2024-10-04T14:27:26-05:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 11400 WEST OLYMPIC BLVD 350 LOS ANGELES CA 90064 990PF 2023-01-01 475060366 MONIMOS FOUNDATION MONI 8056261786 PO BOX 1868 OJAI CA 93024 RICHARD E MARCUS SECRETARY 8056261786 2024-09-07 1 0 CAROLINE UY REILLY P01267035 3104778355 2024-09-07 2023 2024-10-15 13:58:12Z X 32130024 X X 80429 80429 343755 343755 199323 199323 37815 69514 1967665 69514 693021 693021 134014 67007 67007 9383 4692 4691 6892 3446 3446 30035 15018 15017 81965 80148 1817 95574 94807 69179 67616 516 427042 332734 92494 573438 573438 1000480 332734 665932 -307459 360287 235157 148198 148198 4014 4014 28701 23693 23693 1497005 1495156 1507090 12950209 5739020 12599581 0 1435873 1485412 4521920 657164 3959563 3864756 4954339 1771614 1999750 1825514 7665 4314 4118 3351 3351 9125036 9578832 9578832 29571403 24292643 32130024 27510 27510 27510 27510 X 0 0 0 0 29543893 24265133 29543893 24265133 29571403 24292643 29543893 -307459 18671 29255105 4989972 24265133 PUBLICLY TRADED SECURITIES P 2022-01-01 2023-12-31 1967665 1898151 69514 69514 69514 5008 0 5008 0 5008 28701 0 0 0 28701 0 23693 23693 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A CAROLINE U REILLY CPA 3104778355 11400 W OLYMPIC BLVD STE 350 LOS ANGELES CA 90064 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 NEIL KREITMAN PO BOX 1868 OJAI CA 93024 PRESIDENT 40.00 120000 0 14014 RICHARD E MARCUS 11400 W OLYMPIC BLVD 350 LOS ANGELES CA 90064 SECRETARY 1.00 0 0 0 NONE 0 MECHANICS BANK 1111 CIVIC DRIVE SUITE 333 WALNUT CREEK CA 94596 INVESTMENT MANAGEMENT 78330 0 0 16873475 199881 14543846 31617202 0 0 31617202 474258 31142944 1557147 1557147 5008 5008 1552139 0 1552139 0 1552139 665932 0 665932 1552139 0 0 183252 1316594 1117770 670967 1329339 4617922 665932 0 0 0 665932 0 886207 886207 3731715 0 0 0 0 0 0 0 3731715 613639 1117770 670967 1329339 X AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 N/A PC SUPPORT FOR NATIVE AMERICAN SCHOLARS TO OVERCOME ACADEMIC BARRIERS. 10000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 N/A PC FOR ITS ONGOING WORK BRINGING MEDICAL ASSISTANCE TO THE INJURED AND SICK IN THE WORLD'S CONFLICT ZONES. 10000 FARM SANCTUARY PO BOX 150 WATKINS GLEN NY 14891 N/A PC FARM SANCTUARY RESCUES ANIMALS AND PROVIDES THEM WITH SANCTUARY 10000 FOOD FOR THOUGHT PO BOX 1645 OJAI CA 93024 N/A PC TO HELP GROW ITS ACTIVITIES. FOOD FOR THOUGHT BRINGS A PROGRAM OF GARDEN BASED LEARNING, AGRICULTURAL LITERACY AND DIETARY AWARENESS INTO THE PUBLIC SCHOOLS IN THE OJAI AREA. 10000 FRIENDS OF THE EASTERN CALIFORNIA MUSEUM 155 N GRANT STREET INDEPENDENCE CA 93526 N/A PC SUPPORT FOR THE MUSEUM'S CULTURAL ACTIVITIES. 