THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION (EIN 33-0686779)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202221319349106237
- Schema version
- 2021v4.2
- Note
- A later return for the same period supersedes this one.
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T20:00:45-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908010087 | 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 | 330686779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUDOLPH J & DAPHNE A MUNZER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDO | BusinessNameControlTxt |
| Phone | 5629127732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 EAST SPRING STREET 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL WARREN MUNZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5629127732 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | WARREN MUNZER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA M JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $108,732,117 | 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 | $145,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,750,630 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,686,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,337,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,331,798 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $170 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $349,209 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,831,480 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,431,637 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $201,576 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,158 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $181,418 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $53,720 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,372 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $48,348 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $542,380 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $542,380 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,759 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $160,675 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,260 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,292 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,968 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $138 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $138 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,159 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,987 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,172 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $904,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $767,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $276,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,704,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,704,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,608,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $767,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,980,844 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,777,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,663,723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $151,888 | CashBOYAmt |
| Cash EOY | $373,909 | CashEOYAmt |
| Cash EOYFMV | $373,909 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,177 | SavAndTempCashInvstBOYAmt |
| Prepaid Expenses BOY | $13,930 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,360 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,360 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $99,190,512 | CorporateStockBOYAmt |
| Corporate Stock EOY | $108,352,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,352,681 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,833 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,167 | LandBOYAmt |
| Land EOY | $4,167 | LandEOYAmt |
| Land EOYFMV | $4,167 | LandEOYFMVAmt |
