THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION (EIN 33-0686779)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-10-11
- IRS object ID
- 202422859349100812
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-11T13:40:02-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330686779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUDOLPH J & DAPHNE A MUNZER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDO | BusinessNameControlTxt |
| Phone | 5629127732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 EAST SPRING STREET 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL WARREN MUNZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5629127732 | PhoneNum |
| Signature | 2024-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELEANOR A LIVINGSTON CPA MST | PreparerPersonNm |
| PTIN | P00226461 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2024-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $88,179,916 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $505,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,893,150 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $674,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,958,165 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $606,039 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,179,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,499,189 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $231,960 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,195 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $208,765 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,624 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,162 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $55,462 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,389 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,561 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $545,233 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $501,733 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,669 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $203,892 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $140,507 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,620 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,057 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $379 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $379 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,244 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,154,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $687,986 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $371,137 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,454,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,223,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,609,687 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $687,986 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,594,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,430,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,811,203 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $373,909 | CashBOYAmt |
| Cash EOY | $65,361 | CashEOYAmt |
| Cash EOYFMV | $65,361 | CashEOYFMVAmt |
| Acct Rcvbl | $75,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $75,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $75,000 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,360 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $31,883 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $31,883 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $8,862 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $108,343,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $87,998,484 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $87,998,484 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,312 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,167 | LandBOYAmt |
| Land EOY | $9,188 | LandEOYAmt |
| Land EOYFMV | $9,188 | LandEOYFMVAmt |
| Total Assets BOY | $108,732,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,179,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,179,916 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $151,593 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $117,603 | AccountsPayableEOYAmt |
