BETA

WACHTER FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WACHTER FAMILY FOUNDATION (EIN 80-0963209)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-07
IRS object ID
201923119349101317
Schema version
2018v3.1
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)
Return2019-11-07T16:54:23-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD MELLETTPreparerPersonNm
PTINP00242337PTIN
Phone3102886200PhoneNum
Preparation2019-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.198.41.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-07IPDt
IP Tm14:35:29IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id47E6D063F10E4CA12F0AE56F0167894418790863AtSubmissionCreationDeviceId
At Submission Filing Device Id47E6D063F10E4CA12F0AE56F0167894418790863AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,498,030FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$902,902ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,632InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,632InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$53,721DividendsRevAndExpnssAmt
Dividends Net Invst Incm$53,721DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,839NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$504,118GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$490,500CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$992,094TotalRevAndExpnssAmt
Total Net Invst Incm$545,853TotalNetInvstIncmAmt
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$35TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$380,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$380,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$380,085TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$380,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$612,009ExcessRevenueOverExpensesAmt
Net Investment Income$545,853NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,768CashBOYAmt
Cash EOY$109,707CashEOYAmt
Cash EOYFMV$109,707CashEOYFMVAmt
Sav And Temp Cash Invst BOY$293,620SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$403,092SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$403,092SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$4,374AcctRcvblBOYAmt
Other Investments BOY$2,240,617OtherInvestmentsBOYAmt
Other Investments EOY$2,985,231OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,985,231OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,574,379TotalAssetsBOYAmt
Total Assets EOY$3,498,030TotalAssetsEOYAmt
Total Assets EOYFMV$3,498,030TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,574,379RetainedEarningBOYAmt
Retained Earning EOY$3,498,030RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,574,379TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,498,030TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,574,379TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,498,030TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,574,379TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$612,009ExcessRevenueOverExpensesAmt
Other Increases$311,992OtherIncreasesAmt
Subtotal$3,498,380SubtotalAmt
Other Decreases$350OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,498,030TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
7,944 SHARES OF STARBUCKS CORPP2001-01-012018-11-02$500,062$9,096$490,966$490,966
GNMA PASS THRU POOLSP2014-03-122018-12-31$4,056$4,522-$466-$466
FieldValueIRS element (for citing)
Capital Gain Net Income$490,500CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$325,458AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,602,074NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.125076DistributionYr1Rt
Adjusted Qlfy Distri Yr2$181,408AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,415,012NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.075117DistributionYr2Rt
Adjusted Qlfy Distri Yr3$280,021AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,443,408NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.114603DistributionYr3Rt
Adjusted Qlfy Distri Yr4$126,026AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,993,647NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.063214DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,953,518NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.378010TotalDistributionRt
Average Distribution0.075602AverageDistributionRt
Net Vl Noncharitable Assets$2,529,742NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$191,254AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,459NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$196,713AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$380,050QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,459InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,459SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,459TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,263EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$7,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,263TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,804OverpaymentAmt
Applied To ES Tax$4,804AppliedToESTaxAmt
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 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$2,502,272AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$65,994AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,568,266TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,568,266AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,524CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,529,742NetVlNoncharitableAssetsAmt
Minimum Investment Return$126,487MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126,487MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,459TaxBasedOnInvestmentIncomeAmt
Total Tax$5,459TotalTaxAmt
Distributable Before Adj$121,028DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$121,028DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$121,028DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$380,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$380,050QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,459PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$374,591AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$121,028DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$25,581ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$158,409ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$61,341ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$196,190ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$441,521TotalExcessDistributionCyovAmt
Qualifying Distributions$380,050QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$121,028AppliedToCurrentYearAmt
Remaining Distri From Corpus$259,022RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$700,543TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$700,543ExcessDistriCyovToNextYrAmt
Excess From Year4$25,581ExcessFromYear4Amt
Excess From Year3$158,409ExcessFromYear3Amt
Excess From Year2$61,341ExcessFromYear2Amt
Excess From Year1$196,190ExcessFromYear1Amt
Excess From Current Year$259,022ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEAUTY BUS FOUNDATION
2716 OCEAN PARK BLVD 1062SANTA MONICACA90405NONE501(C)(3)TO SUPPORT THE ORGANIZATION$2,500
AFTER-SCHOOL ALL-STARS
5670 WILSHIRE BLVD 620LOS ANGELESCA90036NONE501(C)(3)TO SUPPORT THE ORGANIZATION$50,000
ARTS CONNECTION
520 EIGHTH AVENUE SUITE 321NEW YORKNY10018NONE501(C)(3)TO SUPPORT THE ORGANIZATION$15,000
BERKLEE COLLEGE OF MUSIC
1140 BOYLSTON STREETBOSTONMA02215NONE501(C)(3)TO SUPPORT THE ORGANIZATION$50,000
PLASTIC POLLUTION COALITION
7162 BEVERLY BLVD 101LOS ANGELESCA90036NONE501(C)(3)TO SUPPORT THE ORGANIZATION$4,700
CROSSROADS SCHOOL
1714 21ST STREETSANTA MONICACA90404NONE501(C)(3)TO SUPPORT THE ORGANIZATION$20,000
HUMAN RIGHTS WATCH
13743 VENTURA BLVD 220SHERMAN OAKSCA91423NONE501(C)(3)TO SUPPORT THE ORGANIZATION$7,500
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$4,400
THE PARIS REVIEW FOUNDATION
544 WEST 27TH STREETNEW YORKNY10001NONE501(C)(3)TO SUPPORT THE ORGANIZATION$75,000
THE RAPE FOUNDATION
1223 WILSHIRE BLVD 410SANTA MONICACA90403NONE501(C)(3)TO SUPPORT THE ORGANIZATION$14,950
UC BERKELEY ART MUSEUM
2080 ADDISON ST 4200BERKELEYCA94720NONE501(C)(3)TO SUPPORT THE ORGANIZATION$20,000
UCLA SCHOOL OF LAW
10920 WILSHIRE BLVD 1400LOS ANGELESCA90024NONE501(C)(3)TO SUPPORT THE ORGANIZATION$50,000
SANFORD BURNHAM PREBYS
10901 NORTH TORREY PINES ROADLA JOLLACA92037NONE501(C)(3)TO SUPPORT THE ORGANIZATION$2,500
YMCA
100 EAST THOUSAND OAKS BLVD 187THOUSAND OAKSCA91360NONE501(C)(3)TO SUPPORT THE ORGANIZATION$1,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3601 TROUSDALE PARKWAYLOS ANGELESCA90089NONE501(C)(3)TO SUPPORT THE ORGANIZATION$50,000
MAMMOTH MOUNTAIN COMMUNITY FOUNDATION
10501 MINARET ROADMAMMOTH LAKESCA93546NONE501(C)(3)TO SUPPORT THE ORGANIZATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$380,050TotalGrantOrContriPdDurYrAmt
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$1,632ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,721ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$33,839ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$89,192ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,192TotalIncomeProducingActyAmt

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 (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
25,300 SHARES STARBUCKS CORP COSTAT COST$2,970,128$2,970,128
GNMA PASS THRU POOLSAT COST$15,103$15,103

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENTDesc
Amt$350Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
Amt$311,992Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE FILING FEESCategoryTxt
Amt$35Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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