THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION (EIN 33-0686779)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-10
- IRS object ID
- 202602539349100510
- Schema version
- 2025v4.2
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-10T11:20:26-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330686779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUDOLPH J & DAPHNE A MUNZER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDO | BusinessNameControlTxt |
| Phone | 5629127732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 EAST SPRING STREET 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL WARREN MUNZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5629127732 | PhoneNum |
| Signature | 2026-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELEANOR A LIVINGSTON CPA MST | PreparerPersonNm |
| PTIN | P00226461 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2026-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $108,917,863 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $284,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $37 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,348,004 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,303,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $191,929,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,314,259 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,208,369 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $35,587,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,453,894 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $282,554 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $28,255 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $254,299 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $62,813 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,282 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $56,531 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,822 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,703 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $628,856 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $563,856 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,325 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $431,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101,432 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $19,235 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,148 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,813 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,566 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85,801 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $78,406 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,553,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $709,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $476,978 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,836,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,141,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,390,082 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $709,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,618,078 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,197,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,744,247 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,279 | CashBOYAmt |
| Cash EOY | $195,771 | CashEOYAmt |
| Cash EOYFMV | $195,771 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $2,143 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,758 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,758 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $97,830,574 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $108,667,842 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $108,667,842 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,155 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,670 | LandBOYAmt |
| Land EOY | $3,895 | LandEOYAmt |
| Land EOYFMV | $3,895 | LandEOYFMVAmt |
| Other Assets BOY | $64,063 | OtherAssetsBOYAmt |
