OTIS BOOTH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OTIS BOOTH FOUNDATION (EIN 95-6140019)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-10-13
- IRS object ID
- 202112869349100201
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2021-10-13T01:10:23-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH HOPE STREET SUITE 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956140019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OTIS BOOTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OTIS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN A BOOTH | PersonNm |
| Person Title | PRESIDENT & TTEE | PersonTitleTxt |
| Phone | 3104712575 | PhoneNum |
| Signature | 2021-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY M WYLIE | PreparerPersonNm |
| PTIN | P00241767 | PTIN |
| Phone | 2135932300 | PhoneNum |
| 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 | $181,808,442 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,598,046 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,690,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $460,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,047,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $193,781 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,058,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,883,862 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $154,106 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $77,053 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $77,053 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $572,621 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $572,621 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $119,099 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $423 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $150 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,352 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $157,050 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,977 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $854,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $807,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,180 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,621,293 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,652,557 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,475,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $807,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,734,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,417,137 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,076,715 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,710,272 | CashBOYAmt |
| Cash EOY | $6,025,709 | CashEOYAmt |
| Cash EOYFMV | $6,025,709 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $75,881 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $167,966 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $167,966 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $146,971,861 | CorporateStockBOYAmt |
| Corporate Stock EOY | $137,047,431 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $137,047,431 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $36,695,314 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,567,336 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,567,336 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $185,453,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $181,808,442 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $181,808,442 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $111,099 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,410 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,506,777 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,934,542 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $981,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,057,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,598,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,993,952 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $177,854,452 | CapitalStockBOYAmt |
| Capital Stock EOY | $174,814,490 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $177,854,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $174,814,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $185,453,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $181,808,442 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $177,854,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,417,137 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,836,205 | OtherIncreasesAmt |
| Subtotal | $177,273,520 | SubtotalAmt |
| Other Decreases | $2,459,030 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $174,814,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| DISPOSITION OF RESERVOIR STRATEGIC PARTNERS FUND TE, LP | P | 2019-12-01 | 2020-11-30 | $0 | $0 | ||
| FIDELITY - CAPITAL GAIN DISTRIBUTION | 2019-12-01 | 2020-11-30 | $261,475 | $261,475 | $261,475 | ||
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | P | 2019-12-01 | 2020-11-30 | $495 | $495 | $495 | |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | P | 2019-12-01 | 2020-11-30 | $742 | $742 | $742 | |
| FROM K-1 - PETERSHILL II OFFSHORE - LTCG | P | 2019-12-01 | 2020-11-30 | $1,841 | $1,841 | $1,841 | |
| FROM K-1 - BLACKSTONE TACTICAL OPPORTUNITIES FUND (CAYMAN) LP | P | 2019-12-01 | 2020-11-30 | $122,139 | $122,139 | $122,139 | |
| PUBLICLY TRADED SECURITIES | 2019-12-01 | 2020-11-30 | -$633 | -$633 | $70,481 | $71,114 | |
| PUBLICLY TRADED SECURITIES | 2019-12-01 | 2020-11-30 | $199,425 | $199,425 | $14,590,818 | $14,391,393 | |
| DISPOSITION OF BLACKSTONE TACTICAL Q | P | 2019-12-01 | 2020-11-30 | $0 | $0 | ||
