FITZBERG FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FITZBERG FOUNDATION (EIN 26-0659950)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202443169349102449
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T17:58:27-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954835865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOEHNER ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 730 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | 260659950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FITZBERG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GOEHNER ACCOUNTANCY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FITZ | BusinessNameControlTxt |
| Phone | 6264496321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE 730 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL H ROTHENBERG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6264496321 | PhoneNum |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CREIGHTON | PreparerPersonNm |
| PTIN | P00216922 | PTIN |
| Phone | 6264496321 | PhoneNum |
| Preparation | 2024-10-28 | PreparationDt |
| 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 | $46,262,389 | 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 | $20,363,970 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,292,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,292,480 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $524,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,120,663 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,827,748 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,181,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,120,228 | 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 | $24,914 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,980 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,746 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,746 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $84,832 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,726 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,845,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,845,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,974,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,726 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,845,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,206,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,097,502 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $292,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,201,701 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,201,701 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,334,471 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $18,062,530 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,060,688 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,060,688 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,689,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,262,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,262,389 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,587 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $77,782 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,587 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77,782 | 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 | $22,684,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,184,607 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,684,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,184,607 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,689,380 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,262,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,684,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,206,789 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,293,025 | OtherIncreasesAmt |
| Subtotal | $46,184,607 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,184,607 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $7,815,000 | $7,771,792 | $43,208 | $43,208 |
| PUBLICLY TRADED SECURITIES | D | $17,912,912 | $13,521,123 | $4,391,789 | $4,391,789 |
| CAPITAL GAINS DIVIDENDS | P | $392,751 | $392,751 | $392,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,827,748 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,755 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84,755 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84,755 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,050 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $87,050 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $77 | EsPenaltyAmt |
| Overpayment | $2,218 | OverpaymentAmt |
| Applied To ES Tax | $2,218 | 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 | GOEHNER ACCOUNTANCY | IndividualWithBooksNm |
| Phone | 6264496321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 730 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ERIN E BAKER | ||||||||
| 251 S LAKE AVENUE STE 730 | PASADENA | CA | 91101 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CATHERINE A WEI | ||||||||
| 251 S LAKE AVENUE STE 730 | PASADENA | CA | 91101 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DANIEL H ROTHENBERG | ||||||||
| 251 S LAKE AVENUE STE 730 | PASADENA | CA | 91101 | TREASURER | 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 | $38,775,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,500,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,276,892 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,276,892 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $604,153 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,672,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,983,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,983,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,755 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84,755 | TotalTaxAmt |
