ROSENTHAL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROSENTHAL FAMILY FOUNDATION (EIN 26-2982710)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-15
- IRS object ID
- 202013209349100526
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-15T17:36:29-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD SUITE 1100 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262982710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENTHAL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 8189813115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 N LARCHMONT BLVD NO 803 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP ROSENTHAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8189813115 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 3104770450 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.90.17.200 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 20:23:51 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 45A0DEE88EBA5BC01B2D6E064F66B43F0304238A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | 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 | $13,572,231 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,011,929 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $732,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $732,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,236,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,414,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,236,799 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,981,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,969,314 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,614 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,614 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,176 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,294 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,882 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $273,080 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $385 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $272,695 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,638 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $170 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $570 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $570 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $723 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $723 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $319,801 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $298,654 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,763,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,968,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,083,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,267,154 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $897,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,961,635 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $248,446 | CashBOYAmt |
| Cash EOY | $62,228 | CashEOYAmt |
| Cash EOYFMV | $62,228 | CashEOYFMVAmt |
| Other Investments BOY | $13,138,287 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,510,003 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,510,003 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,386,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,572,231 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,572,231 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $47,054 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $300,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $120,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $10,676 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,676 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $357,730 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $130,676 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,029,003 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,441,555 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,029,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,441,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,386,733 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,572,231 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,029,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $897,942 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,926,945 | SubtotalAmt |
| Other Decreases | $485,390 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,441,555 | 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 |
|---|---|---|---|---|
| VARIOUS SECURITIES | $1,497,285 | $1,494,661 | $2,624 | $2,624 |
| VARIOUS SECURITIES | $2,408,449 | $2,368,263 | $40,186 | $40,186 |
