DURFEE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DURFEE FOUNDATION (EIN 95-4856207)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-20
- IRS object ID
- 201801719349100205
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-20T11:20:56-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812737245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOPEZ ACCOUNTING GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 WEST OLIVE AVENUE SUITE 680 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954856207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DURFEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DURF | BusinessNameControlTxt |
| Phone | 3108995120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1453 THIRD STREET PROMENADE NO 312 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE PEEPS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3108995120 | PhoneNum |
| Signature | 2018-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUAN P LOPEZ CPA | PreparerPersonNm |
| PTIN | P01367411 | PTIN |
| Phone | 8188407075 | PhoneNum |
| Preparation | 2018-06-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.48.122.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-06-12 | IPDt |
| IP Tm | 15:59:30 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A47385BB48CC57316940F584287C32328FC8515D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A47385BB48CC57316940F584287C32328FC8515D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,225,831 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $76,761 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $644 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $644 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $457,327 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $457,327 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,230,332 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,831,038 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,230,332 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,765,064 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,688,303 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $323,140 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,104 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $259,036 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $84,404 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,679 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $80,725 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $123,829 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16,516 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $107,313 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,885 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,885 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,428 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,787 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,641 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $24,263 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $78,284 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $78,284 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,520 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,520 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $355,578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $359,964 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,094,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $956,368 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,003,874 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,858,141 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,098,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,814,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $666,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,605,217 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $452,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,155,319 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,155,319 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $2,884,093 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $1,960,853 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,960,853 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $22,362 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $35,988 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $35,988 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $28,156,906 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,035,254 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,035,254 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $72,790 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,373 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $62,680 | LandBOYAmt |
