ROBERT A WALLER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT A WALLER FOUNDATION (EIN 95-4509776)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-02
- IRS object ID
- 202211229349101411
- Schema version
- 2021v4.0
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-02T14:26:37-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205947643 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEOREM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15706 CRENSHAW BLVD | AddressLine1Txt |
| City | GARDENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954509776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT A WALLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6265770758 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A WALLER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6265770758 | PhoneNum |
| Signature | 2022-04-29 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | WALLER JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANITA LEE | PreparerPersonNm |
| PTIN | P00006585 | PTIN |
| Phone | 2133445829 | PhoneNum |
| Preparation | 2022-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,136,780 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $173,094 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,094 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,032,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,385,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,032,814 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,205,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,205,924 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,320 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $830 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $144,013 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,003 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $108,010 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,910 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,910 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,912 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,762 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $189,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $137,390 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $611,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $611,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $800,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $748,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,405,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,153,829 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $175,052 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,692 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,618,798 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,044,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,980,088 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,793,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,200,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,136,780 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,793,850 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,200,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,793,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,200,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,793,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,200,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,793,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,405,189 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,875 | OtherIncreasesAmt |
| Subtotal | $7,200,914 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,200,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2021-12-31 | $81,847 | $65,786 | $16,061 | $16,061 |
