Specialty Family Foundation — Form 990PF, tax year 2013

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Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
SPECIALTY FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)2101 ROSECRANS AVENUE NO 3270   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EL SEGUNDO, CA90245
A Employer identification number

20-4896662
B Telephone number (see instructions)

(310) 535-9000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$72,410,083J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 165 165  
4 Dividends and interest from securities...... 664,450 664,450  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,366,994
b Gross sales price for all assets on line 6a 10,931,312
7 Capital gain net income (from Part IV, line 2)... 2,366,994
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)....... Click to see attachment 324,770 302,077  
12 Total. Add lines 1 through 11........ 3,356,379 3,333,686  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 331,868 0   331,868
14 Other employee salaries and wages...... 191,010 0   191,010
15 Pension plans, employee benefits....... 52,315 0   52,315
16a Legal fees (attach schedule)......... Click to see attachment 14,273 0   14,273
b Accounting fees (attach schedule)....... Click to see attachment 105,500 26,375   79,125
c Other professional fees (attach schedule).... Click to see attachment 225,404 115,312   110,092
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 60,788 0   16,315
19 Depreciation (attach schedule) and depletion... Click to see attachment 5,032 0  
20 Occupancy.............. 57,754 0   57,754
21 Travel, conferences, and meetings....... 41,866 0   41,866
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 94,340 0   94,340
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,180,150 141,687   988,958
25 Contributions, gifts, grants paid........ 1,391,848 3,421,060
26 Total expenses and disbursements. Add lines 24 and 25 2,571,998 141,687   4,410,018
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 784,381
b Net investment income (if negative, enter -0-) 3,191,999
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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
Assets 1 Cash—non-interest-bearing............... 2,950,788 10,907,753 10,907,753
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet1,770,831
Less: allowance for doubtful accounts bullet   13,365,000 1,770,831 1,770,831
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 6,395 5,509 5,509
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 53,227,970 Click to see attachment59,680,418 59,680,418
14 Land, buildings, and equipment: basis bullet37,447
Less: accumulated depreciation (attach schedule) bullet24,146 6,802 Click to see attachment13,301 13,301
15 Other assets (describe bullet) Click to see attachment7,271 Click to see attachment32,271 Click to see attachment32,271
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 69,564,226 72,410,083 72,410,083
Liabilities 17 Accounts payable and accrued expenses.......... 30,070 20,567
18 Grants payable................... 3,991,649 1,944,600
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 bullet) Click to see attachment150,175 Click to see attachment170,721
23 Total liabilities (add lines 17 through 22).......... 4,171,894 2,135,888
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 65,392,332 70,274,195
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 65,392,332 70,274,195
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 69,564,226 72,410,083
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 65,392,332
2 Enter amount from Part I, line 27a..................... 2 784,381
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 4,097,482
4 Add lines 1, 2, and 3.......................... 4 70,274,195
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 70,274,195
Form 990-PF (2013)
Form 990-PF (2013)
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 CAPITAL GAIN CHARLES SCHWAB P    
b CAPITAL GAIN FROM DISTRIBUTIONS P    
c CAPITAL GAIN FROM PASSTHROUGH ENTITIES P    
d CAPITAL GAINS DIVIDENDS P    
e
(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 6,749,978   5,908,531 841,447
b 3,340,646   2,655,787 684,859
c 417,914     417,914
d 422,774     422,774
e
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       841,447
b       684,859
c       417,914
d       422,774
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,366,994
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 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 4,457,049 55,108,929 0.080877
2011 4,265,721 57,258,047 0.074500
2010 3,053,153 55,387,875 0.055123
2009 2,132,329 48,433,082 0.044026
2008 6,384,132 60,090,421 0.106242
2 Total of line 1, column (d) ...................... 2 0.360768
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.072154
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 59,446,374
5 Multiply line 4 by line 3....................... 5 4,289,294
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 31,920
7 Add lines 5 and 6......................... 7 4,321,214
8 Enter qualifying distributions from Part XII, line 4.............. 8 4,410,018
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 31,920
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 31,920
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 31,920
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 32,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 7,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,500
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 227
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,353
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet7,353 RefundedBullet 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 page 19 of
the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletCA
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    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 addressbulletWWW.SPECIALTYFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletGRANT NIMAN Telephone no.bullet (310) 535-9000
    Located atbullet2101 ROSECRANS AVENUE STE 3270EL SEGUNDOCA ZIP+4bullet90245
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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 page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?.........................
    b
    If "Yes," did it have excess business holdings in 2013 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 2013.)....................
    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 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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
     
