efile Public Visual Render
ObjectId: 202141349349101679 - Submission: 2021-05-14
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
20
Open to Public Inspection
For calendar year 2020, or tax year beginning
01-01-2020
, and ending
12-31-2020
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)
$
9,204,699
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
29,745
29,745
4
Dividends and interest from securities
...
147,647
147,647
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
118,522
b
Gross sales price for all assets on line 6a
2,364,415
7
Capital gain net income (from Part IV, line 2)
...
118,522
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12,025
12,025
12
Total.
Add lines 1 through 11
........
307,939
307,939
13
Compensation of officers, directors, trustees, etc.
70,000
17,500
52,500
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
210
105
105
b
Accounting fees (attach schedule)
.......
17,436
8,718
8,718
c
Other professional fees (attach schedule)
....
75,417
75,417
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
979
969
10
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
448
68
381
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
164,490
102,777
61,714
25
Contributions, gifts, grants paid
.......
418,750
418,750
26
Total expenses and disbursements.
Add lines 24 and 25
583,240
102,777
480,464
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-275,301
b
Net investment income
(if negative, enter -0-)
205,162
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2020)
Page 2
Form 990-PF (2020)
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
.............
7,144
19,724
19,724
2
Savings and temporary cash investments
.........
170,853
316,829
316,829
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)
999,050
612,054
652,360
b
Investments—corporate stock (attach schedule)
.......
5,081,659
5,029,063
6,452,417
c
Investments—corporate bonds (attach schedule)
.......
850,165
850,165
732,450
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
854,586
870,453
1,030,919
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
7,963,457
7,698,288
9,204,699
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
)
148
10,280
23
Total liabilities
(add lines 17 through 22)
.........
148
10,280
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
........
7,963,309
7,688,008
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
7,963,309
7,688,008
30
Total liabilities and net assets/fund balances
(see instructions)
.
7,963,457
7,698,288
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
7,963,309
2
Enter amount from Part I, line 27a
.....................
2
-275,301
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
7,688,008
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 29
.
6
7,688,008
Form
990-PF
(2020)
Page 3
Form 990-PF (2020)
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
10,000 BCS CI AUTO BAC
2019-10-25
2020-01-30
b
347 ACCENTURE PLC IRELAND CL A
2018-07-05
2020-02-14
c
843 ACTIVISION BLIZZARD INC
2018-01-17
2020-08-07
d
1191 BOSTON SCIENTIFIC CORP
2018-04-12
2020-02-03
e
223 CHEVRON CORP
2015-08-20
2020-04-15
30 CHEVRON CORP
2016-11-23
2020-04-15
383 CHUBB LTD
2016-08-18
2020-03-13
1977 CISCO SYS INC
2018-04-13
2020-03-19
410 DEERE & CO
2018-09-07
2020-09-11
640 EOG RESOURCES INC
2015-08-20
2020-05-26
1099 INTEL CORP
2019-03-08
2020-12-09
538 INTEL CORP
2019-03-29
2020-12-09
396 JOHNSON & JOHNSON
2017-12-12
2020-11-10
632 LOWES COMPANIES, INC
2017-04-28
2020-06-25
246 MCDONALDS CORP
2019-03-29
2020-11-05
368 NEXTERA ENERGY INC
2018-03-14
2020-10-13
.14 RAYTHEON TECHNOLOGIES CORP
2019-02-07
2020-04-03
222 RAYTHEON TECHNOLOGIES CORP
2018-08-09
2020-04-15