| PUBLICLY TRADED SECURITIES | P | 2021-12-31 | $3,303,768 | $1,287,095 | $2,016,673 | $2,016,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,032,814 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,938 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,938 | SubtotalAmt |
| Tax Based On Investment Income | $29,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,890 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,890 | TotalPaymentsAndCreditsAmt |
| Tax Due | $25,048 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264415188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT A WALLER JR | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | PRESIDENT | 1.50 | $6,000 | $0 | $0 |
| JUDY T WALLER | ||||||||
| 625 FAIR OAKS SUITE 360 | SOUTH PASADENA | CA | 91030 | SEC/TREASURE | 1.50 | $0 | $0 | $0 |
| WILLIAM J WALLER | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | BOARD MEMBER | 1.50 | $6,000 | $0 | $0 |
| SARAH W RIDDLE | ||||||||
| 625 FAIR OAKS SUITE 360 | SOUTH PASADENA | CA | 91030 | BOARD MEMBER | 1.50 | $6,000 | $0 | $0 |
| JOHN G WALLER | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | BOARD MEMBER | 1.50 | $6,000 | $0 | $0 |
| MARK W WALLER | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | BOARD MEMBER | 1.50 | $5,500 | $0 | $0 |
| ELLEN W HOTCHKIS | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | BOARD MEMBER | 1.50 | $6,000 | $0 | $0 |
| ASHLEY FONTANETTA | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | EXECUTIVE DI | 1.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MGMT/PHILANTHRO | ServiceTypeTxt |
| Compensation | $144,013 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,856,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,882 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,170,242 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,170,242 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $197,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,972,688 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $648,634 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $648,634 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,938 | TotalTaxAmt |
| Distributable Before Adj | $618,696 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $618,696 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $618,696 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $748,640 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $748,640 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $618,696 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $52,342 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,342 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $748,640 | QualifyingDistributionsAmt |
| Applied To Current Year | $618,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,944 | RemainingDistriFromCorpusAmt |
| Total Corpus | $182,286 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $182,286 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $52,342 | ExcessFromYear1Amt |
| Excess From Current Year | $129,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUDY WALLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1100 NEW JERSEY AVE SE | STE 900 | WASHINGTON | DC | 20003 | 501(C)(3) | SUPPORT | $1,500 |
| ALTADENA MOUNTAIN RESCUE TEAM | |||||||
| 780 E ALTADENA DRIVE | ALTADENA | CA | 91001 | 501(C)(3) | SUPPORT | $15,000 | |
| ALZHEIMER'S ASSOCIATION CA SOUTHLA | |||||||
| 9606 S SANTA MONICA BLVD | SUITE 200 | BEVERLY HILLS | CA | 90210 | 501(C)(3) | SUPPORT | $12,500 |
| AMERICAN AUTOIMMUNE RELATED DISEASE | |||||||
