HARRY AND FLORENCE SLOAN FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HARRY AND FLORENCE SLOAN FOUNDATION (EIN 95-4256339)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202233199349109743
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)
Return2022-11-15T18:46:11-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954649521PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MELONI HRIBAL TRATNER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121600 OXNARD STREET 500AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954256339EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HARRY AND FLORENCE SLOAN FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MELONI HRIBAL TRATNER LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone8185873730PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121600 OXNARD STREET 500AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARRY SLOANPersonNm
Person TitleOFFICERPersonTitleTxt
Phone8185873730PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHARRYPersonFirstNm
Person LastSLOANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOIE STANFIELDPreparerPersonNm
PTINP01388306PTIN
Phone8185873730PhoneNum
Preparation2022-11-15PreparationDt

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$4,695,180FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,608,074ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$28InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,665DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,665DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$156,753NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,405,511GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$156,753CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,776,520TotalRevAndExpnssAmt
Total Net Invst Incm$168,446TotalNetInvstIncmAmt
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$15,367AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,220AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,067OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,067OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25,204TaxesRevAndExpnssAmt
Taxes Net Invst Incm$129TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$855OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$47,493TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,416TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,849,725ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,849,725ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,897,218TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,416TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,849,725TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,879,302ExcessRevenueOverExpensesAmt
Net Investment Income$153,030NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$255,973SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$253,173SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$253,173SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$548,718CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$27,546OtherInvestmentsBOYAmt
Other Investments EOY$4,129,189OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,442,007OtherInvestmentsEOYFMVAmt
Other Assets BOY$7,200OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$839,437TotalAssetsBOYAmt
Total Assets EOY$4,382,362TotalAssetsEOYAmt
Total Assets EOYFMV$4,695,180TotalAssetsEOYFMVAmt
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$839,437RetainedEarningBOYAmt
Retained Earning EOY$4,382,362RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$839,437TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,382,362TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$839,437TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,382,362TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$839,437TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,879,302ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,718,739SubtotalAmt
Other Decreases$336,377OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,382,362TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2020-08-102021-04-30$278,944$262,621$16,323$16,323
PUBLICLY TRADED SECURITIESP2018-06-152021-04-30$35,412$34,564$848$848
PUBLICLY TRADED SECURITIESP2018-06-152021-06-04$63$46$17$17
PUBLICLY TRADED SECURITIESP2021-06-092021-09-07$399,137$297,186$101,951$101,951
PUBLICLY TRADED SECURITIESD2021-06-092021-12-27$411,833$403,322$8,511$8,511
