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182375 27767 DEANELL TACHA 40.0 X 344830 13148 JAMES WILBURN 40.0 X 214174 52501 OTIS BASKIN 40.0 X 397979 70055 MARK MALLINGER 40.0 X 434733 16349 LAMAR WILSON 40.0 X 298836 59491 EDWARD LARSON 40.0 X 311024 42752 GRANT NELSON 40.0 X 255140 41790 5944257 0 1827420 272 false true false SODEXO AMERICA LLC CAMPUS MAIL-TCC RM 110 MALIBU CA 90263 CATERING 6713126 PALISADES MEDIA GROUP INC 1620 26TH STREET SANTA MONICA CA 90404 ADVERTISING 2372837 LATHAM WATKINS LLP PO BOX 894256 LOS ANGELES CA 90189 CONSULTING 1903672 RAMELLI JANITORIAL SVC PO BOX 51193 NEW ORLEANS LA 70151 JANITORIAL 1374233 ENVIRONMENTAL CONTRACTING CORP 800 E 1ST ST LOS ANGELES CA 90012 CONSTRUCTION 905295 39 418385 1173421 3546263 20249282 6332476 25387351 Student Tuition and Fees 611710 280530701 280530701 Room and Board 611710 34674620 34674620 Sales and Services 7032210 4171483 2860727 Education and General 611710 7956881 7956881 330194412 15400970 665095 14735875 0 0 0 0 0 73724280 36176413 69590 37547867 -69590 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THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. 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THE COLLECTIONS CONSIST OF ITEMS ACQUIRED BY THE UNIVERSITY'S LIBRARY THAT REQUIRE SPECIAL HANDLING DUE TO THEIR RARITY, VALUE, AND/OR PHYSICAL CONDITION. THE UNIVERSITY ALSO MAINTAINS AN ARCHIVAL COLLECTION OF OFFICIAL DOCUMENTS, PAPERS, PUBLICATIONS, AND ARTIFACTS OF PEPPERDINE AND PERSONS CONNECTED WITH THE UNIVERSITY. THESE COLLLECTIONS ARE PROTECTED AND PRESERVED FOR EDUCATION, RESEARCH AND PUBLIC EXHIBITION PURPOSES. SCHEDULE D, PART IV, LINE 2B THE UNIVERSITY ACTS AS THE FISCAL AGENT FOR FUNDS RELATED TO UNIVERSITY SPONSORED AND/OR AFFILIATED PROGRAMS. THE UNIVERSITY DOES NOT OWN THE FUNDS ASSOCIATED WITH THESE PROGRAMS. SCHEDULE D, PART V, LINE 4 THE INTENT OF THE UNIVERSITY'S ENDOWMENT FUND IS TO GENERATE THE REVENUES NECESSARY TO SUPPORT THE UNIVERSITY'S EXEMPT PURPOSES, INCLUDING EDUCATION, RESEARCH AND SCHOLARSHIPS. 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SCHEDULE E, LINE 6a THE UNIVERSITY PARTICIPATES IN THE FOLLOWING FEDERAL PROGRAMS: PELLGRANT SEOG GRANT AC GRANT SMART GRANT BYRD HONOR SCHOLARSHIP LOANS - SUBSIDIZED AND UNSUBSIDIZED PLUS LOANS FEDERAL WORK STUDY true Europe (Including Iceland and Greenland) 7 50 Program Services EDUCATIONAL PROGRAMS 7784064 East Asia and the Pacific 3 4 Program Services EDUCATIONAL PROGRAMS 1730467 South America 1 20 Program Services EDUCATIONAL PROGRAMS 1329900 East Asia and the Pacific Investments 92185346 Sub-Saharan Africa Investments 5961082 South America Investments 17782204 Europe (Including Iceland and Greenland) Investments 104218632 11 74 11 74 230991695 230991695 true false true true true