THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION (EIN 33-0686779)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2024-10-11
- IRS object ID
- 202442859349100319
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock 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 | 2024-10-11T13:42:04-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELEANOR A LIVINGSTON CPA MST | PreparerPersonNm |
| PTIN | P00226461 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2024-10-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $108,732,117 | 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 | $145,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,750,630 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,686,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,337,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,331,798 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $170 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $349,209 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,831,480 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,431,637 | 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 | $201,576 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,158 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $181,418 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $53,720 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,372 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $48,348 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $542,380 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $542,380 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,759 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $160,675 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,260 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,292 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,968 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $138 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $138 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,159 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,987 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,172 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $904,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $767,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $276,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,704,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,704,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,608,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $767,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,980,844 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,777,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,663,723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $151,888 | CashBOYAmt |
| Cash EOY | $373,909 | CashEOYAmt |
| Cash EOYFMV | $373,909 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,177 | SavAndTempCashInvstBOYAmt |
| Prepaid Expenses BOY | $13,930 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,360 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,360 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $99,190,512 | CorporateStockBOYAmt |
| Corporate Stock EOY | $108,352,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,352,681 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,833 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,167 | LandBOYAmt |
| Land EOY | $4,167 | LandEOYAmt |
| Land EOYFMV | $4,167 | LandEOYFMVAmt |
| Total Assets BOY | $99,367,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,732,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,732,117 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $138,627 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $151,593 | AccountsPayableEOYAmt |
