PERENCHIO FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PERENCHIO FOUNDATION (EIN 45-0607892)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-16
- IRS object ID
- 202313209349101781
- 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
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-16T20:54:27-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 W COLORADO BLVD 5TH FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 | 450607892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERENCHIO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DANIEL CHAE | InCareOfNm |
| Business Name Control | PERE | BusinessNameControlTxt |
| Phone | 3105567600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 MILLER ALLEY Suite 210 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIA RAMIREZ | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6262435100 | PhoneNum |
| Signature | 2023-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHANIA | PersonFirstNm |
| Person Last | RAMIREZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sarah Cullen | PreparerPersonNm |
| PTIN | P00131656 | PTIN |
| Phone | 6262435100 | PhoneNum |
| Preparation | 2023-11-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $735,802,602 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,559,288 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,393,438 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,574,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $910,645 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,358,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,308,374 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $211,091 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,863,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,094,119 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $566,007 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $296,345 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $269,661 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $108,380 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $57,048 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $51,333 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $96,790 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $83,444 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,347 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $109,810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $54,905 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $54,905 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,508 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $250,587 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $87,754 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,457 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,200 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,482 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $62,560 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $62,560 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,595 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,595 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $18,346 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $18,346 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $570,995 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,936 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $569,619 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,692,753 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $787,722 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,141,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,370,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,920,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,062,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $787,722 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,061,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,199,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,306,397 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $341,546,654 | CashBOYAmt |
| Cash EOY | $123,399 | CashEOYAmt |
| Cash EOYFMV | $123,399 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $333,744,584 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $333,744,584 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $990,742 | AcctRcvblAmt |
| Acct Rcvbl EOY | $990,742 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $990,742 | AcctRcvblEOYFMVAmt |
| Grants Receivable EOY | $357,272 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $357,272 | GrantsReceivableEOYFMVAmt |
