THE HEARTHLAND FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE HEARTHLAND FOUNDATION (EIN 95-4016320)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201943159349101369
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T18:26:04-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954621450 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRESLAUER RUTMAN & ANDERSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W OLYMPIC BLVD SUITE 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900641551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954016320 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WUNDERKINDER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BRESLAUER RUTMAN & ANDERSON LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WUND | BusinessNameControlTxt |
| Phone | 3104813513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W OLYMPIC BLVD NO 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900641551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY ANDERSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3104813513 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | L JOSEPH ISKOVIC | PreparerPersonNm |
| PTIN | P00181175 | PTIN |
| Phone | 3104813513 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.127.16.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 16:04:23 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9C6CBAF409CD972083C4A961F2B322852E618D79 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C6CBAF409CD972083C4A961F2B322852E618D79 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $170,899,797 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $72,269,880 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32,329 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,329 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,468,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,468,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,212,924 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,299,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,212,924 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,983,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,714,062 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,800 | 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 | $10,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $951,103 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $116,694 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45,684 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,541 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $190,987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $190,837 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,307,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $236,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,215,143 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,215,143 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,522,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $236,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,215,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,461,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,477,541 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $870,028 | CashBOYAmt |
| Cash EOY | $43,215,042 | CashEOYAmt |
| Cash EOYFMV | $43,215,042 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $85,237 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $851 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $85,237 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $85,237 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $104,139,487 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $33,932,302 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $33,938,460 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,171 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,034,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $93,239,263 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $85,627,058 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,375 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $105,014,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $170,476,015 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $170,899,797 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $105,014,841 | RetainedEarningBOYAmt |
