JOSEPH DROWN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH DROWN FOUNDATION (EIN 95-6093178)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2023-08-10
- IRS object ID
- 202312229349100401
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-10T05:44:53-05:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SOUTH FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956093178 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH DROWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 3102774488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2934 12 BEVERLY GLEN CIRCLE 714 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY WACHTELL | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3102774488 | PhoneNum |
| Signature | 2023-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WENDY | PersonFirstNm |
| Person Last | WACHTELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2023-08-07 | 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 | $88,513,386 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,166,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,166,124 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,136,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,315,137 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,203,295 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,338 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $241,625 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,331,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,611,044 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $692,125 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $343,343 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $348,782 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $193,789 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $69,712 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $124,077 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $178,424 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $85,269 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $93,155 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $48,285 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,365 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $285,491 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $285,491 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,406 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $38,891 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $19,446 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,445 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,286 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,736 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,550 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,765 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,835 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,500,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $871,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $626,209 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,464,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,199,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,965,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $871,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,825,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,633,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,739,997 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100 | CashBOYAmt |
| Cash EOY | $100 | CashEOYAmt |
| Cash EOYFMV | $100 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $588,729 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,118 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,118 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $45,324 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $22,307 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,307 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $13,053,352 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,345,818 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,345,818 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $50,888,806 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,695,203 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,695,203 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,449,781 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,275,541 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,275,541 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $28,474,551 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,032,402 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,032,402 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $25,830 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,795 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,348 | LandBOYAmt |
| Land EOY | $7,035 | LandEOYAmt |
| Land EOYFMV | $7,035 | LandEOYFMVAmt |
| Other Assets BOY | $73,354 | OtherAssetsBOYAmt |
| Other Assets EOY | $79,862 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $79,862 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $98,582,345 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,513,386 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,513,386 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $184,885 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $942,878 | AccountsPayableEOYAmt |
| Grants Payable BOY | $835,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,100,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $304,170 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $185,363 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,324,055 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,228,241 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $97,258,290 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $86,285,145 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,258,290 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,285,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $98,582,345 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,513,386 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,258,290 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,633,338 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $94,624,952 | SubtotalAmt |
| Other Decreases | $8,339,807 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $86,285,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 2022-04-01 | 2023-03-31 | $124,315,137 | $123,178,775 | $1,136,362 | $1,136,362 | |
| HARDMAN JOHNSTON INTER. EQUITY FUND II LP | 2022-04-01 | 2023-03-31 | $14,117 | $14,117 | P | ||
| WELLINGTON TRUST COMPANY, NA | 2022-04-01 | 2023-03-31 | $52,816 | $52,816 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,203,295 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,186 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,186 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,186 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | 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 | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,814 | OverpaymentAmt |
| Applied To ES Tax | $5,814 | 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 | WWW.JDROWN.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN T MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102774488 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2934 1/2 BEVERLY GLEN CIRCLE 714 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NADINE BELL | ||||||||
| 2934 1/2 BEVERLY GLEN CIRCLE 714 | LOS ANGELES | CA | 90077 | DIRECTOR | 1.00 | $18,000 | $0 | $0 |
| MARLENE CANTER | ||||||||
| 2934 1/2 BEVERLY GLEN CIRCLE 714 | LOS ANGELES | CA | 90077 | DIRECTOR | 1.50 | $18,000 | $0 | $0 |
| ERIC FLEISS | ||||||||
