ROSENTHAL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROSENTHAL FAMILY FOUNDATION (EIN 26-2982710)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349102442
- Schema version
- 2018v3.1
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T14:16:25-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD SUITE 1100 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262982710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENTHAL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 8189813115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21650 OXNARD ST STE350 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP ROSENTHAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8189813115 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 3104770450 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.90.17.200 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 19:54:20 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 45A0DEE88EBA5BC01B2D6E064F66B43F0304238A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 45A0DEE88EBA5BC01B2D6E064F66B43F0304238A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,386,733 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $637,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $637,088 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$138,887 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,520,438 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,498,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $637,088 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,705 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,705 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $247,113 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $349 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $246,764 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,191 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,238 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,238 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,751 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $267,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,724 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $263,743 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,811,633 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,511,633 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,079,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,724 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,775,376 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,419,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $635,364 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $259,285 | CashBOYAmt |
| Cash EOY | $248,446 | CashEOYAmt |
| Cash EOYFMV | $248,446 | CashEOYFMVAmt |
| Other Investments BOY | $12,386,644 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,138,287 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,138,287 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,645,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,386,733 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,386,733 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $156,565 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $47,054 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,295,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $300,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $19,795 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,676 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,471,860 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $357,730 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,174,069 | UnrestrictedBOYAmt |
| Unrestricted EOY | $13,029,003 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,174,069 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,029,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,645,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,386,733 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,174,069 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,419,070 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,289,501 | OtherIncreasesAmt |
| Subtotal | $13,882,640 | SubtotalAmt |
| Other Decreases | $853,637 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,029,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| VARIOUS SECURITIES | $2,339,584 | $2,419,772 | -$80,188 | -$80,188 |
