LON V SMITH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LON V SMITH FOUNDATION (EIN 95-6045384)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349107903
- Schema version
- 2023v5.1
- Note
- A later return for the same period supersedes this one.
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:06:28-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 825373778 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREARD & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9221 CORBIN AVE STE 170 | AddressLine1Txt |
| City | NORTHRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91324 | 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 | 956045384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lon V Smith Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONV | BusinessNameControlTxt |
| Phone | 3102769306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9440 Santa Monica Blvd 300 | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen A Rados | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin G Breard CPA | PreparerPersonNm |
| PTIN | P00543852 | PTIN |
| Phone | 8188860940 | 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 | $882,711 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $56 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $56 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $707,652 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $707,652 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,987 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $368,000 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $357,072 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,061,793 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $707,708 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $149,320 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,262 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $11,767 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,118 | OthEmplSlrsWgsNetInvstIncmAmt |
| Taxes Rev And Expnss | $62,577 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $55,230 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $69,188 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $65,489 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,269 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $358,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $136,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,506,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,506,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,864,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $136,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,506,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$802,548 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $570,829 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,135 | CashBOYAmt |
| Cash EOY | $4,242 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $1,068,949 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,874 | SavAndTempCashInvstEOYAmt |
| Other Investments BOY | $23,383,342 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,831,309 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $8,283 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,283 | LandBldgEquipAccumDeprecAmt |
| Land EOYFMV | $500 | LandEOYFMVAmt |
| Other Assets BOY | $21,906 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,908 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $882,211 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,489,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,879,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $882,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,489,332 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,879,333 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,489,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,879,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,489,332 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,879,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,489,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$802,548 | ExcessRevenueOverExpensesAmt |
