THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION (EIN 33-0686779)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-12
- IRS object ID
- 202301939349100115
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-12T16:17:58-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330686779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUDOLPH J & DAPHNE A MUNZER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDO | BusinessNameControlTxt |
| Phone | 5629127732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 EAST SPRING STREET 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL WARREN MUNZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5629127732 | PhoneNum |
| Signature | 2023-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | WARREN MUNZER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | DONITA JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2023-06-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $88,179,916 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $505,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,893,150 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $674,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,958,165 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $606,039 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,179,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,499,189 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $231,960 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,195 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $208,765 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,624 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,162 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $55,462 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,389 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,561 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $545,233 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $501,733 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,669 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $203,892 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $140,507 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,620 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,057 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $379 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $379 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,244 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,154,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $687,986 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $371,137 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,454,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,223,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,609,687 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $687,986 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,594,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,430,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,811,203 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $373,909 | CashBOYAmt |
| Cash EOY | $65,361 | CashEOYAmt |
| Cash EOYFMV | $65,361 | CashEOYFMVAmt |
| Acct Rcvbl | $75,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $75,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $75,000 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,360 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $31,883 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $31,883 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $8,862 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $108,343,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $87,998,484 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $87,998,484 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,312 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,167 | LandBOYAmt |
| Land EOY | $9,188 | LandEOYAmt |
| Land EOYFMV | $9,188 | LandEOYFMVAmt |
| Total Assets BOY | $108,732,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,179,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,179,916 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $151,593 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $117,603 | AccountsPayableEOYAmt |