     
    .........bullet
    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?............
    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?........................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    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
    DEBORAH ANN PETER ESTES FAMILY DIRECTOR/PRESIDENT
    40.00     		0 0 0
    C/O GRANT NIMAN 2101 ROSECRANS AV
    STE 3270
    EL SEGUNDO,CA90245
    JOAN CAROL NONEMAN SECRETARY
    1.00     		0 0 0
    C/O GRANT NIMAN 2101 ROSECRANS AV
    STE 3270
    EL SEGUNDO,CA90245
    JAMES B PETER JR FAMILY DIRECTOR
    1.00     		0 0 0
    C/O GRANT NIMAN 2101 ROSECRANS AV
    STE 3270
    EL SEGUNDO,CA90245
    KAREN MARIE PETER CANE FAMILY DIRECTOR/VICE-PRESIDENT
    1.00     		0 0 0
    C/O GRANT NIMAN 2101 ROSECRANS AV
    STE 3270
    EL SEGUNDO,CA90245
    CHRISTINE MARY GARD FAMILY DIRECTOR
    1.00     		0 0 0
    C/O GRANT NIMAN 2101 ROSECRANS AV
    STE 3270
    EL SEGUNDO,CA90245
    ARTHUR L PETER FAMILY DIRECTOR/TREASURER
    1.00     		0 0 0
    C/O GRANT NIMAN 2101 ROSECRANS AV
    STE 3270
    EL SEGUNDO,CA90245
    DANIEL ESTES FAMILY DIRECTOR
    1.00     		0 0 0
    C/O GRANT NIMAN 2101 ROSECRANS AV
    STE 3270
    EL SEGUNDO,CA90245
    FR VAL J PETER INDEPENDENT DIRECTOR
    1.00     		0 0 0
    C/O GRANT NIMAN 2101 ROSECRANS AV
    STE 3270
    EL SEGUNDO,CA90245
    ROBERT F GOLDMAN INDEPENDENT DIRECTOR
    1.00     		0 0 0
    C/O GRANT NIMAN 2101 ROSECRANS AVE
    STE 3270
    EL SEGUNDO,CA90245
    MARY CHANBERS DIRECTOR
    1.00     		0 0 0
    C/O GRANT NIMAN 2101 ROSECRANS AVE
    STE 3270
    EL SEGUNDO,CA90245
    BRUCE WILLISON DIRECTOR
    1.00     		0 0 0
    C/O GRANT NIMAN 2101 ROSECRANS AVE
    STE 3270
    EL SEGUNDO,CA90245
    JOSEPH B WOMAC EXECUTIVE DIRECTOR
    40.00     		217,292 11,875 0
    C/O GRANT NIMAN 2101 ROSECRANS AVE
    STE 3270
    EL SEGUNDO,CA90245
    JULIE C DWYER DIRECTOR OF CAPACITY BUILDING
    40.00     		114,576 4,774 0
    C/O GRANT NIMAN 2101 ROSECRANS AVE
    STE 3270
    EL SEGUNDO,CA90245
    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
    CAROL ROWE EMPLOYEE
    40.00     		78,676 3,278 0
    C/O GRANT NIMAN 2101 ROSECRANS AVE
    STE 3270
    EL SEGUNDO,CA90245
    MARIE JACOBSON EMPLOYEE
    40.00     		57,915 2,024 0
    C/O GRANT NIMAN 2101 ROSECRANS AVE
    STE 3270
    EL SEGUNDO,CA90245
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    PRODIGY ASSET MANAGEMENT INVESTMENT 115,312
    14100 CRAWFORD ST
    BOYS TOWN,CA68010
    JOHN HONG ACCOUNTING 66,725
    4820 TOLAND WAY
    LOS ANGELES,CA90042
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,972,319
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    31,920
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,920
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,940,399
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,940,399
    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
    2,940,399
    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
     
