OARSMEN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- OARSMEN FOUNDATION (EIN 33-0754362)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-10
- IRS object ID
- 201512539349100701
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-10T09:17:37-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fong & Associates CPAs | 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 | 2014-01-01 | 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 | 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 |
| Signature | 2015-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Merrietta L Fong CPA | PreparerPersonNm |
| PTIN | P01245601 | PTIN |
| Phone | 3105399400 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,246,408 | 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 | $3,968,355 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45,277 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,277 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $45,277 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $369,148 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $369,148 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $369,148 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $675,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,261,706 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $675,496 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,058,276 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,089,921 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $414,425 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,000 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,669 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,669 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $545 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $545 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $118,303 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118,303 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $138,518 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $138,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $797,956 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $797,956 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $936,474 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $138,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $797,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,121,802 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $951,403 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $414,425 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $127,255 | CashBOYAmt |
| Cash EOY | $206,927 | CashEOYAmt |
| Cash EOYFMV | $206,927 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $270,887 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $276,455 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $270,887 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $270,887 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $11,952,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,883,624 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,768,594 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,356,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,361,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,246,408 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,356,091 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,361,438 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,356,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,361,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,356,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,361,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,356,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,121,802 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,388 | OtherIncreasesAmt |
| Subtotal | $16,498,281 | SubtotalAmt |
| Other Decreases | $2,136,843 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,361,438 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Short-term FIDELITY INVESTMENTS #477842-1 | P | 2014-01-01 | 2014-12-31 | $2,546,766 | $2,501,960 | $44,806 | $44,806 |
| Long-term FIDELITY INVESTMENTS #477842-1 | P | 2013-01-01 | 2014-12-31 | $102,758 | $84,905 | $17,853 | $17,853 |
| Short-term WELLS FARGO #7487 | P | 2014-01-01 | 2014-12-31 | $495,131 | $537,435 | -$42,304 | -$42,304 |
| Short-term WELLS FARGO #0368 | P | 2014-01-01 | 2014-12-31 | $78,506 | $65,001 | $13,505 | $13,505 |
| Long-term WELLS FARGO #0368 | P | 2013-01-01 | 2014-12-31 | $38,366 | $29,902 | $8,464 | $8,464 |
