COLBURN FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
COLBURN FOUNDATION (EIN 95-4693145)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201323199349102607
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-15T17:45:56-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Grant Thornton LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1515 S Flower Street 7th FloorAddressLine1
CityLos AngelesCity
StateCAState
ZIP Code90071ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN954693145EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Colburn FoundationBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% LAYNE PINKERNELLInCareOfName
Name ControlCOLBNameControl
Phone2134524300Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 WILSHIRE BLVDAddressLine1
Address Line2Suite 555AddressLine2
CityLOS ANGELESCity
StateCAState
ZIP Code90017ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLAYNE PINKERNELLName
TitleCONTROLLERTitle
Phone2134524300Phone
Date Signed2013-11-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRosemarie BrownName
Phone2136271717Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY126283041FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss525ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss3506681DividendsRevAndExpnss
Dividends Net Invst Incm4032562DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss9581993NetGainSaleAssetsRevAndExpnss
Gross Sales Price79301944GrossSalesPrice
Capital Gain Net Incm Net Invst Incm3283058CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss10238OtherIncomeRevAndExpnss
Other Income Net Invst Incm881417OtherIncomeNetInvstIncm
Total Revenue And Expenses13099437TotalRevenueAndExpenses
Total Net Investment Income8197037TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss339962CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps339962CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss64923OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps64973OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss32503PensionEmplBnftRevAndExpnss
Pension Empl Bnft Dsbrs Chrtbl Prps32504PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss10520LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Adj Net Incm0LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps10520LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss47348AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps47348AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss812869OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm226775OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps1883OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss458060TaxesRevAndExpnss
Taxes Net Invst Incm14544TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps21705TaxesDsbrsChrtblPrps
Occupancy Rev And Expnss46331OccupancyRevAndExpnss
Occupancy Dsbrs Chrtbl Prps46331OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss4811TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps4811TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss2327PrintingAndPubRevAndExpnss
Printing And Pub Dsbrs Chrtbl Prps2327PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss65390OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm408881OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps65390OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1885044TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm650200TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps637754TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss5915864ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps5926098ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss7800908TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm650200TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps6563852TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses5298529ExcessOfRevenueOverExpenses
Net Investment Income7546837NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY28809CashBOY
Cash EOY78521CashEOY
Cash EOYFMV78521CashEOYFMV
Prepaid Expenses BOY2537PrepaidExpensesBOY
Prepaid Expenses EOY6459PrepaidExpensesEOY
Prepaid Expenses EOYFMV6459PrepaidExpensesEOYFMV
Investments Other BOY124376672InvestmentsOtherBOY
Investments Other EOY133911704InvestmentsOtherEOY
Investments Other EOYFMV133911704InvestmentsOtherEOYFMV
Land Building And Equipment BOY116730LandBuildingAndEquipmentBOY
Total Assets BOY124524748TotalAssetsBOY
Total Assets EOY133996684TotalAssetsEOY
Total Assets EOYFMV133996684TotalAssetsEOYFMV
Accounts Payable BOY1143AccountsPayableBOY
Accounts Payable EOY3383AccountsPayableEOY
Grants Payable BOY7398793GrantsPayableBOY
Grants Payable EOY7389157GrantsPayableEOY
Other Liabilities BOY71897OtherLiabilitiesBOY
Other Liabilities EOY321103OtherLiabilitiesEOY
Total Liabilities BOY7471833TotalLiabilitiesBOY
Total Liabilities EOY7713643TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY117052915UnrestrictedBOY
Unrestricted EOY126283041UnrestrictedEOY
Total Net Assets BOY117052915TotalNetAssetsBOY
Total Net Assets EOY126283041TotalNetAssetsEOY
Total Liabilities Net Assets BOY124524748TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY133996684TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY117052915TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses5298529ExcessOfRevenueOverExpenses
Other Increases3931597OtherIncreases
Subtotal126283041Subtotal
Total Net Assets Fund Balances EOY126283041TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGain Or LossGainOrLoss
PUBLICLY TRADED SECURITIESP2257876
MERCATOR INTERNATIONAL FUNDP370
KAYNE ANDERSON ENERGY FUND IV (QP) LPP6525
BGI GLOBAL - ACWI EQUITY INDEX FUND BP37003
PATHWAY PRIVATE EQUITY FUND 2007, LPP150698
ADAGE CAPITAL PARTNERS, LPP460005
OCH - ZIFF REAL ESTATE ADVISORS LPP32596
LONE STAR ESTATE FUND II (US) LPP-25
CONTRARIAN DISTRESSED REAL ESTATEP10550
WELLINGTON GLOBAL PERSPECTIVE PORTP327460
FieldValueIRS element (for citing)
Capital Gain Net Income3283058CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year16940842QualifyingDistributionsYear1
Noncharitable Assets Year1129596374NoncharitableAssetsYear1
Distribution Ratio Year10.053557DistributionRatioYear1
Qualifying Distributions Year26579099QualifyingDistributionsYear2
Noncharitable Assets Year2119458385NoncharitableAssetsYear2
Distribution Ratio Year20.055074DistributionRatioYear2
Qualifying Distributions Year37031946QualifyingDistributionsYear3
Noncharitable Assets Year3107876866NoncharitableAssetsYear3
Distribution Ratio Year30.065185DistributionRatioYear3
Qualifying Distributions Year46521985QualifyingDistributionsYear4
Noncharitable Assets Year4140978625NoncharitableAssetsYear4
Distribution Ratio Year40.046262DistributionRatioYear4
Qualifying Distributions Year58802854QualifyingDistributionsYear5
Noncharitable Assets Year5171587019NoncharitableAssetsYear5
Distribution Ratio Year50.051303DistributionRatioYear5
Total Distribution Ratio0.271381TotalDistributionRatio
Average Distribution Ratio0.054276AverageDistributionRatio
Net Noncharitable Assets127540370NetNoncharitableAssets
Adjusted Noncharitable Assets6922381AdjustedNoncharitableAssets
One Percent Net Investment Income75468OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One6997849AdjNonchrtblAssetsAndOnePct
Qualifying Distributions6563852QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax150937InvestmentIncomeExciseTax
Subtotal150937Subtotal
Tax Based On Investment Income150937TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment141499EstTaxPaymentsAndOverpayment
Tax Paid With Extension200000TaxPaidWithExtension
Total Credits And Payments341499TotalCreditsAndPayments
Overpayment190562Overpayment
Amount Credited To Next Year190562AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000trueUnrelatedBusIncomeOver1000
Form990 T FiledtrueForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website Addresswww.colburnfoundation.orgWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAYNE PINKERNELLBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2134524300BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11000 WILSHIRE BLVD SUITE 555AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90017ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersontruePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingstrueBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc
RUTH ELIEL
1000 WILSHIRE BLVD SUITE 555LOS ANGELESCA91784EXECUTIVE DIRECTOR/SECRETARY32.017063614252
LAYNE PINKERNELL
1000 WILSHIRE BLVD SUITE 555LOS ANGELESCA90017CONTROLLER/TREASURER24.09132611153
EDMUND EDELMAN
1000 WILSHIRE BLVD SUITE 555LOS ANGELESCA90017DIRECTOR1.024000
GAIL EICHENTHAL
1000 WILSHIRE BLVD SUITE 555LOS ANGELESCA90017DIRECTOR1.06000
EUGENE KRIEGER
1000 WILSHIRE BLVD SUITE 555LOS ANGELESCA90017DIRECTOR/PRESIDENT1.024000
ROBERT S ATTIYEH
1000 WILSHIRE BLVD SUITE 555LOS ANGELESCA90017DIRECTOR1.024000
RICHARD COLBURN
1000 WILSHIRE BLVD SUITE 555LOS ANGELESCA90017DIRECTOR1.00
CAROL COLBURN GRIGOR
1000 WILSHIRE BLVD SUITE 555lOS ANGELESCA90017DIRECTOR1.00
ARVIND MANOCHA
1000 WILSHIRE BLVD SUITE 555LOS ANGELESCA90017DIRECTOR1.00
ROBERT EGELSTON
1000 WILSHIRE BLVD SUITE 555lOS ANGELESCA90017CHAIRMAN EMERITUS1.00

