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ROBERT A WALLER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBERT A WALLER FOUNDATION (EIN 95-4509776)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-28
IRS object ID
202111189349101811
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-28T14:34:34-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205947643PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THEOREM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115706 CRENSHAW BLVDAddressLine1Txt
CityGARDENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90249ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954509776EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT A WALLER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone6265770758PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 FAIR OAKS AVENUE SUITE 360AddressLine1Txt
CitySOUTH PASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91030ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT A WALLER JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6265770758PhoneNum
Signature2021-04-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastWALLER JRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANITA LEEPreparerPersonNm
PTINP00006585PTIN
Phone2133445829PhoneNum
Preparation2021-04-28PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,116,974FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$46InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$46InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$170,926DividendsRevAndExpnssAmt
Dividends Net Invst Incm$170,926DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$52,608NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$440,991GrossSalesPriceAmt
Total Rev And Expnss$118,364TotalRevAndExpnssAmt
Total Net Invst Incm$170,972TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$39,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,800CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$31,200CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,195AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,356AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,839AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$121,748OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30,437OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$91,311OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,678TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,678TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,587OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,437OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$178,208TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,708TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$125,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$456,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$456,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$634,208TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,708TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$581,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$515,844ExcessRevenueOverExpensesAmt
Net Investment Income$118,264NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$55,537SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$175,052SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$175,052SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,282,645CorporateStockBOYAmt
