CAROL AND JAMES COLLINS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CAROL AND JAMES COLLINS FOUNDATION (EIN 30-0100019)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-24
IRS object ID
202641149349101814
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)
Return2026-04-24T15:42:29-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954885412PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EUGENE LEWIS & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line144 E FOOTHILL BLVD 100AddressLine1Txt
CityARCADIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91006ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300100019EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CAROL AND JAMES COLLINS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAROBusinessNameControlTxt
Phone3106450113PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12444 WILSHIRE BOULEVARD 406AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHLEEN C HESSIONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3106450113PhoneNum
Signature2026-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWADE E STEVENSPreparerPersonNm
PTINP01750790PTIN
Phone6264629280PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,212,609FMVAssetsEOYAmt
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$353InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$353InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$655,400DividendsRevAndExpnssAmt
Dividends Net Invst Incm$655,400DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,297,129NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,442,614GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,297,129CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$15OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,952,897TotalRevAndExpnssAmt
Total Net Invst Incm$1,952,897TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$60,008CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,001CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$54,007CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$30,498OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$3,050OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$27,448OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,488LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$372LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$1,116LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$47,260AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,815AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$35,445AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$63,345OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$63,345OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,565TaxesRevAndExpnssAmt
Taxes Net Invst Incm$843TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$6,722TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,981TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$2,981TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$22,653OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,446OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$19,207OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$235,798TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$88,872TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$146,926TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,006,060ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,006,060ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,241,858TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$88,872TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,152,986TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$288,961ExcessRevenueOverExpensesAmt
Net Investment Income$1,864,025NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$681,182CashBOYAmt
Cash EOY$732,726CashEOYAmt
Cash EOYFMV$732,726CashEOYFMVAmt
Corporate Stock BOY$17,626,207CorporateStockBOYAmt
Corporate Stock EOY$18,692,743CorporateStockEOYAmt
Corporate Stock EOYFMV$18,692,743CorporateStockEOYFMVAmt
Corporate Bonds BOY$11,420,593CorporateBondsBOYAmt
Corporate Bonds EOY$11,746,748CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,746,748CorporateBondsEOYFMVAmt
Other Assets BOY$14,977OtherAssetsBOYAmt
Other Assets EOY$40,392OtherAssetsEOYAmt
Other Assets EOYFMV$40,392OtherAssetsEOYFMVAmt
Total Assets BOY$29,742,959TotalAssetsBOYAmt
Total Assets EOY$31,212,609TotalAssetsEOYAmt
Total Assets EOYFMV$31,212,609TotalAssetsEOYFMVAmt
Grants Payable EOY$15,000GrantsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$30,514,549CapitalStockBOYAmt
Capital Stock EOY$32,258,160CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$771,590RetainedEarningBOYAmt
Retained Earning EOY-$1,060,551RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$29,742,959TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,197,609TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,742,959TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,212,609TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,742,959TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$288,961ExcessRevenueOverExpensesAmt
Other Increases$1,777,445OtherIncreasesAmt
Subtotal$31,231,443SubtotalAmt
Other Decreases$33,834OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$31,197,609TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTIONS - CHARLES SCHWABP2024-12-312025-12-31$248,669$248,669$248,669
