Let's Get Honest! Absolutely Uncommon Analysis of Family & Conciliation Courts' Operations, Practices, & History

Identify the Entities, Find the Funding, Talk Sense!

“DISCONNECTED!” — More on ConnectEd (2006ff nonprofit) and WestEd (1995ff JPA claiming to be since 1966). Can YOU Follow the Connections, Find and Correlate the Financial Statements, and Name the EndGame(s)? [Publ. May 11, 2017, updated twice since].

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“DISCONNECTED!” — More on ConnectEd (2006ff nonprofit) and WestEd (1995ff JPA claiming to be since 1966). Can YOU Follow the Connections, Find and Correlate the Financial Statements, and Name the EndGame(s)? (case-sensitive shortlink ends “-6k7”)(First published 5/11/2017.  About 9,800 words).

SEPT. 29, 2017 Update ( in fine print, maroon borders before “Post Foreword,”  also in fine print but with light-blue background):

This post was just made “Sticky” Sep. 29, 2017. It will display with others above all normal posts, which show up in chronological order (most recent on top) in main blog area. I may not get back to revising the “sticky posts” list (itself such a post) to reflect the two, so far, I’ve added while updating the 2017 Table of Contents Page (Posted Jan. 9, 2017 and also, you guessed it, a “sticky” post on this blog).

Readers are encouraged to work through this material if it’s contents and concepts are not already familiar. We are talking regional, joint powers authorities, influential and networked educational authorities here working with a nonprofit sponsored by an influential California billionaire real estate developer, or I should say, by the related tax-exempt foundation associated with the company owned by that ONE PERSON (as of writing original publication date here).  

If these concepts and this material already is familiar, especially how to distinguish private from government entities, even when major attempts to blur that boundary are made by the powerful in each claiming heartfelt concern for the disenfranchised (vulnerable, low-income, oppressed, hurting, poor — etc.) and especially expressing major concern for (re-)setting the values and schooling for the next generation of THEIR POTENTIAL EMPLOYEES, please make efforts to explain to other people, especially including people outside your normal social or academic sphere as somehow you obtained this knowledge within yours.  Try “an elevator speech,” a casual conversation with a stranger in public who might not be en route to an important appointment.  I suggest not starting with people sporting PhDs and solid employment within academia; they may lack interest (or incentive — if the system’s working just fine for them…) or fail to see its relevance to the rest of us, unless they are unusually honest with a dose of humility.  Curiosity about the world we live in can be catching…. Apologies (sort of…) in advance for the jaundiced tone and sarcasm in this Sept. 2017 update to what I consider one of my more important posts and personally shocking discoveries. //LGH

Also, as it shows below, I am looking for a missing financial statement for a certain government entity listed in this title.  If you work for this entity other than in a decision-making capacity (if you do, consider this “notice” that the MIA information been noticed and is being publicized…) — please try to persuade the leadership to do the honorable thing (for a change) and as a governmental entity, post the financial statements (NOT just the latest one, but an archive of them) on the otherwise well-heeled, publication- and links-filled website! If they won’t, and one exists SOMEWHERE, I have a comments field…it can accept links! I’m considering an “APB” for this one…

And —-

Post Foreword:

This post was basically written in full March 27, 2017, and sidelined while I continued researching things Anneberg and others you can see on the sidebar under “Recent Posts” and as shown in images near the top of the “Today’s Lesson … Annenberg Learner” (most recent) post.  (The drill-downs can occupy full attention for a long time while I’m processing the information also).

Looking to move forward with other writing, I quickly (less than one day) did some more interior decorating (added images and text) to the top part, standardized some formatting on the bottom, and posting it May 11, 2017.  I am still beginning to grasp (in “awe”) the scope of the combined intents to transform the entire public school system in an agreed-upon direction by certain networked entities, the cooperation of the US and other Departments of Education in the process (partly understandable – they’re getting significant grants from a number of private tax-exempt foundations over time, for each new favorite “transformation model,” whether it’s “Linked Learning” (here) or “Evidence2Success” (Annie E. Casey foundation promoting over at the AISR at Brown University (AISR = “Annenberg Institute for School Reform at Brown University”) or others.  You can see it in the tax returns.

This is an important post, and I hope readers take time to work through the comments on the images not just the narratives surrounding them.  It explains some key concepts graphically and shows my reasoning behind a statement of alarm about putting “system transformation” in the hands of parties who have already proven themselves dishonest in:  fiscal transparency and compliance with basic state-level laws of commerce.

In adding some images from USPTO.gov regarding WestEd, I ask WHY would a JPA be formed to do major commerce, competing with the private sector, in such a broad field as “educational services.”

Towards the bottom, particularly for Californians, the current owner of James Irvine Foundation, Donald Bren, is profiled, which just goes to show how power and wealth can indeed be consolidated under even just ONE person, to the point that they run, literally, cities and major parts of a state whose economy has been compared to that of Brazil in recent times.

How it was done is also interesting.  But at least the top ¾ of this post, I would say, don’t miss!   Sincerely, LGH (Let’s Get Honest) 5/11/2017

 “DISCONNECTED!” — More on ConnectEd (2006ff nonprofit) and WestEd (1995ff JPA claiming to be since 1966). Can YOU Follow the Connections, Find and Correlate the Financial Statements, and Name the EndGame(s)? (case-sensitive shortlink ends “-6k7”)

One entity above is private & nonprofit, the other public & governmental.  As such, one would provide a corporate registration and (being that kind of nonprofit) Form 990s and the other OUGHT to be providing Comprehensive Annual Financial Reports (“CAFR”) as a government entity, from what I understand.  It took me a while to find the corporate (secretary of state) business filing for the first entity (in part because of a colon and because its logo made it sound like the name did not include part of the title — and how many entities with the word “Connected” do you imagine might occur in a large state which contains Silicon Valley (?).

Some of its logos and a reminder that it is NOT (despite the name) restricted to practice in just California, and a second reminder that, like its 2006-forward sponsor “The James Irvine Foundation,” it’s quite enthusiastic about the digital hook-up and School-to-Work pipeline (“Linked Learning”) as an avenue to system-wide transformation (into an electronically hooked-up, school-to-work pipeline), which at this point in my blogging life, I’m starting to believe is a sort of addictive drug (cf. a few generations ago, one might say, someone “drank the [spiked] Kool-Aid.”):

NEXT THREE IMAGES: ConnectEd~The CalifCtr for Career + Learning plus LINKEDIN plus James Irivine Fndtn Plus Where ConnectEd works besides Calif SShots 1, 2, and 3 2017May11:

(#1 of 3, Click the Image)

#2 of 3, Click the image.

