OARSMEN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OARSMEN FOUNDATION (EIN 33-0754362)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349102646
- Schema version
- 2015v2.1
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T16:16:09-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2980 COLUMBIA STREET | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 NO 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 | 2016-11-11 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,187,645 | 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 | $4,777,007 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,391 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,391 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $17,391 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $498,869 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $498,869 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $498,869 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,699,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,188,659 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,699,267 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,992,534 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,215,527 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $516,260 | 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 |
| Accounting Fees Rev And Expnss | $12,065 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,065 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $86,953 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,754 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $130,239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $128,748 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $229,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,567 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $878,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $878,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,107,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,567 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $878,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,885,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,064,960 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $516,260 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $206,929 | CashBOYAmt |
| Cash EOY | $35,352 | CashEOYAmt |
| Cash EOYFMV | $35,352 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $265,006 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $270,887 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $265,006 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $265,006 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $108,355 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $116,045 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,883,624 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,791,956 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,676,436 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $102,009 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $94,806 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,361,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,302,678 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,187,645 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $56,111 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,111 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,885,127 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,361,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,246,567 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,361,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,302,678 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,361,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,885,127 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,246,567 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,246,567 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY 740 | P | $857 | $854 | $3 | $3 |
| FIDELITY 740 | P | $5,014 | $36 | $4,978 | $4,978 |
| MORGAN STANLEY XXX-XX-XXXX | P | $197,345 | $191,110 | $6,235 | $6,235 |
| MORGAN STANLEY XXX-XX-XXXX | P | $16,577 | $15,971 | $606 | $606 |
| MORGAN STANLEY XXX-XX-XXXX | P | $1,122,607 | $749,613 | $372,994 | $372,994 |
| FIDELITY 842 | P | $4,642,307 | $4,400,609 | $241,698 | $241,698 |
| FIDELITY 842 | P | $1,869,334 | $942,590 | $926,744 | $926,744 |
| WELLS FARGO 0368 | P | $17,459 | $18,117 | -$658 | -$658 |
| WELLS FARGO 0368 | P | $127,538 | $86,078 | $41,460 | $41,460 |
| WELLS FARGO 8758 | P | $219,140 | $218,410 | $730 | $730 |
| WELLS FARGO 8758 | P | $267,814 | $222,286 | $45,528 | $45,528 |
| WELLS FARGO 8758 | P | $13,568 | $6,758 | $6,810 | $6,810 |
| WHITTIER TRUST (ACTAVIS PLCSHS) | P | $178 | $166 | $12 | $12 |
| WHITTIER TRUST (SYNCHRONY FINLCOM) | P | $11 | $7 | $4 | $4 |
| WHITTIER TRUST (ALLERGAN INCCOM) | P | $294,478 | $35,479 | $258,999 | $258,999 |
| MORGAN STANLEY XXX-XX-XXXX | P | $1,076,974 | $909,921 | $167,053 | $167,053 |
| MORGAN STANLEY XXX-XX-XXXX | P | $169,436 | $152,070 | $17,366 | $17,366 |
| MORGAN STANLEY XXX-XX-XXXX | P | $1,598,912 | $1,237,300 | $361,612 | $361,612 |
| MORGAN STANLEY XXX-XX-XXXX | P | $548,836 | $302,017 | $246,819 | $246,819 |
