OARSMEN FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: OARSMEN FOUNDATION (EIN 33-0754362)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-05-16
IRS object ID: 201111369349101756
Schema version: 2010v3.2
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
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-16T10:17:04-07:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Rosenthal Pearson Fong & Frew LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2790 Skypark Drive Suite 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	2010-01-01	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	2011-05-16	DateSigned

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	2010	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	11272834	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	801392	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	111785	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	111785	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	111785	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	247253	DividendsRevAndExpnss
Dividends Net Invst Incm	247253	DividendsNetInvstIncm
Dividends Adj Net Incm	247253	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	543500	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	2729414	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	543500	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	145566	NetSTCGAdjNetIncm
Other Income Rev And Expnss	-57820	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	-57820	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1646110	TotalRevenueAndExpenses
Total Net Investment Income	844718	TotalNetInvestmentIncome
Total Adjusted Net Income	504604	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	2940	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2940	AccountingFeesNetInvstIncm
Interest Rev And Expnss	50	InterestRevAndExpnss
Interest Net Invst Incm	50	InterestNetInvstIncm
Taxes Rev And Expnss	13107	TaxesRevAndExpnss
Taxes Net Invst Incm	13107	TaxesNetInvstIncm
Deprec And Depletion Rev And Expnss	0	DeprecAndDepletionRevAndExpnss
Other Expenses Rev And Expnss	37473	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	37473	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	53570	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	53570	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	407685	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	407685	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	461255	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	53570	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	407685	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	1184855	ExcessOfRevenueOverExpenses
Net Investment Income	791148	NetInvestmentIncome
Adjusted Net Income	504604	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	4888	CashBOY
Cash EOY	213059	CashEOY
Cash EOYFMV	213059	CashEOYFMV
Investments Corp Stock BOY	8468269	InvestmentsCorpStockBOY
Investments Corp Stock EOY	9447714	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	11059775	InvestmentsCorpStockEOYFMV
Investments Other BOY	200000	InvestmentsOtherBOY
Total Assets BOY	8673157	TotalAssetsBOY
Total Assets EOY	9660773	TotalAssetsEOY
Total Assets EOYFMV	11272834	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	8673157	CapitalStockBOY
Capital Stock EOY	9660773	CapitalStockEOY
Total Net Assets BOY	8673157	TotalNetAssetsBOY
Total Net Assets EOY	9660773	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	8673157	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	9660773	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	8673157	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	1184855	ExcessOfRevenueOverExpenses
Other Increases	32469	OtherIncreases
Subtotal	9890481	Subtotal
Other Decreases	229708	OtherDecreases
Total Net Assets Fund Balances EOY	9660773	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)

Gain Or LossGainOrLoss	Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
1252
	Capital Gain Dividends
-3378	LONG TERM UNIONBANC INVESTMENT #581283	P	2010-06-30	2010-06-30	102722	106100	-3378
1708	SHORT TERM UNIONBANC INVESTMENT #581283	P	2010-06-30	2010-06-30	90000	88292	1708
-471	LONG TERM WELLS FARGO #8758	P	2010-06-30	2010-06-30	6913	7384	-471
-6355	SHORT TERM WELLS FARGO #8758	P	2010-06-30	2010-06-30	335651	342006	-6355
7521	LONG TERM WELLS FARGO #0368	P	2010-06-30	2010-06-30	101390	93869	7521
8561	SHORT TERM WELLS FARGO #0368	P	2010-06-30	2010-06-30	42728	34167	8561
63528	LONG TERM WELLS FARGO #0364	P	2010-06-30	2010-06-30	119520	55992	63528
41115	SHORT TERM WELLS FARGO #0364	P	2010-06-30	2010-06-30	99402	58287	41115
19224	LONG TERM FIDELITY INVESTMENTS #114740	P	2010-06-30	2010-06-30	100552	81328	19224
71565	SHORT TERM FIDELITY INVESTMENTS #114740	P	2010-06-30	2010-06-30	406464	334899	71565
9660	SHORT TERM MORGAN STANLEY #148631	P	2010-06-30	2010-06-30	209660	200000	9660
19312	SHORT TERM MORGAN STANLEY #74752	P	2010-06-30	2010-06-30	219312	200000	19312
310258	LONG TERM MORGAN STANLEY #148733	P	2010-06-30	2010-06-30	893848	583590	310258