PUBLICLY TRADED SECURITIES - CHARLES SCHWABP2024-12-312025-12-31$4,397,977$830,540$830,540$3,567,437
PUBLICLY TRADED SECURITIES - JP MORGAN (A/C X4002P2024-12-312025-12-31$563,488$211,103$211,103$352,385
PUBLICLY TRADED SECURITIES - JP MORGAN (A/C X5009)P2024-12-312025-12-31$831,325-$53,548-$53,548$884,873
PUBLICLY TRADED SECURITIES - JP MORGAN (A/C X1007)P2024-12-312025-12-31$251,923$3,660$3,660$248,263
PUBLICLY TRADED SECURITIES - JP MORGAN (A/C X1007)P2024-12-312025-12-31$149,232$56,705$56,705$92,527
FieldValueIRS element (for citing)
Capital Gain Net Income$1,297,129CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,910InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25,910SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25,910TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$40,051EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$40,051TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$14,141OverpaymentAmt
Applied To ES Tax$14,141AppliedToESTaxAmt
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
Individual With BooksCAROL JAMES COLLINS FOUNDATIONIndividualWithBooksNm
Phone3106450113PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12444 WILSHIRE BLVD 406AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CATHLEEN C HESSION
11911 SAN VICENTE BLVD 320LOS ANGELESCA90049PRES, SEC, TREAS40.00$60,008$0$981
KELLY L COLLINS
11911 SAN VICENTE BLVD 320LOS ANGELESCA90049DIRECTOR1.00$0$0$500
MELISSA COLLINS GUDIM
11911 SAN VICENTE BLVD 320LOS ANGELESCA90049DIRECTOR1.00$0$0$500
MELANIE BUSWELL
11911 SAN VICENTE BLVD 320LOS ANGELESCA90049DIRECTOR1.00$0$0$500
ALEXANDER GUDIM
11911 SAN VICENTE BLVD 320LOS ANGELESCA90049DIRECTOR1.00$0$0$0
TREVOR GUDIM
11911 SAN VICENTE BLVD 320LOS ANGELESCA90049DIRECTOR1.00$0$0$500
NATALIE HESSION
11911 SAN VICENTE BLVD 320LOS ANGELESCA90049DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$29,831,101AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$517,914AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$38,371FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,387,386TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$30,387,386AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$455,811CashDeemedCharitableAmt
Net Vl Noncharitable Assets$29,931,575NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,496,579MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,496,579MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,910TaxBasedOnInvestmentIncomeAmt
Total Tax$25,910TotalTaxAmt
Distributable Before Adj$1,470,669DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,470,669DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,470,669DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,152,986ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,152,986QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,470,669DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$16,815ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$147,674ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$109,102ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$138,362ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$234,885ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$646,838TotalExcessDistributionCyovAmt
Qualifying Distributions$2,152,986QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,470,669AppliedToCurrentYearAmt
Remaining Distri From Corpus$682,317RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,329,155TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$16,815ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,312,340ExcessDistriCyovToNextYrAmt
Excess From Year4$147,674ExcessFromYear4Amt
Excess From Year3$109,102ExcessFromYear3Amt
Excess From Year2$138,362ExcessFromYear2Amt
Excess From Year1$234,885ExcessFromYear1Amt
Excess From Current Year$682,317ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCATHLEEN C HESSIONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
826LA
1714 W Sunset BlvdLos AngelesCA90026N/APCGeneral operating support$40,000
A Place Called Home
2830 South Central AveLos AngelesCA90011N/APCGeneral operating support$40,000
Alliance College-Ready Public Schools
PO Box 86609Los AngelesCA90086N/APCGeneral operating support$45,000
Angel City Chorale
PO Box 642118Los AngelesCA90064N/APCGeneral operating support$2,000
Boys & Girls Club of the LA Harbor
1200 S Cabrillo AveSan PedroCA90731N/APCGeneral operating support$41,000
Boys & Girls Club of W San Gabriel Valley and Eastside
328 South Ramona AvenueMonterey ParkCA91754N/APCTo support Power Hour$30,000
Boys & Girls Clubs of Metro Los Angeles
5029 Vermont AvenueLos AngelesCA90037N/APCGeneral operating support$185,000
California Restaurant Association Educational Foundation
621 Capitol Mall Suite 2000SacramentoCA95814N/APCTo support ProStart Program at High Schools$15,000
California YMCA Youth & Government
4301 W 3rd StreetLos AngelesCA90020N/APCGeneral operating support, matching$1,000
Challenged Athletes Foundation
9591 Waples StSan DiegoCA92121N/APCGeneral operating support$10,000
Collins & Katz Family YMCA
1466 South Westgate AvenueLos AngelesCA90025N/APCGeneral Operating Support$162,000
Communities in Schools of Los Angeles
7381 La Tijera Blvd Suite 451545Los AngelesCA90045N/APCGeneral Operating Support$40,000
Crystal Cove Conservancy
5 Crystal CoveNewport CoastCA92657N/APCGeneral Operating Support$3,000
Da Vinci Schools
201 N Douglas StEl SegundoCA90245N/APCTo support LifeLaunch Project$35,000
Decorative Arts Society
