THE DEBORAH-ROTHER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE DEBORAH-ROTHER FOUNDATION (EIN 87-3147290)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349104508
- 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
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T16:14:26-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG W HARRIS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 N WESTLAKE BLVD SUITE 130 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91362 | 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 | 873147290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEBORAH GROENING-ROTHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEBO | BusinessNameControlTxt |
| Phone | 3104815000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11835 W OLYMPIC BLVD 650E | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH GROENING | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3104815000 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG HARRIS | PreparerPersonNm |
| PTIN | P00748765 | PTIN |
| Phone | 8055570414 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $23,934,428 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $625,623 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $370,431 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $370,431 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $401,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $401,205 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $599,062 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,510,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $599,062 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,996,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,370,698 | 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 |
| Legal Fees Rev And Expnss | $17,415 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $235,407 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $116,907 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,944 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $301,766 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,907 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,695,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,695,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,996,766 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,907 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,695,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,000,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,253,791 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $171,067 | CashBOYAmt |
| Cash EOY | $118,150 | CashEOYAmt |
| Cash EOYFMV | $118,150 | CashEOYFMVAmt |
| Acct Rcvbl | $600 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $600 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $600 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $23,382,931 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,815,678 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,815,678 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,568,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,934,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,934,428 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $23,568,998 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,934,428 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,568,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,934,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,568,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,934,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,568,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,000,445 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,365,875 | OtherIncreasesAmt |
| Subtotal | $23,934,428 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,934,428 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| NEBIUS GROUP N.V. CLASS A | 2021-07-29 | 2025-02-06 | $5,149 | $6,222 | -$1,073 | -$1,073 | |
| MORGAN STANLEY #066311 | 2025-01-01 | 2025-12-31 | $2,427,568 | $2,383,068 | $44,500 | $44,500 | |
| MORGAN STANLEY #066311 | 2024-01-01 | 2025-12-31 | $1,468,218 | $1,392,507 | $75,711 | $75,711 | P |
| MORGAN STANLEY #066312 | 2025-01-01 | 2025-12-31 | $282,173 | $237,699 | $44,474 | $44,474 | P |
| MORGAN STANLEY #066312 | 2024-01-01 | 2025-12-31 | $1,418,270 | $1,220,135 | $198,135 | $198,135 | P |
| MORGAN STANLEY #066313 | 2025-01-01 | 2025-12-31 | $40,905 | $36,768 | $4,137 | $4,137 | P |
| MORGAN STANLEY #066313 | 2024-01-01 | 2025-12-31 | $596,611 | $372,471 | $224,140 | $224,140 | P |
| US TSY NOTE | 2024-10-01 | 2025-07-30 | $19,948 | $20,499 | -$551 | -$551 | P |
| MORGAN STANLEY #066314 | 2024-01-01 | 2025-12-31 | $1,249,729 | $1,241,580 | $8,149 | $8,149 | P |
| CAPITAL GAINS DIVIDENDS | $1,440 | $1,440 | $1,440 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $599,062 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,428 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,428 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,428 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,881 | 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 | $8,881 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,547 | 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 | PERRY NEIDORF GRASSL LLP | IndividualWithBooksNm |
| Phone | 3104815000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11835 W OLYMPIC BLVD SUITE 650E | 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 |
|---|---|---|---|---|---|---|---|---|
| DEBORAH GROENING | ||||||||
| 11835 W OLYMPIC BLVD SUITE 650E | LOS ANGELES | CA | 90064 | CEO, DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL ROTHER | ||||||||
| 11835 W OLYMPIC BLVD SUITE 650E | LOS ANGELES | CA | 90064 | SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| ABRAHAM GROENING | ||||||||
