COLBURN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COLBURN FOUNDATION (EIN 95-4693145)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-18
- IRS object ID
- 202413239349100821
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-18T11:58:49-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262938649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gavigan & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 959 E Walnut Street Suite 250 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | 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 | 954693145 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLBURN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLB | BusinessNameControlTxt |
| Phone | 8183994427 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11693 SAN VICENTE BLVD PMB 159 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAYNE PINKERNELL | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-11-18 | 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 | Brian A Neumann | PreparerPersonNm |
| PTIN | P01382154 | PTIN |
| Phone | 6268447914 | PhoneNum |
| 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 | $194,280,032 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,230,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,321,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,263,665 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,692,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,121,282 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,933 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,557,033 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,498,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,999,880 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $178,927 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $234,802 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $53,726 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $53,726 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,149 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,149 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $12,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $63,613 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $63,613 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,304,362 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,571,667 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $318,993 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95,056 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,720 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,531 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,531 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $36,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,971,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,666,723 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $416,191 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,917,605 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,870,997 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,889,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,666,723 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,287,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$390,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,333,157 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,135 | CashBOYAmt |
| Cash EOY | $8,600 | CashEOYAmt |
| Cash EOYFMV | $8,600 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $574,419 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $725,170 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $725,170 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $238,775 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $331,633 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $331,633 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $8,183,218 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,752,461 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,752,461 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,387,725 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,032,850 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,032,850 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,253,072 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,903,010 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,903,010 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $158,960,425 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $166,526,308 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $166,526,308 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $181,616,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $194,280,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $194,280,032 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $871 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,069 | AccountsPayableEOYAmt |
