Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE RUDOLPH J & DAPHNE A MUNZER
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)3450 EAST SPRING STREET 216
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LONG BEACH, CA90806
A Employer identification number

33-0686779
B Telephone number (see instructions)

(562) 912-7732
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$108,732,117
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 145,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 152 1,750,630  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,686,158
b Gross sales price for all assets on line 6a 65,337,881
7 Capital gain net income (from Part IV, line 2)... 13,331,798
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 170 349,209 0
12 Total. Add lines 1 through 11........ 2,831,480 15,431,637 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 201,576 20,158 0 181,418
15 Pension plans, employee benefits....... 53,720 5,372 0 48,348
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 30,050 30,050 0 0
c Other professional fees (attach schedule).... 542,380 542,380 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 20,759 160,675 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 15,260 3,292 0 11,968
21 Travel, conferences, and meetings....... 138 0 0 138
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 40,159 5,987 0 34,172
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 904,042 767,914 0 276,044
25 Contributions, gifts, grants paid....... 3,704,800 3,704,800
26 Total expenses and disbursements. Add lines 24 and 25 4,608,842 767,914 0 3,980,844
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,777,362
b Net investment income (if negative, enter -0-) 14,663,723
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 151,888 373,909 373,909
2 Savings and temporary cash investments......... 2,177    
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 13,930 1,360 1,360
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 99,190,512 Click to see attachment108,352,681 108,352,681
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet10,000
Less: accumulated depreciation (attach schedule) bullet5,833 9,167 4,167 4,167
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 99,367,674 108,732,117 108,732,117
Liabilities 17 Accounts payable and accrued expenses.......... 138,627 151,593
18 Grants payable................. 310,500 112,500
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 449,127 264,093
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 98,918,547 108,468,024
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 98,918,547 108,468,024
30 Total liabilities and net assets/fund balances (see instructions). 99,367,674 108,732,117
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
98,918,547
2
Enter amount from Part I, line 27a .....................
2
-1,777,362
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,326,839
4
Add lines 1, 2, and 3 ..........................
4
108,468,024
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
108,468,024
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES   2021-12-31 2021-12-31
b SUSTAINABLE MULTI-ASSET GROWTH FUND P 2021-12-31 2021-12-31
c SUSTAINABLE BOND FUND P 2021-12-31 2021-12-31
d HALBERT HARGROVE P 2021-12-31 2021-12-31
e BOOK TO TAX ADJUSTMENT P 2021-12-31 2021-12-31
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 51,930,823   49,244,665 2,686,158
b 13,407,058 0   13,407,058
c     70,682 -70,682
d     4,578 -4,578
e   0 2,686,158 -2,686,158
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       2,686,158
b       13,407,058
c       -70,682
d       -4,578
e       -2,686,158
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 13,331,798
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 203,826
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 203,826
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 20,418
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,418
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 50
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 183,458
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTPS://MUNZERFDN.ORG/
    14
    The books are in care ofbulletZAYDA L GARCIA Telephone no.bullet (562) 912-7732

