THE LOUIS & HAROLD PRICE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE LOUIS & HAROLD PRICE FOUNDATION (EIN 13-6121358)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349103633
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T14:00:47-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 California Street Suite 2200 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802022635 | 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 | 136121358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Louis & Harold Price Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2133308571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10250 Constellation Blvd Suite 2600 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bonnie Vitti | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Shelley A Owens CPA | PreparerPersonNm |
| PTIN | P00517745 | PTIN |
| Phone | 3038315000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $78,298,649 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $180,872 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95,685 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,437,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,437,137 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,303,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,467,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,303,212 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $93,635 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,014,856 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,836,034 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $465 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,185 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $482,595 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $273,180 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $209,414 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $350,249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52,712 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $731 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $731 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $30,054 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,005 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,049 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $295,384 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $283,047 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,337 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,163,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $613,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $252,985 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,299,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,299,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,462,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $613,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,552,265 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,448,087 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,222,894 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,787 | CashBOYAmt |
| Cash EOY | $6,058 | CashEOYAmt |
| Cash EOYFMV | $6,058 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $667,927 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,606,733 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,606,733 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $5,476,340 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,585,894 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,616,212 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $48,419,145 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,147,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,004,734 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,143,569 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,950,746 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,921,397 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $19,372,889 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,338,633 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,138,323 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,192 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $5,192 | LandEOYAmt |
| Land EOYFMV | $5,192 | LandEOYFMVAmt |
