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
BEATRIX FINSTON PADWAY CHARITABLE TRUST
FOR ARTS AND EDUCATION

Number and street (or P.O. box number if mail is not delivered to street address)1529 GILCREST DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEVERLY HILLS, CA902102515
A Employer identification number

31-6018432
B Telephone number (see instructions)

(310) 246-6707
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$16,312,069
J 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).............. 11,861
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 1,244 1,244  
4 Dividends and interest from securities...... 427,736 180,514  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 253,037
b Gross sales price for all assets on line 6a 16,371,249
7 Capital gain net income (from Part IV, line 2)... 243,316
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)....... 359 359  
12 Total. Add lines 1 through 11........ 694,237 425,433  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 118,000 88,500   29,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 50,000 0   0
b Accounting fees (attach schedule)....... 12,500 9,375   0
c Other professional fees (attach schedule).... 146,663 136,513   10,150
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 9,065 8,905   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 166 65   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 336,394 243,358   39,650
25 Contributions, gifts, grants paid........ 843,100 843,100
26 Total expenses and disbursements. Add lines 24 and 25 1,179,494 243,358   882,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -485,257
b Net investment income (if negative, enter -0-) 182,075
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............... 6,337    
2 Savings and temporary cash investments.......... 303,410 1,034,374 1,034,374
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........... 10,158 7,492 7,492
10a Investments—U.S. and state government obligations (attach schedule) 11,766,681 Click to see attachment0 0
b Investments—corporate stock (attach schedule)........ 1,949,724 Click to see attachment8,866,221 10,648,460
c Investments—corporate bonds (attach schedule)........ 1,001,177 Click to see attachment4,644,143 4,621,743
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,037,487 14,552,230 16,312,069
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)    
23 Total liabilities (add lines 17 through 22).......... 0 0
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 15,037,487 14,552,230
30 Total net assets or fund balances (see instructions)...... 15,037,487 14,552,230
31 Total liabilities and net assets/fund balances (see instructions).. 15,037,487 14,552,230
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 15,037,487
2 Enter amount from Part I, line 27a..................... 2 -485,257
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 14,552,230
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 14,552,230
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 NEUBERGER BERMAN LLC P    
b NEUBERGER BERMAN LLC P    
c $50,000 MORENO VALLEY CA PUB 11/1/17 D 2013-11-23 2014-01-02
d $100,000 ATWATER RDA 6/1/21 D 2013-11-23 2014-01-07
e $100,000 ATWATER RDA 6/1/22 D 2013-11-23 2014-01-07
$30,000 CAJON VALLEY USD 8/1/30 D 2013-11-23 2014-01-07
$25,000 CALIFORNIA ST 8/1/27 D 2013-11-23 2014-01-07
$35,000 CHINO VALLEY 8/1/27 D 2013-11-23 2014-01-07
$50,000 CHULA VISTA PUB FING 9/1/27 D 2013-11-23 2014-01-07
$50,000 CORONA PUB FIN AUTH 9/1/23 D 2013-11-23 2014-01-07
$150,000 ELK GROVE USD 12/1/29 D 2013-11-23 2014-01-07
$25,000 FAIRFIELD-SUISUN UNI SCH 8/1/28 D 2013-11-23 2014-01-07
$50,000 HUNTINGTON BEACH UN HIGH 8/1/29 D 2013-11-23 2014-01-07
$50,000 KERN HIGH SCH DIST 8/1/30 D 2013-11-23 2014-01-07
$25,000 LONG BEACH CA BD FIN AUTH 5/1/21 D 2013-11-23 2014-01-07
$25,000 LOS ANGELES CNTY PUB WKS 9/1/26 D 2013-11-23 2014-01-07
