PARKER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PARKER FOUNDATION (EIN 51-0141231)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-05-16
- IRS object ID
- 202231369349104108
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T13:24:43-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330885895 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY & BROWNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510141231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PARKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARK | BusinessNameControlTxt |
| Phone | 7607200630 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2604-B EL CAMINO REAL SUITE 244 | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEXY HARSHMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7607200630 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEXY | PersonFirstNm |
| Person Last | HARSHMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY H MCGROARTY | PreparerPersonNm |
| PTIN | P00735101 | PTIN |
| Phone | 8585589200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $49,714,563 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $836,889 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $836,889 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,049,216 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,495,702 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,049,216 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $695,493 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$21,514 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,581,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,864,591 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $111,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,170 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $100,530 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,234 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,923 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $53,311 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $157,646 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $219,112 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,072 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $77,662 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,425 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $196 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,563 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,563 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,670 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $804 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $66,671 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $483,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $240,434 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $248,343 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,902,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,882,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,386,435 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $240,434 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,131,303 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,195,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,624,157 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $140,249 | CashBOYAmt |
| Cash EOY | $502,703 | CashEOYAmt |
| Cash EOYFMV | $502,703 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $250,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $250,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $250,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $250,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $35,927,779 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,829,235 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,924,770 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $64,263 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,090 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $37,090 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,382,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,619,028 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,714,563 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $48,985 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $70,559 | AccountsPayableEOYAmt |