| Other Assets BOY | $242 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $77,090,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,640,665 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,298,649 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $77,090,899 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,640,665 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,090,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,640,665 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,090,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,640,665 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,090,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,448,087 | ExcessRevenueOverExpensesAmt |
| Other Increases | $731 | OtherIncreasesAmt |
| Subtotal | $75,643,543 | SubtotalAmt |
| Other Decreases | $2,878 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $75,640,665 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sale of Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $12,890,118 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,586,906 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,303,212 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $1,303,212 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,303,212 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,007,979 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $78,214,415 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051243 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,961,044 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $74,680,308 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053040 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,934,882 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $79,468,844 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049515 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,864,052 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $83,153,452 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046469 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,053,537 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $79,054,895 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051275 | DistributionYr5Rt |
| Total Distribution | 0.251542 | TotalDistributionRt |
| Average Distribution | 0.050308 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $81,252,122 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,087,632 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,229 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,109,861 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,552,265 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,458 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $44,458 | SubtotalAmt |
| Tax Based On Investment Income | $44,458 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,170 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $56,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $85,170 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $40,712 | OverpaymentAmt |
| Applied To ES Tax | $40,712 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PRICEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 7326945630 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Woodbridge Center Drive | AddressLine1Txt |
| City | Woodbridge | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070951191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GEORGE ASCH | ||||||||
| 10250 CONSTELLATION BLVD | LOS ANGELES | CA | 90067 | TRUSTEE | 1.000 | $0 | $0 | $0 |
| BONNIE VITTI | ||||||||
| 10250 CONSTELLATION BLVD | LOS ANGELES | CA | 90067 | PRESIDENT & TRUSTEE | 2.000 | $0 | $0 | $12,285 |
| AL OSBORNE JR PHD | ||||||||
| 10250 CONSTELLATION BLVD | LOS ANGELES | CA | 90067 | TRUSTEE | 1.000 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Bessemer Trust | ||||||
| 100 Woodbridge Center Drive | Woodbridge | NJ | 070951191 | Investment Advisory Services | $296,321 | |
| Sanderson Asset Management Inc | ||||||
| 250 South Wacker Drive | Chicago | IL | 60606 | Investment Advisory | $77,939 | Suite 220 |
| Cecilia Solorzano | ||||||
| 700 Calle de Arboles | Redondo Beach | CA | 90277 | Administrative Support | $51,744 | |
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 | $57,795,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,550,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,143,518 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,489,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $82,489,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,237,342 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $81,252,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,062,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,062,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,458 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,458 | TotalTaxAmt |