    Located atbullet3450 E SPRING STREET SUITE 216LONG BEACHCA ZIP+4bullet90806
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DANIEL WARREN MUNZER PRESIDENT
    4.00
    0 0 0
    3450 EAST SPRING STREET SUITE 216
    LONG BEACH,CA90806
    ANNE BOURNE VICE PRESIDENT
    4.00
    0 0 0
    3450 EAST SPRING STREET SUITE 216
    LONG BEACH,CA90806
    DANA BOURNE DIRECTOR
    4.00
    0 0 0
    3450 EAST SPRING STREET SUITE 216
    LONG BEACH,CA90806
    JOHN G BOURNE DIRECTOR
    4.00
    0 0 0
    3450 EAST SPRING STREET SUITE 216
    LONG BEACH,CA90806
    KIRSTEN BOURNE DIRECTOR
    4.00
    0 0 0
    3450 EAST SPRING STREET SUITE 216
    LONG BEACH,CA90806
    DANIEL WAYNE MUNZER DIRECTOR
    4.00
    0 0 0
    3450 EAST SPRING STREET SUITE 216
    LONG BEACH,CA90806
    ELIZABETH MUNZER DIRECTOR
    4.00
    0 0 0
    3450 EAST SPRING STREET SUITE 216
    LONG BEACH,CA90806
    JAMES R MUNZER DIRECTOR
    4.00
    0 0 0
    3450 EAST SPRING STREET SUITE 216
    LONG BEACH,CA90806
    JEFFREY R MUNZER DIRECTOR
    4.00
    0 0 0
    3450 EAST SPRING STREET SUITE 216
    LONG BEACH,CA90806
    NICOLE C MUNZER FINGLETON DIRECTOR
    4.00
    0 0 0
    3450 EAST SPRING STREET SUITE 216
    LONG BEACH,CA90806
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    ZAYDA GARCIA EXECUTIVE DIRECTOR
    40.00
    107,767 13,233 0
    3450 EAST SPRING STREET SUITE 216
    LONG BEACH,CA90806
    MONICA OCHOA PROGRAM ASSOCIATE
    40.00
    59,304 10,845 0
    3450 EAST SPRING STREET SUITE 216
    LONG BEACH,CA90806
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    RUSSELL INVESTMENTS INVESTMENT MANAGEMENT 501,059
    1301 2ND AVENUE 18TH FLOOR
    SEATTLE,WA98101
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    104,161,802
    b
    Average of monthly cash balances.......................
    1b
    394,842
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,527
    d
    Total (add lines 1a, b, and c).........................
    1d
    104,562,171
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    104,562,171
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,568,433
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    102,993,738
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,149,687
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    5,149,687
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    203,826
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    203,826
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,945,861
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,945,861
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    4,945,861
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 4,945,861
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 719,674
    b From 2017...... 1,663,438
    c From 2018...... 2,340,210
    d From 2019...... 4,406,798
    e From 2020...... 76,709
    f Total of lines 3a through e ........ 9,206,829
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,980,844
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 3,980,844
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 965,017 965,017
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,241,812
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    8,241,812
    10 Analysis of line 9:
    a Excess from 2017.... 1,418,095
    b Excess from 2018.... 2,340,210
    c Excess from 2019.... 4,406,798
    d Excess from 2020.... 76,709
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    1736 FAMILY CRISIS CENTER
    2116 ARLINGTON AVENUE SUITE 200
    LOS ANGELES,CA90018
    NONE PC LONG BEACH SHELTER PROGRAM 40,000
    ABILIS
    50 GLENVILLE ST
    GREENWICH,CT06831
    NONE PC ABILIS EARLY INTERVENTION BIRTH TO THREE PROGRAM 60,000
    ABILITYFIRST
    1300 EAST GREEN STREET
    PASADENA,CA91106
    NONE PC ABILITYFIRST LONG BEACH CENTER AFTER SCHOOL PROGRAM 25,000
    ABLE ARTS WORK