| Grants Payable BOY | $15,444,056 | GrantsPayableBOYAmt |
| Grants Payable EOY | $19,389,164 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $851,815 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $799,526 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,296,742 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,191,759 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $165,320,027 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $174,088,273 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $165,320,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $174,088,273 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $181,616,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $194,280,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $165,320,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$390,786 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,159,032 | OtherIncreasesAmt |
| Subtotal | $174,088,273 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $174,088,273 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VARIOUS CAPITAL GAINS FROM K-1S | P | 2022-01-01 | 2023-12-30 | $4,088,321 | $4,088,321 | $4,088,321 |
| VARIOUS SALE OF PUBLIC SECURITIES | P | 2022-01-01 | 2023-12-31 | $32,961 | $32,961 | $32,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,121,282 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $185,331 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $185,331 | SubtotalAmt |
| Tax Based On Investment Income | $185,331 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $377,739 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $377,739 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $192,408 | OverpaymentAmt |
| Applied To ES Tax | $192,408 | 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 | colburnfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAYNE PINKERNELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8183994427 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11693 SAN VICENTE BLVD PMB 159 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| CAROL C GRIGOR | |||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | Chairman | 1.00 | $0 | |
| ALLISON SAMPSON | |||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | EXECUTIVE DIR. | 20.00 | $88,350 | $3,534 |
| LAYNE PINKERNELL | |||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | Secretary/Treas | 24.00 | $63,043 | |
| RICHARD W COLBURN | |||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | DIRECTOR | 1.00 | $0 | |
| DAVID D COLBURN | |||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | Director | 1.00 | $0 | |
| ROBERT S ATTIYEH | |||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | Director | 1.00 | $24,000 | |
| GAIL EDEN EICHENTHAL | |||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | Director | 1.00 | $0 | |
| JOHN P NUCKOLS | |||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | Director | 1.00 | $0 | |
| CATHERINE HOGEL | |||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | Director | 2.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL RINN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11693 SAN VICENTE BLVD PMB 159 | AddressLine1Txt |
| City | LOS ANGELS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANT ADMIN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 24.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $53,726 | CompensationAmt |
| Employee Benefits | $2,149 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGELES INVESTMENT ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 SANTA MONICA BLVD STE 650 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $280,329 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,054,777 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,299,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $166,526,307 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $190,880,854 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $190,880,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,863,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $188,017,641 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,400,882 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,400,882 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $185,331 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $185,331 | TotalTaxAmt |
| Distributable Before Adj | $9,215,551 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,215,551 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,215,551 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,287,188 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,287,188 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,215,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,511,850 | UndistributedIncomePYAmt |
