GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0 (EIN 95-3957582)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349104214
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T12:04:12-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118500 VON KARMAN AVE 10TH FLOORAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953957582EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GERALD OPPENHEIMER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGERABusinessNameControlTxt
Phone3104740900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110474 SANTA MONICA BLVD NO 303AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN PETTYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3104740900PhoneNum
Signature2021-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHENPersonFirstNm
Person LastPETTYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN YACKERPreparerPersonNm
PTINP00401346PTIN
Phone9492222999PhoneNum
Preparation2021-11-13PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,976,213FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$208,530DividendsRevAndExpnssAmt
Dividends Net Invst Incm$208,530DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,318,598NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$27,756,489GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,318,598CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$10OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$10OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,527,146TotalRevAndExpnssAmt
Total Net Invst Incm$2,527,146TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$120,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$60,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$60,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,550LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$314,921OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$188,597OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$84,360OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$17,453TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,195TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$224TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$110TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,161OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,045OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,988OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$464,809TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$251,837TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$149,458TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$395,679ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$679,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$860,488TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$251,837TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$829,258TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,666,658ExcessRevenueOverExpensesAmt
Net Investment Income$2,275,309NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,870CashBOYAmt
Cash EOY$79,407CashEOYAmt
Cash EOYFMV$79,407CashEOYFMVAmt
Sav And Temp Cash Invst BOY$828,520SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,202,187SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,202,187SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,242,553USGovernmentObligationsBOYAmt
US Government Obligations EOY$872,786USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$872,786USGovtObligationsEOYFMVAmt
Corporate Stock BOY$10,452,437CorporateStockBOYAmt
Corporate Stock EOY$12,582,066CorporateStockEOYAmt
Corporate Stock EOYFMV$12,582,066CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,086,850CorporateBondsBOYAmt
Corporate Bonds EOY$982,022CorporateBondsEOYAmt
Corporate Bonds EOYFMV$982,022CorporateBondsEOYFMVAmt
Other Investments BOY$1,155,669OtherInvestmentsBOYAmt
Other Investments EOY$633,727OtherInvestmentsEOYAmt
Other Investments EOYFMV$633,727OtherInvestmentsEOYFMVAmt
Other Assets BOY$748,269OtherAssetsBOYAmt
Other Assets EOY$624,018OtherAssetsEOYAmt
Other Assets EOYFMV$624,018OtherAssetsEOYFMVAmt
Total Assets BOY$15,569,168TotalAssetsBOYAmt
Total Assets EOY$16,976,213TotalAssetsEOYAmt
Total Assets EOYFMV$16,976,213TotalAssetsEOYFMVAmt
Accounts Payable BOY$9,164AccountsPayableBOYAmt
Accounts Payable EOY$15,955AccountsPayableEOYAmt
Grants Payable BOY$1,376,866GrantsPayableBOYAmt
Grants Payable EOY$1,092,745GrantsPayableEOYAmt
Total Liabilities BOY$1,386,030TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,108,700TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$14,183,138RetainedEarningBOYAmt
