OTIS BOOTH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OTIS BOOTH FOUNDATION (EIN 95-6140019)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-10-09
- IRS object ID
- 201502829349100105
- Schema version
- 2013v4.0
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-09T16:27:42-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH HOPE STREET SUITE 2000 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956140019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OTIS BOOTH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OTIS | BusinessNameControlTxt |
| Phone | 3104712575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO ROAD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90077 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PALMER MURRAY | PersonNm |
| Person Title | VP & TREASURER | PersonTitleTxt |
| Phone | 3104712575 | PhoneNum |
| Signature | 2015-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY M WYLIE | PreparerPersonNm |
| PTIN | P00241767 | PTIN |
| Phone | 2135932300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $204,410,781 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,849,985 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,845,234 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,299,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,979,560 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,749,862 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $77,190 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,149,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,672,287 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $105,538 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $52,769 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $52,769 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $369,953 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $369,953 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $834 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $834 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $373,699 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,454 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $194,766 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,880 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $855,478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $618,365 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,809 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,798,771 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,692,873 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,654,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $618,365 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,748,682 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,504,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,053,922 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,834,889 | CashBOYAmt |
| Cash EOY | $688,401 | CashEOYAmt |
| Cash EOYFMV | $688,401 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $79,865 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $129,326 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $129,326 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $165,242,735 | CorporateStockBOYAmt |
| Corporate Stock EOY | $176,845,467 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $176,845,467 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $18,377,980 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,747,587 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,747,587 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $191,535,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $204,410,781 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $204,410,781 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $79,673 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $83,089 | AccountsPayableEOYAmt |
| Grants Payable BOY | $11,357,829 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,463,727 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $881,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,239,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,318,502 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,785,816 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $179,216,967 | CapitalStockBOYAmt |
| Capital Stock EOY | $187,624,965 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $179,216,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $187,624,965 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $191,535,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $204,410,781 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $179,216,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,504,791 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,912,789 | OtherIncreasesAmt |
| Subtotal | $187,624,965 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $187,624,965 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIDELITY - CAPITAL GAIN DISTRIBUTIONS | 2013-12-01 | 2014-11-30 | $412,858 | $412,858 | $412,858 | ||
| PUBLICLY TRADED SECURITIES | 2013-12-01 | 2014-11-30 | $1,311,543 | -$27,396 | -$27,396 | $1,338,939 | |
| PUBLICLY TRADED SECURITIES | 2013-12-01 | 2014-11-30 | $8,255,159 | $1,914,025 | $1,914,025 | $6,341,134 | |