Corporate Stock EOY$5,618,798CorporateStockEOYAmt
Corporate Stock EOYFMV$11,941,922CorporateStockEOYFMVAmt
Total Assets BOY$6,338,182TotalAssetsBOYAmt
Total Assets EOY$5,793,850TotalAssetsEOYAmt
Total Assets EOYFMV$12,116,974TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$6,338,182CapitalStockBOYAmt
Retained Earning EOY$5,793,850RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,338,182TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,793,850TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,338,182TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,793,850TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,338,182TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$515,844ExcessRevenueOverExpensesAmt
Subtotal$5,822,338SubtotalAmt
Other Decreases$28,488OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,793,850TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$56$52$4$4
PUBLICLY TRADED SECURITIESP$440,935$493,547-$52,612-$52,612
FieldValueIRS element (for citing)
Capital Gain Net Income-$52,608CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,644InvestmentIncomeExciseTaxAmt
Subtotal$1,644SubtotalAmt
Tax Based On Investment Income$1,644TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,534EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,534TotalPaymentsAndCreditsAmt
Overpayment$4,890OverpaymentAmt
Applied To ES Tax$4,890AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WHITTIER TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6264415188PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1625 FAIR OAKS AVE SUITE 360AddressLine1Txt
CitySOUTH PASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91030ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
ROBERT A WALLER JR
625 FAIR OAKS AVENUE SUITE 360SOUTH PASADENACA91030PRESIDENT1.50$6,500$0$0
JUDY T WALLER
625 FAIR OAKS SUITE 360SOUTH PASADENACA91030SEC/TREASURE1.50$0$0$0
WILLIAM J WALLER
625 FAIR OAKS AVENUE SUITE 360SOUTH PASADENACA91030BOARD MEMBER1.50$6,500$0$0
SARAH W RIDDLE
625 FAIR OAKS SUITE 360SOUTH PASADENACA91030BOARD MEMBER1.50$6,500$0$0
JOHN G WALLER
625 FAIR OAKS AVENUE SUITE 360SOUTH PASADENACA91030BOARD MEMBER1.50$6,500$0$0
MARK W WALLER
625 FAIR OAKS AVENUE SUITE 360SOUTH PASADENACA91030BOARD MEMBER1.50$6,500$0$0
ELLEN W HOTCHKIS
625 FAIR OAKS AVENUE SUITE 360SOUTH PASADENACA91030BOARD MEMBER1.50$6,500$0$0
ASHLEY FONTANETTA
625 FAIR OAKS AVENUE SUITE 360SOUTH PASADENACA91030EXECUTIVE DI000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WHITTIER TRUST COMPANYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 FAIR OAKS AVENUE SUITE 360AddressLine1Txt
CitySOUTH PASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91030ZIPCd
FieldValueIRS element (for citing)
Service TypeMGMT/PHILANTHROServiceTypeTxt
Compensation$121,748CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,578,814AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$198,889AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,777,703TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$10,777,703AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$161,666CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,616,037NetVlNoncharitableAssetsAmt