$70,000 MANHATTAN BEACH IMPT BD 9/2/22 D 2013-11-23 2014-01-07
$30,000 MORENO VALLEY CMNTY RDA 8/1/26 D 2013-11-23 2014-01-07
$40,000 MURRIETA UNI SCH DIST 9/1/28 D 2013-11-23 2014-01-07
$40,000 NATOMAS UNI SCH DIST 8/1/25 D 2013-11-23 2014-01-07
$60,000 NATOMAS UNI SCH DIST 8/1/29 D 2013-11-23 2014-01-07
$100,000 RANCHO CUCAMONGA PUB FIN 9/1/22 D 2013-11-23 2014-01-07
$40,000 RAVENSWOOD CITY SCH DIST 8/15/20 D 2013-11-23 2014-01-07
$50,000 RIVERSIDE CNTY CTFS PART 11/1/25 D 2013-11-23 2014-01-07
$50,000 SACRAMENTO CITY FING AUTH 12/1/24 D 2013-11-23 2014-01-07
$75,000 SAN BUENAVENTURA RDA 8/1/27 D 2013-11-23 2014-01-07
$45,000 SAN MATEO RDA 8/1/24 D 2013-11-23 2014-01-07
$50,000 SAN MATEO RDA 8/1/25 D 2013-11-23 2014-01-07
$75,000 SANGER UNI SCH DIST 8/1/28 D 2013-11-23 2014-01-07
$50,000 SANTA FE SPORINGS CMNTY 9/1/22 D 2013-11-23 2014-01-07
$45,000 SAUGUS/HART SCH FACS 9/1/23 D 2013-11-23 2014-01-07
$30,000 SWEETWATER UN HIGH SCH 8/1/26 D 2013-11-23 2014-01-07
$70,000 VALLEY CTR-PAUMA UNI SCH 9/1/24 D 2013-11-23 2014-01-07
$40,000 WINDSOR RDA 9/1/24 D 2013-11-23 2014-01-07
2,000 COCA COLA ENTERPRISES INC D 2013-11-23 2014-01-13
1,500 CONOCOPHILLIPS D 2013-11-23 2014-01-13
$25,000 CULVER CITY RDA 11/1/25 D 2013-11-23 2014-01-13
$40,000 IRVINE SPL TAX 9/1/29 D 2013-11-23 2014-01-13
$50,000 MILPITAS RDA 9/1/24 D 2013-11-23 2014-01-13
$25,000 PARAMOUNT RDA 8/1/17 D 2013-11-23 2014-01-13
$25,000 RIALTO RDA 9/1/23 D 2013-11-23 2014-01-13
1,000 ROYAL BANK OF CANADA D 2013-11-23 2014-01-13
$50,000 SAN MARCOS PUB FACS 8/1/26 D 2013-11-23 2014-01-13
$25,000 ANAHEIM PUB FING 9/1/29 D 2013-11-23 2014-01-14
$100,000 ANTIOCH AREA PUB FACS 8/1/20 D 2013-11-23 2014-01-14
$50,000 CENTRAL UNI SCH DIST 7/1/29 D 2013-11-23 2014-01-14
$50,000 ELK GROVE FIN AUTH 9/1/29 D 2013-11-23 2014-01-14
$855,000 INDUSTRY URBAN DEV AGY 5/1/24 P   2014-01-14
$125,000 LINOCLN PUB FING AUTH 8/1/26 D 2013-11-23 2014-01-14
$25,000 LOS ANGELES CMNTY RDA 9/1/26 D 2013-11-23 2014-01-14
$35,000 LOS ANGELES CMNTY RDA 9/1/27 D 2013-11-23 2014-01-14
$25,000 MARINA COAST WTR DIST 6/1/24 D 2013-11-23 2014-01-14
$125,000 OAKLEY PUB FING AUTH 9/2/27 D 2013-11-23 2014-01-14
$25,000 OXNARD FING AUTH 6/1/31 D 2013-11-23 2014-01-14
$40,000 PORTERVILLE UNI SCH FACS 8/1/28 D 2013-11-23 2014-01-14
$25,000 POWAY UNI SCH DIST 9/1/29 D 2013-11-23 2014-01-14
$25,000 SAN JUAN UNI SCH DIST 8/1/31 D 2013-11-23 2014-01-14
$25,000 SAN JUAN UNI SCH DIST 8/1/32 D 2013-11-23 2014-01-14
$25,000 SAN MARCOS PUB FACS AUTH 8/1/20 D 2013-11-23 2014-01-14
$50,000 SANTEE CMNTY DEV COMMN 8/1/25 D 2013-11-23 2014-01-14
$50,000 SOUTH SAN FRANCISCO RDA 9/1/25 D 2013-11-23 2014-01-14
$50,000 SUCCESSOR AGY RANCHO MIRAGE 4/1/27 D 2013-11-23 2014-01-14
$25,000 TRACY CMNTY DEV AGY TAX 3/1/34 D 2013-11-23 2014-01-14
$25,000 WEST SACRAMENTO FING AUT 9/1/26 D 2013-11-23 2014-01-14
826 VIVENDI D 2013-11-23 2014-01-15
2,000 CRH PLC D 2013-11-23 2014-01-15
$50,000 CALIFORNIA EDL FACS AUTH 10/1/28 D 2013-11-23 2014-01-15
$30,000 COACHELLA VALLEY UNI SCH 8/1/27 D 2013-11-23 2014-01-15
$180,000 COMPTON CMNTY COLLEGE DIST 7/1/28 D 2013-11-23 2014-01-15
$145,000 IMPERIAL CNTY LOC TRANS 6/1/32 D 2013-11-23 2014-01-15
$75,000 IMPERIAL CNTY LOC TRANS 6/1/32 D 2013-11-23 2014-01-15
$25,000 MURRIETA REDEV AGY 8/1/24 D 2013-11-23 2014-01-15
$100,000 NATOMAS UNI SCH DIST 8/1/26 D 2013-11-23 2014-01-15
$25,000 NATOMAS UNI SCH DIST 8/1/28 D 2013-11-23 2014-01-15
$55,000 PARAMOUNT REDEV AGY 8/1/24 D 2013-11-23 2014-01-15
$50,000 PARAMOUNT REDEV AGY 8/1/26 D 2013-11-23 2014-01-15
$25,000 RANCHO MIRAGE REDEV AGY 4/1/21 D 2013-11-23 2014-01-15
$125,000 RIVERSIDE REDEV AGY 8/1/28 D 2013-11-23 2014-01-15
$70,000 ROHNERT PK CMNTY DEV COM 8/1/24 D 2013-11-23 2014-01-15
$105,000 SAN JUAN CAPISTRANO PUB 12/1/27 D 2013-11-23 2014-01-15
$25,000 WM S HART UN HIGH SCH DIST 9/1/29 D 2013-11-23 2014-01-15
$25,000 COPPER MTN CMNTY COLLEGE 8/1/30 D 2013-11-23 2014-01-15
9 FRONTIER COMMUNICATIONS CORP P 1929-07-03 2014-01-16