#3 of 3, Click the image.

But the other entity wouldn’t show up in that database, although apparently it must file a statement with the Secretary of State (here, for California at a minimum.  It was organized under California Joint Powers Act) separately.

In case there’s any question that WestEd is a government entity, the next two images are a record from the USPTO.gov, showing its trademark #17 of 17 (and the list of 17 currently “Live” status).  I’ll provide the “heavily annotated” (with commentary) version (commentary mostly in yellow rectangles and/or involving squiggly arrows; the neater stuff in some red, some blue, but mostly black-and-white fine print is courtesy USPTO.gov.  I’m also providing a link to a cleaner view of the same (on the trademarking of the term “WestEd” itself.  I DNR if I posted this elsewhere or not already:

Click image for better view of the USPTO “TESS” (Trademark) search results and search string

Click image for my commentary! (Detail on WordMark “WestEd” #17 of 17 on this particular search.) Click HERE for a cleaner copy, with more header/footer info from the government website, but my comments entail questioning why a government entity of this scope is filing for trademarks, i.e., planning to enter major-sector commerce in a major way [and thereafter, fails to produce proper reports for the public.]



Pardon the pun on an entity with the word “ConnectEd” in its name and another one who has, apparently, disconnected its governmental conscience from providing AND POSTING proper CAFR statements, year after year, starting with its first year of existence, yet while hiding this information, also is running RELS (regional education laboratories), which would seem to belie the basic meaning behind the word “educate” (“Contradict” might be a more appropriate word.  It’s hypocritical!) From this (“Disconnected!”) post, which was basically completed in draft form (except this introduction) March 27, 2017, I had to say:

“…I challenge anyone (I just did) to scour the entire WestEd website, including links at bottom, links at top, lists of Clients, list of Funders (check it out!), and see if there is ONE reference to the existence of any financial statement for the entity, anywhere on it.  It’s as though the inspired leadership has forgotten the “accounta-bility to taxpayers” part, although they’re quite active in evaluating, reporting and judging other entities providing education services.  FYI, State Boards of Education (several) were signers to the JPA** under both FWL and under SWRL, as well as The University of California Board of Regents.  But WestEd is still a separate agency — so where are its “books?”…..”

**(Joint Powers Agreemt. to form this Joint Powers Agency. FWL and SWRL will be shown below).   {This post title again: “DISCONNECTED!” — More on ConnectEd (2006ff nonprofit) and WestEd (1995ff JPA claiming to be since 1966). Can YOU Follow the Connections, Find and Correlate the Financial Statements, and Name the EndGame(s)? [Publ. May 2017, updated twice since]. with case-sensitive short-link ending “-6k7”.}


There is a GASB (Government Accountability Standards Board) and a GFOA (Governors Financial Officer Association of the USA and Canada) basic format for the CAFR.

Here (as an Appendix D to something else) is GFOA.org’s “illustrative” CAFR dated the hypothetical 2022; this illustration seems to be dated 2012.  Some images from it, starting with the Title Page and part of the TOC.  Without my annotations it’d be all black-and-white; for that version, you have a link (!):

For this and all images (except plain title) from the GFOA illustrative CAFR site, click IMAGE to read annotations or full-sized.

(not clickable — not needed)





“CAFRs” are identifiable by their title pages, their formats, and particularly their contents — certain required elements. I show some Table of Contents from this example, below.  (I also in 2012 started a blog posting several CAFRs as posts (not “Pages”!)

So if your hands are on something that looks like financials being reported, obtained from some website ending “*.gov” but NOT on something that meets the basic definitions and isn’t labeled “Comprehensive Annual Financial Report of (Gov’t entity so-and-so) for the fiscal year ended (specific date)” — you are looking at something else.  The something else may also be informative, helpful, interesting, and even colorfully engaging (if it gets too colorful, you’re very likely NOT hands-on with a CAFR).   It’s also probably shorter (so what!).  If this is the situation, and regarding any governmental entity, Do Not Pass Go, Do Not Collect $200 — go back to “Square One!”

Why: The CAFR IS “the bottom line” for any government entity, defines what parts it falls into (discrete, blended or component) what other lines of business it’s in (i.e., proprietary activities — and statements, including balance sheets to go with them), and in a very real way WHO it is, and who you are dealing with (supporting or being “serviced” by, for better or for worse) at local, metro, county, state, regional, federal and all other kinds of “every which way” other levels which will affect the things government does (basic services) and how much take-home pay you’re likely to have any given year, and over a lifetime.

ConnectEd, as I already showed (posting the document to support the claim) “disconnected” itself with the requirement to register as a charity in the state of California for five years after incorporating. So, at the end of the day, who is the most “disconnected” if not the public, while we are being taught to plug into almost everything BUT knowing exactly who and what entities are operating on us from afar or locally?

“DISCONNECTED!” — More on ConnectEd (2006ff nonprofit) and WestEd (1995ff JPA claiming to be since 1966). Can YOU Follow the Connections, Find and Correlate the Financial Statements, and Name the EndGame(s)? (case-sensitive shortlink ends “-6k7”)

So, can you?

Can you follow the connections, find and correlate the financial statements, and name the endgame(s)?

[Two more Illustrative CAFR images on what types of valuable information and insight a governmental entity comprehensive — the kind you should want — annual financial statement (CAFR) may provide, and why government entities such as WestEd which don’t feel like coughing it up, are suspect, especially given their major size and scope of operations, and funding agencies at all levels. In providing this I’m hoping readers won’t be lulled into complacency when an entity offers up some other kind of report, like an “annual report,” either financial, or one that reads more like a business promotion brochure, with some charts mixed in.  A close (but not identical) equivalent to the CAFR (of at least the Financial Statements section) for a charity (or trust) over a certain size would be “independent audited financial statements” usually with the words “consolidated” included. Same GENERAL idea — except nonprofits can’t do things governments can, like levy taxes and issue tax-exempt bonds (I think, as to the latter).  The other differences include the categorization of funds as “Governmental, Nongovernmental, Proprietary, Fiduciary.”]

#1 of 2 (CAFR TOC illustration) Click IMAGE to read.

Or are you, as seems to be intentional for the public, living in a state of suspended-animation through lack of incentive, understanding (know-how) or simply the means to fact-check enough to make sense of the economic landscape (by sectors or cross-sectors)?  

Are you “disconnected!” from, with others and together, demanding the level and types of accountability most of the time which any balance of power between people and government requires?

#2 of 2 (CAFR TOC illustration) Click IMAGE to read.

