2025-07-23T18:06:12-05:00 2024-12-31 562345716 HOAG & ROBI INC 2660 TOWNSGATE ROAD STE 330 WESTLAKE VILLAGE CA 91361 990PF 2024-01-01 956967787 ALICE C TYLER PERPETUAL TRUST ATTN ANDERS BROWN CHAIRMAN ALIC 2066698452 2431 WARREN AVENUE NORTH SEATTLE WA 98109 ANDERS BROWN CHAIRMAN 2066698452 2025-06-24 1 1 KELLY R WILSON P00104951 8054948414 2025-06-24 2024 2025-03-06 01:10:19Z X 15147337 X X 315441 315441 393064 2959810 393064 120 120 708625 708625 91460 9145 82315 8500 2125 6375 51377 38533 12844 19624 10779 0 52259 10452 41807 5131 1283 3848 228351 72317 147189 632935 632935 861286 72317 780124 -152661 636308 -1 -1 327909 580537 580537 10019 1174 1174 5262708 4641000 9356056 5145589 5370854 5209571 10746225 10593564 15147337 0 0 X 0 0 0 0 10746225 10593564 10746225 10593564 10746225 10593564 10746225 -152661 0 10593564 0 10593564 SHORT TERM SECURITIES 206795 232106 -25311 -25311 LONG TERM SECURITIES 2740104 2334640 405464 405464 CAPITAL GAINS DIVIDENDS P 12911 12911 12911 393064 8845 0 8845 0 8845 10019 0 0 0 10019 0 1174 1174 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 ACTPERPETUALTRUST.ORG HOAG ROBI INC 8054948414 2660 TOWNSGATE ROAD SUITE 330 WESTLAKE VILLAGE CA 91361 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTHA APPELLO 113 RIDGEVIEW LANE BLDG 4 MT ARLINGTON NJ 07856 TRUSTEE 2.00 9262 0 0 DR PAUL H BARBER 2046 GLENDON AVENUE LOS ANGELES CA 90025 TRUSTEE 2.00 9262 0 0 ALLYN E BROWN 31900 NE CANTER LANE SHERWOOD OR 97140 TRUSTEE 2.00 9262 0 0 COURTNEY L BROWN 119 NE MONROE STREET PORTLAND OR 97212 TRUSTEE 2.00 9262 0 0 JOHN HOAG 1013 WINDMILL ROAD DRIPPING SPRINGS TX 78620 TRUSTEE 2.00 9262 0 0 STEPHANIE PICKERING 4633 HUTSON DRIVE PARKDALE OR 97041 TRUSTEE 2.00 9262 0 0 NANCY SHARP 27152 B VIA CHICUELINA SAN JUAN CAPISTRANO CA 92675 TRUSTEE 2.00 9262 0 0 ANDERS M BROWN 2431 WARREN AVENUE NORTH SEATTLE WA 98109 CHAIRMAN/MANAGER/TRUSTEE 8.00 26626 0 0 NONE 0 NONE 0 0 14614387 462485 0 15076872 0 0 15076872 742690 14334182 716709 716709 8845 8845 707864 0 707864 0 707864 780124 0 780124 707864 0 0 16613 44018 60631 780124 0 0 0 707864 72260 0 0 132891 0 0 0 0 0 0 0 132891 16613 44018 72260 X BLACK IN MARINE SCIENCE 522 W RIVERSIDE AVE STE N SPOKANE WA 99201 N/A PC ENVIRONMENTAL PROGRAMS 40000 BLACK WOMEN IN ECOLOGY EVOLUTION AND MARINE SCIENCE INC 11216 SW 63RD TERRACE MIAMI FL 33173 N/A PC ENVIRONMENTAL PROGRAMS 40000 BLACKAT FOUNDATION 4920 NE 47TH AVENUE PORTLAND OR 97218 N/A PC PROGRAMS FOR AT-RISK YOUTH 2500 BOOKTRAILS PO BOX 771438 STEAMBOAT SPRINGS CO 80477 N/A PC ENVIRONMENTAL PROGRAMS 71362 CRAG LAW CENTER 3141 E BURNSIDE STREET PORTLAND OR 97214 N/A PC ENVIRONMENTAL PROGRAMS 70000 FOR THE GOOD 1002 COOPER AVENUE STE 100 GLENWOOD SPRINGS CO 81601 N/A PC PROGRAMS FOR AT-RISK YOUTH 2500 LAKE HOPATCONG FOUNDATION 125 LANDING ROAD LANDING NJ 07850 N/A PC ENVIRONMENTAL PROGRAMS 45000 LAUDATO SI' MOVEMENT 712 H STREET NE PMB 90321 WASHINGTON DC 20002 N/A PC ENVIRONMENTAL PROGRAMS 40000 NESTUCCA ANGLERS PO BOX 178 HEBO OR 97122 N/A PC ENVIRONMENTAL PROGRAMS 7295 OCEANOGRAPHIC TEACHING STATIONS 2 MANHATTAN BEACH BLVD PO BOX 1 MANHATTAN BEACH CA 90266 N/A PC ENVIRONMENTAL PROGRAMS 65000 OREGON ZOO FOUNDATION 4001 SW CANYON ROAD PORTLAND OR 97221 N/A PC ENVIRONMENTAL PROGRAMS 2500 TINLEY PARK ATHLETIC CLUB PO BOX 621 TINLEY PARK IL 60477 N/A PC PROGRAMS FOR AT-RISK YOUTH 2500 WATERSHED ASSOCIATION PO BOX 2534 WIMBERLEY TX 78676 N/A PC ENVIRONMENTAL PROGRAMS 25000 WETLANDS AND WILDLIFE CARE CENTER 21900 PACIFIC COAST HWY HUNTINGTON BEACH CA 92646 N/A PC ENVIRONMENTAL PROGRAMS 35170 WILDLIFE CENTER OF THE NORTH COAST 89686 HIGHWAY 202 ASTORIA OR 97103 N/A PC ENVIRONMENTAL PROGRAMS 2500 WOODLAND PARK ZOO 5500 PHINNEY AVENUE N SEATTLE WA 98103 N/A PC ENVIRONMENTAL PROGRAMS 50000 REWILD FOR JANE GOODALL INSTITUTE NEPAL PO BOX 129 AUSTIN TX 787671029 ENVIRONMENTAL PROGRAMS 30000 REWILD FOR WINN PO BOX 129 AUSTIN TX 787671029 ENVIRONMENTAL PROGRAMS 50000 REWILD FOR RARCCI PO BOX 129 AUSTIN TX 787671029 ENVIRONMENTAL PROGRAMS 5000 REWILD FOR BIONESIA PO BOX 129 AUSTIN TX 787671029 ENVIRONMENTAL PROGRAMS 46608 632935 0 14 315441 14 120 18 393064 0 708625 0 708625 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 8500 2125 6375 CASH DEEMED HELD FOR CHARITABLE PURPOSES INCLUDES THE FOLLOWING:GRANTS PAID IN CURRENT YEAR $632,9351/2 CURRENT OPERATING EXPENSES 109,755 ________TOTAL CASH HELD FOR CHARITABLE PURPOSES $742,690 CORPORATE & GOVT BONDS 5370854 5209571 STOCK, EQUITY FUNDS, OTHER 4641000 9356056 ADMIN & INTERNET EXPENSES 5131 1283 3848 MISC DISTRIBUTIONS 120 120 120 CUSTODIAN/INVESTMENT ADVISOR/ACCT MGMT 51377 38533 12844 CY FEDERAL EXCISE TAXES 8845 0 0 FOREIGN TAXES ON INVESTMENTS 10779 10779 0