Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
COLBURN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)11693 SAN VICENTE BLVD PMB 159
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90049
A Employer identification number

95-4693145
B Telephone number (see instructions)

(818) 399-4427
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$181,616,769
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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,018,589 3,945,020  
5a Gross rents............   28,734  
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -4,169,804
b Gross sales price for all assets on line 6a 34,372,757
7 Capital gain net income (from Part IV, line 2)... 0
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)....... -1,428,799 -2,040,716  
12 Total. Add lines 1 through 11........ -1,580,014 1,933,038  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 166,706 0   166,706
14 Other employee salaries and wages...... 54,197 0   54,197
15 Pension plans, employee benefits....... 13,155 0   13,155
16a Legal fees (attach schedule)......... 12,610 0   12,610
b Accounting fees (attach schedule)....... 41,990 0   41,990
c Other professional fees (attach schedule).... 298,092 293,198   4,894
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 347,050 101,793   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 4,875 0   4,875
21 Travel, conferences, and meetings....... 2,390 0   2,390
22 Printing and publications.......... 2,357 0   2,357
23 Other expenses (attach schedule)....... 784,021 1,344,743   27,648
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,727,443 1,739,734   330,822
25 Contributions, gifts, grants paid....... 9,934,147 9,328,789
26 Total expenses and disbursements. Add lines 24 and 25 11,661,590 1,739,734   9,659,611
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,241,604
b Net investment income (if negative, enter -0-) 193,304
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 5,346 19,135 19,135
2 Savings and temporary cash investments......... 2,501,567 574,419 574,419
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 144,204 238,775 238,775
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
8,183,218
8,183,218
b Investments—corporate stock (attach schedule)....... 10,691,615 Click to see attachment
List of Attached Documents:
// Content
5,387,725
5,387,725
c Investments—corporate bonds (attach schedule)....... 9,460,669 Click to see attachment
List of Attached Documents:
// Content
8,253,072
8,253,072
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 193,951,075 Click to see attachment
List of Attached Documents:
// Content
158,960,425
158,960,425
14 Land, buildings, and equipment: basis right arrow13,172
Less: accumulated depreciation (attach schedule) right arrow13,172      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 216,754,476 181,616,769 181,616,769
Liabilities 17 Accounts payable and accrued expenses.......... 716 871
18 Grants payable................. 14,823,909 15,444,056
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
1,167,552
Click to see attachment
List of Attached Documents:
// Content
851,815
23 Total liabilities (add lines 17 through 22)......... 15,992,177 16,296,742
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 200,762,299 165,320,027
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 200,762,299 165,320,027
30 Total liabilities and net assets/fund balances (see instructions). 216,754,476 181,616,769
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
200,762,299
2
Enter amount from Part I, line 27a .....................
2
-13,241,604
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
288,601
4
Add lines 1, 2, and 3 ..........................
4
187,809,296
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
22,489,269
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
165,320,027
Form 990-PF (2022)
Form 990-PF (2022)
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 SALE OF PUBLIC SECURITIES   2021-12-30 2022-12-31
b CAPITAL GAINS (LOSSES) - PARTNERSHIPS P 2021-12-30 2022-12-31
c
d
e
(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 34,372,757   36,237,633 -1,864,876
b     2,304,928 -2,304,928
c
d
e
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       -1,864,876
b       -2,304,928
c
d
e
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 -4,169,804
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 2,687
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 2,687
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 2,687
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 280,426
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 380,426
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 377,739
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow377,739 Refundedright arrow 11 0
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCA
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowWWW.COLBURNFOUNDATION.ORG
14
The books are in care ofright arrowLAYNE B PINKERNELL Telephone no.right arrow (818) 399-4427