| Retained Earning EOY | $170,476,015 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $105,014,841 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $170,476,015 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,014,841 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $170,476,015 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $105,014,841 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,461,174 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $170,476,015 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $170,476,015 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ARRIS INTERNATIONAL LTD | P | 2018-09-25 | 2018-11-08 | $194,891 | $156,228 | $38,663 | $38,663 |
| CONRING INC | P | 2018-09-25 | 2018-10-23 | $170,209 | $156,516 | $13,693 | $13,693 |
| MICROSEMI CORP | P | 2018-02-09 | 2018-03-02 | $79,468 | $67,709 | $11,759 | $11,759 |
| UNILEVER NV | P | 2018-03-02 | 2018-12-27 | $42,455 | $41,858 | $597 | $597 |
| ANGEL OAK MULTI | P | 2018-03-02 | 2018-09-27 | $500,000 | $502,845 | -$2,845 | -$2,845 |
| EATON VANCE FLOATING | P | 2018-03-02 | 2018-12-27 | $1,000,000 | $1,044,259 | -$44,259 | -$44,259 |
| OSTERWISE STRATEGIC | P | 2018-03-02 | 2018-12-27 | $1,485,930 | $1,567,486 | -$81,556 | -$81,556 |
| BANK OF AMERICA | P | 2018-03-02 | 2018-12-27 | $334,808 | $339,250 | -$4,442 | -$4,442 |
| BANK OF AMERICA | P | 2018-03-27 | 2018-05-15 | $250,000 | $251,250 | -$1,250 | -$1,250 |
| BANK OF AMERICA | P | 2018-04-30 | 2018-07-30 | $200,000 | $201,500 | -$1,500 | -$1,500 |
| JP MORGAN CHASE | P | 2018-04-06 | 2018-10-30 | $184,000 | $184,000 | $0 | $0 |
| JP MORGAN CHASE | P | 2018-08-22 | 2018-11-21 | $274,656 | $277,750 | -$3,094 | -$3,094 |
| MORGAN STANLEY | P | 2018-02-27 | 2018-12-10 | $74,813 | $77,625 | -$2,812 | -$2,812 |
| THE GOLDMAN SACHS | P | 2018-02-21 | 2018-12-13 | $150,000 | $153,563 | -$3,563 | -$3,563 |
| THE GOLDMAN SACHS | P | 2018-04-12 | 2018-12-13 | $41,685 | $43,103 | -$1,418 | -$1,418 |
| THE GOLDMAN SACHS | P | 2018-02-21 | 2018-12-13 | $287,200 | $296,888 | -$9,688 | -$9,688 |
| THE GOLDMAN SACHS | P | 2018-02-21 | 2018-12-13 | $474,700 | $486,875 | -$12,175 | -$12,175 |
| BERKSHIRE HATHAWAY | P | 2016-12-29 | 2018-12-27 | $184,472 | $155,391 | $29,081 | $29,081 |
| BROWN FORMAN CORP | P | 2014-06-23 | 2018-12-27 | $225,493 | $183,288 | $42,205 | $42,205 |
| BROWN FORMAN CORP | P | 2014-06-24 | 2018-12-27 | $56,680 | $45,822 | $10,858 | $10,858 |
| COMPAGNIE FINAN RI | P | 2018-12-27 | $25,013 | $24,650 | $363 | $363 | |
| DIAGEO PLC | P | 2018-12-27 | $311,518 | $265,346 | $46,172 | $46,172 | |
| HEINEKEN HLDG NV | P | 2018-12-27 | $836,911 | $653,407 | $183,504 | $183,504 | |
| MASTERCARD INC | P | 2018-12-27 | $1,542,996 | $879,943 | $663,053 | $663,053 | |
| NESTLE SA | P | 2018-12-27 | $1,131,331 | $1,093,797 | $37,534 | $37,534 | |
| PERNOD-RICARD | P | 2018-12-27 | $944,116 | $694,220 | $249,896 | $249,896 | |
| SWATCH GROUP AG | P | 2016-09-20 | 2018-12-28 | $1,424 | $1,375 | $49 | $49 |
| UNILEVER NV | P | 2018-12-27 | $715,471 | $547,490 | $167,981 | $167,981 | |
| WELLS FARGO BANK | P | 2013-11-22 | 2018-12-27 | $3,308 | $3,322 | -$14 | -$14 |
| BERKSHIRE HATHAWAY | P | 2016-12-29 | 2018-12-27 | $1,176,816 | $980,889 | $195,927 | $195,927 |
| JUDAICA BOOK LIBRARY | P | 2018-02-08 | $5,000 | $4,375 | $625 | $625 | |
| US TREASURY BILLS | P | $90,704,206 | $90,704,206 | $0 | $0 | ||
| CAPITAL GAINS DIVIDENDS | P | $689,580 | $689,580 | $689,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,212,924 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,190,251 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $116,190,953 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079096 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,878,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,646,138 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.333183 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,705,944 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,824,404 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.436457 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,554,246 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,508,422 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 6.333934 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,823,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,341,939 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.545641 | DistributionYr5Rt |
| Total Distribution | 10.728311 | TotalDistributionRt |
| Average Distribution | 2.145662 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $110,587,890 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $237,284,233 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $44,775 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $237,329,008 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,215,143 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $89,551 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $89,551 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $89,551 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88,883 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $138,883 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $49,332 | OverpaymentAmt |
