WILLISON FAM CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLISON FAM CHARITABLE FOUNDATION (EIN 95-4608751)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201821319349101677
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T18:52:48-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 CENTURY PARK EAST SUITE 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900671735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954608751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLISON FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3104545143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10601 WILSHIRE BLVD 1004 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRETCHEN WILLISON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104545143 | PhoneNum |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $464,342 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,139 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,192 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $271,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,192 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $92,331 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,331 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,784 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,784 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,151 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,151 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $226 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $193 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $599 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $186,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $186,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,329 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,604 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,872 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,923 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,923 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $379,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $372,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $457,419 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $483,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $379,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $464,342 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $276,082 | CapitalStockBOYAmt |
| Capital Stock EOY | $276,082 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $207,053 | RetainedEarningBOYAmt |
| Retained Earning EOY | $103,724 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $483,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $379,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $483,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $379,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $483,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,329 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $379,806 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $379,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS #3552 - PUBLICLY TRADED SECURITIES | P | $40,700 | $40,815 | -$115 | -$115 |
| UBS #3552 - PUBLICLY TRADED SECURITIES | P | $89,758 | $80,577 | $9,181 | $9,181 |
| UBS #3052 - PUBLICLY TRADED SECURITIES | P | $140,685 | $67,559 | $73,126 | $73,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,192 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $122,317 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $461,082 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.265283 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,860 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $473,362 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.118007 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $102,320 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $314,384 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.325462 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $56,305 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $313,954 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.179342 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $92,070 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $352,988 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.260830 | DistributionYr5Rt |
| Total Distribution | 1.148924 | TotalDistributionRt |
| Average Distribution | 0.229785 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $509,104 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $116,984 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $836 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $117,820 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $186,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $836 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $836 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $836 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $836 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRUCE GRETCHEN WILLISON | IndividualWithBooksNm |
| Phone | 3104545143 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10601 WILSHIRE BLVD 1004 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRUCE G WILLISON | ||||||||
| 10601 WILSHIRE BLVD 1004 | LOS ANGELES | CA | 90024 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GRETCHEN A WILLISON | ||||||||
| 10601 WILSHIRE BLVD 1004 | LOS ANGELES | CA | 90024 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $462,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,432 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $516,857 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $516,857 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $509,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,455 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $836 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $836 | TotalTaxAmt |
| Distributable Before Adj | $24,619 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,619 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,619 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $186,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $836 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $186,064 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $74,722 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,144 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $91,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,404 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $99,329 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $338,699 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $186,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,619 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $162,281 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $500,980 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $74,722 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $426,258 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,144 | ExcessFromYear4Amt |
| Excess From Year3 | $91,100 | ExcessFromYear3Amt |
| Excess From Year2 | $32,404 | ExcessFromYear2Amt |
| Excess From Year1 | $99,329 | ExcessFromYear1Amt |
| Excess From Current Year | $162,281 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE G WILLISON | ContributingManagerNm |
| Contributing Manager | GRETCHEN A WILLISON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE | |||||||
| 601 SO FIGUEROA ST 4TH FLOOR | LOS ANGELES | CA | 90017 | N/A | PUBLIC | GENERAL FUNDING | $2,500 |
| AMERICAN RED CROSS | |||||||
| 4311 8TH STREET NW | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL FUNDING | $7,500 |
| ARTWORX LA | |||||||
| 1930 WILSHIRE BLVD 800 | LOS ANGELES | CA | 90057 | N/A | PUBLIC | GENERAL FUNDING | $500 |
| CATHOLIC SCHOOLS COLLABORATIVE | |||||||
| 312 E 1ST STREET SUITE 342 | LOS ANGELES | CA | 90012 | N/A | PUBLIC | GENERAL FUNDING | $50,000 |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 2401 SW STARK STREET | PORTLAND | OR | 97214 | N/A | PUBLIC | GENERAL FUNDING | $500 |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 2401 SW STARK STREET | PORTLAND | OR | 97214 | NA | PUBLIC | GENERAL FUNDING | $500 |
| PATHWAY TO PRIESTHOOD- ARCHDIOCESE OF LOS ANGELES | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PUBLIC | GENERAL FUNDING | $10,000 |
| SCHOOL OF THE WORLD | |||||||
| 376 BOYLSTON STREET 203 | BOSTON | MA | 02116 | N/A | PUBLIC | GENERAL FUNDING | $5,000 |
| SPECIAL OLYMPICS OF OREGON | |||||||
| 5901 SW MACADAM AVE SUITE 200 | PORTLAND | OR | 97239 | N/A | PUBLIC | GENERAL FUNDING | $500 |
| ST JOHN'S HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | N/A | PUBLIC | GENERAL FUNDING | $7,500 |
| ST JOHN'S SEMINARY | |||||||
| 5012 SEMINARY RD | CAMARILLO | CA | 93012 | N/A | PUBLIC | GENERAL FUNDING | $2,000 |
| ST MONICA CATHOLIC COMMUNITY | |||||||
| 725 CALIFORNIA AVENUE | SANTA MONICA | CA | 90403 | N/A | PUBLIC | GENERAL FUNDING | $500 |
| ST MONICA CATHOLIC COMMUNITY | |||||||
| 725 CALIFORNIA AVENUE | SANTA MONICA | CA | 90403 | N/A | PUBLIC | GENERAL FUNDING | $1,000 |
| ST MONICA CATHOLIC COMMUNITY | |||||||
| 725 CALIFORNIA AVENUE | SANTA MONICA | CA | 90304 | N/A | PUBLIC | GENERAL FUNDING | $25,000 |
| TOGETHER IN MISSION- ARCHDIOCESE OF LOS ANGELES | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PUBLIC | GENERAL FUNDING | $500 |
| UCLA FOUNDATION- BILL COCKRUM FELLOWSHIP | |||||||
| 10920 WILSHIRE BLVD 1400 | LOS ANGELES | CA | 90024 | NA | PUBLIC | FELLOWSHIP SCHOLARSHIP | $1,000 |
| UCLA FOUNDATION- WOODEN ATHLETIC FUND | |||||||
| 10920 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 900244520 | N/A | PUBLIC | GENERAL FUNDING | $2,400 |
| UNITED WAY OF GREATER LOS ANGELES | |||||||
| 1150 S OLIVE STREET SUITE T-500 | LOS ANGELES | CA | 90015 | N/A | PUBLIC | GENERAL FUNDING | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $186,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,139 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,192 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $92,331 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,331 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,784 | Amt |
| Net Investment Income | $4,784 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS #3552 | $355,993 | $406,979 |
| UBS #3052 | $16,890 | $50,440 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $599 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $599 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $3,151 | Amt |
| Net Investment Income | $3,151 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $133 | $133 | $0 |
| EXCISE TAXES | $33 | $0 | $0 |
| FRANCHISE TAX BOARD | $10 | $10 | $0 |
| ATTORNEY GENERAL | $50 | $50 | $0 |