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
     
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 2,940,399
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 2,039,245
    b From 2009.......  
    c From 2010....... 279,037
    d From 2011....... 1,420,639
    e From 2012....... 1,760,813
    fTotal of lines 3a through e......... 5,499,734
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 4,410,018
    a Applied to 2012, 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 2013 distributable amount..... 2,940,399
    e Remaining amount distributed out of corpus 1,469,619
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,969,353
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		2,039,245
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		4,930,108
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010.... 279,037
    c Excess from 2011.... 1,420,639
    d Excess from 2012.... 1,760,813
    e Excess from 2013.... 1,469,619
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    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 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList 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).)
    DEBORAH ANN PETER ESTES
    JAMES B PETER JR
    KAREN MARIE PETER CANE
    CHRISTINE MARY GARD
    ARTHUR L PETER
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    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)
    aPaid during the year
    ARCHDIOCESE OF LA
    3424 WILSHIRE BLVD
    LOS ANGELES,CA90010     		NONE RELIGIOUS GRANT FOR OPERATIONAL ACTIVITIES 20,000
    ASCENSION SCHOOLS
    517 W 112TH ST
    LOS ANGELES,CA90044     		NONE RELIGIOUS SCHOLARSHIPS 76,008
    BELLARMINE JEFFERSON HIGH SCHOOL
    465 E OLIVE AVE
    BURBANK,CA91501     		NONE SCHOOL SCHOLARSHIPS 1,500
    BISHOP ALEMANY HIGH SCHOOL
    11111 ALEMANY DR
    MISSION HILLS,CA91345     		NONE SCHOOL SCHOLARSHIPS 5,000
    BISHOP CONATY - OUR LADY OF LORETTO HS
    2900 W PICO BLVD
    LOS ANGELES,CA90006     		NONE SCHOOL SCHOLARSHIPS 23,206
    BISHOP MONTGOMERY HS
    5430 TORRANCE BLVD
    LOS ANGELES,CA90503     		NONE SCHOOL SCHOLARSHIPS 6,600
    BISHOP MORA SALESIAN
    960 SOUTH SOTO ST
    LOS ANGELES,CA90023     		NONE SCHOOL SCHOLARSHIPS 11,750
    BOYS TOWN
    14100 CRAWFORD ST
    BOYS TOWN,NE68010     		NONE PUBLIC FATHER PETER FUND 10,000
    CANTWELL SACRED HEART OF MARY HIGH SCHOOL
    329 N GARFIELD AVE
    MONTEBELLO,CA90640     		NONE SCHOOL SCHOLARSHIPS 4,000
    CARDINAL'S AWARD DINNER
    3424 WILSHIRE BLVD 5TH FL
    LOS ANGELES,CA90005     		NONE RELIGIOUS DONATION 8,000
    CATHEDRAL HIGH SCHOOL
    1253 BISHOPS ROAD
    LOS ANGELES,CA90012     		NONE SCHOOL SCHOLARSHIPS 18,850
    CATHOLIC CHARITIES
    1531 JAMES M WOOD BLVD
    LOS ANGELES,CA90015     		NONE RELIGIOUS DONATION 400
    CATHOLIC EDUCATION FOUNDATION
    3424 WILSHIRE BOULEVARD
    LOS ANGELES,CA90010     		NONE RELIGIOUS DONATION 27,000
    CATHOLIC EXTENSION
    150 S WACKER DR 2000
    CHICAGO,IL60606     		NONE RELIGIOUS DONATION 5,000
    CHILDREN'S BUREAU
    1910 MAGNOLIA AVE
    LOS ANGELES,CA90007     		NONE FOUNDATION DONATION 2,000
    CLARE FOUNDATION
    909 PICO BOULEVARD
    SANTA MONICA,CA90405     		NONE FOUNDATION SUBSTANCE ABUSE INITIATIVE 103,500
    CREIGHTON UNIVERSITY
    PO BOX 30282
    OMAHA,NE68103     		NONE SCHOOL SCHOLARSHIPS 525,000
    CRESPI CARMELITE HIGH SCHOOL
    5031 ALONZO AVE
    ENCINO,CA91316     		NONE SCHOOL SCHOLARSHIPS 1,000
    DOLORES MISSION SCHOOL
    171 S GLESS ST
    LOS ANGELES,CA90033     		NONE SCHOOL SCHOLARSHIPS 94,335
    DOMINICAN SISTERS VISION OF HOPE SCHOOLS
    412 SOUTH MISSION DRIVE
    SAN GABRIEL,CA91776     		NONE SCHOOL SCHOLARSHIPS 2,500
    DON BOSCO TECHNICAL HIGH SCHOOL
    1151 SAN GABRIEL BLVD
    ROSEMEAD,CA91770     		NONE SCHOOL SCHOLARSHIPS 2,250
    FADICA INC
    1350 CONNECTICUT AVE NW
    WASHINGTON,DC20036     		NONE PUBLIC SYMPOSIUM FUND 12,500
    FISHER HOUSE FOUNDATION
    11301 WILSHIRE BLVD BLDG 512
    LOS ANGELES,CA90073     		NONE FOUNDATION DONATION 10,000
    FULFILLMENT FUND
    6100 WILSHIRE BLVD
    LOS ANGELES,CA90048     		NONE FOUNDATION ANNUAL HOLIDAY PARTY FOR CHILDREN WITH DISABILITIES 10,000
    GUARDIAN ANGEL SCHOOL
    10919 NORRIS AVE
    PACOIMA,CA91331     		NONE SCHOOL TUITION ASSISTANCE 47,917
    HEAL THE BAY
    1444 9TH STREET
    SANTA MONICA,CA90401     		NONE FOUNDATION DONATION 10,000
    HEALTHRIGHT 360
    12423 DAHLIA AVENUE
    EL MONTE,CA91732     		NONE FOUNDATION GRANT FOR OPERATIONAL ACTIVITES 100,000
    HOLY FAMILY HIGH SCHOOL
    209 E LOMITA AVE
    GLENDALE,CA91205     		NONE SCHOOL SCHOLARSHIPS 500
    HOLY NAME OF JESUS CHRIST
    1955 W JEFFERSON BLVD
    LOS ANGELES,CA90018     		NONE SCHOOL CSC GRANT/TUITION ASSISTANCE/YEAR 3 PAYMENTS 85,000
    HOMEBOY INDUSTRIES
    130 W BRUNO ST
    LOS ANGELES,CA90012     		NONE PUBLIC GRANT FOR OPERATIONAL ACTIVITES 25,000
    IMMACULATE HEART HIGH SCHOOL
    5515 FRANKLIN AVE
    LOS ANGELES,CA90028     		NONE SCHOOL GRANT FOR OPERATIONAL ACTIVITES 750
    IMMACULATE CONCEPTION SCHOOL
    830 GREEN AVE
    LOS ANGELES,CA90017     		NONE SCHOOL CSC GRANT/YEAR 3 PAYMENTS/CHRISTMAS DONATION 68,167
    JUNIPERO HIGH SCHOOL
    14830 S VAN NESS AVE
    GARDENA,CA90249     		NONE SCHOOL SCHOLARSHIPS 17,840
    LA PHIL ASSOCIATION
    151 S GRAND AVE
