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← INVESTORS PHILANTHROPIC

Form 990 for tax year 2023

Filed by INVESTORS PHILANTHROPIC.

Totals

Total revenue
$3,072,012
Total expenses
$644,407
Contributions and grants received
$720,622
Grants paid
$615,516
Program service revenue
$1,230
Investment income
$2,422,449
Other revenue
-$72,289
Total assets, end of year
$7,578,309
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,578,309
Program services expenses (Part IX)
$629,407
Management and general expenses
$13,264
Fundraising expenses
$1,736
Program service expenses (Part III)
$629,407

Program services were 97.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $218,930

  • 1f · All other contributions, gifts and grants

    $501,692

  • 2a · Program service revenue: MANAGEMENT FEES

    total $1,230 · related or exempt $1,230

  • 3 · Investment income

    total $24,595 · excluded $24,595

  • 7a · Gross sales of assets other than inventory

    securities $23,887 · other assets $2,392,418

  • 7b · Less cost or other basis and sales expenses

    securities $18,451 · other assets $0

  • 7c · Gain or loss

    securities $5,436 · other assets $2,392,418

  • 7d · Net gain or loss

    total $2,397,854 · excluded $2,397,854

  • 8a · Fundraising events: gross income

    $7,500

  • 8a · Fundraising events: contributions included on line 1c

    $218,930

  • 8b · Fundraising events: direct expenses

    $79,789

  • 8c · Net income from fundraising events

    total -$72,289 · excluded -$72,289

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $615,516 · program services $615,516

  • 11a · Fees: management

    total $1,230 · management and general $1,230

  • 11b · Fees: legal

    total $4,180 · management and general $4,180

  • 12 · Advertising and promotion

    total $13,818 · program services $11,054 · management and general $1,382 · fundraising $1,382

  • 13 · Office expenses

    total $9,663 · program services $2,837 · management and general $6,472 · fundraising $354

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $112,354 · end of year $133,761

  • 11 · Investments: publicly traded securities

    beginning of year $854,295 · end of year $876,175

  • 15 · Other assets

    beginning of year $4,179,968 · end of year $6,568,373

  • 27 · Net assets without donor restrictions

    beginning of year $5,146,617 · end of year $7,578,309

Mission and programs · 2023

Mission

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.

  • 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.

    Expenses $629,407 · Grants $615,516 · Revenue $1,230

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ROBERT O HILL

    CEO

    Total calculated
    $0
    Hours/week
    5

  • ALAIN O'CONNOR

    CFO

    Total calculated
    $0
    Hours/week
    1

  • VALENTINA KHAN

    MANAGING DIRECTOR

    Total calculated
    $0
    Hours/week
    40

  • STEVE ABRAHAM

    COO

    Total calculated
    $0
    Hours/week
    10

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ELEANOR JANE LLC

    EXCLUDED UNDER 512 · REAL ESTATE · FL · 98% owned · share of income $72,811 · share of assets $1,832,171

    Directly controlled by THOMAS LIVING TRUST

  • MINDELL & ASSOCIATES LLC

    EXCLUDED UNDER 512 · NOTE INVESTING · CA · 98% owned · share of income $121,508 · share of assets $2,523,235

    Directly controlled by MINDELL-WATANABE TR

  • JR GIVING LLC

    EXCLUDED UNDER 512 · NOTE INVESTING · CA · 99% owned · share of income $755,863 · share of assets $755,863

  • RHODES LLC

    EXCLUDED UNDER 512 · INVESTMENTS · DE · 99% owned · share of income $215,347 · share of assets $215,347

  • BROKEN ROAD CT LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $1,138 · share of assets $1,138

  • CSS WEALTH CREATORS LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $2 · share of assets $2

  • ECO WATCH LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned

  • HAND IN HAND HOLDINGS

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned

  • HAROLD CELESTE LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $3,153 · share of assets $3,153

  • HB CAPITAL INVESTMENTS LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $1,497 · share of assets $1,497

  • HERNANDEZ GLOBAL INVESTMENTS LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $1,471 · share of assets $1,471

  • KCAT LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $443,709 · share of assets $443,709

  • KPPF INVESTMENTS LLC

    EXCLUDED UNDER 512 · REAL ESTATE · DE · 98% owned

  • LANCE WANG INVESTMENTS LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $33 · share of assets $33

  • LIGON INVESTMENTS LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $4,440 · share of assets $4,440

  • LIU CT LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $732 · share of assets $732

  • LOPEZ AND LOPEZ INVESTMENTS LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned

  • M3 FAMILY INVESTMENT FUND LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned

  • MONKEES LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $1,470 · share of assets $1,470

  • MTK CAPITAL INVESTMENTS LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $2,870 · share of assets $2,870

  • MURPHY GROUP INVESTMENTS LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned

  • NKPP INVESTMENTS LLC

    EXCLUDED UNDER 512 · REAL ESTATE · DE · 98% owned

  • PINK FINS LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $1,960 · share of assets $1,960

  • PT GLOBAL INVESTMENTS LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned

  • RAYZ WELLNESS VENTURES LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $1,474 · share of assets $1,474

  • SHR GIVING LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $1,491 · share of assets $1,491

  • VERITAS GLOBAL INVESTMENTS

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned · share of income $33 · share of assets $33

  • Z30 FORESIGHTS LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned

  • WATSON C LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 98% owned

  • RRL GIVING LLC

    EXCLUDED UNDER 512 · REAL ESTATE · CA · 99% owned · share of income $773,835 · share of assets $773,835

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202423209349317457

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