| Grants Payable BOY | $112,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $243,750 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $264,093 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $361,353 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $108,468,024 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $87,818,563 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,468,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,818,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,732,117 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,179,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,468,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,430,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $104,037,789 | SubtotalAmt |
| Other Decreases | $16,219,226 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,818,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-12-30 | 2022-12-31 | $11,899,371 | $11,899,371 | $0 | $0 | ||
| SUSTAINABLE MULTI-ASSET GROWTH FUND | 2021-12-30 | 2022-12-31 | $5,286,682 | -$5,286,682 | -$5,286,682 | P | ||
| SUSTAINABLE BOND FUND | 2021-12-30 | 2022-12-31 | $901,316 | -$901,316 | -$901,316 | P | ||
| HALBERT HARGROVE | 2017-12-15 | 2022-12-31 | $9,340 | $10,526 | -$1,186 | -$1,186 | $0 | |
| PRIVATE MARKETS FUND | 2021-12-30 | 2022-12-31 | $49,454 | $49,454 | $49,454 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,139,730 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,176 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,176 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,176 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,957 | 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 | $50,957 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,781 | OverpaymentAmt |
| Applied To ES Tax | $25,781 | 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 | HTTPS://MUNZERFDN.ORG/ | WebsiteAddressTxt |
| Individual With Books | ZAYDA L GARCIA | IndividualWithBooksNm |
| Phone | 5629127732 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 E SPRING STREET SUITE 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL WARREN MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| ANNE BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| DANA BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JOHN G BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| KIRSTEN BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| DANIEL WAYNE MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| ELIZABETH MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JAMES R MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JEFFREY R MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| NICOLE C MUNZER FINGLETON | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ZAYDA GARCIA | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | EXECUTIVE DIRECTOR | 40.00 | $116,103 | $14,731 | $0 |
| MONICA OCHOA | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | PROGRAM ASSOCIATE | 40.00 | $63,790 | $12,452 | $0 |
| JERI LYNNE CULLISON | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | ADMINISTRATIVE ASSIS | 32.00 | $50,720 | $12,717 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 2ND AVENUE 18TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $524,409 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $93,671,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $311,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $116,071 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,099,473 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $94,099,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,411,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $92,687,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,634,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,634,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,176 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,176 | TotalTaxAmt |