    LOS ANGELES,CA90012     		NONE PUBLIC GRANT FOR SYMPHONIES FOR SCHOOLS 20,000
    LASALLE HIGH SCHOOL
    3880 E SIERRA MADRE BLVD
    PASADENA,CA91107     		NONE SCHOOL GRANT FOR OPERATIONAL ACTIVITES 2,000
    LOYOLA HIGH SCHOOL
    1901 VENICE BLVD
    LOS ANGELES,CA90006     		NONE SCHOOL TUITION ASSISTANCE / SCHOLARSHIPS 15,000
    MARY STAR OF THE SEA
    2500 N TAPER AVE
    SAN PEDRO,CA90731     		NONE SCHOOL SCHOLARSHIPS 13,000
    MARYMOUNT HIGH SCHOOL
    10643 W SUNSET BLVD
    LOS ANGELES,CA90077     		NONE SCHOOL TUITION ASSISTANCE / SCHOLARSHIPS 13,677
    MIDNIGHT MISSION
    601 S SAN PEDRO ST
    LOS ANGELES,CA90014     		NONE PUBLIC GRANT TO SUPPORT OPERATIONAL ACTIVITIES 50,000
    NATIONAL MS SOCIETY
    5150 W GOLDLEAF CIRCLE SUITE 400
    LOS ANGELES,CA90056     		NONE PUBLIC DONATION 5,000
    NATIVITY SCHOOL
    944 WEST 56TH ST
    LOS ANGELES,CA90037     		NONE SCHOOL CSC GRANT/YEAR 3 PAYMENTS 75,000
    NOTRE DAME ACADEMY
    2851 OVERLAND AVE
    LOS ANGELES,CA90064     		NONE SCHOOL SCHOLARSHIPS 9,000
    OPCC
    1453 16TH ST
    SANTA MONICA,CA90404     		NONE PUBLIC DONATION 10,000
    OUR LADY OF MALIBU CATHOLIC SCHOOL
    3625 WINTER CANYON ROAD
    MALIBU,CA90265     		NONE SCHOOL TUITION ASSISTANCE 20,000
    OUR LADY OF PEACE
    9022 LANGDON AVE
    NORTH HILLS,CA91343     		NONE SCHOOL TUITION ASSISTANCE 89,142
    OUR LADY OF THE HOLY ROSARY
    7800 VINELAND AVE
    SUN VALLEY,CA91352     		NONE SCHOOL TUITION ASSISTANCE 90,836
    PROJECT ANGEL FOOD
    922 VINE STREET
    LOS ANGELES,CA90038     		NONE PUBLIC GRANT TO SUPPORT OPEARTIONAL ACTIVITIES 1,000
    PREVENTION & RESCUE
    1027 W 87TH STREET
    LOS ANGELES,CA90044     		NONE SCHOOL DONATION 100,000
    PROVIDENCE HIGH SCHOOL
    511 S BUENA VISTA ST
    BURBANK,CA91505     		NONE SCHOOL TUITION ASSISTANCE 500
    RESURRECTION CATHOLIC SCHOOL
    3360 E OPAL STREET
    LOS ANGELES,CA90023     		NONE SCHOOL SCHOLARSHIPS 65,915
    SACRED HEART HIGH SCHOOL
    2111 GRIFFIN AVENUE
    LOS ANGELES,CA90031     		NONE SCHOOL SCHOLARSHIPS 9,000
    SACRED HEARTS ELEMENTARY SCHOOL
    2109 SICHEL STREET
    LOS ANGELES,CA90031     		NONE SCHOOL CHRISTMAS DONATION 54,167
    SAINT ANNE SCHOOL
    2015 COLORADO AVE
    SANTA MONICA,CA90403     		NONE SCHOOL CSC GRANT/TUITION ASSISTANCE/YEAR 3 PAYMENTS 145,000
    SAINTS PETER AND PAUL SCHOOL
    706 BAY VIEW AVENUE
    WILMINGTON,CA90744     		NONE SCHOOL CSC GRANT/TUITION ASSISTANCE/YEAR 3 PAYMENTS 75,000
    SAN GABRIEL MISSION HIGH SCHOOL
    254 S SANTA ANITA ST
    SAN GABRIEL,CA91776     		NONE SCHOOL DONATION 2,000
    SANTA TERESITA CATHOLIC SCHOOL
    2646 ZONAL AVE
    LOS ANGELES,CA90033     		NONE SCHOOL TUITION ASSISTANCE 95,668
    SHIELDS FOR FAMILIES
    PO BOX 59129
    LOS ANGELES,CA90059     		NONE PUBLIC SUBSTANCE ABUSE INITIATIVE 110,000
    SKIRBALL CULTURAL CENTER
    2701 N SEPULVEDA BLVD
    LOS ANGELES,CA90049     		NONE PUBLIC GRANT FOR HALF THE SKY EXHIBIT 30,000
    ST THOMAS THE APOSTLE CHURCH AND SCHOOL
    2727 W PICO BLVD
    LOS ANGELES,CA90006     		NONE SCHOOL CSC GRANT 2,000
    ST ALOYSIUS GONZAGA SCHOOL
    20323 E NADEAU
    LOS ANGELES,CA90001     		NONE SCHOOL TUITION ASSISTANCE 89,948
    ST ANDREW ELEMENTARY SCHOOL
    42 CHESTNUT ST
    LOS ANGELES,CA91103     		NONE SCHOOL TUITION ASSISTANCE 10,000
    ST ANNE'S HOME
    155 N OCCIDENTAL BOULEVARD
    LOS ANGELES,CA90026     		NONE RELIGIOUS DONATION 5,000
    ST ANTHONY HIGH SCHOOL
    620 OLIVE AVE
    LONG BEACH,CA90802     		NONE SCHOOL SCHOLARSHIPS 3,074
    ST BERNARD HIGH SCHOOL
    9100 FALMOUTH AVE
    PLAYA DEL REY,CA90293     		NONE SCHOOL SCHOLARSHIPS 9,342
    ST COLUMBKILLE SCHOOL
    145 WEST 64TH ST
    LOS ANGELES,CA90003     		NONE SCHOOL TUITION ASSISTANCE 91,336
    ST EUGENE SCHOOL
    9521 S HAAS AVENUE
    LOS ANGELES,CA90047     		NONE SCHOOL CSC GRANT/YEAR 3 PAYMENTS/SPECIAL GRANT FOR COST TO HIRE FRONT OFFICE PERSON AND BOOKKEEPER/CHRISTMAS DONATION 86,016
    ST FRANCIS CENTER
    1835 SOUTH HOPE STREET
    LOS ANGELES,CA90015     		NONE SCHOOL GRANT TO SUPPORT OPERATIONAL ACTIVITIES/CHRISTMAS DONATION 27,000
    ST GENEVIEVE HIGH SCHOOL
    13967 ROSCOE BLVD
    PANORAMA CITY,CA91402     		NONE SCHOOL SCHOLARSHIPS 16,500
    ST GERTRUDE THE GREAT
    6824 TOLER AVE
    BELL GARDENS,CA90201     		NONE SCHOOL TUITION ASSISTANCE 74,357
    ST JOHN BOSCO HIGH SCHOOL
    13640 BELLFLOWER BLVD
    BELLFLOWER,CA90706     		NONE SCHOOL SCHOLARSHIPS 7,556
    ST JOSEPH CENTER
    204 HAMPTON DR
    VENICE,CA90291     		NONE RELIGIOUS GRANT FOR OPERATIONAL ACTIVITIES/CHRISTMAS DONATION 32,000
    ST JOSEPH HIGH SCHOOL LAKEWOOD
    5825 WOODRUFF AVE
    LAKEWOOD,CA90713     		NONE SCHOOL SCHOLARSHIPS 2,000
    ST MARY'S ACADEMY
    701 GRACE AVE
    INGLEWOOD,CA90301     		NONE SCHOOL SCHOLARSHIPS/TIES THAT BIND EVENT 22,014
    ST MATTHIAS HIGH SCHOOL
    7851 GARDENDALE ST
    DOWNEY,CA90242     		NONE SCHOOL SCHOLARSHIPS 4,357
    ST MICHAEL SCHOOL
    1027 W 87TH STREET
    LOS ANGELES,CA90044     		NONE SCHOOL TUITION ASSISTANCE 72,966
    ST MONICA HIGH SCHOOL
    1030 LINCOLN BLVD
    SANTA MONICA,CA90403     		NONE SCHOOL SCHOLARSHIPS 9,500
    ST ODILIA SCHOOL
    5300 S HOOPER AVE
    LOS ANGELES,CA90011     		NONE SCHOOL CSC GRANT/YEAR 3 PAYMENTS/CHRISTMAS DONATION 76,000
    ST PATRICK'S CATHOLIC SCHOOL
    10606 ERWIN ST
    N HOLLYWOOD,CA91606     		NONE SCHOOL TUITION ASSISTANCE 85,702