false Schedule F, Part I, Column (F) expenses identified in column (f) are the expenses incurred in the region per the organization's general ledger. X X X X X X X true RUFFALOCODY PROGRAM FUNDRAISING false 221953 207365 221953 207365 GOLF TOURNAMENT 436006 146834 289172 84632 60384 DINNER 486993 188826 298167 318466 54677 5 251919 82725 169194 169787 180970 1174918 418385 756533 572885 296031 868916 -112383 true FINANCIAL AID PAID 6165 88797079 FMV N/A Part I, Line 2 PEPPERDINE UNIVERSITY AWARDS FINANCIAL ASSISTANCE TO ITS STUDENTS ON THE BASIS OF VERIFIED FINANCIAL NEED OR MERIT AND DOES NOT UNLAWFULLY DISCRIYINATE ON THE BASIS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN, RELIGION, AGE, SEX, DISABILITY OR PRIOR MILITARY SERVICE. FINANCIAL ASSISTANCE IS MONITORED SO THAT IT IS IN COMPLAINCE WITH AWARDING TERMS AND CONDITIONS. EXPENDITURES ARE REVIEWED FOR ALLOWABILITY AND COMPLIANCE. STUDENTS ARE REQUIRED TO SUBMIT APPROPRIATE DOCUMENTS PRIOR TO APPROVAL. PART III CASH GRANTS ARE CREDITS TO STUDENT ACCOUNTS. X X X X X X false true X X X X true true false false false false false true false ANDREW K BENTON 396324 75556 122021 92065 685966 62358 MARC GOODMAN 191473 597 19365 14046 225481 GARY HANSON 298466 49387 79039 72209 499101 29455 SAMUEL HINKLE 130139 10000 31377 78906 96937 347359 15621 LEE KATS 201383 969 20334 14965 237651 VELIOS KODOMICHALOS 218601 9000 701 22236 24773 275311 PAUL B LASITER 137686 11343 86025 108821 343875 LINDA LIVINGSTONE 270206 10000 1377 12500 28824 322907 RICK MARRS 145414 13267 50221 54570 263472 ALEXANDER PANG 163109 2192 16472 12781 194554 PHIL PHILLIPS 158770 10909 33451 73910 277040 CHARLES PIPPIN 285511 50000 56059 101857 29748 523175 36792 EDNA POWELL 187484 1747 19096 21663 229990 MARK ROOSA 169568 1502 8640 21471 201181 JONATHAN SEE 181819 556 17780 9987 210142 DEANELL TACHA 335499 9331 9900 3248 357978 DARRYL TIPPENS 192129 22920 64256 102365 381670 JAMES WILBURN 208464 5710 21896 30605 266675 OTIS BASKIN 39693 358286 27417 42638 468034 MARK MALLINGER 94842 339891 9674 6675 451082 LAMAR WILSON 264838 33998 25000 34491 358327 EDWARD LARSON 261437 49587 25000 17752 353776 GRANT NELSON 245994 9146 25000 16790 296930 SCHEDULE J, PART I, LINES 1A AND 2 FIRST CLASS TRAVEL: PURSUANT TO A WRITTEN POLICY AND APPROPRIATE APPROVAL, FIRST CLASS TRAVEL IS PERMITTED TO CERTAIN OFFICERS AND KEY EMPLOYEES FOR BUSINESS PURPOSES. TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. ONE OFFICER LISTED IN FORM 990, PART VII FLEW FIRST CLASS DURING CALENDAR YEAR 2012. TRAVEL FOR COMPANIONS: PURSUANT TO A WRITTEN POLICY, CERTAIN OFFICERS' AND KEY EMPLOYEES' SPOUSES ARE PERMITED TO TRAVEL ON OCCASION WHEN NECESSARY FOR BUSINESS PURPOSE. TRAVEL FOR BUSINESS PURPOSE IS NOT INCLUDED IN TAXABLE WAGES. TWO OFFICERS LISTED