RICHARD AND HINDA ROSENTHAL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD AND HINDA ROSENTHAL FOUNDATION (EIN 13-6104817)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349103360
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T10:50:20-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SOUTH GRAND AVENUE STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | 136104817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSENTHAL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 2135932300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 350 S GRAND AVE STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMIE R WOLF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2135932300 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMIE | PersonFirstNm |
| Person Last | WOLF | 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 | MIRTHE OPHOFF | PreparerPersonNm |
| PTIN | P02288307 | PTIN |
| Phone | 2135932300 | PhoneNum |
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 | $17,431,442 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $228,006 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $262,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $367,853 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,340 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,623,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $55,658 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,300 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $575,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $370,153 | 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 |
| Other Prof Fees Rev And Expnss | $58,150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $489 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,986 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,986 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,784 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,913 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $315 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,670 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,552 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,051 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,335,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,335,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,431,730 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,552 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,360,111 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$856,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $325,601 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $183,259 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,724 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,724 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $800,484 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $685,266 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $588,153 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,157,105 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $903,858 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $786,819 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,713,215 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,797,288 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,471,157 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $466,589 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $441,589 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,854,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,996,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,431,442 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,347 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,598 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,347 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,598 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $765,328 | CapitalStockBOYAmt |
| Capital Stock EOY | $765,328 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,086,388 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,229,799 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,851,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,995,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,854,063 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,996,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,851,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$856,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,995,127 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,995,127 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (73 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25,000 SHARES OF BANK NEW YORK MELLON CORP MEDIUM TERM SRNT BOOK ENTRY 1.65% | P | 2021-04-19 | 2022-01-19 | $24,233 | $24,934 | -$701 | -$701 |
| 25,000 SHARES OF PROCTER & GAMBLE CO/THE 1.0% 04-23-2026 | P | 2022-01-01 | 2022-01-27 | $24,164 | $25,037 | -$873 | -$873 |
