BETA

MARIA ALTMANN FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MARIA ALTMANN FAMILY FOUNDATION (EIN 27-4739650)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-14
IRS object ID
201601669349100830
Schema version
2015v2.1
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)
Return2016-06-14T20:20:47-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-06-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAUREN A HAVERLOCKPreparerPersonNm
PTINP00545829PTIN
Phone3108731600PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,082,826FMVAssetsEOYAmt
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$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,322DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,990DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$38,762NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,415,834GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$38,762CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$70,092TotalRevAndExpnssAmt
Total Net Invst Incm$68,760TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,321LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$661LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$528LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,280AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,890OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,890OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$484TaxesRevAndExpnssAmt
Taxes Net Invst Incm$484TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$758OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$758OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,653TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,393TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,808TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$123,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$123,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$141,553TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,393TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$125,708TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$71,461ExcessRevenueOverExpensesAmt
Net Investment Income$53,367NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$30,013SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,769SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,769SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,123,903CorporateStockBOYAmt
Corporate Stock EOY$1,051,601CorporateStockEOYAmt
Corporate Stock EOYFMV$1,051,772CorporateStockEOYFMVAmt
Other Assets BOY$200OtherAssetsBOYAmt
Other Assets EOY$285OtherAssetsEOYAmt
Other Assets EOYFMV$285OtherAssetsEOYFMVAmt
Total Assets BOY$1,154,116TotalAssetsBOYAmt
Total Assets EOY$1,082,655TotalAssetsEOYAmt
Total Assets EOYFMV$1,082,826TotalAssetsEOYFMVAmt
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$1,154,116RetainedEarningBOYAmt
Retained Earning EOY$1,082,655RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,154,116TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,082,655TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,154,116TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,082,655TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,154,116TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$71,461ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,082,655SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,082,655TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED STOCKSP2015-01-012015-12-31$1,409,193$1,377,072$32,121$32,121
CAPITAL GAINS DIVIDENDSP$6,641$6,641$6,641
FieldValueIRS element (for citing)
Capital Gain Net Income$38,762CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$98,688AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,226,522NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.080462DistributionYr1Rt
Adjusted Qlfy Distri Yr2$102,170AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,234,356NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.082772DistributionYr2Rt
Adjusted Qlfy Distri Yr3$75,623AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,216,617NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.062158DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,238,872NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.225392TotalDistributionRt
Average Distribution0.045078AverageDistributionRt
Net Vl Noncharitable Assets$1,142,648NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$51,508AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$534NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$52,042AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$125,708QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$534InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$534SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$534TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$600AppliedToEsTaxAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Overpayment$53OverpaymentAmt
Applied To ES Tax$53AppliedToESTaxAmt
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
Phone3108731616PhoneNum