Located atright arrow11693 SAN VICENTE BLVD PMB 159LOS ANGELESCA ZIP+4right arrow90049
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
CAROL C GRIGOR CHAIRMAN
1.00
0 0 0
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
ALLISON SAMPSON EXECUTIVE DIRECTOR
20.00
81,598 0 0
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
LAYNE PINKERNELL SECRETARY/TREASURER
24.00
61,108 0 0
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
RICHARD COLBURN DIRECTOR
1.00
0 0 0
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
DAVID D COLBURN DIRECTOR
1.00
0 0 0
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
ROBERT ATTIYEH DIRECTOR
1.00
24,000 0 0
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
GAIL EICHENTHAL DIRECTOR
1.00
0 0 0
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
JOHN KNUCHOLS DIRECTOR
1.00
0 0 0
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
CATHERINE HOGEL DIRECTOR
2.00
0 0 0
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
ANGELES INVESTMENT ADVISORS INVESTMENT ADVISOR 293,198
429 SANTA MONICA BLVD STE 650
SANTA MONICA,CA90401
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
25,775,730
b
Average of monthly cash balances.......................
1b
3,014,418
c
Fair market value of all other assets (see instructions)................
1c
158,960,425
d
Total (add lines 1a, b, and c).........................
1d
187,750,573
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
187,750,573
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,816,259
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
184,934,314
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,246,716
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
9,246,716
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,687
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
57,242
c
Add lines 2a and 2b............................
2c
59,929
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,186,787
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
9,186,787
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
9,186,787
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
9,659,611
b
Program-related investments—total from Part VIII-B..................
1b
0
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
9,659,611
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 9,186,787
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 8,984,674
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 9,659,611
a Applied to 2021, but not more than line 2a 8,984,674
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 2022 distributable amount..... 674,937
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(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 0
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
8,511,850
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 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CAROL RINN
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
(818) 399-4427
CRINN@COLBURNFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
PLEASE NOTE THAT WE STRONGLY URGE ALL GRANT SEEKERS TO CONTACT US AT 818-399-4427 BEFORE SUBMITTING A LETTER OF INTENT OR AN APPLICATION. AFTER A CONVERSATION, WE MAY ENCOURAGE YOU TO SUBMIT A LETTER OF INTENT. IF WE ARE UNFAMILIAR WITH YOUR ORGANIZATION OR PROGRAM, WE WILL WANT TO MEET WITH YOU AND/OR OBSERVE YOUR PROGRAM BEFORE ENCOURAGING YOU TO TAKE FURTHER STEPS. MOST OF OUR GRANTS ARE IN THE FORM OF GENERAL OPERATING SUPPORT. WE HAVE AN ONLINE APPLICATION PROCESS AND WILL WALK YOU THROUGH WHEN YOU ARE READY TO SUBMIT AN APPLICATION. THE APPLICATION REQUIRES THE FOLLOWING MISSION AND HISTORY OF YOUR ORGANIZATION, A COPY OF PROOF OF 501C3 STATUS, MOST RECENT TWO AUDITED FINANCIAL STATEMENTS OR FORM 990'S IN THE CASE THAT YOU ARE NOT AUDITED. IF THIS IS MORE THAN A YEAR OLD, PLEASE ALSO SUBMIT AN INTERNAL FINANCIAL STATEMENT FOR THE MOST RECENTLY COMPLETED FISCAL YEAR, CURRENT YEAR BUDGET IF YOU ARE APPLYING FOR FUNDING FOR A FUTURE YEAR'S ACTIVITY.
cAny submission deadlines:
NONE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE GENERALLY AWARDED TO ORGANIZATIONS IN THE SOUTHERN CALIFORNIA AREA. THE PURPOSE OF THE GRANT MUST BE FOR FURTHERING THE STUDY, TEACHING, AND PERFORMANCE OF CLASSICAL MUSIC AND DANCE.
Form 990-PF (2022)
Form 990-PF (2022)
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

