PERENCHIO FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PERENCHIO FOUNDATION (EIN 45-0607892)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349106472
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:11:43-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954345526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 WEST COLORADO BLVD 5TH FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 | 450607892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERENCHIO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERE | BusinessNameControlTxt |
| Phone | 2134102133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 MILLER ALLEY 210 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIA RAMIREZ | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2134102133 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH CULLEN | PreparerPersonNm |
| PTIN | P00131656 | PTIN |
| Phone | 6262435100 | 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 | $725,093,242 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,919,141 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,708 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,712,704 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,495,833 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,079,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,628,333 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $240,429 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,727,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,736,262 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $444,987 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $177,995 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $266,992 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $169,606 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $34,608 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $134,998 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $179,754 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $62,660 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $117,094 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $87,649 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $69,146 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,503 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $148,630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $59,452 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $89,178 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,711 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,746 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,804 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $241,949 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49,377 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,710 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $87,317 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $87,317 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,823 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,823 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $29,485 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $29,485 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $631,491 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,964 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $607,527 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,095,112 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $530,948 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,390,721 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,902,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,028,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,997,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $530,948 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,418,721 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,730,539 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,205,314 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,399 | CashBOYAmt |
| Cash EOY | $247,983 | CashEOYAmt |
| Cash EOYFMV | $247,983 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $333,744,584 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $332,081,161 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $332,081,161 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $24,933 | AcctRcvblAmt |
| Acct Rcvbl BOY | $990,742 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $24,933 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $24,933 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $357,272 | GrantsReceivableBOYAmt |