| Applied To ES Tax | $49,332 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRESLAUER RUTMAN ANDERSON LLC | IndividualWithBooksNm |
| Phone | 3104813513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W OLYMPIC BLVDSUITE 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900641551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| GERALD BRESLAUER | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | PRESIDENT,DIRECTOR | 0.50 | $0 | $0 | $0 |
| MICHAEL RUTMAN | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | CFO,DIRECTOR | 0.50 | $0 | $0 | $0 |
| TAMMY ANDERSON | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | SECRETARY,DIRECTOR | 0.50 | $0 | $0 | $0 |
| KRISTIE MACOSKO KRIEGER | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GONRINGSPAHN & ASSOCIATES INC | |||||
| PO BOX 66280 | LOS ANGELES | CA | 90066 | GRANT ADMINISTRATION & CONSULTING | $706,150 |
| FUNDAMENTAL PHILANTHROPY INC | |||||
| 400 S BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | GRANT ADMINISTRATION & CONSULTING | $217,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $103,765,498 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,421,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $85,237 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,271,970 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $112,271,970 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,684,080 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,587,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,529,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,529,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $89,551 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $89,551 | TotalTaxAmt |
| Distributable Before Adj | $5,439,844 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,439,844 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,439,844 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,215,143 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,215,143 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,215,143 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,439,844 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,809,310 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,516,003 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,831,670 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,587,235 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,404,182 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,148,400 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,215,143 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,439,844 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,775,299 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,923,699 | 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 | $1,809,310 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,114,389 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,516,003 | ExcessFromYear4Amt |
| Excess From Year3 | $9,831,670 | ExcessFromYear3Amt |
| Excess From Year2 | $7,587,235 | ExcessFromYear2Amt |
| Excess From Year1 | $3,404,182 | ExcessFromYear1Amt |
| Excess From Current Year | $4,775,299 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY OF AMERICAN POETS INC | ||||||||
| 75 MAIDEN LANE SUITE 901 | NEW YORK | NY | 10038 | NONE | 501C3 | ARTS | $10,000 | |
| ACADEMY OF SCIENCE FICTIONFANTASY & HORROR FILMS | ||||||||
| 334 WEST 54TH STREET | LOS ANGELES | CA | 90037 | NONE | 501C3 | ENTERTAINMENT INDUSTRY | $8,000 | |
| ACLU FOUNDATION OF SOUTHERN CALIFORNIA | ||||||||
| 1313 WEST 54TH STREET | LOS ANGELES | CA | 90037 | NONE | 501C3 | CIVIC/COMMUNITY | $50,000 | |
| ALLIANCE FOR YOUNG ARTISTS AND WRITERS INC | ||||||||
| 557 BROADWAY | NEW YORK | NY | 10012 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $25,000 | |
| ALS THERAPY DEVELOPMENT FOUNDATION INC | ||||||||
| 300 TECHNOLOGY SQUARE SUITE 400 | CAMBRIDGE | MA | 02139 | NONE | 501C3 | MEDICAL RESEARCH | $1,076 | |
| AMERICAN CINEMATEQUE | ||||||||
| 6712 HOLLYWOOD BLVD | HOLLYWOOD | CA | 90028 | NONE | 501C3 | ENTERTAINMENT INDUSTRY | $10,000 | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 816 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90017 | NONE | 501C3 | HEALTH | $10,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| CENTRAL PARK WEST AT 79TH ST | NEW YORK | NY | 10024 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $25,000 | |