| Total Assets BOY | $99,367,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,732,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,732,117 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $138,627 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $151,593 | AccountsPayableEOYAmt |
| Grants Payable BOY | $310,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $112,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $449,127 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $264,093 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $98,918,547 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $108,468,024 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $98,918,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,468,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,367,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,732,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $98,918,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,777,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,326,839 | OtherIncreasesAmt |
| Subtotal | $108,468,024 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,468,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-12-31 | 2021-12-31 | $51,930,823 | $49,244,665 | $2,686,158 | $2,686,158 | ||
| SUSTAINABLE MULTI-ASSET GROWTH FUND | 2021-12-31 | 2021-12-31 | $13,407,058 | $13,407,058 | $13,407,058 | P | $0 | |
| SUSTAINABLE BOND FUND | 2021-12-31 | 2021-12-31 | $70,682 | -$70,682 | -$70,682 | P | ||
| HALBERT HARGROVE | 2021-12-31 | 2021-12-31 | $4,578 | -$4,578 | -$4,578 | P | ||
| BOOK TO TAX ADJUSTMENT | 2021-12-31 | 2021-12-31 | $2,686,158 | -$2,686,158 | -$2,686,158 | P | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,331,798 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $203,826 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $203,826 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $203,826 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,418 | 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 | $20,418 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $50 | EsPenaltyAmt |
| Tax Due | $183,458 | 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 |
| 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 | HTTPS://MUNZERFDN.ORG/ | WebsiteAddressTxt |
| Individual With Books | ZAYDA L GARCIA | IndividualWithBooksNm |
| Phone | 5629127732 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 E SPRING STREET SUITE 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | 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 | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL WARREN MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| ANNE BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| DANA BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JOHN G BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| KIRSTEN BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| DANIEL WAYNE MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| ELIZABETH MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JAMES R MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JEFFREY R MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| NICOLE C MUNZER FINGLETON | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ZAYDA GARCIA | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | EXECUTIVE DIRECTOR | 40.00 | $107,767 | $13,233 | $0 |
| MONICA OCHOA | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | PROGRAM ASSOCIATE | 40.00 | $59,304 | $10,845 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 2ND AVENUE 18TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $501,059 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $104,161,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $394,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,527 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,562,171 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,562,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,568,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,993,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,149,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,149,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $203,826 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $203,826 | TotalTaxAmt |