| VARIOUS SECURITIES | $3,180,854 | $3,236,219 | -$55,365 | -$55,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$135,553 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,941,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,642,472 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.276397 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,111,116 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,239,888 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.276792 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,803,174 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,475,791 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.208016 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,678,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $615,401 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.352772 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,640,313 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $495,655 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 5.326917 | DistributionYr5Rt |
| Total Distribution | 10.440894 | TotalDistributionRt |
| Average Distribution | 2.088179 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,599,484 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,309,978 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,354 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,316,332 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,775,376 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,707 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,707 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $522 | EsPenaltyAmt |
| Tax Due | $13,229 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUMMIT BUSINESS MANAGEMENT | IndividualWithBooksNm |
| Phone | 8189813115 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21650 OXNARD ST STE350 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PHILIP ROSENTHAL | ||||||||
| 21650 OXNARD ST STE350 | WOODLAND HILLS | CA | 91367 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MONICA ROSENTHAL | ||||||||
| 21650 OXNARD ST STE350 | WOODLAND HILLS | CA | 91367 | CFO | 1.00 | $0 | $0 | $0 |
| PATTI FELKER | ||||||||
| 21650 OXNARD ST STE350 | WOODLAND HILLS | CA | 91367 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUNDAMENTAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH BEVERLY DRIVE SUITE 420 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANT MANAGEMENT | ServiceTypeTxt |
| Compensation | $246,764 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,496,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $295,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,791,354 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,791,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $191,870 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,599,484 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $629,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $629,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,707 | TotalTaxAmt |
| Distributable Before Adj | $617,267 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $617,267 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $617,267 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,775,376 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,775,376 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,775,376 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $617,267 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,617,688 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,656,423 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,144,993 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,559,888 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,422,283 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,401,275 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,775,376 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $617,267 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,158,109 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,559,384 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,617,688 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,941,696 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,656,423 | ExcessFromYear4Amt |
| Excess From Year3 | $2,144,993 | ExcessFromYear3Amt |
| Excess From Year2 | $2,559,888 | ExcessFromYear2Amt |
| Excess From Year1 | $2,422,283 | ExcessFromYear1Amt |
