BROAD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BROAD FOUNDATION (EIN 95-4686318)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349103734
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T12:56:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | 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 | 954686318 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELI AND EDYTHE BROAD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROA | BusinessNameControlTxt |
| Phone | 3109545026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH GRAND AVENUE 1800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERUN RILEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3109545026 | PhoneNum |
| Signature | 2022-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GERUN | PersonFirstNm |
| Person Last | RILEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2022-11-12 | 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 | $2,410,166,174 | 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 | $107,880,594 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33,996 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,996 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,767 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,310,353 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,990,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $398,848,492 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,183,333 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $995,474 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $106,018,541 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $240,915,854 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $196,546,223 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $764,632 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $758,684 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $88,035 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $144,315 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $63,015 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $65,904 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $246,057 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $68,532 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $163,901 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,901,552 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,058,358 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,274,081 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,341,019 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $383,839 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $225 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $469 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,057 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $129,890 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $131,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,909 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,470 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $25,753 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $20,014 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $178,071 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,940,631 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $126,848 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,762,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,454,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,707,442 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,891,476 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,407,064 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,653,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,454,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,114,506 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,261,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $186,091,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,647 | CashBOYAmt |
| Cash EOY | $70,728 | CashEOYAmt |
| Cash EOYFMV | $70,728 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $279,665,218 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $356,329,576 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $356,329,576 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $80,882,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $182,473,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $182,473,906 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,744,634,830 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,863,972,243 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,863,972,243 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $469 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $8,699,541 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,319,721 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,319,721 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,113,964,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,410,166,174 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,410,166,174 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,103,698 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,432,112 | AccountsPayableEOYAmt |
| Grants Payable BOY | $404,242,230 | GrantsPayableBOYAmt |
