THE HEARTHLAND FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE HEARTHLAND FOUNDATION (EIN 95-4016320)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349101377
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T11:09:26-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 852517595 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRESLAUER RUTMAN & ANDERSON INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W OLYMPIC BLVD STE 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900641551 | 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 | 954016320 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WUNDERKINDER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BRESLAUER RUTMAN & ANDERSON INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WUND | BusinessNameControlTxt |
| Phone | 3104813513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W OLYMPIC BLVD NO 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900641551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY ANDERSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3104813513 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | L JOSEPH ISKOVIC | PreparerPersonNm |
| PTIN | P00181175 | PTIN |
| Phone | 3104813513 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.127.16.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 08:43:06 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9C6CBAF409CD972083C4A961F2B322852E618D79 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C6CBAF409CD972083C4A961F2B322852E618D79 | 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 | $244,055,492 | 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 | $59,156,531 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,894,776 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,894,776 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $706,855 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,101,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $706,855 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,527 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $64,761,689 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,601,631 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,381 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $889,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $170,565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $65,479 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $44,943 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $938,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $938,012 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,073,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,003,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,053,266 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,053,266 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,126,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,003,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,053,266 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,635,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,598,140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,215,042 | CashBOYAmt |
| Cash EOY | $39,311,562 | CashEOYAmt |
| Cash EOYFMV | $39,311,562 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $137,046 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $85,237 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $137,046 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $137,046 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $33,932,302 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,478,181 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,521,668 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,543,699 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,617,834 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $93,239,263 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $158,640,594 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $169,467,382 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $170,476,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,111,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $244,055,492 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $170,476,015 | RetainedEarningBOYAmt |
