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KENROSE KITCHEN TABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KENROSE KITCHEN TABLE FOUNDATION (EIN 20-3951665)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-07
IRS object ID
202512809349101211
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)
Return2025-10-07T18:49:58-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Disaster ReliefDISASTER POSTPONEMENT CA-2025-01DisasterReliefTxt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 N LAKE AVE STE 930AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911014106ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203951665EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENROSE KITCHEN TABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKENRBusinessNameControlTxt
Phone8052083900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO ALTI GLOBAL 601 UNION ST 3315AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN CURTINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8052083900PhoneNum
Signature2025-10-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS A LAUG CPAPreparerPersonNm
PTINP00736574PTIN
Phone6265771440PhoneNum
Preparation2025-10-07PreparationDt
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$27,860,813FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,366,724ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$542,081DividendsRevAndExpnssAmt
Dividends Net Invst Incm$542,081DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,000,457NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,431,035GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$997,744CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$251,036OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$233,244OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,160,298TotalRevAndExpnssAmt
Total Net Invst Incm$1,773,069TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,700LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,700LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$17,310AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,655AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,655AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$290,526OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$88,463OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$202,063OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$35,488TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,488TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$29,301OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$29,147OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$375,325TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$127,753TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$213,420TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,291,666ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,291,666ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,666,991TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$127,753TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,505,086TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,506,693ExcessRevenueOverExpensesAmt
Net Investment Income$1,645,316NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$600,122SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,005,970SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,005,970SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$10,202,571CorporateStockBOYAmt
Corporate Stock EOY$10,376,761CorporateStockEOYAmt
Corporate Stock EOYFMV$14,369,509CorporateStockEOYFMVAmt
Corporate Bonds BOY$6,650,378CorporateBondsBOYAmt
Corporate Bonds EOY$3,177,979CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,198,301CorporateBondsEOYFMVAmt
Other Investments BOY$11,791,975OtherInvestmentsBOYAmt
Other Investments EOY$9,177,643OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,287,033OtherInvestmentsEOYFMVAmt
Total Assets BOY$29,245,046TotalAssetsBOYAmt
Total Assets EOY$23,738,353TotalAssetsEOYAmt
Total Assets EOYFMV$27,860,813TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$29,245,046RetainedEarningBOYAmt
Retained Earning EOY$23,738,353RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$29,245,046TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,738,353TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,245,046TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,738,353TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,245,046TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,506,693ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$23,738,353SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$23,738,353TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$12,776,807$12,430,578$346,229$346,229
PASS-THROUGH$446,114$446,114$446,114P
PASSTHROUGH LTCG - UBTI$2,712$2,712$0$0P
PASSTHROUGH STCG - UBTI$1$1$0$0P
CAPITAL GAINS DIVIDENDS$205,401$205,401$205,401P
FieldValueIRS element (for citing)
Capital Gain Net Income$997,744CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,870InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$22,870SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$22,870TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,789EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$19,789TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$3,081TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALTI GLOBALIndividualWithBooksNm
Phone2538571610PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1601 UNION STREET SUITE 3315AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES D POWER IV
2945 TOWNSGATE ROADWESTLAKE VILLAGECA91361CHIEF FINANCIAL OFFICER1.00$0$0$0
SUSAN CURTIN
2945 TOWNSGATE ROADWESTLAKE VILLAGECA91361PRESIDENT1.00$0$0$0
JONATHAN P POWER
2945 TOWNSGATE ROADWESTLAKE VILLAGECA91361VICE PRESIDENT1.00$0$0$0
MARY E POWER
2945 TOWNSGATE ROADWESTLAKE VILLAGECA91361SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
STRATEGIC PHILANTHROPY
1700 W IRVING PARK ROAD CHICAGOCHICAGOIL60613CONSULTING$152,003
TIEDEMANN ADVISORS
601 UNION STREET SUITE 3315SEATTLEWA98101INVESTMENT MANAGEMENT$132,035