| Grants Payable BOY | $112,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $243,750 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $264,093 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $361,353 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $108,468,024 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $87,818,563 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,468,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,818,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,732,117 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,179,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,468,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,430,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $104,037,789 | SubtotalAmt |
| Other Decreases | $16,219,226 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,818,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-12-30 | 2022-12-31 | $11,899,371 | $11,899,371 | $0 | $0 | ||
| SUSTAINABLE MULTI-ASSET GROWTH FUND | 2021-12-30 | 2022-12-31 | $5,286,682 | -$5,286,682 | -$5,286,682 | P | ||
| SUSTAINABLE BOND FUND | 2021-12-30 | 2022-12-31 | $901,316 | -$901,316 | -$901,316 | P | ||
| HALBERT HARGROVE | 2017-12-15 | 2022-12-31 | $9,340 | $10,526 | -$1,186 | -$1,186 | $0 | |
| PRIVATE MARKETS FUND | 2021-12-30 | 2022-12-31 | $49,454 | $49,454 | $49,454 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,139,730 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,176 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,176 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,176 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,957 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,957 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,781 | OverpaymentAmt |
| Applied To ES Tax | $25,781 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://MUNZERFDN.ORG/ | WebsiteAddressTxt |
| Individual With Books | ZAYDA L GARCIA | IndividualWithBooksNm |
| Phone | 5629127732 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 E SPRING STREET SUITE 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL WARREN MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| ANNE BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| DANA BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JOHN G BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| KIRSTEN BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| DANIEL WAYNE MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| ELIZABETH MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JAMES R MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JEFFREY R MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| NICOLE C MUNZER FINGLETON | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ZAYDA GARCIA | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | EXECUTIVE DIRECTOR | 40.00 | $116,103 | $14,731 | $0 |
| MONICA OCHOA | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | PROGRAM ASSOCIATE | 40.00 | $63,790 | $12,452 | $0 |
| JERI LYNNE CULLISON | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | ADMINISTRATIVE ASSIS | 32.00 | $50,720 | $12,717 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 2ND AVENUE 18TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $524,409 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $93,671,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $311,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $116,071 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,099,473 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $94,099,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,411,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $92,687,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,634,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,634,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,176 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,176 | TotalTaxAmt |
