MARIA ALTMANN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARIA ALTMANN FAMILY FOUNDATION (EIN 27-4739650)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-07
- IRS object ID
- 202521889349100812
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-07T12:50:05-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274739650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARIA ALTMANN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 8182258477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24009 LAUREL PLACE | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP ALTMANN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8182258477 | PhoneNum |
| Signature | 2025-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2025-06-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $630,550 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,338 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,338 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,631 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,425 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $370,507 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,653 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,622 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,296 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,648 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,648 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,263 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,263 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $746 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $246 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,367 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,648 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,367 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,248 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,255 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,382 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,722 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $589,219 | CorporateStockBOYAmt |
| Corporate Stock EOY | $548,090 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $615,767 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $32 | OtherAssetsBOYAmt |
| Other Assets EOY | $61 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $61 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $592,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $562,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $630,550 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $17,507 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,507 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $592,633 | RetainedEarningBOYAmt |
| Retained Earning EOY | $545,366 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $592,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $545,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $592,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $562,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $592,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,267 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $545,366 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $545,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | 2024-01-01 | 2024-12-31 | $370,507 | $336,337 | $34,170 | $34,170 |
| CAPITAL GAINS DISTRIBUTIONS | P | 2024-01-01 | 2024-12-31 | $7,453 | $7,453 | ||
| NONDIVIDEND DISTRIBUTIONS | P | 2024-01-01 | 2024-12-31 | $30 | $30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,653 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $699 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $699 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $699 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $312 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $312 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $395 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GREEN HASSON JANKS LLP | IndividualWithBooksNm |
| Phone | 3108736679 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PHILIP ALTMANN | ||||||||
| 24009 LAUREL PLACE | CALABASAS | CA | 91302 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES ALTMANN | ||||||||
| 24009 LAUREL PLACE | CALABASAS | CA | 91302 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARGIE CRAIN | ||||||||
