DURFEE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DURFEE FOUNDATION (EIN 95-4856207)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202113169349103646
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets 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 | 2021-11-12T14:38:01-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812737245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOPEZ ACCOUNTING GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 WEST OLIVE AVENUE SUITE 680 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | 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 | 954856207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DURFEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DURF | BusinessNameControlTxt |
| Phone | 3108995120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER ST NO 560 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE PEEPS | PersonNm |
| Person Title | EXEC. DIRECTOR | PersonTitleTxt |
| Phone | 3108995120 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLAIRE | PersonFirstNm |
| Person Last | PEEPS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUAN P LOPEZ CPA | PreparerPersonNm |
| PTIN | P01367411 | PTIN |
| Phone | 8188407075 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $61,164,799 | 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 | $158 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $158 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,182 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,182 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,290,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,903,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,290,186 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $888,242 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $888,214 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,294,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,294,740 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $401,687 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,343 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $340,882 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $127,678 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,611 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $113,869 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $140,191 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,514 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $111,580 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,486 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $38,237 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,249 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $190,686 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,996 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,190 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $7 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $7 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $133,745 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,771 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $70,166 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $64,044 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,949 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,949 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $228,721 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $227,978 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,365,087 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $267,701 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $896,748 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,473,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,872,782 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,838,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $267,701 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,769,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,456,804 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,027,039 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $409,006 | CashBOYAmt |
