BETA

MARIA ALTMANN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MARIA ALTMANN FAMILY FOUNDATION (EIN 27-4739650)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-09
IRS object ID
202041919349101244
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)
Return2020-07-09T17:45:31-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Line110990 WILSHIRE BLVD 16TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900243929ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-07-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLIZBETH G NEVAREZPreparerPersonNm
PTINP01399868PTIN
Phone3108731600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.82.235.33IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-08IPDt
IP Tm13:19:42IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id6A5B9BBBC0C15FAE84D58941C3D029285B6C5672AtSubmissionFilingDeviceId
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$987,334FMVAssetsEOYAmt
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$27InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$27,750DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,562DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,469NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$531,751GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,045CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$63,246TotalRevAndExpnssAmt
Total Net Invst Incm$62,634TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$9,514OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,514OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$353TaxesRevAndExpnssAmt
Taxes Net Invst Incm$353TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,017TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,017TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$100,617TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,017TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$90,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,371ExcessRevenueOverExpensesAmt
Net Investment Income$52,617NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,189SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,492SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,492SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$9AcctRcvblAmt
Acct Rcvbl BOY$5AcctRcvblBOYAmt
Acct Rcvbl EOY$9AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$9AcctRcvblEOYFMVAmt
Corporate Stock BOY$891,827CorporateStockBOYAmt
Corporate Stock EOY$853,149CorporateStockEOYAmt
Corporate Stock EOYFMV$976,833CorporateStockEOYFMVAmt
Total Assets BOY$901,021TotalAssetsBOYAmt
Total Assets EOY$863,650TotalAssetsEOYAmt
Total Assets EOYFMV$987,334TotalAssetsEOYFMVAmt
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$901,021RetainedEarningBOYAmt
Retained Earning EOY$863,650RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$901,021TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$863,650TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$901,021TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$863,650TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$901,021TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,371ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$863,650SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$863,650TotNetAstOrFundBalancesEOYAmt

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 STOCKS$523,202$496,706$26,496$26,496
CAPITAL GAINS DIVIDENDS$8,549$8,549$8,549P
FieldValueIRS element (for citing)
Capital Gain Net Income$35,045CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$108,955AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$985,199NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.110592DistributionYr1Rt
Adjusted Qlfy Distri Yr2$90,506AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,047,687NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.086386DistributionYr2Rt
Adjusted Qlfy Distri Yr3$90,362AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,039,773NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.086906DistributionYr3Rt
Adjusted Qlfy Distri Yr4$125,174AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,142,648NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.109547DistributionYr4Rt
Adjusted Qlfy Distri Yr5$98,688AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,226,522NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.080462DistributionYr5Rt
Total Distribution0.473893TotalDistributionRt
Average Distribution0.094779AverageDistributionRt
Net Vl Noncharitable Assets$944,363NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$89,506AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$526NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$90,032AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$90,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$526InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$526SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$526TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5TotalPaymentsAndCreditsAmt
Es Penalty$11EsPenaltyAmt
Tax Due$532TaxDueAmt

