RESNICK FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RESNICK FOUNDATION (EIN 95-4658095)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-12
- IRS object ID
- 202102249349101125
- Schema version
- 2019v5.2
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-12T18:34:08-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WONDERFUL LEGACY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 W OLYMPIC BLVD 10TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954658095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESNICK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JILL THACKER | InCareOfNm |
| Business Name Control | RESN | BusinessNameControlTxt |
| Phone | 3109665700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 W OLYMPIC BLVD 10FL ATTN TAX | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORDAN P WEISS | PersonNm |
| Person Title | EXECUTIVE VP | PersonTitleTxt |
| Phone | 3109665700 | PhoneNum |
| Signature | 2021-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JORDAN P WEISS EXEC VP | PreparerPersonNm |
| PTIN | P01519555 | PTIN |
| Phone | 3109665700 | PhoneNum |
| Preparation | 2021-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $28,667,176 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,782,968 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $54,041 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54,041 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $276,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $276,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,395,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,737,263 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,395,599 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,440,830 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $43,451 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43,451 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,552,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,769,542 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,440,830 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $31,649 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,649 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $276,395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $276,395 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,202 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $310,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $276,395 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,574,677 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,574,677 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,884,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $276,395 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,608,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,332,413 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,493,147 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,440,830 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,609,626 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,855,667 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,855,667 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,235 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $17,206,139 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,592,403 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,592,403 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,998,937 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,619,106 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,619,106 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $380,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $600,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $600,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,200,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,667,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,667,176 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $64,739 | AccountsPayableEOYAmt |
| Grants Payable BOY | $15,803,516 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $373,260,411 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $381,425,609 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $389,063,927 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $381,490,348 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | -$348,862,989 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$352,823,172 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$348,862,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$352,823,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,200,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,667,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$348,862,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,332,413 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,247,216 | OtherIncreasesAmt |
| Subtotal | -$351,948,186 | SubtotalAmt |
| Other Decreases | $874,986 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$352,823,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| YOLO DONATION | D | 2020-02-21 | 2020-07-20 | $10,782,968 | $7,342,138 | $3,440,830 | $3,440,830 |
| WABTEC CORP STOCK | D | 2019-02-26 | 2020-04-16 | $188,142 | $0 | $188,142 | $188,142 |
| GENERAL ELECTRIC STOCK | D | 2019-01-07 | 2020-04-16 | $4,654,287 | $6,250,112 | -$1,595,825 | -$1,595,825 |
