OARSMEN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OARSMEN FOUNDATION (EIN 33-0754362)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-14
- IRS object ID
- 202043199349100614
- Schema version
- 2019v5.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-14T11:47:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455514068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVATIUS O'BRIEN & FONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2377 CRENSHAW BLVD SUITE 320 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330754362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OARSMEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OARS | BusinessNameControlTxt |
| Phone | 3107913343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25550 HAWTHORNE BLVD SUITE 310 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE SCHULER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3107913343 | PhoneNum |
| Signature | 2020-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROSS H O'BRIEN | PreparerPersonNm |
| PTIN | P00965565 | PTIN |
| Phone | 3105399400 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.80.21.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-14 | IPDt |
| IP Tm | 11:47:25 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FA0AEE9912B0A367FC28B8AAF85FB504DF5220AC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,673,902 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26,924 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,924 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $26,924 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $743,755 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $743,755 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $743,755 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,299,387 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,605,736 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,299,387 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,942 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,942 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,942 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,076,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,076,008 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $776,621 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,032 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,032 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,884 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,089 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $364,954 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $364,954 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $420,065 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $386,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,507,234 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,507,234 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,927,299 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $386,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,507,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $148,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,689,738 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $776,621 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $91,904 | CashBOYAmt |
| Cash EOY | $247,436 | CashEOYAmt |
| Cash EOYFMV | $247,436 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $276,176 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $245,296 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $276,176 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $276,176 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $24,783,467 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,134,768 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,997,520 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $500,761 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $130,552 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $152,770 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,621,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,788,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,673,902 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,819 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,614 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,819 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,614 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,361,440 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,361,440 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,248,169 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,396,878 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,609,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,758,318 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,621,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,788,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,609,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $148,709 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,758,318 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,758,318 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN HOLDING L.P. | $293 | -$293 | -$293 | ||