| ANDREW MCDONOUGH B FOUNDATION | ||||||||
| 101 ROCKLAND CIRCLE | WILMINGTON | DE | 19803 | NONE | 501C3 | HEALTH | $1,000 | |
| ART OF ELYSIUM | ||||||||
| 3278 WILSHIRE BLVD PENTHOUSE | LOS ANGELES | CA | 90010 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $5,000 | |
| BABY2BABY | ||||||||
| 6435 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | 501C3 | YOUTH DEVELOPMENT | $10,000 | |
| BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE | ||||||||
| 330 7TH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | NONE | 501C3 | PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS | $3,600 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 800 S FIGUEROA ST STE 620 | LOS ANGELES | CA | 90017 | NONE | 501C3 | YOUTH DEVELOPMENT | $50,000 | |
| BOYS AND GIRLS CLUB OF SANTA MONICA INC | ||||||||
| 1220 LINCOLN BLVD | SANTA MONICA | CA | 90401 | NONE | 501C3 | YOUTH DEVELOPMENT | $50,000 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | NONE | 501C3 | CIVIC/COMMUNITY | $25,000 | |
| BRENTWOOD SCHOOL | ||||||||
| 12001 SUNSET BOULEVARD | LOS ANGELES | CA | 90049 | NONE | 501C3 | EDUCATIONAL | $15,000 | |
| BRIGHT PROSPECT | ||||||||
| 1460E HOLT AVE SUITE 74 | POMONA | CA | 91767 | NONE | 501C3 | EDUCATIONAL | $25,000 | |
| BROWN UNIVERSITY OF PROVIDENCE | ||||||||
| ONE PROSPECT STREET CAMPBOX 1860 | PROVIDENCE | RI | 02912 | NONE | 501C3 | EDUCATIONAL | $12,000 | |
| CASA OF LOS ANGELES | ||||||||
| 201 CENTRE PLAZA DRIVE SUITE 1100 | MONTEREY PARK | CA | 91754 | NONE | 501C3 | CHILDREN/YOUTH | $25,000 | |
| CEDARS SINAI BSTREISAND WOMEN'S HEART CENTER | ||||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | 501C3 | MEDICAL RESEARCH | $200,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | 501C3 | WOMEN | $50,000 | |
| CHIDREN'S DIABETES FOUNDATION | ||||||||
| 777 GRANT STREET SUITE 302 | DENVER | CO | 80203 | NONE | 501C3 | DISEASES, DISORDERS & MEDICAL DISCIPLINES | $25,000 | |
| CHIDREN'S SERVICE SOCIETY OF UTAH | ||||||||
| 655 EAST 4500 SOUTH 200 | SALT LAKE CITY | UT | 84107 | NONE | 501C3 | CHILDREN AND YOUTH SERVICES | $10,000 | |
| CITY YEAR LOS ANGELES | ||||||||
| 606 SOUTH OLIVE STREET 2ND FLOOR | LOS ANGELES | CA | 90014 | NONE | 501C3 | EDUCATIONAL | $200,000 | |
| COALITION FOR ENGAGED EDUCATIONNEW VISIONS FOUNDATION | ||||||||
| 3131 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | NONE | 501C3 | EDUCATIONAL | $50,000 | |
| COMMON SENSE MEDIA | ||||||||
| 1100 GLENDON AVE 17TH FLOOR | LOS ANGELES | CA | 90024 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $10,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 NORTH ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | NONE | 501C3 | COMMUNITY IMPROVEMENT & CAPACITY BUILDING | $75,000 | |
| DAMASCUS CITIZENS FOR SUSTAINABILITY | ||||||||
| PO BOX 147 | MILANVILLE | PA | 18443 | NONE | 501C3 | ENVIRONMENT | $10,000 | |
| DEER HILL FOUNDATION | ||||||||
| PO BOX 180 | MANCOS | CO | 81328 | NONE | 501C3 | EDUCATIONAL | $10,000 | |
| DELAWARE RIVERKEEPER NETWORK | ||||||||
| 925 CANAL ST 7TH FLOOR - SUITE 3701 | BRISTOL | PA | 19007 | NONE | 501C3 | NATURAL RESOURCE CONSERVATION AND PROTECTION | $15,000 | |
| E TOWN | ||||||||
| 1535 SPRUCE STREET | BOULDER | CO | 80302 | NONE | 501C3 | ARTS | $10,000 | |
| EDUCATIONAL THEATRE ASSOCIATION FOUNDATION | ||||||||
| 4805 MONTGOMERY ROAD SUITE 400 | CINCINNATI | OH | 45212 | NONE | 501C3 | ARTS EDUCATION | $50,000 | |
| ELEANOR WHITMORE EARLY CHILDHOOD CENTER INC | ||||||||
| POBOX 63 | EAST HAMPTON | NY | 11937 | NONE | 501C3 | HEALTH | $10,000 | |
| ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION | ||||||||
| 16130 VENTURA BLVD SUITE 250 | ENCINO | CA | 91436 | NONE | 501C3 | HEALTH | $100,000 | |
| ELLA BAKER CENTER FOR HUMAN RIGHTS | ||||||||
| 1970 BROADWAY SUITE 1125 | OAKLAND | CA | 94612 | NONE | 501C3 | CIVIC/COMMUNITY | $25,000 | |
| ELLEN P HERMANSON FOUNDATION | ||||||||
| 200 WEST END AVENUE SUITE 12G | NEW YORK | NY | 10023 | NONE | 501C3 | HEALTH | $10,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | 501C3 | CIVIC/COMMUNITY | $275,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10017 | NONE | 501C3 | CHILDREN/YOUTH | $100,000 | |
| FEMINIST MAJORITY FOUNDATION | ||||||||
| 433 SOUTH BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | NONE | 501C3 | WOMEN | $35,000 | |
| FESTIVAL OF NEW AMERICAN MUSICAL | ||||||||
| 8896 CARSON STREET | CULVER CITY | CA | 90232 | NONE | 501C3 | ARTS | $10,000 | |
| FIRST CORINTHIAN BAPTIST CHURCH INC | ||||||||
