BROAD FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BROAD FOUNDATION (EIN 95-4686318)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-10
IRS object ID
201613159349100336
Schema version
2015v2.1
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)
Return2016-11-10T11:55:55-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954825872PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FAMILY OFFICE FINANCIAL SERVICES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVE OF THE STARS STE 3000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954686318EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ELI AND EDYTHE BROAD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBROABusinessNameControlTxt
Phone3109545026PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 AVENUE OF THE STARS NO 3000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCINDY S QUANE POAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3109545026PhoneNum
Signature2016-11-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01323477PTIN
Phone3109545025PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,842,260,094FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,385InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,385InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,743,439DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,805,025DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$108,394,158NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$402,188,852GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$129,570,221CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$30,817,767OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$34,207,131OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$99,327,215TotalRevAndExpnssAmt
Total Net Invst Incm$118,175,500TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$639,124CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$639,124CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,322,600OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,368,096OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$352,393PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$419,241PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$266,955LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$8,169LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$268,892LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$107,430AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$53,715AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$53,715AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,601,551OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,174,150OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,677,612OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,788,309TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,260TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$346,502DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$457,185OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$458,127OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$267,582TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$232,618TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$19,844,412OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17,840,727OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$273,207OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,994,043TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,076,761TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,391,892TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$48,221,352ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$97,594,290ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,215,395TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,076,761TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$103,986,182TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,111,820ExcessRevenueOverExpensesAmt
Net Investment Income$98,098,739NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,785,448CashBOYAmt
Cash EOY$2,634,330CashEOYAmt
Cash EOYFMV$2,634,330CashEOYFMVAmt
Sav And Temp Cash Invst BOY$74,156,641SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$141,054,648SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$141,054,648SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$126,938AcctRcvblBOYAmt
Other Investments BOY$1,788,892,477OtherInvestmentsBOYAmt
Other Investments EOY$1,638,813,708OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,638,813,708OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,357,773LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$915,005LandBldgEquipAccumDeprecAmt
Land BOY$1,749,730LandBOYAmt
Land EOY$1,442,768LandEOYAmt
Land EOYFMV$1,442,768LandEOYFMVAmt
Other Assets BOY$72,699,501OtherAssetsBOYAmt
Other Assets EOY$58,314,640OtherAssetsEOYAmt
Other Assets EOYFMV$58,314,640OtherAssetsEOYFMVAmt
Total Assets BOY$1,941,410,735TotalAssetsBOYAmt
Total Assets EOY$1,842,260,094TotalAssetsEOYAmt
Total Assets EOYFMV$1,842,260,094TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,702,837AccountsPayableBOYAmt
Accounts Payable EOY$2,063,810AccountsPayableEOYAmt
Grants Payable BOY$512,314,924GrantsPayableBOYAmt
Grants Payable EOY$462,941,986GrantsPayableEOYAmt
Other Liabilities BOY$5,130,511OtherLiabilitiesBOYAmt
Other Liabilities EOY$4,378,497OtherLiabilitiesEOYAmt
Total Liabilities BOY$519,148,272TotalLiabilitiesBOYAmt
Total Liabilities EOY$469,384,293TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,422,262,463UnrestrictedBOYAmt
Unrestricted EOY$1,372,875,801UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,422,262,463TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,372,875,801TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,941,410,735TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,842,260,094TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,422,262,463TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,111,820ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,442,374,283SubtotalAmt
Other Decreases$69,498,482OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,372,875,801TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2015-01-012015-12-31$68,633,341$15,041,929$53,591,412$53,591,412
PUBLICLY TRADED SECURITIES2014-01-012015-12-31$28,723,491$29,043,021-$319,530-$319,530
FORTRESS RESIDENTIAL2013-01-012015-12-31$0$0D
TARGET VALUE FUND2011-09-282015-10-19$17,780,286$15,000,000$2,780,286$2,780,286P
MORGAN STANLEY ASIA EX-JAPAN2007-02-012015-12-01$10,023$10,023$10,023P
BREVAN HOWARD2011-08-312015-12-01$9,311,614$7,495,302$1,816,312$1,816,312P
ETON PARK2007-12-312015-12-01$277,228$277,228$277,228P
GOLDMAN SACHS INV PARTNERS2008-01-022015-12-01$3,016,633$2,428,581$588,052$588,052P
BROOKSIDE CAPITAL PARTNERS2002-04-012015-12-01$496,842$496,842$496,842P
DRAGONEER2012-10-102015-12-01$3,602,175$948,627$2,653,548$2,653,548P
