THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION (EIN 33-0686779)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202131309349102668
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T18:44:12-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908010087 | 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 | 330686779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUDOLPH J & DAPHNE A MUNZER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDO | BusinessNameControlTxt |
| Phone | 5629127732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 EAST SPRING STREET NO 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL WARREN MUNZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5629127732 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | WARREN MUNZER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA M JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2021-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $99,367,674 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $79,441,712 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $95,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,478,916 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $369,059,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,773 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,773 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $72,062,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,544 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $197,359 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $19,736 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $177,623 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $52,615 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,263 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $47,352 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $441,761 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $441,761 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,170 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,394 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,776 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $261 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $261 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,425 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,723 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $775,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $503,489 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $271,735 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,871,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,871,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,646,564 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $503,489 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,143,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,415,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $187,714 | CashBOYAmt |
| Cash EOY | $151,888 | CashEOYAmt |
| Cash EOYFMV | $151,888 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $524,454 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,177 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,177 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,360 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,930 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,930 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $17,817,892 | CorporateStockBOYAmt |
| Corporate Stock EOY | $99,190,512 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $99,190,512 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $833 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,375 | LandBOYAmt |
| Land EOY | $9,167 | LandEOYAmt |
| Land EOYFMV | $9,167 | LandEOYFMVAmt |
| Total Assets BOY | $18,535,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,367,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $99,367,674 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $35,616 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $138,627 | AccountsPayableEOYAmt |