300 Newport Center DriveNewport BeachCA92660N/APCGeneral Operating Support$3,000
Discovery Cube Los Angeles
11800 Foothill BoulevardSylmarCA91342N/APCGeneral Operating Support$50,000
Educators for Excellence-Los Angeles
80 Pine Street 28th FloorNew YorkNY10005N/APCGeneral Operating Support$35,000
First Graduate
594 Howard StreetSan FranciscoCA94105N/APCGeneral Operating Support$45,500
Fringe Benefits
2669 1/4 Waverly DriveLos AngelesCA90039N/APCGeneral operating support$15,000
Get Lit-Words Ignite Inc
672 S La Fayette Park Place 10Los AngelesCA90057N/APCGeneral operating support$40,000
Homeboy Industries
130 W Bruno StreetLos AngelesCA90012N/APCTo support Youth Re-entry Programs$35,000
LA County Department of Arts and Culture
PO Box 86001Los AngelesCA90086N/APCGeneral operating support$35,000
LA Promise Fund
1933 S Broadway Street Suite 1108Los AngelesCA90007N/APCSupport culinary arts program$42,500
Mar Vista Family Center
5075 South Slauson AvenueCulver CityCA90230N/APCSupport By Youth For Youth program$30,000
Marlborough School
250 South Rossmore AveLos AngelesCA90004N/APCGeneral operating support$4,000
Minds Matter of Los Angeles Inc
19360 Rinaldi Street Suite 715Los AngelesCA90004N/APCGeneral operating support$15,000
Mount St Mary's University
10 Chester PlaceLos AngelesCA90007N/APCSupport Community Amassador Program$15,000
New Earth Organization
12100 W Washington BlvdLos AngelesCA90066N/APCGeneral operating support$30,000
One Voice
1228 15th Street Suite CSanta MonicaCA90404N/APCTo support College Scholars program$25,000
PF Bresee Foundation
184 S Bimini PlaceLos AngelesCA90004N/APCGeneral operating support$30,000
PS Arts
2121 Temple StreetLos AngelesCA90026N/APCGeneral operating support$40,000
Para Los Ninos
5000 Hollywood BoulevardLos AngelesCA90027N/APCGeneral operating support$57,500
Peer Health Exchange
1423 Broadway 1059OaklandCA94612N/APCTo support PHE LA$30,000
Ready to Succeed
1514 17th StreetSanta MonicaCA90404N/APCGeneral operating support$50,000
Southern California Grantmakers
1000 North Alameda Street Suite 230Los AngelesCA90012N/APCGeneral operating support, center for strategic partnership$25,000
Spirit Series Inc
605 San Vicente Blvd Suite 310Santa MonicaCA90402N/APCTo support So Cal School Scholarship Fund$38,060
Student Health Services Fund dba The LA trust for Children's Health
333 S Beaudry Avenue 29th FloorLos AngelesCA90017N/APCGeneral operating support$42,000
Students Run America dba Students Run LA
5252 Crebs AvenueTarzanaCA91356N/APCGeneral operating support$40,000
The M3nd Project
350 Forest Avenue 488Laguna BeachCA92651N/APCGeneral operating support$30,000
The SEED School of LA County
1990 South Bundy Drive Suite 340Los AngelesCA90025N/APCGeneral operating support$35,000
The Unusual Suspects Theatre Company
300 S Raymond Avenue Suite 9PasadenaCA91105N/APCGeneral operating support$35,000
United Friends of the Children
1055 Wilshire Blvd 1550Los AngelesCA90017N/APCGeneral operating support$40,000
Young Storytellers Foundation
923 E 3rd St 307Los AngelesCA90013N/APCGeneral operating support$25,000
A Window Between Worlds
1210 Fernside DrLa CanadaCA90291N/APCGeneral operating support$40,000
Bob Baker Marionette Theater
4949 York BlvdLos AngelesCA90042N/APCGeneral operating support$40,000
Boys & Girls Club of Northwest San Diego
533 Lomas Santa Fe DrSolana BeachCA92075N/APCGeneral operating support$8,000
Coalition For Humane Immigrants Rights
2533 West 3rd St 101Los AngelesCA90057N/APCGeneral Operating Support$2,500
Coro Southern California
1000 North Alameda Street 240Los AngelesCA90012N/APCGeneral Operating Support$5,000
Heart of Los Angeles Youth
2701 Wilshire Blvd Suite 100Los AngelesCA90057N/APCGeneral operating support$50,000
Immigrant Defenders Law Center
634 Spring StLos AngelesCA90014N/APCGeneral operating support$2,500
Inner City Youth Orchestra of LA
6820 La Tijera Blvd Suite 108Los AngelesCA90045N/APCGeneral operating support$30,000
LA Pship for Early Childhood Investment
2355 Westwood Blvd 114Los AngelesCA90064N/APCGeneral operating support$20,000
National Center For Family Philanthropy
1101 Connecticut Ave NW Suite 220WashingtonDC20036N/APCGeneral operating support$1,000
New Village Charter School Inc
147 N Occidental BlvdLos AngelesCA90026N/APCGeneral operating support$30,000
Our Children LA
2219 Main Street Unit 468Santa MonicaCA90272N/APCGeneral operating support$18,000
Sherman Gardens
2647 E Coast HwyCorona del MarCA92625N/APCGeneral operating support$2,500
The 30 Birds Foundation
c/o Justin Hefter 2000 BroadwaySan FranciscoCA94115N/APCGeneral operating support$42,500Street 903
The Change Reaction
15301 Ventura Blvd Ste B570Sherman OaksCA91403N/APCGeneral operating support$50,000
The Westminster Community Playhouse
7272 Maple StWestminsterCA92683N/APCGeneral operating support$5,000
Two Bit Circus Foundation
634 Mateo StLos AngelesCA90021N/APCGeneral operating support$22,500
Vision to Learn
12100 Wilshire Blvd Suite 1275Los AngelesCA90049N/APCGeneral operating support$20,000
Los Angeles Youth Network
1857 Taft AvenueHollywoodCA90028N/APCGeneral operating support$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,006,060TotalGrantOrContriPdDurYrAmt
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$353ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$655,400ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,297,129ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,952,897ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,952,897TotalIncomeProducingActyAmt

