BETA

STANLEY E HANSON FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
STANLEY E HANSON FOUNDATION (EIN 27-1104044)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202423189349103327
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T16:54:50-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118500 VON KARMAN AVE 10TH FLOORAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271104044EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STANLEY E HANSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTANBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ANONYMOUS LLC 23091 MILL CREEK DRAddressLine1Txt
CityLAGUNA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92653ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES KILKOWSKIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN YACKERPreparerPersonNm
PTINP00401346PTIN
Phone9492222999PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,286,202FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,319,869DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,317,141DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$691,355NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,478,145GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$691,355CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$16,236OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$19,151OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,994,988TotalRevAndExpnssAmt
Total Net Invst Incm$2,989,345TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$258,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$258,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$920,576OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$794,576OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$126,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$22,778TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,998TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$7,481TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$36,032OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$454OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35,578OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,259,886TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$812,278TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$438,309TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,829,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,829,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,089,236TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$812,278TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,267,659TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$94,248ExcessRevenueOverExpensesAmt
Net Investment Income$2,177,067NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,375,469CashBOYAmt
Cash EOY$193,666CashEOYAmt
Cash EOYFMV$193,666CashEOYFMVAmt
Sav And Temp Cash Invst EOY$575,061SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$575,061SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$721,995OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$752,392OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$721,995OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$721,995OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$808,441USGovernmentObligationsBOYAmt
US Government Obligations EOY$65,212USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$65,212USGovtObligationsEOYFMVAmt
Corporate Stock BOY$19,833,865CorporateStockBOYAmt
Corporate Stock EOY$22,268,041CorporateStockEOYAmt
Corporate Stock EOYFMV$22,268,041CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,080,485CorporateBondsBOYAmt
Corporate Bonds EOY$1,951,078CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,951,078CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$342,231InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$332,081LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$342,231LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$1,200,000LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$6,937,141OtherInvestmentsBOYAmt
Other Investments EOY$12,311,149OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,311,149OtherInvestmentsEOYFMVAmt
Total Assets BOY$32,119,874TotalAssetsBOYAmt
Total Assets EOY$38,428,433TotalAssetsEOYAmt
Total Assets EOYFMV$39,286,202TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$32,119,874RetainedEarningBOYAmt
Retained Earning EOY$38,428,433RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$32,119,874TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$38,428,433TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$32,119,874TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$38,428,433TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$32,119,874TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$94,248ExcessRevenueOverExpensesAmt
Other Increases$6,402,807OtherIncreasesAmt
Subtotal$38,428,433SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$38,428,433TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Acquired2023-01-01AcquiredDt