| Retained Earning EOY | $222,111,082 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $170,476,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $222,111,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $170,476,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $222,111,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $170,476,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,635,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $222,111,082 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $222,111,082 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| C. SCHWAB 2523-5991 SHORT TERM | P | $34,843,602 | $34,799,308 | $44,294 | $44,294 |
| C. SCHWAB 2523-5991 LONG TERM | P | $6,213,395 | $5,627,782 | $585,613 | $585,613 |
| C. SCHWAB 4905-0951 SHORT TERM | P | $2,574,015 | $2,773,390 | -$199,375 | -$199,375 |
| C. SCHWAB 4905-0951 LONG TERM | P | $2,254,345 | $2,457,851 | -$203,506 | -$203,506 |
| C. SCHWAB 7853-6553 SHORT TERM | P | $5,447,465 | $5,377,005 | $70,460 | $70,460 |
| C. SCHWAB 7583-6553 LONG TERM | P | $2,228,300 | $2,270,605 | -$42,305 | -$42,305 |
| C. SCHWAB 1371-9054 SHORT TERM | P | $485,266 | $457,204 | $28,062 | $28,062 |
| C. SCHWAB 6956-2837 SHORT TERM | P | $704,697 | $631,040 | $73,657 | $73,657 |
| CAPITAL GAINS DIVIDENDS | P | $349,955 | $349,955 | $349,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $706,855 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,215,143 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $110,587,890 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.092371 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,190,251 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $116,190,953 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079096 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,878,050 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,646,138 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.333183 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,705,944 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,824,404 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.436457 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,554,246 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,508,422 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 6.333934 | DistributionYr5Rt |
| Total Distribution | 10.275041 | TotalDistributionRt |
| Average Distribution | 2.055008 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $189,566,442 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $389,560,555 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $45,981 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $389,606,536 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,053,266 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $91,963 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $91,963 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $91,963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $104,332 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $154,332 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $62,369 | OverpaymentAmt |
| Applied To ES Tax | $62,369 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRESLAUER RUTMAN ANDERSON INC | IndividualWithBooksNm |
| Phone | 3104813513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W OLYMPIC BLVDSUITE 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900641551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| KATE CAPSHAW SPIELBERG | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEVEN SPIELBERG | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KRISTIE MACOSKO KRIEGER | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| GERALD BRESLAUER | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | PRESIDENT,DIRECTOR | 0.50 | $0 | $0 | $0 |
| MICHAEL RUTMAN | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | CFO | 0.50 | $0 | $0 | $0 |
| TAMMY ANDERSON | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | SECRETARY DIRECTOR | 0.50 | $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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FUNDAMENTAL PHILANTHROPY INC | |||||
| 400 S BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | GRANT ADMINISTRATION & CONSULTING | $471,000 |
| SYPARTNERS LLC | |||||
| 395 HUDSON STREET 8TH FLOOR | NEW YORK | NY | 10014 | CONSULTING | $348,134 |
| GKYOUNG | |||||
| 305 6TH STREET | LANGLEY | WA | 98260 | CONSULTING | $70,361 |
| 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 | $182,655,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,659,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $138,490 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $192,453,241 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $192,453,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,886,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $189,566,442 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,478,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,478,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $91,963 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $91,963 | TotalTaxAmt |
