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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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$194,280,032J 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... 4,230,172 3,321,565  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,263,665
b Gross sales price for all assets on line 6a 17,692,502
7 Capital gain net income (from Part IV, line 2)... 4,121,282
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)....... Click to see attachment
List of Attached Documents:
// Content
4,933 7,557,033  
12 Total. Add lines 1 through 11........ 14,498,770 14,999,880  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 178,927     234,802
14 Other employee salaries and wages...... 53,726     53,726
15 Pension plans, employee benefits....... 2,149     2,149
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
12,000     12,000
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
63,613     63,613
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,304,362 1,571,667    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
318,993 95,056   11,720
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,531     1,531
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
36,650     36,650
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,971,951 1,666,723   416,191
25 Contributions, gifts, grants paid....... 12,917,605 8,870,997
26 Total expenses and disbursements. Add lines 24 and 25 14,889,556 1,666,723   9,287,188
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -390,786
b Net investment income (if negative, enter -0-) 13,333,157
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 19,135 8,600 8,600
2 Savings and temporary cash investments......... 574,419 725,170 725,170
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.......... 238,775 331,633 331,633
10a Investments—U.S. and state government obligations (attach schedule) 8,183,218 Click to see attachment
List of Attached Documents:
// Content
9,752,461 		9,752,461
b Investments—corporate stock (attach schedule)....... 5,387,725 Click to see attachment
List of Attached Documents:
// Content
7,032,850 		7,032,850
c Investments—corporate bonds (attach schedule)....... 8,253,072 Click to see attachment
List of Attached Documents:
// Content
9,903,010 		9,903,010
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).......... 158,960,425 Click to see attachment
List of Attached Documents:
// Content
166,526,308 		166,526,308
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 181,616,769 194,280,032 194,280,032
Liabilities 17 Accounts payable and accrued expenses.......... 871 3,069
18 Grants payable................. 15,444,056 19,389,164
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
851,815 		Click to see attachment
List of Attached Documents:
// Content
799,526
23 Total liabilities (add lines 17 through 22)......... 16,296,742 20,191,759
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........... 165,320,027 174,088,273
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)..... 165,320,027 174,088,273
30 Total liabilities and net assets/fund balances (see instructions). 181,616,769 194,280,032
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
165,320,027
2
Enter amount from Part I, line 27a .....................
2
-390,786
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,159,032
4
Add lines 1, 2, and 3 ..........................
4
174,088,273
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
174,088,273
Form 990-PF (2023)
Form 990-PF (2023)
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 VARIOUS CAPITAL GAINS FROM K-1S P 2022-01-01 2023-12-30
b VARIOUS SALE OF PUBLIC SECURITIES P 2022-01-01 2023-12-31
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 4,088,321     4,088,321
b 32,961     32,961
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       4,088,321
b       32,961
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 4,121,282
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  
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) 1 185,331
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  
3 Add lines 1 and 2........................... 3 185,331
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 185,331
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 377,739
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 377,739
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
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 10 192,408
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow192,408 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 2023 or the taxable year beginning in 2023? 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
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 arrowcolburnfoundation.org
14
The books are in care ofright arrowLAYNE 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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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    
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
ALLISON SAMPSON EXECUTIVE DIR.
20.00 		88,350 3,534  
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
LAYNE PINKERNELL Secretary/Treas
24.00 		63,043    
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
RICHARD W COLBURN DIRECTOR
1.00 		0    
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
DAVID D COLBURN Director
1.00 		0    
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
ROBERT S ATTIYEH Director
1.00 		24,000    
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
GAIL EDEN EICHENTHAL Director
1.00 		0    
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
JOHN P NUCKOLS Director
1.00 		0    
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
CATHERINE HOGEL Director
2.00 		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
CAROL RINN GRANT ADMIN
24.00 		53,726 2,149  
11693 SAN VICENTE BLVD PMB 159
LOS ANGELS,CA90049
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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 280,329
429 SANTA MONICA BLVD STE 650
SANTA MONICA,CA90401
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
23,054,777
b
Average of monthly cash balances.......................
1b
1,299,770
c
Fair market value of all other assets (see instructions)................
1c
166,526,307
d
Total (add lines 1a, b, and c).........................
1d
190,880,854
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
 
