MICHAEL AND LORI MILKEN FAMILY FOUNDATION: Form 990PF, tax year 2023
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- Organization
- MICHAEL AND LORI MILKEN FAMILY FOUNDATION (EIN 82-1927087)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-15
- IRS object ID
- 202522889349101362
- Schema version
- 2023v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-15T18:40:58-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821927087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MICHAEL AND LORI MILKEN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 3105704800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 4TH STREET 520 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SANDLER | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 3105704800 | PhoneNum |
| Signature | 2025-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2025-10-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $513,091,736 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $28,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,500,966 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,500,966 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $76,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,087,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,987,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,019,257 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,839,570 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,713,589 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $60,504,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,310,180 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $112,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $744,412 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $556,409 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $186,103 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $452,639 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $153,655 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $298,984 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $407,011 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,211 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,179 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,156 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,756,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $828,798 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $524,743 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,074,166 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,074,166 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,830,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $828,798 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,598,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,673,899 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,481,382 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $132,019 | CashBOYAmt |
| Cash EOY | $47,876 | CashEOYAmt |
| Cash EOYFMV | $47,876 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,238,415 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,696,195 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,696,195 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $864,045 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $876,396 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $863,114 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,323,670 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,163,696 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,978,461 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $353,455,112 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $391,956,917 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $491,506,090 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $369,013,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $401,741,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $513,091,736 