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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$204,364,202
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... 5,029,259 5,647,133  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,353,925
b Gross sales price for all assets on line 6a 57,921,244
7 Capital gain net income (from Part IV, line 2)... 5,832,557
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)....... 1,355 6,137,481  
12 Total. Add lines 1 through 11........ 19,384,539 17,617,171  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 184,823     184,823
14 Other employee salaries and wages...... 56,591     56,591
15 Pension plans, employee benefits....... 2,265     2,265
16a Legal fees (attach schedule)......... 12,000     12,000
b Accounting fees (attach schedule)....... 47,376     47,376
c Other professional fees (attach schedule).... 1,202,874 1,799,100    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 603,000 80,466   11,664
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,503     2,503
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 39,033     39,033
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,150,465 1,879,566   356,255
25 Contributions, gifts, grants paid....... 21,877,867 9,234,073
26 Total expenses and disbursements. Add lines 24 and 25 24,028,332 1,879,566   9,590,328
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,643,793
b Net investment income (if negative, enter -0-) 15,737,605
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 8,600 1,332,669 1,332,669
2 Savings and temporary cash investments......... 725,170 463,268 463,268
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.......... 331,633    
10a Investments—U.S. and state government obligations (attach schedule) 9,752,461 Click to see attachment
List of Attached Documents:
// Content
9,655,075
9,655,075
b Investments—corporate stock (attach schedule)....... 7,032,850 Click to see attachment
List of Attached Documents:
// Content
5,697,373
5,697,373
c Investments—corporate bonds (attach schedule)....... 9,903,010 Click to see attachment
List of Attached Documents:
// Content
6,476,936
6,476,936
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).......... 166,526,308 Click to see attachment
List of Attached Documents:
// Content
180,738,881
180,738,881
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) 194,280,032 204,364,202 204,364,202
Liabilities 17 Accounts payable and accrued expenses.......... 3,069 15,262
18 Grants payable................. 19,389,164 31,962,958
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
799,526
Click to see attachment
List of Attached Documents:
// Content
1,005,076
23 Total liabilities (add lines 17 through 22)......... 20,191,759 32,983,296
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........... 174,088,273 171,380,906
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)..... 174,088,273 171,380,906
30 Total liabilities and net assets/fund balances (see instructions). 194,280,032 204,364,202
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
174,088,273
2
Enter amount from Part I, line 27a .....................
2
-4,643,793
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,936,426
4
Add lines 1, 2, and 3 ..........................
4
171,380,906
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
171,380,906
Form 990-PF (2024)
Form 990-PF (2024)
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 2023-01-01 2024-12-31
b VARIOUS SALE OF PUBLIC SECURITIES P 2023-01-01 2024-12-31
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 5,294,853     5,294,853
b 537,704     537,704
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       5,294,853
b       537,704
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 5,832,557
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) 1 218,753
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........................... 3 218,753
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- ..... 5 218,753
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 192,408
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 242,408
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
8 774
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 22,881
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow22,881 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
92,894 3,715  
11693 SAN VICENTE BLVD PMB 159
LOS ANGELES,CA90049
LAYNE PINKERNELL Secretary/Treas
24.00
64,214    
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
52,591 2,265  
11693 SAN VICENTE BLVD PMB 159
LOS ANGELS,CA90049
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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 289,682
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 (2024)
Form 990-PF (2024)
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
27,146,733
b
Average of monthly cash balances.......................
1b
827,050
c
Fair market value of all other assets (see instructions)................
1c
180,738,881
d
Total (add lines 1a, b, and c).........................
1d
208,712,664
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
208,712,664
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,130,690
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
205,581,974
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,279,099
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
10,279,099
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
218,753
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
218,753
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,060,346
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
10,060,346
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
10,060,346
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
9,590,328
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
9,590,328
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 10,060,346
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 8,440,213
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 9,590,328
a Applied to 2023, but not more than line 2a 8,440,213
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 2024 distributable amount..... 1,150,115
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
8,910,231
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 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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
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 600
BAROQUE MUSIC FESTIVAL CORONA DEL M


PO BOX 838
CORONA DEL MAR,CA92625
NONE PC SUPPORT OF THE CLASSICAL ARTS 12,500
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 15,000
CA YOUNG ARTISTS SYMPHONY


501 S REINO ROAD STE 1 290
NEWBURY PARK,CA91320
NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
CAMERATA PACIFICA


PO BOX 30116
SANTA BARBARA,CA93130
NONE PC SUPPORT OF THE CLASSICAL ARTS 12,000
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
The Colburn School


