PETER W MULLIN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETER W MULLIN FAMILY CHARITABLE FOUNDATION (EIN 95-4442949)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349103602
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:30:39-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954442949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER W MULLIN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 8053855400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1421 EMERSON AVENUE | AddressLine1Txt |
| City | OXNARD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE ALARIO | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 8053855400 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELEANOR A LIVINGSTON CPA MST | PreparerPersonNm |
| PTIN | P00226461 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $150,713,970 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $142,671,024 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,083 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,864 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,449 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,601 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,429,539 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,846 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $144,186,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,619 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $125,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $385,438 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $24,076 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $361,362 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $146 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $146 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,000 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,188 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,281 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $544,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,264 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $514,789 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $870,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $870,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,414,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,264 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,384,789 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $142,772,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,355 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $163,294 | CashEOYAmt |
| Cash EOYFMV | $163,294 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $281,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $782,942 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $782,942 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,443,022 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,443,022 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $313,748 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $296,292 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $296,292 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $130,028,420 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $130,028,420 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $594,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $150,713,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $150,713,970 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $16,605 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $3,655,604 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $10,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,672,209 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $584,915 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,648,945 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $126,392,816 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $584,915 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $147,041,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $594,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $150,713,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $584,915 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $142,772,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,684,767 | OtherIncreasesAmt |
| Subtotal | $147,041,761 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $147,041,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ANGELENO INVESTORS - NF CO-INVEST LP | D | $39,467 | $39,467 | $0 | $0 |
| AMERICAN CENTURY VENTURE FUND I | D | $1,020 | $1,020 | $1,020 | |
| 3X5 RIVERVEST FUND II-B | D | $11,381 | -$11,381 | -$11,381 | |
| ANGELENO INVESTORS NEW FOREST CO-INVEST | D | $36,962 | $36,962 | $36,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,601 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $575 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $575 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $33,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $33 | EsPenaltyAmt |
| Overpayment | $32,392 | OverpaymentAmt |
| Applied To ES Tax | $32,392 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | ANNE ALARIO | IndividualWithBooksNm |
| Phone | 7143210387 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 SPYGLASS HILL DR | AddressLine1Txt |
| City | KELLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76248 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| MERLE MULLIN | ||||||||
| 1421 EMERSON AVENUE | OXNARD | CA | 93033 | SECRETARY | 8.00 | $20,000 | $0 | $0 |
| BRIAN P MULLIN | ||||||||
| 1421 EMERSON AVENUE | OXNARD | CA | 93033 | VICE PRESIDENT | 8.00 | $20,000 | $0 | $0 |
| DARCY A COBB | ||||||||
| 1421 EMERSON AVENUE | OXNARD | CA | 93033 | TREASURER | 8.00 | $20,000 | $0 | $0 |
| SUSAN BENDRICK | ||||||||
| 1421 EMERSON AVENUE | OXNARD | CA | 93033 | ASST. SECRETARY | 15.00 | $0 | $0 | $0 |
| TIMOTHY P MULLIN | ||||||||
| 1421 EMERSON AVENUE | OXNARD | CA | 93033 | VICE PRESIDENT | 8.00 | $20,000 | $0 | $0 |
