SIDNEY STERN MEMORIAL TRUST NO 300-6-4020-02: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SIDNEY STERN MEMORIAL TRUST NO 300-6-4020-02 (EIN 95-6495222)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-07-15
- IRS object ID
- 202441979349100319
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-15T11:01:17-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956495222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STERN SIDNEY MEMORIAL TUW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STER | BusinessNameControlTxt |
| Phone | 8887304933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6325 S RAINBOW BLVD STE 300 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | - | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8887304933 | PhoneNum |
| Signature | 2024-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA B STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2024-07-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $20,591,739 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $531,536 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $531,536 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $433,957 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,801,073 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $433,957 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $489 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $965,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $965,493 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $252,383 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $105,077 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $147,306 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $769 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $769 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,337 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,337 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,969 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,929 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $36,144 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $167 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,977 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $399,602 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $200,510 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $184,052 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,453,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,453,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,853,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $200,510 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,637,652 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$887,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $764,983 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $474,897 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $637,503 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $637,503 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,249,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,864,181 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,577,812 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,220,445 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,309,627 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,995,558 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,591,472 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,837,416 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,380,866 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,536,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,648,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,591,739 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,536,798 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,648,727 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,536,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,648,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,536,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,648,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,536,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$887,220 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,501 | OtherIncreasesAmt |
| Subtotal | $18,651,079 | SubtotalAmt |
| Other Decreases | $2,352 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,648,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100000. GLAXOSMITHKLINE CAP 2.800% 3/18/23 | 2018-07-24 | 2022-09-15 | $100,000 | $97,490 | $2,510 | $2,510 | |
| 50000. BANK OF NOVA SCOTIA 2.450% 9/19/22 | 2018-06-29 | 2022-09-19 | $50,000 | $48,104 | $1,896 | $1,896 | |
| 640. ALPHABET INC CL A | 2012-11-27 | 2022-10-24 | $65,467 | $10,796 | $54,671 | $54,671 | |
| 981. APPLE INC | 2007-08-08 | 2022-10-24 | $147,102 | $4,793 | $142,309 | $142,309 | |
| 300. BERKSHIRE HATHAWAY INC. | 2010-03-31 | 2022-10-24 | $86,707 | $24,386 | $62,321 | $62,321 | |
| 65. BROADCOM INC | 2022-01-05 | 2022-10-24 | $29,720 | $42,253 | -$12,533 | -$12,533 | |
| 334. META PLATFORMS INC | 2014-06-11 | 2022-10-24 | $43,595 | $21,827 | $21,768 | $21,768 | |
| 382. HONEYWELL INTERNATIONAL INC | 2004-03-24 | 2022-10-24 | $71,740 | $11,612 | $60,128 | $60,128 | |
| 591. JPMORGAN CHASE & CO | 2009-06-08 | 2022-10-24 | $72,594 | $20,514 | $52,080 | $52,080 | |
| 267. ORGANON & CO | 1993-07-29 | 2022-10-24 | $6,432 | $1,858 | $4,574 | $4,574 | |
| 320. PROCTER & GAMBLE CO | 1980-12-18 | 2022-10-24 | $41,594 | $639 | $40,955 | $40,955 | |
| 555. TOTAL S.A. - ADR | 2022-01-05 | 2022-10-24 | $29,306 | $28,795 | $511 | $511 | |
| 100000. US TREASURY NOTE 2.000% 11/30/22 | 2018-09-14 | 2022-11-30 | $100,000 | $96,465 | $3,535 | $3,535 | |
| 115. UNITEDHEALTH GROUP INC | 2021-06-16 | 2022-12-13 | $61,907 | $45,720 | $16,187 | $16,187 | |
| 17439. VANGUARD SHORT TERM BOND ETF | 2022-08-02 | 2022-12-20 | $1,317,856 | $1,348,392 | -$30,536 | -$30,536 | |
| 50000. GLOBAL PAYMENTS INC 1.200% 3/01/26 | 2021-05-13 | 2023-01-12 | $44,404 | $49,456 | -$5,052 | -$5,052 | |
| 315. APPLE INC | 2007-08-08 | 2023-01-24 | $44,910 | $1,539 | $43,371 | $43,371 | |
| 140. BERKSHIRE HATHAWAY INC. | 2010-03-31 | 2023-01-24 | $43,679 | $11,380 | $32,299 | $32,299 | |
| 330. BLACKSTONE INC | 2021-10-14 | 2023-01-24 | $29,162 | $40,267 | -$11,105 | -$11,105 | |
| 610. CISCO SYSTEMS INC | 1998-02-09 | 2023-01-24 | $29,179 | $6,513 | $22,666 | $22,666 | |
| 740. JPMORGAN CHASE & CO | 2009-06-08 | 2023-01-24 | $102,691 | $25,685 | $77,006 | $77,006 | |
| 455. TOTAL S.A. - ADR | 2022-01-05 | 2023-01-24 | $29,079 | $23,607 | $5,472 | $5,472 | |
| 490. UNION PACIFIC CORP | 2010-02-05 | 2023-01-24 | $99,881 | $15,041 | $84,840 | $84,840 | |
| 735. VERIZON COMMUNICATIONS | 1993-01-04 | 2023-01-24 | $29,295 | $18,305 | $10,990 | $10,990 | |
| 195. VISA INC-CLASS A SHRS | 2022-01-05 | 2023-01-24 | $43,771 | $42,999 | $772 | $772 | |
| 285. WASTE MANAGEMENT INC | 2022-01-05 | 2023-01-24 | $43,540 | $46,332 | -$2,792 | -$2,792 | |
| 485. VANGUARD MIDCAP VIPER | 2021-10-22 | 2023-01-25 | $103,343 | $122,878 | -$19,535 | -$19,535 | |
| 50000. GLOBAL PAYMENTS INC 1.200% 3/01/26 | 2021-05-13 | 2023-02-08 | $44,244 | $49,456 | -$5,212 | -$5,212 | |
| 1241. FIDELITY NATL INFORMATION SVCS INC | 2022-01-05 | 2023-02-16 | $84,938 | $145,996 | -$61,058 | -$61,058 | |
| 1228. ISHARES CORE U.S. AGGREGATE ETF | 2020-11-10 | 2023-02-27 | $119,499 | $143,859 | -$24,360 | -$24,360 | |