| Grants Payable BOY | $310,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $112,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $449,127 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $264,093 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $98,918,547 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $108,468,024 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $98,918,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,468,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,367,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,732,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $98,918,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,777,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,326,839 | OtherIncreasesAmt |
| Subtotal | $108,468,024 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,468,024 | 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 | 2021-12-31 | 2021-12-31 | $51,930,823 | $49,244,665 | $2,686,158 | $2,686,158 | ||
| SUSTAINABLE MULTI-ASSET GROWTH FUND | 2021-12-31 | 2021-12-31 | $13,407,058 | $13,407,058 | $13,407,058 | P | $0 | |
| SUSTAINABLE BOND FUND | 2021-12-31 | 2021-12-31 | $70,682 | -$70,682 | -$70,682 | P | ||
| HALBERT HARGROVE | 2021-12-31 | 2021-12-31 | $4,578 | -$4,578 | -$4,578 | P | ||
| BOOK TO TAX ADJUSTMENT | 2021-12-31 | 2021-12-31 | $2,686,158 | -$2,686,158 | -$2,686,158 | P | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,331,798 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $203,826 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $203,826 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $203,826 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,418 | 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 | $20,418 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $50 | EsPenaltyAmt |
| Tax Due | $183,458 | TaxDueAmt |
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 (2 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 | $107,767 | $13,233 | $0 |
| MONICA OCHOA | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | PROGRAM ASSOCIATE | 40.00 | $59,304 | $10,845 | $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 | $501,059 | 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 | $104,161,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $394,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,527 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,562,171 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,562,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,568,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,993,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,149,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,149,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $203,826 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $203,826 | TotalTaxAmt |
| Distributable Before Adj | $4,945,861 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,945,861 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,945,861 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,980,844 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,980,844 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,945,861 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $719,674 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,663,438 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,340,210 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,406,798 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,709 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,206,829 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,980,844 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,980,844 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $965,017 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $965,017 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,241,812 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,241,812 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,418,095 | ExcessFromYear4Amt |