| Land EOY | $38,417 | LandEOYAmt |
| Land EOYFMV | $38,417 | LandEOYFMVAmt |
| Total Assets BOY | $31,578,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,225,831 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,225,831 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $70,205 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $21,278 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,086,424 | GrantsPayableBOYAmt |
| Grants Payable EOY | $232,155 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,156,629 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $253,433 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $27,537,385 | UnrestrictedBOYAmt |
| Unrestricted EOY | $32,011,545 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $2,884,093 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,960,853 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,421,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,972,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,578,107 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,225,831 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,421,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $666,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,884,061 | OtherIncreasesAmt |
| Subtotal | $33,972,398 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,972,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| 4,788.36 SHS EUROPACIFIC GROWTH FUND | $250,000 | $212,649 | $37,351 | $37,351 | |
| 58.94 SHS EUROPACIFIC GROWTH FUND | $3,001 | $2,699 | $302 | $302 | |
| 16,459.006 SHS WINDSOR II FUND ADM | $1,070,000 | $896,853 | $173,147 | $173,147 | |
| 4,008.016 SHS PRIMECAP FUND ADMIRAL | $500,000 | $251,529 | $248,471 | $248,471 | |
| 4,378.923 SHS PRIMECAP FUND ADMIRAL | $600,000 | $274,806 | $325,194 | $325,194 | |
| 14,027.213 SHS WINDSOR FUND ADM | $1,000,000 | $766,005 | $233,995 | $233,995 | |
| 5,722.13 SHS WASATCH SMALL CAP GROWTH FUND | $250,000 | $196,165 | $53,835 | $53,835 | |
| CAPITAL GAINS DIVIDENDS | $1,158,037 | $1,158,037 | $1,158,037 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,230,332 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,504,837 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,130,749 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080462 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,315,301 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,370,738 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069381 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,115,138 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,689,585 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071242 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,602,928 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,544,212 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058195 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,779,824 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,476,009 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069863 | DistributionYr5Rt |
| Total Distribution | 0.349143 | TotalDistributionRt |
| Average Distribution | 0.069829 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,710,682 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,284,154 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,052 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,310,206 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,814,509 | 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 | $26,052 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,052 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,052 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $26,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $46,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $13 | EsPenaltyAmt |
| Overpayment | $20,435 | OverpaymentAmt |
| Applied To ES Tax | $20,435 | 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 | WWW.DURFEE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAIRE PEEPS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108995120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1453 THIRD STREET PROMENADE NO 312 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLINE D AVERY | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | PRESIDENT | 30.00 | $103,581 | $24,000 | $0 |