| LIQUIDATION OF NORTH HAVEN CP OFFSHORE FEEDER LP | P | 2019-12-01 | 2020-11-30 | -$643,235 | -$643,235 | $643,235 | |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | P | 2019-12-01 | 2020-11-30 | -$711 | -$711 | $711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$58,462 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,715,899 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $180,347,174 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048328 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,962,306 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $191,449,547 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057260 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,359,931 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $189,284,346 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054732 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,387,304 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $175,286,409 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064964 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,619,317 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $190,718,586 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066167 | DistributionYr5Rt |
| Total Distribution | 0.291451 | TotalDistributionRt |
| Average Distribution | 0.058290 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $166,697,679 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,716,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,767 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,737,575 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,734,737 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $20,767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $151,516 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $151,516 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $130,749 | OverpaymentAmt |
| Applied To ES Tax | $130,749 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LYNN A BOOTH | IndividualWithBooksNm |
| Phone | 3104712575 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO RD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | 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 | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| LYNN A BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | PRESIDENT & TTEE | 4.00 | $0 | $0 | $0 |
| PALMER N MURRAY | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, TREAS., ASSIST. SEC & | 4.00 | $0 | $0 | $0 |
| LOREN BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, SEC. & TTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOURDMURRAY | |||||
| 10900 WILSHIRE BLVD SUITE 500 | LOS ANGELES | CA | 90024 | INVESTMENT ADVISORY SERVICES | $730,157 |
| ANDERSEN TAX LLC | |||||
| 400 S HOPE STREET SUITE 1000 | LOS ANGELES | CA | 90071 | TAX & ACCOUNTING | $138,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $129,597,286 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,773,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,865,252 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $169,236,222 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $169,236,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,538,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $166,697,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,334,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,334,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,767 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $21,540 | IncomeTaxAmt |
| Total Tax | $42,307 | TotalTaxAmt |
| Distributable Before Adj | $8,292,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,292,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,292,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,734,737 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,734,737 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $20,767 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,713,970 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,292,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,189,570 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,747,705 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,165,568 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,535,881 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,638,724 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,734,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,292,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,442,160 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,080,884 | 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 | $3,189,570 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,891,314 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,747,705 | ExcessFromYear4Amt |
| Excess From Year3 | $1,165,568 | ExcessFromYear3Amt |
| Excess From Year2 | $1,535,881 | ExcessFromYear2Amt |
| Excess From Current Year | $2,442,160 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1887 FUND | ||||||||
| 1158 26TH STREET SUITE 876 | SANTA MONICA | CA | 90403 | N/A | PC | TO SUPPORT A DOCUMENTARY FILM ON RESTORATION OF VETERANS AFFAIRS WEST LA. | $20,000 | |
| A PURPOSEFUL RESCUE INC | ||||||||
| C/O HILLARY ROSEN - 1122 CARMONA | LOS ANGELES | CA | 90019 | N/A | PC | TO SUPPORT A RESCUE THAT SAVES DOGS WHO GET OVERLOOKED OR NEED EXTRA WORK OR CARE, GIVING THEM A SECOND CHANCE. | $25,000 | AVENUE |
| ALL SAINTS CHURCH | ||||||||
| 504 NORTH CAMDEN DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PC | TO SUPPORT THE GENERAL OPERATING FUND FOR THE CHURCH. | $200,000 | |
| ALL SAINTS CHURCH | ||||||||