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl

FieldValueIRS element (for citing)
NameKRISTIN RUNNELSName

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 WILSHIRE BLVD SUITE 555AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90017ZIPCode
FieldValueIRS element (for citing)
Title0Title
Average Hours Per Week0AverageHoursPerWeek
Compensation63000Compensation
Employee Benefits7092EmployeeBenefits

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANGELES INVESTMENT ADVISORS LLCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1429 SANTA MONICA BLVD SUITE 650AddressLine1
CitySANTA MONICACity
StateCAState
ZIP Code90401ZIPCode
FieldValueIRS element (for citing)
Type Of ServiceINVESTMENTTypeOfService
Compensation226475Compensation
FieldValueIRS element (for citing)
Summary Of Direct Charitable ActySummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities129385087AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances91148AvgMonthlyCashBalances
FMV All Other Noncharitable Assets6374FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets129482609TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets129482609AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1942239CashDeemedCharitable
Net Noncharitable Assets127540370NetNoncharitableAssets
Minimum Investment Return6377019MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return6377019MinimumInvestmentReturn
Tax Based On Investment Income150937TaxBasedOnInvestmentIncome
Total Tax150937TotalTax
Distributable Amount Before Adj6226082DistributableAmountBeforeAdj
Recoveries Qlfy Distributions75RecoveriesQlfyDistributions
Distributable Amount Before Ded6226157DistributableAmountBeforeDed
Distributable Amount As Adjusted6226157DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions6563852ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions6563852QualifyingDistributions
Adj Qualifying Distributions6563852AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted6226157DistributableAmountAsAdjusted
Undistributed Income Prior Year3853134UndistributedIncomePriorYear
Prior Year12010PriorYear1
Prior Year22009PriorYear2
Prior Year32008PriorYear3
Qualifying Distributions6563852QualifyingDistributions
Applied To Year13853134AppliedToYear1
Applied To Current Year2710718AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Total Corpus0TotalCorpus
Undistributed Income CY3515439UndistributedIncomeCY
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear
Excess From Current Year0ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManager
Shareholder ManagerNONEShareholderManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameKristin RunnelsRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11000 WILSHIRE BLVD SUITE 555AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90017ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2134524300RecipientPhoneNumber
Form And Info And MaterialsWE STRONGLY URGE ALL GRANT SEEKERS TO CONTACT US AT THE PHONE NUMBER LISTED ABOVE BEFORE SUBMITTING AN APPLICATION. THE GUIDELINES BELOW CAN BE USED ONCE WE HAVE ENCOURAGED YOU TO SUBMIT AN APPLICATION TO US. THERE IS NO FORM TO BE SUBMITTED. . TO APPLY FOR A GRANT, PLEASE SUBMIT THE FOLLOWING: 1. A NARRATIVE OF NO MORE THAN THREE PAGES TELLING US WHO YOU ARE AND WHY YOU ARE SEEKING FUNDING; PLEASE INCLUDE A REQUESTED DOLLAR AMOUNT. 2. A COPY OF YOUR IRS DETERMINATION LETTER SHOWING 501(C)(3) STATUS. 3. TWO MOST RECENT AUDITED FINANCIAL STATEMENTS (OR FORM 990'S IN CASE YOU DO NOT HAVE AUDITED FINANCIALS); IF THIS INFORMATION IS MORE THAN A YEAR OLD, PLEASE ALSO SUBMIT AN INTERNAL FINANCIAL STATEMENT FOR YOUR MOST RECENT COMPLETED FISCAL YEAR AND CURRENT YEAR BUDGET; IF YOU ARE APPLYING FOR FUNDING FOR A FUTURE YEAR'S ACTIVITY, PLEASE ALSO INCLUDE A BUDGET FOR THE NEXT FISCAL YEAR. 4. A LIST OF BOARD OF DIRECTORS AND THEIR AFFILIATIONS.FormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsGRANTS ARE GENERALLY AWARDED TO ORGANIZATIONS IN THE SOUTHERN CALIFORNIA AREA. THE PURPOSE OF THE GRANT MUST BE FOR FURTHERING THE STUDY, TEACHING, AND PERFORMANCE OF CLASSICAL MUSIC AND DANCE.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (56 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
