efile Public Visual Render
ObjectId: 201913179349102236 - Submission: 2019-11-13
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.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
18
Open to Public Inspection
For calendar year 2018, or tax year beginning
01-01-2018
, and ending
12-31-2018
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)
$
8,018,742
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
.............
3
Interest on savings and temporary cash investments
35,587
35,587
4
Dividends and interest from securities
...
197,872
197,872
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
244,894
b
Gross sales price for all assets on line 6a
2,831,220
7
Capital gain net income (from Part IV, line 2)
...
244,894
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)
.......
4,425
4,425
12
Total.
Add lines 1 through 11
........
482,778
482,778
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)
.........
2,215
1,107
1,108
b
Accounting fees (attach schedule)
.......
18,380
9,190
9,190
c
Other professional fees (attach schedule)
....
79,871
79,628
243
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
1,181
1,171
10
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
253
127
126
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
537
152
385
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
182,437
111,375
71,062
25
Contributions, gifts, grants paid
.......
250,155
250,155
26
Total expenses and disbursements.
Add lines 24 and 25
432,592
111,375
321,217
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
50,186
b
Net investment income
(if negative, enter -0-)
371,403
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2018)
Page 2
Form 990-PF (2018)
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
.............
29,574
32,538
32,538
2
Savings and temporary cash investments
.........
641,330
447,737
447,737
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)
673,877
865,998
873,469
b
Investments—corporate stock (attach schedule)
.......
5,293,699
5,112,555
4,928,745
c
Investments—corporate bonds (attach schedule)
.......
457,599
438,186
432,766
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,340,679
1,601,900
1,303,487
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)
8,436,758
8,498,914
8,018,742
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
)
58,123
70,093
23
Total liabilities
(add lines 17 through 22)
.........
58,123
70,093
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
........
8,378,635
8,428,821
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)
.....
8,378,635
8,428,821
31
Total liabilities and net assets/fund balances
(see instructions)
.
8,436,758
8,498,914
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
8,378,635
2
Enter amount from Part I, line 27a
.....................
2
50,186
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
8,428,821
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
8,428,821
Form
990-PF
(2018)
Page 3
Form 990-PF (2018)