| Other Assets EOY | $47,597 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $47,597 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $97,933,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,917,863 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,917,863 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $132,374 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $153,449 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,702,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,397,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $66,177 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,358 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,900,551 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,600,807 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $96,033,178 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $107,317,056 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,033,178 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,317,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,933,729 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,917,863 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,033,178 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,197,873 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $126,231,051 | SubtotalAmt |
| Other Decreases | $18,913,995 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $107,317,056 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SUSTAINABLE MULTI-ASSET GROWTH FUND - SIRY | $90,558,491 | $77,130,623 | $13,427,868 | $13,427,868 |
| SUSTAINABLE BOND FUND - SIRY | $1,537,222 | $1,789,838 | -$252,616 | -$252,616 |
| PRIVATE MARKETS FUND - SIR5 | $313,599 | $328,272 | -$14,673 | -$14,673 |
| SUSTAINABLE BOND FUND - SIU8 | $5,222 | $5,222 | $5,222 | |
| SIVD | $99,514,798 | $98,366,340 | $1,148,458 | $1,148,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,314,259 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $191,045 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $191,045 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $191,045 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $443,112 | 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 | $443,112 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $252,067 | OverpaymentAmt |
| Applied To ES Tax | $252,067 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | HTTPS://MUNZERFDN.ORG/ | WebsiteAddressTxt |
| Individual With Books | ZAYDA L GARCIA | IndividualWithBooksNm |
| Phone | 5629127732 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 E SPRING STREET SUITE 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL WARREN MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| ANNE BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| DANA BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JOHN G BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| KIRSTEN BOURNE | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| DANIEL WAYNE MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| ELIZABETH MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JAMES R MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JEFFREY R MUNZER | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| NICOLE C MUNZER FINGLETON | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | DIRECTOR | 4.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ZAYDA GARCIA | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | EXECUTIVE DIRECTOR | 40.00 | $145,238 | $18,989 | $0 |
| MONICA OCHOA | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | PROGRAM ASSOCIATE | 40.00 | $74,526 | $2,930 | $0 |
| JERI LYNNE CULLISON | ||||||||
| 3450 EAST SPRING STREET SUITE 216 | LONG BEACH | CA | 90806 | ADMINISTRATIVE ASSIS | 32.00 | $60,602 | $16,280 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUSSELL INVESTMENTS | |||||
| 1301 2ND AVENUE 18TH FLOOR | SEATTLE | WA | 98101 | INVESTMENT MANAGEMENT | $542,691 |
| COMMUNITY WORKS CONSULTING | |||||
| 375 REDONDO AVE 318 | LONG BEACH | CA | 90814 | CONSULTING | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $101,683,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $384,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $54,250 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,122,140 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $102,122,140 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,531,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,590,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,029,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,029,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $191,045 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $191,045 | TotalTaxAmt |
