THE LOUIS & HAROLD PRICE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE LOUIS & HAROLD PRICE FOUNDATION (EIN 13-6121358)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202413169349100636
- Schema version
- 2023v5.1
- 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
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T10:56:23-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136121358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUIS & HAROLD PRICE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2133308571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOODBRIDGE CENTER DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070951191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE VITTI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7326945413 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3012726000 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $110,331,465 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $274,001 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $274,001 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,555,227 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,555,227 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$444,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,684,644 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $847,757 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $771,281 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,232,215 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,600,509 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $108,860 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,886 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $97,974 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $435,147 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $306,812 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $128,335 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $81,760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,310 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $142,079 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $132,848 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,231 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $767,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $452,856 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $235,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,776,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,776,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,544,596 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $452,856 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,012,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,312,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,147,653 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,775 | CashBOYAmt |
| Cash EOY | $5,775 | CashEOYAmt |
| Cash EOYFMV | $5,775 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,147,094 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,606,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,606,944 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,937,667 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,638,782 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,786,980 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $56,974,032 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,658,904 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $90,985,739 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,734,841 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,799,634 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,782,001 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,555,862 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,327,409 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,158,261 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,487 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,765 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,765 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $74,361,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,043,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,331,465 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $74,361,758 | RetainedEarningBOYAmt |