| Distributable Before Adj | $4,609,223 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,609,223 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,609,223 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,594,187 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,594,187 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,609,223 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,418,095 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,340,210 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,406,798 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,709 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,241,812 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,594,187 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,594,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,036 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,036 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,226,776 | 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 | $1,403,059 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,823,717 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,340,210 | ExcessFromYear4Amt |
| Excess From Year3 | $4,406,798 | ExcessFromYear3Amt |
| Excess From Year2 | $76,709 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE RUDOLPH J AND DAPHNE A MUNZER F | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 E SPRING STREET SUITE 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5629127732 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE COMPLETED ELECTRONICALLY THROUGH THE FOLLOWING WEBSITE: HTTPS://MUNZERFDN.ORG/HOW-TO-APPLY/APPLY/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE APPLICATION PERIOD IS OCTOBER 31 - NOVEMBER 4. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS SUBMITTING REQUESTS MUST MEET THE FOLLOWING ELIGIBILITY CRITERIA: TAX EXEMPT UNDER IRS SECTION 501(C)(3) PROVIDE SERVICES THAT ADDRESS PRESSING NEEDS AT A COMMUNITY-BASED LEVEL PROGRAMS AND/OR SERVICES MUST BE PROVIDED WITHIN AN IDENTIFIED MUNZER FOUNDATION COMMUNITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (152 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1736 FAMILY CRISIS CENTER | |||||||
| 2116 ARLINGTON AVENUE STE 200 | LOS ANGELES | CA | 90018 | PC | LONG BEACH SHELTER PROGRAM | $50,000 | |
| ABILIS | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | PC | ABILIS EARLY INTERVENTION BIRTH TO THREE PROGRAM | $53,000 | |
| ABILITYFIRST | |||||||
| 789 NORTH FAIR OAKS AVENUE | PASADENA | CA | 91103 | PC | ABILITYFIRST LONG BEACH CENTER AFTER SCHOOL PROGRAM FOR CHILDREN AND YOUTH | $25,000 | |
| ABLE ARTS WORK | |||||||
| 3626 E PACIFIC COAST HWY | LONG BEACH | CA | 90804 | PC | CREATIVE HEALTH AND WELLNESS CLINIC | $40,000 | |
| AQUARIUM OF THE PACIFIC | |||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | PC | OCEAN SCIENCE EDUCATION PROGRAM | $40,000 | |
| ARTS COUNCIL FOR LONG BEACH | |||||||
| 115 PINE AVE STE 350 | LONG BEACH | CA | 90802 | PC | EYE ON DESIGN FOR SCHOOLS, AND PASSPORT TO THE ARTS FOR LEADERSHIP ACADEMIES | $25,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | PC | OPERATION SCHOOL BELL | $50,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | PC | ORTHODONTIC PROGRAM | $50,000 | |
| BILLION OYSTER PROJECT | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | PC | BILLION OYSTER PROJECT SCHOOLS NETWORK | $20,000 | |
| BOSS INC | |||||||
| 7941 E CRAMER STREET | LONG BEACH | CA | 90808 | PC | BOSS/BEACH LEGENDS ZONE - STEM INITIATIVE | $25,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | PC | LONG BEACH SCOUTREACH 2022-23 | $20,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | STEM PROGRAM | $60,000 | |
| CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE INC | |||||||
| 3605 LONG BEACH BOULEVARD SUITE 100 | LONG BEACH | CA | 90807 | PC | CONSCIOUS CLASSROOMS & CCEJ PAY EQUITY | $60,000 | |
| CAMP NUGGET CALIFORNIA STATE UNIVERSITY LONG BEACH | |||||||
| 1250 BELLFLOWER BLVD MS 5605 | LONG BEACH | CA | 908405605 | PC | CAMP NUGGET | $20,000 | ETC-200 |
| CASA YOUTH SHELTER | |||||||
| 10911 REAGAN STREET | LOS ALAMITOS | CA | 90720 | PC | CASA YOUTH SHELTERS CLINICAL AND CASE MANAGEMENT PROGRAM EXPANSION | $35,000 | |
| CENTRO CHA INC | |||||||
| 1633 LONG BEACH BLVD | LONG BEACH | CA | 90813 | PC | BUILDING STRONG AND HEALTHY FAMILIES | $60,000 | |
| CENTURY VILLAGES AT CABRILLO | |||||||
| 1000 CORPORATE PT | CULVER CITY | CA | 90230 | PC | CENTURYS OASIS RESIDENTIAL SERVICES | $50,000 | |
| CHILD LANE (COMPREHENSIVE) | |||||||