| ALLIANCEBERNSTEIN HOLDING L.P. | $334 | $334 | $334 | ||
| ALLIANCEBERNSTEIN HOLDING L.P. | $88 | $88 | $88 | ||
| ENTERPRISE PRODUCTS PARTNERS L.P. | $14 | -$14 | -$14 | ||
| ICAHN ENTERPRISES L.P. | $235 | -$235 | -$235 | ||
| ICAHN ENTERPRISES L.P. | $335 | $335 | $335 | ||
| MORGAN STANLEY 9517 | $1,176,763 | $129,786 | $129,786 | $1,306,549 | P |
| MORGAN STANLEY 9517 | $4,238,215 | -$130,877 | -$130,877 | $4,107,338 | P |
| MORGAN STANLEY 9517 WASH SALE | $2,790 | $2,790 | $2,790 | P | |
| RAYMOND JAMES | $313,663 | $35,455 | $35,455 | $349,118 | P |
| RAYMOND JAMES | $1,460,404 | -$72,205 | -$72,205 | $1,388,199 | P |
| THE BLACKSTONE GROUP L.P. | $11 | $11 | $11 | ||
| THE BLACKSTONE GROUP L.P. | $785 | $785 | $785 | ||
| THE BLACKSTONE GROUP L.P. | $33 | $33 | $33 | ||
| THE BLACKSTONE GROUP L.P. | $139 | $139 | $139 | ||
| THE BLACKSTONE GROUP L.P. MS 9517 | $259,914 | -$88,272 | -$88,272 | $171,642 | |
| THE CARLYLE GROUP L.P. | $151 | $151 | $151 | ||
| THE WHITTIER TRUST COMPANY | $1,021,767 | $87,308 | $87,308 | $1,109,075 | P |
| THE WHITTIER TRUST COMPANY | $127,086 | $153,373 | $153,373 | $280,459 | P |
| THE WHITTIER TRUST COMPANY | $1,707,995 | $1,180,695 | $1,180,695 | $2,888,690 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,299,387 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$199,922 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,630,130 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,777,912 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052964 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,537,569 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,821,926 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051558 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,314,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,349,593 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048067 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $878,150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,697,998 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044581 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $797,956 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,361,438 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055562 | DistributionYr5Rt |
| Total Distribution | 0.252732 | TotalDistributionRt |
| Average Distribution | 0.050546 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,687,125 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,601,657 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,897 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,618,554 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,507,234 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,876 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $37,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,876 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,081 | OverpaymentAmt |
| Applied To ES Tax | $12,081 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GL SCHULER | IndividualWithBooksNm |
| Phone | 3107913343 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25550 HAWTHORNE BLVD SUITE 310 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE L SCHULER | ||||||||
| 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | TREASURER | 0.00 | $0 | $0 | $0 |
| ROSALIE T SCHULER | ||||||||
| 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | 1ST VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| SCOTT D SCHULER | ||||||||
| 285 W 6TH STREET 518 | SAN PEDRO | CA | 90731 | 2ND VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KIMBERLY S WHITCOMBE | ||||||||
| 2800 VIA SEGOVIA | PALOS VERDES ESTATES | CA | 90274 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOHN D WHITCOMBE | ||||||||
| 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | SECRETARY | 0.00 | $0 | $0 | $0 |
| VIVIAN WAKE | ||||||||
| 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | CONTROLLER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,000,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,169,670 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,169,670 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $482,545 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,687,125 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,584,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,584,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,795 | TotalTaxAmt |
