OARSMEN FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: OARSMEN FOUNDATION (EIN 33-0754362)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-15
IRS object ID: 201341359349102409
Schema version: 2012v2.0
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 Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-15T15:21:15-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Fong & Associates CPAs	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2980 Columbia Street	AddressLine1
City	Torrance	City
State	CA	State
ZIP Code	90503	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	330754362	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Oarsmen Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	OARS	NameControl
Phone	3107913343	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	25550 HAWTHORNE BLVD	AddressLine1
City	TORRANCE	City
State	CA	State
ZIP Code	90505	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	George Schuler	Name
Title	President	Title
Date Signed	2013-05-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Merrietta L Fong CPA	Name
PTIN	P01245601	PTIN
Phone	3105399400	Phone
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	12288652	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	597831	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	79957	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	79957	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	79957	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	305605	DividendsRevAndExpnss
Dividends Net Invst Incm	305605	DividendsNetInvstIncm
Dividends Adj Net Incm	305605	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	356105	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	6462889	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	356105	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	356105	NetSTCGAdjNetIncm
Other Income Rev And Expnss	-75622	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	-75622	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1263876	TotalRevenueAndExpenses
Total Net Investment Income	666045	TotalNetInvestmentIncome
Total Adjusted Net Income	741667	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	3500	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	3500	AccountingFeesNetInvstIncm
Interest Rev And Expnss	2453	InterestRevAndExpnss
Interest Net Invst Incm	2453	InterestNetInvstIncm
Taxes Rev And Expnss	13187	TaxesRevAndExpnss
Taxes Net Invst Incm	13187	TaxesNetInvstIncm
Other Expenses Rev And Expnss	25686	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	25686	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	44826	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	44826	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	536540	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	536540	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	581366	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	44826	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	536540	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	682510	ExcessOfRevenueOverExpenses
Net Investment Income	621219	NetInvestmentIncome
Adjusted Net Income	741667	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	5965	CashBOY
Cash EOY	340705	CashEOY
Cash EOYFMV	340705	CashEOYFMV
Investments Corp Stock BOY	10543407	InvestmentsCorpStockBOY
Investments Corp Stock EOY	11125504	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	11947947	InvestmentsCorpStockEOYFMV
Total Assets BOY	10549372	TotalAssetsBOY
Total Assets EOY	11466209	TotalAssetsEOY
Total Assets EOYFMV	12288652	TotalAssetsEOYFMV
Other Liabilities EOY	330000	OtherLiabilitiesEOY
Total Liabilities EOY	330000	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	10549372	CapitalStockBOY
Capital Stock EOY	11136209	CapitalStockEOY
Total Net Assets BOY	10549372	TotalNetAssetsBOY
Total Net Assets EOY	11136209	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	10549372	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	11466209	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	10549372	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	682510	ExcessOfRevenueOverExpenses
Other Increases	60964	OtherIncreases
Subtotal	11292846	Subtotal
Other Decreases	156637	OtherDecreases
Total Net Assets Fund Balances EOY	11136209	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
Long-Term UNIONBANC INVESTMENT #581283	P	2012-06-30	2012-06-30	290000	287951	2049	2049
KINDER MORGAN PARTNERSHIP	P	2012-06-30	2012-06-30	9677		9677	9677
ENERGY TRANSFER PARTNERS	P	2012-06-30	2012-06-30	757		757	757
Long-Term WHITTIER TRUST #9305	P	2012-06-30	2012-06-30	1660023	1301593	358430	358430
Short-Term WHITTIER TRUST #9305	P	2012-06-30	2012-06-30	1345201	1246814	98387	98387
Long-Term WELLS FARGO #8758	P	2012-06-30	2012-06-30	242869	229890	12979	12979
Short-Term WELLS FARGO #8758	P	2012-06-30	2012-06-30	278753	287408	-8655	-8655
Long-Term WELLS FARGO #0368	P	2012-06-30	2012-06-30	104756	108678	-3922	-3922
Short-Term WELLS FARGO #0368	P	2012-06-30	2012-06-30	60209	52846	7363	7363
Long-Term WELLS FARGO #0364	P	2012-06-30	2012-06-30	137928	119031	18897	18897
Short-Term WELLS FARGO #0364	P	2012-06-30	2012-06-30	5801	6171	-370	-370
Long-Term FIDELITY INVESTMENTS #114740	P	2012-06-30	2012-06-30	519910	465601	54309	54309
Short-Term FIDELITY INVESTMENTS #114740	P	2012-06-30	2012-06-30	94575	99637	-5062	-5062
Long-Term MORGAN STANLEY #131282	P	2012-06-30	2012-06-30	112020	112453	-433	-433
Short-Term MORGAN STANLEY #131282	P	2012-06-30	2012-06-30	4900	4327	573	573
Long-Term MORGAN STANLEY #74752	P	2012-06-30	2012-06-30	23436	23395	41	41
Long-Term MORGAN STANLEY #148733	P	2012-06-30	2012-06-30	1186093	1330495	-144402	-144402
Short-Term MORGAN STANLEY #148733	P	2012-06-30	2012-06-30	385981	430494	-44513	-44513

