THE LOUIS & HAROLD PRICE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE LOUIS & HAROLD PRICE FOUNDATION (EIN 13-6121358)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202113149349100941
- Schema version
- 2020v4.1
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T14:20:28-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 BROADHOLLOW ROAD STE 201 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136121358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Louis & Harold Price Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | LOU | BusinessNameControlTxt |
| Phone | 2133308571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Woodbridge Center Drive | AddressLine1Txt |
| City | Woodbridge | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070951191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bonnie Vitti | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7326945413 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Bonnie | PersonFirstNm |
| Person Last | Vitti | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Tavis CPA | PreparerPersonNm |
| PTIN | P00161651 | PTIN |
| Phone | 6315019600 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $99,426,773 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,301,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,193,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,995,868 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,712,773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,995,868 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $625,610 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $597,879 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,923,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,787,658 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $77,320 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,732 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $69,588 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,270 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,430 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $489,780 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $255,809 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $233,971 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,375 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,851 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $487 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $45,765 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,576 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,189 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $252,462 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $214,465 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,997 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $907,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $489,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $394,662 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,591,940 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,591,940 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,499,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $489,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,986,602 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,423,958 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,297,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,775 | CashBOYAmt |
| Cash EOY | $5,775 | CashEOYAmt |
| Cash EOYFMV | $5,775 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $472,423 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $888,733 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $888,732 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,054,640 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,278,579 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,441,686 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $57,109,457 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,858,271 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,321,328 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,649,091 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,879,399 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,996,321 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,098,389 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,645,784 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,772,931 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $5,585 | LandBOYAmt |