| Distributable Before Adj | $4,945,861 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,945,861 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,945,861 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,980,844 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,980,844 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,945,861 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $719,674 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,663,438 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,340,210 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,406,798 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,709 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,206,829 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,980,844 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,980,844 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $965,017 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $965,017 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,241,812 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,241,812 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,418,095 | ExcessFromYear4Amt |
| Excess From Year3 | $2,340,210 | ExcessFromYear3Amt |
| Excess From Year2 | $4,406,798 | ExcessFromYear2Amt |
| Excess From Year1 | $76,709 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (145 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1736 FAMILY CRISIS CENTER | ||||||||
| 2116 ARLINGTON AVENUE SUITE 200 | LOS ANGELES | CA | 90018 | NONE | PC | LONG BEACH SHELTER PROGRAM | $40,000 | |
| ABILIS | ||||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | NONE | PC | ABILIS EARLY INTERVENTION BIRTH TO THREE PROGRAM | $60,000 | |
| ABILITYFIRST | ||||||||
| 1300 EAST GREEN STREET | PASADENA | CA | 91106 | NONE | PC | ABILITYFIRST LONG BEACH CENTER AFTER SCHOOL PROGRAM | $25,000 | |
| ABLE ARTS WORK | ||||||||
| 3626 E PACIFIC COAST HWY | LONG BEACH | CA | 90804 | NONE | PC | ABLE ARTS WORK'S CREATIVE HEALTH AND WELLNESS CLINIC EXPANSION | $30,000 | |
| ACT OUT THEATRE COMPANY | ||||||||
| 3710 N WESTON PL | LONG BEACH | CA | 90807 | NONE | PC | 2021 PROGRAM AND OPERATIONAL SUPPORT | $20,000 | |
| AMERICAN UNIVERSITY WAMU FMDCIST | ||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| ANACOSTIA RIVERKEEPER | ||||||||
| 515 M STREET SE SUITE 218 | WASHINGTON | DC | 20003 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| ANGELS GATE CULTURAL CENTER INC | ||||||||
| 3601 S GAFFEY ST BOX 1/BUILDING A | SAN PEDRO | CA | 907316969 | NONE | PC | ARTISTS IN CLASSROOM | $20,000 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PC | EDUCATORS OUTDOORS | $1,000 | |
| AQUARIUM OF THE PACIFIC | ||||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | PC | GENERAL OPERATING SUPPORT | $45,000 | |
| ARIZONA ART ALLIANCE | ||||||||
| 10810 N TATUM BLVD SUITE 102-264 | PHOENIX | AZ | 85028 | NONE | PC | COMMUNITY OUTREACH PROGRAMS | $5,000 | |
| ARTS COUNCIL FOR LONG BEACH | ||||||||
| 115 PINE AVE SUITE 350 | LONG BEACH | CA | 90802 | NONE | PC | EMPOWER ARTS AND LIVING ARTS, CAMBODIA TOWN MURAL PROJECT II | $20,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | ||||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | NONE | PC | OPERATION SCHOOL BELL | $32,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | ||||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | NONE | PC | ORTHODONTIC PROGRAM | $45,000 | |
| BARD COLLEGE | ||||||||
| BPI PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | NONE | PC | BARD PRISON INITIATIVE | $2,000 | |
| BEST BUDDIES NEW YORK | ||||||||
| 120 WEST 45TH STREET 3800 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BK ROT | ||||||||