| Distributable Before Adj | $9,386,359 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,386,359 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,386,359 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,053,266 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,053,266 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,053,266 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,386,359 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,516,003 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,831,670 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,587,235 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,404,182 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,775,299 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,114,389 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,053,266 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,386,359 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,666,907 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,781,296 | 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 | $9,516,003 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,265,293 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,831,670 | ExcessFromYear4Amt |
| Excess From Year3 | $7,587,235 | ExcessFromYear3Amt |
| Excess From Year2 | $3,404,182 | ExcessFromYear2Amt |
| Excess From Year1 | $4,775,299 | ExcessFromYear1Amt |
| Excess From Current Year | $1,666,907 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATE CAPSHAW SPIELBERG | ContributingManagerNm |
| Contributing Manager | STEVEN SPIELBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR YOUNG ARTISTS AND WRITERS INC | ||||||||
| 557 BROADWAY | NEW YORK | NY | 10012 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $25,000 | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 816 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90017 | NONE | 501C3 | HEALTH | $10,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 11766 WILSHIRE BOULEVARD SUITE 800 | LOS ANGELES | CA | 90025 | NONE | 501C3 | PUBLIC, SOCIETAL BENEFIT | $5,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| CENTRAL PARK WEST AT 79TH ST | NEW YORK | NY | 10024 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $25,000 | |
| ANTHOLOGY FILM ARCHIVES | ||||||||
| 32 SECOND AVENUE | NEW YORK | NY | 10003 | NONE | 501C3 | HEALTH | $50,000 | |
| ARTHUR MILLER FOUNDATION | ||||||||
| 56 WEST 12TH STREET SUITE 2 | NEW YORK | NY | 10011 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $25,000 | |
| BARACK OBAMA FOUNDATION | ||||||||
| 5235 SOUTH HARPER COURT SUITE 1140 | CHICAGO | IL | 60615 | NONE | 501C3 | PUBLIC, SOCIETAL BENEFIT | $2,000,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 800 S FIGUEROA ST STE 620 | LOS ANGELES | CA | 90017 | NONE | 501C3 | YOUTH DEVELOPMENT | $50,000 | |
| BONAPARTES RETREAT | ||||||||
| 1709 GRAYBAR LANE | NASHVILLE | TN | 37215 | NONE | 501C3 | ANIMAL PROTECTION AND WELFARE | $25,000 | |
| BOYS AND GIRLS CLUB OF SANTA MONICA INC | ||||||||
| 1220 LINCOLN BLVD | SANTA MONICA | CA | 90401 | NONE | 501C3 | YOUTH DEVELOPMENT | $50,000 | |
| BRIGHT PROSPECT | ||||||||
| 1460E HOLT AVE SUITE 74 | POMONA | CA | 91767 | NONE | 501C3 | EDUCATIONAL | $25,000 | |
| CASA OF LOS ANGELES | ||||||||
| 201 CENTRE PLAZA DRIVE SUITE 1100 | MONTEREY PARK | CA | 91754 | NONE | 501C3 | CHILDREN/YOUTH | $25,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | 501C3 | WOMEN | $50,000 | |
| CENTER FOR RURAL STRATEGIES INC | ||||||||
| 46 EAST MAIN STREET | WHITESBURG | KY | 41858 | NONE | 501C3 | HUMAN SERVICES | $102,000 | |
| CITY YEAR INC | ||||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | NONE | 501C3 | EDUCATIONAL | $200,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 NORTH ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | NONE | 501C3 | COMMUNITY IMPROVEMENT & CAPACITY BUILDING | $50,000 | |
| DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS | ||||||||
| 621 S HIGHLAND | LOS ANGELES | CA | 90036 | NONE | 501C3 | ENVIRONMENT | $5,000 | |
| DEER HILL FOUNDATION | ||||||||
| PO BOX 180 | MANCOS | CO | 81328 | NONE | 501C3 | EDUCATIONAL | $10,000 | |
| DOOR - A CENTER OF ALTERNATIVES INC | ||||||||