| Grants Payable EOY | $395,726,643 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $13,493,282 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $16,177,791 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $418,839,210 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $414,336,546 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,695,125,305 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,995,829,628 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,695,125,305 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,995,829,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,113,964,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,410,166,174 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,695,125,305 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,261,976 | ExcessRevenueOverExpensesAmt |
| Other Increases | $191,442,347 | OtherIncreasesAmt |
| Subtotal | $1,995,829,628 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,995,829,628 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2020-01-01 | 2021-12-31 | $108,216,527 | $51,169,179 | $57,047,348 | $57,047,348 | |
| PASS THRU INVESTMENTS DISTRIB IN EXCESS OF BASIS | 2020-01-01 | 2021-12-31 | $151,945,950 | $148,434,202 | $3,511,748 | $3,511,748 | P |
| ADJUST FOR IRC SEC 1202 ELIGIBLE GAIN EXCLUSION - PUBLICLY TRADED SECURITIES | 2020-01-01 | 2021-12-31 | $232,888 | -$232,888 | -$232,888 | P | |
| ADJUST FOR IRC SEC 1202 ELIGIBLE GAIN EXCLUSION - PASS THRU INVEST REORGS | 2020-01-01 | 2021-12-31 | $370,643 | -$370,643 | -$370,643 | P | |
| TERMINATION OF ALTA RESOURCES DEVELOPMENT, LLC | 2020-01-01 | 2021-12-31 | $9,872,383 | $11,017,429 | -$1,145,046 | -$1,145,046 | P |
| TERMINATION OF DRAGONEER TRAVEL, LP | 2020-01-01 | 2021-12-31 | $6,267,912 | $54,045,127 | -$47,777,215 | -$47,777,215 | P |
| TERMINATION OF DST INVESTMENTS XI, L.P. | 2020-01-01 | 2021-12-31 | $4,530,347 | $10,381,915 | -$5,851,568 | -$5,851,568 | P |
| TERMINATION OF KKR RENAISSANCE CO-INVEST L.P | 2020-01-01 | 2021-12-31 | $9,170,272 | $16,853,455 | -$7,683,183 | -$7,683,183 | P |
| TERMINATION OF OAKTREE VALUE EQUITY FUND (DELAWARE), LP | 2020-01-01 | 2021-12-31 | $2,167,329 | $2,904,447 | -$737,118 | -$737,118 | P |
| TERMINATION OF ICON III FUND V SELLING AIV LP | 2020-01-01 | 2021-12-31 | $561,537 | $551,986 | $9,551 | $9,551 | P |
| TERMINATION OF RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC | 2020-01-01 | 2021-12-31 | $26,786,678 | $26,786,678 | $0 | $0 | P |
| TERMINATION OF TIGER GLOBAL PIP X PARTNERS, L.P. | 2020-01-01 | 2021-12-31 | $507,755 | $586,988 | -$79,233 | -$79,233 | P |
| TERMINATION OF TIGER GLOBAL PRIVATE INVESTMENT PARTNERS IV, L.P. | 2020-01-01 | 2021-12-31 | $189,488 | $91,855 | $97,633 | $97,633 | P |
| TERMINATION OF TPG BIOTECHNOLOGY PARTNERS II, L.P. | 2020-01-01 | 2021-12-31 | $22,773 | $22,773 | $22,773 | P | |
| TERMINATION OF ICON PARTNERS V B, L.P. | 2020-01-01 | 2021-12-31 | $2,263,200 | $2,263,200 | $2,263,200 | P | |
| TERMINATION OF GA AM EXIT, L.P. | 2020-01-01 | 2021-12-31 | $824,235 | $824,235 | $0 | $0 | P |
| TERMINATION OF GA HG EXIT, L.P. | 2020-01-01 | 2021-12-31 | $1,048,824 | $1,048,824 | $0 | $0 | P |
| TERMINATION OF GA SNF EXIT, L.P. | 2020-01-01 | 2021-12-31 | $874,980 | $874,980 | $0 | $0 | P |
| TERMINATION OF ABRY MEZZANINE PARTNERS, L.P | 2020-01-01 | 2021-12-31 | $47,218 | $44,694 | $2,524 | $2,524 | P |
| TERMINATION OF ABRAMS CAPITAL PARTNERS II, L.P. | 2020-01-01 | 2021-12-31 | $29,700 | $29,700 | $29,700 | P | |
| PASS THRU INVESTMENTS REPORTED ON SCH K-1 | 2020-01-02 | 2020-12-31 | $73,521,384 | $73,521,384 | $73,521,384 | P | |
| ADJUST FOR IRC SEC 1202 ELIGIBLE GAIN EXCLUSION - PASS THRU INVESTMENTS | 2020-01-03 | 2020-12-31 | $445,634 | -$445,634 | -$445,634 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,183,333 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,586,676 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,586,676 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,586,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,148,815 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $800,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,948,815 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,362,139 | OverpaymentAmt |
| Applied To ES Tax | $612,139 | AppliedToESTaxAmt |
| Refund | $750,000 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BROADFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JULIE BAKER | IndividualWithBooksNm |
| Phone | 3109545026 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH GRAND AVENUE SUITE 1800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ELI BROAD | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | CHAIRMAN (PART YEAR) | 5.00 | $20,000 | $2,184 | $0 |
| EDYTHE L BROAD | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GERUN RILEY SEE STATEMENT 15 | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | PRESIDENT, TRUSTEE | 30.00 | $0 | $0 | $0 |
| SUZANNE NORA JOHNSON | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JAY WINTROB | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN JACK | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | VICE PRESIDENT/CHIEF | 32.00 | $212,000 | $26,131 | $0 |
