RESSLER GERTZ FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RESSLER GERTZ FOUNDATION (EIN 31-1533199)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202501359349104480
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T14:57:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953048720 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISHNOW ROSS WARSAVSKY & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15260 VENTURA BLVD 1910 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311533199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RESSLERGERTZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RESS | BusinessNameControlTxt |
| Phone | 8189812240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15260 VENTURA BLVD 1910 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTONY RESSLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8189812240 | PhoneNum |
| Signature | 2025-05-02 | 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 | MICHAEL WARSAVSKY | PreparerPersonNm |
| PTIN | P01303673 | PTIN |
| Phone | 8189812240 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $361,110,312 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $160,342,625 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,811 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,811 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,865,671 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,865,671 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,362,414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,847,732 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,362,414 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $187,572,521 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,229,896 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,932 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,951 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,980 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $388,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $405,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,951 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,317,101 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,317,101 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,722,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,951 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,332,081 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $162,849,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,227,945 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,991,329 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,354,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,354,891 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $32,362,772 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,029,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $356,609,765 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $668,509 | OtherAssetsBOYAmt |
| Other Assets EOY | $145,656 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $145,656 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,022,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,529,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $361,110,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $36,022,610 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,529,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,022,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,529,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,022,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,529,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,022,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $162,849,688 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $198,872,298 | SubtotalAmt |
| Other Decreases | $160,342,625 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,529,673 | 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 | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 120,000 SHS ARES MANAGEMENT CORPORATION | D | 2023-01-01 | 2024-08-31 | $17,362,414 | $17,362,414 | $17,362,414 | |
| 2,735,318 SHS VANGUARD TREASURY | P | 2023-12-29 | 2024-06-24 | $3,485,318 | $0 | $0 | $3,485,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,362,414 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $378,468 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $378,468 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $378,468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $384,077 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $384,077 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,609 | OverpaymentAmt |
| Applied To ES Tax | $5,609 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WISHNOW ROSS WARSAVSKY CO | IndividualWithBooksNm |
| Phone | 8189812240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15260 VENTURA BLVD SUITE 1910 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANTONY RESSLER | ||||||||
| 15260 VENTURA BLVD 1910 | SHERMAN OAKS | CA | 91403 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMI GERTZ | ||||||||
| 15260 VENTURA BLVD 1910 | SHERMAN OAKS | CA | 91403 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $236,546,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,297,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,668,509 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $245,513,070 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $245,513,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,682,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $241,830,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,091,519 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,091,519 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $378,468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $378,468 | TotalTaxAmt |
