JOSEPH DROWN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH DROWN FOUNDATION (EIN 95-6093178)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2021-08-11
- IRS object ID
- 202142239349100709
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2021-08-11T16:08:18-05:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SOUTH FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956093178 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH DROWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 3102774488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9800 WILSHIRE BLVD NO 213 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY WACHTELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102774488 | PhoneNum |
| Signature | 2021-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WENDY | PersonFirstNm |
| Person Last | WACHTELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $104,011,094 | 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 |
| Dividends Rev And Expnss | $755,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $755,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,722,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,956,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,417,898 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $148,408 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,478,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,321,803 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $668,904 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $320,972 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $347,932 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $157,070 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $61,854 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $95,216 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $158,686 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $75,601 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $83,085 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,640 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,960 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $386,367 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $386,367 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $483,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,425 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $164,803 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $82,402 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $82,401 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,124 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9,025 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,099 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,298 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,478 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,125,832 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $987,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $650,171 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,768,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,683,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,894,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $987,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,333,771 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,583,949 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,334,644 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100 | CashBOYAmt |
| Cash EOY | $100 | CashEOYAmt |
| Cash EOYFMV | $100 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,117,355 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,661 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $32,072 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $51,059 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $51,059 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $7,377,495 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,873,443 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,873,443 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $37,987,179 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,205,576 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,205,576 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,256,903 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,886,777 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,886,777 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,260,053 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,820,944 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,820,944 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $178,759 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $143,498 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $36,952 | LandBOYAmt |
| Land EOY | $35,261 | LandEOYAmt |
| Land EOYFMV | $35,261 | LandEOYFMVAmt |
| Other Assets BOY | $72,360 | OtherAssetsBOYAmt |
| Other Assets EOY | $70,273 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $70,273 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $75,140,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,011,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,011,094 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $163,074 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $605,538 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,885,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $970,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $47,666 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $384,446 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,095,740 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,959,984 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $73,044,729 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $102,051,110 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,044,729 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $102,051,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,140,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,011,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,044,729 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,583,949 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,422,432 | OtherIncreasesAmt |
| Subtotal | $102,051,110 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $102,051,110 | 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 | $90,956,235 | $81,233,351 | $9,722,884 | $9,722,884 | |
| HARDMAN JOHNSTON INTER. EQUITY FUND II LP | $140,685 | $140,685 | $140,685 | P | |
| WELLINGTON TRUST COMPANY, NA | $445,671 | -$445,671 | -$445,671 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,417,898 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $129,752 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $129,752 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $129,752 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $155,462 | 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 | $155,462 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,710 | OverpaymentAmt |
| Applied To ES Tax | $25,710 | 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 | WWW.JDROWN.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN T MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102774488 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9800 WILSHIRE BLVD NO 213 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| NADINE BELL | ||||||||
| 9800 WILSHIRE BLVD SUITE 213 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $18,000 | $0 | $0 |
| MARLENE CANTER | ||||||||
| 9800 WILSHIRE BLVD SUITE 213 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.50 | $18,000 | $0 | $0 |
| ERIC FLEISS | ||||||||
| 9800 WILSHIRE BLVD SUITE 213 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $18,000 | $0 | $0 |