| Other Nts And Loans Rcvbl | $450,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $650,103 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $450,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $450,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $187,789 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $187,789 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $141,843 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $770,984 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $770,984 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $949,652 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $949,652 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $10,000,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $10,000,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $10,000,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $10,000,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $15,042,514 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,949,300 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,949,300 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,370 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,482 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $21,888 | LandEOYAmt |
| Land EOYFMV | $21,888 | LandEOYFMVAmt |
| Other Assets BOY | $378,155,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $378,256,992 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $378,256,992 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $745,536,114 | TotalAssetsBOYAmt |
| Total Assets EOY | $735,802,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $735,802,602 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $73,874 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $89,743 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,840,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $35,290,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,913,874 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,379,743 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $743,622,240 | RetainedEarningBOYAmt |
| Retained Earning EOY | $700,422,859 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $743,622,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $700,422,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $745,536,114 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $735,802,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $743,622,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,199,382 | ExcessRevenueOverExpensesAmt |
| Subtotal | $700,422,858 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $700,422,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST BOND SALES | P | $42,105 | $49,704 | -$7,599 | -$7,599 |
| K-1 MCP I (HAWTHORNE), LP | P | $3,018,873 | $0 | $3,018,873 | $3,018,873 |
| K-1 MOELIS CAPITAL PARTNERS OPP FUND I | P | $297,100 | $0 | $297,100 | $297,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,308,374 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101,559 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $101,559 | SubtotalAmt |
| Tax Based On Investment Income | $101,559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,517 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,517 | TotalPaymentsAndCreditsAmt |
| Tax Due | $99,042 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | perenchiofoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL CHAE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2134102133 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 MILLER ALLEY | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| DENISE ORZEL | ||||||||
| 21 MILLER ALLEY | PASADENA | CA | 91103 | TREASURER | 0 | $0 | $0 | $0 |
| MICHAEL A ENRIGHT | ||||||||
| 21 MILLER ALLEY | PASADENA | CA | 91103 | SECRETARY/DIRECTOR | 0 | $0 | $0 | $0 |
| JOHN G PERENCHIO | ||||||||
| 21 MILLER ALLEY | PASADENA | CA | 91103 | CHAIRMAN/DIRECTOR | 0 | $0 | $0 | $0 |
| ROBIN PERENCHIO | ||||||||
| 21 MILLER ALLEY | PASADENA | CA | 91103 | PRESIDENT/DIRECTOR | 0 | $0 | $0 | $0 |
| ALAN HORN | ||||||||
| 21 MILLER ALLEY | PASADENA | CA | 91103 | DIRECTOR | 0 | $0 | $0 | $0 |
| LAUREN PERENCHIO HERSH | ||||||||
| 21 MILLER ALLEY | PASADENA | CA | 91103 | DIRECTOR | 0 | $0 | $0 | $0 |
| STEPHANIA RAMIREZ | ||||||||
| 21 MILLER ALLEY | PASADENA | CA | 91103 | EXECUTIVE DIRECTOR | 40.0 | $318,054 | $39,641 | $22,057 |
| Yong Hwa Chae | ||||||||
| 21 MILLER ALLEY | PASADENA | CA | 91103 | Operations Manager | 40.0 | $107,595 | $13,431 | $7,473 |