| SUE CHI | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | MANAGING DIRECTOR, P | 40.00 | $192,600 | $17,101 | $0 |
| SUZANNE EMMERLING | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | CHIEF COMMUNICATIONS | 30.00 | $175,959 | $30,160 | $0 |
| LOGAN CONTRERAS | ||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | DATA AND IMPACT OFFI | 40.00 | $118,000 | $17,303 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FAMILY OFFICE INVESTMENT SERVICES LLC | |||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | INVESTMENT SERVICES | $1,857,104 |
| FAMILY OFFICE FINANCIAL SERVICES LLC | |||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | FINANCE, ACCTG, TAX, HR & TECH | $1,800,208 |
| ESTOLANO ADVISORS | |||||
| 801 SOUTH GRAND AVENUE SUITE 530 | LOS ANGELES | CA | 90017 | GRANT PROGRAM CONSULTING | $167,351 |
| CLARK NUBER PS | |||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | TAX PREP AND CONSULT SERVICES | $136,241 |
| CORVIDAE CONSULTING LLC | |||||
| 3271 AIRPORT ROAD 130 | BOULDER | CO | 80301 | GRANT PROGRAM CONSULTING | $133,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | 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 | $196,337,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $322,668,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,805,753,790 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,324,760,098 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,324,760,098 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,871,401 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,289,888,697 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,494,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,494,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,586,676 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $114,489 | IncomeTaxAmt |
| Total Tax | $2,701,165 | TotalTaxAmt |
| Distributable Before Adj | $111,793,270 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $74,695 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,867,965 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,867,965 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,114,506 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,114,506 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,867,965 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $66,664,130 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,004,415 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $62,488,138 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,370,309 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,722,956 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $288,249,948 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,114,506 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,867,965 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,246,541 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $306,496,489 | 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 | $66,664,130 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $239,832,359 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,004,415 | ExcessFromYear4Amt |
| Excess From Year3 | $62,488,138 | ExcessFromYear3Amt |
| Excess From Year2 | $68,370,309 | ExcessFromYear2Amt |
| Excess From Year1 | $31,722,956 | ExcessFromYear1Amt |
| Excess From Current Year | $18,246,541 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELI BROAD | ContributingManagerNm |
| Contributing Manager | EDYTHE L BROAD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90011 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $6,000 | |
| ADVANCEMENT PROJECT | |||||||
| 1545 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90017 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $10,000 | |
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $165,000 | |
| ALTASEA AT THE PORT OF LOS ANGELES | |||||||
| 222 WEST 6TH STREET SUITE 1010 | SAN PEDRO | CA | 90731 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $6,460 | |
| AQUARIUM OF THE PACIFIC | |||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $13,083 | |
| ASIAN AMERICANS ADVANCING JUSTICE LOS ANGELES | |||||||
| 1145 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $75,000 | |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 100 SE 2ND STREET SUITE 2200 | MIAMI | FL | 33131 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $2,500 | |
| BROAD INSTITUTE INC | |||||||
| 7 CAMBRIDGE CTR | CAMBRIDGE | MA | 02142 | PC | SCI & MED RESEARCH - TO SUPPORT BIOMEDICAL AND GENOMIC RESEARCH | $36,243,742 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 EAST CALIFORNIA BLVD | PASADENA | CA | 91125 | PC | EDUCATION - TO ESTABLISH THE HONORARY ENDOWED DAVID BALTIMORE PROFESSORSHIP | $1,000,000 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $38,000 | |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRE PLAZA DR SUITE 1100 | MONTEREY PARK | CA | 91754 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $3,000 | |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $30,000 | |
| CHARTER FUND INC DBA CHARTER SCHOOL GROWTH FUND | |||||||
| 10901 WEST 120TH AVENUE SUITE 450 | BROOMFIELD | CO | 80021 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $600,000 | |
| CHILDREN'S DEFENSE FUND | |||||||
