BETA

WACHTER FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WACHTER FAMILY FOUNDATION (EIN 80-0963209)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-15
IRS object ID
202002899349100545
Schema version
2019v5.1
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)
Return2020-10-15T15:04:42-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200839341PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT TANI BARASH & ALTMAN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5623AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP902095623ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800963209EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WACHTER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWACHBusinessNameControlTxt
Phone3102886200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19100 WILSHIRE BLVD 1000WAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL WACHTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3102886200PhoneNum
Signature2020-10-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD MELLETTPreparerPersonNm
PTINP00242337PTIN
Phone3102886200PhoneNum
Preparation2020-10-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.222.151.106IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-15IPDt
IP Tm13:04:30IPTm
IP TimezonePDIPTimezoneCd
Federal Original Submission Id95235820202890345e12FederalOriginalSubmissionId
Federal Original Submission Id2020-10-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCE5AC862987E6377C09366EDD48CA57F8D81E39FAtSubmissionCreationDeviceId
At Submission Filing Device Id9B4425F76119032244E34E5B4F596B132F59E489AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,027,642FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$991,096ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,113InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,113InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$67,721DividendsRevAndExpnssAmt
Dividends Net Invst Incm$67,721DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$171,441NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,019,259GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$986,140CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,238OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,238OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,236,609TotalRevAndExpnssAmt
Total Net Invst Incm$1,060,212TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$7,105TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,105TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$594,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$594,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$601,355TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$594,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$635,254ExcessRevenueOverExpensesAmt
Net Investment Income$1,060,212NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$109,707CashBOYAmt
Cash EOY$8,022CashEOYAmt
Cash EOYFMV$8,022CashEOYFMVAmt
Sav And Temp Cash Invst BOY$403,092SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$393,184SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$393,184SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,985,231OtherInvestmentsBOYAmt
Other Investments EOY$3,995,964OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,995,964OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$603,917OtherAssetsEOYAmt
Other Assets EOYFMV$630,472OtherAssetsEOYFMVAmt
Total Assets BOY$3,498,030TotalAssetsBOYAmt
Total Assets EOY$5,001,087TotalAssetsEOYAmt
Total Assets EOYFMV$5,027,642TotalAssetsEOYFMVAmt
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$3,498,030RetainedEarningBOYAmt
Retained Earning EOY$5,001,087RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,498,030TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,001,087TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,498,030TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,001,087TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,498,030TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$635,254ExcessRevenueOverExpensesAmt
Other Increases$867,803OtherIncreasesAmt
Subtotal$5,001,087SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,001,087TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
7,940 SHARES OF STARBUCKS CORPP2001-01-012019-01-10$504,739$9,091$495,648$495,648
7,275 SHARES OF STARBUCKS CORPP2001-01-012019-02-01$500,019$8,330$491,689$491,689
GNMA PASS THRU POOLSP2014-03-122019-01-15$14,501$15,698-$1,197-$1,197
FieldValueIRS element (for citing)
Capital Gain Net Income$986,140CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$374,591AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,529,742NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.148075DistributionYr1Rt
Adjusted Qlfy Distri Yr2$325,458AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,602,074NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.125076DistributionYr2Rt
Adjusted Qlfy Distri Yr3$181,408AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,415,012NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.075117DistributionYr3Rt
Adjusted Qlfy Distri Yr4$280,021AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,443,408NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.114603DistributionYr4Rt
Adjusted Qlfy Distri Yr5$126,026AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,993,647NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.063214DistributionYr5Rt
Total Distribution0.526085TotalDistributionRt
Average Distribution0.105217AverageDistributionRt
