JOSEPH DROWN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH DROWN FOUNDATION (EIN 95-6093178)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-08-11
- IRS object ID
- 201732239349100423
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-11T17:07:20-05:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956093178 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH DROWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 3102774488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 AVENUE OF THE STARS NO 2330 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY WACHTELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102774488 | PhoneNum |
| Signature | 2017-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.186.35.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-10 | IPDt |
| IP Tm | 13:12:26 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F9C10BE61D25E315D3C70BCF97B7FFDFBFC33783 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 22D2FEA16847D92F768293CC83162428EE479A4B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,314,988 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $122 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $122 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,035,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,035,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,376,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,260,482 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $930,745 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $157,684 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,411,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,123,692 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $621,546 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $310,347 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $311,199 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $87,464 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $32,254 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $55,209 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $83,178 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $40,296 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $40,882 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,964 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,982 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,982 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,611 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $52,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,861 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $314,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $314,850 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $195,957 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,654 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,653 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,514 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $148,409 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $74,205 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $74,204 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,491 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,943 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,548 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $8,145 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $815 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,331 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $857,789 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,938 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $823,852 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,420,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $896,034 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,355,721 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,673,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,618,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,094,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $896,034 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,974,471 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,683,071 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,227,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100 | CashBOYAmt |
| Cash EOY | $100 | CashEOYAmt |
