INSURANCE INDUSTRY CHARITABLE FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: INSURANCE INDUSTRY CHARITABLE FOUNDATION INC (EIN 20-1240972)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-15
IRS object ID: 201221369349305157
Schema version: 2011v1.2
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
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-15T12:35:32-07:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT BENNETT ASSOCIATES	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1375 EXPOSITION BLVD STE 230	AddressLine1
City	SACRAMENTO	City
State	CA	State
ZIP Code	958155115	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	201240972	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Insurance Industry Charitable Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	INSU	NameControl
Phone	9252808009	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2121 N California Blvd Suite 555	AddressLine1
City	Walnut Creek	City
State	CA	State
ZIP Code	94596	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	William Ross	Name
Title	CEO	Title
Date Signed	2012-05-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DAVID C WILSON	Name
Phone	9169225109	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	William Ross	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	2121 N California Blvd 555	AddressLine1
City	Walnut Creek	City
State	CA	State
ZIP Code	94596	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2474967	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
All Affiliates Included	false	AllAffiliatesIncluded
Organization501c3	X	Organization501c3
Web Site	iicf.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1994	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	The Insurance Industry Charitable Foundation seeks to help communities and enrich lives by combining the collective strengths of the industry to provide grants, volunteer service and leadership.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	13	NbrIndependentVotingMembers
Total Nbr Employees	5	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	2205134	ContributionsGrantsPriorYear
Contributions Grants Current Year	2324998	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	25483	InvestmentIncomePriorYear
Investment Income Current Year	25174	InvestmentIncomeCurrentYear
Other Revenue Prior Year	27059	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	2257676	TotalRevenuePriorYear
Total Revenue Current Year	2350172	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	800553	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	932883	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	615625	SalariesEtcPriorYear
Salaries Etc Current Year	734604	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	276691	TotalFundrsngExpCurrentYear
Other Expense Prior Year	511618	OtherExpensePriorYear
Other Expenses Current Year	760808	OtherExpensesCurrentYear
Total Expenses Prior Year	1927796	TotalExpensesPriorYear
Total Expenses Current Year	2428295	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	329880	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-78123	RevenuesLessExpensesCY
Total Assets BOY	3070889	TotalAssetsBOY
Total Assets EOY	2981446	TotalAssetsEOY
Total Liabilities BOY	29184	TotalLiabilitiesBOY
Total Liabilities EOY	23659	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	3041705	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	2957787	NetAssetsOrFundBalancesEOY
Mission Description	The Insurance Industry Charitable Foundation seeks to help communities and enrich lives by combining the collective strengths of the industry to provide grants, volunteer service and leadership.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	1991414	Expense
Grants	932883	Grants
Description	Provide and generate support for designated charitable organizations that help to meet critical community needs in the focus areas of: child abuse prevention, education & awareness; disaster preparedness & response; education & literacy programs; and health, safety & human services.	Description
Total Program Service Expense	1991414	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	5	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	5	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Form990-T Filed	false	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Form8886 T Filed	false	Form8886TFiled
Non Deductible Contributions	false	NonDeductibleContributions
Non Deductible Disclosure	false	NonDeductibleDisclosure
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Number Of8282 Filed	0	NumberOf8282Filed
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Filed Lieu1041	false	FiledLieu1041
Licensed More Than One State	false	LicensedMoreThanOneState
Indoor Tanning Services	false	IndoorTanningServices
Form720 Filed	false	Form720Filed
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	13	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	true	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Policies Reference Chapters	false	PoliciesReferenceChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Written Policy Or Procedure	false	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Mary Reynolds	NamePerson
Telephone Number	9252808009	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2121 N California Blvd Suite 555	AddressLine1
City	Walnut Creek	City
State	CA	State
ZIP Code	94596	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer
Kathleen Savio
Board Member	0.00	0	0	0
Michael Pritula
Board Member	0.00	0	0	0
Stephen Meyer
Board Member	0.00	0	0	0
Russell Johnston
Board Member	0.00	0	0	0
Pina Albo
Board Member	0.00	0	0	0
Ken Crerar
Board Member	0.00	0	0	0
David Zuercher
Board Member	0.00	0	0	0
Michael Lee
Board Member	0.00	0	0	0
David Brinkman
Board Member	0.00	0	0	0
Robert Bredahl
Board Member	0.00	0	0	0
Walter Bell
Board Member	0.00	0	0	0
James R Woods
Board Member	0.00	0	0	0	X
Pierre Bize
Board Member	0.00	0	0	0	X	X
Kimberly Saccaro
Executive Direc	0.00	57000	0	0		X
Elizabeth Myatt
Executive Direc	40.00	190666	0	0		X
William Ross
CEO	40.00	227979	0	4242		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	475645	TotalReportableCompFromOrg
Total Other Compensation	4242	TotalOtherCompensation
Number Individuals GT100 K	2	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Fundraising Events	618460	FundraisingEvents
All Other Contributions	1706538	AllOtherContributions
Total Contributions	2324998	TotalContributions
Total Program Service Revenue	0	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	25174	TotalRevenueColumn
Exclusion	$25,174	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	124795	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	618460	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	124795	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2350172	TotalRevenueColumn
Exclusion	$25,174	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	932883	Total
Program Services	932883	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	479887	Total
Program Services	335921	ProgramServices
Management And General	52787	ManagementAndGeneral
Fundraising	91179	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	119123	Total
Program Services	83386	ProgramServices
Management And General	13104	ManagementAndGeneral
Fundraising	22633	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	11337	Total
Program Services	7936	ProgramServices
Management And General	1247	ManagementAndGeneral
Fundraising	2154	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	88244	Total
Program Services	61771	ProgramServices
Management And General	9707	ManagementAndGeneral
Fundraising	16766	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	36013	Total
Program Services	25209	ProgramServices
Management And General	3961	ManagementAndGeneral
Fundraising	6843	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	7500	Total
Program Services	5250	ProgramServices
Management And General	825	ManagementAndGeneral
Fundraising	1425	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	10350	Total
Program Services	7245	ProgramServices
Management And General	1139	ManagementAndGeneral
Fundraising	1966	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	135549	Total
Program Services	94884	ProgramServices
Management And General	14910	ManagementAndGeneral
Fundraising	25755	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	2000	Total
Program Services	1400	ProgramServices
Management And General	220	ManagementAndGeneral
Fundraising	380	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	50177	Total
Program Services	35124	ProgramServices
Management And General	5519	ManagementAndGeneral
Fundraising	9534	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	0	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	7460	Total
Program Services	5222	ProgramServices
Management And General	821	ManagementAndGeneral
Fundraising	1417	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	21052	Total
Program Services	14736	ProgramServices
Management And General	2316	ManagementAndGeneral
Fundraising	4000	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	499802	Total
Program Services	361604	ProgramServices
Management And General	50673	ManagementAndGeneral
Fundraising	87525	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	0	Total