| 24009 LAUREL PLACE | CALABASAS | CA | 91302 | CFO | 1.00 | $0 | $0 | $0 |
| PETER ALTMANN | ||||||||
| 24009 LAUREL PLACE | CALABASAS | CA | 91302 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $600,845 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,843 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $633,688 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $633,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,505 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $624,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $699 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $699 | TotalTaxAmt |
| Distributable Before Adj | $30,510 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,510 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,510 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,248 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $97,248 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,510 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,908 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,787 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,292 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $87,678 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $80,727 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $313,392 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,248 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,510 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,738 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $380,130 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $43,908 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $336,222 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,787 | ExcessFromYear4Amt |
| Excess From Year3 | $43,292 | ExcessFromYear3Amt |
| Excess From Year2 | $87,678 | ExcessFromYear2Amt |
| Excess From Year1 | $80,727 | ExcessFromYear1Amt |
| Excess From Current Year | $66,738 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE UCLA FOUNDATION | ||||||
| 10920 WILSHIRE BOULEVARD SUITE 900 | LOS ANGELES | CA | 900246519 | PC | PROGRAM ACTIVITIES | $15,000 |
| ZONTA CLUB OF HANALEI FOUNDATION | ||||||
| PO BOX 1314 | HANALEI | HI | 96714 | PC | PROGRAM ACTIVITIES | $11,000 |
| BET TZEDEK THE HOUSE OF JUSTICE | ||||||
| 3250 WILSHIRE BLVD STE 1300 | LOS ANGELES | CA | 90010 | PC | PROGRAM ACTIVITIES | $10,000 |
| LA OPERA | ||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | PC | PROGRAM ACTIVITIES | $10,000 |
| THE MUSIC CENTER SPOTLIGHT | ||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | PROGRAM ACTIVITIES | $10,000 |
| USC THORNTON SCHOOL OF MUSIC | ||||||
| 840 W 34TH ST | LOS ANGELES | CA | 90089 | PC | PROGRAM ACTIVITIES | $10,000 |
| SBV WATER POLO CLUB | ||||||
| 310 S EVERGREEN DR | VENTURA | CA | 93003 | PC | PROGRAM ACTIVITIES | $6,000 |
| VIEWPOINT EDUCATIONAL FOUNDATION | ||||||
| 23620 MULHOLLAND HWY | CALABASAS | CA | 91302 | PC | PROGRAM ACTIVITIES | $5,000 |
| TACOMA COMMUNITY BOAT BUILDERS | ||||||
| 1120 EAST D ST | TACOMA | WA | 98421 | PC | PROGRAM ACTIVITIES | $4,300 |
| FOSS WATERWAY SEAPORT | ||||||
| 705 DOCK STREET | TACOMA | WA | 98402 | PC | PROGRAM ACTIVITIES | $1,800 |
| SECOND CITY CHAMBER SERIES | ||||||
| PO BOX 7879 | TACOMA | WA | 98417 | PC | PROGRAM ACTIVITIES | $1,500 |
| GRAND TACOMA CINE CLUB | ||||||
| 606 FAWCETT AVENUE | TACOMA | WA | 98402 | PC | PROGRAM ACTIVITIES | $600 |
| TACOMA HISTORICAL SOCIETY | ||||||
| PO BOX 1865 | TACOMA | WA | 98401 | PC | PROGRAM ACTIVITIES | $600 |
| SAVE | ||||||
| 1010 ROUTE 601 | SKILLMAN | NJ | 08558 | PC | PROGRAM ACTIVITIES | $550 |
| COMMUNITIES FOR A HEALTHY BAY | ||||||
| 535 DOCK ST 213 | TACOMA | WA | 98402 | PC | PROGRAM ACTIVITIES | $500 |
| DOCTORS WITHOUT BORDERS USA INC | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | PC | PROGRAM ACTIVITIES | $500 |
| TACOMA OPERA | ||||||
| 2661 N PEARL ST | TACOMA | WA | 98407 | PC | PROGRAM ACTIVITIES | $500 |
| UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | PROGRAM ACTIVITIES | $500 |
| AID NW | ||||||
| 1915 S SHERIDAN AVE | TACOMA | WA | 98405 | PC | PROGRAM ACTIVITIES | $300 |
| GIG HARBOUR BOATSHOP | ||||||
| 3805 HARBORVIEW DRIVE | GIG HARBOR | WA | 98332 | PC | PROGRAM ACTIVITIES | $250 |
| PLANNED PARENTHOOD | ||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | PC | PROGRAM ACTIVITIES | $250 |
| AMNESTY USA | ||||||
