PETER W MULLIN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PETER W MULLIN FAMILY CHARITABLE FOUNDATION (EIN 95-4442949)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-09
IRS object ID
202622529349100217
Schema version
2025v4.2
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)
Return2026-09-09T17:52:48-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12050 MAIN ST STE 1300AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954442949EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PETER W MULLIN FAMILYBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone8053855400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11421 EMERSON AVENUEAddressLine1Txt
CityOXNARDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93033ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE ALARIOPersonNm
Person TitleASSISTANT TREASURERPersonTitleTxt
Phone8053855400PhoneNum
Signature2026-09-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELEANOR A LIVINGSTON CPA MSTPreparerPersonNm
PTINP00226461PTIN
Phone5624351191PhoneNum
Preparation2026-09-08PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$152,473,919FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$472,161ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$27,055DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,426DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,187NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,998GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$413,442OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$2,297OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$911,471TotalRevAndExpnssAmt
Total Net Invst Incm$25,129TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$125,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$125,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$336,856LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$59,095LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$277,761LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$27,693AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$27,693AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$84,622OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$84,622OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$33,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$19,411OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,037OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$18,574OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$626,582TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$78,132TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$533,650TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$760,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$760,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,386,582TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$78,132TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,293,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$475,111ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$163,294CashBOYAmt
Cash EOY$183,934CashEOYAmt
Cash EOYFMV$183,934CashEOYFMVAmt
Sav And Temp Cash Invst BOY$782,942SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$359,997SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$359,997SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$19,443,022CorporateStockBOYAmt
Corporate Stock EOY$21,561,371CorporateStockEOYAmt
Corporate Stock EOYFMV$21,561,371CorporateStockEOYFMVAmt
Other Investments BOY$296,292OtherInvestmentsBOYAmt
Other Investments EOY$283,685OtherInvestmentsEOYAmt
Other Investments EOYFMV$283,685OtherInvestmentsEOYFMVAmt
Other Assets BOY$130,028,420OtherAssetsBOYAmt
Other Assets EOY$130,084,932OtherAssetsEOYAmt
Other Assets EOYFMV$130,084,932OtherAssetsEOYFMVAmt
Total Assets BOY$150,713,970TotalAssetsBOYAmt
Total Assets EOY$152,473,919TotalAssetsEOYAmt
Total Assets EOYFMV$152,473,919TotalAssetsEOYFMVAmt
Accounts Payable BOY$16,605AccountsPayableBOYAmt
Accounts Payable EOY$81,560AccountsPayableEOYAmt
Deferred Revenue BOY$3,655,604DeferredRevenueBOYAmt
