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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE SAMUEL GOLDWYN FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)11075 SANTA MONICA BLVD NO 150   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90025
A Employer identification number

95-6006859
B Telephone number (see instructions)

(310) 473-7575
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$19,165,099J 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
Sch. B ...............
3 Interest on savings and temporary cash investments 1,969 1,969  
4 Dividends and interest from securities...... 296,031 296,031  
5a Gross rents.............. 35,276 35,276  
b Net rental income or (loss) -3,277
6a Net gain or (loss) from sale of assets not on line 10 12,367,993
b Gross sales price for all assets on line 6a 16,031,855
7 Capital gain net income (from Part IV, line 2)... 12,367,993
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 2,233,062 206,305  
12 Total. Add lines 1 through 11........ 14,934,331 12,907,574  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 289,969 289,969   0
14 Other employee salaries and wages...... 143,422 71,711   71,711
15 Pension plans, employee benefits....... 108,441 75,964   32,478
16a Legal fees (attach schedule)......... Click to see attachment 2,288 1,144   1,144
b Accounting fees (attach schedule)....... Click to see attachment 25,385 25,385   0
c Other professional fees (attach schedule).... Click to see attachment 171,776 171,776   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,497 7,597   900
19 Depreciation (attach schedule) and depletion... Click to see attachment 18,107 10,196  
20 Occupancy.............. 4,380 2,190   2,190
21 Travel, conferences, and meetings....... 1,395 698   697
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 744,571 405,697   366,995
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,518,231 1,062,327   476,115
25 Contributions, gifts, grants paid........ 6,803,877 6,803,877
26 Total expenses and disbursements. Add lines 24 and 25 8,322,108 1,062,327   7,279,992
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,612,223
b Net investment income (if negative, enter -0-) 11,845,247
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 228,775 55,726 55,726
2 Savings and temporary cash investments.......... 336,719 920,336 920,336
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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........... 11,925    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 548,735 Click to see attachment533,045 331,956
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet   2,917,873    
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 7,549,729 Click to see attachment17,330,016 17,630,846
14 Land, buildings, and equipment: basis bullet531,976
Less: accumulated depreciation (attach schedule) bullet351,991 184,337 Click to see attachment179,985 179,985
15 Other assets (describe bullet) Click to see attachment706,806 Click to see attachment46,250 Click to see attachment46,250
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,484,899 19,065,358 19,165,099
Liabilities 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 bullet) Click to see attachment55,956 Click to see attachment24,192
23 Total liabilities (add lines 17 through 22).......... 55,956 24,192
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 12,428,943 19,041,166
30 Total net assets or fund balances (see instructions)...... 12,428,943 19,041,166
31 Total liabilities and net assets/fund balances (see instructions).. 12,484,899 19,065,358
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 12,428,943
2 Enter amount from Part I, line 27a..................... 2 6,612,223
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 19,041,166
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 19,041,166
Form 990-PF (2014)
Form 990-PF (2014)