1000 HAPPY VALLEY FOUNDATION 8585 OJAI SANTA PAULA ROAD OJAI CA 93023 N/A PC FOR THE REPAIR OF THE BRIDGE TO BESANT HILL SCHOOL FROM HWY 150 IN OJAI. 10000 HELP OF OJAI 111 W SANTA ANA STREET OJAI CA 93023 N/A PC GENERAL PURPOSES. HELP OF OJAI IS A BASIC NEEDS PROVIDER SERVING THOUSANDS OF RESIDENTS IN THE OJAI AREA WITH TRANSPORTATION, HOME DELIVERED MEALS, SENIOR ACTIVITIES AND STUDENT COUNSELING. 10000 HUMANE SOCIETY OF VENTURA COUNTY 402 BRYANT STREET OJAI CA 93023 N/A PC SUPPORT FOR THE ANIMAL SHELTER RUN BY THE HUMANE SOCIETY IN THE IMMEDIATE AFTERMATH OF THE THOMAS FIRE. 10000 INDEPENDENT SHAKESPEARE COMPANY 3191 CASITAS AVENUE SUITE 168 LOS ANGELES CA 90039 N/A PC CONTRIBUTION TOWARDS THE COMPANY'S OPERATING EXPENSES AND PRODUCTION COSTS AHEAD OF THE SUMMER SEASON OF FREE SHAKESPEARE PLAYS IN GRIFFITH PARK, LOS ANGELES. 40000 INTERNATIONAL CAMPAIGN FOR TIBET 1825 W JEFFERSON PLACE NW WASHINGTON DC 20036 N/A PC TO SUPPORT PUBLIC AWARENESS OF HUMAN RIGHTS ISSUES IN TIBET 10000 LOS PADRES FORESTWATCH PO BOX 831 SANTA BARBARA CA 93102 N/A PC SUPPORT FOR ORGANIZATION'S FOCUS ON PROTECTING WILDERNESS LANDSCAPES, WILDLIFE HABITAT, AND FREE-FLOWING RIVERS IN THE LOS PADRES NATIONAL FOREST. 5000 MIRACLES PO BOX 3003 LITTLEHAMPTON WEST SUSSEX UK BN16 1SY N/A NC TO SUPPORT SEVERELY HANDICAPPED CHILDREN IN THE U.K. 13163 MONIMOS ART FOUNDATION PO BOX 1868 OJAI CA 93024 N/A POF TO HELP GROW ITS ACTIVITIES. MONIMOS ART FOUNDATION OPERATES AS A MUSEUM SHOWCASING WORKS OF ART. 229275 MONO LAKE COMMITTEE PO BOX 29 LEE VINING CA 93541 N/A PC FOR THE PRESERVATION OF MONO LAKE AND ITS HABITAT. 1000 OAK GROVE SCHOOL 220 LOMITA AVENUE OJAI CA 93023 N/A PC FUNDING FOR ONCE UPON A WATERSHED PROGRAM. THIS PROGRAM IS A PROJECT OF OAK GROVE SCHOOL IN PARTNERSHIP WITH THE OJAI VALLEY LAND CONSERVANCY AND THE OJAI AND VENTURA UNIFIED SCHOOL DISTRICTS WITH FUNDING FROM THE NATIONAL OCEANIC AND ATMOSPHERIC ADMINISTRATION'S "B-WET" GRANT PROGRAM. IT PROVIDES HANDS-ON WATERSHED EDUCATION, RESTORATION, AND STEWARDSHIP EXPERIENCE TO 4TH,5TH AND 6TH GRADE STUDENTS IN THE VENTURA RIVER WATERSHED. 11000 OJAI CARES 960 EAST OJAI AVENUE SUITE 105 OJAI CA 93023 N/A PC SUPPORT TO HELP PATIENTS COPE WITH THE COMPLEXITIES OF CANCER CARE. 1000 OJAI MUSIC FESTIVAL PO BOX 185 OJAI CA 93024 N/A PC A CONTRIBUTION TOWARDS THE ANNUAL MUSIC FESTIVAL IN OJAI. 20000 OJAI VALLEY LAND CONSERVANCY PO BOX 1092 OJAI CA 93024 N/A PC FOR THE PROTECTION AND CARE OF WILDLIFE HABITAT AND THE CREATION OF PUBLICLY ACCESSIBLE OPEN SPACES IN THE OJAI VALLEY. 10000 SANTA BARBARA MUSEUM OF ART 1130 STATE STREET SANTA BARBARA CA 93101 N/A PC TO SUPPORT THE EXHIBITION VALESKA SOARES: ANY MOMENT NOW. 132000 SCHOOL INC 1544 NORTH LAKE AVENUE PASADENA CA 91104 N/A PC SUPPORT FOR THE ORGANIZATION'S WORK BRINGING YOGA AND MEDITATION PRACTICES INTO THE CLASSROOMS IN LOS ANGELES PUBLIC SCHOOLS AS TOOLS FOR DEVELOPING BETTER BEHAVIOR AND LEARNING FOCUS. 5000 THE RUBIN MUSEUM OF ART 150 WEST 17TH STREET NEW YORK NY 10011 N/A PC CONTRIBUTION TO THE MUSEUM'S ONGOING TEMPORARY EXHIBITION PROGRAM. 