| Distributable Before Adj | $4,018,148 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,018,148 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,018,148 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,552,265 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,552,265 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,552,265 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,018,148 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,207,185 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,552,265 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,207,185 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $345,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,673,068 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (121 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A Home Within | |||||||||||||
| 2255 Van Ness Suite 203 | San Francisco | CA | 94109 | NONE | PC | General Operating Support | $20,000 | ||||||
| Adat Ari El Labowe Family Day School | |||||||||||||
| 1202 Burbank Blvd | Valley Village | CA | 916072198 | NONE | PC | General Operating Support | $5,000 | ||||||
| AIDS Project Los Angeles | |||||||||||||
| 611 South Kingsley Drive | Los Angeles | CA | 90005 | NONE | PC | General Operating Support | $1,000 | ||||||
| American Corporation of the Arts | |||||||||||||
| 6233 Hollywood Blvd | Hollywood | CA | 90028 | NONE | PC | General Operating Support | $10,880 | ||||||
| American Foundation for AIDS Research | |||||||||||||
| 120 Wall Street 13th Floor | New York | NY | 10005 | NONE | PC | General Operating Support | $5,000 | ||||||
| American Friends of Shaare Zedek Medical Center | |||||||||||||
| NONE | PC | General Operating Support | $5,000 | P O BOX 3235 | Jerusalem | IS | 91031 | ||||||
| American Jewish World Service | |||||||||||||
| 10495 Santa Monica Blvd | Los Angeles | CA | 90025 | NONE | PC | General Support/Humanitarian Crisis in Africa | $20,000 | ||||||
| Anti-Defamation League Pacific Southwest (Los Angeles) | |||||||||||||
| 10495 Santa Monica Blvd | Los Angeles | CO | 90025 | NONE | PC | General Operating Support | $10,000 | ||||||
| Aspen Hall of Fame | |||||||||||||
| P O Box 510 | Aspen | CO | 81612 | NONE | PC | General Operating Support | $2,000 | ||||||
| Aspen Historical Society | |||||||||||||
| 620 W Bleeker Street | Aspen | CO | 81611 | NONE | PC | Operating Expenses/ Ute Traveling Exhibit | $5,000 | ||||||
| Aspen Homeless Shelter | |||||||||||||
| 405 Castle Creek Road Suite 16 | Aspen | CO | 81611 | NONE | PC | General Operating Support | $10,000 | ||||||
| Aspen Music Festival and School | |||||||||||||
| 225 Music School Road | Aspen | CO | 81611 | NONE | PC | General Operating Support | $31,600 | ||||||
| Aspen Music Festival and School | |||||||||||||
| 225 Music School Road | Aspen | CO | 81611 | NONE | PC | Additional Support | $13,500 | ||||||
| Aspen Valley Ski and Snowboard Club | |||||||||||||
| 300 AVSC Drive | Aspen | CO | 81611 | NONE | PC | SnoWarrior Skier Scholarships | $10,000 | ||||||
| Aspen Youth Center | |||||||||||||
| PO Box 8266 | Aspen | CO | 81612 | NONE | PC | After School Clubs | $10,000 | ||||||
| Avenues to Independence | |||||||||||||
| 515 Busse Highway Suite 100 | Park Ridge | IL | 60068 | NONE | PC | General Operating Support | $50,000 | ||||||
| Bessie's Hope | |||||||||||||
| PO Box 12675 | Denver | CO | 80212 | NONE | PC | General Operating Support | $5,000 | ||||||
| Temple Beth Hillel | |||||||||||||
| 12326 Riversisde Drive | Valley Village | CA | 91607 | NONE | PC | (Temple Check) General Operating Support | $50,000 | ||||||
| Beth Hillel Day School | |||||||||||||
| 12326 Riversisde Drive | Valley Village | CA | 91607 | NONE | PC | General Operating Support | $20,000 | ||||||
| Bishop Garcia Diego High School | |||||||||||||
| 4000 La Colina Road | Santa Barbara | CA | 93110 | NONE | PC | Scholarship | $5,000 | ||||||
| Bishop Garcia Diego High School | |||||||||||||
| 4000 La Colina Road | Santa Barbara | CA | 93110 | NONE | PC | Tuitions Financial Aid | $17,000 | ||||||
| Bridging Bionics Foundation | |||||||||||||
| PO Box 3767 | Basalt | CO | 81621 | NONE | PC | General Operating Support | $50,000 | ||||||
| Buddy Program Inc (The) | |||||||||||||
| 110 East Hallam Street Ste 125 | Aspen | CO | 81611 | NONE | PC | General Operating Support | $50,000 | ||||||