| 22100 GRATIOT AVENUE | EASTPOINTE | MI | 48021 | 501(C)(3) | SUPPORT | $12,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PRE | |||||||
| 199 WATER ST | NEW YORK | NY | 10038 | 501(C)(3) | SUPPORT | $1,500 | |
| AMERICAN RED CROSS LOS ANGELES REGI | |||||||
| 1450 S CENTRAL AVE | LOS ANGELES | CA | 90021 | 501(C)(3) | SUPPORT | $2,000 | |
| BALLET PACIFICA | |||||||
| 1603 AVIATION BLVD | REDONDO BEACH | CA | 90278 | 501(C)(3) | SUPPORT | $10,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER | |||||||
| 11755 WILSHIRE BLVD | LOS ANGELES | CA | 90025 | 501(C)(3) | SUPPORT | $5,000 | |
| BOISE PUBLIC SCHOOLS EDUCATION FOUN | |||||||
| 8169 WEST VICTORY ROAD | BOISE | ID | 83709 | 501(C)(3) | SUPPORT | $6,000 | |
| BOYS & GIRLS CLUB OF HOLLYWOOD | |||||||
| 805 N CAHUENGA BLVD | LOS ANGELES | CA | 90038 | 501(C)(3) | SUPPORT | $2,000 | |
| BOYS & GIRLS CLUB OF PASADENA | |||||||
| 3230 E DEL MAR BLVD | PASADENA | CA | 91107 | 501(C)(3) | SUPPORT | $5,000 | |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET | SUITE 609 | NEW YORK | NY | 10036 | 501(C)(3) | SUPPORT | $1,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD | M/C 5-32 | PASADENA | CA | 911250001 | 501(C)(3) | SUPPORT | $3,000 |
| CANCER RESEARCH INSTITUTE INC | |||||||
| 29 BROADWAY 4TH FLOOR | NEW YORK | NY | 10006 | 501(C)(3) | SUPPORT | $2,500 | |
| CANCER SUPPORT COMMUNITY REDONDO BE | |||||||
| 109 W TORRANCE BLVD SU | REDONDO BEACH | CA | 90277 | 501(C)(3) | SUPPORT | $2,000 | |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| 10150 NATIONAL BLVD | LOS ANGELES | CA | 90034 | 501(C)(3) | SUPPORT | $6,000 | |
| CATE SCHOOL | |||||||
| 1960 CATE MESA ROAD | CARPINTERIA | CA | 93013 | 501(C)(3) | SUPPORT | $6,000 | |
| CATHEDRAL OF ST JOHN THE EVANGELIS | |||||||
| 707 N 8TH ST | BOISE | ID | 83702 | 501(C)(3) | SUPPORT | $1,000 | |
| CHILDREN OF THE NIGHT | |||||||
| 3450 CAHUENGA BLVD W | SUITE 602 | LOS ANGELES | CA | 91411 | 501(C)(3) | SUPPORT | $4,500 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | 501(C)(3) | SUPPORT | $1,500 | |
| CITY OF HOPE | |||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | 501(C)(3) | SUPPORT | $5,000 | |
| COALITION FOR RAINFOREST NATIONS SE | |||||||
| 52 VANDERBILT AVE | SUITE 1401 | NEW YORK | NY | 10017 | 501(C)(3) | SUPPORT | $1,000 |
| COLLEGE ACCESS PLAN | |||||||
| 871 E WASHINGTON BLVD | SUITE 207 | PASADENA | CA | 91104 | 501(C)(3) | SUPPORT | $2,000 |
| COVENANT HOUSE CALIFORNIA | |||||||
| 1325 N WESTERN AVE | LOS ANGELES | CA | 90027 | 501(C)(3) | SUPPORT | $500 | |
| DIAN FOSSEY GORILLA FUND INTERNATIO | |||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | 501(C)(3) | SUPPORT | $3,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLO | NEW YORK | NY | 100061705 | 501(C)(3) | SUPPORT | $1,000 | |
| DONORSCHOOSEORG | |||||||
| 134 W 37TH STREET 11TH | NEW YORK | NY | 10001 | 501(C)(3) | SUPPORT | $1,200 | |
| DR SUSAN LOVE RESEARCH FOUNDATION | |||||||
| 16133 VENTURA BLVD SUIT | ENCINO | CA | 91436 | 501(C)(3) | SUPPORT | $5,000 | |
| EAGLE MOUNT BOZEMAN | |||||||
| 6901 GOLDENSTEIN LANE | BOZEMAN | MT | 59715 | 501(C)(3) | SUPPORT | $1,500 | |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVE S | NEW YORK | NY | 10010 | 501(C)(3) | SUPPORT | $1,200 | |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | 501(C)(3) | SUPPORT | $1,000 | |
| FAMILY HOPE (DBA ELIZABETH HOUSE) | |||||||
| PO BOX 94077 | PASADENA | CA | 91109 | 501(C)(3) | SUPPORT | $5,000 | |
| FAMILY PROMISE OF GALLATIN VALLEY | |||||||
| 429 EAST STORY STREET | BOZEMAN | MT | 59715 | 501(C)(3) | SUPPORT | $2,000 | |
| FAMILY PROMISE OF THE SOUTH BAY | |||||||
