THE CRAIL-JOHNSON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE CRAIL-JOHNSON FOUNDATION (EIN 33-0247161)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349101913
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- 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 | 2019-11-14T12:39:58-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 PARK CENTER DRIVE STE 1200 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | 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 | 330247161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CRAIL-JOHNSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAI | BusinessNameControlTxt |
| Phone | 3105199500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 WEST 6TH STREET NO 300 | AddressLine1Txt |
| City | SAN PEDRO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90731 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BYUNG KIM | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3105199500 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J ROBERTS | PreparerPersonNm |
| PTIN | P01489269 | PTIN |
| Phone | 9498854550 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 204.145.91.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 16:12:49 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F821929016DC0F48A42118C677E65E4DF9420738 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B1F6754162BA34960FF6E5961467431CD3790A95 | 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 | $17,104,061 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37,328 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,539 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $431,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $470,171 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$102,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,868,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $704,871 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $65,666 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,070,996 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $562,376 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $87,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $87,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,220 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,220 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,467 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,127 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $90,989 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,989 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $908 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $21,436 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,936 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,324 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,324 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $653 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $653 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,306 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,907 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,306 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $255,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,144 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,566 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,543,255 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,043,605 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,798,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,144 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,186,171 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$727,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $435,232 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,368 | CashBOYAmt |
| Cash EOY | $8,719 | CashEOYAmt |
