RESSLER GERTZ FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RESSLER GERTZ FOUNDATION (EIN 31-1533199)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-07
IRS object ID
202213119349100811
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-07T11:34:14-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953048720PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL WARSAVSKYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116130 VENTURA BLVD SUITE 320AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311533199EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RESSLERGERTZ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRESSBusinessNameControlTxt
Phone8189812240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116130 VENTURA BLVD SUITE 320AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTONY RESSLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8189812240PhoneNum
Signature2022-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANTONYPersonFirstNm
Person LastRESSLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL WARSAVSKYPreparerPersonNm
PTINP01303673PTIN
Phone8189812240PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$116,611,856FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$56,826,611ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$347InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$347InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,803,050DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,803,050DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$829,057NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,276,772GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$829,057CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$63,459,065TotalRevAndExpnssAmt
Total Net Invst Incm$6,632,454TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,650AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,350AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$80,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$91,150TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,650TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,350TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,149,299ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,149,299ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,240,449TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,650TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,158,649TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$54,218,616ExcessRevenueOverExpensesAmt
Net Investment Income$6,630,804NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,355,368SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,243,904SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,243,904SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$44,822,443CorporateStockBOYAmt
Corporate Stock EOY$36,374,728CorporateStockEOYAmt
Corporate Stock EOYFMV$111,758,629CorporateStockEOYFMVAmt
Other Assets BOY$658,139OtherAssetsBOYAmt
Other Assets EOY$609,323OtherAssetsEOYAmt
Other Assets EOYFMV$609,323OtherAssetsEOYFMVAmt
Total Assets BOY$46,835,950TotalAssetsBOYAmt
Total Assets EOY$41,227,955TotalAssetsEOYAmt
Total Assets EOYFMV$116,611,856TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$46,835,950RetainedEarningBOYAmt
Retained Earning EOY$41,227,955RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$46,835,950TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$41,227,955TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$46,835,950TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,227,955TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$46,835,950TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$54,218,616ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$101,054,566SubtotalAmt
Other Decreases$59,826,611OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$41,227,955TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
0.8027 SHS ARES COMMERCIALP2015-10-162021-01-07$8$10-$2-$2
0.1616 SHS ARES CAPITAL CORPP2016-04-222021-01-07$2$3-$1-$1
0.1915 ARES DYNAMIC CREDITP2015-09-042021-01-07$4$3$1$1
304819 SHS ARES CAP CORPP2020-01-012021-12-08$6,297,662$5,083,605$1,214,057$1,214,057
FROM ARES OWNERS HOLDINGS, LP K1D2021-11-152021-12-31$154,251$154,251$154,251
93573 SHS ARES COML REAL ESTATE CORPP2012-06-072021-12-09$1,919,414$2,178,025-$258,611-$258,611
57724 SHS ARES DYNAMIC CR ALLOCATION FD INCP2013-10-282021-12-09$905,431$1,186,069-$280,638-$280,638