Minimum Investment Return$530,802MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$530,802MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,644TaxBasedOnInvestmentIncomeAmt
Total Tax$1,644TotalTaxAmt
Distributable Before Adj$529,158DistributableBeforeAdjAmt
Distributable Before Ded$529,158DistributableBeforeDedAmt
Distributable As Adjusted$529,158DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$581,500ExpensesAndContributionsAmt
Qualifying Distributions$581,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$581,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$529,158DistributableAsAdjustedAmt
Qualifying Distributions$581,500QualifyingDistributionsAmt
Applied To Current Year$529,158AppliedToCurrentYearAmt
Remaining Distri From Corpus$52,342RemainingDistriFromCorpusAmt
Total Corpus$52,342TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$52,342ExcessDistriCyovToNextYrAmt
Excess From Current Year$52,342ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFRICAN WILDLIFE FOUNDATION
1100 NEW JERSEY AVE SESTE 900WASHINGTONDC20003501(C)(3)SUPPORT$1,500
ALTADENA MOUNTAIN RESCUE TEAM
780 E ALTADENA DRIVEALTADENACA91001501(C)(3)SUPPORT$5,000
ALZHEIMER'S ASSOCIATION CA SOUTHLA
9606 S SANTA MONICA BLVDSUITE 200BEVERLY HILLSCA90210501(C)(3)SUPPORT$2,500
ALZHEIMER'S ASSOCIATION CA SOUTHLA
9606 S SANTA MONICA BLVDSUITE 200BEVERLY HILLSCA90210501(C)(3)SUPPORT$5,000
AMERICAN AUTOIMMUNE RELATED DISEASE
22100 GRATIOT AVENUEEASTPOINTEMI48021501(C)(3)SUPPORT$2,000
AMERICAN AUTOIMMUNE RELATED DISEASE
22100 GRATIOT AVENUEEASTPOINTEMI48021501(C)(3)SUPPORT$5,000
AMERICAN RED CROSS LOS ANGELES REGI
1450 S CENTRAL AVELOS ANGELESCA90021501(C)(3)SUPPORT$2,000
BALLET PACIFICA
1603 AVIATION BLVDREDONDO BEACHCA90278501(C)(3)SUPPORT$10,000
BALLET PACIFICA
1603 AVIATION BLVDREDONDO BEACHCA90278501(C)(3)SUPPORT$14,250
BOISE PUBLIC SCHOOLS EDUCATION FOUN
8169 WEST VICTORY ROADBOISEID83709501(C)(3)SUPPORT$5,250
BOISE PUBLIC SCHOOLS EDUCATION FOUN
8169 WEST VICTORY ROADBOISEID83709501(C)(3)SUPPORT$1,000
BOYS & GIRLS CLUB OF HOLLYWOOD
805 N CAHUENGA BLVDLOS ANGELESCA90038501(C)(3)SUPPORT$1,000
BRAIN & BEHAVIOR RESEARCH FOUNDATIO
747 THIRD AVENUE33RD FLOORNEW YORKNY10017501(C)(3)SUPPORT$1,250
BREAST CANCER RESEARCH FOUNDATION
28 WEST 44TH STREETSUITE 609NEW YORKNY10036501(C)(3)SUPPORT$2,000
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVDM/C 5-32PASADENACA911250001501(C)(3)SUPPORT$3,000
CANCER RESEARCH INSTITUTE INC
29 BROADWAY 4TH FLOORNEW YORKNY10006501(C)(3)SUPPORT$2,500
CANCER SUPPORT COMMUNITY REDONDO BE
109 W TORRANCE BLVD SUREDONDO BEACHCA90277501(C)(3)SUPPORT$1,000
CATE SCHOOL
1960 CATE MESA ROADCARPINTERIACA93013501(C)(3)SUPPORT$2,500
CATE SCHOOL
1960 CATE MESA ROADCARPINTERIACA93013501(C)(3)SUPPORT$1,000
CATHEDRAL OF ST JOHN THE EVANGELIS
707 N 8TH STBOISEID83702501(C)(3)SUPPORT$1,000
CHILDREN OF THE NIGHT
3450 CAHUENGA BLVD WSUITE 602LOS ANGELESCA91411501(C)(3)SUPPORT$2,000
CHILDREN OF THE NIGHT
3450 CAHUENGA BLVD WSUITE 602LOS ANGELESCA91411501(C)(3)SUPPORT$5,000
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVD 29LOS ANGELESCA90027501(C)(3)SUPPORT$2,000
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVD 29LOS ANGELESCA90027501(C)(3)SUPPORT$1,500
CITY OF HOPE
1500 E DUARTE RDDUARTECA91010501(C)(3)SUPPORT$2,000
CITY OF HOPE
1500 E DUARTE RDDUARTECA91010501(C)(3)SUPPORT$1,500
COLLEGE ACCESS PLAN
