efile Public Visual Render
ObjectId: 201613079349100966 - Submission: 2016-11-02
TIN: 91-2172529
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
15
Open to Public Inspection
For calendar year 2015, or tax year beginning
01-01-2015
, and ending
12-31-2015
Name of foundation
DAVID & SYLVIA WEISZ FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
1888 CENTURY PARK EAST NO 900
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES
,
CA
90067
A Employer identification number
91-2172529
B
Telephone number (see instructions)
(310) 284-8856
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)
$
8,838,144
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
32,775
32,775
4
Dividends and interest from securities
...
108,860
108,860
5a
Gross rents
............
128,793
128,793
b
Net rental income or (loss)
13,267
6a
Net gain or (loss) from sale of assets not on line 10
3,423,364
b
Gross sales price for all assets on line 6a
6,975,118
7
Capital gain net income (from Part IV, line 2)
...
3,423,364
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)
.......
270
270
12
Total.
Add lines 1 through 11
........
3,694,062
3,694,062
13
Compensation of officers, directors, trustees, etc.
80,000
20,000
60,000
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
24,795
24,795
0
b
Accounting fees (attach schedule)
.......
15,830
7,915
7,915
c
Other professional fees (attach schedule)
....
70,028
69,796
231
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
41,145
1,145
0
19
Depreciation (attach schedule) and depletion
...
5,842
5,842
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
78,606
77,748
859
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
316,246
207,241
69,005
25
Contributions, gifts, grants paid
.......
547,883
547,883
26
Total expenses and disbursements.
Add lines 24 and 25
864,129
207,241
616,888
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
2,829,933
b
Net investment income
(if negative, enter -0-)
3,486,821
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2015)
Page 2
Form 990-PF (2015)
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
.............
58,493
33,888
33,888
2
Savings and temporary cash investments
.........
612,825
142,275
142,275
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)
555,871
586,280
609,479
b
Investments—corporate stock (attach schedule)
.......
2,113,776
2,095,772
1,997,332
c
Investments—corporate bonds (attach schedule)
.......
719,031
471,036
473,631
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
909,012
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
2,209,480
6,684,538
5,581,539
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)
7,178,488
10,013,789
8,838,144
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
)
23,000
28,368
23
Total liabilities
(add lines 17 through 22)
.........
23,000
28,368
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
........
7,155,488
9,985,421
28
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
29
Retained earnings, accumulated income, endowment, or other funds
0
0
30
Total net assets or fund balances
(see instructions)
.....
7,155,488
9,985,421
31
Total liabilities and net assets/fund balances
(see instructions)
.
7,178,488
10,013,789
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
7,155,488
2
Enter amount from Part I, line 27a
.....................
2
2,829,933
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
9,985,421
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30
.
6
9,985,421
Form
990-PF
(2015)
Page 3
Form 990-PF (2015)
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
