2025-11-17T13:48:05-06:00 2024-12-31 861065772 DELOITTE TAX LLP 1700 MARKET STREET 25TH FLOOR PHILADELPHIA PA 19103 990 2024-01-01 834368221 LULU'S PLACE INC LULU 9494132833 390 N PACIFIC COAST HIGHWAY 3100 EL SEGUNDO CA 90245 DOUGLAS KIMMELMAN PRESIDENT 9494132833 2025-11-17 1 0 DAVID DOTSON P00738401 2152462300 2024 2025-03-06 01:10:19Z DOUGLAS KIMMELMAN 9001 COLLINS AVENUE SURFSIDE FL 33154 30329047 0 X HTTPS://LULUSPLACE.ORG/ X 2019 CA OWN AND OPERATE A MULTI-SPORT AND LEARNING CENTER CAMPUS 13 13 0 0 0 0 19602672 17714823 0 0 1541742 6586619 -16416 -21971 21127998 24279471 114873 1530200 0 0 0 0 2547 321060 600864 333930 731285 451350 2582545 20676648 21696926 52046132 77820406 192317 3918477 51853815 73901929 OWN AND OPERATE A MULTI-SPORT AND LEARNING CENTER CAMPUS FOR THE GENERAL PUBLIC THAT PROVIDES PROGRAMS TO THE LOW-INCOME AND UNDER-REPRESENTED YOUTH AND FAMILIES IN AND AROUND LOS ANGELES, CALIFORNIA. 0 0 130084 24279471 MULTI-SPORT AND LEARNING CENTER PLANNING, SITE DEVELOPMENT AND CONSTRUCTION. 1530200 1530200 SUPPORT FOR LOCAL ORGANIZATIONS PENDING CONTRUCTION OF FACILITIES. 1660284 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 1 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 13 13 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA NY X ROSANNE MIGLIORINO 9736716083 40 BEECHWOOD ROAD SUMMIT NJ 07901 X DOUGLAS KIMMELMAN BOARD CHAIR & PRESIDENT 10.00 X X 0 0 0 MICHAEL MCKEE BOARD VICE CHAIR & VP 30.00 X X 0 0 0 ROBERT KIMMELMAN VP & TREASURER 1.00 X X 0 0 0 KARINA HAMILTON VP & ASST. SECRETARY 10.00 X X 0 0 0 KENNETH BENTLEY DIRECTOR 1.00 X 0 0 0 DANIEL FABER DIRECTOR 6.00 X 0 0 0 ANNE KIMMELMAN DIRECTOR 1.00 X 0 0 0 THOMAS KIMMELMAN DIRECTOR 1.00 X 0 0 0 SCOTTIE KIMMELMAN DIRECTOR 1.00 X 0 0 0 JIN THATCHER DIRECTOR 4.00 X 0 0 0 JENNIFER WINWARD DIRECTOR 4.00 X 0 0 0 LEW SHERR DIRECTOR 1.00 X 0 0 0 GINNY EHRLICH DIRECTOR 1.00 X 0 0 0 ROSANNE MIGLIORINO VP & SECRETARY 10.00 X 0 0 0 0 0 0 0 0 0 0 RIOS ARCHITECTURE 3101 W EXPOSITION PLACE LOS ANGELES CA 90018 ENGINEERING 934994 SHERWOOD DESIGN ENGINEERS 654 N SPRING STREET LOS ANGELES CA 90012 CIVIL ENGINEERING 781317 LINCOLN PROPERTY COMPANY 390 N PACIFIC COAST HIGHWAY SUITE EL SEGUNDO CA 90018 REAL ESTATE 427547 DPR CONSTRUCTION 4665 MACARTHUR CT 100 NEWPORT BEACH CA 92660 CIVIL ENGINEERING 383748 MDM ADVISORY LLC 23 CORPORATE PLAZA SUITE 240 NEWPORT BEACH CA 92660 FUNDRAISING 170672 5 17714823 8645626 17714823 1891962 1891962 10744233 6049576 4694657 4694657 4694657 FROM JPM #5004 153 153 FROM K-1 - ASSAY PLUS FUND, LP -22124 -22124 -21971 24279471 0 0 6564648 X 1530200 1530200 321060 321060 279804 279804 ADMINISTRATIVE EXPENSES 265647 265647 LEASE EXPENSES 185834 130084 55750 2582545 1660284 