$300,000 RIVERSIDE PUB FING AUTH 8/1/30 D 2013-11-23 2014-01-16
$25,000 SACRAMENTO IMPT BD 9/2/20 D 2013-11-23 2014-01-16
$150,000 SALINAS CTFS PARTN 9/1/28 D 2013-11-23 2014-01-16
$100,000 SANTA PAULA UTIL AUTH 2/1/30 D 2013-11-23 2014-01-16
$75,000 STANTON REDEV AGY 12/1/30 P 2011-03-07 2014-01-16
$50,000 WEST HOLLYWOOD CMNTY DEV 9/1/42 P 2011-03-11 2014-01-16
$250,000 BUENA PARK CMNTY REDEV 9/1/23 P 2010-06-22 2014-01-17
$250,000 DAVIS REDEV AGY 9/1/27 D 2013-11-29 2014-01-17
$105,000 ESCONDIDO JT PWRS FING 9/1/18 P 2009-09-25 2014-01-17
$50,000 LOS ANGELES CNTY REDEV 9/1/26 P 2013-12-16 2014-01-17
$275,000 LOS ANGELES CNTY REDEV 9/1/26 P 2009-10-07 2014-01-17
$50,000 LOS ANGELES CNTY REDEV 9/1/26 P 2011-10-24 2014-01-17
$50,000 MONTEREY CNTY OFFICE ED 12/1/27 P 2012-12-26 2014-01-17
$100,000 PERALTA CMNTY COLLEGE DIST 8/1/31 P 2013-09-16 2014-01-17
$20,000 RIVERSIDE PUB FING AUTH 8/1/17 P 2011-11-18 2014-01-17
$150,000 RIVERSIDE PUB FING AUTH 8/1/17 P 2011-12-07 2014-01-17
$200,000 SAN FRANCISCO CITY & CNTY 8/1/25 P 2010-10-12 2014-01-17
$175,000 SAN FRANCISCO CITY & CNTY 8/1/25 P 2012-06-26 2014-01-17
$185,000 SAN FRANCISCO CITY & CNTY 8/1/25 P 2012-08-10 2014-01-17
$35,000 COVINA REDEV AGY 12/1/16 D 2013-11-23 2014-01-21
$105,000 NORCO REDEV AGY 3/1/26 D 2013-11-23 2014-01-21
$25,000 TEMECULA REDEV AGY 8/1/20 D 2013-11-23 2014-01-21
$25,000 RIDGECREST REDEV AGY 6/30/24 D 2013-11-23 2014-01-24
$100,000 CAMARILLO CMNTY DEV COMM 9/1/26 P 2013-12-04 2014-01-27
$250,000 CAMARILLO CMNTY DEV COMM 9/1/26 P 2012-12-06 2014-01-27
$100,000 IRWINDALE CMNTY REDEV AG 8/1/26 P 2012-06-05 2014-01-27
$65,000 IRWINDALE CMNTY REDEV AG 8/1/26 P 2012-10-31 2014-01-27
$170,000 IRWINDALE CMNTY REDEV AG 8/1/26 P 2012-12-21 2014-01-27
$125,000 LOS ANGELES CMNTY REDEV 9/1/19 P 2009-05-20 2014-01-27
$200,000 LOS ANGELES CMNTY REDEV 9/1/19 P 2009-08-25 2014-01-27
$75,000 MORENO VALLEY PUB FIN AU 5/1/27 P 2013-05-20 2014-01-27
$300,000 PLACER CNTY REDEV AGY 8/1/22 P 2012-06-22 2014-01-27
$150,000 RIVERSIDE PUB FING AUTH 8/1/32 P 2013-04-22 2014-01-27
$40,000 SAN DIEGO REDEV AGY 9/1/20 P 2011-12-27 2014-01-27
$190,000 SAN DIEGO REDEV AGY 9/1/20 P 2010-08-19 2014-01-27
$50,000 SAN DIEGO REDEV AGY 9/1/20 P 2012-11-05 2014-01-27
$100,000 SAN JOSE ARPT REV 3/1/26 P 2013-10-21 2014-01-27
$50,000 SAN RAMON PUB FING AUTH 2/1/31 P 2014-01-06 2014-01-27
$55,000 SANGER UNI SCH DIST CTFS 7/1/27 P 2013-05-23 2014-01-27
$30,000 FULLERTON REDEV AGY 9/1/22 P 2014-01-07 2014-01-28
$35,000 FULLERTON REDEV AGY 9/1/242 P 2011-09-15 2014-01-28
$50,000 MONROVIA REDEV AGY 5/1/23 P 2013-03-07 2014-01-28
$90,000 RIVERSIDE PUB FIN AUTH 8/1/28 P 2013-02-19 2014-01-28
$40,000 RIVERSIDE PUB FIN AUTH 8/1/28 P 2013-05-14 2014-01-28
$35,000 RIVERSIDE PUB FIN AUTH 8/1/28 P 2013-09-30 2014-01-28
$175,000 SAN DIEGO REDEV AGY TAX 9/1/21 P 2011-11-02 2014-01-28
$55,000 ATWATER REDEV AGY TAX 6/1/26 P 2013-09-30 2014-01-29
$145,000 ATWATER REDEV AGY TAX 6/1/26 P   2014-01-29
$30,000 INDIO REDEEV AGY 8/15/33 P 2013-11-12 2014-01-29
$40,000 LOS ANGELES CMNTY REDEV 9/1/20 P 2013-09-27 2014-01-29
$20,000 LOS ANGELES CMNTY REDEV 9/1/20 P 2013-11-21 2014-01-29
$20,000 LOS ANGELES CMNTY REDEV 9/1/19 P 2013-11-21 2014-01-29
$20,000 LOS ANGELES CMNTY REDEV 9/1/19 P 2009-07-23 2014-01-29
$55,000 MONROVIA REDEV AGY 5/1/28 P 2013-07-19 2014-01-29
$45,000 MONROVIA REDEV AGY 5/1/28 P 2013-07-25 2014-01-29
$240,000 MONTCLAIR REDEV AGY 9/1/27 P   2014-01-29
$75,000 SAN MARCOS PUB FINGS AUTH 8/1/25 P 2013-04-10 2014-01-29
$125,000 SIGNAL HILL REDEV AGY 10/1/26 P 2014-01-07 2014-01-29
$50,000 ANAHEIM REDEV AGY 2/1/27 P 2013-10-02 2014-01-30
$25,000 RIVERSIDE PUB FING AUTH 8/1/23 P 2013-11-23 2014-01-30
$95,000 SOUTH EL MONTE IMPT DIST 8/1/26 P 2013-04-11 2014-02-03
$100,000 SOUTH EL MONTE IMPT DIST 8/1/26 P 2012-02-28 2014-02-03
$35,000 MILPITAS REDEV AGY 9/1/16 P 2013-11-23 2014-02-10
$50,000 CHINO REDEV AGY 9/1/22 P 2010-12-29 2014-01-29
