RICHARD AND HINDA ROSENTHAL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD AND HINDA ROSENTHAL FOUNDATION (EIN 13-6104817)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349105685
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees 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 | 2022-11-15T13:59:33-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SOUTH GRAND AVENUE STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | 136104817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSENTHAL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 2135932300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 350 S GRAND AVE STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMIE R WOLF | PersonNm |
| Person Title | SECRETARY/TRUSTEE | PersonTitleTxt |
| Phone | 2135932300 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMIE | PersonFirstNm |
| Person Last | WOLF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIRTHE OPHOFF | PreparerPersonNm |
| PTIN | P02288307 | PTIN |
| Phone | 2135932300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 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 | $21,775,130 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $224,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $290,639 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $391,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $556,012 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,786,657 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $649,258 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $611,837 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$11,146 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,682,488 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,029,199 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $510 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $510 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $61,543 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,543 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,282 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,949 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,300,456 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,300,456 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,379,856 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,321,206 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $302,632 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $979,915 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $245,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,259 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $183,259 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $771,611 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $800,484 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $797,390 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $942,053 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,157,105 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,132,992 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,606,149 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,713,215 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,661,489 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,564,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,854,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,775,130 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,350 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,347 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $22,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,347 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $765,328 | CapitalStockBOYAmt |
| Capital Stock EOY | $765,328 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,777,254 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,086,388 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,542,582 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,851,716 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,564,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,854,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,542,582 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $302,632 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,502 | OtherIncreasesAmt |
| Subtotal | $16,851,716 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,851,716 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,000 SHARES OF MFC ISHARES MSCI AWI ETF | P | 2021-06-23 | 2021-07-22 | $202,903 | $201,850 | $1,053 | $1,053 |
| 3,027 SHARES OF MFO PRINCIPAL FDS INC DIVERSIFIED REAL ASSET FD CL R-6 SHS | P | 2021-01-01 | 2021-11-30 | $39,922 | $38,712 | $1,210 | $1,210 |
