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EXPENDITURES ARE IN THE FORM OF DONATIONS TO INDIVIDUAL CHARITIES OVER WHICH THE FOUNDATION HAS NO CONTROL. 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FEEDING AMERICA FEEDING AMERICA 35 EAST WACKER DR SUITE 35 EAST WACKER DR SUITE CHICAGO IL 60601 NONE PUBLIC ANTI-POVERTY 500 FINGER LAKES LAND TR FINGER LAKES LAND TR 202 EAST COURT ST 202 EAST COURT ST ITHACA NY 14850 NONE PUBLIC ENVIRONMENT 1500 HABITAT FOR HUMANITY HABITAT FOR HUMANITY 270 PEACH ST NW SUITE 13 270 PEACH ST NW SUITE 13 ATLANTA GA 30303 NONE PUBLIC ANTI-POVERTY 500 HATHAWAY SYCAMORES HATHAWAY SYCAMORES 210 S DELACEY AVENUE 210 S DELACEY AVENUE PASADENA CA 91105 NONE PUBLIC ANTI-POVERTY 250 HEIFER INTERNATIONAL HEIFER INTERNATIONAL 1 WORLD AVENUE 1 WORLD AVENUE LITTLE ROCK AR 72202 NONE PUBLIC ANTI-POVERTY 500 KCET LINK KCET LINK 2900 W ALAMEDA AVENUE 2900 W ALAMEDA AVENUE BURBANK CA 91505 NONE PUBLIC PUBLIC TELEVISION 200 KPCC KPCC 474 S RAYMOND AVENUE 474 S RAYMOND AVENUE PASADENA CA 91105 NONE PUBLIC PUBLIC RADIO 200 KQED KQED 2601 MARIPOSA ST 2601 MARIPOSA ST SAN FRANCISCO CA 94110 NONE PUBLIC PUBLIC MEDIA 100 KUSC KUSC PO BOX 7913 PO BOX 7913 LOS ANGELES CA 90015 NONE PUBLIC PUBLIC RADIO 600 LAKE AVENUE COMMUNITY FOUNDATION LAKE AVENUE COMMUNITY FOUNDATION 712 E VILLA ST 712 E VILLA ST PASADENA CA 91101 NONE PUBLIC YOUTH DEVELOPMENT 500 LAKE SHORE CAP JAKE'S PLACE LAKE SHORE CAP JAKE'S PLACE 820 EGG HARBOR RD 820 EGG HARBOR RD STURGEON BAY WI 54235 NONE PUBLIC WELLNESS 6000 LASALLE HIGH SCHOOL LASALLE HIGH SCHOOL 3880 E SIERRA MADRE BLVD 3880 E SIERRA MADRE BLVD PASADENA CA 91107 NONE PUBLIC EDUCATION 1000 LOAVES AND FISHES LOAVES AND FISHES 648B GRIFFITH RD 648B GRIFFITH RD CHARLOTTE NC 28217 NONE PUBLIC ANTI-POVERTY 2000 LOS ANGELES MISSION LOS ANGELES MISSION 303 EAST 5TH ST 303 EAST 5TH ST LOS ANGELES CA 90060 NONE PUBLIC ANTI-POVERTY 500 MADD MADD 511 E JOHN CARPENTER FWY 511 E JOHN CARPENTER FWY IRVING TX 75062 NONE PUBLIC ANTI-DRUNK DRIVING 250 MARGARET FULLER NEIGHBORHOOD H MARGARET FULLER NEIGHBORHOOD H 71 CHERRY STREET 71 CHERRY STREET CAMBRIDGE MA 02139 NONE PUBLIC ANTI-POVERTY 200 MERCY SHIPS MERCY SHIPS PO BOX 2020 PO BOX 2020 GARDEN VALLEY TX 75771 NONE PUBLIC WORLD HEALTH 500 METROPOLITAN OPERA METROPOLITAN OPERA 70 LINCOLN CENTER PLAZA 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE PUBLIC ARTS 1000 MOTHER'S CLUB MOTHER'S CLUB 980 N FAIR OAKS AVENUE 980 N FAIR OAKS AVENUE PASADENA CA 91103 NONE PUBLIC ANTI-POVERTY 200 MOTHER'S CLUB LEARNING CTR MOTHER'S CLUB LEARNING CTR 980 N FAIR OAKS AVENUE 980 N FAIR OAKS AVENUE PASADENA CA 91103 NONE PUBLIC ANTI-POVERTY 400 MOVE TO AMEND EDUCATION FUND MOVE TO AMEND EDUCATION FUND PO BOX 188617 PO BOX 188617 SACRAMENTO CA 95818 NONE PUBLIC SOCIAL JUSTICE 100 NATIONAL AUBUDON SOCIETY NATIONAL AUBUDON SOCIETY 225 VARICK ST 7TH FLOOR 225 VARICK ST 7TH FLOOR NEW YORK NY 10014 NONE PUBLIC WILDLIFE PRESERVATION 1000 NATL LGBTQ TASK FORCE FDN NATL