THE DAVID WILLIAM UPHAM FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID WILLIAM UPHAM FOUNDATION (EIN 95-4652179)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-20
- IRS object ID
- 202602019349100230
- Schema version
- 2025v4.2
- 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
- General Explanation Attachment
- Investments Other Schedule2
- 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 | 2026-07-20T16:57:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954653786 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROUND CONTROL BUSINESS MANAGEMENT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PK E 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954652179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID WILLIAM UPHAM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 3103156200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A HARABEDIAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3103156200 | PhoneNum |
| Signature | 2026-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLEN FREIMAN | PreparerPersonNm |
| PTIN | P00167269 | PTIN |
| Phone | 3103156200 | PhoneNum |
| Preparation | 2026-07-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,233,647 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $82,336 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82,336 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $82,336 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,106,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,106,472 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,106,472 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,442,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,950,420 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,442,297 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $312 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $312 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $312 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,631,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,631,417 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,189,120 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $368,900 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $92,225 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $276,675 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $101,790 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,448 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $76,342 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $18,189 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $18,189 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $129,891 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,151 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,123 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $724,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $592,066 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $132,228 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,371,064 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $751,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $509,368 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,575,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,575,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,946,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $751,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,084,368 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$314,647 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,880,338 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,189,120 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$30,383 | CashBOYAmt |
