MARA W BREECH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARA W BREECH FOUNDATION (EIN 95-4474892)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349104801
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T18:41:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951759331 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY FOSTER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10801 NATIONAL BLVD 603 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | 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 | 954474892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARA W BREECH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARA | BusinessNameControlTxt |
| Phone | 3108284748 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO DOCS 2120 WILSHIRE BL 400 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW L BREECH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3108284748 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN B DARLING CPA | PreparerPersonNm |
| PTIN | P00395074 | PTIN |
| Phone | 3104546546 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,138,819 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $222 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $222 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $160,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $780,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,573,906 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $780,023 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $940,621 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $940,621 | 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 |
| Accounting Fees Rev And Expnss | $7,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,654 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,654 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,584 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,584 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,715 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,715 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $581,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $581,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $664,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $581,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $276,568 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $858,268 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $142,232 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $369,689 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $369,689 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,608,185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,190,556 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,244,544 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,070,267 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,889,951 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,842,853 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $655,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $681,804 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $726 | OtherAssetsBOYAmt |
| Other Assets EOY | -$71 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$71 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,821,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,105,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,138,819 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,821,410 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,105,126 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,821,410 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,105,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,821,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,105,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,821,410 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $276,568 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,148 | OtherIncreasesAmt |
| Subtotal | $7,105,126 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,105,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| J P MORGAN...4879 VAR TRADES | P | 1999-06-21 | 2025-12-01 | $728,961 | $227,412 | $501,549 | $501,549 |
| J P MORGAN...4880 VAR TRADES | P | 2024-08-07 | 2025-01-23 | $9,159 | $7,295 | $1,864 | $1,864 |
| J P MORGAN...4880 VAR TRADES | P | 2017-08-29 | 2025-01-23 | $811,120 | $559,176 | $251,944 | $251,944 |
| CAPITAL GAINS DIVIDENDS | P | $24,666 | $24,666 | $24,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $780,023 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,080 | 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 | $7,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,850 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAY FOSTERCPA | IndividualWithBooksNm |
| Phone | 3104546546 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10801 NATIONAL BL 603 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREW L BREECH | ||||||||
| 2120 WILSHIRE BL 400 | SANTA MONICA | CA | 90403 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JAMES BREECH | ||||||||
| 2120 WILSHIRE BL 400 | SANTA MONICA | CA | 90403 | TREASURER | 0.00 | $0 | $0 | $0 |
| JAMES BREECH | ||||||||