| 1348. VANGUARD FTSE DEVELOPED ETF | 2021-10-22 | 2023-02-27 | $59,893 | $70,548 | -$10,655 | -$10,655 | |
| 304. VANGUARD SMALL CAP VIPER | 2021-10-20 | 2023-02-27 | $60,472 | $69,775 | -$9,303 | -$9,303 | |
| 35000. US TREASURY NOTE 2.500% 5/15/24 | 2019-04-25 | 2023-03-28 | $34,244 | $35,265 | -$1,021 | -$1,021 | |
| 1535. VANGUARD MIDCAP VIPER | 2021-10-20 | 2023-04-19 | $322,959 | $379,873 | -$56,914 | -$56,914 | |
| 100000. BANK OF NY MELLON CO 3.500% 4/28/23 | 2018-06-29 | 2023-04-28 | $100,000 | $100,161 | -$161 | -$161 | |
| 40000. US TREASURY NOTE 2.500% 5/15/24 | 2019-04-25 | 2023-06-07 | $39,003 | $40,303 | -$1,300 | -$1,300 | |
| 1820. CVS HEALTH CORPORATION | 2021-10-14 | 2023-06-15 | $124,732 | $154,756 | -$30,024 | -$30,024 | |
| 100000. CAPITAL ONE FINANCIA 3.500% 6/15/23 | 2018-09-13 | 2023-06-15 | $100,000 | $100,000 | |||
| 1432. HASBRO INC | 2022-04-07 | 2023-06-15 | $87,687 | $120,751 | -$33,064 | -$33,064 | |
| 1897. LAS VEGAS SANDS CORP | 2022-07-07 | 2023-06-15 | $111,325 | $66,832 | $44,493 | $44,493 | |
| 1735. SYSCO CORP | 2021-06-16 | 2023-06-15 | $126,372 | $134,587 | -$8,215 | -$8,215 | |
| 280. SPDR S & P 500 ETF TRUST | 2022-04-28 | 2023-06-20 | $122,556 | $117,071 | $5,485 | $5,485 | |
| 849. VANGUARD MIDCAP VIPER | 2022-02-10 | 2023-06-20 | $183,423 | $203,700 | -$20,277 | -$20,277 | |
| 1011. VANGUARD MIDCAP VIPER | 2022-01-25 | 2023-07-14 | $227,260 | $233,969 | -$6,709 | -$6,709 | |
| 25000. US TREASURY NOTE 2.500% 5/15/24 | 2019-05-03 | 2023-08-02 | $24,445 | $25,202 | -$757 | -$757 | |
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $433,957 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,633 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,633 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,633 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,341 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $31,341 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,708 | OverpaymentAmt |
| Applied To ES Tax | $10,636 | AppliedToESTaxAmt |
| Refund | $10,072 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8003523705 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST FL 5D4001-052 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (true) | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CAROL SEVILLA | ||||||
| 100 N Main St FL 5D4001-052 | WINSTON SALEM | NC | 27101 | MEMBER BOARD OF ADVISORS | 1 | $19,330 |
| DANIEL LUEVANO | ||||||
| 100 N MAIN ST MAC D4001-117 | WINSTON SALEM | NC | 27101 | MEMBER BOARD OF ADVISORS | 1 | $19,330 |
| DAVID HOFFENBERG | ||||||
| 100 N MAIN ST MAC D4001-117 | WINSTON SALEM | NC | 27101 | MEMBER BOARD OF ADVISORS | 1 | $10,000 |
| PETER H HOFFENBERG | ||||||
| 100 N MAIN ST MAC D4001-117 | WINSTON SALEM | NC | 27101 | MEMBER BOARD OF ADVISORS | 1 | $24,291 |
| REBECCA SCHWARTZ | ||||||
| 100 N MAIN ST MAC D4001-117 | WINSTON SALEM | NC | 27101 | MEMBER BOARD OF ADVISORS | 1 | $20,000 |
| SAUNDRA SCHWARTZ | ||||||
| 100 N MAIN ST MAC D4001-117 | WINSTON SALEM | NC | 27101 | MEMBER BOARD OF ADVISORS | 1 | $19,330 |
| WELLS FARGO BANK N A | ||||||
| 100 N Main St FL 5D4001-052 | WINSTON SALEM | NC | 27101 | TRUSTEE | 1 | $140,102 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TEAM RISK MANAGEMENT STRATEGIES LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3131 CAMINO DEL RIO N STE 650 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95798 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $78,402 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,684,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $631,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,315,700 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,315,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $304,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,010,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,000,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,000,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,633 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,633 | TotalTaxAmt |
| Distributable Before Adj | $989,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $989,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $989,915 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,637,652 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,637,652 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $989,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $991,264 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $280,657 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $465,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $972,585 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $818,013 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,528,289 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,637,652 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $989,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $647,737 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,176,026 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $991,264 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,184,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $280,657 | ExcessFromYear4Amt |
| Excess From Year3 | $465,770 | ExcessFromYear3Amt |
| Excess From Year2 | $972,585 | ExcessFromYear2Amt |
| Excess From Year1 | $818,013 | ExcessFromYear1Amt |
| Excess From Current Year | $647,737 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SIDNEY STERN MEMORIAL TRUST BOARD O | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 893 | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8003523705 | RecipientPhoneNum |
| Form And Info And Materials | NO REQUIRED FORMAT FOR REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUESTS ARE EXCEPTED AT ANY TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL DISTRIBUTIONS ARE MADE FOR CHARITABLE, SCIENTIFIC, MEDICAL OR EDUCATIONAL PURPOSES WITHIN THE U.S. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (299 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GARRISON INSTITUTE | ||||||||
| PO BOX 532 | GARRISON | NY | 105240532 | NONE | PC | GENERAL OPERATING | $20,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL OPERATING | $2,500 | |
| ADDSTEAM | ||||||||
| 16809 BELLFLOWER | BELLFLOWER | CA | 90706 | NONE | PC | GENERAL OPERATING | $8,000 | |
| AFRICAN AMERICAN DIVERSITY CULTURAL CENT | ||||||||
| 1311 KAPIOLANI BOULEVARD | HONOLULU | HI | 96814 | NONE | PC | GENERAL OPERATING | $5,000 | |
| AMERICAN FRIENDS OF NEVE SHALOM | ||||||||
| 229 NORTH CENTRAL AVE | GLENDALE | CA | 91203 | NONE | PC | GENERAL OPERATING | $2,500 | |
| BOYS AND GIRLS CLUB OF SANTA CLARA VALLE | ||||||||
| PO BOX 152 | SANTA PAULA | CA | 93061 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CHILDREN OF FALLEN HEROES | ||||||||
| 521 NANTES CT | HOLDEN BEACH | NC | 28462 | NONE | PC | GENERAL OPERATING | $3,000 | |
| COMPUTER CORE | ||||||||
| 201 N UNION ST | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CTR FOR MUSIC BY PEOPLE WITH DISABILITIE | ||||||||
| 415 W CENTRAL AVE | MISSOULA | MT | 59801 | NONE | PC | GENERAL OPERATING | $2,500 | |
| DOROTHY DAY HOUSE | ||||||||
| PO BOX 12701 | BERKELEY | CA | 94712 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ECHOES OF HOPE | ||||||||
| 555 N NASH ST | EL SEGUNDO | CA | 90245 | NONE | PC | GENERAL OPERATING | $2,500 | |
| ENGLISH SPEAKING UNION OF THE US | ||||||||