ESL LIMITED2002-05-012015-12-01$37,870$37,870$37,870P
TPG AXON PARTNERS2004-12-312015-12-01$119,762$119,762$119,762P
ROUTE ONE2010-10-292015-12-01$6,840,352$5,000,000$1,840,352$1,840,352P
PERRY PARTNERS2002-10-302015-12-01$72,299$72,299$72,299P
ITHAN CREEK INVESTORS2008-06-022015-12-01$940,598$940,598$940,598P
KING STREET CAPITAL2007-12-312015-12-01$86,236$86,236$86,236P
SILVER POINT2007-12-312015-12-01$367,306$367,306$367,306P
CENTERBRIDGE CREDIT PARTNERS2007-11-012015-12-01$119,882$119,882$119,882P
GOLDENTREE MASTER FUND2007-12-312015-12-01$27,298$27,298$27,298P
SOUND POINT BEACON2013-11-132015-12-01$18,664,885$15,000,000$3,664,885$3,664,885P
WELLINGTON COMMODITIES2011-03-012015-12-01$609,397$609,397$0$0P
PALOMINO FUND2006-10-022015-12-23$2,185,236$2,185,236$2,185,236P
RIALTO CO-INVESTMENT2011-03-252015-12-28$2,100,000$1,827,775$272,225$272,225P
ARES SPECIAL PURPOSE2008-06-112015-12-28$2,041$2,041$2,041P
T32007-02-232015-12-31$0$0P
OAKTREE CAPITAL2009-08-192015-12-31$0$0P
TGP CO-INVEST2009-10-262015-12-31$0$0P
RIVA CAPITAL2010-06-302015-12-31$295,231$295,231$295,231D
ARES ELIS2012-06-302015-12-31$126-$126-$126D
SPO PARTNERS II2013-01-012015-12-31$54,838,771$44,195,505$10,643,266$10,643,266D
CRESTVIEW I2013-01-012015-12-31$568,185$75,014$493,171$493,171D
APOLLO CREDIT OPP II2013-01-012015-12-31$3,930,854$44,780$3,886,074$3,886,074D
DLJ MERCHANT BANKING III2000-09-292015-12-31$11,181,585$11,189,257-$7,672-$7,672P
DLJ OVERSEAS2000-09-292015-12-31$11,234,972$11,026,461$208,511$208,511P
FORSTMANN LITTLE2001-06-222015-12-31$12,174,278$12,138,747$35,531$35,531P
TPG VI AIV2008-04-172015-12-31$674,744$2,056,528-$1,381,784-$1,381,784P
DW CATALYST2015-12-312015-12-31$2,780,900$2,780,900$2,780,900P
EQUITY INDEX HEDGE2015-01-012015-10-29$10,738,170-$10,738,170-$10,738,170P
EQUITY INDEX HEDGE2015-01-012015-11-06$2,323,619-$2,323,619-$2,323,619P
EQUITY INDEX HEDGE2015-01-012015-11-06$6,028,055-$6,028,055-$6,028,055P
PARTNERSHIP PASS THROUGH - BOOK2015-01-012015-12-31$3,398,960$3,398,960$0$0P
PARTNERSHIP PASS THROUGH - TAX2014-01-012015-12-31$77,008,777$77,008,777$0$0P
PARTNERSHIP PASS THROUGH - BOOK2015-01-012015-12-31$2,728,375$2,728,375$2,728,375P
PARTNERSHIP PASS THROUGH - TAX2014-01-012015-12-31$56,752,387$56,752,387$56,752,387P
CAPITAL GAINS DIVIDENDS2015-12-312015-12-31$596,038$596,038$596,038P
FieldValueIRS element (for citing)
Capital Gain Net Income$129,570,221CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$185,794,701AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,881,859,347NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.098729DistributionYr1Rt
Adjusted Qlfy Distri Yr2$120,086,211AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,788,206,332NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.067155DistributionYr2Rt
Adjusted Qlfy Distri Yr3$158,681,628AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,640,037,797NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.096755DistributionYr3Rt
Adjusted Qlfy Distri Yr4$156,375,909AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,657,218,388NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.094360DistributionYr4Rt
Adjusted Qlfy Distri Yr5$136,595,723AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,517,318,724NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.090024DistributionYr5Rt
Total Distribution0.447023TotalDistributionRt
Average Distribution0.089405AverageDistributionRt
Net Vl Noncharitable Assets$1,886,558,367NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$168,667,751AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$980,987NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$169,648,738AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$106,062,438QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,961,975InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,961,975SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,961,975TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,413,977EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$650,000AppliedToEsTaxAmt
Total Payments And Credits$3,063,977TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3,941EsPenaltyAmt
Overpayment$1,098,061OverpaymentAmt
Applied To ES Tax$1,098,061AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BROADFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksFAMILY OFFICE FINANCIAL SERVICES LIndividualWithBooksNm
Phone3109545025PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVENUE OF THE STARS STE 3000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELI BROAD
2121 AVENUE OF THE STARS SUITE 3000LOS ANGELESCA90067TRUSTEE, CHAIRMAN30.00$60,000$0$0
EDYTHE L BROAD
2121 AVENUE OF THE STARS SUITE 3000LOS ANGELESCA90067CO-TRUSTEE1.00$0$0$0
BRUCE REED PART YEAR
2121 AVENUE OF THE STARS SUITE 3000LOS ANGELESCA90067PRESIDENT (PART YEAR)40.00$380,160$0$0
PAUL PASTOREK PART YEAR
2121 AVENUE OF THE STARS SUITE 3000LOS ANGELESCA90067PRESIDENT, EDUCATION (PART YEAR)40.00$198,964$12,043$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
GREGORY MCGINITY
2121 AVENUE OF THE STARS STE 3000LOS ANGELESCA90067SENIOR MANAGING DIRE32.00$240,000$32,755$0
LUIS DE LA FUENTE
2121 AVENUE OF THE STARS STE 3000LOS ANGELESCA90067MANAGING DIRECTOR38.00$172,575$23,459$0
QUE NANCY
2121 AVENUE OF THE STARS STE 3000LOS ANGELESCA90067DIRECTOR, THE BROAD40.00$127,740$25,714$0
CHI SUE
2121 AVENUE OF THE STARS STE 3000LOS ANGELESCA90067DIRECTOR38.00$121,225$16,897$0
ACOSTA ISABEL
2121 AVENUE OF THE STARS STE 3000LOS ANGELESCA90067DIRECTOR38.00$118,958$18,706$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k8OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
FAMILY OFFICE INVESTMENT SERVICES LLC
2121 AVENUE OF THE STARS SUITE 3000LOS ANGLESCA90067INVESTMENT SERVICES$1,988,155
FAMILY OFFICE FINANCIAL SERVICES LLC
2121 AVENUE OF THE STARS SUITE 3000LOS ANGLESCA90067ACCTG, ADMIN, TECH, HR, PR, TAX MGMT$1,433,970
RTI INTERNATIONAL
2150 SHATTUCK AVEBERKELEYCA94704SCHOOL DISTRICT ANALYSIS$286,941
PASTOREK PARTNERS LLC
8913 DARBY LANERIVER RIDGELA70123ED PROGRAM SERVICES$238,000
GRAND ISLE GROUP
509 OCTAVIA STNEW ORLEANSLA70115ED PROGRAM SERVICES$228,000
FieldValueIRS element (for citing)
Contractor Paid Over50k7ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1TO SUPPORT HIGH PERFORMING NONPROFIT CHARTER SCHOOLS BY PROVIDING SUCH CHARTER SCHOOLS WITH FINANCING FOR THE ACQUISITION, CONSTRUCTION, RENOVATION AND LEASEHOLD IMPROVEMENT OF CHARTER SCHOOL FACILITIES ON FAVORABLE TERMS.Description1Txt
Expenses1$700,000Expenses1Amt
