SAMUELI FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAMUELI FOUNDATION (EIN 33-0758237)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202313129349102231
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T17:58:35-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18500 VON KARMAN AVE 10TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | 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 | 330758237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAMUELI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 9497604300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 E COAST HIGHWAY 300 | AddressLine1Txt |
| City | CORONA DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92625 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SCHULMAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9497604300 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | SCHULMAN | 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 | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 9492222999 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,675,140 | 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 | $52,993,980 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $127,038 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $127,038 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,004,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,773,225 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,122,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,900,263 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $493,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $98,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $395,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,018,984 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $403,797 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,615,187 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $182,652 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $36,530 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $146,121 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $86,972 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $21,743 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $34,789 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,470 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,352 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,462,760 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,410,822 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $701,517 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,615 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $73,213 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $36,607 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $190,985 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $75,314 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $115,671 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $544,774 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $78,063 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $309,767 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,790,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $757,274 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,037,709 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,888,994 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,888,994 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,679,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $757,274 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,926,703 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,443,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,142,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,208,510 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,654,114 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,654,114 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,873 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,340 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,534 | LandBOYAmt |
| Land EOY | $7,533 | LandEOYAmt |
| Land EOYFMV | $7,533 | LandEOYFMVAmt |
| Other Assets BOY | $10,075 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,493 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,493 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,231,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,675,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,675,140 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,830 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,055 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,830 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,055 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,229,289 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $29,673,085 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,229,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,673,085 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,231,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,675,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,229,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,443,796 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,673,085 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,673,085 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 22466 SHARES OF BROADCOM STOCK | 2022-01-03 | 2022-01-03 | $14,899,532 | $58,925 | $14,840,607 | $14,840,607 |
