LOWELL MILKEN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LOWELL MILKEN FAMILY FOUNDATION (EIN 95-4078354)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-09-10
- IRS object ID
- 202522539349100032
- Schema version
- 2023v6.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-10T13:37:36-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954078354 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOWELL MILKEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWE | BusinessNameControlTxt |
| Phone | 3105704800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 FOURTH STREET 520 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD YEE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3105704800 | PhoneNum |
| Signature | 2025-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2025-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $215,231,540 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,857,261 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $652,530 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $652,530 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $550,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $550,033 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,241,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,649,665 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,231,982 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,894,098 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,934,428 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,195,498 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,368,973 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,069 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,069 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $302,957 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $302,957 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $65,821 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $65,821 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,069 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,069 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $165,294 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $80,747 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $82,647 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $434,990 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,341 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $354,649 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $239,943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,803 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $27,685 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $26,611 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $49,784 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49,784 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $132,218 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,223 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $129,995 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,473,756 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185,114 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,069,676 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,006,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,006,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,480,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185,114 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,075,926 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,715,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,183,859 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,309 | CashBOYAmt |
| Cash EOY | $23,872 | CashEOYAmt |
| Cash EOYFMV | $23,872 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,942,782 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,170,098 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,170,098 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,588,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,371,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,185,370 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $124,214,176 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,630,714 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $154,699,497 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $220,141 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $67,605 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $162,416 | LandBOYAmt |
| Land EOY | $152,536 | LandEOYAmt |
| Land EOYFMV | $152,536 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $167 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $167 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $139,992,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,349,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $215,231,540 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $10,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $139,982,783 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $143,349,156 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,982,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $143,349,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,992,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $143,349,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,982,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,715,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $148,698,275 | SubtotalAmt |
| Other Decreases | $5,349,119 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $143,349,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 2023-11-01 | 2024-10-31 | $6,345,598 | $2,464,630 | $3,880,968 | $3,880,968 | |
| SALE OF PUBLICLY TRADED SECURITIES | 2023-11-01 | 2024-10-31 | $1,202,504 | $68,306 | $1,134,198 | $1,134,198 | D |
| ACT ONE VENTURES II LP | 2023-11-01 | 2024-10-31 | $45,652 | -$45,652 | -$45,652 | P | |
| ACT ONE VENTURES LP | 2023-11-01 | 2024-10-31 | $256,908 | -$256,908 | -$256,908 | P | |
| AIF VI EURO HOLDINGS LP | 2023-11-01 | 2024-10-31 | $304,945 | -$304,945 | -$304,945 | P | |
| AIF VII (AIV), LP | 2023-11-01 | 2024-10-31 | $24 | $120 | -$96 | -$96 | P |
| AIF VII (LS AIV), LP | 2023-11-01 | 2024-10-31 | $2,880 | -$2,880 | -$2,880 | P | |
| AIF VII EURO HOLDINGS LP | 2023-11-01 | 2024-10-31 | $202 | $202 | $202 | P | |
| APOLLO CO-INVESTORS VIII (E), LP | 2023-11-01 | 2024-10-31 | $34,018 | -$34,018 | -$34,018 | P | |
| APOLLO CO-INVESTORS VIII (EH-E), LP | 2023-11-01 | 2024-10-31 | $52,173 | $52,173 | $52,173 | P | |
| APOLLO INVESTMENT FUND V, LP | 2023-11-01 | 2024-10-31 | $1,677 | -$1,677 | -$1,677 | P | |
| APOLLO INVESTMENT FUND VI, LP | 2023-11-01 | 2024-10-31 | $2,266 | -$2,266 | -$2,266 | P | |
| APOLLO INVESTMENT FUND VII,LP | 2023-11-01 | 2024-10-31 | $747 | -$747 | -$747 | P | |
| CANYON LAUREL INVESTMENT FUND II (B) LP | 2023-11-01 | 2024-10-31 | $19,214 | $19,214 | $19,214 | P | |
| CM-NP LLC | 2023-11-01 | 2024-10-31 | $1,156,169 | -$1,156,169 | -$1,156,169 | P | |
| GREEN EQUITY INVESTORS SIDE VII, LP | 2023-11-01 | 2024-10-31 | $250,276 | $11,473 | $238,803 | $238,803 | P |
| MARCH CAPITAL OPPORTUNITY FUND, LP | 2023-11-01 | 2024-10-31 | $55,162 | $55,162 | $55,162 | P | |
| MARCH CAPITAL PARTNERS FUND I, LP | 2023-11-01 | 2024-10-31 | $66 | $66 | $66 | P | |
| MIDOCEAN PARTNERS III-A, LP | 2023-11-01 | 2024-10-31 | $4,335 | $4,335 | $4,335 | P | |
| MIDOCEAN WOODBOLT INVESTMENT PARTNERS, LP | 2023-11-01 | 2024-10-31 | $20,921 | $20,921 | $20,921 | P | |
| NP1 LLC | 2023-11-01 | 2024-10-31 | $1,299,309 | $6,185 | $1,293,124 | $1,293,124 | P |
| NSE CARAMEL LLC | 2023-11-01 | 2024-10-31 | $3,113 | -$3,113 | -$3,113 | P | |
| NSE LEMON LLC | 2023-11-01 | 2024-10-31 | $3,999,908 | $3,999,908 | $3,999,908 | P | |
| NSE PEANUT LLC | 2023-11-01 | 2024-10-31 | $9,237 | $9,237 | $9,237 | P | |
| RANGER INVESTMENT MASTER FUND, LP | 2023-11-01 | 2024-10-31 | $204,410 | $204,410 | $204,410 | P | |
| SHELTER VENTURE FUND, LP | 2023-11-01 | 2024-10-31 | $58,594 | -$58,594 | -$58,594 | P | |