Field	Value	IRS element (for citing)
Capital Gain Net Income	543500	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	145566	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	415291	QualifyingDistributionsYear1
Noncharitable Assets Year1	8203195	NoncharitableAssetsYear1
Distribution Ratio Year1	0.05063	DistributionRatioYear1
Qualifying Distributions Year2	425795	QualifyingDistributionsYear2
Noncharitable Assets Year2	8281260	NoncharitableAssetsYear2
Distribution Ratio Year2	0.05142	DistributionRatioYear2
Qualifying Distributions Year3	324783	QualifyingDistributionsYear3
Noncharitable Assets Year3	9846340	NoncharitableAssetsYear3
Distribution Ratio Year3	0.03299	DistributionRatioYear3
Qualifying Distributions Year4	424414	QualifyingDistributionsYear4
Noncharitable Assets Year4	8527376	NoncharitableAssetsYear4
Distribution Ratio Year4	0.04977	DistributionRatioYear4
Qualifying Distributions Year5	263020	QualifyingDistributionsYear5
Noncharitable Assets Year5	7514397	NoncharitableAssetsYear5
Distribution Ratio Year5	0.03500	DistributionRatioYear5
Total Distribution Ratio	0.21980	TotalDistributionRatio
Average Distribution Ratio	0.04396	AverageDistributionRatio
Net Noncharitable Assets	10253185	NetNoncharitableAssets
Adjusted Noncharitable Assets	450730	AdjustedNoncharitableAssets
One Percent Net Investment Income	7911	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	458641	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	407685	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	15823	InvestmentIncomeExciseTax
Subtotal	15823	Subtotal
Tax Based On Investment Income	15823	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	2080	EstTaxPaymentsAndOverpayment
Total Credits And Payments	2080	TotalCreditsAndPayments
Tax Due	13743	TaxDue
Amount Credited To Next Year	0	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 (6 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	Secretary	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	Vice President	0.00	0
GL SCHULER
25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	Vice President	0.00	0
JOHN WHITCOMBE
2800 VIA SEGOVIA	PALOS VERDES ESTATES	CA	90274	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	10300349	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	108976	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	10409325	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	10409325	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	156140	CashDeemedCharitable
Net Noncharitable Assets	10253185	NetNoncharitableAssets
Minimum Investment Return	512659	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	512659	MinimumInvestmentReturn
Tax Based On Investment Income	15823	TaxBasedOnInvestmentIncome
Total Tax	15823	TotalTax
Distributable Amount Before Adj	496836	DistributableAmountBeforeAdj
Distributable Amount Before Ded	496836	DistributableAmountBeforeDed
Distributable Amount As Adjusted	496836	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	407685	ExpensesAndContributions
Qualifying Distributions	407685	QualifyingDistributions
Adj Qualifying Distributions	407685	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	496836	DistributableAmountAsAdjusted
Undistributed Income Prior Year	403044	UndistributedIncomePriorYear
Qualifying Distributions	407685	QualifyingDistributions
Applied To Year1	403044	AppliedToYear1
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	4641	AppliedToCurrentYear
Undistributed Income CY	492195	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
UNIVESITY OF SOUTHERN CALIFORNIA
3551 TROUSDALE PARKWAY	LOS ANGELES	CA	90089	NONE	PUBLIC	FUNDS FOR CHARITY	$10,500
SANTIAM CHRISTIAN SCHOOLS
2318 HERITAGE WAY SE	ALBANY	OR	97322	NONE	PUBLIC	FUNDS FOR CHARITY	$3,000
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	$7,000
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	$5,000
WORLD OUTREACH MINISTRIES
PO BOX B	MARIETTA	GA	30061	NONE	PUBLIC	FUNDS FOR CHARITY	$500
PALOS VERDES EXECUTIVE FELLOWSHIP
3655 TORRANCE BLVD SUITE 420	TORRANCE	CA	90503	NONE	PUBLIC	FUNDS FOR CHARITY	$450
USA WATER POLO
2124 MAIN STREET 210	HUNTINGTON BEACH	CA	92648	NONE	PUBLIC	FUNDS FOR CHARITY	$100
BILLY GRAHAM EVANGELISTIC ASSOCIATI
1 BILLY GRAHAM PARKWAY	CHARLOTTE	NC	28201	NONE	PUBLIC	FUNDS FOR CHARITY	$500
HELP THE HOMELESS HELP THEMSELVES
PO BOX 3363	PALOS VERDES	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$1,610
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	$500
FELLOWSHIP OF CHRISTIAN ATHLETES
415 W TORRANCE BLVD	CARSON	CA	90745	NONE	PUBLIC	FUNDS FOR CHARITY	$7,000
EDSF-DH SCHOLARSHIP
608 SILVER SPUR RD STE 280	ROLLING HILLS ESTATE	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	-$100
DOWNTOWN BIBLE CLASS
PO BOX 19191	PORTLAND	OR	97280	NONE	PUBLIC	FUNDS FOR CHARITY	$5,000
COMMUNITY ASSOC OF PENINSULA
27570 CROSSFIELD DRIVE	ROLLING HILLS ESTATE	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
PARENTEEN
PO BOX 1356	TORRANCE	CA	90505	NONE	PUBLIC	FUNDS FOR CHARITY	$200
PENNINSULA SYMPHONY ASSOC
PO BOX 2602	PALOS VERDES PENNISU	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$250
JOSE ZAYAS EVANGELISM INTERNATIONAL
PO BOX 1	PORTLAND	OR	97207	NONE	PUBLIC	FUNDS FOR CHARITY	$700
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	$500
LOS ANGELES BIOMED
1124 WEST CARSON ST BLDG N-14RM21	TORRANCE	CA	90502	NONE	PUBLIC	FUNDS FOR CHARITY	$1,000
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	$15,000
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
BRIDGES OF HOPE
PO BOX 6947	SANTA BARBARA	CA	93160	NONE	PUBLIC	FUNDS FOR CHARITY	$15,000
CHAMBER ORCHESTRA OF SOUTH BAY
PO BOX 2095	PV PENINSULA	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$850
PENINSULA COMMITTEE CHILDREN HOSPIT
PO BOX 801	ROLLING HILLS ESTATE	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$27,900
USC NORRIS CANCER CENTER
1441 EASTLAKE AVE	LOS ANGLES	CA	90089	NONE	PUBLIC	FUNDS FOR CHARITY	$1,000
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	$500
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	$2,100
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
TRINITYCARE HOSPICE FOUNDATION
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	$2,000
BIOLA UNIVERSITY
13800 BIOLA AVENUE	LA MIRADA	CA	90639	NONE	PUBLIC	FUNDS FOR CHARITY	$10,000
TORRANCE MEMORIAL MEDICAL CEN
3330 LOMITA BLVD	TORRANCE	CA	90505	NONE	PUBLIC	FUNDS FOR CHARITY	$25,000
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	$5,000
PENINSULA EDUCATION FOUNDATION
PO BOX 2632	PALOS VERDES PENINSU	CA	90274	NONE	PUBLIC	FUNDS FOR CHARITY	$8,125
HIS NESTING PLACE
350 EAST MARKET STREET	LONG BEACH	CA	90805	NONE	PUBLIC	FUNDS FOR CHARITY	$10,000
PROJECT MEXICO
NO 2 JOHNS CANYON ROAD	ROLLING HILLS	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	$35,000
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	407685	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	$111,785	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$247,253	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$543,500	ExclusionAmount

