efile Public Visual Render
ObjectId: 201533209349102363 - Submission: 2015-11-16
TIN: 11-3737518
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Information about Form 990-PF and its instructions is at
www.irs.gov/form990pf
.
OMB No. 1545-0052
20
14
Open to Public Inspection
For calendar year 2014, or tax year beginning
01-01-2014
, and ending
12-31-2014
Name of foundation
ATTIAS FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
11100 SANTA MONICA BL 400
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES
,
CA
90025
A Employer identification number
11-3737518
B
Telephone number (see instructions)
(310) 734-1234
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here .............
2.
Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year
(from Part II, col. (c),
line 16)
$
8,789,902
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
Sch. B
.............
3
Interest on savings and temporary cash investments
20
20
4
Dividends and interest from securities
...
246,492
246,492
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
406,930
b
Gross sales price for all assets on line 6a
1,781,450
7
Capital gain net income (from Part IV, line 2)
...
406,930
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
653,442
653,442
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
4,552
4,500
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
53,694
51,403
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
58,246
55,903
0
25
Contributions, gifts, grants paid
.......
474,228
474,228
26
Total expenses and disbursements.
Add lines 24 and 25
532,474
55,903
474,228
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
120,968
b
Net investment income
(if negative, enter -0-)
597,539
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2014)
Page 2
Form 990-PF (2014)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
129,795
136,400
136,400
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
722,646
746,941
732,246
b
Investments—corporate stock (attach schedule)
.......
4,924,267
4,848,532
6,819,354
c
Investments—corporate bonds (attach schedule)
.......
950,842
1,110,145
1,101,902
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
6,727,550
6,842,018
8,789,902
17
Accounts payable and accrued expenses
..........
18
Grants payable
..................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24
Unrestricted
..................
25
Temporarily restricted
...............
26
Permanently restricted
...............
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27
Capital stock, trust principal, or current funds
........
0
0
28
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
29
Retained earnings, accumulated income, endowment, or other funds
6,727,550
6,842,018
30
Total net assets or fund balances
(see instructions)
.....
6,727,550
6,842,018
31
Total liabilities and net assets/fund balances
(see instructions)
.
6,727,550
6,842,018
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return)
...............
1
6,727,550
2
Enter amount from Part I, line 27a
.....................
2
120,968
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
6,848,518
5
Decreases not included in line 2 (itemize)
5
6,500
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30
.
6
6,842,018
Form
990-PF
(2014)
Page 3