| California State University Chico | |||||||||||||
| 400 W First Street | Chico | CA | 959290001 | NONE | PC | SAGE Support for Entrepreneurial Teens across the USA | $15,000 | ||||||
| Carnegie Hall Corporation (formerly Carnegie Hall Society Inc) | |||||||||||||
| 881 Seventh Avenue | New York | NY | 10019 | NONE | PC | General Operating Support | $5,000 | ||||||
| CASA of Jefferson and Gilpin Counties | |||||||||||||
| 100 Jefferson County Parkway 2040 | Golden | CO | 80401 | NONE | PC | General Operating Support | $5,000 | ||||||
| Cedars-Sinai Medical Center | |||||||||||||
| 8700 Beverly Blvd | Los Angeles | CA | 900480750 | NONE | PC | General Support | $20,000 | ||||||
| Cedars-Sinai Medical Center | |||||||||||||
| 8700 Beverly Blvd | Los Angeles | CA | 900480750 | NONE | PC | PRCC Cardiac/Electrophysiology Program | $20,000 | ||||||
| Center Theater Group | |||||||||||||
| 601 W Temple Street | Los Angeles | CA | 90012 | NONE | PC | 50th Anniversary Capital Campaign | $200,000 | ||||||
| Children's Aid Society | |||||||||||||
| 711 Third Avenue Ste 700 | New York | NY | 10017 | NONE | PC | General Operating Support | $2,000 | ||||||
| Columbia University | |||||||||||||
| 535 West 116th Street | New York | NY | 10027 | NONE | PC | General Operating Support | $5,000 | ||||||
| Cystic Fibrosis Canada | |||||||||||||
| NONE | PC | Vancouver BC Chapter of Cystic Fibrosis Canada | $5,000 | 2323 Yonge Street Suite 800 | Toronto | CA | M4P2C9 | Ontario | |||||
| de Toledo High School | |||||||||||||
| 22622 Vanowen Street | West Hills | CA | 91307 | NONE | PC | General Operating Support | $50,000 | ||||||
| de Toledo High School | |||||||||||||
| 22622 Vanowen Street | West Hills | CA | 91307 | NONE | PC | Tuition Assistance | $5,000 | ||||||
| Denver Children's Advocacy Center | |||||||||||||
| 2149 Federal Blvd | Denver | CO | 80211 | NONE | PC | General Operating Support | $15,000 | ||||||
| Denver Rescue Mission | |||||||||||||
| P O Box 5206 | Denver | CO | 802175206 | NONE | PC | STAR Transitional & Youth Development | $25,000 | ||||||
| Disability Law Colorado | |||||||||||||
| 455 Sherman Street Ste 130 | Denver | CO | 80203 | NONE | PC | General Operating Support | $5,000 | ||||||
| Downtown Women's Center | |||||||||||||
| 422 S San Pedro | Los Angeles | CA | 90013 | NONE | PC | General Operating Support | $5,000 | ||||||
| Duke University | |||||||||||||
| 324 Blackwell Street | Durham | NC | 27701 | NONE | PC | General Operating Support | $10,000 | ||||||
| Education Pioneers | |||||||||||||
| 386 Fore Street Suite 304 | Portland | ME | 04101 | NONE | PC | General Operating Support | $10,000 | ||||||
| English in Action | |||||||||||||
| P O Box 4856 | Basalt | CO | 81621 | NONE | PC | General Operating Support | $10,000 | ||||||
| Ethical Culture Fieldston School | |||||||||||||
| 33 Central Park West | New York | NY | 10023 | NONE | PC | ECF Annual Fund | $5,000 | ||||||
| Exceptional Children's Foundation | |||||||||||||
| 8740 West Washington Blvd | Culver City | CA | 90232 | NONE | PC | The Early Start Program | $10,000 | ||||||
| Exponent Philanthropy | |||||||||||||
| 1720 N Street NW | Washington | DC | 20036 | NONE | PC | 2017 Membership Dues | $2,000 | ||||||
| Food Bank for NYC | |||||||||||||
| 39 Broadway 10th Floor | New York | NY | 10006 | NONE | PC | General Operating Support | $20,000 | ||||||
| Food Bank of the Rockies | |||||||||||||
| 10700 E 45th Avenue | Denver | CO | 80239 | NONE | PC | General Operating Support | $10,000 | ||||||
| Fresh Start Surgical Gifts | |||||||||||||
| 2011 Palomar Airport Road Ste 206 | Carlsbad | CA | 92011 | NONE | PC | Surgical Weekend Program | $20,000 | ||||||
| Garry Marshall Theatre | |||||||||||||
| 4252 W Riverside Drive | Burbank | CA | 91505 | NONE | PC | Inaugural Gala | $15,000 | ||||||
| Grandparents As Parents | |||||||||||||
| 22048 Sherman Way Suite 217 | Canoga Park | CA | 91303 | NONE | PC | General Operating Support | $10,000 | ||||||
| Henry Street Settlement | |||||||||||||
| 265 Kenry Street | New York | NY | 10002 | NONE | PC | Boys and Girls Republic | $2,500 | ||||||
| Hope House of Colorado | |||||||||||||
| P O Box 740568 | Arvada | CO | 80006 | NONE | PC | GED Program | $10,000 | ||||||
| I Have A Dream Foundation of Boulder County | |||||||||||||
| 5390 Manhattan Circle 200 | Boulder | CO | 80303 | NONE | PC | La Vista Dreamer Class | $5,000 | ||||||
| Independent Pass Foundation | |||||||||||||
