BETA

WURWAND FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WURWAND FOUNDATION (EIN 47-4821139)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202503169349101445
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-12T11:45:33-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Disaster ReliefIR-2025-10DisasterReliefTxt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 SPECTRUM CENTER DRIVE STE 1000AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474821139EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wurwand FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% VALERIE LOPEZInCareOfNm
Business Name ControlWURWBusinessNameControlTxt
Phone8187891179PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116830 Ventura Blvd Suite 501AddressLine1Txt
CityEncinoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRaymond WurwandPersonNm
Person TitlePresidentPersonTitleTxt
Phone3107344346PhoneNum
Signature2025-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIMBERLY M RAVENELLPreparerPersonNm
PTINP00108547PTIN
Phone9492612808PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$74,028,673FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,454,157DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,454,157DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,454,157DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$645,190NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,354,115GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$645,190CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$54OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$54OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$54OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$8,099,401TotalRevAndExpnssAmt
Total Net Invst Incm$3,099,401TotalNetInvstIncmAmt
Total Adj Net Incm$2,454,211TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$169,230CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$169,230CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$4,544PensionEmplBnftRevAndExpnssAmt
Accounting Fees Rev And Expnss$34,618AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$17,309AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$17,309AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$85,784TaxesRevAndExpnssAmt
Taxes Net Invst Incm$85,784TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$18,802TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$558,182OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$219,510OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$325,157OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$871,160TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$322,603TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$511,696TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,485,253ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,485,253ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,356,413TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$322,603TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,996,949TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,742,988ExcessRevenueOverExpensesAmt
Net Investment Income$2,776,798NetInvestmentIncomeAmt
Adjusted Net Income$2,454,211AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$980,976CashBOYAmt
Cash EOY$5,857,416CashEOYAmt
Cash EOYFMV$5,857,416CashEOYFMVAmt
US Government Obligations BOY$13,319,025USGovernmentObligationsBOYAmt
US Government Obligations EOY$13,966,430USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$13,700,387USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$5,510,522CorporateBondsBOYAmt
Corporate Bonds EOY$5,526,782CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,601,266CorporateBondsEOYFMVAmt
Other Investments BOY$43,577,205OtherInvestmentsBOYAmt
Other Investments EOY$42,767,788OtherInvestmentsEOYAmt
Other Investments EOYFMV$48,718,520OtherInvestmentsEOYFMVAmt
Other Assets BOY$138,984OtherAssetsBOYAmt
Other Assets EOY$151,084OtherAssetsEOYAmt
Other Assets EOYFMV$151,084OtherAssetsEOYFMVAmt
Total Assets BOY$63,526,712TotalAssetsBOYAmt
Total Assets EOY$68,269,500TotalAssetsEOYAmt
Total Assets EOYFMV$74,028,673TotalAssetsEOYFMVAmt
Loans From Officers BOY$200LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Total Liabilities BOY$200TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$63,526,512NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$68,269,500NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$63,526,512TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$68,269,500TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$63,526,712TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$68,269,500TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,526,512TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,742,988ExcessRevenueOverExpensesAmt
Subtotal$68,269,500SubtotalAmt
Tot Net Ast Or Fund Balances EOY$68,269,500TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CITY NATIONAL BANK SHORT TERM SALESP$12,071,494$11,774,825$296,669$296,669
CITY NATIONAL BANK LONG TERM SALESP$11,282,621$10,934,100$348,521$348,521
FieldValueIRS element (for citing)
Capital Gain Net Income$645,190CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$38,597InvestmentIncomeExciseTaxAmt
Subtotal$38,597SubtotalAmt
Tax Based On Investment Income$38,597TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$84,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$84,000TotalPaymentsAndCreditsAmt
Overpayment$45,403OverpaymentAmt
Applied To ES Tax$45,403AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1VALERIE LOPEZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2132205814PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11026 MONTANA AVENUEAddressLine1Txt
CitySanta MonicaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Raymond L Wurwand
16830 Ventura Blvd Suite 501EncinoCA91436President1.0$0$0$0
