Civic Intelligence

The California Endowment

990PF • Fiscal year 2016 • EIN 95-4523232

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 08, 2017

Organization Profile

View Organization Page

1000 N Alameda StreetLos Angeles, CA 90012

(213) 928-8800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.02x

Higher debt load relative to assets than 8% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.42x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

Net Margin

6th percentile

-20%

Higher net margin than 6% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

Top Officer Pay

53rd percentile

$1,435,123

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2016 filings • $1B+ nonprofits • Source year 2016

Asset Growth

6th percentile

-7.5%

Faster asset growth than 6% of similar nonprofits.

2016 filings • $1B+ nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-1.0%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • $1B+ nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$3,485,456,009

Down $282,986,338 (-7.5%) from 2015

Net Assets

Down

$3,401,677,576

Down $296,530,191 (-8.0%) from 2015

Liabilities

Up

$83,778,433

Up $13,543,853 (+19%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin6th percentile

Revenue

Down

$201,134,072

Down $2,053,082 (-1.0%) from 2015

Expenses

Up

$241,525,900

Up $18,095,305 (+8.1%) from 2015

Net Income

Down

-$40,391,828

Down $20,148,387 (-100%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0B$4.0B$2.0B$0Assets 2010: $3,622,153,403Liabilities 2010: $523,406,242Net Assets 2010: $3,098,747,1612010Assets 2011: $3,745,324,056Liabilities 2011: $350,800,3832011Assets 2012: $3,660,548,295Liabilities 2012: $371,009,268Net Assets 2012: $3,289,539,0272012Assets 2013: $3,562,148,280Liabilities 2013: $169,632,609Net Assets 2013: $3,392,515,6712013Assets 2014: $3,668,459,217Liabilities 2014: $99,301,518Net Assets 2014: $3,569,157,6992014Assets 2015: $3,768,442,347Liabilities 2015: $70,234,580Net Assets 2015: $3,698,207,7672015Assets 2016: $3,485,456,009Liabilities 2016: $83,778,433Net Assets 2016: $3,401,677,5762016Assets 2017: $3,667,124,129Liabilities 2017: $63,577,009Net Assets 2017: $3,603,547,1202017Assets 2018: $3,828,720,064Liabilities 2018: $96,508,377Net Assets 2018: $3,732,211,6872018Assets 2019: $3,809,575,079Liabilities 2019: $114,432,893Net Assets 2019: $3,695,142,1862019Assets 2020: $3,446,801,045Liabilities 2020: $116,280,419Net Assets 2020: $3,330,520,6262020Assets 2021: $4,652,654,328Liabilities 2021: $354,613,320Net Assets 2021: $4,298,041,0082021Assets 2022: $4,754,305,382Liabilities 2022: $332,540,305Net Assets 2022: $4,421,765,0772022Assets 2023: $4,318,845,356Liabilities 2023: $530,501,706Net Assets 2023: $3,788,343,6502023Assets 2024: $4,457,765,886Liabilities 2024: $504,208,666Net Assets 2024: $3,953,557,2202024

Highlighted filing

2016

Assets$3,485,456,009
Liabilities$83,778,433
Net Assets$3,401,677,576
Open 2016 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0-$200MExpenses 2010: $134,818,2802010Revenue 2011: $248,421,901Expenses 2011: $246,856,045Net Income 2011: $1,565,8562011Expenses 2012: $164,971,0492012Expenses 2013: $218,310,2762013Revenue 2014: $209,398,948Expenses 2014: $294,487,859Net Income 2014: -$85,088,9112014Revenue 2015: $203,187,154Expenses 2015: $223,430,595Net Income 2015: -$20,243,4412015Revenue 2016: $201,134,072Expenses 2016: $241,525,900Net Income 2016: -$40,391,8282016Revenue 2017: $193,737,732Expenses 2017: $213,601,509Net Income 2017: -$19,863,7772017Revenue 2018: $256,072,792Expenses 2018: $242,732,935Net Income 2018: $13,339,8572018Revenue 2019: $235,234,519Expenses 2019: $231,645,041Net Income 2019: $3,589,4782019Revenue 2020: $280,955,609Expenses 2020: $203,337,541Net Income 2020: $77,618,0682020Revenue 2021: $306,332,660Expenses 2021: $215,488,654Net Income 2021: $90,844,0062021Revenue 2022: $461,745,846Expenses 2022: $212,888,822Net Income 2022: $248,857,0242022Revenue 2023: $361,897,588Expenses 2023: $417,921,219Net Income 2023: -$56,023,6312023Revenue 2024: $145,223,990Expenses 2024: $182,567,426Net Income 2024: -$37,343,4362024

Highlighted filing

2016

Revenue$201,134,072
Expenses$241,525,900
Net Income-$40,391,828
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 8, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH WERNIGChief Investment OfficerFT$1,375,993$59,130$1,435,123
ROBERT K ROSSPresident & CEOFT$731,530$89,211$820,741
MARTHA JIMENEZExecutive VP & Legal CounselFT$363,403$55,918$419,321
DAN DELEONVice President & CFOFT$337,588$66,654$404,242
CELIA LOMBARDCorporate SecretaryFT$146,335$43,996$190,331
JANE GARCIADir, Board Chair-$50,500-$50,500
ZACHARY GUEVARADirector, Vice Chair-$37,000-$37,000
KATE KENDELLDirector-$35,500$678$36,178
SHAN CRETINDirector-$34,500-$34,500
CHRISTINA KAZHEDirector-$34,500-$34,500
STEPHEN BENNETTDirector-$34,000-$34,000
WALTER L BUSTERDirector-$32,500-$32,500
SHAWN GINWRIGHTDirector-$31,000$228$31,228
MARTA MCKENZIEDirector (As Of 05/2015)-$30,000$1,204$31,204
ADRIENNE Y CROWEDirector-$31,000-$31,000
WINSTON WONGDirector-$31,000-$31,000
MINERVA CARCANODirector (As Of 5/2015)-$30,000$828$30,828
STEVEN PONTELLDirector-$30,500$150$30,650
HECTOR FLORESDirector-$30,500-$30,500
C DEAN GERMANODirector (Through 5/2015)-$500-$500
RUSSELL GOULDDirector (Through 5/2015)-$0--
Filing and Contact Details