| Short-term WELLS FARGO #0364 | P | 2014-01-01 | 2014-12-31 | $239,160 | $256,458 | -$17,298 | -$17,298 |
| Long-term WELLS FARGO #0364 | P | 2013-01-01 | 2014-12-31 | $408,988 | $499,292 | -$90,304 | -$90,304 |
| Short-term WELLS FARGO #8758 | P | 2014-01-01 | 2014-12-31 | $147,378 | $149,027 | -$1,649 | -$1,649 |
| Long-term WELLS FARGO #8758 | P | 2013-01-01 | 2014-12-31 | $231,263 | $163,307 | $67,956 | $67,956 |
| Short-term FIDELITY INVESTMENTS #114740 | P | 2014-01-01 | 2014-12-31 | $124,904 | $131,065 | -$6,161 | -$6,161 |
| Long-term FIDELITY INVESTMENTS #114740 | P | 2013-01-01 | 2014-12-31 | $22,637 | $31,426 | -$8,789 | -$8,789 |
| Long-term WHITTIER TRUST #9305 | P | 2013-01-01 | 2014-12-31 | $1,525,187 | $826,707 | $698,480 | $698,480 |
| Long-term UNIONBANC INVESTMENT #021326 | P | 2013-01-01 | 2014-12-31 | $295,000 | $309,725 | -$14,725 | -$14,725 |
| Capital Gain Dividends | |||||||
| $5,662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $675,496 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,101 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $736,868 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,050,684 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05244 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $530,328 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,436,413 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04637 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $506,031 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,936,125 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04627 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $407,685 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,253,185 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03976 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $415,291 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,203,195 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05063 | DistributionYr5Rt |
| Total Distribution | 0.23548 | TotalDistributionRt |
| Average Distribution | 0.04710 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,328,987 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $863,204 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,514 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $872,718 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $797,956 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,028 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,028 | SubtotalAmt |
| Tax Based On Investment Income | $19,028 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,200 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $12,828 | AppliedToEsTaxAmt |
| Total Payments And Credits | $19,028 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GL SCHULER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3107913343 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25550 HAWTHORNE BLVD SUITE 310 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| GL SCHULER | ||||||
| 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | Vice President | 0.00 | $0 |
| ROSALIE T SCHULER | ||||||
| 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | Secretary | 0.00 | $0 |
| HUNT SCHULER | ||||||
| 10490 SW 136TH PLACE | BEAVERTON | OR | 97008 | Vice President | 0.00 | $0 |
| SCOTT D SCHULER | ||||||
| 285 W 6TH STREET 518 | SAN PEDRO | CA | 90731 | Vice President | 0.00 | $0 |
| KIMBERLY S WHITCOMBE | ||||||
| 2800 VIA SEGOVIA | PALOS VERDES ESTATES | CA | 90274 | President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,441,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $167,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,608,109 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,608,109 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $279,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,328,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $916,449 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $916,449 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,028 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,028 | TotalTaxAmt |
| Distributable Before Adj | $897,421 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $897,421 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $897,421 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $797,956 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $797,956 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $797,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $897,421 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $500,813 | UndistributedIncomePYAmt |