| 121 6TH AVENUE | NEW YORK | NY | 10013 | NONE | 501C3 | CHILDREN/YOUTH | $50,000 | |
| E TOWN | ||||||||
| 1535 SPRUCE STREET | BOULDER | CO | 80302 | NONE | 501C3 | ARTS | $25,000 | |
| ECOHEALTH ALLIANCE INC | ||||||||
| 460 WEST 34TH STREET SUITE 1701 | NEW YORK | NY | 10001 | NONE | 501C3 | ARTS EDUCATION | $5,000 | |
| EDIBLE SCHOOL YARD PROJECT | ||||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94706 | NONE | 501C3 | EDUCATION | $25,000 | |
| EDUCATIONAL THEATRE ASSOCIATION FOUNDATION | ||||||||
| 3368 CENTRAL PKY | CINCINNATI | OH | 45225 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $20,000 | |
| ELEANOR WHITMORE EARLY CHILDHOOD CENTER INC | ||||||||
| PO BOX 63 | EAST HAMPTON | NY | 11937 | NONE | 501C3 | CHILDREN/YOUTH | $10,000 | |
| ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION | ||||||||
| 16130 VENTURA BLVD SUITE 250 | ENCINO | CA | 91436 | NONE | 501C3 | HEALTH | $25,000 | |
| EPILEPSY FOUNDATION OF AMERICA | ||||||||
| 5777 W CENTURY BLVD SUITE 820 | LOS ANGELES | CA | 90045 | NONE | 501C3 | HEALTH | $2,500 | |
| EPWORTH CHILDREN AND FAMILY SERVICES INC | ||||||||
| 110 N ELM AVENUE | ST LOUIS | MO | 63119 | NONE | 501C3 | CHILDREN/YOUTH | $50,000 | |
| ELLEN P HERMANSON FOUNDATION | ||||||||
| 200 WEST END AVENUE SUITE 12G | NEW YORK | NY | 10023 | NONE | 501C3 | HEALTH | $10,000 | |
| FEMINIST MAJORITY FOUNDATION | ||||||||
| 433 SOUTH BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | NONE | 501C3 | WOMEN | $10,000 | |
| FESTIVAL OF NEW AMERICAN MUSICAL | ||||||||
| 8896 CARSON STREET | CULVER CITY | CA | 90232 | NONE | 501C3 | ARTS | $10,000 | |
| FIRST CORINTHIAN BAPTIST CHURCH INC | ||||||||
| 1912 ACLAYTON POWELL JR BLVD | NEW YORK | NY | 10026 | NONE | 501C3 | CIVIC/COMMUNITY | $50,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | 501C3 | HUMAN SERVICES | $25,000 | |
| FOUNDATION FOR AIDS RESEARCH | ||||||||
| 120 WALL STREET 13TH FLOOR | NEW YORK | NY | 10005 | NONE | 501C3 | HEALTH | $75,000 | |
| FRIENDS OF GEORGICA POND FOUNDATION INC | ||||||||
| POBOX 1393 | WAINSCOTT | NY | 11975 | NONE | 501C3 | CHILDREN/YOUTH | $25,000 | |
| FRIENDS OF THE BRENTWOOD ARTS CENTER | ||||||||
| 13031 MONTANA AVENUE | LOS ANGELES | CA | 90049 | NONE | 501C3 | ARTS | $25,000 | |
| FUTURE OF DANVILLE FOUNDATION | ||||||||
| 512 BRIDGE STREET SUITE 100 | DANVILLE | VA | 24541 | NONE | 501C3 | PUBLIC, SOCIETAL BENEFIT | $350,000 | |
| GEFFEN PLAYHOUSE INC | ||||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | NONE | 501C3 | ARTS | $100,000 | |
| GET LIT-WORDS IGNITE & COALITION FOR ENGAGED EDUCATION | ||||||||
| 672 SOUTH LAFAYETTE PARK PLACE | LOS ANGELES | CA | 90057 | NONE | 501C3 | ARTS | $100,000 | |
| GLSEN INC | ||||||||
| 110 WILLIAM STREET 30TH FLOOR | NEW YORK | NY | 10038 | NONE | 501C3 | LGBT | $50,000 | |
| GRAFFITI 2 COMMUNITY MINISTRIES | ||||||||
| PO BOX 541559 | BRONX | NY | 10454 | NONE | 501C3 | CHILDREN/YOUTH | $3,600 | |
| HISPANICS IN PHILANTHROPY | ||||||||
| 414 13TH STREET SUITE 200 | OAKLAND | CA | 94612 | NONE | 501C3 | PUBLIC, SOCIETAL BENEFIT | $10,000 | |
| HOSPICE & COMMUNITY CARE | ||||||||
| PO BOX 4125 | LANCASTER | PA | 17604 | NONE | 501C3 | HUMAN SERVICES | $10,000 | |
| HUMAN RIGHTS WATCH INC | ||||||||
| 350 FIFTH AVE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $250,000 | |
| IKAR | ||||||||
| 1737 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | NONE | 501C3 | RELIGION-RELATED | $100,000 | |
| INSTITUTE OF MATHEMATICAL STATISTICS | ||||||||
| 3163 SOMESET DRIVE | SHAKER HEIGHTS | OH | 44122 | NONE | 501C3 | EDUCATION | $10,000 | |
| INTERNATIONAL COMMUNITY FOUNDATION | ||||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | NONE | 501C3 | PUBLIC, SOCIETAL BENEFIT | $5,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | 501C3 | INTERNATIONAL FOREIGN AFFAIRS | $500 | |
| JACOB BURNS FILM CENTER INC | ||||||||
| 405 MANVILLE ROAD | PLEASANTVILLE | NY | 10570 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $10,000 | |
| LARKIN STREET YOUTH SERVICES | ||||||||
| 134 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | NONE | 501C3 | CHILDREN/YOUTH | $50,000 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| 1875 CENTURY PARK EAST STE 200 | LOS ANGELES | CA | 90067 | NONE | 501C3 | HUMAN SERVICES | $5,000 | |
| LOS ANGELES LGBT CENTER | ||||||||
| 1125 N MCCADDEN PLACE | LOS ANGELES | CA | 90038 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $10,000 | |
| LOS ANGELES POLICE FOUNDATION | ||||||||
| 633 WEST 5TH STREET SUITE 960 | LOS ANGELES | CA | 90071 | NONE | 501C3 | HUMAN SERVICES | $5,000 | |