| 144 E 39TH STREET | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ESL IN-HOME PROGRAM OF NORTHERN NV | ||||||||
| 678 RAPPAHANNOCK DRIVE | CARSON CITY | NV | 89701 | NONE | PC | GENERAL OPERATING | $2,000 | |
| FOUNDATION FOR HUMAN ENRICHMENT | ||||||||
| 5303 SPINE RD | BOULDER | CO | 80301 | NONE | PC | GENERAL OPERATING | $30,000 | |
| FRIENDS OF GALA | ||||||||
| 1067 WEST BLVD | LOS ANGELES | CA | 90019 | NONE | PC | GENERAL OPERATING | $2,500 | |
| GILDER LEHRMAN INST OF AMERICAN HISTORY | ||||||||
| 49 WEST 45TH STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $2,500 | |
| HAWAII AMERICAN SOCIETY FOR MICROBIOLOGY | ||||||||
| 3140 WAIALAE AVE | HONOLULU | HI | 96816 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HIRSHBERG FDN PANCREATIC CANCER RESEARCH | ||||||||
| 2990 S SEPULVEDA | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL OPERATING | $5,000 | |
| HUNTINGTON ART GALLERY | ||||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | NONE | PC | GENERAL OPERATING | $3,500 | |
| INSTITUTE FOR STUDY OF ETHICAL DIVERSITY | ||||||||
| 230 S CATALINA AVE | REDONDO BEACH | CA | 90277 | NONE | PC | GENERAL OPERATING | $12,000 | |
| KOKUA KALIHI VALLEY COMPREHENSIVE SERVIC | ||||||||
| 2239 N SCHOOL ST | HONOLULU | HI | 96819 | NONE | PC | GENERAL OPERATING | $2,000 | |
| LEAGUE OF WOMEN VOTERS OF LA EDU FUND | ||||||||
| 3303 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING | $2,000 | |
| LETS RIDE THERAPEUTIC EQUESTRIAN PROGRAM | ||||||||
| 8846 OSO AVE | WINNETKA | CA | 91306 | NONE | PC | GENERAL OPERATING | $4,000 | |
| LOREN L ZACHARY SOCIETY PERFORMING ARTS | ||||||||
| 2250 GLOAMING WAY | BEVERLY HILLS | CA | 90210 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MARIANNE FROSTIG CENTER FOR EDUTHERAPY | ||||||||
| 971 N ALTADENA DRIVE | PASADENA | CA | 91107 | NONE | PC | GENERAL OPERATING | $3,000 | |
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||||
| PO BOX 6095 | ALBERT LEA | MN | 56007 | NONE | PC | GENERAL OPERATING | $2,500 | |
| MOSTE MOTIVATING OUR STUDENTS | ||||||||
| 555 W 5TH ST | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MUSEUM OF CONTEMPORARY ART | ||||||||
| 265 S CHURCH AVE | TUSCON | AZ | 85701 | NONE | PC | GENERAL OPERATING | $3,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 600 14TH STREET | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE | ||||||||
| 234 EAST GISH ROAD | SAN JOSE | CA | 95112 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PRC | ||||||||
| 811 5TH ST | MODESTO | CA | 95351 | NONE | PC | GENERAL OPERATING | $7,500 | |
| REWILD | ||||||||
| PO BOX 129 | AUSTIN | TX | 78767 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SANTA BARBARA TRUST FOR HISTORIC PRES | ||||||||
| 123 E CANON PERDIDO ST | SANTA BARABARA | CA | 93101 | NONE | PC | GENERAL OPERATING | $2,500 | |
| TAKING IT TO THE STREETS LORI AND SHIRA | ||||||||
| 3681 SUNNYSIDE DR | RIVERSIDE | CA | 92506 | NONE | PC | GENERAL OPERATING | $1,750 | |
| UNITED STATES HOLOCAUST MEMORIAL COUNCIL | ||||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATING | $2,000 | |
| WOMENS REPRODUCTIVE RIGHTS ASSIST PROJE | ||||||||
| 1902A LINCOLN BLVD | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL OPERATING | $3,000 | |
| WOMENS TRANSITIONAL LIVING CTR INC | ||||||||
| PO BOX 916 | FULLERTON | CA | 92836 | NONE | PC | GENERAL OPERATING | $5,500 | |
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN | ||||||||
| 4 BOTANY PL | BRUNSWICK | ME | 040113357 | NONE | PC | GENERAL OPERATING | $1,000 | |
| UNIVERSITY OF NEW HAMPSHIRE | ||||||||
| 9 EDGEWOOD RD | DURHAM | NH | 03824 | NONE | PC | GENERAL OPERATING | $8,000 | |
| VERMONT ASSOCIATION FOR THE BLIND | ||||||||
| 60 KIMBALL AVE | S BURLINGTON | VT | 05403 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HOME FOR AGED WOMEN INC | ||||||||
| 165 CHESTNUT STREET | BROOKLINE | MA | 024457573 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PLIMOTH PATUXET MUSEUMS INC | ||||||||
| PO BOX 1620 | Plymouth | MA | 023621620 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ENGAGING SCHOOLS INC | ||||||||
| 23 GARDEN ST | CAMBRIDGE | MA | 021383623 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COAST GUARD FOUNDATION INC | ||||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | NONE | PC | GENERAL OPERATING | $2,500 | |
| JEWISH WOMENS ARCHIVE INC | ||||||||
| 1860 WASHINGTON ST STE 204 | NEWTON | MA | 024663008 | NONE | PC | GENERAL OPERATING | $3,600 | |
| MYSTIC SEAPORT MUSEUM INC | ||||||||
| 75 GREENMANVILLE AVE | Mystic | CT | 06355 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ADOPT-A-DOG INC | ||||||||
| PO BOX 11135 | GREENWICH | CT | 068311135 | NONE | PC | GENERAL OPERATING | $1,500 | |
| CRITICAL REVIEW FOUNDATION INC | ||||||||
| 160 CAMBRIDGEPARK DR UNIT 324 | CAMBRIDGE | MA | 021402464 | NONE | PC | GENERAL OPERATING | $2,000 | |
| TEMPLE EMANUEL | ||||||||
| ONE EAST 65TH STREET | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING | $2,500 | |
| UNITED SERVICE ORGANIZATIONS INC | ||||||||
| 2111 WILSON BLVD 1200 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL OPERATING | $3,000 | |
| DOWNTOWN WOMENS CENTER | ||||||||
| 442 SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NATIONAL AUDUBON SOCIETY INC | ||||||||
| ATTENTION ROSE TESONE | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING | $2,500 | |
| UNION FOR REFORM JUDAISM | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING | $12,500 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BOULEVARD | Bronx | NY | 10458 | NONE | PC | GENERAL OPERATING | $3,500 | |
| HOVING HOME | ||||||||
| 40 WALTER HOVING ROAD | GARRISON | NY | 10524 | NONE | PC | GENERAL OPERATING | $2,750 | |
| THE NORTH AMERICAN CONFERENCE ON BRITISH | ||||||||
| 546 PARK HALL | BUFFALO | NY | 14260 | NONE | PC | GENERAL OPERATING | $7,500 | STUDIES |
| GUTTMACHER INSTITUTE INC | ||||||||
| 125 MAIDEN LANE 7TH FLOO | NEW YORK | NY | 100384723 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PERFORMANCE ZONE INC | ||||||||
| 225 WEST 34TH STREET | New York | NY | 10122 | NONE | PC | GENERAL OPERATING | $5,500 | |
| LOWER EAST SIDE TENEMENT MUSEUM | ||||||||
| 103 ORCHARD ST | New York | NY | 100023102 | NONE | PC | GENERAL OPERATING | $4,000 | |
| PUPPIES BEHIND BARS INC | ||||||||
| 263 WEST 38TH STREET | New York | NY | 10018 | NONE | PC | GENERAL OPERATING | $2,000 | |
| SEAMENS CHURCH INSTITUTE OF NEW YORK | ||||||||
| 50 BROADWAY 26TH FL | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING | $1,500 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 E 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING | $5,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING | $3,000 | |
| THE FORT TICONDEROGA ASSOCIATION INC | ||||||||
| PO BOX 390 | TICONDEROGA | NY | 128830390 | NONE | PC | GENERAL OPERATING | $3,500 | |
| VICTORIAN INTERDISCIPLINARY STUDIES ASC | ||||||||
| 1450 IROQUOIS AVE | LONG BEACH | CA | 90815 | NONE | PC | GENERAL OPERATING | $2,500 | |
| FOOTSTEPS INC | ||||||||
| 114 JOHN ST UNIT 930 | NEW YORK | NY | 102729948 | NONE | PC | GENERAL OPERATING | $2,500 | |
| EARLY MUSIC HAWAII | ||||||||
| PO BOX 632 | KAILUA KONA | HI | 967450632 | NONE | PC | GENERAL OPERATING | $2,000 | |
| LOS PADRES FOREST WATCH | ||||||||
| PO BOX 831 | Santa Barbara | CA | 931020831 | NONE | PC | GENERAL OPERATING | $2,250 | |
| ANTELOPE VALLEY CONSERVANCY | ||||||||
| PO BOX 8 | LAKE HUGHES | CA | 935320008 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CHALDEAN COMMUNITY FOUNDATION | ||||||||
