BETA

MARIA ALTMANN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MARIA ALTMANN FAMILY FOUNDATION (EIN 27-4739650)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-25
IRS object ID
201921769349100017
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)
Return2019-06-25T13:35:05-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-06-17SignatureDt
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 Address38.186.35.254IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-17IPDt
IP Tm14:23:16IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id1E5C2E37194314C3A47C760AEAFDC059525B6175AtSubmissionFilingDeviceId
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$917,691FMVAssetsEOYAmt
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$52InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$52InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$27,425DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,882DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,679NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$643,616GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,805CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$600OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$44,756TotalRevAndExpnssAmt
Total Net Invst Incm$43,739TotalNetInvstIncmAmt
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$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,127OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,127OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$954TaxesRevAndExpnssAmt
Taxes Net Invst Incm$454TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$180OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$180OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,761TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,261TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$109,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$109,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$124,011TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,261TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$109,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$79,255ExcessRevenueOverExpensesAmt
Net Investment Income$29,478NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,775SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,189SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,189SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$5AcctRcvblAmt
Acct Rcvbl EOY$5AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$5AcctRcvblEOYFMVAmt
Corporate Stock BOY$967,501CorporateStockBOYAmt
Corporate Stock EOY$891,827CorporateStockEOYAmt
Corporate Stock EOYFMV$908,497CorporateStockEOYFMVAmt
Total Assets BOY$980,276TotalAssetsBOYAmt
Total Assets EOY$901,021TotalAssetsEOYAmt
Total Assets EOYFMV$917,691TotalAssetsEOYFMVAmt
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$980,276RetainedEarningBOYAmt
Retained Earning EOY$901,021RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$980,276TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$901,021TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$980,276TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$901,021TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$980,276TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$79,255ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$901,021SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$901,021TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED STOCKSP$636,771$626,811$9,960$9,960
CAPITAL GAINS DIVIDENDSP$6,845$6,845$6,845
FieldValueIRS element (for citing)
Capital Gain Net Income$16,805CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$90,506AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,047,687NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.086386DistributionYr1Rt
Adjusted Qlfy Distri Yr2$90,362AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,039,773NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.086906DistributionYr2Rt
Adjusted Qlfy Distri Yr3$125,174AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,142,648NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.109547DistributionYr3Rt
Adjusted Qlfy Distri Yr4$98,688AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,226,522NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.080462DistributionYr4Rt
