FLORA L THORNTON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FLORA L THORNTON FOUNDATION (EIN 95-3855595)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-10-08
- IRS object ID
- 201912819349101111
- Schema version
- 2017v2.3
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-08T18:40:18-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954184303 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLDWELL SCLAFANI & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3239 NORTH VERDUGO ROAD | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 912081633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953855595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORA L THORNTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 3234604748 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1918 TAMARIND AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD GALAFARO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2136297819 | PhoneNum |
| Signature | 2019-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS SCLAFANI | PreparerPersonNm |
| PTIN | P00021890 | PTIN |
| Phone | 8182492085 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.93.36.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-05 | IPDt |
| IP Tm | 18:46:32 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DC1B9D595BD591CD768BBF56F0EEE289A88665BF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C2715FE70939F0B96177B41683B3FC7E799BEEA5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,734,620 | 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 | $1,334,817 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $527,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $527,525 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,042,542 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,948,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,042,542 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33,642 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33,642 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,938,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,603,709 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $87,010 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,272 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $74,738 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,053 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $277,965 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $237,715 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $144,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,615 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,077 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,431 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,431 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,932 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $558,540 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $257,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $139,496 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,233,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,233,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,792,340 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $257,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,373,296 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $146,186 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,346,107 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $437,311 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $273,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $273,296 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,371,391 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,946,627 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,898,144 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,092,415 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,251,809 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,264,733 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,096,622 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,460,813 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,441,697 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,672,882 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,349,969 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,856,750 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $36,670,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,282,514 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,734,620 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,171 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,171 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,236,839 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,236,839 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $32,433,782 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,042,504 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,670,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,279,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,670,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,282,514 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,670,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $146,186 | ExcessRevenueOverExpensesAmt |