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,002,858AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,886,143AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,675,292FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$32,564,293TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$32,564,293AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$488,464CashDeemedCharitableAmt
Net Vl Noncharitable Assets$32,075,829NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,603,791MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,603,791MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,870TaxBasedOnInvestmentIncomeAmt
Income Tax$815IncomeTaxAmt
Total Tax$23,685TotalTaxAmt
Distributable Before Adj$1,580,106DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,580,106DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,580,106DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,505,086ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,505,086QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,580,106DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$842,434ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,002,460ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$927,597ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,414,815ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,847,457ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,034,763TotalExcessDistributionCyovAmt
Qualifying Distributions$8,505,086QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,580,106AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,924,980RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$18,959,743TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$842,434ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,117,309ExcessDistriCyovToNextYrAmt
Excess From Year4$1,002,460ExcessFromYear4Amt
Excess From Year3$927,597ExcessFromYear3Amt
Excess From Year2$2,414,815ExcessFromYear2Amt
Excess From Year1$6,847,457ExcessFromYear1Amt
Excess From Current Year$6,924,980ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AT-CHOO FOUNDATION
PO BOX 2682TOLUCA LAKECA91610NONEPC2022-2024 GENERAL OPERATING SUPPORT$15,000
CHILD MIND INSTITUTE
101 EAST 56TH STREETNEW YORKNY10022NONEPCSUPPORTING CRITICAL SOLUTIONS IN THE YOUTH MENTAL HEALTH CRISIS$200,000
CHILDREN'S HOSPITAL CORPORATION DBA CHILDREN'S HOSPITAL BOSTON
401 PARK DRIVE SUITE 602BOSTONMA02215NONEPCDEVELOPING CNP'S PRENATAL AND TRANSITION PROGRAMS$325,000
COLLEGE OF THE HOLY CROSS
ONE COLLEGE STREETWORCESTERMA01610NONEPCWOMEN'S EXCELLENCE ENDOWMENT$125,000
COLONIAL WILLIAMSBURG FOUNDATION
134 NORTH HENRY STREETWILLIAMSBURGVA23185NONEPCBOB AND MARION WILSON TEACHER INSTITUTE SCHOLARSHIPS$25,000
CONEJO SCHOOLS FOUNDATION
1400 E JANSS ROADTHOUSAND OAKSCA91362NONEPCGENERAL OPERATING AND DIRECT STUDENT SERVICES SUPPORT$50,000
CONEJO VALLEY SENIOR CONCERNS
401 HODENCAMP ROADTHOUSAND OAKSCA91360NONEPCSUPPORTIVE SERVICES TO IMPROVE THE HEALTH AND WELL-BEING OF SENIORS AND FAMILY CAREGIVERS$50,000
FIDELITY CHARITABLE
1245 SUMMER STREET MZ NM43ABOSTONMA02210NONEPCTO PROVIDE MORE AUTONOMY FOR GIVING$4,000,000
INTERFACE CHILDREN AND FAMILY SERVICES
4001 MISSION OAKS BLVD SUITE 1CAMARILLOCA930125121NONEPC2024-26 SUPPORT FOR VICTIMS OF VIOLENCE$75,000
MANY MANSIONS
1259 E THOUSAND OAKS BLVDTHOUSAND OAKSCA91362NONEPCEXPANDED COMMUNITY SERVICE PROGRAM$50,000
MICROBIOME RESEARCH INC
1845 KNOLL DRVENTURACA930037321NONEPC2024 LONG COVID AND GUT DYSBIOSIS$100,000
NATIONAL COAST GUARD MUSEUM ASSOCIATION INC
78 HOWARD STREET SUITE ANEW LONDONCT06320NONEPCCAMPAIGN FOR THE CONSTRUCTION OF THE NATIONAL COAST GUARD MUSEUM$1,666,666
NATIONAL MULTIPLE SCLEROSIS SOCIETY SOUTHERN CALIFORNIA & NEVADA CHAPTER
PO BOX 54879LOS ANGELESCA90054NONEPCRESEARCH WORKFORCE COHORT AND MS NAVIGATOR FUNDING$500,000
NATIVITY SCHOOL OF WORCESTER INC
67 LINCOLN STREETWORCESTERMA01605NONEPCCAMPAIGN FOR THE NATIVITY SCHOOL OF WORCESTER$600,000
NEADS INC
PO BOX 1100PRINCETONMA01541NONEPCNILES EARLY LEARNING CENTER - FOUNDATIONS FOR THE FUTURE CAMPAIGN$25,000
OREGON STATE UNIVERSITY FOUNDATION
4238 SW RESEARCH WAYCORVALLISOR973331068NONEPCERIN AND MARY POWER ANIMAL CARE FUND$85,000
PAW WORKS
79 E DAILY DRIVE SUITE 515CAMARILLOCA93010NONEPCSHELTER IMPROVEMENT$50,000
PLAY CONEJO
403 W HILLCREST DRIVETHOUSAND OAKSCA91360NONEPCRECREATION PROGRAM SCHOLARSHIPS, TEEN OUTREACH SUMMER CAMP$25,000
RIDE ON LA
10860 TOPANGA CANYON BLVDCHATSWORTHCA91311NONEPCGENERAL SUPPORT FOR ADAPTIVE HORSEBACK RIDING AND PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY PROGRAMMING$25,000
SAFE PASSAGE YOUTH FOUNDATION
2101 EAST OLSEN ROADTHOUSAND OAKSCA91360NONEPC2024 GENERAL OPERATING GRANT$50,000
UNIVERSITY OF SAN DIEGO
5998 ALCALA PARKSAN DIEGOCA92110NONEPCJD POWER SUMMER INTERNSHIP PROGRAM, MIDDLE INCOME SCHOLARSHIPS, USD WELLNESS CENTER, ENGINEERING AND ENTREPRENEURSHIP LAB RENOVATION$150,000
WILDLIFE LEARNING FOUNDATION
15981 YARNELL STREET STE 251SYLMARCA91342NONEPCRECREATED TORTOISE YARD$50,000
THE WOLF SCHOOL
215 FERRIS AVENUEEAST PROVIDENCERI02916NONEPCTHE WOLF SCHOOL CAPITAL CAMPAIGN$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,291,666TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$542,081ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$248,349ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$2,713UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$997,744ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPASSTHROUGH UNRELATED BUSINESS INCOMEDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm$2,687UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$5,400UnrelatedBusinessTaxblIncmAmt
Exclusion$1,788,174ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,793,574TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
JDP III 2008 CHARITABLE LEAD ANNUITY TRUST
1C/O CURTIN 154 CEDAR LANEWESTWOODMA02090$600,000Yes (X)
JDP III 2008 CHARITABLE LEAD UNITRUST
2C/O CURTIN 154 CEDAR LANEWESTWOODMA02090$766,724Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$17,310Amt
Net Investment Income$8,655NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,655DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD TOTAL BOND MARKET INSTL$2,521,807$2,519,150
ISHARES 0-5 YEAR TIPS BOND ETF$656,172$679,151