| Cash EOYFMV | $100 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $55,946 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $317,479 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $317,479 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $32,177 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $43,821 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $43,821 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $8,353,894 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,517,328 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,517,328 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $49,982,392 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,380,897 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,380,897 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,946,061 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,097,044 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,097,044 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,737,802 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,829,418 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,829,418 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $169,254 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $129,140 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $45,893 | LandBOYAmt |
| Land EOY | $40,114 | LandEOYAmt |
| Land EOYFMV | $40,114 | LandEOYFMVAmt |
| Other Assets BOY | $80,192 | OtherAssetsBOYAmt |
| Other Assets EOY | $88,787 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $88,787 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $80,234,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,314,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,314,988 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $157,731 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $972,795 | AccountsPayableEOYAmt |
| Grants Payable BOY | $535,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $590,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $87,197 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $222,362 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $779,928 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,785,157 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $79,454,529 | UnrestrictedBOYAmt |
| Unrestricted EOY | $82,529,831 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,454,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,529,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,234,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,314,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,454,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,683,071 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,758,373 | OtherIncreasesAmt |
| Subtotal | $82,529,831 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,529,831 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN ON SALE OF SECURITIES PER BOOK | P | $60,260,482 | $58,875,542 | $1,384,940 | $1,384,940 |
| JOHNSTON INTERNATIONAL EQUITY FUND II LP | P | $74,006 | -$74,006 | -$74,006 | |
| THE ENDOWMENT INSTITUTIONAL TEI FUND W, L.P. | P | $380,189 | -$380,189 | -$380,189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $930,745 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,329,729 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $81,493,457 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040859 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,726,032 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $85,332,193 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055384 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,702,583 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $82,458,939 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057029 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,439,126 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $77,210,838 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057494 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,222,342 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $76,765,264 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041977 | DistributionYr5Rt |
| Total Distribution | 0.252743 | TotalDistributionRt |
| Average Distribution | 0.050549 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $80,036,682 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,045,774 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,277 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,058,051 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,974,471 | 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 | $12,277 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,277 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,277 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,533 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35,533 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $23,256 | OverpaymentAmt |