| Other Increases | $462,536 | OtherIncreasesAmt |
| Subtotal | $37,279,343 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,279,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY A/C-1001 NSTCG DETAIL PROVIDED UPON REQUEST | P | 2018-11-30 | $348,611 | $348,627 | -$16 | -$16 |
| MORGAN STANLEY A/C-1001 NLTCG DETAIL PROVIDED UPON REQUEST | P | 2018-11-30 | $139,908 | $71,672 | $68,236 | $68,236 |
| MORGAN STANLEY A/C-0574 NSTCG DETAIL PROVIDED UPON REQUEST | P | 2018-11-30 | $38,879 | $33,489 | $5,390 | $5,390 |
| MORGAN STANLEY A/C-0574 NLTCG DETAIL PROVIDED UPON REQUEST | P | 2018-11-30 | $386,914 | $306,291 | $80,623 | $80,623 |
| MORGAN STANLEY A/C-3150 NSTCG DETAIL PROVIDED UPON REQUEST | P | 2018-11-30 | $20,000 | $19,916 | $84 | $84 |
| MORGAN STANLEY A/C-3150 NLTCG DETAIL PROVIDED UPON REQUEST | P | 2018-11-30 | $864,150 | $866,808 | -$2,658 | -$2,658 |
| MORGAN STANLEY A/C-3279 NSTCG DETAIL PROVIDED UPON REQUEST | P | 2018-11-30 | $197,665 | $200,499 | -$2,834 | -$2,834 |
| MORGAN STANLEY A/C-3279 NLTCG DETAIL PROVIDED UPON REQUEST | P | 2018-11-30 | $1,595,038 | $936,225 | $658,813 | $658,813 |
| MORGAN STANLEY A/C-5041 NLTCG DETAIL PROVIDED UPON REQUEST | P | 2018-11-30 | $129,567 | $105,412 | $24,155 | $24,155 |
| MORGAN STANLEY A/C-9774 NLTCG DETAIL PROVIDED UPON REQUEST | P | 2018-11-30 | $94,359 | $16,638 | $77,721 | $77,721 |
| OTHER GAIN (LOSS) | P | 2018-11-30 | $2,712 | $2,712 | $2,712 | |
| CAPITAL GAINS DIVIDENDS | P | $130,316 | $130,316 | $130,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,042,542 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,831,809 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $44,705,341 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040975 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,682,262 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $42,673,359 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039422 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,982,845 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,586,141 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046561 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $926,082 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $44,137,071 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,877,244 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,986,996 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044710 | DistributionYr5Rt |
| Total Distribution | 0.192650 | TotalDistributionRt |
| Average Distribution | 0.038530 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,079,735 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,813,982 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,461 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,827,443 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,373,296 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $13,461 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,461 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,461 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $67 | EsPenaltyAmt |
| Overpayment | $26,472 | OverpaymentAmt |
| Applied To ES Tax | $26,472 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD GALAFORO TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2136297600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 624 SOUTH GRAND AVENUE SUITE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| LANEY THORNTON | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| EDWARD A LANDRY | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE EMERITUS | 5.00 | $0 | $0 | $0 |
| ELIZABETH THORNTON TROY | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ERIC SMALL | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JENNIFER THORNTON WIELAND | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CHARLES THORNTON III | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| KAY TORNBORG | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | EXECUTIVE DIRECTOR | 40.00 | $87,010 | $0 | $0 |