    3626 E PACIFIC COAST HWY
    LONG BEACH,CA90804
    NONE PC ABLE ARTS WORK'S CREATIVE HEALTH AND WELLNESS CLINIC EXPANSION 30,000
    ACT OUT THEATRE COMPANY
    3710 N WESTON PL
    LONG BEACH,CA90807
    NONE PC 2021 PROGRAM AND OPERATIONAL SUPPORT 20,000
    AMERICAN UNIVERSITY WAMU FMDCIST
    4400 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20016
    NONE PC OPERATING SUPPORT 1,000
    ANACOSTIA RIVERKEEPER
    515 M STREET SE SUITE 218
    WASHINGTON,DC20003
    NONE PC OPERATING SUPPORT 2,000
    ANGELS GATE CULTURAL CENTER INC
    3601 S GAFFEY ST BOX 1/BUILDING A
    SAN PEDRO,CA907316969
    NONE PC ARTISTS IN CLASSROOM 20,000
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE
    BOSTON,MA02129
    NONE PC EDUCATORS OUTDOORS 1,000
    AQUARIUM OF THE PACIFIC
    100 AQUARIUM WAY
    LONG BEACH,CA90802
    NONE PC GENERAL OPERATING SUPPORT 45,000
    ARIZONA ART ALLIANCE
    10810 N TATUM BLVD SUITE 102-264
    PHOENIX,AZ85028
    NONE PC COMMUNITY OUTREACH PROGRAMS 5,000
    ARTS COUNCIL FOR LONG BEACH
    115 PINE AVE SUITE 350
    LONG BEACH,CA90802
    NONE PC EMPOWER ARTS AND LIVING ARTS, CAMBODIA TOWN MURAL PROJECT II 20,000
    ASSISTANCE LEAGUE OF LONG BEACH
    6220 E SPRING STREET
    LONG BEACH,CA90815
    NONE PC OPERATION SCHOOL BELL 32,000
    ASSISTANCE LEAGUE OF LONG BEACH
    6220 E SPRING STREET
    LONG BEACH,CA90815
    NONE PC ORTHODONTIC PROGRAM 45,000
    BARD COLLEGE
    BPI PO BOX 5000
    ANNANDALEONHUDSON,NY12504
    NONE PC BARD PRISON INITIATIVE 2,000
    BEST BUDDIES NEW YORK
    120 WEST 45TH STREET 3800
    NEW YORK,NY10036
    NONE PC GENERAL OPERATING 1,000
    BK ROT
    86 WYCKOFF AVENUE PO BOX 370538
    BROOKLYN,NY112379997
    NONE PC OPERATING SUPPORT 2,000
    BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL
    401 E 37TH STREET
    LONG BEACH,CA90807
    NONE PC SCOUTREACH 2021 20,000
    BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL
    401 E 37TH STREET
    LONG BEACH,CA90807
    NONE PC STORAGE FOR TROOP/PACK 21 SCOUT GEAR 3,500
    BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL
    401 E 37TH STREET
    LONG BEACH,CA90807
    NONE PC OPERATING SUPPORT 500
    BOYS & GIRLS CLUBS OF LONG BEACH
    3635 LONG BEACH BOULEVARD
    LONG BEACH,CA90807
    NONE PC GENERAL OPERATING SUPPORT 60,000
    BOYS & GIRLS CLUBS OF LONG BEACH
    3635 LONG BEACH BOULEVARD
    LONG BEACH,CA90807
    NONE PC OPERATING SUPPORT 5,000
    BOYS & GIRLS CLUBS OF LONG BEACH
    3635 LONG BEACH BOULEVARD
    LONG BEACH,CA90807
    NONE PC OPERATING SUPPORT 1,000
    BOYS & GIRLS CLUBS OF LONG BEACH
    3635 LONG BEACH BOULEVARD
    LONG BEACH,CA90807
    NONE PC SPORTS PROGRAMMING AND EQUIPMENT 10,000
    CALCANEARTH ISLAND INSTITUTE
    P O BOX 1366
    SEBASTOPOL,CA95473
    NONE PC OPERATING SUPPORT 1,000
    CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE INC
    3605 LONG BEACH BOULEVARD SUITE 100
    LONG BEACH,CA90807
    NONE PC CONSCIOUS CLASSROOMS 55,000
    CAMP NUGGET CALIFORNIA STATE UNIVERSITY LONG BEACH
    1250 BELLFLOWER BOULEVARD MS 5605
    ETC-200
    LONG BEACH,CA908405605
    NONE PC CAMP NUGGET 15,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVENUE NE
    WASHINGTON,DC20017
    NONE PC OPERATING SUPPORT 500
    CASA COLINA HOSPITAL AND CENTERS FOR HEALTHCARE
    255 EAST BONITA AVENUE
    POMONA,CA91767
    NONE PC LAND MEETS SEA SPORTS CAMP 5,000
    CASA YOUTH SHELTER
    10911 REAGAN STREET
    LOS ALAMITOS,CA90720
    NONE PC CASA YOUTH SHELTER: EXPANSION AND IMPROVEMENTS TO OUR CLINICAL AND CASE MANAGEMENT TEAMS 30,000
    CENTRO CHA INC
    1633 LONG BEACH BLVD
    LONG BEACH,CA90813
    NONE PC IMMIGRATION INTEGRATION PROJECT 60,000
    CENTURY VILLAGES AT CABRILLO INC
    2001 RIVER AVENUE
    LONG BEACH,CA90810
    NONE PC RESIDENT SERVICES AT CENTURY VILLAGES AT CABRILLO (CVC) 50,000
    CHILD LANE (COMPREHENSIVE)