Deferred Revenue EOY$3,712,116DeferredRevenueEOYAmt
Total Liabilities BOY$3,672,209TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,793,676TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$20,648,945NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$22,297,427NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$126,392,816DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$126,382,816DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$147,041,761TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$148,680,243TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$150,713,970TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$152,473,919TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$147,041,761TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$475,111ExcessRevenueOverExpensesAmt
Other Increases$2,113,593OtherIncreasesAmt
Subtotal$148,680,243SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$148,680,243TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
DISPUTE RESOLUTION CAPITAL LLCD$1,187-$1,187-$1,187
3X5 RIVERVEST FUND IID$27,741-$27,741-$27,741
AMERICAN CENTURY VENTURE FUND ID$13,998$13,998$13,998
FieldValueIRS element (for citing)
Capital Gain Net Income-$14,930CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$32,392EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$32,392TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$32,392OverpaymentAmt
Applied To ES Tax$32,392AppliedToESTaxAmt
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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANNE ALARIOIndividualWithBooksNm
Phone7143210387PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11525 SPYGLASS HILL DRAddressLine1Txt
CityKELLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76248ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MERLE MULLIN
1421 EMERSON AVENUEOXNARDCA93033SECRETARY8.00$20,000$0$0
BRIAN P MULLIN
1421 EMERSON AVENUEOXNARDCA93033VICE PRESIDENT8.00$20,000$0$0
DARCY A COBB
1421 EMERSON AVENUEOXNARDCA93033VICE PRESIDENT8.00$20,000$0$0
SUSAN BENDRICK
1421 EMERSON AVENUEOXNARDCA93033ASST. SECRETARY15.00$0$0$0
TIMOTHY P MULLIN
1421 EMERSON AVENUEOXNARDCA93033VICE PRESIDENT8.00$20,000$0$0
JEFFREY B O'NEILL
1421 EMERSON AVENUEOXNARDCA93033TREASURER8.00$20,000$0$0
ANNE J ALARIO
1421 EMERSON AVENUEOXNARDCA93033ASST. TREASURER15.00$0$0$0
JEFFREY J BROWN
1421 EMERSON AVENUEOXNARDCA93033CHAIRMAN12.00$25,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
GREENBERG TRAURIG LLP
18565 JAMBOREE ROAD SUITE 500IRVINECA92612LEGAL$336,856
DON BACIGALUPI ART COUNSEL INC
434 N MANSFIELD AVENUELOS ANGELESCA90036CONSULTING$69,622
FieldValueIRS element (for citing)
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$21,412,975AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$838,702AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$283,685FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,535,362TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$22,535,362AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$338,030CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,197,332NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,109,867MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,109,867MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$1,109,867DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,109,867DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,109,867DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,293,650ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,293,650QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,109,867DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$439,194ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$88,953ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$153,667ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$167,243ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$432,589ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,281,646TotalExcessDistributionCyovAmt