| HALINA AVERY | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| MICHAEL NEWKIRK | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | VICE PRESIDENT | 2.00 | $5,000 | $0 | $0 |
| JONATHAN NEWKIRK | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TREASURER | 2.00 | $5,000 | $0 | $0 |
| DIANA MCKEE | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| CHRISTOPHER AVERY | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| THEODORE AVERY | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| BRUCE SAITO | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| BELEN VARGAS | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CLAIRE PEEPS | ||||||||
| 1453 THIRD STREET PROMENADE | SANTA MONICA | CA | 90401 | EXECUTIVE DIRECTOR | 40.00 | $184,559 | $21,707 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | STANTON FELLOWSHIP - RETREAT, QUARTERLY MEETINGS, PROGRAM EVALUATION AND AWARD CEREMONY. | Description1Txt |
| Expenses1 | $92,504 | Expenses1Amt |
| Description2 | SPRINGBOARD PROGRAMS - BRAIN TRUST MEETING, MENTOR FEES AND PHOTOGRAPHY. | Description2Txt |
| Expenses2 | $44,219 | Expenses2Amt |
| Description3 | ALL FELLOWS GATHERING - EVENT FOR ALL FELLOWS TO CONNECT AND PARTICIPATE IN VARIOUS DISCUSSIONS AND WORKSHOPS. | Description3Txt |
| Expenses3 | $35,367 | Expenses3Amt |
| Description4 | SABBATICAL - RETREAT, FACILITATOR FEES AND AWARD CEREMONY. | Description4Txt |
| Expenses4 | $31,776 | Expenses4Amt |
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 | $30,479,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $693,953 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,035,258 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,208,814 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,208,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $498,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,710,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,635,534 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,635,534 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,052 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,052 | TotalTaxAmt |
| Distributable Before Adj | $1,609,482 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,609,482 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,609,482 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,814,509 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,814,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $26,052 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,788,457 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,609,482 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,814,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,609,482 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,205,027 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,205,027 | 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 | $1,000,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $205,027 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $205,027 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLAIRE PEEPS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1453 THIRD STREET PROMENADE | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3108995120 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM - GO TO WWW.DURFEE.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | GO TO WWW.DURFEE.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A NEW WAY OF LIFE RE-ENTRY | |||||||
| PO BOX 875288 | LOS ANGELES | CA | 90087 | NONE | PC | MATCHING GIFT | $200 |
| ALL PEOPLES COMMUNITY CENTER | |||||||
| 822 EAST 20TH STREET | LOS ANGELES | CA | 90011 | NONE | PC | LEAD RESIDENCY | $1,000 |
| ALLIANCE COLLEGE READY MIDDLE ACADEMY NO 8 | |||||||
| 3651 EAST 1ST ST | LOS ANGELES | CA | 90063 | NONE | PC | GENERAL OPERATING | $5,000 |
| BARRIO ACTION YOUTH & FAMILY CENTER | |||||||
| 4927 HUNTINGTON DRIVE SUITE 200 | LOS ANGELES | CA | 90032 | NONE | PC | LEAD RESIDENCY | $1,900 |
| BREAST CANCER ACTION | |||||||
| 657 MISSION ST SUITE 302 | SAN FRANCISCO | CA | 94105 | NONE | PC | MATCHING GIFT | $100 |
| CALIFORNIA COMMON CAUSE | |||||||
| 453 S SPRING ST SUITE 401 | LOS ANGELES | CA | 90013 | NONE | PC | LEAD RESIDENCY | $1,000 |
| CALIFORNIA COMMON CAUSE | |||||||
