efile Public Visual Render
ObjectId: 202243119349101224 - Submission: 2022-11-07
TIN: 23-7433359
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. 1545-0047
20
21
Open to Public Inspection
For calendar year 2021, or tax year beginning
01-01-2021
, and ending
12-31-2021
Name of foundation
AUTRY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
4383 COLFAX AVENUE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STUDIO CITY
,
CA
91604
A Employer identification number
23-7433359
B
Telephone number (see instructions)
(818) 752-7770
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)
$
22,728,616
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
4
Dividends and interest from securities
...
928,943
928,943
928,943
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
157,347
b
Gross sales price for all assets on line 6a
3,077,489
7
Capital gain net income (from Part IV, line 2)
...
157,347
8
Net short-term capital gain
.........
11,721
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)
.......
513,182
513,182
12
Total.
Add lines 1 through 11
........
1,599,472
1,599,472
940,664
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
5,601
5,601
c
Other professional fees (attach schedule)
....
84,849
84,849
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
22,330
1,143
150
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
1,938
1,938
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
114,718
93,531
150
25
Contributions, gifts, grants paid
.......
965,000
965,000
26
Total expenses and disbursements.
Add lines 24 and 25
1,079,718
93,531
965,150
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
519,754
b
Net investment income
(if negative, enter -0-)
1,505,941
c
Adjusted net income
(if negative, enter -0-)
...
940,664
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2021)
Page 2
Form 990-PF (2021)
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
.............
162,067
426,257
426,257
2
Savings and temporary cash investments
.........
1,691,671
2,524,076
2,524,076
3
Accounts receivable
1,164
Less: allowance for doubtful accounts
352
1,164
1,164
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
..........
398
10a
Investments—U.S. and state government obligations (attach schedule)
964,585
962,084
1,191,385
b
Investments—corporate stock (attach schedule)
.......
13,271,200
13,257,571
11,975,139
c
Investments—corporate bonds (attach schedule)
.......
2,891,882
2,411,067
2,560,207
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
3,672,664
3,599,063
3,940,388
14
Land, buildings, and equipment: basis
1,644,065
Less: accumulated depreciation (attach schedule)
1,644,065
15
Other assets (describe
)
110,000
110,000
110,000
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
22,764,819
23,291,282
22,728,616
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
)
6,709
23
Total liabilities
(add lines 17 through 22)
.........
6,709
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
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
22,764,819
23,284,573
29
Total net assets or fund balances
(see instructions)
.....
22,764,819
23,284,573
30
Total liabilities and net assets/fund balances