Form 990-PF (2014)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
299 SHS FHLMC PC GOLD COMB 30
P
2005-07-27
2014-01-15
b
190 SHS FRANKLIN RESOURCES INC
P
2008-07-15
2014-01-24
c
100 SHS PNC FINANCIAL SERVICES GROUP INC
P
2007-10-25
2014-01-24
d
130 SHS TJX COS INC
P
2008-10-16
2014-01-24
e
70 SHS 3M CO
P
2008-09-19
2014-01-24
88 SHS FNMA PASS-THRU LONG 30 YEAR
P
2005-08-05
2014-01-25
12000 SHS CONOCOPHILLIPS
P
2009-11-09
2014-01-31
745 SHS MATTEL INC
P
2010-10-07
2014-02-06
30000 SHS UNITED STATES TREAS NOTES
P
2006-11-10
2014-02-07
20000 SHS UNITED STATES TREAS NOTES
P
2013-03-08
2014-02-07
7733.876 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2007-12-03
2014-02-10
361.581 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2007-12-20
2014-02-10
43.068 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2007-12-20
2014-02-10
58.167 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2008-03-20
2014-02-10
33.133 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2008-06-20
2014-02-10
35.988 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2008-09-22
2014-02-10
69.534 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2008-12-22
2014-02-10
160.337 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2009-03-23
2014-02-10
72.835 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2009-06-22
2014-02-10
32.124 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2009-09-22
2014-02-10
41.458 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2009-12-22
2014-02-10
55.167 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2010-03-23
2014-02-10
36.733 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2010-06-22
2014-02-10
19.947 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2010-09-22
2014-02-10
32.773 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2010-12-22
2014-02-10
26.136 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2011-03-23
2014-02-10
24.436 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2011-06-22
2014-02-10
30.234 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2011-09-22
2014-02-10
24.394 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2011-12-21
2014-02-10
20.587 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2012-03-22
2014-02-10
30.92 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2012-06-21
2014-02-10
31.292 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2012-09-20
2014-02-10
23.297 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2012-12-20
2014-02-10
31.734 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2013-03-20
2014-02-10
26.311 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2013-06-20
2014-02-10
21.207 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2013-09-20
2014-02-10
34.655 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2013-12-20
2014-02-10
601.984 SHS VIRTUS OPPORT TR REAL ESTATE A
P
2013-12-20
2014-02-10
109 SHS FHLMC PC GOLD COMB 30
P
2005-07-27
2014-02-15
33 SHS FNMA PASS-THRU LONG 30 YEAR
P
2005-08-05
2014-02-25
153 SHS FHLMC PC GOLD COMB 30
P
2005-07-27
2014-03-15
1150 SHS ISHARES TR RUSSELL 1000 GROWTH
P
2006-03-08
2014-03-20
13 SHS FNMA PASS-THRU LONG 30 YEAR
P
2005-08-05
2014-03-25
177 SHS FHLMC PC GOLD COMB 30
P
2005-07-27
2014-04-15
46 SHS FNMA PASS-THRU LONG 30 YEAR
P
2005-08-05
2014-04-25
50000 SHS FEDERAL HOME LOAN BANKS
P