| Applied To ES Tax | $23,256 | 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.JDROWN.ORG | WebsiteAddressTxt |
| Individual With Books | ANN T MILLER | IndividualWithBooksNm |
| Phone | 3102774488 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 AVENUE OF THE STARS | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| DEBORAH KRAKOW | ||||||||
| 1999 AVENUE OF THE STARS SUITE 2330 | LOS ANGELES | CA | 90067 | DIRECTOR | 2.20 | $18,000 | $0 | $0 |
| PHILIP S MAGARAM | ||||||||
| 1999 AVENUE OF THE STARS SUITE 2330 | LOS ANGELES | CA | 90067 | SEC/TREAS, DIRECTOR | 3.30 | $32,400 | $0 | $0 |
| ELAINE MAHONEY | ||||||||
| 1999 AVENUE OF THE STARS SUITE 2330 | LOS ANGELES | CA | 90067 | VICE PRESIDENT, DIRECTOR | 2.10 | $32,400 | $0 | $0 |
| ANN T MILLER | ||||||||
| 1999 AVENUE OF THE STARS SUITE 2330 | LOS ANGELES | CA | 90067 | CHIEF FINANCIAL OFFICER | 37.50 | $103,326 | $9,637 | $0 |
| NORMAN C OBROW | ||||||||
| 1999 AVENUE OF THE STARS SUITE 2330 | LOS ANGELES | CA | 90067 | CHAIRMAN, DIRECTOR | 37.50 | $223,022 | $26,945 | $0 |
| WENDY WACHTELL | ||||||||
| 1999 AVENUE OF THE STARS SUITE 2330 | LOS ANGELES | CA | 90067 | PRESIDENT, DIRECTOR | 37.50 | $212,398 | $24,125 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALYSSA SANTINO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 AVENUE OF THE STARS SUITE 2330 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 37.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $80,000 | CompensationAmt |
| Employee Benefits | $18,521 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST BANK | |||||
| 201 S LAKE AVENUE SUITE 600 | PASADENA | CA | 91101 | CUSTODIAL SERVICES | $81,684 |
| EDGEWOOD MANAGEMENT | |||||
| 535 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $75,142 |
| WELLS CAPITAL MANAGEMENT | |||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | INVESTMENT MANAGEMENT | $72,068 |
| METROPOLITAN WEST | |||||
| 865 S FIGUEROA STREET | LOS ANGELES | CA | 90017 | INVESTMENT MANAGEMENT | $60,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $81,036,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $157,117 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,255,515 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $81,255,515 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,218,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,036,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,001,834 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,001,834 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,277 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,277 | TotalTaxAmt |
| Distributable Before Adj | $3,989,557 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,989,557 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,989,557 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,974,471 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,974,471 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,277 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,962,194 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,989,557 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $377,502 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $717,232 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $615,362 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,710,096 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,974,471 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,989,557 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $984,914 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,695,010 | 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 | $2,695,010 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $377,502 | ExcessFromYear4Amt |
| Excess From Year3 | $717,232 | ExcessFromYear3Amt |
| Excess From Year2 | $615,362 | ExcessFromYear2Amt |
| Excess From Current Year | $984,914 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WENDY WACHTELL PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 AVENUE OF THE STARS SUITE 2330 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3102774488 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSALS SHOULD INCLUDE: A LETTER WITH INFORMATION ABOUT BOTH THE ORGANIZATION AS A WHOLE AND PROJECT IN PARTICULAR; A 501(C)(3) TAX DETERMINATION LETTER FROM THE IRS; A BUDGET FOR BOTH THE ORGANIZATION AS A WHOLE AND THE PROJECT IN PARTICULAR; THE MOST RECENT AUDITED FINANCIAL STATEMENTS; A COPY OF THE MOST RECENT 990 FILED WITH THE IRS; AND A LIST OF THE CURRENT BOARD OF DIRECTORS. ANY ADDITIONAL MATERIALS, SUCH AS ANNUAL REPORT, MAY BE ATTACHED. PROPOSALS SHOULD BE SUBMITTED ONLINE AT WWW.JDROWN.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15, APRIL 15, JULY 15, AND OCTOBER 15 FOR BOARD MEETING IN SECOND MONTH FOLLOWING DEADLINE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY DOES NOT PROVIDE FUNDS TO INDIVIDUALS, ENDOWMENTS, CAPITAL CAMPAIGNS OR BUILDING FUNDS. THE FOUNDATION GENERALLY DOES NOT UNDERWRITE ANNUAL MEETINGS, CONFERENCES OR SPECIAL EVENTS, NOR DOES IT FUND RELIGIOUS PROGRAMS OR PURCHASE TICKETS TO FUNDRAISING EVENTS. MOST OF THE FOUNDATION'S GRANTMAKING IS LIMITED TO PROGRAMS OR ORGANIZATIONS WITHIN THE LOS ANGELES AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1IN6 | |||||||