| 453 S SPRING ST SUITE 401 | LOS ANGELES | CA | 90013 | NONE | PC | SABBATICAL | $48,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | NONE | PC | THE DURFEE COMMUNITY FUND (D150) | $100,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | NONE | PC | NONPROFIT SUSTAINABILITY INITIATIVE | $25,000 |
| CENTER FOR THE PACIFIC ASIAN FAMILY | |||||||
| 3424 WILSHIRE BLVD SUITE 1000 | LOS ANGELES | CA | 90010 | NONE | PC | LEAD RESIDENCY | $1,000 |
| CENTRAL CITY COMMUNITY HEALTH | |||||||
| 1000 SAN GABRIEL BLVD SUITE 200 | ROSEMEAD | CA | 91770 | NONE | PC | LEAD RESIDENCY | $1,000 |
| CHAPCARE | |||||||
| 455 W MONTANA ST | PASADENA | CA | 91103 | NONE | PC | LEAD RESIDENCY | $5,189 |
| COMMUNITY DEVELOPMENT TECHNOLOGIES CENTER | |||||||
| 520 W 23RD ST | LOS ANGELES | CA | 90007 | NONE | PC | SABBATICAL | $48,000 |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | STANTON | $50,000 |
| COMMUNITY PARTNERS (HELMI HISSERICH) | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | STANTON | $45,000 |
| COMMUNITY PARTNERS (HILDA MALDONADO) | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | SPRINGBOARD | $50,000 |
| CROWDEN MUSIC CENTER | |||||||
| 1475 ROSE ST | BERKLEY | CA | 94702 | NONE | PC | MATCHING GIFT | $125 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | LEAD RESIDENCY | $1,000 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | TRIBUTE TO JENNIFER HIRSCH | $1,000 |
| EARTHWATCH INSTITUTE | |||||||
| 114 WESTERN AVE | BOSTON | MA | 02134 | NONE | PC | IGNITE LA | $674,440 |
| EAST LOS ANGELES WOMEN'S CENTER | |||||||
| 1255 S ATLANTIC BLVD | LOS ANGELES | CA | 90022 | NONE | PC | SABBATICAL | $48,000 |
| EAST LOS ANGELES WOMEN'S CENTER | |||||||
| 1255 S ATLANTIC BLVD | LOS ANGELES | CA | 90022 | NONE | PC | LEAD RESIDENCY | $1,165 |
| EL CENTRO DE AYUDA | |||||||
| 1972 E CESAR E CHAVEZ AVE | LOS ANGELES | CA | 90033 | NONE | PC | SABBATICAL | $48,000 |
| ENGAGE | |||||||
| 240 E VERDUGO AVE SUITE 100 | BURBANK | CA | 91502 | NONE | PC | STANTON | $57,500 |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | |||||||
| 1725 DESALES STREET NW SUITE 404 | WASHINGTON | DC | 20036 | NONE | PC | GEO 2018 NATIONAL CONFERENCE | $5,000 |
| JAPANESE AMERICAN CULTURAL & COMMUNITY CENTER | |||||||
| 244 S SAN PEDRO STREET | LOS ANGELES | CA | 90012 | NONE | PC | STANTON | $51,704 |
| KALEIDOSCOPE CHAMBER ORCHESTRA | |||||||
| 1725 FEDERAL AVE SUITE 1 | LOS ANGELES | CA | 90025 | NONE | PC | SPRINBOARD | $35,000 |
| KOREATOWN YOUTH AND COMMUNITY CENTER | |||||||
| 3727 W 6TH ST SUITE 300 | LOS ANGELES | CA | 90020 | NONE | PC | STANTON | $54,780 |
| LA CLEANTECH INCUBATOR | |||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | NONE | PC | ARTIST IN RESIDENCE PROGRAM | $75,000 |
| LA COMPOST | |||||||
| 221 W AVE 45 | LOS ANGELES | CA | 90065 | NONE | PC | SPRINGBOARD | $35,000 |
| LA MAS | |||||||
| 3051 N COOLIDGE AVE | LOS ANGELES | CA | 90039 | NONE | PC | SPRINBOARD | $35,000 |
| LOS ANGELES DEPARTMENT OF ANIMAL SERVICES | |||||||
| 221 N FIGUEROA ST SUITE 600 | LOS ANGELES | CA | 90012 | NONE | PC | MATCHING GIFT | $50 |
| LOST ANGELS CHILDREN'S PROJECT | |||||||
| 45715 23RD ST WEST SUITE 13 | LANCASTER | CA | 93536 | NONE | PC | SPRINGBOARD | $35,000 |
| LURN | |||||||
| 553 S CLEARANCE ST | LOS ANGELES | CA | 90033 | NONE | PC | SPRINGBOARD | $50,000 |
| MERCY CORPS | |||||||
| PO BOX 2669 | PORTLAND | OR | 97208 | NONE | PC | MATCHING GIFT | $52 |
| MINNESOTA LANDSCAPE ARBORETUM | |||||||
| 3675 ARBORETUM DRIVE | CHASKA | MN | 55318 | NONE | PC | MATCHING GIFT | $50 |
| PEACE OVER VIOLENCE | |||||||
| 1015 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90017 | NONE | PC | LEAD RESIDENCY | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 400 W 30TH ST | LOS ANGELES | CA | 90007 | NONE | PC | MATCHING GIFT | $100 |
| POPS THE CLUB | |||||||
| 4160 LYCEUM AVE | LOS ANGELES | CA | 90066 | NONE | PC | SPRINGBOARD | $35,000 |
| PROYECTO PASTORAL | |||||||
| 135 N MISSION ROAD | LOS ANGELES | CA | 90033 | NONE | PC | SABBATICAL | $48,000 |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS (HOLLYWOOD PROPERTY OWNERS ALLIANCE) | |||||||
| 23532 CALABASAS ROAD SUITE A | CALABASAS | CA | 91302 | NONE | PC | STANTON | $50,000 |
| STRATEGIC CONCEPTS IN ORGANIZING AND POLICY EDUCATION | |||||||
| 1715 W FLORENCE AVE | LOS ANGELES | CA | 90047 | NONE | PC | SABBATICAL | $48,000 |
| STRATEGIC CONCEPTS IN ORGANIZING AND POLICY EDUCATION | |||||||
| 1715 W FLORENCE AVE | LOS ANGELES | CA | 90047 | NONE | PC | LEAD RESIDENCY | $3,039 |
| SYRIAN AMERICAN MEDICAL SOCIETY | |||||||