| 11835 W OLYMPIC BLVD SUITE 650E | LOS ANGELES | CA | 90064 | DIRECTOR | 1.00 | $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 | $23,823,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,031,759 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,031,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $360,476 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,671,283 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,183,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,183,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,428 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,428 | TotalTaxAmt |
| Distributable Before Adj | $1,166,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,166,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,166,136 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,695,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,695,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,166,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,444 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,695,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,444 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,166,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,520,420 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,520,420 | 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 | $1,520,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,520,420 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 826 LA | ||||||||
| 1714 W SUNSET BLVD | LOS ANGELES | CA | 90026 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITBALE PURPOSE.TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $50,000 | |
| ACLU OF SO CA | ||||||||
| 1313 W 8TH STREET 200 | LOS ANGELES | CA | 90017 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $250,000 | |
| BENNINGTON COLLEGE | ||||||||
| 1 COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $75,000 | |
| CLIMATE RESOLVE | ||||||||
| 525 S HEWITT STREET | LOS ANGELES | CA | 90013 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $50,000 | |
| FAMILY RESCUE CENTER | ||||||||
| 22103 VANOWEN STREET | CANOGA PARK | CA | 91303 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $30,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 285 PEACHTREE CENTER AVENUE NE | ATLANTA | GA | 30303 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $20,000 | SUITE 2700 |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $50,000 | |
| PLANNED PARENTHOOD FED OF AMERICA | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $250,000 | |
| RODALE INSTITUTE | ||||||||
| 1014 W VENTURA BLVD | CAMARILLO | CA | 93010 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $50,000 | |
| THE PEOPLE CONCERN | ||||||||
| 2116 ARLINGTON AVENUE SUITE 100 | LOS ANGELES | CA | 90018 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $10,000 | |
| UNITED IN HARMONY | ||||||||
| 1917 1/2 WESTWOOD BLVD 1 | LOS ANGELES | CA | 90025 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $10,000 | |
| VENICE FAMILY CLINIC | ||||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $50,000 | |
| WELL FAMILY MARIAN PLACE | ||||||||
| 11835 W OLYMPIC BLVD SUITE 650E | LOS ANGELES | CA | 90064 | NONE | POF | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $900,000 | |
| COALITION FOR HUMANE IMMIGRANT RIGHTS | ||||||||
| 2533 WEST THIRD STREET SUITE 101 | LOS ANGELES | CA | 90057 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $250,000 | |
| ESPERANZA COMMUNITY HOUSING | ||||||||
| 3655 SOUTH GRAND AVENUE SUITE 280 | LOS ANGELES | CA | 90007 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $100,000 | |
| MOTHER JONES FOUNDATION | ||||||||
| PO BOX 494 | VAN | WV | 25206 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $100,000 | |
| PBS FOUNDATION | ||||||||
| 1225 SOUTH CLARK STREET | ARLINGTON | VA | 22202 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $100,000 | |
| NATIONAL PUBLIC RADIO INC | ||||||||
| 1111 NORTH CAPITAL STREET | WASHINGTON | DC | 20002 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $250,000 | |
| PROJECT OPEN HAND | ||||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $30,000 | |
| EARTH JUSTICE | ||||||||
| 180 STEUART STREET 194330 | SAN FRANCISCO | CA | 94105 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $50,000 | |
| ICIVICS | ||||||||
| 1035 CAMBRIDGE STREET SUITE 1 | CAMBRIDGE | MA | 02141 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $10,000 | |
| PROJECT ON GOVERNMENT OVERSIGHT | ||||||||
| PO BOX 34758 | WASHINGTON | DC | 20043 | NONE | PC | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSE. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,695,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $370,431 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $401,205 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $599,062 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,370,698 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,370,698 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DEBORAH GROENING | ||||||
| 1 | 11835 W OLYMPIC BLVD SUITE 650E | LOS ANGELES | CA | 90064 | $625,000 | Yes (X) |
| THE CHILDREN WE LOVE FOUNDATION | ||||||
| 2 | 11835 W OLYMPIC BLVD SUITE 650E | LOS ANGELES | CA | 90064 | $623 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY #062364 | FMV | $744,346 | $744,346 |
| MORGAN STANLEY #066311 | FMV | $9,413,149 | $9,413,149 |
| MORGAN STANLEY #066312 | FMV | $1,460,211 | $1,460,211 |
| MORGAN STANLEY #066313 | FMV | $978,278 | $978,278 |
| MORGAN STANLEY #066314 | FMV | $11,219,694 | $11,219,694 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES & EXPENSES | CategoryTxt |
| Legal Fees | $17,415 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $1,365,875 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OUTSIDE SERVICES | $118,500 | $0 | $0 |
| INVESTMENT FEES | $116,907 | $116,907 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $48,944 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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