| 840 FIRST ST NE SUITE 300 | WASHINGTON | DC | 20002 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $5,000 | |
| CITY OF TORRANCE | |||||||
| 3201 PLAZA DEL AMO | TORRANCE | CA | 90503 | GOV | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $3,604 | |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $1,000 | |
| CLINICA MONSENOR OSCAR A ROMERO | |||||||
| 123 SOUTH ALVARADO STREET | LOS ANGELES | CA | 90057 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $2,500 | |
| COLORADO SCHOOL OF MINES FOUNDATION | |||||||
| 1812 ILLINOIS ST | GOLDEN | CO | 80401 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $1,000 | |
| COLUMBIA MEMORIAL SPACE SCIENCE LEARNING CENTER | |||||||
| 12400 COLUMBIA WAY | DOWNEY | CA | 90242 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $18,522 | |
| COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION & TREATMENT | |||||||
| 8101 S VERMONT AVENUE | LOS ANGELES | CA | 90044 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $25,000 | |
| COMMUNITY INITIATIVES | |||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $250,000 | |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $10,000 | |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $200,000 | |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $11,132 | |
| CORO SOUTHERN CALIFORNIA INC | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $5,000 | |
| DISCOVERY SCIENCE CENTER OF LOS ANGELES | |||||||
| 11800 FOOTHILL BLVD | SYLMAR | CA | 91342 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $62,260 | |
| DIY GIRLS | |||||||
| PO BOX 330662 | PACOIMA | CA | 91333 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $115,000 | |
| DOHENY EYE INSTITUTE | |||||||
| 150 NORTH ORANGE GROVE BOULEVARD | PASADENA | CA | 91103 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $5,000 | |
| ECONOMIC DEVELOPMENT CORPORATION OF LOS ANGELES | |||||||
| 444 S FLOWER ST 37TH FLOOR | LOS ANGELES | CA | 90071 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $1,000 | |
| EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION | |||||||
| 1107 9TH STREET SUITE 680 | SACRAMENTO | CA | 95814 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $160,000 | |
| EMERALD CITIES COLLABORATIVE INC | |||||||
| 1140 CONNECTICUT AVENUE SUITE 900B | WASHINGTON | DC | 20036 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $250,000 | |
| ENCORPS | |||||||
| 2121 AVENUE OF THE STARS SUITE 2020 | LOS ANGELES | CA | 90067 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $100,000 | |
| ENRICHLA | |||||||
| 2173 CEDARHURST DR | LOS ANGELES | CA | 90027 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $25,000 | |
| ESPERANZA COMMUNITY HOUSING CORPORATION | |||||||
| 3655 S GRAND AVE SUITE 280 | LOS ANGELES | CA | 90007 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $160,000 | |
| FIRST PLACE FOR YOUTH | |||||||
| 426 17TH STREET SUITE 100 | OAKLAND | CA | 94612 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $2,500 | |
| FORDHAM UNIVERSITY | |||||||
| 150 W 62ND STREET | NEW YORK | NY | 10023 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $25,000 | |
| FRIENDS OF THE LOS ANGELES RIVER | |||||||
| 570 W AVE 26 SUITE 250 | LOS ANGELES | CA | 90065 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $5,693 | |
| FULFILLMENT FUND | |||||||
| 6100 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $5,000 | |
| GEFFEN PLAYHOUSE | |||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $3,000 | |
| GREAT PUBLIC SCHOOLS NOW | |||||||
| 1150 S OLIVE STREET SUITE 1325 | LOS ANGELES | CA | 90015 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $3,750,000 | |
| GREEN DOT PUBLIC SCHOOLS | |||||||
| 1149 SOUTH HILL STREET SUITE 600 | LOS ANGELES | CA | 90015 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $250,000 | |
| HEAL THE BAY | |||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $5,000 | |
| HIDDEN GENIUS PROJECT | |||||||
| 2934 TELEGRAPH AVENUE | OAKLAND | CA | 94609 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $50,000 | |
| HOMEBOY INDUSTRIES | |||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $50,000 | |
| HOMEBOY INDUSTRIES | |||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $2,500 | |
| HOWARD UNIVERSITY | |||||||
| 2244 10TH STREET NW ROOM 302 | WASHINGTON | DC | 20059 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $1,000,000 | |
| INNERCITY STRUGGLE | |||||||
| 3467 WHITTIER BOULEVARD | LOS ANGELES | CA | 90023 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $15,000 | |
| INNOVATE PUBLIC SCHOOLS | |||||||
| 1400 PARKMOOR AVENUE SUITE 240 | SAN JOSE | CA | 95126 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $100,000 | |
| INTERNATIONAL CREATIVE CLASS ALLIANCE | |||||||
| 201 SOUTH LAKE AVENUE STE 500 | PASADENA | CA | 91101 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $64,035 | |
| JOBS TO MOVE AMERICA | |||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $200,000 | |
| JOHN BURTON ADVOCATES FOR YOUTH | |||||||
| 235 MONTGOMERY STREET SUITE 1142 | SAN FRANCISCO | CA | 94104 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $1,000 | |
| KIDSPACE A PARTICIPATORY MUSEUM | |||||||
| 480 NORTH ARROYO BLVD | PASADENA | CA | 91103 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $24,120 | |