Field	Value	IRS element (for citing)
Capital Gain Net Income	356105	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	356105	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	506031	QualifyingDistributionsYear1
Noncharitable Assets Year1	10936125	NoncharitableAssetsYear1
Distribution Ratio Year1	0.04627	DistributionRatioYear1
Qualifying Distributions Year2	407685	QualifyingDistributionsYear2
Noncharitable Assets Year2	10253185	NoncharitableAssetsYear2
Distribution Ratio Year2	0.03976	DistributionRatioYear2
Qualifying Distributions Year3	415291	QualifyingDistributionsYear3
Noncharitable Assets Year3	8203195	NoncharitableAssetsYear3
Distribution Ratio Year3	0.05063	DistributionRatioYear3
Qualifying Distributions Year4	425795	QualifyingDistributionsYear4
Noncharitable Assets Year4	8281260	NoncharitableAssetsYear4
Distribution Ratio Year4	0.05142	DistributionRatioYear4
Qualifying Distributions Year5	324783	QualifyingDistributionsYear5
Noncharitable Assets Year5	9846340	NoncharitableAssetsYear5
Distribution Ratio Year5	0.03299	DistributionRatioYear5
Total Distribution Ratio	0.22106	TotalDistributionRatio
Average Distribution Ratio	0.04421	AverageDistributionRatio
Net Noncharitable Assets	11436413	NetNoncharitableAssets
Adjusted Noncharitable Assets	505627	AdjustedNoncharitableAssets
One Percent Net Investment Income	6212	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	511839	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	536540	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	6212	InvestmentIncomeExciseTax
Subtotal	6212	Subtotal
Tax Based On Investment Income	6212	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	7280	EstTaxPaymentsAndOverpayment
Total Credits And Payments	7280	TotalCreditsAndPayments
Overpayment	1068	Overpayment
Amount Credited To Next Year	1068	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GL SCHULER	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	3107913343	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	25550 HAWTHORNE BLVD SUITE 310	AddressLine1
City	TORRANCE	City
State	CA	State
ZIP Code	90505	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
KIMBERLY S WHITCOMBE
2800 VIA SEGOVIA	PALOS VERDES ESTATES	CA	90274	President	0.00	0
SCOTT D SCHULER
285 W 6TH STREET 518	SAN PEDRO	CA	90731	Vice President	0.00	0
HUNT SCHULER
10490 SW 136TH PLACE	BEAVERTON	OR	97008	Vice President	0.00	0
ROSALIE T SCHULER
25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	Secretary	0.00	0
GL SCHULER
25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	Vice President	0.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	11437237	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	173335	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	11610572	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	11610572	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	174159	CashDeemedCharitable
Net Noncharitable Assets	11436413	NetNoncharitableAssets
Minimum Investment Return	571821	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	571821	MinimumInvestmentReturn
Tax Based On Investment Income	6212	TaxBasedOnInvestmentIncome
Total Tax	6212	TotalTax
Distributable Amount Before Adj	565609	DistributableAmountBeforeAdj
Distributable Amount Before Ded	565609	DistributableAmountBeforeDed
Distributable Amount As Adjusted	565609	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	536540	ExpensesAndContributions
Qualifying Distributions	536540	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	6212	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	530328	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	565609	DistributableAmountAsAdjusted