| 504 NORTH CAMDEN DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PC | TO SUPPORT THE ONLINE SERVICES WORKSHOP AND OVERHAULING THE CHURCH'S INTERNET AND STREAM SYSTEM, ESPECIALLY TROUBLESOME DURING THE COVID-19 STAY AT HOME ORDER. | $150,000 | |
| ALLIES FOR EVERY CHILD (FORMERLY WESTSIDE CHILDREN'S CENTER) | ||||||||
| 5721 W SLAUSON AVENUE SUITE 140 | CULVER CITY | CA | 90230 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH STRIVES TO MAKE A DIFFERENCE IN THE LIVES OF AT-RISK CHILDREN IN THE COMMUNITY. | $10,000 | |
| ANGELS IN FUR DOG RESCUE | ||||||||
| 18039 CHATSWORTH STREET | GRANADA HILLS | CA | 91344 | N/A | PC | TO SUPPORT THIS DOG RESCUE ORGANIZATION DEDICATED TO RESCUING, REHABILITATING AND RESTORING DOGS TO LOVING HOMES. | $12,000 | |
| ANIMAL SHELTER OF THE WOOD RIVER VALLEY (IN MOUNTAIN HUMANE) | ||||||||
| 100 CROY CREEK ROAD | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT THE IMPROVEMENT OF THE QUALITY OF LIFE IN OUR COMMUNITY BY CONNECTING ANIMALS AND PEOPLE. | $5,000 | |
| ASPCA | ||||||||
| 520 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | TO SUPPORT SAVING ANIMALS IN THE LOS ANGELES AREA. | $25,000 | |
| BALLET SUN VALLEY | ||||||||
| PO BOX 555 | SUN VALLEY | ID | 83353 | N/A | PC | TO SUPPORT BALLET SUN VALLEY, WHICH IS A NON-PROFIT ORGANIZATION DEDICATED TO BRINGING THE WORLD'S MOST CELEBRATED BALLET COMPANIES AND DANCERS TO THE SUN VALLEY AREA. ITS MISSION IS TO ENSURE THAT INTERNATIONAL BALLET IS AN ANNUAL ADDITION TO THE RICH CULTURAL OFFERINGS OF THIS SPECIAL COMMUNITY. | $10,000 | |
| BOYS AND GIRLS CLUB OF FRESNO COUNTY | ||||||||
| 540 N AUGUSTA STREET | FRESNO | CA | 93701 | N/A | PC | TO SUPPORT THIS PROGRAM TO ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. | $75,000 | |
| BOYS AND GIRLS CLUB OF FRESNO COUNTY | ||||||||
| 540 N AUGUSTA STREET | FRESNO | CA | 93701 | N/A | PC | TO SUPPORT THIS PROGRAM TO ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. | $50,000 | |
| BROWN UNIVERSITY | ||||||||
| GIFT CASHIER 164 ANGELL STREET 2ND | PROVIDENCE | RI | 02906 | N/A | PC | TO SUPPORT SERVING THE COMMUNITY, THE NATION, AND THE WORLD BY DISCOVERING, COMMUNICATING, AND PRESERVING KNOWLEDGE AND UNDERSTANDING. | $475,000 | FLOOR |
| CAL POLY STATE UNIVERSITY FOUNDATION | ||||||||
| 1 GRAND AVENUE | SAN LUIS OBISPO | CA | 934070443 | N/A | PC | TO SUPPORT CAL POLY STATE UNIVERSITY. | $100,000 | |
| CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION | ||||||||
| PO BOX 479 | SALINAS | CA | 939020479 | N/A | PC | TO SUPPORT THE FOUNDATION COMMITTED TO LEADERSHIP TRAINING AND TRANSFORMATIONAL LEARNING EXPERIENCES WITH FOUR CALIFORNIA UNIVERSITIES. - CALY POLY, SAN LUIS OBISPO; CAL POLY, POMONA; CAL STATE UNIVERSITY FRESNO; THE UNIVERSITY OF CALIFORNIA, DAVIS. | $250,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BOULEVARD MC | PASADENA | CA | 91125 | N/A | PC | THIRD AND FINAL INSTALLMENT ON A $1,666,667 PLEDGE ESTABLISHING THE ENDOWED BOOTH-KRESA LEADERSHIP CHAIR AT CALTECH. | $555,557 | 204-31 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BOULEVARD MC | PASADENA | CA | 91125 | N/A | PC | TO SUPPORT THE ENGINEERING AND APPLIED SCIENCE PROGRAMS. | $50,000 | 204-31 |
| CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION | ||||||||
| 5010 N WOODROW AVENUE MS WC142 | FRESNO | CA | 93740 | N/A | PC | TO SUPPORT THE STUDENT HATCHERY AT THE LYLES CENTER AT CALIFORNIA STATE UNIVERSITY, FRESNO. | $30,000 | CALIFORNIA STATE UNIV FRESNO |
| CENTER THEATRE GROUP | ||||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT HIGH CALIBER THEATRE BY NURTURING NEW ARTISTS, ATTRACTING NEW AUDIENCES, AND DEVELOPING YOUTH OUTREACH & ARTS EDUCATION PROGRAMS. | $20,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | N/A | PC | TO SUPPORT PHYSICIANS AND SCIENTISTS' RESEARCH INTO DISEASES AND DISORDERS PRIMARILY AFFECTING CHILDREN. | $50,000 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 2121 W TEMPLE STREET | LOS ANGELES | CA | 90026 | N/A | PC | TO SUPPORT A PROGRAM TO HELP CHILDREN IN LA'S MOST CHALLENGED COMMUNITIES HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE. | $75,000 | |
| CITY YEAR LOS ANGELES | ||||||||
| 606 S OLIVE 2ND FLOOR | LOS ANGELES | CA | 90014 | N/A | PC | TO SUPPORT SCHOOL DISTRICTS AND WORK IN SCHOOLS WITH INDIVIDUAL STUDENTS WHO ARE AT-RISK OF DROPPING OUT. | $25,000 | |
| COMMON SENSE MEDIA | ||||||||
| 699 8TH STREET SUITE C150 | SAN FRANCISCO | CA | 94103 | N/A | PC | TO SUPPORT COMMON SENSE MEDIA, WHICH IS THE NATION'S LEADING NONPROFIT ORGANIZATION DEDICATED TO IMPROVING THE LIVES OF ALL KIDS AND FAMILIES BY PROVIDING THE TRUSTWORTHY INFORMATION, EDUCATION AND INDEPENDENT VOICE NEEDED TO THRIVE IN THE 21ST CENTURY. | $10,000 | |
| CPHA FOUNDATION | ||||||||
| 10153 1/2 RIVERSIDE DRIVE SUITE 391 | TOLUCA LAKE | CA | 91602 | N/A | PC | TO SUPPORT THE CALIFORNIA PROFESSIONAL HORSEMEN'S ASSOCIATION FOUNDATION, WHICH IS A BENEVOLENT ORGANIZATION THAT WORKS ON BEHALF OF CALIFORNIA EQUESTRIAN PROFESSIONALS. THE FOUNDATION IS DEDICATED TO AIDING PROFESSIONALS IN TIMES OF NEED, PROVIDING HIGHER EDUCATION OPPORTUNITIES THROUGH SCHOLARSHIPS AND GRANTS, PROVIDING EDUCATION REGARDING GOOD PRINCIPLES OF HORSEMANSHIP, AND FOSTERING AMATEUR EQUESTRIAN SPORTS AND SPORTSMANSHIP. | $15,000 | |
| DANCE HEARTS | ||||||||
| C/O LOUIS MCKAY 12750 CARMEL | SAN DIEGO | CA | 92130 | N/A | PC | TO SUPPORT CONNECTING CIVILIANS TO MILITARY FOR THE PURPOSES OF FINANCIAL AND EMOTIONAL SUPPORT. | $10,000 | COUNTRY ROAD SUITE 103 |
| DECORATIVE ARTS SOCIETY | ||||||||
| C/O SHELBY RIGG - 45 COTTAGE LANE | ALISO VIEJO | CA | 92656 | N/A | PC | TO SUPPORT PROJECTS AND PROGRAMS WHICH BENEFIT WOMEN AND CHILDREN IN ORANGE COUNTY. | $5,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | TO SUPPORT PROVIDING MEDICAL AID WHERE IT'S NEEDED MOST. | $5,000 | |