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

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$1,125,673AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,376AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,160,049TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,160,049AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,401CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,142,648NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,132MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,132MinimumInvestmentReturnAmt
Tax Based On Investment Income$534TaxBasedOnInvestmentIncomeAmt
Total Tax$534TotalTaxAmt
Distributable Before Adj$56,598DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$56,598DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$56,598DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,708ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$125,708QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$534PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$125,174AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,598DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$2,392ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$39,560ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$41,952TotalExcessDistributionCyovAmt
Qualifying Distributions$125,708QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,598AppliedToCurrentYearAmt
Remaining Distri From Corpus$69,110RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$111,062TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$111,062ExcessDistriCyovToNextYrAmt
Excess From Year2$2,392ExcessFromYear2Amt
Excess From Year1$39,560ExcessFromYear1Amt
Excess From Current Year$69,110ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ZONTA CLUB OF HANALEI FOUNDATION
PO BOX 1314HANALEIHI96714PCPROGRAM ACTIVITIES$18,000
LOS ANGELES MUSEUM OF THE HOLOCAUST
100 S THE GROVE DRLOS ANGELESCA90036PCPROGRAM ACTIVITIES$10,500
BET TZEDEK
3250 WILSHIRE BLVD 13TH FLOORLOS ANGELESCA90010PCPROGRAM ACTIVITIES$10,000
LOS ANGELES OPERA COMPANY
135 NORTH GRAND AVENUELOS ANGELESCA90012PCPROGRAM ACTIVITIES$10,000
PERFORMING ARTS CENTER OF LOS ANGELES COUNTY - MUSIC CENTER OF LOS ANGELES
135 NORTH GRAND AVENUELOS ANGELESCA90012PCPROGRAM ACTIVITIES$10,000
UCLA ARTS
BROAD ART CENTER ROOM 8260 240LOS ANGELESCA900951427PCPROGRAM ACTIVITIES$10,000CHARLES E YOUNG DRIVE NORTH
UNIVERSITY OF SOUTHERN CALIFORNIA - THORNTON SCHOOL OF MUSIC
UNIVERSITY GARDENSLOS ANGELESCA900898003PCPROGRAM ACTIVITIES$10,000
BAY AREA ADOPTION SERVICE
465 FAIRCHILD DRIVE SUITE 215MOUNTAIN VIEWCA94043PCPROGRAM ACTIVITIES$10,000
OUR LADY OF MALIBU
3625 S WINTER CANYON RDMALIBUCA90265PCPROGRAM ACTIVITIES$9,500
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BOULEVARDLOS ANGELESCA90048PCPROGRAM ACTIVITIES$5,000
MATTEL CHILDREN'S HOSPITAL UCLA
757 WESTWOOD PLAZALOS ANGELESCA90095PCPROGRAM ACTIVITIES$5,000
TACOMA COMMUNITY BOAT BUILDERS
4540 ADAMS ST 403TACOMAWA98409PCPROGRAM ACTIVITIES$3,500
GLORIA KAUFMAN SCHOOL
837 DOWNEY WAY STO 322LOS ANGELESCA90089PCPROGRAM ACTIVITIES$2,500
VIEWPOINT EDUCATIONAL FOUNDATION
23620 MULHOLLAND HWYCALABASASCA91302PCPROGRAM ACTIVITIES$2,500
UNIVERSITY OF PUGET SOUND
1500 N WARNER ST CMB 1075TACOMAWA984161075PCPROGRAM ACTIVITIES$1,000
RIPPLE EFFECT INC
1905 E 13TH AVESPOKANEWA99202PCPROGRAM ACTIVITIES$1,000
MEDSHARE INTERNATIONAL INC
3240 CLIFTON SPRINGS ROADDECATURGA30034PCPROGRAM ACTIVITIES$500
GREENPEACE INC
702 H STREET NW NO 300WASHINGTONDC20001PCPROGRAM ACTIVITIES$500
PACIFIC LUTHERAN UNIVERSITY
12180 PARK AVENUE STACOMAWA98447PCPROGRAM ACTIVITIES$500
SEA TURTLE RESTORATION
PO BOX 370FOREST KNOLLSCA94933PCPROGRAM ACTIVITIES$500
AID NW
621 TACOMA AVE S SUITE 315TACOMAWA98402PCPROGRAM ACTIVITIES$500
BADGE2BADGE
17404 VENTURA BLVD 2ND FLOORENCINOCA91316PCPROGRAM ACTIVITIES$500
NATIONAL PUBLIC RADIO INC - KPLU
635 MASSACHUSETTS AVENUE NWWASHINGTONDC20001PCPROGRAM ACTIVITIES$300
NATURAL VILLAGES
PO BOX 471FELTONCA95018PCPROGRAM ACTIVITIES$250
TACOMA ART MUSEUM
1701 PACIFIC AVENUETACOMAWA98402PCPROGRAM ACTIVITIES$250
ENVIRONMENTAL PROTECTION INFORMATION CENTER - SAVE RICHARDSON GROVE
145 G STREETARCATACA95521PCPROGRAM ACTIVITIES$200
KBTC ASSOCIATION - KBTC PUBLIC TELEVISION
PO BOX 11024TACOMAWA98411PCPROGRAM ACTIVITIES$200
KCTS TELEVISION
401 MERCER STREETSEATTLEWA981094640PCPROGRAM ACTIVITIES$200
CORA VOCE
3073 SE GRANDHAVEN STREETPORT ORCHARDWA98367PCPROGRAM ACTIVITIES$200
TACOMA OPERA
47 ST HELENS AVENUE SUITE 201TACOMAWA98402PCPROGRAM ACTIVITIES$200
NORTHWEST CONNECTIONS
PO BOX 1309SWAN VALLEYMT59826PCPROGRAM ACTIVITIES$100
CENTER OF CONCERN - EDUCATION FOR JUSTICE
1225 OTIS STREET NWWASHINGTONDC200172516PCPROGRAM ACTIVITIES$100
MARY BRIDGE CHILDREN'S FOUNDATION
PO BOX 5296TACOMAWA98415PCPROGRAM ACTIVITIES$100
ST JUDE CHILDREN'S HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105PCPROGRAM ACTIVITIES$100
WASHINGTON ENVIRONMENTAL COUNCIL
1402 3RD AVENUESEATTLEWA98101PCPROGRAM ACTIVITIES$100
THE LEAGUE OF WOMEN VOTERS
1730 M STREET NW SUITE 1000WASHINGTONDC20036PCPROGRAM ACTIVITIES$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$123,900TotalGrantOrContriPdDurYrAmt
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$8ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,322ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$38,762ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$70,092ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$70,092TotalIncomeProducingActyAmt

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$3,200Amt
Net Investment Income$1,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,280DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH - #272StockNm
EOY Book Value$1,051,601EOYBookValueAmt
EOYFMV$1,051,772EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEECategoryTxt
Legal Fees$1,321LegalFeesAmt
Net Investment Income$661NetInvestmentIncomeAmt
Disbursements Charitable Prps$528DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$200BOYBookValueAmt
EOY Book Value$285EOYBookValueAmt
EOYFMV$285EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT BANK FEES - EMA ANNUAL FEEDesc
Revenue And Expenses Per Books$758RevenueAndExpensesPerBooksAmt
Net Investment Income$758NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT BANK FEES - PIA ADVISORY FEECategoryTxt
Amt$11,890Amt
Net Investment Income$11,890NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHOLDINGSCategoryTxt
Amt$484Amt
Net Investment Income$484NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.