| 4717 VAN NUYS BLVD SUITE 204 | SHERMAN OAKS | CA | 91403 | PC | OPERATING SUPPORT | $20,000 | |
| A SENSE OF HOME | |||||||
| 1065 ELKGROVE AVE SUITE 2 | VENICE | CA | 90291 | PC | OPERATING SUPPORT | $20,000 | |
| AFTER-SCHOOL ALL-STARS | |||||||
| 5670 WILSHIRE BLVD SUITE 620 | LOS ANGELES | CA | 90036 | PC | OPERATING SUPPORT | $25,000 | |
| ALLIANCE FOR CHILDREN'S RIGHTS | |||||||
| 3333 WILSHIRE BLVD SUITE 550 | LOS ANGELES | CA | 90026 | PC | BRIDGES TO THE FUTURE | $30,000 | |
| ALLIANCE FOR COLLEGE-READY PUBLIC SCHOOLS | |||||||
| 601 SOUTH FIGUEROA ST 4TH FLOOR | LOS ANGELES | CA | 90017 | PC | OPERATING SUPPORT | $75,000 | |
| ALTASEA AT THE PORT OF LOS ANGELES | |||||||
| 222 WEST 6TH STREET SUITE 1010 | SAN PEDRO | CA | 90731 | PC | OPERATING SUPPORT | $50,000 | |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | PC | SOLVING PHLEBITIS AND THROMBOSIS CLINICAL SYNDROMES | $50,000 | |
| ASPIRE PUBLIC SCHOOLS | |||||||
| 1001 22ND AVE SUITE 100 | OAKLAND | CA | 94606 | PC | OPERATING SUPPORT FOR SOUTHEAST LA SCHOOLS | $50,000 | |
| AVPA FOUNDATION - CULVER CITY HIGH SCHOOL | |||||||
| PO BOX 3530 | CULVER CITY | CA | 902313530 | PC | FINANCIAL AID | $5,000 | |
| BALLET HISPANICO | |||||||
| 167 W 89TH STREET | NEW YORK | NY | 10024 | PC | PROGRAM AT GARFIELD HIGH | $25,000 | |
| BARUCH COLLEGE FUND | |||||||
| ONE BERNARD BARUCH WAY BOX A-1603 | NEW YORK | NY | 10010 | PC | TOOLS FOR CLEAR SPEECH PROGRAM | $50,000 | |
| BET TZEDEK | |||||||
| 3250 WILSHIRE BLVD 13TH FL | LOS ANGELES | CA | 900101509 | PC | OPERATING SUPPORT | $25,000 | |
| BRAIN MAPPING MEDICAL RESEARCH ORGANIZATION | |||||||
| 660 CHARLES E YOUNG DRIVE SOUTH | LOS ANGELES | CA | 90095 | PC | OPERATING SUPPORT | $100,000 | |
| BRIGHT PROSPECT | |||||||
| 1460 EAST HOLT AVE SUITE 74 | POMONA | CA | 91767 | PC | OPERATING SUPPORT | $25,000 | |
| BRIGHT STAR SCHOOLS | |||||||
| 5800 HANNUM AVE SUITE 130 | CULVER CITY | CA | 90230 | PC | OPERATING SUPPORT | $50,000 | |
| BRONX CHARTER SCHOOL FOR THE ARTS | |||||||
| 950 LONGFELLOW AVENUE | BRONX | NY | 10474 | PC | OPERATING SUPPORT | $5,000 | |
| CALIFORNIA COLLEGIATE CHARTER SCHOOL | |||||||
| 2009 W MARTIN LUTHER KING JR BLVD | LOS ANGELES | CA | 90062 | PC | OPERATING SUPPORT | $25,000 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | PC | EDUCATION PROGRAMS | $25,000 | |
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION | |||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 913308308 | PC | MARILYN MAGARAM CENTER | $250,000 | |
| CANCER SUPPORT COMMUNITY-SANTA MONICA | |||||||
| 1990 S BUNDY DRIVE SUITE 100 | LOS ANGELES | CA | 90025 | PC | OPERATING SUPPORT | $25,000 | |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRE PLAZA DRIVE ROOM 1100 | MONTEREY PARK | CA | 917542142 | PC | OPERATING SUPPORT | $25,000 | |
| CEDARS-SINAI MEDICAL CENTER - MAXINE DUNITZ NEUROSURGICAL INSTITUTE | |||||||
| 127 S SAN VICENTE BLVD AHSP SUITE | LOS ANGELES | CA | 90048 | PC | IMMUNOLOGY PROGRAM RESEARCH | $63,000 | |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | PC | BOARD OF GOVERNORS REGENERATIVE MEDICINE INSTITUTE'S PARKINSON'S RESEARCH | $100,000 | |
| CENTER FOR WORKING FAMILIES - WORKING BOYS CENTER | |||||||
| 12605 W NORTH AVE 130 | BROOKFIELD | WI | 530054629 | PC | OPERATING SUPPORT | $25,000 | |
| CENTER THEATRE GROUP | |||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | PC | AUGUST WILSON PROGRAM | $10,000 | |
| CHILDREN'S BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD SUITE 210 | SHERMAN OAKS | CA | 91403 | PC | FULL RECOVERY PROGRAM | $25,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | PC | MY VOICE ADOLESCENT TRANSITION PROGRAM | $25,000 | |
| CITIZENS OF THE WORLD LOS ANGELES | |||||||
| 5371 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90036 | PC | OPERATING SUPPORT | $25,000 | |
| CITY YEAR LOS ANGELES | |||||||
| 606 SOUTH OLIVE ST 2ND FLOOR | LOS ANGELES | CA | 90014 | PC | OPERATING SUPPORT | $25,000 | |
| COALITION FOR ENGAGED EDUCATION | |||||||