| JEAN KAPLAN | ||||||||
| 9800 WILSHIRE BLVD SUITE 213 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 2.00 | $18,000 | $0 | $0 |
| DEBORAH KRAKOW | ||||||||
| 9800 WILSHIRE BLVD SUITE 213 | BEVERLY HILLS | CA | 90212 | SECRETARY, DIRECTOR | 2.00 | $18,000 | $0 | $0 |
| PHILIP MAGARAM | ||||||||
| 9800 WILSHIRE BLVD SUITE 213 | BEVERLY HILLS | CA | 90212 | TREASURY, DIRECTOR | 2.50 | $32,400 | $0 | $0 |
| ANN MILLER | ||||||||
| 9800 WILSHIRE BLVD SUITE 213 | BEVERLY HILLS | CA | 90212 | CHIEF FINANCIAL OFFICER | 37.50 | $230,000 | $32,928 | $0 |
| WENDY WACHTELL | ||||||||
| 9800 WILSHIRE BLVD SUITE 213 | BEVERLY HILLS | CA | 90212 | PRESIDENT, DIRECTOR | 37.50 | $316,504 | $51,960 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALYSSA SANTINO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9800 WILSHIRE BLVD SUITE 213 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 37.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $127,512 | CompensationAmt |
| Employee Benefits | $33,995 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EDGEWOOD MANAGEMENT | |||||
| 535 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $110,170 |
| WELLS CAPITAL MANAGEMENT | |||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55440 | INVESTMENT MANAGEMENT | $102,561 |
| NORTHERN TRUST BANK | |||||
| 201 S LAKE AVENUE SUITE 600 | PASADENA | CA | 91101 | CUSTODIAL SERVICES | $87,007 |
| 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 | $93,073,842 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $141,115 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $93,307,590 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $93,307,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,399,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $91,907,976 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,595,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,595,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $129,752 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $129,752 | TotalTaxAmt |
| Distributable Before Adj | $4,465,647 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,465,647 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,465,647 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,333,771 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,333,771 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,333,771 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,465,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $823,982 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,232,825 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,056,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,333,771 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,465,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $868,124 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,924,931 | 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 | $2,924,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $823,982 | ExcessFromYear4Amt |
| Excess From Year2 | $1,232,825 | ExcessFromYear2Amt |
| Excess From Current Year | $868,124 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WENDY WACHTELL PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9800 WILSHIRE BLVD SUITE 213 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3102774488 | RecipientPhoneNum |