$45,000 EMERYVILLE PUB FING AUTH 9/1/19 P 2012-08-03 2014-01-29
$150,000 LA MIRADA REDEV AGY 8/15/24 P 2011-09-09 2014-01-29
$75,000 LOS ANGELES CMNTY REDEV 9/1/21 P 2010-12-10 2014-01-29
$100,000 LOS ANGELES CMNTY REDEV 9/1/21 P 2012-04-17 2014-01-29
$140,000 LOS ANGELES CMNTY REDEV 9/1/16 P 2009-04-28 2014-01-29
$50,000 OAKDALE PUB FING AUTH 6/1/36 P 2011-04-05 2014-01-29
$50,000 SAN MARCOS PUB FACS 8/1/20 P 2010-01-26 2014-01-29
$75,000 SAN MARCOS PUB FACS 8/1/20 P 2012-11-02 2014-01-29
$20,000 SIGNAL HILL REDEV AGY 10/1/16 P 2009-09-25 2014-01-29
$75,000 WATSONVILLE REDEV AGY 9/1/19 P 2011-08-12 2014-02-03
$45,000 ANAHEIM CTFS PARTN 11/1/19 P 2010-03-03 2014-02-10
$25,000 NORTHERN CA TRANSMISSION P   2014-02-12
$50,000 CHULA VISTA ELEM SCH DIS 8/1/29 D 2013-11-23 2014-01-07
1,250 PIONEER NATURAL RESOURCES COMPANY P   2014-11-28
(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 2,742,033   2,733,448 8,585
b 1,076,897   853,603 223,294
c 51,000   51,096 -96
d 98,195   97,150 1,045
e 96,095   95,589 506
24,622   25,121 -499
25,430   25,503 -73
30,137   30,291 -154
48,502   48,654 -152
49,433   49,339 94
120,472   122,106 -1,634
20,546   20,702 -156
41,011   41,845 -834
40,043   40,437 -394
25,245   25,113 132
26,320   26,501 -181
71,434   68,030 3,404
29,395   29,197 198
34,412   34,496 -84
39,595   40,101 -506
59,140   61,232 -2,092
100,588   102,111 -1,523
41,121   41,075 46
50,038   50,789 -751
51,034   52,470 -1,436
72,786   73,209 -423
44,095   41,738 2,357
48,995   45,904 3,091
66,056   66,263 -207
50,129   49,747 382
43,735   43,652 83
29,509   30,015 -506
63,119   63,575 -456
39,395   38,769 626
88,639   83,350 5,289
102,133   105,975 -3,842
24,745   25,052 -307
34,587   35,130 -543
49,495   50,058 -563
24,745   25,028 -283
24,745   24,999 -254
65,479   67,230 -1,751
49,995   50,086 -91
25,008   25,140 -132
100,151   101,628 -1,477
50,334   50,985 -651
46,054   46,539 -485
855,850   791,621 64,229
127,020   125,424 1,596
25,503   23,858 1,645
36,399   36,562 -163
25,998   25,418 580
119,370   120,088 -718
25,045   25,235 -190
39,251   40,492 -1,241
24,495   23,708 787
19,747   20,451 -704
20,005   20,112 -107
25,353   25,226 127
48,295   48,603 -308
50,623   50,645 -22
47,623   48,181 -558
23,258   23,066 192
24,620   25,468 -848
21,502   20,806 696
53,619   51,077 2,542
51,558   51,427 131
30,477   30,698 -221
178,195   180,995 -2,800
129,255   128,151 1,104
66,655   66,285 370
25,245   25,490 -245
100,833   100,886 -53
25,126   25,597 -471
57,635   55,180 2,455
51,433   49,769 1,664
25,558   25,421 137
124,520   126,490 -1,970
68,067   65,556 2,511
103,251   103,457 -206
24,683   24,864 -181
23,995   24,262 -267
39   77 -38
273,745   275,028 -1,283
25,258   25,265 -7
147,645   150,359 -2,714
105,035   104,870 165
86,095   74,630 11,465
57,398   50,005 7,393
260,558   259,148 1,410
249,995   257,142 -7,147
107,095   104,851 2,244
48,620   49,863 -1,243
278,145   258,505 19,640
50,572   49,283 1,289
47,278   51,262 -3,984
107,235   107,255 -20
19,911   20,201 -290
149,336   151,505 -2,169
205,598   205,831 -233
179,898   185,107 -5,209
190,178   190,896 -718
35,527   35,665 -138
106,045   107,330 -1,285
24,570   25,021 -451
26,120   25,409 711
98,214   99,505 -1,291
245,534   262,825 -17,291
97,199   104,000 -6,801
63,179   67,342 -4,163
165,237   178,095 -12,858
123,998   104,780 19,218
198,397   167,648 30,749
74,245   78,500 -4,255
305,101   316,280 -11,179
142,527   149,818 -7,291
40,795   41,560 -765
193,986   190,005 3,981
51,049   51,950 -901
103,008   104,755 -1,747
48,498   49,473 -975
50,328   55,488 -5,160
30,235   31,080 -845
35,625   35,005 620
50,259   52,764 -2,505
84,777   90,005 -5,228
37,679   40,776 -3,097
32,969   34,305 -1,336
180,245   183,451 -3,206
53,231   54,180 -949
140,338   137,734 2,604
29,967   30,821 -854
39,197   40,005 -808
19,598   20,205 -607
19,598   20,305 -707
19,598   17,957 1,641
54,447   55,830 -1,383
44,548   44,780 -232