| FROM K-1 - MSSB TPG SPECIALTY CAPITAL GAIN DISTRIBUTION | 2013-12-01 | 2014-11-30 | $140 | $140 | $140 | P | |
| FROM K-1 - MSSB TPG SPECIALTY LONG TERM CAPITAL GAIN | 2013-12-01 | 2014-11-30 | $255,843 | $255,843 | $255,843 | P | |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | 2013-12-01 | 2014-11-30 | $155,475 | $155,475 | $155,475 | P | |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | 2013-12-01 | 2014-11-30 | $38,917 | $38,917 | $38,917 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,749,862 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,588,805 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $182,763,606 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090766 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,573,261 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $171,984,776 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055663 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,551,624 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $177,526,319 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070703 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,936,805 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $183,169,666 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059709 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,692,538 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $160,802,547 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054057 | DistributionYr5Rt |
| Total Distribution | 0.330898 | TotalDistributionRt |
| Average Distribution | 0.066180 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $193,917,578 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,833,465 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $50,539 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,884,004 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,748,682 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101,078 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $101,078 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $101,078 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $209,326 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $209,326 | TotalPaymentsAndCreditsAmt |
| Overpayment | $108,248 | OverpaymentAmt |
| Applied To ES Tax | $108,248 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LYNN A BOOTH | IndividualWithBooksNm |
| Phone | 3104712575 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10431 BELLAGIO RD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90077 | ZIPCode |
| 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 | Yes (1) | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LYNN A BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | PRESIDENT & TTEE | 4.00 | $0 | $0 | $0 |
| PALMER N MURRAY | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, TREAS., ASSIST. SEC & | 4.00 | $0 | $0 | $0 |
| LOREN BOOTH | ||||||||
| 10431 BELLAGIO ROAD | LOS ANGELES | CA | 90077 | VP, SEC. & TTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOURDMURRAY | |||||
| 9777 WILSHIRE BLVD SUITE 1018 | BEVERLY HILLS | CA | 90212 | INVESTMENT ADVISORY SERVICES | $366,231 |
| ANDERSEN TAX LLC | |||||
| 400 S HOPE STREET SUITE 2000 | LOS ANGELES | CA | 90071 | TAX & ACCOUNTING | $93,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $169,757,132 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,817,250 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,296,256 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $196,870,638 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $196,870,638 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,953,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $193,917,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,695,879 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,695,879 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101,078 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,979 | IncomeTaxAmt |
| Total Tax | $106,057 | TotalTaxAmt |
| Distributable Before Adj | $9,589,822 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,589,822 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,589,822 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,748,682 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,748,682 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,748,682 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,589,822 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $679,443 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,158,038 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,052,876 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,079,936 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,607,703 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,577,996 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,748,682 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,589,822 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $158,860 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,736,856 | 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 | $679,443 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,057,413 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,158,038 | ExcessFromYear4Amt |
| Excess From Year3 | $4,052,876 | ExcessFromYear3Amt |