| Distributable Before Adj | $4,609,223 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,609,223 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,609,223 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,594,187 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,594,187 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,609,223 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,418,095 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,340,210 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,406,798 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,709 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,241,812 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,594,187 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,594,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,036 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,036 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,226,776 | 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 | $1,403,059 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,823,717 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,340,210 | ExcessFromYear4Amt |
| Excess From Year3 | $4,406,798 | ExcessFromYear3Amt |
| Excess From Year2 | $76,709 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE RUDOLPH J AND DAPHNE A MUNZER F | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 E SPRING STREET SUITE 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5629127732 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE COMPLETED ELECTRONICALLY THROUGH THE FOLLOWING WEBSITE: HTTPS://MUNZERFDN.ORG/HOW-TO-APPLY/APPLY/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE APPLICATION PERIOD IS OCTOBER 31 - NOVEMBER 4. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS SUBMITTING REQUESTS MUST MEET THE FOLLOWING ELIGIBILITY CRITERIA: TAX EXEMPT UNDER IRS SECTION 501(C)(3) PROVIDE SERVICES THAT ADDRESS PRESSING NEEDS AT A COMMUNITY-BASED LEVEL PROGRAMS AND/OR SERVICES MUST BE PROVIDED WITHIN AN IDENTIFIED MUNZER FOUNDATION COMMUNITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (152 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1736 FAMILY CRISIS CENTER | |||||||
| 2116 ARLINGTON AVENUE STE 200 | LOS ANGELES | CA | 90018 | PC | LONG BEACH SHELTER PROGRAM | $50,000 | |
| ABILIS | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | PC | ABILIS EARLY INTERVENTION BIRTH TO THREE PROGRAM | $53,000 | |
| ABILITYFIRST | |||||||
| 789 NORTH FAIR OAKS AVENUE | PASADENA | CA | 91103 | PC | ABILITYFIRST LONG BEACH CENTER AFTER SCHOOL PROGRAM FOR CHILDREN AND YOUTH | $25,000 | |
| ABLE ARTS WORK | |||||||
| 3626 E PACIFIC COAST HWY | LONG BEACH | CA | 90804 | PC | CREATIVE HEALTH AND WELLNESS CLINIC | $40,000 | |
| AQUARIUM OF THE PACIFIC | |||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | PC | OCEAN SCIENCE EDUCATION PROGRAM | $40,000 | |
| ARTS COUNCIL FOR LONG BEACH | |||||||
| 115 PINE AVE STE 350 | LONG BEACH | CA | 90802 | PC | EYE ON DESIGN FOR SCHOOLS, AND PASSPORT TO THE ARTS FOR LEADERSHIP ACADEMIES | $25,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | PC | OPERATION SCHOOL BELL | $50,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | PC | ORTHODONTIC PROGRAM | $50,000 | |
| BILLION OYSTER PROJECT | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | PC | BILLION OYSTER PROJECT SCHOOLS NETWORK | $20,000 | |
| BOSS INC | |||||||
| 7941 E CRAMER STREET | LONG BEACH | CA | 90808 | PC | BOSS/BEACH LEGENDS ZONE - STEM INITIATIVE | $25,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | PC | LONG BEACH SCOUTREACH 2022-23 | $20,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | STEM PROGRAM | $60,000 | |
| CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE INC | |||||||
| 3605 LONG BEACH BOULEVARD SUITE 100 | LONG BEACH | CA | 90807 | PC | CONSCIOUS CLASSROOMS & CCEJ PAY EQUITY | $60,000 | |
| CAMP NUGGET CALIFORNIA STATE UNIVERSITY LONG BEACH | |||||||
| 1250 BELLFLOWER BLVD MS 5605 | LONG BEACH | CA | 908405605 | PC | CAMP NUGGET | $20,000 | ETC-200 |
| CASA YOUTH SHELTER | |||||||
| 10911 REAGAN STREET | LOS ALAMITOS | CA | 90720 | PC | CASA YOUTH SHELTERS CLINICAL AND CASE MANAGEMENT PROGRAM EXPANSION | $35,000 | |
| CENTRO CHA INC | |||||||
| 1633 LONG BEACH BLVD | LONG BEACH | CA | 90813 | PC | BUILDING STRONG AND HEALTHY FAMILIES | $60,000 | |
| CENTURY VILLAGES AT CABRILLO | |||||||
| 1000 CORPORATE PT | CULVER CITY | CA | 90230 | PC | CENTURYS OASIS RESIDENTIAL SERVICES | $50,000 | |
| CHILD LANE (COMPREHENSIVE) | |||||||
| 2501 CHERRY AVE STE 350 | LONG BEACH | CA | 90755 | PC | CHILD LANE: LONG BEACH ECE PROGRAM | $50,000 | |
| CHILDREN'S DENTAL HEALTH CLINIC | |||||||
| 455 E COLUMBIA STREET STE 32 | LONG BEACH | CA | 90806 | PC | MULTI-SPECIALTY DENTAL TREATMENT FOR UNDERSERVED CHILDREN OF LONG BEACH & CATALINA ISLAND | $100,000 | |