    ST PAUL HIGH SCHOOL
    9635 GREENLEAF AVE
    SANTA FE SPRINGS,CA90670     		NONE SCHOOL SCHOLARSHIPS 417
    ST RAPHAEL SCHOOL
    924 W 70TH STREET
    LOS ANGELES,CA90044     		NONE SCHOOL TUITION ASSISTANCE/CHRISTMAS DONATION 94,446
    ST TURIBIUS CATHOLIC SCHOOL
    1524 ESSEX STREET
    LOS ANGELES,CA90021     		NONE SCHOOL CSC GRANT/YEAR 3 PAYMENTS/CHRISTMAS DONATION 5,000
    ST VINCENT DE PAUL
    231 WINSTON ST
    LOS ANGELES,CA90013     		NONE SCHOOL GRANT FOR OPERATIONAL ACTIVITIES 25,000
    ST VINCENT MEALS ON WHEELS
    2131 WEST 3RD STREET
    LOS ANGELES,CA90057     		NONE PUBLIC GRANT FOR OPERATIONAL ACTIVITIES 25,000
    STEP UP ON SECOND
    1328 SECOND ST
    SANTA MONICA,CA90401     		NONE PUBLIC FOOD SECURITY & HOMELESS GRANT 25,000
    THE FRANCISCO HOMES
    1224 W 40TH PL
    LOS ANGELES,CA90037     		NONE FOUNDATION DONATION 1,000
    THE RIORDAN PROGRAMS
    110 WESTWOOD PLAZA
    LOS ANGELES,CA90095     		NONE FOUNDATION DONATION 1,000
    TRANSFIGURATION CATHOLIC SCHOOL
    4020 ROXTON AVE
    LOS ANGELES,CA90008     		NONE SCHOOL TUITION ASSISTANCE 9,333
    VENICE FAMILY CLINIC
    604 ROSE AVE
    VENICE,CA90291     		NONE FOUNDATION GRANT TO SUPPORT OPERATIONAL ACTIVITIES 25,000
    VERBUM DEI HIGH SCHOOL
    11100 SOUTH CENTRAL AVE
    LOS ANGELES,CA90059     		NONE SCHOOL SCHOLARSHIPS 6,718
    WESTSIDE FOOD BANK
    1710 22ND ST
    SANTA MONICA,CA90404     		NONE PUBLIC GRANT TO SUPPORT OPERATIONAL ACTIVITIES 25,000
    WILSHIRE HOSPICE
    4520 WILSHIRE BLVD
    LOS ANGELES,CA90010     		NONE FOUNDATION DONATION 10,000
    WOUNDED WARRIORS PROJECT
    8880 RIO SAN DIEGO DRIVE SUITE 900
    SAN DIEGO,CA92108     		NONE PUBLIC DONATION 5,000
    Total .................................bullet 3a 3,421,060
    bApproved for future payment
    ASCENSION SCHOOL
    517 W 112TH ST
    LOS ANGELES,CA90044     		NONE SCHOOL MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 29,167
    DOLORES MISSION SCHOOL
    171 S GLESS ST
    LOS ANGELES,CA90033     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 117,332
    GUARDIAN ANGEL SCHOOL
    10919 NORRIS AVE
    PACOIMA,CA91331     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 167,500
    HOLY NAME OF JESUS CHRIST
    1955 W JEFFERSON BLVD
    LOS ANGELES,CA90018     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 82,972
    IMMACULATE CONCEPTION SCHOOL
    830 GREEN AVE
    LOS ANGELES,CA90017     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 35,000
    NATIVITY SCHOOL
    944 WEST 56TH ST
    LOS ANGELES,CA90037     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 69,167
    OUR LADY OF PEACE SCHOOL
    9022 LAGDON AVE
    NORTH HILLS,CA91343     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 106,557
    OUR LADY OF THE HOLY ROSARY
    7800 VINELAND AVE
    SUN VALLEY,CA91352     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 103,331
    RESURRECTION CATHOLIC SCHOOL
    3360 E OPAL ST
    LOS ANGELES,CA90023     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 129,784
    SACRED HEARTS ELEMENTARY SCHOOL
    2109 SICHEL ST
    LOS ANGELES,CA90031     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 165,323
    SAINT ANNE SCHOOL
    2015 COLORADO AVE
    SANTA MONICA,CA90403     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 54,167
    SANTA TERESITA CATHOLIC SCHOOL
    2646 ZONAL AVE
    LOS ANGELES,CA90033     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 118,665
    ST PETER & PAUL SCHOOL
    706 BAY VIEW AVE
    WILMINGTON,CA90744     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 29,167
    ST ALOYSIUS GONZAGA SCHOOL
    20323 E NADEAU
    LOS ANGELES,CA90001     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 109,783
    ST COLUMBKILLE SCHOOL
    145 WEST 64TH ST
    LOS ANGELES,CA90003     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 103,331
    ST EUGENE SCHOOL
    9521 S HAAS AVE
    LOS ANGELES,CA90047     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 65,484
    ST GERTRUDE THE GREAT
    6824 TOLER AVE
    BELL GRADEN,CA90201     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 117,310
    ST MICHAEL CATHOLIC SCHOOL
    1027 W 87TH ST
    LOS ANGELES,CA90044     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 107,410
    ST ODILIA SCHOOL
    5300 S HOOPER AVE
    LOS ANGELES,CA90011     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 64,167
    ST PATRICK'S CATHOLIC SCHOOL
    10606 ERWIN ST
    N HOLLYWOOD,CA91606     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 92,793
    ST RAPHAEL CATHOLIC SCHOOL
    924 W 70TH ST
    LOS ANGELES,CA90044     		NONE   MARKETING DIRECTOR PROGRAM, ENROLLMENT ASSISTANCE 127,777
    Total .................................bullet 3b 1,996,187
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 165  
    4 Dividends and interest from securities....     14 664,450  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income..... 525990 22,693 14 302,077  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 2,366,994  
    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).. 22,693 3,333,686 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,356,379
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    SPECIALTY FAMILY FOUNDATION
    EIN: 20-4896662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 105,500 26,375   79,125