Filer

Filer Name
The California Endowment
EIN
95-4523232
In Care Of
% DAN DELEON
Phone
2139288800
Address
1000 N ALAMEDA STREET, LOS ANGELES, CA 90012

Signing Officer

Name
Dan Deleon
Title
Vice President & CFO
Phone
2139288800
Signed
2017-02-08
Discuss with paid preparer
Yes

Preparer

Firm
PricewaterhouseCoopers LLP
Address
600 13TH STREET NW 1000, WASHINGTON, DC 20005
Preparer
Marcia K Krause
Phone
2024141000
Raw XML AppendixShowing 400 of 19,658 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt8Arvin Union School District
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt9California Association of Public Hospita
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt10California Association of Public Hospita
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt11California Teachers Association
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt262015-02-09
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt272014-02-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0Building Health Advocacy Capacity To increase the effectiveness of residents in
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1Increasing Support for Immigrant Access to Health To support immigrant health care access in Or
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2Strengthening Health Advocacy Through a Results-Ba To support gathering and dissemination of dat
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3Improving Community Health Through Civic Leadershi To strengthen the leadership capacity of resi
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4Supporting Positive School Discipline for Improved To build the capacity of school administrator
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5Facilities Planning for Student Health and Academi To support the development of a strategic fac
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6Healthy and Active Kids, Ready to Learn To improve student health and decrease classr
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7Parent Partners for Improved School and Community To develop leaders among school district pare
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8Supporting Parent Partners in Health and Education To strengthen the leadership and advocacy cap
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9Implementing Health Homes in California's Public H To support health home and Affordable Care Ac
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10Implementing Health Homes in California's Public H To support health home and Medi-Cal federal w
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt11Positive School Discipline and Student Social-Emot To train teachers on best practices and polic
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt12Improving Health Care Policy Making To support professional development, increase
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt13Facilitating Discussion on Issues Facing the Healt To support a convening of health policy, deli
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt14Moving Health Care Upstream To train health care providers in California
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt15Affordable Care Act Longitudinal Survey and Journa To conduct research and issue policy reports
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt16Strengthening Community Health in California Throu To assist foundations in examining organizati
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt17Vida en el Valle - Health Reporting on Issues Impa To support bilingual reporting on health and
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt18Increasing Opportunities for Safe Exercise Through To support the design, construction and marke
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt19Evaluation of the California FreshWorks Fund - Exp To assess the impact of a public-private part
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt20Evaluation of the California FreshWorks Fund - Exp To assess the impact of a public-private part
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt21City Heights School Wellness Council Project To support the continued development and repl
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt22City Heights School Wellness Council Project To support the continued development and repl
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt23City Heights School Wellness Council Project To support the continued development and faci
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt24Supporting Health and Well-Being Through Affordabl To support a housing design competition that
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt25Building Public Awareness of Poverty's Impact on H To support the production of a series of tele
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt26Improving Health Access Through a New Mobile Unit To expand access to health care for low-incom
