efile Public Visual Render
ObjectId: 202033219349106238 - Submission: 2020-11-16
TIN: 95-4085811
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
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE DAVID GEFFEN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
12011 SAN VICENTE BLVD SUITE 606
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES
,
CA
900494926
A Employer identification number
95-4085811
B
Telephone number (see instructions)
(310) 581-5900
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)
$
586,959,887
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)
30,435,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
27,158,567
27,158,567
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
32,153,472
b
Gross sales price for all assets on line 6a
131,517,597
7
Capital gain net income (from Part IV, line 2)
...
32,153,472
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)
.......
-4,163,338
-3,346,222
-4,163,338
12
Total.
Add lines 1 through 11
........
85,583,701
55,965,817
-4,163,338
13
Compensation of officers, directors, trustees, etc.
130,038
0
0
130,038
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
69,176
23,059
0
46,117
b
Accounting fees (attach schedule)
.......
118,650
39,550
0
79,100
c
Other professional fees (attach schedule)
....
209,595
209,595
0
0
17
Interest
...............
349
349
0
0
18
Taxes (attach schedule) (see instructions)
...
1,550,010
0
0
10
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
4,664
0
0
4,664
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
5,749
0
0
5,749
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
2,088,231
272,553
0
265,678
25
Contributions, gifts, grants paid
.......
41,175,591
41,175,591
26
Total expenses and disbursements.
Add lines 24 and 25
43,263,822
272,553
0
41,441,269
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
42,319,879
b
Net investment income
(if negative, enter -0-)
55,693,264
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Page 2
Form 990-PF (2019)
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
.............
-41,967
15,599
1,868,788
2
Savings and temporary cash investments
.........
32,153,489
30,498,467
53,026,492
3
Accounts receivable
3,000,000
Less: allowance for doubtful accounts
3,000,000
3,000,000
3,000,000
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)
34,152,378
34,919,558
34,949,950
b
Investments—corporate stock (attach schedule)
.......
103,932,960
107,043,684
108,128,753
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
379,962,828
385,985,904
385,985,904
14
Land, buildings, and equipment: basis
24,638
Less: accumulated depreciation (attach schedule)
24,638
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
553,159,688
561,463,212
586,959,887
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
553,159,688
561,463,212
29
Total net assets or fund balances
(see instructions)
.....
553,159,688
561,463,212
30
Total liabilities and net assets/fund balances
(see instructions)
.
553,159,688
561,463,212
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
553,159,688
2
Enter amount from Part I, line 27a
.....................
2
42,319,879
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
595,479,567
5
Decreases not included in line 2 (itemize)
5
34,016,355
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
561,463,212
Form
990-PF
(2019)
Page 3
Form 990-PF (2019)
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
MORGAN STANLEY
P
2019-01-01
2019-12-31
b
COATUE OFFSHORE FUND LTD
P
2019-01-01
2019-12-31
c
THIRD POINT INVESTMENT I
P
2019-01-01
2019-12-31
d
APOLLO EUROPEAN PRINCIPAL
P
2019-01-01
2019-12-31
e
TCV IX (A) L.P
P
2019-01-01
2019-12-31
DORCHESTER CAPITAL SECONDARIES OFFSHORE
P
2019-01-01
2019-12-31
MAPLELANE OFFSHORE FUND
P
2019-01-01
2019-12-31
NZC GUGGENHEIM INVESTMENT 2
P
2019-01-01
2019-12-31
SUNSTREAM
P
2019-01-01
2019-12-31
(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
130,992,641
96,849,492
34,143,149
b
4,951
4,951
c
161,411
161,411
d
878
-878
e
259,995
259,995
13,755
-13,755
71,441
71,441
27,158
27,158
2,500,000
-2,500,000
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
34,143,149
b
4,951
c
161,411
d
-878
e
259,995
-13,755
71,441
27,158
-2,500,000
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
32,153,472
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
32,153,472
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))
2018
38,922,271
544,124,091
0.071532
2017
37,178,732
570,480,452
0.065171
2016
36,160,634
482,297,710
0.074976
2015
25,142,735
301,284,234
0.083452
2014
14,196,019
136,046,906
0.104347
2
Total
of line 1, column (d)
.....................
2
0.399478
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
0.079896
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
569,844,872
5
Multiply line 4 by line 3
......................
5
45,528,326
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
556,933
7
Add lines 5 and 6
........................
7
46,085,259
8
Enter qualifying distributions from Part XII, line 4
,.............
8
41,441,269
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
(2019)
Page 4
Form 990-PF (2019)
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
1,113,865
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
1,113,865
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
1,113,865
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
1,409,686
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
415,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
1,824,686
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
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
710,821
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
710,821
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 2019 or the taxable year beginning in 2019? 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
(2019)
Page 5
Form 990-PF (2019)
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
RICHARD SHERMAN
Telephone no.
