Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 4,744,923 | 8,756,723 | 5,161,388 | 10,236,069 | 7,571,918 | 36,471,021 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 4,744,923 | 8,756,723 | 5,161,388 | 10,236,069 | 7,571,918 | 36,471,021 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 9,638,657 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 26,832,364 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 4,744,923 | 8,756,723 | 5,161,388 | 10,236,069 | 7,571,918 | 36,471,021 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 187,697 | 232,979 | 265,046 | 274,079 | 250,668 | 1,210,469 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 192,141 | 193,524 | 210,855 | 189,043 | 229,991 | 1,015,554 |
| 11 | Total support. Add lines 7 through 10. | 38,697,044 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990,PAGE 2, PART III, LINE 4(A): | LIBERTY HILL IS FIRST TO INVEST IN INNOVATIVE SOLUTIONS TO SOME OF THE COUNTRY'S MOST INTRACTABLE SOCIAL PROBLEMS. WITH LIBERTY HILL INVESTMENT, L.A. SOCIAL JUSTICE LEADERS PIONEERED SUCH INNOVATIVE SOLUTIONS AS A LIVING WAGE ORDINANCE, A $100 MILLION HOUSING TRUST FUND, A STATEWIDE ENVIRONMENTAL JUSTICE POLICY, A LANDMARK AGREEMENT TO BAN SWEATSHOP PRODUCTS, AN AGGRESSIVE APPROACH TO DEVELOPING THE NEW GREEN ECONOMY AND UNPRECEDENTED MUNICIPAL POLICIES INCLUDING THE NATION'S MOST COMPREHENSIVE COMMUNITY BENEFITS AGREEMENT. LIBERTY HILL HOLDS ITSELF ACCOUNTABLE FOR SMART STRATEGIC INVESTMENT OF ITS GRANT FUNDS AND OTHER PROGRAMMATIC ACTIVITIES. A RECENT STUDY (THAT INCLUDED LIBERTY HILL GRANTEE ORGANIZATIONS) CONCLUDED THAT FOR EVERY $1 INVESTED IN LOCAL COMMUNITY ORGANIZING, LOS ANGELES SAW $91 IN BENEFITS. LIBERTY HILL HAS 40 YEARS OF EXPERIENCE INVESTING IN SOCIAL JUSTICE GRANTEE ORGANIZATIONS AND ADVANCING MOVEMENTS FOR SOCIAL CHANGE. LIBERTY HILL IS WIDELY KNOWN FOR ITS USE OF COMMUNITY ADVISORS TO HELP MAKE GRANT DECISIONS. OUR "BRAIN TRUST" KEEPS LIBERTY HILL'S KNOWLEDGE OF COMMUNITIES FRESH AND CLOSE TO THE GROUND, ALLOWING THE FOUNDATION TO IDENTIFY STRONG LEADERS WHO OFTEN ARE NOT RECEIVING FOUNDATION SUPPORT. GRANT EVALUATIONS ARE ALSO INFORMED BY SITE VISITS, FINAL REPORTS (IF THE ORGANIZATION IS A PRIOR GRANTEE), AND THE EXPERTISE OF PROGRAM OFFICERS. EVERY GRANT CONTRACT INCLUDES GOALS AND EXPECTATIONS. GRANTEES ALSO TAKE ADVANTAGE OF INTENSIVE ON-THE-JOB TRAINING AT LIBERTY HILL'S WALLY MARKS LEADERSHIP INSTITUTE TO HELP THEM SUCCEED. IF PROGRAMS FALL BELOW EXPECTATIONS, CONCERNS ARE DISCUSSED WITH GRANT RECIPIENTS. IF PERFORMANCE DOES NOT IMPROVE, FUNDING WILL BE REDUCED OR ENDED. LIBERTY HILL'S WALLY MARKS LEARDERSHIP INSTITUTE TRAINING PROGRAMS ARE CAREFULLY MONITORED WITH PRE- AND POST- TESTS TO MEASURE THE DEGREE TO WHICH SKILLS ARE IMPLEMENTED WITHIN ORGANIZATIONS AND WHETHER ORGANIZATIONS ARE STRENGTHENED AS A RESULT. |