Net Vl Noncharitable Assets$5,004,485NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$526,557AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,602NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$537,159AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$594,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$10,602InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,602SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,602TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,804EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,804TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$5,811TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
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 BooksRICHARD MELLETTIndividualWithBooksNm
Phone3102886200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19100 WILSHIRE BLVD 1000WAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL WACHTER
127 N CLIFFWOOD AVENUELOS ANGELESCA90049PRESIDENT AND CHAIRMAN OF0.00$0$0$0
LIZA WACHTER
127 N CLIFFWOOD AVENUELOS ANGELESCA90049CFO AND SECRETARY0.00$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$4,332,165AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$83,294AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$665,236FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,080,695TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,080,695AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$76,210CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,004,485NetVlNoncharitableAssetsAmt
Minimum Investment Return$250,224MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$250,224MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,602TaxBasedOnInvestmentIncomeAmt
Total Tax$10,602TotalTaxAmt
Distributable Before Adj$239,622DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$239,622DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$239,622DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$594,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$594,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$10,602PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$583,648AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$239,622DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$25,581ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$158,409ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$61,341ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$196,190ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$259,022ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$700,543TotalExcessDistributionCyovAmt
Qualifying Distributions$594,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$239,622AppliedToCurrentYearAmt
Remaining Distri From Corpus$354,628RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,055,171TotalCorpusAmt
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$25,581ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,029,590ExcessDistriCyovToNextYrAmt
Excess From Year4$158,409ExcessFromYear4Amt
Excess From Year3$61,341ExcessFromYear3Amt
Excess From Year2$196,190ExcessFromYear2Amt
Excess From Year1$259,022ExcessFromYear1Amt
Excess From Current Year$354,628ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFTER-SCHOOL ALL-STARS
5670 WILSHIRE BLVD 620LOS ANGELESCA90036NONE501(C)(3)TO SUPPORT THE ORGANIZATION$50,000
WOMEN'S ALZHEIMER'S MOVEMENT
11440 SAN VICENTE BLVD 301LOS ANGELESCA90049NONE501(C)(3)TO SUPPORT THE ORGANIZATION$2,500
UC BERKELEY ART MUSEUM
2120 OXFORD STREET 2250BERKELEYCA94720NONE501(C)(3)TO SUPPORT THE ORGANIZATION$20,000
JEWISH NATIONAL FUND
42 E 69TH STREETNEW YORKNY10021NONE501(C)(3)TO SUPPORT THE ORGANIZATION$2,500
TEEN LINE
PO BOX 48750LOS ANGELESCA90048NONE501(C)(3)TO SUPPORT THE ORGANIZATION$3,250
THE PARIS REVIEW FOUNDATION
544 WEST 27TH STREETNEW YORKNY10001NONE501(C)(3)TO SUPPORT THE ORGANIZATION$85,000
VIOLENCE INTERVENTION PROGRAM
1721 GRIFFIN AVENUELOS ANGELESCA90031NONE501(C)(3)TO SUPPORT THE ORGANIZATION$1,000
HUMAN RIGHTS WATCH
11500 W OLYMPIC BLVD 608LOS ANGELESCA90064NONE501(C)(3)TO SUPPORT THE ORGANIZATION$10,000
THE RAPE FOUNDATION
1223 WILSHIRE BLVD 410SANTA MONICACA90403NONE501(C)(3)TO SUPPORT THE ORGANIZATION$5,000
BERKLEE COLLEGE OF MUSIC
1140 BOYLSTON STREETBOSTONMA02215NONE501(C)(3)TO SUPPORT THE ORGANIZATION$50,000
CALIFORNIA STRONG
31105 THOUSAND OAKS BLVD 2ND FLWESTLAKE VILLAGECA91362NONE501(C)(3)TO SUPPORT THE ORGANIZATION$5,000
RISE EDUCATION FUND
907 WESTWOOD BLVD 414LOS ANGELESCA90024NONE501(C)(3)TO SUPPORT THE ORGANIZATION$10,000
UC BERKELEY
1995 UNIVERSITY AVENUE 400BERKELEYCA94704NONE501(C)(3)TO SUPPORT THE ORGANIZATION$350,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$594,250TotalGrantOrContriPdDurYrAmt
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$3,113ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,721ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,238ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$171,441ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$245,513ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$245,513TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item45,450 SHARES STARBUCKS CORP COSTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,995,964BookValueAmt
EOYFMV$3,995,964EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMSA MAYFAIR RE LLCDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$603,917EOYBookValueAmt
EOYFMV$630,472EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMSA MAYFAIR RE LLC PASSTHROUGH INCOMEDesc
Revenue And Expenses Per Books$3,238RevenueAndExpensesPerBooksAmt
Net Investment Income$3,238NetInvestmentIncomeAmt
Adjusted Net Income$3,238AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
Amt$867,803Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$105$0$0
FEDERAL TAX$7,000$0$0

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