IN FORM 990, PART VII WERE PROVIDED WITH COMPANION TRAVEL FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2012. GROSS UP PAYMENT: PURSUANT TO CALIFORNIA CIVIL CODE, PEPPERDINE UNIVERSITY PROVIDES GROSS UP TO EMPLOYEES THAT PROVIDE LATE SUBSTANTIATION OF EXPENSES UNDER ACCOUNTABLE PLAN RULES FOR ORDINARY AND NECESSARY BUSINESS EXPENSES. AS PART OF THE MINISTERIAL HOUSING PROGRAM, PEPPERDINE PROVIDED ADDITIONAL COMPENSATION TO PARTICIPANTS FOR WAGE WITHHOLDING IN AN AMOUNT EQUAL TO THE EMPLOYERS' SHARE OF THE PARTICIPANTS' SELF-EMPLOYMENT TAX. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO WERE PROVIDED WITH GROSS-UP PAYMENTS DURING CALENDAR YEAR 2012 INCLUDE 4 OFFICERS, 2 KEY EMPLOYEES, AND 1 HIGHEST COMPENSATED EMPLOYEE. HOUSING: INCLUDED IN NONTAXABLE BENEFITS OF EMPLOYEES WHO ARE MINISTERS IS THE VALUE OF HOUSING ALLOWANCE PROVIDED BY PEPPERDINE UNIVERSITY TO MINISTERS. THE PROVISION OF MINISTERIAL HOUSING IS SUBJECT TO EXECUTIVE APPROVAL. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO WERE PROVIDED WITH MINISTERIAL HOUSING DURING CALENDAR YEAR 2012 INCLUDE 4 OFFICERS, 2 KEY EMPLOYEES, AND 1 HIGHEST COMPENSATED EMPLOYEE. HOUSING IS PROVIDED FOR THREE OFFICERS AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER AND IS NOT INCLUDED IN TAXABLE WAGES. SOCIAL CLUBS: TWO OF THE LISTED INDIVIDUALS RECIEVED REIMBURSEMENTS FOR EXPENDITURES ASSOCIATED WITH SOCIAL CLUB MEMBERSHIPS. ALL EXPENDITURES ARE FOR BUSINESS PURPOSES AND APPROVED PURSUANT TO UNIVERSITY'S REIMBURSEMENT POLICIES. PERSONAL SERVICE: ONE OFFICER IS PROVIDED CERTAIN HOUSE CLEANING SERVICES IN CONNNECTION WITH HIS OCCUPANCY OF ON-CAMPUS HOUSING. THE PROVISION OF SUCH SERVICES IS NOT INCLUDED AS TAXABLE WAGES. SCHEDULE J, PART I, LINE 4A In connection with the terms of his separation from the University, Mark Malinger was paid $323,284 during calendar year 2012, which represents tenure buyout at two times contracted annual salary. In connection with the terms of his separation from the University, Otis Baskin was paid $340,868 during calendar year 2012, which represents tenure buyout at two times contracted annual salary. SCHEDULE J, PART I, LINE 4B PEPPERDINE UNIVERSITY HAS AN INCENTIVE COMPENSATION PLAN FOR CERTAIN KEY EXECUTIVES. UNDER THE PLAN, UPON ACHIEVEMENT OF CERTAIN EXPECTATIONS AND GOALS AND AT THE DISCRETION OF THE BOARD OF DIRECTORS THE PARTICIPANT WILL RECEIVE A UNIVERSITY CONTRIBUTION TO THE PLAN FOR THAT PLAN YEAR. UNIVERSITY CONTRIBUTIONS TO THE PLAN BECOME GRADUALLY VESTED BEGINNING WITH THE LAST DAY OF THE 3RD PLAN YEAR FOLLOWING THE CONTRIBUTION AND VEST 100% AT THE COMPLETION OF THE 7TH PLAN YEAR FOLLOWING THE AWARD. THE FOLLOWING AMOUNTS WERE AWARDED IN CALENDAR YEAR 2012: ANDREW K. BENTON - $97,021 GARY HANSON - $54,039 CHARLES PIPPEN - $54,357 