| Other Increases | $192,549 | OtherIncreasesAmt |
| Subtotal | $23,879,333 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,879,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Mutual funds | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-06-15 | AcquiredDt |
| Sold | 2023-12-13 | SoldDt |
| Gross Sales Price | $368,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $370,987 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,987 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,987 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,987 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,935 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,935 | SubtotalAmt |
| Tax Based On Investment Income | $7,935 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $47 | EsPenaltyAmt |
| Overpayment | $10,018 | OverpaymentAmt |
| Applied To ES Tax | $10,018 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Louise Offit | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102769306 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9440 Santa Monica Blvd 300 | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Andrew Waxler | ||||||
| 3932 Via Solano | Palos Verdes Estates | CA | 90274 | President | 0.00 | $8,250 |
| Louise Offit | ||||||
| 919 20th Street Apt E | Santa Monica | CA | 90403 | Secretary | 0.00 | $76,220 |
| Stephen A Rados | ||||||
| 2316 Naples | Newport Beach | CA | 92660 | President | 0.00 | $46,100 |
| Lawrence Clark | ||||||
| 35 Misty Acres Road | Rolling Hills Estates | CA | 90274 | Vice President | 0.00 | $9,000 |
| Kirk Wilkinson | ||||||
| 3011 Via La Selva | Palos Verdes Estates | CA | 90274 | Vice President | 0.00 | $9,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,452,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,827 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $881,058 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,558,512 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $24,558,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $368,378 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,190,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,209,507 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,209,507 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,935 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,935 | TotalTaxAmt |
| Distributable Before Adj | $1,201,572 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,201,572 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,201,572 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,506,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,506,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,201,572 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $589,359 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $530,782 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $616,214 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $405,175 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $470,116 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,611,646 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,506,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,201,572 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $304,428 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,916,074 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $589,359 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,326,715 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $530,782 | ExcessFromYear4Amt |