LGBTQ TASK FORCE FDN 1325 MASSACHUSETTS AVE NW 1325 MASSACHUSETTS AVE NW WASHINGTON DC 20005 NONE PUBLIC WELLNESS 100 OXFAM OXFAM AMERICA 226 CAUSEWAY ST 5TH FLOO 226 CAUSEWAY ST 5TH FLOO WASHINGTON DC 20036 NONE PUBLIC 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NATURE CONSERVANCY 1000 TRUST FOR PUBLIC LAND TRUST FOR PUBLIC LAND 135 WEST GREEN ST 2ND FL 135 WEST GREEN ST 2ND FL PASADENA CA 91105 NONE PUBLIC NATURE CONSERVANCY 500 UC IRVINE FOUNDATION UC IRVINE FOUNDATION 555 ALDRICH HALL 555 ALDRICH HALL IRVINE CA 92697 NONE PUBLIC EDUCATION 350 UNION RESCUE MISSION UNION RESCUE MISSION 545 SAN PEDRO ST 545 SAN PEDRO ST LOS ANGELES CA 90013 NONE PUBLIC ANTI-POVERTY 500 UNION STATION UNION STATION HOMELESS SERVICES 825 E ORANGE GROVE BLVD 825 E ORANGE GROVE BLVD PASADENA CA 91104 NONE PUBLIC ANTI-POVERTY 500 UNION STATION UNION STATION 825 E ORANGE GROVE BLVD 825 E ORANGE GROVE BLVD PASADENA CA 91104 NONE PUBLIC ANTI-POVERTY 200 WELLESLEY COLLEGE WELLESLEY COLLEGE 106 CENTRAL ST 106 CENTRAL ST WELLESLEY MA 02481 NONE PUBLIC EDUCATION 1000 WILLIAMS COLLEGE WILLIAMS COLLEGE 75 PARK STREET 75 PARK STREET WILLIAMSTOWN MA 01267 NONE PUBLIC EDUCATION 500 WORLD VISION WORLD VISION PO BOX 9716 PO BOX 9716 FEDERAL WAY WA 98063 NONE PUBLIC WORLD HEALTH 500 WORLD WILDLIFE FUND WORLD WILDLIFE FUND 1250 24TH ST NW 1250 24TH ST NW WASHINGTON DC 20037 NONE PUBLIC WILDLIFE PRESERVATION 250 49910 14 13 3 14 32034 14 64 14 620 32731 3 32734 false false false false false false false false false false ACCOUNTING FEES 1193 1193 1193 ADJUSTMENT TO REMOVE CAPITAL LOSS 2016-01 PURCHASE 2016-01 43652 43652 POWERSHARES K-1 ST LOSS PURCHASE 92 -92 POWERSHARES K-1 LT LOSS PURCHASE 9 -9 POWERSHARES K-1 OTHER LOSS PURCHASE 66 -66 VANGUARD GROWTH ETF 2014-04 PURCHASE 2016-02 198 182 16 FRANKLIN MUTUAL FIN SERV Z 2015-09 PURCHASE 2016-01 208 215 -7 JOHN HANCOCK SEAPORT I 2015-12 PURCHASE 2016-02 271 298 -27 FRANKLIN MUTUAL FIN SERV Z 2015-12 PURCHASE 2016-01 295 318 -23 VIRTUS INSIGHT EMERG MKTS I 2015-12 PURCHASE 2015-12 709 702 7 ISHARES MSCI PAC EX-JPN ETF 2014-07 PURCHASE 2015-11 959 1249 -290 JOHN HANCOCK SEAPORT I 2015-11 PURCHASE 2016-03 1032 1098 -66 JOHN HANCOCK SEAPORT I 2015-11 PURCHASE 2016-02 1034 1126 -92 VIRTUS INSIGHT EMERG MKTS I 2016-02 PURCHASE 2016-02 1287 1307 -20 VANGUARD SM CAP VALUE ETF 2014-04 PURCHASE 2016-02 1652 1760 -108 VIRTUS INSIGHT EMERG MKTS I 2016-02 PURCHASE 2016-03 1792 1743 49 VANGUARD SM CAP VALUE ETF 2014-04 PURCHASE 2016-02 1844 1956 -112 VANGUARD SM CAP GROWTH ETF 2014-04 PURCHASE 2016-02 2365 2605 -240 VANGUARD SM CAP VALUE ETF 2014-04 PURCHASE 2016-03 2451 2445 6 AQR MANAGED FUTURES STRATEGY I 2015-03 PURCHASE 2016-02 2645 2834 -189 BLACKSTONE ALT MULTI-STRATEGY INST 2015-11 PURCHASE 2016-02 2665 2871 -206 ISHARES MSCI JAPAN ETF 2015-11 PURCHASE 2016-03 3427 3727 -300 AQR STYLE PREMIA ALTERNATIVE I 2015-11 PURCHASE 2016-02 4084 4224 -140 VANGUARD FTSE EUROPE ETF 2015-11 PURCHASE 2016-03 4783 5063 -280 ISHARES MSCI