CHARLES PANKOW FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: CHARLES PANKOW FOUNDATION (EIN 71-0919052)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-10-10
IRS object ID: 201902839349100525
Schema version: 2018v3.1
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
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-10-10T19:10:06-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	954835865	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GOEHNER ACCOUNTANCY CORPORATION	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	251 S LAKE AVENUE SUITE 190	AddressLine1Txt
City	PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91101	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	710919052	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHARLES PANKOW FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CHAR	BusinessNameControlTxt
Phone	6263041190	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	199 S LOS ROBLES AVE NO 300	AddressLine1Txt
City	PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91101	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TIMOTHY P MURPHY	PersonNm
Person Title	SECRETARY, CFO AND DIRECTOR	PersonTitleTxt
Phone	6263041190	PhoneNum
Signature	2019-10-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KRISTIN CREIGHTON	PreparerPersonNm
PTIN	P00216922	PTIN
Phone	6264496321	PhoneNum
Preparation	2019-10-07	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	64.79.135.50	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-10-08	IPDt
IP Tm	10:30:21	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	4428E86DDF38B11892D55A842C8E6C6C31EC54D2	AtSubmissionCreationDeviceId
At Submission Filing Device Id	4428E86DDF38B11892D55A842C8E6C6C31EC54D2	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-01-14 16:20:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$25,836,401	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	$593,947	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$517,770	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$517,770	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,579,419	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$26,213,381	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,579,419	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,691,136	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,097,189	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$274,853	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$3,900	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$270,953	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$11,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,650	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$166,503	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$146,876	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$5,926	OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$121,772	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$905	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$120,347	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$574,128	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$151,681	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$398,876	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$783,111	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$783,111	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,357,239	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$151,681	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,181,987	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,333,897	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,945,508	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$75,062	CashBOYAmt
Cash EOY	$103,100	CashEOYAmt
Cash EOYFMV	$103,100	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$34,269	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$915,963	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$915,963	SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY	$0	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,440,000	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,259,015	CorporateBondsEOYFMVAmt
Other Investments BOY	$23,778,717	OtherInvestmentsBOYAmt
Other Investments EOY	$22,637,812	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$23,400,007	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$48,716	OtherAssetsBOYAmt
Other Assets EOY	$173,786	OtherAssetsEOYAmt
Other Assets EOYFMV	$158,316	OtherAssetsEOYFMVAmt
Total Assets BOY	$23,936,764	TotalAssetsBOYAmt
Total Assets EOY	$25,270,661	TotalAssetsEOYAmt
Total Assets EOYFMV	$25,836,401	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$23,936,764	RetainedEarningBOYAmt
Retained Earning EOY	$25,270,661	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$23,936,764	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$25,270,661	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$23,936,764	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$25,270,661	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$23,936,764	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,333,897	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$25,270,661	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$25,270,661	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS	P	$339,336	$382,857	-$43,521	-$43,521
GOLDMAN SACHS	P	$4,531,905	$3,893,507	$638,398	$638,398
FIRST REPUBLIC	P	$1,889,877	$1,903,147	-$13,270	-$13,270
FIRST REPUBLIC	P	$19,339,276	$18,454,451	$884,825	$884,825
CAPITAL GAINS DIVIDENDS	P	$112,987		$112,987	$112,987

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,579,419	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,584,157	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$26,865,855	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.058965	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,311,278	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$25,602,925	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.051216	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,346,869	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$26,220,148	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.051368	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,520,224	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$27,053,077	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.056194	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,437,444	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$26,501,018	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.054241	DistributionYr5Rt
Total Distribution	0.271984	TotalDistributionRt
Average Distribution	0.054397	AverageDistributionRt
Net Vl Noncharitable Assets	$29,099,937	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,582,949	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$19,455	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,602,404	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,181,987	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$38,910	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$38,910	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$38,910	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$18,826	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$18,826	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$627	EsPenaltyAmt
Tax Due	$20,711	TaxDueAmt