| RACHEL DAHAN | ||||||||
| 21 MILLER ALLEY | PASADENA | CA | 91103 | GRANTS AND OPERATIONS | 40.0 | $65,475 | $7,634 | $4,248 |
| RACHEL WIEGARDT-EGEL | ||||||||
| 21 MILLER ALLEY | PASADENA | CA | 91103 | GRANTS ASSOCIATE | 40.0 | $72,097 | $8,546 | $4,755 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FENTON COMMUNICATIONS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 9TH AVENUE STE 910 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | COMMUNICATIONS SERV | ServiceTypeTxt |
| Compensation | $80,000 | 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 | $843,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $337,769,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,399,300 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $359,011,716 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $359,011,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,385,176 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $353,626,540 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,681,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,681,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101,559 | TotalTaxAmt |
| Distributable Before Adj | $17,579,768 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,579,768 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,579,768 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,061,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,141,320 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $23,202,640 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,579,768 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $501,744 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $552,885 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,533,037 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,864,501 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,790,923 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $63,243,090 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,202,640 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $17,579,768 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,622,872 | RemainingDistriFromCorpusAmt |
| Total Corpus | $68,865,962 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $501,744 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $68,364,218 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $552,885 | ExcessFromYear4Amt |
| Excess From Year3 | $23,533,037 | ExcessFromYear3Amt |
| Excess From Year2 | $35,864,501 | ExcessFromYear2Amt |
| Excess From Year1 | $2,790,923 | ExcessFromYear1Amt |
| Excess From Current Year | $5,622,872 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JERRY PERENCHIO LIVING TRUST DTD 4 | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 11 11 A Creative Collective | |||||||
| 9410 Owensmouth Ave | LOS ANGELES | CA | 91311 | None | PC | General | $58,000 |
| 18th Street Arts Complex | |||||||
| 1639 18th St | Santa Monica | CA | 90404 | PC | General | $278,000 | |
| 24th Street Theatre Company | |||||||
| 1117 W 24th St | Los Angeles | CA | 90007 | PC | General | $189,000 | |
| Angels Gate Cultural Center | |||||||
| 3601 S Gaffey St San Pedro CA 907 | San Pedro | CA | 90731 | PC | General | $220,000 | |
| Antaeus Theatre Company | |||||||
| 110 E Broadway | Glendale | CA | 91205 | PC | General | $205,000 | |
| Armory Center for the Arts | |||||||
| 145 N Raymond Ave | Pasadena | CA | 91103 | PC | General | $434,000 | |
| Art Division | |||||||
| 2418 W 6th St | Los Angeles | CA | 90057 | PC | General | $135,000 | |
| Arts for LA | |||||||
| 1149 S Hill St Ste H100 | Los Angeles | CA | 90015 | PC | General | $180,000 | |
| Beyond Baroque Foundation | |||||||
| 681 Venice Blvd | Venice | CA | 90291 | PC | General | $80,000 | |
| Casa 0101 | |||||||
| 2102 E 1st St | Los Angeles | CA | 90033 | PC | General | $195,000 | |
| Clockshop | |||||||
| 2806 Clearwater St | Los Angeles | CA | 90039 | PC | General | $114,000 | |
| Craft Contemporary | |||||||
| 5814 Wilshire Blvd | Los Angeles | CA | 90036 | PC | General | $241,000 | |
| Deaf West Theatre Company | |||||||
| 11333 Moorpark St | Studio City | CA | 91602 | PC | General | $66,000 | |
| Diavolo Dance Theatre | |||||||
| 616 Moulton Ave | Los Angeles | CA | 90031 | PC | General | $243,000 | |
| East-West Players | |||||||
| 120 Judge John Aiso St | Los Angeles | CA | 90012 | PC | General | $366,000 | |
| Everybody Dance LA | |||||||
| 222 E 16th St Ste E | Los Angeles | CA | 90010 | PC | General | $340,000 | |