| Other Nts And Loans Rcvbl | $450,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $450,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $450,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $450,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $187,789 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $163,304 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $163,304 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $770,984 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $779,356 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $779,356 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $949,652 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,150,245 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,150,245 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $10,000,000 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $378,256,992 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $378,234,342 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $378,234,342 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,370 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,192 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $21,888 | LandBOYAmt |
| Land EOY | $14,178 | LandEOYAmt |
| Land EOYFMV | $14,178 | LandEOYFMVAmt |
| Other Assets BOY | $9,949,300 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,947,740 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,947,740 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $735,802,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $725,093,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $725,093,242 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $89,743 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $153,334 | AccountsPayableEOYAmt |
| Grants Payable BOY | $35,290,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $18,164,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $35,379,743 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,317,334 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $700,422,859 | RetainedEarningBOYAmt |
| Retained Earning EOY | $706,775,908 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $700,422,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $706,775,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $735,802,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $725,093,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $700,422,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,730,539 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $709,153,398 | SubtotalAmt |
| Other Decreases | $2,377,490 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $706,775,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF REAL ESTATE PROPERTY | D | 2018-12-31 | 2023-01-18 | $10,600,000 | $10,457,661 | $142,339 | $142,339 |
| K-1 MCP I (HAWTHORNE), LP | P | 2022-01-01 | 2023-12-31 | $91,397 | $91,397 | $91,397 | |
| K-1 CLARITY PARTNERS LP | P | 2022-01-01 | 2023-12-31 | $177 | $177 | $177 | |
| PARTNERSHIP INCOME | P | 2022-01-01 | 2023-12-31 | $930,243 | $930,243 | $0 | $0 |
| NORTHERN TRUST #7617 | P | 2022-01-01 | 2023-12-31 | $6,516 | $6,516 | $6,516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $240,429 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $239,154 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $239,154 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $239,154 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $95,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $245,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $218 | EsPenaltyAmt |
| Overpayment | $5,628 | OverpaymentAmt |
| Applied To ES Tax | $5,628 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | PERENCHIOFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DANIEL CHAE | IndividualWithBooksNm |
| Phone | 2134102133 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 MILLER ALLEY | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A ENRIGHT | ||||||||
| 21 MILLER ALLEY 210 | PASADENA | CA | 91103 | SECRETARY/DIRECTOR | 5.00 | $0 | $0 | $0 |
| JOHN G PERENCHIO | ||||||||
| 21 MILLER ALLEY 210 | PASADENA | CA | 91103 | CHAIRMAN/DIRECTOR | 5.00 | $0 | $0 | $0 |
| ROBIN PERENCHIO | ||||||||
| 21 MILLER ALLEY 210 | PASADENA | CA | 91103 | PRESIDENT/DIRECTOR | 5.00 | $0 | $0 | $0 |
| ALAN HORN | ||||||||
| 21 MILLER ALLEY 210 | PASADENA | CA | 91103 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LAUREN PERENCHIO HERSH | ||||||||
| 21 MILLER ALLEY 210 | PASADENA | CA | 91103 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| STEPHANIA RAMIREZ | ||||||||
