JOHNNY CARSON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOHNNY CARSON FOUNDATION (EIN 20-5885752)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201601349349101175
- Schema version
- 2014v6.0
- 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
- Amortization Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T10:38:17-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954802807 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GETTLESON WITZER & O'CONNOR | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 VENTURA BLVD STE 900 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205885752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN W CARSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARS | BusinessNameControlTxt |
| Phone | 3102889966 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 VENTURA BLVD SUITE 900 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE L WITZER | PersonNm |
| Person Title | COO/CFO/SEC/DIRECTOR | PersonTitleTxt |
| Phone | 3102889966 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDAL O'CONNOR | PreparerPersonNm |
| PTIN | P00394812 | PTIN |
| Phone | 3102889970 | PhoneNum |
| Preparation | 2016-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $163,454,119 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $1,006 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,006 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,424,127 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,416,895 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,997,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,077,292 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,997,628 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,521,936 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,111,374 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,944,697 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,526,903 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $483,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $200,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $283,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,838 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,838 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $100,637 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $23,587 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $77,050 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $95,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $95,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $795,716 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $721,393 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $74,323 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $274,677 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,954 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,723 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $13,345 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,345 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,733 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,733 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $845,451 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $750,131 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95,320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,615,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,709,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $656,832 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,214,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,214,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,830,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,709,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,871,332 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,885,700 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,817,838 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $188,425 | CashBOYAmt |
| Cash EOY | $209,341 | CashEOYAmt |
| Cash EOYFMV | $209,341 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,422,681 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,012,833 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,012,833 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,785,714 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,831,006 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,739,189 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $26,171,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,364,913 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,926,392 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,617,346 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,975,835 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,153,498 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $98,353,459 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,447,866 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,858,509 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,658,669 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,470,286 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,554,357 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $149,197,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,312,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $163,454,119 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $149,197,780 | RetainedEarningBOYAmt |
| Retained Earning EOY | $147,312,080 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $149,197,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $147,312,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $149,197,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $147,312,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $149,197,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,885,700 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $147,312,080 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $147,312,080 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ENCOMPASS CAPITAL FUND OFFSHORE | P | $955,492 | $750,000 | $205,492 | $205,492 |