| 3,000 SHARES OF MFC ISHARES MSCI ACWI ETF | P | 2021-01-01 | 2021-12-01 | $310,323 | $295,310 | $15,013 | $15,013 |
| 4,555 SHARES OF MFO PRINCIPAL FDS INC DIVERSIFIED REAL ASSET FD CL R-6 SHS | P | 2017-12-13 | 2021-11-30 | $60,078 | $53,246 | $6,832 | $6,832 |
| 9 SHARES OF CF COLCHESTER GLOBAL BOND FUND | P | 2010-02-01 | 2021-12-31 | $330 | $333 | -$3 | -$3 |
| 7,582 SHARES OF PRINCIPAL FUND, INC. DIVERSIFIED REAL ASSET (R6) | P | 2017-12-13 | 2021-11-30 | $100,000 | $88,553 | $11,447 | $11,447 |
| 10,000 SHARES OF CATERPILLAR FINL SVCS CORP MEDIUM TERM NTS SER J BOOK ENTRY | P | 2021-02-22 | 2021-09-08 | $9,953 | $9,977 | -$24 | -$24 |
| 25,000 SHARES OF BANK NOVA SCOTIA B C 1.05% DUE 03-02-2026 REG | P | 2021-02-24 | 2021-09-13 | $24,841 | $24,971 | -$130 | -$130 |
| 25,000 SHARES OF CITIGROUP INC 2.561% DUE 05-01-2032 BEO | P | 2021-04-27 | 2021-10-27 | $25,158 | $25,000 | $158 | $158 |
| 25,000 SHARES OF PUBLIC STORAGE 1.85% DUE 05-01-2032 BEO | P | 2021-01-01 | 2021-11-04 | $25,115 | $25,006 | $109 | $109 |
| 25,000 SHARES OF AFLAC INC 1.125% DUE 03-15-2026 | P | 2021-01-01 | 2021-11-08 | $24,820 | $25,008 | -$188 | -$188 |
| 15,000 SHARES OF HOME DEPOT INC 2.5% 15 APR 2027 | P | 2021-01-01 | 2021-01-05 | $16,394 | $14,959 | $1,435 | $1,435 |
| 15,000 SHARES OF GOLDMAN SACHS GROUP INC 2.6% DUE 02-07-2030 | P | 2020-02-05 | 2021-01-21 | $15,816 | $14,995 | $821 | $821 |
| 25,000 SHARES OF UNITED STS TREAS NTS DTD 0.125% 08-31-2022 | P | 2020-09-15 | 2021-01-21 | $25,006 | $24,993 | $13 | $13 |
| 10,000 SHARES OF JPMORGAN CHASE & CO 1.514% DUE 06-01-2024/06-01-2023 REG | P | 2021-01-01 | 2021-01-29 | $10,225 | $10,005 | $220 | $220 |
| 5,000 SHARES OF APPLE INC 1.65% 11 MAY 2030 | P | 2021-01-01 | 2021-02-02 | $5,010 | $4,981 | $29 | $29 |
| 25,000 SHARES UNITED STS TREAS NTS .125% DUE 09-15-2023 REG | P | 2020-09-15 | 2021-02-02 | $24,984 | $24,974 | $10 | $10 |
| 15,000 SHARES OF DEETRE JOHN CAP CORP MEDIUM TERM NTS-BOOKENTRY TRANCHE # TR | P | 2021-01-01 | 2021-03-02 | $15,389 | $15,036 | $353 | $353 |
| 10,000 SHARES OF UNITED STATES TREAS NTS .625% DUE 05-15-20330 REG | P | 2020-05-21 | 2021-03-04 | $9,270 | $9,955 | -$685 | -$685 |
| 15,000 SHARES OF BANK OF AMERICA CORP MTN 1.197% 10-24-2026 | P | 2020-10-16 | 2021-03-09 | $14,748 | $15,000 | -$252 | -$252 |
| 25,000 SHARES OF UNITED STATES TREAS NTS FIXED .125% DUE 05-15-2023 | P | 2020-09-15 | 2021-03-09 | $24,958 | $24,979 | -$21 | -$21 |
| 10,000 SHARES OF EMERSON ELEC CO 1.8% DUE 10-15-2027/04-29-2020 REG | P | 2021-01-01 | 2021-03-23 | $10,080 | $10,010 | $70 | $70 |
| 8,000 SHARES OF HERSHEY CO .9% DUE 06-01-2025/06-01-2020REG | P | 2021-01-01 | 2021-03-23 | $7,962 | $7,997 | -$35 | -$35 |
| 4,000 SHARES OF HONEYWELL INTL INC 1.35% DUE 06-01-2025 REG | P | 2020-05-14 | 2021-03-23 | $4,065 | $4,000 | $65 | $65 |
| 10,000 SHARES OF PFIZER INC .8% DUE 05-28-2025/05-28-2020 REG | P | 2021-01-01 | 2021-03-23 | $9,962 | $9,954 | $8 | $8 |
| 15,000 SHARES OF MORGAN STANLEY 2.188% DUE 04-28-2026/04-28-2025 REG | P | 2021-01-01 | 2021-04-21 | $15,538 | $15,017 | $521 | $521 |
| 10,000 SHARES OF MERCK & CO INC NEW .75% DUE 02-24-2026/06-24-2020 REG | P | 2020-06-16 | 2021-04-22 | $9,923 | $9,950 | -$27 | -$27 |
| 10,000 SHARES OF PHILLIP MORRIS INTL INC 1.5% DUE 05-01-2025/05-01-2020 REG | P | 2020-04-29 | 2021-04-22 | $10,205 | $9,951 | $254 | $254 |
| 10,000 SHARES OF UNITEDHEALTH GROUP INC 2.0% 05-15-2030 | P | 2021-01-01 | 2021-04-26 | $9,948 | $9,935 | $13 | $13 |
| 10,000 SHARES OF AMAZON COM INC 1.5% DUE 06-03-2030/06-03-2020 REG | P | 2021-01-01 | 2021-05-10 | $9,608 | $10,040 | -$432 | -$432 |
| 20,000 SHARES OF SCHWAB CHARLES CORP NEW 1.65% DUE 03-11-2031/06-11-2021 REG | P | 2020-12-08 | 2021-05-11 | $18,832 | $19,961 | -$1,129 | -$1,129 |
| 10,000 SHARES OF COMCAST CORP NEW 1.95% DUE 01-15-2031/05-28-2020 REG | P | 2021-01-01 | 2021-05-17 | $9,678 | $9,995 | -$317 | -$317 |
| 25,000 SHARES OF BANK AMER CORP 1.658% DUE 03-11-2027/03-11-2021 BEO | P | 2021-03-08 | 2021-07-15 | $25,212 | $25,000 | $212 | $212 |
| 25,000 SHARES OF APPLE INC 1.65% DUE 02-08-2031/02-08-2021 REG | P | 2021-02-01 | 2021-07-29 | $24,762 | $24,993 | -$231 | -$231 |
| 25,000 SHARES OF UNITED STATES TREAS NTS 1.25% DUE 08-31-2024 REG | P | 2020-09-15 | 2021-08-04 | $25,688 | $26,019 | -$331 | -$331 |
| 15,000 SHARES OF UNITED STATES TREAS BDS DTD 02/15/2021 1.875% 15 FEB 2041 | P | 2021-06-30 | 2021-08-11 | $14,941 | $14,674 | $267 | $267 |
| 25,000 SHARES OF HOME DEPOT INC .9% DUE 03-15-2028/01/07/2021 REG | P | 2021-01-01 | 2021-09-07 | $24,112 | $24,887 | -$775 | -$775 |