| PO BOX 34115 | WASHINGTON | DC | 20043 | NONE | PC | MATCHING GIFT | $25 |
| THE CENTER FOR SPIRITUAL RENEWAL | |||||||
| 888 SAN YSIDRO LANE | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL OPERATING | $1,000 |
| THE COALITION TO ABOLISH SLAVERY AND TRAFFICKING | |||||||
| 5042 WILSHIRE BLVD SUITE 586 | LOS ANGELES | CA | 90036 | NONE | PC | LEAD RESIDENCY | $2,772 |
| THE CORPS NETWORK | |||||||
| 1275 K STREET NW SUITE 1050 | WASHINGTON | DC | 20005 | NONE | PC | MATCHING GIFT | $500 |
| THE MUSEUM OF JURASSIC TECHNOLOGY INC | |||||||
| 9341 VENICE BLVD | CULVER CITY | CA | 90232 | NONE | PC | MATCHING GIFT | $250 |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | NONE | PC | LEADERSHIP FUNDERS GROUP | $5,000 |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | NONE | PC | WHAT'S NEXT | $71,100 |
| WILDWOOD SCHOOL | |||||||
| 11811 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | NONE | PC | MATCHING GIFT | $2,000 |
| WILLOWS COMMUNITY SCHOOL | |||||||
| 8509 HIGUERA | CULVER CITY | CA | 90232 | NONE | PC | MATCHING GIFT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,858,141 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | NONE | PC | NONPROFIT SUSTAINABILITY INITIATIVE | $25,000 |
| EARTHWATCH INSTITUTE | |||||||
| 114 WESTERN AVE | BOSTON | MA | 02134 | NONE | PC | IGNITE LA | $132,155 |
| KALEIDOSCOPE CHAMBER ORCHESTRA | |||||||
| 1725 FEDERAL AVE SUITE 1 | LOS ANGELES | CA | 90025 | NONE | PC | SPRINGBOARD | $35,000 |
| LOST ANGELS CHILDREN'S PROJECT | |||||||
| 45715 23RD ST WEST SUITE 13 | LANCASTER | CA | 93536 | NONE | PC | SPRINGBOARD | $35,000 |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | NONE | PC | LEADERSHIP FUNDERS GROUP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $232,155 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $644 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $457,327 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,230,332 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,688,303 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,688,303 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKEFELLER PHILANTHROPY ADVISORS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 MONTGOMERY ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $76,761 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $36,885 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,885 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WEBSITE | PropertyDesc |
| Acquired | 2016-08-01 | AcquiredDt |
| Cost Or Other Basis | $72,790 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $10,110 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 3.000000000000 | LifeRt |
| Current Year Expense | $24,263 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVERSIFIED EMERGING MARKETS EQUITY FUNDS | FMV | $1,137,110 | $1,137,110 |
| FOREIGN LARBE BLEND EQUITY FUNDS | FMV | $4,346,359 | $4,346,359 |
| LARGE BLEND EQUITY FUNDS | FMV | $1,201,228 | $1,201,228 |
| LARGE GROWTH EQUITY FUNDS | FMV | $9,753,013 | $9,753,013 |
| LARGE VALUE EQUITY FUNDS | FMV | $3,247,596 | $3,247,596 |
| SMALL GROWTH EQUITY FUNDS | FMV | $3,543,654 | $3,543,654 |
| MONEY MARKET EQUITY FUNDS | FMV | $57,535 | $57,535 |
| HIGH YIELD BONDS | FMV | $5,345 | $5,345 |
| INTERMEDIATE-TERM BONDS | FMV | $5,434,909 | $5,434,909 |
| MULTI-SECTOR BONDS | FMV | $1,545,474 | $1,545,474 |
| SHORT-TERM BONDS | FMV | $763,031 | $763,031 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEBSITE | CategoryOrItemTxt |
| Cost Or Other Basis | $72,790 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $34,373 | AccumulatedDepreciationAmt |
| Book Value | $38,417 | BookValueAmt |
| EOYFMV | $38,417 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DIRECT CHARITABLE EXPENSES | $267,600 | $0 | $267,600 |
| EXCISE TAXES | -$4,385 | $0 | $0 |
| INSURANCE | $9,881 | $0 | $9,881 |
| MISCELLANEOUS | $1,681 | $0 | $1,682 |
| OFFICE EXPENSE | $15,086 | $0 | $15,086 |
| ONLINE APPLICATIONS | $4,996 | $0 | $4,996 |
| PARKING | $6,065 | $0 | $6,065 |
| POSTAGE | $6 | $0 | $6 |
| PROFESSIONAL DEVELOPMENT | $5,860 | $0 | $5,860 |
| TELEPHONE | $4,588 | $0 | $4,588 |
| DUES AND SUBSCRIPTIONS | $44,200 | $0 | $44,200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON SECURITIES | Desc |
| Amt | $2,884,061 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $33,787 | $33,787 | $0 |
| PAYROLL SERVICE | $2,011 | $0 | $2,011 |
| TECHNICAL SUPPORT | $3,687 | $0 | $3,687 |
| WEBSITE MAINTENANCE | $12,943 | $0 | $12,943 |
Comments