BETA

MARIA ALTMANN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MARIA ALTMANN FAMILY FOUNDATION (EIN 27-4739650)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-09-08
IRS object ID
202242519349100314
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-09-08T12:34:02-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN951777440PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREEN HASSON & JANKS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 SOUTH FLOWER STREET SUITE 3300AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274739650EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARIA ALTMANN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARIBusinessNameControlTxt
Phone8182258477PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124009 LAUREL PLACEAddressLine1Txt
CityCALABASASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91302ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP ALTMANNPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8182258477PhoneNum
Signature2022-09-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPHILIPPersonFirstNm
Person LastALTMANNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLIZBETH G NEVAREZPreparerPersonNm
PTINP01399868PTIN
Phone3108731600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$968,563FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,430DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,430DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$72,516NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$349,366GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$72,736CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,066OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$95,015TotalRevAndExpnssAmt
Total Net Invst Incm$94,169TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,815AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,908AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,907AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,561OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,561OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$468TaxesRevAndExpnssAmt
Taxes Net Invst Incm$468TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,994TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,087TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,907TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$96,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$96,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$112,844TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,087TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$99,757TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,829ExcessRevenueOverExpensesAmt
Net Investment Income$81,082NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$23,247SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,784SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,784SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$20AcctRcvblBOYAmt
Corporate Stock BOY$775,770CorporateStockBOYAmt
Corporate Stock EOY$771,724CorporateStockEOYAmt
Corporate Stock EOYFMV$948,779CorporateStockEOYFMVAmt
Total Assets BOY$799,037TotalAssetsBOYAmt
Total Assets EOY$791,508TotalAssetsEOYAmt
Total Assets EOYFMV$968,563TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$799,037RetainedEarningBOYAmt
Retained Earning EOY$791,508RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$799,037TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$791,508TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$799,037TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$791,508TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$799,037TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,829ExcessRevenueOverExpensesAmt
Other Increases$10,300OtherIncreasesAmt
Subtotal$791,508SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$791,508TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALE OF PUBLICLY TRADED SECURITIIES2021-01-012021-12-31$349,366$299,636$49,730$49,730
CAPITAL GAINS DISTRIBUTIONS2021-01-012021-12-31$23,006$23,006P
FieldValueIRS element (for citing)