| 25,000 SHARES OF CATERPILLAR FINL SVCS CORP MEDIUM TERM NTS SER J BOOK ENTRY | P | 2020-09-15 | 2021-09-18 | $24,827 | $25,101 | -$274 | -$274 |
| 25,000 SHARES OF UNITED STATES TREAS BDS 2.25% DUE 08-15-2027 | P | 2017-08-18 | 2021-02-25 | $26,973 | $25,131 | $1,842 | $1,842 |
| 15,000 SHARES OF UNITED STATES TREAS NTS 1.625% DUE 05-15-2026 | P | 2016-06-17 | 2021-03-04 | $15,630 | $15,012 | $618 | $618 |
| 5,000 SHARES OF NOVARTIS CAP CORP 2.0% DUE 02-14-2027 BEO | P | 2020-02-11 | 2021-03-19 | $5,147 | $4,995 | $152 | $152 |
| 10,000 SHARES OF UNITED STATES TREAS NTS DTD 03/31/2016 1.25% 31 MAR 2021 | P | 2020-01-27 | 2021-03-31 | $10,000 | $10,000 | $0 | $0 |
| 15,000 SHARES OF NIKE INC 2.75% DUE 03-27-2027/03-27-2020REG | P | 2020-01-01 | 2021-04-15 | $16,213 | $15,247 | $966 | $966 |
| 20,000 SHARES OF BANK NEW YORK MELLON CORP MEDIUM TERM SRTRANCHE # TR 00013 | P | 2020-01-01 | 2021-04-20 | $20,490 | $20,003 | $487 | $487 |
| 10,000 SHARES OF ESTEE LAUDER COS INC 2.6% DUE 04-15-2030/04-13/2020 REG | P | 2020-04-07 | 2021-04-26 | $10,437 | $9,982 | $455 | $455 |
| 5,000 SHARES OF TARGET CORP 2.25% DUE 04-15-2025 REG | P | 2020-03-26 | 2020-04-26 | $5,271 | $4,992 | $279 | $279 |
| 10,000 SHARES OF 3M CO 2.65% DUE 04-15-2025/03-27-2020 REG | P | 2020-03-25 | 2021-04-26 | $10,681 | $9,992 | $689 | $689 |
| 10,000 SHARES OF AVALONBAY CMNTYS INC MEDIUM TERM NTS BOO2.3% DUE 03-01-2030 | P | 2020-01-01 | 2021-04-28 | $9,987 | $9,987 | $0 | $0 |
| 10,000 SHARES OF UNITED STATES OF AMER TREAS BONDS DTD 05/15/2016 2.5% 15 MA | P | 2016-06-14 | 2021-04-28 | $10,409 | $10,183 | $226 | $226 |
| 10,000 SHARES OF COCA COLA CO 1.45% DUE 06-01-2027/05-01-2020 REG | P | 2020-01-01 | 2021-05-04 | $10,053 | $10,016 | $37 | $37 |
| 15,000 SHARES OF COSTCO WHOLESALE CORP NEW 1.75% DUE 06-20-2027/04-20-2020 R | P | 2020-04-16 | 2021-05-04 | $15,098 | $14,966 | $132 | $132 |
| 20,000 SAHRES OF BANK MONTREAL MEDIUM TERM SR NTS 1.85% 05-01-2025 | P | 2020-04-22 | 2021-05-10 | $20,694 | $19,985 | $709 | $709 |
| 15,000 SHARES OF GRAINGER W W INC 1.85% DUE 02-15-2025 | P | 2020-02-21 | 2021-05-17 | $15,579 | $14,958 | $621 | $621 |
| 10,000 SHARES OF TORONTO DOMINION BK SR MEDIUM TERM BK NT 1.15% DUE 06-12-20 | P | 2020-06-10 | 2021-06-14 | $10,102 | $10,000 | $102 | $102 |
| 10,000 SHARES OF APPLE INC 2.65% DUE 05-11-2050 REG | P | 2020-05-04 | 2021-06-16 | $9,548 | $9,857 | -$309 | -$309 |
| 15,000 SHARES OF PRUDENTIAL FINL INC 3.878% 03-27-2028 BEO | P | 2019-07-19 | 2021-06-16 | $17,092 | $16,415 | $677 | $677 |
| 15,000 SHARES OF UNITED STATES TREAS NTS .25% DUE 05-31-2025 REG | P | 2020-06-09 | 2021-08-04 | $14,853 | $14,893 | -$40 | -$40 |
| 15,000 SHARES OF SIMON PPTY GROUP L P 3.25% 09-13-2049 REG | P | 2019-09-04 | 2021-08-11 | $10,144 | $9,960 | $184 | $184 |
| 10,000 SHARES OF VISA INC 1.1% DUE 02-15-2031/08-17-2020 REG | P | 2020-01-01 | 2021-09-29 | $9,376 | $9,981 | -$605 | -$605 |
| 10,000 SHARES OF KIMBERLY CLARK CORP 1.05% DUE 09-15-2027/09-11-2020 REG | P | 2020-01-01 | 2021-10-05 | $9,856 | $10,021 | -$165 | -$165 |
| 10,000 SHARES OF ROYAL BK CDA GLOBAL MERDIUM TERM SR BK NT 1.15% DUE 06-10-2 | P | 2020-06-03 | 2021-10-05 | $10,009 | $9,965 | $44 | $44 |
| 25,000 SHARES OF HORMEL FOODS CORP 1.8% DUE 06-11-2030/06-11-2020 REG | P | 2020-09-15 | 2021-10-07 | $24,584 | $26,034 | -$1,450 | -$1,450 |
| 25,000 SHARES OF ABBOTT LABS 1.15% DUE 01-30-2028 | P | 2020-09-15 | 2021-11-16 | $24,173 | $25,412 | -$1,239 | -$1,239 |
| 15,000 SHARES OF VISA INC .75% 15 AUG 2027 | P | 2020-09-15 | 2021-11-16 | $14,330 | $14,963 | -$633 | -$633 |
| 10,000 SHARES OF UNITED STATES TREAS NTS DTD 12/31/19 1.625% 31 DEC 2021 | P | 2020-01-27 | 2021-12-31 | $10,000 | $10,034 | -$34 | -$34 |
| 1,162 SHARES OF CF DAVISON KEMPMER INTL LTD CL A 01 JA16 FD | P | 2021-02-11 | 2021-12-31 | $785,923 | $250,228 | $535,695 | $535,695 |
| LONG-TERM CAPITAL GAIN FROM ABERDEEN NEXT GENERATION PARTNERS V LP | P | 2020-01-01 | 2021-12-31 | $49,269 | $49,269 | ||
| SHORT-TERM CAPITAL LOSS FROM ABERDEEN VENTURE PARTNERS VI LP | P | 2021-01-01 | 2021-12-31 | -$200 | -$200 | ||
| LONG-TERM CAPITAL GAIN FROM ABERDEEN VENTURE PARTNERS VI LP | P | 2020-01-01 | 2021-12-31 | $26,837 | $26,837 | ||
| SHORT-TERM CAPITAL GAIN FROM ABERDEEN US PRIVATE EQUITY III LP & SUBSIDIARY | P | 2021-01-01 | 2021-12-31 | $4 | $4 | ||
| LONG-TERM CAPITAL GAIN FROM ABERDEEN US PRIVATE EQUITY III LP & SUBSIDIARY | P | 2020-01-01 | 2021-12-31 | $5,845 | $5,845 | ||
| SHORT-TERM CAPITAL GAIN FROM COLCHESTER GLOBAL BOND | P | 2021-01-01 | 2021-12-31 | $602 | $602 | ||
| LONG-TERM CAPITAL GAIN FROM COLCHESTER GLOBAL BOND | P | 2020-01-01 | 2021-12-31 | $4,243 | $4,243 | ||