| Cash EOY | $7,219 | CashEOYAmt |
| Cash EOYFMV | $7,219 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,329 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,640 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,640 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $83,295,407 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $96,133,788 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,133,788 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $83,306,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,233,647 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,233,647 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $83,306,353 | RetainedEarningBOYAmt |
| Retained Earning EOY | $96,233,647 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,306,353 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,233,647 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,306,353 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,233,647 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,306,353 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$314,647 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,241,941 | OtherIncreasesAmt |
| Subtotal | $96,233,647 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,233,647 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| AIMCO OP - K-1 | P | $1,264 | -$1,264 | -$1,264 | |||
| AIMCO OP - SEC 1231 - K-1 | P | $4,922 | $4,922 | $4,922 | |||
| APARTMENT INCOME REIT - K-1 | P | $302 | $302 | $302 | |||
| APARTMENT INCOME REIT - SEC 1231 - K-1 | P | $1,090 | $1,090 | $1,090 | |||
| CSCH #2206 - BUILD-A-BEAR | $223,477 | $347,124 | $347,124 | $570,601 | 2024-04-04 | 2025-09-15 | |
| CSCH #2206 - FIVE BELOW | $724,669 | $207,625 | $207,625 | $932,294 | 2022-05-09 | 2025-10-29 | |
| CSCH #2206 - FIVE BELOW | $355,058 | $307,231 | $307,231 | $662,289 | 2020-01-13 | 2025-12-17 | |
| CSCH #2206 - STARBUCKS | $380,690 | $164,276 | $164,276 | $544,966 | 2019-05-23 | 2025-02-04 | |
| CSCH #2206 - T-BILLS | $10,784 | $10,784 | $10,784 | ||||
| JPM #0968 | $1,561,161 | $1,504,302 | $1,504,302 | $3,065,463 | |||
| JPM #0968 - SHORT SALE | $368,142 | -$368,142 | -$368,142 | ||||
| WF #1846 | $2,918,432 | $141,684 | $141,684 | $3,060,116 | |||
| WF #1846 | $852,749 | $477,006 | $477,006 | $1,329,755 | |||
| WF #4283 | $367,563 | -$24,583 | -$24,583 | $342,980 | |||
| WF #4283 | $362,765 | $101,187 | $101,187 | $463,952 | |||
| WF #8451 | $1,391,928 | $100,433 | $100,433 | $1,492,361 | |||
| WF #8451 | $1,885,111 | $303,388 | $303,388 | $2,188,499 | |||
| ENTERPRISE PRODUCTS PARTNERS - SEC 1231 - K-1 | P | $885 | -$885 | -$885 | |||
| ENERGY TRANSFER - K-1 | P | $361 | -$361 | -$361 | |||
| ENERGY TRANSFER - SEC 1231 - K-1 | P | $44 | -$44 | -$44 | |||
| XANTHUS - K-1 | P | $110,389 | -$110,389 | -$110,389 | |||
| XANTHUS - K-1 | P | $276,980 | $276,980 | $276,980 | |||
| XANTHUS - FOREIGN CURRENCY GN/(LS) - K-1 | P | $3,435 | -$3,435 | -$3,435 | |||
| CAPITAL GAINS DIVIDENDS | P | $3,066 | $3,066 | $3,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,442,297 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$253,648 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,937 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,937 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,937 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $73,804 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $123,804 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $69,867 | OverpaymentAmt |