| 19859 SHARES OF BROADCOM STOCK | 2022-01-04 | 2022-01-04 | $13,306,733 | $52,087 | $13,254,646 | $13,254,646 |
| 15157 SHARES OF BROADCOM STOCK | 2022-12-28 | 2022-12-28 | $8,257,416 | $39,755 | $8,217,661 | $8,217,661 |
| 29616 SHARES OF BROADCOM STOCK | 2022-12-29 | 2022-12-29 | $16,537,989 | $77,678 | $16,460,311 | $16,460,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,773,225 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $724,788 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $724,788 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $724,788 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $739,440 | 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 | $739,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,652 | OverpaymentAmt |
| Applied To ES Tax | $14,652 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SAMUELI.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL SCHULMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497604300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 E COAST HIGHWAY 300 | AddressLine1Txt |
| City | CORONA DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92625 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN SAMUELI | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| HENRY SAMUELI | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| MICHAEL SCHULMAN | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | CFO | 10.00 | $0 | $0 | $0 |
| LINDSEY SPINDLE | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | DIRECTOR | 40.00 | $493,750 | $28,387 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| WAYNE JONAS | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | EXECUTIVE DIRECTOR | 40.00 | $752,425 | $27,222 | $0 |
| MICHELLE FREEMAN | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | CHIEF OF STAFF | 40.00 | $277,002 | $38,277 | $0 |
| DOUGLAS CAVAROCCHI | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | DEPUTY DIRECTOR FOR | 40.00 | $199,933 | $34,107 | $0 |
| JOAN WALTER | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | SENIOR DIRECTOR, PRO | 40.00 | $184,423 | $46,063 | $0 |
| ALEXIA ROBINSON | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | SENIOR ADMINISTRATIV | 40.00 | $133,095 | $44,252 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| TARGET MARKETING DIGITAL | ||||||||
| 57 DENISE STREET | SAG HARBOR | NY | 11963 | MARKETING | $608,200 | |||
| LHKO ASSOCIATES LLC | ||||||||
| 548 MARY ESTHER CUTOFF NW | FORT WALTON BEACH | FL | 32548 | CONSULTING | $263,683 | |||
| REIS GROUP | ||||||||
| 1121 PINE HILL ROAD | MCLEAN | VA | 22101 | MEDIA | $237,751 | |||
| BRYANT ADIBE | ||||||||
| 30 N GOULD ST STE R | SHERIDAN | WY | 82801 | CONSULTING | $227,500 | |||
| MOSES MIRACLES LTD | ||||||||
| CONSULTING | $211,125 | 30 MELCHRT ST | TEL AVIV | IS | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 11 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,354,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,027 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,375,322 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,375,322 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $260,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,114,692 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $855,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $855,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $724,788 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $724,788 | TotalTaxAmt |
| Distributable Before Adj | $130,947 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,947 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,947 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,926,703 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,926,703 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,947 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,519,741 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,826,147 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,239,246 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,480,206 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,469,726 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,535,066 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,926,703 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,947 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,795,756 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $47,330,822 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,519,741 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $45,811,081 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,826,147 | ExcessFromYear4Amt |
| Excess From Year3 | $1,239,246 | ExcessFromYear3Amt |
| Excess From Year2 | $7,480,206 | ExcessFromYear2Amt |
| Excess From Year1 | $11,469,726 | ExcessFromYear1Amt |
| Excess From Current Year | $23,795,756 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN SAMUELI | ContributingManagerNm |
| Contributing Manager | HENRY SAMUELI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (205 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCREDITATION COUNCIL FOR GRADUATE MEDICAL | ||||||||
| 29376 NETWORK PLACE | CHICAGO | IL | 606731293 | NONE | PC | HEALTH | $25,000 | |
| ACTION IN COMMUNITY THROUGH SERVICE OF PRINCE WILLIAM INC | ||||||||
| PO BOX 74 | DUMFRIES | VA | 22026 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| AIEF (AMER ISRAEL EDU FOUNDATION) | ||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | RELIGIOUS | $25,000 | |