| LONG-TERM CAPITAL LOSS FROM TCV V LP | P | 2020-01-01 | 2021-12-31 | -$13,602 | -$13,602 | ||
| LONG-TERM CAPITAL GAIN FROM TCV VI LP | P | 2020-01-01 | 2021-12-31 | $583 | $583 | ||
| LONG-TERM CAPITAL LOSS FROM WLR RECOVERY FUND V DSS AIV LP | P | 2020-01-01 | 2021-12-31 | -$1,621 | -$1,621 | ||
| LOSS ON PARTNERSHIP INTEREST DISPOSITION OF TCV VI LP | P | 2020-01-01 | 2021-12-31 | -$20,283 | -$20,283 | ||
| LOSS ON PARTNERSHIP INTEREST DISPOSITION OF TCV V LP | P | 2020-01-01 | 2021-12-31 | -$6,692 | -$6,692 | ||
| SEC 1202 GAIN FROM ABERDEEN NEXT GENERATION PARTNERS V | P | 2020-01-01 | 2021-12-31 | $50,185 | $37,639 | $12,546 | $12,546 |
| SEC 1202 GAIN FROM ABERDEEN NEXT GENERATION PARTNERS V | P | 2020-01-01 | 2021-12-31 | $276,032 | $276,032 | $0 | $0 |
| SEC 1202 GAIN FROM ABERDEEN VENTURE PARTNERS VI | P | 2020-01-01 | 2021-12-31 | $2,008 | $1,004 | $1,004 | $1,004 |
| SEC 1202 GAIN FROM ABERDEEN VENTURE PARTNERS VI | P | 2020-01-01 | 2021-12-31 | $12,013 | $9,010 | $3,003 | $3,003 |
| SEC 1202 GAIN FROM ABERDEEN VENTURE PARTNERS VI | P | 2020-01-01 | 2021-12-31 | $53,181 | $53,181 | $0 | $0 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2020-01-01 | 2021-12-31 | $13,021 | $13,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $649,258 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $553,084 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,621 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,621 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,418 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,918 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,297 | OverpaymentAmt |
| Applied To ES Tax | $15,000 | AppliedToESTaxAmt |
| Refund | $8,297 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 2135932300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 S GRAND AVE STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY STEPHENS | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | CA | 90071 | PRESIDENT & TRUSTEE | 10.00 | $0 | $0 | $0 |
| JAMIE R WOLF | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | CA | 90071 | SECRETARY & TRUSTEE | 10.00 | $0 | $0 | $0 |
| RICK ROSENTHAL | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | CA | 90071 | TREASURER & TRUSTEE | 10.00 | $0 | $0 | $0 |
| NOAH ROSENTHAL | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KATE WOLF | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JANE STEPHENS ROSENTHAL | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MICHAEL STEPHENS ROSENTHAL | ||||||||
| C/O 350 S GRAND AVE 2000 | LOS ANGELES | NY | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | UNTITLED MIJA PROJECT LLC - 555 WEST 25TH ST, 4TH FLR, NEW YORK, NY 10001"MIJA" DOCUMENTARY - RAISING AWARENESS ABOUT MINORITY REPRESENTATION IN MASS MEDIA, IMMIGRATION, AND NARRATIVES OF LATINX AND FEMALE EMPOWERMENT. | Description1Txt |
| Expenses1 | $10,526 | Expenses1Amt |
| Description2 | GREEN NEW DEAL DOCUMENTARY LLC - 599 20TH ST, BROOKLYN, NY 11218"TO THE END" DOCUMENTARY - RAISING AWARENESS ABOUT CLIMATE CHANGE, POLITICAL ACTIVISM, AND FEMALE LEADERSHIP. | Description2Txt |
| Expenses2 | $75,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $4,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $89,526 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,275,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $522,285 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,430,535 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,228,100 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,228,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $303,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,924,678 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $996,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $996,234 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,621 | TotalTaxAmt |
| Distributable Before Adj | $982,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $982,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $982,613 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,321,206 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $89,526 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,410,732 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $982,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,060,661 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $886,307 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,395,835 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,450,702 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $709,073 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,502,578 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,410,732 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $982,613 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $428,119 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,930,697 | 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 | $224,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,836,661 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,870,036 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $886,307 | ExcessFromYear4Amt |
