CORWIN D DENNEY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CORWIN D DENNEY FOUNDATION (EIN 23-7015087)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-14
IRS object ID
202431669349100903
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)
Return2024-06-14T11:20:32-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861400078PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EVERGREEN ALLIANCE PROFESSIONAL CORPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14332 CERRITOS AVE SUITE A105AddressLine1Txt
CityLOS ALAMITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90720ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237015087EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CORWIN D DENNEY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDENNBusinessNameControlTxt
Phone5624368800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12801 E SPRING ST 200AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90806ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonM LAWRENCE LALLANDEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5624368800PhoneNum
Signature2024-06-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMPersonFirstNm
Person LastLAWRENCE LALLANDEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA CHRISTIANSENPreparerPersonNm
PTINP01219191PTIN
Phone7143728110PhoneNum
Preparation2024-06-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$16,737,841FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$203,799InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$166,049InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$253,050DividendsRevAndExpnssAmt
Dividends Net Invst Incm$241,264DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$141,518NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,488,001GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$199,955OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$199,955OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$515,286TotalRevAndExpnssAmt
Total Net Invst Incm$607,268TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$104,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$52,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$31,200CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,513AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,610AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,742AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$107,791OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$107,791OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,287TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,859TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$5TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,670OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$247,261TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$175,260TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$32,947TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$674,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$674,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$921,761TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$175,260TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$707,447TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$406,475ExcessRevenueOverExpensesAmt
Net Investment Income$432,008NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$426,041CashBOYAmt
Cash EOY$413,445CashEOYAmt
Cash EOYFMV$413,445CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,513,563SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,615,190SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,615,190SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$13,360PrepaidExpensesBOYAmt
US Government Obligations BOY$530,025USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$8,108,250CorporateStockBOYAmt
Corporate Stock EOY$9,819,312CorporateStockEOYAmt
Corporate Stock EOYFMV$9,819,312CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,244,692CorporateBondsBOYAmt
Corporate Bonds EOY$2,865,651CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,865,651CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$767,129InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$767,125LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$767,129LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$767,129LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$1,625,821OtherInvestmentsBOYAmt
