2024-10-11T13:42:04-05:00 2021-12-31 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990PF 2021-01-01 330686779 THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION RUDO 5629127732 3450 EAST SPRING STREET 216 LONG BEACH CA 90806 DANIEL WARREN MUNZER PRESIDENT 5629127732 2024-10-10 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2024-10-02 2021 2024-10-15 13:58:12Z X X 108732117 X 145000 152 1750630 2686158 65337881 13331798 170 349209 0 2831480 15431637 0 0 0 0 0 201576 20158 0 181418 53720 5372 0 48348 30050 30050 0 0 542380 542380 0 0 20759 160675 0 0 15260 3292 0 11968 138 0 0 138 40159 5987 0 34172 904042 767914 0 276044 3704800 3704800 4608842 767914 0 3980844 -1777362 14663723 0 151888 373909 373909 2177 13930 1360 1360 99190512 108352681 108352681 10000 5833 9167 4167 4167 99367674 108732117 108732117 138627 151593 310500 112500 449127 264093 X 98918547 108468024 98918547 108468024 99367674 108732117 98918547 -1777362 11326839 108468024 0 108468024 PUBLICLY TRADED SECURITIES 2021-12-31 2021-12-31 51930823 49244665 2686158 2686158 SUSTAINABLE MULTI-ASSET GROWTH FUND P 2021-12-31 2021-12-31 13407058 0 13407058 13407058 SUSTAINABLE BOND FUND P 2021-12-31 2021-12-31 70682 -70682 -70682 HALBERT HARGROVE P 2021-12-31 2021-12-31 4578 -4578 -4578 BOOK TO TAX ADJUSTMENT P 2021-12-31 2021-12-31 0 2686158 -2686158 -2686158 13331798 203826 0 203826 0 203826 20418 0 0 0 20418 X 50 183458 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 HTTPS://MUNZERFDN.ORG/ ZAYDA L GARCIA 5629127732 3450 E SPRING STREET SUITE 216 LONG BEACH CA 90806 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL WARREN MUNZER 3450 EAST SPRING STREET SUITE 216 LONG BEACH CA 90806 PRESIDENT 4.00 0 0 0 ANNE BOURNE 3450 EAST SPRING STREET SUITE 216 LONG BEACH CA 90806 VICE PRESIDENT 4.00 0 0 0 DANA BOURNE 3450 EAST SPRING STREET SUITE 216 LONG BEACH CA 90806 DIRECTOR 4.00 0 0 0 JOHN G BOURNE 3450 EAST SPRING STREET SUITE 216 LONG BEACH CA 90806 DIRECTOR 4.00 0 0 0 KIRSTEN BOURNE 3450 EAST SPRING STREET SUITE 216 LONG BEACH CA 90806 DIRECTOR 4.00 0 0 0 DANIEL WAYNE MUNZER 3450 EAST SPRING STREET SUITE 216 LONG BEACH CA 90806 DIRECTOR 4.00 0 0 0 ELIZABETH MUNZER 3450 EAST SPRING STREET SUITE 216 LONG BEACH CA 90806 DIRECTOR 4.00 0 0 0 JAMES R MUNZER 3450 EAST SPRING STREET SUITE 216 LONG BEACH CA 90806 DIRECTOR 4.00 0 0 0 JEFFREY R MUNZER 3450 EAST SPRING STREET SUITE 216 LONG BEACH CA 90806 DIRECTOR 4.00 0 0 0 NICOLE C MUNZER FINGLETON 3450 EAST