WEST FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WEST FAMILY FOUNDATION (EIN 95-4776335)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-02-25
- IRS object ID
- 202620569349100517
- Schema version
- 2024v5.5
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-25T16:06:19-06:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920472474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYCPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21700 OXNARD ST | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954776335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3103988624 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1148 SIERRA ALTA WAY | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900691730 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD WEST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3103988624 | PhoneNum |
| Signature | 2026-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN FOROOTAN | PreparerPersonNm |
| PTIN | P01296032 | PTIN |
| Phone | 8187833577 | PhoneNum |
| Preparation | 2026-02-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $3,721,322 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $39,042 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,042 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $535,785 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,687 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,687 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $225,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,559 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,609 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,620 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,467 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,467 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,467 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,548 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,678 | CashBOYAmt |
| Cash EOY | $56,342 | CashEOYAmt |
| Cash EOYFMV | $56,342 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $919,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $886,584 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $886,584 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $980,124 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,072,154 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,778,396 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,951,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,015,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,721,322 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,951,188 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,015,080 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,951,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,015,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,951,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,015,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,951,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,892 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,015,080 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,015,080 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,509 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,509 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $72 | EsPenaltyAmt |
| Tax Due | $1,581 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TODD WEST | IndividualWithBooksNm |
| Phone | 3103988624 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 DEVON AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| TODD WEST | ||||||||
| 1148 SIERRA ALTA WAY | LOS ANGELES | CA | 900696054 | PRESIDENT & CHAIRMAN | 0.00 | $0 | $0 | $0 |
| MARLENE WEST | ||||||||
| 811 DEVON AVE | LOS ANGELES | CA | 90024 | SECRETARY | 0.00 | $0 | $0 | $0 |