| Excess From Year2 | $1,079,936 | ExcessFromYear2Amt |
| Excess From Year1 | $7,607,703 | ExcessFromYear1Amt |
| Excess From Current Year | $158,860 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AJC | ||||||||
| 9911 W PICO BLVD STE PH-M | LOS ANGELES | CA | 90035 | N/A | PC | GENERAL OPERATING SUPPORT - TO SAFEGUARD THE WELFARE AND SECURITY OF JEWS WORLDWIDE | $5,000 | |
| ALL SAINTS CHURCH | ||||||||
| ALL SAINTS CHURCH 504 NORTH CAMDEN | BEVERLY HILLS | CA | 90210 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE CHURCH FOR 2014 YEAR | $50,000 | DRIVE |
| ANGELS IN FUR DOG RESCUE | ||||||||
| 18039 CHATSWORTH STREET | GRANADA HILLS | CA | 91344 | N/A | PC | GENERAL OPERATING SUPPORT - GIVING MEDICAL CARE TO RESCUE DOGS & EDUCATIONAL PROGRAM IN SCHOOLS | $24,000 | |
| ASPCA | ||||||||
| 520 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT - TO SAVE ANIMALS IN THE LOS ANGELES AREA | $1,500 | |
| AVIVA FAMILY AND CHILDREN'S SERVICES | ||||||||
| 163 BARRINGTON PLACE | LOS ANGELES | CA | 90049 | N/A | PC | GENERAL OPERATING SUPPORT - TO PROVIDE THERAPY AND EDUCATION FOR ABUSED AND NEGLECTED YOUTH | $1,500 | |
| BANNER HEALTH FOUNDATION | ||||||||
| 2025 N 3RD STREET SUITE 250 | PHOENIX | AZ | 85004 | N/A | PC | GENERAL OPERATING SUPPORT - TO HELP CHILDREN AND TEENAGER WHO ARE STRUGGLING WITH INJURIES FROM ACCIDENT OR DISEASE | $20,000 | |
| BARLOW FOUNDATION | ||||||||
| 2000 STADIUM WAY | LOS ANGELES | CA | 900262606 | N/A | PC | FOR BARLOW RESPIRATORY HOSPITAL-PATIENT CARE, RESEARCH, MEDICAL EDUCATION, AND COMMUNITY OUTREACH | $1,500 | |
| BARLOW RESPIRATORY HOSPITAL (FOUNDATION) | ||||||||
| 2001 STADIUM WAY | LOS ANGELES | CA | 900262606 | N/A | PC | FOR BARLOW RESPIRATORY HOSPITAL-PATIENT CARE, RESEARCH, MEDICAL EDUCATION, AND COMMUNITY OUTREACH | $5,000 | |
| BOYS AND GIRLS CLUB OF FRESNO COUNTY | ||||||||
| 540 N AUGUSTA | FRESNO | CA | 93701 | N/A | PC | GENERAL OPERATING SUPPORT - DONATION FOR THE BOYS AND GIRLS CLUB OF ORANGE COVE | $100,000 | |
| CALIFORNIA AGRICULTURAL LEADERSHIP FDTN | ||||||||
| PO BOX 479 | SALINAS | CA | 939020479 | N/A | PC | 2014 PLEDGE AMOUNT-LEADERSHIP TRAINING AND LEARNING EXPERIENCES IN PARTNERSHIP WITH FOUR CA UNIVERSITIES: | $500,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BLVD MC 204-31 | PASADENA | CA | 91125 | N/A | PC | SECOND INSTALLMENT OF PLEDGE IN COMMITMENT TO ESTABLISH THE OTIS BOOTH LEADERSHIP CHAIR IN THE DIVISION OF ENGINEERING AND APPLIED SCIENCE AT CALTECH | $2,500,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BLVD MC 204-31 | PASADENA | CA | 91125 | N/A | PC | ANNUAL FUND FOR GENERAL OPERATING SUPPORT-SCHOOL | $50,000 | |
| CARTER BURDEN CENTER FOR THE AGING | ||||||||
| 1484 FIRST AVENUE | NEW YORK | NY | 10075 | N/A | PC | IN HONOR OF JOHN PHELAN - SUPPORTING THE EFFORTS OF OLDER PEOPLE TO LIVE SAFELY AND WITH DIGNITY | $5,000 | |
| CATE SCHOOL | ||||||||
| CATE SCHOOL 1960 CATE MESA ROAD | CARPINTERIA | CA | 93013 | N/A | PC | 2013-2014 CATE FUND - OPERATING SUPPORT OF THE SCHOOL | $50,000 | |
| CATE SCHOOL | ||||||||
| CATE SCHOOL 1960 CATE MESA ROAD | CARPINTERIA | CA | 93013 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE SCHOOL | $50,000 | |
| CATE SCHOOL | ||||||||
| CATE SCHOOL 1960 CATE MESA ROAD | CARPINTERIA | CA | 93013 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE SCHOOL | $50,000 | |
| CATE SCHOOL | ||||||||
| CATE SCHOOL 1960 CATE MESA ROAD | CARPINTERIA | CA | 93013 | N/A | PC | 2014-2015 ANNUAL FUND FOR GENERAL OPERATING SUPPORT OF THE SCHOOL | $50,000 | |
| CENTER THEATRE GROUP | ||||||||
| 601 WEST TEMPLE ST | LOS ANGELES | CA | 90012 | N/A | PC | DONATION FOR ARTS EDUCATION PROGRAM | $15,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| CENTRAL PARK CONSERVANCY 14 EAST | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT-TO RESTORE, MANAGE, AND ENHANCE CENTRAL PARK IN PARTNERSHIP WITH THE PUBLIC | $10,000 | 60TH STREET |
| CESAR | ||||||||
| 259 I STREET | LOS BANOS | CA | 93635 | N/A | PC | GEN OP SUPP -CENTER FOR ENVIRONMENTAL SCIENCE, ACCURACY & RELIABILITY (IN THE REGULATORY PROCESS) | $20,000 | |
| CHAPMAN UNIVERSITY | ||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 928669914 | N/A | PC | CHAPMAN SCHOLARSHIP FUND | $25,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| CHILDRENS HOSPITAL LOS ANGELES 4650 | LOS ANGELES | CA | 90027 | N/A | PC | DONATION FOR DR. RAMANATHAN AND THE ARTHRITIS CLINIC FUND | $50,000 | SUNSET BLVD |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| CHILDRENS HOSPITAL LOS ANGELES 4650 | LOS ANGELES | CA | 90027 | N/A | PC | DONATION TOWARDS THE SABAN RESEARCH INSTITUTE | $100,000 | SUNSET BLVD |
| CHILDREN'S INSTITUTE INC | ||||||||
| CHILDRENS INSTITUTE INC 2121 W | LOS ANGELES | CA | 90026 | N/A | PC | DONATION FOR PROJECT FATHERHOOD. THEIR 2ND ANNUAL FATHER-DAUGHTER TEA TO ENCOURAGE LOW INCOME URBAN FATHERS TO BE MORE INVOLVED IN THEIR CHILDREN'S LIVES | $1,000 | TEMPLE ST |
| CHILDREN'S INSTITUTE INC | ||||||||
| CHILDRENS INSTITUTE INC 2121 W | LOS ANGELES | CA | 90026 | N/A | PC | GENERAL OPERATING SUPPORT TO HELP CHILDREN IN LOS ANGELES'S MOST CHALLENGED COMMUNITIES HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE | $20,000 | TEMPLE ST |
| CHILDREN'S INSTITUTE INC | ||||||||