10000 BESANT HILL SCHOOL OF HAPPY VALLEY 8585 N OJAI ROAD OJAI CA 93023 N/A PC TO DEVELOP EACH INDIVIDUAL STUDENT'S INTELLECTUAL AND ARTISTIC ABILITIES BY AWAKENING THE SPIRIT OF INQUIRY AND ENCOURAGING THE PURSUIT OF INTEGRITY AND EXCELLENCE. 5000 CONCERNED RESOURCE AND ENVIRONMENTAL WORKERS 370 BALDWIN RD BLDG E2 OJAI CA 93023 N/A PC TO OFFER TEENS AND YOUNG ADULTS THE OPPORTUNITY FOR HANDS-ON WORK IN THE GREAT OUTDOORS, ON PROJECTS INCLUDING WILDFIRE PREVENTION, HABITAT RESTORATION AND TRAIL MAINTENANCE. 10000 573438 0 14 80429 14 343755 16 37815 18 69514 0 531513 0 531513 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 30035 15018 15017 ORGANIZATION COSTS 2016-01-01 15700 7329 180.000000000000 1047 0 8376 160 BESANT RD. 2016-01-01 2291269 411242 SL 39.000000000000 58750 58750 160 BESANT RD. LAND COST 2016-01-01 660256 L 0 0 311 MONTGOMERY 2018-10-01 498153 53757 SL 39.000000000000 12773 12773 311 MONTGOMERY LAND COST 2018-10-01 285000 L 0 0 1960 DANISH MODERN DESK 2018-04-24 4270 1975 SL 10.000000000000 427 0 1830 DANISH ARM CHAIR 2018-04-24 3395 1572 SL 10.000000000000 340 0 HVAC 2019-04-29 11310 1076 SL 39.000000000000 290 290 LAND IMPROVEMENTS 2018-10-01 20000 4125 SL 20.000000000000 1000 1000 OTTOMAN 2018-10-03 5888 2430 SL 10.000000000000 589 589 BUILDING IMPROVEMENTS 2018-10-01 667026 71981 SL 39.000000000000 17103 17103 WINDOW TREATMENTS 2018-10-01 3018 1246 SL 10.000000000000 302 302 LAND IMPROVEMENTS 2018-10-01 80000 16500 SL 20.000000000000 4000 4000 MONIMOS ART FOUNDATION PO BOX 1868 OJAI CA 93024 2023-12-31 229275 THE GRANTS CONSISTED OF CASH TRANSFERRED TO THE GRANTEE, A PRIVATE OPERATING FOUNDATION WHICH OPERATES AN ART MUSEUM IN OJAI, CA. THE PURPOSE OF THE GRANTS WAS TO PROVIDE CASH TO FACILITATE THE OPERATION OF THE MUSEUM FACILITY. THE GRANTEE AND GRANTOR ACKNOWLEDGE THAT THE GRANTEE HAS COMPLIED WITH THE TERMS OF THE GRANTS AND HAS NOT DIVERTED ANY PORTION OF THE GRANTS FROM THE PURPOSES OF THE GRANTS. THE GRANTOR MONIMOS FOUNDATION HAS VERIFIED CONTINUED USE OF THE CASH FOR ITS INTENDED PURPOSE AT THE MUSEUM BY FREQUENT VISITS AND INSPECTIONS. 229275 NONE 7/24/2024 NO VERIFICATION CONSIDERED NECESSARY. MONIMOS ART FOUNDATION PO BOX 1868 OJAI CA 93024 2022-12-31 2463000 THE GRANTS CONSISTED OF ARTWORKS TRANSFERRED TO THE GRANTEE, A PRIVATE OPERATING FOUNDATION WHICH OPERATES AN ART MUSEUM IN OJAI, CA. THE PURPOSE OF THE GRANTS WAS TO PROVIDE ARTWORKS TO BE DISPLAYED AT THE MUSEUM IN ACCORDANCE WITH AN ART TRANSFER AGREEMENT PREVIOUSLY ENTERED INTO BETWEEN THE PARTIES TO FACILITATE THE DESIGN, OPENING, AND OPERATION OF THE MUSEUM FACILITY.THE WORKS OF ART CONTRIBUTED WERE INTENDED TO BE ON DISPLAY IN THE MUSEUM. THE GRANTEE IS NO PROHIBITED TO SELL ANY OF THE WORKS OF ART CONTRIBUTED. ANY PROCEEDS ARISING FROM SUCH SALE SHALL BE USED TO OPERATE THE MUSEUM OR ACQUIRE OTHER ART. IN 2022, ONE WORK OF ART WAS SOLD. THE GRANTEE AND GRANTOR ACKNOWLEDGE THAT THE GRANTEE HAS COMPLIED WITH THE TERMS OF THE GRANTS AND HAS NOT DIVERTED ANY PORTION OF THE GRANTS FROM THE PURPOSES OF THE GRANTS. THE GRANTOR MONIMOS FOUNDATION HAS VERIFIED CONTINUED USE OF THE CASH FOR ITS INTENDED PURPOSE AT THE MUSEUM BY FREQUENT VISITS AND INSPECTIONS. 