Sold2023-12-31SoldDt
Gross Sales Price$11,478,145GrossSalesPriceAmt
Cost Or Other Basis$10,786,790CostOrOtherBasisAmt
Gain Or Loss$691,355GainOrLossAmt
Gains Minus Excess Or Losses$691,355GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$691,355CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30,261InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30,261SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$30,261TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$38,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$49,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$19,239OverpaymentAmt
Applied To ES Tax$19,239AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ANONYMOUS LLC 23091 MILL CREEK DRAddressLine1Txt
CityLAGUNA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92653ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES KILKOWSKI
ANONYMOUS LLC 23091 MILL CREEK DRLAGUNA HILLSCA92653PRESIDENT10.00$186,000$0$0
CHRIS JONES
ANONYMOUS LLC 23091 MILL CREEK DRLAGUNA HILLSCA92653BOARD MEMBER5.00$72,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
WALTERS BAILEY ASSOCIATES
470 NORRISTOWN ROAD SUITE 101BLUE BELLPA19422INVESTMENT MANAGEMENT$120,441
ANONYMOUS PHILANTHROPY
436 MAIN STREET SUITE 200FRANKLINTN37064CONSULTING$120,000
MGO WEALTH ADVISORS LLC
4675 MACARTHUR CT SUITE 600NEWPORT BEACHCA92660INVESTMENT MANAGEMENT$109,617
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$34,759,866AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$914,345AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,200,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,874,211TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$36,874,211AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$553,113CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,321,098NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,816,055MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,816,055MinimumInvestmentReturnAmt
Tax Based On Investment Income$30,261TaxBasedOnInvestmentIncomeAmt
Total Tax$30,261TotalTaxAmt
Distributable Before Adj$1,785,794DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,785,794DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,785,794DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,267,659ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,267,659QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,785,794DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,228,415ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$948,172ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,544,007ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,020,908ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$828,004ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,569,506TotalExcessDistributionCyovAmt
Qualifying Distributions$2,267,659QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,785,794AppliedToCurrentYearAmt
Remaining Distri From Corpus$481,865RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,051,371TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,228,415ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,822,956ExcessDistriCyovToNextYrAmt
Excess From Year4$948,172ExcessFromYear4Amt
Excess From Year3$1,544,007ExcessFromYear3Amt
Excess From Year2$1,020,908ExcessFromYear2Amt
Excess From Year1$828,004ExcessFromYear1Amt
Excess From Current Year$481,865ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALICE COOPER'S SOLID ROCK TEEN CENTERS
13625 N 32ND STPHOENIXAZ85032NONEPCGENERAL SUPPORT$20,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPCGENERAL SUPPORT$5,000
BOBBY JONES CHIARI & SYRINGOMYELIA FOUNDATION
69-39 YELLOWSTONE BLVD 216FOREST HILLSNY11375NONEPCGENERAL SUPPORT$15,000
CHILDRENS HOSPITAL LOS ANGELES
4650 SUNSET BLVD 29LOS ANGELESCA90027NONEPCGENERAL SUPPORT$100,000
COLLABORATIVE SUPPORT SERVICES INC
PO BOX 61676HONOLULUHI96839NONEPCGENERAL SUPPORT$50,000
COMMUNITY PARTNERS
PO BOX 741265LOS ANGELESCA900741265NONEPCGENERAL SUPPORT$20,000
CYSTIC FIBROSIS FOUNDATION
1 CANOPY LANENAPACA94558NONEPCGENERAL SUPPORT$10,000
DOCTORS WITHOUT BORDERS USA INC
PO BOX 5030 ATTN DONOR SERVICESHAGERSTOWNMD21741NONEPCGENERAL SUPPORT$5,000
DREAMCATCHER WILD HORSE AND BURRO
PO BOX 9RAVENDALECA96123NONEPCGENERAL SUPPORT$12,000
EARLY ALERT CANINES
1641 CHALLENGE DR SUITE 300CONCORDCA94520NONEPCGENERAL SUPPORT$20,000
EMERIL LAGASSE FOUNDATION
3801 CANAL ST STE 300NEW ORLEANSLA701196082NONEPCGENERAL SUPPORT$100,000
EQUALITY CALIFORNIA INSTITUTE
555 WEST 5TH STREET 35TH FLOORLOS ANGELESCA90013NONEPCGENERAL SUPPORT$2,500
FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS
PO BOX 22876NEW YORKNY100872876NONEPCGENERAL SUPPORT$5,000
FRIENDS OF THE SEA LION INC - PACIFIC MARINE MAMMAL CENTER
20612 LAGUNA CANYON ROADLAGUNA BEACHCA926511137NONEPCGENERAL SUPPORT$20,000
GAY & LESBIAN COMMUNITY SERVICES CENTER OF ORANGE COUNTY
1605 N SPURGEON STREET ATTNSANTA ANACA92701NONEPCGENERAL SUPPORT$2,500DEVELOPMENT
GLAAD INC
1801 W OLYMPIC BLVD FILE 2334PASADENACA911992334NONEPCGENERAL SUPPORT$2,500
GLSEN INC