SPRING STREET SUITE 216 LONG BEACH CA 90806 DIRECTOR 4.00 0 0 0 ZAYDA GARCIA 3450 EAST SPRING STREET SUITE 216 LONG BEACH CA 90806 EXECUTIVE DIRECTOR 40.00 107767 13233 0 MONICA OCHOA 3450 EAST SPRING STREET SUITE 216 LONG BEACH CA 90806 PROGRAM ASSOCIATE 40.00 59304 10845 0 0 RUSSELL INVESTMENTS 1301 2ND AVENUE 18TH FLOOR SEATTLE WA 98101 INVESTMENT MANAGEMENT 501059 0 0 104161802 394842 5527 104562171 0 0 104562171 1568433 102993738 5149687 5149687 203826 203826 4945861 0 4945861 0 4945861 3980844 0 3980844 4945861 0 0 719674 1663438 2340210 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PEDRO CA 907316969 NONE PC ARTISTS IN CLASSROOM 20000 APPALACHIAN MOUNTAIN CLUB 10 CITY SQUARE BOSTON MA 02129 NONE PC EDUCATORS OUTDOORS 1000 AQUARIUM OF THE PACIFIC 100 AQUARIUM WAY LONG BEACH CA 90802 NONE PC GENERAL OPERATING SUPPORT 45000 ARIZONA ART ALLIANCE 10810 N TATUM BLVD SUITE 102-264 PHOENIX AZ 85028 NONE PC COMMUNITY OUTREACH PROGRAMS 5000 ARTS COUNCIL FOR LONG BEACH 115 PINE AVE SUITE 350 LONG BEACH CA 90802 NONE PC EMPOWER ARTS AND LIVING ARTS, CAMBODIA TOWN MURAL PROJECT II 20000 ASSISTANCE LEAGUE OF LONG BEACH 6220 E SPRING STREET LONG BEACH CA 90815 NONE PC OPERATION SCHOOL BELL 32000 ASSISTANCE LEAGUE OF LONG BEACH 6220 E SPRING STREET LONG BEACH CA 90815 NONE PC ORTHODONTIC PROGRAM 45000 BARD COLLEGE BPI PO BOX 5000 ANNANDALEONHUDSON NY 12504 NONE PC BARD PRISON INITIATIVE 2000 BEST BUDDIES NEW YORK 120 WEST 45TH STREET 3800 NEW YORK NY 10036 NONE PC GENERAL OPERATING 1000 BK ROT 86 WYCKOFF AVENUE PO BOX 370538 BROOKLYN NY 112379997 NONE PC OPERATING SUPPORT 2000 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SUITE 100 LONG BEACH CA 90807 NONE PC CONSCIOUS CLASSROOMS 55000 CAMP NUGGET CALIFORNIA STATE UNIVERSITY LONG BEACH 1250 BELLFLOWER BOULEVARD MS 5605 ETC-200 LONG BEACH CA 908405605 NONE PC CAMP NUGGET 15000 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVENUE NE WASHINGTON DC 20017 NONE PC OPERATING SUPPORT 500 CASA COLINA HOSPITAL AND CENTERS FOR HEALTHCARE 255 EAST BONITA AVENUE POMONA CA 91767 NONE PC LAND MEETS SEA SPORTS CAMP 5000 CASA YOUTH SHELTER 10911 REAGAN STREET LOS ALAMITOS CA 90720 NONE PC CASA YOUTH SHELTER: EXPANSION AND IMPROVEMENTS TO OUR CLINICAL AND CASE MANAGEMENT TEAMS 30000 CENTRO CHA INC 1633 LONG BEACH BLVD LONG BEACH CA 90813 NONE PC IMMIGRATION INTEGRATION PROJECT 60000 CENTURY VILLAGES AT CABRILLO INC 2001 RIVER AVENUE LONG BEACH CA 90810 NONE PC RESIDENT SERVICES AT CENTURY