WILLISON FAM CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WILLISON FAM CHARITABLE FOUNDATION (EIN 95-4608751)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201901339349102020
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)
Return2019-05-13T12:37:31-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953309779PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GURSEY SCHNEIDER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11888 CENTURY PARK EAST SUITE 900AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900671735ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954608751EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLISON FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone3104545143PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110601 WILSHIRE BLVD 1004AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGRETCHEN WILLISONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3104545143PhoneNum
Signature2019-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNAZ AFSHARPreparerPersonNm
PTINP00441843PTIN
Phone3105520960PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.104.231.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-09IPDt
IP Tm19:11:46IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdC1D354BDF28FB06F5EFD67DE8CCF9AD58DEBF37AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$400,907FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$69,044ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,060DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,060DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$68,575NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$225,810GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$68,575CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$146,679TotalRevAndExpnssAmt
Total Net Invst Incm$77,635TotalNetInvstIncmAmt
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$2,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,318OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,318OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$979TaxesRevAndExpnssAmt
Taxes Net Invst Incm$143TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,047TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,211TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$165,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$165,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$171,097TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,211TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$165,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,418ExcessRevenueOverExpensesAmt
Net Investment Income$72,424NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,923SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,725SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,725SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$372,883CorporateStockBOYAmt
Corporate Stock EOY$313,663CorporateStockEOYAmt
Corporate Stock EOYFMV$359,182CorporateStockEOYFMVAmt
Total Assets BOY$379,806TotalAssetsBOYAmt
Total Assets EOY$355,388TotalAssetsEOYAmt
Total Assets EOYFMV$400,907TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$276,082CapitalStockBOYAmt
Capital Stock EOY$276,082CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$103,724RetainedEarningBOYAmt
Retained Earning EOY$79,306RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$379,806TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$355,388TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$379,806TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$355,388TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$379,806TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,418ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$355,388SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$355,388TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS #3552 - PUBLICLY TRADED SECURITIESP$14,009$14,470-$461-$461
UBS #3552 - PUBLICLY TRADED SECURITIESP$139,092$125,875$13,217$13,217
UBS #3052 - PUBLICLY TRADED SECURITIESP$72,700$16,890$55,810$55,810
CAPITAL GAINS DIVIDENDSP$9$9$9
FieldValueIRS element (for citing)
Capital Gain Net Income$68,575CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$186,064AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$509,104NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.365473DistributionYr1Rt
Adjusted Qlfy Distri Yr2$122,317AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$461,082NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.265283DistributionYr2Rt
Adjusted Qlfy Distri Yr3$55,860AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$473,362NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.118007DistributionYr3Rt
Adjusted Qlfy Distri Yr4$102,320AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$314,384NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.325462DistributionYr4Rt
Adjusted Qlfy Distri Yr5$56,305AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$313,954NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.179342DistributionYr5Rt
Total Distribution1.253567TotalDistributionRt
Average Distribution0.250713AverageDistributionRt
Net Vl Noncharitable Assets$447,462NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$112,185AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$724NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$112,909AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$165,050QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$724InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$724SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$724TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$724TaxDueAmt