| KING HARBOR BOATING FOUNDATION | |||||||
| PO BOX 10003 | TORRANCE | CA | 90278 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $14,090 | |
| KIPP LA SCHOOLS | |||||||
| 3601 EAST FIRST STREET | LOS ANGELES | CA | 90063 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $5,000 | |
| KIPP SOCAL PUBLIC SCHOOLS | |||||||
| 3601 EAST FIRST STREET | LOS ANGELES | CA | 90063 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $100,000 | |
| LA PROMISE FUND | |||||||
| 1933 S BROADWAY SUITE 1108 | LOS ANGELES | CA | 90007 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $325,000 | |
| LA'S BEST | |||||||
| 200 NORTH SPRING STREET SUITE M-120 | LOS ANGELES | CA | 90012 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $310,000 | |
| LEGAL AID FOUNDATION OF LOS ANGELES | |||||||
| 1102 CRENSHAW BLVD | LOS ANGELES | CA | 90019 | PC | CIVIC AND COMMUNITY - TO SUPPORT CAPITAL CAMPAIGN FOR A NEW OFFICE BUILDING | $40,000 | |
| LET US INC | |||||||
| 1133 E COMPTON BOULEVARD | COMPTON | CA | 90221 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $500 | |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $15,000 | |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 WEST 5TH STREET | LOS ANGELES | CA | 90071 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $5,000 | |
| LOS ANGELES ALLIANCE FOR A NEW ECONOMY | |||||||
| 548 S SPRING STREET SUITE 630 | LOS ANGELES | CA | 90013 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $350,000 | |
| LOS ANGELES AUDUBON SOCIETY INC | |||||||
| 3791 WADE STREET | LOS ANGELES | CA | 90066 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $1,692 | |
| LOS ANGELES CLEANTECH INCUBATOR | |||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $750,000 | |
| LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY FOUNDATION | |||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $8,184 | |
| LOS ANGELES MARITIME INSTITUTE | |||||||
| BERTH 73 SUITE 2 | SAN PEDRO | CA | 90731 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $35,336 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $1,000 | |
| MADISON PROJECT | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PC | ARTS - ENDOWMENT FOR WEST LOS ANGELES COMMUNITY THEATER THE BROAD STAGE | $5,000,000 | |
| MADISON PROJECT | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PC | ARTS - TO SUPPORT WEST LOS ANGELES COMMUNITY THEATER THE BROAD STAGE | $200,000 | |
| MARINE MAMMAL CARE CENTER LOS ANGELES | |||||||
| 3601 GAFFEY STREET 8 | SAN PEDRO | CA | 90731 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $3,278 | |
| MICHIGAN STATE UNIVERSITY | |||||||
| 450 ADMINISTRATION BLDG | EAST LANSING | MI | 48824 | PC | EDUCATION - ENDOWMENT FOR THE ELI BROAD COLLEGE OF BUSINESS | $3,000,000 | |
| MICHIGAN STATE UNIVERSITY | |||||||
| 450 ADMINISTRATION BLDG | EAST LANSING | MI | 48824 | PC | EDUCATION - SUPPORT FOR THE CONSTRUCTION OF THE GRADUATE PROGRAMS PAVILION | $2,000,000 | |
| MICHIGAN STATE UNIVERSITY | |||||||
| 520 NORTH BUSINESS COMPLEX | EAST LANSING | MI | 48824 | PC | EDUCATION - ENDOWMENT FOR ELI AND EDYTHE BROAD DEAN OF BUSINESS SCHOOL | $5,250,000 | |
| MOUNTAIN AND SEA EDUCATIONAL ADVENTURES | |||||||
| PO BOX 950 | SAN PEDRO | CA | 90733 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $36,144 | |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $5,000,000 | |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 220 MONTGOMERY STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $1,979 | |
| OCEANOGRAPHIC TEACHING STATIONS INC | |||||||
| 2 MANHATTAN BEACH BOULEVARD | MANHATTAN BEACH | CA | 90266 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $45,782 | |
| ONEOC | |||||||
| 1901 E 4TH STREET SUITE 100 | SANTA ANA | CA | 92705 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $10,000 | |
| PACIFIC BATTLESHIP CENTER | |||||||
| 250 SOUTH HARBOR BOULEVARD | SAN PEDRO | CA | 90731 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $704 | |
| PARTNERSHIP FOR CHILDREN AND YOUTH | |||||||
| PO BOX 2847 | EL CERRITO | CA | 94530 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $75,000 | |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | |||||||
| 1055 WILSHIRE BLVD SUITE 1850 | LOS ANGELES | CA | 90017 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $350,000 | |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $505,000 | |
| PROPEL AMERICA | |||||||
| 800 BOYLSTON STREET PO BOX 990443 | BOSTON | MA | 02199 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $100,000 | |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH STREET 10TH FLOOR | OAKLAND | CA | 94607 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $150,000 | |
| PUENTE LEARNING CENTER | |||||||
| 501 SOUTH BOYLE AVENUE | LOS ANGELES | CA | 90033 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $2,500 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 1608 FOURTH STREET SUITE 220 | BERKELEY | CA | 94710 | PC | ENVIRONMENT - INVESTMENT TO INCREASE HEALTHY LIVING ENVIRONMENTS, PARTICULARLY FOR HISTORICALLY MARGINALIZED COMMUNITIES | $400,000 | |
| RESOURCE CONSERVATION DISTRICT OF THE SANTA MONICA MOUNTAINS | |||||||
| 540 S TOPANGA CANYON BLVD | TOPANGA | CA | 90290 | GOV | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $15,113 | |
| RESOURCES LEGACY FUND | |||||||