| CHILDREN'S INSTITUTE (CII) | |||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | PC | TRAUMA INFORMED SUPPORT SERVICES FOR FAMILIES | $40,000 | |
| CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC | |||||||
| 64 PALMERS HILL ROAD | STAMFORD | CT | 069022113 | PC | NUTRITION | $35,000 | |
| CHILDREN TODAY | |||||||
| 2951 LONG BEACH BLVD | LONG BEACH | CA | 90806 | PC | CHILDREN TODAY'S ECOHOUSE | $40,000 | |
| CHRISTIAN OUTREACH IN ACTION | |||||||
| 515 E 3RD ST | LONG BEACH | CA | 90802 | PC | COA BABY FOOD AND DIAPER PROGRAM FOR LOW-INCOME WOMEN AND CHILDREN | $20,000 | |
| CSU LONG BEACH SCHOOL OF SOCIAL WORK | |||||||
| 1250 BELLFLOWER BLVD SSPA 161 | LONG BEACH | CA | 908404602 | PC | STRENGTHENING YOUTH RESILIENCE IN LONG BEACH | $30,000 | |
| ECE WORKFORCE PROJECT (CHILD LANE) | |||||||
| 2545 PACIFIC AVE | LONG BEACH | CA | 90806 | PC | LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY | $118,750 | |
| EDUCARE LA AT LONG BEACH - LONG BEACH EDUCATION FOUNDATION | |||||||
| 4840 LEMON AVE | LONG BEACH | CA | 90807 | PC | ADDRESSING COMPENSATION FOR EARLY CHILDHOOD EDUCATORS: ENSURING ECE PROGRAM QUALITY | $40,000 | |
| ELEVATE YOUR GAME | |||||||
| 2019 E 120TH ST | LOS ANGELES | CA | 90059 | PC | MENTORING PROGRAM IN LONG BEACH | $10,000 | |
| EXTRAORDINARY FAMILIES | |||||||
| 221 N ARDMORE AVE | LOS ANGELES | CA | 90004 | PC | COMPREHENSIVE CONTINUUM OF EXPANDED SERVICES FOR LONG BEACH FOSTER CHILDREN & FORMER FOSTER YOUTH | $40,000 | |
| FAMILIES UNITING FAMILIES | |||||||
| 525 E 7TH STREET SUITE 115 | LONG BEACH | CA | 90813 | PC | PROJECT FATHERHOOD | $50,000 | |
| FOOD FINDERS INC | |||||||
| 10539 HUMBOLT STREET | LOS ALAMITOS | CA | 90720 | PC | FOOD RESCUE AND DISTRIBUTION | $50,000 | |
| FOR THE CHILD INC | |||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 90807 | PC | CHILD ABUSE & NEGLECT SAFETY NET PROGRAM (CAP) | $50,000 | |
| FRESHFARM MARKETS INC | |||||||
| 1380 MONROE ST NW 605 | WASHINGTON | DC | 20010 | PC | FOODPRINTS AND FARM-TO-CHILDCARE PROGRAMMING | $70,000 | |
| GOODWILL SERVING THE PEOPLE OF SOUTHERN LOS ANGELES COUNTY | |||||||
| 800 W PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90806 | PC | HEALTHCARE CAREER TRAINING FOR LOW-INCOME HIGH SCHOOL STUDENTS IN LONG BEACH | $85,000 | |
| GROUND EDUCATION | |||||||
| 6475 E PACIFIC COAST HIGHWAY 294 | LONG BEACH | CA | 90803 | PC | SCHOOL-BASED OUTDOOR ENVIRONMENTAL EDUCATION PROGRAM | $30,000 | |
| HABITAT FOR HUMANITY OF GREATER LOS ANGELES | |||||||
| 8739 ARTESIA BLVD | BELLFLOWER | CA | 90706 | PC | WASHINGTON NEIGHBORHOOD REVITALIZATION | $30,000 | |
| HUMAN-I-T | |||||||
| 100 W BROADWAY STE 3000WEWORK C/O | LONG BEACH | CA | 90802 | PC | EQUIPMENT | $30,000 | EILEEN HARRIS |
| INSPIRICA INC | |||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | PC | CHILDRENS SERVICES & EARLY CHILDHOOD AND PARENTING PROGRAM | $50,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICE OF LONG BEACH & WEST ORANGE CO | |||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 908151734 | PC | LOW-INCOME COUNSELING PROGRAM FOR RESIDENTS OF LONG BEACH | $20,000 | |
| KHMER GIRLS IN ACTION | |||||||
| 1085 REDONDO AVE | LONG BEACH | CA | 90804 | PC | LEADERSHIP DEVELOPMENT PROGRAM | $35,000 | |
| LBCAP | |||||||
| 117 W VICTORIA ST | LONG BEACH | CA | 90805 | PC | LEADERSHIP ARTS MENTORING PROGRAM (LAMP) | $50,000 | |
| LEADERSHIP LONG BEACH | |||||||
| 4401 ATLANTIC AVE STE 200 | LONG BEACH | CA | 90807 | PC | LEADERSHIP LONG BEACH MIDDLE SCHOOL & HIGH SCHOOL PROGRAMS | $50,000 | |
| LEGAL AID FOUNDATION OF LOS ANGELES | |||||||
| 1550 W 8TH STREET | LOS ANGELES | CA | 90017 | PC | GREATER LONG BEACH COMMUNITY MEDICAL-LEGAL PARTNERSHIP | $70,000 | |
| LINC HOUSING | |||||||
| 3590 ELM AVENUE | LONG BEACH | CA | 90807 | PC | YOUTH EMPOWERMENT: SUPPORTING CHILDREN 0 12 YEARS OF LOW-INCOME FAMILIES | $40,000 | |
| LONG BEACH BLAST (BETTER LEARNING FOR ALL STUDENTS TODAY) | |||||||
| 4201 LONG BEACH BLVD SUITE 201 | LONG BEACH | CA | 90807 | PC | ACADEMIC AND SOCIO-EMOTIONAL MENTORING OF AT-PROMISE, YET VULNERABLE, YOUTH IN LONG BEACH | $40,000 | |
| LONG BEACH BLUES SOCIETY | |||||||
| 2601 E OCEAN BLVD STE 201 | LONG BEACH | CA | 908021117 | PC | BLUES IN THE SCHOOLS & BEDSIDE BEATS | $10,000 | |