200 S Grand Avenue
Los Angeles,CA90012
NONE PC SUPPORT OF THE CLASSICAL ARTS 4,390,473
Cal State University-Northridge


18111 Nordoff Street
Northridge,CA91330
NONE PC SUPPORT OF THE CLASSICAL ARTS 92,500
Da Camera Society


10 Chester Place
Los Angeles,CA90007
NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
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 20,000
Elemental Music


1830 Lincoln Blvd Suite 102
Santa Monica,CA90404
NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
Empowering Arts


2645 Saint Andrews
Tustin,CA92782
  PC SUPPORT OF THE CLASSICAL ARTS 3,000
ETM-LA Inc


2501 W Burbank Blvd Suite 301
Burbank,CA91505
NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Glendale Youth Symphony


209 East Lomita
Glendale,CA91205
NONE PC SUPPORT OF THE CLASSICAL ARTS 6,000
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 10,000
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 60,000
Jouyassance


2704 Armstrong Avenue
Los Angeles,CA90039
NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Kaleidoscope Chamber Orchestra


PO Box 251801
Los Angeles,CA90025
NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
Kontrapunktus Neo-Baroque Chamber O


PO Box 2959
Seal Beach,CA90740
NONE PC SUPPORT OF THE CLASSICAL ARTS 21,000
KUSC


P O Box 77913
Los Angeles,CA90007
NONE PC SUPPORT OF THE CLASSICAL ARTS 107,500
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 321,000
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 20,000
LA Camarata


1317 W 51st St
Los Angeles,CA90037
  PC SUPPORT OF THE CLASSICAL ARTS 5,000
Los Angeles Master Chorale


135 N Grand Avenue
Los Angeles,CA90012
NONE PC SUPPORT OF THE CLASSICAL ARTS 258,000
Los Angeles Opera Company


135 N Grand Avenue
Los Angeles,CA90012
NONE PC SUPPORT OF THE CLASSICAL ARTS 982,500
LA Youth Orchestra


4570 Van Nuyes Blvd 274
Sherman Oaks,CA91403
  PC SUPPORT OF THE CLASSICAL ARTS 10,000
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 100,000
Meritage Vocal Arts


174 W Lincoln Avenue STE 200
ANAHEIM,CA90224
  PC SUPPORT OF THE CLASSICAL ARTS 20,000
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 45,000
The Music Guild


6303 Wilshire Blvd STE 206
LOS ANGELES,CA90048
NONE PC SUPPORT OF THE CLASSICAL ARTS 42,500
Musica Angelica


65 Pine Ave 12
Long Beach,CA90802
NONE PC SUPPORT OF THE CLASSICAL ARTS 274,500
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 46,500
Musicians at Play Foundation Inc


4804 Laurel Canyon Blvd 385
Valley Village,CA91607
  PC SUPPORT OF THE CLASSICAL ARTS 15,000
National Children's Chorus


580 Hilgard Avenue UNIT 29
LOS ANGELES,CA90024
NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Neighborhood Music School Associati


358 South Boyle Avenue
LOS ANGELES,CA90033
NONE PC SUPPORT OF THE CLASSICAL ARTS 63,000
The New School


55 West 13th Street ROOM 929
NEW YORK,NY10011
NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
New West Symphony Association


2100 Thousand Oaks Blvd STE D
THOUSAND OAKS,CA91362
NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Occidental College


1600 Campus Road
Los Angeles,CA90041
NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
Opera League of Los Angeles


135 N Grand Ave Suite 327
Los Angeles,CA90012
  PC SUPPORT OF THE CLASSICAL ARTS 11,000
Pacific Symphony


17620 Fitch STE 100
Irvine,CA92614
NONE PC SUPPORT OF THE CLASSICAL ARTS 55,000
Pacific Chorale


3303 Harbor Blvd STE E5
Costa Mesa,CA92626
NONE PC SUPPORT OF THE CLASSICAL ARTS 23,000
Pacific Opera Project


2665 San Pablo Way
Duarte,CA91010
NONE PC SUPPORT OF THE CLASSICAL ARTS 35,000
Pacific Vocal Series


1968 S Coast Hwy Suite 3346
Laguna Beach,CA93651
  PC SUPPORT OF THE CLASSICAL ARTS 2,500
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 32,500
Philharmonic Society of Orange Coun


1124 Main Street Suite B
Irvine,CA92614
NONE PC SUPPORT OF THE CLASSICAL ARTS 40,000
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 40,000
Riverside Community College Distric