| 10,000 SHARES OF STATE STREET CORP VAR RT 11-18-2027 | P | 2021-11-15 | 2022-02-02 | $9,811 | $10,017 | -$206 | -$206 |
| 20,000 SHARES OF PEPSICO INC 1.95% DUE 10-21-2031 BEO | P | 2022-01-01 | 2022-02-17 | $18,790 | $19,954 | -$1,164 | -$1,164 |
| 20,000 SHARES OF AMERICAN EXPRESS CO 1.65% 11-04-2026 | P | 2021-11-01 | 2022-03-01 | $19,356 | $19,968 | -$612 | -$612 |
| 20,000 SHARES OF BANK NOVA SCOTIA B C 1.3% DUE 09-15-2026BEO | P | 2021-09-13 | 2022-03-08 | $18,679 | $19,999 | -$1,320 | -$1,320 |
| 20,000 SHARES OF ROCKWELL AUTOMATION INC 1.75% DUE 08-15-2031 BEO | P | 2021-01-01 | 2022-03-08 | $18,171 | $20,004 | -$1,833 | -$1,833 |
| 15,000 SHARES OF CITIGROUP INC 2.52% 11-03-2032 | P | 2021-01-01 | 2022-03-10 | $13,521 | $15,013 | -$1,492 | -$1,492 |
| 20,000 SHARES OF HOME DEPOT INC 1.5% 09-15-2028 | P | 2021-09-07 | 2022-03-24 | $18,075 | $19,920 | -$1,845 | -$1,845 |
| 25,000 SHARES OF AMAZON COM INC 2.1% DUE 05-12-2031 BEO | P | 2021-05-10 | 2022-04-11 | $22,070 | $24,996 | -$2,926 | -$2,926 |
| 20,000 SHARES OF BANK OF AMERICA CORP 1.734% 22 JUL 2027 | P | 2022-01-01 | 2022-04-21 | $17,960 | $20,191 | -$2,231 | -$2,231 |
| 25,000 SHARES OF WESTPAC BANKING CORPORATION 2.15% DUE 06-03-2031 BEO | P | 2021-06-30 | 2022-05-10 | $21,187 | $25,352 | -$4,165 | -$4,165 |
| 20,000 SHARES OF PROCTER & GAMBLE CO 1.9% 02-01-2027 | P | 2022-01-27 | 2022-05-24 | $18,961 | $19,972 | -$1,011 | -$1,011 |
| 20,000 SHARES OF CATERPILLAR FINL SVCS CORP MEDIUM TERM NTS SER J BOOK ENTRY | P | 2021-09-07 | 2022-05-31 | $18,300 | $19,965 | -$1,665 | -$1,665 |
| 20,000 SHARES OF BANK NEW YORK MELLON CORP MEDIUM TERM SR2.05% 01-26-2027 | P | 2022-01-19 | 2022-06-08 | $18,550 | $19,983 | -$1,433 | -$1,433 |
| 20,000 SHARES OF INTERNATIONAL BUSINESS MACHS CORP 2.2% DUE 02-09-2027/02-09 | P | 2022-01-01 | 2022-07-20 | $18,474 | $19,987 | -$1,513 | -$1,513 |
| 20,000 SHARES OF ROYAL BK CDA GLOBAL MEDIUM TERM SR BK NTS BOOK ENTRY 1.4% 1 | P | 2021-10-04 | 2022-07-25 | $17,989 | $19,978 | -$1,989 | -$1,989 |
| 20,000 SHARES OF AMERICAN EXPRESS CO 2.55% DUE 03-04-2027BEO | P | 2022-03-01 | 2022-07-28 | $19,019 | $19,981 | -$962 | -$962 |
| 20,000 SHARES OF WALMART INC 1.5% DUE 09-22-2028 BEO | P | 2022-01-01 | 2022-08-01 | $18,147 | $19,994 | -$1,847 | -$1,847 |
| 20,000 SHARES OF INTEL CORP 1.6% DUE 08-12-2028 BEO | P | 2021-08-10 | 2022-08-02 | $17,993 | $19,959 | -$1,966 | -$1,966 |
| 20,000 SHARES OF TARGET CORP 1.95% 01-15-2027 | P | 2022-01-01 | 2022-08-08 | $18,940 | $20,001 | -$1,061 | -$1,061 |
| 20,000 SHARES OF THE HOME DEPOT INC 5YR NEW ISSUE 2.875% 04-15-2027 | P | 2022-01-01 | 2022-09-12 | $19,086 | $19,910 | -$824 | -$824 |
| 20,000 SHARES OF AMERICAN EXPRESS CO 4.42% 08-03-2033 | P | 2022-07-28 | 2022-11-22 | $18,804 | $20,187 | -$1,383 | -$1,383 |
| 20,000 SHARES OF BANK NOVA SCOTIA B C 2.951% 03-11-2027 | P | 2022-03-07 | 2022-11-22 | $18,313 | $20,000 | -$1,687 | -$1,687 |
| 15,000 SHARES OF CME GROUP INC 2.65% DUE 03-15-2032 BEO | P | 2022-01-01 | 2022-11-22 | $12,618 | $14,970 | -$2,352 | -$2,352 |
| 20,000 SHARES OF JOHN DEERE CAPITAL CORP 2.35% 03-08-2027 | P | 2022-01-01 | 2022-11-22 | $18,161 | $20,061 | -$1,900 | -$1,900 |
| 20,000 SHARES OF STANLEY BLACK & DECKER INC 3.0% 05-15-2032 | P | 2022-01-01 | 2022-11-22 | $16,942 | $19,960 | -$3,018 | -$3,018 |
| 25,000 SHARES OF UNITED STATES TREAS NTS DTD 10/15/2019 1.375% DUE 10-15-202 | P | 2020-09-15 | 2022-02-03 | $25,135 | $25,635 | -$500 | -$500 |
| 10,000 SHARES OF JOHNSON & JOHNSON .95% DUE 09-01-2027/08-25-2020 REG | P | 2022-01-01 | 2022-02-18 | $9,367 | $10,015 | -$648 | -$648 |
| 10,000 SHARES OF TRUIST FINANCIAL CORP MTN 1.125% 08-03-2027 | P | 2020-09-15 | 2022-02-23 | $9,206 | $10,034 | -$828 | -$828 |
| 15,000 SHARES OF ALLSTATE CORP 1.45% DUE 12-15-2030/11-24-2020 REG | P | 2020-11-19 | 2022-02-25 | $13,300 | $14,950 | -$1,650 | -$1,650 |
| 25,000 SHARES OF DEERE JOHN CAP CORP MEDIUM TERM NTS-BOOKENTRY 1.5% DUE 03-0 | P | 2021-03-01 | 2022-03-02 | $23,726 | $24,926 | -$1,200 | -$1,200 |
| 10,000 SHARES OF UNITED STATES TREAS NTS 1.75% DUE 09-30-2022 | P | 2015-10-27 | 2022-03-02 | $10,059 | $10,008 | $51 | $51 |
| 25,000 SHARES OF UNITED STATES TREAS NTS .125% DUE 04-30-2022 | P | 2020-09-15 | 2022-03-03 | $24,995 | $24,989 | $6 | $6 |
| 10,000 SHARES OF ALPHABET INC 1.1% DUE 08-15-2030 REG | P | 2020-08-03 | 2022-05-10 | $8,232 | $9,973 | -$1,741 | -$1,741 |
| 25,000 SHARES OF TOYOTA MTR CORP 1.339% DUE 03-25-2026 BEO | P | 2021-03-18 | 2022-05-31 | $23,164 | $25,000 | -$1,836 | -$1,836 |
| 15,000 SHARES OF TRUIST FINANCIAL CORP MTN 1.125% 08-03-2027 | P | 2020-09-15 | 2022-06-01 | $13,081 | $15,050 | -$1,969 | -$1,969 |
| 25,000 SHARES OF INTUIT INC 1.35% DUE 07-15-2027 | P | 2020-09-15 | 2022-06-06 | $22,155 | $25,728 | -$3,573 | -$3,573 |