    2545 PACIFIC AVE
    LONG BEACH,CA90806
    NONE PC CHILD LANE: LONG BEACH ECE PROGRAM 50,000
    CHILD360
    515 S FIGUEROA ST SUITE 900
    LOS ANGELES,CA90071
    NONE PC CHILD360: EMPOWERING LONG BEACH ECE PROVIDERS AND FAMILIES TO BOOST LEARNING OUTCOMES 40,000
    CHILDREN TODAY
    2951 LONG BEACH BLVD
    LONG BEACH,CA90806
    NONE PC CHILDREN TODAY'S ECOHOUSE 40,000
    CHILDREN'S DENTAL HEALTH CLINIC
    455 E COLUMBIA STREET SUITE 23
    LONG BEACH,CA90806
    NONE PC MULTI-SPECIALTY PEDIATRIC DENTAL TREATMENT & EMERGENCY CARE 100,000
    CHILDREN'S INSTITUTE (CII)
    2121 WEST TEMPLE STREET
    LOS ANGELES,CA90026
    NONE PC TRAUMA INFORMED SUPPORT SERVICES FOR FAMILIES 40,500
    CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC
    64 PALMERS HILL ROAD
    STAMFORD,CT069022113
    NONE PC CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY EARLY CHILDHOOD EDUCATION 25,000
    CHILDREN'S THEATRE OF LONG BEACH
    PO BOX 15526
    LONG BEACH,CA90815
    NONE PC ROUND OF APPLAUSE 10,800
    CITY BLOSSOMS
    516 KENNEDY ST NW
    WASHINGTON,DC20011
    NONE PC OPERATING SUPPORT 1,000
    CITY KIDS WILDERNESS PROJECT
    2437 15TH STREET NW
    WASHINGTON,DC20009
    NONE PC OPERATING SUPPORT 500
    CITY SURF PROJECT
    1633 VALENCIA STREET
    SAN FRANCISCO,CA94110
    NONE PC OPERATING SUPPORT 2,000
    CIVIL EATS
    502 E COTATI AVE NO 7014
    COTATI,CA94931
    NONE PC OPERATING SUPPORT 1,000
    COMMON GOOD CITY FARM
    PO BOX 26030
    WASHINGTON,DC20001
    NONE PC OPERATING SUPPORT 500
    CRIME VICTIMS UNITED CHARITABLE FOUNDATION
    130 MAPLE STREET
    AUBURN,CA95603
    NONE PC OPERATING SUPPORT 3,000
    CRISPUS ATTUCKS DEVELOPMENT CORPORATION
    23 U ST NW
    WASHINGTON,DC20001
    NONE PC OPERATING SUPPORT 1,000
    CSULB 49ER FOUNDATION
    6300 E UNIVERSITY DRIVE SUITE 324
    LONG BEACH,CA90815
    NONE PC BLACK ALUMNI SCHOLARSHIP GALA 5,000
    DRAMATIC RESULTS
    3310 LIME AVENUE
    SIGNAL HILL,CA90755
    NONE PC STEAM SATURDAY SCHOOL 40,500
    EB RESEARCH PARTNERSHIP INC
    132 EAST 43RD STREET SUITE 432
    NEW YORK,NY10017
    NONE PC GENERAL OPERATING 1,000
    ECE WORKFORCE PROJECT (CHILD LANE)
    2545 PACIFIC AVE
    LONG BEACH,CA90806
    NONE PC LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY 125,000
    ESP EDUCATION AND LEADERSHIP INSTITUTE INC
    7941 E CRAMER STREET
    LONG BEACH,CA90808
    NONE PC ESP EDUCATION & LEADERSHIP INSTITUTE / BOSS PROGRAMS 25,000
    EXTRAORDINARY FAMILIES
    221 N ARDMORE AVE
    LOS ANGELES,CA90004
    NONE PC A COMPREHENSIVE CONTINUUM OF SERVICE FOR FOSTER YOUTH AND FORMER FOSTER YOUTH IN LONG BEACH 28,000
    FAMILIES UNITING FAMILIES
    525 E 7TH STREET SUITE 115
    LONG BEACH,CA90813
    NONE PC PROJECT FATHERHOOD 50,000
    FAMILY CENTERS INC
    40 ARCH STREET
    GREENWICH,CT06830
    NONE PC OPERATING SUPPORT 3,000
    FILIPINO MIGRANT CENTER
    2125 SANTA FE AVE
    LONG BEACH,CA90810
    NONE PC EMPOWERING FILIPINO FAMILIES 10,500
    FISHER HOUSE SOUTHERN CALIFORNIA INC
    P O BOX 110
    LONG BEACH,CA90801
    NONE PC FISHER HOUSE LONG BEACH 2,000
    FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT
    P O BOX 86299
    TUCSON,AZ85754
    NONE PC OPERATING SUPPORT 1,000
    FOOD FINDERS INC
    10539 HUMBOLT STREET
    LOS ALAMITOS,CA90720
    NONE PC FOOD RESCUE/FOOD HUB PROGRAM 60,000
    FOR THE CHILD INC
    4565 CALIFORNIA AVENUE
    LONG BEACH,CA90807
    NONE PC CHILD ABUSE AND NEGLECT SAFETY NET PROGRAM 50,000
    FRESHFARM MARKETS INC
    1380 MONROE ST NW 605
    WASHINGTON,DC20010
    NONE PC MARKET SHARE FOR EARLY LEARNERS AND FOODPRINTS 70,000
    GEARIN' UP BICYCLES
    314 RANDOLPH PLACE NE
    WASHINGTON,DC20002
    NONE PC OPERATING SUPPORT 500
    GOODWILL SERVING THE PEOPLE OF SOUTHERN LOS ANGELES COUNTY
    800 W PACIFIC COAST HIGHWAY
    LONG BEACH,CA90806