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
58.57 UNIT DUGG GE
2018-01-25
b
110.640 UNIT DUGG GE
2018-07-25
c
185.220UNIT FT MLP
2018-07-25
d
15,000 AMERICAN EXPRESS
2016-02-19
2018-07-27
e
15,000 BNP PARIBAS MEDI
2016-06-10
2018-08-20
20,000 APPLE
2016-02-17
2018-03-15
20,000 US TREASUR
2016-09-01
2018-11-15
20,000 TORONTO DOMINI
2016-07-18
2018-09-10
20,000 GENERAL ELECTRIC
2014-05-29
2018-11-05
25,000 US TREASUR
2016-09-01
2018-05-11
25,000 SHELL
2013-01-12
2018-03-15
2,194.9080 OSTERWEIS STRATEGIC
2015-12-17
2018-01-01
25,000 CATERPILLAR
2013-12-09
2018-09-06
30,000 ROYAL BK CDA
2016-06-14
2018-07-27
45,000 NC TPCK AUH 4.9%
2010-01-09
2018-01-01
4,725.8980 DOUBLELINE
2014-12-04
2018-01-01
6,141.37 MAINGATE MLP
2018-08-31
6.012.5060 LEUTHOLD CORE INV.
2018-03-22
10,080.6450 PIMCO INCM INST
2014-11-05
2018-01-01
18,864.5140 PIMCO REAL RETURN FUND
2018-12-18
23,145.111 MAINGATE MLP
2018-08-31
20,792.5920 OSTERWEIS STRATEGIC INCOME FUND
2018-12-04
MORGAN STANLEY #1859
2018-12-31
US TREASURY DUE 06/21/18 (CS #9746)
2018-05-22
2018-06-21
US TREASURY DUE 12/06/18 (CS #9746)
2018-09-04
2018-12-06
US TREASURY DUE 07/26/18 (CS #9746)
2018-06-26
2018-07-26
US TREASURY DUE 08/30/18 (CS #9746)
2018-07-30
2018-08-30
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
59
59
b
111
111
c
185
185
d
15,000
15,182
-182
e
15,000
15,400
-400
19,854
20,049
-195
19,866
20,212
-346
20,000
20,592
-592
20,195
22,373
-2,178
24,726
25,265
-539
24,878
25,018
-140
24,980
23,356
1,624
25,000
25,614
-614
30,000
30,564
-564
45,000
48,009
-3,009
49,980
51,989
-2,009
52,934
53,645
-711
124,980
97,334
27,646
124,980
127,733
-2,753
196,021
200,506
-4,485
199,495
218,955
-19,460
230,154
224,648
5,506
1,133,265
920,860
212,405
100,000
99,862
138
100,000
99,466
534
100,000
99,853
147
100,000
99,841
159
34,557
34,557
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
59
b
111
c
185
d
-182
e
-400
-195
-346
-592
-2,178
-539
-140
1,624
-614
-564
-3,009
-2,009
-711
27,646
-2,753
-4,485
-19,460
5,506
212,405
138
534
147
159
34,557
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
244,894
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))
2017
595,349
8,501,567
0.070028
2016
659,996
8,650,030
0.076300
2015
582,020
8,921,115
0.065241
2014
523,523
10,817,937
0.048394
2013
585,647
14,940,315
0.039199
2
Total
of line 1, column (d)
.....................
2
0.299162
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.059832
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5
......
4
8,732,323
5
Multiply line 4 by line 3
......................
5
522,472
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,714
7
Add lines 5 and 6
........................
7
526,186
8
Enter qualifying distributions from Part XII, line 4
,.............
8
321,217
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
(2018)
Page 4
Form 990-PF (2018)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see 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
7,428
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
7,428
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
7,428
6
Credits/Payments:
a
2018 estimated tax payments and 2017 overpayment credited to 2018
6a
6,271
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
6,271
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
1,157
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2019 estimated tax
Refunded
11
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 2018 or the taxable year beginning in 2018? See the 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
(2018)
Page 5
Form 990-PF (2018)
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 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?
.............
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 2018, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2018?
.............
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 2018 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 2018.)
..................
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 2018?
4b
No
Form
990-PF
(2018)
Page 6
Form 990-PF (2018)
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:
Yes
No
(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
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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
Form
990-PF
(2018)
Page 7
Form 990-PF (2018)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
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
(2018)
Page 8
Form 990-PF (2018)
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
8,269,744
b
Average of monthly cash balances
.......................
1b
595,559
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
8,865,303
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
8,865,303
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
132,980
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
8,732,323
6
Minimum investment return.
Enter 5% of line 5
..................
6
436,616
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
436,616
2a
Tax on investment income for 2018 from Part VI, line 5
......
2a
7,428
b
Income tax for 2018. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
7,428
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
429,188
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
429,188
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
429,188
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
321,217
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
321,217
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
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
321,217
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
(2018)
Page 9
Form 990-PF (2018)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2017
(c)
2017
(d)
2018
1
Distributable amount for 2018 from Part XI, line 7
429,188
2
Undistributed income, if any, as of the end of 2018:
a
Enter amount for 2017 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2018:
a
From 2013
......
b
From 2014
......
c
From 2015
......
d
From 2016
......
110,694
e
From 2017
......
174,227
f
Total
of lines 3a through e
........
284,921
4
Qualifying distributions for 2018 from Part
XII, line 4:
$
321,217
a
Applied to 2017, 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 2018 distributable amount
.....
321,217
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2018.
107,971
107,971
(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
176,950
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 2017. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2018. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2019
..........
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 2013 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2019.
Subtract lines 7 and 8 from line 6a
......
176,950
10
Analysis of line 9:
a
Excess from 2014
....
b
Excess from 2015
....
c
Excess from 2016
....
2,723
d
Excess from 2017
....
174,227
e
Excess from 2018
....