AMERICAN YOUTH SYMPHONY INC

2301 ROSECRANS AVE SUITE 2160
EL SEGUNDO,CA90245
  PC SUPPORT OF THE CLASSICAL ARTS 45,000

ARROWHEAD ARTS ASSOCIATION

PO BOX 1925
LAKE ARROWHEAD,CA92352
  PC SUPPORT OF THE CLASSICAL ARTS 1,000

BAROQUE MUSIC FESTIVAL

PO BOX 838
CORONA DEL MAR,CA92625
  PC SUPPORT OF THE CLASSICAL ARTS 13,000

BOSTON COURT PERFORMING ARTS CENTER

PO BOX 60187
PASADENA,CA91116
  PC SUPPORT OF THE CLASSICAL ARTS 3,000

CALIFORNIA YOUNG ARTISTS SYMPHONY

501 S REINO RD SUITE 1 290
NEWBURY PARK,CA91320
  PC SUPPORT OF THE CLASSICAL ARTS 5,000

CAL STATE UNIVERSITY-NORTHRIDGE

18111 NORDOFF STREET
NORTHRIDGE,CA81330
  PC SUPPORT OF THE CLASSICAL ARTS 75,000

CALDER PERFORMING ARTS ORGANIZATION DBA CALDER QUARTET

2662 W 234TH STREET
TORRANCE,CA90505
  PC SUPPORT OF THE CLASSICAL ARTS 5,000

CALIFORNIA BAPTIST UNIVERSITY

8432 MAGNOLIA AVENUE
RIVERSIDE,CA92504
  PC SUPPORT OF THE CLASSICAL ARTS 10,500

CALIFORNIA INSTITUTE OF THE ARTS

24700 MCBEAN PARKWAY
VALENCIA,CA91355
  PC SUPPORT OF THE CLASSICAL ARTS 60,000

CAMERATA PACIFICA

PO BOX 30116
SANTA BARBARA,CA93130
  PC SUPPORT OF THE CLASSICAL ARTS 11,000

CASA ROMANTICA CULTURAL CENTER AND GARDENS

415 AVENIDA GRANADA
SAN CLEMENTE,CA92672
  PC SUPPORT OF THE CLASSICAL ARTS 7,000

CENTER STAGE STRINGS

PO BOX 130524
ANN ARBOR,MI48113
  PC SUPPORT OF THE CLASSICAL ARTS 8,000

CHORUS AMERICA

1200 18TH STREET NW SUITE 1250
WASHINGTON,DC20036
  PC SUPPORT OF THE CLASSICAL ARTS 10,000

DELIRIUM MUSICUM

1800 WINONA BLVD APT 3
LOS ANGELES,CA90027
  PC SUPPORT OF THE CLASSICAL ARTS 25,000

ELEMENTAL MUSIC

1830 LINCOLN BLVD SUITE 100
SANTA MONICA,CA90404
  PC SUPPORT OF THE CLASSICAL ARTS 15,000

ETM-LA INC

2501 W BURBANK BLVD SUITE 301
BURBANK,CA91505
  PC SUPPORT OF THE CLASSICAL ARTS 15,000

FULCRUM ARTS

145 N RAYMOND AVE
PASADENA,CA91103
  PC SUPPORT OF THE CLASSICAL ARTS 25,000

GRAND PERFORMANCES

350 SOUTH GRAND AVENUE SUITE A-4
LOS ANGELES,CA90071
  PC SUPPORT OF THE CLASSICAL ARTS 15,000

GUILD OPERA COMPANY

5737 KANN ROAD SUITE 118
AGOURA HILLS,CA91301
  PC SUPPORT OF THE CLASSICAL ARTS 6,000

HEART OF LOS ANGELES

2701 WILSHIRE BLVD SUITE 100
LOS ANGELES,CA90057
  PC SUPPORT OF THE CLASSICAL ARTS 30,000

IDYLLWILD ARTS FOUNDATION

PO BOX 38
IDYLLWILD,CA92549
  PC SUPPORT OF THE CLASSICAL ARTS 90,000

INNER CITY YOUTH ORCHESTRA LOS ANGELES

6820 LA TIJERA BLVD SUITE 201
LOS ANGELES,CA90045
  PC SUPPORT OF THE CLASSICAL ARTS 11,500

JACARANDA

1626 N BENTON WAY
LOS ANGELES,CA90026
  PC SUPPORT OF THE CLASSICAL ARTS 8,500

JOUYSSANCE EARLY MUSIC ENSEMBLE

2704 ARMSTRONG AVE
LOS ANGELES,CA90039
  PC SUPPORT OF THE CLASSICAL ARTS 10,000

KALEIDOSCOPE CHAMBER ORCHESTRA

PO BOX 251801
LOS ANGELES,CA90025
  PC SUPPORT OF THE CLASSICAL ARTS 10,000

KONTRAPUNKTUS NEO-BAROQUE CHAMBER ORCHESTRA

PO BOX 2959
SEAL BEACH,CA90740
  PC SUPPORT OF THE CLASSICAL ARTS 7,000

KUSC

PO BOX 77913
LOS ANGELES,CA90007
  PC SUPPORT OF THE CLASSICAL ARTS 100,000

LACHS FOUNDATION (FORMERLY ARTS HIGH FOUNDATION)