| Distributable Before Adj | $4,838,470 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,838,470 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,838,470 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,618,078 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,618,078 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,838,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $76,709 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $288,741 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $365,450 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,618,078 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,618,078 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $220,392 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $220,392 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $145,058 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $145,058 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $145,058 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE RUDOLPH J AND DAPHNE A MUNZER F | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 E SPRING STREET SUITE 216 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5629127732 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE COMPLETED ELECTRONICALLY THROUGH THE FOLLOWING WEBSITE: HTTPS://MUNZERFDN.ORG/HOW-TO-APPLY/APPLY/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE APPLICATION PERIOD IS OCTOBER 31 - NOVEMBER 4. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS SUBMITTING REQUESTS MUST MEET THE FOLLOWING ELIGIBILITY CRITERIA: TAX EXEMPT UNDER IRS SECTION 501(C)(3) PROVIDE SERVICES THAT ADDRESS PRESSING NEEDS AT A COMMUNITY-BASED LEVEL PROGRAMS AND/OR SERVICES MUST BE PROVIDED WITHIN AN IDENTIFIED MUNZER FOUNDATION COMMUNITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (159 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARTS COUNCIL FOR LONG BEACH | |||||||
| 245 EAST THIRD ST | LONG BEACH | CA | 90802 | PC | EYE ON DESIGN SERVING UNDER-RESOURCED STUDENTS IN THE LONG BEACH UNIFIED SCHOOL DISTRICT | $30,000 | |
| BILLION OYSTER PROJECT INC | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | PC | BILLION OYSTER PROJECT SCHOOLS NETWORK | $10,000 | |
| BOSS INC | |||||||
| 3780 KILROY AIRPORT WAY SUITE 200 | LONG BEACH | CA | 90806 | PC | BOSS, INC., GENERAL OPERATING SUPPORT | $30,000 | |
| CAMP NUGGET CALIFORNIA STATE UNIVERSITY LONG BEACH | |||||||
| 1250 BELLFLOWER BLVD MS 5605 | LONG BEACH | CA | 908405605 | PC | CAMP NUGGET: SUMMER CAMP FOR YOUTH WITH DISABILITIES | $20,000 | ETC-200 |
| CHILD LANE | |||||||
| 2501 CHERRY AVE SUITE 350 | LONG BEACH | CA | 90755 | PC | CHILD LANE GENERAL OPERATING SUPPORT | $50,000 | |
| CHILDREN TODAY | |||||||
| 2951 LONG BEACH BLVD | LONG BEACH | CA | 90806 | PC | CHILDREN TODAY - GENERAL OPERATING SUPPORT | $40,000 | |
| CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC | |||||||
| 64 PALMERS HILL ROAD | STAMFORD | CT | 069022113 | PC | CLC NUTRITION PROGRAM | $25,000 | |
| CONFLUENCE RISING (FORMERLY CCEJ) | |||||||
| 3605 LONG BEACH BOULEVARD SUITE 100 | LONG BEACH | CA | 90807 | PC | CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE - GENERAL OPERATING SUPPORT | $60,000 | |
| CSU LONG BEACH SCHOOL OF SOCIAL WORK | |||||||
| 1250 BELLFLOWER BLVD SSPA 161 | LONG BEACH | CA | 908404602 | PC | STRENGTHENING YOUTH RESILIENCE | $60,000 | |
| DRAMATIC RESULTS | |||||||
| 3310 LIME AVENUE | SIGNAL HILL | CA | 90755 | PC | STEAM ECOSYSTEM EXPANSION DEMONSTRATION (SEED) PROJECT | $40,000 | |
| ECE WORKFORCE PROJECT (CHILD LANE) | |||||||
| 2501 CHERRY AVENUE | SIGNAL HILL | CA | 90755 | PC | LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY | $125,000 | |
| ELEVATE YOUR GAME | |||||||
| 2019 E 120TH ST | LOS ANGELES | CA | 90059 | PC | MENTORING HIGH SCHOOL STUDENTS IN LONG BEACH | $10,000 | |
| GROUND EDUCATION | |||||||
| 6475 E PACIFIC COAST HIGHWAY 294 | LONG BEACH | CA | 90803 | PC | GROUND EDUCATION GENERAL OPERATING SUPPORT FOR OUR LONG BEACH SCHOOL-BASED OUTDOOR EDUCATION PROGRAM | $40,000 | |
| KHMER GIRLS IN ACTION | |||||||
| 2217 E 6TH STREET | LONG BEACH | CA | 90814 | PC | KHMER GIRLS IN ACTION | $35,000 | |
| LBCAP | |||||||
| 117 W VICTORIA ST | LONG BEACH | CA | 90805 | PC | LEADERSHIP ARTS MENTORING PROGRAM (LAMP) | $60,000 | |
| LEADERSHIP LONG BEACH | |||||||
| 4401 ATLANTIC AVE STE 200 | LONG BEACH | CA | 90807 | PC | LEADERSHIP LONG BEACH GENERAL OPERATING SUPPORT | $50,000 | |
| LONG BEACH BLAST (BETTER LEARNING FOR ALL STUDENTS TODAY) | |||||||
| 4201 LONG BEACH BLVD SUITE 201 | LONG BEACH | CA | 90807 | PC | PROVIDING EDUCATIONAL AND LIFE SERVICES FOR AT PROMISE STUDENTS OF LONG BEACH | $60,000 | |
