WURWAND FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WURWAND FOUNDATION (EIN 47-4821139)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349102741
- 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
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T11:51:40-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SPECTRUM CENTER DRIVE STE 1000 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | 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 | 474821139 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wurwand Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VALERIE LOPEZ | InCareOfNm |
| Business Name Control | WURW | BusinessNameControlTxt |
| Phone | 8187891179 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16830 Ventura Blvd Suite 501 | AddressLine1Txt |
| City | Encino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Raymond Wurwand | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3107344346 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Raymond | PersonFirstNm |
| Person Last | Wurwand | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY M RAVENELL | PreparerPersonNm |
| PTIN | P00108547 | PTIN |
| Phone | 9492612808 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $62,732,420 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,242,531 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,242,531 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,242,531 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,038,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,993,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,662,812 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,650 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,650 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,650 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,284,854 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,908,993 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,246,181 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $123,632 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $123,632 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $569 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,164 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,082 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,082 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $67,410 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67,410 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,737 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $314,763 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175,772 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $124,271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $549,275 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $263,264 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $267,985 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,041,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,041,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,590,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $263,264 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,309,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $694,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,645,729 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,246,181 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,623,312 | CashBOYAmt |
| Cash EOY | $2,359,125 | CashEOYAmt |
| Cash EOYFMV | $2,359,125 | CashEOYFMVAmt |
| US Government Obligations BOY | $3,453,291 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,471,261 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,479,522 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $3,072,670 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,790,904 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,869,348 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $45,319,561 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,495,603 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,906,125 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $71,950 | OtherAssetsBOYAmt |
| Other Assets EOY | $118,300 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $118,300 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $60,540,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,235,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,732,420 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $60,540,784 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $61,235,193 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,540,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,235,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,540,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,235,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,540,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $694,409 | ExcessRevenueOverExpensesAmt |
| Subtotal | $61,235,193 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $61,235,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CITY NATIONAL BANK SHORT TERM SALES | P | 2022-07-01 | 2022-12-31 | $19,514,771 | $20,853,892 | -$1,339,121 | -$1,339,121 |
| CITY NATIONAL BANK LONG TERM SALES | P | 2020-01-01 | 2022-12-31 | $28,557,293 | $27,725,617 | $831,676 | $831,676 |
| CITY NATIONAL BANK LONG TERM SALES | D | 2017-12-22 | 2022-12-31 | $3,540,988 | $1,596,815 | $1,944,173 | $1,944,173 |
| CITY NATIONAL BANK LONG TERM SALES | D | 2019-12-23 | 2022-12-31 | $380,452 | $154,368 | $226,084 | $226,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,662,812 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,676 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $50,676 | SubtotalAmt |
| Tax Based On Investment Income | $50,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $72,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,324 | OverpaymentAmt |
| Applied To ES Tax | $21,324 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALERIE LOPEZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3107344346 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1026 Montana Avenue | AddressLine1Txt |