(see instructions)
.
22,764,819
23,291,282
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
22,764,819
2
Enter amount from Part I, line 27a
.....................
2
519,754
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
23,284,573
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
23,284,573
Form
990-PF
(2021)
Page 3
Form 990-PF (2021)
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
INVESCO STEELPATH CLASS ACTION
P
2021-12-07
b
350000 COMCAST CORP
P
2019-07-25
2021-06-24
c
269 FNMA POOL #190953
P
1950-01-01
2021-12-31
d
115000 GENERAL ELEC CAP
P
2010-06-14
2021-12-01
e
15430.609 INV OPP STLPTH ALPH-A
P
2014-05-05
2021-03-29
15151.515 PIMCO LOW DURATION FD
P
2019-06-13
2021-09-02
567 PUBLIC STORAGE 4.9% PFD
P
2020-03-20
2021-12-30
50353.894 TCW EMRG MKTS INC
P
2019-07-31
2021-10-22
25 AFFILIATED MANAGERS GROUP PFD
P
2021-05-19
2019-08-08
48 AFFILIATED MANAGERS GROUP PFD 4.75% PFD
P
2020-09-18
2021-05-19
125 ALABAMA POWER CO 5.% PFD
P
2019-08-08
2021-05-19
41 ALGONQUIN PWR & UTILITY PFD
P
2019-08-08
2021-05-19
15 ALLSTATE CORP PFD
P
2019-08-08
2021-05-19
103 ALLSTATE CORP 4.75% PFD
P
2019-12-18
2021-05-19
116 ALLSTATE CORP 5.1% PFD
P
2019-08-12
2021-05-19
228 ALLSTATE CORP 5.625% PFD
P
2019-08-08
2021-05-19
74 AMERICAN FINANCIAL GROUP PFD
P
2019-12-18
2021-05-19
237 AMERICAN INTL GROUP 5.85% PFD
P
2019-08-08
2021-05-19
3943 ARCH CAPITAL GROUP LTD 5.25%
P
2019-08-08
2021-05-19
217 ARCH CAPITAL GROUP LTD 5.45%
P
2019-08-08
2021-05-19
745 ASSOC BANC CORP 5.375%
P
2019-08-08
2021-05-19
40 ASSOC BANC CORP 5.625%
P
2020-06-10
2021-05-19
64 ASSOC BANC CORP 5.875%
P
2019-08-08
2021-05-19
214 at&t INC 4.75% PFD
P
2020-02-18
2021-05-19
220 AT&T INC 5.0% PFD
P
2019-12-06
2021-05-19
48 BANK OF AMERICA CORP 4.125% PFD
P
2021-02-02
2021-05-19
41 BANK OF AMERICA CORP 4.375% PFD
P
2020-10-28
2021-05-19
171 BANK OF AMERICA CORP 5.0% PFD
P
2019-09-12
2021-05-19
97 BANK OF AMERICA CORP 5.375% PFD
P
2019-08-08
2021-05-19
67 BANK OF AMERICA CORP 5.875% PFD
P
2019-08-08
2021-05-19
2191 BANK OF AMERICA CORP 6.0% PFD
P
2019-08-08
2021-04-26
2185 BANK OF AMERICA CORP 6.2% PFD
P
2019-08-08
2021-01-29
38 BERKLEY (WR) CORPORATION PFD
P
2019-12-10
2021-05-19
44 BERKLEY (WR) CORPORATION PFD 4.25%
P
2020-09-17
2021-05-19
3458 BERKLEY (WR) CORPORATION PFD 5.75% PFD
P
2019-08-08
2021-05-19
554 BERKLEY (WR) CORPORATION PFD 5.9% PFD
P
2019-08-08
2021-03-01
104 CAPITAL ONE FINANCIAL CO 4.8% PFD
P
2020-01-29
2021-05-19
243 CAPITAL ONE FINANCIAL CO 5.0% PFD
P
2019-09-05
2021-05-19
875 CAPITAL ONE FINANCIAL CO 5.2% PFD
P
2019-08-08
2021-12-01
98 CHARLES SCHWAB 5.95% PFD
P
2019-08-08
2021-05-19
6530 CHARLES SCHWAB 6.0% PFD
P
2015-07-27
2021-05-19
842 CITIGROUP INC 6.3% PFD
P
2019-08-08
2021-02-12
265 CITIGROUP INC 6.875% PFD
P
2019-08-08
2021-05-19
110 CITIGROUP INC 7.125% PFD
P
2019-08-08
2021-05-19
62 CITIZENS FINANCIAL GROUP 5.0% PFD
P
2019-10-22
2021-05-19
139 CITIZENS FINANCIAL GROUP 6.350% PFD
P
2019-08-08
2021-05-19
71 CMS ENERGY CORP PFD
P
2019-08-08
2021-05-19
23 CULLEN/FROST BANKERS INC 4.45% PFD
P
2020-11-13
2021-05-19
83 DIGITAL REALTY TRUST INC 5.2% PFD
P
2019-10-11
2021-05-19
7265 DOMINION ENERGY INC 5.25% PFD