110 WILLIAM ST 30TH FLOORNEW YORKNY10038NONEPCGENERAL SUPPORT$2,500
GRAVITY FOUNDATION
1761 LAWRENCE ROADFRANKLINTN37069NONEPCGENERAL SUPPORT$25,000
JESSIE REES FOUNDATION
9 STUDEBAKERIRVINECA92618NONEPCGENERAL SUPPORT$25,000
LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC
120 WALL STREET 19TH FLOORNEW YORKNY100053904NONEPCGENERAL SUPPORT$5,000
MARY'S KITCHEN
790 E DEBRA LANEANAHEIMCA92805NONEPCGENERAL SUPPORT$5,000
MAULI OLA FOUNDATION BREATH OF LIFE
1045 WYKOFF WAYLAGUNA BEACHCA92651NONEPCGENERAL SUPPORT$10,000
MERRIMANS CULINARY SCHOLARSHIP
65-1227 OPELO ROADKAMUELAHI967438401NONEPCGENERAL SUPPORT$50,000
NO KID HUNGRY BY SHARE OUR STRENGTH
PO BOX 715475PHILADELPHIAPA191715475NONEPCGENERAL SUPPORT$25,000
OCEC ORGANIZATION
5325 ALTON PARKWAY SUITE C-250IRVINECA92604NONEPCGENERAL SUPPORT$2,500
ONE STEP CLOSER THERAPEUTIC RIDING
15770 FOOTHILL AVEMORGAN HILLCA95037NONEPCGENERAL SUPPORT$10,000
OPERATION SAFE HOUSE INC
9685 HAYES STRIVERSIDECA92503NONEPCGENERAL SUPPORT$2,500
ORANGEWOOD FOUNDATION
1575 E 17TH STREETSANTA ANACA92705NONEPCGENERAL SUPPORT$100,000
PHILANTHROPIC IMPACT FOUNDATION
118 16TH AVE S STE 4 226NASHVILLETN372033763NONEPCREDEFINING CAREERS IN SKILLED TRADES$100,000
PHILANTHROPIC IMPACT FOUNDATION
118 16TH AVE S STE 4 226NASHVILLETN372033763NONEPCCHILDHOOD DROWNING PREVENTION INITIATIVE$250,000
PHILANTHROPIC IMPACT FOUNDATION
118 16TH AVE S STE 4 226NASHVILLETN372033763NONEPCEMPOWER CAMPAIGN$60,000
PHILANTHROPIC IMPACT FOUNDATION
118 16TH AVE S STE 4 226NASHVILLETN372033763NONEPCPROVIDING FOR OUR PATRIOTS$80,000
PHILANTHROPIC IMPACT FOUNDATION
118 16TH AVE S STE 4 226NASHVILLETN372033763NONEPCIMPACT PHILANTHROPY$100,000
PHILANTHROPIC IMPACT FOUNDATION
118 16TH AVE S STE 4 226NASHVILLETN372033763NONEPCINHERIT THE MUSIC$100,000
POINT FOUNDATION
PO BOX 60108LOS ANGELESCA90060NONEPCGENERAL SUPPORT$5,000
PROJECT GIVING LIGHT
220 NEWPORT CENTER DR 11 SUITE 346NEWPORT BEACHCA92660NONEPCGENERAL SUPPORT$2,500
PROJECT HOPE ALLIANCE
1954 PLACENTIA AVENUE SUITE 202COSTA MESACA92627NONEPCGENERAL SUPPORT$5,000
SHOW HOPE
903 MURFREESBORO RDFRANKLINTN37064NONEPCGENERAL SUPPORT$25,000
SIMA ENVIRONMENTAL FUND
27831 LA PAZ RD 570LAGUNA NIGUELCA926773920NONEPCGENERAL SUPPORT$50,000
SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC
PO BOX 13997PALM DESERTCA92255NONEPCGENERAL SUPPORT$2,500
SURVIVOR MITZVAH PROJECT
2658 GRIFFITH PARK BL SUITE 299LOS ANGELESCA90039NONEPCGENERAL SUPPORT$30,000
THE ECOLOGY CENTER
32701 ALIPAZ STREETSAN JUAN CAPISTRANOCA92675NONEPCGENERAL SUPPORT$15,000
THE MAPLE COUNSELING CENTER
1945 S LA CIENEGA BLVDLOS ANGELESCA90034NONEPCGENERAL SUPPORT$25,000
THE RED ROAD INC
725 COOL SPRINGS BLVD SUITE 370FRANKLINTN37067NONEPCGENERAL SUPPORT$25,000
THORN
222 PACIFIC COAST HIGHWAY 10THEL SEGUNDOCA90245NONEPCGENERAL SUPPORT$200,000FLOOR
THRIVE SCHOLARS
75 FEDERAL STREET SUITE 1250BOSTONMA02110NONEPCGENERAL SUPPORT$20,000
TIAS ARMS
3 WILD GOOSE CTNEWPORT BEACHCA92663NONEPCGENERAL SUPPORT$5,000
TODD ANGLIN HOME FOR CHILDREN
13641 GLENHAVEN DRGARDEN GROVECA928433543NONEPCGENERAL SUPPORT$25,000
UNCONDITIONAL RESCUE
PO BOX 483LAGUNA BEACHCA92652NONEPCGENERAL SUPPORT$2,500
UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
850 HEALTH SCIENCES DRIVEIRVINECA92617NONEPCGENERAL SUPPORT$2,500
WATER BUFFALO CLUB INC
PO BOX 35463LOS ANGELESCA90035NONEPCGENERAL SUPPORT$47,350
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,829,350TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,319,869ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$691,355ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
MISCELLANEOUS01$2,915
PARTNERSHIP LOSS01-$19,338
SETTLEMENT INCOME01$187

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,994,988ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,994,988TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$22,500Amt
Net Investment Income$11,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,250DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,951,078EOYBookValueAmt
EOYFMV$1,951,078EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$22,268,041EOYBookValueAmt
EOYFMV$22,268,041EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$65,212USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$65,212USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENTS - OTHERFMV$11,883,324$11,883,324
ESTATE WHOLE LIFE - NW MUTUALFMV$427,825$427,825

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$454$454$0
INSURANCE$9,568$0$9,568
FEES$650$0$650
DUES & SUBSCRIPTIONS$25,360$0$25,360

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
MISCELLANEOUS$2,915$2,915
PARTNERSHIP LOSS-$19,338-$19,338-$19,338
SETTLEMENT INCOME$187$187$187

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$6,402,807Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$120,000$0$120,000
INVESTMENT MANAGEMENT FEES$794,576$794,576$0
OTHER PROFESSIONAL FEES$6,000$0$6,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$5,998$5,998$0
FEDERAL EXCISE TAX$9,299$0$0
PROPERTY TAXES$7,481$0$7,481

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