| Retained Earning EOY | $72,043,213 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,361,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $72,043,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,361,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,043,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,361,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,312,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $994,266 | OtherIncreasesAmt |
| Subtotal | $72,043,643 | SubtotalAmt |
| Other Decreases | $430 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $72,043,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $9,684,644 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,129,414 | CostOrOtherBasisAmt |
| Gain Or Loss | -$444,770 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$444,770 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$444,770 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,852 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,852 | SubtotalAmt |
| Tax Based On Investment Income | $29,852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,820 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $47,820 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,968 | OverpaymentAmt |
| Applied To ES Tax | $17,968 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | PRICEFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7326945413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOODBRIDGE CENTER DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070951191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| AL OSBORNE JR PHD | ||||||||
| 100 WOODBRIDGE CENTER DRIVE | WOODBRIDGE | NJ | 070951191 | TRUSTEE | 0.15 | $0 | $0 | $0 |
| BONNIE VITTI | ||||||||
| 100 WOODBRIDGE CENTER DRIVE | WOODBRIDGE | NJ | 070951191 | PRESIDENT/TRUSTEE | 8.0 | $0 | $0 | $0 |
| GEORGE ASCH | ||||||||
| 100 WOODBRIDGE CENTER DRIVE | WOODBRIDGE | NJ | 070951191 | TRUSTEE | 0.15 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOODBRIDGE CENTER DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070951191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $430,457 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $93,956,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,410,296 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,157,377 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,524,262 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $102,524,262 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,468,584 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,055,678 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,902,784 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,902,784 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,852 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $14,236 | IncomeTaxAmt |
| Total Tax | $44,088 | TotalTaxAmt |
| Distributable Before Adj | $4,858,696 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,858,696 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,858,696 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,012,290 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,012,290 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,858,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,849,311 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $5,012,290 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,849,311 | AppliedToYear1Amt |
| Applied To Current Year | $162,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $4,695,717 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Access Afterschool | ||||||||||||
| PO Box 819 Carbondale | Carbondale | CO | 81623 | N/A | PC | General Operating Support | $10,000 | |||||
| American Corporation of the Arts | ||||||||||||
| 6233 Hollywood Boulevard | Los Angeles | CA | 90028 | N/A | PC | 2023-2024 Producer Level Membership | $12,000 | |||||
| American Friends of Shaare Zedek Medical | ||||||||||||
| 55 West 39th Street 4th Floor | New York | NY | 10018 | N/A | PC | General Operating Support | $5,000 | |||||
| American Jewish World Service | ||||||||||||
| 45 West 36th Street 11 | New York | NY | 100187904 | N/A | PC | General Operating Support | $10,000 | |||||
| Americares Foundation Inc | ||||||||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | N/A | PC | SUPPORT TO UKRAINE | $20,000 | |||||