| Total Assets BOY | $73,395,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,556,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $99,426,773 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,229 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,806 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $18,229 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,806 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $73,377,131 | RetainedEarningBOYAmt |
| Retained Earning EOY | $77,545,735 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,377,131 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,545,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,395,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,556,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,377,131 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,423,958 | ExcessRevenueOverExpensesAmt |
| Subtotal | $77,801,089 | SubtotalAmt |
| Other Decreases | $255,354 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $77,545,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $17,751,820 | $16,958,767 | $793,053 | $793,053 |
| CAPITAL GAIN FROM K-1S | P | $1,500,512 | $0 | $1,500,512 | $1,500,512 |
| CAPITAL GAIN FROM PFIC | P | $4,702,303 | $0 | $4,702,303 | $4,702,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,995,868 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $115,342 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $115,342 | SubtotalAmt |
| Tax Based On Investment Income | $115,342 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $94,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $21,342 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | WWW.PRICEFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7326945413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOODBRIDGE CENTER DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070951191 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| AL OSBORNE JR PHD | ||||||||
| 10250 CONSTELLATION BLVD | LOS ANGELES | CA | 90067 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| BONNIE VITTI | ||||||||
| 10250 CONSTELLATION BLVD | LOS ANGELES | CA | 90067 | PRESIDENT & TRUSTEE | 2.0 | $0 | $0 | $0 |
| GEORGE ASCH | ||||||||
| 10250 CONSTELLATION BLVD | LOS ANGELES | CA | 90067 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BESSEMER TRUST | |||||
| 100 WOODBRIDGE CENTER DRIVE | WOODBRIDGE | NJ | 070951191 | INV ADVISORY/Mgmt | $360,621 |
| CECILIA SOLORZANO | |||||
| 700 CALLE DE ARBOLES | REDONDO BEACH | CA | 90277 | ADMIN. Support | $68,865 |
| Katten | |||||
| 515 South Flower Street | LOS ANGELES | CA | 900712212 | Legal | $77,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,627,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,035,063 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,734,228 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $86,396,493 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $86,396,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,295,947 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $85,100,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,255,027 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,255,027 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $115,342 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $115,342 | TotalTaxAmt |
| Distributable Before Adj | $4,139,685 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,139,685 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,139,685 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,986,602 | 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 | $3,986,602 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,986,602 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,139,685 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,700,504 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,986,602 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,700,504 | AppliedToYear1Amt |