| Excess From Year3 | $1,395,835 | ExcessFromYear3Amt |
| Excess From Year2 | $1,450,702 | ExcessFromYear2Amt |
| Excess From Year1 | $709,073 | ExcessFromYear1Amt |
| Excess From Current Year | $428,119 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMIE R WOLF | ContributingManagerNm |
| Contributing Manager | RICK ROSENTHAL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NANCY STEPHENS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANDERSEN 350 S GRAND AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2135932300 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR CHILDREN'S RIGHTS | ||||||||
| 3333 WILSHIRE BLVD STE 550 | LOS ANGELES | CA | 90010 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| AMERICAN ACADEMY OF ARTS AND LETTERS | ||||||||
| 633 WEST 155TH STREET | NEW YORK | NY | 10032 | N/A | PC | UNRESTRICTED GRANT | $22,000 | |
| AMERICAN CINEMATHEQUE | ||||||||
| 1604 N CAHUENGA BLVD | LOS ANGELES | NY | 90028 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| AMERICAN FILM INSTITUTE | ||||||||
| 2021 N WESTERN AVE | LOS ANGELES | NY | 90027 | N/A | PC | UNRESTRICTED GRANT | $55,000 | |
| AMERICAN FRIENDS OF PARENTS CIRCLE | ||||||||
| 1425 RXR PLAZA | UNIONDALE | NY | 11553 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW STE 1400 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| AMERICANS FOR THE ARTS | ||||||||
| 1275 K ST NW STE 1200 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED GRANT | $25,000 | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 311 W 43RD STREET 7TH FLR | NEW YORK | NY | 10036 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| ARTBRIDGE | ||||||||
| 526 WEST 26TH ST STE 502 | NEW YORK | NY | 10001 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| AUBURN SEMINARY | ||||||||
| 475 RIVERSIDE DR STE 1800 | NEW YORK | NY | 10115 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| BARD PRISON INITIATIVE | ||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| BARNARD COLLEGE | ||||||||
| 3900 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | UNRESTRICTED GRANT | $10,000 | |
| BONEFISH AND TARPON TRUST | ||||||||
| 2937 SW 27TH AVE STE 203 | MIAMI | FL | 33133 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| BREAST CANCER PREVENTION PARTNERS | ||||||||
| 1388 SUTTER ST 400 | SAN FRANCISCO | CA | 94109 | N/A | PC | UNRESTRICTED GRANT | $1,200 | |
| BRENTWOOD PRESBYTERIAN CHURCH | ||||||||
| 12000 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | N/A | PC | UNRESTRICTED GRANT | $500 | |
| CALIFORNIA WOMEN'S LAW CENTER | ||||||||
| 360 N PACIFIC COAST HWY STE 2070 | EL SEGUNDO | CA | 90245 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| CHICKEN AND EGG PICTURES | ||||||||
| 55 WASHINGTON ST 307 | BROOKLYN | NY | 11201 | N/A | PC | UNRESTRICTED GRANT | $27,500 | |
| CLIMATE MOBILIZATION PROJECT | ||||||||
| 228 PARK AVE S PMB 87816 | NEW YORK | NY | 10003 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| CODEPINK | ||||||||
| 578 WASHINGTON BLVD 395 | MARINA DEL REY | CA | 90292 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| COLOR OF CHANGE | ||||||||
| 5111 TELEGRAPH AVE | OAKLAND | CA | 94618 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| COMMUNITY NATURE CONNECTION | ||||||||
| 570 W AVE 26 | LOS ANGELES | CA | 90065 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| COMMUNITY PARTNERS - HUNGERACTIONLA | ||||||||
| 961 S MARIPOSA AVE | LOS ANGELES | CA | 90066 | N/A | PC | UNRESTRICTED GRANT | $15,000 | |
| COMMUNITY PARTNERS - LIBROS SCHMIBROS | ||||||||
| 103 N BOYLE AVE | LOS ANGELES | CA | 90033 | N/A | PC | UNRESTRICTED GRANT | $45,000 | |
| CONNECTICUT COLLEGE | ||||||||
| 270 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| COURAGE CALIFORNIA INSTITUTE | ||||||||
| 7119 WEST SUNSET BOULEVARD NO 195 | LOS ANGELES | CA | 90046 | N/A | PC | UNRESTRICTED GRANT | $45,000 | |
| CREATIVE VISIONS FOUNDATION | ||||||||
| SUITE 201 18820 CA-1 | MALIBU | CA | 90265 | N/A | PC | UNRESTRICTED GRANT | $25,000 | |
| CTE FOUNDATION SONOMA COUNTY | ||||||||