| Cash EOY | $73,571 | CashEOYAmt |
| Cash EOYFMV | $73,571 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $240,481 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $179,026 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $179,026 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $15,707 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $16,042 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,042 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,854,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,272,343 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,272,343 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,111,995 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,211,587 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,211,587 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $40,857,919 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $55,051,368 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $55,051,368 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $207,013 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $99,134 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $116,197 | LandBOYAmt |
| Land EOY | $107,879 | LandEOYAmt |
| Land EOYFMV | $107,879 | LandEOYFMVAmt |
| Other Assets BOY | $1,160,167 | OtherAssetsBOYAmt |
| Other Assets EOY | $252,983 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $252,983 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,765,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,164,799 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,164,799 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $134,606 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $132,218 | AccountsPayableEOYAmt |
| Grants Payable BOY | $835,506 | GrantsPayableBOYAmt |
| Grants Payable EOY | $434,697 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $87,029 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $119,184 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,057,141 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $686,099 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $53,708,584 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $60,478,700 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,708,584 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,478,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,765,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,164,799 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,708,584 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,456,804 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,313,312 | OtherIncreasesAmt |
| Subtotal | $60,478,700 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,478,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $11,619,679 | $9,613,329 | $2,006,350 | $2,006,350 | |
| ALTERNATIVE INVESTMENTS | $4,110,301 | $4,110,301 | $4,110,301 | P | |
| CAPITAL GAINS DIVIDENDS | $173,535 | $173,535 | $173,535 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,290,186 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $97,676 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $97,676 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $97,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,652 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $90,652 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,024 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | HTTPS://DURFEE.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAIRE PEEPS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108995120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER ST NO 560 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | 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 | 0 | BusinessHoldingsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLINE D AVERY | ||||||||
| 700 S FLOWER ST SUITE 560 | LOS ANGELES | CA | 90017 | PRESIDENT | 32.00 | $138,382 | $26,000 | $0 |
| JONATHAN NEWKIRK | ||||||||