| Anti-Defamation League - National | ||||||||||||
| 605 3rd Avenue | New York | NY | 10158 | N/A | PC | General Operating Support / Gift to Anti-Defamation League - National | $105,000 | |||||
| Anti-Defamation League Los Angeles | ||||||||||||
| 10495 Santa Monica Blvd | Los Angeles | CA | 90025 | N/A | PC | General Operating Support / Gift to Anti-Defamation League - Los Angeles | $110,000 | |||||
| APLA Health & Wellness | ||||||||||||
| 611 S KINGSLEY DR | Los Angeles | CA | 900052319 | N/A | PC | General Operating Support | $1,000 | |||||
| Aspen Hall of Fame | ||||||||||||
| PO Box 510 | Aspen | CO | 81612 | N/A | PC | General Operating Support / March 2023 Grant | $2,000 | |||||
| Aspen Historical Society | ||||||||||||
| 620 West Bleeker Street | Aspen | CO | 81611 | N/A | PC | General Operating Support | $5,000 | |||||
| Aspen Music Festival and School | ||||||||||||
| 222 Music School Road | Aspen | CO | 81611 | N/A | PC | General Operating Support | $88,000 | |||||
| Aspen Valley Ski-Snowboard Club Inc | ||||||||||||
| 300n AVSC Drive | Aspen | CO | 81611 | N/A | PC | SnoWarrior Skier Scholarships | $10,000 | |||||
| Aspen Youth Center | ||||||||||||
| PO Box 8266 | Aspen | CO | 81612 | N/A | PC | After School Clubs | $10,000 | |||||
| Avenues to Independence | ||||||||||||
| 513 Busse Highway Suite 100 | Park Ridge | IL | 60068 | N/A | PC | March 2023 Grant | $100,000 | |||||
| Bessie's Hope | ||||||||||||
| PO Box 12675 | Denver | CO | 80212 | N/A | PC | General Operating Support | $5,000 | |||||
| Bridging Bionics Foundation | ||||||||||||
| 455 Gold Rivers Court | Basalt | CO | 81621 | N/A | PC | General Operating Support | $35,000 | |||||
| Carnegie Hall Corporation | ||||||||||||
| 881 Seventh Avenue | New York | NY | 100193321 | N/A | PC | General operating support | $5,000 | |||||
| Cedars-Sinai Medical Center | ||||||||||||
| 8700 Beverly Blvd Suite 2416 | Los Angeles | CA | 900480750 | N/A | PC | General Support | $40,000 | |||||
| Center for Reproductive Rights | ||||||||||||
| 199 Water Street 22nd Floor | New York | NY | 10038 | N/A | PC | General Operating Support | $50,000 | |||||
| Center Theatre Group | ||||||||||||
| 601 West Temple Street | Los Angeles | CA | 90012 | N/A | PC | March 2023 Grant | $150,000 | |||||
| Children's Aid Society | ||||||||||||
| 117 West 124th Street 5th Floor | New York | NY | 10027 | N/A | PC | General Operating Support | $2,000 | |||||
| Columbia College Fund The | ||||||||||||
| PO Box 1523 | New York | NY | 10008 | N/A | PC | General operating support | $5,000 | |||||
| Cystic Fibrosis Canada | ||||||||||||
| N/A | PC | 2023 Grant from The Louis and Harold Price Foundat | $10,000 | 2323 Younge Street Suite 800 | Toronto | CA | CA M4P 2C9 | |||||
| de Toledo High School | ||||||||||||
| 22622 Vanowen Street | Los Angeles | CA | 91307 | N/A | PC | General Operating Support/ Tuition assistance program / Gift to de Toledo High School | $85,000 | |||||
| Dogwood Alliance | ||||||||||||
| 93 Church St | Asheville | NC | 28801 | N/A | PC | Communities Solutions | $5,000 | |||||
| English in Action | ||||||||||||
| PO Box 4856 | Basalt | CO | 81612 | N/A | PC | General Operating Support | $10,000 | |||||
| Ethical Culture Fieldston School | ||||||||||||
| 33 Central Park West | New York | NY | 10023 | N/A | PC | ECFS Annual Fund | $5,000 | |||||
| Exponent Philanthropy | ||||||||||||
| 1720 N Street NW | Washington | DC | 20036 | N/A | PC | Donation portion | $100 | |||||
| Feeding America | ||||||||||||
| 35 East Wacker Drive 2000 | Chicago | IL | 60601 | N/A | PC | April 2023 Grant/ Gift to Feeding America | $350,000 | |||||
| Food Bank for New York City | ||||||||||||
| 39 Broadway 10th Floor | New York | NY | 10006 | N/A | PC | April 2023 Grant/ General Operating Support | $40,000 | |||||
| Food Bank of the Rockies | ||||||||||||
| 10700 E 45th Avenue | Denver | CO | 80239 | N/A | PC | April 2023 Grant/ 50% Western Slope & 50% General Operating Support | $60,000 | |||||
| Fresh Start Surgical Gifts | ||||||||||||
| 2011 Palomar Airport Rd Ste 206 | Carlsbad | CA | 92011 | N/A | PC | General Operating Support | $10,000 | |||||
| Harvard-Westlake School | ||||||||||||
| 3700 Coldwater Canyon | Studio City | CA | 91604 | N/A | PC | Gift to Harvard Westlake School | $50,000 | |||||
