ROSENTHAL FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROSENTHAL FAMILY FOUNDATION (EIN 26-2982710)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349106642
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:46:51-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21700 OXNARD ST STE 300 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 | 262982710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENTHAL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 8189813115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 N LARCHMONT BLVD 803 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP ROSENTHAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8189813115 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILIP | PersonFirstNm |
| Person Last | ROSENTHAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 8185771900 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,501,558 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,056,250 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $485,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $485,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,542,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,397,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,541,729 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,083,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,027,175 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,686 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,033 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,508 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,525 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $345,141 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $244 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $344,897 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $149 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,279 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,279 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $404,216 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $367,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,504,131 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,805,771 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,908,347 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,173,621 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,824,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,021,423 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $365,986 | CashBOYAmt |
| Cash EOY | $1,013,139 | CashEOYAmt |
| Cash EOYFMV | $1,013,139 | CashEOYFMVAmt |
| Other Investments BOY | $10,566,362 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,488,419 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,488,419 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,932,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,501,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,501,558 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $20,000 | AccountsPayableEOYAmt |
| Grants Payable BOY | $89,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,742,860 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,373 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,373 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $90,873 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,764,233 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,841,475 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,737,325 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,841,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,737,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,932,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,501,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,841,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,824,408 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,017,067 | SubtotalAmt |
| Other Decreases | $1,279,742 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,737,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS SECURITIES | P | 2021-01-01 | 2021-12-31 | $250,516 | $250,773 | -$257 | -$257 |
| VARIOUS SECURITIES | P | 2020-01-01 | 2021-12-31 | $6,146,758 | $4,604,772 | $1,541,986 | $1,541,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,541,729 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,098 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,098 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,098 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,073 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,573 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,475 | OverpaymentAmt |