| 2930 EL DORADO ST | TORRANCE | CA | 90503 | 501(C)(3) | SUPPORT | $1,000 | |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY | STE 410 | ROCKVILLE | MD | 20852 | 501(C)(3) | SUPPORT | $5,000 |
| FIVE ACRES - THE BOYS & GIRLS AID S | |||||||
| 760 W MOUNTAIN VIEW STRE | ALTADENA | CA | 91001 | 501(C)(3) | SUPPORT | $6,000 | |
| FLINTRIDGE PREPARATORY SCHOOL | |||||||
| 4543 CROWN AVENUE | LA CANADA FLINTRIDGE | CA | 91011 | 501(C)(3) | SUPPORT | $1,000 | |
| GALLATIN COUNTY LOVE IN THE NAME OF | |||||||
| PO BOX 7117 | BOZEMAN | MT | 59771 | 501(C)(3) | SUPPORT | $2,000 | |
| GOLD RUSH CURE FOUNDATION | |||||||
| 27671 ROSEBUD WAY | LAGUNA NIGUEL | CA | 92677 | 501(C)(3) | SUPPORT | $1,000 | |
| GRADES OF GREEN | |||||||
| 1730 EAST HOLLY AVE | EL SEGUNDO | CA | 90245 | 501(C)(3) | SUPPORT | $1,000 | |
| HAVEN | |||||||
| PO BOX 752 | BOZEMAN | MT | 59771 | 501(C)(3) | SUPPORT | $3,000 | |
| HEAL THE BAY | |||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | 501(C)(3) | SUPPORT | $500 | |
| HILLSIDES | |||||||
| 940 AVE 64 | PASADENA | CA | 91105 | 501(C)(3) | SUPPORT | $5,000 | |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | 501(C)(3) | SUPPORT | $6,000 | |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | 501(C)(3) | SUPPORT | $1,500 | |
| HUNTINGTON MEMORIAL HOSPITAL | |||||||
| 100 WEST CALIFORNIA BOULE | PASADENA | CA | 91105 | 501(C)(3) | SUPPORT | $23,000 | |
| IDAHO HUMANE SOCIETY | |||||||
| 4775 DORMAN ST | BOISE | ID | 83705 | 501(C)(3) | SUPPORT | $2,500 | |
| IDAHO YOUTH RANCH INC | |||||||
| 5465 W IRVING | BOISE | ID | 83706 | 501(C)(3) | SUPPORT | $2,500 | |
| IMMUNE DEFICIENCY FOUNDATION | |||||||
| 110 WEST ROAD | SUITE 300 | TOWSON | MD | 21204 | 501(C)(3) | SUPPORT | $1,000 |
| JEWISH COMMUNITY FOUNDATION OF SAN | |||||||
| 4950 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | 501(C)(3) | SUPPORT | $1,200 | |
| JONATHAN ART FOUNDATION | |||||||
| 545 S FIGUEROA STREET | LOS ANGELES | CA | 90071 | 501(C)(3) | SUPPORT | $5,000 | |
| JOURNEY OF FAITH | |||||||
| 1243 ARTESIA BLVD | MANHATTAN BEACH | CA | 90266 | 501(C)(3) | SUPPORT | $1,000 | |
| KCETLINK | |||||||
| 2900 W ALAMEDA AVENUE | BURBANK | CA | 91505 | 501(C)(3) | SUPPORT | $1,000 | |
| LAMBDA CHI ALPHA EDUCATIONAL FOUNDA | |||||||
| 11711 N PENNSYLVANIA ST | SUITE 250 | CARMEL | IN | 46032 | 501(C)(3) | SUPPORT | $1,000 |
| LAS MADRINAS | |||||||
| DEPARTMENT 6778 | LOS ANGELES | CA | 90084 | 501(C)(3) | SUPPORT | $37,000 | |
| MAKE-A-WISH GREATER LOS ANGELES | |||||||
| 11390 W OLYMPIC BLVD S | LOS ANGELES | CA | 90064 | 501(C)(3) | SUPPORT | $12,250 | |
| MAKE-A-WISH IDAHO | |||||||
| 310 W IDAHO STREET | BOISE | ID | 83702 | 501(C)(3) | SUPPORT | $2,500 | |
| MANHATTAN BEACH EDUCATION FOUNDATIO | |||||||
| PO BOX 1110 | MANHATTAN BEACH | CA | 90267 | 501(C)(3) | SUPPORT | $1,000 | |
| MATER DEI HIGH SCHOOL | |||||||
| 1202 W EDINGER AVE | SANTA ANA | CA | 92707 | 501(C)(3) | SUPPORT | $1,000 | |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | 501(C)(3) | SUPPORT | $5,000 | |
| MIDNIGHT MISSION | |||||||
| 601 SOUTH SAN PEDRO STREE | LOS ANGELES | CA | 90014 | 501(C)(3) | SUPPORT | $250 | |
| MIGHTY OAKS FOUNDATION | |||||||
| 29910 MURRIETA HOT SPRING | MURRIETA | CA | 92563 | 501(C)(3) | SUPPORT | $10,000 | |
| MONTANA NATIVE WOMENS COALITION | |||||||
| 711 CENTRAL AVE | SUITE 123 | BILLINGS | MT | 59101 | 501(C)(3) | SUPPORT | $1,000 |
| NAMI MONTANA | |||||||
| PO BOX 1021 | HELENA | MT | 596241021 | 501(C)(3) | SUPPORT | $3,250 | |
| NATIONAL COURT APPOINTED SPECIAL AD | |||||||
| 100 W HARRISON STREET | NORTH TOWER SUITE 500 | SEATTLE | WA | 98119 | 501(C)(3) | SUPPORT | $2,000 |
| NORTH SHORE COUNTRY DAY SCHOOL | |||||||
| 310 GREEN BAY ROAD | WINNETKA | IL | 60093 | 501(C)(3) | SUPPORT | $7,500 | |
| OCEANOGRAPHIC TEACHING STATIONS INC | |||||||
| PO BOX 1 | MANHATTAN BCH | CA | 90267 | 501(C)(3) | SUPPORT | $2,000 | |
| OPERATION GRATITUDE INC | |||||||
| PO BOX 260257 | ENCINO | CA | 914260257 | 501(C)(3) | SUPPORT | $250 | |
| OPERATION SMILE INC | |||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | 501(C)(3) | SUPPORT | $500 | |
| OCEANOGRAPHIC TEACHING STATIONS INC | |||||||
| 2 MANHATTAN BEACH BLVD | MANHATTAN BEACH | CA | 90266 | 501(C)(3) | SUPPORT | $3,500 | |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVENUE SU | MANHATTAN BEACH | CA | 90266 | 501(C)(3) | SUPPORT | $3,000 | |
| PARKINSON'S FOUNDATION | |||||||
| 1359 BROADWAY | SUITE 1509 | NEW YORK | NY | 10018 | 501(C)(3) | SUPPORT | $8,000 |
| PASADENA COMMUNITY FOUNDATION | |||||||
| 301 E COLORADO BLVD SU | PASADENA | CA | 91101 | 501(C)(3) | SUPPORT | $5,000 | |
| PASADENA HUMANE SOCIETY & SPCA | |||||||
| 361 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | 501(C)(3) | SUPPORT | $22,500 | |
| PASADENA PLAYHOUSE STATE THEATER OF | |||||||
| 39 SOUTH EL MOLINO AVENUE | PASADENA | CA | 91101 | 501(C)(3) | SUPPORT | $5,000 | |
| PASADENA RONALD MCDONALD HOUSE | |||||||
| 763 S PASADENA AVE | PASADENA | CA | 91105 | 501(C)(3) | SUPPORT | $6,000 | |
| PASADENA SENIOR CENTER | |||||||
| 85 EAST HOLLY STREET | PASADENA | CA | 91103 | 501(C)(3) | SUPPORT | $20,000 | |
| PATH (PEOPLE ASSISTING THE HOMELESS | |||||||
| 340 MADISON AVE | LOS ANGELES | CA | 90004 | 501(C)(3) | SUPPORT | $1,000 | |
| PAWSLA-PETS ARE WONDERFUL SUPPORT | |||||||
| 2121 S FLOWER STREET | LOS ANGELES | CA | 90007 | 501(C)(3) | SUPPORT | $2,000 | |
| POLYTECHNIC SCHOOL | |||||||
| 1030 EAST CALIFORNIA BLVD | PASADENA | CA | 91106 | 501(C)(3) | SUPPORT | $6,500 | |
| RAIDERS FOUNDATION | |||||||
| 1475 RAIDERS WAY | HENDERSON | NV | 89052 | 501(C)(3) | SUPPORT | $1,500 | |
| ROESSLER CHADWICK FOUNDATION DBA CH | |||||||
| 26800 S ACADEMY DR | PALOS VERDES PENINSULA | CA | 90274 | 501(C)(3) | SUPPORT | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF | |||||||
| 139 WARM SPRINGS AVE | BOISE | ID | 83712 | 501(C)(3) | SUPPORT | $1,000 | |
| SAINT SEBASTIAN SPORTS PROJECT INC | |||||||
| PO BOX 1711 | MANHATTAN BEACH | CA | 90267 | 501(C)(3) | SUPPORT | $2,000 | |
| SANDPIPERS PHILANTHROPY FUND INC | |||||||
| PO BOX 72 | HERMOSA BEACH | CA | 90254 | 501(C)(3) | SUPPORT | $5,000 | |
| SAVING INNOCENCE | |||||||
| PO BOX 93037 | LOS ANGELES | CA | 90093 | 501(C)(3) | SUPPORT | $2,000 | |
| SEQUOYAH SCHOOL | |||||||
| 535 S PASADENA AVENUE | PASADENA | CA | 91105 | 501(C)(3) | SUPPORT | $62,500 | |
| SIERRA MADRE SEARCH AND RESCUE TEAM | |||||||
| PO BOX 24 | SIERRA MADRE | CA | 91025 | 501(C)(3) | SUPPORT | $15,000 | |
| ST JOHN'S NORTHWESTERN MILITARY AC | |||||||
| 1101 GENESEE ST | DELAFIELD | WI | 53018 | 501(C)(3) | SUPPORT | $10,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPIT | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 501(C)(3) | SUPPORT | $5,500 | |
| ST LUKE'S HEALTH FOUNDATION | |||||||
| 190 E BANNOCK ST | BOISE | ID | 83712 | 501(C)(3) | SUPPORT | $5,000 | |
| STAFFORD ANIMAL SHELTER | |||||||
| 3 BUSINESS PARK RD | LIVINGSTON | MT | 59047 | 501(C)(3) | SUPPORT | $2,000 | |
| STANFORD UNIVERSITY | |||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 94305 | 501(C)(3) | SUPPORT | $1,400 | |
| STEP AHEAD IDAHO INC | |||||||
| 967 E PARKCENTER BLVD | BOISE | ID | 83706 | 501(C)(3) | SUPPORT | $2,500 | |
| THE BRANSON SCHOOL | |||||||
| 39 FERNHILL AVE | ROSS | CA | 94957 | 501(C)(3) | SUPPORT | $1,000 | |
| THE DAVID SHELDRICK WILDLIFE TRUST | |||||||
| 25283 CABOT RD | SUITE 101 | LAGUNA HILLS | CA | 92653 | 501(C)(3) | SUPPORT | $6,000 |