Description2TO SUPPORT THE CONTINUING DEVELOPMENT OF GRAND AVENUE IN DOWNTOWN LOS ANGELES AS THE CITY'S CULTURAL CORE BY BUILDING AND OPERATING A RESTAURANT ON THE PUBLIC PLAZA ADJACENT TO THE BROAD MUSEUM AND CENTRALLY LOCATED TO PUBLIC ARTS AND CULTURAL DESTINATIONS. THE CHARITABLE GOALS AND ACTIVITIES OF THE RESTAURANT INCLUDE: 1) SUPPORTING THE BROAD MUSEUM BY PROVIDING FOOD SERVICES TO ITS STAFF AND VISITORS, AND BY ENHANCING THE BROAD'S PUBLIC PROGRAMS (FOR EXAMPLE, BY CONDUCTING FOOD EDUCATION TALKS FOR KIDS AS PART OF THE BROAD'S "FAMILY DAY AND BY PROVIDING REFRESHMENTS FOR THE BROAD'S "SUMMER HAPPENINGS"); 2) ATTRACTING A NEW, ECONOMICALLY AND CULTURALLY DIVERSE POPULATION TO GRAND AVENUE BY CREATING A RELEVANT, AND WELCOMING AMENITY; 3) THEREBY HELPING TO BUILD A BROADER-BASED AUDIENCE FOR THE BROAD AND THE OTHER CULTURAL INSTITUTIONS ON GRAND AVENUE; 4) PROVIDING JOB TRAINING TO LOW-INCOME AND AT-RISK INDIVIDUALS; AND AS ANTICIPATED, 5) PROVIDING CHARITABLE PROGRAMS TO LOCAL SCHOOLS.Description2Txt
Expenses2$1,376,256Expenses2Amt
Total$2,076,256TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$150,568,471AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$104,719,043AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,660,000,168FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,915,287,682TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,915,287,682AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,729,315CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,886,558,367NetVlNoncharitableAssetsAmt
Minimum Investment Return$94,327,918MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$94,327,918MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,961,975TaxBasedOnInvestmentIncomeAmt
Income Tax$8,788IncomeTaxAmt
Total Tax$1,970,763TotalTaxAmt
Distributable Before Adj$92,357,155DistributableBeforeAdjAmt
Recoveries Qualfied Distri$20,762,424RecoveriesQualfiedDistriAmt
Distributable Before Ded$113,119,579DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$113,119,579DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,986,182ExpensesAndContributionsAmt
Program Related Invst Total$2,076,256ProgramRelatedInvstTotalAmt
Qualifying Distributions$106,062,438QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$106,062,438AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,119,579DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$62,867,377ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$66,652,681ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$79,091,445ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,081,106ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$94,087,151ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$334,779,760TotalExcessDistributionCyovAmt
Qualifying Distributions$106,062,438QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$106,062,438AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7,057,141ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,057,141ExcessDistributionCyovAppCYAmt
Total Corpus$327,722,619TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$55,810,236ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$271,912,383ExcessDistriCyovToNextYrAmt
Excess From Year4$66,652,681ExcessFromYear4Amt
Excess From Year3$79,091,445ExcessFromYear3Amt
Excess From Year2$32,081,106ExcessFromYear2Amt
Excess From Year1$94,087,151ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELI BROADContributingManagerNm
Contributing ManagerEDYTHE L BROADContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (237 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
2015 SPECIAL OLYMPICS WORLD GAMES
633 W 5TH STREET SUITE 2000LOS ANGELESCA90071NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
40 SCHOOLS
643 MAGAZINE STNEW ORLEANSLA70130NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$500,000
50CAN
1112 16TH STREET NWWASHINGTONDC20036NONE501(C)3 PUBLIC CHARISUPPORT FOR PARENT ADVOCACY AND COMMUNITY ENGAGEMENT$380,600
50CAN
1112 16TH STREET NWWASHINGTONDC20036NONE501(C)3 PUBLIC CHARIFELLOWSHIP LAUNCH$50,000
ACHIEVEMENT FIRST
403 JAMES STREETNEW HAVENCT06513NONE501(C)3 PUBLIC CHARIBROAD PRIZE FOR PUBLIC CHARTER SCHOOLS STUDENT SUPPORT FOR COLLEGE-READINESS$83,333
ACHIEVEMENT FIRST
403 JAMES STREETNEW HAVENCT06513NONE501(C)3 PUBLIC CHARISUPPORT OF PERSONALIZED LEARNING$1,000,000
ACHIEVEMENT SCHOOL DISTRICT
ANDREW JOHNSON TOWERNASHVILLETN37243NONEGOV'TSTRATEGIC PLAN IMPLEMENTATION$900,000
ACLU FOUNDATION OF SOUTHERN CALIFORNIA
1313 W 8TH STREETLOS ANGELESCA90026NONE501(C)3 PUBLIC CHARISUPPORT FOR SOCIAL JUSTICE LITIGATION$60,000
ACME NETWORK
1201 W 5TH STREETLOS ANGELESCA90014NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$50,000
AGA INSTITUTE
4930 DEL REY AVENUEBETHESDAMD20814NONE501(C)3 PUBLIC CHARIHIGH SCHOOL STUDENTS SUMMER RESEARCH PROJECT$25,000
ALLIANCE FOR COLLEGE-READY PUBLIC SCHOOLS
1940 SOUTH FIGUEROA STREETLOS ANGELESCA90007NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$100,000
AMERICAN ACADEMY OF ARTS AND SCIENCES
136 IRVING STREETCAMBRIDGEMA02138NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,500
AMERICAN COMMITTEE FOR THE TEL AVIV
1201 BROADWAY SUITE 802NEW YORKNY10001NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$50,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC
1150 17TH STREET NWWASHINGTONDC20036NONE501(C)3 PUBLIC CHARISUPPORT FOR EDUCATION POLICY STUDIES GROUP$15,000
AMERICAN FRIENDS OF PERES CENTER FOR PEACE
200 SOUTH BISCYANE BLVDMIAMIFL33131NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$50,000
AMERICAN FRIENDS OF THE ISRAEL MUSEUM
500 FIFTH AVENEW YORKNY10110NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$25,000
AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC
122 EAST 42ND STREETNEW YORKNY10168NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$50,000
AMERICAN HIMALAYAN FOUNDATION
909 MONTGOMERY STREETSAN FRANCISCOCA94133NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
AMERICAN JEWISH COMMITTEE
165 E 56TH STREETNEW YORKNY10022NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$3,150
AMERICAN SUNRISE
2006 W COMMERCE STREETSAN ANTONIOTX78207NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$64,000
AMERICANS FOR THE ARTS INC
1 EAST 53 STREETNEW YORKNY20005NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,850
AMNESTY INTERNATIONAL
5 PENN PLAZANEW YORKNY10001NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$200
AQUARIUM OF THE PACIFIC
320 GOLDEN SHORE SUITE 150LONG BEACHCA90802NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
ARTHRITIS FOUNDATION
800 W SIXTH ST SUITE 1250LOS ANGELESCA90017NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
ASPEN INSTITUTE
521 FIFTH AVENUE 17TH FLOORNEW YORKNY10175NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
ASPIRE PUBLIC SCHOOLS
426 17TH STREET SUITE 200OAKLANDCA94612NONE501(C)3 PUBLIC CHARIEXPANSION OF HIGH-QUALITY PUBLIC CHARTER SCHOOLS IN CALIFORNIA$265,000
BET TZEDEK
3250 WILSHIRE BLVD 13LOS ANGELESCA90010NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
BLACK ALLIANCE FOR EDUCATIONAL OPTIONS
1710 RHODE ISLAND AVENUE NWWASHINGTONDC20036NONE501(C)3 PUBLIC CHARISUPPORT FOR PARENT ADVOCACY AND COMMUNITY ENGAGEMENT$100,000
BROAD CENTER FOR THE MANAGEMENT OF SCHOOL