(310) 581-5900
Located at
12011 SAN VICENTE BLVD STE 606
LOS ANGELES
CA
ZIP+4
900494926
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 2019, 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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
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 2019 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 2019.)
..................
3b
No
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 2019?
4b
No
Form
990-PF
(2019)
Page 6
Form 990-PF (2019)
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
DAVID GEFFEN
TRUSTEE
1.00
0
0
0
12011 SAN VICENTE BLVD SUITE 606
LOS ANGELES
,
CA
900494926
J DALLAS DISHMAN
EXECUTIVE DIRECTOR
40.00
130,038
7,582
0
12011 SAN VICENTE BLVD SUITE 606
LOS ANGELES
,
CA
900494926
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
(2019)
Page 7
Form 990-PF (2019)
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
MORGAN STANLEY
INVESTMENT FEES
209,595
1999 AVE OF THE STARS SUIRE 2400
LOS ANGELES
,
CA
90067
PRICEWATERHOUSECOOPERS LLP
ACCOUNTING
98,700
601 S FIGUEROA STREET
LOS ANGELES
,
CA
90017
PAUL WEISS RIFKIND & WHARTON LLP
LEGALS SERVICES
63,116
1285 AVE OF THE AMERICAS
NEW YORK
,
NY
100196064
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
NONE
0
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
NONE
0
2
All other program-related investments. See instructions.
3
0
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Page 8
Form 990-PF (2019)
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
175,627,835
b
Average of monthly cash balances
.......................
1b
13,908,975
c
Fair market value of all other assets (see instructions)
................
1c
388,985,903
d
Total
(add lines 1a, b, and c)
.........................
1d
578,522,713
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
578,522,713
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
8,677,841
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
569,844,872
6
Minimum investment return.
Enter 5% of line 5
..................
6
28,492,244
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
28,492,244
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
1,113,865
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,113,865
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
27,378,379
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
27,378,379
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
27,378,379
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
41,441,269
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
41,441,269
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
41,441,269
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
(2019)
Page 9
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
27,378,379
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
8,150,044
b
From 2015
......
19,312,983
c
From 2016
......
12,141,270
d
From 2017
......
8,877,510
e
From 2018
......
12,931,633
f
Total
of lines 3a through e
........
61,413,440
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
41,441,269
a
Applied to 2018, 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 2019 distributable amount