167454 NONE 11/14/2023 NO VERIFICATION CONSIDERED NECESSARY. MONIMOS ART FOUNDATION PO BOX 1868 OJAI CA 93024 2021-12-31 1915139 THE GRANTS CONSISTED OF ARTWORKS TRANSFERRED TO THE GRANTEE, A PRIVATE OPERATING FOUNDATION WHICH OPERATES AN ART MUSEUM IN OJAI, CA. THE PURPOSE OF THE GRANTS WAS TO PROVIDE ARTWORKS TO BE DISPLAYED AT THE MUSEUM IN ACCORDANCE WITH AN ART TRANSFER AGREEMENT PREVIOUSLY ENTERED INTO BETWEEN THE PARTIES TO FACILITATE THE DESIGN, OPENING, AND OPERATION OF THE MUSEUM FACILITY.THE WORKS OF ART CONTRIBUTED WERE INTENDED TO BE ON DISPLAY IN THE MUSEUM. THE GRANTEE IS NOT PROHIBITED TO SELL ANY OF THE WORKS OF ART CONTRIBUTED. ANY PROCEEDS ARISING FROM SUCH SALE SHALL BE USED TO OPERATE THE MUSEUM OR ACQUIRE OTHER ART. IN 2021, A WORK OF ART WAS SOLD. THE GRANTEE AND GRANTOR ACKNOWLEDGE THAT THE GRANTEE HAS COMPLIED WITH THE TERMS OF THE GRANTS AND HAS NOT DIVERTED ANY PORTION OF THE GRANTS FROM THE PURPOSES OF THE GRANTS. THE GRANTOR MONIMOS FOUNDATION HAS VERIFIED CONTINUED USE OF THE CASH FOR ITS INTENDED PURPOSE AT THE MUSEUM BY FREQUENT VISITS AND INSPECTIONS. 178211 NONE 11/4/2022 NO VERIFICATION CONSIDERED NECESSARY. CORPORATE BONDS 1435873 1485412 CASH AND CASH EQUIVALENTS 31957 31957 EQUITIES AND EQUITY MUTUAL FUNDS 5707063 12567624 996436 1013265 498720 493825 160 BESANT RD. 2291269 469992 1821277 160 BESANT RD. LAND COST 660256 0 660256 311 MONTGOMERY 498153 66530 431623 311 MONTGOMERY LAND COST 285000 0 285000 HVAC 11310 1366 9944 LAND IMPROVEMENTS 20000 5125 14875 OTTOMAN 5888 3019 2869 BUILDING IMPROVEMENTS 667026 89084 577942 WINDOW TREATMENTS 3018 1548 1470 LAND IMPROVEMENTS 80000 20500 59500 MUTUAL FUNDS AT COST 1999750 1825514 1960 DANISH MODERN DESK 4270 2402 1868 1868 1830 DANISH ARM CHAIR 3395 1912 1483 1483 GENERAL GOVERNANCE AND COUNSEL 6892 3446 3446 ARTWORK 9125036 9578832 9578832 ADJUSTMENT TO REFLECT BOOK VALUE - CY 4519705 COST TO FMV ADJUSTMENT ON INVESTMENTS - PY 455490 BOOK AMORTIZATION ON ORG COSTS - CY 7324 FEDERAL TAX 7453 BANK FEES 334 334 0 OFFICE EXPENSE 100 50 50 PAYROLL PROCESSING 931 465 466 RENTAL EXPENSES 66701 66701 0 UTILITIES 66 66 0 AMORTIZATION 1047 0 0 BOOK AMORTIZATION ON ORG COSTS - PY 8371 UNREALIZED GAIN ON ART 10300 DUE TO AFFILIATE 470 470 SECURITY DEPOSIT 27040 27040 OTHER CONSULTING FEES 3635 1818 1817 INVESTMENT MANAGEMENT FEES 78330 78330 0 NEIL KREITMAN PRESIDENT PRESIDENT 4014 4014 2023-04 2024-04 REPAID IN FULL IN 2024 0.000000000000 NONE INADVERTENTLY PURCHASED ARTWORK THAT IS NOT FOR THE FOUNDATION CASH 4014