| City | Santa Monica | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Raymond L Wurwand | ||||||||
| 16830 Ventura Blvd Suite 501 | Encino | CA | 91436 | President | 1.0 | $0 | $0 | $0 |
| Jane D Wurwand | ||||||||
| 16830 Ventura Blvd Suite 501 | Encino | CA | 91436 | Secretary | 5.0 | $0 | $0 | $0 |
| Marsha Olson | ||||||||
| 1026 Montana Avenue | Santa Monica | CA | 90403 | Director of Community Part | 40.0 | $123,632 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blank Space | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1026 Montana Avenue | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Consulting Services | ServiceTypeTxt |
| Compensation | $77,583 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $65,329,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,387,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,716,465 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,716,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,000,747 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,715,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,285,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,285,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,676 | TotalTaxAmt |
| Distributable Before Adj | $3,235,110 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,235,110 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,235,110 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,309,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,309,155 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,235,110 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,297,208 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $3,309,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,297,208 | AppliedToYear1Amt |
| Applied To Current Year | $11,947 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $3,223,163 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAYMOND L WURWAND | ContributingManagerNm |
| Contributing Manager | JANE D WURWAND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Best Friends Animal Society | ||||||||
| 15321 Brand Blvd | Mission Hills | CA | 91345 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $350 | |
| Brentwood Country Club Employee Scholarship Fund | ||||||||
| 590 S Burlingame Ave | Los Angeles | CA | 90049 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| California Community Foundation | ||||||||
| 221 S Figueroa St 400 | Los Angeles | CA | 90012 | None | PC | Donor Advised Fund to be used to contribute to cha | $1,890,000 | |
| A Place Called Home | ||||||||
| 2830 S CENTRAL AVENUE | LOS ANGELES | CA | 90011 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| Allies in Arts | ||||||||
| PO BOX 39875 | LOS ANGELES | CA | 90039 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,000 | |
| ALMA Backyard Farms | ||||||||
| 801 E REDONDO BEACH | COMPTON | CA | 90220 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| Aviva Family and Children's Services | ||||||||
| 7210 FRANKLIN AVE | LOS ANGELES | CA | 90046 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| BARCS Animal Shelter | ||||||||
| 2490 Giles Rd | Baltimore | MD | 21225 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $500 | |
| Cal State LA University Auxiliary Services | ||||||||
| 1994 Paseo Rancho Castilla | Los Angeles | CA | 90032 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $100,000 | |
| Chicano Latino Youth Leadership Project Inc | ||||||||
| 1130 K St LL80 | Sacramento | CA | 95814 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| Child Development Institute | ||||||||
| 18050 Vanowen St | Reseda | CA | 91335 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| Children's Burn Foundation | ||||||||
| 5000 Van Nuys Blvd Suite 210 | Sherman Oaks | CA | 91403 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,000 | |
| Clinton Foundation | ||||||||
| 55 West 125th Street 14th Floor | New York | NY | 10027 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $4,170 | |
| CSUN Foundation | ||||||||
| 18111 Nordhoff Street | Northridge | CA | 913308296 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $75,000 | University Hall |
| Direct Relief | ||||||||
| 6100 Wallace Becknell Road | Santa Barbara | CA | 93117 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $40,000 | |
| Downtown Women's Center | ||||||||
| 442 S San Pedro Street | Los Angeles | CA | 90013 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $50,000 | |
| Edward Charles Foundation | ||||||||
| 269 S Beverly Hills Dr 338 | Beverly Hills | CA | 90212 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $25,000 | |
| Entrepreneurship Funders Network | ||||||||
| 22 Aurora Street | Hudson | OH | 44236 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| Everychild Foundation | ||||||||
| PO Box 1808 | Pacific Palisades | CA | 90272 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $6,000 | |
| Feminist Center for Creative Work | ||||||||
| 1800 S Brand Blvd Suite 111 | Glendale | CA | 91204 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| Fractured Atlas | ||||||||
| PO Box 55 | Hartsdale | NY | 10530 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| Hope of the Valley Rescue Mission | ||||||||
| 16641 Roscoe Place | North Hills | CA | 91343 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $7,500 | |
| Impact Personal Safety | ||||||||
| PO Box 931541 | Los Angeles | CO | 90093 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $500 | |
| Inner-City Arts | ||||||||
| 720 Kohler Street | Los Angeles | CA | 90021 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| Jewish Center for Justice | ||||||||
| 11960 Sunset Blvd | Los Angeles | CA | 90049 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $85,000 | |
| Los Angeles Jewish Home For The Aging | ||||||||
| 6505 Wilshire Blvd Suite 1200 | Los Angeles | CA | 90048 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| Loving Hands Children's Home | ||||||||
| PO Box 48004 | Los Angeles | CA | 90048 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| Integrative Medicine Foundation | ||||||||
