DURFEE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DURFEE FOUNDATION (EIN 95-4856207)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349103957
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T14:35:28-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812737245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOPEZ ACCOUNTING GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 WEST OLIVE AVENUE SUITE 680 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954856207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DURFEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DURF | BusinessNameControlTxt |
| Phone | 3108995120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER NO 560 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE PEEPS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3108995120 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUAN P LOPEZ CPA | PreparerPersonNm |
| PTIN | P01367411 | PTIN |
| Phone | 8188407075 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.48.122.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 14:01:37 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A47385BB48CC57316940F584287C32328FC8515D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5CCAD0EAAA3714D73F4AAE5FEA90A9933E8ECE48 | 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 | $49,252,814 | 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 | $19,039,147 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,930 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,930 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $540,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $540,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,640,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,061,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,640,304 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,036 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,219,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,182,294 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $363,540 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,022 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $329,518 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $88,172 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,042 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $73,057 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $114,656 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,596 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $102,060 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,032 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $41,032 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $70,081 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,014 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,067 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $145 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $182,105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $145 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $25,065 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $91,837 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $91,498 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $43,023 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $43,023 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $261,583 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $261,583 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,281,239 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $969,838 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,387,583 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,779,479 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,668,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,749,317 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,550,583 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,088,475 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $70,703 | CashEOYAmt |
| Cash EOYFMV | $70,703 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,155,319 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $197,608 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $197,608 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $1,960,853 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $1,741,930 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,741,930 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $35,988 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $58,084 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $58,084 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $31,035,254 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,041,367 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,041,367 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $202,560 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,438 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $38,417 | LandBOYAmt |