| Grants Payable EOY | $20,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $48,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90,559 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $36,333,306 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $38,528,469 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,333,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,528,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,382,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,619,028 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,333,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,195,163 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $38,528,469 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,528,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| AG REALTY FUND VIII LP | P | $44,328 | $44,328 | ||
| AG REALTY FUND VIII LP - 1231 GAIN/LOSS | P | -$229 | -$229 | ||
| AG SF (L) L.P. | P | $2,010 | $2,010 | ||
| AG SF (L) L.P. | P | -$6,216 | -$6,216 | ||
| AG SUPER FUND, L.P. | P | $1,824 | $1,824 | ||
| AG SUPER FUND, L.P. | P | -$5,005 | -$5,005 | ||
| BROWN ADVISORY INVESTORS 2017 - SLP V (TE), LLLP | P | -$35 | -$35 | ||
| BROWN ADVISORY INVESTORS 2017 - SLP V (TE), LLLP | P | $50,878 | $50,878 | ||
| CCI CORE BOND FUND, L.P. | P | $1,631 | $1,631 | ||
| CENTERBRIDGE PARTNERS REAL ESTATE FUND, L.P. | P | $7,330 | $7,330 | ||
| CENTERBRIDGE PARTNERS REAL ESTATE FUND, L.P. | P | -$4,397 | -$4,397 | ||
| CPREF AIV I HOLDINGS - A, L.P. | P | $12,841 | $12,841 | ||
| CPREF AIV III L.P. | P | $8,048 | $8,048 | ||
| CPREF CAYMAN L.P. | P | $3,425 | $3,425 | ||
| CRESCENT CAPITAL HIGH INCOME FUND, L.P. | P | -$8,609 | -$8,609 | ||
| CRESCENT CAPITAL HIGH INCOME FUND, L.P. | P | -$32,133 | -$32,133 | ||
| FRONTIER MID CAP GROWTH FUND LP | P | -$5,976 | -$5,976 | ||
| FRONTIER MID CAP GROWTH FUND LP | P | $330,349 | $330,349 | ||
| MONTAUK TRIGUARD FUND IV, LP | P | -$1,948 | -$1,948 | ||
| MONTAUK TRIGUARD FUND IV, LP | P | $9,635 | $9,635 | ||
| MONTAUK TRIGUARD FUND IV, LP - 1231 GAIN/LOSS | P | -$1,190 | -$1,190 | ||
| MONTAUK TRIGUARD FUND IV, LP - 1256 GAIN/LOSS | P | -$2 | -$2 | ||
| MONTAUK TRIGUARD FUND V LP | P | -$27 | -$27 | ||
| MONTAUK TRIGUARD FUND V LP | P | $22,012 | $22,012 | ||
| MONTAUK TRIGUARD FUND V LP - 1231 GAIN/LOSS | P | -$15 | -$15 | ||
| MONTAUK TRIGUARD FUND V LP - 1256 GAIN/LOSS | P | -$2 | -$2 | ||
| MONTAUK TRIGUARD FUND VI LP. | P | $113 | $113 | ||
| MONTAUK TRIGUARD FUND VI LP. | P | $16,783 | $16,783 | ||
| MONTAUK TRIGUARD FUND VI LP. - 1231 GAIN/LOSS | P | $29,288 | $29,288 | ||
| MONTAUK TRIGUARD FUND VI LP. - 1256 GAIN/LOSS | P | -$204 | -$204 | ||
| NEW MOUNTAIN PARTNERS V (AIV-A2), L.P. | P | $28,106 | $28,106 | ||
| PUBLICLY TRADED SECURITIES | P | $1,911,651 | $1,911,651 | $8,860,750 | $6,949,099 |
| CAPITAL GAINS DIVIDENDS | P | $634,952 | $634,952 | $634,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,049,216 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,376 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,376 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $63,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,624 | OverpaymentAmt |
| Applied To ES Tax | $12,624 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEPARKERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LEXY HARSHMAN | IndividualWithBooksNm |
| Phone | 7607200630 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2604-B EL CAMINO REAL SUITE 244 | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JUDY MCDONALD | ||||||||
| 2604-B EL CAMINO REAL SUITE 244 | CARLSBAD | CA | 92008 | DIRECTOR EMERITUS | 0.25 | $0 | $0 | $0 |
| WILLIAM G BEAMER | ||||||||