| Applied To ES Tax | $53,940 | AppliedToESTaxAmt |
| Refund | $15,927 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GROUND CONTROL BUSINESS MANAGEMENT | IndividualWithBooksNm |
| Phone | 3103156200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT A HARABEDIAN | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | DIRECTOR | 1.00 | $165,000 | $0 | $0 |
| WILLARD M REISZ | ||||||||
| 3224 DONA EMILIA DRIVE | STUDIO CITY | CA | 91436 | DIRECTOR | 5.00 | $165,000 | $0 | $0 |
| SUSAN E BENDER | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | SECRETARY | 5.00 | $38,900 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEALTHSPIRE TOPCO LP - GCBM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST SUITE 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING, BUSINESS MANAGEMENT AND TAX PREPARATION | ServiceTypeTxt |
| Compensation | $101,790 | CompensationAmt |
| 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 | $86,663,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,299,075 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,013,048 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,013,048 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,335,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,677,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,383,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,383,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,937 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,937 | TotalTaxAmt |
| Distributable Before Adj | $4,329,956 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,329,956 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,329,956 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,084,368 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,084,368 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,329,956 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,728,096 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,084,368 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,728,096 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $356,272 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,973,684 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 670 | HAGERSTOWN | MD | 21741 | NOT APPLICABLE | PC | TO SUPPORT THE HOPE LODGE PROGRAM | $100,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NOT APPLICABLE | PC | TO SUPPORT ANTI-DEFAMATION OF THE JEWISH PEOPLE AND TO SECURE JUSTICE AND FAIR TREATMENT TO ALL | $15,000 |
| ASSISTANCE LEAGUE OF LA - OPERATION SCHOOL BELL | |||||||
| 826 COLE AVENUE | LOS ANGELES | CA | 90038 | NOT APPLICABLE | PC | TO PROVIDE SUPPORT FOR SCHOOL CHILDRENS UNIFORMS, UNDER GARMENTS AND SCHOOL SUPPLIES | $10,000 |
| CALIFORNIA HOCKEY OFFICIALS - BRANDON BLUMBERG FOUNDATION | |||||||
| 5150 E PACIFIC COAST HIGHWAY STE200 | LONG BEACH | CA | 90804 | NOT APPLICABLE | PC | TO OFFER FINANCIAL SUPPORT FOR START COSTS FOR HOCKEY OFFICIALS AND EDUCATIONAL SCHOLARSHIPS | $10,000 |
| CAMP HESS KRAMER | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NOT APPLICABLE | PC | TO SUPPORT THE REBUILDING OF THE WILSHIRE BOULEVARD TEMPLE CAMPS | $100,000 |
| CENTER THEATER GROUP - INSTITUTIONAL ADVANCEMENT | |||||||
| 691 W TEMPLE STREET | LOS ANGELES | CA | 90012 | NOT APPLICABLE | PC | CHILDREN'S EDUCATIONAL PROGRAMMING - STUDENT MATINEES | $75,000 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NOT APPLICABLE | PC | MARK TAPER AND JOHNNY MERCER ARTISTS PROGRAM | $125,000 |