| Cash EOYFMV | $8,719 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,164,837 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $382,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $382,561 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,087 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,203 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,203 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,547,908 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,176,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,176,532 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $978,229 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $885,541 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $885,541 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,841,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,638,505 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,638,505 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,553,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,104,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,104,061 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,294 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,294 | AccountsPayableEOYAmt |
| Grants Payable EOY | $500,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $16,384 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,678 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $509,294 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,534,651 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,594,767 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,534,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,594,767 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,553,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,104,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,534,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$727,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,806,997 | SubtotalAmt |
| Other Decreases | $1,212,230 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,594,767 | 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 |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | P | $383,735 | $391,174 | -$7,439 | -$7,439 |
| PUBLIC TRADED SECURITIES | P | $1,446,765 | $1,579,603 | -$132,838 | -$132,838 |
| FROM K-1 - OAKTREE CAPITAL GROUP | P | $721 | $721 | ||
| FROM K-1 - OAKTREE CAPITAL GROUP | P | $3,582 | $3,582 | ||
| FROM K-1 - BLACKSTONE REAL ESTATE DEBT STRATEGIES III TE FEEDER | P | $4,823 | $4,823 | ||
| FROM K-1 - THE BLACKSTONE GROUP LP | P | $7 | $7 | ||
| FROM K-1 - THE BLACKSTONE GROUP LP | P | $6,289 | $6,289 | ||
| ADJUSTMENT TO CAPITAL GAIN | P | $14,692 | -$14,692 | -$14,692 | |
| CAPITAL GAINS DIVIDENDS | P | $37,814 | $37,814 | $37,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$101,733 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,188,703 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,996,934 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066050 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,281,691 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,069,824 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.236953 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,096,715 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,274,477 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051551 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,391,043 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,061,900 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063052 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,962,646 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,980,779 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089289 | DistributionYr5Rt |
| Total Distribution | 0.506895 | TotalDistributionRt |
| Average Distribution | 0.101379 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,947,782 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,819,528 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,352 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,823,880 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,186,171 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,705 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,705 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,705 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,287 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,287 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,582 | OverpaymentAmt |
| Applied To ES Tax | $12,582 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CRAIL-JOHNSON.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN C JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105199500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 WEST 6TH STREET SUITE 300 | AddressLine1Txt |