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)
CategoryEUGENE LEWIS AND ASSOCIATESCategoryTxt
Amt$47,260Amt
Net Investment Income$11,815NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$35,445DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Payden Strategic Income Fund$895,502$895,502
Payden Core Bond Fund$5,931,119$5,931,119
JP Morgan Fixed Income$2,254,854$2,254,854
IShares 10-20 Year Treasuries$993,828$993,828
IShares 1-5 Year Corp Bonds$673,170$673,170
Invesco NASDAQ 100$998,275$998,275

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Payden Value Leaders Fund$4,883,665$4,883,665
Schwab S&P 500 Index Fund$3,672,765$3,672,765
IShares S&P 500 Growth$3,997,953$3,997,953
JP Morgan Equities$6,138,360$6,138,360

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLISA PIERSON WEINBERGER, PCCategoryTxt
Legal Fees$1,488LegalFeesAmt
Net Investment Income$372NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,116DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PREPAID EXCISE TAXES$14,977$40,051$40,051
PAYROLL TAXES$0$341$341

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
EXCISE TAXES$33,654
NONDEDUCTIBLE PENALTY - 2024$180

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$908$0$0$908
PAYROLL PROCESSING$2,568$257$0$2,311
OFFICE EXPENSES$12,936$68$0$12,868
INSURANCE EXPENSE$2,250$1,125$0$1,125
DUES AND SUBSCRIPTIONS$3,941$1,971$0$1,970
BANK FEES$50$25$0$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescJP MORGAN X0969Desc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Net Investment Income$15NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAINS$1,777,348
PRIOR PERIOD ADJ$97

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
J.P. MORGAN$41,715$41,715$0$0
SCHWAB$21,630$21,630$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$7,469$747$0$6,722
FOREIGN TAXES$96$96$0$0

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