P
2019-08-08
2021-05-19
1719 DTE ENERGY CO 5.375% PFD
P
2019-08-08
2021-05-19
30 DTE ENERGY CO 6.0 PFD
P
2019-08-08
2021-05-19
48 DUKE ENERGY CORP PFD
P
2019-08-08
2021-05-19
68 DUKE ENERGY CORP 5.75% PFD
P
2019-08-08
2021-05-19
259 ENBRIDGE INC PFD
P
2019-08-08
2021-05-19
115 ENTERGY ARKANSAS LLC PFD
P
2019-08-08
2021-05-19
84 ENTERGY LOUISIANA LLC 4.875% PFD
P
2019-08-08
2021-05-19
136 ENTERGY MISSISSIPPI LLC 4.9% PFD
P
2019-08-08
2021-05-19
821 ENTERGY NEW ORLEANS LLC 5.5% PFD
P
2019-08-08
2021-05-19
20 EQUITABLE HOLDINGS INC 5.25% PFD
P
2019-11-21
2021-05-19
90 FIFTH THIRD BANCORP 4.95% PFD
P
2019-09-13
2021-05-19
73 FIFTH THIRD BANCORP 6.625% PFD
P
2019-08-08
2021-05-19
8 FIRST HORIZON CORP 4.7% PFD
P
2021-05-07
2021-05-19
21 FIRST REPUBLIC BANK 4.125% PFD
P
2020-09-14
2021-05-19
69 FIRST REPUBLIC BANK 4.7% PFD
P
2020-01-14
2021-05-19
56 FIRST REPUBLIC BANK 5.125% PFD
P
2019-08-08
2021-05-19
98 FIRST REPUBLIC BANK 5.5% PFD
P
2019-08-08
2021-05-19
630 GATX CORP 5.625% PFD
P
2019-08-08
2021-06-01
101 GEORGIA POWER CO 5.0% PFD
P
2019-11-26
2021-05-19
239 GOLDMAN SACHS GROUP INC
P
2019-08-08
2021-05-19
248 GOLDMAN SACHS GROUP INC 5.5% PFD
P
2019-08-08
2021-05-19
94 GOLDMAN SACHS GROUP INC 6.375% PFD
P
2019-08-08
2021-05-19
19 HARTFORD FINL SVCS GRP 6.0% PFD
P
2019-08-08
2021-05-19
161 HARTFORD FINL SVCS GRP 7.875% PFD
P
2019-08-08
2021-05-19
48 HUNTINGTON BANCSHARES 4.5% PFD
P
2021-02-03
2021-05-19
70 JP MORGAN CHASE & CO 4.55% PFD
P
2021-03-11
2021-05-19
100 JP MORGAN CHASE & CO 4.75% PFD
P
2019-11-04
2021-05-19
128 JP MORGAN CHASE & CO 5.75% PFD
P
2019-08-08
2021-05-19
174 JP MORGAN CHASE & CO 6.0% PFD
P
2019-08-08
2021-05-19
97 KEYCORP 5.625% PFD
P
2019-08-08
2021-05-19
61 KEYCORP 5.65% PFD
P
2019-08-08
2021-05-19
228 KEYCORP 6.125% PFD
P
2019-08-08
2021-05-19
44 KIMCO REALTY CORP 5.125% PFD
P
2019-08-08
2021-05-19
68 KIMCO REALTY CORP 5.25% PFD
P
2019-08-08
2021-05-19
199 METLIFE INC 4.75% PFD
P
2020-01-08
2021-05-19
252 METLIFE INC 5.625% PFD
P
2019-08-08
2021-05-19
228 MLN MORGAN STANLEY
P
2019-08-08
2021-05-19
84 MORGAN STANLEY
P
2019-08-08
2021-05-19
98 MORGAN STANLEY 5.85% PFD
P
2019-08-08
2021-05-19
86 MORGAN STANLEY 6.375% PFD
P
2019-08-08
2021-05-19
93 MORGAN STANLEY 6.875% PFD
P
2019-08-08
2021-05-19
2014 NATIONAL RETAIL PROP INC 5.2% PFD
P
2019-08-08
2021-10-18
767 NATIONAL RURAL UTIL COOP PFD
P
2019-08-08
2021-03-29
83 NEXTERA ENERGY CAPITAL PFD
P
2019-08-08
2021-05-19
1347 NEXTERA ENERGY CAPITAL PFD 5.25% PFD
P
2019-08-08
2021-05-19
91 NORTHERN TRUST CORP 4.7% PFD
P
2019-10-30
2021-05-19
182 NY COMMUNITY BANCORP INC 6.375% PFD
P
2019-08-08
2021-05-19
136 PEOPLE'S UNITED FIN INC 5.625% PFD
P
2019-08-08
2021-05-19
472 PNC FINANCIAL SERVICES 6.125% PFD
P
2019-08-08
2021-05-19
26 PRUDENTIAL FINANCIAL INC PFD
P
2019-08-08
2021-05-19
141 PRUDENTIAL FINANCIAL INC 4.125% PFD
P
2020-08-19
2021-05-19
41 PS BUSINESS PARKS INC 4.875% PFD
P
2019-10-29
2021-05-19
84 PS BUSINESS PARKS INC 5.2% PFD
P
2019-08-08
2021-05-19
73 PS BUSINESS PARKS INC 5.25% PFD
P
2019-08-08
2021-05-19
3 PUBLIC STORAGE 3.9% PFD
P
2021-05-14
2021-05-19
60 PUBLIC STORAGE 4.625% PFD
P
2020-06-11
2021-05-19
1073 PUBLIC STORAGE 4.9% PFD
