2024-05-15T10:46:30-05:00 2023-06-30 810937425 BILLS & STOLL LLP 16633 VENTURA BLVD SUITE 815 ENCINO CA 91436 990PF 2022-07-01 954261657 THE ADAMMA FOUNDATION ADAM 8189059500 16633 VENTURA BLVD 815 ENCINO CA 91436 TIMOTHY DISNEY TREASURER 8189059500 2024-05-14 1 TIMOTHY DISNEY XXX-XX-XXXX 0 PETER STOLL P01260334 8184797450 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2194707 X X 4516 4516 25276 25276 97078 403602 99622 126870 129414 0 0 0 6500 6500 0 10114 10114 0 655 655 0 633 633 0 17902 17902 0 120000 120000 137902 17902 120000 -11032 111512 301509 405348 405348 893995 791728 1666634 115508 102904 122725 1311012 1299980 2194707 0 0 X 0 0 0 0 1311012 1299980 1311012 1299980 1311012 1299980 1311012 -11032 0 1299980 0 1299980 CHARLES SCHWAB 5595 P 2021-12-03 2022-09-23 118439 128020 -9581 -9581 CHARLES SCHWAB 5595 P 2014-12-22 2023-03-08 135000 107451 27549 27549 CHARLES SCHWAB 5595 P 2021-07-01 2023-06-27 119940 68509 51431 51431 CAPITAL GAINS DIVIDENDS P 30223 30223 30223 99622 1550 0 1550 0 1550 2659 0 0 0 2659 X 0 1109 1109 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A BILLS & STOLL LLP 8184797450 16633 VENTURA BLVD SUITE 815 ENCINO CA 91436 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TIMOTHY J DISNEY 16633 VENTURA BLVD SUITE 815 ENCINO CA 91436 TREASURER 1.00 0 0 0 DEANNA CHERRY 16633 VENTURA BLVD SUITE 815 ENCINO CA 91436 PRESIDENT 1.00 0 0 0 MATT SWEESY 16633 VENTURA BLVD SUITE 815 ENCINO CA 91436 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 1811533 225375 0 2036908 0 0 2036908 30554 2006354 100318 100318 1550 1550 98768 0 98768 0 98768 120000 0 120000 98768 57953 0 0 120000 57953 0 0 62047 0 0 0 0 0 0 0 0 36721 0 0 0 TIMOTHY J DISNEY TIMOTHY DISNEY 5301 ROSEWOOD AVENUE LOS ANGELES CA 91436 3239622260 INFO@ADAMMAFOUNDATION.ORG REQUIRED ATTACHMENTS 1. IRS DETERMINATION LETTER OF 501(C)(3) STATUS 2. CURRENT ANNUAL OPERATING BUDGET (REVENUES AND EXPENSES FOR YOUR ORGANIZATION'S CURRENT FISCAL YEAR) 3. MOST RECENTLY FILED FORM 990 TAX RETURN WITH ATTACHMENTS (SCHEDULE A) 4. MOST RECENT FINANCIAL STATEMENT (AUDITED IF AVAILABLE) 5. BOARD MEMBER AND STAFF NAMES 6. ITEMIZED PROGRAM BUDGET WITH INDIVIDUAL SALARIES LISTED SEPARATELY APPLICATIONS WILL BE ACCEPTED BETWEEN FEBRUARY 1 AND APRIL 30. ADAMMA FOUNDATION MAKES ANNUAL GRANTS OF BETWEEN $2,500 AND $20,000 TO LOS ANGELES BASED ORGANIZATIONS WITH OPERATING BUDGETS OF LESS THAN $1,000,000. COMMUNITY LAWYERS INC 1216 E COMPTON BLVD COMPTON CA 90221 NONE 