Adjusted Qlfy Distri Yr5$102,170AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,234,356NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.082772DistributionYr5Rt
Total Distribution0.446073TotalDistributionRt
Average Distribution0.089215AverageDistributionRt
Net Vl Noncharitable Assets$985,199NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$87,895AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$295NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$88,190AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$109,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$295InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$295SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$295TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$300EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$300TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5OverpaymentAmt
Applied To ES Tax$5AppliedToESTaxAmt
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 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 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 (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$991,704AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,498AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,000,202TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,000,202AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,003CashDeemedCharitableAmt
Net Vl Noncharitable Assets$985,199NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,260MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,260MinimumInvestmentReturnAmt
Tax Based On Investment Income$295TaxBasedOnInvestmentIncomeAmt
Total Tax$295TotalTaxAmt
Distributable Before Adj$48,965DistributableBeforeAdjAmt
Recoveries Qualfied Distri$500RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,465DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$49,465DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$109,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$109,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$295PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$108,955AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,465DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,392ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$39,560ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$69,110ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$37,765ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$39,586ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$188,413TotalExcessDistributionCyovAmt
Qualifying Distributions$109,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$49,465AppliedToCurrentYearAmt
Remaining Distri From Corpus$59,785RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$248,198TotalCorpusAmt
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$2,392ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$245,806ExcessDistriCyovToNextYrAmt
Excess From Year4$39,560ExcessFromYear4Amt
Excess From Year3$69,110ExcessFromYear3Amt
Excess From Year2$37,765ExcessFromYear2Amt
Excess From Year1$39,586ExcessFromYear1Amt
Excess From Current Year$59,785ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 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
PERFORMING ARTS CENTER OF LOS ANGELES COUNTY - MUSIC CENTER OF LOS ANGELES
135 NORTH GRAND AVENUELOS ANGELESCA90012PCPROGRAM ACTIVITIES$12,500
BET TZEDEK
3250 WILSHIRE BLVD 13TH FLOORLOS ANGELESCA90010PCPROGRAM ACTIVITIES$12,500
LOS ANGELES OPERA COMPANY
135 NORTH GRAND AVENUELOS ANGELESCA90012PCPROGRAM ACTIVITIES$10,000
UNIVERSITY OF SOUTHERN CALIFORNIA - THORNTON SCHOOL OF MUSIC
840 W 34THLOS ANGELESCA900898003PCPROGRAM ACTIVITIES$10,000
UCLA ARTS
BROAD ART CENTER ROOM 8260 240LOS ANGELESCA900951427PCPROGRAM ACTIVITIES$10,000CHARLES E YOUNG DRIVE NORTH
LOS ANGELES MUSEUM OF THE HOLOCAUST
100 S THE GROVE DRLOS ANGELESCA90036PCPROGRAM ACTIVITIES$5,000
MATTEL CHILDREN'S HOSPITAL UCLA
757 WESTWOOD PLAZALOS ANGELESCA90095PCPROGRAM ACTIVITIES$5,000
TACOMA ARTS LIVE
310 S 9TH STTACOMAWA98402PCPROGRAM ACTIVITIES$5,000
BAY AREA ADOPTION SERVICES
465 FAIRCHILD DRIVE SUITE 215MOUNTAIN VIEWCA94043PCPROGRAM ACTIVITIES$4,600
VILLAGE ENTERPRISE FUND INC
751 LAUREL STREET NO 222SAN CARLOSCA940703113PCPROGRAM ACTIVITIES$2,500
VIEWPOINT EDUCATIONAL FOUNDATION
23620 MULHOLLAND HWYCALABASASCA91302PCPROGRAM ACTIVITIES$2,500
UNIVERSITY OF PUGET SOUND
1500 N WARNER ST 1067TACOMAWA984161075PCPROGRAM ACTIVITIES$2,000
SECOND CITY CHAMBER SERIES