321397 600864 14434997 43220640 3184868 1466415 26922206 18825600 7504061 14267648 0 40103 52046132 77820406 192317 969960 0 2948517 192317 3918477 X 0 0 0 0 51853815 73901929 51853815 73901929 52046132 77820406 21696926 351188 0 X 1 X 1 X 1 0 X 9263603 12720195 11437235 19602672 17714823 70738528 9263603 12720195 11437235 19602672 17714823 70738528 46813934 23924594 3 55704 132944 649222 1709426 2547299 73285827 0.32650 X THE ORGANIZATION MEETS THE FACTS-AND-CIRCUMSTANCES TEST IN REGULATION SECTION 1.170A-9(F)(3). THE ORGANIZATION'S MISSION IS TO CREATE A TRANSFORMATIONAL NONPROFIT YOUTH CENTER WITH STATE-OF-THE-ART FACILITIES THAT WILL OFFER TOP-QUALITY ACADEMIC, ATHLETIC, AND WELLNESS PROGRAMS TO UNDERSERVED YOUTH IN LOS ANGELES, CALIFORNIA. THE ORGANIZATION'S OVERALL SUPPORT FOR THE REPORTING PERIOD (CURRENT PLUS PRIOR FOUR YEARS) IS $73,285,827 AND ITS PUBLIC FINANCIAL SUPPORT FOR THIS PERIOD WAS 32.65%, REPRESENTING SUBSTANTIAL PUBLIC SUPPORT THAT IS JUST UNDER THE 1/3RD PUBLIC SUPPORT TEST. IN ADDITION TO FINANCIAL SUPPORT, THE ORGANIZATION HAS RECEIVED SIGNIFICANT NON-FINANCIAL SUPPORT, INCLUDING DONATED LEGAL SERVICES OF $1.91 MILLION. MOREOVER, ALL THE OFFICERS, WHO ARE NOT COMPENSATED, AS WELL AS A NUMBER OF OTHER VOLUNTEERS, HAVE CONTRIBUTED SIGNIFICANT AMOUNTS OF TIME TO THE ORGANIZATION. THE ORGANIZATION ENTERED INTO A 50-YEAR LEASE AGREEMENT WITH RENEWAL OPTIONS WITH LOS ANGELES WORLD AIRPORTS (LAWA) TO SECURE LAND FOR THE DEVELOPMENT AND CONSTRUCTION OF BUILDINGS AND RECREATIONAL FACILITIES INCLUDING SOCCER FIELDS, A MULTIPURPOSE FIELD, BASKETBALL, VOLLEYBALL AND TENNIS COURTS, AS WELL AS ATHLETIC TRAINING AND WELLNESS CLINICS TO PROMOTE ACTIVE LIFESTYLES ACROSS ALL AGES. THE ORGANIZATION ALSO ENTERED INTO A 50-YEAR LEASE AND OPERATING AGREEMENT WITH THE ARCHDIOCESE OF LOS ANGELES FOR LAND IMMEDIATELY ADJACENT TO THE LAWA SITE SO THAT THE ORGANIZATION CAN CONSTRUCT AN ACADEMIC CENTER FOCUSED ON SERVING UNDER-RESOURCED YOUTH FROM LOCAL COMMUNITIES INCLUDING INGLEWOOD, COMPTON AND SOUTH LOS ANGELES. TOGETHER, THESE LEASES SPAN 34 ACRES. WITHIN A FIVE-MILE RADIUS, 44 SCHOOLS ENROLL NEARLY 25,000 STUDENTS, THE MAJORITY FROM LOW-INCOME HOUSEHOLDS AND COMMUNITIES OF COLOR. AND WITHIN A TEN-MILE RADIUS, MORE THAN 50 SCHOOLSMOST DESIGNATED AS TITLE ISERVE STUDENT POPULATIONS THAT ARE APPROXIMATELY 80% AFRICAN AMERICAN OR LATINO, WITH THE MAJORITY QUALIFYING FOR FREE OR REDUCED-PRICE LUNCH.THE FACILITIES (KNOWN AS LULU'S PLACE) WILL PROVIDE HIGH-QUALITY ACADEMIC AND ATHLETIC PROGRAMS TO UNDER-RESOURCED STUDENTS AND THEIR FAMILIES IN THE LOS ANGELES AREA. SPECIFICALLY, THE ORGANIZATION'S CAMPUS WILL COMBINE ACADEMICS, ATHLETICS, AND WELLNESS TO SUPPORT THE HOLISTIC