FLORA L THORNTON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FLORA L THORNTON FOUNDATION (EIN 95-3855595)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-10-13
- IRS object ID
- 202002879349101200
- Schema version
- 2018v3.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-13T18:23:14-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954184303 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLDWELL SCLAFANI & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3239 NORTH VERDUGO ROAD | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 912081633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953855595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORA L THORNTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 4159147142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 BATTERY STREET NO 100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD GALAFARO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2136297819 | PhoneNum |
| Signature | 2020-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS SCLAFANI | PreparerPersonNm |
| PTIN | P00021890 | PTIN |
| Phone | 8182492085 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.93.36.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-13 | IPDt |
| IP Tm | 11:21:25 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8A8EC9F350C180685FEFA19463687E6129E6E778 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C2715FE70939F0B96177B41683B3FC7E799BEEA5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,352,536 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $722,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $722,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,112,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,352,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,112,207 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34,847 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,847 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,869,286 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,842,286 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $87,010 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,272 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $68,738 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,854 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $267,139 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $228,937 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,202 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,578 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,152 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,856 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,007 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,007 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,622 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $456,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $250,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $121,803 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,353,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,353,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,809,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $250,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,474,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,591,923 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $273,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $715,417 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $715,417 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,946,627 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,107,064 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,167,543 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,251,809 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,383,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,214,190 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,460,813 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,374,472 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,417,589 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $29,349,969 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,753,988 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,837,315 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $482 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $482 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,282,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,335,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,352,536 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,171 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,171 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,236,839 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,236,839 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $33,042,504 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,098,482 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,279,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,335,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,282,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,335,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,279,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,446 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,338,789 | SubtotalAmt |