| DOLORES MISSION | ||||||||
| 170 SOUTH GLESS STREET | LOS ANGELES | CA | 90033 | N/A | PC | TO SUPPORT PROVIDING SERVICES WHICH HELP PARISHIONERS, STUDENTS AND ITS COMMUNITY TO PROVIDE SAFETY, SUPPORT, QUALITY EDUCATION AND HOPE. | $20,000 | |
| ECHOES OF HOPE | ||||||||
| 300 N CONTINENTAL BOULEVARD SUITE | EL SEGUNDO | CA | 90245 | N/A | PC | TO SUPPORT ECHOES OF HOPE, WHICH STRIVES TO AWAKEN THE SPIRIT OF HOPE IN THE LIVES OF CHILDREN, YOUTH AND YOUNG ADULTS IN NEED BY ALLEVIATING BARRIERS AND HELPING THEM REACH THEIR FULL POTENTIAL. | $5,000 | 622 |
| EQUINE ADVOCATES INC | ||||||||
| C/O KAREN WAGNER 3212 STATE ROUTE | VALATIE | NY | 12184 | N/A | PC | TO SUPPORT THE RESCUE, PROTECTION AND PREVENTION OF ABUSE OF HORSES. | $5,000 | 66 |
| EQUINE ADVOCATES INC | ||||||||
| C/O KAREN WAGNER 3212 STATE ROUTE | VALATIE | NY | 12184 | N/A | PC | TO SUPPORT THE RESCUE, PROTECTION AND PREVENTION OF ABUSE OF HORSES. | $25,000 | 66 |
| FOODBANK OF SANTA BARBARA COUNTY | ||||||||
| 1525 STATE STREET SUITE 100 | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT TRANSFORMING THE HEALTH OF SANTA BARBARA COUNTY THROUGH FRESH PRODUCE AND ESSENTIAL FOODS, NUTRITION KNOWLEDGE AND EDUCATION FOR CHILDREN, FAMILIES AND SENIORS. | $20,000 | |
| FOODBANK OF SANTA BARBARA COUNTY | ||||||||
| 1525 STATE STREET SUITE 100 | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT TRANSFORMING THE HEALTH OF SANTA BARBARA COUNTY THROUGH FRESH PRODUCE AND ESSENTIAL FOODS, NUTRITION KNOWLEDGE AND EDUCATION FOR CHILDREN, FAMILIES AND SENIORS. | $20,000 | |
| FOUR WINDS INC | ||||||||
| 286 FOUR WINDS ROAD | DEER HARBOR | WA | 98243 | N/A | PC | TO SUPPORT PROVIDING HEALTH AND MENTAL HEALTH CARE SERVICES FOR CHILDREN, ADOLESCENTS AND ADULTS. | $25,000 | |
| GANNA WALSKA LOTUSLAND | ||||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | N/A | PC | TO SUPPORT THE GARDEN'S PHILOSOPHIES REGARDING ECOLOGY & PROMOTING THE HEALTH OF THE INDIVIDUAL PLANTS AND THE BOTANIC GARDEN AS A WHOLE. | $20,000 | |
| GETTY CONSERVATION INSTITUTE (J PAUL GETTY TRUST) | ||||||||
| 1200 GETTY CENTER DRIVE SUITE 700 | LOS ANGELES | CA | 900491684 | N/A | POF | TO SUPPORT THE PRESENTATION, CONSERVATION AND INTERPRETATION OF THE WORLD'S ARTISTIC LEGACY. | $1,000 | |
| GIRL SCOUTS OF CENTRAL CALIFORNIA SOUTH | ||||||||
| 1377 W SHAW AVENUE | FRESNO | CA | 93711 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH STRIVES TO BUILD GIRLS OF COURAGE, CONFIDENCE, AND CHARACTER, WHO MAKE THE WORLD A BETTER PLACE. | $10,000 | |
| GREAT SOUTHWEST EQUESTRIAN FOUNDATION | ||||||||
| 2501 S MASON ROAD SUITE 100 | KATY | TX | 77450 | N/A | SO | TO SUPPORT TEXAS CHILDREN'S HOSPITAL | $25,000 | |
| HARLEM LACROSSE | ||||||||
| 8 WEST 126TH STREET | NEW YORK | NY | 10027 | N/A | PC | TO SUPPORT YOUTH WHO PLAY LACROSSE. | $10,000 | |
| HIGHER GROUND LOS ANGELES | ||||||||
| 520 SOUTH GRAND AVENUE SUITE 370 | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT ENRICHING THE LIVES OF PEOPLE WITH DISABILITIES THROUGH SPORTS AND RECREATION. | $50,000 | |
| HIGHER GROUND SUN VALLEY | ||||||||
| 520 SOUTH GRAND AVENUE SUITE 370 | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT ENRICHING THE LIVES OF PEOPLE WITH DISABILITIES THROUGH SPORTS AND RECREATION. | $50,000 | |
| HILLSIDES | ||||||||
| 815 COLORADO BOULEVARD SUITE 300 | PASADENA | CA | 90041 | N/A | PC | TO SUPPORT THE NEW CHILDREN'S SWIMMING POOL COMPLEX AND RELATED RECREATIONAL SPORTS PROGRAMS. | $100,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT PROVIDING HOPE, TRAINING, AND SUPPORT TO FORMER GANG AND INCARCERATED INDIVIDUALS TO HELP THEM BECOME CONTRIBUTING MEMBERS OF OUR COMMUNITY. | $25,000 | |
| HORSE TO HEART | ||||||||
| 27345 SAND CANYON ROAD | CANYON COUNTRY | CA | 91387 | N/A | PC | TO SUPPORT HORSE RESCUE WHERE UNDERPRIVILEGED CHILDREN WORK AND CARE AT STABLES. | $37,500 | |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | ||||||||
| 686 SOUTH FAIR OAKS AVENUE | PASADENA | CA | 91105 | N/A | PC | TO SUPPORT IMPROVING LIVES THROUGH PATIENT-FOCUSED SCIENTIFIC RESEARCH. | $40,000 | |
| HUNTINGTON MEMORIAL HOSPITAL | ||||||||
| 100 W CALIFORNIA BOULEVARD PO BOX | PASADENA | CA | 91109 | N/A | PC | TO SUPPORT THIS ORGANIZATION'S INTERNAL MEDICINE RESIDENCY PROGRAM WHICH TRAINS POSTGRADUATE STUDENTS. | $20,000 | 7013 |
| I STAND WITH MY PACK | ||||||||
| C/O JANICE THAI - 4802 HOLLOW | CULVER CITY | CA | 90230 | N/A | PC | TO SUPPORT RESCUE AND REHOMING OF DOGS. | $10,000 | CORNER ROAD SUITE 121 |
| J2 FARMS | ||||||||
| 16480 VALLEY RANCH ROAD | CANYON COUNTRY | CA | 91387 | N/A | PC | TO SUPPORT THE SCHOOL'S HORSE RESCUE PROGRAM. | $37,500 | |
| JERICHO ROAD PASADENA | ||||||||
| 75 SOUTH GRAND AVENUE | PASADENA | CA | 911051602 | N/A | PC | TO SUPPORT MATCHING TALENTS OF VOLUNTEERS WITH NEEDS OF COMMUNITY-BASED NON-PROFITS. | $5,000 | |
| KECK MEDICINE OF USC | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 900339034 | N/A | PC | TO SUPPORT DR. HATCH'S RESEARCH IN SPORTS MEDICINE. | $25,000 | 1975 ZONAL AVENUE KAM 300 |
| LAS MADRINAS | ||||||||
| LAS MADRINAS - DEPARTMENT 6778 | LOS ANGELES | CA | 90084 | N/A | PC | TO SUPPORT THE PHILANTHROPIC ORGANIZATION DEDICATED TO A TRADITION OF SUPPORTING PEDIATRIC CARE AND RESEARCH AT CHILDREN'S HOSPITAL LOS ANGELES. | $10,000 | |
| LAS MADRINAS | ||||||||
| LAS MADRINAS - DEPARTMENT 6778 | LOS ANGELES | CA | 90084 | N/A | PC | TO SUPPORT THE PHILANTHROPIC ORGANIZATION DEDICATED TO A TRADITION OF SUPPORTING PEDIATRIC CARE AND RESEARCH AT CHILDREN'S HOSPITAL LOS ANGELES. | $10,000 | |
| LOS ANGELES FIRE DEPARTMENT | ||||||||
| C/O NINA ANDRO PRESIDENT - 1875 | LOS ANGELES | CA | 90067 | N/A | PC | TO SUPPORT THE LA FIRE DEPARTMENT. | $5,000 | CENTURY PARK EAST SUITE 200 |