| G/L ON PARTNERSHIPS | P | $274 | $274 | $274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,699,267 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $433,319 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $797,956 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,361,438 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055562 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $736,868 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,050,684 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052444 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $530,328 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,436,413 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046372 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $506,031 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,936,125 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046272 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $407,685 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,253,185 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039762 | DistributionYr5Rt |
| Total Distribution | 0.240412 | TotalDistributionRt |
| Average Distribution | 0.048082 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,697,998 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $947,119 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,650 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $977,769 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $878,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,299 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,299 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,299 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,500 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $56,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $65,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $224 | EsPenaltyAmt |
| Overpayment | $3,977 | OverpaymentAmt |
| Applied To ES Tax | $3,977 | 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) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| GL SCHULER | ||||||||
| 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ROSALIE T SCHULER | ||||||||
| 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | SECRETARY | 0.00 | $0 | $0 | $0 |
| HUNT SCHULER | ||||||||
| 10490 SW 136TH PLACE | BEAVERTON | OR | 97008 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| SCOTT D SCHULER | ||||||||
| 285 W 6TH STREET 518 | SAN PEDRO | CA | 90731 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KIMBERLY S WHITCOMBE | ||||||||
| 2800 VIA SEGOVIA | PALOS VERDES ESTATES | CA | 90274 | PRESIDENT | 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 | $19,876,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,140 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,997,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,997,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $299,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,697,998 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $984,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $984,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,299 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,299 | TotalTaxAmt |
| Distributable Before Adj | $923,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $923,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $923,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $878,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $878,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $878,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $923,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $878,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $878,150 | 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 | $45,451 | 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 (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPINE CAMP CONFRENCE CENTER | |||||||
| 415 CLUB HOUSE DRIVE | BLUE JAY | CA | 92317 | 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 |
| BETHANY CHRISTIAN FELLOWSHIP | |||||||
| 792 W 10TH STREET | SAN PEDRO | CA | 90731 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| BIOLA UNIVERSITY | |||||||
| 13800 BIOLA AVENUE | LA MIRADA | CA | 90639 | NONE | UNIVERSITY | FUNDS FOR CHARITY | $10,000 |
| BIRTH CHOICE | |||||||
| 92 ARGONART SUITE 205 | ALISO VIEJO | CA | 92656 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| CALIFORNIA HIGHWAY PATROL | |||||||
| 2244 NORTH STATE COLLEGE BOULEVARD | FULLERTON | CA | 92831 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $2,000 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $30,000 |
| CHILD HOPE INTERNATIONAL | |||||||
| 1970 S PROSPECT SUITE 3 | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| CHRYSALIS | |||||||
| 1857 LINCOLN BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| CHURCH FOR THE NATION | |||||||
| 1015 N CENTRAL | GLENDALE | CA | 91202 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| COMMUNITY'S CHILD | |||||||
| PO BOX 367 | HARBOR CITY | CA | 90710 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| DOORS OF HOPE WOMEN'S SHELTERFLATWA | |||||||
| 525 BROAD AVENUE | WILMINGTON | CA | 90744 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| DOWNTOWN BIBLE CLASS | |||||||
| PO BOX 19191 | PORTLAND | OR | 97280 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $7,000 |
| EVERY NATION MINISTRIES | |||||||
| PO BOX 1787 | BRENTWOOD | TN | 37024 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 415 W TORRANCE BLVD | CARSON | CA | 90745 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $7,000 |