235,195   246,857 -11,662
70,120   75,005 -4,885
123,818   128,005 -4,187
50,495   52,067 -1,572
25,245   24,979 266
88,963   96,786 -7,823
93,645   95,861 -2,216
34,645   35,080 -435
48,995   49,404 -409
44,095   45,455 -1,360
146,995   152,630 -5,635
77,479   72,249 5,230
103,305   105,555 -2,250
142,977   135,630 7,347
55,345   50,755 4,590
47,836   47,557 279
71,754   76,087 -4,333
19,695   19,981 -286
73,870   76,301 -2,431
44,320   45,228 -908
22,000   25,000 -3,000
43,543   44,032 -489
214,683   211,054 3,629
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       8,585
b       223,294
c       -96
d       1,045
e       506
      -499
      -73
      -154
      -152
      94
      -1,634
      -156
      -834
      -394
      132
      -181
      3,404
      198
      -84
      -506
      -2,092
      -1,523
      46
      -751
      -1,436
      -423
      2,357
      3,091
      -207
      382
      83
      -506
      -456
      626
      5,289
      -3,842
      -307
      -543
      -563
      -283
      -254
      -1,751
      -91
      -132
      -1,477
      -651
      -485
      64,229
      1,596
      1,645
      -163
      580
      -718
      -190
      -1,241
      787
      -704
      -107
      127
      -308
      -22
      -558
      192
      -848
      696
      2,542
      131
      -221
      -2,800
      1,104
      370
      -245
      -53
      -471
      2,455
      1,664
      137
      -1,970
      2,511
      -206
      -181
      -267
      -38
      -1,283
      -7
      -2,714
      165
      11,465
      7,393
      1,410
      -7,147
      2,244
      -1,243
      19,640
      1,289
      -3,984
      -20
      -290
      -2,169
      -233
      -5,209
      -718
      -138
      -1,285
      -451
      711
      -1,291
      -17,291
      -6,801
      -4,163
      -12,858
      19,218
      30,749
      -4,255
      -11,179
      -7,291
      -765
      3,981
      -901
      -1,747
      -975
      -5,160
      -845
      620
      -2,505
      -5,228
      -3,097
      -1,336
      -3,206
      -949
      2,604
      -854
      -808
      -607
      -707
      1,641
      -1,383
      -232
      -11,662
      -4,885
      -4,187
      -1,572
      266
      -7,823
      -2,216
      -435
      -409
      -1,360
      -5,635
      5,230
      -2,250
      7,347
      4,590
      279
      -4,333
      -286
      -2,431
      -908
      -3,000
      -489
      3,629
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 2 243,316
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 543,101 10,820,046 0.050194
2012 496,157 10,537,527 0.047085
2011 502,738 10,119,079 0.049682
2010 450,350 9,751,570 0.046182
2009 61,650 2,394,629 0.025745
2 Total of line 1, column (d) ...................... 2 0.218888
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 0.043778
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 16,300,822
5 Multiply line 4 by line 3....................... 5 713,617
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,821
7 Add lines 5 and 6......................... 7 715,438
8 Enter qualifying distributions from Part XII, line 4.............. 8 882,750
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 1,821
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 1,821
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,821
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 5,120
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,120
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 4
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 3,295
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,295 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 addressbulletN/A
    14
    The books are in care ofbulletMICHAEL D SCHWARTZ CPA APC Telephone no.bullet (818) 316-1378
    Located atbullet21031 VENTURA BLVD SUITE 1110WOODLAND HILLSCA ZIP+4bullet91364
    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
     