| SIDE CF III-B SELLING AIV LP | 2023-11-01 | 2024-10-31 | $186,326 | $186,326 | $186,326 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,231,982 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $197,156 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $197,156 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $197,156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $222,053 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $222,053 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,897 | OverpaymentAmt |
| Applied To ES Tax | $24,897 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LOWELLMILKEN.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD YEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105704800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 FOURTH ST SUITE 520 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| SARAH HAUFRECT | ||||||||
| 1250 FOURTH ST 4TH FLOOR | SANTA MONICA | CA | 90401 | VP PROGRAMS & COMMUNICATIONS | 40.00 | $50,069 | $3,040 | $0 |
| LOWELL MILKEN | ||||||||
| 1250 FOURTH ST 6TH FLOOR | SANTA MONICA | CA | 90401 | PRESIDENT, DIRECTOR | 35.00 | $0 | $0 | $0 |
| RYAN MILKEN | ||||||||
| 1250 FOURTH ST 6TH FLOOR | SANTA MONICA | CA | 90401 | EXECUTIVE VICE PRESIDENT, DIRECTOR | 30.00 | $0 | $0 | $0 |
| DAVID MILKEN | ||||||||
| 1250 FOURTH ST 6TH FLOOR | SANTA MONICA | CA | 90401 | VICE PRESIDENT, DIRECTOR | 10.00 | $0 | $0 | $0 |
| JEREMY MILKEN | ||||||||
| 1250 FOURTH ST 6TH FLOOR | SANTA MONICA | CA | 90401 | VICE PRESIDENT, DIRECTOR | 10.00 | $0 | $0 | $0 |
| JEFF GREEN | ||||||||
| 1250 FOURTH ST 5TH FLOOR | SANTA MONICA | CA | 90401 | ASSISTANT SECRETARY, DIRECTOR | 10.00 | $0 | $0 | $0 |
| LANETTA WAHLGREN | ||||||||
| 1250 FOURTH ST 6TH FLOOR | SANTA MONICA | CA | 90401 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| STAN MARON | ||||||||
| 1250 FOURTH ST 5TH FLOOR | SANTA MONICA | CA | 90401 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| RICHARD YEE | ||||||||
| 1250 FOURTH ST 5TH FLOOR | SANTA MONICA | CA | 90401 | TREASURER & SECRETARY | 15.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTONIETTE GUGLIELMO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 FOURTH ST 4TH FLOOR | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIR. EXHIBITIONS & A | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $162,500 | CompensationAmt |
| Employee Benefits | $20,761 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MILKEN FAMILY FOUNDATION | |||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | ACCOUNTING SERVICES | $196,034 |
| PIRO INC | |||||
| 244 FIFTH AVENUE SUITE 2144 | NEW YORK | NY | 10001 | MARKETING CONSULTING SERVICES | $99,028 |
| EAGLEBACK CONSULTING | |||||
| 37139 ERRTHUM RD | GUTTENBERG | IA | 52052 | CONSULTING SERVICES | $92,881 |
| EXECPRO INFORMATION SERVICES LLC | |||||
| 1250 4TH STREET | SANTA MONICA | CA | 90401 | INFORMATION TECHNOLOGY SERVICES | $71,131 |
| GREEN HASSON JANKS LLP | |||||
| PO BOX 514670 | LOS ANGELES | CA | 900514670 | ACCOUNTING AND TAX SERVICES | $55,294 |
| 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 | $38,013,126 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,195,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $154,699,497 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $206,908,123 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $206,908,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,103,622 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $203,804,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,190,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,190,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $197,156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $197,156 | TotalTaxAmt |