| AIRBNBORG | ||||||||
| 888 BRANNAN STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | SOCIAL SERVICES | $25,000 | |
| ALIANZA TRANSLATINX | ||||||||
| 206 W FOURTH STREET SUITE 420 | SANTA ANA | CA | 92701 | NONE | PC | SOCIAL SERVICES | $69,750 | |
| ALL WITHIN MY HANDS FOUNDATION | ||||||||
| 454 LAS GALLINAS AVE 213 | SAN RAFAEL | CA | 94903 | NONE | PC | SOCIAL SERVICES | $50,000 | |
| ALLIANCE FOR A JUST SOCIETY | ||||||||
| 3518 S EDMUNDS STREET | SEATTLE | WA | 98118 | NONE | PC | SOCIAL SERVICES | $100,000 | |
| ALLIED MEDIA PROJECTS | ||||||||
| 4126 THIRD STREET | DETROIT | MI | 48201 | NONE | PC | SOCIAL SERVICES | $100,000 | |
| AMERICA GIVES INC | ||||||||
| 1732 FIRST AVENUE 27091 | NEW YORK | NY | 101285177 | NONE | PC | RELIGIOUS | $4,500 | |
| AMERICAN ACADEMY OF ARTS & SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 021381996 | NONE | PC | EDUCATION | $5,000 | |
| AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY | ||||||||
| 160 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | EDUCATION | $100,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | ||||||||
| PO BOX 2090 | TEANECK | NJ | 076661490 | NONE | PC | RELIGIOUS | $5,000 | |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | ||||||||
| 8 WEST 40TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | RELIGIOUS | $75,000 | |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA INC | ||||||||
| 122 EAST 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | NONE | PC | ARTS | $30,000 | |
| AMERICAN FRIENDS OF THE ISRAELI OPERA INC | ||||||||
| 200 EAST 74TH APT 15A | NEW YORK | NY | 10021 | NONE | PC | ARTS | $20,000 | |
| AMERICAN FRIENDS OF THE RE'UT INSTITUTE | ||||||||
| 21550 OXNARD ST SUITE 1000 | WOODLAND HILLS | CA | 91367 | NONE | PC | RELIGIOUS | $25,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 5417 | IRVINE | CA | 92616 | NONE | PC | HEALTH | $15,000 | |
| ANAHEIM COMMUNITY FOUNDATION | ||||||||
| 200 S ANAHEIM BLVD 433 | ANAHEIM | CA | 92805 | NONE | PC | SOCIAL SERVICES | $1,006,985 | |
| ANAHEIM UNION HIGH SCHOOL DISTRICT | ||||||||
| 501 NORTH CRESENT WAY | ANAHEIM | CA | 92801 | NONE | PC | HEALTH | $175,000 | |
| ANIMAL WELFARE LEAGUE OF ALEXANDRIA | ||||||||
| 4101 EISENHOWER AVE | ALEXANDRIA | VA | 22304 | NONE | PC | ENVIRONMENT | $1,000 | |
| ATABEY OUTDOORS | ||||||||
| 7000 N 16TH STREET SUITE 120 119 | PHOENIX | AZ | 85020 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| AUGIE'S QUEST TO CURE ALS INC | ||||||||
| PO BOX 9886 | DENVER | CO | 80209 | NONE | PC | HEALTH | $5,000 | |
| AUTISM SPEAKS | ||||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | NONE | PC | HEALTH | $2,500 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | RELIGIOUS | $90,000 | |
| BLOOM FOUNDATION | ||||||||
| 14271 JEFFERY ROAD 282 | IRVINE | CA | 92620 | NONE | PC | SOCIAL SERVICES | $15,000 | |
| BOREALIS PHILANTHROPY | ||||||||
| PO BOX 581218 | MINNEAPOLIS | MN | 55458 | NONE | PC | SOCIAL SERVICES | $50,000 | |
| BOYS AND GIRLS CLUBS OF GREATER ANAHEIM-CYPRESS | ||||||||
| 1260 N RIVIERA STREET | ANAHEIM | CA | 92801 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| BRACKEN'S KITCHEN | ||||||||
| 13941 NAUTILUS DRIVE | GARDEN GROVE | CA | 92843 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| BROAD STREET MINISTRY | ||||||||
| PO BOX 22656 | PHILADELPHIA | PA | 19110 | NONE | PC | HEALTH | $10,000 | |
| BURGUNDY FARM COUNTRY DAY SCHOOL INC | ||||||||
| 3700 BURGUNDY RD | ALEXANDRIA | VA | 22303 | NONE | PC | EDUCATION | $10,000 | |
| CALIFORNIA ASSOCIATION OF NONPROFITS | ||||||||
| 870 MARKET STREET SUITE 609 | SAN FRANCISCO | CA | 94102 | NONE | PC | SOCIAL SERVICES | $2,500 | |
| CANCER KINSHIP | ||||||||
| 307 PLACENTIA AVE SUITE 203 | NEWPORT BEACH | CA | 92663 | NONE | PC | HEALTH | $50,000 | |
| CARPENTER'S SHELTER | ||||||||
| 930 N HENRY STREET | ALEXANDRIA | VA | 22314 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| CHAPMAN UNIVERSITY | ||||||||
| 333 N GLASSELL ST | ORANGE | CA | 92866 | NONE | PC | RELIGIOUS | $50,000 | |
| CHARITABLE VENTURES OF ORANGE COUNTY | ||||||||
| 1505 E 17TH STREET SUITE 101 | SANTA ANA | CA | 92705 | NONE | PC | SOCIAL SERVICES | $383,000 | |
| CHILDREN NOW | ||||||||
| 1404 FRANKLIN STREET SUITE 700 | OAKLAND | CA | 94612 | NONE | PC | EDUCATION | $25,000 | |
| CHOC FOUNDATION | ||||||||
| 455 S MAIN STREET | ORANGE | CA | 92868 | NONE | PC | HEALTH | $20,000 | |
| COACHART | ||||||||
| 445 S FIGUEROA STREET SUITE 3100 | LOS ANGELES | CA | 90071 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| COASTAL MUSIC AND ARTS FOUNDATION | ||||||||
| 425 SOUTH COAST HIGHWAY | OCEANSIDE | CA | 92504 | NONE | PC | ARTS | $5,000 | |
| CODE FOR AMERICA | ||||||||
| 972 MISSION STREET 5TH FLOOR | SAN FRANCISCO | CA | 94013 | NONE | PC | EDUCATION | $5,000 | |
| COMMUNITY PARTNERS | ||||||||
| PO BOX 741265 | LOS ANGELES | CA | 900741265 | NONE | PC | HEALTH | $5,000 | |
| CROSSOVER OUTREACH | ||||||||
| 414 W COURT STREET | FLINT | MI | 48503 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| CRYSTAL COVE CONSERVANCY | ||||||||
| 5 CRYSTAL COVE | NEWPORT COAST | CA | 92657 | NONE | PC | EDUCATION | $20,000 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 7170 | DAVIDSON | NC | 28035 | NONE | PC | EDUCATION | $50,000 | |
| DISCOVERY CUBE ORANGE COUNTY | ||||||||
