SMIDT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SMIDT FOUNDATION (EIN 81-4631478)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349108068
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:42:23-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | 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 | 814631478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SMIDT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMID | BusinessNameControlTxt |
| Phone | 3108001873 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9355 WILSHIRE BOULEVARD 400 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLAN MUTCHNIK | PersonNm |
| Person Title | DIRECTOR/TREASURER | PersonTitleTxt |
| Phone | 3108001873 | 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 | ALLAN | PersonFirstNm |
| Person Last | MUTCHNIK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R SALES | PreparerPersonNm |
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $265,678,716 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,687,164 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,687,164 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $991,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $991,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,825 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,825 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,825 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,683,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,683,724 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,207 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,299 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,098 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $66,551 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,277 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,995 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $639,647 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $666,702 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,124 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $209,628 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $208,192 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $71,639 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,795 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44,626 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,033,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,371 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $953,613 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,698,287 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,715,178 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,732,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,371 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,668,791 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,048,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,645,353 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,694,462 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $161,491,111 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,399,942 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,399,942 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $14,960 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $785 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $785 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $54,313,343 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $54,313,343 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $76,309,441 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $132,961,016 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $132,961,016 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,500,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,630 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,630 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $297,009,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $265,678,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $265,678,716 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $56,243 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $54,369 | AccountsPayableEOYAmt |