.....
27,378,379
e
Remaining amount distributed out of corpus
14,062,890
5
Excess distributions carryover applied to 2019.
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
75,476,330
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
8,150,044
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
67,326,286
10
Analysis of line 9:
a
Excess from 2015
....
19,312,983
b
Excess from 2016
....
12,141,270
c
Excess from 2017
....
8,877,510
d
Excess from 2018
....
12,931,633
e
Excess from 2019
....
14,062,890
Form
990-PF
(2019)
Page 10
Form 990-PF (2019)
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 2019, 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)
2019
(b)
2018
(c)
2017
(d)
2016
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).)
DAVID GEFFEN
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
(2019)
Page 11
Form 990-PF (2019)
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
SAVE VENICE
133 EAST 58TH STREET SUITE 501
NEW YORK
,
NY
10022
NONE
PC
GENERAL SUPPORT
10,000
HILLEL AND UCLA
574 HILGARD AVENUE
LOS ANGELES
,
CA
90024
NONE
PC
GENERAL SUPPORT
5,000
AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR THE DISABLED
ONE NORTHFIELD PLAZA SUITE 300
NORTHFIELD
,
IL
60093
NONE
PC
GENERAL SUPPORT
5,000
ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION
290 KING OF PRUSSIA ROAD RADNOR
STATION BUILDING 2 STE 320
RADNOR
,
PA
19087
NONE
PC
GENERAL SUPPORT
1,000,000
BREAST CANCER RESEARCH FOUNDATION
PO BOX 102104
PASADENA
,
CA
91189
NONE
PC
GENERAL SUPPORT
5,000
THEATRE 40
PO BOX 5401
BEVELRY HILLS
,
CA
90210
NONE
PC
GENERAL SUPPORT
5,000
MUSICARES
3030 OLYMPIC BLVD
SANTA MONICA
,
CA
90404
NONE
PC
GENERAL SUPPORT
5,000
FOUNDATION FOR THE AIDS MONUMENT
9255 SUNSET BLVD SUITE 730
WEST HOLLYWOOD
,
CA
90069
NONE
PC
GENERAL SUPPORT
50,000
DEBBIE ALLEN DANCE ACADEMY
3791 SANTA ROSALIA DRIVE
LOS ANGELES
,
CA
90008
NONE
PC
GENERAL SUPPORT
6,000
CHRYSALIS
1853 LINCOLN BLVD
SANTA MONICA
,
CA
90404
NONE
PC
GENERAL SUPPORT
10,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREET
SANTA MONICA
,
CA
90401
NONE
PC
GENERAL SUPPORT
500,000
CHILDREN'S ACTION NETWORK
11849 WEST OLYMPIC BLVD SUITE 101
LOS ANGELES
,
CA
90064
NONE
PC
GENERAL SUPPORT
2,500
LOS ANGELES PRESS CLUB
6464 SUNSET BLVD SUITE 870
HOLLYWOOD
,
CA
90028
NONE
PC
GENERAL SUPPORT
3,000
YOUNG EISNER SCHOLARS
PO BOX 3085
INGLEWOOD
,
CA
90304
NONE
PC
GENERAL SUPPORT
100,000
SALVATION ARMY SANTA MONICA ADULT REHABILITATION CENTER
1665 10TH STREET
SANTA MONICA
,
CA
90404
NONE
PC
GENERAL SUPPORT
500
UNITED NATIONS CHILDREN'S FUND (UNICEF)
10351 SANTA MONICA BLVD SUITE 402
LOS ANGELES
,
CA
90025
NONE
PC
GENERAL SUPPORT
25,000
THEATER HALL OF FAME
353 W 56TH STREET SUITE 3C
NEW YORK
,
NY
10019
NONE
PC
GENERAL SUPPORT
500
THE SHED
545 WEST 30TH STREET
NEW YORK
,
NY
10001
NONE
PC
GENERAL SUPPORT
5,000
JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA
6250 FOREST LAWN DRIVE
LOS ANGELES
,
CA
90068
NONE
PC
GENERAL SUPPORT
2,000
HOLLYWOOD COMMUNITY HOUSING CORPORATION
1640 N WILCOX AVE
HOLLYWOOD
,
CA
90028
NONE
PC
GENERAL SUPPORT
10,000
GRACIE MANSION CONSERVANCY
EAST END AVENUE AT 88TH STREET
NEW YORK
,
NY
10128