This suspended-animation state regarding government structure and financing and exactly where philanthropy stands in relation to (a) government and (b) “the people” reduces most of us to “just take it on faith” regarding the inflow and outflow over time of financing to and through at least these two significant entities (one a nonprofit, the other a government entity) for the claimed benefit of the education of current and future generations in these states:  California, Utah, Nevada, and Arizona, and nationwide, as “WestEd” is not just active in Western U.S.A..

Having to “just take it on faith” also is living in hope that the relationship developing and expanding is as it’s portrayed throughout the system:  altruistic, for the good of the public, and with intention that when the word “we” is used, “we” is meant, without exceptions entailing who gets to experiment on the population — especially children! — who gets experimented upon, and who pays for it in which manner.  The two entities are:

(1) ConnectEd eventually did start posting its fiscal information at the state level; the tax returns can now be read.  Easier to summarize because it only started up in 2006.

I’ve copied the list of “tags,” separated by commas, from my earlier “”ConnectEd, …. WestEd, the US Dept. of Ed …. ” post, a significant one published in late 2016. Some of the tags are mini-statements, showing discovering this material got to my impassioned side… Here, I’ve bolded, italicized and even highlit a few.  When a “tag” turns into a complete sentence — well, that’s to make the point!

“Keep Your Eyes on the Assets” – Remember to do the DrilldownsAlliance for Excellent Education (DC status revoked but still advertising), Are some 501©3s and (4s) actually formed for the purpose of their directors’ mutual investment strategies – with the company name simply a distracting cover?, Bernard L Madoff funds investment by Alliance for Excellent Education, Bridgespan (see Bain & Company) as subcontractor – and its agendaBridgespan wants philanthropic collaboration (collusion) on public schools. SEE TAX RETURN REFERENCES, Common Catalyst LLC (subcontractor), Communities in SchoolsConnectEd: The California Center for College and Career, Corporate takeover of public educ happening through shape-shifting nonprofits backed by (sometimes) shady fiscal practices. Is this good for the low-income populations they are claiming to help?Democracy Engine fundraising for a status-revoked “Alliance for Excellence in Educ” (at this writing per DCRA.gov bus entities search)Gary HoachlanderMPR Associates, The Chronicle of Philanthropy requires subscription though reporting at times on its subscribers’ activities in public institutions (such as schools)The James Irvine FoundationThe Leeds Families (behind Alliance for Exct Education) — who are they?WestEd

Below here, I’m also taking a closer look at major private financing behind ConnectEd as a major part of the history of the State of California, and a comment on privately held, concentrated-in-one-person wealth and political influence (particularly on education) in this state.

(2) WestEd, existing since 1995, was created from two public entities themselves regional (already) and created back in the 1960s, both with member agencies spanning several different states and types of educational systems.

Recent Blogging Context:

This post is a spin-off from one still in draft, which I hope to publish simultaneously (almost).  IT is called: Three (or Four) Famous, Privately Controlled Nonprofits Who Just Wanna Transform Public Education (and Urban Populations to Practice On) (case-sensitive short-link ends “-6iI”).  I included this post’s title in it, and that might be a good review to scroll through for this one.

In addition, and already published in March, 2017

I posted twice, recently, on some Indicators in the Left/Right Debate, and on “Trade of the Previous Century,” including in part on some convoluted organization changes (i.e., the formation of pass-through entities), some of which obviously covered the territory of improving and transforming the entire US public school system.

I found and posted on some odd behaviors and filings among a major player in the nonprofit, coordinate (statewide), control, and profit from privatizing at least the transformation of major sources of ONGOING pubic clientele and funding in this country where primary education is compulsory and failure to attend is a status-offence (truancy), while those who DO offend may be punished, alternately by failure to learn to read, write, count, and think or grow up not being bullied or becoming bullies, or having the politically incorrect social values towards any number of politically-oriented issues.

Those two (March, 2017) posts followed up on a theme from last November which seems of such significant scope, I couldn’t just drop it.  We are talking regionally coordinated networks and entities involved in, literally, a century and a half of California history (at least), and I’m referring to the 11/18/2016 post on “ConnectEd, …. WestEd, the US Dept. of Ed …. ” (title shortened there; full title and a short descriptor from it is:

ConnectED + MPR Associates Inc. + Gary Hoachlander, WestEd, and the US Dept. of Ed, with help from James Irvine Foundation(Case-sensitive, WordPress-generated shortlink ends in “-4LK”) (It is currently 16,000 words long, and a bit complex! Then again, so are the networks I am discussing and exposing…) [For a more specific idea what the post covered, see its tags I posted inside a box with light-blue background just above!]

I’d already looked at the nonprofit “ConnectEd” and posted with the images how it took five years to register as a California charity as required to by law (2006-2011) but how this didn’t particularly bother its sponsor, the James Irvine Foundation.  I referenced also “WestEd” but didn’t follow-up extensively on the same.  (Doing drill-downs, these happen in sequence, and there’s a limit to how many can go on simultaneously managed by just one person! So there are always some “on the back burner,” but that does not make them forgotten in the blogging schedule.). This time I looked again more closely at WestEd as you’ll see below.

We are in such divisive times politically (still) I posted twice on that and have a post also featuring Left/Right nonprofits involved — or so their founders say — in transforming (a.k.a. fixing) the public school systems of the country, if not world, while doing so almost always seems to include private control, private profits (through the models being used, or the curricula, or the “T&TA”) and either the sequestering of substantial assets in well-funded operations (nonprofits), OR using multiple layers of nonprofits and shunting money through them in classic “catch it if you can” manner over time.

From an earlier (11/18/2016) post,  [“…connected-mpr-associates-inc-gary-hoachlander-wested-and-the-us-dept-of-ed-with-help-from-james-irvine-foundation”], a theme to remember:

Meanwhile, high position in the highly politicized public education (K-12 and college/university both) system apparently is also part of the gateway to (and from) political power.  And money.

For example:

Constantly demanding more funding for the schools, to put “Communities in Schools“* or to improve them, or expand them, and attempting to close off the exit ramps to something better for low-income parents, as the NAACP submitted a position statement on just this past October, is inappropriate until proper account for what IS going in and HAS gone in is provided in coherent form to the public.  

Speaking of the phrase “Communities in Schools,” here’s another post sub-section for another networked organization and ITS high-powered (more than) subcontractor.  What, really is going on here? On taking a closer look, I found out that part of that answer is to be found in the organization’s choice of independent subcontractors, a recurring theme in understanding how nonprofits network with power, and how subcontractors sometimes obtain that power.

