THE MEREDITH AND ROSEMARY WILLSON CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE MEREDITH AND ROSEMARY WILLSON CHARITABLE FOUNDATION (EIN 46-1015108)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201733189349102948
Schema version
2016v3.0
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)
Return2017-11-14T17:49:05-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954400038PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHEN PIVO & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110474 SANTA MONICA BL 405AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461015108EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEREDITH AND ROSEMARY WILLSON CHARITBusinessNameLine1Txt
Business Name Line2(AKA THE MUSIC MAN FOUNDATION)BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMEREBusinessNameControlTxt
Phone3102745847PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 E MAIN ST NO 834AddressLine1Txt
CityNEWARKCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM CAMPPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone3102745847PhoneNum
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAL PIVOPreparerPersonNm
PTINP00045071PTIN
Phone3102745854PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address45.59.227.43IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-14IPDt
IP Tm15:45:09IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB9DC5B872795C3425AB976A617A9C85529579AF4AtSubmissionCreationDeviceId
At Submission Filing Device Id7342E5D6C363AF50D392B1425468277519760F4EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$65,231,228FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,126,530DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,126,530DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,864,319OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,864,319OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,990,849TotalRevAndExpnssAmt
Total Net Invst Incm$3,990,849TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$100,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$100,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$87,202LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$78,482LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$90,888AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$81,799AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$387,491OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$271,991OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$115,500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$45,096TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$45,096TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$7,292TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$7,292TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$36,213OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$36,213OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$754,182TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$271,991TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$464,382TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,549,460ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,549,460ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,303,642TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$271,991TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,013,842TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$687,207ExcessRevenueOverExpensesAmt
Net Investment Income$3,718,858NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$848,693CashBOYAmt
Cash EOY$1,053,976CashEOYAmt
Cash EOYFMV$1,053,976CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,151,750SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,201,108SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,201,108SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$48,098,406OtherInvestmentsBOYAmt
Other Investments EOY$49,466,206OtherInvestmentsEOYAmt
Other Investments EOYFMV$50,753,553OtherInvestmentsEOYFMVAmt
Other Assets BOY$11,157,825OtherAssetsBOYAmt
Other Assets EOY$11,222,591OtherAssetsEOYAmt
Other Assets EOYFMV$11,222,591OtherAssetsEOYFMVAmt
Total Assets BOY$63,256,674TotalAssetsBOYAmt
Total Assets EOY$63,943,881TotalAssetsEOYAmt
Total Assets EOYFMV$65,231,228TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$63,256,674RetainedEarningBOYAmt
Retained Earning EOY$63,943,881RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$63,256,674TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$63,943,881TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$63,256,674TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$63,943,881TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,256,674TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$687,207ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$63,943,881SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$63,943,881TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,435,847AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$64,966,896NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052886DistributionYr1Rt
Adjusted Qlfy Distri Yr2$254,686AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$63,572,385NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.004006DistributionYr2Rt
Adjusted Qlfy Distri Yr3$60,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,057,491NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.007446DistributionYr3Rt
Adjusted Qlfy Distri Yr4$150,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,036,714NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.037159DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,182,818NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.101497TotalDistributionRt
Average Distribution0.020299AverageDistributionRt
Net Vl Noncharitable Assets$53,794,142NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,091,967AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$37,189NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,129,156AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,013,842QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$37,189InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$37,189SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$37,189TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$56,639EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$56,639TotalPaymentsAndCreditsAmt
Overpayment$19,450OverpaymentAmt
Applied To ES Tax$19,450AppliedToESTaxAmt
Refund$0RefundAmt