| 6400 East Galbraith Road | Cincinnati | OH | 45236 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| Million Little | ||||||||
| 25050 Kearny Ave 113 | Santa Clarita | CA | 91355 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| Multicultural Women Exec Leadership Foundation | ||||||||
| 5042 Wilsher Blvd 32104 | Los Angeles | CA | 90036 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $50,000 | |
| National Alliance on Mental Illness Baltimore | ||||||||
| 2601 N Howard Street Suite 130 | Baltimore | CA | 21218 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| National Latina Business Women Association | ||||||||
| 2830 S Central Avenue | Los Angeles | CA | 90011 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| Phoenix Wildlife Center | ||||||||
| 4700 Sweet Air Rd | Baldwin | MD | 21013 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $150 | |
| Our House | ||||||||
| 1663 Sawtelle Blvd Suite 300 | Los Angeles | CA | 90025 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| Pacific Community Ventures | ||||||||
| 1714 Franklin Street Suite 100 34 | Oakland | CA | 94612 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $150,000 | |
| PFLAG Los Angeles | ||||||||
| 1760 N Vermont Avenue | Los Angeles | CA | 90027 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| Pico Union Project | ||||||||
| 1153 Valencia St | Los Angeles | CA | 90015 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| Public Media Group of Southern California | ||||||||
| 2900 W Alameda Ave Suite 600 | Burbank | CA | 91505 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $120,000 | |
| Saban Community Clinic | ||||||||
| 8405 Beverly Blvd | Los Angeles | CA | 90048 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $50,000 | |
| Share Our Strength | ||||||||
| 1030 15th Street NW Suite 1100 W | Washington | DC | 20005 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| Skirball Cultural Center | ||||||||
| 2701 N Sepulveda Blvd | Los Angeles | CA | 90049 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $10,000 | |
| Small Business Majority | ||||||||
| 1015 15th Street NW Suite 450 | Washington | DC | 20005 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $75,000 | |
| StartOut Los Angeles | ||||||||
| Four Embarcadero Center Suite 1400 | San Francisco | CA | 94111 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| Sustainable Economic Enterprises of Los Angeles | ||||||||
| 1125 W 6th Street | Los Angeles | CA | 90017 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| The Jewish Federation | ||||||||
| 6505 Wilshire Blvd 100RB | Los Angeles | CA | 90048 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $6,000 | |
| Los Angeles House of Ruth | ||||||||
| PO Box 33288 | Los Angeles | CA | 90033 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| Los Angeles LGBT Center | ||||||||
| 1118 N McCadden Place | Los Angeles | CA | 90038 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| The Petey Greene Program | ||||||||
| 22 Stockton Street | Princeton | NJ | 08540 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $500 | |
| The Sam Initiative | ||||||||
| 221 S Figueroa St 400 | Los Angeles | CA | 90012 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| TMC Community Capital | ||||||||
| 1611 Telegraph Ave Suite 504 | Oakland | CA | 94612 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $125,000 | |
| The Translatin Coalition | ||||||||
| 3055 Wilshire Blvd Ste 350 | Los Angeles | CA | 90010 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| TSC Alliance | ||||||||
| 8737 Colesville Road 400 | Silver Spring | MD | 20910 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| UCLA Foundation | ||||||||
| 10920 Wilshire Blvd Suite 900 | Los Angeles | CA | 90024 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $25,000 | |
| UNHCR | ||||||||
| 1310 L St NW Ste 450 | Washington | DC | 20005 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| University of Southern California | ||||||||
| USC Office of Admission | Los Angeles | CA | 90089 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $50,000 | 3601 South Flower Room 112 |
| Village for Vets | ||||||||
| 149 S Barrington Ave 640 | Los Angeles | CA | 90049 | None | PC | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,041,170 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,242,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,051,846 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,298,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,298,027 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Raymond and Jane Wurwand | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16830 Ventura Blvd 501 | AddressLine1Txt |
| City | Encino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40,164 | Amt |
| Net Investment Income | $20,082 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,082 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,790,904 | EOYBookValueAmt |
| EOYFMV | $4,869,348 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,471,261 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,479,522 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY SECURITIES | AT COST | $35,056,455 | $38,027,520 |
| MUTUAL FUNDS | AT COST | $9,439,148 | $7,878,605 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $569 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Earned Interest in Transit | Desc |
| BOY Book Value | $71,950 | BOYBookValueAmt |
| EOY Book Value | $118,300 | EOYBookValueAmt |
| EOYFMV | $118,300 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $175,772 | $175,772 | |
| MANAGEMENT FEES AND CONSULTING | $125,939 | $124,271 | |
| Business Licenses & Permits | $475 | ||
| Dues and Subscriptions | $493 | ||
| Office expense | $5,642 | ||
| Meals | $480 | ||
| Liability Insurance | $5,962 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $3,650 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,650 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes | $4,893 | $4,893 |
| Federal Taxes | $62,517 | $62,517 |
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