| Distributable Before Adj | $9,993,069 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,993,069 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,993,069 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,075,926 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,075,926 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,993,069 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $335,167 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $335,167 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,075,926 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,993,069 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,082,857 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,418,024 | 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 | $1,418,024 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $335,167 | ExcessFromYear1Amt |
| Excess From Current Year | $1,082,857 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOWELL MILKEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MILKEN COMMUNITY SCHOOL | ||||||||||||
| 15800 ZELDINS WAY AT MULHOLLAND DR | LOS ANGELES | CA | 90049 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $2,500,000 | ||||||
| UNIVERSITY OF CALIFORNIA LOS ANGELES - SCHOOL OF LAW | ||||||||||||
| OFFICE OF THE DEAN 385 CHARLES E | LOS ANGELES | CA | 900951476 | PC | HIGHER ED & RESEARCH INST. & PROGS | $2,440,000 | YOUNG DR EAST 2332 | |||||
| STEPHEN WISE TEMPLE | ||||||||||||
| 15500 STEPHEN S WISE DR | LOS ANGELES | CA | 90077 | PC | COMMUNITY CENTERS & PROGRAMS | $527,500 | ||||||
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||||||
| 6505 WILSHIRE BLVD 625 | LOS ANGELES | CA | 90048 | PC | COMMUNITY CENTERS & PROGRAMS | $500,000 | ||||||
| JERUSALEM CENTER FOR SECURITY & FOREIGN AFFAIRS | ||||||||||||
| CENTRAL FUND OF ISRAEL 429 CENTRAL | CEDARHURST | NY | 11516 | PC | COMMUNITY CENTERS & PROGRAMS | $500,000 | AVENUE | |||||
| LETTER OF THE LAW - SHURAT HADIN ISRAEL LAW CENTER | ||||||||||||
| PO BOX 491 | WOODMERE | NY | 11598 | PC | COMMUNITY CENTERS & PROGRAMS | $500,000 | ||||||
| THE LAWFARE PROJECT | ||||||||||||
| 633 THIRD AVE 21ST FLOOR | NEW YORK | NY | 10017 | PC | COMMUNITY CENTERS & PROGRAMS | $500,000 | ||||||
| UCLA HERB ALPERT SCHOOL OF MUSIC | ||||||||||||
| 445 CHARLES E YOUNG DRIVE EAST | LOS ANGELES | CA | 90095 | PC | HIGHER ED & RESEARCH INST. & PROGS | $425,000 | ||||||
| ART CENTER COLLEGE OF DESIGN | ||||||||||||
| 1700 LIDA ST | PASADENA | CA | 91103 | PC | HIGHER ED & RESEARCH INST. & PROGS | $400,000 | ||||||
| JEWISH NEWS SERVICE INC | ||||||||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 970087105 | PC | COMMUNITY CENTERS & PROGRAMS | $400,000 | ||||||
| MEMRI - THE MIDDLE EAST MEDIA AND RESEARCH INSTITUTE | ||||||||||||
| 1411 K ST NW 11TH FLOOR | WASHINGTON | DC | 20005 | PC | COMMUNITY CENTERS & PROGRAMS | $275,000 | ||||||
| AMERICAN FRIENDS OF AISH HATORAH-WESTERN REGION | ||||||||||||
| 1458 S ROBERTSON BLVD | LOS ANGELES | CA | 90035 | PC | COMMUNITY CENTERS & PROGRAMS | $150,000 | ||||||
| RONALD REAGAN PRESIDENTIAL FOUNDATION & INSTITUTE | ||||||||||||
| 40 PRESIDENTIAL DR 200 | SIMI VALLEY | CA | 930650600 | PC | CULTURAL, LIBRARIES & MUSEUMS | $106,000 | ||||||
| PROSTATE CANCER FOUNDATION | ||||||||||||
| 1250 FOURTH ST 360 | SANTA MONICA | CA | 90401 | PC | PROSTATE CANCER RESEARCH | $102,000 | ||||||
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | ||||||||||||
| 111 W 33RD ST 10TH FLOOR | NEW YORK | NY | 10120 | PC | GENERAL RESEARCH | $100,000 | ||||||
| PARKINSONS FOUNDATION | ||||||||||||
| 5757 WATERFORD DISTRICT DRIVE | MIAMI | FL | 33126 | PC | GENERAL RESEARCH | $100,000 | ||||||
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||||||
| 10889 WILSHIRE BLVD 1000 | LOS ANGELES | CA | 90024 | PC | GENERAL RESEARCH | $100,000 | ||||||
| VAN LEER-JERUSALEM INSTITUTEMILKEN INNOVATION CENTER | ||||||||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | COMMUNITY CENTERS & PROGRAMS | $75,000 | ||||||
| AMERICAN PARKINSON DISEASE ASSOCIATION | ||||||||||||
| 135 PARKINSON AVENUE | STATEN ISLAND | NY | 10305 | PC | GENERAL RESEARCH | $50,000 | ||||||
| FUENTE LATINA | ||||||||||||
| 7300 BISCAYNE BLVD 200 | MIAMI | FL | 33138 | PC | COMMUNITY CENTERS & PROGRAMS | $50,000 | ||||||