    NONE PC SUSTAINING HEALTHCARE TRAINING OPPORTUNITIES FOR LOW-INCOME HIGH SCHOOL STUDENTS IN LONG BEACH 85,000
    GREENWICH HOSPITAL FOUNDATION
    OFFICE OF DEVELOPMENT 35 RIVER ROAD
    COS COB,CT06807
    NONE PC OPERATING SUPPORT 5,000
    GREENWICH POINT CONSERVANCY
    PO BOX 377
    OLD GREENWICH,CT06870
    NONE PC BUILDING RESTORATION AT GREENWICH POINT 3,000
    GROUND EDUCATION
    6475 E PACIFIC COAST HIGHWAY 294
    LONG BEACH,CA90803
    NONE PC OUTDOOR ENVIRONMENTAL EDUCATION PROGRAM 27,000
    HABITAT FOR HUMANITY OF GREATER LOS ANGELES
    8739 ARTESIA BLVD
    BELLFLOWER,CA90706
    NONE PC WASHINGTON NEIGHBORHOOD REVITALIZATION PROGRAM 31,500
    HUMAN-I-T
    100 W BROADWAY SUITE 3000 WEWORK
    C/O EILEEN HARRIS
    LONG BEACH,CA90802
    NONE PC HUMAN-I-T .CONNECT 30,000
    IMPACT JUSTICE
    2930 LAKESHORE AVENUE SUITE 300
    OAKLAND,CA94610
    NONE PC OPERATING SUPPORT 1,000
    INSPIRICA INC
    141 FRANKLIN STREET
    STAMFORD,CT06901
    NONE PC INSPIRICA RESIDENTIAL & NON-RESIDENTIAL PROGRAMS 50,000
    INTERNATIONAL CITY THEATRE
    67 LONG BEACH BLVD
    LONG BEACH,CA90802
    NONE PC PACT PROGRAM 10,000
    JEWISH FAMILY & CHILDREN'S SERVICE OF LONG BEACH & WEST ORANGE CO
    3801 E WILLOW ST
    LONG BEACH,CA908151734
    NONE PC LOW-INCOME COUNSELING PROGRAM FOR RESIDENTS OF LONG BEACH 20,000
    JOSEPHINE HERRICK PROJECT
    64 FULTON STREET SUITE 905
    NEW YORK,NY10038
    NONE PC CAPACITY BUILDING: OUTREACH DIRECTOR AND INVESTMENT IN GROWTH 17,500
    JOSEPHINE HERRICK PROJECT
    64 FULTON STREET SUITE 905
    NEW YORK,NY10038
    NONE PC GENERAL OPERATING 4,000
    KHMER GIRLS IN ACTION
    1085 REDONDO AVE
    LONG BEACH,CA90804
    NONE PC LEADERSHIP DEVELOPMENT PROGRAM 35,000
    LEADERSHIP LONG BEACH
    4401 ATLANTIC AVE STE 200
    LONG BEACH,CA90807
    NONE PC LEADERSHIP LONG BEACH ENVIRONMENTAL YOUTH LEADERSHIP PROGRAM 40,000
    LEGAL AID FOUNDATION OF LOS ANGELES
    1550 W 8TH STREET
    LOS ANGELES,CA90017
    NONE PC LEGAL AID FOUNDATION OF LOS ANGELES MEDICAL-LEGAL PARTNERSHIP LONG BEACH 63,000
    LONG BEACH BLAST (BETTER LEARNING FOR ALL STUDENTS TODAY)
    4201 LONG BEACH BLVD SUITE 201
    LONG BEACH,CA90807
    NONE PC ACADEMIC MENTORING AND SOCIAL EMOTIONAL SUPPORT SERVICES FOR AT-RISK YOUTH IN GREATER LONG BEACH 36,000
    LONG BEACH CITY COLLEGE FOUNDATION
    4901 E CARSON STREET B12
    LONG BEACH,CA90808
    NONE PC PROMOTING PLAY AND EQUITY WITH A TOY LENDING LIBRARY 10,000
    LONG BEACH DAY NURSERY
    1548 CHESTNUT AVE
    LONG BEACH,CA90813
    NONE PC TECHNOLOGY FOR LONG BEACH DAY NURSERY 50,000
    LONG BEACH IMMIGRANT RIGHTS COALITION - COMMUNITY PARTNERS
    1000 N ALAMEDA ST SUITE 240
    LOS ANGELES,CA90012
    NONE PC LEADERSHIP ACADEMY 27,000
    LONG BEACH MUSEUM OF ART FOUNDATION
    2300 E OCEAN BLVD
    LONG BEACH,CA90803
    NONE PC FORTIFY THE INFRASTRUCTURE/REIMAGINED PROGRAMMING OF THE LONG BEACH MUSEUM OF ART 50,000
    LONG BEACH PUBLIC LIBRARY FOUNDATION
    200 W BROADWAY
    LONG BEACH,CA90802
    NONE PC LONG BEACH PUBLIC LIBRARY FOUNDATION COVID RELIEF 70,000
    LONG BEACH PUBLIC LIBRARY FOUNDATION
    200 W BROADWAY
    LONG BEACH,CA90802
    NONE PC OPERATING SUPPORT 5,000
    LONG BEACH SYMPHONY ASSOCIATION
    249 E OCEAN BLVD SUITE 200
    LONG BEACH,CA90802
    NONE PC LONG BEACH SYMPHONY YOUTH CONCERTS 27,000
    MAYOR'S FUND FOR EDUCATION - COMMUNITY PARTNERS
    1000 N ALAMEDA ST SUITE 240
    LOS ANGELES,CA900121804
    NONE PC READYROSIELB FAMILY ENGAGEMENT PROGRAM (PHASE 5) 40,000
    MEALS ON WHEELS INC OF GREENWICH CONNECTICUT
    89 MAPLE AVENUE
    GREENWICH,CT06830
    NONE PC OPERATING SUPPORT 1,000
    MEMORIAL MEDICAL CENTER FOUNDATION
    2801 ATLANTIC AVE
    LONG BEACH,CA90806
    NONE PC MILLER CHILDREN'S NICU FOLLOW-UP OUTPATIENT CLINIC 100,000
    MEMORIAL MEDICAL CENTER FOUNDATION
    2801 ATLANTIC AVE
    LONG BEACH,CA90806
