COLBURN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COLBURN FOUNDATION (EIN 95-4693145)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349104487
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T15:27:50-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | 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 | 954693145 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLBURN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLB | BusinessNameControlTxt |
| Phone | 8183994427 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11693 SAN VICENTE BLVD PMB 159 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAYNE PINKERNELL | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8183994427 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAYNE | PersonFirstNm |
| Person Last | PINKERNELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | TINA HENTON | PreparerPersonNm |
| PTIN | P00630282 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $181,616,769 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,018,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,945,020 | DividendsNetInvstIncmAmt |
| Gross Rents Net Invst Incm | $28,734 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,169,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,372,757 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,428,799 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,040,716 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$1,580,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,933,038 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,706 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $166,706 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $54,197 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $54,197 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,155 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,155 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,610 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,610 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $41,990 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $298,092 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $293,198 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,894 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $347,050 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101,793 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,875 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,875 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,390 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,390 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,357 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,357 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $784,021 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,344,743 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,648 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,727,443 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,739,734 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $330,822 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,934,147 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,328,789 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,661,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,739,734 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,659,611 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,241,604 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,304 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,346 | CashBOYAmt |
| Cash EOY | $19,135 | CashEOYAmt |
| Cash EOYFMV | $19,135 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,501,567 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $574,419 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $574,419 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $144,204 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $238,775 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $238,775 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,183,218 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,183,218 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,691,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,387,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,387,725 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,460,669 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,253,072 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,253,072 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $193,951,075 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $158,960,425 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $158,960,425 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,172 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,172 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $216,754,476 | TotalAssetsBOYAmt |
| Total Assets EOY | $181,616,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $181,616,769 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $716 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $871 | AccountsPayableEOYAmt |
| Grants Payable BOY | $14,823,909 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,444,056 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,167,552 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $851,815 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,992,177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,296,742 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $200,762,299 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $165,320,027 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $200,762,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $165,320,027 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $216,754,476 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $181,616,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $200,762,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,241,604 | ExcessRevenueOverExpensesAmt |
| Other Increases | $288,601 | OtherIncreasesAmt |
| Subtotal | $187,809,296 | SubtotalAmt |
| Other Decreases | $22,489,269 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $165,320,027 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLIC SECURITIES | 2021-12-30 | 2022-12-31 | $34,372,757 | $36,237,633 | -$1,864,876 | -$1,864,876 | |
| CAPITAL GAINS (LOSSES) - PARTNERSHIPS | 2021-12-30 | 2022-12-31 | $2,304,928 | -$2,304,928 | -$2,304,928 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,169,804 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,687 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,687 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280,426 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $380,426 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $377,739 | OverpaymentAmt |
| Applied To ES Tax | $377,739 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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.COLBURNFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAYNE B PINKERNELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8183994427 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11693 SAN VICENTE BLVD PMB 159 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL C GRIGOR | ||||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ALLISON SAMPSON | ||||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | EXECUTIVE DIRECTOR | 20.00 | $81,598 | $0 | $0 |
| LAYNE PINKERNELL | ||||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | SECRETARY/TREASURER | 24.00 | $61,108 | $0 | $0 |
| RICHARD COLBURN | ||||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID D COLBURN | ||||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT ATTIYEH | ||||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | DIRECTOR | 1.00 | $24,000 | $0 | $0 |
| GAIL EICHENTHAL | ||||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN KNUCHOLS | ||||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CATHERINE HOGEL | ||||||||