| Excess From Year3 | $616,214 | ExcessFromYear3Amt |
| Excess From Year2 | $405,175 | ExcessFromYear2Amt |
| Excess From Year1 | $470,116 | ExcessFromYear1Amt |
| Excess From Current Year | $304,428 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 1736 Family Crisis Center | ||||||
| 2116 Arlington Avenue Suite 200 | Los Angeles | CA | 90018 | PC | UNRESTRICTED | $5,000 |
| A Place Called Home | ||||||
| 2830 South Central Avenue | Los Angeles | CA | 90011 | PC | UNRESTRICTED | $12,500 |
| Airport Marina Counseling Service | ||||||
| 7891 La Tijera Blvd | Los Angeles | CA | 90045 | PC | UNRESTRICTED | $5,000 |
| Alzheimers Orange County | ||||||
| 2515 McCabe Way Suite 200 | Irvine | CA | 92614 | PC | UNRESTRICTED | $15,000 |
| ALS Association - Golden West Chapt | ||||||
| PO Box 7082 | Woodland Hills | CA | 91365 | PC | UNRESTRICTED | $25,000 |
| Angel Flight West | ||||||
| 3161 Donald Douglas Loop South | Santa Monica | CA | 90405 | PC | UNRESTRICTED | $25,000 |
| Assistance League | ||||||
| 6640 Sunset Blvd | Los Angeles | CA | 90028 | PC | UNRESTRICTED | $10,000 |
| Aviva Family Childrens Services | ||||||
| 7120 Franklin Avenue | Los Angeles | CA | 90046 | PC | UNRESTRICTED | $7,500 |
| Friends of Beverly Hills Public Lib | ||||||
| 444 N Rexford Drive | Beverly Hills | CA | 90210 | PC | UNRESTRICTED | $1,000 |
| Big BrothersBig Sisters of Orange C | ||||||
| 1801 East Edinger Suite 101 | Santa Ana | CA | 92705 | PC | UNRESTRICTED | $8,000 |
| Blind Childrens Center | ||||||
| 4120 Marathon Street | Los Angeles | CA | 90029 | PC | UNRESTRICTED | $10,000 |
| Boys Republic | ||||||
| 1907 Boys Republic Drive | Chino Hills | CA | 91709 | PC | UNRESTRICTED | $25,000 |
| Braille Institute | ||||||
| 741 North Vermont Avenue | Los Angeles | CA | 90029 | PC | UNRESTRICTED | $10,000 |
| Cancer Support Community South Bay | ||||||
| 2601 Airport Drive Suite 101 | Torrance | CA | 90505 | PC | UNRESTRICTED | $7,500 |
| Childrens Hospital of Los Angeles | ||||||
| 4650 Sunset Blvd 29 | Los Angeles | CA | 90027 | PC | UNRESTRICTED | $40,000 |
| Chrysalis | ||||||
| 522 S Main Street | Los Angeles | CA | 90013 | PC | UNRESTRICTED | $20,000 |
| City of Hope | ||||||
| 1500 East Duarte Rd | Duarte | CA | 91010 | PC | UNRESTRICTED | $10,000 |
| Claremont Institute | ||||||
| 1317 West Foothill Blvd Suite 120 | Upland | CA | 91786 | PC | UNRESTRICTED | $15,000 |
| Community Partners for Partners | ||||||
| 1000 N Alemeda St 240 | Los Angeles | CA | 90012 | PC | UNRESTRICTED | $15,000 |
| Court Appointed Special Advocates O | ||||||
| 1505 E 17th St 214 | Santa Ana | CA | 90013 | PC | UNRESTRICTED | $10,000 |
| Downtown Womens Center | ||||||
| 442 S San Pedro Street | Los Angeles | CA | 90013 | PC | UNRESTRICTED | $10,000 |
| El Nido Family Centers | ||||||
| 440 Shatto Place Suite 417 | Los Angeles | CA | 90020 | PC | UNRESTRICTED | $7,500 |
| Foothill Family Service | ||||||
| 2500 E Foothill Blvd 300 | Pasadena | CA | 91107 | PC | UNRESTRICTED | $12,500 |
| Fosterall | ||||||
| 1544 W Glenoaks Blvd | Glendale | CA | 91201 | PC | UNRESTRICTED | $17,500 |
| Foundation for Women Warriors | ||||||
| 1185 Park Center Drive Suite R | Vista | CA | 92081 | PC | UNRESTRICTED | $10,000 |
| Fred Jordan Missions | ||||||
| PO Box 12345 | Covina | CA | 91722 | PC | UNRESTRICTED | $10,000 |
| Fulfillment Fund | ||||||
| 6100 Wilshire Blvd Suite 600 | Los Angeles | CA | 90048 | PC | UNRESTRICTED | $20,000 |
| Good Shepherd Center for Homeless W | ||||||
| 650 Rockwood Street | Los Angeles | CA | 90026 | PC | UNRESTRICTED | $12,500 |
| Good Shepherd Shelter | ||||||
| 1531 James M Woods Blvd | Los Angeles | CA | 90015 | PC | UNRESTRICTED | $15,000 |
