $88,381 | $88,381 | $88,381 | ||
| 5,000 SHS CUSTOMERS BANCORP PFD | P | 2018-01-25 | 2025-06-16 | $125,000 | $130,778 | -$5,778 | -$5,778 |
| NET CAP G/L-IBEX ISRAEL FD-DAV | P | 2024-12-31 | $2,775 | -$2,775 | -$2,775 | ||
| OPPENHEIMER 1731 CAP GAIN DISTRIBTN | P | 2024-12-31 | $217,199 | $217,199 | $217,199 | ||
| NET CAP G/L-TIGER GLOBAL V | P | 2024-12-31 | $33,825 | $33,825 | $33,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,486,046 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101,838 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $101,838 | SubtotalAmt |
| Tax Based On Investment Income | $101,838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,698 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $159,698 | TotalPaymentsAndCreditsAmt |
| Overpayment | $57,860 | OverpaymentAmt |
| Applied To ES Tax | $57,860 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | ANGELLFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PERRY ORETZKY | IndividualWithBooksNm |
| Phone | 3104759700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11150 W OLYMPIC BLVD STE 915 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| PERRY ORETZKY | ||||||||
| 11150 W OLYMPIC BLVD 915 | LOS ANGELES | CA | 90064 | PRESIDENT | 40.00 | $395,000 | $12,280 | $0 |
| ANGELL ROBERSON DANIELS | ||||||||
| 11150 W OLYMPIC BLVD 910 | LOS ANGELES | CA | 90064 | VICE PRESIDE | 50.00 | $331,000 | $9,281 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBIAR INVESTORS | |||||
| 200 COLUMBINE ST 800 | DENVER | CO | 80206 | INVESTMENT SERV | $232,649 |
| VOYAGER MGMT LLC | |||||
| 11111 SANTA MONICA BLVD 1800 | SANTA MONICA | CA | 90025 | INVESTMENT SERV | $188,036 |
| ARISTOTLE CAPITAL MGMT | |||||
| 11111 SANTA MONICA BLVD 1700 | SANTA MONICA | CA | 90025 | INVESTMENT SERV | $105,383 |
| HYATT GIDLOW & CO CPAS | |||||
| 415 21ST STREET | HUNTINGTON BEACH | CA | 92648 | CPA SERVICES | $78,694 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $141,839,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,882,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,658,788 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $160,380,461 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $160,380,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,405,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $157,974,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,898,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,898,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101,838 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101,838 | TotalTaxAmt |
| Distributable Before Adj | $7,796,900 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,796,900 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,796,900 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,597,652 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,597,652 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,796,900 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $317,470 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $882,663 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $356,465 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,556,598 