| 3131 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | PC | OPERATING SUPPORT | $50,000 | |
| COLLEGE OF THE DESERT FOUNDATION | |||||||
| 43-500 MONTEREY AVENUE | PALM DESERT | CA | 92260 | PC | OPERATING SUPPORT FOR VETERAN'S PROGRAM | $10,000 | |
| COLLEGE TRACK | |||||||
| 2130 E 1ST ST | LOS ANGELES | CA | 90033 | PC | OPERATING SUPPORT | $25,000 | |
| COMMON SENSE MEDIA | |||||||
| 650 TOWNSEND ST SUITE 435 | SAN FRANCISCO | CA | 94103 | PC | LOS ANGELES AREA PROGRAMMING | $50,000 | |
| COMMUNITY PARTNERS INC | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | OPERATING SUPPORT FOR COLLEGE MATCH | $25,000 | |
| COMMUNITY PARTNERS INC | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | OPERATING SUPPORT FOR AFRICAN AMERICAN BOARD LEADERSHIP INSTITUTE | $20,000 | |
| CONNECTING CULTURES MOBILE MUSEUM | |||||||
| 2558 AIKEN AVE | LOS ANGELES | CA | 90064 | PC | OPERATING SUPPORT | $10,000 | |
| COUNCIL ON FOUNDATIONS | |||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | PC | 2017 MEMBERSHIP CONTRIBUTION | $13,100 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA INC | |||||||
| 10350 SANTA MONICA BLVD SUITE 120 | LOS ANGELES | CA | 90025 | PC | OPERATING SUPPORT | $25,000 | |
| CROSSROADS COMMUNITY OUTREACH FOUNDATION | |||||||
| 1714 21ST STREET | SANTA MONICA | CA | 904043917 | PC | P.S. SCIENCE | $25,000 | |
| CURE CERVICAL CANCER | |||||||
| 468 N CAMDEN DR 200 | BEVERLY HILLS | CA | 90210 | PC | OPERATING SUPPORT | $60,000 | |
| EDGE FOUNDATION | |||||||
| 2017 FAIRVIEW AVE EAST SUITE I | SEATTLE | WA | 98102 | PC | IN-SCHOOL COACHING PROGRAM IN LOS ANGELES | $25,000 | |
| EDUCATORS FOR EXCELLENCE INC | |||||||
| 448 SOUTH HILL STREET SUITE 708 | LOS ANGELES | CA | 90013 | PC | OPERATING SUPPORT | $25,000 | |
| ENVIRONMENTAL CHARTER SCHOOLS | |||||||
| 812 WEST 165TH PLACE | LOS ANGELES | CA | 90247 | PC | OPERATING SUPPORT | $25,000 | |
| EXCEPTIONAL CHILDREN'S FOUNDATION | |||||||
| 8740 W WASHINGTON BLVD | CULVER CITY | CA | 90232 | PC | KAYNE ERAS CENTER | $10,000 | |
| FREE ARTS FOR ABUSED CHILDREN | |||||||
| 11099 S LA CIENEGA BLVD 235 | LOS ANGELES | CA | 90045 | PC | CHILDREN'S COURT PROGRAM | $10,000 | |
| FREE THE CHILDREN | |||||||
| 940 WESTMOUNT DRIVE SUITE 304 | LOS ANGELES | CA | 90069 | PC | WE SCHOOLS OPERATING SUPPORT | $25,000 | |
| FREEDOM WRITERS FOUNDATION | |||||||
| 3335 EAST OCEAN BLVD | LONG BEACH | CA | 90853 | PC | FREEDOM WRITER TEACHER'S INSTITUTE | $10,000 | |
| FRIENDS OF THE SEMEL INSTITUTE FOR NEUROSCIENCE & HUMAN BEHAVIOR AT UCLA | |||||||
| 760 WESTWOOD PLAZA 57-440 | LOS ANGELES | CA | 90024 | PC | NEUROMODULATION SCHOLARS TRAINING PROGRAM | $25,000 | |
| FULFILLMENT FUND | |||||||
| 6100 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | PC | OPERATING SUPPORT | $25,000 | |
| GEFFEN PLAYHOUSE INC | |||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | PC | HIGH SCHOOL PARTNERSHIP PROGRAM | $15,000 | |
| GILDA'S CLUB DESERT CITIES | |||||||
| 73555 ALESSANDRO DRIVE | PALM DESERT | CA | 92260 | PC | OPERATING SUPPORT | $15,000 | |
| GIRLS ATHLETIC LEADERSHIP SCHOOL LOS ANGELES | |||||||
| 15040 ROSCOE BLVD | PANORAMA CITY | CA | 91402 | PC | OPERATING SUPPORT | $50,000 | |
| GUIDE DOGS OF THE DESERT | |||||||
| PO BOX 1692 | PALM SPRINGS | CA | 92263 | PC | CLIENT AND GUIDE DOG TRAINING PROGRAM | $25,000 | |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | STUDIO CITY | CA | 916040037 | PC | FINANCIAL AID | $75,000 | |
| HAZELDEN BETTY FORD FOUNDATION | |||||||
| 39000 BOB HOPE DRIVE DANIELS | RANCHO MIRAGE | CA | 92270 | PC | CHILDREN'S PROGRAM | $25,000 | BUILDING |
| IMAGINATION WORKSHOP | |||||||
| 760 WESTWOOD PLAZA | LOS ANGELES | CA | 90024 | PC | OPERATING SUPPORT | $5,000 | |
| INNER-CITY ARTS | |||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | PC | OPERATING SUPPORT | $25,000 | |
| INNER-CITY FILMMAKERS | |||||||
| 3000 WEST OLYMPIC BLVD BUILDING 3 | SANTA MONICA | CA | 90404 | PC | 3-STEP EDUCATION PROGRAMMING | $25,000 | SUITE 2366 |
| INSTITUTE FOR EDUCATIONAL ADVANCEMENT | |||||||
| 569 SOUTH MARENGO AVENUE | PASADENA | CA | 91101 | PC | OPERATING SUPPORT | $20,000 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | PC | OPERATING SUPPORT | $25,000 | |
| JEWISH HOME FOR THE AGING OF GREATER LA | |||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | PC | OPERATING SUPPORT | $50,000 | |
| JOE TORRE SAFE AT HOME FOUNDATION | |||||||
| 55 WEST 39TH STREET SUITE 600 | NEW YORK | NY | 10018 | PC | MARGARET'S PLACE AT MARINA DEL REY MIDDLE SCHOOL | $25,000 | |
| LA GOAL | |||||||
| 4911 OVERLAND AVENUE | CULVER CITY | CA | 90230 | PC | VOCATIONAL & LIFE SKILLS PROGRAMS | $10,000 | |