| 25,000 SHARES OF UNITEDHEALTH GROUP INC 2.3% DUE 05-15-2031 BEO | P | 2022-01-01 | 2022-06-13 | $21,213 | $25,034 | -$3,821 | -$3,821 |
| 15,000 SHARES OF CANADIAN IMPERIAL BK COMM TORONTO BRH 1.25% 06-22-2026 | P | 2021-06-16 | 2022-07-12 | $13,468 | $14,996 | -$1,528 | -$1,528 |
| 15,000 SHARES OF COCA COLA CO 1.0% 03-15-2028 | P | 2020-09-15 | 2022-07-12 | $13,111 | $15,015 | -$1,904 | -$1,904 |
| 20,000 SHARES OF JPMORGAN CHASE & CO 1.953% 02-04-2032 | P | 2022-01-01 | 2022-07-18 | $16,014 | $20,039 | -$4,025 | -$4,025 |
| 15,000 SHARES OF ALPHABET INC .8% DUE 08-15-2027/08-05-2020 REG | P | 2020-09-15 | 2022-07-28 | $13,518 | $15,003 | -$1,485 | -$1,485 |
| 15,000 SHARES OF MORGAN STANLEY 1.593% 04 MAY 2027 | P | 2022-01-01 | 2022-07-28 | $13,612 | $15,015 | -$1,403 | -$1,403 |
| 20,000 SHARES OF APPLE INC 1.7% DUE 08-05-2031 BEO | P | 2022-01-01 | 2022-08-01 | $17,542 | $19,937 | -$2,395 | -$2,395 |
| 25,000 SHARES OF AMERICAN HONDA FIN CORP MED TERM NTS BOOK ENTRY 2.0% DUE 03 | P | 2022-01-01 | 2022-11-22 | $21,517 | $24,999 | -$3,482 | -$3,482 |
| 10,000 SHARES OF AUTOMATIC DATA PROCESSING INC 1.25% DUE 09-01-2030/08-13-20 | P | 2020-08-11 | 2022-11-22 | $7,894 | $9,975 | -$2,081 | -$2,081 |
| 20,000 SHARES OF HONEYWELL INTL INC 1.75% 09-01-2031 | P | 2021-08-02 | 2022-11-22 | $15,916 | $19,952 | -$4,036 | -$4,036 |
| 25,000 SHARES OF PRAXAIR INC NT 1.1% 08-10-2030 | P | 2020-09-15 | 2022-11-22 | $19,329 | $24,561 | -$5,232 | -$5,232 |
| 10,000 SHARES OF STATE STREET CORP VAR RT 11-18-2027 | P | 2021-11-15 | 2022-11-22 | $8,792 | $10,000 | -$1,208 | -$1,208 |
| 25,000 SHARES OF US BANCORP 1.375% DUE 07-22-2030 BEO | P | 2020-09-15 | 2022-11-22 | $19,249 | $24,969 | -$5,720 | -$5,720 |
| 25,000 SHARES OF UNITED STATES TREAS NTS 1.625% DUE 06-30-2024 REG | P | 2020-09-15 | 2022-11-22 | $23,890 | $26,456 | -$2,566 | -$2,566 |
| 25,000 SHARES OF UNITED STATES TREAS NTS FIXED 1.75% 07-31-2024 | P | 2020-09-15 | 2022-11-22 | $23,822 | $26,485 | -$2,663 | -$2,663 |
| 25,000 SHARES OF UNITED STATES TREAS NTS DTD 12/15/2019 1.625% DUE 12-15-202 | P | 2020-09-15 | 2022-11-22 | $24,975 | $25,831 | -$856 | -$856 |
| 25,000 SHARES OF UNITED STATES TREAS NTS 1.375% DUE 02-15-2023 | P | 2020-09-15 | 2022-11-22 | $24,838 | $25,735 | -$897 | -$897 |
| 25,000 SHARES OF UNITED STATES TREAS NTS 0.125% 15/08/2023 .125% DUE 08-15-2 | P | 2020-09-15 | 2022-11-22 | $24,195 | $24,976 | -$781 | -$781 |
| 3,100 SHARES OF MFC ISHARES MSCI ACWI ETF | P | 2022-01-01 | 2022-04-14 | $301,695 | $281,083 | $20,612 | $20,612 |
| 3,449 SHARES OF MFC ISHARES MSCI ACWI ETF | P | 2019-08-23 | 2022-11-22 | $299,953 | $247,819 | $52,134 | $52,134 |
| 1 SHARE OF MFC ISHARES MSCI ACWI ETF | P | 2019-08-23 | 2022-11-22 | $87 | $72 | $15 | $15 |
| LONG-TERM CAPITAL LOSS FROM ABERDEEN NEXT GENERATION PARTNERS V LP | P | 2021-01-01 | 2022-12-31 | -$263 | -$263 | ||
| SHORT-TERM CAPITAL LOSS FROM ABERDEEN VENTURE PARTNERS VI LP | P | 2022-01-01 | 2022-12-31 | $259 | $259 | ||
| LONG-TERM CAPITAL GAIN FROM ABERDEEN VENTURE PARTNERS VI LP | P | 2021-01-01 | 2022-12-31 | $10,188 | $10,188 | ||
| SHORT-TERM CAPITAL GAIN FROM ABERDEEN US PRIVATE EQUITY III LP & SUBSIDIARY | P | 2022-01-01 | 2022-12-31 | $8 | $8 | ||
| LONG-TERM CAPITAL GAIN FROM ABERDEEN US PRIVATE EQUITY III LP & SUBSIDIARY | P | 2021-01-01 | 2022-12-31 | $1,762 | $1,762 | ||
| SHORT-TERM CAPITAL LOSS FROM COLCHESTER GLOBAL BOND | P | 2022-01-01 | 2022-12-31 | -$287 | -$287 | ||
| LONG-TERM CAPITAL LOSS FROM COLCHESTER GLOBAL BOND | P | 2021-01-01 | 2022-12-31 | -$4,172 | -$4,172 | ||
| LONG-TERM CAPITAL LOSS FROM WLR RECOVERY FUND V DSS AIV LP | P | 2021-01-01 | 2022-12-31 | -$2,192 | -$2,192 | ||
| SEC 1202 GAIN FROM ABERDEEN NEXT GENERATION PARTNERS V | P | 2021-01-01 | 2022-12-31 | $529 | $397 | $132 | $132 |
| SEC 1202 GAIN FROM ABERDEEN NEXT GENERATION PARTNERS V | P | 2021-01-01 | 2022-12-31 | $108 | $108 | $0 | $0 |
| SEC 1202 GAIN FROM ABERDEEN VENTURE PARTNERS VI | P | 2021-01-01 | 2022-12-31 | $3,081 | $1,541 | $1,540 | $1,540 |
| SEC 1202 GAIN FROM ABERDEEN VENTURE PARTNERS VI | P | 2021-01-01 | 2022-12-31 | $1,285 | $964 | $321 | $321 |
| SEC 1202 GAIN FROM ABERDEEN VENTURE PARTNERS VI | P | 2021-01-01 | 2022-12-31 | $15,244 | $15,244 | $0 | $0 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2021-01-01 | 2022-12-31 | $18 | $18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,875 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$43,999 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,526 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,526 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,526 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,000 | 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 | $22,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,474 | OverpaymentAmt |
| Applied To ES Tax | $7,500 | AppliedToESTaxAmt |
