THE SIKAND FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE SIKAND FOUNDATION INC (EIN 95-4109267)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-10-13
- IRS object ID
- 202342869349101309
- Schema version
- 2021v4.2
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-13T18:03:38-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | 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 | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954109267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SIKAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIKA | BusinessNameControlTxt |
| Phone | 8187878550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15230 BURBANK BOULEVARD 100 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91411 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNETTE C SIKAND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8187878550 | PhoneNum |
| Signature | 2023-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNETTE | PersonFirstNm |
| Person Last | SIKAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2023-10-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,270,429 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $912,765 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $920,473 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$260,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,199,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,313 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $408,125 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,674 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,060,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $964,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,560 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,780 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,780 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $142,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $142,120 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,072 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,365 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,707 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,345 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,026 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $296,797 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $190,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,919,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,919,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,215,797 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $190,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,945,863 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,155,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $773,845 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,176 | CashBOYAmt |
| Cash EOY | $130,537 | CashEOYAmt |
| Cash EOYFMV | $130,537 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $612,098 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,354,673 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,354,673 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,540,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,820,032 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,282,708 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,762,662 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,809,105 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,536,919 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,906,051 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,819,863 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,695,592 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,000,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $6,000,000 | LandBOYAmt |
| Land EOY | $6,000,000 | LandEOYAmt |
| Land EOYFMV | $2,270,000 | LandEOYFMVAmt |
| Total Assets BOY | $35,844,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,934,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,270,429 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,844,874 | CapitalStockBOYAmt |