| Grants Payable BOY | $19,102,380 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,128,224 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $19,158,623 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,182,593 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $277,851,351 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $255,496,123 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $277,851,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $255,496,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $297,009,974 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $265,678,716 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $277,851,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,048,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,957,265 | OtherIncreasesAmt |
| Subtotal | $268,760,257 | SubtotalAmt |
| Other Decreases | $13,264,134 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $255,496,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FUND 20 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,825 | GrossSalesPriceAmt |
| Gain Or Loss | $4,825 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,825 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,825 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,770 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,770 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,770 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,287 | 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 | $32,287 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,483 | TaxDueAmt |
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 |
| Org Report Or Register State | DE | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALLAN MUTCHNIK TREASURER | IndividualWithBooksNm |
| Phone | 3108001873 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9355 WILSHIRE BOULEVARD SUITE 400 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ERIC L SMIDT | ||||||||
| 9355 WILSHIRE BOULEVARD SUITE 400 | BEVERLY HILLS | CA | 90210 | DIRECTOR / PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALLAN G MUTCHNIK | ||||||||
| 9355 WILSHIRE BOULEVARD SUITE 400 | BEVERLY HILLS | CA | 90210 | DIRECTOR / TREASURER | 1.00 | $0 | $0 | $0 |
| JASON KUPPER | ||||||||
| 9355 WILSHIRE BOULEVARD SUITE 400 | BEVERLY HILLS | CA | 90210 | SECRETARY (1/1/2022-9/01/2022) | 1.00 | $0 | $0 | $0 |
| SABA YAZDANI | ||||||||
| 9355 WILSHIRE BOULEVARD SUITE 400 | BEVERLY HILLS | CA | 90210 | SECRETARY (9/01/2022-12/31/2022) | 1.00 | $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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DRUCKER INSTITUTE CGU | |||||
| 150 EAST 10TH STREET | CLAREMONT | CA | 91711 | CONSULTANT | $278,603 |
| IDEA CROSSING INC DBA SKILD | |||||
| 130 W UNION STREET | PASADENA | CA | 91103 | CONSULTANT | $60,195 |
| FARKAS DUFFETT RESEARCH GRP LLC | |||||
| 1619 3RD AVENUE 14F-E | NEW YORK | NY | 10128 | CONSULTANT | $55,415 |
| VISCERAL LLC | |||||
| 3631 FIFTH AVENUE | SAN DIEGO | CA | 92103 | CONSULTANT | $52,250 |
| 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 | $23,263,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,997,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $94,551,567 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $284,813,137 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $284,813,137 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,272,197 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $280,540,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,027,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,027,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,770 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,770 | TotalTaxAmt |
| Distributable Before Adj | $13,990,277 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,990,277 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,990,277 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,668,791 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,668,791 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,990,277 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,841,550 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,131,995 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,200,431 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,893,543 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $32,067,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,668,791 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,990,277 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,678,514 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,746,033 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,841,550 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,904,483 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,131,995 | ExcessFromYear4Amt |
| Excess From Year3 | $8,200,431 | ExcessFromYear3Amt |
| Excess From Year2 | $13,893,543 | ExcessFromYear2Amt |
