2015-10-30T16:23:40-05:00 2014-12-31 562345716 HOAG & ROBI INC 2660 TOWNSGATE ROAD STE 330 WESTLAKE VILLAGE CA 91361 990PF 2014-01-01 956967787 ALICE C TYLER PERPETUAL TRUST ATTN ANDERS BROWN CHAIRMAN ALIC 2066698452 2431 WARREN AVENUE NORTH SEATTLE WA 98109 ANDERS BROWN CHAIRMAN 2066698452 2015-10-16 1 KELLY R WILSON P00104951 8054948414 2015-10-16 2014 2016-03-07 17:11:31Z X 11071733 X X 21171 21171 311609 311609 261657 1810302 261657 1635 1635 596072 596072 49500 4950 44550 2958 1479 1479 8525 4263 4262 82437 82437 0 4948 0 0 24590 2459 22131 12576 5710 6866 185534 101298 79288 370000 370000 555534 101298 449288 40538 494774 1 1 1 318279 287466 287466 3964 100050 100032 117542 5256040 5343198 8535733 1989338 1982385 2130991 3888 0 0 7671560 7713082 11071733 0 984 0 984 X 0 0 0 0 7671560 7712098 7671560 7712098 7671560 7713082 7671560 40538 0 7712098 0 7712098 PUBLICLY TRADED SECURITIES - WCT LT P 467291 315043 152248 152248 PUBLICLY TRADED SECURITIES - CS ST P 295662 306195 -10533 -10533 PUBLICLY TRADED SECURITIES - CS LT P 1042630 927407 115223 115223 CAPITAL GAINS DIVIDENDS P 4719 4719 4719 261657 0 584600 9642809 0.060625 524697 9307308 0.056375 341635 9238015 0.036981 428051 8466531 0.050558 139350 7677418 0.018151 0.222690 0.044538 2104764 93742 4948 98690 449288 X 4948 0 4948 0 4948 3964 4000 7964 12 3004 3004 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A HOAG ROBI INC 8054948414 2660 TOWNSGATE ROAD SUITE 330 WESTLAKE VILLAGE CA 91361 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTHA APPELLO 113 RIDGEVIEW LANE BLDG 4 MT ARLINGTON NJ 07856 TRUSTEE 1.00 5000 0 0 DR PAUL H BARBER UCLA 610 CHARLES E YOUNG DRIVE SOUTH LOS ANGELES CA 90095 TRUSTEE 1.00 5000 0 0 ALLYN E BROWN ESQ 31900 NE CANTER LANE SHERWOOD OR 97140 TRUSTEE 1.00 5000 0 0 COURTNEY L BROWN 119 NE MONROE STREET PORTLAND OR 97212 TRUSTEE 1.00 5000 0 0 JOHN HOAG 1013 WINDMILL ROAD DRIPPING SPRINGS TX 78620 TRUSTEE 1.00 5000 0 0 STEPHANIE PICKERING 4633 HUTSON DRIVE PARKDALE OR 97041 TRUSTEE 1.00 2500 0 0 NANCY SHARP 27152 B VIA CHICUELINA SAN JUAN CAPISTRANO CA 92675 TRUSTEE 1.00 5000 0 0 ANDERS M BROWN 2431 WARREN AVENUE NORTH SEATTLE WA 98109 CHAIRMAN, MANAGER, & TRUSTEE 5.00 17000 0 0 NONE 0 NONE 0 0 2585487 79570 0 2665057 0 0 2665057 560293 2104764 105238 105238 4948 4948 100290 0 100290 0 100290 449288 0 449288 4948 444340 100290 0 0 36979 114532 151511 449288 0 0 0 100290 348998 0 0 500509 0 0 0 0 0 0 0 500509 36979 114532 348998 X CONSERVATION ACTION RESEARCH NETWORK 3463 TUNA CANYON ROAD TOPANGA CA 90290 N/A PUBLIC CHARITY SUPPORT PLANNING AND CONSTRUCTION OF A RESEARCH FACILITY IN BALI, INDONESIA. 250000 CRAG LAW CENTER 917 SW OAK STREET SUITE 417 PORTLAND OR 97205 N/A PUBLIC CHARITY FUNDING FOR PROGRAMS INCLUDING ADVOCACY AND LEGAL REPRESENTATION ON ENVIRONMENTAL ISSUES. 50000 ENVIRONMENTAL LAW ALLIANCE WORLDWIDE 1877 GARDEN AVENUE EUGENE OR 97403 N/A PUBLIC CHARITY SUPPORT FOR GENERAL PROGRAM ACTIVITIES, INCLUDING TOOLS, TRAINING, AND SUPPORT OF LOCAL PARTNERS/GROUPS IN SOUTH ASIA ADVOCATING ON BEHALF OF CHILDREN AGAINST ENVIRONMENTAL CONTAMINATION. 25000 KIDWORKS COMMUNITY DEVELOPMENT CORPORATION 1902 WEST CHESTNUT AVENUE SANTA ANA CA 92703 N/A PUBLIC CHARITY FUNDING FOR PROGRAMS IN SUPPORT OF AT-RISK CHILDREN IN SOUTHERN CALIFORNIA. 25000 THE XERCES SOCIETY INC 628 NE BROADWAY SUITE 200 PORTLAND OR 97232 N/A PUBLIC CHARITY FUNDING FOR PROGRAMS IN CONSERVATION OF INVERTEBRATES AND THEIR HABITATS. 20000 370000 UNIVERSITY OF OREGON 1720 EAST 13TH AVENUE STE 31 EUGENE OR 97403 N/A EOF INSTALLMENT PAYMENT TOWARD CONSTRUCTION OF THE TYLER INVENTION GREENHOUSE FOR ENVIRONMENTAL COLLABORATION AND RESEARCH. 100000 100000 14 21171 14 311609 14 1635 18 261657 0 596072 0 596072 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 8525 4263 4262 CASH DEEMED HELD FOR CHARITABLE PURPOSES INCLUDES THE FOLLOWING:GRANTS PAID IN CURRENT YEAR $370,0001/2 CURRENT OPERATING EXPENSES 90,2932014 COMMITTED GRANTS PAID IN 2015 100,000 ________TOTAL CASH HELD FOR CHARITABLE PURPOSES $560,293 CORPORATE BONDS & BOND FUNDS 1982385 2130991 STOCK, EQUITY FUNDS, OTHER 5343198 8535733 0 0 100032 117542 ATTORNEY FEES 2958 1479 1479 ADDL INCOME REPORTED ON 1099 STMTS 3888 ADMIN EXPENSES 4646 2323 2323 FOREIGN TAX ON INVESTMENTS 2845 2845 0 STATE FILING FEES 85 42 43 MARKETING & WEBSITE 5000 500 4500 OAKTREE CAPITAL GROUP LLC 178 178 178 OTHER INCOME (WCT) 105 105 105 OTHER INCOME (CS) 1352 1352 1352 FEDERAL TAXES PAYABLE 0 984 CUSTODIAN/INVESTMENT ADVISORY SERVICES 82437 82437 0 CY FEDERAL EXCISE TAXES 4948 0 0