| 3601 15 MILE RD | STERLING HTS | MI | 483105356 | NONE | PC | GENERAL OPERATING | $1,000 | |
| KU-IKAHI MEDIATION CENTER INC | ||||||||
| 101 AUPUNI ST STE 1014 B-2 | Hilo | HI | 967204259 | NONE | PC | GENERAL OPERATING | $2,000 | |
| MALIBU FRIENDS OF MUSIC | ||||||||
| 6307 BUSCH DR | Malibu | CA | 902653836 | NONE | PC | GENERAL OPERATING | $4,000 | |
| THE WEST COAST CARE FOUNDATION INC | ||||||||
| 8218 BELFORD AVE | LOS ANGELES | CA | 900454334 | NONE | PC | GENERAL OPERATING | $3,000 | |
| PRISON UNIVERSITY PROJECT INC | ||||||||
| PO BOX 492 | SAN QUENTIN | CA | 94964 | NONE | PC | GENERAL OPERATING | $10,000 | |
| VENTURA BOTANICAL GARDENS INC | ||||||||
| 567 SOUTH POLI ST | VENTURA | CA | 93001 | NONE | PC | GENERAL OPERATING | $2,750 | |
| COMMUNITY LEGAL SERVICES IN EAST | ||||||||
| 1861 BAY RD | E PALO ALTO | CA | 943031312 | NONE | PC | GENERAL OPERATING | $4,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||
| 334 30TH ST | FAIR LAWN | NJ | 074103943 | NONE | PC | GENERAL OPERATING | $2,000 | |
| SWARTHMORE COLLEGE | ||||||||
| 500 COLLEGE AVE | SWATHMORE | PA | 19041 | NONE | PC | GENERAL OPERATING | $16,000 | |
| RECONSTRUCTIONIST RABBINICAL COLLEGE | ||||||||
| 1299 CHURCH RD | WYNCOTE | PA | 190951824 | NONE | PC | GENERAL OPERATING | $2,500 | |
| JDRF INTERNATIONAL | ||||||||
| 200 VESEY STREET 28TH FLOOR | New York | NY | 10281 | NONE | PC | GENERAL OPERATING | $3,000 | |
| PHI ALPHA THETA HISTORY HONOR | ||||||||
| 4202 E FOWLER AVE SOC 107 | Tampa | FL | 336208100 | NONE | PC | GENERAL OPERATING | $6,000 | |
| GETTYSBURG FOUNDATION | ||||||||
| 1195 BALTIMORE PIKE | GETTYSBURG | PA | 173257034 | NONE | PC | GENERAL OPERATING | $3,250 | |
| WRITERS GUILD FOUNDATION | ||||||||
| 7000 W 3RD ST | LOS ANGELES | CA | 900484321 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COLLEGE OF THE ATLANTIC | ||||||||
| 105 EDEN ST | BAR HARBOR | ME | 046091136 | NONE | PC | GENERAL OPERATING | $3,500 | |
| ASSOCIATION FOR JEWISH STUDIES INC | ||||||||
| 15 W 16TH ST | NEW YORK | NY | 100116301 | NONE | PC | GENERAL OPERATING | $5,000 | |
| GANNA WALSKA LOTUSLAND | ||||||||
| 695 ASHLEY RD | SANTA BARBARA | CA | 931081059 | NONE | PC | GENERAL OPERATING | $3,000 | |
| HUI NALU O'HAWAII | ||||||||
| PO BOX 26342 | HONOLULU | HI | 968256342 | NONE | PC | GENERAL OPERATING | $2,500 | |
| HELPING HANDS HAWAII | ||||||||
| 2100 N NIMITZ HWY | HONOLULU | HI | 968192218 | NONE | PC | GENERAL OPERATING | $2,000 | |
| WILL GEER THEATRICUM BOTANICUM | ||||||||
| 1419 N TOPANGA CANYON BLVD | TOPANGA | CA | 90290 | NONE | PC | GENERAL OPERATING | $5,000 | |
| FEEDING SAN DIEGO | ||||||||
| 9477 WAPLES STREET SUITE 100 | SAN DIEGO | CA | 92121 | NONE | PC | GENERAL OPERATING | $5,000 | |
| WESTSIDE YOUTH ORCHESTRA | ||||||||
| 6124 BUCKINGHAM PKWY UNIT 409 | CULVER CITY | CA | 902307225 | NONE | PC | GENERAL OPERATING | $3,000 | |
| FEEDING PETS OF THE HOMELESS | ||||||||
| 710 W WASHINGTON ST | CARSON CITY | NV | 897033826 | NONE | PC | GENERAL OPERATING | $2,000 | |
| KITTY BUNGALOW | ||||||||
| 2032 W MARTIN LUTHER KING JR BLVD | LOS ANGELES | CA | 900621433 | NONE | PC | GENERAL OPERATING | $1,500 | |
| FORGOTTEN SOLDIER PROGRAM | ||||||||
| 991 LINCOLN WAY | AUBURN | CA | 956035249 | NONE | PC | GENERAL OPERATING | $3,500 | |
| TRUST WOMEN FOUNDATION INC | ||||||||
| 5107 E KELLOGG DR | WICHITA | KS | 672181625 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ELEMENTAL MUSIC | ||||||||
| 1906 OLYMPIC BLVD | SANTA MONICA | CA | 904044524 | NONE | PC | GENERAL OPERATING | $2,500 | |
| FARMING FOR THE FUTURE ACADEMY INC | ||||||||
| 80 13TH ST E | COLUMBIA FLS | MT | 599124004 | NONE | PC | GENERAL OPERATING | $1,500 | |
| CENTER FOR EDUCATIONAL RESEARCH AND | ||||||||
| PO BOX 632805 | SAN DIEGO | CA | 921632805 | NONE | PC | GENERAL OPERATING | $5,000 | |
| YOUTH SERVICE HAWAII | ||||||||
| PO BOX 61337 | HONOLULU | HI | 968391337 | NONE | PC | GENERAL OPERATING | $2,000 | |
| MARINE APPLIED RESEARCH AND EXPLORATION | ||||||||
| 1230 BRICKYARD COVE RD STE 101 | RICHMOND | CA | 948014169 | NONE | PC | GENERAL OPERATING | $2,500 | |
| POGO PARK | ||||||||
| 2604 ROOSEVELT AVE | RICHMOND | CA | 948041623 | NONE | PC | GENERAL OPERATING | $1,500 | |
| HEARTS TO HOMES FURNISHINGS INC | ||||||||
| 51 LINDBERGH PL | YONKERS | NY | 107072232 | NONE | PC | GENERAL OPERATING | $5,000 | |
| AMERICAN FAMILY HOUSING | ||||||||
| 15161 JACKSON ST | MIDWAY CITY | CA | 926551432 | NONE | PC | GENERAL OPERATING | $5,000 | |
| STRIVE FOUNDATION | ||||||||
| 9124 S MAIN ST | LOS ANGELES | CA | 900033723 | NONE | PC | GENERAL OPERATING | $7,000 | |
| JAMBOREE HOUSING CORPORATION | ||||||||
| 17701 COWAN STE 200 | IRVINE | CA | 926146840 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CANINE SUPPORT TEAMS INC | ||||||||
| 26500 SCOTT RD | MENIFEE | CA | 925849469 | NONE | PC | GENERAL OPERATING | $3,500 | |
| THERAPEUTIC RIDING CENTER OF HUNTINGTON | ||||||||
| PO BOX 2298 | HUNTINGTON BEACH | CA | 926470298 | NONE | PC | GENERAL OPERATING | $1,750 | |
| AQUARIUM OF THE PACIFIC | ||||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | PC | GENERAL OPERATING | $4,500 | |
| SHELTER PROVIDERS OF ORANGE COUNTY INC | ||||||||
| 17821 17TH ST STE 120 | TUSTIN | CA | 927802138 | NONE | PC | GENERAL OPERATING | $10,000 | |
| WORKING WARDROBES | ||||||||
| 17392 DAIMLER STREET | SANTA ANA | CA | 92705 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PANCREATIC CANCER ACTION NETWORK INC | ||||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SCHOLARS HOPE FOUNDATION | ||||||||
| PO BOX 5337 | GARDEN GROVE | CA | 928460337 | NONE | PC | GENERAL OPERATING | $7,500 | |
| OCEAN CONSERVANCY INC | ||||||||
| 340 SW 27 AVE 403 | Miami | FL | 33135 | NONE | PC | GENERAL OPERATING | $5,000 | |
| INFANT WELFARE SOCIETY OF CHICAGO | ||||||||
| 3600 W FULLERTON AVE | CHICAGO | IL | 606472319 | NONE | PC | GENERAL OPERATING | $5,000 | |
| TUTORING CHICAGO | ||||||||
| 2145 N HALSTED ST | CHICAGO | IL | 606144366 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NATIONAL CHILDRENS CANCER SOCIETY INC | ||||||||
| 500 N BROADWAY STE 1850 | SAINT LOUIS | MO | 631022111 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ARCHAEOLOGICAL INSTITUTE OF AMERICA HAWA | ||||||||
| PO BOX 10850 | HONOLULU | HI | 968160850 | NONE | PC | GENERAL OPERATING | $8,000 | |
| SUMMIT LAND CONSERVANCY | ||||||||
| 1665 BONANZA DR | PARK CITY | UT | 840605127 | NONE | PC | GENERAL OPERATING | $5,000 | |
| T'RUAH | ||||||||
| 266 W 37TH ST RM 803 | NEW YORK | NY | 100186669 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PAWS FOR PURPLE HEARTS | ||||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 949519671 | NONE | PC | GENERAL OPERATING | $2,500 | |
| WAGS AND WALKS | ||||||||
| 2236 FEDERAL AVE | LOS ANGELES | CA | 900641404 | NONE | PC | GENERAL OPERATING | $3,000 | |
| STREET BOOKS | ||||||||
| PO BOX 13642 | PORTLAND | OR | 972130642 | NONE | PC | GENERAL OPERATING | $7,500 | |
| DOG IS MY COPILOT | ||||||||
| PO BOX 3399 | JACKSON | WY | 830013399 | NONE | PC | GENERAL OPERATING | $2,500 | |
| BREAKING WALLS INC | ||||||||
| 2 HORATIO ST APT 7C | NEW YORK | NY | 100141642 | NONE | PC | GENERAL OPERATING | $5,000 | |
| A WALK ON WATER INC | ||||||||
| 526 VICTORIA AVE | VENICE | CA | 902914833 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NAPA VALLEY CANDO | ||||||||