| VARIOUS SECURITIES | $1,509,098 | $315,109 | $1,193,989 | $1,193,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,236,799 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,775,376 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,599,484 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.458382 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,941,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,642,472 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.276397 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,111,116 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,239,888 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.276792 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,803,174 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,475,791 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.208016 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,678,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $615,401 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 4.352772 | DistributionYr5Rt |
| Total Distribution | 5.572359 | TotalDistributionRt |
| Average Distribution | 1.114472 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,009,286 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,498,485 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,616 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,518,101 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,267,154 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,233 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,233 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $482 | EsPenaltyAmt |
| Tax Due | $14,715 | TaxDueAmt |
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 |
| Individual With Books | FREEDMAN BRODER AND CO | IndividualWithBooksNm |
| Phone | 3107341234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 CA-2 400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| PHILIP ROSENTHAL | ||||||||
| 137 N LARCHMONT BLVD 803 | LOS ANGELES | CA | 90004 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MONICA ROSENTHAL | ||||||||
| 137 N LARCHMONT BLVD 803 | LOS ANGELES | CA | 90004 | CFO | 1.00 | $0 | $0 | $0 |
| PATTI FELKER | ||||||||
| 137 N LARCHMONT BLVD 803 | LOS ANGELES | CA | 90004 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUNDAMENTAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH BEVERLY DRIVE SUITE 420 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANT MANAGEMENT | ServiceTypeTxt |
| Compensation | $272,695 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,966,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $241,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,207,397 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,207,397 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $198,111 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,009,286 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $650,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $650,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,233 | TotalTaxAmt |
| Distributable Before Adj | $611,231 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $611,231 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $611,231 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,267,154 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,267,154 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,267,154 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $611,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,656,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,144,993 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,559,888 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,422,283 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,158,109 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,941,696 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,267,154 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $611,231 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,655,923 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,597,619 | 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 | $2,656,423 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,941,196 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,144,993 | ExcessFromYear4Amt |
| Excess From Year3 | $2,559,888 | ExcessFromYear3Amt |
| Excess From Year2 | $2,422,283 | ExcessFromYear2Amt |
| Excess From Year1 | $5,158,109 | ExcessFromYear1Amt |
| Excess From Current Year | $3,655,923 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP ROSENTHAL | ContributingManagerNm |
| Contributing Manager | MONICA ROSENTHAL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 24TH STREET THEATRE CO | ||||||||
| 1117 WEST 24TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| A PLACE CALLED HOME | ||||||||
| 2830 SOUTH CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| ACTOR'S GANG INC | ||||||||
| 9070 VENICE BLVD | CULVER CITY | CA | 90232 | NONE | PC | PROGRAM SUPPORT | $60,000 | |
| ADVOT PROJECT | ||||||||
| 1033 S STANLEY AVENUE | LOS ANGELES | CA | 90019 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ALEX'S LEMONADE STAND FOUNDATION | ||||||||
| 111 PRESIDENTIAL BOULEVARD SUITE | BALA CYNWYD | PA | 19004 | NONE | PC | GENERAL SUPPORT | $50,000 | 203 |