| ISRAEL AMERICA ACADEMIC EXCHANGE | ||||||||||||
| 8383 WILSHIRE BLVD 400 | BEVERLY HILLS | CA | 90211 | PC | HIGHER ED & RESEARCH INST. & PROGS | $50,000 | ||||||
| UCLA - GERIATRIC MEDICINE | ||||||||||||
| 10889 WILSHIRE BLVD 1000 | LOS ANGELES | CA | 90024 | PC | GENERAL RESEARCH | $50,000 | ||||||
| STANDWITHUS | ||||||||||||
| 6505 WILSHIRE BLVD 500 | LOS ANGELES | CA | 90048 | PC | COMMUNITY CENTERS & PROGRAMS | $25,000 | ||||||
| VARIETY CHILDRENS CHARITIES OF THE DESERT TENT 66 | ||||||||||||
| 42600 COOK ST 150 | PALM DESERT | CA | 92211 | PC | HUMAN SERVICE PROGRAMS | $20,000 | ||||||
| BEIT T'SHUVAH | ||||||||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | PC | HUMAN SERVICE PROGRAMS | $10,000 | ||||||
| CITY YEAR INC | ||||||||||||
| 606 S OLIVE ST 2ND FLOOR | LOS ANGELES | CA | 90014 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $10,000 | ||||||
| BREAKTHROUGH T1D | ||||||||||||
| 1391 WARNER AVE SUITE D | TUSTIN | CA | 92780 | PC | GENERAL RESEARCH | $2,500 | ||||||
| LOS ANGELES YOUTH ORCHESTRA | ||||||||||||
| 4924 BALBOA BLVD 409 | ENCINO | CA | 91316 | PC | CULTURAL, LIBRARIES & MUSEUMS | $2,500 | ||||||
| ADDISON T | ||||||||||||
| 185 E 85 APT 21K | NEW YORK | NY | 10028 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| ALYSSA N | ||||||||||||
| 13474 RUSSET LEAF LANE | SAN DIEGO | CA | 92129 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| ATHANASIA K | ||||||||||||
| 328 RINGOLD VALLEY CIRCLE | COCKEYSVILLE | MD | 21030 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| AVERY A | ||||||||||||
| 2924 SE SKYLARK DRIVE | TOPEKA | KS | 66605 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| CATHARINE M | ||||||||||||
| 22913 M5 LANE | HOLTON | KS | 66436 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| DEBORAH B | ||||||||||||
| 3960 ROSE STREET | SEAL BEACH | CA | 90740 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| FEKERTE K | ||||||||||||
| 1618 MOHAWK ST | LOS ANGELES | CA | 90026 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| JAYDA P | ||||||||||||
| 918 SOUTH FAIRHILL STREET | PHILADELPHIA | PA | 19147 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| JILL K | ||||||||||||
| 119 E 4TH AVE 14A | FORT PIERRE | SD | 57532 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| JOHNNA S | ||||||||||||
| 337 S FAIRWAY CIR | ANDOVER | KS | 67002 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| KEVIN D | ||||||||||||
| 5607 WOOLPER ROAD | PETERSBURG | KY | 41080 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| KIMBERLY V | ||||||||||||
| 1318 EAST 43RD AVENUE | SPOKANE | WA | 99203 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| KONSTANTINOS K | ||||||||||||
| 6 LEXINGTON AVE | MERRICK | NY | 11566 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| KRISTIN P | ||||||||||||
| 80 DANIEL DRIVE | STRATFORD | CT | 06614 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| KYLE D | ||||||||||||
| 815 SOUTH SHERBOURNE DRIVE APT 6 | LOS ANGELES | CA | 90035 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| LESLIE S | ||||||||||||
| 4830 WESCOTT BLVD APT 7106 | SUMMERVILLE | SC | 29485 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| LUCTRICA L | ||||||||||||
| 5421 CAMPBELL LANE UNIT 210 | DUBLIN | CA | 94568 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| MEGAN H | ||||||||||||
| 6540 E 16TH AVE | ANCHORAGE | AK | 99504 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| MELISSA S | ||||||||||||
| 14 STEEPLEBUSH ROAD | CAPE ELIZABETH | ME | 04107 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| MEVLIDA T | ||||||||||||
| 4417 DAVID DRIVE | METAIRIE | LA | 70003 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| RENNA M | ||||||||||||
| 840 MEADOWBROOK ROAD | JACKSON | MS | 39206 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| ROSE A | ||||||||||||
| 4211 LEAVELLE ST NW | OLYMPIA | WA | 98502 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| SANDRA H | ||||||||||||