Undistributed Income Prior Year	518442	UndistributedIncomePriorYear
Qualifying Distributions	536540	QualifyingDistributions
Applied To Year1	518442	AppliedToYear1
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	18098	AppliedToCurrentYear
Undistributed Income CY	547511	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (64 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
WARM BLANKETS ORPHAN CARE INTL
5105 TOLLVIEW DR 155	ROLLING MEADOWS	IL	60008	NONE	PUBLIC	FUNDS FOR CHARITY	$500
UNITED HOPE FOR ANIMALS
PO BOX 2349	PASADENA	CA	91102	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
PALOS VERDES GOLF CLUB
3301 VIA CAMPESINA	PVE	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$100
KIWANIS CLUB OF RHE
PO BOX 2856	PALOS VERDES	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
LEUKEMIA LYMPHOMA SOCIETY
17 SLEEPY HALLOW LANE	LADERA RANCH	CA	92694	NONE	PUBLIC	FUNDS FOR CHARITY	$600
SOUTH BAY LACROSSE ASSOCIATION
1500 Chelsea Road	PVE	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$1,000
POINT LOMA NAZARENE UNIVERSITY
3900 LOMALAND DRIVE	SAN DIEGO	CA	92106	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
EVERY NATION MINISTRIES
PO BOX 1787	BRENTWOOD	TN	37024	NONE	PUBLIC	FUNDS FOR CHARITY	$2,000
CATO INSTITUTE
1000 MASSACHUSSETTS AVE NW	WASHINGTON	DC	20077	NONE	PUBLIC	FUNDS FOR CHARITY	$500
VISTAS FOR CHILDREN
PO BOX 7000-251	REDONDO BEACH	CA	90277	NONE	PUBLIC	FUNDS FOR CHARITY	$700
DOORS OF HOPE WOMEN'S SHELTERFLATWA
525 BROAD AVENUE	WILMINGTON	CA	90744	NONE	PUBLIC	FUNDS FOR CHARITY	$14,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUE NE	WASHINGTON	DC	20002	NONE	PUBLIC	FUNDS FOR CHARITY	$1,000
CAMPUS CRUSADE FOR CHRIST
PO BOX 628222	ORLANDO	FL	32862	NONE	PUBLIC	FUNDS FOR CHARITY	$10,000
CHAMBER ORCHESTRA OF THE SOUTH BAY
PO BOX 2095	PALOS VERDES PENINSU	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$1,390
UNIVESITY OF SOUTHERN CALIFORNIA
3551 TROUSDALE PARKWAY	LOS ANGELES	CA	90089	NONE	PUBLIC	FUNDS FOR CHARITY	$35,000
LONG BEACH RESCUE MISSION
1430 PACIFIC AVENUE	LONG BEACH	CA	90801	NONE	PUBLIC	FUNDS FOR CHARITY	$2,000
COMMUNITY'S CHILD
PO BOX 367	HARBOR CITY	CA	90710	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
BOYS REPUBLIC
1907 BOYS REPUBLIC DRIVE	CHINO HILLS	CA	91709	NONE	PUBLIC	FUNDS FOR CHARITY	$2,000
BOY SCOUTS OF AMERICA
2333 SCOUT WAY	LOS ANGELES	CA	90026	NONE	PUBLIC	FUNDS FOR CHARITY	$10,000
HELP THE HOMELESS HELP THEMSELVES
PO BOX 3363	PALOS VERDES	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$1,000
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HWY	MALIBU	CA	90263	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
PV PENINSULA LAND CONSERVANCY
916 SILVER SPUR ROAD 207	ROLLING HILLS ESTATE	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$10,000
FELLOWSHIP OF CHRISTIAN ATHLETES
415 W TORRANCE BLVD	CARSON	CA	90745	NONE	PUBLIC	FUNDS FOR CHARITY	$7,000
DOWNTOWN BIBLE CLASS
PO BOX 19191	PORTLAND	OR	97280	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
ALPINE CAMP CONFRENCE CENTER
415 CLUB HOUSE DRIVE	BLUE JAY	CA	92317	NONE	PUBLIC	FUNDS FOR CHARITY	$20,000
PENNINSULA SYMPHONY ASSOC
PO BOX 2602	PALOS VERDES PENNISU	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$500
KINGS HARBOR CHURCH
226B CALLE MIRAMAR	REDONDO BEACH	CA	90277	NONE	PUBLIC	FUNDS OF CHARITY	$1,000
LOS ANGELES BIOMED
1124 WEST CARSON ST BLDG N-14RM21	TORRANCE	CA	90502	NONE	PUBLIC	FUNDS FOR CHARITY	$10,000
HORIZON CHRISTIAN COMMUNITY CHURCH
7427 SW COHO CT	TUATALIN	OR	97062	NONE	PUBLIC	FUNDS FOR CHARITY	$6,000
SONSHINE SPECIALIZED CAMPING MINIST