Form
990-PF
(2018)
Page 10
Form 990-PF (2018)
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 2018, 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)
2018
(b)
2017
(c)
2016
(d)
2015
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 foundation 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. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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
(2018)
Page 11
Form 990-PF (2018)
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
1313 WEST EIGHTH STREET
LOS ANGELES
,
CA
90017
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
AMNESTY INTERNATIONAL
PO BOX 66174
SACRAMENTO
,
CA
95818
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
ANTI - DEFAMATION LEAGUE
605 THIRD AVENUE
NEW YORK
,
NY
10158
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
BEIT T'SHUVAH
8831 VENICE BOULEVARD
LOS ANGELES
,
CA
90034
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
BRAILLE INSTITUTE OF AMERICA
1515 HOLCOMBE BLVD
HOUSTON
,
TX
77030
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
CEDARS- SINAI MEDICAL CENTER
8700 BEVERLY BLVD
LOS ANGELES
,
CA
90048
NONE
PC
EDUCATION FOR MEDICAL CENTERS
10,000
CHAPMAN UNIVERSITY
1 UNIVERSITY DRIVE
ORANGE
,
CA
92866
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
CHILDREN'S HOSPITAL LOS ANGELES
474 S RAYMOND AVE
PASADENA
,
CA
91105
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
10,500
CITIZENS FOR RESPONSIBLE OIL & GAS
PO BOX 114
OJAI
,
CA
93024
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
CITY OF HOPE - HEMATOLOGY
1500 E DUARTE RD
DUARTE
,
CA
91010
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
COLLEGE OF CHARLESTON FOUNDATION
66 GEORGE STREET
CHARLESTON
,
SC
29424
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
COLORADO COLLEGE
741 NORTH VERMONT AVENUE
LOS ANGELES
,
CA
90029
NONE
PC
READING FOR THE BLIND
1,000
CONCERN FOUNDATION
11111 WEST OLYMPIC BOULEVARD SUITE
214
LOS ANGELES
,
CA
90064
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
17,600
DOCTORS WITHOUT BORDERS
40 RECTOR STREET
NEW YORK
,
NY
10006
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
EARTH ISLAND INSTITUTE
2150 ALLSTON WAY SUITE 360
BERKELEY
,
CA
94704
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
EARTHWORKS
3580 WILSHIRE BOULEVARD
LOS ANGELES
,
CA
90010
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
ENVIRONMENTAL DEFENSE FUND
5300 ANGELES VISTA BOULEVARD
LOS ANGELES
,
CA
90043
NONE
PC
AID TO THE VISUALLY IMPAIRED
5,500
FAR WEST
POBOX 7913
LOS ANGELES
,
CA
900070913
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
FEEDING AMERICA
11759 MISSOURI AVE
LOS ANGELES
,
CA
90025
NONE
PC
SUPPORT PROGRAMS FOR ADULT CAREGIVERS
2,000
FIRE FAMILY FOUNDATION
815 COLORADO BLVD
LOS ANGELES
,
CA
90041
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
FOUNTAIN VALLEY SCHOOL
1663 SAWTELLE BLVD 300
LOS ANGELES
,
CA
90025
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
FROM THE TOP
187 E BILTHEDALE AVENUE
MILL VALLEY
,
CA
94941
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
GRAMMY MUSEUM FOUNDATION INC
800 W OLYMPIC BLVD STE A245
LOS ANGELES
,
CA
90015
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
5,000
HABITAT FOR HUMANITY INTERNATIONAL
420 S 1ST STREET
MILWAUKEE
,
WI
53204
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
HEAL THE BAY
1444 NINTH STREET
SANTA MONICA
,
CA
90401
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
HELP OF OJAI
5025 THACHER RD
OJAI
,
CA
93023
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
INTERNATIONAL MEDICAL CORPS
12400 WILSHIRE BOULEVARD
LOS ANGELES
,
CA
90025
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
250
JEWISH COMMUNITY OF OJAI
530 W EI ROBLAR DR
OJAI
,
CA
93023
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
800
JEWISH FAMILY SERVICE
101 MONTGOMERY ST 1700
SAN FRANCISCO
,
CA
94104
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
JEWISH FEDERATION
12601 MULHOLLAND DR
BEVERLY HILLS
,
CA
90210
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
375
JEWISH VOCATIONAL SERVICE
6505 WILSHIRE BLVD 200
LOS ANGELES
,
CA
90048
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,200
