MARIA AND BOOKER MCCLAY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MARIA AND BOOKER MCCLAY FOUNDATION (EIN 87-7014348)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-07
IRS object ID
202601279349102800
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)
Return2026-05-07T11:55:50-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12050 MAIN ST STE 1300AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN877014348EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARIA AND BOOKER MCCLAY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARIBusinessNameControlTxt
Phone3108040332PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 WARNALL AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD LIMPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3108040332PhoneNum
Signature2026-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN H WIEST CPAPreparerPersonNm
PTINP00037191PTIN
Phone9498529433PhoneNum
Preparation2026-05-05PreparationDt
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$11,723,333FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$289,827DividendsRevAndExpnssAmt
Dividends Net Invst Incm$289,827DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$161,202NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,265,293GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$128,654TotalRevAndExpnssAmt
Total Net Invst Incm$289,856TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,575CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,575CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$21,332LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$21,332LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,600AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$76,342OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$76,261OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$81OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$41,707TaxesRevAndExpnssAmt
Taxes Net Invst Incm$31,740TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$309TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$309TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,715OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$689OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,026OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$156,180TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$115,290TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30,923TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$407,527ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$407,527ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$563,707TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$115,290TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$438,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$435,053ExcessRevenueOverExpensesAmt
Net Investment Income$174,566NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$956,342SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$572,263SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$572,263SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$5,712AcctRcvblAmt
Acct Rcvbl BOY$3,461AcctRcvblBOYAmt
Acct Rcvbl EOY$5,712AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$5,712AcctRcvblEOYFMVAmt
US Government Obligations BOY$1,801,580USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,440,514USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,440,514USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,637,000CorporateStockBOYAmt
Corporate Stock EOY$7,698,906CorporateStockEOYAmt
Corporate Stock EOYFMV$7,698,906CorporateStockEOYFMVAmt
Other Investments BOY$657,144OtherInvestmentsBOYAmt
Other Investments EOY$1,005,938OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,005,938OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,100,000OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$11,155,527TotalAssetsBOYAmt
Total Assets EOY$11,723,333TotalAssetsEOYAmt
Total Assets EOYFMV$11,723,333TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,055,527NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$11,723,333NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$3,100,000DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$0DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$11,155,527TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,723,333TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,155,527TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,723,333TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,155,527TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$435,053ExcessRevenueOverExpensesAmt
Other Increases$1,002,859OtherIncreasesAmt
Subtotal$11,723,333SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,723,333TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIESP$138,410$143,129-$4,719-$4,719
1430 STRADELLA ROAD LOS ANGELES, CA 90077D$2,790,000$3,119,087-$329,087-$329,0872022-11-282025-08-28
PUBLICLY TRADED SECURITIESP$111,541$104,077$7,464$7,464
PUBLICLY TRADED SECURITIESD$47,871$60,202-$12,331-$12,331
CAPITAL GAINS DIVIDENDSP$177,471$177,471$177,471
FieldValueIRS element (for citing)
Capital Gain Net Income-$161,202CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,426InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,426SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,426TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,567EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,567TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,141OverpaymentAmt
Applied To ES Tax$6,141AppliedToESTaxAmt
Refund$0RefundAmt

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 Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RICHARD LIMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3108040332PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11700 WARNALL AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL LIM
1700 WARNALL AVENUELOS ANGELESCA90024CO-TRUSTEE0.06$150$0$0
RICHARD LIM
1700 WARNALL AVENUELOS ANGELESCA90024CO-TRUSTEE0.55$1,425$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12049 CENTURY PARK EAST STE 3600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Service TypeFINANCIAL ADVISORServiceTypeTxt
Compensation$76,261CompensationAmt
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$8,978,383AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$649,976AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,834,521FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,462,880TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,462,880AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$171,943CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,290,937NetVlNoncharitableAssetsAmt
Minimum Investment Return$564,547MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$564,547MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,426TaxBasedOnInvestmentIncomeAmt
Total Tax$2,426TotalTaxAmt
Distributable Before Adj$562,121DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$562,121DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$562,121DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$438,450ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$438,450QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$562,121DistributableAsAdjustedAmt
Undistributed Income PY$396,527UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$438,450QualifyingDistributionsAmt
Applied To Year1$396,527AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$41,923AppliedToCurrentYearAmt
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$520,198UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOCIETY FOR THE PROPAGATION OF THE FAITH
3424 WILSHIRE BLVDLOS ANGELESCA90010PCGENERAL CONTRIBUTION$1,000
INTERNATIONAL CHARITY GROOUP
36218 MUSTANG SPIRIT LNWILDOMARCA92595PCGENERAL CONTRIBUTION$1,200
PAULIST FATHERS
415 WEST 59TH STNEW YORKNY10019PCGENERAL CONTRIBUTION$5,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006PCGENERAL CONTRIBUTION$30,000
MARYKNOLL FATHERS
PO BOX 302MARYKNOLLNY105450302PCGENERAL CONTRIBUTION$5,000
LOS ANGELES MISSION
PO BOX 54059LOS ANGELESCA900540059PCGENERAL CONTRIBUTION$10,000
ST PAUL THE APOSTLE CHURCH
1536 SELBY AVELOS ANGELESCA90024PCGENERAL CONTRIBUTION$5,000
ST JAMES THE APOSTLE CHURCH
34700 FREMONT BLVDFREMONTCA945553113PCGENERAL CONTRIBUTION$60,000
UNICEF USA
125 MAIDEN LANENEW YORKNY10038PCGENERAL CONTRIBUTION$10,000
CROSS CATHOLIC OUTREACH
PO BOX 273908BOCA RATONFL334273908PCGENERAL CONTRIBUTION$5,000
AMERICAN RED CROSS
PO BOX 512006LOS ANGELESCA900510006PCGENERAL CONTRIBUTION$15,000
COVENANT HOUSE
POBOX 758636TOPEKAKS666758636PCGENERAL CONTRIBUTION$5,000
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN STCHAMBERLAINSD57325PCGENERAL CONTRIBUTION$5,000
HABITAT FOR HUMANITY
322 W LAMAR STAMERICUSGA317033543PCGENERAL CONTRIBUTION$1,800
SOCIETY OF VINCENT DE PAUL
66 PROGRESS PARKWAYMARYLAND HEIGHTSMO630433706PCGENERAL CONTRIBUTION$5,000
CITY OF HOPE
PO BOX 60409LOS ANGELESCA900600409PCGENERAL CONTRIBUTION$1,000
FOOD FOR THE POOR
6401 LYONS RDCOCONUT CREEKFL33073PCGENERAL CONTRIBUTION$10,000
LOS ANGELES REGIONAL FOOD BANK
1734 E 41ST STREETLOS ANGELESCA900581502PCGENERAL CONTRIBUTION$59,527
ST JOHN'S FAMILY AND CHILDREN'S CLINIC
2121 SANTA MONICA BLVDSANTA MONICACA90404PCGENERAL CONTRIBUTION$21,000
ST TIMOTHY CATHOLIC CHURCH
10425 W PICO BLVDLOS ANGELESCA90064PCGENERAL CONTRIBUTION$5,000
MERCY SHIPS
PO BOX 2020 GARDEN VALLEYGARDEN VALLEYTX757712020PCGENERAL CONTRIBTUION$10,000
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105PCGENERAL CONTRIBTUION$10,000
LA OPERA
135 N GRAND AVELOS ANGELESCA90012PCGENERAL CONTRIBTUION$2,000
UNION RESCUE MISSION
545 S SAN PEDRO STREETLOS ANGELESCA90013PCGENERAL CONTRIBTUION$10,000
TOGETHER IN MISSION
3424 WILSHIRE BLVDLOS ANGELESCA90010PCGENERAL CONTRIBTUION$10,000
SAINT ANDREW'S ABBEY
PO BOX 40VALYERMOCA935630040PCGENERAL CONTRIBTUION$5,000
HEIFER INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202PCGENERAL CONTRIBTUION$5,000
GOODWILL SOUTHERN CALIFORNIA
PO BOX 745919LOS ANGELESCA900745919PCGENERAL CONTRIBTUION$10,000
AMERICAN RED CROSS
PO BOX 512006LOS ANGELESCA900510006PCGENERAL CONTRIBTUION$10,000
SMILE TRAIN
PO BOX 96231WASHINGTONDC200906231PCGENERAL CONTRIBTUION$10,000
MAKE A WISH GREATER LOS ANGELES
PO BOX 97104WASHINGTONDC200777539PCGENERAL CONTRIBTUION$5,000
BLOOD CANCER UNITED
PO BOX 98016WASHINGTONDC200908016PCGENERAL CONTRIBTUION$10,000
SALVATION ARMY
PO BOX 60541CITY OF INDUSTRYCA917160541PCGENERAL CONTRIBTUION$10,000
WOUNDED WARRIOR PROJECT
PO BOX 758540TOPEKAKS666758540PCGENERAL CONTRIBTUION$1,000
BOYS TOWN
POBOX 5000BOYS TOWNNE680109989PCGENERAL CONTRIBTUION$10,000
ST JOHN'S FAMILY AND CHILDREN'S CLINIC
2121 SANTA MONICA BLVDSANTA MONICACA90404PCGENERAL CONTRIBTUION$14,000
ST TIMOTHY CATHOLIC CHURCH - RFR
10425 W PICO BLVDLOS ANGELESCA90064PCGENERAL CONTRIBTUION$5,000
WORLD MISSION SUNDAY
3424 WILSHIRE BLVDLOS ANGELESCA90010PCGENERAL CONTRIBTUION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$407,527TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$289,827ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$161,202ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$128,654ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$128,654TotalIncomeProducingActyAmt

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$13,200Amt
Net Investment Income$6,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,600DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNORTHERN TRUST EQUITYStockNm
EOY Book Value$7,698,906EOYBookValueAmt
EOYFMV$7,698,906EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$2,440,514StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$2,440,514StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NORTHERN TRUST REAL ESTATE FUNDSFMV$552,999$552,999
NORTHERN TRUST COMMODITIESFMV$452,939$452,939

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$21,332LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$21,332DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROPERTY AT 1430 STRADELLA RD, LOS ANGELES, CA 90077Desc
BOY Book Value$3,100,000BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SUPPLIES$1,026$0$1,026
REPAIRS AND MAINTENANCE$689$689$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$1,002,859Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$76,261$76,261$0
OUTSIDE CONTRACTOR SERVICES$81$0$81

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COUNTY TAXES$31,740$31,740$0
FEDERAL TAXES$9,967$0$0

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