| Qualifying Distributions | $797,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $500,813 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $297,143 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $600,278 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OHSU MS CENTER OF OREGON | |||||||
| 1121 SW SALMON STREET 200 | PORTLAND | OR | 97205 | NONE | PUBLIC | FUNDS FOR CHARITY | $30,000 |
| PROVIDENCE LITTE COMPANY OF MARY FO | |||||||
| 4101 TORRANCE BLVD | TORRANCE | CA | 90503 | NONE | PUBLIC | FUNDS FOR CHARITY | $35,000 |
| ROLLING HILLS CONVENANT CHURCH | |||||||
| 2222 PALOS VERDES DRIVE NORTH | ROLLING HILL ESTATES | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $36,586 |
| PROJECT MEXICO | |||||||
| 7 EL PORTAL | PALOS VERDES ESTATES | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| HIS NESTING PLACE | |||||||
| 350 EAST MARKET STREET | LONG BEACH | CA | 90805 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| PENINSULA EDUCATION FOUNDATION | |||||||
| PO BOX 2632 | PALOS VERDES PENINSU | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $15,250 |
| SOWERS INTERNATIONAL | |||||||
| PO BOX 2260 | ORANGE | CA | 92859 | NONE | PUBLIC | FUNDS FOR CHARITY | $5,000 |
| WORLD VISION | |||||||
| PO BOX 70200 | TACOMA | WA | 98481 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PUBLIC | FUNDS FOR CHARITY | $20,000 |
| LUIS PALAU EVANGELISTIC ASSOC | |||||||
| PO BOX 50 | PORTLAND | OR | 97207 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| TORRANCE MEMORIAL MEDICAL CEN | |||||||
| 3330 LOMITA BLVD | TORRANCE | CA | 90505 | NONE | PUBLIC | FUNDS FOR CHARITY | $34,250 |
| CHRYSALIS | |||||||
| 1857 LINCOLN BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PUBLIC | FUNDS FOR CHARITY | $20,000 |
| PROVIDENC TRINITYCARE HOSPICE FOUND | |||||||
| 2601 AIRPORT DRIVE SUITE 230 | TORRANCE | CA | 90505 | NONE | PUBLIC | FUNDS FOR CHARITY | $5,000 |
| PV HIGH SCHOOL BOOSTER CLUB | |||||||
| PO BOX 818 | PALOS VERDES ESTATES | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| CALIFORNIA HIGHWAY PATROL | |||||||
| 2244 NORTH STATE COLLEGE BOULEVARD | FULLERTON | CA | 92831 | NONE | PUBLIC | FUNDS FOR CHARITY | $2,000 |
| HABITAT FOR HUMANITY | |||||||
| 17700 S FIGUEROA STREET | LOS ANGELES | CA | 90248 | NONE | PUBLIC | FUNDS FOR CHARITY | $4,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 2100 SOUTH WESTERN AVE | SAN PEDRO | CA | 90732 | NONE | PUBLIC | FUNDS FOR CHARITY | $5,000 |
| NORRIS CENTER PERFORMING ARTS | |||||||
| 27570 CROSSFIELD DRIVE | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| TORRANCE-SOUTH BAY YMCA | |||||||
| 2900 W SEPULVEDA BLVD | TORRANCE | CA | 90505 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| PALOS VERDES ART CENTER | |||||||
| 550 DEEP VALLEY DRIVE | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| BEACON LIGHT MISSION | |||||||
| 525 BROAD AVENUE | WILMINGTON | CA | 90744 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC | FUNDS FOR CHARITY | $5,000 |
| PENINSULA COMMITTEE CHILDREN HOSPIT | |||||||
| PO BOX 801 | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $27,000 |
| JANE'S HOUSE | |||||||
| PO BOX 167 | PORT ORCHARD | WA | 98366 | NONE | PUBLIC | FUNDS FOR CHARITY | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 2440 S SEPULVEDA BLVD STE 115 | LOS ANGELES | CA | 90064 | NONE | PUBLIC | FUNDS FOR CHARITY | $5,500 |
| THE RIVER CHURCH OF THE SOUTH BAY | |||||||
| 44 HITCHING POST | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| SOLID ROCK | |||||||
| 10500 SW NIMBUS AVE | PORTLAND | OR | 97008 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| JACKSON HOLE LAND TRUST | |||||||
| PO BOX 2897 | JACKSON | WY | 83001 | NONE | PUBLIC | FUNDS FOR CHARITY | $500 |
| SONSHINE SPECIALIZED CAMPING MINIST | |||||||
| PO BOX 1527 | WOODBRIDGE | CA | 95258 | NONE | PUBLIC | FUNDS FOR CHARITY | $15,000 |
| LOS ANGELES BIOMED | |||||||
| 1124 WEST CARSON ST BLDG N-14RM21 | TORRANCE | CA | 90502 | NONE | PUBLIC | FUNDS FOR CHARITY | $5,000 |
| KINGS HARBOR CHURCH | |||||||
| 226B CALLE MIRAMAR | REDONDO BEACH | CA | 90277 | NONE | PUBLIC | FUNDS OF CHARITY | $5,000 |
| PENNINSULA SYMPHONY ASSOC | |||||||
| PO BOX 2602 | PALOS VERDES PENNISU | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $1,000 |
| ALPINE CAMP CONFRENCE CENTER | |||||||
| 415 CLUB HOUSE DRIVE | BLUE JAY | CA | 92317 | NONE | PUBLIC | FUNDS FOR CHARITY | $20,000 |
| DOWNTOWN BIBLE CLASS | |||||||
| PO BOX 19191 | PORTLAND | OR | 97280 | NONE | PUBLIC | FUNDS FOR CHARITY | $7,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 415 W TORRANCE BLVD | CARSON | CA | 90745 | NONE | PUBLIC | FUNDS FOR CHARITY | $7,000 |