871 E WASHINGTON BLVDSUITE 207PASADENACA91104501(C)(3)SUPPORT$500
COVENANT HOUSE CALIFORNIA
1325 N WESTERN AVELOS ANGELESCA90027501(C)(3)SUPPORT$250
DIAN FOSSEY GORILLA FUND INTERNATIO
800 CHEROKEE AVENUE SEATLANTAGA30315501(C)(3)SUPPORT$1,000
DIAN FOSSEY GORILLA FUND INTERNATIO
800 CHEROKEE AVENUE SEATLANTAGA30315501(C)(3)SUPPORT$2,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLONEW YORKNY100061705501(C)(3)SUPPORT$1,000
DONORSCHOOSEORG
134 W 37TH STREET 11THNEW YORKNY10001501(C)(3)SUPPORT$1,250
DR SUSAN LOVE RESEARCH FOUNDATION
16133 VENTURA BLVD SUITENCINOCA91436501(C)(3)SUPPORT$5,000
EAGLE MOUNT BOZEMAN
6901 GOLDENSTEIN LANEBOZEMANMT59715501(C)(3)SUPPORT$1,500
FAMILY PROMISE OF GALLATIN VALLEY
429 EAST STORY STREETBOZEMANMT59715501(C)(3)SUPPORT$2,000
FAMILY PROMISE OF THE SOUTH BAY
2930 EL DORADO STTORRANCECA90503501(C)(3)SUPPORT$1,000
FISHER HOUSE FOUNDATION INC
12300 TWINBROOK PKWYSTE 410ROCKVILLEMD20852501(C)(3)SUPPORT$5,000
FIVE ACRES - THE BOYS & GIRLS AID S
760 W MOUNTAIN VIEW STREALTADENACA91001501(C)(3)SUPPORT$1,000
FLINTRIDGE PREPARATORY SCHOOL
4543 CROWN AVENUELA CANADA FLINTRIDGECA91011501(C)(3)SUPPORT$1,000
FRIEDKIN CONSERVATION FUND
1375 ENCLAVE PKWYHOUSTONTX770772026501(C)(3)SUPPORT$2,000
FRIENDS OF THE HOLLYWOOD CENTRAL PA
6464 SUNSET BLVDHOLLYWOODCA90028501(C)(3)SUPPORT$500
GALLATIN COUNTY LOVE IN THE NAME OF
PO BOX 7117BOZEMANMT59771501(C)(3)SUPPORT$2,000
GOLD RUSH CURE FOUNDATION
27671 ROSEBUD WAYLAGUNA NIGUELCA92677501(C)(3)SUPPORT$1,000
GRADES OF GREEN
1730 EAST HOLLY AVEEL SEGUNDOCA90245501(C)(3)SUPPORT$1,000
GRADES OF GREEN
1730 EAST HOLLY AVEEL SEGUNDOCA90245501(C)(3)SUPPORT$1,000
GREATER LOS ANGELES ZOO ASSOCIATION
5333 ZOO DRIVELOS ANGELESCA90027501(C)(3)SUPPORT$5,000
HAVEN
PO BOX 752BOZEMANMT59771501(C)(3)SUPPORT$3,000
HEAL THE BAY
1444 9TH STREETSANTA MONICACA90401501(C)(3)SUPPORT$250
HOMES FOR OUR TROOPS
6 MAIN STREETTAUNTONMA02780501(C)(3)SUPPORT$1,500
HUNTINGTON MEMORIAL HOSPITAL
100 WEST CALIFORNIA BOULEPASADENACA91105501(C)(3)SUPPORT$25,000
HUNTINGTON MEMORIAL HOSPITAL
100 WEST CALIFORNIA BOULEPASADENACA91105501(C)(3)SUPPORT$3,000
IDAHO HUMANE SOCIETY
4775 DORMAN STBOISEID83705501(C)(3)SUPPORT$2,500
IDAHO YOUTH RANCH INC
5465 W IRVINGBOISEID83706501(C)(3)SUPPORT$1,000
IMMUNE DEFICIENCY FOUNDATION
110 WEST ROADSUITE 300TOWSONMD21204501(C)(3)SUPPORT$1,000
INNER CITY LAW CENTER
1309 E 7TH STLOS ANGELESCA90021501(C)(3)SUPPORT$1,500
JONATHAN ART FOUNDATION
545 S FIGUEROA STREETLOS ANGELESCA90071501(C)(3)SUPPORT$5,000
JOURNEY OF FAITH
1243 ARTESIA BLVDMANHATTAN BEACHCA90266501(C)(3)SUPPORT$2,000
KCETLINK
2900 W ALAMEDA AVENUEBURBANKCA91505501(C)(3)SUPPORT$1,000
KCRW
1900 PICO BLVDSANTA MONICACA90405501(C)(3)SUPPORT$1,250
LAMBDA CHI ALPHA EDUCATIONAL FOUNDA
11711 N PENNSYLVANIA STSUITE 250CARMELIN46032501(C)(3)SUPPORT$1,000
LAS MADRINAS
DEPARTMENT 6778LOS ANGELESCA90084501(C)(3)SUPPORT$2,000
LAS MADRINAS
DEPARTMENT 6778LOS ANGELESCA90084501(C)(3)SUPPORT$6,000
MAKE-A-WISH GREATER LOS ANGELES
11390 W OLYMPIC BLVD SLOS ANGELESCA90064501(C)(3)SUPPORT$250
MAKE-A-WISH GREATER LOS ANGELES
11390 W OLYMPIC BLVD SLOS ANGELESCA90064501(C)(3)SUPPORT$10,000
MAKE-A-WISH GREATER LOS ANGELES
11390 W OLYMPIC BLVD SLOS ANGELESCA90064501(C)(3)SUPPORT$2,000
MAKE-A-WISH IDAHO
310 W IDAHO STREETBOISEID83702501(C)(3)SUPPORT$2,500
MANHATTAN BEACH EDUCATION FOUNDATIO
PO BOX 1110MANHATTAN BEACHCA90267501(C)(3)SUPPORT$1,000