| MF PLACE INC | ||||||||
| 5850 HOLLYWOOD BLVD | LOS ANGELES | CA | 90028 | NONE | 501C3 | CHILDREN/YOUTH | $50,000 | |
| MOTION PICTURE AND TELEVISION FUND | ||||||||
| 23388 MULHOLLAND DR M/S 220 | WOODLAND HILLS | CA | 91364 | NONE | 501C3 | HUMAN SERVICES | $25,000 | |
| MOUNTAIN PLAINS YOUTH WORKS | ||||||||
| 217 W ROSSER AVENUE | BISMARCK | ND | 58501 | NONE | 501C3 | CHILDREN/YOUTH | $50,000 | |
| MUSEUM OF JEWISH HERITAGE | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $10,000 | |
| NATIONAL COLLEGE ADVISING CORPS | ||||||||
| 301 WEST BARBEE CHAPEL ROAD | CHAPELL HILL | NC | 27517 | NONE | 501C3 | EDUCATION | $50,000 | |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $100,000 | |
| NATIONAL PUBLIC RADIO INC | ||||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | NONE | 501C3 | MEDIA | $25,000 | |
| NATIONAL WOMEN'S LAW CENTER | ||||||||
| 11 DUPONT CIRLCE NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | 501C3 | WOMEN | $666,666 | |
| NATIVE AMERICAN RIGHTS FUND | ||||||||
| 1506 BRAODWAY | BOULDER | CO | 80302 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $50,000 | |
| NATURE CONSERVANCY | ||||||||
| PO BOX 5125 | EAST HAMPTON | NY | 11937 | NONE | 501C3 | ENVIRONMENT | $5,000 | |
| NEW YORK ACADEMY OF ART | ||||||||
| 111 FRANKLIN STREET | NEW YORK | NY | 10013 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $25,000 | |
| NEW YORK SHAKESPEARE FESTIVAL | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $50,000 | |
| NORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC | ||||||||
| 9 GLENDALE ROAD / ROUTE 183 | STOCKBRIDGE | MA | 01262 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $10,000 | |
| ON BEING PROJECT | ||||||||
| 1619 HENNEPIN AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | NONE | 501C3 | MEDIA | $1,000,000 | |
| P S ARTS | ||||||||
| 1728 ABBOT KINNEY BOULEVARD SUITE | VENICE | CA | 90291 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $25,000 | 101 |
| PINE RIDGE GIRLS SCHOOL INC | ||||||||
| 16531 AKRON STREET | PACIFIC PALISADES | CA | 90272 | NONE | 501C3 | EDUCATION | $82,500 | |
| PIONEER WORKS ART FOUNDATION | ||||||||
| 159 PIONEER STREET | BROOKLYN | NY | 11249 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $50,000 | |
| PLANNED PARENTHOOD HUDSON PECONIC INC | ||||||||
| 4 SKYLINE DRIVE | HAWTHORNE | NY | 10532 | NONE | 501C3 | HEALTH | $5,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | 501C3 | HEALTH | $50,000 | |
| POLICE ATHLETIC LEAGUE | ||||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | NONE | 501C3 | CHILDREN/YOUTH | $15,000 | |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||||||
| 45 FRANCIS AVENUE | CAMBRIDGE | MA | 01238 | NONE | 501C3 | EDUCATION | $35,000 | |
| RIDE ON LA | ||||||||
| 10860 TOPANGA CANYON BOULEVARD | CHATSWORTH | CA | 91311 | NONE | 501C3 | HUMAN SERVICES | $10,000 | |
| RIGHTEOUS PERSONS FOUNDATION | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | NONE | 501C3 | PUBLIC, SOCIETAL BENEFIT | $2,000,000 | |
| SAG HARBOR CINEMA ARTS CENTER INC | ||||||||
| PO BOX 152 | SAG HARBOR | NY | 11963 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $1,000,000 | |
| SANTA BARBARA INTERNATIONAL FILM FESTIVAL INC | ||||||||
| 2064 ALAMEDA PADRE SERRA | SANTA BARBARA | CA | 93103 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $15,000 | |
| SAVE THE CHILDREN FOUNDATION INC | ||||||||
| 501 KINGS HWY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | 501C3 | INTERNATIONAL FOREIGN AFFAIRS | $151,500 | |
| SCREEN ACTORS GUILD - AMERICAN | ||||||||
| 5757 WILSHIRE BLVD SUITE 124 | LOS ANGELES | CA | 90036 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $10,000 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $50,000 | |
| SOLUTIONS JOURNALISM NETWORK INC | ||||||||
| 79 MADISON AVENUE 2ND FLOOR 224 | NEW YORK | NY | 10016 | NONE | 501C3 | MEDIA | $250,000 | |
| SOUTHAMPTON HOSPITAL FOUNDATION INC | ||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | 501C3 | HEALTH | $10,000 | |
| STRIVE FOUNDATION | ||||||||
| 9124 S MAIN STREET | LOS ANGELES | CA | 90003 | NONE | 501C3 | CHILDREN/YOUTH | $25,000 | |
| TAKING THE REINS | ||||||||
| 3919 1/2 RIGALI AVENUE | LOS ANGELES | CA | 90039 | NONE | 501C3 | HUMAN SERVICES | $25,000 | |
| THE LINK | ||||||||
| 1210 GLENWOOD AVENUE | MINNEAPOLIS | MN | 55405 | NONE | 501C3 | CHILDREN/YOUTH | $50,000 | |
| THE NIGHT MINISTRY | ||||||||
| 4711 N RAVENSWOOD AVENUE | CHICAGO | IL | 60640 | NONE | 501C3 | HUMAN SERVICES | $50,000 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 90403 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $25,000 | |