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 AMADEUS PARTNERS-LONG TERM P    
b AMADEUS PARTNERS-SHORT TERM P    
c ERMITAGE FUND P    
d KARNAK PARTNERS-LONG TERM P    
e KARNAK PARTNERS-SHORT TERM P    
CHARLES SCHWAB-LONG TERM      
CHARLES SCHWAB-CAPITAL GAIN DISTRIBUTION      
COMMERCIAL PROPERTY-11110 OHIO AVENUE, LOS ANGELES, CA P   2014-01-31
SECT. 1231 GAIN FLOW THROUGH FROM AMADEUS PARTNERS, L.P. P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 600,027     600,027
b 373,467     373,467
c 8,479,492     8,479,492
d 136,014     136,014
e     439,743 -439,743
41,580     41,580
67     67
6,400,000 1,049,777 4,273,896 3,175,881
1,208     1,208
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       600,027
b       373,467
c       8,479,492
d       136,014
e       -439,743
      41,580
      67
      3,175,881
      1,208
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 12,367,993
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 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))
2013 1,178,256 24,893,534 0.047332
2012 1,248,382 23,238,857 0.053720
2011 1,668,979 26,935,786 0.061961
2010 1,109,441 25,125,571 0.044156
2009 1,258,655 21,844,351 0.057619
2 Total of line 1, column (d) ...................... 2 0.264788
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 0.052958
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 24,189,538
5 Multiply line 4 by line 3....................... 5 1,281,030
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 118,452
7 Add lines 5 and 6......................... 7 1,399,482
8 Enter qualifying distributions from Part XII, line 4.............. 8 7,279,992
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 (2014)
Form 990-PF (2014)
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 1 118,452
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........................... 3 118,452
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- ..... 5 118,452
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 30,250
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 115,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 145,250
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
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 26,798
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet26,798 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletNONE
    14
    The books are in care ofbulletMEYER GOTTLIEB Telephone no.bullet (310) 473-7575
    Located atbullet9570 WEST PICO BLVD SUITE 400LOS ANGELESCA ZIP+4bullet90035
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    SAMUEL GOLDWYN JR THROUGH 1915 PRESIDENT/SECRETARY/DIRECT
    0.25     		0 0 0
    9570 WEST PICO BOULEVARD SUITE 400
    LOS ANGELES,CA90035
    MEYER GOTTLIEB TREASURER/INVESTMENT MGR
    25.00     		289,969 31,761 0
    9570 WEST PICO BOULEVARD SUITE 400
    LOS ANGELES,CA90035
    ANTHONY GOLDWYN DIRECTOR
    0.25     		0 0 0
    72 WOODS END ROAD
    NEW CANAAN,CT06840
    JOHN GOLDWYN VICE PRESIDENT/DIRECTOR
    0.25     		0 0 0
    9570 WEST PICO BOULEVARD SUITE 400
    LOS ANGELES,CA90035
    FRANCIS GOLDWYN DIRECTOR
    0.25     		0 0 0
    1005 CHAPMAN ROAD
    YORKTOWN HEIGHTS,NY10598
    CATHERINE GOLDWYN DIRECTOR
    0.25     		0 0 0
    911 16TH STREET 5
    SANTA MONICA,CA90403
    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...................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
    NONE
    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 (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    391,754
    b
    Average of monthly cash balances.......................
    1b
    2,857,089
    c
    Fair market value of all other assets (see instructions)................
    1c
    21,309,064
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,557,907
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    24,557,907