     
    .........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
    ROBERTA LWEINTRAUB TRUSTEE
    15.00
    118,000 0 0
    1529 GILCREST DRIVE
    BEVERLY HILLS,CA90210
    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
    14,308,409
    b
    Average of monthly cash balances.......................
    1b
    2,240,649
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,549,058
    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
    16,549,058
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    248,236
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,300,822
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    815,041
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    815,041
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,821
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,821
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    813,220
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    813,220
    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
    813,220
    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
    882,750
    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
    882,750
    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
    1,821
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    880,929
    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 7 813,220
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 13,772
    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$ 882,750
    a Applied to 2013, but not more than line 2a 13,772
    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..... 813,220
    e Remaining amount distributed out of corpus 55,758
    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 55,758
    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 ......
    55,758
    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.... 55,758
    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
    ANTI-DEFAMATION LEAGUE
    10495 SANTA MONICA BOULEVARD
    LOS ANGELES,CA900255031
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 5,000
    AYUDA INC
    1700 N MORRE STREET SUITE 2000
    ARLINGTON,VA22209
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 1,000
    BOYS & GIRLS CLUBS OF LOS ANGELES HARBOR
    1200 S CABRILLO AVENUE
    SAN PEDRO,CA90731
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE PAMS & POPP PROGRAMS 36,000
    C-CAP (CAREERS THROUGH CULINARY ARTS PROGRAM
    20863 BETRON STREET
    WOODLAND HILLS,CA91364
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 2,000
    CALIFORNIA LITERARY & PROLOGUE SOCIETY
    2049 CENTURY PARK EAST SUITE 3600
    LOS ANGELES,CA90067
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 1,000
    DEVIL PUPS INC
    PO BOX 6607
    WESTLAKE VILLAGE,CA91359
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE CAMP PENDLETON MARINE BASE PROGRAMS & SERVICES 25,200
    FIRST PRESBYTERIAN CHURCH OF GARDENA
    1957 REDONDO BEACH BLVD
    GARDENA,CA90247
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 5,000
    FRACTURED ATLAS (FINISHING SCHOOL)
    248 WEST 35TH STREET 10TH FLOOR
    NEW YORK,NY10001
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 5,000
    GEFFEN PLAYHOUSE
    10886 LECONTE AVENUE
    LOS ANGELES,CA90024
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 1,500
    HIGH TECH HIGH SCHOOL LOS ANGELES
    17111 VICTORY BLVD
    LAKE BALBOA,CA91406
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 1,500
    LA'S BEST
    200 NORTH SPRING STREET SUITE M-120
    LOS ANGELES,CA90012
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 10,000
    LOS ANGELES COUNTY SHERIFF'S DEPARTMENT
    26123 NARBONNE AVENUE
    LOMITA,CA90717
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 1,500
    LOS ANGELES FIRE DEPARTMENT FOUNDATION
    1875 CENTURY PARK EAST SUITE 200
    LOS ANGELES,CA90067
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 2,000
    LOS ANGELES JEWISH HOME FOR THE AGING
    7150 TAMPA AVENUE
    RESEDA,CA91335
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 5,000
    LOS ANGELES PHILHARMONIC
    PO BOX 60427
    LOS ANGELES,CA900609851
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 4,000
    LOS ANGELES POLICE ACADEMY MAGNET SCHOOLS
    1529 GILCREST DRIVE
    BEVERLY HILLS,CA90210
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 235,000
    LOS ANGELES POLICE FOUNDATION
    515 SOUTH FLOWER STREET 1680
    LOS ANGELES,CA90071
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE BWV PROJECT 5,000
    LOS ANGELES POLICE MUSEUM
    6045 YORK BLVD
    LOS ANGELES,CA90042
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 5,000
    MARYMOUNT HIGH SCHOOL
    10643 SUNSET BLVD
    LOS ANGELES,CA90077
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 35,000
    MIRMAN SCHOOL
    16180 MULHOLLAND DRIVE
    LOS ANGELES,CA90049
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 15,000
    MOORPARK COLLEGE
    7075 CAMPUS ROAD
    MOORPARK,CA93021
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 5,000
    OCCIDENTAL COLLEGE
    1600 CAMPUS ROAD M-44
    LOS ANGELES,CA900413314
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 10,000
    PARDEE RAND GRADUATE SCHOOL
    1776 MAIN STREET
    SANTA MONICA,CA90407
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE CAREER SERVICES PROGRAM & INITIATIVES 40,000
    SHERIFF'S RELIEF FOUNDATION EXPLORER FUND
    4700 RAMONA BLVD ROOM 106
    MONTEREY PARK,CA91754
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 2,000
    STUDENTS RUN LA
    5252 CREBS AVENUE
    TARZANA,CA91356
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 3,500
    TEMPLE OF THE ARTS
    8440 WILSHIRE BLVD 7TH FLOOR
    BEVERLY HILLS,CA90211
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 5,000
    THE ARCHER SCHOOL OF GIRLS
    11725 SUNSET BLVD
    LOS ANGELES,CA90049
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE STEM PROGRAM 120,000
    THE COLBURN SCHOOL
    200 SOUTH GRAND AVE
    LOS ANGELES,CA90012
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 43,000
    THE FROSTIG CENTER
    971 N ALTADENA DRIVE
    PASADENA,CA91107
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 3,500
    THE SOUTHGATE POLICE EXPLORERS
    8620 CALIFORNIA AVENUE
    SOUTH GATE,CA902803073
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 2,000
    THE UCLA FOUNDATION
    10920 WILSHIRE BLVD SUITE 900
    LOS ANGELES,CA90024
    NONE OTHER PUBLIC CHARITY CHANCELLOR'S FLOOD RELIEF FUND 10,000
    THE UCLA FOUNDATION
    2043 MOORE HALL
    LOS ANGELES,CA90095
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE POPP PROGRAM 60,400
    THE UCLA FOUNDATION
    7256 BOELTER HALL
    LOS ANGELES,CA90095
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE HENRY SAMUELI SCHOOL 35,000
    UC REGENTS GRADUATE SCHOOL OF EDUCATION & INFORMATION STUDIES
    MOORE HALL BOX 951521
    LOS ANGELES,CA90095
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ELP PROGRAM 13,000
    USC HYBRID HIGH SCHOOL
    3470 TROUSDALE PARKWAY WAITE
    PHILLIPS HALL
    LOS ANGELES,CA900894035
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 15,000
    USC MARSHALL SCHOOL OF BUSINESS
    ATT 29TH FLOOR
    LOS ANGELES,CA90089
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE USC MARSHALL OFFICE OF EXTERNAL RELATIONS 5,000
    USC ROSSIER SCHOOL OF EDUCATION
    3470 TROUSDALE PARKWAY WAITE
    PHILLIPS HALL
    LOS ANGELES,CA90089
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 20,000
    WESTRIDGE SCHOOL
    324 MADELINE DRIVE
    PASADENA,CA91105
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 40,000
    YOUNG ISRAEL OF NORTHRIDGE
    17511 DEVONSHIRE STREET
    NORTHRIDGE,CA91325
    NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 10,000
    Total .................................bullet 3a 843,100
    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 ............
            1,244
    4 Dividends and interest from securities....         427,736
    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..... 512000 359      
    8
    Gain or (loss) from sales of assets other than inventory .............
            253,037
    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).. 359 0 682,017
    13Total. Add line 12, columns (b), (d), and (e)..................
    13682,376
    (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.)
    12E PROVIDES ADDITIONAL FUNDS TO MAKE CHARITABLE GRANTS
    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
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
    FOR ARTS AND EDUCATION
    Employer identification number