NONE
PC
GENERAL SUPPORT
5,000
AMERICA NEEDS YOU
589 8TH AVENUE 5TH FLOOR
NEW YORK
,
NY
10018
NONE
PC
GENERAL SUPPORT
25,000
TREVOR PROJECT
PO BOX 69232
WEST HOLLYWOOD
,
CA
90069
NONE
PC
GENERAL SUPPORT
5,000
SCREEN ACTORS GUILLD FOUNDATION
10536 CULVER BLVD
CULVER CITY
,
CA
90232
NONE
PC
GENERAL SUPPORT
10,000
LA PROMISE FUND
202 WEST 1ST STREET SUITE 160
LOS ANGELES
,
CA
90012
NONE
PC
GENERAL SUPPORT
5,000
ACLU FOUNDATION OF SOUTHERN CALIFORNIA
1313 WEST EIGHT STREET BILL OF
RIGHTS DINNER
LOS ANGELES
,
CA
90017
NONE
PC
GENERAL SUPPORT
5,000
UCLA FOUNDATION
10920 WILSHIRE BLVD SUITE 750
LOS ANGELES
,
CA
90024
NONE
PC
GENERAL SUPPORT
13,000,000
WORLD JEWISH CONGRESS AMERICAN SECTION
501 MADISON AVENUE 17TH FLOOR
NEW YORK
,
NY
10022
NONE
PC
GENERAL SUPPORT
15,000
SHAKESPEARE CENTER OF LOS ANGELES
10536 CULVER BLVD
CULVER CITY
,
CA
90232
NONE
PC
GENERAL SUPPORT
10,000
LOS ANGELES FIRE DEPARTMENT FOUNDATION
1700 STADIUM WAY SUITE 100
LOS ANGELES
,
CA
90012
NONE
PC
GENERAL SUPPORT
5,000
FRIENDLY HOUSE
5757 WILSHIRE BLVD SUITE 335
LOS ANGELES
,
CA
90036
NONE
PC
GENERAL SUPPORT
2,500
PUBLIC COUNSEL
610 SOUTH ARDMORE AVENUE
LOS ANGELES
,
CA
90005
NONE
PC
GENERAL SUPPORT
1,000
HUMAN RIGHTS WATCH
13743 VENTURA BLVD SUITE 220
SHERMAN OAKS
,
CA
91423
NONE
PC
GENERAL SUPPORT
3,500
LA FREE CLINIC
8405 BEVERLY BLVD
LOS ANGELES
,
CA
90048
NONE
PC
GENERAL SUPPORT
1,500
BEVERLY HILLS POLICE OFFICERS ASSOCIATION
9663 SANTA MONICA BLVD SUITE 786
BEVERLY HILLS
,
CA
90210
NONE
PC
GENERAL SUPPORT
5,000
AVAS HEART
9461 CHARLEVILLE BOULEVARD SUITE
589
BEVERLY HILLS
,
CA
90212
NONE
PC
GENERAL SUPPORT
5,000
ALI FORNEY CENTER
224 WEST 35TH STREET SUITE 1500
NEW YORK
,
NY
10001
NONE
PC
GENERAL SUPPORT
5,000
MALARIA CONSORTIUM US
8024 UPPER LAKE DRIVE
RALEIGH
,
NC
27615
NONE
PC
GENERAL SUPPORT
2,000
CHAPEL & YORK FOUNDATION
641 LEXINGTON AVENUE 15TH FLOOR
NEW YORK
,
NY
10022
NONE
PC
GENERAL SUPPORT
5,000
SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE
10901 N TORREY PINES ROAD
LA JOLLA
,
CA
92037
NONE
PC
GENERAL SUPPORT
10,000
SUSAN G KOMEN BREAST CANCER FOUNDATION
700 NEWPORT CENTER DRIVE
NEWPORT BEACH
,
CA
92660
NONE
PC
GENERAL SUPPORT
500
FOUNDATION FOR CONTEMPORARY PERFORMANCE ARTS
820 GREENWHICH ST
NEW YORK
,
NY
10014
NONE
PC
GENERAL SUPPORT
10,000
STUDENTS RUN AMERICASTUDENTS RUN LA
5252 CREBS AVENUE
TARZANA
,
CA
91356
NONE
PC
GENERAL SUPPORT
10,000
SANTA BARBARA INTERNATIONAL FILM FESTIVAL
MANN PRODUCTIONS
LOS ANGELES
,
CA
90049
NONE
PC
GENERAL SUPPORT
2,000
PROJECT ANGEL FOOD
922 VINE STREET
LOS ANGELES
,
CA
90038
NONE
PC
GENERAL SUPPORT
15,000
PEOPLE ASSISTING THE HOMELESS
340 NORTH MADISON AVE
LOS ANGELES
,
CA
90004
NONE
PC
GENERAL SUPPORT
20,000
JEWISH HEALING AND HOSPICE CENTER OF LOS ANGELES
10573 W PICO BLVD 850
LOS ANGELES
,
CA
90064
NONE
PC
GENERAL SUPPORT
20,000
GAY LESBIAN & STRAIGHT EDUCATION NETWORK
110 WILLIAM STREET 30TH FLOOR
NEW YORK
,
NY
10038
NONE
PC
GENERAL SUPPORT
5,000
CITY OF HOPE
1500 EAST DUARTE ROAD
DUARTE
,
CA
91010
NONE
PC
GENERAL SUPPORT
10,000
ANGELS AT RISK
150 SOUTH BARRINGTON AVENUE SUITE 7
LOS ANGELES
,
CA
90049
NONE
PC
GENERAL SUPPORT
10,000
AMFAR
120 WALL ST 13TH FLOOR
