OARSMEN FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: OARSMEN FOUNDATION (EIN 33-0754362)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-06-11
IRS object ID: 201221639349100207
Schema version: 2011v1.2
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
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-06-11T10:37:05-07:00	Timestamp
Tax Period End Date	2011-12-31	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	2790 Skypark Dr Ste 306	AddressLine1
City	Torrance	City
State	CA	State
ZIP Code	90505	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	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	2012-06-11	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

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

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	10932551	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	813540	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	108794	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	108794	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	108794	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	293814	DividendsRevAndExpnss
Dividends Net Invst Incm	293814	DividendsNetInvstIncm
Dividends Adj Net Incm	293814	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	445097	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	2754201	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	445097	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	445097	NetSTCGAdjNetIncm
Other Income Rev And Expnss	-39697	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	-39697	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1621548	TotalRevenueAndExpenses
Total Net Investment Income	808008	TotalNetInvestmentIncome
Total Adjusted Net Income	847705	TotalAdjustedNetIncome
Legal Fees Rev And Expnss	20	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	20	LegalFeesNetInvstIncm
Accounting Fees Rev And Expnss	2995	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2995	AccountingFeesNetInvstIncm
Interest Rev And Expnss	31	InterestRevAndExpnss
Interest Net Invst Incm	31	InterestNetInvstIncm
Taxes Rev And Expnss	35701	TaxesRevAndExpnss
Taxes Net Invst Incm	35701	TaxesNetInvstIncm
Other Expenses Rev And Expnss	42881	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	42881	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	81628	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	81628	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	513295	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	513295	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	594923	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	81628	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	513295	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	1026625	ExcessOfRevenueOverExpenses
Net Investment Income	726380	NetInvestmentIncome
Adjusted Net Income	847705	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	213059	CashBOY
Cash EOY	5965	CashEOY
Cash EOYFMV	5965	CashEOYFMV
Investments Corp Stock BOY	9447714	InvestmentsCorpStockBOY
Investments Corp Stock EOY	10543407	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	10926586	InvestmentsCorpStockEOYFMV
Total Assets BOY	9660773	TotalAssetsBOY
Total Assets EOY	10549372	TotalAssetsEOY
Total Assets EOYFMV	10932551	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	9660773	CapitalStockBOY
Capital Stock EOY	10549372	CapitalStockEOY
Total Net Assets BOY	9660773	TotalNetAssetsBOY
Total Net Assets EOY	10549372	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	9660773	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	10549372	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	9660773	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	1026625	ExcessOfRevenueOverExpenses
Other Increases	35510	OtherIncreases
Subtotal	10722908	Subtotal
Other Decreases	173536	OtherDecreases
Total Net Assets Fund Balances EOY	10549372	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 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	2011-06-30	2011-06-30	590000	595870	-5870	-5870
LONG-TERM WELLS FARGO #8758	P	2011-06-30	2011-06-30	210138	172868	37270	37270
SHORT-TERM WELLS FARGO #8758	P	2011-06-30	2011-06-30	180702	188959	-8257	-8257
LONG-TERM WELLS FARGO #0368	P	2011-06-30	2011-06-30	152485	108014	44471	44471
SHORT-TERM WELLS FARGO #0368	P	2011-06-30	2011-06-30	53479	53103	376	376
LONG-TERM WELLS FARGO #0364	P	2011-06-30	2011-06-30	127162	101703	25459	25459
SHORT-TERM WELLS FARGO #0364	P	2011-06-30	2011-06-30	37818	35803	2015	2015
CAP GAIN DIST FIDELITY INVESTMENTS #114740	P	2011-06-30	2011-06-30	177		177	177
LONG-TERM FIDELITY INVESTMENTS #114740	P	2011-06-30	2011-06-30	414365	272126	142239	142239
SHORT-TERM FIDELITY INVESTMENTS #114740	P	2011-06-30	2011-06-30	136084	117665	18419	18419
LONG-TERM MORGAN STANLEY #148733	P	2011-06-30	2011-06-30	645076	494828	150248	150248
SHORT-TERM MORGAN STANLEY #148733	P	2011-06-30	2011-06-30	206715	168165	38550	38550