    31-6018432
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
    FOR ARTS AND EDUCATION
    Employer identification number

    31-6018432
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    BRUCE PADWAY TRUST
     

       
    1529 GILCREST DRIVE
     
    BEVERLY HILLS, CA90210

    $11,861


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
    FOR ARTS AND EDUCATION
    Employer identification number

    31-6018432
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
    FOR ARTS AND EDUCATION
    Employer identification number

    31-6018432
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
    FOR ARTS AND EDUCATION
    EIN: 31-6018432
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,500 9,375   0

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
    FOR ARTS AND EDUCATION
    EIN: 31-6018432
    Name of Bond End of Year Book Value End of Year Fair Market Value
    HESS CORP SENIOR UNSECURED NOTES 5/15/14 0 0
    WILLIS GROUP NORTH AMERICA 7/15/15 24,962 25,606
    GENERAL ELECTRIC CAP CORP SR UNSECURED NTS 2.8% 1/8/13 0 0
    BUNGE LTD FINANCE CO 4.1% 3/15/16 20,033 20,619
    ECOLAB INC 2.375% 12/8/14 0 0
    GILEAD SCIENCES INC SR UNSECURED 2.4% 12/1/14 0 0
    HCP INC SR NT 2.7% 2/1/14 0 0
    LLOYDS TSB BK PLC 4.875% 1/21/16 25,004 26,006
    NASDAQ STK MKT INC SENIOR NOTES 4% 1/15/15 0 0
    BANK OF AMERICA CORP 1.941% 7/11/14 0 0
    GE CAPITAL FINANCIAL INC CD 1.15% 2/18/14 0 0
    AMERICAN EXPRESS CENTURION BANK 7/6/15 0 0
    ARCELORMITTAL SA SR UNSECURED 2/25/15 0 0
    CLOROX CO 3.55% 11/1/15 25,566 25,568
    DUN & BRADSTREET CORP 3.25% 12/1/17 25,221 25,705
    ENBRIDGE INC 4.9% 3/1/15 25,238 25,162
    ENTERGY CORP 3.625% 9/15/15 25,356 25,356
    RAYMOND JAMES FINANCIAL INC 4.25% 4/15/16 25,316 25,920
    RYDER SYSTEMS INC 3.15% 3/2/15 20,054 20,076
    WACHOVIA CORP 5.25% 8/1/14 0 0
    WESTERN UNION CO 3.65% 8/22/18 127,937 129,684
    AIRGAS INC 4.5% 9/15/14 0 0
    ALCOA INC NT 5.72% 2/23/19 53,745 54,826
    AMERICAN EXPRESS CREDIT CORP 7/29/16 25,000 25,094
    AMERICAN EXPRESS CENTURION 1% 7/6/15 17,948 18,055
    ANIXTER INC 5.95% 3/1/15 10,109 10,025
    BALL CORP SENIOR NOTE 6.75% 9/15/20 10,797 10,400
    BEAR STEARNS & CO INC 5.7% 11/15/14 0 0
    CANADIAN NAT RES LTD 1.45% 11/4/14 0 0
    COMERICA INC SR NTO 3% 9/16/15 25,437 25,373
    EXPRESS SCRIPTS HLDGS CO 2.1% 2/12/15 25,058 25,031
    PSEG POWER LLC 2.75% 9/15/16 25,469 25,621
    WILLIAMS PARTNERS LP 3.8% 2/15/15 25,151 25,072
    HANESBRANDS INC SR NT 6.375% 12/15/20 65,323 63,600
    RANGE RESOURCES CORP 6.75% 8/1/20 74,374 72,800
    SLM CORP 4.875% 6/17/19 6,958 7,020
    MORGAN STANELY SR NT 1.487% 2/25/16 25,000 25,202
    GOLDMAN SACHS BK CD 1.4% 10/20/14 0 0
    GE CAPITAL CORP 5/9/16 103,074 102,918
    GENERAL ELECTRIC CAP CORP 1% 1/8/16 29,939 30,109
    GOLDMAN SACHS GROUP 2/7/16 66,854 66,694
    JP MORGAN CHASE & CO 3/1/16 128,919 128,300
    MORGAN STANELY 4/29/16 129,630 129,128
    EXPRESS SCRIPTS INC 5/15/16 103,055 102,794
    WELLS FARGO & CO 6/15/16 41,728 41,492
    BUNGE LTD FINANCE CO 3/15/16 41,461 41,238
    CITIGROUP INC SR NOTES 1/10/17 69,001 68,710
    STRYKER CORP 2% 9/30/16 122,736 122,021
    DEUTSCHE BANK AG 2/13/17 120,000 120,172
    NASDAQ STK MKT INC 1/16/18 107,831 108,844
    RAYMOND JAMES FINANCIAL INC 4/15/16 104,216 103,681
    BALL CORP SENIOR NOTE 5/15/21 106,096 104,750
    BB&T CORPORATION 4/29/16 130,527 129,403
    SLM CORP 5.5% 1/15/19 61,970 61,350
    PSEG POWER LLC 9/15/16 103,250 102,483
    CATERPILLAR FINANCIAL 8/1/16 142,982 142,687
    CNH CAPITAL LLC 11/1/15 60,981 60,300
    U.S. STEEL CORP 4/1/20 64,521 63,000
    ANTERO RESOURCES FIN 12/1/20 63,529 59,850
    REGENCY ENERGY PARTNERS 7/15/21 64,264 61,200
    ARCELORMITTAL SA 6/1/18 26,936 26,656
    TESORO CORP 10/1/17 80,615 79,503
    NRG ENERGY INC 5/15/21 65,380 64,650
    EQUININX INC 4/1/20 73,291 71,640
    RR DONNELLEY & SONS 1/15/17 64,521 63,600
    UNITED RENTALS NORTH AMERICA 7/15/18 63,566 62,550
    AMERICAN EXPRESS CREDIT CORP 9/19/16 129,035 128,676
    GILEAD SCIENCES INC 12/1/16 104,054 103,765
    WELLS FARGO & CO 6/15/16 88,717 88,171
    TUPPERWARE BRANDS 6/1/21 131,062 133,805
    CITIGROUP INC SR NOTES 1/10/17 63,744 63,425
    NASDAQ STK MKT INC 1/16/18 27,003 27,211
    ROYAL BANK OF CANADA 7/20/16 127,989 127,568
    INTERNATIONAL BUSINESS MACHINES 7/22/16 127,519 127,352
    TEVA PHARMACEUTICALS 11/10/16 128,125 127,778
    PEPSICO ICN 5/10/16 128,178 127,707
    BANK OF NEW YORK MELLON 7/28/16 128,075 127,733
    DANAHER CORP 6/23/16 102,454 102,257
    DUKE ENERGY CORP 4/3/17 50,000 50,067
    DOLPHIN SUBSIDIARY II 10/15/21 53,426 51,000
    LENNAR CORP SR 4.75% 12/15/17 63,058 61,500
    TOLL BROS FINANCE CORP 2/15/22 64,397 64,050
    LIMITED BRANDS SR NT 2/15/22 31,614 32,250
    BOARDWALK PIPELINES LP 12/15/24 19,764 19,884