Los Angeles Chamber of Orchestra PAID 1312
355 S Grand AveLos AngelesCA90017NONE509(a)(I)Classical Arts$300,000
Los Angeles Master Chorale PAID 1312
135 N Grand AveLos AngelesCA90012NONE509(a)(I)Classical Arts$100,000
Los Angeles Opera Company PAID 1312
135 N Grand AveLos AngelesCA90012NONE509(a)(I)Classical Arts$375,000
Music Academy of the West PAID 1312
1070 Fairway RdSanta BarbaraCA93108NONE509(a)(I)Classical Arts$20,000
USC Thornton School of Music PAID 1312
840 W 34th STLos AngelesCA90089NONE509(a)(I)classical arts$100,000
California Institute of the Arts PAID 22712
24700 Mcbean ParkwayValenciaCA91355NONE509(a)(I)Classical Arts$100,000
Santa Monica Symphony Association paid 51412
1821 Wilshire BlvdSanta MonicaCA90403NONE509(a)(I)Classical Arts$5,000
The Colburn School paid 6712
200 S Grand AveLos AngelesCA90012NONE509(a)(I)Classical Arts$2,000,000
Los Angeles Philharmonic paid 6712
111 S Grand AveLos AngelesCA90012NONE509(a)(I)Classical Arts$500,000
Heart of Los Angeles paid 6712
2701 Wilshire Blvd suite 100Los AngelesCA90057NONE509(a)(I)Classical Arts$2,000
Long Beach Central Area Association paid 6712
PO Box 6502Long BeachCA90806NONE509(a)(I)Classical Arts$5,000
LA Opera paid 6712
135 N GrandLos AngelesCA90012NONE509(a)(I)Classical Arts$10,000
Street Symphony Project paid 6712
1154 s Barrington AveLos AngelesCA90049NONE509(a)(I)Classical Arts$3,000
The Somerset Foundation paid 6712
1278 HIGHWAY 461somersetKY42503NONE509(a)(I)Classical Arts$2,500
Los Angeles Opera Company paid 7912
135 N Grand AveLos AngelesCA90012NONE509(a)(I)Classical Arts$155,000
American Youth Symphony paid 7912
3424 Wilshire Boulevard Suite 830Los AngelesCA90010NONE509(a)(I)Classical Arts$15,000
Idyllwild Arts Festival paid 7912
PO BOX 38IdyllwildCA92549NONE509(a)(I)Classical Arts$20,00052500 Temecula road
KUSC paid 7912
1149 S Hill StreetLos AngelesCA90015NONE509(a)(I)Classical Arts$25,000
Monday Evening Concerts paid 7912
3710 S Robertson Blvd Suite 200Culver CityCA90232NONE509(a)(I)Classical Arts$15,000
Ojai Festivals Ltd paid 7912
PO Box 185OjaiCA93024NONE509(a)(I)Classical Arts$20,000
Philharmonic Society Of Orange County paid 7912
2082 Business Center Drive ste 10IrvineCA92612NONE509(a)(I)Classical Arts$15,000
Jacaranda paid 7912
1626 N Benton WayLos AngelesCA90026NONE509(a)(I)Classical Arts$10,000
LA's Best paid 7912
200 N Spring StLos AngelesCA90012NONE509(a)(I)Classical Arts$5,000
Madison Project (the board stage) paid 7912
PO BOX 15179WashingtonDC20003NONE509(a)(I)Classical Arts$10,000
The Music Guide paid 7912
3637 Motor Ave suite 240Los AngelesCA90034NONE509(a)(I)Classical Arts$5,000
New York University paid 7912
70 Washington Square S New YorkNew YorkNY10012NONE509(a)(I)Classical Arts$5,000
Pasadena Conservatory of Music paid 7912
100 N Hill Ave 105PasadenaCA91106NONE509(a)(I)classical Arts$5,000
Segerstrom Center of the Arts paid 7912
600 Town Center DrCosta MesaCA92626NONE509(a)(I)Classical Arts$10,000
Young Concert Artists paid 7912
250 West 57 St Suite 1222New YorkNY10107NONE509(a)(I)Classical Arts$10,000
Los Angeles Children's Chorus paid 7912
585 E Colorado Blvd PasadenaPasadenaCA91101NONE509(a)(I)Classical Arts$500
Los Angeles Music & Art School paid 7912
3630 E 3rd StLos AngelesCA90063NONE509(a)(I)Classical Arts$500
Museum Associates (Sunday Live) paid 71212
5905 Wilshire BlvdLos AngelesCA90036NONE509(a)(I)Classical Arts$10,000
Heart of Los Angeles paid 91112
2701 Wilshire Blvd suite 100Los angelesCA90057NONE509(a)(I)Classical Arts$10,000
Los Angeles Children's Chorus paid 91012
585 E Colorado Blvd PasadenaPasadenaCA91101NONE509(a)(I)Classical Arts$10,000
The Colburn School paid 91012
200 s GrandLoa AngelesCA90012NONE509(a)(I)Classical Arts$1,500,000
