ALICE C TYLER PERPETUAL TR 121693: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ALICE C TYLER PERPETUAL TR 121693 (EIN 95-6967787)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201411329349102391
- 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
- Cash Deemed Charitable Expln Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T16:24:52-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562345716 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOAG & ROBI INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2660 TOWNSGATE ROAD SUITE 330 | AddressLine1 |
| City | WESTLAKE VILLAGE | City |
| State | CA | State |
| ZIP Code | 91361 | 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 | 956967787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICE C TYLER PERPETUAL TRUST | BusinessNameLine1 |
| Business Name Line2 | ATTN ANDERS BROWN CHAIRMAN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALIC | BusinessNameControlTxt |
| Phone | 2066698452 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2431 WARREN AVENUE NORTH | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98109 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDERS BROWN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2066698452 | PhoneNum |
| Signature | 2014-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY R WILSON | PreparerPersonNm |
| PTIN | P00104951 | PTIN |
| Phone | 8054948414 | PhoneNum |
| Preparation | 2014-04-15 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,668,081 | 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 |
| Dividends Rev And Expnss | $286,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $282,371 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $415,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,904,577 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $415,780 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,420 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,420 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $703,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $699,571 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,529 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,265 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,264 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,630 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,630 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,036 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $28,723 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,872 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,851 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,760 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,370 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $192,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,085 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,551 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $692,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $590,636 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $603,644 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $307,045 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $318,279 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $318,279 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,525 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,964 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,964 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $271,536 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,050 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $110,031 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,145,936 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,256,040 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,103,121 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,917,810 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,989,338 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,128,797 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $9,882 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,888 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,888 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,660,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,671,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,668,081 | 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 | $7,660,735 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,671,560 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,660,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,671,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,660,735 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,671,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,660,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,825 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,671,560 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,671,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (CS) | P | $2,482,596 | $2,164,564 | $318,032 | $318,032 |
| PUBLICLY TRADED SECURITIES (WCT) | P | $416,593 | $324,233 | $92,360 | $92,360 |
| CAPITAL GAINS DIVIDENDS | P | $5,388 | $5,388 | $5,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $415,780 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $524,697 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,307,308 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056375 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $341,635 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,238,015 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036981 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $428,051 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,466,531 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050558 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $139,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,677,418 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018151 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $343,418 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,060,635 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037902 | DistributionYr5Rt |
| Total Distribution | 0.199967 | TotalDistributionRt |
| Average Distribution | 0.039993 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,642,809 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $385,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,036 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $391,681 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $590,636 | 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 | $6,036 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,036 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,964 | OverpaymentAmt |
| Applied To ES Tax | $3,964 | 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 | HOAG ROBI INC | IndividualWithBooksNm |
| Phone | 8054948414 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2660 TOWNSGATE ROAD SUITE 330 | AddressLine1 |
| City | WESTLAKE VILLAGE | City |
| State | CA | State |
| ZIP Code | 91361 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (9 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 | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| MARTHA APPELLO | |||||||||