| I | APPROVED PROGRAM GRANT | $1,250 | NONE | 3488 KELSO CRESCENT | MISSISSANGA | ONTARIO | CA | |||||
| SARAH L | ||||||||||||
| 8 WALKIN ROAD | IBERIA | MO | 65486 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| SHELLEY S | ||||||||||||
| 5357 S 70 E PL | TULSA | OK | 74145 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| SUMMERLYN N | ||||||||||||
| 105 MULBERRY WAY | MADISON | MS | 39110 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| SUSAN K | ||||||||||||
| 835 WEARIMUS ROAD | TWP WASHINGTON | NJ | 07676 | I | APPROVED PROGRAM GRANT | $1,250 | NONE | |||||
| FATHER FLANAGAN'S BOYS TOWN | ||||||||||||
| 200 FLANAGAN BLVD | BOYS TOWN | NE | 680109988 | PC | HUMAN SERVICE PROGRAMS | $1,000 | ||||||
| PEPPERDINE UNIVERSITY | ||||||||||||
| 24255 PACIFIC COAST HWY | MALIBU | CA | 90263 | PC | HIGHER ED & RESEARCH INST. & PROGS | $1,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,006,250 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA LOS ANGELES - SCHOOL OF LAW | |||||||
| OFFICE OF THE DEAN 385 CHARLES E | YOUNG DR EAST 2332 | LOS ANGELES | CA | 900951476 | PC | HIGHER ED & RESEARCH INST. & PROGS | $3,650,000 |
| STEPHEN WISE TEMPLE | |||||||
| 15500 STEPHEN S WISE DR | LOS ANGELES | CA | 90077 | PC | COMMUNITY CENTERS & PROGRAMS | $500,000 | |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH ST 360 | SANTA MONICA | CA | 90401 | PC | PROSTATE CANCER RESEARCH | $100,000 | |
| ARIEL UNIVERSITY FOUNDATION | |||||||
| C/O YAIR SEGEV 1500 WASHINGTON ST | APT 11 R | HOBOKEN | NJ | 07030 | PC | HIGHER ED & RESEARCH INST. & PROGS | $50,000 |
| ISRAEL AMERICA ACADEMIC EXCHANGE | |||||||
| 8383 WILSHIRE BLVD 400 | BEVERLY HILLS | CA | 90211 | PC | HIGHER ED & RESEARCH INST. & PROGS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,350,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $652,530 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $550,033 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,874,947 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,241,576 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX BENEFIT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $19,151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,338,237 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,338,237 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| BAYSIDE PARTNERS LLC | ||||||
| 1 | 1250 4TH STREET 5TH FLOOR | SANTA MONICA | CA | 90401 | $3,711,330 | Yes (X) |
| ELMVIEW FINANCIAL LLC | ||||||
| 2 | 1250 4TH STREET 5TH FLOOR | SANTA MONICA | CA | 90401 | $1,713,000 | Yes (X) |
| LOWELL MILKEN | ||||||
| 3 | 1250 4TH STREET 5TH FLOOR | SANTA MONICA | CA | 90401 | $432,931 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | DONATED STOCK | $3,711,330 | 2024-10-31 |
| 2 | DONATED STOCK | $1,713,000 | 2024-09-13 |
| 3 | DONATED STOCK | $432,931 | 2024-03-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $165,294 | Amt |
| Net Investment Income | $80,747 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $82,647 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EQUIPMENT | PropertyDesc |
| Cost Or Other Basis | $220,141 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $67,605 | PriorYearDepreciationAmt |
| Rt | 0.000000000000 | Rt |
| Current Year Expense | $0 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC CORPORATE STOCKS | $3,587,507 | $34,604,617 |
| FOREIGN STOCK | $4,784,262 | $9,580,753 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACT ONE VENTURES LP | FMV | $0 | $1,908,193 |
| ACT ONE VENTURES II, L.P. | FMV | $765,397 | $1,112,996 |
| ACT ONE VENTURES III, L.P. | FMV | $343,084 | $332,517 |
| APOLLO INVESTMENT FUND IV, L.P. | FMV | $2,521 | $1,127 |
| APOLLO INVESTMENT FUND VI, L.P. | FMV | $184,200 | $67,825 |
| APOLLO INVESTMENT FUND VIII, L.P. | FMV | $546,926 | $560,536 |
| BRYN PHARMA LLC | FMV | $442,596 | $442,596 |
| CANYON LAUREL INVESTMENT FUND II-B, LP | FMV | $1,001,630 | $1,075,458 |
| CM-NP, LLC | FMV | $71,542,032 | $90,260,296 |
| GREEN EQUITY INVESTMENT VII | FMV | $307,557 | $1,358,989 |