3
Subtract line 2 from line 1d.........................
3
190,880,854
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,863,213
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
188,017,641
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,400,882
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
9,400,882
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
185,331
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
185,331
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,215,551
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
9,215,551
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
9,215,551
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
9,287,188
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
9,287,188
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 9,215,551
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 8,511,850
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 9,287,188
a Applied to 2022, but not more than line 2a 8,511,850
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 775,338
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		8,440,213
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 VICENTRE 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: 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 FAMILIAR 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 WE WILL WALK YOU THROUGH WHEN YOU ARE READY TO SUBMIT AN APPLICATION. THE APPLICATION REQUIRES THE FOLLOWING: MISSION AND HISTORY OF YOUR ORGANIZATION, PROOF OF 501(C)(3) STATUS, MOST RECENT TWO AUDITED FINANCIAL STATEMENTS (OR FORM 990'S IF YOU ARE NOT AUDITIED). IF THE LATTER ARE MORE THAN A YEAR OLD, PLEASE ALSO SUBMIT INTERNAL FINANCIAL STATEMENTS FOR YOUR MOST RECENT COMPLETED FISCAL YEAR AND A CURRENT 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 CAIFORNIA AREA. THE PURPOSE OF THE GRANT MUST BE FOR FURTHERING THE STUDY, TEACHING, AND PERFORMANCE OF CLASSICAL MUSIC AND DANCE.
Form 990-PF (2023)
Form 990-PF (2023)
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 FRIENDS OF THE LONDON PHIL


39 WEST 37TH ST FLOOR 12A
NEW YORK,NY10018 		NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
WALLIS ANNENBURG CENTER FOR THE PER


9390 N SANTA MONICA BLVD
BEVERLY HILLS,CA90210 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
ARROWHEAD ARTS ASSOCIATION


PO BOX 1925
LAKE ARROWHEAD,CA92352 		NONE PC SUPPORT OF THE CLASSICAL ARTS 1,000
AMERICAN YOUTH SYMPHONY INC


2301 ROSECRANS AVE STE 2160
EL SEGUNDO,CA90245 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
BAROQUE MUSIC FESTIVAL CORONA DEL M


PO BOX 838
CORONA DEL MAR,CA92625 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
BOSTON COURT PERFORMING ARTS CENTER


PO BOX 60187
PASADENA,CA91116 		NONE PC SUPPORT OF THE CLASSICAL ARTS 7,500
CALDER PERFORMING ARTS ORGANIZATION


2662 W 234TH STREET
TORRANCE,CA90505 		NONE PC SUPPORT OF THE CLASSICAL ARTS 4,000
CALIFORNIA BAPTIST UNIVERSITY


8432 MAGNOLIA AVENUE UNI ADVANCEM
RIVERSIDE,CA92504 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
CAMERATA PACIFICA


PO BOX 30116
SANTA BARBARA,CA93130 		NONE PC SUPPORT OF THE CLASSICAL ARTS 11,000
CASA ROMANTICA CULTURAL CENTER GARD


415 AVENIDA GRANADA
SAN CLEMENTE,CA92672 		NONE PC SUPPORT OF THE CLASSICAL ARTS 5,000
CENTER STAGE STRINGS


PO BOX 130524
ANN ARBOR,MI48113 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
THE CHAMBER MUSIC SOCIETY OF LINCOL


70 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
CHORUS AMERICA


1200 18TH SREET NW STE 1250
WASHING,DC20036 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
CALIF INSTITUTE OF THE ARTS


24700 MCBEAN PARKWAY
VALENCIA,CA91355 		NONE PC SUPPORT OF THE CLASSICAL ARTS 30,000
The Colburn School


200 S Grand Avenue
Los Angeles,CA90012 		NONE PC SUPPORT OF THE CLASSICAL ARTS 4,381,997
Compton Conservatory of Music


PO Box 4756
Compton,CA90224 		NONE PC SUPPORT OF THE CLASSICAL ARTS 6,000
Cal State University-Northridge