295 RAYTHEON TECHNOLOGIES CORP
2019-02-07
2020-04-15
347 STANLEY BLACK & DECKER INC
2017-11-21
2020-05-26
317 THERMO FISHER SCIENTIFIC
2015-08-20
2020-07-17
222 UNITED TECHNOLOGIES CORP
2018-08-09
2020-03-19
176 UNITED HEALTH GP INC
2018-08-10
2020-02-03
.6 VONTIER CORPORATION
2016-03-03
2020-10-09
888 WELLS FARGO & CO NEW
2015-08-20
2020-10-13
20,000 US TREASURY
2019-11-26
2020-02-13
30,000 DUKE ENERGY CORP
2011-11-16
2020-02-07
3,000 THE BOEING CO
2019-11-19
2020-03-25
12,000 THE BOEING CO
2019-11-19
2020-03-27
10,000 US TREASURY
2018-05-10
2020-03-06
15,000 US TREASURY
2019-03-07
2020-03-12
10,000 US TREASURY
2018-01-20
2020-03-12
25,000 US TREASURY
2018-01-10
2020-03-18
10,000 US TREASURY
2018-11-15
2020-03-25
6,779.776 STONE RIDGE REINSURANCE RISK
2018-03-22
2020-02-28
2804.615 DFA US SMALL CAP VALUE
2020-03-09
365.798 DFA COMMODITY STRATEGY PORT INST
2020-04-06
21,968.931 DFA COMMODITY STRATEGY PORT
2020-04-06
20,000 US TREASURY
2019-11-26
2020-05-21
725.161 STONE RIDGE REINSURANCE RISK
2018-03-22
2020-05-29
14,028.056 DFA TWO-YEAR GLOBAL FIXED INCOME
2018-12-04
2020-07-01
13,351.135 SCHWAB FUNDAMENTAL INTL
2016-06-06
2020-07-01
25,000 ALHAMBRA CA USD
2011-02-10
2020-08-01
15,000 WESTPAC BANKING CORP
2018-09-10
2020-08-13
20,000 TOYOTA MOTOR
2019-06-10
2020-08-25
10,000 UNITED HEALTH
2018-09-06
2020-08-25
215.893 STONE RIDGE TR II
2018-03-22
2020-08-21
382.306 DFA TWO-YEAR GLOBAL
2020-09-25
9594.138 DFA TWO-YEAR GLOBAL
2020-09-25
400 ISHARES CORE
2016-11-23
2020-09-25
925 ISHARES CORE
2016-11-23
2020-09-25
8,000 MEDTRONIC PLC
2019-03-19
2020-10-29
15,000 HSBC HOLDINGS
2019-11-19
2020-11-05
25,000 THE HOME DEPOT
2015-06-11
2020-10-30
20,000 VERMONT HOUSING
2018-01-09
2020-11-01
93.553 STONE RIDGE TR II
2018-03-22
2020-11-20
112.425 PIMCO SHORT ASSET INVESTMENT
2020-12-29
215 ISHARES RUSSELL
2016-09-07
2020-12-01
9998.39 PIMCO SHORT ASSET INVESTMENT
2020-12-29
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
100,000
100,000
0
b
73,831
56,996
16,835
c
70,392
59,489
10,903
d
50,279
33,689
16,590
e
18,187
17,980
207
2,447
3,337
-890
43,655
48,607
-4,952
74,404
84,785
-10,381
89,036
60,537
28,499
33,932
49,977
-16,045
55,223
57,437
-2,214
27,034
28,897
-1,863
58,475
56,710
1,765
82,555
53,339
29,216
53,085
46,769
6,316
110,294
58,000
52,294
9
11
-2
14,012
16,477
-2,465
18,620
22,118
-3,498
44,095
57,533
-13,438
124,508
42,142
82,366
16,710
29,869
-13,159
48,268
45,935
2,333
16
10
6
22,265
49,965
-27,700
20,073
20,115
-42
30,698
32,947
-2,249
2,580
3,151
-571
11,070
12,606
-1,536
11,592
9,813
1,779
15,756
14,097
1,659
10,655
10,041
614
26,931
24,354
2,577
10,408
9,517
891
53,269
61,163
-7,894
67,487
100,417
-32,930
1,580
1,990
-410
94,886
130,018
-35,132
20,376
20,130
246
5,673
6,542
-869
139,980
140,012
-32
100,000
103,738
-3,738
25,000
25,014
-14
15,248
14,472
776
20,792
20,488
304
10,320
9,940
380
8,700
9,738
-1,038
3,818
3,787
31
95,826
95,684
142
27,319
27,000
319
63,175
62,438
737
8,309
8,105
204
15,750
15,683
67
26,282
24,367
1,915
20,000
20,025
-25
3,856
4,220
-364
1,125
1,119
6
50,337
22,549
27,788
100,064
100,004
60
14,148
14,148
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
0
b
16,835
c
10,903
d
16,590
e
207
-890
-4,952
-10,381
28,499
-16,045
-2,214
-1,863
1,765
29,216
6,316
52,294
-2
-2,465
-3,498
-13,438
82,366
-13,159
2,333
6
-27,700
-42
-2,249
-571
-1,536
1,779
1,659
614
2,577
891
-7,894
-32,930
-410
-35,132
246
-869
-32
-3,738
-14
776
304
380
-1,038
31
142
319
737
204
67
1,915
-25
-364
6
27,788
60
14,148
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
118,522
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1
Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved
...........................