| LONG BEACH CALL - LONG BEACH EDUCATION FOUNDATION | |||||||
| 1515 HUGHES WAY | LONG BEACH | CA | 90810 | PC | CAREER EXPLORATION, ACTIVITIES & EVENTS | $10,000 | |
| LONG BEACH DAY NURSERY | |||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | PC | LONG BEACH DAY NURSERYS WEST BRANCH RENOVATION | $75,000 | |
| LONG BEACH EARLY CHILDHOOD EDUCATION COMMITTEE | |||||||
| 13300 CROSSROADS PARKWAY NORTH STE | CITY OF INDUSTRY | CA | 91746 | PC | THE LBECE COMMITTEE: BUILDING COMMUNITY, STRENGTHENING PROVIDERS, LEADING THE FIELD | $20,000 | 450 |
| LONG BEACH IMMIGRANT RIGHTS COALITION - COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | PC | THRIVING IMMIGRANT PARENT LEADERSHIP ACADEMY | $30,000 | |
| LONG BEACH MUSEUM OF ART FOUNDATION | |||||||
| 2300 E OCEAN BLVD | LONG BEACH | CA | 90803 | PC | KIDSVISIONS ARTS EDUCATION PROGRAM | $40,000 | |
| LONG BEACH ORGANIC INC | |||||||
| 5115 MARINA PACIFICA DRIVE NORTH | LONG BEACH | CA | 90803 | PC | ZAFERIA JUNCTION COMMUNITY GARDEN ALL-ABILITIES RENOVATION | $10,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | PC | LONG BEACH PUBLIC LIBRARY FAMILY LEARNING CENTER PROGRAM | $90,000 | |
| LONG BEACH SYMPHONY ASSOCIATION | |||||||
| 249 E OCEAN BLVD SUITE 200 | LONG BEACH | CA | 90802 | PC | LONG BEACH SYMPHONY YOUTH STREAMING CONCERTS | $30,000 | |
| MAYOR'S FUND FOR EDUCATION - COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 900121804 | PC | READY LB ECE - READYROSIELB/ECE SYSTEMS ALIGNMENT PROJECT | $40,000 | |
| MEMORIAL MEDICAL CENTER FOUNDATION | |||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | PC | MILLER CHILDRENS NICU FOLLOW-UP OUTPATIENT CLINIC | $100,000 | |
| MENTAL HEALTH AMERICA OF LOS ANGELES | |||||||
| 200 PINE AVENUE STE 400 | LONG BEACH | CA | 90802 | PC | A FIRST STEP TOWARD INDEPENDENT LIVING | $100,000 | |
| MOMENTUM AGENCIES | |||||||
| 6430 INDEPENDENCE AVE | WOODLAND HILLS | CA | 91367 | PC | LONG BEACH LEAPS & BOUNDS EARLY INTERVENTION PROGRAM | $40,000 | |
| OPERATION JUMP START | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | PC | OJS PROGRAMS | $60,000 | |
| PARTNERS OF PARKS | |||||||
| 2760 N STUDEBAKER RD | LONG BEACH | CA | 90815 | PC | YOUTH SCHOLARSHIPS FOR VIRTUAL AND IN-PERSON CLASSES AND CAMPS | $16,000 | |
| PATHWAYS VOLUNTEER HOSPICE | |||||||
| 4645 WOODRUFF AVENUE | LAKEWOOD | CA | 90713 | PC | CHANGES, CHILDRENS GRIEF COUNSELING AND EDUCATION PROGRAM | $30,000 | |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 W 30TH ST | LOS ANGELES | CA | 900073320 | PC | REPRODUCTIVE AND SEXUAL HEALTH CARE AT PLANNED PARENTHOOD LOS ANGELES (PPLA) LONG BEACH CENTER | $25,000 | |
| POOLS OF HOPE | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | PC | YOUTH WELLNESS PROGRAM | $30,000 | |
| PORT CHESTER CARVER CENTER INC | |||||||
| 400 WESTCHESTER AVE PO BOX 429 | PORT CHESTER | NY | 10573 | PC | PLANNING AND BUILDING FOR CARVER'S FUTURE | $60,000 | |
| PRECIOUS LAMB PRESCHOOL | |||||||
| 2005 PALO VERDE AVE PMB 301 | LONG BEACH | CA | 90815 | PC | FAMILY OUTREACH & SOCIAL WORK PROGRAM DEVELOPMENT | $45,000 | |
| RANCHO LOS CERRITOS FOUNDATION | |||||||
| 4600 VIRGINIA RD | LONG BEACH | CA | 90807 | PC | ADOBE DAYS REVISITED: A CULTURALLY RESPONSIVE AND STEAM RELAUNCH | $50,000 | |
| RED HOOK INITIATIVE | |||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | PC | RED HOOK FARMS | $25,000 | |
| RISING TIDE AT MARGUERITE KIEFER EDUCATION CENTER INC | |||||||
| 607 E THIRD ST | LONG BEACH | CA | 90802 | PC | PROGRAM SUPPORT | $25,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | PC | CAMP RONALD MCDONALD FOR GOOD TIMES "CAMP AT HOME" PROGRAMMING | $20,000 | |
| SOUND WATERS INC | |||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PC | SOUNDWATERS RESEARCH INTENSIVE | $60,000 | |
| ST ANTHONY HIGH SCHOOL | |||||||
| 620 OLIVE AVENUE | LONG BEACH | CA | 90802 | PC | ST. ANTHONY HIGH SCHOOL SCHOLARSHIP PROGRAM | $48,000 | |
| ST BARNABAS SCHOOL | |||||||
| 3980 MARRON AVE | LONG BEACH | CA | 90807 | PC | TUITION ASSISTANCE | $65,000 | |
| SU CASA - ENDING DOMESTIC VIOLENCE | |||||||
| 3750 E ANAHEIM STREET SUITE 100 | LONG BEACH | CA | 90804 | PC | LEADERSHIP DEVELOPMENT AND INFRASTRUCTURE DEVELOPMENT | $45,000 | |
| SUCCESS IN CHALLENGES | |||||||
| 4508 ATLANTIC AVENUE UNIT 782 | LONG BEACH | CA | 90807 | PC | SUCCESS IN CHALLENGES CAPACITY BUILDING FOR THE FUTURE | $35,000 | |