PO BOX 1527	WOODBRIDGE	CA	95258	NONE	PUBLIC	FUNDS FOR CHARITY	$15,000
JACKSON HOLE LAND TRUST
PO BOX 2897	JACKSON	WY	83001	NONE	PUBLIC	FUNDS FOR CHARITY	$500
SOLID ROCK
10500 SW NIMBUS AVE	PORTLAND	OR	97008	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
THE RIVER CHURCH
44 HITCHING	ROLLING HILLS ESTATE	CA	90274	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	$1,000
JANE'S HOUSE
PO BOX 167	PORT ORCHARD	WA	98366	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
PENINSULA COMMITTEE CHILDREN HOSPIT
PO BOX 801	ROLLING HILLS ESTATE	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$26,000
USC NORRIS CANCER CENTER
PO BOX 80220	LOS ANGELES	CA	90080	NONE	PUBLIC	FUNDS FOR CHARITY	$2,000
LOS ANGELES MISSION
303 EAST 5TH STREET	LOS ANGELES	CA	90013	NONE	PUBLIC	FUNDS FOR CHARITY	$2,000
BEACON LIGHT MISSION
525 BROAD AVENUE	WILMINGTON	CA	90744	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	$75,000
TORRANCE-SOUTH BAY YMCA
2900 W SEPULVEDA BLVD	TORRANCE	CA	90505	NONE	PUBLIC	FUNDS FOR CHARITY	$2,000
NORRIS CENTER PERFORMING ARTS
27570 CROSSFIELD DRIVE	ROLLING HILLS ESTATE	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$14,000
LITTLE SISTERS OF THE POOR
2100 SOUTH WESTERN AVE	SAN PEDRO	CA	90732	NONE	PUBLIC	FUNDS FOR CHARITY	$2,000
HABITAT FOR HUMANITY
17700 S FIGUEROA STREET	LOS ANGELES	CA	90248	NONE	PUBLIC	FUNDS FOR CHARITY	$2,000
CALIFORNIA HIGHWAY PATROL
2244 NORTH STATE COLLEGE BOULEVARD	FULLERTON	CA	92831	NONE	PUBLIC	FUNDS FOR CHARITY	$500
SWITZER CENTER
2201 AMAPOLA COURT	TORRANCE	CA	90501	NONE	PUBLIC	FUNDS FOR CHARITY	$1,000
PV HIGH SCHOOL BOOSTER CLUB
PO BOX 818	PALOS VERDES ESTATES	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$10,000
PROVIDENC TRINITYCARE HOSPICE FOUND
2601 AIRPORT DRIVE SUITE 230	TORRANCE	CA	90505	NONE	PUBLIC	FUNDS FOR CHARITY	$1,000
SAMARITAN'S PURSE
PO BOX 3000	BOONE	NC	28607	NONE	PUBLIC	FUNDS FOR CHARITY	$10,000
CHRYSALIS
1857 LINCOLN BLVD	SANTA MONICA	CA	90404	NONE	PUBLIC	FUNDS FOR CHARITY	$3,000
BIOLA UNIVERSITY
13800 BIOLA AVENUE	LA MIRADA	CA	90639	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
TORRANCE MEMORIAL MEDICAL CEN
3330 LOMITA BLVD	TORRANCE	CA	90505	NONE	PUBLIC	FUNDS FOR CHARITY	$33,250
LUIS PALAU EVANGELISTIC ASSOC
PO BOX 50	PORTLAND	OR	97207	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
VICTORY OUTREACH
759 E 223RD STREET	CARSON	CA	90745	NONE	PUBLIC	FUNDS FOR CHARITY	$1,000
YOUNG LIFE
PO BOX 520	COLORADO SPRINGS	CO	80901	NONE	PUBLIC	FUNDS FOR CHARITY	$20,000
WORLD VISION
PO BOX 70200	TACOMA	WA	98481	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
SOWERS INTERNATIONAL
PO BOX 2260	ORANGE	CA	92859	NONE	PUBLIC	FUNDS FOR CHARITY	$2,000
PENINSULA EDUCATION FOUNDATION
PO BOX 2632	PALOS VERDES PENINSU	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$15,000
HIS NESTING PLACE
350 EAST MARKET STREET	LONG BEACH	CA	90805	NONE	PUBLIC	FUNDS FOR CHARITY	$10,000
PROJECT MEXICO
7 EL PORTAL	PALOS VERDES ESTATES	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
ROLLING HILLS CONVENANT CHURCH
2222 PALOS VERDES DRIVE NORTH	ROLLING HILL ESTATES	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$36,000
PROVIDENCE LITTE COMPANY OF MARY FO
4101 TORRANCE BLVD	TORRANCE	CA	90503	NONE	PUBLIC	FUNDS FOR CHARITY	$15,000
OHSU MS CENTER OF OREGON
1121 SW SALMON STREET 200	PORTLAND	OR	97205	NONE	PUBLIC	FUNDS FOR CHARITY	$25,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	536540	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$79,957	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$305,605	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$356,105	ExclusionAmount