| Film2future | |||||||
| 6310 San Vicente Blvd Ste 101 | Los Angeles | CA | 90048 | PC | General | $96,000 | |
| Floricanto Dance Theatre | |||||||
| 2758 E Orange Grove Blvd | Pasadena | CA | 91107 | PC | General | $40,000 | |
| Fulcrum Arts | |||||||
| 145 N Raymond Ave | Pasadena | CA | 91103 | PC | General | $100,000 | |
| Future Roots Inc ( Dublab) | |||||||
| 1035 W 24TH St | Los Angeles | CA | 90007 | PC | General | $210,000 | |
| Gay Men's Chorus of Los Angeles | |||||||
| 8380 Santa Monica Blvd Ste 206 | West Hollywood | CA | 90069 | PC | General | $116,000 | |
| Geffen Playhouse | |||||||
| 10886 Le Conte Ave | Los Angeles | CA | 90024 | PC | General | $2,500,000 | |
| Get Lit Words Ignite | |||||||
| 672 S La Fayette Park Pl 10 | Los Angeles | CA | 90057 | PC | General | $431,000 | |
| Grand Vision Foundation | |||||||
| 434 W 6th St | San Pedro | CA | 90731 | PC | General | $203,000 | |
| Heidi Duckler Dance | |||||||
| 1206 Maple Ave Ste 1100B | Los Angeles | CA | 90015 | PC | General | $144,000 | |
| Highways | |||||||
| VARIOUS | Los Angeles | CA | 90024 | PC | General | $116,000 | |
| ICA LA | |||||||
| 1717 E 7th St | Los Angeles | CA | 90021 | PC | General | $468,000 | |
| Inner City Youth Orchestra of Los Angeles | |||||||
| 6820 La Tijera Blvd | Los Angeles | CA | 90045 | PC | General | $155,000 | |
| Japanese American National Museum | |||||||
| 100 N Central Ave | Los Angeles | CA | 90012 | PC | General | $850,000 | |
| LA Theatre Works | |||||||
| 235 Charles E Young Dr | Los Angeles | CA | 90095 | PC | General | $233,000 | |
| LA Commons | |||||||
| 4343 Leimert Blvd | Los Angeles | CA | 90008 | PC | General | $188,000 | |
| LA Contemporary Dance Company | |||||||
| 618 B Moulton Ave | Los Angeles | CA | 90031 | PC | General | $48,000 | |
| LA Plaza De Cultura Y Artes | |||||||
| 501 N Main St | Los Angeles | CA | 90012 | PC | General | $850,000 | |
| Las Fotos Project | |||||||
| 2658 Pasadena Ave | Los Angeles | CA | 90031 | PC | General | $196,000 | |
| Latino Theater Company | |||||||
| 514 S Spring St | Los Angeles | CA | 90013 | PC | General | $284,000 | |
| LAXART | |||||||
| 2640 S La Cienega Blvd | Los Angeles | CA | 90034 | PC | General | $202,000 | |
| Lineage Dance Company | |||||||
| 920 E Mountain St | Pasadena | CA | 91104 | PC | General | $77,000 | |
| Los Angeles Contemporary Exhibitions | |||||||
| 6522 Hollywood Blvd | Los Angeles | CA | 90028 | PC | General | $149,000 | |
| Los Angeles Master Chorale Association | |||||||
| 135 N Grand Ave | Los Angeles | CA | 90012 | PC | General | $850,000 | |
| Los Angeles Music And Art School | |||||||
| 3630 E 3rd St | Los Angeles | CA | 90063 | PC | General | $188,000 | |
| Los Angeles Nomadic Division | |||||||
| 2021 W Jefferson Blvd | Los Angele | CA | 90018 | PC | General | $140,000 | |
| Los Angeles Performance Practice | |||||||
| 106 1/2 Judge John Aiso St 722 Lo | Los Angeles | CA | 90012 | PC | General | $103,000 | |
| MOLAA | |||||||
| 628 Alamitos Ave | Long Beach | CA | 90802 | PC | General | $850,000 | |
| Muse-Ique | |||||||
| 300 E Green St | Pasadena | CA | 91101 | PC | General | $480,000 | |
| Neighborhood Music School Association | |||||||
| 358 S Boyle Ave | Los Angeles | CA | 90033 | PC | General | $171,000 | |
| PS Arts | |||||||
| 2947 S Sepulveda Blvd | Los Angeles | CA | 90064 | PC | General | $811,000 | |
| Pasadena Playhouse State Theatre Of California | |||||||
| 39 S El Molino Ave | Pasadena | CA | 91101 | PC | General | $674,000 | |
| Plaza de la Raza | |||||||
| 3540 N Mission Rd | Los Angeles | CA | 90031 | PC | General | $182,000 | |
| Santa Cecilia Opera And Orchestra Association | |||||||
| 1600 Campus Rd | Los Angeles | CA | 90041 | PC | General | $86,000 | |
| Shakespeare Center of Los Angeles | |||||||
| 1238 W 1st St | Los Angeles | CA | 90026 | PC | General | $183,000 | |
| Street Poets | |||||||
| 2116 Arlington Ave Ste 310 | Los Angeles | CA | 90018 | PC | General | $191,000 | |
| Street Symphony Project | |||||||
| 1001 Wilshire Boulevard PMB 2258 | Los Angeles | CA | 90017 | PC | General | $103,000 | |
| The Actor's Fund of America | |||||||
| 5757 Wilshire Blvd | Los Angeles | CA | 90036 | PC | General | $600,000 | |
| The Harmony Project | |||||||
| 4322 Wilshire Blvd Ste 101 | Los Angeles | CA | 90010 | PC | General | $850,000 | |
| The Unusual Suspects Theatre Company | |||||||
| 300 S Raymond Ave Pasadena CA 911 | Pasadena | CA | 91105 | PC | General | $233,000 | |
| The World Stage Performance Gallery | |||||||