369 E 1ST STREET 3RD FLOOR SUITE 3
LOS ANGELES,CA90012
  PC SUPPORT OF THE CLASSICAL ARTS 20,000

LA'S BEST

200 NORTH SPRING ST SUITE M-120
LOS ANGELES,CA90012
  PC SUPPORT OF THE CLASSICAL ARTS 5,000

LONG BEACH CAMERATA SINGERS

PO BOX 90511
LONG BEACH,CA90809
  PC SUPPORT OF THE CLASSICAL ARTS 50,000

LONG BEACH OPERA

115 PINE AVE STE 550
LONG BEACH,CA90809
  PC SUPPORT OF THE CLASSICAL ARTS 30,000

LONG BEACH SYMPHONY ASSOCIATION

249 E OCEAN BLVD SUITE 200
LONG BEACH,CA90802
  PC SUPPORT OF THE CLASSICAL ARTS 28,000

LOS ANGELES CHAMBER ORCHESTRA SOCIETY

510 WEST SIXTH ST SUITE 1001
LOS ANGELES,CA90014
  PC SUPPORT OF THE CLASSICAL ARTS 371,000

LOS ANGELES CHILDREN'S CHORUS

585 E COLORADO BLVD
PASADENA,CA91101
  PC SUPPORT OF THE CLASSICAL ARTS 30,000

LOS ANGELES CITY ELEMENTARY SCHOOLS MUSIC ASSOCIATION

PO BOX 361
TOPANGA,CA90290
  PC SUPPORT OF THE CLASSICAL ARTS 11,000

LOS ANGELES COUNTY DEPARTMENT OF ARTS AND CULTURE

1055 WILSHIRE BLVD SUITE 800
LOS ANGELES,CA90017
  PC SUPPORT OF THE CLASSICAL ARTS 13,000

LOS ANGELES COUNTY HIGH SCHOOL FOR THE ARTS

N WARWICK AVE
LOS ANGELES,CA90032
  PC SUPPORT OF THE CLASSICAL ARTS 2,000

LOS ANGELES MASTER CHORALE

135 N GRAND AVENUE
LOS ANGELES,CA90012
  PC SUPPORT OF THE CLASSICAL ARTS 503,000

LOS ANGELES MUSIC AND ART SCHOOL

3630 EAST THIRD ST
LOS ANGELES,CA90063
  PC SUPPORT OF THE CLASSICAL ARTS 10,000

LOS ANGELES OPERA COMPANY

135 N GRAND AVENUE
LOS ANGELES,CA90012
  PC SUPPORT OF THE CLASSICAL ARTS 925,000

LOS ANGELES PHILHARMONIC ASSOCIATION

151 SOUTH GRAND AVENUE
LOS ANGELES,CA90012
  PC SUPPORT OF THE CLASSICAL ARTS 915,000

MADISON PROJECT

C/O THE BROAD STAGE 1900 PICO BLVD
SANTA MONICA,CA90405
  PC SUPPORT OF THE CLASSICAL ARTS 35,000

MARLBORO SCHOOL OF MUSIC

1528 WALNUT STREET SUITE 301
PHILADELPHIA,PA19102
  PC SUPPORT OF THE CLASSICAL ARTS 60,000

MONDAY EVENING CONCERTS

514 S CURSON
LOS ANGELES,CA90036
  PC SUPPORT OF THE CLASSICAL ARTS 5,000

MUSIC ACADEMY OF THE WEST

1070 FAIRWAY ROAD
SANTA BARBARA,CA93108
  PC SUPPORT OF THE CLASSICAL ARTS 70,000

MUSICA ANGELICA

65 PINE AVE 12
LONG BEACH,CA90802
  PC SUPPORT OF THE CLASSICAL ARTS 420,000

MUSYCA CHILDREN'S CHOIR

10110 MELINDA WAY 5
NORTHRIDGE,CA91325
  PC SUPPORT OF THE CLASSICAL ARTS 17,000

NATIONAL CHILDREN'S CHORUS

580 HILGARD AVENUE UNIT 29
LOS ANGELES,CA90024
  PC SUPPORT OF THE CLASSICAL ARTS 7,000

NEED DONEE NAME

9201 OLYMPIC BLVD SUITE 200
BEVERLY HILLS,CA90212
  PC SUPPORT OF THE CLASSICAL ARTS 5,000

NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION

358 SOUTH BOYLE AVENUE
LOS ANGELES,CA90033
  PC SUPPORT OF THE CLASSICAL ARTS 70,000

THE NEW SCHOOL

66 WEST 12TH STREET
NEW YORK,NY10011
  PC SUPPORT OF THE CLASSICAL ARTS 25,000

NEW WEST SYMPHONY ASSOCIATION

2100 THOUSAND OAKS BLVD SUITE D
THOUSAND OAKS,CA91362