| Grants Payable BOY | $876,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $310,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $912,116 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $449,127 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,623,679 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $98,918,547 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,623,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,918,547 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,535,795 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,367,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,623,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,415,776 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,879,092 | OtherIncreasesAmt |
| Subtotal | $98,918,547 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $98,918,547 | 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 | $369,059,232 | GrossSalesPriceAmt |
| Cost Or Other Basis | $376,538,148 | CostOrOtherBasisAmt |
| Gain Or Loss | -$7,478,916 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$7,478,916 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,478,916 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,568 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,568 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,568 | OverpaymentAmt |
| Applied To ES Tax | $12,568 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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://MUNZERFDN.ORG/ | WebsiteAddressTxt |
| Individual With Books | ZAYDA L GARCIA | IndividualWithBooksNm |
| Phone | 5629127732 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 E SPRING STREET SUITE 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL WARREN MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| ANNE BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | SECRETARY & TREASURER | 4.00 | $0 | $0 | $0 |
| DANA BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JOHN G BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| KIRSTEN BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| DANIEL WAYNE MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| ELIZABETH MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JAMES R MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JEFFREY R MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| NICOLE C MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| ZAYDA GARCIA | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | EXECUTIVE DIRECTOR | 40.00 | $107,428 | $12,763 | $0 |
| MONICA OCHOA | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | PROGRAM ASSOCIATE | 40.00 | $59,476 | $11,094 | $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 | RUSSELL INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 2ND AVENUE 18TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $441,761 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $82,119,741 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $432,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,097 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,565,804 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,565,804 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,238,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $81,327,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,066,366 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,066,366 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $4,066,366 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,066,366 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,066,366 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,143,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,143,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,143,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,066,366 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $719,674 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,663,438 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,340,210 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,406,798 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,130,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,143,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,066,366 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,709 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,206,829 | 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 | $9,206,829 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $719,674 | ExcessFromYear4Amt |