P
2020-03-20
2021-05-19
37 PUBLIC STORAGE 5.05% PFD
P
2019-08-08
2021-05-19
93 PUBLIC STORAGE 5.15% PFD
P
2019-08-08
2021-05-19
32 PUBLIC STORAGE 5.6 PFD
P
2019-08-08
2021-05-19
24 REGIONS FINANCIAL CORP 4.45% PFD
P
2021-04-28
2021-05-19
119 REGIONS FINANCIAL CORP 5.7% PFD
P
2019-08-08
2021-05-19
86 REGIONS FINANCIAL CORP 6.375% PFD
P
2019-08-08
2021-05-19
69 RENAISSANCERE HOLDINGS 5.75%
P
2019-08-08
2021-05-19
40 SOUTHERN CO PFD
P
2019-12-18
2021-05-19
1543 SOUTHERN CO PFD 5.25% PFD
P
2019-11-26
2021-10-18
83 STATE STREET CORP 5.35% PFD
P
2019-08-08
2021-05-19
128 STATE STREET CORP 5.9 PFD
P
2019-08-08
2021-05-19
19 STIFEL FINANCIAL CORP 5.2% PFD
P
2019-08-08
2021-05-19
22 SVB FINANCIAL GROUP 5.25% PFD
P
2020-03-02
2021-05-19
70 SYNOVUS FINANCIAL CORP 5.875% PFD
P
2019-08-08
2021-05-19
2109 TRUIST FIN CORP 5.2% PFD
P
2019-08-08
2021-03-01
2777 TRUIST FIN CORP 5.625% PFD
P
2019-08-08
2021-05-19
79 TRUIST FIN CORP 4.75% PFD
P
2020-08-07
2021-05-19
108 TRUIST FIN CORP 5.25% PFD
P
2020-05-20
2021-05-19
168 US BANCORP
P
2019-08-08
2021-05-19
22 US BANCORP 3.75% PFD
P
2020-10-21
2021-05-19
21 US BANCORP 4.0% PFD
P
2021-01-27
2021-05-19
57 US BANCORP 5.5% PFD
P
2019-08-08
2021-05-19
434 US BANCORP 6.5% PFD
P
2019-06-25
2021-05-19
86 VORNADO REALTY TRUST 5.25% PFD
P
2019-08-08
2021-05-19
226 VOYA FINANCIAL INC 5.35% PFD
P
2019-08-08
2021-05-19
26 WEBSTER FINANCIAL CORP 5.25% PFD
P
2019-08-08
2021-05-19
75 AIR PROD & CHEMICALS
P
2016-12-27
2021-03-30
37 ALPHABET INC
P
2018-11-29
2021-08-02
275 APPLE INC
P
2016-12-21
2021-01-06
425 BERKSHIRE HATHAWAY
P
2018-11-29
2021-08-02
655 DTE ENERGY CO 6.0% PFD
P
2019-08-08
2021-12-15
1451 NEXTERA ENERGY CAPITAL PFD 5.25% PFD
P
2019-08-08
2021-12-22
90 ORGANON & CO
P
2018-11-29
2021-06-17
475 SCHWAB US LARGE CAP
P
2018-11-28
2021-08-02
200 SPDR S&P 500 ETF
P
2018-11-28
2021-08-02
25 THERMO FISHER SCIENTIFIC
P
2019-09-23
2021-02-05
120 VANGUARD DIVIDEND
P
2018-11-28
2021-01-06
(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
11,100
11,100
b
371,789
355,538
16,251
c
269
269
d
161,773
117,518
44,255
e
71,838
163,981
-92,143
150,000
148,788
1,212
14,175
12,252
1,923
395,782
425,000
-29,218
679
651
28
1,236
1,202
34
3,318
3,257
61
1,146
1,095
51
401
395
6
2,688
2,625
63
3,090
2,947
143
6,220
6,188
32
1,974
1,976
-2
6,555
6,314
241
98,631
93,309
5,322
5,672
5,524
148
18,652
19,147
-495
1,113
996
117
1,719
1,711
8
5,394
5,391
3
5,733
5,483
250
1,196
1,202
-6
1,028
1,023
5
4,579
4,276
303
2,629
2,504
125
1,816
1,800
16
54,812
57,952
-3,140
54,625
57,357
-2,732
997
946
51
1,104
1,106
-2
86,508
90,053
-3,545
13,850
15,202
-1,352
2,616
2,595
21
6,249
6,077
172
21,888
22,671
-783
2,473
2,621
-148
163,782
163,784
-2
21,050
22,044
-994
7,377
7,415
-38
3,075
3,143
-68
1,600
1,559
41
3,880
3,748
132
1,907
1,874
33
587
578
9
2,257
2,101
156
181,722
187,174
-5,452
43,036
45,031
-1,995
775
821
-46
1,294
1,286
8
1,883
1,854
29
6,964
6,962
2
2,937
2,975
-38
2,145
2,174
-29
3,455
3,548
-93
20,877
21,929
-1,052
524
498
26
2,402
2,217
185
2,056
2,052
4
201
199
2
523
528
-5
1,769
1,745
24
1,458
1,411
47
2,631
2,561
70
15,750
16,768
-1,018
2,643
2,595
48
5,866
5,091
775
6,651
6,483
168
2,640