25,000.0000 BAXTER INTERNATI
P
2001-01-01
2015-08-05
b
25,000.0000 HOME DEPOT INC
P
2001-01-01
2015-06-16
c
50,000.0000 KY ASSET/LIABIL
P
2001-01-01
2015-04-01
d
50,000.0000 ONALASKA WI
P
2001-01-01
2015-10-01
e
4,800.0000 CISCO SYSTEMS INC
P
2001-01-01
2015-01-28
6,000.0000 FIRST TR NORTH AMER ETF
P
2015-01-01
2015-04-17
3,100.0000 FIRST TRUST NORTH
P
2015-01-01
2015-06-23
2,700.0000 FIRST TRUST NORTH
P
2015-01-01
2015-06-23
200.0000 FIRST TRUST NORTH
P
2015-01-01
2015-06-23
200.0000 FIRST TRUST NORTH
P
2015-01-01
2015-06-23
100.0000 FIRST TRUST NORTH
P
2015-01-01
2015-06-23
3,130.0000 UBS AG JERSEY
P
2001-01-01
2015-01-27
3,000.0000 UBS AG LONDON BRH ETN
P
2001-01-01
2015-01-27
1,100.0000 UBS AG LONDON BRH ETN
P
2010-01-01
2015-01-27
1,000.0000 UBS AG LONDON BRH ETN
P
2001-01-01
2015-01-27
800.0000 UBS AG LONDON BRH ETN
P
2001-01-01
2015-01-27
500.0000 UBS AG LONDON BRH ETN
P
2001-01-01
2015-01-27
500.0000 UBS AG LONDON BRH ETN
P
2001-01-01
2015-01-27
500.0000 UBS AG LONDON BRH ETN
P
2010-01-01
2015-01-27
300.0000 UBS AG LONDON BRH ETN
P
2001-01-01
2015-01-27
250.0000 UBS AG LONDON BRH ETN
P
2001-01-01
2015-01-27
100.0000 UBS AG LONDON BRH ETN
P
2001-01-01
2015-01-27
4,512.6350 DOUBLELINE TOTAL RETURN
P
2015-01-01
2015-01-26
25,721.5100 EAGLE MLP STRATEGY FD
P
2015-01-01
2015-09-30
2,185.9520 FPA CRESCENT FUND INST
P
2001-01-01
2015-02-25
6,644.1710 FPA CRESCENT FUND INST
P
2001-01-01
2015-12-16
12,734.7750 HARDING LOEVNER FRONTIER
P
2001-01-01
2015-12-16
4,006.4100 LEUTHOLD CORE INVESTMENT
P
2001-01-01
2015-02-25
13,572.8510 PIMCO TRENDS MGD FUTURES
P
2015-01-01
2015-06-02
COSTCO WHOLESALE CORP NEW
P
2015-08-20
2015-08-26
HOME DEPOT INC
P
2015-08-20
2015-11-23
KINDER MORGAN INCORP
P
2015-08-20
2015-12-07
MACY'S INC
P
2015-08-20
2015-12-22
STARBUCKS CORP WASHINGTON
P
2015-08-20
2015-10-15
UNITED TECHNOLOGIES CORP
P
2015-08-20
2015-09-22
UNITEDHEALTH GP INC
P
2015-08-20
2015-08-26
PJT PARTNERS INC COM CL A
P
2015-08-20
2015-09-30
UNIT GUGG CE INFR & MLP 23
P
2015-12-02
2015-12-02
UNIT GUGG CE INFR & MLP 23
P
2015-08-18
2015-12-25
RENTAL PROPERTY SALE
P
1985-05-01
2015-05-07
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
24,813
25,003
-190
b
25,829
27,358
-1,529
c
50,000
50,025
-25
d
50,000
50,025
-25
e
135,473
99,703
35,770
163,369
169,024
-5,655
81,772
87,329
-5,557
71,221
76,061
-4,840
5,276
5,634
-358
5,278
5,634
-356
2,638
2,817
-179
123,060
120,013
3,047
84,865
85,861
-996
31,117
31,482
-365
28,288
28,620
-332
22,631
22,896
-265
14,144
14,310
-166
14,144
14,310
-166
14,159
14,310
-151
8,486
8,586
-100
7,072
7,155
-83
2,833
2,862
-29
49,980
49,643
337
218,356
331,553
-113,197
74,980
64,907
10,073
219,570
204,902
14,668
90,015
121,938
-31,923
74,980
65,899
9,081
141,409
150,000
-8,591
46,859
49,866
-3,007
54,065
49,952
4,113
23,339
49,964
-26,625
27,832
49,986
-22,154
51,626
49,936
1,690
68,131
74,948
-6,817
45,626
49,877
-4,251
18
3
15
15
15
283
283
0
4,800,000
1,787,476
3,026,555
3,560,921
21,566
21,566
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
-190
b
-1,529
c
-25
d
-25
e
35,770
-5,655
-5,557
-4,840
-358
-356
-179
3,047
-996
-365
-332
-265
-166
-166
-151
-100
-83
-29
337
-113,197
10,073
14,668
-31,923
9,081
-8,591
-3,007
4,113
-26,625
-22,154
1,690
-6,817
-4,251
15
15
0
3,560,921
21,566
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
3,423,364
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))
2014
523,523
10,817,937
0.048394
2013
585,647
14,940,315
0.039199
2012
445,972
14,802,580
0.030128
2011
465,250
15,329,079
0.030351
2010
447,550
15,046,630
0.029744
2
Total
of line 1, column (d)
.....................