| 21 MILLER ALLEY 210 | PASADENA | CA | 91103 | CEO | 40.00 | $329,252 | $59,146 | $14,757 |
| YONG HWA CHAE | ||||||||
| 21 MILLER ALLEY 210 | PASADENA | CA | 91103 | OPERATIONS MANAGER | 40.00 | $115,734 | $13,799 | $3,443 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RACHEL WIEGARDT-EGEL | ||||||||
| 21 MILLER ALLEY 210 | PASADENA | CA | 91103 | GRANTS ASSOCIATE | 40.00 | $83,085 | $13,799 | $3,443 |
| RACHEL DAHAN | ||||||||
| 21 MILLER ALLEY 210 | PASADENA | CA | 91103 | GRANTS AND OPERATION | 40.00 | $75,587 | $12,384 | $3,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | |||||
| 225 S LAKE AVE 900 | PASADENA | CA | 91101 | CONSULTING SERVICES | $64,172 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | |||||
| 350 W COLORADO BLVD 5TH FL | PASADENA | CA | 91105 | ACCOUNTING SERVICES | $62,683 |
| O'MELVENY & MYERS LLP | |||||
| 400 S HOPE STREET 18TH FL | LOS ANGELES | CA | 90071 | LEGAL SERVICES | $53,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,803,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $345,136,589 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,399,300 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $357,338,946 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $357,338,946 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,360,084 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $351,978,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,598,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,598,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $239,154 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $239,154 | TotalTaxAmt |
| Distributable Before Adj | $17,359,789 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,359,789 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,359,789 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,418,721 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $29,418,721 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,359,789 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $552,885 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,533,037 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,864,501 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,790,923 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,622,872 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,364,218 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,418,721 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,359,789 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,058,932 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $80,423,150 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $552,885 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $79,870,265 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,533,037 | ExcessFromYear4Amt |
| Excess From Year3 | $35,864,501 | ExcessFromYear3Amt |
| Excess From Year2 | $2,790,923 | ExcessFromYear2Amt |
| Excess From Year1 | $5,622,872 | ExcessFromYear1Amt |
| Excess From Current Year | $12,058,932 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 11 11 A CREATIVE COLLECTIVE | |||||||
| 9410 OWENSMOUTH AVE | LOS ANGELES | CA | 91311 | NONE | PC | GENERAL | $58,000 |
| 18TH STREET ARTS COMPLEX | |||||||
| 1639 18TH ST | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL | $628,000 |
| 24TH STREET THEATRE COMPANY | |||||||
| 1117 W 24TH ST | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL | $325,000 |
| A NOISE WITHIN | |||||||
| 3352 E FOOTHILL BLVD | PASADENA | CA | 91107 | NONE | PC | GENERAL | $165,000 |
| ACTORS GANG INC | |||||||
| 11400 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL | $47,000 |
| AMAZNIG GRACE CONSERVATORY | |||||||
| PO BPX 91243 | PASADENA | CA | 91109 | NONE | PC | GENERAL | $50,000 |
| AMERICAN MUSEUM OF CERAMIC ART | |||||||
| 399 N GAREY AVE | POMONA | CA | 91767 | NONE | PC | GENERAL | $130,000 |
| ANGEL CITY CHORALE | |||||||
| 11209 NATIONAL BLVD NO 118 | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL | $25,000 |
| ANGELS GATE CULTURAL CENTER | |||||||
| 3601 S GAFFEY ST | SAN PEDRO | CA | 90731 | NONE | PC | GENERAL | $470,000 |
| ANTAEUS THEATRE COMPANY | |||||||
| 110 E BROADWAY | GLENDALE | CA | 91205 | NONE | PC | GENERAL | $205,000 |
| ARMAND HAMMER MUSEUM OF ART AND CULTURAL | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | SO III FI | GENERAL | $250,000 |
| ARMORY CENTER FOR THE ARTS | |||||||
| 145 N RAYMOND AVE | PASADENA | CA | 91103 | NONE | PC | GENERAL | $597,000 |
| ART DIVISION | |||||||
| 2418 W 6TH ST | LOS ANGELES | CA | 90057 | NONE | PC | GENERAL | $182,000 |
| ART SHARE LOS ANGELES INC | |||||||