| LA'S PROMISE | |||||||
| 202 W 1ST ST SUITE 160 | LOS ANGELES | CA | 90012 | PC | OPERATING SUPPORT | $50,000 | |
| LEARNING WITH A DIFFERENCE INC - WESTMARK SCHOOL | |||||||
| 5461 LOUISE AVE | ENCINO | CA | 91316 | PC | FINANCIAL AID | $20,000 | |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 WEST FIFTH STREET | LOS ANGELES | CA | 90071 | PC | CAREER ONLINE HIGH SCHOOL | $25,000 | |
| LIFT LOS ANGELES | |||||||
| 1910 MAGNOLIA AVE | LOS ANGELES | CA | 90007 | PC | OPERATING SUPPORT | $50,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | PC | EVENINGS FOR EDUCATORS | $20,000 | |
| LOS ANGELES EDUCATIONAL PARTNERSHIP | |||||||
| 202 W 1ST STREET SUITE 6-0410 | LOS ANGELES | CA | 90012 | PC | OPERATING SUPPORT | $25,000 | |
| LOS ANGELES MUSEUM OF THE HOLOCAUST | |||||||
| 100 SOUTH GROVE DRIVE | LOS ANGELES | CA | 90036 | PC | OPERATING SUPPORT | $25,000 | |
| LOS ANGELES TEAM MENTORING | |||||||
| 145 SOUTH SPRING STREET SUITE 725 | LOS ANGELES | CA | 90012 | PC | OPERATING SUPPORT | $10,000 | |
| LOS ANGELES WORLD AFFAIRS COUNCIL | |||||||
| 3535 HAYDEN AVE SUITE 200 | CULVER CITY | CA | 90232 | PC | HIGH SCHOOL PROGRAM | $10,000 | |
| LOS ANGELES YOUTH NETWORK | |||||||
| 1853 TAFT AVENUE | LOS ANGELES | CA | 90028 | PC | EDUCATION & ENRICHMENT PROGRAM | $25,000 | |
| MONTEREY JAZZ FESTIVAL | |||||||
| PO BOX JAZZ | MONTEREY | CA | 93942 | PC | YOUTH JAZZ EDUCATION PROGRAMS | $5,000 | |
| MOUNT SAINT MARY'S UNIVERSITY | |||||||
| 12001 CHALON ROAD | LOS ANGELES | CA | 90049 | PC | PEER WELLNESS ADVOCATE PROGRAM | $50,000 | |
| MUSEIQUE | |||||||
| 300 EAST GREEN STREET THIRD FLOOR | PASADENA | CA | 91101 | PC | OPERATING SUPPORT | $20,000 | |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 250 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | ART START AND TEEN PROGRAM | $25,000 | |
| NATIONAL CHILDREN'S CHORUS | |||||||
| 580 HILGARD AVE 29 | LOS ANGELES | CA | 90024 | PC | LOS ANGELES SCHOLARSHIPS | $5,000 | |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | |||||||
| 6800 WHEELER CANYON RD | SANTA PAULA | CA | 93060 | PC | OPERATING SUPPORT | $30,000 | |
| NATIONAL JEWISH HEALTH | |||||||
| 14724 VENTURA BLVD SUITE 1004 | SHERMAN OAKS | CA | 91403 | PC | OPERATING SUPPORT | $10,000 | |
| NATIONAL PUBLIC RADIO | |||||||
| 1111 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | PC | NPR WEST | $10,000 | |
| NATURAL HISTORY MUSEUM OF LOS ANGELES COUNTY | |||||||
| 900 EXPOSITION DRIVE | LOS ANGELES | CA | 90007 | PC | SCHOOL AND TEACHER PROGRAMS | $25,000 | |
| NATUREBRIDGE | |||||||
| 28 GEARY STREET SUITE 650 | SAN FRANCISCO | CA | 94108 | PC | ENVIRONMENTAL SCIENCE PROGRAM | $20,000 | |
| OCEAN PARK COMMUNITY CENTER | |||||||
| 1453 16TH STREET | SANTA MONICA | CA | 90404 | PC | PACIFIC PALISADES TASK FORCE FOR THE HOMELESS | $10,000 | |
| ONE VOICE | |||||||
| 1228 15TH STREET SUITE C | SANTA MONICA | CA | 90404 | PC | COLLEGE SCHOLARS PROGRAM | $50,000 | |
| OUTWARD BOUND CALIFORNIA | |||||||
| 1539 PERSHING DRIVE | SAN FRANCISCO | CA | 94129 | PC | PINNACLE SCHOLARSHIPS FOR LOS ANGELES STUDENTS | $25,000 | |
| PARENT REVOLUTION | |||||||
| 315 WEST 9TH STREET SUITE 904 | LOS ANGELES | CA | 90015 | PC | OPERATING SUPPORT | $25,000 | |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | |||||||
| 1540 WILSHIRE BLVD 200 | LOS ANGELES | CA | 90017 | PC | OPERATING SUPPORT | $50,000 | |
| PARTNERSHIP SCHOLARS PROGRAM | |||||||
| PO BOX 156 | EL SEGUNDO | CA | 90245 | PC | OPERATING SUPPORT | $25,000 | |
| PEACOCK FOUNDATION | |||||||
| PO BOX 372 | NORTH HOLLYWOOD | CA | 91603 | PC | OPERATING SUPPORT | $5,000 | |
| PETERSEN AUTOMOTIVE MUSEUM | |||||||
| 6060 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | PC | K-12 EDUCATION PROJECT | $10,000 | |
| POSSE FOUNDATION INC | |||||||
| 515 SOUTH FIGUEROA ST SUITE 300 | LOS ANGELES | CA | 90071 | PC | OPERATING SUPPORT | $25,000 | |
| POWERMYLEARNING | |||||||
| 800 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90017 | PC | OPERATING SUPPORT | $25,000 | |
| PROCONORG | |||||||
| 233 WILSHIRE BLVD SUITE 200 | SANTA MONICA | CA | 90401 | PC | OPERATING SUPPORT | $100,000 | |
| PUENTE LEARNING CENTER | |||||||
| 501 S BOYLE AVENUE | LOS ANGELES | CA | 90033 | PC | OPERATING SUPPORT | $25,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 4560 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | PC | COUPLES AGAINST LEUKEMIA | $75,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 4560 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | PC | CAMP RONALD MCDONALD FOR GOOD TIMES | $25,000 | |
| SHANE'S INSPIRATION | |||||||