  PC SUPPORT OF THE CLASSICAL ARTS 25,000

NON-UNITARY PARTNERSHIP CHARITABLE CONTRIBUTIONS

9201 OLYMPIC BLVD SUITE 200
BEVERLY HILLS,CA90212
  PC PARTNERSHIP CHARITABLE CONTRIBUTIONS 289

OCCIDENTAL COLLEGE

1600 CAMPUS ROAD
LOS ANGELES,CA90041
  PC SUPPORT OF THE CLASSICAL ARTS 20,000

OLYMPIA PHILHARMONIC SOCIETY

465 W LEROY AVE
ARCADIA,CA91007
  PC SUPPORT OF THE CLASSICAL ARTS 7,000

PACIFIC CHORALE

3303 HARBOR BLVD SUITE E5
COSTA MESA,CA92626
  PC SUPPORT OF THE CLASSICAL ARTS 22,000

PACIFIC OPERA PROJECT

5040 ONTEORA WAY
LOS ANGELES,CA90041
  PC SUPPORT OF THE CLASSICAL ARTS 25,000

PACIFIC SYMPHONY

17620 FITCH SUITE 100
IRVINE,CA92614
  PC SUPPORT OF THE CLASSICAL ARTS 50,000

PASADENA CONSERVATORY OF MUSIC

100 NORTH HILLS AVENUE
PASADENA,CA91106
  PC SUPPORT OF THE CLASSICAL ARTS 40,000

PASADENA SYMPHONY ASSOCIATION

150 S LOS ROBLES AVE SUITE 460
PASADENA,CA91101
  PC SUPPORT OF THE CLASSICAL ARTS 15,000

PHILHARMONIC SOCIETY OF ORANGE COUNTY

1124 MAIN STREET SUITE B
IRVINE,CA92614
  PC SUPPORT OF THE CLASSICAL ARTS 50,000

PITTANCE CHAMBER MUSIC

1515 BRAEBURN ROAD
ALTADENAA,CA91001
  PC SUPPORT OF THE CLASSICAL ARTS 1,000

REDLANDS SYMPHONY ASSOCIATION

210 E CITRUS AVE
REDLANDS,CA92373
  PC SUPPORT OF THE CLASSICAL ARTS 8,000

RENAISSANCE ARTS ACADEMY

2558 N SAN FERNANDO ROAD
LOS ANGELES,CA90065
  PC SUPPORT OF THE CLASSICAL ARTS 40,000

RIVERSIDE COMMUNITY COLLEGE DISTRICT FOUNDATION

PO BOX 907
RIVERSIDE,CA92502
  PC SUPPORT OF THE CLASSICAL ARTS 12,000

RIVERSIDE PHILHARMONIC ORCHESTRA

PO BOX 1601
RIVERSIDE,CA92502
  PC SUPPORT OF THE CLASSICAL ARTS 10,000

SAINT JAMES EPISCOPAL CHURCH

3903 WILSHIRE BLVD
LOS ANGELES,CA90010
  PC SUPPORT OF THE CLASSICAL ARTS 60,000

SANTA CECILIA OPERA AND ORCHESTRA ASSOCIATION

2759 WEST BROADWAY
LOS ANGELES,CA90041
  PC SUPPORT OF THE CLASSICAL ARTS 28,000

SANTA MONICA COLLEGE FOUNDATION

1516 PICO BLVD
SANTA MONICA,CA90405
  PC SUPPORT OF THE CLASSICAL ARTS 5,000

SANTA MONICA SYMPHONY ASSOCIATION

PO BOX 3101
SANTA MONICA,CA90408
  PC SUPPORT OF THE CLASSICAL ARTS 10,000

SANTA MONICA YOUTH ORCHESTRA

PO BOX 128
SANTA MONICA,CA90406
  PC SUPPORT OF THE CLASSICAL ARTS 17,000

SAVE THE MUSIC

1515 BROADWAY 26TH FLOOR
NEW YORK,NY10036
  PC SUPPORT OF THE CLASSICAL ARTS 40,000

SEGERSTROM CENTER FOR THE ARTS

600 TOWN CENTER DRIVE
COSTA MESA,CA92626
  PC SUPPORT OF THE CLASSICAL ARTS 25,000

SONGFEST

885 BUTTE STREET
CLAREMONT,CA91711
  PC SUPPORT OF THE CLASSICAL ARTS 25,000

SOUTH BAY CHAMBER MUSIC SOCIETY INC

PO BOX 2313
PALOS VERDES PENINSU,CA90274
  PC SUPPORT OF THE CLASSICAL ARTS 5,000

STREET SYMPHONY PROJECT

PO BOX 86027
LOS ANGELES,CA90086
  PC SUPPORT OF THE CLASSICAL ARTS 13,500

TAOS SCHOOL OF MUSIC INC

PO BOX 2630
TAOS,NM87571
  PC SUPPORT OF THE CLASSICAL ARTS 9,000

TESSARAE BAROQUE