| Recipient Email Address | WWW.JDROWN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PROPOSALS SHOULD INCLUDE: A LETTER WITH INFORMATION ABOUT BOTH THE ORGANIZATION AS A WHOLE AND PROJECT IN PARTICULAR; A 501(C)(3) TAX DETERMINATION LETTER FROM THE IRS; A BUDGET FOR BOTH THE ORGANIZATION AS A WHOLE AND THE PROJECT IN PARTICULAR; THE MOST RECENT AUDITED FINANCIAL STATEMENTS; A COPY OF THE MOST RECENT 990 FILED WITH THE IRS; AND A LIST OF THE CURRENT BOARD OF DIRECTORS. ANY ADDITIONAL MATERIALS, SUCH AS ANNUAL REPORT, MAY BE ATTACHED. PROPOSALS SHOULD BE SUBMITTED ONLINE AT WWW.JDROWN.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15, APRIL 15, JULY 15, AND OCTOBER 15 FOR BOARD MEETING IN SECOND MONTH FOLLOWING DEADLINE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY DOES NOT PROVIDE FUNDS TO INDIVIDUALS, ENDOWMENTS, CAPITAL CAMPAIGNS OR BUILDING FUNDS. THE FOUNDATION GENERALLY DOES NOT UNDERWRITE ANNUAL MEETINGS, CONFERENCES OR SPECIAL EVENTS, NOR DOES IT FUND RELIGIOUS PROGRAMS OR PURCHASE TICKETS TO FUNDRAISING EVENTS. MOST OF THE FOUNDATION'S GRANTMAKING IS LIMITED TO PROGRAMS OR ORGANIZATIONS WITHIN THE LOS ANGELES AREA. | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 SOUTH CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PC | OPERATING SUPPORT | $25,000 |
| A SENSE OF HOME | |||||||
| 3457 W EL SEGUNDO BLVD UNIT A | HAWTHORNE | CA | 90250 | NONE | PC | OPERATING SUPPORT | $25,000 |
| AFTER-SCHOOL ALL-STARS | |||||||
| 5900 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | OPERATING SUPPORT | $25,000 |
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS | |||||||
| 601 SOUTH FIGUEROA ST 4TH FLOOR | LOS ANGELES | CA | 90017 | NONE | PC | OPERATING SUPPORT | $75,000 |
| ALLIANCE FOR CHILDREN'S RIGHTS | |||||||
| 3333 WILSHIRE BLVD STE 550 | LOS ANGELES | CA | 90010 | NONE | PC | OPERATING SUPPORT | $30,000 |
| ALMA FUERTE PUBLIC SCHOOL | |||||||
| 119 WEST PALM ST | ALTADENA | CA | 91001 | NONE | PC | OPERATING SUPPORT | $15,000 |
| ASPIRE PUBLIC SCHOOLS | |||||||
| 1001 22ND AVE | OAKLAND | CA | 94606 | NONE | PC | OPERATING SUPPORT | $50,000 |
| BETTER ANGELS INC | |||||||
| 217 NORTH MONTEREY ST | ALHAMBRA | CA | 91801 | NONE | PC | OPERATING SUPPORT | $15,000 |
| BOY SCOUTS OF AMERICA WEST LOS ANGELES COUNTY COUNCIL | |||||||
| 16525 SHERMAN WAY C-8 | VAN NUYS | CA | 91406 | NONE | PC | OUTREACH PROGRAM | $25,000 |
| BOYS & GIRLS CLUBS OF METRO LOS ANGELES | |||||||
| 800 S FIGUEROA SUITE 950 | LOS ANGELES | CA | 90017 | NONE | PC | OPERATING SUPPORT | $25,000 |
| CAL STATE FULLERTON PHILANTHROPIC FOUNDATION | |||||||
| 2600 NUTWOOD AVE SUITE 850 | FULLERTON | CA | 92831 | NONE | PC | COLLEGE ACCESS FOR UNDERSERVED STUDENTS | $25,000 |
| CALIFORNIA CHARTER SCHOOLS ASSOCIATION | |||||||
| 250 E 1ST ST SUITE 1000 | LOS ANGELES | CA | 90012 | NONE | PC | OPERATING SUPPORT | $25,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | NONE | PC | LOS ANGELES COVID-19 RELIEF FUND | $100,000 |
| CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION | |||||||
| 5151 STATE UNIVERSITY DRIVE | LOS ANGELES | CA | 90032 | NONE | PC | HONORS COLLEGE SUPPORT | $75,000 |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRE PLAZA DR ROOM 1100 | MONTEREY PARK | CA | 91754 | NONE | PC | OPERATING SUPPORT | $25,000 |
| CEDARS-SINAI MEDICAL CENTER INFLAMMATORY BOWEL DISEASE | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PC | INFLAMMATORY BOWEL DISEASE RESEARCH | $50,000 |
| CEDARS-SINAI MEDICAL CENTER NEUROSCIENCES | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PC | EARLY DETECTION OF PARKINSON'S | $100,000 |
| CENTER FOR POWERFUL PUBLIC SCHOOLS | |||||||
| 350 S BIXEL ST SUITE 180 | LOS ANGELES | CA | 90017 | NONE | PC | OPERATING SUPPORT | $25,000 |
| CHARLES R DREW UNIVERSITY OF MEDICINE AND SCIENCE | |||||||
| 1731 EAST 120TH ST | LOS ANGELES | CA | 90059 | NONE | PC | SATURDAY SCIENCE ACADEMY II | $50,000 |
| CHILDREN NOW | |||||||
| 1404 FRANKLIN ST SUITE 700 | OAKLAND | CA | 94612 | NONE | PC | OPERATING SUPPORT | $30,000 |
| CHILDREN'S BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD SUITE 210 | SHERMAN OAKS | CA | 91403 | NONE | PC | FULL RECOVERY PROGRAM | $25,000 |
| CITY YEAR LOS ANGELES | |||||||
| 606 SOUTH OLIVE ST 2ND FLOOR | LOS ANGELES | CA | 90014 | NONE | PC | OPERATING SUPPORT | $25,000 |
| COALITION FOR ENGAGED EDUCATION | |||||||