Qualifying Distributions$1,293,650QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,109,867AppliedToCurrentYearAmt
Remaining Distri From Corpus$183,783RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,465,429TotalCorpusAmt
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$439,194ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,026,235ExcessDistriCyovToNextYrAmt
Excess From Year4$88,953ExcessFromYear4Amt
Excess From Year3$153,667ExcessFromYear3Amt
Excess From Year2$167,243ExcessFromYear2Amt
Excess From Year1$432,589ExcessFromYear1Amt
Excess From Current Year$183,783ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABILITYPATH
350 TWIN DOLPHIN DRIVE SUITE 123REDWOOD CITYCA94065PCDISCRETIONARY GRANT$10,000
ART CENTER COLLEGE OF DESIGN
1700 LIDA STPASADENACA91103PCDISCRETIONARY GRANT$5,000
BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467PCDISCRETIONARY GRANT$15,000
BRESEE FOUNDATION
184 BIMINI PLLOS ANGELESCA900045903PCDISCRETIONARY GRANT$5,000
CHILDRENS HOSPITAL AND HEALTHCARE SERVICES FOUNDATION
1006 E MARSHALL STRICHMONDVA23298PCDISCRETIONARY GRANT$10,000
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVDLOS ANGELESCA90027PCDISCRETIONARY GRANT$10,000
CHURCH BY THE SEA
468 LEGION STREETLAGUNA BEACHCA92651PCDISCRETIONARY GRANT$45,000
COLBURN SCHOOL
200 SOUTH GRAND AVENUELOS ANGELESCA90012PCDISCRETIONARY GRANT$15,000
CROSSROADS SCHOOL
1714 - 21ST STREETSANTA MONICACA90404PCDISCRETIONARY GRANT$10,000
DAWN REDWOODS CHARITABLE TRUST
1 BLACKFIELD DRIVE SUITE 331TIBURONCA94920PCDISCRETIONARY GRANT$20,000
DIDI HIRSCH PSYCHIATRIC SERVICE
4760 SEPULVEDA BLVDCULVER CITYCA902304820PCDISCRETIONARY GRANT$35,000
EVERYCHILD FOUNDATION
PO BOX 1808PACIFIC PALISADESCA90272PCDISCRETIONARY GRANT$5,000
FLATIRONS CHURCH
400 W SOUTH BOULDER ROAD SUITE 1700LAFAYETTECO80026PCDISCRETIONARY GRANT$10,000
FOSTERALL
1544 W GLENOAKS BLVDGLENDALECA91201PCDISCRETIONARY GRANT$5,000
FRIENDS OF FAI
C/O CASA ITALIANA ZERILLI MARIOMONEW YORKNY10011PCDISCRETIONARY GRANT$20,00024 WEST 12TH STREET
GLOBAL PARTNERSHIPS
1201 WESTERN AVE SUITE 410SEATTLEWA98101PCDISCRETIONARY GRANT$20,000
HEAR NOW MUSIC FESTIVAL
4209 VIA ARBOLADA 231LOS ANGELESCA90042PCDISCRETIONARY GRANT$5,000
HIRSHBERG FOUNDATION FOR PANCREATIC CANCER RESEARCH
2990 S SEPULVEDA BLVD SUITE 300CLOS ANGELESCA90064PCDISCRETIONARY GRANT$20,000
JOYCE MEYER MINISTRIES
700 GRACE PARKWAYFENTONMO63026PCDISCRETIONARY GRANT$5,000
KU ENDOWMENT
ATTN MEGHAN FLANDERS PO BOX 928LAWRENCEKS66044PCDISCRETIONARY GRANT$9,000
LAS MADRINAS
PO BOX 80378CITY OF INDUSTRYCA917168378PCDISCRETIONARY GRANT$20,000
LIBRARY FOUNDATION OF LOS ANGELES
630 W 5TH STREETLOS ANGELESCA90071PCDISCRETIONARY GRANT$10,000
LIVE LIKE BRAUN FOUNDATION
5710 CRESCENT PARK EAST 455PLAYA VISTACA90094PCDISCRETIONARY GRANT$5,000
LOS ANGELES MASTER CHORALE
C/O SCOTT ALTMAN 135 NORTH GRANDLOS ANGELESCA90012PCDISCRETIONARY GRANT$10,000AVE
LOS ANGELES VIRTUOSI ORCHESTRA
2121 AVENUE OF THE STARTS 2200LOS ANGELESCA90067PCDISCRETIONARY GRANT$10,000
LOYOLA HIGH SCHOOL
1901 VENICE BLVDLOS ANGELESCA90006PCDISCRETIONARY GRANT$10,000
MARIN HEALTH FOUNDATION
1350 SOUTH ELISEO DRIVE 110GREENBRAECA94904PCDISCRETIONARY GRANT$50,000
MARLBOROUGH SCHOOL
250 SOUTH ROSSMORE AVENUELOS ANGELESCA90004PCDISCRETIONARY GRANT$5,000
OASIS ARTS
PO BOX 410882 1600 BRYANT STREETSAN FRANCISCOCA94107PCDISCRETIONARY GRANT$20,000
OBERLIN DANCE COMPANY
RHYTHM MOTION FACULTY 351 SHOTWELLSAN FRANCISCOCA94110PCDISCRETIONARY GRANT$20,000ST
PARKER INSTITUTE FOR CANCER IMMUNOTHERAPY
1 LETTERMAN DRIVE SUITE 3500SAN FRANCISCOCA94129PCDISCRETIONARY GRANT$10,000
PENINSULA ARTS GUILD
905 EL CAMINO REALMENLO PARKCA94025PCDISCRETIONARY GRANT$10,000
PERFORMING ARTS CENTER OF LOS ANGELES COUNTY
135 N GRAND AVELOS ANGELESCA90012PCDISCRETIONARY GRANT$5,000
PHILHARMONIC SOCIETY OF ORANGE COUNTY
ATTN DEVELOPMENT 1124 MAIN STREETIRVINECA92614PCDISCRETIONARY GRANT$5,000SUITE B
RICHMONDERMET AID FOUNDATION
942 DIVISADERO STREET SUITE 201SAN FRANCISCOCA94115PCDISCRETIONARY GRANT$5,000
SAINT MONICA PREPARATORY
1011 7TH STSANTA MONICACA90403PCDISCRETIONARY GRANT$31,000
SAMARITAN'S PURSE