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    368,369
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,189,538
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,209,477
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,209,477
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    118,452
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    118,452
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,091,025
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,091,025
    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
    1,091,025
    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
    7,279,992
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    7,279,992
    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
    118,452
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,161,540
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,091,025
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 741,739
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 7,279,992
    a Applied to 2013, but not more than line 2a 741,739
    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 2014 distributable amount..... 1,091,025
    e Remaining amount distributed out of corpus 5,447,228
    5 Excess distributions carryover applied to 2014. 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 5,447,228
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		5,447,228
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014.... 5,447,228
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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).)
    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 or email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    MOTION PICTURE AND TV RETIREES
    23388 MULHOLLAND DRIVE 220
    WOODLAND HILLS,CA913642792     		NONE PC AGED - GENERAL CONTRIBUTION 2,504,123
    ACADEMY FOUNDATION
    8949 WILSHIRE BOULEVARD
    BEVERLY HILLS,CA90211     		NONE PC ARTS - GENERAL CONTRIBUTION 50,000
    UCLA - WRITING AWARDS
    10920 WILSHIRE BLVD STE 1400
    LOS ANGELES,CA900246516     		NONE PC ARTS - GENERAL CONTRIBUTION 37,275
    LITTLE STAR
    256 RANCHO MILAGRO WAY
    HESPERUS,CO81326     		NONE PC CHILDREN - GENERAL CONTRIBUTION 10,000
    SAVE THE CHILDREN
    54 WILTON ROAD
    WESTPORT,CT06880     		NONE PC CHILDREN - GENERAL CONTRIBUTION 25,000
    BEVERLY HILLS POLICE OFFICER'S ASSN
    427 N CANON DRIVE 108
    BEVERLY HILLS,CA90210     		NONE PC COMMUNITY SERVICE ORG - GENERAL CONTRIBUTION 1,000
    BEVERLY HILLS PUBLIC LIBRARY
    444 N REXFORD DRIVE
    BEVERLY HILLS,CA902104877     		NONE PC COMMUNITY SERVICE ORG - GENERAL CONTRIBUTION 2,000
    BEVERLY HILLS FIREMEN'S ASSN
    PO BOX 1720
    BEVERLY HILLS,CA902131720     		NONE PC COMMUNITY SERVICE ORG - GENERAL CONTRIBUTION 1,000
    THE INNOCENCE PROJECT
    100 FIFTH AVE 3RD FLOOR
    NEW YORK,NY10011     		NONE PC COMMUNITY SERVICE ORG - GENERAL CONTRIBUTION 10,000
    PACIFIC CREST OUTWARD BOUND
    910 JACKSON STREET
    GOLDEN,CO80401     		NONE PC EDUCATION - GENERAL CONTRIBUTION 5,000
    SOUND ART
    2118 WILSHIRE BLVD SUITE 1170
    SANTA MONICA,CA90403     		NONE PC EDUCATION - GENERAL CONTRIBUTION 275,000
    UCLA FOUNDATION - DESIGN FOR SHARING
    BOX 951529
    LOS ANGELES,CA900951529     		NONE PC EDUCATION - GENERAL CONTRIBUTION 6,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY100015004     		NONE PC HEALTH - GENERAL CONTRIBUTION 25,000
    PXE INTERNATIONAL
    2337 ROSCOMARE ROAD 2
    LOS ANGELES,CA90077     		NONE PC HEALTH - GENERAL CONTRIBUTION 25,000
    VENICE FAMILY CLINIC
    604 ROSE AVENUE
    VENICE,CA90291     		NONE PC HEALTH - GENERAL CONTRIBUTION 3,500
    ST JOHN HEALTH CENTER FOUNDATION
    1328 22ND STREET
    SANTA MONICA,CA90404     		NONE PC HEALTH - GENERAL CONTRIBUTION 10,000
    CITY OF HOPE
    1500 EAST DUARTE ROAD
    DUARTE,CA91010     		NONE PC MATCHING - GENERAL CONTRIBUTION 750