2014-02-13
2014-05-13
276 SHS FHLMC PC GOLD COMB 30
P
2005-07-27
2014-05-15
45000 SHS UNITED STATES TREAS NOTES
P
2013-03-08
2014-05-15
14 SHS FNMA PASS-THRU LONG 30 YEAR
P
2005-08-05
2014-05-25
1705 SHS ISHARES TR RUSSELL 1000 GROWTH
P
2006-03-08
2014-05-30
43 SHS UNION PACIFIC CORP
P
2007-01-19
2014-06-03
0.87 SHS TIME INC
P
2013-07-23
2014-06-12
171 SHS FHLMC PC GOLD COMB 30
P
2005-07-27
2014-06-15
92 SHS FNMA PASS-THRU LONG 30 YEAR
P
2005-08-05
2014-06-25
570 SHS BAXTER INTL INC
P
2012-10-17
2014-06-26
65 SHS BAXTER INTL INC
P
2013-05-01
2014-06-26
121.25 SHS NOW INC
P
2010-02-24
2014-06-26
36.25 SHS NOW INC
P
2010-05-19
2014-06-26
42.5 SHS NOW INC
P
2012-12-20
2014-06-26
79.12 SHS TIME INC
P
2013-07-23
2014-06-26
26.87 SHS TIME INC
P
2014-02-11
2014-06-26
22 SHS FHLMC PC GOLD COMB 30
P
2005-07-27
2014-07-15
555 SHS NOVARTIS AG SP ADR
P
2011-12-23
2014-07-24
81 SHS FNMA PASS-THRU LONG 30 YEAR
P
2005-08-05
2014-07-25
615 SHS AFLAC INC
P
2013-10-17
2014-08-06
50 SHS APACHE CORP
P
2008-08-26
2014-08-11
54 SHS APPLE INC
P
2012-05-24
2014-08-11
141 SHS LOWES COS INC
P
2012-07-31
2014-08-11
82 SHS NATIONAL OILWELL VARCO INC
P
2010-03-01
2014-08-11
363 SHS FHLMC PC GOLD COMB 30
P
2005-07-27
2014-08-15
14 SHS FNMA PASS-THRU LONG 30 YEAR
P
2005-08-05
2014-08-25
35 SHS JOHNSON & JOHNSON
P
2005-08-29
2014-08-26
180 SHS JOHNSON & JOHNSON
P
2007-08-09
2014-08-26
995 SHS ISHARES TR DJ SELECT DIV INDEX
P
2006-03-08
2014-09-09
20000 SHS UNITED STATES TREAS NTS
P
2014-03-10
2014-09-10
215 SHS FHLMC PC GOLD COMB 30
P
2005-07-27
2014-09-15
12 SHS FNMA PASS-THRU LONG 30 YEAR
P
2005-08-05
2014-09-25
515 SHS EMERSON ELECTRIC CO
P
2011-11-28
2014-10-15
695 SHS FRANKLIN RESOURCES INC
P
2008-07-15
2014-10-15
390 SHS FRANKLIN RESOURCES INC
P
2012-05-25
2014-10-15
141 SHS FHLMC PC GOLD COMB 30
P
2005-07-27
2014-10-15
15 SHS APACHE CORP
P
2008-08-26
2014-10-20
220 SHS APACHE CORP
P
2008-10-16
2014-10-20
145 SHS APACHE CORP
P
2012-12-26
2014-10-20
100 SHS PNC FINANCIAL SERVICES GROUP INC
P
2007-10-25
2014-10-20
125 SHS PNC FINANCIAL SERVICES GROUP INC
P
2008-01-22
2014-10-20
30 SHS PNC FINANCIAL SERVICES GROUP INC
P
2009-05-14
2014-10-20
110 SHS 3M CO
P
2008-09-19
2014-10-20
13 SHS FNMA PASS-THRU LONG 30 YEAR
P
2005-08-05
2014-10-25
16.75 SHS HALYARD HEALTH INC
P
2010-02-24
2014-11-06
21.25 SHS HALYARD HEALTH INC
P
2014-10-09
2014-11-06
0.75 SHS HALYARD HEALTH INC
P
2010-02-24
2014-11-06
50000 SHS FEDERAL NATL MTG ASSN
P
2010-11-09
2014-11-13
870 SHS COCA-COLA CO
P
2008-10-16
2014-11-14
197 SHS FHLMC PC GOLD COMB 30
P
2005-07-27
2014-11-15
55000 SHS EBAY INC
P
2010-11-15
2014-11-20
14 SHS FNMA PASS-THRU LONG 30 YEAR
P
2005-08-05
2014-11-25
86 SHS FHLMC PC GOLD COMB 30
P
2005-07-27
2014-12-15
FNMA PASS-THRU LONG 30 YEAR
P
2005-08-05
0.82 SHS VODAFONE GROUP PLC SPNSR ADR NO PAR
P
2009-03-06
2014-02-25
0.64 SHS VERIZON COMMUNICATIONS INC
P
2014-02-24
2014-02-27
45 SHS CRH PLC ADR
P
2009-08-03
2014-03-05
80 SHS CRH PLC ADR
P
2010-05-05
2014-03-05
335 SHS NEWCREST MINING LTD SP ADR
P
2013-01-25
2014-03-05
20 SHS TOTAL SA SP ADR
P
2005-08-03
2014-03-05
30 SHS TOTAL SA SP ADR
P
2006-10-19
2014-03-05
45 SHS TOTAL SA SP ADR
P
2007-12-06
2014-03-05
169 SHS VERIZON COMMUNICATIONS INC
P
2014-02-24
2014-03-06
80 SHS VODAFONE GROUP PLC SPNSR ADR NO PAR
P
2009-03-06
2014-03-18
122 SHS ADIDAS AG ADR