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,597,652 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,597,652 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $199,248 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $199,248 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,357,350 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $118,222 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,239,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $882,663 | ExcessFromYear2Amt |
| Excess From Year1 | $356,465 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| A TINY HOME FOR GOOD | |||||||||
| 1222 SOUTH AVE | SYRACUSE | NY | 13207 | NONE | PC | HELP HOMELESS PEOPLE | $5,000 | ||
| ARTS UP LA | |||||||||
| 11777 SAN VICENTE STE 502 | LOS ANGELES | CA | 90049 | NONE | PC | SERVICE ARTISTS W/ DISABILITIES, VA | $2,500 | ||
| ALMA BACKYARD FARMS | |||||||||
| 453 N ALMA AVE | LOS ANGELES | CA | 90063 | NONE | PC | FOOD EQUITY | $100,000 | ||
| ASIAN AMERICANS ADVANCING JUSTICE | |||||||||
| 1145 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PC | JUSTICE | $10,000 | SOUTHERN CALIFORNIA | |
| ASSOC OF BLACK FDN EXCUTIVES | |||||||||
| 42 BROADWAY 20TH FL | NEW YORK | NY | 10004 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $5,000 | ||
| BARNSTABLE POLICE K-9 FD | |||||||||
| P O BOX B | HYANNIS | MA | 02601 | NONE | PC | SERVICE DOG TRAINING | $8,000 | ||
| BLUEPATH SERVICE DOGS INC | |||||||||
| 71 E MAIN ST PO BOX 328 | WAPPINGERS FALLS | NY | 12590 | NONE | PC | BLIND | $2,500 | ||
| BROTHERHOOD CRUSADE | |||||||||
| 200 E SLAUSON AVE | LOS ANGELES | CA | 90011 | NONE | PC | COMMUNITY SUPPORT | $5,000 | ||
| BOURNE EDUCATION FDN | |||||||||
| PO BOX3144 | BOURNE | MA | 02532 | NONE | PC | EDUCATION AS OPPORTUNITY | $1,500 | ||
| BOYS & GIRLS CLUB OF GREATER | |||||||||
| 3 GEREMONTY DRIVE | SALEM | NH | 03079 | NONE | PC | YOUTH | $9,500 | LOS ANGELES | |
| BRADY SOCIAL ENTERPRISES | |||||||||
| 404 SOUTH AVE | SYRACUSE | NY | 13204 | NONE | PC | FOOD MARKET | $4,500 | ||
| CENTER FOR NONPROFIT MANAGEMENT | |||||||||
| 1000 N ALAMEDA ST 250 | LOS ANGELES | CA | 90012 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $10,000 | ||
| CHILDREN YOUTH AND FAMILY | |||||||||
| 1200 W 37TH PLACE | LOS ANGELES | CA | 90007 | NONE | PC | YOUTH | $2,500 | COLLABORATIVE | |
| CLEAR PATH FOR VETERANS | |||||||||
| 1223 SALT SPRINGS RD | CHITTENANGO | NY | 13037 | NONE | PC | VETERAN SUPPORT | $3,500 | ||
| DORCAS INTERNATIONAL | |||||||||
| 220 ELMWOOD AVE | PROVIDENCE | RI | 02907 | NONE | PC | CULTURAL CENTER | $3,000 | ||
| DUTCHESS COUNTY PRIDE CENTER | |||||||||
| 1085 STATE ROUTE 55 BOX | LA GRANGEVILLE | NY | 12540 | NONE | PC | COMMUNITY SERVICES | $2,000 | 401 | |
| ELDREDGE PUBLIC LIBRARY | |||||||||
| 564 MAIN ST | CHATHAM | MA | 02633 | NONE | PC | EDUCATION AS OPPORTUNITY | $5,000 | ||
| FOOD FOR FREE | |||||||||
| 59 INNER BELT ROAD | SOMERVILLE | MA | 02143 | NONE | PC | FOOD EQUITY | $2,500 | ||
| FDN FOR CA COMMUNITY COLLEGES | |||||||||
| P O BOX 744586 | LOS ANGELES | CA | 90074 | NONE | PC | EDUCATION AS OPPORTUNITY | $25,000 | ||
| FRIENDS OF KAREN | |||||||||
