THE HEARTHLAND FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE HEARTHLAND FOUNDATION (EIN 95-4016320)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349106027
- Schema version
- 2021v4.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:42:34-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 852517595 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRESLAUER RUTMAN & ANDERSON INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W OLYMPIC BLVD STE 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900641551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954016320 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEARTHLAND FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BRESLAUER RUTMAN & ANDERSON INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WUND | BusinessNameControlTxt |
| Phone | 3104813513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W OLYMPIC BLVD 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900641551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY ANDERSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3104813513 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TAMMY | PersonFirstNm |
| Person Last | ANDERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA CHIN | PreparerPersonNm |
| PTIN | P01276526 | PTIN |
| Phone | 3104813513 | PhoneNum |
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 | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $385,199,929 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $46,157,406 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,401,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,401,926 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,507,422 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,408,728 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,507,422 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,066,754 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,909,348 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,925 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,962 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,963 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,763,417 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,763,417 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $498,462 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $199,462 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,615 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,308 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,307 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $950,607 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $918,850 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,293 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,281,026 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,152,582 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,828,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,822,377 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,822,377 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,103,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,152,582 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,651,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,963,351 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,756,766 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,208,005 | CashBOYAmt |
| Cash EOY | $41,242,106 | CashEOYAmt |
| Cash EOYFMV | $41,242,106 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $91 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $37,328 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $91 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $91 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $86,759,665 | CorporateStockBOYAmt |
| Corporate Stock EOY | $204,713,063 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $273,702,369 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,887,439 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $38,248,470 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $38,087,009 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $133,843,753 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,364,872 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,037,123 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $131,231 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $131,231 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $264,736,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $313,699,833 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $385,199,929 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $292 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $292 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $264,736,190 | RetainedEarningBOYAmt |