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $128,576 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $182,450 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $128,576 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $182,450 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $368,884,685 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $401,558,630 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $368,884,685 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $401,558,630 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $369,013,261 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $401,741,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $368,884,685 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,673,899 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46 | OtherIncreasesAmt |
| Subtotal | $401,558,630 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $401,558,630 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 2023-12-01 | 2024-11-30 | $3,965,348 | $870,313 | $3,095,035 | $3,095,035 | |
| CANYON LAUREL INVESTMENT FUND II (B) LP | 2023-12-01 | 2024-11-30 | $21,349 | $21,349 | $21,349 | P | |
| GREEN EQUITY INVESTORS SIDE VIII LP | 2023-12-01 | 2024-11-30 | $17 | $17 | $17 | P | |
| NP1 LLC | 2023-12-01 | 2024-11-30 | $12,744,356 | $68,045 | $12,676,311 | $12,676,311 | P |
| NSE BROCKTON LLC | 2023-12-01 | 2024-11-30 | $86,321 | $86,321 | $86,321 | P | |
| NSE CARAMEL LLC | 2023-12-01 | 2024-11-30 | $2,075 | -$2,075 | -$2,075 | P | |
| NSE LEMON LLC | 2023-12-01 | 2024-11-30 | $3,152,868 | $3,152,868 | $3,152,868 | P | |
| NSE MANGO LLC | 2023-12-01 | 2024-11-30 | $17,188 | $17,188 | $17,188 | P | |
| NSE OPAL LLC | 2023-12-01 | 2024-11-30 | $3 | -$3 | -$3 | P | |
| ONE EQUITY PARTNERS VII-A, LP | 2023-12-01 | 2024-11-30 | $230 | -$230 | -$230 | P | |
| RISE OF THE REST SEED FUND II, LP | 2023-12-01 | 2024-11-30 | $27,357 | -$27,357 | -$27,357 | P | |
| RISE OF THE REST SEED FUND II AIV, LP | 2023-12-01 | 2024-11-30 | $167 | -$167 | -$167 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,019,257 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $437,591 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $437,591 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $437,591 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $495,007 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $495,007 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $57,416 | OverpaymentAmt |
| Applied To ES Tax | $57,416 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD YEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105704800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 4TH STREET 520 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | 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 | 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 | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL MILKEN | ||||||||
| 1250 FOURTH STREET 6TH FLOOR | SANTA MONICA | CA | 90401 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| LORI MILKEN | ||||||||
| 1250 FOURTH STREET 6TH FLOOR | SANTA MONICA | CA | 90401 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| RICHARD SANDLER | ||||||||
| 1250 FOURTH STREET 5TH FLOOR | SANTA MONICA | CA | 90401 | CO-TRUSTEE | 10.00 | $150,000 | $0 | $0 |
| GREGORY MILKEN | ||||||||
| 1250 FOURTH STREET 6TH FLOOR | SANTA MONICA | CA | 90401 | CO-TRUSTEE | 5.00 | $0 | $0 | $0 |
| LANCE MILKEN | ||||||||
| 1250 FOURTH STREET 6TH FLOOR | SANTA MONICA | CA | 90401 | CO-TRUSTEE | 5.00 | $0 | $0 | $0 |
| BARI MILKEN | ||||||||
| 1250 FOURTH STREET 6TH FLOOR | SANTA MONICA | CA | 90401 | CO-TRUSTEE | 5.00 | $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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE MILKEN FAMILY FOUNDATION | |||||
| 1250 FOURTH STREET STE 520 | SANTA MONICA | CA | 90401 | ACCOUNTING & GRANT ADMINISTRATION | $878,576 |
| MICHAEL KLOWDEN | |||||