| RICHARD GALAFARO | ||||||||
| 1918 TAMARIND AVE | LOS ANGELES | CA | 90068 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $46,619,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,177,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,796,685 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,796,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $716,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,079,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,353,987 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,353,987 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,461 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,461 | TotalTaxAmt |
| Distributable Before Adj | $2,340,526 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,340,526 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,340,526 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,373,296 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,373,296 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,461 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,359,835 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,340,526 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,373,296 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,340,526 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,770 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,770 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,770 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $32,770 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD A GALOFARO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 624 SOUTH GRAND AVENUE SUITE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2136297600 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN YOUTH SYMPHONY | ||||||||
| 3424 WILSHIRE BLVD 830 | LOS ANGELES | CA | 90010 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| BAY AREA WARRIORS | ||||||||
| 3435 CESAR CHAVEZ ST PH | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| CATE SCHOOL | ||||||||
| 1960 CATE MESA RD | CARPINTERIA | CA | 93103 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |
| CENTER FOR ENVIRONMENTAL HEALTH | ||||||||
| 2201 BROADWAY 302 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | GENERAL SUPPORT | $40,000 | |
| CENTER FOR IMMIGRATION STUDIES | ||||||||
| 1629 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | ||||||||
| 1220 L STREET NW STE 300 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL SUPPORT | $40,000 | |
| CHROHNS & COLITUS FOUNDATION | ||||||||
| 10350 SANTA MONICA BLVD STE 120 | LOS ANGELES | CA | 90025 | NONE | 501(C)(3) | GENERAL SUPPORT | $60,000 | |
| COMMUNITY PARTNERS MATERNAL MENTAL HEALTH NOW | ||||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| CONSERVATION INTERNATIONAL | ||||||||
| 2011 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | NONE | 501(C)(3) | GENERAL SUPPORT | $65,000 | |
| DOHENY EYE INSTITUTE | ||||||||
| 1450 SAN PABLO ST | LOS ANGELES | CA | 90033 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| DR SUSAN LOVE RESEARCH FOUNDATION | ||||||||
| 2811 WILSHIRE BLVD 500 | SANTA MONICA | CA | 90403 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | |
| ENGENDER HEALTH | ||||||||
| 440 NINTH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 123 MISSION ST 28TH FLOOR | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| EPIC | ||||||||
| 1718 CONNECTICUT AVE NW SUITE 200 | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |
| FIRST BASE FOUNDATION | ||||||||
| 519 BROWNING ST | MILL VALLEY | CA | 94941 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| FLINTRIDGE PREPARATORY SCHOOL | ||||||||
| 4543 CROWN AVE | LA CANADA FLINTRIDGE | CA | 91011 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | |
| FOOD FORWARD | ||||||||
| 7412 FULTON AVE 3 | NORTH HOLLYWOOD | CA | 91605 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| GREATER LOS ANGELES ZOO ASSOCIATION | ||||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 | |
| HAMPSHIRE COLLEGE | ||||||||
| 893 WEST STREET | AMHERST | MA | 01002 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |
| HEART OF LOS ANGELES | ||||||||
| 2701 WILSHIRE BLVD STE 100 | LOS ANGELES | CA | 90057 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |
| HOBART SHAKESPEAREANS | ||||||||
| 900 S HOBART STREET | LOS ANGELES | CA | 90006 | NONE | 501(C)(3) | GENERAL SUPPORT | $4,200 | |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||||