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    SPECIALTY FAMILY FOUNDATION
    EIN: 20-4896662
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER 2008-02-28 2,371 2,371 SL 3.000000000000 0 0    
    COMPUTER 2008-09-10 3,452 3,452 SL 3.000000000000 0 0    
    PRINTER 2008-12-02 3,139 3,139 SL 3.000000000000 0 0    
    COMPUTER 2011-02-01 836 534 SL 3.000000000000 279 0    
    COMPUTER 2012-06-04 1,910 478 SL 3.000000000000 637 0    
    COMPUTER 2012-12-05 1,695 47 SL 3.000000000000 565 0    
    MONITOR 2012-12-05 776 22 SL 3.000000000000 259 0    
    SOFTWARE 2013-09-03 7,500   SL 3.000000000000 833 0    
    COMPUTER 2013-12-01 760   SL 3.000000000000 21 0    
    COMPUTER 2013-12-01 2,310   SL 3.000000000000 64 0    
    COMPUTER 2013-12-01 962   SL 3.000000000000 27 0    
    REFRIGERATOR 2008-12-29 1,661 1,328 SL 5.000000000000 333 0    
    DESKS 2009-01-05 3,932 3,146 SL 5.000000000000 786 0    
    TABLE 2010-09-14 954 445 SL 5.000000000000 191 0    
    TELEPHONE SYSTEM 2009-01-01 4,340 3,472 SL 5.000000000000 868 0    
    TELEPHONE SYSTEM 2009-01-15 849 680 SL 5.000000000000 169 0    