| APPLE INC STOCK | D | 2019-01-07 | 2020-04-16 | $9,111,866 | $4,749,414 | $4,362,452 | $4,362,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,395,599 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,440,830 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,372,548 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,639,175 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.562768 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,079,675 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $50,451,581 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.397999 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,378,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,032,644 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.548675 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,499,848 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,749,393 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.698808 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,417,263 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,319,680 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.083469 | DistributionYr5Rt |
| Total Distribution | 5.291719 | TotalDistributionRt |
| Average Distribution | 1.058344 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,143,480 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,077,203 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $64,931 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,142,134 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,608,528 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $129,863 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $129,863 | SubtotalAmt |
| Tax Based On Investment Income | $129,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $281,496 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $281,496 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,193 | EsPenaltyAmt |
| Overpayment | $150,440 | OverpaymentAmt |
| Applied To ES Tax | $10,000 | AppliedToESTaxAmt |
| Refund | $140,440 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL THACKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3109665700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 W OLYMPIC BLVD 10TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Business Holdings | false | BusinessHoldingsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| STEWART A RESNICK | ||||||||
| 11444 W OLYMPIC BLVD 10TH FL | LOS ANGELES | CA | 90064 | DIRECTOR, PRESIDENT | 0 | $0 | $0 | $0 |
| LYNDA R RESNICK | ||||||||
| 11444 W OLYMPIC BLVD 10TH FL | LOS ANGELES | CA | 90064 | DIRECTOR, CHAIRPERSON | 0 | $0 | $0 | $0 |
| CRAIG B COOPER | ||||||||
| 11444 W OLYMPIC BLVD 10TH FL | LOS ANGELES | CA | 90064 | CHIEF LEGAL OFFCR & SECRETARY | 0 | $0 | $0 | $0 |
| JORDAN P WEISS | ||||||||
| 11444 W OLYMPIC BLVD 10TH FL | LOS ANGELES | CA | 90064 | CHIEF TAX OFFICER | 0 | $0 | $0 | $0 |
| JEREMIAH L KALAN | ||||||||
| 11444 W OLYMPIC BLVD 10TH FL | LOS ANGELES | CA | 90064 | VICE PRESIDENT & TREASURER | 0 | $0 | $0 | $0 |
| STEPHEN HOWE | ||||||||
| 11444 W OLYMPIC BLVD 10TH FL | LOS ANGELES | CA | 90064 | SVP AND CHIEF FINANCIAL OFFCR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,011,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,636,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,648,203 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,648,203 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $504,723 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,143,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,657,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,657,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $129,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $129,863 | TotalTaxAmt |
| Distributable Before Adj | $1,527,311 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,527,311 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,527,311 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,608,528 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $24,608,528 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $24,608,528 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,527,311 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,136,922 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,470,477 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,578,779 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,586,996 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,961,648 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $100,734,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,608,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,527,311 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,081,217 | RemainingDistriFromCorpusAmt |
| Total Corpus | $123,816,039 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $19,136,922 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,679,117 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,470,477 | ExcessFromYear4Amt |
| Excess From Year3 | $25,578,779 | ExcessFromYear3Amt |
| Excess From Year2 | $17,586,996 | ExcessFromYear2Amt |
| Excess From Year1 | $24,961,648 | ExcessFromYear1Amt |
| Excess From Current Year | $23,081,217 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEWART A RESNICK | ContributingManagerNm |
| Contributing Manager | LYNDA R RESNICK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 826NYC | |||||||
| 372 5TH AVENUE | BROOKLYN | NY | 81611 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $30,000 |
| ACUMEN FUND | |||||||
| 40 WORTH STREET SUITE 303 | NEW YORK | NY | 10013 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $50,000 |
| AG ONE FOUNDATION | |||||||
| 2910 E BARSTOW MS OF 115 | FRESNO | CA | 937400001 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $150,000 |
| ALMA BACKYARD FARM | |||||||
| 453 N ALMA AVE | LOS ANGELES | CA | 900634103 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $100,000 |
| AMERICAN FRIENDS OF IDC | |||||||
| 142 W 57TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $500,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||