| 11693 SAN VICENTE BLVD PMB 159 | LOS ANGELES | CA | 90049 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGELES INVESTMENT ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 SANTA MONICA BLVD STE 650 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $293,198 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,775,730 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,014,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $158,960,425 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $187,750,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $187,750,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,816,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $184,934,314 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,246,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,246,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,687 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $57,242 | IncomeTaxAmt |
| Total Tax | $59,929 | TotalTaxAmt |
| Distributable Before Adj | $9,186,787 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,186,787 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,186,787 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,659,611 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,659,611 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,186,787 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,984,674 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,659,611 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,984,674 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $674,937 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,511,850 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROL RINN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11693 SAN VICENTE BLVD PMB 159 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8183994427 | RecipientPhoneNum |
| Recipient Email Address | CRINN@COLBURNFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE NOTE THAT WE STRONGLY URGE ALL GRANT SEEKERS TO CONTACT US AT 818-399-4427 BEFORE SUBMITTING A LETTER OF INTENT OR AN APPLICATION. AFTER A CONVERSATION, WE MAY ENCOURAGE YOU TO SUBMIT A LETTER OF INTENT. IF WE ARE UNFAMILIAR WITH YOUR ORGANIZATION OR PROGRAM, WE WILL WANT TO MEET WITH YOU AND/OR OBSERVE YOUR PROGRAM BEFORE ENCOURAGING YOU TO TAKE FURTHER STEPS. MOST OF OUR GRANTS ARE IN THE FORM OF GENERAL OPERATING SUPPORT. WE HAVE AN ONLINE APPLICATION PROCESS AND WILL WALK YOU THROUGH WHEN YOU ARE READY TO SUBMIT AN APPLICATION. THE APPLICATION REQUIRES THE FOLLOWING MISSION AND HISTORY OF YOUR ORGANIZATION, A COPY OF PROOF OF 501C3 STATUS, MOST RECENT TWO AUDITED FINANCIAL STATEMENTS OR FORM 990'S IN THE CASE THAT YOU ARE NOT AUDITED. IF THIS IS MORE THAN A YEAR OLD, PLEASE ALSO SUBMIT AN INTERNAL FINANCIAL STATEMENT FOR THE MOST RECENTLY COMPLETED FISCAL YEAR, CURRENT YEAR BUDGET IF YOU ARE APPLYING FOR FUNDING FOR A FUTURE YEAR'S ACTIVITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GENERALLY AWARDED TO ORGANIZATIONS IN THE SOUTHERN CALIFORNIA AREA. THE PURPOSE OF THE GRANT MUST BE FOR FURTHERING THE STUDY, TEACHING, AND PERFORMANCE OF CLASSICAL MUSIC AND DANCE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN YOUTH SYMPHONY INC | |||||||
| 2301 ROSECRANS AVE SUITE 2160 | EL SEGUNDO | CA | 90245 | PC | SUPPORT OF THE CLASSICAL ARTS | $45,000 | |
| ARROWHEAD ARTS ASSOCIATION | |||||||
| PO BOX 1925 | LAKE ARROWHEAD | CA | 92352 | PC | SUPPORT OF THE CLASSICAL ARTS | $1,000 | |
| BAROQUE MUSIC FESTIVAL | |||||||
| PO BOX 838 | CORONA DEL MAR | CA | 92625 | PC | SUPPORT OF THE CLASSICAL ARTS | $13,000 | |
| BOSTON COURT PERFORMING ARTS CENTER | |||||||
| PO BOX 60187 | PASADENA | CA | 91116 | PC | SUPPORT OF THE CLASSICAL ARTS | $3,000 | |
| CALIFORNIA YOUNG ARTISTS SYMPHONY | |||||||
| 501 S REINO RD SUITE 1 290 | NEWBURY PARK | CA | 91320 | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 | |
| CAL STATE UNIVERSITY-NORTHRIDGE | |||||||
| 18111 NORDOFF STREET | NORTHRIDGE | CA | 81330 | PC | SUPPORT OF THE CLASSICAL ARTS | $75,000 | |
| CALDER PERFORMING ARTS ORGANIZATION DBA CALDER QUARTET | |||||||