| CHILDRENS INSTITUTE INC 2121 W | LOS ANGELES | CA | 90026 | N/A | PC | GENERAL OPERATING SUPPORT TO HELP CHILDREN IN LOS ANGELES'S MOST CHALLENGED COMMUNITIES HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE | $1,000 | TEMPLE ST |
| CHILDREN'S INSTITUTE INC | ||||||||
| CHILDRENS INSTITUTE INC 2121 W | LOS ANGELES | CA | 90026 | N/A | PC | 1ST INSTALLMENT OF $3 MILLION PLEDGE - WATT'S CAMPUS | $1,000,000 | TEMPLE ST |
| COMMUNITIES IN SCHOOLS OF LOS ANGELES | ||||||||
| ATT DEBORAH MARCUS C/O CREATIVE | LOS ANGELES | CA | 90067 | N/A | PC | DONATION IN CONNECTION TO HOLIDAY CAMPAIGN (HIGH SCHOOL DROPOUT PREVENTION) | $10,000 | ARTISTS AGENCY 2000 AVENUE OF THE S |
| COMMUNITY PARTNERS FOR WE CAN | ||||||||
| 163 BARRINGTON PLACE | LOS ANGELES | CA | 90049 | N/A | PC | GENERAL OPERATION SUPPORT TOWARDS 'WE CAN PEDIATRIC BRAIN TUMOR NETWORK' | $1,500 | |
| CONVENT OF THE SACRED HEART | ||||||||
| CONVENT OF THE SACRED HEART 1 EAST | NEW YORK | NY | 10128 | N/A | PC | DONATION TOWARDS CAPITAL CAMPAIGN FOR THE EXPANSION OF THEIR ATHLETIC/WELLNESS CENTER | $100,000 | 91ST ST |
| CRANE COUNTRY DAY SCHOOL | ||||||||
| 1795 SAN LEANDRO LANE | SANTA BARBARA | CA | 93108 | N/A | PC | DONATION FOR THE LITTLE SCHOOL/BIG PLANS CAMPAIGN | $100,000 | |
| DEERFIELD ACADEMY | ||||||||
| DEERFIELD ACADEMY 7 BOYDEN LANE | DEERFIELD | MA | 01342 | N/A | PC | DONATION FOR THE SENIOR CLASS CAMPAIGN | $50,000 | |
| DEERFIELD ACADEMY | ||||||||
| DEERFIELD ACADEMY 7 BOYDEN LANE | DEERFIELD | MA | 01342 | N/A | PC | 2014 ANNUAL FUND | $50,000 | |
| EBMRF | ||||||||
| 2757 ANCHOR AVE | LOS ANGELES | CA | 90064 | N/A | PC | IN HONOR OF MARC GURVITZ AND THE ROCK4EB EVENT - TO SUPPORT MEDICAL RESEARCH FOUNDATION FOR ONGOING RESEARCH AS WELL AS AWARENESS OF EPIDERMOLYSIS BULLOSA | $10,000 | |
| FAMILY SERVICES OF TULARE COUNTY | ||||||||
| 735 WEST OAK | VISALIA | CA | 93291 | N/A | PC | GENERAL OPERATING SUPPORT TO HELP CHANGE THE LIVES OF CHILDREN, ADULTS AND FAMILIES IN THE TULARE COUNTY | $10,000 | |
| FRIENDS OF THE LOS ANGELES RIVER | ||||||||
| 570 W AVE 26 250 | LOS ANGELES | CA | 90065 | N/A | PC | GENERAL OPERATION SUPPORT TOWARDS THE PROTECTION AND REVITALIZATION OF THE LOS ANGELES RIVER | $2,500 | |
| FULFILLMENT FUND | ||||||||
| 6100 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | N/A | PC | BENEFIT HONORING RYAN KAVANAUGH - SUPPORT UNDERPRIVILEGED STUDENTS WITH THE NECESSARY SUPPORT TO GRADUATE HIGH SCHOOL , EARN COLLEGE DEGREE AND BE A PRODUCTIVE MEMBER OF SOCIETY | $10,000 | |
| FUND FOR SANTA BARBARA | ||||||||
| 26 W ANAPAMU STREET | SANTA BARBARA | CA | 93101 | N/A | PC | GENERAL FUND. GRASSROOTS PROJECTS WORKING TOWARDS A MORE JUST, INCLUSIVE AND SUSTAINABLE COMMUNITY. | $20,000 | |
| HARVARD-WESTLAKE SCHOOL | ||||||||
| 700 N FARING ROAD | LOS ANGELES | CA | 90077 | N/A | PC | 2014-2015 ANNUAL FUND FOR GENERAL OPERATING SUPPORT OF THE SCHOOL | $20,000 | |
| HIGHER GROUND | ||||||||
| HIGHER GROUND 120 SECOND AVE SUITE | KETCHUM | ID | 83340 | N/A | PC | GENERAL OPERATING SUPPORT - ONGOING TREATMENT OF VETERANS W/TRAUMATIC BRAIN INJURY AND PTSD | $50,000 | 206 |
| HILLSIDES | ||||||||
| HILLSIDES 815 COLORADO BLVD SUITE | PASADENA | CA | 90041 | N/A | PC | SUPPORT DESIGN & CONSTRUCTION OF 2ND NEW ART STUDIO ON UPPER CAMPUS | $145,000 | 300 |
| HOLLYGROVE | ||||||||
| HOLLYGROVE 815 N EL CENTRO AVE | LOS ANGELES | CA | 90038 | N/A | PC | GENERAL OPERATING SUPPORT - HELPING CHILDREN AND FAMILIES ACHIEVE PERMANENCY AND WELL-BEING | $2,000 | |
| HOOVER INSTITUTION | ||||||||
| HOOVER INSTITUTION ATTN HOOVER | STANFORD | CA | 94305 | N/A | PC | GENERAL OPERATING SUPPORT - TO IMPROVE THE HUMAN CONDITION BY ADVANCING IDEAS THAT PROMOTE ECONOMIC OPPORTUNITY AND PROSPERITY, WHILE SECURING AND SAFEGUARDING PEACE FOR AMERICA AND ALL MANKIND. | $5,000 | DEVELOPMENT STANFORD UNIVERSITY |
| HUNTINGTON MEMORIAL HOSPITAL | ||||||||
| 100 W CALIFORNIA BLVD | PASADENA | CA | 91105 | N/A | PC | INTERNAL MEDICINE RESIDENCY PROGRAM | $25,000 | |
| IMAGINEU INTERACTIVE CHILDREN'S MUSEUM | ||||||||
| 700 E MAIN STREET | VISALIA | CA | 93279 | N/A | PC | 1/2 OF $125,000 PLEDGE - BUILDING SPONSORSHIP CAMPAIGN IN HONOR OF ELOUISE MOFFETT | $62,500 | |
| IMAGINEU INTERACTIVE CHILDREN'S MUSEUM | ||||||||
| 700 E MAIN STREET | VISALIA | CA | 93279 | N/A | PC | 1/2 OF $200,000 PLEDGE - BUILDING SPONSORSHIP CAMPAIGN IN HONOR OF BOOTH RANCHES | $100,000 | |
| J2 FARMS | ||||||||
| J2 FARMS 16480 VALLEY RANCH ROAD | CANYON COUNTRY | CA | 91387 | N/A | PC | GENERAL OPERATING SUPPORT - HORSE RESCUE | $150,000 | |
| JOHN THOMAS DYE SCHOOL | ||||||||
| JOHN THOMAS DYE SCHOOL 11414 CHALON | LOS ANGELES | CA | 90049 | N/A | PC | 2014-2015 ANNUAL FUND FOR GENERAL OPERATING SUPPORT OF THE SCHOOL | $50,000 | ROAD |
| JUST KEEP LIVIN FOUNDATION | ||||||||
| 9777 WILSHIRE BLVD SUITE 805 | BEVERLY HILLS | CA | 90212 | N/A | PF | DIRECTED TOWARDS FREMONT HIGH SCHOOL IN SOUTH CENTRAL. EMPOWERING HIGH SCHOOL STUDENTS BY PROVIDING THEM WITH THE TOOLS TO LEAD ACTIVE LIVES AND MAKE HEALTHY CHOICES FOR A BETTER FUTURE. | $25,000 | |
| KEYSTONE SCHOOL | ||||||||
| 119 EAST CRAIG PLACE | SAN ANTONIO | TX | 78212 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| KIPP LA SCHOOLS | ||||||||
| KIPPLA SCHOOLS 4800 E CESAR CHAVEZ | LOS ANGELES | CA | 90022 | N/A | PC | ANNUAL FUND FOR GENERAL OPERATING SUPPORT-SCHOOL | $50,000 | AVE |