| City | SAN PEDRO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| ERIC C JOHNSON | ||||||||
| 461 WEST 6TH STREET SUITE 300 | SAN PEDRO | CA | 90731 | VICE PRESIDENT & DIRECTOR | 8.00 | $0 | $0 | $0 |
| ALAN C JOHNSON | ||||||||
| 461 WEST 6TH STREET SUITE 300 | SAN PEDRO | CA | 90731 | PRESIDENT & DIRECTOR | 8.00 | $0 | $0 | $0 |
| CRAIG C JOHNSON | ||||||||
| 461 WEST 6TH STREET SUITE 300 | SAN PEDRO | CA | 90731 | CHAIRMAN & DIRECTOR | 8.00 | $0 | $0 | $0 |
| ANN L JOHNSON | ||||||||
| 461 WEST 6TH STREET SUITE 300 | SAN PEDRO | CA | 90731 | VICE PRESIDENT & DIRECTOR | 8.00 | $0 | $0 | $0 |
| CAROLYN E ESCOTO | ||||||||
| 461 WEST 6TH STREET SUITE 300 | SAN PEDRO | CA | 90731 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| DOROTHY COURTNEY | ||||||||
| 461 WEST 6TH STREET SUITE 300 | SAN PEDRO | CA | 90731 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| JOHN S PETERSON | ||||||||
| 461 WEST 6TH STREET SUITE 300 | SAN PEDRO | CA | 90731 | SECRETARY & DIRECTOR | 8.00 | $0 | $0 | $0 |
| BYUNG KIM | ||||||||
| 461 WEST 6TH STREET SUITE 300 | SAN PEDRO | CA | 90731 | CHIEF FINANCIAL OFFICER | 8.00 | $0 | $0 | $0 |
| ELIZABETH S JOHNSON | ||||||||
| 461 WEST 6TH STREET SUITE 300 | SAN PEDRO | CA | 90731 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| JANE M JOHNSON | ||||||||
| 461 WEST 6TH STREET SUITE 300 | SAN PEDRO | CA | 90731 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| BEN SCHIRMER | ||||||||
| 461 WEST 6TH STREET SUITE 300 | SAN PEDRO | CA | 90731 | DIRECTOR | 8.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL ROTH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 WEST 6TH STREET SUITE 300 | AddressLine1Txt |
| City | SAN PEDRO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $87,000 | CompensationAmt |
| Employee Benefits | $5,220 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $15,295,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,925,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,221,098 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,221,098 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $273,316 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,947,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $897,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $897,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,705 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $281 | IncomeTaxAmt |
| Total Tax | $8,986 | TotalTaxAmt |
| Distributable Before Adj | $888,403 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $202,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,090,903 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,090,903 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,186,171 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,186,171 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,186,171 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,090,903 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $872,991 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $318,368 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $53,746 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,363,469 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $297,461 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,906,035 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,186,171 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,090,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,268 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,001,303 | 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 | $872,991 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,128,312 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $318,368 | ExcessFromYear4Amt |
| Excess From Year3 | $53,746 | ExcessFromYear3Amt |
| Excess From Year2 | $3,363,469 | ExcessFromYear2Amt |
| Excess From Year1 | $297,461 | ExcessFromYear1Amt |
| Excess From Current Year | $95,268 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RACHEL ROTH PROGRAM OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 WEST 6TH STREET SUITE 300 | AddressLine1Txt |
| City | SAN PEDRO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3105199500 | RecipientPhoneNum |