    EARLHAM COLLEGE
    801 NATIONAL ROAD WEST
    RICHMOND,IN473744095     		NONE PC MATCHING - GENERAL CONTRIBUTION 40
    UNITED JEWISH FUND
    PO BOX 54269
    LOS ANGELES,CA900540269     		NONE PC COMMUNITY SERVICE ORG - GENERAL CONTRIBUTION 500
    VETERAN'S HOLIDAY CELEBRATION
    11901 SANTA MONICA BLVD 486
    LOS ANGELES,CA90025     		NONE PC MATCHING - GENERAL CONTRIBUTION 200
    US HOLOCAUST MEMORIAL MUSEUM
    PO BOX 96818
    WASHINGTON,DC200777676     		NONE PC MATCHING - GENERAL CONTRIBUTION 2,200
    DIRECTORS GUILD FOUNDATION
    7920 SUNSET BLVD
    LOS ANGELES,CA90046     		NONE PC SPECIAL - OTHER - GENERAL CONTRIBUTION 250
    LOS ANGELES CHAMBER ORCHESTRA
    355 S GRAND AVENUE SUITE 1630
    LOS ANGELES,CA90071     		NONE PC SPECIAL - OTHER - GENERAL CONTRIBUTION 1,000
    LUPUS INTERNATIONAL
    17985 SKY PARK CIRCLE SUITE J
    IRVINE,CA92614     		NONE PC MATCHING - GENERAL CONTRIBUTION 150
    BRIARCLIFF MANOR EDUCATIONAL FOUNDATION
    45 INGHAM ROAD
    BRIARCLIFF MANOR,NY10510     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 1,500
    CARAMOOR
    149 GIRDLE ROAD
    KATONAH,NY10536     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 20,000
    JACOB BURNS FILM CENTER
    405 MANVILLE ROAD
    PLEASANTVILLE,NY10570     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 17,000
    CINEFAMILY
    611 B FAIRFAX AVE
    LOS ANGELES,CA90036     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 2,500
    DRESS FOR SUCCESS
    1680 N VINE ST SUITE 900
    HOLLYWOOD,CA90028     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 2,500
    MUSEUM OF CONTEMPORARY ART
    250 SOUTH GRAND AVENUE
    LOS ANGELES,CA90012     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 5,000
    NAZARETH HOUSESISTERS OF NAZARETH
    3333 MANNING AVENUE
    LOS ANGELES,CA90064     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 1,000
    BRENTWOOD SCHOOL
    100 SOUTH BARRINGTON PLACE
    LOS ANGELES,CA90049     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 15,000
    MY FRIEND'S PLACE
    PO BOX 3867
    HOLLYWOOD,CA90078     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 5,000
    THE ANGELES CLINIC
    2001 SANTA MONICA BLVD SUITE 560W
    SANTA MONICA,CA90404     		NONE PC HEALTH - GENERAL CONTRIBUTION 10,000
    THE SCRIPPS RESEARCH INSTITUTE
    10550 NORTH TORREY PINES ROAD TPC-2
    LA JOLLA,CA92037     		NONE PC HEALTH - GENERAL CONTRIBUTION 5,000
    ANGELMAN SYNDROME FOUNDATION
    4255 WESTBROOK DRIVE SUITE 219
    AURORA,IL60504     		NONE PC MATCHING - GENERAL CONTRIBUTION 50
    HUDSON LINK FOR HIGHER EDUCATION IN PRISON
    PO BOX 862
    OSSINING,NY10562     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 5,500
    HAMMER MUSEUM
    10899 WILSHIRE BLVD
    LOS ANGELES,CA90024     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 6,000
    LACMA FBO FILM PROGRAM
    5905 WILSHIRE BLVD
    LOS ANGELES,CA90036     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 6,000
    BABY2BABY
    6435 WILSHIRE BLVD
    LOS ANGELES,CA90048     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 10,000
    AMERICARES FREE CLINICS
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 15,000
    MOTION PICTURE & TELEVISION FUND
    23388 MULHOLLAND DRIVE 220
    WOODLAND HILLS,CA913642792     		NONE PC CHILDREN'S CHILDCARE CENTER 3,500,000
    AMNESTY INTERNATIONAL USA
    5 PENN PLAZA 16TH FLOOR
    NEW YORK,NY10001     		NONE PC MATCHING - GENERAL CONTRIBUTION 20
    PROYECTO PASTORAL AT DOLORES MISSION
    135 N MISSION ROAD
    LOS ANGELES,CA90033     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 20,000
    YOUNG EISNER SCHOLARS
    PO BOX 3085
    INGLEWOOD,CA90304     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 50,000
    LOS ANGELES COUNTY MUSEUM OF ART
    5905 WILSHIRE BLVD
    LOS ANGELES,CA90036     		NONE PC SPECIAL - OTHER - GENERAL CONTRIBUTION 3,000