| Applied To Current Year | $286,098 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $3,853,587 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A HOME WITHIN | |||||||||||||
| 195 41ST STREET 11172 | OAKLAND | CA | 946119991 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| ACCESS AFTERSCHOOL | |||||||||||||
| PO BOX 819 | CARBONDALE | CO | 81623 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ADAT ARI EL LABOWE FAMILY DAY SCHOOL | |||||||||||||
| 12020 BURBANK BOULEVARD | VALLEY VILLAGE | CA | 916072098 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| AIDS PROJECT LOS ANGELES | |||||||||||||
| 611 S KINGSLEY DRIVE | LOS ANGELES | CA | 90005 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| AMERICAN CORPORATION OF THE ARTS | |||||||||||||
| 6233 Hollywood Boulevard | LOS ANGELES | CA | 90028 | NONE | PC | General Operating Support | $12,000 | ||||||
| AMERICAN FRIENDS OF SHAARE ZEDEK MEDICAL | |||||||||||||
| 55 W 39th St Fl 4 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ANGEL CITY SPORTS | |||||||||||||
| 2355 WESTWOOD BOULEVARD 1139 | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||||
| ANTI-DEFAMATION LEAGUE PACIFIC SOUTHWEST | |||||||||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ASPEN HALL OF FAME | |||||||||||||
| PO BOX 510 | ASPEN | CO | 81612 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| ASPEN HISTORICAL SOCIETY | |||||||||||||
| 620 W BLEEKER STREET | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| ASPEN HOMELESS SHELTER | |||||||||||||
| 405 CASTLE CREEK ROAD | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | SUITE 16 | |||||
| ASPEN MUSIC FESTIVAL & SCHOOL | |||||||||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $70,560 | ||||||
| ASPEN VALLEY SKI-SNOWBOARD CLUB INC | |||||||||||||
| 300 AVSC DRIVE | ASPEN | CO | 81611 | NONE | PC | General operating support | $10,000 | ||||||
| ASPEN YOUTH CENTER | |||||||||||||
| PO BOX 8266 | ASPEN | CO | 81612 | NONE | PC | General operating support | $10,000 | ||||||
| AVENUES TO INDEPENDENCE | |||||||||||||
| PO BOX 12675 | DENVER | CO | 80212 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 | ||||||
| BESSIE'S HOPE | |||||||||||||
| 1761 N Ogden St | DENVER | CO | 80218 | NONE | PC | General Operating Support | $5,000 | ||||||
| BISHOP GARCIA DIEGO HIGH SCHOOL | |||||||||||||
| 4000 LA COLINA ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | General operating support | $19,400 | ||||||
| BRIDGING BIONICS FOUNDATION | |||||||||||||
| PO BOX 3767 | BASALT | CO | 81621 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| CARNEGIE HALL CORPORATION | |||||||||||||
| 881 SEVENTH AVE | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| CEDARS-SINAI MEDICAL CENTER | |||||||||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 900480750 | NONE | PC | General operating support | $40,000 | SUITE 2416 | |||||
| CENTER THEATRE GROUP | |||||||||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | NONE | PC | General operating support | $305,000 | ||||||
| CONCUSSION LEGACY FOUNDATION | |||||||||||||
| 361 NEWBURY ST 5TH FLOOR | BOSTON | MA | 02115 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||||
| CYSTIC FIBROSIS CANADA | |||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | 2323 YONGE STREET SUITE 800 | TORONTO | ONTARIO | CA | M4P 2C9 | |||||
| DE TOLEDO HIGH SCHOOL | |||||||||||||
| 22622 VANOWEN STREET | WEST HILLS | CA | 91307 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| DENVER RESCUE MISSION | |||||||||||||
| PO BOX 5206 | DENVER | CO | 802175206 | NONE | PC | General operating support | $25,000 | ||||||
| DEPAUW UNIVERSITY | |||||||||||||
| 204 E SEMINARY | GREENCASTLE | IN | 461350037 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| ENGLISH IN ACTION | |||||||||||||
| PO BOX 4856 | BASALT | CO | 81621 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | NONE | PC | General operating support | $5,000 | ||||||
| EXPONENT PHILANTHROPY | |||||||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $430 | ||||||
| FEEDING AMERICA | |||||||||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING SUPPORT | $270,000 | SUITE 700 | |||||
