PAUL STANFORD BERNHARD FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PAUL STANFORD BERNHARD FOUNDATION (EIN 27-4160093)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-10
IRS object ID
201403149349100220
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-10T12:06:22-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953309779PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GURSEY SCHNEIDER LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11888 CENTURY PARK EAST SUITE 900AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code900671735ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274160093EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL STANFORD BERNHARD FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone3104726991PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1227 N SALTAIR AVENUEAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90049ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURIE JO BERNHARDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3104726991PhoneNum
Signature2014-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTANLEY B SCHNEIDERPreparerPersonNm
PTINP00087267PTIN
Phone3105520960PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$580,177FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$45,292ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,250DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,250DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,228NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$97,056GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,228CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$82,773TotalRevAndExpnssAmt
Total Net Invst Incm$37,481TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$473AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$473AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$311OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$311OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$143TaxesRevAndExpnssAmt
Taxes Net Invst Incm$143TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$927TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$927TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,127TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$927TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$61,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,646ExcessRevenueOverExpensesAmt
Net Investment Income$36,554NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$63,225SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$124,601SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$124,601SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$69,827CorporateStockBOYAmt
Corporate Stock EOY$20,292CorporateStockEOYAmt
Corporate Stock EOYFMV$53,113CorporateStockEOYFMVAmt
Other Investments BOY$325,007OtherInvestmentsBOYAmt
Other Investments EOY$333,812OtherInvestmentsEOYAmt
Other Investments EOYFMV$402,463OtherInvestmentsEOYFMVAmt
Total Assets BOY$458,059TotalAssetsBOYAmt
Total Assets EOY$478,705TotalAssetsEOYAmt
Total Assets EOYFMV$580,177TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$458,059CapitalStockBOYAmt
Capital Stock EOY$478,705CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$458,059TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$478,705TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$458,059TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$478,705TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$458,059TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,646ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$478,705SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$478,705TotNetAstOrFundBalancesEOYAmt

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
1,911 SH. COMCAST CORP A NEWD2005-06-132013-11-25$96,619$69,828$26,791$26,791
CAPITAL GAINS DIVIDENDSP$437$437$437
FieldValueIRS element (for citing)
Capital Gain Net Income$27,228CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,200AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$339,763NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038851DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,055AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$222,287NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.072226DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,525AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$194,513NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.012981DistributionYr3Rt
Total Distribution0.124058TotalDistributionRt
Average Distribution0.041353AverageDistributionRt
Net Vl Noncharitable Assets$486,668NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,125AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$366NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,491AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$61,200QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$366InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$366SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$366TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$25EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$1,500AppliedToEsTaxAmt
Total Payments And Credits$1,525TotalPaymentsAndCreditsAmt
Overpayment$1,159OverpaymentAmt
Applied To ES Tax$1,159AppliedToESTaxAmt
Refund$0RefundAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAURIE J BERNHARDIndividualWithBooksNm
Phone3104726991PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1227 N SALTAIR AVENUEAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90049ZIPCode
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

FieldValueIRS element (for citing)
PersonLAURIE J BERNHARDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1227 N SALTAIR AVENUEAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90049ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$442,607AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,472AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$494,079TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$494,079AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,411CashDeemedCharitableAmt
Net Vl Noncharitable Assets$486,668NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,333MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,333MinimumInvestmentReturnAmt
Tax Based On Investment Income$366TaxBasedOnInvestmentIncomeAmt
Total Tax$366TotalTaxAmt
Distributable Before Adj$23,967DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$23,967DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$23,967DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$61,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$61,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$366PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$60,834AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,967DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$3,422ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$3,422TotalExcessDistributionCyovAmt
Qualifying Distributions$61,200QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,967AppliedToCurrentYearAmt
Remaining Distri From Corpus$37,233RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$40,655TotalCorpusAmt
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$40,655ExcessDistriCyovToNextYrAmt
Excess From Year2$3,422ExcessFromYear2Amt
Excess From Current Year$37,233ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMP SOLOMON SCHECHTER
117 EAST LOUISA STREET BOX 110SEATTLEWA98102NONEPUBLICCHARITABLE CONTRIBUTION$1,200
CHILDREN'S HOSPITAL LA
4650 W SUNSET BLVDLOS ANGELESCA90027NONEPUBLICCHARITABLE CONTRIBUTION$25,000
CHILDREN'S HOSPITAL LA
4650 W SUNSET BLVDLOS ANGELESCA90027NONEPUBLICCHARITABLE CONTRIBUTION$25,000
UNIVERSITY OF DENVER
2199 S UNIVERSITY BLVDDENVERCO80208NONEPUBLICCHARITABLE CONTRIBUTION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,200TotalGrantOrContriPdDurYrAmt
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$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,250ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$27,228ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$37,481ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,481TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementDIVIDENDS/ INTEREST INCOME FROM INVESTMENTSRelationshipStatementTxt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLANIE BERNHARDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11601 NORTH CAPRIAddressLine1
CityPACIFIC PALISADESCity
StateCAState
ZIP Code90272ZIPCode
FieldValueIRS element (for citing)
Total Contributions$45,292TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySTARBACKS CORP (FMV $25,477)EQUIFAX INC (FMV $27,636)NoncashPropertyDesc
Fair Market Value$53,113FairMarketValueAmt
Received2013-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$473Amt
Net Investment Income$473NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMCAST$0$0
STARBUCKS$6,600$25,477
EQUIFAX$13,692$27,636

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EMERGING MARKETSAT COST$21,531$20,697
EUROPEAN STOCK INDEXAT COST$18,195$23,585
GNMA FUND INVESTOR SHARESAT COST$37,782$35,694
INTER-TERM BOND INDEXAT COST$38,904$36,377
INTERNATIONAL VALUE FUNDAT COST$21,579$27,500
PACIFIC STOCK INDEXAT COST$18,085$21,065
GROWTH INDEX FUNDAT COST$47,353$64,168
REIT INDEX FUND ADMAT COST$29,929$31,872
SMALL- CAP INDEXAT COST$51,957$75,344
VALUE INDEX FUND ADMAT COST$48,497$66,161

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$311Amt
Net Investment Income$311NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonLANIE BERNHARDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 NORTH CAPRIAddressLine1
CityPACIFIC PALISADESCity
StateCAState
ZIP Code90272ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$143Amt
Net Investment Income$143NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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