| Applied To ES Tax | $7,475 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FREEDMAN BRODER AND CO | IndividualWithBooksNm |
| Phone | 3107341234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 CA-2 400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PHILIP ROSENTHAL | ||||||||
| 137 N LARCHMONT BLVD 803 | LOS ANGELES | CA | 90004 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MONICA ROSENTHAL | ||||||||
| 137 N LARCHMONT BLVD 803 | LOS ANGELES | CA | 90004 | CFO | 1.00 | $0 | $0 | $0 |
| PATTI FELKER | ||||||||
| 137 N LARCHMONT BLVD 803 | LOS ANGELES | CA | 90004 | SECRETARY (THRU 6/30/21) | 1.00 | $0 | $0 | $0 |
| CHRISTINE PORTER | ||||||||
| 137 N LARCHMONT BLVD 803 | LOS ANGELES | CA | 90004 | TREASURER (START 6/30/21) | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SKY ADVISORY GROUP INC | |||||
| 2311 MANDEVILLE CANYON | LOS ANGELES | CA | 90049 | CONSULTING | $146,250 |
| FAIT LA FORCE STRATEGIES | |||||
| 5443 WESTHAVEN STREET | LOS ANGELES | CA | 90016 | CONSULTING | $94,167 |
| FUNDAMENTAL | |||||
| 400 SOUTH BEVERLY DRIVE SUITE 420 | BEVERLY HILLS | CA | 90212 | GRANT MANAGEMENT | $84,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,024,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $859,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,884,289 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,884,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,721,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $536,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $536,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,098 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,098 | TotalTaxAmt |
| Distributable Before Adj | $507,953 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $507,953 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $507,953 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,173,621 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,173,621 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $507,953 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,559,888 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,422,283 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,158,109 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,655,923 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,377,062 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,173,265 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,173,621 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $507,953 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,665,668 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,838,933 | 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 | $2,559,888 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,279,045 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,422,283 | ExcessFromYear4Amt |
| Excess From Year3 | $5,158,109 | ExcessFromYear3Amt |
| Excess From Year2 | $3,655,923 | ExcessFromYear2Amt |
| Excess From Year1 | $5,377,062 | ExcessFromYear1Amt |
| Excess From Current Year | $5,665,668 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP ROSENTHAL | ContributingManagerNm |
| Contributing Manager | MONICA ROSENTHAL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 10 DAYS OF HOPE | ||||||||
| 2376 BLUE GRASS LANE | FITCHBURG | WI | 53711 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| A PLACE CALLED HOME | ||||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| ACLU FOUNDATION OF SOUTHERN CALIFORNIA | ||||||||
| 1313 W 8TH STREET | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ADVOT PROJECT THE | ||||||||
| 1033 S STANLEY AVENUE | LOS ANGELES | CA | 90019 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ALEXANDRIA HOUSE | ||||||||
| 426 S ALEXANDRIA AVENUE | LOS ANGELES | CA | 90020 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| ALEX'S LEMONADE STAND FOUNDATION | ||||||||
| 111 PRESIDENTIAL BOULEVARD SUITE | BALA CYNWYD | PA | 19004 | NONE | PC | PROGRAM SUPPORT | $50,000 | 203 |
| ALLIANCE FOR JUSTICE | ||||||||
| 11 DUPONT CIRCLE NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| ALLIANCE FOR YOUTH ORGANIZING | ||||||||
| 915 5TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ALMA BACKYARD FARMS | ||||||||
| 453 N ALMA AVENUE | LOS ANGELES | CA | 90063 | NONE | PC | PROGRAM SUPPORT | $750 | |
| ALMA BACKYARD FARMS | ||||||||
| 453 N ALMA AVENUE | LOS ANGELES | CA | 90063 | NONE | PC | GENERAL SUPPORT/PROGRAM SUPPORT | $100,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVE FLR 17 | CHICAGO | IL | 60601 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 100 CORPORATE POINTE STE 350 | CULVER CITY | CA | 90230 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 100 CORPORATE POINTE STE 350 | CULVER CITY | CA | 90230 | NONE | PC | PROGRAM SUPPORT | $6,000 | |