NEW YORK
,
NY
10005
NONE
PC
GENERAL SUPPORT
10,000
AMERICAN CINEMATHEQUE
167 GRANNVILLE AVE
LOS ANGELES
,
CA
90049
NONE
PC
GENERAL SUPPORT
5,000
NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER
180 GREENWICH STREET
NEW YORK
,
NY
10007
NONE
PC
GENERAL SUPPORT
10,000
LEGAL AID FOUNDATION OF LOS ANGELES
1550 W 8TH STREET
LOS ANGELES
,
CA
90017
NONE
PC
GENERAL SUPPORT
1,000
EQUALITY CALIFORNIA INSTITUTE
8106 SANTA MONICA BLVD
WEST HOLLYWOOD
,
CA
90046
NONE
PC
GENERAL SUPPORT
10,000
FARRAH FAWCETT FOUNDATION
4900 SAN FERNANDO ROAD
GLENDALE
,
CA
91204
NONE
PC
GENERAL SUPPORT
10,000
INTERNATIONAL FRIENDS OF THE ELTON JOHN AIDS FOUNDATION UK
BLUE BACK SQ 75 ISHAM RD 3000
WEST HARTFORD
,
CT
06107
NONE
PC
GENERAL SUPPORT
2,270
LOS ANGELES POLICE FOUNDATION
633 WEST 5TH STREET SUITE 960
LOS ANGELES
,
CA
90071
NONE
PC
GENERAL SUPPORT
5,000
FERNANDO PULLUM COMMUNITY ARTS CENTER
PULLUM CENTER PO BOX 561528
LOS ANGELES
,
CA
90056
NONE
PC
GENERAL SUPPORT
5,000
BLOOM AGAIN FOUNDATION
221 EAST WALNUT STREET SUITE 245
PASADENA
,
CA
91101
NONE
PC
GENERAL SUPPORT
5,000
RAPE FOUNDATION
1223 WILSHIRE BLVD SUITE 410
SANTA MONICA
,
CA
90403
NONE
PC
GENERAL SUPPORT
10,000
HETRICK-MARTIN INSTITUTE
2 ASTOR PLACE
NEW YORK
,
NY
10003
NONE
PC
GENERAL SUPPORT
25,000
NEW YORK RESTORATION PROJECT
17-19 MARBLE AVENUE
PLEASANTVILLE
,
NY
10570
NONE
PC
GENERAL SUPPORT
5,000
NEW YORK LANDMARKS CONSERVANCY
ONE WHITEHALL STREET
NEW YORK
,
NY
10004
NONE
PC
GENERAL SUPPORT
3,000
NATIONAL BREAST CANCER COALITION
13743 VENTURA BLVD SUITE 220
SHERMAN OAKS
,
CA
91423
NONE
PC
GENERAL SUPPORT
5,000
GEENA DAVIS INSTITUTE ON GENDER IN MEDIA
4712 ADMIRALITY WAY SUITE 455
MARINA DEL REY
,
CA
90291
NONE
PC
GENERAL SUPPORT
10,000
HAMMER MUSEUM
10899 WILSHIRE BLVD
LOS ANGELES
,
CA
90024
NONE
PC
GENERAL SUPPORT
25,000
EXCEPTIONAL CHILDREN'S FOUNDATION - KAYNE ERAS CENTER DIVISION
5350 MACHADO ROAD
CULVER CITY
,
CA
90230
NONE
PC
GENERAL SUPPORT
10,000
AMERICAN THEATRE WING
230 WEST 41ST STREET SUITE 1101
NEW YORK
,
NY
10036
NONE
PC
GENERAL SUPPORT
5,000
UCLA FOUNDATION
10920 WILSHIRE BLVD SUITE 750
LOS ANGELES
,
CA
90024
NONE
PC
GENERAL SUPPORT
14,215,173
STEP UP ON SECOND STREET
11693 SAN VICENTE BLVD SUITE 902
LOS ANGELES
,
CA
90049
NONE
PC
GENERAL SUPPORT
5,000
BIRTHDAY PARTY PROJECT
9701 WILSHIRE BLVD SUITE 1000
BEVERLY HILLS
,
CA
90212
NONE
PC
GENERAL SUPPORT
5,000
ALS ASSOCIATION THE
PO BOX 565
AGORA HILLS
,
CA
91376
NONE
PC
GENERAL SUPPORT
10,000
STATUE OF LIBERTY ELLIS ISLAND FOUNDATION
17 BATTERY PLACE SUITE 210
NEW YORK
,
NY
10004
NONE
PC
GENERAL SUPPORT
500,000
NATIONAL GAY AND LESBIAN TASK FORCE
1325 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
15,000
INTERNATIONAL MYELOMA FOUNDATION
12650 RIVERSIDE DRIVE SUITE 206
NORTH HOLLYWOOD
,
CA
91607
NONE
PC
GENERAL SUPPORT
2,000
GREENWAY ARTS ALLIANCE
544 NORTH FAIRFAX AVENUE
LOS ANGELES
,
CA
90036
NONE
PC
GENERAL SUPPORT
5,000
GOD'S LOVE WE DELIVER
166 AVENUE OF THE AMERICAS
NEW YORK
,
NY
10013
NONE
PC
GENERAL SUPPORT
25,000
UCLA FOUNDATION (GEFFEN PLAYHOUSE)
10886 LECONTE AVENUE
LOS ANGELES
,
CA
90024
NONE
PC
GENERAL SUPPORT
300,000
AMERICAN FILM INSTITUTE
2021 NORTH WESTERN AVE