| 2934 1/2 BEVERLY GLEN CIRCLE 714 | LOS ANGELES | CA | 90077 | DIRECTOR | 1.00 | $18,000 | $0 | $0 |
| JEAN KAPLAN | ||||||||
| 2934 1/2 BEVERLY GLEN CIRCLE 714 | LOS ANGELES | CA | 90077 | DIRECTOR | 2.00 | $18,000 | $0 | $0 |
| DEBORAH KRAKOW | ||||||||
| 2934 1/2 BEVERLY GLEN CIRCLE 714 | LOS ANGELES | CA | 90077 | SECRETARY, DIRECTOR | 1.00 | $16,500 | $0 | $0 |
| ANN MILLER | ||||||||
| 2934 1/2 BEVERLY GLEN CIRCLE 714 | LOS ANGELES | CA | 90077 | CHIEF FINANCIAL OFFICER | 37.50 | $261,170 | $37,516 | $0 |
| WENDY WACHTELL | ||||||||
| 2934 1/2 BEVERLY GLEN CIRCLE 714 | LOS ANGELES | CA | 90077 | PRESIDENT & CEO, DIRECTOR | 37.50 | $342,455 | $56,167 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALYSSA SANTINO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2934 1/2 BEVERLY GLEN CIRCLE 714 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 37.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $183,944 | CompensationAmt |
| Employee Benefits | $41,691 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST BANK | |||||
| 201 S LAKE AVENUE SUITE 600 | PASADENA | CA | 91101 | CUSTODIAL SERVICES | $94,400 |
| EDGEWOOD MANAGEMENT | |||||
| 535 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $80,970 |
| TCW | |||||
| 865 S FIGUEROA STREET | LOS ANGELES | CA | 90015 | INVESTMENT MANAGEMENT | $55,422 |
| 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 | $86,451,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $118,852 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $86,631,661 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $86,631,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,299,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $85,332,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,266,609 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,266,609 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,186 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,186 | TotalTaxAmt |
| Distributable Before Adj | $4,242,423 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,242,423 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,242,423 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,825,709 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,825,709 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,242,423 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,232,825 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $868,124 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $193,988 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,294,937 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,825,709 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,825,709 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $416,714 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $416,714 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,878,223 | 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 | $1,878,223 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $816,111 | ExcessFromYear4Amt |
| Excess From Year2 | $868,124 | ExcessFromYear2Amt |
| Excess From Year1 | $193,988 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALYSSA SANTINO EXECUTIVE DIRECTOR O | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2934 1/2 BEVERLY GLEN CIRCLE 714 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3102774488 | RecipientPhoneNum |