PO Box 907
RIVERSIDE,CA92502
NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
Riverside Philharmonic


PO Box 1601
Riverside,CA92502
NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Salastina


PO Box 4164
Glendale,CA91222
  PC SUPPORT OF THE CLASSICAL ARTS 15,000
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 20,000
Santa Monica College Foundation


1900 Pico Blvd
Santa Monica,CA90405
NONE PC SUPPORT OF THE CLASSICAL ARTS 5,000
SAPPA


PO Box 284
South Pasadena,CA91031
  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 30,000
Sierra Madre Playhouse


87 W Sierra Madre Blvd
Sierra Madre,CA91024
  PC SUPPORT OF THE CLASSICAL ARTS 5,000
SOL-LA Music Academy


1812 Stanford Street
SANTA MONICA,CA90404
NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
South Bay Chamber Music Society Inc


PO Box 2313
Palos Verdes Peninsu,CA90274
NONE PC SUPPORT OF THE CLASSICAL ARTS 6,000
Southern CA Philharmonic


18032 Lemon Dr Ste C-115
Yorba Linda,CA92886
  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 55,000
St Matthew's Music Guild


1031 Bienveneda Avenue
Pacific Palisades,CA90272
  PC SUPPORT OF THE CLASSICAL ARTS 10,000
Tessarae Baroque


428 East Las Flores Drive
Altadena,CA91001
NONE PC SUPPORT OF THE CLASSICAL ARTS 27,000
UCLA Foundation


2539 Schoenberg Music Bldg 57234
LOS ANGELES,CA90095
NONE PC SUPPORT OF THE CLASSICAL ARTS 115,000
Urban Voices Project


420 S San Pedro St APT 423
LOS ANGELES,CA90013
NONE PC SUPPORT OF THE CLASSICAL ARTS 6,000
USC Thornton School of Music


840 W 34th Street
Los Angeles,CA90089
NONE PC SUPPORT OF THE CLASSICAL ARTS 155,000
Verde 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
Whittier College


13406 Philadelphia St
Whittier,CA90602
  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
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 11,000
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 Music and Art School


3630 East Third St
Los Angeles,CA90063
NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Los Angeles Philharmonic Assn


151 South Grand Avenue
Los Angeles,CA90012
NONE PC SUPPORT OF THE CLASSICAL ARTS 772,500
Olympia Philharmonic Society


465 W LeRoy Ave
Arcadia,CA91007
NONE PC SUPPORT OF THE CLASSICAL ARTS 5,000
Santa Monica Symphony Association


PO Box 3101
Santa Monica,CA90408
NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Taos School of Music Inc


P O Box 2630
Taos,NM87571
NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Vineyard Touring Opera Company


809 N Indian Hill Blvd
Claremont,CA91711
  PC SUPPORT OF THE CLASSICAL ARTS 5,000
Mountaintop Strings of CA


PO BOX 71
BIG BEAR LAKE,CA92315
NONE PC SUPPORT OF THE CLASSICAL ARTS 1,000
Total .................................right arrow 3a 9,234,073
bApproved for future payment
Compton Conservatory of Music

PO Box 4756
Compton,CA90224
NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Con Gioia Early Music Ensemble

939 W Bonita Avenue
Claremont,CA91711
NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Los Angeles City Elementary Schools

PO Box 361
Topanga,CA90290
NONE PC SUPPORT OF THE CLASSICAL ARTS 18,000
Santa Monica Symphony Association

PO Box 3101
Santa Monica,CA90408
NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
The Colburn School

200 S Grand Avenue
Los Angeles,CA90012
NONE PC SUPPORT OF THE CLASSICAL ARTS 20,260,000
Los Angeles Opera Company

135 N Grand Avenue
Los Angeles,CA90012
NONE PC SUPPORT OF THE CLASSICAL ARTS 600,000
Boston Court Performing Arts Center

PO Box 60187
Pasadena,CA91116
NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Cal State University-Northridge

18111 Nordoff Street
Northridge,CA91330
NONE PC SUPPORT OF THE CLASSICAL ARTS 130,000
Idyllwild Arts Foundation

52500 Temecula Road 38
Idyllwild,CA92549
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
Young Musicians Foundation

1044 E Jefferson Blvd Suite A
Los Angeles,CA90011
NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
Kontrapunktus Neo-Baroque Chamber O

PO Box 2959
Seal Beach,CA90740
NONE PC SUPPORT OF THE CLASSICAL ARTS 30,000
Center State Strings