| Land EOY | $143,122 | LandEOYAmt |
| Land EOYFMV | $143,122 | LandEOYFMVAmt |
| Total Assets BOY | $34,225,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,252,814 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,252,814 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,278 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $37,956 | AccountsPayableEOYAmt |
| Grants Payable BOY | $232,155 | GrantsPayableBOYAmt |
| Grants Payable EOY | $840,260 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $188,470 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $253,433 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,066,686 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $32,011,545 | UnrestrictedBOYAmt |
| Unrestricted EOY | $46,444,198 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,960,853 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,741,930 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,972,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,186,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,225,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,252,814 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,972,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,550,583 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $52,522,981 | SubtotalAmt |
| Other Decreases | $4,336,853 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,186,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $370,514 | $380,068 | -$9,554 | -$9,554 |
| SALE OF PUBLICLY TRADED SECURITIES | P | $5,826,247 | $5,041,185 | $785,062 | $785,062 |
| PARTNERSHIP PASSTHROUGH GAINS | P | $5 | $5 | $5 | |
| PARTNERSHIP PASSTHROUGH GAINS | P | $12,146 | $12,146 | $12,146 | |
| CAPITAL GAINS DIVIDENDS | P | $1,852,645 | $1,852,645 | $1,852,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,640,304 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,788,457 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,710,682 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085246 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,504,837 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,130,749 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080462 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,315,301 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,370,738 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069381 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,115,138 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,689,585 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071242 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,602,928 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,544,212 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058195 | DistributionYr5Rt |
| Total Distribution | 0.364526 | TotalDistributionRt |
| Average Distribution | 0.072905 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,150,626 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,562,656 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,885 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,593,541 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,749,317 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $30,885 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,885 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,885 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,435 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $37,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,435 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $36,550 | OverpaymentAmt |
| Applied To ES Tax | $36,550 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DURFEE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAIRE PEEPS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108995120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER NO 560 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROLINE D AVERY | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | PRESIDENT | 30.00 | $124,309 | $24,000 | $0 |
| JONATHAN NEWKIRK | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | VICE PRESIDENT AND TREASURER | 2.00 | $5,000 | $0 | $0 |
| DIANA MCKEE | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | SECRETARY | 2.00 | $5,000 | $0 | $0 |