VILLAGES AT CABRILLO (CVC) 50000 CHILD LANE (COMPREHENSIVE) 2545 PACIFIC AVE LONG BEACH CA 90806 NONE PC CHILD LANE: LONG BEACH ECE PROGRAM 50000 CHILD360 515 S FIGUEROA ST SUITE 900 LOS ANGELES CA 90071 NONE PC CHILD360: EMPOWERING LONG BEACH ECE PROVIDERS AND FAMILIES TO BOOST LEARNING OUTCOMES 40000 CHILDREN TODAY 2951 LONG BEACH BLVD LONG BEACH CA 90806 NONE PC CHILDREN TODAY'S ECOHOUSE 40000 CHILDREN'S DENTAL HEALTH CLINIC 455 E COLUMBIA STREET SUITE 23 LONG BEACH CA 90806 NONE PC MULTI-SPECIALTY PEDIATRIC DENTAL TREATMENT & EMERGENCY CARE 100000 CHILDREN'S INSTITUTE (CII) 2121 WEST TEMPLE STREET LOS ANGELES CA 90026 NONE PC TRAUMA INFORMED SUPPORT SERVICES FOR FAMILIES 40500 CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC 64 PALMERS HILL ROAD STAMFORD CT 069022113 NONE PC CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY EARLY CHILDHOOD EDUCATION 25000 CHILDREN'S THEATRE OF LONG BEACH PO BOX 15526 LONG BEACH CA 90815 NONE PC ROUND OF APPLAUSE 10800 CITY BLOSSOMS 516 KENNEDY ST NW WASHINGTON DC 20011 NONE PC OPERATING SUPPORT 1000 CITY KIDS WILDERNESS PROJECT 2437 15TH STREET NW WASHINGTON DC 20009 NONE PC OPERATING SUPPORT 500 CITY SURF PROJECT 1633 VALENCIA STREET SAN FRANCISCO CA 94110 NONE PC OPERATING SUPPORT 2000 CIVIL EATS 502 E COTATI AVE NO 7014 COTATI CA 94931 NONE PC OPERATING SUPPORT 1000 COMMON GOOD CITY FARM PO BOX 26030 WASHINGTON DC 20001 NONE PC OPERATING SUPPORT 500 CRIME VICTIMS UNITED CHARITABLE FOUNDATION 130 MAPLE STREET AUBURN CA 95603 NONE PC OPERATING SUPPORT 3000 CRISPUS ATTUCKS DEVELOPMENT CORPORATION 23 U ST NW WASHINGTON DC 20001 NONE PC OPERATING SUPPORT 1000 CSULB 49ER FOUNDATION 6300 E UNIVERSITY DRIVE SUITE 324 LONG BEACH CA 90815 NONE PC BLACK ALUMNI SCHOLARSHIP GALA 5000 DRAMATIC RESULTS 3310 LIME AVENUE SIGNAL HILL CA 90755 NONE PC STEAM SATURDAY SCHOOL 40500 EB RESEARCH PARTNERSHIP INC 132 EAST 43RD STREET SUITE 432 NEW YORK NY 10017 NONE PC GENERAL OPERATING 1000 ECE WORKFORCE PROJECT (CHILD LANE) 2545 PACIFIC AVE LONG BEACH CA 90806 NONE PC LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY 125000 ESP EDUCATION AND LEADERSHIP INSTITUTE INC 7941 E CRAMER STREET LONG BEACH CA 90808 NONE PC ESP EDUCATION & LEADERSHIP INSTITUTE / BOSS PROGRAMS 25000 EXTRAORDINARY FAMILIES 221 N ARDMORE AVE LOS ANGELES CA 90004 NONE PC A COMPREHENSIVE CONTINUUM OF SERVICE FOR FOSTER YOUTH AND FORMER FOSTER YOUTH IN LONG BEACH 28000 FAMILIES UNITING FAMILIES 525 E 7TH STREET SUITE 115 LONG BEACH