| ARENA 527 | ||||||||
| 611 PENNSYLVANIA AVENUE SE 143 | WASHINGTON | DC | 20003 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| ASIAN AMERICANS ADVANCING JUSTICE - AAJC | ||||||||
| 1620 L STREET NW STE 1050 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE | ||||||||
| PO BOX 1320 | SENECA | SC | 29679 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| BLACK LEADERS ORGANIZING FOR COMMUNITIES | ||||||||
| 3440 FLAIR DRIVE | EL MONTE | CA | 91731 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BLACK WOMEN FOR WELLNESS | ||||||||
| 4340 11TH AVENUE | LOS ANGELES | CA | 90008 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| C5 YOUTH FOUNDATION OF SO CAL | ||||||||
| 3100 N BROADWAY | LOS ANGELES | CA | 90031 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CALIFORNIA CALLS EDUCATION FUNDMVP | ||||||||
| 4801 EXPOSITION BLVD | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CENTER THEATRE GROUP OF LOS ANGELES | ||||||||
| 601 WEST TEMPLE ST | LOS ANGELES | CA | 90012 | NONE | PC | PROGRAM SUPPORT | $250,000 | |
| CHOOSE LOVE INC | ||||||||
| 45 WEST 36TH STREET 6TH FLR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CITY YEAR INC | ||||||||
| 606 S OLIVE ST 2ND FLOOR | LOS ANGELES | CA | 90014 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| CODE FOR AMERICA LABS INC | ||||||||
| 972 MISSION STREET 5TH FLR | SAN FRANCISCO | CA | 94103 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| COLOROFCHANGEORG EDUCATION FUND INC | ||||||||
| 1714 FRANKLIN STREET STE 100-136 | OAKLAND | CA | 94612 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| COMMUNITIES FOR A BETTER ENVIRONMENT | ||||||||
| 7260 RICHFIELD STREET UNIT 307 | PARAMOUNT | CA | 90723 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| COMMUNITY COALITION FOR SUBSTANCE ABUSE | ||||||||
| 8101 S VERMONT AVENUE | LOS ANGELES | CA | 90044 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA STREET 240 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| DELAWARE COUNTY LITERACY COUNCIL | ||||||||
| 2217 PROVIDENCE AVENUE | CHESTER | PA | 19013 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| DEMOS | ||||||||
| 80 BROAD ST 4TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| DRAMATISTS GUILD FOUNDATION | ||||||||
| PO BOX 2700 | NEW YORK | NY | 10108 | NONE | PC | PROGRAM SUPPORT | $10,500 | |
| DREAM A WORLD EDUCATION | ||||||||
| 256 SO ROBERTSON BLVD STE 2288 | BEVERLY HILLS | CA | 90211 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| EPILEPSY FOUNDATION OF GREATER LOS ANGELES | ||||||||
| 5777 W CENTURY BLVD SUITE 820 | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| EVERYTOWN GUN SAFETY AND SUPPORT FUND | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| FOOD CHAIN WORKERS ALLIANCE | ||||||||
| 3055 WILSHIRE BLVD STE 300 ROOM Q | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| FOOD FORWARD INC | ||||||||
| PO BOX 48818 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| FRIENDSHIP CIRCLE OF LOS ANGELES | ||||||||
| 1952 S ROBERTSON BLVD | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL SUPPORT | $1,800 | |
| FRONTERA FUND | ||||||||
| PO BOX 721011 | MCALLEN | TX | 78504 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| FUND TEXAS CHOICE | ||||||||
| 3005 S ALMAR BLVD STE D109 | AUSTIN | TX | 78704 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| FWDUS EDUCATION FUND | ||||||||
| 1417 CORCORAN STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| GET LIT - WORDS IGNITE | ||||||||
| 672 S LA FAYETTE PARK PLACE SUITE | LOS ANGELES | CA | 90057 | NONE | PC | PROGRAM SUPPORT | $25,000 | 10 |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| HAITIAN BRIDGE ALLIANCE | ||||||||
| 4265 FAIRMOUNT AVE STE 280 | SAN DIEGO | CA | 92105 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| HEART OF LOS ANGELES (HOLA) | ||||||||
| 2701 WILSHIRE BLVD STE 1000 | LOS ANGELES | CA | 90057 | NONE | PC | GENERAL SUPPORT/PROGRAM SUPPORT | $75,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | PROGRAM SUPPORT | $635,000 | |
| HOPEWELL FUND | ||||||||
| 1307 WALT WHITMAN ROAD FOR PO BOX | MELVILLE | NY | 11747 | NONE | PC | GENERAL SUPPORT | $100,000 | 38068 |
| INCLUSIVE ACTION FOR THE CITY | ||||||||
| 2900 E CESAR E CHAVEZ AVENUE | LOS ANGELES | CA | 90033 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| INDEPENDENT SHAKESPEARE COMPANY INC | ||||||||