| Excess From Current Year | $6,678,514 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC L SMIDT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (159 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| EVERGREEN SCHOOL DISTRICT 114 FOUNDATION | ||||||||
| 14300 NE 18TH STREET | VANCOUVER | WA | 98684 | PC | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $100,000 | ||
| KALAMA SCHOOL DISTRICT #402 | ||||||||
| 548 CHINA GARDEN ROAD | KALAMA | WA | 98625 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $100,000 | ||
| COLUMBIA PUBLIC SCHOOLS | ||||||||
| 4203 SOUTH PROVIDENCE ROAD | COLUMBIA | MO | 65203 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $70,000 | ||
| ESCAMBIA COUNTY BOARD OF EDUCATION | ||||||||
| 2824 PEA RIDGE ROAD | BREWTON | AL | 36426 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $70,000 | ||
| FRANKLIN COUNTY SCHOOL DISTRICT | ||||||||
| 129 VOTECH LANE | MEADVILLE | MS | 39653 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $70,000 | ||
| LANE COUNTY SD #19 | ||||||||
| 875 7TH STREET | SPRINGFIELD | OR | 97477 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $50,000 | ||
| THE SCHOOL BOARD OF BROWARD COUNTY FLORIDA | ||||||||
| 4700 COCONUT CREEK PARKWAY | COCONUT CREEK | FL | 33063 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $50,000 | ||
| ALEXANDER CENTRAL HIGH SCHOOL | ||||||||
| 223 SCHOOL DRIVE | TAYLORSVILLE | NC | 28681 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $35,000 | ||
| CENTRAL NINE CAREER CENTER | ||||||||
| 1999 US 31 SOUTH | GREENWOOD | IN | 46143 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $35,000 | ||
| JOHN HERSEY HIGH SCHOOL | ||||||||
| 1900 EAST THOMAS STREET | ARLINGTON HEIGHTS | IL | 60004 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $35,000 | ||
| JOHNSON-BROCK PUBLIC SCHOOL | ||||||||
| 310 MAIN STREET PO BOX 186 | JOHNSON | NE | 68378 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $35,000 | ||
| JORDAN EDUCATION FOUNDATION | ||||||||
| 12723 PARK AVENUE | RIVERTON | UT | 84065 | PC | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $35,000 | ||
| KAUKAUNA AREA SCHOOL DISTRICT | ||||||||
| 1701 COUNTY ROAD CE | KAUKAUNA | WI | 54130 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $35,000 | ||
| LUMPKIN COUNTY HIGH SCHOOL | ||||||||
| 2001 INDIAN DRIVE | DAHLONEGA | GA | 30533 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $35,000 | ||
| LYMAN HIGH SCHOOL | ||||||||
| 865 SOUTH RONALD REAGAN BLVD | LONGWOOD | FL | 32750 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $35,000 | ||
| ONEIDA-HERKIMER-MADISON BOCES | ||||||||
| 4747 MIDDLE SETTLEMENT ROAD | NEW HARTFORD | NY | 13413 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $35,000 | ||
| PERU CENTRAL SCHOOL DISTRICT | ||||||||
| PO BOX 68 17 SCHOOL STREET | PERU | NY | 12972 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $35,000 | ||
| PIKE CO R-III SCHOOLS | ||||||||
| 342 VOTECH ROAD | EOLIA | MO | 63344 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $35,000 | ||
| SHERIDAN SCHOOL DISTRICT #37 | ||||||||
| 400 NORTH ROCK STREET | SHERIDAN | AR | 72150 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $35,000 | ||
| TAYLORVILLE COMMUNITY UNIT SCHOOL DISTRICT #3 | ||||||||
| 815 WEST SPRINGFIELD ROAD SUITE B | TAYLORVILLE | IL | 62568 | GOV | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - SCHOOL AWARD | $35,000 | ||
| JARED N MONROE | ||||||||
| 4203 SOUTH PROVIDENCE ROAD | COLUMBIA | MO | 65203 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $30,000 | NO RELATIONSHIP | |
| JASON LAMAR BLACKWELL | ||||||||
| 2824 PEA RIDGE ROAD | BREWTON | AL | 36426 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $30,000 | NO RELATIONSHIP | |
| KRISTIE JONES | ||||||||
| 129 VOTECH LANE | MEADVILLE | MS | 39653 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $30,000 | NO RELATIONSHIP | |
| AARON ERVIN | ||||||||
| 342 VOTECH ROAD | EOLIA | MO | 63344 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $15,000 | NO RELATIONSHIP | |
| ANDRICE TUCKER | ||||||||
| 1999 US 31 SOUTH | GREENWOOD | IN | 46143 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $15,000 | NO RELATIONSHIP | |
| ASHTON BOHLING | ||||||||
| 310 MAIN STREET PO BOX 186 | JOHNSON | NE | 68378 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $15,000 | NO RELATIONSHIP | |
| BLAIR JENSEN | ||||||||
| 12723 PARK AVENUE | RIVERTON | UT | 84065 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $15,000 | NO RELATIONSHIP | |
| DANIEL S VAN BOXTEL | ||||||||
| 1701 COUNTY ROAD CE | KAUKAUNA | WI | 54130 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $15,000 | NO RELATIONSHIP | |