| 2662 W 234TH STREET | TORRANCE | CA | 90505 | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 | |
| CALIFORNIA BAPTIST UNIVERSITY | |||||||
| 8432 MAGNOLIA AVENUE | RIVERSIDE | CA | 92504 | PC | SUPPORT OF THE CLASSICAL ARTS | $10,500 | |
| CALIFORNIA INSTITUTE OF THE ARTS | |||||||
| 24700 MCBEAN PARKWAY | VALENCIA | CA | 91355 | PC | SUPPORT OF THE CLASSICAL ARTS | $60,000 | |
| CAMERATA PACIFICA | |||||||
| PO BOX 30116 | SANTA BARBARA | CA | 93130 | PC | SUPPORT OF THE CLASSICAL ARTS | $11,000 | |
| CASA ROMANTICA CULTURAL CENTER AND GARDENS | |||||||
| 415 AVENIDA GRANADA | SAN CLEMENTE | CA | 92672 | PC | SUPPORT OF THE CLASSICAL ARTS | $7,000 | |
| CENTER STAGE STRINGS | |||||||
| PO BOX 130524 | ANN ARBOR | MI | 48113 | PC | SUPPORT OF THE CLASSICAL ARTS | $8,000 | |
| CHORUS AMERICA | |||||||
| 1200 18TH STREET NW SUITE 1250 | WASHINGTON | DC | 20036 | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 | |
| DELIRIUM MUSICUM | |||||||
| 1800 WINONA BLVD APT 3 | LOS ANGELES | CA | 90027 | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 | |
| ELEMENTAL MUSIC | |||||||
| 1830 LINCOLN BLVD SUITE 100 | SANTA MONICA | CA | 90404 | PC | SUPPORT OF THE CLASSICAL ARTS | $15,000 | |
| ETM-LA INC | |||||||
| 2501 W BURBANK BLVD SUITE 301 | BURBANK | CA | 91505 | PC | SUPPORT OF THE CLASSICAL ARTS | $15,000 | |
| FULCRUM ARTS | |||||||
| 145 N RAYMOND AVE | PASADENA | CA | 91103 | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 | |
| GRAND PERFORMANCES | |||||||
| 350 SOUTH GRAND AVENUE SUITE A-4 | LOS ANGELES | CA | 90071 | PC | SUPPORT OF THE CLASSICAL ARTS | $15,000 | |
| GUILD OPERA COMPANY | |||||||
| 5737 KANN ROAD SUITE 118 | AGOURA HILLS | CA | 91301 | PC | SUPPORT OF THE CLASSICAL ARTS | $6,000 | |
| HEART OF LOS ANGELES | |||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | PC | SUPPORT OF THE CLASSICAL ARTS | $30,000 | |
| IDYLLWILD ARTS FOUNDATION | |||||||
| PO BOX 38 | IDYLLWILD | CA | 92549 | PC | SUPPORT OF THE CLASSICAL ARTS | $90,000 | |
| INNER CITY YOUTH ORCHESTRA LOS ANGELES | |||||||
| 6820 LA TIJERA BLVD SUITE 201 | LOS ANGELES | CA | 90045 | PC | SUPPORT OF THE CLASSICAL ARTS | $11,500 | |
| JACARANDA | |||||||
| 1626 N BENTON WAY | LOS ANGELES | CA | 90026 | PC | SUPPORT OF THE CLASSICAL ARTS | $8,500 | |
| JOUYSSANCE EARLY MUSIC ENSEMBLE | |||||||
| 2704 ARMSTRONG AVE | LOS ANGELES | CA | 90039 | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 | |
| KALEIDOSCOPE CHAMBER ORCHESTRA | |||||||
| PO BOX 251801 | LOS ANGELES | CA | 90025 | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 | |
| KONTRAPUNKTUS NEO-BAROQUE CHAMBER ORCHESTRA | |||||||
| PO BOX 2959 | SEAL BEACH | CA | 90740 | PC | SUPPORT OF THE CLASSICAL ARTS | $7,000 | |
| KUSC | |||||||
| PO BOX 77913 | LOS ANGELES | CA | 90007 | PC | SUPPORT OF THE CLASSICAL ARTS | $100,000 | |
| LACHS FOUNDATION (FORMERLY ARTS HIGH FOUNDATION) | |||||||
| 369 E 1ST STREET 3RD FLOOR SUITE 3 | LOS ANGELES | CA | 90012 | PC | SUPPORT OF THE CLASSICAL ARTS | $20,000 | |
| LA'S BEST | |||||||
| 200 NORTH SPRING ST SUITE M-120 | LOS ANGELES | CA | 90012 | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 | |
| LONG BEACH CAMERATA SINGERS | |||||||
| PO BOX 90511 | LONG BEACH | CA | 90809 | PC | SUPPORT OF THE CLASSICAL ARTS | $50,000 | |
| LONG BEACH OPERA | |||||||
| 115 PINE AVE STE 550 | LONG BEACH | CA | 90809 | PC | SUPPORT OF THE CLASSICAL ARTS | $30,000 | |
| LONG BEACH SYMPHONY ASSOCIATION | |||||||
| 249 E OCEAN BLVD SUITE 200 | LONG BEACH | CA | 90802 | PC | SUPPORT OF THE CLASSICAL ARTS | $28,000 | |
| LOS ANGELES CHAMBER ORCHESTRA SOCIETY | |||||||
| 510 WEST SIXTH ST SUITE 1001 | LOS ANGELES | CA | 90014 | PC | SUPPORT OF THE CLASSICAL ARTS | $371,000 | |
| LOS ANGELES CHILDREN'S CHORUS | |||||||
| 585 E COLORADO BLVD | PASADENA | CA | 91101 | PC | SUPPORT OF THE CLASSICAL ARTS | $30,000 | |
| LOS ANGELES CITY ELEMENTARY SCHOOLS MUSIC ASSOCIATION | |||||||
| PO BOX 361 | TOPANGA | CA | 90290 | PC | SUPPORT OF THE CLASSICAL ARTS | $11,000 | |
| LOS ANGELES COUNTY DEPARTMENT OF ARTS AND CULTURE | |||||||