| 1912 ACLAYTON POWELL JR BLVD | NEW YORK | NY | 10026 | NONE | 501C3 | CIVIC/COMMUNITY | $60,000 | |
| FRIENDS OF GEORGICA POND FOUNDATION INC | ||||||||
| POBOX 1393 | WAINSCOTT | NY | 11975 | NONE | 501C3 | CHILDREN/YOUTH | $25,000 | |
| FRIENDS OF THE BRENTWOOD ARTS CENTER | ||||||||
| 13031 MONTANA AVENUE | LOS ANGELES | CA | 90049 | NONE | 501C3 | ARTS | $25,000 | |
| GEFFEN PLAYHOUSE INC | ||||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | NONE | 501C3 | ARTS | $110,000 | |
| GET LIT-WORDS IGNITE & COALITION FOR ENGAGED EDUCATION | ||||||||
| 672 SOUTH LAFAYETTE PARK PLACE | LOS ANGELES | CA | 90057 | NONE | 501C3 | ARTS | $100,000 | |
| GLSEN INC | ||||||||
| 110 WILLIAM STREET 30TH FLOOR | NEW YORK | NY | 10038 | NONE | 501C3 | LGBT | $25,000 | |
| GUILD HALL OF EAST HAMPTON | ||||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | 501C3 | ARTS | $20,000 | |
| HARWARD-WESTLAKE SCHOOL | ||||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | NONE | 501C3 | EDUCATIONAL | $3,000 | |
| HUMAN RIGHTS WATCH INC | ||||||||
| 350 FIFTH AVE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | 501C3 | SOCIAL WELFARE | $250,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | NONE | 501C3 | EDUCATION | $25,000 | |
| IKAR | ||||||||
| 1737 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | NONE | 501C3 | RELIGION-RELATED | $100,000 | |
| INTERNATIONAL REFUGEE ASST PROJECT DBA URBAN JUSTICE CENTER | ||||||||
| 40 RECTOR ST 9TH FLOOR | NEW YORK | NY | 10006 | NONE | 501C3 | HUMANITARIAN AID | $50,000 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| 1875 CENTURY PARK EAST STE 200 | LOS ANGELES | CA | 90067 | NONE | 501C3 | SOCIAL WELFARE | $21,333 | |
| LOS ANGELES POLICE FOUNDATION | ||||||||
| 633 WEST 5TH STREET SUITE 960 | LOS ANGELES | CA | 90071 | NONE | 501C3 | EDUCATIONAL | $5,000 | |
| MF PLACE INC | ||||||||
| 5850 HOLLYWOOD BLVD | LOS ANGELES | CA | 90028 | NONE | 501C3 | HOMELESSNESS | $50,000 | |
| MACDOWELL COLONY INC | ||||||||
| 100 HIGH STREET | PETERBOROUGH | NH | 03458 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $20,000 | |
| MOTION PICTURE AND TELEVISION FUND | ||||||||
| 23388 MULHOLLAND DR M/S 220 | WOODLAND HILLS | CA | 91364 | NONE | 501C3 | HUMAN SERVICES | $100,000 | |
| MUSEUM ASSOCIATES | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $10,000 | |
| NATIONAL COLLEGE ADVISING CORPS | ||||||||
| 301 WEST BARBEE CHAPEL ROAD | CHAPELL HILL | NC | 27517 | NONE | 501C3 | EDUCATIONAL | $50,000 | |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | 501C3 | JEWISH | $100,000 | |
| NATIONAL PUBLIC RADIO INC | ||||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | NONE | 501C3 | ARTS | $25,000 | |
| NATIONAL WOMEN'S LAW CENTER | ||||||||
| 11 DUPONT CIRLCE NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | 501C3 | WOMEN | $666,668 | |
| NATURE CONSERVANCY | ||||||||
| PO BOX 5125 | EAST HAMPTON | NY | 11937 | NONE | 501C3 | ENVIRONMENT | $5,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | 501C3 | ENVIRONMENT | $960,000 | |
| NEW YORK ACADEMY OF ART | ||||||||
| 111 FRANKLIN STREET | NEW YORK | NY | 10013 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $25,000 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $5,000 | |
| NEW YORK SHAKESPEARE FESTIVAL | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | 501C3 | ARTS | $50,000 | |
| ONE HEART WORLD-WIDE | ||||||||
| 1818 PACHECO STREET | SAN FRANCISCO | CA | 94116 | NONE | 501C3 | INTERNATIONAL, FOREIGN AFFAIRS & NATIONAL SECURITY | $10,000 | |
| ORAL CANCER FOUNDATION | ||||||||
| 3419 VIA LIDO 205 | NEWPORT BEACH | CA | 92663 | NONE | 501C3 | DESEASES, DISORDERS & MEDICAL DISCIPLINES | $10,000 | |
| P S ARTS | ||||||||
| 1728 ABBOT KINNEY BOULEVARD SUITE | VENICE | CA | 90291 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $25,000 | 101 |
| PARA LOS NINOS | ||||||||
| 500 LUCAS AVENUE | LOS ANGELES | CA | 90017 | NONE | 501C3 | CHILDREN/YOUTH | $100,000 | |
| PECONIC LAND TRUST INCORPORATED | ||||||||
| 296 HAMPTON RD PO BOX 1776 | SOUTHAMPTON | NY | 11969 | NONE | 501C3 | ENVIRONMENT | $50,000 | |
| PINE RIDGE GIRLS SCHOOL INC | ||||||||
| 16531 AKRON STREET | PACIFIC PALISADES | CA | 90272 | NONE | 501C3 | EDUCATIONAL | $81,000 | |
| PLANNED PARENTHOOD HUDSON PECONIC INC | ||||||||
| 4 SKYLINE DRIVE | HAWTHORNE | NY | 10532 | NONE | 501C3 | WOMEN | $5,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | 501C3 | WOMEN | $50,000 | |
| POLARIS PROJECT | ||||||||
| PO BOX 53315 | WASHINGTON | DC | 20009 | NONE | 501C3 | HUMANITARIAN AID | $100,000 | |
| PRO PUBLICA INC | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | NONE | 501C3 | ARTS,CULTURE & HUMANITIES | $75,000 | FLOOR |