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt27Supporting Community Health Career Ladder Programs To provide consultation and technical assista
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0309 North Rampart Street Suite A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1309 North Rampart Street Suite A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt2309 North Rampart Street Suite A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt3309 North Rampart Street Suite A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt4737 Bear Mountain Boulevard
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt5737 Bear Mountain Boulevard
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt6737 Bear Mountain Boulevard
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt7737 Bear Mountain Boulevard
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt8737 Bear Mountain Boulevard
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt970 Washington Street Suite 215
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1070 Washington Street Suite 215
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt11PO Box 921
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt121107 9th Street Suite 500
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt13One Letterman Drive BLDG D Suite
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt144162 Farmdale Avenue
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt152400 Sand Hill Road
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt16PO Box 4565
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt172100 Q Street PO Box 15779
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt18777 South Mission Road
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt191222 Preservation Park Way
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt201222 Preservation Park Way
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt216523 Eldridge Street
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt226523 Eldridge Street
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt236523 Eldridge Street
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt243 MacArthur Place Suite 1100
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt254434 Crenshaw Boulevard
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt267625 East Avenue
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt271330 Beacon Street Suite 355
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0Orange
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1Orange
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2Orange
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3Orange
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm4Arvin
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm5Arvin
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm6Arvin
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm7Arvin
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm8Arvin
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm9Oakland
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm10Oakland
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm11Burlingame
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm12Sacramento
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm13San Francisco
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm14Studio City
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm15Menlo Park
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm16New York
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm17Sacramento
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm18Los Angeles
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm19Oakland
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm20Oakland
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm21San Diego
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm22San Diego
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm23San Diego
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm24Santa Ana
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm25Los Angeles
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm26Fontana
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm27Brookline