SAMUEL HINKLE - $38,784 PAUL B. LASITER - $40,069 THE FOLLOWING AMOUNTS WERE VESTED AND INCLUDED IN THE EMPLOYEE'S COMPENSATION IN 2012: ANDREW K. BENTON - $62,358 GARY HANSON - $29,455 CHARLES PIPPIN - $36,792 SAMUEL HINKLE - $15,621 UNDER A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN, SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS, PRESIDENT BENTON IS ENTITLED TO RECEIVE COMPENSATION OF APPROXIMATELY ONE YEAR'S SALARY AS THE RESULT OF THE COMPLETION OF FOUR YEARS OF SERVICE IN HIS EMPLOYMENT AS PRESIDENT OF PEPPERDINE IN 2015. SCHEDULE J, PART I, LINE 7 SEE RESPONSE FOR SCHEDULE J, PART I, LINE 4B. IN ADDITION, BONUSES MAY BE AWARDED UPON THE ACHIEVEMENT OF CERTAIN GOALS. SCHEDULE J, PART II, COLUMN (F) CERTAIN AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III), WERE PREVIOUSLY REPORTED ON PRIOR YEAR'S FORM 990, AS AMOUNTS AWARDED UNDER THE INCENTIVE COMPENSATION PLAN DISCLOSED IN RESPONSE TO SCHEDULE J, PART I, LINE 4B. A CEFA SERIES 2005 A&B 521705592 1301757M8 2005-08-03 115673727 REFUND 1996, 1999, 2000, AND 2002 false false false B california infrastructure bank series 2010 630304653 13033W4L4 2010-04-28 16347846 REFUND 1999 SERIES A false false false C CEFA SERIES 2012 521705592 130178P83 2012-06-05 58548544 REFUND 2003A, CONSTR, EQUIP FACIL false false false A 0 0 115673727 0 0 0 1058759 1236320 0 676451 112702197 0 true true true true B 0 0 16347846 0 0 0 319146 0 0 0 16028700 0 true false true true C 0 0 58548544 0 0 0 618936 0 0 11812381 46117227 0 2013 true false true true A false false false false 0 false false false true B 0 C false false false false 0 false false false true A false false false true false false 0 false 0 false false B false false true false false false 0 false 0 false false C false true false false false false 0 false 0 false false A true B true C true part iv, line 2c, column a 0 date the rebate computation was performed: AUGUST 2012 MARK ROOSA KEY EE MORT X 200000 200000 false false true 200000 STEPHEN LUKE BOST SON OF REGENT 65914 UNIVERSITY EMPLOYEE false CHRISTINE GOODMAN WIFE OF KEY EMPLOYEE 183367 UNIVERSITY EMPLOYEE false ALEXANDRA MARMION-roosa WIFE OF KEY EMPLOYEE 119510 UNIVERSITY EMPLOYEE false NICOLE MARRS DGHTR-IN-LAW OF KEY EMPLY 70389 UNIVERSITY EMPLOYEE false LILY PANG WIFE OF KEY EMPLOYEE 101156 UNIVERSITY EMPLOYEE false SEAN MIKE PHILLIPS NEPHEW OF KEY EMPLOYEE 87960 UNIVERSITY EMPLOYEE false SHANNON PHILLIPS SISTER-IN-LAW OF KEY EMPL 141550 UNIVERSITY EMPLOYEE false RONALD PHILLIPS FATHER OF KEY EMPLOYEE 265152 UNIVERSITY EMPLOYEE false LANDON PHILLIPS SON OF REGENT 55260 UNIVERSITY EMPLOYEE false X 16 1628514 FMV X 38782 FMV X 3267 FMV X 1 1 X 28 2025043 HI/LO AVG X 4 2092924 APPRAISED VALUE X 3 8002 FMV X 2 2 FMV X 1 486000 APPRAISED VALUE X GIFTS IN KIND 229 49941 FMV