| 39 BROADWAY STE 1510 | NEW YORK | NY | 100063083 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $250,000 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | NONE | PF | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| ASPEN INSTITUTE | |||||||
| 1000 N THIRD ST | ASPEN | CO | 81611 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $1,400,000 |
| ASPEN JOURNALISM | |||||||
| 1280 S UTE AVENUE SUITE 4 | ASPEN | CO | 81611 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $5,000 |
| ASPEN VALLEY LAND TRUST | |||||||
| 320 MAIN ST STE 204 | CARBONDALE | CO | 816232085 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $5,000 |
| BAKERSFIELD HOMELESS CENTER | |||||||
| 1600 E TRUXTON AVE | BAKERSFIELD | CA | 93305 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $13,500 |
| BEVERLY HILLS WOMEN'S CLUB | |||||||
| 1700 CHVEY CHASE DR | BEVERLY HILLS | CA | 90210 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $500 |
| BIG SUNDAY | |||||||
| 140 N MCCADDEN PLACE | LOS ANGELES | CA | 90004 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $18,000 |
| BOULDER CREST RETREAT FOR WOUNDED WARRIORS | |||||||
| PO BOX 117 | BLUEMONT | VA | 20135 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $200,000 |
| BOYS & GIRLS CLUB OF KERN | |||||||
| PO BIN 5J | BAKERSFIELD | CA | 93385 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $11,500 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| CALY POLY FOUNDATION | |||||||
| CAL POLY STATE UNIVERSITY-ADVANCEME | SAN LUIS OBISPO | CA | 93407 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $500,000 |
| CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION | |||||||
| PO BOX 479 | SALINAS | CA | 93902 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $500,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $25,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| DEVELOPMENT AND ALUMNI RELATIONS MA | PASADENA | CA | 91125 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $50,000 |
| CALIFORNIA STATE SUMMER SCHOOL ARTS FOUNDATION | |||||||
| 1401 HIGHLAND AVE | DUARTE | CA | 91010 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $15,000 |
| CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION | |||||||
| 4910 N CHESTNUT AVE | FRESNO | CA | 937261852 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $2,010,000 |
| CARBONFUNDORG FOUNDATION | |||||||
| 853 MAIN STREET | EAST AURORA | NY | 14052 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $1,893 |
| CENTRAL VALLEY COMMUNITY FOUNDATION | |||||||
| 5260 N PALM AVENUE SUITE 122 | FRESNO | CA | 93704 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $570,636 |
| CHALLENGE ASPEN | |||||||
| PO BOX 6639 | SNOWMASS VILLAGE | CO | 81615 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $5,000 |
| COMMONWEALTH COMMON HEALTH EMERGENY FUND | |||||||
| 499 EAST HIGH STREET SUITE 112 | LEXINGTON | KY | 40507 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $15,000 |
| COMMUNITY FOUNDATION OF GREENVILLE | |||||||
| 630 E WASHINGTON ST | GREENVILLE | SC | 29601 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $5,000 |
| COMMUNITY PARTNERS FBO LA FOOD POLICY COUNCIL | |||||||
| PO BOX 741265 | LOS ANGELES | CA | 900741265 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $89,777 |
| CONPRMETIDOS | |||||||
| 850 CALLE DEL PARQUE | SAN JUAN | PR | 009092851 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $10,000 |
| CONSERVATION INTERNATIONAL | |||||||
| 2011 CRYSTAL DR STE 500 | ARLINGTON | VA | 22202 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $1,000,000 |
| DRAKE UNIVERSITY | |||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 503114505 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $125,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 361042538 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $150,000 |
| FIJI WATER FOUNDATION | |||||||
| 11444 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $1,098,451 |
| FOOD INC | |||||||
| 4010 E AMENDOLA DR | FRESNCO | CA | 93725 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $26,000 |
| FRESNO ART MUSEUM | |||||||
| 2233 N FIRST ST | FRESNCO | CA | 93703 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $5,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $128,000 |
| GIRL SCOUTS OF CENTRAL CALIFORNIA SOUTH | |||||||
| 1377 W SHAW AVENUE | FRESNO | CA | 93711 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $2,000 |
| HAMMER MUSEUM | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 900244201 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $6,000,000 |
| HARVEST HOME INC | |||||||
| 2118 WILSHIRE BLVD 358 | SANTA MONICA | CA | 904035704 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $100,000 |
| HEARING HEALTH FOUNDATION | |||||||
| 363 SEVENTH AVE 10TH FLOOR | NEW YORK | NY | 100013904 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| HENRIETTA WEILL MEMORIAL CHILD GUIDANCE CLINIC | |||||||
| 3628 STOCKDALE HWY | BAKERSFIELD | CA | 933092153 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $9,500 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $100,000 |
| HUMAN-I-T | |||||||
| 2202 S ATLANTIC BLVD | COMMERCE | CA | 900403951 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $4,000 |
| INSIGHT GARDEN PROGRAM | |||||||
| 2345 WOOLSEY ST | BERKELEY | CA | 947051940 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $75,000 |
| INSIGHT LA | |||||||
| PO BOX 7278 | SANTA MONICA | CA | 90406 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $99,000 |
| INTERNATIONAL MENTAL HEALTH RESEARCH ORGANIZATION | |||||||
| PO BOX 680 | RUTHERFORD | CA | 94573 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $50,000 |
| JEWISH FEDERATION OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD STE 1000 | LOS ANGELES | CA | 90048 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $250,000 |
| KABBALAH CENTRE | |||||||