| THE SHAKESPEARE CENTER OF LOS ANGELES INC | ||||||||
| 1238 W 1ST ST | LOS ANGELES | CA | 90026 | NONE | 501C3 | ARTS,CULTURE & HUMANITIES | $50,000 | |
| TIDES CENTER | ||||||||
| 11849 W OLYMPIC BLVD STE 101 | LOS ANGELES | CA | 90064 | NONE | 501C3 | PUBLIC, SOCIETAL BENEFIT | $33,000 | |
| TREE ACADEMY | ||||||||
| 5555 W OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | 501C3 | EDUCATION | $56,000 | |
| USC SCHOOL OF CINEMATIC ARTS | ||||||||
| 900 WEST 34TH STREET ROOM 465 | LOS ANGELES | CA | 90089 | NONE | 501C3 | EDUCATION | $10,000 | |
| UTAH DINE BIKEYAH | ||||||||
| 352 DENVER ST STE 315 | SALT LAKE CITY | UT | 84111 | NONE | 501C3 | ENVIRONMENT | $210,000 | |
| UTAH FILM CENTER | ||||||||
| 122 S MAIN STREET | SALT LAKE CITY | UT | 84101 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $260,000 | |
| VERA INSTITUTE OF JUSTICE | ||||||||
| 233 BROADWAY 12TH FLOOR | NEW YORK | NY | 10279 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $25,000 | |
| VIP COMMUNITY MENTAL HEALTH CENTER INC | ||||||||
| 1721 GRIFFIN AVENUE SUITE 219 | LOS ANGELES | CA | 90031 | NONE | 501C3 | HEALTH | $5,000 | |
| WELLNESS FOUNDATION | ||||||||
| 65 DUNEMERE LANE | EAST HAMPTON | NY | 11937 | NONE | 501C3 | HEALTH | $10,000 | |
| WESTSIDE CHILDREN'S CENTER INC | ||||||||
| 5721 WEST SLAUSON AVENUE STE 120 | CULVER CITY | CA | 90230 | NONE | 501C3 | CHILDREN/YOUTH | $25,000 | |
| WEST END RESIDENCES HDFX INC | ||||||||
| 475 RIVERSIDE DRIVE SUITE 740 | NEW YORK | NY | 10115 | NONE | 501C3 | HUMAN SERVICES | $50,000 | |
| YOUNG STORYTELLERS FOUNDATION | ||||||||
| 923 E 3RD STREET 307 | LOS ANGELES | CA | 90013 | NONE | 501C3 | CHILDREN/YOUTH | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,053,266 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY OF AMERICAN POETS | ||||||||
| 75 MAIDEN LANE SUITE 901 | NEW YORK | NY | 10038 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $30,000 | |
| ACLU FUND OF MICHIGAN | ||||||||
| 2966 WOODWARD AVE | DETROIT | MI | 48201 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $200,000 | |
| ALLIANCE FOR YOUTH ORGANIZING | ||||||||
| 915 5TH ST NW | WASHINGTON | DC | 20001 | NONE | 501C3 | CIVIC ENGAGEMENT | $250,000 | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 816 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90017 | NONE | 501C3 | HEALTH | $10,000 | |
| ANPO WICAHPI PINE RIDGE GIRLS SCHOOL INC | ||||||||
| 2237 BIA 27 | PORCUPINE | SD | 57772 | NONE | 501C3 | EDUCATION | $82,500 | |
| BAIS BETZALEL INC | ||||||||
| 8850 - 8854 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | 501C3 | RELIGION-RELATED | $50,000 | |
| BARACK OBAMA FOUNDATION | ||||||||
| 5235 SOUTH HARPER COURT SUITE 1140 | CHICAGO | IL | 60615 | NONE | 501C3 | PUBLIC, SOCIETAL BENEFIT | $8,000,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | ||||||||
| 800 S FIGUEROA STREET SUITE 620 | LOS ANGELES | CA | 90017 | NONE | 501C3 | CHILDREN/YOUTH | $50,000 | |
| BLACK VOTERS MATTER | ||||||||
| 3390 STONEWALL TELL RD | ATLANTA | GA | 30349 | NONE | 501C3 | CIVIC ENGAGEMENT | $100,000 | |
| CENTER FOR AMERICAN PROGRESS | ||||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | NONE | 501C3 | CIVIC ENGAGEMENT | $250,000 | |
| DEER HILL FOUDNATION | ||||||||
| PO BOX 180 | MANCOS | CO | 81328 | NONE | 501C3 | ENVIRONMENT | $10,000 | |
| ELEANOR WHITMORE EARLY CHILDHOOD CENTER INC | ||||||||
| POBOX 63 | EAST HAMPTON | NY | 11937 | NONE | 501C3 | EDUCATION | $30,000 | |
| ELLEN P HERMANSON FOUNDATION | ||||||||
| 200 WEST END AVENUE SUITE 12G | NEW YORK | NY | 10023 | NONE | 501C3 | HEALTH | $10,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $500,000 | |
| EVERY MOTHER COUNTS | ||||||||
| 333 HUDSON STREET SUITE 1006 | NEW YORK | NY | 10013 | NONE | 501C3 | HEALTH | $10,000 | |
| FAIR COUNT | ||||||||
| PO BOX 170382 | ATLANTA | GA | 30317 | NONE | 501C3 | CIVIC ENGAGEMENT | $250,000 | |
| FAITH IN ACTION NETWORK | ||||||||
| 990 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | NONE | 501C3 | BRIDGING COMMUNITIES/SOCIAL JUSTICE | $200,000 | |
| FIRST CORINTHIAN BAPTIST CHURCH INC | ||||||||
| 1912 ACLAYTON POWELL JR BLVD | NEW YORK | NY | 10026 | NONE | 501C3 | CIVIC/COMMUNITY | $60,000 | |
| FRIENDS OF GEORGICA POND FOUNDATION INC | ||||||||
| PO BOX 1393 | WAINSCOTT | NY | 11975 | NONE | 501C3 | ENVIRONMENT | $100,000 | |
| FRIENDS OF THE BRENTWOOD ARTS CENTER | ||||||||
| 13031 MONTANA AVENUE | LOS ANGELES | CA | 90049 | NONE | 501C3 | ARTS | $75,000 | |