La Senora Research Insitute paid 91012
565 Dryad RoadSanta MonicaCA90402NONE509(a)(I)Classical Arts$2,000
Musica Angelica paid 91012
1223 Wilshire BlvdSanta MonicaCA90403NONE509(a)(I)Classical Arts$150,000
CAP UCLA paid 91012
405 Hilgard AveLos AngelesCA90095NONE509(a)(I)Classical Arts$10,000
The Colburn School paid 91112
205 S Grand AveLos AngelesCA90012NONE509(a)(I)Classical Arts$10,000
Da Camera Society paid 91112
10 Chester PlaceLos AngelesCA90007NONE509(a)(I)Classical Arts$5,000
Heart of Los Angeles paid 91112
2701 Wilshire Blvd suite 100Los AngelesCA90057NONE509(a)(I)Classical Arts$5,000
The Chamber Music Society of Lincoln Center
70 Lincoln SquareNew YorkNY10023NONE509(a)(I)Classical Arts$5,000
Calder Performing Arts Organization pid 91312
4750 Beloit AveCulver CityCA90230NONE509(a)(I)Classical Arts$10,000
The Colburn School paid 10212
205 S GrandLoa AngelesCA90012NONE509(a)(I)Classical Arts$20,000
California State of Northridge paid 10212
18111 Nordhoff StreetNorthridgeCA91330NONE509(a)(I)Classical Arts$10,000
Los Angeles Philharmonic paid 10212
111 S Grand AveLos AngelesCA90012NONE509(a)(I)Classical Arts$250,000
The Colburn School paid 111212
205 S GrandLos AngelesCA90012NONE509(a)(I)Classical Arts$10,000
Da Camera Society paid 91112
10 Chester PlaceLos AngelesCA90007NONE509(a)(I)Classical Arts$25,000
Long Beach Opera
507 Pacific AveLong BeachCA90802NONE509(a)(I)Classical Arts$10,000
Los Angeles Music & Art School paid 12412
3630 E 3rd StLos AnglesCA90063NONE509(a)(I)Classical Arts$10,000
Marlboro School of Music paid 12412
121 West 27th Street suite 703New YorkNY10001NONE509(a)(I)Classical Arts$10,000
Taos School of Music paid 12412
PO BOX 2630TaosNM87571NONE509(a)(I)classical Arts$5,000
Contribution from Kayne Anderson pass-through K-1
1000 Wilshire blvd suite 555Los AngelesCA90017available upon request$552
Contribution from Kayne Anderson pass-through K-1
1000 Wilshire blvd suite 555los angelesCA90017available upon request$3
Contribution from Osh-Ziff pass-through K-1
1000 Wilshire Blvd suite 555los angelesCA90017available upon request$5
Contribution from Pathway Private pass-through K-1
1000 Wilshire blvd suite 555los angelesCA90017available upon request$38
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year5926098TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
LOS ANGELES PHILHARMONIC ASSOCIATION
151 S GRAND AVENUELOS ANGELESCA90012NONE509A1CLASSICAL ARTS$4,000,000
COLBURN SCHOOL
200 S GRAND AVENUELOS ANGELESCA90071NONE509A1CLASSICAL ARTS$1,450,000
LOS ANGELES OPERA COMPANY
135 N GRAND AVENUELOS ANGELESCA90012NONE509A1CLASSICAL ARTS$1,000,000
LOS ANGELES CHAMBER ORCHESTRA SOCIETY
707 WILSHIRE BLVD STE 1850LOS ANGELESCA90017NONE509A1CLASSICAL ARTS$590,000
LOS ANGELES MASTER CHORALE
135 N GRAND AVENUELOS ANGELESCA90012NONE509A1CLASSICAL ARTS$275,000
CALIFORNIA INSTITUTE OF THE ARTS
24700 MCBEAN PARKWAYVALENCIACA91355NONE509A1CLASSICAL ARTS$100,000
USC THORNTON SCHOOL OF MUSIC
840 W 34TH STREETLOS ANGELESCA90089NONE509A1CLASSICAL ARTS$100,000
AMERICAN YOUTH SYMPHONY INC
2365 WESTWOOD BLVD 23LOS ANGELESCA90064NONE509A1CLASSICAL ARTS$15,000
MUSEUM ASSOCIATES( SUNDAYS LIVE)
5905 WILSHIRE BLVDLOS ANGELESCA90036NONE509A1CLASSICAL ARTS$15,000
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY RDSANTA BARBARACA93108NONE509A1CLASSICAL ARTS$20,000
OJAI FESTIVALS LTD
PO BOX 185OJAICA93024NONE509A1CLASSICAL ARTS$20,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Approved Future7585000TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments
Int On Savings And Temp Cash InvstIntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,506,681ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$9,581,993ExclusionAmount
FieldValueIRS element (for citing)
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescriptionExclusion CodeExclusionCodeExclusionExclusionAmountBusiness CodeBusinessCode
MISSCELLANEOUS01$10,238
INCOME REPORTED ON K-1900099