| Recipient Email Address | WWW.JDROWN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PROPOSALS SHOULD INCLUDE: A LETTER WITH INFORMATION ABOUT BOTH THE ORGANIZATION AS A WHOLE AND PROJECT IN PARTICULAR; A 501(C)(3) TAX DETERMINATION LETTER FROM THE IRS; A BUDGET FOR BOTH THE ORGANIZATION AS A WHOLE AND THE PROJECT IN PARTICULAR; THE MOST RECENT AUDITED FINANCIAL STATEMENTS; A COPY OF THE MOST RECENT 990 FILED WITH THE IRS; AND A LIST OF THE CURRENT BOARD OF DIRECTORS. ANY ADDITIONAL MATERIALS, SUCH AS ANNUAL REPORT, MAY BE ATTACHED. PROPOSALS SHOULD BE SUBMITTED ONLINE AT WWW.JDROWN.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15, APRIL 15, JULY 15, AND OCTOBER 15 FOR BOARD MEETING IN SECOND MONTH FOLLOWING DEADLINE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY DOES NOT PROVIDE FUNDS TO INDIVIDUALS, ENDOWMENTS, CAPITAL CAMPAIGNS OR BUILDING FUNDS. THE FOUNDATION GENERALLY DOES NOT UNDERWRITE ANNUAL MEETINGS, CONFERENCES OR SPECIAL EVENTS, NOR DOES IT FUND RELIGIOUS PROGRAMS OR PURCHASE TICKETS TO FUNDRAISING EVENTS. MOST OF THE FOUNDATION'S GRANTMAKING IS LIMITED TO PROGRAMS OR ORGANIZATIONS WITHIN THE LOS ANGELES AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | ||||||
| 2830 SOUTH CENTRAL AVE | LOS ANGELES | CA | 90011 | PC | OPERATING SUPPORT | $30,000 |
| A SENSE OF HOME | ||||||
| 3457 W EL SEGUNDO BLVD UNIT A | HAWTHORNE | CA | 90250 | PC | OPERATING SUPPORT | $30,000 |
| ADVANCEMENT THROUGH OPPORTUNITY AND KNOWLEDGE | ||||||
| 1200 W 37TH PLACE | LOS ANGELES | CA | 90007 | PC | CHILDREN YOUTH AND FAMILY COLLABORATIVE | $25,000 |
| AFTER-SCHOOL ALL-STARS | ||||||
| 5670 WILSHIRE BLVD SUITE 1800 | LOS ANGELES | CA | 90036 | PC | OPERATING SUPPORT | $25,000 |
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS | ||||||
| 601 SOUTH FIGUEROA ST 4TH FLOOR | LOS ANGELES | CA | 90017 | PC | OPERATING SUPPORT | $75,000 |
| ALLIANCE FOR CHILDREN'S RIGHTS | ||||||
| 3333 WILSHIRE BLVD SUITE 550 | LOS ANGELES | CA | 90010 | PC | EDUCATION PROGRAM | $30,000 |
| ALLIES FOR EVERY CHILD | ||||||
| 5721 W SLAUSON AVE 140 | CULVER CITY | CA | 91204 | PC | OPERATING SUPPORT | $25,000 |
| AVALON CARVER COMMUNITY CENTER | ||||||
| 4920 S AVALON BLVD | LOS ANGELES | CA | 90011 | PC | MOBILE STEM LABS | $60,000 |
| BET TZEDEK | ||||||
| 3250 WILSHIRE BLVD SUITE 1300 | LOS ANGELES | CA | 90010 | PC | OPERATING SUPPORT | $20,000 |
| BETTER ANGELS INC | ||||||
| 217 NORTH MONTEREY ST 1 | ALHAMBRA | CA | 91801 | PC | OPERATING SUPPORT | $20,000 |
| BOY SCOUTS OF AMERICA WLACC | ||||||
| 16525 SHERMAN WAY C-8 | VAN NUYS | CA | 91406 | PC | OUTREACH PROGRAM | $40,000 |
| BRIDGE HOUSING | ||||||
| 600 CALIFORNIA ST SUITE 900 | SAN FRANCISCO | CA | 94108 | PC | JORDAN DOWNS FORWARD INITIATIVE | $50,000 |
| BRIGHT PROSPECT | ||||||
| 1460 E HOLT AVE SUITE 74 | POMONA | CA | 91767 | PC | OPERATING SUPPORT | $25,000 |
| CALIFORNIA CHARTER SCHOOLS ASSOCIATION | ||||||
| PO BOX 86087 | LOS ANGELES | CA | 90086 | PC | OPERATING SUPPORT | $25,000 |
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION | ||||||
| 18111 NORDHOFF ST | NORTHRIDGE | CA | 91330 | PC | VALLEY NONPROFIT RESOURCES OPERATING SUPPORT | $15,000 |
| CASA OF LOS ANGELES | ||||||
| 201 CENTRE PLAZA DRIVE SUITE 1100 | MONTEREY PARK | CA | 91754 | PC | OPERATING SUPPORT | $50,000 |
| CHILDREN NOW | ||||||
| 1404 FRANKLIN ST SUITE 700 | OAKLAND | CA | 94612 | PC | OPERATING SUPPORT | $50,000 |
| CITIZENS OF THE WORLD LOS ANGELES | ||||||
| 5371 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90036 | PC | OPERATING SUPPORT | $75,000 |
| COALITION FOR ENGAGED EDUCATION | ||||||
| 3131 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | PC | OPERATING SUPPORT | $25,000 |
| COLLEGE TRACK | ||||||
| 3626 11TH AVE | LOS ANGELES | CA | 90018 | PC | OPERATING SUPPORT | $50,000 |
| COMMON SENSE MEDIA | ||||||
| 699 8TH ST SUITE C150 | SAN FRANCISCO | CA | 94103 | PC | OPERATING SUPPORT | $25,000 |
| COMMUNITY PARTNERS INC | ||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | STEAM: CODERS | $15,000 |
| COUNCIL ON FOUNDATIONS | ||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | PC | MEMBERSHIP CONTRIBUTION | $6,000 |
| DIVERSITY IN LEADERSHIP INSTITUTE | ||||||
| 2226 W 26TH PL 3 | LOS ANGELES | CA | 90018 | PC | OPERATING SUPPORT | $50,000 |
| EAST LOS ANGELES COLLEGE FOUNDATION | ||||||
| 1700 AVENIDA CESAR CHAVEZ | MONTEREY PARK | CA | 91754 | PC | TRANSFORMING LIVES PROJECT | $50,000 |
| ECHO HORIZON SCHOOL | ||||||