| Retained Earning EOY | $313,699,541 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $264,736,190 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $313,699,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $264,736,190 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $313,699,833 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $264,736,190 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,963,351 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $313,699,541 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $313,699,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| RA CAPITAL | P | 2019-01-01 | 2021-12-31 | $1,129,374 | $1,129,374 | $1,129,374 | |
| BERNSTEIN #21906 - SHORT TERM | P | 2021-06-01 | 2021-08-31 | -$116,583 | -$116,583 | $116,583 | |
| CHARLES SCHWAB #9054 - SHORT TERM | P | 2021-07-15 | 2021-10-20 | $11,212,768 | $1,398,254 | $1,398,254 | $9,814,514 |
| CHARLES SCHWAB #2837 - SHORT TERM | P | 2021-02-18 | 2021-04-16 | $9,233,093 | $1,306,542 | $1,306,542 | $7,926,551 |
| CHARLES SCHWAB #7410 - SHORT TERM | P | 2021-12-13 | 2021-12-23 | $6,271,551 | $321,337 | $321,337 | $5,950,214 |
| BERNSTEIN #21906 - LONG TERM | P | 2020-05-31 | 2021-06-16 | -$49,971 | -$49,971 | $49,971 | |
| CHARLES SCHWAB #9054 - LONG TERM | P | 2020-06-08 | 2021-10-20 | $14,891,449 | $4,562,910 | $4,562,910 | $10,328,539 |
| CHARLES SCHWAB #2837 - LONG TERM | P | 2020-06-08 | 2021-07-15 | $1,560,851 | $228,784 | $228,784 | $1,332,067 |
| CHARLES SCHWAB #7410 - LONG TERM | P | 2020-08-20 | 2021-12-13 | $2,628,361 | $52,064 | $52,064 | $2,576,297 |
| OWL ROCK TECH.FIN. - GAIN ON SALE OF PARTNERSHIP | P | 2018-06-07 | 2021-12-30 | $830,696 | $793,109 | $793,109 | $37,587 |
| BLACKROCK REIT | P | 2020-01-31 | 2021-11-01 | $5,046,911 | $277,928 | $277,928 | $4,768,983 |
| SCGE OFFSHORE FUND | P | 2018-06-01 | 2021-12-31 | $2,561,405 | $2,561,405 | $2,561,405 | |
| CAPITAL GAINS DIVIDENDS | P | $42,269 | $42,269 | $42,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,507,422 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $219,019 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $219,019 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $219,019 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $367,771 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $367,771 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $148,752 | OverpaymentAmt |
| Applied To ES Tax | $148,752 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRESLAUER RUTMAN ANDERSON INC | IndividualWithBooksNm |
| Phone | 3104813513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W OLYMPIC BLVDSUITE 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900641551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| KATE CAPSHAW SPIELBERG | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEVEN SPIELBERG | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KRISTIE MACOSKO KRIEGER | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| GERALD BRESLAUER | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | PRESIDENT, DIRECTOR | 0.50 | $0 | $0 | $0 |
| MICHAEL RUTMAN | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | CFO | 0.50 | $0 | $0 | $0 |
| TAMMY ANDERSON | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | SECRETARY, DIRECTOR | 0.50 | $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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| FUNDAMENTAL PHILANTHROPY INC | |||||||||
| 400 S BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | GRANT ADMINISTRATION & CONSULTING | $1,114,500 | ||||
| SUMMIT ROCK ADVISORS LLC | |||||||||
| 9 W 57TH ST 12TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT ADVISORY FEES | $798,609 | ||||
| MOONSHOTS & OTHER ADVENTURES INC | |||||||||
| 52 LOVELL AVENUE | MILL VALLEY | CA | 94941 | CONSULTING | $322,640 | ||||
| CASA VIGNALE DESIGN INC | |||||||||
| CONSULTING | $137,500 | 1104-1618 W 6TH AVENUE | VANCOUVER | BRITISH COLUMBIA | CA | ||||
| GKYOUNG | |||||||||
| 305 6TH STREET | LANGLEY | WA | 98260 | CONSULTING | $96,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | 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 | $295,407,997 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,765,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,037,123 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $339,210,344 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $339,210,344 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,088,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $334,122,189 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,706,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,706,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $219,019 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $219,019 | TotalTaxAmt |