P
2010-11-04
2014-06-13
205 SHS CRH PLC ADR
P
2010-05-05
2014-06-13
69 SHS CRH PLC ADR
P
2010-09-14
2014-06-13
0.3 SHS AIR LIQUIDE ADR
P
2009-03-11
2014-07-15
94 SHS TESCO PLC SP ADR
P
2007-12-06
2014-09-12
145 SHS TESCO PLC SP ADR
P
2008-04-02
2014-09-12
345 SHS TESCO PLC SP ADR
P
2012-03-20
2014-09-12
350 SHS ASSA ABLOY ABM ADR
P
2013-05-07
2014-09-19
63 SHS ADIDAS AG ADR
P
2010-11-04
2014-10-28
145 SHS ADIDAS AG ADR
P
2011-01-19
2014-10-28
140 SHS ADVANCE AUTO PARTS INC
P
2013-07-26
2014-01-27
190 SHS COPART INC
P
2007-01-31
2014-01-27
78.8 SHS HEICO CORP CL A
P
1950-01-01
2014-01-27
314.2 SHS HEICO CORP CL A
P
2008-10-07
2014-01-27
85 SHS TECHNE CORP
P
2008-11-17
2014-01-27
195 SHS HENRY JACK & ASSOC INC
P
2006-06-16
2014-02-19
110 SHS ADVANCE AUTO PARTS INC
P
2013-07-26
2014-02-27
452 SHS WORLD FUEL SERVICES CORP
P
2007-03-12
2014-03-07
90 SHS ADVANCE AUTO PARTS INC
P
2013-07-26
2014-05-09
375 SHS HITTITE MICROWAVE CORP
P
2013-06-17
2014-06-17
344 SHS MICROS SYSTEMS INC
P
2013-01-22
2014-06-27
111 SHS MICROS SYSTEMS INC
P
2013-01-22
2014-06-27
15 SHS CORE LABORATORIES NV
P
2012-08-01
2014-07-31
29 SHS ANSYS INC
P
2008-10-17
2014-07-31
27 SHS BANK HAWAII CORP
P
2014-04-01
2014-07-31
23 SHS CHURCH & DWIGHT INC
P
2007-02-21
2014-07-31
53 SHS COHEN & STEERS INC
P
2012-08-14
2014-07-31
36 SHS DRESSER-RAND GROUP INC
P
2009-11-16
2014-07-31
62 SHS EATON VANCE CORP NON VTG
P
2005-08-03
2014-07-31
29 SHS EQUIFAX INC
P
2013-03-27
2014-07-31
34 SHS EXPEDITORS INTL WASH INC
P
2012-08-14
2014-07-31
37 SHS FACTSET RESEARCH SYSTEMS INC
P
2008-12-16
2014-07-31
40 SHS FIRST CASH FINANCIAL SERVICES INC
P
2014-03-04
2014-07-31
38 SHS HENRY JACK & ASSOC INC
P
2006-06-16
2014-07-31
34 SHS LANDSTAR SYSTEMS INC
P
2009-03-13
2014-07-31
26 SHS MSC INDUSTRIAL DIRECT INC CL A
P
2011-04-21
2014-07-31
48 SHS MSCI INC CL A
P
2012-09-27
2014-07-31
20 SHS NORDSON CORP
P
2012-06-06
2014-07-31
26 SHS RBC BEARINGS INC
P
2009-09-18
2014-07-31
24 SHS ROSS STORES INC
P
2010-06-16
2014-07-31
28 SHS SIRONA DENTAL SYSTEMS INC
P
2010-09-27
2014-07-31
24 SHS SNAP ON INC
P
2013-10-01
2014-07-31
16 SHS TECHNE CORP
P
2008-11-17
2014-07-31
22 SHS WABCO HOLDINGS INC
P
2013-09-11
2014-07-31
297 SHS COHEN & STEERS INC
P
2012-08-14
2014-08-20
8 SHS COHEN & STEERS INC
P
2013-01-08
2014-08-20
35 SHS LANDSTAR SYSTEMS INC
P
2009-03-13
2014-08-20
60 SHS LANDSTAR SYSTEMS INC
P
2010-11-10
2014-08-20
144 SHS MSC INDUSTRIAL DIRECT INC CL A
P
2011-04-21
2014-08-25
6 SHS MSC INDUSTRIAL DIRECT INC CL A
P
2011-08-18
2014-08-25
140 SHS CARBO CERAMICS INC
P
2014-08-20
2014-10-15
388 SHS EATON VANCE CORP NON VTG
P
2005-08-03
2014-11-13
290 SHS EATON VANCE CORP NON VTG
P
2011-12-28
2014-11-13
80 SHS FACTSET RESEARCH SYSTEMS INC
P
2008-12-16
2014-12-09
95 SHS ROSS STORES INC
P
2010-06-16
2014-12-09
48 SHS BIO TECHNE CORP
P
2008-11-12
2014-12-18
85 SHS BIO TECHNE CORP
P
2009-03-10
2014-12-18
95 SHS BIO TECHNE CORP
P
2013-02-08
2014-12-18
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
299
300
-1
b
11,081
5,676
5,405
c
8,402
6,828
1,574
d
7,814
1,597
6,217
e
9,583
4,847
4,736
88
94
-6
12,000
12,699
-699
26,909
17,519
9,390
30,373
30,012
361
20,248
20,241
7
264,808
242,225
22,583
12,381
10,345
2,036
1,475
1,232
243
1,992
1,710
282
1,134
961
173
1,232
1,018
214
2,381
1,172
1,209
5,490
2,099
3,391