Retained Earning EOY$15,867,513RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,183,138TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,867,513TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,569,168TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,976,213TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,183,138TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,666,658ExcessRevenueOverExpensesAmt
Other Increases$17,717OtherIncreasesAmt
Subtotal$15,867,513SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,867,513TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2019-12-312020-12-31$27,732,958$25,437,891$2,295,067$2,295,067
CAPITAL GAINS DIVIDENDS$23,531$23,531$23,531P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,318,598CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$31,627InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$31,627SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$31,627TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$15,044ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$29,044TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,583TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN PETTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3104740900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110474 SANTA MONICA BLVD NO 303AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERALD OPPENHEIMER
PO BOX 30BEVERLY HILLSCA90213PRESIDENT4.00$120,000$0$0
GAIL OPPENHEIMER
PO BOX 30BEVERLY HILLSCA90213CHAIRPERSON1.00$0$0$0
BILL OPPENHEIMER
PO BOX 30BEVERLY HILLSCA90213VICE PRESIDENT1.00$0$0$0
MARK OPPENHEIMER
PO BOX 30BEVERLY HILLSCA90213VICE PRESIDENT1.00$0$0$0
STEPHEN PETTY
PO BOX 30BEVERLY HILLSCA90213TREASURER10.00$0$0$0
TRACEY BOLDEMANN-TATKIN
PO BOX 30BEVERLY HILLSCA90213SECRETARY16.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SYSTEMS DESIGN ASSOCIATES
PO BOX 30BEVERLY HILLSCA90213ACC'G/INVEST MGMNT$181,245
TD AMERITRADE
PO BOX 660567DALLASTX75265ACC'G/INVEST MGMNT$51,240
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,667,846AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,711,908AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$624,018FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,003,772TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,003,772AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$225,057CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,778,715NetVlNoncharitableAssetsAmt
Minimum Investment Return$738,936MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$738,936MinimumInvestmentReturnAmt
Tax Based On Investment Income$31,627TaxBasedOnInvestmentIncomeAmt
Total Tax$31,627TotalTaxAmt
Distributable Before Adj$707,309DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$707,309DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$707,309DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$829,258ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$829,258QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$829,258AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$707,309DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$64,549ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$176,506ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$3,911ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$244,966TotalExcessDistributionCyovAmt
Qualifying Distributions$829,258QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$707,309AppliedToCurrentYearAmt
Remaining Distri From Corpus$121,949RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$366,915TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$366,915ExcessDistriCyovToNextYrAmt
Excess From Year4$64,549ExcessFromYear4Amt
Excess From Year3$176,506ExcessFromYear3Amt
Excess From Year1$3,911ExcessFromYear1Amt
Excess From Current Year$121,949ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGERALD OPPENHEIMERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BOYS & GIRLS CLUBS OF MARION COUNTY
PO BOX 4109OCALAFL34474NONEPCGENERAL SUPPORT$2,000
CENTER THEATRE GROUP OF LOS ANGELES
601 WEST TEMPLE STREETLOS ANGELESCA90012NONEPCGENERAL SUPPORT$6,000
CHESHIRE ACADEMY
10 MAIN STCHESHIRECT06410NONEPCGENERAL SUPPORT$10,000
CHURCH AT THE SPRINGS
5424 SE 58TH AVEOCALAFL34480NONEPCGENERAL SUPPORT$5,000
CHURCH OF THE GOOD SHEPHERD
504 N ROXBURY DRIVEBEVERLY HILLSCA90210NONEPCGENERAL SUPPORT$4,500
CLASSICAL KUSC
PO BOX 77913LOS ANGELESCA90007NONEPCGENERAL SUPPORT$1,000
COLLEAGUES