| Other Decreases | $3,468 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,335,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY A/C-1001 NSTCG DETAIL | P | 2019-11-30 | $2,306,500 | $2,306,438 | $62 | $62 |
| MORGAN STANLEY A/C-0574 NSTCG DETAIL | P | 2019-11-30 | $152,419 | $156,056 | -$3,637 | -$3,637 |
| MORGAN STANLEY A/C-0574 NSTCG DETAIL | P | 2019-11-30 | $327,673 | $323,112 | $4,561 | $4,561 |
| MORGAN STANLEY A/C-3150 NSTCG DETAIL | P | 2019-11-30 | $283,948 | $284,524 | -$576 | -$576 |
| MORGAN STANLEY A/C-3150 NSTCG DETAIL | P | 2019-11-30 | $652,872 | $728,243 | -$75,371 | -$75,371 |
| MORGAN STANLEY A/C-3279 NSTCG DETAIL | P | 2019-11-30 | $1,116,175 | $680,099 | $436,076 | $436,076 |
| MORGAN STANLEY A/C-5041 NSTCG DETAIL | P | 2019-11-30 | $1,856,707 | $679,320 | $1,177,387 | $1,177,387 |
| MORGAN STANLEY A/C-9774 NSTCG DETAIL | P | 2019-11-30 | $248,062 | $22,058 | $226,004 | $226,004 |
| MORGAN STANLEY A/C-9774 NSTCG DETAIL | P | 2019-11-30 | $60,000 | $60,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $347,701 | $347,701 | $347,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,112,207 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,359,835 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $47,079,735 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050124 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,831,809 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,705,341 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040975 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,682,262 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,673,359 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039422 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,982,845 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,586,141 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046561 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $926,082 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $44,137,071 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020982 | DistributionYr5Rt |
| Total Distribution | 0.198064 | TotalDistributionRt |
| Average Distribution | 0.039613 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $48,746,511 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,930,996 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,919 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,956,915 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,474,833 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $25,919 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,919 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,972 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,972 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,053 | OverpaymentAmt |
| Applied To ES Tax | $17,053 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD GALOFARO TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2136297600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 624 SOUTH GRAND AVENUE SUITE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| LANEY THORNTON | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| EDWARD A LANDRY | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE EMERITUS | 5.00 | $0 | $0 | $0 |
| ELIZABETH THORNTON TROY | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ERIC SMALL | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JENNIFER THORNTON WIELAND | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CHARLES THORNTON III | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| KAY TORNBORG | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | EXECUTIVE DIRECTOR | 40.00 | $87,010 | $0 | $0 |
| RICHARD GALOFARO | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $48,927,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $560,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,488,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,488,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $742,333 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,746,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,437,326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,437,326 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,919 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,919 | TotalTaxAmt |
| Distributable Before Adj | $2,411,407 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,411,407 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,411,407 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,474,833 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,474,833 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $25,919 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,448,914 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,411,407 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $32,770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,770 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,474,833 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,411,407 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,426 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $96,196 | 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 | $96,196 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $32,770 | ExcessFromYear1Amt |