Other Investments EOY$1,257,114OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,257,114OtherInvestmentsEOYFMVAmt
Total Assets BOY$15,228,877TotalAssetsBOYAmt
Total Assets EOY$16,737,841TotalAssetsEOYAmt
Total Assets EOYFMV$16,737,841TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,200AccountsPayableBOYAmt
Accounts Payable EOY$8,738AccountsPayableEOYAmt
Total Liabilities BOY$1,200TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,738TotalLiabilitiesEOYAmt
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$15,227,677RetainedEarningBOYAmt
Retained Earning EOY$16,729,103RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,227,677TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,729,103TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,228,877TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,737,841TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,227,677TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$406,475ExcessRevenueOverExpensesAmt
Other Increases$1,907,901OtherIncreasesAmt
Subtotal$16,729,103SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,729,103TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Acquired2013-01-30AcquiredDt
Sold2023-12-31SoldDt
Gross Sales Price$3,488,001GrossSalesPriceAmt
Cost Or Other Basis$3,629,519CostOrOtherBasisAmt
Gain Or Loss-$141,518GainOrLossAmt
Gains Minus Excess Or Losses-$141,518GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$141,518CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,005InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,005SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,005TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,880EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,880TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,875OverpaymentAmt
Applied To ES Tax$2,875AppliedToESTaxAmt
Refund$0RefundAmt

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 AddressNONEWebsiteAddressTxt
Individual With BooksEVERGREEN ALLIANCE PROFESSIONAL CORIndividualWithBooksNm
Phone7143728110PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14332 CERRITOS AVE SUITE A105AddressLine1Txt
CityLOS ALAMITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90720ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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
L ANDREW GIFFORD
2801 E SPRING ST STE 200LONG BEACHCA90806CFO/TREASURER2.00$26,000$0$0
M LAWRENCE LALLANDE
2801 E SPRING ST STE 200LONG BEACHCA90806PRESIDENT / FOUNDATION MGR5.00$78,000$0$0
KARINA N LALLANDE
2801 E SPRING ST STE 200LONG BEACHCA90806SECRETARY2.00$0$0$0
NICOLE LALLANDE
2801 E SPRING ST STE 200LONG BEACHCA90806DIRECTOR1.00$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$13,509,030AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,572,717AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$767,129FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,848,876TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,848,876AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$237,733CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,611,143NetVlNoncharitableAssetsAmt
Minimum Investment Return$780,557MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$780,557MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,005TaxBasedOnInvestmentIncomeAmt
Total Tax$6,005TotalTaxAmt
Distributable Before Adj$774,552DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$774,552DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$774,552DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$707,447ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$707,447QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$774,552DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$67,943ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$67,943TotalExcessDistributionCyovAmt
Qualifying Distributions$707,447QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$707,447AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$67,105ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$67,105ExcessDistributionCyovAppCYAmt