18111 Nordoff Street
Northridge,CA91330 		NONE PC SUPPORT OF THE CLASSICAL ARTS 50,000
Da Camera Society


10 Chester Place
Los Angeles,CA90007 		NONE PC SUPPORT OF THE CLASSICAL ARTS 40,000
Delirium Musicum


1800 Winona BlvdApt 3
Los Angeles,CA90027 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Dream Orchestra


3435 Wilshire BlvdSuite 1950
Los Angeles,CA90010 		NONE PC SUPPORT OF THE CLASSICAL ARTS 12,000
Elemental Music


1830 Lincoln Blvd Suite 102
Santa Monica,CA90404 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
ETM-LA Inc


2501 W Burbank Blvd Suite 301
Burbank,CA91505 		NONE PC SUPPORT OF THE CLASSICAL ARTS 11,500
Glendale Youth Symphony


209 East Lomita
Glendale,CA91205 		NONE PC SUPPORT OF THE CLASSICAL ARTS 5,000
Grand Performances


350 S Grand Ave Suite A4
Los Angeles,CA90071 		NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
Guild Opera Company


5737 Kann Road Suite 118
Agoura Hills,CA91301 		NONE PC SUPPORT OF THE CLASSICAL ARTS 5,000
The Harmony Project


325 N Larchmont Blvd 604
Los Angeles,CA90001 		NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
Heart of Los Angeles


2701 Wilshire Blvd STE 100
LOS ANGELES,CA90057 		NONE PC SUPPORT OF THE CLASSICAL ARTS 30,000
Idyllwild Arts Foundation


52500 Temecula Road 38
Idyllwild,CA92549 		NONE PC SUPPORT OF THE CLASSICAL ARTS 50,000
Org of American Kodaly Educators In


38600 Pne Drive
Cherry Valley,CA92223 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Inner City Youth Orchestra Los Ange


6820 La Tijera Blvd STE 201
Los Angeles,CA90045 		NONE PC SUPPORT OF THE CLASSICAL ARTS 23,000
Jacaranda


1626 N Benton Way
Los Angeles,CA90026 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Jouyassance


2704 Armstrong Avenue
Los Angeles,CA90039 		NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
Kaleidoscope Chamber Orchestra


PO Box 251801
Los Angeles,CA90025 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Kontrapunktus Neo-Baroque Chamber O


PO Box 2959
Seal Beach,CA90740 		NONE PC SUPPORT OF THE CLASSICAL ARTS 3,000
KUSC


P O Box 77913
Los Angeles,CA90007 		NONE PC SUPPORT OF THE CLASSICAL ARTS 100,000
Los Angeles Children's Chorus


585 E Colorado Blvd
Pasadena,CA91101 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
LA Chamber Orchestra Society


510 West Sixth St STE 1001
Los Angeles,CA90014 		NONE PC SUPPORT OF THE CLASSICAL ARTS 316,000
Los Angeles County Department of AR


500 West Temple St B-79-2
LOS ANGELES,CA90012 		NONE PC SUPPORT OF THE CLASSICAL ARTS 24,000
LA City Elementary Schools of Music


15344 Weddington St 107
Sherman Oaks,CA91411 		NONE PC SUPPORT OF THE CLASSICAL ARTS 6,000
LACHSA Foundation


369 E 1st Street 3rd Floor Suite
Los Angeles,CA90012 		NONE PC SUPPORT OF THE CLASSICAL ARTS 16,000
Los Angeles Master Chorale


135 N Grand Avenue
Los Angeles,CA90012 		NONE PC SUPPORT OF THE CLASSICAL ARTS 230,000
Los Angeles Opera Company


135 N Grand Avenue
Los Angeles,CA90012 		NONE PC SUPPORT OF THE CLASSICAL ARTS 988,000
Los Angeles Philharmonic Assn


151 South Grand Avenue
LOS ANGELES,CA90012 		NONE PC SUPPORT OF THE CLASSICAL ARTS 753,000
Long Beach Opera


115 Pine Avenue STE 550
LONG BEACH,CA90802 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Long Beach Symphony Association


