2015-03-16T06:33:08-05:00 2014-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2013-07-01 951641455 MOUNT ST MARY'S COLLEGE MOUN 3109544040 12001 CHALON RD LOS ANGELES CA 90049 CHRIS K MCALARY VP ADMINISTRATION AND FINANCE 3109544040 2015-02-24 1 LAWRENCE H MOHR CPA P00447603 6128764500 2013 2016-03-07 17:11:31Z ANN MCELANEY-JOHNSON 12001 CHALON RD LOS ANGELES CA 90049 151216634 0 0928 X WWW.MSMC.LA.EDU X 1925 CA MOUNT ST. MARY'S COLLEGE IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION FOUNDED BY THE SISTERS OF ST. JOSEPH OF CARONDELET (PROVINCIALATE), A RELIGIOUS COMMUNITY OF THE ROMAN CATHOLIC CHURCH. THE COLLEGE WAS FOUNDED IN 1925 BY THE SISTERS OF ST. JOSEPH AND HAS OPERATED CONTINOUSLY SINCE THAT DATE. THE OBJECTIVE OF MOUNT ST. MARY'S COLLEGE AS A NONPROFIT EDUCATIONAL INSTITUTION IS SERVICE. THE COLLEGE HAS DEVOTED ITSELF TO EXCELLENCE IN LIBERAL ARTS AND SCIENCES AND GRANTS DEGREES IN ASSOCIATE, BACCALAUREATE AND MASTERS PROGRAMS, WITH A SPECIAL FOCUS ON THE EDUCATION OF WOMEN FOR LEADERSHIP POSITIONS IN OUR SOCIETY. 24 23 1794 234 -46673 -59738 10486231 10044714 87944538 96844146 5106342 10526939 1409224 1348559 104946335 118764358 24516407 27870573 0 0 38578544 44092542 26880 14210 1618417 28495249 32620219 91617080 104597544 13329255 14166814 211188008 234039398 15513876 18118813 195674132 215920585 X MOUNT ST. MARY'S COLLEGE OFFFERS A DYNAMIC LEARNING EXPERIENCE IN THE LIBERAL ARTS AND SCIENCES TO A DIVERSE STUDENT BODY. AS A CATHOLIC COLLEGE PRIMARILY FOR WOMEN, WE ARE DEDICATED TO PROVIDING A SUPERIOR EDUCATION ENHANCED BY AN EMPHASIS ON BUILDING LEADERSHIP SKILLS AND FOSTERING A SPIRIT TO SERVE OTHERS. OUR MEASURE OF SUCCESS IS GRADUATES WHO ARE COMMITTED TO USING THEIR KNOWLEDGE AND SKILLS TO BETTER THEMSELVES, THEIR ENVIRONMENTS, AND THE WORLD. 1 0 84482191 27870573 88623481 INSTRUCTION: MOUNT ST. MARY'S COLLEGE PROVIDES VALUES BASED TRADITIONAL UNDERGRADUATE EDUCATION FOR WOMEN, AS WELL AS, INNOVATIVE NON-TRADITIONAL UNDERGRADUATE AND GRADUATE EDUCATIONAL PROGRAMS FOR WOMEN AND MEN. THE COLLEGE'S ACADEMIC PROGRAMS PLACE A STRONG EMPHASIS ON SOCIAL AND ETHICAL VALUES CONSISTENT WITH A VIEW OF COMPASSIONATE COMMUNITY INVOLVEMENT. SINCE ITS INCEPTION, THE COLLEGE HAS GRANTED MORE THAN 18,000 DEGREES. DURING THE FISCAL YEAR ENDED JUNE 30, 2014, THE COLLEGE ENROLLED APPROXIMATELY 1,950 FULL-TIME EQUIVALENT (FTE) TRADITIONAL UNDERGRADUATE STUDENTS; 480 FTE NON-TRADITIONAL UNDERGRADUATE STUDENTS; AND 600 FTE GRADUATE STUDENTS. 5885883 9610805 AUXILIARY ENTERPRISES: MOUNT ST. MARY'S COLLEGE AUXILIARY ENTERPRISES ARE COMPRISED OF RESIDENCE AND DINING HALLS, AND PARKING FACILITIES. DURING THE FISCAL YEAR ENDED JUNE 30, 2014, RESIDENCE HALL OCCUPATION WAS APPROXIMATELY 625 UNDERGRADUATE STUDENTS. 