PO BOX 7879TACOMAWA98417PCPROGRAM ACTIVITIES$1,500
OHANA OASIS INC
PO BOX 758KILAUEAHI96754PCPROGRAM ACTIVITIES$1,200
TACOMA COMMUNITY BOAT BUILDERS
1120 E D STTACOMAWA98421PCPROGRAM ACTIVITIES$1,000
TREE HOUSE
2100 24TH AVE S SUITE 200SEATTLEWA98144PCPROGRAM ACTIVITIES$1,000
TACOMA OPERA
47 ST HELENS AVENUE SUITE 201TACOMAWA98402PCPROGRAM ACTIVITIES$1,000
UNISEF USA
10351 SANTA MONICA BLVD 402LOS ANGELESCA90025PCPROGRAM ACTIVITIES$1,000
MEALS ON WHEELS
1550 CRYSTAL DRIVE SUITE 1004ARLINGTONVA22202PCPROGRAM ACTIVITIES$1,000
CITIZENS FOR A HEALTHY BAY
535 DOCK ST 213TACOMAWA98402PCPROGRAM ACTIVITIES$500
CAPE DECISION
PO BOX 20163JUNEAUAK99801PCPROGRAM ACTIVITIES$500
DOCTORS WITHOUT BORDERS USA INC
333 SEVENTH AVENUE SUITE 2ND FLNEW YORKNY100015004PCPROGRAM ACTIVITIES$500
AID NW
621 TACOMA AVE S SUITE 315TACOMAWA98402PCPROGRAM ACTIVITIES$500
GREENPEACE INC
702 H STREET NW NO 300WASHINGTONDC20001PCPROGRAM ACTIVITIES$500
RIPPLE EFFECT INC
1905 E 13TH AVESPOKANEWA99202PCPROGRAM ACTIVITIES$500
BADGE2BADGE
17404 VENTURA BLVD 2ND FLOORENCINOCA91316PCPROGRAM ACTIVITIES$500
TEMPLE BETH EL
139 WINTON RD SROCHESTERNY14610PCPROGRAM ACTIVITIES$400
MUSEUM OF GLASS
1801 DOCK STTACOMAWA98402PCPROGRAM ACTIVITIES$250
KCTS TELEVISION
401 MERCER STREETSEATTLEWA981094640PCPROGRAM ACTIVITIES$200
KBTC ASSOCIATION - KBTC PUBLIC TELEVISION
PO BOX 11024TACOMAWA98411PCPROGRAM ACTIVITIES$200
KNKX
2601 4TH AVE STE 150SEATTLEWA98121PCPROGRAM ACTIVITIES$200
MARY BRIDGE CHILDREN'S FOUNDATION
PO BOX 5296TACOMAWA98415PCPROGRAM ACTIVITIES$100
EPIC
145 G STREETARCATACA95521PCPROGRAM ACTIVITIES$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$109,250TotalGrantOrContriPdDurYrAmt
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$52ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,425ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,679ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion01ExclusionCd
Exclusion$600ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$44,756ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,756TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD TOTAL STK MKT EFT 1,010 SHARES$111,559$129,017
VANGUARD DIVIDEND APPRECIATION ETF 248 SHARES$21,625$24,382
ISHARES EDGE MSCI MIN VOL GLOBAL ETF 205 SHARES$7,317$8,207
VANGUARD TOTAL INTL STK ETF 1,622 SHARES$73,219$76,597
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 637 SHARES$20,789$24,424
ISH TR CORE DIVID GROWTH ETF 736 SHARES$21,123$24,424
POPLAR FOREST PARTNERS FUND CL I 445 SHARES$17,962$16,650
EATON VANCE RCHRD BRSTN EQUITY STRATGY FD CL I 1,262 SHARES$20,104$18,049
HOTCHKIS & WILEY VALUE OPPORTUNITIES FD CL I 693 SHARES$17,617$16,383
TORTOISE MLP & PIPELINE FUND INSTL CL 812 SHARES$9,313$8,942
ARISTOTLE/SAUL GLOBAL OPPS FUND CLASS I 1,299 SHARES$14,811$13,979
AMERICAN EURO PACIFIC GROWTH FUND CL F2 417 SHARES$19,994$18,735
AMER FUNDS AMCAP FUND CL F2 442 SHARES$13,071$12,435
AMER FUNDS WASHINGTON MUTUAL INV FD CL F2 287 SHARES$12,112$11,811
KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS 1,733 SHARES$14,580$16,195
HOTCHKIS AND WILEY MID CAP VALUE FD CL I 498 SHARES$16,610$14,708
NEUBERGER BERMAN STRATEG INCOME FUND CL INSTL 2,976 SHARES$32,972$31,104
PUTMAN SHORT DURATION INCOME FUND 6,497 SHARES$65,243$65,167
PIMCO LOW DURATION INCOME FUND 4,534 SHARES$38,641$38,222
FIRST TR ENERGY ALPHADEX FUND 752 SHARES$9,394$8,656
INVESCO KBW BANK ETF 194 SHARES$9,744$8,561
INVESCO FTSE RAFI EMERGING MARKETS ETF 1,589 SHARES$31,630$31,426
ISHARES TR CORE MSCI 937 SHARES$50,825$49,221
SPDR GOLD TRUST 223 SHARES$25,386$27,039
PGIM JENNISON$8,676$8,642
DOUBLELINE CORE FIXED$63,301$63,600
PUTNAM INCOME FUND CL Y 2,354 SHARES$16,105$16,105
PGIM ABSOLUTE 4,024 SHARES$39,628$38,590
CREDIT SUISSE COMMODITY RETURN STRTGY FD CL I 1,798 SHARES$8,396$7,894
PIMCO SHORT TERM FD$64,099$63,319
FPA NEW INCOME INC 1,622 SHARES$15,981$16,013

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT BANK FEES - EMA ANNUAL FEEDesc
Revenue And Expenses Per Books$180RevenueAndExpensesPerBooksAmt
Net Investment Income$180NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$600RevenueAndExpensesPerBooksAmt
Adjusted Net Income$600AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT BANK FEES - PIA ADVISORY FEECategoryTxt
Amt$10,127Amt
Net Investment Income$10,127NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHOLDINGS$454$454$0
EXCISE TAX$500$0$0

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