PUBLICLY TRADED SECURITIESD2021-08-182021-12-27$277,400$251,019$26,381$26,381
BANK OF NEW YORK MELLON ADR FXP2021-01-012021-10-08$24$24$24
PUBLICLY TRADED SECURITIESP2021-01-012021-12-31$2,698$2,698$2,698
FieldValueIRS element (for citing)
Capital Gain Net Income$156,753CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,127InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,127SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,127TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,864EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,864TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$11,737OverpaymentAmt
Applied To ES Tax$11,737AppliedToESTaxAmt
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 BooksMELONI HRIBAL TRATNER LLPIndividualWithBooksNm
Phone8185873730PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121600 OXNARD ST 500AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
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
HARRY E SLOAN
21600 OXNARD ST SUITE 500WOODLAND HILLSCA91367PRESIDENT/CFO1.00$0$0$0
FLORENCE SLOAN
21600 OXNARD ST SUITE 500WOODLAND HILLSCA91367SECRETARY1.00$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$558,712AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$248,253AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$806,965TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$806,965AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,104CashDeemedCharitableAmt
Net Vl Noncharitable Assets$794,861NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,743MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,743MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,127TaxBasedOnInvestmentIncomeAmt
Total Tax$2,127TotalTaxAmt
Distributable Before Adj$37,616DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,616DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,616DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,849,725ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,849,725QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,616DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$235,699ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$920,196ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$662,073ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$757,570ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$694,371ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,269,909TotalExcessDistributionCyovAmt
Qualifying Distributions$1,849,725QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,616AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,812,109RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,082,018TotalCorpusAmt
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$235,699ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,846,319ExcessDistriCyovToNextYrAmt
Excess From Year4$920,196ExcessFromYear4Amt
Excess From Year3$662,073ExcessFromYear3Amt
Excess From Year2$757,570ExcessFromYear2Amt
Excess From Year1$694,371ExcessFromYear1Amt
Excess From Current Year$1,812,109ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHARRY E SLOANContributingManagerNm
Contributing ManagerFLORENCE SLOANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF UNIT 669 INC
35 CROSSBROOK ROADLIVINGSTONNJ07039PCVETERANS SUPPORT$7,200
ASU FOUNDATION
PO BOX 2260TEMPEAZ85280PCGENERAL AND EDUCATIONAL SUPPORT$50,000
COMMUNITY ORGANIZED RELIEF EFFORT
6464 SUNSET BLVD NO 530LOS ANGELESCA90028PCDISASTER RELIEF AND ASSISTANCE$5,000
DC VOLUNTEER LAWYERS PROJECT
5335 WISCONSIN AVENUE NW STE 440WASHINGTONDC20015PCSUPPORT FOR DOMESTIC VIOLENCE VICTIMS AND CHILDREN$10,000
EASTERN PENNSYLVANIA DOWN SYNDROME CENTER
6900 HAMILTON BLVD PO BOX 60TREXLERTOWNPA18087PCTO SUPPORT PEOPLE WITH SPECIAL NEEDS$1,000
FACING HISTORY AND OURSELVES
16 HURD ROADBROOKLINEMA02445PCGENERAL AND EDUCATIONAL SUPPORT$25,000
FACING HISTORY AND OURSELVES
16 HURD ROADBROOKLINEMA02445PCGENERAL AND EDUCATIONAL SUPPORT$25,000
GLOBALGIVING
1 THOMAS CIR NW SUITE 800WASHINGTONDC20005PCGENERAL AND EDUCATIONAL SUPPORT$10,000
HUMAN RIGHTS WATCH
11500 W OLYMPIC BLVD SUITE 608LOS ANGELESCA90064PCHUMAN RIGHTS PROTECTION$12,500
JEWISH GRADUATE STUDENT INITIATIVE
9315 ALCOTT STREET SUITE 201LOS ANGELESCA90035PCTO SUPPORT JEWISH GRADUATE STUDENTS AND ALUMNI$50,000
LOS ANGELES CONSERVANCY
523 WEST SIXTH STREET SUITE 826LOS ANGELESCA90014PCART AND EDUCATIONAL SUPPORT$10,000
LOS ANGELES COUNTY MUSEUM OF ART
5905 WILSHIRE BOULEVARDLOS ANGELESCA90036PCART AND EDUCATIONAL SUPPORT$36,825