| Excess From Year3 | $2,340,210 | ExcessFromYear3Amt |
| Excess From Year2 | $4,406,798 | ExcessFromYear2Amt |
| Excess From Year1 | $76,709 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (145 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1736 FAMILY CRISIS CENTER | ||||||||
| 2116 ARLINGTON AVENUE SUITE 200 | LOS ANGELES | CA | 90018 | NONE | PC | LONG BEACH SHELTER PROGRAM | $40,000 | |
| ABILIS | ||||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | NONE | PC | ABILIS EARLY INTERVENTION BIRTH TO THREE PROGRAM | $60,000 | |
| ABILITYFIRST | ||||||||
| 1300 EAST GREEN STREET | PASADENA | CA | 91106 | NONE | PC | ABILITYFIRST LONG BEACH CENTER AFTER SCHOOL PROGRAM | $25,000 | |
| ABLE ARTS WORK | ||||||||
| 3626 E PACIFIC COAST HWY | LONG BEACH | CA | 90804 | NONE | PC | ABLE ARTS WORK'S CREATIVE HEALTH AND WELLNESS CLINIC EXPANSION | $30,000 | |
| ACT OUT THEATRE COMPANY | ||||||||
| 3710 N WESTON PL | LONG BEACH | CA | 90807 | NONE | PC | 2021 PROGRAM AND OPERATIONAL SUPPORT | $20,000 | |
| AMERICAN UNIVERSITY WAMU FMDCIST | ||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| ANACOSTIA RIVERKEEPER | ||||||||
| 515 M STREET SE SUITE 218 | WASHINGTON | DC | 20003 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| ANGELS GATE CULTURAL CENTER INC | ||||||||
| 3601 S GAFFEY ST BOX 1/BUILDING A | SAN PEDRO | CA | 907316969 | NONE | PC | ARTISTS IN CLASSROOM | $20,000 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PC | EDUCATORS OUTDOORS | $1,000 | |
| AQUARIUM OF THE PACIFIC | ||||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | PC | GENERAL OPERATING SUPPORT | $45,000 | |
| ARIZONA ART ALLIANCE | ||||||||
| 10810 N TATUM BLVD SUITE 102-264 | PHOENIX | AZ | 85028 | NONE | PC | COMMUNITY OUTREACH PROGRAMS | $5,000 | |
| ARTS COUNCIL FOR LONG BEACH | ||||||||
| 115 PINE AVE SUITE 350 | LONG BEACH | CA | 90802 | NONE | PC | EMPOWER ARTS AND LIVING ARTS, CAMBODIA TOWN MURAL PROJECT II | $20,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | ||||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | NONE | PC | OPERATION SCHOOL BELL | $32,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | ||||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | NONE | PC | ORTHODONTIC PROGRAM | $45,000 | |
| BARD COLLEGE | ||||||||
| BPI PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | NONE | PC | BARD PRISON INITIATIVE | $2,000 | |
| BEST BUDDIES NEW YORK | ||||||||
| 120 WEST 45TH STREET 3800 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BK ROT | ||||||||
| 86 WYCKOFF AVENUE PO BOX 370538 | BROOKLYN | NY | 112379997 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | ||||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | NONE | PC | SCOUTREACH 2021 | $20,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | ||||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | NONE | PC | STORAGE FOR TROOP/PACK 21 SCOUT GEAR | $3,500 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | ||||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | NONE | PC | OPERATING SUPPORT | $500 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | ||||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | ||||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | ||||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | ||||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | NONE | PC | SPORTS PROGRAMMING AND EQUIPMENT | $10,000 | |
| CALCANEARTH ISLAND INSTITUTE | ||||||||
| P O BOX 1366 | SEBASTOPOL | CA | 95473 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE INC | ||||||||
| 3605 LONG BEACH BOULEVARD SUITE 100 | LONG BEACH | CA | 90807 | NONE | PC | CONSCIOUS CLASSROOMS | $55,000 | |
| CAMP NUGGET CALIFORNIA STATE UNIVERSITY LONG BEACH | ||||||||