| 801 EAST 4TH PLACE | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL | $177,000 |
| ARTS AND SERVICES FOR DISABLED INC | |||||||
| 3626 E PACIFIC COAST HWY | LONG BEACH | CA | 90804 | NONE | PC | GENERAL | $295,000 |
| ARTS FOR LA | |||||||
| 1149 S HILL ST STE H100 | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL | $215,000 |
| ASSOCIATION OF CA SYMPHONY ORCHESTRAS | |||||||
| PO BOX 71439 | LOS ANGELES | CA | 90071 | NONE | PC | GENERAL | $100,000 |
| BEYOND BAROQUE FOUNDATION | |||||||
| 681 VENICE BLVD | VENICE | CA | 90291 | NONE | PC | GENERAL | $80,000 |
| BOB BAKER MARIONETTE THEATER | |||||||
| 4949 YORK BLVD | LOS ANGELES | CA | 90042 | NONE | PC | GENERAL | $130,000 |
| BODY TRAFFIC | |||||||
| 3435 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL | $25,000 |
| CA LAWYERS FOR THE ARTS | |||||||
| 2 MARINA BLVD BLDG C 265 | SAN FRANCISCO | CA | 94123 | NONE | PC | GENERAL | $75,000 |
| CASA 0101 | |||||||
| 2102 E 1ST ST | LOS ANGELES | CA | 90033 | NONE | PC | GENERAL | $245,000 |
| CLOCKSHOP | |||||||
| 2806 CLEARWATER ST | LOS ANGELES | CA | 90039 | NONE | PC | GENERAL | $132,000 |
| CONTRA-TIEMPO | |||||||
| 4490 DON MIGUEL DRIVE | LOS ANGELES | CA | 90008 | NONE | PC | GENERAL | $33,000 |
| CRAFT CONTEMPORARY | |||||||
| 5814 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL | $370,000 |
| DANCE DOWNTOWN LA INC | |||||||
| 2245 E WASHINGTON BLVD | LOS ANGELES | CA | 90021 | NONE | PC | GENERAL | $300,000 |
| DEAF WEST THEATRE COMPANY | |||||||
| 11333 MOORPARK ST | STUDIO CITY | CA | 91602 | NONE | PC | GENERAL | $66,000 |
| DIAVOLO DANCE THEATRE | |||||||
| 616 MOULTON AVE | LOS ANGELES | CA | 90031 | NONE | PC | GENERAL | $343,000 |
| DREAM A WORLD EDUCATION | |||||||
| 256 S ROBERTSON BLVD STE 2288 | BEVERLY HILLS | CA | 90211 | NONE | PC | GENERAL | $28,000 |
| EAST-WEST PLAYERS | |||||||
| 120 JUDGE JOHN AISO ST | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $418,000 |
| EVERYBODY DANCE LA | |||||||
| 222 E 16TH ST STE E | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL | $375,000 |
| FILM2FUTURE | |||||||
| 6310 SAN VICENTE BLVD STE 101 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL | $96,000 |
| FLORICANTO DANCE THEATRE | |||||||
| 2758 E ORANGE GROVE BLVD | PASADENA | CA | 91107 | NONE | PC | GENERAL | $90,000 |
| FULCRUM ARTS | |||||||
| 145 N RAYMOND AVE | PASADENA | CA | 91103 | NONE | PC | GENERAL | $133,000 |
| FUTURE ROOTS INC | |||||||
| 1035 W 24TH ST | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL | $240,000 |
| GARRY MARSHALL THEATRE | |||||||
| 4252 RIVERSIDE DR | BURBANK | CA | 91505 | NONE | PC | GENERAL | $85,000 |
| GAY MEN'S CHORUS OF LOS ANGELES | |||||||
| 8380 SANTA MONICA BLVD STE 206 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL | $116,000 |
| GEFFEN PLAYHOUSE | |||||||
| 10886 LE CONTE AVE | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL | $2,500,000 |
| GET LIT WORDS IGNITE INC | |||||||
| 673 S LA FAYETTE PARK PL 10 | LOS ANGELES | CA | 90058 | NONE | PC | GENERAL | $681,000 |
| GRAND PERFORMANCES | |||||||
| 350 S GRAND AVE STE A-4 | LOS ANGELES | CA | 90071 | NONE | PC | GENERAL | $192,000 |
| GRAND VISION FOUNDATION | |||||||
| 434 W 6TH ST | SAN PEDRO | CA | 90731 | NONE | PC | GENERAL | $283,000 |
| HIGHWAYS | |||||||
| VARIOUS | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL | $165,000 |
| ICA LA | |||||||
| 1717 E 7TH ST | LOS ANGELES | CA | 90021 | NONE | PC | GENERAL | $622,000 |
| INDUSTRY PRODUCTIONS INC | |||||||
| 244 S SAN PEDRO ST STE 304 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $40,000 |
| INNER CITY YOUTH ORCHESTRA OF LOS ANGELES | |||||||
| 6820 LA TIJERA BLVD | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL | $455,000 |
| INNER-CITY ARTS | |||||||
| 720 KOHLER ST | LOS ANGELES | CA | 90021 | NONE | PC | GENERAL | $300,000 |
| INTERNATIONAL CITY THEATRE | |||||||
| 330 E SEASIDE WAY | LONG BEACH | CA | 90802 | NONE | PC | GENERAL | $28,000 |
| JAPANESE AMERICAN CULTURAL & COMMUNITY CENTER | |||||||
| 244 S SAN PEDRO ST | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $746,000 |
| JAPANESE AMERICAN NATIONAL MUSEUM | |||||||
| 100 N CENTRAL AVE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $850,000 |
| JAPANESE AMERICAN NATIONAL MUSEUM | |||||||
| 3435 OCEAN PARK BLVD STE 107 PMB 85 | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL | $150,000 |
| LA THEATRE WORKS | |||||||
| 235 CHARLES E YOUNG DR | LOS ANGELES | CA | 90095 | NONE | PC | GENERAL | $288,000 |
| LA COMMONS (FISCALLY SPONSORED BY COMMUNITY PARTNE | |||||||
| 4343 LEIMERT BLVD | LOS ANGELES | CA | 90008 | NONE | PC | GENERAL | $188,000 |