| 118 TITICUS ROAD | NORTH SALEM | NY | 10560 | NONE | PC | YOUTH | $10,000 | ||
| GWS US FOUNDATION | |||||||||
| 1258 EAGLE ROAD | NEW HOPE | PA | 18938 | NONE | PC | EDUCATION AS OPPORTUNITY | $1,500 | ||
| GUILDING EYES FOR THE BLIND | |||||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | TRAINING SERVICE DOGS | $3,500 | ||
| HARWICH CONSERVATION TRUST | |||||||||
| PO BOX 101 | SOUTH HARWICH | MA | 02661 | NONE | PC | SAVE LAND | $5,000 | ||
| HERO PUPS | |||||||||
| 20 PORTSMOUTH AVE 127 | STRATHAM | NH | 03885 | NONE | PC | TRAINING SERVICE DOGS | $7,000 | ||
| HOMEBOY INDUSTRIES | |||||||||
| 130 WEST BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | YOUTH | $10,000 | ||
| HUMANE CNY | |||||||||
| 4915 W TAFT RD | LIVERPOOL | NY | 13088 | NONE | PC | ANIMAL SHELTER | $1,000 | ||
| INSTITUTE FOR NONPROFIT PRACTICE | |||||||||
| 980 WASHINGTON ST STE 11 | DEDHAM | MA | 02026 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $5,000 | ||
| JAPANESE AMERICAN NATIONAL MSEUM | |||||||||
| 100 N CENTRAL AVE | LOS ANGELES | CA | 90012 | NONE | PC | EDUCATION AS OPPORTUNITY | $3,000 | ||
| COMMUNITY PARTNERSLAS FOTOS PROJ | |||||||||
| 2210 E CESAR E CHAVEZ AVE | LOS ANGELES | CA | 90033 | NONE | PC | COMMUNITY SERVICES | $7,500 | ||
| LIBERTY HILL FOUNDATION | |||||||||
| 6420 WILSHIRE BLVD 700 | LOS ANGELES | CA | 90048 | NONE | PC | JUSTICE | $5,000 | ||
| PEAR | |||||||||
| 338 NW 6TH AVE | PORTLAND | OR | 97209 | NONE | PC | YOUTH | $9,500 | ||
| PICO UNION PROJECT | |||||||||
| 1153 VALENCIA ST | LOS ANGELES | CA | 90015 | NONE | PC | CULTURAL CENTER | $3,000 | ||
| PLANNED PARENTHOOD LOS ANGELES | |||||||||
| 400 W 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | WOMENS HEALTH | $15,000 | ||
| POLO'S PANTRY | |||||||||
| 4308 BURNS AVE | BURBANK | CA | 90029 | NONE | PC | FOOD EQUITY | $2,500 | ||
| PROJECT FREEDOM RIDE | |||||||||
| PO BOX 624 | EVANS | GA | 30809 | NONE | PC | VOTER REGISTRATION | $3,500 | ||
| REACH OUT AND READ ALABAMA | |||||||||
| 19 S JACKSON ST | MONTGOMERY | AL | 36104 | NONE | PC | EDUCATION AS OPPORTUNITY | $5,000 | ||
| REWORK RICHMOND | |||||||||
| 2123 FAIRMOUNT AVE | RICHMOND | VA | 23223 | NONE | PC | JOB DEVELOPMENT | $4,000 | ||
| SELMA DALLAS COUNTY PUBLIC LIBRARY | |||||||||
| 1103 SELMA AVE | SELMA | AL | 36701 | NONE | PC | EDUCATION AS OPPORTUNITY | $5,000 | ||
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||||
| 1000 N ALAMEDA ST 230 | LOS ANGELES | CA | 90012 | NONE | PC | CONFERENCE & PROJECTS | $8,022 | ||
| SUSTAINABLE AGRICULTURE & FOOD SYS | |||||||||
| 133 E DE LA GUERRA ST 33 | SANTA BARBARA | CA | 93101 | NONE | PC | FOOD EQUITY | $7,500 | ||
| TEMPLE ISAIAH | |||||||||
| 10345 W PICO BLVD | LOS ANGELES | CA | 90064 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $5,000 | ||
| THE ART EFFECT | |||||||||
| 45 PERSHING AVE | POUGHKEEPSIE | NY | 12601 | NONE | PC | YOUTH ART PROGRAM | $1,500 | ||
| THE DINNER PARTY | |||||||||
| PO BOX 614 | SWAMPSCOTT | MA | 01907 | NONE | PC | FOOD EQUITY | $3,000 | ||
| THE FAMILY PANTRY-DAMIEN'S PLACE | |||||||||
| 3065 CRANBERRY HIGHWAY | EAST WAREHAM | MA | 02538 | NONE | PC | FOOD EQUITY | $3,500 | ||
| THE SHEPHERD'S PANTRY | |||||||||