| Capital Stock EOY | $33,934,210 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,844,874 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,934,210 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,844,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,934,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,844,874 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,155,745 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,357 | OtherIncreasesAmt |
| Subtotal | $34,692,486 | SubtotalAmt |
| Other Decreases | $758,276 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,934,210 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA ST | 2021-12-01 | 2022-11-30 | $4,387,387 | $5,312,454 | -$925,067 | -$925,067 | |
| BANK OF AMERICA LT | 2010-07-06 | 2022-11-30 | $7,282,612 | $6,857,238 | $425,374 | $425,374 | |
| LS REAL ESTATE RECOVERY IV TRUST | 2010-07-06 | 2021-12-31 | $5,705 | -$5,705 | -$5,705 | P | |
| NB PRIVATE MARKETS FUND II (TE), LLC | 2010-07-06 | 2021-12-31 | $150,344 | $150,344 | $150,344 | P | |
| NB PRIVATE MARKETS FUND III (TE), LLC | 2010-07-06 | 2021-12-31 | $68,229 | $68,229 | $68,229 | P | |
| CARLYLE U.S. EQUITY OPPORTUNITY II ACCESS FUND | 2010-07-06 | 2021-12-31 | $42,273 | $42,273 | $42,273 | P | |
| CARLYLE US REALTY VII FUND | 2010-07-06 | 2021-12-31 | $21,388 | $21,388 | $21,388 | P | |
| KKR GLOBAL SPECIAL SITUATIONS II CAYMAN ACCESS LP | 2010-07-06 | 2021-12-31 | $8,622 | $8,622 | $8,622 | P | |
| CAPITAL GAINS DIVIDENDS | $238,855 | $238,855 | $238,855 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,313 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,756 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,756 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,756 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,000 | 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 | $28,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,244 | OverpaymentAmt |
| Applied To ES Tax | $17,244 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT SOTO | IndividualWithBooksNm |
| Phone | 8187878500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15230 BURBANK BLVD SUITE 100 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANNETTE SIKAND | ||||||||
| 15230 BURBANK BOULEVARD SUITE 100 | SHERMAN OAKS | CA | 91411 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| MARK SIKAND | ||||||||
| 15230 BURBANK BOULEVARD SUITE 100 | SHERMAN OAKS | CA | 91411 | CFO | 5.00 | $0 | $0 | $0 |
| RENEE SIKAND | ||||||||
| 15230 BURBANK BOULEVARD SUITE 100 | SHERMAN OAKS | CA | 91411 | SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830269 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $121,893 | 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 | $32,679,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,791,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,270,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,741,600 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,741,600 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $551,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,190,476 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,809,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,809,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,756 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,756 | TotalTaxAmt |
| Distributable Before Adj | $1,798,768 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,798,768 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,798,768 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,945,863 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,945,863 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,798,768 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,864,731 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,945,863 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,864,731 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,717,636 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALCOTT MENTAL HEALTH SERVICES | |||||||
| 1433 SOUTH ROBERTSON BLVD | LOS ANGELES | CA | 90035 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| ALEXANDRIA HOUSE | |||||||
| 426 S ALEXANDRIA AVENUE | LOS ANGELES | CA | 90020 | 501(C)(3) | PURCHASE OF YELLOW AND GREEN HOUSES | $20,000 | |
| ALLY CAT ALLIES INC | |||||||
| 7920 NORFOLK AVE STE 600 | BETHESDA | MD | 20814 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| AMERICAN INDIA FOUNDATION | |||||||