CA 90813 NONE PC PROJECT FATHERHOOD 50000 FAMILY CENTERS INC 40 ARCH STREET GREENWICH CT 06830 NONE PC OPERATING SUPPORT 3000 FILIPINO MIGRANT CENTER 2125 SANTA FE AVE LONG BEACH CA 90810 NONE PC EMPOWERING FILIPINO FAMILIES 10500 FISHER HOUSE SOUTHERN CALIFORNIA INC P O BOX 110 LONG BEACH CA 90801 NONE PC FISHER HOUSE LONG BEACH 2000 FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT P O BOX 86299 TUCSON AZ 85754 NONE PC OPERATING SUPPORT 1000 FOOD FINDERS INC 10539 HUMBOLT STREET LOS ALAMITOS CA 90720 NONE PC FOOD RESCUE/FOOD HUB PROGRAM 60000 FOR THE CHILD INC 4565 CALIFORNIA AVENUE LONG BEACH CA 90807 NONE PC CHILD ABUSE AND NEGLECT SAFETY NET PROGRAM 50000 FRESHFARM MARKETS INC 1380 MONROE ST NW 605 WASHINGTON DC 20010 NONE PC MARKET SHARE FOR EARLY LEARNERS AND FOODPRINTS 70000 GEARIN' UP BICYCLES 314 RANDOLPH PLACE NE WASHINGTON DC 20002 NONE PC OPERATING SUPPORT 500 GOODWILL SERVING THE PEOPLE OF SOUTHERN LOS ANGELES COUNTY 800 W PACIFIC COAST HIGHWAY LONG BEACH CA 90806 NONE PC SUSTAINING HEALTHCARE TRAINING OPPORTUNITIES FOR LOW-INCOME HIGH SCHOOL STUDENTS IN LONG BEACH 85000 GREENWICH HOSPITAL FOUNDATION OFFICE OF DEVELOPMENT 35 RIVER ROAD COS COB CT 06807 NONE PC OPERATING SUPPORT 5000 GREENWICH POINT CONSERVANCY PO BOX 377 OLD GREENWICH CT 06870 NONE PC BUILDING RESTORATION AT GREENWICH POINT 3000 GROUND EDUCATION 6475 E PACIFIC COAST HIGHWAY 294 LONG BEACH CA 90803 NONE PC OUTDOOR ENVIRONMENTAL EDUCATION PROGRAM 27000 HABITAT FOR HUMANITY OF GREATER LOS ANGELES 8739 ARTESIA BLVD BELLFLOWER CA 90706 NONE PC WASHINGTON NEIGHBORHOOD REVITALIZATION PROGRAM 31500 HUMAN-I-T 100 W BROADWAY SUITE 3000 WEWORK C/O EILEEN HARRIS LONG BEACH CA 90802 NONE PC HUMAN-I-T .CONNECT 30000 IMPACT JUSTICE 2930 LAKESHORE AVENUE SUITE 300 OAKLAND CA 94610 NONE PC OPERATING SUPPORT 1000 INSPIRICA INC 141 FRANKLIN STREET STAMFORD CT 06901 NONE PC INSPIRICA RESIDENTIAL & NON-RESIDENTIAL PROGRAMS 50000 INTERNATIONAL CITY THEATRE 67 LONG BEACH BLVD LONG BEACH CA 90802 NONE PC PACT PROGRAM 10000 JEWISH FAMILY & CHILDREN'S SERVICE OF LONG BEACH & WEST ORANGE CO 3801 E WILLOW ST LONG BEACH CA 908151734 NONE PC LOW-INCOME COUNSELING PROGRAM FOR RESIDENTS OF LONG BEACH 20000 JOSEPHINE HERRICK PROJECT 64 FULTON STREET SUITE 905 NEW YORK NY 10038 NONE PC CAPACITY BUILDING: OUTREACH DIRECTOR AND INVESTMENT IN GROWTH 17500 JOSEPHINE HERRICK PROJECT 64 FULTON STREET SUITE 905 NEW YORK NY 10038 NONE PC GENERAL OPERATING 4000 KHMER GIRLS IN ACTION 1085 