2
0.177816
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
0.035563
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5
.....
4
8,921,115
5
Multiply line 4 by line 3
......................
5
317,262
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
34,868
7
Add lines 5 and 6
........................
7
352,130
8
Enter qualifying distributions from Part XII, line 4
.............
8
616,888
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
(2015)
Page 4
Form 990-PF (2015)
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
34,868
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
34,868
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
34,868
6
Credits/Payments:
a
2015 estimated tax payments and 2014 overpayment credited to 2015
6a
44,453
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
44,453
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
9,585
11
Enter the amount of line 10 to be:
Credited to 2015 estimated tax
9,585
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 2015 or the taxable year beginning in 2015 (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
(2015)
Page 5
Form 990-PF (2015)
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
JAY H GRODIN
Telephone no.
(310) 284-8856
Located at
1888 CENTURY PARK EAST SUITE 900
LOS ANGELES
CA
ZIP+4
900676001
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 2015, 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
No
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 2015?
.............
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 2015, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2015?
.............
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 2015 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 2015.)
..................
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 2015?
4b
No
Form
990-PF
(2015)
Page 6
Form 990-PF (2015)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(Continued)
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
Form
990-PF
(2015)
Page 7
Form 990-PF (2015)
Page
7
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
JAY H GRODIN
VP & TREASURER
1.00
0
0
0
1888 CENTURY PARK EAST SUITE 900
LOS ANGELES
,
CA
90067
JUDITH CARROLL
VICE PRESIDENT
1.00
0
0
0
1888 CENTURY PARK EAST SUITE 900
LOS ANGELES
,
CA
90067
KATHERINE IRELAND
VICE PRESIDENT
1.00
0
0
0
1888 CENTURY PARK EAST SUITE 900
LOS ANGELES
,
CA
90067
CAREY PEARLMAN
SECRETARY
5.00
20,000
0
0
1888 CENTURY PARK EAST SUITE 900
LOS ANGELES
,
CA
90067
JEREMY IRELAND
ASSIST SECRETARY
5.00
20,000
0
0
1888 CENTURY PARK EAST SUITE 900
LOS ANGELES
,
CA
90067
JOHN CARROLL
DIRECTOR
5.00
20,000
0
0
1888 CENTURY PARK EAST SUITE 900
LOS ANGELES
,
CA
90067
JENNIFER CARROLL
DIRECTOR
5.00
20,000
0
0
1888 CENTURY PARK EAST SUITE 900
LOS ANGELES
,
CA
90067
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
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
GEORGE BEAN CO INC
PROPERTY SALE COMMISSION
245,500
61 WILLET ST SUITE 8
PASSAIC
,
NJ
07055
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
(2015)
Page 8
Form 990-PF (2015)
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
6,443,003
b
Average of monthly cash balances
.......................
1b
2,613,967
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
9,056,970
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
9,056,970
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
135,855
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
8,921,115
6
Minimum investment return.
Enter 5% of line 5
..................
6
446,056
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
446,056
2a
Tax on investment income for 2015 from Part VI, line 5
......
2a
34,868
b
Income tax for 2015. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
34,868
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
411,188
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
411,188
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
411,188
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
616,888
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
616,888
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
34,868
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
582,020
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
(2015)
Page 9
Form 990-PF (2015)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2014
(c)
2014
(d)
2015
1
Distributable amount for 2015 from Part XI, line 7
411,188
2
Undistributed income, if any, as of the end of 2015:
a
Enter amount for 2014 only
.......