| LA CONTEMPORARY DANCE COMPANY | |||||||
| 618 B MOULTON AVE | LOS ANGELES | CA | 90031 | NONE | PC | GENERAL | $48,000 |
| LA COUNTY ARTS ED TEAL PROGRAM | |||||||
| 500 W TEMPLE ST B-37-2 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $350,000 |
| LA PLAZA DE CULTURA Y ARTES | |||||||
| 501 N MAIN ST | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $850,000 |
| LAS FOTOS PROJECT (FISCALLY SPONSORED BY COMMUNITY | |||||||
| 2658 PASADENA AVE | LOS ANGELES | CA | 90031 | NONE | PC | GENERAL | $196,000 |
| LATINO THEATER COMPANY | |||||||
| 514 S SPRING ST | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL | $549,000 |
| LAXART | |||||||
| 2640 S LA CIENEGA BLVD | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL | $202,000 |
| LINEAGE DANCE COMPANY | |||||||
| 920 E MOUNTAIN ST | PASADENA | CA | 91104 | NONE | PC | GENERAL | $77,000 |
| LONG BEACH MUSEUM OF ART FOUNDATION | |||||||
| 2300 E OCEAN BLVD | LONG BEACH | CA | 90803 | NONE | PC | GENERAL | $22,000 |
| LONG BEACH OPERA | |||||||
| 115 PINE AVE STE 550 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL | $100,000 |
| LONG BEACH SYMPHONY ASSOCIATION | |||||||
| 249 E OCEAN BLCD STE 200 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL | $90,000 |
| LOS ANGELES CHILDREN'S CHORUS | |||||||
| 585 E COLORADO BLVD | PASADENA | CA | 91101 | NONE | PC | GENERAL | $25,000 |
| LOS ANGELES CONTEMPORARY EXHIBITIONS | |||||||
| 6522 HOLLYWOOD BLVD | LOS ANGELES | CA | 90028 | NONE | PC | GENERAL | $242,000 |
| LOS ANGELES MASTER CHORALE ASSOCIATION | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $1,015,000 |
| LOS ANGELES MUSIC AND ART SCHOOL | |||||||
| 3630 E 3RD ST | LOS ANGELES | CA | 90063 | NONE | PC | GENERAL | $347,000 |
| LOS ANGELES NOMADIC DIVISION | |||||||
| 2021 W JEFFERSON BLVD | LOS ANGELE | CA | 90018 | NONE | PC | GENERAL | $250,000 |
| LOS ANGELES PERFORMANCE PRACTICE | |||||||
| 106 1/2 JUDGE JOHN AISO ST 722 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $103,000 |
| MEZTLI PROJECTS INC | |||||||
| 6615 EASTON ST | LOS ANGELES | CA | 90022 | NONE | PC | GENERAL | $30,000 |
| MOLAA | |||||||
| 628 ALAMITOS AVE | LONG BEACH | CA | 90802 | NONE | PC | GENERAL | $850,000 |
| MUSE-IQUE | |||||||
| 300 E GREEN ST | PASADENA | CA | 91101 | NONE | PC | GENERAL | $480,000 |
| MUSYCA | |||||||
| 21019 GRESHAM ST 18 | CANOGA PARK | CA | 91304 | NONE | PC | GENERAL | $43,000 |
| NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION | |||||||
| 1600 CAMPUS RD | LOS ANGELES | CA | 90041 | NONE | PC | GENERAL | $171,000 |
| PS ARTS | |||||||
| 2947 S SEPULVEDA BLVD | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL | $811,000 |
| PACIFIC OPERA PROJECT INC | |||||||
| 125 S AVE 57 | LOS ANGELES | CA | 90041 | NONE | PC | GENERAL | $135,000 |
| PASADENA CONSERVATORY OF MUSIC | |||||||
| 100 N HILL AVE | PASADENA | CA | 91106 | NONE | PC | GENERAL | $300,000 |
| PASADENA PLAYHOUSE STATE THEATRE OF CALIFORNIA | |||||||
| 39 S EL MOLINO AVE | PASADENA | CA | 91101 | NONE | PC | GENERAL | $974,000 |
| PIECE BY PIECE | |||||||
| 5101 S BROADWAY | LOS ANGELES | CA | 90037 | NONE | PC | GENERAL | $60,000 |
| PLAZA DE LA RAZA | |||||||
| 3540 N MISSION RD | LOS ANGELES | CA | 90031 | NONE | PC | GENERAL | $232,000 |
| PUBLIC CORP FOR THE ART OF THE CITY OF | |||||||
| 115 PINE AVE STE 550 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL | $90,000 |
| RED HEN PRESS INC | |||||||
| PO BOX 40820 | PASADENA | CA | 91114 | NONE | PC | GENERAL | $116,000 |
| ROGUE ARTISTS ENSEMBLE | |||||||
| PO BOX 274 | SUN VALLEY | CA | 91353 | NONE | PC | GENERAL | $38,000 |
| RUCKUSROOTS | |||||||
| PO BOX 411064 | LOS ANGELES | CO | 90041 | NONE | PC | GENERAL | $25,000 |
| RYMAN CARROLL FOUNDATION | |||||||
| 1933 S BROADWAY 11TH FL STE 1138 | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL | $11,000 |
| SANTA CECILIA OPERA AND ORCHESTRA ASSOCIATION | |||||||
| 1600 CAMPUS RD | LOS ANGELES | CA | 90041 | NONE | PC | GENERAL | $111,000 |
| SELF HELP GRAPHICS | |||||||
| 1300 E 1ST ST | LOS ANGELES | CA | 90033 | NONE | PC | GENERAL | $750,000 |
| SHAKESPEARE CENTER OF LOS ANGELES | |||||||
| 1238 W 1ST ST | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL | $483,000 |
| SIDE STREET PROJECTS | |||||||
| PO BOX 90432 | PASADENA | CA | 91109 | NONE | PC | GENERAL | $51,000 |
| SKYLIGHT THEATRE CO | |||||||
| PO BOX 27506 | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL | $47,000 |
| STREET POETS | |||||||
| 2116 ARLINGTON AVE STE 310 | LOS ANGELES | CA | 90018 | NONE | PC | GENERAL | $191,000 |
| STREET SYMPHONY PROJECT | |||||||
| 1001 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL | $103,000 |