| KIPP LA SCHOOLS | ||||||||
| KIPPLA SCHOOLS 4800 E CESAR CHAVEZ | LOS ANGELES | CA | 90022 | N/A | PC | DONATION FOR 18 GAMES, THREE PER EACH MIDDLE SCHOOL | $540 | AVE |
| LA'S PROMISE | ||||||||
| C/O VERONICA MELVIN PRES/CEO 1035 S | LOS ANGELES | CA | 90015 | N/A | PC | GENERAL OPERATING SUPPORT - TO GRADUATE EVERY STUDENT (ATTENDING AN LA'S PROMISE NEIGHBORHOOD SCHOOL) COLLEGE AND CAREER READY | $10,000 | GRAND AVE 2ND FLOOR |
| LAFLA BUILDING JUSTICE CAMPAIGN | ||||||||
| 355 SOUTH GRAND AVENUE 35TH FLOOR | LOS ANGELES | CA | 90071 | N/A | PC | BUILDING CAMPAIGN IN HONOR OF RON OLSON. LEGAL SERVICES FOR POOR & LOW-INCOME PEOPLE | $50,000 | |
| LAS MADRINAS | ||||||||
| DEPARTMENT 6778 | LOS ANGELES | CA | 90084 | N/A | PC | IN HONOR OF VARIOUS DEBUTANTES. PROVIDES FINANCIAL SUPPORT TO CHILDREN'S HOSPITAL LA AND ITS MEDICAL RESEARCH PROGRAMS | $10,000 | |
| LAS MADRINAS | ||||||||
| DEPARTMENT 6778 | LOS ANGELES | CA | 90084 | N/A | PC | IN HONOR OF DEBUTANTE RILEY NORDSTROM. PROVIDES FINANCIAL SUPPORT TO CHILDREN'S HOSPITAL LA AND ITS MEDICAL RESEARCH PROGRAMS | $10,000 | |
| LENNOX HILL NEIGHBORHOOD HOUSE INC | ||||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 100218601 | N/A | PC | DONATION TO CHILDREN'S PROGRAM. LENNOX HILL PROVIDES AN EXTENSIVE ARRAY OF EFFECTIVE AND INTEGRATED HUMAN SERVICES: SOCIAL, EDUCATIONAL, LEGAL, HEALTH, HOUSING, MENTAL HEALTH, NUTRITIONAL AND FITNESS | $5,000 | |
| LOS ANGELES BALLET | ||||||||
| 11755 EXPOSITION BLVD | LOS ANGELES | CA | 90064 | N/A | PC | DONATION IN HONOR OF LORI MILKEN FOR GENERAL OPERATING SUPPORT OF THE BALLET COMPANY | $10,000 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| C/O VALERIE SALAMON 2049 CENTURY | LOS ANGELES | CA | 90067 | N/A | PC | FAHRENHEIT 2014 FUNDRAISER. MAJOR SOURCE OF PRIVATE SUPPORT FOR LAFD: TECH, EQUIP, TRAINING, PROGRAMS | $1,000 | PARK EAST 41ST FLOOR |
| LOS ANGELES OPERA | ||||||||
| 135 NORTH GRAND AVE SUITE 327 | LOS ANGELES | CA | 90012 | N/A | PC | GENERAL OPERATING SUPPORT - BRINGING WORLD-CLASS OPERA TO THE STAGE | $25,000 | |
| LOS ANGELES PHILHARMONIC ASSN | ||||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | ANNUAL FUND FOR SUPPORT OF THE LA PHIL ASSOC. AND ITS MUSICAL PERFORMANCES AND EDUCATION PROGRAMS | $40,000 | |
| LOS ANGELES PHILHARMONIC ASSN | ||||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | ANNUAL FUND FOR SUPPORT OF THE LA PHIL ASSOC. AND ITS MUSICAL PERFORMANCES AND EDUCATION PROGRAMS | $7,000 | |
| LOS ANGELES PHILHARMONIC ASSN | ||||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | ANNUAL FUND FOR SUPPORT OF THE LA PHIL ASSOC. AND ITS MUSICAL PERFORMANCES AND EDUCATION PROGRAMS | $50,000 | |
| LOS ANGELES POLICE FOUNDATION | ||||||||
| 515 SOUTH FLOWER STREET SUITE 1680 | LOS ANGELES | CA | 90071 | N/A | PC | SUPPORTS LAPD: ESSENTIAL EQUIPMENT AND TECHNOLOGY UPGRADES, SPECIALIZED TRAINING, COMMUNITY OUTREACH AND YOUTH PROGRAMS | $1,000 | |
| LOS ANGELES WORLD AFFAIRS COUNCIL | ||||||||
| 3535 HAYDEN AVE STE 200 | CULVER CITY | CA | 90232 | N/A | PC | GENERAL OPERATING SUPPORT FOR 2014 YEAR. PRESENT SPEAKERS TO HELP AMERICANS BETTER UNDERSTAND THE OUTSIDE WORLD, AND THE ROLE THE US COULD PLAY IN THE WORLD. | $25,000 | |
| MARINERS CHRISTIAN SCHOOL | ||||||||
| 300 FISCHER AVENUE | COSTA MESA | CA | 92626 | N/A | PC | 2014-2015 ANNUAL FUND FOR GENERAL OPERATING SUPPORT OF THE SCHOOL | $50,000 | |
| MARLBOROUGH SCHOOL | ||||||||
| 250 SOUTH ROSSMORE AVE | LOS ANGELES | CA | 90004 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE SCHOOL | $30,000 | |
| MARLBOROUGH SCHOOL | ||||||||
| 250 SOUTH ROSSMORE AVE | LOS ANGELES | CA | 90004 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE SCHOOL | $50,000 | |
| MARLBOROUGH SCHOOL | ||||||||
| 250 SOUTH ROSSMORE AVE | LOS ANGELES | CA | 90004 | N/A | PC | 50% TO 2014-2015 ANNUAL FUND AND 50% TO 125TH CELEBRATION FUNDRAISER | $50,000 | |
| MEDICI FOUNDATION | ||||||||
| MEDICI FOUNDATION 16100 SAND CANYON | IRVINE | CA | 92618 | N/A | PC | FOUNDERS SOCIETY MEMBER 2014 DONATION - TOWARDS CUTTING EDGE CANCER RESEARCH, EDUCATION AND TREATMENT | $10,000 | AVE 130 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| NATIONAL MS SOCIETY 8111 N STADIUM | HOUSTON | TX | 77054 | N/A | PC | GENERAL OPERATING SUPPORT - ADDRESSES THE CHALLENGES OF EACH PERSON AFFECTED BY MS | $10,000 | DR SUITE 100 |
| NEWPORT HARBOR EDUCATIONAL FOUNDATION | ||||||||
| 600 IRVINE AVE | NEWPORT BEACH | CA | 92663 | N/A | PC | ANNUAL FUND FOR PROGRAMS AT NHHS - FREE TUTORING, CAREER MENTORING, PROFESSIONAL DEVELOPMENT OF TEACHERS | $50,000 | |
| ONE VOICE | ||||||||
| C/O SUSAN SILBERT 1228 15TH STREET | SANTA MONICA | CA | 90404 | N/A | PC | HOLIDAY FOOD PROGRAM - TO GIVE FAMILIES A HOLIDAY DINNER | $10,000 | SUITE C |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | ||||||||
| 725 S FIGUEROA ST SUITE 450 | LOS ANGELES | CA | 90017 | N/A | PC | 2014 ANNUAL GIVING CAMPAIGN - BUILDING THE VAST POTENTIAL OF THE WEST COAST FOR IMPACT ON GLOBAL ISSUES, DISCOURSE AND POLICY | $50,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| PACIFIC LEGAL FOUNDATION 930 G | SACRAMENTO | CA | 95814 | N/A | PC | 2014 GRANT - PROTECT OUR CONSTITUTION, AND LITIGATE FOR LIMITED GOVERNMENT, PROPERTY RIGHTS, FREE ENTERPRISE, AND A BALANCED APPROACH TO ENVIRONMENTAL REGULATIONS. | $100,000 | STREET |