| JEFFREY B O'NEILL | ||||||||
| 1421 EMERSON AVENUE | OXNARD | CA | 93033 | VICE PRESIDENT | 8.00 | $20,000 | $0 | $0 |
| ANNE J ALARIO | ||||||||
| 1421 EMERSON AVENUE | OXNARD | CA | 93033 | ASST. TREASURER | 15.00 | $0 | $0 | $0 |
| JEFFREY J BROWN | ||||||||
| 1421 EMERSON AVENUE | OXNARD | CA | 93033 | CHAIRMAN | 12.00 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREENBERG TRAURIG LLP | |||||
| 18565 JAMBOREE ROAD SUITE 500 | IRVINE | CA | 92612 | LEGAL | $192,076 |
| MCDERMOTT WILL AND EMERY | |||||
| PO BOX 1675 | CAROL STREAM | IL | 601321675 | LEGAL | $183,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $17,787,870 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,261,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $296,292 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,345,677 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,345,677 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $290,185 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,055,492 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $952,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $952,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $575 | TotalTaxAmt |
| Distributable Before Adj | $952,200 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $952,200 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $952,200 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,384,789 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,384,789 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $952,200 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $356,813 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $439,194 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,953 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $153,667 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $167,243 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,205,870 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,384,789 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $952,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $432,589 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,638,459 | 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 | $356,813 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,281,646 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $439,194 | ExcessFromYear4Amt |
| Excess From Year3 | $88,953 | ExcessFromYear3Amt |
| Excess From Year2 | $153,667 | ExcessFromYear2Amt |
| Excess From Year1 | $167,243 | ExcessFromYear1Amt |
| Excess From Current Year | $432,589 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MERLE MULLIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A SENSE OF HOME | |||||||
| 3457 W EL SEGUNDO BLVD UNIT A | HAWTHORNE | CA | 90250 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CHARITY WATER | |||||||
| DONATION PROCESSING CENTER PO BOX | HAGERSTOWN | MD | 217415026 | PC | GENERAL OPERATING SUPPORT | $20,000 | 5026 |
| CHILDRENS HOSPITAL AND HEALTHCARE SERVICES FOUNDATION | |||||||
| 1006 E MARSHALL ST | RICHMOND | VA | 23298 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CHURCH BY THE SEA | |||||||
| 468 LEGION STREET | LAGUNA BEACH | CA | 92651 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| COLBURN SCHOOL | |||||||
| 200 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COLLEGE TRACK | |||||||
| 483 9TH STREET SUITE 200 | OAKLAND | CA | 94607 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CROSSROADS SCHOOL | |||||||
| ATTN ADVANCEMENT OFFICE 1714 - 21ST | SANTA MONICA | CA | 90404 | PC | GENERAL OPERATING SUPPORT | $20,000 | STREET |
| DAWN REDWOODS CHARITABLE TRUST | |||||||
| 1 BLACKFIELD DRIVE SUITE 331 | TIBURON | CA | 94920 | PC | GENERAL OPERATING SUPPORT | $55,000 | |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90013 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ECF KAYNE ERAS SCHOOL | |||||||
| 5350 MACHADO RAOD | CULVER CITY | CA | 90230 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| EVERYCHILD FOUNDATION | |||||||
| PO BOX 1808 | PACIFIC PALISADES | CA | 90272 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FLATIRONS CHURCH | |||||||
| 400 W SOUTH BOULDER ROAD SUITE 1700 | LAFAYETTE | CO | 80026 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FOSTERALL | |||||||
| 1544 W GLENOAKS BLVD | GLENDALE | CA | 91201 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FRIENDS OF LAGUNA SECA | |||||||
| 18900 PORTOLA DR | SALINAS | CA | 93908 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| GLANCY WINE EDUCATION FOUNDATION | |||||||
| 127 SOUTH ROSE STREET | LODI | CA | 95240 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GLOBAL PARTNERSHIPS | |||||||
| 1201 WESTERN AVE SUITE 410 | SEATTLE | WA | 98101 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HIRSHBERG FOUNDATION FOR PANCREATIC CANCER RESEARCH | |||||||
| 2990 S SEPULVEDA BLVD SUITE 300C | LOS ANGELES | CA | 90064 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| J PAUL GETTY TRUST | |||||||
| 200 S BARRINGTON AVE PO BOX 490671 | LOS ANGELES | CA | 900499998 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JOYCE MEYER MINISTRIES | |||||||
| 700 GRACE PARKWAY | FENTON | MO | 63026 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| KU ENDOWMENT | |||||||
| ATTN MEGHAN FLANDERS PO BOX 928 | LAWRENCE | KS | 66044 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LOS ANGELES VIRTUOSI ORCHESTRA | |||||||
| 2121 AVENUE OF THE STARTS 2200 | LOS ANGELES | CA | 90067 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LOYOLA HIGH SCHOOL | |||||||
| 1901 VENICE BLVD | LOS ANGELES | CA | 90006 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MARIN HEALTH FOUNDATION | |||||||
| 1350 SOUTH ELISEO DRIVE 110 | GREENBRAE | CA | 94904 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MARLBOROUGH SCHOOL | |||||||
| 250 SOUTH ROSSMORE AVENUE | LOS ANGELES | CA | 90004 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| MISSION AT NATUVU CREEK | |||||||