| DAYNA WEST | ||||||||
| 811 DEVON AVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,711,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $981,296 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,693,126 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,693,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,637,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,509 | TotalTaxAmt |
| Distributable Before Adj | $180,377 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $180,377 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $180,377 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,467 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $160,467 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,377 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $160,177 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,467 | QualifyingDistributionsAmt |
| Applied To Year1 | $160,177 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $290 | 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 | $180,087 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1440 FOUNDATION | |||||||
| PO BOX 3141 | SARATOGA | CA | 95070 | NONE | 501C3 | CREATING HOPE FOR LIVING WELL | $5,000 |
| ACADEMY MUSEUM FOUNDATION | |||||||
| 8949 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | 501C3 | CELEBRATES ART & SCIENCE OF MOVIES | $10,000 |
| ADOPT FIRE STATION #71 | |||||||
| 107 S BEVERLY GLEN BLVD | LOS ANGELES | CA | 90024 | NONE | 501C3 | PROVIDE FUND FOR FIRE STATION | $6,000 |
| ALCHEMY COMMUNITY THERAPY CENTER | |||||||
| 444 34TH ST | OAKLAND | CA | 94609 | NONE | 501C3 | TO PROVIDE AFFORDABLE PSYCHEDELIC-ASSISTED THERAPY TO UNDERSERVED COMMUNITIES | $5,000 |
| BROOKLYN PSYCHEDELIC SOCIETY | |||||||
| 12 PARK ST | BROOKLYN | NY | 11206 | NONE | 501C3 | COMMUNITY BASED HEALING & TRANSFORMA | $2,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST | LOS ANGELES | CA | 90012 | NONE | 501C3 | ADVOCACY, OUTREACH & INVESTMENT | $1,500 |
| CALIFORNIA FILM INSTITUTE | |||||||
| 1001 LOOTENS PLACE SUITE 220 | SAN RAFAEL | CA | 94901 | NONE | 501C3 | DEDICATED TO ADVANCING FILM AND MEDIA ARTS | $10,717 |
| CHABAD OF NORTHRIDGE | |||||||
| 17142 DEVONSHIRE ST | NORTHRIDGE | CA | 91325 | NONE | 501C3 | HELP CHILDREN EMBRACE JEWISH ROOTS | $6,000 |
| CHACRUNA INSTITUTE | |||||||
| 1650 CALIFORNIA ST 10 | SAN FRANCISCO | CA | 94109 | NONE | 501C3 | EDUCATION & CULTURAL UNDERSTANDING | $3,000 |
| CHURCH OF MUNAY | |||||||
| 365 MONROE ST 3 | BROOKLYN | NY | 11221 | NONE | 501C3 | FOSTERING SPIRITUAL COMMUNITY | $1,500 |
| COMEDY CELEBRATION DAY INC | |||||||
| 1036 PACHECO ST | SAN FRANCISCO | CA | 94116 | NONE | 501C3 | PRODUCTION OF EACH YEAR'S ANNUAL EVENT; | $2,500 |
| CONCERN FOUNDATION | |||||||
| 8383 WILSHIRE BLVD 337 | BEVERLY HILLS | CA | 90211 | NONE | 501C3 | CANCER RESEARCH | $5,000 |
| EARTH CODES OBSERVATORY | |||||||
| 2443 FILLMORE STREET 516 | SAN FRANCISCO | CA | 94115 | NONE | 501C3 | A NON-PROFIT FOCUSED ON CREATING A REGENERATIVE FUTURE | $5,000 |
| EDWARD CHARLES FOUNDATION | |||||||
| 269 S BEVERLY DR 338 | BEVERLY HILLS | CA | 90212 | NONE | 501C3 | OVERSEE AND ADMINISTER DISBURSING FUNDS FOR CHARITABLE PURPOSES LIKE SAVING ENDANGERED SPECIES, SOLVING FOOD POVERTY, ENDING HOMELESSNESS, CURING INCURABLE DISEASE, PREVENTING AND TREATING MENTAL HEALTH RELATED ISSUES, ETC. | $1,000 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1250 I STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | 501C3 | SPECIALIZES IN RESEARCH AND ADVOCACY IN THE AREAS OF AGRICULTURAL SUBSIDIES, TOXIC CHEMICALS, DRINKING WATER POLLUTANTS, AND CORPORATE ACCOUNTABILITY | $1,000 |
| ETHERIDGE FOUNDATION | |||||||
| 15821 VENTURA BLVD STE 370 | ENCINO | CA | 91436 | NONE | 501C3 | SUPPORT NEW SCIENTIFIC RESEARCH INTO THE CAUSES AND EFFECTS OF OPIOID ADDICTION | $4,000 |