10900 WILSHIRE BLVDLOS ANGELESCA90024NONE501(C)3 PUBLIC CHARITO IDENTIFY, TRAIN AND SUPPORT SUCCESSFUL LEADERS OF PUBLIC SCHOOL SYSTEMS$4,000,000
BROAD INSTITUTE INC
7 CAMBRIDGE CTRCAMBRIDGEMA02142NONE501(C)3 PUBLIC CHARIGENOMIC MEDICAL RESEARCH AND BIOMEDICINE$45,000,000
BROWN UNIVERSITY
164 ANGELL STREETPROVIDENCERI02912NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$8,000
CALIFORNIA CHARTER SCHOOLS ASSOCIATION
250 E 1ST STREETLOS ANGELESCA90012NONE501(C)3 PUBLIC CHARIPUBLIC CHARTER SCHOOL ADVOCACY, LEADERSHIP AND ACCOUNTABILITY$1,515,000
CALIFORNIA COMMUNITY FOUNDATION
445 SOUTH FIGUEROA STREETLOS ANGELESCA90071NONE501(C)3 PUBLIC CHARISUPPORT FOR EXPANDED NEWS COVERAGE OF EDUCATION ISSUES$75,000
CARDEN CONEJO PARENTS ASSOCIATION
975 EVENSTAR AVEWESTLAKE VILLAGECA91361NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
CASA OF LOS ANGELES
201 CENTRE PLAZA DR SUITE 1100MONTEREY PARKCA91754NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,500
CENTER FOR AMERICAN PROGRESS
1333 H STREET NWWASHINGTONDC20005NONE501(C)3 PUBLIC CHARIK-12 EDUCATION PROGRAM SUPPORT$300,000
CENTER FOR THE STUDY OF SOCIAL POLICY
1575 EYE ST NWWASHINGTONDC20005NONE501(C)3 PUBLIC CHARICHILD WELFARE INNOVATION FELLOWSHIP$10,000
CENTER FOR THE STUDY OF THE PRESIDENCY
1020 19TH STREET NWWASHINGTONDC20036NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$50,000
CHICAGO BULLS CHARITIES
1901 W MADISON STREETCHICAGOIL60612NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
CHIEFS FOR CHANGE
601 PENNSYLVANIA AVENUE NWWASHINGTONDC20004NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$150,000
CHILDREN'S DEFENSE FUND
25 E STREET NWWASHINGTONDC20001NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,000
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVDLOS ANGELESCA90027NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
CHILDREN'S SCHOLARSHIP FUND
8 WEST 38TH STREET 9TH FLOORNEW YORKNY10018NONE501(C)3 PUBLIC CHARITEDDY FORSTMANN SCHOLARSHIP FUND$250,000
CITIES FOR EDUCATION ENTREPRENEURSHIP TRUST
POST OFFICE BOX 9640BENDOR97708NONE501(C)3 PUBLIC CHARIEDUCATION GOVERNANCE AND PERSONALIZED LEARNING REFORM$375,000
CITIZEN SCHOOLS
308 CONGRESS STREET 5TH FLOORBOSTONMA02210NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$15,000
CLEVELAND CLINIC FOUNDATION
2049 EAST 100TH STREETCLEVELANDOH44195NONE501(C)3 PUBLIC CHARIIMPROVEMENTS TO THE DIGESTIVE DISEASE INSTITUTE'S SURGICAL SUITES$41,250
COLBURN SCHOOL OF PERFORMING ARTS
200 SOUTH GRAND AVENUELOS ANGELESCA90012NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$105,000
COLLEGE TRACK
111 BROADWAYOAKLANDCA94607NONE501(C)3 PUBLIC CHARIBOYLE HEIGHTS FACILITIES SUPPORT$25,000
COMMON SENSE MEDIA
650 TOWNSENDSAN FRANCISCOCA94103NONE501(C)3 PUBLIC CHARIDEVELOPMENT AND EXPANSION OF GRAPHITE WEBSITE FOR TEACHERS$700,000
COMMUNITIES IN SCHOOLS
277 SOUTH WASHINGTON STREETALEXANDRAVA22314NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
COMMUNITY ADVOCATES
444 SOUTH FLOWER STREETLOS ANGELESCA90071NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$25,000
COMMUNITY INITIATIVES
354 PINE STREET SUITE 700SAN FRANCISCOCA94104NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
COMPUTERS FOR YOUTH (CFY)
520 EIGHTH AVENUENEW YORKNY10018NONE501(C)3 PUBLIC CHARIMEASURING THE IMPACT OF EDUCATION SOFTWARE$1,400,000
CONSTITUTIONAL RIGHTS FOUNDATION
601 S KINGSLEY DRIVELOS ANGELESCA90005NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,500
CORNELL UNIVERSITY
410 THURSTON AVEITHACANY14853NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
CORNERSTONE SCHOOLS
6861 E NEVADADETROITMI48234NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,500
CROHN'S & COLITIS FOUNDATION OF AMERICA
1640 S SEPULVEDA BLVDLOS ANGELESCA90025NONE501(C)3 PUBLIC CHARISUPPORT THE MERGER AND CONTINUATION OF THE BROAD MEDICAL RESEARCH PROGRAM$500,000
CROSSROADS SCHOOL FOR ARTS AND SCIENCES
1714 21ST STREETSANTA MONICACA90404NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$6,000
DC PUBLIC EDUCATION FUND
1534 14TH STREET NORTHWESTWASHINGTONDC20005NONE501(C)3 PUBLIC CHARIBLENDED LEARNING MODEL$250,000
DANCE DOWNTOWN LA INC
514 S SPRING STLOS ANGELESCA90013NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,000
DELAWARE COMMUNITY FOUNDATION
PO BOX 1636WILMINGTONDE19899NONE501(C)3 PUBLIC CHARIBEAU BIDEN FDN FOR THE PROTECTION OF CHILDREN - PUBLIC CHARITY$10,000
DENVER PUBLIC SCHOOLS
900 GRANT STREETDENVERCO80203NONE501(C)3 PUBLIC CHARIDIAGNOSTIC SITE VISIT USING THE BROAD PRIZE FRAMEWORK FOR DISTRICT EXCELLENCE$8,957
EDBUILD
295 NEWARK AVENUEJERSEY CITYNJ07302NONE501(C)3 PUBLIC CHARISCHOOL FINANCE EQUITY PROJECT$100,000
EDITORIAL PROJECTS IN EDUCATION
6935 ARLINGTON ROAD SUITE 100BETHESDAMD20814NONE501(C)3 PUBLIC CHARIEDUCATION WEEK SUPPORT$50,000
EDUCATION REFORM NOW
24 WEST 46TH STREET SUITE 4NEW YORKNY10036NONE501(C)3 PUBLIC CHARINATIONAL ADVOCACY PROGRAM$500,000
EDUCATION REFORM NOW
24 WEST 46TH STREET SUITE 4NEW YORKNY10036NONE501(C)3 PUBLIC CHARISUPPORT FOR PARENT ADVOCACY AND COMMUNITY ENGAGEMENT$25,000
EDUCATION TRUST
1250 H STREET NWWASHINGTONDC20005NONE501(C)3 PUBLIC CHARIEDUCATION REFORM ADVOCACY PROGRAM$100,000
EDUCATORS FOR EXCELLENCE (E4E)
80 PINE STREET 28TH FLOORNEW YORKNY10005NONE501(C)3 PUBLIC CHARIEXPANSION SUPPORT$500,000
EDUCAUSE
1150 18TH STREET NWWASHINGTONDC20036NONE501(C)3 PUBLIC CHARINEXT GENERATION LEARNING CHALLENGES (NGLC) REGIONAL PILOT$1,100,000
EDVOICE INSTITUTE
1107 9TH STREETSACRAMENTOCA95814NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$148,000
ELDRIDGE STREET PROJECT INC
12 ELDRIDGE STREETNEW YORKNY10002NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
ELTON JOHN AIDS FOUNDATION INC
584 BROADWAY SUITE 906NEW YORKNY10012NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
EVANSTON COMMUNITY FOUNDATION
1560 SHERMAN AVE 535EVANSTONIL60201NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$15,000
EVANSTON PUBLIC LIBRARY
1703 ORRINGTON AVEEVANSTONIL60201NONEGOV'TGENERAL OPERATING SUPPORT$15,000
EXED LLC
429 SANTA MONICA BLVD SUITE 420SANTA MONICACA90401NONE501(C)3 PUBLIC CHARILOS ANGELES CHARTER SCHOOL SUPPORT$500,000
EXED LLC
429 SANTA MONICA BLVD SUITE 420SANTA MONICACA90401NONE501(C)3 PUBLIC CHARISUPPORT DEVELOPMENT OF CHARTERZONE MAPS$185,000
EXPLORING THE ARTS
750 LEXINGTON AVE 23RD FLOORNEW YORKNY10022NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
FAMILIES FOR EXCELLENT SCHOOLS (FES)
147 PRINCE STREETBROOKLYNNY11201NONE501(C)3 PUBLIC CHARISUPPORT FOR PARENT ADVOCACY AND COMMUNITY ENGAGEMENT$1,000,000
FORDHAM LAW SCHOOL
140 W 62ND STREETNEW YORKNY10023NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$25,000
FOUNDATION FOR EXCELLENCE IN EDUCATION
PO BOX 10691TALLAHASSEEFL32302NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$500,000
FRANKLIN AND ELEANOR ROOSEVELT INSTITUTE
570 LEXINTON AVENUENEW YORKNY10022NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,300
FRIENDS OF BRENTWOOD INC
165 HOMEWOOD ROADLOS ANGELESCA90049NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