| Distributable Before Adj | $1,898,882 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,898,882 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,898,882 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,845,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,845,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,898,882 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,082 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $23,356 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $59,438 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,845,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,845,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $53,882 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $53,882 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,556 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,556 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,556 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARMORY CENTER FOR THE ARTS | ||||||
| 145 N RAYMOND AVENUE | PASADENA | CA | 91103 | PC | GENERAL PURPOSE | $35,000 |
| CANCER SUPPORT COMMUNITY PASADENA | ||||||
| 76 E DEL MAR BLVD 215 | PASADENA | CA | 91105 | PC | GENERAL PURPOSE | $25,000 |
| CHANDLER SCHOOL | ||||||
| 1005 ARMADA DRIVE | PASADENA | CA | 91103 | PC | GENERAL PURPOSE | $100,000 |
| COLLEGE ACCESS PLAN | ||||||
| 871 E WASHINGTON BLVD STE 207 | PASADENA | CA | 91104 | PC | GENERAL PURPOSE | $50,000 |
| DOOR OF HOPE | ||||||
| 669 N LOS ROBLES AVENUE | PASADENA | CA | 91101 | PC | GENERAL PURPOSE | $60,000 |
| FAMILIES FORWARD | ||||||
| 8 THOMAS | IRVINE | CA | 92618 | PC | GENERAL PURPOSE | $15,000 |
| HUNTINGTON HOSPITAL | ||||||
| 100 W CALIFORNIA BOULEVARD | PASADENA | CA | 91105 | PC | GENERAL PURPOSE | $100,000 |
| HUNTINGTON LIBRARY | ||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | PC | GENERAL PURPOSE | $30,000 |
| MCCARTER THEATRE CENTER | ||||||
| 91 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | PC | GENERAL PURPOSE | $15,000 |
| ONE ARROYO FOUNDATION | ||||||
| PO BOX 156 | PASADENA | CA | 91102 | PC | GENERAL PURPOSE | $100,000 |
| PASADENA COMMUNITY FOUNDATION | ||||||
| 301 E COLORADO BLVD SUITE 810 | PASADENA | CA | 91101 | PC | GENERAL PURPOSE | $25,000 |
| PASADENA CONSERVATORY OF MUSIC | ||||||
| 100 N HILL AVE | PASADENA | CA | 91106 | PC | GENERAL PURPOSE | $50,000 |
| PASADENA EDUCATIONAL FOUNDATION | ||||||
| 351 S HUDSON AVE 153 | PASADENA | CA | 91101 | PC | GENERAL PURPOSE | $225,000 |
| PASADENA PLAYHOUSE | ||||||
| 39 S EL MOLINO AVE | PASADENA | CA | 91101 | PC | GENERAL PURPOSE | $150,000 |
| PLANNED PARENTHOOD | ||||||
| 1045 N LAKE AVE | PASADENA | CA | 91104 | PC | GENERAL PURPOSE | $60,000 |
| POLYTECHNIC SCHOOL | ||||||
| 1030 E CALIFORNIA BLVD | PASADENA | CA | 91106 | PC | GENERAL PURPOSE | $10,000 |
| ROSE BOWL LEGACY FOUNDATION | ||||||
| 1001 ROSE BOWL DRIVE | PASADENA | CA | 91103 | PC | GENERAL PURPOSE | $150,000 |
| SANTA BARBARA ZOO | ||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | PC | GENERAL PURPOSE | $5,000 |
| SHADY SIDE ACADEMY | ||||||
| 423 FOX CHAPEL RD | PITTSBURGH | PA | 15238 | PC | GENERAL PURPOSE | $50,000 |
| THE FUND FOR PARTNERSHIP FOR SUCCESS | ||||||
| PO BOX 3366 | PRINCE FREDERICK | MD | 20678 | PC | GENERAL PURPOSE | $100,000 |
| UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION | ||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | PC | GENERAL PURPOSE | $75,000 |
| VALUE SCHOOLS FOUNDATION | ||||||
| 950 WEST WASHINGTON BLVD | LOS ANGELES | CA | 90015 | PC | GENERAL PURPOSE | $80,000 |
| VASSAR COLLEGE | ||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | PC | GENERAL PURPOSE | $220,000 |
| WESTRIDGE SCHOOL | ||||||
| 324 MADELINE DR | PASADENA | CA | 91105 | PC | GENERAL PURPOSE | $5,000 |
| FOOTHILL FAMILY SERVICES | ||||||
| 2500 E FOOTHILL BLVD SUITE 300 | PASADENA | CA | 91107 | PC | GENERAL PURPOSE | $25,000 |
| KECK MEDICINE OF USC | ||||||
| 1149 SOUTH HILL STREET SUITE 360 | LOS ANGELES | CA | 90015 | PC | GENERAL PURPOSE | $50,000 |
| PASADENA SENIOR CENTER | ||||||
| 85 E HOLLY ST | PASADENA | CA | 91103 | PC | GENERAL PURPOSE | $25,000 |
| VILLA ESPERANZA SERVICES | ||||||
| 2116 E VILLA STREET | PASADENA | CA | 91107 | PC | GENERAL PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,845,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,292,480 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $524,856 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,817,336 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,817,336 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANNE ROTHENBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE STE 730 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,363,970 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 310,000 SHARES OF CAPITAL GROUP INTL EQUITY | $4,786,400 | 2023-03-24 |
| 1 | 160,000 SHARES OF GROWTH FUND OF AMERICA | $8,456,000 | 2023-03-24 |
| 1 | 115,000 SHARES OF NEW PERSPECTIVE FUND | $5,776,450 | 2023-03-24 |
| 1 | 19,605.31 SHARES OF NEW WORLD FUND | $1,345,120 | 2023-03-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $24,914 | Amt |
| Net Investment Income | $2,980 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $45,060,688 | BookValueAmt |
| EOYFMV | $45,060,688 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $3,293,025 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $4,587 | BOYBookValueAmt |
| EOY Book Value | $77,782 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $19,746 | Amt |
| Net Investment Income | $19,746 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $84,755 | $0 | $0 |
| EXCISE TAX PENALTY | $77 | $0 | $0 |
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