MARIA ALTMANN FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: MARIA ALTMANN FAMILY FOUNDATION (EIN 27-4739650)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-05-14
IRS object ID: 201401349349101595
Schema version: 2013v3.0
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Assets Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-05-14T15:53:44-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	951777440	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GREEN HASSON & JANKS LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10990 WILSHIRE BLVD 16TH FLOOR	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	900243929	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	274739650	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MARIA ALTMANN FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	MARI	BusinessNameControlTxt
Phone	8182258477	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24009 LAUREL PLACE	AddressLine1
City	CALABASAS	City
State	CA	State
ZIP Code	91302	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PHILIP ALTMANN	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	8182258477	PhoneNum
Signature	2014-05-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RICHARD L RUVELSON	PreparerPersonNm
PTIN	P00234075	PTIN
Phone	3108731600	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,301,861	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$22	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$22	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$31,819	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$30,565	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$26,480	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$673,463	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$26,480	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$58,321	TotalRevAndExpnssAmt
Total Net Invst Incm	$57,067	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$10,192	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$10,192	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$432	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$432	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$13,400	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$13,400	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$24,024	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$24,024	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$102,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$102,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$126,524	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$24,024	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$102,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$68,203	ExcessRevenueOverExpensesAmt
Net Investment Income	$33,043	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$46,599	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$42,594	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$42,594	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,161,822	CorporateStockBOYAmt
Corporate Stock EOY	$1,098,770	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,258,622	CorporateStockEOYFMVAmt
Other Assets BOY	$1,791	OtherAssetsBOYAmt
Other Assets EOY	$645	OtherAssetsEOYAmt
Other Assets EOYFMV	$645	OtherAssetsEOYFMVAmt
Total Assets BOY	$1,210,212	TotalAssetsBOYAmt
Total Assets EOY	$1,142,009	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,301,861	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$1,210,212	RetainedEarningBOYAmt
Retained Earning EOY	$1,142,009	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,210,212	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,142,009	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,210,212	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,142,009	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,210,212	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$68,203	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,142,009	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,142,009	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH 4272 - COVERED	P	2013-01-01	2013-12-31	$201,357	$203,986	-$2,629	-$2,629
MERRILL LYNCH 4272 - NONCOVERED - WASH SALE DISALLOWED	P	2013-01-01	2013-12-31	$3		$3	$3
MERRILL LYNCH 4272 - COVERED	P	2013-01-01	2013-12-31	$114,613	$112,730	$1,883	$1,883
MERRILL LYNCH 4272 - COVERED - WASH SALE DISALLOWED	P	2013-01-01	2013-12-31	$1		$1	$1
MERRILL LYNCH 4272 - NONCOVERED - WASH SALE DISALLOWED	P	2013-01-01	2013-12-31	$349,294	$330,267	$19,027	$19,027
CAPITAL GAINS DIVIDENDS	P			$8,195		$8,195	$8,195

Field	Value	IRS element (for citing)
Capital Gain Net Income	$26,480	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$75,623	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,216,617	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.062158	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$0	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,238,872	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.000000	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$0	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$0	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.000000	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$0	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$0	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.000000	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$0	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$0	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.000000	DistributionYr5Rt
Total Distribution	0.062158	TotalDistributionRt
Average Distribution	0.012432	AverageDistributionRt
Net Vl Noncharitable Assets	$1,234,356	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$15,346	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$330	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$15,676	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$102,500	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$330	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$330	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$330	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$851	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$851	TotalPaymentsAndCreditsAmt
Overpayment	$521	OverpaymentAmt
Applied To ES Tax	$521	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	GREEN HASSON JANKS LLP	IndividualWithBooksNm
Phone	3108731616	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	10990 WILSHIRE BLVD 16TH FLOOR	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90024	ZIPCode