| 700 S FLOWER ST SUITE 560 | LOS ANGELES | CA | 90017 | VICE PRESIDENT AND TREASURER | 2.00 | $5,000 | $0 | $0 |
| DIANA MCKEE | ||||||||
| 700 S FLOWER ST SUITE 560 | LOS ANGELES | CA | 90017 | SECRETARY | 2.00 | $5,000 | $0 | $0 |
| CHRISTOPHER AVERY | ||||||||
| 700 S FLOWER ST SUITE 560 | LOS ANGELES | CA | 90017 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| HALINA AVERY | ||||||||
| 700 S FLOWER ST SUITE 560 | LOS ANGELES | CA | 90017 | TRUSTEE | 2.00 | $6,250 | $0 | $0 |
| MICHAEL NEWKIRK | ||||||||
| 700 S FLOWER ST SUITE 560 | LOS ANGELES | CA | 90017 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| PAULA DANIELS | ||||||||
| 700 S FLOWER ST SUITE 560 | LOS ANGELES | CA | 90017 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| THEODORE AVERY | ||||||||
| 700 S FLOWER ST SUITE 560 | LOS ANGELES | CA | 90017 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| VERA DEVERA | ||||||||
| 700 S FLOWER ST SUITE 560 | LOS ANGELES | CA | 90017 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| CLAIRE PEEPS | ||||||||
| 700 S FLOWER ST SUITE 560 | LOS ANGELES | CA | 90017 | EXECUTIVE DIRECTOR | 40.00 | $222,055 | $26,000 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| STELLA CHUNG | ||||||||
| 700 S FLOWER ST SUITE 560 | LOS ANGELES | CA | 90017 | PROGRAM MANAGER | 40.00 | $62,125 | $11,183 | $0 |
| MARY CRUZ | ||||||||
| 700 S FLOWER ST SUITE 560 | LOS ANGELES | CA | 90017 | PROGRAM MANAGER | 40.00 | $62,125 | $7,155 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGELES INVESTMENT ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 SANTA MONICA BLVD SUITE 650 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $172,876 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SPRINGBOARD PROGRAMS - BRAIN TRUST MEETINGS AND MENTORING FEES. | Description1Txt |
| Expenses1 | $60,179 | Expenses1Amt |
| Description2 | COURAGE TO LEAD - PROVIDES LEADERSHIP TRAINING, NURTURING AND RENEWAL FOR NONPROFIT EXECUTIVE LEADERS THROUGH A YEAR-LONG PROGRAM THAT CONSISTS OF QUARTERLY RETREATS. | Description2Txt |
| Expenses2 | $17,250 | Expenses2Amt |
| Description3 | SABBATICAL - RETREAT, FACILITATOR FEES, AND AWARD CEREMONY. | Description3Txt |
| Expenses3 | $9,713 | Expenses3Amt |
| Description4 | STANTON FELLOWSHIP - RETREAT, QUARTERLY MEETINGS, PROGRAM EVALUATION, AND AWARDS CEREMONY. | Description4Txt |
| Expenses4 | $9,500 | Expenses4Amt |
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 | $52,938,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $497,801 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $376,904 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,812,894 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,812,894 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $807,193 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,005,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,650,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,650,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $97,676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97,676 | TotalTaxAmt |
| Distributable Before Adj | $2,552,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,552,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,552,609 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,769,530 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,769,530 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,769,530 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,552,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $213,214 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $213,214 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,769,530 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,552,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $216,921 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $430,135 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $430,135 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $213,214 | ExcessFromYear2Amt |