| 3131 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | NONE | PC | OPERATING SUPPORT | $25,000 |
| COLLEGE TRACK | |||||||
| 2130 E 1ST ST | LOS ANGELES | CA | 90033 | NONE | PC | OPERATING SUPPORT | $25,000 |
| COLLEGESPRING | |||||||
| 1333 BROADWAY SUITE 250 | OAKLAND | CA | 94612 | NONE | PC | OPERATING SUPPORT FOR SOUTHERN CALIFORNIA REGION | $25,000 |
| COLLEGIATE CHARTER HIGH SCHOOL OF LOS ANGELES | |||||||
| 312 N RECORD AVE | LOS ANGELES | CA | 90063 | NONE | PC | MATH & SCIENCE INSTRUCTIONAL COACHING | $25,000 |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | AFRICAN AMERICAN BOARD LEADERSHIP INSTITUTE | $25,000 |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | COLLEGE MATCH | $25,000 |
| COUNCIL ON FOUNDATIONS | |||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | NONE | PC | 2021 MEMBERSHIP CONTRIBUTION | $6,000 |
| CSUN MARILYN MAGARAM CENTER | |||||||
| 18111 NORDHOFF ST UNIV HALL 110 | NORTHRIDGE | CA | 91330 | NONE | PC | TELEHEALTH CLINIC | $100,000 |
| DEFY VENTURES | |||||||
| 3550 WILSHIRE BLVD SUITE 1550 | LOS ANGELES | CA | 90010 | NONE | PC | SOUTHERN CALIFORNIA CHAPTER | $25,000 |
| EDNOVATE | |||||||
| 350 S FIGUEROA ST | LOS ANGELES | CA | 90071 | NONE | PC | OPERATING SUPPORT | $35,000 |
| EDUCATORS FOR EXCELLENCE-LOS ANGELES | |||||||
| 448 SOUTH HILL ST | LOS ANGELES | CA | 90013 | NONE | PC | OPERATING SUPPORT | $50,000 |
| EDUCATORS FOR EXCELLENCE-LOS ANGELES | |||||||
| 448 SOUTH HILL ST | LOS ANGELES | CA | 90013 | NONE | PC | TEACHER SURVEY 2020 | $30,000 |
| EMERGING MARKETS DEVELOPMENT CORPORATION | |||||||
| 8452 HAROLD WAY | LOS ANGELES | CA | 90069 | NONE | PC | NEIGHBORHOOD REIT STRUCTURE DEVELOPMENT | $100,000 |
| EQUITAS ACADEMY CHARTER SCHOOLS | |||||||
| 1612 W PICO BLVD | LOS ANGELES | CA | 90015 | NONE | PC | OPERATING SUPPORT | $60,000 |
| EXECUTIVE SERVICE CORPS OF SOUTHERN CALIFORNIA | |||||||
| 1000 N ALAMEDA ST SUITE 330 | LOS ANGELES | CA | 90012 | NONE | PC | OPERATING SUPPORT | $30,000 |
| GIRLS ATHLETIC LEADERSHIP SCHOOL LOS ANGELES | |||||||
| 8015 VAN NUYS BLVD | PANORAMA CITY | CA | 91402 | NONE | PC | OPERATING SUPPORT | $30,000 |
| GOOD CITY MENTORS | |||||||
| 3121 S BARRINGTON AVE 20 | LOS ANGELES | CA | 90066 | NONE | PC | SCHOOL BASED MENTORSHIP | $25,000 |
| GREAT PUBLIC SCHOOLS NOW | |||||||
| 1150 S OLIVE ST | LOS ANGELES | CA | 90015 | NONE | PC | OPERATING SUPPORT FOR ONEFAMILY LA | $30,000 |
| GREEN DOT PUBLIC SCHOOLS CALIFORNIA | |||||||
| 1149 S HILL ST SUITE 600 | LOS ANGELES | CA | 90015 | NONE | PC | OPERATING SUPPORT | $90,000 |
| GREEN DOT PUBLIC SCHOOLS CALIFORNIA | |||||||
| 1149 S HILL ST SUITE 600 | LOS ANGELES | CA | 90015 | NONE | PC | UNITED PARENTS AND STUDENTS | $50,000 |
| HEAL THE BAY | |||||||
| 1444 9TH ST | SANTA MONICA | CA | 90401 | NONE | PC | STEM EDUCATION PROGRAMS | $75,000 |
| HEART OF LOS ANGELES YOUTH INC | |||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | NONE | PC | COLLEGE AND CAREER SUCCESS PROGRAM | $25,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | OPERATING SUPPORT | $50,000 |
| INDEPENDENT SCHOOL ALLIANCE FOR MINORITY AFFAIRS | |||||||
| 5813A UPLANDER WAY | CULVER CITY | CA | 90230 | NONE | PC | OPERATING SUPPORT | $25,000 |
| INNER-CITY ARTS | |||||||
| 720 KOHLER ST | LOS ANGELES | CA | 90021 | NONE | PC | OPERATING SUPPORT | $25,000 |
| INNOVATE PUBLIC SCHOOLS | |||||||
| 501 S BIXEL ST | LOS ANGELES | CA | 90017 | NONE | PC | WORTH MORE LA CAMPAIGN | $50,000 |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | NONE | PC | LOS ANGELES COVID-19 EMERGENCY RESPONSE | $50,000 |
| KIPP SOCAL PUBLIC SCHOOLS | |||||||
| 3601 EAST 1ST ST | LOS ANGELES | CA | 90063 | NONE | PC | OPERATING SUPPORT | $75,000 |
| LA PROMISE FUND | |||||||
| 1933 S BROADWAY | LOS ANGELES | CA | 90007 | NONE | PC | OPERATING SUPPORT | $75,000 |
| LA'S BEST | |||||||
| 200 N SPRING ST M-120 | LOS ANGELES | CA | 90012 | NONE | PC | OPERATING SUPPORT | $25,000 |