| Excess From Year3 | $1,663,438 | ExcessFromYear3Amt |
| Excess From Year2 | $2,340,210 | ExcessFromYear2Amt |
| Excess From Year1 | $4,406,798 | ExcessFromYear1Amt |
| Excess From Current Year | $76,709 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1736 FAMILY CRISIS CENTER | ||||||||
| 2116 ARLINGTON AVE STE 200 | LOS ANGELES | CA | 90018 | NONE | PC | LONG BEACH SHELTER PROGRAM | $50,000 | |
| ABILIS | ||||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | NONE | PC | ABILIS EARLY INTERVENTION BIRTH TO THREE | $50,000 | |
| ABILITYFIRST | ||||||||
| 1300 EAST GREEN STREET | PASADENA | CA | 91106 | NONE | PC | ABILITYFIRST LONG BEACH CENTER AFTER SCHOOL PROGRAM | $25,000 | |
| ABLE ARTS WORK | ||||||||
| 3626 E PACIFIC COAST HWY | LONG BEACH | CA | 90804 | NONE | PC | ABLE ARTS WORK'S CREATIVE HEALTH AND WELLNESS CLINIC EXPANSION | $30,000 | |
| ACT OUT THEATRE COMPANY | ||||||||
| 3710 N WESTON PL | LONG BEACH | CA | 90807 | NONE | PC | ACT OUT THEATRE COMPANY: PROGRAM AND OPERATIONAL SUPPORT | $15,000 | |
| ANGELS GATE CULTURAL CENTER INC | ||||||||
| 3601 S GAFFEY ST BOX 1 BLDG A | SAN PEDRO | CA | 907316969 | NONE | PC | ARTISTS-IN-CLASSROOMS | $20,000 | |
| AQUARIUM OF THE PACIFIC | ||||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | PC | AQUARIUM FIELD TRIP PROGRAM AND SCIENCE INTEGRATION WITH LONG BEACH UNIFIED SCHOOL DISTRICT | $45,000 | |
| ARTS COUNCIL FOR LONG BEACH | ||||||||
| 350 ELM AVENUE | LONG BEACH | CA | 90802 | NONE | PC | EMPOWER ARTS AND LIVING ARTS | $20,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | ||||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | NONE | PC | OPERATION SCHOOL BELL | $70,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | ||||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | NONE | PC | SCOUTREACH 2020 | $40,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | ||||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | NONE | PC | STEM PROGRAM | $60,000 | |
| CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE INC | ||||||||
| 3605 LONG BEACH BOULEVARD SUITE 100 | LONG BEACH | CA | 90807 | NONE | PC | CONSCIOUS CLASSROOMS | $50,000 | |
| CAMP NUGGET CALIFORNIA STATE UNIVERSITY LONG BEACH | ||||||||
| 1250 BELLFLOWER BOULEVARD MS 5605 | LONG BEACH | CA | 90840 | NONE | PC | CAMP NUGGET | $10,000 | ETC-200 |
| CASA YOUTH SHELTER | ||||||||
| 10911 REAGAN STREET | LOS ALAMITOS | CA | 90720 | NONE | PC | CASA YOUTH SHELTER: EXPANSION AND IMPROVEMENTS TO OUR CLINICAL AND CASE MANAGEMENT TEAMS | $30,000 | |
| CENTRO CHA INC | ||||||||
| 1633 LONG BEACH BLVD | LONG BEACH | CA | 90813 | NONE | PC | PARENTS 2 WORK INNOVATION PROJECT | $50,000 | |
| CENTURY VILLAGES AT CABRILLO INC | ||||||||
| 2001 RIVER AVENUE | LONG BEACH | CA | 90810 | NONE | PC | YOUTH AND FAMILY SERVICES AT THE VILLAGES AT CABRILLO | $45,000 | |
| CHILD LANE (COMPREHENSIVE) | ||||||||
| 2545 PACIFIC AVE | LONG BEACH | CA | 90806 | NONE | PC | LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY / COMPREHENSIVE CHILD DEVELOPMENT: LONG BEACH ECE PROGRAM | $180,000 | |
| CHILD360 | ||||||||
| 515 S FIGUEROA ST STE 900 | LOS ANGELES | CA | 90071 | NONE | PC | CHILD360S EXCEPTIONAL POPULATIONS TEACHER INSTITUTE | $35,000 | |
| CHILDREN TODAY | ||||||||
| 2951 LONG BEACH BLVD | LONG BEACH | CA | 90806 | NONE | PC | CHILDREN TODAY'S ECOHOUSE | $35,000 | |
| CHILDREN'S DENTAL HEALTH CLINIC | ||||||||
| 455 E COLUMBIA ST STE 32 | LONG BEACH | CA | 90806 | NONE | PC | MULTI-SPECIALTY PEDIATRIC DENTAL TREATMENT | $100,000 | |
| CHILDREN'S INSTITUTE (CII) | ||||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | PC | TRAUMA INFORMED SUPPORT SERVICES FOR FAMILIES | $60,000 | |
| CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC | ||||||||
| 64 PALMERS HILL ROAD | STAMFORD | CT | 069022113 | NONE | PC | CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY EARLY HEAD START CHILDHOOD NUTRITION PROGRAM | $25,000 | |