| 3430 MCMANUS AVE | CULVER CITY | CA | 90232 | PC | OPERATING SUPPORT | $25,000 |
| EDGE FOUNDATION | ||||||
| 2017 FAIRVIEW AVE E UNIT I | SEATTLE | WA | 98102 | PC | OPERATING SUPPORT | $15,000 |
| EDUCATING STUDENTS TOGETHER | ||||||
| 13101 W WASHINGTON BLVD SUITE 452 | LOS ANGELES | CA | 90066 | PC | COLLEGE ACCESS PROGRAM | $25,000 |
| EVERYBODY DANCE LA | ||||||
| 3183 WILSHIRE BLVD 196 K22 | LOS ANGELES | CA | 90010 | PC | OPERATING SUPPORT | $25,000 |
| EXECUTIVE SERVICE CORPS OF SOUTHERN CALIFORNIA | ||||||
| 1000 N ALAMEDA ST SUITE 330 | LOS ANGELES | CA | 90012 | PC | OPERATING SUPPORT | $30,000 |
| FULFILLMENT FUND | ||||||
| 6100 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | PC | OPERATING SUPPORT | $50,000 |
| GREAT PUBLIC SCHOOLS NOW | ||||||
| 1150 S OLIVE ST SUITE 1325 | LOS ANGELES | CA | 90015 | PC | EDUCATION RECOVERY FUND | $200,000 |
| GREATER LOS ANGELES EDUCATION FOUNDATION | ||||||
| 9300 IMPERIAL HIGHWAY | DOWNEY | CA | 90242 | PC | OPERATING SUPPORT | $100,000 |
| HARVARD-WESTLAKE SCHOOL | ||||||
| 3700 COLDWATER CANYON | STUDIO CITY | CA | 91604 | PC | FINANCIAL AID | $50,000 |
| INNOVATE PUBLIC SCHOOLS | ||||||
| 501 S BIXEL ST | LOS ANGELES | CA | 90016 | PC | OPERATING SUPPORT | $100,000 |
| INTERNATIONAL MEDICAL CORPS | ||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | PC | UKRAINE WAR SUPPORT | $100,000 |
| JOE TORRE SAFE AT HOME FOUNDATION | ||||||
| 55 W 39TH ST SUITE 600 | NEW YORK | NY | 10018 | PC | MARGARET'S PLACE MARINA DEL REY, CA | $25,000 |
| JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA | ||||||
| 6250 FOREST LAWN DRIVE | LOS ANGELES | CA | 90068 | PC | OPERATING SUPPORT | $25,000 |
| LA FAMILY HOUSING | ||||||
| 7843 LANKERSHIM BLVD | LOS ANGELES | CA | 91605 | PC | EDUCATION PROGRAMS | $15,000 |
| LA PROMISE FUND | ||||||
| 1933 S BROADWAY SUITE 1108 | LOS ANGELES | CA | 90007 | PC | OPERATING SUPPORT | $50,000 |
| LA'S BEST | ||||||
| 200 N SPRING ST M-120 | LOS ANGELES | CA | 90012 | PC | OPERATING SUPPORT | $30,000 |
| LIBRARY FOUNDATION OF LOS ANGELES | ||||||
| 630 W 5TH ST | LOS ANGELES | CA | 90071 | PC | CAREER ONLINE HIGH SCHOOL | $50,000 |
| LIFT- LOS ANGELES | ||||||
| 1910 MAGNOLIA AVE 404 | LOS ANGELES | CA | 90007 | PC | OPERATING SUPPORT | $100,000 |
| LOS ANGELES METROPOLITAN DEBATE LEAGUE | ||||||
| 350 SOUTH GRAND AVE 50TH FLOOR | LOS ANGELES | CA | 90071 | PC | OPERATING SUPPORT | $25,000 |
| LOS ANGELES REGIONAL FOODBANK | ||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | PC | OPERATING SUPPORT | $50,000 |
| LOS ANGELES YOUTH NETWORK | ||||||
| 1857 TAFT AVE | LOS ANGELES | CA | 90028 | PC | OPERATING SUPPORT | $25,000 |
| MOUNT SAINT MARY'S UNIVERSITY | ||||||
| 10 CHESTER PL | LOS ANGELES | CA | 90007 | PC | STUDENT ROOM & BOARD | $50,000 |
| NATUREBRIDGE | ||||||
| 1033 FORT CRONKHITE | SAUSALITO | CA | 94965 | PC | ENVIRONMENTAL SCIENCE EDUCATION FOR LA YOUTH | $25,000 |
| NEW LEADERS INC | ||||||
| 30 WEST 26TH ST 10TH FLOOR | NEW YORK | NY | 10010 | PC | LEADERSHIP DEVELOPMENT FOR INGLEWOOD UNIFIED SCHOOL DISTRICT | $25,000 |
| NEW ROADS SCHOOL | ||||||
| 3131 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | PC | THE MEANINGFUL ACCESS FUND | $50,000 |
| ONE VOICE | ||||||
| 1228 15TH ST SUITE C | SANTA MONICA | CA | 90404 | PC | ONE VOICE COLLEGE SCHOLARS PROGRAM | $50,000 |
| PARA LOS NINOS | ||||||
| 5000 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | PC | PARA LOS NIOS CHARTER SCHOOLS | $30,000 |
| PARK CENTURY SCHOOL | ||||||
| 3939 LANDMARK ST | CULVER CITY | CA | 90232 | PC | FINANCIAL AID | $25,000 |
| POMONA COLLEGE | ||||||
| 550 N COLLEGE AVE | CLAREMONT | CA | 91711 | PC | SOCIAL JUSTICE BEGINS WITH EDUCATION: THE POMONA COLLEGE ACADEMY FOR YOUTH SUCCESS | $30,000 |
| PORTAL SCHOOLS | ||||||
| 555 AVIATION BLVD | EL SEGUNDO | CA | 90245 | PC | OPERATING SUPPORT | $50,000 |
| POWERMYLEARNING INC | ||||||
| PO BOX 515381 | LOS ANGELES | CA | 90051 | PC | OPERATING SUPPORT | $25,000 |