| POLYTECHNIC SCHOOL | ||||||||
| 1030 EAST CALIFORNIA BLVD | PASADENA | CA | 91106 | N/A | PC | THE OTIS BOOTH FOUNDATION ATHLETIC CHAIR IN SUPPORT OF THE SCHOOL'S ATHLETICS PROGRAM | $100,000 | |
| REDF | ||||||||
| 221 MAIN STREET SUITE 1550 | SAN FRANCISCO | CA | 94105 | N/A | PC | IN HONOR OF CHRIS O'DONNELL. LAUNCH & GROW SOCIAL ENTERPRISES TO END CHRONIC JOBLESSNESS | $10,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | DONATION FOR ROBIN HOOD'S 2014 BENEFIT - FIGHTING POVERTY IN NYC & HELPING IMMIGRANT FAMILIES OUT OF POVERTY | $50,000 | |
| SIRE INC | ||||||||
| 24161 SPRING DR | HOCKLEY | TX | 77447 | N/A | PC | GENERAL OPERATING SUPPORT OF THERAPEUTIC RIDING PROGRAM | $15,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| SUN VALLEY SKI EDUCATION FOUNDATION | KETCHUM | ID | 83340 | N/A | PC | DONATION TOWARDS FRIENDS OF JANSS. PROVIDES YEAR-ROUND SKI AND SNOWBOARD TRAINING AND COMPETITION OPPORTUNITIES FOR 500 WOOD RIVER VALLEY ATHLETES EACH YEAR | $5,000 | 215 PICABO ST |
| TEACH FOR AMERICA | ||||||||
| 606 S OLIVE STREET SUITE 300 | LOS ANGELES | CA | 90014 | N/A | PC | ESTABLISHING AN ENDOWMENT FOR THE USE AND BENEFIT OF THE LOS ANGELES REGION. ENLIST, DEVELOP, AND MOBILIZE OUR NATION'S MOST PROMISING FUTURE LEADERS TO GROW AND STRENGTHEN THE MOVEMENT FOR EDUCATIONAL EQUITY. | $1,000,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | ANNUAL FUND SUPPORTS THE DAY-TO-DAY LIFE OF STUDENTS AND FACULTY AND HELPS TO MAINTAIN THE CAMPUS | $50,000 | |
| THE COLLEAGUES | ||||||||
| THE COLLEAGUES 470 WARNER AVENUE | LOS ANGELES | CA | 90024 | N/A | PC | DONATION FOR ANNUAL SPRING LUNCHEON BENEFITING CHILDREN'S INSTITUTE TO PROVIDE HELP TOWARDS ABUSED CHILDREN | $25,000 | |
| THE COLLEAGUES | ||||||||
| THE COLLEAGUES 470 WARNER AVENUE | LOS ANGELES | CA | 90024 | N/A | PC | GENERAL OPERATING FUND - SUPPORTING CHILDREN'S INSTITUTE TO PROVIDE HELP TOWARDS ABUSED CHILDREN | $25,000 | |
| THE DALTON SCHOOL | ||||||||
| 108 EAST 89TH ST | NEW YORK | NY | 101300063 | N/A | PC | DONATION TOWARDS DALTON'S 95TH BIRTHDAY CELEBRATION AND SPRING BENEFIT - PROCEEDS WILL SUPPORT FACULTY AND PROFESSIONAL DEVELOPMENT, BUILDING SECURITY AND FINANCIAL SERVICES. | $50,000 | |
| THE DALTON SCHOOL | ||||||||
| 108 EAST 89TH ST | NEW YORK | NY | 101300063 | N/A | PC | 2013-2014 ANNUAL FUND FOR OPERATING SUPPORT OF THE SCHOOL | $50,000 | |
| THE GOOD SHEPHERD SHELTER GUILD | ||||||||
| 2561 W VENICE BLVD | LOS ANGELES | CA | 90019 | N/A | PC | DONATION IN HONOR OF THEIR GALA CELEBRATION - HELPING FAMILIES AS THEY LEAVE THE SHELTER | $5,000 | |
| THE HUNTINGTON LIBRARY | ||||||||
| THE HUNTINGTON LIBRARY 1151 OXFORD | SAN MARINO | CA | 91108 | N/A | PC | ONGOING DEVELOPMENT OF "THE RANCH PROJECT" | $25,000 | ROAD |
| THE LUSTGARTEN FOUNDATION | ||||||||
| C/O LEVY PAZANTI ASSOCIATES 9701 | BEVERLY HILLS | CA | 90212 | N/A | PC | DONATION TOWARDS PANCREATIC CANCER RESEARCH | $5,000 | WILSHIRE BLVD SUITE 1000 |
| THE LYNNE COHEN FOUNDATIONPEONY PROJECT | ||||||||
| PO BOX 7128 | SANTA MONICA | CA | 90406 | N/A | PC | DONATION TOWARDS THE PEONY PROJECT. FIGHT AGAINST WOMEN'S CANCERS BY HOSTING A SERIES OF EDUCATIONAL EVENTS THROUGHOUT THE YEAR: EARLY DETECTION, PREVENTION, GENETICS, NUTRITION, AND GREEN LIVING | $1,000 | |
| THE NANTUCKET DREAMLAND FOUNDATION | ||||||||
| THE DEVELOPMENT OFFICE 17 SOUTH | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT - DEDICATED TO ENRICHING THE CULTURAL AND INTELLECTUAL LIFE OF NANTUCKET BY PROVIDING YEAR-ROUND FILMS, EDUCATIONAL PROGRAMS AND A VENUE FOR ACTIVITIES | $5,000 | WATER STREET |
| THE RHYTHMIC ARTS PROJECT | ||||||||
| 1115 1/2 NORTH MILPAS | SANTA BARBARA | CA | 93103 | N/A | PC | GENERAL OPERATING SUPPORT - EDUCATES INDIVIDUALS WITH VARIOUS DISABILITIES AT ANY AGE TO SUCCEED IN THE "TYPICAL WORLD" | $5,000 | |
| THE SOCIETY OF MEMORIAL SLOAN KETTERING | ||||||||
| 1233 YORK AVENUE SUITE B101 | NEW YORK | NY | 10065 | N/A | PC | 7TH ANNUAL SPRING BALL FINANCIAL ASSISTANCE INITIATIVE. PROMOTE THE WELL-BEING OF PATIENTS, FUND CANCER RESEARCH AND PROVIDE PUBLIC EDUCATION ON PREVENTION, DETECTION AND TREATMENT OF CANCER | $10,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10945 LE CONTE AVE ST 3231 BOX | LOS ANGELES | CA | 90024 | N/A | PC | 1ST OF 3 INSTALLMENTS - UCLA JENNY KIM INNOVATION IN DERMATOLOGY FUND | $1,065,000 | 951784 |
| TIGER WOODS FOUNDATION | ||||||||
| TIGER WOODS FOUNDATION 121 | IRVINE | CA | 92617 | N/A | PC | GENERAL OPERATING SUPPORT - TO ENSURE EVERY STUDENT GETS THE OPPORTUNITY TO ATTEND COLLEGE | $30,000 | INNOVATION DRIVE SUITE 150 |
| TROUT UNLIMITED | ||||||||
| TROUT UNLIMITED 1300 NORTH 17TH | ARLINGTON | VA | 22209 | N/A | PC | THE BIG WOOD HOME RIVERS INITIATIVE - TO CONSERVE, PROTECT AND RESTORE NORTH AMERICA'S COLD WATER FISHERIES AND THEIR WATERSHEDS | $25,000 | STREET SUITE 500 |
| UC REGENTS | ||||||||
| DR GARY GITNICK 100 MEDICAL PLAZA | LOS ANGELES | CA | 90095 | N/A | PC | 1ST INSTALL OF $1M PLEDGE DIVISION OF DIGESTIVE DISEASES | $333,333 | SUITE 265 |
| UC REGENTSDR THOMAS | ||||||||
| DR BERT THOMAS 1250 16TH ST ROOM | SANTA MONICA | CA | 90404 | N/A | PC | DONATION TOWARDS DR. BERT THOMAS-ORTHOPEDIC RESEARCH | $50,000 | 745 |
| UCLA FOUNDATIONFRIENDS OF THE BREAST | ||||||||