| 1030 APOLLO WAY | SANTA ROSA | CA | 95407 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| CURECERVICALCANCER | ||||||||
| 468 N CAMDEN DR | BEVERLY HILLS | CA | 90210 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| DEATH PENALTY FOCUS | ||||||||
| 1555 RIVER PARK DR 105 | SACRAMENTO | CA | 95815 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| DILLON HENRY FOUNDATION | ||||||||
| 15332 ANTIOCH ST STE 588 | PACIFIC PALISADES | CA | 90272 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| DOG TRUST USA | ||||||||
| 1350 AVENUE OF THE AMERICAS FLR 2 | NEW YORK | NY | 10019 | N/A | PC | UNRESTRICTED GRANT | $1,000 | STE 266 |
| DREAM CORPS | ||||||||
| 436 14TH STREET STE 920 | OAKLAND | CA | 94612 | N/A | PC | UNRESTRICTED GRANT | $10,000 | |
| EARTHWAYS FOUNDATION | ||||||||
| 20178 ROCKPORT WAY | MALIBU | CA | 90265 | N/A | PC | UNRESTRICTED GRANT | $30,000 | |
| EAST BAY ASIAN YOUTH CENTER | ||||||||
| 2025 E 12TH ST | OAKLAND | CA | 94606 | N/A | PC | UNRESTRICTED GRANT | $10,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PC | UNRESTRICTED GRANT | $6,000 | |
| FACE FOUNDATION | ||||||||
| 10505 SORRENTO VALLEY RD 175 | SAN DIEGO | CA | 92121 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| FEMINIST MAJORITY FOUNDATION | ||||||||
| 433 S BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| FILM INDEPENDENT | ||||||||
| 5670 WILSHIRE BLVD 9 | LOS ANGELES | CA | 90036 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| GABRIELLA FOUNDATION | ||||||||
| 222 E 16TH ST STE E | LOS ANGELES | CA | 90015 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| GEFFEN PLAYHOUSE | ||||||||
| 10886 LE CONTE AVE | LOS ANGELES | CA | 90024 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| GREENPEACE | ||||||||
| 702 H STREET NW STE 300 | WASHINGTON | DC | 20001 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| HAMMER MUSEUM | ||||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 20024 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| HATCH NETWORK | ||||||||
| PO BOX 1526 | BRATTLEBORO | VT | 05302 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| HEAL THE BAY | ||||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| HIGH COUNTRY NEWS | ||||||||
| 119 GRAND AVENUE PO BOX 1090 | PAONIA | CO | 81428 | N/A | PC | UNRESTRICTED GRANT | $40,000 | |
| HOT BREAD KITCHEN | ||||||||
| 75 9TH AVENUE STE 0610 | NEW YORK | NY | 10011 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| HUMAN RESOURCE DEV COUNCIL | ||||||||
| 32 S TRACY AVE | BOZEMAN | MT | 59715 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| INSIDECLIMATE NEWS | ||||||||
| 16 COURT STREET STE 2307 | BROOKLYN | NY | 11241 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||||
| 3600 WILSHIRE BLVD STE 1810 | LOS ANGELES | CA | 90010 | N/A | PC | UNRESTRICTED GRANT | $7,500 | |
| INTERNATIONAL WILDLIFE COEXISTENCE NETWORK | ||||||||
| 9169 W STATE STE 1014 | GARDEN CITY | ID | 83714 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| JACARANDA MUSIC | ||||||||
| 1424 4TH STREET 238 | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| JEWISH MUSEUM | ||||||||
| 1109 5TH AVE | N | NY | 10128 | N/A | PC | UNRESTRICTED GRANT | $500 | |
| JUNIOR STATE OF AMERICA FOUNDATION | ||||||||
| 70 WASHINGTON ST | OAKLAND | CA | 94607 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| KARTEMQUIN EDUCATIONAL FILMS | ||||||||
| 1901 W WELLINGTON AVE | CHICAGO | IL | 60657 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| L A THEATRE WORKS | ||||||||
| 681 VENICE BLVD | VENICA | CA | 90291 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| LACMA | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| LIBERTY HILL FOUNDATION | ||||||||
| 1001 WILSHIRE BLVD PMB 2170 | LOS ANGELES | CA | 90017 | N/A | PC | UNRESTRICTED GRANT | $55,000 | |
| LINCOLN CENTER THEATER | ||||||||
| 150 W 65TH STREET | NEW YORK | NY | 10023 | N/A | PC | UNRESTRICTED GRANT | $25,000 | |
| LION GUARDIANS US | ||||||||
| PO BOX 9641 | WASHINGTON | DC | 20016 | N/A | PC | UNRESTRICTED GRANT | $30,000 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| MAGIC HOUR FOUNDATION | ||||||||
| 350 SOUTH GRAND SUITE 2000 | LOS ANGELES | CA | 90071 | N/A | PC | UNRESTRICTED GRANT | $150,000 | |
| MAGNUM FOUNDATION | ||||||||
| 59 EAST 4TH ST 7W | NEW YORK | NY | 10003 | N/A | PC | UNRESTRICTED GRANT | $40,000 | |
| MANHATTAN THEATRE CLUB | ||||||||
| 311 WEST 43RD ST 8TH FLOOR | NEW YORK | NY | 10036 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| MASS MOCA FOUNDATION INC | ||||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 10247 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| MEDIA MATTERS FOR AMERICA | ||||||||
