GARY E MILGARD FAMILY FOUNDATION-LORI: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
GARY E MILGARD FAMILY FOUNDATION-LORI (EIN 81-1344384)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-20
IRS object ID
202641109349100519
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-20T10:52:10-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 110TH AVE NE SUITE 700AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN811344384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GARY E MILGARD FAMILY FOUNDATION-LORIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGARYBusinessNameControlTxt
Phone2532740121PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11701 COMMERCE STREETAddressLine1Txt
CityTACOMACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLORI MILGARDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2532740121PhoneNum
Signature2026-04-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BECKER HARRISPreparerPersonNm
PTINP00183358PTIN
Phone4254544919PhoneNum
Preparation2026-04-16PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$67,211,547FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,925,235DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,670,033DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,249,267NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$59,093,519GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,124,144CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$20,174,502TotalRevAndExpnssAmt
Total Net Invst Incm$21,794,177TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$167,206CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$167,206CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$35,949OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$35,949OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$171,997PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$173,266PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$956LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$956LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$35,364AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$35,364AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$188,367OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$176,487OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$11,880OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$98,398TaxesRevAndExpnssAmt
Taxes Net Invst Incm$21,196TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$702TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$1,227OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$1,227OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$966TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$966TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$66PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$66PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,830OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$17,830OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$718,326TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$197,683TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$445,412TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,400,348ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,400,348ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,118,674TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$197,683TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,845,760TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,055,828ExcessRevenueOverExpensesAmt
Net Investment Income$21,596,494NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$107,070CashBOYAmt
Cash EOY$54,810CashEOYAmt
Cash EOYFMV$54,810CashEOYFMVAmt
Sav And Temp Cash Invst BOY$582,850SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,374,642SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,374,642SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$5,412,947AcctRcvblBOYAmt
US Government Obligations BOY$1,758,106USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$51,135,089CorporateStockBOYAmt
Corporate Stock EOY$49,800,217CorporateStockEOYAmt
Corporate Stock EOYFMV$49,800,217CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,242,224CorporateBondsBOYAmt
Corporate Bonds EOY$11,481,878CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,481,878CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$2,500,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,500,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$60,238,286TotalAssetsBOYAmt
Total Assets EOY$67,211,547TotalAssetsEOYAmt
Total Assets EOYFMV$67,211,547TotalAssetsEOYFMVAmt
Accounts Payable BOY$10,269AccountsPayableBOYAmt
Accounts Payable EOY$9,000AccountsPayableEOYAmt
Other Liabilities BOY$168,100OtherLiabilitiesBOYAmt