| CHILDREN'S HOSPITAL OF ORANGE COUNTY | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | NOT APPLICABLE | PC | CHERESE MARI LAULHERE CHILD LIFE DEPT GENERAL DONATION | $50,000 |
| CSULB LAUREN CHALMERS '83 BEACH PANTRY | |||||||
| 1212 BELLFLOWER BLVD | LONG BEACH | CA | 90815 | NOT APPLICABLE | PC | TO SUPPORT FOOD INSECURE CSULB STUDENTS | $20,000 |
| DISABLED SPORTS EASTERN SIERRA | |||||||
| PO BOX 7275 | MAMMOTH LAKES | CA | 93546 | NOT APPLICABLE | PC | TO ALLOW DISABLED PERSONS TO EXPERIENCE OUTDOOR MOUNTAIN SPORTS | $20,000 |
| FISH FOR LIFE | |||||||
| 42 CALLE AMENO | SAN CLEMENTE | CA | 92672 | NOT APPLICABLE | PC | TO SUPPORT FISHING TRIPS FOR CHILDREN WITH SPECIAL NEEDS | $20,000 |
| FRENSHIP BOOSTER CLUB | |||||||
| PO BOX 81 | WOLFORTH | TX | 79382 | NOT APPLICABLE | PC | TO SUPPORT FOOTBALL PROGRAM AND TEAM FOOD BANK | $10,000 |
| FRENSHIP ISD - BENNETT ELEMENTARY | |||||||
| 101 DONALD PRESTON DRIVE | WOLFFORTH | TX | 79382 | NOT APPLICABLE | PC | TO FUND ELEMENTARY PE SUPPLIES | $5,000 |
| GARDENA CARSON YMCA | |||||||
| 1000 ARTESIA BLVD | GARDENA | CA | 90248 | NOT APPLICABLE | PC | FOOD DISTRIBUTION PROGRAM | $25,000 |
| GIRLS ON THE RUN | |||||||
| PO BOX 510 | LOS GATOS | CA | 95031 | NOT APPLICABLE | PC | TO SUPPORT AFTER SCHOOL PROGRAMMING AND PROVIDE SUPPORT TO GIRLS IN NEED | $30,000 |
| HEART AND ARMOR FOUNDATION | |||||||
| 1100 GLENDON AVENUE STE 2000 | LOS ANGELES | CA | 90024 | NOT APPLICABLE | PC | TO SUPPORT VETERAN'S SLEEP STUDY | $250,000 |
| HEART OF LOS ANGELES YOUTH INC | |||||||
| 2701 WILSHIRE BLVD | LOS ANGELES | CA | 90051 | NOT APPLICABLE | PC | TO SUPPORT AFTER-SCHOOL PROGRAMS | $40,000 |
| HELPING HANDS MINISTRIES | |||||||
| PO BOX 337 | TALLULAH FALLS | GA | 30573 | NOT APPLICABLE | PC | TO SUPPORT THE POOR AND NEEDY | $50,000 |
| HOAG HOSPITAL FOUNDATION MELANOMA & SKIN CANCER PROGRAM | |||||||
| 330 PLACENTIA AVE | NEWPORT BEACH | CA | 92663 | NOT APPLICABLE | PC | TO SUPPORT THE MELANOMA AND SKIN CANCER PROGRAM | $25,000 |
| INTERVENTION CENTER FOR EARLY CHILDHOOD | |||||||
| 17461 DERIAN AVE STE 114 | IRVINE | CA | 92614 | NOT APPLICABLE | PC | TO FUND A TOUCH ACTIVATED TECH ASSISTANCE DEVICE FOR THE AAC DEPARTMENT AND GROUP SCHOLARSHIPS | $75,000 |
| JESSIE REES FOUNDATION | |||||||
| 9 STUDEBAKER | IRVINE | CA | 92618 | NOT APPLICABLE | PC | TO SUPPORT CHILDREN WITH CHILDHOOD CANCER | $2,500 |
| JEWISH FAMILY SERVICE OF LA | |||||||
| 330 N FAIRFAX | LOS ANGELES | CA | 90036 | NOT APPLICABLE | PC | TO SUPPORT THE FOOD INSECURE, LOW-INCOME SENIORS, DOMESTIC VIOLENCE VICTIMS AND MENTAL HEALTH SERVICES | $40,000 |
| LA DREAM CENTER FOUNDATION | |||||||
| 2301 BELLEVUE AVENUE | LOS ANGELES | CA | 90026 | NOT APPLICABLE | PC | TO SUPPORT THE LA WILDFIRE VICTIMS | $100,000 |
| LA FAMILY HOUSING FOUNDATION | |||||||
| 7843 LANKERSHIM BLVD | HOLLYWOOD | CA | 91605 | NOT APPLICABLE | PC | TO SUPPORT HOUSING FOR HOMELESS | $35,000 |
| LA REGIONAL FOOD BANK | |||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | NOT APPLICABLE | PC | TO PROVIDE MEALS TO PEOPLE IN NEED | $50,000 |
| LAKEWOOD HIGH SCHOOL ASB | |||||||
| 4400 BRIERCREST AVENUE | LAKEWOOD | CA | 90713 | NOT APPLICABLE | PC | TO SUPPORT LAKEWOOD ASB | $30,000 |
| LIVE LIKE JOJO FOUNDATION | |||||||
| 22 ALCOTT PLACE | LAGUNA NIGUEL | CA | 92677 | NOT APPLICABLE | PC | TO PROVIDE SUPPORT FOR CHILDREN WITH CHRONIC HEALTH ISSUES | $10,000 |
| LOS ANGELES LGBT CENTER | |||||||