325,172
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2015:
a
From 2010
......
b
From 2011
......
c
From 2012
......
d
From 2013
......
e
From 2014
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2015 from Part
XII, line 4:
$
616,888
a
Applied to 2014, but not more than line 2a
325,172
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 2015 distributable amount
.....
291,716
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2015.
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
0
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 2014. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2016. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2015
..........
119,472
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 2010 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2016.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2011
....
b
Excess from 2012
....
c
Excess from 2013
....
d
Excess from 2014
....
e
Excess from 2015
....
Form
990-PF
(2015)
Page 10
Form 990-PF (2015)
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 2015, enter the date of the ruling
.......
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)
2015
(b)
2014
(c)
2013
(d)
2012
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
(2015)
Page 11
Form 990-PF (2015)
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
AMERICAN RED CROSS DISASTER RELIEF
11355 OHI AVENUE
LOS ANGELES
,
CA
90025
NONE
PC
DISASTER RELIEF
5,000
ARTHRITIS FOUNDATION
1330 W PEACHTREE STREET 100
ATLANTA
,
GA
30309
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
ASPCA
424 E 92ND ST
NEW YORK
,
NY
101286804
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
250
BEIT T'SHUVAH
8831 VENICE BLVD
LOS ANGELES
,
CA
90034
NONE
PC
TEMPLE PROGRAMS
1,000
BRAILLE INSTITUTE OF AMERICA
741 NORTH VERMONT AVENUE
LOS ANGELES
,
CA
90029
NONE
PC
READING FOR THE BLIND
500
BUILD PUBLIC
315 LINDEN ST
SAN FRANCISCO
,
CA
94102
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
CALIFORNIA WILDLIFE CENTER
26026 PIUNA RD
CALABASAS
,
CA
91302
NONE
PC
PROTECTION FOR WILDLIFE
2,000
CASA OF LOS ANGELES
201 CENTRE PLAZA DR 3
MONTEREY PARK
,
CA
91754
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
CHAPMAN UNIVERSITY
1 UNIVERSITY DRIVE
ORANGE
,
CA
92866
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVD
LOS ANGELES
,
CA
90027
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
CITY OF BERVERLY HILLS COMM CHARIT FDN
455 NORTH REXFORD DRIVE
BEVERLY HILLS
,
CA
90210
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
700
COLLEGE OF CHARLESTON FOUNDATION
66 GEORGE ST
CHARLESTON
,
SC
29424
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
COLORADO COLLEGE
25 EAST CACHE LA POUDRE STREET
COLORADO SPRINGS
,
CO
80903
NONE
PC
ANNUAL FUND FOR EDUCATION
1,000
CONCERN FOUNDATION
8383 WILSHIRE BLVD STE 337
LOS ANGELES
,
CA
90211
NONE
PC
CANCER RESEARCH
18,800
CROSSROADS SCHOOL
1714 21ST STREET
SANTA MONICA
,
CA
90404
NONE
PC
EDUCATIONAL SUPPORT PROGRAM
500
DIDI HIRSCH COMMUNITY MENTAL HEALTH CE
4760 SOUTH SEPULVEDA BLVD
CULVER CITY
,
CA
90230
NONE
PC
MENTAL HEALTH PROGRAM SUPPORT
1,000
DOCTORS WITHOUT BORDERS
PO BOX 5030
HAGERSTOWN
,
MD
21741
NONE
PC
MEDICAL CARE FOR THE POOR
5,500
ETHICAL METALSMITHS
PO BOX 156
COLLEGE CORNER
,
OH
45003
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
-250
FAR WEST
15840 VENTURA BLVD 200
ENCINO
,
CA
91436
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
5,320
FEATHER RIVER LAND TRUST
75 COURT ST
QUINCY
,
CA
95971
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
FINCA
1201 15TH STREET NW 8TH FL
WASHINGTON
,
DC
20005
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
FOUNTAIN VALLEY SCHOOL
6155 FOUNTAIN VALLEY SCHOOL
COLORADO SPRINGS
,
CO
80911
NONE
PC
EDUCATIONAL SUPPORT PROGRAM
1,000
FRIENDS OF THE EARTH
2150 ALLSTON WAY SUITE 360
BERKELEY
,
CA
94704
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
250
FRIENDS OF URBAN FOREST
1007 GENERAL KENNEDY AVE 1
SAN FRANCISCO
,
CA
94129
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
-1,000
FROM THE TOP
295 HUNTINGTON AVE STE 201
BOSTON
,
MA
02115
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
750
HEAL THE BAY
3220 NEBRASKA AVENUE
SANTA MONICA
,
CA
90405
NONE
PC
BEACH PRESERVATION PROGRAM
2,000
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
1428 MADISON AVE
NEW YORK
,
NY
10029
NONE
PC
DR. DUBINSKY'S IBD WORK
10,000
JEWISH BIG BROTHERS BIG SISTERS OF LA
6505 WILSHIRE BLVD 600
LOS ANGELES
,
CA
90048
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
JEWISH COMMUNITY OF OJAI
530 W EI ROBLAR DR
OJAI
,
CA
93023
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
880
JEWISH FAMILY SERVICE
3580 WILSHIRE BOULEVARD
LOS ANGELES
,
CA
90010
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
JEWISH FEDERATION
6505 WILSHIRE BLVD
LOS ANGELES
,
CA
90048
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
5,000
JEWISH VOCATIONAL SERVICE
6505 WILSHIRE BLVD 7TH FL
LOS ANGELES
,
CA
90048
NONE
PC
VOCATIONAL TRAINING
2,500
JUNIOR BLIND OF AMERICA
5300 ANGELES VISTA BOULEVARD
LOS ANGELES
,
CA
90043
NONE
PC
AID TO THE VISUALLY IMPAIRED
500
KAPPA KAPPA GAMMA
929 W 28TH ST
LOS ANGELES
,
CA
90007
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
KCET
2900 W ALAMEDA AVE 600
BURBANK
,
CA
91505
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
KCRW FOUNDATION INC
1900 PICO BOULEVARD
SANTA MONICA
,
CA
90405
NONE
PC
PUBLIC BROADCASTING PROGRAM SUPPORT
4,000
KUSC
POBOX 7913
LOS ANGELES
,
CA
900070913
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
LARC FOUNDATION
29890 BOUQUET CANYON RD
SANTA CLARITA
,
CA
91390
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
LA CO MUSEUM OF ART
6905 WILSHIRE BOULEVARD
LOS ANGELES
,
CA
90036
NONE
PC
ART PROGRAM SUPPORT
8,000
LAST CHANCE FOR ANIMALS
8033 SUNSET BLVD 835
LOS ANGELES
,
CA
90046
NONE
PC
ABANDONED ANIMAL PROGRAMS
2,000
LEVITT PAVILION
1499 HUNTINGTON DR 305
SOUTH PASADENA
,
CA
91030
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
LIBERTY HILL FOUNDATION
6420 WILSHIRE BLVD 700
LOS ANGELES
,
CA
90048
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
LIFE ROLLS ON FOUNDATION
7770 REGENTS ROAD STE 113-1
SAN DIEGO
,
CA
92122
NONE
PC
QUALITY OF LIFE FOR PEOPLE SUFFERING FROM SPINAL CORD INJURY
2,000
LIVE OAK SCHOOL
1555 MARIPOSA STREET
SAN FRANCISCO
,
CA
94107
NONE
PC
ENHANCE EDUCATIONAL PROGRAMS
7,500
LOS ANGELES JEWISH HOME
7150 TAMPA AVENUE
RESEDA
,
CA
91335
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
LOS ANGELES MUSEUM OF THE HOLOCAUST
100 S THE GROVE DR
LOS ANGELES
,
CA
90036
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
250
LOS ANGELES PHILHARMONIC
111 SOUTH GRAND AVE
LOS ANGELES
,
CA
90012
NONE
PC
ENDOWMENT OF THE PHILHARMONIC
3,000
MALIBU URGENT CARE
23656 PACIFIC COAST HWY
MALIBU
,
CA
90265
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
20,000
MEALS ON WHEELS
900 HILGARD AVE
LOS ANGELES
,
CA
90024
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,000
MOCA (MUSEUM OF CONTEMPORARY ART)
250 S GARND AVENUE
LOS ANGELES
,
CA
90012
NONE
PC
ART PROGRAM SUPPORT
3,000
MUSEUM OF CRAFT AND DESIGN
2569 3RD ST
SAN FRANCISCO
,
CA
94107
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
3,500
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVE
RESTON
,
VA
20190
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
NATURAL RESOURCES DEFENSE COUNCIL
1314 SECOND STREET
SANTA MONICA
,
CA
90401
NONE
PC
ENVIRONMENTAL PROTECTION PROGRAM SUPPORT
1,000
OJAI VALLEY LAND CONSERVANCY
370 BALDWIN RD
OJAI
,
CA
93023
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
OJAI VALLEY MUSEUM
130 W OJAI AVE
OJAI
,
CA
93023
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
OPICA
11759 MISSOURI AVE
LOS ANGELES
,
CA
90025
NONE
PC
SUPPORT PROGRAMS FOR ADULT CAREGIVERS
500
OUR HOUSE INC
1663 SAWTELLE BLVD 300
LOS ANGELES
,
CA
90025
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,375
PATH VENTURES
240 N MADISON AVE
LOS ANGELES
,
CA
90004
NONE
PC
PREVENT HOMELESSNESS
3,000
PBS SO CAL
2100 CRYSTAL DRIVE
ARLINGTON
,
VA
22202
NONE
PC
SUPPORT LOCAL BROADCAST PROGRAMS
1,000
PLANNED PARENTHOOD LOS ANGELES
1316 3RD STREET PROMENADE STE EB-4
SANTA MONICA
,
CA
90401
NONE
PC
BIRTH CONTROL EDUCATION
7,500
PUPPIES BEHIND BARS
263 WEST 38TH STREET 4TH FL
NEW YORK
,
NY
10018
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,000
RESOURCE RENEWAL INSTITUTE
187 E BILTHEDALE AVENUE
MILL VALLEY
,
CA
94941
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
RSRT
67 UNDER CLIFF ROAD
TRUMBULL
,
CT
06611
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
300
SAN FRANCISCO PARKS ALLIANCE
451 HAYES STREET 2ND FL
SAN FRANCISCO
,
CA
94102
NONE
PC
PARK PRESERVATION
300
SHERIFF'S YOUTH FOUNDATION
4700 W RAMONA BLVD 1
MONTEREY PARK
,
CA
91754
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
SIERRA CLUB
2101 WEBSTER ST SUITE 1300
OAKLAND
,
CA
94612
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
100
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVE
PASADENA
,
CA
91105
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
100
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVE
MONTGOMERY
,
AL
36104
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
SPCALA
7700 EAST SPRING STREET
LONG BEACH
,
CA
90815
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
7,000
ST JOSEPH CENTER
204 HAMPTON DR
VENICE
,
CA
90291
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
STAND WITH US
PO BOX 3341069
LOS ANGELES
,
CA
90034
NONE
PC
PROGRAM TO SUPPORT ISRAEL WORLDWIDE
1,000
SURFRIDER FOUNDATION
P O BOX 6010
SAN CLEMENTE
,
CA
92674
NONE
PC
BEACH PRESERVATION PROGRAM
2,000
TEEN LINE
PO BOX 48750
LOS ANGELES
,
CA
90048
NONE
PC
COMMUNITY OUTREACH PROGRAM FOR TEENS
1,000
THE DISCOVERY EYE FOUNDATION
17315 STUDEBAKER RD 115
CERRITOS
,
CA
90703
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
10,000
THE ISRAEL PROJECT
POBOX 27999
WASHINGTON
,
DC
20038
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
THE JEWISH FEDERATION
6505 WILSHIRE BLVD STE 100
LOS ANGELES
,
CA
90012
NONE
PC
AID TO THE VULNERABLE INCLUDING HOLOCAUST SURVIVORS, ELDERLY AND FAMILIES IN DISTRESS
333,333
THE LITTLE SCHOOL