Other Liabilities EOY$21,700OtherLiabilitiesEOYAmt
Total Liabilities BOY$178,369TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,700TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$60,059,917NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$67,180,847NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$60,059,917TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$67,180,847TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$60,238,286TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$67,211,547TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$60,059,917TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,055,828ExcessRevenueOverExpensesAmt
Other Increases$146,400OtherIncreasesAmt
Subtotal$77,262,145SubtotalAmt
Other Decreases$10,081,298OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$67,180,847TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIES$59,093,519$40,744,979$18,348,540$18,348,540
CAPITAL GAINS DIVIDENDS$54,077$54,077$54,077P
PINEHURST INSTIT LTD CL I$4,126,527$2,405,000$1,721,527$1,721,527P2016-01-062024-12-31
$0$0P
FieldValueIRS element (for citing)
Capital Gain Net Income$20,124,144CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$300,191InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$300,191SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$300,191TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$58,928EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$58,928TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$241,263TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.GARYMILGARDFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksLEE DENIS AT EVOKE ADVISORSIndividualWithBooksNm
Phone4244741157PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110635 SANTA MONICA BLVD-240AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LORI MILGARD
1701 COMMERCE STREETTACOMAWA98402PRESIDENT10.00$600$21,839$0
LINDSAY TRAPP
1701 COMMERCE STREETTACOMAWA98402VICE PRESIDENT20.00$112,500$30,101$0
SCOTT EHLERS
1701 COMMERCE STREETTACOMAWA98402TREASURER5.00$25,000$9,614$0
CHRISTINE ZEMANEK
1701 COMMERCE STREETTACOMAWA98402SECRETARY20.00$29,106$44,822$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
MORGAN STANLEY SMITH BARNEY HOLDINGS LLC
1701 COMMERCE STREETTACOMAWA984023207INVESTMENT MANAGEMENT$101,543
FIDELITY
10635 SANTA MONICA BLVD STE 240LOS ANGELESCA90025INVESTMENT MANAGEMENT$74,944
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$61,388,158AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,361,114AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,167,402FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$63,916,674TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$63,916,674AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$958,750CashDeemedCharitableAmt
Net Vl Noncharitable Assets$62,957,924NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,147,896MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,147,896MinimumInvestmentReturnAmt
Tax Based On Investment Income$300,191TaxBasedOnInvestmentIncomeAmt
Total Tax$300,191TotalTaxAmt
Distributable Before Adj$2,847,705DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,847,705DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,847,705DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,845,760ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,845,760QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,847,705DistributableAsAdjustedAmt
Undistributed Income PY$2,539,942UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,845,760QualifyingDistributionsAmt
Applied To Year1$2,539,942AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$305,818AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,541,887UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEXCLUSIVELY ACCEPTED ONLINE VIA WWWRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line110635 SANTA MONICA BLVD STE 240AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4243209524RecipientPhoneNum
Form And Info And MaterialsA LETTER OF INQUIRY IS THE FIRST STEP IN THE GRANT APPLICATION PROCESS. THE LETTER OF INQUIRY IS REVIEWED, AND IF APPROVED, THE APPLICANT WILL BE REQUESTED TO PROVIDE A FULL APPLICATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE IS NO DEADLINE FOR SUBMITTING A LETTER OF INQUIRY.SubmissionDeadlinesTxt
Restrictions On AwardsALL APPLICANT ORGANIZATIONS MUST QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER THE INTERNAL REVENUE CODE. CERTAIN PROPOSALS ARE INELIGIBLE FOR FUNDING, SUCH AS: ANNUAL FUNDS, GALAS, OR OTHER SPECIAL EVENT FUNDRAISING ACTIVITIES; SECTARIAN RELIGIOUS ACTIVITIES, DEBT REDUCTION, POLITICAL LOBBYING, OR LEGISLATIVE ACTIVITIES; AND ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF AGE, RACE, NATIONAL ORIGIN, ETHNICITY, GENDER, POLITICAL AFFILIATION OR RELIGIOUS BELIEF.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A PLACE CALLED HOME