| DRAMATIC RESULTS | ||||||||
| 3310 LIME AVENUE | SIGNAL HILL | CA | 90755 | NONE | PC | STEAM SATURDAY SCHOOL | $45,000 | |
| EDUCARE LA AT LONG BEACH - LONG BEACH EDUCATION FOUNDATION | ||||||||
| 4840 LEMON AVE | LONG BEACH | CA | 90807 | NONE | PC | ADDRESSING COMPENSATION FOR EARLY CHILDHOOD EDUCATORS: ENSURING ECE PROGRAM QUALITY | $25,000 | |
| ESP EDUCATION AND LEADERSHIP INSTITUTE INC | ||||||||
| 7941 E CRAMER STREET | LONG BEACH | CA | 90808 | NONE | PC | BOSS (BUSINESS OF SUCCESS BEYOND SPORTS) | $20,000 | |
| FAMILIES UNITING FAMILIES | ||||||||
| 525 E 7TH STREET SUITE 115 | LONG BEACH | CA | 90813 | NONE | PC | FAMILIES UNITING FAMILIES - PROJECT FATHERHOOD | $50,000 | |
| FILIPINO MIGRANT CENTER | ||||||||
| 2125 SANTA FE AVE | LONG BEACH | CA | 90810 | NONE | PC | FILIPINOS REACHING FOR EDUCATION AND EMPOWERMENT (FREE) PROGRAM | $15,000 | |
| FOOD FINDERS INC | ||||||||
| 10539 HUMBOLT STREET | LOS ALAMITOS | CA | 90720 | NONE | PC | FOOD 4 KIDS | $40,000 | |
| FOR THE CHILD INC | ||||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 90807 | NONE | PC | CHILD ABUSE & NEGLECT SAFETY NET PROGRAM | $50,000 | |
| FRESHFARM MARKETS INC | ||||||||
| 1380 MONROE ST NW 605 | WASHINGTON | DC | 20010 | NONE | PC | FOODPRINTS & MARKET SHARE FOR EARLY LEARNERS | $70,000 | |
| GOODWILL SERVING THE PEOPLE OF SOUTHERN LOS ANGELES COUNTY | ||||||||
| 800 W PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90806 | NONE | PC | ADVANCING HEALTHCARE CAREER OPPORTUNITY FOR LOW-INCOME HIGH SCHOOL STUDENTS IN LONG BEACH | $90,000 | |
| GROUND EDUCATION | ||||||||
| 6475 E PACIFIC COAST HIGHWAY 294 | LONG BEACH | CA | 90803 | NONE | PC | BURBANK ELEMENTARY LEARNING GARDEN FACILITATED BY GROUND EDUCATION | $25,540 | |
| INSPIRICA INC | ||||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | NONE | PC | CHILDREN'S SERVICES AND EARLY CHILDHOOD & PARENTING PROGRAM | $50,000 | |
| INTERNATIONAL CITY THEATRE | ||||||||
| 67 LONG BEACH BLVD | LONG BEACH | CA | 90802 | NONE | PC | PERFORMING ARTS CLASSROOM TEACHING (PACT) PROGRAM | $10,000 | |
| JEWISH FAMILY & CHILDRENS SERVICE OF LONG BEACH-WEST ORANGE COUNTY | ||||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 908151734 | NONE | PC | LOW-INCOME COUNSELING PROGRAM FOR RESIDENTS OF LONG BEACH | $20,000 | |
| JOSEPHINE HERRICK PROJECT | ||||||||
| 64 FULTON STREET STE 905 | NEW YORK | NY | 10038 | NONE | PC | THE F-STOP PROJECT @ QUEENSBRIDGE HOUSES | $25,000 | |
| LEADERSHIP LONG BEACH | ||||||||
| 638 ALAMITOS AVENUE | LONG BEACH | CA | 90802 | NONE | PC | LEADERSHIP LONG BEACH ENVIRONMENTAL YOUTH LEADERSHIP PROGRAM | $30,000 | |
| LEGAL AID FOUNDATION OF LOS ANGELES | ||||||||
| 1550 W 8TH STREET | LOS ANGELES | CA | 90017 | NONE | PC | LEGAL AID FOUNDATION OF LOS ANGELES MEDICAL-LEGAL PARTNERSHIP LONG BEACH | $80,000 | |
| LONG BEACH BLAST (BETTER LEARNING FOR ALL STUDENTS TODAY) | ||||||||
| 4201 LONG BEACH BLVD SUITE 201 | LONG BEACH | CA | 90807 | NONE | PC | ACADEMIC MENTORING PROGRAM & BRIDGE TO SUCCESS | $40,000 | |
| LONG BEACH CALL - LONG BEACH EDUCATION FOUNDATION | ||||||||
| 1515 HUGHES WAY 4TH FL | LONG BEACH | CA | 90810 | NONE | PC | SUMMER INTERNSHIPS 2020 | $15,000 | |
| LONG BEACH CITY COLLEGE FOUNDATION | ||||||||
| 4901 E CARSON STREET B12 | LONG BEACH | CA | 90808 | NONE | PC | STEAM INNOVATION STATION | $14,000 | |
| LONG BEACH COMMUNITY ACTION PARTNERSHIP | ||||||||
| 117 W VICTORIA STREET | LONG BEACH | CA | 90805 | NONE | PC | LEADERSHIP ACADEMY MENTORING PROGRAM | $40,000 | |
| LONG BEACH COMMUNITY FOUNDATION | ||||||||
| 400 OCEANGATE SUITE 800 | LONG BEACH | CA | 90802 | NONE | PC | CORONAVIRUS RELIEF FUND | $75,000 | |
| LONG BEACH DAY NURSERY | ||||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAM | $50,000 | |
| LONG BEACH GIVES - THE NONPROFIT PARTNERSHIP | ||||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | NONE | PC | LB GIVES - 2020 | $50,000 | |
| LONG BEACH IMMIGRANT RIGHTS COALITION - COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | NONE | PC | HEALTHY IMMIGRANT FAMILIES | $30,000 | |
| LONG BEACH MUSEUM OF ART FOUNDATION | ||||||||