| FOOD BANK FOR NEW YORK CITY | |||||||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| FOOD BANK OF THE ROCKIES | |||||||||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80329 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | ||||||
| FRESH START SURGICAL GIFTS | |||||||||||||
| 2011 PALOMAR AIRPORT ROAD | CARLSBAD | CA | 92011 | NONE | PC | General operating support | $10,000 | SUITE 206 | |||||
| FRIENDS OF GOLF | |||||||||||||
| 9854 NATIONAL BLVD 340 | LOS ANGELES | CA | 90034 | NONE | PC | General operating support | $1,500 | ||||||
| GLAAACC | |||||||||||||
| 5120 GOLDLEAF CIRCLE STE 230 | LOS ANGELES | CA | 90056 | NONE | PC | General operating support | $10,000 | ||||||
| GRANDPARENTS AS PARENTS INC | |||||||||||||
| 2247 WESTERN AVENUE | KNOXVILLE | TN | 37921 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| GRIFFIN EDUCATION SOLUTIONS | |||||||||||||
| 1227 FLANDERS RD | LA CANADA FLT | CA | 910112222 | NONE | PC | General operating support | $4,500 | ||||||
| HARVARD-WESTLAKE SCHOOL | |||||||||||||
| 700 N FARING ROAD | LOS ANGELES | CA | 90077 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | ||||||
| HENRY STREET SETTLEMENT | |||||||||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | NONE | PC | General operating support | $2,500 | ||||||
| HOPE HOUSE OF COLORADO | |||||||||||||
| 6475 BENTON ST SUITE A | ARVADA | CO | 80003 | NONE | PC | General operating support | $15,000 | ||||||
| INDEPENDENCE PASS FOUNDATION | |||||||||||||
| PO BOX 1700 | ASPEN | CO | 81612 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | ||||||
| INTERCAMBIO DE COMMUNIDADES | |||||||||||||
| 4735 WALNUT ST | BOULDER | CO | 80301 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | SUITE B | |||||
| JEWISH BIG BROTHERS BIG SISTERS OF LA | |||||||||||||
| 11150 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL OPERATING SUPPORT | $11,000 | SUITE 900 | |||||
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||||||||
| 80 MAIN STREET | WEST ORANGE | NJ | 07052 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | SUITE 380 | |||||
| LARADON | |||||||||||||
| 5100 LINCOLN STREET | DENVER | CO | 80216 | NONE | PC | General operating support | $10,000 | ||||||
| LENOX HILL HOSPITAL | |||||||||||||
| 100 EAST 77TH STREET | NEW YORK | NY | 10075 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| LEO BAECK TEMPLE | |||||||||||||
| 1300 NORTH SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL OPERATING SUPPORT | $132,500 | ||||||
| LIFT-UP | |||||||||||||
| 41 10TH AVENUE N | HOPKINS | MN | 55343 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||||||||
| 70 LINCOLN CENTTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | 9TH FLOOR | |||||
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| LOS ANGELES JEWISH HOME FOR THE AGING | |||||||||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| LOS ANGELES OPERA | |||||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | General operating support | $35,000 | ||||||
| LOS ANGELES POLICE MEMORIAL FOUNDATION | |||||||||||||
| 1880 ACADEMY DRIVE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||||
| LOS ANGELES REGIONAL FOODBANK | |||||||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | ||||||
| MEALS ON WHEELS OF WEST LOS ANGELES | |||||||||||||
| PO BOX 241576 | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| MEDIC MOBILE INC | |||||||||||||
| 2443 FILLMORE STREET 380-8233 | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| MOUNTAIN RESCUE ASPEN INC | |||||||||||||
| 37925 HIGHWAY 82 | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| MUSIC CENTER | |||||||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING SUPPORT | $10,800 | ||||||
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||||||||
| 1667 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | General operating support | $1,000 | SUITE 550 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | 11TH FLOOR | |||||
| NEW YORK HISTORICAL SOCIETY | |||||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| NEW YORK PRESBYTERIAN FUND INC | |||||||||||||
| 525 E 68TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| OAKWOOD SCHOOL | |||||||||||||