| 1250 BELLFLOWER BOULEVARD MS 5605 | LONG BEACH | CA | 908405605 | NONE | PC | CAMP NUGGET | $15,000 | ETC-200 |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | OPERATING SUPPORT | $500 | |
| CASA COLINA HOSPITAL AND CENTERS FOR HEALTHCARE | ||||||||
| 255 EAST BONITA AVENUE | POMONA | CA | 91767 | NONE | PC | LAND MEETS SEA SPORTS CAMP | $5,000 | |
| CASA YOUTH SHELTER | ||||||||
| 10911 REAGAN STREET | LOS ALAMITOS | CA | 90720 | NONE | PC | CASA YOUTH SHELTER: EXPANSION AND IMPROVEMENTS TO OUR CLINICAL AND CASE MANAGEMENT TEAMS | $30,000 | |
| CENTRO CHA INC | ||||||||
| 1633 LONG BEACH BLVD | LONG BEACH | CA | 90813 | NONE | PC | IMMIGRATION INTEGRATION PROJECT | $60,000 | |
| CENTURY VILLAGES AT CABRILLO INC | ||||||||
| 2001 RIVER AVENUE | LONG BEACH | CA | 90810 | NONE | PC | RESIDENT SERVICES AT CENTURY VILLAGES AT CABRILLO (CVC) | $50,000 | |
| CHILD LANE (COMPREHENSIVE) | ||||||||
| 2545 PACIFIC AVE | LONG BEACH | CA | 90806 | NONE | PC | CHILD LANE: LONG BEACH ECE PROGRAM | $50,000 | |
| CHILD360 | ||||||||
| 515 S FIGUEROA ST SUITE 900 | LOS ANGELES | CA | 90071 | NONE | PC | CHILD360: EMPOWERING LONG BEACH ECE PROVIDERS AND FAMILIES TO BOOST LEARNING OUTCOMES | $40,000 | |
| CHILDREN TODAY | ||||||||
| 2951 LONG BEACH BLVD | LONG BEACH | CA | 90806 | NONE | PC | CHILDREN TODAY'S ECOHOUSE | $40,000 | |
| CHILDREN'S DENTAL HEALTH CLINIC | ||||||||
| 455 E COLUMBIA STREET SUITE 23 | LONG BEACH | CA | 90806 | NONE | PC | MULTI-SPECIALTY PEDIATRIC DENTAL TREATMENT & EMERGENCY CARE | $100,000 | |
| CHILDREN'S INSTITUTE (CII) | ||||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | PC | TRAUMA INFORMED SUPPORT SERVICES FOR FAMILIES | $40,500 | |
| CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC | ||||||||
| 64 PALMERS HILL ROAD | STAMFORD | CT | 069022113 | NONE | PC | CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY EARLY CHILDHOOD EDUCATION | $25,000 | |
| CHILDREN'S THEATRE OF LONG BEACH | ||||||||
| PO BOX 15526 | LONG BEACH | CA | 90815 | NONE | PC | ROUND OF APPLAUSE | $10,800 | |
| CITY BLOSSOMS | ||||||||
| 516 KENNEDY ST NW | WASHINGTON | DC | 20011 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| CITY KIDS WILDERNESS PROJECT | ||||||||
| 2437 15TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | OPERATING SUPPORT | $500 | |
| CITY SURF PROJECT | ||||||||
| 1633 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| CIVIL EATS | ||||||||
| 502 E COTATI AVE NO 7014 | COTATI | CA | 94931 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| COMMON GOOD CITY FARM | ||||||||
| PO BOX 26030 | WASHINGTON | DC | 20001 | NONE | PC | OPERATING SUPPORT | $500 | |
| CRIME VICTIMS UNITED CHARITABLE FOUNDATION | ||||||||
| 130 MAPLE STREET | AUBURN | CA | 95603 | NONE | PC | OPERATING SUPPORT | $3,000 | |
| CRISPUS ATTUCKS DEVELOPMENT CORPORATION | ||||||||
| 23 U ST NW | WASHINGTON | DC | 20001 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| CSULB 49ER FOUNDATION | ||||||||
| 6300 E UNIVERSITY DRIVE SUITE 324 | LONG BEACH | CA | 90815 | NONE | PC | BLACK ALUMNI SCHOLARSHIP GALA | $5,000 | |
| DRAMATIC RESULTS | ||||||||
| 3310 LIME AVENUE | SIGNAL HILL | CA | 90755 | NONE | PC | STEAM SATURDAY SCHOOL | $40,500 | |
| EB RESEARCH PARTNERSHIP INC | ||||||||
| 132 EAST 43RD STREET SUITE 432 | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ECE WORKFORCE PROJECT (CHILD LANE) | ||||||||
| 2545 PACIFIC AVE | LONG BEACH | CA | 90806 | NONE | PC | LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY | $125,000 | |
| ESP EDUCATION AND LEADERSHIP INSTITUTE INC | ||||||||
| 7941 E CRAMER STREET | LONG BEACH | CA | 90808 | NONE | PC | ESP EDUCATION & LEADERSHIP INSTITUTE / BOSS PROGRAMS | $25,000 | |
| EXTRAORDINARY FAMILIES | ||||||||
| 221 N ARDMORE AVE | LOS ANGELES | CA | 90004 | NONE | PC | A COMPREHENSIVE CONTINUUM OF SERVICE FOR FOSTER YOUTH AND FORMER FOSTER YOUTH IN LONG BEACH | $28,000 | |
| FAMILIES UNITING FAMILIES | ||||||||