| 1055 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90017 | PC | SUPPORT OF THE CLASSICAL ARTS | $13,000 | |
| LOS ANGELES COUNTY HIGH SCHOOL FOR THE ARTS | |||||||
| N WARWICK AVE | LOS ANGELES | CA | 90032 | PC | SUPPORT OF THE CLASSICAL ARTS | $2,000 | |
| LOS ANGELES MASTER CHORALE | |||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | SUPPORT OF THE CLASSICAL ARTS | $503,000 | |
| LOS ANGELES MUSIC AND ART SCHOOL | |||||||
| 3630 EAST THIRD ST | LOS ANGELES | CA | 90063 | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 | |
| LOS ANGELES OPERA COMPANY | |||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | SUPPORT OF THE CLASSICAL ARTS | $925,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | SUPPORT OF THE CLASSICAL ARTS | $915,000 | |
| MADISON PROJECT | |||||||
| C/O THE BROAD STAGE 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PC | SUPPORT OF THE CLASSICAL ARTS | $35,000 | |
| MARLBORO SCHOOL OF MUSIC | |||||||
| 1528 WALNUT STREET SUITE 301 | PHILADELPHIA | PA | 19102 | PC | SUPPORT OF THE CLASSICAL ARTS | $60,000 | |
| MONDAY EVENING CONCERTS | |||||||
| 514 S CURSON | LOS ANGELES | CA | 90036 | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 | |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | PC | SUPPORT OF THE CLASSICAL ARTS | $70,000 | |
| MUSICA ANGELICA | |||||||
| 65 PINE AVE 12 | LONG BEACH | CA | 90802 | PC | SUPPORT OF THE CLASSICAL ARTS | $420,000 | |
| MUSYCA CHILDREN'S CHOIR | |||||||
| 10110 MELINDA WAY 5 | NORTHRIDGE | CA | 91325 | PC | SUPPORT OF THE CLASSICAL ARTS | $17,000 | |
| NATIONAL CHILDREN'S CHORUS | |||||||
| 580 HILGARD AVENUE UNIT 29 | LOS ANGELES | CA | 90024 | PC | SUPPORT OF THE CLASSICAL ARTS | $7,000 | |
| NEED DONEE NAME | |||||||
| 9201 OLYMPIC BLVD SUITE 200 | BEVERLY HILLS | CA | 90212 | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 | |
| NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION | |||||||
| 358 SOUTH BOYLE AVENUE | LOS ANGELES | CA | 90033 | PC | SUPPORT OF THE CLASSICAL ARTS | $70,000 | |
| THE NEW SCHOOL | |||||||
| 66 WEST 12TH STREET | NEW YORK | NY | 10011 | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 | |
| NEW WEST SYMPHONY ASSOCIATION | |||||||
| 2100 THOUSAND OAKS BLVD SUITE D | THOUSAND OAKS | CA | 91362 | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 | |
| NON-UNITARY PARTNERSHIP CHARITABLE CONTRIBUTIONS | |||||||
| 9201 OLYMPIC BLVD SUITE 200 | BEVERLY HILLS | CA | 90212 | PC | PARTNERSHIP CHARITABLE CONTRIBUTIONS | $289 | |
| OCCIDENTAL COLLEGE | |||||||
| 1600 CAMPUS ROAD | LOS ANGELES | CA | 90041 | PC | SUPPORT OF THE CLASSICAL ARTS | $20,000 | |
| OLYMPIA PHILHARMONIC SOCIETY | |||||||
| 465 W LEROY AVE | ARCADIA | CA | 91007 | PC | SUPPORT OF THE CLASSICAL ARTS | $7,000 | |
| PACIFIC CHORALE | |||||||
| 3303 HARBOR BLVD SUITE E5 | COSTA MESA | CA | 92626 | PC | SUPPORT OF THE CLASSICAL ARTS | $22,000 | |
| PACIFIC OPERA PROJECT | |||||||
| 5040 ONTEORA WAY | LOS ANGELES | CA | 90041 | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 | |
| PACIFIC SYMPHONY | |||||||
| 17620 FITCH SUITE 100 | IRVINE | CA | 92614 | PC | SUPPORT OF THE CLASSICAL ARTS | $50,000 | |
| PASADENA CONSERVATORY OF MUSIC | |||||||
| 100 NORTH HILLS AVENUE | PASADENA | CA | 91106 | PC | SUPPORT OF THE CLASSICAL ARTS | $40,000 | |
| PASADENA SYMPHONY ASSOCIATION | |||||||
| 150 S LOS ROBLES AVE SUITE 460 | PASADENA | CA | 91101 | PC | SUPPORT OF THE CLASSICAL ARTS | $15,000 | |
| PHILHARMONIC SOCIETY OF ORANGE COUNTY | |||||||
| 1124 MAIN STREET SUITE B | IRVINE | CA | 92614 | PC | SUPPORT OF THE CLASSICAL ARTS | $50,000 | |
| PITTANCE CHAMBER MUSIC | |||||||
| 1515 BRAEBURN ROAD | ALTADENAA | CA | 91001 | PC | SUPPORT OF THE CLASSICAL ARTS | $1,000 | |
| REDLANDS SYMPHONY ASSOCIATION | |||||||
| 210 E CITRUS AVE | REDLANDS | CA | 92373 | PC | SUPPORT OF THE CLASSICAL ARTS | $8,000 | |
| RENAISSANCE ARTS ACADEMY | |||||||
| 2558 N SAN FERNANDO ROAD | LOS ANGELES | CA | 90065 | PC | SUPPORT OF THE CLASSICAL ARTS | $40,000 | |
| RIVERSIDE COMMUNITY COLLEGE DISTRICT FOUNDATION | |||||||