| LNSP. LLC (FCI II) | FMV | $1,056,229 | $1,643,405 |
| MARCH CAPITAL PARTNERS I, L.P. | FMV | $669,051 | $1,677,006 |
| NP1,LLC | FMV | $29,336,699 | $37,001,693 |
| NSE CARAMEL LLC | FMV | $2,452,651 | $3,038,749 |
| NSE GULL LLC | FMV | $1,441,507 | $1,763,797 |
| NSE LEMON LLC | FMV | $5,366 | $0 |
| NSE PEANUT LLC | FMV | $724,313 | $608,393 |
| RANGER SMALL CAP FUND, L.P. | FMV | $6,419,912 | $7,150,136 |
| RFG-HAZEL LLC | FMV | $1,003,415 | $3,444,783 |
| RFG-NP, LLC | FMV | $385,628 | $1,251,002 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $220,141 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $67,605 | AccumulatedDepreciationAmt |
| Book Value | $152,536 | BookValueAmt |
| EOYFMV | $152,536 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $6,069 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,069 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| EOY Book Value | $167 | EOYBookValueAmt |
| EOYFMV | $167 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN TAX AND ACCOUNTING BASIS OF CONTRIBUTED ASSETS | Desc |
| Amt | $5,349,119 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE | $19,750 | $0 | $19,750 |
| SUPPLIES | $37,605 | $0 | $37,605 |
| VIDEO | $19,656 | $0 | $19,656 |
| EQUIPMENT RENTAL | $8,519 | $0 | $8,519 |
| PUBLIC RELATIONS | $130 | $0 | $130 |
| HONORARIUM | $10,500 | $0 | $10,500 |
| DUES & SUBSCRIPTIONS | $15,024 | $0 | $15,024 |
| TEMPORARY HELP | $4,625 | $0 | $4,625 |
| POSTAGE/MESSENGER | $5,071 | $0 | $5,071 |
| BANK CHARGES | $2,470 | $2,223 | $247 |
| REPAIRS & MAINTENANCE - EQUIPMENT | $5,047 | $0 | $5,047 |
| EMPLOYMENT/RECRUITING | $440 | $0 | $440 |
| TELEPHONE | $357 | $0 | $357 |
| TAX & LICENSE FEES | $129 | $0 | $129 |
| ART COMPETITION | $2,895 | $0 | $2,895 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (31 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ACT ONE VENTURES II LP | -$24,811 | -$24,811 | -$24,811 |
| ACT ONE VENTURES III LP | -$27,253 | -$27,253 | -$27,253 |
| ACT ONE VENTURES LP | $374,895 | $374,895 | $374,895 |
| AIF VII (AIV) LP | $1,702 | $0 | $1,702 |
| AIF VII EURO HOLDINGS, LP | -$2 | -$2 | -$2 |
| APOLLO CO-INVESTORS VIII (E) LP | $926 | $926 | $926 |
| APOLLO CO-INVESTORS VIII (EH-E) LP | $1,644 | $1,644 | $1,644 |
| APOLLO INV FUND IV, LP | -$228 | -$228 | -$228 |
| APOLLO INV FUND V, LP | -$83,296 | -$83,296 | -$83,296 |
| APOLLO INV FUND VI LP | -$2,317 | -$2,317 | -$2,317 |
| APOLLO INV FUND VII LP | -$9,972 | -$9,972 | -$9,972 |
| BRYN PHARMA LLC | -$48,892 | $6,232 | -$48,892 |
| CANYON LAUREL INVESTMENT FUND II (B) LP | $73,705 | $73,705 | $73,705 |
| CM-NP LLC | $2,617,724 | $2,633,518 | $2,617,724 |
| GREEN EQUITY INVESTORS SIDE VII, LP | -$4,893 | -$1,348 | -$4,893 |
| LSNP (FCI II) | -$1,257 | -$1,257 | -$1,257 |
| MARCH CAPITAL OPPORTUNITY FUND LP | $35,722 | $35,722 | $35,722 |
| MARCH CAPITAL PARTNERS FUND I LP | $50,983 | $50,983 | $50,983 |
| MIDOCEAN PARTNERS III A, LP | -$6,514 | -$6,514 | -$6,514 |
| MIDOCEAN WOODBOLT INVESTMENT PARTNERS LP | -$180 | -$180 | -$180 |
| NP1 LLC | $972,118 | $958,838 | $972,118 |
| NSE CARAMEL LLC | -$44,541 | -$44,541 | -$44,541 |
| NSE GULL LLC | $21,066 | $21,066 | $21,066 |
| NSE LEMON LLC | -$1,836 | -$1,836 | -$1,836 |
| NSE PEANUT LLC | -$2,049 | -$2,049 | -$2,049 |
| PROQUEST IV | $89 | $89 | $89 |
| RANGER INVESTMENT MASTER FUND, LP | -$11,053 | -$11,053 | -$11,053 |
| RFG-HAZEL LLC | -$1,472 | -$1,472 | -$1,472 |
| RFG-NP LLC | -$1,193 | -$1,193 | -$1,193 |
| SHELTER VENTURE FUND, LP | -$3,868 | -$3,868 | -$3,868 |
| TAX BENEFIT | $19,151 | $19,151 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $282,628 | $0 | $282,628 |
| OTHER PROFESSIONAL FEES | $71,490 | $0 | $71,490 |
| INVESTMENT ADVISORY FEES | $80,341 | $80,341 | $0 |
| PAYROLL FEES | $531 | $0 | $531 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $190,000 | $0 | $0 |
| FOREIGN TAXES | $21,803 | $21,803 | $0 |
| PAYROLL TAX | $27,685 | $0 | $27,685 |
| FILING FEES | $455 | $0 | $0 |
Comments