CHARLES PANKOW FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: CHARLES PANKOW FOUNDATION (EIN 71-0919052)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-15
IRS object ID: 201813199349104046
Schema version: 2017v2.3
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 Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-15T15:22:32-06:00	ReturnTs
Tax Period End	2017-12-31	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	2017-01-01	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	2018-11-08	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	2018-11-02	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	2018-11-08	IPDt
IP Tm	15:02:08	IPTm
IP Timezone	PS	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	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$27,832,550	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	$443,365	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$4,343	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$4,343	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$556,502	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$556,502	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,062,585	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$7,563,972	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,062,585	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,066,795	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,623,430	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$249,960	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$3,749	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$246,211	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$20,580	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$3,087	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$121,972	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$116,267	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$5,705	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$20,000	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$91,955	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$499	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$91,456	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$504,467	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$120,515	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$346,459	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,252,727	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,252,727	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,757,194	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$120,515	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,599,186	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$309,601	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,502,915	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	-$20,683	CashBOYAmt
Cash EOY	$75,062	CashEOYAmt
Cash EOYFMV	$75,062	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,457,322	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$34,269	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$34,269	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$18,239,604	CorporateStockBOYAmt
Corporate Stock EOY	$21,181,519	CorporateStockEOYAmt
Corporate Stock EOYFMV	$24,384,474	CorporateStockEOYFMVAmt
Other Investments BOY	$3,899,650	OtherInvestmentsBOYAmt
Other Investments EOY	$2,597,198	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,305,499	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$51,270	OtherAssetsBOYAmt
Other Assets EOY	$48,716	OtherAssetsEOYAmt
Other Assets EOYFMV	$33,246	OtherAssetsEOYFMVAmt
Total Assets BOY	$23,627,163	TotalAssetsBOYAmt
Total Assets EOY	$23,936,764	TotalAssetsEOYAmt
Total Assets EOYFMV	$27,832,550	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	$23,627,163	RetainedEarningBOYAmt
Retained Earning EOY	$23,936,764	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$23,627,163	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$23,936,764	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$23,627,163	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$23,936,764	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$23,627,163	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$309,601	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$23,936,764	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$23,936,764	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS-PUBLICLY TRADED SECURITIES	P	$3,245,010	$3,152,098	$92,912	$92,912
GOLDMAN SACHS-PUBLICLY TRADED SECURITIES	P	$4,261,938	$3,349,289	$912,649	$912,649
CAPITAL GAINS DIVIDENDS	P	$57,024		$57,024	$57,024

