2025-09-02T09:44:38-05:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 11400 WEST OLYMPIC BLVD 350 LOS ANGELES CA 90064 990PF 2024-01-01 475060366 MONIMOS FOUNDATION MONI 8056261786 PO BOX 1868 OJAI CA 93024 NEIL KREITMAN PRESIDENT 8056261786 2025-08-22 1 0 CAROLINE UY REILLY P01267035 3104778355 2025-08-22 2024 2025-03-06 01:10:19Z X 32860246 X X 131530 131530 361111 361111 183991 183991 23389 18146 2835665 18146 694778 694778 153393 76697 76696 11309 5654 5655 2732 1366 1366 46350 23175 23175 84656 84656 0 114 114 0 95574 94807 68266 66604 615 462394 353073 107507 502111 502111 964505 353073 609618 -269727 341705 148198 135944 135944 4014 23693 18943 18943 1495156 996556 936745 5739020 6348555 15364528 1435873 1161608 1175858 4521920 751971 3864756 3769949 3769951 1999750 1938753 1807310 7665 5081 3351 2584 2584 9578832 9648383 9648383 24292643 24021275 32860246 90 27510 27510 27510 27600 X 0 0 0 0 24265133 23993675 24265133 23993675 24292643 24021275 24265133 -269727 12064 24007470 13795 23993675 PUBLICLY TRADED SECURITIES P 2023-01-01 2024-12-31 2835665 2817519 18146 18146 18146 4750 0 4750 0 4750 23693 0 0 0 23693 0 18943 18943 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 145000 0 8393 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 84656 CITRIN COOPERMAN ADVISORS LLC 11400 W OLYPMIC BLVD 350 LOS ANGELES CA 90064 ACCOUNTING 50095 0 0 18595261 180096 14610692 33386049 0 0 33386049 500791 32885258 1644263 1644263 4750 4750 1639513 0 1639513 0 1639513 609618 0 609618 1639513 0 0 613639 1117770 670967 1329339 3731715 609618 0 0 0 609618 0 1029895 1029895 2701820 0 0 0 0 0 0 0 2701820 701514 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 AMNESTY INTERNATIONAL 5 PENN PLAZA NEW YORK NY 10001 N/A PC TO ASSIST THE ORGANIZATION IN ITS WORK DEFENDING HUMAN RIGHTS ACROSS THE GLOBE. 10000 ANIMAL OUTLOOK PO BOX 9773 WASHINGTON DC 20016 N/A PC TO END THE ABUSE OF FARMED ANIMALS USING A VARIETY OF STRATEGIES, INCLUDING INVESTIGATIONS, LEGAL ADVOCACY, CORPORATE AND FOOD SYSTEM REFORM, AND VEGAN OUTREACH. 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 BREAST CNCR RSRCH CNTR OF SANTA BARBARA 55 HITCHCOCK WAY SUITE 101 SANTA BARBARA CA 93105 N/A PC FOR THE CENTER'S ONGOING SUPPORT SERVICES FOR WOMEN COPING WITH BREAST CANCER. 2000 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 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. 5000 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. 25000 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 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. 241611 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. 10000 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. 3500 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 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 SIDDHARTHA SCHOOL PROJECT PO BOX 3405 PORTLAND ME 04104 N/A PC TO FUND A MULTI-PURPOSE HALL AT THE SIDDHARTHA SCHOOL IN LADAKH, N. INDIA. 10000 SIERRA CLUB FOUNDATION 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 N/A PC SUPPORT FOR THE INYO ORGANIZING CAMPAIGN; A PILOT CONSERVATION STUDY ON ECOLOGICALLY APPROPRIATE USES OF INYO NATIONAL PARK LAND. 5000 THE COMMITTEE FOR CULTURAL POLICY 3000 MARCUS AVENUE SUITE 3E6 LAKE SUCCESS NY 11042 N/A PC FUNDING FOR THE COMMITTEE'S EDUCATIONAL PROGRAM TO PROMOTE A FUNCTIONAL REGULATORY STRUCTURE FOR THE FOSTERING OF THE LAWFUL COLLECTING, EXHIBITING AND SALE OF CULTURAL PROPERTY AND TO RAISE PUBLIC AWARENESS OF THE BENEFITS OF SUCH A STRUCTURE. 