| LOS ANGELES OPERA | ||||||||
| 135 NORTH GRAND AVENUE SUITE 327 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT BRINGING WORLD CLASS OPERA TO THE STAGE. | $1,000 | |
| LOS ANGELES OPERA | ||||||||
| 135 NORTH GRAND AVENUE SUITE 327 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT BRINGING WORLD CLASS OPERA TO THE STAGE. | $50,000 | |
| LOS ANGELES OPERA | ||||||||
| 135 NORTH GRAND AVENUE SUITE 327 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT BRINGING WORLD CLASS OPERA TO THE STAGE. | $15,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | N/A | PC | FIRST OF THREE ANNUAL INSTALLMENTS TOWARDS A $2.5 MILLION PLEDGE. | $800,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT LA PHILHARMONIC ORCHESTRA IN LEADING THE WAY WITH GROUND-BREAKING PROGRAMMING, BOTH ON STAGE AND IN THE COMMUNITY. | $50,000 | |
| LOS ANGELES POLICE FOUNDATION | ||||||||
| 515 SOUTH FLOWER STREET SUITE 1680 | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT LAPD TOWARDS OBTAINING AND MAINTAINING ESSENTIAL EQUIPMENT AND STATE OF THE ART TECHNOLOGY, SPECIALIZED TRAINING, AND INNOVATIVE PROGRAMS. | $5,000 | |
| MAKE-A-WISH CENTRAL CALIFORNIA | ||||||||
| 351 W CROMWELL AVENUE SUITE 112-A | FRESNO | CA | 93711 | N/A | PC | TO SUPPORT PROVIDING STRENGTH, HOPE AND TRANSFORMATION FOR CHILDREN WITH CRITICAL ILLNESSES. | $10,000 | |
| MARJAREE MASON CENTER INC | ||||||||
| 1600 M STREET | FRESNO | CA | 93721 | N/A | PC | TO SUPPORT PROVIDING SHELTER FOR DOMESTIC VIOLENCE VICTIMS. | $20,000 | |
| MARLBOROUGH SCHOOL | ||||||||
| 250 SOUTH ROSSMORE AVENUE | LOS ANGELES | CA | 90004 | N/A | PC | TO SUPPORT THIS SCHOOL FOR GIRLS TO DELIVER A SUPERIOR COLLEGE PREPARATORY EDUCATION IN AN ENVIRONMENT IMBUED WITH HIGH ETHICAL VALUES. | $500,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | PC | TO SUPPORT MAYO NEPHROLOGY COLLABORATIVE GROUP FOR RESEARCH IN RENAL PARENCHYMAL DISEASES. | $20,000 | |
| MOUNTAIN HUMANE | ||||||||
| 100 CROY CREEK ROAD | HAILEY | ID | 83333 | N/A | PC | TO SUPPORT IMPROVING THE QUALITY OF LIFE IN OUR COMMUNITY BY CONNECTING ANIMALS AND PEOPLE. | $5,000 | |
| NEWPORT HARBOR EDUCATIONAL FOUNDATION | ||||||||
| 600 IRVINE AVENUE | NEWPORT BEACH | CA | 92663 | N/A | PC | TO SUPPORT THE PROGRAM PROVIDING FREE TUTORING, CAREER MENTORING AND PROFESSIONAL DEVELOPMENT OF TEACHERS. | $25,000 | |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | ||||||||
| 725 S FIGUEROA STREET | LOS ANGELES | CA | 90017 | N/A | PC | TO SUPPORT AN INDEPENDENT, NON-PARTISAN, MEMBERSHIP-BASED ORGANIZATION DEDICATED TO GLOBAL ENGAGEMENT. | $25,000 | |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | ||||||||
| 725 S FIGUEROA STREET | LOS ANGELES | CA | 90017 | N/A | PC | TO SUPPORT AN INDEPENDENT, NON-PARTISAN, MEMBERSHIP-BASED ORGANIZATION DEDICATED TO GLOBAL ENGAGEMENT. | $50,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | N/A | PC | TO SUPPORT PROTECTION OF OUR CONSTITUTION, LIMITED GOVERNMENT, AND A BALANCED APPROACH TO ENVIRONMENTAL REGULATIONS. | $200,000 | |
| PACIFIC NEUROSCIENCE INSTITUTE FOUNDATION (PNI FOUNDATION) | ||||||||
| C/O MINI GILL - 2125 ARIZONA AVENUE | SANTA MONICA | CA | 90404 | N/A | PC | TO SUPPORT PROMOTING ADVANCES IN NEUROSCIENCE CLINICAL CARE AND RESEARCH. | $10,000 | |
| PAWS FOR PURPLE HEARTS | ||||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | N/A | PC | TO SUPPORT CANINE-ASSISTED WARRIOR THERAPY, WHICH HELPS VETERANS WHILE THEY RECEIVE MUCH NEEDED THERAPY FOR TRAUMA RELATED CONDITIONS SUCH AS PTSD AND TBI. | $5,000 | |
| PETERSEN AUTOMOTIVE MUSEUM FOUNDATION | ||||||||
| 6060 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | N/A | PC | SECOND OF THREE ANNUAL INSTALLMENT PAYMENTS TOWARDS A $5 MILLION PLEDGE TO THE PETERSEN AUTOMOTIVE MUSEUM, FOR THE BUILDING RENOVATION CAMPAIGN. | $2,000,000 | |
| PHASE ONE FOUNDATION | ||||||||
| 5792 WEST JEFFERSON BOULEVARD | LOS ANGELES | CA | 90016 | N/A | PC | TO SUPPORT THIS NON-PROFIT DEDICATED TO SUPPORTING GROUND-BREAKING PHASE 1 AND PHASE 2 CANCER CLINICAL RESEARCH, INNOVATIVE EDUCATION AND TREATMENT PROGRAMS. | $5,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 W 30TH STREET | LOS ANGELES | CA | 90007 | N/A | PC | TO SUPPORT PROVIDING HIGH-QUALITY, AFFORDABLE REPRODUCTIVE HEALTH CARE TO THE COMMUNITIES THROUGHOUT LA COUNTY. | $5,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 W 30TH STREET | LOS ANGELES | CA | 90007 | N/A | PC | TO SUPPORT PROVIDING HIGH-QUALITY, AFFORDABLE REPRODUCTIVE HEALTH CARE TO THE COMMUNITIES THROUGHOUT LA COUNTY. | $25,000 | |
| POLYTECHNIC SCHOOL | ||||||||
| 1030 EAST CALIFORNIA BOULEVARD | PASADENA | CA | 91106 | N/A | PC | TO SUPPORT THE ANNUAL GIVING CAMPAIGN AND PROVIDE ESSENTIAL REVENUE TO THE SCHOOL, WHICH WAS THE FIRST NON PROFIT SCHOOL IN SOUTHERN CALIFORNIA. | $20,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BOULEVARD SUITE 552 | SHERMAN OAKS | CA | 91403 | N/A | PC | TO SUPPORT CREATING VIDEOS ON VARIOUS POLITICAL, ECONOMIC AND PHILOSOPHICAL TOPICS FROM AN AMERICAN CONSERVATIVE OR RIGHT-WING PERSPECTIVE. | $20,000 | |
| PRISON FELLOWSHIP | ||||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | N/A | PC | TO SUPPORT A RESTORATIVE APPROACH TO PRISONERS, FORMER PRISONERS, AND ALL THOSE AFFECTED BY CRIME AND INCARCERATION, ULTIMATELY MAKING COMMUNITIES SAFER AND HEALTHIER. | $5,000 | |
| PROJECT K9 HERO | ||||||||
| 535 GRISWOLD STREET SUITE 111-105 | DETROIT | MI | 48226 | N/A | PC | TO SUPPORT ENSURING THE BEST QUALITY OF LIFE FOR OUR NATION'S RETIRED MILITARY AND POLICE WORKING DOGS BY HELPING WITH MEDICAL COSTS, FOOD, AND END OF DUTY SERVICES. | $5,000 | |
| REINING HORSE FOUNDATION | ||||||||