| Distributable Before Adj | $11,713,051 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,713,051 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,713,051 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,332,081 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,332,081 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,713,051 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,470,080 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,246,860 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,586,569 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,270,495 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,926,097 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,500,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,332,081 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,713,051 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,619,030 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $56,119,131 | 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 | $2,470,080 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $53,649,051 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,246,860 | ExcessFromYear4Amt |
| Excess From Year3 | $5,586,569 | ExcessFromYear3Amt |
| Excess From Year2 | $13,270,495 | ExcessFromYear2Amt |
| Excess From Year1 | $15,926,097 | ExcessFromYear1Amt |
| Excess From Current Year | $12,619,030 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANTONY RESSLER | ContributingManagerNm |
| Contributing Manager | JAMI GERTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR COLLEGE READY PUBLIC SCHOOL FOUNDATION | ||||||||
| 601 SOUTH FIGUEROA STREET 4TH FLOOR | LOS ANGELES | CA | 90017 | NONE | SCHOOL | CONTRIBUTION | $1,200,000 | |
| AMERICA GIVES | ||||||||
| 228 PARK AVE S 71410 | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | CONTRIBUTION | $20,000 | |
| AMERICA-ISRAEL DEMOCRACY COALITION | ||||||||
| 543 FOXGLOVE LANE | WYNNEWOOD | PA | 19096 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 10 GLENLAKE PKWY SOUTH TOWER STE | ATLANTA | GA | 30328 | NONE | PUBLIC CHARITY | CONTRIBUTION | $15,000 | 400 |
| AMERICAN INTERNATIONAL EDUCATON FOUNDATION (AIEF) | ||||||||
| 600 N ROSEMEAD BLVD SUITE 123 | PASADENA | CA | 91107 | NONE | PUBLIC CHARITY | CONTRIBUTION | $625,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | PUBLIC CHARITY | CONTRIBUTION | $2,100,000 | |
| ANDERSON RANCH ARTS CENTER | ||||||||
| 5263 OWL CREEK RD | SNOWMASS | CO | 81615 | NONE | PUBLIC CHARITY | CONTRIBUTION | $125,000 | |
| ARES CHARITABLE FOUNDATION | ||||||||
| 2000 AVE OF THE STARS 12TH FLOOR | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000,000 | |
| ATLANTA COMMITTEE FOR PROGRESS | ||||||||
| ONE BUCKHEAD PLAZA 3060 PEACHTREE | ATLANTA | GA | 30305 | NONE | PUBLIC CHARITY | CONTRIBUTION | $35,000 | RD |
| ATLANTA HAWKS FOUNDATION | ||||||||
| 101 GARDNER PARK | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,025,000 | |
| ATLANTA MISSION | ||||||||
| 2353 BOLTON RD NW | ATLANTA | GA | 30318 | NONE | PUBLIC CHARITY | CONTRIBUTION | $50,000 | |
| BLYTHEDALE CHILDREN'S HOSPITAL | ||||||||
| 95 BRADHURST AVE | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 | |
| BOYS & GIRLS CLUBS OF AMERICA | ||||||||
| SOUTHEAST REGION PO BOX 117431 | ATLANTA | GA | 30368 | NONE | PUBLIC CHARITY | CONTRIBUTION | $15,000 | |
| BRCC FUND | ||||||||
| 1144 500 W | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC CHARITY | CONTRIBUTION | $6,000 | |
| CAMPBELL HALL | ||||||||
| 4533 LAUREL CANYON BLVD | STUDIO CITY | CA | 91607 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000,000 | |
| CAREMESSAGE | ||||||||
| 300 BRANNAN ST SUITE 405 | SAN FRANCISCO | CA | 94107 | NONE | PUBLIC CHARITY | CONTRIBUTION | $33,334 | |
| CATALYST INC | ||||||||
| 120 WALL STREET 15TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | CONTRIBUTION | $14,000 | |
| CENTRAL FUND OF ISRAEL | ||||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | NONE | PUBLIC CHARITY | CONTRIBUTION | $100,000 | |
| CHAMPION LA | ||||||||
| 123 S LA BREA AVE | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | CONTRIBUTION | $250,000 | |
| COUNCIL FOR QUALITY GROWTH | ||||||||
| 5901-C PEACHTREE DUNWOODY ROAD | ATLANTA | GA | 30328 | NONE | PUBLIC CHARITY | CONTRIBUTION | $15,000 | SUITE 500 |
| DREAM MACHINE INNOVATION | ||||||||
| 3601 WALL AVE | RICHMOND | CA | 94804 | NONE | PUBLIC CHARITY | CONTRIBUTION | $333,333 | |
| E4E RELIEF LLC | ||||||||
| 101 S TRYON STREET SUITE 2900 | CHARLOTTE | NC | 28280 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000,000 | |
| EAGLE'S WINGS FOUNDATION | ||||||||
| 6850 BERMUDA ROAD | LAS VEGAS | NV | 89119 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000,000 | |
| EMORY UNIVERSITY SCHOOL | ||||||||
| 1390 OXFORD ROAD NE 3RD FLOOR | ATLANTA | GA | 30322 | NONE | SCHOOL | CONTRIBUTION | $1,400,000 | |
| FRIENDS OF UNITED HATZALAH | ||||||||
| 345 PARK AVE | NEW YORK | NY | 10154 | NONE | PUBLIC CHARITY | CONTRIBUTION | $120,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | NONE | SCHOOL | CONTRIBUTION | $500,000 | |
| GRADY HEALTH FOUNDATION | ||||||||
| 191 PEACHTREE STREET NE SUITE 820 | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | CONTRIBUTION | $25,000 | |
| HIPPOLIFE LLC | ||||||||
| 4169 VIA MARINA 304 | MARINA DEL REY | CA | 90292 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 | |
| IN THE CITY CAMP | ||||||||
| 6751 ROSWELL RD NE | ATLANTA | GA | 30328 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 | |
| FOUNDATION FOR DEFENCE OF DEMOCRACIES | ||||||||
| 1800 M STREET NW SUITE 800S | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CONTRIBUTION | $350,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||||
| 5905 WILSHIRE BLVD | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,503,334 | |
| MATTHEW SILVERMAN MEMORIAL FOUNDATION | ||||||||
| 324 S BEVERLY DR 411 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | CONTRIBUTION | $6,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS | ||||||||
| 510 WALNUT STREET SUITE 1250 | PHILADELPHIA | PA | 19106 | NONE | PUBLIC CHARITY | CONTRIBUTION | $50,000 | |
| MILKEN CANCER FOR ADVANCING | ||||||||