REDONDO AVE LONG BEACH CA 90804 NONE PC LEADERSHIP DEVELOPMENT PROGRAM 35000 LEADERSHIP LONG BEACH 4401 ATLANTIC AVE STE 200 LONG BEACH CA 90807 NONE PC LEADERSHIP LONG BEACH ENVIRONMENTAL YOUTH LEADERSHIP PROGRAM 40000 LEGAL AID FOUNDATION OF LOS ANGELES 1550 W 8TH STREET LOS ANGELES CA 90017 NONE PC LEGAL AID FOUNDATION OF LOS ANGELES MEDICAL-LEGAL PARTNERSHIP LONG BEACH 63000 LONG BEACH BLAST (BETTER LEARNING FOR ALL STUDENTS TODAY) 4201 LONG BEACH BLVD SUITE 201 LONG BEACH CA 90807 NONE PC ACADEMIC MENTORING AND SOCIAL EMOTIONAL SUPPORT SERVICES FOR AT-RISK YOUTH IN GREATER LONG BEACH 36000 LONG BEACH CITY COLLEGE FOUNDATION 4901 E CARSON STREET B12 LONG BEACH CA 90808 NONE PC PROMOTING PLAY AND EQUITY WITH A TOY LENDING LIBRARY 10000 LONG BEACH DAY NURSERY 1548 CHESTNUT AVE LONG BEACH CA 90813 NONE PC TECHNOLOGY FOR LONG BEACH DAY NURSERY 50000 LONG BEACH IMMIGRANT RIGHTS COALITION - COMMUNITY PARTNERS 1000 N ALAMEDA ST SUITE 240 LOS ANGELES CA 90012 NONE PC LEADERSHIP ACADEMY 27000 LONG BEACH MUSEUM OF ART FOUNDATION 2300 E OCEAN BLVD LONG BEACH CA 90803 NONE PC FORTIFY THE INFRASTRUCTURE/REIMAGINED PROGRAMMING OF THE LONG BEACH MUSEUM OF ART 50000 LONG BEACH PUBLIC LIBRARY FOUNDATION 200 W BROADWAY LONG BEACH CA 90802 NONE PC LONG BEACH PUBLIC LIBRARY FOUNDATION COVID RELIEF 70000 LONG BEACH PUBLIC LIBRARY FOUNDATION 200 W BROADWAY LONG BEACH CA 90802 NONE PC OPERATING SUPPORT 5000 LONG BEACH SYMPHONY ASSOCIATION 249 E OCEAN BLVD SUITE 200 LONG BEACH CA 90802 NONE PC LONG BEACH SYMPHONY YOUTH CONCERTS 27000 MAYOR'S FUND FOR EDUCATION - COMMUNITY PARTNERS 1000 N ALAMEDA ST SUITE 240 LOS ANGELES CA 900121804 NONE PC READYROSIELB FAMILY ENGAGEMENT PROGRAM (PHASE 5) 40000 MEALS ON WHEELS INC OF GREENWICH CONNECTICUT 89 MAPLE AVENUE GREENWICH CT 06830 NONE PC OPERATING SUPPORT 1000 MEMORIAL MEDICAL CENTER FOUNDATION 2801 ATLANTIC AVE LONG BEACH CA 90806 NONE PC MILLER CHILDREN'S NICU FOLLOW-UP OUTPATIENT CLINIC 100000 MEMORIAL MEDICAL CENTER FOUNDATION 2801 ATLANTIC AVE LONG BEACH CA 90806 NONE PC SUPPORT HOSPITAL STAFF WITH COMFORT FOOD 2000 MENTAL HEALTH AMERICA OF LOS ANGELES 200 PINE AVENUE SUITE 400 LONG BEACH CA 90802 NONE PC MHALA DROP-IN-CENTER 100000 MIGRANT JUSTICE 179 S WINOOSKI AVENUE UNIT 202 BURLINGTON VT 05401 NONE PC OPERATING SUPPORT 1500 MOMENTUM AGENCIES (PEDIATRIC THERAPY NETWORK) 1815 W 213TH STREET SUITE 100 TORRANCE CA 90501 NONE PC LEAPS AND BOUNDS EARLY INTERVENTION PROGRAM 40500 MUTTVILLE 255 ALABAMA STREET