LOS ANGELES
,
CA
90027
NONE
PC
GENERAL SUPPORT
100,000
PRIDE LIVE
4-75 48TH AVENUE SUITE 804
NEW YORK
,
NY
11109
NONE
PC
GENERAL SUPPORT
20,000
MALARIA NO MORE
2341 EASTLAKE AVE E SUITE 200
SEATTLE
,
WA
98102
NONE
PC
GENERAL SUPPORT
10,000
BEVERLY HILLS FIREMAN'S RELIEF FUND
280 SOUTH BEVERLY DRIVE SUITE 302
BEVERLY HILLS
,
CA
90212
NONE
PC
GENERAL SUPPORT
5,000
SAVE THE CHILDREN
501 KINGS HIGHWAY SUITE 400
FAIRFIELD
,
CT
06825
NONE
PC
GENERAL SUPPORT
50,000
LA GAY & LESBIAN FILM FESTIVAL
3470 WILSHIRE BLVD SUITE 935
LOS ANGELES
,
CA
90010
NONE
PC
GENERAL SUPPORT
10,000
NEW YORK RESTORATION PROJECT
17-19 MARBLE AVENUE
PLEASANTVILLE
,
NY
10570
NONE
PC
GENERAL SUPPORT
1,250
LAMBDA LEGAL DEFENSEEDUC FND
120 WALL STREET 19TH FLOOR
NEW YORK
,
NY
10005
NONE
PC
GENERAL SUPPORT
50,000
CONSERVATION INTERNATIONAL
2011 CRYSTAL DRIVE SUITE 600
ARLINGTON
,
VA
22202
NONE
PC
GENERAL SUPPORT
25,000
CAMP BRAVO
19360 RINALDI STREET SUITE 406
NORTHRIDGE
,
CA
91326
NONE
PC
GENERAL SUPPORT
5,000
SERRA PROJECT
825 COLORADO BLVD SUITE 100
LOS ANGELES
,
CA
90041
NONE
PC
GENERAL SUPPORT
5,000
ALGEMEINER INC
788 EASTERN PARKWAY SUITE 303
BROOKLYN
,
NY
11213
NONE
PC
GENERAL SUPPORT
5,000
BANG ON A CAN
80 HANSON PL STE 301
BROOKLYN
,
NY
11217
NONE
PC
GENERAL SUPPORT
1,000
SONGWRITERS HALL OF FAME
17-19 MARBEL AVENUE
PLEASANTVILLE
,
NY
10570
NONE
PC
GENERAL SUPPORT
7,500
CHILDRENS HOSPITAL LOS ANGELES
PO BOX 615
PACIFIC PALISADES
,
CA
90272
NONE
PC
GENERAL SUPPORT
500
ANGEL FORCE USA
1451 QUAIL STREET SUITE 101
NEWPORT BEACH
,
CA
92660
NONE
PC
GENERAL SUPPORT
2,000
HUMAN RIGHTS WATCH
11500 WEST OLYMPIC BLVD SUITE 608
LOS ANGELES
,
CA
90064
NONE
PC
GENERAL SUPPORT
5,000
NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH
14 WALL STREET SUITE 3B
NEW YORK
,
NY
10005
NONE
PC
GENERAL SUPPORT
10,000
VENICE FAMILY CLINIC
604 ROSE AVE
VENICE
,
CA
90291
NONE
PC
GENERAL SUPPORT
6,000
UNITED FRIENDS OF THE CHILDREN
10536 CULVER BLVD
CULVER CITY
,
CA
90232
NONE
PC
GENERAL SUPPORT
5,000
MUSEUM OF TELEVISION & RADIO
25 WEST 52ND STREET
NEW YORK
,
NY
10019
NONE
PC
GENERAL SUPPORT
10,000
RACE TO ERASE MS
1875 CENTURY PARK EAST SUITE 980
LOS ANGELES
,
CA
90067
NONE
PC
GENERAL SUPPORT
2,000
PROYECTO PASTORAL AT DOLORES MISSION
135 NORTH MISSION ROAD
LOS ANGELES
,
CA
90033
NONE
PC
GENERAL SUPPORT
7,500
HEAL THE BAY
1444 9TH STREET
SANTA MONICA
,
CA
90401
NONE
PC
GENERAL SUPPORT
5,000
FRIENDS OF THE HIGH LINE
820 WASHINGTON STREET
NEW YORK
,
NY
10014
NONE
PC
GENERAL SUPPORT
25,000
FEMINIST MAJORITY FOUNDATION
433 S BEVERLY DR
BEVERLY HILLS
,
CA
90212
NONE
PC
GENERAL SUPPORT
5,000
CHRYSALIS
1853 LINCOLN BLVD
SANTA MONICA
,
CA
90404
NONE
PC
GENERAL SUPPORT
5,000
CALIFORNIA-HAWAII ELKS MAJOR PROJECTS INC
8025 WEST MANCHESTER AVENUE
PLAYA DEL REY
,
CA
90293
NONE
PC
GENERAL SUPPORT
5,000
AMERICAN SOCIETY FOR YAD VASHEM
11911 SAN VICENTE BLVD SUITE 215
LOS ANGELES
,
CA
90049
NONE
PC
GENERAL SUPPORT
25,000
ACLU FOUNDATION OF SOUTHERN CALIFORNIA
1313 WEST EIGHT STREET
LOS ANGELES
,
CA
90017
NONE
PC
GENERAL SUPPORT
1,500
92ND STREET Y
1395 LEXINGTON AVENUE ATTN SPECIAL
EVENTS
NEW YORK
,
NY
10128
NONE
PC
GENERAL SUPPORT
7,500
TEACH FOR AMERICA