| 15213 BURBANK BLVD | VAN NUYS | CA | 91411 | PC | TOGETHER, WE ARE ABLE | $25,000 | |
| SHARE OUR STRENGTH | |||||||
| 1030 15TH STREET NW SUITE 1100 W | WASHINGTON | DC | 20005 | PC | NO KID HUNGRY LOS ANGELES | $25,000 | |
| SOUND BODY SOUND MIND FOUNDATION | |||||||
| 11100 SANTA MONICA BLVD SUITE 1910 | LOS ANGELES | CA | 90025 | PC | FITNESS CENTER SUPPORT | $25,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 NORTH ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | PC | 2016 MEMBERSHIP CONTRIBUTION | $7,650 | |
| ST ANNE'S MATERNITY HOME | |||||||
| 155 NORTH OCCIDENTAL BLVD | LOS ANGELES | CA | 900264641 | PC | RESIDENTIAL TREATMENT PROGRAM | $25,000 | |
| STOLENYOUTH | |||||||
| PO BOX 296 | SEATTLE | WA | 98111 | PC | OPERATING SUPPORT | $25,000 | |
| SUSTAINABLE CONSERVATION | |||||||
| 98 BATTERY STREET SUITE 302 | SAN FRANCISCO | CA | 94111 | PC | OPERATING SUPPORT | $25,000 | |
| THE CITY COLLEGE FUND | |||||||
| 160 CONVENT AVENUE SHEPARD HALL | NEW YORK | NY | 10031 | PC | FINANCIAL AID | $5,000 | ROOM 166 |
| THE GABRIELLA FOUNDATION | |||||||
| 639 SOUTH COMMONWEALTH SUITE B | LOS ANGELES | CA | 90005 | PC | EVERYBODY DANCE! | $25,000 | |
| THE JESTER & PHARLEY PHUND | |||||||
| PO BOX 817 | PALOS VERDES ESTATES | CA | 90274 | PC | READING MAKES A DIFFERENCE | $10,000 | |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD NO410 | SANTA MONICA | CA | 90403 | PC | STUART HOUSE | $50,000 | |
| THE UCLA FOUNDATION - DEPARTMENT OF ENGLISH | |||||||
| 1309 MURPHY HALL BOX 951413 | LOS ANGELES | CA | 900951438 | PC | AUTHOR-IN-RESIDENCE PROGRAM | $25,000 | |
| THE UCLA FOUNDATION - SCHOOL OF THEATER FILM AND TELEVISION | |||||||
| 202 EAST MELNITZ BOX 951622 | LOS ANGELES | CA | 900951622 | PC | ARTSBRIDGE PROGRAM | $10,000 | |
| TRASH FOR TEACHING | |||||||
| 12815 S WESTERN AVE | GARDENA | CA | 90249 | PC | OPERATING SUPPORT | $10,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3720 S FLOWER STREET 3RD FLOOR | LOS ANGELES | CA | 90089 | PC | NEIGHBORHOOD ACADEMIC INITIATIVE | $25,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 650 CHILDS WAY RGL 210 | LOS ANGELES | CA | 90089 | PC | CENTER ON PHILANTHROPY & PUBLIC POLICY | $50,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 900 WEST 34TH STREET ROOM 465 | LOS ANGELES | CA | 90089 | PC | MISC PROGRAM | $15,000 | |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | PC | OPERATING SUPPORT | $40,000 | |
| VISION TO LEARN | |||||||
| 11611 SAN VICENTE BLVD SUITE 500 | LOS ANGELES | CA | 90049 | PC | OPERATING SUPPORT | $25,000 | |
| VISTA DEL MAR CHILD AND FAMILY SERVICES | |||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | PC | ADOPTION RESOURCE CENTER | $50,000 | |
| WESTCHESTER SECONDARY CHARTER SCHOOL | |||||||
| 7001 S ST ANDREWS PLACE | LOS ANGELES | CA | 90047 | PC | OPERATING SUPPORT | $25,000 | |
| WESTSIDE NEIGHBORHOOD SCHOOL | |||||||
| 5401 BEETHOVEN STREET | LOS ANGELES | CA | 90066 | PC | FINANCIAL AID | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,618,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1IN6 | |||||||
| 4717 VAN NUYS BLVD SUITE 204 | SHERMAN OAKS | CA | 91403 | PC | OPERATING SUPPORT | $25,000 | |
| ATLANTIC LEGAL FOUNDATION | |||||||
| 500 MAMARONECK AVE SUITE 320 | HARRISON | NY | 10528 | PC | CHARTER SCHOOL ADVOCACY | $10,000 | |
| CALIFORNIA CHARTER SCHOOLS ASSOCIATION | |||||||
| 250 E 1ST STREET SUITE 1000 | LOS ANGELES | CA | 90012 | PC | OPERATING SUPPORT | $25,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 EAST CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | PC | PROJECT SCIENTIST AND COMMUNITY SCIENCE ACADEMIES | $30,000 | |
| CAMINO NUEVO CHARTER ACADEMY | |||||||
| 3435 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | PC | OPERATING SUPPORT | $25,000 | |
| CENTER FOR POWERFUL PUBLIC SCHOOLS | |||||||
| 350 S BIXEL STREET SUITE 180 | LOS ANGELES | CA | 90017 | PC | LINKED LEARNING | $25,000 | |
| HELPGUIDEORG INTERNATIONAL | |||||||
| 1250 SIXTH STREET SUITE 400 | SANTA MONICA | CA | 90401 | PC | CAPACITY BUILDING | $25,000 | |
| INNER-CITY FILMMAKERS | |||||||
| 3000 WEST OLYMPIC BLVD BUILDING 3 | SANTA MONICA | CA | 90404 | PC | 3-STEP EDUCATION PROGRAMMING | $25,000 | SUITE 2366 |
| LIFT LOS ANGELES | |||||||
| 1910 MAGNOLIA AVE | LOS ANGELES | CA | 90007 | PC | OPERATING SUPPORT | $50,000 | |
| LOS ANGELES POLICE ACADEMY MAGNET SCHOOLS FOUNDATION | |||||||
| 5651 W MANCHESTER AVE | LOS ANGELES | CA | 90019 | PC | POLICE ORIENTATION PREPARATION PROGRAM | $15,000 | |
| NEW VILLAGE GIRLS ACADEMY | |||||||
| 147 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | PC | OPERATING SUPPORT | $15,000 | |
| OCEAN PARK COMMUNITY CENTER | |||||||