90368074 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 216 0 1794 1 1 1 1 CJ CA 0 0 0 0 0 0 0 0 X 24 23 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ANDREW LOCCISANO 3109544040 12001 CHALON ROAD LOS ANGELES CA 90049 MCELANEY-JOHNSON ANN PRESIDENT 40.00 0.00 X X 256814 0 132339 JUDITH R MCDONALD CHAIR 0.50 0.00 X 0 0 0 THOMAS J BLUMENTHAL TRUSTEE 0.50 0.00 X 0 0 0 MSGR CLEMENT J CONNOLLY TRUSTEE 0.50 0.00 X 0 0 0 SR ANNETTE DEBS CSJ TRUSTEE 0.50 39.50 X 0 0 0 DR SHIREEN FATEMI TRUSTEE 0.50 0.00 X 0 0 0 CATHY FICKES TRUSTEE 0.50 0.00 X 0 0 0 SUSAN GEORGINO TRUSTEE 0.50 0.00 X 0 0 0 THE HON GABRIEL GUTIERREZ TRUSTEE 0.50 0.00 X 0 0 0 SISTER JOAN HENEHAN TRUSTEE 0.50 39.50 X 0 0 0 PHYLLIS L HENNIGAN TRUSTEE 0.50 0.00 X 0 0 0 THE HON JANE LUECKE JOHNSON TRUSTEE 0.50 0.00 X 0 0 0 JOSEPH J KEARNS TRUSTEE 0.50 0.00 X 0 0 0 SISTER CATHERINE MARIE KRETA TRUSTEE 0.50 39.50 X 0 0 0 MONICA SPILLANE LUECHTEFELD TRUSTEE 0.50 0.00 X 0 0 0 DR MARIA GUTIERREZ OTT TRUSTEE 0.50 0.00 X 0 0 0 JOAN OTOMO-CORGEL TRUSTEE 0.50 0.00 X 0 0 0 STEPHEN F PAGE TRUSTEE 0.50 0.00 X 0 0 0 SISTER MARY PATRICIA ROSHOLT TRUSTEE 0.50 39.50 X 0 0 0 DR LINDA J SAX TRUSTEE 0.50 0.00 X 0 0 0 JANNE A SHIRLEY TRUSTEE 0.50 0.00 X 0 0 0 CAMBRIA SMITH TRUSTEE 0.50 0.00 X 0 0 0 SISTER BARBARA ANNE STOWASSER TRUSTEE 0.50 39.50 X 0 0 0 GRACE KADNER WICKERSHAM TRUSTEE 0.50 0.00 X 0 0 0 MCALARY CHRISTOPHER VP ADMIN AND FINANCE 40.00 0.00 X 214226 0 21112 SMITH LAWRENCE VP INFORMATION TECHNOLOGY 40.00 0.00 X 200574 0 27714 LINGUA JANE VP STUDENT SERVICES 40.00 0.00 X 195002 0 27099 CUBBA STEPHANIE VP INSTITUTIONAL ADVACEMEN 40.00 0.00 X 214550 0 24246 MCCREDIE WENDY J PROVOST 40.00 0.00 X 72976 0 12376 BROWN HEATHER DIRECTOR OF INST RESEARCH 40.00 0.00 X 152762 0 21174 DUMONT MICHELE PROFESSOR 40.00 0.00 X 135948 0 12181 LEESE DAVID PROFESSOR 40.00 0.00 X 126192 0 28909 BLATTI GLORIA PROFESSOR 40.00 0.00 X 125924 0 29054 KENNETT JAMES PROFESSOR 40.00 0.00 X 121710 0 28123 DOUD JACQUELINE FORMER PRESIDENT 40.00 0.00 X 163107 0 0 SIEBERT ELEANOR FORMER PROVOST 40.00 0.00 X 151790 0 17240 2131575 0 381567 37 1 1 0 BON APPETIT 12001 CHALON ROAD LOS ANGELES CA 90049 RESTAURANT MANAGEMENT 2369121 ELLUCIAN COMPANY 13377 COLLECTION CENTER DR CHICAGO IL 60693 COMPUTER SUPPORT 2367543 SOUTHERN CALIFORNIA LANDSCAPE INC 1233 W 253 STREET HARBOR CITY CA 907102413 LANDSCAPING 1517408 UNIVERSAL PROTECTION SERVICE 3800 W 800TH ST SUITE 1250 BLOOMINGTON MN 55431 SECURITY 903449 SCELC PO BOX 60330 LOS ANGELES CA 900600330 SUBSCRIPTION 372655 40 308948 4430034 5305732 81041 10044714 TUITION AND FEES 611710 88623481 88623481 FOOD SERVICE 721310 4156651 4156651 HOUSING 721310 4064014 4064014 96844146 1676191 -46923 1723114 242661 284242 -41581 -41581 250 -41831 41018782 32168034 8850748 8850748 8850748 DA CAMERA SOCIETY 611710 721472 721472 MISCELLANEOUS INCOME 611710 486116 486116 ADMIN RECOVERY 611710 91837 91837 90715 90715 1390140 118764358 98234286 -46673 10532031 27870573 27870573 1323018 408428 697084 217506 33788076 29551012 3459429 777635 2480854 1958969 441730 80155 4079408 3221242 726362 131804 2421186 1911852 431106 78228 6218165 4350836 1772883 94446 173124 22226 150898 149754 7425 142329 14210 14210 459642 459642 2143855 1762793 315970 65092 1243859 1197721 34934 