| Excess From Current Year | $216,921 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLAIRE PEEPS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER ST SUITE 560 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3108995120 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM - GO TO HTTPS://DURFEE.ORG/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | GO TO HTTPS://DURFEE.ORG/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 18TH STREET ARTS CENTER | ||||||
| 1639 18TH STREET | SANTA MONICA | CA | 90404 | PC | GENERAL OPERATING | $5,000 |
| A NEW WAY OF LIFE RE-ENTRY PROJECT | ||||||
| PO BOX 875288 | LOS ANGELES | CA | 90087 | PC | GENERAL OPERATING | $5,000 |
| A PLACE CALLED HOME | ||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | PC | GENERAL OPERATING | $5,000 |
| A WORLD FIT FOR KIDS | ||||||
| 678 S LAFAYETTE PARK PLACE | LOS ANGELES | CA | 90057 | PC | GENERAL OPERATING | $5,000 |
| ALL PEOPLES COMMUNITY CENTER | ||||||
| 822 EAST 20TH STREET | LOS ANGELES | CA | 90011 | PC | GENERAL OPERATING | $5,000 |
| ARMORY CENTER FOR THE ARTS | ||||||
| 145 N RAYMOND AVE | PASADENA | CA | 91103 | PC | GENERAL OPERATING | $5,000 |
| ARTWORXLA | ||||||
| 1140 N CITRUS AVENUE | LOS ANGELES | CA | 90038 | PC | GENERAL OPERATING | $5,000 |
| ASIAN PACIFIC HEALTH CARE VENTURE INC | ||||||
| 4216 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | PC | GENERAL OPERATING | $5,000 |
| BARRIO ACTION YOUTH & FAMILY CENTER | ||||||
| 4927 HUNTINGTON DRIVE SUITE 200 | LOS ANGELES | CA | 90032 | PC | GENERAL OPERATING | $5,000 |
| BIENESTAR | ||||||
| 5326 E BEVERLY BLVD | LOS ANGELES | CA | 90022 | PC | GENERAL OPERATING | $5,000 |
| CALIFORNIA COMMON CAUSE | ||||||
| 453 S SPRING STREET SUITE 401 | LOS ANGELES | CA | 90013 | PC | GENERAL OPERATING | $5,000 |
| CALNONPROFITS | ||||||
| PO BOX 95010 | CAPITOLA | CA | 95010 | PC | GENERAL OPERATING | $25,000 |
| CDTECH | ||||||
| 520 W 23RD STREET | LOS ANGELES | CA | 90007 | PC | GENERAL OPERATING | $5,000 |
| CENTER FOR NONPROFIT MANAGEMENT | ||||||
| 1000 N ALAMEDA ST SUITE 250 | LOS ANGELES | CA | 90012 | PC | GENERAL OPERATING | $20,000 |
| CENTER FOR THE PACIFIC ASIAN FAMILY | ||||||
| 3424 WILSHIRE BLVD SUITE 1000 | LOS ANGELES | CA | 90010 | PC | GENERAL OPERATING | $5,000 |
| CHILDREN'S LAW CENTER OF CALIFORNIA | ||||||
| 701 CENTRE PLAZA DRIVE | MONTEREY PARK | CA | 91754 | PC | GENERAL OPERATING | $5,000 |
| CLIMATE RESOLVE | ||||||
| 525 S HEWITT STREET | LOS ANGELES | CA | 90013 | PC | GENERAL OPERATING | $5,000 |
| COALITION FOR CLEAN AIR | ||||||
| 800 WILSHIRE BLVD SUITE 1010 | LOS ANGELES | CA | 90017 | PC | GENERAL OPERATING | $5,000 |
| COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT | ||||||
| 3101 S GRAND AVENUE | LOS ANGELES | CA | 90007 | PC | STANTON FELLOWSHIP | $67,064 |
| COMMUNITY COALITION | ||||||
| 8101 S VERMONT AVENUE | LOS ANGELES | CA | 90044 | PC | STANTON FELLOWSHIP | $44,954 |
| COMMUNITY CONSERVATION SOLUTIONS | ||||||
| 2554 LINCOLN BLVD | LOS ANGELES | CA | 90291 | PC | GENERAL OPERATING | $5,000 |
| COMMUNITY HEALTH ALLIANCE OF PASADENA | ||||||
| 455 W MONTANA STREET | PASADENA | CA | 91103 | PC | GENERAL OPERATING | $5,000 |
| COMMUNITY PARTNERS | ||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | STANTON FELLOWSHIP | $47,569 |
| COMMUNITY PARTNERS | ||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | GENERAL OPERATING | $58,000 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HWY SUITE 201 | MALIBU | CA | 90265 | PC | SPRINGBOARD FUND | $35,000 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HWY SUITE 201 | MALIBU | CA | 90265 | PC | SPRINGBOARD FUND | $35,000 |
| CROSSROADS INC | ||||||
| PO BOX 15 | CLAREMONT | CA | 91711 | PC | GENERAL OPERATING | $5,000 |
| CULTIVALA | ||||||
| 1723 JAMES WOOD BLVD | LOS ANGELES | CA | 90015 | PC | SPRINGBOARD FUND | $35,000 |
| EARTHWATCH INSTITUTE | ||||||
| 1380 SOLDIERS FIELD ROAD | BOSTON | MA | 02135 | PC | GENERAL OPERATING | $100,000 |
| EAST LOS ANGELES WOMEN'S CENTER | ||||||
| 1431 S ATLANTIC BLVD | LOS ANGELES | CA | 90022 | PC | GENERAL OPERATING | $5,000 |
| EL CENTRO DE AYUDA | ||||||