| PO BOX 855 | NAPA | CA | 945590855 | NONE | PC | GENERAL OPERATING | $2,500 | |
| LA RIVER KAYAKS | ||||||||
| 2223 S GAFFEY ST | SAN PEDRO | CA | 907315819 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HAWAII VA FOUNDATION | ||||||||
| PO BOX 1708 | KAILUA | HI | 967348708 | NONE | PC | GENERAL OPERATING | $2,500 | |
| OPERATION SAVE THE STREETS | ||||||||
| PO BOX 904 | LANCASTER | CA | 935840904 | NONE | PC | GENERAL OPERATING | $7,500 | |
| ANIMAL RESCUE MISSION | ||||||||
| 1125 N FAIRFAX AVE UNIT 461572 | W HOLLYWOOD | CA | 900468797 | NONE | PC | GENERAL OPERATING | $2,500 | |
| AMERICAN WILD HORSE PRESERVATION CAMPAIG | ||||||||
| PO BOX 1733 | DAVIS | CA | 956171733 | NONE | PC | GENERAL OPERATING | $3,000 | |
| HOLDYOU FOUNDATION INC | ||||||||
| 14347 COLLINS ST | SHERMAN OAKS | CA | 914014613 | NONE | PC | GENERAL OPERATING | $5,000 | |
| STUDIO 70 | ||||||||
| 1009 CAMELIA ST | BERKELEY | CA | 947101521 | NONE | PC | GENERAL OPERATING | $5,000 | |
| FAMILY PROMISE OF OGDEN | ||||||||
| PO BOX 13818 | OGDEN | UT | 844123818 | NONE | PC | GENERAL OPERATING | $2,500 | |
| UTAH SYMPHONY & OPERA | ||||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ADVENTURE RABBI TRIPS | ||||||||
| 825 S BROADWAY | BOULDER | CO | 803055963 | NONE | PC | GENERAL OPERATING | $10,000 | |
| KUPU | ||||||||
| 677 ALA MOANA BLVD STE 1200 | HONOLULU | HI | 968135412 | NONE | PC | GENERAL OPERATING | $8,000 | |
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||||
| 1725 EYE ST NW STE 900 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING | $3,000 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 840 FIRST STREET SUITE 400 | WASHINGTON DC | DC | 20002 | NONE | PC | GENERAL OPERATING | $9,000 | |
| SEEDS OF PEACE INC | ||||||||
| 370 LEXINGTON AVE RM 1201 | NEW YORK | NY | 100176584 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NATIONAL MARITIME HISTORICAL SOCIETY | ||||||||
| 5 JOHN WALSH BLVD | PEEKSKILL | NY | 105665307 | NONE | PC | GENERAL OPERATING | $3,000 | |
| AMERICAN FILM INSTITUTE INC | ||||||||
| 2021 NORTH WESTERN AVENUE | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL OPERATING | $3,000 | |
| BROOKINGS INSTITUTION | ||||||||
| 1775 MASSACHUSETTS AVENUE NW | Washington DC | DC | 20036 | NONE | PC | GENERAL OPERATING | $2,500 | |
| AMERICAN HISTORICAL ASSOCIATION | ||||||||
| 400 A ST SE | WASHINGTON | DC | 200033807 | NONE | PC | GENERAL OPERATING | $2,500 | |
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | PC | GENERAL OPERATING | $2,500 | |
| AMERICAN BATTLEFIELD TRUST | ||||||||
| 1156 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $2,500 | |
| HOMES FOR OUR TROOPS INC | ||||||||
| SIX MAIN STREET | TAUNTON | MA | 02780 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COMMUNITY LAWYERS INC | ||||||||
| 1216 E COMPTON BLVD | COMPTON | CA | 902213310 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ST JAMES EPISCOPAL CHURCH | ||||||||
| 806 COLLEGE AVE | LENOIR | NC | 28645 | NONE | PC | GENERAL OPERATING | $3,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| 3729 S HICKORY RIDGE MALL | MEMPHIS | TN | 381158804 | NONE | PC | GENERAL OPERATING | $2,000 | |
| BEREA COLLEGE | ||||||||
| LINCOLN HALL 220 | BEREA | KY | 404040001 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ST JOHNS CENTER INC | ||||||||
| 700 EAST MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL OPERATING | $2,000 | |
| SACRAMENTO LOAVES AND FISHES | ||||||||
| 1351 NORTH C ST | SACRAMENTO | CA | 95811 | NONE | PC | GENERAL OPERATING | $5,000 | |
| EDUCATION THROUGH MUSIC INC | ||||||||
| PO BOX 4274 | STOCKTON | CA | 952040274 | NONE | PC | GENERAL OPERATING | $2,500 | |
| SRAVASTI ABBEY CORP | ||||||||
| 692 COUNTRY LN | NEWPORT | WA | 991569658 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CENTER FOR MUSIC BY PEOPLE WITH | ||||||||
| 415 W CENTRAL AVE | MISSOULA | MT | 598016813 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NAMI COLORADO | ||||||||
| 3333 SOUTH BANNOCK STREET SUITE 43 | ENGLEWOOD | CO | 801102432 | NONE | PC | GENERAL OPERATING | $5,500 | |
| SANTA MONICA CONSERVANCY | ||||||||
| 2520 2ND ST | SANTA MONICA | CA | 904053514 | NONE | PC | GENERAL OPERATING | $4,000 | |
| NORTH AMERICAN VICTORIAN STUDIES | ||||||||
| 190 TUXEDO RD | ATHENS | GA | 306063166 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CHILD ADVOCATES OF SILICON VALLEY INC | ||||||||
| 509 VALLEY WAY BUILDING 2 | MILIPITAS | CA | 95035 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SHARED ADVENTURES | ||||||||
| PO BOX 396 | SANTA CRUZ | CA | 950610396 | NONE | PC | GENERAL OPERATING | $2,000 | |
| PEACEFUL VALLEY DONKEY RESCUE | ||||||||
| 8317 DUCKWORTH RD | SAN ANGELO | TX | 76905 | NONE | PC | GENERAL OPERATING | $2,500 | |
| READING PARTNERS | ||||||||
| 180 GRAND AVE STE 800 | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING | $5,000 | |
| TEACHERS ACROSS BORDERS | ||||||||
| 427 DETROIT ST | DENVER | CO | 802064311 | NONE | PC | GENERAL OPERATING | $5,000 | |
| UP VALLEY FAMILY CENTERS OF NAPA COUNTY | ||||||||
| 1440 SPRING ST | SAINT HELENA | CA | 945742038 | NONE | PC | GENERAL OPERATING | $2,500 | |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||||
| PO BOX 7159 | MISSOULA | MT | 598077159 | NONE | PC | GENERAL OPERATING | $1,500 | |
| HAWAII MARINE ANIMAL ALLIANCE INC | ||||||||
| 150 HAMAKUA DR | KAILUA | HI | 967342825 | NONE | PC | GENERAL OPERATING | $3,000 | |
| SAVE PEOPLE SAVE WILDLIFE | ||||||||
| 4474 HIDDEN COVE RD | PARK CITY | UT | 840984723 | NONE | PC | GENERAL OPERATING | $3,000 | |
| HONOLULU CIVIL BEAT INC | ||||||||
| 3465 WAIALAE AVE STE 200 | HONOLULU | HI | 968162638 | NONE | PC | GENERAL OPERATING | $8,000 | |
| FOTC SF BAY AREA | ||||||||
| 111 QUINT ST | SAN FRANCISCO | CA | 941241403 | NONE | PC | GENERAL OPERATING | $6,000 | |
| APEX OPPORTUNITIES INC | ||||||||
| 216 S CITRUS ST STE 357 | WEST COVINA | CA | 917912144 | NONE | PC | GENERAL OPERATING | $8,500 | |
| HILLEL THE FOUNDATION FOR JEWISH | ||||||||
| 1441 W NORRIS ST | PHILADELPHIA | PA | 191213327 | NONE | PC | GENERAL OPERATING | $16,000 | |
| SPECIAL EDUCATION LEADER FELLOWSHIP | ||||||||
| 4640 S CARROLLTON AVE STE 100 | NEW ORLEANS | LA | 701196085 | NONE | PC | GENERAL OPERATING | $5,000 | |
| JEWISH FAMILY SERVICE OF COLORADO INC | ||||||||
| 3201 SOUTH TAMARAC DR | DENVER | CO | 80231 | NONE | PC | GENERAL OPERATING | $5,000 | |
| EPILEPSY FOUNDATION OF COLORADO | ||||||||
| 5889 GREENWOOD PLAZA BLVD | GREENWOOD VILLAGE | CO | 801112505 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CROW CANYON ARCHAEOLOGICAL CENTER | ||||||||
| 23390 ROAD K | CORTEZ | CO | 81321 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PROJECT ANGEL HEART | ||||||||
| 4950 WASHINGTON STREET | DENVER | CO | 80216 | NONE | PC | GENERAL OPERATING | $2,500 | |
| COMPASSION AND CHOICES | ||||||||
| 101 SW MADISON STREET 8009 | PORTLAND | OR | 97207 | NONE | PC | GENERAL OPERATING | $7,500 | |
| THE CITY TUTORS INC | ||||||||
| 9224 QUEENS BLVD UNIT 740621 | REGO PARK | NY | 113747021 | NONE | PC | GENERAL OPERATING | $15,000 | |
| HEAR YOUR SONG INC | ||||||||
| 140 E 56TH ST APT 11A | NEW YORK | NY | 100223625 | NONE | PC | GENERAL OPERATING | $3,000 | |
| GRAND CANYON TRUST INC | ||||||||
| 2601 NORTH FORT VALLEY RD | FLAGSTAFF | AZ | 86001 | NONE | PC | GENERAL OPERATING | $5,000 | |
| HUMANE SOCIETY OF UTAH | ||||||||
| 4242 SOUTH 300 WEST | MURRAY | UT | 84107 | NONE | PC | GENERAL OPERATING | $2,500 | |