| 211 E 43RD STEET SUITE 1900 | NEW YORK | NY | 10017 | 501(C)(3) | MATCHING GRANTS | $30,000 | |
| AMERICAN KIDNEY FUND | |||||||
| 11921 ROCKVILLE PIKE SUITE 300 | ROCKVILLE | MD | 20852 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| AMERICAN RED CROSS LOS ANGELES REGION | |||||||
| 1450 S CENTRAL AVENUE | LOS ANGELES | CA | 90021 | 501(C)(3) | UKRAINE HUMANITARIAN SERVICES, DISASTER SERVICES, SERVICE TO THE ARMED FORCES | $30,000 | |
| AMERICAN SOCIETY OF CIVIL ENGINEERS FOUNDATION | |||||||
| 1801 ALEXANDER BELL DRIVE | RESTON | VA | 20191 | 501(C)(3) | CHARITABLE DONATION 2022 | $1,000 | |
| AMERICAN STROKE FOUNDATION (THE) | |||||||
| 5916 DEARBORN ST | MISSION | KS | 66202 | 501(C)(3) | CHARITABLE DONATION 2022 | $1,000 | |
| AMERICARES | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | 501(C)(3) | CHARITABLE DONATION 2022 | $3,000 | |
| ANGEL FLIGHT | |||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 90405 | 501(C)(3) | SUMMER CAMP MATCHING PROGRAM | $2,000 | |
| BLESSED SACRAMENT CHURCH | |||||||
| 6657 SUNSET BLVD | HOLLYWOOD | CA | 90028 | 501(C)(3) | CHARITABLE DONATION 2022 | $30,000 | |
| BRAILLE INSTITUTE | |||||||
| 741 NORTH VERMONT AVENUE | LOS ANGELES | CA | 90029 | 501(C)(3) | CHARITABLE DONATION 2022 | $1,000 | |
| BROTHERS BROTHER FOUNDATION | |||||||
| 1200 GALVESTON AVENUE | PITTSBURGH | PA | 15233 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| BRIDGE TO HOME SCV | |||||||
| 23752 NEWHALL AVE | SANTA CLARITA | CA | 91321 | 501(C)(3) | SOUP FOR THE SOUL | $25,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 SOUTH FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | 501(C)(3) | CHARITABLE DONATION 2022 | $4,000 | |
| CALIFORNIA STATE UNIVERSITY LOS ANGELES | |||||||
| 5151 STATE UNIVERSITY DRIVE | LOS ANGELES | CA | 90032 | 501(C)(3) | CHARITABLE DONATION 2022 | $275,000 | |
| CARE USA | |||||||
| 465 CALIFORNIA STREET SUITE 475 | SAN FRANCISCO | CA | 94104 | 501(C)(3) | UKRAINE CRISIS FUND, GENERAL FUNDS | $25,000 | |
| CARTER CENTER | |||||||
| ONE COPENHILL 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| CATHEDRAL OF OUR LADY OF THE ANGELS | |||||||
| 555 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| CATHOLIC BIG BROTHERS AND SISTERS | |||||||
| 1530 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | 501(C)(3) | CHAMPIONS FOR YOUTH FUNDRAISER, DOUBLE EAGLE SPONSOR | $30,000 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | |||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | 501(C)(3) | FOSTER KIDS PROGRAM | $15,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 17090 | BALTIMORE | MD | 21297 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| CATHAVEN (AKA PROJECT SURVIVAL) | |||||||
| 38257 E KINGS CANYON RD | DUNLAP | CA | 93621 | 501(C)(3) | CHARITABLE DONATION 2022 | $1,000 | |
| CEDARS-SINAI | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | 501(C)(3) | GUERIN CHILDREN'S | $10,000 | |
| CHAMINADE COLLEGE PREPARATORY | |||||||
| 10210 OAKDALE AVENUE | CHATSWORTH | CA | 91311 | 501(C)(3) | CHARITABLE DONATION 2022 | $25,000 | |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| CHRYSALIS | |||||||
| 522 S MAIN STREET | LOS ANGELES | CA | 90013 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| CITY OF HOPE | |||||||
| 1055 WILSHIRE BLVD 1200 | LOS ANGELES | CA | 90017 | 501(C)(3) | CHARITABLE DONATION 2022 | $20,000 | |
| COLLEGE OF THE CANYONS | |||||||
| 26455 ROCKWELL CANYON ROAD | SANTA CLARITA | CA | 91355 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| CONSERVATION INTERNATIONAL | |||||||
| 2011 CRYSTAL DRIVE SUITE 600 | ARLINGTON | VA | 22202 | 501(C)(3) | CHARITABLE DONATION 2022 | $11,000 | |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 SOUTH LA PATERA LANE | SANTA BARBARA | CA | 93117 | 501(C)(3) | CHARITABLE DONATION 2022 | $4,000 | |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | 501(C)(3) | CHARITABLE DONATION 2022 | $3,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| FAMILY PROMISE OF SANTA CLARITA VALLEY | |||||||
| 24820 ORCHARD VILLAGE ROAD STE A | SANTA CLARITA | CA | 91355 | 501(C)(3) | ANNUAL FUNDRAISER | $10,000 | 391 |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON | DC | 20077 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| FIX NATION | |||||||
| 7680 CLYBOURN AVENUE | LOS ANGELES | CA | 91352 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| FOODCYCLE | |||||||