| CHRISTOPHER AVERY | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| HALINA AVERY | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| MICHAEL NEWKIRK | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| PAULA DANIELS | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| THEODORE AVERY | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| VERA DEVERA | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| CLAIRE PEEPS | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | EXECUTIVE DIRECTOR | 40.00 | $199,231 | $21,707 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | STANTON FELLOWSHIP - RETREAT, QUARTERLY MEETINGS, PROGRAM EVALUATION AND AWARD CEREMONY. | Description1Txt |
| Expenses1 | $53,791 | Expenses1Amt |
| Description2 | SPRINGBOARD PROGRAMS - BRAIN TRUST MEETING, MENTOR FEES AND PHOTOGRAPHY. | Description2Txt |
| Expenses2 | $49,740 | Expenses2Amt |
| Description3 | SABBATICAL - RETREAT, FACILITATOR FEES AND AWARD CEREMONY. | Description3Txt |
| Expenses3 | $38,959 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,342,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,399,884 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,943,126 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,685,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,685,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $535,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,150,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,757,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,757,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,885 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,158 | IncomeTaxAmt |
| Total Tax | $32,043 | TotalTaxAmt |
| Distributable Before Adj | $1,725,488 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,725,488 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,725,488 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,749,317 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,749,317 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30,885 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,718,432 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,725,488 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $205,027 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $205,027 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,749,317 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,725,488 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,023,829 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,228,856 | 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 | $1,000,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $228,856 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $228,856 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLAIRE PEEPS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1453 THIRD STREET PROMENADE | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3108995120 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM - GO TO WWW.DURFEE.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | GO TO WWW.DURFEE.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 1IN6 INC | ||||||
| PO BOX 222033 | SANTA CLARITA | CA | 91322 | PC | GENERAL OPERATING | $75,000 |
| AIDS WALK LOS ANGELES | ||||||
| 3550 WILSHIRE BLVD 890 | LOS ANGELES | CA | 90010 | PC | GENERAL OPERATING | $100 |
| ASIAN & PACIFIC ISLANDER AMERICANS IN HISTORIC PRESERVATION | ||||||
| 2279 GLENDALE BLVD 3 | LOS ANGELES | CA | 90039 | PC | GENERAL OPERATING | $100 |
| ASIAN AMERICANS ADVANCING JUSTICE LOS ANGELES | ||||||
| 1145 WILSHIRE BLVD 2ND FLOOR | LOS ANGELES | CA | 91001 | PC | VIGILANT LOVE | $35,000 |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | PC | THE DURFEE COMMUNITY FUND (D150) | $100,000 |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | PC | NONPROFIT SUSTAINABILITY INITIATIVE | $25,000 |
| CENTER FOR COURAGE AND RENEWAL | ||||||
| 24 ROY ST BOX 21 | SEATTLE | CA | 98109 | PC | GENERAL OPERATING | $250 |
| CENTER FOR GOOD FOOD PURCHASING | ||||||
| 1953 ADDISON STREET | BERKELEY | CA | 94707 | PC | GENERAL OPERATING | $800 |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | CA | 10038 | PC | GENERAL OPERATING | $100 |
| CENTER FOR THE PACIFIC ASIAN FAMILY | ||||||
| 3424 WILSHIRE BLVD SUITE 1000 | LOS ANGELES | CA | 90010 | PC | GENERAL OPERATING | $50 |
| COMMUNITY PARNTERS | ||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | GENERAL OPERATING | $208 |
| COMMUNITY PARNTERS | ||||||
| 10900 MULHALL ST | EL MONTE | CA | 91731 | PC | GENERAL OPERATING | $100 |
| COMMUNITY PARTNERS | ||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | STANTON FELLOWSHIP | $14,502 |