FRIENDS OF EXPO CENTER
3980 BILL ROBERTSON LANELOS ANGELESCA90037NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,500
FULFILLMENT FUND
6100 WILSHIRE BLVD SUITE 600LOS ANGELESCA90048NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$50,000
FULTON COUNTY SCHOOLS
786 CLEVELAND AVENUE SOUTHWESTATLANTAGA30315NONEGOV'TDIAGNOSTIC SITE VISIT USING THE BROAD PRIZE FRAMEWORK FOR DISTRICT EXCELLENCE$8,957
GEFFEN PLAYHOUSE
10886 LE CONTE AVENUELOS ANGELESCA90024NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$4,500
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACECHICAGOIL60632NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$15,000
GREEN DOT PUBLIC SCHOOLS
350 SOUTH FIGUEROA ST SUITE 213LOS ANGELESCA90071NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$427,500
HARLEM CHILDREN'S ZONE
2770 BROADWAYNEW YORKNY10025NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$110,000
HARTFORD HOSPITAL
80 SEYMOUR STHARTFORDCT06102NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
HARVARD BUSINESS SCHOOL CLUB OF NY INC
350 5TH AVE SUITE 4811NEW YORKNY10118NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
HARVARD UNIVERSITY
111 SUTTER STREETSAN FRANCISCOCA94104NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$50,000
HARVARD UNIVERSITY
OFFICE OF THE PROVOSTCAMBRIDGEMA02138NONE501(C)3 PUBLIC CHARIEDUCATION INNOVATION LABORATORY$1,000,000
HEART OF LOS ANGELES YOUTH INC
2701 WILSHIRE BOULEVARDLOS ANGELESCA90057NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
HUMAN RIGHTS WATCH INC
350 5TH AVE 34TH FLOORNEW YORKNY10118NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
IDEA PUBLIC SCHOOLS
505 ANGELITA DRIVEWESLACOTX78596NONE501(C)3 PUBLIC CHARIBROAD PRIZE FOR PUBLIC CHARTER SCHOOLS STUDENT SUPPORT FOR COLLEGE-READINESS$21,000
IMAGEN FOUNDATION
18034 VENTURA BLVD 261ENCINOCA91316NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$3,000
INDIANA UNIVERSITY FOUNDATION
PO BOX 500BLOOMINGTONIN47402NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$50,000
INDUSTRY PRODUCTIONS
244 S SAN PEDRO STREET SUITELOS ANGELESCA90012NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
INNER CITY LAW CENTER
1309 EAST 7TH STREET LOS ANGELESLOS ANGELESCA90021NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,500
INTERNATIONAL CENTRE FOR MISSING & EXPLOITED
1700 DIAGONAL ROADALEXANDRIAVA22314NONE501(C)3 PUBLIC CHARISUPPORT WEBSITE DEVELOPMENT$75,000
INTERNATIONAL PARTNERS CASSIE STERN MEMORIAL
PO BOX 3774SILVER SPRINGMD20910NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$47,700
INTERNATIONAL RESCUE COMMITTEE INC
122 EAST 42ND STREETNEW YORKNY10168NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
JEWISH FEDERATION COUNCIL OF GREATER LOS
GOLDSMITH CENTERLOS ANGELESCA90048NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
JEWISH MUSEUM
136 EAST 57 STREETNEW YORKNY10022NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,500
JEWISH WORLD WATCH
5551 BALBOA BLVDENCINOCA91316NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
KCRW FOUNDATION INC
1900 PICO BOULEVARDSANTA MONICACA90405NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
KCRW FOUNDATION INC
1900 PICO BOULEVARDSANTA MONICACA90405NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$955
KEYSTONE SCHOOL
119 E CRAIG PLACESAN ANTONIOTX78212NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$500
KEYSTONE SCHOOL
119 E CRAIG PLACESAN ANTONIOTX78212NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
KINGSBRIDGE HEIGHTS COMMUNITY CENTER INC
3101 KINGSBRIDGE TERRACEBRONXNY10463NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$200
KIPP NEW JERSEY
60 PARK PLACENEWARKNJ07102NONE501(C)3 PUBLIC CHARISUPPORT FOR PARENT ADVOCACY AND COMMUNITY ENGAGEMENT$75,000
KNOWLEDGE IS POWER PROGRAM (KIPP)
529 FIFTH AVENUENEW YORKNY10175NONE501(C)3 PUBLIC CHARIBROAD PRIZE FOR PUBLIC CHARTER SCHOOLS STUDENT SUPPORT FOR COLLEGE-READINESS$83,333
KNOWLEDGE IS POWER PROGRAM (KIPP)
529 FIFTH AVENUENEW YORKNY10175NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000,000
KNOWLEDGE IS POWER PROGRAM (KIPP)
529 FIFTH AVENUENEW YORKNY10175NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT FOR LOS ANGELES$2,750,000
KNOWLEDGE IS POWER PROGRAM (KIPP)
529 FIFTH AVENUENEW YORKNY10175NONE501(C)3 PUBLIC CHARINEW SITE ANALYSIS SUPPORT$100,000
KNOWLEDGE IS POWER PROGRAM (KIPP)
529 FIFTH AVENUENEW YORKNY10175NONE501(C)3 PUBLIC CHARISUPPORT FOR THE 2015 KIPP SCHOOL SUMMIT$400,000
KOCEPBS SOCAL
3080 BRISTOL ST SUITE 400COSTA MESACA92626NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
LEADERSHIP FOR EDUCATIONAL EQUITY
1413 K STREETWASHINGTONDC20005NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$300,000
LEGAL AID FOUNDATION OF LOS ANGELES
1102 CRENSHAW BLVDLOS ANGELESCA90019NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$500
LEON & SYLVIA PANETTA INSTITUTE FOR PUBLIC
100 CAMPUS CENTER BUILDING 86ESEASIDECA93955NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,000
LEUKEMIA & LYMPHOMA SOCIETY INC
1311 MAMARONECK AVEWHITE PLAINSNY10605NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
LIBRARY FOUNDATION OF LOS ANGELES
630 WEST 5TH STREETLOS ANGELESCA90071NONE501(C)3 PUBLIC CHARIEXPANSION SUPPORT FOR STUDENT ZONES$150,000
LIBRARY FOUNDATION OF LOS ANGELES
630 WEST 5TH STREETLOS ANGELESCA90071NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$12,640
LOS ANGELES BALLET INC
11755 EXPOSITION BOULEVARDLOS ANGELESCA90064NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
LOS ANGELES CONSERVATION CORPS
PO BOX 15868LOS ANGELESCA90015NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
LOS ANGELES OPERA COMPANY
135 N GRAND AVELOS ANGELESCA90012NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$500,000
LOS ANGELES PARKS FOUNDATION
11973 SAN VICENTE BLVD SUITE 200LOS ANGELESCA90049NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$150
LOS ANGELES PHILHARMONIC ASSOCIATION
151 SOUTH GRAND AVENUELOS ANGELESCA90012NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$29,000
LOS ANGELES POLICE FOUNDATION
515 SOUTH FLOWER STREETLOS ANGELESCA90071NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,000
LOS ANGELES WORLD AFFAIRS COUNCIL
345 S FIGUEROA ST SUITE 313LOS ANGELESCA90071NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$4,440
LOYOLA HIGH SCHOOL OF LOS ANGELES
1901 VENICE BLVDLOS ANGELESCA90006NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
MARINA DEL REY MIDDLE SCHOOL
12500 BRADDOCK AVELOS ANGELESCA90066NONEGOV'TGENERAL OPERATING SUPPORT$2,000
MASTERY CHARTER SCHOOLS FOUNDATION
5700 WAYNE AVENUEPHILADELPHIAPA19144NONE501(C)3 PUBLIC CHARISUPPORT FOR PARENT ADVOCACY AND COMMUNITY ENGAGEMENT$150,000
MBX FOUNDATION
PO BOX 1585MANHATTAN BEACHCA90267NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
MCGAW YMCA
1000 GROVE STREETEVANSTONIL60201NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
MICHIGAN EDUCATION EXCELLENCE FOUNDATION