| 4321 Degnan Blvd Los Angeles | Los Angeles CA | CA | 90008 | PC | General | $55,000 | |
| Theatre Of Hearts | |||||||
| 672 S La Fayette Park Pl Ste 47 | Los Angeles | CA | 90057 | PC | General | $76,000 | |
| Tia Chuchas Centro Cultural & Bookstore | |||||||
| 12677 Glenoaks Blvd | Sylmar | CA | 91342 | PC | General | $224,000 | |
| Urban Voices Project | |||||||
| 420 S San Pedro St Apt 423 | Los Angeles | CA | 90013 | PC | General | $62,000 | |
| Versa-Style Dance Company | |||||||
| 7300 Case Ave | Sun Valley | CA | 91352 | PC | General | $83,000 | |
| Vincent Price Art Museum Foundation | |||||||
| 1301 Avenida Cesar Chavez | Monterey Park | CA | 91754 | PC | General | $179,000 | |
| Young Musicians Foundation | |||||||
| 1844 Cypress Ave | Los Angeles | CA | 90065 | PC | General | $192,500 | |
| Blue 13 Dance Company | |||||||
| 1144 S Hope St | Los Angeles | CA | 90015 | PC | General | $150,000 | |
| Coaxial Arts Foundation | |||||||
| 1815 S Main St | Los Angeles | CA | 90015 | PC | General | $25,000 | |
| dA Center for the Arts | |||||||
| 252 S Main St | Pomona | CA | 91766 | PC | General | $35,000 | |
| Dramatic Results | |||||||
| 3310 Lime Ave | Signal Hill | CA | 90755 | PC | General | $175,000 | |
| Echo Park Film Center | |||||||
| 1200 N Alvarado St | Los Angeles | CA | 90026 | PC | General | $50,000 | |
| International City Theatre | |||||||
| 330 E Seaside Way | Long Beach | CA | 90802 | PC | General | $182,500 | |
| Japanese American Cultural & Community Center | |||||||
| 244 S San Pedro St | Los Angeles | CA | 90012 | PC | General | $746,000 | |
| Navel LA | |||||||
| 1611 S Hope St | Los Angeles | CA | 90015 | PC | General | $37,500 | |
| Otis Report on Creative Economy | |||||||
| 630 W 5th St | Los Angeles | CA | 90071 | PC | General | $30,000 | |
| Piece by Piece | |||||||
| 5101 S Broadway | Los Angeles | CA | 90037 | PC | General | $55,000 | |
| RuckusRoots | |||||||
| PO Box 411064 | Los Angeles | CO | 90041 | PC | General | $70,000 | |
| Self Help Graphics | |||||||
| 1300 E 1st St | Los Angeles | CA | 90033 | PC | General | $280,000 | |
| The H E Art Project dba artworx LA | |||||||
| 930 Wilshire Blvd Ste 800 | Los Angeles | CA | 90057 | PC | General | $337,500 | |
| Venice Arts | |||||||
| 13445 Beach Ave | Venice | CA | 90292 | PC | General | $180,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,920,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 11 11 A Creative Collective | |||||||
| 9410 Owensmouth Ave | Los Angeles | CA | 91311 | None | PC | General | $116,000 |
| 18th Street Arts Complex | |||||||
| 1639 18th St | Santa Monica | CA | 90404 | NONE | PC | General | $556,000 |
| 24th Street Theatre Company | |||||||
| 1117 W 24th St | Los Angeles | CA | 90007 | NONE | PC | General | $378,000 |
| Angels Gate Cultural Center | |||||||
| 3601 S Gaffey St | San Pedro | CA | 90731 | None | PC | General | $440,000 |
| Antaeus Theatre Company | |||||||
| 110 E Broadway | Glendale | CA | 91205 | None | PC | General | $410,000 |
| Armory Center for the Arts | |||||||
| 145 N Raymond Ave | Pasadena | CA | 91103 | None | PC | General | $868,000 |
| Art Division | |||||||
| 2418 W 6th St | Los Angeles | CA | 90057 | None | PC | General | $270,000 |
| Arts for LA | |||||||
| 1149 S Hill St Ste H100 | Los Angeles | CA | 90015 | None | PC | General | $360,000 |
| Beyond Baroque Foundation | |||||||
| 681 Venice Blvd | Venice | CA | 90291 | None | PC | General | $160,000 |
| Casa 0101 | |||||||
| 2102 E 1st St | Los Angeles | CA | 90033 | None | PC | General | $390,000 |
| Clockshop | |||||||
| 2806 Clearwater St | Los Angeles | CA | 90039 | None | PC | General | $228,000 |
| Craft Contemporary | |||||||
| 5814 Wilshire Blvd | Los Angeles | CA | 90036 | None | PC | General | $482,000 |
| Deaf West Theatre Company | |||||||
| 11333 Moorpark St | Studio City | CA | 91602 | None | PC | General | $132,000 |
| Diavolo Dance Theatre | |||||||
| 616 Moulton Ave | Los Angeles | CA | 90031 | None | PC | General | $486,000 |
| East-West Players | |||||||
| 120 Judge John Aiso St | Los Angeles | CA | 90012 | None | PC | General | $732,000 |
| Everybody Dance LA | |||||||
| 222 E 16th St Ste E | Los Angeles | CA | 90010 | None | PC | General | $680,000 |
| Film2future | |||||||
| 6310 San Vicente Blvd Ste 101 | Los Angeles | CA | 90048 | None | PC | General | $192,000 |
| Floricanto Dance Theatre | |||||||
| 2758 E Orange Grove Blvd | Pasadena | CA | 91107 | None | PC | General | $80,000 |
| Fulcrum Arts | |||||||
| 145 N Raymond Ave | Pasadena | CA | 91103 | None | PC | General | $200,000 |