| 1118 NORTH MCCADDEN PLACE | LOS ANGELES | CA | 90038 | NOT APPLICABLE | PC | TO SUPPORT SERVICES FOR THE ELDERLY AND PROVIDING HOUSING FOR LGBT YOUTH | $100,000 |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | NOT APPLICABLE | PC | TO PROVIDE COMMUNITY SUPPORT | $75,000 |
| LOS ANGELES RESIDENTIAL COMMUNITY FOUNDATION | |||||||
| 29890 NORTH BOUQUET CANYON ROAD | SAUGUS | CA | 91390 | NOT APPLICABLE | PC | TO SUPPORT RESIDENTIAL CARE FOR CHALLENGED ADULTS | $25,000 |
| LUPUS LA FOUNDATION | |||||||
| 16000 VENTURA BLVD STE 520 | ENCINO | CA | 91436 | NOT APPLICABLE | PC | TO SUPPORT LUPUS RESEARCH | $30,000 |
| MASTER'S ACADEMY INTERNATIONAL | |||||||
| 13248 ROSCOE BLVD | SUN VALLEY | CA | 91352 | NOT APPLICABLE | PC | TO SUPPORT PASTOR TRAINING | $350,000 |
| NEW VOICE | |||||||
| 10701 SAMPSON AVE | LYNWOOD | CA | 90262 | NOT APPLICABLE | PC | TO SUPPORT IMMIGRATION SERVICES FOR UNDER SERVED COMMUNITIES | $4,500 |
| PACIFIC COLLEGIATE SCHOOL | |||||||
| 3004 MISSION STREET | SANTA CRUZ | CA | 95060 | NOT APPLICABLE | PC | GENERAL SUPPORT | $40,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVENUE | MANHATTAN BEACH | CA | 90266 | NOT APPLICABLE | PC | TO SUPPORT PANCREATIC CANCER RESEARCH | $40,000 |
| PHASE ONE FOUNDATION | |||||||
| 11726 SAN VICENTE BLVD STE560 | LOS ANGELES | CA | 90049 | NOT APPLICABLE | PC | TO SUPPORT CANCER RESEARCH | $30,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NOT APPLICABLE | PC | TO PROVIDE FOOD DELIVERY FOR THE ILL | $65,000 |
| REDONDO UNION HIGH SCHOOL ASB | |||||||
| ONE SEA HAWK WAY | REDONDO BEACH | CA | 90277 | NOT APPLICABLE | PC | TO SUPPORT THE GIRLS BASKETBALL AND VOLLEYBALL PROGRAMS | $11,000 |
| SAN DIEGO ZOOLOGICAL SOCIETY | |||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | NOT APPLICABLE | PC | TO PURCHASE TWO ELECTRIC CARTS FOR THE HORTICULTURE TEAM | $40,000 |
| SHARSHERETORG | |||||||
| 1086 TEANECK ROAD STE 2G | TEANECK | NJ | 07666 | NOT APPLICABLE | PC | TO FUND RESEARCH FOR OVARIAN CANCER | $10,000 |
| SOUTH TAMARIND ELEMENTARY SCHOOL | |||||||
| 8561 TAMARIND AVENUE | FONTANA | CA | 92335 | NOT APPLICABLE | PC | TO SUPPORT CHARACTER COUNTS PROGRAM | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NOT APPLICABLE | PC | TO SUPPORT CHILDREN WITH DEBILITATING ILLNESS | $35,000 |
| SUMMIT HIGH SCHOOL ASB | |||||||
| 15551 SUMMIT AVENUE | FONTANA | CA | 92336 | NOT APPLICABLE | PC | TO SUPPORT GIRLS SOFTBALL | $22,000 |
| TANNERY WORLD DANCE & CULTURAL CENTER | |||||||
| 1060 RIVER STREET STE110 | SANTA CRUZ | CA | 95060 | NOT APPLICABLE | PC | TO SUPPORT THE YOUTH SCHOLARSHIP PROGRAM | $30,000 |
| TEMPLE BETH EL | |||||||
| 3055 PORTER GULCH ROAD | APTOS | CA | 95003 | NOT APPLICABLE | PC | TO PROVIDE RELEVANT AND MEANINGFULL PROGRAMS TO THE CONGREGATION AND BEYOND | $60,000 |
| THE ASHER HOUSE | |||||||
| PO BOX 3548 | SALEM | OR | 97302 | NOT APPLICABLE | PC | TO SUPPORT WINSTON'S HEALTHCARE | $10,000 |
| THE MASTER'S SEMINARY | |||||||
| 21726 PLACERITA CANYON ROAD | SANTA CLARITA | CA | 91321 | NOT APPLICABLE | PC | TO SUPPORT MINISTRY TRAINING | $350,000 |
| THE STOREORG | |||||||
| PO BOX 128287 | NASHVILLE | TN | 37212 | NOT APPLICABLE | PC | TO HELP FEED THE FOOD INSECURE | $25,000 |
| UCLA FOUNDATION - VETERANS LEGAL CLINIC | |||||||
| PO BOX 7145 | PASADENA | CA | 91109 | NOT APPLICABLE | PC | TO PROVIDE LEGAL SUPPORT FOR VETERANS | $20,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NOT APPLICABLE | PC | TO SUPPORT MULTIPLE SCLEROSIS RESEARCH | $25,000 |