2,494
1,043
1,451
1,100
685
415
1,420
920
500
1,889
1,335
554
1,258
894
364
683
527
156
1,122
899
223
895
744
151
837
746
91
1,035
792
243
835
726
109
705
671
34
1,059
1,026
33
1,071
1,086
-15
798
814
-16
1,087
1,148
-61
901
903
-2
726
761
-35
1,187
1,126
61
20,612
19,552
1,060
109
109
0
33
35
-2
153
153
0
100,527
60,237
40,290
13
13
0
177
178
-1
46
49
-3
50,000
50,000
0
276
277
-1
45,000
45,000
0
14
15
-1
151,001
89,308
61,693
8,460
2,054
6,406
20
18
2
171
172
-1
93
99
-6
42,021
34,775
7,246
4,792
4,512
280
4,317
2,069
2,248
1,291
535
756
1,513
1,148
365
1,843
1,636
207
626
576
50
22
22
0
49,187
31,275
17,912
81
87
-6
36,312
39,570
-3,258
5,028
5,765
-737
5,124
4,157
967
6,764
3,745
3,019
6,741
3,217
3,524
363
364
-1
14
15
-1
3,649
2,183
1,466
18,767
10,976
7,791
75,853
62,673
13,180
21,767
21,747
20
215
216
-1
12
13
-1
30,917
24,995
5,922
36,169
20,761
15,408
20,296
14,391
5,905
141
141
0
1,063
1,730
-667
15,589
13,851
1,738
10,274
11,666
-1,392
7,820
6,828
992
9,775
7,538
2,237
2,346
1,502
844
14,521
7,617
6,904
13
14
-1
604
335
269
766
761
5
29
15
14
50,000
50,000
0
36,836
17,852
18,984
197
198
-1
55,638
54,495
1,143
14
15
-1
86
87
-1
145
156
-11
34
25
9
29
30
-1
1,322
1,099
223
2,349
2,318
31
3,348
8,279
-4,931
1,294
1,237
57
1,941
2,019
-78
2,912
3,638
-726
7,938
7,895
43
3,016
2,477
539
6,437
3,966
2,471
5,890
5,941
-51
1,983
1,157
826
8
3
5
1,060
2,869
-1,809
1,635
3,393
-1,758
3,890
5,311
-1,421
8,942
6,796
2,146
2,334
2,048
286
5,372
4,638
734
16,456
11,581
4,875
6,874
2,768
4,106
3,451
3,451
13,761
4,295
9,466
7,967
5,727
2,240
11,175
3,713
7,462
13,933
9,100
4,833
20,195
9,630
10,565
10,846
7,445
3,401
29,209
19,950
9,259
23,385
15,063
8,322
7,527
4,860
2,667
2,217
1,691
526
2,233
937
1,296
1,509
1,614
-105
1,506
538
968
2,241
1,832
409
2,257
1,093
1,164
2,238
1,523
715
2,212
1,636
576
1,512
1,233
279
4,479
1,410
3,069
2,233
2,060
173
2,248
724
1,524
2,260
987
1,273
2,272
1,827
445
2,231
1,718
513
1,536
1,044
492
1,520
597
923
1,522
693
829
2,275
1,000
1,275
2,972
2,403
569
1,477
1,078
399
2,238
1,786
452
12,664
10,268
2,396
341
243
98
2,336
1,016
1,320
4,005
2,348
1,657
12,960
10,119
2,841
540
351
189
7,519
14,619
-7,100
17,869
9,528
8,341
13,356
6,833
6,523
10,954
3,049
7,905
8,628
2,745
5,883
4,429
3,234
1,195
7,844
3,982
3,862
8,766
6,576
2,190
500
500
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-1
b
5,405
c
1,574
d
6,217
e
4,736
-6
-699
9,390
361
7
22,583
2,036
243
282
173
214
1,209
3,391
1,451
415
500
554
364
156
223
151
91
243
109
34
33
-15
-16
-61
-2
-35
61
1,060
0
-2
0
40,290
0
-1
-3
0
-1
0
-1
61,693
6,406
2
-1
-6
7,246
280
2,248
756
365
207
50
0
17,912
-6
-3,258
-737
967
3,019
3,524
-1
-1
1,466
7,791
13,180
20
-1
-1
5,922
15,408
5,905
0
-667
1,738
-1,392
992
2,237
844
6,904
-1
269
5
14
0
18,984
-1
1,143
-1
-1
-11
9
-1
223
31
-4,931
57
-78
-726
43
539
2,471
-51
826
5
-1,809
-1,758
-1,421
2,146
286
734
4,875
4,106
3,451
9,466
2,240
7,462
4,833
10,565
3,401
9,259
8,322
2,667
526
1,296
-105
968
409
1,164
715
576
279
3,069
173
1,524
1,273
445
513
492
923
829
1,275
569
399
452
2,396
98
1,320
1,657
2,841
189
-7,100
8,341
6,523
7,905
5,883
1,195
3,862
2,190
500
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
406,930
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013
465,659
7,982,597
0.058334
2012
412,021
7,496,156
