DURFEE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DURFEE FOUNDATION (EIN 95-4856207)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349102977
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T17:01:14-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812737245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOPEZ ACCOUNTING GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 WEST OLIVE AVENUE SUITE 680 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | 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 | 954856207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DURFEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DURF | BusinessNameControlTxt |
| Phone | 3108995120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER ST NO 560 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE PEEPS | PersonNm |
| Person Title | EXEC. DIRECTOR | PersonTitleTxt |
| Phone | 3108995120 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUAN P LOPEZ CPA | PreparerPersonNm |
| PTIN | P01367411 | PTIN |
| Phone | 8188407075 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.48.122.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 11:32:17 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5CCAD0EAAA3714D73F4AAE5FEA90A9933E8ECE48 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,569,949 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $666 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $666 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $417,468 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $417,468 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,022,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,876,415 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,019,436 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $631,074 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $638,166 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,071,346 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,075,736 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $379,586 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,214 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $345,372 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $110,722 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,304 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $101,697 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $119,545 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,799 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,301 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,301 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,583 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,058 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $210,023 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $190,009 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,014 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $298 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $298 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75,163 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $26,925 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $63,286 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $59,386 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,385 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,385 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $303,110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $303,110 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,366,927 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $280,851 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $871,621 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,436,089 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,490,687 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,803,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $280,851 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,362,308 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,268,330 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,794,885 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,703 | CashBOYAmt |
| Cash EOY | $409,006 | CashEOYAmt |
| Cash EOYFMV | $409,006 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $197,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $240,481 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,705 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $1,741,930 | GrantsReceivableBOYAmt |
| Prepaid Expenses BOY | $58,084 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,707 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,707 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $47,041,367 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $52,824,167 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,824,167 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $202,560 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,363 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $143,122 | LandBOYAmt |
| Land EOY | $116,197 | LandEOYAmt |
| Land EOYFMV | $116,197 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,160,167 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,160,167 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,252,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,765,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,569,949 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $37,956 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $130,367 | AccountsPayableEOYAmt |
| Grants Payable BOY | $840,260 | GrantsPayableBOYAmt |