DEVELOPMENT OF A CHILD'S EDUCATION, HEALTH, AND LIFELONG WELL-BEING. THROUGH PARTNERSHIPS WITH NATIONALLY RECOGNIZED ORGANIZATIONS, INCLUDING THE TGR FOUNDATION, THE UNITED STATES TENNIS ASSOCIATION (USTA), USTA FOUNDATION (USTAF), WINWARD ACADEMY, CEDARS-SINAI HOSPITAL, AND PROVIDENCE HEALTHCARE, THE ORGANIZATION'S PROGRAMS ARE EXPECTED TO BE DELIVERED AT LITTLE OR NO COST TO FAMILIES AND WILL CREATE A MORE EQUITABLE FUTURE FOR THE YOUTH OF LOS ANGELES. THE ORGANIZATION HAS ALSO BEEN WORKING WITH LOCAL EDUCATION PARTNERS INCLUDING LOS ANGELES UNIFIED SCHOOL DISTRICT (LAUSD), LOYOLA MARYMOUNT UNIVERSITY, THE UNIVERSITY OF CALIFORNIA, USC, YMCA, WESTCHESTER HIGH SCHOOL AND ST. BERNARD HIGH SCHOOL (AMONG OTHERS) TO DEVELOP COORDINATED AND IMPACTFUL PROGRAMMING FOR STUDENTS AND TEACHERS.IN MAY 2024, THE ORGANIZATION HOSTED A GROUNDBREAKING CEREMONY AT THE SITE. SPEAKERS INCLUDED LOS ANGELES MAYOR KAREN BASS, CITY COUNCIL MEMBER TRACI PARK, COUNTY SUPERVISOR HOLLY MITCHELL, LAUSD BOARD MEMBER NICK MELVOIN, LAWA CHIEF EXECUTIVE JOHN ACKERMAN, BOAC PRESIDENT KARIM WEBB, USTA CHIEF EXECUTIVE LEW SHERR, AND TGR FOUNDATION CEO CYNDI COURT. MAYOR BASS EMPHASIZED THE BREADTH AND DEPTH OF THE PROJECT AND THE IMPORTANCE OF PUBLIC-PRIVATE PARTNERSHIPS WHEN SHE SAID "THE CITY IS PROUD TO BE A PARTNER IN SUPPORTING THE DEVELOPMENT OF LULU'S PLACE. OUR COLLABORATION IS BREATHING NEW LIFE INTO A SITE THAT WILL SERVE ANGELENOS FOR DECADES." THERE WAS EXTENSIVE POSITIVE PRESS COVERAGE OF THE GROUNDBREAKING INCLUDING STORIES IN THE LA TIMES, ORANGE COUNTY REGISTER, NBC LA, NPR, THE TENNIS CHANNEL, SOUTH BAY TIMES, AND OTHER MEDIA OUTLETS.THE ORGANIZATION HAS SECURED THE NECESSARY ENTITLEMENTS AND COMMENCED CONSTRUCTION ON ITS FACILITIES THAT ARE EXPECTED TO COST MORE THAN $170 MILLION AND HAS INCURRED $11,376,733 IN OVERALL CONSTRUCTION-IN-PROCESS EXPENSES THROUGH DECEMBER 31, 2024. DURING THE CONSTRUCTION PHASE, TGRF, USTAF AND WINWARD ARE ALREADY OFFERING SERVICES IN THE LOCAL COMMUNITY SUCH AS FIELD TRIPS, TENNIS CLINICS, ACADEMIC WORKSHOPS, TEACHER TRAINING, AND HEALTH SCREENINGS, ALL FREE OF CHARGE. EXAMPLES INCLUDE PROGRAMMING IN PARTNERSHIP WITH EDUCATORS AT WESTCHESTER HIGH SCHOOL; A TEACHER PROFESSIONAL DEVELOPMENT WORKSHOP HOSTED BY TGRF FOR EDUCATORS FROM LAUSD, CHARTER SCHOOLS AND PAROCHIAL SCHOOLS; MOBILE STEAM PROGRAMMING PROVIDED BY TGRF FOR LOCAL SCHOOLS AND COMMUNITY ORGANIZATIONS SURROUNDING LULU'S PLACE, INCLUDING PARTNERSHIPS WITH THE YMCA AND OTHER YOUTH-SERVING GROUPS; AND A 4-DAY TRAINING HOSTED BY TGRF FOR UNDER-REPRESENTED HIGH SCHOOL STUDENTS INTERESTED IN ATTENDING A 4-YEAR COLLEGE. THE ORGANIZATION'S BOARD HAS DIVERSE MEMBERS THAT REPRESENT THE BROAD INTERESTS OF