| Goodwill of Orange County | ||||||
| 410 North Fairview | Santa Ana | CA | 92703 | PC | UNRESTRICTED | $20,000 |
| Goodwill Southern CA LA | ||||||
| 342 N San Fernando Rd | Los Angeles | CA | 90031 | PC | UNRESTRICTED | $20,000 |
| Habitat for Humanity - National | ||||||
| 322 West Lamar | Americus | GA | 31709 | PC | Ukraine Relief | $25,000 |
| Haven Hills Inc | ||||||
| PO Box 260 | Canoga Park | CA | 91305 | PC | UNRESTRICTED | $10,000 |
| Haynes Family of Programs | ||||||
| 233 West Baseline Road Box 400 | La Verne | CA | 91750 | PC | UNRESTRICTED | $5,000 |
| Hillsides | ||||||
| 940 Avenue 64 | Pasadena | CA | 91105 | PC | UNRESTRICTED | $5,000 |
| Homeboy Industries | ||||||
| 1300 W Bruno Street | Los Angeles | CA | 90012 | PC | UNRESTRICTED | $10,000 |
| Human Options | ||||||
| PO Box 53745 | Irvine | CA | 10000 | PC | UNRESTRICTED | $10,000 |
| Inland Valley Hope Partners | ||||||
| 1753 North Park Avenue | Pomona | CA | 91768 | PC | UNRESTRICTED | $10,000 |
| Jewish Big Brothers Camp Bob Waldor | ||||||
| 11150 W Olympic Blvd Ste 900 | Los Angeles | CA | 90064 | PC | UNRESTRICTED | $10,000 |
| LA County Police Canine Association | ||||||
| 1223 Wilshire Blvd Suite 435 | Santa Monica | CA | 90403 | PC | UNRESTRICTED | $1,000 |
| LA Goal | ||||||
| 4911 Overland Avenue | Culver City | CA | 90230 | PC | UNRESTRICTED | $10,000 |
| LA Master Chorale | ||||||
| 135 N Grand Avenue | Los Angeles | CA | 90012 | PC | UNRESTRICTED | $5,000 |
| LA Police Academa Magent School Fou | ||||||
| 1529 Gilcrest Drive | Beverly Hills | CA | 90210 | PC | UNRESTRICTED | $10,000 |
| Los Angeles Mission | ||||||
| 303 East 5th St | Los Angeles | CA | 90013 | PC | UNRESTRICTED | $10,000 |
| Las Familias Del Pueblo | ||||||
| 1400 S Broadway | Los Angeles | CA | 90015 | PC | UNRESTRICTED | $10,000 |
| Las Floristas Inc | ||||||
| PO Box 579 | Whittier | CA | 90608 | PC | UNRESTRICTED | $25,000 |
| Library Foundation of Los Angeles | ||||||
| 630 West Fifth Street | Los Angeles | CA | 90071 | PC | UNRESTRICTED | $1,000 |
| Music Will fmly Little Kids Rock | ||||||
| PO Box 43369 | Montclair | NJ | 07043 | PC | UNRESTRICTED | $20,000 |
| Los Angeles Regional Food Bank | ||||||
| 1734 E 41st Street | Los Angeles | CA | 90058 | PC | UNRESTRICTED | $15,000 |
| Maple Counseling Cener | ||||||
| 439 N Canon Drive Suite 209 | Beverly Hills | CA | 90210 | PC | UNRESTRICTED | $20,000 |
| Midnight Mission | ||||||
| 601 South San Pedro St | Los Angeles | CA | 90014 | PC | UNRESTRICTED | $10,000 |
| Miracle Flights | ||||||
| 5740 S Eastern Avenue Suite 240 | Las Vegas | NV | 89119 | PC | UNRESTRICTED | $10,000 |
| Momentum Agencies | ||||||
| 6430 Independence Avenue | Woodland Hills | CA | 91367 | PC | UNRESTRICTED | $20,000 |
| New Directions for Veterans | ||||||
| 11303 Wilshire Blvd VA Bldg 116 | Los Angeles | CA | 90073 | PC | UNRESTRICTED | $10,000 |
| Newport Beach Public Library | ||||||
| 1000 Avocado Avenue | Newport Beach | CA | 92660 | PC | UNRESTRICTED | $1,000 |
| Northeast Valley Health Corp | ||||||
| 1172 North Maclay Avenue | San Fernando | CA | 91340 | PC | UNRESTRICTED | $10,000 |
| Northridge Hospital Foundation | ||||||
| 18300 Roscoe Blvd | Northridge | CA | 91328 | PC | UNRESTRICTED | $20,000 |
| Opica Adult Day Program Counseling | ||||||
| 11759 Missouri Avenue | Los Angeles | CA | 90025 | PC | UNRESTRICTED | $15,000 |
| Optimist Youth Homes | ||||||
| 6957 N Figueroa St PO Box 41-1076 | Los Angeles | CA | 90041 | PC | UNRESTRICTED | $7,500 |
| Orange County Rescue Mission | ||||||
| One Hope Drive | Tustin | CA | 92782 | PC | UNRESTRICTED | $10,000 |
| Orange County United Way | ||||||
| 18012 Mitchell South | Irvine | CA | 92614 | PC | UNRESTRICTED | $25,000 |
| Pacific Chorale | ||||||