| FOR OUR CHILDREN | |||||||
| PO BOX 7000-375 | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| GEORGE FOX UNIVERSITY | |||||||
| 414 N MERIDIAN ST 6256 | NEWBERG | OR | 97132 | NONE | UNIVERSITY | FUNDS FOR CHARITY | $3,000 |
| GOOD NEIGHBORS WATER FOR LIFE | |||||||
| 2301 E 7TH STREET A-248 | LOS ANGELES | CA | 90023 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| HABITAT FOR HUMANITY | |||||||
| 17700 S FIGUEROA STREET | LOS ANGELES | CA | 90248 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $4,000 |
| HAND IN PAW RESCUE | |||||||
| 2598 STARCREST DRIVE | DUARTE | CA | 91010 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $2,000 |
| HEALTHCARE ELDER LAW PROGRAM HELP | |||||||
| 1404 CRAVENS AVENUE | TORRANCE | CA | 90501 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| HELP THE HOMELESS HELP THEMSELVES | |||||||
| PO BOX 3363 | PALOS VERDES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $2,000 |
| HIS NESTING PLACE | |||||||
| 350 EAST MARKET STREET | LONG BEACH | CA | 90805 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| HOPE FOR THE WARRIORS | |||||||
| 5101C BACKLICK ROAD | ANNANDALE | VA | 22003 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| INTERNATIONAL CARE MINISTRIES | |||||||
| 30 HIDDEN VALLEY ROAD | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 969611 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| JACKSON HOLE LAND TRUST | |||||||
| PO BOX 2897 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $500 |
| JANE'S HOUSE | |||||||
| PO BOX 167 | PORT ORCHARD | WA | 98366 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| KINDRED IMAGE | |||||||
| 5200 W CENTURY BOULEVARD 718 | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 2100 SOUTH WESTERN AVE | SAN PEDRO | CA | 90732 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| LONG BEACH RESCUE MISSION | |||||||
| 1430 PACIFIC AVENUE | LONG BEACH | CA | 90801 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| LOS ANGELES BIOMED | |||||||
| 1124 WEST CARSON ST BLDG N-14RM21 | TORRANCE | CA | 90502 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| LUIS PALAU EVANGELISTIC ASSOC | |||||||
| PO BOX 50 | PORTLAND | OR | 97207 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 2440 S SEPULVEDA BLVD STE 115 | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| OCEANSIDE CHRISTIAN FELLOWSHIP | |||||||
| 343 CORAL CIRCLE | EL SEGUNDO | CA | 90245 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| OHSU MS CENTER OF OREGON | |||||||
| 1121 SW SALMON STREET 200 | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| OPERATION GRATITUDE | |||||||
| PO BOX 260257 | ENCINO | CA | 91426 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $25,000 |
| PALOS VERDES ART CENTER | |||||||
| 550 DEEP VALLEY DRIVE | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $35,000 |
| PALOS VERDES GOLF CLUB | |||||||
| 3301 VIA CAMPESINA | PVE | 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 | $2,500 |
| PENINSULA COMMITTEE CHILDREN HOSPIT | |||||||
| PO BOX 801 | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $35,000 |
| PENINSULA EDUCATION FOUNDATION | |||||||
| PO BOX 2632 | PALOS VERDES PENINSU | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| PENINSULA FRIENDS OF THE LIBRARY | |||||||
| PO BOX 2361 | PALOS VERDES ESTATES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $1,000 |
| PENNINSULA SYMPHONY ASSOC | |||||||
| PO BOX 2602 | PALOS VERDES PENNISU | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $1,000 |
| POINT LOMA NAZARENE UNIVERSITY | |||||||
| 3900 LOMALAND DRIVE | SAN DIEGO | CA | 92106 | NONE | UNIVERSITY | FUNDS FOR CHARITY | $10,000 |
| PROJECT MEXICO | |||||||
| 7 EL PORTAL | PALOS VERDES ESTATES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| PROVIDENC TRINITYCARE HOSPICE FOUND | |||||||
| 2601 AIRPORT DRIVE SUITE 230 | TORRANCE | CA | 90505 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $6,000 |
| PROVIDENCE LITTE COMPANY OF MARY FO | |||||||
| 4101 TORRANCE BLVD | TORRANCE | CA | 90503 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $35,000 |
| PV HIGH SCHOOL BOOSTER CLUB | |||||||
| PO BOX 818 | PALOS VERDES ESTATES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| PV PENINSULA LAND CONSERVANCY | |||||||
| 916 SILVER SPUR ROAD 207 | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| REALITY LA | |||||||
| PO BOX 931625 | LOS ANGELES | CA | 90093 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| ROLLING HILLS CONVENANT CHURCH | |||||||
| 2222 PALOS VERDES DRIVE NORTH | ROLLING HILL ESTATES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $69,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $30,000 |
| SOLID ROCK | |||||||
| 10500 SW NIMBUS AVE | PORTLAND | OR | 97008 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| SONSHINE SPECIALIZED CAMPING MINIST | |||||||
| PO BOX 1527 | WOODBRIDGE | CA | 95258 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| SOUTH BAY LACROSSE ASSOCIATION | |||||||
| 1500 CHELSEA ROAD | PVE | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $500 |
| SOWERS INTERNATIONAL | |||||||
| PO BOX 2260 | ORANGE | CA | 92859 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $6,000 |
| THE HOOVER INSTITUTION | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| TORRANCE MEMORIAL MEDICAL CEN | |||||||
| 3330 LOMITA BLVD | TORRANCE | CA | 90505 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $33,250 |
