Nonprofit · EIN 95-4523232
THE CALIFORNIA ENDOWMENT
Tax-exempt · LOS ANGELES, CA 90012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $145,223,990 | $182,567,426 | -$37,343,436 | $4,457,765,886 | $504,208,666 | $3,953,557,220 |
| March 31, 2024 | 990-PF | $126,040,863 | $243,040,147 | -$116,999,284 | $4,453,417,123 | $514,439,741 | $3,938,977,382 |
| March 31, 2023 | 990-PF | $361,897,588 | $417,921,219 | -$56,023,631 | $4,318,845,356 | $530,501,706 | $3,788,343,650 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $11,469,871
- Interest
- $21,973
- Net rental income
- $731,089
- Net gain from sales of assets
- $106,903,470
- Other income
- $26,097,587
Expenses
- Grants and similar amounts paid
- $115,770,402
- Compensation of officers, directors and key employees
- $3,786,833
- Salaries, compensation and benefits (total)
- $16,202,069
- Disbursements for charitable purposes
- $185,990,063
- Excise tax on investment income
- $2,060,863
Balance sheet and other
- Total assets, start of year
- $4,453,417,123
- Total assets, end of year
- $4,457,765,886
- Total liabilities, end of year
- $504,208,666
- Net assets, end of year
- $3,953,557,220
- Fair market value of assets
- $4,457,765,886
- Qualifying distributions
- $203,903,557
- Net investment income
- $176,813,685
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL WEE 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DEPARTING INTERIM CHIEF INVESTMENT OFF | 40 | $911,720 | $49,096 |
| ROBERT K ROSS 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DEPARTING PRESIDENT/CEO | 40 | $766,990 | $44,798 |
| ANTHONY ITON 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | SVP, PROGRAMS & PART Highest-paid employee | 40 | $524,955 | $34,662 |
| MARTHA JIMENEZ 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | EXECUTIVE VICE PRESIDENT | 40 | $388,679 | $74,982 |
| DANNY GUO 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | INVESTMENT MANAGER Highest-paid employee | 40 | $376,510 | $58,887 |
| DAN DELEON 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | VICE PRESIDENT & CFO | 40 | $331,164 | $85,593 |
| KATE KENDELL 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | CHIEF OF STAFF | 40 | $318,645 | $79,260 |
| BRENDA SOLORZANO 1001 N ALAMEDA STREET, LOS ANGELES, CA 90013 | INCOMING PRESIDENT/CEO | 40 | $289,087 | $35,105 |
| ZACH AU 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | INVESTMENT ASSOCIATE Highest-paid employee | 40 | $245,831 | $45,306 |
| MICHELLE CHENG 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | INVESTMENT OPERATION Highest-paid employee | 40 | $243,572 | $74,794 |
| KELLI WASHINGTON 1001 N ALAMEDA STREET, LOS ANGELES, CA 90013 | INCOMING CHIEF INVESTMENT OFFICER | 40 | $233,798 | $21,448 |
| SARAH REYES 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | CHIEF COMMUNICATIONS Highest-paid employee | 40 | $227,718 | $58,615 |
| KURT CHILCOTT 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | CHAIR | 7.21 | $44,750 | $0 |
| KATHERINE FLORES 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | VICE CHAIR | 5.65 | $35,750 | $0 |
| MARIA BLANCO 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR/CHAIR | 5.1 | $33,500 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRIS HAYASHI 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR/CHAIR | 5.1 | $33,500 |
| LESLIE KAUTZ 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR/CHAIR | 5.1 | $33,500 |
| TORIE WEISTON-SERDAN 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.1 | $33,500 |
| MICHELE SIQUEIROS 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR/CHAIR | 5.1 | $31,250 |
| VERNITA TODD 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 4.6 | $28,500 |
| BRITTA GUERRERO 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 4.6 | $26,250 |
| KAI HONG 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 4.6 | $26,250 |
| KAMEIKO HOSTLER 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 4.6 | $26,250 |
| STACIE OLIVARES 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 4.6 | $26,250 |
| KARTHICK RAMAKRISHNAN 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 4.6 | $26,250 |
| VIEN TRUONG 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 4.6 | $26,250 |
| ASHLEY MONTERROSA 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 4.6 | $26,250 |
| KIAH WILLIAMS 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 4.6 | $26,250 |