| Future Roots Inc ( Dublab) | |||||||
| 1035 W 24TH St | Los Angeles | CA | 90007 | None | PC | General | $420,000 |
| Gay Men's Chorus of Los Angeles | |||||||
| 8380 Santa Monica Blvd Ste 206 Wes | West Hollywood | CA | 90069 | None | PC | General | $232,000 |
| Geffen Playhouse | |||||||
| 10886 Le Conte Ave | Los Angeles | CA | 90024 | None | PC | General | $2,500,000 |
| Get Lit Words Ignite | |||||||
| 672 S La Fayette Park Pl 10 | Los Angeles | CA | 90057 | None | PC | General | $862,000 |
| Grand Vision Foundation | |||||||
| 434 W 6th St | San Pedro | CA | 90731 | None | PC | General | $406,000 |
| Heidi Duckler Dance | |||||||
| 1206 Maple Ave Ste 1100B | Los Angeles | CA | 90015 | None | PC | General | $288,000 |
| Highways | |||||||
| VARIOUS | Los Angeles | CA | 90024 | None | PC | General | $232,000 |
| ICA LA | |||||||
| 1717 E 7th St | Los Angeles | CA | 90021 | None | PC | General | $936,000 |
| Inner City Youth Orchestra of Los Angeles | |||||||
| 6820 La Tijera Blvd | Los Angeles | CA | 90045 | None | PC | General | $310,000 |
| Japanese American National Museum | |||||||
| 100 N Central Ave | Los Angeles | CA | 90012 | None | PC | General | $1,700,000 |
| LA Theatre Works | |||||||
| 235 Charles E Young Dr | Los Angeles | CA | 90095 | None | PC | General | $466,000 |
| LA Commons (fiscally sponsored by Community Partne | |||||||
| 4343 Leimert Blvd | Los Angeles | CA | 90008 | None | PC | General | $376,000 |
| LA Contemporary Dance Company | |||||||
| 618 B Moulton Ave | Los Angeles | CA | 90031 | None | PC | General | $96,000 |
| LA Plaza De Cultura Y Artes | |||||||
| 501 N Main St | Los Angeles | CA | 90012 | None | PC | General | $1,700,000 |
| Las Fotos Project (fiscally sponsored by Community | |||||||
| 2658 Pasadena Ave | Los Angeles | CA | 90031 | None | PC | General | $392,000 |
| Latino Theater Company | |||||||
| 514 S Spring St | Los Angeles | CA | 90013 | None | PC | General | $568,000 |
| LAXART | |||||||
| 2640 S La Cienega Blvd | Los Angeles | CA | 90034 | None | PC | General | $404,000 |
| Lineage Dance Company | |||||||
| 920 E Mountain St | Pasadena | CA | 91104 | None | PC | General | $154,000 |
| Los Angeles Contemporary Exhibitions | |||||||
| 6522 Hollywood Blvd | Los Angeles | CA | 90028 | None | PC | General | $298,000 |
| Los Angeles Master Chorale Association | |||||||
| 135 N Grand Ave | Los Angeles | CA | 90012 | None | PC | General | $1,700,000 |
| Los Angeles Music And Art School | |||||||
| 3630 E 3rd St | Los Angeles | CA | 90063 | None | PC | General | $376,000 |
| Los Angeles Nomadic Division | |||||||
| 2021 W Jefferson Blvd | Los Angeles | CA | 90018 | None | PC | General | $280,000 |
| Los Angeles Performance Practice | |||||||
| 106 1/2 Judge John Aiso St 722 | Los Angeles | CA | 90012 | None | PC | General | $206,000 |
| MOLAA | |||||||
| 628 Alamitos Ave | Long Beach | CA | 90802 | None | PC | General | $1,700,000 |
| Muse-Ique | |||||||
| 300 E Green St | Pasadena | CA | 91101 | None | PC | General | $960,000 |
| PS Arts | |||||||
| 2947 S Sepulveda Blvd | Los Angeles | CA | 90064 | None | PC | General | $1,622,000 |
| Pasadena Playhouse State Theatre Of California | |||||||
| 39 S El Molino Ave | Pasadena | CA | 91101 | None | PC | General | $1,348,000 |
| Plaza de la Raza | |||||||
| 3540 N Mission Rd | Los Angeles | CA | 90031 | None | PC | General | $364,000 |
| Santa Cecilia Opera And Orchestra Association | |||||||
| 1600 Campus Rd | Los Angeles | CO | 90041 | None | PC | General | $172,000 |
| Shakespeare Center of Los Angeles | |||||||
| 1238 W 1st St | Los Angeles | CA | 90026 | None | PC | General | $366,000 |
| Street Poets | |||||||
| 2116 Arlington Ave Ste 310 | Los Angeles | CA | 90018 | None | PC | General | $382,000 |
| Street Symphony Project | |||||||
| 1001 Wilshire BoulevardPMB 2258 | Los Angeles | CA | 90017 | None | PC | General | $206,000 |
| The Actor's Fund of America | |||||||
| 5757 Wilshire Blvd | Los Angeles | CA | 90036 | None | PC | General | $400,000 |
| The Harmony Project | |||||||
| 4322 Wilshire Blvd Ste 101 | Los Angeles | CA | 90010 | None | PC | General | $1,700,000 |
| The Unusual Suspects Theatre Company | |||||||
| 300 S Raymond Ave | Pasadena | CA | 91105 | None | PC | General | $466,000 |
| The World Stage Performance Gallery | |||||||
| 4321 Degnan Blvd | Los Angeles | CA | 90008 | None | PC | General | $110,000 |
| Theatre Of Hearts | |||||||
| 672 S La Fayette Park Pl Ste 47 | Los Angeles | CA | 90057 | None | PC | General | $152,000 |
| Tia Chuchas Centro Cultural & Bookstore | |||||||