| 2604-B EL CAMINO REAL SUITE 244 | CARLSBAD | CA | 92008 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| ANN DAVIES | ||||||||
| 2604-B EL CAMINO REAL SUITE 244 | CARLSBAD | CA | 92008 | SECRETARY | 0.25 | $0 | $0 | $0 |
| DORI KAUFMAN | ||||||||
| 2604-B EL CAMINO REAL SUITE 244 | CARLSBAD | CA | 92008 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ROBBIN C POWELL | ||||||||
| 2604-B EL CAMINO REAL SUITE 244 | CARLSBAD | CA | 92008 | CHIEF ADMINISTRATIVE OFFICER | 25.00 | $111,700 | $0 | $0 |
| GORDON SWANSON | ||||||||
| 2604-B EL CAMINO REAL SUITE 244 | CARLSBAD | CA | 92008 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| PAUL MOSHER | ||||||||
| 2604-B EL CAMINO REAL SUITE 244 | CARLSBAD | CA | 92008 | DIRECTOR EMERITUS | 0.25 | $0 | $0 | $0 |
| RAYMOND ELLIS | ||||||||
| 2604-B EL CAMINO REAL SUITE 244 | CARLSBAD | CA | 92008 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| ERNEST BORUNDA | ||||||||
| 2604-B EL CAMINO REAL SUITE 244 | CARLSBAD | CA | 92008 | TREASURER | 0.25 | $0 | $0 | $0 |
| VICKI REED | ||||||||
| 2604-B EL CAMINO REAL SUITE 244 | CARLSBAD | CA | 92008 | DIRECTOR | 0.25 | $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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CANTERBURY CONSULTING | |||||
| 610 NEWPORT CENTER DRIVE SUITE 500 | NEWPORT BEACH | CA | 92660 | INVESTMENT ADVISORY | $71,511 |
| LINDSAY & BROWNELL LLP | |||||
| 4225 EXECUTIVE SQUARE 1150 | LA JOLLA | CA | 92037 | ACCOUNTING, AUDIT, AND TAX SERVICES | $52,831 |
| 62ABOVE | |||||
| 302 WASHINGTON STREET 624 | SAN DIEGO | CA | 92103 | REBRANDING AND WEBSITE DESIGN | $50,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE GRANT PROGRAM | Description1Txt |
| Expenses1 | $1,882,960 | Expenses1Amt |
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 | $37,824,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $304,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,518,558 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,648,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,648,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $714,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,933,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,346,665 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,346,665 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,376 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $13,206 | IncomeTaxAmt |
| Total Tax | $63,582 | TotalTaxAmt |
| Distributable Before Adj | $2,283,083 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,946 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,299,029 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,299,029 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,131,303 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,131,303 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,131,303 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,299,029 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $180,047 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $157,453 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,996 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $153,599 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $133,833 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $675,928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,131,303 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,131,303 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $167,726 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $167,726 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $508,202 | 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 | $12,321 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $495,881 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $157,453 | ExcessFromYear4Amt |
| Excess From Year3 | $50,996 | ExcessFromYear3Amt |
| Excess From Year2 | $153,599 | ExcessFromYear2Amt |
| Excess From Year1 | $133,833 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEXY HARSHMAN CHIEF ADMINISTRATIVE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2604-B EL CAMINO REAL SUITE 244 | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7607200630 | RecipientPhoneNum |