| TEENS RUN DC | |||||||
| PO BOX 15651 | WASHINGTON | DC | 20003 | PC | TEENS RUN DC MENTORING, SEL, AND DISTANCE RUNNING PROGRAM (2022-23) | $40,000 | |
| THE BEACON HOUSE OF SAN PEDRO | |||||||
| 1003 SOUTH BEACON STREET | SAN PEDRO | CA | 90731 | PC | LEARNING MANAGEMENT AND CAREER EXPLORATION SYSTEM | $25,000 | |
| THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES | |||||||
| 701 EAST 28TH STREET STE 200 | LONG BEACH | CA | 90806 | PC | TCC FAMILY HEALTH AND WELLNESS CAPITAL PROJECT | $225,000 | |
| THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES | |||||||
| 701 EAST 28TH STREET STE 200 | LONG BEACH | CA | 90806 | PC | TCC FAMILY HEALTH AND WELLNESS DEVELOPMENTAL AND BEHAVIORAL HEALTH CARE FOR CHILDREN | $100,000 | |
| THE GUIDANCE CENTER | |||||||
| 1301 PINE AVE | LONG BEACH | CA | 90813 | PC | SUICIDE ASSESSMENT AND TREATMENT TRAINING | $50,000 | |
| THE JEWEL BOX CHILDREN'S THEATER COMPANY | |||||||
| 3371 CERRITOS AVE | SIGNAL HILL | CA | 90755 | PC | ARTS EDUCATION OUTREACH PROGRAM | $15,000 | |
| THE LGBTQ CENTER LONG BEACH | |||||||
| 2017 E 4TH STREET | LONG BEACH | CA | 90814 | PC | MENTORING YOUTH THROUGH EMPOWERMENT (MYTE) | $43,000 | |
| THE SALVATION ARMY LONG BEACH CORPS AND COMMUNITY CENTER | |||||||
| 3060 LONG BEACH BLVD | LONG BEACH | CA | 90807 | PC | THE SALVATION ARMY LONG BEACH RED SHIELD YOUTH CLUB | $25,000 | |
| TICHENOR CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | PC | SPEECH THERAPY PROGRAM | $30,000 | |
| UN MUNDO DE AMIGOS PRESCHOOL | |||||||
| 1480 LONG BEACH BLVD | LONG BEACH | CA | 90813 | PC | INVESTING IN PRESCHOOL TEACHERS | $45,000 | |
| UNITED CAMBODIAN COMMUNITY | |||||||
| 2201 E ANAHEIM STREET SUITE 200 | LONG BEACH | CA | 90804 | PC | CAMBODIAN ALLIANCE FOR LEADING YOUTH | $30,000 | |
| WOMENSHELTER OF LONG BEACH | |||||||
| PO BOX 17098 | LONG BEACH | CA | 90807 | PC | CHILDREN & YOUTH SERVICES | $40,000 | |
| YMCA OF GREATER LONG BEACH | |||||||
| 3605 LONG BEACH BLVD SUITE 210 | LONG BEACH | CA | 90807 | PC | YMCA YOUTH INSTITUTE | $35,000 | |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVE | LONG BEACH | CA | 90802 | PC | EARLY CHILDHOOD EDUCATION PROGRAM | $50,000 | |
| YWCA GREENWICH | |||||||
| 259 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | CHILD COUNSELING FOR VICTIMS OF DOMESTIC VIOLENCE | $30,000 | |
| THE NONPROFIT PARTNERSHIP (FISCAL SPONSOR) | |||||||
| 4900 E CONANT BLDG 0-2 SUITE 225 | LONG BEACH | CA | 90808 | PC | LONG BEACH GIVES | $35,000 | |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT BLDG 0-2 SUITE 225 | LONG BEACH | CA | 90808 | PC | CAPACITY BUILDING FOR NONPROFITS | $50,000 | |
| THE NONPROFIT PARTNERSHIP (FISCAL SPONSOR) | |||||||
| 4900 E CONANT BLDG 0-2 SUITE 225 | LONG BEACH | CA | 90808 | PC | NONPROFIT PROFESSIONAL SERVICES FUND | $30,000 | |
| 18 REASONS | |||||||
| 3674 18TH ST | SAN FRANCISCO | CA | 94110 | PC | GENERAL OPERATING | $1,000 | |
| ANACOSTIA RIVERKEEPER | |||||||
| 515 M STREET SE SUITE 218 | WASHINGTON | DC | 20003 | PC | OPERATING SUPPORT | $1,000 | |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | PC | NY/NJ YOUUTH OPPORTUNITIES PROGRAM | $1,000 | |
| ARIZONA ART ALLIANCE | |||||||
| 10810 N TATUM BLVD SUITE 102-264 | PHOENIX | AZ | 85028 | PC | OUTREACH PROGRAMS | $5,000 | |
| BARD COLLEGE | |||||||
| BPI - P O BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | PC | BPI'S BROOKLYN MICROCOLLEGE | $2,000 | |
| BEST BUDDIES NEW YORK | |||||||
| 120 WEST 45TH STREET 3800 | NEW YORK | NY | 10036 | PC | MENTORING CHILDREN WITH DISABILITIES | $1,000 | |
| BK ROT | |||||||
| 86 WYCKOFF AVE P O BOX 370538 | BROOKLYN | NY | 112379997 | PC | OPERATING SUPPORT | $1,500 | |
| BLACK FARMER FUND INC | |||||||
| 228 PARK AVE S | NEW YORK CITY | NY | 100031502 | PC | OPERATING SUPPORT | $1,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | PC | OPERATING SUPPORT | $2,500 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | PC | SELF STORAGE | $3,700 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | OPERATING SUPPORT | $5,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | YOUTH SKATEBOARD PROGRAM | $10,000 | |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | PC | OPERATING SUPPORT | $5,000 | |
| CALCANEARTH ISLAND INSTITUTE | |||||||