MARCH OF DIMES
1275 MAMARONECK AVENUEATTN DRFRWHITE PLAINSNY10605501(C)(3)SUPPORT$10,000
MATER DEI HIGH SCHOOL
1202 W EDINGER AVESANTA ANACA92707501(C)(3)SUPPORT$1,000
MAYO CLINIC
200 FIRST ST SWROCHESTERMN55905501(C)(3)SUPPORT$5,000
MIDNIGHT MISSION
601 SOUTH SAN PEDRO STREELOS ANGELESCA90014501(C)(3)SUPPORT$250
MIGHTY OAKS FOUNDATION
29910 MURRIETA HOT SPRINGMURRIETACA92563501(C)(3)SUPPORT$10,500
NAMI MONTANA
PO BOX 1021HELENAMT596241021501(C)(3)SUPPORT$3,250
NATIONAL COURT APPOINTED SPECIAL AD
100 W HARRISON STREETNORTH TOWER SUITE 500SEATTLEWA98119501(C)(3)SUPPORT$2,000
NORTH SHORE COUNTRY DAY SCHOOL
310 GREEN BAY ROADDEVELOPMENTWINNETKAIL60093501(C)(3)SUPPORT$5,000
OCEANOGRAPHIC TEACHING STATIONS INC
PO BOX 1MANHATTAN BCHCA90267501(C)(3)SUPPORT$1,000
OPERATION GRATITUDE INC
PO BOX 260257ENCINOCA914260257501(C)(3)SUPPORT$250
OPERATION SMILE INC
3641 FACULTY BOULEVARDVIRGINIA BEACHVA23453501(C)(3)SUPPORT$250
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVENUE SUMANHATTAN BEACHCA90266501(C)(3)SUPPORT$1,500
PARKINSON'S FOUNDATION
1359 BROADWAYSUITE 1509NEW YORKNY10018501(C)(3)SUPPORT$3,000
PARKINSON'S FOUNDATION
1359 BROADWAYSUITE 1509NEW YORKNY10018501(C)(3)SUPPORT$5,000
PASADENA COMMUNITY FOUNDATION
301 E COLORADO BLVD SUPASADENACA91101501(C)(3)SUPPORT$5,000
PASADENA COMMUNITY FOUNDATION
301 E COLORADO BLVD SUPASADENACA91101501(C)(3)SUPPORT$5,000
PASADENA HUMANE SOCIETY & SPCA
361 SOUTH RAYMOND AVENUEPASADENACA91105501(C)(3)SUPPORT$2,500
PASADENA HUMANE SOCIETY & SPCA
361 SOUTH RAYMOND AVENUEPASADENACA91105501(C)(3)SUPPORT$10,000
PASADENA PLAYHOUSE STATE THEATER OF
39 SOUTH EL MOLINO AVENUEPASADENACA91101501(C)(3)SUPPORT$10,000
PASADENA RONALD MCDONALD HOUSE
763 S PASADENA AVEPASADENACA91105501(C)(3)SUPPORT$1,000
PASADENA RONALD MCDONALD HOUSE
763 S PASADENA AVEPASADENACA91105501(C)(3)SUPPORT$5,000
PASADENA RONALD MCDONALD HOUSE
763 S PASADENA AVEPASADENACA91105501(C)(3)SUPPORT$500
PASADENA SENIOR CENTER
85 EAST HOLLY STREETPASADENACA91103501(C)(3)SUPPORT$10,000
PAWSLA-PETS ARE WONDERFUL SUPPORT
2121 S FLOWER STREETLOS ANGELESCA90007501(C)(3)SUPPORT$2,000
POLYTECHNIC SCHOOL
1030 EAST CALIFORNIA BLVDPASADENACA91106501(C)(3)SUPPORT$1,000
POLYTECHNIC SCHOOL
1030 EAST CALIFORNIA BLVDPASADENACA91106501(C)(3)SUPPORT$500
RAIDERS FOUNDATION
1475 RAIDERS WAYHENDERSONNV89052501(C)(3)SUPPORT$1,500
REACH OUT & CARE WHEELS INC
PO BOX 11765BOZEMANMT59719501(C)(3)SUPPORT$1,500
ROESSLER CHADWICK FOUNDATION DBA CH
26800 S ACADEMY DRPALOS VERDES PENINSULACA90274501(C)(3)SUPPORT$2,500
SAINT SEBASTIAN SPORTS PROJECT INC
PO BOX 1711MANHATTAN BEACHCA90267501(C)(3)SUPPORT$1,000
SANDPIPERS PHILANTHROPY FUND INC
PO BOX 72HERMOSA BEACHCA90254501(C)(3)SUPPORT$5,000
SAVING INNOCENCE
PO BOX 93037LOS ANGELESCA90093501(C)(3)SUPPORT$2,000
SEQUOYAH SCHOOL
535 S PASADENA AVENUEPASADENACA91105501(C)(3)SUPPORT$15,500
SEQUOYAH SCHOOL
535 S PASADENA AVENUEPASADENACA91105501(C)(3)SUPPORT$15,500
SEQUOYAH SCHOOL
535 S PASADENA AVENUEPASADENACA91105501(C)(3)SUPPORT$7,500
SEQUOYAH SCHOOL
535 S PASADENA AVENUEPASADENACA91105501(C)(3)SUPPORT$7,500
SEQUOYAH SCHOOL
535 S PASADENA AVENUEPASADENACA91105501(C)(3)SUPPORT$1,500
SIERRA MADRE SEARCH AND RESCUE TEAM
PO BOX 24SIERRA MADRECA91025501(C)(3)SUPPORT$5,000
ST JOHN'S NORTHWESTERN MILITARY AC
1101 GENESEE STDELAFIELDWI53018501(C)(3)SUPPORT$5,000