25 BROADWAY 12TH FLOOR
NEW YORK
,
NY
10004
NONE
PC
GENERAL SUPPORT
25,000
LINCOLN CENTER FOR PERFORMING ARTS
70 LINCOLN CENTER PLAZA 9TH FLOOR
NEW YORK
,
NY
10023
NONE
PC
GENERAL SUPPORT
25,000
JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION
90 PARK AVENUE
NEW YORK
,
NY
10016
NONE
PC
GENERAL SUPPORT
15,000
MUSEUM OF MODERN ART
11 WEST 53RD STREET
NEW YORK
,
NY
10019
NONE
PC
GENERAL SUPPORT
10,000,000
LOS ANGELES CITY COLLEGE FOUNDATION
855 N VERMONT AVENUE
LOS ANGELES
,
CA
90029
NONE
PC
GENERAL SUPPORT
10,000
WOMEN'S GUILD OF CEDARS-SINAI
5757 WILSHIRE BLVD SUITE 335
LOS ANGELES
,
CA
90036
NONE
PC
GENERAL SUPPORT
10,000
NEW YORK PUBLIC LIBRARY
445 FIFTH AVENUE FLOOR 4
NEW YORK
,
NY
10016
NONE
PC
GENERAL SUPPORT
5,000
ACTORS' FUND OF AMERICA
650 FIRST STREET SUITE 7NW
NEW YORK
,
NY
10016
NONE
PC
GENERAL SUPPORT
5,000
LOS ANGELES CONSERVANCY
523 WEST SIXTH STREET SUITE 826
LOS ANGELES
,
CA
90014
NONE
PC
GENERAL SUPPORT
10,000
LESBIAN GAY BISEXUAL & TRANSGENDER COMMUNITY CENTER
208 W 13TH STREET
NEW YORK
,
NY
10011
NONE
PC
GENERAL SUPPORT
25,000
JEWISH BIG BROTHERS OF LOS ANGELES
6505 WILSHIRE BLVD 6TH FLOOR 600
LOS ANGELES
,
CA
90048
NONE
PC
GENERAL SUPPORT
5,000
DOWNTOWN WOMEN'S CENTER
442 S SAN PEDRO STREET
LOS ANGELES
,
CA
90013
NONE
PC
GENERAL SUPPORT
5,000
HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVENUE
WASHINGTON DC
,
DC
20006
NONE
PC
GENERAL SUPPORT
5,000
CHILDREN'S ACTION NETWORK
11849 WEST OLYMPIC BLVD SUITE 101
LOS ANGELES
,
CA
90064
NONE
PC
GENERAL SUPPORT
5,000
ST JOSEPH CENTER
204 HAMPTON DRIVE
VENICE
,
CA
90291
NONE
PC
GENERAL SUPPORT
4,000
LOS ANGELES MUSEUM OF THE HOLOCAUST
100 S THE GROVE DRIVE
LOS ANGELES
,
CA
90036
NONE
PC
GENERAL SUPPORT
5,000
LIBERTY HILL FOUNDATION
360 N PACIFIC COAST HIGHWAY SUITE
2000
EL SEGUNDO
,
CA
90245
NONE
PC
GENERAL SUPPORT
2,000
BAILEY HOUSE
14 PENN PLAZA 9TH FLOOR
NEW YORK
,
NY
10122
NONE
PC
GENERAL SUPPORT
1,000
GREAT AMERICAN SONGBOOK FOUNDATION
ONE CENTER GREEN
CARMEL
,
IN
46032
NONE
PC
GENERAL SUPPORT
3,000
TREVOR PROJECT
PO BOX 69232
WEST HOLLYWOOD
,
CA
90069
NONE
PC
GENERAL SUPPORT
5,000
VENICE FAMILY CLINIC
604 ROSE AVE
VENICE
,
CA
90291
NONE
PC
GENERAL SUPPORT
10,000
LA GAY & LESBIAN CENTER
1625 N SCHRADER BLVD
LOS ANGELES
,
CA
90028
NONE
PC
GENERAL SUPPORT
25,000
JUILLIARD SCHOOL THE
60 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
NONE
PC
GENERAL SUPPORT
5,000
BREAST CANCER RESEARCH FOUNDATION
28 WEST 44TH STREET SUITE 609
NEW YORK
,
NY
10036
NONE
PC
GENERAL SUPPORT
10,000
BREAST CANCER RESEARCH FOUNDATION
PO BOX 102104
PASADENA
,
CA
91189
NONE
PC
GENERAL SUPPORT
5,000
WEST HOLLYWOOD COMMUNITY HOUSING CORPORATION
7530 SANTA MONICA BLVD SUITE 1
WEST HOLLYWOOD
,
CA
90046
NONE
PC
GENERAL SUPPORT
10,000
HELP GROUP THE
13130 BURBANK BLVD TEDDY BEAR BALL
SHERMAN OAKS
,
CA
91401
NONE
PC
GENERAL SUPPORT
5,000
ROCK AND ROLL HALL OF FAME AND MUSEUM
162 WEST 56TH STREET SUITE 405
NEW YORK
,
NY
10019
NONE
PC
GENERAL SUPPORT
7,500
NATURAL RESOURCES DEFENSE COUNCIL
SPECIAL PROJECTS DEPARTMENT 1314
2ND STREET
SANTA MONICA
,
CA
90401
NONE
PC
GENERAL SUPPORT
25,000
SOCIAL IMPACT FUND
750 W 7TH STREET BOX 811026
LOS ANGELES
,
CA
90081