THE PUBLIC, INCLUDING MEMBERS FROM THE PRIVATE SECTOR (THE ORGANIZATION'S FOUNDER AND HIS FAMILY WHOSE HAD THE VISION TO CREATE THE ORGANIZATION IN HONOR OF THE FOUNDER'S WIFE), EDUCATION, LEGAL PROFESSION, INSURANCE, AND ATHLETICS (PROFESSIONAL TENNIS AND MAJOR LEAGUE BASEBALL). THE ORGANIZATION HAS ALSO FORMED A COMMUNITY ADVISORY COMMITTEE COMPRISED OF A DIVERSE GROUP OF VOLUNTEERS WHO BRING PROFESSIONAL EXPERTISE AND/OR A STRONG DEMONSTRATED INTEREST IN EDUCATION, COLLEGE ACCESS, ATHLETICS, SAFETY, HEALTH AND WELLNESS, AND COMMUNITY-BUILDING TO HELP ADVANCE THE ORGANIZATION'S MISSION. THE GOAL OF THE COMMITTEE IS TO PROVIDE INSIGHTS AND ADVICE TO THE ORGANIZATION ON COMMUNITY PERSPECTIVES AND PRIORITIES IN SUPPORT OF ITS FOUR PILLARS OF SUCCESS: 1) ACADEMIC ENRICHMENT & SUPPORT; 2) COLLEGE & CAREER READINESS; 3) ATHLETICS & FITNESS; AND 4) HEALTH & WELLNESS.IN ADDITION, THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM TO SOLICIT FUNDS, INCLUDING MAINTAINING A WEBSITE ABOUT THE ORGANIZATION THAT INCLUDES A PROMINENT DONATIONS PORTAL, RETAINING A NATIONALLY-RECOGNIZED FIRM TO PROVIDE FUNDRAISING STRATEGY AND SUPPORT, HOSTING A MAJOR FUNDRAISING EVENT AT RIVIERA COUNTRY CLUB, AND PARTICIPATING IN NATIONAL AND LOCAL CONFERENCES TO RAISE AWARENESS ABOUT THE PROJECT. THE ORGANIZATION WAS FEATURED IN A RECENT FORUM ON SPORTS & PHILANTHROPY HOSTED AT THE INTUIT DOME IN INGLEWOOD BY THE UNIVERSITY OF SOUTHERN CALIFORNIA. IN FEBRUARY 2024, THE ORGANIZATION HOSTED A LUNCHEON WITH MAJOR DONOR PROSPECTS THAT FEATURED A CONVERSATION AMONG TIGER WOODS, JOHN MCENROE AND TRACY AUSTIN. THE LUNCHEON RESULTED IN NEW COMMITMENTS TOTALING $12M. IN ADDITION, DURING 2025, THROUGH ITS CONTINUOUS FUNDRAISING EFFORTS, THE ORGANIZATION HAS SECURED FURTHER SUPPORT FROM PROMINENT PUBLIC AND PRIVATE FOUNDATIONS, CORPORATIONS AND PHILANTHROPISTS THAT HAVE NOT PREVIOUSLY SUPPORTED THE ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OPERATING LEASE RIGHT OF USE ASSETS 2890915 C CONSTRUCTION IN PROGRESS 11376733 C 14267648 OPERATING LEASE LIABILITIES, LONG-TERM PORTION 2842196 OPERATING LEASE LIABILITIES, CURRENT PORTION 106321 2948517 25340693 351188 710034 1061222 24279471 0 24279471 3292579 710034 710034 2582545 0 2582545 X 1 FAIRMONT MIRAMAR HOTEL 101 WILSHIRE BLVD SANTA MONICA CA 90401 LODGING FOR FUNDRAISING CONSULTANTS 0 0 6396 -6396 MDM ADVISORY LLC 23 CORPORATE PLAZA 240 NEWPORT BEACH CA 92662 FUNDRAISING CONSULTING SERVICES 0 0 195844 -195844 RIVIERA COUNTRY CLUB 1250 CAPRI DRIVE PACIFIC PALISADES CA 90272 GOLF TOURNAMENT FUNDRAISING EVENT 0 0 18000 -18000 TGR LIVE 15440 LAGUNA CANYON ROAD SUITE 230 IRVINE CA 92618 VENUE AND FOOD FOR FUNDRAISING ACTIVITIES 0 0 75282 -75282 USGA 77 