| TORRANCE-SOUTH BAY YMCA | |||||||
| 2900 W SEPULVEDA BLVD | TORRANCE | CA | 90505 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| USC NORRIS CANCER CENTER | |||||||
| PO BOX 80220 | LOS ANGELES | CA | 90080 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $1,000 |
| VILLAGE ENTERPRISE | |||||||
| 751 LAUREL STREET PMB 222 | SAN CARLOS | CA | 94070 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $15,000 |
| VISTAS FOR CHILDREN | |||||||
| PO BOX 7000-251 | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $2,500 |
| WAGS AND WALKS | |||||||
| 871 SANTA MONICA BOULEVARD 344 | WEST HOLLYWOOD | CA | 90069 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $1,000 |
| WESTSIDE GERMAN SHEPHERD RESCUE | |||||||
| 3016 S HILL STREET | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $1,000 |
| WORLD VISION | |||||||
| PO BOX 70200 | TACOMA | WA | 98481 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $20,000 |
| ST FRANCIS | |||||||
| 2200 VIA ROSA | PALOS VERDES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $1,500 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $1,000 |
| PBS | |||||||
| PO BOX 33816 | LOS ANGELES | CA | 90033 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $50 |
| BEACH CITIES SYMPHONY | |||||||
| PO BOX 248 | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $250 |
| AFTER HOURS MINISTRY | |||||||
| PO BOC 93275 | LOS ANGELES | CA | 90093 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| IGLESIA CRISTIANA | |||||||
| 25606 SOUTH NORMANDIE | HARBOR CITY | CA | 90710 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $2,000 |
| JOAN MOE LEGACY FUND | |||||||
| 27570 NORRIS CENTER DRIVE | ROLLING HILL ESTATES | CA | 90274 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| USC ASSOCIATES | |||||||
| 635 CHILDS WAY | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $40,000 |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75-105 MERLE DR | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $100 |
| SOUTH BAY CHILDREN'S HEALTH | |||||||
| 4105 S CAMINO REAL | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| RIVER CHURCH OF THE SOUTH BAY | |||||||
| 3525 LOMITA BLVD | TORRANCE | CA | 90505 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $10,000 |
| WYCLIFFE BIBLE TRANSLATION | |||||||
| PO BOX 628200 | ORLANDO | FL | 35862 | NONE | PUBLIC CHARITY | FUNDS FOR CHARITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $878,150 | 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 | $17,391 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $498,869 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,699,267 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,215,527 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,215,527 | 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 (36 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| GEORGE ROSALIE SCHULER | ||||||
| 1 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $164,029 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 2 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $265,453 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 3 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $87,462 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 4 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $201,245 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 5 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $91,745 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 6 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $74,703 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 7 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $44,259 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 8 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $59,100 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 9 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $131,679 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 10 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $222,872 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 11 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $112,038 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 12 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $44,506 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 13 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $188,009 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 14 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $134,881 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 15 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $242,706 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 16 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $114,123 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 17 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $110,420 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 18 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $391,284 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 19 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $120,738 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 20 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $12,677 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 21 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $143,180 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 22 