| 525 E 7TH STREET SUITE 115 | LONG BEACH | CA | 90813 | NONE | PC | PROJECT FATHERHOOD | $50,000 | |
| FAMILY CENTERS INC | ||||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | NONE | PC | OPERATING SUPPORT | $3,000 | |
| FILIPINO MIGRANT CENTER | ||||||||
| 2125 SANTA FE AVE | LONG BEACH | CA | 90810 | NONE | PC | EMPOWERING FILIPINO FAMILIES | $10,500 | |
| FISHER HOUSE SOUTHERN CALIFORNIA INC | ||||||||
| P O BOX 110 | LONG BEACH | CA | 90801 | NONE | PC | FISHER HOUSE LONG BEACH | $2,000 | |
| FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT | ||||||||
| P O BOX 86299 | TUCSON | AZ | 85754 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| FOOD FINDERS INC | ||||||||
| 10539 HUMBOLT STREET | LOS ALAMITOS | CA | 90720 | NONE | PC | FOOD RESCUE/FOOD HUB PROGRAM | $60,000 | |
| FOR THE CHILD INC | ||||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 90807 | NONE | PC | CHILD ABUSE AND NEGLECT SAFETY NET PROGRAM | $50,000 | |
| FRESHFARM MARKETS INC | ||||||||
| 1380 MONROE ST NW 605 | WASHINGTON | DC | 20010 | NONE | PC | MARKET SHARE FOR EARLY LEARNERS AND FOODPRINTS | $70,000 | |
| GEARIN' UP BICYCLES | ||||||||
| 314 RANDOLPH PLACE NE | WASHINGTON | DC | 20002 | NONE | PC | OPERATING SUPPORT | $500 | |
| GOODWILL SERVING THE PEOPLE OF SOUTHERN LOS ANGELES COUNTY | ||||||||
| 800 W PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90806 | NONE | PC | SUSTAINING HEALTHCARE TRAINING OPPORTUNITIES FOR LOW-INCOME HIGH SCHOOL STUDENTS IN LONG BEACH | $85,000 | |
| GREENWICH HOSPITAL FOUNDATION | ||||||||
| OFFICE OF DEVELOPMENT 35 RIVER ROAD | COS COB | CT | 06807 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| GREENWICH POINT CONSERVANCY | ||||||||
| PO BOX 377 | OLD GREENWICH | CT | 06870 | NONE | PC | BUILDING RESTORATION AT GREENWICH POINT | $3,000 | |
| GROUND EDUCATION | ||||||||
| 6475 E PACIFIC COAST HIGHWAY 294 | LONG BEACH | CA | 90803 | NONE | PC | OUTDOOR ENVIRONMENTAL EDUCATION PROGRAM | $27,000 | |
| HABITAT FOR HUMANITY OF GREATER LOS ANGELES | ||||||||
| 8739 ARTESIA BLVD | BELLFLOWER | CA | 90706 | NONE | PC | WASHINGTON NEIGHBORHOOD REVITALIZATION PROGRAM | $31,500 | |
| HUMAN-I-T | ||||||||
| 100 W BROADWAY SUITE 3000 WEWORK | LONG BEACH | CA | 90802 | NONE | PC | HUMAN-I-T .CONNECT | $30,000 | C/O EILEEN HARRIS |
| IMPACT JUSTICE | ||||||||
| 2930 LAKESHORE AVENUE SUITE 300 | OAKLAND | CA | 94610 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| INSPIRICA INC | ||||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | NONE | PC | INSPIRICA RESIDENTIAL & NON-RESIDENTIAL PROGRAMS | $50,000 | |
| INTERNATIONAL CITY THEATRE | ||||||||
| 67 LONG BEACH BLVD | LONG BEACH | CA | 90802 | NONE | PC | PACT PROGRAM | $10,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICE OF LONG BEACH & WEST ORANGE CO | ||||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 908151734 | NONE | PC | LOW-INCOME COUNSELING PROGRAM FOR RESIDENTS OF LONG BEACH | $20,000 | |
| JOSEPHINE HERRICK PROJECT | ||||||||
| 64 FULTON STREET SUITE 905 | NEW YORK | NY | 10038 | NONE | PC | CAPACITY BUILDING: OUTREACH DIRECTOR AND INVESTMENT IN GROWTH | $17,500 | |
| JOSEPHINE HERRICK PROJECT | ||||||||
| 64 FULTON STREET SUITE 905 | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING | $4,000 | |
| KHMER GIRLS IN ACTION | ||||||||
| 1085 REDONDO AVE | LONG BEACH | CA | 90804 | NONE | PC | LEADERSHIP DEVELOPMENT PROGRAM | $35,000 | |
| LEADERSHIP LONG BEACH | ||||||||
| 4401 ATLANTIC AVE STE 200 | LONG BEACH | CA | 90807 | NONE | PC | LEADERSHIP LONG BEACH ENVIRONMENTAL YOUTH LEADERSHIP PROGRAM | $40,000 | |
| LEGAL AID FOUNDATION OF LOS ANGELES | ||||||||
| 1550 W 8TH STREET | LOS ANGELES | CA | 90017 | NONE | PC | LEGAL AID FOUNDATION OF LOS ANGELES MEDICAL-LEGAL PARTNERSHIP LONG BEACH | $63,000 | |
| LONG BEACH BLAST (BETTER LEARNING FOR ALL STUDENTS TODAY) | ||||||||