2,656
-16
520
518
2
4,284
4,640
-356
1,206
1,201
5
1,776
1,756
20
2,593
2,502
91
3,449
3,468
-19
4,814
4,757
57
2,618
2,533
85
1,628
1,587
41
6,867
6,552
315
1,144
1,099
45
1,798
1,711
87
5,166
4,985
181
6,861
6,779
82
6,517
6,536
-19
2,083
1,828
255
2,781
2,686
95
2,416
2,410
6
2,604
2,616
-12
50,405
50,976
-571
20,233
20,901
-668
2,313
2,215
98
34,125
36,051
-1,926
2,430
2,286
144
5,072
5,126
-54
3,772
3,632
140
12,384
12,819
-435
709
688
21
3,581
3,575
6
1,098
1,025
73
2,217
2,143
74
1,929
1,892
37
75
76
-1
1,581
1,479
102
27,050
24,658
2,392
977
955
22
2,460
2,414
46
889
865
24
586
598
-12
3,307
3,188
119
2,512
2,447
65
1,871
1,798
73
1,064
1,051
13
38,614
39,670
-1,056
2,418
2,224
194
3,642
3,450
192
500
492
8
578
561
17
1,865
1,807
58
52,450
53,100
-650
69,421
74,701
-5,280
2,056
1,999
57
2,973
2,695
278
4,070
3,499
571
526
544
-18
521
519
2
1,592
1,507
85
11,296
11,989
-693
2,263
2,166
97
6,481
5,860
621
665
658
7
21,271
11,043
10,228
99,722
33,973
65,749
35,183
8,055
27,128
118,247
73,286
44,961
16,375
17,923
-1,548
36,275
38,834
-2,559
2,819
2,740
79
71,817
35,672
36,145
87,795
54,608
33,187
12,273
7,262
5,011
16,982
12,806
4,176
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
11,100
b
16,251
c
269
d
44,255
e
-92,143
1,212
1,923
-29,218
28
34
61
51
6
63
143
32
-2
241
5,322
148
-495
117
8
3
250
-6
5
303
125
16
-3,140
-2,732
51
-2
-3,545
-1,352
21
172
-783
-148
-2
-994
-38
-68
41
132
33
9
156
-5,452
-1,995
-46
8
29
2
-38
-29
-93
-1,052
26
185
4
2
-5
24
47
70
-1,018
48
775
168
-16
2
-356
5
20
91
-19
57
85
41
315
45
87
181
82
-19
255
95
6
-12
-571
-668
98
-1,926
144
-54
140
-435
21
6
73
74
37
-1
102
2,392
22
46
24
-12
119
65
73
13
-1,056
194
192
8
17
58
-650
-5,280
57
278
571
-18
2
85
-693
97
621
7
10,228
65,749
27,128
44,961
-1,548
-2,559
79
36,145
33,187
5,011
4,176
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
157,347
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
11,721
Form
990-PF
(2021)
Page 4
Form 990-PF (2021)
Page
4
Part V
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
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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
3
Add lines 1 and 2
...........................
3
20,933
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
20,933
6
Credits/Payments:
a
2021 estimated tax payments and 2020 overpayment credited to 2021
6a
14,198
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
12,000
d
Backup withholding erroneously withheld
...........
6d
130
7
Total credits and payments. Add lines 6a through 6d
..............
7
26,328
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
104
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
5,291
11
Enter the amount of line 10 to be:
Credited to 2022 estimated tax
5,291
Refunded
11
Part VI-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 the instructions
for the 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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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 XIV.
.................................
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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