| COMMUNITY PARTNERS | ||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | STANTON FELLOWSHIP | $15,651 |
| COMMUNITY PARTNERS | ||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | STANTON FELLOWSHIP | $19,838 |
| COMMUNITY PARTNERS | ||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | STANTON FELLOWSHIP | $16,838 |
| CROWDEN MUSIC CENTER | ||||||
| 1475 ROSE STREET | BERKLEY | CA | 94702 | PC | GENERAL OPERATING | $125 |
| EARTHWATCH INSTITUTE | ||||||
| 1380 SOLDIERS FIELD ROAD | BOSTON | MA | 02135 | PC | IGNITE LA - 2018 | $72,000 |
| EARTHWATCH INSTITUTE | ||||||
| 1380 SOLDIERS FIELD ROAD | BOSTON | MA | 02135 | PC | IGNITE LA - 2018 | $60,155 |
| EARTHWATCH INSTITUTE | ||||||
| 1380 SOLDIERS FIELD ROAD | BOSTON | MA | 02135 | PC | LA OUTREACH COORDINATOR - 2018 | $30,000 |
| EARTHWATCH INSTITUTE | ||||||
| 1380 SOLDIERS FIELD ROAD | BOSTON | MA | 02135 | PC | IGNITE LA - 2019 | $400,000 |
| EPIPTIDES CENTER | ||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | PC | EPIP GRANT | $2,500 |
| FIRST PLACE FOR YOUTH | ||||||
| 426 17TH STREET SUITE 100 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING | $100 |
| FOOD FORWARD | ||||||
| 7412 FULTON AVE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | GENERAL OPERATING | $50,000 |
| GRAND PERFORMANCES | ||||||
| 350 S GRAND AVENUE STE A-4 | LOS ANGELES | CA | 90071 | PC | GENERAL OPERATING | $50 |
| HEART OF LOS ANGELES | ||||||
| 2701 WILSHIRE BLVD 100 | LOS ANGELES | CA | 90057 | PC | SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 | $5,000 |
| INNERCITY STRUGGLE | ||||||
| 530 SOUTH BOYLE AVENUE | LOS ANGELES | CA | 90033 | PC | SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 | $5,000 |
| LA CLEANTECH INCUBATOR | ||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | LACI AIR GRANT - 2019 | $100,000 |
| LA COMPOST | ||||||
| 221 W AVE 45 | LOS ANGELES | CA | 90065 | PC | SPRINGBOARD | $50,000 |
| LA FAMILY HOUSING | ||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | PC | SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 | $5,000 |
| LA MAS | ||||||
| 3051 N COOLIDGE AVE | LOS ANGELES | CA | 90039 | PC | SPRINBOARD | $50,000 |
| LEGAL AID FOUNDATION OF LOS ANGELES | ||||||
| 1550 WEST 8TH STREET | LOS ANGELES | CA | 90017 | PC | SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 | $5,000 |
| LIBERTY HILL FOUNDATION | ||||||
| 6420 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90064 | PC | STANTON FELLOWSHIP | $9,355 |
| LIBERTY HILL FOUNDATION | ||||||
| 6420 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90064 | PC | STANTON FELLOWSHIP | $17,355 |
| LIBERTY HILL FOUNDATION | ||||||
| 6420 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90064 | PC | STANTON FELLOWSHIP | $15,355 |
| LIBERTY HILL FOUNDATION | ||||||
| 6420 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90064 | PC | STANTON FELLOWSHIP | $8,355 |
| LIBERTY HILL FOUNDATION | ||||||
| 6420 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90064 | PC | STANTON FELLOWSHIP | $11,355 |
| LOST ANGELS CHILDREN'S PROJECT | ||||||
| 45715 23RD ST WEST SUITE 13 | LANCASTER | CA | 93536 | PC | SPRINGBOARD | $35,000 |
| MENTAL HEALTH ADVOCACY SERVICES INC | ||||||
| 3255 WILSHIRE BLVD 902 | LOS ANGELES | CA | 90010 | PC | GENERAL OPERATING | $10,000 |
| MINNESOTA LANDSCAPE ARBORETUM | ||||||
| 3675 ARBORETUM DRIVE | CHASKA | MN | 55318 | PC | GENERAL OPERATING | $125 |
| MOVE LA | ||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | STANTON FELLOWSHIP | $6,816 |
| MOVE LA | ||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | STANTON FELLOWSHIP | $6,816 |
| MOVE LA | ||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | STANTON FELLOWSHIP | $18,266 |
| MOVE LA | ||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | STANTON FELLOWSHIP | $11,066 |
| MOVE LA | ||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | STANTON FELLOWSHIP | $6,816 |
| NATIONAL IMMIGRATION LAW CENTER | ||||||
| 3435 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90010 | PC | STANTON FELLOWSHIP | $14,417 |
| NATIONAL IMMIGRATION LAW CENTER | ||||||
| 3435 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90010 | PC | STANTON FELLOWSHIP | $11,117 |
| NATIONAL IMMIGRATION LAW CENTER | ||||||
| 3435 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90010 | PC | STANTON FELLOWSHIP | $12,617 |
| NATIONAL IMMIGRATION LAW CENTER | ||||||
| 3435 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90010 | PC | STANTON FELLOWSHIP | $8,917 |
| NATIONAL IMMIGRATION LAW CENTER | ||||||
| 3435 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90010 | PC | STANTON FELLOWSHIP | $13,517 |