2
3
Reserved
...........................
3
4
Reserved
...........................
4
5
Reserved
...........................
5
6
Reserved
...........................
6
7
Reserved
...........................
7
8
Reserved
,..........................
8
Form
990-PF
(2020)
Page 4
Form 990-PF (2020)
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
Reserved
................................
1
2,852
c
All other domestic foundations enter 1.39% 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
2,852
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
2,852
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
6,629
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
6,629
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
3,777
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
3,777
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 2020 or the taxable year beginning in 2020? 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
(2020)
Page 5
Form 990-PF (2020)
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 2020, 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 2020?
.............
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 2020, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2020?
.............
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 2020 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 2020.)
..................
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 2020?
4b
No
Form
990-PF
(2020)
Page 6
Form 990-PF (2020)
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
10,000
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
(2020)
Page 7
Form 990-PF (2020)
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
(2020)
Page 8
Form 990-PF (2020)
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
8,076,179
b
Average of monthly cash balances
.......................
1b
419,123
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
8,495,302
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
8,495,302
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
127,430
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
8,367,872
6
Minimum investment return.
Enter 5% of line 5
..................
6
418,394
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
418,394
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
2,852
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
2,852
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
415,542
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
415,542
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
415,542
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
480,464
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
480,464
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
480,464
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
(2020)
Page 9
Form 990-PF (2020)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2019
(c)
2019
(d)
2020
1
Distributable amount for 2020 from Part XI, line 7
415,542
2
Undistributed income, if any, as of the end of 2020:
a
Enter amount for 2019 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2020:
a
From 2015
......
b
From 2016
......
2,723
c
From 2017
......
174,227
d
From 2018
......
e
From 2019
......
193,411
f
Total
of lines 3a through e
........
370,361
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
480,464
a
Applied to 2019, 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 2020 distributable amount
.....
415,542
e
Remaining amount distributed out of corpus
64,922
5
Excess distributions carryover applied to 2020.
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
435,283
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 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2021. 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 2015 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
435,283
10
Analysis of line 9:
a
Excess from 2016
....
2,723
b
Excess from 2017
....
174,227
c
Excess from 2018
....
d
Excess from 2019
....
193,411
e
Excess from 2020
....
64,922
Form
990-PF
(2020)
Page 10
Form 990-PF (2020)
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 2020, 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)
2020
(b)
2019
(c)
2018
(d)
2017
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
(2020)
Page 11
Form 990-PF (2020)
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
13,000
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