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
    FOR ARTS AND EDUCATION
    EIN: 31-6018432
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ORACLE CORP 0 0
    SCHLUMBERGER LTD 177,890 200,714
    EOG RESOURCES INC 196,304 262,400
    ROPER INDUSTRIES INC 195,384 265,795
    DANAHER CORP 258,837 340,697
    FISERV INC 175,303 283,880
    INTERNATIONAL BUSINESS MACHINES 0 0
    OCCIDENTAL PETROLEUM CORP 0 0
    FMC TECHNOLOGIES INC 257,348 257,620
    NESTLE SA 194,038 217,026
    PRAXAIR INC 0 0
    EXPRESS SCRIPTS INC 0 0
    LENNAR CORP 25,895 78,418
    TYCO INTERNATIONAL LTD 269,439 322,371
    AMERICAN EXPRESS COMPANY 253,173 307,032
    APPLE INC 296,660 509,183
    CHURCH & DWIGHT CO INC 187,952 264,014
    FRONTIER COMMUNICATIONS CORP 0 0
    CABOT OIL & GAS CORP 263,777 250,945
    PRECISION CASTPARTS CORP 353,048 361,320
    SIRONA DENTAL SYSTEMS INC 176,722 244,636
    LUXOTTICA GROUP SPA 0 0
    WALT DISNEY CO 123,512 207,218
    NOVARTIS AG 0 0
    PFIZER INC 0 0
    BRISTOL MYERS SQUIBB CO 270,629 343,850
    DUNKIN BRANDS GROUP INC 0 0
    DOVER CORP 283,893 276,122
    ESTEE LAUDER COMPANIES INC 273,194 325,755
    L BRANDS INC 0 0
    TOLL BROTHERS INC 160,344 157,642
    ANHEUSER-BUSCH INBEV SA 0 0
    ANTERO RESOURCES CORPORATION 271,162 192,755
    COCA COLA ENTERPRISES INC 0 0
    CONOCOPHILLIPS 0 0
    CR BARD INC 0 0
    CRH, PLC 0 0
    EMC CORP 0 0
    GENERAC HOLDINGS INC 0 0
    INTUIT INC 283,575 368,760
    JP MORGAN CHASE & CO 268,548 306,642
    M & T BANK CORP 231,012 263,802
    PITNEY BOWES INC 250,239 254,667
    RANGE RESOURCES CORP 157,343 109,573
    ROYAL BANK OF CANADA 0 0
    SANDISK CORP 246,425 362,526
    VIVENDI SA 0 0
    ASML HOLDING NV 218,145 269,575
    CDW CORPORATION 167,262 175,850
    COOPER COMAPNIES INC 165,089 218,822
    CME GROUP INC 261,555 314,708
    COSTCO WHOLESALE CORP 286,201 357,919
    COMCAST CORPORATION 222,273 236,017
    IPG PHOTONICS CORP 227,392 247,236
    JOHNSON & JOHNSON 298,476 345,081
    MOODYS CORP 251,961 320,964
    OMNICOM GROUP INC 165,635 185,928
    RPM INTERNATIONAL INC 288,546 327,080
    TIFFANY & CO 35,834 42,744
    WHITEWAVE FOOD COMPANY 176,206 271,173

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
    FOR ARTS AND EDUCATION
    EIN: 31-6018432
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2014 LegalFeesSchedule
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
    FOR ARTS AND EDUCATION
    EIN: 31-6018432
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 50,000 0   0


    TY 2014 OtherExpensesSchedule
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
    FOR ARTS AND EDUCATION
    EIN: 31-6018432
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 65 65   0
    SERVICE FEES 50 0   0
    POSTAGE & DELIVERY 51 0   0


    TY 2014 OtherIncomeSchedule2
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
    FOR ARTS AND EDUCATION
    EIN: 31-6018432
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AMERICAN SOCIETY OF COMPOSERS. AUTHORS AND PUBLISHERS 359 359 359


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
    FOR ARTS AND EDUCATION
    EIN: 31-6018432
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 126,363 126,363   0
    ADMINISTRATIVE & BOOKKEEPING 20,300 10,150   10,150


    TY 2014 TaxesSchedule
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
    FOR ARTS AND EDUCATION
    EIN: 31-6018432
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN WITHHOLDING 2,729 2,729   0
    FILING FEES 160 0   0
    EXCISE 6,176 6,176   0