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $278,532 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 23 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $14,277 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 24 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $37,298 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 25 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $144,795 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 26 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $18,471 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 27 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $21,646 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 28 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $195,568 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 29 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $86,498 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 30 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $95,299 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 31 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $124,975 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 32 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $49,686 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 33 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $209,932 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 34 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $227,734 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 35 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $56,063 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 36 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $259,124 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (36 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4602 AMERICAN INTL GROUP INC COM NEW | $279,808 | 2015-11-04 |
| 2 | 2193 SHARES OF AVALONBAY CMHTYS INC COM | $390,594 | 2015-11-04 |
| 3 | 2808 SHARES OF GENERAL MILLS INC | $160,885 | 2015-11-04 |
| 4 | 7736 SHARES OF INTEL CORP | $264,198 | 2015-11-04 |
| 5 | 2183 SHARES OF JP MORGAN CHASE & CO | $143,742 | 2015-11-04 |
| 6 | 1225 SHARES OF MCDONALDS CORP | $137,721 | 2015-11-04 |
| 7 | 1174 SHARES OF MERCK & CO INC NEW COM | $65,190 | 2015-11-04 |
| 8 | 2216 SHARES OF US BANCORP DEL COM NEW | $94,442 | 2015-11-04 |
| 9 | 2523 SHARES OF AMERICAN INTL GROUP | $153,391 | 2015-11-04 |
| 10 | 1420 SHARES OF AVALONBAY CMNTY | $252,902 | 2015-11-04 |
| 11 | 1000 SHARES OF BERKSHIRE HATHAWAY | $137,430 | 2015-11-04 |
| 12 | 10000 SHARES OF BTD CO H | $64,190 | 2015-11-04 |
| 13 | 1424 SHARES OF COSTCO WHOLESALE | $223,709 | 2015-11-04 |
| 14 | 2500 SHARES OF DU PONT E I DE | $160,675 | 2015-11-04 |
| 15 | 4000 SHARES OF FACEBOOK INC COM | $415,760 | 2015-11-04 |
| 16 | 521 SHARES OF FIDELITY SELECT BIOTECHNOLOGY | $128,115 | 2015-11-04 |
| 17 | 2032 SHARES OF FOOT LOCKER INC | $138,956 | 2015-11-04 |
| 18 | 15628 SHARES OF GENERAL ELECTRIC | $461,659 | 2015-11-04 |
| 19 | 1328 SHARES OF HONEYWELL INTL INC | $137,311 | 2015-11-04 |
| 20 | 378 SHARES OF JACK IN THE BOX | $28,859 | 2015-11-04 |
| 21 | 6117 SHARES OF KIMCO REALTY CORP | $164,538 | 2015-11-04 |
| 22 | 8016 SHARES OF SOUTHWEST AIRLINES | $373,870 | 2015-11-04 |
| 23 | 153 SHARES OF MCKESSON CORP | $27,815 | 2015-11-04 |
| 24 | 507 SHARES OF NIKE INC CLASS B | $66,048 | 2015-11-04 |
| 25 | 4171 SHARES OF NATIONAL RETAIL PPTYS INC | $159,870 | 2015-11-04 |
| 26 | 226 SHARES OF PEPSICO INC | $22,729 | 2015-11-04 |
| 27 | 612 SHARES OF STARBUCKS CORP | $37,926 | 2015-11-04 |
| 28 | 6000 SHARES OF TOLL BROTHERS INC | $214,620 | 2015-11-04 |
| 29 | 1537 SHARES OF SELECT SECTOR SP | $111,111 | 2015-11-04 |
| 30 | 2871 SHARES OF ABBVIE | $166,646 | 2015-02-13 |
| 31 | 1 SHARE OF BERKSHIRE HATHAWAY INC DEL CLASS A | $222,555 | 2015-02-13 |
| 32 | 619 SHARES OF BERKSHIRE HATHAWAY INC DEL CLASS B | $91,822 | 2015-02-13 |
| 33 | 3482 SHARES OF COSTCO | $512,268 | 2015-02-13 |
| 34 | 14710 SHARES OF CSX CORP | $530,753 | 2015-02-13 |
| 35 | 6358 SHARES OF DDR CORP COM | $123,413 | 2015-02-13 |
| 36 | 8918 SHARES OF WELLS FARGO & CO | $493,458 | 2015-02-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,065 | Amt |
| Net Investment Income | $12,065 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS #114740 | $0 | $0 |
| WELLS FARGO #0368 | $480,879 | $483,042 |
| WELLS FARGO #8758 | $692,882 | $781,431 |
| THE WHITTIER TRUST | $10,342,374 | $17,117,644 |
| FIDELITY INVESTMENTS #477842-1 | $3,914,509 | $3,868,893 |
| UNIONBANC INVESTMENT WBB-021326 | $0 | $0 |
| MORGAN STANLEY #019492 | $3,508,013 | $3,492,566 |
| MORGAN STANLEY #019517 | $1,453,299 | $1,504,060 |
| PREFFERRED STOCK | $400,000 | $428,800 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $108,355 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $116,045 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ENERGY TRANSFER LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $102,009 | BookValueAmt |
| EOYFMV | $94,806 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $128,748 | $128,748 | $0 | $0 |
| LICENSE FEES | $190 | $0 | $0 | $0 |
| PENALTIES | $1,301 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $56,111 | EOYBookValueAmt |
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 | $265,006 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $9,754 | $9,754 | $0 | $0 |
| STATE TAXES | $59 | $0 | $0 | $0 |
| FEDERAL TAX | $77,140 | $0 | $0 | $0 |