| LONG BEACH BLUES SOCIETY | |||||||
| 2601 E OCEAN BLVD SUITE 201 | LONG BEACH | CA | 908021117 | PC | ENHANCING AND EXPANDING YOUTH MUSIC EDUCATION PROGRAMS | $10,000 | |
| LONG BEACH CITY COLLEGE FOUNDATION | |||||||
| 4901 E CARSON STREET B12 | LONG BEACH | CA | 90808 | PC | LONG BEACH CITY COLLEGE & POOLS OF HOPE SUMMER CAMP | $177,765 | |
| LONG BEACH EARLY CHILDHOOD EDUCATION COMMITTEE | |||||||
| 13300 CROSSROADS PRKWY NORTH STE | CITY OF INDUSTRY | CA | 91746 | PC | THE LBECE COMMITTEE: BUILDING COMMUNITY, STRENGTHENING PROVIDERS, LEADING THE FIELD | $40,000 | 450 |
| LONG BEACH ORGANIC INC | |||||||
| 140 MARINA PACIFICA DRIVE NORTH | LONG BEACH | CA | 90803 | PC | GROWING GATEWAY TO GARDENING ACCESS THROUGH VOLUNTEER AND PROGRAM SUPPORT | $25,000 | |
| MAYORS FUND FOR LONG BEACH (FS COMMUNITY PARTNERS) | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 900121804 | PC | MAYORS FUND LONG BEACH EARLY LEARNING HUB | $60,000 | |
| PARTNERS OF PARKS | |||||||
| 2760 N STUDEBAKER RD | LONG BEACH | CA | 90815 | PC | YOUTH SCHOLARSHIP PROGRAM FOR ARTS, RECREATION, STEM, PHYSICAL AND ACADEMIC ENRICHMENT | $20,000 | |
| PRECIOUS LAMB PRESCHOOL | |||||||
| 2005 PALO VERDE AVE PMB 301 | LONG BEACH | CA | 90815 | PC | PRECIOUS LAMB PRESCHOOL GENERAL OPERATING SUPPORT | $60,000 | |
| RANCHO LOS CERRITOS FOUNDATION | |||||||
| 4600 VIRGINIA RD | LONG BEACH | CA | 90807 | PC | LONG BEACH CITY COLLEGE & POOLS OF HOPE SUMMER CAMP - THIRD ORGANIZATION PARTNERSHIP | $11,535 | |
| RED HOOK INITIATIVE | |||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | PC | RED HOOK FARMS: FIGHTING FOOD INSECURITY & NURTURING A NEW GENERATION OF GREEN LEADERS IN RED HOOK | $15,000 | |
| RISING TIDE AT MARGUERITE KIEFER EDUCATION CENTER INC | |||||||
| 607 E THIRD ST | LONG BEACH | CA | 90802 | PC | RIDING THE TIDE HIGHER | $35,000 | |
| ST ANTHONY HIGH SCHOOL | |||||||
| 620 OLIVE AVENUE | LONG BEACH | CA | 90802 | PC | ST. ANTHONY HIGH SCHOOL - SUMMER PROJECT: PHASE 2 | $100,000 | |
| THE JEWEL BOX CHILDREN'S THEATER COMPANY | |||||||
| 2050 SANTA FE AVE | LONG BEACH | CA | 90810 | PC | COMMUNITY ENGAGEMENT PROGRAM | $20,000 | |
| UN MUNDO DE AMIGOS PRESCHOOL | |||||||
| 1480 LONG BEACH BLVD | LONG BEACH | CA | 90813 | PC | UN MUNDO DE AMIGOS PRESCHOOL - GENERAL OPERATING SUPPORT | $50,000 | |
| UN MUNDO DE AMIGOS PRESCHOOL | |||||||
| 1480 LONG BEACH BLVD | LONG BEACH | CA | 90813 | PC | TRANSFORMING EARLY LEARNING AND INCLUSION IN WEST LONG BEACH | $75,000 | |
| YMCA OF GREATER LONG BEACH | |||||||
| 4801 AIRPORT PLAZA DRIVE SUITE 400 | LONG BEACH | CA | 90815 | PC | LONG BEACH YOUTH INSTITUTE | $40,000 | |
| 1736 FAMILY CRISIS CENTER | |||||||
| 2116 ARLINGTON AVENUE SUITE 200 | LOS ANGELES | CA | 90018 | PC | 1736 FAMILY CRISIS CENTER GENERAL OPERATING SUPPORT LONG BEACH SHELTER PROGRAM | $45,000 | |
| ABILITYFIRST | |||||||
| 789 NORTH FAIR OAKS AVENUE | PASADENA | CA | 91103 | PC | ABILITYFIRST LONG BEACH CENTER AFTER SCHOOL PROGRAM FOR CHILDREN AND YOUTH | $30,000 | |
| CASA YOUTH SHELTER | |||||||
| 10911 REAGAN STREET | LOS ALAMITOS | CA | 90720 | PC | CASA YOUTH SHELTER GENERAL OPERATING SUPPORT | $35,000 | |
| CENTURY VILLAGES AT CABRILLO | |||||||
| 1000 CORPORATE PT | CULVER CITY | CA | 90230 | PC | OASIS RESIDENTIAL SERVICES AT CENTURY VILLAGES AT CABRILLO | $50,000 | |
| EXTRAORDINARY FAMILIES | |||||||
| 221 N ARDMORE AVE | LOS ANGELES | CA | 90004 | PC | EMPOWERING TRANSITION AGE FOSTER YOUTH AND CHILDREN IN LONG BEACH | $30,000 | |
| FAMILIES UNITING FAMILIES | |||||||
| 525 E 7TH STREET SUITE 115 | LONG BEACH | CA | 90813 | PC | FAMILIES UNITING FAMILIES GENERAL OPERATING SUPPORT | $60,000 | |
| FOOD FINDERS INC | |||||||
| 10539 HUMBOLT STREET | LOS ALAMITOS | CA | 90720 | PC | FOOD FINDERS, INC. GENERAL OPERATING SUPPORT | $60,000 | |
| HABITAT FOR HUMANITY OF GREATER LOS ANGELES | |||||||
| 8739 ARTESIA BLVD | BELLFLOWER | CA | 90706 | PC | INCREASING COMMUNITY IMPACT, REVITALIZATION, AND HOMEOWNERSHIP IN LONG BEACH | $30,000 | |
| HUMAN-I-T | |||||||
| 4941 EASTERN AVENUE | BELL | CA | 90201 | PC | CONNECT 562 - DIGITAL EQUITY IN LONG BEACH | $50,000 | |
| LEGAL AID FOUNDATION OF LOS ANGELES | |||||||
| 1550 W 8TH STREET | LOS ANGELES | CA | 90017 | PC | GREATER LONG BEACH COMMUNITY MEDICAL-LEGAL PARTNERSHIP | $70,000 | |
| ONE IN LONG BEACH INC (DBA THE LGBTQ CENTER LONG BEACH) | |||||||
| 2017 E 4TH STREET | LONG BEACH | CA | 90814 | PC | MENTORING YOUTH THROUGH EMPOWERMENT (MYTE) | $35,000 | |