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	WWW.PANKOWFOUNDATION.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6263041190	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	199 S LOS ROBLES AVE NO 300	AddressLine1Txt
City	PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91101	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	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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
RICHARD M KUNNATH PE
199 S LOS ROBLES AVE SUITE 300	PASADENA	CA	91101	PRESIDENT AND DIRECTOR	10.00	$42,000	$0	$0
TIMOTHY P MURPHY ESQ
199 S LOS ROBLES AVE SUITE 300	PASADENA	CA	91101	SECRETARY, CFO & DIRECTOR	10.00	$36,000	$0	$0
RON KLEMENCIC
199 S LOS ROBLES AVE SUITE 300	PASADENA	CA	91101	DIRECTOR	0.50	$2,000	$0	$0
MARK PERNICONI
199 S LOS ROBLES AVE SUITE 300	PASADENA	CA	91101	EXECUTIVE DIRECTOR (PART-YEAR)	40.00	$128,220	$0	$0
ANNE ELLIS
199 S LOS ROBLES AVE SUITE 300	PASADENA	CA	91101	EXECUTIVE DIRECTOR (PART-YEAR)	40.00	$66,633	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GOLDMAN SACHS	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	555 CALIFORNIA STREET 45TH FLOOR	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MANAGEMENT SERVICES	ServiceTypeTxt
Compensation	$116,239	CompensationAmt

