CGLC CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CGLC CHARITABLE TR (EIN 27-6565175)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-30
- IRS object ID
- 202121819349100307
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-30T08:06:02-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 276565175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CGLC Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CGLC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE C ROSENBLOOM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DALE C | PersonFirstNm |
| Person Last | ROSENBLOOM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $3,831,873 | 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 |
| Interest On Sav Rev And Expnss | $2,352 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,352 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,189 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,187 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,837,748 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,187 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $91,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,728 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $84,574 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,574 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $60,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,592 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $21,832 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $21,832 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $122,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,832 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $820,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $820,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $943,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $902,332 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$851,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,154 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $198,393 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $503,981 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $503,981 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,958,957 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,801,599 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,327,892 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,157,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,305,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,831,873 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,157,350 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,305,580 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,157,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,305,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,157,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,305,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,157,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$851,770 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,305,580 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,305,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,837,748 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,814,561 | CostOrOtherBasisAmt |
| Gain Or Loss | $23,187 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $23,187 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,187 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $933 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $933 | SubtotalAmt |
| Tax Based On Investment Income | $933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,555 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $9,555 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,622 | OverpaymentAmt |
| Applied To ES Tax | $1,000 | AppliedToESTaxAmt |
| Refund | $7,622 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dale C Rosenbloom | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rupa Balasubramanian | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 Amherst Ave 304 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Philanthropic | ServiceTypeTxt |
| Compensation | $60,000 | CompensationAmt |
| 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 | $3,352,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $404,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,756,880 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,756,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,700,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $185,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $185,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $933 | TotalTaxAmt |
| Distributable Before Adj | $184,093 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $184,093 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $184,093 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $902,332 | 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 | $902,332 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $902,332 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,093 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $647,961 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $742,669 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $271,096 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $647,073 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $829,606 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,138,405 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $902,332 | QualifyingDistributionsAmt |