| WALLACE RHEUMATIC DISEASES FOUNDATION | |||||||
| 8737 BEVERLY BLVD STE 210 | WEST HOLLYWOOD | CA | 90048 | NOT APPLICABLE | PC | TO SUPPORT TREATMENTS FOR AUTOIMMUNE RHEUMATIC DISEASES | $20,000 |
| YMCA | |||||||
| 1127 N AVALON BLVD | WILMINGTON | CA | 90744 | NOT APPLICABLE | PC | TO PROVIDE AFTERSCHOOL CARE TO ELEMENTARY SCHOOL CHILDREN | $25,000 |
| GARDENA CARSON YMCA | |||||||
| 1000 ARTESIA BLVD | GARDENA | CA | 90248 | NOT APPLICABLE | PC | YOUTH AND GOVERNMENT PROGRAM | $25,000 |
| FRIENDS OF THE SANTA CRUZ LIBRARIES | |||||||
| PO BOX 8472 | SANTA CRUZ | CA | 95061 | NOT APPLICABLE | PC | SUPPORT OF THE LIBRARY | $25,000 |
| SAFE PARKING LA | |||||||
| PO BOX 17157 | LOS ANGELES | CA | 90017 | NOT APPLICABLE | PC | SUPPORT OF GENERAL OPERATIONS | $10,000 |
| LOYOLA MARYMOUNT UNIVERSITY WATER POLO | |||||||
| 1 LMU DRIVE | LOS ANGELES | CA | 90045 | NOT APPLICABLE | PC | SUPPORT MEN'S WATER POLO TEAM SCHOLARSHIPS | $10,000 |
| SOUTHEAST COMMUNITY FOUNDATION | |||||||
| 14120 VENTURA BOULEVARD SUITE C 127 | SHERMAN OAKS | CA | 91423 | NOT APPLICABLE | PC | FUND TUTORING PROGRAMS | $50,000 |
| UNITED IN HARMONY | |||||||
| PO BOX 34456 | LOS ANGELES | CA | 90034 | NOT APPLICABLE | PC | GENERAL SUPPORT | $15,000 |
| SHAKESPEARE PLAY ON DBA SANTA CRUZ SHAKESPEARE | |||||||
| 501 UPPER PARK ROAD | SANTA CRUZ | CA | 95065 | NOT APPLICABLE | PC | GENERAL SUPPORT | $30,000 |
| CABRILLO COLLEGE FOUNDATION | |||||||
| 6500 SOQUEL DRIVE | APTOS | CA | 95003 | NOT APPLICABLE | PC | FOR EMERGENCY GRANTS FOR STUDENTS | $25,000 |
| OUTTA THE CAGE | |||||||
| 16350 VENTURA BLVD SUITE D517 | LOS ANGELES | CA | 91436 | NOT APPLICABLE | PC | GENERAL SUPPORT | $10,000 |
| THE HELP GROUP | |||||||
| 13130 BURBANK BLVD | SHERMAN OAKS | CA | 91401 | NOT APPLICABLE | PC | TO SUPPORT MENTAL HEALTH AND CLINICAL PROGRAMS | $10,000 |
| BAY AREA WHEELCHAIR TENNIS | |||||||
| 65 DEER RUN CIRCLE | SAN JOSE | CA | 95136 | NOT APPLICABLE | PC | GENERAL SUPPORT | $20,000 |
| LONG BEACH STATE FOUNDATION | |||||||
| 1250 BELLFLOWER BLVD BH-387 | LONG BEACH | CA | 90840 | NOT APPLICABLE | PC | FOR THE STUDENT EMERGENCY SERVICES - BASIC NEEDS PROGRAM | $25,000 |
| PACIFIC LUTHERAN UNIVERSITY | |||||||
| 12180 PARK AVE S | TACOMA | WA | 98447 | NOT APPLICABLE | PC | FOR THE STUDENT PANTRY | $20,000 |
| GRACE COMMUNITY CHURCH | |||||||
| 13248 ROSCOE BLVD | SUN VALLEY | CA | 913523739 | NOT APPLICABLE | PC | GENERAL SUPPORT | $350,000 |
| END BRAIN CANCER INITIATIVE | |||||||
| 16150 NE 85TH STREET 201 | REDMOND | WA | 98052 | NOT APPLICABLE | PC | TO SUPPORT THE CHRIS ELLIOT FUND TO FUND THE BRAIN TUMOR PATIENT ADVOCACY AND ACCESS PROGRAM | $25,000 |
| SCARRITT FOUNDATION | |||||||
| 7630 NORTH ORACLE ROAD | TUCSON | AZ | 85704 | NOT APPLICABLE | PC | GENERAL SUPPORT FOR ANIMAL CARE | $10,000 |
| LONG BEACH RESCUE MISSION | |||||||
| 1335 PACIFIC AVENUE | LONG BEACH | CA | 90813 | NOT APPLICABLE | PC | GENERAL SUPPORT FOR FOOD BANK | $15,000 |
| LABRADORS & FRIENDS DOG RESCUE GROUP | |||||||
| 2307 FENTON PKWY 107-160 | SAN DIEGO | CA | 92108 | NOT APPLICABLE | PC | GENERAL SUPPORT FOR ANIMAL CARE | $10,000 |
| OUR CITY FOREST | |||||||
| 1195 CLARK STREET | SAN JOSE | CA | 95125 | NOT APPLICABLE | PC | FOR TREE PLANTING | $10,000 |
| LOGAN BASKETBALL ACADEMY | |||||||
| 3215 OVERLAND AVE 8172 | LOS ANGELES | CA | 90034 | NOT APPLICABLE | PC | FOR SCHOLARSHIP ATHLETES | $10,000 |
| FOOD ON FOOT | |||||||
| 8149 SANTA MONICA BLVD 258 | WEST HOLLYWOOD | CA | 90046 | NOT APPLICABLE | PC | FOR THE JOBS & HOUSING PROGRAM | $20,000 |