| 11600 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 916013015 | NONE | PC | GENERAL OPERATING SUPPORT | $410,100 | ||||||
| PITKIN COUNTY LIBRARY | |||||||||||||
| 120 N MILL ST | ASPEN | CO | 81611 | NONE | PC | GENERALOPERATING SUPPORT | $3,000 | ||||||
| PLANNED PARENTHOOD - ROCKY MOUNTAIN | |||||||||||||
| 7155 E 38TH AVENUE | DENVER | CO | 80207 | NONE | PC | General operating support | $5,000 | ||||||
| PLANNED PARENTHOOD LOS ANGELES | |||||||||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| PLANNED PARENTHOOD OF NEW YORK CITY | |||||||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | 6TH FLOOR | |||||
| POPULATION CONNECTION | |||||||||||||
| 2120 L STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | SUITE 500 | |||||
| REGENTS OF THE UNIVERSITY OF COLORADO | |||||||||||||
| 1800 GRANT ST | DENVER | CO | 80203 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | UNIT 800 | |||||
| RESPONSE - HELP FOR BATTERED WOMEN | |||||||||||||
| 405 CASTLE CREEK ROAD | ASPEN | CO | 81612 | NONE | PC | GENERAL OPERATING SUPPORT | $12,000 | SUITE 203 | |||||
| RIVIERA HALL LUTHERAN SCHOOL | |||||||||||||
| 330 PALOS VERDES BLVD | REDONDO BEACH | CA | 90277 | NONE | PC | GENERAL OPERATING SUPPORT | $33,500 | ||||||
| ROCKY MOUNTAIN PBS - KRMA CHANNEL 6 | |||||||||||||
| 2101 ARAPAHOE STREET | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| ROWLA | |||||||||||||
| 629 ALTA AVE | SANTA MONICA | CA | 90402 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||||
| SABAN COMMUNITY CLINIC | |||||||||||||
| 8405 BEVERLY BOULEVARD | LOS ABGELES | CA | 900483476 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| SACRAMENTO FOOD BANK & FAMILY SERVICES | |||||||||||||
| 3333 THIRD AVENUE | SACRAMENTO | CA | 95817 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| SAFEHOUSE DENVER INC | |||||||||||||
| 1649 DOWNING STREET | DENVER | CO | 80218 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| SAFEHOUSE PROGRESSIVE ALLIANCE | |||||||||||||
| 835 NORTH STREET | BOULDER | CO | 80304 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| SCHOOL ON WHEELS | |||||||||||||
| PO BOX 23371 | VENTURA | CA | 93002 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| SEA SHEPHERD AUSTRALIA | |||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | 2 ANN STREET PO BOX 1215 | WILLIAMSTOWN | VICTORIA | AS | 3016 | |||||
| SHINING STARS FOUNDATION | |||||||||||||
| PO BOX 730 | TABERNASH | CO | 80478 | NONE | PC | General operating support | $5,000 | ||||||
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||||||||
| 345 HUDSON ST | NEW YORK | NY | 10014 | NONE | PC | General Operating Support | $10,000 | ||||||
| SOUTHERN POVERTY LAW CENTER | |||||||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | General Operating Support | $50,000 | ||||||
| SWIPE OUT HUNGER | |||||||||||||
| 800 Wilshire Blvd Ste 200 | LOS ANGELES | CA | 90017 | NONE | PC | General Operating Support | $5,000 | ||||||
| TEMPLE BETH HILLEL | |||||||||||||
| 2164 Ralph Ave | BROOKLYN | NY | 11234 | NONE | PC | General Operating Support | $50,000 | ||||||
| THE BUDDY PROGRAM INC | |||||||||||||
| 110 E Hallam St Ste 125 | ASPEN | CO | 81611 | NONE | PC | General Operating Support | $20,000 | ||||||
| THE CHILDREN'S AID SOCIETY | |||||||||||||
| 105 E 22nd St | NEW YORK | NY | 10010 | NONE | PC | General Operating Support | $3,000 | ||||||
| THE COLUMBIA COLLEGE FUND | |||||||||||||
| 1130 Amsterdam Avenue | NEW YORK | NY | 10027 | NONE | PC | General Operating Support | $5,000 | ||||||
| THE ISEF FOUNDATION | |||||||||||||
| 520 8th Ave 4th Fl | NEW YORK | NY | 10018 | NONE | PC | General operating support | $50,000 | ||||||
| THE JEWISH FEDERATION OF GREATER LA | |||||||||||||
| 6505 Wilshire Blvd | LOS ANGELES | CA | 90048 | NONE | PC | General Operating Support | $225,000 | ||||||
| THE MUSIC CENTER | |||||||||||||
| 4720 5th Ave | BROOKLYN | NY | 11220 | NONE | PC | General operating support | $1,500 | ||||||
| THE PEOPLE CONCERN | |||||||||||||
| 2116 Arlington Ave Ste 100 | LOS ANGELES | CA | 90018 | NONE | PC | General operating support | $15,000 | ||||||
| THE SALVATION ARMY SOUTHERN CA | |||||||||||||
| 801 W Colton Ave | REDLANDS | CA | 92374 | NONE | PC | General operating support | $10,000 | ||||||