170(B)(1)(A) (VI) PROVIDES LOW AND MODERATE-INCOME PEOPLE ACCESS TO AFFORDABLE LEGAL SERVICES 15000 COMMUNITY SUPPORT SERVICE ORGANIZATION 1143 S GRAND AVE GLENDORA CA 91740 NONE 501(C)3 GENERAL SUPPORT 15000 FORWARD PROGRESS INC 3628 LYNOAK DR POMONA CA 91768 NONE PUBLIC PROVIDES REHABILITATION SERVICES FOR EX-OFFENDERS 15000 HOMIES UNIDOS 2105 BEVERLY BLVD 219 LOS ANGELES CA 90057 NONE 170(B)(1)(A) (VI) WORKS TO END VIOLENCE AND PROMOTE PEACE IN OUR COMMUNITIES. 15000 OPEN COLLECTIVE FOUNDATION 340 S LEMON AVENUE 3717 WALNUT CA 91789 NONE 501(C)3 GENERAL SUPPORT 15000 SOUTHERN CALIFORNIA LIBRARY FOR SOCIAL STUDIES & RESEARCH 6120 S VERMONT AVE LOS ANGELES CA 90044 NONE 509(A)(2) DOCUMENTS AND PROVIDES ACCESS TO COMMUNITY HISTORIES OF PEOPLE WORKING TO CREATE CHANGE. 5000 SUNRISE OUTREACH CENTER 2105 BEVERLY BLVD 219 LOS ANGELES CA 90057 NONE 170(B)(1)(A) (VI) PROVIDES BOTH DIRECT SERVICES AND REFERRALS TO AT-RISK YOUTH PRIMARILY IN LOS ANGELES COUNTY. 15000 THE SIDEWALK PROJECT 2510 W TEMPLE STREET 307 LOS ANGELES CA 90026 NONE 501(C)3 PROVIDES DIRECT SERVICES INCLUDING CRISIS RESPONSE, SYSTEM ADVOCACY, WOUND CARE, JOB PLACEMENT, AND MEDICATION-ASSISTED TREATMENT (MAT), AND CREATIVE COMMUNITY RESOURCES FOR MENTAL HEALTH TO HOUSELESS COMMUNITIES AROUND THE WORLD. 10000 COMMUNITY BRIDGE HOUSING CORP 13770 SAYRE STREET SYLMAR CA 91342 NONE 501(C)3 PROVIDE HOUSING AND ACCESS TO SOCIAL SERVICES FOR DISADVANTAGED PEOPLE. 10000 COMUNIDADES INDIGENAS EN LIDERAZGO (CIELO) 5854 DENVER AVE LOS ANGELES CA 90044 NONE 501(C)3 FIGHT FOR SOCIAL JUSTICE THROUGH A CULTURAL LENS; WHICH INCLUDES ENDING GENDER-BASED VIOLENCE, PROVIDING LANGUAGE ACCESS RIGHTS, CULTURAL PRESERVATION, AND REPRODUCTIVE JUSTICE. 5000 120000 0 14 4516 14 25276 18 97078 0 126870 0 126870 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6500 6500 0 K-1: JANUS HENDERSON EUROPEAN BEST IDEAS FUND, LLC 2022-07 PURCHASED 2023-06 70 COST 0 -70 K-1: JANUS HENDERSON EUROPEAN BEST IDEAS FUND, LLC 2022-07 PURCHASED 2023-06 2350 COST 0 -2350 K-1: JANUS HENDERSON EUROPEAN BEST IDEAS FUND, LLC 2021-07 PURCHASED 2023-06 124 COST 0 -124 CHARLES SCHWAB 5595 - BOND FUNDS 214785 216703 CHARLES SCHWAB 5595 - EQUITY FUNDS 576943 1449931 OFFIT CAPITAL FUNDS K-1 INVESTMENTS AT COST 70976 90797 OTHER OFFIT CAPITAL FUNDS AT COST 31928 31928 K-1 THE ALPHAGEN EUROPEAN BEST IDEAS FUND LLC 633 633 0 OPERATIONS 275 275 0 INVESTMENT MGMT FEES -SCHWAB 9839 9839 0 K-1 THE ALPHAGEN EUROPEAN BEST IDEAS FUND LLC 655 655 0