| Form And Info And Materials | SEE MISSION STATEMENT/GRANT MAKING POLICIES (SEE STATEMENT 14) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE MISSION STATEMENT/GRANT MAKING POLICIES (SEE STATEMENT 14) | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE MISSION STATEMENT/GRANT MAKING POLICIES (SEE STATEMENT 14) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACADEMY PROJECT | |||||||
| 8569 APPIAN WAY | LOS ANGELES | CA | 90046 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| ALTASEA | |||||||
| 222 WEST 6TH STREET SUITE 1010 | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | CAPITAL CAMPAIGN - CONSTRUCTION | $100,000 | |
| ALZHEIMER'S ASSOCIATION - CALIFORNIA SOUTHLAND CHAPTER | |||||||
| 4221 WILSHIRE BLVD STE 400 | LOS ANGELES | CA | 90010 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100 | |
| AMERICAN CANCER SOCIETY | |||||||
| LOS ANGELES REGIONAL PROCESSING | LOS ANGELES | CA | 90079 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100 | CENTER |
| AMERICAN RED CROSS OF GREATER LOS ANGELES | |||||||
| PO BOX 512006 | LOS ANGELES | CA | 90051 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $350 | |
| ANGEL CITY PIT BULLS | |||||||
| PO BOX 19944 | LOS ANGELES | CA | 90019 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $200 | |
| ANIMAL RULE PLACEMENT FOUNDATION | |||||||
| 305 N HARBOR BLVD | CARSON | CA | 90731 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50 | |
| BARTON HILL ELEMENTARY SCHOOL (LAUSD) | |||||||
| 423 NORTH PACIFIC AVENUE | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | BARTON HILL MARITIME STEAM MAGNET PROGRAM | $26,000 | |
| BOALT HALL ALUMNI ASSOCIATION | |||||||
| BOALT HALL ALUMNI CENTER UC | BERKELEY | CA | 94720 | PUBLIC CHARITY | BOALT HALL FUND | $250 | BERKELEY |
| BOYS & GIRLS CLUBS OF CARSON | |||||||
| 1950 E 220TH ST SUITE 207 | CARSON | CA | 90810 | PUBLIC CHARITY | ACHIEVEMENT IN MIDDLE SCHOOL (AIM) INITIATIVE | $20,000 | |
| BOYS & GIRLS CLUBS OF THE LOS ANGELES HARBOR | |||||||
| 1200 S CABRILLO AVENUE | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | COLLEGE AND CAREER BOUND PROGRAM | $25,500 | |
| BOYS & GIRLS CLUBS OF THE SOUTH BAY | |||||||
| 1220 WEST 256TH ST | HARBOR CITY | CA | 90710 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| CABRILLO AVENUE ELEMENTARY SCHOOL (LAUSD) | |||||||
| 723 SOUTH CABRILLO AVENUE | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | PROJECT PLUS | $25,000 | |
| CALIFORNIA RURAL LEGAL ASSISTANCE | |||||||
| 1430 FRANKLIN STREET SUITE 103 | OAKLAND | CA | 94612 | PUBLIC CHARITY | LA PARTNERSHIP FOR EARLY CHILDHOOD INVESTMENT-GENERAL OPERATING AND VROOM SUPPORT | $100 | |
| CANCER SUPPORT COMMUNITY REDONDO BEACH | |||||||
| 109 W TORRANCE BLVD SUITE 100 | REDONDO BEACH | CA | 90277 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,250 | |
| CARE | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $250 | |
| CASA OF KERN COUNTY | |||||||
| 1717 COLUMBUS STREET | BAKERSFIELD | CA | 93305 | PUBLIC CHARITY | SHORT-TERM MENTAL HEALTH ADVOCACY | $20,000 | |
| CENTER OF NONPROFIT MANAGEMENT | |||||||
| 1000 N ALAMEDA STREET SUITE 250 | LOS ANGELES | CA | 90012 | PUBLIC CHARITY | SCHOLARSHIP FUND | $3,360 | |
| CENTRO CHA INC | |||||||
| 1663 LONG BEACH BLVD | LONG BEACH | CA | 90813 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $250 | |
| CHILDREN TODAY | |||||||
| 2951 LONG BEACH BOULEVARD | LONG BEACH | CA | 90806 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BOULEVARD MS29 | LOS ANGELES | CA | 90027 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 | |
| COALITION FOR ENGAGED EDUCATION | |||||||
| 3131 OLYMPIC BOULEVARD | SANTA MONICA | CA | 90404 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| DISABLED SPORTS EASTERN SIERRA | |||||||
| 1 MINARET ROAD PO BOX 7275 | MAMMOTH LAKES | CA | 93546 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT; CAPITAL CAMPAIGN; WOUNDED WARRIOR PROJECT; SIERRA CYCLE CHALLENGE | $8,500 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 | |
| EAST WEST PLAYERS INC | |||||||
| 120 N JUDGE JOHN AISO STREET | LOS ANGELES | CA | 90012 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100 | |
| ELEVATE YOUR GAME | |||||||
| 2019 E 120TH STREET | LOS ALAMITOS | CA | 90059 | PUBLIC CHARITY | MENTORING PROGRAMS | $10,000 | |
| ENCORE | |||||||
| 3555 LOMITA BLVD SUITE E | TORRANCE | CA | 90505 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $500 | |
| EXP | |||||||
| 2417 E CARSON STREET SUITE 200 | CARSON | CA | 90810 | PUBLIC CHARITY | ANNENBERG ALCHEMY+ CAPACITY BUILDING GRANT | $11,250 | |