11204 10709023 8980452 1615247 113324 2084890 1613095 471160 635 1609991 1439941 170050 613407 475526 108715 29166 254728 218410 31366 4952 207673 195213 12460 260800 203307 57493 3482531 3273579 208952 275255 504 274691 60 BUILDING MAINTENANCE 1538761 1446089 92672 MISCELLANEOUS 614211 258881 355330 CANCELLATION COSTS 580550 580550 104597544 90368074 12611053 1618417 435891 11980 22247939 27806924 1030763 975346 9142046 10258615 892247 499266 111256976 42218162 66785158 69038814 37681056 34505282 70637209 88567814 2335699 2375357 211188008 234039398 6239176 8576388 499822 514509 4648126 5074011 3000000 3000000 1126752 953905 15513876 18118813 X 111910395 123485227 34594358 42447114 49169379 49988244 195674132 215920585 211188008 234039398 X 14166814 5858888 220751 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 108548818 6733508 16109701 3341649 459642 127590736 97710678 4182061 9932531 2917312 359140 108548818 99825249 2770434 -1743393 2760308 381304 97710678 79628244 6786912 16461736 2716247 335396 99825249 65362751 6498706 10726044 2645422 313835 79628244 0.40000 0.26000 0.34000 1 0 10256363 10256363 85815313 30396713 55418600 12607312 10279427 2327885 2577988 1542022 1035966 69038814 COMMONFUND PE INVESTMENTS 8070117 F OFFSHORE FUNDS 21949846 F REAL ESTATE INVESTMENT TRUSTS 1078684 F ANNUITY CONTRACTS 804634 F MINERAL RIGHTS 660429 C PARTNERSHIP INVESTMENTS 56004104 F 88567814 ANNUITIES PAYABLE 623762 ASSET RETIREMENT OBLIGATION 330143 953905 X 96759101 5858888 504993 6363881 90395220 459642 27909496 28369138 118764358 76512648 284242 284242 76228406 459642 27909496 28369138 104597544 PART III, LINE 4: THE JOSE DRUDIS-BIADA'S ARTWORK CONSISTS OF 92 WORKS, INCLUDING OIL PAINTINGS, WATERCOLORS AND DRAWINGS. THE ARTWORK IS USED AS A TEACHING TOOL FOR THE STUDENT TO STUDY A SPECIFIC ART MOVEMENT. PART V, LINE 4: THE COLLEGE'S ENDOWMENT CONSISTS OF APPROXIMATELY 30 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE GOVERNING BOARD TO FUNCTION AS ENDOWMENTS. PART X, LINE 2: THE COLLEGE FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE COLLEGE FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2014 AND 2013. THE COLLEGE'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE CURRENT YEAR AS WELL AS FISCAL YEARS 2011 AND THEREAFTER ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 284,242. CHANGES IN ANNUITY PAYABLE 220,751. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FINANCIAL AID 27,870,573. BAD DEBT ALLOWANCE ADJUSTMENT 21,761. FILM EXPENSE 17,162. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 284,242. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FINANCIAL AID 27,870,573. BAD DEBT ALLOWANCE ADJUSTMENT 21,761. FILM EXPENSE 17,162. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE COLLEGE'S NONDISCRIMINATION POLICY IS CLEARLY STATED IN THE COLLEGE'S CATALOG AND ADMISSION BROCHURES, AS WELL AS THE WEBSITE AND PRINTED MEDIA PROVIDED TO DONORS. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES SUPPORT FROM THE US GOVERNMENT IN CONNECTION WITH THE FEDERAL WORK-STUDY PROGRAM AND THE FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM. CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENT ACTIVITIES 21949846 0 0 0 0 0 0 21949846 0 21949846 1 0 0 0 0 0 SCHEDULE F, PART IV, LINE 1: THE ORGANIZATION INVESTS IN LIMITED PARTNERSHIPS. THE LIMITED PARTNERSHIPS HAVE TRANSFERRED PROPERTY TO FOREIGN CORPORATIONS, BUT THE ORGANIZATION'S SHARE OF SUCH ASSETS DOES NOT REQUIRE THE FILING OF FORM 926. X 1 RUFFALOCODY 65 KIRKWOOD NORTH ROAD SW CEDAR CEDAR RAPIDS IA 52404 PHONE SOLICITATION 0 34146 14210 19936 34146 14210 19936 CA 1 COLLEGE FUNDED GRANTS/AWARDS FOR STUDENTS 1972 22795407 COLLEGE FUNDED WAIVERS/DISCOUNT FOR STUDENTS 430 1670731 PRIVATE DONATIONS - EXPENDABLE FOR STUDENTS 356 1371892 PRIVATE DONATIONS - ENDOWED FOR STUDENTS 329 1804693 FEDERAL FUNDED GRANTS/FINANCIAL AID FOR STUDENTS 217 227850 PART I, LINE 2: THE OFFICE OF STUDENT FINANCING IS RESPONSIBLE FOR THE MONITORING OF ALL STUDENT AID. ALL GRANT AID IS APPLIED DIRECTLY TO THE STUDENT ACCOUNTS. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MCELANEY-JOHNSON ANN PRESIDENT 248093 0 0 0 8721 0 22525 0 109814 0 389153 0 0 0 MCALARY CHRISTOPHER VP ADMIN AND FINANCE 211926 0 0 0 2300 0 18875 0 2237 0 235338 0 0 0 SMITH LAWRENCE VP INFORMATION TECHNOLOGY 196587 0 0 0 3987 0 17898 0 9816 0 228288 0 0 0 LINGUA JANE VP STUDENT SERVICES 192602 0 0 0 2400 0 17291 0 9808 0 222101 0 0 0 CUBBA STEPHANIE VP INSTITUTIONAL ADVACEMEN 213655 0 0 0 895 0 19021 0 5225 0 238796 0 0 0 BROWN HEATHER DIRECTOR OF INST RESEARCH 151388 0 0 0 1374 0 13605 0 7569 0 173936 0 0 0 LEESE DAVID PROFESSOR 100318 0 0 0 25874 0 11699 0 17210 0 155101 0 0 0 BLATTI GLORIA PROFESSOR 118808 0 0 0 7116 0 11756 0 17298 0 154978 0 0 0 DOUD JACQUELINE FORMER PRESIDENT 162846 0 0 0 261 0 0 0 0 0 163107 0 0 0 SIEBERT ELEANOR FORMER PROVOST 139257 0 0 0 12533 0 12474 0 4766 0 169030 0 0 0 PART I, LINE 1A HOUNSING ALLOWANCE - THE CURRENT FAIR RENTAL VALUE OF THE PRESIDENT'S RESIDENCE. SOCIAL CLUB DUES - USE OF FACILITIES FOR COLLEGE BUSINESS MEETINGS AND OTHER RELATED PURPOSES. SISTERS OF ST JOSEPH IN CALIFORNIA FOUNDERS OF THE ORGANIZATION FOR THE PURCHASE OF PARKING LOT X 3000000 3000000 0 1 1 3000000 X 3 81041 MARKET VALUE 0 0 1 1 PART I, COLUMN (B): REPORTS THE NUMBER OF CONTRIBUTORS. PART I, LINE 32B: THE COLLEGE USES MORGAN STANLEY TO SELL THE STOCK DONATIONS FORM 990, PART III, LINE 2 MOUNT ST. MARY'S COLLEGE AND THE GEENA DAVIS INSTITUTE ON GENDER IN MEDIA (INSTITUTE) HAVE ESTABLISHED A LONG-TERM STRATEGIC ALLIANCE THAT CREATES NEW RESEARCH, EDUCATION AND ADVOCACY PROGRAMS UNDER MOUNT ST MARY'S COLLEGE. FOUNDED IN 2004 BY ACADEMY AWARD WINNING ACTOR AND ADVOCATE GEENA DAVIS, THE INSTITUTE AND ITS PROGRAMMING ARM, SEE JANE, IS THE ONLY RESEARCH-BASED ORGANIZATION WORKING WITHIN THE MEDIA AND ENTERTAINMENT INDUSTRY TO ENGAGE, EDUCATE, AND INFLUENCE THE NEED FOR GENDER BALANCE, REDUCING STEREOTYPING AND CREATING A WIDE VARIETY OF FEMALE CHARACTERS FOR ENTERTAINMENT