| 3021 W RENO AVENUE | OKLAHOMA CITY | OK | 73107 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHICH CARES FOR THE REINING COMMUNITY AND HONORING THE SPORT'S LEGACY. | $10,000 | |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||||
| 2559 PUESTA DEL SOL ROAD | SANTA BARBARA | CA | 931052936 | N/A | PC | TO SUPPORT THIS MUSEUM OF NATURAL HISTORY WHICH ENCOURAGES DISCOVERY AND SUSTAINABILITY AND CONNECTS COMMUNITIES. | $20,000 | |
| SHORE COUNTRY DAY SCHOOL | ||||||||
| 545 CABOT STREET | BEVERLY | MA | 01915 | N/A | PC | TO SUPPORT THE SCHOOL'S SCIENCE & ART INTEGRATED LEARNING (SAIL) AND GARDEN AND OUTDOOR EDUCATION PROGRAMS. | $20,000 | |
| SIRE INC | ||||||||
| 24161 SPRING DRIVE | HOCKLEY | TX | 77447 | N/A | PC | TO SUPPORT THIS THERAPEUTIC RIDING PROGRAM. | $25,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| PO BOX 93845 | PASADENA | CA | 911093485 | N/A | PC | TO SUPPORT IN-DEPTH JOURNALISM REGARDING VETERANS AND MILITARY ISSUES. | $10,000 | |
| SPACE FOR GIANTS USA INC | ||||||||
| 57 WEST 57TH STREET 4TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | TO SUPPORT ELEPHANT AND WILDLIFE CONSERVATION, WHICH PROTECTS THE GREAT WILDLIFE LANDSCAPES THAT AFRICA'S REMAINING WILDLIFE NEEDS TO SURVIVE AND THRIVE. | $1,000 | |
| SPACE FOR GIANTS USA INC | ||||||||
| 57 WEST 57TH STREET 4TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | TO SUPPORT ELEPHANT AND WILDLIFE CONSERVATION, WHICH PROTECTS THE GREAT WILDLIFE LANDSCAPES THAT AFRICA'S REMAINING WILDLIFE NEEDS TO SURVIVE AND THRIVE. | $5,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||
| 100 HOSPITAL DRIVE | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE ADVANCEMENT OF INNOVATIVE PROGRAMS AND SERVICES THAT IMPROVE THE HEALTH CARE OF THOSE SERVED BY THE ST. LUKES WOOD RIVER MEDICAL CENTER. | $5,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||
| 100 HOSPITAL DRIVE | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THE ADVANCEMENT OF INNOVATIVE PROGRAMS AND SERVICES THAT IMPROVE THE HEALTH CARE OF THOSE SERVED BY THE ST. LUKES WOOD RIVER MEDICAL CENTER. | $5,000 | |
| STANFORD UNIVERSITY (HOOVER INSTITUTION) | ||||||||
| STANFORD UNIVERSITY 434 GALVEZ MALL | STANFORD | CA | 943056003 | N/A | PC | TO SUPPORT SEEKING TO IMPROVE THE HUMAN CONDITION BY ADVANCING IDEAS THAT PROMOTE ECONOMIC OPPORTUNITY AND PROSPERITY. | $10,000 | |
| SUN VALLEY CREATIVE ARTS CENTER INC | ||||||||
| 191 FIFTH STREET E | KETCHUM | ID | 83340 | N/A | PC | TO SUPPORT THIS ORGANIZATION WHOSE MISSION IS TO ENRICH THE COMMUNITY THROUGH ARTS AND EDUCATION. | $5,000 | |
| SUN VALLEY SKI ACADEMY | ||||||||
| ATTN DEVELOPMENT DEPARTMENT ONE | SUN VALLEY | ID | 83353 | N/A | PC | TO SUPPORT PROVIDING OUTSTANDING ACADEMIC, OUTDOOR PROGRAMS AND WELL-ROUNDED EXPERIENCES TO PREPARE GRADUATES TO LEAD IMPACTFUL AND PURPOSEFUL LIVES. | $5,000 | COMMUNITY SCHOOL DRIVE |
| SUN VALLEY WRITERS CONFERENCE INC | ||||||||
| C/O MARCIA MODE-STAVROS - 28 SYLVAN | MONTEREY | CA | 93940 | N/A | PC | TO SUPPORT THE MISSION OF THE SUN VALLEY WRITERS CONFERENCE, WHICH IS TO INVITE READERS AND WRITERS INTO A REALM OF INTELLECTUAL INTIMACY. IN AN ANNUAL PROGRAM, ANCHORED BY RECOGNIZED WRITERS OF FICTION AND NONFICTION, READERS AND WRITERS COME TOGETHER AS A COMMUNITY TO BE EDUCATED, ENLIGHTENED, CHALLENGED AND INSPIRED. | $10,000 | ROAD HOUSE D |
| SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC | ||||||||
| 114 CALYPSO LANE | BELLEVUE | ID | 83313 | N/A | PC | TO SUPPORT A SAFE ENVIRONMENT TO FIND STRENGTH AND FREEDOM THROUGH THERAPEUTIC EQUINE CONNECTIONS AT NO COST TO THE PARTICIPANTS. | $5,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT CHILDREN'S EDUCATION ALUMNI SUPPORT. | $200,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT THE ANNUAL FUND. | $50,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | FIRST OF THREE ANNUAL INSTALLMENTS TOWARDS A $2.75 MILLION PLEDGE. | $1,000,000 | |
| THE BHUTAN FOUNDATION | ||||||||
| 21 DUPONT CIRCLE NW SUITE 755 | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT WORK TO SERVE THE PEOPLE OF BHUTAN FOR SUSTAINABLE DEVELOPMENT. | $40,000 | |
| THE COLLEAGUES | ||||||||
| 470 WARNER AVENUE | LOS ANGELES | CA | 90024 | N/A | PC | TO SUPPORT THIS NON-PROFIT SMALL GROUP OF WOMEN WHO RAISE FUNDS FOR CHILDREN'S INSTITUTE INC. | $50,000 | |
| THE COLLEAGUES | ||||||||
| 470 WARNER AVENUE | LOS ANGELES | CA | 90024 | N/A | PC | TO SUPPORT THIS NON-PROFIT SMALL GROUP OF WOMEN WHO RAISE FUNDS FOR CHILDREN'S INSTITUTE INC. | $20,000 | |
| THE HUNTINGTON LIBRARY | ||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | N/A | PC | TO SUPPORT THE ONGOING DEVELOPMENT OF THE RANCH. | $20,000 | |
| THE LIBRARY FOUNDATION OF LOS ANGELES | ||||||||
| 630 WEST FIFTH STREET | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT THE LOS ANGELES PUBLIC LIBRARY. | $15,000 | |
| THE LIBRARY FOUNDATION OF LOS ANGELES | ||||||||
| 630 WEST FIFTH STREET | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT THE LOS ANGELES PUBLIC LIBRARY. | $5,000 | |
| THE LOS ANGELES COUNTY MUSEUM OF ART (LACMA) | ||||||||
| ANNUAL GIVING DEPARTMENT 5905 | LOS ANGELES | CA | 90036 | N/A | PC | TO SUPPORT THE MUSEUM IN ITS EFFORTS OF COLLECTION, EXHIBITION, CONSERVATION ETC., OF SIGNIFICANT WORKS OF ART. | $10,000 | WILSHIRE BOULEVARD |
| THE RAND CORPORATION | ||||||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 904072138 | N/A | PC | TO SUPPORT THIS NONPROFIT INSTITUTION THAT HELPS IMPROVE POLICY AND DECISION MAKING THROUGH RESEARCH AND ANALYSIS. | $10,000 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BOULEVARD SUITE 410 | SANTA MONICA | CA | 90403 | N/A | PC | TO SUPPORT COUNSELING AND ADVOCATE FOR ABUSE VICTIMS. | $5,000 | |