    NONE PC SUPPORT HOSPITAL STAFF WITH COMFORT FOOD 2,000
    MENTAL HEALTH AMERICA OF LOS ANGELES
    200 PINE AVENUE SUITE 400
    LONG BEACH,CA90802
    NONE PC MHALA DROP-IN-CENTER 100,000
    MIGRANT JUSTICE
    179 S WINOOSKI AVENUE UNIT 202
    BURLINGTON,VT05401
    NONE PC OPERATING SUPPORT 1,500
    MOMENTUM AGENCIES (PEDIATRIC THERAPY NETWORK)
    1815 W 213TH STREET SUITE 100
    TORRANCE,CA90501
    NONE PC LEAPS AND BOUNDS EARLY INTERVENTION PROGRAM 40,500
    MUTTVILLE
    255 ALABAMA STREET
    SAN FRANCISCO,CA94103
    NONE PC OPERATING SUPPORT 500
    NAGOURNEY INSTITUTE
    750 E 29TH STREET
    LONG BEACH,CA90806
    NONE PC OPERATING SUPPORT 5,000
    NAGOURNEY INSTITUTE
    750 E 29TH STREET
    LONG BEACH,CA90806
    NONE PC OPERATING SUPPORT 3,000
    NEW YORK HARBOR FOUNDATION INC DBA BILLION OYSTER PROJECT
    10 SOUTH STREET SLIP 7
    NEW YORK,NY10004
    NONE PC BILLION OYSTER PROJECT SCHOOLS NETWORK 16,000
    OPEN DOOR SHELTER
    4 MERRITT STREET
    NORWALK,CT06854
    NONE PC OPERATING SUPPORT 2,000
    OPERATION JUMP START
    3515 LINDEN AVE
    LONG BEACH,CA90807
    NONE PC OJS PROGRAMS 45,000
    ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION
    403 W ADAMS BLVD
    LOS ANGELES,CA900082664
    NONE PC OPERATING SUPPORT 4,000
    PARTNERS OF PARKS
    2760 N STUDEBAKER RD
    LONG BEACH,CA90815
    NONE PC YOUTH SCHOLARSHIPS FOR VIRTUAL AND IN PERSON CLASSES 15,000
    PASC1 SYNDROME RESEARCH FOUNDATION
    36 WEST WAY
    OLD GREENWICH,CT06870
    NONE PC OPERATING SUPPORT 3,000
    PLANNED PARENTHOOD LOS ANGELES
    400 W 30TH ST
    LOS ANGELES,CA900073320
    NONE PC WOMENS REPRODUCTIVE AND SEXUAL HEALTH SERVICES AT PPLAS LONG BEACH HEALTH CENTER 25,000
    POOLS OF HOPE (DBA)
    6801 LONG BEACH BLVD
    LONG BEACH,CA90805
    NONE PC YOUTH WELLNESS PROGRAM 30,000
    PORT CHESTER CARVER CENTER INC
    400 WESTCHESTER AVENUE P O BOX 429
    PORT CHESTER,NY10573
    NONE PC CARVER CENTER ACADEMIC PROGRAMS 60,000
    PRAIRIE VISTA MIDDLE SCHOOL
    13600 PRAIRIE AVENUE
    HAWTHORNE,CA90250
    NONE PC MUSIC PROGRAM 2,500
    PRECIOUS LAMB PRESCHOOL
    2005 PALO VERDE AVE PMB 301
    LONG BEACH,CA90815
    NONE PC EDUCATION TEAM SUPPORT AND EXPANSION 40,000
    PROSPECT PARK ALLIANCE
    95 PROSPECT PARK WEST
    BROOKLYN,NY11215
    NONE PC OPERATING SUPPORT 500
    RANCHO LOS CERRITOS FOUNDATION
    4600 VIRGINIA RD
    LONG BEACH,CA90807
    NONE PC RAICES DE LONG BEACH: THE ROOTS OF LONG BEACH EDUCATION PROGRAM 24,500
    RANCHO LOS CERRITOS FOUNDATION
    4600 VIRGINIA RD
    LONG BEACH,CA90807
    NONE PC EDUCATIONAL MASTER PLAN: DEVELOPMENT AND ENHANCEMENT OF CURRENT AND NEW CURRICULUM 30,000
    RED HOOK INITIATIVE
    767 HICKS STREET
    BROOKLYN,NY11231
    NONE PC RED HOOK FARMS 3,000
    RISING TIDE AT MARGUERITE KIEFER EDUCATION CENTER INC
    607 E THIRD ST
    LONG BEACH,CA90802
    NONE PC PROGRAM SUPPORT 22,500
    RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA
    1250 LYMAN PLACE
    LOS ANGELES,CA90029
    NONE PC CAMP RONALD MCDONALD FOR GOOD TIMES VIRTUAL "CAMP AT HOME" PROGRAMMING 18,000
    SANTA CATALINA SCHOOL
    1500 MARK THOMAS DRIVE
    MONTEREY,CA93940
    NONE PC UPPER HIGH SCHOOL EDUCATION PROGRAMS 3,000
    SAVE THE SOUND
    900 CHAPEL STREET
    NEW HAVEN,CT06510
    NONE PC OPERATING SUPPORT 2,000
    SHANTI PROJECT
    3170 23RD STREET
    SAN FRANCISCO,CA94110
    NONE PC OPERATING SUPPORT 1,000
    SHARED SCIENCE
    5318 E 2ND STREET 602
    LONG BEACH,CA90803
    NONE PC COVID 21: TARGETED COMMUNITY STEM EDUCATION SUPPORT 15,000
    SOUND WATERS INC
    1281 COVE RD
    STAMFORD,CT06902
    NONE PC SOUNDWATERS RESEARCH INTENSIVE 50,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104
    NONE PC OPERATING SUPPORT 1,000
    ST ANTHONY HIGH SCHOOL
    620 OLIVE AVENUE
    LONG BEACH,CA90802
    NONE PC ST. ANTHONY HIGH SCHOOL SCHOLARSHIP PROGRAM 48,000