| 1453 16TH STREET | SANTA MONICA | CA | 90404 | PC | PACIFIC PALISADES TASK FORCE FOR THE HOMELESS | $10,000 | |
| OUR HOUSE GRIEF SUPPORT CENTER | |||||||
| 1663 SAWTELLE BLVD SUITE 300 | LOS ANGELES | CA | 900253191 | PC | SCHOOL-BASED GRIEF SUPPORT GROUPS | $25,000 | |
| PARA LOS NINOS | |||||||
| 500 LUCAS AVENUE | LOS ANGELES | CA | 90017 | PC | OPERATING SUPPORT FOR CHARTER SCHOOLS | $25,000 | |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | PC | FRESHMAN SCHOLARS INSTITUTE AND SCHOLARS INSTITUTE FELLOWS PROGRAM | $60,000 | |
| STOLENYOUTH | |||||||
| PO BOX 296 | SEATTLE | WA | 98111 | PC | OPERATING SUPPORT | $25,000 | |
| THE FRIENDS OF THE EXPO CENTER | |||||||
| 3980 BILL ROBERTSON LANE | LOS ANGELES | CA | 90037 | PC | OPERATING SUPPORT | $25,000 | |
| THE LEAP FOUNDATION | |||||||
| 2080 CENTURY PARK EAST SUITE 415 | LOS ANGELES | CA | 900672019 | PC | OPERATING SUPPORT | $10,000 | |
| THE LOS ANGELES PARKS FOUNDATION | |||||||
| 2650 N COMMONWEALTH AVE | LOS ANGELES | CA | 90027 | PC | OPERATING SUPPORT | $25,000 | |
| UNITED FRIENDS OF THE CHILDREN | |||||||
| 1055 WILSHIRE BLVD SUITE 1955 | LOS ANGELES | CA | 90016 | PC | COLLEGE READINESS PROGRAM | $45,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3720 SOUTH FLOWER STREET CUB THIRD | LOS ANGELES | CA | 900890701 | PC | LOS ANGELES SERVICE ACADEMY | $25,000 | FLOOR |
| YOUTH POLICY INSTITUTE | |||||||
| 6464 SUNSET BLVD SUITE 650 | LOS ANGELES | CA | 90028 | PC | GIRLS & GANGS PROGRAM | $20,000 | |
| YOUTH SCIENCE CENTER | |||||||
| 17063 WEDGEWORTH DRIVE | HACIENDA HEIGHTS | CA | 91745 | PC | OPERATING SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $590,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,035,141 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,376,334 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,411,597 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,411,597 | 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 FEES | CategoryTxt |
| Amt | $58,611 | Amt |
| Net Investment Income | $52,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,861 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DOMESTIC & FOREIGN BONDS | BondNm |
| EOY Book Value | $5,097,044 | EOYBookValueAmt |
| EOYFMV | $5,097,044 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC STOCK | $38,092,591 | $38,092,591 |
| INT'L EQUITY & EQUITY FUNDS | $10,288,306 | $10,288,306 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,977,099 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,977,099 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $540,229 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $540,229 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS - SALIENT PRIVATE ACCESS TEI FUND | FMV | $2,521,445 | $2,521,445 |
| ALTERNATIVE INVESTMENTS - BLACKSTONE PARTNERS FUND | FMV | $8,864,071 | $8,864,071 |
| ASSET BACKED SECURTITIES-METWEST | FMV | $1,843,064 | $1,843,064 |
| NON GOVT. CMOS-METWEST | FMV | $478,574 | $478,574 |
| INTERNATIONAL EQUITY- JOHNSTON | FMV | $7,122,264 | $7,122,264 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROPERTY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $169,254 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $129,140 | AccumulatedDepreciationAmt |
| Book Value | $40,114 | BookValueAmt |
| EOYFMV | $40,114 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $29,964 | LegalFeesAmt |
| Net Investment Income | $14,982 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,982 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST & DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $80,192 | BOYBookValueAmt |
| EOY Book Value | $88,787 | EOYBookValueAmt |
| EOYFMV | $88,787 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SUPPLIES AND EXPENSES | $19,089 | $9,545 | $9,544 |
| DUES AND SUBSCRIPTIONS | $3,348 | $335 | $3,013 |
| OFFICE SUPPLIES AND EXPENSES | $19,725 | $8,311 | $11,414 |
| INSURANCE | $14,600 | $3,650 | $10,950 |
| MISCELLANEOUS EXPENSES | $1,096 | $508 | $588 |
| GRANT EXPENSES | $1,207 | $0 | $1,207 |
| PARKING | $16,212 | $8,106 | $8,106 |
| LONG TERM DISABILITY EXPENSE | $775,547 | $0 | $775,547 |
| STORAGE | $6,965 | $3,483 | $3,483 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $6,758,373 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $87,197 | BOYBookValueAmt |
| EOY Book Value | $222,362 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $314,850 | Amt |
| Net Investment Income | $314,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $39,307 | $19,654 | $19,653 |
| FEDERAL EXCISE TAX | $156,650 | $0 | $0 |
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