| THE SEMINAR NETWORK DBA STAND TOGETHER TRUST | ||||||||
| 2300 WILSON BOULEVARD SUITE 500 | ARLINGTON | VA | 22201 | N/A | PC | TO SUPPORT THIS PROGRAM WHICH ADVOCATES FOR POLICIES THAT WILL PRESERVE THE FREEDOM AND PROSPERITY OF VETERANS AND THEIR FAMILIES. | $100,000 | |
| THE TEEN PROJECT | ||||||||
| PO BOX 692 | SUN VALLEY | CA | 91353 | N/A | PC | TO SUPPORT PROVIDING AT-RISK TEENS RESOURCES AND SUPPORT, SUCH AS SAFE HOUSING, FINANCIAL SUPPORT TOWARDS A HIGHER EDUCATION, COUNSELING, AND MENTORING. | $50,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10945 LE CONTE SUITE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT NEW AND BETTER TREATMENTS FOR GYNECOLOGIC CANCERS. | $100,000 | |
| THE UCLA FOUNDATION FUND 64186O | ||||||||
| ATTN PARTY ON THE PIER 650 CHARLES | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT THE HOSPITAL AND ITS WORK AS THEY CARE FOR THE PHYSICAL AND EMOTIONAL WELL-BEING OF CHILDREN. | $5,000 | E YOUNG DRIVE SOUTH SUITE 12-260 |
| THRIVE ANIMAL RESCUE | ||||||||
| 13875 OLD EL CAMINO REAL | SAN DIEGO | CA | 92130 | N/A | PC | TO SUPPORT SAVING ABANDONED DOGS FROM THE LONELINESS OF SHELTER LIFE AND PLACE THEM INTO LOVING FAMILIES AND FOREVER HOMES. | $20,000 | |
| THRIVE ANIMAL RESCUE | ||||||||
| 13875 OLD EL CAMINO REAL | SAN DIEGO | CA | 92130 | N/A | PC | TO SUPPORT SAVING ABANDONED DOGS FROM THE LONELINESS OF SHELTER LIFE AND PLACE THEM INTO LOVING FAMILIES AND FOREVER HOMES. | $25,000 | |
| THRIVE ANIMAL RESCUE | ||||||||
| 13875 OLD EL CAMINO REAL | SAN DIEGO | CA | 92130 | N/A | PC | TO SUPPORT SAVING ABANDONED DOGS FROM THE LONELINESS OF SHELTER LIFE AND PLACE THEM INTO LOVING FAMILIES AND FOREVER HOMES. | $1,000 | |
| US OLYMPIC AND PARALYMPIC FOUNDATION | ||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | N/A | PC | TO SUPPORT TEAM USA FUND. | $25,000 | |
| UC REGENTS (UC SANTA BARBARA) | ||||||||
| ATTN SANDY ROBERTSON UC SANTA | SANTA BARBARA | CA | 93106 | N/A | PC | TO SUPPORT THE ARTS & LECTURES PROGRAM AT THE UNIVERSITY. | $30,000 | BARBARA ARTS LECTURES BUILDING 402 |
| UC REGENTS (UC SANTA BARBARA) | ||||||||
| ATTN SANDY ROBERTSON UC SANTA | SANTA BARBARA | CA | 93106 | N/A | PC | TO SUPPORT THE ARTS & LECTURES PROGRAM AT THE UNIVERSITY. | $20,000 | BARBARA ARTS LECTURES BUILDING 402 |
| UCLA FOUNDATION HEALTH PRESS STRATEGIC FUND | ||||||||
| 10945 LE CONTE SUITE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT THE HEALTH PRESS STRATEGIC FUND #62613. | $10,000 | |
| UCLA FOUNDATION MATTEL CHILDREN'S HOSPITAL #638900 | ||||||||
| 14005 LIVE OAK AVENUE | PASADENA | CA | 91109 | N/A | PC | TO SUPPORT THE MATTEL CHILDREN'S HOSPITAL. | $50,000 | |
| UCLA FOUNDATION | ||||||||
| 200 MEDICAL PLAZA DRIVEWAY SUITE | LOS ANGELES | CA | 90025 | N/A | PC | TO SUPPORT DR LEONARD MARKS FUND # 62752C. | $25,000 | 140 |
| UNICEF USA | ||||||||
| 10351 SM BOULEVARD SUITE 402 | LOS ANGELES | CA | 90025 | N/A | PC | TO SUPPORT THE UNICEF BALL FUNDRAISER. | $12,500 | |
| UNITED BOYS & GIRLS CLUB OF GREATER SB COUNTY | ||||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | N/A | PC | TO SUPPORT YOUTH SERVICES. | $20,000 | |
| UNITED FRIENDS OF THE CHILDREN | ||||||||
| 1055 WILSHIRE BOULEVARD SUITE 1955 | LOS ANGELES | CA | 90017 | N/A | PC | TO SUPPORT THE BRASS RING AWARDS GALA. | $12,500 | |
| UNITED FRIENDS OF THE CHILDREN | ||||||||
| 1055 WILSHIRE BOULEVARD SUITE 1955 | LOS ANGELES | CA | 90017 | N/A | PC | TO SUPPORT THE BEVERLY HILLS CRAWL. | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA USC ATHLETICS | ||||||||
| USC ATHLETICS MAJOR GIFTS HERITAGE | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE USC ATHLETICS PROGRAMS. | $100,000 | HALL 203A |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| USC ATHLETICS MAJOR GIFTS HERITAGE | LOS ANGELES | CA | 90089 | N/A | PC | FOURTH OF FIVE ANNUAL INSTALLMENTS TOWARDS A $7.5 MILLION PLEDGE TO SUPPORT THE RENOVATION OF THE LOS ANGELES MEMORIAL COLISEUM. | $1,500,000 | HALL 203A |
| USC ANNENBERG SCHOOL FOR COMMUNICATION & JOURNALISM | ||||||||
| 3502 WATT WAY SUITE 304 | LOS ANGELES | CA | 90089 | N/A | PC | TO SUPPORT THE USC ANNENBERG SCHOOL OF COMMUNICATION. | $10,000 | |
| VALLEY CHILDREN'S HEALTHCARE FOUNDATION | ||||||||
| 9300 VALLEY CHILDRENS PLACE | MADERA | CA | 93636 | N/A | PC | TO SUPPORT PROVIDING HIGH-QUALITY, COMPREHENSIVE HEALTHCARE SERVICES TO CHILDREN, REGARDLESS OF THEIR ABILITY TO PAY, AND TO CONTINUOUSLY IMPROVE THE HEALTH AND WELLBEING OF CHILDREN. | $40,000 | |
| VALLEY OAK SPCA | ||||||||
| 9405 WEST GOSHEN AVENUE | VISALIA | CA | 93291 | N/A | PC | TO SUPPORT ANIMAL RESCUE. | $10,000 | |
| VILLA ESPERANZA SERVICES | ||||||||
| 2116 E VILLA STREET | PASADENA | CA | 91107 | N/A | PC | TO SUPPORT THIS NON-PROFIT WHERE HOPE IS HARD WORK FOR INDIVIDUALS WITH DISABILITIES. | $10,000 | |
| VISIONARY WOMEN | ||||||||
| 9663 SANTA MONICA BOULEVARD SUITE | BEVERLY HILLS | CA | 90210 | N/A | PC | TO SUPPORT UNITING AND INSPIRING A COMMUNITY OF VISIONARY FEMALE LEADERS IN SUPPORT OF CAUSES THAT LIFT UP WOMEN AND GIRLS. | $1,000 | 851 |
| WESTMONT COLLEGE | ||||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 931081023 | N/A | PC | TO SUPPORT THIS UNDERGRADUATE RESIDENTIAL, CHRISTIAN, LIBERAL ARTS COLLEGE CULTIVATING THOUGHTFUL SCHOLARS, GRATEFUL SERVANTS AND FAITHFUL LEADERS. | $100,000 | |
| WOMEN'S CANCER RESEARCH FUND OF BCRF | ||||||||
| C/O BREAST CANCER RESEARCH | NEW YORK | NY | 10036 | N/A | PC | TO SUPPORT THE FUND OF BCRF, WHOSE MISSION IS TO PREVENT AND CURE BREAST CANCER THROUGH RESEARCH. | $10,000 | FOUNDATION 28 W 44TH STREET SUITE 6 |
| WORD OF HONOR FUND | ||||||||
| PO BOX 777 | BELLEVUE | ID | 83313 | N/A | PC | TO SUPPORT CHILDREN OF FALLEN NAVY SEALS AND SPECIAL OPS MILITARY PERSONNEL. | $20,000 | |