| Qualifying Distributions | $9,287,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,511,850 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $775,338 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $8,440,213 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROL RINN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11693 SAN VICENTRE BLVD PMB 159 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8183994427 | RecipientPhoneNum |
| Recipient Email Address | CRINN@COLBURNFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE NOTE: WE STRONGLY URGE ALL GRANT SEEKERS TO CONTACT US AT (818)399-4427 BEFORE SUBMITTING A LETTER OF INTENT OR AN APPLICATION. AFTER A CONVERSATION, WE MAY ENCOURAGE YOU TO SUBMIT A LETTER OF INTENT. IF WE ARE FAMILIAR WITH YOUR ORGANIZATION OR PROGRAM, WE WILL WANT TO MEET WITH YOU AND/OR OBSERVE YOUR PROGRAM BEFORE ENCOURAGING YOU TO TAKE FURTHER STEPS. MOST OF OUR GRANTS ARE IN THE FORM OF GENERAL OPERATING SUPPORT. WE HAVE AN ONLINE APPLICATION PROCESS WE WILL WALK YOU THROUGH WHEN YOU ARE READY TO SUBMIT AN APPLICATION. THE APPLICATION REQUIRES THE FOLLOWING: MISSION AND HISTORY OF YOUR ORGANIZATION, PROOF OF 501(C)(3) STATUS, MOST RECENT TWO AUDITED FINANCIAL STATEMENTS (OR FORM 990'S IF YOU ARE NOT AUDITIED). IF THE LATTER ARE MORE THAN A YEAR OLD, PLEASE ALSO SUBMIT INTERNAL FINANCIAL STATEMENTS FOR YOUR MOST RECENT COMPLETED FISCAL YEAR AND A CURRENT BUDGET IF YOU ARE APPLYING FOR FUNDING FOR A FUTURE YEAR'S ACTIVITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GENERALLY AWARDED TO ORGANIZATIONS IN THE SOUTHERN CAIFORNIA AREA. THE PURPOSE OF THE GRANT MUST BE FOR FURTHERING THE STUDY, TEACHING, AND PERFORMANCE OF CLASSICAL MUSIC AND DANCE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE LONDON PHIL | |||||||
| 39 WEST 37TH ST FLOOR 12A | NEW YORK | NY | 10018 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $15,000 |
| WALLIS ANNENBURG CENTER FOR THE PER | |||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| ARROWHEAD ARTS ASSOCIATION | |||||||
| PO BOX 1925 | LAKE ARROWHEAD | CA | 92352 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $1,000 |
| AMERICAN YOUTH SYMPHONY INC | |||||||
| 2301 ROSECRANS AVE STE 2160 | EL SEGUNDO | CA | 90245 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| BAROQUE MUSIC FESTIVAL CORONA DEL M | |||||||
| PO BOX 838 | CORONA DEL MAR | CA | 92625 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| BOSTON COURT PERFORMING ARTS CENTER | |||||||
| PO BOX 60187 | PASADENA | CA | 91116 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $7,500 |
| CALDER PERFORMING ARTS ORGANIZATION | |||||||
| 2662 W 234TH STREET | TORRANCE | CA | 90505 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $4,000 |
| CALIFORNIA BAPTIST UNIVERSITY | |||||||
| 8432 MAGNOLIA AVENUE UNI ADVANCEM | RIVERSIDE | CA | 92504 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| CAMERATA PACIFICA | |||||||
| PO BOX 30116 | SANTA BARBARA | CA | 93130 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $11,000 |
| CASA ROMANTICA CULTURAL CENTER GARD | |||||||
| 415 AVENIDA GRANADA | SAN CLEMENTE | CA | 92672 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 |
| CENTER STAGE STRINGS | |||||||
| PO BOX 130524 | ANN ARBOR | MI | 48113 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| THE CHAMBER MUSIC SOCIETY OF LINCOL | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| CHORUS AMERICA | |||||||
| 1200 18TH SREET NW STE 1250 | WASHING | DC | 20036 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| CALIF INSTITUTE OF THE ARTS | |||||||
| 24700 MCBEAN PARKWAY | VALENCIA | CA | 91355 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $30,000 |
| The Colburn School | |||||||
| 200 S Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $4,381,997 |
| Compton Conservatory of Music | |||||||
| PO Box 4756 | Compton | CA | 90224 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $6,000 |
| Cal State University-Northridge | |||||||
| 18111 Nordoff Street | Northridge | CA | 91330 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $50,000 |
| Da Camera Society | |||||||
| 10 Chester Place | Los Angeles | CA | 90007 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $40,000 |
| Delirium Musicum | |||||||
| 1800 Winona BlvdApt 3 | Los Angeles | CA | 90027 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| Dream Orchestra | |||||||
| 3435 Wilshire BlvdSuite 1950 | Los Angeles | CA | 90010 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $12,000 |
| Elemental Music | |||||||