Capital Gain Net Income$72,736CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,127InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,127SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,127TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$55EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,555TotalPaymentsAndCreditsAmt
Es Penalty$9EsPenaltyAmt
Overpayment$419OverpaymentAmt
Applied To ES Tax$419AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGREEN HASSON JANKS LLPIndividualWithBooksNm
Phone3108736679PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1700 S FLOWER STREET SUITE 3300AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILIP ALTMANN
24009 LAUREL PLACECALABASASCA91302DIRECTOR1.00$0$0$0
JAMES ALTMANN
24009 LAUREL PLACECALABASASCA91302VICE PRESIDENT1.00$0$0$0
MARGIE CRAIN
24009 LAUREL PLACECALABASASCA91302CFO1.00$0$0$0
PETER ALTMANN
24009 LAUREL PLACECALABASASCA91302SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$943,133AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,116AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$960,249TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$960,249AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,404CashDeemedCharitableAmt
Net Vl Noncharitable Assets$945,845NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,292MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,292MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,127TaxBasedOnInvestmentIncomeAmt
Total Tax$1,127TotalTaxAmt
Distributable Before Adj$46,165DistributableBeforeAdjAmt
Recoveries Qualfied Distri$10,300RecoveriesQualfiedDistriAmt
Distributable Before Ded$56,465DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$56,465DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,757ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$99,757QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,465DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$37,765ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$39,586ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$59,785ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$43,908ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,787ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$238,831TotalExcessDistributionCyovAmt
Qualifying Distributions$99,757QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,465AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,292RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$282,123TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$37,765ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$244,358ExcessDistriCyovToNextYrAmt
Excess From Year4$39,586ExcessFromYear4Amt
Excess From Year3$59,785ExcessFromYear3Amt
Excess From Year2$43,908ExcessFromYear2Amt
Excess From Year1$57,787ExcessFromYear1Amt
Excess From Current Year$43,292ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ZONTA CLUB OF HANALEI FOUNDATION
PO BOX 1314HANALEIHI96714PCPROGRAM ACTIVITIES$21,000
BET TZEDEK
3250 WILSHIRE BLVD 13TH FLOORLOS ANGELESCA90010PCPROGRAM ACTIVITIES$10,000
LOS ANGELES OPERA COMPANY
135 N GRAND AVENUELOS ANGELESCA90012PCPROGRAM ACTIVITIES$10,000
MUSIC CENTER SPOTLIGHT
135 NORTH GRAND AVENUELOS ANGELESCA90012PCPROGRAM ACTIVITIES$10,000
UCLA SCHOOL OF THE ARTS & ARCHITECTURE
BROAD ART CENTER ROOM 8260 240LOS ANGELESCA90095PCPROGRAM ACTIVITIES$10,000CHARLES E YOUNG DRIVE NORTH
UNIVERSITY OF SOUTHERN CALIFORNIA - THORNTON SCHOOL OF MUSIC
840 W 34TH STLOS ANGELESCA90089PCPROGRAM ACTIVITIES$10,000
UCLA MATTEL'S CHILDREN HOSPITAL
757 WESTWOOD PLAZALOS ANGELESCA90095PCPROGRAM ACTIVITIES$5,000
CENTER DANCE ARTS
135 N GRAND AVENUELOS ANGELESCA90012PCPROGRAM ACTIVITIES$2,500
VIEWPOINT EDUCATIONAL FOUNDATION
23620 MULHOLLAND HWYCALABASASCA91302PCPROGRAM ACTIVITIES$2,500
DOCTORS WITHOUT BORDERS USA INC
333 SEVENTH AVENUE SUITE 2ND FLNEW YORKNY10001PCPROGRAM ACTIVITIES$1,000
OHANA OASIS INC
PO BOX 758KILAUEAHI96754PCPROGRAM ACTIVITIES$1,000
SECOND CITY CHAMBER SERIES
PO BOX 7879TACOMAWA98417PCPROGRAM ACTIVITIES$1,000
UNIVERSITY OF PUGET SOUND
1500 N WARNER ST CMB 1075TACOMAWA98416PCPROGRAM ACTIVITIES$1,000
AID NW
621 TACOMA AVE S SUITE 315TACOMAWA98402PCPROGRAM ACTIVITIES$500
BADGE2BADGE
17404 VENTURA BLVD 2ND FLOORENCINOCA91316PCPROGRAM ACTIVITIES$500