| PO BOX 44811 | WASHINGTON | DC | 20026 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| MPTF FOUNDATION | ||||||||
| 23388 MULHOLLAND DR | WOODLAND HILLS | CA | 91364 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| MVP BASKETBALL CAMP | ||||||||
| 75 S BROADWAY | WHITE PLAINS | NY | 10601 | N/A | PC | UNRESTRICTED GRANT | $500 | |
| NATIONAL BREAST CANCER COALITION FUND | ||||||||
| 2001 L STREET STE 500 PMB 50111 | WASHINGTON | DC | 20036 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| NATIONAL PARTNERSHIP FOR WOMEN & FAMILY | ||||||||
| 1725 EYE STREET NW STE 950 | WASHINGTON | DC | 20006 | N/A | PC | UNRESTRICTED GRANT | $60,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 445 5TH AVE 4TH FLR | NEW YORK | NY | 10016 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| NEW YORK THEATRE WORKSHOP | ||||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| NRDC | ||||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| OCEANA | ||||||||
| 1025 CONNECTICUT AVE NW STE 200 | WASHINGTON | DC | 20036 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| OHIO ENVIRONMENTAL COUNCIL | ||||||||
| 1145 CHESAPEAKE AVE STE I | COLUMBUS | OH | 43212 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| OJAI PLAYWRIGHTS | ||||||||
| PO BOX 1288 | OJAI | CA | 93024 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| PARTNERS IN HEALTH | ||||||||
| PO BOX 996 | FREDRICK | MD | 21705 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| PEN AMERICA | ||||||||
| 588 BROADWAY STE 303 | NEW YORK | NY | 10012 | N/A | PC | UNRESTRICTED GRANT | $10,000 | |
| PENTA MEDICAL RECYCLING CORP | ||||||||
| 500 PARK AVE FLR 8 | NEW YORK | NY | 10022 | N/A | PC | UNRESTRICTED GRANT | $15,000 | |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | ||||||||
| 1101 15TH STREET NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED GRANT | $35,000 | |
| PIONEER WORKS | ||||||||
| 159 PIONEER ST | BROOKLYN | NY | 11231 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| PLAYWRIGHTS HORIZONS | ||||||||
| 416 WEST 42ND ST | NEW YORK | NY | 10036 | N/A | PC | UNRESTRICTED GRANT | $15,000 | |
| PLOUGHSHARES FUND | ||||||||
| 315 BAY ST STE 400 | SAN FRANCISCO | CA | 94133 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| PUBLIC INTEREST NETWORK | ||||||||
| 1543 WAZEE ST STE 400 | DENVER | CO | 80202 | N/A | PC | UNRESTRICTED GRANT | $7,550 | |
| PUBLIC THEATER | ||||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | PC | UNRESTRICTED GRANT | $3,000 | |
| REDEEMED | ||||||||
| 19555 WIED RD | SPRING | TX | 77388 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| REDFORD CENTER | ||||||||
| PO BOX 29144 | SAN FRANCISCO | CA | 94129 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| RISE EDUCATION FUND | ||||||||
| 820 KODAK DR | LOS ANGELES | CA | 90026 | N/A | PC | UNRESTRICTED GRANT | $10,000 | |
| ROGUE MACHINE THEATER | ||||||||
| 7657 MELROSE AVE | LOS ANGELES | CA | 90046 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| SABAN COMMUNITY CLINIC | ||||||||
| 8405 BEVERLY BLVD | LOS ANGELES | CA | 90048 | N/A | PC | UNRESTRICTED GRANT | $25,000 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| PO BOX 3489 | NEWTON | CT | 06470 | N/A | PC | UNRESTRICTED GRANT | $3,500 | |
| SHINING HOPE FOR COMMUNITIES | ||||||||
| 11 PARK PLACE 3RD FLOOR | NEW YORK | NY | 10007 | N/A | PC | UNRESTRICTED GRANT | $2,580 | |
| SIGNATURE THEATER | ||||||||
| 4200 CAMPBELL AVE | ARLINGTON | CA | 22206 | N/A | PC | UNRESTRICTED GRANT | $1,050 | |
| SILK ROAD PROJECT INC | ||||||||
| PO BOX 35460 | BRIGHTON | MA | 02135 | N/A | PC | UNRESTRICTED GRANT | $1,036 | |
| SOLOMON R GUGGENHEIM MUSEUM | ||||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| STREET SYMPHONY PROJECT | ||||||||
| 1001 WILSHIRE BLVD PMB 2258 | LOS ANGELES | CA | 90017 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| SUNDANCE INSTITUTE | ||||||||
| 321 W 44TH STREET STE 805 | NEW YORK | NY | 10036 | N/A | PC | UNRESTRICTED GRANT | $38,075 | |
| SYBARITE CHAMBER PLAYERS LTD | ||||||||
| 240 CABRINI BLVD STE 4B | NEW YORK | NY | 10033 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| THE EMPOWERMENT PLAN | ||||||||
| 7640 KERCHEVAL AVE | DETROIT | MI | 48214 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| THE MOTHER JONES INVESTIGATIVE FUND | ||||||||
| PO BOX 584 | SAN FRANCISCO | CA | 94104 | N/A | PC | UNRESTRICTED GRANT | $40,000 | |
| TREE PEOPLE | ||||||||
| 12601 MULHOLLAND DR | LOS ANGELES | CA | 90210 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| TROUT UNLIMITED | ||||||||
| 1777 N KENT STREET STE 100 | ARLINGTON | VA | 22209 | N/A | PC | UNRESTRICTED GRANT | $2,500 | |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||||