KAPPA KAPPA GAMMA FOUNDATION
530 EAST TOWN STREET
COLUMBUS
,
OH
43215
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
KCET
2900 W ALAMEDA AVE 600
BURBANK
,
CA
91505
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
100
KCRW FOUNDATION INC
1900 PICO BOULEVARD
SANTA MONICA
,
CA
90405
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
4,500
KUSC
8831 VENICE BLVD
LOS ANGELES
,
CA
90034
NONE
PC
TEMPLE PROGRAMS
500
LACMA
6905 WILSHIRE BOULEVARD
LOS ANGELES
,
CA
90036
NONE
PC
ART PROGRAM SUPPORT
7,000
LAST CHANCE FOR ANIMALS
8033 SUNSET BLVD 835
LOS ANGELES
,
CA
90046
NONE
PC
ABANDONED ANIMAL PROGRAMS
1,000
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
1,000
LITERACY FOR ENVIRONMENT JUSTICE
607 ANDERSON ST
SAN FRANCISCO
,
CA
94110
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
LIVE OAK SCHOOL
315 LINDEN ST
SAN FRANCISCO
,
CA
94102
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
5,000
LOS ANGELES JEWISH HOME FOR THE AGING
7150 TAMPA AVE
RESEDA
,
CA
91335
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,500
LOS ANGELES PHILHARMONIC
6155 FOUNTAIN VALLEY SCHOOL
COLORADO SPRINGS
,
CO
80911
NONE
PC
EDUCATIONAL SUPPORT PROGRAM
3,500
MOCA (MUSEUM OF CONTEMPORARY ART)
250 S GARND AVENUE
LOS ANGELES
,
CA
90012
NONE
PC
ART PROGRAM SUPPORT
2,000
MUSEUM OF CRAFT AND DESIGN
111 SOUTH GRAND AVE
LOS ANGELES
,
CA
90012
NONE
PC
ENDOWMENT OF THE PHILHARMONIC
5,000
NATIONAL PARK FOUNDATION
70 SW CENTURY DRIVE SUITE 100-118
BEND
,
OR
97702
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
250
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVE
RESTON
,
VA
20190
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET
NEW YORK
,
NY
10011
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
OJAI CARES
400 WASHINGTON AVE
MONTGOMERY
,
AL
36104
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
OJAI DEFENSE FUND
PO BOX 125
OJAI
,
CA
93024
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
OJAI RAPTOR CENTER
850 CARNE RD
OJAI
,
CA
93023
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
OJAI VALLEY COMMUNITY HOSPITAL FOUNDATION
1301 MARICOPA HWY
OJAI
,
CA
93023
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
OJAI VALLEY LAND CONSERVANCY
370 BALDWIN RD
OJAI
,
CA
93023
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
350
OJAI VALLEY MUSEUM
130 W OJAI AVE
OJAI
,
CA
93023
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
OJAI WOMEN'S FUND
PO BOX 310
OJAI
,
CA
93024
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
OPICA
PO BOX 3341069
LOS ANGELES
,
CA
90034
NONE
PC
PROGRAM TO SUPPORT ISRAEL WORLDWIDE
500
PATH VENTURES
135 N GRAND AVENUE
LOS ANGELES
,
CA
90012
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
3,000
PAWS FOR PURPLE HEARTS
1223 WILSHIRE BLVD NO 410
SANTA MONICA
,
CA
90403
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
PBS SOCAL
3080 BRISTOL STREET
COSTA MESA
,
CA
92626
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,000
PLANNED PARENTHOOD LOS ANGELES
924 WESTWOOD BLVD SUITE 400
LOS ANGELES
,
CA
90095
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
12,500
RESOURCE RENEWAL INSTITUTE
77 N CALIFORNIA ST
VENTURA
,
CA
93001
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
SAINT BARBARA GREEK ORTHODOX CHURCH
3200 MOTOR AVENUE
LOS ANGELES
,
CA
90034
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
300
SAINT BARBARA MISSIONS
7150 TAMPA AVENUE
RESEDA
,
CA
91335
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
100
SAN FRANCISCO BICYCLE COALITION
1720 MARKET ST
SAN FRANCISCO
,
CA
94102
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREET
SAN FRANCISCO
,
CA
94103
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,200
SAN FRANCISCO PARKS ALLIANCE
1663 MISSION ST 320
SAN FRANCISCO
,
CA
94103
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,500
SENECA HOSPITAL
451 HAYES STREET 2ND FL
SAN FRANCISCO
,
CA
94102
NONE
PC
PARK PRESERVATION
500
SHERIFF'S YOUTH FOUNDATION
4700 W RAMONA BLVD 1
MONTEREY PARK
,
CA
91754
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,250
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVE
PASADENA
,
CA
91105