false true true SCHEDULE M, PART I, COLUMN (B) THE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE YEAR. SCHEDULE M, PART I, LINE 32A PEPPERDINE UNIVERSITY USES THIRD PARTIES TO SELL NONCASH CONTRIBUTIONS OF DOMESTIC AND FOREIGN SECURITIES, PHYSICAL CERTIFICATES, AND RESTRICTED CERTIFICATES. FORM 990, PART I, LINE 1 AND PART III, LINE 1 PEPPERDINE UNIVERSITY IS AN INDEPENDENT, PRIVATE CHRISTIAN UNIVERSITY COMMITTED TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE AND CHRISTIAN VALUES, WHERE STUDENTS ARE STRENGTHENED FOR LIVES OF SERVICE, PURPOSE, AND LEADERSHIP. THE UNIVERSITY ENROLLS APPROXIMATELY 7,500 STUDENTS IN ITS FIVE COLLEGES AND SCHOOLS. SEAVER COLLEGE, THE UNIVERSITY'S UNDERGRADUATE LIBERAL ARTS COLLEGE, THE SCHOOL OF LAW, AND THE SCHOOL OF PUBLIC POLICY ARE HEADQUARTERED ON 830 ACRES IN THE SANTA MONICA MOUNTAINS OVERLOOKING THE PACIFIC OCEAN AT MALIBU, CALIFORNIA. THE GRADUATE SCHOOL OF EDUCATION AND PSYCHOLOGY AND THE GEORGE L. GRAZIADIO SCHOOL OF BUSINESS AND MANAGEMENT ARE HEADQUARTERED AT PEPPERDINE UNIVERSITY'S FACILITY IN WEST LOS ANGELES. FORM 990, PART I, LINE 5 AND PART V, LINE 2A NUMBER OF EMPLOYEES INCLUDES STUDENT WORKERS. FORM 990, PART I, LINE 6 THERE ARE A NUMBER OF STUDENTS AND ALUMNI THAT VOLUNTEER THEIR TIME FOR VARIOUS PURPOSES AT THE UNIVERSITY. THESE VOLUNTEERS, HOWEVER, ARE NOT FORMALLY TRACKED BY THE UNIVERSITY. FORM 990, PART III, LINE 4D PUBLIC SERVICE EXPENSES $1,154,947 REVENUE $19,502,739 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF REGENTS OF PEPPERDINE UNIVERSITY HAS AN EXECUTIVE COMMITTEE WHICH MAY ACT FOR AND IN PLACE OF THE BOARD OF REGENTS BETWEEN REGULAR BOARD MEETINGS AND DURING ANY RECESS. ONLY REGENTS CAN BE MEMBERS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS THE POWER TO TRANSACT BUSINESS ON BEHALF OF THE BOARD IN BETWEEN MEETINGS OF THE BOARD OF REGENTS SUBJECT TO ANY LIMITATIONS IMPOSED BY THE BOARD OF REGENTS, THE BYLAWS, OR APPLICABLE LAW. FORM 990, PART VI, SECTION B, LINE 11A INFORMATION IS SUPPLIED BY THE UNIVERSITY TO THE PAID PREPARER TO PREPARE THE RETURN. A DRAFT VERSION OF THE FORM 990 IS PROVIDED TO THE SENIOR MANAGEMENT AND THE AUDIT COMMITTEE FOR REVIEW. CHANGES/COMMENTS ARE SUBMITTED TO MANAGEMENT AND ANY NECESSARY CHANGES ARE MADE PRIOR TO THE FINAL REVIEW AND SIGNING OF THE TAX RETURN BY THE UNIVERSITY'S INDEPENDENT AUDITORS/TAX CONSULTANTS. A FULL COPY OF FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, REGENT, AND KEY EMPLOYEE IS REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER HAS WITH PEPPERDINE UNIVESITY. THESE DISCLOSURES ARE REVIEWED BY THE BOARD OF REGENTS AND GENERAL COUNSEL. ALL CONFLICT SITUATIONS ARE RESOLVED AT THIS REVIEW IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. IF A CONFLICT IS FOUND FOR A REGENT, THE