| Grants Payable EOY | $835,506 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $188,470 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $91,268 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,066,686 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,057,141 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $46,444,198 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $53,708,584 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,741,930 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,186,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,708,584 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,252,814 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,765,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,186,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,268,330 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,304,126 | OtherIncreasesAmt |
| Subtotal | $53,758,584 | SubtotalAmt |
| Other Decreases | $50,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,708,584 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $44,589,171 | $39,041,336 | $5,547,835 | $5,547,835 |
| ALTERNATIVE INVESTMENTS | P | $184,357 | $184,357 | ||
| CAPITAL GAINS DIVIDENDS | P | $287,244 | $287,244 | $287,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,019,436 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,718,432 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,150,626 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077337 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,788,457 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,710,682 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085246 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,504,837 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,130,749 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080462 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,315,301 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,370,738 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069381 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,115,138 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,689,585 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071242 | DistributionYr5Rt |
| Total Distribution | 0.383668 | TotalDistributionRt |
| Average Distribution | 0.076734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $50,276,966 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,857,953 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $67,949 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,925,902 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,362,308 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $135,898 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $135,898 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $135,898 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,550 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $120,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $156,550 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,652 | OverpaymentAmt |
| Applied To ES Tax | $20,652 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://DURFEE.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAIRE PEEPS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108995120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER ST NO 560 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLINE D AVERY | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | PRESIDENT | 30.00 | $133,009 | $0 | $0 |
| JONATHAN NEWKIRK | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | VICE PRESIDENT AND TREASUR | 2.00 | $5,000 | $0 | $0 |
| DIANA MCKEE | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | SECRETARY | 2.00 | $5,000 | $0 | $0 |
| CHRISTOPHER AVERY | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| HALINA AVERY | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $3,750 | $0 | $0 |
| MICHAEL NEWKIRK | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| PAULA DANIELS | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| THEODORE AVERY | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| VERA DEVERA | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| CLAIRE PEEPS | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | EXECUTIVE DIRECTOR | 40.00 | $207,827 | $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 | ANGELES INVESTMENT ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 SANTA MONICA BLVD SUITE 650 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $157,278 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | STANTON FELLOWSHIP - RETREAT, QUARTERLY MEETINGS, PROGRAM EVALUATION AND AWARD CEREMONY. | Description1Txt |
| Expenses1 | $103,344 | Expenses1Amt |
| Description2 | SPRINGBOARD PROGRAMS - BRAIN TRUST MEETING, MENTOR FEES AND PHOTOGRAPHY. | Description2Txt |
| Expenses2 | $61,067 | Expenses2Amt |
| Description3 | SABBATICAL - RETREAT, FACILITATOR FEES AND AWARD CEREMONY. | Description3Txt |
| Expenses3 | $22,139 | Expenses3Amt |
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 | $49,849,480 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,061,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $131,904 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,042,605 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,042,605 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $765,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,276,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,513,848 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,513,848 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $135,898 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $135,898 | TotalTaxAmt |
| Distributable Before Adj | $2,377,950 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,377,950 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,377,950 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,362,308 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,362,308 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,362,308 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,377,950 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $228,856 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $228,856 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,362,308 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,362,308 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,642 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,642 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $213,214 | 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 | $213,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $213,214 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLAIRE PEEPS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER ST SUITE 560 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3108995120 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM - GO TO HTTPS://DURFEE.ORG/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | GO TO HTTPS://DURFEE.ORG/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| API EQUALITY - LA | ||||||