| PROJECT SCIENTIST | ||||||
| PO BOX 515 | LAGUNA BEACH | CA | 92652 | PC | FALL AND SPRING AFTER-SCHOOL STEM CLUB | $25,000 |
| PROYECTO PASTORAL | ||||||
| 135 N MISSION RD | LOS ANGELES | CA | 90033 | PC | COMMUNITY SCHOOLS IN BOYLE HEIGHTS | $150,000 |
| PS SCIENCE | ||||||
| 1000 W HILLCREST BLVD | INGLEWOOD | CA | 90301 | PC | OPERATING SUPPORT | $25,000 |
| PUEBLO NUEVO EDUCATION & DEVELOPMENT GROUP | ||||||
| 3435 W TEMPLE ST | LOS ANGELES | CA | 90026 | PC | OPERATING SUPPORT | $30,000 |
| PUENTE LEARNING CENTER | ||||||
| 501 S BOYLE AVE | LOS ANGELES | CA | 90033 | PC | OPERATING SUPPORT | $25,000 |
| SCHOOL ON WHEELS INC | ||||||
| PO BOX 13306 | LOS ANGELES | CA | 90013 | PC | OPERATING SUPPORT | $50,000 |
| SCRIPPS COLLEGE | ||||||
| 1030 COLUMBIA AVE | CLAREMONT | CA | 91711 | PC | SCRIPPS COLLEGE ACADEMY | $50,000 |
| SHERO'S RISE | ||||||
| 15039 DICKENS ST 108 | SHERMAN OAKS | CA | 91403 | PC | OPERATING SUPPORT | $50,000 |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||
| 1000 N ALAMEDA ST SUITE 230 | LOS ANGELES | CA | 90012 | PC | MEMBERSHIP CONTRIBUTION | $8,500 |
| STEP UP TUTORING | ||||||
| 1424 4TH ST SUITE 214 PMB 1696 | SANTA MONICA | CA | 90401 | PC | OPERATING SUPPORT | $100,000 |
| SUSTAINABLE CONSERVATION | ||||||
| 98 BATTERY ST SUITE 302 | SAN FRANCISCO | CA | 94111 | PC | A WATERSHED MOMENT FOR CALIFORNIA PROGRAMS | $25,000 |
| TEACH FOR AMERICA LOS ANGELES | ||||||
| 606 S OLIVE ST SUITE 300 | LOS ANGELES | CA | 90014 | PC | OPERATING SUPPORT | $25,000 |
| THE 74 MEDIA | ||||||
| 222 BROADWAY 19TH FLOOR | NEW YORK | NY | 10038 | PC | LA SCHOOL REPORT COLLABORATION WITH USC-ANNENBERG | $15,000 |
| THE FOUNDATION AT HEARST CASTLE | ||||||
| 700 HEARST CASTLE RD | SAN SIMEON | CA | 93452 | PC | EDUCATION PROGRAMS | $25,000 |
| THE JESTER & PHARLEY PHUND | ||||||
| PO BOX 817 | PALOS VERDES ESTATES | CA | 90274 | PC | READING MAKES A DIFFERENCE | $10,000 |
| THE JONSSON CANCER CENTER FOUNDATION | ||||||
| 8-950 FACTOR BUILDING BOX 951780 | LOS ANGELES | CA | 90095 | PC | SIMMS/MANN UCLA CENTER FOR INTEGRATIVE ONCOLOGY OPERATING SUPPORT | $10,000 |
| THE POSSE FOUNDATION | ||||||
| 515 SOUTH FIGUEROA ST SUITE 300 | LOS ANGELES | CA | 90071 | PC | POSSE LOS ANGELES 2022 | $25,000 |
| THE UCLA FOUNDATION | ||||||
| 337 CHARLES E YOUNG DRIVE E | LOS ANGELES | CA | 90095 | PC | WATTS LEADERSHIP INSTITUTE OPERATING SUPPORT | $80,000 |
| THE UCLA FOUNDATION | ||||||
| 760 WESTWOOD PLAZA SUITE 67-455 | LOS ANGELES | CA | 90024 | PC | UCLA CHILD ANXIETY RESILIENCE EDUCATION & SUPPORT CENTER OPERATING SUPPORT | $25,000 |
| VISION TO LEARN | ||||||
| 12100 WILSHIRE BLVD SUITE 1275 | LOS ANGELES | CA | 90025 | PC | FREE EYE EXAMS AND GLASSES FOR UNDERSERVED EAST LOS ANGELES CHILDREN | $25,000 |
| WESTSIDE NEIGHBORHOOD SCHOOL | ||||||
| 5401 BEETHOVEN ST | LOS ANGELES | CA | 90066 | PC | OPERATING SUPPORT | $25,000 |
| YOUNG EISNER SCHOLARS | ||||||
| PO BOX 3085 | INGLEWOOD | CA | 90304 | PC | OPERATING SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,199,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | ||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | PC | OPERATING SUPPORT | $50,000 |
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS | ||||||
| 601 S FIGUEROA ST 4TH FLOOR | LOS ANGELES | CA | 90017 | PC | OPERATING SUPPORT | $100,000 |
| BOY SCOUTS OF AMERICA WLACC | ||||||
| 16525 SHERMAN WAY C-8 | VAN NUYS | CA | 91406 | PC | OUTREACH PROGRAM | $10,000 |
| CITIZENS OF THE WORLD LOS ANGELES | ||||||
| 5371 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90036 | PC | OPERATING SUPPORT | $100,000 |
| CITY YEAR LOS ANGELES | ||||||
| 606 SOUTH OLIVE ST 2ND FLOOR | LOS ANGELES | CA | 90014 | PC | OPERATING SUPPORT | $50,000 |
| DIVERSITY IN LEADERSHIP INSTITUTE | ||||||
| 2226 W 26TH PL 3 | LOS ANGELES | CA | 90018 | PC | OPERATING SUPPORT | $50,000 |