LIBERTY CORNER ROAD LIBERTY CORNER NJ 07938 VENUE FOR FUNDRAISING ACTIVITIES 0 0 21625 -21625 317147 -317147 CA NY FL 1 LA UNIFIED SCHOOL DISTRICT 5710 E BEVERLY BLVD LOS ANGELES CA 90022 942283422 501(C)(3) 1500000 0 TO PROVIDE SUPPORT TO CHARITABLE ENTITY KIPP SOCIAL PUBLIC SCHOOLS 1933 S BROADWAY STE 1144 LOS ANGELES CA 900074501 261607268 501(C)(3) 25000 0 TO PROVIDE SUPPORT TO CHARITABLE ENTITY WESTCHESTER LITTLE LEAGUE PO BOX 881718 LOS ANGELES CA 90009 954675609 501(C)(3) 5200 0 TO PROVIDE SUPPORT TO CHARITABLE ENTITY PART I, LINE 2: THE ENTITY WILL REGULARLY KEEP IN CONTACT WITH THE VARIOUS 501(C)3 ENTITIES. DOUGLAS KIMMELMAN OFFICER AND BOARD MEMBER 170672 FUNDRAISING SERVICES 0 SCHEDULE L; PART IV; LINE (1) THE ORGANIZATION MADE PAYMENTS TOTALING $170,672 TO A CONSULTING ENTITY FOR FUNDRAISING SERVICES. AN OFFICER WHO IS A BOARD MEMBER OF THE ORGANIZATION ALSO SERVES AS AN OFFICER AND BOARD MEMBER OF THE CONSULTING ENTITY. THE SERVICES PROVIDED INCLUDED WORK PERFORMED BY A FAMILY MEMBER OF THE OFFICER AS WELL AS ANOTHER INDIVIDUAL WITH NO FAMILY RELATIONSHIP. THE FAMILY RELATIONSHIP AND PROPOSED COMPENSATION WERE FULLY DISCLOSED TO THE BOARD PRIOR TO THE ENGAGEMENT. X 99 8646145 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DOUGLAS KIMMELMAN, ANNE KIMMELMAN, SCOTTIE KIMMELMAN, ROBERT KIMMELMAN, AND THOMAS KIMMELMAN HAVE A FAMILIAL RELATIONSHIP. DOUGLAS KIMMELMAN IS THE FATHER OF ANNE KIMMELMAN, SCOTTIE KIMMELMAN, ROBERT KIMMELMAN, AND THOMAS KIMMELMAN. DOUGLAS KIMMELMAN AND ROSANNE MIGLIORINO HAVE A BUSINESS RELATIONSHIP. ROSANNE MIGLIORINO IS EMPLOYED BY THE FIRM IN WHICH DOUGLAS KIMMELMAN IS THE SENIOR AND FOUNDING PARTNER. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS A SOLE CORPORATE MEMBER. THE MEMBER'S CLASS IS NONVOTING. THE CORPORATE MEMBER ELECTS AND DESIGNATES THE MEMBERS OF THE BOARD OF DIRECTORS. ALL CORPORATE POWERS ARE MANAGED UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED IN DETAIL BY AN OUTSIDE ACCOUNTING FIRM. THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. ONCE IN FINAL FORMAT, THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE MEMBERS, PRESIDENT AND TREASURER FOR REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. SUBSEQUENT TO FILING, A COPY OF THE FORM 990 IS FURNISHED TO ALL MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS MADE THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G COMMUNITY AND PUBLIC RELATIONS EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 279,804. TOTAL EXPENSES 279,804. THE KIMMELMAN FAMILY FOUNDATION 9001 COLLINS AVE SPH1 SURFSIDE FL 33154 826694821 GRANT MAKING TO 501(C)(3) ORGANIZATIONS FL 501(C)(3) PF N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0