| Excess From Current Year | $5,158,109 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP ROSENTHAL | ContributingManagerNm |
| Contributing Manager | MONICA ROSENTHAL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 24TH STREET THEATRE CO | |||||||
| 1117 WEST 24TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | ARTS/THEATER EDUCATION PROGRAMMING | $75,000 |
| A PLACE CALLED HOME | |||||||
| 2830 SOUTH CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PC | ARTS/THEATER EDUCATION PROGRAMMING | $50,000 |
| ACTOR'S GANG INC | |||||||
| 9070 VENICE BLVD | CULVER CITY | CA | 90232 | NONE | PC | ARTS/THEATER EDUCATION PROGRAMMING | $60,000 |
| ADVOT PROJECT | |||||||
| 5870 W OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | PC | ARTS/THEATER EDUCATION PROGRAMMING | $25,000 |
| ALLIANCE FOR CHILDREN'S RIGHTS | |||||||
| 3333 WILSHIRE BLVD 550 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ALLIANCE FOR JUSTICE | |||||||
| 11 DUPONT CIRCLE NW 2ND FLOOR | WASHINGTON | DC | 20036 | NONE | PC | PROGRAM SUPPORT | $50,000 |
| AMERICANS FOR THE ARTS | |||||||
| 1000 VERMONT AVENUE NW 600 | WASHINGTON | DC | 200054940 | NONE | PC | PROGRAM SUPPORT | $50,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 11766 WILSHIRE BLVD STE 800 | LOS ANGELES | CA | 90025 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ARDEN THEATRE COMPANY | |||||||
| 40 N 2ND ST | PHILADELPHIA | PA | 19106 | NONE | PC | ARTS/THEATER EDUCATION PROGRAMMING | $209,000 |
| ARTS FOR LA | |||||||
| 1149 S HILL SUITE H-100 | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL SUPPORT | $112,500 |
| THE BARACK OBAMA FOUNDATION | |||||||
| 107 S WEST ST 401 | ALEXANDRIA | VA | 22314 | NONE | PC | CAPITAL CAMPAIGN + EDUCATIONAL PROGRAMMING | $500,000 |
| BET TZEDEK | |||||||
| 3250 WILSHIRE BLVD 13TH FLOOR | LOS ANGELES | CA | 900101577 | NONE | PC | SOCIAL SERVICES PROGRAMMING | $50,000 |
| BIG SUNDAY | |||||||
| 6111 MELROSE AVENUE | LOS ANGELES | CA | 90038 | NONE | PC | SOCIAL SERVICES PROGRAMMING | $77,500 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST STREET NE 400 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CALIFORNIA ALLIANCE FOR ARTS EDUCATION | |||||||
| 85 SOUTH GRAND AVENUE | PASADENA | CA | 91105 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CAREERS THROUGH CULINARY ARTS PROGRAM INC | |||||||
| 505 EIGHTH AVE STE 1400 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CENTER THEATRE GROUP OF LA | |||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | NONE | PC | CAPITAL CAMPAIGN + EDUCATIONAL PROGRAMMING | $565,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHINATI FOUNDATION | |||||||
| 1 CAVALRY ROW | MARFA | TX | 79843 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | NONE | PC | PROGRAM SUPPORT | $200,000 |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | NONE | PC | PROGRAM SUPPORT | $55,000 |
| COMMUNITY WORKS YOUTH DEVELOPMENT | |||||||
| 1631 N GENESEE AVE | LOS ANGELES | CA | 90046 | NONE | PC | ARTS/YOUTH DEVELOPMENT PROGRAMMING | $25,000 |
| DEMOS A NETWORK FOR IDEAS AND ACTION LTD | |||||||
| 80 BROAD STREET 4TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $50,000 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL SUPPORT | $50,000 |
| DREAM A WORLD EDUCATION | |||||||
| 256 S ROBERTSON BLVD STE 2288 | BEVERLY HILLS | CA | 90211 | NONE | PC | ARTS EDUCATION PROGRAMMING | $15,000 |
| EARTH GUARDIANS INC | |||||||
| 3665 ASPEN CT | BOULDER | CO | 80304 | NONE | PC | GENERAL SUPPORT | $26,000 |
| EAST-WEST PLAYERS INC | |||||||
| 120 N JUDGE JOHN AISO ST | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT | $2,333 |
| EPILEPSY FOUNDATION | |||||||
| 5777 W CENTURY BLVD 820 | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL SUPPORT | $25,000 |
| EQUALITY NOW | |||||||
| 125 MAIDEN LANE 9TH FLOOR STE B | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $25,000 |
| EVERYCHILD FOUNDATION | |||||||
| PO BOX 1808 | PACIFIC PALISADES | CA | 90272 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FEMINIST MAJORITY FOUNDATION | |||||||
| 433 SOUTH BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FOOD FORWARD | |||||||
| 7412 FULTON AVE 3 | NORTH HOLLYWOOD | CA | 91605 | NONE | PC | PROGRAM AND GENERAL SUPPORT | $75,000 |
| FRIENDS OF THE FAMILY | |||||||
| 16861 PARTHENIA STREET | NORTH HILLS | CA | 91343 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FRIENDSHIP CIRCLE OF LOS ANGELES | |||||||
| 1952 S ROBERTSON BLVD | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL SUPPORT | $3,600 |