| GEFFEN PLAYHOUSE INC | ||||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $400,000 | |
| GUILD HALL OF EAST HAMPTON | ||||||||
| 158 MAIN ST | EAST HAMPTON | NY | 11937 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $75,000 | |
| HUMAN RIGHTS WATCH INC | ||||||||
| 350 FIFTH AVE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $1,250,000 | |
| MICHIGAN ORGANIZING PROJECT | ||||||||
| 4405 WESSON ST | DETROIT | MI | 48210 | NONE | 501C3 | CIVIC ENGAGEMENT | $50,000 | |
| MOTHERING JUSTICE | ||||||||
| 17320 LIVERNOIS AVENUE | DETROIT | MI | 48221 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $100,000 | |
| NATIONAL DOMESTIC WORKERS ALLIANCE | ||||||||
| 45 BROADWAY SUITE 320 | NEW YORK | NY | 10006 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $150,000 | |
| NATIONAL PEOPLE'S ACTION | ||||||||
| 1130 N MILWAUKEE AVE | CHICAGO | IL | 60642 | NONE | 501C3 | CIVIC ENGAGEMENT | $500,000 | |
| NATIONAL REDISTRICTING FOUNDATION | ||||||||
| 17 EAST MONROE STREET 214 | CHICAGO | IL | 60603 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $125,000 | |
| NATIONAL WOMEN'S LAW CENTER | ||||||||
| 11 DUPONT CIRLCE NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | 501C3 | WOMEN | $666,666 | |
| NATURE CONSERVANCY | ||||||||
| POBOX 5125 | EAST HAMPTON | NY | 11937 | NONE | 501C3 | ENVIRONMENT | $10,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNCECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | 501C3 | SOCIAL JUSTICE | $500,000 | 300 |
| NEW YORK ACADEMY OF ART | ||||||||
| 111 FRANKLIN STREET | NEW YORK | NY | 10013 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $25,000 | |
| OFICINA LEGAL DEL PUEBLO UNIDO INC | ||||||||
| 1405 MONTOPOLIS DRIVE | AUSTIN | TX | 78741 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $100,000 | |
| ON BEING PROJECT | ||||||||
| 1619 HENNEPIN AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | NONE | 501C3 | MEDIA | $1,000,000 | |
| PARTNERS FOR JUSTICE | ||||||||
| 125 LINCOLN PLACE | BROOKLYN | NY | 11217 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $100,000 | |
| PECONIC LAND TRUST INCORPORATED | ||||||||
| PO BOX 1776 | SOUTHAMPTON | NY | 11969 | NONE | 501C3 | ENVIRONMENT | $150,000 | |
| PLANNED PARENTHOOD HUDSON PECONIC INC | ||||||||
| 4 SKYLINE DRIVE | HAWTHORNE | CA | 10532 | NONE | 501C3 | HEALTH | $10,000 | |
| POLARIS PROJECT | ||||||||
| PO BOX 65323 | WASHINGTON | DC | 20035 | NONE | 501C3 | HUMAN RIGHTS ORGANIZATIONS | $200,000 | |
| PROGRESS MICHIGAN EDUCATION | ||||||||
| 614 SEYMOUR AVE | LANSING | MI | 48933 | NONE | 501C3 | CIVIC ENGAGEMENT | $50,000 | |
| PROSECUTOR IMPACT | ||||||||
| 9124 S MAIN STREET | LOS ANGELES | CA | 90003 | NONE | 501C3 | CHILDREN/YOUTH | $150,000 | |
| RIGHTEOUS PERSONS FOUNDATION | ||||||||
| 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | NONE | 501C3 | PUBLIC, SOCIETAL BENEFIT | $1,142,500 | |
| RIGHT TO VOTE FOUNDATION | ||||||||
| 700 13TH ST NW STE 600 | WASHINGTON | DC | 20005 | NONE | 501C3 | CIVIC ENGAGEMENT | $100,000 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | NONE | 501C3 | CHILDREN/YOUTH | $300,000 | |
| SAVE THE CHILDREN FOUNDATION INC | ||||||||
| 501 KINGS HWY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | 501C3 | INTERNATIONAL FOREIGN AFFAIRS | $141,500 | |
| SOUTHAMPTON HOSPITAL FOUNDATION INC | ||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | 501C3 | HEALTH | $30,000 | |
| TIDES CENTER | ||||||||
| 11849 W OLYMPIC BLVD SUITE 101 | LOS ANGELES | CA | 90064 | NONE | 501C3 | PUBLIC, SOCIETAL BENEFIT | $10,000 | |
| UTAH DINE BIKEYAH | ||||||||
| 352 DENVER ST SUITE 315 | SALT LAKE CITY | UT | 84111 | NONE | 501C3 | ENVIRONMENT | $200,000 | |
| UTAH FILM CENTER | ||||||||
| 122 S MAIN STREET | SALT LAKE CITY | UT | 84101 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $720,000 | |
| WHEN WE ALL VOTE | ||||||||
| 1400 L ST NW | WASHINGTON | DC | 20005 | NONE | 501C3 | CIVIC ENGAGEMENT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $18,623,166 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,894,776 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $706,855 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OWL ROCK CAP TECHNOLOGY HLDGS LLC | Desc |
| Business | 523920 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,527 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,527 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,601,631 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,605,158 | 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 (22 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| AMBLIN ENTERTAINMENT INC | |||||||