| 1250 FOURTH STREET 6TH FLOOR | SANTA MONICA | CA | 90401 | CONSULTING | $150,000 |
| GREEN HASSON JANKS LLP | |||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | ACCOUNTING & TAX SERVICES | $73,446 |
| 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 | $14,749,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,888,940 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $491,506,090 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $536,144,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $536,144,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,042,163 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $528,102,056 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,405,103 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,405,103 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $437,591 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $15,413 | IncomeTaxAmt |
| Total Tax | $453,004 | TotalTaxAmt |
| Distributable Before Adj | $25,952,099 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,952,099 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,952,099 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,598,909 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,598,909 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,952,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,017,578 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,598,909 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,017,578 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,581,331 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $14,370,768 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL MILKEN | ContributingManagerNm |
| Contributing Manager | LORI MILKEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD SANDLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 FOURTH ST SUITE 520 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3105704800 | RecipientPhoneNum |
| Form And Info And Materials | A BRIEF WRITTEN STATEMENT, NOT EXCEEDING THREE PAGES, INCLUDING A DESCRIPTION OF PROJECT GOALS, PROCEDURES AND PERSONNEL; QUALIFICATIONS FOR SUPPORT AND A BRIEF BACKGROUND OF THE ORGANIZATION, INCLUDING THE NUMBER OF YEARS IN OPERATION, OTHER AREAS OF ACTIVITY, THE APPLICANT'S PREVIOUS AND CURRENT SOURCES OF FUNDING; THE AMOUNT OF THE REQUEST, TOTAL AMOUNT OF THE PROJECT, DETAILS OF THE BUDGET AND PLANS FOR OBTAINING TOTAL FUNDING; A LETTER OF EXEMPTION FROM THE INTERNAL REVENUE SERVICE. APPLICANTS MAY SUPPLEMENT THEIR PROPOSALS WITH SUPPORTING PRINTED MATERIALS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| JEWISH COMMUNITY FOUNDATION CHARITABLE FUND | |||||||
| 6505 WILSHIRE BLVD 1200 | LOS ANGELES | CA | 90048 | PC | COMMUNITY CENTERS & PROGRAMS | $20,000,000 | |
| MILKEN INSTITUTE | |||||||
| 1250 FOURTH ST | SANTA MONICA | CA | 90401 | PC | MILKEN SCHOLARS PROGRAM | $1,289,016 | |
| MILKEN COMMUNITY SCHOOL | |||||||
| 15800 ZELDINS WAY AT MULHOLLAND DR | LOS ANGELES | CA | 90049 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $925,000 | |
| MATTEL CHILDREN'S HOSPITAL AT UCLA | |||||||
| DEPT OF PEDIATRICS 10833 LE CONTE | LOS ANGELES | CA | 90095 | PC | HEALTH CARE | $617,000 | AVE 22-412 MDCC |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 1918 F STREET NW | WASHINGTON | DC | 20052 | PC | HIGHER ED & RESEARCH INST. & PROGS | $400,000 | |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH ST 360 | SANTA MONICA | CA | 90401 | PC | PROSTATE CANCER RESEARCH | $302,000 | |
| AMERICAN EXCHANGE PROJECT | |||||||
| 38 BALCOM ROAD | SUDBURY | MA | 01776 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $250,000 | |
| OWNERSHIP WORKS | |||||||
| 209 WEST 29TH ST 167 | NEW YORK | NY | 10001 | PC | COMMUNITY CENTERS & PROGRAMS | $250,000 | |
| LOS ANGELES BALLET | |||||||
| 11755 EXPOSITION BLVD | LOS ANGELES | CA | 90064 | PC | CULTURAL, LIBRARIES & MUSEUMS | $235,000 | |
| ELLIS ISLAND HONORS SOCIETY | |||||||