| 12677 Glenoaks Blvd | Sylmar | CA | 91342 | None | PC | General | $448,000 |
| Urban Voices Project | |||||||
| 420 S San Pedro St Apt 423 | Los Angeles | CA | 90013 | None | PC | General | $124,000 |
| Versa-Style Dance Company | |||||||
| 7300 Case Ave | Sun Valley | CA | 91352 | None | PC | General | $166,000 |
| Vincent Price Art Museum Foundation | |||||||
| 1301 Avenida Cesar Chavez | Monterey Park | CA | 91754 | None | PC | General | $360,000 |
| Neighborhood Music School Association | |||||||
| 1600 Campus Rd | Los Angeles | CA | 90041 | NONE | PC | General | $342,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $33,450,000 | TotalGrantOrContriApprvFutAmt |
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 | $4,574,654 | 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) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $210,532 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 19 | ExclusionCd |
| Exclusion | $559 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,308,420 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $210,532 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,883,633 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,094,165 | 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 | JERRY PERENCHIO LIVING TRUST DTD 4 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27640 LATIGO SHORE DRIVE | AddressLine1Txt |
| City | MALIBU | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,559,288 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CASH AND INVESTMENTS | NoncashPropertyDesc |
| Fair Market Value | $2,034,951 | FairMarketValueAmt |
| Received | 2023-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $109,810 | Amt |
| Net Investment Income | $54,905 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $54,905 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 23644 MALIBU RD | PropertyDesc |
| Acquired | 2018-04-01 | AcquiredDt |
| Cost Or Other Basis | $10,000,000 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $0 | PriorYearDepreciationAmt |
| Computation Method | L | ComputationMethodTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST | BondNm |
| EOY Book Value | $949,652 | EOYBookValueAmt |
| EOYFMV | $949,652 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $770,984 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $770,984 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENT | FMV | $0 | $0 |
| CLARITY PARTNERS | FMV | $100,120 | $100,120 |
| MOELIS CAPITAL OPPS FUND I | FMV | $9,690,038 | $9,690,038 |
| MCP I (HAWTHORNE) | FMV | $13,586 | $13,586 |
| RADER REINFRANK | FMV | $17,098 | $17,098 |
| THE BLADE RUNNER PARTNERSHIP | FMV | $128,458 | $128,458 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $96,790 | LegalFeesAmt |
| Net Investment Income | $83,444 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,347 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $378,155,000 | $378,155,000 | $378,155,000 |
| OTHER ASSETS | $0 | $91,475 | $91,475 |
| INVESTMENT MICHAELS LP | $0 | $100 | $100 |
| SECURITY DEPOSIT | $0 | $10,417 | $10,417 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE REPAIR & MAINTENANCE | $1,071 | $1,071 | |
| MEALS | $4,424 | $4,424 | |
| TELEPHONE | $3,536 | $3,536 | |
| OTHER INSURANCE EXPENSES | $925 | $925 | |
| OFFICE SUPPLIES | $496 | $496 | |
| COMPUTER & SOFTWARE EXPENSES | $38,090 | $38,090 | |
| EQUIPMENT EXPENSES | $1,495 | $1,495 | |
| MISCELLANEOUS | $2,817 | $2,817 | |
| BANK FEES | $865 | $865 | |
| PANELISTS EXPENSE | $7,150 | $7,150 | |
| ART STORAGE EXPENSE | $206,610 | $206,610 | |
| ART INSURANCE EXPENSE | $303,516 | $303,516 | |
| K-1 CONTRIBUTIONS | $0 | $560 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $211,091 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTHER NOTES RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $650,103 | LoanOriginalAmt |
| Balance Due | $450,000 | BalanceDueAmt |
| Loan Maturity | 2032-06 | LoanMaturityDt |
| Repayment Terms | ON MATURITY | RepaymentTermsTxt |
| Interest | 2.319 | InterestRt |
| Security Provided Borrower | RESIDENTIAL PROPERTY | SecurityProvidedBorrowerTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES - CONS | CategoryTxt |
| Amt | $95,508 | Amt |
| Net Investment Income | $250,587 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $87,754 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES-PROPERTY | $43,080 | $43,080 | |
| CA AG | $1,200 | $1,200 | |
| FOREIGN TAXES - NORTHERN TRUST | $377 |
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