| 86 WYCKOFF AVENUE PO BOX 370538 | BROOKLYN | NY | 112379997 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | ||||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | NONE | PC | SCOUTREACH 2021 | $20,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | ||||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | NONE | PC | STORAGE FOR TROOP/PACK 21 SCOUT GEAR | $3,500 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | ||||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | NONE | PC | OPERATING SUPPORT | $500 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | ||||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | ||||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | ||||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | ||||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | NONE | PC | SPORTS PROGRAMMING AND EQUIPMENT | $10,000 | |
| CALCANEARTH ISLAND INSTITUTE | ||||||||
| P O BOX 1366 | SEBASTOPOL | CA | 95473 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE INC | ||||||||
| 3605 LONG BEACH BOULEVARD SUITE 100 | LONG BEACH | CA | 90807 | NONE | PC | CONSCIOUS CLASSROOMS | $55,000 | |
| CAMP NUGGET CALIFORNIA STATE UNIVERSITY LONG BEACH | ||||||||
| 1250 BELLFLOWER BOULEVARD MS 5605 | LONG BEACH | CA | 908405605 | NONE | PC | CAMP NUGGET | $15,000 | ETC-200 |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | OPERATING SUPPORT | $500 | |
| CASA COLINA HOSPITAL AND CENTERS FOR HEALTHCARE | ||||||||
| 255 EAST BONITA AVENUE | POMONA | CA | 91767 | NONE | PC | LAND MEETS SEA SPORTS CAMP | $5,000 | |
| CASA YOUTH SHELTER | ||||||||
| 10911 REAGAN STREET | LOS ALAMITOS | CA | 90720 | NONE | PC | CASA YOUTH SHELTER: EXPANSION AND IMPROVEMENTS TO OUR CLINICAL AND CASE MANAGEMENT TEAMS | $30,000 | |
| CENTRO CHA INC | ||||||||
| 1633 LONG BEACH BLVD | LONG BEACH | CA | 90813 | NONE | PC | IMMIGRATION INTEGRATION PROJECT | $60,000 | |
| CENTURY VILLAGES AT CABRILLO INC | ||||||||
| 2001 RIVER AVENUE | LONG BEACH | CA | 90810 | NONE | PC | RESIDENT SERVICES AT CENTURY VILLAGES AT CABRILLO (CVC) | $50,000 | |
| CHILD LANE (COMPREHENSIVE) | ||||||||
| 2545 PACIFIC AVE | LONG BEACH | CA | 90806 | NONE | PC | CHILD LANE: LONG BEACH ECE PROGRAM | $50,000 | |
| CHILD360 | ||||||||
| 515 S FIGUEROA ST SUITE 900 | LOS ANGELES | CA | 90071 | NONE | PC | CHILD360: EMPOWERING LONG BEACH ECE PROVIDERS AND FAMILIES TO BOOST LEARNING OUTCOMES | $40,000 | |
| CHILDREN TODAY | ||||||||
| 2951 LONG BEACH BLVD | LONG BEACH | CA | 90806 | NONE | PC | CHILDREN TODAY'S ECOHOUSE | $40,000 | |
| CHILDREN'S DENTAL HEALTH CLINIC | ||||||||
| 455 E COLUMBIA STREET SUITE 23 | LONG BEACH | CA | 90806 | NONE | PC | MULTI-SPECIALTY PEDIATRIC DENTAL TREATMENT & EMERGENCY CARE | $100,000 | |
| CHILDREN'S INSTITUTE (CII) | ||||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | PC | TRAUMA INFORMED SUPPORT SERVICES FOR FAMILIES | $40,500 | |
| CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC | ||||||||
| 64 PALMERS HILL ROAD | STAMFORD | CT | 069022113 | NONE | PC | CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY EARLY CHILDHOOD EDUCATION | $25,000 | |
| CHILDREN'S THEATRE OF LONG BEACH | ||||||||
| PO BOX 15526 | LONG BEACH | CA | 90815 | NONE | PC | ROUND OF APPLAUSE | $10,800 | |
| CITY BLOSSOMS | ||||||||
| 516 KENNEDY ST NW | WASHINGTON | DC | 20011 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| CITY KIDS WILDERNESS PROJECT | ||||||||
| 2437 15TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | OPERATING SUPPORT | $500 | |
| CITY SURF PROJECT | ||||||||
| 1633 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| CIVIL EATS | ||||||||
| 502 E COTATI AVE NO 7014 | COTATI | CA | 94931 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| COMMON GOOD CITY FARM | ||||||||
| PO BOX 26030 | WASHINGTON | DC | 20001 | NONE | PC | OPERATING SUPPORT | $500 | |
| CRIME VICTIMS UNITED CHARITABLE FOUNDATION | ||||||||
| 130 MAPLE STREET | AUBURN | CA | 95603 | NONE | PC | OPERATING SUPPORT | $3,000 | |
| CRISPUS ATTUCKS DEVELOPMENT CORPORATION | ||||||||
| 23 U ST NW | WASHINGTON | DC | 20001 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| CSULB 49ER FOUNDATION | ||||||||
| 6300 E UNIVERSITY DRIVE SUITE 324 | LONG BEACH | CA | 90815 | NONE | PC | BLACK ALUMNI SCHOLARSHIP GALA | $5,000 | |
| DRAMATIC RESULTS | ||||||||
| 3310 LIME AVENUE | SIGNAL HILL | CA | 90755 | NONE | PC | STEAM SATURDAY SCHOOL | $40,500 | |