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$13,098,912ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA13098912TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line NumberN/ALineNumber
Relationship StatementN/ARelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryGRANT THORNTON LLPCategory
Amount$47,348Amount
Disbursements Charitable Prps47348DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionN/ADescription

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (21 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
ASSETS HELD AT CHARLES SCHWABFMV9364311793643117
MERCATOR INTERNATIONAL FUNDSFMV00
TACONIC OPPORTUNITY OFFHOSE FUFMV00
ADAGE CAPITAL PARTNERS, LPFMV58987055898705
CALAMOS GLOBAL OPPORTUNITIESFMV00
WELLINGTON GLOBAL PERSPECTIVEFMV67593356759335
ASCEND PARTNERS FUND, II LTDFMV00
ANGELES ABSOLUTE RETURN FUNDFMV1197299511972995
BGI GLOBAL-ACWI EQUITY INDEXFMV00
CANYON STRUCTURED ASSETS FUNDFMV29012522901252
CANYON VALUE REALIZATION FUNDFMV9241592415
CONTRARIAN DISTRESSED REAL ESAFMV824178824178
DOVER VIIIFMV793143793143
HIGHLANDFMV20259262025926
KAYNE ANDERSON ENGERY FUND IVFMV28483782848378
LONE STAR REAL ESTATE FUND 11FMV10760201076020
OCH-ZIFF REAL ESTATE ADVISORSFMV13228481322848
PATHWAY PRIVATE EQUITY FUND 20FMV30515893051589
WTC ARCHIPELEGO HOLDING, LTDFMV00
RAMIUSFMV545469545469
FAIRBANKSFMV156334156334