| DAVID R MOYE | ||||||||
| 865 SOUTH RONALD REAGAN BLVD | LONGWOOD | FL | 32750 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $15,000 | NO RELATIONSHIP | |
| JAMES VANBLADEL | ||||||||
| 1900 EAST THOMAS STREET | ARLINGTON HEIGHTS | IL | 60004 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $15,000 | NO RELATIONSHIP | |
| JEFFERY SCOTT BEARINGER | ||||||||
| 2001 INDIAN DRIVE | DAHLONEGA | GA | 30533 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $15,000 | NO RELATIONSHIP | |
| JOHN T STRATTON JR | ||||||||
| 4747 MIDDLE SETTLEMENT ROAD | NEW HARTFORD | NY | 13413 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $15,000 | NO RELATIONSHIP | |
| JOSHUA BOWLES | ||||||||
| 223 SCHOOL DRIVE | TAYLORSVILLE | NC | 28681 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $15,000 | NO RELATIONSHIP | |
| LEIF SORGULE | ||||||||
| PO BOX 68 17 SCHOOL STREET | PERU | NY | 12972 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $15,000 | NO RELATIONSHIP | |
| MATTHEW R BLOMQUIST | ||||||||
| 815 WEST SPRINGFIELD ROAD SUITE B | TAYLORVILLE | IL | 62568 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $15,000 | NO RELATIONSHIP | |
| TAYLOR E DONNELLY | ||||||||
| 400 NORTH ROCK STREET | SHERIDAN | AR | 72150 | I | 2022 HARBOR FREIGHT TOOLS FOR SCHOOLS PRIZE FOR TEACHING EXCELLENCE - INDIVIDUAL AWARD | $15,000 | NO RELATIONSHIP | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 127 SOUTH SAN VICENTE A3600 | LOS ANGELES | CA | 90048 | PC | SMIDT HEART INSTITUTE | $3,000,000 | ||
| LA FAMILY HOUSING CORPORATION | ||||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | PC | CAPITAL CAMPAIGN; GENERAL OPERATING SUPPORT | $2,920,000 | ||
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | ||||||||
| PO BOX 9509 | WARWICK | RI | 02889 | PC | GENERAL NONPROFIT SUPPORT | $2,500,000 | ||
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PC | GENERAL OPERATING SUPPORT | $1,025,000 | ||
| BIG PICTURE COMPANY INC | ||||||||
| 325 PUBLIC STREET | PROVIDENCE | RI | 02905 | PC | FELLOWS PROGRAM | $900,875 | ||
| JEWISH FAMILY SERVICE OF LOS ANGELES | ||||||||
| 330 NORTH FAIRFAX AVENUE | LOS ANGELES | CA | 90036 | PC | GENERAL OPERATING SUPPORT | $510,000 | ||
| AIR SUPPORT ANGELS FOUNDATION | ||||||||
| 2222 AVENUE OF THE STARS SUITE 804 | LOS ANGELES | CA | 90067 | PC | GENERAL OPERATING SUPPORT | $422,000 | ||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET SUITE ROOM 305 | PHILADELPHIA | PA | 19104 | PC | ART COLLECTION AND SCHOLARSHIP FUND | $400,000 | ||
| PORT OF LOS ANGELES HIGH SCHOOL | ||||||||
| 250 WEST 5TH STREET | SAN PEDRO | CA | 90731 | PC | SKILLED TRADES EDUCATION PROGRAM | $354,621 | ||
| BOYS AND GIRLS CLUBS OF THE LOS ANGELES HARBOR | ||||||||
| 1200 SOUTH CABRILLO AVENUE | SAN PEDRO | CA | 90731 | PC | CAREER BOUND PROGRAM; GENERAL OPERATING SUPPORT | $323,361 | ||
| UNITED STATES VETERANS INITIATIVE | ||||||||
| 800 WEST 6TH STREET SUITE 1505 | LOS ANGELES | CA | 90017 | PC | GENERAL OPERATING SUPPORT | $310,000 | ||
| AMERICAN NATIONAL RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | DISASTER RESPONSE; GENERAL OPERATING SUPPORT | $255,000 | ||
| UNITED WAY INC (DBA UNITED WAY GREATER LOS ANGELES) | ||||||||
| 1150 SOUTH OLIVE STREET SUITE T500 | LOS ANGELES | CA | 90015 | PC | SHELTER IMPROVEMENT INITIATIVE | $250,000 | ||
| PORTLAND ART MUSEUM | ||||||||
| 1219 SW PARK AVENUE | PORTLAND | OR | 97205 | PC | CAPITAL EXPANSION AND RENOVATION; EXHIBITIONS; GENERAL OPERATING SUPPORT | $250,000 | ||
| ABC UNIFIED SCHOOL DISTRICT | ||||||||
| 12108 EAST DEL AMO BLVD | LAKEWOOD | CA | 90715 | GOV | SKILLED TRADES EDUCATION PROGRAM | $181,133 | ||
| LOS ANGELES EDUCATION CORPS | ||||||||
| 3635 ATLANTIC AVENUE | LONG BEACH | CA | 90807 | PC | SKILLED TRADES EDUCATION PROGRAM | $175,996 | ||
| FOOD FORWARD INC | ||||||||
| 7412 FULTON AVENUE NO3 | NORTH HOLLYWOOD | CA | 91605 | PC | GENERAL OPERATING SUPPORT | $175,000 | ||
| SKILLSUSA INC | ||||||||
| 14001 SKILLSUSA WAY | LEESBURG | VA | 20176 | PC | GENERAL OPERATING SUPPORT | $175,000 | ||
| NAACP LEGAL DEFENSE AND EDUC FUND INC | ||||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL OPERATING SUPPORT | $160,000 | ||
| PUBLIC COUNSEL | ||||||||
| 610 SOUTH ARDMORE AVENUE | LOS ANGELES | CA | 90005 | PC | GENERAL OPERATING SUPPORT | $160,000 | ||
| LOS ANGELES URBAN LEAGUE | ||||||||
| 4401 CRENSHAW BLVD SUITE 201 | LOS ANGELES | CA | 90043 | PC | GENERAL OPERATING SUPPORT; SKILLED TRADES EDUCATION PROGRAM | $151,000 | ||
| EASTERN CAROLINA COMMUNITY FOUNDATION INC | ||||||||