Jane D Wurwand
16830 Ventura Blvd Suite 501EncinoCA91436Secretary5.0$0$0$0
Marsha Olson
1026 Montana AvenueSanta MonicaCA90403Director of Community Part40.0$169,230$4,544$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Blank Space
1026 Montana AvenueSANTA MONICACA90403Consulting Services$40,808
Molly Wurwand
1026 Montana AvenueSANTA MONICACA90403Consulting Services$131,810
Lucy Wurwand
1026 Montana AvenueSANTA MONICACA90403Consulting Services$126,973
Cecilia Martinez Bello
1026 Montana AvenueSANTA MONICACA90403Consulting Services$3,011
Ghost Bird Films
1026 Montana AvenueSANTA MONICACA90403Consulting Services$21,778
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$66,922,702AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,025,142AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$68,947,844TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$68,947,844AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,034,218CashDeemedCharitableAmt
Net Vl Noncharitable Assets$67,913,626NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,395,681MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,395,681MinimumInvestmentReturnAmt
Tax Based On Investment Income$38,597TaxBasedOnInvestmentIncomeAmt
Total Tax$38,597TotalTaxAmt
Distributable Before Adj$3,357,084DistributableBeforeAdjAmt
Distributable Before Ded$3,357,084DistributableBeforeDedAmt
Distributable As Adjusted$3,357,084DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,996,949ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,996,949QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,357,084DistributableAsAdjustedAmt
Undistributed Income PY$2,994,961UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,996,949QualifyingDistributionsAmt
Applied To Year1$2,994,961AppliedToYear1Amt
Applied To Current Year$1,988AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$3,355,096UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRAYMOND L WURWANDContributingManagerNm
Contributing ManagerJANE D WURWANDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Allies in Arts
PO BOX 39875LOS ANGELESCA90039NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
ALMA Backyard Farms
801 E REDONDO BEACHCOMPTONCA90220NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$2,500
Chicano Latino Youth Leadership Project Inc
1130 K St LL80SacramentoCA95814NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
Child Development Institute
18050 Vanowen StResedaCA91335NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
Children's Burn Foundation
5000 Van Nuys Blvd Suite 210Sherman OaksCA91403NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$2,500
CSUN Foundation
18111 Nordhoff StreetNorthridgeCA913308296NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$25,000University Hall
Direct Relief
6100 Wallace Becknell RoadSanta BarbaraCA93117NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$25,000
Entrepreneurship Funders Network
22 Aurora StreetHudsonOH44236NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$2,500
Everychild Foundation
PO Box 1808Pacific PalisadesCA90272NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$6,450
Fractured Atlas
PO Box 55HartsdaleNY10530NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
Hope of the Valley Rescue Mission
16641 Roscoe PlaceNorth HillsCA91343NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$7,500
Inner-City Arts
720 Kohler StreetLos AngelesCA90021NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$2,500
Jewish Center for Justice
11960 Sunset BlvdLos AngelesCA90049NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$85,000
Los Angeles Jewish Home For The Aging
6505 Wilshire Blvd Suite 1200Los AngelesCA90048NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
Loving Hands Children's Home
PO Box 48004Los AngelesCA90048NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$2,000
Multicultural Women Exec Leadership Foundation
5042 Wilsher Blvd 32104Los AngelesCA90036NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$30,000
Our House
1663 Sawtelle Blvd Suite 300Los AngelesCA90025NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$2,500
PFLAG Los Angeles
1760 N Vermont AvenueLos AngelesCA90027NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$500
Pico Union Project
1153 Valencia StLos AngelesCA90015NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
Saban Community Clinic
8405 Beverly BlvdLos AngelesCA90048NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$50,000
Share Our Strength
1030 15th Street NW Suite 1100 WWashingtonDC20005NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$2,500
Skirball Cultural Center
2701 N Sepulveda BlvdLos AngelesCA90049NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$10,000
StartOut Los Angeles
Four Embarcadero Center Suite 1400San FranciscoCA94111NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
The Jewish Federation
6505 Wilshire Blvd 100RBLos AngelesCA90048NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$6,000
The Sam Initiative
221 S Figueroa St 400Los AngelesCA90012NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$6,000
TSC Alliance
8737 Colesville Road 400Silver SpringMD20910NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
UCLA Foundation
10920 Wilshire Blvd Suite 900Los AngelesCA90024NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$25,000
Village for Vets
149 S Barrington Ave 640Los AngelesCA90049NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$5,000
Imagine LA
1418 N Spring St Suite 102Los AngelesCA90012nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$10,000
Anti-Defamation League
605 tHIRD AVENUENEW YORKNY10158nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$25,000
Beit T'Shuvah
8831 Venice BlvdLOS ANGELESCA90034NONEPCTO FURTHER THE AGENDA OF THE ORGANIZATION.$15,000
Santa Barbara Foundation
1111 Chapala Street Suite 200Santa BarbaraCA93101NONEPCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