| PO BOX 907 | RIVERSIDE | CA | 92502 | PC | SUPPORT OF THE CLASSICAL ARTS | $12,000 | |
| RIVERSIDE PHILHARMONIC ORCHESTRA | |||||||
| PO BOX 1601 | RIVERSIDE | CA | 92502 | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 | |
| SAINT JAMES EPISCOPAL CHURCH | |||||||
| 3903 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | SUPPORT OF THE CLASSICAL ARTS | $60,000 | |
| SANTA CECILIA OPERA AND ORCHESTRA ASSOCIATION | |||||||
| 2759 WEST BROADWAY | LOS ANGELES | CA | 90041 | PC | SUPPORT OF THE CLASSICAL ARTS | $28,000 | |
| SANTA MONICA COLLEGE FOUNDATION | |||||||
| 1516 PICO BLVD | SANTA MONICA | CA | 90405 | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 | |
| SANTA MONICA SYMPHONY ASSOCIATION | |||||||
| PO BOX 3101 | SANTA MONICA | CA | 90408 | PC | SUPPORT OF THE CLASSICAL ARTS | $10,000 | |
| SANTA MONICA YOUTH ORCHESTRA | |||||||
| PO BOX 128 | SANTA MONICA | CA | 90406 | PC | SUPPORT OF THE CLASSICAL ARTS | $17,000 | |
| SAVE THE MUSIC | |||||||
| 1515 BROADWAY 26TH FLOOR | NEW YORK | NY | 10036 | PC | SUPPORT OF THE CLASSICAL ARTS | $40,000 | |
| SEGERSTROM CENTER FOR THE ARTS | |||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 | |
| SONGFEST | |||||||
| 885 BUTTE STREET | CLAREMONT | CA | 91711 | PC | SUPPORT OF THE CLASSICAL ARTS | $25,000 | |
| SOUTH BAY CHAMBER MUSIC SOCIETY INC | |||||||
| PO BOX 2313 | PALOS VERDES PENINSU | CA | 90274 | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 | |
| STREET SYMPHONY PROJECT | |||||||
| PO BOX 86027 | LOS ANGELES | CA | 90086 | PC | SUPPORT OF THE CLASSICAL ARTS | $13,500 | |
| TAOS SCHOOL OF MUSIC INC | |||||||
| PO BOX 2630 | TAOS | NM | 87571 | PC | SUPPORT OF THE CLASSICAL ARTS | $9,000 | |
| TESSARAE BAROQUE | |||||||
| 428 EAST LAS FLORES DRIVE | ALTADENA | CA | 91001 | PC | SUPPORT OF THE CLASSICAL ARTS | $16,000 | |
| THE CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SUPPORT OF THE CLASSICAL ARTS | $15,000 | |
| THE COLBURN SCHOOL | |||||||
| 200 S GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | SUPPORT OF THE CLASSICAL ARTS | $4,030,000 | |
| THE DA CAMERA SOCIETY | |||||||
| 10 CHESTER PLACE | LOS ANGELES | CA | 90007 | PC | SUPPORT OF THE CLASSICAL ARTS | $90,000 | |
| THE HARMONY PROJECT | |||||||
| 325 N LARCHMONT BLVD 604 | LOS ANGELES | CA | 90001 | PC | SUPPORT OF THE CLASSICAL ARTS | $20,000 | |
| THE MUSIC GUILD | |||||||
| 6303 WILSHIRE BLVD SUITE 206 | LOS ANGELES | CA | 90048 | PC | SUPPORT OF THE CLASSICAL ARTS | $14,000 | |
| THE OPERA BUFFS INC | |||||||
| 902 INVERNESS DRIVE | RANCHO MIRAGE | CA | 92270 | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 | |
| THE PERFORMING ARTS CENTER OF LOS ANGELES COUNTY | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | PC | SUPPORT OF THE CLASSICAL ARTS | $12,000 | |
| UCLA FOUNDATION | |||||||
| 2539 SCHOENBERG MUSIC BLDG BOX | LOS ANGELES | CA | 90095 | PC | SUPPORT OF THE CLASSICAL ARTS | $70,000 | 57234 |
| USC THORNTON SCHOOL OF MUSIC | |||||||
| 840 W 34TH STREET | LOS ANGELES | CA | 90089 | PC | SUPPORT OF THE CLASSICAL ARTS | $180,000 | |
| VERDI CHORUS | |||||||
| 837 LINCOLN BLVD APT 10 | SANTA MONICA | CA | 90403 | PC | SUPPORT OF THE CLASSICAL ARTS | $2,500 | |
| VOX FEMINA LOS ANGELES | |||||||
| 3341 CAROLINE AVE | CULVER CITY | CA | 90232 | PC | SUPPORT OF THE CLASSICAL ARTS | $15,000 | |
| WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS | |||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | PC | SUPPORT OF THE CLASSICAL ARTS | $5,000 | |
| YOUNG CONCERT ARTISTS | |||||||
| 1776 BROADWAY SUITE 1500 | NEW YORK | NY | 10019 | PC | SUPPORT OF THE CLASSICAL ARTS | $30,000 | |
| YOUNG MUSICIANS FOUNDATION | |||||||
| 1844 CYPRESS AVE 101 | LOS ANGELES | CA | 90065 | PC | SUPPORT OF THE CLASSICAL ARTS | $13,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,328,789 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,018,589 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,169,804 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $573 |