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILIP ALTMANN
24009 LAUREL PLACE	CALABASAS	CA	91302	DIRECTOR	1.00	$0	$0	$0
CHARLES ALTMANN
24009 LAUREL PLACE	CALABASAS	CA	91302	VICE PRESIDENT	1.00	$0	$0	$0
JAMES ALTMANN
24009 LAUREL PLACE	CALABASAS	CA	91302	VICE PRESIDENT	1.00	$0	$0	$0
MARGIE CRAIN
24009 LAUREL PLACE	CALABASAS	CA	91302	CFO	1.00	$0	$0	$0
PETER ALTMANN
24009 LAUREL PLACE	CALABASAS	CA	91302	SECRETARY	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,200,707	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$52,446	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,253,153	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,253,153	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$18,797	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,234,356	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$61,718	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$61,718	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$330	TaxBasedOnInvestmentIncomeAmt
Total Tax	$330	TotalTaxAmt
Distributable Before Adj	$61,388	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$61,388	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$61,388	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$102,500	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$102,500	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$330	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$102,170	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$61,388	DistributableAsAdjustedAmt
Undistributed Income PY	$38,720	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$102,500	QualifyingDistributionsAmt
Applied To Year1	$38,720	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$61,388	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,392	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,392	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,392	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$2,392	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2
BET TZEDEK
3250 WILSHIRE BLVD 13TH FLOOR	LOS ANGELES	CA	90010	PC	GENERAL OPERATING PURPOSE	$10,000
CENTER OF CONCERN - EDUCATION FOR JUSTICE
1225 OTIS STREET NW	WASHINGTON	DC	200172516	PC	GENERAL OPERATING PURPOSE	$300
GREENPEACE INC
702 H STREET NW NO 300	WASHINGTON	DC	20001	PC	GENERAL OPERATING PURPOSE	$1,000
VIEWPOINT EDUCATIONAL FOUNDATION
23620 MULHOLLAND HWY	CALABASAS	CA	91302	PC	GENERAL OPERATING PURPOSE	$4,500
WASHINGTON STATE HOLOCAUST EDUCATION RESOURCE CENTER
2031 THIRD AVE	SEATTLE	WA	981212412	PC	GENERAL OPERATING PURPOSE	$500
CENTRAL VERMONT CHAMBER MUSIC FESTIVAL
219 KELSEY MOUNTAIN ROAD	RANDOLPH CENTER	VT	05061	PC	GENERAL OPERATING PURPOSE	$10,000
PROJECT MEDISHARE FOR HAITI
8260 NE 2ND AVENUE	MIAMI	FL	33138	PC	GENERAL OPERATING PURPOSE	$1,000
KCTS TELEVISION
401 MERCER STREET	SEATTLE	WA	981094640	PC	GENERAL OPERATING PURPOSE	$200
LOS ANGELES OPERA COMPANY
135 NORTH GRAND AVENUE	LOS ANGELES	CA	90012	PC	GENERAL OPERATING PURPOSE	$10,000
NATIONAL PUBLIC RADIO INC - KPLU
635 MASSACHUSETTS AVENUE NW	WASHINGTON	DC	20001	PC	GENERAL OPERATING PURPOSE	$300
ENVIRONMENTAL PROTECTION INFORMATION CENTER - SAVE RICHARDSON GROVE
145 G STREET	ARCATA	CA	95521	PC	GENERAL OPERATING PURPOSE	$400
PERFORMING ARTS CENTER OF LOS ANGELES COUNTY - MUSIC CENTER OF LOS ANGELES
135 NORTH GRAND AVENUE	LOS ANGELES	CA	90012	PC	GENERAL OPERATING PURPOSE	$11,000
PETERSEN AUTOMOTIVE MUSEUM
6060 WILSHIRE BLVD	LOS ANGELES	CA	90036	PC	GENERAL OPERATING PURPOSE	$2,000
TACOMA COMMUNITY BOAT BUILDERS
4540 ADAMS ST 403	TACOMA	WA	98409	PC	GENERAL OPERATING PURPOSE	$4,000
UCLA ARTS
BROAD ART CENTER ROOM 8260 240	LOS ANGELES	CA	900951427	PC	GENERAL OPERATING PURPOSE	$10,000	CHARLES E YOUNG DRIVE NORTH
UNIVERSITY OF PUGET SOUND
1500 N WARNER ST CMB 1075	TACOMA	WA	984161075	PC	GENERAL OPERATING PURPOSE	$1,000
UNIVERSITY OF SOUTHERN CALIFORNIA - THORNTON SCHOOL OF MUSIC
UNIVERSITY GARDENS	LOS ANGELES	CA	900898003	PC	GENERAL OPERATING PURPOSE	$10,000
WASHINGTON ENVIRONMENTAL COUNCIL
1402 3RD AVENUE	SEATTLE	WA	98101	PC	GENERAL OPERATING PURPOSE	$100
KBTC ASSOCIATION - KBTC PUBLIC TELEVISION
PO BOX 11024	TACOMA	WA	98411	PC	GENERAL OPERATING PURPOSE	$200
ZONTA CLUB OF HANALEI FOUNDATION
PO BOX 1314	HANALEI	HI	96714	PC	GENERAL OPERATING PURPOSE	$12,000
WATERORG
920 MAIN STREET	KANSAS CITY	MO	64105	PC	GENERAL OPERATING PURPOSE	$1,000
MATTEL CHILDREN'S HOSPITAL UCLA
757 WESTWOOD PLAZA	LOS ANGELES	CA	90095	PC	GENERAL OPERATING PURPOSE	$5,000
NATURAL VILLAGES
PO BOX 471	FELTON	CA	95018	PC	GENERAL OPERATING PURPOSE	$1,000
MEDSHARE INTERNATIONAL INC
3240 CLIFTON SPRINGS ROAD	DECATUR	GA	30034	PC	GENERAL OPERATING PURPOSE	$1,000
COMMUNITY COALITION FOR HAITI
PO BOX 1222	VIENNA	VA	22183	PC	GENERAL OPERATING PURPOSE	$1,000
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BOULEVARD	LOS ANGELES	CA	90048	PC	GENERAL OPERATING PURPOSE	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$102,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$22	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$31,819	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$26,480	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$58,321	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$58,321	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$10,192	Amt
Net Investment Income	$10,192	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MERRILL LYNCH - #272	StockNm
EOY Book Value	$1,098,770	EOYBookValueAmt
EOYFMV	$1,258,622	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DIVIDEND RECEIVABLE	Desc
BOY Book Value	$1,791	BOYBookValueAmt
EOY Book Value	$645	EOYBookValueAmt
EOYFMV	$645	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT BANK FEES - EMA ANNUAL FEE	$150	$150	$0
INVESTMENT BANK FEES - PIA ADVISORY FEE	$12,323	$12,323	$0
MISC INVESTMENT FEES	$927	$927	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX WITHHOLDINGS	CategoryTxt
Amt	$432	Amt
Net Investment Income	$432	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

MARIA ALTMANN FAMILY FOUNDATION: Form 990PF, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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