| ALLIANCE FOR JUSTICE | ||||||||
| 11 DUPONT CIRCLE NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| ALLIANCE FOR YOUTH ORGANIZING | ||||||||
| 915 5TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| AMERICANS FOR THE ARTS | ||||||||
| 1000 VERMONT AVENUE NW 6TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| ARDEN THEATRE COMPANY | ||||||||
| 40 N 2ND ST | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL SUPPORT AND PROGRAM SUPPORT | $150,000 | |
| ARTS FOR LA | ||||||||
| 1149 S HILL SUITE H-100 | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| ARTWORXLA | ||||||||
| 1140 N CITRUS | LOS ANGELES | CA | 90038 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BET TZEDEK | ||||||||
| 3250 WILSHIRE BLVD 13TH FLOOR | LOS ANGELES | CA | 900101577 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| BIG SUNDAY | ||||||||
| 6111 MELROSE AVENUE | LOS ANGELES | CA | 90038 | NONE | PC | GENERAL SUPPORT AND PROGRAM SUPPORT | $77,500 | |
| CALIFORNIANS FOR THE ARTS | ||||||||
| 915 L STREET C-422 | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CAPITAL & MAIN | ||||||||
| 1910 W SUNSET BLVD 740 | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CASA MYRNA | ||||||||
| 38 WAREHAM STREET SECOND FLOOR | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CENTER THEATRE GROUP OF LA | ||||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT AND PROGRAM SUPPORT | $165,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CHINATI FOUNDATION | ||||||||
| PO BOX 1135 1 CAVALRY ROW | MARFA | TX | 79843 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| CITY YEAR | ||||||||
| 606 S OLIVE ST 2ND FLOOR | LOS ANGELES | CA | 90014 | NONE | PC | PROGRAM SUPPORT | $200,000 | |
| COLOROFCHANGEORG EDUCATION FUND | ||||||||
| 1714 FRANKLIN STREET SUITE 100-136 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| CREATIVE ACTS LLC | ||||||||
| 1000 S HOPE STREET 522 | LOS ANGELES | CA | 90015 | NONE | NC | GENERAL SUPPORT AND PROGRAM SUPPORT | $100,000 | |
| DEMOS A NETWORK FOR IDEAS AND ACTION LTD | ||||||||
| 80 BROAD STREET 4TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| DREAM A WORLD EDUCATION | ||||||||
| 256 S ROBERTSON BLVD STE 2288 | BEVERLY HILLS | CA | 90211 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| EPILEPSY FOUNDATION | ||||||||
| 5777 W CENTURY BLVD SUITE 820 | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| EQUALITY NOW | ||||||||
| 10536 CULVER BOULEVARD | CULVER CITY | CA | 90232 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| EVERYCHILD FOUNDATION | ||||||||
| PO BOX 1808 | PACIFIC PALISADES | CA | 90272 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| FAMILY HOUSE | ||||||||
| 540 MISSION BAY BOULEVARD NORTH | SAN FRANCISCO | CA | 94158 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| FEMINIST MAJORITY FOUNDATION | ||||||||
| 433 SOUTH BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FOOD FORWARD | ||||||||
| PO BOX 48818 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL SUPPORT AND PROGRAM SUPPORT | $75,000 | |
| FRIENDSHIP CIRCLE OF LOS ANGELES | ||||||||
| 1952 S ROBERTSON BLVD | LOS ANGELES | CA | 90034 | NONE | PC | PROGRAM SUPPORT | $1,800 | |
| FULCRUM ARTS | ||||||||
| 1055 WILSHIRE BOULEVARD SUITE 800 | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL SUPPORT AND PROGRAM SUPPORT | $75,000 | |
| GARY SINISE FOUNDATION | ||||||||
| 21700 OXNARD STREET SUITE 580 | WOODLAND HILLS | CA | 91367 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| GEFFEN PLAYHOUSE | ||||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| GET LIT WORDS IGNITE INC | ||||||||
| 672 S LAFAYETTE PARK PLACE STE 10 | LOS ANGELES | CA | 90057 | NONE | PC | GENERAL SUPPORT AND PROGRAM SUPPORT | $40,000 | |
| GRAYSON COUNTY SUMMER STAGE | ||||||||
| 340 QUARRY ROAD | FANCY GAP | VA | 24328 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| GREENER TEACHER INC | ||||||||
| 1825 STANFORD STREET | SANTA MONICA | CA | 90404 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| HEART OF LOS ANGELES | ||||||||
| 2701 WILSHIRE BLVD SUITE SUITE 100 | LOS ANGELES | CA | 90057 | NONE | PC | GENERAL SUPPORT AND PROGRAM SUPPORT | $75,000 | |
| HERO THEATRE | ||||||||
| PO BOX 26275 | LOS ANGELES | CA | 90026 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | PROGRAM SUPPORT AND GENERAL SUPPORT | $188,500 | |
| INDEPENDENT SHAKESPEARE COMPANY INC | ||||||||
| 3191 CASITAS AVENUE SUITE 130 | LOS ANGELES | CA | 90039 | NONE | PC | PROGRAM SUPPORT | $7,500 | |
| INNER CITY ARTS | ||||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | NONE | PC | PROGRAM SUPPORT AND GENERAL SUPPORT | $135,000 | |
| INTERNATIONAL MYELOMA FOUNDATION | ||||||||
| 12650 RIVERSIDE DR SUITE 206 | NORTH HOLLYWOOD | CA | 91607 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| IRAQ AND AFGHANISTAN VETERANS OF AMERICA | ||||||||
| 114 W 41ST ST 19TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| IRISH INTERNATIONAL IMMIGRANT CENTER | ||||||||