| 3191 CASITAS AVENUE SUITE 130 | LOS ANGELES | CA | 90039 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| INTERNATIONAL COMMUNITY FOUNDATION | ||||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| IRAQ AND AFGHANISTAN VETERANS OF AMERICA INC | ||||||||
| 114 WEST 41ST STREET 19TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| JANE'S DUE PROCESS | ||||||||
| PO BOX 685137 | AUSTIN | TX | 78768 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| JEWISH FAMILY SERVICE OF LOS ANGELES | ||||||||
| 3580 WILSHIRE BOULEVARD SUITE 700 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| JUSTICE ACTION CENTER | ||||||||
| PO BOX 27280 | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| KCRW FOUNDATION | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL SUPPORT | $1,200 | |
| LEADERSHIP CENTER FOR ATTORNEY GENERAL STUDIES | ||||||||
| 1350 I STREET NW STE 300 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| LEARNING THROUGH EXPANDED ARTS PROGRAM | ||||||||
| 535 8TH AVENUE SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LOS ANGELES COMMUNITY ACTION NETWORK | ||||||||
| 838 EAST 6TH STREET | LOS ANGELES | CA | 90021 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| LOS ANGELES COUNTY HIGH SCHOOL FOR THE ARTS FOUNDATION | ||||||||
| 5151 STATE UNIVERSITY DRIVE | LOS ANGELES | CA | 90032 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| LULAC INSTITUTE INC | ||||||||
| 1133 19TH STREET NW STE 1000 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| MARAT DAUKAYEV BALLET THEATRE | ||||||||
| 262 S VAN NESS AVENUE | LOS ANGELES | CA | 90004 | NONE | PC | PROGRAM SUPPORT | $4,046 | |
| MILLIKAN MIDDLE SCHOOL | ||||||||
| 5041 SUNNYSLOPE AVENUE | SHERMAN OAKS | CA | 91423 | NONE | PC | PROGRAM SUPPORT | $6,700 | |
| MOTION PICTURE & TV FUND | ||||||||
| 23388 MULHOLLAND DRIVE 220 | WOODLAND HILLS | CA | 91364 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| NEW VENTURE FUND (VOTING RIGHTS LAB) | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $25,000 | 300 |
| OVARIAN CANCER CIRCLE THE | ||||||||
| PO BOX 461759 | LOS ANGELES | CA | 90046 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| PANORAMA GLOBAL | ||||||||
| 2101 FOURHT AVENUE STE 2100 | SEATTLE | WA | 98121 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | ||||||||
| 1055 WILSHIRE BOULEVARD 1850 | LOS ANGELES | CA | 90017 | NONE | PC | PROGRAM SUPPORT | $221,590 | |
| PROJECT ANGEL FOOD | ||||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NONE | PC | PROGRAM SUPPORT | $78,200 | |
| PUBLIC CITIZEN FOUNDATION | ||||||||
| 1600 20TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PUBLIC COUNSEL | ||||||||
| 610 SOUTH ARDMORE AVENUE | LOS ANGELES | CA | 90005 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| REGARDING HER | ||||||||
| 269 S BEVERLY DRIVE 338 | BEVERLY HILLS | CA | 90212 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| SOLUTIONS PROJECT INC | ||||||||
| 4096 PIEDMONT AVENUE 728 | OAKLAND | CA | 94611 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 N ALAMEDA ST SUITE 230 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT | $7,600 | |
| SWIPE OUT HUNGER | ||||||||
| 9161 HILLSBOROUGH DRIVE | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| TEMPLE ISRAEL OF HOLLYWOOD | ||||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| TEMPLE ISRAEL OF HOLLYWOOD | ||||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | NONE | PC | GENERAL SUPPORT | $12,885 | |
| TEMPLE ISRAEL OF HOLLYWOOD | ||||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | NONE | PC | PROGRAM SUPPORT | $120,500 | |
| THE ACTOR'S FUND | ||||||||
| 729 SEVENTH AVENUE 10TH FLR | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE ACTOR'S FUND | ||||||||
| 729 SEVENTH AVENUE 10TH FLR | NEW YORK | NY | 10019 | NONE | PC | PROGRAM SUPPORT | $250,000 | |
| THE ACTOR'S GANG INC | ||||||||
| 9070 VENICE BLVD | CULVER CITY | CA | 90232 | NONE | PC | PROGRAM SUPPORT | $67,500 | |
| THE AFIYA CENTER | ||||||||
| PO BOX 765183 | DALLAS | TX | 75376 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| THE BLANK THEATRE CO | ||||||||
| 1301 LUCILLE AVENUE | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| THE CENTER IN HOLLYWOOD | ||||||||
| 6636 SELMA AVENUE | LOS ANGELES | CA | 90028 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| THE GABRIELLA FOUNDATION | ||||||||
| 639 S COMMONWEALTH AVE STE B | LOS ANGELES | CA | 90005 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| THE GILDER LEHMAN INSTITUTE OF AMERICAN HISTORY | ||||||||
| 49 WEST 45TH STREET 2ND FLR | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT/PROGRAM SUPPORT | $95,000 | |
| THE JOHN RITTER FOUNDATION FOR AORTIC HEALTH | ||||||||