| P O Box 1700 | Aspen | CO | 81612 | NONE | PC | General Operating Support | $6,000 | ||||||
| Jewish Big Brothers Big Sisters of Los Angeles | |||||||||||||
| 6505 Wilshire Blvd Suite 600 | Los Angeles | CA | 90048 | NONE | PC | Camp Max Straus | $1,000 | ||||||
| Jewish Big Brothers Big Sisters of Los Angeles | |||||||||||||
| 6505 Wilshire Blvd Suite 600 | Los Angeles | CA | 90048 | NONE | PC | Kibbutz Bob Waldorf Teen Camp | $10,000 | ||||||
| Jewish Foundation for the Righteous | |||||||||||||
| 80 Main Street Suite 380 | West Orange | NJ | 07052 | NONE | PC | General Operating Support | $40,000 | ||||||
| Laradon | |||||||||||||
| 5100 Lincoln Street | Denver | CO | 80216 | NONE | PC | Individual Employment Program | $10,000 | ||||||
| Leo Baeck Temple | |||||||||||||
| 1300 North Sepulveda Blvd | Los Angeles | CA | 90049 | NONE | PC | General Operating Support | $25,000 | ||||||
| Leo Baeck Temple | |||||||||||||
| 1300 North Sepulveda Blvd | Los Angeles | CA | 90049 | NONE | PC | Harold Price Memorial | $1,000 | ||||||
| Leo Baeck Temple | |||||||||||||
| 1300 North Sepulveda Blvd | Los Angeles | CA | 90049 | NONE | PC | Heroes and Angels Tribute | $3,000 | ||||||
| Leo Baeck Temple | |||||||||||||
| 1300 North Sepulveda Blvd | Los Angeles | CA | 90049 | NONE | PC | Kadima! Capital Campaign | $100,000 | ||||||
| Leo Baeck Temple | |||||||||||||
| 1300 North Sepulveda Blvd | Los Angeles | CA | 90049 | NONE | PC | Pauline Price Memorial | $1,000 | ||||||
| Lincoln Center for the Performing Arts Inc | |||||||||||||
| 70 Lincoln Center Plaza 9th Floor | New York | NY | 10023 | NONE | PC | General Operating Support | $5,000 | ||||||
| Los Angeles County Museum of Art | |||||||||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | NONE | PC | Art Programs with the Community: LACMA On-Site | $10,000 | ||||||
| Los Angeles Jewish Home for the Aging | |||||||||||||
| 7150 Tampa Avenue | Reseda | CA | 91335 | NONE | PC | General Operating Support | $10,000 | ||||||
| Los Angeles Opera | |||||||||||||
| 135 N Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | LA Opera's Education and Senior Programs | $25,000 | ||||||
| Los Angeles Regional Foodbank | |||||||||||||
| 1734 East 41st Street | Los Angeles | CA | 90058 | NONE | PC | General Operating Support | $10,000 | ||||||
| Meals on Wheels of West Los Angeles | |||||||||||||
| P O Box 241576 | Los Angeles | CA | 90024 | NONE | PC | General Operating Support | $9,000 | ||||||
| Mountain Rescue Aspen Inc | |||||||||||||
| 37925 Highway 82 | Aspen | CO | 81611 | NONE | PC | General Operating Support | $1,000 | ||||||
| Music Center (of Los Angeles County) | |||||||||||||
| 135 N Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | Founders Room | $800 | ||||||
| Music Center (of Los Angeles County) | |||||||||||||
| 135 N Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | General Operating Support/A Osborne | $2,500 | ||||||
| Music Center (of Los Angeles County) | |||||||||||||
| 135 N Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | The Music Center Arts Education Programs | $10,000 | ||||||
| National Center for Family Philanthropy | |||||||||||||
| 1667 K Street NW Suite 550 | Washington | DC | 20006 | NONE | PC | Annual Contribution | $2,500 | ||||||
| Natural Resources Defense Council | |||||||||||||
| 40 West 20th Street 11th Floor | New York | NY | 10011 | NONE | PC | General Operating Support | $50,000 | ||||||
| New York Historical Society | |||||||||||||
| 170 Central Park West at Richard Gi | New York | NY | 10024 | NONE | PC | General Operating Support | $5,000 | lder Way | |||||
| New York Presbyterian Fund Inc | |||||||||||||
| 525 East 68th Street Box 123 | New York | NY | 10065 | NONE | PC | NYP/WC | $10,000 | ||||||
| Northwell Health Foundation | |||||||||||||
| 2000 Marcus Avenue | New Hyde Park | NY | 11042 | NONE | PC | Lenox Hill | $5,000 | ||||||
| Oakwood School | |||||||||||||
| 11600 Magnolia Blvd | North Hollywood | CA | 91601 | NONE | PC | Bridge Capital Campaign | $200,000 | ||||||
| Oakwood School | |||||||||||||
| 11600 Magnolia Blvd | North Hollywood | CA | 91601 | NONE | PC | Oakwood School's Annual Fund | $50,000 | ||||||
| PATH (formerly Beyond Shelter) | |||||||||||||
| 340 N Madison Ave | Los Angeles | CA | 90004 | NONE | PC | Family Connections | $10,000 | ||||||
| PAWS LA | |||||||||||||
| 2121 S Flower Street | Los Angeles | CA | 90007 | NONE | PC | General Operating Support | $2,000 | ||||||
| Pitkin County Library (Friends of the Library) | |||||||||||||