| EB RESEARCH PARTNERSHIP INC | ||||||||
| 132 EAST 43RD STREET SUITE 432 | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ECE WORKFORCE PROJECT (CHILD LANE) | ||||||||
| 2545 PACIFIC AVE | LONG BEACH | CA | 90806 | NONE | PC | LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY | $125,000 | |
| ESP EDUCATION AND LEADERSHIP INSTITUTE INC | ||||||||
| 7941 E CRAMER STREET | LONG BEACH | CA | 90808 | NONE | PC | ESP EDUCATION & LEADERSHIP INSTITUTE / BOSS PROGRAMS | $25,000 | |
| EXTRAORDINARY FAMILIES | ||||||||
| 221 N ARDMORE AVE | LOS ANGELES | CA | 90004 | NONE | PC | A COMPREHENSIVE CONTINUUM OF SERVICE FOR FOSTER YOUTH AND FORMER FOSTER YOUTH IN LONG BEACH | $28,000 | |
| FAMILIES UNITING FAMILIES | ||||||||
| 525 E 7TH STREET SUITE 115 | LONG BEACH | CA | 90813 | NONE | PC | PROJECT FATHERHOOD | $50,000 | |
| FAMILY CENTERS INC | ||||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | NONE | PC | OPERATING SUPPORT | $3,000 | |
| FILIPINO MIGRANT CENTER | ||||||||
| 2125 SANTA FE AVE | LONG BEACH | CA | 90810 | NONE | PC | EMPOWERING FILIPINO FAMILIES | $10,500 | |
| FISHER HOUSE SOUTHERN CALIFORNIA INC | ||||||||
| P O BOX 110 | LONG BEACH | CA | 90801 | NONE | PC | FISHER HOUSE LONG BEACH | $2,000 | |
| FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT | ||||||||
| P O BOX 86299 | TUCSON | AZ | 85754 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| FOOD FINDERS INC | ||||||||
| 10539 HUMBOLT STREET | LOS ALAMITOS | CA | 90720 | NONE | PC | FOOD RESCUE/FOOD HUB PROGRAM | $60,000 | |
| FOR THE CHILD INC | ||||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 90807 | NONE | PC | CHILD ABUSE AND NEGLECT SAFETY NET PROGRAM | $50,000 | |
| FRESHFARM MARKETS INC | ||||||||
| 1380 MONROE ST NW 605 | WASHINGTON | DC | 20010 | NONE | PC | MARKET SHARE FOR EARLY LEARNERS AND FOODPRINTS | $70,000 | |
| GEARIN' UP BICYCLES | ||||||||
| 314 RANDOLPH PLACE NE | WASHINGTON | DC | 20002 | NONE | PC | OPERATING SUPPORT | $500 | |
| GOODWILL SERVING THE PEOPLE OF SOUTHERN LOS ANGELES COUNTY | ||||||||
| 800 W PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90806 | NONE | PC | SUSTAINING HEALTHCARE TRAINING OPPORTUNITIES FOR LOW-INCOME HIGH SCHOOL STUDENTS IN LONG BEACH | $85,000 | |
| GREENWICH HOSPITAL FOUNDATION | ||||||||
| OFFICE OF DEVELOPMENT 35 RIVER ROAD | COS COB | CT | 06807 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| GREENWICH POINT CONSERVANCY | ||||||||
| PO BOX 377 | OLD GREENWICH | CT | 06870 | NONE | PC | BUILDING RESTORATION AT GREENWICH POINT | $3,000 | |
| GROUND EDUCATION | ||||||||
| 6475 E PACIFIC COAST HIGHWAY 294 | LONG BEACH | CA | 90803 | NONE | PC | OUTDOOR ENVIRONMENTAL EDUCATION PROGRAM | $27,000 | |
| HABITAT FOR HUMANITY OF GREATER LOS ANGELES | ||||||||
| 8739 ARTESIA BLVD | BELLFLOWER | CA | 90706 | NONE | PC | WASHINGTON NEIGHBORHOOD REVITALIZATION PROGRAM | $31,500 | |
| HUMAN-I-T | ||||||||
| 100 W BROADWAY SUITE 3000 WEWORK | LONG BEACH | CA | 90802 | NONE | PC | HUMAN-I-T .CONNECT | $30,000 | C/O EILEEN HARRIS |
| IMPACT JUSTICE | ||||||||
| 2930 LAKESHORE AVENUE SUITE 300 | OAKLAND | CA | 94610 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| INSPIRICA INC | ||||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | NONE | PC | INSPIRICA RESIDENTIAL & NON-RESIDENTIAL PROGRAMS | $50,000 | |
| INTERNATIONAL CITY THEATRE | ||||||||
| 67 LONG BEACH BLVD | LONG BEACH | CA | 90802 | NONE | PC | PACT PROGRAM | $10,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICE OF LONG BEACH & WEST ORANGE CO | ||||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 908151734 | NONE | PC | LOW-INCOME COUNSELING PROGRAM FOR RESIDENTS OF LONG BEACH | $20,000 | |
| JOSEPHINE HERRICK PROJECT | ||||||||
| 64 FULTON STREET SUITE 905 | NEW YORK | NY | 10038 | NONE | PC | CAPACITY BUILDING: OUTREACH DIRECTOR AND INVESTMENT IN GROWTH | $17,500 | |
| JOSEPHINE HERRICK PROJECT | ||||||||
| 64 FULTON STREET SUITE 905 | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING | $4,000 | |
| KHMER GIRLS IN ACTION | ||||||||
| 1085 REDONDO AVE | LONG BEACH | CA | 90804 | NONE | PC | LEADERSHIP DEVELOPMENT PROGRAM | $35,000 | |
