PAUL AND ERIKA WHITE FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PAUL AND ERIKA WHITE FAMILY FOUNDATION (EIN 47-2042916)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-06
IRS object ID
202431279349102508
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-06T13:32:55-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12050 MAIN ST STE 1300AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472042916EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAUL & ERIKA WHITE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone2132419832PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12824 VIA NEVEAddressLine1Txt
CityPALOS VERDES ESTATESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90274ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL A WHITEPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2132419832PhoneNum
Signature2024-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastWHITEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN H WIEST CPAPreparerPersonNm
PTINP00037191PTIN
Phone9498529433PhoneNum
Preparation2024-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,636,130FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$49,180DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,180DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,555NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$631,069GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,555CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$90,735TotalRevAndExpnssAmt
Total Net Invst Incm$90,735TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,475AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,475AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,502TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,477TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$134,149ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$134,149ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$138,651TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,477TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$134,174TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$47,916ExcessRevenueOverExpensesAmt
Net Investment Income$86,258NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$113,920CashBOYAmt
Cash EOY$149,241CashEOYAmt
Cash EOYFMV$149,241CashEOYFMVAmt
Corporate Stock BOY$1,742,770CorporateStockBOYAmt
Corporate Stock EOY$1,955,774CorporateStockEOYAmt
Corporate Stock EOYFMV$1,955,774CorporateStockEOYFMVAmt
Corporate Bonds BOY$31,229CorporateBondsBOYAmt
Corporate Bonds EOY$46,644CorporateBondsEOYAmt
Corporate Bonds EOYFMV$46,644CorporateBondsEOYFMVAmt
Other Investments BOY$320,600OtherInvestmentsBOYAmt
Other Investments EOY$484,471OtherInvestmentsEOYAmt
Other Investments EOYFMV$484,471OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,208,519TotalAssetsBOYAmt
Total Assets EOY$2,636,130TotalAssetsEOYAmt
Total Assets EOYFMV$2,636,130TotalAssetsEOYFMVAmt
Accounts Payable BOY$5,943AccountsPayableBOYAmt
Accounts Payable EOY$5,943AccountsPayableEOYAmt
Total Liabilities BOY$5,943TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,943TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,202,576RetainedEarningBOYAmt
Retained Earning EOY$2,630,187RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,202,576TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,630,187TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,208,519TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,636,130TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,202,576TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$47,916ExcessRevenueOverExpensesAmt
Other Increases$477,100OtherIncreasesAmt
Subtotal$2,631,760SubtotalAmt
Other Decreases$1,573OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,630,187TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
200 SH TESLA INC2023-01-26$31,124$30,331$793$793
500 SH CREDICORP LTD2023-02-15$65,069$50,085$14,984$14,984
2000 SH U.S. GLOBAL JETS ETF2023-02-22$38,539$42,535-$3,996-$3,996
2000 SH LEGETT & PLATT INC2023-03-31$62,487$70,414-$7,927-$7,927
1000 SH INTEL CORP2023-04-17$31,935$46,606-$14,671-$14,671
500 SH CONSOL ENERGY INC2023-04-27$29,835$28,551$1,284$1,284
1000 SH LEGGETT & PLATT INC2023-07-13$29,922$43,600-$13,678-$13,678
1000 SH GLOBAL X MSCI GREECE ETF2023-07-26$39,878$25,570$14,308$14,308
200 SH DIAGEO PLC ADR2023-07-31$35,188$25,410$9,778$9,778
500 SH CONSOL ENERGY INC2023-08-01$36,365$28,560$7,805$7,805
1000 SH ISHARES CORE US AGGREGATE BOND ETF2023-11-17$95,323$96,230-$907-$907
100 SH ACCENTURE PLC A2023-11-29$33,438$6,297$27,141$27,141
1000 SH NEW FORTRESS ENERGY A2023-12-12$36,387$36,380$7$7
1000 SH INVITATION HOMES INC2023-12-20$34,731$34,655$76$76
500 SH ISHARES MSCI ISRAEL ETF2023-12-27$29,276$24,290$4,986$4,986
CAPITAL GAINS DIVIDENDS$1,572$1,572$1,572P
FieldValueIRS element (for citing)
Capital Gain Net Income$41,555CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,199InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,199SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,199TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$953EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$953TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$246TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ERIKA WHITEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2132419832PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12824 VIA NEVEAddressLine1Txt
CityPALOS VERDES ESTATESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90274ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL WHITE
2824 VIA NEVEPALOS VERDES ESTATESCA90274DIRECTOR1.00$0$0$0
ERIKA WHITE
2824 VIA NEVEPALOS VERDES ESTATESCA90274DIRECTOR1.00$0$0$0
EMMA WHITE
2824 VIA NEVEPALOS VERDES ESTATESCA90274DIRECTOR1.00$0$0$0
ALEXANDER WHITE