Total Corpus$838TotalCorpusAmt
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$838ExcessDistriCyovToNextYrAmt
Excess From Year4$838ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ASAP CATS
PO BOX 357GOLETACA93116PCTO SUPPORT CHARITABLE OPERATIONS$1,000
VNA HEALTH FOUNDATION
509 EAST MONTECITO STREET 200SANTA BARBARACA93103PCTO SUPPORT CHARITABLE OPERATIONS$1,000
BRAIN INJURY ASSOCIATION OF AMERICA
3057 NUTLEY STREET 805FAIRFAXVA22031PCTO SUPPORT CHARITABLE OPERATIONS$1,500
CARRIZO PLAIN CONSERVANCY
PO BOX 274SAN LOUIS OBISPOCA93406PCTO SUPPORT CHARITABLE OPERATIONS$1,500
EARTH ISLAND INSTITUTE
2150 ALLSTON WAY SUITE 460BERKELEYCA94704PCTO SUPPORT CHARITABLE OPERATIONS$1,500
STEWARDS THE SIERRA NATIONAL FOREST INC
36633 KENNETH AVEMADERACA93636PCTO SUPPORT CHARITABLE OPERATIONS$1,500
BANDITS BUDDIES RESCUE
3082 W DUDLEY AVENUEFRESNOCA93722PCTO SUPPORT CHARITABLE OPERATIONS$2,500
BIG CITY MOUNTAINEERS
5394 MARSHALL ST 200ARVADACO80002PCTO SUPPORT CHARITABLE OPERATIONS$2,500
CALIFORNIA WILDERNESS COALITION
520 THIRD ST STE 208OAKLANDCA94607PCTO SUPPORT CHARITABLE OPERATIONS$2,500
INNOCENT ANGELS
45834 OLD CORRAL ROADCOARSEGOLDCA93614PCTO SUPPORT CHARITABLE OPERATIONS$2,500
MOUNTAIN SEED FOUNDATION
14737 PICKETS POST RDPOST FALLSID20121PCTO SUPPORT CHARITABLE OPERATIONS$2,500
RIP MEDICAL DEBT
JACKSON AVE 5TH FLOORLONG ISLAND CITYNY11101PCTO SUPPORT CHARITABLE OPERATIONS$3,000
CENTER FOR THE NEW ECONOMY
PO BOX 9024240SAN JUANPR00902PCTO SUPPORT CHARITABLE OPERATIONS$5,000
DANA FOUNDATION CANCER INSTITUTE
10 BROOKSHIRE PLACE WESTBROOKLINEMA02445PCTO SUPPORT CHARITABLE OPERATIONS$5,000
ENVIRONMENTAL DEFENSE CENTER
906 GARDEN STREETSANTA BARBARACA93101PCTO SUPPORT CHARITABLE OPERATIONS$5,000
GIFFORD'S LAW CENTER TO PREVENT GUN VIOLENCE
268 BUSH STREET 555SAN FRANCISCOCA94104PCTO SUPPORT CHARITABLE OPERATIONS$5,000
HONNOLD FOUNDATION
159 W BROADWAY 200SALT LAKE CITYUT94101PCTO SUPPORT CHARITABLE OPERATIONS$5,000
HOPE FOR UKRAINE
101 EISENHOWER PKWY STE 300ROSELANDNJ07068PCTO SUPPORT CHARITABLE OPERATIONS$5,000
MADERA COUNTY FOOD BANK
225 SO PINE STMADERACA93637PCTO SUPPORT CHARITABLE OPERATIONS$5,000
NATIONAL PARK FOUNDATION
1500 K STREET NW SUITE 700WASHINGTONDC20005PCTO SUPPORT CHARITABLE OPERATIONS$5,000
ORGANIC SOUP KITCHEN
315 MEIGS ROAD STE A 369SANTA BARBARACA93109PCTO SUPPORT CHARITABLE OPERATIONS$5,000
RAD CAMP
17921 SKY PARK CIRCLE STE GIRVINECA92614PCTO SUPPORT CHARITABLE OPERATIONS$5,000
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
201 SANDPOINTE AVE 300SANTA ANACA92707PCTO SUPPORT CHARITABLE OPERATIONS$5,000
THE LAND TRUST FOR SANTA BARBARA COUNTY
PO BOX 91830SANTA BARBARACA93190PCTO SUPPORT CHARITABLE OPERATIONS$5,000
TRUCK SAFETY COALITION
700 PENNSYLVANIA AVENUE SE SUITEWASHINGTONDC20003PCTO SUPPORT CHARITABLE OPERATIONS$5,000200
VALLEY CHILDREN'S HEALTHCARE FOUNDATION
9300 VALLEY CHILDRENS PLACEMADERACA93636PCTO SUPPORT CHARITABLE OPERATIONS$5,000
VILLAGE PROPERTIES TEACHERS FUND
1250 COAST VILLAGES ROAD SUITE ASANTA BARBARACA93108PCTO SUPPORT CHARITABLE OPERATIONS$5,000
VISITING NURSE AND HOSPICE CARE
509 E MONTECITO ST SUITE 200SANTA BARBARACA93103PCTO SUPPORT CHARITABLE OPERATIONS$5,000
ASYLUM ACCESS
344 THOMAS L BERKLEY WAYOAKLANDCA94612PCTO SUPPORT CHARITABLE OPERATIONS$7,500
AMERICAN RED CROSS
431 18TH STREETWASHINGTONDC20006PCTO SUPPORT CHARITABLE OPERATIONS$10,000
MIAMI UNIVERSITY ADVANCEMENT
926 CHESTNUT LANEOXFORDOH45056PCTO SUPPORT CHARITABLE OPERATIONS$10,000
ORANGE COUNTY TRIAL LAWYERS CHARITIES
1048 IRVINE AVE 636NEWPORT BEACHCA92660PCTO SUPPORT CHARITABLE OPERATIONS$10,000
PALESTINE CHILDRENS RELIEF FUND
PO BOX 1926KENTOH44240PCTO SUPPORT CHARITABLE OPERATIONS$10,000
SANTA BARBARA RESCUE MISSION
535 E YANONALI STSANTA BARBARACA93103PCTO SUPPORT CHARITABLE OPERATIONS$10,000
SHELTER BOX USA
101 INNOVATION PLACESANTA BARBARACA93108PCTO SUPPORT CHARITABLE OPERATIONS$10,000
UNIVERSITY OF MICHIGAN LAW SCHOOL
109 E MADISON STE 300ANN ARBORMI48104PCTO SUPPORT CHARITABLE OPERATIONS$10,000
WORLD CENTRAL KITCHEN
655 NEW YORK AVE NY 6TH FLWASHINGTONDC20001PCTO SUPPORT CHARITABLE OPERATIONS RELATED TO KENTUCKY TORNADO$10,000
WOMEN'S FUND OF SANTA BARBARA