PO Box 130524
Ann Arbor,MI48113
NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
Chamber Music Society of Lincoln Ce

70 Lincoln Center Plaza
New York,NY10023
NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Chorus America

1200 18TH SREET NW STE 1250
Washington,DC20036
NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Clader Performing Arts Organization

2662 W 234th St
Torrance,CA90505
NONE PC SUPPORT OF THE CLASSICAL ARTS 12,000
Da Camera Society

10 Chester Place
Los Angeles,CA90007
NONE PC SUPPORT OF THE CLASSICAL ARTS 60,000
ETM-LA Inc

2501 W Burbank Blvd Suite 301
Burbank,CA91505
NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Guild Opera Company

5737 Kann Road Suite 118
Agoura Hills,CA91301
NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
The Harmony Project

325 N Larchmont Blvd 604
Los Angeles,CA90001
NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Kaleidoscope Chamber Orchestra

PO Box 251801
Los Angeles,CA90025
NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
LA Chamber Orchestra Society

510 West Sixth St STE 1001
Los Angeles,CA90014
NONE PC SUPPORT OF THE CLASSICAL ARTS 300,000
Los Angeles Master Chorale

135 N Grand Avenue
Los Angeles,CA90012
NONE PC SUPPORT OF THE CLASSICAL ARTS 250,000
LACHSA Foundation

369 E 1st Street 3rd Floor Suite
Los Angeles,CA90012
NONE PC SUPPORT OF THE CLASSICAL ARTS 40,000
Long Beach Symphony Association

249 E Ocean Blvd STE 200
LONG BEACH,CA90802
NONE PC SUPPORT OF THE CLASSICAL ARTS 25,000
Musica Angelica

65 Pine Ave 12
Long Beach,CA90802
NONE PC SUPPORT OF THE CLASSICAL ARTS 50,000
Musica Transaplina

2520 Kincaid Drive APT 101
COSTA MESA,CA92626
NONE PC SUPPORT OF THE CLASSICAL ARTS 50,000
National Children's Chorus

580 Hilgard Avenue UNIT 29
LOS ANGELES,CA90024
NONE PC SUPPORT OF THE CLASSICAL ARTS 10,000
Neighborhood Music School Associati

358 South Boyle Avenue
LOS ANGELES,CA90033
NONE PC SUPPORT OF THE CLASSICAL ARTS 60,000
New West Symphony Association

2100 Thousand Oaks Blvd STE D
THOUSAND OAKS,CA91362
NONE PC SUPPORT OF THE CLASSICAL ARTS 30,000
Philharmonic Society of Orange Coun

1124 Main Street Suite B
IRVINE,CA92614
NONE PC SUPPORT OF THE CLASSICAL ARTS 150,000
Renaissance Arts Academy

2558 N San Fernando Road
LOS ANGELES,CA90065
NONE PC SUPPORT OF THE CLASSICAL ARTS 70,000
Santa Monica College Foundation

1900 Pico Blvd
Santa Monica,CA90405
NONE PC SUPPORT OF THE CLASSICAL ARTS 30,000
Santa Monica Youth Orchestra

PO Box 128
Santa Monica,CA90406
NONE PC SUPPORT OF THE CLASSICAL ARTS 20,000
SAPPA

PO Box 284
South Pasadena,CA91031
NONE PC SUPPORT OF THE CLASSICAL ARTS 30,000
SOL-LA Music Academy

1812 Stanford Street
SANTA MONICA,CA90404
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 6,000
Tessarae Baroque

428 East Las Flores Drive
Altadena,CA91001
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
Verdi Chorus

837 Lincoln Blvd 10
SANTA MONICA,CA90403
NONE PC SUPPORT OF THE CLASSICAL ARTS 15,000
Total ................................. right arrow 3b 22,681,000
Form 990-PF (2024)
Form 990-PF (2024)
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 5,029,259  
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 744,688 18 744,688  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 14,353,925  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS
    1 1,355  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 744,688 18,639,851  
13Total. Add line 12, columns (b), (d), and (e)..................
13
19,384,539
(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 (2024)
Form 990-PF (2024)
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?
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 47,376 0 0 47,376

TY 2024 InvestmentsCorpBondsSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
24020490
Software Version:
2024v5.2
Name of Bond End of Year Book Value End of Year Fair Market Value
PIMCO INCOME INSTL (PIMIX) 6,476,936 6,476,936