| FSH SOCIETY | |||||||
| 450 BEDFORD STREET | LEXINGTON | MA | 02420 | NONE | PC | GENERAL SUPPORT | $2,500 |
| FULCRUM ARTS | |||||||
| 495 E COLORADO BLVD | PASADENA | CA | 91101 | NONE | PC | PROGRAMM SUPPORT | $50,000 |
| GET LIT WORDS IGNITE INC | |||||||
| 672 S LAFAYETTE PARK PLACE STE 30 | LOS ANGELES | CA | 90057 | NONE | PC | GENERAL SUPPORT | $25,000 |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | |||||||
| 49 WEST 45TH STREET 2ND FLOOR | NEW YORK | NY | 10036 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| GRANDEZA MEXICANA FOLK BALLET COMPANY | |||||||
| 554 S RANCHO LINDO DRIVE | COVINA | CA | 91724 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| GRANTMAKERS IN THE ARTS | |||||||
| 522 COURTLANDT AVE 1ST FLOOR | BRONX | NY | 104515008 | NONE | PC | GENERAL SUPPORT | $25,000 |
| GRID ALTERNATIVES | |||||||
| 1338 S FLOWER ST | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HEALING CALIFORNIA | |||||||
| 545 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HEART OF LOS ANGELES YOUTH INC | |||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | NONE | PC | PROGRAM AND GENERAL SUPPORT | $75,000 |
| HOFSTRA UNIVERSITY | |||||||
| 102C HOFSTRA HALL | HEMPSTEAD | NY | 11549 | NONE | PC | SCHOLARSHIP PROGRAM | $300,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | ENDOWMENT + GENERAL SUPPORT | $546,800 |
| INNER CITY ARTS | |||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | NONE | PC | PROGRAM AND GENERAL SUPPORT | $159,000 |
| INTERNATIONAL MYELOMA FOUNDATION | |||||||
| 12650 RIVERSIDE DR 206 | NORTH HOLLYWOOD | CA | 91607 | NONE | PC | GENERAL SUPPORT | $20,000 |
| IRAQ AND AFGHANISTAN VETERANS OF AMERICA (IAVA) | |||||||
| 114 W 41ST ST 19TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $25,000 |
| J STREET EDUCATION FUND | |||||||
| 1828 L ST NW STE 240 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $25,000 |
| JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION & CONSERVATION | |||||||
| 1595 SPRING HILL RD STE 550 | VIENNA | VA | 22182 | NONE | PC | GENERAL SUPPORT | $2,500 |
| JAZZREACH PERFORMING ARTS & EDUCATION ASSOCIATION | |||||||
| 45 MAIN STREET STE 728 | BROOKLYN | NY | 11201 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| JEWISH FAMILY SERVICES OF LA | |||||||
| 3580 WILSHIRE BLVD 700 | LOS ANGELES | CA | 90010 | NONE | PC | SOCIAL SERVICES PROGRAMMING | $50,000 |
| JEWISH WORLD WATCH | |||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PC | GENERAL SUPPORT | $5,000 |
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PC | ARTS EDUCATION PROGRAMMING | $200,000 |
| KATAHDIN FOUNDATION | |||||||
| 2960 HILLEGASS AVE | BERKELEY | CA | 94705 | NONE | PC | MEDIA PROGRAM | $36,000 |
| KCRW FOUNDATION | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL SUPPORT | $1,200 |
| KEEN USA | |||||||
| 601 S FIGUEROA ST STE 2500 | LOS ANGELES | CA | 90017 | NONE | PC | YOUTH DEVELOPMENT | $5,000 |
| LA COUNTY HIGH SCHOOL FOR THE ARTS FOUNDATION | |||||||
| 1149 SOUTH HILL STREET H-100 | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL SUPPORT | $3,000 |
| LEADERSHIP FOR EDUCATIONAL EQUITY FOUNDATION | |||||||
| 1805 7TH STREET NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | LEADERSHIP DEVELOPMENT | $100,000 |
| LEARNING THROUGH AN EXPANDED ARTS PROGRAM INC | |||||||
| 535 8TH AVE STE 1100 | NEW YORK | NY | 10018 | NONE | PC | ARTS EDUCATION PROGRAMMING | $25,000 |
| LIBERTY HILL FOUNDATION | |||||||
| 6420 WILSHIRE BLVD 700 | LOS ANGELES | CA | 90048 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| LOS ANGELES ALLIANCE FOR A NEW ECONOMY | |||||||
| 1910 W SUNSET BLVD STE 740 | LOS ANGELES | CA | 90026 | NONE | PC | MEDIA PROGRAM | $25,000 |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||
| 1875 CENTURY PARK EAST 200 | LOS ANGELES | CA | 90067 | NONE | PC | PROGRAM SUPPORT | $36,000 |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | ARTS EDUCATION PROGRAMMING | $100,000 |
| M F PLACE INC (MY FRIEND'S PLACE) | |||||||
| 5850 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | NONE | PC | SOCIAL SERVICES PROGRAMMING | $25,000 |
| MBAP | |||||||
| 403 N LANSDOWNE AVE | DREXEL HILL | PA | 19026 | NONE | PC | CAPITAL PROJECT | $50,000 |
| MOTION PICTURE AND TELEVISION FUND | |||||||
| 23388 MULHOLLAND DR | WOODLAND HILLS | CA | 91364 | NONE | PC | GENERAL SUPPORT | $15,000 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 91601 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| OFICINA LEGAL DEL PUEBLO UNIDO INC | |||||||