FieldValueIRS element (for citing)
Capital Gain Net Income$829,057CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$92,168InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$92,168SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$92,168TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$79,986EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$37,250ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$117,236TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$25,068OverpaymentAmt
Applied To ES Tax$25,068AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWISHNOW ROSS WARSAVSKY COIndividualWithBooksNm
Phone8189812240PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116130 VENTURA BLVD SUITE 320AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANTONY RESSLER
16130 VENTURA BLVD 320ENCINOCA91436TRUSTEE1.00$0$0$0
JAMI GERTZ
16130 VENTURA BLVD 320ENCINOCA91436TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$59,032,723AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,392,714AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$12,975,538FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$74,400,975TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$74,400,975AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,116,015CashDeemedCharitableAmt
Net Vl Noncharitable Assets$73,284,960NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,664,248MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,664,248MinimumInvestmentReturnAmt
Tax Based On Investment Income$92,168TaxBasedOnInvestmentIncomeAmt
Total Tax$92,168TotalTaxAmt
Distributable Before Adj$3,572,080DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,572,080DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,572,080DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,158,649ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,158,649QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,572,080DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,460,814ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,876,710ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,250,555ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,470,080ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,246,860ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,305,019TotalExcessDistributionCyovAmt
Qualifying Distributions$9,158,649QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,572,080AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,586,569RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$21,891,588TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,460,814ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,430,774ExcessDistriCyovToNextYrAmt
Excess From Year4$2,876,710ExcessFromYear4Amt
Excess From Year3$2,250,555ExcessFromYear3Amt
Excess From Year2$2,470,080ExcessFromYear2Amt
Excess From Year1$6,246,860ExcessFromYear1Amt
Excess From Current Year$5,586,569ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANTONY RESSLERContributingManagerNm
Contributing ManagerJAMI GERTZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE FOR COLLEGE READY PUBLIC SCHOOL FOUNDATION
601 SOUTH FIGUEROA STREET 4TH FLOORLOS ANGELESCA90017NONESCHOOLCONTRIBUTION$1,000,000
AMERICAN INTERNATIONAL EDUCATON FOUNDATION (AIEF)
600 N ROSEMEAD BLVD SUITE 123PASADENACA91107NONEPUBLIC CHARITYCONTRIBUTION$125,000
ANDERSON RANCH ARTS CENTER
5263 OWL CREEK RDSNOWMASSCO81615NONEPUBLIC CHARITYCONTRIBUTION$50,000
ARES CHARITABLE FOUNDATION
2000 AVE OF THE STARS 12TH FLOORLOS ANGELESCA90067NONEPUBLIC CHARITYCONTRIBUTION$1,000,000
ATLANTA COMMITTEE FOR PROGRESS
ONE BUCKHEAD PLAZA 3060 PEACHTREEATLANTAGA30305NONEPUBLIC CHARITYCONTRIBUTION$10,000RD
ATLANTA POLICE FOUNDATION
191 PEACHTREE STREETATLANTAGA30303NONEPUBLIC CHARITYCONTRIBUTION$333,333
BIG BROTHERS BIG SISTERS
680 MURPHY AVENUE SW SUITE 1090ATLANTAGA30310NONEPUBLIC CHARITYCONTRIBUTION$10,000
CAMPBELL HALL
4533 LAUREL CANYON BLVDSTUDIO CITYCA91607NONEPUBLIC CHARITYCONTRIBUTION$400,000
DRESS FOR SUCCESS
6255 BARFIELD ROAD 155ATLANTAGA30328NONEPUBLIC CHARITYCONTRIBUTION$20,000
ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION
16130 VENTURA BLVD 250ENCINOCA91436NONEPUBLIC CHARITYCONTRIBUTION$5,000
EMORY UNIVERSITY
201 DOWMAN DRATLANTAGA30322NONESCHOOLCONTRIBUTION$1,000,000
GEORGETOWN UNIVERSITY
3700 O ST NWWASHINGTONDC20057NONESCHOOLCONTRIBUTION$500,000
HEALING HEARTS RESTORING HOPE
135 NORTH MISSION ROADLOS ANGELESCA90033NONEPUBLIC CHARITYCONTRIBUTION$2,500