| 86 EMERALD BAY | LAGUNA BEACH | CA | 92651 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NEWPORT BEACH PUBLIC LIBRARY | |||||||
| 1000 AVOCADO AVENUE | NEWPORT BEACH | CA | 92660 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| OBERLIN DANCE COMPANY | |||||||
| RHYTHM MOTION FACULTY 351 SHOTWELL | SAN FRANCISCO | CA | 94110 | PC | GENERAL OPERATING SUPPORT | $50,000 | ST |
| PERFORMING ARTS CENTER OF LOS ANGELES COUNTY | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PETERSEN AUTOMOTIVE MUSEUM | |||||||
| 6060 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SAINT MONICA PREPARATORY | |||||||
| 1011 7TH ST | SANTA MONICA | CA | 90403 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| SAINT MONICA PREPARATORY | |||||||
| 1011 7TH ST | SANTA MONICA | CA | 90403 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SAMARITAN'S PURSE | |||||||
| 801 BAMBOO ROAD PO BOX 3000 | BOONE | NC | 28607 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SANDALS CHURCH HUNTER PARK | |||||||
| 150 PALMYRITA AVENUE | RIVERSIDE | CA | 92507 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| SHERMAN LIBRARY & GARDENS | |||||||
| 2647 EAST COAST HIGHWAY | CORONA DEL MAR | CA | 92625 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SISTER STELLA FOUNDATION ST PAUL THE APOSTLE | |||||||
| PO BOX 492515 | LOS ANGELES | CA | 90049 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ST JOHN'S HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ST PAUL THE APOSTLE CATHOLIC COMMUNITY | |||||||
| 10750 OHIO AVENUE | LOS ANGELES | CA | 900245032 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SUMMER SEARCH | |||||||
| PO BOX 7731 | SAN FRANCISCO | CA | 941207731 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| THE MUSIC CENTER FOUNDATION | |||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| UC BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVENUE SUITE 400 | BERKELEY | CA | 947041070 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| UC DAVIS FOUNDATION | |||||||
| 202 COUSTEAU PLACE SUITE 185 | DAVIS | CA | 95618 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| UC DAVIS FOUNDATION MANETTI SHREM MUSEUM | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| USC LEONARD DAVIS SCHOOL OF GERONTOLOGY | |||||||
| 3715 MCCLINTOCK AVE | LOS ANGELES | CA | 90089 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $870,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,083 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,467 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| DEFERRED COMPENSATION - AVERY DENNISON CORP | 01 | $748,671 |
| DEFERRED COMPENSATION - MATRIX TRUST CO | 01 | $636,371 |
| RETIRED DIRECTORS COMPENSATION - AVERY DENNISON CORP | 01 | $65,000 |
| DISPUTE RESOLUTION CAPITAL | 14 | -$18,726 |
| DISPUTE RESOLUTION CAPITAL | 14 | -$1,777 |
| ANGELENO INVESTORS NEW FOREST CO-INVEST, LP | 14 | -$69 |
| ANGELENO INVESTORS NEW FOREST CO-INVEST, LP LOSS NOT ON BOOKS | 14 | $69 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,515,089 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,515,089 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PETER W MULLIN ADMINISTRATIVE TRUST | |||||||
| 1 | 505 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94111 | $406,671 | Yes (X) | |
| ESTATE OF PETER W MULLIN | |||||||
| 2 | 1421 EMERSON AVENUE | OXNARD | CA | 93033 | $15,890,537 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 28 SHARES OF BRK.A AND 810 SHARES OF BRK.B | NoncashPropertyDesc |
| Fair Market Value | $15,738,678 | FairMarketValueAmt |
| Received | 2024-01-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $146 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $146 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB #9630 - EQUITIES | $10,105 | $10,105 |
| CHARLES SCHWAB #3312 - EQUITIES | $19,432,917 | $19,432,917 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN CENTURY VENTURE FUND I, LP | FMV | $258,445 | $258,445 |
| 3X5 RIVERVEST FUND II-B, LP | FMV | $9,027 | $9,027 |
| DISPUTE RESOLUTION CAPITAL LLC | FMV | $8,543 | $8,543 |
| ANGELENO INVESTORS NEW FORESTS CO-INVEST LP | FMV | $20,277 | $20,277 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $385,438 | LegalFeesAmt |
| Net Investment Income | $24,076 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $361,362 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFERRED COMPENSATION | $0 | $3,655,604 | $3,655,604 |
| BENEFICIAL INTEREST IN TRUST | $0 | $126,372,816 | $126,372,816 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RRF-1 FEE | $100 | $0 | $100 |
| DUES AND SUBSCRIPTIONS | $15 | $0 | $15 |
| INSURANCE | $6,949 | $0 | $6,949 |
| POSTAGE AND SHIPPING | $578 | $0 | $578 |
| GENERAL AND ADMINISTRATIVE | $392 | $0 | $392 |
| MEETING EXPENSE | $5,247 | $0 | $5,247 |
| OTHER INVESTMENT EXPENSE - ANGELENO INVESTORS | $5,169 | $0 | $0 |
| OTHER INVESTMENT EXPENSE - AMERICAN CENTURY VENTURE FUND I | $0 | $3,879 | $0 |
| OTHER INVESTMENT EXPENSE - 3X5 RIVERVEST FUND II-B | $0 | $1,982 | $0 |
| OTHER INVESTMENT EXPENSE - ANGELENO INVESTORS NEW FORESTS | $0 | $327 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DEFERRED COMPENSATION - AVERY DENNISON CORP | $748,671 | $748,671 | |
| DEFERRED COMPENSATION - MATRIX TRUST CO | $636,371 | $636,371 | |
| RETIRED DIRECTORS COMPENSATION - AVERY DENNISON CORP | $65,000 | $65,000 | |
| DISPUTE RESOLUTION CAPITAL | -$18,726 | -$18,726 | |
| DISPUTE RESOLUTION CAPITAL | -$1,777 | -$1,777 | -$1,777 |
| ANGELENO INVESTORS NEW FOREST CO-INVEST, LP | -$69 | -$69 | -$69 |
| ANGELENO INVESTORS NEW FOREST CO-INVEST, LP LOSS NOT ON BOOKS | $69 | $69 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $3,631,790 |
| PRIOR PERIOD ADJUSTMENT - ANGELENO INVESTORS CONTRIBUTION | $52,977 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTION REFUNDABLE | Desc |
| BOY Book Value | $10,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
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