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd2CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd4CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd5CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd6CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd7CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd8CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd9CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd10CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd11CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd12CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd13CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd14CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd15CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd16NY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd17CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd18CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd19CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd20CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd21CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd22CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd23CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd24CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd25CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd26CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd27MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd092868
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd192868
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd292868
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd392868
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd493203
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd593203
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd693203
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd793203
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd893203
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd994607
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1094607
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1194011
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1295814
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1394129
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1491604
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1594025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1610163
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1795852
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1890023
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1994612
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd2094612
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd2192120
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd2292120
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd2392120
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd2492707
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd2590043
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd2692336
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd2702446
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0TABLE OF CONTENTS
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART II, LINE 10B: INVESTMENTS - CORPORATE STOCK
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART II, LINE 10C: INVESTMENTS - CORPORATE BONDS
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3FORM 990-PF, PART II, LINE 13: INVESTMENTS - OTHER
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc4FORM 990-PF, PART II, LINE 14 & FORM 990-PF, PART I, LINE 19: DEPRECIATION
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc5FORM 990-PF, PART IX-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0TABLE OF CONTENTS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1FORM 990-PF, PART II, LINE 10B: INVESTMENTS - CORPORATE STOCK
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2FORM 990-PF, PART II, LINE 10C: INVESTMENTS - CORPORATE BONDS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt3FORM 990-PF, PART II, LINE 13: INVESTMENTS - OTHER
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt4FORM 990-PF, PART II, LINE 14 & FORM 990-PF, PART I, LINE 19: DEPRECIATION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt5FORM 990-PF, PART IX-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FORM 990-PF, PAGES 1-543 SECTION PAGE NUMBER(S) PART II - BALANCE SHEET CORPORATE STOCK DETAIL 21-29 PART II - BALANCE SHEET CORPORATE BOND DETAIL 30-34 PART II - BALANCE SHEET OTHER INVESTMENT DETAIL 35-38 PART II - BALANCE SHEET DEPRECIATION DETAIL 39 PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES 40-42 PART I - OTHER INCOME 43 PART I - LEGAL FEES 44 PART I - ACCOUNTING FEES 45 PART I - OTHER PROFESSIONAL FEES 46 PART I - OTHER EXPENSES 47 PART II - U.S. AND STATE OBLIGATIONS 48 PART II - CORPORATE STOCK 49 PART II - CORPORATE BONDS 50 PART II - OTHER INVESTMENTS 51 PART II - OTHER ASSETS 52 PART II - OTHER LIABILITIES 53 PART III - OTHER DEC. IN NET WORTH/FUND BALANCES 54 PART VIII-B - EXPENDITURE RESPONSIBILITY STATEMENT 55-62 PART VIII - LIST OF OFFICERS, DIRECTORS & TRUSTEES 63-66 PART VIII - COMP OF THE 5 HIGHEST PAID EMPLOYEES 67 SECTION PAGE NUMBER(S) PART VIII - COMP OF THE 5 HIGHEST PAID PROFESSIONALS 68 PART XV - GRANTS & CONTRIBUTIONS PAID 69-470 PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT 471-540 PART XVI-A - ANALYSIS OF OTHER REVENUE 541 FORM 2220 - UNDERPAYMENT OF EST TAX BY CORPORATIONS 542-543