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRIMECAP ODYSSEY AGGRESSIVE GRWTH FD$1,206,116$1,216,338
ISHARES CORE S&P TOTAL US STOCK$2,514,286$5,276,319
ISHARES CORE S&P MID-CAP ETF$900,583$970,042
FIRST TR EXCHANGE-TRADED FD$783,316$905,252
SPDR PORTFOLIO S&P 400 MID CAP ETF$240,202$562,541
GQG PARTNERS EMERG MARKETS EQ$966,627$1,187,099
GQG PARTNERS GLOBAL QUALITY EQUITY$1,187,615$1,572,526
ISHARES MSCI EAFE ETF$2,578,016$2,679,392

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PORTFOLIO ADVISORS PRIVATE EQUITY FUND VAT COST$4,989$47,716
PORTFOLIO ADVISORS PRIVATE EQUITY FUND VIIAT COST$246,904$369,943
CERES FARMSAT COST$673,312$1,083,173
TTC FUND - GLOBAL LONG/SHORTAT COST$793,677$267,696
TTC FUND - MULTI-STRATEGYAT COST$4,084,181$3,997,408
PRIVATE EQUITY PARTNERS VIIIAT COST$774,580$885,751
APOLLO DEBT SOLUTIONSAT COST$1,000,000$1,007,743
BROOKFIELD INFRASTRUCTURE INCOME FUNDAT COST$600,000$611,741
FORTRESS NET LEASE REITAT COST$1,000,000$1,015,862

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,700LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,700DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PASSTHROUGH EXPENSES-NONDEDUCTIBLE$60$0$0
INSURANCE$3,398$3,398$0
PASSTHROUGH EXPENSES$25,836$25,749$0
PASSTHROUGH EXPENSES-CHARITABLE$7$0$2

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PASS THROUGH INVESTMENT INCOME$149,841$149,841$149,841
TAX EXEMPT PASSTHROUGH INCOME$3$0$3
FORTRESS NET LEASE$25,533$10,431$25,533
APOLLO DEBT SOLUTIONS$72,972$72,972$72,972
PASSTHROUGH UNRELATED BUSINESS INCOME$2,687$0$2,687

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$158,492$0$158,492
INVESTMENT/MANAGEMENT FEES$132,034$88,463$43,571

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$34,000$0$0
FOREIGN TAXES$1,488$1,488$0

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