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryMARILYN B. O'TOOLE, ESQCategory
Amount$10,520Amount
Disbursements Charitable Prps10520DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (14 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
PAYROLL SERVICE FEES14261426
INSURANCE EXPENSE1949819498
SUPPLIES EXPENSE16061606
MEMBERSHIPS1150011500
TELEPHONE45534553
POSTAGE SHIPPING EXPENSE21992199
PARKING EXPENSE1225412254
OFFICE FURNITURE & EQUIPMENT730730
EQUIPMENT MAINTENANCE EXPENSE88108810
OFFSITE STORAGE711711
BUSINESS MEALS17301730
OTHER EXPENSES118118
OPERATING FEES255255
OTHER K-1 DEDUCTIONS408881

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionK-1 PARTNERSHIP INCOMEDescription
Revenue And Expenses Per Books10238RevenueAndExpensesPerBooks
Net Investment Income881417NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAIN ON INVESTMENTDescription
Amount$3,931,597Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT MANAGERS$810,986226775
OTHER$1,8831883

Taxes Schedule TaxesSchedule

Taxes Taxes (5 entries)

CategoryCategoryAmountAmountDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
PAYROLL TAXES$21,70521705
FEDERAL EXCISE TAXES$248,318
STATE UBI TAXES$15,419
DEFERRED EXCISE TAX PAYABLE$172,618
FOREIGN TAXES14544

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