| FIRESIDE PROJECT INC | |||||||
| 2443 FILMORE ST 380-5757 | SAN FRANCISCO | CA | 94115 | NONE | 501C3 | MINIMIZE RISKS OF PSYCHEDELIC EXPERI | $5,000 |
| FRACTURED ATLAS | |||||||
| 228 PARK AVE S 56651 | NEW YORK | NY | 10003 | NONE | 501C3 | HELPS INDIVIDUAL ARTISTS AND ARTS ORGANIZATIONS AT EVERY LEVEL OF THE CULTURAL ECOSYSTEM | $5,000 |
| HEADLANDS CENTER FOR THE ARTS | |||||||
| 944 SIMMONDS RD | SAUSILITO | CA | 94965 | NONE | 501C3 | PROVIDES AN UNPARALLELED ENVIRONMENT FOR THE CREATIVE PROCESS AND THE DEVELOPMENT OF NEW WORK AND IDEAS | $2,500 |
| HEALING HEARTS CHANGING MINDS | |||||||
| PO BOX 230 | DERRY | NH | 03038 | NONE | 501C3 | COMMITTED TO EMPOWERMENT AND TRUST-BASED PHILANTHROPY, AIMING TO EXPAND THE HEALING POTENTIAL OF PSYCHEDELIC-ASSISTED THERAPY. | $10,000 |
| IFP FISCAL SPONSORSHIP | |||||||
| 55 WASHINGTON STREET SUITE 324 | WASHINGTON | DC | 11201 | NONE | 501C3 | CELEBRATES AND NURTURES, INDEPENDENT, FILM AND MEDIA CREATORS | $10,000 |
| ILLINOIS ENGLISH BULLDOG RESCUE | |||||||
| 1704 SEDGWICK STREET 2 | CHICAGO | IL | 60614 | NONE | 501C3 | FIND HOMES FOR PUREBRED ENGLISH BULLDOGS | $2,000 |
| INDIGENOUS MEDICINE CONSERVATION FU | |||||||
| 2222 CLEVELAND AVE 1014 | SANTA ROSA | CA | 95403 | NONE | 501C3 | ENSURE FUTURE OF INDIGENOUS PEOPLE | $5,000 |
| KQED -PUBLIC RADIO | |||||||
| 2106 MARIPOSA ST | SAN FRANCISCO | CA | 941101426 | NONE | 501C3 | SUPPORT PUBLIC BROADCASTING | $1,000 |
| LIMINA FOUNDATION | |||||||
| 28 SIERRA DEL SOL | SANTA FE | NM | 87508 | NONE | 501C3 | SUPPORTS THE HEALING ASPECTS OF PSYCHEDELIC MEDICINE | $5,000 |
| LIVING CANVAS FOUNDATION | |||||||
| 635 CRESTMOORE PLACE | VENICE | CA | 90291 | NONE | 501C3 | DEDICATED TO ADVANCING HEALING, CONNECTION, AND SOCIAL IMPACT THROUGH CREATIVITY | $2,000 |
| MAPS | |||||||
| 3141 STEVENS CREEK BLVD 40563 | SAN JOSE | CA | 95117 | NONE | 501C3 | DEVELOPS MEDICAL, LEGAL & CULTURAL CONTEXTS FOR PEOPLE TO BENEFIT FROM USES OF PSYCHEDELICS AND MARIJUANA | $5,000 |
| MARIN AGRICULTURAL LAND TRUST | |||||||
| 145 A ST | POINT REYES STATION | CA | 94956 | NONE | 501C3 | PRESERVE LAND FOR AGRICULTURAL USE | $1,000 |
| NAUTILUS SANCTUARY INC | |||||||
| 588 CARROLL STREET | BROOKLYN | NY | 11215 | NONE | 501C3 | ADVANCE THE UNDERSTANDING AND PRACTICE OF INNOVATIVE, MENTAL HEALTH | $5,000 |
| OPEN MIND COLLECTIVE | |||||||
| 4093 24TH STREET | SAN FRANCISCO | CA | 94114 | NONE | 501C3 | CONDUCTS RESEARCH, TEACH, AND PROVIDE DIRECT CARE USING PSYCHEDELIC MEDICINE | $5,000 |
| POMONA COLLEGE | |||||||
| THE RENWICK HOUSE | CLAREMONT | CA | 91711 | NONE | 501C3 | RESOURCES FOR ACADEMIC PROGRAMS | $1,000 |
| SHEFA | |||||||
| 1725 GRANT ST | BERKELEY | CA | 94703 | NONE | 501C3 | SUPPORT JEWISH PSYCHEDELIC EXPERIENC | $2,000 |
| SHULGIN FARM | |||||||
| 1483 SHULGIN RD | LAFAYETTE | CA | 94549 | NONE | 501C3 | PRESERVE LEGACY OF SHUGLIN FARM | $2,500 |
| SOLAR LIVING INSTITUTE | |||||||
| 13771 HIGHWAY 101 | HOPLAND | CA | 95459 | NONE | 501C3 | HOSTS TRAINING & EVENTS DEMONSTRATING CONCERN FOR NATURE | $2,000 |
| SONOMA INTERNATIONAL FILM FESTIVAL | |||||||
| 103 E NAPA ST | SONOMA | CA | 95476 | NONE | 501C3 | SUPPORT COMMUNITY WITH FILM | $3,200 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | NONE | 501C3 | TREAT & DEFEAT CHILDHOOD CANCER | $50 |
| UPPER MIDWEST GREAT DANE RESCUE | |||||||
| PO BOX 21485 | EAGAN | MN | 55121 | NONE | 501C3 | WE SERVE THE ANIMAL COMMUNITY BY PROVIDING FOSTER HOMES, MEDICAL TREATMENT, AND BEHAVIORAL ASSESSMENTS TO GREAT DANES IN NEED OF FOREVER HOMES. | $2,000 |
| WELDON COMMUNITY CENTER | |||||||
| 101 1ST ST | WELDON | IA | 50264 | NONE | 501C3 | DEVELOP COMMUNITY INVOLVEMENT | $4,000 |
| WONDERLAND PROJECT | |||||||