| 555 CAPITOL MALL SUITE 1095 | SACRAMENTO | CA | 95814 | PC | ENVIRONMENT - INVESTMENT TO INCREASE HEALTHY LIVING ENVIRONMENTS, PARTICULARLY FOR HISTORICALLY MARGINALIZED COMMUNITIES | $2,500,000 | |
| SAINT JOHN'S HOSPITAL FOUNDATION | |||||||
| 1328 22ND STREET | SANTA MONICA | CA | 90404 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $10,000 | |
| SANTA MONICA MOUNTAINS FUND | |||||||
| 401 W HILLCREST DRIVE | THOUSAND OAKS | CA | 91360 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $2,520 | |
| SELF-HELP GRAPHICS AND ARTS INC | |||||||
| 1300 E 1ST STREET | LOS ANGELES | CA | 90033 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $1,000 | |
| SILICON SCHOOLS FUND INC | |||||||
| 827 BROADWAY SUITE 300 | OAKLAND | CA | 94607 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $1,000,000 | |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 NORTH SEPULVEDA BOULEVARD | LOS ANGELES | CA | 90049 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $30,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 NORTH ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $65,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $1,000 | |
| THE 5 GYRES INSTITUTE | |||||||
| PO BOX 5699 | SANTA MONICA | CA | 90409 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $9,735 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 SOUTH HARPER COURT SUITE 1140 | CHICAGO | IL | 60615 | PC | CIVIC AND COMMUNITY - GENERAL SUPPORT PLEDGE TO HELP CREATE THE OBAMA PRESIDENTIAL LIBRARY IN CHICAGO | $200,000 | |
| THE BROAD ART FOUNDATION | |||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | POF | ARTS - TO SUPPORT ART LENDING ACTIVITIES | $28,000,000 | |
| THE BROAD CENTER | |||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | PC | EDUCATION - TO DEVELOP AND SUPPORT LEADERS AND MANAGERS OF PUBLIC SCHOOL DISTRICTS, CHARTER MANAGEMENT ORGS AND STATE AND FEDERAL EDUCATION AGENCIES | $300,000 | |
| THE BROAD | |||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | POF | ARTS - GENERAL SUPPORT PLEDGE | $9,520,740 | |
| THE DETROIT INSTITUTE OF ARTS | |||||||
| 5200 WOODWARD AVENUE | DETROIT | MI | 48202 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $100,000 | |
| THE GREENLINING INSTITUTE | |||||||
| 360 14TH STREET 2ND FLOOR | OAKLAND | CA | 94612 | PC | PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES | $255,000 | |
| THE LOS ANGELES TRUST FOR CHILDREN'S HEALTH | |||||||
| 333 SOUTH BEAUDRY 29TH FLOOR | LOS ANGELES | CA | 90017 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $15,000 | |
| THE MAYOR'S FUND FOR LOS ANGELES | |||||||
| 200 N SPRING ST SUITE 305B | LOS ANGELES | CA | 90012 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $100,000 | |
| THE MUSIC CENTER | |||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS | $5,028,000 | |
| THE RON FINLEY PROJECT | |||||||
| PO BOX 3664 | BEVERLY HILLS | CA | 90212 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $25,000 | |
| THE SEED FOUNDATION | |||||||
| 1730 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $500,000 | |
| THRIVE SCHOLARS | |||||||
| 160 STATE STREET FLOOR 3 | BOSTON | MA | 02109 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $200,000 | |
| TREEPEOPLE INC | |||||||
| 12601 MULHOLLAND DRIVE | BEVERLY HILLS | CA | 90210 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $24,006 | |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD 1400 | LOS ANGELES | CA | 90024 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $15,000 | |
| UCLA JONSSON CANCER CENTER FOUNDATION | |||||||
| 8-950 FACTOR BUILDING BOX 951780 | LOS ANGELES | CA | 90095 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $250 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3454 TROUSDALE PARKWAY CAS 200 | LOS ANGELES | CA | 90089 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $68,342 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $100,000 | |
| URBAN TXT TEENS EXPLORING TECHNOLOGY | |||||||
| 3655 SOUTH GRAND AVENUE NUMBER 220 | LOS ANGELES | CA | 90007 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $42,366 | |
| VENICE FAMILY CLINIC FOUNDATION | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $12,500 | |
| VETERANS MEDICAL RESEARCH FOUNDATION | |||||||
| 3350 LA JOLLA VILLAGE DR 151A BLDG | SAN DIEGO | CA | 92161 | PC | SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH | $250 | 13 |
| WESTERN LOS ANGELES COUNTY COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 16525 SHERMAN WAY C8 | LOS ANGELES | CA | 91406 | PC | SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY | $15,402 | |
| WOMENS GUILD CEDARS SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD 2416 | WEST HOLLYWOOD | CA | 90048 | PC | CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES | $3,000 | |
| YALE UNIVERSITY | |||||||
| 165 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | PC | EDUCATION - TO ESTABLISH THE BROAD CENTER AT THE YALE SCHOOL OF MANAGEMENT | $9,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,407,064 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,996 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,767 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $920,779 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $430,067 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $131,559,956 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| RETURNED GRANTS | $74,695 |