| 1830 Lincoln Blvd Suite 102 | Santa Monica | CA | 90404 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| ETM-LA Inc | |||||||
| 2501 W Burbank Blvd Suite 301 | Burbank | CA | 91505 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $11,500 |
| Glendale Youth Symphony | |||||||
| 209 East Lomita | Glendale | CA | 91205 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 |
| Grand Performances | |||||||
| 350 S Grand Ave Suite A4 | Los Angeles | CA | 90071 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $15,000 |
| Guild Opera Company | |||||||
| 5737 Kann Road Suite 118 | Agoura Hills | CA | 91301 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 |
| The Harmony Project | |||||||
| 325 N Larchmont Blvd 604 | Los Angeles | CA | 90001 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $20,000 |
| Heart of Los Angeles | |||||||
| 2701 Wilshire Blvd STE 100 | LOS ANGELES | CA | 90057 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $30,000 |
| Idyllwild Arts Foundation | |||||||
| 52500 Temecula Road 38 | Idyllwild | CA | 92549 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $50,000 |
| Org of American Kodaly Educators In | |||||||
| 38600 Pne Drive | Cherry Valley | CA | 92223 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| Inner City Youth Orchestra Los Ange | |||||||
| 6820 La Tijera Blvd STE 201 | Los Angeles | CA | 90045 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $23,000 |
| Jacaranda | |||||||
| 1626 N Benton Way | Los Angeles | CA | 90026 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| Jouyassance | |||||||
| 2704 Armstrong Avenue | Los Angeles | CA | 90039 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $20,000 |
| Kaleidoscope Chamber Orchestra | |||||||
| PO Box 251801 | Los Angeles | CA | 90025 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| Kontrapunktus Neo-Baroque Chamber O | |||||||
| PO Box 2959 | Seal Beach | CA | 90740 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $3,000 |
| KUSC | |||||||
| P O Box 77913 | Los Angeles | CA | 90007 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $100,000 |
| Los Angeles Children's Chorus | |||||||
| 585 E Colorado Blvd | Pasadena | CA | 91101 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| LA Chamber Orchestra Society | |||||||
| 510 West Sixth St STE 1001 | Los Angeles | CA | 90014 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $316,000 |
| Los Angeles County Department of AR | |||||||
| 500 West Temple St B-79-2 | LOS ANGELES | CA | 90012 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $24,000 |
| LA City Elementary Schools of Music | |||||||
| 15344 Weddington St 107 | Sherman Oaks | CA | 91411 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $6,000 |
| LACHSA Foundation | |||||||
| 369 E 1st Street 3rd Floor Suite | Los Angeles | CA | 90012 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $16,000 |
| Los Angeles Master Chorale | |||||||
| 135 N Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $230,000 |
| Los Angeles Opera Company | |||||||
| 135 N Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $988,000 |
| Los Angeles Philharmonic Assn | |||||||
| 151 South Grand Avenue | LOS ANGELES | CA | 90012 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $753,000 |
| Long Beach Opera | |||||||
| 115 Pine Avenue STE 550 | LONG BEACH | CA | 90802 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| Long Beach Symphony Association | |||||||
| 249 E Ocean Blvd STE 200 | LONG BEACH | CA | 90802 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| Long Beach Camerata Singers | |||||||
| PO Box 90511 | Long Beach | CA | 90809 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $50,000 |
| Madison Project co The Broad Stage | |||||||
| 1900 Pico Blvd | SANTA MONICA | CA | 90405 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| Marlboro School of Music | |||||||
| 1528 Walnut Street STE 301 | Philadelphia | PA | 19102 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $50,000 |
| Monday Evening Concerts | |||||||
| 514 S Curson | Los Angeles | CA | 90036 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $20,000 |
| Music Academy of the West | |||||||
| 1070 Fairway Road | SANTA BARBARA | CA | 93108 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $35,000 |
| The Music Guild | |||||||
| 6303 Wilshire Blvd STE 206 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $13,500 |
| Musica Angelica | |||||||
| 65 Pine Ave 12 | Long Beach | CA | 90802 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $270,000 |
| MUSYCA Children's Choir | |||||||
| 10110 Melinda Way 5 | Northridge | CA | 91325 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $15,000 |
| Musica Transaplina | |||||||
| 2520 Kincaid Drive APT 101 | COSTA MESA | CA | 92626 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| National Children's Chorus | |||||||