| YELLOWSTONE TO YUKON CONSERVATION INITIATIVE (Y2Y) | ||||||||
| PO BOX 157 | BOZEMAN | MT | 597710157 | N/A | PC | TO SUPPORT DEVELOPING AND IMPLEMENTING TIMELY, REGIONAL CONSERVATION SOLUTIONS. | $10,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | N/A | PC | TO SUPPORT PROMOTING THE IDEAS OF INDIVIDUAL FREEDOM, A STRONG NATIONAL DEFENSE, FREE ENTERPRISE, AND TRADITIONAL VALUES WITH YOUNG AMERICANS. | $20,000 | |
| ZOOLOGICAL SOCIETY OF SAN DIEGO | ||||||||
| PO BOX 120551 | SAN DIEGO | CA | 921120551 | N/A | PC | TO SUPPORT A CONSERVATION, EDUCATION, AND RECREATION ORGANIZATION DEDICATED TO THE REPRODUCTION, PROTECTION AND EXHIBITION OF ANIMALS, PLANTS AND HABITATS. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,652,557 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THACHER SCHOOL INC | |||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | SECOND OF THREE ANNUAL INSTALLMENTS TOWARDS A $2.75 MILLION PLEDGE. | $1,000,000 |
| THACHER SCHOOL INC | |||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | THIRD OF THREE ANNUAL INSTALLMENTS TOWARDS A $2.75 MILLION PLEDGE. | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,750,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $28,061 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,562,945 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,040 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $922 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $459,345 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $36,023 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,022,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,058,334 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $154,106 | Amt |
| Net Investment Income | $77,053 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $77,053 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF PART VII-B; QUESTIONS 1A(3) AND 1B | PURSUANT TO I.R.C. SECTION 4941(D)(2)(C) THE FURNISHING OF GOODS, SERVICES, OR FACILITIES BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION IS NOT AN ACT OF SELF-DEALING SINCE THE FURNISHING IS WITHOUT CHARGE AND THE GOODS, SERVICES, OR FACILITIES ARE USED EXCLUSIVELY FOR THE PURPOSES OF THE FOUNDATION. |
| FORM 990-PF PART VII-B; QUESTIONS 1A(4) AND 1B | PURSUANT TO I.R.C. SECTION 4941(D)(2)(E), THE PAYMENT OF COMPENSATION BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR THE PERFORMANCE OF PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF SUCH COMPENSATION IS NOT EXCESSIVE. |
| FORM 990-PF PART VII-B; QUESTIONS 1A(2) | PURSUANT TO I.R.C. SECTION 4941(D)(2)(B) THE LENDING OF MONEY BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF THE LOAN IS WITHOUT INTEREST OR OTHER CHARGE AND IF THE PROCEEDS OF THE LOAN ARE USED EXCLUSIVELY FOR PURPOSES SPECIFIED IN SECTION 501(C)(3). |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCRUED DIVIDENDS | $5,623 | $5,623 |
| BERKSHIRE HATHAWAY | $91,764,696 | $91,764,696 |
| DFA EMERGING MARKTS CORE EQU PORTF (DFCEX) | $11,997,265 | $11,997,265 |
| DFA FIVE YEAR GLBL FIXED INC PRTF INSTL (DFGBX) | $6,057,184 | $6,057,184 |
| DFA SHORT TERM EXTENDED QUAL INSTL (DFEQX) | $12,406,403 | $12,406,403 |
| DIMENSIONAL ADV US SMALL CAP VALUE PORT (DFSVX) | $11,695,985 | $11,695,985 |
| MORGAN STANLEY | $8 | $8 |
| VANGUARD GNMA ADMIRAL (VFIJX) | $3,120,267 | $3,120,267 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARES CAPITAL EUROPE II(D) | FMV | $1,691,550 | $1,691,550 |
| BLACKSTONE TACTICAL OPP LP. | FMV | $1,816,775 | $1,816,775 |
| BROAD STREET R/E CREDIT PARTNERS | FMV | $305,977 | $305,977 |
| CALEDONIA CO-INVEST OFFSHORE | FMV | $2,060,166 | $2,060,166 |
| CALEDONIA FUND LTD | FMV | $4,292,110 | $4,292,110 |
| CANYON BALANCED FUND | FMV | $8,019,484 | $8,019,484 |
| CZECH III SENIOR LOAN TRUST | FMV | $3,818,602 | $3,818,602 |
| OAKTREE STRATEGIC INCOME, LTD. | FMV | $4,799,843 | $4,799,843 |
| PETERSHILL II OFFSHORE LP | FMV | $4,540,630 | $4,540,630 |
| RESERVOIR STRATEGIC PARTNERS FUND TE, L.P. | FMV | $57,686 | $57,686 |
| WASSERSTEIN DEBT OPP OFFSHORE | FMV | $7,164,513 | $7,164,513 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $2,459,030 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $30 | $15 | $15 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $21,121 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND | $0 | $6,248 | $0 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND (CAYMAN) | $0 | $11,332 | $0 |
| FORM K-1 - PETERSHILL II | $0 | $93,905 | $0 |
| FROM K-1 - CZECH III SENIOR LOAN TRUST | $0 | $20,268 | $0 |
| OFFICE EXPENSES | $8,322 | $4,161 | $4,962 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND (CAYMAN) | $0 | $2 | $0 |
| FROM K-1 - CZECH III SENIOR LOAN TRUST (TE) | $0 | $159,077 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $33,822 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS (ORD. BUSINESS) | $0 | $880 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON ASSETS | Desc |
| Amt | $4,836,205 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES PAYABLE | Desc |
| BOY Book Value | $981,000 | BOYBookValueAmt |
| EOY Book Value | $1,057,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $572,621 | Amt |
| Net Investment Income | $572,621 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $2,000 | $0 | $0 |
| REGISTRY OF CHARITABLE TRUSTS | $150 | $0 | $150 |
| CURRENT FED EXCISE TAX PROVISION | $35,775 | $0 | $0 |
| FEDERAL UBTI TAX | $4,500 | $0 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $423 | $0 |
| PRIOR YEAR FED EXCISE TAX PROVISION | $674 | $0 | $0 |
| DEFERRED FED EXCISE TAX PROVISION | $76,000 | $0 | $0 |
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