| 1 CHURCH RD | WINDHAM | NH | 03087 | NONE | PC | FOOD EQUITY | $3,000 | ||
| THEODORE PAYNE FDN FOR WILD FLOWERS | |||||||||
| 10459 TUXFORD ST | SUN VALLEY | CA | 91352 | NONE | PC | HARTICULTURE | $6,000 | AND NATIVE PLANTS | |
| TIYYA FOUNDATION | |||||||||
| 505 N TUSTIN AVE STE 280 | SANTA ANA | CA | 92705 | NONE | PC | PEOPLE IN NEED | $3,000 | ||
| URBAN FARMING INSTITUTE | |||||||||
| 487 NORFOLK ST | MATTAPAN | MA | 02126 | NONE | PC | FOOD EQUITY | $150,000 | ||
| THE AFRICAN AMERICAN BOARD LEADERSH | |||||||||
| 1000 N ALAMEDA ST 240 | LOS ANGELES | CA | 90012 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $25,000 | INSTITUTE | |
| THE HOME FOR LITTLE WANDERERS | |||||||||
| 72-74 E DEDHAM STREET | BOSTON | MA | 02118 | NONE | PC | PEOPLE IN NEED | $2,500 | ||
| FOUNDATION FOR LOUISIANA | |||||||||
| 2022 ST BERNARD AVE 122B | NEW ORLEANS | LA | 70116 | NONE | PC | COMMUNITY SERVICES | $75,000 | VOICE VISION VALUE | |
| WALKGOOD INC | |||||||||
| 5042 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | JUSTICE | $3,000 | ||
| WOMEN CROSS DMZ | |||||||||
| 263 WINDSOR PLACE 411 | BROOKLYN | NY | 11218 | NONE | PC | PEACE IN KOREA | $5,000 | ||
| WORLD CENTRAL KITCHEN | |||||||||
| P O BOX 96538 | WASHINGTON | DC | 20090 | NONE | PC | FOOD EQUITY | $5,000 | ||
| ABOUT FRESH - FRESH TRUCK | |||||||||
| 57 MAGAZINE ST | BOSTON | MA | 02119 | NONE | PC | FOOD EQUITY | $100,000 | ||
| ALLIANCE FOR CHILDREN'S RIGHT | |||||||||
| 4525 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | EDUCATION AS OPPORTUNITY | $200,000 | ||
| ANTI-RECIDIVISM COALITION | |||||||||
| 1320 EAST 7TH ST 260 | LOS ANGELES | CA | 90021 | NONE | PC | EDUCATION AS OPPORTUNITY | $100,000 | ||
| COLLEGE VISIONS | |||||||||
| 180 WESTMINSTER ST | LONG BEACH | CA | 90815 | NONE | PC | EDUCATION AS OPPORTUNITY | $40,000 | ||
| CORO SOUTHERN CALIFORNIA | |||||||||
| 1000 N ALAMEDA ST 240 | LOS ANGELES | CA | 90012 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $100,000 | ||
| FIRST STAR INC | |||||||||
| 2049 CENTURY PARK EAST | LOS ANGELES | CA | 90067 | NONE | PC | EDUCATION AS OPPORTUNITY | $105,000 | SUITE 4320 | |
| CAMPAIGN FOR COLLEGE OPPORTUNITY | |||||||||
| 1149 HILL ST 925 | BOSTON | MA | 02109 | NONE | PC | EDUCATION AS OPPORTUNITY | $200,000 | ||
| COLLEGE ACCESS PLAN | |||||||||
| 871 E WASHINGTON BL 207 | PROVIDENCE | RI | 02903 | NONE | PC | EDUCATION AS OPPORTUNITY | $150,000 | ||
| EDTRUST-WEST | |||||||||
| 580 2ND ST 200 | OAKLAND | CA | 94607 | NONE | PC | EDUCATION AS OPPORTUNITY | $100,000 | ||
| FOURISH AGENDA | |||||||||
| 1714 FRANKLIN ST 100-321 | OAKLAND | CA | 94612 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $100,000 | ||
| HEART OF LOS ANGELES | |||||||||
| 2701 WILSHIRE BLVD | LOS ANGELES | CA | 90067 | NONE | PC | EDUCATION AS OPPORTUNITY | $200,000 | ||
| READY TO SUCCEED | |||||||||
| 1514 17TH STREET | SAN FRANCISCO | CA | 94104 | NONE | PC | EDUCATION AS OPPORTUNITY | $150,000 | ||
| RESILIENT CODERS | |||||||||
| 1 BROADWAY | CHAPEL HILL | NC | 27517 | NONE | PC | EDUCATION AS OPPORTUNITY | $60,000 | ||
| LEADERS UP | |||||||||
| P O BOX 862190 | PASADENA | CA | 91105 | NONE | PC | EDUCATION AS OPPORTUNITY | $250,000 | ||