PO BOX 10030LANSINGMI48901NONE501(C)3 PUBLIC CHARIDETROIT SCHOLARSHIPS$333,333
MICHIGAN STATE UNIVERSITY - BUSINESS SCHOOL
520 NORTH BUSINESS COMPLEXEAST LANSINGMI48824NONE501(C)3 PUBLIC CHARIENDOWMENT FOR ELI AND EDYTHE BROAD DEAN OF BUSINESS SCHOOL$250,000
MICHIGAN STATE UNIVERSITY - COLLEGE OF ED
501 ERICKSON HALLEAST LANSINGMI48824NONE501(C)3 PUBLIC CHARISCHOLARSHIPS FOR DETROIT PUBLIC SCHOOLS STUDENTS ENTERING THE SCHOOL OF EDUCATION AT MSU$564,303
MUSEUM OF CONTEMPORARY ART
250 SOUTH GRAND AVENUELOS ANGELESCA90012NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$3,500,000
MUSIC CENTER
717 WEST TEMPLE STREETLOS ANGELESCA90012NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$4,500
NANCY DAVIS FDN FOR MS
1801 AVENUE OF THE STARTSLOS ANGELESCA90067NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
NATIONAL ACADEMY OF DESIGN
1325 SIXTH AVE 27TH FLOORNEW YORKNY10019NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,500
NATIONAL ACADEMY OF SOCIAL INSURANCE
1776 MASSACHUSETTS AVENUE NWWASHINGTONDC20036NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS
1101 15TH STREET NORTHWESTWASHINGTONDC20005NONE501(C)3 PUBLIC CHARIPROMOTING A HIGH QUALITY CHARTER SECTOR$500,000
NATIONAL ASSOCIATION OF CHARTER SCHOOL
105 WEST ADAMS STCHICAGOIL60603NONE501(C)3 PUBLIC CHARIPROMOTING A HIGH QUALITY CHARTER SECTOR$750,000
NATIONAL CENTER ON EDUCATION AND THE ECONOMY
700 ELEVENTH STREET NWWASHINGTONDC20001NONE501(C)3 PUBLIC CHARIINTERNATIONAL EDUCATION BENCHMARKING PROJECT$25,000
NATIONAL COUNCIL ON TEACHER QUALITY (NCTQ)
1225 19TH STREET NW SUITE 800WASHINGTONDC20036NONE501(C)3 PUBLIC CHARITEACHER PREP REVIEW SUPPORT$700,000
NATIONAL WWII MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
NEW SCHOOLS FOR NEW ORLEANS
200 BROADWAY STREET SUITE 108NEW ORLEANSLA70118NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$100,000
NEW VENTURE FUND
734 15TH STREET NWWASHINGTONDC20005NONE501(C)3 PUBLIC CHARICOLLABORATIVE FOR STUDENT SUCCESS PROGRAM$450,000
NEW VENTURE FUND
734 15TH STREET NWWASHINGTONDC20005NONE501(C)3 PUBLIC CHARISUPPORT FOR TRANSITION TEAM AND STRATEGIC PLAN$100,000
NEW YORK UNIVERSITY
105 EAST 17TH STREETNEW YORKNY10011NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$7,000
NEWSCHOOLS VENTURE FUND
1970 BROADWAY SUITE 350OAKLANDCA94612NONE501(C)3 PUBLIC CHARISCHOOL FINANCE EQUITY PROJECT$159,789
NEWSCHOOLS VENTURE FUND
1970 BROADWAY SUITE 350OAKLANDCA94612NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT FOR D. C. PUBLIC SCHOOLS$300,000
NORTHWESTERN UNIVERSITY SETTLEMENT
1400 WEST AUGUSTA BLVDCHICAGOIL60642NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$15,000
OUR HOUSE INC
1663 SAWTELLE BLVD SUITE 300LOS ANGELESCA90025NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,500
OUR LA
2454 LYRIC AVELOS ANGELESCA90027NONE501(C)3 PUBLIC CHARISUPPORT FOR BRIDGING THE DIVIDE: TOM BRADLEY DOCUMENTARY$1,000
PS ARTS
1728 ABBOT KINNEY BLVD 101VENICECA90291NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$920
PACER CENTER
8161 NORMANDALE BLVDMINNEAPOLISMN55437NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
PACIFIC RESIDENT THEATRE ENSEMBLE
PO BOX 2568VENICECA90294NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
PARTNERSHIP FOR LOS ANGELES SCHOOLS
1541 WILSHIRE BOULEVARDLOS ANGELESCA90017NONE501(C)3 PUBLIC CHARISUPPORT FOR PARENT ADVOCACY AND COMMUNITY ENGAGEMENT$375,000
PARTNERSHIP FOR PUBLIC SERVICE
1100 NEW YORK AVENUE NW SUITEWASHINGTONDC20005NONE501(C)3 PUBLIC CHARIPROFESSIONAL DEVELOPMENT PROGRAMS SUPPORT$178,000
PEOPLE FOR THE AMERICAN WAY FOUNDATION
1101 15TH STREET NWWASHINGTONDC20005NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,500
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HIGHWAYMALIBUCA90263NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$3,500
PLANNED PARENTHOOD
1920 MARENGO STREETLOS ANGELESCA90033NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,000
POLICY INNOVATORS IN EDUCATION NETWORK
510 1ST AVENUE NORTH SUIE 408MINNEAPOLISMN55403NONE501(C)3 PUBLIC CHARIEXPANSION SUPPORT$250,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
124 MOUNT AUBURN STREETCAMBRIDGEMA02138NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$20,000
PUBLIC COUNSEL
610 SOUTH ARDMORE AVENUELOS ANGELESCA90005NONE501(C)3 PUBLIC CHARISUPPORT FOR SOCIAL JUSTICE LITIGATION$105,000
RAPE FOUNDATION
1223 WILSHIRE BLVD SUITE 410SANTA MONICACA90403NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
RESULTS IN EDUCATION (RIE) FOUNDATION
1360 N MILWAUKEE AVENUE 3CHICAGOIL60622NONEPRIVATE OPERATING FDSUPPORT START UP OF EDUCATION POST$100,000
RHODE ISLAND COMMUNITY FOUNDATION
ONE UNION STATIONPROVIDENCERI02903NONE501(C)3 PUBLIC CHARISUPPORT FOR RHODE ISLAND EDUCATION AND COMMUNITY ENGAGEMENT$100,000
RX FOR READING
355 SOUTH GRAND AVENUE SUITELOS ANGELESCA90071NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$25,000
SAINT JOHN'S HOSPITAL & HEALTH CENTER
1328 TWENTY SECOND STREETSANTA MONICACA90404NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
SCHOLARSHIP AMERICA INC
ONE SCHOLARSHIP WAYST PETERMN56082NONE501(C)3 PUBLIC CHARIADMINISTRATION AND DISTRIBUTION OF THE BROAD PRIZE SCHOLARSHIPS$822,575
SEASONS HOSPICE FOUNDATION
6400 SHAFER COURT SUITE 700ROSEMONTIL60018NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$15,000
SEMINOLE COUNTY PUBLIC SCHOOLS
400 EAST LAKE MARY BOULEVARDSANFORDFL32773NONEGOV'TDIAGNOSTIC SITE VISIT USING THE BROAD PRIZE FRAMEWORK FOR DISTRICT EXCELLENCE$1,454
SHERIFF'S YOUTH FOUNDATION OF LA COUNTY
4700 RAMONA BLVD 4TH FLOORMONTEREY PARKCA91754NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
SILICON SCHOOLS FUND INC
1 MARITIME PLAZASAN FRANCISCOCA94111NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$416,000
SIMON WIESENTHAL CENTER
1399 SOUTH ROXBURY DRIVELOS ANGELESCA90035NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
SKIRBALL CULTURAL CENTER
2701 N SEPULVEDA BLVDLOS ANGELESCA90049NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$20,000
SLOW FOOD USA INC
68 SUMMIT STREET SUITE 2BBROOKLYNNY11231NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
SOUTHERN CALIFORNIA PUBLIC RADIO
1570 EAST COLORADO BLVDPASADENACA91106NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,000
SPECIAL FORCES CHARITABLE TRUST
9 PARTRIDGE HILL LNESSEXCT06426NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
ST MATTHIAS HIGH SCHOOL
7851 GARDENDALE STREETDOWNEYCA90242NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
STANFORD UNIVERSITY
FRANCES C ARRILLAGA ALUMNI CENTERSTANFORDCA94305NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$4,000
STARFISH ANIMAL RESCUE
PO BOX 292345LOS ANGELESCA90029NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$4,000
STUDENTS FIRST FOUNDATION
325 SHARON PARK DRIVE 521MENLO PARKCA94025NONE501(C)3 PUBLIC CHARISUPPORT FOR THE QUALITY TEACHER PROJECT$250,000
STUDENTSFIRST INSTITUTE
406 SEVENTH STREET NWWASHINGTONDC20004NONE501(C)3 PUBLIC CHARISUPPORT FOR LEGAL RESEARCH$20,000