| LIFT-LOS ANGELES | |||||||
| 1910 MAGNOLIA AVE | LOS ANGELES | CA | 90007 | NONE | PC | OPERATING SUPPORT | $50,000 |
| LOS ANGELES EDUCATION PARTNERSHIP | |||||||
| 1541 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90017 | NONE | PC | OPERATING SUPPORT | $50,000 |
| LOS ANGELES METROPOLITAN DEBATE LEAGUE | |||||||
| 350 SOUTH GRAND AVE 50TH FL | LOS ANGELES | CA | 90071 | NONE | PC | OPERATING SUPPORT | $20,000 |
| LOS ANGELES REGIONAL FOODBANK | |||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | NONE | PC | OPERATING SUPPORT | $100,000 |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LMU DRIVE SUITE 2800 | LOS ANGELES | CA | 90045 | NONE | PC | CENTER FOR TRAUMA INFORMED EDUCATION | $25,000 |
| MAYOR'S FUND FOR LOS ANGELES | |||||||
| 200 N SPRING ST 305B | LOS ANGELES | CA | 90012 | NONE | PC | LA EMERGENCY COVID-19 CRISIS FUND | $75,000 |
| NATIONAL SOCIETY OF BLACK ENGINEERS | |||||||
| 205 DAINGERFIELD RD | ALEXANDRIA | VA | 22314 | NONE | PC | SEEK LOS ANGELES | $20,000 |
| NEW TEACHER CENTER | |||||||
| 1205 PACIFIC AVE SUITE 301 | SANTA CRUZ | CA | 95060 | NONE | PC | OPERATING SUPPORT LOS ANGELES | $50,000 |
| NEW VILLAGE GIRLS ACADEMY | |||||||
| 147 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | NONE | PC | OPERATING SUPPORT | $25,000 |
| NO LIMITS FOR DEAF CHILDREN | |||||||
| 9801 WASHINGTON BLVD 2ND FL | CULVER CITY | CA | 90232 | NONE | PC | OPERATING SUPPORT | $25,000 |
| OUR HOUSE GRIEF SUPPORT CENTER | |||||||
| 1663 SAWTELLE BLVD SUITE 300 | LOS ANGELES | CA | 90025 | NONE | PC | COVID-19 RESPONSE | $25,000 |
| PARA LOS NINOS | |||||||
| 5000 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | NONE | PC | PARA LOS NINOS CHARTER SCHOOLS | $25,000 |
| PARENT REVOLUTION | |||||||
| 800 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PC | WORTH MORE LA CAMPAIGN | $50,000 |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | |||||||
| 1055 WILSHIRE BLVD SUITE 1850 | LOS ANGELES | CA | 90017 | NONE | PC | OPERATING SUPPORT | $50,000 |
| PARTNERSHIP SCHOLARS PROGRAM | |||||||
| PO BOX 156 | EL SEGUNDO | CA | 90245 | NONE | PC | SCHOLARS SUCCESS PROGRAM | $25,000 |
| PLUS ME PROJECT | |||||||
| 2519 WEST AVENUE 30 | LOS ANGELES | CA | 90065 | NONE | PC | OPERATING SUPPORT | $25,000 |
| POMONA COLLEGE | |||||||
| 550 NORTH COLLEGE AVE | CLAREMONT | CA | 91711 | NONE | PC | ACADEMY FOR YOUTH SUCCESS | $30,000 |
| POWERMYLEARNING | |||||||
| 800 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PC | SCHOOL PARTNERSHIP PROGRAM | $25,000 |
| PROYECTO PASTORAL | |||||||
| 135 NORTH MISSION RD | LOS ANGELES | CA | 90033 | NONE | PC | PROMESA BOYLE HEIGHTS COMMUNITY-SCHOOL MODEL | $40,000 |
| PS SCIENCE | |||||||
| 1000 W HILLCREST BLVD | INGLEWOOD | CA | 90301 | NONE | PC | OPERATING SUPPORT | $25,000 |
| PUEBLO NUEVO EDUCATION & DEVELOPMENT GROUP | |||||||
| 3435 WEST TEMPLE ST | LOS ANGELES | CA | 90026 | NONE | PC | CAMINO NUEVO CHARTER ACADEMY | $30,000 |
| PUENTE LEARNING CENTER | |||||||
| 501 S BOYLE AVE | LOS ANGELES | CA | 90033 | NONE | PC | OPERATING SUPPORT | $25,000 |
| READY TO SUCCEED LA | |||||||
| 1514 17TH ST 205 | SANTA MONICA | CA | 90404 | NONE | PC | OPERATING SUPPORT | $25,000 |
| RENAISSANCE ARTS ACADEMY | |||||||
| 2558 N SAN FERNANDO RD | LOS ANGELES | CA | 90065 | NONE | PC | OPERATING SUPPORT | $25,000 |
| SAVING INNOCENCE INC | |||||||
| PO BOX 93037 | LOS ANGELES | CA | 90093 | NONE | PC | OPERATING SUPPORT | $30,000 |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 NORTH ALAMEDA ST SUITE 230 | LOS ANGELES | CA | 90012 | NONE | PC | 2021 MEMBERSHIP DUES | $7,600 |
| SPEAK UP FOUNDATION | |||||||
| 200 S BARRINGTON AVE 49771 | LOS ANGELES | CA | 90049 | NONE | PC | IFAMILY/ITUTORS | $50,000 |
| THE GABRIELLA FOUNDATION | |||||||
| 222 E 16TH ST | LOS ANGELES | CA | 90015 | NONE | PC | ITUTOR PROGRAM WITH SPEAK UP | $30,000 |