| Distributable Before Adj | $16,487,090 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,487,090 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,487,090 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,651,357 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,651,357 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,487,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,587,235 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,404,182 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,775,299 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,666,907 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,160,493 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,594,116 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,651,357 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,651,357 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,835,733 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,835,733 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,758,383 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,751,502 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,006,881 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,404,182 | ExcessFromYear4Amt |
| Excess From Year3 | $4,775,299 | ExcessFromYear3Amt |
| Excess From Year2 | $1,666,907 | ExcessFromYear2Amt |
| Excess From Year1 | $9,160,493 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATE CAPSHAW SPIELBERG | ContributingManagerNm |
| Contributing Manager | STEVEN SPIELBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF AMERICAN POETS | |||||||
| 75 MAIDEN LANE SUITE 901 | NEW YORK | NY | 10038 | NONE | PC | ARTS, CULTURE & MEDIA | $10,000 |
| ALLIANCE FOR YOUNG ARTISTS AND WRITERS INC | |||||||
| 557 BROADWAY | NEW YORK | NY | 10012 | NONE | PC | ARTS, CULTURE & MEDIA | $25,000 |
| ALLIANCE FOR YOUTH ORGANIZING | |||||||
| 915 5TH ST NW | WASHINGTON | DC | 20001 | NONE | PC | CIVIC ENGAGEMENT & GOTV | $50,000 |
| ARTFUL LEARNING INC | |||||||
| 121 W 27TH STREET SUITE 1104 | NEW YORK | NY | 10001 | NONE | PC | ARTS EDUCATION | $50,000 |
| BARACK OBAMA FOUNDATION | |||||||
| 5235 SOUTH HARPER COURT SUITE 1140 | CHICAGO | IL | 60615 | NONE | PC | CIVIC ENGAGEMENT & GOTV | $2,000,000 |
| BVM CAPACITY BUILDING INSTITUTE | |||||||
| 3645 MARKETPLACE BLVD ST130-209 | EAST POINT | GA | 30344 | NONE | PC | RACIAL JUSTICE | $100,000 |
| CENTER FOR REPRODUCTIVE RIGHTS INC | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | WOMEN | $50,000 |
| COLOROFCHANGEORG EDUCATION FUND INC | |||||||
| 1714 FRANKLIN ST SUITE 100-136 | OAKLAND | CA | 94612 | NONE | PC | RACIAL JUSTICE | $150,000 |
| ELEANOR WHITMORE EARLY CHILDHOOD CENTER INC | |||||||
| POBOX 63 | EAST HAMPTON | NY | 11937 | NONE | PC | EDUCATION | $10,000 |
| ELIE WIESEL FOUNDATION FOR HUMANITY INC | |||||||
| 555 MADISON AVENUE 20TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | EDUCATION | $9,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | HUMAN RIGHTS | $250,000 |
| FAITH IN ACTION NETWORK | |||||||
| 990 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | NONE | PC | BRIDGING DIVIDES | $100,000 |
| FIRELIGHT MEDIA INC | |||||||
| 72 HAMILTON TERRACE | NEW YORK | NY | 10031 | NONE | PC | ARTS, CULTURE & MEDIA | $500,000 |
| FRIENDS OF GEORGICA POND FOUNDATION INC | |||||||
| POBOX 1393 | WAINSCOTT | NY | 11975 | NONE | PC | ENVIRONMENT & CLIMATE CHANGE | $25,000 |
| FRIENDS OF THE BRENTWOOD ART CENTER | |||||||
| 13031 MONTANA AVENUE | LOS ANGELES | CA | 90049 | NONE | PC | ARTS EDUCATION | $25,000 |
| GEFFEN PLAYHOUSE INC | |||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | NONE | PC | ARTS, CULTURE & MEDIA | $100,000 |
| GET LIT WORDS IGNITE INC | |||||||
| 672 SOUTH LAFAYETTE PARK PLACE | LOS ANGELES | CA | 90057 | NONE | PC | ARTS EDUCATION | $100,000 |
| GUILD HALL OF EAST HAMPTON INC | |||||||
| 158 MAIN ST | EAST HAMPTON | NY | 11937 | NONE | PC | ARTS, CULTURE & MEDIA | $25,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 FIFTH AVE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | HUMAN RIGHTS | $333,333 |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||
| 1875 CENTURY PARK EAST STE 200 | LOS ANGELES | CA | 90067 | NONE | PC | HUMANITARIAN AID | $5,000 |
| M F PLACE INC | |||||||
| 5850 HOLLYWOOD BLVD | LOS ANGELES | CA | 90028 | NONE | PC | YOUTH | $50,000 |
| MCCLATCHY JOURNALISM INSTITUTE | |||||||
| 200 LIBERTY STREET | NEW YORK | NY | 10281 | NONE | PC | ARTS, CULTURE & MEDIA | $100,000 |
| MOTHERING JUSTICE | |||||||
| 17320 LIVERNOIS AVENUE | DETROIT | MI | 48221 | NONE | PC | WOMEN | $50,000 |
| NEW AMERICA FOUNDATION | |||||||