*CIS banner (including “Donate”) and Affiliates (in 25 states, whose websites also say “Donate”):

CIS home page viewed 3-26-2017

That 11/18/2016 post title names some parts of the network:  “Connected..” (nonprofit, that’s a partial name, but obviously conveys a sense of digital, on-line, connections), MPR Associates (its subcontractor), Gary Hoachlander (running both of the aforesaid and out of the same address too), WestEd (a Joint Powers Agency, not “Authority”) governed by public entities in several states, …the U.S. Department of Education (federal agency) with help from the James Irvine Foundation.

Who or what is “WestEd” …. (then I look again at the James Irvine Foundation)

(For readers living elsewhere, I’ll bet there’s something comparable and regional for Eastern, MidWest, or Southern/Southeast USA states also, so looking at this example is still worthwhile).

In this post, “DISCONNECTED!” —  starting with the quote above (supplemented with a bit of image and surrounding text, a different background color here, but not there) from that one, Three (or Four) Famous, Privately Controlled Nonprofits Who Just Wanna Transform Public Education (and Urban Populations to Practice On) (case-sensitive short-link ends “-6iI”).

Since I’ve now split off this material, “back at the ranch” there is a section up top reviewing just who we’re dealing with in the Bain & Company ~|~ The Bridgespan Group*** (it’s incubated nonprofit).   Basically Bridgespan is Bain in nonprofit clothing and both are also targeting philanthropic organizations to help them with “strategy.”  And below that it gets into the actual Three Nonprofits (with ConnectEd having been the fourth) and I was looking at some related entities and attempting to follow through — and they do pass from one place to another –some grants where the first pass-through already had a major discrepancy in the amount of that grant.

The “current events” relevancy of some of these three nonprofits I happen to feature this time includes Betsy DeVos being on one of them, and the Soros/Open Society Institute-Baltimore behind the other, not to mention the other one having (which I documented in Q4 2016 post) for some strange reason in this century opted (until it went south around 2008/2009) to invest a whole lot of money in Bernie Madoff funds — which isn’t visible unless you follow the nonprofit back through several years of old returns and pay attention to the details.

(***Bain, basically for-profit international consulting company, inc. 1984, but started as a partnership ca. 1973 through a corporate raid (so to speak) on people from the Boston Consulting Group); Bridgespan an incubated with help from Harvard startup ca. 2000. Both talk a great talk, but the history of Bain & Company (including bringing in Mitt Romney for co-located Bain Capital at one point) hasn’t always been pretty (explained over there, not here).  Which brings up the question — are these the nonprofit consultants we really want managing transformation of our school systems?  And if not, what’s to be done when so much of it is actually political relationship “capital” and in the private sphere anyhow?

HERE, I look more at “WestEd” and in doing so, made another attempt to locate any comprehensive* annual financial statements (CAFRs) and get a better sense of who or what WestEd is.  I DNR at this point where or how it tied in (specific personnel) to ConnectEd other than possibly through Mr. Hoachlander.  It was clear all were working in some sort of synche.

[showing all assets and liabilities from the start of the entity — like a nonprofit might also have to show, every year, on its Page 1, Part I Summary declarations in the Form 990s, as well as declarations of who are the related entities, if any, and of what type]

On principle, if it’s a government entity, it’s supported directly or indirectly by tax receipts (although not ONLY by these as governments also run fees-for-services businesses; read Walter Burien (CAFR1.com) and/or my Sticky post on CAFRs, or any government CAFR and see how the funds are classified.  ALSO, on principle, any private (non-government) tax-exempt entity is exercising a privilege of exemption from the “income tax” of its corporate “person.” For those not exempt from filing their IRS returns (i.e., the Catholic Church, the Episcopal Church, the Presbyterian, Lutheran, Reformed, or any other — of any other religions also — religious entity, OR as determined by the IRCode and managed by the IRS) must show their stuff (give an account!) to the IRS — and it must be available at least recent years, to the public too.

When you have regionalized JPAs forming new JPAs, good luck locating those CAFRs of the newly formed ones — on their websites or anywhere else, as I just discovered regarding WestEd.  Good luck also even when given pointers to SOME federal agency grant, getting to and through said database and seeing if it makes sense with what the same entity’s CAFRs (which you probably could locate) are saying.

Since its inception in 1966, WestEd* has been tackling real-world challenges, often in partnerships with others, to make a positive difference in the lives of millions of children and adults. Our work is far from over as we continue to identify and develop ways to ensure success for every learner.

* WestEd is a Joint Powers Agency, authorized by a California Joint Powers Agreement(pdf) and governed by public entities in Arizona, California, Nevada, and Utah, with Board members representing agencies from these states and nationally.

A nonpartisan, nonprofit research, development, and service agency, WestEd is tax exempt under Section 115(1) of the Internal Revenue Code. Because of this status, our work meets the giving guidelines of philanthropic organizations.

The first sentence appears to be a falsehood, a sort of sneaky one:  “Since its inception in 1966, WestEd.”  Will show shortly.  WestEd did not exist in 1966 and anyone working for it including whoever put up the website, probably knows this by heart. But the more longevity is involved, the more credibility is assumed.  What about the credibility of a simple self-description?

That falsehood is quickly followed by the next apparently truthful (if taken by just by itself) paragraph, which says that WestEd “is” [present tense] a JPA authorized by a California JPA Agreement.  They just forgot to mention in Paragraph 2, (= Sentence 3) that the truth of that statement is only retroactive to 1995, about 30 years later.  Anyone who did NOT click to look (or didn’t otherwise know) would not understand that WestEd was formed in 1995, only one year before the passage of “PRWORA” (Welfare Reform),  and that he or she (reader) had just been sold a 30-years exaggeration in this self-description.  [I am also wondering, having looked also at the signature page provided, whether a document signed, but not dated by the same signers, is even a fully-executed document.  I know when I sign any agreement or contract, let alone any court pleading or response to a pleading, an exact date is required right by the signature, and in my handwriting.  The same goes for rental contracts (leases), marriage licenses, birth certificates of one’s children, and many other forms common to life as a registered person in this country.  So why would not something as important as a JPA being posted for public information as “the” JPA constituting WestEd, have been signed showing the date? (It’s also not notarized…)

Regarding that “Section 115(1) of the IRC.”  This is 26 U.S.C., looks like under Subtitle A, “Income Tax” and is WestEd’s oblique way of telling us, it’s performing governmental services, and as such donations to it are tax-deductible.  See next image from LII (law.Cornell.edu) and a brief quote from the IRS.gov page on “Government Information Letters.” (the LII also posts several Govt’ Info Letters, by date, on its site).

Having (more than), established that WestEd is claiming exemption from income tax under Section 115(1) and is a JPA,  then we know it would not be filing Form 990s but should instead be filing financial reports along government lines — but good luck finding any.  Also see:  “IRS Governmental Information Letter” as a reminder of how these things work:

…The Internal Revenue Service does not provide a tax-exempt number. A government entity may use its Federal TIN (taxpayer identification number), also referred to as an EIN (Employer Identification Number), for identification purposes.