SAN FRANCISCO CA 94103 NONE PC OPERATING SUPPORT 500 NAGOURNEY INSTITUTE 750 E 29TH STREET LONG BEACH CA 90806 NONE PC OPERATING SUPPORT 5000 NAGOURNEY INSTITUTE 750 E 29TH STREET LONG BEACH CA 90806 NONE PC OPERATING SUPPORT 3000 NEW YORK HARBOR FOUNDATION INC DBA BILLION OYSTER PROJECT 10 SOUTH STREET SLIP 7 NEW YORK NY 10004 NONE PC BILLION OYSTER PROJECT SCHOOLS NETWORK 16000 OPEN DOOR SHELTER 4 MERRITT STREET NORWALK CT 06854 NONE PC OPERATING SUPPORT 2000 OPERATION JUMP START 3515 LINDEN AVE LONG BEACH CA 90807 NONE PC OJS PROGRAMS 45000 ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION 403 W ADAMS BLVD LOS ANGELES CA 900082664 NONE PC OPERATING SUPPORT 4000 PARTNERS OF PARKS 2760 N STUDEBAKER RD LONG BEACH CA 90815 NONE PC YOUTH SCHOLARSHIPS FOR VIRTUAL AND IN PERSON CLASSES 15000 PASC1 SYNDROME RESEARCH FOUNDATION 36 WEST WAY OLD GREENWICH CT 06870 NONE PC OPERATING SUPPORT 3000 PLANNED PARENTHOOD LOS ANGELES 400 W 30TH ST LOS ANGELES CA 900073320 NONE PC WOMENS REPRODUCTIVE AND SEXUAL HEALTH SERVICES AT PPLAS LONG BEACH HEALTH CENTER 25000 POOLS OF HOPE (DBA) 6801 LONG BEACH BLVD LONG BEACH CA 90805 NONE PC YOUTH WELLNESS PROGRAM 30000 PORT CHESTER CARVER CENTER INC 400 WESTCHESTER AVENUE P O BOX 429 PORT CHESTER NY 10573 NONE PC CARVER CENTER ACADEMIC PROGRAMS 60000 PRAIRIE VISTA MIDDLE SCHOOL 13600 PRAIRIE AVENUE HAWTHORNE CA 90250 NONE PC MUSIC PROGRAM 2500 PRECIOUS LAMB PRESCHOOL 2005 PALO VERDE AVE PMB 301 LONG BEACH CA 90815 NONE PC EDUCATION TEAM SUPPORT AND EXPANSION 40000 PROSPECT PARK ALLIANCE 95 PROSPECT PARK WEST BROOKLYN NY 11215 NONE PC OPERATING SUPPORT 500 RANCHO LOS CERRITOS FOUNDATION 4600 VIRGINIA RD LONG BEACH CA 90807 NONE PC RAICES DE LONG BEACH: THE ROOTS OF LONG BEACH EDUCATION PROGRAM 24500 RANCHO LOS CERRITOS FOUNDATION 4600 VIRGINIA RD LONG BEACH CA 90807 NONE PC EDUCATIONAL MASTER PLAN: DEVELOPMENT AND ENHANCEMENT OF CURRENT AND NEW CURRICULUM 30000 RED HOOK INITIATIVE 767 HICKS STREET BROOKLYN NY 11231 NONE PC RED HOOK FARMS 3000 RISING TIDE AT MARGUERITE KIEFER EDUCATION CENTER INC 607 E THIRD ST LONG BEACH CA 90802 NONE PC PROGRAM SUPPORT 22500 RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA 1250 LYMAN PLACE LOS ANGELES CA 90029 NONE PC CAMP RONALD MCDONALD FOR GOOD TIMES VIRTUAL "CAMP AT HOME" PROGRAMMING 18000 SANTA CATALINA SCHOOL 1500 MARK THOMAS DRIVE MONTEREY CA 93940 NONE PC UPPER HIGH SCHOOL EDUCATION PROGRAMS 3000 SAVE THE SOUND 900 CHAPEL STREET NEW HAVEN CT 06510 NONE