| ORALE (FORMERLY LBIRC) - COMMUNITY PARTNERS | |||||||
| 236 EAST 3RD STREET SUITE 210 | LONG BEACH | CA | 90802 | PC | LEADERSHIP ACADEMY | $30,000 | |
| PATHWAYS VOLUNTEER HOSPICE | |||||||
| 4645 WOODRUFF AVENUE | LAKEWOOD | CA | 90713 | PC | CHANGES, A SCHOOL AND COMMUNITY-BASED GRIEF COUNSELING AND EDUCATION PROGRAM FOR CHILDREN. | $35,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | PC | CAMP RONALD MCDONALD FOR GOOD TIMES - RECREATIONAL CAMP PROGRAMMING | $15,000 | |
| SU CASA - ENDING DOMESTIC VIOLENCE | |||||||
| 3750 E ANAHEIM STREET SUITE 100 | LONG BEACH | CA | 90804 | PC | SU CASA - ENDING DOMESTIC VIOLENCE GENERAL OPERATING SUPPORT | $45,000 | |
| SUCCESS IN CHALLENGES | |||||||
| 4508 ATLANTIC AVENUE UNIT 782 | LONG BEACH | CA | 90807 | PC | SUCCESS IN CHALLENGES, GENERAL OPERATING SUPPORT | $40,000 | |
| THE BEACON HOUSE OF SAN PEDRO | |||||||
| 1003 SOUTH BEACON STREET | SAN PEDRO | CA | 90731 | PC | BEACON HOUSE THRIVES: EXPANSION FOR PERSONAL AND PROFESSIONAL MODULES | $20,000 | |
| WOMENSHELTER OF LONG BEACH | |||||||
| PO BOX 17098 | LONG BEACH | CA | 90807 | PC | WSLB ENHANCED YOUTH MENTAL HEALTH SUPPORT PROGRAM | $50,000 | |
| ABLE ARTS WORK | |||||||
| 3839 ATLANTIC AVE | LONG BEACH | CA | 90807 | PC | THE ABLE ARTS WORK CREATIVE HEALTH AND WELLNESS CLINIC | $40,000 | |
| CHRISTIAN OUTREACH IN ACTION | |||||||
| 515 E 3RD ST | LONG BEACH | CA | 90802 | PC | HEALTHY BABIES | $25,000 | |
| FOR THE CHILD INC | |||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 90807 | PC | FOR THE CHILD INC. GENERAL OPERATING SUPPORT | $50,000 | |
| FRESHFARM MARKETS INC | |||||||
| 1380 MONROE ST NW 605 | WASHINGTON | DC | 20010 | PC | FOODPRINTS FOOD EDUCATION AND POP UP FOOD HUB FOOD DISTRIBUTION | $35,000 | |
| GOODWILL SOUTHERN LOS ANGELES COUNTY (SOLAC) | |||||||
| 800 W PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90806 | PC | THE GOODWILL SOLAC CERTIFIED NURSE ASSISTANT (C.N.A.) ACADEMY | $80,000 | |
| MENTAL HEALTH AMERICA OF LOS ANGELES | |||||||
| 3633 E BROADWAY | LONG BEACH | CA | 90803 | PC | HEALTHY BODY, HEALTHY MIND | $50,000 | |
| POOLS OF HOPE (DBA) | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | PC | CALIFORNIA AQUATIC THERAPY & WELLNESS CENTER, INC. GENERAL OPERATING SUPPORT | $55,000 | |
| THE GUIDANCE CENTER | |||||||
| 1301 PINE AVE | LONG BEACH | CA | 90813 | PC | THE GUIDANCE CENTER GENERAL OPERATING SUPPORT | $70,000 | |
| TICHENOR CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | PC | TICHENOR CLINIC FOR CHILDREN, GENERAL OPERATING SUPPORT | $40,000 | |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT ST BLDG 0-2 STE 225 | LONG BEACH | CA | 90808 | PC | LONG BEACH GIVES | $35,000 | |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT ST BLDG 0-2 SUITE 225 | LONG BEACH | CA | 90808 | PC | CAPACITY BUILDING FOR NONPROFITS | $50,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | PC | OPERATION SCHOOL BELL | $40,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | PC | ORTHODONTIC PROGRAM | $40,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CHILDREN'S DENTAL HEALTH CLINIC | |||||||
| 455 E COLUMBIA STREET SUITE 32 | LONG BEACH | CA | 90806 | PC | GENERAL OPERATING SUPPORT | $90,000 | |
| INSPIRICA INC | |||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | PC | ADDRESSING HOMELESSNESS AND CREATING THRIVING ADULTS, CHILDREN, FAMILIES AND COMMUNITIES | $50,000 | |
| LONG BEACH DAY NURSERY | |||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | PC | LONG BEACH DAY NURSERY EARLY CARE AND EDUCATION TEAM | $50,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | PC | LONG BEACH PUBLIC LIBRARY FOUNDATION | $82,000 | |
| OPERATION JUMP START | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | PC | OJS PROGRAMS | $60,000 | |
| PORT CHESTER CARVER CENTER INC | |||||||
| 400 WESTCHESTER AVENUEP O BOX 429 | PORT CHESTER | NY | 10573 | PC | PORT CHESTER CARVER CENTER | $60,000 | |
| THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES | |||||||
| 701 EAST 28TH STREET SUITE 200 | LONG BEACH | CA | 90806 | PC | TCC FAMILY HEALTH DEVELOPMENTAL & BEHAVIORAL HEALTHCARE FOR CHILDREN AND ADOLESCENTS | $90,000 | |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVE | LONG BEACH | CA | 90802 | PC | EARLY CHILDHOOD EDUCATION | $50,000 | |
| ABILIS | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | PC | ABILIS EARLY LEARNERS BIRTH TO THREE PROGRAM | $60,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | PC | SCOUTREACH FOR LOW-INCOME YOUTH | $25,000 | |