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,062,585	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,311,278	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$25,602,925	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.051216	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,346,869	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$26,220,148	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.051368	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,520,224	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$27,053,077	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.056194	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,437,444	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$26,501,018	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.054241	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,304,521	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$25,983,066	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.050207	DistributionYr5Rt
Total Distribution	0.263226	TotalDistributionRt
Average Distribution	0.052645	AverageDistributionRt
Net Vl Noncharitable Assets	$26,865,855	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,414,353	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$15,029	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,429,382	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,599,186	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$15,029	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$15,029	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$15,029	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$33,855	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$33,855	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$18,826	OverpaymentAmt
Applied To ES Tax	$18,826	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	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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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	$39,750	$0	$0
TIMOTHY P MURPHY ESQ
199 S LOS ROBLES AVE SUITE 300	PASADENA	CA	91101	SECRETARY, CFO & DIRECTOR	10.00	$35,250	$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	40.00	$172,960	$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	$107,017	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	$23,213,157	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$723,078	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$3,338,745	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$27,274,980	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$27,274,980	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$409,125	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$26,865,855	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,343,293	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,343,293	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$15,029	TaxBasedOnInvestmentIncomeAmt
Total Tax	$15,029	TotalTaxAmt
Distributable Before Adj	$1,328,264	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,328,264	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,328,264	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,599,186	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,599,186	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$15,029	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,584,157	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,328,264	DistributableAsAdjustedAmt
Undistributed Income PY	$872,238	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,599,186	QualifyingDistributionsAmt
Applied To Year1	$872,238	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$726,948	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	$601,316	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 (29 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 INLAND EMPIRE
400 MAIN ST SUITE 711	STANFORD	CT	06901	NONE	PC	UNRESTRICTED/GENERAL	$4,000
ACE MENTOR LOS ANGELES METROPOLITAN AREA INC
2901 28TH ST STE 100	SANTA MONICA	CA	90405	NONE	PC	UNRESTRICTED/GENERAL	$4,000
ACE MENTOR PROGRAM OF AMERICA INC
400 MAIN ST SUITE 711	STANFORD	CT	06901	NONE	PC	UNRESTRICTED/GENERAL	$2,000
CONCRETE PRESERVATION INSTITUTE
40 CAJUN COURT	CHICO	CA	95928	NONE	PC	UNRESTRICTED/GENERAL	$5,000
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
GEORGIA TECH RESEARCH CORPORATION
PO BOX 100117	ATLANTA	GA	30384	NONE	SO III FI	CPF RESEARCH GRANT	$12,600
MAGNUSSON KLEMENCIC ASSOCIATES FOUNDATION
1301 FIFTH AVENUE SUITE 3200	SEATTLE	WA	98101	NONE	PF	UNRESTRICTED/GENERAL	$5,000
NATIONAL INSTITUTE OF BUILDING SCIENCES
1090 VERMONT AVE NW SUITE 700	WASHINGTON	DC	20005	NONE	PC	UNRESTRICTED/GENERAL	$1,000
NORTHEASTERN UNIVERSITY
3600 HUNTINGTON AVENUE	BOSTON	MA	02115	NONE	PC	CPF RESEARCH GRANT	$20,000
PURDUE UNIVERSITY - SPONSORED PROGRAM SERVICES
23510 NETWORK PLACE	CHICAGO	IL	60673	NONE	PC	CPF RESEARCH GRANT	$130,000
STANFORD UNIVERSITY
3160 PORTER DRIVE SUITE 100	PALO ALTO	CA	94304	NONE	PC	CPF RESEARCH GRANT	$100,000
UNIVERSITY OF CALIFORNIA BERKELEY
2150 SHATTUCK AVENUE SUITE 313	BERKELEY	CA	94704	NONE	PC	CPF RESEARCH GRANT	$41,894
UNIVERSITY OF CALIFORNIA BERKELEY
2150 SHATTUCK AVENUE SUITE 313	BERKELEY	CA	94704	NONE	PC	CPF RESEARCH GRANT	$15,050
UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC
2385 IRVING HILL ROAD	LAWRENCE	KS	66045	NONE	PC	CPF RESEARCH GRANT	$10,000
UNIVERSITY OF TEXAS AT SAN ANTONIO
ONE UTSA CIRCLE	SAN ANTONIO	TX	78249	NONE	PC	CPF RESEARCH GRANT	$85,000
UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE	SEATTLE	WA	98195	NONE	PC	CPF RESEARCH GRANT	$87,000
CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVE NE	WASHINGTON	DC	20064	NONE	PC	CPF RESEARCH GRANT	$82,043
AGC OF AMERICA
2300 WILSON BLVD SUITE 300	ARLINGTON	VA	22201	NONE	PC	CPF RESEARCH GRANT	$40,000
AGC OF AMERICA
2300 WILSON BLVD SUITE 300	ARLINGTON	VA	22201	NONE	PC	BIM FORUM	$10,000
EARTHQUAKE ENGINEERING RESEARCH INSTITUTE
499 14TH ST SUITE 220	OAKLAND	CA	94612	NONE	PC	UNRESTRICTED/GENERAL	$5,000
PENNSYLVANIA STATE UNIVERSITY
104 ENGINEERING UNIT A	UNIVERSITY PARK	PA	16802	NONE	PC	CPF RESEARCH GRANT	$6,325
PURDUE UNIVERSITY - SPONSORED PROGRAM SERVICES
23510 NETWORK PLACE	CHICAGO	IL	60673	NONE	PC	CPF RESEARCH GRANT	$185,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA
5731C BOELTER HALL	LOS ANGELES	CA	90095	NONE	PC	CPF RESEARCH GRANT	$55,000
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	$0
UNIVERSITY OF FLORIDA
219 GRINTER HALL	GAINESVILLE	FL	32611	NONE	PC	CPF RESEARCH GRANT	$9,315
UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC
2385 IRVING HILL ROAD	LAWRENCE	KS	66045	NONE	PC	CPF RESEARCH GRANT	$105,000
UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE	SEATTLE	WA	98195	NONE	PC	CPF RESEARCH GRANT	$140,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,252,727	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	$4,343	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$556,502	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,062,585	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,623,430	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,623,430	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 (22 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	$90,000	Yes (X)
ACI FOUNDATION
2	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$50,000	Yes (X)
AISC
3	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$122,500	Yes (X)
ASSOCIATED GENERAL CONTRACTORS
4	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$9,833	Yes (X)
BOLDT COMPANY
5	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
CAMMISA WIPF
6	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
CH2M HILL
7	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
CHANDOS
8	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
CII
9	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$16,532	Yes (X)
CLARK CONSTRUCTION
10	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
DLR GROUP
11	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
DPR
12	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
GILLAM GROUP
13	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
OREGON DEQ
14	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$10,000	Yes (X)
P & G
15	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
PANKOW COMPANIES
16	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$10,000	Yes (X)
PEPPER CONSTRUCTION
17	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
ROBINS & MORTON
18	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
ROSENDIN ELECTRIC
19	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
SOUTHLAND INDUSTRIES
20	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
WHITING-TURNER
21	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$5,000	Yes (X)
APPLIED TECHNOLOGY COUNCIL
22	199 S LOS ROBLES AVENUE SUITE 300	PASADENA	CA	91101	$50,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING AND AUDIT FEES	CategoryTxt
Amt	$20,580	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,087	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$21,181,519	EOYBookValueAmt
EOYFMV	$24,384,474	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	GOLDMAN SACHS HEDGE FUNDS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$2,597,198	BookValueAmt
EOYFMV	$3,305,499	EOYFMVAmt

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	$4,470	$1,916	$1,916

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER EXPENSES	$13,972	$0	$13,972
REIMBURSED EXPENSES	$70,511	$499	$70,012
INSURANCE	$4,917	$0	$4,917
AMORTIZATION	$2,555	$0	$2,555

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT SERVICES	$116,267	$116,267	$0
IT SERVICES	$5,705	$0	$5,705

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAXES	CategoryTxt
Amt	$20,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt