2023-11-15T16:19:03-06:00 2022-12-31 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2022-01-01 813038533 INVESTORS PHILANTHROPIC INVE 7144783494 ONE UPPER NEWPORT PLAZA NEWPORT BEACH CA 92660 VALENTINA KHAN MANAGING DIRECTOR 7144783494 2023-11-14 1 VALENTINA KHAN 999009999 0 BRIAN YACKER P00401346 9492222999 2023-11-14 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z VALENTINA KHAN ONE UPPER NEWPORT PLAZA NEWPORT BEACH CA 92660 1324561 0 X HTTPS://WWW.INVESTORSPHILANTHROPIC.ORG/ X 2016 CA INVESTORS PHILANTHROPIC DOES GOOD AND MAKES GOOD BY BRINGING THE JOY OF GIVING TO MILLIONS WITH HIGH TOUCH, WHITE GLOVE, AND MORE EFFECTIVE METHODS FOR DONORS TO MAKE AND MANAGE THEIR CONTRIBUTIONS TO THE CHARITABLE CAUSES THEY ARE PASSIONATE ABOUT. 3 3 0 3 0 0 4740139 1124476 0 6695 186695 -496534 0 -4133 4926834 630504 50316 412234 0 0 0 0 0 0 1113 4996 21211 55312 433445 4871522 197059 4944211 5146617 0 0 4944211 5146617 X INVESTORS PHILANTHROPIC DOES GOOD AND MAKES GOOD BY BRINGING THE JOY OF GIVING TO MILLIONS WITH HIGH TOUCH, WHITE GLOVE, AND MORE EFFECTIVE METHODS FOR DONORS TO MAKE AND MANAGE THEIR CONTRIBUTIONS TO THE CHARITABLE CAUSES THEY ARE PASSIONATE ABOUT. 0 0 384149 384149 6695 100 COMPANIES THAT CARE (100CTC.ORG) AND DONOR ADVISED FUNDS - PROVIDED A MORE FLEXIBLE WAY FOR DONORS, INCLUDING THOSE WHO WANT TO GIVE NONCASH ASSETS, TO SUPPORT THEIR CHOSEN PUBLIC CHARITIES WITH IMPACT INVESTING OVER TIME THROUGH THE USE OF DONOR ADVISED FUNDS. THIS ALSO INCLUDED UNLOCKING THE POWER OF GIVING BY CONNECTING ORANGE COUNTY BUSINESSES TO MAXIMIZE CORPORATE GIVING IN OUR COMMUNITIES, PRIMARILY THROUGH 100CTC.ORG, AS WE BELIEVE EVERY COMPANY HAS A ROLE TO PLAY IN GIVING BACK AND THE WHOLE IS GREATER THAN THE SUM OF ITS PARTS, WHICH IS WHY WE PROMOTE SOCIAL RESPONSIBILITY BY BRINGING BUSINESSES TOGETHER WITH PUBLIC CHARITIES (FOCUSING ON ORGANIZATIONS THAT CREATE THE LARGEST IMPACT) ON AT LEAST A QUARTERLY BASIS TO HARNESS OUR COLLECTIVE SYNERGY AND REPORT ON THE IMPACT THE RECOGNIZED PUBLIC CHARITIES HAVE HAD IN OUR COMMUNITIES. 36990 28086 JOY OF GIVING (INVESTORSPHILANTHROPIC.ORG/JOY-OF-GIVING) VIDEO SERIES (YOUTUBE CHANNEL) BROUGHT AWARENESS TO THE MANY IMPORTANT AND NEEDED CAUSES IN OUR COMMUNITIES BY HIGHLIGHTING IMPORTANT CAUSES AND THE PEOPLE BEHIND THEM WHO ARE DOING GREAT THINGS IN THE WORLD AND PROVIDING A CHANNEL FOR THEM TO TALK ABOUT WHAT THEY ARE UP TO MAKE A DIFFERENCE, WHICH RESULTED IN INCREASED CONTRIBUTIONS AND THE BEGINNING OF PROVIDING INCREASED GRANTS TO THOSE CAUSES. 421139 1 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 1 0 CA X VALENTINA KHAN 7144783494 ONE UPPER NEWPORT PLAZA NEWPORT BEACH CA 92660 X ROBERT O HILL CEO 5.00 X X 0 0 0 ALAIN O'CONNOR CFO 1.00 X X 0 0 0 VALENTINA KHAN MANAGING DIRECTOR 40.00 X X 0 0 0 STEVE ABRAHAM COO 10.00 X 0 0 0 EDEN RADOVICH SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 4955 1119521 128501 1124476 MANAGEMENT FEES 900099 6695 6695 6695 165045 165045 28345 25258 664666 3087 -664666 -661579 -661579 0 4955 4133 -4133 -4133 630504 6695 0 -500667 412234 412234 6254 6254 626 626 3000 3000 4500 3600 450 450 5251 4201 525 525 CHAR. STRATEGY MEETINGS 1380 1104 138 138 CA REGISTRY FEE 200 200 433445 421139 11193 1113 65094 112354 130000 75203 854295 4673914 4179968 4944211 5146617 0 0 X 5222 5222 4938989 5141395 4944211 5146617 4944211 5146617 197059 5347 