0.054964
2011
453,295
7,430,133
0.061008
2010
312,740
6,967,840
0.044883
2009
335,098
6,181,452
0.054210
2
Total
of line 1, column (d)
.....................
2
0.273399
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
.
.
.
3
0.054680
4
Enter the net value of noncharitable-use assets for 2014 from Part X, line 5
.....
4
8,509,325
5
Multiply line 4 by line 3
......................
5
465,290
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
5,975
7
Add lines 5 and 6
........................
7
471,265
8
Enter qualifying distributions from Part XII, line 4
.............
8
474,228
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form
990-PF
(2014)
Page 4
Form 990-PF (2014)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
5,975
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
5,975
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
5,975
6
Credits/Payments:
a
2014 estimated tax payments and 2013 overpayment credited to 2014
6a
5,094
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
7,500
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
12,594
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
6,619
11
Enter the amount of line 10 to be:
Credited to 2015 estimated tax
6,619
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2014)
Page 5
Form 990-PF (2014)
Page
5
Part VII-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions)
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement (see instructions)
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
FREEDMAN BRODER COMPANY
Telephone no.
(310) 734-1234
Located at
10100 SANTA MONICA BLVD 1050
LOS ANGELES
CA
ZIP+4
90067
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—Check here
.......
and enter the amount of tax-exempt interest received or accrued during the year
......
15
16
At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
16
No
See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)?
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2014?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2014?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2014 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2014.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
4b
No
Form
990-PF
(2014)
Page 6
Form 990-PF (2014)
Page
6
5a
During the year did the foundation pay or incur any amount to:
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? (see instructions)
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)?
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If yes, did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
ELAINE ATTIAS
CHIEF EXECUTIVE OFFICER
1.00
0
0
0
11100 SANTA MONICA BL 400
LOS ANGELES
,
CA
90025
DIANA ATTIAS
SECRETARY
1.00
0
0
0
11100 SANTA MONICA BL 400
LOS ANGELES
,
CA
90025
DANIEL ATTIAS
CHIEF FINANCIAL OFFICER
1.00
0
0
0
11100 SANTA MONICA BL 400
LOS ANGELES
,
CA
90025
JANE ATTIAS
VICE-PRESIDENT
0.00
0
0
0
11100 SANTA MONICA BL 400
LOS ANGELES
,
CA
90025
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2014)
Page 7
Form 990-PF (2014)
Page
7
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2014)
Page 8
Form 990-PF (2014)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations,see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
8,496,090
b
Average of monthly cash balances
.......................