Governmental units, such as states and their political subdivisions, are not generally subject to federal income tax. Political subdivisions of a state are entities with one or more of the sovereign powers of the state such as the power to tax. Typically they include counties or municipalities and their agencies or departments. Charitable contributions to governmental units are tax-deductible under section 170(c)(1) of the Internal Revenue Code if made for a public purpose.

An entity that is not a political subdivision** but that performs an essential government function may not be subject to federal income tax, pursuant to Code section 115(1). The income of such entities is excluded from the definition of gross income as long as the income (1) is derived from a public utility or the exercise of an essential government function, and (2) accrues to a State, a political subdivision of a state, or the District of Columbia. Contributions made to entities whose income is excluded income under section 115 may be tax deductible to contributors.

WestEd and its two originating public entities cannot be “subdivisions of a state” because their “jurisdiction” crosses state lines.  But as you can see they are working for state (and in one case, a city/county) agency or departments.  So the tax-exempt status of WestEd here seems to rely on “educational services” (see USPTO.gov for “WestEd” itself, annotated image above in this post) as an “essential government function.” I have probably referenced it in other posts (use “Search” function to locate) besides those listed here, and remember having found it has a claimed annual budget in recent times of $160 million.  What, and where, are its invested assets shown?

In order for a government entity to receive a determination of its status as a political subdivision, instrumentality of government, or whether its revenue is exempt under Internal Revenue Code section 115, it must obtain a letter ruling by following the procedures specified in Revenue Procedure 2017-1 or its successor. There is a fee associated with obtaining a letter ruling.  …

A closer look at the JPA (Link provided at WestEd “About” page) shows that that name originated in 1995 (date of the JPA to jointly manage two pre-existing JPAs (FWL & SWRL).  If you continue reading the link (from WestEd), it also attaches the JPA (1994 revision) creating FWL and below it, the JPA creating SWRL: both stem from 1966 originally.

I provided just two images below, from the top part of the 1995 JPA establishing WestEd… as a reminder of just how vast, and regionalized is the concept.  It would seem both FWL, SWRL, and WestEd being such separate public entities, would have to produce (each of them) regular CAFRs (comprehensive annual financial reports).

Each one of them upon formation of WestEd (it says) can still receive funding from a variety of sources, and distribute it likewise.  I challenge anyone (I just did) to scour the entire WestEd website, including links at bottom, links at top, lists of Clients, list of Funders (check it out!), and see if there is ONE reference to the existence of any financial statement for the entity, anywhere on it.  It’s as though the inspired leadership has forgotten the “accountability to taxpayers” part, although they’re quite active in evaluating, reporting and judging other entities providing education services.  FYI, State Boards of Education (several) were signers to the JPA under both FWL and under SWRL, as well as The University of California Board of Regents.  But WestEd is still a separate agency — so where are its “books?”

On the same link, scroll down to locate them, the mid-1960s JPA Agreements creating (respectively) the FWL and the SWRL are also attached.  I added an image from FWL only so you may see the signing parties, and that in addition to both FWL and SWRL being themselves JPAs, including high-level, state-level and (for SF City and County) a more local Unified School District., or rather, its Board of Education.  It is the only such school district (Board) listed as a party among all three entities (FWL, SWRL or WestEd).

JPA `FRWL’ Far West Lab for ERD (lists the Parties) Screen Shot 2017-03-27

That’s all the discussion I’m including on “WestEd” for purposes of this post; be aware it exists, cites a budget of $140M annually, and is providing no trace of reporting for it inbetween advertising the accomplishment of its 50 years of existence, that I can see so far

Note:  an “Annual Report” is not a Comprehensive Annual FINANCIAL Report, which has specific format and reporting rules, as government entities are supposed to provide every year (“annual”). Searching this on-line I found one “annual report” (2011) by WestEd and no CAFR.  Searching it on the main website, I found an announcement referencing what looks like a CAFR of a January 2017 Joint {WestEd, SWRL, FWL} Board of Directors meeting in San Francisco, but NO upload linking to either those or an audited version:   WestEd Board of Directors Meeting January 18–20, 2017 WestEd San Francisco, CA.  On the bottom of p.3 (and see p.4) under “Management” is a reference to “UNaudited statements for 2016 (note:  their fiscal year starts in December 1 of each year, per the JPA posted on-site).

With THIS board of directors, how is it that no one has thought to get these statements posted, somewhere on the website, or a notice to where (if not there) they might be obtained?

MOVING ON:  As a component of that title studying “ConnectEd: The California Center for Career and College” (the “or four”) nonprofit referenced in this post title…

The Irvine Company | James Irvine Foundation as funder, bears some understanding, especially after the millions it provided to ConnectEd!

Among other things I learned that the Irvine Company is now under the control of just one (1) shareholder, and individual.  And it’s privately held — so you cannot read any SEC filings on this one

Heavily Annotated: JPA 1995 creating WestEd, p3Article9 SCOPE OF POWERS (a,b) (Screen Shot 2017-03-27 at 11.49AM)

…the U.S. Department of Education (federal agency) with help from the James Irvine Foundation (big, fat tax-exempt foundation, wealth coming of course from a larger company or corporation, which is why tax-exempt foundations exist in the first place).  [The Irvine Company]

Since 1864, Irvine Company has been one of California’s largest landowners, evolving from a ranching and farming operation to one of the premier real estate investment companies and master planners in America, known for its commitment to long-term ownership and management of a high-quality portfolio—the breadth and quality of which is unmatched in the industry.

Master planning has been embedded in Irvine Company’s DNA since James Irvine first purchased 93,000 acres of land in Orange County, Calif. in the 1860s.

The planning ideal prevailed in the early 1960s when the company resisted pressure to sell the land piecemeal to developers and commissioned architect William Pereira to create a master plan to guide development and set standards for what would become the new city of Irvine, Calif.

The foundation started in 1937 and was the major stockholder in the company, which held the land, until federal legislation forced a change in 1977:

In 1977, the Irvine Foundation was forced to sell its share in the company to comply with new federal legislation. When James Irvine died in 1947, his bequest to the Foundation was valued at $5.6 million. Thirty years later, when the Foundation sold its share of The Irvine Company, its value had grown to $184 million. Today, the Foundation’s assets are fully diversified and stand at about $2 billion.