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | SPECIAL PROJECTS | $125,000 | ||
| COMMUNITY PARTNERSLA FOOD POLICY | |||||||||
| 305 E 1ST ST | LOS ANGELES | CA | 90012 | NONE | PC | FOOD EQUITY | $135,000 | COUNCIL | |
| RHODE ISLAND FOOD POLICY COUNCIL | |||||||||
| 10 DAVOL SQUARE | PROVIDENCE | RI | 02903 | NONE | PC | FOOD EQUITY | $150,000 | ||
| SHARE OUR STRENGTH | |||||||||
| 1030 15TH ST NW 1100W | WASHINGTON | DC | 20005 | NONE | PC | FOOD EQUITY | $125,000 | ||
| SOCIAL JUSTICE LEARNING INSTITUTE | |||||||||
| 600 CENTINELA AVE | INGLEWOOD | CA | 90302 | NONE | PC | FOOD EQUITY | $100,000 | ||
| TRUSTEES OF TUFTS UNIVERSITY | |||||||||
| 136 HARRISON AVE | BOSTON | MA | 02111 | NONE | PC | FOOD EQUITY | $100,000 | ||
| SOUTHERN CA GRANTMAKERS | |||||||||
| 1000 N ALAMEDA ST 230 | LOS ANGELES | CA | 90012 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $225,000 | ||
| VERMONT SUSTAINABLE JOBS FUND INC | |||||||||
| 3 PITKIN COURT 301E | MONTPELIER | VT | 05602 | NONE | PC | FOOD EQUITY | $50,000 | ||
| NEO PHILANTHROPY | |||||||||
| 1001 AVE OF THE AMERICAS | NEW YORK | NY | 10018 | NONE | PC | SPECIAL PROJECTS | $250,000 | STATE INFRASTRUCTURE FUND | 12TH FLOOR |
| SOUTHERN CA GRANTMAKERS | |||||||||
| 1000 N ALAMEDA ST 230 | LOS ANGELES | CA | 90012 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $150,000 | BLACK EQUITY COLLECTIVE | |
| BOLD (BALCK ORGANIZING FOR | |||||||||
| PO BOX 1202 | HAWKINSVILLE | GA | 31036 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $75,000 | LEADERSHIP AND DIGNITY) | |
| BOSTON WOMEN'S FUND | |||||||||
| 678 MASS AVE 700 | CAMBRIDGE | MA | 02139 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $100,000 | ||
| EARTH ISLAND INSTITUTE | |||||||||
| 2150 ALLISTON WAY STE 410 | BERKELEY | CA | 94704 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $150,000 | CASTANEA FELLOWSHIP | |
| COMMUNITY COALITION LA | |||||||||
| 8101 S VERMONT AVE | LOS ANGELES | CA | 90044 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $75,000 | ||
| SAN DIEGO FOOD SYSTEM ALLIANCE | |||||||||
| P O BOX 3185 | SAN DIEGO | CA | 92163 | NONE | PC | FOOD EQUITY | $100,000 | ||
| SEE-LA DBA FOOD ACCESS LA | |||||||||
| 1231 N SPRING ST C-102 | LOS ANGELES | CA | 90012 | NONE | PC | FOOD EQUITY | $75,000 | ||
| THE BARACK OBAMA FOUNDATION | |||||||||
| 5235 S HARPER COURT 1140 | CHICAGO | IL | 60615 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $100,000 | ||
| THE BOSTON FOUNDATION THE BOSTON | |||||||||
| 75 ARLINGTON ST | SACRAMENTO | CA | 95814 | NONE | PC | EDUCATION AS OPPORTUNITY | $75,000 | OPPORTUNITY AGENDA | |
| NOURISH CA | |||||||||
| 1736 FRANKLIN ST 550 | OAKLAND | CA | 94612 | NONE | PC | FOOD EQUITY | $135,000 | ||
| LIBERTY HILL FOUNDATION | |||||||||
| 6420 WILSHIRE BLVD 700 | LOS ANGELES | CA | 90048 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $100,000 | ||
| NATIONAL GUILD FOR COMMUNITY ARTS | |||||||||
| 520 8TH AVE 302 | NEW YORK | NY | 10018 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $65,000 | EDUCATION | |
| COMMUNITY PARTNERSNEWGROUND | |||||||||
| 1000 N ALAMEDA ST 240 | LOS ANGELES | CA | 90012 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $87,500 | MUSLIM-JEWISH PARTNERSHIP FOR CHANGE | |