| THE ACTOR'S FUND OF AMERICA | |||||||
| 5757 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL | $150,000 |
| THE H E ART PROJECT DBA ARTWORX LA | |||||||
| 930 WILSHIRE BLVD STE 800 | LOS ANGELES | CA | 90057 | NONE | PC | GENERAL | $35,000 |
| THE HARMONY PROJECT | |||||||
| 4322 WILSHIRE BLVD STE 101 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL | $930,000 |
| THE INDEPENDENT SHARESPEARE CO INC | |||||||
| 3191 CASITAS AVE 168 | LOS ANGELES | CA | 90039 | NONE | PC | GENERAL | $38,000 |
| THE LA CHAMBER ORCHESTRA SOCIETY INC | |||||||
| 510 W SITH STREET NO 1001 | LOS ANGELES | CA | 90014 | NONE | PC | GENERAL | $225,000 |
| THE UNUSUAL SUSPECTS THEATRE COMPANY | |||||||
| 300 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | GENERAL | $296,000 |
| THE WORLD STAGE PERFORMANCE GALLERY | |||||||
| 4321 DEGNAN BLVD | LOS ANGELES | CA | 90008 | NONE | PC | GENERAL | $55,000 |
| THEATRE AT BOSTON COURT | |||||||
| 70 N MENTOR AVE | PASADENA | CA | 91106 | NONE | PC | GENERAL | $103,000 |
| THEATRE OF HEARTS | |||||||
| 672 S LA FAYETTE PARK PL STE 47 | LOS ANGELES | CA | 90057 | NONE | PC | GENERAL | $76,000 |
| TIA CHUCHA'S CENTRO CULTURAL & BOOKSTORE | |||||||
| 12677 GLENOAKS BLVD | SYLMAR | CA | 91342 | NONE | PC | GENERAL | $224,000 |
| URBAN VOICES PROJECT | |||||||
| 420 S SAN PEDRO ST APT 423 | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL | $62,000 |
| VENICE ARTS | |||||||
| 13445 BEACH AVE | VENICE | CA | 90292 | NONE | PC | GENERAL | $85,000 |
| VERSA-STYLE DANCE COMPANY | |||||||
| 7300 CASE AVE | SUN VALLEY | CA | 91352 | NONE | PC | GENERAL | $83,000 |
| VINCENT PRICE ART MUSEUM FOUNDATION | |||||||
| 1301 AVENIDA CESAR CHAVEZ | MONTEREY PARK | CA | 91754 | NONE | PC | GENERAL | $179,000 |
| VISUAL COMMUNICATIONS MEDIA | |||||||
| 120 JUDGE JOHN AISO ST | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $55,000 |
| VIVER BRASIL DANCE CO | |||||||
| 2141 N GOWER STREET | LOS ANGELES | CA | 90068 | NONE | PC | GENERAL | $12,000 |
| VOX FEMINA LA | |||||||
| 3341 CAROLINE AVE | CULVER CITY | CA | 90232 | NONE | PC | GENERAL | $30,000 |
| WRITEGIRL | |||||||
| 1000 N ALAMEDA ST NO 240 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,028,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 11 11 A CREATIVE COLLECTIVE | |||||||
| 9410 OWENSMOUTH AVE | LOS ANGELES | CA | 91311 | NONE | PC | GENERAL | $58,000 |
| 18TH STREET ARTS COMPLEX | |||||||
| 1639 18TH ST | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL | $278,000 |
| 24TH STREET THEATRE COMPANY | |||||||
| 1117 W 24TH ST | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL | $189,000 |
| ANGELS GATE CULTURAL CENTER | |||||||
| 3601 S GAFFEY ST | SAN PEDRO | CA | 90731 | NONE | PC | GENERAL | $220,000 |
| ANTAEUS THEATRE COMPANY | |||||||
| 110 E BROADWAY | GLENDALE | CA | 91205 | NONE | PC | GENERAL | $205,000 |
| ARMAND HAMMER MUSEUM OF ART AND CULTURAL | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | SO III FI | GENERAL | $450,000 |
| ARMORY CENTER FOR THE ARTS | |||||||
| 145 N RAYMOND AVE | PASADENA | CA | 91103 | NONE | PC | GENERAL | $434,000 |
| ART DIVISION | |||||||
| 2418 W 6TH ST | LOS ANGELES | CA | 90057 | NONE | PC | GENERAL | $135,000 |
| ARTS FOR LA | |||||||
| 1149 S HILL ST STE H100 | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL | $180,000 |
| ASSOCIATION OF CA SYMPHONY ORCHESTRAS | |||||||
| PO BOX 71439 | LOS ANGELES | CA | 90071 | NONE | PC | GENERAL | $150,000 |
| BEYOND BAROQUE FOUNDATION | |||||||
| 681 VENICE BLVD | VENICE | CA | 90291 | NONE | PC | GENERAL | $80,000 |
| CA LAWYERS FOR THE ARTS | |||||||
| 2 MARINA BLVD BLDG C 265 | SAN FRANCISCO | CA | 94123 | NONE | PC | GENERAL | $150,000 |
| CASA 0101 | |||||||
| 2102 E 1ST ST | LOS ANGELES | CA | 90033 | NONE | PC | GENERAL | $195,000 |
| CLOCKSHOP | |||||||
| 2806 CLEARWATER ST | LOS ANGELES | CA | 90039 | NONE | PC | GENERAL | $114,000 |
| CRAFT CONTEMPORARY | |||||||
| 5814 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL | $241,000 |
| DEAF WEST THEATRE COMPANY | |||||||
| 11333 MOORPARK ST | STUDIO CITY | CA | 91602 | NONE | PC | GENERAL | $66,000 |
| DIAVOLO DANCE THEATRE | |||||||
| 616 MOULTON AVE | LOS ANGELES | CA | 90031 | NONE | PC | GENERAL | $243,000 |
| EAST-WEST PLAYERS | |||||||
| 120 JUDGE JOHN AISO ST | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $366,000 |
| EVERYBODY DANCE LA | |||||||
| 222 E 16TH ST STE E | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL | $340,000 |
| FILM2FUTURE | |||||||
| 6310 SAN VICENTE BLVD STE 101 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL | $96,000 |