Wikipedia on the Irvine Company (not “Foundation”), and its current whole owner Donald Bren, the richest real estate developer in America at $15.2 billion.  Oh yes, and it’s privately held.  Interesting history how it got started in 1864 with a 3-way partnership purchasing Mexican landgrants (themselves granted unencumbered by Spanish and Mexican governments to encourage settlement in the area), you can see the control of land continued over the generations.

The Irvine Company is an American private company focused on real estate development. It is headquartered in Newport Center, California, with a large portion of its operations centered in and around Irvine, California, a planned city of 250,000 people mainly designed by the Irvine Company. The company was founded by the Irvine family and is currently wholly owned by Donald Bren. Since the company is private, its financials are not released to the public. However, Donald Bren is the richest real estate developer in the United States, valued at $15.2 billion.

For just a touch of the scope and influence this company might feel it still should have on education systems, and well as how and when Bren came to be the SOLE stockholder:

In 1959, the Irvine Company donated 1,000 acres (4.0 km2) and sold 500 acres (2.0 km2) near Newport Beach to the University of California for construction of a new UC campus (map). The university and company, together with architect William Pereira, designed the Irvine Ranch Master Plan for developing the surrounding area. The city of Irvine, whose citizens officially incorporated it in 1971, grew around the campus.

By the late 1970s, the Irvine Company had ceased its cattle business.[5]In 1977, real estate developer Donald Bren began buying Irvine Company shares from the Irvine family. With the Irvine Company’s cattle operations finished, the Irvine Company sold the Bommer Canyon area to the City of Irvine between 1981 and 1982.[4] The City of Irvine purchased the land with grants obtained from the 1974 California Bond Act.[4]By 1983, Bren was the majority owner of the Irvine Company. By 1996, he had purchased all outstanding shares to be the sole owner of the Irvine Company.

Operations [edit] [links removed from next para.]

The Irvine Company develops suburban master-planned communities throughout central and southern Orange County, in addition to residential buildings in Santa Monica, Silicon Valley, and San Diego.[6] The company also owns and manages office buildings in Milpitas, San Jose [Northern California, SF Bay Area], Sunnyvale, Downtown San Diego, Mission Valley, San Diego, La Jolla Village/University City, Sorrento Mesa, Del Mar Heights, Newport Center, UCI locations, West Los Angeles, Pasadena, Chicago, and New York City.[7] Donald Bren is its Chairman and sole shareholder.

[Size of the “Ranch” of which about ½ is available for development and just over half, NOT available, i.e., kept natural] (links also removed here):

A partial list of cities within the boundaries of the Irvine Ranch includes: Irvine, Laguna Beach, Anaheim (Anaheim Hills), Tustin (Tustin Ranch), Orange, [and] Newport Beach.
The Irvine Company owns several large retail centers, including The Market Place and Irvine Spectrum Center in Irvine, and Fashion Island in Newport Beach, which is surrounded by the Newport Center commercial area. The Irvine Company also holds several office properties, particularly in Irvine and Newport Center, the Fox Plaza in Century City, Los Angeles, the MetLife Building in New York City, and nearly 500 total properties throughout Coastal California.

So how’d Bren get so smart, not to mention the savvy / capacity to purchase from the Irvine family as well as their agreement to sell to him?  You can just imagine how valuable it might have been at the time:  Donald Bren, Wiki.  He is almost 85 as of this month (b. May 1932):

Donald L. Bren (born May 11, 1932) is an American businessman who is Chairman and sole owner of the Irvine Company, a US real estate investment company.[8] Bren is a self-made billionaire. Bren’s net worth is estimated at $15.2 billion, making him number 66 on the 2017 Forbes 400 list. [9]

Bren is the son of Marion (Newbert) and Milton Bren.[10]His father Milton was a naval officer, talent agent, and successful movie producer while his mother Marion was a prominent civic leader. His mother was of partial Irish descent while his father was of Jewish descent.[10] His parents divorced in 1948. [[do the math: He was 16]]Bren’s father remarried in 1948 to Academy Award-winning actress Claire Trevor. His mother remarried in 1953 to steel business man Earle M. Jorgensen.[10] {**}

Bren graduated from the University of Washington where he received a bachelor’s degree in business administration and economics.[5][11] He tried out for the 1956 Olympic ski team but did not qualify following an injury.[12] After college he served as an officer in the United States Marine Corps.[13]

Does this mean that well-to-do and famous like to marry well-to-do and famous?  Sounds like it here, at least…. Power marries into power, and looks like re-marries into the same; well the father also went probably for beauty too (film actress)…same year as divorce (cause of it?)… But about the son.  After his business success and stunning, literally “star-studded” environmental- and education-friendly philanthropy over the decades, particularly in K-12 and university education, Wikipedia lists Donald Bren’s 3 marriages (with 5 children) and that there were also 3 other children by “companions.”  From the first marriage with 3 children, only 2 are listed (with no explanation why).  (Just goes to show (??) that divorce = impending disaster for all??  That’s what we’re being told in federal welfare reform policies and why the public should underwrite marriage, relationship, abstinence and fatherhood education — at least for the poor…and middle class…)

Bren built his first house in Newport Beach with a $10,000 loan, in 1958. He began his business career in 1958 when he founded the Bren Company, which built homes in Orange County, California. [[AGE:  26 years old.  How many 26-year-olds figured out, then, to do this?]] In 1963, he and two others started the Mission Viejo Company (MVC) and purchased 10,000 acres to plan and develop the city of Mission Viejo, California. [[Age 31 he’s now developing a city…]] Bren was President of MVC from 1963 to 1967.[14] International Paper bought Bren Co. for $34 million in 1970,[15] [do the math:  1970-1932= 38yrs old!] and then sold it back to Bren for $22 million in 1972 following the recession.[16] Bren took the proceeds and in 1977 joined a group of investors to purchase the 146-year-old Irvine Company. Bren was the largest shareholder of the resulting consortium, owning 34.3% of the company and received the title of Vice-chair of the board.[17] By 1983, he was the majority owner of the firm[18] and was elected chairman of the board. By 1996, he had bought out all outstanding shares to become the sole owner.