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
(2021)
Page 5
Form 990-PF (2021)
Page
5
Part VI-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
MAXINE HANSEN
Telephone no.
(818) 752-7770
Located at
4383 COLFAX AVENUE
STUDIO CITY
CA
ZIP+4
91604
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 2021, 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 VI-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?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
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)?
......................
1a(5)
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.)
...............
1a(6)
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
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
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 2021?
.............
1d
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 2021, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2021?
....................
2a
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?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2021 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 2021.)
.....................
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 2021?
..
4b
No
Form
990-PF
(2021)
Page 6
Form 990-PF (2021)
Page
6
Part VI-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))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
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?
.............
5a(5)
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
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
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?
.................
5d
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?
.............................
6a
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?
7a
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?
.........................
8
No
Part VII
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
JACQUELINE AUTRY
Chairman
0.00
0
4383 COLFAX AVENUE
STUDIO CITY
,
CA
91604
DAVID W CARTWRIGHT
President
0.00
0
4383 COLFAX AVENUE
STUDIO CITY
,
CA
91604
STANLEY B SCHNEIDER
Treasurer
0.00
0
4383 COLFAX AVENUE
STUDIO CITY
,
CA
91604
GARY SCHNEIDER
Secretary
0.00
0
4383 COLFAX AVENUE
STUDIO CITY
,
CA
91604
MAXINE HANSEN
Asst Secretary
0.00
0
4383 COLFAX AVENUE
STUDIO CITY
,
CA
91604
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
...................
Form
990-PF
(2021)
Page 7
Form 990-PF (2021)
Page
7
Part VII
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
.............
Part VIII-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 VIII-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
.........................
Form
990-PF
(2021)
Page 8
Form 990-PF (2021)
Page
8
Part IX
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
20,138,779
b
Average of monthly cash balances
.......................
1b
1,924,836
c
Fair market value of all other assets (see instructions)
................
1c
111,164
d
Total
(add lines 1a, b, and c)
.........................
1d
22,174,779
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
3
Subtract line 2 from line 1d
.........................