Field	Value	IRS element (for citing)
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	$23,924,836	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$616,852	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$5,001,395	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$29,543,083	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$29,543,083	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$443,146	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$29,099,937	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,454,997	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,454,997	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$38,910	TaxBasedOnInvestmentIncomeAmt
Total Tax	$38,910	TotalTaxAmt
Distributable Before Adj	$1,416,087	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,416,087	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,416,087	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,181,987	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,181,987	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,181,987	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,416,087	DistributableAsAdjustedAmt
Undistributed Income PY	$601,316	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,181,987	QualifyingDistributionsAmt
Applied To Year1	$601,316	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$580,671	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$835,416	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ACE MENTOR LOS ANGELES METROPOLITAN AREA INC
2901 28TH ST STE 100	SANTA MONICA	CA	90405	NONE	PC	UNRESTRICTED/GENERAL	$10,000
AGC OF AMERICA
2300 WILSON BLVD SUITE 300	ARLINGTON	VA	22201	NONE	PC	CPF RESEARCH GRANT	$80,000
AGC OF AMERICA
2300 WILSON BLVD SUITE 300	ARLINGTON	VA	22201	NONE	PC	CPF RESEARCH GRANT	$23,000
CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVE NE	WASHINGTON	DC	20064	NONE	PC	CPF RESEARCH GRANT	$37,735
DBIA
1331 PENNSYLVANIA AVENUE NW 4TH	WASHINGTON	DC	20004	NONE	PC	EDUCATOR WORKSHOP	$10,000	FLOOR
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001	CINCINNATI	OH	45277	NONE	PC	UNRESTRICTED/GENERAL	$15,000
NATIONAL INSTITUTE OF BUILDING SCIENCES
1090 VERMONT AVE NW SUITE 700	WASHINGTON	DC	20005	NONE	PC	UNRESTRICTED/GENERAL	$1,000
PENNSYLVANIA STATE UNIVERSITY
104 ENGINEERING UNIT A	UNIVERSITY PARK	PA	16802	NONE	PC	CPF RESEARCH GRANT	$2,013
PURDUE UNIVERSITY - SPONSORED PROGRAM SERVICES
23510 NETWORK PLACE	CHICAGO	IL	60673	NONE	PC	CPF RESEARCH GRANT	$50,000
PURDUE UNIVERSITY - SPONSORED PROGRAM SERVICES
23510 NETWORK PLACE	CHICAGO	IL	60673	NONE	PC	CPF RESEARCH GRANT	$24,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA
5731C BOELTER HALL	LOS ANGELES	CA	90095	NONE	PC	CPF RESEARCH GRANT	$25,000
RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA
765 S PASADENA AVENUE	PASADENA	CA	91105	NONE	PC	UNRESTRICTED/GENERAL	$2,500
THE RESEARCH FOUNDATION FOR SUNY
PO BOX 9	ALBANY	NY	12201	NONE	PC	CPF RESEARCH GRANT	$90,000
UNIVERSITY OF FLORIDA
219 GRINTER HALL	GAINESVILLE	FL	32611	NONE	PC	CPF RESEARCH GRANT	$2,013
UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC
2385 IRVING HILL ROAD	LAWRENCE	KS	66045	NONE	PC	CPF RESEARCH GRANT	$30,000
UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC
2385 IRVING HILL ROAD	LAWRENCE	KS	66045	NONE	PC	CPF RESEARCH GRANT	$60,000
UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE	SEATTLE	WA	98195	NONE	PC	CPF RESEARCH GRANT	$25,000
UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE	SEATTLE	WA	98195	NONE	PC	CPF RESEARCH GRANT	$100,000
AMERICAN SOCIETY OF CIVIL ENGINEERS
1801 ALEXANDER BELL DRIVE	RESTON	VA	20191	NONE	PC	UNRESTRICTED/GENERAL	$14,250
DOUGLAS COUNTY VISITING NURSES ASSOCIATION
200 MAINE STREET SUITE C	LAWRENCE	KS	96044	NONE	PC	UNRESTRICTED/GENERAL	$100
NATIONAL ACADEMY OF CONSTRUCTION
301 E DEAN KEETON ST	AUSTIN	TX	78712	NONE	PC	UNRESTRICTED/GENERAL	$2,500
PURDUE UNIVERSITY - SPONSORED PROGRAM SERVICES
23510 NETWORK PLACE	CHICAGO	IL	60673	NONE	PC	CPF RESEARCH GRANT	$100,000
PURDUE UNIVERSITY - SPONSORED PROGRAM SERVICES
23510 NETWORK PLACE	CHICAGO	IL	60673	NONE	PC	UNRESTRICTED/GENERAL	$20,000
UNION PRESBYTERIAN CHURCH
6165 STEUBENVILLE PIKE	MCKEES ROCKS	PA	15136	NONE	PC	UNRESTRICTED/GENERAL	$2,500
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE	AUSTIN	TX	78705	NONE	PC	CPF RESEARCH GRANT	$49,000
URBAN FABRICK COLLABORATIVE
2 MINT PLAZA STE 206	SAN FRANCISCO	CA	94103	NONE	PC	CPF RESEARCH GRANT	$7,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$783,111	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$517,770	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,579,419	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,097,189	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,097,189	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (17 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
CRSI EDUCATION AND RESEARCH FOUNDATION
1	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$130,000	Yes (X)
ACI FOUNDATION
2	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$126,250	Yes (X)
AISC
3	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$108,500	Yes (X)
CII
4	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$14,664	Yes (X)
OREGON DEQ
5	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$25,000	Yes (X)
ARCELO RMITTAL
6	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$10,000	Yes (X)
ASCE
7	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$10,000	Yes (X)
AUTODESK
8	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$10,000	Yes (X)
DBIA
9	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$20,000	Yes (X)
KONE INC
10	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
MICROSOFT CORP
11	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$25,000	Yes (X)
MKA FOUNDATION
12	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$20,000	Yes (X)
PERI
13	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
STEEL INSITUTE OF NEW YORK
14	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$15,000	Yes (X)
SUFFOLK CONSTRUCTION
15	199 S LOS ROBLES AVENUE SUITE 300	PASADENAPASADENA	CA	91101	$5,000	Yes (X)
UNIVERSITY OF TEXAS-AUSTIN
16	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$41,193	Yes (X)
YATES
17	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$8,340	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING AND AUDIT FEES	CategoryTxt
Amt	$11,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,650	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$1,440,000	EOYBookValueAmt
EOYFMV	$1,259,015	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
INVESTMENTS	AT COST	$18,479,295	$18,537,964
HEDGE FUNDS AND PRIVATE EQUITY	AT COST	$4,158,517	$4,862,043

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DONATED ARTWORK	$46,800	$46,800	$31,330
WEBSITE-NET OF AMORTIZATION	$1,916	$126,986	$126,986

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER EXPENSES	$9,967	$0	$9,967
REIMBURSED EXPENSES	$88,812	$905	$87,907
INSURANCE	$5,173	$0	$5,173
AMORTIZATION	$8,600	$0	$8,600
MEMBERSHIPS	$8,700	$0	$8,700
BANK FEES	$520	$0	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT SERVICES	$146,876	$146,876	$0
IT SERVICES	$5,926	$0	$5,926
OTHER SERVICES	$13,701	$0	$0