| THE HUNTINGTON LIBRARY ART COLLECT | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | 501(C)(3) | SUPPORT | $5,000 | |
| THE RONALD REAGAN PRESIDENTIAL FOUN | |||||||
| 40 PRESIDENTIAL DRIVE | SIMI VALLEY | CA | 93065 | 501(C)(3) | SUPPORT | $1,000 | |
| THE SALVATION ARMY | |||||||
| 180 E OCEAN BLVD SUITE | LONG BEACH | CA | 90802 | 501(C)(3) | SUPPORT | $1,000 | |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | 501(C)(3) | SUPPORT | $6,000 | |
| THE UNIVERSITY OF NORTH CAROLINA AT | |||||||
| 208 WEST FRANKLIN ST | CHAPEL HILL | NC | 27514 | 501(C)(3) | SUPPORT | $7,000 | |
| TINY TAILS K-9 RESCUE | |||||||
| PO BOX 257 | MANHATTAN | MT | 59741 | 501(C)(3) | SUPPORT | $2,000 | |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | 501(C)(3) | SUPPORT | $1,000 | |
| UNION RESCUE MISSION | |||||||
| 545 SOUTH SAN PEDRO STREE | LOS ANGELES | CA | 90013 | 501(C)(3) | SUPPORT | $1,500 | |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 ORANGE GROVE BLVD | PASADENA | CA | 91104 | 501(C)(3) | SUPPORT | $5,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY F | |||||||
| 1995 UNIVERSITY AVE | BERKELEY | CA | 947041070 | 501(C)(3) | SUPPORT | $2,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 4740 WALNUT ST | BOULDER | CO | 80301 | 501(C)(3) | SUPPORT | $2,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY PARK CAMPUS | LOS ANGELES | CA | 90089 | 501(C)(3) | SUPPORT | $29,500 | |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 372407727 | 501(C)(3) | SUPPORT | $3,500 | |
| VILLA ESPERANZA SERVICES | |||||||
| 2116 VILLA ST | PASADENA | CA | 91107 | 501(C)(3) | SUPPORT | $5,000 | |
| VISTAMAR SCHOOL | |||||||
| 737 HAWAII ST | EL SEGUNDO | CA | 90245 | 501(C)(3) | SUPPORT | $5,000 | |
| WARRIORS & QUIET WATERS FOUNDATION | |||||||
| 351 EVERGREEN DR STE A | BOZEMAN | MT | 59715 | 501(C)(3) | SUPPORT | $8,750 | |
| WESTCOAST SPORTS ASSOCIATES INC | |||||||
| 8939 S SEPULVEDA BLVD | STE 110716 | LOS ANGELES | CA | 90045 | 501(C)(3) | SUPPORT | $2,000 |
| WILD PHILANTHROPY INC | |||||||
| 641 LEXINGTON AVE | 15TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) | SUPPORT | $2,000 |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVE | 7TH FLOOR | WASHINGTON DC | DC | 20001 | 501(C)(3) | SUPPORT | $1,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | PO BOX 97180 | WASHINGTON DC | DC | 200907180 | 501(C)(3) | SUPPORT | $4,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 666758517 | 501(C)(3) | SUPPORT | $20,500 | |
| YOUR GRATEFUL NATION | |||||||
| PO BOX 55 | VALPARAISO | FL | 32580 | 501(C)(3) | SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $611,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,094 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,032,814 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,205,924 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,205,924 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP & ACCOUNTING FEES | CategoryTxt |
| Amt | $4,150 | Amt |
| Net Investment Income | $3,320 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $830 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES | $6,415,108 | $13,315,572 |
| FIXED INCOME SECURITIES | $629,114 | $664,516 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| REGISTRATION | $780 | $780 | |
| INSURANCE | $750 | $600 | $150 |
| INVESTMENT FEES | $2,382 | $2,382 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH | Desc |
| Amt | $1,875 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WHITTIER TRUST | CategoryTxt |
| Amt | $144,013 | Amt |
| Net Investment Income | $36,003 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $108,010 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $1,860 | $1,860 |
| STATE FILING FEE | $50 | $50 |