| Refund | $9,974 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | NONE | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 2135932300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 S GRAND AVE STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY STEPHENS | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | CA | 90071 | PRESIDENT & TRUSTEE | 10.00 | $0 | $0 | $0 |
| JAMIE R WOLF | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | CA | 90071 | SECRETARY & TRUSTEE | 10.00 | $0 | $0 | $0 |
| RICK ROSENTHAL | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | CA | 90071 | TREASURER & TRUSTEE | 10.00 | $0 | $0 | $0 |
| NOAH ROSENTHAL | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KATE WOLF | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JANE STEPHENS ROSENTHAL | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MICHAEL STEPHENS ROSENTHAL | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | NY | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MY FATHER'S NAME - 555 WEST 25TH STREET, 4TH FLOOR, NEW YORK, NY 10001"MY FATHER'S NAME" DOCUMENTARY | Description1Txt |
| Expenses1 | $25,000 | Expenses1Amt |
| Description2 | NEW YORK LABOR DOCUMENTARY LLC - 1646 N SPRING STREET, #3, LOS ANGELES, CA 90012"UNITED LABOR UNION DOCUMENTARY" - RAISING AWARENESS ABOUT LABOR EQUITY AND CONTEMPORARY WORKER-LED UNIONIZATION EFFORTS. | Description2Txt |
| Expenses2 | $10,625 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $8,750 | AllOtherProgramRltdInvstTotAmt |
| Total | $44,375 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,741,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $306,071 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,555,254 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,602,467 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,602,467 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $264,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,338,430 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $866,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $866,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,526 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,526 | TotalTaxAmt |
| Distributable Before Adj | $862,396 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $862,396 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $862,396 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,360,111 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $44,375 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,404,486 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $862,396 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $886,307 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,395,835 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,450,702 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $709,073 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $428,119 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,870,036 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,404,486 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $862,396 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $542,090 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,412,126 | 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 | $886,307 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,525,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,395,835 | ExcessFromYear4Amt |
| Excess From Year3 | $1,450,702 | ExcessFromYear3Amt |
| Excess From Year2 | $709,073 | ExcessFromYear2Amt |
| Excess From Year1 | $428,119 | ExcessFromYear1Amt |
| Excess From Current Year | $542,090 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMIE R WOLF | ContributingManagerNm |
| Contributing Manager | RICK ROSENTHAL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NANCY STEPHENS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANDERSEN 350 S GRAND AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2135932300 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY MUSEUM FOUNDATION | ||||||||
| 8949 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| ACTORS FUND | ||||||||
| 729 SEVENTH AVE 10TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| ALLIANCE FOR CHILDREN'S RIGHTS | ||||||||
| 3333 WILSHIRE BLVD STE 550 | LOS ANGELES | CA | 90010 | N/A | PC | UNRESTRICTED GRANT | $4,890 | |
| ALZHEIMER'S LOS ANGELES | ||||||||
| 4221 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90010 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| AMERICAN ACADEMY OF ARTS AND LETTERS | ||||||||
| 633 WEST 155TH STREET | NEW YORK | NY | 10032 | N/A | PC | UNRESTRICTED GRANT | $25,000 | |
| AMERICAN CINEMATHEQUE | ||||||||
| 1604 N CAHUENGA BLVD | LOS ANGELES | CA | 90028 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| AMERICAN FILM INSTITUTE | ||||||||
| 2021 N WESTERN AVE | LOS ANGELES | CA | 90027 | N/A | PC | UNRESTRICTED GRANT | $65,000 | |