| CLAREN ROAD CREDIT FUND | P | $4,442,876 | $4,550,000 | -$107,124 | -$107,124 |
| JHL CAPITAL GROUP | P | $300,000 | $243,600 | $56,400 | $56,400 |
| MALTA OFFSHORE. | P | $700,000 | $571,559 | $128,441 | $128,441 |
| COMMONWEALTH OPPORT FUND | P | $250,000 | $207,012 | $42,988 | $42,988 |
| RIMROCK HIGH INCOME PLUS | P | $800,000 | $658,274 | $141,726 | $141,726 |
| SPM OPPORTUNITIES OFFSHORE FUND | P | $100,000 | $86,082 | $13,918 | $13,918 |
| RED KITE HTZ | P | $3,435,580 | $3,200,000 | $235,580 | $235,580 |
| LOMBARD ODIER | P | $4,694,818 | $5,050,000 | -$355,182 | -$355,182 |
| REDMILE CAPITAL OFFSHORE FUND | P | $1,250,000 | $823,537 | $426,463 | $426,463 |
| SHANNON RIVER PARTNERS LTD | P | $5,074,705 | $4,700,000 | $374,705 | $374,705 |
| RESOLUTION CREDIT OPP CAYMAN FUND | P | $1,813,996 | $1,500,000 | $313,996 | $313,996 |
| MADISON INTL REAL ESTATE LIQ FUND | P | $141,212 | $60,721 | $80,491 | $80,491 |
| BREVAN HOWARD CREDIT | P | $5,641,219 | $4,300,000 | $1,341,219 | $1,341,219 |
| CNB 4330 SHORT-TERM | $34,565 | $34,565 | $34,565 | ||
| CNB 4330 LONG-TERM | $1,621,757 | $1,181,093 | $440,664 | $440,664 | |
| CNB 4340 SHORT-TERM | $672,028 | $698,072 | -$26,044 | -$26,044 | |
| CNB 4340 LONG-TERM | $3,854,625 | $4,001,459 | -$146,834 | -$146,834 | |
| AMI 0287 SHORT-TERM | $1,031,040 | $881,248 | $149,792 | $149,792 | |
| AMI 0287 LONG-TERM | $410,183 | $331,674 | $78,509 | $78,509 | |
| AMI 3066 SHORT-TERM | $1,160,458 | $899,730 | $260,728 | $260,728 | |
| AMI 3066 LONG-TERM | $3,815,598 | $2,261,568 | $1,554,030 | $1,554,030 | |
| ACR 0122 LONG-TERM | $1,395,135 | $640,986 | $754,149 | $754,149 | |
| CNS 9064 SHORT-TERM | $482,005 | $483,049 | -$1,044 | -$1,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,997,628 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,084,503 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $165,482,391 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048854 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,744,869 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $159,162,687 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042377 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,086,164 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $163,124,356 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055701 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,576,558 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $167,990,714 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033196 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,588,560 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $157,916,071 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035389 | DistributionYr5Rt |
| Total Distribution | 0.215517 | TotalDistributionRt |
| Average Distribution | 0.043103 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $165,712,747 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,142,717 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $68,178 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,210,895 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,871,332 | 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 | $68,178 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68,178 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68,178 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $345,066 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $345,066 | TotalPaymentsAndCreditsAmt |
| Overpayment | $276,888 | OverpaymentAmt |
| Applied To ES Tax | $276,888 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GETTLESON WITZER O'CONNOR | IndividualWithBooksNm |
| Phone | 3102889970 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 VENTURA BLVD STE 900 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE L WITZER | ||||||||
| 16000 VENTURA BLVD SUITE 900 | ENCINO | CA | 91436 | COO/CFO/SEC/DIRECTOR | 20.00 | $200,000 | $0 | $0 |
| ALLAN L ALEXANDER | ||||||||
| 9595 WILSHIRE BLVD STE 900 | BEVERLY HILLS | CA | 90212 | CEO/PRES/GEN COUNSEL/DIRECTOR | 20.00 | $200,000 | $0 | $0 |
| LAWRENCE HELLER | ||||||||
| 16000 VENTURA BLVD SUITE 900 | ENCINO | CA | 91436 | DIRECTOR | 3.00 | $41,600 | $0 | $0 |
| STEVE SOTZING | ||||||||
| 202 SHORE ROAD | OLD GREENWICH | CT | 06870 | DIRECTOR | 3.00 | $41,600 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ICG ADVISORS | |||||
| 11111 SANTA MONICA BLVD STE 2100 | LOS ANGELES | CA | 90025 | INVESTMENT ADVISORY | $565,085 |
| GETTLESON WITZER & O'CONNOR | |||||
| 16000 VENTURA BLVD SUITE 900 | ENCINO | CA | 91436 | TAX AND ACCOUNTING | $71,300 |
| AMI ASSET MANAGEMENT | |||||
| 10866 WILSHIRE BLVD STE 770 | LOS ANGELES | CA | 900244350 | INVESTMENT MANAGEMENT | $66,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $153,256,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,216,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,763,103 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $168,236,291 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $168,236,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,523,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $165,712,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,285,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,285,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68,178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68,178 | TotalTaxAmt |