| 113 RIDGEVIEW LANE BLDG 4 | MT ARLINGTON | NJ | 07856 | TRUSTEE | 1.00 | $5,000 | $0 | $0 | |
| ALLYN E BROWN ESQ | |||||||||
| 515 EAST FIRST STREET | NEWBERG | OR | 97132 | TRUSTEE | 1.00 | $5,000 | $0 | $0 | |
| ANDERS M BROWN | |||||||||
| 2431 WARREN AVENUE NORTH | SEATTLE | WA | 98109 | TRUSTEE | 1.00 | $5,000 | $0 | $0 | |
| COURTNEY L BROWN | |||||||||
| 119 NE MONROE STREET | PORTLAND | OR | 97212 | TRUSTEE | 1.00 | $5,000 | $0 | $0 | |
| JOHN HOAG | |||||||||
| 1013 WINDMILL ROAD | DRIPPING SPRINGS | TX | 78620 | TRUSTEE | 1.00 | $5,000 | $0 | $0 | |
| NANCY SHARP | |||||||||
| 27152 B VIA CHICUELINA | SAN JUAN CAPISTRANO | CA | 92675 | TRUSTEE | 1.00 | $5,000 | $0 | $0 | |
| DR PAUL H BARBER | |||||||||
| UCLA 621 CHARLES E YOUNG DRIVE | LOS ANGELES | CA | 90095 | TRUSTEE | 1.00 | $5,000 | $0 | $0 | SOUTH |
| PAUL J LIVADARY | |||||||||
| 1875 AVENUE OF THE STARS SUITE 1970 | LOS ANGELES | CA | 90067 | TRUSTEE | 1.00 | $5,000 | $0 | $0 | |
| OFFICE OF PAUL J LIVADARY | |||||||||
| 1875 AVENUE OF THE STARS SUITE 1970 | LOS ANGELES | CA | 90067 | MANAGER | 4.00 | $24,000 | $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 | $9,953,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $282,989 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,236,331 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,236,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $593,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,642,809 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $482,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $482,140 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,036 | TotalTaxAmt |
| Distributable Before Adj | $476,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $476,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $476,104 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $590,636 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $590,636 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,036 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $584,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $476,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $36,979 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,979 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $590,636 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $476,104 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $114,532 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $151,511 | 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 | $151,511 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $36,979 | ExcessFromYear1Amt |
| Excess From Current Year | $114,532 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $50,000 |
| COVENANT HOUSE NEW JERSEY | |||||||
| 330 WASHINGTON STREET | NEWARK | NJ | 07102 | N/A | PUBLIC CHARITY | RENOVATION AND UPGRADES TO PHYSICAL PLANT FOR CARE OF AT-RISK MOTHERS AND THEIR NEWBORN CHILDREN | $43,000 |
| 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 | $50,000 |
| 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 | $25,000 |
| FRIENDS OF TREES | |||||||
| 3117 NE MARTIN LUTHER KINK JR BLVD | PORTLAND | OR | 97212 | N/A | PUBLIC CHARITY | SUPPORT OF ENVIRONMENTAL ACTIVITIES, INCLUDING THE PLANTING LIVING HIGHWAYS PROGRAM | $60,000 |
| OLIVE BRANCH MINISTRIES INTERNATIONAL | |||||||
| 4403 10TH STREET | LUBBOCK | TX | 79416 | N/A | PUBLIC CHARITY | SUPPORT FOR THE SAGRADA FAMILIA ORPHANAGE IN LIMA, PERU | $50,000 |
| PORTLAND VILLAGE SCHOOL | |||||||
| 7654 N DELAWARE AVENUE | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | GENERAL SUPPORT FOR THE SCHOOL AND TO INCREASE ITS DEVELOPMENT CAPABILITY | $40,000 |
| RUDOLF STEINER COLLEGE | |||||||
| 9200 FAIR OAKS BLVD | FAIR OAKS | CA | 95628 | N/A | PUBLIC CHARITY | SUPPORT FOR INFRASTRUCTURE DEVELOPMENT AS PART OF THE ACCREDIDATION PROCESS | $40,000 |
| UNIVERSITY OF OREGON | |||||||
| 1720 EAST 13TH AVENUE STE 312 | EUGENE | OR | 97403 | N/A | PUBLIC CHARITY | INSTALLMENT TOWARD CONSTRUCTION OF THE TYLER INVENTION GREENHOUSE FOR ENVIRONMENTAL COLLABORATION AND RESEARCH | $100,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 4333 BROOKLYN AVENUE NE | SEATTLE | WA | 98105 | N/A | PUBLIC CHARITY | RESEARCH FUNDING RELATED TO DEVELOPMENT AND UTILIZATION OF HYDROKINETIC TURBINES IN OCEAN ENVIRONMENTS | $42,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,551 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,224 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $415,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $703,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $703,424 | 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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $8,529 | Amt |
| Net Investment Income | $4,265 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,264 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH DEEMED HELD FOR CHARITABLE PURPOSES INCLUDES THE FOLLOWING:GRANTS PAID IN CURRENT YEAR $500,5511/2 CURRENT OPERATING EXPENSES 92,971 ________TOTAL CASH HELD FOR CHARITABLE PURPOSES $593,522 | ShortExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COMPENSATION OF TRUSTEE FOR MANAGEMENT AND ADMINISTRATIVE SERVICES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VIII | FormAndLineReferenceDesc |
| Medium Explanation | TRUSTEE PAUL LIVIDARY ALSO SERVED AS MANAGER FROM THE BEGINNING OF THE TRUST. IN THAT CAPACITY, THROUGH HIS BUSINESS OFFICE, MR. LIVADARY PROVIDED OFFICE, STORAGE, AND MEETING SPACE AND ADMINISTRATIVE SUPPORT SERVICES TO THE TRUST. THE TRUST COMPENSATED HIM FOR THOSE SERVICES AND RELATED COSTS. MR. LIVADARY STEPPED DOWN AS MANAGER AT THE END OF 2013. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS & BOND FUNDS | BondNm |
| EOY Book Value | $1,989,338 | EOYBookValueAmt |
| EOYFMV | $2,128,797 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK, EQUITY FUNDS, OTHER | StockNm |
| EOY Book Value | $5,256,040 | EOYBookValueAmt |
| EOYFMV | $8,103,121 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $100,050 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $110,031 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $2,000 | LegalFeesAmt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADDL INCOME REPORTED ON 1099 STMTS | Desc |
| BOY Book Value | $9,882 | BOYBookValueAmt |
| EOY Book Value | $3,888 | EOYBookValueAmt |
| EOYFMV | $3,888 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMIN EXPENSES | $2,654 | $1,327 | $1,327 |
| FOREIGN TAX ON INVESTMENTS | $2,391 | $2,391 | $0 |
| STATE FILING FEES | $85 | $42 | $43 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTIONS & MISC RECEIPTS | Desc |
| Revenue And Expenses Per Books | $1,420 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,420 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,420 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN/INVESTMENT ADVISORY SERVICES | CategoryTxt |
| Amt | $77,630 | Amt |
| Net Investment Income | $77,630 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CY FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $6,036 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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