| 1062 S ROBERTSON BLVD | LOS ANGELES | CA | 90035 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $10,000 |
| KAKENYA'S DREAM | |||||||
| 4250 FAIRFAX DR STE 600 | ARLINGTON | VA | 222031665 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $50,000 |
| KARUNA-SHECHEN USA | |||||||
| 109 MOWBRAY DR | KEW GARDENS | NY | 114151437 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $10,000 |
| KERN COMMUNITY COLLEGE DISTRICT | |||||||
| 2100 CHESTER AVE | BAKERSFIELD | CA | 93301 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $91,219 |
| KINGDOM CAUSES BELLFLOWER | |||||||
| 16429 BELLFLOWER BLVD | BELLFLOWER | CA | 907065414 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| KINGS CANYON UNIFIED SCHOOL DISTRICT | |||||||
| 1801 10TH STREET | REEDLEY | CA | 93654 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $30,867 |
| ENTERTAINMENT INDUSTRY FBO KNOW YOUR RIGHTS CAMP | |||||||
| 10880 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $10,000 |
| LES DAMES D'ASPEN | |||||||
| PO BOX 609 | ASPEN | CO | 81612 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $1,500 |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 90024 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $450,000 |
| LOS ANGELES MISSION | |||||||
| 303 E 5TH ST | LOS ANGELES | CA | 900131505 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $30,000 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| CENTRAL VALLEY COMMUNITY FOUNDATION FBO LHCF | |||||||
| 14688 LOST HILLS RD | LOST HILLS | CA | 93249 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $104,000 |
| MACDOWELL COLONY INC | |||||||
| 521 W 23RD STREET 2ND FLOOR | NEW YORK | NY | 10011 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| MADDY INSTITUTE | |||||||
| 4910 N CHESTNUT AVE | FRESNO | CA | 93726 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $69,549 |
| MARINE TOYS FOR TOTS FOUNDATION BAKERSFIELD | |||||||
| 4215 DANUBE STREET | BAKERSFIELD | CA | 93308 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $23,000 |
| MARJAREE MASON CENTER INC | |||||||
| 1600 M STREET | FRESNO | CA | 93721 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| MARYMOUNT HIGH SCHOOL | |||||||
| 10643 SUNSET BLVD | LOS ANGELES | CA | 90077 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $10,000 |
| MENDOTA UNIFIED SCHOOL DISTRICT | |||||||
| 115 MCCABE AVE | MENDOTA | CA | 936402049 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $60,000 |
| MIDNIGHT MISSION | |||||||
| 601 S SAN PEDRO ST | LOS ANGELES | CA | 90014 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| MILKEN INSTITUTE | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 904011353 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $2,500,000 |
| MUSEUM OF COMTEMPORARY ART (MOCA) | |||||||
| 250 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| NATIONAL CONSTITUTION CENTER | |||||||
| INDEPENDENCE MAIL - 525 ARCH ST | PHILADELPHIA | PA | 191061514 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $5,000 |
| NATIONAL FOSTER YOUTH INSTITUTE | |||||||
| 3530 WILSHIRE BLVD SUITE 1601 | LOS ANGELES | CA | 90010 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $5,000 |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKITOWN | PA | 190463549 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $890,000 |
| NEW YORK RESTORATION PROJECT | |||||||
| 254 WEST 31ST STREET 10TH FLOOR | NEW YORK | NY | 100012813 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $30,000 |
| OPERATION GRATITUDE | |||||||
| 9409 OWENSMOUTH AVE | CHATSWORTH | CA | 91311 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $22,049 |
| PS ARTS | |||||||
| 6701 CENTER DRIVE SUITE 550 | LOS ANGELES | CA | 90045 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $111,800 |
| PATHFINDRERS | |||||||
| PO BOX 11799 | ASPEN | CO | 81612 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $5,000 |
| PEOPLE ASSISTING THE HOMELESS | |||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||
| 1101 15TH ST NW STE 600 | WASHINGTON | DC | 200055002 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $10,000 |
| PITKIN COUNTRY LIBRARY | |||||||
| 120 N MILL ST | ASPEN | CO | 81611 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $2,500 |
| REEDLEY COLLEGE | |||||||
| 995 N RRED AVE | REEDLEY | CA | 93654 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $16,298 |
| REEDLEY MIDDLE COLLEGE CHARTER HIGH SCHOOL | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $92,500 |
| REEF-SUNSET UNIFIIED SCHOOL DISTRICT | |||||||
| 205 N PARK AVE | AVENAL | CA | 93204 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $135,000 |
| ROARING FORK MOUNTAIN BIKE ASSOCIATION -RFMBA | |||||||
| PO BOX 2635 | ASPEN | CO | 816122635 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $10,000 |
| SANGER UNIFIED SCHOOL DISTRICT | |||||||
| 1905 SEVENTH STREET | SANGER | CA | 93657 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $90,000 |
| SHARE OUR STRENGTH | |||||||
| PO BOX 75475 | BALTIMORE | MD | 212755475 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| SHAREWELL fbo CAYTON CHILDREN'S MUSEUM | |||||||
| 395 SANTA MONICA PL STE 374 | SANTA MONICA | CA | 904013475 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $250,000 |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 N SEPLUVEDA BLVD | LOS ANGELES | CA | 900496833 | NONE | DONEE'S TAX EXEMPT PURPOSE | $10,000 | |
| SOCIAL COMPASSION IN LEGISLATION | |||||||
| PO BOX 1125 | LAGUNA BEACH | CA | 926521125 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $1,000 |
| THE PEOPLE CONCERN | |||||||
| 526 SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $250,000 |
| GIVE INLIEU FOUNDATION FBO WILLIAM DANIEL MILLS | |||||||
| 5555 N LAMAR BLVD SUITE E-109 | AUSTIN | TX | 787511001 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $5,000 |