| 2500 NORTH MAIN STREET | SANTA ANA | CA | 92705 | NONE | PC | EDUCATION | $205,000 | |
| ELEVATE USA | ||||||||
| 5310 WARD ROAD SUITE G-05 | ARVADA | CO | 80002 | NONE | PC | EDUCATION | $10,000 | |
| EPISCOPAL COMMUNITY SERVICES | ||||||||
| 225 S 3RD STREET | PHILADELPHIA | PA | 19106 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| EZRAT ISRAEL INC | ||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PC | RELIGIOUS | $75,000 | |
| FAMILY MEDICINE EDUCATION CONSORTIUM | ||||||||
| PMB362 3195 DAYTON-XENIA RD SUITE | DAYTON | OH | 454346390 | NONE | PC | HEALTH | $110,000 | 900 |
| FRIENDS OF CATS INC | ||||||||
| 15587 OLDE HIGHWAY 80 | EL CAJON | CA | 92021 | NONE | PC | ENVIRONMENT | $10,000 | |
| FRIENDS OF FULLERTON COLLEGE FOUNDATION | ||||||||
| PO BOX 431 | FULLERTON | CA | 92836 | NONE | PC | EDUCATION | $25,000 | |
| FRIENDS OF IR DAVID | ||||||||
| 99 WALL STREET SUITE 5727 | NEW YORK | NY | 10005 | NONE | PC | RELIGIOUS | $25,000 | |
| FRIENDS OF LAGUNA BEACH LIBRARY | ||||||||
| PO BOX 36 | LAGUNA BEACH | CA | 92652 | NONE | PC | EDUCATION | $1,000 | |
| FUENTE LATINA | ||||||||
| 7300 BISCAYNE BLVD SUITE 200 | MIAMI | FL | 33138 | NONE | PC | RELIGIOUS | $300,000 | |
| FUND FOR GUARANTEED INCOME | ||||||||
| 2040 E MARIPOSA AVE | EL SEGUNDO | CA | 90245 | NONE | PC | SOCIAL SERVICES | $100,000 | |
| FUNGI FOUNDATION | ||||||||
| 716 MARCY AVENUE | BROOKLYN | NY | 11216 | NONE | PC | ENVIRONMENT | $50,000 | |
| GEORGE MASON UNIVERSITY FOUNDATION | ||||||||
| 4400 UNIVERSITY DR MSN 1A3 MERTEN | FAIRFAX | VA | 22030 | NONE | PC | HEALTH | $265,000 | HALL SUITE 2300 |
| GLOBAL IMPACT | ||||||||
| 1199 N FAIRFAX ST SUITE 300 | ALEXANDRIA | VA | 22314 | NONE | PC | HEALTH | $124,420 | |
| GOUCHER COLLEGE | ||||||||
| 1021 DULANEY VALLEY ROAD 200 DORSEY | BALTIMORE | MD | 21204 | NONE | PC | EDUCATION | $10,000 | |
| GREAT LAKES BAY FOUNDATION | ||||||||
| 122 UPDTOWN DR SUITE 204 | BAY CITY | MI | 48708 | NONE | PC | EDUCATION | $25,000 | |
| HARBOR VIEW PARENT FACULTY ORGANIZATION | ||||||||
| 900 GOLDENROD AVENUE | CORONA DEL MAR | CA | 92625 | NONE | PC | EDUCATION | $3,000 | |
| HERITAGE FUTURE | ||||||||
| 3024 E CHAPMAN AVE 247 | ORANGE | CA | 92869 | NONE | PC | EDUCATION | $30,000 | |
| HIGH SCHOOL INC ACADEMIES FOUNDATION | ||||||||
| 2995 AIRWAY AVENUE SUITE B | COSTA MESA | CA | 92626 | NONE | PC | EDUCATION | $75,000 | |
| HILLEL FOUNDATION OF ORANGE COUNTY | ||||||||
| 1 FEDERATION WAY SUITE 205 | IRVINE | CA | 92603 | NONE | PC | RELIGIOUS | $100,000 | |
| HOLLAND FOUNDATION FOR SIGHT RESTORATION | ||||||||
| 1360 DOLWICK DR SUITE 205 | ERLANGER | KY | 41018 | NONE | PC | HEALTH | $25,000 | |
| I-5 FREEDOM NETWORK | ||||||||
| 160 AVENIDA GRANADA | SAN CLEMENTE | CA | 92672 | NONE | PC | SOCIAL SERVICES | $12,000 | |
| IEEE FOUNDATION | ||||||||
| 445 HOES LANE | PISCATAWAY | NJ | 08854 | NONE | PC | EDUCATION | $200,000 | |
| INNOVATIVE HOUSING OPPORTUNITIES | ||||||||
| 501 N GOLDEN CIRCLE DR SUITE 100 | SANTA ANA | CA | 92705 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| INQUIRING SYSTEMS INC | ||||||||
| 887 SONOMA AVE 23 | SANTA ROSA | CA | 95404 | NONE | PC | HEALTH | $21,506 | |
| INTEGRATED CENTER FOR GROUP MEDICAL VISITS | ||||||||
| 360 MERRIMACK STREET BUILDING 9 | LAWRENCE | MA | 01843 | NONE | PC | HEALTH | $5,000 | SUITE 100 |
| INTERNATIONAL SANCTUARY | ||||||||
| 17935 SKY PARK CIRCLE SUITE F | IRVINE | CA | 92614 | NONE | PC | SOCIAL SERVICES | $12,000 | |
| IRVINE ICE FOUNDATION | ||||||||
| 300 W LINCOLN AVE | ANAHIEM | CA | 92805 | NONE | PC | SOCIAL SERVICES | $197,730 | |
| ISRAEL LACROSSE ASSOCIATION | ||||||||
| PO BOX 513 | FOXBOROUGH | MA | 02035 | NONE | PC | SOCIAL SERVICES | $2,000 | |
| JAMAICA HOSPITAL MEDICAL CENTER | ||||||||
| 8900 VAN WYCK EXPRESSWAY | JAMAICA | NY | 11418 | NONE | PC | HEALTH | $250,000 | |
| JEWISH COMMUNITY CENTER OF OC | ||||||||
| 1 FEDERATION WAY SUITE 200 | IRVINE | CA | 92603 | NONE | PC | RELIGIOUS | $25,000 | |
| JEWISH COMMUNITY FOUNDATION OF LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90048 | NONE | PC | RELIGIOUS | $500,000 | |
| JEWISH FEDERATION & FAMILY OF OC | ||||||||
| 1 FEDERATION WAY SUITE 210 | IRVINE | CA | 92603 | NONE | PC | RELIGIOUS | $650,000 | |
| JEWISH FUNDERS NETWORK | ||||||||
| 150 WEST 30TH STREET STE 900 | NEW YORK | NY | 10001 | NONE | PC | RELIGIOUS | $625,000 | |
| JOYA SCHOLARS | ||||||||
| PO BOX 1457 | FULLERTON | CA | 92836 | NONE | PC | EDUCATION | $10,000 | |
| JQ INTERNATIONAL | ||||||||
| 801 LARRABEE ST UNIT 10 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | RELIGIOUS | $60,000 | |
| KHS SPORTS GROUP | ||||||||
| 1000 E CERRITOS AVE | ANAHEIM | CA | 92805 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| LATINO COMMUNITY FOUNDATION | ||||||||
| 235 MONTGOMERY ST SUITE 1160 | SAN FRANCISCO | CA | 94104 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| MARCH OF DIMES INC | ||||||||
| PO BOX 18819 | ATLANTA | GA | 31126 | NONE | PC | HEALTH | $1,500 | |
| MARCONI SOCIETY | ||||||||
| 28018 TERRACE DRIVE | NORTH OLMSTED | OH | 44070 | NONE | PC | EDUCATION | $300,000 | |
| MAUI ARTS AND CULTURAL CENTER | ||||||||
| ONE CAMERON WAY | KAHULUI | HI | 96732 | NONE | PC | ARTS | $5,000 | |
| MAUI FOOD BANK | ||||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | NONE | PC | SOCIAL SERVICES | $15,000 | |
| MEDICAL COLLEGE OF VIRGINIA FOUNDATION | ||||||||
| 1228 EAST BROAD STREET BOX 980234 | RICHMOND | VA | 23298 | NONE | PC | HEALTH | $200,000 | |