STUDIO IN A SCHOOL
410 WEST 59TH STREETNEW YORKNY10019NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000
SUCCESS ACADEMY CHARTER SCHOOLS
34 WEST 118TH STREET 2ND FLOORNEW YORKNY10026NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,500,000
SUCCESS ACADEMY CHARTER SCHOOLS
34 WEST 118TH STREET 2ND FLOORNEW YORKNY10026NONE501(C)3 PUBLIC CHARISUPPORT FOR PARENT ADVOCACY AND COMMUNITY ENGAGEMENT$750,000
SWARTHMORE COLLEGE
500 COLLEGE AVENUESWARTHMOREPA19081NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$50,000
TEACH FOR AMERICA INC
25 BROADWAY FLOOR 12NEW YORKNY10004NONE501(C)3 PUBLIC CHARIWASHINGTON D.C. PROGRAM SUPPORT$300,000
TEACH FOR AMERICA INC
25 BROADWAY FLOOR 12NEW YORKNY10004NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,500
TEACH FOR AMERICA INC
25 BROADWAY FLOOR 12NEW YORKNY10004NONE501(C)3 PUBLIC CHARI2015 CORPS MEMBER SUMMIT$300,000
TEACH FOR AMERICA INC
25 BROADWAY FLOOR 12NEW YORKNY10004NONE501(C)3 PUBLIC CHARIDETROIT EXPANSION SUPPORT$300,000
TEACH PLUS
27-43 WORMWOOD STREETBOSTONMA02210NONE501(C)3 PUBLIC CHARIPUBLIC POLICY EDUCATION EFFORTS$250,000
TEACH PLUS
27-43 WORMWOOD STREETBOSTONMA02210NONE501(C)3 PUBLIC CHARINATIONAL ADVOCACY SUPPORT$165,000
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 W 120TH STREETNEW YORKNY10027NONE501(C)3 PUBLIC CHARISUPPORT OF THE HECHINGER INSTITUTE$25,000
TEXAS CHARTER SCHOOLS ASSOCIATION
700 LAVACA STREETAUSTINTX78701NONE501(C)3 PUBLIC CHARISCHOOL FINANCE EQUITY PROJECT$50,000
THE BROAD
2121 AVENUE OF THE STARSLOS ANGELESCA90067NONEPRIVATE OPERATING FDGENERAL SUPPORT$7,600,000
THE DETROIT INSTITUTE OF ARTS
5200 WOODWARD AVENUEDETROITMI48202NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$100,500
THIRD WAY FOUNDATION
600 PENNSYLVANIA AVENUE SEWASHINGTONDC20003NONE501(C)3 PUBLIC CHARIPROJECT ON REINVENTING PUBLIC EDUCATION$100,000
THRIVE PUBLIC SCHOOLS
4260 54TH STREETSAN DIEGOCA92115NONE501(C)3 PUBLIC CHARILAUNCH SUPPORT$50,000
TONY BLAIR FAITH FOUNDATION - US
409 PROSPECT STREETNEW HAVENCT06511NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$300,000
TREEPEOPLE INC
12601 MULHOLLAND DRIVEBEVERLY HILLSCA90210NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,500
TRUSTEES OF COLUMBIA UNIVERSITY
1150 SAINT NICOLAS AVENUENEW YORKNY10032NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
U C REGENTS SAN FRANCISCO
513 PARNASSUS AVESAN FRANCISCOCA94143NONE501(C)3 PUBLIC CHARIREGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCSF$300,000
US FUND FOR UNICEF
10351 SANTA MONICA BLVDLOS ANGELESCA90025NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,500
UCLA FOUNDATION
10920 WILSHIRE BLVDLOS ANGELESCA90024NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,500
UCLA FOUNDATION
10920 WILSHIRE BLVDLOS ANGELESCA90024NONE501(C)3 PUBLIC CHARISUPPORT FOR UCLA ARCHITECTURE & URBAN DESIGN$2,000
UNCOMMON SCHOOLS INC
C/O RHFNEW YORKNY10003NONE501(C)3 PUBLIC CHARISUPPORT FOR PARENT ADVOCACY AND COMMUNITY ENGAGEMENT$150,000
UNITED NEGRO COLLEGE FUND INC (UNCF)
8260 WILLOW OAKS CORPORATE DRIVEFAIRFAXVA22031NONE501(C)3 PUBLIC CHARIEDUCATION ADVOCACY SUPPORT$125,000
UNITED WAY INC
450 NORTH GRAND AVENUELOS ANGELESCA90012NONE501(C)3 PUBLIC CHARISUPPORT FOR THE SCHOOL OF VISUAL AND PERFORMING ARTS$200,000
UNITED WAY INC
523 WEST SIXTH STREETLOS ANGELESCA90014NONE501(C)3 PUBLIC CHARISUPPORT FOR EXPANDED NEWS COVERAGE OF EDUCATION ISSUES$100,000
UNIVERSITY OF CALIFORNIA LOS ANGELES
675 CHARLES E YOUNG DR SOUTHLOS ANGELESCA90095NONE501(C)3 PUBLIC CHARIUCLA INFLAMMATORY BOWEL DISEASE CLINICAL CARE PROGRAM$500,000
UNIVERSITY OF CALIFORNIA LOS ANGELES
CHANCELLORS OFFICELOS ANGELESCA90095NONE501(C)3 PUBLIC CHARIREGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCLA$300,000
UNIVERSITY OF DETROIT MERCY
SCHOOL OF LAWDETROITMI48226NONE501(C)3 PUBLIC CHARISUPPORT FOR THE LAW SCHOOL IN HONOR OF RICHARD D. ROHR$50,000
UNIVERSITY OF SOUTHERN CALIFORNIA
BUILDING ADM 352LOS ANGELESCA90089NONE501(C)3 PUBLIC CHARIREGENERATIVE MEDICINE AND STEM CELL RESEARCH AT KECK SCHOOL OF MEDICINE$300,000
UNIVERSITY OF SOUTHERN CALIFORNIA
BUILDING ADM 352LOS ANGELESCA90089NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$130,000
VENICE FAMILY CLINIC
604 ROSE AVENUEVENICECA90291NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$3,000
VISION TO LEARN
11611 SAN VICENTE BLVD STE 500LOS ANGELESCA90049NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$250,000
WAYNE STATE UNIVERSITY
471 WEST PALMER STREETDETROITMI48202NONE501(C)3 PUBLIC CHARILEVIN CENTER AT WAYNE STATE UNIVERSITY LAW SCHOOL$250,000
WESTWOOD KEHILLA
10523 SANTA MONICA BLVDLOS ANGELESCA90025NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$1,000
WILLOWS COMMUNITY SCHOOL
8509 HIGUERA STREETCULVER CITYCA90232NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$12,000
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVDLOS ANGELESCA90036NONE501(C)3 PUBLIC CHARICONSTRUCTION AND OPERATING SUPPORT$425,070
WINSTON-SALEMFORSYTH COUNTY SCHOOLS
POST OFFICE BOX 2513WINSTONSALEMNC27102NONEGOV'TDIAGNOSTIC SITE VISIT USING THE BROAD PRIZE FRAMEWORK FOR DISTRICT EXCELLENCE$8,956
WOODROW WILSON INTERNATIONAL CENTER FOR
1 WOODROW WILSON PLAZAWASHINGTONDC20004NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$94,375
WORLD JEWISH CONGRESS - AMERICAN SECTION
501 MADISON AVENEW YORKNY10022NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$15,000
WORLD MONUMENTS FUND
350 5TH AVE SUITE 2412NEW YORKNY10118NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,000
YIVO INSTITUTE FOR JEWISH RESEARCH
15 W 16TH STREETNEW YORKNY10011NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$15,000
YOUNG PEOPLE'S LEADERSHIP FOUNDATION INC
59 EAST 54TH STREETNEW YORKNY10022NONE501(C)3 PUBLIC CHARISUPPORT FOR SCHOLARSHIP PROGRAM$2,000
YOUTH ORGANIZATION UMBRELLA INC
1027 SHERMAN AVEEVANSTONIL60202NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
YOUTH POLICY INSTITUTE INC
634 S SPRING ST 10TH FLOORLOS ANGELESCA90014NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$2,000
YWCA EVANSTON
1215 CHURCH STREETEVANSTONIL60201NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$97,594,290TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HARVARD UNIVERSITY
111 SUTTER STREETSAN FRANCISCOCA94104NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$200,000
TONY BLAIR FAITH FOUNDATION US
409 PROSPECT STREETNEW HAVENCT06511NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$200,000
UNIVERSITY OF CALIFORNIA LOS ANGELES
CHANCELLORS OFFICELOS ANGELESCA90095NONE501(C)3 PUBLIC CHARIREGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCLA$600,000
UNIVERSITY OF SOUTHERN CALIFORNIA
BUILDING ADM 352LOS ANGELESCA90089NONE501(C)3 PUBLIC CHARIREGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCLA$600,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
513 PARNASSUS AVESAN FRANCISCOCA94143NONE501(C)3 PUBLIC CHARIREGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCLA$600,000