| 3303 Harbor Blvd Suite E5 | Costa Mesa | CA | 92626 | PC | UNRESTRICTED | $5,000 |
| Pacific Legal Founation | ||||||
| 555 Capital Mall Suite 1290 | Sacramento | CA | 95814 | PC | UNRESTRICTED | $15,000 |
| Pediatric Cancer Research Foundatio | ||||||
| 17932 Sky Park Circle Suite E | Irvine | CA | 92614 | PC | UNRESTRICTED | $25,000 |
| Peninsula Committee Childrens Hospi | ||||||
| PO Box 801 | Palos Verdes Estates | CA | 90274 | PC | UNRESTRICTED | $22,500 |
| Peninsula Friends of the Library | ||||||
| 701 Silver Spur Road | Rolling Hills Estate | CA | 90274 | PC | UNRESTRICTED | $1,000 |
| Phoenix House | ||||||
| 11600 Eldrige Avenue | Lake View Terrance | CA | 91342 | PC | UNRESTRICTED | $5,000 |
| Project Angel Food | ||||||
| 922 Vine Street | Los Angeles | CA | 90038 | PC | UNRESTRICTED | $17,500 |
| Project Hope Alliance | ||||||
| 1954 Placentia Avenue Suite 202 | Costa Mesa | CA | 92626 | PC | UNRESTRICTED | $10,000 |
| Project Sister Family Services | ||||||
| PO Box 1369 | Pomona | CA | 91769 | PC | UNRESTRICTED | $10,000 |
| Project Youth OCBF | ||||||
| 1605 E 17th Street | Santa Ana | CA | 92702 | PC | UNRESTRICTED | $10,000 |
| Providence TrinityCare Hospice Foun | ||||||
| 5315 Torrance Blvd | Torrance | CA | 90503 | PC | UNRESTRICTED | $5,000 |
| Proyecto Pastoral At Dolores Missio | ||||||
| 135 N Mission Road | Los Angeles | CA | 90033 | PC | UNRESTRICTED | $17,500 |
| Public Media Group of Southern CA | ||||||
| 2900 West Alameda Avenue Suite 600 | Burbank | CA | 90027 | PC | UNRESTRICTED | $15,000 |
| Puente Learning Center | ||||||
| 501 S Boyle Avenue | Los Angeles | CA | 90033 | PC | UNRESTRICTED | $5,000 |
| RM Pyles Boys Camp | ||||||
| 27211 Henry Mayo Drive | Valencia | CA | 91355 | PC | UNRESTRICTED | $10,000 |
| Regents of the University of Califo | ||||||
| 209 Irvine Hall - Dept of Medicine | Irvine | CA | 92697 | PC | UNRESTRICTED | $25,000 |
| Saban Community Clinic LA Free Clin | ||||||
| 8405 Beverly Blvd | Los Angeles | CA | 90048 | PC | UNRESTRICTED | $20,000 |
| Salvation Army So Cal | ||||||
| 16941 Keegan Avenue | Carson | CA | 90746 | PC | UNRESTRICTED | $20,000 |
| Sharewell Cayton Childrens Museum | ||||||
| 395 Santa Monica Place | Santa Monica | CA | 90401 | PC | UNRESTRICTED | $20,000 |
| St Joseph Center | ||||||
| 204 Hampton Drive | Venice | CA | 90291 | PC | UNRESTRICTED | $22,500 |
| St Margarets Center | ||||||
| 1531 James M Wood Blvd | Los Angeles | CA | 90015 | PC | UNRESTRICTED | $15,000 |
| Stone Soup Child Care Programs | ||||||
| 15910 Ventura Blvd 1017 | Encino | CA | 91436 | PC | UNRESTRICTED | $10,000 |
| Sycamores | ||||||
| 100 W Walnut Street Suite 375 | Pasadena | CA | 91124 | PC | UNRESTRICTED | $10,000 |
| Teach for America | ||||||
| 606 South Olive Street Suite 300 | Los Angeles | CA | 90014 | PC | UNRESTRICTED | $12,500 |
| Tierra Del Sol Foundation | ||||||
| 9919 Sunland Blvd | Sunland | CA | 91040 | PC | UNRESTRICTED | $25,000 |
| USC Pacific Asia Museum | ||||||
| 46 N Los Robles Avenue | Pasadena | CA | 91101 | PC | UNRESTRICTED | $3,000 |
| Union Rescue Mission | ||||||
| 545 South San Pedro Street | Los Angeles | CA | 90013 | PC | UNRESTRICTED | $10,000 |
| Union Station Homeless Services | ||||||
| 825 E Orange Grove Blvd | Pasadena | CA | 91104 | PC | UNRESTRICTED | $15,000 |
| United Way of Greater Los Angeles | ||||||
| 1150 S Olive Street T500 | Los Angeles | CA | 90015 | PC | UNRESTRICTED | $40,000 |
| Upward Bound House | ||||||
| 1104 Washington Avenue | Santa Monica | CA | 90403 | PC | UNRESTRICTED | $10,000 |
| Valley Village | ||||||
| 20830 Sherman Way | Winnetka | CA | 91306 | PC | UNRESTRICTED | $10,000 |
| Venice Family Clinic | ||||||
| 604 Rose Avenue | Venice | CA | 90291 | PC | UNRESTRICTED | $25,000 |
| Vista Del Mar Family Services | ||||||