| 120 N Mill Street | Aspen | CO | 81611 | NONE | PC | General Operating Support | $3,000 | ||||||
| Planned Parenthood Federation of America | |||||||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | NONE | PC | General Operating Support | $10,000 | ||||||
| Planned Parenthood of the Rocky Mountains | |||||||||||||
| 7155 E 38th Avenue | Denver | CO | 80207 | NONE | PC | Glenwood Springs Health Center | $5,000 | ||||||
| Population Connection | |||||||||||||
| 2120 L St NW Suite 500 | Washington | DC | 20037 | NONE | PC | General Operating Support | $10,000 | ||||||
| Project Dignity | |||||||||||||
| 651 N Rose Drive D115 | Placentia | CA | 92870 | NONE | PC | General Operating Support | $5,000 | ||||||
| RESPONSE Help for Battered Women | |||||||||||||
| P O Box 1340 | Aspen | CO | 81612 | NONE | PC | General Operating Support | $10,000 | ||||||
| Riviera Hall Lutheran School | |||||||||||||
| 330 Palos Verdes Blvd | Redondo Beach | CA | 90277 | NONE | PC | General Operating Support | $20,000 | ||||||
| Roaring Fork Public Radio Translator Inc | |||||||||||||
| 110 E Hallam Suite 134 | Aspen | CO | 81611 | NONE | PC | General Operating Support | $5,000 | ||||||
| Rocky Mountain PBS KRMA Channel 6 | |||||||||||||
| 1089 Bannock Street | Denver | CO | 80204 | NONE | PC | General Operating Support | $5,000 | ||||||
| Rocky Mountain Youth Clinics | |||||||||||||
| 9197 Grant Street Suite 100 | Thornton | CO | 80229 | NONE | PC | General Operating Support | $10,000 | ||||||
| Saban Community Clinic | |||||||||||||
| 8405 Beverly Blvd | Los Angeles | CA | 90048 | NONE | PC | General Operating Support | $20,000 | ||||||
| Sacramento FoodBank and Family Services | |||||||||||||
| 3333 Thrid Avenue | Sacramento | CA | 95817 | NONE | PC | General Operating Support | $20,000 | ||||||
| SafeHouse Denver | |||||||||||||
| 1649 Downing Street | Denver | CO | 80218 | NONE | PC | General Operating Support | $15,000 | ||||||
| School on Wheels | |||||||||||||
| P O Box 23371 | Ventura | CA | 93002 | NONE | PC | General Operating Support | $25,000 | ||||||
| Sea Shepherd Australia Limited | |||||||||||||
| NONE | PC | General Operating Support | $30,000 | 2 Ann Street P O Box 1215 | Williamstown | AS | 3016 | ||||||
| Shining Stars Foundation | |||||||||||||
| P O Box 730 | Tabernash | CO | 80478 | NONE | PC | Pediatric Cancer Family Wellness Program-Sibling Care | $5,000 | ||||||
| Solomon R Guggenheim Foundation | |||||||||||||
| 1071 Fifth Avenue | New York | NY | 10128 | NONE | PC | General Operating Support | $5,000 | ||||||
| Southern Poverty Law Center Inc | |||||||||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | NONE | PC | General Operating Support | $50,000 | ||||||
| St Joseph Center | |||||||||||||
| 204 Hampton Drive | Venice | CA | 90291 | NONE | PC | General Support | $10,000 | ||||||
| Teach For America Los Angeles | |||||||||||||
| 606 S Olive Street Suite 300 | Los Angeles | CA | 90014 | NONE | PC | General Operating Support | $10,000 | ||||||
| The ISEF Foundation | |||||||||||||
| 520 8th Avenue 4th Floor | New York | NY | 10018 | NONE | PC | Medical and Biosciences Research Fellowships | $50,000 | ||||||
| The Jewish Federation of Greater Los Angeles | |||||||||||||
| 6505 Wilshire Blvd Suite 1100 | Los Angeles | CA | 90048 | NONE | PC | General Support, Reform Jewish Day Schools, Special Cont. World Jewish Needs | $225,000 | ||||||
| The People Concern (formerly OPCC) | |||||||||||||
| 2116 Arlington Avenue Suite 100 | Los Angeles | CA | 90018 | NONE | PC | Sojourn - A Project of OPCC | $10,000 | ||||||
| The Salvation Army | |||||||||||||
| 180 East Ocean Blvd Suite 500 | Long Beach | CA | 90805 | NONE | PC | General Operating Support | $10,000 | ||||||
| The Smile Train | |||||||||||||
| 633 Third Avenue 9th Floor | New York | NY | 10017 | NONE | PC | General Operating Support | $5,000 | ||||||
| The UCLA Foundation | |||||||||||||
| 236 East 104 Street | New York | NY | 10029 | NONE | PC | General Operating Support | $260,000 | ||||||
| The UCLA Foundation | |||||||||||||
| 110 Westwood Plaza Suite F405 | Los Angeles | CA | 900951481 | NONE | PC | Research in Novel Spinal Nuromodulation Treatment for Spinal Cord Injury | $600,000 | ||||||
| The UCLA Foundation | |||||||||||||
| 110 Westwood Plaza Suite F405 | Los Angeles | CA | 900951481 | NONE | PC | Entrepreneurship BootCamp for Veterans with Disabilities | $10,000 | ||||||
| The UCLA Foundation | |||||||||||||
| 110 Westwood Plaza Suite C305 Entre | Los Angeles | CA | 900951481 | NONE | PC | Annual John Wooden Athletic Fund | $12,500 | preneurs Hall | |||||
| The UCLA Foundation | |||||||||||||
| 110 Westwood Plaza Suite F405 | Los Angeles | CA | 900951481 | NONE | PC | Marion Anderson Hall Building Project | $10,000 | ||||||
| The UCLA Foundation | |||||||||||||
| 110 Westwood Plaza Suite F405 | Los Angeles | CA | 900951481 | NONE | PC | UCLA Annual Anderson Alumni Golf Tournament | $5,000 | ||||||
| University of California Los Angeles | |||||||||||||
| 110 Westwood Plaza Suite F405 | Los Angeles | CA | 900951481 | NONE | PC | Entrepreneurship BootCamp for Veterans | $25,000 | ||||||
| University of California Los Angeles | |||||||||||||
| 111 Westwood Plaza Suite F405 | Los Angeles | CA | 900951481 | NONE | PC | Fellowship Support | $21,300 | ||||||
| Regents of the University of Colorado | |||||||||||||
| 1800 Grant Street 8th Floor | Denver | CO | 80203 | NONE | PC | General Support | $100,000 | ||||||
| University of Colorado College of Music Aspen Music Festival Partnership | |||||||||||||
| Campus Box 419 | Boulder | CO | 803090301 | NONE | PC | Aspen Music Festival Partnership | $40,000 | ||||||
| University of Colorado Guardian Scholars | |||||||||||||
| 2249 Willard Loop Drive Suite N460 | Boulder | CO | 80309 | NONE | PC | Guardian Scholars Scholarship Support | $20,000 | UCB 59 | |||||
| Urban Peak | |||||||||||||
| 730 21st Street | Denver | CO | 80205 | NONE | PC | General Operating Support | $10,000 | ||||||
| Visiting Nurse Association and Hospice of Southern Calif | |||||||||||||
| 150 West First Street Ste 270 | Claremont | CA | 91711 | NONE | PC | General Operating Support | $10,000 | ||||||
| Volunteers of America Colorado Branch Meals on Wheels Denver | |||||||||||||
| 2660 Larimer Street | Denver | CO | 80205 | NONE | PC | Meals on Wheels Program | $10,000 | ||||||
| Workshop In Business Opportunities | |||||||||||||
| 22 Cortlandt Street 16th Floor | New York | CA | 10006 | NONE | PC | General Operating Support | $50,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,299,080 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bishop Garcia Diego High School | |||||||
| 4000 La Colina Road | Santa Barbara | CA | 93110 | NONE | PC | Tuition Financial Aid | $34,000 |
| University of California Los Angeles | |||||||
| 10945 Le Conte Ave Suite 3132 | Los Angeles | CA | 90095 | NONE | PC | Research in Novel Spinal Neuromodulation Treatment for Spinal Cord Injury | $2,400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,434,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180,872 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,437,137 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $93,635 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,303,212 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $93,635 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,921,221 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,014,856 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,650 | Amt |
| Net Investment Income | $465 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,185 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Computer | PropertyDesc |
| Acquired | 2018-04-18 | AcquiredDt |
| Cost Or Other Basis | $5,192 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.0 | LifeRt |
| Current Year Expense | $731 | CurrentYearExpenseAmt |
| Net Investment Income | $731 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (35 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER | ||
| CHARLES SCHWAB CORP/THE MAT 10MAR18 1.5% | $0 | $0 |
| Bb&t Corporation Fr MAT 15JAN20 2.45% | $0 | $0 |
| J P MORGAN CHASE CO MAT 23SEP22 3.25% | $110,140 | $107,782 |
| US BANCORP MAT 11SEP24 3.6% | $0 | $0 |
| BERKSHIRE HATHAWAY INC MAT 15MAR23 2.75% | $0 | $0 |
| HOME DEPOT INC/THE MAT 01APR21 2% | $0 | $0 |
| MICROSOFT CORP MAT 03NOV20 2% | $40,433 | $39,694 |
| TORONTO- DOMINION BANK/THE MAT 02JUL19 2.125% | $0 | $0 |
| ABBVIE INC | $115,584 | $114,267 |
| AMERICAN HONDA FINANCE | $64,964 | $64,665 |
| CA INC | $66,673 | $66,128 |
| CITIGROUP INC | $116,500 | $110,539 |
| DISCOVERY COMMUNICATIONS | $0 | $0 |
| GOLDMAN SACHS GRP INC FRN | $57,367 | $55,761 |
| INTL LEASE FINANCE CORP | $62,557 | $61,155 |
| NORTHROP GRUMMAN CORP | $0 | $0 |
| OMNICOM GROUP INC | $118,225 | $112,076 |
| STARBUCKS CORP | $114,907 | $113,356 |
| TOYOTA MOTOR CREDIT CORP | $115,123 | $115,504 |
| TYSON FOODS INC | $114,217 | $112,281 |
| US BANCORP | $0 | $0 |
| VMWARE INC | $0 | $0 |
| BP CAPITAL MARKETS PLC | $75,618 | $72,124 |