| PHILANTHROPY NEW YORK | ||||||
| 1500 BROADWAY 7TH FLOOR | NEW YORK | NY | 10036 | PC | TRUST-BASED PHILANTHROPY COLLABORATIVE | $25,000 |
| PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA | ||||||
| 153 GLENDALE BLVD 2ND FLOOR | LOS ANGELES | CA | 90026 | PC | SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 | $5,000 |
| PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA | ||||||
| 153 GLENDALE BLVD 2ND FLOOR | LOS ANGELES | CA | 90026 | PC | INTERIM DIRECTOR BONUS | $5,000 |
| PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA | ||||||
| 153 GLENDALE BLVD 2ND FLOOR | LOS ANGELES | CA | 90026 | PC | SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 | $50,000 |
| PLANNED PARENTHOOD | ||||||
| 400 W 30TH STREET | LOS ANGELES | CA | 90007 | PC | GENERAL OPERATING | $100 |
| POLICY LINK | ||||||
| 1438 WEBSTER STREET SUITE 303 | OAKLAND | CA | 94612 | PC | STANTON FELLOWSHIP | $6,819 |
| POLICY LINK | ||||||
| 1438 WEBSTER STREET SUITE 303 | OAKLAND | CA | 94612 | PC | STANTON FELLOWSHIP | $6,719 |
| POLICY LINK | ||||||
| 1438 WEBSTER STREET SUITE 303 | OAKLAND | CA | 94612 | PC | STANTON FELLOWSHIP | $17,502 |
| PREVENTION INSTITUTE | ||||||
| 4315 LEIMERT BLVD | LOS ANGELES | CA | 90008 | PC | STANTON FELLOWSHIP | $8,970 |
| PREVENTION INSTITUTE | ||||||
| 4315 LEIMERT BLVD | LOS ANGELES | CA | 90008 | PC | STANTON FELLOWSHIP | $14,222 |
| PREVENTION INSTITUTE | ||||||
| 4315 LEIMERT BLVD | LOS ANGELES | CA | 90008 | PC | STANTON FELLOWSHIP | $11,811 |
| PREVENTION INSTITUTE | ||||||
| 4315 LEIMERT BLVD | LOS ANGELES | CA | 90008 | PC | STANTON FELLOWSHIP | $12,932 |
| PREVENTION INSTITUTE | ||||||
| 4315 LEIMERT BLVD | LOS ANGELES | CA | 90008 | PC | STANTON FELLOWSHIP | $21,322 |
| RIVERSIDE LEGAL AID | ||||||
| 4129 MAIN STREET SUITE 101 | RIVERSIDE | CA | 92501 | PC | GENERAL OPERATING | $1,000 |
| SOUTHERN CALIFORNIA LIBRARY | ||||||
| 6120 VERMONT AVENUE | LOS ANGELES | CA | 90044 | PC | GENERAL OPERATING | $250 |
| ST JOSEPH CENTER | ||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | PC | SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 | $5,000 |
| ST JOSEPH CENTER | ||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | PC | SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 | $7,000 |
| TEN TOES IN | ||||||
| 24325 CRENSHAW BLVD 238 | TORRANCE | CA | 90505 | PC | SPRINGBOARD | $35,000 |
| THE MUSEUM OF JURASSIC TECHNOLOGY INC | ||||||
| 9341 VENICE BLVD | CULVER CITY | CA | 90232 | PC | GENERAL OPERATING | $250 |
| THIRD SECTOR NEW ENGLAND | ||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | PC | WHAT'S NEXT SERIES - 2018 | $70,000 |
| THIRD SECTOR NEW ENGLAND | ||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | PC | LEADERSHIP FUNDERS GROUP | $5,000 |
| THIRD SECTOR NEW ENGLAND | ||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | PC | WHAT'S NEXT SERIES - 2018 | $13,500 |
| THIRD SECTOR NEW ENGLAND | ||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | PC | WHAT'S NEXT SERIES - 2019 | $100,000 |
| TROUT UNLIMITED | ||||||
| 2642 FULTON STREET | DENVER | CO | 80238 | PC | GENERAL OPERATING | $250 |
| WALKER METHODIST FOUNDATION | ||||||
| 3737 BRYANT AVE SOUTH | MINNEAPOLIS | MN | 55409 | PC | GENERAL OPERATING | $100 |
| WILDWOOD ELEMENTARY SCHOOL | ||||||
| 12201 WASHINGTON PLACE | LOS ANGELES | CA | 90066 | PC | GENERAL OPERATING | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,779,479 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASIAN AMERICANS ADVANCING JUSTICE LOS ANGELES | ||||||
| 1145 WILSHIRE BLVD 2ND FLOOR | LOS ANGELES | CA | 91001 | PC | VIGILANT LOVE | $35,000 |
| COMMUNITY PARTNERS | ||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | PC | STANTON FELLOWSHIP | $13,128 |
| EARTHWATCH INSTITUTE | ||||||
| 1380 SOLDIERS FIELD ROAD | BOSTON | MA | 02135 | PC | IGNITE LA - 2019 | $6,721 |
| HEART OF LOS ANGELES | ||||||
| 2701 WILSHIRE BLVD 100 | LOS ANGELES | CA | 90057 | PC | SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 | $55,000 |
| INNERCITY STRUGGLE | ||||||
| 530 SOUTH BOYLE AVENUE | LOS ANGELES | CA | 90033 | PC | SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 | $55,000 |
| LA CLEANTECH INCUBATOR | ||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | LACI AIR GRANT - 2019 | $100,000 |
| LA COMPOST | ||||||
| 221 W AVE 45 | LOS ANGELES | CA | 90065 | PC | SPRINGBOARD | $50,000 |
| LA FAMILY HOUSING | ||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | PC | SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 | $55,000 |
| LA MAS | ||||||
| 3051 N COOLIDGE AVE | LOS ANGELES | CA | 90039 | PC | SPRINGBOARD | $100,000 |
| LEGAL AID FOUNDATION OF LOS ANGELES | ||||||