| 2300 E OCEAN BLVD | LONG BEACH | CA | 90803 | NONE | PC | KIDSVISIONS ARTS EDUCATION PROGRAM | $50,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | ||||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | NONE | PC | FAMILY LEARNING CENTERS | $70,000 | |
| LONG BEACH SYMPHONY ASSOCIATION | ||||||||
| 249 E OCEAN BLVD SUITE 200 | LONG BEACH | CA | 90802 | NONE | PC | LONG BEACH SYMPHONY YOUTH CONCERTS | $30,000 | |
| MAYOR'S FUND FOR EDUCATION - COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 900121804 | NONE | PC | READYROSIELB FAMILY ENGAGEMENT PROGRAM (PHASE 4) | $50,000 | |
| MEMORIAL MEDICAL CENTER FOUNDATION | ||||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | NONE | PC | MILLER CHILDREN'S SEVERE ASTHMA OUTPATIENT CLINIC | $100,000 | |
| MENTAL HEALTH AMERICA OF LOS ANGELES | ||||||||
| 200 PINE AVENUE STE 400 | LONG BEACH | CA | 90802 | NONE | PC | MHALA DROP-IN CENTER | $100,000 | |
| NEW YORK HARBOR FOUNDATION INC DBA BILLION OYSTER PROJECT | ||||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PC | BILLION OYSTER PROJECT SCHOOLS NETWORK | $20,000 | |
| OPERATION JUMP START | ||||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | NONE | PC | OJS PROGRAMS | $45,000 | |
| PARTNERS OF PARKS | ||||||||
| 1150 EAST 4TH STREET ROOM 104 | LONG BEACH | CA | 90802 | NONE | PC | YOUTH SCHOLARSHIPS | $14,000 | |
| PEDIATRIC THERAPY NETWORK | ||||||||
| 1815 W 213TH STREET SUITE 100 | TORRANCE | CA | 90501 | NONE | PC | LEAPS & BOUNDS EARLY INTERVENTION PROGRAM | $45,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 W 30TH ST | LOS ANGELES | CA | 900073320 | NONE | PC | WOMENS REPRODUCTIVE AND SEXUAL HEALTH SERVICES AT PPLAS LONG BEACH HEALTH CENTER | $25,000 | |
| POOLS OF HOPE (DBA) | ||||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | NONE | PC | YOUTH WELLNESS PROGRAM | $30,000 | |
| PORT CHESTER CARVER CENTER INC | ||||||||
| P O BOX 429 | PORT CHESTER | NY | 10573 | NONE | PC | CARVER AFTER SCHOOL PROGRAM (CAP) | $60,000 | |
| PRECIOUS LAMB PRESCHOOL | ||||||||
| 2005 PALO VERDE AVE PMB 301 | LONG BEACH | CA | 90815 | NONE | PC | ON-SITE FAMILY RESOURCE CENTER | $60,000 | |
| RANCHO LOS CERRITOS FOUNDATION | ||||||||
| 4600 VIRGINIA RD | LONG BEACH | CA | 90807 | NONE | PC | OPENING DOORS: EDUCATIONAL MASTER PLAN, NEW AND UPDATED CURRICULUM TO FOCUS ON HUMANITIES AND STEM | $30,000 | |
| RANCHO LOS CERRITOS FOUNDATION | ||||||||
| 4600 VIRGINIA RD | LONG BEACH | CA | 90807 | NONE | PC | LONG AGO LONG BEACH | $35,000 | |
| RISING TIDE AT MARGUERITE KIEFER EDUCATION CENTER INC | ||||||||
| 607 E THIRD ST | LONG BEACH | CA | 90802 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | ||||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | NONE | PC | CAMP RONALD MCDONALD FOR GOOD TIMES | $20,000 | |
| SHARED SCIENCE | ||||||||
| 5318 E 2ND STREET 602 | LONG BEACH | CA | 90803 | NONE | PC | STEM EDUCATION PARTNERSHIP | $28,000 | |
| SOUND WATERS INC | ||||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | NONE | PC | SOUNDGENERATION RESEARCH PROGRAM | $30,000 | |
| ST ANTHONY HIGH SCHOOL | ||||||||
| 620 OLIVE AVENUE | LONG BEACH | CA | 90802 | NONE | PC | STUDENT SCHOLARSHIPS | $48,000 | |
| ST BARNABAS SCHOOL | ||||||||
| 3980 MARRON AVE | LONG BEACH | CA | 90807 | NONE | PC | TUITION ASSISTANCE | $40,500 | |
| ST MARY MEDICAL CENTER FOUNDATION | ||||||||
| 1050 LINDEN AVE | LONG BEACH | CA | 90813 | NONE | PC | MUNZER NURSE SCHOLAR PROGRAM | $60,000 | |
| SU CASA - ENDING DOMESTIC VIOLENCE | ||||||||
| 3750 E ANAHEIM STREET SUITE 100 | LONG BEACH | CA | 90804 | NONE | PC | SU CASA CAPACITY BUILDING INITIATIVE - YEAR 3 | $50,000 | |
| SUCCESS IN CHALLENGES | ||||||||
| 4508 ATLANTIC AVENUE UNIT 782 | LONG BEACH | CA | 90807 | NONE | PC | PATHWAYS TO MANHOOD | $25,000 | |
| TEENS RUN DC | ||||||||
| PO BOX 15651 | WASHINGTON | DC | 20003 | NONE | PC | TEENS RUN DC | $30,000 | |
| THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES | ||||||||
| 701 EAST 28TH ST STE 200 | LONG BEACH | CA | 90806 | NONE | PC | HEALTHY MEALS, HEALTHY FAMILIES | $100,000 | |
| THE GUIDANCE CENTER | ||||||||
| 1301 PINE AVE | LONG BEACH | CA | 90813 | NONE | PC | MUSIC FOR YOUTH MENTAL HEALTH | $75,000 | |
| THE JEWEL BOX CHILDREN'S THEATER COMPANY | ||||||||