| 2501 CHERRY AVE STE 350 | LONG BEACH | CA | 90755 | PC | CHILD LANE: LONG BEACH ECE PROGRAM | $50,000 | |
| CHILDREN'S DENTAL HEALTH CLINIC | |||||||
| 455 E COLUMBIA STREET STE 32 | LONG BEACH | CA | 90806 | PC | MULTI-SPECIALTY DENTAL TREATMENT FOR UNDERSERVED CHILDREN OF LONG BEACH & CATALINA ISLAND | $100,000 | |
| CHILDREN'S INSTITUTE (CII) | |||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | PC | TRAUMA INFORMED SUPPORT SERVICES FOR FAMILIES | $40,000 | |
| CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC | |||||||
| 64 PALMERS HILL ROAD | STAMFORD | CT | 069022113 | PC | NUTRITION | $35,000 | |
| CHILDREN TODAY | |||||||
| 2951 LONG BEACH BLVD | LONG BEACH | CA | 90806 | PC | CHILDREN TODAY'S ECOHOUSE | $40,000 | |
| CHRISTIAN OUTREACH IN ACTION | |||||||
| 515 E 3RD ST | LONG BEACH | CA | 90802 | PC | COA BABY FOOD AND DIAPER PROGRAM FOR LOW-INCOME WOMEN AND CHILDREN | $20,000 | |
| CSU LONG BEACH SCHOOL OF SOCIAL WORK | |||||||
| 1250 BELLFLOWER BLVD SSPA 161 | LONG BEACH | CA | 908404602 | PC | STRENGTHENING YOUTH RESILIENCE IN LONG BEACH | $30,000 | |
| ECE WORKFORCE PROJECT (CHILD LANE) | |||||||
| 2545 PACIFIC AVE | LONG BEACH | CA | 90806 | PC | LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY | $118,750 | |
| EDUCARE LA AT LONG BEACH - LONG BEACH EDUCATION FOUNDATION | |||||||
| 4840 LEMON AVE | LONG BEACH | CA | 90807 | PC | ADDRESSING COMPENSATION FOR EARLY CHILDHOOD EDUCATORS: ENSURING ECE PROGRAM QUALITY | $40,000 | |
| ELEVATE YOUR GAME | |||||||
| 2019 E 120TH ST | LOS ANGELES | CA | 90059 | PC | MENTORING PROGRAM IN LONG BEACH | $10,000 | |
| EXTRAORDINARY FAMILIES | |||||||
| 221 N ARDMORE AVE | LOS ANGELES | CA | 90004 | PC | COMPREHENSIVE CONTINUUM OF EXPANDED SERVICES FOR LONG BEACH FOSTER CHILDREN & FORMER FOSTER YOUTH | $40,000 | |
| FAMILIES UNITING FAMILIES | |||||||
| 525 E 7TH STREET SUITE 115 | LONG BEACH | CA | 90813 | PC | PROJECT FATHERHOOD | $50,000 | |
| FOOD FINDERS INC | |||||||
| 10539 HUMBOLT STREET | LOS ALAMITOS | CA | 90720 | PC | FOOD RESCUE AND DISTRIBUTION | $50,000 | |
| FOR THE CHILD INC | |||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 90807 | PC | CHILD ABUSE & NEGLECT SAFETY NET PROGRAM (CAP) | $50,000 | |
| FRESHFARM MARKETS INC | |||||||
| 1380 MONROE ST NW 605 | WASHINGTON | DC | 20010 | PC | FOODPRINTS AND FARM-TO-CHILDCARE PROGRAMMING | $70,000 | |
| GOODWILL SERVING THE PEOPLE OF SOUTHERN LOS ANGELES COUNTY | |||||||
| 800 W PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90806 | PC | HEALTHCARE CAREER TRAINING FOR LOW-INCOME HIGH SCHOOL STUDENTS IN LONG BEACH | $85,000 | |
| GROUND EDUCATION | |||||||
| 6475 E PACIFIC COAST HIGHWAY 294 | LONG BEACH | CA | 90803 | PC | SCHOOL-BASED OUTDOOR ENVIRONMENTAL EDUCATION PROGRAM | $30,000 | |
| HABITAT FOR HUMANITY OF GREATER LOS ANGELES | |||||||
| 8739 ARTESIA BLVD | BELLFLOWER | CA | 90706 | PC | WASHINGTON NEIGHBORHOOD REVITALIZATION | $30,000 | |
| HUMAN-I-T | |||||||
| 100 W BROADWAY STE 3000WEWORK C/O | LONG BEACH | CA | 90802 | PC | EQUIPMENT | $30,000 | EILEEN HARRIS |
| INSPIRICA INC | |||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | PC | CHILDRENS SERVICES & EARLY CHILDHOOD AND PARENTING PROGRAM | $50,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICE OF LONG BEACH & WEST ORANGE CO | |||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 908151734 | PC | LOW-INCOME COUNSELING PROGRAM FOR RESIDENTS OF LONG BEACH | $20,000 | |
| KHMER GIRLS IN ACTION | |||||||
| 1085 REDONDO AVE | LONG BEACH | CA | 90804 | PC | LEADERSHIP DEVELOPMENT PROGRAM | $35,000 | |
| LBCAP | |||||||
| 117 W VICTORIA ST | LONG BEACH | CA | 90805 | PC | LEADERSHIP ARTS MENTORING PROGRAM (LAMP) | $50,000 | |
| LEADERSHIP LONG BEACH | |||||||
| 4401 ATLANTIC AVE STE 200 | LONG BEACH | CA | 90807 | PC | LEADERSHIP LONG BEACH MIDDLE SCHOOL & HIGH SCHOOL PROGRAMS | $50,000 | |
| LEGAL AID FOUNDATION OF LOS ANGELES | |||||||
| 1550 W 8TH STREET | LOS ANGELES | CA | 90017 | PC | GREATER LONG BEACH COMMUNITY MEDICAL-LEGAL PARTNERSHIP | $70,000 | |
| LINC HOUSING | |||||||
| 3590 ELM AVENUE | LONG BEACH | CA | 90807 | PC | YOUTH EMPOWERMENT: SUPPORTING CHILDREN 0 12 YEARS OF LOW-INCOME FAMILIES | $40,000 | |
| LONG BEACH BLAST (BETTER LEARNING FOR ALL STUDENTS TODAY) | |||||||