| FLORICANTO DANCE THEATRE | |||||||
| 2758 E ORANGE GROVE BLVD | PASADENA | CA | 91107 | NONE | PC | GENERAL | $40,000 |
| FULCRUM ARTS | |||||||
| 145 N RAYMOND AVE | PASADENA | CA | 91103 | NONE | PC | GENERAL | $100,000 |
| FUTURE ROOTS INC (DBA DUBLAB) | |||||||
| 1035 W 24TH ST | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL | $210,000 |
| GAY MEN'S CHORUS OF LOS ANGELES | |||||||
| 8380 SANTA MONICA BLVD STE 206 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL | $116,000 |
| GET LIT WORDS IGNITE | |||||||
| 672 S LA FAYETTE PARK PL 10 | LOS ANGELES | CA | 90057 | NONE | PC | GENERAL | $431,000 |
| GRAND VISION FOUNDATION | |||||||
| 434 W 6TH ST | SAN PEDRO | CA | 90731 | NONE | PC | GENERAL | $203,000 |
| HEIDI DUCKLER DANCE | |||||||
| 1206 MAPLE AVE STE 1100B | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL | $288,000 |
| HIGHWAYS | |||||||
| VARIOUS | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL | $116,000 |
| ICA LA | |||||||
| 1717 E 7TH ST | LOS ANGELES | CA | 90021 | NONE | PC | GENERAL | $468,000 |
| INNER CITY YOUTH ORCHESTRA OF LOS ANGELES | |||||||
| 6820 LA TIJERA BLVD | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL | $155,000 |
| JAPANESE AMERICAN CULTURAL & COMMUNITY CENTER | |||||||
| 244 S SAN PEDRO ST | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $746,000 |
| JAPANESE AMERICAN NATIONAL MUSEUM | |||||||
| 100 N CENTRAL AVE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $850,000 |
| LA THEATRE WORKS | |||||||
| 235 CHARLES E YOUNG DR | LOS ANGELES | CA | 90095 | NONE | PC | GENERAL | $233,000 |
| LA COMMONS (FISCALLY SPONSORED BY COMMUNITY PARTNE | |||||||
| 4343 LEIMERT BLVD | LOS ANGELES | CA | 90008 | NONE | PC | GENERAL | $188,000 |
| LA CONTEMPORARY DANCE COMPANY | |||||||
| 618 B MOULTON AVE | LOS ANGELES | CA | 90031 | NONE | PC | GENERAL | $48,000 |
| LA PLAZA DE CULTURA Y ARTES | |||||||
| 501 N MAIN ST | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $850,000 |
| LAS FOTOS PROJECT (FISCALLY SPONSORED BY COMMUNITY | |||||||
| 2658 PASADENA AVE | LOS ANGELES | CA | 90031 | NONE | PC | GENERAL | $196,000 |
| LATINO THEATER COMPANY | |||||||
| 514 S SPRING ST | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL | $284,000 |
| LAXART | |||||||
| 2640 S LA CIENEGA BLVD | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL | $202,000 |
| LINEAGE DANCE COMPANY | |||||||
| 920 E MOUNTAIN ST | PASADENA | CA | 91104 | NONE | PC | GENERAL | $77,000 |
| LOS ANGELES CONTEMPORARY EXHIBITIONS | |||||||
| 6522 HOLLYWOOD BLVD | LOS ANGELES | CA | 90028 | NONE | PC | GENERAL | $149,000 |
| LOS ANGELES MASTER CHORALE ASSOCIATION | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $850,000 |
| LOS ANGELES MUSIC AND ART SCHOOL | |||||||
| 3630 E 3RD ST | LOS ANGELES | CA | 90063 | NONE | PC | GENERAL | $188,000 |
| LOS ANGELES NOMADIC DIVISION | |||||||
| 2021 W JEFFERSON BLVD | LOS ANGELES | CA | 90018 | NONE | PC | GENERAL | $140,000 |
| LOS ANGELES PERFORMANCE PRACTICE | |||||||
| 106 1/2 JUDGE JOHN AISO ST 722 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $103,000 |
| MOLAA | |||||||
| 628 ALAMITOS AVE | LONG BEACH | CA | 90802 | NONE | PC | GENERAL | $850,000 |
| MUSE-IQUE | |||||||
| 300 E GREEN ST | PASADENA | CA | 91101 | NONE | PC | GENERAL | $480,000 |
| NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION | |||||||
| 1600 CAMPUS RD | LOS ANGELES | CA | 90041 | NONE | PC | GENERAL | $171,000 |
| PS ARTS | |||||||
| 2947 S SEPULVEDA BLVD | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL | $811,000 |
| PASADENA PLAYHOUSE STATE THEATRE OF CALIFORNIA | |||||||
| 39 S EL MOLINO AVE | PASADENA | CA | 91101 | NONE | PC | GENERAL | $674,000 |
| PLAZA DE LA RAZA | |||||||
| 3540 N MISSION RD | LOS ANGELES | CA | 90031 | NONE | PC | GENERAL | $182,000 |
| SANTA CECILIA OPERA AND ORCHESTRA ASSOCIATION | |||||||
| 1600 CAMPUS RD | LOS ANGELES | CO | 90041 | NONE | PC | GENERAL | $86,000 |
| SELF HELP GRAPHICS | |||||||
| 1300 E 1ST ST | LOS ANGELES | CA | 90033 | NONE | PC | GENERAL | $500,000 |
| SHAKESPEARE CENTER OF LOS ANGELES | |||||||
| 1238 W 1ST ST | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL | $183,000 |
| SIDE STREET PROJECTS | |||||||
| PO BOX 90432 | PASADENA | CA | 91109 | NONE | PC | GENERAL | $500,000 |
| STREET POETS | |||||||
| 2116 ARLINGTON AVE STE 310 | LOS ANGELES | CA | 90018 | NONE | PC | GENERAL | $191,000 |
| STREET SYMPHONY PROJECT | |||||||
| 1001 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL | $103,000 |
| THE ACTOR'S FUND OF AMERICA | |||||||
| 5757 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL | $250,000 |