| THEATRE ASPEN | |||||||
| 110 EAST HALLAM STREET SUITE 103 | ASPEN | CO | 81611 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| TOYS FOR TOTS FOUNDATION DELANO | |||||||
| 1824 TERRACE PLACE | DELANO | CA | 93215 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $40,000 |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD STE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $180,000 |
| UCLA FOUNDATION - UCLA SCHOOL OF LAW | |||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90095 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $150,000 |
| UCSF FOUNDATION | |||||||
| BOX 45339 | SAN FRANCISCO | CA | 941450339 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $200,000 |
| UNITED FRIENDS OF THE CHILDREN | |||||||
| 1055 WILSHIRE BLVD STE 1955 | LOS ANGELES | CA | 90017 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $30,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $35,000 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| WEB DU BOIS INSTITUTE | |||||||
| 104 MOUNT AUBURN ST 3R | CAMBRIDGE | MA | 02138 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $15,000 |
| WASCO UNION SCHOOL DISTRICT | |||||||
| 2100 7TH ST | WASCO | CA | 93280 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $90,000 |
| WASHINGTON UNIFIED SCHOOL DISTRICT | |||||||
| 7950 S ELM AVE | FRESNO | CA | 93706 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $92,500 |
| WEST HILLS COLLEGE COALINGA | |||||||
| 300 CHERRY LANE | COALINGA | CA | 93210 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $29,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $50,000 |
| WHILSHIRE BLVD TEMPLE | |||||||
| 3663 WILSHIRE BLVD STE 2416 | LOS ANGELES | CA | 90010 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $100,000 |
| WOMEN'S GUILD CEDARS-SINAI | |||||||
| 8700 BEVERLY BLVD STE 2416 | LOS ANGELES | CA | 90048 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $100,000 |
| UCLA MEDICAL | |||||||
| 10889 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $421,509 |
| KERN COUNTY SCHOOLS | |||||||
| 1300 7TH ST | BAKERSFIELD | CA | 93301 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $10,070 |
| Wonderful College Prep Academy | |||||||
| PO BOX 97 | LOST HILLS | CA | 93249 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $1,527,559 |
| THE JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,574,677 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LACMA - ARTWORK | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $9,645,000 |
| MILKEN INSTITUTE | |||||||
| 1250 4TH ST 2ND FL | SANTA MONICA | CA | 90401 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $12,500,000 |
| ASPEN INSTITUTE | |||||||
| 1000 N THIRD ST | ASPEN | CO | 81611 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $1,000,000 |
| BOULDER CREST RETREAT FOUNDATION | |||||||
| PO BOX 117 | BLUEMONT | VA | 20135 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $200,000 |
| CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION | |||||||
| PO BOX 479 | SALINAS | CA | 93902 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $1,000,000 |
| THE HARKIN INSTITUTE OF PUBLIC POLICY | |||||||
| 2429 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $125,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 EAST CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $403,075,015 |
| HAMMER MUSEUM | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PC | DONEE'S TAX EXEMPT PURPOSES | $12,000,000 |
| CAL POLY | |||||||
| 1 GRAND AVE | SAN LUIS OBISPO | CA | 93407 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $1,500,085 |
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||
| 142 w 57TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $256,000 |
| 826NYC | |||||||
| 372 5TH AVE | BROOKLYN | NY | 11215 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $30,000 |
| CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION | |||||||
| 5241 N MAPLE AVE | FRESNO | CA | 93740 | NONE | PC | DONEE'S TAX EXEMPT PURPOSE | $8,000,000 |
| WEST HILLS COLLEGE COALINGA | |||||||
| 300 CHERRY LANE | COALINGA | CA | 93210 | NONE | DONEE'S TAX EXEMPT PURPOSE | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $449,391,100 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp | |
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $330,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $330,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $330,492 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELLS FARGO BONDS | BondNm |
| EOY Book Value | $1,619,106 | EOYBookValueAmt |
| EOYFMV | $1,619,106 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO STOCKS | StockNm |
| EOY Book Value | $5,592,403 | EOYBookValueAmt |
| EOYFMV | $5,592,403 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| BOY Book Value | $380,000 | BOYBookValueAmt |
| EOY Book Value | $600,000 | EOYBookValueAmt |
| EOYFMV | $600,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $874,986 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $3,968 | $3,968 |
| OTHER EXPENSES | -$1,766 | -$1,766 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT GAINS | Desc |
| Revenue And Expenses Per Books | $43,451 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $43,451 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH ADJUSTMENTS | Desc |
| Amt | $4,247,216 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LONG-TERM GRANTS PAYABLE (NET | $373,170,411 | $381,425,609 |
| BOOK OVERDRAFT | $90,000 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $31,649 | Amt |
| Disbursements Charitable Prps | $31,649 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $276,395 | Amt |
| Net Investment Income | $276,395 | NetInvestmentIncomeAmt |
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