249 E Ocean Blvd STE 200
LONG BEACH,CA90802 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Long Beach Camerata Singers


PO Box 90511
Long Beach,CA90809 		NONE PC SUPPORT OF THE CLASSICAL ARTS 50,000
Madison Project co The Broad Stage


1900 Pico Blvd
SANTA MONICA,CA90405 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Marlboro School of Music


1528 Walnut Street STE 301
Philadelphia,PA19102 		NONE PC SUPPORT OF THE CLASSICAL ARTS 50,000
Monday Evening Concerts


514 S Curson
Los Angeles,CA90036 		NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
Music Academy of the West


1070 Fairway Road
SANTA BARBARA,CA93108 		NONE PC SUPPORT OF THE CLASSICAL ARTS 35,000
The Music Guild


6303 Wilshire Blvd STE 206
LOS ANGELES,CA90048 		NONE PC SUPPORT OF THE CLASSICAL ARTS 13,500
Musica Angelica


65 Pine Ave 12
Long Beach,CA90802 		NONE PC SUPPORT OF THE CLASSICAL ARTS 270,000
MUSYCA Children's Choir


10110 Melinda Way 5
Northridge,CA91325 		NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
Musica Transaplina


2520 Kincaid Drive APT 101
COSTA MESA,CA92626 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
National Children's Chorus


580 Hilgard Avenue UNIT 29
LOS ANGELES,CA90024 		NONE PC SUPPORT OF THE CLASSICAL ARTS 6,000
Neighborhood Music School Associati


358 South Boyle Avenue
LOS ANGELES,CA90033 		NONE PC SUPPORT OF THE CLASSICAL ARTS 60,000
The New School


55 West 13th Street ROOM 929
NEW YORK,NY10011 		NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
New West Symphony Association


2100 Thousand Oaks Blvd STE D
THOUSAND OAKS,CA91362 		NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
Occidental College


1600 Campus Road
Los Angeles,CA90041 		NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
Ojai Festivals Ltd


P O Box 185
Ojai,CA93024 		NONE PC SUPPORT OF THE CLASSICAL ARTS 50,000
Olympia Philharmonic Society


465 W LeRoy Ave
Arcadia,CA91007 		NONE PC SUPPORT OF THE CLASSICAL ARTS 6,000
Pacific Symphony


17620 Fitch STE 100
Irvine,CA92614 		NONE PC SUPPORT OF THE CLASSICAL ARTS 50,000
Pacific Chorale


3303 Harbor Blvd STE E5
Costa Mesa,CA92626 		NONE PC SUPPORT OF THE CLASSICAL ARTS 21,500
Pacific Opera Project


2665 San Pablo Way
Duarte,CA91010 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Pasadena Conservatory of Music


100 North Hills Avenue
Pasadena,CA91106 		NONE PC SUPPORT OF THE CLASSICAL ARTS 40,000
Pasadena Symphony Association


150 S Los Robles Ave STE 460
Pasadena,CA91101 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
The Performing Arts Center of LA CO


135 N GRAND AVE
LOS ANGELES,CA90012 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Philharmonic Society of Orange Coun


1124 Main Street Suite B
Irvine,CA92614 		NONE PC SUPPORT OF THE CLASSICAL ARTS 90,000
Redlands Symphony Association


210 E Citrus Ave
Redlands,CA92373 		NONE PC SUPPORT OF THE CLASSICAL ARTS 5,000
Renaissance Arts Academy


2558 N San Fernando Road
Los Angeles,CA90065 		NONE PC SUPPORT OF THE CLASSICAL ARTS 30,000
Riverside Community College Distric


PO Box 907
RIVERSIDE,CA92502 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Riverside Philharmonic


PO Box 1601
Riverside,CA92502 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Santa Monica Symphony Association