| 740 15TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | NONE | PC | CIVIC ENGAGEMENT & GOTV | $150,000 |
| ON BEING PROJECT | |||||||
| 1619 HENNEPIN AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | NONE | PC | ARTS, CULTURE & MEDIA | $500,000 |
| PARTNERS FOR JUSTICE INC | |||||||
| 125 LINCOLN PLACE | BROOKLYN | NY | 11217 | NONE | PC | HUMAN RIGHTS | $50,000 |
| PECONIC LAND TRUST INC | |||||||
| PO BOX 1776 | SOUTHAMPTON | NY | 11969 | NONE | PC | ENVIRONMENT & CLIMATE CHANGE | $50,000 |
| PEOPLE'S ACTION INSTITUTE | |||||||
| 2125 W NORTH AVE 3RD FLOOR | CHICAGO | IL | 60647 | NONE | PC | CIVIC ENGAGEMENT & GOTV | $250,000 |
| PLANNED PARENTHOOD HUDSON PECONIC INC | |||||||
| 4 SKYLINE DRIVE | HAWTHORNE | NY | 10532 | NONE | PC | HEALTH | $5,000 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | HEALTH | $50,000 |
| POLARIS PROJECT | |||||||
| PO BOX 65323 | WASHINGTON | DC | 20035 | NONE | PC | HUMAN RIGHTS | $100,000 |
| ROBERT C MAYNARD INSTITUTE FOR JOURNALISM EDUCAT | |||||||
| 1400 65TH STREET SUITE 200 | EMERYVILLE | CA | 94608 | NONE | PC | RACIAL JUSTICE | $175,000 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | NONE | PC | YOUTH | $150,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PC | EDUCATION | $21,294 |
| SMITHSONIAN INSTITUTION | |||||||
| 1400 CONSTITUTION AVENUE NW | WASHINGTON | DC | 20560 | NONE | PC | ARTS, CULTURE & MEDIA | $600,000 |
| SOUTHAMPTON HOSPITAL FOUNDATION INC | |||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | HEALTH | $10,000 |
| STORYCORPS INC | |||||||
| 80 HANSON PLACE 2ND FLOOR | BROOKLYN | NY | 11217 | NONE | PC | BRIDGING DIVIDES | $500,000 |
| GROUNDTRUTH PROJECT INC | |||||||
| 10 GUEST ST | BRIGHTON | MA | 02135 | NONE | PC | ARTS, CULTURE & MEDIA | $100,000 |
| NATURE CONSERVANCY | |||||||
| PO BOX 5125 | EAST HAMPTON | NY | 11937 | NONE | PC | ENVIRONMENT & CLIMATE CHANGE | $5,000 |
| RAPE FOUNDATION THE | |||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | PC | HUMAN RIGHTS | $25,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 650 WEST 35TH STREET SUITE 401 | LOS ANGELES | CA | 90007 | NONE | PC | JEWISH | $93,750 |
| UTAH FILM CENTER | |||||||
| 122 S MAIN STREET | SALT LAKE CITY | UT | 84101 | NONE | PC | ARTS, CULTURE & MEDIA | $340,000 |
| WE THE PEOPLE MI | |||||||
| 440 BURROUGHS ST SUITE 174 | DETROIT | MI | 48202 | NONE | PC | CIVIC ENGAGEMENT & GOTV | $50,000 |
| WORLD CENTRAL KITCHEN INC | |||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | HUMANITARIAN AID | $100,000 |
| RIGHTEOUS PERSONS FOUNDATION | |||||||
| 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | TRANSFEROR AND GRANTEE ARE CONTROLLED BY SAME DIRECTORS | PF | JEWISH | $3,380,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,822,377 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARACK OBAMA FOUNDATION | |||||||
| 5235 SOUTH HARPER COURT SUITE 1140 | CHICAGO | IL | 60615 | NONE | PC | CIVIC ENGAGEMENT & GOTV | $4,000,000 |
| COLOROFCHANGEORG EDUCATION FUND | |||||||
| 1714 FRANKLIN ST SUITE 100-136 | OAKLAND | CA | 94612 | NONE | PC | RACIAL JUSTICE | $150,000 |
| ELEANOR WHITMORE EARLY CHILDHOOD CENTER INC | |||||||
| POBOX 63 | EAST HAMPTON | NY | 11937 | NONE | PC | EDUCATION | $10,000 |
| FIRELIGHT MEDIA INC | |||||||
| 72 HAMILTON TERRACE | NEW YORK | NY | 10031 | NONE | PC | ARTS, CULTURE & MEDIA | $500,000 |
| FRIENDS OF GEORGICA POND FOUNDATION INC | |||||||
| POBOX 1393 | WAINSCOTT | NY | 11975 | NONE | PC | ENVIRONMENT & CLIMATE CHANGE | $50,000 |
| FRIENDS OF THE BRENTWOOD ARTS CENTER | |||||||
| 13031 MONTANA AVENUE | LOS ANGELES | CA | 90049 | NONE | PC | ARTS EDUCATION | $25,000 |
| GEFFEN PLAYHOUSE INC | |||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | NONE | PC | ARTS, CULTURE & MEDIA | $200,000 |
| GUILD HALL OF EAST HAMPTON | |||||||
| 158 MAIN ST | EAST HAMPTON | NY | 11937 | NONE | PC | ARTS, CULTURE & MEDIA | $25,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 FIFTH AVE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | HUMAN RIGHTS | $333,334 |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||
| 1875 CENTURY PARK EAST STE 200 | LOS ANGELES | CA | 90067 | NONE | PC | HUMANITARIAN AID | $5,000 |
| MCCLATCHY JOURNALISM INSTITUTE | |||||||
| 200 LIBERTY STREET | NEW YORK | NY | 10281 | NONE | PC | ARTS, CULTURE & MEDIA | $100,000 |
| PECONIC LAND TRUST INCORPORATED | |||||||
| PO BOX 1776 | SOUTHAMPTON | NY | 11969 | NONE | PC | ENVIRONMENT & CLIMATE CHANGE | $50,000 |
| ROBERT C MAYNARD INSTITUTE FOR JOURNALISM EDUCATION | |||||||
| 1400 65TH STREET SUITE 200 | EMERYVILLE | CA | 94608 | NONE | PC | RACIAL JUSTICE | $150,000 |
| SOUTHAMPTON HOSPITAL FOUNDATION INC | |||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | HEALTH | $10,000 |
| STORYCORPS | |||||||
| 80 HANSON PLACE 2ND FLOOR | BROOKLYN | NY | 11217 | NONE | PC | BRIDGING DIVIDES | $500,000 |