133 EAST DE LA GUERRA STREET 15SANTA BARBARACA93101PCTO SUPPORT CHARITABLE OPERATIONS$11,000
UNICEF USA
125 MAIDEN LANENEW YORKNY10038PCTO SUPPORT CHARITABLE OPERATIONS$11,500
CONSUMER WATCHDOG
6330 SOUTH SAN VICENTE BLVD STE 250LOS ANGELESCA90048PCTO SUPPORT CHARITABLE OPERATIONS$12,500
YMCA OF GREATER LONG BEACH
3605 LONG BEACH BLVD 210LONG BEACHCA90807PCTO SUPPORT CHARITABLE OPERATIONS$13,500
ANERA
1111 14TH STREETWASHINGTONDC20005PCTO SUPPORT CHARITABLE OPERATIONS$15,000
DIGNITY MOVES
800 MIRAMONTE DRIVE 100SANTA BARBARACA93109PCTO SUPPORT CHARITABLE OPERATIONS$15,000
ENSEMBLE THEATRE COMPANY
PO BOX 2307SANTA BARBARACA93120PCTO SUPPORT CHARITABLE OPERATIONS$15,000
YOSEMITE FOUNDATION (DBA YOSEMITIE CONSERVANCY)
101 MONTGOMERY STREET SUITE 1700SAN FRANCISCOCA94101PCTO SUPPORT CHARITABLE OPERATIONS$15,000
HOSPICE OF SANTA BARBARA INC
2050 ALAMEDA PADRE SERRA SUITE 100SANTA BARBARACA931031704PCTO SUPPORT CHARITABLE OPERATIONS$20,000
NATIONAL DISASTER SEARCH DOG FOUNDATION
6800 WHEELER CANYON ROADSANTA PAULACA93060PCTO SUPPORT CHARITABLE OPERATIONS$20,000
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HIGHWAYMALIBUCA90263PCTO SUPPORT CHARITABLE OPERATIONS$20,000
DALAI LAMA CENTER FOR ETHICS
PO BOX 21802MESAAZ85277PCTO SUPPORT CHARITABLE OPERATIONS$25,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY01006PCTO SUPPORT CHARITABLE OPERATIONS$25,000
MEMORIAL MEDICAL CENTER FOUNDATION
2801 ATLANTIC AVENUELONG BEACHCA90806PCTO SUPPORT CHARITABLE OPERATIONS$25,000
WESTMONT COLLEGE
955 LA PAZ RDSANTA BARBARACA93108PCTO SUPPORT CHARITABLE OPERATIONS$25,000
TRANSITION HOUSE
425 E COTA STREETSANTA BARBARACA93101PCTO SUPPORT CHARITABLE OPERATIONS$30,000
COTTAGE HOSPITAL FOUNDATION
PO BOX 689SANTA BARBARACA93102PCTO SUPPORT CHARITABLE OPERATIONS$35,000
LOS ANGELES TRIAL LAWYERS' CHARITIES
2708 WILSHIRE BLVD SUITE 391SANTA MONICACA90403PFTO SUPPORT CHARITABLE OPERATIONS$40,000
DIRECT RELIEF
27 S LA PATERA LNGOLETACA93117PCTO SUPPORT CHARITABLE OPERATIONS$50,000
CASA SERENA INC
1515 BATH STSANTA BARBARACA93101PCTO SUPPORT CHARITABLE OPERATIONS$60,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$674,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$203,799ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$253,050ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$199,891ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$141,518ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Exclusion$64ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$515,286ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$515,286TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$14,513Amt
Net Investment Income$11,610NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,742DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOS ANGELES TRIAL LAWYER'S CHARITIESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12708 WILSHIRE BLVD SUITE 391AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd
FieldValueIRS element (for citing)
Grant2023-11-15GrantDt
Grant$40,000GrantAmt
Purpose Of GrantTO SUPPORT CHARITABLE OPERATIONSPurposeOfGrantTxt
Expended By Grantee$40,000ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By Grantee5/5/2024DatesOfReportsByGranteeTxt
Verification2024-05-05VerificationDt
Results Of VerificationALL FUNDS EXPENDED AS INTENDED.ResultsOfVerificationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS - CORPORATE BONDSBondNm
EOY Book Value$2,865,651EOYBookValueAmt
EOYFMV$2,865,651EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - EQUITIESStockNm
EOY Book Value$9,819,312EOYBookValueAmt
EOYFMV$9,819,312EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - MUTUAL FUNDS & OTHER ASSETSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,257,114BookValueAmt
EOYFMV$1,257,114EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$11,486$0$0
OFFICE EXPENSES$184$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTY INCOME$199,891$199,891
MISCELLANEOUS$64$64$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$1,907,901Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT$102,415$102,415$0
REAL ESTATE EXPENSE$5,376$5,376$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$3,827$3,827$0
FEDERAL TAX$5,420$0$0
CA LICENSES & PERMITS$40$32$5

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