By 2005, OC Weekly wrote that Bren “wields more power than Howard Hughes ever did, probably as much as any man in America over a concentrated region—determining not only how people live and shop but who governs them.”[19] In 2006 the Los Angeles Times wrote “[s]imply put, Orange County looks like Orange County…because of the influence of [Donald Bren].”[20] In an interview in 2011, Bren summarized his real estate investment strategy: “What I learned was that when you hold property over the long term, you’re able to create better values and you have something tangible to show for it.”[21]Forbes, in its 2015 edition of, “The 400 Richest Americans“, ranked Bren as the wealthiest real estate developer in the US and 30th “Richest American” with an estimated net worth of $15.2 billion.[22]

Family footnotes — of course he’s going to be paying child support along the way of several (three) marriages and two other acknowledged companions bearing “fruit” (kids)….These are Wiki footnotes 53 and 57, respectively to the Bren Wiki page:

Bren Aims to Keep Riches Private In child support battle, billionaire owner of Irvine Co. challenges order to reveal wealth. October 30, 2005|Jean O. Pasco | Times Staff Writer

…Hillel Chodos, the Los Angeles attorney for the children and their mother, Jennifer McKay Gold, used the Forbes figure of $4 billion and added 6% a year in estimated interest earnings to contend that Bren’s income was closer to $240 million a year. Plugging that amount into the state’s income-based child-support calculator would yield total monthly payments of about $2 million.

Bren’s principal asset is thought to be the privately held Irvine Co., the largest landowner in Orange County and a developer of neighborhoods, shopping malls and business centers.

He has seven children: two adult sons from his first marriage, an adult daughter from his second marriage and a son born in Los Angeles in August 2003 [Bren was then 71 yrs old…] to his current wife, entertainment lawyer Brigitte Muller. He also has acknowledged three children by two former companions.

The issue of Bren’s wealth and child support arose with a civil lawsuit filed by Gold and the children in May 2003. The lawsuit, which alleged fraud among the causes of action, contended that Bren withdrew promised emotional and financial support for their children, a daughter, now 17, and a son, now 14.

Gold said in Los Angeles County Superior Court that Bren cajoled her into private support arrangements after the children were born as a way to keep the matter out of court, and then four years ago reneged on his promises. Bren has vigorously denied the allegations.

The case reaches far beyond the details of Bren’s wealth into the much-litigated area of wealthy people attempting to protect their financial privacy in court.

[That child support lawsuit was from one of the women he did not marry and was still in the news five years later, I see…she was 23 years his junior, the relationship began in 1984, etc., and they had four written agreements between 1988 and 1996, he thought she was using contraception, etc.  (“Mother of Bren’s kids:  He Misled me.” Aug. 20, 2010 by Orange County Register staff and news sources, updated in 2013.)

Wedding article on (32-yr old) Brigitte Muller (Billionaire developer weds, May 14, 1998, LA Times) (courtesy a google search on the bride) to then 66-year old Bren provides more specific details on the other partners helping buy the Irvine Company, and for how much, after which Bren bought out his partners for $518M in “the largest private real estate deal in history.”). It also referred to his father as a “real estate mogul.”  It also shows him fund-raising for the GOP.

An enigmatic former Marine and close friend of Gov. Pete Wilson, Bren is the oldest son of the late Milton Bren, a Hollywood movie producer and real estate mogul. Bren’s mother, Marion, married steel distribution magnate Earle M. Jorgensen. The two families shared in the young Bren’s upbringing and he has recalled his childhood as “demanding.”… [para. on Mission Viejo development, then..]

In 1977, Bren joined a group of prominent investors that included shopping center mogul Al Traubman, industrialists Max Fisher and Henry Ford II and New York financier Herbert Allen Sr.** to acquire the Irvine Co. for $337.4 million.

In 1983, Bren bought out his partners for $518 million in what then was one of the largest private real estate deals in U.S. history.


Henry Allen, Sr. financier (basic Google search); he died at age 88 in 1997:

Herbert Allen, Sr., an early specialist in corporate takeovers (Jan. 23, 1997 by Leslie Eaton in The New York Times).

Herbert Allen Sr., the financier who with his brother Charles engineered some of the earliest corporate takeovers by Wall Street firms, died on Saturday at his home in Manhattan. He was 88.

Mr. Allen, who dropped out of high school to become a stock trader, soon joined the investment firm his brother founded, Allen & Company, where he was a partner for more than 55 years.

He also served for a year as chairman of another concern known as Allen & Company, an investment banking firm that has been run by his son, Herbert A. Allen, since 1965. In recent years, Allen & Company has helped put together some of the biggest deals in the media and entertainment industry, including Seagram’s purchase of MCA Inc. and Sony’s purchase of Columbia Pictures. ….in 1956 he became chairman of Benguet Consolidated, which mined gold and chrome in the Philippines. Although he had acquired control of Benguet ”almost by accident” when he was trading the company’s stock, his son said, Mr. Allen fought off a takeover effort by dissident shareholders in 1962.

Sure…it was an accident…Here’s son  Herbert Allen, Jr. (Forbes) (current) showing $1.5B net worth, and in part how it happened:

Herbert “Herb” Allen controls boutique investment bank Allen & Co., which has had a hand in virtually every major tech IPO of the last decade, including Twitter, Groupon, Facebook, and LinkedIn. Allen & Co. traditionally specialized in media investments but recently has focused more on tech companies. Founded as an investment partnership in 1922 by Allen’s uncle Charles, Allen was named president of the firm’s nascent underwriting business in 1966 at the age of 26. In the summer of 1982 Allen & Co. sold Columbia Pictures to the Coca-Cola Company. He is still the largest known individual holder of Coca-Cola stock. His 12 million shares are worth about a half billion dollars. Allen hosts some of America’s most important people at his firm’s annual conference in Sun Valley, Idaho. Past attendees include billionaires Bill Gates, Mark Zuckerberg, Rupert Murdoch, Eric Schmidt and Sheryl Sandberg

And grandson, Herbert Allen, III, how’s he doing?  Well, took over Allen & Co. in 2012 (after Yale?) married to public-interest lawyer and Puerto Rico native Monica de la Torre (the wealthy need to keep at least ONE lawyer in the family, if not sending someone to Yale (or Harvard) law school, marry a lawyer maybe…) and President of US-Mexico Foundation (“cite-needed” per Wiki):


…Allen & Company was one of the first in the industry to specialize in corporate takeovers.[2] He has three siblings: Charles, Leslie, and Christie.[1] His parents later divorced and his father remarried Broadway dancer Ann Reinking.[1] Allen graduated from Yale University. He took over Allen & Company in 2002 and is President and Chief Executive Officer of Allen & Company.[3]

In October 2012, Vanity Fair ranked him number 18 in their list of The New Establishment.[4] (broken link)

Back to the Bren Family, here’s how the billionaire’s son (or one of them, Steven) treats the state of California when it comes to paying the Franchise taxes, judging by three articles in three different years in the OC (Orange County) Register, all three articles labeled “by Matt Coker.”  Then again, we can see he was basically abandoned, with older brother and their mother (Wife#1) shortly after birth in 1960, became a Nascar racer, tried his hand at other things including some of what Dad was into, ends up facing not just bankruptcy, but also criminal court regarding domestic violence, dissuading a witness, and drug abuse; some of these relating to his (the son’s) model wife…

I screen-printed the image of three articles, including the full link to each (catch it while you can’ these don’t always stick around), and made viewable full-size.