| PUBLIC COUNSEL | ||||||||
| 610 SOUTH ARDMORE AVENUE | LOS ANGELES | CA | 90005 | NONE | 501C3 | CRIME & LEGAL-RELATED | $75,000 | |
| RIGHTEOUS PERSONS FOUNDATION | ||||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | NONE | 501C3 | SOCIAL WELFARE | $3,172,466 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| PO BOX 3489 | NEWTON | CT | 06470 | NONE | 501C3 | CIVIC/COMMUNITY | $50,000 | |
| SAVE THE CHILDREN FOUNDATION INC | ||||||||
| 501 KINGS HWY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | 501C3 | HUMANITARIAN AID | $80,500 | |
| SCREEN ACTORS GUILD - AMERICAN | ||||||||
| 5757 WILSHIRE BLVD SUITE 124 | LOS ANGELES | CA | 90036 | NONE | 501C3 | ENTERTAINMENT INDUSTRY | $20,000 | |
| SHARE OUR STRENGTH INC DBA NO KID HUNGRY | ||||||||
| 1030 15TH STREET SUITE 1100 W | WASHINGTON | DC | 20005 | NONE | 501C3 | CIVIC/COMMUNITY | $7,500 | |
| SOUTHAMPTON HOSPITAL FOUNDATION INC | ||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | 501C3 | HEALTH | $10,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 403 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | 501C3 | CIVIC/COMMUNITY | $25,000 | |
| STRIVE FOUNDATION | ||||||||
| 9124 S MAIN STREET | LOS ANGELES | CA | 90003 | NONE | 501C3 | YOUTH DEVELOPMENT | $25,000 | |
| TAKING THE REINS | ||||||||
| 3919 1/2 RIGALI AVENUE | LOS ANGELES | CA | 90039 | NONE | 501C3 | CHILDREN/YOUTH | $25,000 | |
| THE AMERICAN IRELAND FUND | ||||||||
| 10 POST OFFICE SQUARE SUITE 1205 | BOSTON | MA | 02109 | NONE | 501C3 | COMMUNITY IMPROVEMENT & CAPACITY BUILDING | $5,000 | |
| THE BARACK OBAMA FOUNDATION | ||||||||
| PO BOX 15400 | CHICAGO | IL | 60615 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $25,000 | |
| THE CHRYSALIS CENTER | ||||||||
| 1853 LINCOLN BOULEVARD | SANTA MONICA | CA | 90404 | NONE | 501C3 | HUMAN SERVICES | $31,000 | |
| THE JULLIARD SCHOOL | ||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501C3 | ARTS | $100,000 | |
| THE EDIBLE SCHOOLYARD PROJECT | ||||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | NONE | 501C3 | EDUCATION | $25,000 | |
| THE FRANKLIN AND ELEANOR ROOSEVELT INSTITUTE | ||||||||
| 570 LEXINGTON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | NONE | 501C3 | EDUCATION | $30,000 | |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX | ||||||||
| 445 FIFTH AVENUE FLOOR 4 | NEW YORK | NY | 10016 | NONE | 501C3 | EDUCATION | $25,000 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 90403 | NONE | 501C3 | PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS | $25,000 | |
| THE SHAKESPEARE CENTER OF LOS ANGELES INC | ||||||||
| 1238 W 1ST ST | LOS ANGELES | CA | 90026 | NONE | 501C3 | ARTS,CULTURE & HUMANITIES | $50,000 | |
| TIDES CENTER | ||||||||
| 11849 W OLYMPIC BLVD STE 101 | LOS ANGELES | CA | 90064 | NONE | 501C3 | CHILDREN/YOUTH | $25,000 | |
| TREE ACADEMY | ||||||||
| 5555 W OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | 501C3 | EDUCATIONAL | $56,000 | |
| UCLA FOUNDATIONUCLA MATTEL CHILDREN'S HOSPITAL | ||||||||
| 650 CH YOUNG DR SOUTHSUITE 12-260 | LOS ANGELES | CA | 90095 | NONE | 501C3 | HEALTH | $12,500 | |
| UNITED WAY OF NORTHERN CALIFORNIA | ||||||||
| 2280 BENTON DRIVE BUILDING B | REDDING | CA | 96003 | NONE | 501C3 | PHILATHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS | $20,000 | |
| UNITED WE DREAM NETWORK INC | ||||||||
| 1900 L STREET NW 900 | WASHINGTON | DC | 20036 | NONE | 501C3 | CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY | $75,000 | |
| USC SCHOOL OF CINEMATIC ARTS | ||||||||
| 900 WEST 34TH STREET ROOM 465 | LOS ANGELES | CA | 90089 | NONE | 501C3 | ARTS | $500,000 | |
| VERA INSTITUTE OF JUSTICE | ||||||||
| 233 BROADWAY 12TH FLOOR | NEW YORK | NY | 10279 | NONE | 501C3 | CIVIC/COMMUNITY | $25,000 | |
| VICTOR D'AMICO INSITITUTE OF ART | ||||||||
| NAPEAGUE MEADOW RD | AMAGANSETT | NY | 11930 | NONE | 501C3 | ARTS, CULTURE & HUMANITIES | $5,000 | |
| VIP COMMUNITY MENTAL HEALTH CENTER INC | ||||||||
| 1721 GRIFFIN AVENUE SUITE 219 | LOS ANGELES | CA | 90031 | NONE | 501C3 | CHILDREN/YOUTH | $17,500 | |
| VOTEORG | ||||||||
| 1270 GROVE STREET 301 | SAN FRANCISCO | CA | 94117 | NONE | 501C3 | CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY | $380,000 | |
| VOTO LATINO INC | ||||||||
| 455 MASSACHUSETTS AVENUE NW 6TH | WASHINGTON | DC | 20001 | NONE | 501C3 | CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY | $200,000 | FLOOR |
| WESTSIDE CHILDREN'S CENTER INC | ||||||||
| 5721 WEST SLAUSON AVENUE STE 120 | CULVER CITY | CA | 90230 | NONE | 501C3 | CHILDREN/YOUTH | $25,000 | |
| WELLNESS FOUNDATION | ||||||||