LOS ANGELES POLICE FOUNDATION
633 W 5TH STREET SUITE 960LOS ANGELESCA90071PCGENERAL OPERATING SUPPORT TO THE LAPD$10,000
MARINE CORPS MWTC FOUNDATION
PO BOX 67BRIDGEPORTCA93517PCVETERANS SUPPORT$25,000
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02114PCMEDICAL AND RESEARCH SUPPORT$10,000
MATTHEW SILVERMAN MEMORIAL FOUNDATION
324 S BEVERLY DRIVE NO 411BEVERLY HILLSCA90212PCYOUTH SUPPORT$25,000
MLK HEALTH AND WELLNESS COMMUNITY DEVELOPMENT CORPORATION
PO BOX 811473LOS ANGELESCA90081PCGENERAL AND EDUCATIONAL SUPPORT$300
PEOPLE FOR THE AMERICAN WAY FOUNDATION
1101 15TH STREET NW SUITE 600WASHINGTONDC20005PCHUMAN RIGHTS PROTECTION$5,000
SUMMAEVERYTHANG COMMUNITY CENTER INC
PO BOX 47624LOS ANGELESCA90047PCTO PROVIDE FOODS TO PEOPLE IN NEEDS$3,000
THE ASIA SOCIETY
633 WEST FIFTH STREET SUITE 3230LOS ANGELESCA90071PCGENERAL OPERATING SUPPORT$25,000
THE MILKEN INSTITUTE
1250 FOURTH STREET 2ND FLOORSANTA MONICACA90401PCGLOBAL POLICY DEVELOPMENT SUPPORT$25,000
THE PACIFIC COUNCIL
725 S FIGUEROA STREET SUITE 450LOS ANGELESCA90017PCGENERAL OPERATING SUPPORT$25,000
THE PACIFIC COUNCIL
725 S FIGUEROA STREET SUITE 450LOS ANGELESCA90017PCGLOBAL POLICY DEVELOPMENT SUPPORT$10,000
THE PACIFIC COUNCIL
725 S FIGUEROA STREET SUITE 450LOS ANGELESCA90017PCGLOBAL POLICY DEVELOPMENT SUPPORT$1,000
THE SERICA INITIATIVE
1107 FIFTH AVENUE 15TH FLOORNEW YORKNY10128PCTO PROMOTE GLOBAL COLLABORATION$4,500
UCLA FOUNDATION
10889 WILSHIRE BOULEVARD SUITE 1000LOS ANGELESCA90024PCMEDICAL AND RESEARCH SUPPORT$8,700
UCLA FOUNDATION
10889 WILSHIRE BOULEVARD SUITE 1000LOS ANGELESCA90024PCGENERAL AND EDUCATIONAL SUPPORT$20,000
UCLA FOUNDATION
10889 WILSHIRE BOULEVARD SUITE 1000LOS ANGELESCA90024PCMEDICAL AND RESEARCH SUPPORT$8,700
UCLA FOUNDATION
10889 WILSHIRE BOULEVARD SUITE 1000LOS ANGELESCA90024PCGENERAL AND EDUCATIONAL SUPPORT$175,000
UCLA FOUNDATION
10889 WILSHIRE BOULEVARD SUITE 1000LOS ANGELESCA90024PCTO SUPPORT STUDENTS PURSUING CAREERS IN MEDIA AND ENTERTAINMENT$500,000
UCLA FOUNDATION
10889 WILSHIRE BOULEVARD SUITE 1000LOS ANGELESCA90024PCMEDICAL AND RESEARCH SUPPORT$25,000
UNIVERSITY OF SOUTHERN CALIFORNIA
635 CHILDS WAYLOS ANGELESCA90089PCGENERAL AND EDUCATIONAL SUPPORT$500,000
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY GARDENS UGB 203LOS ANGELESCA90089PCTO SUPPORT USC GOULD SCHOOL OF LAW BUILDING FUND$200,000
VISIONARY WOMEN
9663 SANTA MONICA BLVD NO 851BEVERLY HILLSCA90210PCGENERAL OPERATING SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,849,725TotalGrantOrContriPdDurYrAmt
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$28ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,665ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$156,753ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$168,446ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$168,446TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
HARRY E AND FLORENCE L SLOAN
121600 OXNARD STREET SUITE 500WOODLAND HILLSCA91367$411,100Yes (X)
ROSCOMARE LTD A CALIFORNIA LIMITED PARTNERSHIP
221600 OXNARD STREET SUITE 500WOODLAND HILLSCA91367$3,802,892Yes (X)
ROSCOMARE LTD A CALIFORNIA LIMITED PARTNERSHIP
321600 OXNARD STREET SUITE 500WOODLAND HILLSCA91367$905,915Yes (X)
HARRY E AND FLORENCE L SLOAN
421600 OXNARD STREET SUITE 500WOODLAND HILLSCA91367$488,167Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
137,036 SHARES OF AB MUNICIPAL BOND INFLATION STRATEGY FDDONOR'S COST BASIS $403,322ACQ. 06/2021$411,1002021-12-23
223,073 SHARES OF VANGUARD GROWTH INDEX FD ADMIRAL SHSDONOR'S COST BASIS $3,494,175 ACQ. 08/2021$3,802,8922021-12-23
333,540 SHARES OF JPMORGAN HEDGED EQUITY FUND CLASS IDONOR'S COST BASIS $886,033ACQ. 08/2021$905,9152021-12-29

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$15,367Amt
Net Investment Income$9,220NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
JPMORGAN TR I HEDGED EQUITY FDAT COST$886,033$905,245
VANGUARD INDEX FDS GROWTH INDEX FD ADMIRALAT COST$3,243,156$3,536,762

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLEDesc
BOY Book Value$7,200BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV OF DONATED PROPERTIES IN EXCESS OF BASISDesc
Amt$336,377Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$180$0$0
MEALS$675$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT MANAGEMENT FEESCategoryTxt
Amt$6,067Amt
Net Investment Income$6,067NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$75$0$0
FOREIGN TAX$129$129$0
FEDERAL TAX$25,000$0$0

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