PAC EX-JPN ETF 2015-03 PURCHASE 2015-11 7671 8865 -1194 VANGUARD VALUE ETF INDEX 2015-11 PURCHASE 2016-03 8137 8175 -38 VANGUARD SM CAP GROWTH ETF 2014-04 PURCHASE 2016-02 9202 10065 -863 VIRTUS INSIGHT EMERG MKTS I 2015-11 PURCHASE 2015-12 12243 12447 -204 VANGUARD GROWTH ETF 2014-04 PURCHASE 2016-03 15563 13620 1943 ALERIAN MLP ETF 2015-03 PURCHASE 2015-11 15882 20986 -5104 ISHARES CORE MSCI EMERGING 2015-12 PURCHASE 2016-01 16408 19075 -2667 VANGUARD SM CAP GROWTH ETF 2015-03 PURCHASE 2016-02 17203 20765 -3562 ALERIAN MLP ETF 2014-12 PURCHASE 2015-11 18598 25344 -6746 VANGUARD SM CAP VALUE ETF 2015-03 PURCHASE 2016-02 18810 21605 -2795 VANGUARD GROWTH ETF 2016-02 PURCHASE 2016-02 19648 19531 117 ISHARES MSCI PAC EX-JPN ETF 2009-12 PURCHASE 2015-11 19752 21401 -1649 ISHARES US HOME CONSTRUCT ETF 2015-11 PURCHASE 2016-01 23400 27197 -3797 FRANKLIN MUTUAL FIN SERV Z 2015-06 PURCHASE 2016-01 24142 26876 -2734 ISHARES RUSSELL 2000 ETF 2015-03 PURCHASE 2015-11 24783 25831 -1048 POWERSHARES DB COMM TRK INC 2015-11 PURCHASE 2016-01 29057 32478 -3421 ISHARES RUSSELL 2000 ETF 2014-10 PURCHASE 2015-11 30662 29207 1455 WISDOMTREE TRUST JAPN HEDGE EQ 2014-04 PURCHASE 2015-11 34187 28434 5753 WISDOMTREE TRUST JAPN HEDGE EQ 2014-10 PURCHASE 2015-11 34242 30993 3249 WISDOMTREE TRUST JAPN HEDGE EQ 2015-03 PURCHASE 2015-11 37742 37334 408 FRANKLIN MUTUAL FIN SERV Z 2015-06 PURCHASE 2015-11 41027 41503 -476 ISHARES CORE MSCI EMERGING 2015-12 PURCHASE 2016-02 51722 57104 -5382 WISDOMTREE EUROPE HEDGED EQUIT 2014-08 PURCHASE 2015-11 56569 52733 3836 VANGUARD MID-CAP ETF INDEX 2015-03 PURCHASE 2015-11 57648 59570 -1922 VIRTUS INSIGHT EMERG MKTS I 2015-03 PURCHASE 2015-12 63140 69650 -6510 WISDOMTREE EUROPE HEDGED EQUIT 2015-03 PURCHASE 2015-11 76699 82829 -6130 PRINCIPAL GLB MULTI STRATEGY A 2015-03 PURCHASE 2015-11 89705 91687 -1982 AQR MANAGED FUTURES STRATEGY 23370 21032 AQR STYLE PREMIA ALTERNATIVE 33304 31023 BLACKSTONE ALT MULTI-STRAT INST 45303 43907 JOHN HANCOCK SEAPORT I 57014 55756 PRINCIPAL GLB MULTI STRATEGY A ALERIAN MLP ETF FIRST TRUST NORTH AMERICAN 32543 36690 FRANKLIN MUTUAL FIN SERV Z ISHARES MSCI JAPAN ETF 109334 108494 ISHARES MSCI PAC EX JAPAN EFT ISHARES RUSSELL 2000 ETF PIMCO ENHANCED SHRT MTRT EXC 32030 32261 SPDR S&P 500 ETF TRUST 106104 126080 SPDR TR SERIES 1 VANGUARD FTSE EUROPE ETF 168675 162844 VANGUARD GROWTH ETF 245890 303242 VANGUARD MID-CAP ETF INDEX VANGUARD SH TM GOV BD 49636 49707 VANGUARD SM CAP GROWTH ETF 54232 60209 VANGUARD SM CAP VALUE ETF 60833 69042 VANGUARD VALUE ETF INDEX 285043 327248 VIRTUS INSIGHT EMERG MKTS I 48240 56934 WISDOMTREE EUROPE HEDGED EQ WISDOMTREE TR JAPAN HEDGED EQ PREPAID EXCISE TAX 560 560 ADJUSTED GAIN/LOSS 3199 DISALLOWED CAPITAL LOSS 43652 EXPENSES K-1 INVESTMENT EXPENSE 1 1 1 K-1 PORTFOLIO DEDUCTIONS 22 22 22 PRINCIPAL GLB MISC INC 64 64 64 PASS-THRU ENTITY ADJUSTMENT 187 INVESTMENT MGMT FEES 7698 7698 7698 PRIOR YEAR EXCISE TAX PAID 290 290 290 PRIOR YEAR UNDERPAYMENT PENALTY 5 5 5