| MEDISYS HEALTH NETWORK | ||||||||
| C/O JAMAICA HOSPITAL MEDICAL CENTER | JAMAICA | NY | 11418 | NONE | PC | HEALTH | $10,000 | 89-06 135TH STREET SUITE 4N |
| MEOOWZRESQ | ||||||||
| 960 N TUSTIN ST 200 | ORANGE | CA | 92867 | NONE | PC | ENVIRONMENT | $5,000 | |
| MIND OC | ||||||||
| 18650 MACARTHUR BLVD STE 220 | IRVINE | CA | 92612 | NONE | PC | HEALTH | $92,050 | |
| MISSION EDGE | ||||||||
| PO BOX 12319 | SAN DIEGO | CA | 92112 | NONE | PC | SOCIAL SERVICES | $15,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| NAS-NRC PROGRAMS PO BOX 931003 | ATLANTA | GA | 311931003 | NONE | PC | EDUCATION | $325,000 | |
| NATIONAL INDIGENOUS WOMEN'S RESOURCE CENTER | ||||||||
| PO BOX 99 | LAME DEER | MT | 59043 | NONE | PC | SOCIAL SERVICES | $2,000 | |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||
| PMB 16009 | BEAVERTON | OR | 970087015 | NONE | PC | HEALTH | $250,000 | |
| NATIONAL PUBLIC HOUSING MUSEUM | ||||||||
| 625 N KINGSBURY STREET | CHICAGO | IL | 60654 | NONE | PC | SOCIAL SERVICES | $12,500 | |
| OC COMMUNITY FOUNDATION | ||||||||
| 4041 MACARTHUR BLVD 510 | NEWPORT BEACH | CA | 92660 | NONE | PC | SOCIAL SERVICES | $51,150 | |
| OCEAN INSTITUTE | ||||||||
| 24200 DANA POINT HARBOR DR | DANA POINT | CA | 92629 | NONE | PC | EDUCATION | $7,500 | |
| OCSP CAT RESCUE | ||||||||
| 17870 NEWHOPE STREET SUITE 104-138 | FOUNTAIN VALLEY | CA | 92708 | NONE | PC | ENVIRONMENT | $5,000 | |
| OCTANE FOUNDATION FOR INNOVATION | ||||||||
| 65 ENTERPRISE | ALISO VIEGO | CA | 92656 | NONE | PC | HEALTH | $333,000 | |
| OHIO'S HOSPICE OF DAYTON | ||||||||
| 7575 PARAGON RD | DAYTON | OH | 45459 | NONE | PC | HEALTH | $190,000 | |
| OMID MULTICULTURAL INSTITUTE FOR DEVELOPMENT | ||||||||
| 2101 BUSINESS CENTER DR SUITE 150 | IRVINE | CA | 92612 | NONE | PC | HEALTH | $25,000 | |
| ONEOC | ||||||||
| 1901 E FOURTH STREET STE 100 | SANTA ANA | CA | 92705 | NONE | PC | EDUCATION | $130,000 | |
| OPEN GATE INTERNATIONAL | ||||||||
| 350 CLINTON STREET SUITE A | COSTA MESA | CA | 92626 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| ORANGE COAST COLLEGE FOUNDATION | ||||||||
| 2701 FAIRVIEW RD | COSTA MESA | CA | 92626 | NONE | PC | EDUCATION | $171,400 | |
| ORANGE COUNTY ASIAN AND PACIFIC ISLANDER COMMUNITY ALLIANCE | ||||||||
| 12912 BROOKHURST ST SUITE 410 | GARDEN GROVE | CA | 92840 | NONE | PC | SOCIAL SERVICES | $40,000 | |
| ORANGE COUNTY BIRD OF PREY CENTER | ||||||||
| 25422 TRABUCO ROAD 105-541 | LAKE FOREST | CA | 926302797 | NONE | PC | EDUCATION | $6,000 | |
| ORANGE COUNTY COMMUNITY FOUNDATION | ||||||||
| 4041 MACARTHER BLVD STE 510 | NEWPORT BEACH | CA | 92660 | NONE | PC | SOCIAL SERVICES | $2,600 | |
| ORANGE COUNTY CONGREGATION COMMUNITY ORGANIZATION | ||||||||
| PO BOX 190 | ANAHEIM | CA | 92815 | NONE | PC | SOCIAL SERVICES | $25,000 | |
| ORANGE COUNTY JAPANESE AMERICAN ASSOCIATION | ||||||||
| 17332 IRVINE BLVD SUITE 160 | TUSTIN | CA | 92780 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| ORANGE COUNTY PUBLIC LIBRARY FOUNDATION | ||||||||
| 1751 S ELK LANE | SANTA ANA | CA | 92705 | NONE | PC | EDUCATION | $10,000 | |
| ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION | ||||||||
| 1010 N MAIN STREET | SANTA ANA | CA | 92701 | NONE | PC | EDUCATION | $108,500 | |
| ORANGE COUNTY UNITED WAY | ||||||||
| 18012 MITCHELL AVE SOUTH | IRVINE | CA | 92614 | NONE | PC | SOCIAL SERVICES | $112,000 | |
| ORANGE COUNTY WALK TO REMEMBER | ||||||||
| DBA FOREVER FOOTPRINTS 1944 NORTH | ORANGE | CA | 92865 | NONE | PC | HEALTH | $5,000 | TUSTIN STREET |
| ORANGEWOOD FOUNDATION | ||||||||
| 1575 EAST 17TH STREET | SANTA ANA | CA | 92705 | NONE | PC | SOCIAL SERVICES | $296,927 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | RELIGIOUS | $950,968 | |
| PANZI FOUNDATION | ||||||||
| 1120 20TH ST NW SUITE 500 NORTH | WASHINGTON | DC | 20036 | NONE | PC | SOCIAL SERVICES | $2,000 | |
| PATHWAYS TO INDEPENDENCE | ||||||||
| PO BOX 43 | LOS ALAMITOS | CA | 90720 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| PATIENT CENTERED PRIMARY CARE FOUNDATION | ||||||||
| 601 13TH STREET NW SUITE 430N | WASHINGTON | DC | 20005 | NONE | PC | HEALTH | $75,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | RELIGIOUS | $399,778 | |
| PEN AMERICA | ||||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | NONE | PC | EDUCATION | $5,000 | |
| PHILADELPHIA MURAL ARTS ADVOCATES | ||||||||
| 1727-29 MT VERNON ST | PHILADELPHIA | PA | 19130 | NONE | PC | ARTS | $10,000 | |
| PIONEER VPO | ||||||||
| 4810 POINT FOSDICK DR PMB 292 | GIG HARBOR | WA | 98335 | NONE | PC | EDUCATION | $5,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | HEALTH | $276,500 | |
| PLANNED PARENTHOOD MAR MONTE | ||||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95162 | NONE | PC | HEALTH | $50,000 | |
| PLANNED PARENTHOOD OF ORANGE AND SAN BERNARDINO COUNTIES | ||||||||
| 801 E KATELLA AVE | ANAHEIM | CA | 92805 | NONE | PC | HEALTH | $2,000 | |
| PRETEND CITY CHILDREN'S MUSEUM | ||||||||
| 29 HUBBLE | IRVINE | CA | 92618 | NONE | PC | EDUCATION | $5,000 | |
| PRINCE WILLIAM CONSERVATION ALLIANCE | ||||||||
| PO BOX 6351 | WOODBRIDGE | VA | 22195 | NONE | PC | ENVIRONMENT | $5,000 | |
| PRO-CHOICE ARIZONA | ||||||||
| 4141 N 32ND STREET 105 | PHOENIX | AZ | 85018 | NONE | PC | HEALTH | $5,000 | |
| PROJECT O | ||||||||
| 878 CLIFF DR | LAGUNA BEACH | CA | 92651 | NONE | PC | ENVIRONMENT | $2,000 | |
| PURDY ELEMENTARY PTA | ||||||||