| Distributable Before Adj | $8,217,459 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,217,459 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,217,459 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,871,332 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,871,332 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $68,178 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,803,154 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,217,459 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $870,615 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $870,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,871,332 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,217,459 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $653,873 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,524,488 | 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 | $1,524,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $870,615 | ExcessFromYear3Amt |
| Excess From Current Year | $653,873 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (175 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 2015 SPECIAL OLYMPICS WORLD GAMES | ||||||||
| 350 SOUTH GRAND AVE SUITE 200 | LOS ANGELES | CA | 90071 | NONE | PC | UNRESTRICTED | $25,000 | |
| A BETTER LA | ||||||||
| 9911 W PICO BLVD SUITE 510 | LOS ANGELES | CA | 90035 | NONE | PC | UNRESTRICTED | $25,000 | |
| A THOUSAND JOYS | ||||||||
| 1313 WEST 8TH STREET SUITE 214 | LOS ANGELES | CA | 90017 | NONE | PC | TRANSFORMATION PROGRAM AT NEW DESIGNS CHARTER SCHOOL IN WATTS | $50,000 | |
| A WORLD FIT FOR KIDS | ||||||||
| 678 S LA FAYETTE PARK PLACE | LOS ANGELES | CA | 90057 | NONE | PC | UNRESTRICTED | $25,000 | |
| ADVANCEMENT PROJECT | ||||||||
| 1910 WEST SUNSET BLVD SUITE 500 | LOS ANGELES | CA | 90026 | NONE | PC | UNRESTRICTED | $5,000 | |
| AFRICAN AMERICAN BOARD LEADERSHIP INSTITUTE | ||||||||
| 1000 NORTH ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | UNRESTRICTED | $10,000 | |
| AIDS PROJECT LOS ANGELES | ||||||||
| THE DAVID GEFFEN CENTER 611 S | LOS ANGELES | CA | 90005 | NONE | PC | UNRESTRICTED | $20,000 | KINGSLEY DR |
| ALLIANCE FOR COLLEGE READY PUBLIC SCHOOLS | ||||||||
| 1940 SOUTH FIGUEROA ST | LOS ANGELES | CA | 90007 | NONE | PC | SCHOLARSHIPS | $310,000 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 3325 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90010 | NONE | PC | UNRESTRICTED | $7,500 | |
| AMERICAN RED CROSS LOS ANGELES REGION | ||||||||
| 11355 OHIO AVE | LOS ANGELES | CA | 90025 | NONE | PC | UNRESTRICTED | $10,000 | |
| AQUARIUM OF THE PACIFIC | ||||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | PC | $50,000 - UNRESTRICTED / $75,000 - CAPITAL CAMPAIGN] | $125,000 | |
| ARC OF NORFOLK | ||||||||
| PO BOX 32 | NORFOLK | NE | 68702 | NONE | PC | UNRESTRICTED | $5,000 | |
| ARTWORX LA | ||||||||
| 1140 NORTH CITRUS AVE | LOS ANGELES | CA | 90038 | NONE | PC | UNRESTRICTED | $12,500 | |
| ASPIRE PUBLIC SCHOOLS | ||||||||
| 1001 22ND AVE | OAKLAND | CA | 94606 | NONE | PC | UNRESTRICTED | $5,000 | |
| AUTISM SPEAKS | ||||||||
| 6330 VICENTE BLVD NO 900 | LOS ANGELES | CA | 90048 | NONE | PC | BAKER SUMMER CAMP PROGRAM | $50,000 | |
| BIENVENIDOS FOUNDATION | ||||||||
| 316 WEST 2ND ST SUITE 800 | LOS ANGELES | CA | 90012 | NONE | PC | UNRESTRICTED | $5,000 | |
| BOYS AND GIRLS CLUB OF EAST LOS ANGELES | ||||||||
| 324 N MCDONNELL AVE | LOS ANGELES | CA | 90022 | NONE | PC | UNRESTRICTED | $20,000 | |
| BRING ME A BOOK | ||||||||
| 607 RUBY STREET | REDONDO BEACH | CA | 90277 | NONE | PC | UNRESTRICTED | $10,000 | |
| C5LA | ||||||||
| 1334 SOUTH CENTRAL AVE | LOS ANGELES | CA | 90021 | NONE | PC | UNRESTRICTED | $5,000 | |
| CALIFORNIA SCIENCE CENTER | ||||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | NONE | PC | UNRESTRICTED | $10,000 | |
| CAMP RONALD MCDONALD FOR GOOD TIMES | ||||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | NONE | PC | UNRESTRICTED | $10,000 | |
| CANCER SUPPORT COMMUNITY-BENJAMIN CENTER | ||||||||
| 1990 SOUTH BUNDY DRIVE SUITE 100 | LOS ANGELES | CA | 90025 | NONE | PC | UNRESTRICTED | $35,000 | |
| CASA OF LOS ANGELES | ||||||||
| 201 CENTRE PLAZA DR SUITE 1100 | MONTEREY PARK | CA | 91754 | NONE | PC | UNRESTRICTED | $15,000 | |
| CATALINA ISLAND CONSERVANCY | ||||||||
| PO BOX 2739 | AVALON | CA | 90704 | NONE | PC | UNRESTRICTED | $5,000 | |
| CCFCIC - FBO LOS ANGELES PARTNERSHIP | ||||||||
| 221 S FIGUEROA ST STE 400 | LOS ANGELES | CA | 90012 | NONE | PC | UNRESTRICTED | $2,500 | |
| CHILD SHARE | ||||||||
| 1544 WEST GLENOAKS BLVD | GLENDALE | CA | 91201 | NONE | PC | UNRESTRICTED | $10,000 | |
| CHILDREN OF THE NIGHT | ||||||||
| 14530 SYLVAN STREET | VAN NUYS | CA | 91411 | NONE | PC | UNRESTRICTED | $280,000 | |
| CHILDREN'S BURN FOUNDATION | ||||||||
| 5000 VAN NUYS BLVD SUITE 450 | SHERMAN OAKS | CA | 91403 | NONE | PC | UNRESTRICTED | $30,000 | |
| CHILDREN'S DEFENSE FUND | ||||||||
| 31 S SPRING ST SUITE 500 C | LOS ANGELES | CA | 90014 | NONE | PC | UNRESTRICTED | $35,000 | |
| CHILDREN'S HOSPITAL LA - GOFARR FUND | ||||||||
| 4650 SUNSET BLVD NO 29 | LOS ANGELES | CA | 90027 | NONE | PC | GOFARR FUND | $15,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD NO 29 | LOS ANGELES | CA | 90027 | NONE | PC | $25,000 UNRESTRICTED, $1,500,000 - CAPITAL CAMPAIGN | $1,525,000 | |
| CHILDREN'S INSTITUTE | ||||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | PC | WATTS PROGRAMMING | $125,000 | |
| CHP 11-99 FOUNDATION | ||||||||
| 2244 NORTH STATE COLLEGE BLVD | FULLERTON | CA | 92831 | NONE | PC | UNRESTRICTED | $7,500 | |
| CHRYSALIS FOUNDATION | ||||||||
| 1853 LINCOLN BLVD | SANTA MONICA | CA | 90404 | NONE | PC | UNRESTRICTED | $110,000 | |
| CITY OF FULLERTON MUSEUM CENTER ASSOCIATION | ||||||||
| 301 N POMONA AVENUE | FULLERTON | CA | 92832 | NONE | PC | UNRESTRICTED | $12,000 | |
| CITY YEAR LOS ANGELES | ||||||||
| 606 SOUTH OLIVE ST 2ND FLOOR | LOS ANGELES | CA | 90014 | NONE | PC | UNRESTRICTED | $15,000 | |
| COLLEGE BOUND | ||||||||
| 17316 EDWARDS RD SUITE 750 | CERRITOS | CA | 90703 | NONE | PC | UNRESTRICTED | $10,000 | |
| COLLEGE TRACK | ||||||||