Field	Value	IRS element (for citing)
Capital Gain Net Income	445097	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	445097	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	407685	QualifyingDistributionsYear1
Noncharitable Assets Year1	10253185	NoncharitableAssetsYear1
Distribution Ratio Year1	0.03976	DistributionRatioYear1
Qualifying Distributions Year2	415291	QualifyingDistributionsYear2
Noncharitable Assets Year2	8203195	NoncharitableAssetsYear2
Distribution Ratio Year2	0.05063	DistributionRatioYear2
Qualifying Distributions Year3	425795	QualifyingDistributionsYear3
Noncharitable Assets Year3	8281260	NoncharitableAssetsYear3
Distribution Ratio Year3	0.05142	DistributionRatioYear3
Qualifying Distributions Year4	324783	QualifyingDistributionsYear4
Noncharitable Assets Year4	9846340	NoncharitableAssetsYear4
Distribution Ratio Year4	0.03299	DistributionRatioYear4
Qualifying Distributions Year5	424414	QualifyingDistributionsYear5
Noncharitable Assets Year5	8527376	NoncharitableAssetsYear5
Distribution Ratio Year5	0.04977	DistributionRatioYear5
Total Distribution Ratio	0.22456	TotalDistributionRatio
Average Distribution Ratio	0.04491	AverageDistributionRatio
Net Noncharitable Assets	10936125	NetNoncharitableAssets
Adjusted Noncharitable Assets	491163	AdjustedNoncharitableAssets
One Percent Net Investment Income	7264	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	498427	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	513295	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	7264	InvestmentIncomeExciseTax
Subtotal	7264	Subtotal
Tax Based On Investment Income	7264	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	7920	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	1820	TaxPaidWithExtension
Total Credits And Payments	9740	TotalCreditsAndPayments
Overpayment	2476	Overpayment
Amount Credited To Next Year	2476	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	10993151	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	109514	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	11102665	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	11102665	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	166540	CashDeemedCharitable
Net Noncharitable Assets	10936125	NetNoncharitableAssets
Minimum Investment Return	546806	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	546806	MinimumInvestmentReturn
Tax Based On Investment Income	7264	TaxBasedOnInvestmentIncome
Total Tax	7264	TotalTax
Distributable Amount Before Adj	539542	DistributableAmountBeforeAdj
Distributable Amount Before Ded	539542	DistributableAmountBeforeDed
Distributable Amount As Adjusted	539542	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	513295	ExpensesAndContributions
Qualifying Distributions	513295	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	7264	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	506031	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	539542	DistributableAmountAsAdjusted
Undistributed Income Prior Year	492195	UndistributedIncomePriorYear
Qualifying Distributions	513295	QualifyingDistributions
Applied To Year1	492195	AppliedToYear1
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	21100	AppliedToCurrentYear
Undistributed Income CY	518442	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (62 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
POINT LOMA NAZARENE UNIVERSITY
3900 LOMALAND DRIVE	SAN DIEGO	CA	92106	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
FOCAL POINT MINISTRIES
PO BOX 2850	LAGUNA HILLS	CA	92654	NONE	PUBLIC	FUNDS FOR CHARITY	$2,000
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	$1,050
DOORS OF HOPE WOMEN'S SHELTERFLATWA
525 BROAD AVENUE	WILMINGTON	CA	90744	NONE	PUBLIC	FUNDS FOR CHARITY	$21,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUE NE	WASHINGTON	DC	20002	NONE	PUBLIC	FUNDS FOR CHARITY	$600
UNITED STATES OLYMPIC COMMITTEE
PO BOX 7010	ALBERT LEA	MN	56007	NONE	PUBLIC	FUNDS FOR CHARITY	$100
CAMPUS CRUSADE FOR CHRIST
PO BOX 628222	ORLANDO	FL	32862	NONE	PUBLIC	FUNDS FOR CHARITY	$10,300
CHAMBER ORCHESTRA OF THE SOUTH BAY
PO BOX 2095	PALOS VERDES PENINSU	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$1,370
KIDS AROUND THE WORLD
30 HIDDEN VALLEY ROAD	ROLLING HILLS ESTATE	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$500
UNIVESITY OF SOUTHERN CALIFORNIA
3551 TROUSDALE PARKWAY	LOS ANGELES	CA	90089	NONE	PUBLIC	FUNDS FOR CHARITY	$35,000
PV SEA KING BASEBALL CAPITAL
PO BOX 2331	PALOS VERDES ESTATES	CA	90274	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
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	$5,000
BOY SCOUTS OF AMERICA
2333 SCOUT WAY	LOS ANGELES	CA	90026	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
HELP THE HOMELESS HELP THEMSELVES
PO BOX 3363	PALOS VERDES	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$200
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
CHILDREN'S HOSPITAL
4650 SUNSET BLVD	LOS ANGELES	CA	90054	NONE	PUBLIC	FUNDS FOR CHARITY	$250
LOS ANGELES BIOMED
1124 WEST CARSON ST BLDG N-14RM21	TORRANCE	CA	90502	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
HORIZON CHRISTIAN COMMUNITY CHURCH
7427 SW COHO CT	TUATALIN	OR	97062	NONE	PUBLIC	FUNDS FOR CHARITY	$10,000
SONSHINE SPECIALIZED CAMPING MINIST
PO BOX 1527	WOODBRIDGE	CA	95258	NONE	PUBLIC	FUNDS FOR CHARITY	$20,500
JACKSON HOLE LAND TRUST
PO BOX 2897	JACKSON	WY	83001	NONE	PUBLIC	FUNDS FOR CHARITY	$1,000
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	$26,500
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	$1,000
BEACON LIGHT MISSION
525 BROAD AVENUE	WILMINGTON	CA	90744	NONE	PUBLIC	FUNDS FOR CHARITY	$20,000
PALOS VERDES ART CENTER
5504 W CRESTRIDGE RD	RANCHO PALOS VERDES	CA	90275	NONE	PUBLIC	FUNDS FOR CHARITY	$1,000
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	$15,000
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	$1,000
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
TRINITYCARE HOSPICE FOUNDATION
2601 AIRPORT DRIVE SUITE 230	TORRANCE	CA	90505	NONE	PUBLIC	FUNDS FOR CHARITY	$1,500
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	$2,000
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	$38,250
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	$15,075
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	$5,000
PENINSULA EDUCATION FOUNDATION
PO BOX 2632	PALOS VERDES PENINSU	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$21,000
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	$45,100
PROVIDENCE LITTE COMPANY OF MARY FO
4101 TORRANCE BLVD	TORRANCE	CA	90503	NONE	PUBLIC	FUNDS FOR CHARITY	$25,000
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	513295	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	$108,794	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$293,814	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$445,097	ExclusionAmount