ONE BATTERY PARK PLAZA 25TH FLOOR
NEW YORK
,
NY
10004
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
AMERICAN JEWISH UNIVERSITY
15600 MULHOLLAND DR
LOS ANGELES
,
CA
90077
NONE
PC
EDUCATIONAL SUPPORT PROGRAM
500
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
ARTHRITIS FOUNDATION
1330 W PEACHTREE STREET 100
ATLANTA
,
GA
30309
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
BEAUTY BUS FOUNDATION
2716 OCEAN PARK BLVD STE 1062
SANTA MONICA
,
CA
90405
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
BEIT T'SHUVAH
8831 VENICE BOULEVARD
LOS ANGELES
,
CA
90034
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
BEVERLY HILLS FIREFIGHTERS ASSOCIATION
PO BOX 1720
BEVERLY HILLS
,
CA
90213
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
800
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE
NEW YORK
,
NY
10017
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
BRAILLE INSTITUTE OF AMERICA
1515 HOLCOMBE BLVD
HOUSTON
,
TX
77030
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
CAMP DEL CORAZON
11615 HESBY ST
NORTH HOLLYWOOD
,
CA
91601
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
100
CEDARS-SINAI
8700 BEVERLY BLVD
LOS ANGELES
,
CA
90048
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
5,000
CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710
TUCSON
,
AZ
85702
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
10,000
CFROG
2101 WEBSTER ST SUITE 1300
OAKLAND
,
CA
94612
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
CHAMBER MUSIC SOCIETY OF SAN FRANCISCO
1314 34TH AVE
SAN FRANCISCO
,
CA
94122
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
CHAPMAN UNIVERSITY
1 UNIVERSITY DRIVE
ORANGE
,
CA
92866
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
CHH FOUNDATION INC
11825 PENNSYLVANIA ST CARMEL
CARMEL
,
IN
46032
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
CHILDREN'S FOUNDATION OF AMERICA
201 N INDIAN HILL BLVD STE 200
CLAREMONT
,
CA
91711
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
CHILDREN'S HOSPITAL LOS ANGELES
474 S RAYMOND AVE
PASADENA
,
CA
91105
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
CITY OF HOPE
1500 E DUARTE RD
DUARTE
,
CA
91010
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
COLORADO COLLEGE
741 NORTH VERMONT AVENUE
LOS ANGELES
,
CA
90029
NONE
PC
READING FOR THE BLIND
1,000
COMPASSION & CHOICES
101 SW MADISON ST 8009
PORTLAND
,
OR
97207
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
CONCERN FOUNDATION
11111 WEST OLYMPIC BOULEVARD SUITE
214
LOS ANGELES
,
CA
90064
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
6,000
CONSERVATION INTERNATIONAL
2011 CRYSTAL DRIVE SUITE 500
ARLINGTON
,
VA
22202
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
10,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET
NEW YORK
,
NY
10006
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
5,000
ENVIRONMENTAL DEFENSE FUND
5300 ANGELES VISTA BOULEVARD
LOS ANGELES
,
CA
90043
NONE
PC
AID TO THE VISUALLY IMPAIRED
10,500
FAR WEST
POBOX 7913
LOS ANGELES
,
CA
900070913
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
FEATHER RIVER LAND TRUST
75 COURT ST
QUINCY
,
CA
95971
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
FEEDING AMERICA
11759 MISSOURI AVE
LOS ANGELES
,
CA
90025
NONE
PC
SUPPORT PROGRAMS FOR ADULT CAREGIVERS
1,000
FOUNTAIN VALLEY SCHOOL
1663 SAWTELLE BLVD 300
LOS ANGELES
,
CA
90025
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
FRIENDS OF LARC
10560 WILSHIRE BLVD APT 1403
LOS ANGELES
,
CA
90024
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
GEFFEN PLAYHOUSE
10886 LE CONTE AVE
LOS ANGELES
,
CA
90024
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,500
GUIDING EYES FOR THE BLIND
4700 W RAMONA BLVD 1
MONTEREY PARK
,
CA
91754
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
HABITAT FOR HUMANITY INTERNATIONAL
420 S 1ST STREET
MILWAUKEE
,
WI
53204
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
HEAL THE BAY
1444 NINTH STREET
SANTA MONICA
,
CA
90401
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
HELP OF OJAI
5025 THACHER RD
OJAI
,
CA
93023
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,500
INTERNATIONAL FUND FOR ANIMAL WELFARE
290 SUMMER STREET
YARMOUTH PORT
,
MA
02675
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
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
5,000
JEWISH VOCATIONAL SERVICE
6505 WILSHIRE BLVD 200
LOS ANGELES
,
CA
90048