| 2130 E 1ST STREET SUITE 110 | LOS ANGELES | CA | 90033 | PC | GENERAL OPERATING | $5,000 |
| ENGAGE | ||||||
| 240 E VERDUGO AVENUE SUITE 100 | BURBANK | CA | 91502 | PC | GENERAL OPERATING | $5,000 |
| ESPERANZA COMMUNITY HOUSING CORPORATION | ||||||
| 3655 S GRAND AVENUE SUITE 280 | LOS ANGELES | CA | 90007 | PC | GENERAL OPERATING | $5,000 |
| ETTA ISRAEL CENTER | ||||||
| 5023 BLUEBELL AVENUE | VALLEY VILLAGE | CA | 91607 | PC | GENERAL OPERATING | $5,000 |
| EXED | ||||||
| 11858 LAGRANGE AVENUE 2ND FLOOR | LOS ANGELES | CA | 90025 | PC | GENERAL OPERATING | $5,000 |
| FRACTURED ATLAS | ||||||
| 228 PARK AVENUE S NO 56651 | NEW YORK | NY | 10003 | PC | STANTON FELLOWSHIP | $60,000 |
| HEART OF LOS ANGELES | ||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | PC | GENERAL OPERATING | $5,000 |
| HOMEBOY INDUSTRIES | ||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | PC | GENERAL OPERATING | $5,000 |
| INCLUSIVE ACTIOIN FOR THE CITY | ||||||
| 2900 E CESAR CHAVEZ AVENUE | LOS ANGELES | CA | 90033 | PC | PILOT PROGRAM | $30,000 |
| INNER CITY LAW CENTER | ||||||
| 1309 E SEVENTH STREET | LOS ANGELES | CA | 90021 | PC | GENERAL OPERATING | $5,000 |
| INNERCITY STRUGGLE | ||||||
| 530 SOUTH BOYLE AVENUE | LOS ANGELES | CA | 90033 | PC | GENERAL OPERATING | $5,000 |
| JOBS TO MOVE AMERICA | ||||||
| 525 S HEWITT STREET | LOS ANGELES | CA | 90013 | PC | GENERAL OPERATING | $5,000 |
| JWCH INSTITUTE | ||||||
| 5650 JILLSON STREET | COMMERCE | CA | 90040 | PC | GENERAL OPERATING | $5,000 |
| KOREATOWN YOUTH & COMMUNITY CENTER | ||||||
| 3727 W 6TH STREET SUITE 300 | LOS ANGELES | CA | 90020 | PC | GENERAL OPERATING | $5,000 |
| LA COMPOST | ||||||
| 221 W AVE 45 | LOS ANGELES | CA | 90065 | PC | SPRINGBOARD FUND | $125,000 |
| LA COMPOST | ||||||
| 221 W AVE 45 | LOS ANGELES | CA | 90065 | PC | PILOT PROGRAM | $30,000 |
| LA FAMILY HOUSING | ||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | PC | GENERAL OPERATING | $5,000 |
| LA MAS | ||||||
| 2806 CLEARWATER STREET | LOS ANGELES | CA | 90039 | PC | SPRINGBOARD FUND | $125,000 |
| LA MAS | ||||||
| 2806 CLEARWATER STREET | LOS ANGELES | CA | 90039 | PC | PILOT PROGRAM | $30,000 |
| LEADING FROM WITHIN | ||||||
| PO BOX 806 | SANTA BARBARA | CA | 93102 | PC | GENERAL OPERATING | $10,000 |
| LEGAL AID FOUNDATION OF LOS ANGELES | ||||||
| 1550 WEST 8TH STREET | LOS ANGELES | CA | 90017 | PC | GENERAL OPERATING | $5,000 |
| LIBERTY HILL FOUNDATION | ||||||
| 6420 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90064 | PC | STANTON FELLOWSHIP | $11,357 |
| LIBERTY HILL FOUNDATION | ||||||
| 6420 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90064 | PC | GENERAL OPERATING | $5,000 |
| LOS ANGELES ALIANCE FOR A NEW ECONOMY | ||||||
| 464 LUCAS AVENUE SUITE 202 | LOS ANGELES | CA | 90017 | PC | SPRINGBOARD FUND | $35,000 |
| LOS ANGELES COMMUNITY ACTION NETWORK | ||||||
| 456 S MAIN STREET GROUND FLOOR | LOS ANGELES | CA | 90013 | PC | GENERAL OPERATING | $5,000 |
| LOS ANGELES CONSERVANCY | ||||||
| 523 W SIXTH STREET SUITE 826 | LOS ANGELES | CA | 90014 | PC | GENERAL OPERATING | $5,000 |
| LOST ANGELS CHILDREN'S PROJECT | ||||||
| 45059 TREVOR AVE | LANCASTER | CA | 93534 | PC | SPRINGBOARD FUND | $125,000 |
| MATERNAL & CHILD HEALTH ACCESS | ||||||
| 1111 W 6TH STREET 4TH FLOOR | LOS ANGELES | CA | 90017 | PC | GENERAL OPERATING | $5,000 |
| MAZON | ||||||
| 10495 SANTA MONICA BLVD SUITE 100 | LOS ANGELES | CA | 90025 | PC | GENERAL OPERATING | $5,000 |
| MENTAL HEALTH ADVOCACY SERVICES INC | ||||||
| 3255 WILSHIRE BLVD SUITE 902 | LOS ANGELES | CA | 90010 | PC | GENERAL OPERATING | $5,000 |
| NALEO EDUCATIONAL FUND | ||||||
| 1122 W WASHINGTON BLVD 3RD FLOOR | LOS ANGELES | CA | 90015 | PC | GENERAL OPERATING | $5,000 |
| NATIONAL IMMIGRATION LAW CENTER | ||||||
| 3435 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90010 | PC | STANTON FELLOWSHIP | $11,881 |
| NATIONAL IMMIGRATION LAW CENTER | ||||||
| 3435 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90010 | PC | GENERAL OPERATING | $5,000 |
| NO LIMITS | ||||||