| Henry Street Settlement | ||||||||||||
| 265 Henry St | New York | NY | 10002 | N/A | PC | Boys and Girls Republic | $2,500 | |||||
| Hope House of Colorado | ||||||||||||
| 6475 Benton Street Bldg A | Arvada | CO | 80003 | N/A | PC | GED Program | $10,000 | |||||
| Independence Pass Foundation | ||||||||||||
| 312 AABC Suite F | Aspen | CO | 80611 | N/A | PC | General Operating Support | $6,000 | |||||
| Jewish Big Brothers Big Sisters of LA | ||||||||||||
| 11150 West Olympic Boulevard Suite | Los Angeles | CA | 90064 | N/A | PC | General Operating Support | $5,000 | |||||
| Jewish Federation Council of Greater LA | ||||||||||||
| 6505 Wilshire Boulevard Suite 1100 | Los Angeles | CA | 90048 | N/A | PC | March and April 2023 Grants/ Gift to Jewish Federation Council of Greater Los Angeles | $350,000 | |||||
| Jewish Foundation For The Righteous Inc | ||||||||||||
| 80 Main Street Suite 380 | West Orange | AL | 070525438 | N/A | PC | Rescuer Support Program | $40,000 | |||||
| Laradon | ||||||||||||
| 5100 Lincoln Street | Denver | CO | 80216 | N/A | PC | Individual Employment Program | $10,000 | |||||
| Lenox Hill Hospital | ||||||||||||
| Northwell Health Foundation 100 Eas | New York | NY | 10075 | N/A | PC | Northwell Health Foundation | $10,000 | |||||
| Leo Baeck Temple | ||||||||||||
| 1300 North Sepulveda Boulevard | Los Angeles | CA | 90049 | N/A | PC | General Operating Support | $227,500 | |||||
| LIFT-UP Pitkin County | ||||||||||||
| 800 Railroad Avenue | Rifle | CO | 81650 | N/A | PC | General Operating Support | $20,000 | |||||
| Lincoln Center For The Performing Arts | ||||||||||||
| 70 Lincoln Center Plaza 9th Floor | New York | NY | 10023 | N/A | PC | General operating support | $5,000 | |||||
| Los Angeles County Museum of Art | ||||||||||||
| 5905 Wilshire Boulevard | Los Angeles | CA | 90036 | N/A | PC | General Operating Support | $5,000 | |||||
| Los Angeles Jewish Home for the Aging | ||||||||||||
| 7150 Tampa Avenue | Reseda | CA | 91335 | N/A | PC | General Operating Support | $10,000 | |||||
| Los Angeles Opera Company | ||||||||||||
| 135 N Grand Ave | Los Angeles | CA | 90012 | N/A | PC | LA Opera's Education and Senior Programs | $25,000 | |||||
| Los Angeles Police Memorial Foundation | ||||||||||||
| 1880 North Academy Drive | Los Angeles | CA | 90012 | N/A | PC | General Operating Support | $2,500 | |||||
| Los Angeles Regional Foodbank | ||||||||||||
| 1734 East 41st Street | Vernon | CA | 90058 | N/A | PC | April 2023 Grant/ General Operating Support | $60,000 | |||||
| MANNA FoodBank Inc | ||||||||||||
| 627 SWANNANOA RIVER RD | Asheville | NC | 28805 | N/A | PC | General Operating Support | $60,000 | |||||
| Meals on Wheels - Denver | ||||||||||||
| 2660 Larimer Street | Denver | CO | 80205 | N/A | PC | General Operating Support/ Meals on Wheels Program | $50,000 | |||||
| Mountain Rescue-Aspen Inc | ||||||||||||
| 37925 Highway 82 | Aspen | CO | 81611 | N/A | PC | General Operating Support | $1,000 | |||||
| Museum of Tolerance | ||||||||||||
| 1399 South Roxbury Drive | Los Angeles | CA | 90035 | N/A | PC | General Operating Support | $10,000 | |||||
| National Center for Family Philanthropy | ||||||||||||
| 1667 K Street Northwest Suite 550 | Washington | DC | 20006 | N/A | PC | April 2023 Grant | $1,000 | |||||
| Natural Resources Defense Council | ||||||||||||
| 40 West 20th Street | New York | NY | 10011 | N/A | PC | April 2023 Grant | $25,000 | |||||
| New York Historical Society | ||||||||||||
| 170 Central Park West | New York | NY | 10024 | N/A | PC | General operating support | $10,000 | |||||
| New York Presbyterian Weill Cornell Med | ||||||||||||
| 850 Third Avenue 12th Floor | New York | NY | 10022 | N/A | PC | General operating support | $10,000 | |||||
| Oakwood School | ||||||||||||
| 11600 Magnolia Boulevard | Los Angeles | CA | 91601 | N/A | PC | March 2023 Grant | $750,000 | |||||
| ONEgeneration | ||||||||||||
| 17400 Victory Blvd | Nuys | CA | 91406 | N/A | PC | Grandparents as Parents - General Support | $10,000 | |||||
| Pitkin County Library | ||||||||||||
| 120 North Mill Street | Aspen | CO | 81611 | N/A | PC | General Operating Support | $3,000 | |||||
| Planned Parenthood Los Angeles | ||||||||||||
| 400 West 30th Street | Los Angeles | CA | 90007 | N/A | PC | General Operating Support | $5,000 | |||||