| THE BREAST CANCER PROGRAM ACCOUNT | LOS ANGELES | CA | 90024 | N/A | PC | DONATION TOWARDS DR. HELENA CHANG IN THE DIVISION OF SURGICAL ONCOLOGY RESEARCH | $5,000 | 60786 |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT - TO SUPPORT THE WORLD'S CHILDREN, THROUGH FUNDRAISING, ADVOCACY AND EDUC IN THE US | $1,000 | |
| UNITED FRIENDS OF THE CHILDREN | ||||||||
| 1055 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | N/A | PC | DONATION TOWARDS THE CHILDREN'S BRASS RING AWARDS DINNER - TO PROVIDE FOSTER YOUTH WITH THE OPPORTUNITY TO GRADUATE FROM HIGH SCHOOL, ATTEND COLLEGE AND FIND STABLE EMPLOYMENT AND HOUSING | $2,500 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| USC ATHLETICS HERITAGE HALL 203A | LOS ANGELES | CA | 90089 | N/A | PC | OTIS BOOTH COMMUNITY SERVICE ENDOWMENT FOR USC ATHLETICS | $100,000 | |
| UPWARD BOUND HOUSE | ||||||||
| 1104 WASHINGTON AVE | SANTA MONICA | CA | 90403 | N/A | PC | GENERAL OPERATING SUPPORT - TO HELP HOMELESS FAMILIES THE OPPORTUNITY TO STABILIZE | $1,500 | |
| USC ANNENBERG SCHOOL FOR COMM & JOURN | ||||||||
| USC ANNENBERG SCHOOL FOR COMM JOURN | LOS ANGELES | CA | 90089 | N/A | PC | DONATION TOWARDS THE SCHOOL OF COMMUNICATION | $10,000 | 3502 WATT WAY SUITE 304 |
| USC ATHLETICS | ||||||||
| HERITAGE HALL 203A | LOS ANGELES | CA | 90089 | N/A | PC | OTIS BOOTH COMMUNITY SERVICE ENDOWMENT FOR USC ATHLETICS | $25,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| C/O MR JOHN S BEASLEY II 401 | NASHVILLE | TN | 37240 | N/A | PC | ANNUAL FUND FOR SUPPORT OF THE SCHOOL | $25,000 | KIRKLAND HALL |
| WESTSIDE CHILDREN'S CENTER | ||||||||
| 5721 W SLAUSON AVE SUITE 120 | CULVER CITY | CA | 90230 | N/A | PC | DONATION TOWARDS BIG HEARTS OF SUMMER - TO MAKE A DIFFERENCE IN THE LIVES OF AT-RISK CHILDREN IN THE COMMUNITY | $25,000 | |
| WILLIAMS ALUMNI FUND | ||||||||
| ANNUAL GIVING OFFICE 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | N/A | PC | WILLIAMS COLLEGE ALUMNI FUND, - CLASS OF '84 | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,692,873 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CHILDREN'S INSTITUTE INC | ||||||||
| CHILDRENS INSTITUTE INC 2121 W | TEMPLE ST | LOS ANGELES | CA | 90026 | N/A | PC | 2ND INSTALLMENT OF $3 MILLION PLEDGE - WATT'S CAMPUS | $1,000,000 |
| CHILDREN'S INSTITUTE INC | ||||||||
| CHILDRENS INSTITUTE INC 2121 W | TEMPLE ST | LOS ANGELES | CA | 90026 | N/A | PC | 3RD INSTALLMENT OF $3 MILLION PLEDGE - WATT'S CAMPUS | $1,000,000 |
| GEORGETOWN UNIVERSITY | ||||||||
| GEORGETOWN UNIVERSITY ADVANCEMENT | 2115 WISCONSIN AVE NW SUITE 500 | WASHINGTON | DC | 20007 | N/A | PC | DONATION FOR PRESIDENT'S FUND FOR OPERATING SUPPORT OF THE SCHOOL | $85,000 |
| IMAGINEU INTERACTIVE CHILDREN'S MUSEUM | ||||||||
| 700 E MAIN STREET | VISALIA | CA | 93279 | N/A | PC | 2/2 OF $125,000 PLEDGE - BUILDING SPONSORSHIP CAMPAIGN IN HONOR OF ELOUISE MOFFETT | $62,500 | |
| IMAGINEU INTERACTIVE CHILDREN'S MUSEUM | ||||||||
| 700 E MAIN STREET | VISALIA | CA | 93279 | N/A | PC | 2/2 OF $200,000 PLEDGE - BUILDING SPONSORSHIP CAMPAIGN IN HONOR OF BOOTH RANCHES | $100,000 | |
| TEACH FOR AMERICA | ||||||||
| 606 S OLIVE STREET SUITE 300 | LOS ANGELES | CA | 90014 | N/A | PC | ESTABLISHING AN ENDOWMENT FOR THE USE AND BENEFIT OF THE LOS ANGELES REGION. ENLIST, DEVELOP, AND MOBILIZE OUR NATION'S MOST PROMISING FUTURE LEADERS TO GROW AND STRENGTHEN THE MOVEMENT FOR EDUCATIONAL EQUITY. | $1,000,000 | |
| TEACH FOR AMERICA | ||||||||
| 606 S OLIVE STREET SUITE 300 | LOS ANGELES | CA | 90014 | N/A | PC | ESTABLISHING AN ENDOWMENT FOR THE USE AND BENEFIT OF THE LOS ANGELES REGION. ENLIST, DEVELOP, AND MOBILIZE OUR NATION'S MOST PROMISING FUTURE LEADERS TO GROW AND STRENGTHEN THE MOVEMENT FOR EDUCATIONAL EQUITY. | $1,000,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10945 LE CONTE AVE ST 3231 BOX | 951784 | LOS ANGELES | CA | 90024 | N/A | PC | 2ND OF 3 INSTALLMENTS - UCLA JENNY KIM INNOVATION IN DERMATOLOGY FUND | $1,065,000 |
| THE UCLA FOUNDATION | ||||||||
| 10945 LE CONTE AVE ST 3231 BOX | 951784 | LOS ANGELES | CA | 90024 | N/A | PC | 3RD OF 3 INSTALLMENTS - UCLA JENNY KIM INNOVATION IN DERMATOLOGY FUND | $1,065,000 |
| UC REGENTS | ||||||||
| DR GARY GITNICK 100 MEDICAL PLAZA | SUITE 265 | LOS ANGELES | CA | 90095 | N/A | PC | 2ND INSTALL OF $1M PLEDGE DIVISION OF DIGESTIVE DISEASES | $333,333 |
| UC REGENTS | ||||||||
| DR GARY GITNICK 100 MEDICAL PLAZA | SUITE 265 | LOS ANGELES | CA | 90095 | N/A | PC | 3RD INSTALL OF $1M PLEDGE DIVISION OF DIGESTIVE DISEASES | $333,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,044,167 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,849,985 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,299,472 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,149,458 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,149,458 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $105,538 | Amt |