| 11901 SANTA MONICA BLVD 410 | LOS ANGELES | CA | 90025 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE MR HOLLAND'S OPUS FOUNDATION | ||||||||
| 4370 TUJUNGA AVENUE STE 110 | STUDIO CITY | CA | 91604 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 2840 CHARLES E YOUNG DRIVE NORTH | LOS ANGELES | CA | 90095 | NONE | PC | PROGRAM SUPPORT | $200,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| THE UNITY SHOPPE INC | ||||||||
| 1209 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| TIDES FOUNDATION FISCAL SPONSOR FOR CALIFORNIA DIGNITY FOR FAMILIES FUND | ||||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 94139 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| UPPER DARBY ARTS & EDUCATION FOUNDATION | ||||||||
| 601 LANSDOWNE AVENUE | DREXEL | PA | 19026 | NONE | PC | PROGRAM SUPPORT | $250,000 | |
| UPSTREAM USA INC | ||||||||
| 1630 SAN PABLO AVENUE SUITE 400 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| VERSA STYLE DANCE COMPANY | ||||||||
| 10910 MORRISON STREET STE 302 | NORTH HOLLYWOOD | CA | 91601 | NONE | PC | GENERAL SUPPORT | $170,000 | |
| WEST SIDE CAMPAIGN AGAINST HUNGER | ||||||||
| 263 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| WHOLE WOMAN'S HEALTH ALLIANCE | ||||||||
| 1001 EAST MARKET STREET 200 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| WOMEN'S FOUNDATION CALIFORNIA | ||||||||
| 33122 LAKE LANIER PLACE | FREMONT | CA | 94555 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLR | WASHINGTON | DC | 20001 | NONE | PC | PROGRAM SUPPORT | $350,000 | |
| YES WE CAN WORLD FOUNDATION | ||||||||
| 911 EAST FAIRMOUNT ROAD | BURBANK | CA | 91501 | NONE | PC | PROGRAM SUPPORT | $16,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,805,771 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTOR'S GANG PRISON PROJECT | |||||||
| 9070 VENICE BLVD | CULVER CITY | CA | 90232 | NONE | PC | PROGRAM SUPPORT | $60,000 |
| ALMA BACKYARD FARMS | |||||||
| 453 N ALMA AVENUE | LOS ANGELES | CA | 90063 | NONE | PC | GENERAL SUPPORT | $100,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 NORTH MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| CITY YEAR LOS ANGELES | |||||||
| 2 MORRISEY BLVD | DORCHESTER | MA | 02125 | NONE | PC | GENERAL SUPPORT | $100,000 |
| FOOD FORWARD | |||||||
| 7412 FULTON AVENUE STE 3 | NORTH HOLLYWOOD | CA | 91605 | NONE | PC | GENERAL SUPPORT | $100,000 |
| IAVA | |||||||
| 85 BROAD STREET 18TH FLR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $50,000 |
| PARTNERSHIP FOR LA SCHOOLS | |||||||
| 2940 HOLLISTER AVENUE | LOS ANGELES | CA | 90032 | NONE | PC | PROGRAM SUPPORT | $228,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $648,861 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $485,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,542,243 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,027,689 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,027,689 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENTHAL REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S BEVERLY DRIVE SUITE 420 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,056,250 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,056,250 | FairMarketValueAmt |
| Received | 2021-01-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,033 | Amt |
| Net Investment Income | $5,508 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,525 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK EQUITY DIVIDEND | FMV | $185,008 | $185,008 |
| CALVERT EQUITY FUND | FMV | $411,810 | $411,810 |
| EUROPACIFIC GROWTH FD | FMV | $521,129 | $521,129 |
| INVESCO EQUALLY-WEIGHTED | FMV | $735,051 | $735,051 |
| INVESTMENT CO AMER | FMV | $209,161 | $209,161 |
| COHEN & STEERS LOW | FMV | $515,463 | $515,463 |
| PIMCO INCOME FUND CLASS A | FMV | $1,790,625 | $1,790,625 |
| COHEN & STEERS PFD SECS | FMV | $332,921 | $332,921 |
| PIMCO MORTGAGE | FMV | $697,512 | $697,512 |
| INVESCO DEVELOPING | FMV | $89,739 | $89,739 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,686 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSS ON INVESTMENT | Desc |
| Amt | $1,279,742 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $279 | $0 | $279 |
| PROGRAM EXPENSES | $6,000 | $0 | $6,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX PAYABLE | Desc |
| BOY Book Value | $1,373 | BOYBookValueAmt |
| EOY Book Value | $1,373 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT MANAGEMENT CONSULTING FEES | $344,897 | $0 | $344,897 |
| BANK CHARGES | $244 | $244 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $20,928 | $0 | $0 |
| STATE FILING FEES | $149 | $0 | $149 |
Comments