20000 THE GENTLE BARN FOUNDATION 15825 SIERRA HIGHWAY SANTA CLARITA CA 91390 N/A PC SUPPORT FOR THE ACTIVITIES OF THE GENTLE BARN, AN ANIMAL SANCTUARY AND EDUCATIONAL CENTER. 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 CHARITIES AID FOUNDATION OF AMERICA 225 REINEKERS LN ALEXANDRIA VA 22314 N/A PC TO HELP DONORS MAKE STRATEGIC AND FOCUSED PHILANTHROPIC DECISIONS THAT ARE FULLY COMPLIANT WITH ALL REGULATIONS AND HAVE A LASTING IMPACT ON THE CAUSES AND COMMUNITIES THEY WANT TO SUPPORT. 13000 DHARMA HERITAGE PROJECT 1029 19TH STREET SANTA MONICA CA 90403 N/A PC TO CHRONICLE BUDDHISM'S CONTRIBUTIONS TO WORLD CULTURAL HERITAGE AND PEACE THROUGH THE ART OF DOCUMENTARY PHOTOGRAPHY AND FILM WITH AN EMPHASIS ON ENDANGERED BUDDHIST CULTURES. 5000 DONKEYLAND 5225 CANYON CREST DR SUITE 71-295 RIVERSIDE CA 92507 N/A PC TO SAVE WILD BURROS AND THEIR HABITATS AT THEIR NEARLY 2,000+ ACRE OASIS, A RESCUE CENTER, SANCTUARY AND WILDLIFE PRESERVE. 10000 502111 0 14 131530 14 361111 16 23389 18 18146 0 534176 0 534176 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 46350 23175 23175 ORGANIZATION COSTS 2016-01-01 15700 8376 180.000000000000 1047 0 9423 160 BESANT RD. 2016-01-01 2291269 469992 SL 39.000000000000 58750 58750 160 BESANT RD. LAND COST 2016-01-01 660256 L 0 0 311 MONTGOMERY 2018-10-01 498153 66530 SL 39.000000000000 12773 12773 311 MONTGOMERY LAND COST 2018-10-01 285000 L 0 0 1960 DANISH MODERN DESK 2018-04-24 4270 2402 SL 10.000000000000 427 0 1830 DANISH ARM CHAIR 2018-04-24 3395 1912 SL 10.000000000000 340 0 HVAC 2019-04-29 11310 1366 SL 39.000000000000 290 290 LAND IMPROVEMENTS 2018-10-01 20000 5125 SL 20.000000000000 1000 1000 OTTOMAN 2018-10-03 5888 3019 SL 10.000000000000 589 589 BUILDING IMPROVEMENTS 2018-10-01 667026 89084 SL 39.000000000000 17103 17103 WINDOW TREATMENTS 2018-10-01 3018 1548 SL 10.000000000000 302 302 LAND IMPROVEMENTS 2018-10-01 80000 20500 SL 20.000000000000 4000 4000 MONIMOS ART FOUNDATION PO BOX 1868 OJAI CA 93024 2024-12-31 241611 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. 240790 NONE 07/30/2025 NO VERIFICATION CONSIDERED NECESSARY. 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 07/24/2024 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. CORPORATE BONDS 1161608 1175858 CASH AND CASH EQUIVALENTS 938750 938750 EQUITIES AND EQUITY MUTUAL FUNDS 5409805 14425778 996556 936745 0 0 160 BESANT RD. 2291269 528742 1762527 160 BESANT RD. LAND COST 660256 0 660256 311 MONTGOMERY 498153 79303 418850 311 MONTGOMERY LAND COST 285000 0 285000 HVAC 11310 1656 9654 LAND IMPROVEMENTS 20000 6125 13875 OTTOMAN 5888 3608 2280 BUILDING IMPROVEMENTS 667026 106187 560839 WINDOW TREATMENTS 3018 1850 1168 LAND IMPROVEMENTS 80000 24500 55500 MUTUAL FUNDS AT COST 1938753 1807310 1960 DANISH MODERN DESK 4270 2829 1441 1441 1830 DANISH ARM CHAIR 3395 2252 1143 1143 GENERAL GOVERNANCE AND COUNSEL 2732 1366 1366 ARTWORK 9578832 9648383 9648383 BOOK AMORTIZATION ON ORG COSTS - CY 6277 FEDERAL TAX 7518 BANK FEES 194 194 0 LICENSES AND FEES 100 50 50 PAYROLL PROCESSING 1016 508 508 POSTAGE 114 57 57 RENTAL EXPENSES 65795 65795 0 AMORTIZATION 1047 0 0 BOOK AMORTIZATION ON ORG COSTS - PY 7324 BOOK/TAX DIFFERENCE - BROKERAGE 4740 DUE TO AFFILIATE 470 470 SECURITY DEPOSIT 27040 27040 INVESTMENT MANAGEMENT FEES 84656 84656 0 FOREIGN TAX CREDIT 114 114 0