| Applied To Current Year | $184,093 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $718,239 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,856,644 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $647,961 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,208,683 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $742,669 | ExcessFromYear4Amt |
| Excess From Year3 | $271,096 | ExcessFromYear3Amt |
| Excess From Year2 | $647,073 | ExcessFromYear2Amt |
| Excess From Year1 | $829,606 | ExcessFromYear1Amt |
| Excess From Current Year | $718,239 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHA FOUNDATION INC | |||||||
| 130 7TH AVE STE 236 | NEW YORK | NY | 10011 | N/A | PC | Educating legislators regarding laws banning female genital mutilation | $10,000 |
| ALLIES FOR EVERY CHILD INC | |||||||
| 5721 W SLAUSON AVE STE 140 | CULVER CITY | CA | 90230 | N/A | PC | General & Unrestricted | $10,000 |
| AMERICAN COMMITTEE FOR TEL AVIV FDN INC | |||||||
| 1201 BROADWAY STE 611 | NEW YORK | NY | 10001 | N/A | PC | Mayor of Tel Aviv Yafo's Emergency Relief Fund | $10,000 |
| ASIAN AMERICAN JOURNALISTS ASSOCIATION | |||||||
| 1301 K ST NW STE 300W 443 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR EARLY EDUCATION | |||||||
| 563 N ALFRED ST | W HOLLYWOOD | CA | 90048 | N/A | PC | Leading From the Center Campaign | $40,000 |
| CINEMA ST LOUIS | |||||||
| 3547 OLIVE ST | ST LOUIS | MO | 63103 | N/A | PC | Cinema For Students | $2,500 |
| CROHNS & COLITIS FOUNDATION INC | |||||||
| 5 3RD ST | SAN FRANCISCO | CA | 94103 | N/A | PC | Charitable Event | $10,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | Connect Campaign for 100% Clean Energy | $100,000 |
| FOOD ON FOOT INC | |||||||
| 9663 SANTA MONICA BLVD 743 | BEVERLY HILLS | CA | 90210 | N/A | PC | Sunday Meals Program and Work for Food (Jobs & Housing) Program | $10,000 |
| FULFILLMENT FUND | |||||||
| 6100 WILSHIRE BLVD STE 600 600 | LOS ANGELES | CA | 90048 | N/A | PC | FY 2020-2021 Funding for educational outreach and emotional support for Fulfillment Fund students | $50,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3600 WILSHIRE BLVD STE 1810 | LOS ANGELES | CA | 90010 | N/A | PC | For the documentary on master architect Edward H. Fickett, FAIA | $5,000 |
| LA PROMISE FUND | |||||||
| 1933 S BROADWAY STE 1108 | LOS ANGELES | CA | 90007 | N/A | PC | Kids Coalition program | $20,000 |
| LIBERTY HILL FOUNDATION | |||||||
| 6420 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90048 | N/A | PC | Our Kids, Our Future Fund | $100,000 |
| MAYORS FUND FOR LOS ANGELES | |||||||
| 200 N SPRING ST RM 305B | LOS ANGELES | CA | 90012 | N/A | PC | Emergency COVID-19 Crisis Fund | $10,000 |
| NATIONAL FOOTBALL MUSEUM INC | |||||||
| 2121 GEORGE HALAS DR NW | CANTON | OH | 44708 | N/A | PC | Naming Rights initiative | $250,000 |
| NESS HATORAH ORGANIZATION INC | |||||||
| PO BOX 1233 | LA JOLLA | CA | 92038 | N/A | PC | General & Unrestricted | $1,000 |
| OTIS COLLEGE OF ART AND DESIGN | |||||||
| 9045 LINCOLN BLVD | LOS ANGELES | CA | 90045 | N/A | PC | The Rosenbloom Fashion Design Scholarship Fund | $20,000 |
| PEN AMERICAN CENTER INC | |||||||
| 588 BROADWAY RM 303 | NEW YORK | NY | 10012 | N/A | PC | Charitable Event | $10,000 |
| PUG NATION RESCUE OF LOS ANGELES INC | |||||||
| 20950 S BRANT AVE | CARSON | CA | 90810 | N/A | PC | Strut Your Mutt Campaign | $2,000 |
| RACE TO ERASE MS | |||||||
| 1875 CENTURY PARK E STE 980 | LOS ANGELES | CA | 90067 | N/A | PC | General & Unrestricted | $20,000 |
| SKYLIGHT THEATRE COMPANY | |||||||
| 1816 12 N VERMONT AVE | LOS ANGELES | CA | 90027 | N/A | PC | General & Unrestricted | $25,000 |
| THE UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 91109 | N/A | PC | Lung Health Research Accelerator fund | $10,000 |
| UNITED FRIENDS OF THE CHILDREN | |||||||
| 1055 WILSHIRE BLVD STE 1955 | LOS ANGELES | CA | 90017 | N/A | PC | Brass Ring Awards | $10,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 S OLIVE ST 25TH FL | LOS ANGELES | CA | 90015 | N/A | PC | Safe Communities Institute | $5,000 |
| URBAN FARMING | |||||||
| 19785 W 12 MILE RD STE 537 | SOUTHFIELD | MI | 48076 | N/A | PC | 2020 Urban Farming Free Plant Giveaway and Health fair program | $35,000 |
| VARIETY THE CHILDRENS CHARITY OF ST LOUIS | |||||||
| 11840 WESTLINE IND DR STE 220 | ST LOUIS | MO | 63146 | N/A | PC | Bikes for Kids program | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $820,500 | 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 | $2,352 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,189 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,187 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $91,728 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,728 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS HEDGE INDUSTRY V | $82,418 | $127,666 |
| ISHARES BARCLAYS 1-3 YEAR TREA | $244,404 | $244,024 |
| ISHARES BARCLAYS TIPS BOND FUN | $225,718 | $243,173 |
| ISHARES CHINA LARGE CAP | $84,646 | $98,432 |
| ISHARES IBOXX $ INVESTMENT GRA | $430,812 | $480,692 |
| ISHARES RUSSELL 2000 | $159,649 | $202,922 |
| ISHARES S&P INDIA NIFTY 50 I | $81,132 | $98,249 |
| ISHARES TRUST MSCI EAFE INDEX | $103,773 | $118,560 |
| SPDR S&P 500 ETF TRUST | $1,062,565 | $1,334,751 |
| VANGUARD MID-CAP ETF | $326,482 | $379,423 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $21,747 | $21,747 |
| State or Local Filing Fees | $85 | $85 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $24,574 | $24,574 | |
| Philanthropic Consulting Srvcs | $60,000 | $60,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $600 |
| 990-PF Extension for 2019 | $15,492 |
| 990-T Extension for 2019 | $400 |
| STATE INCOME TAX 2019 | $100 |
Comments