| 2130 EAST 1ST STREET | LOS ANGELES | CA | 90013 | NONE | PC | UNRESTRICTED | $50,000 | |
| COMFORT FOR COURT KIDS INC | ||||||||
| 201 CENTER PLAZA DR SUITE 3 | MONTEREY PARK | CA | 91754 | NONE | PC | UNRESTRICTED | $5,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | DHHEAF PROGRAM | $2,500 | |
| CREATE NOW | ||||||||
| 1611 S HOPE ST SUITE E | LOS ANGELES | CA | 90015 | NONE | PC | UNRESTRICTED | $10,000 | |
| CRITTENTON SERVICES | ||||||||
| PO BOX 9 | FULLERTON | CA | 92836 | NONE | PC | UNRESTRICTED | $5,000 | |
| CSULB | ||||||||
| 6300 STATE UNIVERSITY DR SUITE 332 | LONG BEACH | CA | 90815 | NONE | PC | KKJZ | $40,000 | |
| DAVID GEFFEN SCHOOL OF MEDICINE AT UCLA | ||||||||
| 10833 LE CONTE AVE RPP 37-13 I CHS | LOS ANGELES | CA | 90095 | NONE | PC | $200,000 - COPD RESEARCH GRANT | $200,000 | BOX 951690 |
| DAVID LYNCH FOUNDATION | ||||||||
| 621 S HIGHLAND AVE | LOS ANGELES | CA | 90036 | NONE | PC | KAO TM TEACHER PROGRAM | $50,000 | |
| DEAR JACK FOUNDATION | ||||||||
| 12100 WILSHIRE BLVD SUITE 550 | LOS ANGELES | CA | 90025 | NONE | PC | UNRESTRICTED | $5,000 | |
| DIRECT RELIEF | ||||||||
| 27 LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PC | UNRESTRICTED | $10,000 | |
| DISABILITY RIGHTS ADVOCATES | ||||||||
| 2001 CENTER ST 4TH FLOOR | BERKELEY | CA | 94704 | NONE | PC | UNRESTRICTED | $30,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | UNRESTRICTED | $20,000 | |
| DREAM A WORLD EDUCATION INC | ||||||||
| 256 SO ROBERTSON BLVD STE 2288 | BEVERLY HILLS | CA | 90211 | NONE | PC | UNRESTRICTED | $5,000 | |
| EDUCATION PIONEERS | ||||||||
| 1625 CLAY ST SUITE 300 | OAKLAND | CA | 94612 | NONE | PC | UNRESTRICTED | $10,000 | |
| EDUCATION THROUGH MUSIC - LOS ANGELES | ||||||||
| 847 N HOLLYWOOD WAY SUITE 206 | BURBANK | CA | 91505 | NONE | PC | UNRESTRICTED | $25,000 | |
| ELIZABETH GLASER PEDIACTRIC AIDS FOUNDATION | ||||||||
| 1140 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $30,000 | |
| ELKHORN VALLEY MUSEUM | ||||||||
| 515 QUEEN CITY BLVD | NORFOLK | NE | 68701 | NONE | PC | UNRESTRICTED | $10,000 | |
| EXCEPTIONAL CHILDREN'S FOUNDATION | ||||||||
| KAYNE ERAS CENTER 5350 MACHADO RD | CULVER CITY | CA | 90230 | NONE | PC | UNRESTRICTED | $15,000 | |
| FACING HISTORY AND OURSELVES | ||||||||
| 350 BIXEL ST SUITE 160 | LOS ANGELES | CA | 90017 | NONE | PC | UNRESTRICTED | $30,000 | |
| FRIENDS OF EXPO CENTER | ||||||||
| 3980 BILL ROBERTSON LN SUITE 203 | LOS ANGELES | CA | 90037 | NONE | PC | SUMMER JOBS PROGRAM | $50,000 | |
| FULFILLMENT FUND | ||||||||
| 6100 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | NONE | PC | UNRESTRICTED | $15,000 | |
| GABRIELLA AXELRAD EDUCATION FOUNDATION | ||||||||
| 639 S COMMONWEALTH AVE NO B | LOS ANGELES | CA | 90005 | NONE | PC | UNRESTRICTED | $10,000 | |
| GHETTO FILM SCHOOL INC | ||||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | NONE | PC | UNRESTRICTED | $50,000 | |
| GOOD SHEPHERD SHELTER OF LOS ANGELES | ||||||||
| 2561 VENICE BLVD | LOS ANGELES | CA | 90019 | NONE | PC | UNRESTRICTED | $75,000 | |
| GREATER LOS ANGELES ZOO ASSOCIATION | ||||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | NONE | PC | UNRESTRICTED | $45,000 | |
| GREEN DOT PUBLIC SCHOOLS | ||||||||
| 1149 S HILL ST SUITE 600 | LOS ANGELES | CA | 90015 | NONE | PC | INNOVATION HUB AT LOCKE HIGH SCHOOL | $50,000 | |
| GRYD FOUNDATION | ||||||||
| 6080 CENTER DR 6TH FLOOR | LOS ANGELES | CA | 90045 | NONE | PC | SUMMER NIGHT LIGHTS PROGRAM | $10,000 | |
| HEAL THE BAY | ||||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | PC | UNRESTRICTED | $80,000 | |
| HEART OF LOS ANGELES | ||||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | NONE | PC | UNRESTRICTED | $50,000 | |
| HOLLYGROVE | ||||||||
| 815 N EL CENTRO AVE | LOS ANGELES | CA | 90038 | NONE | PC | UNRESTRICTED | $35,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PC | UNRESTRICTED | $270,000 | |
| HOMES FOR OUR TROOPS | ||||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | PC | UNRESTRICTED | $10,000 | |
| HOUSE EAR INSTITUTE | ||||||||
| 2100 WEST THIRD ST 5TH FLOOR | LOS ANGELES | CA | 90057 | NONE | PC | UNRESTRICTED | $5,000 | |
| IMAGINE LA | ||||||||
| 5455 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | UNRESTRICTED | $25,000 | |
| INGENIUM CHARTER SCHOOL | ||||||||
| 22250 ELKWOOD STREET | CANOGA PARK | CA | 91304 | NONE | PC | UNRESTRICTED | $11,250 | |
| INNER-CITY FILMMAKERS | ||||||||
| 3000 WEST OLYMPIC BLVD | SANTA MONICA | CA | 90404 | NONE | PC | UNRESTRICTED | $25,000 | |
| INTERFACE CHILDREN FAMILY SERVICES | ||||||||
| 4001 MISSION OAKS BLVD SUITE 1 | CAMARILLO | CA | 93012 | NONE | PC | UNRESTRICTED | $10,000 | |
| JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL RD SUITE 550 | VIENNA | VA | 22182 | NONE | PC | UNRESTRICTED | $10,000 | |
| JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | NONE | PC | CAMP MAX STRAUS | $60,000 | |
| JUNIOR BLIND OF AMERICA | ||||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | PC | UNRESTRICTED | $20,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 811 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90017 | NONE | PC | UNRESTRICTED | $12,500 | |
| KEEP YOUTH DOING SOMETHING | ||||||||
| 7026 SOPHIA AVE | VAN NUYS | CA | 91406 | NONE | PC | UNRESTRICTED | $20,000 | |
| KIDS IN SPORTS | ||||||||
| PO BOX 7790 | LOS ANGELES | CA | 90007 | NONE | PC | UNRESTRICTED | $10,000 | |
| LA FAMILY HOUSING | ||||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | NONE | PC | UNRESTRICTED | $10,000 | |
| LA'S PROMISE | ||||||||
| 1035 S GRAND AVE 2ND FLOOR | LOS ANGELES | CA | 90015 | NONE | PC | UNRESTRICTED | $10,000 | |
| LAUSD EDUCATION FOUNDATION | ||||||||
| 333 S BEAUDRY AVE 29TH FLOOR | LOS ANGELES | CA | 90017 | NONE | PC | BEYOND THE BELL PROGRAM | $120,000 | |
| LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE | ||||||||
| OFFICE OF INSTITUTIONAL ADVANCEMENT | TORRANCE | CA | 90502 | NONE | PC | COPD RESEARCH | $10,000 | 1124 WEST CARSON STREET |