| ONE STATE STREET 8TH FLOOR | BOSTON | MA | 02109 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| J STREET EDUCATION FUND | ||||||||
| 1828 L ST NW STE 240 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| JEWISH FAMILY SERVICES OF LA | ||||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | ||||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PC | PROGRAM SUPPORT | $200,000 | |
| KCRW FOUNDATION | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL SUPPORT | $1,200 | |
| LA VOICE | ||||||||
| 3660 WILSHIRE BOULEVARD SUITE 602 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| LEADERSHIP FOR EDUCATIONAL EQUITY FOUNDATION | ||||||||
| 1805 7TH STREET NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| LEARNING THROUGH AN EXPANDED ARTS PROGRAM INC | ||||||||
| 535 8TH AVE STE 1100 | NEW YORK | NY | 10018 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| LEKOTEK OF GA INC | ||||||||
| 1955 CLIFF VALLEY WAY SUITE 102 | ATLANTA | GA | 30329 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| LOFT ENSEMBLE | ||||||||
| 13442 VENTURA BLVD | SHERMAN OAKS | CA | 91423 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| LOS ANGELES COUNTY HIGH SCHOOL FOR THE ARTS FOUNDATION | ||||||||
| 5151 STATE UNIVERSITY DRIVE | LOS ANGELES | CA | 90032 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| LOS ANGELES PARKS FOUNDATION | ||||||||
| 11973 SAN VICENTE BLVD SUITE 200 | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||||
| 10495 SANTA MONICA BLVD SUITE 100 | LOS ANGELES | CA | 90025 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MOTION PICTURE AND TELEVISION FUND | ||||||||
| 23388 MULHOLLAND DR 220 | WOODLAND HILLS | CA | 91364 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| PO BOX 16810 | COLUMBUS | OH | 43216 | NONE | PC | PROGRAM SUPPORT | $1,800 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $25,000 | 300 |
| NEW VIRGINIA MAJORITY EDUCATION FUND | ||||||||
| 3801 MT VERNON AVENUE | ALEXANDRIA | VA | 22305 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| OFICINA LEGAL DEL PUEBLO UNIDO INC | ||||||||
| 1405 MONTOPOLIS DRIVE | AUSTIN | TX | 78741 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| PALEY CENTER FOR MEDIA | ||||||||
| 465 NORTH BEVERLY DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | ||||||||
| 1055 WILSHIRE BOULEVARD 1850 | LOS ANGELES | CA | 90017 | NONE | PC | PROGRAM SUPPORT | $150,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| PUBLIC COUNSEL | ||||||||
| 610 SOUTH ARDMORE AVENUE | LOS ANGELES | CA | 90005 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| PULMONARY FIBROSIS FOUNDATION | ||||||||
| 230 EAST OHIO ST STE 304 | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| 13 CHURCH HILL ROAD | NEWTOWN | CT | 06470 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SHARE OUR STRENGTH | ||||||||
| 1030 15TH STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SHARSHERET INC | ||||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK ROAD SUITE G | NJ | 07666 | NONE | PC | GENERAL SUPPORT | $3,600 | |
| SOCIAL SERVICES AT BLESSED SACRAMENT | ||||||||
| 6636 SELMA AVENUE | HOLLYWOOD | CA | 90028 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 N ALAMEDA ST SUITE 230 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT | $7,600 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PC | PROGRAM SUPPORT | $75,000 | |
| TEMPLE ISRAEL OF HOLLYWOOD | ||||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | NONE | PC | PROGRAM SUPPORT AND GENERAL SUPPORT | $127,000 | |
| TEXAS ORGANIZING PROJECT EDUCATION FUND | ||||||||
| 700 S ZARZAMORA STREET SUITE 212 | SAN ANTONIO | TX | 78207 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE ATLANTIC THEATRE COMPANY | ||||||||
| 76 NINTH AVE SUITE 537 | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| THE BLANK THEATRE CO | ||||||||
| PO BOX 38756 | HOLLYWOOD | CA | 90038 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| THE GABRIELLA FOUNDATION | ||||||||
| 639 S COMMONWEALTH AVE STE B | LOS ANGELES | CA | 90005 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE OVARIAN CANCER CIRCLE | ||||||||
| PO BOX 461759 | LOS ANGELES | CA | 90046 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 2840 CHARLES E YOUNG DRIVE NORTH | LOS ANGELES | CA | 900951427 | NONE | PC | PROGRAM SUPPORT | $200,000 | |
| THE SURVIVOR MITZVAH PROJECT | ||||||||
| 2658 GRIFFITH PARK BLVD SUITE 299 | LOS ANGELES | CA | 90039 | NONE | PC | PROGRAM SUPPORT | $36,000 | |
| UNITED IN HARMONY | ||||||||
| PO BOX 34456 | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UPSTREAM USA INC | ||||||||
| 1630 SAN PABLO AVENUE SUITE 400 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| URBAN GROWERS COLLECTIVE | ||||||||
| 1200 WEST 35TH STREET 118 | CHICAGO | IL | 60609 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| VERSA-STYLE DANCE COMPANY | ||||||||
| 10910 MORRISON STREET SUITE 302 | NORTH HOLLYWOOD | CA | 91601 | NONE | PC | GENERAL SUPPORT | $131,000 | |
| WATERKEEPER ALLIANCE | ||||||||