| 1624 FRANKLIN ST 418 | OAKLAND | CA | 94612 | PC | PROGRAM ACTIVITIES | $200 |
| EPIC | ||||||
| 145 G STREET A | ARCATA | CA | 95521 | PC | PROGRAM ACTIVITIES | $200 |
| GREENPEACE INC | ||||||
| 702 H STREET NW SUITE 300 | WASHINGTON | DC | 20001 | PC | PROGRAM ACTIVITIES | $200 |
| KBTC ASSOCIATION - KBTC PUBLIC TELEVISION | ||||||
| PO BOX 11024 | TACOMA | WA | 98411 | PC | PROGRAM ACTIVITIES | $200 |
| KCTS 9 TELEVISION | ||||||
| 401 MERCER STREET | SEATTLE | WA | 98109 | PC | PROGRAM ACTIVITIES | $200 |
| KNKX | ||||||
| 930 BROADWAY | TACOMA | WA | 98402 | PC | PROGRAM ACTIVITIES | $200 |
| MARY BRIDGE CHILDREN'S FOUNDATION | ||||||
| PO BOX 5296 | TACOMA | WA | 98415 | PC | PROGRAM ACTIVITIES | $200 |
| NATURAL VILLAGES | ||||||
| PO BOX 2755 | ATASCADERO | CA | 93423 | PC | PROGRAM ACTIVITIES | $200 |
| TURTLE ISLAND RESTORATION NETWORK | ||||||
| PO BOX 370 | FOREST KNOLLS | CA | 94933 | PC | PROGRAM ACTIVITIES | $200 |
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| PO BOX 96259 | WASHINGTON | DC | 20077 | PC | PROGRAM ACTIVITIES | $150 |
| CAPE DECISION LIGHTHOUSE SOCIETY | ||||||
| PO BOX 32575 | JUNEAU | AK | 99801 | PC | PROGRAM ACTIVITIES | $150 |
| TACOMA SUNRISE ROTARY CLUB FOUNDATION | ||||||
| PO BOX 900 | TACOMA | WA | 98401 | PC | PROGRAM ACTIVITIES | $150 |
| GIG HARBOR NOW | ||||||
| PO BOX 546 | GIG HARBOR | WA | 98335 | PC | PROGRAM ACTIVITIES | $100 |
| THE RIPPLE EFFECT INC | ||||||
| 5304 44TH AVE | SPOKANE | WA | 98443 | PC | PROGRAM ACTIVITIES | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,338 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,425 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,448 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,448 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,296 | Amt |
| Net Investment Income | $5,648 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,648 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPS SMITH TOTAL RETURN BOND FUND CL I 5750 SHARES | $59,897 | $54,742 |
| AMER FUNDS AMCAP FUND CL F2 442 SHARES | $15,995 | $19,174 |
| AMERICAN EURO PACIFIC GROWTH FUND CL F2 209 SHARES | $11,882 | $11,182 |
| AMERICAN WASHINGTON MUTUAL INV FD CL F2 305 SHARES | $15,886 | $18,726 |
| ANGEL OAK MULTI STRATEGY 2582 SHARES | $21,679 | $22,183 |
| ARTISAN HIGH INCOME FUJND ADV CL 2612 SHARES | $24,401 | $23,765 |
| BARON REAL ESTATE FUND CLASS INSTL 312 SHARES | $11,931 | $12,509 |
| CAPITAL GROUP GROWTH ETF 457 SHARES | $13,055 | $16,987 |
| CREDIT SUISSE STRATEGIC 1165 SHARES | $11,095 | $11,105 |
| DWS RREEF REAL ASSETS 2153 SHARES | $23,254 | $24,863 |
| EATON VANCE RCHRD BRSTN EQUITY STRATGY FD CL I 1472 SHARES | $25,128 | $26,650 |
| FULLER & THALER BEHVRL SMALL-CAP EQ FD CL INSTL 390 SHARES | $14,658 | $17,562 |
| HOTCHKIS & WILEY VALUE OPPORTUNITIES FD CL I 747 SHARES | $23,196 | $27,911 |
| INVESCO FTSE RAFI DEVELOPED MARKETS EX-US ETF 189 SHARES | $7,303 | $9,051 |
| INVESCO FTSE RAFI EMERGING MARKETS ETF 157 SHARES | $2,669 | $3,215 |
| INVESCO CORE PLUS BOND 5953 SHARES | $55,890 | $54,346 |
| ISH TR CORE DIVID GROWTH ETF 286 SHARES | $11,828 | $17,572 |
| ISHARES TR CORE MSCI 601 SHARES | $32,391 | $39,750 |
| JP MORGAN CORE PLUS BOND 7823 SHARES | $56,606 | $55,623 |
| KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS 1045 SHARES | $13,188 | $11,465 |
| LORD ABBET INCOME FUND 4500 SHARES | $11,027 | $10,844 |
| PIMCO MORTGAGE OPPS AND BOND FD CL I2 972 SHARES | $9,114 | $8,957 |
| VANGUARD TOTAL STK MKT EFT 228 SHARES | $40,554 | $66,136 |
| VANGUARD DIVIDEND APPRECIATION ETF 91 SHARES | $11,460 | $17,738 |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND 203 SHARES | $13,363 | $16,238 |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 216 SHARES | $10,640 | $17,473 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $32 | BOYBookValueAmt |
| EOY Book Value | $61 | EOYBookValueAmt |
| EOYFMV | $61 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT BANK FEES - EMA ANNUAL FEE | Desc |
| Revenue And Expenses Per Books | $210 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $210 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT BANK FEES - PIA ADVISORY FEE | CategoryTxt |
| Amt | $6,263 | Amt |
| Net Investment Income | $6,263 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHOLDINGS | $246 | $246 | $0 |
| EXCISE TAX | $500 | $0 | $0 |
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