| 2120 WILSHIRE BL 400 | SANTA MONICA | CA | 90403 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,344,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,344,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,344,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,174,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $558,727 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $558,727 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,930 | TotalTaxAmt |
| Distributable Before Adj | $546,797 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $546,797 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $546,797 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $581,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $581,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $546,797 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $51,331 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $52,490 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $107,953 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,783 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $254,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $581,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $546,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,903 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $289,460 | 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 | $51,331 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $238,129 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $52,490 | ExcessFromYear3Amt |
| Excess From Year2 | $107,953 | ExcessFromYear2Amt |
| Excess From Year1 | $42,783 | ExcessFromYear1Amt |
| Excess From Current Year | $34,903 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHELLE DOHERTY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 WILSHIRE BL 400 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3108284748 | RecipientPhoneNum |
| Form And Info And Materials | NAME AND MISSION OF ORGANIZATION; CONTACT INFORMATION; INDICATION OF TAX- EXEMPT STATUS; BRIEF DESCRIPTION OF PROJECT, TIME FRAME, TOTAL COST, PORTION REQUESTED FROM THE FOUNDATION; SUMMARY OF PROPOSED RESULTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31 FOR FUNDING IN THE SAME CALENDAR YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A NOISE WITHIN | |||||||
| 3352 E FOOTHILL BLVD | PASADENA | CA | 91107 | N/A | NC | TEACHER TRAINING | $7,500 |
| AHA ATTITUDEHARMONYACHIEVEMENT | |||||||
| 1209 DE LA VINA STE A | SANTA BARBARA | CA | 93101 | N/A | NC | TEACHER TRAINING | $11,000 |
| ASSISTANCE LEAGUE OF SOUTHERN CA | |||||||
| 1370 NORTH ST ANDREWS PLACE | HOLLYWOOD | CA | 90028 | N/A | NC | TEACHER TRAINING | $5,500 |
| BLIND CHILDRENS' CENTER | |||||||
| 4120 MARATHON ST | LOS ANGELES | CA | 90029 | N/A | NC | TEACHER TRAINING | $11,000 |
| BLINK NOW | |||||||
| P O BOX 453 | MENDHAM | NJ | 07945 | N/A | NC | TEACHER TRAINING | $22,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 16525 SHERMAN WAY C-8 | VAN NUYS | CA | 914068700 | N/A | NC | TEACHER TRAINING | $30,000 |
| BRANCHES ATELIER FUND | |||||||
| 11359 W WASHINGTON BLVD | CULVER CITY | CA | 90066 | N/A | NC | TEACHER TRAINING | $7,500 |
| CENTER FOR CIVIC EDUCATION | |||||||
| 5115 DOUGLAS FIR RD STE J | CALABASAS | CA | 91302 | N/A | NC | TEACHER TRAINING | $5,500 |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE STE 1A | SANTA ANA | CA | 92705 | N/A | NC | TEACHER TRAINING | $5,000 |
| CHILDREN'S ART VILLAGE-SEVALAYA | |||||||
| 251 21ST PLACE | SANTA MONICA | CA | 90402 | N/A | NC | TEACHER TRAINING | $27,500 |
| CHILDREN'S INSTITUTE | |||||||
| 2121 W TEMPLE ST | LOS ANGELES | CA | 90026 | N/A | NC | TEACHER TRAINING | $5,500 |
| CHIME INSTITUTE | |||||||
| P O BOX 280310 | NORTHRIDGE | CA | 913280310 | N/A | NC | TEACHER TRAINING | $16,500 |
| CLAREMONT GRADUATE UNIVERSITY | |||||||
| 165 EAST TENTH ST | CLAREMONT | CA | 917116186 | N/A | NC | TEACHER TRAINING | $22,000 |
| CSUN FOUNDATION | |||||||
| 18111 NORDHOFF ST | NORTHRIDGE | CA | 91330 | N/A | NC | TEACHER TRAINING | $10,000 |
| DOLORES MISSION SHOOL | |||||||
| 170 S GLESS ST | LOS ANGELES | CA | 90033 | N/A | NC | TEACHER TRAINING | $5,000 |
| EARTH EXPLORERS | |||||||
| 3827 PASEO DEL PRADO | BOULDER | CO | 80301 | N/A | NC | TEACHER TRAINING | $10,000 |
| EARTHROOTS | |||||||
| P O BOX 504 | TRABUCO CANYON | CA | 92678 | N/A | NC | TEACHER TRAINING | $9,000 |
| EDGE FOUNDATION | |||||||
| 2017 FAIRVIEW AVEESUITE I | SEATTLE | WA | 98102 | N/A | NC | TEACHER TRAINING | $6,000 |
| EMILY SHANE FOUNDATION | |||||||
| 2893 SEARIDGE ST | MALIBU | CA | 90265 | N/A | NC | TEACHER TRAINING | $5,500 |
| ENNEAGRAM PRISON PROJECT | |||||||
| P O BOX 804 | LOS GATOS | CA | 95031 | N/A | NC | TEACHER TRAINING | $7,000 |
| FOWLER MUSEUM-UCLA | |||||||
| 308 CHARLES E YOUNG DR NO | LOS ANGELES | CA | 90024 | N/A | NC | TEACHER TRAINING | $5,500 |
| FROSTIG CENTER | |||||||
| 971 NO ALTADENA DR | PASADENA | CA | 91107 | N/A | NC | TEACHER TRAINING | $8,000 |
| GEFFEN PLAYHOUSE | |||||||
| 10886 LE CONTE AVE | LOS ANGELES | CA | 90024 | N/A | NC | TEACHER TRAINING | $5,500 |
| GIRL SCOUTS OF GREATER LOS ANGELES | |||||||
| 423 N LA BREA AVE | INGLEWOOD | CA | 90302 | N/A | NC | TEACHER TRAINING | $5,500 |