| THE UCLA FOUNDATION | |||||||||||||
| 10889 Wilshire Boulevard Suite 110 | LOS ANGELES | CA | 90024 | NONE | PC | General operating support | $600,000 | ||||||
| UCLA BOOTCAMP FOR VETERANS | |||||||||||||
| 308 Westwood Plz Ste 132 | LOS ANGELES | CA | 90095 | NONE | PC | General operating support | $25,000 | ||||||
| UCLA FELLOWSHIP SUPPORT | |||||||||||||
| 1285 Franz Hall | LOS ANGELES | CA | 90095 | NONE | PC | General operating support | $10,650 | ||||||
| UCLA FOUNDATION | |||||||||||||
| PO Box 7145 | Pasadena | CA | 91109 | NONE | PC | General Operating Support | $100,000 | ||||||
| UCLA JONSSON CANCER CENTER FOUNDATION | |||||||||||||
| 700 TIVERTON AVE 8-950 | LOS ANGELES | CA | 90095 | NONE | PC | General operating support | $2,500 | ||||||
| UNION STATION HOMELESS SERVICES | |||||||||||||
| 825 E Orange Grove Blvd | PASADENA | CA | 91104 | NONE | PC | General Operating Support | $10,000 | ||||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | |||||||||||||
| 200 South Manchester Avenue Ste 11 | ORANGE | CA | 92868 | NONE | PC | General operating support | $5,000 | ||||||
| UNIVERSITY OF COLORADO FOUNDATION | |||||||||||||
| 4740 Walnut St | BOULDER | CO | 80301 | NONE | PC | General operating support | $5,000 | ||||||
| UNIVERSITY OF COLORADOGUARDIAN SCHOLARS | |||||||||||||
| 4740 Walnut St | BOULDER | CO | 80301 | NONE | PC | General operating support | $20,000 | ||||||
| VISITING NURSE ASSOCIATION AND HOSPICE | |||||||||||||
| 1630 E 15th St | BROOKLYN | NY | 11229 | NONE | PC | General Operating Support | $10,000 | ||||||
| VOLUNTEERS OF AMERICA COLORADO BRANCH | |||||||||||||
| 2660 Larimer St | DENVER | CO | 80205 | NONE | PC | General operating support | $40,000 | ||||||
| WOMEN FOUNDERS FOUNDATION | |||||||||||||
| 10889 Wilshire Boulevard | LOS ANGELES | CA | 90024 | NONE | PC | General Operating Support | $10,000 | ||||||
| WORKSHOP IN BUSINESS OPPORTUNITIES | |||||||||||||
| 411 Lafayette St 6th Floor | NEW YORK | NY | 10003 | NONE | PC | General Operating Support | $50,000 | ||||||
| DENVER CHILDREN'S ADVOCACY CENTER | |||||||||||||
| 2149 FEDERAL BLVD | DENVER | CO | 80211 | NONE | PC | General Operating Support | $5,000 | ||||||
| REVERSAL OF GRANT BCBS OF MASS FOUNDATION | |||||||||||||
| 401 Park Dr Ste 14 | BOSTON | MA | 02215 | NONE | PC | General operating support | -$20,000 | ||||||
| REVERSAL OF GRANT HENRY J KAISER FAMILY FOUND | |||||||||||||
| 1330 G St NW | WASHINGTON | DC | 20005 | NONE | PC | General operating support | -$20,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,591,940 | TotalGrantOrContriPdDurYrAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $169,392 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,132,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $42,874 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $555,005 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,995,868 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| FEDERAL EXCISE TAX REFUND | $25,731 |
| STATE TAX REFUND | $2,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $42,874 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,852,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,731 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,923,300 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CROWE LLP | CategoryTxt |
| Amt | $12,700 | Amt |
| Net Investment Income | $1,270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,430 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| BESSEMER TRUST |
| INV ADVISORY/Mgmt |
| CECILIA SOLORZANO |
| Administrative Support |
| Katten |
| Legal |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (52 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CHASE CO | $102,222 | $113,181 |
| ABBVIE INC | $106,981 | $108,991 |
| AMERICAN HONDA FINANCE | $110,119 | $111,315 |
| ANALOG DEVICES INC | $107,361 | $108,446 |
| ANTHEM INC | $97,216 | $103,737 |
| BANK OF AMERICA CORP | $103,931 | $110,150 |
| BURLINGTON NORTH SANTA FE | $89,977 | $90,714 |
| CHURCH & DWIGHT CO INC | $109,647 | $109,323 |
| CITIGROUP INC | $116,197 | $130,815 |
| COCA-COLA CO | $107,651 | $108,952 |
| COMCAST CORP | $124,397 | $124,679 |