| 1949 N WILTON PLACE | LOS ANGELES | CA | 90068 | 501(C)(3) | CHARITABLE DONATION 2022 | $25,000 | |
| GALSGIRLS ATHLETIC LEADERSHIP SCHOOL OF LOS ANGELES | |||||||
| 8015 VAN NUYS BLVD | PANORAMA CITY | CA | 91402 | 501(C)(3) | CAPITAL CAMPAIGN | $25,000 | |
| THE GOOD SHEPHERD SHELTER | |||||||
| PO BOX 19487 | LOS ANGELES | CA | 90019 | 501(C)(3) | CHARITABLE DONATION 2022 | $20,000 | |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| GOOD SHEPHERD CENTER | |||||||
| 1671 BEVERLY BLVD | LOS ANGELES | CA | 90026 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| THE GUADALUPE COMMUNITY CENTER | |||||||
| 21600 HART STREET | CANOGA PARK | CA | 91303 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| GONZAGA UNIVERSITY | |||||||
| 502 E BOONE STREET | SPOKANE | WA | 99258 | 501(C)(3) | SCHOLARSHIPS FOR FLORENCE PROGRAM | $5,000 | |
| GOODWILL | |||||||
| 342 SAN FERNANDO ROAD | LOS ANGELES | CA | 90031 | 501(C)(3) | SUPPORTIVE SERVICES FOR WCD CLIENTS | $20,000 | |
| GUIDE DOGS OF AMERICA | |||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | 501(C)(3) | PUPPY SPONSORSHIP, STUDENT SCHOLARSHIP | $17,000 | |
| HABITAT FOR HUMANITY SAN FERNANDO SANTA CLARITY VALLEY | |||||||
| 21031 VENTURA BLVD SUITE 610 | WOODLAND HILLS | CA | 91364 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72203 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| HENRY MAYO NEWHALL MEMORIAL HEALTH FOUNDATION | |||||||
| 23845 MCBEAN PARKWAY | VALENCIA | CA | 91355 | 501(C)(3) | CHARITABLE DONATION 2022 | $20,000 | |
| HEAL THE BAY | |||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| HEART OF LOS ANGELES | |||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | 501(C)(3) | CHARITABLE DONATION 2022 | $3,000 | |
| HOLLENBECK PALMS | |||||||
| 573 S BOYLE AVENUE | LOS ANGELES | CA | 90033 | 501(C)(3) | CHARITABLE DONATION 2022 | $25,000 | |
| HOLY CROSS MISSION CENTER | |||||||
| PO BOX 543 | NOTRE DAME | IN | 46556 | 501(C)(3) | AFRICA OUTREACH | $5,000 | |
| HOMEBOY INDUSTRIES | |||||||
| 130 WEST BRUNO ST | LOS ANGELES | CA | 90012 | 501(C)(3) | WELLNESS/MENTAL HEALTH RETREAT PROGRAM | $10,000 | |
| HOMEAID LOS ANGELES | |||||||
| 350 SOUTH BIXEL STREET STE 100 | LOS ANGELES | CA | 90017 | 501(C)(3) | CHARITABLE DONATION 2022 | $20,000 | |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | 501(C)(3) | CHARITABLE DONATION 2022 | $20,000 | |
| HOME 4 FAMILIES | |||||||
| 21031 VENTURA BLVD SUITE 610 | WOODLAND HILLS | CA | 91364 | 501(C)(3) | KITCHEN COUNTERS AND CABINETS FOR PALMDALE | $30,000 | |
| HOPE OF THE VALLEY | |||||||
| PO BOX 7609 | MISSION HILLS | CA | 91346 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| THE INSTITUTE FOR ADVANCED CATHOLIC STUDIES AT USC | |||||||
| 3601 WATT WAY GFS 304 | LOS ANGELES | CA | 90089 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| JESUITS WEST | |||||||
| PO BOX 68 | LOS GATOS | CA | 95031 | 501(C)(3) | CHARITABLE DONATION 2022 | $120,000 | |
| LA84 FOUNDATION (AKA THE PLAY EQUITY FUND) | |||||||
| 2141 W ADAMS BLVD | LOS ANGELES | CA | 90018 | 501(C)(3) | PLAY EQUITY FUND | $5,000 | |
| LOS ANGELES COUNTY ANIMAL CARE FOUNDATION | |||||||
| PO BOX 743887 | LOS ANGELES | CA | 90074 | 501(C)(3) | CHARITABLE DONATION 2022 | $25,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART (RENEE) | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| LOS ANGELES PHILHARMONIC | |||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 EAST 4TH STREET | LOS ANGELES | CA | 90058 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||
| 1700 STADIUM WAY SUITE 100 | LOS ANGELES | CA | 90012 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| LOYOLA HIGH SCHOOL | |||||||
| 1901 VENICE BLVD | LOS ANGELES | CA | 90099 | 501(C)(3) | CLASS OF 1973 FUNDRAISING | $20,000 | |
| LOYOLA LAW SCHOOL | |||||||
| 919 ALBANY STREET | LOS ANGELES | CA | 90015 | 501(C)(3) | GENERAL, PROJECT FOR THE INNOCENT | $20,000 | |
| MAYO CLINIC | |||||||
| PO BOX 450 | ALBERT LEA | MN | 56007 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| MEALS ON WHEELS - WEST | |||||||
| 1823-A MICHIGAN AVENUE | SANTA MONICA | CA | 90404 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| MED SHARE INTERNATIONAL | |||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| MEND - MEET EACH NEED WITH DIGNITY | |||||||
