2024-10-21T19:19:25-05:00 2023-12-31 320530003 QUIGLEY & MIRON 3550 WILSHIRE BLVD 1660 LOS ANGELES CA 90010 990 2023-01-01 953691421 SANTA MONICA YMCA ENDOWMENT FUND SANT 3103932721 1332 6TH STREET SANTA MONICA CA 904011434 HODGE PATTERSON CEO, SMFYMCA 3103932721 2024-10-21 1 ARMEN GRIGORIAN P01582463 2136393550 2023 2024-10-15 13:58:12Z HODGE PATTERSON 1332 6TH STREET SANTA MONICA CA 904011434 852509 0 X N/A X 1982 CA PROMOTING THE WELFARE OF THE SANTA MONICA FAMILY YMCA. 9 9 0 9 0 0 0 60000 0 0 447356 565027 0 0 447356 625027 0 0 0 0 0 0 0 0 0 41747 42319 41747 42319 405609 582708 16752276 19161712 0 0 16752276 19161712 X THE PURPOSE OF THE SANTA MONICA YMCA ENDOWMENT FUND IS TO EMPOWER THE YMCA TO PROACTIVELY AND PROMPTLY RESPOND TO OUR COMMUNITY'S EVER CHANGING NEEDS WITH FUNDS AVAILABLE TO EXPLORE AND EXPAND PROGRAMS. GIVING TO THE ENDOWMENT FUND CAN BE THROUGH A DIRECT GIFT OR A PLANNED GIVING VEHICLE. 0 0 THE TRUSTEES MAY, IN THEIR ABSOLUTE DISCRETION, CONTRIBUTE ONLY THE INCOME FROM PERMANENTLY RESTRICTED NET ASSETS TO THE SANTA MONICA FAMILY YMCA IN SUPPORT OF ITS 501(C)(3) EXEMPT PURPOSE. 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X HODGE PATTERSON CEO SMFYMCA 3103932721 1322 6TH STREET SANTA MONICA CA 904011434 X DAVID K NELSON CHAIRMAN 2.00 4.00 X X 0 0 0 JAMES HALJUN EMERITUS 2.00 X 0 0 0 JUDI BARKER TRUSTEE 2.00 X 0 0 0 FRED KUHNS TRUSTEE 2.00 X 0 0 0 DON COHEN TRUSTEE 2.00 X 0 0 0 RICHARD E LAWRENCE TRUSTEE & SECRETARY 2.00 X X 0 0 0 JOHN MCINTIRE TRUSTEE 2.00 X 0 0 0 SHARON PERLMUTTER GAVIN TRUSTEE 2.00 X 0 0 0 TARA POMPOSINI EX-OFFICIO TRUSTEE 2.00 45.00 X 0 64827 15735 TULLY WATSON EX-OFFICIO, BOARD CHAIR 4.00 X 0 0 0 HODGE PATTERSON IV SMFYMCA CEO, AS OF 4/30/23 2.00 45.00 X 0 126672 20582 0 191499 36317 0 0 0 0 0 60000 60000 520840 520840 271669 227482 44187 44187 44187 625027 0 0 565027 42247 42247 72 72 42319 0 42319 0 605850 592157 16106053 18530179 40373 39376 16752276 19161712 0 0 X 15595560 17841884 1156716 1319828 16752276 19161712 16752276 19161712 X 582708 2121656 -294928 X 0 1 X 0 0 X X 1 SANTA MONICA FAMILY YMCA 951643380 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1156716 195793 32681 1319828 1424159 -234762 32681 1156716 1305434 151311 32586 1424159 1173746 2100 162174 32586 1305434 1001809 204523 32586 1173746 0.55000 0.45000 0 0 0 X PART V, LINE 4: THE TRUSTEES MAY, IN THEIR ABSOLUTE DISCRETION, CONTRIBUTE ONLY THE INCOME FROM PERMANENTLY RESTRICTED NET ASSETS TO SUPPORT THE SANTA MONICA FAMILY YMCA. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED "MORE LIKELY THAN NOT" TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT DECEMBER 31, 2023. GENERALLY, THE ORGANIZATION'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION THREE YEARS (FEDERAL) OR FOUR YEAR (STATE OF CALIFORNIA) FROM THE DATE OF FILING. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE SANTA MONICA FAMILY YMCA WILL REVIEW THE FORM 990 BEFORE IT IS FILED. ALL ENDOWMENT TRUSTEES WILL RECEIVE A COPY OF THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ORIENTATION & CONFLICT OF INTEREST POLICY ARE REVIEWED AND SIGNED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 BY REQUEST FORM 990, PART VII, COMPENSATION OF TRUSTEES: EX-OFFICIO TRUSTEE, MS. TARA POMPOSINI, RECEIVED COMPENSATION FROM THE SANTA MONICA FAMILY YMCA IN HER CAPACITY AS CEO OF THAT ORGANIZATION. HODGE PATTERSON, IV, RECEIVED COMPENSATION FROM THE SANTA MONICA FAMILY YMCA IN HIS CAPACITY AS THE CEO OF THAT ORGANIZATION. FORM 990, PART XI, LINE 9: TRANSFERS TO SANTA MONICA FAMILY YMCA -294,928. SANTA MONICA FAMILY YMCA 1332 6TH STREET SANTA MONICA CA 904011434 951643380 PROMOTE PHYSICAL EDUCATION AND FITNESS FOR ALL AGES. CA 501(C)(3) 509(A)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SANTA MONICA FAMILY YMCA R 294928 CASH TRANFERS SANTA MONICA FAMILY YMCA R 39376 INTEREST ON TEGNER NOTE