2830 SOUTH CENTRAL AVENUELOS ANGELESCA90011PCGENERAL OPERATING$50,000
ALLIES FOR EVERY CHILD
5721 W SLAUSON AVE SUITE 140CULVER CITYCA90230PCEXTRAORDINARY FAMILIES-ESSENTIAL SERVICES$50,000
BOYS & GIRLS CLUB OF GREATER OXNARD AND PORT HUENEME
1900 WEST FIFTH STREETOXNARDCA93030PCKINDNESS IS FREE$177,620
BOYS & GIRLS CLUB OF MALIBU
30215 MORNING VIEW DRMALIBUCA90265PCWELLNESS CTR-PALISADES FIRE$100,000
BOYS & GIRLS CLUB OF MALIBU
30215 MORNING VIEW DRMALIBUCA90265PCKINDNESS IS FREE$140,728
BOYS & GIRLS CLUB OF MALIBU
30215 MORNING VIEW DRMALIBUCA90265PCMANNERS MATTER$50,000
BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY
328 S RAMONA AVEMONTEREY PARKCA91754PCKINDNESS SUMMIT/FLOAT$557,000
BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY
328 S RAMONA AVEMONTEREY PARKCA91754PCMANNERS, KINDNESS, THANKS$393,000
CASA OF LOS ANGELES
201 CENTRE PLAZA DRIVE SUITE 1100MONTEREY PARKCA91754PCONE-ON-ONE ADVOCACY$30,000
CHARLES WRIGHT ACADEMY
7723 CHAMBERS CREEK ROAD WTACOMAWA984672099PCMEGAN KELLEY SCHOLARSHIP FUND$100,000
CHP 11-99 FOUNDATION
3188 AIRWAY AVE SUITE CCOSTA MESACA92626PCEDUCATION PROGRAM$5,000
CHRYSALIS
522 S MAIN STREETLOS ANGELESCA90013PCEMPLOYMENT PROGRAM DOWNTOWN LA$50,000
COACHART
515 SOUTH FLOWER STREET 18TH 19THLOS ANGELESCA90071PCWELLNESS PROGRAMS$25,000FLOORS
DOWNTOWN WOMEN'S CENTER
442 S SAN PEDRO STLOS ANGELESCA90013PCMEALS PROGRAM$50,000
DREAM CENTER FOUNDATION
2301 BELLEVUE AVELOS ANGELESCA90026PCFAMILY RESTORATION & RECOVERY$77,000
FOOTHILL FAMILY SERVICE
2500 EAST FOOTHILL BLVDPASADENACA91107PCEATON BLOOM PROJECT$10,000
GREATER GIG HARBOR FOUNDATION
7191 WAGNER WAY NW SUITE 102GIG HARBORWA98335PCGENERAL OPERATING SUPPORT$5,000
HOMEBOY INDUSTRIES
130 W BRUNO STREETLOS ANGELESCA90012PC18-MONTH REENTRY PROGRAM$50,000
MY FRIEND'S PLACE
PO BOX 3867LOS ANGELESCA90078PCCONTINUUM OF CARE$75,000
NEW DIRECTIONS FOR VETERANS
11303 WILSHIRE BLVD BLDG 116LOS ANGELESCA90073PCGENERAL OPERATING-WILDFIRE IMPACT$100,000
NEW HORIZONS
6512 SAN FERNANDO ROADGLENDALECA91201PCALMA HOUSE PROJECT$20,000
OREGON STATE UNIVERSITY FOUNDATION
4238 SW RESEARCH WAYCORVALLISOR973331068PCGENERAL OPERATING SUPPORT$5,000
SABAN COMMUNITY CLINIC
8405 BEVERLY BLVDLOS ANGELESCA90048PCHEALTHCARE SERVICES$10,000
UNION STATION HOMELESS SERVICES
825 E ORANGE GROVE BLVDPASADENACA91104PCFIRE HOUSING ASSIST PROGRAM$30,000
VISION TO LEARN
12100 WISHIRE BLVD SUITE 1275LOS ANGELESCA90025PCSERVICES BOYS&GIRLS CLUBS$60,000
WESTCOAST SPORTS ASSOCIATES
8939 S SEPULVEDA BLVD 110716LOS ANGELESCA90045PCLA CITY PARK & REC CTR PROGRAM$50,000
WORLD VISION
P O BOX 9716FEDERAL WAYWA980639716PCLA FIRE EMERGENCY RESPONSE$100,000
WORTHY OF LOVE
5550 GROSVENOR BLVD 312LOS ANGELESCA90066PCYOUTH CELEBRATION$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,400,348TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,925,235ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,249,267ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$20,174,502ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,174,502TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$35,364Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35,364DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY- CORPORATE BONDSBondNm
EOY Book Value$11,481,878EOYBookValueAmt
EOYFMV$11,481,878EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY - CORPORATE STOCKStockNm
EOY Book Value$49,800,217EOYBookValueAmt
EOYFMV$49,800,217EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY - ADVANCED RESEARCH ALPHA FUND LTD.CategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,500,000BookValueAmt
EOYFMV$2,500,000EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$956LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$956DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$10,081,298Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES$2,084$0$2,084
DUES & SUBSCRIPTIONS$143$0$143
INSURANCE$500$0$500
TELEPHONE & INTERNET$1,464$0$1,464
OFFICE EXPENSE$1,422$0$1,422
COMPUTER EXPENSE$7,905$0$7,905
REPAIR & MAINTENANCE$3,779$0$3,779
EQUIPMENT RENTAL$533$0$533

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDEFERRED EXCISE TAX ADJUSTMENTDesc
Amt$146,400Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED EXCISE TAXDesc
BOY Book Value$168,100BOYBookValueAmt
EOY Book Value$21,700EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$176,487$176,487$0
OTHER CONSULTANTS$11,880$0$11,880

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$702$0$702
FOREIGN TAXES$21,196$21,196$0
EXCISE TAXES$76,500$0$0

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