| NORTH STAR FUND | |||||||||
| 520 8TH AVE 1800 | NEW YORK | NY | 10018 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $75,000 | ||
| ROCKWOOD LEADERSHIP INSTITUTE | |||||||||
| 548 MARKET ST PMB 47614 | SAN FRANCISCO | CA | 94104 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $250,000 | ||
| SOCIAL JUSTICE PARTNERS LA | |||||||||
| 360 E 2ND ST 800 | LOS ANGELES | CA | 90012 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $75,000 | ||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||
| 3470 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | NONE | PC | FOOD EQUITY | $100,000 | ||
| UNIVERSITY OF SAN DIEGO | |||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $200,000 | HORIZON SCHOLARS | |
| COMMONWEALURBAN COLLABORATIVES | |||||||||
| P O BOX 316 | BOLINAS | CA | 94924 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $150,000 | ||
| WINDCALL INSTITUTE | |||||||||
| 1624 FRANKLIN ST 1022 | OAKLAND | CA | 94612 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $75,000 | ||
| CCF COMMUNITY INITIATIVES FUND | |||||||||
| 211 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | NONE | PC | COMMUNITY SERVICE | $5,000 | ||
| CROSS MOVEMENT LEGACY INITIATIVE | |||||||||
| 3100 SE 21ST AVE | PORTLAND | OR | 97202 | NONE | PC | JUSTICE | $10,000 | ||
| FRIENDS OF FOSTER CHILDREN | |||||||||
| P O BOX 1105 | ARCADIA | CA | 91077 | NONE | PC | COMMUNITY SERVICE | $3,000 | ||
| FULFILLMENT FUND | |||||||||
| 6100 WILSHIRE BLVD 600 | LOS ANGELES | CA | 90048 | NONE | PC | COMMUNITY SERVICE | $25,000 | ||
| FUTURE CHEFS | |||||||||
| 305 BLUE HILL AVE | BOSTON | MA | 02121 | NONE | PC | EDUCATION AS OPPORTUNITY | $10,000 | ||
| HEBREW UNION COLLEGE-JIR | |||||||||
| 3077 UNIVERSITY AVE | LOS ANGELES | CA | 90007 | NONE | PC | EDUCATION AS OPPORTUNITY | $10,000 | ||
| HOLLYWOOD FOOD COALITION | |||||||||
| P O BOX 480157 | LOS ANGELES | CA | 90048 | NONE | PC | FOOD EQUITY | $2,500 | ||
| INT'L DOCUMENTARY ASSOC | |||||||||
| 3600 WILSHIRE BLVD 1810 | LOS ANGELES | CA | 90010 | NONE | PC | EQUCATION AS OPPORTUNITY | $2,500 | ||
| JEWISH FAMILY SERVICE OF LA | |||||||||
| 330 N FAIRFAX AVE | LOS ANGELES | CA | 90010 | NONE | PC | COMMUNITY SERVICE | $30,000 | ||
| JEWISH FREE LOAN ASSOCIATION | |||||||||
| 330 N FAIRFAX AVE | LOS ANGELES | CA | 90010 | NONE | PC | PEOPLE IN NEED | $30,000 | ||
| KOREATOWN YOUTH & COMMUNITY | |||||||||
| 3727 W 6TH ST 300 | LOS ANGELES | CA | 90020 | NONE | PC | COMMUNITY SERVICE | $2,500 | CENTER | |
| LOS ANGELES COMMUNITY GARDEN | |||||||||
| 1110 N VIRGIL AVE 381 | LOS ANGELES | CA | 90029 | NONE | PC | COMMUNITY SERVICE | $5,000 | COUNCIL | |
| MEET EACH NEED WITH DIGNITY | |||||||||
| 10641 N SAN FERNANDO RD | PACOIMA | CA | 91331 | NONE | PC | COMMUNITY SERVICE | $5,000 | ||
| MIKE MCNEIL ORGANIZATION | |||||||||
| 25 LONGWOOD AVE | LONDONDERRY | NH | 03053 | NONE | PN | COMMUNITY SERVICE | $3,500 | ||
| NEW LEAF ON LIFE | |||||||||
| 3870 CRENSHAW BLVD 212 | LOS ANGELES | CA | 90008 | NONE | PC | HELP PEOPLE WITH DISABILITIES | $5,000 | ||
| PROYECTO PASTORAL | |||||||||
| 135 N MISSION RD | LOS ANGELES | CA | 90033 | NONE | PC | NEIGHBORHOOD EDUCATION & LEADERSHIP | $2,500 | ||