| 17 BATTERY PLACE SUITE 1329 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| WOMEN HELPING YOUTH | ||||||||
| 15332 ANTIOCH STREET 736 | PACIFIC PALISADES | CA | 90272 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WOMEN OF WATTS AND BEYOND | ||||||||
| 2511 S SANTA ANA BLVD | LOS ANGELES | CA | 90059 | NONE | PC | GENERAL SUPPORT AND PROGRAM SUPPORT | $1,000 | |
| YOUNG EISNER SCHOLARS | ||||||||
| PO BOX 3085 | INGELWOOD | CA | 90304 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,968,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| DRAMATISTS GUILD FOUNDATION | |||||||
| 356 WEST 40TH STREET 2ND FLOOR | NEW YORK | NY | 10018 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| GREENER TEACHER INC | |||||||
| 1825 STANFORD STREET | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL SUPPORT | $35,000 |
| JEWISH FAMILY SERVICES OF LA | |||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | NONE | PC | PROGRAM SUPPORT | $50,000 |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | |||||||
| 1055 WILSHIRE BOULEVARD 1850 | LOS ANGELES | CA | 90017 | NONE | PC | PROGRAM SUPPORT | $150,000 |
| PUBLIC COUNSEL | |||||||
| 610 SOUTH ARDMORE AVENUE | LOS ANGELES | CA | 90005 | NONE | PC | PROGRAM SUPPORT | $50,000 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| 13 CHURCH HILL ROAD | NEWTON | CT | 06470 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| THE SURVIVOR MITZVAH PROJECT | |||||||
| 2658 GRIFFITH PARK BLVD SUITE 299 | LOS ANGELES | CA | 90039 | NONE | PC | PROGRAM SUPPORT | $36,000 |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 2840 CHARLES E YOUNG DRIVE NORTH | LOS ANGELES | CA | 90095 | NONE | PC | PROGRAM SUPPORT | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $666,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $732,515 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,236,799 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,969,314 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,969,314 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PHILIP AND MONICA ROSENTHAL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S BEVERLY DRIVE SUITE 420 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,011,929 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CASH $1,500,000 + PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,511,929 | FairMarketValueAmt |
| Received | 2019-12-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,176 | Amt |
| Net Investment Income | $7,294 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,882 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE ACTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 S HOPE STREET 522 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-02-09 | GrantDt |
| Grant | $100,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT CAPACITY BUILDING, PROGRAM DEVELOPMENT AND STAFFING. | PurposeOfGrantTxt |
| Expended By Grantee | $96,337 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 01/30/20 | DatesOfReportsByGranteeTxt |
| Verification | 2020-01-13 | VerificationDt |
| Results Of Verification | FUNDS THAT WERE NOT COMPLETELY EXPENDED BY THE END OF THE GRANT TERM WERE ROLLED OVER TO GENERAL SUPPORT FOR THEIR NEXT FISCAL YEAR. CREATIVE ACTS, LLC MET THE REQUIREMENTS OF THE GRANT. | ResultsOfVerificationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK EQUITY DIVIDEND | FMV | $1,012,869 | $1,012,869 |
| CALVERT EQUITY FUND | FMV | $476,729 | $476,729 |
| EUROPACIFIC GROWTH FD | FMV | $941,863 | $941,863 |
| FIRST EAGLE FDS INC | FMV | $417,479 | $417,479 |
| FIRST EAGLE GLOBAL FUND | FMV | $972,728 | $972,728 |
| INVESCO EQUALLY-WEIGHTED | FMV | $1,206,949 | $1,206,949 |
| INVESTMENT CO AMER | FMV | $306,551 | $306,551 |
| BLACKROCK FDS V CREDIT STRATEGIES INCM FD A | FMV | $342,180 | $342,180 |
| COHEN & STEERS LOW | FMV | $936,507 | $936,507 |
| PGIM ABSOLUTE RETURN BOND | FMV | $1,835,530 | $1,835,530 |
| TEMPLETON INCOME TR | FMV | $1,385,275 | $1,385,275 |
| PIMCO INCOME FUND CLASS A | FMV | $2,058,989 | $2,058,989 |
| INVESCO OPPENHEIMER | FMV | $177,325 | $177,325 |
| COHEN & STEERS PFD SECS | FMV | $438,168 | $438,168 |
| PIMCO MORTGAGE | FMV | $1,000,861 | $1,000,861 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,614 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,614 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED LOSS ON INVESTMENT | $236,944 |
| PRIOR PERIOD ADJUSTMENT | $248,446 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $723 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $723 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX PAYABLE | Desc |
| BOY Book Value | $10,676 | BOYBookValueAmt |
| EOY Book Value | $10,676 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT MANAGEMENT CONSULTING FEES | $272,695 | $0 | $272,695 |
| BANK CHARGES | $385 | $385 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $13,468 | $0 | $0 |
| STATE FILING FEES | $170 | $0 | $170 |
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