| Excess From Current Year | $63,426 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD GALOFARO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 624 SOUTH GRAND AVENUE SUITE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2136297600 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE FOUNDATION | ||||||||||||
| 1100 NEW JERSEY AVE SE STE 900 | WASHINGTON | DC | 20003 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 | |||||
| AMERICAN YOUTH SYMPHONY | ||||||||||||
| 3424 WILSHIRE BLVD 830 | LOS ANGELES | CA | 90010 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||||
| AS YOU SOW | ||||||||||||
| 1611 TELEGRAPH AVENUE STE 1450 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | GENERAL SUPPORT | $40,000 | |||||
| AUTRY MUSEUM OF THE AMERICAN WEST | ||||||||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 90027 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |||||
| CALIFORNIANS FOR POPULATION STABILIZATION | ||||||||||||
| 675 E SANTA CLARA STREET STE 860 | VENTURA | CA | 93002 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||||
| CATE SCHOOL | ||||||||||||
| 1960 CATE MESA RD | CARPINTERIA | CA | 93103 | NONE | 501(C)(3) | GENERAL SUPPORT | $41,000 | |||||
| CENTER FOR CLIMATE PROTECTION | ||||||||||||
| PO BOX 3785 | SANTA ROSA | CA | 95402 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| CENTER FOR ENVIRONMENTAL HEALTH | ||||||||||||
| 2201 BROADWAY 302 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| CENTER FOR IMMIGRATION STUDIES | ||||||||||||
| 1629 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | ||||||||||||
| 1220 L STREET NW STE 300 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL SUPPORT | $40,000 | |||||
| CHILDREN OF CONSERVATION | ||||||||||||
| PO BOX 412470 | LOS ANGELES | CA | 90041 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||||
| CONSERVATION INTERNATIONAL | ||||||||||||
| 2011 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| ENGENDER HEALTH | ||||||||||||
| 440 NINTH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| ENVIRONMENTAL DEFENSE FUND | ||||||||||||
| 123 MISSION ST 28TH FLOOR | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| EPIC | ||||||||||||
| 1718 CONNECTICUT AVE NW SUITE 200 | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| FEDERATION FOR AMERICAN IMMIGRATION REFORM | ||||||||||||
| 25 MASSACHUSETTS AVE NW STE 330 | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||||
| FIRST BASE FOUNDATION | ||||||||||||
| 519 BROWNING ST | MILL VALLEY | CA | 94941 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| FLINTRIDGE PREPARATORY SCHOOL | ||||||||||||
| 4543 CROWN AVE | LA CANADA FLINTRIDGE | CA | 91011 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,500 | |||||
| FOOD FORWARD | ||||||||||||
| 7412 FULTON AVE 3 | NORTH HOLLYWOOD | CA | 91605 | NONE | 501(C)(3) | GENERAL SUPPORT | $80,000 | |||||
| FRIENDS OF THE URBAN FOREST | ||||||||||||
| PRESIDIO OF SAN FRANCISCO-1007 GEN | SAN FRANCISCO | CA | 941291405 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | KENNEDY AVE STE 1 | ||||
| GREATER LOS ANGELES ZOO ASSOCIATION | ||||||||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | NONE | 501(C)(3) | GENERAL SUPPORT | $107,000 | |||||
| GREENBELT ALLIANCE | ||||||||||||
| 312 SUTTER STREET STE 510 | SAN FRANCISCO | CA | 94108 | NONE | 501(C)(3) | GENERAL SUPPORT | $105,000 | |||||
| HAMPSHIRE COLLEGE | ||||||||||||
| 893 WEST STREET | AMHERST | MA | 01002 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |||||
| HARVARD BUSINESS SCHOOL | ||||||||||||
| ALUMNI DEVELOPMENT SVCS-124 MOUNT | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | AUBURN ST | ||||
| HEART OF LOS ANGELES | ||||||||||||
| 2701 WILSHIRE BLVD STE 100 | LOS ANGELES | CA | 90057 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |||||
| KCRW FOUNDATION | ||||||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 | |||||
| KUSC RADIO | ||||||||||||
| 1149 S HILL ST STE H100 | LOS ANGELES | CA | 90015 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |||||
| LIBRARY FOUNDATION OF LOS ANGELES | ||||||||||||
| 630 W 5TH STREET | LOS ANGELES | CA | 90071 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |||||
| LOS ANGELES OPERA | ||||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| LOS ANGELES PHILHARMONIC | ||||||||||||
| 111 S GRAND AVE | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| NATURAL HISTORY MUSEUM OF LOS ANGELES | ||||||||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 111 SUTTER ST 21ST FLOOR | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |||||
| NATURE CONSERVANCY CALIFORNIA | ||||||||||||
| 4245 N FAIRFAX DRIVE | ARLINGTON | VA | 222031606 | NONE | 501(C)(3) | GENERAL SUPPORTGENERAL SUPPORT | $75,000 | |||||
| NUMBERS USA | ||||||||||||
| 1400 CRYSTAL DR STE 240 | ARLINGTON | VA | 22202 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| OPERA LEAGUE OF LOS ANGELES | ||||||||||||