    ST BARNABAS SCHOOL
    3980 MARRON AVE
    LONG BEACH,CA90807
    NONE PC TUITION ASSISTANCE 45,000
    ST MARY MEDICAL CENTER FOUNDATION
    1050 LINDEN AVE
    LONG BEACH,CA90813
    NONE PC MUNZER NURSE SCHOLAR PROGRAM 55,600
    SU CASA - ENDING DOMESTIC VIOLENCE
    3750 E ANAHEIM STREET SUITE 100
    LONG BEACH,CA90804
    NONE PC STRATEGIC PLANNING AND CAPACITY BUILDING 45,000
    SUCCESS IN CHALLENGES
    4508 ATLANTIC AVENUE UNIT 782
    LONG BEACH,CA90807
    NONE PC SIC/CDF FREEDOM SCHOOL 25,600
    SUSTAINABLE CONSERVATION
    98 BATTERY STREET 302
    SAN FRANCISCO,CA94111
    NONE PC OPERATING SUPPORT 1,000
    TEE IT UP FOR THE TROOPS - HUNTINGTON BEACH
    P O BOX 3358
    HUNTINGTON BEACH,CA92605
    NONE PC 10TH ANNUAL GOLF TOURNAMENT 5,000
    TEENS RUN DC
    PO BOX 15651
    WASHINGTON,DC20003
    NONE PC TRDC'S MENTORING, DISTANCE RUNNING, AND SEL PROGRAM 32,000
    THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES
    701 EAST 28TH STREET SUITE 200
    LONG BEACH,CA90806
    NONE PC TCC FAMILY HEALTH COVID-19 RESPONSE CORE OPERATING 100,000
    THE CORBIN HILL FOOD PROJECT INC
    475 RIVERSIDE DRIVE SUITE 243
    NEW YORK,NY10115
    NONE PC OPERATING SUPPORT 1,000
    THE GUIDANCE CENTER
    1301 PINE AVE
    LONG BEACH,CA90813
    NONE PC GENERAL SUPPORT FOR MENTAL HEALTH SERVICES 75,000
    THE JEWEL BOX CHILDREN'S THEATER COMPANY
    3371 CERRITOS AVE
    SIGNAL HILL,CA90755
    NONE PC ARTS EDUCATION OUTREACH PROGRAM 10,800
    THE LGBTQ CENTER LONG BEACH (DBA)
    2017 E 4TH STREET
    LONG BEACH,CA90814
    NONE PC MENTORING YOUTH THROUGH EMPOWERMENT 40,000
    THE NONPROFIT PARTNERSHIP
    O-2 4900 EAST CONANCT STREET 225
    LONG BEACH,CA90808
    NONE PC OPERATING SUPPORT 50,000
    THE NONPROFIT PARTNERSHIP LONG BEACH GIVES
    O-2 4900 EAST CONANCT STREET 225
    LONG BEACH,CA90808
    NONE PC LONG BEACH GIVES 35,000
    TICHENOR CLINIC FOR CHILDREN
    1660 TERMINO AVE
    LONG BEACH,CA90804
    NONE PC SPEECH THERAPY PROGRAM 27,000
    UN MUNDO DE AMIGOS PRESCHOOL
    1480 LONG BEACH BLVD
    LONG BEACH,CA90813
    NONE PC ONLINE LEARNING SUPPORT AND GENERAL OPERATIONAL SUPPORT 40,000
    UNITED CAMBODIAN COMMUNITY
    2201 E ANAHEIM STREET SUITE 200
    LONG BEACH,CA90804
    NONE PC CAMBODIAN COVID-19 RELIEF PROGRAM 25,000
    URBAN COMMUNITY OUTREACH
    241 CEDAR AVE
    LONG BEACH,CA90802
    NONE PC UCO OPERATIONS AND HOUSING COORDINATOR 20,000
    VOTE SOLAR
    360 22ND STREET SUITE 730
    OAKLAND,CA94612
    NONE PC OPERATING SUPPORT 4,000
    WASHINGTON AREA BICYCLIST ASSOCIATION
    2599 ONTARIO ROAD NW
    WASHINGTON,DC20009
    NONE PC OPERATING SUPPORT 1,000
    WATERSIDE SCHOOL
    770 PACIFIC STREET
    STAMFORD,CT06902
    NONE PC OPERATING SUPPORT 5,000
    WESTERN CENTER ON LAW AND POVERTY
    3701 WILSHIRE BLVD SUITE 208
    LOS ANGELES,CA90010
    NONE PC OPERATING SUPPORT 1,000
    WOMENSHELTER OF LONG BEACH
    PO BOX 17098
    LONG BEACH,CA90807
    NONE PC CHILDREN AND YOUTH SERVICES PROGRAM 40,000
    YALE NEW HAVEN HOSPITAL
    PO BOX 1849
    NEW HAVEN,CT065081849
    NONE PC NICU, REBECCA AND HILLARY FUND 5,000
    YMCA OF GREATER LONG BEACH
    3605 LONG BEACH BLVD SUITE 210
    LONG BEACH,CA90807
    NONE PC YMCA YOUTH INSTITUTE 35,000
    YOUNG HORIZONS
    501 ATLANTIC AVE
    LONG BEACH,CA90802
    NONE PC EARLY CHILDHOOD EDUCATION PROGRAM 50,000
    YWCA GREENWICH
    259 EAST PUTNAM AVENUE
    GREENWICH,CT06830
    NONE PC DOMESTIC ABUSE CHILD COUNSELING SERVICES 25,000
    Total .................................bullet 3a 3,704,800
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 2,686,158  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 2,686,480 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,686,480
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE RUDOLPH J & DAPHNE A MUNZER
    FOUNDATION
    Employer identification number