| Form And Info And Materials | VERIFICATION OF EXEMPT STATUS; SPECIFIC PURPOSE AND RELEVANT PROJECT DETAIL; BUDGET OF ORGANIZATION AND PROJECT; METHOD OF MEASURING RESULTS OF PROJECT; REPORTS ON OUTCOMES AND RESULTS WILL BE REQUIRED SIX MONTHS AFTER GRANT RECEIPT. SEE WWW.THEPARKERFOUNDATION.ORG FOR MORE DETAILS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS ARE LIMITED TO PROJECTS BENEFITTING SAN DIEGO COUNTY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A STEP BEYOND | |||||||
| 340 N ESCONDIDO BLVD | ESCONDIDO | CA | 92025 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| ACCESSITY | |||||||
| 404 EUCLID AVENUE SUITE 271 | SAN DIEGO | CA | 92114 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| ALPHA PROJECT FOR THE HOMELESS | |||||||
| 3737 5TH AVENUE STE 203 | SAN DIEGO | CA | 92103 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| ARTSBUSXPRESS | |||||||
| 4010 SORRENTO VALLEY BLVD SUITE 400 | SAN DIEGO | CA | 92121 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| BALBOA PARK CONSERVANCY | |||||||
| 1549 EL PRADO STE 1 | SAN DIEGO | CA | 92101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| BARRIO LOGAN COLLEGE INSTITUTE | |||||||
| 2114 NATIONAL AVENUE | SAN DIEGO | CA | 92113 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| BASIC ASSISTANCE TO STUDENTS IN THE COMMUNITY | |||||||
| PO BOX 1914 | BORREGO SPRINGS | CA | 92004 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| BAYSIDE COMMUNITY CENTER | |||||||
| 2202 COMSTOCK ST | SAN DIEGO | CA | 92111 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| BROTHER BENNO FOUNDATION INC | |||||||
| 3260 PRODUCTION AVE | OCEANSIDE | CA | 92058 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $32,400 |
| CALIFORNIA CENTER FOR THE ARTS ESCONDIDO FOUNDATION | |||||||
| 340 N ESCONDIDO BLVD | ESCONDIDO | CA | 92025 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| CASA DE AMISTAD CENTRO DE ENSENANZA | |||||||
| 120 STEVENS AVE | SOLANA BEACH | CA | 92075 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $23,760 |
| CATALYST OF SAN DIEGO & IMPERIAL COUNTIES | |||||||
| 5060 SHOREHAM PL STE 350 | SAN DIEGO | CA | 92122 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 |
| COMMUNITY HOUSING WORKS | |||||||
| 3111 CAMINO DEL RIO N SUITE 800 | SAN DIEGO | CA | 92108 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $45,000 |
| CRISTO REY SAN DIEGO HIGH SCHOOL | |||||||
| 3525 DEL MAR HEIGHTS 882 | SAN DIEGO | CA | 92130 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $45,000 |
| DIAMOND EDUCATIONAL EXCELLENCE PARTNERSHIP | |||||||
| 404 EUCLID AVE 304 | SAN DIEGO | CA | 92114 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $35,000 |
| DIVERSIONARY THEATRE PRODUCTIONS INC | |||||||
| 4545 PARK BLVD 101 | SAN DIEGO | CA | 92116 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| FOUNDATION FOR WOMEN WARRIORS | |||||||
| 5062 LANKERSHIM BLVD | N HOLLYWOOD | CA | 91601 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| HANNAH'S FAMILY CENTER | |||||||
| 9455 FARNHAM STREET 100 | SAN DIEGO | CA | 92123 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| JUST CALL US VOLUNTEERS | |||||||
| 2801 B STREET 238 | SAN DIEGO | CA | 92102 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $36,000 |
| LA JOLLA HISTORICAL SOCIETY | |||||||
| PO BOX 2085 | LA JOLLA | CA | 92038 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,050 |
| LA JOLLA SYMPHONY & CHORUS ASSOCIATION | |||||||
| 9500 GILMAN DR UCSD 0361 | LA JOLLA | CA | 92093 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $18,000 |
| LOGAN HEIGHTS COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 3040 IMPERIAL AVENUE | SAN DIEGO | CA | 92102 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $27,750 |
| MAMA'S KITCHEN | |||||||
| 3960 HOME AVENUE | SAN DIEGO | CA | 92105 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $17,000 |
| MEALS ON WHEELS GREATER SAN DIEGO | |||||||