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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1COHEN PIVO & COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3102745854PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110474 SANTA MONICA BLVD SUITE 405AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TOM CAMP
132 SOUTH RODEOBEVERLY HILLSCA90212PRESIDENT/DIRECTOR12.00$50,000$0$0
AL PIVO
10474 SANTA MONICA BLVD SUITE 405LOS ANGELESCA90025VP & CFO/DIRECTOR12.00$50,000$0$0
BARBARA SILBERBUSCH
132 SOUTH RODEOBEVERLY HILLSCA90212SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JMC PHILANTHROPIC ADVISORS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12444 WILSHIRE BLVD SUITE 622AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd
FieldValueIRS element (for citing)
Service TypeCONSULTINGServiceTypeTxt
Compensation$77,000CompensationAmt
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$41,608,613AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,004,729AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$54,613,342TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$54,613,342AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$819,200CashDeemedCharitableAmt
Net Vl Noncharitable Assets$53,794,142NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,689,707MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,689,707MinimumInvestmentReturnAmt
Tax Based On Investment Income$37,189TaxBasedOnInvestmentIncomeAmt
Total Tax$37,189TotalTaxAmt
Distributable Before Adj$2,652,518DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,652,518DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,652,518DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,013,842ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,013,842QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$37,189PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,976,653AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,652,518DistributableAsAdjustedAmt
Undistributed Income PY$2,813,974UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,013,842QualifyingDistributionsAmt
Applied To Year1$2,813,974AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$199,868AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,452,650UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTS AND MINDS
PO BOX 250073 COLUMBIA UNIVERSITYSTATIONNEW YORKNY10025N/AN/ASUPPORT RECIPIENT'S PROGRAM$7,500
ARTWORX LA
1140 NORTH CITRUS AVENUELOS ANGELESCA90038N/AN/ASUPPORT RECIPIENT'S PROGRAM$25,000
ASTEP
165 W 46TH STREET SUITE 1303NEW YORKNY10036N/AN/ASUPPORT RECIPIENT'S PROGRAM$20,000
CALIFORNIA COMMUNITY FOUNDATION
2251 S FIGUEROA STREET SUITE 400LOS ANGELESCA90012N/AN/ASUPPORT RECIPIENT'S PROGRAM$1,000,000
CATHOLIC CHARITIES OF LOS ANGELES INC
PO BOX 15095LOS ANGELESCA90015N/AN/ASUPPORT RECIPIENT'S PROGRAM$25,000
CURE ALZEIMER'S FUND
34 WASHINGTON STREET SUITE 200WELLESLEY HILLSMA02481N/AN/ASUPPORT RECIPIENT'S PROGRAM$25,000
EDUCATION THROUGH MUSIC
122 EAST 42ND STREET SUITE 1501NEW YORKNY10168N/AN/ASUPPORT RECIPIENT'S PROGRAM$850,000
EDUCATION THROUGH MUSIC - LOS ANGELES
2501 W BURBANK BLVDBURBANKCA91505N/AN/ASUPPORT RECIPIENT'S PROGRAM$200,000
HOSPITALLER FOUNDATION
2468 S ST ANDREWS PLACELOS ANGELESCA90018N/AN/ASUPPORT RECIPIENT'S PROGRAM$25,000
IDYLLWILD ARTS FOUNDATION
52500 TEMECULA PO BOX 38IDYLLWILDCA92549N/AN/ASUPPORT RECIPIENT'S PROGRAM$25,000
INNER-CITY ARTS
720 KOHLER STREETLOS ANGELESCA90021N/AN/ASUPPORT RECIPIENT'S PROGRAM$25,000
LOS ANGELES COUNTY ARTS COMMISSION
1055 WILSHIRE BLVD SUITE 800LOS ANGELESCA90017N/AN/ASUPPORT RECIPIENT'S PROGRAM$100,000
MARYVALE
7600 EAST GRAVES AVEROSEMEADCA91770N/AN/ASUPPORT RECIPIENT'S PROGRAM$25,000
PS ARTS
1728 ABBOT KINNEY BLVD SUITE 101VENICECA90291N/AN/ASUPPORT RECIPIENT'S PROGRAM$26,960
ST VINCENT MEALS ON WHEELS
2131 WEST THIRD STREETLOS ANGELESCA90057N/AN/ASUPPORT RECIPIENT'S PROGRAM$25,000
THE MASON CITY FOUNDATION
308 S PENNSYLVANIA AVEMASON CITYIA50402N/AN/ASUPPORT RECIPIENT'S PROGRAM$95,000
THE UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA522444550N/AN/ASUPPORT RECIPIENT'S PROGRAM$25,000
ARTS FOR LA
1149 S HILL STREET SUITE H-1LOS ANGELESCA90015N/AN/ASUPPORT RECIPIENT'S PROGRAM$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,549,460TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,126,530ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$2,864,319ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,990,849ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,990,849TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & BUSINESS MANAGEMENTCategoryTxt
Amt$90,888Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$81,799DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHIS NONPROFIT CORPORATION WAS FORMED UNDER DELAWARE LAW, BUT DOES NOT CONDUCT BUSINESS IN DELAWARE. DELAWARE DOES NOT REQUIRE NONPROFIT CORPORATIONS FORMED UNDER DELAWARE LAW TO REGISTER WITH ITS ATTORNEY GENERAL'S OFFICE OR FILE ANNUAL SEPARATE FINANCIAL REPORTS TO THE STATE.ExplanationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART VII-A, LINE 12FormAndLineReferenceDesc
Medium ExplanationTHE DISTRIBUTION TO THE CALIFORNIA COMMUNITY FOUNDATION REPRESENTS A CONTRIBUTION TO A DONOR ADVISED FUND OVER WHICH THE FOUNDATION RETAINS ADVISORY PRIVILEGES. THE FOUNDATION ENTERED INTO AN AGREEMENT WITH THE CALIFORNIA COMMUNITY FOUNDATION IN 2015 TO CREATE A PHILANTHROPIC AND CHARITABLE FUND (THE "FUND") TO BE USED EXCLUSIVELY FOR GENERAL CHARITABLE USES AND PURPOSES. THE FUND SHALL MEET THE REQUIREMENTS OF A DONOR ADVISED FUND UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. THE FOUNDATION TREATED THIS CONTRIBUTION AS A QUALIFYING DISTRIBUTION FOR CHARITABLE PURPOSES.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO ACCOUNT X0949AT COST$41,537,379$42,864,159
WELLS FARGO ACCOUNT X7796AT COST$5,224,721$5,227,876
WELLS FARGO ACCOUNT X9017AT COST$2,190,596$2,157,271
CITY NATIONAL SECURITIES X3569AT COST$513,510$504,247

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$87,202LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$78,482DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTELLECTUAL PROPERTY$11,120,000$11,120,000$11,120,000
GT 88$209,739$92,770$92,770
SALTAIR-$129,532$4,937$4,937
MAYFIELD-$42,382$4,884$4,884

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$25$0$25
INSURANCE$16,455$0$16,455
OFFICE EXPENSES$1,307$0$1,307
COMMISSIONS$18,426$0$18,426

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
LICENSING - MUSIC ROYALTIES$1,993,615$1,993,615$1,993,615
GT 88$264,361$264,361$264,361
MAYFIELD$179,835$179,835$179,835
SALTAIR$426,508$426,508$426,508

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING SERVICES$115,500$0$115,500
INVESTMENT ADVISOR FEES$271,991$271,991$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL$40,000$0$40,000
FOREIGN$4,796$0$4,796
STATE - DELAWARE$300$0$300

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