3
22,174,779
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
332,622
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
21,842,157
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
1,092,108
Part X
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 IX, line 6
..................
1
1,092,108
2a
Tax on investment income for 2021 from Part V, line 5
.......
2a
20,933
b
Income tax for 2021. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
20,933
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,071,175
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
1,071,175
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
1,071,175
Part XI
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
965,150
b
Program-related investments—total from Part VIII-B
..................
1b
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 XII, line 4.
4
965,150
Form
990-PF
(2021)
Page 9
Form 990-PF (2021)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2020
(c)
2020
(d)
2021
1
Distributable amount for 2021 from Part X, line 7
1,071,175
2
Undistributed income, if any, as of the end of 2021:
a
Enter amount for 2020 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2021:
a
From 2016
......
b
From 2017
......
26,719
c
From 2018
......
528,085
d
From 2019
......
319,002
e
From 2020
......
41,343
f
Total
of lines 3a through e
........
915,149
4
Qualifying distributions for 2021 from Part
XI, line 4:
$
965,150
a
Applied to 2020, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2021 distributable amount
.....
965,150
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2021.
106,025
106,025
(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
809,124
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2022
..........
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)
.......
8
Excess distributions carryover from 2016 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2022.
Subtract lines 7 and 8 from line 6a
......
809,124
10
Analysis of line 9:
a
Excess from 2017
....
b
Excess from 2018
....
448,779
c
Excess from 2019
....
319,002
d
Excess from 2020
....
41,343
e
Excess from 2021
....
Form
990-PF
(2021)
Page 10
Form 990-PF (2021)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-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 2021, 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 IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2021
(b)
2020
(c)
2019
(d)
2018
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
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 IX, 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 XIV
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 e-mail address of the person to whom applications should be addressed:
JACQUELINE AUTRY
4383 COLFAX AVENUE
STUDIO CITY
,
CA
91604
(818) 752-7770
b
The form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST ON ORGANIZATION'S LETTERHEAD.
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form
990-PF
(2021)
Page 11
Form 990-PF (2021)
Page
11
Part XIV
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
AUTRY MUSEUM OF THE AMERICAN WEST
4700 WESTERN HERITAGE WAY
LOS ANGELES
,
CA
90027
NONE
GENERAL OPERATING SUPPORT
865,000
AMERICAN FILM INSTITUTE
2021 NORTH WESTERN AVENUE
LOS ANGELES
,
CA
90027
NONE
GENERAL OPERATING SUPPORT
5,000
AMERICAN RED CROSS
6235 RIVER CREST DRIVE SUITE A
RIVERSIDE
,
CA
92507
NONE
GENERAL OPERATING SUPPORT
50,000
THE MIDNIGHT MISSION
601 SOUTH SAN PEDRO STREET
LOS ANGELES
,
CA
90014
NONE
GENERAL OPERATING SUPPORT
10,000
SHRINERS FOR CHILDREN MEDICAL CENTE
909 SOUTH FAIR OAKS AVENUE
PASADENA
,
CA
91105
NONE
GENERAL OPERATING SUPPORT
25,000
UNION RESCUE MISSION
545 SOUTH SAN PEDRO STREET
LOS ANGELES
,
CA
90013
NONE
GENERAL OPERATING SUPPORT
10,000
Total
.................................
3a
965,000
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2021)
Page 12
Form 990-PF (2021)
Page
12
Part XV-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
14
928,943
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
157,347
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
ROYALTIES
15
513,182
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
1,442,125
157,347
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,599,472
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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
(2021)
Page 13
Form 990-PF (2021)
Page
13
Part XVI
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.
2022-11-07
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
MARIAN B GOULD
Preparer's Signature
Date
Check if self-
employed
PTIN
P00177183
Firm's name
Marian B Gould CPA
Firm's EIN
47-4742190
Firm's address
16753 Gresham St
Northridge
,
CA
91343
Phone no.
(818) 830-8385
Form
990-PF
(2021)
Additional Data
Software ID:
21013475
Software Version:
2021v4.0
Form 990PF - Special Condition Description:
Special Condition Description