| Net Investment Income | $52,769 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,769 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUST KEEP LIVIN FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 GLENDON AVE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2014-10-29 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | TO RUN A JUST KEEP LIVIN FITNESS AND WELLNESS PROGRAM AT FREMONT HIGH SCHOOL IN LOS ANGELES. THE FOUNDATION HAS PARTNERED WITH OTHER NON-PROFIT ORGANIZATIONS IN EACH LOCAL COMMUNITY TO IMPLEMENT AFTER SCHOOL FITNESS AND WELLNESS PROGRAMS IN INNER-CITY HIGH SCHOOLS. IN THESE PROGRAMS, JKL ENCOURAGES STUDENTS TO MAKE POSITIVE LIFE CHOICES TO IMPROVE THEIR PHYSICAL AND MENTAL HEALTH THROUGH EXERCISE, TEAMWORK, GRATITUDE, NUTRITION, AND COMMUNITY SERVICE. PARTICIPATING STUDENTS HAVE A SAFE PLACE TO ENHANCE THEIR LIVES WITH FITNESS COACHES AND HEALTH EXPERTS. THE FUNDS FROM THIS GRANT WILL SPECIFICALLY SUPPORT THE EXISTING JKL PROGRAM AT FREMONT HIGH SCHOOL. IT GOES TOWARD THE FOLLOWING CATEGORIES IN JKL'S BUDGET: FITNESS/WELLNESS INSTRUCTORS, INSTRUCTOR TRAINING/OUTSIDE SERVICES, FIELD TRIPS, COMMUNITY SERVICE PROJECTS, PROMOTION, SUPPLIES/MATERIALS, AND OPERATIONAL EXPENSES. | PurposeOfGrantTxt |
| Expended By Grantee | $5,397 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 9/30/15 | DatesOfReportsByGranteeTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| FORM 990-PF PART VII-B; QUESTIONS 1A(3) AND 1B | PURSUANT TO I.R.C. SECTION 4941(D)(2)(C) THE FURNISHING OF GOODS, SERVICES, OR FACILITIES BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION IS NOT AN ACT OF SELF-DEALING SINCE THE FURNISHING IS WITHOUT CHARGE AND THE GOODS, SERVICES, OR FACILITIES ARE USED EXCLUSIVELY FOR THE PURPOSES OF THE FOUNDATION. | |
| FORM 990-PF PART VII-B; QUESTIONS 1A(4) AND 1B | PURSUANT TO I.R.C. SECTION 4941(D)(2)(E), THE PAYMENT OF COMPENSATION BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR THE PERFORMANCE OF PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF SUCH COMPENSATION IS NOT EXCESSIVE. | |
| FORM 5471 ITEM B | THE FOREIGN CORPORATION'S ANNUAL ACCOUNTING PERIOD ENDS DECEMBER 31. THE TAXPAYER INITIALLY ACQUIRED AN INTEREST IN THE FOREIGN CORPORATION DURING THE FOREIGN CORPORATION'S INITIAL TAX YEAR ENDED DECEMBER 31, 2014. AS THE TAXPAYER'S ANNUAL ACCOUNTING PERIOD ENDED NOVEMBER 30, 2014 THERE WAS NO TAX YEAR OF THE FOREIGN CORPORATION WHICH ENDED ON OR DURING THE TAXPAYER'S TAX YEAR. | EXPLANATION OF FISCAL YEAR END DIFFERENCE |
| FORM 8865 - EIN 98-1113380 - ITEM A | THE FOREIGN PARTNERSHIP'S ANNUAL ACCOUNTING PERIOD ENDS DECEMBER 31. THE TAXPAYER INITIALLY ACQUIRED A CONSTRUCTIVE INTEREST IN THE FOREIGN PARTNERSHIP DURING THE FOREIGN PARTNERSHIP'S INITIAL TAX YEAR ENDED DECEMBER 31, 2014. AS THE TAXPAYER'S ANNUAL ACCOUNTING PERIOD ENDED NOVEMBER 30, 2014 THERE WAS NO TAX YEAR OF THE FOREIGN PARTNERSHIP WHICH ENDED ON OR DURING THE TAXPAYER'S TAX YEAR. | EXPLANATION OF FISCAL YEAR END DIFFERENCE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $83,203,245 | $83,203,245 |
| FLEXSHARES TRUST IBOXX 5 YR TARGET | $2,780,985 | $2,780,985 |
| SPDR SER TR BARCLAYS INTL CORP BD ETF | $6,090,771 | $6,090,771 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO (DFGEX) | $9,683,286 | $9,683,286 |
| DFA INTERNATIONAL CORE EQUITY (DFIEX) | $13,969,387 | $13,969,387 |
| DIMENSIONAL ADV US SMALL CAP VALUE PORT (DFSVX) | $4,311,630 | $4,311,630 |
| DFA INT'L SMALL CAP VALUE (DISVX) | $8,378,060 | $8,378,060 |
| DFA EMERGING MARKTS CORE EQU PORTF (DFCEX) | $9,364,332 | $9,364,332 |
| DFA SHORT TERM EXTENDED QUAL INSTL (DFEQX) | $12,950,506 | $12,950,506 |
| DFA SELECTIVELY HEDGED GL FIXED INC (DFSHX) | $1,711,592 | $1,711,592 |
| DFA INFLATION PROTECTED SEC PORT (DIPSX) | $2,272,768 | $2,272,768 |
| DIMENSIONAL ADVISOR ONE YR FIXED INCOME PORT (DFIHX) | $5,000,609 | $5,000,609 |
| VERICIMETRY US SMALL CAP VALUE FUND (VYSVX) | $6,875,996 | $6,875,996 |
| VANGUARD TOTAL INTERNATIONAL BD INDEX ADM (VTABX) | $6,512,139 | $6,512,139 |
| VANGUARD GNMA ADMIRAL (VFIJX) | $3,740,161 | $3,740,161 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FRONTPOINT-SJC OFFSHORE CAP L.P. | FMV | $2,168,168 | $2,168,168 |
| MS CREDIT PARTNERS, L.P. | FMV | $1,224,356 | $1,224,356 |
| OAKTREE PPIP PRIVATE FUND, L.P. | FMV | $0 | $0 |
| TPG SPECIALTY LEND ONSHORE FF | FMV | $1,688,821 | $1,688,821 |
| RESERVOIR STRATEGIC PARTNERS FUND TE, L.P. | FMV | $3,294,398 | $3,294,398 |
| CANYON BALANCED FUND | FMV | $6,789,146 | $6,789,146 |
| ARES CAPITAL EUROPE II(D) | FMV | $3,018,528 | $3,018,528 |
| BLACKSTONE TACTICAL OPP LP. | FMV | $2,980,944 | $2,980,944 |
| WASSERSTEIN DEBT OPP OFFSHORE | FMV | $5,169,900 | $5,169,900 |
| BROAD STREET R/E CREDIT PARTNERS | FMV | $413,326 | $413,326 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $5,440 | $2,720 | $2,873 |
| FROM K-1 - MSSB TPG SPECIALTY | $0 | $8,186 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $132,311 | $0 |
| BANK CHARGES | $14 | $7 | $7 |
| FROM K-1 - BLACKSTONE TACTICAL OPP FUND | $0 | $51,542 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON ASSETS | $17,902,045 |
| OTHER INCREASES | $10,744 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES PAYABLE | Desc |
| BOY Book Value | $881,000 | BOYBookValueAmt |
| EOY Book Value | $1,239,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $369,953 | Amt |
| Net Investment Income | $369,953 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $10 |
| REGISTRY OF CHARITABLE TRUSTS | $150 | $0 | $150 |
| CURRENT FED EXCISE TAX PROVISION | $15,539 | $0 | $0 |
| DEFERRED FED EXCISE TAX PROVISION | $358,000 | $0 | $0 |
| FROM K-1 - RESERVOIR STRATEGIC PARTNERS | $0 | $43 | $0 |
Comments