| 2254 SAN DIEGO AVENUE STE 200 | SAN DIEGO | CA | 92110 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $29,000 |
| MISSION EDGE SAN DIEGO | |||||||
| 2820 ROOSEVELT ROAD SUITE 104 | SAN DIEGO | CA | 92106 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| MOHUMAN | |||||||
| 11470 CYPRESS TERRACE PL | SAN DIEGO | CA | 92131 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| MONARCH HIGH SCHOOL PROJECT | |||||||
| 1625 NEWTON AVENUE | SAN DIEGO | CA | 92113 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| MOXIE THEATRE INCORPORATED | |||||||
| 6663 EL CAJON BLVD STE N | SAN DIEGO | CA | 92115 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $24,000 |
| NEW VILLAGE ARTS INC | |||||||
| 2787 STATE STREET | CARLSBAD | CA | 92008 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| NORTH COAST REPERTORY THEATRE | |||||||
| 987 LOMAS SANTA FE DR SUITE D | SOLANA BEACH | CA | 92075 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| OCEANSIDE MUSEUM OF ART | |||||||
| 704 PIER VIEW WAY | OCEANSIDE | CA | 92054 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| PAVING GREAT FUTURES | |||||||
| 2307 FENTON PARKWAY STE1078 | SAN DIEGO | CA | 92108 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| PROJECT NEW VILLAGE | |||||||
| 1002 WOODROW AVE | SAN DIEGO | CA | 92114 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $35,000 |
| READING LEGACIES | |||||||
| 2750 HISTORIC DECATUR ROAD | SAN DIEGO | CA | 92106 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| REALIZE IMPACT | |||||||
| 144 JACOLET LN NW | BAINBRIDGE IS | WA | 98110 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| RESOUNDING JOY INC | |||||||
| 10455 SORRENTO VALLEY ROAD SUITE 2 | SAN DIEGO | CA | 92121 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| SACRA PROFANA | |||||||
| PO BOX 712049 | SAN DIEGO | CA | 92171 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| SAN DIEGO ARMED SERVICES YMCA | |||||||
| 14040 CENTRAL LOOP SUITE B | WOODBRIDGE | VA | 22193 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| SAN DIEGO ART INSTITUTE | |||||||
| 1439 EL PRADO | SAN DIEGO | CA | 92101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| SAN DIEGO COASTKEEPER | |||||||
| 3900 CLEVELAND AVENUE SUITE 102 | SAN DIEGO | CA | 92103 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| SAN DIEGO GRANTMAKERS | |||||||
| 5060 SHOREHAM PL STE 350 | SAN DIEGO | CA | 92122 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| SAN DIEGO HISTORY CENTER | |||||||
| 1649 EL PRADO SUITE 3 | SAN DIEGO | CA | 92101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| SAN DIEGO HOUSING FEDERATION | |||||||
| 3939 IOWA ST STE 1 | SAN DIEGO | CA | 92104 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $75,000 |
| SAN DIEGO HUNGER COALITION | |||||||
| 845 15TH ST STE 103 | SAN DIEGO | CA | 92101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $35,000 |
| SAN DIEGO MUSEUM OF MAN | |||||||
| 1350 EL PRADO | SAN DIEGO | CA | 92101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| SAN DIEGO REPERTORY THEATRE | |||||||
| 79 HORTON PLAZA | SAN DIEGO | CA | 92101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $35,000 |
| SAN DIEGO STATE UNIVERSITY FOUNDATION | |||||||
| 5250 CAMPANILE DRIVE MC1947 | SAN DIEGO | CA | 92182 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION | |||||||
| 1245 SEVENTH AVENUE | SAN DIEGO | CA | 92101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| SAN DIEGO YOUTH DEVELOPMENT FOUNDATION | |||||||
| 2957 L ST | SAN DIEGO | CA | 92102 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| SHARP HEALTHCARE FOUNDATION | |||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| SOMALI FAMILY SERVICE OF SAN DIEGO | |||||||
| PO BOX 15833 | SAN DIEGO | CA | 92175 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| SPACE 4 ART | |||||||
| 340 16TH ST | SAN DIEGO | CA | 92101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| STUDENTS WITHOUT LIMITS | |||||||