| SAFE PLACE FOR YOUTH | |||||||||
| 578 WASHINGTON BLVD 398 | MARINA DEL REY | CA | 90292 | NONE | PC | YOUTH PROGRAM | $2,500 | ||
| SOCIAL JUSTICE LEARNING INSTITUTE | |||||||||
| 600 CENTINELA AVE | INGLEWOOD | CA | 90302 | NONE | PC | JUSTICE | $5,000 | ||
| ST JOSEPH CENTER | |||||||||
| 204 HAMPTON DR | VENICE | CA | 90291 | NONE | PC | SOCIAL SERVICE | $5,000 | ||
| SUPPORT WORKS HOUSING | |||||||||
| 1900 COOL LANE STE B | RICHMOND | VA | 23223 | NONE | PC | HELP HOMELESS PEOPLE | $5,500 | ||
| BEND THE ARC A JEWISH PTRSHIP | |||||||||
| 330 SEVENTH AVE 19 FL | NEW YORK | NY | 10001 | NONE | PC | TRANSFORMATIONAL LEADERSHIP | $100,000 | FOR JUSTICE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,216,022 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $842,332 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,192,076 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,486,046 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (13 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| MISC INCOME | $3,844 | ||
| K-1 GMT EXPLORATION | 211100 | -$131,316 | |
| K-1 TIGER GOLBAL PIP XI | 523000 | -$4,377 | |
| K-1 TIGER GOLBAL PIP XII | 523000 | -$10,956 | |
| K-1 ASH V4 LLC | 236000 | -$128,346 | |
| K-1 OAKTREE CAPITAL SERIES | 523000 | $268 | |
| K-1 SRSC LOTS LLC | 236000 | -$95,056 | |
| K-1 SUBURBAN PROPANE | 211100 | $3,683 | |
| K-1 OAKTREE CAPITAL SERIES | 523000 | $265 | |
| K-1 ASH DIGITAL V 2 | 211100 | -$14,040 | |
| VAR PRTNRSHP LOSS, SEE SCH | -$240,366 | ||
| MOVE TO FORM 990-T | $379,875 | ||
| MOVE TO OTHER EXP, LINE23 | $240,366 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$379,875 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $8,904,173 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,524,298 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | SUPPORT GRANT MAKING BY PROVIDING INVESTMENT INCOME |
| 4 | SUPPORT GRANT MAKING BY PROVIDING INVESTMENT INCOME |
| 8 | SUPPORT GRANT MAKING BY PROVIDING INVESTMENT INCOME |
| 11B | SUPPORT GRANT MAKING BY PROVIDING INVESTMENT INCOME |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $90,334 | Amt |
| Net Investment Income | $45,167 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,167 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE | 2006-06-29 | $785 | $785 | S/L | 7.0000 | |
| FURNITURE | 2006-07-25 | $1,553 | $1,553 | S/L | 7.0000 | |
| FURNITURE | 2006-10-18 | $325 | $325 | S/L | 7.0000 | |
| FURNITURE | 2006-10-18 | $460 | $460 | S/L | 7.0000 | |
| TELEPHONE | 2006-09-05 | $6,533 | $6,533 | S/L | 5.0000 | |
| PROJECTOR | 2009-12-21 | $549 | $549 | S/L | 7.0000 | |
| SHREDDER | 2010-01-21 | $511 | $511 | S/L | 7.0000 | |
| DESKS (2) | 2009-12-05 | $1,612 | $1,612 | S/L | 7.0000 | |
| CONF TABLE | 2009-12-05 | $1,097 | $1,097 | S/L | 7.0000 | |
| DONF TABLE CHAIRS | 2009-12-05 | $2,616 | $2,616 | S/L | 7.0000 | |
| CHAIRS RECEPT | 2010-02-23 | $1,605 | $1,605 | S/L | 7.0000 | |
| FRAMING | 2010-05-07 | $1,017 | $1,017 | S/L | 7.0000 | |
| SCANNER | 2013-07-02 | $839 | $839 | S/L | 5.0000 | |
| OFFICE FURNISHINGS | 2015-01-01 | $56,636 | $56,636 | S/L | 5.0000 | |