| 4201 LONG BEACH BLVD SUITE 201 | LONG BEACH | CA | 90807 | PC | ACADEMIC AND SOCIO-EMOTIONAL MENTORING OF AT-PROMISE, YET VULNERABLE, YOUTH IN LONG BEACH | $40,000 | |
| LONG BEACH BLUES SOCIETY | |||||||
| 2601 E OCEAN BLVD STE 201 | LONG BEACH | CA | 908021117 | PC | BLUES IN THE SCHOOLS & BEDSIDE BEATS | $10,000 | |
| LONG BEACH CALL - LONG BEACH EDUCATION FOUNDATION | |||||||
| 1515 HUGHES WAY | LONG BEACH | CA | 90810 | PC | CAREER EXPLORATION, ACTIVITIES & EVENTS | $10,000 | |
| LONG BEACH DAY NURSERY | |||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | PC | LONG BEACH DAY NURSERYS WEST BRANCH RENOVATION | $75,000 | |
| LONG BEACH EARLY CHILDHOOD EDUCATION COMMITTEE | |||||||
| 13300 CROSSROADS PARKWAY NORTH STE | CITY OF INDUSTRY | CA | 91746 | PC | THE LBECE COMMITTEE: BUILDING COMMUNITY, STRENGTHENING PROVIDERS, LEADING THE FIELD | $20,000 | 450 |
| LONG BEACH IMMIGRANT RIGHTS COALITION - COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | PC | THRIVING IMMIGRANT PARENT LEADERSHIP ACADEMY | $30,000 | |
| LONG BEACH MUSEUM OF ART FOUNDATION | |||||||
| 2300 E OCEAN BLVD | LONG BEACH | CA | 90803 | PC | KIDSVISIONS ARTS EDUCATION PROGRAM | $40,000 | |
| LONG BEACH ORGANIC INC | |||||||
| 5115 MARINA PACIFICA DRIVE NORTH | LONG BEACH | CA | 90803 | PC | ZAFERIA JUNCTION COMMUNITY GARDEN ALL-ABILITIES RENOVATION | $10,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | PC | LONG BEACH PUBLIC LIBRARY FAMILY LEARNING CENTER PROGRAM | $90,000 | |
| LONG BEACH SYMPHONY ASSOCIATION | |||||||
| 249 E OCEAN BLVD SUITE 200 | LONG BEACH | CA | 90802 | PC | LONG BEACH SYMPHONY YOUTH STREAMING CONCERTS | $30,000 | |
| MAYOR'S FUND FOR EDUCATION - COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 900121804 | PC | READY LB ECE - READYROSIELB/ECE SYSTEMS ALIGNMENT PROJECT | $40,000 | |
| MEMORIAL MEDICAL CENTER FOUNDATION | |||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | PC | MILLER CHILDRENS NICU FOLLOW-UP OUTPATIENT CLINIC | $100,000 | |
| MENTAL HEALTH AMERICA OF LOS ANGELES | |||||||
| 200 PINE AVENUE STE 400 | LONG BEACH | CA | 90802 | PC | A FIRST STEP TOWARD INDEPENDENT LIVING | $100,000 | |
| MOMENTUM AGENCIES | |||||||
| 6430 INDEPENDENCE AVE | WOODLAND HILLS | CA | 91367 | PC | LONG BEACH LEAPS & BOUNDS EARLY INTERVENTION PROGRAM | $40,000 | |
| OPERATION JUMP START | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | PC | OJS PROGRAMS | $60,000 | |
| PARTNERS OF PARKS | |||||||
| 2760 N STUDEBAKER RD | LONG BEACH | CA | 90815 | PC | YOUTH SCHOLARSHIPS FOR VIRTUAL AND IN-PERSON CLASSES AND CAMPS | $16,000 | |
| PATHWAYS VOLUNTEER HOSPICE | |||||||
| 4645 WOODRUFF AVENUE | LAKEWOOD | CA | 90713 | PC | CHANGES, CHILDRENS GRIEF COUNSELING AND EDUCATION PROGRAM | $30,000 | |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 W 30TH ST | LOS ANGELES | CA | 900073320 | PC | REPRODUCTIVE AND SEXUAL HEALTH CARE AT PLANNED PARENTHOOD LOS ANGELES (PPLA) LONG BEACH CENTER | $25,000 | |
| POOLS OF HOPE | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | PC | YOUTH WELLNESS PROGRAM | $30,000 | |
| PORT CHESTER CARVER CENTER INC | |||||||
| 400 WESTCHESTER AVE PO BOX 429 | PORT CHESTER | NY | 10573 | PC | PLANNING AND BUILDING FOR CARVER'S FUTURE | $60,000 | |
| PRECIOUS LAMB PRESCHOOL | |||||||
| 2005 PALO VERDE AVE PMB 301 | LONG BEACH | CA | 90815 | PC | FAMILY OUTREACH & SOCIAL WORK PROGRAM DEVELOPMENT | $45,000 | |
| RANCHO LOS CERRITOS FOUNDATION | |||||||
| 4600 VIRGINIA RD | LONG BEACH | CA | 90807 | PC | ADOBE DAYS REVISITED: A CULTURALLY RESPONSIVE AND STEAM RELAUNCH | $50,000 | |
| RED HOOK INITIATIVE | |||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | PC | RED HOOK FARMS | $25,000 | |
| RISING TIDE AT MARGUERITE KIEFER EDUCATION CENTER INC | |||||||
| 607 E THIRD ST | LONG BEACH | CA | 90802 | PC | PROGRAM SUPPORT | $25,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | PC | CAMP RONALD MCDONALD FOR GOOD TIMES "CAMP AT HOME" PROGRAMMING | $20,000 | |
| SOUND WATERS INC | |||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PC | SOUNDWATERS RESEARCH INTENSIVE | $60,000 | |
| ST ANTHONY HIGH SCHOOL | |||||||
| 620 OLIVE AVENUE | LONG BEACH | CA | 90802 | PC | ST. ANTHONY HIGH SCHOOL SCHOLARSHIP PROGRAM | $48,000 | |