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW STE 1400 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| AMERICANS FOR THE ARTS | ||||||||
| 1000 VERMONT AVENUE NW 600 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED GRANT | $50,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| ARTBRIDGE | ||||||||
| 526 WEST 26TH ST STE 502 | NEW YORK | NY | 10001 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | UNRESTRICTED GRANT | $10,000 | |
| BONEFISH AND TARPON TRUST | ||||||||
| 2937 SW 27TH AVE STE 203 | MIAMI | FL | 33133 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| BRANDEIS UNIVERSITYSOTHIER SCHOLARSHIP | ||||||||
| 112 SPRUCE ST | CEDARHURST | NY | 11516 | N/A | PC | UNRESTRICTED GRANT | $20,000 | |
| BREAST CANCER PREVENTION PARTNERS | ||||||||
| 1388 SUTTER ST 400 | SAN FRANSICO | CA | 94109 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| CALIFORNIA LEAGUE OF CONS VOTERS EDU FD | ||||||||
| 6310 SAN VICENTE BLVD STE 425 | LOS ANGELES | CA | 90048 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| CALIFORNIA WOMEN'S LAW CENTER | ||||||||
| 360 N PACIFIC COAST HWY STE 2070 | EL SEGUNDO | CA | 90245 | N/A | PC | UNRESTRICTED GRANT | $2,715 | |
| CAREER TECHNICAL EDUCATION FOUNDATION | ||||||||
| 2901 RIGSBY LANE | SAFETY HARBOR | FL | 34695 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| CASA OF LOS ANGELES | ||||||||
| 201 CENTRE PLAZA DRIVE 1100 | MONTEREY PARK | CA | 91754 | N/A | PC | UNRESTRICTED GRANT | $3,500 | |
| CENTER FOR EARLY EDUCATION | ||||||||
| 563 N ALFRED ST | WEST HOLLYWOOD | CA | 90048 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| CENTER FOR ENVIRONMENTAL HEALTH | ||||||||
| 2201 BROADWAY 302 | OAKLAND | CA | 94612 | N/A | PC | UNRESTRICTED GRANT | $30,000 | |
| CHICKEN AND EGG PICTURES | ||||||||
| 55 WASHINGTON ST 307 | BROOKLYN | NY | 11201 | N/A | PC | UNRESTRICTED GRANT | $25,000 | |
| CHRYSALIS CENTER | ||||||||
| 255 HOMESTEAD AVE | HARTFORD | CT | 06112 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| CLIMATE EMERGENCY FUND | ||||||||
| 8383 WILSHIRE BLVD 400 | BEVERLY HILLS | CA | 90211 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| CODEPINK | ||||||||
| 578 WASHINGTON BLVD 395 | MARINA DEL REY | CA | 90292 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| COMMON SENSE MEDIA | ||||||||
| 699 8TH ST C150 | SAN FRANSICO | CA | 94103 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| CONNECTICUT COLLEGE | ||||||||
| 270 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| CURECERVICALCANCER | ||||||||
| 468 N CAMDEN DR | BEVERLY HILLS | CA | 90210 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| DEATH PENALTY FOCUS | ||||||||
| 1555 RIVER PARK DR 105 | SACRAMENTO | CA | 95815 | N/A | PC | UNRESTRICTED GRANT | $500 | |
| DOG TRUST USA | ||||||||
| 155 E 44TH STREET 6TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | UNRESTRICTED GRANT | $500 | |
| DREAMORG | ||||||||
| 436 14TH STREET STE 920 | OAKLAND | CA | 94612 | N/A | PC | UNRESTRICTED GRANT | $7,500 | |
| EARTHWAYS FOUNDATION | ||||||||
| 20178 ROCKPORT WAY | MALIBU | CA | 90265 | N/A | PC | UNRESTRICTED GRANT | $30,000 | |
| ENVIRONMENTAL WORKING GROUP | ||||||||
| 1436 U STREET NW 100 | WASHINGTON | DC | 20009 | N/A | PC | UNRESTRICTED GRANT | $2,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| FEMINIST MAJORITY FOUNDATION | ||||||||
| 433 S BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| FIRST STAR | ||||||||
| 2049 CENTURY PARK EAST 4320 | LOS ANGELES | CA | 90067 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| FRIENDS OF ROBINSON GARDENS | ||||||||
| 1008 ELDEN WAY | BEVERLY HILLS | CA | 90210 | N/A | PC | UNRESTRICTED GRANT | $40,000 | |
| FRIENDS OF THE LA FREE CLINIC | ||||||||
| 904 S 10TH STREET | SAINT JOSEPH | MO | 64503 | N/A | PC | UNRESTRICTED GRANT | $25,000 | |
| GIFFORDS LAW CENTER | ||||||||
| 268 BUSH STREET 555 | SAN FRANSICO | CA | 94104 | N/A | PC | UNRESTRICTED GRANT | $3,500 | |
| HAMMER MUSEUM | ||||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| HATCH NETWORK | ||||||||
| PO BOX531 | BOZEMAN | MT | 59771 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| HEAL THE BAY | ||||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| HIGH COUNTRY NEWS | ||||||||
| PO BOX 1090 | PAONIA | CO | 81428 | N/A | PC | UNRESTRICTED GRANT | $15,000 | |
| HOT BREAD KITCHEN | ||||||||
| 630 FLUSHING AVENUE 65 | BROOKLYN | NY | 11206 | N/A | PC | UNRESTRICTED GRANT | $500 | |
| HUMAN RESOURCE DEV COUNCIL | ||||||||
| PO BOX 2016 | BILLINGS | MT | 59103 | N/A | PC | UNRESTRICTED GRANT | $2,000 | |
| HUMAN RIGHTS CAMPAIGN | ||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | UNRESTRICTED GRANT | $2,000 | |
| HUNGERACTIONLA FOR THE FLYING SQUAD | ||||||||
| 961 S MARIPOSA AVE 205 | LOS ANGELES | CA | 90006 | N/A | PC | UNRESTRICTED GRANT | $10,000 | |
| IAVA | ||||||||
| 85 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| INSIDECLIMATE NEWS | ||||||||