NONE
PC
GENERAL SUPPORT
10,000
CITY YEAR
606 S OLIVE STREET 2ND FLOOR
LOS ANGELES
,
CA
90014
NONE
PC
GENERAL SUPPORT
25,000
BET TZEDEK
3250 WILSHIRE BLVD 13TH FLOOR
LOS ANGELES
,
CA
90010
NONE
PC
GENERAL SUPPORT
5,000
JEWISH BIG BROTHERS OF LOS ANGELES
6505 WILSHIRE BLVD 6TH FLOOR 600
LOS ANGELES
,
CA
90048
NONE
PC
GENERAL SUPPORT
398
PEOPLE FOR THE AMERICAN WAY
1101 15TH STREET NW SUITE 600
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
20,000
YOUNG EISNER SCHOLARS
969 STONE CANYON ROAD
LOS ANGELES
,
CA
90077
NONE
PC
GENERAL SUPPORT
100,000
DOE FUND THE
345 E 102ND ST 305
NEW YORK
,
NY
10029
NONE
PC
GENERAL SUPPORT
10,000
ROUNDABOUT THEATRE COMPANY
231 WEST 39TH STREET SUITE 1200
NEW YORK
,
NY
10018
NONE
PC
GENERAL SUPPORT
2,000
ELTON JOHN AIDS FOUNDATION
584 BROADWAY SUITE 906
NEW YORK
,
NY
10012
NONE
PC
GENERAL SUPPORT
3,000
AWAKENING RECOVERY
1310 N STANLEY AVENUE
LOS ANGELES
,
CA
90046
NONE
PC
GENERAL SUPPORT
50,000
J STREET EDUCATION FUND
PO BOX 66073
WASHINGTON
,
DC
20035
NONE
PC
GENERAL SUPPORT
5,000
TRUE COLORS UNITED
1440 G STREET NW
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
5,000
ONE CAMPAIGN
1299 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON
,
DC
20004
NONE
PC
GENERAL SUPPORT
25,000
Total
.................................
3a
41,175,591
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Page 12
Form 990-PF (2019)
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
...........
4
Dividends and interest from securities
....
14
27,158,567
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
.....
14
14,769
8
Gain or (loss) from sales of assets other than
inventory
............
18
32,153,472
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
A-GRADE HOLDINGS, LLC
14
4,573
b
AIR MAIL LLC
14
-382,657
c
BLACKSTONE TOTAL ALTERNATIVES
14
-14,130
d
CLAREMOUNT V ASSOCIATES
14
-7,311
e
CLAREMOUNT VI ASSOCIATES
14
-2,851
f
COATUE CT XXI LLC
14
-4,353
g
COATUE EARLY STAGE FUND LP
14
-37,781
h
HEDOSOPHIA PARTNERS III
14
-191,908
i
ICONIQ STRATEGIC PARTNERS IV-B LP
14
-50,747
j
OREI FUND, I LP.
14
-92,454
k
RAINE VENTURE PARTNER II
14
-85,657
l
RAINE VENTURES PARTNERS I
14
-27,137
m
RIDGEBACK OPPORTUNITIES FUND LP
14
-15,819
n
SILVER LAKE PARTNERS V
14
-297,848
o
SILVER LAKE PARTNERS V CAYMAN
14
-380
p
SILVER LAKE PARTNERS V DE (AIV II)
14
-13,178
q
SILVER LAKE PARTNERS V DE (AIV III)
14
-1,510
r
SILVER LAKE PARTNERS V DE (AIV IV)
14
-306
s
SILVER LAKE PARTNERS V DE (AIV) MARQUEE
14
-98
t
SILVER LAKE PARTNERS V DE AIV
14
-1,994
12
Subtotal. Add columns (b), (d), and (e)
..
-817,116
55,965,817
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
55,148,701
(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.)
Form
990-PF
(2019)
Page 13
Form 990-PF (2019)
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.
2020-11-13
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
ROBERT FARR
Preparer's Signature
Date
Check if self-
employed
PTIN
P00602311
Firm's name
PRICEWATERHOUSECOOPERS LLP
Firm's EIN
13-4008324
Firm's address
405 HOWARD STREET SUITE 600
SAN FRANCISCO
,
CA
94105
Phone no.
(415) 498-5000
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description