    TY 2013 InvestmentsOtherSchedule2
    Name:
    SPECIALTY FAMILY FOUNDATION
    EIN: 20-4896662
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHARLES SCHWAB - MUTUAL FUNDS FMV 36,267,011 36,267,011
    DAVIDSON KEMPNER INTERNATIONAL, LTD FMV 4,087,582 4,087,582
    ABRAMS CAPITAL PARTNERS II, LP FMV 2,646,383 2,646,383
    AG REALTY FUND VII FMV 692,176 692,176
    EMINENCE FUND, LTD FMV 2,090,848 2,090,848
    ENCAP ENERGY CAPITAL FUND VII-B, LP FMV 632,176 632,176
    FARALLON CAPITAL INSTITUTIONAL PARTNERS FMV 0 0
    HIGHFIELDS CAPITAL LTD FMV 4,093,822 4,093,822
    HOPLITE OFFSHORE FUND, LTD FMV 1,974,129 1,974,129
    MASON CAPITAL, LTD FMV 2,662,733 2,662,733
    VALUEACT ALLCAP INTERNATIONAL LP FMV 0 0
    THE VARDE FUND IX, LP FMV 1,028,920 1,028,920
    YORK INVESTMENT LIMITED FMV 0 0
    VALUEACT ALLCAP INTERNATIONAL LP FMV 3,504,638 3,504,638

