BETA

MARIA ALTMANN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MARIA ALTMANN FAMILY FOUNDATION (EIN 27-4739650)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-13
IRS object ID
202102869349100520
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-13T12:35:25-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-10-11SignatureDt
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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$971,999FMVAssetsEOYAmt
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$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,619DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,619DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,732NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$616,039GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,930CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$21OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$53,378TotalRevAndExpnssAmt
Total Net Invst Incm$51,555TotalNetInvstIncmAmt
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$11,710AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,855AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,855AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,927OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,927OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,294TaxesRevAndExpnssAmt
Taxes Net Invst Incm$202TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$210OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$210OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,141TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,194TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,855TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$95,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$95,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$117,991TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,194TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$101,705TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$64,613ExcessRevenueOverExpensesAmt
Net Investment Income$36,361NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,492SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,247SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,247SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$20AcctRcvblAmt
Acct Rcvbl BOY$9AcctRcvblBOYAmt
Acct Rcvbl EOY$20AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$20AcctRcvblEOYFMVAmt
Corporate Stock BOY$853,149CorporateStockBOYAmt
Corporate Stock EOY$775,770CorporateStockEOYAmt
Corporate Stock EOYFMV$948,732CorporateStockEOYFMVAmt
Total Assets BOY$863,650TotalAssetsBOYAmt
Total Assets EOY$799,037TotalAssetsEOYAmt
Total Assets EOYFMV$971,999TotalAssetsEOYFMVAmt
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$863,650RetainedEarningBOYAmt
Retained Earning EOY$799,037RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$863,650TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$799,037TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$863,650TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$799,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$863,650TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$64,613ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$799,037SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$799,037TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALE OF PUBLICLY TRADED STOCK$616,039$589,683$26,356$26,356
CAPITAL GAIN DISTRIBUTIONS$5,574$5,574P
FieldValueIRS element (for citing)
Capital Gain Net Income$31,930CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$505InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$505SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$505TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$560EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$560TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$55OverpaymentAmt
Applied To ES Tax$55AppliedToESTaxAmt
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 Line110990 WILSHIRE BLVD 16TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd
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$875,844AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,141AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$901,985TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$901,985AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,530CashDeemedCharitableAmt
Net Vl Noncharitable Assets$888,455NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,423MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,423MinimumInvestmentReturnAmt
Tax Based On Investment Income$505TaxBasedOnInvestmentIncomeAmt
Total Tax$505TotalTaxAmt
Distributable Before Adj$43,918DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$43,918DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$43,918DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$101,705ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$101,705QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$101,705AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,918DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$69,110ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$37,765ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$39,586ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$59,785ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$43,908ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$250,154TotalExcessDistributionCyovAmt
Qualifying Distributions$101,705QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$43,918AppliedToCurrentYearAmt
Remaining Distri From Corpus$57,787RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$307,941TotalCorpusAmt
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$69,110ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$238,831ExcessDistriCyovToNextYrAmt
Excess From Year4$37,765ExcessFromYear4Amt
Excess From Year3$39,586ExcessFromYear3Amt
Excess From Year2$59,785ExcessFromYear2Amt
Excess From Year1$43,908ExcessFromYear1Amt
Excess From Current Year$57,787ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 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 NORTH 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
THE MAYOR'S FUND
1801 OLYMPIC BLVDLOS ANGELESCA91199PCPROGRAM ACTIVITIES$3,500
SECOND CITY CHAMBER SERIES
PO BOX 7879TACOMAWA98417PCPROGRAM ACTIVITIES$3,000
VIEWPOINT EDUCATIONAL FOUNDATION
23620 MULHOLLAND HWYCALABASASCA91302PCPROGRAM ACTIVITIES$2,500
THE MUSIC CENTER LOS ANGELES
135 N GRAND AVELOS ANGELESCA90012PCPROGRAM ACTIVITIES$2,500
UNIVERSITY OF PUGET SOUND
1500 N WARNER ST CMB 1075TACOMAWA98416PCPROGRAM ACTIVITIES$2,000
CORE
3073 SE GRANDHAVEN STREETPORT ORCHARDWA98367PCPROGRAM ACTIVITIESPROGRAM ACTIVITIES$1,500
DREAM FOUNDATION
1528 CHAPALA STREET SUITE 304SANTA BARBARACA93101PCPROGRAM ACTIVITIES$1,000
DOCTORS WITHOUT BORDERS USA INC
333 SEVENTH AVENUE SUITE 2ND FLNEW YORKNY10001PCPROGRAM ACTIVITIES$1,000
OHANA OASIS INC
PO BOX 758KILAUEAHI96754PCPROGRAM ACTIVITIES$1,000
TACOMA COMMUNITY BOAT BUILDERS
1120 EAST D STTACOMAWA98421PCPROGRAM ACTIVITIES$1,000
TACOMA OPERA
47 ST HELENS AVENUE SUITE 201TACOMAWA98402PCPROGRAM ACTIVITIES$750
LINDA BLAIR WORLDHEART
10061 RIVERSIDE DRIVE 1003TOLUCA LAKECA91602PCPROGRAM ACTIVITIES$600
BADGE2BADGE
17404 VENTURA BLVD 2ND FLOORENCINOCA91316PCPROGRAM ACTIVITIES$500
CITIZENS FOR A HEALTHY BAY
535 DOCK ST 213TACOMAWA98402PCPROGRAM ACTIVITIES$500
KAUAI CONCERT ASSOCIATION
PO BOX 504LIHUEHI96766PCPROGRAM ACTIVITIES$500
GIG HARBOR BOAT SHOP
3805 HARBORVIEW DRIVEGIG HARBORWA98332PCPROGRAM ACTIVITIES$500
AID NW
621 TACOMA AVE S SUITE 315TACOMAWA98402PCPROGRAM ACTIVITIES$350
CHRISTOPHER HILLS FOUNDATION
PO BOX 1509MAKAWAOHI96768PCPROGRAM ACTIVITIES$300
GREENPEACE INC
702 H STREET NW NO 300WASHINGTONDC20001PCPROGRAM ACTIVITIES$300
RIPPLE EFFECT INC
1905 E 13TH AVESPOKANEWA99202PCPROGRAM ACTIVITIES$300
PLANNED PARENTHOOD
400 WEST 30TH STREETLOS ANGELESCA90007PCPROGRAM 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
GRAND TACOMA CINEMA CLUB
606 FAWCETT AVENUETACOMAWA98402PCPROGRAM ACTIVITIES$100
MARY BRIDGE CHILDREN'S FOUNDATION
PO BOX 5296TACOMAWA98415PCPROGRAM ACTIVITIES$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$95,850TotalGrantOrContriPdDurYrAmt
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$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,619ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$33,732ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion$21ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$53,378ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,378TotalIncomeProducingActyAmt