    THE INNOCENCE PROJECT
    40 WORTH STREET SUITE 701
    NEW YORK,NY10013     		NONE PC SPECIAL - OTHER - GENERAL CONTRIBUTION 15,000
    FLOW THROUGH FROM AMADEUS PARTNERS LP
    605 THIRD STREET 39TH FLOOR
    NEW YORK,NY10158     		NONE PC GENERAL CONTRIBUTION 8
    WHITNEY MUSEUM OF AMERICAN ART
    99 GANSEVOORT STREET
    NEW YORK,NY10014     		NONE PC ARTS - GENERAL CONTRIBUTION 1,250
    CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION
    1401 SOUTH GRAND AVE
    LOS ANGELES,CA90015     		NONE PC MATCHING - GENERAL CONTRIBUTION 150
    CHOICES IN CHILDBIRTH
    441 LEXINGTON AVE SUITE 1203
    NEW YORK,NY10017     		NONE PC MATCHING - GENERAL CONTRIBUTION 40
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY100015004     		NONE PC MATCHING - GENERAL CONTRIBUTION 50
    EASTERN SIERRA LAND TRUST
    250 N FOWLER STREET PO BOX 755
    BISHOP,CA93515     		NONE PC MATCHING - GENERAL CONTRIBUTION 160
    FRIENDS OF AUSCHWITZ-BIRKENAU
    PO BOX 35372
    LOS ANGELES,CA90035     		NONE PC MATCHING - GENERAL CONTRIBUTION 250
    GRASSROOTS ENVIRONMENTAL EDUCATION
    52 MAIN STREET
    PORT WASHINGTON,NY11050     		NONE PC MATCHING - GENERAL CONTRIBUTION 40
    HEIFER FOUNDATION
    1 WORLD AVENUE
    LITTLE ROCK,AR72202     		NONE PC MATCHING - GENERAL CONTRIBUTION 100
    INSTITUTE FOR THE REDESIGN OF LEARNINGALMANSOR ACADEMY
    1955 FREMONT AVENUE
    SOUTH PASADENA,CA91030     		NONE PC MATCHING - GENERAL CONTRIBUTION 400
    JEWISH HOME FOR THE AGING
    7150 TAMPA AVENUE
    RESEDA,CA91335     		NONE PC MATCHING - GENERAL CONTRIBUTION 400
    JEWISH LIFE
    16501 VENTURA BLVD SUITE 501
    ENCINO,CA91436     		NONE PC MATCHING - GENERAL CONTRIBUTION 375
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011     		NONE PC MATCHING - GENERAL CONTRIBUTION 40
    OHIO STATE UNIVERSITY FOUNDATION
    1480 WEST LANE AVENUE
    COLUMBUS,OH43221     		NONE PC MATCHING - GENERAL CONTRIBUTION 300
    PLANNED PARENTHOOD
    400 WEST 30TH STREET
    LOS ANGELES,CA90007     		NONE PC MATCHING - GENERAL CONTRIBUTION 260
    SOUND ART
    2118 WILSHIRE BLVD SUITE 1170
    SANTA MONICA,CA90403     		NONE PC MATCHING - GENERAL CONTRIBUTION 300
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE PC MATCHING - GENERAL CONTRIBUTION 10
    ST ANDREWS EPISCOPAL CHURCH
    7989 LITTLE MOUNTAIN ROAD
    MENTOR,OH44064     		NONE PC MATCHING - GENERAL CONTRIBUTION 236
    UCLA
    PO BOX 512625
    LOS ANGELES,CA90051     		NONE PC EDUCATION - GENERAL CONTRIBUTION 500
    UCLA FOUNDATION - DESIGN FOR SHARING
    PO BOX 951529
    LOS ANGELES,CA900951529     		NONE PC EDUCATION - GENERAL CONTRIBUTION 1,450
    THE WOODEN ATHLEIC FUND - UCLA ATHLETICS DEPARTMENT
    PO BOX 24044
    LOS ANGELES,CA90024     		NONE PC EDUCATION - GENERAL CONTRIBUTION 500
    FREE THE CHILDREN
    4301 HIGHWAY 7 SUITE 120
    MINNEAPOLIS,MN55416     		NONE PC MATCHING - GENERAL CONTRIBUTION 1,000
    PROJECT ANGEL FOOD
    922 VINE STREET
    LOS ANGELES,CA90038     		NONE PC SPECIAL -OTHER - GENERAL CONTRIBUTION 2,000
    THE METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		NONE PC SPECIAL - OTHER - GENERAL CONTRIBUTION 1,000
    COMPTON JR POSSE YOUTH EQUESTRIAN
    453 W CALDWELL STREET
    COMPTON,CA90220     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 20,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    1111 SOUTH ARROYO PARKWAY SUITE 400
    PASADENA,CA91105     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 5,000
    WESTCHESTER LAND TRUST
    403 HARRIS ROAD
    BEDFORD HILLS,NY10507     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 1,000
    HENRY E HUNTINGTON LIBRARY
    1151 OXFORD ROAD
    SAN MARINO,CA91108     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 5,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY100015004     		NONE PC DESIGNATED -EBOLA CURE 10,000
    HENRY E HUNTINGTON LIBRARY