| ST BARNABAS SCHOOL | |||||||
| 3980 MARRON AVE | LONG BEACH | CA | 90807 | PC | TUITION ASSISTANCE | $65,000 | |
| SU CASA - ENDING DOMESTIC VIOLENCE | |||||||
| 3750 E ANAHEIM STREET SUITE 100 | LONG BEACH | CA | 90804 | PC | LEADERSHIP DEVELOPMENT AND INFRASTRUCTURE DEVELOPMENT | $45,000 | |
| SUCCESS IN CHALLENGES | |||||||
| 4508 ATLANTIC AVENUE UNIT 782 | LONG BEACH | CA | 90807 | PC | SUCCESS IN CHALLENGES CAPACITY BUILDING FOR THE FUTURE | $35,000 | |
| TEENS RUN DC | |||||||
| PO BOX 15651 | WASHINGTON | DC | 20003 | PC | TEENS RUN DC MENTORING, SEL, AND DISTANCE RUNNING PROGRAM (2022-23) | $40,000 | |
| THE BEACON HOUSE OF SAN PEDRO | |||||||
| 1003 SOUTH BEACON STREET | SAN PEDRO | CA | 90731 | PC | LEARNING MANAGEMENT AND CAREER EXPLORATION SYSTEM | $25,000 | |
| THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES | |||||||
| 701 EAST 28TH STREET STE 200 | LONG BEACH | CA | 90806 | PC | TCC FAMILY HEALTH AND WELLNESS CAPITAL PROJECT | $225,000 | |
| THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES | |||||||
| 701 EAST 28TH STREET STE 200 | LONG BEACH | CA | 90806 | PC | TCC FAMILY HEALTH AND WELLNESS DEVELOPMENTAL AND BEHAVIORAL HEALTH CARE FOR CHILDREN | $100,000 | |
| THE GUIDANCE CENTER | |||||||
| 1301 PINE AVE | LONG BEACH | CA | 90813 | PC | SUICIDE ASSESSMENT AND TREATMENT TRAINING | $50,000 | |
| THE JEWEL BOX CHILDREN'S THEATER COMPANY | |||||||
| 3371 CERRITOS AVE | SIGNAL HILL | CA | 90755 | PC | ARTS EDUCATION OUTREACH PROGRAM | $15,000 | |
| THE LGBTQ CENTER LONG BEACH | |||||||
| 2017 E 4TH STREET | LONG BEACH | CA | 90814 | PC | MENTORING YOUTH THROUGH EMPOWERMENT (MYTE) | $43,000 | |
| THE SALVATION ARMY LONG BEACH CORPS AND COMMUNITY CENTER | |||||||
| 3060 LONG BEACH BLVD | LONG BEACH | CA | 90807 | PC | THE SALVATION ARMY LONG BEACH RED SHIELD YOUTH CLUB | $25,000 | |
| TICHENOR CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | PC | SPEECH THERAPY PROGRAM | $30,000 | |
| UN MUNDO DE AMIGOS PRESCHOOL | |||||||
| 1480 LONG BEACH BLVD | LONG BEACH | CA | 90813 | PC | INVESTING IN PRESCHOOL TEACHERS | $45,000 | |
| UNITED CAMBODIAN COMMUNITY | |||||||
| 2201 E ANAHEIM STREET SUITE 200 | LONG BEACH | CA | 90804 | PC | CAMBODIAN ALLIANCE FOR LEADING YOUTH | $30,000 | |
| WOMENSHELTER OF LONG BEACH | |||||||
| PO BOX 17098 | LONG BEACH | CA | 90807 | PC | CHILDREN & YOUTH SERVICES | $40,000 | |
| YMCA OF GREATER LONG BEACH | |||||||
| 3605 LONG BEACH BLVD SUITE 210 | LONG BEACH | CA | 90807 | PC | YMCA YOUTH INSTITUTE | $35,000 | |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVE | LONG BEACH | CA | 90802 | PC | EARLY CHILDHOOD EDUCATION PROGRAM | $50,000 | |
| YWCA GREENWICH | |||||||
| 259 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | CHILD COUNSELING FOR VICTIMS OF DOMESTIC VIOLENCE | $30,000 | |
| THE NONPROFIT PARTNERSHIP (FISCAL SPONSOR) | |||||||
| 4900 E CONANT BLDG 0-2 SUITE 225 | LONG BEACH | CA | 90808 | PC | LONG BEACH GIVES | $35,000 | |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT BLDG 0-2 SUITE 225 | LONG BEACH | CA | 90808 | PC | CAPACITY BUILDING FOR NONPROFITS | $50,000 | |
| THE NONPROFIT PARTNERSHIP (FISCAL SPONSOR) | |||||||
| 4900 E CONANT BLDG 0-2 SUITE 225 | LONG BEACH | CA | 90808 | PC | NONPROFIT PROFESSIONAL SERVICES FUND | $30,000 | |
| 18 REASONS | |||||||
| 3674 18TH ST | SAN FRANCISCO | CA | 94110 | PC | GENERAL OPERATING | $1,000 | |
| ANACOSTIA RIVERKEEPER | |||||||
| 515 M STREET SE SUITE 218 | WASHINGTON | DC | 20003 | PC | OPERATING SUPPORT | $1,000 | |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | PC | NY/NJ YOUUTH OPPORTUNITIES PROGRAM | $1,000 | |
| ARIZONA ART ALLIANCE | |||||||
| 10810 N TATUM BLVD SUITE 102-264 | PHOENIX | AZ | 85028 | PC | OUTREACH PROGRAMS | $5,000 | |
| BARD COLLEGE | |||||||
| BPI - P O BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | PC | BPI'S BROOKLYN MICROCOLLEGE | $2,000 | |
| BEST BUDDIES NEW YORK | |||||||
| 120 WEST 45TH STREET 3800 | NEW YORK | NY | 10036 | PC | MENTORING CHILDREN WITH DISABILITIES | $1,000 | |
| BK ROT | |||||||
| 86 WYCKOFF AVE P O BOX 370538 | BROOKLYN | NY | 112379997 | PC | OPERATING SUPPORT | $1,500 | |
| BLACK FARMER FUND INC | |||||||