| 16 COURT STREET STE 2307 | BROOKLYN | NY | 11241 | N/A | PC | UNRESTRICTED GRANT | $500 | |
| INTERFAITH POWER & LIGHT | ||||||||
| 672 13TH ST 100 | OAKLAND | CA | 94612 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||||
| 3600 WILSHIRE BLVD STE 1810 | LOS ANGELES | CA | 90010 | N/A | PC | UNRESTRICTED GRANT | $250 | |
| JACARANDA MUSIC | ||||||||
| 1424 4TH STREET 238 | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED GRANT | $500 | |
| JAMES BEARD FDN F&B IND RELIEF FD | ||||||||
| 167 WEST 12TH STREET | NEW YORK | NY | 10011 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| JOHNS HOPKINS MEDICAL | ||||||||
| 3910 KESWICK RD SOUTH BUILDING | BALTIMORE | MD | 21211 | N/A | PC | UNRESTRICTED GRANT | $500 | 4300A |
| JUNIOR STATE OF AMERICA FOUNDATION | ||||||||
| 70 WASHINGTON ST | OAKLAND | CA | 94607 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| LACMA | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| LIBERTY HILL FOUNDATION | ||||||||
| 1001 WILSHIRE BLVD PMB 2170 | LOS ANGELES | CA | 90017 | N/A | PC | UNRESTRICTED GRANT | $55,000 | |
| LINCOLN CENTER THEATER | ||||||||
| 150 W 65TH STREET | NEW YORK | NY | 10023 | N/A | PC | UNRESTRICTED GRANT | $25,000 | |
| LOS ANGELES CONSERVANCY | ||||||||
| 523 W 6TH STREET SUITE 826 | LOS ANGELES | CA | 90014 | N/A | PC | UNRESTRICTED GRANT | $3,500 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | N/A | PC | UNRESTRICTED GRANT | $2,900 | |
| LOS ANGELES MISSION | ||||||||
| 303 E 5TH ST | LOS ANGELES | CA | 90013 | N/A | PC | UNRESTRICTED GRANT | $2,000 | |
| MAGNUM FOUNDATION | ||||||||
| 59 EAST 4TH ST 7W | NEW YORK | NY | 10003 | N/A | PC | UNRESTRICTED GRANT | $40,000 | |
| MANHATTAN THEATRE CLUB | ||||||||
| 311 WEST 43RD ST | NEW YORK | NY | 10036 | N/A | PC | UNRESTRICTED GRANT | $3,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| MOTHER JONESFDN FOR NATIONAL PROGRESS | ||||||||
| 222 SUTTER ST 600 | SAN FRANSICO | CA | 94108 | N/A | PC | UNRESTRICTED GRANT | $40,000 | |
| MOUNTAIN JOURNAL INC | ||||||||
| PO BOX 11251 | BOZEMAN | MT | 59719 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| MVP BASKETBALL CAMP | ||||||||
| 75 S BROADWAY | WHITE PLAINS | NY | 10601 | N/A | PC | UNRESTRICTED GRANT | $500 | |
| MY FRIEND'S PLACE | ||||||||
| PO BOX 3867 | HOLLYWOOD | CA | 90078 | N/A | PC | UNRESTRICTED GRANT | $2,000 | |
| NATIONAL BREAST CANCER COALITION FUND | ||||||||
| 1010 VERMONT AVE NW 900 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| NATIONAL FOSTER YOUTH INSTITUTE | ||||||||
| 3550 WILSHIRE BLVD 1601 | LOS ANGELES | CA | 90010 | N/A | PC | UNRESTRICTED GRANT | $3,500 | |
| NATIONAL PARTNERSHIP FOR WOMEN & FAMILY | ||||||||
| 1875 CONNECTICUT AVENUE NW 65 | WASHINGTON | DC | 20009 | N/A | PC | UNRESTRICTED GRANT | $35,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| NEW LEADERS COUNCIL | ||||||||
| 1050 CONNECTICUT AVE NW | WASHINGTON | DC | 20035 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 445 5TH AVE 4TH FLR | NEW YORK | NY | 10016 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| NEW YORK THEATRE WORKSHOP | ||||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| NY SHAKESPEARE FESTIVAL FUNDING | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | N/A | PC | UNRESTRICTED GRANT | $2,595 | |
| OCEANA | ||||||||
| 1025 CONNECTICUT AVE NW STE 200 | WASHINGTON | DC | 20036 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| OHIO ENVIRONMENTAL COUNCIL | ||||||||
| 1145 CHESAPEAKE AVE STE I | COLUMBUS | OH | 43212 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| PARTNERS IN HEALTH | ||||||||
| 150 STATE STREET | BREWER | ME | 04412 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| PENTA MEDICAL RECYCLING CORP | ||||||||
| 500 PARK AVE FLR 8 | NEW YORK | NY | 10022 | N/A | PC | UNRESTRICTED GRANT | $15,000 | |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | ||||||||
| 1101 15TH STREET NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED GRANT | $35,000 | |
| PERFORMING STARS | ||||||||
| 271 DRAKE AVENUE | MARIN CITY | CA | 94965 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| PESTICIDE ACTION NETWORK | ||||||||
| 2029 UNIVERSITY AVE 200 | BERKELEY | CA | 94704 | N/A | PC | UNRESTRICTED GRANT | $500 | |
| PLAYWRIGHTS HORIZONS | ||||||||
| 416 WEST 42ND ST | NEW YORK | NY | 10036 | N/A | PC | UNRESTRICTED GRANT | $10,000 | |
| PLOUGHSHARES FUND | ||||||||
| 315 BAY ST STE 400 | SAN FRANSICO | CA | 94133 | N/A | PC | UNRESTRICTED GRANT | $3,500 | |
| REDFORD CENTER | ||||||||
| PO BOX 29144 | SAN FRANSICO | CA | 94129 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| RISE EDUCATION FUND | ||||||||
| 820 KODAK DR | LOS ANGELES | CA | 90026 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| ROGUE MACHINE THEATER | ||||||||
| 12405 VENICE BLVD 153 | LOS ANGELES | CA | 90066 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| ROUNDABOUT THEATRE COMPANY | ||||||||