| 135 N GRAND AVE 327 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | GENERAL SUPPORT | $40,000 | |||||
| PACIFIC FOREST TRUST | ||||||||||||
| PRESIDIO OF SAN FRANCISCO-1001-A | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | OREILLY AVE | ||||
| PARISH OF ST MATTHEW | ||||||||||||
| 1031 BIENVENEDA AVE | PACIFIC PALISADES | CA | 90272 | NONE | 501(C)(3) | GENERAL SUPPORT | $40,000 | |||||
| PASADENA HUMANE SOCIETY | ||||||||||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||||
| PCI MEDIA IMPACT | ||||||||||||
| 777 UNITED NATIONS PLAZA 5TH FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |||||
| PEPPERWOOD FOUNDATION | ||||||||||||
| 2130 PEPPERWOOD PRESERVE ROAD | SANTA ROSA | CA | 95404 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| POPULATION MEDIA CENTER | ||||||||||||
| 30 KIMBALL AVE 302 | SOUTH BURLINGTON | VT | 05403 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| PROGRESSIVES FOR IMMIGRATION | ||||||||||||
| 1701 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| RAINFOREST ALLIANCE | ||||||||||||
| 223 BROADWAY 28TH FLOOR | NEW YORK | NY | 10279 | NONE | 501(C)(3) | GENERAL SUPPORT | $60,000 | |||||
| RARE | ||||||||||||
| 1310 NO COURTHOUSE RD STE 110 | ARLINGTON | VA | 22201 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| ROCKY MOUNTAIN INSTITUTE | ||||||||||||
| 1820 FOLSOM ST | BOULDER | CO | 80302 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| SAVE THE REDWOODS LEAGUE | ||||||||||||
| 111 SUTTER ST 28TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | GENERAL SUPPORT | $40,000 | |||||
| SKIRBALL CULTURAL CENTER | ||||||||||||
| 2701 N SEPULVDA BLVD | LOS ANGELES | CA | 90049 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 | |||||
| STUDENTS RUN LA | ||||||||||||
| 5252 CREBS AVE | TARZANA | CA | 91356 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| SUSTAINABLE CONSERVATION | ||||||||||||
| 98 BATTERY ST STE 302 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| TRUST FOR PUBLIC LAND | ||||||||||||
| 135 W GREEN ST | PASADENA | CA | 91105 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| VERRA | ||||||||||||
| ONE THOMAS CIRCLE NW STE 1050 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| WILD AID | ||||||||||||
| 233 BROADWAY 2705 | NEW YORK | NY | 10279 | NONE | 501(C)(3) | GENERAL SUPPORT | $40,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | ||||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |||||
| YOSEMITE CONSERVANCY | ||||||||||||
| 101 MONTGOMERY ST 1700 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |||||
| BKS LYENGAR YOGA INSTITUTE LOS ANGELES | ||||||||||||
| 1835 S LA CIENEGA BLVD STE 240 | LOS ANGELES | CA | 90035 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |||||
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 94118 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||||
| CALIFORNIA SCIENCE CENTER | ||||||||||||
| 700 EXPOSITION PARK DR | LOS ANGELES | CA | 90037 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| COMMUNITY PARTNERS FOR STUD | ||||||||||||
| 1000 N ALAMEDA ST | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| COMPASSION & CHOICES | ||||||||||||
| 101 SW MADISON ST 8009 | PORTLAND | OR | 97207 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| CPMC FOUNDATION | ||||||||||||
| 2015 STEINER ST | SAN FRANCISCO | CA | 94115 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | |||||
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||||||
| 10350 SANTA MONICA BLVD STE 120 | LOS ANGELES | CA | 90025 | NONE | 501(C)(3) | GENERAL SUPPORT | $60,000 | |||||
| DORSEY HIGH SCHOOL | ||||||||||||
| 3537 FARMDALE AVE | LOS ANGELES | CA | 90016 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||||
| EXPERIMENTAL FARM NETWORK | ||||||||||||
| 5447 MORRIS ST | PHILADELPHIA | PA | 19107 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| FULL CIRCLE FUND | ||||||||||||
| 901 MISSION ST 306 | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| HARVARD UNIVERSITY CENTER FOR ENVIRONMENT | ||||||||||||
| 26 OXFORD ST | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||||
| INTERNATIONAL HIGH SCHOOL | ||||||||||||
| 625 COLEMAN AVE | LOS ANGELES | CA | 90042 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,500 | |||||
| INTERNATIONAL PLANNED PARENTHOOD | ||||||||||||
| NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | 4 NEWHAMS ROW | LONDON | UK | SE1 3UZ | |||||
| JACK LONDON PARK PARTNERS | ||||||||||||
| 2400 LONDON RANCH ROAD | GLEN ELLEN | CA | 95442 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| LAS MADRINAS | ||||||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |||||
| MAPS | ||||||||||||
| 1115 MISSION STREET | SANTA CRUZ | CA | 950609989 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| MORGAN STANLEY GIFT (DAF) #9464 | ||||||||||||
| 555 CALIFORNIA ST 14TH FL | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | GENERAL SUPPORT | $125,000 | |||||
| MOUNTAIN GORILLA VETERINARY | ||||||||||||
| PO BOX 356 | DAVIS | CA | 95617 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| MUSE-IQUE | ||||||||||||
| 300 E GREEN ST 3RD | PASADENA | CA | 91101 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |||||