| 13815 62ND AVE NW | GIG HARBOR | WA | 98332 | NONE | PC | EDUCATION | $5,000 | |
| QUAN AM BUDHIST MEDITATION | ||||||||
| 12670 18TH STREET | REDLANDS | CA | 92373 | NONE | PC | RELIGIOUS | $2,000 | |
| RABBI PESACH RAYMON YESHIVA | ||||||||
| 2 HARRISON STREET | EDISON | NJ | 088172907 | NONE | PC | RELIGIOUS | $9,500 | |
| RAINFOREST FOUNDATION US | ||||||||
| POBOX 26908 | BROOKLYN | NY | 11202 | NONE | PC | ENVIRONMENT | $100,000 | |
| RAND CORPORATION | ||||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 904072138 | NONE | PC | HEALTH | $311,613 | |
| ROOM TO READ | ||||||||
| 465 CALIFORNIA STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | NONE | PC | EDUCATION | $5,000 | |
| SALVATION ARMY ORANGE COUNTY | ||||||||
| 10200 PIONEER ROAD | TUSTIN | CA | 92782 | NONE | PC | SOCIAL SERVICES | $1,000,000 | |
| SAMUELI ACADEMY | ||||||||
| 1901 N FAIRVIEW STREET | SANTA ANA | CA | 92706 | NONE | PC | EDUCATION | $105,000 | |
| SAN CLEMENTE AQUATIC TEAM CORPORATION | ||||||||
| PO BOX 73666 | SAN CLEMENTE | CA | 92673 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| SAN CLEMENTE MILITARY FAMILY OUTREACH | ||||||||
| 2001 CALLE FRONTERA | SAN CLEMENTE | CA | 92673 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| PO BOX 3489 | NEWTON | CT | 06470 | NONE | PC | HEALTH | $2,500 | |
| SANTA CLARA UNIVERSITY SCHOOL OF LAW | ||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PC | EDUCATION | $4,000 | |
| SCAD RESEARCH INC | ||||||||
| 10115 E BELL ROAD SUITE 107-127 | SCOTTSDALE | AZ | 85260 | NONE | PC | HEALTH | $7,500 | |
| SEGERSTROM CENTER FOR THE ARTS | ||||||||
| SEGERSTROM HALL 600 TOWN CENTER | COSTA MESA | CA | 92626 | NONE | PC | ARTS | $50,000 | DRIVE |
| SESAME WORKSHOP | ||||||||
| PO BOX 21609 | NEW YORK | NY | 10087 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES | ||||||||
| PO BOX 4569 | ARCATA | CA | 95518 | NONE | PC | SOCIAL SERVICES | $50,000 | |
| SHARE FOOD PROGRAM | ||||||||
| 2901 W HUNTING PARK AVE | PHILADELPHIA | PA | 19129 | NONE | PC | HEALTH | $10,000 | |
| SIERRA HEALTH FOUNDATION CENTER FOR HEALTH | ||||||||
| PROGRAM MANAGEMENT 1321 GARDEN | SACRAMENTO | CA | 95833 | NONE | PC | ENVIRONMENT | $260,000 | HIGHWAY |
| SIERRA VISTA ELEMENTARY PTA | ||||||||
| 1811 NORTH PLACENTIA AVE | PLACENTIA | CA | 92870 | NONE | PC | EDUCATION | $2,500 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | NONE | PC | SOCIAL SERVICES | $50,000 | |
| SOCIAL GOOD FUND | ||||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | NONE | PC | SOCIAL SERVICES | $210,000 | |
| SOCIAL IMPACT FUND | ||||||||
| 750 W 7TH STREET PO BOX 811026 | LOS ANGELES | CA | 90081 | NONE | PC | HEALTH | $2,000 | |
| SOCIETY FOR INTEGRATIVE ONCOLOGY | ||||||||
| 4301 50TH STREET NW SUITE 300 PMB | WASHINGTON | DC | 20016 | NONE | PC | HEALTH | $200,000 | 1032 |
| SOCIETY FOR SCIENCE | ||||||||
| 1719 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | EDUCATION | $25,000 | |
| SOGOREA TE' LAND TRUST | ||||||||
| 2501 HARRISON STREET | OAKLAND | CA | 94612 | NONE | PC | ENVIRONMENT | $100,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 NORTH ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | NONE | PC | SOCIAL SERVICES | $7,333 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | ARTS | $1,000 | |
| ST MARGARET'S EPISCOPAL SCHOOL | ||||||||
| 31641 LA NOVIA | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | EDUCATION | $15,000 | |
| STANDWITHUS | ||||||||
| 6505 WILSHIRE BLVD 5TH FLOOR | LOS ANGELES | CA | 90048 | NONE | PC | RELIGIOUS | $150,000 | |
| STARS & STRIPES CHILDREN'S FOUNDATION | ||||||||
| 8149 SPECTRUM | IRVINE | CA | 92618 | NONE | PC | SOCIAL SERVICES | $25,000 | |
| STEM NEXT OPPORTUNITY FUND | ||||||||
| 2305 HISTORIC DECATUR ROAD SUITE | SAN DIEGO | CA | 92106 | NONE | PC | EDUCATION | $100,000 | 100 |
| STUDENTS RUN LA | ||||||||
| 5252 CREBS AVENUE | TARZANA | CA | 91356 | NONE | PC | SOCIAL SERVICES | $2,500 | |
| SURFRIDER FOUNDATION | ||||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | NONE | PC | ENVIRONMENT | $7,500 | |
| TARBUT V' TORAH | ||||||||
| 5 FEDERATION WAY | IRVINE | CA | 92603 | NONE | PC | EDUCATION | $25,000 | |
| TELLURIDE FOUNDATION | ||||||||
| PO BOX 4222 | TELLURIDE | CO | 81435 | NONE | PC | SOCIAL SERVICES | $30,000 | |
| TELLURIDE SCIENCE RESEARCH CENTER | ||||||||
| PO BOX 2429 | TELLURIDE | CO | 81435 | NONE | PC | EDUCATION | $117,069 | |
| TEMPLE BETH EL | ||||||||
| 2A LIBERTY | ALISO VIEJO | CA | 926563372 | NONE | PC | RELIGIOUS | $140,000 | |
| TEMPLE MICAH | ||||||||
| 2829 WISCONSIN AVE NW | WASHINGTON | DC | 20007 | NONE | PC | RELIGIOUS | $2,000 | |
| TESLA SCIENCE CENTER AT WARDENCLYFFE | ||||||||
| PO BOX 552 | SHOREHAM | NY | 11786 | NONE | PC | EDUCATION | $126,000 | |
| THE 1939 CLUB | ||||||||
| 369 SOUTH DOHENY DRIVE 1402 | BEVERLY HILLS | CA | 90211 | NONE | PC | RELIGIOUS | $650 | |
| THE ASPEN INSTITUTE INC | ||||||||
| 2300 N STREET SUITE 700 | WASHINGTON | DC | 20037 | NONE | PC | EDUCATION | $100,000 | |
| THE ASSOCIATION OF FUNDRAISING PROFESSIONALS | ||||||||
| PO BOX 8133 | FOUNTAIN VALLEY | CA | 92728 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| THE BRIGID ALLIANCE | ||||||||
| PO BOX 58 | NEW YORK | NY | 10024 | NONE | PC | HEALTH | $5,000 | |
| THE ECOLOGY CENTER | ||||||||
| 32701 ALIPAZ STEET | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | ENVIRONMENT | $5,000 | |
| THE GREATER WASHINGTON JEWISH COALITION AGAINST DOMESTIC ABUSE | ||||||||