ST JUDE CHILDREN'S RESEARCH HOSPIT
501 ST JUDE PLACEMEMPHISTN38105501(C)(3)SUPPORT$2,000
ST JUDE CHILDREN'S RESEARCH HOSPIT
501 ST JUDE PLACEMEMPHISTN38105501(C)(3)SUPPORT$3,750
ST LUKE'S HEALTH FOUNDATION
190 E BANNOCK STBOISEID83712501(C)(3)SUPPORT$5,000
STEP AHEAD IDAHO INC
967 E PARKCENTER BLVDBOISEID83706501(C)(3)SUPPORT$2,500
THE HUNTINGTON LIBRARY ART COLLECT
1151 OXFORD ROADSAN MARINOCA91108501(C)(3)SUPPORT$5,000
THE RONALD REAGAN PRESIDENTIAL FOUN
40 PRESIDENTIAL DRIVESIMI VALLEYCA93065501(C)(3)SUPPORT$1,000
THE SALVATION ARMY
180 E OCEAN BLVD SUITELONG BEACHCA90802501(C)(3)SUPPORT$500
THE UNIVERSITY OF NORTH CAROLINA AT
208 WEST FRANKLIN STCHAPEL HILLNC27514501(C)(3)SUPPORT$3,500
TINY TAILS K-9 RESCUE
PO BOX 257MANHATTANMT59741501(C)(3)SUPPORT$3,500
TURNING POINT USA
4940 EAST BEVERLY ROADPHOENIXAZ85044501(C)(3)SUPPORT$1,000
UNION RESCUE MISSION
545 SOUTH SAN PEDRO STREELOS ANGELESCA90013501(C)(3)SUPPORT$750
UNIVERSITY OF CALIFORNIA BERKELEY F
DONOR GIFT SERVICES1995 UNIVERSITY AVE SUIBERKELEYCA947041070501(C)(3)SUPPORT$3,000
UNIVERSITY OF COLORADO FOUNDATION
PARENT GIVING AND BOULDER2055 REGENT DRIVE SUITEBOULDERCO80309501(C)(3)SUPPORT$3,000
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK CAMPUSLOS ANGELESCA90089501(C)(3)SUPPORT$3,000
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK CAMPUSLOS ANGELESCA90089501(C)(3)SUPPORT$7,500
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK CAMPUSLOS ANGELESCA90089501(C)(3)SUPPORT$10,000
VANDERBILT UNIVERSITY
GIFT AND DONOR SERVICES P2301 VANDERBILT PLACENASHVILLETN372407727501(C)(3)SUPPORT$3,500
VISTAMAR SCHOOL
737 HAWAII STEL SEGUNDOCA90245501(C)(3)SUPPORT$10,000
WARRIORS & QUIET WATERS FOUNDATION
351 EVERGREEN DR STE ABOZEMANMT59715501(C)(3)SUPPORT$8,750
WESTCOAST SPORTS ASSOCIATES INC
8939 S SEPULVEDA BLVDSTE 110716LOS ANGELESCA90045501(C)(3)SUPPORT$1,000
WORLD WILDLIFE FUND
1250 24TH STREET NWPO BOX 97180WASHINGTONDC200907180501(C)(3)SUPPORT$2,000
WORLD WILDLIFE FUND
1250 24TH STREET NWPO BOX 97180WASHINGTONDC200907180501(C)(3)SUPPORT$1,000
WOUNDED WARRIOR PROJECT
PO BOX 758517TOPEKAKS666758517501(C)(3)SUPPORT$2,500
WOUNDED WARRIOR PROJECT
PO BOX 758517TOPEKAKS666758517501(C)(3)SUPPORT$10,000
YOUR GRATEFUL NATION
PO BOX 55VALPARAISOFL32580501(C)(3)SUPPORT$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$456,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$170,926ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$52,608ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$118,364ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118,364TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryROSE SNYDERCategoryTxt
Amt$14,195Amt
Net Investment Income$11,356NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,839DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITIES$4,989,684$11,253,465
FIXED INCOME SECURITIES$629,114$688,457

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescACCRUAL TO CASHDesc
Amt$28,488Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
REGISTRATION$765$765
INSURANCE$750$600$150
INVESTMENT FEES$72$72

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryWHITTIER TRUSTCategoryTxt
Amt$121,748Amt
Net Investment Income$30,437NetInvestmentIncomeAmt
Disbursements Charitable Prps$91,311DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX PAID$1,598$1,598
STATE FILING FEE$50$50
STATE TAXES$30$30