| Planned Parenthood of New York City | ||||||||||||
| 26 Bleecker Street | New York | NY | 10012 | N/A | PC | General Operating Support | $5,000 | |||||
| Planned Parenthood of the Rocky Mountains | ||||||||||||
| 7155 East 38th Avenue | Denver | CO | 80207 | N/A | PC | General Operating Support - Glenwood Springs Healt | $5,000 | |||||
| Population Connection | ||||||||||||
| 2120 L Street Northwest | Wahington | DC | 20037 | N/A | PC | April 2023 Grant | $20,000 | |||||
| Regents of the University of Colorado | ||||||||||||
| 1800 North Grant Street Suite 600 | Denver | CO | 802031148 | N/A | PC | Regents of the Univ of Colorado | $100,000 | |||||
| RESPONSE Help For Battered Women | ||||||||||||
| 405 Castle Creek Road Suite 203 | Aspen | CO | 81612 | N/A | PC | General Operating Support | $10,000 | |||||
| Rocky Mountain PBS - KRMA Channel 6 | ||||||||||||
| 2101 Arapahoe St | Denver | CO | 80205 | N/A | PC | General Operating Support | $5,000 | |||||
| Saban Community Clinic | ||||||||||||
| 8405 Beverly Boulevard | Los Angeles | CA | 90048 | N/A | PC | General Operating Support | $20,000 | |||||
| Sacramento Food Bank & Family Services | ||||||||||||
| 3333 Third Avenue | Sacramento | CA | 95817 | N/A | PC | APRIL 2023 GRANT/ General Operating Support | $60,000 | |||||
| SafeHouse Denver | ||||||||||||
| 1649 North Downing Street | Denver | CO | 80218 | N/A | PC | General Operating Support | $15,000 | |||||
| Sea Shepherd Australia Limited | ||||||||||||
| N/A | PC | July 2023 - Grants - 1st installment toward aid of new boat and towing equipment | $50,000 | 2 Ann St PO Box 1215 | AS | 3016 | Williamstown | |||||
| Second Nurture | ||||||||||||
| 2389 Main Street Ste 100 | Glastonbury | CT | 06033 | N/A | PC | April 2023 Grant | $25,000 | |||||
| Shining Stars Foundation | ||||||||||||
| 24 County Road 524 | Tabernash | CO | 80478 | N/A | PC | April 2023 Grant | $5,000 | |||||
| Solomon R Guggenheim Foundation | ||||||||||||
| 1071 Fifth Avenue | New York | NY | 10128 | N/A | PC | General operating support | $5,000 | |||||
| Southern Poverty Law Center Inc | ||||||||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | N/A | PC | Tolerance programs/monitor hate programs | $40,000 | |||||
| Swipe Out Hunger | ||||||||||||
| 3751 Motor Ave PO 34425 | Los Angeles | CA | 90034 | N/A | PC | General Operating Support | $5,000 | |||||
| Teach For America - Los Angeles | ||||||||||||
| 606 S Olive Street Suite 300 | Los Angeles | CA | 90014 | N/A | PC | General Operating Support | $10,000 | |||||
| Temple Beth Hillel | ||||||||||||
| 12326 Riverside Drive | Valley Village | CA | 916073608 | N/A | PC | May 6th Gala / Discretionary Fund / Security Needs | $200,000 | |||||
| The Buddy Program Inc | ||||||||||||
| 110 East Hallam Suite 125 | Aspen | CO | 81611 | N/A | PC | April 2023 Grant/ General Operating Support | $50,000 | |||||
| The Denver Rescue Mission | ||||||||||||
| 6100 Smith Road | Denver | CO | 80216 | N/A | PC | April 2023 Grant | $25,000 | |||||
| The Garry Marshall Theatre | ||||||||||||
| 4252 W Riverside Drive | Burbank | CA | 91505 | N/A | PC | General operating support | $15,000 | |||||
| The ISEF Foundation | ||||||||||||
| 520 8th Avenue Fourth Floor | New York | NY | 10018 | N/A | PC | April 2023 Grant/ Crisis Support | $60,000 | |||||
| The Jewish Federation of Greater LA | ||||||||||||
| 6505 Wilshire Boulevard Suite 1100 | Los Angeles | CA | 90048 | N/A | PC | Jewish Federation Council of Greater Los Angeles | $100,000 | |||||
| The Music Center of Los Angeles County | ||||||||||||
| 135 North Grande Avenue | Los Angeles | CA | 90012 | N/A | PC | The Music Center Arts Education Programs | $20,000 | |||||
| The People Concern | ||||||||||||
| 2116 Arlington Avenue Suite 100 | Los Angeles | CA | 90018 | N/A | PC | Sojourn - A Project of OPCC | $10,000 | |||||
| The Salvation Army | ||||||||||||
| 16941 Keegan Ave | Carson | CA | 90746 | N/A | PC | Siemon Family Youth & Community Center | $10,000 | |||||
| UCLA - Bootcamp for Veterans | ||||||||||||
| 110 Westwood Plaza Suite C305 | Los Angeles | CA | 900951481 | N/A | PC | Entrepreneurship Bootcamp for Veterans with Disabilities | $25,000 | |||||
| UCLA Foundation | ||||||||||||