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$953,281AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,463AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$958,744TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$958,744AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,381CashDeemedCharitableAmt
Net Vl Noncharitable Assets$944,363NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,218MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,218MinimumInvestmentReturnAmt
Tax Based On Investment Income$526TaxBasedOnInvestmentIncomeAmt
Total Tax$526TotalTaxAmt
Distributable Before Adj$46,692DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$46,692DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$46,692DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$90,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$90,600QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$526PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$90,074AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,692DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$39,560ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$69,110ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$37,765ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$39,586ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$59,785ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$245,806TotalExcessDistributionCyovAmt
Qualifying Distributions$90,600QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$46,692AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,908RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$289,714TotalCorpusAmt
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$39,560ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$250,154ExcessDistriCyovToNextYrAmt
Excess From Year4$69,110ExcessFromYear4Amt
Excess From Year3$37,765ExcessFromYear3Amt
Excess From Year2$39,586ExcessFromYear2Amt
Excess From Year1$59,785ExcessFromYear1Amt
Excess From Current Year$43,908ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ZONTA CLUB OF HANALEI FOUNDATION
PO BOX 1314HANALEIHI96714PCPROGRAM ACTIVITIES$15,000
BET TZEDEK
3250 WILSHIRE BLVD 13TH FLOORLOS ANGELESCA90010PCPROGRAM ACTIVITIES$12,500
LOS ANGELES OPERA COMPANY
135 NORTH GRAND AVENUELOS ANGELESCA90012PCPROGRAM ACTIVITIES$10,000
PERFORMING ARTS CENTER OF LOS ANGELES COUNTY - MUSIC CENTER OF LOS ANGELES
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 34THLOS ANGELESCA90089PCPROGRAM ACTIVITIES$10,000
MATTEL CHILDREN'S HOSPITAL UCLA
757 WESTWOOD PLAZALOS ANGELESCA90095PCPROGRAM ACTIVITIES$5,000
SECOND CITY CHAMBER SERIES
PO BOX 7879TACOMAWA98417PCPROGRAM ACTIVITIES$3,500
THE BOYS AND GIRLS CLUB OF HAWAII
1000 BISHOP STREET SUITE 505HONOLULUHI96813PCPROGRAM ACTIVITIES$3,000
VIEWPOINT EDUCATIONAL FOUNDATION
23620 MULHOLLAND HWYCALABASASCA91302PCPROGRAM ACTIVITIES$2,500
FRIENDS OF TOPS
2500 FRANKLIN AVE ESEATTLEWA98102PCPROGRAM ACTIVITIES$2,000
OHANA OASIS INC
PO BOX 758KILAUEAHI96754PCPROGRAM ACTIVITIES$1,000
TACOMA COMMUNITY BOAT BUILDERS
1120 EAST D STTACOMAWA98421PCPROGRAM ACTIVITIES$1,000
GIG HARBOR BOAT SHOP
3805 HARBORVIEW DRIVEGIG HARBORWA98332PCPROGRAM ACTIVITIES$800
BADGE2BADGE
17404 VENTURA BLVD 2ND FLOORENCINOCA91316PCPROGRAM ACTIVITIES$500
CITIZENS FOR A HEALTHY BAY
535 DOCK ST 213TACOMAWA98402PCPROGRAM ACTIVITIES$500
DOCTORS WITHOUT BORDERS USA INC
333 SEVENTH AVENUE SUITE 2ND FLNEW YORKNY10001PCPROGRAM ACTIVITIES$500
TACOMA OPERA
47 ST HELENS AVENUE SUITE 201TACOMAWA98402PCPROGRAM ACTIVITIES$500
GREENPEACE INC
702 H STREET NW NO 300WASHINGTONDC20001PCPROGRAM ACTIVITIES$400
RIPPLE EFFECT INC
1905 E 13TH AVESPOKANEWA99202PCPROGRAM ACTIVITIES$400
CHRISTOPHER HILLS FOUNDATION
PO BOX 1509MAKAWAOHI96768PCPROGRAM ACTIVITIES$400
AID NW
621 TACOMA AVE S SUITE 315TACOMAWA98402PCPROGRAM ACTIVITIES$300
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
EPIC
145 G STREETARCATACA95521PCPROGRAM ACTIVITIES$100
MARY BRIDGE CHILDREN'S FOUNDATION
PO BOX 5296TACOMAWA98415PCPROGRAM ACTIVITIES$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,600TotalGrantOrContriPdDurYrAmt
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$27ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,750ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$35,469ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$63,246ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,246TotalIncomeProducingActyAmt

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 Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMER FUNDS AMCAP FUND CL F2 1166 SHARES$36,160$39,456
AMER FUNDS WASHINGTON MUTUAL INV FD CL F2 807 SHARES$35,767$38,811
AMERICAN EURO PACIFIC GROWTH FUND CL F2 982 SHARES$46,155$52,447
ARISTOTLE/SAUL GLOBAL OPPS FUND CLASS I 807 SHARES$9,499$10,331
DOUBLELINE CORE FIXED 6588 SHARES$69,778$72,934
EATON VANCE RCHRD BRSTN EQUITY STRATGY FD CL I 1,848 SHARES$29,529$30,369
FIRST TRUST US EQUITY OPPORTUNITIES ETF 115 SHARES$8,214$9,240
FULLER & THALER BEHVRL SMALL-CAP EQ FD CL INSTL 377 SHARES$9,076$10,297
HOTCHKIS & WILEY VALUE OPPORTUNITIES FD CL I 1,331 SHARES$34,879$38,595
ISH TR CORE DIVID GROWTH ETF 664 SHARES$19,569$27,956
KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS 1,733 SHARES$8,740$9,792
NEUBERGER BERMAN STRATEG INCOME FUND CL INSTL 3331 SHARES$36,803$36,948
PGIM TOTAL RETURN BOND FUND CL Z 4605 SHARES$66,795$66,317
PIMCO DIVERSIFIED INCOME FUND CL 4612 SHARES$50,656$51,434
PIMCO INCOME FUND CL I2 4077 SHARES$48,631$49,097
PUTMAN ULTRA SHORT DURATION INCOME FUND 1399 SHARES$14,039$14,080
PUTNAM INCOME FUND CL Y 2,488 SHARES$17,083$18,120
RIVERNORTH DOUBLE LINE STRATEGIC INC FUND CL I 5218 SHARES$52,445$54,013
SPDR GOLD TRUST 206 SHARES$23,540$29,437
VANGUARD DIVIDEND APPRECIATION ETF 222 SHARES$19,656$27,679
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND 379 SHARES$23,400$27,311
VANGUARD TOTAL INTL STK ETF 1,628 SHARES$74,945$90,682
VANGUARD TOTAL STK MKT EFT 877 SHARES$98,699$143,650
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 574 SHARES$19,091$27,837

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT BANK FEES - EMA ANNUAL FEEDesc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt
Net Investment Income$150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT BANK FEES - PIA ADVISORY FEECategoryTxt
Amt$9,514Amt
Net Investment Income$9,514NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHOLDINGSCategoryTxt
Amt$353Amt
Net Investment Income$353NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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