| 1405 MONTOPOLIS DRIVE | AUSTIN | TX | 78741 | NONE | PC | LEGAL SERVICES & CIVIL RIGHTS | $20,000 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL SUPPORT | $53,000 |
| PUBLIC COUNSEL | |||||||
| 610 SOUTH ARDMORE AVENUE | LOS ANGELES | CA | 90005 | NONE | PC | LEGAL SERVICES & CIVIL RIGHTS | $55,000 |
| PUBLIC HEALTH FOUNDATION ENTERPRISES INC | |||||||
| 13300 CROSSROADS PWY N 450 | CITY OF INDUSTRY | CA | 91746 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PULMONARY FIBROSIS FOUNDATION | |||||||
| 230 EAST OHIO ST STE 500 | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RESTAURANT OPPORTUNITIES CENTERS ROC UNITED INC | |||||||
| 275 SEVENTH AVENUE ROOM 1703 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $50,000 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| 13 CHURCH HILL ROAD | NEWTOWN | CT | 06470 | NONE | PC | GENERAL SUPPORT | $25,000 |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 N ALAMEDA ST 230 | LOS ANGELES | CA | 90012 | NONE | PC | MEMBERSHIP | $6,900 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PC | EDUCATION PROGRAMMING | $100,000 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | NONE | PC | ARTS/CULTURE + JEWISH LIFE | $127,000 |
| THE ATLANTIC THEATRE COMPANY | |||||||
| 76 9TH AVE 537 | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $2,500 |
| THE BLANK THEATRE CO | |||||||
| 1301 LUCILLE AVE | LOS ANGELES | CA | 90026 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| THE GABRIELLA FOUNDATION | |||||||
| 639 S COMMONWEALTH AVE STE B | LOS ANGELES | CA | 90005 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE JESTER & PHARLEY PHUND | |||||||
| PO BOX 817 | PALOS VERDES ESTATES | CA | 90274 | NONE | PC | LITERACY PROGRAM | $5,000 |
| THE OVARIAN CANCER CIRCLE | |||||||
| 2652 ZORADA DRIVE | LOS ANGELES | CA | 90046 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| BOX 951427 ROOM 8260 | LOS ANGELES | CA | 900951427 | NONE | PC | ARTS EDUCATION PROGRAMMING | $225,000 |
| THE SURVIVOR MITZVAH PROJECT | |||||||
| 2658 GRIFFITH PARK BLVD STE 299 | LOS ANGELES | CA | 90039 | NONE | PC | SOCIAL SERVICES PROGRAMMING | $42,300 |
| UNITED IN HARMONY | |||||||
| PO BOX 34456 | LOS ANGELES | CA | 90034 | NONE | PC | SOCIAL SERVICES PROGRAMMING | $10,000 |
| UPSTREAM USA INC | |||||||
| 426 17TH ST STE 200 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $50,000 |
| VENICE FAMILY CLINIC FOUNDATION | |||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | NONE | PC | GENERAL SUPPORT | $1,000 |
| VERSA-STYLE DANCE COMPANY | |||||||
| 6847 HASKELL AVE STE 5 | NORTH HOLLYWOOD | CA | 91406 | NONE | PC | GENERAL SUPPORT | $90,500 |
| VIRGINIA TECH FOUNDATION INC | |||||||
| 122 DAVIS ST STE 1 | INDEPENDENCE | VA | 24348 | NONE | PC | GENERAL SUPPORT | $10,000 |
| WATERKEEPER ALLIANCE | |||||||
| 180 MAIDEN LANE STE 603 | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $2,500 |
| WEST SIDE CENTER FOR COMMUNITY LIFE INC | |||||||
| 263 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PC | EDUCATION PROGRAMMING | $20,000 |
| WOMEN HELPING YOUTH | |||||||
| 15332 W ANTIOCH ST 736 | PACIFIC PALISADES | CA | 90272 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WRITERS GUILD FOUNDATION | |||||||
| 7000 WEST 3RD STREET | LOS ANGELES | CA | 90048 | NONE | PC | EDUCATION PROGRAMMING | $15,000 |
| YOUTH POLICY INSTITUTE | |||||||
| 6464 SUNSET BLVD SUITE 650 | LOS ANGELES | CA | 90028 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,511,633 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 24TH STREET THEATRE COMPANY | |||||||
| 1117 WEST 24TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | ARTS/THEATER EDUCATION PROGRAMMING | $50,000 |
| ADVOT PROJECT | |||||||
| 5870 W OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | PC | ARTS/THEATER EDUCATION PROGRAMMING | $25,000 |
| AMERICANS FOR THE ARTS | |||||||
| 1000 VERMONT AVENUE NW 600 | WASHINGTON | DC | 200054940 | NONE | PC | PROGRAM SUPPORT | $50,000 |
| ARDEN THEATRE COMPANY | |||||||
| 40 N 2ND ST | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL SUPPORT | $50,000 |
| ARDEN THEATRE COMPANY | |||||||
| 40 N 2ND ST | PHILADELPHIA | PA | 19106 | NONE | PC | CAPACITY BUILDING AND STAFFING SUPPORT | $175,000 |
| BIG SUNDAY | |||||||
| 6111 MELROSE AVENUE | LOS ANGELES | CA | 90038 | NONE | PC | SOCIAL SERVICES PROGRAMMING | $75,000 |