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	KINDER MORGAN PARTNERSHIP	Description
Unrelated Business Income	-$57,820	UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	-$57,820	UnrelatedBusinessIncomeAmount
Exclusion	$902,538	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	844718	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 (5 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Noncash Contribution TypeNoncashContributionType	Person Contribution TypePersonContributionType
5	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	368754	X
4	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	94800	X
3	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	123168	X
2	GEORGE ROSALIE SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	114670	X
1	GEORGE L SCHULER	25550 HAWTHORNE BLVD 310	TORRANCE	CA	90505	100000		X

Noncash Property NoncashProperty (4 entries)

Contributor Number From Part IContributorNumberFromPartI	Noncash Property DescriptionNoncashPropertyDescription	Fair Market ValueFairMarketValue	Date ReceivedDateReceived
5	12300 SHARES REPUBLIC SERVICES	368754	2010-12-15
4	1000 SHARES OCCIDENTAL PETROLEUM	94800	2010-12-15
3	1600 SHARES MCDONALDS CORP	123168	2010-12-15
2	500 SHARES CNOCCLTD ADS	114670	2010-12-15

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$2,940	Amount
Net Investment Income	2940	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (6 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
WELLS FARGO #0364	529528	623102
UNIONBANC INVESTMENT OBP-581283	2980221	3091042
MORGAN STANLEY #148733	2694068	3190999
WELLS FARGO #8758	469613	556853
WELLS FARGO #0368	283966	341884
FIDELITY INVESTMENTS #114740	2490318	3255895

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	$229,708	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
LICENSE FEES	75	75
INVESTMENT MANAGEMENT FEES	37398	37398

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	KINDER MORGAN PARTNERSHIP	Description
Revenue And Expenses Per Books	-57820	RevenueAndExpensesPerBooks
Net Investment Income	-57820	NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
NONTAXABLE DISTRIBUTIONS	$7,792
BOOK TO TAX DIFFERENCE IN FMV OF SECURITIES	$24,677

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
STATE TAXES	$10	10
FOREIGN TAXES	$10,708	10708
FEDERAL TAXES	$2,389	2389