| 950 NEW HAMPSHIRE AVE NW 2ND FLOOR | WASHINGTON | DC | 20052 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000,000 | OFFICE SUITE |
| HILLEL INTERNATIONAL | ||||||||
| 800 EIGHT STREET | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000,000 | |
| OPERATION HOPE | ||||||||
| 707 WILSHIRE BLVD 30TH FLOOR | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | CONTRIBUTION | $50,000 | |
| HIT FORE HOPE | ||||||||
| 225 JACKSON DRIVE | CHARGIN FALLS | OH | 44022 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 | |
| PG FAMILY FOUNDATION | ||||||||
| 1440 OCEAN DRIVE | MIAMI | FL | 33139 | NONE | PUBLIC CHARITY | CONTRIBUTION | $5,000 | |
| JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL | ||||||||
| 633 THIRD AVE 21ST FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 4TH STREET | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY | CONTRIBUTION | $75,000 | |
| JEWISH FEDERATION OF GREATER ATLANTA | ||||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | CONTRIBUTION | $100,000 | |
| JQ INTERNATIONAL | ||||||||
| 801 LARRABEE ST UNIT 10 | WEST HOLLYWOOD | CA | 90069 | NONE | PUBLIC CHARITY | CONTRIBUTION | $25,000 | |
| SHATTERPROOF | ||||||||
| 101 MERRITT 7 CORPORATE PARK 1ST | NORWALK | CT | 06851 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 | FLOOR |
| KIPP SOCAL GALA HONORING BRUCE AND MARTHA KARSH | ||||||||
| 333 SOUTH GRAND AVE 28TH FLOOR | LOS ANGELES | CA | 90071 | NONE | SCHOOL | CONTRIBUTION | $100,000 | |
| THE BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 3RD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CONTRIBUTION | $400,000 | |
| LUMINARY IMPACT FUND | ||||||||
| 767B PORTOLA STREET | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC CHARITY | CONTRIBUTION | $50,000 | |
| ONE FAMILY | ||||||||
| 1029 TEANECK RD STE 3B | TEANECK | NJ | 07666 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 | |
| THE HERMAN J RUSSELL CENTER | ||||||||
| 171 17TH STREET NW STE 1625 | ATLANTA | GA | 30363 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000,000 | |
| THE INTERNATIONAL COMMUNITY FOUNDATION | ||||||||
| 2505 N AVE | NATIONAL CITY | CA | 91950 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 | |
| SIMON WIESENTHAL CENTER INC | ||||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | CONTRIBUTION | $100,000 | |
| THE LOUIS D BRANDEIS CENTER | ||||||||
| 1717 PNSILVANIA AVE NW SUITE 1025 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000,000 | |
| THE PAINTED TURTLE | ||||||||
| 1300 4TH STREET 300 | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY | CONTRIBUTION | $80,000 | |
| THE ROCKET FOUNDATION | ||||||||
| 269 S BEVERLY DRIVE 338 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | CONTRIBUTION | $200,000 | |
| THE UC REGENTS | ||||||||
| 1111 FRANKLIN STREET 12TH FLOOR | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | CONTRIBUTION | $26,100 | |
| THE UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000,000 | |
| SINAI TEMPLE | ||||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | CONTRIBUTION | $25,000 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,050,000 | |
| SUMMAEVERYTHANG COMMUNITY | ||||||||
| 300 S GRAND AVE STE 4100 | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | CONTRIBUTION | $800,000 | |
| THE BRIDGESPAN GROUP INC | ||||||||
| 2 COPLEY PLACE 7TH FLOOR SUITE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | CONTRIBUTION | $525,000 | 3700B |
| WILSHIRE BOULEVARD TEMPLE | ||||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 | |
| YOUTH RENEWAL FUND | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | CONTRIBUTION | $100,000 | |
| THE GREATEST GENERATIONS FOUNDATION | ||||||||
| 501 S CHERRY STREET 11TH FLOOR | DENVER | CO | 80246 | NONE | PUBLIC CHARITY | CONTRIBUTION | $30,000 | |
| TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS | ||||||||
| 3033 WILSON BLVD 3RD FLOOR | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | CONTRIBUTION | $15,000 | |
| WEST POINT ASSOCIATION OF GRADUATES | ||||||||
| HERBERT HALL 698 MILLS ROAD | WEST POINT | NY | 10996 | NONE | PUBLIC CHARITY | CONTRIBUTION | $15,000 | |
| YOUTH INC | ||||||||
| 1715 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | NONE | PUBLIC CHARITY | CONTRIBUTION | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,317,101 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,811 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,865,671 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,362,414 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,229,896 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,229,896 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ANTONY P RESSLER | ||||||
| 1 | 15260 VENTURA BLVD SUITE 1910 | SHERMAN OAKS | CA | 91403 | $109,447,625 | Yes (X) |
| TJ CAPITAL INVESTORS LLC | ||||||
| 2 | 15260 VENTURA BLVD SUITE 1910 | SHERMAN OAKS | CA | 91403 | $50,895,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 749,000 SHS OF ARES MANAGEMENT CORPORATION | $109,447,625 | 2024-05-28 |
| 2 | 300,000 SHS OF ARES MANAGEMENT CORPORATION | $50,895,000 | 2024-11-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $16,932 | Amt |
| Net Investment Income | $1,951 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,980 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES | $29,029,126 | $351,609,765 |
| IVY HILL MIDDLE MARKET CREDIT FUND V, LTD | $5,000,000 | $5,000,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE - IVY HILL MIDDLE MARKET CREDIT FUND V | $213,109 | $139,400 | $139,400 |
| DIVIDENDS RECEIVABLE - ARES COML REAL ESTATE CORP | $455,400 | $0 | $0 |
| INTEREST RECEIVABLE- JP MORGAN | $0 | $1 | $1 |
| DIVIDEND RECEIVABLE - BLACKROCK | $0 | $6,255 | $6,255 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $160,342,625 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES & PERMITS | Desc |
| Revenue And Expenses Per Books | $800 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $388,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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