| 9801 WILSHIRE BLVD 2ND FLOOR | CULVER CITY | CA | 90232 | PC | GENERAL OPERATING | $5,000 |
| PEACE OVER VIOLENCE | ||||||
| 1015 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90017 | PC | GENERAL OPERATING | $5,000 |
| PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA | ||||||
| 153 GLENDALE BLVD 1ST FLOOR | LOS ANGELES | CA | 90026 | PC | GENERAL OPERATING | $5,000 |
| PREVENTION INSTITUTE | ||||||
| 4315 LEIMERT BLVD | LOS ANGELES | CA | 90008 | PC | STANTON FELLOWSHIP | $13,671 |
| PREVENTION INSTITUTE | ||||||
| 4315 LEIMERT BLVD | LOS ANGELES | CA | 90008 | PC | GENERAL OPERATING | $5,000 |
| PROJECTQ | ||||||
| 818 N SPRING ST 100 | LOS ANGELES | CA | 90012 | PC | SPRINGBOARD FUND | $70,000 |
| PROYECTO PASTORAL | ||||||
| 135 N MISSION ROAD | LOS ANGELES | CA | 90033 | PC | GENERAL OPERATING | $5,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||
| S545 STUDENT SERVICES BLVD MC 1900 | BERKELEY | CA | 94720 | PC | GENERAL OPERATING | $10,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | PC | GENERAL OPERATING | $5,000 |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS | ||||||
| 23564 CALABASAS SUITE 201 | CALABASAS | CA | 91302 | PC | STANTON FELLOWSHIP | $145,000 |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS | ||||||
| 23564 CALABASAS SUITE 201 | CALABASAS | CA | 91302 | PC | SPRINGBOARD FUND | $70,000 |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS | ||||||
| 23564 CALABASAS SUITE 201 | CALABASAS | CA | 91302 | PC | TRUST-BASED PHILANTHROPY PROJECT | $25,000 |
| ST JOSEPH CENTER | ||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | PC | GENERAL OPERATING | $5,000 |
| STRATEGIC CONCEPTS IN ORGANIZING & POLICY EDUCATION (SCOPE) | ||||||
| 1715 W FLORENCE AVENUE | LOS ANGELES | CA | 90047 | PC | GENERAL OPERATING | $5,000 |
| THE CHILDREN'S CLINIC | ||||||
| 701 E 28TH STREET | LONG BEACH | CA | 90806 | PC | GENERAL OPERATING | $5,000 |
| THE COALITION TO ABOLISH SLAVERY & TRAFFICKING | ||||||
| 3580 WILSHIRE BLVD SUITE 900-37 | LOS ANGELES | CA | 90010 | PC | GENERAL OPERATING | $5,000 |
| THE MAYOR'S FUND FOR LOS ANGELES | ||||||
| 1801 W OLYMPIC BLVD | PASADENA | CA | 91199 | PC | GENERAL OPERATING | $10,000 |
| THE PEOPLE CONCERN | ||||||
| 2116 ARLINGTON AVE SUITE 100 | LOS ANGELES | CA | 90018 | PC | GENERAL OPERATING | $5,000 |
| THE SPECTRUM WORKS | ||||||
| 3579 E FOOTHILL BLVD 220 | PASADENA | CA | 91107 | PC | SPRINGBOARD FUND | $70,000 |
| TSNE MISSIONWORKS | ||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | PC | GENERAL OPERATING | $10,000 |
| UNITED WAY OF GREATER LOS ANGELES | ||||||
| 1150 S OLIVE STREET SUITE T500 | LOS ANGELES | CA | 90015 | PC | STANTON FELLOWSHIP | $38,286 |
| URBAN VOICES PROJECT | ||||||
| 420 S SAN PEDRO STREET SUITE 423 | LOS ANGELES | CA | 90013 | PC | SPRINGBOARD FUND | $35,000 |
| URBAN VOICES PROJECT | ||||||
| 420 S SAN PEDRO STREET SUITE 423 | LOS ANGELES | CA | 90013 | PC | SPRINGBOARD FUND | $35,000 |
| VENICE FAMILY CLINIC | ||||||
| 604 ROSE AVENUE | LOS ANGELES | CA | 90291 | PC | GENERAL OPERATING | $5,000 |
| WESTERN REGION THE ACTORS FUND | ||||||
| 5757 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90036 | PC | GENERAL OPERATING | $5,000 |
| YIDDISHKAYT | ||||||
| 3780 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | GENERAL OPERATING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,872,782 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT | ||||||
| 3101 S GRAND AVENUE | LOS ANGELES | CA | 90007 | PC | STANTON FELLOWSHIP | $42,936 |
| COMMUNITY COALITION | ||||||
| 8101 S VERMONT AVENUE | LOS ANGELES | CA | 90044 | PC | STANTON FELLOWSHIP | $65,046 |
| CULTIVALA | ||||||
| 1723 JAMES WOOD BLVD | LOS ANGELES | CA | 90015 | PC | SPRINGBOARD FUND | $35,000 |
| FRACTURED ATLAS | ||||||
| 228 PARK AVENUE S NO 56651 | NEW YORK | NY | 10003 | PC | STANTON FELLOWSHIP | $50,000 |
| LOS ANGELES ALIANCE FOR A NEW ECONOMY | ||||||
| 464 LUCAS AVENUE SUITE 202 | LOS ANGELES | CA | 90017 | PC | SPRINGBOARD FUND | $35,000 |
| LOST ANGELS CHILDREN'S PROJECT | ||||||