| Distributable Before Adj | $1,550,561 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,550,561 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,550,561 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,507,234 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,507,234 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,507,234 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,550,561 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $56,450 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $124,190 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $180,640 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,507,234 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,507,234 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $43,327 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $43,327 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $137,313 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $137,313 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $13,123 | ExcessFromYear2Amt |
| Excess From Year1 | $124,190 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HAITI REFORM FOUNDATION | |||||||
| 1187 COAST VILLAGE RD SUITE 1-640 | SANTA BARBARA | CA | 93108 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| DAVID SLIFF MEMORIAL FOUNDATION | |||||||
| 854 BARD STREET | HERMOSA BEACH | CA | 902544232 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| HARVARD LAW SCHOOL | |||||||
| 1585 MASSACHUSETTS AVE SUITE 3039 | CAMBRIGE | MA | 02138 | NONE | UNIVERSITY | FUNDS FOR CHARITY | $10,000 |
| VERMONT LAW SCHOOL | |||||||
| PO BOX 96 | SOUTH ROYALTON | VT | 05068 | NONE | UNIVERSITY | FUNDS FOR CHARITY | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $30,000 |
| HUMANE SOCIETY | |||||||
| PO BOX 96930 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 969611 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $30,000 |
| JUDICIAL WATCH | |||||||
| PO BOX 96234 | WASHINGTON | CA | 200906234 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,100 |
| HOPE FOR THE WARRIORS | |||||||
| 5101C BACKLICK ROAD | ANNANDALE | VA | 22003 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| CAPITAL LIFE CHURCH | |||||||
| 1800 N GLEBE ROAD | ARLINGTON | VA | 22207 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| CHRISTIAN RESEARCH | |||||||
| PO BOX 8500 | CHARLOTTE | NC | 28271 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $50,000 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $35,000 |
| WYCLIFFE BIBLE TRANSLATION | |||||||
| PO BOX 628200 | ORLANDO | FL | 35862 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| EVERY NATION MINISTRIES | |||||||
| PO BOX 1787 | BRENTWOOD | TN | 37024 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | UNIVERSITY | FUNDS FOR CHARITY | $15,000 |
| BRIDGE TO RAWANDA | |||||||
| 1818 N TAYLOR SUITE B | LITTLE ROCK | AR | 72207 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $30,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $55,000 |
| JACKSON HOLE LAND TRUST | |||||||
| PO BOX 2897 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $500 |
| MAMA HILL'S HELP INC | |||||||
| 755 E 92ND STREET | LOS ANGELES | CA | 90002 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $2,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $30,000 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| GOOD NEIGHBORS USA | |||||||
| 2301 E 7TH STREET A-248 | LOS ANGELES | CA | 90023 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 2440 S SEPULVEDA BLVD STE 115 | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| USC NORRIS CANCER CENTER | |||||||
| PO BOX 80220 | LOS ANGELES | CA | 90080 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| HABITAT FOR HUMANITY | |||||||
| 17700 S FIGUEROA STREET | LOS ANGELES | CA | 90248 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| PENINSULA FRIENDS OF THE LIBRARY | |||||||
| PO BOX 2361 | PALOS VERDES ESTATES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $1,000 |
| PENINSULA EDUCATION FOUNDATION | |||||||
| PO BOX 2632 | PALOS VERDES PENINSU | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| LIFE ON THE HILL | |||||||
| 735 SILVER SPUR ROAD | ROLLING HILL ESTATES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| PVGC SCHOLARSHIP FOUNDATION | |||||||
| 3301 VIA CAMPESINA | PALOS VERDES ESTATES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $8,000 |
| YAMBI RWANDA | |||||||
| 2 CINCHRING ROAD | ROLLING HILLS | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| CHAMBER ORCHESTRA | |||||||
| PO BOX 2095 | PALOS VERDES PENNISU | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $1,000 |
| SOUTH BAY LACROSSE ASSOCIATION | |||||||
| 1500 CHELSEA ROAD | PVE | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $500 |
| PENINSULA COMMITTEE CHILDREN HOSPIT | |||||||
| PO BOX 801 | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $38,334 |