| TORONTO-DOMINION BANK | $0 | $0 |
| AMERICAN INTL GROUP | $109,550 | $110,700 |
| BANK OF AMERICA CORP | $60,230 | $58,276 |
| ELECTRONIC ARTS INC | $90,270 | $89,122 |
| GENERAL DYNAMICS CORP | $79,451 | $80,505 |
| GOLDMAN SACHS GROUP INC | $60,144 | $57,876 |
| MORGAN STANLEY | $114,863 | $113,837 |
| PORTLAND GENERAL ELECTRIC | $50,823 | $51,110 |
| SEMPRA ENERGY | $107,989 | $108,897 |
| BANK OF MONTREAL | $44,790 | $45,278 |
| SCHLUMBERGER INVESTMENT | $60,328 | $60,464 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER | ||
| ISHARES TR S&P MIDCAP 400 | $5,871,160 | $5,372,330 |
| ISHARES TR S&P 500 INDEX | $28,106,505 | $27,497,401 |
| ISHARES EDGE MSCI MIN VOL | $2,390,888 | $2,357,596 |
| SCHWAB INTERNATIONAL EQUITY | $4,933,054 | $4,128,327 |
| VANGUARD FTSE ALL | $3,773,940 | $3,237,146 |
| VANGUARD FTSE EMER MKT ETF | $4,751,374 | $4,188,451 |
| ISHARES S&P SM CAP 600 INDEX | $1,320,488 | $1,223,483 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,585,894 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,616,212 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt |
|---|---|
| LAND | $0 |
| BUILDINGS | $0 |
| LEASEHOLD IMPROVEMENTS | $0 |
| Other | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Listed At Cost Or FMVListedAtCostOrFMVCd | Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FMV | |||
| FMV | CARLYLE REALTY PARTNERS VII, LP | $434,202 | $598,263 |
| FMV | COMMONFUND CAPITAL INT'L PRIVATE EQUITY | $269,822 | $337,487 |
| FMV | COMMONFUND PRIVATE EQUITY PARTNERS VII | $347,967 | $1,212,876 |
| FMV | COMMONFUND NAT. RES. VII | $310,997 | $496,295 |
| FMV | COMMONFUND NAT RES. VIII | $1,737,343 | $1,945,942 |
| FMV | LANDMARK EQUITY PARTNERS XV | $388,544 | $364,373 |
| FMV | LEGACY VENTURE | $750,923 | $1,149,194 |
| FMV | PARK STREET CAP NAT RES FUND V | $757,731 | $650,804 |
| FMV | SANDERSON INTERNATIONAL VALUE FUND | $7,256,517 | $6,756,147 |
| FMV | WELSH CARSON ANDERSON & STOWE XII | $1,041,705 | $1,733,755 |
| FMV | CANYON VALUE REALIZATION FUND | $1,036,123 | $1,222,449 |
| FMV | ELLIOTT INTERNATIONAL LIMITED | $1,590,909 | $5,303,712 |
| FMV | ETON PARK OVERSEAS FUND | $153,697 | $7,867 |
| FMV | VALINOR CAPITAL PARTNERS OFFSHORE | $1,060,077 | $1,179,792 |
| FMV | GEM REALTY FUND VI, LP | $55,275 | $55,275 |
| FMV | OHA STRATEGIC CREDIT FUND II | $108,782 | $87,571 |
| FMV | WCAS XII-ASTRO LP | $38,019 | $36,521 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | Cost Or Other BasisCostOrOtherBasisAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LAND | $0 | ||
| BUILDINGS | $0 | ||
| LEASEHOLD IMPROVEMENTS | $0 | ||
| EQUIPMENT | $5,192 | $5,192 | $5,192 |
| Other | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT RECEIVABLE | Desc |
| BOY Book Value | $242 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax Differences on Pass-through Entities | Desc |
| Amt | $2,878 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,551 | $1,551 | |
| COMPUTER SUPPLIES | $2,742 | $274 | $2,468 |
| DUES AND MEMBERSHIPS | $3,000 | $300 | $2,700 |
| MISCELLANEOUS | $82 | $5 | $77 |
| OFFICE SUPPLIES | $2,588 | $259 | $2,329 |
| POSTAGE | $46 | $5 | $41 |
| K-1: Charity | $190 | $190 | |
| K-1: Investment Interest Expense | $23,474 | $23,474 | |
| K-1: Other Deductions | $226,133 | $226,133 | |
| K-1: 179 Expense | $191 | $191 | |
| Cell Phone | $1,392 | $139 | $1,253 |
| Entertainment | $1,159 | $1,159 | |
| Storage | $1,590 | $159 | $1,431 |
| Subscriptions | $99 | $10 | $89 |
| Website Renewal | $670 | $670 | |
| Charity | $120 | $120 | |
| K-1: Portfolio 2% Deductions | $8,627 | $8,627 | |
| Other Expenses | $21,730 | $21,730 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Pass-through Income | Desc |
| Revenue And Expenses Per Books | $93,635 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax Differences on Depreciation of Fixed Assets | Desc |
| Amt | $731 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Online Grants Management | $3,250 | $3,250 | |
| Family Office Services | $126,042 | $113,438 | $12,604 |
| Investment Management Fees | $250,274 | $250,274 | |
| Administrative Support | $51,744 | $46,570 | $5,174 |
| Other Professional Fees | $51,285 | $46,156 | $5,128 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX WITHHELD ON FOREIGN DIV | $31,519 | $31,519 |
| INVESTMENT EXCISE TAX | $288,000 | |
| Tax Withheld on K-1 Foreign Income | $21,193 | $21,193 |
| State Taxes Paid | $9,537 |
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