| FEED AND BE FED | |||||||
| PO BOX 5257 | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 | |
| FOOD FINDERS INC | |||||||
| 3744 N INDUSTRY AVENUE SUITE 401 | LAKEWOOD | CA | 90712 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| FOSTERALL | |||||||
| 1544 WEST GLENOAKS BLVD | GLENDALE | CA | 91201 | PUBLIC CHARITY | LONG BEACH PILOT PROJECT | $20,000 | |
| FRIENDS OF CABRILLO MARINE AQUARIUM | |||||||
| 3720 STEPHEN M WHITE DRIVE | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | YOUTH MARINE SCIENCE AND STEAM PROGRAMS | $7,500 | |
| FRIENDS OF ST LAWRENCE-WATTS YOUTH CENTER | |||||||
| 10122 COMPTON AVE | LOS ANGELES | CA | 90002 | PUBLIC CHARITY | FRIENDS LITERACY CENTER AND MENTORING PROGRAM | $10,000 | |
| GRAND VISION FOUNDATION | |||||||
| 434 W 6TH STREET | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT; MEET THE MUSIC PROGRAM | $67,000 | |
| GUIDE DOGS FOR THE BLIND INC | |||||||
| PO BOX 3950 | SAN RAFAEL | CA | 94912 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $250 | |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| PO BOX 449 | AMERICUS | GA | 31709 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100 | |
| HARBOR COMMUNITY CLINIC | |||||||
| 593 WEST 6TH STREET | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | CAPITAL CAMPAIGN - PEDIATRIC CLINIC | $100,000 | |
| HARBOR INTERFAITH SERVICES INC | |||||||
| 670 W 9TH STREET | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| HELEN KELLER INTERNATIONAL INC | |||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHILDSIGHT CALIFORNIA (LOS ANGELES) PROGRAM | $5,000 | |
| HOUSE OF HOPE FOUNDATION INC | |||||||
| PO BOX 921 | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,050 | |
| JEWISH FAMILY & CHILDREN'S SERVICE | |||||||
| 3580 WILSHIRE BOULEVARD 7TH FLOOR | LOS ANGELES | CA | 90010 | PUBLIC CHARITY | SOVA COMMUNITY FOOD AND RESOURCE PROGRAM | $250 | |
| KCRW | |||||||
| 1900 PICO BOULEVARD | SANTA MONICA | CA | 90405 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,200 | |
| KIDSAVE INTERNATIONAL | |||||||
| 100 CORPORATE POINTE SUITE 380 | CULVER CITY | CA | 90230 | PUBLIC CHARITY | LOS ANGELES WEEKEND MIRACLES PROGRAM | $15,000 | |
| COMMUNITY PARTNERS INC | |||||||
| 4343 LEIMERT BLVD | LOS ANGELES | CA | 90019 | PUBLIC CHARITY | LA COMMONS - NEIGHBORHOOD STORY CONNECTION | $10,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT-LA PARTNERSHIP FOR EARLY CHILDHOOD INVESTMENT | $25,000 | |
| LAMBDA LEGAL DEFENSE & EDUCATION FUND INC | |||||||
| 4221 WILSHIRE BLVD STE 280 | LOS ANGELES | CA | 90010 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100 | |
| LIBERTY HILL FOUNDATION | |||||||
| 6420 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90048 | PUBLIC CHARITY | OUT FUND | $250 | |
| LONG BEACH BAR FOUNDATION | |||||||
| 3515 LINDEN AVENUE SUITE 52 | LONG BEACH | CA | 90807 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| LONG BEACH BLAST | |||||||
| 4201 LONG BEACH BLVD STE 201 | LONG BEACH | CA | 90807 | PUBLIC CHARITY | BRIDGE TO SUCCESS | $10,000 | |
| LONG BEACH MUSEUM OF ART | |||||||
| 2300 EAST OCEAN BOULEVARD | LONG BEACH | CA | 90803 | PUBLIC CHARITY | LONG BEACH MUSEUM OF ART AND KIDSVISIONS ARTS EDUCATION PROGRAM | $10,000 | |
| LOS ANGELES CONSERVANCY | |||||||
| 523 W SIXTH STREET STE 826 | LOS ANGELES | CA | 90014 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $500 | |
| LOS ANGELES COUNTY BAR ASSOCIATION - COUNSEL FOR JUSTICE | |||||||
| PO BOX 55020 | LOS ANGELES | CA | 90055 | PUBLIC CHARITY | DOMESTIC VIOLENCE LEGAL SERVICES PROJECT | $100 | |
| LOS ANGELES MARITIME INSTITUTE | |||||||
| BERTH 73 SUITE 2 | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| LOS ANGELES TEAM MENTORING | |||||||
| 145 SOUTH SPRING STREET SUITE 725 | LOS ANGELES | CA | 90012 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| MAMMOTH HOSPITAL FOUNDATION | |||||||
| PO BOX 660 | MAMMOTH LAKES | CA | 93546 | PUBLIC CHARITY | MAMMOTH HOSPITAL DENTAL CLINIC | $2,500 | |
| MAR VISTA FAMILY CENTER | |||||||
| 5075 S SLAUSON AVE | CULVER CITY | CA | 90230 | PUBLIC CHARITY | AFTER SCHOOL SNACK/MEAL AND PANTRY PROGRAM | $10,000 | |
| MINDS MATTER OF LOS ANGELES INC | |||||||
| 19360 RINALDI STREET SUITE 705 | PORTER RANCH | CA | 91326 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| MY FRIEND'S PLACE | |||||||