| LOS ANGELES CLIPPERS FOUNDATION | ||||||||
| 6951 S CENTINELA AVE | PLAYA VISTA | CA | 90094 | NONE | PC | UNRESTRICTED | $6,500 | |
| LOS ANGELES COUNTY POLICE CANINE ASSOCIATION | ||||||||
| 1223 WILSHIRE BLVD NO 435 | SANTA MONICA | CA | 90403 | NONE | PC | UNRESTRICTED | $2,500 | |
| LOS ANGELES DODGERS FOUNDATION | ||||||||
| 1000 ELYSIAN PARK AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | UNRESTRICTED | $5,000 | |
| LOS ANGELES FAMILY HOUSING | ||||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | NONE | PC | UNRESTRICTED | $10,000 | |
| LOS ANGELES MISSION | ||||||||
| 303 E 5TH STREET | LOS ANGELES | CA | 90013 | NONE | PC | UNRESTRICTED | $60,000 | |
| LOS ANGELES POLICE HISTORICAL SOCIETY | ||||||||
| 6045 YORK BLVD | LOS ANGELES | CA | 90042 | NONE | PC | UNRESTRICTED | $7,000 | |
| LOS ANGELES REGIONAL FOODBANK | ||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PC | UNRESTRICTED | $25,000 | |
| LUPUS LA | ||||||||
| 5670 WILSHIRE BLVD SUITE 830 | LOS ANGELES | CA | 90036 | NONE | PC | UNRESTRICTED | $5,000 | |
| MAPLE COUNSELING CENTER | ||||||||
| 9107 WILSHIRE BLVD | BEVERLY HILLS | CA | 90210 | NONE | PC | UNRESTRICTED | $10,000 | |
| MEALS ON WHEELS WEST | ||||||||
| 1823-A MICHIGAN AVE | SANTA MONICA | CA | 90404 | NONE | PC | UNRESTRICTED | $10,000 | |
| MEET EACH NEED WITH DIGNITY | ||||||||
| 10641 N SAN FERNANDO RD | PACOIMA | CA | 91331 | NONE | PC | UNRESTRICTED | $5,000 | |
| MELANOMA RESEARCH FOUNDATION | ||||||||
| 1411 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED | $5,000 | |
| MERCY MEALS - KIDS AGAINST HUNGER | ||||||||
| PO BOX 1873 | NORFOLK | NE | 68701 | NONE | PC | UNRESTRICTED | $5,000 | |
| MILK & BOOKIES | ||||||||
| 1448 15TH ST SUITE 202 | SANTA MONICA | CA | 90404 | NONE | PC | UNRESTRICTED | $10,000 | |
| MOTION PICTURE & TELEVISION FUND | ||||||||
| PO BOX 51150 | LOS ANGELES | CA | 90051 | NONE | PC | $97,000 - UNRESTRICTED / $30,000 - COUNTRY HOUSE FUND | $127,000 | |
| MUCKENTHALER CULTURAL CENTER | ||||||||
| 1201 W MALVERN AVE | FULLERTON | CA | 92833 | NONE | PC | UNRESTRICTED | $20,000 | |
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||
| 1145 17TH STREET NW DEVELOPMENT | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $21,000 | OFFICE |
| NATIONAL JEWISH HEALTH - COPD | ||||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | NONE | PC | $25,000 - UNRESTRICTED / $200,000 - COPD RESEARCH | $225,000 | |
| NETWORK FOR TEACHING ENTREPRENEURSHIP GREATER LA | ||||||||
| 120 WALL ST 18TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | LOS ANGELES AREA PROGRAMS | $5,000 | |
| NEW DIRECTIONS INC | ||||||||
| 11303 WILSHIRE BLVD VA BUILDING 116 | LOS ANGELES | CA | 90073 | NONE | PC | UNRESTRICTED | $35,000 | |
| NORFOLK SENIOR CITIZENS CENTER | ||||||||
| 307 PROSPECT PO BOX 302 | NORFOLK | NE | 68701 | NONE | PC | $50,000 UNRESTRICTED / $50,000 - BUS BARN | $100,000 | |
| NORTHRIDGE HOSPITAL FDN - CENTER FOR ASSAULT TREATMENT SERVICES | ||||||||
| 8210 ETIWANDA AVE | RESEDA | CA | 91335 | NONE | PC | CENTER FOR ASSAULT TREATMENT SERVICES | $35,000 | |
| OCEAN PARK COMMUNITY CENTER | ||||||||
| 1453 16TH STREET | SANTA MONICA | CA | 90404 | NONE | PC | UNRESTRICTED | $30,000 | |
| ONE VOICE | ||||||||
| 1228 15TH STREET SUITE C | SANTA MONICA | CA | 90404 | NONE | PC | UNRESTRICTED | $25,000 | |
| ORANGEWOOD CHILDREN'S FOUNDATION | ||||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | NONE | PC | UNRESTRICTED | $25,000 | |
| PS ARTS | ||||||||
| 1728 ABBOT KINNEY BLVD SUITE 101 | VENICE | CA | 90291 | NONE | PC | UNRESTRICTED | $10,000 | |
| PAT TILLMAN FOUNDATION | ||||||||
| 2141 EAST BROADWAY RD SUITE 115 | TEMPE | AZ | 85282 | NONE | PC | TILLMAN SCHOLARS PROGRAM | $100,000 | |
| PBS SOCAL | ||||||||
| 3080 BRISTOL ST SUITE 400 | COSTA MESA | CA | 92626 | NONE | PC | UNRESTRICTED | $10,000 | |
| PEOPLE ASSISTING THE HOMELESS | ||||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | NONE | PC | UNRESTRICTED | $5,000 | |
| PEPPERDINE UNIVERSITY | ||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | NONE | PC | UNRESTRICTED | $7,500 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1730 M STREET NW STE 601 | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $1,000 | |
| PHOENIX HOUSES OF CALIFORNIA INC | ||||||||
| 503 OCEAN FRONT WALK | VENICE | CA | 90291 | NONE | PC | UNRESTRICTED | $40,000 | |
| PLANNED PARENTHOOD LA | ||||||||
| 400 W 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | SOUTH LOS ANGELES INITIATIVE FOR SCHOOL-BASED EDUCATION AND PROMOTORAS COMUNIITARIAS PROGRAMS | $125,000 | |
| PLANNED PARENTHOOD OF THE HEARTLAND | ||||||||
| PO BOX 4557 | DES MOINES | IA | 50305 | NONE | PC | UNRESTRICTED | $25,000 | |
| PROFESSIONAL BASEBALL SCOUTS FOUNDATION | ||||||||
| 9665 WILSHIRE BLVD SUITE 801 | BEVERLY HILLS | CA | 90212 | NONE | PC | UNRESTRICTED | $5,000 | |
| PROJECT ANGEL FOOD | ||||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NONE | PC | UNRESTRICTED | $60,000 | |
| PROYECTO PASTORAL | ||||||||
| 135 N MISSION ROAD | LOS ANGELES | CA | 90033 | NONE | PC | UNRESTRICTED | $15,000 | |
| PUBLIC COUNSEL | ||||||||
| 610 SOUTH ARDMORE AVE | LOS ANGELES | CA | 90005 | NONE | PC | UNRESTRICTED | $25,000 | |
| READING IS FUNDAMENTAL | ||||||||
| 7250 BANDINI BLVD SUITE 209 | LOS ANGELES | CA | 90040 | NONE | PC | UNRESTRICTED | $5,000 | |
| RP INTERNATIONAL | ||||||||
| PO BOX 900 | WOODLAND HILLS | CA | 91365 | NONE | PC | UNRESTRICTED | $2,500 | |
| SABAN COMMUNITY CLINIC | ||||||||
| 8405 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PC | $100,000 - DENTAL CLINIC / $55,000 UNRESTRICTED | $155,000 | |
| SALK INSTITUTE | ||||||||
| PO BOX 85800 | SAN DIEGO | CA | 92186 | NONE | PC | UNRESTRICTED | $15,000 | |
| SCHOOL LEADERS NETWORK | ||||||||
| 1100 EAST WASHINGTON RD | HINSDALE | MA | 01235 | NONE | PC | LOS ANGELES AREA PROGRAM | $55,000 | |
| SCREEN ACTORS GUILD FOUNDATION | ||||||||
| 5757 WILSHIRE BLVD SUITE 124 | LOS ANGELES | CA | 90036 | NONE | PC | UNRESTRICTED | $30,000 | |
| SERIOUSFUN CHILDREN'S NETWORK | ||||||||
| 228 SAUGATUCK AVENUE | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED | $5,000 | |
| SHANE'S INSPIRATION | ||||||||
| 15213 BURBANK BLVD | SHERMAN OAKS | CA | 91411 | NONE | PC | UNRESTRICTED | $15,000 | |
| SHARE INC | ||||||||
| PO BOX 1342 | BEVERLY HILLS | CA | 90213 | NONE | PC | UNRESTRICTED | $20,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 SOUTH RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | UNRESTRICTED | $10,000 | |
| SPARK PROGRAM INC | ||||||||
| 315 WEST 9TH ST SUITE 313 | LOS ANGELES | CA | 90015 | NONE | PC | LOS ANGELES AREA PROGRAMS | $65,000 | |
| SPECIAL OLYMPICS SOUTHERN CALIFORNIA | ||||||||
| 1600 FORBES WAY SUITE 200 | LONG BEACH | CA | 90810 | NONE | PC | UNRESTRICTED | $40,000 | |
| ST JOSEPH CENTER | ||||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | NONE | PC | UNRESTRICTED | $35,000 | |
| ST JUDE | ||||||||
| 12365 LEWIS ST SUITE 101 | GARDEN GROVE | CA | 92840 | NONE | PC | UNRESTRICTED | $5,000 | |
| STARLIGHT CHILDREN'S FOUNDATION | ||||||||
| 2049 CENTURY PARK EAST SUITE 4320 | LOS ANGELES | CA | 90067 | NONE | PC | UNRESTRICTED | $5,000 | |
| STREETLIGHTS | ||||||||
| 662 N VAN NESS AVE ROOM 105 | HOLLYWOOD | CA | 90004 | NONE | PC | UNRESTRICTED | $10,000 | |
| STUDENTS RUN AMERICA | ||||||||
| DBA STUDENTS RUN LA 5252 CREBS | TARZANA | CA | 91356 | NONE | PC | UNRESTRICTED | $15,000 | AVENUE |
| TEACH FOR AMERICA | ||||||||
| 606 SOUTH OLIVE ST SUITE 300 | LOS ANGELES | CA | 90014 | NONE | PC | UNRESTRICTED | $185,000 | |
| THE ALLIANCE FOR CHILDREN'S RIGHTS | ||||||||
| 3333 WILSHIRE BLVD SUITE 550 | LOS ANGELES | CA | 90010 | NONE | PC | UNRESTRICTED | $25,000 | |
| THE BROAD STAGE | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PC | BUSING FOR INNER CITY FAMILIES | $50,000 | |
| THE CENTER FOR THE PARTIALLY SIGHTED | ||||||||
| 6101 W CENTINELA AVE SUITE 150 | CULVER CITY | CA | 90230 | NONE | PC | UNRESTRICTED | $10,000 | |
| THE ELI HOME | ||||||||
| 1175 N EAST STREET | ANAHEIM | CA | 92805 | NONE | PC | UNRESTRICTED | $10,000 | |
| THE GROUNDWATER FOUNDATION | ||||||||
| 3201 PIONEERS BLVD SUITE 105 | LINCOLN | NE | 68502 | NONE | PC | UNRESTRICTED | $20,000 | |
| THE HARMONY PROJECT | ||||||||
| 817 VINE STREET SUITE 2014 | LOS ANGELES | CA | 90038 | NONE | PC | UNRESTRICTED | $25,000 | |
| THE HEART FOUNDATION | ||||||||
| 31822 VILLAGE CENTER ROAD SUITE 208 | WESTLAKE VILLAGE | CA | 91361 | NONE | PC | UNRESTRICTED | $10,000 | |
| THE JAMES RANDI EDUCATIONAL FOUNDATION | ||||||||
| 7095 HOLLYWOOD BLVD NO 1170 | LOS ANGELES | CA | 90028 | NONE | PC | UNRESTRICTED | $25,000 | |
| THE LAUREL FOUNDATION | ||||||||
| 75 SOUTH GRAND AVE | PASADENA | CA | 91105 | NONE | PC | UNRESTRICTED | $5,000 | |
| THE PARTNERSHIP FOR LOS ANGELES SCHOOLS | ||||||||
| 1541 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PC | UNRESTRICTED | $15,000 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | PC | $10,000 - UNRESTRICTED / $125,000 - CAPITAL CAMPAIGN | $135,000 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 93002 | LONG BEACH | CA | 90809 | NONE | PC | UNRESTRICTED | $15,750 | |
| THE UNUSUAL SUSPECTS THEATER COMPANY | ||||||||
| 617 S OLIVE ST SUITE 812 | LOS ANGELES | CA | 90014 | NONE | PC | UNRESTRICTED | $70,000 | |
| THE WILLA CATHER FOUNDATION | ||||||||
| 413 NORTH WEBSTER ST | RED CLOUD | NE | 68970 | NONE | PC | UNRESTRICTED | $5,000 | |
| TREE PEOPLE | ||||||||
| COLDWATER CANYON PARK | BEVERLY HILLS | CA | 90210 | NONE | PC | UNRESTRICTED | $5,000 | |
| UNITED FRIENDS OF THE CHILDREN | ||||||||
| 1055 WILSHIRE BLVD SUITE 1955 | LOS ANGELES | CA | 90017 | NONE | PC | UNRESTRICTED | $15,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 101 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | NONE | PC | $750,000 - CARSON OPPORTUNITY SCHOLARSHIP FUND | $750,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | NONE | PC | KUSC | $10,000 | |
| USC NORRIS COMPREHENSIVE CANCER CENTER ANNUAL FUND | ||||||||
| UNIVERSITY PARK CAMPUS ADM 160 MC | LOS ANGELES | CA | 90089 | NONE | PC | UNRESTRICTED | $10,000 | 4017 |
| USC SCHOOL OF CINEMATIC ARTS | ||||||||
| 900 WEST 34TH STREET STE 457 | LOS ANGELES | CA | 90089 | NONE | PC | UNRESTRICTED | $250,000 | |
| VENICE ARTS | ||||||||
| 1702 LINCOLN BLVD | VENICE | CA | 90291 | NONE | PC | UNRESTRICTED | $10,000 | |
| VILLAGE FAMILY SERVICES | ||||||||
| 6736 LAURAL CANYON BLVD SUITE 200 | NORTH HOLLYWOOD | CA | 91606 | NONE | PC | UNRESTRICTED | $10,000 | |
| VIOLENCE PREVENTION COALITION | ||||||||
| 1000 N ALAMEDA ST NO 240 | LOS ANGELES | CA | 90012 | NONE | PC | UNRESTRICTED | $2,500 | |
| VISION TO LEARN | ||||||||
| 11611 SAN VICENTE BLVD SUITE 500 | LOS ANGELES | CA | 90049 | NONE | PC | UNRESTRICTED | $10,000 | |
| WEINGART CENTER FOR THE HOMELESS | ||||||||
| 566 SOUTH SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PC | UNRESTRICTED | $10,000 | |
| WESTCOAST SPORTS ASSOCIATES | ||||||||
| PO BOX 1705 | MANHATTAN BEACH | CA | 90267 | NONE | PC | UNRESTRICTED | $8,000 | |
| WESTSIDE CHILDREN'S CENTER | ||||||||
| 5721 W SLAUSON AVE SUITE 120 | CULVER CITY | CA | 90230 | NONE | PC | UNRESTRICTED | $10,000 | |
| WESTSIDE FOOD BANK | ||||||||
| 1710 22ND STREET | SANTA MONICA | CA | 90404 | NONE | PC | UNRESTRICTED | $30,000 | |
| WHEELCHAIR FOUNDATION | ||||||||
| 5711 NE 22ND TERRACE | FORT LAUDERDALE | FL | 33308 | NONE | PC | UNRESTRICTED | $10,000 | |
| WILDLIFE WAYSTATION INC | ||||||||
| 14831 LITTLE TUJUNGA CANYON RD | SAN FERNANDO | CA | 91342 | NONE | PC | UNRESTRICTED | $30,000 | |
| WITH LOVE GRANDMA INC | ||||||||
| 946 CALLE BRUSCA | THOUSAND OAKS | CA | 91360 | NONE | PC | UNRESTRICTED | $10,000 | |