| SOFTWARE LIMITATION: REVERSE GILTI INVEST INCOME FLOWING THRU AS BOOK | -$14,699 |
| SECTION 951A GILTI | $14,699 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,350,846 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $131,609,719 | ExclusionAmt |
| Related Or Exempt Function Incm | $74,695 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,035,260 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | REIMBURSEMENT OF A PRIOR QUALIFYING DISTRIBUTION |
| 11B | REVERSAL OF SOFTWARE LIMITATION, NOT A RELATED ACTIVITY |
| 11D | SOFTWARE LIMITATION: NOT INTENDED TO BE CLASSIFIED AS RELATED ACTIVITY |
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 | ELI BROAD | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH GRAND AVENUE SUITE 1800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $107,880,594 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX FEES | CategoryTxt |
| Amt | $246,057 | Amt |
| Net Investment Income | $68,532 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $163,901 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| THE BROAD | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2018-01-01 | $1,862,876 | THE 2018 ASSIGNMENT OF PROGRAM-RELATED INVESTMENT TO SUPPORT VISITORSHIP AND AUDIENCE ENGAGEMENT. SEE HOPE STREET RESTAURANTS, LLC EXPENDITURE RESPONSIBILITY REPORT FOR CHARITABLE PURPOSE OF INVESTMENT. | $1,862,876 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 10/10/2019, 8/17/2020, 9/17/2021 |
| HOPE STREET RESTAURANTS LLC | |||||||||
| 222 S HOPE STREET | LOS ANGELES | CA | 90012 | 2014-04-09 | $1,436,727 | AN EQUITY PRI TO SUPPORT THE DEVELOPMENT OF GRAND AVE. IN DOWNTOWN L.A. BY BUILDING AND OPERATING A RESTAURANT ON THE PUBLIC PLAZA ADJACENT TO THE BROAD MUSEUM AND CENTRALLY LOCATED TO PUBLIC ARTS AND CULTURAL DESTINATIONS. THE CHARITABLE GOALS AND ACTIVITIES INCLUDE: 1) SUPPORTING THE BROAD MUSEUM BY PROVIDING FOOD SERVICES TO ITS STAFF & VISITORS, AND BY ENHANCING THE BROAD'S PUBLIC PROGRAMS (FOR EXAMPLE, BY CONDUCTING FOOD EDUCATION TALKS FOR CHILDREN AS PART OF THE BROAD'S "FAMILY DAY AND BY PROVIDING REFRESHMENTS FOR THE BROAD'S "SUMMER HAPPENINGS"); 2) ATTRACTING A NEW, ECONOMICALLY AND CULTURALLY DIVERSE POPULATION TO GRAND AVENUE BY CREATING A RELEVANT, AND WELCOMING AMENITY; 3) THEREBY HELPING TO BUILD A BROADER-BASED AUDIENCE FOR THE BROAD AND THE OTHER CULTURAL INSTITUTIONS ON GRAND AVENUE; 4) PROVIDING JOB TRAINING TO LOW-INCOME AND AT-RISK INDIVIDUALS; AND 5)PROVIDING CHARITABLE PROGRAMS TO LOCAL SCHOOLS. THE INVESTMENT WAS CONTRIBUTED TO THE BROAD IN JANUARY 2018. | $1,436,727 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 11/8/2016, 10/1/2017, 9/24/2018, 10/10/2019, 8/17/2020, 9/17/2021, 10/1/2022 |
| PARTICIPANT FOUNDATION | |||||||||
| 335 MAPLE DRIVE SUITE 245 | BEVERLY HILLS | CA | 90210 | 2019-05-03 | $90,000 | EDUCATION - TEACHER WORKSHOPS FOR PUBLIC SCHOOLS | $90,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 9/9/2020, 8/17/2021 |
| PARTICIPANT FOUNDATION | |||||||||
| 335 MAPLE DRIVE SUITE 245 | BEVERLY HILLS | CA | 90210 | 2020-10-16 | $7,889 | EDUCATION - TEACHER WORKSHOPS FOR PUBLIC SCHOOLS | $7,889 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 8/17/2021 |
| THE BROAD | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2020-05-18 | $9,316,511 | ARTS - GENERAL SUPPORT | $9,316,511 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 8/15/2021 |
| THE BROAD | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2021-05-03 | $7,600,000 | ARTS - GENERAL SUPPORT | $7,600,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 6/23/2022 |
| THE BROAD | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2021-12-22 | $1,920,740 | SUPPORTING MUSEUM OPERATIONS AND INCREASED COSTS DUE TO INFLATION | $1,920,740 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 6/23/2022 |
| THE BROAD ART FOUNDATION | |||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 2021-12-01 | $28,000,000 | ARTS - TO SUPPORT ART LENDING ACTIVITIES | $28,000,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 10/3/2022 |
| CHARTER SCHOOL GROWTH FUND | |||||||||
| 10901 W 120TH AVE SUITE 450 | BROOMFIELD | CO | 80021 | 2019-06-16 | $600,000 | LOS ANGELES AND NATIONAL FUND SUPPORT | $600,000 | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED | 04/30/2020, 04/29/2022 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990PF, PART VI-B, LINE 1A(3) | STATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIREDPART VI-B, LINE 1A(3)THERE ARE DISQUALIFIED PERSONS WHO FURNISH THE FOUNDATION WITH IN-KIND SERVICES IN ORDER TO GOVERN THE FOUNDATION'S CHARITABLE ACTIVITIES. THE SERVICES ARE PROVIDED FREE OF CHARGE. THESE ACTIVITIES ARE NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(C). |
| PART VII, OFFICERS, DIRECTORS, TRUSTEES, AND FOUNDATION MANAGERS | MS. RILEY'S COMPENSATION IS PART OF THE FEES CHARGED BY FAMILY OFFICE FINANCIAL SERVICES, LLC (FOFS). THE FEES CHARGED BY FOFS ARE BASED ON AN ALLOCATION OF TIME THAT MS. RILEY AND OTHER EMPLOYEES DEVOTE TO THE ELI AND EDYTHE BROAD FOUNDATION. |