| P O BOX 1366 | SEBASTOPOL | CA | 95473 | PC | OPERATING SUPPORT | $1,000 | |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | PC | OPERATING SUPPORT | $500 | |
| CAST HOPE | |||||||
| PO BOX 3740 | CHICO | CA | 959273740 | PC | OPERATING SUPPORT | $250 | |
| CITY BLOSSOMS | |||||||
| 516 KENNEDY ST NW | WASHINGTON | DC | 20011 | PC | OPERATING SUPPORT | $1,000 | |
| CITY KIDS WILDERNESS PROJECT | |||||||
| 2437 15TH STREET NW | WASHINGTON | DC | 20009 | PC | OPERATING SUPPORT | $500 | |
| CITY SURF PROJECT | |||||||
| 400 TREAT AVENUE UNIT G | SAN FRANCISCO | CA | 94110 | PC | OPERATING SUPPORT | $3,000 | |
| CIVIL EATS | |||||||
| 502 E COTATI AVE NO 7014 | COTATI | CA | 94931 | PC | OPERATING SUPPORT | $1,000 | |
| COMMON GOOD CITY FARM | |||||||
| PO BOX 26030 | WASHINGTON | DC | 20001 | PC | OPERATING SUPPORT | $500 | |
| CRISPUS ATTUCKS DEVELOPMENT CORPORATION | |||||||
| 23 U ST NW | WASHINGTON | DC | 20001 | PC | OPERATING SUPPORT | $1,000 | |
| CSULB 49ER FOUNDATION | |||||||
| 6300 E UNIVERSITY DRIVE SUITE 324 | LONG BEACH | CA | 90815 | PC | 2022 BLACK ALUMNI SCHOLARSHIP GALA | $4,600 | |
| DISCALCED INC DBA MARK MORRIS DANCE CENTER | |||||||
| 3 LAFAYETTE AVE | BROOKLYN | NY | 112171415 | PC | SCHOLARSHIPS FOR CHILDREN AND YOUTH AT MMDC SCHOOL | $1,000 | |
| EB RESEARCH PARTNERSHIP INC | |||||||
| 244 MADISON AVENUE STE 104 | NEW YORK | NY | 10016 | PC | OPERATING SUPPORT | $1,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | OPERATING SUPPORT | $1,000 | |
| FAMILY CENTERS INC | |||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | PC | OPERATING SUPPORT | $4,000 | |
| FARM SCHOOL NYC | |||||||
| 505 8TH AVE | NEW YORK | NY | 10018 | PC | OPERATING SUPPORT | $500 | |
| GREATER FARALLONES ASSOCIATION | |||||||
| THE PRESIDIO P O BOX 29386 | SAN FRANCISCO | CA | 94129 | PC | OPERATING SUPPORT | $1,000 | |
| GREENWICH POINT CONSERVANCY | |||||||
| PO BOX 377 | OLD GREENWICH | CT | 06870 | PC | BUILDING RESTORATION | $3,000 | |
| GREEN-WOOD HISTORIC FUND INC | |||||||
| 500 25TH STREET | BROOKLYN | NY | 11232 | PC | HORTICULTURE AND NATURE PROGRAMS | $1,000 | |
| IMPACT JUSTICE | |||||||
| 2930 LAKESHORE AVENUE STE 300 | OAKLAND | CA | 94610 | PC | CRIMINAL JUSTICE REFORM | $1,000 | |
| JOSEPHINE HERRICK PROJECT | |||||||
| 64 FULTON STREET STE 905 | NEW YORK | NY | 10038 | PC | OPERATING SUPPORT | $5,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | PC | OPERATING SUPPORT | $5,000 | |
| MAKE-A-WISH FOUNDATION OF CT INC | |||||||
| 126 MONROE TURNPIKE | TRUMBULL | CT | 06611 | PC | TO CREATE LIFE CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESS | $3,000 | |
| MARINE ANIMAL RESCUE SPECIALISTS INC | |||||||
| 214 MAIN ST 392 | EL SEGUNDO | CA | 902453803 | PC | OPERATING SUPPORT | $2,000 | |
| MEALS ON WHEELS INC OF GREENWICH CONNECTICUT | |||||||
| 89 MAPLE AVENUE | GREENWICH | CT | 06830 | PC | OPERATING SUPPORT | $1,000 | |
| MIGRANT JUSTICE | |||||||
| 179 S WINOOSKI AVENUE UNIT 202 | BURLINGTON | VT | 05401 | PC | OPERATING SUPPORT | $1,000 | |
| MUTTVILLE | |||||||
| 255 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | PC | OPERATING SUPPORT | $250 | |
| NAGOURNEY INSTITUTE | |||||||
| 750 E 29TH STREET | LONG BEACH | CA | 90806 | PC | OPERATING SUPPORT | $3,000 | |
| NAGOURNEY INSTITUTE | |||||||
| 750 E 29TH STREET | LONG BEACH | CA | 90806 | PC | OPERATING SUPPORT | $3,000 | |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PC | TO SUPPORT WNYC | $500 | |
| ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION | |||||||
| 403 W ADAMS BLVD | LOS ANGELES | CA | 900082664 | PC | OPERATING SUPPORT | $4,000 | |
| PASC1 SYNDROME RESEARCH FOUNDATION | |||||||
| 36 WEST WAY | OLD GREENWICH | CT | 06870 | PC | OPERATING SUPPORT | $2,000 | |
| PRAIRIE VISTA MIDDLE SCHOOL | |||||||
| 13600 PRAIRIE AVENUE | HAWTHORNE | CA | 90250 | PC | MUSIC PROGRAM SUPPORT | $2,500 | |
| PROSPECT PARK ALLIANCE | |||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | PC | LANDSCAPE RESTORATION PROJECTS | $500 | |
| RSHM LIFE CENTER | |||||||
| 32-34 BEEKMAN AVENUE | SLEEPY HOLLOW | NY | 10591 | PC | BIKE TARRYTOWN | $1,000 | |
| RYSE CENTER | |||||||
| 3939 BISSELL AVENUE | RICHMOND | CA | 94805 | PC | YOUTH JUSTICE PROGRAM | $1,000 | |
| SANTA CATALINA SCHOOL | |||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 93940 | PC | UPPER HIGH SCHOOL EDUCATION PROGRAMS | $3,000 | |