| 45059 TREVOR AVE | LANCASTER | CA | 93534 | PC | SPRINGBOARD FUND | $50,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||
| S545 STUDENT SERVICES BLVD MC 1900 | BERKELEY | CA | 94720 | PC | GENERAL OPERATING | $10,000 |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS | ||||||
| 23564 CALABASAS SUITE 201 | CALABASAS | CA | 91302 | PC | STANTON FELLOWSHIP | $75,000 |
| UNITED WAY OF GREATER LOS ANGELES | ||||||
| 1150 S OLIVE STREET SUITE T500 | LOS ANGELES | CA | 90015 | PC | STANTON FELLOWSHIP | $71,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $434,696 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,182 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $123 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,290,186 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME / (LOSS) | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $28 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $888,214 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $151 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,294,740 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,294,891 | 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 | $42,486 | Amt |
| Net Investment Income | $38,237 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,249 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| WEBSITE | 2016-08-01 | $72,790 | $72,790 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER | 2018-06-06 | $3,295 | $1,043 | SL | 5.000000000000 | $659 | $0 |
| LAPTOP | 2018-06-06 | $1,795 | $568 | SL | 5.000000000000 | $359 | $0 |
| LAPTOP | 2018-06-06 | $1,795 | $568 | SL | 5.000000000000 | $359 | $0 |
| FURNITURE | 2018-12-31 | $42,024 | $6,003 | SL | 7.000000000000 | $6,003 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-12-31 | $80,862 | $5,391 | SL | 15.000000000000 | $5,391 | $0 |
| COMPUTER | 2020-12-19 | $4,452 | SL | 5.000000000000 | $0 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ALTERNATIVE INVESTMENTS | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $123 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $2,211,587 | EOYBookValueAmt |
| EOYFMV | $2,211,587 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $3,272,343 | EOYBookValueAmt |
| EOYFMV | $3,272,343 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $55,051,368 | BookValueAmt |
| EOYFMV | $55,051,368 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| WEBSITE | $72,790 | $72,790 | $0 |
| COMPUTER | $3,295 | $1,702 | $1,593 |
| LAPTOP | $1,795 | $927 | $868 |
| LAPTOP | $1,795 | $927 | $868 |
| FURNITURE | $42,024 | $12,006 | $30,018 |
| LEASEHOLD IMPROVEMENTS | $80,862 | $10,782 | $70,080 |
| COMPUTER | $4,452 | $0 | $4,452 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REDEMPTION RECEIVABLE | Desc |
| BOY Book Value | $1,160,167 | BOYBookValueAmt |
| EOY Book Value | $252,983 | EOYBookValueAmt |
| EOYFMV | $252,983 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DIRECT CHARITABLE EXPENSES | $191,894 | $0 | $191,174 |
| INSURANCE | $8,926 | $0 | $8,926 |
| MISCELLANEOUS | $1,207 | $0 | $1,207 |
| OFFICE EXPENSE | $8,394 | $0 | $8,395 |
| PARKING | $1,871 | $0 | $1,847 |
| POSTAGE | $570 | $0 | $570 |
| PROFESSIONAL DEVELOPMENT | $9,649 | $0 | $9,649 |
| TELEPHONE | $6,210 | $0 | $6,210 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME / (LOSS) | Desc |
| Revenue And Expenses Per Books | $888,242 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $888,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $888,242 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON SECURITIES | Desc |
| Amt | $2,313,312 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES | Desc |
| BOY Book Value | $87,029 | BOYBookValueAmt |
| EOY Book Value | $119,184 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $172,996 | $172,996 | $0 |
| PAYROLL SERVICE | $2,163 | $0 | $2,163 |
| TECHNICAL SUPPORT | $4,282 | $0 | $4,282 |
| WEBSITE MAINTENANCE | $11,245 | $0 | $10,745 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $133,745 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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