PO Box 3101
Santa Monica,CA90408 		NONE PC SUPPORT OF THE CLASSICAL ARTS 11,000
Santa Cecilia Opera and Orchestra A


2759 West Broadway
Los Angeles,CA90041 		NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
Santa Monica Youth Orchestra


PO Box 128
Santa Monica,CA90406 		NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
Santa Monica College Foundation


1900 Pico Blvd
Santa Monica,CA90405 		NONE PC SUPPORT OF THE CLASSICAL ARTS 1,000
Segerstrom Center for the Arts


600 Town Center Drive
Costa Mesa,CA92626 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
SOL-LA Music Academy


1812 Stanford Street
SANTA MONICA,CA90404 		NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
Songfest


5671 B Kugler Mill Road
Cincinnati,OH45236 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
South Bay Chamber Music Society Inc


PO Box 2313
Palos Verdes Peninsu,CA90274 		NONE PC SUPPORT OF THE CLASSICAL ARTS 5,000
St James Episcopal Church


3903 Wilshire Blvd
Los Angeles,CA90010 		NONE PC SUPPORT OF THE CLASSICAL ARTS 50,000
Street Symphony Project


1001 Wilshire Blvd PMB 2258
Los Angeles,CA90017 		NONE PC SUPPORT OF THE CLASSICAL ARTS 11,000
Taos School of Music Inc


P O Box 2630
TAOS,NM87571 		NONE PC SUPPORT OF THE CLASSICAL ARTS 8,000
Tessarae Baroque


428 East Las Flores Drive
Altadena,CA91001 		NONE PC SUPPORT OF THE CLASSICAL ARTS 16,000
UCLA Foundation


2539 Schoenberg Music Bldg 57234
LOS ANGELES,CA90095 		NONE PC SUPPORT OF THE CLASSICAL ARTS 66,000
Urban Voices Project


420 S San Pedro St APT 423
LOS ANGELES,CA90013 		NONE PC SUPPORT OF THE CLASSICAL ARTS 5,000
USC Thornton School of Music


840 W 34th Street
Los Angeles,CA90089 		NONE PC SUPPORT OF THE CLASSICAL ARTS 155,000
Verdi Chorus


837 Lincoln Blvd 10
SANTA MONICA,CA90403 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
VOX Femina Los Angeles


3341 Caroline Ave
Culver City,CA90232 		NONE PC SUPPORT OF THE CLASSICAL ARTS 12,000
West Los Angeles Symphony Inc


10880 Wilshire Blvd Ste 900
LOS ANGELES,CA90024 		NONE PC SUPPORT OF THE CLASSICAL ARTS 5,000
Young Concert Artists


1776 Broadway Suite 1500
New York,NY10019 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Young Musicians Foundation


1044 E Jefferson Blvd Suite A
LOS ANGELES,CA90011 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Total .................................right arrow 3a 8,895,997
bApproved for future payment
The Colburn School

200 S Grand Avenue
Los Angeles,CA90012 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,305,000
Los Angeles Opera Company

135 N Grand Avenue
Los Angeles,CA90012 		NONE PC SUPPORT OF THE CLASSICAL ARTS 1,300,000
American Youth Symphony Inc

2301 Rosecrans Ave Suite 2160
El Segundo,CA90245 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Baroque Music Festival Corona Del M

PO Box 838
Corona Del Mar,CA92625 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Boston Court Performing Arts Center

PO Box 60187
Pasadena,CA91116 		NONE PC SUPPORT OF THE CLASSICAL ARTS 7,500
California Baptist University

8432 Magnolia Avenue
Riverside,CA92504 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
CA Young Artists Symphony

501 S Reino Road Suite 1 290
Newbury Park,CA91320 		NONE PC SUPPORT OF THE CLASSICAL ARTS 7,500
Compton Conservatory of Music

PO Box 4756
Compton,CA90224 		NONE PC SUPPORT OF THE CLASSICAL ARTS 7,000
Con Gioia Early Music Ensemble