428 EAST LAS FLORES DRIVE
ALTADENA,CA91001
  PC SUPPORT OF THE CLASSICAL ARTS 16,000

THE CHAMBER MUSIC SOCIETY OF LINCOLN CENTER

70 LINCOLN CENTER PLAZA
NEW YORK,NY10023
  PC SUPPORT OF THE CLASSICAL ARTS 15,000

THE COLBURN SCHOOL

200 S GRAND AVENUE
LOS ANGELES,CA90012
  PC SUPPORT OF THE CLASSICAL ARTS 4,030,000

THE DA CAMERA SOCIETY

10 CHESTER PLACE
LOS ANGELES,CA90007
  PC SUPPORT OF THE CLASSICAL ARTS 90,000

THE HARMONY PROJECT

325 N LARCHMONT BLVD 604
LOS ANGELES,CA90001
  PC SUPPORT OF THE CLASSICAL ARTS 20,000

THE MUSIC GUILD

6303 WILSHIRE BLVD SUITE 206
LOS ANGELES,CA90048
  PC SUPPORT OF THE CLASSICAL ARTS 14,000

THE OPERA BUFFS INC

902 INVERNESS DRIVE
RANCHO MIRAGE,CA92270
  PC SUPPORT OF THE CLASSICAL ARTS 5,000

THE PERFORMING ARTS CENTER OF LOS ANGELES COUNTY

135 N GRAND AVE
LOS ANGELES,CA90012
  PC SUPPORT OF THE CLASSICAL ARTS 12,000

UCLA FOUNDATION

2539 SCHOENBERG MUSIC BLDG BOX
57234
LOS ANGELES,CA90095
  PC SUPPORT OF THE CLASSICAL ARTS 70,000

USC THORNTON SCHOOL OF MUSIC

840 W 34TH STREET
LOS ANGELES,CA90089
  PC SUPPORT OF THE CLASSICAL ARTS 180,000

VERDI CHORUS

837 LINCOLN BLVD APT 10
SANTA MONICA,CA90403
  PC SUPPORT OF THE CLASSICAL ARTS 2,500

VOX FEMINA LOS ANGELES

3341 CAROLINE AVE
CULVER CITY,CA90232
  PC SUPPORT OF THE CLASSICAL ARTS 15,000

WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS

9390 N SANTA MONICA BLVD
BEVERLY HILLS,CA90210
  PC SUPPORT OF THE CLASSICAL ARTS 5,000

YOUNG CONCERT ARTISTS

1776 BROADWAY SUITE 1500
NEW YORK,NY10019
  PC SUPPORT OF THE CLASSICAL ARTS 30,000

YOUNG MUSICIANS FOUNDATION

1844 CYPRESS AVE 101
LOS ANGELES,CA90065
  PC SUPPORT OF THE CLASSICAL ARTS 13,000
Total .................................right arrow 3a 9,328,789
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 4,018,589  
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 .....     18    
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -4,169,804  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME
    01 573  
bPARTNERSHIP INCOME     18 -1,429,372  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 -1,580,014 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-1,580,014
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
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Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 41,990 0   41,990

TY 2022 InvestmentsCorpBondsSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Name of Bond End of Year Book Value End of Year Fair Market Value
PIMCO INCOME INSTL (PIMIX) 797,398336SH 8,253,072 8,253,072

TY 2022 InvestmentsCorpStockSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD PRIMECAP CORE I (VPCCX) 37,711.901SH 1,025,009 1,025,009
VANGUARD TOTAL INTL STOC (VTSNX) 36,504.43SH 4,067,324 4,067,324
VANGUARD 500 INDEX ADMIR (VFIAX) 834.1820SH 295,392 295,392