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1DESCRIPTION ENDING BOOK VALUE/FMV INTERNATIONAL CONTAINER TERMIN 11,277 BANK TABUNGAN PENSIUNAN NASION 11,910 BANCOLOMBIA SA 12,590 TRAVELSKY TECHNOLOGY LTD 13,099 PLATINUM GROUP METALS LTD NO PAR 14,074 GENOMMA LAB INTERNACIONAL SAB 15,591 KASIKORNBANK PCL 15,918 GAOLING FUND LP CL A (SS7) SUB CLASS U SERIES 71 18,817 ORASCOM CONSTRUCTION LTD 18,971 FCMB GROUP PLC 20,951 GAOLING FUND LP CL A (SS19)SUB CLASS U 21,105 GLOBAL PORTS INVESTMENTS PLC GDR 21,206 CAPEVIN HOLDINGS LTD 22,825 GENTERA SAB DE CV 23,581 BANCOLOMBIA SA ADR 26,934 PICK N PAY HOLDINGS LTD 27,148 HILLHOUSE GAOLING FUND LP CL A (SS8)SUB CL U SER 71 31,448 LAFARGE MALAYSIA BHD 33,054 HEINEKEN HOLDING NV 33,292 GAOLING FUND LP CL A (SS13) SUB CLASS U 35,735 ARABIAN FOOD INDUSTRIES CO DOM 38,230 RAMAYANA LESTARI SENTOSA TBK P 39,066 GLOBAL PORTS INVESTMENTS PLC GDR 40,100 RUMO LOGISTICA OPERADORA MULTI 41,300 CIE FINANCIERE RICHEMONT SA 43,665 EMBOTELLADORA ANDINA SA 45,201 GAM HOLDING AG 47,129 ULTRAPAR PARTICIPACOES SA ADR 47,159 GAOLING FUND LP CL A (SS12) SUB CLASS U 55,941 GAOLING FUND LP CL A (SS23)SUB CLASS U 58,471 QIWI PLC ADR 59,467 UNITED BANK FOR AFRICA PLC 61,645 COCA-COLA ICECEK AS 61,714 INDRAPRASTHA GAS LTD 69,662 TOTVS SA 81,354 QINHUANGDAO PORT CO LTD 83,736 7-ELEVEN MALAYSIA HOLDINGS BHD 91,898 CHINA FOODS LTD 107,192 EMBOTELLADORA ANDINA SA 111,070 TELESITES SAB DE CV 111,606 CIA BRASILEIRA DE DISTRIBUICAO ADR 113,297 AIXTRON SE 114,339 DISTELL GROUP LTD 119,234 WEST CHINA CEMENT LTD 120,122 ODONTOPREV SA 120,305 GAOLING FUND LP CL A (SS17) SUB CLASS U 120,321 DEUTSCHE BANK AG CALL WTS 13-SEP-2016 (ALMARAI CO) 121,534 GAOLING FUND LP CL A (SS16) SUB CLASS U 125,870 CCR SA 131,800 ATTIJARIWAFA BANK 132,971 CORP MOCTEZUMA SAB DE CV 142,938 DISCOVERY LTD 144,696 WESTPORTS HOLDINGS BHD 151,301 LINX SA 160,972 GAOLING FUND LP CL A (SS11) SUB CLASS U SERIES 71 165,822 SAFARICOM LTD 166,400 HSBC BANK 0% ELN SNR 22-JAN-2018 USD15.06 169,384 EMBOTELLADORA ANDINA SA ADR 169,437 MOSCOW EXCHANGE MICEX-RTS PJSC 179,525 BTG PACTUAL GROUP 179,656 TOREX GOLD RESOURCES INC 181,379 ITAU UNIBANCO HOLDING SA 193,742 KOSMOS ENERGY LTD 193,887 BANGKOK DUSIT MEDICAL SERVICES 196,455 VIENNA INSURANCE GROUP AG WIEN 196,844 NESTLE NIGERIA PLC 197,380 OPAP SA 199,962 CENTRAL PATTANA PCL 201,387 BANK OF THE PHILIPPINE ISLANDS 203,192 GUARANTY TRUST BANK PLC GDR 220,274 CP ALL PCL 225,239 SAMSUNG SDI CO LTD 227,503 ALIOR BANK SA 229,077 AMERICA MOVIL SAB DE CV 233,727 E-MART INC 236,026 SOCIETE FRIGORIFIQUE ET BRASSE 238,446 NOVOLIPETSK STEEL PJSC GDR 238,813 GUARANTY TRUST BANK PLC 250,897 FUYAO GLASS INDUSTRY GROUP CO 251,535 BANCO SANTANDER BRASIL SA ADR 261,377 ROBINSON DEPARTMENT STORE PCL 263,248 GIM GLOBAL EQUITY INVESTMENT LP 268,562 LIBERTY GLOBAL PLC LILAC 269,365 OCI NV 274,347 BIG C SUPERCENTER PCL 285,618 DABUR INDIA LTD 288,163 TERNIUM SA ADR 294,782 ITAUSA - INVESTIMENTOS ITAU SA 298,726 ANGLO AMERICAN PLC 307,867 ULKER BISKUVI SANAYI AS 308,352 CHINA OILFIELD SERVICES LTD 314,073 CIA BRASILEIRA DE DISTRIBUICAO 321,127 EQUITY GROUP HOLDINGS LTD/KENY 323,299 SEMEN INDONESIA PERSERO TBK PT 324,399 YAPI VE KREDI BANKASI AS 326,027 TSINGTAO BREWERY CO LTD 341,711 PICK N PAY STORES LTD 345,207 CHINA RESOURCES BEER HOLDINGS 348,797 BANCO DO BRASIL SA 353,673 QUALICORP SA 359,163 GRUPO FINANCIERO INBURSA SAB D 360,880 BANCOLOMBIA SA 363,533 ITAU UNIBANCO HOLDING SA ADR 365,994 TMB BANK PCL 366,860 FIRST CASH FINANCIAL SERVICES 368,480 BHP BILLITON LTD ADR 368,687 TRACTEBEL ENERGIA SA 373,600 GAOLING FUND LP CL A (SS21)SUB CLASS U 384,733 BANCO SANTANDER CHILE ADR 385,220 ULTRAPAR PARTICIPACOES SA 388,886 CREDIT SUISSE GROUP AG ADR 404,259 HSBC HOLDINGS PLC 405,805 STANDARD BANK GROUP LTD 406,979 JERONIMO MARTINS SGPS SA 407,325 NIGERIAN BREWERIES PLC 417,081 KASIKORNBANK PCL 418,485 OTP BANK PLC 425,450 AUTO TRADER GROUP PLC 430,511 AAC TECHNOLOGIES HOLDINGS INC 450,169 ROYAL DUTCH SHELL PLC A SHS 462,601 DONALDSON CO INC 463,110 BANCOLOMBIA SA ADR 464,369 INDOFOO
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2DESCRIPTION ENDING BOOK VALUE/FMV TPC GROUP INC 144A 68,600 FIRST FRANKLIN MORTGAG FF1 2A4 88,049 GREENPOINT MORTGAGE F AR1 1A1A 97,377 JACKSON NATIONAL LIFE INS 144A 133,016 PROSIGHT GLOBAL INC GTD SR NT 156,375 MAGELLAN MIDSTREAM PARTNERS LP 162,215 CARECORE NATIONAL 2/14 TL 174,194 AMERICAN STOCK TRANSFER 6/13 184,130 ACOSTA 4/15 TLB1 194,192 AVAYA INC 144A 212,625 STRUCTURED ASSET SECURI BC1 A4 217,223 HESS CORP 219,740 HIGHLAND PARK CDO I 1A A1 144A 229,053 CENT CLO 21 LTD 21A B 144A 237,158 GLOBALLOGIC 12/13 TLB 239,488 FIGUEROA CLO 2013-1 1A B 144A 240,006 VENTURE XIV CLO LTD 14A C 144A 240,747 GREAT LAKES CLO 2014 1A C 144A 240,839 GREENPOINT MORTGAGE FUN HE4 M1 250,289 MORGAN STANLEY RE-R R5 4B 144A 254,723 CADENCE BANK NA 258,750 DELTEK 6/15 TL 284,943 FNMA POOL #0AN0411 286,637 FNMA POOL #0AN0423 291,437 ASPECT SOLFWARE 5/10 TLB 292,675 LIGHTOWER 4/13 TL 292,978 HUSKY ENERGY INC 298,890 