| 65 DUNEMERE LANE | EAST HAMPTON | NY | 11937 | NONE | 501C3 | HEALTH | $10,000 | |
| YOUNG STORYTELLERS FOUNDATION | ||||||||
| 923 E 3RD STREET 307 | LOS ANGELES | CA | 90013 | NONE | 501C3 | YOUTH DEVELOPMENT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,215,143 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION INC | |||||||
| 816 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90017 | NONE | 501C3 | HEALTH | $20,000 |
| BRIGHT PROSPECT | |||||||
| 1460E HOLT AVE SUITE 74 | POMONA | CA | 90767 | NONE | 501C3 | EDUCATIONAL | $25,000 |
| CITY YEAR LOS ANGELES | |||||||
| 606 SOUTH OLIVE STREET 2ND FLOOR | LOS ANGELES | CA | 90014 | NONE | 501C3 | EDUCATIONAL | $200,000 |
| COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN | |||||||
| 1625 MASSACHUSETTS AVE NW SUITE 520 | WASHINGTON | DC | 20036 | NONE | 501C3 | CHILDREN/YOUTH | $25,000 |
| DEER HILL FOUDNATION | |||||||
| PO BOX 180 | MANCOS | CO | 81328 | NONE | 501C3 | EDUCATIONAL | $20,000 |
| ELEANOR WHITMORE EARLY CHILDHOOD CENTER INC | |||||||
| POBOX 63 | EAST HAMPTON | NY | 11937 | NONE | 501C3 | HEALTH | $10,000 |
| ELLEN P HERMANSON FOUNDATION | |||||||
| 200 WEST END AVENUE SUITE 12G | NEW YORK | NY | 10023 | NONE | 501C3 | HEALTH | $20,000 |
| FRIENDS OF GEORGICA POND FOUNDATION INC | |||||||
| PO BOX 1393 | WAINSCOTT | NY | 11975 | NONE | 501C3 | CHILDREN/YOUTH | $25,000 |
| GEFFEN PLAYHOUSE INC | |||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | NONE | 501C3 | ARTS | $500,000 |
| GET LIT-WORDS IGNITE & COALITION FOR ENGAGED EDUCATION | |||||||
| 672 SOUTH LAFAYETTE PARK PLACE | LOS ANGELES | CA | 90057 | NONE | 501C3 | ARTS | $100,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 FIFTH AVE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | 501C3 | SOCIAL WELFARE | $500,000 |
| NATIONAL COLLEGE ADVISING CORPS | |||||||
| 301 WEST BARBEE CHAPEL ROAD | CHAPELL HILL | NC | 27517 | NONE | 501C3 | EDUCATIONAL | $50,000 |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | 501C3 | JEWISH | $100,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | NONE | 501C3 | ARTS | $50,000 |
| PLANNED PARENTHOOD HUDSON PECONIC INC | |||||||
| 4 SKYLINE DRIVE | HAWTHORNE | NY | 10532 | NONE | 501C3 | WOMEN | $15,000 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | 501C3 | WOMEN | $50,000 |
| THE RIGHTEOUS PERSONS FOUNDATION | |||||||
| 11400 W OLYMPIC BLVD STE 550 | LOS ANGELES | CA | 90064 | NONE | 501C3 | SOCIAL WELFARE | $600,000 |
| WELLENSS FOUNDATION | |||||||
| 65 DUNEMERE LANE | EAST HAMPTON | NY | 11937 | NONE | 501C3 | HEALTH | $10,000 |
| NATIONAL WOMEN'S LAW CENTER | |||||||
| 11 DUPONT CIRLCE NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | 501C3 | WOMEN | $1,333,332 |
| EPWORTH CHILDREN & FAMILY SERVICES | |||||||
| 110 N ELM AVENUE | ST LOUIS | MO | 63119 | NONE | 501C3 | HUMAN SERVICES | $50,000 |
| LARKIN STREET YOUTH SERVICE | |||||||
| 134 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | NONE | 501C3 | HOMELESSNESS | $50,000 |
| MOUNTAIN PLAINS YOUTH WORKS | |||||||
| 217 W ROSSER AVENUE | BISMARCK | ND | 58501 | NONE | 501C3 | HUMAN SERVICES | $50,000 |
| THE DOOR - A CENTER OF ALTERNATIVES INC | |||||||
| 121 6TH AVENUE | NEW YORK | NY | 10013 | NONE | 501C3 | YOUTH DEVELOPMENT | $50,000 |
| THE LINK | |||||||
| 1210 GLENWOOD AVENUE | MINNEAPOLIS | MN | 55405 | NONE | 501C3 | HUMAN SERVICES | $50,000 |
| THE NIGHT MINISTRY | |||||||
| 4711 N RAVENSWOOD AVENUE | CHICAGO | IL | 60640 | NONE | 501C3 | HUMAN SERVICES | $50,000 |
| WEST END RESIDENCES HDFX INC | |||||||
| 475 RIVERSIDE DRIVE SUITE 740 | NEW YORK | NY | 10115 | NONE | 501C3 | HOMELESSNESS | $50,000 |
| M F PLACE INC | |||||||
| 5850 HOLLYWOOD BLVD | LOS ANGELES | CA | 90028 | NONE | 501C3 | HOMELESSNESS | $50,000 |
| STRIVE FOUNDATION | |||||||
| 9124 S MAIN STREET | LOS ANGELES | CA | 90003 | NONE | 501C3 | YOUTH DEVELOPMENT | $25,000 |
| EDIBLE SCHOOL YARD PROJECT | |||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94706 | NONE | 501C3 | EDUCATION | $25,000 |
| BOYS AND GIRLS CLUB OF SANTA MONICA INC | |||||||
| 1220 LINCOLN BLVD | SANTA MONICA | CA | 90401 | NONE | 501C3 | YOUTH DEVELOPMENT | $50,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 800 S FIGUEROA STREET SUITE 620 | LOS ANGELES | CA | 90017 | NONE | 501C3 | YOUTH DEVELOPMENT | $100,000 |
| FEMINIST MAJORITY FOUNDATION | |||||||
| 433 SOUTH BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | NONE | 501C3 | WOMEN | $10,000 |
| CENTER FOR FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | 501C3 | CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY | $50,000 |
| YOUNG STORYTELLERS FOUNDATION | |||||||