| PO BOX 3867 | LOS ANGELES | CA | 90078 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT; HEALTH AND WELL-BEING PROGRAM | $16,000 | |
| NEW VILLAGE CHARTER SCHOOL INC | |||||||
| 147 N OCCIDENTAL BOULEVARD | LOS ANGELES | CA | 90026 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| OCCIDENTAL COLLEGE INSTITUTIONAL ADVANCEMENT | |||||||
| 1600 CAMPUS ROAD M-45 | LOS ANGELES | CA | 90041 | PUBLIC CHARITY | THE OXY FUND/TIGER CLUB | $300 | |
| ONE IN LONG BEACH INC | |||||||
| 2017 E 4TH STREET | LONG BEACH | CA | 90814 | PUBLIC CHARITY | YOUTH SERVICES DEPARTMENT PROGRAM SUPPORT | $15,000 | |
| OPERATION JUMP START | |||||||
| 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| OUR HOUSE INC | |||||||
| 1663 SAWTELLE BLVD SUITE 300 | LOS ANGELES | CA | 90025 | PUBLIC CHARITY | CHILD & ADOLESCENT PROGRAM EXPANSION, FOCUSING ON SCHOOL-BASED GRIEF SUPPORT GROUPS TO STUDENTS AND FAMILIES FROM HIGH-NEED, UNDERSERVED COMMUNITIES | $5,000 | |
| PS SCIENCE | |||||||
| 1000 W HILLCREST BLVD | INGLEWOOD | CA | 90301 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $7,500 | |
| PACIFIC BATTLESHIP CENTER | |||||||
| 250 S HARBOR BLVD BERTH 87 | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT; GRAVELY EVENT; CCJ DIGITAL INNOVATION FUND | $51,500 | |
| PATH VENTURES | |||||||
| 340 N MADISON AVENUE | LOS ANGELES | CA | 90004 | PUBLIC CHARITY | FAMILY COMMONS YOUTH PROGRAM | $15,000 | |
| PEDIATRIC THERAPY NETWORK | |||||||
| 1815 WEST 213TH ST STE 100 | TORRANCE | CA | 90501 | PUBLIC CHARITY | EARLY INTERVENTION AND ANCILLARY SERVICE PROGRAM | $10,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 | |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| PO BOX 740528 | LOS ANGELES | CA | 90074 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $350 | |
| PORT OF LOS ANGELES HIGH SCHOOL | |||||||
| 250 W 5TH STREET | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | PORT OF LOS ANGELES HIGH SCHOOL SPECIAL EDUCATION PROGRAM | $25,000 | |
| POWER 4 YOUTH | |||||||
| 5199 E PACIFIC COAST HIGHWAY 209 | LONG BEACH | CA | 90804 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| RAINBOW SERVICES LTD | |||||||
| 453 WEST 7TH STREET | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $29,695 | |
| REDROVER | |||||||
| PO BOX 188890 | SACRAMENTO | CA | 95818 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100 | |
| SAN PEDRO CITY BALLET | |||||||
| 1231 SO PACIFIC AVENUE | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | DANCED STEPS UP! | $7,850 | |
| SCHOOL ON WHEELS INC | |||||||
| 3150 N SAN FERNANDO ROAD SUITE B | LOS ANGELES | CA | 90065 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| SECOND CHANCE DOG RESCUE | |||||||
| 2801 B STREET 55 | SAN DIEGO | CA | 92102 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $250 | |
| SHAKESPEARE BY THE SEA | |||||||
| 777 CENTRE STREET | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $250 | |
| SHARED SCIENCE | |||||||
| 5318 E 2ND STREET 602 | LONG BEACH | CA | 90803 | PUBLIC CHARITY | EARLY ROBOTICS PROGRAM | $10,000 | |
| SOUTH BAY CENTER FOR COUNSELING | |||||||
| 540 NORTH MARINE AVENUE | WILMINGTON | CA | 90744 | PUBLIC CHARITY | PRESCHOOL WITHOUT WALLS (PWW) | $10,000 | |
| SOUTH BAY VOCATIONAL CENTER | |||||||
| 20706 MAIN STREET | CARSON | CA | 90745 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100 | |
| SOUTH CENTRAL LOS ANGELES MINISTRY PROJECT INC | |||||||
| 892 E 48TH ST | LOS ANGELES | CA | 90011 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| SOUTH COAST BOTANIC GARDEN FOUNDATION | |||||||
| 26300 CRENSHAW BLVD | PALOS VERDES PENINSULA | CA | 90274 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $500 | |
| COMMUNITY PARTNERS INC | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT-SOUTHERN CALIFORNIA COLLEGE ACCESS NETWORK | $10,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $900 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $200 | |
| ST JAMES INN | |||||||
| PO BOX 64494 | LOS ANGELES | CA | 90064 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $200 | |
| STRIVE FOUNDATION | |||||||
| 9124 SOUTH MAIN STREET | LOS ANGELES | CA | 90003 | PUBLIC CHARITY | ACADEMICS AND ARTS PROGRAM FOR AT-RISK INNER CITY YOUTH | $10,000 | |
| COMMUNITY PARTNERS INC | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT-STUDENT LEADER ARTS MENTORSHIP (SLAM!) | $7,500 | |