| INTERNATIONAL CARE MINISTRIES | |||||||
| 30 HIDDEN VALLEY ROAD | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| PALOS VERDES PENINSULA LAND CONSERV | |||||||
| PO BOX 3427 | PALOS VERDES PENINSULA | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| ROLLING HILLS CONVENANT CHURCH | |||||||
| 2222 PALOS VERDES DRIVE NORTH | ROLLING HILL ESTATES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $60,200 |
| PROJECT MEXICO | |||||||
| 7 EL PORTAL | PALOS VERDES ESTATES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| UCLA FOUNDATION | |||||||
| 2516 VIA TEJON | PALOS VERDES ESTATES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $100 |
| PALOS VERDES HIGH SCHOOL BOOSTER CL | |||||||
| PO BOX 818 | PALOS VERDES ESTATES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| PALOS VERDES ART CENTER | |||||||
| 550 DEEP VALLEY DRIVE | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| PENNINSULA SYMPHONY ASSOC | |||||||
| PO BOX 2602 | PALOS VERDES PENNISU | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $1,000 |
| PALOS VERDES PERFORMING ARTS | |||||||
| 27570 NORRIS CENTER DRIVE | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $12,500 |
| PV SENIORS | |||||||
| 30928 HAWTHORNE BLVD | RANCHO PALOS VERDES | CA | 90275 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| MARYMOUNT CALIFORNIA UNIVERSITY | |||||||
| 30800 PALOS VERDES DR EAST | RANCHO PALOS VERDES | CA | 902756299 | NONE | UNIVERSITY | FUNDS FOR CHARITY | $10,000 |
| SOUTH BAY CHILDREN'S HEALTH | |||||||
| 4105 S CAMINO REAL | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| FOR OUR CHILDREN | |||||||
| PO BOX 7000-375 | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| REDONDO BEACH POLICE OFFICERS | |||||||
| 612 MEYER LANE 1 | REDONDO BEACH | CA | 90278 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| CHRYSALIS | |||||||
| 1857 LINCOLN BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| HAPPY TRAILS FOR KIDS | |||||||
| 2525 OCEAN PARK BLVD SUITE 104 | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| ASIAN ACCESS | |||||||
| 2214 W TORRANCE BOULEVARD | TORRANCE | CA | 90501 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| SWITZER LEARNING CENTER | |||||||
| 2201 AMAPOLA COURT | TORRANCE | CA | 905011431 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| LOS ANGELES BIOMED | |||||||
| 1124 WEST CARSON ST BLDG N-14RM21 | TORRANCE | CA | 90502 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| PROVIDENCE LITTE COMPANY OF MARY FO | |||||||
| 4101 TORRANCE BLVD | TORRANCE | CA | 90503 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $70,000 |
| TORRANCE POLICE FOUNDATION | |||||||
| 21515 HAWTHORNE BLVD SUITE 450 | TORRANCE | CA | 90503 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $25,000 |
| TORRANCE MEMORIAL MEDICAL CEN | |||||||
| 3330 LOMITA BLVD | TORRANCE | CA | 90505 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $71,500 |
| TRINITYCARE HOSPICE FOUNDATION | |||||||
| 2601 AIRPORT DRIVE SUITE 230 | TACOMA | CA | 90505 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| TORRANCE-SOUTH BAY YMCA | |||||||
| 2900 W SEPULVEDA BLVD | TORRANCE | CA | 90505 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| RIVER CHURCH OF THE SOUTH BAY | |||||||
| 3525 LOMITA BLVD | TORRANCE | CA | 90505 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| SALVATION ARMY | |||||||
| PO BOX 3318 | TORRANCE | CA | 90510 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| BIOLA UNIVERSITY | |||||||
| 13800 BIOLA AVENUE | LA MIRADA | CA | 90639 | NONE | UNIVERSITY | FUNDS FOR CHARITY | $10,000 |
| IGLESIA CRISTIANA | |||||||
| 25606 SOUTH NORMANDIE | HARBOR CITY | CA | 90710 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $50,000 |
| COMMUNITY'S CHILD | |||||||
| PO BOX 367 | HARBOR CITY | CA | 90710 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $16,000 |
| BETHANY CHRISTIAN FELLOWSHIP | |||||||
| 792 W 10TH STREET | SAN PEDRO | CA | 90731 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 2100 SOUTH WESTERN AVE | SAN PEDRO | CA | 90732 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| RELGNITE HOPE | |||||||
| 2074 STONEWOOD CT | SAN PEDRO | CA | 90732 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $30,000 |
| DOORS OF HOPE WOMEN'S SHELTERFLATWA | |||||||
| 525 BROAD AVENUE | WILMINGTON | CA | 90744 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| BEACON LIGHT MISSION | |||||||
| 525 BROAD AVENUE | WILMINGTON | CA | 90744 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| FCA MINISTRIES | |||||||
| 415 W TORRANCE BLVD | CARSON | CA | 90745 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| LONG BEACH RESCUE MISSION | |||||||
| 1430 PACIFIC AVENUE | LONG BEACH | CA | 90801 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| LONG BEACH RONALD MCDONALD HOUSE | |||||||