| 1 COLLEGE HALL ROOM 211 | PHILADELPHIA | PA | 19104 | N/A | PC | UNRESTRICTED GRANT | $5,000 | |
| TULSA COMMUNITY FOUNDATION | ||||||||
| 7030 SOUTH YALE AVE STE 600 | TULSA | OK | 74136 | N/A | PC | UNRESTRICTED GRANT | $515 | |
| TURNEFFE ATOLL TRUST | ||||||||
| PO BOX 10670 | BOZEMAN | MT | 59719 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | N/A | PC | UNRESTRICTED GRANT | $20,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | N/A | PC | UNRESTRICTED GRANT | $152,500 | |
| VITAL GROUND FOUNDATION | ||||||||
| 20 FORT MISSOULA RD | MISSOULA | MT | 59804 | N/A | PC | UNRESTRICTED GRANT | $500 | |
| VOICES FOR PROGRESS ED FUNDTIDES CENTER | ||||||||
| PO BOX 66654 | WASHINGTON | DC | 20035 | N/A | PC | UNRESTRICTED GRANT | $10,000 | |
| WASHINGTON MONTHLY CORPORATION | ||||||||
| 1200 18TH ST NW STE 330 | WASHINGTON | DC | 20036 | N/A | PC | UNRESTRICTED GRANT | $10,000 | |
| WESTERN IOWA JOURNALISM FOUNDATION | ||||||||
| 15302 140TH ST | BREDA | IA | 51436 | N/A | PC | UNRESTRICTED GRANT | $2,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | N/A | PC | UNRESTRICTED GRANT | $600 | |
| WOMEN'S MEDIA CENTER | ||||||||
| 1825 K STREET NW STE 400 | WASHINGTON | DC | 20006 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | N/A | PC | UNRESTRICTED GRANT | $1,500 | |
| WORLD FOOD PROGRAM | ||||||||
| 1725 EYE STREET NW STE 510 | WASHINGTON | DC | 20006 | N/A | PC | UNRESTRICTED GRANT | $350 | |
| YOUTH PASSAGEWAYS | ||||||||
| PO BOX 46631 | KANSAS CITY | MO | 64188 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,300,456 | 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 | $290,639 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $611,837 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $556,012 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,458,488 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,458,488 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMIE R WOLF | ||||||
| 1 | C/O ANDERSEN 350 S GRAND AVE STE 20 | LOS ANGELES | CA | 90071 | $72,000 | Yes (X) |
| RICHARD L ROSENTHAL JR | ||||||
| 2 | C/O ANDERSEN 350 S GRAND AVE STE 20 | LOS ANGELES | CA | 90071 | $152,000 | Yes (X) |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE EBONY PROJECT LLC - 68 JAY ST, STE 320, BROOKLYN, NY 11201 "THE EMPIRE OF EBONY" DOCUMENTARY - RAISING AWARENESS ABOUT THE HISTORICAL INFLUENCE OF EBONY AND JET MAGAZINES AND THEIR IMPACT ON THE AFRICAN AMERICAN COMMUNITY. | Desc |
| Amt | $4,000 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| UNTITLED MIJA PROJECT LLC | ||||||||||
| 555 WEST 25TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | 2021-05-28 | $10,526 | "MIJA" DOCUMENTARY - RAISING AWARENESS ABOUT MINORITY REPRESENTATION IN MASS MEDIA, IMMIGRATION, AND NARRATIVES OF LATINX AND FEMALE EMPOWERMENT. | $7,895 | NO | 4/8/22 | N/A |
| GREEN NEW DEAL DOCUMENTARY LLC | ||||||||||
| 599 20TH STREET | BROOKLYN | NY | 11218 | 2021-07-19 | $75,000 | "TO THE END" DOCUMENTARY - RAISING AWARENESS ABOUT CLIMATE CHANGE, POLITICAL ACTIVISM AND FEMALE LEADERSHIP. | $67,500 | NO | 3/17/22 | N/A |
| THE EBONY PROJECT LLC | ||||||||||
| 68 JAY STREET SUITE 320 | BROOKLYN | NY | 11201 | 2021-06-01 | $4,000 | "THE EMPIRE OF EBONY" DOCUMENTARY - RAISING AWARENESS ABOUT THE HISTORICAL INFLUENCE OF EBONY AND JET MAGAZINES AND THEIR IMPACT ON THE AFRICAN AMERICAN COMMUNITY. | $2,600 | NO | 3/15/22 | N/A |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,157,105 | EOYBookValueAmt |
| EOYFMV | $1,132,992 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $800,484 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $797,390 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $14,713,215 | BookValueAmt |
| EOYFMV | $19,661,489 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $510 | LegalFeesAmt |
| Net Investment Income | $510 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER 2% (FROM K-1S) | $0 | $5,827 | $0 | $0 |
| MISCELLANEOUS EXPENSE - 1099 INVESTMENT FEES | $0 | $25 | $0 | $0 |
| BANK SERVICE CHARGE | $97 | $97 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME (FROM K-1S) | Desc |
| Revenue And Expenses Per Books | $611,837 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$11,146 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $6,502 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES FEES | $41,543 | $41,543 | $0 | $0 |
| IMPACT PARTNERS CONSULTING FEE | $20,000 | $0 | $0 | $20,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $0 | $1,282 | $0 | $0 |
| FEDERAL TAXES | $16,500 | $0 | $0 | $0 |
| FILING FEES - NEW YORK | $750 | $0 | $0 | $750 |
Comments