| PV PENINSULA LAND CONSERVANCY | |||||||
| 916 SILVER SPUR ROAD 207 | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,500 |
| HELP THE HOMELESS HELP THEMSELVES | |||||||
| PO BOX 3363 | PALOS VERDES | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $2,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NONE | PUBLIC | FUNDS FOR CHARITY | $15,000 |
| COMMUNITY'S CHILD | |||||||
| PO BOX 367 | HARBOR CITY | CA | 90710 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| LONG BEACH RESCUE MISSION | |||||||
| 1430 PACIFIC AVENUE | LONG BEACH | CA | 90801 | NONE | PUBLIC | FUNDS FOR CHARITY | $5,000 |
| UNIVESITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | NONE | PUBLIC | FUNDS FOR CHARITY | $20,000 |
| INTERNATIONAL CARE MINISTRIES | |||||||
| 30 HIDDEN VALLEY ROAD | ROLLING HILLS ESTATE | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $12,000 |
| CHAMBER ORCHESTRA OF THE SOUTH BAY | |||||||
| PO BOX 2095 | PALOS VERDES PENINSU | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $1,350 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | NONE | PUBLIC | FUNDS FOR CHARITY | $24,500 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | NONE | PUBLIC | FUNDS FOR CHARITY | $2,300 |
| DOORS OF HOPE WOMEN'S SHELTERFLATWA | |||||||
| 525 BROAD AVENUE | WILMINGTON | CA | 90744 | NONE | PUBLIC | FUNDS FOR CHARITY | $15,000 |
| VISTAS FOR CHILDREN | |||||||
| PO BOX 7000-251 | REDONDO BEACH | CA | 90277 | NONE | PUBLIC | FUNDS FOR CHARITY | $1,370 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSSETTS AVE NW | WASHINGTON | DC | 20077 | NONE | PUBLIC | FUNDS FOR CHARITY | $500 |
| EVERY NATION MINISTRIES | |||||||
| PO BOX 1787 | BRENTWOOD | TN | 37024 | NONE | PUBLIC | FUNDS FOR CHARITY | $2,000 |
| POINT LOMA NAZARENE UNIVERSITY | |||||||
| 3900 LOMALAND DRIVE | SAN DIEGO | CA | 92106 | NONE | PUBLIC | FUNDS FOR CHARITY | $5,000 |
| SOUTH BAY LACROSSE ASSOCIATION | |||||||
| 1500 Chelsea Road | PVE | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $500 |
| PALOS VERDES GOLF CLUB | |||||||
| 3301 VIA CAMPESINA | PVE | CA | 90274 | NONE | PUBLIC | FUNDS FOR CHARITY | $1,000 |
| GEORGE FOX UNIVERSITY | |||||||
| 414 N MERIDIAN ST 6256 | NEWBERG | OR | 97132 | NONE | PUBLIC | FUNDS FOR CHARITY | $5,000 |
| BIG BEAR CYCLING | |||||||
| PO BOX 132111 | BIG BEAR LAKE | CA | 92315 | NONE | PUBLIC | FUNDS FOR CHARITY | $500 |
| ASIAN ACCESS | |||||||
| 2214 W TORRANCE BOULEVARD | TORRANCE | CA | 90501 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| BIRTH CHOICE | |||||||
| 92 ARGONART SUITE 205 | ALISO VIEJO | CA | 92656 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| CHURCH FOR THE NATION | |||||||
| 1015 N CENTRAL | GLENDALE | CA | 91202 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| REALITY LA | |||||||
| PO BOX 931625 | LOS ANGELES | CA | 90093 | NONE | PUBLIC | FUNDS FOR CHARITY | $20,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| CHILD HOPE INTERNATIONAL | |||||||
| 1970 S PROSPECT SUITE 3 | REDONDO BEACH | CA | 90277 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 969611 | WASHINGTON | DC | 20090 | NONE | PUBLIC | FUNDS FOR CHARITY | $10,000 |
| OSO GRANDE ELEMENTARY | |||||||
| 30251 Sienna Parkway | Ladera Ranch | CA | 92694 | NONE | PC | FUNDS FOR CHARITY | $100 |
| KINDRED IMAGE | |||||||
| 5200 W Century Boulevard 718 | Los Angeles | CA | 90045 | NONE | PC | FUNDS FOR CHARITY | $5,000 |
| THE HOOVER INSTITUTION | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | NONE | PC | FUNDS FOR CHARITY | $2,000 |
| PALOS VERDES PERFORMING ARTS | |||||||
| 27570 Norris Center Drive | Rolling Hills Estate | CA | 90274 | NONE | PC | FUNDS FOR CHARITY | $11,000 |
| PILGRIM LUTHERAN | |||||||
| 5650 SW Hall Boulevard | Beaverton | OR | 97005 | NONE | PC | FUNDS FOR CHARITY | $2,500 |
| HEALTHCARE ELDER LAW PROGRAM HELP | |||||||
| 1404 Cravens Avenue | Torrance | CA | 90501 | NONE | PC | FUNDS FOR CHARITY | $10,750 |
| OCEANSIDE CHRISTIAN FELLOWSHIP | |||||||
| 343 Coral Circle | El Segundo | CA | 90245 | NONE | PC | FUNDS FOR CHARITY | $20,000 |
| HAND IN PAW RESCUE | |||||||
| 2598 Starcrest Drive | Duarte | CA | 91010 | NONE | PC | FUNDS FOR CHARITY | $2,000 |
| ROLLING HILLS UNITED METHODIST CHUR | |||||||
| 26438 Crenshaw Boulevard | Rolling Hills Estate | CA | 90274 | NONE | PC | FUNDS FOR CHARITY | $1,000 |
| PASADENA PRESBYTERIAN CHURCH | |||||||
| 585 E Colorado Boulevard | Pasadena | CA | 91101 | NONE | PC | FUNDS FOR CHARITY | $2,000 |
| BETHANY CHRISTIAN FELLOWSHIP | |||||||
| 792 W 10th Street | San Pedro | CA | 90731 | NONE | PC | FUNDS FOR CHARITY | $10,000 |