LOS ANGELES PHILHARMONIC ASSOCIATION
151 SOUTH GRAND AVENUELOS ANGELESCA90012NONE501(C)3 PUBLIC CHARIGENERAL OPERATING SUPPORT$5,000,000
UNIVERSITY OF CALIFORNIA LOS ANGELES
CHANCELLORS OFFICELOS ANGELESCA90095NONE501(C)3 PUBLIC CHARIDIVISION OF DIGESTIVE DIESEASE$368,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$7,568,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,385ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,743,439ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,574,186ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$108,394,158ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ORDINARY INVEST. LOSSES18-$44,454,377
RETURN OF GRANT FUNDS$62,424

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$99,264,791ExclusionAmt
Related Or Exempt Function Incm$62,424RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$99,327,215TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11BLineNumberTxt
Relationship StatementRETURN OF CHARITABLE GRANTS AND GRANT EXPENSE PAID IN A PREVIOUS YEARRelationshipStatementTxt

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)
CategoryAUDIT FEESCategoryTxt
Amt$107,430Amt
Net Investment Income$53,715NetInvestmentIncomeAmt
Disbursements Charitable Prps$53,715DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxt
CHARTER FUND INC CHARTER SCHOOL GROWTH FUND
350 INTERLOCKEN BLVDBROOMFIELDCO800212014-06-18$700,000PROGRAM RELATED INVESTMENT TO SUPPORT HIGH PERFORMING NONPROFIT CHARTER SCHOOLS BY PROVIDING SUCH CHARTER SCHOOLS WITH FINANCING FOR THE ACQUISITION, CONSTRUCTION, RENOVATION AND LEASEHOLD IMPROVEMENT OF CHARTER SCHOOL FACILITIES ON FAVORABLE TERMS.$700,000TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED.NOVEMBER 2016
THE BROAD
221 SOUTH GRAND AVENUELOS ANGELESCA900122014-05-19$7,600,000GENERAL SUPPORT FOR THE BROAD, A NONPROFIT CONTEMPORARY ART MUSEUM THAT OFFERS FREE PUBLIC ADMISSION.$7,600,000TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED.SEPTEMBER 2016
RESULTS IN EDUCATION FOUNDATION
909 THIRD AVENUENEW YORKNY100222014-12-23$1,000,000SUPPORT FOR A COMMUNICATIONS ORGANIZATION DEDICATED TO BUILDING SUPPORT FORSTUDENT-FOCUSED IMPROVEMENT IN K-12 PUBLIC EDUCATION.$100,000TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED.OCTOBER 2016
HOPE STREET RESTAURANTS
3547 VOYAGER STREET SUITE 201TORRANCECA905032014-04-09$1,375,000PRI TO SUPPORT THE CONTINUING DEVELOPMENT OF GRAND AVENUE IN DOWNTOWN LOS ANGELES AS THE CITY'S CULTURAL CORE BY BUILDING AND OPERATING A RESTAURANT ON THE PUBLIC PLAZA ADJACENT TO THE BROAD MUSEUM AND CENTRALLY LOCATED TO PUBLIC ARTS AND CULTURAL DESTINATIONS. THE CHARITABLE GOALS AND ACTIVITIES OF THE RESTAURANT INCLUDE: 1)SUPPORTING THE BROAD MUSEUM BY PROVIDING FOOD SERVICES TO ITS STAFF AND VISITORS, AND BY ENHANCING THE BROAD'S PUBLIC PROGRAMS (FOR EXAMPLE, BY CONDUCTING FOOD EDUCATION TALKS FOR KIDS AS PART OF THE BROAD'S "FAMILY DAY AND BY PROVIDING REFRESHMENTS FOR THE BROAD'S "SUMMER HAPPENINGS"); 2)ATTRACTING A NEW, ECONOMICALLY AND CULTURALLY DIVERSE POPULATION TO GRAND AVENUE BY CREATING A RELEVANT, AND WELCOMING AMENITY; 3)THEREBY HELPING TO BUILD A BROADER-BASED AUDIENCE FOR THE BROAD AND THE OTHER CULTURAL INSTITUTIONS ON GRAND AVENUE; 4)PROVIDING JOB TRAINING TO LOW-INCOME AND AT-RISK INDIVIDUALS; AND AS ANTICIPATED, 5)PROVIDING CHARITABLE PROGRAMS TO LOCAL SCHOOLS.$1,375,000TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED.NOVEMBER 2016

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierLIST OF CONTROLLED ENTITIESIdentifierTxt
Form And Line ReferencePART VII-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationSTATEMENT 14 AND 15NAME OF CONTROLLED ENTITY:ASHTON HOLDINGS2121 AVENUE OF THE STARS, STE 3000LOS ANGELES, CA 9006798-0579270CASH DISTRIB FROM INVEST PARTNERSHIP - $3,855,000ASHTON HOLDINGS IS NOT AN EXCESS BUSINESS HOLDINGMediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (15 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIXED INCOMEFMV$15,748,836$15,748,836
EQUITY SECURITESFMV$143,230,657$143,230,657
INTERNATIONAL EQUITYFMV$122,509,219$122,509,219
MULTI STRATEGY FUNDSFMV$151,394,617$151,394,617
EQUITY HEDGE FUNDSFMV$183,418,709$183,418,709
EVENT/DISTRESSED FUNDSFMV$89,256,126$89,256,126
DISTRESSED PRIVATE EQUITYFMV$151,069,564$151,069,564
ENERGY FUNDSFMV$13,141,080$13,141,080
HIGH YIELD FUNDSFMV$44,098,312$44,098,312
LBO FUNDSFMV$405,780,072$405,780,072
MEZZANINE FUNDSFMV$1,012,899$1,012,899
REAL ESTATE FUNDS AND OTHER HARD ASSETSFMV$139,969,683$139,969,683
SECONDARIES FUNDSFMV$18,697,250$18,697,250
VENTURE CAPITALFMV$149,730,184$149,730,184
DERIVATIVESFMV$9,756,500$9,756,500

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LEASEHOLD IMPROVEMENTS$1,560,097$508,144$1,051,953$1,051,953
FURNITURE & FIXTURES$370,037$105,725$264,312$264,312
COMPUTERS & EQUIPMENT$186,793$66,724$120,069$120,069
SOFTWARE$240,846$234,412$6,434$6,434

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$266,955LegalFeesAmt
Net Investment Income$8,169NetInvestmentIncomeAmt
Disbursements Charitable Prps$268,892DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS$28,325,640$9,700,469$9,700,469
OTHER CURRENT ASSETS$53,423$12,998,281$12,998,281
INVESTMENT REDEMPTION RECEIVABLE$44,320,438$35,615,890$35,615,890

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$69,498,482Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$13,613$0$13,264
INVESTMENT MGMT FEES$3,208,241$998,354$0
INVESTMENT EXPENSE - PARTNERSHIP PASS THROUGH$16,323,212$16,842,028$0
MEDIA & COMMUNICATIONS$55,885$0$39,260
ADMINISTRATION$166,995$0$144,300
GRANT RELATED BANK FEES$76,466$345$76,383

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INVEST. INCOME - PARTNERSHIP PASS THROUGH (BOOK)$2,765,076$0$2,765,076
OTHER INVEST. INCOME - PARTNERSHIP PASS THROUGH (TAX)$10,809,110$10,247,246$10,809,110
ORDINARY INVEST. LOSSES-$44,454,377-$44,454,377-$44,454,377
RETURN OF GRANT FUNDS$62,424$62,424

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAX LIABILITYDesc
BOY Book Value$5,130,511BOYBookValueAmt
EOY Book Value$4,378,497EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATION$6,848$0$6,848
GRANT RELATED PROF FEES$223,934$0$286,941
EQUIPMENT MAINTENANCE$30,575$0$30,838
FINANCIAL AND ADMIN MANAGMENT$4,151,710$2,174,150$1,156,359
TECHNOLOGY$96,792$0$76,123
PROGRAM SUPPORT$1,047,942$0$1,045,503
OTHER PROFESSIONAL FEES$43,750$0$75,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$1,697,484$0$0
UNRELATED BUSINESS INCOME TAX$80,985$0$0
PROPERTY TAX AND FILING FEES$9,840$0$1,260

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASHTON HOLDINGSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 AVENUE OF THE STARS STE 3000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
EIN980579270EIN
DescCASH DISTRIBUTION FROM INVESTMENT PARTNERSHIPDesc
Amt$0Amt
FieldValueIRS element (for citing)
Total$3,855,000TotalAmt

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