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
KAPPA KAPPA GAMMA FOUNDATION
530 EAST TOWN STREET
COLUMBUS
,
OH
43215
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
KCRW FOUNDATION INC
1900 PICO BOULEVARD
SANTA MONICA
,
CA
90405
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
5,500
KPCC
10495 CALIFORNIA STATE ROUTE 2
LOS ANGELES
,
CA
90025
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,350
KUSC
8831 VENICE BLVD
LOS ANGELES
,
CA
90034
NONE
PC
TEMPLE PROGRAMS
500
LIVE OAK SCHOOL
315 LINDEN ST
SAN FRANCISCO
,
CA
94102
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
6,000
LOS ANGELES COUNTY MUSEUM OF ART
26026 PIUNA RD
CALABASAS
,
CA
91302
NONE
PC
PROTECTION FOR WILDLIFE
2,500
LOS ANGELES JEWISH HOME FOR THE AGING
7150 TAMPA AVE
RESEDA
,
CA
91335
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,500
LOS ANGELES ORPHANAGE GUILD
149 S BARRINGTON AVE STE 332
LOS ANGELES
,
CA
90049
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
LOS ANGELES PHILHARMONIC
6155 FOUNTAIN VALLEY SCHOOL
COLORADO SPRINGS
,
CO
80911
NONE
PC
EDUCATIONAL SUPPORT PROGRAM
2,000
LOS ANGELES REGIONAL FOOD BANK
1734 E 41ST ST
LOS ANGELES
,
CA
90058
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
4,250
LOS PADRES FOREST WATCH
PO BOX 831
SANTA BARBARA
,
CA
93102
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
MALIBU URGENT CARE
23656 PACIFIC COAST HWY
MALIBU
,
CA
90265
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
10,000
MERCY CORPS
45 SW ANKENY STREET
PORTLAND
,
OR
97204
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
MUSEUM OF CRAFT AND DESIGN
111 SOUTH GRAND AVE
LOS ANGELES
,
CA
90012
NONE
PC
ENDOWMENT OF THE PHILHARMONIC
32,400
MUTTS WITH A MISSION
3122 HIGH STREET
PORTSMOUTH
,
VA
23707
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
NATIONAL AUDUBON SOCIETY
225 VARICK ST
NEW YORK
,
NY
10014
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
NATIONAL JEWISH HEALTH
1400 JACKSON ST
DENVER
,
CO
80206
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
450
NATIONAL PARK FOUNDATION
70 SW CENTURY DRIVE SUITE 100-118
BEND
,
OR
97702
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
300
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVE
RESTON
,
VA
20190
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
OJAI VALLEY COMMUNITY HOSPITAL FOUNDATION
1301 MARICOPA HWY
OJAI
,
CA
93023
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
OJAI VALLEY MUSEUM
130 W OJAI AVE
OJAI
,
CA
93023
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,500
OJAI VALLEY TENNIS CLUB
PO BOX 482
OJAI
,
CA
93024
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
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
135 N GRAND AVENUE
LOS ANGELES
,
CA
90012
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
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
1,000
PETS FOR VETS
3139 SMOKESTONE CT NE
ATLANTA
,
GA
30345
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
PICO UNION PROJECT
1153 VALENCIA ST
LOS ANGELES
,
CA
90015
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
250
PLANNED PARENTHOOD
924 WESTWOOD BLVD SUITE 400
LOS ANGELES
,
CA
90095
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
15,000
PROJECT ANGEL FOOD
922 VINE ST
LOS ANGELES
,
CA
90038
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
PROJECT K-9 HERO
103 W MANNING ST
CHATTANOOGA
,
TN
37405
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
RESOURCE RENEWAL INSTITUTE
187 E BLITHEDALE AVE
MILL VALLEY
,
CA
94941
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
SAN FRANCISCO BICYCLE COALITION
1720 MARKET ST
SAN FRANCISCO
,
CA
94102
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREET
SAN FRANCISCO
,
CA
94103
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
600
SAVE THE REDWOODS LEAGUE
111 SUTTER STREET 11TH FLOOR
SAN FRANCISCO
,
CA
94104
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
250
SHARE OUR STRENGTH
1030 15TH ST NW SUITE 1100 W
WASHINGTON
,
DC
20005
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
5,000
SHOES4GRADES
1695 LOCUST ST
PASADENA
,
CA
91106
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
SIERRA CLUB FOUNDATION
2101 WEBSTER STREET
OAKLAND
,
CA
94612
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
SPCALA
900 HILGARD AVE
LOS ANGELES
,
CA
90024
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
6,000
SPUR
654 MISSION STREET
SAN FRANCISCO
,
CA
94105