1b
142,819
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
8,638,909
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
8,638,909
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
129,584
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
8,509,325
6
Minimum investment return.
Enter 5% of line 5
..................
6
425,466
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
425,466
2a
Tax on investment income for 2014 from Part VI, line 5
......
2a
5,975
b
Income tax for 2014. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
5,975
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
419,491
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
419,491
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
419,491
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
474,228
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
474,228
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b (see instructions)
.................
5
5,975
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
468,253
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2014)
Page 9
Form 990-PF (2014)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2013
(c)
2013
(d)
2014
1
Distributable amount for 2014 from Part XI, line 7
419,491
2
Undistributed income, if any, as of the end of 2014:
a
Enter amount for 2013 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2014:
a
From 2009
......
b
From 2010
......
c
From 2011
......
44,618
d
From 2012
......
42,565
e
From 2013
......
75,795
f
Total
of lines 3a through e
........
162,978
4
Qualifying distributions for 2014 from Part
XII, line 4:
$
474,228
a
Applied to 2013, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2014 distributable amount
.....
419,491
e
Remaining amount distributed out of corpus
54,737
5
Excess distributions carryover applied to 2014.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
217,715
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2013. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2014. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2015
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2009 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2015.
Subtract lines 7 and 8 from line 6a
......
217,715
10
Analysis of line 9:
a
Excess from 2010
....
b
Excess from 2011
....
44,618
c
Excess from 2012
....
42,565
d
Excess from 2013
....
75,795
e
Excess from 2014
....
54,737
Form
990-PF
(2014)
Page 10
Form 990-PF (2014)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2014, enter the date of the ruling
.......
2004-09-27
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2014
(b)
2013
(c)
2012
(d)
2011
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2014)
Page 11
Form 990-PF (2014)
Page
11
Part XV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ACLU FOUNDATION
125 BROAD STREET 18TH FLOOR
NEW YORK
,
NY
10004
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
5,000
ALTERNET
77 FEDERAL STREET
SAN FRANCISCO
,
CA
94107
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
5,000
AMERICANS FOR PEACH NOW
5870 W OLYMPIC BLVD
LOS ANGELES
,
CA
90036
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
1,000
ANTI-RECIDIVISM COALITION
448 S HILL STREET STE 908
LOS ANGELES
,
CA
90013
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
10,000
BRAIN & BEHAVIOR RESEARCH FOUNDATION
60 CUTTER MILL ROAD
GREAT NECK
,
NY
11021
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
120,000
CALIFORNIA COMMUNITY FOUNDATION
445 S FIGUEROA ST STE 3400
LOS ANGELES
,
CA
90071
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
68,000
CODE PINK
2010 LINDEN AVE
VENICE
,
CA
90291
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
7,500
COMMON CAUSE
1133 19TH STREET 9TH FL
NWWASHINGTON
,
DC
20036
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
2,000
CONSUMER REPORTS FOUNDATION
101 TRUMAN AVE
YONKERS
,
NY
10703
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
500
DANCING SQUIRREL PRODUCTIONS
264 S LA CIENEGA BL STE 1252
BEVERLY HILLS
,
CA
90211
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
100
DEMOCRACY NOW
PO BOX 693
NEW YORK
,
NY
10013
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
25,000
FACTS EDUCATION FUND
1137 E REDONDO BLVD
INGLEWOOD
,
CA
90302
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
1,500
FRIENDS OF IKAMVA LABANTU
215 OVERLOOK ROAD
NEW ROCHELLE
,
NY
10804
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
10,000
HEREDITARY DISEASE FOUNDATION
3960 BROARDWAY 6TH FLOOR
NEW YORK
,
NY
10032
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