| 1 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $157,429 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 2 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $2,000,000 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 3 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $15,000,000 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 4 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $5,000,000 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 5 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $1,000,000 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 6 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $1,000,000 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 7 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $1,000,000 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 8 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $2,000,000 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 9 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $30,500,000 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 10 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $67,857 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 11 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $18,008 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 12 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $57,025 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 13 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $45,047 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 14 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $55,474 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 15 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $135,461 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 16 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $67,950 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 17 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $51,748 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 18 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $35,073 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 19 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $135,606 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 20 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $70,325 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 21 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $650,249 | Yes (X) | |
| KATE C AND STEVEN SPIELBERG | |||||||
| 22 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $109,279 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 10 | 2369 SHARES BARRONS 400 ETF | $67,857 | 2019-10-22 |
| 11 | 657 SHARES XTRACKERS RUSSELL 1000 | $18,008 | 2019-10-22 |
| 12 | 1345 SHARES FIRST TST NASDAQ 100 | $57,025 | 2019-10-22 |
| 13 | 1720 INVESCO INT'L BUYBACK ACHIEVERS ETF | $45,047 | 2019-10-22 |
| 14 | 885 ISHARES EDG MSCI USA | $55,474 | 2019-10-22 |
| 15 | 2570 ISHARES CORE S&P | $135,461 | 2019-10-22 |
| 16 | 874 SHARES US FINANCIAL | $67,950 | 2019-10-22 |
| 17 | 984 JPMORGAN DIVERSIFIED RETURN EMERGING | $51,748 | 2019-10-22 |
| 18 | 675 SCHWAB US BROAD MARKET | $35,073 | 2019-10-22 |
| 19 | 4839 WISDOMTREE US MIDCAP | $135,606 | 2019-10-22 |
| 20 | 2290 SHARES WISDOMTREE US QLT DIV | $70,325 | 2019-10-22 |
| 21 | 32220 SHARES ALLOGENE THERAPEUTICS, INC | $650,249 | 2019-12-11 |
| 22 | 2000 SHARES SEATTLE GENETICS, INC. | $109,279 | 2019-12-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDITING FEES | CategoryTxt |
| Amt | $27,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $10,543,699 | EOYBookValueAmt |
| EOYFMV | $10,617,834 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $13,478,181 | EOYBookValueAmt |
| EOYFMV | $24,521,668 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED AND MUTUAL FUNDS | FMV | $120,079,047 | $125,427,799 |
| PARTNERSHIPS | FMV | $38,561,547 | $44,039,583 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Legal Fees | $2,381 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $938,012 | $938,012 | $0 | $0 |
| ANNUAL REGISTRATION FEE | $150 | $0 | $0 | $0 |
| OFFICE EXPENSE | $810 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OWL ROCK CAP TECHNOLOGY HLDGS LLC | Desc |
| Revenue And Expenses Per Books | $3,527 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $889,495 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CALIFORNIA FILING FEE | $86 | $0 | $0 | $0 |
| FEDERAL EXCISE TAX | $105,000 | $0 | $0 | $0 |
| FOREIGN TAX | $65,479 | $65,479 | $0 | $0 |
Comments