801 BAMBOO ROAD PO BOX 3000BOONENC28607PCDISCRETIONARY GRANT$20,000
SANDALS CHURCH HUNTER PARK
150 PALMYRITA AVENUERIVERSIDECA92507PCDISCRETIONARY GRANT$30,000
SEA LEAGUE SANTA BARBARA
2040 ALAMEDA PADRE SERRA SUITE 224SANTA BARBARACA93103PCDISCRETIONARY GRANT$5,000
SHERMAN LIBRARY & GARDENS
2647 EAST COAST HIGHWAYCORONA DEL MARCA92625PCDISCRETIONARY GRANT$75,000
SHRINERS HOSPITALS FOR CHILDREN
2900 N ROCKY POINT DRIVETAMPAFL33607PCDISCRETIONARY GRANT$5,000
SISTER STELLA FOUNDATION ST PAUL THE APOSTLE
PO BOX 492515LOS ANGELESCA90049PCDISCRETIONARY GRANT$5,000
SONOMA STATE UNIVERSITY
1801 E COTATI AVENUEROHNERT PARKCA949283609PCDISCRETIONARY GRANT$50,000
ST IGNATIUS HIGH SCHOOL
2001 37TH AVENUESAN FRANCISCOCA94116PCDISCRETIONARY GRANT$20,000
ST PAUL THE APOSTLE CATHOLIC COMMUNITY
10750 OHIO AVENUELOS ANGELESCA900245032PCDISCRETIONARY GRANT$5,000
ST PAUL THE APOSTLE SCHOOL
1536 SELBY AVENUELOS ANGELESCA90024PCDISCRETIONARY GRANT$10,000
THE SIGNATRY
7171 W 95TH STREET SUITE 501OVERLAND PARKKS66212PCDISCRETIONARY GRANT$5,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306PCDISCRETIONARY GRANT$5,000
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 400BERKELEYCA947041070PCDISCRETIONARY GRANT$10,000
UNION RESCUE MISSION
545 S SAN PEDRO STREETLOS ANGELESCA90013PCDISCRETIONARY GRANT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$760,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,055ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,187ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (5 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
DEFERRED COMPENSATION - AVERY DENNISON CORP01$263,995
DEFERRED COMPENSATION - MATRIX TRUST CO01$97,447
RETIRED DIRECTORS COMPENSATION - AVERY DENNISON CORP01$52,000
DISPUTE RESOLUTION CAPITAL14-$2,297
DISPUTE RESOLUTION CAPITAL NOT ON BOOKS14$2,297

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$439,310ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$439,310TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1PETER W MULLIN ADMINISTRATIVE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1505 MONTGOMERY STREET SUITE 1200AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Total Contributions$472,161TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$27,693Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$27,693DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB #9630 - EQUITIESStockNm
EOY Book Value$21,561,371EOYBookValueAmt
EOYFMV$21,561,371EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CENTURY VENTURE FUND I, LPFMV$262,176$262,176
DISPUTE RESOLUTION CAPITAL LLCFMV$182$182
ANGELENO INVESTORS NEW FORESTS CO-INVEST LPFMV$21,327$21,327

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$336,856LegalFeesAmt
Net Investment Income$59,095NetInvestmentIncomeAmt
Disbursements Charitable Prps$277,761DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEFERRED COMPENSATION$3,655,604$3,712,116$3,712,116
BENEFICIAL INTEREST IN TRUST$126,372,816$126,372,816$126,372,816

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RRF-1 FEE$1,000$0$1,000
DUES AND SUBSCRIPTIONS$180$0$180
INSURANCE$7,295$0$7,295
POSTAGE AND SHIPPING$629$0$629
GENERAL AND ADMINISTRATIVE$603$0$603
MEETING EXPENSE$8,867$0$8,867
OTHER INVESTMENT EXPENSE - ANGELENO INVESTORS$837$837$0
OTHER INVESTMENT EXPENSE - AMERICAN CENTURY VENTURE FUND I$0$3,814$0
OTHER INVESTMENT EXPENSE - 3X5 RIVERVEST FUND II-B$0$14,386$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
DEFERRED COMPENSATION - AVERY DENNISON CORP$263,995$263,995
DEFERRED COMPENSATION - MATRIX TRUST CO$97,447$97,447
RETIRED DIRECTORS COMPENSATION - AVERY DENNISON CORP$52,000$52,000
DISPUTE RESOLUTION CAPITAL-$2,297-$2,297-$2,297
DISPUTE RESOLUTION CAPITAL NOT ON BOOKS$2,297$2,297

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$2,113,593Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$15,000$0$15,000
CONSULTING SERVICES$69,622$0$69,622

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$33,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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