| 231 W 39TH ST 1200 | NEW YORK | NY | 10018 | N/A | PC | UNRESTRICTED GRANT | $6,000 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| PO BOX 3489 | NEWTON | CT | 06470 | N/A | PC | UNRESTRICTED GRANT | $2,000 | |
| SANTA MONICA COLLEGE FOUNDATION | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| SCHOOL ON WHEELS INC | ||||||||
| 3150 N SAN FERNANDO RD | LOS ANGELES | CA | 90065 | N/A | PC | UNRESTRICTED GRANT | $3,500 | |
| SIGNATURE THEATRE | ||||||||
| 4200 CAMPBELL AVE | ARLINGTON | CA | 22206 | N/A | PC | UNRESTRICTED GRANT | $760 | |
| SILK ROAD PROJECT INC | ||||||||
| 1725 N HARVARD ST | BOSTON | MA | 02134 | N/A | PC | UNRESTRICTED GRANT | $500 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 23564 CALABASAS RD 201 | CALABASAS | CA | 91302 | N/A | PC | UNRESTRICTED GRANT | $200 | |
| SOLOMON R GUGGENHEIM MUSEUM | ||||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | UNRESTRICTED GRANT | $20,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| PO BOX 548 | MONTGOMERY | AL | 36104 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| SPLIT THIS ROCK | ||||||||
| 1301 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20036 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| STUDENT ORGANIZING INC | ||||||||
| 294 WASHINGTON STREET SUITE 500 | BOSTON | MA | 02108 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| SUNDANCE INSTITUTE | ||||||||
| PO BOX 684429 | PARK CITY | UT | 84068 | N/A | PC | UNRESTRICTED GRANT | $24,600 | |
| SYBARITE CHAMBER PLAYERS LTD | ||||||||
| 3299 CAMBRIDGE AVE 8L | BRONX | NY | 10463 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| TEAM RUBICON INC | ||||||||
| 5230 PACIFIC CONCOURSE DR 200 | LOS ANGELES | CA | 90045 | N/A | PC | UNRESTRICTED GRANT | $3,500 | |
| THE DILLON HENRY FOUNDATION | ||||||||
| 801 LATIMER RD | SANTA MONICA | CA | 90402 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| THE EMPOWERMENT PLAN | ||||||||
| 7640 KERCHEVAL AVE | DETROIT | MI | 48214 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| THE EXPLORERS CLUB OUTFITTERS | ||||||||
| 46 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| THE INDUSTRY | ||||||||
| 244 S SAN PEDRO STREET 304 | LOS ANGELES | CA | 90012 | N/A | PC | UNRESTRICTED GRANT | $7,500 | |
| THE WASHINGTON MONTHLY CORPORATION | ||||||||
| 1200 18TH ST NW 330 | WASHINGTON | DC | 20036 | N/A | PC | UNRESTRICTED GRANT | $60,000 | |
| TREE PEOPLE | ||||||||
| 12601 MULHOLLAND DR | LOS ANGELES | CA | 90210 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| TROUT UNLIMITED | ||||||||
| 1777 N KENT STREET 100 | ARLINGTON | CA | 22209 | N/A | PC | UNRESTRICTED GRANT | $2,000 | |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET 305 | PHILADELPHIA | PA | 19104 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| TURNEFFE ATOLL TRUST | ||||||||
| PO BOX 10670 | BOZEMAN | MT | 59719 | N/A | PC | UNRESTRICTED GRANT | $2,000 | |
| U N WORLD FOOD PROGRAM | ||||||||
| 1725 I ST NW 510 | WASHINGTON | DC | 20006 | N/A | PC | UNRESTRICTED GRANT | $1,050 | |
| UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | N/A | PC | UNRESTRICTED GRANT | $20,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | N/A | PC | UNRESTRICTED GRANT | $150,000 | |
| UNION STATION HOMELESS SERVICES | ||||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | N/A | PC | UNRESTRICTED GRANT | $3,000 | |
| US PUBLIC INTEREST RESEARCH GROUP | ||||||||
| 1543 WAZEE ST 460 | DENVER | CO | 80202 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| UTAH FILM CENTER | ||||||||
| 50 W BROADWAY 1125 | SALT LAKE CITY | UT | 84101 | N/A | PC | UNRESTRICTED GRANT | $200,000 | |
| VIOLENCE POLICY CENTER (VPC) | ||||||||
| 1025 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| VITAL GROUND FOUNDATION | ||||||||
| 20 FORT MISSOULA RD | MISSOULA | MT | 59804 | N/A | PC | UNRESTRICTED GRANT | $500 | |
| VOICES FOR PROGRESS ED FUNDTIDES CENTER | ||||||||
| PO BOX 29907 | SAN FRANSICO | CA | 94129 | N/A | PC | UNRESTRICTED GRANT | $10,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | N/A | PC | UNRESTRICTED GRANT | $600 | |
| WILDLIFE GUARDIANS | ||||||||
| PO BOX 9641 | WASHINGTON | DC | 20016 | N/A | PC | UNRESTRICTED GRANT | $35,000 | |
| WOMEN HELPING YOUTH | ||||||||
| 1141 VIA DE LA PAZ | PACIFIC PALISADES | CA | 90272 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| WOMEN MAKE MOVIES | ||||||||
| 115 W 29TH ST 1200 | NEW YORK | NY | 10001 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,335,060 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,137 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,658 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,340 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $347,135 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $347,135 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMIE R WOLF | ||||||