TARGETING 11 AND UNDER. THE INSTITUTE HAS AMASSED THE LARGEST BODY OF RESEARCH ON GENDER PREVALENCE IN ENTERTAINMENT SPANNING 20 YEARS. FORM 990, PART VI, SECTION A, LINE 2 THE COLLEGE HAS BUSINESS RELATIONSHIPS WITH THE SISTERS OF ST. JOSEPH IN CALIFORNIA. FIVE OF THE COLLEGE'S BOARD MEMBERS ARE AFFILIATED WITH THIS ORGANIZATION: SISTER ANNETTE DEBS, SISTER JOAN HENEHAN, SISTER CATHERINE MARIE KRETA, SISTER MARY PAT ROSHOLT, AND SISTER BARBARA ANNE STOWASSER ARE ON THE BOARD OF TRUSTEES AND BELONG TO THE SAME ORDER (SISTERS OF ST. JOSEPH IN CALIFORNIA). FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE CORPORATION SHALL CONSIST OF THE PROVINCIAL SUPERIOR OF THE LOS ANGELES PROVINCE OF THE ROMAN CATHOLIC RELIGIOUS CONGREGATION KNOWN AS "SISTERS OF ST. JOSEPH OF CARONDELET" AND FOUR OR MORE ADDITIONAL MEMBERS OF THE PROVINCIAL COUNCIL OF THE LOS ANGELES PROVINCE OF THE CONGREGATION AS ARE APPOINTED ANNUALLY BY THE PROVINCIAL COUNCIL. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE RIGHT TO APPOINT THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS HAVE THE RIGHT TO APPROVE THE SIGNIFICANT DECISIONS MADE BY THE BOARD OF TRUSTEES AT THE ANNUAL MEETING OR SPECIAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 THE CHAIR OF THE AUDIT COMMITTEE REVIEWS THE DRAFT OF THE RETURN. AFTER THE REVIEW, THE DRAFT IS SUBMITTED TO THE FULL AUDIT COMMITTEE FOR REVIEW AND RECOMMENDATION. ONCE APPROVED, THE APPROVED DRAFT IS SUBMITTED TO THE BOARD FOR FINAL APPROVAL BEFORE FILING THE RETURN WITH THE IRS BEFORE THE DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C EACH WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED EVERY YEAR AT THE ANNUAL MAY BOARD MEETING BY THE CHAIR OF THE BOARD IN CONJUNCTION WITH THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR REVIEWS PUBLISHED DATA OF SIMILAR INSTITUTIONS IN TERMS OF BUDGET, ENDOWMENT, LOCATION, AND COMPLEXITY OF OPERATIONS. THE BOARD CHAIR GIVES HER RECOMMENDATION TO THE COMPENSATION COMMITTEE WHO DETERMINES COMPENSATION. THE PRESIDENT REVIEWS PUBLISHED DATA OF SIMILAR INSTITUTIONS IN TERMS OF BUDGET, ENDOWMENT, LOCATION, AND COMPLEXITY OF OPERATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO APPROPRIATE PARTIES UPON REQUEST THROUGH REPORTS OR RESPONSES TO QUESTIONNAIRES. FORM 990, PART XI, LINE 9: CHANGES IN ANNUITY PAYABLE 220,751. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE TO THE OVERSIGHT OR SELECTION PROCESS FOR THE AUDIT OF THE FINANCIAL STATEMENTS. SISTERS OF ST JOSEPH OF CARONDELET 11999 CHALON ROAD LOS ANGELES CA 90049 RELIGIOUS CA 501(C)(3) LINE 1 N/A 0 PORTMONT COLLEGE AT MOUNT SAINT MARY'S 12001 CHALON RD LOS ANGELES CA 90049 461836418 ONLINE INSTRUCTION DE 501(C)(3) LINE 7 MOUNT SAINT MARY'S COLLEGE 1 CHARITABLE REMAINDER UNITRUST (1) CHARITABLE TRUST CA N/A T 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 SISTERS OF ST JOSEPH IN CALIFORNIA M 260800 CONTRACT SISTERS OF ST JOSEPH IN CALIFORNIA E 3000000 LOAN BALANCE SISTERS OF ST JOSEPH IN CALIFORNIA C 50000 CASH