| EMERGING MARKETS DEVELOPMENT CORPORATION | ||||||
| 8452 HAROLD WAY | LOS ANGELES | CA | 90069 | PC | NEIGHBORHOOD INVESTMENT STRUCTURES | $200,000 |
| EXECUTIVE SERVICE CORPS OF SOUTHERN CALIFORNIA | ||||||
| 1000 N ALAMEDA ST SUITE 330 | LOS ANGELES | CA | 90012 | PC | OPERATING SUPPORT | $30,000 |
| FRIENDS OF THE GIRLS ACADEMIC LEADERSHIP ACADEMY | ||||||
| 1067 WEST BLVD | LOS ANGELES | CA | 90019 | PC | OPERATING SUPPORT | $50,000 |
| GIRLS ATHLETIC LEADERSHIP SCHOOL LOS ANGELES | ||||||
| 8015 VAN NUYS BLVD | PANORAMA CITY | CA | 91402 | PC | OPERATING SUPPORT | $50,000 |
| INNOVATE PUBLIC SCHOOLS | ||||||
| 501 S BIXEL ST | LOS ANGELES | CA | 90016 | PC | OPERATING SUPPORT | $250,000 |
| LOS ANGELES METROPOLITAN DEBATE LEAGUE | ||||||
| 350 SOUTH GRAND AVE 50TH FLOOR | LOS ANGELES | CA | 90071 | PC | OPERATING SUPPORT | $35,000 |
| MAGNOLIA PUBLIC SCHOOLS | ||||||
| 250 E 1ST ST SUITE 1500 | LOS ANGELES | CA | 90012 | PC | OPERATING SUPPORT | $50,000 |
| NEW VILLAGE GIRLS ACADEMY | ||||||
| 147 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | PC | OPERATING SUPPORT | $50,000 |
| PIECE BY PIECE | ||||||
| 5101 S BROADWAY | LOS ANGELES | CA | 90037 | PC | OPERATING SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,166,124 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,136,362 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX BENEFIT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $29,338 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,331,824 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,331,824 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $53,650 | Amt |
| Net Investment Income | $48,285 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,365 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DOMESTIC & FOREIGN BONDS | BondNm |
| EOY Book Value | $4,275,541 | EOYBookValueAmt |
| EOYFMV | $4,275,541 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC STOCK | $39,508,865 | $39,508,865 |
| INT'L EQUITY & EQUITY FUNDS | $4,186,338 | $4,186,338 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,985,345 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,985,345 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $360,473 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $360,473 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS - BLACKSTONE PARTNERS FUND | FMV | $11,841,519 | $11,841,519 |
| ASSET BACKED SECURTITIES-TCW | FMV | $473,481 | $473,481 |
| NON GOVT. CMOS-TCW | FMV | $499,226 | $499,226 |
| INTERNATIONAL EQUITY- JOHNSTON | FMV | $7,831,811 | $7,831,811 |
| INTERNATIONAL EQUITY- WELLINGTON | FMV | $8,386,365 | $8,386,365 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROPERTY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $25,830 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $18,795 | AccumulatedDepreciationAmt |
| Book Value | $7,035 | BookValueAmt |
| EOYFMV | $7,035 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDENDS RECEIVABLE | $67,354 | $73,862 | $73,862 |
| DEPOSITS | $6,000 | $6,000 | $6,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $8,339,807 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SUPPLIES & EXPENSES | $19,511 | $9,756 | $9,755 |
| INSURANCE | $16,314 | $4,079 | $12,235 |
| OFFICE SUPPLIES & EXPENSES | $6,916 | $2,513 | $4,403 |
| DUES & SUBSCRIPTIONS | $3,174 | $317 | $2,857 |
| GRANT EXPENSE | $287 | $0 | $287 |
| MISCELLANEOUS EXPENSES | $398 | $100 | $298 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HARDMAN JOHNSTON INTER. EQUITY FUND II LP | -$20,903 | ||
| WELLINGTON TRUST COMPANY, NA | $262,528 | ||
| TAX BENEFIT | $29,338 | $29,338 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $304,170 | BOYBookValueAmt |
| EOY Book Value | $185,363 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $282,691 | $282,691 | $0 |
| PROFESSIONAL FEES | $2,800 | $2,800 | $0 |
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