    TY 2013 LandEtcSchedule2
    Name:
    SPECIALTY FAMILY FOUNDATION
    EIN: 20-4896662
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER 2,371 2,371 0 0
    COMPUTER 3,452 3,452 0 0
    PRINTER 3,139 3,139 0 0
    COMPUTER 836 813 23 23
    COMPUTER 1,910 1,115 795 795
    COMPUTER 1,695 612 1,083 1,083
    MONITOR 776 281 495 495
    SOFTWARE 7,500 833 6,667 6,667
    COMPUTER 760 21 739 739
    COMPUTER 2,310 64 2,246 2,246
    COMPUTER 962 27 935 935
    REFRIGERATOR 1,661 1,661 0 0
    DESKS 3,932 3,932 0 0
    TABLE 954 636 318 318
    TELEPHONE SYSTEM 4,340 4,340 0 0
    TELEPHONE SYSTEM 849 849 0 0


    TY 2013 LegalFeesSchedule
    Name:
    SPECIALTY FAMILY FOUNDATION
    EIN: 20-4896662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 14,273 0   14,273


    TY 2013 OtherAssetsSchedule
    Name:
    SPECIALTY FAMILY FOUNDATION
    EIN: 20-4896662
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID TAXES 1,920 1,920 1,920
    SECURITY DEPOSIT 5,351 5,351 5,351
    OTHER RECEIVABLE 0 25,000 25,000


    TY 2013 OtherExpensesSchedule
    Name:
    SPECIALTY FAMILY FOUNDATION
    EIN: 20-4896662
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE AND DELIVERY 2,884 0   2,884
    TELEPHONE EXPENSE 10,681 0   10,681
    WEBSITE EXPENSE 117 0   117
    AUTOMOBILE EXPENSE 17,824 0   17,824
    OFFICE SUPPLIES 6,764 0   6,764
    INSURANCE 17,919 0   17,919
    DUES & MEMBERSHIPS 23,600 0   23,600
    OFFICE EXPENSE 4,680 0   4,680
    REIMBURSEMENTS 9,722 0   9,722
    DIRECT GRANTEE EXPENSES 149 0   149


    TY 2013 OtherIncomeSchedule2
    Name:
    SPECIALTY FAMILY FOUNDATION
    EIN: 20-4896662
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ORDINARY INCOME (LOSS) FROM PASSTHROUGH ENTITIES 302,077 302,077 0
    ORDINARY INCOME (LOSS) FROM PASSTHROUGH ENTITIES 22,693 0 22,693


    TY 2013 OtherIncreasesSchedule
    Name:
    SPECIALTY FAMILY FOUNDATION
    EIN: 20-4896662
    Description Amount
    CHANGE IN NET UNREALIZED GAINS (LOSSES) 4,097,482


    TY 2013 OtherLiabilitiesSchedule
    Name:
    SPECIALTY FAMILY FOUNDATION
    EIN: 20-4896662
    Description Beginning of Year - Book Value End of Year - Book Value
    INVESTMENT FEES PAYABLE 27,188 32,564
    SALARIES PAYABLE 11,793 30,379
    DEFERRED TAXES PAYABLE 104,003 104,003
    DEFERRED RENT PAYABLE 7,191 3,775


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    SPECIALTY FAMILY FOUNDATION
    EIN: 20-4896662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EMPLOYMENT RECRUITING 104,489 0   104,489
    INVESTMENT FEES 115,312 115,312   0
    OTHER PROFESSIONAL FEES 5,603 0   5,603


    TY 2013 TaxesSchedule
    Name:
    SPECIALTY FAMILY FOUNDATION
    EIN: 20-4896662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL 16,315 0   16,315
    TAXES 44,473 0   0