| LONG BEACH MUSEUM OF ART FOUNDATION | |||||||
| 2300 E OCEAN BLVD | LONG BEACH | CA | 90803 | PC | KIDSVISIONS, THE LONG BEACH MUSEUM OF ARTS SIGNATURE ARTS EDUCATION PROGRAM. | $50,000 | |
| MEMORIAL MEDICAL CENTER FOUNDATION | |||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | PC | NEONATAL CONTINUING CARE PROGRAM | $90,000 | |
| RANCHO LOS CERRITOS FOUNDATION | |||||||
| 4600 VIRGINIA RD | LONG BEACH | CA | 90807 | PC | ADELANTE: THE PEOPLE OF RANCHO LOS CERRITOS & LBCC SUMMER COLLABORATIVE | $45,000 | |
| SOUND WATERS INC | |||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PC | SOUNDWATERS RESEARCH INTENSIVE (SRI) | $60,000 | |
| ST ANTHONY HIGH SCHOOL | |||||||
| 620 OLIVE AVENUE | LONG BEACH | CA | 90802 | PC | ST. ANTHONY HIGH SCHOOL TUITION ASSISTANCE PROGRAM | $75,000 | |
| ST BARNABAS SCHOOL | |||||||
| 3980 MARRON AVE | LONG BEACH | CA | 90807 | PC | TUITION ASSISTANCE | $75,000 | |
| YWCA GREENWICH | |||||||
| 259 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | HARMONY PROJECT OF YWCA GREENWICH CHILD AND FAMILY COUNSELING SERVICES | $40,000 | |
| TICHENOR CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | PC | HONORARIUM GRANT | $1,000 | |
| CHILDLANE | |||||||
| 2501 CHERRY AVE SUITE 350 | LONG BEACH | CA | 90755 | PC | HONORARIUM GRANT | $1,000 | |
| LONG BEACH COMMUNITY LAND TRUST | |||||||
| 2436 E 4TH ST 70 | LONG BEACH | CA | 90814 | PC | HONORARIUM GRANT | $1,500 | |
| 18 REASONS | |||||||
| 3674 18TH ST | SAN FRANCISCO | CA | 94110 | PC | OPERATING SUPPORT | $1,000 | |
| ANACOSTIA RIVERKEEPER | |||||||
| 515 M STREET SE SUITE 218 | WASHINGTON | DC | 20003 | PC | OPERATING SUPPORT | $2,000 | |
| ARIZONA ART ALLIANCE | |||||||
| 10810 N TATUM BLVD SUITE 102-264 | PHOENIX | AZ | 85028 | PC | OUTREACH PROGRAMS | $2,500 | |
| ASSOCIATION FOR CREATINE DEFICIENCIES | |||||||
| 6965 EL CAMINO REAL SUITE 105-598 | CARLSBAD | CA | 92009 | PC | OPERATING SUPPORT | $5,000 | |
| BARD COLLEGE | |||||||
| BPI P O BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | PC | OPERATING SUPPORT | $1,500 | |
| BEST BUDDIES NEW YORK | |||||||
| 120 WEST 45TH STREET 3800 | NEW YORK | NY | 10036 | PC | OPERATING SUPPORT | $2,000 | |
| BILLION OYSTER PROJECT INC | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | PC | OPERATING SUPPORT | $2,500 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | PC | OPERATING SUPPORT | $3,000 | |
| BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | PC | OPERATING SUPPORT | $2,500 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | OPERATING SUPPORT | $5,000 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | OPERATING SUPPORT | $2,500 | |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BOULEVARD | LONG BEACH | CA | 90807 | PC | SKATE DOGS PROGRAMMING | $10,000 | |
| BREAST CANCER ANGELS | |||||||
| 15173 SPRINGDALE ST | HUNTINGTON BEACH | CA | 926491154 | PC | OPERATING SUPPORT | $7,500 | |
| BROOKLYN BOTANIC GARDEN CORP | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | PC | OPERATING SUPPORT | $1,000 | |
| CALCANEARTH ISLAND INSTITUTE | |||||||
| P O BOX 1366 | SEBASTOPOL | CA | 95473 | PC | GENERAL OPERATING | $1,000 | |
| CANAL ALLIANCE | |||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | PC | OPERATING SUPPORT | $4,000 | |
| CITY SURF PROJECT | |||||||
| 400 TREAT AVENUE UNIT G | SAN FRANCISCO | CA | 94110 | PC | OPERATING SUPPORT | $5,000 | |
| CIVIL EATS | |||||||
| 502 E COTATI AVE NO 7014 | COTATI | CA | 94931 | PC | OPERATING SUPPORT | $1,000 | |
| COMMUNITY FOOD PANTRY OF SLEEPY HOLLOW TARRYTOWN | |||||||
| 43 S BROADWAY | TARRYTOWN | NY | 105914012 | PC | OPERATING SUPPORT | $1,000 | |
| COMMUNITY FOOD PANTRY OF SLEEPY HOLLOW TARRYTOWN | |||||||
| 43 S BROADWAY | TARRYTOWN | NY | 105914012 | PC | OPERATING SUPPORT | $1,000 | |
| CSULB 49ER FOUNDATION | |||||||
| 6300 E UNIVERSITY DRIVE SUITE 324 | LONG BEACH | CA | 90815 | PC | 2025 BASG | $5,000 | |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | OPERATING SUPPORT | $1,000 | |
| FAMILY CENTERS INC | |||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | PC | OPERATING SUPPORT | $3,000 | |
| FISHER HOUSE SOUTHERN CALIFORNIA INC | |||||||
| P O BOX 110 | LONG BEACH | CA | 90801 | PC | OPERATING SUPPORT | $5,000 | |
| FJC - A FOUNDATION OF DONOR ADVISED FUNDS (FISCAL SPONSOR OF WELCOME BABY) | |||||||
| 225 WEST 39TH STREET 12TH FLOOR | NEW YORK | NY | 10018 | PC | 5 BOXES FUNDRAISER | $800 | |
| FRESHFARM MARKETS INC | |||||||