| THE POSSE FOUNDATION | |||||||
| 515 SOUTH FIGUEROA ST SUITE 300 | LOS ANGELES | CA | 90071 | NONE | PC | POSSE LOS ANGELES | $25,000 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD | SANTA MONICA | CA | 90403 | NONE | PC | STUART HOUSE SUPPORT | $50,000 |
| THE SEED FOUNDATION | |||||||
| 1730 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | PC | THE SEED SCHOOL OF LOS ANGELES COUNTY | $1,000,000 |
| THE UCLA FOUNDATION | |||||||
| 885 TIVERTON AVE SUITE 400 | LOS ANGELES | CA | 90024 | NONE | PC | DAVID GEFFEN SCHOOL OF MEDICINE JDF DEAN'S AWARD IN RESEARCH | $150,000 |
| THINK TOGETHER | |||||||
| 2101 EAST FOURTH ST SUITE 200B | SANTA ANA | CA | 92705 | NONE | PC | ORENDA EDUCATION - CRENSHAW HIGH SCHOOL | $100,000 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 8767 WILSHIRE BLVD SUITE 401 | BEVERLY HILLS | CA | 90211 | NONE | PC | POWER OF PRECISION CAMPAIGN | $100,000 |
| UNITED WAY OF GREATER LOS ANGELES | |||||||
| 1150 S OLIVE ST SUITE T500 | LOS ANGELES | CA | 90015 | NONE | PC | COVID-19 DISASTER RELIEF REPSONSE | $50,000 |
| USC ROSSIER SCHOOL OF EDUCATION | |||||||
| 3720 S FLOWER ST | LOS ANGELES | CA | 90089 | NONE | PC | LOS ANGELES EDUCATION OPEN | $50,000 |
| YOUTH EMERGING STRONGER | |||||||
| 1857 TAFT AVE | LOS ANGELES | CA | 90028 | NONE | PC | OPERATING SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,683,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 SOUTH CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PC | OPERATING SUPPORT | $25,000 |
| AFTER-SCHOOL ALL-STARS | |||||||
| 5900 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | OPERATING SUPPORT | $25,000 |
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS | |||||||
| 601 SOUTH FIGUEROA ST 4TH FLOOR | LOS ANGELES | CA | 90017 | NONE | PC | OPERATING SUPPORT | $75,000 |
| BOY SCOUTS OF AMERICA WEST LOS ANGELES COUNTY COUNCIL | |||||||
| 16525 SHERMAN WAY C-8 | VAN NUYS | CA | 91406 | NONE | PC | OUTREACH PROGRAM | $25,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD MS 29 | LOS ANGELES | CA | 90027 | NONE | PC | CHILDREN'S FUND | $25,000 |
| CITIZENS OF THE WORLD LOS ANGELES | |||||||
| 5371 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90036 | NONE | PC | OPERATING SUPPORT | $50,000 |
| CSUN FOUNDATION - VALLEY NONPROFIT RESOURCES | |||||||
| 18111 NORDHOFF ST | NORTHRIDGE | CA | 91330 | NONE | PC | OPERATING SUPPORT | $15,000 |
| DIVERSITY IN LEADERSHIP INSTITUTE | |||||||
| 2226 W 26TH PL | LOS ANGELES | CA | 90018 | NONE | PC | OPERATING SUPPORT | $50,000 |
| EQUITAS ACADEMY CHARTER SCHOOLS | |||||||
| 1612 W PICO BLVD | LOS ANGELES | CA | 90015 | NONE | PC | OPERATING SUPPORT | $65,000 |
| HARVARD UNIVERSITY | |||||||
| 114 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | PC | OPERATING SUPPORT FOR SOFTBALL PROGRAM | $50,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | OPERATING SUPPORT | $50,000 |
| INDEPENDENT SCHOOL ALLIANCE FOR MINORITY AFFAIRS | |||||||
| 5813A UPLANDER WAY | CULVER CITY | CA | 90230 | NONE | PC | OPERATING SUPPORT | $25,000 |
| INNOVATE PUBLIC SCHOOLS | |||||||
| 501 S BIXEL ST | LOS ANGELES | CA | 90016 | NONE | PC | LOS ANGELES OPERATING SUPPORT | $75,000 |
| JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC | |||||||
| 6250 FOREST LAWN DRIVE | LOS ANGELES | CA | 90068 | NONE | PC | OPERATING SUPPORT | $25,000 |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 W 5TH ST | LOS ANGELES | CA | 90071 | NONE | PC | CAREER ONLINE HIGH SCHOOL | $25,000 |
| LOS ANGELES METROPOLITAN DEBATE LEAGUE | |||||||
| 350 SOUTH GRAND AVE 50TH FL | LOS ANGELES | CA | 90071 | NONE | PC | OPERATING SUPPORT | $25,000 |
| NATIONAL SOCIETY OF BLACK ENGINEERS | |||||||
| 205 DAINGERFIELD RD | ALEXANDRIA | VA | 22314 | NONE | PC | SUMMER ENGINEERING EXPERIENCE FOR KIDS - LOS ANGELES | $25,000 |
| PARA LOS NINOS | |||||||