| 110 SCHENCK BLVD | FLORAL PARK | NY | 11001 | PC | CULTURAL, LIBRARIES & MUSEUMS | $225,000 | |
| WINDWARD SCHOOL | |||||||
| 11350 PALMS BLVD | LOS ANGELES | CA | 90066 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $200,000 | |
| CAPITAL CARING HEALTH | |||||||
| 3180 FAIRVIEW PARK DRIVE 500 | FALLS CHURCH | VA | 220424516 | PC | HEALTH CARE | $150,000 | |
| UNIVERSITY OF PENNSYLVANIA - GRADUATE SCHOOL OF EDUCATION | |||||||
| 3700 WALNUT ST 2ND FLOOR | PHILADELPHIA | PA | 19104 | PC | HIGHER ED & RESEARCH INST. & PROGS | $150,000 | |
| HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS | |||||||
| 99 CANAL CENTER PLAZA 320 | ALEXANDRIA | VA | 22314 | PC | COMMUNITY CENTERS & PROGRAMS | $125,000 | |
| LOS ANGELES DODGERS FOUNDATION | |||||||
| 1000 VIN SCULLY AVE | LOS ANGELES | CA | 90012 | PC | COMMUNITY CENTERS & PROGRAMS | $100,000 | |
| THE JOHN THOMAS DYE SCHOOL | |||||||
| 11414 CHALON ROAD | LOS ANGELES | CA | 90049 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $100,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA - MARSHALL SCHOOL OF BUSINESS | |||||||
| 3670 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | PC | HIGHER ED & RESEARCH INST. & PROGS | $80,000 | |
| KEEP MEMORY ALIVE | |||||||
| 888 W BONNEVILLE AVE | LAS VEGAS | NV | 89106 | PC | GENERAL RESEARCH | $75,000 | |
| LOS ANGELES OPERA | |||||||
| 135 NORTH GRAND AVE | LOS ANGELES | CA | 90012 | PC | CULTURAL, LIBRARIES & MUSEUMS | $75,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | CULTURAL, LIBRARIES & MUSEUMS | $75,000 | |
| PIONEER VALLEY SYMPHONY | |||||||
| 239 MAIN ST REAR | GREENFIELD | MA | 01301 | PC | CULTURAL, LIBRARIES & MUSEUMS | $50,000 | |
| STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | PC | HIGHER ED & RESEARCH INST. & PROGS | $50,000 | |
| BRENT SHAPIRO FOUNDATION FOR DRUG AWARENESS | |||||||
| 10250 CONSTELLATION BLVD 19TH FLOOR | LOS ANGELES | CA | 90067 | PC | HUMAN SERVICE PROGRAMS | $25,000 | |
| CALIFORNIA FORWARD | |||||||
| 1611 SYCAMORE AVE 5369 | HERCULES | CA | 94547 | PC | COMMUNITY CENTERS & PROGRAMS | $25,000 | |
| CHILDREN'S DIABETES FOUNDATION | |||||||
| 3025 SOUTH PARKER ROAD 110 | AURORA | CO | 80014 | PC | HEALTH CARE | $25,000 | |
| STANDWITHUS | |||||||
| 6505 WILSHIRE BLVD 500 | LOS ANGELES | CA | 90048 | PC | COMMUNITY CENTERS & PROGRAMS | $25,000 | |
| VISION TO LEARN | |||||||
| 12100 WILSHIRE BLVD 1275 | LOS ANGELES | CA | 90025 | PC | HEALTH CARE | $25,000 | |
| JOE TORRE SAFE AT HOME FOUNDATION | |||||||
| 777 S ALAMEDA ST FLOOR 2 | LOS ANGELES | CA | 90021 | PC | HUMAN SERVICE PROGRAMS | $15,000 | |
| KIPP SOCAL PUBLIC SCHOOLS | |||||||
| 1993 S BROADWAY 1144 | LOS ANGELES | CA | 90007 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $15,000 | |
| AMERICAN FRIENDS OF LUBAVITCH | |||||||
| 2110 LEROY PLACE NW | WASHINGTON | DC | 20008 | PC | COMMUNITY CENTERS & PROGRAMS | $10,000 | |
| IOLANI SCHOOL | |||||||
| 563 KAMOKU ST | HONOLULU | HI | 96826 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $10,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 5150 GOLDLEAF CIRCLE 400 | LOS ANGELES | CA | 90056 | PC | GENERAL RESEARCH | $10,000 | |
| OREGON SHAKESPEARE FESTIVAL ASSOCIATION | |||||||
| 15 S PIONEER ST | ASHLAND | OR | 97520 | PC | CULTURAL, LIBRARIES & MUSEUMS | $10,000 | |
| PHASE ONE | |||||||
| 11726 SAN VICENTE BLVD 560 | LOS ANGELES | CA | 90049 | PC | GENERAL RESEARCH | $10,000 | |
| STAND UP TO CANCER | |||||||
| 10880 WILSHIRE BLVD 1400 | LOS ANGELES | CA | 90024 | PC | GENERAL RESEARCH | $10,000 | |
| STUDENTS RUN AMERICA | |||||||
| 5252 CREBS AVE | TARZANA | CA | 91356 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $7,500 | |
| LOS ANGELES JEWISH SYMPHONY | |||||||
| 17455 LA CUESTA LANE | ENCINO | CA | 91316 | PC | CULTURAL, LIBRARIES & MUSEUMS | $7,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| 1150 SOUTH OLIVE STREET FLOOR 10 | LOS ANGELES | CA | 90015 | PC | HIGHER ED & RESEARCH INST. & PROGS | $5,000 | |