PC OPERATING SUPPORT 2000 SHANTI PROJECT 3170 23RD STREET SAN FRANCISCO CA 94110 NONE PC OPERATING SUPPORT 1000 SHARED SCIENCE 5318 E 2ND STREET 602 LONG BEACH CA 90803 NONE PC COVID 21: TARGETED COMMUNITY STEM EDUCATION SUPPORT 15000 SOUND WATERS INC 1281 COVE RD STAMFORD CT 06902 NONE PC SOUNDWATERS RESEARCH INTENSIVE 50000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 NONE PC OPERATING SUPPORT 1000 ST ANTHONY HIGH SCHOOL 620 OLIVE AVENUE LONG BEACH CA 90802 NONE PC ST. ANTHONY HIGH SCHOOL SCHOLARSHIP PROGRAM 48000 ST BARNABAS SCHOOL 3980 MARRON AVE LONG BEACH CA 90807 NONE PC TUITION ASSISTANCE 45000 ST MARY MEDICAL CENTER FOUNDATION 1050 LINDEN AVE LONG BEACH CA 90813 NONE PC MUNZER NURSE SCHOLAR PROGRAM 55600 SU CASA - ENDING DOMESTIC VIOLENCE 3750 E ANAHEIM STREET SUITE 100 LONG BEACH CA 90804 NONE PC STRATEGIC PLANNING AND CAPACITY BUILDING 45000 SUCCESS IN CHALLENGES 4508 ATLANTIC AVENUE UNIT 782 LONG BEACH CA 90807 NONE PC SIC/CDF FREEDOM SCHOOL 25600 SUSTAINABLE CONSERVATION 98 BATTERY STREET 302 SAN FRANCISCO CA 94111 NONE PC OPERATING SUPPORT 1000 TEE IT UP FOR THE TROOPS - HUNTINGTON BEACH P O BOX 3358 HUNTINGTON BEACH CA 92605 NONE PC 10TH ANNUAL GOLF TOURNAMENT 5000 TEENS RUN DC PO BOX 15651 WASHINGTON DC 20003 NONE PC TRDC'S MENTORING, DISTANCE RUNNING, AND SEL PROGRAM 32000 THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES 701 EAST 28TH STREET SUITE 200 LONG BEACH CA 90806 NONE PC TCC FAMILY HEALTH COVID-19 RESPONSE CORE OPERATING 100000 THE CORBIN HILL FOOD PROJECT INC 475 RIVERSIDE DRIVE SUITE 243 NEW YORK NY 10115 NONE PC OPERATING SUPPORT 1000 THE GUIDANCE CENTER 1301 PINE AVE LONG BEACH CA 90813 NONE PC GENERAL SUPPORT FOR MENTAL HEALTH SERVICES 75000 THE JEWEL BOX CHILDREN'S THEATER COMPANY 3371 CERRITOS AVE SIGNAL HILL CA 90755 NONE PC ARTS EDUCATION OUTREACH PROGRAM 10800 THE LGBTQ CENTER LONG BEACH (DBA) 2017 E 4TH STREET LONG BEACH CA 90814 NONE PC MENTORING YOUTH THROUGH EMPOWERMENT 40000 THE NONPROFIT PARTNERSHIP O-2 4900 EAST CONANCT STREET 225 LONG BEACH CA 90808 NONE PC OPERATING SUPPORT 50000 THE NONPROFIT PARTNERSHIP LONG BEACH GIVES O-2 4900 EAST CONANCT STREET 225 LONG BEACH CA 90808 NONE PC LONG BEACH GIVES 35000 TICHENOR CLINIC FOR CHILDREN 1660 TERMINO AVE LONG BEACH CA 90804 NONE PC SPEECH THERAPY PROGRAM 27000 UN MUNDO DE AMIGOS PRESCHOOL 1480 LONG BEACH BLVD LONG BEACH CA 90813 NONE PC ONLINE LEARNING SUPPORT AND GENERAL OPERATIONAL SUPPORT 40000 UNITED CAMBODIAN COMMUNITY 