| LEADERSHIP LONG BEACH | ||||||||
| 4401 ATLANTIC AVE STE 200 | LONG BEACH | CA | 90807 | NONE | PC | LEADERSHIP LONG BEACH ENVIRONMENTAL YOUTH LEADERSHIP PROGRAM | $40,000 | |
| LEGAL AID FOUNDATION OF LOS ANGELES | ||||||||
| 1550 W 8TH STREET | LOS ANGELES | CA | 90017 | NONE | PC | LEGAL AID FOUNDATION OF LOS ANGELES MEDICAL-LEGAL PARTNERSHIP LONG BEACH | $63,000 | |
| LONG BEACH BLAST (BETTER LEARNING FOR ALL STUDENTS TODAY) | ||||||||
| 4201 LONG BEACH BLVD SUITE 201 | LONG BEACH | CA | 90807 | NONE | PC | ACADEMIC MENTORING AND SOCIAL EMOTIONAL SUPPORT SERVICES FOR AT-RISK YOUTH IN GREATER LONG BEACH | $36,000 | |
| LONG BEACH CITY COLLEGE FOUNDATION | ||||||||
| 4901 E CARSON STREET B12 | LONG BEACH | CA | 90808 | NONE | PC | PROMOTING PLAY AND EQUITY WITH A TOY LENDING LIBRARY | $10,000 | |
| LONG BEACH DAY NURSERY | ||||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | NONE | PC | TECHNOLOGY FOR LONG BEACH DAY NURSERY | $50,000 | |
| LONG BEACH IMMIGRANT RIGHTS COALITION - COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | LEADERSHIP ACADEMY | $27,000 | |
| LONG BEACH MUSEUM OF ART FOUNDATION | ||||||||
| 2300 E OCEAN BLVD | LONG BEACH | CA | 90803 | NONE | PC | FORTIFY THE INFRASTRUCTURE/REIMAGINED PROGRAMMING OF THE LONG BEACH MUSEUM OF ART | $50,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | ||||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | NONE | PC | LONG BEACH PUBLIC LIBRARY FOUNDATION COVID RELIEF | $70,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | ||||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| LONG BEACH SYMPHONY ASSOCIATION | ||||||||
| 249 E OCEAN BLVD SUITE 200 | LONG BEACH | CA | 90802 | NONE | PC | LONG BEACH SYMPHONY YOUTH CONCERTS | $27,000 | |
| MAYOR'S FUND FOR EDUCATION - COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 900121804 | NONE | PC | READYROSIELB FAMILY ENGAGEMENT PROGRAM (PHASE 5) | $40,000 | |
| MEALS ON WHEELS INC OF GREENWICH CONNECTICUT | ||||||||
| 89 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| MEMORIAL MEDICAL CENTER FOUNDATION | ||||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | NONE | PC | MILLER CHILDREN'S NICU FOLLOW-UP OUTPATIENT CLINIC | $100,000 | |
| MEMORIAL MEDICAL CENTER FOUNDATION | ||||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | NONE | PC | SUPPORT HOSPITAL STAFF WITH COMFORT FOOD | $2,000 | |
| MENTAL HEALTH AMERICA OF LOS ANGELES | ||||||||
| 200 PINE AVENUE SUITE 400 | LONG BEACH | CA | 90802 | NONE | PC | MHALA DROP-IN-CENTER | $100,000 | |
| MIGRANT JUSTICE | ||||||||
| 179 S WINOOSKI AVENUE UNIT 202 | BURLINGTON | VT | 05401 | NONE | PC | OPERATING SUPPORT | $1,500 | |
| MOMENTUM AGENCIES (PEDIATRIC THERAPY NETWORK) | ||||||||
| 1815 W 213TH STREET SUITE 100 | TORRANCE | CA | 90501 | NONE | PC | LEAPS AND BOUNDS EARLY INTERVENTION PROGRAM | $40,500 | |
| MUTTVILLE | ||||||||
| 255 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | OPERATING SUPPORT | $500 | |
| NAGOURNEY INSTITUTE | ||||||||
| 750 E 29TH STREET | LONG BEACH | CA | 90806 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| NAGOURNEY INSTITUTE | ||||||||
| 750 E 29TH STREET | LONG BEACH | CA | 90806 | NONE | PC | OPERATING SUPPORT | $3,000 | |
| NEW YORK HARBOR FOUNDATION INC DBA BILLION OYSTER PROJECT | ||||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PC | BILLION OYSTER PROJECT SCHOOLS NETWORK | $16,000 | |
| OPEN DOOR SHELTER | ||||||||
| 4 MERRITT STREET | NORWALK | CT | 06854 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| OPERATION JUMP START | ||||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | NONE | PC | OJS PROGRAMS | $45,000 | |
| ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION | ||||||||
| 403 W ADAMS BLVD | LOS ANGELES | CA | 900082664 | NONE | PC | OPERATING SUPPORT | $4,000 | |
| PARTNERS OF PARKS | ||||||||
| 2760 N STUDEBAKER RD | LONG BEACH | CA | 90815 | NONE | PC | YOUTH SCHOLARSHIPS FOR VIRTUAL AND IN PERSON CLASSES | $15,000 | |
| PASC1 SYNDROME RESEARCH FOUNDATION | ||||||||