| SYNERGY ACADEMIES | |||||||
| PO BOX 78999 | LOS ANGELES | CA | 90016 | PUBLIC CHARITY | STEM FOR THE WHOLE FAMILY | $10,000 | |
| THE 103 SAINTS KOREAN CATHOLIC CENTER | |||||||
| 2701 W 237TH STREET | TORRANCE | CA | 90505 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $500 | |
| THE CAL FUND UC BERKELEY FOUNDATION | |||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 94720 | PUBLIC CHARITY | THE CAL FUND | $200 | |
| THE GENTLE BARN | |||||||
| 15825 SIERRA HWY | SANTA CLARITA | CA | 91390 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50 | |
| THE RICHSTONE CENTER INC | |||||||
| 13634 CORDARY AVENUE | HAWTHORNE | CA | 90250 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| THE SALVATION ARMY RED SHIELD YOUTH & COMMUNITY CENTER | |||||||
| 180 EAST OCEAN BOULEVARD STE 500 | LONG BEACH | CA | 90802 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $150 | |
| THE UNUSUAL SUSPECTS THEATRE COMPANY | |||||||
| 3719 VERDUGO ROAD | LOS ANGELES | CA | 90065 | PUBLIC CHARITY | ARTS EDUCATION IN SOUTH L.A. | $7,500 | |
| THE YOUNG STORYTELLERS FOUNDATION | |||||||
| 923 EAST 3RD STREET 307 | LOS ANGELES | CA | 90013 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100 | |
| TOBERMAN NEIGHBORHOOD CENTER INC | |||||||
| 131 NORTH GRAND AVENUE | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,100 | |
| TORRANCE EDUCATION FOUNDATION | |||||||
| 20695 S WESTERN AVE SUITES 136 141 | TORRANCE | CA | 90501 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $150 | |
| UC BERKELEY FOUNDATION - GRADUATE SCHOOL OF EDUCATION | |||||||
| 3615 TOLMAN HALL | BERKELEY | CA | 94720 | PUBLIC CHARITY | GRADUATE SCHOOL OF EDUCATION | $200 | |
| UCSB FOUNDATION | |||||||
| OFFICE OF DEVELOPMENT UNIVERSITY OF | SANTA BARBARA | CA | 93106 | PUBLIC CHARITY | ANNUAL FUND IN HONOR OF KATHLEEN PETERSON | $250 | CALIFORNIA SANTA BARBARA |
| UNICEF USA | |||||||
| PO BOX 96964 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $250 | |
| UNITED MITOCHONDRIAL DISEASE FOUNDATION | |||||||
| 8085 SALTSBURG ROAD STE 201 | PITTSBURGH | PA | 15239 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100 | |
| UNITED STATES ACADEMIC DECATHLON ASSOCIATION | |||||||
| PO BOX 4351 | MANKATO | MN | 56002 | PUBLIC CHARITY | ASA REAVES SCHOLARSHIP FUND | $500 | |
| UNITED THROUGH READING | |||||||
| 1455 FRAZEE ROAD STE 500 | SAN DIEGO | CA | 92108 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100 | |
| UPWARD BOUND HOUSE | |||||||
| 1104 WASHINGTON AVENUE | SANTA MONICA | CA | 90403 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| URBAN COMPASS | |||||||
| 11100 S CENTRAL AVENUE | LOS ANGELES | CA | 90059 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| USA FOR UNHCR | |||||||
| PO BOX 97114 | WASHINGTON | DC | 20077 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $300 | |
| VALLEY CHRISTIAN FELLOWSHIP | |||||||
| 2911 PACIFIC WAY | LONGVIEW | WA | 98632 | PUBLIC CHARITY | ROYAL FAMILY KIDS | $1,000 | |
| WESTSIDE FAMILY HEALTH CENTER | |||||||
| 1711 OCEAN PARK BOULEVARD | SANTA MONICA | CA | 90405 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50 | |
| WHISKERS & TAILS FOUNDATION | |||||||
| 2785 PACIFIC COAST HIGHWAY 124 | TORRANCE | CA | 90505 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $500 | |
| YWCA HARBOR AREA & SOUTH BAY | |||||||
| 437 WEST 9TH STREET | SAN PEDRO | CA | 90731 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT; LANDSCAPE PROJECT; HUMAN TRAFFICKING INITIATIVE | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,043,605 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTASEA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 WEST 6TH STREET SUITE 1010 | AddressLine1Txt |
| City | SAN PEDRO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CAPITAL CAMPAIGN - CONSTRUCTION | GrantOrContributionPurposeTxt |
| Amt | $500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,328 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $431,262 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$102,465 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | 18 | $481,944 |
| LAMI LOAN RECOVERY | 14 | $202,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,070,996 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,070,996 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $24,467 | Amt |
