WILLISON FAM CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: WILLISON FAM CHARITABLE FOUNDATION (EIN 95-4608751)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-05-10
IRS object ID: 202101309349102405
Schema version: 2020v4.1
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
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-10T15:50:53-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	953309779	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GURSEY SCHNEIDER LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1888 CENTURY PARK E 900	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90067	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	954608751	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WILLISON FAMILY CHARITABLE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WILL	BusinessNameControlTxt
Phone	3104545143	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10601 WILSHIRE BLVD 1004	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90024	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GRETCHEN WILLISON	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3104545143	PhoneNum
Signature	2021-05-06	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	GRETCHEN	PersonFirstNm
Person Last	WILLISON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	NAZ AFSHAR	PreparerPersonNm
PTIN	P00441843	PTIN
Phone	3105520960	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$530,406	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$101,040	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$8,160	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$8,160	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$76,424	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$166,136	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$76,424	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$185,624	TotalRevAndExpnssAmt
Total Net Invst Incm	$84,584	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	$2,444	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,444	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,616	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$1,616	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$83	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$83	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,143	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,143	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$155,800	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$155,800	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$159,943	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,143	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$155,800	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$25,681	ExcessRevenueOverExpensesAmt
Net Investment Income	$80,441	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$10,942	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$5,691	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$5,691	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$288,259	CorporateStockBOYAmt
Corporate Stock EOY	$319,191	CorporateStockEOYAmt
Corporate Stock EOYFMV	$524,715	CorporateStockEOYFMVAmt
Total Assets BOY	$299,201	TotalAssetsBOYAmt
Total Assets EOY	$324,882	TotalAssetsEOYAmt
Total Assets EOYFMV	$530,406	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$276,082	CapitalStockBOYAmt
Capital Stock EOY	$276,082	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$23,119	RetainedEarningBOYAmt
Retained Earning EOY	$48,800	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$299,201	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$324,882	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$299,201	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$324,882	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$299,201	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$25,681	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$324,882	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$324,882	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS #3552 - PUBLICLY TRADED SECURITIES	P	$11,104	$11,111	-$7	-$7
UBS #3552 - PUBLICLY TRADED SECURITIES	P	$60,914	$51,173	$9,741	$9,741
UBS #3052 - PUBLICLY TRADED SECURITIES	P	$94,080	$27,428	$66,652	$66,652
CAPITAL GAINS DIVIDENDS	P	$38		$38	$38

Field	Value	IRS element (for citing)
Capital Gain Net Income	$76,424	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,118	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,118	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,118	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,000	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	$1,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$118	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	BRUCE GRETCHEN WILLISON	IndividualWithBooksNm
Phone	3104545143	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	10601 WILSHIRE BLVD 1004	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90024	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	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
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 (2 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
BRUCE G WILLISON
10601 WILSHIRE BLVD 1004	LOS ANGELES	CA	90024	TRUSTEE	0.00	$0	$0	$0
GRETCHEN A WILLISON
10601 WILSHIRE BLVD 1004	LOS ANGELES	CA	90024	TRUSTEE	0.00	$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	$328,938	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$16,820	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$345,758	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$345,758	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$5,186	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$340,572	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$17,029	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$17,029	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,118	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,118	TotalTaxAmt
Distributable Before Adj	$15,911	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$15,911	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$15,911	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$155,800	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$155,800	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$155,800	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$15,911	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$32,404	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$99,329	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$162,281	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$143,401	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$137,491	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$574,906	TotalExcessDistributionCyovAmt
Qualifying Distributions	$155,800	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$15,911	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$139,889	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$714,795	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	$32,404	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$682,391	ExcessDistriCyovToNextYrAmt
Excess From Year4	$99,329	ExcessFromYear4Amt
Excess From Year3	$162,281	ExcessFromYear3Amt
Excess From Year2	$143,401	ExcessFromYear2Amt
Excess From Year1	$137,491	ExcessFromYear1Amt
Excess From Current Year	$139,889	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	BRUCE G WILLISON	ContributingManagerNm
Contributing Manager	GRETCHEN A WILLISON	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ADOPT A WARRIOR MASTERS PROGRAM
17291 IRVINE BLVD STE 345	IRVINE	CA	92780	N/A	PUBLIC	GENERAL FUNDING	$2,000
ALLIANCE COLLEGE READY PUBLIC SCHOOLS
601 S FIGUEROA ST 4TH FLOOR	LOS ANGELES	CA	90017	N/A	PUBLIC	GENERAL FUNDING	$1,500
ARCHDIOCESE OF LOS ANGELES
3424 WILSHIRE BLVD	LOS ANGELES	CA	90010	N/A	PUBLIC	GENERAL FUNDING	$41,000
CENTRAL CATHOLIC HIGH SCHOOL
2401 SE STARK STREET	PORTLAND	OR	97214	N/A	PUBLIC	GENERAL FUNDING	$1,500
HIGH DESERT MUSEUM
59800 SO HIGHWAY 97	BEND	OR	97702	N/A	PUBLIC	GENERAL FUNDING	$2,000
INTERNATIONAL MEDICAL CORP
12400 WILSHIRE BLVD SUITE 1500	SANTA MONICA	CA	90025	N/A	PUBLIC	GENERAL FUNDING	$1,000
LOS ANGELES REGIONAL FOOD BANK
1734 E 41ST STREET	LOS ANGELES	CA	90058	N/A	PUBLIC	GENERAL FUNDING	$5,000
MURALS IN LOS ANGELES
4804 LAUREL CANYON BLVD 104	VALLEY VILLAGE	CA	91607	N/A	PUBLIC	GENERAL FUNDING	$500
SAINT TERESITA - CARMELITE SISTERS
819 BUENA VISTA STREET	DUARTE	CA	91010	N/A	PUBLIC	GENERAL FUNDING	$1,000
ST JOHN'S HEALTH CENTER FOUNDATION
2121 SANTA MONICA BLVD	SANTA MONICA	CA	90404	N/A	PUBLIC	GENERAL FUNDING	$50,000
ST MONICA CATHOLIC COMMUNITY
725 CALIFORNIA AVENUE	SANTA MONICA	CA	90403	N/A	PUBLIC	GENERAL FUNDING	$7,000
UCLA FOUNDATION- WOODEN ATHLETIC FUND
PO BOX 24004	LOS ANGELES	CA	90024	N/A	PUBLIC	GENERAL FUNDING	$4,800
UNITED WAY OF GREATER LOS ANGELES
1150 S OLIVE STREET SUITE T-500	LOS ANGELES	CA	90015	N/A	PUBLIC	GENERAL FUNDING	$37,500
SANTA MONICA ALTERNATIVE SCHOOL HOUSE
2525 5TH ST	SANTA MONICA	CA	90405	N/A	PUBLIC	GENERAL FUNDING	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$155,800	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$8,160	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$76,424	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$84,584	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$84,584	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRUCE AND GRETCHEN WILLISON	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	10601 WILSHIRE BLVD 1004	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90024	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$101,040	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	6,000 SHARES OF PACIFIC PREMIER BACNORP INC	NoncashPropertyDesc
Fair Market Value	$101,040	FairMarketValueAmt
Received	2020-12-18	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,444	Amt
Net Investment Income	$2,444	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
UBS #3552	$149,107	$208,282
UBS #3052	$170,084	$316,433

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ADVISORY FEES	CategoryTxt
Amt	$1,616	Amt
Net Investment Income	$1,616	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID	$73	$73	$0
FRANCHISE TAX BOARD	$10	$10	$0