939 W Bonita Avenue
Claremont,CA91711 		NONE PC SUPPORT OF THE CLASSICAL ARTS 4,000
Cal State University-Northridge

18111 Nordoff Street
Northridge,CA91330 		NONE PC SUPPORT OF THE CLASSICAL ARTS 92,500
Elemental Music

1830 Lincoln Blvd Suite 102
Santa Monica,CA90404 		NONE PC SUPPORT OF THE CLASSICAL ARTS 45,000
Grand Performances

350 S Grand Ave Suite A4
Los Angeles,CA90071 		NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
Idyllwild Arts Foundation

52500 Temecula Road 38
Idyllwild,CA92549 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Inner City Youth Orchestra Los Ange

6820 La Tijera Blvd Suite 201
Los Angeles,CA90045 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Los Angeles Children's Chorus

585 E Colorado Blvd
Pasadena,CA91101 		NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Los Angeles Music and Art School

3630 East Third St
Los Angeles,CA90063 		NONE PC SUPPORT OF THE CLASSICAL ARTS 50,000
Los Angeles Philharmonic Assn

151 South Grand Avenue
Los Angeles,CA90012 		NONE PC SUPPORT OF THE CLASSICAL ARTS 750,000
Monday Evening Concerts

514 S Curson
Los Angeles,CA90036 		NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
The Music Guild

6303 Wilshire Blvd Suite 206
Los Angeles,CA90048 		NONE PC SUPPORT OF THE CLASSICAL ARTS 12,500
The New School

55 West 13th Street Room 929
New York,NY10011 		NONE PC SUPPORT OF THE CLASSICAL ARTS 50,000
Olympia Philharmonic Society

465 W LeRoy Ave
Arcadia,CA91007 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Pasadena Symphony Association

150 S Los Robles Ave Suite 460
Pasadena,CA91101 		NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
The Performing Arts Center of LA Co

135 N Grand Ave
Los Angeles,CA90012 		NONE PC SUPPORT OF THE CLASSICAL ARTS 12,500
Santa Monica Symphony Association

PO Box 3101
Santa Monica,CA90408 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Segerstrom Center for the Arts

600 Town Center Drive
Costa Mesa,CA92626 		NONE PC SUPPORT OF THE CLASSICAL ARTS 60,000
Taos School of Music Inc

P O Box 2630
Taos,NM87571 		NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
UCLA Foundation

2539 Schoenberg Music Bldg 57234
Los Angeles,CA90095 		NONE PC SUPPORT OF THE CLASSICAL ARTS 100,000
UCLA Clark Library's Chamber Music

PO Box 7145
Pasadena,CA91109 		NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
Verdi Chorus

837 Lincoln Blvd 10
Santa Monica,CA90403 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Young Concert Artists

1776 Broadway Suite 1500
New York,NY10019 		NONE PC SUPPORT OF THE CLASSICAL ARTS 50,000
Young Musicians Foundation

1044 E Jefferson Blvd Suite A
Los Angeles,CA90011 		NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Total ................................. right arrow 3b 13,103,500
Form 990-PF (2023)
Form 990-PF (2023)
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 4,230,172  
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 ..... 901101 1,091,330 18 1,091,330  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 10,263,665  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS 		    1 4,933  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 1,091,330 13,407,440  
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,498,770
(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 (2023)
Form 990-PF (2023)
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.
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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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 63,613 0 0 63,613

TY 2023 InvestmentsCorpBondsSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
23017517
Software Version:
2023v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
PIMCO INCOME INSTL (PIMIX) 9,903,010 9,903,010

TY 2023 InvestmentsCorpStockSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
23017517
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD PRIMECAP CORE I (VPCCX) 1,266,032 1,266,032
VANGUARD TOTAL INTL STOCK (VTSNX)    
VANGUARD 500 INDEX ADMIR (VFIAX)    
VANGUARD S&P 500 ETF (VOO) 440,294 440,294
VANGUARD TOTAL INTL STK ETF (VXUS) 5,326,524 5,326,524

TY 2023 InvestmentsGovtObligationsSch
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
23017517
Software Version:
2023v5.1
US Government Securities - End of Year Book Value:

9,752,461
US Government Securities - End of Year Fair Market Value:

9,752,461
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
23017517
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADAGE CAPITAL PARTNERS FMV 20,212,907 20,212,907
ANGELES ABSOLUTE RETURN FUND FMV 11,365,637 11,365,637
ANGELES DIRECT EQUITY FUND 1 FMV 2,529,098 2,529,098
ANGELES DIRECT EQUITY FUND 2 FMV 2,069,094 2,069,094
ANGELES DIVERSIFIED INCOME FUND FMV 27,698,667 27,698,667
ANGELES GLOBAL EQUITY OPPORTUNITY FUND FMV 50,054,011 50,054,011
ANGELES PRIVATE CREDIT FUND 1 FMV 3,374,113 3,374,113
ANGELES PRIVATE CREDIT FUND 2 FMV 1,609,195 1,609,195
ANGELES PRIVATE CREDIT FUND 3 FMV 315,170 315,170
ANGELES PRIVATE MARKET FUND 1 FMV 11,111,724 11,111,724
ANGELES PRIVATE MARKET FUND 2 FMV 9,613,606 9,613,606
ANGELES PRIVATE MARKET FUND 3 FMV 6,535,968 6,535,968
ANGELES PRIVATE MARKET FUND 4 FMV 4,534,453 4,534,453
ANGELES PRIVATE MARKET FUND 5 FMV 1,110,872 1,110,872
ANGELES REAL ESTATE FUND I FMV 1,436,476 1,436,476
BAIN CAPITAL ASIA FUND III FMV 996,537 996,537
BAIN CAPITAL FUND XI FMV 1,864,123 1,864,123
BROOKFIELD CAPITAL PARTNERS IV FMV 1,658,204 1,658,204
CHARLESBANK EQUITY VIII FMV 1,432,762 1,432,762
CLEARLAKE CAPITAL PARTNERS IV FMV 1,901,614 1,901,614
DOVER STREET VIII FMV 183,456 183,456
DUNE REAL ESTATE FUND III FMV 647,313 647,313
GSO ENERGY SELECT OPPORTUNITY FUND FMV 146,957 146,957
KAYNE ANDERSON ENERGY FUND IV (QP) FMV    
KAYNE ANDERSON ENERGY FUND VI FMV 79,660 79,660
LONE STAR REAL ESTATE FUND II FMV 2,956 2,956
LONE STAR REAL ESTATE FUND III FMV 11,020 11,020
LONE STAR REAL ESTATE FUND IV FMV 509,899 509,899
LONE STAR FUND VIII FMV 358,839 358,839
LONE STAR FUND IX FMV 859,070 859,070
ORBIMED ROYALTY OPPORTUNITIES FUND II FMV 56,226 56,226
PATHWAY PRIVATE EUITY FUND 2007 FMV 561,075 561,075
SCULPTOR REAL ESTATE PARALLEL FUND II FMV 85,369 85,369
SCULPTOR REAL ESTATE PARALLEL FUND III FMV 311,443 311,443
VISTA EQUITY PARTNERS FUND V FMV 1,288,794 1,288,794

TY 2023 LegalFeesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 12,000 0 0 12,000


TY 2023 OtherExpensesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER MAINTENANCE 13,922     13,922
INSURANCE 14,246     14,246
MISCELLANEOUS 122     122
PAYROLL SERVICE FEES 2,664     2,664
POSTAGE & SHIPPING 1,340     1,340
SUPPLIES 2,868     2,868
TELEPHONE 1,488     1,488


TY 2023 OtherIncomeSchedule2
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 4,933    


TY 2023 OtherLiabilitiesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
23017517
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAXES 851,815 799,526


TY 2023 OtherProfessionalFeesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 1,304,362 0 0 0
LEVEL 1   280,329 0 0
PASS-THROUGH FROM K-1S   1,291,338 0 0


TY 2023 TaxesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES   95,056    
PAYROLL TAXES 11,720     11,720
PROVISION FOR EXCISE TAXES 307,273