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← INVESTORS PHILANTHROPIC

Form 990 for tax year 2024

Filed by INVESTORS PHILANTHROPIC.

Totals

Total revenue
$188,200
Total expenses
$439,000
Contributions and grants received
$517,533
Grants paid
$395,376
Program service revenue
$27,891
Investment income
-$306,488
Other revenue
-$50,736
Total assets, end of year
$7,347,437
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,347,437
Program services expenses (Part IX)
$408,866
Management and general expenses
$28,448
Fundraising expenses
$1,686
Program service expenses (Part III)
$408,866

Program services were 93.1% 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

    $164,958

  • 1f · All other contributions, gifts and grants

    $352,575

  • 1g · Noncash contributions included above

    $54,212

  • 2a · Program service revenue: MANAGEMENT FEES

    total $27,891 · related or exempt $27,891

  • 3 · Investment income

    total $1,234,413 · excluded $1,234,413

  • 7a · Gross sales of assets other than inventory

    securities $33,143

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

    securities $32,812 · other assets $1,541,232

  • 7c · Gain or loss

    securities $331 · other assets -$1,541,232

  • 7d · Net gain or loss

    total -$1,540,901 · excluded -$1,540,901

  • 8a · Fundraising events: gross income

    $0

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

    $164,958

  • 8b · Fundraising events: direct expenses

    $50,736

  • 8c · Net income from fundraising events

    total -$50,736 · excluded -$50,736

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $395,376 · program services $395,376

  • 11a · Fees: management

    total $5,562 · management and general $5,562

  • 11b · Fees: legal

    total $7,090 · management and general $7,090

  • 11c · Fees: accounting

    total $6,780 · management and general $6,780

  • 11g · Fees: other

    total $2,500 · program services $2,000 · management and general $250 · fundraising $250

  • 13 · Office expenses

    total $11,802 · program services $3,578 · management and general $7,777 · fundraising $447

  • 24a · Other expenses: OUTREACH

    total $9,890 · program services $7,912 · management and general $989 · fundraising $989

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $133,761 · end of year $167,295

  • 11 · Investments: publicly traded securities

    beginning of year $876,175 · end of year $933,786

  • 15 · Other assets

    beginning of year $6,568,373 · end of year $6,246,356

  • 27 · Net assets without donor restrictions

    beginning of year $7,578,309 · end of year $7,347,437

Mission and programs · 2024

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 $408,866 · Grants $395,376 · Revenue $27,891

As filed on the 2024 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.

  • ADAIR CARE LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • B AND C BENEFICIAL CARITAS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • BEAR CANYON & ASSOCIATES LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $1,992 · share of assets $1,992

  • BECKS & ARCH INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $1,529 · share of assets $1,529

  • BICAL FAMILY INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $66,563 · share of assets $66,563

  • BLINT ADVISORY GROUP LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • BROKEN ROAD CT LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $38,623 · share of assets $38,623

  • BRWAGNER LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $9,801 · share of assets $9,801

  • CELLB LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $3 · share of assets $3

  • CHADDHA LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • CORTES ENTERPRISES LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • CSS WEALTH CREATORS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $3,316 · share of assets $3,318

  • DEUS VULT LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • DOCTRINE CLLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $8,842 · share of assets $8,842

  • EANVLN LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $842 · share of assets $842

  • ECO WATCH LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • ELEANOR JANE LLC

    EXCLUDED FROM TAX · REAL ESTATE · FL · 98% owned · share of income $80,542 · share of assets $1,904,613

    Directly controlled by THOMAS LIVING TRUST

  • ELITE ALLOCATION PARTNERS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $5,566 · share of assets $5,566

  • EMILY HERRING REAL ESTATE

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • EMPOWER ONE VENTURES LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • FESTA INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $1,114 · share of assets $6,220

  • GREGORY KL LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $71,208 · share of assets $74,341

  • GROSS JAVANBAKHT FAMILY LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • HAND IN HAND HOLDINGS

    EXCLUDED FROM TAX · REAL ESTATE · KY · 98% owned

  • HAROLD CELESTE LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $36,304 · share of assets $39,457

  • HARRY'S AND FRIENDS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $14,853 · share of assets $14,853

  • HB CAPITAL INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned

  • HELP A HEAD INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $13,925 · share of assets $13,925

  • HENCHENSKI INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • HERNANDEZ GLOBAL INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $3,212 · share of assets $3,212

  • HOFMANN FAMILY LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • IRON QUEST CAPITAL LLC

    EXCLUDED FROM TAX · REAL ESTATE · MO · 98% owned · share of assets $1,475

  • ISA LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $406,728 · share of assets $406,728

  • JEHOVAHS HAND LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • JKMJH LLC

    EXCLUDED FROM TAX · REAL ESTATE · AZ · 99% owned · share of income $295,942 · share of assets $295,942

  • JM CUNNINGHAM GROUP LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $28,466 · share of assets $28,466

  • JOLLE ENTERPRISE LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $44,377 · share of assets $53,604

  • JONES ADVISORS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $2,894 · share of assets $2,894

  • JOSEPH & MICHAEL LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $1,786 · share of assets $1,786

  • JR GIVING LLC

    EXCLUDED FROM TAX · NOTE INVESTING · DE · 99% owned · share of income $260,450 · share of assets $260,450

  • JRL JULIA RAE PANDA LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 99% owned · share of income $413,514 · share of assets $413,514

  • JSC ENDOWING LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $1,019 · share of assets $1,019