| PO BOX 1615 | FLORENCE | SC | 29503 | PC | COMMUNITY INITIATIVES | $150,000 | ||
| INNERCITY STRUGGLE | ||||||||
| 3467 WHITTIER BLVD | LOS ANGELES | CA | 90023 | PC | GENERAL OPERATING SUPPORT | $145,000 | ||
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | PC | GENERAL OPERATING SUPPORT | $142,720 | ||
| MARTIN LUTHER KING JR COMMUNITY HEALTH FOUNDATION | ||||||||
| 1680 EAST 120TH STREET | LOS ANGELES | CA | 90059 | PC | GENERAL OPERATING SUPPORT | $140,000 | ||
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | ||||||||
| 1055 WILSHIRE BLVD SUITE 1850 | LOS ANGELES | CA | 90017 | PC | GENERAL OPERATING SUPPORT | $140,000 | ||
| COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION AND TREATMENT | ||||||||
| 8101 SOUTH VERMONT AVENUE | LOS ANGELES | CA | 90044 | PC | GENERAL OPERATING SUPPORT | $135,000 | ||
| LOS ANGELES BROTHERHOOD CRUSADE INC | ||||||||
| 200 EAST SLAUSON AVENUE | LOS ANGELES | CA | 90011 | PC | GENERAL OPERATING SUPPORT | $135,000 | ||
| ASIAN AMERICANS ADVANCING JUSTICE SOUTHERN CALIFORNIA | ||||||||
| 1145 WILSHIRE BLVD 2ND FLOOR | LOS ANGELES | CA | 90017 | PC | GENERAL OPERATING SUPPORT | $130,000 | ||
| NORWALK LA MIRADA UNIFIED SCHOOL DISTRICT | ||||||||
| 12820 PIONEER BLVD | NORWALK | CA | 90650 | GOV | SKILLED TRADES EDUCATION PROGRAM | $127,813 | ||
| CAREER TECHNICAL EDUCATION FOUNDATION SONOMA COUNTY | ||||||||
| 1030 APOLLO WAY SUITE 200 | SANTA ROSA | CA | 95407 | PC | GENERAL OPERATING SUPPORT | $125,000 | ||
| NEW AMERICA FOUNDATION | ||||||||
| 740 15TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | PC | PARTNERSHIP TO ADVANCE YOUTH APPRENTICESHIP | $125,000 | ||
| LOS ANGELES POLICE FOUNDATION | ||||||||
| 633 WEST 5TH STREET SUITE 960 | LOS ANGELES | CA | 90071 | PC | COMMUNITY SAFETY PARTNERSHIP; GENERAL OPERATING SUPPORT | $110,000 | ||
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS FOUNDATION | ||||||||
| 601 SOUTH FIGUEROA STREET 4TH FLOOR | LOS ANGELES | CA | 90017 | PC | GENERAL OPERATING SUPPORT | $105,000 | ||
| CITY YEAR INC | ||||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | PC | LOS ANGELES PROGRAM | $105,000 | ||
| NATIONAL COALITION FOR HOMELESS VETERANS | ||||||||
| 1730 M STREET NW SUITE 705 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $105,000 | ||
| INLAND EMPIRE COMMUNITY FOUNDATION | ||||||||
| 3700 SIXTH STREET SUITE 200 | RIVERSIDE | CA | 92501 | PC | COMMUNITY INITIATIVES | $100,000 | ||
| JOLIET TOWNSHIP HIGH SCHOOL DISTRICT 204 | ||||||||
| 300 CATERPILLAR DRIVE | JOLIET | IL | 60436 | GOV | SKILLED TRADES EDUCATION PROGRAM | $100,000 | ||
| THE MISSION CONTINUES | ||||||||
| 1141 SOUTH 7TH STREET | ST LOUIS | MO | 63104 | PC | GENERAL OPERATING SUPPORT | $100,000 | ||
| ALLIANCE FOR COMMUNITY EMPOWERMENT | ||||||||
| 7227 OWENSMOUTH AVENUE | CANOGA PARK | CA | 91303 | PC | SKILLED TRADES EDUCATION PROGRAM | $98,093 | ||
| CORO SOUTHERN CALIFORNIA INC | ||||||||
| 1000 NORTH ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | WORKFORCE LEADERSHIP NETWORK; FELLOWS PROGRAM | $89,000 | ||
| DOWNTOWN WOMEN'S CENTER | ||||||||
| 442 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90013 | PC | GENERAL OPERATING SUPPORT | $60,000 | ||
| FRIENDS OF THE LOS ANGELES FREE CLINIC | ||||||||
| 8405 BEVERLY BLVD | LOS ANGELES | CA | 90048 | PC | GENERAL OPERATING SUPPORT | $60,000 | ||
| THE CHRYSALIS CENTER | ||||||||
| 522 SOUTH MAIN STREET | LOS ANGELES | CA | 90013 | PC | GENERAL OPERATING SUPPORT | $60,000 | ||
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BLVD NO410 | SANTA MONICA | CA | 90403 | PC | GENERAL OPERATING SUPPORT | $55,000 | ||
| BREAST CANCER RESEARCH FOUNDATION INC | ||||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 SOUTH FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | PC | COMMUNITY ECONOMIC RESILIENCE FUND SUPPORT | $50,000 | ||
| CARE FOR SPECIAL NEEDS CHILDREN FOUNDATION INC | ||||||||
| 1977 CONEY ISLAND AVENUE | BROOKLYN | NY | 11223 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||
| JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA | ||||||||
| 6250 FOREST LAWN DRIVE | LOS ANGELES | CA | 90068 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 NORTH ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | PC | SUPPORT OF THE COMMITTEE FOR GREATER LA THROUGH ITS FISCAL SPONSOR | $50,000 | ||
| INLAND SOUTHERN CALIFORNIA 211 | ||||||||
| 1835 CHICAGO AVENUE B | RIVERSIDE | CA | 92507 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||
| BABY2BABY | ||||||||
| 5830 WEST JEFFERSON BLVD | LOS ANGELES | CA | 90016 | PC | GENERAL OPERATING SUPPORT | $42,500 | ||