    1151 OXFORD ROAD
    SAN MARINO,CA91108     		NONE PC DESIGNATED - PHOTOGRAPHY 5,000
    INTERNATIONAL CENTER OF PHOTOGRAPHY
    1133 BOWERY
    NEW YORK,NY10012     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 2,000
    UCLA SPECIAL COLLECTIONS
    PO BOX 951575
    LOS ANGELES,CA900951575     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 5,000
    INTERNATIONAL DOCUMENTARY ASSOCIATION
    3470 WILSHIRE BLVD SUITE 980
    LOS ANGELES,CA90010     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 5,000
    BLOCK ISLAND CONSERVANCY
    PO BOX 220
    BLOCK ISLAND,RI02807     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 10,000
    SECOND STAGE THEATRE
    307 W 43RD STREET
    NEW YORK,NY10036     		NONE PC DESIGNATED - GENERAL CONTRIBUTION 10,000
    US HOLOCAUST MEMORIAL MUSEUM
    PO BOX 96818
    WASHINGTON,DC200777676     		NONE PC SPECIAL - OTHER - GENERAL CONTRIBUTION 5,000
    Total .................................bullet 3a 6,803,877
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    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 1,969  
    4 Dividends and interest from securities....     14 296,031  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 531120 -3,277      
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 2,233,062  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 12,367,993  
    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).. -3,277 14,899,055 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1314,895,778
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) 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) 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
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    Form 990-PF (2014)
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    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN: 95-6006859
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 25,385 25,385   0

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    TY 2014 AmortizationSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN: 95-6006859
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    COMMISSIONS 2013-05-01 1,684 1,036 13.000000000000 130 130   1,166

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    TY 2014 DepreciationSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN: 95-6006859
    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
    OFFICE EQUIPMENT 1997-10-01 89,840 89,840   0 % 0 0    
    PHONE SYSTEM 1997-10-01 6,495 6,495 ADS 12.000000000000 0 0    
    PROJECTORS 1997-10-01 11,000 11,000 ADS 12.000000000000 0 0    
    COMPUTERS, PRINTERS & MONITORS 1997-10-01 14,700 14,700 ADS 5.000000000000 0 0    
    AUDIO VISUAL EQUIPMENT 1997-10-01 1,800 1,800 ADS 12.000000000000 0 0    
    LAND 1998-09-09 1,000,000   L   0 0    
    BUILDING 1998-09-09 2,126,554 836,081 SL 39.000000000000 4,544 4,544    
    COPIER 1998-03-13 15,583 15,583 ADS 6.000000000000 0 0    
    TENANT IMPROVEMENTS 1999-10-08 277,104 100,950 SL 39.000000000000 7,105 0    
    FURNITURE & FIXTURES 1999-10-08 47,506 47,506 ADS 10.000000000000 0 0    
    FURNITURE & FIXTURES 1999-10-08 7,456 7,456 ADS 10.000000000000 0 0    
    4 GATEWAY COMPUTERS 1999-02-25 6,147 6,147 ADS 5.000000000000 0 0    
    HP LASER JET 2100 PRINTER 1999-04-01 731 731 ADS 5.000000000000 0 0    
    COMPUTER 2000-02-02 2,456 2,456 ADS 5.000000000000 0 0    
    FAX MACHINE 2000-03-01 271 271 ADS 5.000000000000 0 0    
    FURNITURE & FIXTURES 2000-01-14 4,258 4,258 ADS 10.000000000000 0 0    
    FURNITURE & FIXTURES 2000-04-03 449 449 ADS 10.000000000000 0 0    
    FURNITURE & FIXTURES 2000-06-01 9,879 9,879 ADS 10.000000000000 0 0    
    TENANT IMPROVEMENTS 2000-03-01 11,409 4,041 SL 39.000000000000 293 0    
    IMPROVEMENTS 2001-10-25 344,453 107,824 SL 39.000000000000 736 736    
    HP 2200 COLOR PRINTER 2001-04-01 583 583 ADS 5.000000000000 0 0    