| 1 | C/O ANDERSEN 350 S GRAND AVE STE 20 | LOS ANGELES | CA | 90071 | $18,808 | Yes (X) |
| RICHARD L ROSENTHAL JR | ||||||
| 2 | C/O ANDERSEN 350 S GRAND AVE STE 20 | LOS ANGELES | CA | 90071 | $209,198 | Yes (X) |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANOTHER BODY LTD - 174 TRELLICK TOWER, 5 GOLBORNME ROAD, LONDON W10 5UU "ANOTHER BODY" DOCUMENTARY - RAISING AWARENESS ABOUT THE INTERSECTION OF TECHNOLOGY, TRAUMA AND ABUSE TOWARDS YOUNG WOMEN. | Desc |
| Amt | $8,750 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UNTITLED MIJA PROJECT LLC | ||||||||||||||
| 555 WEST 25TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | 2021-05-28 | $10,526 | "MIJA" DOCUMENTARY - RAISING AWARENESS ABOUT MINORITY REPRESENTATION IN MASS MEDIA, IMMIGRATION, AND NARRATIVES OF LATINX AND FEMALE EMPOWERMENT. | $10,526 | NO | 4/8/22 | N/A | ||||
| GREEN NEW DEAL DOCUMENTARY LLC | ||||||||||||||
| 599 20TH STREET | BROOKLYN | NY | 11218 | 2021-07-19 | $75,000 | "TO THE END" DOCUMENTARY - RAISING AWARENESS ABOUT CLIMATE CHANGE, POLITICAL ACTIVISM AND FEMALE LEADERSHIP. | $75,000 | NO | 3/17/22 | N/A | ||||
| THE EBONY PROJECT LLC | ||||||||||||||
| 68 JAY STREET SUITE 320 | BROOKLYN | NY | 11201 | 2021-06-01 | $4,000 | "THE EMPIRE OF EBONY" DOCUMENTARY - RAISING AWARENESS ABOUT THE HISTORICAL INFLUENCE OF EBONY AND JET MAGAZINES AND THEIR IMPACT ON THE AFRICAN AMERICAN COMMUNITY. | $4,000 | NO | 3/22/23 | N/A | ||||
| ANOTHER BODY LTD | ||||||||||||||
| 2022-03-23 | $8,750 | "ANOTHER BODY" DOCUMENTARY - RAISING AWARENESS ABOUT THE INTERSECTION OF TECHNOLOGY, TRAUMA AND ABUSE TOWARDS YOUNG WOMEN. | $8,750 | NO | 3/6/23 | N/A | 174 TRELLICK TOWER 5 GOLBORNME ROAD | LONDON | UK | W105UU | ||||
| BRODY DOCUMENTARY LLC | ||||||||||||||
| 1000 BRASS STREET | AUSTIN | TX | 78702 | 2017-08-30 | $13,462 | "DEAR MR. BRODY" DOCUMENTARY - RAISING AWARENESS ABOUT THE COMPLEXITITIES OF CHARIATABLE GIVING. | $13,462 | NO | 3/16/23 | N/A | ||||
| THE LION PROJECT | ||||||||||||||
| 6424 POLLARD STREET | LOS ANGELES | CA | 90042 | 2020-07-13 | $8,824 | "ALLEN V. FARROW" DOCUMENTARY - RAISING AWARENESS ABOUT SEXUAL ABUSE. | $8,824 | NO | 3/13/23 | N/A | ||||
| NEW YORK LABOR DOCUMENTARY LLC | ||||||||||||||
| 1646 N SPRING STREET 3 | LOS ANGELES | CA | 90012 | 2022-06-29 | $10,625 | "UNITED LABOR UNION DOCUMENTARY" - RAISING AWARENESS ABOUT LABOR EQUITY AND CONTEMPORARY WORKER-LED UNIONIZATION EFFORTS. | $10,625 | NO | 6/29/22 | N/A | ||||
| RAUCOUS PICTURES LLC | ||||||||||||||
| 156 PIERMONTH AVENUE | NYACK | NY | 10960 | 2022-10-15 | $25,000 | "MY FATHER'S NAME" DOCUMENTARY | $25,000 | NO | PENDING | N/A | ||||
| GREEN NEW DEAL DOCUMENTARY LLC | ||||||||||||||
| 599 20TH STREET | BROOKLYN | NY | 11218 | 2020-01-07 | $3,571 | "TO THE END" DOCUMENTARY - RAISING AWARENESS ABOUT CLIMATE CHANGE, POLITICAL ACTIVISM AND FEMALE LEADERSHIP. | $3,571 | NO | 3/16/23 | N/A | ||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $903,858 | EOYBookValueAmt |
| EOYFMV | $786,819 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $685,266 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $588,153 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLCHESTER GLOBAL FUND | AT COST | $643,494 | $566,938 |
| CONTRARIAN OFFSHORE FUND | AT COST | $1 | $0 |
| FIR TREE INT VALUE FUND | AT COST | $1 | $0 |
| ABERDEEN US PRIVATE EQUITY III | AT COST | $1 | $42,338 |
| ABERDEEN VENTURE PARTNERS VI | AT COST | $1 | $166,886 |
| FORESTER CAPITAL LLC | AT COST | $2,998,459 | $3,542,840 |
| LEXINGTON CAPITAL PARTNERS | AT COST | $1 | $20,244 |
| NEXT GENERATION PARTNERS V | AT COST | $1 | $70,476 |
| OZ OVERSEAS FUND II | AT COST | $1,583 | $0 |
| PRINCIPAL FDS DEV REAL ESTATE | AT COST | $1,041,963 | $1,056,250 |
| PERRY PARTNERS INTERNATIONAL | AT COST | $16,217 | $0 |
| TECH CROSSOVER VENTURES V | AT COST | $1 | $0 |
| TECH CROSSOVER VENTURES VI | AT COST | $2 | $0 |
| WLR RECOVERY FUND | AT COST | $9,522 | $22,377 |
| MSCI ACWI INDEX FUND | AT COST | $6,766,805 | $9,981,718 |
| OTHER INVESTMENTS | AT COST | $2,319,236 | $0 |
| CEREBRUS INTL LTD | AT COST | $0 | $1,090 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM-RELATED INVESTMENTS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $466,589 | EOYBookValueAmt |
| EOYFMV | $441,589 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER 2% (FROM K-1S) | $0 | $2,426 | $0 | $0 |
| MISCELLANEOUS EXPENSE - 1099 INVESTMENT FEES | $0 | $18 | $0 | $0 |
| MISC EXPENSE - K-1 INVT FEES | $3,469 | $3,469 | $0 | $0 |
| MISCELLANEOUS DEDUCTIONS | $315 | $0 | $0 | $315 |
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 | $55,658 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES FEES | $38,150 | $38,150 | $0 | $0 |
| IMPACT PARTNERS CONSULTING FEE | $20,000 | $0 | $0 | $20,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $0 | $489 | $0 | $0 |
| FEDERAL TAXES | $30,000 | $0 | $0 | $0 |
| FILING FEES - NEW YORK | $750 | $0 | $0 | $750 |
Comments