| 36 WEST WAY | OLD GREENWICH | CT | 06870 | NONE | PC | OPERATING SUPPORT | $3,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 W 30TH ST | LOS ANGELES | CA | 900073320 | NONE | PC | WOMENS REPRODUCTIVE AND SEXUAL HEALTH SERVICES AT PPLAS LONG BEACH HEALTH CENTER | $25,000 | |
| POOLS OF HOPE (DBA) | ||||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | NONE | PC | YOUTH WELLNESS PROGRAM | $30,000 | |
| PORT CHESTER CARVER CENTER INC | ||||||||
| 400 WESTCHESTER AVENUE P O BOX 429 | PORT CHESTER | NY | 10573 | NONE | PC | CARVER CENTER ACADEMIC PROGRAMS | $60,000 | |
| PRAIRIE VISTA MIDDLE SCHOOL | ||||||||
| 13600 PRAIRIE AVENUE | HAWTHORNE | CA | 90250 | NONE | PC | MUSIC PROGRAM | $2,500 | |
| PRECIOUS LAMB PRESCHOOL | ||||||||
| 2005 PALO VERDE AVE PMB 301 | LONG BEACH | CA | 90815 | NONE | PC | EDUCATION TEAM SUPPORT AND EXPANSION | $40,000 | |
| PROSPECT PARK ALLIANCE | ||||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | NONE | PC | OPERATING SUPPORT | $500 | |
| RANCHO LOS CERRITOS FOUNDATION | ||||||||
| 4600 VIRGINIA RD | LONG BEACH | CA | 90807 | NONE | PC | RAICES DE LONG BEACH: THE ROOTS OF LONG BEACH EDUCATION PROGRAM | $24,500 | |
| RANCHO LOS CERRITOS FOUNDATION | ||||||||
| 4600 VIRGINIA RD | LONG BEACH | CA | 90807 | NONE | PC | EDUCATIONAL MASTER PLAN: DEVELOPMENT AND ENHANCEMENT OF CURRENT AND NEW CURRICULUM | $30,000 | |
| RED HOOK INITIATIVE | ||||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | NONE | PC | RED HOOK FARMS | $3,000 | |
| RISING TIDE AT MARGUERITE KIEFER EDUCATION CENTER INC | ||||||||
| 607 E THIRD ST | LONG BEACH | CA | 90802 | NONE | PC | PROGRAM SUPPORT | $22,500 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | ||||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | NONE | PC | CAMP RONALD MCDONALD FOR GOOD TIMES VIRTUAL "CAMP AT HOME" PROGRAMMING | $18,000 | |
| SANTA CATALINA SCHOOL | ||||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 93940 | NONE | PC | UPPER HIGH SCHOOL EDUCATION PROGRAMS | $3,000 | |
| SAVE THE SOUND | ||||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| SHANTI PROJECT | ||||||||
| 3170 23RD STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| SHARED SCIENCE | ||||||||
| 5318 E 2ND STREET 602 | LONG BEACH | CA | 90803 | NONE | PC | COVID 21: TARGETED COMMUNITY STEM EDUCATION SUPPORT | $15,000 | |
| SOUND WATERS INC | ||||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | NONE | PC | SOUNDWATERS RESEARCH INTENSIVE | $50,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| ST ANTHONY HIGH SCHOOL | ||||||||
| 620 OLIVE AVENUE | LONG BEACH | CA | 90802 | NONE | PC | ST. ANTHONY HIGH SCHOOL SCHOLARSHIP PROGRAM | $48,000 | |
| ST BARNABAS SCHOOL | ||||||||
| 3980 MARRON AVE | LONG BEACH | CA | 90807 | NONE | PC | TUITION ASSISTANCE | $45,000 | |
| ST MARY MEDICAL CENTER FOUNDATION | ||||||||
| 1050 LINDEN AVE | LONG BEACH | CA | 90813 | NONE | PC | MUNZER NURSE SCHOLAR PROGRAM | $55,600 | |
| SU CASA - ENDING DOMESTIC VIOLENCE | ||||||||
| 3750 E ANAHEIM STREET SUITE 100 | LONG BEACH | CA | 90804 | NONE | PC | STRATEGIC PLANNING AND CAPACITY BUILDING | $45,000 | |
| SUCCESS IN CHALLENGES | ||||||||
| 4508 ATLANTIC AVENUE UNIT 782 | LONG BEACH | CA | 90807 | NONE | PC | SIC/CDF FREEDOM SCHOOL | $25,600 | |
| SUSTAINABLE CONSERVATION | ||||||||
| 98 BATTERY STREET 302 | SAN FRANCISCO | CA | 94111 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| TEE IT UP FOR THE TROOPS - HUNTINGTON BEACH | ||||||||
| P O BOX 3358 | HUNTINGTON BEACH | CA | 92605 | NONE | PC | 10TH ANNUAL GOLF TOURNAMENT | $5,000 | |
| TEENS RUN DC | ||||||||
| PO BOX 15651 | WASHINGTON | DC | 20003 | NONE | PC | TRDC'S MENTORING, DISTANCE RUNNING, AND SEL PROGRAM | $32,000 | |
| THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES | ||||||||
| 701 EAST 28TH STREET SUITE 200 | LONG BEACH | CA | 90806 | NONE | PC | TCC FAMILY HEALTH COVID-19 RESPONSE CORE OPERATING | $100,000 | |
| THE CORBIN HILL FOOD PROJECT INC | ||||||||
| 475 RIVERSIDE DRIVE SUITE 243 | NEW YORK | NY | 10115 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| THE GUIDANCE CENTER | ||||||||
| 1301 PINE AVE | LONG BEACH | CA | 90813 | NONE | PC | GENERAL SUPPORT FOR MENTAL HEALTH SERVICES | $75,000 | |