| 500 E 27TH ST | LONG BEACH | CA | 90806 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| HAND IN PAW RESCUE | |||||||
| 64 OAK KNOLL LN | BRADBURY | CA | 91008 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $2,000 |
| LEAD WITH YOUR LIFE | |||||||
| PO BOX 508 | MONROVIA | CA | 91017 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| CHURCH FOR THE NATION | |||||||
| 1015 N CENTRAL | GLENDALE | CA | 91202 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| OPERATION GRATITUDE | |||||||
| PO BOX 260257 | ENCINO | CA | 91426 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $30,000 |
| BOYS REPUBLIC | |||||||
| 1907 BOYS REPUBLIC DRIVE | CHINO HILLS | CA | 91709 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| A STEP BEYOND | |||||||
| 340 N ESCONDIDO BLVD | ESCONDIDO | CA | 92025 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| POINT LOMA NAZARENE UNIVERSITY | |||||||
| 3900 LOMALAND DRIVE | SAN DIEGO | CA | 92106 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| PLANT WITH PURPOSE | |||||||
| 4747 MORENA BLVD SUITE 100 | SAN DIEGO | CA | 92117 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| ALPINE CAMP CONFRENCE CENTER | |||||||
| 415 CLUB HOUSE DRIVE | BLUE JAY | CA | 92317 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| OBRIA MEDICAL CLINICS | |||||||
| 1200 MAIN STREET SUITE C | IRVINE | CA | 92614 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| GRACE OPENS DOORS | |||||||
| 3061 CAROB ST | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| CALIFORNIA HIGHWAY PATROL | |||||||
| 2244 NORTH STATE COLLEGE BOULEVARD | FULLERTON | CA | 92831 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $2,500 |
| SOWERS INTERNATIONAL | |||||||
| PO BOX 2260 | ORANGE | CA | 92859 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| VILLAGE ENTERPRISE | |||||||
| 751 LAUREL STREET PMB 222 | SAN CARLOS | CA | 94070 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $30,000 |
| SONSHINE SPECIALIZED CAMPING MINIST | |||||||
| PO BOX 1527 | WOODBRIDGE | CA | 95258 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| OHSU MS CENTER OF OREGON | |||||||
| 1121 SW SALMON STREET 200 | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| LUIS PALAU EVANGELISTIC ASSOC | |||||||
| PO BOX 50 | PORTLAND | OR | 97207 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| DOWNTOWN BIBLE CLASS | |||||||
| PO BOX 19191 | PORTLAND | OR | 97280 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| WORLD VISION | |||||||
| PO BOX 70200 | TACOMA | WA | 98481 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,507,234 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,924 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $743,755 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,299,387 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $776,621 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,299,387 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,076,008 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | CONTRIBUTIONS TO CHARITIES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,175 | Amt |
| Net Investment Income | $15,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| THE WHITTIER TRUST | $16,210,271 | $21,343,256 |
| MORGAN STANLEY #019517 | $6,595,398 | $7,994,502 |
| MORGAN STANLEY #027069 | $235,081 | $228,321 |
| RAYMOND JAMES | $2,094,018 | $2,431,441 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INV IN ALLIANCE BERN LP | FMV | $40,083 | $60,520 |
| INV IN ICAHN ENT LP | FMV | $90,469 | $92,250 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20 | LegalFeesAmt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $214,954 | $214,954 | $0 | $0 |
| SUPERVISION | $150,000 | $150,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENTERPRISE K-1 | -$911 | -$911 | -$911 |
| ALLIANCEBERNSTEIN K-1 | $3,366 | $3,366 | $3,366 |
| BLACKSTONE K-1 | $181 | $181 | $181 |
| CARLYLE K-1 OTHER INCOME | -$301 | -$301 | -$301 |
| ICAHN K-1 | -$3,207 | -$3,207 | -$3,207 |
| OTHER INVESTMENT INCOME | $6,814 | $6,814 | $6,814 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL TAX PAYABLE | $11,809 | $30,604 |
| STATE TAX PAYABLE | $10 | $10 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BF&O PROPERTIES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | UNRELATED | InsiderRelationshipTxt |
| Loan Original | $280,000 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Note | 2013-04 | NoteDt |
| Loan Maturity | 2023-03 | LoanMaturityDt |
| Repayment Terms | 10 YEARS 5.5% INTEREST | RepaymentTermsTxt |
| Interest | 5.500000000000 | InterestRt |
| Security Provided Borrower | DEED OF TRUST | SecurityProvidedBorrowerTxt |
| Loan Purpose | PURCHASE OF REAL ESTATE | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX | $33,795 | $0 | $0 | $0 |
| STATE TAXES | $10 | $10 | $0 | $0 |
| FOREIGN TAXES | $3,929 | $3,929 | $0 | $0 |
| LICENSE FEES | $150 | $150 | $0 | $0 |