| WNET NEW YORK PUBLIC MEDIA | ||||||||
| 825 8TH AVE 14TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | $30,000 - SID THE SCIENCE KID | $30,000 | |
| WOMEN'S TEMPORARY LIVING CENTER | ||||||||
| P O BOX 916 | FULLERTON | CA | 92832 | NONE | PC | UNRESTRICTED | $10,000 | |
| WOODCRAFT RANGERS | ||||||||
| 340 E3 5ND ST STE 200 | LOS ANGELES | CA | 90012 | NONE | PC | UNRESTRICTED | $10,000 | |
| WQXR CO NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK ST NO 8 | NEW YORK | NY | 10013 | NONE | PC | UNRESTRICTED | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,214,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN OF THE NIGHT | |||||||
| 14530 SYLVAN STREET | VAN NUYS | CA | 91411 | NONE | PC | UNRESTRICTED | $100,000 |
| CHILDREN'S INSTITUTE | |||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | PC | WATTS PROGRAMMING | $125,000 |
| GHETTO FILM SCHOOL INC | |||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | NONE | PC | UNRESTRICTED | $100,000 |
| THE UNUSUAL SUSPECTS THEATER COMPANY | |||||||
| 617 S OLIVE ST SUITE 812 | LOS ANGELES | CA | 90014 | NONE | PC | UNRESTICTED | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $345,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,006 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,424,127 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,471,936 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,997,628 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSED LEGAL EXPENSES | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $50,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,944,697 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,944,697 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GETTLESON, WITZER & O'CONNOR | $71,300 | $0 | $71,300 |
| KPMG LLP | $24,000 | $0 | $24,000 |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (14 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Net Investment IncomeNetInvestmentIncomeAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|---|
| AMEN TV SERIES | 2008-08-04 | $1,272,500 | $501,929 | 180.000000000000 | $84,833 | $84,833 | $586,762 |
| THE TS LIBRARY | 2008-08-04 | $745,000 | $293,863 | 180.000000000000 | $49,667 | $49,667 | $343,530 |
| COMEDY CLASSICS | 2008-08-04 | $40,000 | $15,779 | 180.000000000000 | $2,667 | $2,667 | $18,446 |
| THE TS THEME | 2008-08-04 | $90,000 | $35,500 | 180.000000000000 | $6,000 | $6,000 | $41,500 |
| THE BIG CHILL | 2008-08-04 | $122,500 | $48,321 | 180.000000000000 | $8,167 | $8,167 | $56,488 |
| JC NAME & LIKENESS | 2008-07-01 | $490,000 | $196,002 | 180.000000000000 | $32,667 | $32,667 | $228,669 |
| TS LIBRARY PRESERVATION | 2011-07-01 | $673,668 | $157,189 | 180.000000000000 | $44,911 | $44,911 | $202,100 |
| TS LIBRARY PRESERVATION | 2013-03-14 | $8,482 | 180.000000000000 | $565 | $565 | $565 | |
| TS LIBRARY PRESERVATION | 2014-03-12 | $116,658 | 180.000000000000 | $7,777 | $7,777 | $7,777 | |
| TS LIBRARY PRESERVATION | 2014-07-22 | $56,784 | 180.000000000000 | $3,786 | $3,786 | $3,786 | |
| TS LIBRARY PRESERVATION | 2014-07-23 | $2,800 | 180.000000000000 | $187 | $187 | $187 | |
| TS LIBRARY PRESERVATION | 2014-10-03 | $25,000 | 180.000000000000 | $1,250 | $1,250 | $1,250 | |
| TS LIBRARY PRESERVATION | 2014-11-07 | $64,089 | 180.000000000000 | $2,848 | $2,848 | $2,848 | |
| TS LIBRARY PRESERVATION | 2015-02-11 | $3,924 | 180.000000000000 | $109 | $109 | $109 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,975,835 | EOYBookValueAmt |
| EOYFMV | $5,153,498 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $28,364,913 | EOYBookValueAmt |
| EOYFMV | $32,926,392 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,500,334 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,414,761 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $4,330,672 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,324,428 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (58 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACOF IV BB AIV OFFSHORE FEEDER II | AT COST | $32,772 | $32,772 |
| ACOF IV CWC AIV BLOCKED FEEDER LP | AT COST | $18,197 | $18,197 |
| ACOV IV TO AIV ONSHORE FEEDER II LP | AT COST | $3,416 | $3,416 |
| AG ENERGY PARTNERS, LP | AT COST | $284,401 | $283,493 |
| ARCHER CAPITAL OFFSHORE LTD | AT COST | $4,222,857 | $5,468,662 |
| ARES CORP OPPORT FUND ASIA | AT COST | $1,037,519 | $1,051,355 |
| ARES CORP OPPORT FUND IV | AT COST | $348,631 | $452,879 |
| ARES CORP OPPORT FUND IV BLACKBRUSH ONSHORE BLOCKER | AT COST | $32,779 | $32,779 |
| ARGENTIERE FUND LTD | AT COST | $6,400,000 | $6,927,475 |
| ASTORIA STUDIOS LP | AT COST | $72,306 | $0 |
| BEINVILLE ARGENTINA OPP OFFSHORE FUND LP | AT COST | $1,000,000 | $962,000 |
| BLUMBERG CAPITAL III LP | AT COST | $470,892 | $559,193 |
| BLUMBERG CAPITAL IV, LP | AT COST | $70,000 | $59,779 |
| BREVAN HOWARD CREDIT CATAL | AT COST | $0 | $0 |
| CANYON BALANCED FUND (CAYMAN) | AT COST | $4,168,189 | $5,545,812 |
| CAPITAL ROYALTY PARTNERS II | AT COST | $672,923 | $778,543 |
| CLAREN ROAD CREDIT FUND | AT COST | $0 | $0 |
| COMMONWEALTH OPPORTUNITY FD | AT COST | $3,492,988 | $4,321,220 |
| DUNE REAL ESTATE PARTNERS LP | AT COST | $395,859 | $451,753 |
| ENCOMPASS CAPITAL FND OFFSH | AT COST | $0 | $0 |
| FORTRESS WORLDWIDE TRANSPORTATION | AT COST | $1,441,718 | $1,452,648 |
| FULL VALUE OFFSHORE FUND | AT COST | $3,642,738 | $4,430,436 |
| GREEN EQUITY INVESTORS VI | AT COST | $423,557 | $491,822 |
| INDUSTRY VENTURES PARTNERSHIP | AT COST | $396,976 | $460,726 |
| INVICTA OFFSHORE FUND, LTD | AT COST | $4,483,647 | $4,839,475 |
| IRON SHIELD SPECIAL SIT | AT COST | $3,800,000 | $5,037,714 |
| IVY HILL V | AT COST | $3,000,000 | $2,805,000 |
| JHL CAPITAL GROUP | AT COST | $2,806,400 | $3,732,487 |
| JMB CAPITAL PARTNERS OFF | AT COST | $5,000,000 | $4,845,531 |
| JRK PLATFORM 3 PARALLEL LP | AT COST | $255,410 | $328,296 |