| JOHN TRACY CLINIC | |||||||
| 806 WEST ADAMS BL | LOS ANGELES | CA | 90007 | N/A | NC | TEACHER TRAINING | $33,000 |
| LEAP | |||||||
| 31 JEFFERSON ST | NEW HAVEN | CT | 06511 | N/A | NC | TEACHER TRAINING | $27,500 |
| LOS ANGELES COUNTY MUSEUM OF ART MUSEUM ASSOCIATES | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | N/A | NC | TEACHER TRAINING | $16,500 |
| LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY | |||||||
| 900 W EXPOSITION BLVD | LOS ANGELES | CA | 90007 | N/A | NC | TEACHER TRAINING | $5,000 |
| MIND RESEARCH INSTITUTE | |||||||
| 3631 SO HARBOR BLVDSTE 200 | SANTA ANA | CA | 92704 | N/A | NC | TEACHER TRAINING | $15,000 |
| MISSOULA BUTTERFLY HOUSE | |||||||
| 120 HICKORY ST | MISSOULA | MT | 59802 | N/A | NC | TEACHER TRAINING | $6,000 |
| MAR VISTA FAMILY CENTER | |||||||
| 5075 SO SLAUSON AVE | CULVER CITY | CA | 90230 | N/A | NC | TEACHER TRAINING | $5,000 |
| NO LIMITS | |||||||
| 9801 WASHINGTON BLVD 2ND FLOOR | CULVER CITY | CA | 90232 | N/A | NC | TEACHER TRAINING | $5,500 |
| OVERLAND AVENUE ELEMENTARY SCHOOL | |||||||
| 10850 ASHBY AVE | LOS ANGELES | CA | 90064 | N/A | NC | TEACHER TRAINING | $22,000 |
| PBS SOCAL | |||||||
| P O BOX 120551 | WHITTIER | CA | 906076009 | N/A | NC | TEACHER TRAINING | $5,000 |
| PS SCIENCE | |||||||
| 1714 21ST ST | SANTA MONICA | CA | 90404 | N/A | NC | TEACHER TRAINING | $7,500 |
| RED HEN PRESS | |||||||
| P O BOX 40820 | PASADENA | CA | 91114 | N/A | NC | TEACHER TRAINING | $5,500 |
| SANTA BARBARA SCHOOL OF SQUASH | |||||||
| 1530 CHAPALA ST STE F | SANTA BARBARA | CA | 93101 | N/A | NC | TEACHER TRAINING | $5,500 |
| SCRIPPS COLLEGE | |||||||
| 1030 COLUMBIA AVE | CLAREMONT | CA | 91711 | N/A | NC | TEACHER TRAINING | $22,000 |
| SMILING CALM HEARTS OPEN OUR LEARNING | |||||||
| LAKE AVENUE | PASADENA | CA | 91104 | N/A | NC | TEACHER TRAINING | $8,250 |
| ST MARY'S COLLEGE OF CALIFORNIA | |||||||
| 1928 ST MARYS RD | MORAGA | CA | 94575 | N/A | NC | TEACHER TRAINING | $4,400 |
| STANFORD CENTER TO SUPPORT EXCELLENCE IN TEACHING | |||||||
| 520 GALVEZ MALL | STANFORD | CA | 943043084 | N/A | NC | TEACHER TRAINING | $20,000 |
| STAR EDUCATION | |||||||
| 10101 JEFFERSON BLVD | LOS ANGELES | CA | 90232 | N/A | NC | TEACHER TRAINING | $8,250 |
| STRIVE FOUNDATION | |||||||
| 9124 SO MAIN ST | LOS ANGELES | CA | 90003 | N/A | NC | TEACHER TRAINING | $5,000 |
| SUNSAR MAYA | |||||||
| 1457 JEFFERSON ST | SAN FRANCISCO | CA | 94123 | N/A | NC | TEACHER TRAINING | $3,300 |
| TEACH FOR AMERICA | |||||||
| 315 W 9TH ST 950 | LOS ANGELES | CA | 90015 | N/A | NC | TEACHER TRAINING | $22,000 |
| THE WORLD IS JUST A BOOK AWAY | |||||||
| 911 MONTANA AVE STE C | SANTA MONICA | CA | 90403 | N/A | NC | TEACHER TRAINING | $22,000 |
| TIERRA DEL SOL FOUNDATION | |||||||
| 9919 SUNLAND BLVD | SUNLANDTUJUNGA | CA | 91040 | N/A | NC | TEACHER TRAINING | $5,500 |
| UC BERKELEY GRADUATE SCHOOL OF EDUCATION | |||||||
| 1501 TOLMAN HALL | BERKELEY | CA | 94720 | N/A | NC | TEACHER TRAINING | $10,000 |
| UC SAN DIEGO-MATH FOR AMERICA | |||||||
| 9500 GILLMAN DR DEPT 0036 | LA JOLLA | CA | 92093 | N/A | NC | TEACHER TRAINING | $27,500 |
| VISTA DEL MAR CHILD AND FAMILY SERVICES | |||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | N/A | NC | TEACHER TRAINING | $5,500 |
| ZOOLOGICAL SOCIETY OF SAN DIEGO | |||||||
| P O BOX 120551 | SAN DIEGO | CA | 921120551 | N/A | NC | TEACHER TRAINING | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $581,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $222 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $160,376 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $780,023 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $940,621 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $940,621 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME FROM THE ENDOWMENT OF THE FOUNDATION IS USED TO |
| 4 | AUGMENT THE AMOUNT OF FUNDS GRANTED TO QUALIFIED RECIPIENTS IN |
| 4 | FULFILLING THE FOUNDATION'S EDUCATIONAL GOALS. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,400 | Amt |
| Net Investment Income | $7,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,889,951 | EOYBookValueAmt |
| EOYFMV | $1,842,853 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PREFERRED AND COMMON STOCK | StockNm |
| EOY Book Value | $4,190,556 | EOYBookValueAmt |
| EOYFMV | $8,244,544 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $655,001 | BookValueAmt |
| EOYFMV | $681,804 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $726 | $49 | $49 |
| FOREIGN TX TIMING DIFFERENCE | -$120 | -$120 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE FEES | Desc |
| Revenue And Expenses Per Books | $51,715 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $51,715 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES--NON-TAXABLE INCOME | Desc |
| Amt | $7,148 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE SERVICES | CategoryTxt |
| Amt | $11,654 | Amt |
| Net Investment Income | $11,654 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES--ATTORNEY GENERAL | $100 | $100 | $0 |
| FOREIGN TAXES ON INVESTMENT INCOME | $491 | $491 | $0 |
| FEDERAL INVESTMENT INCOME TAXES PAID | $10,993 | $10,993 | $0 |
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