| 1550 WEST 8TH STREET | LOS ANGELES | CA | 90017 | PC | SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 | $55,000 |
| LIBERTY HILL FOUNDATION | ||||||
| 6420 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90064 | PC | STANTON FELLOWSHIP | $38,225 |
| MOVE LA | ||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | PC | STANTON FELLOWSHIP | $50,220 |
| NATIONAL IMMIGRATION LAW CENTER | ||||||
| 3435 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90010 | PC | STANTON FELLOWSHIP | $39,415 |
| POLICY LINK | ||||||
| 1438 WEBSTER STREET SUITE 303 | OAKLAND | CA | 94612 | PC | STANTON FELLOWSHIP | $38,807 |
| PREVENTION INSTITUTE | ||||||
| 4315 LEIMERT BLVD | LOS ANGELES | CA | 90008 | PC | STANTON FELLOWSHIP | $30,743 |
| ST JOSEPH CENTER | ||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | PC | SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 | $48,000 |
| TEN TOES IN | ||||||
| 24325 CRENSHAW BLVD 238 | TORRANCE | CA | 90505 | PC | SPRINGBOARD | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $805,259 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,930 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $540,060 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,640,304 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| STRATEGIC REAL ESTATE FUND III, LP | 01 | -$1,566 |
| TOWNSEND BALANCED REAL ESTATE FUND, L.P. | 01 | -$470 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,180,258 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,180,258 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKEFELLER PHILANTHROPY ADVISORS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 MONTGOMERY ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,039,147 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $41,032 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,032 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| WEBSITE | 2016-08-01 | $72,790 | $34,373 | SL | 3.000000000000 | $24,263 | $0 |
| COMPUTER | 2018-06-06 | $3,295 | SL | 5.000000000000 | $384 | $0 | |
| LAPTOP | 2018-06-06 | $1,795 | SL | 5.000000000000 | $209 | $0 | |
| LAPTOP | 2018-06-06 | $1,795 | SL | 5.000000000000 | $209 | $0 | |
| FURNITURE | 2018-12-31 | $42,023 | SL | 7.000000000000 | $0 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2018-12-31 | $80,862 | SL | 15.000000000000 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVERSIFIED EMERGING MARKETS EQUITY FUNDS | FMV | $3,624,082 | $3,624,082 |
| FOREIGN LARBE BLEND EQUITY FUNDS | FMV | $986,408 | $986,408 |
| LARGE BLEND EQUITY FUNDS | FMV | $1,148,043 | $1,148,043 |
| LARGE GROWTH EQUITY FUNDS | FMV | $8,108,465 | $8,108,465 |
| LARGE VALUE EQUITY FUNDS | FMV | $2,970,729 | $2,970,729 |
| SMALL GROWTH EQUITY FUNDS | FMV | $3,242,981 | $3,242,981 |
| MONEY MARKET EQUITY FUNDS | FMV | $13,081,225 | $13,081,225 |
| HIGH YIELD BONDS | FMV | $422,041 | $422,041 |
| INTERMEDIATE-TERM BONDS | FMV | $4,326,979 | $4,326,979 |
| MULTI-SECTOR BONDS | FMV | $2,152,938 | $2,152,938 |
| SHORT-TERM BONDS | FMV | $867,136 | $867,136 |
| LONG-TERM BONDS | FMV | $852,270 | $852,270 |
| ALTERNATIVE INVESTMENTS | FMV | $5,258,070 | $5,258,070 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| WEBSITE | $72,790 | $58,636 | $14,154 |
| COMPUTER | $3,295 | $384 | $2,911 |
| LAPTOP | $1,795 | $209 | $1,586 |
| LAPTOP | $1,795 | $209 | $1,586 |
| FURNITURE | $42,023 | $0 | $42,023 |
| LEASEHOLD IMPROVEMENTS | $80,862 | $0 | $80,862 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON SECURITIES | Desc |
| Amt | $4,336,853 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DIRECT CHARITABLE EXPENSES | $184,391 | $0 | $184,391 |
| INSURANCE | $14,944 | $0 | $14,944 |
| MISCELLANEOUS | $11,219 | $0 | $11,219 |
| OFFICE EXPENSE | $20,728 | $0 | $20,728 |
| ONLINE APPLICATIONS | $17,574 | $0 | $17,574 |
| PARKING | $7,425 | $0 | $7,425 |
| POSTAGE | $119 | $0 | $119 |
| PROFESSIONAL DEVELOPMENT | $1,225 | $0 | $1,225 |
| TELEPHONE | $3,958 | $0 | $3,958 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| STRATEGIC REAL ESTATE FUND III, LP | -$1,566 | -$1,566 |
| TOWNSEND BALANCED REAL ESTATE FUND, L.P. | -$470 | -$470 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAXES | $0 | $188,131 |
| DEFERRED RENT | $0 | $339 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $42,014 | $42,014 | $0 |
| PAYROLL SERVICE | $2,081 | $0 | $2,081 |
| TECHNICAL SUPPORT | $19,298 | $0 | $19,298 |
| WEBSITE MAINTENANCE | $6,688 | $0 | $6,688 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $181,960 | $0 | $0 |
| FOREIGN TAXES | $145 | $145 | $0 |
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