OCWeekly 3 articles on Steven Bren (son of IrvineCo billionaire Chairman) Tax Delinquencies (another window into how future or current billionaires treat their ex-wives and kids) Screen

I noticed in some of the articles individuals that made it onto this blog (Halsey Minor and divorce, Scott DeKrai’s (article #2, explains). (Halsey Minor came up as a board member or donor to a court-connected parent-education group Kids Turn (probably to Kids’ Turn San Diego).  My 10/24/2011 post has 4 references to his name:

First published Oct. 24, 2011, I would consider Let’s Get Honest about “Kids’ Turn” and Judges’ Profit.. among key posts early in the blog (from a 2017 perspective).

Update (Feb. 2016) on Halsey Minor:  everyone loves a comeback story I guess.

BELOW HERE ON THIS POST IS MISCELLANEOUS (or a Story with a Moral?) about HALSEY MINOR, except a second link to the OCWeekly article above at the bottom.

The incredible story of CNET’s founder: He beat bankruptcy, now he wants to beat the banks [in “TNW” (TheNextWeb.com)]

That very long and interesting — as to history of on-line media, the internet and some of his startups — has a brief blip about problems surrounding his (2006) divorce and having never known his father; somehow after hitting the cover of Forbes (1998) he became more curious about him, only to discover he’d committed suicide.  Or, see article.  Also, while his passion was computers, he still went back to investment banking (Merrill Lynch) for at least some work while working the startups.  His bankruptcy and divorce were, however, depressing.  There is one son (named after himself) listed.

How Halsey Minor Blew Tech Fortune on Way to Bankruptcy

Good grief, and here’s the Virginia Mansion (same article) which starts to show a certain pattern:

Virginia Mansion

After years of technology investing, Minor embraced real estate. In February 2008, Minor bought the Carter’s Grove Plantation from Virginia’s Colonial Williamsburg Foundation for $15.3 million. The 400-plus acre estate, with a mile of frontage on the James River, was at one time a museum. Its 12-bedroom Georgian mansion was built for Carter Burwell, a scion of one of the richest families in colonial Virginia, in the 1750s. Architect magazine said Minor planned to raise racehorses on the property.

Carter’s Grove filed for bankruptcy protection in San Francisco in 2011, according to Minor’s petition. The case later was transferred to the Eastern District of Virginia. Minor put Minor Family Hotels LLC into bankruptcy in 2010 and the case is pending in the Western District of Virginia, according to court papers.

Creditors listed in the Los Angeles filing include Sotheby’s, Colonial Williamsburg Foundation, Ship Art International and AVN Air LLC, as well as several law firms …

Minor is a graduate of the University of Virginia with a degree in anthropology. He grew up in Charlottesville and attended Woodberry Forest School, a private, all-male boarding school in Woodberry Forest, Virginia

Here he is again in Sept. 2016, into VR and “Live Planet.”  The article concludes with two sets of facts, and now he somehow has 7 children and a new (?) wife (age: 51):


Halsey Minor
Age: 51
Birthplace: Charlottesville, Virginia
Position: CEO and founder, Live Planet; founder and chairman, Uphold
Previous jobs: Co-founder, CEO, CNET; founder, Snap, which became NBCi; early investor, Grand Central, which became Google Voice; early investor, former board member, Salesforce.com; founder, Vignette
Education: Bachelor of arts in anthropology, University of Virginia
Family: Married with seven children, ages 3 to 19
Residence: Los Angeles
Other interests: Spending time with his family. “I have seven kids, so my life as a parent trumps my doing anything else.”

Five things about Halsey Minor
1. Never met his father.
2. Built a kind of intranet for Merrill Lynch in 1990 using Asymetrix ToolBook, a Windows program developed by Microsoft co-founder Paul Allen that was similar to HyperCard, which Apple developed for the Mac.
3. Met his wife in the middle of Los Angeles’ La Cienega Boulevard.
4. Built CNET from scratch into a Nasdaq 100 company.
5. Owned a pony named Target with a perfect ring around his rear end

Halsey McLean Minor, Jr. committed suicide at age 18, on July 29, 2016?  There’s a fund-raising site in his memory with a single paragraph only, at the American Foundation for Suicide Prevention.

Mackie was afflicted with severe clinical depression.  He lost his battle on July 29, 2016.  He was only 18 years old.  His young life was cut short by this horrible disase.  To honor his memory and prolong his legacy he would want to help others that can possibly be saved.

AFSP — address is 120 Wall Street 29th Floor, NYC, entity started in 1987, a Delaware Corporation, says it has chapters in all 50 states, and says on latest return that $19.9M (out of $22.9M Contributions) was raised through “Fundraising.” (see also list of 5 of 8 highest paid contractors below for:  Event Marketing, Event Productions, Printing & Fulfillment, Event T-Shirts and On-line Marketing):  (Total Results: 3, Search Again):

American Foundation for Suicide Prevention NY 2015 990 58 $14,109,217.00 13-3393329
American Foundation for Suicide Prevention NY 2014 990 63 $10,797,883.00 13-3393329
American Foundation for Suicide Prevention NY 2013 990 51 $8,991,425.00 13-3393329

AFSP (AmerFndtnSuicidePreventn @120WallSt NYC, EIN# 13-3393329) fr FY2014 (YE2015) Section VIIB – VIII Line c) Screen Shot 2017-03-26 at 6.22PM



Having topped the list of the Top 500 Delinquent Taxpayers in California in 2013, Minor soon thereafter filed for Chapter 7 bankruptcy, listing liabilities of $50 million to $100 million and assets of $10 million to $50 million, including the home.

Meanwhile, the $20M SF mansion modeled after Versailles he bought in 2007, listed for $25M, finally sold for $10M less ($4M less than paid for it…)
July 15, 2016, SocketSite(™) “Halsey Minor’s $20M Mansion sells for $4M less
Purchased for $20 million in 2007 and on the market since 2012 when listed for five million more, Halsey Minor’s 18,000-square-foot Presidio Heights mansion at 3800 Washington Street, which was modeled after Le Petit Trianon in Versailles France, has finally re-sold for $15.75 million.

Seriously? ???



In general, the writer Matt Coker reminds us that among the top state franchise tax delinquents are several “mega developers”….

OCWeekly 3 articles on Steven Bren (son of IrvineCo billionaire Chairman) Tax Delinquencies (another window into how future or current billionaires treat their ex-wives and kids) Screen



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  1. daveyone1

    May 12, 2017 at 12:36 pm

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