BETA

MARIA ALTMANN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MARIA ALTMANN FAMILY FOUNDATION (EIN 27-4739650)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-11
IRS object ID
201501319349102085
Schema version
2014v5.0
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)
Return2015-05-11T16:57:24-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD L RUVELSONPreparerPersonNm
PTINP00234075PTIN
Phone3108731600PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,238,388FMVAssetsEOYAmt
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$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,657DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,712DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$93,330NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$879,066GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$93,329CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$127,998TotalRevAndExpnssAmt
Total Net Invst Incm$126,052TotalNetInvstIncmAmt
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$1,874LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$937LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$937LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$452TaxesRevAndExpnssAmt
Taxes Net Invst Incm$452TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,715OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,715OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,041TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,104TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,937TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$96,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$96,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$115,891TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,104TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$99,787TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,107ExcessRevenueOverExpensesAmt
Net Investment Income$109,948NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$42,594SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,013SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,013SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,098,770CorporateStockBOYAmt
Corporate Stock EOY$1,123,903CorporateStockEOYAmt
Corporate Stock EOYFMV$1,208,175CorporateStockEOYFMVAmt
Other Assets BOY$645OtherAssetsBOYAmt
Other Assets EOY$200OtherAssetsEOYAmt
Other Assets EOYFMV$200OtherAssetsEOYFMVAmt
Total Assets BOY$1,142,009TotalAssetsBOYAmt
Total Assets EOY$1,154,116TotalAssetsEOYAmt
Total Assets EOYFMV$1,238,388TotalAssetsEOYFMVAmt
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$1,142,009RetainedEarningBOYAmt
Retained Earning EOY$1,154,116RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,142,009TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,154,116TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,142,009TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,154,116TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,142,009TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,107ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,154,116SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,154,116TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH 4272 - COVEREDP2014-01-012014-12-31$406,857$400,962$5,895$5,895
MERRILL LYNCH 4272 - COVERED - WASH SALE DISALLOWEDP2014-01-012014-12-31$3$3$3
MERRILL LYNCH 4272 - COVEREDP2014-01-012014-12-31$317,061$264,555$52,506$52,506
MERRILL LYNCH 4272 - COVERED - WASH SALE DISALLOWEDP2014-01-012014-12-31$1$1$1
MERRILL LYNCH 4272 - NONCOVEREDP2014-01-012014-12-31$142,038$120,220$21,818$21,818
MERRILL LYNCH 4272 - NONCOVERED - WASH SALE DISALLOWEDP2014-01-012014-12-31$10$10$10
CAPITAL GAINS DIVIDENDSP$13,096$13,096$13,096
FieldValueIRS element (for citing)
Capital Gain Net Income$93,329CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$102,170AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,234,356NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.082772DistributionYr1Rt
Adjusted Qlfy Distri Yr2$75,623AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,216,617NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.062158DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,238,872NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.144930TotalDistributionRt
Average Distribution0.028986AverageDistributionRt
Net Vl Noncharitable Assets$1,226,522NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,552AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,099NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36,651AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$99,787QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,099InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,099SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,099TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$521EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$521TotalPaymentsAndCreditsAmt
Tax Due$578TaxDueAmt