CITIZENS FOR A HEALTHY BAY
535 DOCK ST 213TACOMAWA98402PCPROGRAM ACTIVITIES$500
PLANNED PARENTHOOD
400 WEST 30TH STREETLOS ANGELESCA90007PCPROGRAM ACTIVITIES$500
TACOMA COMMUNITY BOAT BUILDERS
1120 EAST D STTACOMAWA98421PCPROGRAM ACTIVITIES$500
TACOMA OPERA
47 ST HELENS AVENUE SUITE 201TACOMAWA98402PCPROGRAM ACTIVITIES$500
UNICEF
125 MAIDEN LANENEW YORKNY10038PCPROGRAM ACTIVITIES$500
GREENPEACE INC
702 H STREET NW NO 300WASHINGTONDC20001PCPROGRAM ACTIVITIES$250
KBTC ASSOCIATION - KBTC PUBLIC TELEVISION
PO BOX 11024TACOMAWA98411PCPROGRAM ACTIVITIES$200
KCTS TELEVISION
401 MERCER STREETSEATTLEWA98109PCPROGRAM ACTIVITIES$200
KNKX
2601 4TH AVE STE 150SEATTLEWA98121PCPROGRAM ACTIVITIES$200
AMERICAN CIVIL LIBERTIES
1313 WEST 8TH STREETLOS ANGELESCA90017PCPROGRAM ACTIVITIES$100
EPIC
145 G STREETARCATACA95521PCPROGRAM ACTIVITIES$100
GIG HARBOR BOAT SHOP
3805 HARBORVIEW DRIVEGIG HARBORWA98332PCPROGRAM ACTIVITIES$100
GRAND TACOMA CINEMA CLUB
606 FAWCETT AVENUETACOMAWA98402PCPROGRAM ACTIVITIES$100
MARY BRIDGE CHILDREN'S FOUNDATION
PO BOX 5296TACOMAWA98415PCPROGRAM ACTIVITIES$100
THE AMERICAN FOUNDATION OF THE UNIVERSITY OF BRITISH COLUMBIA
1030 15TH ST STE 155WASHINGTONDC20005PCPROGRAM ACTIVITIES$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$96,850TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,430ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$72,516ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion01ExclusionCd
Exclusion$1,066ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$95,015ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$95,015TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,815Amt
Net Investment Income$2,908NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,907DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPS SMITH SHORT DURATION BD FD CL INSTL 3578 SHARES$37,930$37,640
ALPS SMITH TOTAL RETURN BOND FUND CL I 6584 SHARES$72,707$73,673
AMER FUNDS AMCAP FUND CL F2 929 SHARES$29,867$42,686
AMERICAN EURO PACIFIC GROWTH FUND CL F2 830 SHARES$42,560$53,608
AMERICAN WASHINGTON MUTUAL INV FD CL F2 727 SHARES$33,178$43,952
ARISTOTLE/SAUL GLOBAL EQUITY FUND CL I 620 SHARES$7,528$10,253
ARTISAN HIGH INCOME FUJND ADV CL 2269 SHARES$21,245$22,647
BARON REAL ESTATE FUND CLASS INSTL 375 SHARES$11,636$15,512
COLUMBIA TOTAL RETURN 1733 SHARES$65,443$64,629
EATON VANCE RCHRD BRSTN EQUITY STRATGY FD CL I 1690 SHARES$26,687$32,692
FULLER & THALER BEHVRL SMALL-CAP EQ FD CL INSTL 744 SHARES$23,059$28,154
HOTCHKIS & WILEY VALUE OPPORTUNITIES FD CL I 1092 SHARES$29,727$38,385
ISH TR CORE DIVID GROWTH ETF 534 SHARES$17,643$29,696
KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS 1593 SHARES$20,497$22,224
MORGAN STANLEY INSTL FD INC GROWTH PORT 322 SHARES$22,562$23,914
PIMCO DIVERSIFIED INCOME FUND CL I2 7 SHARES$77$76
PIMCO INCOME FUND CL I2 3.91% 3230 SHARES$38,597$38,565
PUTNAM MORTGAGE SECURITIES FUND Y 1193 SHARES$14,408$13,455
PUTMAN ULTRA SHORT DURATION INCOME FUND 1083 SHARES$10,874$10,905
SHENKMAN CPTL SHORT 2519 SHARES$25,337$25,311
SPDR GOLD TRUST 226 SHARES$28,802$38,637
VANGUARD DIVIDEND APPRECIATION ETF 174 SHARES$17,602$29,893
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND 311 SHARES$18,045$26,566
VANGUARD TOTAL INTL STK ETF 1186 SHARES$62,164$75,396
VANGUARD TOTAL STK MKT EFT 497 SHARES$61,753$106,945
VICTORY TRIVALENT INTL 790 SHARES$14,193$13,302
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 456 SHARES$17,603$30,063

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT BANK FEES - EMA ANNUAL FEEDesc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt
Net Investment Income$150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$1,066RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,066AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescGRANT REFUNDSDesc
Amt$10,300Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT BANK FEES - PIA ADVISORY FEECategoryTxt
Amt$9,561Amt
Net Investment Income$9,561NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHOLDINGSCategoryTxt
Amt$468Amt
Net Investment Income$468NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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