| THE JEWEL BOX CHILDREN'S THEATER COMPANY | ||||||||
| 3371 CERRITOS AVE | SIGNAL HILL | CA | 90755 | NONE | PC | ARTS EDUCATION OUTREACH PROGRAM | $10,800 | |
| THE LGBTQ CENTER LONG BEACH (DBA) | ||||||||
| 2017 E 4TH STREET | LONG BEACH | CA | 90814 | NONE | PC | MENTORING YOUTH THROUGH EMPOWERMENT | $40,000 | |
| THE NONPROFIT PARTNERSHIP | ||||||||
| O-2 4900 EAST CONANCT STREET 225 | LONG BEACH | CA | 90808 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| THE NONPROFIT PARTNERSHIP LONG BEACH GIVES | ||||||||
| O-2 4900 EAST CONANCT STREET 225 | LONG BEACH | CA | 90808 | NONE | PC | LONG BEACH GIVES | $35,000 | |
| TICHENOR CLINIC FOR CHILDREN | ||||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | NONE | PC | SPEECH THERAPY PROGRAM | $27,000 | |
| UN MUNDO DE AMIGOS PRESCHOOL | ||||||||
| 1480 LONG BEACH BLVD | LONG BEACH | CA | 90813 | NONE | PC | ONLINE LEARNING SUPPORT AND GENERAL OPERATIONAL SUPPORT | $40,000 | |
| UNITED CAMBODIAN COMMUNITY | ||||||||
| 2201 E ANAHEIM STREET SUITE 200 | LONG BEACH | CA | 90804 | NONE | PC | CAMBODIAN COVID-19 RELIEF PROGRAM | $25,000 | |
| URBAN COMMUNITY OUTREACH | ||||||||
| 241 CEDAR AVE | LONG BEACH | CA | 90802 | NONE | PC | UCO OPERATIONS AND HOUSING COORDINATOR | $20,000 | |
| VOTE SOLAR | ||||||||
| 360 22ND STREET SUITE 730 | OAKLAND | CA | 94612 | NONE | PC | OPERATING SUPPORT | $4,000 | |
| WASHINGTON AREA BICYCLIST ASSOCIATION | ||||||||
| 2599 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| WATERSIDE SCHOOL | ||||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| WESTERN CENTER ON LAW AND POVERTY | ||||||||
| 3701 WILSHIRE BLVD SUITE 208 | LOS ANGELES | CA | 90010 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| WOMENSHELTER OF LONG BEACH | ||||||||
| PO BOX 17098 | LONG BEACH | CA | 90807 | NONE | PC | CHILDREN AND YOUTH SERVICES PROGRAM | $40,000 | |
| YALE NEW HAVEN HOSPITAL | ||||||||
| PO BOX 1849 | NEW HAVEN | CT | 065081849 | NONE | PC | NICU, REBECCA AND HILLARY FUND | $5,000 | |
| YMCA OF GREATER LONG BEACH | ||||||||
| 3605 LONG BEACH BLVD SUITE 210 | LONG BEACH | CA | 90807 | NONE | PC | YMCA YOUTH INSTITUTE | $35,000 | |
| YOUNG HORIZONS | ||||||||
| 501 ATLANTIC AVE | LONG BEACH | CA | 90802 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAM | $50,000 | |
| YWCA GREENWICH | ||||||||
| 259 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | PC | DOMESTIC ABUSE CHILD COUNSELING SERVICES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,704,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $170 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,686,158 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,686,480 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,686,480 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAPHNE ANN MUNZER ADMINISTRATIVE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 EAST SPRING STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $145,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $30,050 | Amt |
| Net Investment Income | $30,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HALBERT HARGROVE EQUITY | $8,862 | $8,862 |
| RUSSELL EQUITY | $108,343,819 | $108,343,819 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $14,453 | $2,890 | $0 | $11,563 |
| BOARD MEETING EXPENSES | $5,040 | $238 | $0 | $4,802 |
| DUES & SUBSCRIPTIONS | $3,631 | $36 | $0 | $3,595 |
| INSURANCE | $4,724 | $2,362 | $0 | $2,362 |
| TELEPHONE | $2,743 | $137 | $0 | $2,606 |
| MISCELLANEOUS | $8,238 | $324 | $0 | $7,914 |
| WEBSITE | $890 | $0 | $0 | $890 |
| SOFTWARE | $440 | $0 | $0 | $440 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME FROM LP | $170 | $0 |
| OTHER INCOME FROM K-1S | $0 | $349,209 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $11,326,839 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $542,380 | Amt |
| Net Investment Income | $542,380 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $20,759 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $160,675 | $0 | $0 |
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