2201 E ANAHEIM STREET SUITE 200 LONG BEACH CA 90804 NONE PC CAMBODIAN COVID-19 RELIEF PROGRAM 25000 URBAN COMMUNITY OUTREACH 241 CEDAR AVE LONG BEACH CA 90802 NONE PC UCO OPERATIONS AND HOUSING COORDINATOR 20000 VOTE SOLAR 360 22ND STREET SUITE 730 OAKLAND CA 94612 NONE PC OPERATING SUPPORT 4000 WASHINGTON AREA BICYCLIST ASSOCIATION 2599 ONTARIO ROAD NW WASHINGTON DC 20009 NONE PC OPERATING SUPPORT 1000 WATERSIDE SCHOOL 770 PACIFIC STREET STAMFORD CT 06902 NONE PC OPERATING SUPPORT 5000 WESTERN CENTER ON LAW AND POVERTY 3701 WILSHIRE BLVD SUITE 208 LOS ANGELES CA 90010 NONE PC OPERATING SUPPORT 1000 WOMENSHELTER OF LONG BEACH PO BOX 17098 LONG BEACH CA 90807 NONE PC CHILDREN AND YOUTH SERVICES PROGRAM 40000 YALE NEW HAVEN HOSPITAL PO BOX 1849 NEW HAVEN CT 065081849 NONE PC NICU, REBECCA AND HILLARY FUND 5000 YMCA OF GREATER LONG BEACH 3605 LONG BEACH BLVD SUITE 210 LONG BEACH CA 90807 NONE PC YMCA YOUTH INSTITUTE 35000 YOUNG HORIZONS 501 ATLANTIC AVE LONG BEACH CA 90802 NONE PC EARLY CHILDHOOD EDUCATION PROGRAM 50000 YWCA GREENWICH 259 EAST PUTNAM AVENUE GREENWICH CT 06830 NONE PC DOMESTIC ABUSE CHILD COUNSELING SERVICES 25000 3704800 0 14 152 01 170 18 2686158 0 2686480 0 2686480 0 0 0 0 0 0 0 0 0 0 X X 1 DAPHNE ANN MUNZER ADMINISTRATIVE TRUST 3450 EAST SPRING STREET LONG BEACH CA 90806 145000 X ACCOUNTING 30050 30050 0 0 REASON FOR AMENDED RETURN FORM 990PF PAGE 1 ITEM G THIS AMENDED RETURN IS BEING FILED TO INCLUDE FORM 926, RETURN BY A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION. STATEMENT REQUIRED BY IRC REG. SEC. 1.6038B-1(F)(3)(II) FORM 926 REASONABLE CAUSE EXPLANATION FOR FORM 926 LATE FILING:FORM 926 WAS NOT INCLUDED IN THE ORIGINAL FILING BECAUSE THE TAXPAYER WAS UNAWARE THAT AN INVESTMENT IN A FOREIGN CORPORATION REPORTABLE ON FORM 926, HAD BEEN MADE. AS SOON AS THE TAXPAYER BECAME AWARE OF THE REPORTING OBLIGATION, THE TAXPAYER ACTED TO FILE AMENDED RETURNS TO REPORT THE TRANSACTIONS FOR ALL YEARS IN WHICH A REPORTABLE INVESTMENT WAS MADE. HALBERT HARGROVE EQUITY 8862 8862 RUSSELL EQUITY 108343819 108343819 OFFICE SUPPLIES 14453 2890 0 11563 BOARD MEETING EXPENSES 5040 238 0 4802 DUES & SUBSCRIPTIONS 3631 36 0 3595 INSURANCE 4724 2362 0 2362 TELEPHONE 2743 137 0 2606 MISCELLANEOUS 8238 324 0 7914 WEBSITE 890 0 0 890 SOFTWARE 440 0 0 440 OTHER INCOME FROM LP 170 0 OTHER INCOME FROM K-1S 0 349209 UNREALIZED GAIN 11326839 INVESTMENT MANAGEMENT FEES 542380 542380 0 0 EXCISE TAX 20759 0 0 0 FOREIGN TAXES 0 160675 0 0