2824 VIA NEVEPALOS VERDES ESTATESCA90274DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,253,558AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$178,276AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,431,834TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,431,834AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,478CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,395,356NetVlNoncharitableAssetsAmt
Minimum Investment Return$119,768MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$119,768MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,199TaxBasedOnInvestmentIncomeAmt
Total Tax$1,199TotalTaxAmt
Distributable Before Adj$118,569DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$118,569DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$118,569DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$134,174ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$134,174QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$118,569DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$3,693ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,983ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$14,608ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,097ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$26,381TotalExcessDistributionCyovAmt
Qualifying Distributions$134,174QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$118,569AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,605RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$41,986TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$41,986ExcessDistriCyovToNextYrAmt
Excess From Year4$3,693ExcessFromYear4Amt
Excess From Year3$1,983ExcessFromYear3Amt
Excess From Year2$14,608ExcessFromYear2Amt
Excess From Year1$6,097ExcessFromYear1Amt
Excess From Current Year$15,605ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPAUL WHITEContributingManagerNm
Contributing ManagerERIKA WHITEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA OF LOS ANGELES
201 CENTRE PLAZA DRIVE SUITE 11009MONTEREY PARKCA917542142PCGENERAL SUPPORT$5,010
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BOULEVARDLOS ANGELESCA90027PCGENERAL SUPPORT$3,000
CHRYSALIS
522 S MAIN STLOS ANGELESCA90013PCGENERAL SUPPORT$4,145
DIDI HIRSCH MENTAL HEALTH SERVICES
323 NORTH PRAIRIE AVEINGLEWOODCA90301PCGENERAL SUPPORT$500
DIRECT RELIEF
6100 BECKNELL WALLACE ROADSANTA BARBARACA93117PCGENERAL SUPPORT$10,240
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006PCGENERAL SUPPORT$10,000
DOWNTOWN WOMEN'S CENTER
442 SAN PEDRO STLOS ANGELESCA90013PCGENERAL SUPPORT$2,080
EQUAL JUSTICE INITIATIVE
112 COMMERCE STMONTGOMERYAL36104PCGENERAL SUPPORT$3,090
HOPE FOR HENRY
2440 WISCONSIN AVE NW SUITE 201WASHINGTONDC20007PCGENERAL SUPPORT$1,000
INTERNATIONAL REFUGEE ASSISTANCE PROJECT
ONE BATTERY PARK PLAZA 4TH FLOORNEW YORKNY10004PCGENERAL SUPPORT$5,150
INTERNATIONAL RESCUE COMMITTEE
POBOX 6068ALBERT LEAMN560079847PCGENERAL SUPPORT$10,300
KCRW
1900 PICO BLVDSANTA MONICACA90405PCGENERAL SUPPORT$240
LA REGIONAL FOOD BANK
1734 E 41ST STREETLOS ANGELESCA90058PCGENERAL SUPPORT$10,000
LA VALUE SCHOOLS
680 WILSHIRE PLACE SUITE 315LOS ANGELESCA90005PCGENERAL SUPPORT$5,000
LAS FAMILIAS DEL PUEBLO
1400 SOUTH BROADWAYLOS ANGELESCA90015PCGENERAL SUPPORT$10,000
LEARNING RIGHTS LAW CENTER
1625 W OLYMPIC BOULEVARD SUITE 500LOS ANGELESCA90015PCGENERAL SUPPORT$6,309
MY FRIENDS PLACE
5850 HOLLYWOOD BOULEVARDLOS ANGELESCA90028PCGENERAL SUPPORT$4,000
NATIONAL IMMIGRATION LAW CENTER
3450 WILSHIRE BOULEVARD 108-62LOS ANGELESCA90010PCGENERAL SUPPORT$5,150
NATURAL RESOURCES DEFENSE COUNCIL
1314 2ND STREETSANTA MONICACA90401PCGENERAL SUPPORT$4,000
PARTNERS IN HEALTH
800 BOYLSTON STREET SUITE 300BOSTONMA02199PCGENERAL SUPPORT$10,453
PBS SOCAL
2900 WEST ALAMEDA AVE SUITE 600BURBANKCA915154267PCGENERAL SUPPORT$120
PLANNED PARENTHOOD
400 WEST 30TH STLOS ANGELESCA90007PCGENERAL SUPPORT$5,163
SAINT SEBASTIAN SPORTS PROJECT
PO BOX 1711MANHATTAN BEACHCA90267PCGENERAL SUPPORT$500
SOUTH BAY FAMILIES CONNECTED
PO BOX 1323MANHATTAN BEACHCA90266PCGENERAL SUPPORT$517
THE PEOPLE CONCERN
2116 ARLINGTON AVELOS ANGELESCA90018PCGENERAL SUPPORT$2,160
WEINGART CENTER
501 EAST 6TH STREETLOS ANGELESCA90021PCGENERAL SUPPORT$2,000
WORLD FOOD PROGRAM
1725 I STREET NWWASHINGTONDC200907166PCGENERAL SUPPORT$10,300
NATIONAL WOMEN'S LAW CENTER
1350 I STREET NW SUITE 700WASHINGTONDC20005PCGENERAL SUPPORT$100
NATIONAL MULTIPLE SCLEROSIS SOCIETY
5150 W GOLDLEAF CIRCLE SUITE 400LOS ANGELESCA90056PCGENERAL SUPPORT$530
PEOPLE ASSISTING THE HOMELESS
340 N MADISON AVELOS ANGELESCA90004PCGENERAL SUPPORT$2,060
CHARITY NAVIGATOR
299 MARKET STREET SUITE 250SADDLE BROOKNJ07663PCGENERAL SUPPORT$1,032
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$134,149TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,180ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$41,555ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$90,735ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$90,735TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$4,475Amt
Net Investment Income$4,475NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMUTUAL FUNDSBondNm
EOY Book Value$46,644EOYBookValueAmt
EOYFMV$46,644EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$1,955,774EOYBookValueAmt
EOYFMV$1,955,774EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEXCHANGE TRADED FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$484,471BookValueAmt
EOYFMV$484,471EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescINCOME REINVESTEDDesc
Amt$1,573Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$2RevenueAndExpensesPerBooksAmt
Net Investment Income$2NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAINDesc
Amt$477,100Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA ATTORNEY GENERALCategoryTxt
Amt$25Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

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