| 923 E 3RD STREET 307 | LOS ANGELES | CA | 90013 | NONE | 501C3 | YOUTH DEVELOPMENT | $25,000 |
| TAKING THE REINS | |||||||
| 3919 1/2 RIGALI AVENUE | LOS ANGELES | CA | 90039 | NONE | 501C3 | HUMAN SERVICES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,363,332 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,329 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,468,809 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,212,924 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,714,062 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,714,062 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (16 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| AMBLIN ENTERTAINMENT INC | |||||||
| 1 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $166,046 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 2 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $66,528,966 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 3 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $4,072 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 4 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $183,288 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 5 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $45,822 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 6 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $980,889 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 7 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $155,391 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 8 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $24,650 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 9 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $265,346 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 10 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $653,407 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 11 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $879,943 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 12 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $1,093,796 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 13 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $694,220 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 14 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $1,375 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 15 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $589,347 | Yes (X) | |
| STEVEN AND KATE C SPIELBERG | |||||||
| 16 | 11400 W OLYMPIC BLVD SUITE 550 | LOS ANGELES | CA | 90064 | $3,322 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | AETHER, INC. 407,157.303 SHARES COMMON STOCK | $4,072 | 2018-05-02 |
| 4 | BROWN FORMAN CORP - 4,900 SHARES COMMON STOCK CLASS A | $226,135 | 2018-12-26 |
| 5 | BROWN FORMAN CORP - 1,225 SHARES COMMON STOCK CLASS B | $56,338 | 2018-12-26 |
| 6 | BERKSHIRE HATHAWAY 4 SHARES COMMON STOCK CLASS A | $1,152,312 | 2018-12-26 |
| 7 | BERKSHIRE HATHAWAY 950 SHARES COMMON STOCK CLASS B | $182,419 | 2018-12-26 |
| 8 | COMPAGNIE FINANCIERE RICHEMONT 410 SHARES COMMON STOCK | $25,514 | 2018-12-26 |
| 9 | DIAGEO PLC 8,950 SHARES COMMON STOCK | $312,176 | 2018-12-26 |
| 10 | HEINEKEN HOLDING 10,230 SHARES COMMON STOCK | $842,441 | 2018-12-26 |
| 11 | MASTERCARD, INC. - 8,430 SHARES COMMON STOCK | $1,527,938 | 2018-12-26 |
| 12 | NESTLE - 14,335 SHARES COMMON STOCK | $1,151,244 | 2018-12-26 |
| 13 | PERNOD RICARD - 5,945 SHARES COMMON STOCK | $951,081 | 2018-12-26 |
| 14 | SWATCH GROUP AG - 5 SHARES COMMON STOCK | $1,409 | 2018-12-26 |
| 15 | UNILEVER - 14,280 SHARES COMMON STOCK | $754,598 | 2018-12-26 |
| 16 | WELLS FARGO BANK - 75 SHARES COMMON STOCK | $3,323 | 2018-12-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDITING FEES | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,171 | EOYBookValueAmt |
| EOYFMV | $8,034,000 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $33,932,302 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $33,938,460 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED FUNDS | AT COST | $77,242,487 | $70,035,320 |
| PARTNERSHIPS | AT COST | $15,996,776 | $15,591,738 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Legal Fees | $25,800 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JUDAICA LIBRARY | Desc |
| BOY Book Value | $4,375 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $190,837 | $190,837 | $0 | $0 |
| ANNUAL REGISTRATION FEE | $150 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $951,103 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CALIFORNIA FILING FEE | $10 | $0 | $0 | $0 |
| FEDERAL EXCISE TAX | $71,000 | $0 | $0 | $0 |
| FOREIGN TAX | $45,684 | $45,684 | $0 | $0 |