| THE HARMONY PROJECT | |||||||
| 4322 WILSHIRE BLVD STE 101 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL | $850,000 |
| THE UNUSUAL SUSPECTS THEATRE COMPANY | |||||||
| 300 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | GENERAL | $233,000 |
| THE WORLD STAGE PERFORMANCE GALLERY | |||||||
| 4321 DEGNAN BLVD | LOS ANGELES | CA | 90008 | NONE | PC | GENERAL | $55,000 |
| THEATRE OF HEARTS | |||||||
| 672 S LA FAYETTE PARK PL STE 47 | LOS ANGELES | CA | 90057 | NONE | PC | GENERAL | $76,000 |
| TIA CHUCHA'S CENTRO CULTURAL & BOOKSTORE | |||||||
| 12677 GLENOAKS BLVD | SYLMAR | CA | 91342 | NONE | PC | GENERAL | $224,000 |
| URBAN VOICES PROJECT | |||||||
| 420 S SAN PEDRO ST APT 423 | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL | $62,000 |
| VERSA-STYLE DANCE COMPANY | |||||||
| 7300 CASE AVE | SUN VALLEY | CA | 91352 | NONE | PC | GENERAL | $83,000 |
| VINCENT PRICE ART MUSEUM FOUNDATION | |||||||
| 1301 AVENIDA CESAR CHAVEZ | MONTEREY PARK | CA | 91754 | NONE | PC | GENERAL | $179,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $18,164,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,708 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,712,704 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,079,098 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,808,510 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,808,510 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JERRY PERENCHIO LIVING TRUST DTD 41 | |||||||
| 1 | 27640 LATIGO SHORE DRIVE | MALIBU | CA | 90265 | $263,666 | Yes (X) | Yes (X) |
| GOEDIKE CHARITABLE REMAINDER UNITRUST | |||||||
| 2 | C/O SAN PASQUAL FIDUCIARY TRUST CO | LOS ANGELES | CA | 90071 | $3,637,671 | Yes (X) | Yes (X) |
| AJP SUPPORT TRUST LADY GRADE CRUT | |||||||
| 3 | C/O SAN PASQUAL FIDUCIARY TRUST CO | LOS ANGELES | CA | 90071 | $11,843 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | CASH AND INVESTMENTS | $263,666 | 2023-02-28 |
| 2 | CASH AND INVESTMENTS | $3,637,671 | 2023-12-31 |
| 3 | CASH AND INVESTMENTS | $11,843 | 2023-03-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $148,630 | Amt |
| Net Investment Income | $59,452 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $89,178 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 23644 MALIBU RD | PropertyDesc |
| Acquired | 2018-04-01 | AcquiredDt |
| Cost Or Other Basis | $10,000,000 | CostOrOtherBasisAmt |
| Computation Method | L | ComputationMethodTxt |
| Current Year Expense | $0 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB | BondNm |
| EOY Book Value | $1,150,245 | EOYBookValueAmt |
| EOYFMV | $1,150,245 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $779,356 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $779,356 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | AT COST | $378,155,000 | $378,155,000 |
| OTHER ASSETS | AT COST | $68,825 | $68,825 |
| INVESTMENT MICHAELS LP | AT COST | $100 | $100 |
| SECURITY DEPOSIT | AT COST | $10,417 | $10,417 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $87,649 | LegalFeesAmt |
| Net Investment Income | $69,146 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,503 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLARITY PARTNERS | $100,120 | $135,404 | $135,404 |
| MOELIS CAPITAL OPPS FUND I | $9,690,038 | $7,879,525 | $7,879,525 |
| MCP I (HAWTHORNE) | $13,586 | $153,172 | $153,172 |
| RADER REINFRANK | $17,098 | $13,509 | $13,509 |
| THE BLADE RUNNER PARTNERSHIP | $128,458 | $128,458 | $128,458 |
| CONTRIBUTIONS RECEIVABLE | $0 | $3,637,672 | $3,637,672 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $2,377,490 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MEALS | $6,116 | $0 | $0 | $6,116 |
| BUSINESS LICENSES & PERMITS | $669 | $0 | $0 | $669 |
| OFFICE SUPPLIES | $2,385 | $0 | $0 | $2,385 |
| COMPUTER & SOFTWARE EXPENSES | $26,612 | $0 | $0 | $26,612 |
| MISCELLANEOUS | $1,500 | $0 | $0 | $1,500 |
| BANK FEES | $1,955 | $1,955 | $0 | $0 |
| ART EXPENSES | $15,460 | $0 | $0 | $15,460 |
| ART STORAGE EXPENSE | $126,280 | $0 | $0 | $126,280 |
| ART INSURANCE EXPENSE | $428,505 | $0 | $0 | $428,505 |
| CLAIMS PAID ON INVESTMENT | $22,009 | $22,009 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES - CONS | CategoryTxt |
| Amt | $50,711 | Amt |
| Net Investment Income | $53,746 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $23,804 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES | $193,212 | $0 | $0 | $0 |
| TAXES - PROPERTY | $48,737 | $48,737 | $0 | $0 |
| FOREIGN TAXES - NORTHERN TRUST | $0 | $235 | $0 | $0 |
| FOREIGN TAXES - CHARLES SCHAWB | $0 | $405 | $0 | $0 |
Comments