| 3470 WILSHIRE BLVD STE 980 | LOS ANGELES | CA | 90010 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| IYENGAR YOGA INSTITUTE OF LOS ANGELES | ||||||||
| 1835 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| KCRW FOUNDATION | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 | |
| KUSC RADIO | ||||||||
| 1149 S HILL ST STE H100 | LOS ANGELES | CA | 90015 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |
| LIBRARY FOUNDATION OF LOS ANGELES | ||||||||
| 630 W 5TH STREET | LOS ANGELES | CA | 90071 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| LOS ANGELES COUNTY ARTS COMMISSION | ||||||||
| 1055 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |
| LOS ANGELES OPERA | ||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| LOS ANGELES PHILHARMONIC | ||||||||
| 111 S GRAND AVE | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY RD | SANTA BARBARA | CA | 93108 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| NATURAL HISTORY MUSEUM OF LOS ANGELES | ||||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 111 SUTTER ST 21ST FLOOR | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| NUMBERS USA | ||||||||
| 1400 CRYSTAL DR STE 240 | ARLINGTON | VA | 22202 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |
| OPERA LEAGUE OF LOS ANGELES | ||||||||
| 135 N GRAND AVE 327 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |
| PARISH OF ST MATTHEW | ||||||||
| 1031 BIENVENEDA AVE | PACIFIC PALISADES | CA | 90272 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |
| PCI MEDIA IMPACT | ||||||||
| 777 UNITED NATIONS PLAZA 5TH FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL SUPPORT | $43,000 | |
| POPULATION MEDIA CENTER | ||||||||
| 30 KIMBALL AVE 302 | SOUTH BURLINGTON | VT | 05403 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| PROGRESSIVES FOR IMMIGRATION | ||||||||
| 1701 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |
| RAINFOREST ALLIANCE | ||||||||
| 223 BROADWAY 28TH FLOOR | NEW YORK | NY | 10279 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 | |
| RARE | ||||||||
| 1310 NO COURTHOUSE RD STE 110 | ARLINGTON | VA | 22201 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 | |
| ROCKY MOUNTAIN INSTITUTE | ||||||||
| 1820 FOLSOM ST | BOULDER | CO | 80302 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| SAVE THE REDWOODS LEAGUE | ||||||||
| 111 SUTTER ST 28TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | GENERAL SUPPORT | $75,000 | |
| SKIRBALL CULTURAL CENTER | ||||||||
| 2701 N SEPULVDA BLVD | LOS ANGELES | CA | 90049 | NONE | 501(C)(3) | GENERAL SUPPORT | $9,500 | |
| STUDENTS RUN LA | ||||||||
| 5252 CREBS AVE | TARZANA | CA | 91356 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| SUSTAINABLE CONSERVATION | ||||||||
| 98 BATTERY ST STE 302 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD 900 | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | GENERAL SUPPORT | $35,000 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 135 W GREEN ST | PASADENA | CA | 91105 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| USC THORNTON SCHOOL OF MUSIC | ||||||||
| 840 W 34TH STREET | LOS ANGELES | CA | 90089 | NONE | 501(C)(3) | GENERAL SUPPORT | $60,500 | |
| WILD AID | ||||||||
| 233 BROADWAY 2705 | NEW YORK | NY | 10279 | NONE | 501(C)(3) | GENERAL SUPPORT | $38,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | 501(C)(3) | GENERAL SUPPORT | $40,000 | |
| YOSEMITE CONSERVANCY | ||||||||
| 101 MONTGOMERY ST 1700 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |
| AFRICAN WILDLIFE FOUNDATION | ||||||||
| 1100 NEW JERSEY AVE SE STE 900 | WASHINGTON | DC | 20003 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |
| AS YOU SOW | ||||||||
| 1611 TELEGRAPH AVENUE STE 1450 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | GENERAL SUPPORT | $40,000 | |
| AUTRY MUSEUM OF THE AMERICAN WEST | ||||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 90027 | GENERAL SUPPORT | $20,000 | |||
| CALIFORNIANS FOR POPULATION STABILIZATION | ||||||||
| 675 E SANTA CLARA STREET STE 860 | VENTURA | CA | 93002 | GENERAL SUPPORT | $10,000 | |||
| CENTER FOR CLIMATE PROTECTION | ||||||||
| PO BOX 3785 | SANTA ROSA | CA | 95402 | GENERAL SUPPORT | $10,000 | |||
| CHILDREN OF CONSERVATION | ||||||||
| PO BOX 412470 | LOS ANGELES | CA | 90041 | GENERAL SUPPORT | $20,000 | |||
| ENVIRONMENTAL DEFENSE FUND -FISHERIES PHIL | ||||||||
| 123 MISSION STREET | SAN FRANCISCO | CA | 94105 | GENERAL SUPPORT | $50,000 | |||
| FEDERATION FOR AMERICAN IMMIGRATION REFORM | ||||||||
| 25 MASSACHUSETTS AVE NW STE 330 | WASHINGTON | DC | 20001 | GENERAL SUPPORT | $10,000 | |||
| FRIENDS OF THE URBAN FOREST | ||||||||