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 BooksBRUCE GRETCHEN WILLISONIndividualWithBooksNm
Phone3104545143PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110601 WILSHIRE BLVD 1004AddressLine1Txt
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 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
BRUCE G WILLISON
10601 WILSHIRE BLVD 1004LOS ANGELESCA90024TRUSTEE0.00$0$0$0
GRETCHEN A WILLISON
10601 WILSHIRE BLVD 1004LOS ANGELESCA90024TRUSTEE0.00$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$442,704AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,572AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$454,276TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$454,276AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,814CashDeemedCharitableAmt
Net Vl Noncharitable Assets$447,462NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,373MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,373MinimumInvestmentReturnAmt
Tax Based On Investment Income$724TaxBasedOnInvestmentIncomeAmt
Total Tax$724TotalTaxAmt
Distributable Before Adj$21,649DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,649DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,649DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$165,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$165,050QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$724PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$164,326AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,649DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$41,144ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$91,100ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$32,404ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$99,329ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$162,281ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$426,258TotalExcessDistributionCyovAmt
Qualifying Distributions$165,050QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,649AppliedToCurrentYearAmt
Remaining Distri From Corpus$143,401RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$569,659TotalCorpusAmt
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$41,144ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$528,515ExcessDistriCyovToNextYrAmt
Excess From Year4$91,100ExcessFromYear4Amt
Excess From Year3$32,404ExcessFromYear3Amt
Excess From Year2$99,329ExcessFromYear2Amt
Excess From Year1$162,281ExcessFromYear1Amt
Excess From Current Year$143,401ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRUCE G WILLISONContributingManagerNm
Contributing ManagerGRETCHEN A WILLISONContributingManagerNm
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
COMMUNITY FOUNDATION OF THE VERDUGOS
111 EAST BROADWAY SUITE 200GLENDALECA91205N/APUBLICGENERAL FUNDING$250
CATHOLIC EDUCATION FOUNDATION
3242 WILSHIRE BLVD 3RD FLOORLOS ANGELESCA90010N/APUBLICGENERAL FUNDING$500
VALLEY FAMILY CENTER
302 S BRAND BLVDSAN FERNANDOCA91340N/APUBLICGENERAL FUNDING$400
NEPHCURE KIDNEY INTERNATIONAL
150 S WARNER RD SUITE 402KING OF PRUSSIAPA19406N/APUBLICGENERAL FUNDING$1,000
HABITAT FOR HUMANITY OF THE CHEASPEAKE
3741 COMMERCE DR SUITE 309BALTIMOREMD21227N/APUBLICGENERAL FUNDING$500
FOREST GROVE COMMUNITY FOUNDATION
2417 PACIFIC AVEFOREST GROVEOR97116NAPUBLICGENERAL FUNDING$1,000
CENTER FOR BRAIN HEALTH
2200 W MOCKINGBIRD LANEDALLASTX75235N/APUBLICGENERAL FUNDING$500
BRYAN'S HOUSE
3610 PIPESTONE RDDALLASTX75212N/APUBLICGENERAL FUNDING$500
HIGH DESERT MUSEUM
59800 SOUTH HWY 97BENDOR97702N/APUBLICGENERAL FUNDING$3,000
ST JOHN'S HEALTH CENTER FOUNDATION
2121 SANTA MONICA BLVDSANTA MONICACA90404N/APUBLICGENERAL FUNDING$50,000
US OLYMPICS AND PARALYMPIC FOUNDATION
ONE OLYMPIC PLAZACOLORADO SPRINGSCA80909N/APUBLICGENERAL FUNDING$5,000
ST MONICA CATHOLIC COMMUNITY
725 CALIFORNIA AVENUESANTA MONICACA90403N/APUBLICGENERAL FUNDING$500
ST MONICA CATHOLIC COMMUNITY
725 CALIFORNIA AVENUESANTA MONICACA90403N/APUBLICGENERAL FUNDING$5,000
CALLED TO RENEW CAMPAIGN - ARCHDIOCESE OF LOS ANGELES
3424 WILSHIRE BLVD 3RD FLOORLOS ANGELESCA90010N/APUBLICGENERAL FUNDING$43,000
TOGETHER IN MISSION- ARCHDIOCESE OF LOS ANGELES
3424 WILSHIRE BLVDLOS ANGELESCA90010N/APUBLICGENERAL FUNDING$500
UCLA FOUNDATION- WOODEN ATHLETIC FUND
10920 WILSHIRE BLVD SUITE 1400LOS ANGELESCA900244520N/APUBLICGENERAL FUNDING$2,400
UNITED WAY OF GREATER LOS ANGELES
1150 S OLIVE STREET SUITE T-500LOS ANGELESCA90015N/APUBLICGENERAL FUNDING$51,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$165,050TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,060ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$68,575ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$77,635ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,635TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1BRUCE AND GRETCHEN WILLISONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110601 WILSHIRE BLVD 1004AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd
FieldValueIRS element (for citing)
Total Contributions$69,044TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property4,100 SHARES OF PACIFIC PREMIER BANCORP INC.NoncashPropertyDesc
Fair Market Value$69,044FairMarketValueAmt
Received2018-11-29ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,750Amt
Net Investment Income$2,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UBS #3552$244,619$254,550
UBS #3052$69,044$104,632

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$2,318Amt
Net Investment Income$2,318NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$133$133$0
EXCISE TAXES$836$0$0
FRANCHISE TAX BOARD$10$10$0

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