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$11,710Amt
Net Investment Income$5,855NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,855DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMER FUNDS AMCAP FUND CL F2 1015 SHARES$31,502$40,036
AMERICAN WASHINGTON MUTUAL INV FD CL F2 1.82% 851 SHARES$33,688$38,018
AMERICAN EURO PACIFIC GROWTH FUND CL F2 800 SHARES$39,048$55,303
ARISTOTLE/SAUL GLOBAL EQUITY FUND CL I 757 SHARES$9,055$10,735
EATON VANCE RCHRD BRSTN EQUITY STRATGY FD CL I 1914 SHARES$30,205$35,676
FULLER & THALER BEHVRL SMALL-CAP EQ FD CL INSTL 417 SHARES$10,492$12,514
HOTCHKIS & WILEY VALUE OPPORTUNITIES FD CL I 1,279 SHARES$32,699$38,089
ISH TR CORE DIVID GROWTH ETF 789 SHARES$25,015$35,351
KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS 850 SHARES$8,183$11,101
PGIM TOTAL RETURN BOND FUND CL Z 5422 SHARES$78,844$81,814
PIMCO DIVERSIFIED INCOME FUND CL I2 2458 SHARES$28,020$28,069
PUTMAN ULTRA SHORT DURATION INCOME FUND 1009 SHARES$10,118$10,187
PUTNAM INCOME FUND CL Y 2843 SHARES$20,029$20,981
SPDR GOLD TRUST 210 SHARES$25,359$37,456
VANGUARD DIVIDEND APPRECIATION ETF 248 SHARES$23,943$35,009
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND 439 SHARES$25,947$35,730
VANGUARD TOTAL INTL STK ETF 1042 SHARES$50,483$62,689
VANGUARD TOTAL STK MKT EFT 497 SHARES$59,398$96,681
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 652 SHARES$23,861$35,176
VANGUARD TOTAL BOND MKT 369 SHARES$29,734$32,542
ALPS SMITH SHORT DURATION BD FD CL INSTL 2641 SHARES$28,020$28,046
ALPS SMITH TOTAL RETURN BOND FUND CL I 8121 SHARES$89,452$93,316
MORGAN STANLEY INSTL FD INC GROWTH PORT 285 SHARES$19,150$26,112
BARON REAL ESTATE FUND CLASS INSTL 301 SHARES$8,349$10,852
PIMCO GNMA & GOVERNMENT SECS FUND CL I2 1612 SHARES$18,379$18,475
ARTISAN HIGH INCOME FUJND ADV CL 1855 SHARES$16,797$18,774

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT BANK FEES - EMA ANNUAL FEEDesc
Revenue And Expenses Per Books$210RevenueAndExpensesPerBooksAmt
Net Investment Income$210NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$21RevenueAndExpensesPerBooksAmt
Adjusted Net Income$21AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT BANK FEES - PIA ADVISORY FEECategoryTxt
Amt$8,927Amt
Net Investment Income$8,927NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHOLDINGS$202$202$0
EXCISE TAX$1,092$0$0

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