1520 LYON STREET
SAN FRANCISCO
,
CA
94115
NONE
PC
EDUCATIONAL SUPPORT PROGRAM
3,000
THE MUSIC CENTER
135 N GRAND AVENUE
LOS ANGELES
,
CA
90012
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
THE NATURE CONSERVANCY
201 MISSION STREET
SAN FRANCISCO
,
CA
94105
NONE
PC
CONSERVANCY OF NATURAL HABITAT
2,500
THE RAPE FOUNDATION
1223 WILSHIRE BLVD NO 410
SANTA MONICA
,
CA
90403
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
TOWER CANCER RESEARCH FOUNDATION
9090 WILSHIRE BLVD 350
BEVERLY HILLS
,
CA
90211
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
800
TREE PEOPLE
12601 MULHOLLAND DR
BEVERLY HILLS
,
CA
90210
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
625
TRINITY CHILDREN AND FAMILY SERVICES
PO BOX 848
COLTON
,
CA
92324
NONE
PC
MICHAEL A. ALEXANDER SCHOLARSHIP PROGRAM
2,500
TRUSTEES OF THE UNIV OF PENNSYLVANIA
801 SPRUCE ST
PHILADELPHIA
,
PA
19107
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
TULANE HILLEL
912 BROADWAY ST
NEW ORLEANS
,
LA
70118
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
UCLA OPERATION MEND
924 WESTWOOD BLVD SUITE 400
LOS ANGELES
,
CA
90095
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
UCSF FOUNDATION
UCSF BOX 0248
SAN FRANCISCO
,
CA
941430248
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
10,000
UNIVERSITY OF THE PACIFIC
3601 PACIFIC AVE
STOCKTON
,
CA
95211
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
VISTA DEL MAR
3200 MOTOR AVENUE
LOS ANGELES
,
CA
90034
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,000
WALLIS ANNENBERG CENTER
9390 N SANTA MONICA BLVD
BEVERLY HILLS
,
CA
90210
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
WILDWOOD SCHOOL
12201 WASHINGTON PL
LOS ANGELES
,
CA
90066
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
WOMEN AGAINST GUN VIOLENCE
8800 VENICE BLVD STE 304
LOS ANGELES
,
CA
90034
NONE
PC
GUN VIOLENCE PREVENTION
5,000
WORLD WILDLIFE FUND
1250 24TH ST NW
WASHINGTON
,
DC
20077
NONE
PC
WILDLIFE PROTECTION
2,000
YOSEMITE CONSERVANCY
101 MONTGOMERY ST 1700
SAN FRANCISCO
,
CA
94104
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
Total
.................................
3a
547,883
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2015)
Page 12
Form 990-PF (2015)
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
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
32,775
4
Dividends and interest from securities
....
14
108,860
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
13,267
6
Net rental income or (loss) from personal property
7
Other investment income
.....
270
8
Gain or (loss) from sales of assets other than inventory
............
18
3,423,364
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
3,578,266
270
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
3,578,536
(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.)
7
OTHER INVESTMENT INCOME GENERATED THROUGH BLACKSTONE LP
Form
990-PF
(2015)
Page 13
Form 990-PF (2015)
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.
2016-11-02
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
STANLEY B SCHNEIDER
Preparer's Signature
Date
Check if self-
employed
PTIN
P00087267
Firm's name
GURSEY SCHNEIDER LLP
Firm's EIN
95-3309779
Firm's address
1888 CENTURY PARK EAST SUITE 900
LOS ANGELES
,
CA
900671735
Phone no.
(310) 552-0960
Form
990-PF
(2015)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description