| 10641 N SAN FERNANDO ROAD | PACOIMA | CA | 91331 | 501(C)(3) | CHARITABLE DONATION 2022 | $20,000 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | 501(C)(3) | CHARITABLE DONATION 2022 | $20,000 | |
| MORRIS ANIMAL FOUNDATION | |||||||
| 720 SOUTH COLORADO BLVD SUITE 174A | DENVER | CO | 80246 | 501(C)(3) | CHARITABLE DONATION 2022 | $1,000 | |
| MUSIC CENTER FOUNDATION | |||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| MY FRIEND'S PLACE | |||||||
| PO BOX 3867 | HOLLYWOOD | CA | 90078 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| NATIONAL WILDLIFE FOUNDATION | |||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | 501(C)(3) | #SAVELACOUGARS CAMPAIGN | $20,000 | |
| NEW CAMALDOLI HERMITAGE | |||||||
| 62475 HIGHWAY 1 | BIG SUR | CA | 93920 | 501(C)(3) | CHARITABLE DONATION 2022 | $35,000 | |
| OCCIDENTAL COLLEGE | |||||||
| 1600 CAMPUS ROAD M-34 | LOS ANGELES | CA | 90041 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| PACIFIC CLINICS | |||||||
| 800 S SANTA ANITA AVENUE | ARCADIA | CA | 91006 | 501(C)(3) | HOLLYGROVE PROGRAM FOR KIDS IN HOLLYWOOD | $25,000 | |
| PBS SO CAL (KOCE-TV) | |||||||
| PO BOX 25113 | SANTA ANA | CA | 92799 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| THE PEOPLE CONCERN | |||||||
| 526 SAN PEDRO STREET | LOS ANGELES | CA | 90013 | 501(C)(3) | MATCHING FOR K-9 PROGRAM | $30,000 | |
| PET PARTNERS | |||||||
| 345 118TH AVE SE SUITE 200 | BELLEVUE | WA | 98005 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| PIH HEALTH | |||||||
| 12401 WASHINGTON BLVD | WHITTIER | CA | 90602 | 501(C)(3) | PHGSH 3D MAMMOGRAPHY UNIT | $25,000 | |
| PROJECT PRAKASH | |||||||
| 955 MASSACHUSETTS AVE 351 | CAMBRIDGE | MA | 02139 | 501(C)(3) | CHARITABLE DONATION 2022 | $35,000 | |
| PROVIDENCE SAINT JOSEPH FOUNDATION | |||||||
| 501 S BUENA VISTA STREET | BURBANK | CA | 91505 | 501(C)(3) | CHARITABLE DONATION 2022 | $105,000 | |
| PROVIDENCE TARZANA FOUNDATION | |||||||
| 18321 CLARK STREET | TARZANA | CA | 91356 | 501(C)(3) | CHARITABLE DONATION 2022 | $100,000 | |
| RAND | |||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 90407 | 501(C)(3) | CHARITABLE DONATION 2022 | $1,000 | |
| SALVATION ARMY | |||||||
| 16941 KEEGAN AVE | CARSON | CA | 90746 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| SAN FERNANDO VALLEY RESCUE MISSION | |||||||
| PO BOX 8073 | VAN NUYS | CA | 91409 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| SANTA CLARA UNIVERSITY-MARK | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| SIKH COALITION | |||||||
| 50 BROAD STREET SUITE 504 | NEW YORK | NY | 10004 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| SALDEF- SIKH AMERICAN LEGAL DEFENSE AND EDUCATION FUND | |||||||
| 1050 CONNECTICUT AVE NW SUITE 500 | WASHINGTON | DC | 20036 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| SMILE TRAIN | |||||||
| PO BOX 96246 | WASHINGTON | DC | 20090 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 9016 | PITTSFIELD | MA | 01202 | 501(C)(3) | CHARITABLE DONATION 2022 | $7,500 | |
| SOS CHILDREN'S VILLAGES | |||||||
| 1620 I STREET NW SUITE 900 | WASHINGTON | DC | 20006 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| SPCA - LA - LOS ANGELES | |||||||
| 5026 WEST JEFFERSON BLVD | LOS ANGELES | CA | 90016 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| ST BERNARDINE OF SIENA | |||||||
| 6061 VALLEY CIRCLE BLVD | WOODLAND HILLS | CA | 91367 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| ST JOSEPH'S CENTER | |||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 501(C)(3) | CHARITABLE DONATION 2022 | $20,000 | |
| ST MONICA'S CATHOLIC CHURCH | |||||||
| 725 CALIFORNIA AVENUE | SANTA MONICA | CA | 90403 | 501(C)(3) | CHARITABLE DONATION 2022 | $15,000 | |
| ST ROBERT'S CENTER | |||||||
| 211 3RD AVE | VENICE | CA | 90291 | 501(C)(3) | SATURDAY FOOD PROGRAM | $5,000 | |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 209 E LOMITA AVENUE | GLENDALE | CA | 91205 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| ST VINCENT'S MEALS ON WHEELS | |||||||
| 2303 MIRAMAR STREET | LOS ANGELES | CA | 90057 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| TARZANA TREATMENT CENTERS INC | |||||||
| 18646 OXNARD ST | TARZANA | CA | 91356 | 501(C)(3) | CHARITABLE DONATION 2022 | $3,000 | |