| UTAH FILM CENTER (ZIPPORAH FILMS) | |||||||
| 122 S MAIN STREET | SALT LAKE CITY | UT | 84101 | NONE | PC | ARTS, CULTURE & MEDIA | $380,000 |
| ACADEMY OF AMERICAN POETS | |||||||
| 75 MAIDEN LANE SUITE 901 | NEW YORK | NY | 10038 | NONE | PC | ARTS, CULTURE & MEDIA | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,498,334 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,401,926 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,507,422 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,909,348 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,909,348 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AMBLIN ENTERTAINMENT INC | ||||||
| 1 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $157,406 | Yes (X) |
| KATE CAPSHAW AND STEVEN SPIELBERG | ||||||
| 2 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $46,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT | CategoryTxt |
| Amt | $36,000 | Amt |
| Net Investment Income | $18,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RIGHTEOUS PERSONS FOUNDATION | |||||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | 2021-01-26 | $185,000 | TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN | $185,000 | NONE | 3/31/21; 6/30/21; 9/30/21; 12/31/21 | 2022-10-31 | TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE. |
| RIGHTEOUS PERSONS FOUNDATION | |||||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | 2021-01-29 | $100,000 | TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN | $100,000 | NONE | 3/31/21; 6/30/21; 9/30/21; 12/31/21 | 2022-10-31 | TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE. |
| RIGHTEOUS PERSONS FOUNDATION | |||||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | 2021-06-30 | $1,050,000 | TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN | $1,050,000 | NONE | 3/31/21; 6/30/21; 9/30/21; 12/31/21 | 2022-10-31 | TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE. |
| RIGHTEOUS PERSONS FOUNDATION | |||||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | 2021-07-14 | $185,000 | TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN | $185,000 | NONE | 3/31/21; 6/30/21; 9/30/21; 12/31/21 | 2022-10-31 | TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE. |
| RIGHTEOUS PERSONS FOUNDATION | |||||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | 2021-10-01 | $200,000 | TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN | $200,000 | NONE | 3/31/21; 6/30/21; 9/30/21; 12/31/21 | 2022-10-31 | TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE. |
| RIGHTEOUS PERSONS FOUNDATION | |||||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | 2021-12-13 | $450,000 | TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN | $450,000 | NONE | 3/31/21; 6/30/21; 9/30/21; 12/31/21 | 2022-10-31 | TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE. |
| RIGHTEOUS PERSONS FOUNDATION | |||||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | 2021-12-28 | $1,210,000 | TO FUND INNOVATIVE APPROACHES THAT INSPIRE ACTIVISM FOR SOCIAL JUSTICE, HELP BRING PEOPLE TOGETHER ACROSS LINES OF DIFFERENCE; UNLOCK THE POWER OF ART AND STORYTELLING; MAKE JEWISH HISTORY AND TRADITION MORE ACCESSIBLE; AND ENSURE THAT THE MORAL LESSONS OF THE HOLOCAUST ARE NOT FORGOTTEN | $1,210,000 | NONE | 3/31/21; 6/30/21; 9/30/21; 12/31/21 | 2022-10-31 | TO THE KNOWLEDGE OF THE HEARTHLAND FOUNDATION BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR PURPOSES OTHER THAN FOR ITS INTENDED PURPOSE. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $38,248,470 | EOYBookValueAmt |
| EOYFMV | $38,087,009 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $204,713,063 | EOYBookValueAmt |
| EOYFMV | $273,702,369 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $29,364,872 | BookValueAmt |
| EOYFMV | $32,037,123 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Legal Fees | $19,925 | LegalFeesAmt |
| Net Investment Income | $9,962 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,963 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEBSITE DESIGN | Desc |
| EOY Book Value | $131,231 | EOYBookValueAmt |
| EOYFMV | $131,231 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $889,468 | $889,468 | $0 | $0 |
| FILING FEES AND LICENSES | $1,911 | $0 | $0 | $1,911 |
| OFFICE EXPENSE | $58,764 | $29,382 | $0 | $29,382 |
| UNDERPAYMENT PENALTY | $464 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO FRANCHISE TAX BOARD | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $292 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $1,763,417 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,763,417 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $299,000 | $0 | $0 | $0 |
| FOREIGN TAX | $199,462 | $199,462 | $0 | $0 |