SBM BALEIA AZUL S A R L 299,230 GSAA HOME EQUITY TRUST 20 7 A4 323,971 CASTLELAKE AIRCRAFT S 1 B 144A 332,354 ALM XIV LTD 14A B 144A 338,331 SOLERA 2/16 (USD) COV-LITE TLB 348,936 GULFSTREAM NATURAL GAS SY 144A 352,339 SPRINT COMMUNICATIONS INC 144A 366,625 FNMA POOL #0AN0517 370,633 ACIS CLO 2013-2 LTD 2A C2 144A 371,990 NOMURA RESECURITIZAT 1R A 144A 397,540 BHP BILLITON FINANCE USA 144A 400,000 EMERALD AVIATION FINA 1 B 144A 403,573 EQT CORP 406,721 LIME STREET CLO LTD 1A D 144A 413,045 LANDESK SOFTWARE 2/14 TL 427,825 TICC CLO 2012-1 LLC 1A C1 144A 448,155 CEVA GROUP PLC 144A 458,563 NEWSTAR COMMERCIAL L 1A C 144A 462,088 NEWSTAR ARLINGTON S 1A C1 144A 472,335 CAPMARK MILITARY H ROBS A 144A 477,352 GARRISON FUNDING 20 2A A2 144A 481,933 DRYDEN XXIII SENIO 23A BR 144A 482,684 MISYS 6/12 (USD) TL 485,675 GOLUB CAPITAL PARTN 17A B 144A 486,161 FORTRESS CREDIT OPPO 3A C 144A 487,095 FORTRESS CREDIT OPP 3A B1 144A 487,365 HSBC BANK PLC WTS EXP 31-JUL-2017 488,463 LA QUINTA 2/14 COV-LITE TLB 490,415 GALLATIN CLO VII 201 1A C 144A 491,889 CIC RECEIVABLES MASTER TRUST 495,450 PETSMART 5/15 COV-LITE TLB 497,625 SPRINT COMMUNICATIONS INC 144A 500,000 DYNAGAS LNG PARTNERS LP / DYNA 502,500 AVAYA 5/15 B7 TLB 507,446 ICAHN ENTERPRISES LP / ICAHN E 510,563 WYNN LAS VEGAS LLC / WYNN 144A 518,375 BON SECOURS CHARITY HEALTH SYS 520,580 BAUER PERFORMANCE 4/14 TLB 525,700 ACC GROUP HOUSING LLC 144A 532,890 CENTRAL GARDEN & PET CO 572,000 CORPORATE CAPITAL 5/14 TLB 579,180 ARCTIC GLACIER 2/14 COV-LITE 590,259 DIVCORE CLO 2013-1 L 1A B 144A 590,806 HALCYON LOAN ADVISOR 2A D 144A 591,338 MCGRAW-HILL GLOBAL EDUCATION H 596,750 SRERS-2011 FUNDIN RS A1B1 144A 602,188 NSTAR REL CDO VIII LTD A-R NT 608,826 WYNDHAM WORLDWIDE CORP 630,414 ATLANTIC MARINE CORPS COM 144A 633,613 DISH DBS CORP 642,250 NEWSTAR COMMERCIAL L 1A D 144A 647,028 COMM 2016-787S MOR 787S A 144A 660,838 HYATT HOTELS CORP 678,249 FNMA GTD REMIC P/T 15-M15 A2 701,386 BANCO NACIONAL DE COMERCI 144A 704,900 ONEOK PARTNERS LP 714,458 REYNOLDS GROUP ISSUER INC / RE 724,500 MCF CLO I LLC 1A C 144A 728,531 FIRST DATA 7/14 (USD) 2018B TL 748,440 AMERICAN HOME MORTGAGE AS 1 A1 779,659 TRAVELPORT 9/14 TL 790,402 EASTLAND CLO LTD 1A A3 144A 792,991 FNMA POOL #0AY3503 798,898 CUSTOMERS BANK 144A 800,000 DEUTSCHE ALT-A SECURITI OA2 A1 804,657 PACIFIC NORTHWEST COMMUNI 144A 834,690 GSAA HOME EQUITY TRUST 2 14 A2 844,134 AMERICAN HOME MORTGAGE 4 1A11 855,729 GOLUB CAPITAL PARTN 21A B 144A 871,245 DIAMOND HEAD AVIATION 1 A 144A 873,614 BLACK DIAMOND CLO 20 1A B 144A 874,906 LSTAR SECURITIES INVE 3 A 144A 882,543 N-STAR REL CDO VIII 8A A2 144A 890,327 FNMA GTD REMIC P/T 16-M3 A2 890,628 AIM AVIATION FINANC 1A A1 144A 893,962 DRYDEN 37 SENIOR LO 37A Q 144A 895,290 APOLLO AVIATION SECURITIZA 1 B 895,711 HRG GROUP INC 896,410 HOSPITALITY PROPERTIES TRUST 904,041 TREMAN PARK CLO LT 1A COM 144A 906,472 BRAD 2014-1 A 144A 929,444 FNMA POOL #0AW5956 934,394 FORTRESS CREDIT OPPO 5A C 144A 938,630 GARANTI DIVERSIFIED A A1 REGS 940,433 GARRISON FUNDING 20 1A A2 144A 950,172 CORP FINANCIERA DE DESARR 144A 957,125 F
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3DESCRIPTION ENDING BOOK VALUE/FMV PRIVATE EQUITY FUND 101 1 PRIVATE EQUITY FUND 131 1 PRIVATE EQUITY FUND 144 1 PRIVATE EQUITY FUND 143 2,332 PRIVATE EQUITY FUND 141 14,693 REAL ASSETS 118 53,160 PRIVATE EQUITY FUND 134 97,774 PRIVATE EQUITY FUND 128 121,656 PRIVATE EQUITY FUND 154 162,942 HEDGE FUNDS 101 184,974 PRIVATE EQUITY FUND 126 299,974 PRIVATE EQUITY FUND 175 458,973 HEDGE FUNDS 103 520,721 PRIVATE EQUITY FUND 174 606,485 PRIVATE EQUITY FUND 140 664,150 PRIVATE EQUITY FUND 173 678,685 PRIVATE EQUITY FUND 133 755,801 REAL ESTATE FUND 110 993,414 PRIVATE EQUITY FUND 168 1,527,904 PRIVATE EQUITY FUND 172 1,563,466 HEDGE FUNDS 123 1,578,660 PRIVATE EQUITY FUND 146 1,616,003 PRIVATE EQUITY FUND 103 1,617,725 PRIVATE EQUITY FUND 114 1,697,287 PRIVATE EQUITY FUND 162 1,737,064 REAL ESTATE FUND 135 1,865,008 PRIVATE EQUITY FUND 171 1,958,849 PRIVATE EQUITY FUND 164 1,963,736 PRIVATE EQUITY FUND 127 2,035,783 PRIVATE EQUITY FUND 169 2,038,961 REAL ESTATE FUND 116 2,082,662 REAL ESTATE FUND 106 2,117,910 REAL ASSETS 116 2,316,541 REAL ESTATE FUND 109 2,396,951 REAL ESTATE FUND 107 2,443,043 REAL ESTATE FUND 103 2,447,600 PRIVATE EQUITY FUND 132 2,474,902 REAL ESTATE FUND 123 2,764,503 REAL ESTATE FUND 118 2,859,659 PRIVATE EQUITY FUND 160 3,105,248 PRIVATE EQUITY FUND 142 3,165,315 PRIVATE EQUITY FUND 170 3,389,203 REAL ASSETS 119 3,536,419 REAL ESTATE FUND 113 3,617,459 PRIVATE EQUITY FUND 108 3,624,823 PRIVATE EQUITY FUND 167 3,634,541 PRIVATE EQUITY FUND 147 3,779,639 REAL ESTATE FUND 130 3,809,298 REAL ASSETS 101 4,019,796 PRIVATE EQUITY FUND 148 4,182,585 PRIVATE EQUITY FUND 163 4,244,020 PRIVATE EQUITY FUND 124 4,277,185 REAL ASSETS 114 4,421,265 REAL ESTATE FUND 119 4,452,835 PRIVATE EQUITY FUND 125 4,628,864 REAL ESTATE FUND 115 4,724,591 PRIVATE EQUITY