| 1380 MONROE ST NW 605 | WASHINGTON | DC | 20010 | PC | OPERATING SUPPORT | $1,000 | |
| FRIENDS OF THE MOZARTINA MUSICAL ARTS CONSERVATORY INC | |||||||
| 43 PROSPECT AVENUE | TARRYTOWN | NY | 10591 | PC | OPERATING SUPPORT | $1,000 | |
| GLYNWOOD CENTER FOR REGIONAL FOOD AND FARMING | |||||||
| PO BOX 157 | COLD SPRING | NY | 105160157 | PC | OPERATING SUPPORT | $1,000 | |
| GREATER FARALLONES ASSOCIATION | |||||||
| THE PRESIDIO P O BOX 29386 | SAN FRANCISCO | CA | 94129 | PC | OPERATING SUPPORT | $3,000 | |
| GREENWICH LAND TRUST | |||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 06831 | PC | OPERATING SUPPORT | $2,000 | |
| GREENWICH POINT CONSERVANCY | |||||||
| PO BOX 377 | OLD GREENWICH | CT | 06870 | PC | OPERATING SUPPORT | $3,000 | |
| HUDSON RIVER SLOOP CLEARWATER INC | |||||||
| 724 WOLCOTT AVENUE | BEACON | NY | 12508 | PC | OPERATING SUPPORT | $1,000 | |
| IMPACT JUSTICE | |||||||
| 2930 LAKESHORE AVENUE SUITE 300 | OAKLAND | CA | 94610 | PC | OPERATING SUPPORT | $2,000 | |
| JOSEPHINE HERRICK PROJECT | |||||||
| 15 MAIDEN LANE SUITE 601 | NEW YORK | NY | 10038 | PC | OPERATING SUPPORT | $2,000 | |
| LITTLE LEAGUE BASEBALL INC | |||||||
| 5230 E 28TH ST P O BOX 15217 | LONG BEACH | CA | 908151010 | PC | GIRLS WITH GAME | $650 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 200 W BROADWAY | LONG BEACH | CA | 90802 | PC | GENERAL OPERATING | $5,000 | |
| LONG BEACH ROTARY CHARITABLE FOUNDATION | |||||||
| 400 OCEANGATE STE 470 | LONG BEACH | CA | 908024386 | PC | READING BY 9 | $5,000 | |
| MAKE THE ROAD NY | |||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | PC | OPERATING SUPPORT | $3,000 | |
| MEALS ON WHEELS INC OF GREENWICH CONNECTICUT | |||||||
| 89 MAPLE AVENUE | GREENWICH | CT | 06830 | PC | OPERATING SUPPORT | $1,000 | |
| MOTHERS OUT FRONT | |||||||
| 68 HARRISON AVE STE 605 PMB 23686 | BOSTON | MA | 021111929 | PC | OPERATING SUPPORT | $1,000 | |
| MUTTVILLE | |||||||
| 255 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATING | $500 | |
| NAGOURNEY INSTITUTE | |||||||
| 750 E 29TH STREET | LONG BEACH | CA | 90806 | PC | OPERATING SUPPORT | $3,000 | |
| NAGOURNEY INSTITUTE | |||||||
| 750 E 29TH STREET | LONG BEACH | CA | 90806 | PC | GENERAL OPERATING | $5,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PC | OPERATING SUPPORT | $1,000 | |
| NEIGHBORSHARE INC | |||||||
| 268 SIMPAUG TURNPIKE 75 | REDDING | CT | 06896 | PC | TO SUPPORT NEIGHBORS IN NEED | $6,000 | |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PC | GENERAL OPERATING SUPPORT FOR WNYC RADIO | $1,000 | |
| ORALE (FORMERLY LBIRC) - COMMUNITY PARTNERS | |||||||
| 236 EAST 3RD STREET SUITE 210 | LONG BEACH | CA | 90802 | PC | SOLIDARITY FUND | $1,000 | |
| ORALE (FORMERLY LBIRC) - COMMUNITY PARTNERS | |||||||
| 236 EAST 3RD STREET SUITE 210 | LONG BEACH | CA | 90802 | PC | SOLIDARITY FUND | $1,000 | |
| PACS1 SYNDROME RESEARCH FOUNDATION | |||||||
| 36 WEST WAY | OLD GREENWICH | CT | 06870 | PC | OPERATING SUPPORT | $2,000 | |
| RED HOOK INITIATIVE | |||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | PC | OPERATING SUPPORT | $10,000 | |
| RIVERBANK ORGANIZATION | |||||||
| 31831 CAMINO CAPISTRANO STE 108 | SAN JUAN CAPISTRANO | CA | 92675 | PC | OPERATING SUPPORT | $5,000 | |
| RIVERBANK ORGANIZATION | |||||||
| 31831 CAMINO CAPISTRANO STE 108 | SAN JUAN CAPISTRANO | CA | 92675 | PC | OPERATING SUPPORT | $2,500 | |
| RIVERKEEPER INC | |||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | PC | OPERATING SUPPORT | $2,000 | |
| RIVERS EDGE THEATRE COMPANY | |||||||
| 24 PROSPECT AVE | ARDSLEY | NY | 105022320 | PC | OPERATING SUPPORT | $1,000 | |
| RSHM LIFE CENTER | |||||||
| 32-34 BEEKMAN AVENUE | SLEEPY HOLLOW | NY | 10591 | PC | OPERATING SUPPORT | $1,000 | |
| RSHM LIFE CENTER | |||||||
| 32-34 BEEKMAN AVENUE | SLEEPY HOLLOW | NY | 10591 | PC | BIKE TARRYTOWN | $1,000 | |
| SAINT SAVIORS CHURCH NURSERY SCHOOL | |||||||
| 350 SOUND BEACH AVE | OLD GREENWICH | CT | 068701930 | PC | OPERATING SUPPORT | $7,000 | |
| SAN FRANCISCO-MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | PC | OPERATING SUPPORT | $1,000 | |
| SANTA CATALINA SCHOOL | |||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 93940 | PC | TO SUPPORT HIGH SCHOOL EDUCATION PROGRAMS | $4,000 | |
| SAVE THE ILLINOIS RIVER INC | |||||||
| 24369 E 757 RD | TAHLEQUAH | OK | 74464 | PC | GENERAL OPERATING | $2,500 | |
| SAVE THE SOUND | |||||||
| 127 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | OPERATING SUPPORT | $1,000 | |