| 3371 CERRITOS AVE | SIGNAL HILL | CA | 90755 | NONE | PC | ARTS EDUCATION OUTREACH PROGRAM | $12,000 | |
| THE LGBTQ CENTER LONG BEACH (DBA) | ||||||||
| 2017 E 4TH STREET | LONG BEACH | CA | 90814 | NONE | PC | MENTORING YOUTH THROUGH EMPOWERMENT (MYTE) | $50,000 | |
| THE MAYE CENTER A PROJECT OF SOUTH COAST INTERFAITH COUNCIL | ||||||||
| 759 LINDEN AVENUE | LONG BEACH | CA | 90812 | NONE | PC | INTERGENERATIONAL HEALING - KHMER ROUGE SURVIVORS AND THEIR CHILDREN AND GRANDCHILDREN | $10,000 | |
| THE NONPROFIT PARTNERSHIP | ||||||||
| 4900 E CONANT ST BLDG 0-2 STE 225 | LONG BEACH | CA | 90808 | NONE | PC | THE NONPROFIT PARTNERSHIP | $50,000 | |
| THE SALVATION ARMY LONG BEACH CORPS AND COMMUNITY CENTER | ||||||||
| 3060 LONG BEACH BLVD | LONG BEACH | CA | 90807 | NONE | PC | COVID-19 RELIEF EFFORTS | $10,000 | |
| THE VOLUNTEER CENTER SOUTH BAY-HARBOR-LONG BEACH | ||||||||
| 1230 CRAVENS AVENUE | TORRANCE | CA | 90501 | NONE | PC | CONNECTING IRL (IN REAL LIFE) | $20,000 | |
| THE WOODEN FLOOR FOR YOUTH MOVEMENT | ||||||||
| 1810 N MAIN STREET | SANTA ANA | CA | 92706 | NONE | PC | LIFTING YOUTH OUT OF POVERTY: A 10-YEAR JOURNEY @ THE WOODEN FLOOR | $10,000 | |
| TICHENOR CLINIC FOR CHILDREN | ||||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | NONE | PC | SPEECH THERAPY PROGRAM PROJECT | $25,000 | |
| UN MUNDO DE AMIGOS PRESCHOOL | ||||||||
| 1480 LONG BEACH BLVD | LONG BEACH | CA | 90813 | NONE | PC | ARTS SPECIALISTS AND ENRICHMENT PROGRAMS | $40,000 | |
| URBAN COMMUNITY OUTREACH | ||||||||
| 241 CEDAR AVE | LONG BEACH | CA | 90802 | NONE | PC | DROP-IN CENTER OPERATIONS AND HOUSING COORDINATOR | $60,000 | |
| WOMENSHELTER OF LONG BEACH | ||||||||
| PO BOX 17098 | LONG BEACH | CA | 90807 | NONE | PC | CHILDREN & YOUTH SERVICES PROGRAM | $40,000 | |
| YMCA OF GREATER LONG BEACH | ||||||||
| 3605 LONG BEACH BLVD SUITE 210 | LONG BEACH | CA | 90807 | NONE | PC | YMCA YOUTH INSTITUTE | $35,000 | |
| YOUNG HORIZONS | ||||||||
| 501 ATLANTIC AVE | LONG BEACH | CA | 90802 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAM | $50,000 | |
| YWCA GREENWICH | ||||||||
| 259 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | PC | DOMESTIC ABUSE SERVICES CHILD COUNSELING | $25,000 | |
| MISCELLANEOUS GRANTS TO CHARITABLE ORGANIATIONS | ||||||||
| 3450 EAST SPRING STREET | LONG BEACH | CA | 90806 | NONE | PC | MISCELLANEOUS GRANT PROJECTS | $139,300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,871,340 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,771 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,773 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,478,916 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$7,379,372 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$7,379,372 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAPHNE ANN MUNZER ADMINISTRATIVE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 EAST SPRING STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $79,441,712 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $27,900 | Amt |
| Net Investment Income | $27,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HALBERT HARGROVE EQUITY - SEE ATTACHED | $114,140 | $114,140 |
| RUSSELL EQUITY | $99,076,372 | $99,076,372 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $16,831 | $3,342 | $0 | $13,489 |
| BOARD MEETING EXPENSES | $721 | $0 | $0 | $721 |
| DUES & SUBSCRIPTIONS | $10,403 | $66 | $0 | $10,337 |
| INSURANCE | $3,327 | $1,664 | $0 | $1,663 |
| TELEPHONE | $2,225 | $111 | $0 | $2,114 |
| MISCELLANEOUS | $4,342 | $242 | $0 | $4,100 |
| WEBSITE | $2,299 | $0 | $0 | $2,299 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME FROM LP | $3,698 | $3,698 |
| FOREIGN TAX DEPOSIT | $75 | $75 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $13,872,356 |
| PRIOR PERIOD ADJUSTMENT FOR PREPAID TAXES | $2,570 |
| INCOME FROM PASS-THROUGH ENTITIES NOT INCLUDED IN BOOK INCOME | $4,166 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $441,761 | Amt |
| Net Investment Income | $441,761 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CA FILING FEE | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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