| 5000 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | NONE | PC | PARA LOS NIOS CHARTER SCHOOLS | $25,000 |
| PUENTE LEARNING CENTER | |||||||
| 501 S BOYLE AVE | LOS ANGELES | CA | 90033 | NONE | PC | OPERATING SUPPORT | $25,000 |
| SCRIPPS COLLEGE | |||||||
| 1030 COLUMBIA AVE 2009 | CLAREMONT | CA | 91711 | NONE | PC | COLLEGE ACADEMY | $25,000 |
| SOLA I CAN FOUNDATION | |||||||
| 8629 S VERMONT AVE | LOS ANGELES | CA | 90044 | NONE | PC | OPERATING SUPPORT | $30,000 |
| TEACH FOR AMERICA - LOS ANGELES | |||||||
| 606 S OLIVE ST | LOS ANGELES | CA | 90014 | NONE | PC | OPERATING SUPPORT | $20,000 |
| THE UCLA FOUNDATION | |||||||
| 885 TIVERTON AVE SUITE 400 | LOS ANGELES | CA | 90024 | NONE | PC | DAVID GEFFEN SCHOOL OF MEDICINE JDF DEAN'S AWARD IN RESEARCH | $150,000 |
| VISION TO LEARN | |||||||
| 12100 WILSHIRE BLVD SUITE 1275 | LOS ANGELES | CA | 90025 | NONE | PC | OPERATING SUPPPRT FOR LOS ANGELES | $15,000 |
| YOUNG EISNER SCHOLARS | |||||||
| PO BOX 3085 | INGLEWOOD | CA | 90304 | NONE | PC | OPERATING SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $970,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $755,497 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,722,884 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,478,381 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,478,381 | 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 | $39,600 | Amt |
| Net Investment Income | $35,640 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,960 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DOMESTIC & FOREIGN BONDS | BondNm |
| EOY Book Value | $3,886,777 | EOYBookValueAmt |
| EOYFMV | $3,886,777 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC STOCK | $47,828,244 | $47,828,244 |
| INT'L EQUITY & EQUITY FUNDS | $5,377,332 | $5,377,332 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,478,235 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,478,235 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $395,208 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $395,208 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS - SALIENT PRIVATE ACCESS TEI FUND | FMV | $1,361,014 | $1,361,014 |
| ALTERNATIVE INVESTMENTS - BLACKSTONE PARTNERS FUND | FMV | $10,894,164 | $10,894,164 |
| ASSET BACKED SECURTITIES-TCW | FMV | $629,578 | $629,578 |
| NON GOVT. CMOS-TCW | FMV | $346,908 | $346,908 |
| INTERNATIONAL EQUITY- JOHNSTON | FMV | $9,029,071 | $9,029,071 |
| INTERNATIONAL EQUITY- WELLINGTON | FMV | $7,560,209 | $7,560,209 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROPERTY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $178,759 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $143,498 | AccumulatedDepreciationAmt |
| Book Value | $35,261 | BookValueAmt |
| EOYFMV | $35,261 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDENDS RECEIVABLE | $57,812 | $46,725 | $46,725 |
| DEPOSITS | $14,548 | $23,548 | $23,548 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SUPPLIES & EXPENSES | $18,536 | $9,268 | $9,268 |
| INSURANCE | $15,185 | $3,796 | $11,389 |
| OFFICE SUPPLIES & EXPENSES | $3,662 | $1,783 | $1,879 |
| DUES & SUBSCRIPTIONS | $4,095 | $410 | $3,685 |
| GRANT EXPENSE | $135 | $0 | $135 |
| MISCELLANEOUS EXPENSES | $163 | $41 | $122 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| SALIENT PRIVATE ACCESS TEI FUND, L.P. | $17,608 |
| JOHNSTON INTERNATIONAL EQUITY FUND II, LP | -$44,947 |
| WELLINGTON TRUST COMPANY, NA | $175,747 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $24,422,432 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $47,666 | BOYBookValueAmt |
| EOY Book Value | $384,446 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $383,567 | $383,567 | $0 |
| PROFESSIONAL FEES | $2,800 | $2,800 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $483,077 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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