REGENT IS ASKED TO RECUSE HIMSELF OR HERSELF FROM THE MATTER. RESOLUTION OF CONFLICTS FOR OFFICERS AND OTHER EMPLOYEES ARE OVERSEEN BY GENERAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 14 INDIVIDUAL DEPARTMENTS MAY HAVE A DOCUMENT RETENTION AND DESTRUCTION POLICY THAT IS APPLICABLE TO THE NATURE OF THE INFORMATION THAT THEY COLLECT. THERE IS A UNIVERSITY-WIDE DOCUMENT RETENTION AND DESTRUCTION POLICY BUT IT IS NOT APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 PEPPERDINE UNIVERSITY'S BOARD OF REGENTS REVIEWS THE COMPENSATION OF THE UNIVERSITY'S OFFICERS AND CERTAIN KEY EMPLOYEES, DEPENDING ON THEIR ROLES. THE BOARD OF REGENTS CONSIDERS MARKET DATA AND ANALYSIS ASSEMBLED BY INDEPENDENT COMPENSATION CONSULTANTS. THE DELIBERATIONS ARE REFLECTED IN A TRANSACTION REPORT WHICH SUMMARIZES THE DECISIONS MADE BY THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE UNIVERSITY'S FORM 990 IS AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY'S FINANCIAL STATEMENTS ARE AVAILABLE VIA THE UNIVERSITY'S WEBSITE. THE UNIVERSITY DOES NOT MAKE ITS CONFLICT OF INTEREST POLICIES AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A CERTAIN REGENTS AND OFFICERS LISTED IN PART VII, SECTION A ALSO SERVE ON THE BOARDS OF WAVE SERVICES, INC., WAVE ENTERPRISES, INC., AND WAVE PROPERTY, INC. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES ENDOWMENT SUPPORT: $33,220,055 ACTUARIAL LIABILITY: $ 260,332 CHANGE IN NET ASSETS OF SUBSIDIARIES: $ 1,462,590 MARK TO MARKET ADJ ON ASSETS HELD IN TRUST: $ 2,342,300 -------------- TOTAL: $37,285,277 WAVE SERVICES INC 24255 PACIFIC COAST HIGHWAY MALIBU CA 90263 954315778 SUPPORT PU CA 501(C)(3) 11A Pepperdine true WAVE ENTERPRISES INC 24255 PACIFIC COAST HIGHWAY MALIBU CA 90263 954274572 SUPPORT PU CA 501(C)(3) 11A Pepperdine true WAVE PROPERTY INC 24255 PACIFIC COAST HIGHWAY MALIBU CA 90263 954297104 SUPPORT PU CA 501(C)(3) 11A Pepperdine true PEPPERDINE UNIVERSITY(USA) IN LONDON UK 56 princess gate london UK sw7 2pg EDUCATION UK PEPPERDINE true PEPPERDINE ARGENTINA SRL 11 de septiembre 955 1426 cap fed BUENOS AIRES AR EDUCATION AR PEPPERDINE true PEPPERDINE UNIVERSITY LAUSANNE (SWITZ) la croisee av marc-dufour 15 lausanne SZ education SZ PEPPERDINE true CINDERELLA IMMOBILIARE SRL viale milton 41 florence IT 50129 education IT PEPPERDINE true WEST COAST CONFERENCE 1111 BAYHILL DRIVE 405 SAN BRUNO CA 94066 237286818 SUPPORT PU CA 501(C)(3) 11C NA false ANDURIL HOLDING LLC 15 LOCKERMN ST DOVER DE 19904 010935824 INVESTMENTS DE PEPPERDINE EXCLUDED 13323 977958 false 0 false 0.99000 CHARITABLE REMAINDER TRUSTS (3) INVESTING CA NA TRUST false false false false false false false false false false false false false true true true true false true WAVES SERVICES INC S 173421 FMV WAVE ENTERPRISES INC S 1000000 FMV