Brave Trails
PO Box 691300Los AngelesCA90069NONEPCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
First Star Inc
2049 Century Park East 4320Los AngelesCA90067NONEPCTO FURTHER THE AGENDA OF THE ORGANIZATION.$50,000
Holocaust Museum LA
100 The Grove Drlos angelesCA90036nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$2,500
Jewish Big Brothers Big Sisters Los Angeles
6505 WILSHIRE BLVD STE 600Los AngelesCA90048nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
Jewish Community Foundation
6505 Wilshire Blvd Suite 1200Los AngelesCA90048nonePCDonor advised fund to be used to contribute to charitable organizations.$1,200,000
Jewish Family Service of Los Angeles
330 N Fairfax AvenueLos AngelesCA90036nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
MLK Community Health Foundation
2251 west rosecrans avenue suite 18comptonCA90222nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$50,000
Princes Trust USA
45 W 27th Street Floor 11New YorkNY10001nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$100,000
The RightWay Foundation
3650 W Martin Luther King Jr BlvdLos AngelesCA90008nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$100,000
Women's Economic Ventures
21 east canon perdido suite 301Santa BarbaraCA93101nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$120,000
BRENTWOOD COUNTRY CLUB EMPLOYEE SCHOLARSHIP FUND
590 S BURLINGAME AVELos AngelesCA90049nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
Animal Welfare League of Arlington
2650 S Arlington Mill DrArlingtonVA22206nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
California Association for Microenterprise Opport
Two Embarcadero Center 8th FloorSan FranciscoCA94111nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$15,000
Capitol Hill Arts Workshop
545 7th Street SEWashingtonDC20003nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
Las Fotos Project
2210 Cesar E Chavez AvenueLos AngelesCA90033nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$500
Downtown Women's Center
442 S SAN PEDRO STREETLos AngelesCA90013nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$50,000
Fulcrum Arts
145 North Raymond AvenuePasadenaCA91103nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$7,500
Grid110 Inc
360 E 2nd Street 800Los AngelesCA90012nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$100,000
Hillel at the Claremont Colleges
915 W Foothill Blvd Suite C-120ClaremontCA91711nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$25,000
Impact Personal Safety
PO Box 931541Los AngelesCA90093nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
Los Angeles Cleantech Incubator
525 S Hewitt StreetLos AngelesCA90013nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$25,000
Montecito Trails Foundation
PO BOX 5481Santa BarbaraCA93150nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
Santa Barbara Botanic Garden
1212 Mission CanyonSanta BarbaraCA93105nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$2,150
Safe Place for Youth
578 Washington Blvd 398Marina del ReyCA90292nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$5,000
St Joseph Center
204 Hampton DriveVeniceCA90291nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$75,000
Baltimore Animal Rescue and Care Shelter
2490 Giles RoadBaltimoreMD21225nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
The Petey Greene Program
22 Stockton StreetPrincetonNJ08540nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
Santa Barbara Bucket Brigade
PO BOX 50640Santa BarbaraCA93150noneTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000
TMC Community Capital
1611 Telegraph Ave Suite 504OaklandCA94612nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$125,103
UNIVERSITY OF SOUTHERN CALIFORNIA
USC OFFICE OF ADMISSIONLos AngelesCA90089nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$50,0003601 SOUTH FLOWER ROOM 112
Public Health Institute
560 Moreno AveLos AngelesCA90049nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$5,000
Nurse-Family Partnership
1801 California StreetDenverCO80202nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$1,000Suite 2400
St Genevieve High School
1026 Montana AvenueSanta MonicaCA90403nonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$3,050
Plan C
c/o Possibility Labs 1410 FranklinSan FranciscoCA94109NonePCTO FURTHER THE AGENDA OF THE ORGANIZATION.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,485,253TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,454,157ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,454,211ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,454,211TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$34,618Amt
Net Investment Income$17,309NetInvestmentIncomeAmt
Disbursements Charitable Prps$17,309DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE BONDS$5,167,019$5,235,360
OTHER CORPORATE BONDS$359,763$365,906

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$13,966,430USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$13,700,387USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUITY SECURITIESAT COST$33,537,918$40,978,119
MUTUAL FUNDSAT COST$9,229,870$7,740,401

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEARNED INTEREST IN TRANSITDesc
BOY Book Value$138,984BOYBookValueAmt
EOY Book Value$151,084EOYBookValueAmt
EOYFMV$151,084EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$219,510$219,510
MANAGEMENT FEES AND CONSULTING$325,157$325,157
BUSINESS LICENSES & PERMITS$191
DUES AND SUBSCRIPTIONS$686
OFFICE EXPENSE$4,704
MEALS$889
LIABILITY INSURANCE$7,045

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther IncomeDesc
Revenue And Expenses Per Books$54RevenueAndExpensesPerBooksAmt
Net Investment Income$54NetInvestmentIncomeAmt
Adjusted Net Income$54AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$3,408$3,408
FEDERAL TAXES$81,976$81,976
STATE TAXES$400$400

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