BETA

WACHTER FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WACHTER FAMILY FOUNDATION (EIN 80-0963209)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-09-08
IRS object ID
201532519349100323
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)
Return2015-09-08T18:24:24-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200839341PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT TANI BARASH & ALTMAN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5623AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP902095623ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800963209EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WACHTER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWACHBusinessNameControlTxt
Phone3102886200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19100 WILSHIRE BLVD 1000WAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL WACHTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3102886200PhoneNum
Signature2015-08-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD MELLETTPreparerPersonNm
PTINP00242337PTIN
Phone3102886200PhoneNum
Preparation2015-08-21PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,135,733FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$185,332ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,513InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,513InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,457DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,457DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,524NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$505,115GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$484,431CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$215,826TotalRevAndExpnssAmt
Total Net Invst Incm$510,401TotalNetInvstIncmAmt
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$5,392LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$31OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$31OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,448TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$131,130ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$131,130ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$136,578TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$131,130TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$79,248ExcessRevenueOverExpensesAmt
Net Investment Income$510,370NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$12,833CashEOYAmt
Cash EOYFMV$12,833CashEOYFMVAmt
Sav And Temp Cash Invst EOY$500,119SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$500,119SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$620AcctRcvblAmt
Acct Rcvbl EOY$620AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$620AcctRcvblEOYFMVAmt
Other Investments BOY$1,983,267OtherInvestmentsBOYAmt
Other Investments EOY$1,622,161OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,622,161OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,983,267TotalAssetsBOYAmt
Total Assets EOY$2,135,733TotalAssetsEOYAmt
Total Assets EOYFMV$2,135,733TotalAssetsEOYFMVAmt
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$1,983,267RetainedEarningBOYAmt
Retained Earning EOY$2,135,733RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,983,267TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,135,733TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,983,267TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,135,733TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,983,267TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$79,248ExcessRevenueOverExpensesAmt
Other Increases$73,218OtherIncreasesAmt
Subtotal$2,135,733SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,135,733TotNetAstOrFundBalancesEOYAmt

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
6310 SHARES STARBUCKS CORPP2013-12-302014-07-07$499,506$14,450$485,056$485,056
GNMA PASS THRU POOLSP2014-03-122014-04-15$5,609$6,234-$625-$625
FieldValueIRS element (for citing)
Capital Gain Net Income$484,431CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,953,518NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$1,993,647NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,104NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,104AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$131,130QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,104InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,104SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,104TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$114EsPenaltyAmt
Tax Due$5,218TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAWRENCE RUDOLPHIndividualWithBooksNm
Phone3102682080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111601 WILSHIRE BLVD STE 1840AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL WACHTER
127 N CLIFFWOOD AVENUELOS ANGELESCA90049PRESIDENT AND CHAIRMAN OF0.00$0$0$0
LIZA WACHTER
127 N CLIFFWOOD AVENUELOS ANGELESCA90049CFO AND SECRETARY0.00$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$1,999,428AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,579AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,024,007TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,024,007AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,360CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,993,647NetVlNoncharitableAssetsAmt
Minimum Investment Return$99,682MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$99,682MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,104TaxBasedOnInvestmentIncomeAmt
Total Tax$5,104TotalTaxAmt
Distributable Before Adj$94,578DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$94,578DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$94,578DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$131,130ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$131,130QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,104PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$126,026AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$94,578DistributableAsAdjustedAmt
Undistributed Income PY$10,971UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$131,130QualifyingDistributionsAmt
Applied To Year1$10,971AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$94,578AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,581RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$25,581TotalCorpusAmt
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$25,581ExcessDistriCyovToNextYrAmt
Excess From Current Year$25,581ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE PARIS REVIEW FOUNDATION
544 WEST 27TH STREETNEW YORKNY10001N/A501(C)(3)TO SUPPORT THE ORGANIZATION$73,750
B'NAI TORAH FOUNDATION
6261 SW 18TH STREETBOCA RATONFL33433N/A501(C)(3)TO SUPPORT THE ORGANIZATION$500
CROSSROADS SCHOOL
1714 21ST STREETSANTA MONICACA90404N/A501(C)(3)TO SUPPORT THE ORGANIZATION$25,000
GO CAMPAIGN
2461 SANTA MONICA BLVD 437SANTA MONICACA90404N/A501(C)(3)TO SUPPORT THE ORGANIZATION$5,000
WESTERN JUSTICE CENTER
55 S GRAND AVEPASADENACA91105N/A501(C)(3)TO SUPPORT THE ORGANIZATION$15,000
CLARE FOUNDATION
909 PICO BLVDSANTA MONICACA90404N/A501(C)(3)TO SUPPORT THE ORGANIZATION$9,380
A ROOM OF HER OWN FOUNDATION
PO BOX 40820PASADENACA91114N/A501(C)(3)TO SUPPORT THE ORGANIZATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$131,130TotalGrantOrContriPdDurYrAmt
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$1,513ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,457ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,524ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$30,494ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,494TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
TOM WERNER
13110 MAIN STREET SUITE 310SANTA MONICACA90405$24,357Yes (X)
LIZA WACHTER
2127 N CLIFFWOOD AVENUELOS ANGELESCA90049$160,975Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1342 SHARES STARBUCK CORPORATION (SBUX)$24,3572014-02-24
2CASH AND BONDS FROM INHERITED IRA$160,9752014-03-12

Charitable Contributions Detail CharitableContributionsDetail (2 entries)

ContributorContributorNumGift PurposeGiftPurposeTxtGift UseGiftUseTxtHow Gift Is HeldHowGiftIsHeldDesc
1TO SUPPORT THE FOUNDATIONHELD FOR INVESTMENTHELD FOR INVESTMENT
2TO SUPPORT THE FOUNDATIONHELD FOR INVESTMENTHELD FOR INVESTMENT

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
25,300 SHARES STARBUCKS CORP COSTAT COST$1,586,191$1,586,191
GNMA PASS THRU POOLSAT COST$35,970$35,970

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,392LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT ADVISORY FEESDesc
Revenue And Expenses Per Books$31RevenueAndExpensesPerBooksAmt
Net Investment Income$31NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
Amt$73,218Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonPAUL WACHTERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 N CLIFFWOOD AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE FILING FEESCategoryTxt
Amt$25Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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