| CONSTELLATION BRANDS INC | $109,258 | $109,233 |
| D.R. HORTON INC | $109,670 | $110,693 |
| ELECTRONIC ARTS INC | $88,955 | $101,066 |
| ENERGY TRANSFER OPERATING | $109,380 | $112,296 |
| ESTEE LAUDER CO INC | $109,813 | $110,305 |
| FLORIDA POWER & LIGHT CO | $81,230 | $83,761 |
| GENERAL DYNAMICS CORP | $109,858 | $111,060 |
| GEORGIA POWER CO | $95,339 | $95,302 |
| GOLDMAN SACHS GROUP INC | $58,851 | $59,241 |
| GOLDMAN SACHSGRP INC FRN | $57,163 | $57,551 |
| HCA INC | $109,909 | $112,498 |
| HP ENTERPRISE CO | $106,123 | $109,034 |
| KIMBERLY-CLARK CORP | $95,326 | $96,286 |
| MCDONALD'S CORP | $109,073 | $111,247 |
| MONDALEZ INTERNATIONAL | $110,052 | $110,494 |
| INTL LEASE FINANCE CORP | $0 | $0 |
| MORGAN STANLEY | $112,629 | $122,839 |
| OMNICOM GROUP INC | $98,928 | $111,590 |
| PAYPAL HOLDINGS INC | $107,725 | $109,818 |
| QUALCOMM INC | $109,207 | $113,149 |
| ROPER TECHNOLOGIES INC | $109,890 | $111,438 |
| SALESFORCE.COM INC | $89,759 | $90,553 |
| SAN DIEGO G & E | $91,679 | $91,273 |
| SOUTHWEST AIRLINES CO | $111,628 | $112,944 |
| STARBUCKS CORP | $0 | $0 |
| SUNOCO LOGISTICS PARTNER | $110,734 | $110,650 |
| TOYOTA MOTOR CREDIT CORP | $110,474 | $112,894 |
| TYSON FOOD INC | $110,383 | $111,134 |
| VALERO ENERGY CORP | $110,188 | $110,711 |
| VERIZON COMMUNICATIONS | $95,111 | $93,627 |
| VISA INC | $109,988 | $111,465 |
| WILLIAMS COMPANIES INC | $110,847 | $111,233 |
| MARRIOTT INTERNATIONAL | $0 | $0 |
| SHELL INTERNATIONAL FIN | $105,658 | $112,927 |
| CANADIAN IMPERIAL BANK | $107,844 | $108,072 |
| BALTIMORE GAS & ELECTRIC | $71,680 | $71,322 |
| BURLINGTN NORTH SANTA FE | $72,993 | $72,691 |
| CATERPILLAR FINL SERVICE | $75,713 | $75,708 |
| GENERAL DYNAMICS CORP | $76,017 | $75,723 |
| ORACLE CORP SR GLBL NT | $72,033 | $71,854 |
| MITSUBISHI UFJ FIN CORP | $72,592 | $72,336 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR S&P MIDCAP 400 | $7,346,994 | $9,254,335 |
| ISHARES TR S&P 500 INDEX | $41,184,879 | $57,017,236 |
| ISHARES EDGE MSCI MIN VOL | $0 | $0 |
| ISHARES S&P SN CAP 600 INDEX | $3,326,398 | $4,049,757 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,278,579 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,441,686 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CARLYLE REALTY PARTNERS VII, | $213,540 | $372,474 |
| COMMONFUND CAPITAL INT'L PRIVA | $219,985 | $193,511 |
| COMMONFUND PRIVATE EQUITY PART | $352,418 | $1,049,406 |
| COMMONFUND NAT. RES VII | $258,271 | $202,151 |
| COMMONFUND NAT RES. VIII | $1,726,705 | $970,364 |
| LANDMARK EQUITY PARTNER XV | $375,529 | $519,381 |
| LEGACY VENTURE | $667,054 | $2,677,029 |
| PARK STREET CAP NAT RES FUND V | $564,368 | $503,875 |
| WELSH CARSON ANDERSON & STOWE | $1,255,751 | $2,178,963 |
| ELLIOTT INTERNATIONAL LIMITED | $0 | $0 |
| ETON PARK OVERSEAS FUND | $888 | $888 |
| GEM REALTY FUND VI, LP | $346,856 | $416,926 |
| OHA STRATEGIC CREDIT FUND II | $664,419 | $687,963 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KATTEN | CategoryTxt |
| Legal Fees | $77,320 | LegalFeesAmt |
| Net Investment Income | $7,732 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $69,588 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASES | Desc |
| Amt | $255,354 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1: INVESTMENT INTEREST EXP | $8,169 | $8,169 | |
| K-1: OTHER DEDUCTIONS | $207,647 | $202,324 | $5,323 |
| ADMINISTRATIVE EXPENSES | $36,646 | $3,972 | $32,674 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 PASS-THROUGH INCOME | $185,319 | $185,319 |
| OTHER INCOME - PFIC (FROM K-1) | $412,560 | $412,560 |
| Federal excise tax refund | $25,731 | |
| State tax refund | $2,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ONLINE GRANTS MANAGEMENT | $3,250 | $3,250 | |
| INVESTMENT MANAGEMENT FEES | $223,120 | $223,120 | |
| MANAGEMENT FEES | $140,313 | $123,750 | $16,563 |
| ADMINSTRATIVE SUPPORT | $68,865 | $61,978 | $6,887 |
| OTHER PROFESSIONAL FEES | $49,992 | $44,993 | $4,999 |
| CUSTODY SERVICE FEES | $4,240 | $4,240 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXCISE TAX | $23,037 | ||
| K-1: FOREIGN TAXES | $5,851 | $5,851 | |
| STATE TAXES | $487 | $487 |
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