| 110 Westwood Plaza Suite C305 | Los Angeles | CA | 900951481 | N/A | PC | Entrepreneurs BootCamp for Veterans (EBV) / The UCLA Foundation third installment pledge / Osborne Entrepreneurship & Innovation Fund (90719) | $642,500 | |||||
| United States Holocaust Memorial Museum | ||||||||||||
| 100 Raoul Wallenberg Place Southwes | Washington | DC | 20024 | N/A | PC | General Operating Support | $5,000 | |||||
| University of California Irvine Foundation | ||||||||||||
| 100 Theory Suite 250 | Irvine | CA | 92617 | N/A | PC | School of Science / UCI Foundation | $5,000 | |||||
| University of California Los Angeles | ||||||||||||
| 110 Westwood Plaza Suite F405 | Los Angeles | CA | 900951481 | N/A | PC | Fellowship Support | $10,650 | |||||
| University of Colorado Foundation | ||||||||||||
| 1800 Grant Street Suite 725 | Denver | CO | 80301 | N/A | PC | UCB Parent Fund | $5,000 | |||||
| University of ColoradoGuardian Scholars | ||||||||||||
| 1800 Grant Street Suite 725 | Denver | CO | 80301 | N/A | PC | Guardian Scholars Program | $20,000 | |||||
| University of Washington Foundation | ||||||||||||
| PACCAR Hal 4273 E Stevens Way NE | Seattle | WA | 981953200 | N/A | PC | Bradford-Osborne Research Award (BORA) | $35,000 | |||||
| Venice Family Clinic | ||||||||||||
| 604 Rose Avenue | Venice | CA | 90291 | N/A | PC | Early Head Start Program | $5,000 | |||||
| Visiting Nurse Assoc & Hospice of SC | ||||||||||||
| 2151 East Convention Center Way Sui | Ontario | CA | 91764 | N/A | PC | General Operating Support | $10,000 | |||||
| Women Founders Network | ||||||||||||
| 741 Iliff Street | Pacific Palisades | CA | 90272 | N/A | PC | 2023 Grant | $10,000 | |||||
| Yeshiva Ketana | ||||||||||||
| 12131 Burbank Boulevard | Valley Village | CA | 91607 | N/A | PC | General Operating Support | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,776,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aspen Music Festival and School | |||||||||||
| 222 Music School Road | Aspen | CO | 81611 | NONE | PC | General Operating Support | $110,000 | ||||
| Bridging Bionics | |||||||||||
| 455 Gold Rivers Court | Basalt | CO | 81621 | NONE | PC | General Operating Support | $75,000 | ||||
| Buddy Program | |||||||||||
| 110 East Hallam Suite 125 | Aspen | CO | 81611 | NONE | PC | Glenwood Springs 4 year campaign | $50,000 | ||||
| Harvard-Westlake HS | |||||||||||
| 700 N Faring Road | Los Angeles | CA | 90077 | NONE | PC | General Operating Support | $200,000 | ||||
| Oakwood School | |||||||||||
| 11600 Magnolia Boulevard | Los Angeles | CA | 91601 | NONE | PC | Campaign campus improvements | $2,300,000 | ||||
| Sea Shepherd | |||||||||||
| NONE | PC | Campaign purchase new boat and towing equipment | $100,000 | 2 Ann St PO Box 1215 | Williamstown | AS | 3016 | ||||
| UCLA | |||||||||||
| 110 Westwood Plaza Suite C305 | Los Angeles | CA | 900951481 | PC | Harold & Pauline Price Center for Entrepreneurial Studies in honor of Dr. Al Osborne | $1,200,000 | |||||
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274,001 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,555,227 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| 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 | -$444,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,384,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,384,458 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $4,468,584 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT. 1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $102,524,263 2. 1.5% OF LINE 1: $1,537,864 3. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $4,013,153 (12/31/21); $4,380,308 (12/31/22); AND $5,012,290 (12/31/23) FOR AN AVERAGE OF $4,468,584 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. CHARITABLE ACTIVITIES. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (56 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $103,356 | $98,706 |
| AIR LEASE CORP | $99,082 | $102,884 |
| AMAZON.COM INC | $0 | $0 |
| AMERICAN EXPRESS CO | $0 | $0 |
| AMERICAN HONDA FINANCE | $25,995 | $27,411 |
| AUTOZONE INC | $99,902 | $101,326 |
| BANK OF AMERICA CORP | $100,200 | $101,080 |
| BANK OF MONTREAL | $0 | $0 |
| BP CAP MARKETS AMERICA | $88,727 | $91,456 |
| CANADIAN IMPERIAL BANK | $0 | $0 |
| CAPITAL ONE FINANCIAL CO | $101,897 | $105,416 |
| CHARLES SCHWAB CORP | $110,442 | $98,567 |
| CHEVRON USA INC | $0 | $0 |