| LISTENERS COMMUNITY RADIO OF UTAH INC KR | ||||||||
| 535 W 300 N STE A | SALT LAKE CTY | UT | 841164642 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NUZZLES & CO | ||||||||
| 6699 N LANDMARK DR STE B103 | PARK CITY | UT | 840986420 | NONE | PC | GENERAL OPERATING | $3,000 | |
| VITAL GROUND FOUNDATION INC | ||||||||
| 20 FORT MISSOULA RD | MISSOULA | MT | 598047203 | NONE | PC | GENERAL OPERATING | $3,500 | |
| ADOPT-A-NATIVE-ELDER | ||||||||
| 328 WEST GREGSON AVENUE | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL OPERATING | $4,500 | |
| UNIVERSITY OF UTAH | ||||||||
| 201 PRESIDENTS CIR RM 411 | SALT LAKE CITY | UT | 841129022 | NONE | PC | GENERAL OPERATING | $6,000 | |
| BUILD FUTURES | ||||||||
| 18822 BEACH BLVD STE 211 | HUNTINGTON BEACH | CA | 926482080 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NATIONAL COURT APPOINTED SPECIAL | ||||||||
| 1625 MASSACHUSETTS AVENUE NW | Washington | DC | 20036 | NONE | PC | SCHOLARSHIP | $4,000 | ADVOCATES |
| HABITAT FOR HUMANITY | ||||||||
| 285 PEACHTREE CENTER AVE | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $5,250 | |
| PAWS & HEARTS | ||||||||
| 74133 EL PASEO STE 7 | PALM DESERT | CA | 922604122 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CONGREGATION BETH ISRAEL | ||||||||
| 1972 NW FLANDERS | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 | |
| DOGS FOR THE DEAF INC | ||||||||
| 10175 WHEELER RD | CENTRAL POINT | OR | 97502 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CALIFORNIA STATE UNIVERSITY | ||||||||
| 2625 EAST MATOIAN WAY MS SH124 | FRESNO | CA | 937400001 | NONE | PC | GENERAL OPERATING | $13,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL OPERATING | $2,000 | |
| STILES HALL | ||||||||
| 2400C BANCROFT WAY | BERKELEY | CA | 947041609 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CURIODYSSEY | ||||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | NONE | PC | GENERAL OPERATING | $1,500 | |
| CATHOLIC CHARITIES | ||||||||
| 1555 39TH AVE | SAN FRANCISCO | CA | 94122 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CALIFORNIA STATE PARKS FOUNDATION | ||||||||
| 33 NEW MONTGOMERY ST STE 520 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL OPERATING | $3,000 | |
| BERKELEY YOUTH ALTERNATIVES | ||||||||
| 1255 ALLSTON WAY | BERKELEY | CA | 947021833 | NONE | PC | GENERAL OPERATING | $2,000 | |
| SANTA ROSA JUNIOR COLLEGE FOUNDATION | ||||||||
| 1501 MENDOCINO AVE | SANTA ROSA | CA | 954014332 | NONE | PC | GENERAL OPERATING | $2,500 | |
| INTERNATIONAL BIRD RESCUE | ||||||||
| 4369 CORDELIA RD | FAIRFIELD | CA | 945344201 | NONE | PC | GENERAL OPERATING | $1,500 | |
| SWORDS TO PLOWSHARES VETERANS RIGHTS | ||||||||
| 1060 HOWARD ST | SAN FRANCISCO | CA | 941032820 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CANINE COMPANIONS FOR INDEPENDENCE INC | ||||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | NONE | PC | GENERAL OPERATING | $2,500 | |
| ONEJUSTICE | ||||||||
| 433 CALIFORNIA ST STE 815 | SAN FRANCISCO | CA | 941042012 | NONE | PC | GENERAL OPERATING | $3,500 | |
| PARK CITY HISTORICAL SOCIETY INC | ||||||||
| PO BOX 555 | PARK CITY | UT | 840600481 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CONSERVATION CORPS NORTH BAY INC | ||||||||
| 11 PIMENTEL CT | NOVATO | CA | 949495661 | NONE | PC | GENERAL OPERATING | $7,500 | |
| CALIFORNIA HUMANITIES | ||||||||
| 538 9TH ST STE 210 | OAKLAND | CA | 946073980 | NONE | PC | GENERAL OPERATING | $5,000 | |
| TAWONGA JEWISH COMMUNITY CORPORATION | ||||||||
| 131 STEUART ST STE 460 | SAN FRANCISCO | CA | 941051240 | NONE | PC | GENERAL OPERATING | $2,500 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 2195 HEARST AVE RM 120 MC 1104 | BERKELEY | CA | 947201083 | NONE | PC | GENERAL OPERATING | $5,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||
| 1995 UNIVERSITY AVE STE 401 | BERKELEY | CA | 947041058 | NONE | PC | GENERAL OPERATING | $7,500 | |
| HESPERIAN HEALTH GUIDES | ||||||||
| 2860 TELEGRAPH AVE | OAKLAND | CA | 946093607 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HEALTHRIGHT 360 | ||||||||
| 1563 MISSION STREET NO 2050 | SAN FRANCISCO | CA | 941032543 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL OPERATING | $2,000 | |
| INTERNATIONAL GUIDING EYES INC | ||||||||
| 13445 GLENOAKS BOULEVARD | SYLMAR | CA | 91342 | NONE | PC | GENERAL OPERATING | $3,000 | |
| BRAILLE INSTITUTE OF AMERICA INC | ||||||||
| 741 NORTH VERMONT AVE | LOS ANGELES | CA | 90029 | NONE | PC | GENERAL OPERATING | $5,000 | |
| JOHN TRACY CLINIC | ||||||||
| 806 W ADAMS BLVD | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL OPERATING | $3,000 | |
| OPTIMIST BOYS HOME AND RANCH | ||||||||
| 6957 N FIGUEROA ST | LOS ANGELES | CA | 900421245 | NONE | PC | GENERAL OPERATING | $2,500 | |
| BOYS AND GIRLS CLUBS OF LONG BEACH | ||||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 908074018 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MARSHALL B KETCHUM UNIVERSITY | ||||||||
| 2575 YORBA LINDA BLVD | FULLERTON | CA | 928311615 | NONE | PC | GENERAL OPERATING | $7,500 | |
| VISTA DEL MAR CHILD AND FAMILY SERVICES | ||||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ZOOLOGICAL SOCIETY OF SAN DIEGO | ||||||||
| PO BOX 120551 | SAN DIEGO | CA | 921120551 | NONE | PC | GENERAL OPERATING | $4,250 | |
| JEWISH FREE LOAN ASSOCIATION | ||||||||
| 6505 WILSHIRE BLVD STE 715 | LOS ANGELES | CA | 900484958 | NONE | PC | GENERAL OPERATING | $3,000 | |
| WILSHIRE BOULEVARD TEMPLE | ||||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 900102703 | NONE | PC | GENERAL OPERATING | $7,500 | |
| MUSEUM OF VENTURA COUNTY | ||||||||
| 100 EAST MAIN STREET | VENTURA | CA | 93001 | NONE | PC | GENERAL OPERATING | $3,500 | |
| RAND CORPORATION | ||||||||
| 1776 MAIN ST | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL OPERATING | $5,000 | |
| WAYFINDER FAMILY SERVICES | ||||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COMMUNITY LEGAL AID SOCAL | ||||||||
| 2101 N TUSTIN AVE | SANTA ANA | CA | 927057819 | NONE | PC | GENERAL OPERATING | $5,000 | |
| LOS ANGELES OPERA COMPANY | ||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING | $3,500 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | ||||||||
| 700 EXPOSITION PARK DR | LOS ANGELES | CA | 90037 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PERFORMING ARTS CENTER OF LOS ANGELES | ||||||||
| 135 NORTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING | $5,000 | |
| AIRPORT MARINA COUNSELING SERVICE | ||||||||
| 7891 LA TIJERA BLVD | LOS ANGELES | CA | 900453145 | NONE | PC | GENERAL OPERATING | $4,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 900244201 | NONE | PC | GENERAL OPERATING | $62,000 | |
| MUSEUM ASSOCIATES | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 900364504 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BOYS AND GIRLS CLUB OF VISTA INC | ||||||||
| 410 W CALIFORNIA AVE | VISTA | CA | 920833534 | NONE | PC | GENERAL OPERATING | $2,500 | |
| JEWISH FAMILY & CHILDREN'S SERVICE | ||||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 908151734 | NONE | PC | GENERAL OPERATING | $7,500 | |
| LOS ANGELES MASTER CHORALE ASSOCIATION | ||||||||
| 135 NORTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING | $3,500 | |
| GREATER LOS ANGELES ZOO ASSOCIATION | ||||||||
| 5333 ZOO DR | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 W 30TH ST | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CENTER THEATRE GROUP OF LOS ANGELES | ||||||||
