TAMARA L HARRIS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TAMARA L HARRIS FOUNDATION INC (EIN 45-3452143)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349105119
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:26:37-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274507046 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR & VALLONE LLP-WA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 SE 28TH ST - STE 226 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453452143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMARA L HARRIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAMA | BusinessNameControlTxt |
| Phone | 9736228210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3336 LA CIENEGA BLVD SUITE 119 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMARA L HARRIS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9736228210 | PhoneNum |
| Signature | 2025-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW J CARACH | PreparerPersonNm |
| PTIN | P01254777 | PTIN |
| Phone | 2062754600 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,109,921 | 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 | $75 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $175,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $175,254 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $773,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,631 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,170 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $198,142 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,897 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,673 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,673 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $994 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,981 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,303 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,764 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $539 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,328 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,083 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,268 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $237,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $207,268 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,056 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,814 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $53,539 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,539 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,497,117 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,490,221 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,056,382 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,582,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,543,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,109,921 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,582,931 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,543,760 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,582,931 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,543,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,582,931 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,543,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,582,931 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,171 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,543,760 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,543,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $721,838 | $752,976 | -$31,138 | -$31,138 |
| CAPITAL GAIN DISTRIBUTIONS | P | $51,769 | $51,769 | $51,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,631 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,336 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,336 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,336 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,170 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,170 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,834 | OverpaymentAmt |
| Applied To ES Tax | $2,834 | 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 | Yes (1) | 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 | NJ | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | TAMARA L HARRIS | IndividualWithBooksNm |
| Phone | 9736228210 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3336 LA CIENEGA BLVD SUITE 119 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900163115 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| TAMARA L HARRIS | ||||||||
| 3336 LA CIENEGA BLVD SUITE 119 | LOS ANGELES | CA | 90016 | TRUSTEE, PRESIDENT, AND TREASURER | 1.00 | $0 | $0 | $0 |
| SUSAN PENN | ||||||||
| 3336 LA CIENEGA BLVD SUITE 119 | LOS ANGELES | CA | 90016 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAIGE ROBINSON | ||||||||
| 3336 LA CIENEGA BLVD SUITE 119 | LOS ANGELES | CA | 90016 | TRUSTEE AND SECRETARY | 1.00 | $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 | $4,976,486 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,168,396 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,168,396 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,526 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,090,870 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $254,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $254,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,336 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,336 | TotalTaxAmt |