| Net Investment Income | $7,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,127 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART XV, QUESTIONS 2B - 2D | FormAndLineReferenceDesc |
| Medium Explanation | MISSION STATEMENT: THE MISSION OF THE CRAIL-JOHNSON FOUNDATION IS TO PROMOTE THE WELL BEING OF CHILDREN IN NEED, THROUGH THE EFFECTIVE APPLICATION OF HUMAN AND FINANCIAL RESOURCES. IT IS OUR COMMITMENT TO BE AN ADVOCATE FOR CHILDREN AND TO ACT AS AN AGENT FOR POSITIVE CHANGE. WE ENDEAVOR TO PROVIDE FOR IMMEDIATE IMPROVEMENT IN CHILDREN'S QUALITY OF LIFE, AS WELL AS TO PROVIDE OPPORTUNITIES FOR A FUTURE LIFE OF QUALITY. GRANT MAKING POLICIES: THE CRAIL-JOHNSON FOUNDATION ("THE CJF") HAS DEFINED ITSELF AS A "CHILDREN'S CHARITY AND THE VAST MAJORITY OF GRANT MAKING IS DIRECTED TOWARD PROGRAMS BENEFITING CHILDREN, YOUTH AND FAMILIES IN THE GREATER LOS ANGELES AREA. GENERALLY, PROPOSALS, WHICH ARE NOT RELEVANT TO THE FOUNDATION'S MISSION AND FUNDING PRIORITIES, WILL NOT BE CONSIDERED. THE CJF PROVIDES FINANCIAL SUPPORT PRIMARILY THROUGH GRANTS TO PUBLIC NON-PROFIT ORGANIZATIONS THAT ARE EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). THE CJF PROVIDES GRANTS FOR PROGRAM INITIATIVES AND ENHANCEMENTS, GENERAL OPERATING SUPPORT AND CAPITAL PROJECTS. CJF PROVIDES TECHNICAL ASSISTANCE TO SELECTED COMMUNITY BASED INITIATIVES BENEFITING CHILDREN AND FAMILIES. SUPPORT IS NOT GRANTED FOR PROGRAMS AND PROJECTS BENEFITING RELIGIOUS PURPOSES, UNIVERSITY LEVEL EDUCATION, RESEARCH, EVENTS RECOGNIZING INDIVIDUALS OR ORGANIZATIONS, POLITICAL CAUSES OR PROGRAMS ATTEMPTING TO INFLUENCE LEGISLATION. NO GRANTS ARE MADE DIRECTLY TO INDIVIDUALS. THE MAJORITY OF THE CJF FUNDING SUPPORTS ORGANIZATIONS LOCATED IN THE GREATER LOS ANGELES AREA AND PROJECTS THAT DIRECTLY BENEFIT LOS ANGELES AREA RESIDENTS. NATIONAL ORGANIZATIONS PROVIDING SERVICES IN LOS ANGELES ARE ALSO CONSIDERED. OCCASIONALLY, GRANTS ARE MADE TO PROGRAMS AND PROJECTS THAT ARE REGIONAL OR NATIONAL IN SCOPE, WHERE POTENTIAL BENEFITS TO CHILDREN AND FAMILIES IN LOS ANGELES CAN BE CLEARLY DEMONSTRATED. IN ADDITION, THE FOUNDATION HAS ESTABLISHED FUNDS TO SUPPORT CHILDREN'S PROGRAMS IN THE FOLLOWING COMMUNITIES: KERN COUNTY. GRANT APPLICATION PROCESS: THE CJF HAS IMPLEMENTED A TWO-PHASE APPLICATION PROCESS. FIRST, ANY ELIGIBLE NONPROFIT MAY SUBMIT A LETTER OF INQUIRY ("LOI"). DETAILED INFORMATION, INCLUDING THE LOI FORM AND DEADLINES, ARE AVAILABLE ON THE CJF'S WEBSITE. THE SECOND PHASE OF THE CJF APPLICATION PROCESS IS A FULL GRANT APPLICATION, WHICH IS BY INVITATION ONLY, AND IS PROVIDED TO THOSE NONPROFITS WHO ARE INVITED TO SUBMIT THE FULL APPLICATION. DEADLINES VARY THROUGHOUT THE FISCAL YEAR. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $885,541 | EOYBookValueAmt |
| EOYFMV | $885,541 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $13,176,532 | EOYBookValueAmt |
| EOYFMV | $13,176,532 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE & STRUCTURED INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,638,505 | BookValueAmt |
| EOYFMV | $2,638,505 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRI - LAMI BRIDGE LOAN | $232,500 | ||
| PRI - LAMI BRIDGE LOAN RESERVE | -$232,500 | ||
| SBSA BILL OF RIGHTS A/R | $32,000 | $32,000 | $32,000 |
| SBSA BILL OF RIGHTS A/R RESERVE | -$32,000 | -$32,000 | -$32,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $1,212,230 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSE AND PERMITS | $244 | $0 | $244 |
| POSTAGE | $107 | $0 | $107 |
| DUES & SUBSCRIPTION | $4,000 | $0 | $4,000 |
| COMPUTER SOFTWARE | $4,431 | $0 | $4,431 |
| MISCELLANEOUS | $12 | $0 | $12 |
| INSURANCE | $8,512 | $0 | $8,512 |
| FROM K-1S - INVESTMENT EXPENSES | $0 | $27,710 | $0 |
| FROM K1S - CHARITABLE DEDUCTIONS | $0 | $197 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $20,427 | $16,500 | $20,427 |
| OTHER INCOME - FROM K-1S | $49,166 | ||
| PARTNERSHIP DISTRIBUTIONS | $481,944 | $481,944 | |
| LAMI LOAN RECOVERY | $202,500 | $202,500 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $16,384 | BOYBookValueAmt |
| EOY Book Value | $7,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $90,989 | Amt |
| Net Investment Income | $90,989 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $14,500 | $0 | $0 |
| PAYROLL TAXES | $6,936 | $0 | $6,936 |
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