FUND 135 4,770,962 REAL ESTATE FUND 128 4,823,629 REAL ESTATE FUND 111 4,852,429 REAL ASSETS 115 4,870,852 REAL ESTATE FUND 104 4,988,300 REAL ASSETS 109 5,288,162 PRIVATE EQUITY FUND 166 5,322,379 HEDGE FUNDS 109 5,323,421 REAL ESTATE FUND 125 5,325,636 REAL ASSETS 104 5,361,453 PRIVATE EQUITY FUND 116 5,500,815 REAL ESTATE FUND 101 5,679,694 PRIVATE EQUITY FUND 165 5,738,140 REAL ASSETS 103 6,006,000 PRIVATE EQUITY FUND 119 6,037,578 PRIVATE EQUITY FUND 156 6,151,995 PRIVATE EQUITY FUND 159 6,160,460 HEDGE FUNDS 128 6,461,833 PRIVATE EQUITY FUND 138 6,687,845 REAL ESTATE FUND 132 6,899,406 PRIVATE EQUITY FUND 115 7,355,612 COMMINGLED FUND 103 7,379,990 REAL ESTATE FUND 127 8,045,591 PRIVATE EQUITY FUND 158 8,185,766 PRIVATE EQUITY FUND 161 8,210,994 PRIVATE EQUITY FUND 111 8,230,742 HEDGE FUNDS 126 8,516,818 REAL ESTATE FUND 124 8,528,559 PRIVATE EQUITY FUND 151 8,682,412 PRIVATE EQUITY FUND 129 8,840,376 PRIVATE EQUITY FUND 107 9,191,281 PRIVATE EQUITY FUND 145 9,206,754 PRIVATE EQUITY FUND 105 9,318,030 REAL ASSETS 107 9,372,042 PRIVATE EQUITY FUND 112 10,022,693 PRIVATE EQUITY FUND 102 10,038,111 REAL ESTATE FUND 108 10,133,955 PRIVATE EQUITY FUND 136 10,493,004 REAL ESTATE FUND 102 10,506,112 REAL ESTATE FUND 105 10,513,618 PRIVATE EQUITY FUND 109 10,526,742 PRIVATE EQUITY FUND 157 11,649,331 PRIVATE EQUITY FUND 110 11,961,868 PRIVATE EQUITY FUND 137 12,344,170 REAL ESTATE FUND 131 12,662,138 REAL ESTATE FUND 117 13,318,430 PRIVATE EQUITY FUND 130 13,452,010 REAL ASSETS 110 13,615,319 PRIVATE EQUITY FUND 117 13,625,478 REAL ASSETS 102 14,555,170 REAL ASSETS 112 14,846,285 PRIVATE EQUITY FUND 150 14,875,137 PRIVATE EQUITY FUND 155 14,973,001 REAL ESTATE FUND 122 15,157,829 REAL ASSETS 105 15,511,267 HEDGE FUNDS 129 15,516,987 PRIVATE EQUITY FUND 121 15,764,458 PRIVATE EQUITY FUND 118 15,842,085 HEDGE FUNDS 112 17,326,074 PRIVATE EQUITY FUND 152 17,610,107 PRIVATE EQUITY FUND 139 17,669,358 REAL ESTATE FUND 120 18,186,547 PRIVATE EQUITY FUND 104 18,361,206 REAL ASSETS 117 18,442,162 PRIVATE EQUITY FUND 120 18,848,802 REAL ESTATE FUND 129 19,410,258 REAL ASSETS 113 19,981,352 REAL ASSETS 106 20,282,811 HEDGE FUNDS 121 21,062,398 REAL ESTATE FUND 121 21,193,398 INVESTM
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt4----------------------------- ACCUMULATED BASIS DEPRECIATION ASSETS ---------- -------------- ----------- Land 23,598,998 - 23,598,998 Easement Improvements 374,276 187,409 186,867 Leasehold Improvements 1,762,676 1,745,516 17,160 Building 74,988,110 20,845,093 54,143,017 Software 720,575 695,360 25,215 Furnishings 6,359,306 5,532,068 827,238 Equipment 6,337,291 5,060,947 1,276,344 Facilities Truck 16,329 16,329 - CIP 5,506,692 - 5,506,692 ------------------------------------------ TOTAL 119,664,253 34,082,722 85,581,531 ========================================== FORM 990-PF, PART I, LINE 19 ---------------------------- DEPR. EXPENSE FOR THE YEAR ENDED MARCH 31, 2016: 2,334,904
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt5(1) CENTER FOR HEALTHY COMMUNITIES AT THE CALIFORNIA ENDOWMENT $4,151,685 THE CENTER FOR HEALTHY COMMUNITIES (THE CENTER) OFFERS A VARIETY OF PROGRAMS AND SERVICES THROUGHOUT CALIFORNIA, AS WELL AS A CONFERENCE CENTER, RESEARCH AND TRAINING FACILITIES IN DOWNTOWN LOS ANGELES. BY COMBINING ALL THESE RESOURCES IN ONE ACCESSIBLE LOCATION, THE CENTER AIMS TO BECOME THE PREMIER VENUE FOR ACTIVITIES ADDRESSING CALIFORNIAS HEALTH CHALLENGES, AND A LAUNCH PAD FOR COLLABORATIVE ACTION. THE CENTERS PROGRAMS TAKE PLACE IN LOS ANGELES AND IN THE ENDOWMENT'S REGIONAL OFFICES IN OAKLAND, SACRAMENTO, FRESNO AND SAN DIEGO, SERVING AS A RESOURCE FOR CONSTITUENCIES STATEWIDE, AND FOSTERING DEEPER ENGAGEMENT WITH COMMUNITIES THROUGHOUT CALIFORNIA TO ACHIEVE LONG-TERM, SUSTAINED CHANGE. THE CENTER TARGETS ITS EFFORTS IN TWO BROAD AREAS: STRENGTHENING THE NONPROFIT HEALTH SECTOR, AND ENGAGING THE COMMUNITY AND BUILDING COALITIONS. THE CENTER PROVIDES: - MEETING SPACES AVAILABLE FREE OF CHARGE, FOR QUALIFIED NONPROFIT ORGANIZATIONS WHOSE PROGRAMS ADVANCE THE CALIFORNIA ENDOWMENT'S MISSION TO EXPAND ACCESS TO AFFORDABLE, QUALITY HEALTH CARE FOR UNDERSERVED INDIVIDUALS AND COMMUNITIES, AND TO PROMOTE FUNDAMENTAL IMPROVEMENTS IN THE HEALTH STATUS OF ALL CALIFORNIANS. - PROFESSIONAL DEVELOPMENT AND TECHNICAL ASSISTANCE FOR THE ENDOWMENT'S GRANTEES, INCLUDING THE HEALTH EXCHANGE ACADEMY, A COMPREHENSIVE CURRICULUM OF IN-DEPTH TRAINING MODULES IN AREAS CRITICAL TO ACHIEVING SOCIAL CHANGE, SUCH AS ADVOCACY, COMMUNICATION AND EVALUATION. - ONLINE LEARNING COMMUNITY. - PUBLICATIONS INCLUDING CENTERSCENE. (2) CALIFORNIA HEALTH FOR ALL CAMPAIGN $910,590 THE CALIFORNIA ENDOWMENT ENGAGED THREE POINT MEDIA, LLC FOR "CALIFORNIA HEALTH FOR ALL" MEDIA CAMPAIGN, TO SUPPORT TELEVISION, RADIO, OUTDOOR, DIGITAL AND PRINT ADVERTISING BUYS IN CALIFORNIA THAT ADVANCE PUBLIC MESSAGING ON THE IMPORTANCE OF PROVIDING HEALTH COVERAGE TO ALL. SCOPE