| 601 W TEMPLE ST NO 13 | LOS ANGELES | CA | 900122621 | NONE | PC | GENERAL OPERATING | $3,500 | |
| THE COLBURN SCHOOL | ||||||||
| 200 S GRAND AVE | LOS ANGELES | CA | 900123007 | NONE | PC | GENERAL OPERATING | $10,000 | |
| TIERRA DEL SOL FOUNDATION | ||||||||
| 9919 SUNLAND BLVD | SUNLAND | CA | 910401529 | NONE | PC | GENERAL OPERATING | $5,000 | |
| YOUTH EMPLOYMENT SERVICE OF THE HARBOR A | ||||||||
| 3720 S SUSAN ST STE 110 | SANTA ANA | CA | 927046958 | NONE | PC | GENERAL OPERATING | $2,500 | |
| VENICE FAMILY CLINIC | ||||||||
| 604 ROSE AVE | VENICE | CA | 90291 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ELDERHELP OF SAN DIEGO | ||||||||
| 5095 MURPHY CANYON RD STE 100 | SAN DIEGO | CA | 921234347 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CULVER PALMS MEALS ON WHEELS | ||||||||
| 4427 OVERLAND AVE | CULVER CITY | CA | 902304118 | NONE | PC | GENERAL OPERATING | $7,500 | |
| WESTERN CENTER ON LAW AND POVERTY | ||||||||
| 3701 WILSHIRE BOULEVARD SUITE 208 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING | $5,000 | |
| WESTSIDE FAMILY HEALTH CENTER | ||||||||
| 3861 SEPULVEDA BLVD | CULVER CITY | CA | 902304605 | NONE | PC | GENERAL OPERATING | $3,000 | |
| AHEAD WITH HORSES INC | ||||||||
| 10157 JOHANNA AVE | SHADOW HILLS | CA | 910401637 | NONE | PC | GENERAL OPERATING | $2,000 | |
| FULFILLMENT FUND | ||||||||
| 6100 WILSHIRE BLVD STE 600 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL OPERATING | $5,000 | |
| LOS ANGELES CONSERVANCY | ||||||||
| 523 WEST SIXTH STREET SUITE 826 | LOS ANGELES | CA | 90014 | NONE | PC | GENERAL OPERATING | $4,000 | |
| GRIFFITH OBSERVATORY FOUNDATION | ||||||||
| 12100 WILSHIRE BLVD STE 1150 | LOS ANGELES | CA | 900257117 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ARCHAEOLOGICAL CONSERVANCY | ||||||||
| 1717 GIRARD BOULEVARD NE | Albuquerque | NM | 87106 | NONE | PC | GENERAL OPERATING | $2,500 | |
| MANNA CONEJO VALLEY FOOD | ||||||||
| PO BOX 1114 | Thousand Oaks | CA | 913580114 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COMMUNITY RESOURCE CENTER | ||||||||
| 650 2ND ST | ENCINITAS | CA | 920243560 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CENTER FOR CIVIC EDUCATION | ||||||||
| 5115 DOUGLAS FIR RD STE J | CALABASAS | CA | 913022590 | NONE | PC | GENERAL OPERATING | $3,500 | |
| FOODBANK OF SOUTHERN CALIFORNIA | ||||||||
| 1444 SAN FRANCISCO AVE | LONG BEACH | CA | 90813 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MUSEUM OF NEON ART | ||||||||
| 216 SOUTH BRAND BOULEVARD | GLENDALE | CA | 91204 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ICEC | ||||||||
| 17461 DERIAN AVE | IRVINE | CA | 926145843 | NONE | PC | GENERAL OPERATING | $2,500 | |
| LACER AFTERSCHOOL PROGRAMS | ||||||||
| 1277 NORTH WILCOX 2 | Los Angeles | CA | 900381435 | NONE | PC | GENERAL OPERATING | $2,000 | |
| THE MAESTRO FOUNDATION | ||||||||
| 224 15TH ST | SANTA MONICA | CA | 904022210 | NONE | PC | GENERAL OPERATING | $7,000 | |
| LOS ANGELES EDUCATION PARTNERSHIP | ||||||||
| 1541 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HARRIET BUHAI CENTER FOR FAMILY LAW | ||||||||
| 3250 WILSHIRE BLVD STE 710 | LOS ANGELES | CA | 900101509 | NONE | PC | GENERAL OPERATING | $6,000 | |
| AUTRY MUSEUM OF THE AMERICAN WEST | ||||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 900271462 | NONE | PC | GENERAL OPERATING | $8,000 | |
| PEOPLE ASSISTING THE HOMELESS | ||||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 900043504 | NONE | PC | GENERAL OPERATING | $2,000 | |
| LOS ANGELES CONSERVATION CORPS | ||||||||
| 1400 N SPRING ST | LOS ANGELES | CA | 900121924 | NONE | PC | GENERAL OPERATING | $2,000 | |
| VALLEY FAMILY CENTER | ||||||||
| 302 S BRAND BLVD | SAN FERNANDO | CA | 913403611 | NONE | PC | GENERAL OPERATING | $5,000 | |
| UNIVERSITY CAMPS | ||||||||
| 2131 JOHN WOODEN CENTER | LOS ANGELES | CA | 900950001 | NONE | PC | GENERAL OPERATING | $2,500 | |
| SANTA MONICA MOUNTAINS FUND | ||||||||
| 401 W HILLCREST DR | THOUSAND OAKS | CA | 913604223 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PUENTE LEARNING CENTER | ||||||||
| 501 SOUTH BOYLE AVE | LOS ANGELES | CA | 90033 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 900121804 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ALLIANCE FOR CHILDRENS RIGHTS | ||||||||
| 3333 WILSHIRE BLVD STE 550 | LOS ANGELES | CA | 900104123 | NONE | PC | GENERAL OPERATING | $2,500 | |
| LIBRARY FOUNDATION OF LOS ANGELES | ||||||||
| 630 WEST FIFTH STREET | LOS ANGELES | CA | 90071 | NONE | PC | GENERAL OPERATING | $3,000 | |
| SKIRBALL CULTURAL CENTER | ||||||||
| 2701 NORTH SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL OPERATING | $4,000 | |
| NO LIMITS THEATER GROUP INC | ||||||||
| 9801 WASHINGTON BLVD 2ND FL | CULVER CITY | CA | 902322723 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ALEXANDER HAMILTON HIGH SCHOOL ALUM ASS | ||||||||
| PO BOX 64340 | LOS ANGELES | CA | 900640340 | NONE | PC | GENERAL OPERATING | $7,500 | |
| CHAMBER MUSIC PALISADES INC | ||||||||
| 1043 VILLA GROVE DR | PACIFIC PLSDS | CA | 902723947 | NONE | PC | GENERAL OPERATING | $6,000 | |
| THE GABRIELLA FOUNDATION | ||||||||
| 222 E 16TH STREET UNIT E | LOS ANGELES | CA | 900153616 | NONE | PC | GENERAL OPERATING | $3,000 | |
| GENTLE BARN FOUNDATION | ||||||||
| 15825 SIERRA HWY | SANTA CLARITA | CA | 913904731 | NONE | PC | GENERAL OPERATING | $3,000 | |
| UNCOMMON GOOD | ||||||||
| 211 W FOOTHILL BLVD | CLAREMONT | CA | 917112708 | NONE | PC | GENERAL OPERATING | $2,500 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 WEST BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING | $2,500 | |
| THE HARMONY PROJECT | ||||||||
| 4322 WILSHIRE BLVD STE 101 | LOS ANGELES | CA | 900103737 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION | ||||||||
| 358 S BOYLE AVE | LOS ANGELES | CA | 900333813 | NONE | PC | GENERAL OPERATING | $2,000 | |
| THE SANTA MONICA COLLEGE FOUNDATION | ||||||||
| 2714 PICO BLVD 230 | SANTA MONICA | CA | 904051918 | NONE | PC | GENERAL OPERATING | $3,500 | |
| THEATRE WEST INC | ||||||||
| 3333 CAHUENGA BLVD W | LOS ANGELES | CA | 900681327 | NONE | PC | GENERAL OPERATING | $2,500 | |
| THE HARTFORD | ||||||||
| CO MARK LUEVANO | CALABASAS | CA | 91302 | NONE | PC | GENERAL OPERATING | $500 | |
| PUNAHOU SCHOOL | ||||||||
| 1601 PUNAHOU ST | HONOLULU | HI | 968223336 | NONE | PC | GENERAL OPERATING | $5,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||||
| 1314 S KING ST STE B | HONOLULU | HI | 968141956 | NONE | PC | GENERAL OPERATING | $78,500 | |
| BIG BROTHERS BIG SISTERS HAWAII INC | ||||||||
| 418 KUWILI ST STE 106 | HONOLULU | HI | 968175364 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HAWAII PACIFIC UNIVERSITY | ||||||||
| 500 ALA MOANA BLVD STE 6420 | HONOLULU | HI | 968134927 | NONE | PC | GENERAL OPERATING | $3,500 | |
| HAWAII PERFORMING ARTS COMPANY LTD | ||||||||
| 2833 EAST MANOA RD | HONOLULU | HI | 968221823 | NONE | PC | GENERAL OPERATING | $5,000 | |
| HAWAII COUNCIL FOR THE HUMANITIES | ||||||||
| 3599 WAIALAE AVE STE 25 | HONOLULU | HI | 968162759 | NONE | PC | GENERAL OPERATING | $10,500 | |
| WAIKIKI HEALTH | ||||||||
| 277 OHUA AVE | HONOLULU | HI | 968156612 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CHAMBER MUSIC HAWAII | ||||||||
| PO BOX 61939 | HONOLULU | HI | 968391939 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HAWAII FOOD BANK | ||||||||