| 580 Hilgard Avenue UNIT 29 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $6,000 |
| Neighborhood Music School Associati | |||||||
| 358 South Boyle Avenue | LOS ANGELES | CA | 90033 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $60,000 |
| The New School | |||||||
| 55 West 13th Street ROOM 929 | NEW YORK | NY | 10011 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $20,000 |
| New West Symphony Association | |||||||
| 2100 Thousand Oaks Blvd STE D | THOUSAND OAKS | CA | 91362 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $20,000 |
| Occidental College | |||||||
| 1600 Campus Road | Los Angeles | CA | 90041 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $15,000 |
| Ojai Festivals Ltd | |||||||
| P O Box 185 | Ojai | CA | 93024 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $50,000 |
| Olympia Philharmonic Society | |||||||
| 465 W LeRoy Ave | Arcadia | CA | 91007 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $6,000 |
| Pacific Symphony | |||||||
| 17620 Fitch STE 100 | Irvine | CA | 92614 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $50,000 |
| Pacific Chorale | |||||||
| 3303 Harbor Blvd STE E5 | Costa Mesa | CA | 92626 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $21,500 |
| Pacific Opera Project | |||||||
| 2665 San Pablo Way | Duarte | CA | 91010 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| Pasadena Conservatory of Music | |||||||
| 100 North Hills Avenue | Pasadena | CA | 91106 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $40,000 |
| Pasadena Symphony Association | |||||||
| 150 S Los Robles Ave STE 460 | Pasadena | CA | 91101 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| The Performing Arts Center of LA CO | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| Philharmonic Society of Orange Coun | |||||||
| 1124 Main Street Suite B | Irvine | CA | 92614 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $90,000 |
| Redlands Symphony Association | |||||||
| 210 E Citrus Ave | Redlands | CA | 92373 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 |
| Renaissance Arts Academy | |||||||
| 2558 N San Fernando Road | Los Angeles | CA | 90065 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $30,000 |
| Riverside Community College Distric | |||||||
| PO Box 907 | RIVERSIDE | CA | 92502 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| Riverside Philharmonic | |||||||
| PO Box 1601 | Riverside | CA | 92502 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| Santa Monica Symphony Association | |||||||
| PO Box 3101 | Santa Monica | CA | 90408 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $11,000 |
| Santa Cecilia Opera and Orchestra A | |||||||
| 2759 West Broadway | Los Angeles | CA | 90041 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $20,000 |
| Santa Monica Youth Orchestra | |||||||
| PO Box 128 | Santa Monica | CA | 90406 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $15,000 |
| Santa Monica College Foundation | |||||||
| 1900 Pico Blvd | Santa Monica | CA | 90405 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $1,000 |
| Segerstrom Center for the Arts | |||||||
| 600 Town Center Drive | Costa Mesa | CA | 92626 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| SOL-LA Music Academy | |||||||
| 1812 Stanford Street | SANTA MONICA | CA | 90404 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $20,000 |
| Songfest | |||||||
| 5671 B Kugler Mill Road | Cincinnati | OH | 45236 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| South Bay Chamber Music Society Inc | |||||||
| PO Box 2313 | Palos Verdes Peninsu | CA | 90274 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 |
| St James Episcopal Church | |||||||
| 3903 Wilshire Blvd | Los Angeles | CA | 90010 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $50,000 |
| Street Symphony Project | |||||||
| 1001 Wilshire Blvd PMB 2258 | Los Angeles | CA | 90017 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $11,000 |
| Taos School of Music Inc | |||||||
| P O Box 2630 | TAOS | NM | 87571 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $8,000 |
| Tessarae Baroque | |||||||
| 428 East Las Flores Drive | Altadena | CA | 91001 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $16,000 |
| UCLA Foundation | |||||||
| 2539 Schoenberg Music Bldg 57234 | LOS ANGELES | CA | 90095 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $66,000 |
| Urban Voices Project | |||||||
| 420 S San Pedro St APT 423 | LOS ANGELES | CA | 90013 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 |
| USC Thornton School of Music | |||||||
| 840 W 34th Street | Los Angeles | CA | 90089 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $155,000 |