| AMERICANS FOR BEN GURION UNIVERSITY | |||||||
| PO BOX 88778 | CHICAGO | IL | 606809986 | PC | HIGHER ED & RESEARCH INST. & PROGS | $5,000 | |
| BAR ILAN UNIVERSITY OF ISRAEL | |||||||
| 160 EAST 56TH STREET 5TH FLOOR | NEW YORK | NY | 10022 | PC | HIGHER ED & RESEARCH INST. & PROGS | $5,000 | |
| FIRST STAR INC | |||||||
| 1666 K STREET NW 300 | WASHINGTON | DC | 20006 | PC | HUMAN SERVICE PROGRAMS | $5,000 | |
| FRIENDS OF SHEBA MEDICAL CENTER | |||||||
| 6505 WILSHIRE BLVD 615 | LOS ANGELES | CA | 90048 | PC | HEALTH CARE | $5,000 | |
| HADASSAH | |||||||
| 455 S ROBERTSON BLVD | BEVERLY HILLS | CA | 90211 | PC | HEALTH CARE | $5,000 | |
| LOS ANGELES MASTER CHORALE | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | PC | CULTURAL, LIBRARIES & MUSEUMS | $5,000 | |
| LOS ANGELES POLICE FOUNDATION | |||||||
| 633 W 5TH ST 960 | LOS ANGELES | CA | 90071 | PC | COMMUNITY CENTERS & PROGRAMS | $5,000 | |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | PC | CULTURAL, LIBRARIES & MUSEUMS | $5,000 | |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 900132101 | PC | HUMAN SERVICE PROGRAMS | $5,000 | |
| WASHINGTON NATIONALS PHILANTHROPIES | |||||||
| 1500 SOUTH CAPITOL ST SE | WASHINGTON | DC | 20003 | PC | COMMUNITY CENTERS & PROGRAMS | $5,000 | |
| GABRIELS HOUSE | |||||||
| PO BOX 654 | OXNARD | CA | 93032 | PC | COMMUNITY CENTERS & PROGRAMS | $3,000 | |
| PROVIDENCE TRINITY KIDS CARE | |||||||
| 5315 TORRANCE BLVD SUITE B-1 | TORRANCE | CA | 90503 | PC | HEALTH CARE | $3,000 | |
| SANTA MONICA POLICE OFFICERS ASSOCIATION WELLNESS FUND | |||||||
| 333 OLYMPIC DRIVE OFFICE 3326 | SANTA MONICA | CA | 90401 | PC | COMMUNITY CENTERS & PROGRAMS | $3,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 6505 WILSHIRE BLVD 650 | LOS ANGELES | CA | 90048 | PC | COMMUNITY CENTERS & PROGRAMS | $2,500 | |
| AMERICAN RED CROSS | |||||||
| 1450 S CENTRAL AVE | LOS ANGELES | CA | 90021 | PC | HUMAN SERVICE PROGRAMS | $2,500 | |
| BREAKTHROUGH T1D | |||||||
| 1391 WARNER AVE SUITE D | TUSTIN | CA | 92780 | PC | GENERAL RESEARCH | $2,500 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 6505 WILSHIRE BLVD 625 | LOS ANGELES | CA | 90048 | PC | COMMUNITY CENTERS & PROGRAMS | $2,500 | |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | PC | CULTURAL, LIBRARIES & MUSEUMS | $2,500 | |
| LOS ANGELES POLICE MEMORIAL FOUNDATION | |||||||
| 1880 N ACADEMY DR | LOS ANGELES | CA | 90012 | PC | COMMUNITY CENTERS & PROGRAMS | $2,500 | |
| LOS ANGELES POLICE RESERVE FOUNDATION | |||||||
| 6350 W 80TH ST | LOS ANGELES | CA | 90045 | PC | COMMUNITY CENTERS & PROGRAMS | $2,500 | |
| ST JOSEPH CENTER | |||||||
| 204 HAMPTON DR | VENICE | CA | 90291 | PC | HUMAN SERVICE PROGRAMS | $2,500 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 200242150 | PC | COMMUNITY CENTERS & PROGRAMS | $2,500 | |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | |||||||
| 122 E 42ND ST 4507 | NEW YORK | NY | 10168 | PC | CULTURAL, LIBRARIES & MUSEUMS | $2,000 | |
| CENTER FOR EXCELLENCE IN EDUCATION | |||||||
| 7918 JONES BRANCH DRIVE 700 | MCLEAN | VA | 22102 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $2,000 | |
| FRIENDS OF CANCER RESEARCH | |||||||
| 1800 M STREET NW 1050 SOUTH | WASHINGTON | DC | 20036 | PC | GENERAL RESEARCH | $2,000 | |
| HAROLD PUMP FOUNDATION | |||||||
| 13636 VENTURA BLVD 416 | SHERMAN OAKS | CA | 91423 | PC | COMMUNITY CENTERS & PROGRAMS | $2,000 | |
| ROBERTO CLEMENTE FOUNDATION | |||||||
| PO BOX 30110 | SAN JUAN | PR | 00924 | PC | COMMUNITY CENTERS & PROGRAMS | $2,000 | |
| WAYFINDER FAMILY SERVICES | |||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | PC | HEALTH CARE | $2,000 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | PC | HIGHER ED & RESEARCH INST. & PROGS | $1,800 | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | |||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | PC | HEALTH CARE | $1,800 | |