HIPPOLIFE LLC
PO BOX 811CULVER CITYCA90232NONEPUBLIC CHARITYCONTRIBUTION$10,000
HOMEBOY INDUSTRIES
130 WEST BRUNO STREETLOS ANGELESCA90012NONEPUBLIC CHARITYCONTRIBUTION$25,000
KULTURECITY
723 MONTGOMERY HWYVESTAVIA HILLSAL35216NONEPUBLIC CHARITYCONTRIBUTION$10,000
LOS ANGELES COUNTY MUSEUM OF ART
5905 WILSHIRE BLVDBEVERLY HILLSCA90212NONEPUBLIC CHARITYCONTRIBUTION$1,467,332
MATTHEW SILVERMAN MEMORIAL FOUNDATION
324 S BEVERLY DR 411BEVERLY HILLSCA90212NONEPUBLIC CHARITYCONTRIBUTION$2,500
MELANOMA RESEARCH ALLIANCE
PO BOX 759329BALTIMOREMD21275NONEPUBLIC CHARITYCONTRIBUTION$333,334
0JAI PLAYWRIGHTS CONFERENCE
PO BOX 1288OJAICA93024NONEPUBLIC CHARITYCONTRIBUTION$10,000
OPERATION HOPE
707 WILSHIRE BLVD 30TH FLOORLOS ANGELESCA90017NONEPUBLIC CHARITYCONTRIBUTION$50,000
PAN-MASSACHUSETTS CHALLENGE
77 4TH AVENUENEEDHAMMA02494NONEPUBLIC CHARITYCONTRIBUTION$2,000
PHASE ONE
256 26TH STREET 201SANTA MONICACA90402NONEPUBLIC CHARITYCONTRIBUTION$5,000
PEER HEALTH EXCHANGE INC
70 GOLD STREETSAN FRANCISCOCA94133NONEPUBLIC CHARITYCONTRIBUTION$125,000
PHYSICIANS FOR HUMAN RIGHTS
256 26TH STREET 201NEW YORKNY10018NONEPUBLIC CHARITYCONTRIBUTION$5,000
PROSTATE CANCER FOUNDATION
1250 4TH STREETSANTA MONICACA90401NONEPUBLIC CHARITYCONTRIBUTION$92,500
RETT SYNDROME RESEARCH TRUST
67 UNDER CLIFF ROADTRUMBULLCT06611NONEPUBLIC CHARITYCONTRIBUTION$5,000
STEAMCODERS
319 S ARROYO PKWY SUITE 5PASADENACA91105NONESCHOOLCONTRIBUTION$5,000
THE ARK MONTEBELLO
931 S MAPLE AVEMONTEBELLOCA90640NONEPUBLIC CHARITYCONTRIBUTION$10,000
THE BIRTHRIGHT ISRAEL FOUNDATION
711 3RD AVENUE 10TH FLOORNEW YORKNY10017NONEPUBLIC CHARITYCONTRIBUTION$25,000
THE CITY
228 EAST 45TH STREET GROUND FLOORNEW YORKNY10017NONEPUBLIC CHARITYCONTRIBUTION$25,000M97
THE HERMAN J RUSSELL CENTER
171 17TH STREET NW STE 1625ATLANTAGA30363NONEPUBLIC CHARITYCONTRIBUTION$1,000,000
THE JERMAIN PETTIS CHARITY GOLF CLASSIS
3072 SAINT ANNES LANE NWATLANTAGA30327NONEPUBLIC CHARITYCONTRIBUTION$1,250
THE JEWISH FEDERATION
6505 WILSHIRE BLVDLOS ANGELESCA90048NONEPUBLIC CHARITYCONTRIBUTION$100,000
THE LEUKIMIA & LYPHOMA SOCIETY
4929 WILSHIRE BLVD 800LOS ANGELESCA90010NONEPUBLIC CHARITYCONTRIBUTION$1,000
THE PAINTED TURTLE
1300 4TH STREET 300SANTA MONICACA90401NONEPUBLIC CHARITYCONTRIBUTION$50,000
THE UC REGENTS
1111 FRANKLIN STREET 12TH FLOOROAKLANDCA94607NONEPUBLIC CHARITYCONTRIBUTION$8,700
THE UCLA FOUNDATION
10889 WILSHIRE BLVD 1100LOS ANGELESCA90024NONEPUBLIC CHARITYCONTRIBUTION$1,000,000
TOURETTE ASSOCIATION
42-40 BELL BLVD SUITE 507BAYSIDENY11361NONEPUBLIC CHARITYCONTRIBUTION$15,000
UJA FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022NONEPUBLIC CHARITYCONTRIBUTION$100,000
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVDLOS ANGELESCA90010NONEPUBLIC CHARITYCONTRIBUTION$9,850
YEAR UP
45 MILK STREET 9TH FLOORBOSTONMA02109NONESCHOOLCONTRIBUTION$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,149,299TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$347ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,803,050ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$829,057ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAX REFUNDDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,632,454ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,632,454TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1TJ CAPITAL INVESTORS LLCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line116130 VENTURA BLVD SUITE 320AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Total Contributions$56,826,611TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property657031 SHS ARES OWNERS HOLDINGS, LPNoncashPropertyDesc
Fair Market Value$56,826,611FairMarketValueAmt
Received2021-11-15ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$11,000Amt
Net Investment Income$1,650NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,350DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITIES$31,374,728$106,758,629
IVY HILL MIDDLE MARKET CREDIT FUND V, LTD$5,000,000$5,000,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE - IVY HILL MIDDLE MARKET CREDIT FUND V - PFIC$160,646$126,323$126,323
DIVIDENDS RECEIVABLE - ARES COML REAL ESTATE CORP$497,493$483,000$483,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER DECREASESDesc
Amt$59,826,611Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLICENSES & PERMITSDesc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$80,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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