3312 PICO BLVDSANTA MONICACA90405NONEPCGENERAL SUPPORT$500
CORAM ACADEMY
4900 WICHITA TRAILFLOWER MOUNDTX75022NONEPCGENERAL SUPPORT$2,500
EPISCOPAL COMMUNITY SERVICES
11 E 40TH STKANSAS CITYMO64111NONEPCGENERAL SUPPORT$1,000
FAMILY CARE FOUNDATION
PO BOX 1039SPRING VALLEYCA91979NONEPCGENERAL SUPPORT$62,500
FIRST STEPS DAYCARE
2801 SE MARICAMP ROADOCALAFL34471NONEPCGENERAL SUPPORT$2,500
FIRST
200 BEDFORD STREETMANCHESTERNH03101NONEPCGENERAL SUPPORT$10,000
HAPPY HEARTS FOUNDATION
11747 NW 61ST TERRACEALACHUAFL32615NONEPCGENERAL SUPPORT$500
HOMELESS CATS INCORPORATED
8711 SW 66TH AVEOCALAFL34476NONEPCGENERAL SUPPORT$5,000
KPFK RADIOPACIFICA FOUNDATION
3729 CAHUENGA BLVDWEST NORTH HOLLYWOODCA91604NONEPCGENERAL SUPPORT$1,000
LOS ANGELES COUNTY MUSEUM
5905 WILSHIRE BLVDLOS ANGELESCA90036NONEPCGENERAL SUPPORT$6,500
LOS ANGELES PHILHARMONIC
151 SOUTH GRAND AVELOS ANGELESCA90012NONEPCGENERAL SUPPORT$15,500
MARION COUNTY PUBLIC EDUCATION FOUNDATION
PO BOX 670OCALAFL34478NONEPCGENERAL SUPPORT$500
MARION COUNTY SENIOR SERVICES
1101 SW 20TH CTOCALAFL34471NONEPCGENERAL SUPPORT$15,000
MARYMOUNT HIGH SCHOOL
10643 SUNSET BLVDLOS ANGELESCA90077NONEPCGENERAL SUPPORT$5,000
MEADOWBROOK ACADEMY
4741 SW 20 ST BUILDING 1OCALAFL34474NONEPCGENERAL SUPPORT$500
MUSIC CENTER
135 N GRAND AVELOS ANGELESCA90012NONEPCGENERAL SUPPORT$5,800
NAVIGATORS
PO BOX 6097ALBERT LEAMN56007NONEPCGENERAL SUPPORT$2,000
NEW COVENANT SCHOOLS
122 FLEETWOOD DRLYNCHBURGVA24501NONEPCGENERAL SUPPORT$8,000
NEW YORK FINE ARTS INC
219 W 19TH STNEW YORKNM10011NONEPCGENERAL SUPPORT$11,100
PETERSEN AUTOMOTIVE MUSEUM
6060 WILSHIRE BLVDLOS ANGELESCA90036NONEPCGENERAL SUPPORT$2,500
SHELTERING HANDS
PO BOX 843WILLISTONFL32696NONEPCGENERAL SUPPORT$500
THE LITTLE THEATRE OF CHATTANOOGA
PO BOX 4023CHATTANOOGATN37405NONEPCGENERAL SUPPORT$8,000
THREEPENNY REVIEW
PO BOX 9131BERKELEYCA94709NONEPCGENERAL SUPPORT$3,000
UC REGENTS
100 UCLA MEDICAL PLAZA 510LOS ANGELESCA90095NONEPCGENERAL SUPPORT$17,400
UCLA FOUNDATION PEDIATRIC
885 TIVERTON DR 200LOS ANGELESCA90095NONEPCGENERAL SUPPORT$5,000
UCLA FOUNDATION
PO BOX 7145PASADENACA91109NONEPCGENERAL SUPPORT$100,000
UCLA FOUNDATIONCAIM
100 UCLA MEDICAL PLAZA 265 BOXLOS ANGELESCA90095NONEPCGENERAL SUPPORT$330,000957018
UCLA LONGEVITY CENTER
10945 LE CONTE AVE 3119LOS ANGELESCA90095NONEPCGENERAL SUPPORT$5,500
VETERANS PARK CONSERVANCY
11661 SAN VICENTE BLVD STE 204LOS ANGELESCA90049NONEPCGENERAL SUPPORT$24,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$679,800TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UCLA SCHOOL OF MEDICINE CAIMBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 MEDICAL PLAZA DRIVEWAYAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90095ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$1,092,745Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,092,745TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$208,530ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,318,598ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Exclusion01ExclusionCd
Exclusion$10ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,527,146ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,527,146TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVARIOUS CORPORATE BONDS - SEE ATTACHMENTBondNm
EOY Book Value$982,022EOYBookValueAmt
EOYFMV$982,022EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS MUTUAL FUNDS - SEE ATTACHMENTStockNm
EOY Book Value$12,582,066EOYBookValueAmt
EOYFMV$12,582,066EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$872,786USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$872,786USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVARIOUS INVESTMENTS - SEE ATTACHMENTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$633,727BookValueAmt
EOYFMV$633,727EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,550LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CONCORDIA HEALTHCARE PARTNERS LLC$189,160
SPECIALISTS ON CALL INC.$47,000
ELIRA THERAPEUTICS$512,109$624,018$624,018

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND PUBLICATIONS$3,871$0$3,871
D & O INSURANCE$2,233$1,117$1,117
INVESTMENT EXPENSE$928$928$0
MISCELLANEOUS$129$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$10NetInvestmentIncomeAmt
Adjusted Net Income$10AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAINS/LOSSESDesc
Amt$17,717Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT$188,597$188,597$0
MANAGEMENT$126,324$0$84,360

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,195$1,195$0
CA TAXES$10$0$0
FEDERAL TAX$16,248$0$0

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