| JEWISH FAMILY SERVICE OF LOS ANGELES | |||||||
| 330 N FAIRFAX AVE | LOS ANGELES | CA | 90036 | PC | HUMAN SERVICE PROGRAMS | $1,800 | |
| MEND - MEET EACH NEED WITH DIGNITY | |||||||
| 10641 N SAN FERNANDO RD | PACOIMA | CA | 91331 | PC | HUMAN SERVICE PROGRAMS | $1,500 | |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | PC | GENERAL RESEARCH | $1,250 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 900255031 | PC | COMMUNITY CENTERS & PROGRAMS | $1,000 | |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA | |||||||
| 209 W 29TH ST | NEW YORK | NY | 101172433 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $1,000 | |
| CHILDREN'S BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD 210 | SHERMAN OAKS | CA | 91403 | PC | HEALTH CARE | $1,000 | |
| CONCERN FOUNDATION | |||||||
| 11111 W OLYMPIC BLVD 214 | LOS ANGELES | CA | 90064 | PC | GENERAL RESEARCH | $1,000 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6025 SANTA MONICA BLVD 204 | LOS ANGELES | CA | 90038 | PC | GENERAL RESEARCH | $1,000 | |
| HOLOCAUST MUSEUM LA | |||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | PC | CULTURAL, LIBRARIES & MUSEUMS | $1,000 | |
| JBI INTERNATIONAL | |||||||
| 110 E 30TH ST | NEW YORK | NY | 10016 | PC | HUMAN SERVICE PROGRAMS | $1,000 | |
| JEWS FOR JUDAISM INTERNATIONAL INC | |||||||
| 2515 S ROBERTSON BLVD | LOS ANGELES | CA | 90034 | PC | COMMUNITY CENTERS & PROGRAMS | $1,000 | |
| LOS ANGELES COUNTY POLICE CANINE ASSOCIATION | |||||||
| 1223 WILSHIRE BLVD 435 | SANTA MONICA | CA | 90403 | PC | COMMUNITY CENTERS & PROGRAMS | $1,000 | |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | |||||||
| 504 RXR PLAZA | UNIONDALE | NY | 11556 | PC | GENERAL RESEARCH | $1,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 5350 WILSHIRE BLVD 36849 | LOS ANGELES | CA | 90036 | PC | COMMUNITY CENTERS & PROGRAMS | $1,000 | |
| OPICA ADULT DAY CARE ASSOCIATES INC | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | PC | HUMAN SERVICE PROGRAMS | $1,000 | |
| ORTHODOX UNIONNCSY | |||||||
| 9831 W PICO BLVD | LOS ANGELES | CA | 90035 | PC | COMMUNITY CENTERS & PROGRAMS | $1,000 | |
| PARASOL TAHOE COMMUNITY FOUNDATION | |||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | PC | COMMUNITY CENTERS & PROGRAMS | $1,000 | |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE ST | LOS ANGELES | CA | 900384705 | PC | HUMAN SERVICE PROGRAMS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,074,166 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| MILKEN COMMUNITY SCHOOL | |||||||
| 15800 ZELDINS WAY AT MULHOLLAND DR | LOS ANGELES | CA | 90049 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $2,775,000 | |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 1918 F STREET NW | WASHINGTON | DC | 20052 | PC | HIGHER ED & RESEARCH INST. & PROGS | $1,600,000 | |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH ST 360 | SANTA MONICA | CA | 90401 | PC | PROSTATE CANCER RESEARCH | $600,000 | |
| MATTEL CHILDREN'S HOSPITAL AT UCLA | |||||||
| DEPT OF PEDIATRICS 10833 LE CONTE | LOS ANGELES | CA | 90095 | PC | HEALTH CARE | $500,000 | AVE 22-412 MDCC |
| WINDWARD SCHOOL | |||||||
| 11350 PALMS BLVD | LOS ANGELES | CA | 90066 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $400,000 | |
| AMERICAN EXCHANGE PROJECT | |||||||
| 38 BALCOM ROAD | SUDBURY | MA | 01776 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $250,000 | |
| OWNERSHIP WORKS | |||||||
| 209 WEST 29TH ST 167 | NEW YORK | NY | 10001 | PC | COMMUNITY CENTERS & PROGRAMS | $250,000 | |
| KEEP MEMORY ALIVE | |||||||
| 888 W BONNEVILLE AVE | LAS VEGAS | NV | 89106 | PC | GENERAL RESEARCH | $150,000 | |
| THE JOHN THOMAS DYE SCHOOL | |||||||
| 11414 CHALON ROAD | LOS ANGELES | CA | 90049 | PC | PRESCHOOL - 12TH GRADE PROGRAMS | $150,000 | |
| HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS | |||||||