| DONNELL EWERT 1001 N ALAMEDA STREET, LOS ANGELES, CA 90013 | DIRECTOR | 4.6 | $26,250 |
| EDGAR IBARRA 1002 N ALAMEDA STREET, LOS ANGELES, CA 90014 | DIRECTOR | 4.6 | $26,250 |
| MINERVA CARCANO 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 4.6 | $5,000 |
| MARTA MCKENZIE 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 4.6 | $5,000 |
990-PF for the year ended March 31, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT K ROSS 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | PRESIDENT/CEO | 40 | $1,025,170 | $103,401 |
| RIBKA FOX 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | CHIEF HR OFF. Highest-paid employee | 40 | $704,071 | $77,371 |
| MARTHA JIMENEZ 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | EXECUTIVE VICE PRESIDENT | 40 | $543,642 | $78,317 |
| MICHAEL WEE 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | INTERIM CHIEF INVESTMENT OFFICER | 40 | $472,785 | $49,063 |
| DAVID GREENBERG 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DEPARTING CHIEF INVESTMENT OFFICER | 40 | $468,143 | $30,924 |
| DAN DELEON 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | VICE PRESIDENT & CFO | 40 | $466,690 | $91,488 |
| KATE KENDELL 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | CHIEF OF STAFF | 40 | $447,860 | $94,454 |
| ANTHONY ITON 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | SVP, HEALTHY COMMTY. Highest-paid employee | 40 | $433,338 | $69,770 |
| HANH YU 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | CHIEF LEARNING OFFIC Highest-paid employee | 40 | $352,855 | $27,879 |
| AMY CHUNG 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | MANAGING DIRECTOR, I Highest-paid employee | 40 | $317,565 | $80,172 |
| SARAH REYES 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | CHIEF COMMUNICATIONS Highest-paid employee | 40 | $301,045 | $58,967 |
| KURT CHILCOTT 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | CHAIR | 7.75 | $58,000 | $0 |
| KATHERINE FLORES 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | VICE CHAIR | 6.19 | $46,000 | $0 |
| MARIA BLANCO 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR/CHAIR | 5.65 | $43,000 | $0 |
| KRIS HAYASHI 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR/CHAIR | 5.65 | $43,000 | $0 |
| LESLIE KAUTZ 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR/CHAIR | 5.65 | $43,000 | $0 |
| MICHELE SIQUEIROS 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.65 | $43,000 | $0 |
| TORIE WEISTON-SERDAN 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.65 | $43,000 | $0 |
| MINERVA CARCANO 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.15 | $40,750 | $0 |
| BRITTA GUERRERO 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.15 | $40,000 | $0 |
| MARTA MCKENZIE 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR/COMMITTEE CHAIR | 5.15 | $40,000 | $0 |
| KARTHICK RAMAKRISHNAN 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.15 | $40,000 | $0 |
| VERNITA TODD 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.15 | $40,000 | $0 |
| VIEN TRUONG 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.15 | $40,000 | $0 |
| DANIEL WALKER 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.15 | $40,000 | $0 |
| KIAH WILLIAMS 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.15 | $40,000 | $0 |
| KAI HONG 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.15 | $35,000 | $0 |
| STACIE OLIVARES 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.15 | $35,000 | $0 |
| JAHMAL MILLER 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.15 | $22,500 | $0 |
990-PF for the year ended March 31, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID GREENBERG 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | CHIEF INVESTMENT OFFICER | 40 | $1,322,453 | $75,997 |
| ROBERT K ROSS 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | PRESIDENT/CEO | 40 | $859,754 | $94,008 |
| MICHAEL WEE 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | MGING DIRECTOR, INVE Highest-paid employee | 40 | $721,792 | $22,033 |
| MARTHA JIMENEZ 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | INCOMING CORPORATE SECRETARY | 40 | $485,552 | $75,045 |
| DAN DELEON 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | VICE PRESIDENT & CFO | 40 | $447,271 | $85,067 |
| KATE KENDELL 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | CHIEF OF STAFF Highest-paid employee | 40 | $445,980 | $87,097 |