OF WORK: THREE POINT MEDIA CONDUCTED MEDIA BUYS ON BEHALF OF THE CALIFORNIA ENDOWMENT'S #HEALTH4ALL CAMPAIGN TO BRING HIGHLIGHT TO UNDOCUMENTED CALIFORNIANS' CONTINUED LACK OF ACCESS TO AFFORDABLE, QUALITY HEALTH CARE, DESPITE THEIR ECONOMIC CONTRIBUTION TO THE STATE. THIS MEDIA BUY SUPPORTED THIS MISSION THROUGH USING THE FOLLOWING TOOLS: -PURCHASED BROADCAST AND CABLE TELEVISION MEDIA IN SACRAMENTO, SAN DIEGO, FRESNO, BAKERSFIELD AND MONTEREY. -PURCHASED SPANISH AND ENGLISH RADIO MEDIA IN LOS ANGELES, RIVERSIDE, SAN BERNARDINO, SAN FRANCISCO AND SAN DIEGO. -PURCHASED PRINT MEDIA IN SACRAMENTO AND OAKLAND MARKETS. (3) HEALTH HAPPENS HERE CAMPAIGN $900,000 THE CALIFORNIA ENDOWMENT ENGAGED M. ENTERTAINMENT FOR THE "HEALTH HAPPENS HERE" COMMUNICATIONS CAMPAIGN TO SUPPORT TELEVISION, RADIO, OUTDOOR, DIGITAL AND PRINT MEDIA BUYS, AS WELL AS TO SUPPORT MEDIA PRODUCTION FOR EDUCATION CAMPAIGNS AND RAPID RESPONSE COMMUNICATIONS NEEDS TO INFORM CALIFORNIANS ABOUT ISSUES THAT IMPACT COMMUNITY HEALTH, SO AS TO CONNECT THEM TO THE CALIFORNIA ENDOWMENT'S ACTION NETWORKS AND TO IMPROVE THE HEALTH OF CALIFORNIA'S UNDERSERVED COMMUNITIES. SCOPE OF WORK: M. ENTERTAINMENT CONDUCTED MEDIA BUYS ON BEHALF OF THE CALIFORNIA ENDOWMENT'S "HEALTH HAPPENS HERE" CAMPAIGN THAT IMPACTS PUBLIC HEALTH AND CONNECTS CALIFORNIANS TO THE ENDOWMENT'S ACTION NETWORK. -PURCHASED TELEVISION, RADIO, OUTDOOR, DIGITAL AND PRINT MEDIA IN MARKETS IN CALIFORNIA. -PRODUCED CAMPAIGN CREATIVE INCLUDING FOR DIGITAL, PRINT, AUDIO AND VISUAL MEDIUMS; SERVICES INCLUDED CREATIVE DESIGN, FILMING AND EDITING. (4) HEALTH FOR ALL MEDIA PLACEMENT AND PRODUCTION $900,000 THE CALIFORNIA ENDOWMENT ENGAGED PAUL MCDOUGAL MARKETING, INC. (PMM) FOR THE "#HEALTH4ALL" CAMPAIGN MEDIA PLACEMENT AND PRODUCTION SUPPORT. PMM PLANNED AND EXECUTED ADVERTISING MEDIA BUYS IN CALIFORNIA TO ADVANCE PUBLIC MESSAGING ABOUT THE NEED FOR A HEALTH CARE SYSTEM THAT IS INCLUSIVE OF EVERYONE INCLUDING UNDOCUMENTED IMMIGRANTS. SCOPE OF WORK: PMM CONDUCTED MEDIA BUYS ON BEHALF OF THE CALIFORNIA ENDOWMENT'S #HEALTH4ALL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE PAGES 30-34 FOR DETAIL
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4502616
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt56214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt610265808
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd416
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd518
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd601
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-21129053
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0216675622
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-16603084
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0200072538
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0384822
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0210863
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0510455
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0142881655
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01978884
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01451553
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03430937
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0168763851
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0176215856
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,485,456,009
Liabilities
$83,778,433
Net assets
$3,401,677,576
Revenue
$201,134,072
Expenses
$241,525,900
Net income
-$40,391,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4,458$504$3,954$145$183$37.3
2023Detailed filing. Detailed filing data is available for this year.$4,319$531$3,788$362$418$56.0
2022Detailed filing. Detailed filing data is available for this year.$4,754$333$4,422$462$213$249
2021Detailed filing. Detailed filing data is available for this year.$4,653$355$4,298$306$215$90.8
2020Detailed filing. Detailed filing data is available for this year.$3,447$116$3,331$281$203$77.6
2019Detailed filing. Detailed filing data is available for this year.$3,810$114$3,695$235$232$3.59
2018Detailed filing. Detailed filing data is available for this year.$3,829$96.5$3,732$256$243$13.3
2017Detailed filing. Detailed filing data is available for this year.$3,667$63.6$3,604$194$214$19.9
2016Detailed filing. Detailed filing data is available for this year.$3,485$83.8$3,402$201$242$40.4
2015Detailed filing. Detailed filing data is available for this year.$3,768$70.2$3,698$203$223$20.2
2014Detailed filing. Detailed filing data is available for this year.$3,668$99.3$3,569$209$294$85.1
2013Detailed filing. Detailed filing data is available for this year.$3,562$170$3,393$218
2012Detailed filing. Detailed filing data is available for this year.$3,661$371$3,290$165
2011Summary only. Only limited summary data is available for this year.$3,745$351$248$247$1.57
2010Detailed filing. Detailed filing data is available for this year.$3,622$523$3,099$135