| FORM 990, PART III, LINE 1: | LIBERTY HILL FOUNDATION ADVANCES MOVEMENTS FOR SOCIAL CHANGE THROUGH A UNIQUE COMBINATION OF GRANTS, LEADERSHIP TRAINING, AND ALLIANCE BUILDING. LIBERTY HILL IS FIRST TO IDENTIFY COMMUNITY LEADERS AT THE FRONTLINES OF CHANGE. THE FOUNDATION INVESTS IN CHANGE-MAKERS AND EQUIPS THEM WITH THE SKILLS AND RELATIONSHIPS THEY NEED TO BUILD POWER AND ADVANCE SOCIAL JUSTICE. FOR OVER 35 YEARS, LIBERTY HILL IS UNIQUELY POSITIONED TO BRING TOGETHER FORCES FOR CHANGE AND FORGE A COMMON AGENDA FOR EQUALITY AND OPPORTUNITY IN LOS ANGELES. LIBERTY HILL'S MOTTO IS CHANGE, NOT CHARITY. CHARITY IS IMPORTANT, BUT LIBERTY HILL CREATES LASTING CHANGE BY REFORMING POLICIES, INTRODUCING NEW STANDARDS AND SAFEGUARDS, AND ADVANCING EQUALITY AND OPPORTUNITY FOR ALL. OVER 80% OF REVENUES GOES DIRECTLY TO ALL PROGRAM COSTS. SINCE 1976, LIBERTY HILL HAS INVESTED MORE THAN $60 MILLION IN COMMUNITY ORGANIZING AND COMMUNITY LEADERS IN LOS ANGELES. LIBERTY HILL'S INVESTMENT HAS SEVERAL HALLMARKS. LIBERTY HILL IS OFTEN FIRST TO INVEST IN NEW ORGANIZATIONS AND NEW SOLUTIONS TO INTRACTABLE SOCIAL PROBLEMS. A SECOND LIBERTY HILL HALLMARK IS INVESTMENT IN COMMUNITY ORGANIZING-- THE PROCESS OF BRINGING PEOPLE TOGETHER AND HELPING THEM REALIZE THEIR POWER. THROUGH ORGANIZING, PEOPLE CHANGE THEIR OWN LIVES AND LEARN THE POWER OF COLLECTIVE ACTION. ORGANIZING REKINDLES HOPE AND ALLOWS UNTAPPED LEADERSHIP TO RISE. IT TRANSFORMS THE HUMAN SPIRIT. ISSUES COME AND GO, TRANSFORMING THE HUMAN SPIRIT LASTS A LIFETIME. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY THE FOUNDATION'S OUTSIDE AUDITOR AFTER THE COMPLETION OF THE ANNUAL AUDIT. THE DRAFT FORM 990 IS THEN REVIEWED BY STAFF BEFORE BEING FORWARDED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THIS COMMITTEE REVIEWS THE FORM 990 AND MAKES COMMENTS OR CORRECTIONS PRIOR TO THE RETURN BEING FILED. WHEN COMPLETED, THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS, AND THE AUDIT COMMITTEE REPORTS TO THE FULL BOARD OF DIRECTORS ON THEIR REVIEW OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | LIBERTY HILL FOUNDATION REVIEWS THE CONFLICT OF INTEREST POLICY WITH EACH BOARD MEMBER ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEWED SALARY SURVEYS FROM VARIOUS SOURCES AND DETERMINED THE SALARY FOR THE CEO BASED ON THE COMPARABLE DATA AND HIS OR HER LEVEL OF EXPERIENCE. THE CEO FOLLOWED THE SAME PROCESS FOR DETERMINING THE SALARIES OF DIRECTORS. THE INFORMATION REVIEWED IS DOCUMENTED IN THE PERSONNEL FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | LIBERTY HILL FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE ON THEIR WEBSITE. ALL OTHER GOVERNANCE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | DONATED SERVICES RECEIVED 123,588. INVESTMENT EXPENSES OFFSET AGAINST INCOME ON FINANCIAL STATEMENTS -41,332. |
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