| 2611 KILIHAU ST | HONOLULU | HI | 96819 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CONGREGATION SOF MA'RAV | ||||||||
| PO BOX 10850 | HONOLULU | HI | 968160850 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PACIFIC HEALTH MINISTRY | ||||||||
| 1245 YOUNG ST | HONOLULU | HI | 968141958 | NONE | PC | GENERAL OPERATING | $10,000 | |
| JEWISH COMMUNITY SERVICES | ||||||||
| PO BOX 235805 | HONOLULU | HI | 968233513 | NONE | PC | GENERAL OPERATING | $25,000 | |
| LOVE A CAT CHARITY | ||||||||
| 2336 ANINI PL | PEARL CITY | HI | 967821135 | NONE | PC | GENERAL OPERATING | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,453,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $531,536 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $433,957 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| STATE TAX REFUND - | 1 | $10 |
| FEDERAL TAX REFUND | 1 | $479 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $965,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $965,982 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $769 | Amt |
| Disbursements Charitable Prps | $769 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (40 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 037833DY3 APPLE INC | $50,095 | $40,223 |
| 42824CBK4 HP ENTERPRISE CO | $101,214 | $91,185 |
| 961214EC3 WESTPAC BANKING CORP | $101,055 | $98,839 |
| 064159KD7 BANK OF NOVA SCOTIA | ||
| 912828ZQ6 US TREASURY NOTE | $139,094 | $118,998 |
| 14040HBD6 CAPITAL ONE FINANCIA | ||
| 91282CAV3 US TREASURY NOTE | $48,805 | $40,024 |
| 912828YX2 US TREASURY NOTE | $131,147 | $114,580 |
| 9128282R0 US TREASURY NOTE | $157,888 | $138,498 |
| 548661DX2 LOWE'S COS INC | $49,667 | $42,287 |
| 92343VGG3 VERIZON COMMUNICATIO | $100,701 | $90,712 |
| 9128286F2 US TREASURY NOTE | $97,228 | $85,447 |
| 377372AH0 GLAXOSMITHKLINE CAP | ||
| 9128284V9 US TREASURY NOTE | $83,162 | $70,319 |
| 654106AK9 NIKE INC | $133,670 | $107,124 |
| 459200KJ9 IBM CORP | $122,714 | $98,960 |
| 06406RAG2 BANK OF NY MELLON CO | ||
| 912828YM6 US TREASURY NOTE | $149,080 | $143,666 |
| 023135BS4 AMAZON.COM INC | $102,275 | $81,295 |
| 912828WJ5 US TREASURY NOTE 2.5 | $124,835 | $122,451 |
| 3135G03U5 FED NATL MTG ASSN | $99,989 | $93,145 |
| 9128285M8 US TREASURY NOTE | $169,061 | $142,026 |
| 912828M80 US TREASURY NOTE | ||
| 912828G38 US TREASURY NOTE 2.2 | $44,984 | $43,423 |
| 125523CP3 CIGNA CORP | $99,920 | $90,357 |
| 316773CY4 FIFTH THIRD BANCORP | $85,291 | $80,883 |
| 02665WCZ2 AMERICAN HONDA FINAN | $91,728 | $87,603 |
| 37940XAE2 GLOBAL PAYMENTS INC | ||
| 49271VAQ3 KEURIG DR PEPPER INC | $61,773 | $59,581 |
| 912828X88 US TREASURY NOTE 2.3 | $147,614 | $139,595 |
| 91282CCB5 US TREASURY NOTE | $101,703 | $83,762 |
| 56501RAK2 MANULIFE FINANCIAL | $49,660 | $45,782 |
| 91282CEP2 US TREASURY NOTE | $148,002 | $136,319 |
| 053332BC5 AUTOZONE INC | $49,200 | $48,651 |
| 55336VBU3 MPLX LP | $48,812 | $47,236 |
| 70450YAK9 PAYPAL HOLDINGS INC | $48,119 | $48,326 |
| 9128285T3 US TREASURY NOTE | $95,645 | $95,402 |
| 9128286X3 US TREASURY NOTE | $95,254 | $93,707 |
| 91282CGM7 US TREASURY NOTE | $84,585 | $80,949 |
| 91282CHC8 US TREASURY NOTE | $95,657 | $94,203 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 92343V104 VERIZON COMMUNICATIO | $21,561 | $31,237 |
| 023135106 AMAZON COM INC COM | $45,435 | $132,490 |
| 097023105 BOEING CO | $67,950 | $108,206 |
| 037833100 APPLE INC | $17,642 | $678,399 |
| 17275R102 CISCO SYSTEMS INC | $35,298 | $189,599 |
| 911312106 UNITED PARCEL SERVIC | $131,341 | $110,957 |
| 532457108 ELI LILLY & CO COM | $99,792 | $207,825 |
| 91324P102 UNITEDHEALTH GROUP I | $180,493 | $216,367 |
| 02079K305 ALPHABET INC CL A | ||
| 907818108 UNION PACIFIC CORP | $29,959 | $215,276 |
| 30303M102 META PLATFORMS INC | $56,661 | $182,268 |
| 742718109 PROCTER & GAMBLE CO | $677 | $52,321 |
| 438516106 HONEYWELL INTERNATIO | $7,326 | $45,294 |
| 02079K107 ALPHABET INC CL C | $59,695 | $488,966 |
| 512807108 LAM RESEARCH CORP CO | $66,623 | $73,050 |
| 68622V106 ORGANON & CO | ||
| 084670702 BERKSHIRE HATHAWAY I | $18,696 | $82,846 |
| 75513E101 RTX CORP | $152,164 | $148,419 |
| 09857L108 BOOKING HOLDINGS INC | $100,976 | $142,831 |
| 46625H100 JPMORGAN CHASE & CO | $69,628 | $293,538 |
| 58933Y105 MERCK & CO INC NEW | $37,086 | $290,977 |
| 871829107 SYSCO CORP | ||
| 594918104 MICROSOFT CORP | $349,220 | $511,306 |
| 94106L109 WASTE MANAGEMENT INC | $190,206 | $183,433 |
| 867224107 SUNCOR ENERGY INC NE | $122,987 | $127,999 |
| 150870103 CELANESE CORP | $155,007 | $112,334 |
| 460690100 INTERPUBLIC GROUP CO | $67,479 | $78,557 |
| 883556102 THERMO FISHER SCIENT | $65,652 | $66,295 |
| 517834107 LAS VEGAS SANDS CORP | ||
| 87612E106 TARGET CORP | $67,897 | $57,580 |
| 285512109 ELECTRONIC ARTS INC | $120,433 | $117,580 |
| 09247X101 BLACKROCK INC | $67,312 | $75,658 |
| 25243Q205 DIAGEO PLC - ADR | $121,678 | $95,746 |
| 92826C839 VISA INC-CLASS A SHR | $146,639 | $163,377 |
| 31620M106 FIDELITY NATL INFORM | ||
| 418056107 HASBRO INC | ||
| 654106103 NIKE INC CL B | $61,023 | $39,463 |
| 89151E109 TOTALENERGIES SE -SP | $141,331 | $171,367 |
| 09260D107 BLACKSTONE INC | $115,431 | $100,626 |
| 126650100 CVS HEALTH CORPORATI | ||
| 11135F101 BROADCOM INC | $217,113 | $308,245 |
| 00724F101 ADOBE INC | $81,674 | $95,088 |
| 007903107 ADVANCED MICRO DEVIC | $56,367 | $71,890 |
| 172967424 CITIGROUP INC. | $51,760 | $41,290 |
| 437076102 HOME DEPOT INC | $63,089 | $62,757 |
| 56501R106 MANULIFE FINANCIAL C | $122,168 | $116,609 |
| 580135101 MCDONALDS CORP | $81,503 | $78,722 |
| 855244109 STARBUCKS CORP COM | $81,732 | $78,926 |
| 891160509 TORONTO DOMINION BK | $85,183 | $86,024 |
| G29183103 EATON CORP PLC | $32,294 | $46,074 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 921937827 VANGUARD SHORT TERM | |||
| 464287226 ISHARES CORE U.S. AG | AT COST | $3,524,223 | $3,099,536 |
| 921943858 VANGUARD FTSE DEVELO | AT COST | $886,102 | $817,964 |
| 922042858 VANGUARD FTSE EMERGI | AT COST | $1,145,284 | $912,736 |
| 922031760 VANGUARD HIGH YIELD | AT COST | $704,541 | $623,477 |
| 922908629 VANGUARD MIDCAP VIPE | AT COST | $1,999,856 | $2,199,317 |
| 922908751 VANGUARD SMALL CAP V | AT COST | $949,477 | $1,043,145 |
| 90353DAZ8 UBS COMMERCIAL MORT | AT COST | $101,160 | $92,248 |
| 78462F103 SPDR S & P 500 ETF T | AT COST | $1,091,616 | $1,219,548 |
| 46090F100 INVESCO OPTIMUM YIEL | AT COST | $435,157 | $372,895 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| POAI CARRYOVER | $465 |
| MUTUAL FUND TIMING ADJ | $1,887 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES- ADR FEES | $167 | $167 | $0 |
| MISCELLANEOUS EXPENSES | $7,395 | $0 | $7,395 |
| PARKING | $2,632 | $0 | $2,632 |
| RENT EXPENSE | $25,950 | $0 | $25,950 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE TAX REFUND - PRINCIPAL | $10 | $0 |
| FEDERAL TAX REFUND | $479 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| WASH SALE DISALLOWED | $1,300 |
| COST BASIS ADJ | $201 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $8,935 | $8,935 |
| TEAM RISK STRATEGIES FEES | $78,402 | $78,402 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,916 | $4,916 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $15,040 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,131 | $1,131 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,882 | $1,882 | $0 |
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