    XEROX SCANNING SOFTWARE 2001-05-01 6,155 6,155 ADS 5.000000000000 0 0    
    SHARP FAX MACHINE 2001-07-10 574 574 ADS 5.000000000000 0 0    
    DELL COMPUTERS - 5 WORKSTATIONS 2004-01-23 6,084 6,084 ADS 5.000000000000 0 0    
    IMPROVEMENTS 2002-11-01 35,943 10,296 SL 39.000000000000 77 77    
    IMPROVEMENTS 2003-07-01 66,897 18,008 SL 39.000000000000 143 143    
    IMPROVEMENTS 2004-07-01 63,461 15,457 SL 39.000000000000 136 136    
    IMPROVEMENTS 2005-07-01 72,954 15,903 SL 39.000000000000 156 156    
    IMPROVEMENTS 2006-07-01 67,979 13,073 SL 39.000000000000 145 145    
    COMPUTER & PRINTER 2007-10-11 1,638 1,638 ADS 5.000000000000 0 0    
    IMPROVEMENTS 2007-10-09 26,302 4,213 SL 39.000000000000 56 56    
    CARPETING & BLINDS 2007-06-25 3,516 3,516 SL 5.000000000000 0 0    
    HARD DRIVE 2008-09-19 1,404 1,404 ADS 5.000000000000 0 0    
    NETWORK SERVER 2009-01-15 3,104 3,104 SL 5.000000000000 0 0    
    COMPUTER 2009-10-02 418 357 SL 5.000000000000 61 0    
    COMMISSIONS 2009-03-24 15,081 14,326 SL 5.000000000000 251 251    
    CARPETING & PAINTING 2009-07-01 2,332 2,097 SL 5.000000000000 39 39    
    IMPROVEMENTS 2009-07-01 50,605 5,841 SL 39.000000000000 108 108    
    COMMISSIONS 2010-06-01 5,668 5,668 SL 3.000000000000 0 0    
    COMMISSIONS 2010-07-01 4,445 3,112 SL 5.000000000000 74 74    
    PAINTING 2010-07-01 8,641 6,048 SL 5.000000000000 144 144    
    IMPROVEMENTS 2010-07-01 32,223 2,891 SL 39.000000000000 69 69    
    COMMISSIONS 2011-06-01 5,939 5,115 SL 3.000000000000 824 824    
    COMMISSIONS 2011-11-04 6,670 3,614 SL 4.000000000000 1,668 1,668    
    COMMISSIONS 2011-12-09 2,613 1,815 SL 3.000000000000 798 798    
    IMPROVEMENTS 2011-07-01 17,040 1,092 SL 39.000000000000 36 36    
    COMPUTER, PRINTER & BACKUP TAPE 2011-01-15 1,002 600 SL 5.000000000000 200 0    
    IMPROVEMENTS 2012-01-15 13,744 704 SL 39.000000000000 29 29    
    IMPROVEMENTS 2012-03-05 2,495 117 SL 39.000000000000 5 5    
    COMMISSIONS 2012-01-03 1,875 1,875 SL 2.000000000000 0 0    
    COMMISSIONS 2012-03-01 7,018 7,018 SL 1.000000000000 0 0    
    COMMISSIONS 2012-10-18 3,012 1,171 SL 3.000000000000 84 84    
    COMPUTER EQUIPMENT (SJ) 2013-10-03 372 19 SL 5.000000000000 74 0    
    IMPROVEMENTS 2013-02-28 675 14 SL 39.000000000000 1 1    
    IMPROVEMENTS 2013-04-30 1,817 31 SL 39.000000000000 4 4    
    IMPROVEMENTS 2013-05-31 2,879 43 SL 39.000000000000 6 6    
    IMPROVEMENTS 2013-09-30 10,750 69 SL 39.000000000000 23 23    
    IMPROVEMENTS 2013-11-30 599 1 SL 39.000000000000 1 1    
    COMMISSIONS 2013-03-01 473 394 SL 1.000000000000 39 39    
    COMPUTER EQUIPMENT 2014-09-19 3,559   SL 5.000000000000 178 0    

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN: 95-6006859
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1,000 SHS GENERAL ELECTRIC COMPANY 33,133 25,270
    1,000 SHS GENERAL ELECTRIC COMPANY 29,033 25,270
    1,000 SHS GENERAL ELECTRIC COMPANY 37,130 25,270
    75 SHS AMERICAN INTL GROUP INC 101,417 4,201
    1,000 SHS GENERAL ELECTRIC COMPANY 36,060 25,270
    25 SHS AMERICAN INTL GROUP INC 31,312 1,400
    5 SHS AMERICAN INTL GROUP INC 5,914 280
    45 SHS AMERICAN INTL GROUP INC 53,217 2,520
    1,000 SHS GENERAL ELECTRIC COMPANY 34,630 25,270
    1,000 SHS GENERAL ELECTRIC COMPANY 35,489 25,270
    1,000 SHS GENERAL ELECTRIC COMPANY 35,200 25,270
    1,000 SHS GENERAL ELECTRIC COMPANY 36,930 25,270
    1,000 SHS GENERAL ELECTRIC COMPANY 15,129 25,270
    1,000 SHS GENERAL ELECTRIC COMPANY 13,319 25,270
    500 SHS GENERAL ELECTRIC COMPANY 8,438 12,635
    1,000 SHS GENERAL ELECTRIC COMPANY 17,098 25,270
    1,000 KAYNE ANDERSON ENERGY FD 8,293 27,850
    80 AMERICAN INTL GP WARRANTS EXP 1/19/21 1,303 1,970
    CHARLES SCHWAB ACCRUED INCOME 0 3,130

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN: 95-6006859