| 99 CANAL CENTER PLAZA 320 | ALEXANDRIA | VA | 22314 | PC | COMMUNITY CENTERS & PROGRAMS | $125,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,800,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,500,966 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,368 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,839,570 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,087,402 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,504,306 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,504,306 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL AND LORI MILKEN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 4TH STREET 6TH FLOOR | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $28,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $744,412 | Amt |
| Net Investment Income | $556,409 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $186,103 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC CORPORATE STOCKS | $1,822,969 | $13,262,327 |
| FOREIGN STOCKS | $1,340,727 | $1,716,134 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $876,396 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $863,114 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BARON USA PARTNERS FUND | FMV | $1,796,706 | $5,233,575 |
| CANYON LAUREL INVESTMENT FUND II-B LP | FMV | $1,112,920 | $1,194,951 |
| CORRIDOR IV, LP | FMV | $32,340 | $32,340 |
| GREEN EQUITY INVESTORS SIDE VIII LP | FMV | $1,714,429 | $2,442,968 |
| MCC BRIGHTSTAR III | FMV | $215,911 | $126,170 |
| NSE BENCH LLC | FMV | $1,025,000 | $1,025,000 |
| NSE BASKET LLC | FMV | $1,192,342 | $1,186,560 |
| MCC M-COR IV LLC (FKA NSE BROCKTON LLC) | FMV | $17,442,930 | $20,210,654 |
| NP1 LLC | FMV | $323,715,093 | $414,040,890 |
| NSE CARAMEL, LLC | FMV | $1,635,101 | $2,025,834 |
| NSE GULL, LLC | FMV | $1,922,013 | $2,351,733 |
| NSE LEMON, LLC | FMV | $4,230 | $0 |
| NSE MANGO, LLC | FMV | $650,541 | $842,557 |
| NSE MANDARIN, LLC | FMV | $518,254 | $647,381 |
| NSE OPAL, LLC | FMV | $7,304,708 | $7,262,010 |
| NSE SUGAR LLC | FMV | $945,784 | $1,124,164 |
| NSE SOURCE LLC | FMV | $27,652,786 | $27,652,786 |
| ONE EQUITY PARTNERS VII-A, LP | FMV | $1,035,835 | $1,883,866 |
| RISE OF THE REST SEED FUND II, LP | FMV | $1,653,388 | $1,593,913 |
| TRIDENT AMERICAN DREAMS FUND I, LP | FMV | $386,606 | $628,738 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $23 | $23 | $0 |
| SUPPLIES | $2,156 | $0 | $2,156 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ARENA CAPITAL FUND L.P. - SERIES 2 | -$6,106 | -$6,106 | -$6,106 |
| CANYON LAUREL INVESTMENT FUND II (B) LP | $81,895 | $81,895 | $81,895 |
| GEI VIII CVT AIV LP | -$3 | -$3 | -$3 |
| GREEN EQUITY INVESTORS SIDE VIII LP | -$6,928 | -$6,262 | -$6,928 |
| NP1 LLC | $10,786,641 | $10,640,574 | $10,786,641 |
| NSE BASKET LLC | -$13,319 | -$13,319 | -$13,319 |
| NSE BROCKTON LLC | $1,220,863 | $1,220,863 | $1,220,863 |
| NSE CARAMEL LLC | -$29,694 | -$29,694 | -$29,694 |
| NSE GULL LLC | $28,089 | $28,089 | $28,089 |
| NSE LEMON LLC | -$1,447 | -$1,447 | -$1,447 |
| NSE MANDARIN LLC | -$31,450 | -$31,450 | -$31,450 |
| NSE MANGO LLC | -$39,500 | -$31,778 | -$39,500 |
| NSE OPAL LLC | $45,678 | $45,678 | $45,678 |
| NSE SUGAR LLC | -$35,180 | -$35,180 | -$35,180 |
| ONE EQUITY PARTNERS VII-A, LP | -$26,230 | -$25,824 | -$26,230 |
| RISE OF THE REST SEED FUND II AIV, LP | -$1,707 | -$1,707 | -$1,707 |
| RISE OF THE REST SEED FUND II, LP | -$55,961 | -$55,961 | -$55,961 |
| TRIDENT AMERICAN DREAMS FUND I, LP | -$76,071 | -$64,779 | -$76,071 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN CURRENCY EXCHANGE LOSS | Desc |
| Amt | $46 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $150,000 | $112,500 | $37,500 |
| INVESTMENT ADVISORY FEES | $41,155 | $41,155 | $0 |
| GRANT ADMINISTRATION | $261,484 | $0 | $261,484 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $400,000 | $0 | $0 |
| FOREIGN TAX | $6,211 | $6,211 | $0 |
| FILING FEES | $800 | $0 | $0 |
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