| FEEDING AMERICA RIVERSIDE AND SAN BERNARDINO COUNTIES | ||||||||
| 2950 JEFFERSON STREET SUITE A | RIVERSIDE | CA | 92504 | PC | GENERAL OPERATING SUPPORT | $40,000 | ||
| VENICE FAMILY CLINIC FOUNDATION | ||||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | PC | GENERAL OPERATING SUPPORT | $40,000 | ||
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | PC | GENERAL OPERATING SUPPORT | $35,000 | ||
| BEVERLY HILLS POLICE OFFICERS BENEVOLENT FUND | ||||||||
| 9663 SANTA MONICA BLVD 786 | BEVERLY HILLS | CA | 90210 | PC | GENERAL OPERATING SUPPORT | $30,000 | ||
| CHP 11-99 FOUNDATION | ||||||||
| 2244 NORTH STATE COLLEGE BLVD | FULLERTON | CA | 92831 | PC | GENERAL OPERATING SUPPORT | $30,000 | ||
| VIP COMMUNITY MENTAL HEALTH CENTER INC | ||||||||
| 1721 GRIFFIN AVENUE | LOS ANGELES | CA | 90031 | PC | GENERAL OPERATING SUPPORT | $27,000 | ||
| CENTER FOR ASIAN AMERICANS UNITED FOR SELF-EMPOWERMENT INC | ||||||||
| 360 EAST 2ND STREET SUITE 819 | LOS ANGELES | CA | 90012 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||
| COMMEMORATIVE AIR FORCE | ||||||||
| PO BOX 764769 | DALLAS | TX | 75237 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||
| CONSTITUTIONAL RIGHTS FOUNDATION | ||||||||
| 601 SOUTH KINGSLEY DRIVE | LOS ANGELES | CA | 90005 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||
| LOST ANGELS CHILDRENS PROJECT INC | ||||||||
| 45059 TREVOR AVENUE | LANCASTER | CA | 93534 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||
| NATIONAL COURT APPOINTED SPECIAL ADVOCATE ASSOCIATION | ||||||||
| 100 WEST HARRISON STREET NORTH | SEATTLE | WA | 98119 | PC | GENERAL OPERATING SUPPORT | $25,000 | TOWER SUITE 500 | |
| BIG SUNDAY | ||||||||
| 6111 MELROSE AVENUE | LOS ANGELES | CA | 90038 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||
| FOOD SHARE INC | ||||||||
| 4156 NORTH SOUTHBANK ROAD | OXNARD | CA | 93036 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||
| HARVEST HOPE FOOD BANK | ||||||||
| 2220 SHOP ROAD | COLUMBIA | SC | 29201 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||
| MUSEUM ASSOCIATES | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||
| PEACEPLAYERS INTERNATIONAL | ||||||||
| PO BOX 33759 | WASHINGTON | DC | 20033 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||
| ANGEL FLIGHT WEST INC | ||||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 90405 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||
| NEW VILLAGE CHARTER SCHOOL INC | ||||||||
| 147 NORTH OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | PC | GENERAL OPERATING SUPPORT | $12,000 | ||
| ALLIANCE FOR CHILDREN'S RIGHTS | ||||||||
| 3333 WILSHIRE BLVD SUITE 550 | LOS ANGELES | CA | 90010 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES INC | ||||||||
| 11755 WILSHIRE BLVD SUITE 1670 | LOS ANGELES | CA | 90025 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||
| CASA OF LOS ANGELES | ||||||||
| 201 CENTRE PLAZA DRIVE SUITE 1100 | MONTEREY PARK | CA | 91754 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||
| FARMLINK PROJECT | ||||||||
| 325 ARNO WAY | PACIFIC PALISADES | CA | 90272 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||
| JAPANESE AMERICAN NATIONAL MUSEUM | ||||||||
| 100 NORTH CENTRAL AVENUE | LOS ANGELES | CA | 90012 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||
| NORTHERN ILLINOIS FOOD BANK | ||||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||
| THE LEARNING CENTERS AT FAIRPLEX | ||||||||
| 1101 WEST MCKINLEY AVENUE | POMONA | CA | 91768 | PC | SKILLED TRADES EDUCATION PROGRAM | $8,000 | ||
| ALLIES FOR EVERY CHILD INC | ||||||||
| 5721 WEST SLAUSON AVENUE SUITE 140 | CULVER CITY | CA | 90230 | PC | GENERAL OPERATING SUPPORT | $7,500 | ||
| BEVERLY HILLS FIREMENS RELIEF FUND | ||||||||
| PO BOX 1720 | BEVERLY HILLS | CA | 90213 | PC | GENERAL OPERATING SUPPORT | $7,000 | ||
| EVERYCHILD FOUNDATION | ||||||||
| PO BOX 1808 | PACIFIC PALISADES | CA | 90272 | PC | GENERAL OPERATING SUPPORT | $6,000 | ||
| HOLOCAUST MUSEUM LA | ||||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | PC | GENERAL OPERATING SUPPORT | $5,400 | ||
| MCLEOD MEDICAL CENTER FOUNDATION | ||||||||
| PO BOX 100551 | FLORENCE | SC | 29502 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| PEE DEE COALITION AGAINST DOMESTIC AND SEXUAL ASSAULT | ||||||||
| PO BOX 1351 | FLORENCE | SC | 29503 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| THE SUGAR RAY LEONARD FOUNDATION | ||||||||
| 21731 VENTURA BLVD SUITE 300 | WOODLAND HILLS | CA | 91364 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| NATIONAL ACADEMY OF PUBLIC ADMINISTRATION | ||||||||