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
250
SPCALA
900 HILGARD AVE
LOS ANGELES
,
CA
90024
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
6,000
SURFRIDER FOUNDATION
6505 WILSHIRE BLVD 7TH FL
LOS ANGELES
,
CA
90048
NONE
PC
VOCATIONAL TRAINING
2,500
THE ARCHER SCHOOL FOR GIRLS
11725 W SUNSET BLVD
LOS ANGELES
,
CA
90049
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
THE CAROLYN GLASOE BAILEY FOUNDATION
248 S MONTGOMERY ST SPACE A
OJAI
,
CA
93023
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
9,500
THE DISCOVERY EYE FOUNDATION
9390 N SANTA MONICA BLVD
BEVERLY HILLS
,
CA
90210
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
10,000
THE JEWISH FEDERATION
1612 K STREET NW SUITE 904
WASHINGTON
,
DC
20006
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
20,000
THE MAPLE COUNSELING CENTER
1900 PICO BOULEVARD
SANTA MONICA
,
CA
90405
NONE
PC
PUBLIC BROADCASTING PROGRAM SUPPORT
1,000
THE MUSIC CENTER
2569 3RD ST
SAN FRANCISCO
,
CA
94107
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
THE NATURE CONSERVANCY
240 N MADISON AVE
LOS ANGELES
,
CA
90004
NONE
PC
PREVENT HOMELESSNESS
8,500
THE RAPE FOUNDATION
1250 24TH ST NW
WASHINGTON
,
DC
20077
NONE
PC
WILDLIFE PROTECTION
1,000
THE WILDERNESS SOCIETY
1615 M STREET NW
WASHINGTON
,
DC
20036
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
TREE PEOPLE
15840 VENTURA BLVD 200
ENCINO
,
CA
91436
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
630
TRINITY YOUTH SERVICES
11355 OHI AVENUE
LOS ANGELES
,
CA
90025
NONE
PC
DISASTER RELIEF
2,000
TRUSTEES OF THE UNIV OF PENNSYLVANIA
3451 WALNUT ST RM 310
PHILADELPHIA
,
PA
19104
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
UCLA OPERATION MEND
924 WESTWOOD BLVD SUITE 400
LOS ANGELES
,
CA
90095
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
USA FOR UNHCR
1775 K ST NW 580
WASHINGTON
,
DC
20006
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
VENTURA COUNTY COMMUNITY FOUNDATION
4001 MISSION OAKS BLVD STE A
CAMARILLO
,
CA
93012
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
VISTA DEL MAR
6505 WILSHIRE BLVD
LOS ANGELES
,
CA
90048
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
WALLIS ANNENBERG CENTER
1555 MARIPOSA STREET
SAN FRANCISCO
,
CA
94107
NONE
PC
ENHANCE EDUCATIONAL PROGRAMS
2,500
WAYFINDER FAMILY SERVICES
5300 ANGELES VISTA BOULEVARD
LOS ANGELES
,
CA
90043
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
WOMEN AGAINST GUN VIOLENCE
8800 VENICE BLVD STE 304
LOS ANGELES
,
CA
90034
NONE
PC
GUN VIOLENCE PREVENTION
5,000
WOMEN'S GUILD
8700 BEVERLY BLVD
LOS ANGELES
,
CA
90048
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
17,000
WORLD WILDLIFE FUND
8383 WILSHIRE BLVD STE 337
LOS ANGELES
,
CA
90211
NONE
PC
CANCER RESEARCH
10,000
WOUNDED WARRIOR PROJECT
17315 STUDEBAKER RD 115
CERRITOS
,
CA
90703
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
YOSEMITE CONSERVANCY
6505 WILSHIRE BLVD STE 100
LOS ANGELES
,
CA
90012
NONE
PC
AID TO THE VULNERABLE INCLUDING HOLOCAUST SURVIVORS, ELDERLY AND FAMILIES IN DISTRESS
500
Total
.................................
3a
250,155
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2018)
Page 12
Form 990-PF (2018)
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
35,587
4
Dividends and interest from securities
....
14
197,872
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
.....
01
4,425
8
Gain or (loss) from sales of assets other than
inventory
............
14
244,894
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
482,778
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
482,778
(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.)
11
MISCELLANEOUS INVESTMENT INCOME
11
PRIOR YEAR RETURNED DONATION
Form
990-PF
(2018)
Page 13
Form 990-PF (2018)
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) (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) (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.
2019-11-11
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
NAZ AFSHAR
Preparer's Signature
Date
Check if self-
employed
PTIN
P00441843
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
(2018)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description