| KOPERNICK GLOBAL ALL-CAP OFF | AT COST | $9,500,000 | $8,037,260 |
| LBA REALTY FUND V LP | AT COST | $236,783 | $244,200 |
| LOMBARD ODIER | AT COST | $0 | $0 |
| LUX VENTURES III LP | AT COST | $394,913 | $561,537 |
| LUX VENTURES IV LP | AT COST | $50,000 | $39,757 |
| MADISON INTL REAL ESTATE LIQ | AT COST | $407,636 | $546,922 |
| MADISON INTL REAL ESTATE LIQ FUND - AIV OFFSHORE | AT COST | $317,568 | $317,568 |
| MALTA OFFSHORE | AT COST | $3,978,441 | $5,136,197 |
| MAPLE ROCK OFFSHORE FUND LP | AT COST | $5,100,000 | $5,057,411 |
| MREP INTL V LP | AT COST | $331,849 | $333,303 |
| MREP SECONDARIES FUND LP | AT COST | $40,754 | $12,000 |
| MREP SIERRA PARTNERS LP | AT COST | $123,870 | $86,391 |
| PARALLEL INV OPPORT PART II | AT COST | $166,294 | $166,933 |
| PRAESIDIAN CAPITAL EUROPE 1B | AT COST | $466,328 | $467,646 |
| PRIME FINANCE PARTNERS IV LP | AT COST | $496,693 | $512,579 |
| QFR VICTORIA FUND, LTD. | AT COST | $4,500,000 | $4,107,943 |
| RED KITE HFZ | AT COST | $0 | $0 |
| REDMILE CAPITAL OFFSHORE | AT COST | $3,301,014 | $5,761,302 |
| REDMILE PRIVATE INVESTMENTS | AT COST | $631,663 | $712,502 |
| RESOLUTION CREDIT OPP CAYMAN | AT COST | $0 | $0 |
| RIMROCK HIGH INCOME PLUS | AT COST | $5,541,726 | $6,019,185 |
| RK MINE FINANCE FUND I LIMITED | AT COST | $369,000 | $370,528 |
| SALIENT MLP TOTAL RETURN TE FUND LP | AT COST | $5,100,000 | $4,862,554 |
| SANDBRIDGE CONSUMER FUND I | AT COST | $588,092 | $583,514 |
| SHANNON RIVER PARTNERS, LTD | AT COST | $0 | $0 |
| SPM OPPORT OFFSHORE FUND | AT COST | $4,413,918 | $5,117,248 |
| TPP II ANNEX FUND LP | AT COST | $413,113 | $410,366 |
| WOODWORK DISPLAY ASTORIA | AT COST | $4,036 | $20,200 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (8 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BARRETT A LAW CORPORATION | $27,714 | $0 | $27,714 |
| DICKSTEIN SHAPIRO LLP | $13,114 | $0 | $13,114 |
| LAVELY & SINGER | $85 | $0 | $85 |
| LOEB & LOEB | $34,372 | $0 | $34,372 |
| MARILYN BARRETT A LAW CORP | $1,566 | $0 | $1,566 |
| MAURICE B PILOSOF | $23,445 | $23,445 | $0 |
| NATIONAL REGISTERED AGENT | $199 | $0 | $199 |
| PATTISHALL, MCAUL., ET AL | $142 | $142 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (15 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $2,602 | ||
| INTANGIBLES-ROYALTY RIGHTS | $3,558,809 | $3,711,405 | $2,486,650 |
| ACCUM AMORT-ROYALTY RIGHTS | -$1,248,583 | -$1,494,016 | |
| ROYALTY RECEIVABLE-UNIVERSAL | $12 | $12 | $12 |
| REDEMPTION RECEIVABLE-ENCOMPASS CAPITAL | $900,475 | ||
| REDEPTION RECEIVABLE-ARCHER CAPITAL | $500,000 | ||
| REDEMPTION RECEIVABLE-BREVAN | $300,000 | ||
| REDEMPTION RECEIVABLE-CANYON | $700,000 | ||
| RECEIVABLE - BACKFIELD MUSIC | $5,578 | ||
| REDEMPTION RECEIVABLE - LOMBARD ODIER | $0 | $93,896 | $93,896 |
| TRADE DATE RECEIVABLE - CNB 4340 | $0 | $216,299 | $216,299 |
| MATTHEW SILVERMAN MEMORIAL FOUNDATION | $0 | $7,500 | $7,500 |
| IMAGINE VENTURES | -$10,476 | -$11,942 | $0 |
| MEDIA REALTY GROUP | -$47,622 | -$48,806 | $750,000 |
| PASSIONS JOINT VENTURE | -$2,126 | -$4,062 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $210 | $0 | $210 |
| BANK CHARGES | $50 | $50 | $0 |
| DELIVERY/SHIPPING | $125 | $0 | $125 |
| INSURANCE | $42,587 | $0 | $42,587 |
| OFFICE & MISC EXPENSES | $717 | $0 | $717 |
| PASS THRU EXPENSES FROM PARTNERSHIPS | $270,421 | $264,686 | $5,735 |
| STORAGE | $27,046 | $0 | $27,046 |
| DUES & SUBSCRIPTIONS | $8,900 | $0 | $8,900 |
| THIRD-PARTY ROYALTY & PROFIT PARTICIPATIONS | $239,961 | $239,961 | $0 |
| IRS PRIVATE LETTER RULING FEE | $10,000 | $0 | $10,000 |
| AMORTIZATION | $245,434 | $245,434 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES & RESIDUALS | $835,496 | $835,496 | $0 |
| PASS-THROUGH - ORDINARY | -$49,921 | -$49,921 | $0 |
| PASS-THROUGH - RENTAL | $49,568 | $49,568 | $49,568 |
| PASS-THROUGH - INTEREST INCOME | $47,329 | $47,329 | $0 |
| PASS-THROUGH - DIVIDEND INCOME | $15,173 | $15,173 | $0 |
| PASS-THROUGH - STCG | $22,151 | $22,151 | $0 |
| PASS-THROUGH - LTCG | $90,878 | $90,878 | $0 |
| PASS-THROUGH - 1231 | $3,866 | $3,866 | $0 |
| PASS-THROUGH - OTHER | $46,834 | $46,834 | $0 |
| PASS-TRHOUGH - BOOK/TAX DIFFERENCE | $433,113 | $0 | $0 |
| BOOK/TAX DIFFERENCE - CNS TAX EXEMPT BOND PREM AMORT | -$22,551 | $0 | $0 |
| REIMBURSED LEGAL EXPENSES | $50,000 | $50,000 | $50,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (12 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES-ICG ADVISORS | $565,085 | $565,085 | $0 |
| CUSTODY FEES-CNB 4330 | $7,394 | $7,394 | $0 |
| MANAGEMENT FEES-RNC 4340 | $25,592 | $25,592 | $0 |
| CUSTODIAN FEES-CNB 4340 | $5,769 | $5,769 | $0 |
| MANAGEMENT FEES-AMI | $49,164 | $49,164 | $0 |
| MANAGEMENT FEES-ACR | $47,651 | $47,651 | $0 |
| ADR FEES-ACR | $3,528 | $3,528 | $0 |
| MANAGEMENT FEES-AMI SMALL CAP | $17,183 | $17,183 | $0 |
| ADR FEES-AMI | $27 | $27 | $0 |
| APPRAISAL FEES-FTI CONSULTING | $15,450 | $0 | $15,450 |
| CONSULTING FEES-NORMAN D. HOLLYN | $48,873 | $0 | $48,873 |
| CONSULTING FEES-REHAB INCORPORATED | $10,000 | $0 | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $21,446 | $10,723 | $10,723 |
| FEDERAL EXCISE TAX | $250,000 | $0 | $0 |
| FOREIGN TAXES | $1,631 | $1,631 | $0 |
| CA FTB-INTERCEPT (SMLLC) | $800 | $800 | $0 |
| CA FTB-BACKFIELD (SMLCC) | $800 | $800 | $0 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| THE ANNIVERSARY SHOW INC | ||||||
| 16000 VENTURA BLVD SUITE 900 | ENCINO | CA | 91436 | 953521294 | NO TRANSFERS DURING THE TAX PERIOD ENDIING 6/30/15 | $0 |
| PASSIONS JOINT VENTURE | ||||||
| 16000 VENTURA BLVD SUITE 900 | ENCINO | CA | 91436 | 205885752 | NO TRANSFERS DURING THE TAX PERIOD ENDIING 6/30/15 | $0 |
| IMAGINE VENTURE | ||||||
| 16000 VENTURA BLVD SUITE 900 | ENCINO | CA | 91436 | 205885752 | NO TRANSFERS DURING THE TAX PERIOD ENDIING 6/30/15 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comments