| 1600 K STREET NW SUITE 400 | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING SUPPORT | $2,500 | ||
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | ||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PC | GENERAL OPERATING SUPPORT | $2,000 | ||
| FUNDERS TOGETHER TO END HOMELESSNESS INC | ||||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | PC | SUPPORT OF WORKFORCE MATTERS THROUGH ITS FISCAL SPONSOR | $1,500 | ||
| CADDO CAREER & TECHNOLOGY CENTER FOUNDATION | ||||||||
| 5950 UNION AVENUE | SHREVEPORT | LA | 71108 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 MONTGOMERY AVENUE SUITE 1100N | BETHESDA | MD | 20814 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||
| CITY OF CHICKASAW BOARD OF EDUCATION | ||||||||
| 201 NORTH CRAFT HIGHWAY | CHICKASAW | AL | 36611 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $10,000 | ||
| COUNTY OF PIMA-SUNNYSIDE UNIFIED SCHOOL DISTRICT 12 | ||||||||
| 4101 EAST VALENCIA ROAD | TUCSON | AZ | 85706 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $10,000 | ||
| FRANKLIN CO CAREER & TECHNOLOGY CENTER | ||||||||
| 2463 LOOP ROAD | CHAMBERSBURG | PA | 17202 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $10,000 | ||
| GULFPORT HIGH SCHOOL | ||||||||
| 2001 PASS ROAD | GULFPORT | MS | 39501 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $10,000 | ||
| HOPKINS COUNTY BOARD OF EDUCATION | ||||||||
| 320 SOUTH SEMINARY STREET | MADISONVILLE | KY | 42431 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $10,000 | ||
| REPUBLIC-MICHIGAMME SCHOOLS | ||||||||
| 227 MAPLE STREET | REPUBLIC | MI | 49879 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $10,000 | ||
| SEYMOUR COMMUNITY SCHOOL DISTRICT | ||||||||
| 10 CIRCLE DRIVE | SEYMOUR | WI | 54165 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $10,000 | ||
| SKILLSUSA INC | ||||||||
| 14001 SKILLSUSA WAY | LEESBURG | VA | 20176 | PC | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $10,000 | ||
| SUTHERLIN HIGH SCHOOL | ||||||||
| 531 EAST CENTRAL AVENUE | SUTHERLIN | OR | 97479 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $10,000 | ||
| CANDOR CENTRAL SCHOOL DISTRICT | ||||||||
| 1 ACADEMY STREET | CANDOR | NY | 13743 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $9,532 | ||
| HAMILTON COUNTY DEPARTMENT OF EDUCATION | ||||||||
| 3074 HICKORY VALLEY ROAD | CHATTANOOGA | TN | 37421 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $7,500 | ||
| LIVINGSTON AREA CAREER CENTER | ||||||||
| 1100 EAST INDIANA AVENUE | PONTIAC | IL | 61764 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $6,442 | ||
| PLACER UNION HIGH SCHOOL DISTRICT | ||||||||
| 13000 NEW AIRPORT ROAD | AUBURN | CA | 95603 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $5,800 | ||
| DAUPHIN COUNTY TECHNICAL SCHOOL | ||||||||
| 6001 LOCUST LANE | HARRISBURG | PA | 17109 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $4,980 | ||
| GROSSMONT UNION HIGH SCHOOL DISTRICT | ||||||||
| 8756 MAST BLVD | SANTEE | CA | 92071 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $3,520 | ||
| ROANOKE COUNTY SCHOOL BOARD | ||||||||
| 1760 ROANOKE BLVD | SALEM | VA | 24153 | GOV | TEACHER-LED SKILLED TRADES EDUCATION PROJECT | $1,513 | ||
| FREEDOM AREA SCHOOL DISTRICT | ||||||||
| N4021 COUNTY ROAD EAST | FREEDOM | WI | 54130 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $10,000 | ||
| SYNERGY ACADEMIES | ||||||||
| 300 EAST 53RD STREET | LOS ANGELES | CA | 90011 | PC | FEMINEERS PROJECT | $7,450 | ||
| CADDO PARISH SCHOOL BOARD | ||||||||
| 5950 UNION AVENUE | SHREVEPORT | LA | 71108 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $5,000 | ||
| CARROLL COUNTY CAREER & TECH CENTER | ||||||||
| 125 N COURT STREET | WESTMINSTER | MD | 21157 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $5,000 | ||
| CITY OF CHICKASAW BOARD OF EDUCATION | ||||||||
| 201 NORTH CRAFT HIGHWAY | CHICKASAW | AL | 36611 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $5,000 | ||
| FRANKLIN CO CAREER & TECHNOLOGY CENTER | ||||||||
| 2463 LOOP ROAD | CHAMBERSBURG | PA | 17202 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $5,000 | ||
| GUERNSEY-SUNRISE HIGH SCHOOL | ||||||||
| 555 SOUTH WYOMING AVENUE | GUERNSEY | WY | 82214 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $5,000 | ||
| GULFPORT HIGH SCHOOL | ||||||||
| 2001 PASS ROAD | GULFPORT | MS | 39501 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $5,000 | ||
| PLACER UNION HIGH SCHOOL DISTRICT | ||||||||
| 13000 NEW AIRPORT ROAD | AUBURN | CA | 95603 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $5,000 | ||
| SOUTH WINNESHIEK HIGH SCHOOL | ||||||||