| SLS | |||||||
| 1335 SUTTER ST | SAN FRANCISCO | CA | 941095415 | PC | GENERAL OPERATING | $500 | |
| SOUND WATERS INC | |||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PC | OPERATING SUPPORT | $5,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | OPERATING SUPPORT | $1,000 | |
| SUSTAINABLE CONSERVATION | |||||||
| 98 BATTERY STREET 302 | SAN FRANCISCO | CA | 94111 | PC | OPERATING SUPPORT | $2,000 | |
| TEE IT UP FOR THE TROOPS - HUNTINGTON BEACH | |||||||
| P O BOX 3358 | HUNTINGTON BEACH | CA | 92605 | PC | OPERATING SUPPORT | $5,000 | |
| THE CORBIN HILL FOOD PROJECT INC | |||||||
| 475 RIVERSIDE DRIVE SUITE 243 | NEW YORK | NY | 10115 | PC | OPERATING SUPPORT | $1,000 | |
| THE U C DAVIS FOUNDATION | |||||||
| 202 COUSTEAU PL STE 185 | DAVIS | CA | 956187761 | PC | VETERINARY MEDICAL TEACHING HOSPITAL'S SMALL ANIMAL CLINIC | $2,500 | |
| VANGUARD CANCER FOUNDATION | |||||||
| 750 E 29TH ST | LONG BEACH | CA | 908061712 | PC | OPERATING SUPPORT | $4,350 | |
| VOTE SOLAR | |||||||
| 360 22ND STREET SUITE 730 | OAKLAND | CA | 94612 | PC | OPERATING SUPPORT | $5,000 | |
| WARRIOR CANINE CONNECTION | |||||||
| 14934 SCHAEFFER ROAD | BOYDS | MD | 20841 | PC | GENERAL OPERATING | $5,000 | |
| WESTERN CENTER ON LAW AND POVERTY | |||||||
| 3701 WILSHIRE BLVD SUITE 208 | LOS ANGELES | CA | 90010 | PC | OPERATING SUPPORT TO FIGHT POVERTY | $2,000 | |
| WOMEN'S FOUNDATION CALIFORNIA | |||||||
| 1301 CLAY STREET 71719 | OAKLAND | CA | 94612 | PC | OPERATING SUPPORT | $2,000 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 065081849 | PC | NICU, REBECCA AND HILLARY FUND | $5,000 | |
| YMCA OF GREATER LONG BEACH | |||||||
| 4801 AIRPORT PLAZA DRIVE SUITE 400 | LONG BEACH | CA | 90815 | PC | BRAINCORE PILOT PROGRAM | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,141,100 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST ANTHONY HIGH SCHOOL | ||||||
| 620 OLIVE AVENUE | LONG BEACH | CA | 90802 | PC | ST. ANTHONY HIGH SCHOOL - SUMMER PROJECT: PHASE 2 | $100,000 |
| UN MUNDO DE AMIGOS PRESCHOOL | ||||||
| 1480 LONG BEACH BLVD | LONG BEACH | CA | 90813 | PC | TRANSFORMING EARLY LEARNING AND INCLUSION IN WEST LONG BEACH | $75,000 |
| MOMENTUM AGENCIES | ||||||
| 2400 WILLOW LANE | THOUSAND OAKS | CA | 91361 | PC | EARLY INTERVENTION AND EDUCATION SERVICES FOR CHILDREN WITH DISABILITIES IN LONG BEACH, CALIFORNIA | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $215,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,303,918 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,303,955 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,303,955 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAPHNE ANN MUNZER ADMINISTRATIVE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 EAST SPRING ST 218 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $284,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $37,525 | Amt |
| Net Investment Income | $9,822 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,703 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RUSSELL ACCOUNT - SIRY SUSTAINABLE BOND FUND | FMV | $10,559,126 | $10,559,126 |
| RUSSELL ACCOUNT - SIU5 | FMV | $4,101,901 | $4,101,901 |
| RUSSELL ACCOUNT - SIU8 | FMV | $184,269 | $184,269 |
| RUSSELL ACCOUNT - SIVD | FMV | $93,822,546 | $93,822,546 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT-OF-USE ASSET | Desc |
| BOY Book Value | $64,063 | BOYBookValueAmt |
| EOY Book Value | $47,597 | EOYBookValueAmt |
| EOYFMV | $47,597 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $18,913,995 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $16,082 | $0 | $12,867 |
| BOARD MEETING EXPENSES | $41,101 | $0 | $39,197 |
| DUES & SUBSCRIPTIONS | $12,430 | $0 | $12,334 |
| INSURANCE | $2,200 | $0 | $1,100 |
| TELEPHONE | $2,902 | $0 | $2,757 |
| WEBSITE | $858 | $0 | $519 |
| SOFTWARE | $100 | $0 | $61 |
| CA ATTORNEY GENERAL FILING FEE | $200 | $0 | $200 |
| MISCELLANEOUS | $9,928 | $0 | $9,371 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM K-1S | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$2,208,369 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| BOY Book Value | $66,177 | BOYBookValueAmt |
| EOY Book Value | $50,358 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $563,856 | $563,856 | $0 |
| CONSULTING FEES | $65,000 | $0 | $39,325 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $431,385 | $0 | $0 |
| FOREIGN TAXES | $0 | $101,432 | $0 |
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