| GOOD NEIGHBORS WATER FOR LIFE | |||||||
| 2301 E 7th Street A-248 | Los Angeles | CA | 90023 | NONE | PC | FUNDS FOR CHARITY | $10,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W Bruno Street | Los Angeles | CA | 90012 | NONE | PC | FUNDS FOR CHARITY | $10,000 |
| PENINSULA FRIENDS OF THE LIBRARY | |||||||
| PO Box 2361 | Palos Verdes Estates | CA | 90274 | NONE | PC | FUNDS FOR CHARITY | $1,000 |
| VILLAGE ENTERPRISE | |||||||
| 751 Laurel Street PMB 222 | San Carlos | CA | 94070 | NONE | PC | FUNDS FOR CHARITY | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 Seventh Avenue 2nd Floor | New York | NY | 10001 | NONE | PC | FUNDS FOR CHARITY | $10,000 |
| FOR OUR CHILDREN | |||||||
| PO Box 7000-375 | Redondo Beach | CA | 90277 | NONE | PC | FUNDS FOR CHARITY | $10,000 |
| HOPE FOR THE WARRIORS | |||||||
| 5101C Backlick Road | Annandale | VA | 22003 | NONE | PC | FUNDS FOR CHARITY | $10,000 |
| OPERATION GRATITUDE | |||||||
| PO Box 260257 | Encino | CA | 91426 | NONE | PC | FUNDS FOR CHARITY | $20,000 |
| WAGS AND WALKS | |||||||
| 871 Santa Monica Boulevard 344 | West Hollywood | CA | 90069 | NONE | PC | FUNDS FOR CHARITY | $1,000 |
| WESTSIDE GERMAN SHEPHERD RESCUE | |||||||
| 3016 S Hill Street | Los Angeles | CA | 90007 | NONE | PC | FUNDS FOR CHARITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $797,956 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,277 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $369,148 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $669,834 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,662 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,084,259 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,662 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,089,921 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (33 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 | $162,540 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 2 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $216,199 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 3 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $282,723 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 4 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $200,938 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 5 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $51,018 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 6 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $50,425 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 7 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $98,768 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 8 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $50,120 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 9 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $84,315 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 10 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $125,216 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 11 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $154,028 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 12 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $91,100 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 13 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $100,754 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 14 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $102,630 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 15 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $222,120 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 16 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $150,014 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 17 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $100,750 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 18 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $98,720 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 19 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $99,709 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 20 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $99,628 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 21 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $99,816 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 22 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $49,393 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 23 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $113,602 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 24 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $147,103 