| STUDENT LUNCH BOX | |||||||
| 10401 VENICE BLVD 462 | LOS ANGELES | CA | 90034 | NOT APPLICABLE | PC | SUPPORT FOR THE MOBILE FOOD PANTRY | $25,000 |
| MAMMOTH SKI PATROL ALUMNI ASSOCIATION | |||||||
| PO BOX 8559 | MAMMOTH LAKES | CA | 93546 | NOT APPLICABLE | PC | FOR GENERAL SUPPORT | $25,000 |
| MONO COUNTY SHERIFF SEARCH & RESCUE TEAM | |||||||
| PO BOX 1854 | MAMMOTH LAKES | CA | 93546 | NOT APPLICABLE | PC | FOR RESCUE TRAINING | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,575,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,336 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,106,472 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $312 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,442,297 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,631,417 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,631,417 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $28,000 | Amt |
| Net Investment Income | $7,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,000 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES,AND FOUNDATION MANAGERS | IdentifierTxt |
| Form And Line Reference | PART VII OF FORM 990-PF, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | ROBERT A. HARABEDIAN IS A DIRECTOR OF THE FOUNDATION AND IS A MANAGING DIRECTOR IN THE FIRM OF WEALTHSPIRE TOPCO, LP/GROUND CONTROL BUSINESS MANAGEMENT, LLC, WHICH CURRENTLY PROVIDES ACCOUNTING, BUISNESS MANAGEMENT, AND TAX PREPARATION SERVICES TO THE FOUNDATION. THE FIRM RECEIVED A TOTAL OF $101,790.00 DURING THE YEAR. THIS AMOUNT IS REFLECTED ON LINE 16C OF PART 1. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AIMCO OP | FMV | $6,751 | $6,751 |
| APARTMENT INCOME REIT | FMV | $13,436 | $13,436 |
| INVESTMENT ACCOUNT | FMV | $93,911,503 | $93,911,503 |
| UPHAM TRUST | FMV | $1,132,148 | $1,132,148 |
| XANTHUS | FMV | $1,069,950 | $1,069,950 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEE | $420 | $0 | $0 | $420 |
| INSURANCE - UMBRELLA | $2,500 | $0 | $0 | $2,500 |
| INSURANCE - WORKERS' COMP | $103 | $0 | $0 | $103 |
| PAYROLL SERVICES EXPENSE | $2,790 | $697 | $0 | $2,093 |
| INVESTMENT FEES | $591,369 | $591,369 | $0 | $0 |
| XANTHUS K-1 (BUSINESS EXPENSE) | $60,433 | $0 | $0 | $60,433 |
| ENTERPRISE PARTNERS K-1 | $9 | $0 | $0 | $9 |
| ENTERPRISE PARTNERS K-1 (BUSINESS LOSS) | $41,079 | $0 | $0 | $41,079 |
| ENERGY TRANSFER K-1 (BUSINESS LOSS) | $21,183 | $0 | $0 | $21,183 |
| ENERGY TRANSFER K-1 | $62 | $0 | $0 | $62 |
| INSURANCE - COMMERCIAL PACKAGE | $2,877 | $0 | $0 | $2,877 |
| BANK FEES | $25 | $0 | $0 | $25 |
| BUSINESS MEALS | $126 | $0 | $0 | $126 |
| PENSION PLAN ADMINISTRATION | $1,318 | $0 | $0 | $1,318 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AIMCO OP | -$92 | -$92 | -$92 |
| APARTMENT INCOME REIT | $4 | $4 | $4 |
| APARTMENT INCOME REIT | $466 | $466 | $466 |
| ENERGY TRANSFER | -$86 | -$86 | -$86 |
| AIMCO OP | $3 | $3 | $3 |
| APARTMENT INCOME REIT | $7 | $7 | $7 |
| SECURITIES CLASS ACCTION SETTLEMENT | $10 | $10 | $10 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN (LOSS) ON INVESTMENTS | $13,239,788 |
| BOOK ADJUSTMENTS | $2,153 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUSINESS MANAGEMENT | CategoryTxt |
| Amt | $101,790 | Amt |
| Net Investment Income | $25,448 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $76,342 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $3,123 | $0 | $0 | $3,123 |
| FEDERAL TAXES | $110,617 | $0 | $0 | $0 |
| FOREIGN TAXES | $16,151 | $16,151 | $0 | $0 |
Comments