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    9.7418% INTEREST IN AMADEUS PARTNERS L.P. AT COST 7,373,213 7,373,213
    30,125.643 SHS ERMITAGE SELZ FUND AT COST 0 0
    2.71999% INTEREST IN KARNAK PARTNERS L.P. AT COST 9,956,803 10,257,633

    TY 2014 LandEtcSchedule2
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN: 95-6006859
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIPMENT 89,840 89,840 0  
    PHONE SYSTEM 6,495 6,495 0  
    PROJECTORS 11,000 11,000 0  
    COMPUTERS, PRINTERS & MONITORS 14,700 14,700 0  
    AUDIO VISUAL EQUIPMENT 1,800 1,800 0  
    COPIER 15,583 15,583 0  
    TENANT IMPROVEMENTS 277,104 108,055 169,049  
    FURNITURE & FIXTURES 47,506 47,506 0  
    FURNITURE & FIXTURES 7,456 7,456 0  
    4 GATEWAY COMPUTERS 6,147 6,147 0  
    HP LASER JET 2100 PRINTER 731 731 0  
    COMPUTER 2,456 2,456 0  
    FAX MACHINE 271 271 0  
    FURNITURE & FIXTURES 4,258 4,258 0  
    FURNITURE & FIXTURES 449 449 0  
    FURNITURE & FIXTURES 9,879 9,879 0  
    TENANT IMPROVEMENTS 11,409 4,334 7,075  
    HP 2200 COLOR PRINTER 583 583 0  
    XEROX SCANNING SOFTWARE 6,155 6,155 0  
    SHARP FAX MACHINE 574 574 0  
    DELL COMPUTERS - 5 WORKSTATIONS 6,084 6,084 0  
    COMPUTER & PRINTER 1,638 1,638 0  
    HARD DRIVE 1,404 1,404 0  
    NETWORK SERVER 3,104 3,104 0  
    COMPUTER 418 418 0  
    COMPUTER, PRINTER & BACKUP TAPE 1,002 800 202  
    COMPUTER EQUIPMENT (SJ) 372 93 279  
    COMPUTER EQUIPMENT 3,559 178 3,381  


    TY 2014 LegalFeesSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN: 95-6006859
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 2,288 1,144   1,144


    TY 2014 OtherAssetsSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN: 95-6006859
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DOCUMENTARY FILM 659,956 0 0
    ART OBJECTS 37,536 37,536 37,536
    EMPLOYEE SALARY ADVANCE 9,314 8,714 8,714


    TY 2014 OtherExpensesSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN: 95-6006859
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES 3,622 1,811   1,811
    DUES AND SUBSCRIPTIONS 1,667 834   833
    POSTAGE AND DELIVERY 709 355   354
    DONATION RELATED EXPENSES 24,504 0   24,504
    FILING FEES 160 0   160
    OIL & GAS EXPENSE 690 690   0
    EQUIPMENT MAINTENANCE 898 449   449
    BANK CHARGE 1,308 654   654
    OUTSIDE SERVICE 5,156 2,578   2,577
    EQUIPMENT RENTAL 909 455   454
    OTHER REAL ESTATE EXPENSES-OHIO AVENUE 23,830 23,830   0
    NON DEDUCTIBLE EXPENSE-AMADEUS PARTNERS, L.P. & KARNAK PARTNERS L.P. 597 0   0
    FLOW THROUGH FROM AMADEUS PARTNERS, L.P. 5,307 34,026   0
    PORTFOLIO DEDUCTIONS 4,685 4,685   0
    WRITE OFF OF EXPIRED CLIP & MUSIC RIGHTS 659,956 329,978   329,978
    INSURANCE 7,382 3,691   3,691
    MISCELLANEOUS 3,061 1,531   1,530
    AMORTIZATION 130 130   0


    TY 2014 OtherIncomeSchedule2
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN: 95-6006859
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL & GAS INCOME 6,977 6,977 6,977
    MGM AND UA SERVICES - HURRICANE 7,048 7,048 7,048
    FLOW THROUGH FROM KARNAK PARTNERS, L.P. 200,129 192,280 200,129
    AMADEUS PARTNERS, L.P. BOOK/TAX DIFFERENCE 2,018,908 0 2,018,908


    TY 2014 OtherLiabilitiesSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN: 95-6006859
    Description Beginning of Year - Book Value End of Year - Book Value
    RENT & SECURITY DEPOSITS 34,987 0
    EMPLOYEE PAYROLL WITHHOLDINGS 10,347 13,209
    MISCELLANEOUS PAYABLES 10,622 10,983


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN: 95-6006859
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FLOW THROUGH FROM AMADEUS PARTNERS, L.P.-INVESTMENT ADVISORY FEES 171,776 171,776   0


    TY 2014 TaxesSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN: 95-6006859
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PERSONAL PROPERTY TAX 900 0   900
    REAL PROPERTY TAX 4,397 4,397   0
    FOREIGN TAX WITHHELD 3,200 3,200   0