| 4201 LONG BEACH BLVD SUITE 201 | LONG BEACH | CA | 90807 | NONE | PC | ACADEMIC MENTORING AND SOCIAL EMOTIONAL SUPPORT SERVICES FOR AT-RISK YOUTH IN GREATER LONG BEACH | $36,000 | |
| LONG BEACH CITY COLLEGE FOUNDATION | ||||||||
| 4901 E CARSON STREET B12 | LONG BEACH | CA | 90808 | NONE | PC | PROMOTING PLAY AND EQUITY WITH A TOY LENDING LIBRARY | $10,000 | |
| LONG BEACH DAY NURSERY | ||||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | NONE | PC | TECHNOLOGY FOR LONG BEACH DAY NURSERY | $50,000 | |
| LONG BEACH IMMIGRANT RIGHTS COALITION - COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | LEADERSHIP ACADEMY | $27,000 | |
| LONG BEACH MUSEUM OF ART FOUNDATION | ||||||||
| 2300 E OCEAN BLVD | LONG BEACH | CA | 90803 | NONE | PC | FORTIFY THE INFRASTRUCTURE/REIMAGINED PROGRAMMING OF THE LONG BEACH MUSEUM OF ART | $50,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | ||||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | NONE | PC | LONG BEACH PUBLIC LIBRARY FOUNDATION COVID RELIEF | $70,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | ||||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| LONG BEACH SYMPHONY ASSOCIATION | ||||||||
| 249 E OCEAN BLVD SUITE 200 | LONG BEACH | CA | 90802 | NONE | PC | LONG BEACH SYMPHONY YOUTH CONCERTS | $27,000 | |
| MAYOR'S FUND FOR EDUCATION - COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 900121804 | NONE | PC | READYROSIELB FAMILY ENGAGEMENT PROGRAM (PHASE 5) | $40,000 | |
| MEALS ON WHEELS INC OF GREENWICH CONNECTICUT | ||||||||
| 89 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| MEMORIAL MEDICAL CENTER FOUNDATION | ||||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | NONE | PC | MILLER CHILDREN'S NICU FOLLOW-UP OUTPATIENT CLINIC | $100,000 | |
| MEMORIAL MEDICAL CENTER FOUNDATION | ||||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | NONE | PC | SUPPORT HOSPITAL STAFF WITH COMFORT FOOD | $2,000 | |
| MENTAL HEALTH AMERICA OF LOS ANGELES | ||||||||
| 200 PINE AVENUE SUITE 400 | LONG BEACH | CA | 90802 | NONE | PC | MHALA DROP-IN-CENTER | $100,000 | |
| MIGRANT JUSTICE | ||||||||
| 179 S WINOOSKI AVENUE UNIT 202 | BURLINGTON | VT | 05401 | NONE | PC | OPERATING SUPPORT | $1,500 | |
| MOMENTUM AGENCIES (PEDIATRIC THERAPY NETWORK) | ||||||||
| 1815 W 213TH STREET SUITE 100 | TORRANCE | CA | 90501 | NONE | PC | LEAPS AND BOUNDS EARLY INTERVENTION PROGRAM | $40,500 | |
| MUTTVILLE | ||||||||
| 255 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | OPERATING SUPPORT | $500 | |
| NAGOURNEY INSTITUTE | ||||||||
| 750 E 29TH STREET | LONG BEACH | CA | 90806 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| NAGOURNEY INSTITUTE | ||||||||
| 750 E 29TH STREET | LONG BEACH | CA | 90806 | NONE | PC | OPERATING SUPPORT | $3,000 | |
| NEW YORK HARBOR FOUNDATION INC DBA BILLION OYSTER PROJECT | ||||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PC | BILLION OYSTER PROJECT SCHOOLS NETWORK | $16,000 | |
| OPEN DOOR SHELTER | ||||||||
| 4 MERRITT STREET | NORWALK | CT | 06854 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| OPERATION JUMP START | ||||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | NONE | PC | OJS PROGRAMS | $45,000 | |
| ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION | ||||||||
| 403 W ADAMS BLVD | LOS ANGELES | CA | 900082664 | NONE | PC | OPERATING SUPPORT | $4,000 | |
| PARTNERS OF PARKS | ||||||||
| 2760 N STUDEBAKER RD | LONG BEACH | CA | 90815 | NONE | PC | YOUTH SCHOLARSHIPS FOR VIRTUAL AND IN PERSON CLASSES | $15,000 | |
| PASC1 SYNDROME RESEARCH FOUNDATION | ||||||||
| 36 WEST WAY | OLD GREENWICH | CT | 06870 | NONE | PC | OPERATING SUPPORT | $3,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 W 30TH ST | LOS ANGELES | CA | 900073320 | NONE | PC | WOMENS REPRODUCTIVE AND SEXUAL HEALTH SERVICES AT PPLAS LONG BEACH HEALTH CENTER | $25,000 | |
| POOLS OF HOPE (DBA) | ||||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | NONE | PC | YOUTH WELLNESS PROGRAM | $30,000 | |