| PARTNERSHIP INCOME | 18 | -$1,429,372 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,580,014 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,580,014 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $41,990 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,990 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO INCOME INSTL (PIMIX) 797,398336SH | BondNm |
| EOY Book Value | $8,253,072 | EOYBookValueAmt |
| EOYFMV | $8,253,072 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD PRIMECAP CORE I (VPCCX) 37,711.901SH | $1,025,009 | $1,025,009 |
| VANGUARD TOTAL INTL STOC (VTSNX) 36,504.43SH | $4,067,324 | $4,067,324 |
| VANGUARD 500 INDEX ADMIR (VFIAX) 834.1820SH | $295,392 | $295,392 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,183,218 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,183,218 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADAGE CAPITAL PARTNERS | FMV | $15,591,351 | $15,591,351 |
| ANGELES ABSOLUTE RETURN FUND | FMV | $17,265,388 | $17,265,388 |
| ANGELES DIRECT EQUITY FUND 1, L.P. | FMV | $2,105,376 | $2,105,376 |
| ANGELES DIVERSIFIED INCOME FUND | FMV | $26,349,646 | $26,349,646 |
| ANGELES GLOBAL EQUITY OPPORTUNITY FUND | FMV | $45,784,436 | $45,784,436 |
| ANGELES PRIVATE CREDIT FUND 2 | FMV | $1,128,648 | $1,128,648 |
| ANGELES PRIVATE MARKET FUND 1 | FMV | $10,710,455 | $10,710,455 |
| ANGELES PRIVATE MARKET FUND 2 | FMV | $8,272,601 | $8,272,601 |
| ANGELES PRIVATE MARKET FUND 3 | FMV | $6,020,087 | $6,020,087 |
| ANGELES PRIVATE MARKET FUND 4 | FMV | $3,349,624 | $3,349,624 |
| ANGELES PRIVATE MARKET FUND 5 | FMV | $643,193 | $643,193 |
| ANGELES PRIVATE CREDIT FUND | FMV | $3,148,363 | $3,148,363 |
| ANGELES REAL ASSET FUND I | FMV | $811,411 | $811,411 |
| BAIN CAPITAL ASIA FUND III | FMV | $1,296,318 | $1,296,318 |
| BAIN CAPITAL FUND XI | FMV | $2,013,229 | $2,013,229 |
| BROOKFIELD CAPITAL PARTNERS IV | FMV | $2,853,226 | $2,853,226 |
| CHARLSEBANK EQUITY VIII | FMV | $1,262,744 | $1,262,744 |
| CLEARLAKE CAPITAL PARTNERS IV | FMV | $2,572,019 | $2,572,019 |
| DOVER STREET VIII | FMV | $597,226 | $597,226 |
| DUNE REAL ESTATE FUND III | FMV | $1,915,400 | $1,915,400 |
| GSO ENERGY SELECT OPPORTUNITY FUND | FMV | $385,846 | $385,846 |
| KAYNE ANDERSON ENERGY FUND IV (QP) | FMV | $93,215 | $93,215 |
| LONE STAR REAL ESTATE FUND IV (US) | FMV | $546,440 | $546,440 |
| LONE STAR FUND IX (US) | FMV | $775,652 | $775,652 |
| LONE STAR FUND VIII (US) | FMV | $666,536 | $666,536 |
| SCULPTOR REAL ESTATE PARALLEL FUND III A | FMV | $670,879 | $670,879 |
| SCULPTOR REAL ESTATE PARALLEL FUND II A | FMV | $132,542 | $132,542 |
| ORBIMED ROYALTY OPPORTUNITY FUND II | FMV | $65,387 | $65,387 |
| VISTA EQUITY PARTNERS FUND V (CAYMAN) | FMV | $1,124,731 | $1,124,731 |
| PATHWAY PRIVATE EQUITY FUND 2007 | FMV | $790,447 | $790,447 |
| LONE STAR REAL ESTATE FUND III (US) | FMV | $12,019 | $12,019 |
| LONE STAR REAL ESTATE FUND II (US) | FMV | $5,990 | $5,990 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $12,610 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,610 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS(LOSSES) FOR INVESTMENTS | Desc |
| Amt | $22,489,269 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES | $756,216 | $1,344,743 | $0 |
| INSURANCE | $9,960 | $0 | $9,960 |
| TELEPHONE | $1,802 | $0 | $1,802 |
| OFFICE SUPPLIES | $1,706 | $0 | $1,550 |
| EQUIPMENT LEASE AND RENTALS | $14,011 | $0 | $14,011 |
| MISCELLANEOUS | $326 | $0 | $325 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $0 | -$2,040,716 | $0 |
| OTHER INCOME | $573 | $573 | |
| PARTNERSHIP INCOME | -$1,429,372 | -$1,429,372 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX BENEFIT | Desc |
| Amt | $288,601 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITIES | Desc |
| BOY Book Value | $1,167,552 | BOYBookValueAmt |
| EOY Book Value | $851,815 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $293,198 | $293,198 | $0 |
| OTHER PROFESSSIONAL FEES | $4,894 | $0 | $4,894 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $245,257 | $0 | $0 |
| FOREIGN TAXES | $101,793 | $101,793 | $0 |
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