| OFFICE FURNISHINGS | 2016-04-25 | $2,412 | $2,412 | S/L | 5.0000 | |
| OFFICE EQUIPMENT | 2016-02-19 | $2,540 | $2,540 | S/L | 5.0000 | |
| OFFICE EQUIPMENT | 2016-04-19 | $754 | $754 | S/L | 5.0000 | |
| COMPUTER SOFTWARE | 2015-12-11 | $17,000 | $17,000 | S/L | 3.0000 | |
| COMPUTER SOFTWARE | 2016-11-22 | $3,000 | $3,000 | S/L | 3.0000 | |
| COMPUTER EQUIPMENT | 2017-09-29 | $699 | $699 | S/L | 3.0000 | |
| WEB DESIGN | 2018-06-29 | $20,425 | $20,425 | S/L | 3.0000 | |
| COMPUTER EQUIPMENT | 2021-11-15 | $2,261 | $1,885 | S/L | 3.0000 | $376 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,507,749 | EOYBookValueAmt |
| EOYFMV | $2,502,279 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE EQUITIES | StockNm |
| EOY Book Value | $67,352,984 | EOYBookValueAmt |
| EOYFMV | $95,562,975 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,797,444 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,780,670 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE ENTITIES | AT COST | $1,512,331 | $2,276,170 |
| OIL AND GAS | AT COST | $1,958,328 | $2,825,562 |
| PRIVATE PLACEMENTS | AT COST | $25,489,234 | $34,381,898 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT & FURNITURE | CategoryOrItemTxt |
| Cost Or Other Basis | $125,227 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $125,226 | AccumulatedDepreciationAmt |
| Book Value | $1 | BookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $14,390 | $15,022 | $15,022 |
| LIFE INSURANCE CSV | $1,463,687 | $1,601,134 | $1,601,134 |
| ARTWORK | $50,968 | $50,968 | $50,968 |
| MISC | $29,098 | $27,373 | $27,373 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIPS NON-DED LOSSES | $41,765 |
| FORM 990-T LOSSES | $379,875 |
| PENALTIES | $32,523 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSES | $17,329 | $17,329 | |
| PARKING | $9,240 | $8,316 | $924 |
| PARTNERSHIP LOSS | $240,366 | $240,366 | |
| DUES & SUBSCRIPTIONS | $33,781 | $33,781 | |
| INSURANCE | $2,442 | $2,198 | $244 |
| PROF DEVELOPMENT | $8,750 | $8,750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MISC INCOME | $3,844 | $3,844 |
| K-1 GMT EXPLORATION | -$131,316 | -$131,316 |
| K-1 TIGER GOLBAL PIP XI | -$4,377 | -$4,377 |
| K-1 TIGER GOLBAL PIP XII | -$10,956 | -$10,956 |
| K-1 ASH V4 LLC | -$128,346 | -$128,346 |
| K-1 OAKTREE CAPITAL SERIES A | $268 | $268 |
| K-1 SRSC LOTS LLC | -$95,056 | -$95,056 |
| K-1 SUBURBAN PROPANE | $3,683 | $3,683 |
| K-1 OAKTREE CAPITAL SERIES B | $265 | $265 |
| K-1 ASH DIGITAL V 2 | -$14,040 | -$14,040 |
| VAR PRTNRSHP LOSS, SEE SCH | -$240,366 | -$240,366 |
| MOVE TO FORM 990-T | $379,875 | $379,875 |
| MOVE TO OTHER EXP, LINE23 | $240,366 | $240,366 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE NT INCOME | Desc |
| Amt | $11,895 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERS' FEES | $591,492 | $591,492 | |
| CONSULTING FEES | $37,250 | $37,250 | |
| COMPUTER FEES | $17,018 | $17,018 | |
| PAYROLL PROCESSING FEES | $13,506 | $1,351 | $13,604 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES W/H ON DIV/PTRSHIP | $82,341 | $82,341 | |
| PROPERTY TAX & MISC FILING FEES | $685 | $685 | |
| NET EXCISE TAXES | $7,477 | $7,477 |
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