| CITIGROUP INC | $115,718 | $111,476 |
| COMCAST CORP | $120,662 | $110,251 |
| D.R. HORTON INC | $59,813 | $53,603 |
| DTE ENERGY CO | $110,213 | $109,370 |
| ELECTRONIC ARTS INC | $86,792 | $86,508 |
| ENERGY TRANSFER PARTNERS | $105,694 | $96,985 |
| FLORIDA POWER & LIGHT CO | $0 | $0 |
| GENERAL MOTORS FINL CO | $70,760 | $67,710 |
| GENERAL MOTORS FINL CO | $36,207 | $35,073 |
| HCA INC | $97,527 | $102,301 |
| HP ENTERPRISE CO | $100,801 | $95,650 |
| JPMORGAN CHASE & CO | $51,047 | $50,486 |
| JPMORGAN CHASE & CO | $51,337 | $45,303 |
| LABORATORY CORP OF AMER | $102,887 | $106,383 |
| L3HARRIS TECH INC | $99,185 | $104,354 |
| MCDONALD'S CORP | $0 | $0 |
| MOODY'S CORPORATION | $99,854 | $99,077 |
| MORGAN STANLEY | $96,742 | $98,270 |
| OMNICOM GROUP INC | $0 | $0 |
| PAYPAL HOLDINGS INC | $95,866 | $87,685 |
| PIONEER NATURAL RESOURCE | $0 | $0 |
| PNC FINANCIAL SERVICES | $102,876 | $105,029 |
| PUB SVC NEW HAMP | $0 | $0 |
| PUBLIC STORAGE | $110,010 | $99,270 |
| ROPER TECHNOLOGIES INC | $0 | $0 |
| PUBLIC SERVICE ENTERPRIS | $100,089 | $106,365 |
| ROSS STORES INC | $0 | $0 |
| SAN DIEGO G&E | $0 | $0 |
| SHERWIN-WILLIAMS CO | $73,905 | $70,144 |
| SOUTHERN CAL EDISON | $101,191 | $106,772 |
| SOUTHWEST AIRLINES CO | $97,550 | $98,673 |
| STARBUCKS CORP | $94,885 | $97,112 |
| T-MOBILE USA INC | $0 | $0 |
| TOYOTA MOTOR CREDIT CORP | $77,158 | $77,288 |
| TRUIST FINANCIAL CORP | $97,137 | $99,115 |
| UNION PACIFIC CORP | $0 | $0 |
| VALERO ENERGY CORP | $109,928 | $109,265 |
| WARNERMEDIA HOLDINGS INC | $100,147 | $106,658 |
| SUMITOMO MITSUI FINL GRP | $108,640 | $112,361 |
| PFIZER INVESTMENT ENTER | $104,874 | $105,563 |
| BHP BILLITON FIN USA LTD | $94,491 | $99,005 |
| ENBRIDGE INC | $97,790 | $102,613 |
| SDART 2023-1 B | $98,257 | $99,437 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P SMCAP 600 INDEX | $3,270,630 | $4,697,725 |
| ISHARES TR S&P 500 INDEX | $46,227,548 | $77,086,138 |
| ISHARES TR S&P MIDCAP 400 | $5,163,723 | $7,867,734 |
| VANGUARD RUSSELL 1000 GROW | $997,003 | $1,334,142 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,638,782 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,786,980 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CARLYLE REALTY PARTNERS VII | AT COST | $73,294 | $233,682 |
| COMMONFUND CIP PARTNERS VI | AT COST | $217,561 | $90,148 |
| COMMONFUND CNR PARTNERS VII | AT COST | $20,181 | $136,606 |
| COMMONFUND CNR PARTNERS VIII | AT COST | $933,099 | $842,501 |
| COMMONFUND CPE PARTNERS VII | AT COST | $244,779 | $496,394 |
| GEM REALTY FUND VI, LP | AT COST | $485,118 | $494,678 |
| LANDMARK EQUITY PARTNER XV, LP | AT COST | $128,894 | $206,491 |
| LEGACY VENTURE VI (QP), LLC | AT COST | $464,538 | $1,690,086 |
| OHA SCF II (OFFSHORE), LP | AT COST | $460,536 | $571,081 |
| PARK STREET CAPITAL NRF V, LP | AT COST | $394,186 | $590,844 |
| WCAS XII-ASTRO LP | AT COST | $58,303 | $0 |
| WELSH, CARSON, ANDERSON & | |||
| STOWE XII, LP | AT COST | $846,920 | $1,804,866 |
| ETON PARK OVERSEAS FUND | AT COST | $0 | $884 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $108,860 | LegalFeesAmt |
| Net Investment Income | $10,886 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $97,974 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $6,487 | BOYBookValueAmt |
| EOY Book Value | $5,765 | EOYBookValueAmt |
| EOYFMV | $5,765 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $430 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 EXPENSES | $132,848 | $132,848 | |
| ADMINISTRATIVE EXPENSES | $9,231 | $9,231 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 PASS-THROUGH INCOME | $699,997 | $699,997 |
| K-1 PASS-THROUGH INCOME (UBI) | $76,345 | $0 |
| OTHER INCOME - PFIC (FROM K-1) | $71,284 | $71,284 |
| STATE TAX REFUND | $131 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON DONATED SECURITIES | Desc |
| Amt | $994,266 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $291,451 | $291,451 | |
| MANAGEMENT FEES | $137,500 | $13,750 | $123,750 |
| CUSTODY SERVICE FEES | $1,506 | $1,506 | |
| ONLINE GRANTS MANAGEMENT | $3,640 | $3,640 | |
| ADMINISTRATIVE SUPPORT | $950 | $95 | $855 |
| OTHER PROFESSIONAL FEES | $100 | $10 | $90 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL | $79,450 | |
| WITHHOLDING | $1,954 | $1,954 |
| STATE | $356 | $356 |