    33-0686779
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE RUDOLPH J & DAPHNE A MUNZER
    FOUNDATION
    Employer identification number
    33-0686779
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    DAPHNE ANN MUNZER ADMINISTRATIVE TRUST
     
    3450 EAST SPRING STREET
     
    LONG BEACH, CA90806

    $ 145,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE RUDOLPH J & DAPHNE A MUNZER
    FOUNDATION
    Employer identification number

    33-0686779
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE RUDOLPH J & DAPHNE A MUNZER
    FOUNDATION
    Employer identification number

    33-0686779
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE RUDOLPH J & DAPHNE A MUNZER
     
    FOUNDATION
    EIN:
    33-0686779
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 30,050 30,050 0 0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE RUDOLPH J & DAPHNE A MUNZER
     
    FOUNDATION
    EIN:
    33-0686779
    Name of Stock End of Year Book Value End of Year Fair Market Value
    HALBERT HARGROVE EQUITY 8,862 8,862
    RUSSELL EQUITY 108,343,819 108,343,819

    TY 2021 OtherExpensesSchedule
    Name:
    THE RUDOLPH J & DAPHNE A MUNZER
     
    FOUNDATION
    EIN:
    33-0686779
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 14,453 2,890 0 11,563
    BOARD MEETING EXPENSES 5,040 238 0 4,802
    DUES & SUBSCRIPTIONS 3,631 36 0 3,595
    INSURANCE 4,724 2,362 0 2,362
    TELEPHONE 2,743 137 0 2,606
    MISCELLANEOUS 8,238 324 0 7,914
    WEBSITE 890 0 0 890
    SOFTWARE 440 0 0 440


    TY 2021 OtherIncomeSchedule2
    Name:
    THE RUDOLPH J & DAPHNE A MUNZER
     
    FOUNDATION
    EIN:
    33-0686779
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME FROM LP 170 0  
    OTHER INCOME FROM K-1S 0 349,209  


    TY 2021 OtherIncreasesSchedule
    Name:
    THE RUDOLPH J & DAPHNE A MUNZER
     
    FOUNDATION
    EIN:
    33-0686779
    Description Amount
    UNREALIZED GAIN 11,326,839


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE RUDOLPH J & DAPHNE A MUNZER
     
    FOUNDATION
    EIN:
    33-0686779
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 542,380 542,380 0 0


    TY 2021 TaxesSchedule
    Name:
    THE RUDOLPH J & DAPHNE A MUNZER
     
    FOUNDATION
    EIN:
    33-0686779
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 20,759 0 0 0
    FOREIGN TAXES 0 160,675 0 0