| 1137 WILSHIRE BLVD SUITE 101 | LOS ANGELES | CA | 90017 | PC | GENERAL OPERATING | $26 |
| BERKELEY FOOD NETWORK | ||||||
| 1569 SOLANO AVE 243 | BERKELEY | CA | 94707 | PC | GENERAL OPERATING | $250 |
| BERKELEY REPERTORY THEATRE | ||||||
| 999 HARRISON STREET | BERKELEY | CA | 94710 | PC | GENERAL OPERATING | $1,250 |
| BOB BAKER MARIONETTE THEATER | ||||||
| 4949 YORK BLVD | LOS ANGELES | CA | 90042 | PC | GENERAL OPERATING | $250 |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | PC | LA API GIVING CIRCLE | $250 |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | PC | LA API GIVING CIRCLE | $25 |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | PC | THE DURFEE COMMUNITY FUND (D150) | $100,000 |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | PC | NONPROFIT SUSTAINABILITY INITIATIVE EXECUTIVE TRANSITIONS PILOT | $50,000 |
| CALIFORNIA IMMIGRANT POLICY CENTER | ||||||
| 634 S SPRING STREET 600A | LOS ANGELES | CA | 90014 | PC | GENERAL OPERATING | $40 |
| CALIFORNIA IMMIGRANT POLICY CENTER | ||||||
| 634 S SPRING STREET 600A | LOS ANGELES | CA | 90014 | PC | GENERAL OPERATING | $40 |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | PC | GENERAL OPERATING | $100 |
| COMMUNITY PARTNERS | ||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | STANTON FELLOWSHIP | $11,569 |
| COMMUNITY PARTNERS | ||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | STANTON FELLOWSHIP | $14,668 |
| COMMUNITY PARTNERS | ||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | VIGILANT LOVE SPRINGBOARD | $35,000 |
| COURT APPOINTED SPECIAL ADVOCATES OF LA | ||||||
| 201 CENTRE PLAZA DR ROOM 1100 | MONTEREY PARK | CA | 91754 | PC | GENERAL OPERATING | $50 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HWY SUITE 201 | MALIBU | CA | 90265 | PC | SPRINGBOARD | $35,000 |
| CROWDEN MUSIC CENTER | ||||||
| 1475 ROSE STREET | BERKLEY | CA | 94702 | PC | GENERAL OPERATING | $125 |
| DANCE RESOURCE CENTER OF GREATER LOS ANGELES | ||||||
| 3520 OVERLAND AVENUE SUITE A61 | LOS ANGELES | CA | 90034 | PC | GENERAL OPERATING | $500 |
| EARTHWATCH INSTITUTE | ||||||
| 1380 SOLDIERS FIELD ROAD | BOSTON | MA | 02135 | PC | IGNITE PROGRAM | $27,250 |
| EARTHWATCH INSTITUTE | ||||||
| 1380 SOLDIERS FIELD ROAD | BOSTON | MA | 02135 | PC | IGNITE PROGRAM | $400,000 |
| HEART OF LOS ANGELES | ||||||
| 2701 WILSHIRE BLVD 100 | LOS ANGELES | CA | 90057 | PC | SABBATICAL | $55,000 |
| INNERCITY STRUGGLE | ||||||
| 530 SOUTH BOYLE AVENUE | LOS ANGELES | CA | 90033 | PC | SABBATICAL | $55,000 |
| KALEIDOSCOPE CHAMBER ORCHESTRA | ||||||
| 1725 FEDERAL AVE APT 1 | LOS ANGELES | CA | 90025 | PC | SPRINGBOARD | $35,000 |
| KOREATOWN IMMIGRANT WORKERS ALLIANCE | ||||||
| 941 S VERMONT AVE SUITE 101 301 | LOS ANGELES | CA | 90006 | PC | GENERAL OPERATING | $25 |
| LA CLEANTECH INCUBATOR | ||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | LACI AIR GRANT 2020 | $100,000 |
| LA COMPOST | ||||||
| 221 W AVE 45 | LOS ANGELES | CA | 90065 | PC | SPRINGBOARD | $50,000 |
| LA FAMILY HOUSING | ||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | PC | SABBATICAL | $19,850 |
| LA FAMILY HOUSING | ||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | PC | SABBATICAL | $35,150 |
| LEGAL AID FOUNDATION OF LOS ANGELES | ||||||
| 1550 WEST 8TH STREET | LOS ANGELES | CA | 90017 | PC | SABBATICAL | $55,000 |
| LIBERTY HILL FOUNDATION | ||||||
| 6420 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90064 | PC | STANTON FELLOWSHIP | $17,513 |
| LIBERTY HILL FOUNDATION | ||||||
| 6420 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90064 | PC | STANTON FELLOWSHIP | $9,355 |
| LITTLE TOKYO SERVICE CENTER | ||||||
| 231 E THIRD ST SUITE G-106 | LOS ANGELES | CA | 90013 | PC | GENERAL OPERATING | $100 |
| LOST ANGELS CHILDREN'S PROJECT | ||||||
| 45715 23RD ST WEST SUITE 13 | LANCASTER | CA | 93536 | PC | SPRINGBOARD | $50,000 |
| LOST ANGELS CHILDREN'S PROJECT | ||||||
| 45715 23RD ST WEST SUITE 13 | LANCASTER | CA | 93536 | PC | GENERAL OPERATING | $100 |
| MAKAUILA INC | ||||||
| 1839 KEEAUMOKU STREET | HONOLULU | HI | 96822 | PC | GENERAL OPERATING | $500 |
| MINNESOTA LANDSCAPE ARBORETUM | ||||||
| 3675 ARBORETUM DRIVE | CHASKA | MN | 55318 | PC | GENERAL OPERATING | $100 |
| MOVE LA | ||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | STANTON FELLOWSHIP | $11,088 |
| MOVE LA | ||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | STANTON FELLOWSHIP | $22,316 |
| MOVE LA | ||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | STANTON FELLOWSHIP | $16,816 |
| NATIONAL IMMIGRATION LAW CENTER | ||||||
| 3435 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90010 | PC | STANTON FELLOWSHIP | $17,417 |
| NATIONAL IMMIGRATION LAW CENTER | ||||||
| 3435 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90010 | PC | STANTON FELLOWSHIP | $10,117 |
| PREVENTION INSTITUTE | ||||||
| 4315 LEIMERT BLVD | LOS ANGELES | CA | 90008 | PC | STANTON FELLOWSHIP | $1,900 |
| PREVENTION INSTITUTE | ||||||
| 4315 LEIMERT BLVD | LOS ANGELES | CA | 90008 | PC | STANTON FELLOWSHIP | $15,172 |
| PROJECTQ | ||||||
| 818 N SPRING ST 100 | LOS ANGELES | CA | 90012 | PC | SPRINGBOARD | $35,000 |
| PROJECTQ | ||||||
| 818 N SPRING ST 100 | LOS ANGELES | CA | 90012 | PC | GENERAL OPERATING | $25 |
| SOCIAL IMPACT FUND | ||||||
| 750 W 7TH STREET BOX 811026 | LOS ANGELES | CA | 90081 | PC | SPRINGBOARD | $35,000 |