TY 2024 InvestmentsCorpStockSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD PRIMECAP CORE I (VPCCX) 873,367 873,367
VANGUARD S&P 500 ETF (VOO)    
VANGUARD TOTAL INTL STK ETF (VXUS) 4,824,006 4,824,006

TY 2024 InvestmentsGovtObligationsSch
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
24020490
Software Version:
2024v5.2
US Government Securities - End of Year Book Value:

9,655,075
US Government Securities - End of Year Fair Market Value:

9,655,075
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADAGE CAPITAL PARTNERS FMV 25,262,726 25,262,726
ANGELES ABSOLUTE RETURN FUND FMV 5,839,025 5,839,025
ANGELES DIRECT EQUITY FUND 1 FMV 2,728,679 2,728,679
ANGELES DIRECT EQUITY FUND 2 FMV 4,452,614 4,452,614
ANGELES DIVERSIFIED INCOME FUND FMV 32,648,370 32,648,370
ANGELES GLOBAL EQUITY OPPORTUNITY FUND FMV 50,267,011 50,267,011
ANGELES PRIVATE CREDIT FUND 1 FMV 2,683,909 2,683,909
ANGELES PRIVATE CREDIT FUND 2 FMV 2,641,796 2,641,796
ANGELES PRIVATE CREDIT FUND 3 FMV 1,163,298 1,163,298
ANGELES PRIVATE MARKET FUND 1 FMV 9,684,417 9,684,417
ANGELES PRIVATE MARKET FUND 2 FMV 9,132,142 9,132,142
ANGELES PRIVATE MARKET FUND 3 FMV 7,477,921 7,477,921
ANGELES PRIVATE MARKET FUND 4 FMV 5,670,641 5,670,641
ANGELES PRIVATE MARKET FUND 5 FMV 4,239,371 4,239,371
ANGELES REAL ESTATE FUND I FMV 2,817,578 2,817,578
BAIN CAPITAL ASIA FUND III FMV 951,192 951,192
BAIN CAPITAL FUND XI FMV 1,448,929 1,448,929
BROOKFIELD CAPITAL PARTNERS IV FMV 1,466,443 1,466,443
CHARLESBANK EQUITY VIII FMV 1,204,829 1,204,829
CLEARLAKE CAPITAL PARTNERS IV FMV 2,093,300 2,093,300
DOVER STREET VIII FMV 244,961 244,961
DUNE REAL ESTATE FUND III FMV 544,515 544,515
GSO ENERGY SELECT OPPORTUNITY FUND FMV 136,917 136,917
KAYNE ANDERSON ENERGY FUND VI FMV 73,859 73,859
LONE STAR REAL ESTATE FUND II FMV 3,182 3,182
LONE STAR REAL ESTATE FUND III FMV 10,720 10,720
LONE STAR REAL ESTATE FUND IV FMV 564,892 564,892
LONE STAR FUND VIII FMV 274,977 274,977
LONE STAR FUND IX FMV 961,365 961,365
ORBIMED ROYALTY OPPORTUNITIES FUND II FMV 12,333 12,333
PATHWAY PRIVATE EUITY FUND 2007 FMV 400,796 400,796
SCULPTOR REAL ESTATE PARALLEL FUND II FMV 3,673 3,673
SCULPTOR REAL ESTATE PARALLEL FUND III FMV 262,001 262,001
VISTA EQUITY PARTNERS FUND V FMV 1,059,718 1,059,718
ANGELES REAL ASSET FUND 2 FMV 2,310,781 2,310,781

TY 2024 LegalFeesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 12,000 0 0 12,000


TY 2024 OtherExpensesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER MAINTENANCE 13,162     13,162
INSURANCE 15,876     15,876
MISCELLANEOUS 503     503
PAYROLL SERVICE FEES 2,796     2,796
POSTAGE & SHIPPING 2,025     2,025
SUPPLIES 2,974     2,974
TELEPHONE 1,697     1,697


TY 2024 OtherIncomeSchedule2
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 1,355    


TY 2024 OtherLiabilitiesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
24020490
Software Version:
2024v5.2
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAXES 799,526 818,193
FEDERAL EXCISE TAX PAYABLE   186,883


TY 2024 OtherProfessionalFeesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 1,202,874 0 0 0
LEVEL 1   289,682 0 0
PASS-THROUGH FROM K-1S   1,509,418 0 0


TY 2024 TaxesSchedule
Name:
COLBURN FOUNDATION
EIN:
95-4693145
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES   80,466    
PAYROLL TAXES 11,664     11,664
PROVISION FOR EXCISE TAXES 591,336