| 1275 WILBUR AVE | SAN DIEGO | CA | 92109 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DRIVE | SAN DIEGO | CA | 92093 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| UNION OF PAN ASIAN COMMUNITIES OF SAN DIEGO | |||||||
| 1031 25TH ST | SAN DIEGO | CA | 92102 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| UNITARIAN UNIVERSALIST REFUGEE ET AL | |||||||
| 1600 BUENA VISTA DR | SAN DIEGO | CA | 92081 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| URBAN STREET ANGELS INC | |||||||
| 1404 5TH AVE | SAN DIEGO | CA | 92101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| VAPA FOUNDATION | |||||||
| 6735 GIFFORD WAY RM 3 | SAN DIEGO | CA | 92111 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| VIA INTERNATIONAL INC | |||||||
| 1955 JULIAN AVE | SAN DIEGO | CA | 92113 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| VISTA HILL FOUNDATION | |||||||
| 8910 CLAIREMONT MESA BLVD | SAN DIEGO | CA | 92123 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| VOICE OF SAN DIEGO | |||||||
| 110 WEST A STREET SUITE 650 | SAN DIEGO | CA | 92101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| VOICES OF OUR CITY CHOIR | |||||||
| PO BOX 122241 | SAN DIEGO | CA | 92112 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| WESLEY HOUSE STUDENT RESIDENCE INC | |||||||
| 5710 HARDY AVENUE | SAN DIEGO | CA | 92115 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| ZERO8HUNDRED | |||||||
| 4420 HOTEL CIRCLE CT STE 250 | SAN DIEGO | CA | 92108 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,882,960 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCEANSIDE MUSEUM OF ART | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 704 PIER VIEW WAY | AddressLine1Txt |
| City | OCEANSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $20,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $836,889 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,049,216 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (17 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP BOOK INCOME ADJ - NOT TAXABLE | 14 | $717,007 |
| AG REALTY FUND VIII LP - OTHER INCOME | 14 | -$7,898 |
| AG SF (L) L.P. - OTHER INCOME | 14 | -$1,713 |
| AG SUPER FUND, L.P. - OTHER INCOME | 14 | $2,001 |
| CENTERBRIDGE PARTNERS REAL ESTATE FUND, L.P. - OTHER INCOME | 14 | -$3,972 |
| CPREF AIV II, L.P. - OTHER INCOME | 14 | $1 |
| CPREF AIV III, L.P. - OTHER INCOME | 14 | $1 |
| CPREF CAYMAN, L.P. - OTHER INCOME | 14 | -$4,692 |
| MONTAUK TRIGUARD FUND IV, LP - OTHER INCOME | 14 | -$2,494 |
| MONTAUK TRIGUARD FUND IV, LP - ROYALTIES | 14 | $14 |
| MONTAUK TRIGUARD FUND V LP - OTHER INCOME | 14 | $663 |
| MONTAUK TRIGUARD FUND V LP - ROYALTIES | 14 | $12 |
| MONTAUK TRIGUARD FUND VI LP - OTHER INCOME | 14 | -$5,246 |
| MONTAUK TRIGUARD FUND VI LP - ROYALTIES | 14 | $60 |
| WHITE OAK RESOURCES - ROYALTIES | 15 | $236 |
| STATE TAX REFUND | 14 | $1,500 |
| LITIGATION SETTLEMENT | 14 | $13 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,581,598 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,581,598 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT | CategoryTxt |
| Amt | $59,234 | Amt |
| Net Investment Income | $5,923 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $53,311 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-B, QUESTION 1(A)(4) | FormAndLineReferenceDesc |
| Medium Explanation | COMPENSATION PAID TO A DISQUALIFIED PERSONTHE FOUNDATION ENTERED INTO AN AGREEMENT WITH THE CHIEF ADMINISTRATIVE OFFICER TO PROVIDE ADMINISTRATIVE SERVICES AS AN INDEPENDENT CONTRACTOR DIRECTLY TO THE FOUNDATION FOR A FEE OF $109,200 PER YEAR. THE AGREED UPON FEE FOR THESE SERVICES HAS BEEN EVALUATED AND DETERMINED TO BE REASONABLE BY THE BOARD. THIS IS AN EXCEPTED ACT OF SELF-DEALING UNDER IRS SECTION 4941(D)(2)(E). | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | FMV | $31,901 | $98,346 |
| COMMON STOCK | FMV | $2,806,819 | $4,656,839 |
| INVESTMENT IN PARTNERSHIPS | FMV | $6,630,656 | $8,574,629 |
| MUTUAL FUNDS | FMV | $28,359,859 | $35,594,956 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS | $5,521 | $7,296 | $7,296 |