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescription	Unrelated Business IncomeUnrelatedBusinessIncomeAmount
KINDER MORGAN PARTNERSHIP	-$51,136
ENERGY TRANSFER PARTNERS	-$24,486

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	-$75,622	UnrelatedBusinessIncomeAmount
Exclusion	$741,667	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	666045	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (7 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Noncash Contribution TypeNoncashContributionType	Person Contribution TypePersonContributionType
7	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	54786	X
6	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	90673	X
5	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	96257	X
4	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	99267	X
3	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	98212	X
2	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	58638	X
1	GEORGE L SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	100000		X

Noncash Property NoncashProperty (6 entries)

Contributor Number From Part IContributorNumberFromPartI	Noncash Property DescriptionNoncashPropertyDescription	Fair Market ValueFairMarketValue	Date ReceivedDateReceived
7	754 SHARES PEPSICO	54786	2012-08-23
6	2,969 SHARES NATIONAL RETAIL	90673	2012-08-23
5	1,637 SHARES MACERICH	96257	2012-08-23
4	7,005.435 SHARES DUKE REALTY	99267	2012-08-23
3	4,300 SHARES CSX	98212	2012-08-23
2	500 SHARES COLGATE	58638	2012-08-23

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Amount	$3,500	Amount
Net Investment Income	3500	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (7 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
THE WHITTIER TRUST	5981710	6789472
MORGAN STANLEY #131282	1280911	1180916
WELLS FARGO #0364	601937	561176
UNIONBANC INVESTMENT OBP-581283	2096400	2187302
WELLS FARGO #8758	512432	566289
WELLS FARGO #0368	339014	344208
FIDELITY INVESTMENTS #114740	313100	318584

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	BOOK TO TAX DIFFERENCE IN RECORDING NON-CASH CONTRIBUTIONS	Description
Amount	$156,637	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
LICENSE FEES	150	150
INVESTMENT MANAGEMENT FEES	25536	25536

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
KINDER MORGAN PARTNERSHIP	-51136	-51136
ENERGY TRANSFER PARTNERS	-24486	-24486

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
NONTAXABLE DISTRIBUTIONS	$46,590
BOOK TO TAX DIFFERENCE IN FMV OF SECURITIES	$14,374

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	Note Payable	Description
EOY Book Value	330000	EOYBookValue

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
STATE TAXES	$10	10
FOREIGN TAXES	$6,553	6553
FEDERAL TAXES	$6,624	6624