| CENTER THEATRE GROUP OF LOS ANGELES | |||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | NONE | PC | CAPITAL CAMPAIGN | $2,000,000 |
| CITY YEAR LA | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | NONE | PC | PROGRAM SUPPORT | $200,000 |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | NONE | PC | PROGRAM SUPPORT | $30,000 |
| COMMUNITY WORKS YOUTH DEVELOPMENT | |||||||
| 1631 N GENESEE AVE | LOS ANGELES | CA | 90046 | NONE | PC | ARTS/YOUTH DEVELOPMENT PROGRAMMING | $25,000 |
| DEMOS A NETWORK FOR IDEAS AND ACTION LTD | |||||||
| 80 BROAD STREET 4TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $50,000 |
| DREAM A WORLD EDUCATION INC | |||||||
| 256 S ROBERTSON BLVD STE 2288 | BEVERLY HILLS | CA | 90211 | NONE | PC | ARTS EDUCATION PROGRAMMING | $30,000 |
| FOOD FORWARD | |||||||
| 7412 FULTON AVE 3 | NORTH HOLLYWOOD | CA | 91605 | NONE | PC | PROGRAM AND GENERAL SUPPORT | $75,000 |
| HEART OF LOS ANGELES YOUTH INC | |||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | NONE | PC | PROGRAM AND GENERAL SUPPORT | $75,000 |
| IRAQ AND AFGHANISTAN VETERANS OF AMERICA (IAVA) | |||||||
| 114 W 41ST ST 19TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $25,000 |
| LEARNING THROUGH AN EXPANDED ARTS PROGRAM INC | |||||||
| 535 8TH AVE STE 1100 | NEW YORK | NY | 10018 | NONE | PC | ARTS EDUCATION PROGRAMMING | $25,000 |
| MOTION PICTURE AND TELEVISION FUND | |||||||
| 23388 MULHOLLAND DR | WOODLAND HILLS | CA | 91364 | NONE | PC | GENERAL SUPPORT | $60,000 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL SUPPORT | $50,000 |
| SOCIAL IMPACT FUND | |||||||
| 750 W 7TH STREET 811026 | LOS ANGELES | CA | 90081 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| UPSTREAM USA | |||||||
| 426 17TH STREET SUITE 200 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,220,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $637,088 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$138,887 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $498,201 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $498,201 | 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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLOURISH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(3) | OrganizationTypeDesc |
| Relationship Description | COMMON OFFICERS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PHILIP AND MONICA ROSENTHAL | ||||||
| 1 | 400 S BEVERLY DRIVE SUITE 420 | BEVERLY HILLS | CA | 90212 | $4,000,000 | Yes (X) |
| ROSENTHAL REVOCABLE TRUST | ||||||
| 2 | 400 S BEVERLY DRIVE SUITE 420 | BEVERLY HILLS | CA | 90212 | $2,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $1,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,125 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK EQUITY DIVIDEND | FMV | $616,580 | $616,580 |
| CALVERT EQUITY FUND | FMV | $515,137 | $515,137 |
| EUROPACIFIC GROWTH FD | FMV | $694,413 | $694,413 |
| FIRST EAGLE FDS INC | FMV | $372,773 | $372,773 |
| FIRST EAGLE GLOBAL FUND | FMV | $786,296 | $786,296 |
| INVESCO EQUALLY-WEIGHTED | FMV | $981,394 | $981,394 |
| INVESTMENT CO AMER | FMV | $470,044 | $470,044 |
| BLACKROCK FDS V CREDIT STRATEGIES INCM FD A | FMV | $584,127 | $584,127 |
| OPPENHEIMER DEVELOPING | FMV | $146,093 | $146,093 |
| BLACKROCK FDS V STRTGC INCM OPTNS PORT A | FMV | $599,473 | $599,473 |
| COHEN & STEERS LOW | FMV | $398,377 | $398,377 |
| LORD ABBETT SHORT | FMV | $1,047,910 | $1,047,910 |
| PGIM ABSOLUTE RETURN BOND | FMV | $1,493,431 | $1,493,431 |
| PIONEER MULTI ASSET | FMV | $1,414,301 | $1,414,301 |
| TEMPLETON INCOME TR | FMV | $998,282 | $998,282 |
| PIMCO INCOME FUND CLASS A | FMV | $2,019,656 | $2,019,656 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,705 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,705 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSS ON INVESTMENT | Desc |
| Amt | $853,637 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $2,751 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,751 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,289,501 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OTHER PAYABLES | $19,795 | $0 |
| INCOME TAX PAYABLE | $0 | $10,676 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT MANAGEMENT CONSULTING FEES | $246,764 | $0 | $246,764 |
| INVESTMENT INTEREST EXPENSE | $349 | $349 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $2,031 | $0 | $0 |
| STATE FILING FEES | $160 | $0 | $160 |
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