| Verdi Chorus | |||||||
| 837 Lincoln Blvd 10 | SANTA MONICA | CA | 90403 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| VOX Femina Los Angeles | |||||||
| 3341 Caroline Ave | Culver City | CA | 90232 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $12,000 |
| West Los Angeles Symphony Inc | |||||||
| 10880 Wilshire Blvd Ste 900 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 |
| Young Concert Artists | |||||||
| 1776 Broadway Suite 1500 | New York | NY | 10019 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| Young Musicians Foundation | |||||||
| 1044 E Jefferson Blvd Suite A | LOS ANGELES | CA | 90011 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,895,997 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Colburn School | |||||||
| 200 S Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,305,000 |
| Los Angeles Opera Company | |||||||
| 135 N Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $1,300,000 |
| American Youth Symphony Inc | |||||||
| 2301 Rosecrans Ave Suite 2160 | El Segundo | CA | 90245 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| Baroque Music Festival Corona Del M | |||||||
| PO Box 838 | Corona Del Mar | CA | 92625 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| Boston Court Performing Arts Center | |||||||
| PO Box 60187 | Pasadena | CA | 91116 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $7,500 |
| California Baptist University | |||||||
| 8432 Magnolia Avenue | Riverside | CA | 92504 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| CA Young Artists Symphony | |||||||
| 501 S Reino Road Suite 1 290 | Newbury Park | CA | 91320 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $7,500 |
| Compton Conservatory of Music | |||||||
| PO Box 4756 | Compton | CA | 90224 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $7,000 |
| Con Gioia Early Music Ensemble | |||||||
| 939 W Bonita Avenue | Claremont | CA | 91711 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $4,000 |
| Cal State University-Northridge | |||||||
| 18111 Nordoff Street | Northridge | CA | 91330 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $92,500 |
| Elemental Music | |||||||
| 1830 Lincoln Blvd Suite 102 | Santa Monica | CA | 90404 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $45,000 |
| Grand Performances | |||||||
| 350 S Grand Ave Suite A4 | Los Angeles | CA | 90071 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $15,000 |
| Idyllwild Arts Foundation | |||||||
| 52500 Temecula Road 38 | Idyllwild | CA | 92549 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| Inner City Youth Orchestra Los Ange | |||||||
| 6820 La Tijera Blvd Suite 201 | Los Angeles | CA | 90045 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| Los Angeles Children's Chorus | |||||||
| 585 E Colorado Blvd | Pasadena | CA | 91101 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 |
| Los Angeles Music and Art School | |||||||
| 3630 East Third St | Los Angeles | CA | 90063 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $50,000 |
| Los Angeles Philharmonic Assn | |||||||
| 151 South Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $750,000 |
| Monday Evening Concerts | |||||||
| 514 S Curson | Los Angeles | CA | 90036 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $20,000 |
| The Music Guild | |||||||
| 6303 Wilshire Blvd Suite 206 | Los Angeles | CA | 90048 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $12,500 |
| The New School | |||||||
| 55 West 13th Street Room 929 | New York | NY | 10011 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $50,000 |
| Olympia Philharmonic Society | |||||||
| 465 W LeRoy Ave | Arcadia | CA | 91007 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| Pasadena Symphony Association | |||||||
| 150 S Los Robles Ave Suite 460 | Pasadena | CA | 91101 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $20,000 |
| The Performing Arts Center of LA Co | |||||||
| 135 N Grand Ave | Los Angeles | CA | 90012 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $12,500 |
| Santa Monica Symphony Association | |||||||
| PO Box 3101 | Santa Monica | CA | 90408 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| Segerstrom Center for the Arts | |||||||
| 600 Town Center Drive | Costa Mesa | CA | 92626 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $60,000 |
| Taos School of Music Inc | |||||||
| P O Box 2630 | Taos | NM | 87571 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $20,000 |
| UCLA Foundation | |||||||
| 2539 Schoenberg Music Bldg 57234 | Los Angeles | CA | 90095 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $100,000 |
| UCLA Clark Library's Chamber Music | |||||||
| PO Box 7145 | Pasadena | CA | 91109 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $15,000 |