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
ST VINCENT MEALS ON WHEELS
2303 MIRAMAR STREET
LOS ANGELES
,
CA
90057
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
STAND WITH US
263 WEST 38TH STREET 4TH FL
NEW YORK
,
NY
10018
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
SURFRIDER FOUNDATION
6505 WILSHIRE BLVD 7TH FL
LOS ANGELES
,
CA
90048
NONE
PC
VOCATIONAL TRAINING
1,000
TEEN LINE
PO BOX 48750
LOS ANGELES
,
CA
90048
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
THE ARCHER SCHOOL FOR GIRLS
11725 W SUNSET BLVD
LOS ANGELES
,
CA
90049
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
THE BREAST CANCER RESEARCH FOUNDATION
28 WEST 44TH ST SUITE 609
NEW YORK
,
NY
10036
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
THE CREW
529 S MAIN ST
KENDALLVILLE
,
IN
467552112
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
THE DISCOVERY EYE FOUNDATION
9390 N SANTA MONICA BLVD
BEVERLY HILLS
,
CA
90210
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
10,000
THE GRAMMY MUSEUM
800 W OLYMPIC BLVD STE A245
LOS ANGELES
,
CA
900151379
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
5,000
THE HUMANE SOCIETY OF THE UNITED STATES
PO BOX 1210
CLAREMONT
,
CA
91711
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
THE JEWISH FEDERATION
1612 K STREET NW SUITE 904
WASHINGTON
,
DC
20006
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
25,000
THE MAPLE COUNSELING CENTER
1900 PICO BOULEVARD
SANTA MONICA
,
CA
90405
NONE
PC
PUBLIC BROADCASTING PROGRAM SUPPORT
1,500
THE NATURE CONSERVANCY
240 N MADISON AVE
LOS ANGELES
,
CA
90004
NONE
PC
PREVENT HOMELESSNESS
1,000
THE RAPE FOUNDATION
1223 WILSHIRE BLVD NO 410
SANTA MONICA
,
CA
90403
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
THE SALVATION ARMY
615 SLATERS LANE
ALEXANDRIA
,
VA
22314
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
THE WILDERNESS SOCIETY
1615 M STREET NW
WASHINGTON
,
DC
20036
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
TREE PEOPLE
15840 VENTURA BLVD 200
ENCINO
,
CA
91436
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
TRUSTEES OF THE UNIV OF PENNSYLVANIA
3451 WALNUT ST RM 310
PHILADELPHIA
,
PA
19104
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
5,000
TULANE UNIVERSITY
1430 TULANE AVE BOX 8509
NEW ORLEANS
,
LA
70112
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARE
CAMBRIDGE
,
MA
02138
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
VENTURA CITY CORPS
77 NORTH CALIFORNIA STREET
VENTURA
,
CA
93001
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
1,000
VENTURA LAND TRUST
3451 FOOTHILL RD 201
VENTURA
,
CA
93003
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
5,000
VISTA DEL MAR CHILD AND FAMILY SERVICES
6505 WILSHIRE BLVD
LOS ANGELES
,
CA
90048
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
100,000
WALLIS ANNENBERG CENTER FOR PERFORMING ARTS
1555 MARIPOSA STREET
SAN FRANCISCO
,
CA
94107
NONE
PC
ENHANCE EDUCATIONAL PROGRAMS
5,000
WAYFINDER FAMILY SERVICES
5300 ANGELES VISTA BOULEVARD
LOS ANGELES
,
CA
90043
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
500
WESTSIDE GERMAN SHEPHERD RESCUE
3016 S HILL ST
LOS ANGELES
,
CA
90007
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
5,000
WOMEN AGAINST GUN VIOLENCE
8800 VENICE BLVD STE 304
LOS ANGELES
,
CA
90034
NONE
PC
GUN VIOLENCE PREVENTION
5,000
WORLD CENTRAL KITCHEN
655 NEW YORK AVE NW 6TH FLOOR
WASHINGTON
,
DC
20001
NONE
PC
SUPPORT OF ORGANIZATION'S MISSION
2,500
WORLD WILDLIFE FUND
8383 WILSHIRE BLVD STE 337
LOS ANGELES
,
CA
90211
NONE
PC
CANCER RESEARCH
10,000
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
418,750
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2020)
Page 12
Form 990-PF (2020)
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
29,745
4
Dividends and interest from securities
....
14
147,647
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
12,025
8
Gain or (loss) from sales of assets other than
inventory
............
14
118,522
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
307,939
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
307,939
(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
(2020)
Page 13
Form 990-PF (2020)
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.
2021-05-12
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 E 900
LOS ANGELES
,
CA
90067
Phone no.
(310) 552-0960
Form
990-PF
(2020)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description