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 25 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $98,896 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 26 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $100,144 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 27 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $100,114 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 28 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $89,288 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 29 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $150,290 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 30 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $201,544 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 31 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $98,944 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 32 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $99,884 | Yes (X) |
| GEORGE ROSALIE SCHULER | ||||||
| 33 | 25550 HAWTHORNE BLVD 310 | TORRANCE | CA | 90505 | $77,625 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (33 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,300 SHARES OF BB&T CORP | $162,540 | 2014-02-28 |
| 2 | 1,677 SHARES OF BOEING CO | $216,199 | 2014-02-28 |
| 3 | 5,528 SHARES OF BRISTOL MYERS | $282,723 | 2014-02-28 |
| 4 | 1,250 SHARES OF CELGENE CORP | $200,938 | 2014-02-28 |
| 5 | 987 SHARES OF COMCAST CORP | $51,018 | 2014-02-28 |
| 6 | 624 SHARES OF DISNEY WALT CO | $50,425 | 2014-02-28 |
| 7 | 1,193 SHARES OF GILEAD SCIENCES | $98,768 | 2014-02-28 |
| 8 | 611 SHARES OF HOME DEPOT | $50,120 | 2014-02-28 |
| 9 | 1,022 SHARES OF ILLINOIS TOOLS WKS | $84,315 | 2014-02-28 |
| 10 | 2,600 SHARES OF MARCH & MCLENNAN | $125,216 | 2014-02-28 |
| 11 | 1,400 SHARES OF MONSANTO CO | $154,028 | 2014-02-28 |
| 12 | 10,000 SHARES OF STANDARD PAC | $91,100 | 2014-02-28 |
| 13 | 861 SHARES OF UNITED TECHNOLOGIES | $100,754 | 2014-02-28 |
| 14 | 2,157 SHARES OF VERIZON COMM | $102,630 | 2014-02-28 |
| 15 | 4,785 SHARES OF WELLS FARGO | $222,120 | 2014-02-28 |
| 16 | 2,777 SHARES OF AM INT'L GROUP | $150,014 | 2014-09-30 |
| 17 | 1,000 SHARES OF APPLE COMPUTER | $100,750 | 2014-09-30 |
| 18 | 775 SHARES OF BOEING CO | $98,720 | 2014-09-30 |
| 19 | 1,052 SHARES OF CELGENE | $99,709 | 2014-09-30 |
| 20 | 1,922.5710 SHARES OF CITIGROUP INC | $99,628 | 2014-09-30 |
| 21 | 1,856 SHARES OF COMCAST | $99,816 | 2014-09-30 |
| 22 | 464 SHARES OF GILEAD SCIENCES | $49,393 | 2014-09-30 |
| 23 | 1,276 SHARES OF DISNEY WALT CO | $113,602 | 2014-09-30 |
| 24 | 250 SHARES OF GOOGLE INC | $147,103 | 2014-09-30 |
| 25 | 1,078 SHARES OF HOME DEPOT | $98,896 | 2014-09-30 |
| 26 | 1,662.4180 SHARES OF JP MORGAN CHASE | $100,144 | 2014-09-30 |
| 27 | 2,159.4820 SHARES OF MICROSOFT CORP | $100,114 | 2014-09-30 |
| 28 | 1,875 SHARES OF NOVA-NORDISK | $89,288 | 2014-09-30 |
| 29 | 1,614.4590 SHARES OF PEPSICO INC | $150,290 | 2014-09-30 |
| 30 | 5,165.1420 SHARES OF REPUBLIC SVCS | $201,544 | 2014-09-30 |
| 31 | 973 SHARES OF SCHLUMBERGER | $98,944 | 2014-09-30 |
| 32 | 705 SHARES OF 3M CO | $99,884 | 2014-09-30 |
| 33 | 900 SHARES OF UNITED HEALTH GRP | $77,625 | 2014-09-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $9,000 | Amt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS #114740 | $102 | $102 |
| WELLS FARGO #0368 | $435,625 | $489,958 |
| WELLS FARGO #8758 | $636,162 | $772,081 |
| THE WHITTIER TRUST | $10,407,863 | $17,043,355 |
| FIDELITY INVESTMENTS #477842-1 | $1,785,517 | $1,785,850 |
| UNIONBANC INVESTMENT WBB-021326 | $618,355 | $677,248 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX DIFFERENCE IN FMV OF SECURITIES | $1,249 |
| BOOK TO TAX DIFFERENCE IN RECORDING NON-CASH CONTRIBUTIONS | $2,135,594 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $109,895 | $109,895 |
| LICENSE FEES | $150 | $150 |
| RESEARCH & PLANNING | $8,258 | $8,258 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE DISTRIBUTIONS | Desc |
| Amt | $3,945 | Amt |
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 | $270,887 | BalanceDueAmt |
| Note | 2013-04 | NoteDt |
| Loan Maturity | 2023-03 | LoanMaturityDt |
| Repayment Terms | 10 Years 5.5% Interest | RepaymentTermsTxt |
| Interest | 5.5000 | InterestRt |
| Security Provided Borrower | Deed of Trust | SecurityProvidedBorrowerTxt |
| Loan Purpose | Purchase of Real Estate | LoanPurposeTxt |
| Lender Consideration | Cash | LenderConsiderationDesc |
| Consideration FMV | $280,000 | ConsiderationFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $6,142 | $6,142 |
| FOREIGN TAXES | $4,517 | $4,517 |
| STATE TAXES | $10 | $10 |