| 228 PARK AVE S | NEW YORK CITY | NY | 100031502 | PC | OPERATING SUPPORT | $1,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | PC | OPERATING SUPPORT | $2,500 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | PC | SELF STORAGE | $3,700 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | OPERATING SUPPORT | $5,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | YOUTH SKATEBOARD PROGRAM | $10,000 | |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | PC | OPERATING SUPPORT | $5,000 | |
| CALCANEARTH ISLAND INSTITUTE | |||||||
| P O BOX 1366 | SEBASTOPOL | CA | 95473 | PC | OPERATING SUPPORT | $1,000 | |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | PC | OPERATING SUPPORT | $500 | |
| CAST HOPE | |||||||
| PO BOX 3740 | CHICO | CA | 959273740 | PC | OPERATING SUPPORT | $250 | |
| CITY BLOSSOMS | |||||||
| 516 KENNEDY ST NW | WASHINGTON | DC | 20011 | PC | OPERATING SUPPORT | $1,000 | |
| CITY KIDS WILDERNESS PROJECT | |||||||
| 2437 15TH STREET NW | WASHINGTON | DC | 20009 | PC | OPERATING SUPPORT | $500 | |
| CITY SURF PROJECT | |||||||
| 400 TREAT AVENUE UNIT G | SAN FRANCISCO | CA | 94110 | PC | OPERATING SUPPORT | $3,000 | |
| CIVIL EATS | |||||||
| 502 E COTATI AVE NO 7014 | COTATI | CA | 94931 | PC | OPERATING SUPPORT | $1,000 | |
| COMMON GOOD CITY FARM | |||||||
| PO BOX 26030 | WASHINGTON | DC | 20001 | PC | OPERATING SUPPORT | $500 | |
| CRISPUS ATTUCKS DEVELOPMENT CORPORATION | |||||||
| 23 U ST NW | WASHINGTON | DC | 20001 | PC | OPERATING SUPPORT | $1,000 | |
| CSULB 49ER FOUNDATION | |||||||
| 6300 E UNIVERSITY DRIVE SUITE 324 | LONG BEACH | CA | 90815 | PC | 2022 BLACK ALUMNI SCHOLARSHIP GALA | $4,600 | |
| DISCALCED INC DBA MARK MORRIS DANCE CENTER | |||||||
| 3 LAFAYETTE AVE | BROOKLYN | NY | 112171415 | PC | SCHOLARSHIPS FOR CHILDREN AND YOUTH AT MMDC SCHOOL | $1,000 | |
| EB RESEARCH PARTNERSHIP INC | |||||||
| 244 MADISON AVENUE STE 104 | NEW YORK | NY | 10016 | PC | OPERATING SUPPORT | $1,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | OPERATING SUPPORT | $1,000 | |
| FAMILY CENTERS INC | |||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | PC | OPERATING SUPPORT | $4,000 | |
| FARM SCHOOL NYC | |||||||
| 505 8TH AVE | NEW YORK | NY | 10018 | PC | OPERATING SUPPORT | $500 | |
| GREATER FARALLONES ASSOCIATION | |||||||
| THE PRESIDIO P O BOX 29386 | SAN FRANCISCO | CA | 94129 | PC | OPERATING SUPPORT | $1,000 | |
| GREENWICH POINT CONSERVANCY | |||||||
| PO BOX 377 | OLD GREENWICH | CT | 06870 | PC | BUILDING RESTORATION | $3,000 | |
| GREEN-WOOD HISTORIC FUND INC | |||||||
| 500 25TH STREET | BROOKLYN | NY | 11232 | PC | HORTICULTURE AND NATURE PROGRAMS | $1,000 | |
| IMPACT JUSTICE | |||||||
| 2930 LAKESHORE AVENUE STE 300 | OAKLAND | CA | 94610 | PC | CRIMINAL JUSTICE REFORM | $1,000 | |
| JOSEPHINE HERRICK PROJECT | |||||||
| 64 FULTON STREET STE 905 | NEW YORK | NY | 10038 | PC | OPERATING SUPPORT | $5,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | PC | OPERATING SUPPORT | $5,000 | |
| MAKE-A-WISH FOUNDATION OF CT INC | |||||||
| 126 MONROE TURNPIKE | TRUMBULL | CT | 06611 | PC | TO CREATE LIFE CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESS | $3,000 | |
| MARINE ANIMAL RESCUE SPECIALISTS INC | |||||||
| 214 MAIN ST 392 | EL SEGUNDO | CA | 902453803 | PC | OPERATING SUPPORT | $2,000 | |
| MEALS ON WHEELS INC OF GREENWICH CONNECTICUT | |||||||
| 89 MAPLE AVENUE | GREENWICH | CT | 06830 | PC | OPERATING SUPPORT | $1,000 | |
| MIGRANT JUSTICE | |||||||
| 179 S WINOOSKI AVENUE UNIT 202 | BURLINGTON | VT | 05401 | PC | OPERATING SUPPORT | $1,000 | |
| MUTTVILLE | |||||||
| 255 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | PC | OPERATING SUPPORT | $250 | |
| NAGOURNEY INSTITUTE | |||||||
| 750 E 29TH STREET | LONG BEACH | CA | 90806 | PC | OPERATING SUPPORT | $3,000 | |
| NAGOURNEY INSTITUTE | |||||||
| 750 E 29TH STREET | LONG BEACH | CA | 90806 | PC | OPERATING SUPPORT | $3,000 | |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PC | TO SUPPORT WNYC | $500 | |
| ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION | |||||||
| 403 W ADAMS BLVD | LOS ANGELES | CA | 900082664 | PC | OPERATING SUPPORT | $4,000 | |
| PASC1 SYNDROME RESEARCH FOUNDATION | |||||||
| 36 WEST WAY | OLD GREENWICH | CT | 06870 | PC | OPERATING SUPPORT | $2,000 | |
| PRAIRIE VISTA MIDDLE SCHOOL | |||||||