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	KINDER MORGAN PARTNERSHIP	Description
Unrelated Business Income	-$39,697	UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	-$39,697	UnrelatedBusinessIncomeAmount
Exclusion	$847,705	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	808008	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 (14 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType	Noncash Contribution TypeNoncashContributionType
14	JOHN KIMBERLY WHITCOMBE	21515 HAWTHORNE BLVD 450	TORRANCE	CA	90505	5000	X
13	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	58035		X
12	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	43760		X
11	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	57630		X
10	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	45290		X
9	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	67125		X
8	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	64940		X
7	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	48580		X
6	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	57480		X
5	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	117425		X
4	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	45270		X
3	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	36270		X
2	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	66735		X
1	GEORGE L SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	100000	X

Noncash Property NoncashProperty (12 entries)

Contributor Number From Part IContributorNumberFromPartI	Noncash Property DescriptionNoncashPropertyDescription	Fair Market ValueFairMarketValue	Date ReceivedDateReceived
13	500 SHARES PETROCHINA	58035	2011-12-15
12	500 SHARES OCCIDENTAL	43760	2011-12-15
11	1500 SHARES VERIZON	57630	2011-12-15
10	500 SHARES COLGATE PALMOLIVE	45290	2011-12-15
9	750 SHARES FEDERAL REALTY	67125	2011-12-15
8	500 SHARES PETROCHINA	64940	2011-12-06
7	500 SHARES OCCIDENTAL	48580	2011-12-06
6	1500 SHARES VERIZON	57480	2011-12-06
5	117425 SHARES BERSHIRE HATHAWAY	117425	2011-12-06
4	500 SHARES COLGATE PALMOLIVE	45270	2011-12-06
3	500 SHARES CONOCO PHILLIPS	36270	2011-12-06
2	750 SHARES FEDERAL REALTY	66735	2011-12-06

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$2,995	Amount
Net Investment Income	2995	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
Wells Fargo #0366	59	59
WELLS FARGO #0364	570320	488413
UNIONBANC INVESTMENT OBP-581283	2384351	2373199
MORGAN STANLEY #148733	2953221	2513858
WELLS FARGO #8758	503435	499359
WELLS FARGO #0368	330671	315231
FIDELITY INVESTMENTS #114740	3801350	4736467

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$20	Amount
Net Investment Income	20	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescription	AmountAmount
PENALTIES	$370
BOOK TO TAX DIFFERENCE IN RECORDING NON-CASH CONTRIBUTIONS	$173,166

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	42731	42731

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	KINDER MORGAN PARTNERSHIP	Description
Revenue And Expenses Per Books	-39697	RevenueAndExpensesPerBooks
Net Investment Income	-39697	NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
NONTAXABLE DISTRIBUTIONS	$24,741
BOOK TO TAX DIFFERENCE IN FMV OF SECURITIES	$10,769

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
STATE TAXES	$10	10
FOREIGN TAXES	$14,028	14028
FEDERAL TAXES	$21,663	21663