0 X 0 0 0 X 320395 1124476 1444871 320395 1124476 1444871 956056 488815 186695 165045 351740 1796611 6695 0.27210 0.21130 X THE ORGANIZATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION FOR PURPOSE OF IRC SECTION 170(B)(1)(A)(VI) UNDER THE "FACTS AND CIRCUMSTANCES" TEST. THE ORGANIZATION RECEIVES WELL IN EXCESS OF 10% OF ITS SUPPORT FROM PUBLIC SOURCES (PUBLIC SUPPORT PERCENTAGE WAS 21.13% FOR 2021), AND IS ORGANIZED AND OPERATED TO ATTRACT NEW PUBLIC SUPPORT ON A CONTINUING BASIS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11 992225 410584 845270 1 1 0 OTHER ASSETS 18881 ELEANOR JANE LLC 1759360 MINDELL & ASSOCIATES LLC 2401727 4179968 1 PROVIDENCE MISSION HOSPITAL FOUNDATION 27700 MEDICAL CENTER ROAD MISSION VIEJO CA 92691 951643360 501(C)(3) 131934 0 GENERAL SUPPORT GOGETTAZ FOR GOD INC 1962 SPECTRUM CIR SE APT 340 MARIETTA GA 30067 810704466 501(C)(3) 131500 0 GENERAL SUPPORT BOYS HOPE GIRLS HOPE 17701 COWAN AVENUE 150 IRVINE CA 92614 363734433 501(C)(3) 28000 0 GENERAL SUPPORT BITHIA'S FAMILY SERVICES 12345 MOUNTAIN AVE SUITE N 208 CHINO CA 91710 473251661 501(C)(3) 28000 0 GENERAL SUPPORT YOUTH CENTERS OF ORANGE COUNTY 1439 W CHAPMAN AVE SUITE 196 ORANGE CA 92868 853885625 501(C)(3) 27000 0 GENERAL SUPPORT THE GOOD FOOD INSTITUTE 1380 MONROE ST NW 229 WASHINGTON DC 20010 810840578 501(C)(3) 7200 0 GENERAL SUPPORT 6 0 PART I, LINE 2: FOR ANY GRANTS MADE BY INVESTORS PHILANTHROPIC, WE CONDUCT THE PROPER PRE-GRANT DUE DILIGENCE TO ENSURE THAT THE GRANT RECIPIENT IS TRULY CHARITABLE. X 4 128501 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 NO FAMILY RELATIONSHIPS, BUT ALL MEMBERS OF THE GOVERNING BOARD (BOARD OF TRUSTEES/DIRECTORS) AND OFFICERS OF INVESTORS PHILANTHROPIC, EXCEPT FOR EDEN RADOVICH, HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER AS THEY ARE ALSO MEMBERS OF THE GOVERNING BOARD (BOARD OF DIRECTORS) AND/OR OFFICERS OF INVESTORS TRUST (IT). IT IS THE ASSET MANAGER AND REAL ESTATE INVESTMENT ADVISOR TO MULTIPLE INVESTMENT FUNDS AND COMPANIES, INCLUDING INVESTORS PHILANTHROPIC. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED AND EMAILED BY THE ORGANIZATION'S EXTERNAL PREPARER TO THE ORGANIZATION'S MANAGING DIRECTOR, WHO THEN ELECTRONICALLY PROVIDES THE RETURN TO THE ORGANIZATION'S OTHER OFFICERS (CEO AND CFO) AND GOVERNING BODY (BOARD OF TRUSTEES) FOR THEIR REVIEW, SUGGESTED CHANGES AND COMMENTS, WHICH ARE THEN CONVEYED TO AND ANY CHANGES MADE BY THE ORGANIZATION'S EXTERNAL RETURN PREPARER. WHEN READY FOR FILING, THE OFFICERS AND TRUSTEES INDIVIDUALLY EMAIL THE MANAGING DIRECTOR THAT THEY HAVE "REVIEWED AND APPROVED THE FORM 990 FOR SIGNING BY THE MANAGING DIRECTOR." THE MANAGING DIRECTOR THEN EMAILS AND COORDINATES WITH THE EXTERNAL RETURN PREPARER TO SIGN, DATE, AND ELECTRONICALLY FILE THE ORGANIZATION'S FORM 990. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS ARE CONDUCTED TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, SUBJECT TO APPLICABLE FEDERAL AND STATE DISCLOSURE AND PRIVACY LAWS. ELEANOR JANE LLC 100 ORCHARD PLACE ASHEVILLE NC 28801 871856132 REAL ESTATE RENTAL FL THOMAS LIVING TRUST EXCLUDED UNDER 512 1759360 1759360 0 0 0.98000 MINDELL & ASSOCIATES LLC 28 MOUNTAIN LAUREL TRABUCO CANYON CA 92679 320455723 NOTE INVESTING CA MINDELL-WATANABE TR EXCLUDED UNDER 512 160245 2401727 0 0 0.98000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0