| 13600 PRAIRIE AVENUE | HAWTHORNE | CA | 90250 | PC | MUSIC PROGRAM SUPPORT | $2,500 | |
| PROSPECT PARK ALLIANCE | |||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | PC | LANDSCAPE RESTORATION PROJECTS | $500 | |
| RSHM LIFE CENTER | |||||||
| 32-34 BEEKMAN AVENUE | SLEEPY HOLLOW | NY | 10591 | PC | BIKE TARRYTOWN | $1,000 | |
| RYSE CENTER | |||||||
| 3939 BISSELL AVENUE | RICHMOND | CA | 94805 | PC | YOUTH JUSTICE PROGRAM | $1,000 | |
| SANTA CATALINA SCHOOL | |||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 93940 | PC | UPPER HIGH SCHOOL EDUCATION PROGRAMS | $3,000 | |
| SAVE THE SOUND | |||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | PC | OPERATING SUPPORT | $2,000 | |
| SOUND WATERS INC | |||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PC | OPERATING SUPPORT | $2,000 | |
| SOUND WATERS INC | |||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PC | OPERATING SUPPORT | $3,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | OPERATING SUPPORT | $1,000 | |
| SUSTAINABLE CONSERVATION | |||||||
| 98 BATTERY STREET 302 | SAN FRANCISCO | CA | 94111 | PC | OPERATING SUPPORT | $1,000 | |
| TEE IT UP FOR THE TROOPS - HUNTINGTON BEACH | |||||||
| P O BOX 3358 | HUNTINGTON BEACH | CA | 92605 | PC | GOLF TOURNAMENT SPONSORSHIP | $5,000 | |
| THE CORBIN HILL FOOD PROJECT INC | |||||||
| 475 RIVERSIDE DRIVE SUITE 243 | NEW YORK | NY | 10115 | PC | OPERATING SUPPORT | $1,000 | |
| VANGUARD CANCER FOUNDATION | |||||||
| 750 E 29TH ST | LONG BEACH | CA | 908061712 | PC | OPERATING SUPPORT | $3,000 | |
| VOTE SOLAR | |||||||
| 360 22ND STREET SUITE 730 | OAKLAND | CA | 94612 | PC | SOLAR ADVOCACY | $4,000 | |
| WARRIOR CANINE CONNECTION | |||||||
| 14934 SCHAEFFER ROAD | BOYDS | MD | 20841 | PC | OPERATING SUPPORT | $2,000 | |
| WESTERN CENTER ON LAW AND POVERTY | |||||||
| 3701 WILSHIRE BLVD SUITE 208 | LOS ANGELES | CA | 90010 | PC | OPERATING SUPPORT | $1,000 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 065081849 | PC | NICU, REBECCA AND HILLARY FUND | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,223,050 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES | ||||||
| 701 EAST 28TH STREET STE 200 | LONG BEACH | CA | 90806 | PC | TCC FAMILY HEALTH AND WELLNESS CAPITAL PROJECT | $225,000 |
| ECE WORKFORCE PROJECT (CHILD LANE) | ||||||
| 2545 PACIFIC AVE | LONG BEACH | CA | 90806 | PC | LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY | $6,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $231,250 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $674,452 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $674,452 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $674,452 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAPHNE ANN MUNZER ADMINISTRATIVE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 EAST SPRING ST 218 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $505,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $35,950 | Amt |
| Net Investment Income | $16,389 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,561 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SUSTAINABLE MULTI-ASSET GROWTH FUND | FMV | $73,118,243 | $73,118,243 |
| SUSTAINABLE BOND FUND | FMV | $12,105,701 | $12,105,701 |
| PRIVATE MARKETS FUND 2019 LP | FMV | $2,774,540 | $2,774,540 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $16,219,226 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $18,203 | $0 | $0 | $14,569 |
| BOARD MEETING EXPENSES | $3,091 | $0 | $0 | $2,989 |
| DUES & SUBSCRIPTIONS | $12,033 | $0 | $0 | $11,959 |
| INSURANCE | $5,527 | $0 | $0 | $2,764 |
| TELEPHONE | $2,508 | $0 | $0 | $2,383 |
| MISCELLANEOUS | $12,536 | $0 | $0 | $12,534 |
| WEBSITE | $4,751 | $0 | $0 | $2,585 |
| SOFTWARE | $480 | $0 | $0 | $261 |
| CA ATTORNEY GENERAL FILING FEE | $200 | $0 | $0 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM K-1S | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $606,039 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $501,733 | $501,733 | $0 | $0 |
| PROFESSIONAL CONSULTANT FEES | $43,500 | $0 | $0 | $23,669 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $203,892 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $140,507 | $0 | $0 |
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