| ANTHONY ITON 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | SVP, HEALTHY COMMTY. Highest-paid employee | 40 | $423,321 | $66,179 |
| RIBKA FOX 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | CHIEF HR OFF. Highest-paid employee | 40 | $354,027 | $75,202 |
| MONA JHAWAR 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | LEARNING & EVAL SM Highest-paid employee | 40 | $292,056 | $29,178 |
| MINERVA CARCANO 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR/CHAIR | 8.4 | $53,000 | $0 |
| KURT CHILCOTT 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR/VICE-CHAIR | 6.42 | $39,000 | $0 |
| KATHERINE FLORES 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR/CHAIR | 6.29 | $36,000 | $0 |
| BRITTA GUERRERO 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 6.29 | $36,000 | $0 |
| LESLIE KAUTZ 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.79 | $36,000 | $0 |
| MARTA MCKENZIE 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR/COMMITTEE CHAIR | 6.29 | $36,000 | $0 |
| MICHELE SIQUEIROS 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 6.29 | $36,000 | $0 |
| MARIA BLANCO 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.79 | $33,000 | $0 |
| KRIS HAYASHI 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.79 | $33,000 | $0 |
| KAI HONG 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.79 | $33,000 | $0 |
| JAHMAL MILLER 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.79 | $33,000 | $0 |
| STACIE OLIVARES 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.79 | $33,000 | $0 |
| KARTHICK RAMAKRISHNAN 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR/COMMITTEE CHAIR | 5.79 | $33,000 | $0 |
| VERNITA TODD 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.79 | $33,000 | $0 |
| VIEN TRUONG 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.79 | $33,000 | $0 |
| DANIEL WALKER 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.79 | $33,000 | $0 |
| TORIE WEISTON-SERDAN 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.79 | $33,000 | $0 |
| KIAH WILLIAMS 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DIRECTOR | 5.79 | $33,000 | $0 |
| CELIA LOMBARD 1000 N ALAMEDA STREET, LOS ANGELES, CA 90012 | DEPARTING CORPORATE SECRETARY | 40 | $9,053 | $133 |
Address and contacts
- Address (IRS master file)
- 1000 N ALAMEDA ST, LOS ANGELES, CA 90012-1804
- In care of
- % DAN DELEON
- Signed the 990-PF
- MYNOR VELIZ, CFO
- Phone
- (213) 928-8800
- Website
- WWW.CALENDOW.ORG
- Return prepared by
- DELOITTE TAX LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4523232 or by the name THE CALIFORNIA ENDOWMENT.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 95-4523232
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22E)
- Assets (IRS master file)
- $4,457,765,886
- Income (IRS master file)
- $1,561,118,838
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $145,223,990 | $182,567,426 | $4,457,765,886 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | March 2024 | $126,040,863 | $243,040,147 | $4,453,417,123 | XML |
| 990-T | March 2024 | – | – | – | IRS |
| 990-PF | March 2023 | $361,897,588 | $417,921,219 | $4,318,845,356 | XML |
| 990-T | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-T | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-T | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
| 990-PF | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-4523232).
Questions about THE CALIFORNIA ENDOWMENT
- What is the EIN of THE CALIFORNIA ENDOWMENT?
- The employer identification number (EIN) of THE CALIFORNIA ENDOWMENT is 95-4523232.
- Is THE CALIFORNIA ENDOWMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to THE CALIFORNIA ENDOWMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CALIFORNIA ENDOWMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CALIFORNIA ENDOWMENT due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CALIFORNIA ENDOWMENT last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE CALIFORNIA ENDOWMENT?
- The 990-PF for the year ended December 31, 2024 lists 32 people; 32 received compensation from the organization, the highest $911,720 (MICHAEL WEE, DEPARTING INTERIM CHIEF INVESTMENT OFF).
- How much revenue does THE CALIFORNIA ENDOWMENT have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $145,223,990, expenses of $182,567,426 and total assets of $4,457,765,886 at year end.
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