2024-11-15T14:13:58-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-01-01 813038533 INVESTORS PHILANTHROPIC INVE 7144783494 ONE UPPER NEWPORT PLAZA NEWPORT BEACH CA 92660 VALENTINA KHAN MANAGING DIRECTOR 7144783494 2024-11-14 1 0 BRIAN YACKER P00401346 9492222999 2024-11-14 2023 2024-10-15 13:58:12Z ROBERT O HILL ONE UPPER NEWPORT PLAZA NEWPORT BEACH CA 92660 3170252 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 1124476 720622 6695 1230 -496534 2422449 -4133 -72289 630504 3072012 412234 615516 0 0 0 0 0 0 1736 21211 28891 433445 644407 197059 2427605 5146617 7578309 0 0 5146617 7578309 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 629407 615516 1230 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. 629407 1 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 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 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 0 0 0 0 0 0 0 0 218930 501692 720622 MANAGEMENT FEES 900099 1230 1230 1230 24595 24595 23887 2392418 18451 0 5436 2392418 2397854 2397854 7500 218930 79789 -72289 -72289 3072012 1230 0 2350160 615516 615516 1230 1230 4180 4180 13818 11054 1382 1382 9663 2837 6472 354 644407 629407 13264 1736 112354 133761 854295 876175 4179968 6568373 5146617 7578309 0 0 X 5146617 7578309 5146617 7578309 5146617 7578309 2427605 4087 0 X X 0 1 X 1 0 X 320395 1124476 720622 2165493 320395 1124476 720622 2165493 1114718 1050775 186695 165045 24595 376335 2541828 7925 0.41340 0.27210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 445995 416671 992011 1 1 0 OTHER ASSETS 2449 ELEANOR JANE LLC 1832171 MINDELL & ASSOCIATES LLC 2523235 BROKEN ROAD CT LLC 1138 CSS WEALTH CREATORS LLC 2 HAROLD CELESTE LLC 3153 HB CAPITAL INVESTMENTS LLC 1497 HERNANDEZ GLOBAL INVESTMENTS LL 1471 JR GIVING LLC 755863 KCAT LLC 443709 LANCE WANG INVESTMENTS LLC 33 LIGON INVESTMENTS LLC 4440 LIU CT LLC 732 MONKEES LLC 1470 MTK CAPITAL INVESTMENTS LLC 2870 PINK FINS LLC 1960 RAYZ WELLNESS VENTURES LLC 1474 RHODES LLC 215347 RRL GIVING LLC 773835 SHR GIVING LLC 1491 VERITAS GLOBAL INVESTMENTS 33 6568373 3151801 0 3151801 -79789 -79789 3072012 724196 79789 79789 644407 0 644407 PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -79,789. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 79,789. GOLF EVENT 86750 79250 7500 21842 1895 PICKLEBALL EVENT 26350 26350 5600 1850 800 1089 7 113330 113330 20750 8560 2473 14930 226430 218930 7500 48192 10410 3273 17914 79789 -72289 1 BRENT SHAPIRO FOUNDATION 10250 CONSTELLATION BLVD FLOOR 19 LOS ANGELES CA 90067 134313101 501(C)(3) 15000 0 GENERAL SUPPORT CATERINA'S CLUB 451 W LINCOLN AVE 251 ANAHEIM CA 92805 300751934 501(C)(3) 14000 0 GENERAL SUPPORT CHOC FOUNDATION 1201 W LA VETA AVENUE ORANGE CA 92868 956097416 501(C)(3) 5089 0 GENERAL SUPPORT DOWN SYNDROME ASSOCIATION OF OC 151 KALMUS DR STE M5 COSTA MESA CA 92626 953497922 501(C)(3) 32000 0 GENERAL SUPPORT HUMAN OPTIONS 1901 E 4TH STREET 100 SANTA ANA CA 92705 953667817 501(C)(3) 14000 0 GENERAL SUPPORT JESSIE REES FOUNDATION 9 STUDEBAKER IRVINE CA 92618 451836440 501(C)(3) 28000 0 GENERAL SUPPORT JOHN WAYNE CANCER FOUNDATION 1631 MONROVIA AVE COSTA MESA CA 92627 462250073 501(C)(3) 8784 0 GENERAL SUPPORT LOT318 536 DARTMOUTH DR PLACENTIA CA 92870 800692677 501(C)(3) 28000 0 GENERAL SUPPORT MIRACLES FOR KIDS 17848 SKY PARK CIRCLE SUITE C IRVINE CA 92614 912160616 501(C)(3) 5089 0 GENERAL SUPPORT MISSIONSME 32565 B GOLDEN LANTERN 354 DANA POINT CA 92629 200808497 501(C)(3) 100000 0 GENERAL SUPPORT OCEANS CHURCH 15253 BAKE PARKWAY IRVINE CA 92618 823568819 501(C)(3) 135190 0 GENERAL SUPPORT ONEOC 1901 E 4TH STREET 100 SANTA ANA CA 92705 952021700 501(C)(3) 13932 0 GENERAL SUPPORT PACIFICA CHRISTIAN HIGH SCHOOL OC 2424 SE BRISTOL ST NEWPORT BEACH CA 92660 464811934 501(C)(3) 5219 0 GENERAL SUPPORT PEDIATRIC CANCER RESEARCH FOUNDATION 2151 MICHELSON DRIVE SUITE 180 IRVINE CA 92612 953772528 501(C)(3) 62468 0 GENERAL SUPPORT TERI INC 251 AIRPORT RD OCEANSIDE CA 92058 953532129 501(C)(3) 50000 0 GENERAL SUPPORT THE CDM FOUNDATION 2549 EASTBLUFF DRIVE SUITE 259 NEWPORT BEACH CA 92660 330668812 501(C)(3) 17011 0 GENERAL SUPPORT THE COLLABORATIVE COURTS FOUNDATION 1211 STARLIT DR LAGUNA BEACH CA 92651 223941228 501(C)(3) 22516 0 GENERAL SUPPORT TIM TEBOW FOUNDATION INC 2220 COUNTY ROAD 210 W STE 108 PMB 317 JACKSONVILLE FL 32259 274345913 501(C)(3) 19980 0 GENERAL SUPPORT 18 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. 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 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 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