| FORM 990-PF, PART VI-A, LINE 11 | SCHEDULE OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:ASHTON HOLDINGS300 SOUTH GRAND AVEANUE, SUITE 1800LOS ANGELES, CA 90071EMPLOYER IDENTIFICATION NUMBER:98-0579270DESCRIPTION OF TRANSFER:DISTRIBUTION FROM UNDERLYING PARTNERSHIPAMOUNT OF TRANSFER:225,241---------------------------------------------------------------------------------------------SCHEDULE OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:RREF FOUNDATION INVESTORS, LP200 SOUTH BISCAYNE BLVD SUITE 3550MIAMI, FL 33131EMPLOYER IDENTIFICATION NUMBER:27-4027025DESCRIPTION OF TRANSFER:DISTRIBUTIONAMOUNT OF TRANSFER:718,008---------------------------------------------------------------------------------------------SCHEDULE OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:SOF-VIII INVESTOR XIV5 OLD BROAD STREETLONDON, UK EC2N IDWEMPLOYER IDENTIFICATION NUMBER:98-0590326DESCRIPTION OF TRANSFER:DISTRIBUTION FROM UNDERLYING PARTNERSHIPAMOUNT OF TRANSFER:20,770 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COURSERA | $94,167 | $94,167 |
| AIRBNB | $21,345,017 | $21,345,017 |
| QUANTUMSPACE CORP | $216,774 | $216,774 |
| ROBLOX (RBLX) | $3,954,226 | $3,954,226 |
| SNOWFLAKE | $8,579,183 | $8,579,183 |
| VIRGIN GALACTIC HOLDINGS | $2,024,260 | $2,024,260 |
| PROCORE TECHNOLOGIES | $1,828,754 | $1,828,754 |
| OLO INC | $197,903 | $197,903 |
| DOORDASH | $2,684,816 | $2,684,816 |
| LEGALZOOM | $113,101 | $113,101 |
| AMAZON | $107,372,417 | $107,372,417 |
| ALIBABA | $20,455,638 | $20,455,638 |
| DATADOG | $8,149,957 | $8,149,957 |
| UBER | $5,457,693 | $5,457,693 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY SECURITES | FMV | $177,793,208 | $177,793,208 |
| INTERNATIONAL EQUITY | FMV | $324,729,124 | $324,729,124 |
| MULTI STRATEGY FUNDS | FMV | $177,187,430 | $177,187,430 |
| EQUITY HEDGE FUNDS | FMV | $153,197,233 | $153,197,233 |
| EVENT/DISTRESSED FUNDS | FMV | $155,115 | $155,115 |
| DISTRESSED PRIVATE EQUITY | FMV | $125,132,479 | $125,132,479 |
| ENERGY FUNDS | FMV | $16,990,252 | $16,990,252 |
| HIGH YIELD FUNDS | FMV | $41,769,478 | $41,769,478 |
| LBO FUNDS | FMV | $459,884,647 | $459,884,647 |
| REAL ESTATE FUNDS AND OTHER HARD ASSETS | FMV | $73,281,141 | $73,281,141 |
| SECONDARIES FUNDS | FMV | $2,278,546 | $2,278,546 |
| VENTURE CAPITAL | FMV | $274,357,136 | $274,357,136 |
| DERIVATIVES | FMV | $2,701,684 | $2,701,684 |
| INTERNATIONAL FIXED INCOME | FMV | $34,514,770 | $34,514,770 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $63,015 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $65,904 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $3,000,000 | $3,000,000 | $3,000,000 |
| OTHER CURRENT ASSETS | $11,144 | $3,489 | $3,489 |
| INVESTMENT REDEMPTION RECEIVABLE | $5,680,588 | $4,313,445 | $4,313,445 |
| INTEREST RECEIVABLE | $6,464 | $1,442 | $1,442 |
| PAYROLL SUSPENSE | $1,345 | $1,345 | $1,345 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT RELATED BANK FEES | $16,320 | $0 | $16,320 |
| OFFICE AND ADMINISTRATIVE EXPENSE | $102,632 | $0 | $57,609 |
| MEETINGS & CONFERENCES | $1,765 | $0 | $1,765 |
| MISCELLANEOUS | $5,003 | $0 | $0 |
| INSURANCE | $32,040 | $0 | $32,040 |
| PASS THROUGH OTHER INVESTMENT EXPENSES | $0 | $7,940,631 | $0 |
| CHILD WELFARE EXPENSES | $8,749 | $0 | $8,749 |
| MEDIA | $11,007 | $0 | $9,810 |
| BUSINESS GIFTS | $442 | $0 | $442 |
| COMMUNICATION MATERIALS | $113 | $0 | $113 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $920,779 | $0 | $920,779 |
| OTHER INVESTMENT INCOME - PARTNERSHIP PASS THROUGH | $0 | $4,659,535 | $0 |
| SUBPART F INCOME | $0 | $25,034 | $0 |
| TAXABLE CONTRIBUTIONS | $0 | $101,319,273 | $0 |
| RETURNED GRANTS | $74,695 | $74,695 | |
| SOFTWARE LIMITATION: REVERSE GILTI INVEST INCOME FLOWING THRU AS BOOK | -$14,699 | -$14,699 | |
| SECTION 951A GILTI | $14,699 | $14,699 | $14,699 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $191,442,347 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $13,493,282 | BOYBookValueAmt |
| EOY Book Value | $16,177,791 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $3,655,506 | $2,058,358 | $0 |
| SERVICE FEES | $1,620,187 | $0 | $1,620,187 |
| ADMINISTRATION | $4,060 | $0 | $0 |
| PROGRAM SUPPORT | $480,169 | $0 | $422,540 |
| PUBLIC RELATIONS | $52,500 | $0 | $92,500 |
| TECHNOLOGY | $15,358 | $0 | $45,362 |
| GRANT RELATED PROFESSIONAL FEES | $2,000 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $4,122 | $0 | $21,720 |
| RECRUITING | $67,650 | $0 | $71,772 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE AND DEFERRED TAX | $5,998,294 | $0 | $0 |
| STATE TAXES AND FILING FEES | $342,725 | $0 | $225 |
| FOREIGN TAXES | $0 | $383,839 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ASHTON HOLDINGS | ||||||||||
| 300 SOUTH GRAND AVENUE SUITE 1800 | LOS ANGELES | CA | 90071 | 980579270 | DISTRIBUTION FROM UNDERLYING PARTNERSHIP | $0 | ||||
| RREF FOUNDATION INVESTORS LP | ||||||||||
| 200 SOUTH BISCAYNE BLVD SUITE 3550 | MIAMI | FL | 33131 | 274027025 | DISTRIBUTION | $0 | ||||
| SOF-VIII INVESTOR XIV | ||||||||||
| 980590326 | DISTRIBUTIONS FROM UNDERLYING PARTNERSHIP | $0 | 5 OLD BROAD STREET | LONDON | UK | EC2N IDW | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $964,019 | TotalAmt |
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