| 1156 CLEMENT STREET | SAN FRANCISCO | CA | 94118 | NONE | 501C3 | CONNECTS MARGINALIZED WOMEN WHO HAVE EXPERIENCED DOMESTIC VIOLENCE, RAPE, OR SEXUAL EXPLOITATION SEEKING ALTERNATIVE HEALING MODALITIES TO ETHICAL AND RESPONSIBLE PLANT MEDICINE AND PSYCHEDELIC THERAPIES. | $5,000 |
| WORKING WARDROBE | |||||||
| 2000 E MCFADDEN AVE | SANTA ANA | CA | 92705 | NONE | 501C3 | HELP PEOPLE OVERCOME BARRIERS TO GAINFUL EMPLOYMENT | $3,000 |
| YOUTH LEADERSHIP INCUBATOR INC | |||||||
| 447 KING AVE | FREMONT | CA | 94536 | NONE | 501C3 | FINANCIAL RELIEF TO FAMILIES IN CRISIS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,467 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,042 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $113,733 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| LTD P/SHIPS - PUBLICLY TRD | 14 | $3,437 | $0 |
| MISC INCOME | 14 | $250 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112,246 | ExclusionAmt |
| Related Or Exempt Function Incm | $113,733 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $225,979 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SHORT TERM SALES | PURCHASED | $128,080 | $101,936 | COST | $0 | $26,144 |
| LONG TERM SALES | PURCHASED | $407,705 | $320,116 | COST | $0 | $87,589 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALEXANDRIA REAL ESTATE EQUITIES, INC. 2500 SH | $176,651 | $134,175 |
| AMCOR PLC CMN 2,000 SH | $16,540 | $17,040 |
| AMGEN 320 SH | $67,992 | $110,547 |
| APOLLO GLOBAL MGMT LLC 529 SH | $12,854 | $69,749 |
| AT&T 4,500 SH | $83,568 | $117,090 |
| ATLANTA BRAVES HOLDINGS CMN C 6 SH | $24 | $239 |
| ATLANTA BRAVES HOLDINGSCMN A 3 SH | $10 | $131 |
| BANK OF NOVA SCOTIA 800 SH | $34,874 | $55,432 |
| BERKSHIRE HATHAWAY HLDG 1 SH | $44,720 | $770,100 |
| BNP PARIBAS SPONS ADR CMN 1,600 SH | $49,427 | $68,418 |
| BP PLC SPONSORED ADR CMN 2,000 SH | $49,233 | $72,200 |
| CVS HEALTH CORP 800 SH | $43,133 | $64,288 |
| ENERGY TRANSFER LP 5,750 SH | $16,971 | $96,083 |
| FEDERAL REALTY INVESTMENT 500 SH | $38,231 | $49,365 |
| GCI LIBERTY INC CMN CLASS A 1 SH | $32 | $33 |
| GCI LIBERTY INC CMN CLASS B 5 SH | $159 | $167 |
| GS QUAL FLT RATE FUND 4.86 SH | $42 | $47 |
| HORMEL FOODS CORP CMN 2,000 SH | $49,376 | $46,420 |
| IRON MOUNTAIN INC. 675 SH | $20,271 | $58,286 |
| LIBERTY BROADBAND CMN CL A 8 SH | $82 | $370 |
| LIBERTY BROADBAND CMN CL C 16 SH | $163 | $741 |
| LIBERTY BROADBAND CMN CL C 9 SH | $496 | $417 |
| LIBERTY GLOBAL LATIN AM CL C 12 SH | $58 | $105 |
| LIBERTY GLOBAL LTD CMN 75 SH | $161 | $861 |
| LIBERTY GLOBAL LTD CMN CLASS A 25 SH | $57 | $285 |
| LIBERTY MEDIA C LIB NEW A CMN 8 SH | $36 | $703 |
| LIBERTY MEDIA C LIB NEW C CMN 16 SH | $70 | $1,536 |
| LIBERTY MEDIA LIVE CMN A 8 SH | $52 | $615 |
| LIBERTY MEDIA LIVE CMN C 16 SH | $98 | $1,267 |
| MICROSOFT 960 SH | $24,354 | $472,330 |
| PFIZER INC. 2,140 SH | $44,636 | $55,084 |
| PLAINS ALL AMER. PIPELINE 4,200 SH | $9,314 | $73,122 |
| RTS/GCI LIBERTY INC 3 SH | $0 | $19 |
| SIMON PROPERTY GROUP 350 SH | $25,696 | $65,212 |
| SIRIUS XM HOLDINGS INC CMN 82 SH | $1,311 | $1,743 |
| SONY 3,400 SH | $6,650 | $99,790 |
| SONY FINANCIAL GROUP 680 SH | $741 | $3,189 |
| SUNRISE COMMUNICATIONS AG CMN 20 SH | $5,833 | $1,069 |
| UNITED PARCEL SERVICE CLASS B CMN 700 SH | $63,842 | $67,053 |
| UPBOUND GROUP INC CMN 2000 SH | $38,236 | $35,840 |
| VERIZON 2,300 SH | $69,635 | $94,553 |
| VIPER ENERGY INC CMN CLASS A 1150 SH | $42,877 | $42,010 |
| WERNER ENTERPRISES INC CMN 1200 SH | $33,648 | $30,672 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES & FEES | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| LTD P/SHIPS - PUBLICLY TRD | $3,437 | $3,437 |
| MISC INCOME | $250 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CALIFORNIA SECRETARY OF STATE | $150 | $0 | $0 | $0 |
| IRS | $1,459 | $0 | $0 | $0 |
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