| Distributable Before Adj | $252,208 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $252,208 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $252,208 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $207,268 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $207,268 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $252,208 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $28,677 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,705 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $75,382 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $207,268 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $207,268 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $44,940 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $44,940 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,442 | 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 | $30,442 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $30,442 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TAMARA L HARRIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | CHARITABLE CONTRIBUTION - TO PERFORM, PRESENT, AND PROMOTE MUSIC IN ITS MANY VARIED FORMS AT THE HIGHEST LEVEL OF EXCELLENCE TO A LARGE & DIVERSE AUDIENCE. | $10,000 |
| THE MUSEUM OF CONTEMPORARY ART INC | |||||||
| 250 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | CHARITABLE CONTRIBUTION - TO MAKE CONTEMPORARY ART ACCESSIBLE TO DIVERSE AUDIENCES- ESPECIALLY UNDERSERVED POPULATIONS BY EXPLORING THE ART OF OUR TIME AND ITS RELATIONSHIP TO A BROADER CULTURAL CONTEXT. | $10,000 |
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION | |||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 913308296 | NONE | PC | CHARITABLE CONTRIBUTION - TO SUPPORT AND ENHANCE THE VISION, MISSION, AND VALUES OF CALIFORNIA STATE UNIVERSITY, NORTHRIDGE. | $10,000 |
| PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA | |||||||
| 2900 WEST ALAMEDA AVE 500 | BURBANK | CA | 91505 | NONE | PC | CHARITABLE CONTRIBUTION - TO STRENGTHEN THE CIVIC FABRIC OF SOUTHERN CALIFORNIA, SHARE DISTINCTIVE PERSPECTIVE WITH THE REST OF THE NATION, AND PROVIDE THE COMMUNITY WITH AN ESSENTIAL CONNECTION TO A WIDER WORLD. | $10,000 |
| CORPORATE COUNSEL WOMEN OF COLOR INC | |||||||
| RADIO CITY STATION PO BOX 2095 | NEW YORK | NY | 101012095 | NONE | PC | CHARITABLE CONTRIBUTION - TO PROMOTE AND ADVANCE THE PROFESSIONAL DEVELOPMENT OF MINORITY WOMEN IN THE LEGAL PROFESSION. | $15,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 331992516 | NONE | PC | CHARITABLE CONTRIBUTION - TO ENCOURAGE, SOLICIT, RECEIVE, AND ADMINISTER GIFTS AND BEQUESTS OF PROPERTY AND FUNDS FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES FOR FIU AND ITS OBJECTIVES. | $35,000 |
| INSTITUTE FOR ENTREPRENEURIAL LEADERSHIP INC | |||||||
| 550 BROAD STREET | NEWARK | NJ | 07102 | NONE | PC | CHARITABLE CONTRIBUTION - TO SUPPORT ECONOMIC DEVELOPMENT THROUGH ENTREPRENEURSHIP. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $175,254 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,631 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR TAX OVERPAYMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,170 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $198,067 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,067 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREP FEES | CategoryTxt |
| Amt | $3,975 | Amt |
| Net Investment Income | $994 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,981 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 13 - ASTRANA HEALTH INC | $210 | $410 |
| 9 - CRISPR THERAPEUTICS | $927 | $354 |
| 12,034 - AMERICAN FUNDS BOND FUND | $138,500 | $134,062 |
| 42,861 - BLACKROCK STRAT INCM | $425,975 | $405,894 |
| 47,284 - DOUBLELINE TOTAL RETURN | $501,825 | $409,949 |
| 27,872 - PIMCO INCOME INSTL | $316,868 | $293,210 |
| 20,710 - RIVERNORTH DOUBLELINE | $213,146 | $181,835 |
| 46,502 - SCHWAB US AGGREGATE BOND | $407,068 | $408,287 |
| 21,039 - TCW EMRG MKTS INCM FD CL | $168,368 | $136,124 |
| 2,564 - AB LARGE CAP GROWTH ADVISOR | $183,974 | $280,511 |
| 4,975 - COHEN & STEERS GLOBAL INFRASTRUCTURE | $108,455 | $114,434 |
| 19,287 - DFA INTL CORE EQTY PORT | $243,402 | $297,402 |
| 8,371 - DFA LARGE CAP INTL PORT | $175,550 | $223,761 |
| 8,711 - DFA US LARGE COMPANY | $158,082 | $339,634 |
| 3,415 - DFA US SMALL CAP PORT | $125,783 | $167,116 |
| 18,081 - DOUBLELINE SHILLER ENHANCED | $270,437 | $276,815 |
| 8,392 - FULLER & THALER BEHAVIOR | $296,052 | $377,472 |
| 8,985 - GOLDMAN SACHS GQG PTNRS | $145,083 | $175,745 |
| 3,666 - ISHARES CORE MSCI | $240,396 | $191,459 |
| 613 - VANGUARD S&P 500 (VOO) | $179,150 | $330,093 |
| 1,842 - VANGUARD VALUE ETF (VTV) | $190,970 | $311,815 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,673 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,673 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEE AND CHECK FEE | Desc |
| Revenue And Expenses Per Books | $34 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR TAX OVERPAYMENT | Desc |
| Revenue And Expenses Per Books | $2,170 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,170 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SCHWAB MANAGEMENT FEES | $24,764 | $24,764 | $0 |
| REGISTERED AGENT FEE | $539 | $0 | $539 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX REFUND APPLIED | $2,170 | $0 | $0 |
| CHARLES SCHWAB - FOREIGN TAXES | $2,083 | $2,083 | $0 |
| PY CA RRF-1 ANNUAL REGISTRATION RENEWAL FEE | $75 | $0 | $75 |
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