| Verdi Chorus | |||||||
| 837 Lincoln Blvd 10 | Santa Monica | CA | 90403 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| Young Concert Artists | |||||||
| 1776 Broadway Suite 1500 | New York | NY | 10019 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $50,000 |
| Young Musicians Foundation | |||||||
| 1044 E Jefferson Blvd Suite A | Los Angeles | CA | 90011 | NONE | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $13,103,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,230,172 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,091,330 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,091,330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,263,665 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4,933 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,091,330 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,407,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,498,770 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $63,613 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $63,613 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO INCOME INSTL (PIMIX) | BondNm |
| EOY Book Value | $9,903,010 | EOYBookValueAmt |
| EOYFMV | $9,903,010 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD PRIMECAP CORE I (VPCCX) | $1,266,032 | $1,266,032 |
| VANGUARD TOTAL INTL STOCK (VTSNX) | ||
| VANGUARD 500 INDEX ADMIR (VFIAX) | ||
| VANGUARD S&P 500 ETF (VOO) | $440,294 | $440,294 |
| VANGUARD TOTAL INTL STK ETF (VXUS) | $5,326,524 | $5,326,524 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,752,461 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,752,461 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADAGE CAPITAL PARTNERS | FMV | $20,212,907 | $20,212,907 |
| ANGELES ABSOLUTE RETURN FUND | FMV | $11,365,637 | $11,365,637 |
| ANGELES DIRECT EQUITY FUND 1 | FMV | $2,529,098 | $2,529,098 |
| ANGELES DIRECT EQUITY FUND 2 | FMV | $2,069,094 | $2,069,094 |
| ANGELES DIVERSIFIED INCOME FUND | FMV | $27,698,667 | $27,698,667 |
| ANGELES GLOBAL EQUITY OPPORTUNITY FUND | FMV | $50,054,011 | $50,054,011 |
| ANGELES PRIVATE CREDIT FUND 1 | FMV | $3,374,113 | $3,374,113 |
| ANGELES PRIVATE CREDIT FUND 2 | FMV | $1,609,195 | $1,609,195 |
| ANGELES PRIVATE CREDIT FUND 3 | FMV | $315,170 | $315,170 |
| ANGELES PRIVATE MARKET FUND 1 | FMV | $11,111,724 | $11,111,724 |
| ANGELES PRIVATE MARKET FUND 2 | FMV | $9,613,606 | $9,613,606 |
| ANGELES PRIVATE MARKET FUND 3 | FMV | $6,535,968 | $6,535,968 |
| ANGELES PRIVATE MARKET FUND 4 | FMV | $4,534,453 | $4,534,453 |
| ANGELES PRIVATE MARKET FUND 5 | FMV | $1,110,872 | $1,110,872 |
| ANGELES REAL ESTATE FUND I | FMV | $1,436,476 | $1,436,476 |
| BAIN CAPITAL ASIA FUND III | FMV | $996,537 | $996,537 |
| BAIN CAPITAL FUND XI | FMV | $1,864,123 | $1,864,123 |
| BROOKFIELD CAPITAL PARTNERS IV | FMV | $1,658,204 | $1,658,204 |
| CHARLESBANK EQUITY VIII | FMV | $1,432,762 | $1,432,762 |
| CLEARLAKE CAPITAL PARTNERS IV | FMV | $1,901,614 | $1,901,614 |
| DOVER STREET VIII | FMV | $183,456 | $183,456 |
| DUNE REAL ESTATE FUND III | FMV | $647,313 | $647,313 |
| GSO ENERGY SELECT OPPORTUNITY FUND | FMV | $146,957 | $146,957 |
| KAYNE ANDERSON ENERGY FUND IV (QP) | FMV | ||
| KAYNE ANDERSON ENERGY FUND VI | FMV | $79,660 | $79,660 |
| LONE STAR REAL ESTATE FUND II | FMV | $2,956 | $2,956 |
| LONE STAR REAL ESTATE FUND III | FMV | $11,020 | $11,020 |
| LONE STAR REAL ESTATE FUND IV | FMV | $509,899 | $509,899 |
| LONE STAR FUND VIII | FMV | $358,839 | $358,839 |
| LONE STAR FUND IX | FMV | $859,070 | $859,070 |
| ORBIMED ROYALTY OPPORTUNITIES FUND II | FMV | $56,226 | $56,226 |
| PATHWAY PRIVATE EUITY FUND 2007 | FMV | $561,075 | $561,075 |
| SCULPTOR REAL ESTATE PARALLEL FUND II | FMV | $85,369 | $85,369 |
| SCULPTOR REAL ESTATE PARALLEL FUND III | FMV | $311,443 | $311,443 |
| VISTA EQUITY PARTNERS FUND V | FMV | $1,288,794 | $1,288,794 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| COMPUTER MAINTENANCE | $13,922 | $13,922 |
| INSURANCE | $14,246 | $14,246 |
| MISCELLANEOUS | $122 | $122 |
| PAYROLL SERVICE FEES | $2,664 | $2,664 |
| POSTAGE & SHIPPING | $1,340 | $1,340 |
| SUPPLIES | $2,868 | $2,868 |
| TELEPHONE | $1,488 | $1,488 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $4,933 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES | Desc |
| BOY Book Value | $851,815 | BOYBookValueAmt |
| EOY Book Value | $799,526 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $1,304,362 | $0 | $0 | $0 |
| LEVEL 1 | $280,329 | $0 | $0 | |
| PASS-THROUGH FROM K-1S | $1,291,338 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $95,056 | ||
| PAYROLL TAXES | $11,720 | $11,720 | |
| PROVISION FOR EXCISE TAXES | $307,273 |
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