| O STREET MUSEUM FOUNDATION | ||||||||||||
| 2016 O ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,500 | |||||
| OCEANIC SOCIETY | ||||||||||||
| PO BOX 844 | ROSS | CA | 94957 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | |||||
| RESOLVE | ||||||||||||
| 1255 23RD ST NW STE 275 | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| SHAKESPEARE CENTER OF LA | ||||||||||||
| 1238 W 1ST ST | LOS ANGELES | CA | 90026 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | |||||
| SONOMA ASHRAM FOUNDATION | ||||||||||||
| 1087 CRAIG AVE | SONOMA | CA | 95476 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||||||
| 201 WEST MAIN STREET STE 14 | CHARLOTTESVILLE | VA | 22902 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 | |||||
| SPUR | ||||||||||||
| 654 MISSTION STREET | SAN FRANCISCO | CA | 941054015 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| TEN STRANDS | ||||||||||||
| 1007 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| THE CLIMATE REALITY PROJECT | ||||||||||||
| 555 11TH STREET NW STE 601 | WASHINGTON | DC | 20004 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| THE KERULOS CENTER | ||||||||||||
| PO BOX 1446 | JACKSONVILLE | OR | 97530 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| THE STANFORD FUND | ||||||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | 501(C)(3) | GENERAL SUPPORT | $4,500 | |||||
| THE TREVOR PROJECT | ||||||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| THORNTON FAMILY FOUNDATION | ||||||||||||
| 633 BATTERY STREET | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,530 | |||||
| UCLA FOUNDATION | ||||||||||||
| 10889 WILSHIRE BLVD 110 | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | GENERAL SUPPORT | $35,000 | |||||
| UNIVERSITY OF SAN DIEGO | ||||||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| USC | ||||||||||||
| 3716 S HOPE ST | LOS ANGELES | CA | 90071 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 | |||||
| WEBB SCHOOLS | ||||||||||||
| 1175 W BASELINE RD | CLAREMONT | CA | 91711 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| YOUNG MUSICIANS FOUNDATION | ||||||||||||
| 1844 CYPRESS AVE 101 | LOS ANGELES | CA | 90065 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,353,030 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND FYE 11/30/2012 | Desc |
| Exclusion | $27,000 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $722,232 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,847 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,112,207 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,869,286 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,869,286 | 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 | CategoryTxt |
| Amt | $14,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MARKETABLE SECURITIES-CORP BONDS | BondNm |
| EOY Book Value | $1,374,472 | EOYBookValueAmt |
| EOYFMV | $1,417,589 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES-STOCKS | StockNm |
| EOY Book Value | $4,383,898 | EOYBookValueAmt |
| EOYFMV | $8,214,190 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,107,064 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,167,543 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $9,876,525 | $9,484,206 |
| OTHER INVESTMENTS | AT COST | $12,154,610 | $19,546,397 |
| EXCHANGE TRADED FUNDS | AT COST | $6,722,853 | $7,806,712 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $22,854 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO/FR BROKER UNSETTLED PURCHASED | Desc |
| EOY Book Value | $482 | EOYBookValueAmt |
| EOYFMV | $482 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST PRINCIPAL | Desc |
| Amt | $3,468 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $4,435 | $0 | $0 |
| MISCELLANEOUS | $15,519 | $0 | $0 |
| TELEPHONE | $1,396 | $0 | $0 |
| INSURANCE | $6,584 | $0 | $0 |
| BANK CHARGES | $18 | $0 | $0 |
| EQUIPMENT EXPENSE | $54 | $0 | $0 |
| PORTFOLIO DEDUCTIONS | $302 | $0 | $0 |
| OTHER DEDUCTIONS | $1,065 | $0 | $0 |
| OTHER PASS THRU EXPENSES | $247 | $0 | $0 |
| INTEREST EXPENSE - CAROLWOOD PARTNERS | $2 | $2 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM MORGAN STANLEY A/C #1001,0574,9774 | $4,263 | $4,263 | $4,263 |
| CAROLWOOD INVESTMENT - OTHER PORTFOLIO INCOME | -$2,865 | -$2,865 | -$2,865 |
| AMORTIZATION OF ORGAINZATION EXP - CAROLWOOD INV | $19 | $19 | $19 |
| OTHER NONTAXABLE INCOME - CAROLWOOD INV | $1,528 | $1,528 | $1,528 |
| SECTION 1231 GAIN-CAROLWOOD PARTNERS | $584 | $584 | $584 |
| OTHER INCOME - CAROLWOOD PARTNERS | $1,399 | $1,399 | $1,399 |
| OTHER TAX-EXEMPT - CAROLWOOD PARTNERS | $2,919 | $2,919 | $2,919 |
| FEDERAL EXCISE TAX REFUND FYE 11/30/2012 | $27,000 | $27,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO/FROM BROKER-UNSETTLED TRADES | Desc |
| BOY Book Value | $3,171 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $218,617 | $218,617 | $0 |
| CONSULTANTS | $48,522 | $10,320 | $38,202 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $15,008 | $3,152 | $11,856 |
| FOREIGN TAXES WITHHELD | $910 | $0 | $0 |
| REGISTRY OF TRUSTS | $150 | $0 | $0 |
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| FEDERAL EXCISE TAXES | $16,500 | $0 | $0 |