| PORT CHESTER CARVER CENTER INC | ||||||||
| 400 WESTCHESTER AVENUE P O BOX 429 | PORT CHESTER | NY | 10573 | NONE | PC | CARVER CENTER ACADEMIC PROGRAMS | $60,000 | |
| PRAIRIE VISTA MIDDLE SCHOOL | ||||||||
| 13600 PRAIRIE AVENUE | HAWTHORNE | CA | 90250 | NONE | PC | MUSIC PROGRAM | $2,500 | |
| PRECIOUS LAMB PRESCHOOL | ||||||||
| 2005 PALO VERDE AVE PMB 301 | LONG BEACH | CA | 90815 | NONE | PC | EDUCATION TEAM SUPPORT AND EXPANSION | $40,000 | |
| PROSPECT PARK ALLIANCE | ||||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | NONE | PC | OPERATING SUPPORT | $500 | |
| RANCHO LOS CERRITOS FOUNDATION | ||||||||
| 4600 VIRGINIA RD | LONG BEACH | CA | 90807 | NONE | PC | RAICES DE LONG BEACH: THE ROOTS OF LONG BEACH EDUCATION PROGRAM | $24,500 | |
| RANCHO LOS CERRITOS FOUNDATION | ||||||||
| 4600 VIRGINIA RD | LONG BEACH | CA | 90807 | NONE | PC | EDUCATIONAL MASTER PLAN: DEVELOPMENT AND ENHANCEMENT OF CURRENT AND NEW CURRICULUM | $30,000 | |
| RED HOOK INITIATIVE | ||||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | NONE | PC | RED HOOK FARMS | $3,000 | |
| RISING TIDE AT MARGUERITE KIEFER EDUCATION CENTER INC | ||||||||
| 607 E THIRD ST | LONG BEACH | CA | 90802 | NONE | PC | PROGRAM SUPPORT | $22,500 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | ||||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | NONE | PC | CAMP RONALD MCDONALD FOR GOOD TIMES VIRTUAL "CAMP AT HOME" PROGRAMMING | $18,000 | |
| SANTA CATALINA SCHOOL | ||||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 93940 | NONE | PC | UPPER HIGH SCHOOL EDUCATION PROGRAMS | $3,000 | |
| SAVE THE SOUND | ||||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| SHANTI PROJECT | ||||||||
| 3170 23RD STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| SHARED SCIENCE | ||||||||
| 5318 E 2ND STREET 602 | LONG BEACH | CA | 90803 | NONE | PC | COVID 21: TARGETED COMMUNITY STEM EDUCATION SUPPORT | $15,000 | |
| SOUND WATERS INC | ||||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | NONE | PC | SOUNDWATERS RESEARCH INTENSIVE | $50,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| ST ANTHONY HIGH SCHOOL | ||||||||
| 620 OLIVE AVENUE | LONG BEACH | CA | 90802 | NONE | PC | ST. ANTHONY HIGH SCHOOL SCHOLARSHIP PROGRAM | $48,000 | |
| ST BARNABAS SCHOOL | ||||||||
| 3980 MARRON AVE | LONG BEACH | CA | 90807 | NONE | PC | TUITION ASSISTANCE | $45,000 | |
| ST MARY MEDICAL CENTER FOUNDATION | ||||||||
| 1050 LINDEN AVE | LONG BEACH | CA | 90813 | NONE | PC | MUNZER NURSE SCHOLAR PROGRAM | $55,600 | |
| SU CASA - ENDING DOMESTIC VIOLENCE | ||||||||
| 3750 E ANAHEIM STREET SUITE 100 | LONG BEACH | CA | 90804 | NONE | PC | STRATEGIC PLANNING AND CAPACITY BUILDING | $45,000 | |
| SUCCESS IN CHALLENGES | ||||||||
| 4508 ATLANTIC AVENUE UNIT 782 | LONG BEACH | CA | 90807 | NONE | PC | SIC/CDF FREEDOM SCHOOL | $25,600 | |
| SUSTAINABLE CONSERVATION | ||||||||
| 98 BATTERY STREET 302 | SAN FRANCISCO | CA | 94111 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| TEE IT UP FOR THE TROOPS - HUNTINGTON BEACH | ||||||||
| P O BOX 3358 | HUNTINGTON BEACH | CA | 92605 | NONE | PC | 10TH ANNUAL GOLF TOURNAMENT | $5,000 | |
| TEENS RUN DC | ||||||||
| PO BOX 15651 | WASHINGTON | DC | 20003 | NONE | PC | TRDC'S MENTORING, DISTANCE RUNNING, AND SEL PROGRAM | $32,000 | |
| THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES | ||||||||
| 701 EAST 28TH STREET SUITE 200 | LONG BEACH | CA | 90806 | NONE | PC | TCC FAMILY HEALTH COVID-19 RESPONSE CORE OPERATING | $100,000 | |
| THE CORBIN HILL FOOD PROJECT INC | ||||||||
| 475 RIVERSIDE DRIVE SUITE 243 | NEW YORK | NY | 10115 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| THE GUIDANCE CENTER | ||||||||
| 1301 PINE AVE | LONG BEACH | CA | 90813 | NONE | PC | GENERAL SUPPORT FOR MENTAL HEALTH SERVICES | $75,000 | |
| THE JEWEL BOX CHILDREN'S THEATER COMPANY | ||||||||