Insurance Insurance

Field	Value	IRS element (for citing)
Total	9400	Total
Program Services	6580	ProgramServices
Management And General	1034	ManagementAndGeneral
Fundraising	1786	Fundraising

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
OTHER DIVISION EXPENSES	5518	3863	607	1048
BAD DEBT	12000	8400	1320	2280

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	0	Total

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2428295	Total
Program Services	1991414	ProgramServices
Management And General	160190	ManagementAndGeneral
Fundraising	276691	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	217583	BOY
EOY	111508	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1781207	BOY
EOY	1784842	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	34000	BOY
EOY	41000	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2790	BOY
EOY	1632	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	860	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	860	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	1035309	BOY
EOY	1042464	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
EOY	0	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	3070889	BOY
EOY	2981446	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	29184	BOY
EOY	23659	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	29184	BOY
EOY	23659	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1257490	BOY
EOY	1350264	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1784215	BOY
EOY	1607523	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	3041705	BOY
EOY	2957787	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	3070889	BOY
EOY	2981446	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-78123	ReconcilationRevenueExpenses
Reconcilation Other Changes	-5795	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired
Federal Grant Audit Performed	false	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1404613	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3356276	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2234333	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2205134	CurrentTaxYearMinus1Year
Current Tax Year	2324998	CurrentTaxYear
Total	11525354	Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