| PRESIDIO OF SAN FRANCISCO-1007 GEN | SAN FRANCISCO | CA | 941291405 | GENERAL SUPPORT | $10,000 | KENNEDY AVE STE 1 | ||
| GREENBELT ALLIANCE | ||||||||
| 312 SUTTER STREET STE 510 | SAN FRANCISCO | CA | 94108 | GENERAL SUPPORT | $60,000 | |||
| HARVARD BUSINESS SCHOOL | ||||||||
| ALUMNI DEVELOPMENT SVCS-124 MOUNT | CAMBRIDGE | MA | 02138 | GENERAL SUPPORT | $10,000 | AUBURN ST | ||
| MARINE MAMMAL CARE CENTER LA | ||||||||
| 555 W 5TH STREET 35TH FLOOR | LOS ANGELES | CA | 90013 | GENERAL SUPPORT | $5,000 | |||
| NATIONAL PARK SERVICE | ||||||||
| SANTA MONICA MOUNTAINS REC AREA-401 | THOUSAND OAKS | CA | 91360 | GENERAL SUPPORT | $1,000 | W HILLCREST DR | ||
| NATURE CONSERVANCY CALIFORNIA | ||||||||
| 4245 N FAIRFAX DRIVE | ARLINGTON | VA | 222031606 | GENERAL SUPPORTGENERAL SUPPORT | $75,000 | |||
| PACHAMAMA ALLIANCE | ||||||||
| PO BOX 29191 | SAN FRANCISCO | CA | 94129 | GENERAL SUPPORTGENERAL SUPPORT | $5,000 | |||
| PACIFIC FOREST TRUST | ||||||||
| PRESIDIO OF SAN FRANCISCO-1001-A | SAN FRANCISCO | CA | 94129 | GENERAL SUPPORT | $25,000 | OREILLY AVE | ||
| PEPPERWOOD FOUNDATION | ||||||||
| 2130 PEPPERWOOD PRESERVE ROAD | SANTA ROSA | CA | 95404 | GENERAL SUPPORT | $50,000 | |||
| SAFARI WEST WILDLIFE FOUNDATION | ||||||||
| 3115 PORTER CREEK ROAD | SANTA ROSA | CA | 95404 | GENERAL SUPPORT | $5,000 | |||
| THE PEOPLE CONCERN | ||||||||
| 2116 ARLINGTON AVENUE STE 100 | LOS ANGELES | CA | 90018 | GENERAL SUPPORT | $10,000 | |||
| VERIFIED CARBON STANDARD ASSOCIATION | ||||||||
| ONE THOMAS CIRCLE NW STE 1050 | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $15,000 | |||
| VERRA | ||||||||
| ONE THOMAS CIRCLE NW STE 1050 | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $10,000 | |||
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 N ALAMEDA ST SUITE 230 | LOS ANGELES | CA | 90012 | GENERAL SUPPORT | $2,600 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,233,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $527,525 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $33,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,042,542 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,603,709 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,603,709 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| FLORA THORNTON ADMINISTRATIVE TRUST | ||||||
| 1 | 624 SOUTH GRAND AVE STE 2000 | LOS ANGELES | CA | 900173383 | $750,436 | Yes (X) |
| FLORA THORNTON ADMINISTRATIVE TRUST | ||||||
| 2 | 624 SOUTH GRAND AVE STE 2000 | LOS ANGELES | CA | 900173383 | $337,807 | Yes (X) |
| FLORA THORNTON ADMINISTRATIVE TRUST | ||||||
| 3 | 624 SOUTH GRAND AVE STE 2000 | LOS ANGELES | CA | 900173383 | $246,574 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $750,436 | 2018-11-01 |
| 2 | 37.5% MEMBER INTEREST, CAROLWOOD INVESTMENTS LLC | $337,807 | 2018-09-19 |
| 3 | 22.5% PARTNER INTEREST, CAROLWOOD PARTNERS, A CA GEN PTHSP | $246,574 | 2018-09-19 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MARKETABLE SECURITIES | BondNm |
| EOY Book Value | $1,460,813 | EOYBookValueAmt |
| EOYFMV | $1,441,697 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $4,251,809 | EOYBookValueAmt |
| EOYFMV | $8,264,733 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,946,627 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,898,144 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $8,853,730 | $8,560,912 |
| OTHER INVESTMENTS | AT COST | $13,326,705 | $20,021,152 |
| EXCHANGE TRADED FUNDS | AT COST | $7,169,534 | $8,274,686 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,053 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $480 | $0 | $0 |
| MISCELLANEOUS | $13,778 | $0 | $0 |
| TELEPHONE | $1,299 | $0 | $0 |
| INSURANCE | $9,368 | $0 | $0 |
| BANK CHARGES | $12 | $0 | $0 |
| EQUIPMENT EXPENSE | $1,995 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM DISCOVERY GLOBAL OPPORT LTD | $6,579 | $6,579 | $6,579 |
| OTHER INCOME FROM MORGAN STANLEY A/C #1001,0574,9774 | $560 | $560 | $560 |
| INCOME FROM MS GLOBAL DISCOVERY OPPTY | $26,503 | $26,503 | $26,503 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST TO 11/30/2017 FINANCIAL AUDIT UNRESTRICTED NET ASSETS COST BASIS | Desc |
| Amt | $462,536 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO/FROM BROKER-UNSETTLED TRADES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,171 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $227,015 | $227,015 | $0 |
| CONSULTANTS | $50,950 | $10,700 | $40,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $7,692 | $1,615 | $6,077 |
| REGISTRY OF TRUSTS | $375 | $0 | $0 |
| FRANCHISE TAX BOARD | $170 | $0 | $0 |
| FEDERAL EXCISE TAXES | $135,912 | $0 | $0 |