| 304 SOUTH WEBSTER STREET | CALMAR | IA | 52132 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $5,000 | ||
| SUTHERLIN HIGH SCHOOL | ||||||||
| 531 EAST CENTRAL AVENUE | SUTHERLIN | OR | 97479 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $5,000 | ||
| WILLIAMSPORT AREA SCHOOL DISTRICT | ||||||||
| 2780 WEST FOURTH STREET | WILLIAMSPORT | PA | 17701 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $5,000 | ||
| RONAN SCHOOL DISTRICT NO 30 | ||||||||
| 421 ANDREW STREET NW | RONAN | MT | 59864 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $4,860 | ||
| GARRETT-KEYSER-BUTLER CSD | ||||||||
| 801 EAST HOUSTON STREET | GARRETT | IN | 46738 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $4,020 | ||
| UPPER VALLEY CAREER CENTER | ||||||||
| 8811 CAREER DRIVE | PIQUA | OH | 45356 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $2,701 | ||
| SOUTH FORK HIGH SCHOOL | ||||||||
| 500 EAST OCEAN BLVD | STUART | FL | 34994 | GOV | STUDENT-LED SKILLED TRADES COMMUNITY PROJECT | $1,848 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,715,178 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEWISH FAMILY SERVICE OF LOS ANGELES | ||||||
| 330 NORTH FAIRFAX AVENUE | LOS ANGELES | CA | 90036 | PC | GENERAL OPERATING SUPPORT | $1,000,000 |
| PORTLAND ART MUSEUM | ||||||
| 1219 SW PARK AVENUE | PORTLAND | OR | 97205 | PC | CAPITAL EXPANSION AND RENOVATION | $900,000 |
| BOYS AND GIRLS CLUBS OF THE LOS ANGELES HARBOR | ||||||
| 1200 SOUTH CABRILLO AVENUE | SAN PEDRO | CA | 90731 | PC | CAREER BOUND PROGRAM | $361,976 |
| CAREER TECHNICAL EDUCATION FOUNDATION SONOMA COUNTY | ||||||
| 1030 APOLLO WAY SUITE 200 | SANTA ROSA | CA | 95407 | PC | GENERAL OPERATING SUPPORT | $125,000 |
| COMMEMORATIVE AIR FORCE | ||||||
| PO BOX 764769 | DALLAS | TX | 75237 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,461,976 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,687,164 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $991,735 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,825 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,683,724 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,683,724 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $37,801 | $10,381 | $2,141 |
| AUDIT FEES | $28,750 | $7,896 | $24,854 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $54,313,343 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $54,313,343 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FUND 1 | FMV | $10,850,206 | $10,850,206 |
| FUND 2 | FMV | $3,447,600 | $3,447,600 |
| FUND 3 | FMV | $11,989,883 | $11,989,883 |
| FUND 4 | FMV | $9,930,360 | $9,930,360 |
| FUND 5 | FMV | $9,843,444 | $9,843,444 |
| FUND 6 | FMV | $1,694,233 | $1,694,233 |
| FUND 7 | FMV | $6,551,239 | $6,551,239 |
| FUND 8 | FMV | $1,957,388 | $1,957,388 |
| FUND 9 | FMV | $1,445,113 | $1,445,113 |
| FUND 10 | FMV | $8,464,819 | $8,464,819 |
| FUND 11 | FMV | $5,226,820 | $5,226,820 |
| FUND 12 | FMV | $4,900,049 | $4,900,049 |
| FUND 13 | FMV | $6,713,034 | $6,713,034 |
| FUND 14 | FMV | $2,656,000 | $2,656,000 |
| FUND 15 | FMV | $14,961,382 | $14,961,382 |
| FUND 16 | FMV | $1,371,611 | $1,371,611 |
| FUND 17 | FMV | $10,059,778 | $10,059,778 |
| FUND 18 | FMV | $487,899 | $487,899 |
| FUND 19 | FMV | $10,866,400 | $10,866,400 |
| FUND 20 | FMV | $9,543,758 | $9,543,758 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRANSACTIONAL SERVICES | $9,299 | $9,299 | $0 |
| REGULATORY COMPLIANCE SERVICES | $7,908 | $0 | $7,098 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH IN TRANSIT | $2,500,000 | $0 | $0 |
| OTHER RECEIVABLES | $3,630 | $3,630 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $13,264,134 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL STATE FILING FEES | $625 | $0 | $0 |
| OTHER INVESTMENT EXPENSES | $10,795 | $10,795 | $0 |
| BANK SERVICE FEES | $325 | $0 | $325 |
| SUPPLIES | $24,987 | $0 | $18,046 |
| LICENSES AND FEES | $1,000 | $0 | $0 |
| PROFESSIONAL DEVELOPMENT | $3,851 | $0 | $3,851 |
| POSTAGE AND MAILING | $6,606 | $0 | $6,606 |
| DUES AND SUBSCRIPTIONS | $7,201 | $0 | $6,869 |
| MISCELLANEOUS EXPENSE | $16,249 | $0 | $8,929 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO PRIOR PERIOD GRANTS PAYABLE | Desc |
| Amt | $7,957,265 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHOTOGRAPHY/VIDEO SERVICES | $7,530 | $0 | $7,785 |
| OTHER CONTRACT SERVICES | $632,117 | $0 | $658,917 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $27,524 | $0 | $0 |
| CA FRANCHISE TAX BOARD | $1,600 | $0 | $0 |
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