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 (5 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
CHARLES ALTMANN
24009 LAUREL PLACECALABASASCA91302VICE PRESIDENT1.00$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$1,214,585AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,615AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,245,200TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,245,200AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,678CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,226,522NetVlNoncharitableAssetsAmt
Minimum Investment Return$61,326MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$61,326MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,099TaxBasedOnInvestmentIncomeAmt
Total Tax$1,099TotalTaxAmt
Distributable Before Adj$60,227DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$60,227DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$60,227DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,787ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$99,787QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,099PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$98,688AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$60,227DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$2,392ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,392TotalExcessDistributionCyovAmt
Qualifying Distributions$99,787QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$60,227AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,560RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$41,952TotalCorpusAmt
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$41,952ExcessDistriCyovToNextYrAmt
Excess From Year1$2,392ExcessFromYear1Amt
Excess From Current Year$39,560ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ZONTA CLUB OF HANALEI FOUNDATION
PO BOX 1314HANALEIHI96714PCGENERAL OPERATING PURPOSE$11,000
BET TZEDEK
3250 WILSHIRE BLVD 13TH FLOORLOS ANGELESCA90010PCGENERAL OPERATING PURPOSE$10,000
CENTRAL VERMONT CHAMBER MUSIC FESTIVAL
219 KELSEY MOUNTAIN ROADRANDOLPH CENTERVT05061PCGENERAL OPERATING PURPOSE$10,000
LOS ANGELES OPERA COMPANY
135 NORTH GRAND AVENUELOS ANGELESCA90012PCGENERAL OPERATING PURPOSE$10,000
PERFORMING ARTS CENTER OF LOS ANGELES COUNTY - MUSIC CENTER OF LOS ANGELES
135 NORTH GRAND AVENUELOS ANGELESCA90012PCGENERAL OPERATING PURPOSE$10,000
UCLA ARTS
BROAD ART CENTER ROOM 8260 240LOS ANGELESCA900951427PCGENERAL OPERATING PURPOSE$10,000CHARLES E YOUNG DRIVE NORTH
UNIVERSITY OF SOUTHERN CALIFORNIA - THORNTON SCHOOL OF MUSIC
UNIVERSITY GARDENSLOS ANGELESCA900898003PCGENERAL OPERATING PURPOSE$10,000
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BOULEVARDLOS ANGELESCA90048PCGENERAL OPERATING PURPOSE$5,000
BAY AREA ADOPTION SERVICE
465 FAIRCHILD DRIVE SUITE 215MOUNTAIN VIEWCA94043PCGENERAL OPERATING PURPOSE$5,000
MATTEL CHILDREN'S HOSPITAL UCLA
757 WESTWOOD PLAZALOS ANGELESCA90095PCGENERAL OPERATING PURPOSE$5,000
TACOMA COMMUNITY BOAT BUILDERS
4540 ADAMS ST 403TACOMAWA98409PCGENERAL OPERATING PURPOSE$2,500
GLORIA KAUFMAN SCHOOL
837 DOWNEY WAY STO 322LOS ANGELESCA90089PCGENERAL OPERATING PURPOSE$1,500
LOS ANGELES MUSEUM OF THE HOLOCAUST
100 S THE GROVE DRLOS ANGELESCA90036PCGENERAL OPERATING PURPOSE$1,000
UNIVERSITY OF PUGET SOUND
1500 N WARNER ST CMB 1075TACOMAWA984161075PCGENERAL OPERATING PURPOSE$1,000
MEDSHARE INTERNATIONAL INC
3240 CLIFTON SPRINGS ROADDECATURGA30034PCGENERAL OPERATING PURPOSE$750
GREENPEACE INC
702 H STREET NW NO 300WASHINGTONDC20001PCGENERAL OPERATING PURPOSE$500
PACIFIC LUTHERAN UNIVERSITY
12180 PARK AVENUE STACOMAWA98447PCGENERAL OPERATING PURPOSE$500
SEA TURTLE RESTORATION
PO BOX 370FOREST KNOLLSCA94933PCGENERAL OPERATING PURPOSE$500
WASHINGTON STATE HOLOCAUST EDUCATION RESOURCE CENTER
2031 THIRD AVESEATTLEWA981212412PCGENERAL OPERATING PURPOSE$500
NATIONAL PUBLIC RADIO INC - KPLU
635 MASSACHUSETTS AVENUE NWWASHINGTONDC20001PCGENERAL OPERATING PURPOSE$300
NORTHWEST CONNECTIONS
PO BOX 1309SWAN VALLEYMT59826PCGENERAL OPERATING PURPOSE$250
NATURAL VILLAGES
PO BOX 471FELTONCA95018PCGENERAL OPERATING PURPOSE$250
CENTER OF CONCERN - EDUCATION FOR JUSTICE
1225 OTIS STREET NWWASHINGTONDC200172516PCGENERAL OPERATING PURPOSE$200
ENVIRONMENTAL PROTECTION INFORMATION CENTER - SAVE RICHARDSON GROVE
145 G STREETARCATACA95521PCGENERAL OPERATING PURPOSE$200
KBTC ASSOCIATION - KBTC PUBLIC TELEVISION
PO BOX 11024TACOMAWA98411PCGENERAL OPERATING PURPOSE$200
KCTS TELEVISION
401 MERCER STREETSEATTLEWA981094640PCGENERAL OPERATING PURPOSE$200
WATERORG
920 MAIN STREETKANSAS CITYMO64105PCGENERAL OPERATING PURPOSE$200
MARY BRIDGE CHILDREN'S FOUNDATION
PO BOX 5296TACOMAWA98415PCGENERAL OPERATING PURPOSE$100
ST JUDE CHILDREN'S HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105PCGENERAL OPERATING PURPOSE$100
WASHINGTON ENVIRONMENTAL COUNCIL
1402 3RD AVENUESEATTLEWA98101PCGENERAL OPERATING PURPOSE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$96,850TotalGrantOrContriPdDurYrAmt
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$11ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,657ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$93,330ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$127,998ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$127,998TotalIncomeProducingActyAmt

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$4,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH - #272StockNm
EOY Book Value$1,123,903EOYBookValueAmt
EOYFMV$1,208,175EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEECategoryTxt
Legal Fees$1,874LegalFeesAmt
Net Investment Income$937NetInvestmentIncomeAmt
Disbursements Charitable Prps$937DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$645BOYBookValueAmt
EOY Book Value$200EOYBookValueAmt
EOYFMV$200EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT BANK FEES - EMA ANNUAL FEE$150$150$0
INVESTMENT BANK FEES - PIA ADVISORY FEE$12,461$12,461$0
MISC INVESTMENT FEES$104$104$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHOLDINGSCategoryTxt
Amt$452Amt
Net Investment Income$452NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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