| ST JOSEPH CENTER | ||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | PC | SABBATICAL | $48,000 |
| TEN TOES IN | ||||||
| 24325 CRENSHAW BLVD 238 | TORRANCE | CA | 90505 | PC | SPRINGBOARD | $35,000 |
| THE MUSEUM OF JURASSIC TECHNOLOGY INC | ||||||
| 9341 VENICE BLVD | CULVER CITY | CA | 90232 | PC | GENERAL OPERATING | $500 |
| THE PEOPLE CONCERN | ||||||
| 2116 ARLINGTON AVE SUITE 100 | LOS ANGELES | CA | 90018 | PC | GENERAL OPERATING | $100 |
| THE SPECTRUM WORKS | ||||||
| 3579 E FOOTHILL BLVD 220 | PASADENA | CA | 91107 | PC | SPRINGBOARD | $35,000 |
| THIRD SECTOR NEW ENGLAND | ||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | PC | LEADERSHIP FUNDERS GROUP | $10,000 |
| UNIVERSITY OF HAWAI'I FOUNDATION | ||||||
| 1314 S KING ST SUITE B | HONOLULU | HI | 96814 | PC | GENERAL OPERATING | $1,500 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 3630 PURDUE AVENUE | LOS ANGELES | CA | 90066 | PC | USC CRITICAL MEDIA PROJECT FUND | $150 |
| URBAN VOICES PROJECT | ||||||
| 420 S SAN PEDRO STREET SUITE 423 | LOS ANGELES | CA | 90013 | PC | SPRINGBOARD | $35,000 |
| WILDWOOD ELEMENTARY SCHOOL | ||||||
| 12201 WASHINGTON PLACE | LOS ANGELES | CA | 90066 | PC | GENERAL OPERATING | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,490,687 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRACTURED ATLAS | ||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | PC | STANTON FELLOWSHIP | $100,000 |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||
| 23532 CALABASAS ROAD SUITE A | CALABASAS | CA | 91302 | PC | STANTON FELLOWSHIP | $200,000 |
| EARTHWATCH INSTITUTE | ||||||
| 1380 SOLDIERS FIELD ROAD | BOSTON | MA | 02135 | PC | IGNITE PROGRAM | $101,027 |
| THIRD SECTOR NEW ENGLAND | ||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | PC | LEADERSHIP FUNDERS GROUP | $10,000 |
| SOCIAL IMPACT FUND | ||||||
| 750 W 7TH STREET BOX 811026 | LOS ANGELES | CA | 90081 | PC | SPRINGBOARD | $35,000 |
| URBAN VOICES PROJECT | ||||||
| 420 S SAN PEDRO STREET SUITE 423 | LOS ANGELES | CA | 90013 | PC | SPRINGBOARD | $35,000 |
| PROJECTQ | ||||||
| 818 N SPRING ST 100 | LOS ANGELES | CA | 90012 | PC | SPRINGBOARD | $35,000 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HWY SUITE 201 | MALIBU | CA | 90265 | PC | SPRINGBOARD | $35,000 |
| LOST ANGELS CHILDREN'S PROJECT | ||||||
| 45715 23RD ST WEST SUITE 13 | LANCASTER | CA | 93536 | PC | SPRINGBOARD | $100,000 |
| THE SPECTRUM WORKS | ||||||
| 3579 E FOOTHILL BLVD 220 | PASADENA | CA | 91107 | PC | SPRINGBOARD | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $686,027 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $666 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $417,468 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,702 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,019,436 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME / (LOSS) | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$4,236 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $635,310 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,534 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,072,880 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,071,346 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40,583 | Amt |
| Net Investment Income | $36,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,058 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| WEBSITE | 2016-08-01 | $72,790 | $58,636 | SL | 3.000000000000 | $14,154 | $0 |
| COMPUTER | 2018-06-06 | $3,295 | $384 | SL | 5.000000000000 | $659 | $0 |
| LAPTOP | 2018-06-06 | $1,795 | $209 | SL | 5.000000000000 | $359 | $0 |
| LAPTOP | 2018-06-06 | $1,795 | $209 | SL | 5.000000000000 | $359 | $0 |
| FURNITURE | 2018-12-31 | $42,023 | SL | 7.000000000000 | $6,003 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2018-12-31 | $80,862 | SL | 15.000000000000 | $5,391 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ALTERNATIVE INVESTMENTS | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $2,702 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | FMV | $40,857,919 | $40,857,919 |
| BOND FUNDS | FMV | $1,111,995 | $1,111,995 |
| EQUITY FUNDS | FMV | $10,854,253 | $10,854,253 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| WEBSITE | $72,790 | $72,790 | $0 |
| COMPUTER | $3,295 | $1,043 | $2,252 |
| LAPTOP | $1,795 | $568 | $1,227 |
| LAPTOP | $1,795 | $568 | $1,227 |
| FURNITURE | $42,023 | $6,003 | $36,020 |
| LEASEHOLD IMPROVEMENTS | $80,862 | $5,391 | $75,471 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,301 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,301 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REDEMPTION RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,160,167 | EOYBookValueAmt |
| EOYFMV | $1,160,167 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $50,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DIRECT CHARITABLE EXPENSES | $254,099 | $0 | $254,099 |
| INSURANCE | $9,542 | $0 | $9,542 |
| MISCELLANEOUS | $974 | $0 | $974 |
| OFFICE EXPENSE | $18,100 | $0 | $18,100 |
| PARKING | $9,462 | $0 | $9,462 |
| POSTAGE | $422 | $0 | $422 |
| PROFESSIONAL DEVELOPMENT | $3,284 | $0 | $3,284 |
| TELEPHONE | $7,227 | $0 | $7,227 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME / (LOSS) | Desc |
| Revenue And Expenses Per Books | $631,074 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $638,166 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $631,074 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON SECURITIES | Desc |
| Amt | $1,304,126 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAXES | $188,131 | $87,029 |
| DEFERRED RENT | $339 | $4,239 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $190,009 | $190,009 | $0 |
| PAYROLL SERVICE | $2,072 | $0 | $2,072 |
| TECHNICAL SUPPORT | $12,242 | $0 | $12,242 |
| WEBSITE MAINTENANCE | $5,700 | $0 | $5,700 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $75,163 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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