| 3371 CERRITOS AVE | SIGNAL HILL | CA | 90755 | NONE | PC | ARTS EDUCATION OUTREACH PROGRAM | $10,800 | |
| THE LGBTQ CENTER LONG BEACH (DBA) | ||||||||
| 2017 E 4TH STREET | LONG BEACH | CA | 90814 | NONE | PC | MENTORING YOUTH THROUGH EMPOWERMENT | $40,000 | |
| THE NONPROFIT PARTNERSHIP | ||||||||
| O-2 4900 EAST CONANCT STREET 225 | LONG BEACH | CA | 90808 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| THE NONPROFIT PARTNERSHIP LONG BEACH GIVES | ||||||||
| O-2 4900 EAST CONANCT STREET 225 | LONG BEACH | CA | 90808 | NONE | PC | LONG BEACH GIVES | $35,000 | |
| TICHENOR CLINIC FOR CHILDREN | ||||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | NONE | PC | SPEECH THERAPY PROGRAM | $27,000 | |
| UN MUNDO DE AMIGOS PRESCHOOL | ||||||||
| 1480 LONG BEACH BLVD | LONG BEACH | CA | 90813 | NONE | PC | ONLINE LEARNING SUPPORT AND GENERAL OPERATIONAL SUPPORT | $40,000 | |
| UNITED CAMBODIAN COMMUNITY | ||||||||
| 2201 E ANAHEIM STREET SUITE 200 | LONG BEACH | CA | 90804 | NONE | PC | CAMBODIAN COVID-19 RELIEF PROGRAM | $25,000 | |
| URBAN COMMUNITY OUTREACH | ||||||||
| 241 CEDAR AVE | LONG BEACH | CA | 90802 | NONE | PC | UCO OPERATIONS AND HOUSING COORDINATOR | $20,000 | |
| VOTE SOLAR | ||||||||
| 360 22ND STREET SUITE 730 | OAKLAND | CA | 94612 | NONE | PC | OPERATING SUPPORT | $4,000 | |
| WASHINGTON AREA BICYCLIST ASSOCIATION | ||||||||
| 2599 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| WATERSIDE SCHOOL | ||||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| WESTERN CENTER ON LAW AND POVERTY | ||||||||
| 3701 WILSHIRE BLVD SUITE 208 | LOS ANGELES | CA | 90010 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| WOMENSHELTER OF LONG BEACH | ||||||||
| PO BOX 17098 | LONG BEACH | CA | 90807 | NONE | PC | CHILDREN AND YOUTH SERVICES PROGRAM | $40,000 | |
| YALE NEW HAVEN HOSPITAL | ||||||||
| PO BOX 1849 | NEW HAVEN | CT | 065081849 | NONE | PC | NICU, REBECCA AND HILLARY FUND | $5,000 | |
| YMCA OF GREATER LONG BEACH | ||||||||
| 3605 LONG BEACH BLVD SUITE 210 | LONG BEACH | CA | 90807 | NONE | PC | YMCA YOUTH INSTITUTE | $35,000 | |
| YOUNG HORIZONS | ||||||||
| 501 ATLANTIC AVE | LONG BEACH | CA | 90802 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAM | $50,000 | |
| YWCA GREENWICH | ||||||||
| 259 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | PC | DOMESTIC ABUSE CHILD COUNSELING SERVICES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,704,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $170 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,686,158 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,686,480 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,686,480 | 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 STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $145,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $30,050 | Amt |
| Net Investment Income | $30,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HALBERT HARGROVE EQUITY | $8,862 | $8,862 |
| RUSSELL EQUITY | $108,343,819 | $108,343,819 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $14,453 | $2,890 | $0 | $11,563 |
| BOARD MEETING EXPENSES | $5,040 | $238 | $0 | $4,802 |
| DUES & SUBSCRIPTIONS | $3,631 | $36 | $0 | $3,595 |
| INSURANCE | $4,724 | $2,362 | $0 | $2,362 |
| TELEPHONE | $2,743 | $137 | $0 | $2,606 |
| MISCELLANEOUS | $8,238 | $324 | $0 | $7,914 |
| WEBSITE | $890 | $0 | $0 | $890 |
| SOFTWARE | $440 | $0 | $0 | $440 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME FROM LP | $170 | $0 |
| OTHER INCOME FROM K-1S | $0 | $349,209 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $11,326,839 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $542,380 | Amt |
| Net Investment Income | $542,380 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $20,759 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $160,675 | $0 | $0 |
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