| PO BOX 2266 | ROCKVILLE | MD | 20847 | NONE | PC | RELIGIOUS | $5,000 | |
| THE NATIONAL ACADEMY OF ENGINEERING | ||||||||
| OFFICE OF DEVELOPMENT PO BOX 936138 | ATLANTA | GA | 311936135 | NONE | PC | EDUCATION | $10,000 | |
| THE NATIONAL INSTITUTE FOR SCIENCE LAW AND PUBLIC POLICY INC | ||||||||
| 5614 CONNECTICUT AVE NW 339 | WASHINGTON | DC | 20015 | NONE | PC | HEALTH | $60,000 | |
| THE RESCUE HOUSE | ||||||||
| 1150 GARDEN VIEW ROAD 231 | ENCINITAS | CA | 92023 | NONE | PC | ENVIRONMENT | $10,000 | |
| THE RINKS FOUNDATION | ||||||||
| 888 RIDGE VALLEY | IRVINE | CA | 92618 | NONE | PC | SOCIAL SERVICES | $898,875 | |
| THE SHERMAN FOUNDATION | ||||||||
| 567 SAN NICOLAS DRIVE 220 | NEWPORT BEACH | CA | 92660 | NONE | PC | EDUCATION | $5,000 | |
| THE TRANSLATIN COALITION | ||||||||
| 3055 WILSHIRE BLVD SUITE 350 | LOS ANGELES | CA | 90010 | NONE | PC | SOCIAL SERVICES | $75,000 | |
| THE TRUSTEES OF THE LAWRENCEVILLE SCHOOL | ||||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PC | EDUCATION | $5,000 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 125 S 9TH STREET SUITE 600 | PHILADELPHIA | PA | 19107 | NONE | PC | HEALTH | $10,000 | |
| TIDES CENTER | ||||||||
| PO BOX 889389 | LOS ANGELES | CA | 900889389 | NONE | PC | EDUCATION | $210,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 889389 | LOS ANGELES | CA | 900889389 | NONE | PC | SOCIAL SERVICES | $300,000 | |
| TRANS LIFELINE | ||||||||
| 548 MARKET STREET PMB 15337 | SAN FRANCISCO | CA | 941045401 | NONE | PC | SOCIAL SERVICES | $30,250 | |
| UC BERKELEY FOUNDATION | ||||||||
| 1995 UNIVERSITY AVENUE SUITE 400 | BERKELEY | CA | 947041070 | NONE | PC | EDUCATION | $4,000 | |
| UCI FOUNDATION | ||||||||
| 903 W PELTASON | IRVINE | CA | 92697 | NONE | PC | RELIGIOUS | $860,598 | |
| UCLA FOUNDATION | ||||||||
| PO BOX 7145 | PASADENA | CA | 911097145 | NONE | PC | EDUCATION | $1,262,142 | |
| UCSF FOUNDATION | ||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 941450339 | NONE | PC | HEALTH | $15,000 | |
| UNITED COMMUNITY | ||||||||
| 7511 FORDSON ROAD | ALEXANDRIA | VA | 22306 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| UNITED STATES NAVAL ACADEMY FOUNDATION | ||||||||
| 274 WOOD RD | ANNAPOLIS | MD | 21402 | NONE | PC | EDUCATION | $5,000 | |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION | ||||||||
| 100 CARLSON AVE BLDG 12 | NEWTON | MA | 02459 | NONE | PC | EDUCATION | $12,500 | |
| URGE UNITE FOR REPRODUCTIVE & GENDER EQUITY | ||||||||
| 1012 14TH STREET NW SUITE 305 | WASHINGTON | DC | 20005 | NONE | PC | HEALTH | $200,000 | |
| USA WARRIORS ICE HOCKEY PROGRAM | ||||||||
| 13424 QUERY MILL ROAD | NORTH POTOMAC | MD | 208783962 | NONE | PC | SOCIAL SERVICES | $3,500 | |
| USA WATER POLO | ||||||||
| 6 MORGAN SUITE 150 | IRVINE | CA | 92618 | NONE | PC | SOCIAL SERVICES | $2,700 | |
| USC LEONARD DAVIS SCHOOL OF GERONTOLOGY | ||||||||
| 3715 MCCLINTOCK AVENUE SUITE 110 | LOS ANGELES | CA | 90089 | NONE | PC | HEALTH | $15,000 | |
| VANGUARD UNIVERSITY | ||||||||
| 55 FAIR DRIVE | COSTA MESA | CA | 92706 | NONE | PC | SOCIAL SERVICES | $12,000 | |
| WASHINGTON DRAMA SOCIETY INC | ||||||||
| DBA ARENA STAGE 1101 SIXTH STREET | WASHINGTON | DC | 20024 | NONE | PC | ARTS | $5,000 | SW |
| WISEPLACE | ||||||||
| 1411 N BROADWAY | SANTA ANA | CA | 927063904 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| WOODSTOCK TIMEBANK | ||||||||
| CROSIER MILLS ENTERPRISE CENTER 601 | UPLAND | PA | 19015 | NONE | PC | HEALTH | $10,000 | UPLAND AVE SUITE 214 |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVENW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | HEALTH | $7,500 | |
| WORLD WILDLIFE FUND | ||||||||
| ATTN ACCOUNTING 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | ENVIRONMENT | $5,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 75816 | TOPEKA | KS | 666758516 | NONE | PC | HEALTH | $1,000 | |
| YOUNG ISRAEL SHOMRAI EMUNAH | ||||||||
| 1132 ARCOLA AVE | SILVER SPRING | MD | 20902 | NONE | PC | RELIGIOUS | $5,000 | |
| YOUNG LIVES REDEEMED | ||||||||
| 1105 EAST COMMONWEALTH AVE SUITE | FULLERTON | CA | 92831 | NONE | PC | SOCIAL SERVICES | $12,000 | A-2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,888,994 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,038 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,874 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $128,912 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,912 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S95NGT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S PHILLIPS AVENUE SUITE 200 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $52,993,980 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCKS | NoncashPropertyDesc |
| Fair Market Value | $52,993,980 | FairMarketValueAmt |
| Received | 2022-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,880 | Amt |
| Net Investment Income | $6,470 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,352 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| SOFTWARE - WEBSITE | 2008-01-11 | $14,700 | $14,700 | SL | 3.000000000000 | $0 | $0 | |
| SOFTWARE - IOS APP | 2012-12-01 | $6,000 | $6,000 | SL | 3.000000000000 | $0 | $0 | |
| GRANTMAKING WEBSITE | 2013-09-12 | $3,500 | $3,500 | SL | 3.000000000000 | $0 | $0 | |
| GRANTMAKING WEBSITE | 2013-10-03 | $3,695 | $3,695 | SL | 3.000000000000 | $0 | $0 | |
| DELL COMPUTERS WK & MF - DESKTOP | 2019-01-11 | $2,463 | $2,463 | SL | 3.000000000000 | $0 | $0 | |