  • JSF VENTURES LLC

    EXCLUDED FROM TAX · REAL ESTATE · NV · 98% owned · share of income $5,958 · share of assets $5,958

  • K&N GIVING FOUNDATION LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $14,337 · share of assets $14,337

  • KAHAN INVESTMENT GROUP LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $10,619 · share of assets $10,619

  • KCAT LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $305,365 · share of assets $749,074

  • KERMAN INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $61,039 · share of assets $61,039

  • KPPF INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $31,475 · share of assets $31,475

  • KRONBERG CHARITABLE INITIATIVE LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $991 · share of assets $991

  • LANCE WANG INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $8,788 · share of assets $8,788

  • LEGACY OF LIGHT LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $5,322 · share of assets $5,322

  • LIGON INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $35,015 · share of assets $39,455

  • LILLIES OF THE FIELD LLC

    EXCLUDED FROM TAX · REAL ESTATE · OR · 98% owned · share of income $9,652 · share of assets $11,122

  • LIU CT LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $20,702 · share of assets $20,702

  • LT SQUARED VII LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • M3 FAMILY INVESTMENT FUND LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned

  • MAX FOUNDATION LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income -$1,718 · share of assets -$1,718

  • MELISSA AND DARRYL SLADDEN LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • MENDOZA FAMILY GROUPS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • MINDELL & ASSOCIATES LLC

    EXCLUDED FROM TAX · NOTE INVESTING · CA · 98% owned · share of income $314,501 · share of assets $314,501

    Directly controlled by MINDELL-WATANABE TR

  • MMH INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $31 · share of assets $31

  • MONKEES LLC

    EXCLUDED FROM TAX · REAL ESTATE · FL · 98% owned · share of income $22,628 · share of assets $24,098

  • MTK CAPITAL INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $38,989 · share of assets $41,859

  • MURPHY GROUP INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned

  • NADIRA VENTURES LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $2,381 · share of assets $2,381

  • NB GIVES LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $29,938 · share of assets $29,938

  • NHMC INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $142,039 · share of assets $142,039

  • NKPP INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $24,377 · share of assets $24,377

  • OLYMPUS COMPANY LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $1,438 · share of assets $1,438

  • OPRIAN INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $40,632 · share of assets $40,632

  • PARKER MAC LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $1,559 · share of assets $2,633

  • PASAJE LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $3,069 · share of assets $3,069

  • PASHA FAMILY LEGACY LLC

    EXCLUDED FROM TAX · REAL ESTATE · MS · 98% owned · share of income $127,770 · share of assets $127,770

  • PRECISION SOLUTIONS WORLDWIDE LLC

    EXCLUDED FROM TAX · REAL ESTATE · NV · 98% owned · share of income $7,817 · share of assets $10,507

  • PT GLOBAL INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $11,111 · share of assets $11,111

  • QRAT LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $43,073 · share of assets $43,073

  • RALS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $3,643 · share of assets $3,643

  • RAVITZ HOLDINGS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $1,947 · share of assets $2,129

  • RAYZ WELLNESS VENTURES LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned

  • RCJJ INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · GA · 98% owned · share of income $4,206 · share of assets $4,206

  • RELIANCE RELIEF SOLUTIONS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • RETR2027 LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • RGMA VENTURES LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $34,308 · share of assets $34,308

  • RHODES LLC

    EXCLUDED FROM TAX · INVESTMENTS · DE · 99% owned · share of income -$20,201 · share of assets $195,146

  • RJS INVESTMENTS AND GIVING LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • RRL GIVING LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 99% owned · share of income $5,505 · share of assets $5,505

  • RUBY STREET HIGHLAND PARK LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • RULE 62 INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $6,877 · share of assets $6,877

  • RUTHERFORD ENTERPRISES LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $6,164 · share of assets $6,164

  • S AND P GIVING INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $215 · share of assets $215

  • SAAVEDRAS REAL ESTATE TRUST LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned

  • SCOUTS AND HARDHATS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $379 · share of assets $379

  • SHIRAZI ROOSTA LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $354 · share of assets $354

  • SHR GIVING LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of assets $1,491

  • SIMPLE SYMBOL LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $152,801 · share of assets $152,801

  • STREAMING CAVALIER LLC

    EXCLUDED FROM TAX · REAL ESTATE · ID · 98% owned · share of income $310,372 · share of assets $323,375

  • SUNRYSE INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • SWEDELSON INVESTMENT GROUP LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $12,856 · share of assets $12,856

  • THREE BOSS BABES LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • TING & HUI APRICOT LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $512 · share of assets $512

  • TMD GIVING LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • TODD WORLDWIDE INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • UTZ FINANCIAL INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • VERITAS GLOBAL INVESTMENTS

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

  • VINODA LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 99% owned · share of income $2,927 · share of assets $2,927

  • WAHINE NANI LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $1,143 · share of assets $1,143

  • WATSON C LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned · share of income $26,165 · share of assets $26,165

  • WINGS OF FREEDOM INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $16,852 · share of assets $16,852

  • WITWIT INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned

  • WOO CAPITAL INVESTMENTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $198 · share of assets $198

  • XTINE ENTERPRISES

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $10,106 · share of assets $10,106

  • Z30 FORESIGHTS LLC

    EXCLUDED FROM TAX · REAL ESTATE · CA · 98% owned

  • ZATULOVSKY FAMILY FOUNDATION LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned · share of income $356 · share of assets $356

  • ZOKI FOUNDATION LLC

    EXCLUDED FROM TAX · REAL ESTATE · DE · 98% owned

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202543219349326864

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