Field	Value	IRS element (for citing)
Total	0	Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

Field	Value	IRS element (for citing)
Total	0	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1404613	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3356276	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2234333	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2205134	CurrentTaxYearMinus1Year
Current Tax Year	2324998	CurrentTaxYear
Total	11525354	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	663032	AmountsSubstContributorsTotal
Public Support Total170	10862322	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	45024	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	31360	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	25829	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	25483	CurrentTaxYearMinus1Year
Current Tax Year	25174	CurrentTaxYear
Total	152870	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Total	0	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Total Support	11678224	TotalSupport
Public Support Pertcentage170	0.93010	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.98400	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	860	OtherCostOrOtherBasis
Depreciation	860	Depreciation

Field	Value	IRS element (for citing)
Total Revenue	2350172	TotalRevenue
Total Expenses	2428295	TotalExpenses
Excess Or Deficit For Year	-78123	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-5795	NetUnrealizedGLOnInvestments
Total Adjustments	-5795	TotalAdjustments
Excess Or Deficit Per FS	-83918	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	2538963	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-5795	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	194586	DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990	188791	RevenueNotRptdF990
Revenue Subtotal	2350172	RevenueSubtotal
Total Revenue Per Form990	2350172	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	2622881	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	194586	DonatedServicesUseOfFacilities
Expenses Not Rptd F990	194586	ExpensesNotRptdF990
Expenses Subtotal	2428295	ExpensesSubtotal
Total Expenses Per Form990	2428295	TotalExpensesPerForm990

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Agreement Ref Fundraising	false	AgreementRefFundraising

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GOLF, LUNCHEONS, OUTREACH, ETC.	NameOfEvent1
Gross Receipts Event1	496075	GrossReceiptsEvent1
Charitable Contributions Event1	438360	CharitableContributionsEvent1
Gross Revenue Event1	57715	GrossRevenueEvent1
Rent Facility Costs Event1	2277	RentFacilityCostsEvent1
Food And Beverage Event1	17906	FoodAndBeverageEvent1
Other Direct Expenses Event1	15759	OtherDirectExpensesEvent1
Name Of Event2	GALA	NameOfEvent2
Gross Receipts Event2	190580	GrossReceiptsEvent2
Charitable Contributions Event2	134200	CharitableContributionsEvent2
Gross Revenue Event2	56380	GrossRevenueEvent2
Food And Beverage Event2	54868	FoodAndBeverageEvent2
Other Direct Expenses Event2	3237	OtherDirectExpensesEvent2
Total Number Of Other Events	1	TotalNumberOfOtherEvents
Gross Receipts Other Events	56600	GrossReceiptsOtherEvents
Charitable Contrib Other Events	45900	CharitableContribOtherEvents
Gross Revenue Other Events	10700	GrossRevenueOtherEvents
Rent Facility Costs Other Events	6424	RentFacilityCostsOtherEvents
Food And Beverage Other Events	24284	FoodAndBeverageOtherEvents
Other Direct Expenses Other Events	40	OtherDirectExpensesOtherEvents
Gross Receipts Total	743255	GrossReceiptsTotal
Charitable Contributions Total	618460	CharitableContributionsTotal
Gross Revenue Total Events	124795	GrossRevenueTotalEvents
Rent Facility Costs Total Events	8701	RentFacilityCostsTotalEvents
Food And Beverage Total Events	97058	FoodAndBeverageTotalEvents
Other Direct Expenses Total Events	19036	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	124795	DirectExpenseSummaryEvents

