2020-10-15T22:38:12-05:00 2019-12-31 562345716 HOAG & ROBI INC 2660 TOWNSGATE ROAD STE 330 WESTLAKE VILLAGE CA 91361 990PF 2019-01-01 956967787 ALICE C TYLER PERPETUAL TRUST ATTN ANDERS BROWN CHAIRMAN ALIC 2066698452 2431 WARREN AVENUE NORTH SEATTLE WA 98109 ANDERS BROWN CHAIRMAN 2066698452 2020-10-01 1 KELLY R WILSON P00104951 8054948414 2020-10-01 71.165.173.16 2020-10-01 16:17:15 PD P A32C1766180D51D6E1378989466BE5E4E630454B A32C1766180D51D6E1378989466BE5E4E630454B 2019 2021-04-22 16:20:28Z X 12638723 X X 231022 227218 2276433 5256580 2276433 2507455 2503651 62000 6200 55800 8530 2559 5971 85726 50145 35580 48720 0 0 24426 5082 19345 14621 3656 10965 244023 67642 127661 236500 236500 480523 67642 364161 2026932 2436009 1 672917 1329145 1329145 13198 3643 3643 4963426 6264495 7835671 3314665 3424534 3470264 8964207 11021817 12638723 0 30678 0 30678 X 0 0 0 0 8964207 10991139 8964207 10991139 8964207 11021817 8964207 2026932 0 10991139 0 10991139 PUBLICLY TRADED SECURITIES - ST 319044 319614 -570 -570 PUBLICLY TRADED SECURITIES - LT REPORTED 4306176 2518825 1787351 1787351 PUBLICLY TRADED SECURITIES - LT NOT REPORTED 597232 141708 455524 455524 CAPITAL GAINS DIVIDENDS P 34128 34128 34128 2276433 0 604622 11194025 0.054013 539738 10658401 0.050640 480330 9749570 0.049267 615479 10273271 0.059911 449288 10444418 0.043017 0.256848 0.051370 11392837 585250 24360 609610 364161 48720 0 48720 0 48720 18042 0 0 18042 0 30678 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 ACTPERPETUALTRUST.ORG HOAG ROBI INC 8054948414 2660 TOWNSGATE ROAD SUITE 330 WESTLAKE VILLAGE CA 91361 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTHA APPELLO 113 RIDGEVIEW LANE BLDG 4 MT ARLINGTON NJ 07856 TRUSTEE 1.00 6250 0 0 DR PAUL H BARBER 2046 GLENDON AVENUE LOS ANGELES CA 90025 TRUSTEE 1.00 6250 0 0 ALLYN E BROWN 31900 NE CANTER LANE SHERWOOD OR 97140 TRUSTEE 1.00 6250 0 0 COURTNEY L BROWN 2432 N SCHOFIELD STREET PORTLAND OR 97217 TRUSTEE 1.00 6250 0 0 JOHN HOAG 1013 WINDMILL ROAD DRIPPING SPRINGS TX 78620 TRUSTEE 1.00 6250 0 0 STEPHANIE PICKERING 4633 HUTSON DRIVE PARKDALE OR 97041 TRUSTEE 1.00 6250 0 0 NANCY SHARP 27152 B VIA CHICUELINA SAN JUAN CAPISTRANO CA 92675 TRUSTEE 1.00 6250 0 0 ANDERS M BROWN 2431 WARREN AVENUE NORTH SEATTLE WA 98109 CHAIRMAN/MANAGER/TRUSTEE 5.00 18250 0 0 NONE 0 NONE 0 0 11352203 374786 0 11726989 0 0 11726989 334152 11392837 569642 569642 48720 48720 520922 0 520922 0 520922 364161 0 364161 0 364161 520922 0 0 120577 9500 26054 61359 217490 364161 0 0 0 364161 0 156761 156761 60729 0 0 0 0 0 0 0 60729 60729 X MILLION LITTLE 27541 LOVAGE COURT SANTA CLARITA CA 91350 N/A POF PROGRAMS FOR AT-RISK CHILDREN 30500 OREGON ENVIRONMENTAL COUNCIL 222 NW DAVIS STREET 309 PORTLAND OR 97209 N/A PC ENVIRONMENTAL PROGRAMS 40000 GLOBAL WILDLIFE CONSERVANCEYROYAL SOCIETY FOR PROTECTION OF NATURE PO BOX 129 AUSTIN TX 78767 N/A PC ENVIRONMENTAL PROGRAMS 30000 GLOBAL WILDLIFE CONSERVANCEYTHE PARTNERS NEPAL PO BOX 129 AUSTIN TX 78767 N/A PC ENVIRONMENTAL PROGRAMS 31000 HEAL THE BAY 1444 9TH STREET SANTA MONICA CA 90401 N/A PC ENVIRONMENTAL PROGRAMS 40000 PALOS VERDES PENINSULA LAND CONSERVANCY 916 SILVER SPUR RD STE 207 ROLLING HILLS ESTATES CA 90274 N/A PC ENVIRONMENTAL PROGRAMS 40000 AUSTIN WALDORF SCHOOL 8700 SOUTH VIEW ROAD AUSTIN TX 78737 N/A EOF WALDORF EDUCATION PROGRAMS 25000 236500 0 14 231022 18 2276433 0 2507455 0 2507455 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 8530 2559 5971 CASH DEEMED HELD FOR CHARITABLE PURPOSES INCLUDES THE FOLLOWING:GRANTS PAID IN CURRENT YEAR $236,5001/2 CURRENT OPERATING EXPENSES 97,652 ________TOTAL CASH HELD FOR CHARITABLE PURPOSES $334,152 CORPORATE BONDS & BOND FUNDS 3424534 3470264 STOCK, EQUITY FUNDS, OTHER 6264495 7835671 ADMIN EXPENSES 14621 3656 10965 EXCISE TAX PAYABLE 0 30678 CUSTODIAN/INVESTMENT ADVISORY SERVICES 46192 46192 0 CONSULTANTS: TYLER BOOK 39534 3953 35580 CY FEDERAL EXCISE TAXES 48720 0 0