| 3200 Motor Avenue | Los Angeles | CA | 90034 | PC | UNRESTRICTED | $5,000 |
| Wayfinder Family Service | ||||||
| 5300 Angeles Vista Blvd | Los Angeles | CA | 90043 | PC | UNRESTRICTED | $5,000 |
| Westside Food Bank | ||||||
| 1710 22nd Street | Santa Monica | CA | 90404 | PC | UNRESTRICTED | $20,000 |
| Camp Ronald McDonald for Good Times | ||||||
| 1250 Lyman Place | Los Angeles | CA | 90029 | PC | Unrestricted | $3,000 |
| ClareMatrix Frmly Clare Foundation | ||||||
| 909 Pico Blvd | Santa Monica | CA | 90405 | PC | Unrestricted | $10,000 |
| Pacific Clinic fmly UpliftHollygrov | ||||||
| 800 South Santa Anita Ave | Arcadia | CA | 91006 | PC | Unrestricted | $10,000 |
| Providence Little Co Mary Medical C | ||||||
| 4101 Torrance Blvd | Torrance | CA | 90503 | PC | Unrestricted | $15,000 |
| United Friends of the Children | ||||||
| 1055 Wilshire Blvd Suite 1550 | Los Angeles | CA | 90017 | PC | Unrestricted | $5,000 |
| APLA Health | ||||||
| 611 S Kingsley Drive | Los Angeles | CA | 90005 | PC | UNRESTRICTED | $5,000 |
| Beyond Blindness | ||||||
| 18542-B Vanderlip Avenue | Santa Ana | CA | 92705 | PC | UNRESTRICTED | $5,000 |
| BOY SCOUTS OF AMERICA - ORANGE COUN | ||||||
| 2 Irvine Park Road | Orange | CA | 92869 | PC | Unrestricted | $25,000 |
| Gary Sinise Foundation | ||||||
| PO Box 40726 | Nashville | TN | 37204 | PC | Unrestricted | $15,000 |
| Harvest Home | ||||||
| 2118 Wilshire Blvd PMB 358 | Santa Monica | CA | 90403 | PC | Unrestricted | $5,000 |
| International Eye Foundation | ||||||
| 10801 Connecticut Ave | Kensington | MD | 20895 | PC | Unrestricted | $15,000 |
| Marycrest Manor | ||||||
| 10664 St James Drive | Culver City | CA | 90230 | PC | Unrestricted | $7,500 |
| RONALD MCDONALD HOUSE WESTSIDELA | ||||||
| 500 E 27th Street | Long Beach | CA | 90806 | PC | Unrestricted | $22,000 |
| SEAL FUTURE FOUNDATION INC | ||||||
| 32 3rd Avenue 393 | New York | NY | 10003 | PC | Unrestricted | $10,000 |
| Strive | ||||||
| 9124 S Main St | Los Angeles | CA | 90003 | PC | Unresticted | $5,000 |
| VIP Community Mental Health Center | ||||||
| 1721 Griffin Ave | Los Angeles | CA | 90031 | PC | Unrestricted | $5,000 |
| WELLNEST frml LA CHILD GUIDANCE CLI | ||||||
| 3031 S Vermont Ave | Los Angeles | CA | 90007 | PC | Unrestricted | $5,000 |
| Wounded Warrior Project | ||||||
| 1 South Nevada Avenue Suite 205 | Colorado Springs | CO | 80903 | PC | Unrestricted | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,506,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $707,652 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $357,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,987 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,064,780 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,987 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,061,793 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Furniture and Fixtures | $7,577 | $7,577 | |
| Machinery and Equipment | $706 | $706 | |
| Miscellaneous | $500 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|---|
| FMV oil | $882,211 | ||
| Lease deposit | $3,906 | $3,906 | |
| Rounding | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Accounting | $40,499 | $14,175 |
| Bank charges | $10 | $4 |
| Insurance | $11,678 | $4,087 |
| Misc | $710 | $249 |
| Office expense | $951 | $333 |
| Parking | $5,220 | |
| Royalty Operating | $6,421 | $6,421 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $357,072 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment book value of investments to correct amount | Desc |
| Amt | $192,549 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise (Sec. 4640) | $33,571 | $33,571 |
| Filing fees | $352 | $123 |
| Payroll | $10,951 | $3,833 |
| Production | $17,703 | $17,703 |
Comments