10,000
HUMAN RIGHTS WATCH
350 5TH AVENUE 34TH FLOOR
NEW YORK
,
NY
10118
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
2,500
INNOCENCE PROJECT
100 FIFTH AVE 3RD FLOOR
NEW YORK
,
NY
10011
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
1,500
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREET
NEW YORK
,
NY
10168
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
10,000
J STREET EDUCATION FUND
1828 L STREET NE STE 240
WASHINGTON
,
DC
20036
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
10,000
JEWISH FUNDS FOR JUSTICE
330 SEVENTH AVENUE STE 1902
NEW YORK
,
NY
10001
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
5,000
KUSC
PO BOX 77913
LOS ANGELES
,
CA
90007
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
1,000
LIBERTY HILL FOUNDATION
2121 CLOVERFIELD BL 113
SANTA MONICA
,
CA
90404
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
55,000
MOSAIC
4218 1/2 SW ALASKA STE H
SEATTLE
,
WA
98116
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
5,000
NAMI
3803 N FAIRFAX DRIVE
ARLINGTON
,
VA
22203
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
10,000
NAMI CALIFORNIA
1010 HURLEY WAY STE 195
SACRAMENTO
,
CA
95825
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
2,500
OPCC
1453 16TH STREET
SANTA MONICA
,
CA
90404
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
15,000
PACIFIC NORTHWEST FRIENDS FSH RESEARCH
217 19TH PLACE
KIRLAND
,
WA
98033
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
2,500
PEN CENTER
PO BOX 6037
BEVERLY HILLS
,
CA
90212
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
2,700
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
434 WEST 33RD STREET
NEW YORK
,
NY
10001
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
2,500
PLANNED PARENTHOOD LOS ANGELES
400 WEST 30TH STREET
LOS ANGELES
,
CA
90007
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
1,500
PUBLIC CAMPAIGN
1133 19TH STREET 9TH FL
WASHINGTON
,
DC
20036
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
2,500
PUBLIC CITIZEN
1600 20TH STREET NW
WASHINGTON
,
DC
20009
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
500
SKIRBALL CULTURAL CENTER
2701 NO SEPULVEDA BLVD
LOS ANGELES
,
CA
90049
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
5,000
STEP UP ON SECOND
2701 OCEAN PARK BL STE 150
SANTA MONICA
,
CA
90405
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
5,000
THE BROAD STAGE
1900 PICO BLVD
SANTA MONICA
,
CA
90405
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
5,000
THE TRACKING PROJECT
POBOX 266
CORRALES
,
NM
87048
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
5,000
UCLA
10920 WILSHIRE BL STE 1400
LOS ANGELES
,
CA
90024
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
51,428
VENICE FAMILY CLINIC
604 ROSE AVENUE
VENICE
,
CA
90291
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
5,000
VIOLENCE PREVENTION COALITION
1000 N ALAMEDA BLSTE 240
LOS ANGELES
,
CA
90012
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
1,500
WESTSIDE FAMILY HEALTH CENTER
1711 OCEAN PARK BL
SANTA MONICA
,
CA
90405
NONE
PUBLIC CHARITY
SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE
1,000
Total
.................................
3a
474,228
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2014)
Page 12
Form 990-PF (2014)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
NONE
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash investments
...........
14
20
4
Dividends and interest from securities
....
14
246,492
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than inventory
............
14
500
406,430
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
..
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
247,012
406,430
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
653,442
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3
INVESTMENT INTEREST INCOME. NO RELATED ACTIVITY.
4
INVESTMENT DIVIDEND INCOME. NO RELATED ACTIVITY.
8
INVESTMENT CAPITAL GAIN INCOME. NO RELATED ACTIVITY.
Form
990-PF
(2014)
Page 13
Form 990-PF (2014)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2015-11-10
May the IRS discuss this return
with the preparer shown below
(see instr.)?
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
WILLIAM C BRODER
Preparer's Signature
Date
Check if self-
employed
PTIN
P00137499
Firm's name
FREEDMAN BRODER & COMPANY
Firm's EIN
95-4338170
Firm's address
11100 SANTA MONICA BLVD 400
LOS ANGELES
,
CA
90025
Phone no.
(310) 734-1234
Form
990-PF
(2014)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description