TY 2022 InvestmentsGovtObligationsSch
Name:
COLBURN FOUNDATION
EIN:
95-4693145
US Government Securities - End of Year Book Value:

8,183,218
US Government Securities - End of Year Fair Market Value:

8,183,218
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2022 InvestmentsOtherSchedule2
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADAGE CAPITAL PARTNERS FMV 15,591,351 15,591,351
ANGELES ABSOLUTE RETURN FUND FMV 17,265,388 17,265,388
ANGELES DIRECT EQUITY FUND 1, L.P. FMV 2,105,376 2,105,376
ANGELES DIVERSIFIED INCOME FUND FMV 26,349,646 26,349,646
ANGELES GLOBAL EQUITY OPPORTUNITY FUND FMV 45,784,436 45,784,436
ANGELES PRIVATE CREDIT FUND 2 FMV 1,128,648 1,128,648
ANGELES PRIVATE MARKET FUND 1 FMV 10,710,455 10,710,455
ANGELES PRIVATE MARKET FUND 2 FMV 8,272,601 8,272,601
ANGELES PRIVATE MARKET FUND 3 FMV 6,020,087 6,020,087
ANGELES PRIVATE MARKET FUND 4 FMV 3,349,624 3,349,624
ANGELES PRIVATE MARKET FUND 5 FMV 643,193 643,193
ANGELES PRIVATE CREDIT FUND FMV 3,148,363 3,148,363
ANGELES REAL ASSET FUND I FMV 811,411 811,411
BAIN CAPITAL ASIA FUND III FMV 1,296,318 1,296,318
BAIN CAPITAL FUND XI FMV 2,013,229 2,013,229
BROOKFIELD CAPITAL PARTNERS IV FMV 2,853,226 2,853,226
CHARLSEBANK EQUITY VIII FMV 1,262,744 1,262,744
CLEARLAKE CAPITAL PARTNERS IV FMV 2,572,019 2,572,019
DOVER STREET VIII FMV 597,226 597,226
DUNE REAL ESTATE FUND III FMV 1,915,400 1,915,400
GSO ENERGY SELECT OPPORTUNITY FUND FMV 385,846 385,846
KAYNE ANDERSON ENERGY FUND IV (QP) FMV 93,215 93,215
LONE STAR REAL ESTATE FUND IV (US) FMV 546,440 546,440
LONE STAR FUND IX (US) FMV 775,652 775,652
LONE STAR FUND VIII (US) FMV 666,536 666,536
SCULPTOR REAL ESTATE PARALLEL FUND III A FMV 670,879 670,879
SCULPTOR REAL ESTATE PARALLEL FUND II A FMV 132,542 132,542
ORBIMED ROYALTY OPPORTUNITY FUND II FMV 65,387 65,387
VISTA EQUITY PARTNERS FUND V (CAYMAN) FMV 1,124,731 1,124,731
PATHWAY PRIVATE EQUITY FUND 2007 FMV 790,447 790,447
LONE STAR REAL ESTATE FUND III (US) FMV 12,019 12,019
LONE STAR REAL ESTATE FUND II (US) FMV 5,990 5,990

TY 2022 LegalFeesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 12,610 0   12,610


TY 2022 OtherDecreasesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Description Amount
UNREALIZED GAINS(LOSSES) FOR INVESTMENTS 22,489,269


TY 2022 OtherExpensesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PARTNERSHIP EXPENSES 756,216 1,344,743   0
INSURANCE 9,960 0   9,960
TELEPHONE 1,802 0   1,802
OFFICE SUPPLIES 1,706 0   1,550
EQUIPMENT LEASE AND RENTALS 14,011 0   14,011
MISCELLANEOUS 326 0   325


TY 2022 OtherIncomeSchedule2
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 0 -2,040,716 0
OTHER INCOME 573   573
PARTNERSHIP INCOME -1,429,372   -1,429,372


TY 2022 OtherIncreasesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Description Amount
DEFERRED EXCISE TAX BENEFIT 288,601


TY 2022 OtherLiabilitiesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX LIABILITIES 1,167,552 851,815


TY 2022 OtherProfessionalFeesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 293,198 293,198   0
OTHER PROFESSSIONAL FEES 4,894 0   4,894


TY 2022 TaxesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 245,257 0   0
FOREIGN TAXES 101,793 101,793   0