| PREPAID INSURANCE | $1,778 | $1,851 | $1,851 |
| OTHER PREPAID EXPENSES | $34,646 | $21,571 | $21,571 |
| RECEIVABLE FROM KITCHENS FOR GOOD | $22,318 | $6,372 | $6,372 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 50TH ANNIVERSARY INITIATIVE | $50,500 | $0 | $50,500 |
| FILE STORAGE | $2,036 | $0 | $2,036 |
| INSURANCE | $4,369 | $0 | $4,369 |
| MEMBERSHIPS | $7,650 | $0 | $7,650 |
| MONTAUK TRIGUARD FUND IV, LP - ROYALTIES | $0 | $40 | $0 |
| MONTAUK TRIGUARD FUND V LP - ROYALTIES | $0 | $432 | $0 |
| MONTAUK TRIGUARD FUND VI LP - ROYALTIES | $0 | $332 | $0 |
| POSTAGE AND DELIVERY | $383 | $0 | $383 |
| PRINTING AND REPRODUCTION | $798 | $0 | $799 |
| TELEPHONE | $934 | $0 | $934 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PARTNERSHIP BOOK INCOME ADJ - NOT TAXABLE | $717,007 | $717,007 | |
| AG REALTY FUND VIII LP - OTHER INCOME | -$7,898 | -$7,898 | -$7,898 |
| AG SF (L) L.P. - OTHER INCOME | -$1,713 | -$1,713 | -$1,713 |
| AG SUPER FUND, L.P. - OTHER INCOME | $2,001 | $2,001 | $2,001 |
| CENTERBRIDGE PARTNERS REAL ESTATE FUND, L.P. - OTHER INCOME | -$3,972 | -$3,972 | -$3,972 |
| CPREF AIV II, L.P. - OTHER INCOME | $1 | $1 | $1 |
| CPREF AIV III, L.P. - OTHER INCOME | $1 | $1 | $1 |
| CPREF CAYMAN, L.P. - OTHER INCOME | -$4,692 | -$4,692 | -$4,692 |
| MONTAUK TRIGUARD FUND IV, LP - OTHER INCOME | -$2,494 | -$2,494 | -$2,494 |
| MONTAUK TRIGUARD FUND IV, LP - ROYALTIES | $14 | $14 | $14 |
| MONTAUK TRIGUARD FUND V LP - OTHER INCOME | $663 | $663 | $663 |
| MONTAUK TRIGUARD FUND V LP - ROYALTIES | $12 | $12 | $12 |
| MONTAUK TRIGUARD FUND VI LP - OTHER INCOME | -$5,246 | -$5,246 | -$5,246 |
| MONTAUK TRIGUARD FUND VI LP - ROYALTIES | $60 | $60 | $60 |
| WHITE OAK RESOURCES - ROYALTIES | $236 | $236 | $236 |
| STATE TAX REFUND | $1,500 | $1,500 | $1,500 |
| LITIGATION SETTLEMENT | $13 | $13 | $13 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (30 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSE | $17,000 | $1,700 | $15,300 |
| ADVISORY AND INVESTMENT | $122,656 | $122,656 | $0 |
| CUSTODIAN FEES | $16,218 | $16,218 | $0 |
| TECHNOLOGY SERVICES | $1,772 | $0 | $1,772 |
| FROM K-1: AG REALTY FUND VIII LP | $0 | $1,909 | $0 |
| FROM K-1: AG SF (L), L.P. | $0 | $29 | $0 |
| FROM K-1: AG SUPER FUND, L.P. | $0 | $340 | $0 |
| FROM K-1: BROWN ADVISORY INVESTORS 2017 - SLP V (TE), LLLP | $0 | $7,285 | $0 |
| FROM K-1: CCI CORE BOND FUN L.P. | $0 | $2,157 | $0 |
| FROM K-1: CANTERBURY CONSULTING SPFS FUND VIII, LP | $0 | $3,000 | $0 |
| FROM K-1: CENTERBRIDGE PARTNERS REAL ESTATE FUND, L.P. | $0 | $2,555 | $0 |
| FROM K-1: CPREF AIV I HOLDINGS - A, L.P. | $0 | $34 | $0 |
| FROM K-1: CPREF AIV I HOLDINGS - RC, L.P. | $0 | $52 | $0 |
| FROM K-1: CPREF AIV I HOLDINGS, L.P. | $0 | $62 | $0 |
| FROM K-1: CPREF AIV II, L.P. | $0 | $244 | $0 |
| FROM K-1: CPREF AIV III, L.P. | $0 | $352 | $0 |
| FROM K-1: CPREF AIV IV HOLDINGS, L.P. | $0 | $1 | $0 |
| FROM K-1: CPREF CAYMAN, L.P. | $0 | $1,876 | $0 |
| FROM K-1: CRESCENT HIGH INCOME FUND, L.P. | $0 | $10,150 | $0 |
| FROM K-1: FRONTIER MID CAP GROWTH FUND LP | $0 | $18,521 | $0 |
| FROM K-1: MONTAUK TRIGUARD FUND IV, LP | $0 | $1,988 | $0 |
| FROM K-1: MONTAUK TRIGUARD FUND V LP | $0 | $2,210 | $0 |
| FROM K-1: MONTAUK TRIGUARD FUND VI, LP. | $0 | $7,867 | $0 |
| FROM K-1: NEW MOUNTAIN PARTNERS V, L.P. | $0 | $7,847 | $0 |
| FROM K-1: NEW MOUNTAIN PARTNERS V (AIV-A2) | $0 | $16 | $0 |
| FROM K-1: NEW MOUNTAIN PARTNERS VI, L.P. | $0 | $2,362 | $0 |
| FROM K-1: NEW MOUNTAIN PARTNERS VI AGRREGATOR, L.P. | $0 | $1 | $0 |
| FROM K-1: RREF III DEBT DOMESTIC INVESTORS, LP | $0 | $37 | $0 |
| FROM K-1: RREF III PROPERTY DOMESTIC INVESTORS, LP | $0 | $364 | $0 |
| FROM K-1: SILVER LAKE PARTNERS VI, L.P. | $0 | $7,279 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $63,813 | $0 | $0 |
| FILING FEES | $196 | $0 | $196 |
| FOREIGN TAXES | $81 | $455 | $0 |
| PARTNERSHIP WITHHOLDING | $10,602 | $0 | $0 |
| STATE FRANCHISE TAX | $2,970 | $2,970 | $0 |
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