| TOGETHER IN MISSION | |||||||
| 3424 WILSHIRE BLVD FLOOR 2 | LOS ANGELES | CA | 90010 | 501(C)(3) | BLESSED SACRAMENT | $500 | |
| UNITED WAY | |||||||
| 1150 S OLIVE STREET SUITE T500 | LOS ANGELES | CA | 90015 | 501(C)(3) | CREATING PATHWAYS OUT OF POVERTY FUND | $20,000 | |
| UCLA DEPARTMENT OF NEUROSURGERY | |||||||
| BOX 957436 | LOS ANGELES | CA | 90095 | 501(C)(3) | GRANTS | $20,000 | |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD 1500 | LOS ANGELES | CA | 90024 | 501(C)(3) | HOMELESS HEALTHCARE | $10,000 | |
| US VETS | |||||||
| 800 W 6TH STREET | LOS ANGELES | CA | 90017 | 501(C)(3) | CHARITABLE DONATION 2022 | $10,000 | |
| UNICEF USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| VERBUM DEI HIGH SCHOOL | |||||||
| 11100 S CENTRAL AVE | LOS ANGELES | CA | 90059 | 501(C)(3) | SCHOLARSHIPS | $20,000 | |
| VOLUNTEERS OF AMERICA | |||||||
| 3600 WILSHIRE BOULEVARD ROOM 1500 | LOS ANGELES | CA | 90010 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| WESTSIDE FOOD BANK | |||||||
| 1710 22ND STREET | SANTA MONICA | CA | 90404 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| WOLF CONNECTION (SPRING OF EVOLUTION) | |||||||
| 3632 SMITH AVE 504 | ACTON | CA | 93510 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| WORLD WILDLIFE FUND | |||||||
| PO BOX 98127 | WASHINGTON | DC | 20090 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | 501(C)(3) | CHARITABLE DONATION 2022 | $5,000 | |
| WORLD VISION | |||||||
| PO BOX 70220 | TACOMA | WA | 98481 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| YOSEMITE CONSERVANCY | |||||||
| 101 MONTGOMERY STREET SUITE 1700 | SAN FRANCISCO | CA | 94104 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| LOS ANGELES ART ASSOCIATION | |||||||
| 825 N LA CIENEGA BLVD | LOS ANGELES | CA | 90069 | 501(C)(3) | CHARITABLE DONATION 2022 | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,919,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROVIDENCE TARZANA FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18321 CLARK STREET | AddressLine1Txt |
| City | TARZANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE DONATION | GrantOrContributionPurposeTxt |
| Amt | $300,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $300,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $912,765 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $408,125 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$260,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,060,052 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,060,052 | 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 | CategoryTxt |
| Amt | $14,700 | Amt |
| Net Investment Income | $7,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BANK OF AMERICA - DEBT SECURITIES | BondNm |
| EOY Book Value | $4,809,105 | EOYBookValueAmt |
| EOYFMV | $4,536,919 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BANK OF AMERICA - EQUITY SECURITIES | StockNm |
| EOY Book Value | $17,820,032 | EOYBookValueAmt |
| EOYFMV | $21,282,708 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BANK OF AMERICA - HEDGE FUNDS | AT COST | $950,000 | $1,111,249 |
| BANK OF AMERICA - PRIVATE EQUITY | AT COST | $1,759,618 | $2,287,021 |
| BANK OF AMERICA - REAL ESTATE | AT COST | $80,615 | $241,359 |
| BANK OF AMERICA - TANGIBLE ASSETS | AT COST | $1,029,630 | $1,055,963 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $21,560 | LegalFeesAmt |
| Net Investment Income | $10,780 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,780 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENTS | $213,057 |
| PRIOR PERIOD ADJUSTMENT | $545,219 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $826 | $0 | $826 |
| 2020 EXCISE TAX | $51,319 | $0 | $0 |
| 2021 ESTIMATED TAX PAYMENTS | $28,000 | $0 | $0 |
| CA ATTORNEY GENERAL FEE | $200 | $0 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $351 | $351 | $351 |
| LITIGATION PROCEEDS | $742 | $742 | $742 |
| K-1 OTHER INCOME | $407,032 | $18,581 | $407,032 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $3,357 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $142,120 | Amt |
| Net Investment Income | $142,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $7,707 | $0 | $7,707 |
| FOREIGN TAXES | $30,365 | $30,365 | $0 |
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