| DELL MARKETING - DELL DESKTOP GERALD | 2019-04-22 | $1,214 | $1,113 | SL | 3.000000000000 | $101 | $0 | |
| SURFACE LAPTOP - VICTORIA TORRES | 2019-05-10 | $1,723 | $1,531 | SL | 3.000000000000 | $96 | $0 | |
| TV SCREENS | 2019-06-03 | $3,233 | $2,785 | SL | 3.000000000000 | $448 | $0 | |
| BLACKBAUD SOFTWARE | 2019-09-30 | $1,687 | SL | $0 | $0 | 0.000000000000 | ||
| BLACKBAUD SOFTWARE | 2019-10-31 | $1,687 | SL | $0 | $0 | 0.000000000000 | ||
| BLACKBAUD SOFTWARE | 2020-03-31 | $175 | SL | $0 | $0 | 0.000000000000 | ||
| DELL XPS 13 LAPTOP - GS | 2020-01-31 | $2,070 | $1,380 | SL | 3.000000000000 | $690 | $0 | |
| DELL LAPTOP - LAYLAH BULMAN | 2020-02-23 | $2,048 | $1,309 | SL | 3.000000000000 | $683 | $0 | |
| DELL LAPTOP - MICHELLE FREEMAN | 2020-09-20 | $2,086 | $927 | SL | 3.000000000000 | $695 | $0 | |
| LAPTOP - WAYAN KAUFMAN | 2021-06-27 | $1,690 | $282 | SL | 3.000000000000 | $563 | $0 | |
| XPS13 9380 (D CAVAROCCHI) | 2019-09-10 | $1,087 | $652 | NC | 1.000000000000 | $435 | $0 | |
| DELL XPS 13 (J DORR) | 2019-10-03 | $1,231 | $703 | NC | 1.000000000000 | $528 | $0 | |
| LATITUDE 7400 BTX (L ROBINSON) | 2020-02-13 | $1,422 | $682 | NC | 1.000000000000 | $683 | $0 | |
| LATITUDE 7400 BTX (J WALTERS) | 2020-09-10 | $966 | $363 | NC | 1.000000000000 | $363 | $0 | |
| DELL XPS 15" LAPTOP WJ | 2021-07-05 | $2,362 | $394 | NC | 1.000000000000 | $787 | $0 | |
| LENOVA IDAPAD SLIM - WJ | 2021-12-17 | $1,082 | $31 | SL | 3.000000000000 | $360 | $0 | |
| LENOVA LAPTOP VICOTRIA | 2022-02-15 | $1,512 | SL | 3.000000000000 | $504 | $0 | ||
| DELL COMPUTER MONITOR - LINDSEY | 2022-04-01 | $522 | SL | 3.000000000000 | $131 | $0 | ||
| DELL XPS COMPUTER - LINDSEY | 2022-04-01 | $2,160 | SL | 3.000000000000 | $540 | $0 | ||
| LENOVA LAPTOP KATIE BOND | 2022-07-17 | $1,161 | SL | 3.000000000000 | $193 | $0 | ||
| DELL MONITOR KATIE BOND | 2022-07-29 | $1,072 | SL | 3.000000000000 | $149 | $0 | ||
| DELL DESKTOP OPTIPLEX 7090 SMALL FORM LINSEY SPINDLE | 2022-07-30 | $1,289 | SL | 3.000000000000 | $179 | $0 | ||
| APPLE IPAD & KEYBOARD KATIE BOND | 2022-08-12 | $2,210 | SL | 3.000000000000 | $307 | $0 | ||
| MACBOOK AIR KATIE BOND | 2022-08-10 | $1,296 | SL | 3.000000000000 | $180 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | DISPOSAL OF ASSETS | AssetDesc |
| Acquired | 2022-01 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2022-12 | SoldDt |
| Gross Sales Price | $2,870 | GrossSalesPriceAmt |
| Basis | $8,686 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$5,816 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| PART XII | STATEMENT/ELECTION TO TREAT PRIVATE FOUNDATION AS A CONDUIT FOUNDATIONPURSUANT TO IRC SECTION 170(B)(1)(F) AND REG. SECTION 1.170A-9(H)(2), THE SAMUELI FOUNDATION HEREBY ELECTS TO BE TREATED AS A "CONDUIT" FOUNDATION FOR THE 2022 TAX YEAR. THE FOLLOWING ARE DISTRIBUTIONS MADE OUT OF CORPUS PURSUANT TO IRC SECTION 4942(H):2021 - $814,8252022 - $23,782,592 |
| PART XII | ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONSPURSUANT TO REG. SECTION 53.4942(A)-3(C)(2)(IV), THE SAMUELI FOUNDATION HEREBY ELECTS TO TREAT, AS CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR TAX YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. SECTION 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEAR: 2021 - $814,8252022 - $23,782,592 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| SOFTWARE - WEBSITE | $14,700 | $14,700 | $0 |
| SOFTWARE - IOS APP | $6,000 | $6,000 | $0 |
| GRANTMAKING WEBSITE | $3,500 | $3,500 | $0 |
| GRANTMAKING WEBSITE | $3,695 | $3,695 | $0 |
| TV SCREENS | $3,233 | $3,233 | $0 |
| DELL XPS 13 LAPTOP - GS | $2,070 | $2,070 | $0 |
| DELL LAPTOP - LAYLAH BULMAN | $2,048 | $1,992 | $56 |
| DELL LAPTOP - MICHELLE FREEMAN | $2,086 | $1,622 | $464 |
| LAPTOP - WAYAN KAUFMAN | $1,690 | $845 | $845 |
| LENOVA LAPTOP VICOTRIA | $1,512 | $504 | $1,008 |
| DELL COMPUTER MONITOR - LINDSEY | $522 | $131 | $391 |
| DELL XPS COMPUTER - LINDSEY | $2,160 | $540 | $1,620 |
| DELL MONITOR KATIE BOND | $1,072 | $149 | $923 |
| DELL DESKTOP OPTIPLEX 7090 SMALL FORM LINSEY SPINDLE | $1,289 | $179 | $1,110 |
| MACBOOK AIR KATIE BOND | $1,296 | $180 | $1,116 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $86,972 | LegalFeesAmt |
| Net Investment Income | $21,743 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,789 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $209 | $757 | $757 |
| DEPOSIT | $9,866 | $9,866 | $9,866 |
| DUE FROM RELATED ENTITIES | $2,870 | $2,870 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RESEARCH AND DEVELOPMENT | $206,506 | $0 | $206,506 |
| OFFICE EXPENSE | $58,310 | $28,992 | $327 |
| INSURANCE | $148,232 | $45,808 | $75,487 |
| POSTAGE | $226 | $113 | $0 |
| TELEPHONE AND INTERNET | $13,842 | $1,981 | $9,879 |
| BENEFIT PLAN ADMINISTRATION | $3,055 | $305 | $2,444 |
| PAYROLL PROCESSING | $7,393 | $739 | $5,915 |
| CUSTODIAL FEES | $500 | $125 | $250 |
| DUES AND SUBSCRIPTIONS | $8,959 | $0 | $8,959 |
| RECRUITING | $97,751 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $1,830 | BOYBookValueAmt |
| EOY Book Value | $2,055 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $2,389,028 | $0 | $2,389,028 |
| OUTSIDE SERVICES | $8,810 | $0 | $8,810 |
| MANAGEMENT FEES | $64,922 | $0 | $12,984 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $701,000 | $0 | $0 |
| TAXES & LICENSES | $517 | $0 | $0 |
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