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (21 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	Amount Of Cash GrantAmountOfCashGrant	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Purpose Of GrantPurposeOfGrant
World Cares Center
520 Eighth Avenue 11th Floor	New York	NY	10018	412024802	75000	0	To assist people in disaster areas
The Arc of Alameda County
2700A Merced Street	San Leandro	CA	94577	941156347	6085	0	Health/Safety
Starlight Childrens
1560 Broadway Suite 600	New York	NY	10036	133442216	100000	0	Children at risk
St Baldricks Foundation
1333 S Mayflower Avenue 400	Monrovia	CA	91016	201173824	25000	0	Health/Safety
Salvation Army Fresno
1854 Fulton Street	Fresno	CA	93721	941156347	6000	0	Health/Safety
Orangewood Childrens Foundation
1575 E 17th Street	Santa Ana	CA	92705	953616628	30000	0	Child Abuse Prevention
Orange Cty Child Abuse Prevention Ctr
500 S Main Street 11th Floor	Orange	CA	92868	330013237	11000	0	Child Abuse Prevention
OPTGrossman College
8800 Grossmont College Drive	El Cajon	CA	92020	330632962	6000	0	Education
Make-A-Wish Fndn Metro NY
1111 Marcus Avenue LL22	Lake Success	NY	11042	112645641	10000	0
Los Angeles Regional Foodbank
1734 East 41st Street	Los Angeles	CA	90058	953135649	10000	0	Health/Safety
Hudson River Sloop Clearwater
724 Wolcott Avenue	Beacon	NY	12508	146049022	100000	0	Environment
Family Reach Foundation
2001 Route 46 Ste 310	Parsippany	NJ	07054		56618	0	Health/Safety
Covenant House of New Jersey
3403 Federal St	Cambden	NJ	08105	133537710	50000	0	Health/Safety
Community Mainstreaming Enter
99 Quentin Roosevelt Blvd	Garden City	NY	11530	205282810	50000	0	Health/Safety
City Of HopeNational Insurance Industry
1055 Wilshire Blvd 11th Floor	Los Angeles	CA	90017	953435919	10000	0	Cancer research
CISCal State Fullerton Philanthropic F
800 N State College Blvd	Fullerton	CA	91843		30000	0	Scholarship/Educational
Christopher & Dana Reeve Fndn
636 Morris Turnpike Ste 3A	Short Hills	NJ	07078	222939536	50000	0	Health/Safety
Childrens Bureau of OC
50 S Aneheim Blvd Ste 241	Anaheim	CA	92805	951690975	11000	0	Child Abuse Prevention
Canyon Acres ChildrenFamily
1845 W Orangewood Ave Ste 300	Orange	CA	92868	953593905	11000	0	Child Abuse Prevention
Boys Hope Girls Hope NY
367 Clermont Avenue	Brooklyn	NY	11238	510182614	75000	0	Health/Safety
Boys & Girls Clubs of America
1275 Peachtree St NE	Atlanta	GA	30309	135562976	50000	0	Health/Safety

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	21	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Grantmaker's Description of How Grants are Used	Identifier
Explanation	ORGANIZATION REQUESTS REPORT ON USE OF FUNDS.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException
Rebuttable Presumption Procedure	false	RebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg
William Ross
227979	4242	232221
Elizabeth Myatt
190666		190666

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part VI, Line 19	Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	Available to the public upon request
Form 990, Part VI, Line 15b	Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees	Compensation review is done by independent Board of Directors on a yearly basis.
Form 990, Part VI, Line 12c	Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	Organization monitors compliance through regular office meetings.
Form 990, Part VI, Line 11	Form 990, Part VI, Line 11: Form 990 Review Process	Board of Directors review 990 in a regular meeting before mailing
Form 990, Part VI, Line 4	Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents	DURING THE YEAR, THE FOUNDATION CHANGED FROM TWO SEPARATE ADVISORY BOARDS WITH EIGHT VOTING MEMBERS TO THREE SEPARATE ADVISORY BOARDS AND A GOVERNING BODY WITH FOURTEEN VOTING MEMBERS.