| SAVE THE SOUND | |||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | PC | OPERATING SUPPORT | $2,000 | |
| SOUND WATERS INC | |||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PC | OPERATING SUPPORT | $2,000 | |
| SOUND WATERS INC | |||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PC | OPERATING SUPPORT | $3,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | OPERATING SUPPORT | $1,000 | |
| SUSTAINABLE CONSERVATION | |||||||
| 98 BATTERY STREET 302 | SAN FRANCISCO | CA | 94111 | PC | OPERATING SUPPORT | $1,000 | |
| TEE IT UP FOR THE TROOPS - HUNTINGTON BEACH | |||||||
| P O BOX 3358 | HUNTINGTON BEACH | CA | 92605 | PC | GOLF TOURNAMENT SPONSORSHIP | $5,000 | |
| THE CORBIN HILL FOOD PROJECT INC | |||||||
| 475 RIVERSIDE DRIVE SUITE 243 | NEW YORK | NY | 10115 | PC | OPERATING SUPPORT | $1,000 | |
| VANGUARD CANCER FOUNDATION | |||||||
| 750 E 29TH ST | LONG BEACH | CA | 908061712 | PC | OPERATING SUPPORT | $3,000 | |
| VOTE SOLAR | |||||||
| 360 22ND STREET SUITE 730 | OAKLAND | CA | 94612 | PC | SOLAR ADVOCACY | $4,000 | |
| WARRIOR CANINE CONNECTION | |||||||
| 14934 SCHAEFFER ROAD | BOYDS | MD | 20841 | PC | OPERATING SUPPORT | $2,000 | |
| WESTERN CENTER ON LAW AND POVERTY | |||||||
| 3701 WILSHIRE BLVD SUITE 208 | LOS ANGELES | CA | 90010 | PC | OPERATING SUPPORT | $1,000 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 065081849 | PC | NICU, REBECCA AND HILLARY FUND | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,223,050 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES | ||||||
| 701 EAST 28TH STREET STE 200 | LONG BEACH | CA | 90806 | PC | TCC FAMILY HEALTH AND WELLNESS CAPITAL PROJECT | $225,000 |
| ECE WORKFORCE PROJECT (CHILD LANE) | ||||||
| 2545 PACIFIC AVE | LONG BEACH | CA | 90806 | PC | LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY | $6,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $231,250 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $674,452 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $674,452 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $674,452 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAPHNE ANN MUNZER ADMINISTRATIVE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 EAST SPRING ST 218 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $505,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $35,950 | Amt |
| Net Investment Income | $16,389 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,561 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| REASON FOR AMENDED RETURN | FORM 990PF PAGE 1 ITEM G | THIS AMENDED RETURN IS BEING FILED TO INCLUDE FORM 926, RETURN BY A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION. |
| STATEMENT REQUIRED BY IRC REG. SEC. 1.6038B-1(F)(3)(II) | FORM 926 | REASONABLE CAUSE EXPLANATION FOR FORM 926 LATE FILING:FORM 926 WAS NOT INCLUDED IN THE ORIGINAL FILING BECAUSE THE TAXPAYER WAS UNAWARE THAT AN INVESTMENT IN A FOREIGN CORPORATION REPORTABLE ON FORM 926, HAD BEEN MADE. AS SOON AS THE TAXPAYER BECAME AWARE OF THE REPORTING OBLIGATION, THE TAXPAYER ACTED TO FILE AMENDED RETURNS TO REPORT THE TRANSACTIONS FOR ALL YEARS IN WHICH A REPORTABLE INVESTMENT WAS MADE. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SUSTAINABLE MULTI-ASSET GROWTH FUND | FMV | $73,118,243 | $73,118,243 |
| SUSTAINABLE BOND FUND | FMV | $12,105,701 | $12,105,701 |
| PRIVATE MARKETS FUND 2019 LP | FMV | $2,774,540 | $2,774,540 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $16,219,226 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $18,203 | $0 | $0 | $14,569 |
| BOARD MEETING EXPENSES | $3,091 | $0 | $0 | $2,989 |
| DUES & SUBSCRIPTIONS | $12,033 | $0 | $0 | $11,959 |
| INSURANCE | $5,527 | $0 | $0 | $2,764 |
| TELEPHONE | $2,508 | $0 | $0 | $2,383 |
| MISCELLANEOUS | $12,536 | $0 | $0 | $12,534 |
| WEBSITE | $4,751 | $0 | $0 | $2,585 |
| SOFTWARE | $480 | $0 | $0 | $261 |
| CA ATTORNEY GENERAL FILING FEE | $200 | $0 | $0 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM K-1S | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $606,039 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $501,733 | $501,733 | $0 | $0 |
| PROFESSIONAL CONSULTANT FEES | $43,500 | $0 | $0 | $23,669 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $203,892 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $140,507 | $0 | $0 |
Comments