Form990-PF
Click to see attachment

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 SIKAND FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)15230 BURBANK BOULEVARD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VAN NUYS, CA91411
A Employer identification number

95-4109267
B Telephone number (see instructions)

(818) 787-8550
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$18,141,169
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)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 308,253 308,253 308,253
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -154,072
b Gross sales price for all assets on line 6a 10,397,961
7 Capital gain net income (from Part IV, line 2)...  
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)....... 868 868 868
12 Total. Add lines 1 through 11........ 155,049 309,121 309,121
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 17,228 17,228 17,228  
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 17,968      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 81,048 80,662 80,662  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 116,244 97,890 97,890 0
25 Contributions, gifts, grants paid........ 1,264,620 1,264,620
26 Total expenses and disbursements. Add lines 24 and 25 1,380,864 97,890 97,890 1,264,620
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,225,815
b Net investment income (if negative, enter -0-) 211,231
c Adjusted net income (if negative, enter -0-)... 211,231
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............... -255,783 94,934 94,934
2 Savings and temporary cash investments..........      
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...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 18,793,059 Click to see attachment17,214,788 18,046,235
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) 18,537,276 17,309,722 18,141,169
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
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......... 18,537,276 17,309,722
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 18,537,276 17,309,722
31 Total liabilities and net assets/fund balances (see instructions).. 18,537,276 17,309,722
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 18,537,276
2 Enter amount from Part I, line 27a..................... 2 -1,225,815
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,762
4 Add lines 1, 2, and 3.......................... 4 17,313,223
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 3,501
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 17,309,722
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 Capital Gain Dividends      
b        
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a        
b       216,707
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a        
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -154,072
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 -451,952
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 303,215 12,012,935 0.02524
2012 318,321 5,866,211 0.05426
2011 234,816 5,423,725 0.04329
2010 166,097 5,404,600 0.03073
2009 136,675 4,668,703 0.02928
2 Total of line 1, column (d) ...................... 2 0.18281
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 0.03656
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 18,377,246
5 Multiply line 4 by line 3....................... 5 671,890
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,112
7 Add lines 5 and 6......................... 7 674,002
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,264,620
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 2,112
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  
3 Add lines 1 and 2........................... 3 2,112
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,112
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 11,360
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 11,360
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 2
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 9,246
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,120 RefundedBullet 11 7,126
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
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 ofbulletANNETTE C SIKAND Telephone no.bullet (818) 787-8550
    Located atbullet15230 BURBANK BOULEVARDVAN NUYSCA ZIP+4bullet91411
    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
     
    No
    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
     
    No
    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
     
    No
    .........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
     
    No
    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
    MARK R SIKAND CFO
    5.00
    0    
    15230 BURBANK BLVD STE 100
    VAN NUYS,CA91411
    ANNETTE C SIKAND President
    5.00
    0    
    15230 BURBANK BOULEVARD
    VAN NUYS,CA91411
    RENEE C SIKAND Secretary
    5.00
    0    
    15230 BURBANK BOULEVARD
    VAN NUYS,CA91411
    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  
    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.............bullet  
    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.........................bullet  
    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
    18,611,228
    b
    Average of monthly cash balances.......................
    1b
    45,875
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,657,103
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    18,657,103
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    279,857
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,377,246
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    918,862
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    918,862
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,112
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,112
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    916,750
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    916,750
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    916,750
    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
    1,264,620
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,264,620
    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
    2,112
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,262,508
    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 7 916,750
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 281,949
    b Total for prior years:20, 20, 20  
    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.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,264,620
    a Applied to 2013, but not more than line 2a 281,949
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 916,750
    e Remaining amount distributed out of corpus 65,921
    5 Excess distributions carryover applied to 2014.    
    (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 65,921
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    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) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    65,921
    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.... 65,921
    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
    ALCOTT MENTAL HEALTH SERVICES
    1433 SOUTH ROBERTSON BLVD
    LOS ANGELES,CA90035
    NONE PC PROVIDE SERVICES TO MENTAL HEALTH PATIENTS 2,000
    ALZHEIMERS ASSOCIATION
    4221 WILSHIRE BLVD STE 400
    LOS ANGELES,CA90010
    NONE PC FUND TREATMENT, PREVENTION, AND CURE FOR ALZHEIMER'S 1,000
    AMERICAN CANCER SOCIETY
    PO BOX 22478
    OKLAHOMA CITY,OK73123
    NONE PC FUND GROUNDBREAKING RESEARCH AND VITAL PATIENT SERVICES 1,000
    AMERICAN KIDNEY FUND
    PO BOX 1837
    MERRIFIELD,VA22116
    NONE PC PROVIDE FINANCIAL AND HELP EASE EMOTIONAL BURDENS OF KIDNEY PATIENTS 1,000
    AMERICAN RED CROSS
    11355 OHIO AVENUE
    LOS ANGELES,CA90025
    NONE PC PREPARE LA 2.0 CAMPAIGN, PROVIDE DISASTER READINESS AND AWARENESS TO COMMUNITIES 15,000
    AMERICAN SOCIETY OF CIVIL ENGINEERS
    1801 ALEXANDER BELL DRIVE
    RESTON,VA20191
    NONE SO II CIVIL ENGINEERS' ROLE IN SUSTAINABILITY AND ADVOCACY FOR INFRASTRUCTURE INVESTMENT 1,000
    AMERICAN STROKE FOUNDATION
    5916 DEARBORN STREET
    MISSION,KS66202
    NONE PC PROVIDE MEDICAL PROGRAMS FOR STROKE SURVIVORS 500
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902
    NONE PC PROVIDE MEDICINES AND RELIEF SERVICES 1,000
    ARTHRITIS FOUNDATION
    800 W SIXTH STREET SUITE 1250
    LOS ANGELES,CA90017
    NONE PC FUND VITAL RESEARCH FOR CURE AND PROVIDE INFORMATION TO EASE PAIN OF PATIENTS 500
    BLESSED SACRAMENT CHURCH
    6657 SUNSET BLVD
    HOLLYWOOD,CA90028
    NONE PC SCHOLARSHIP FOR SCHOOL FAMILIES 200
    BOYS & GIRLS CLUB OF SANTA CLARITA
    PO BOX 221507
    SANTA CLARITA,CA91322
    NONE PC GUIDANCE AND ENCOURAGEMENT PROGRAMS TO YOUTH-AT-RISK 1,000
    BRAILLE INSTITUTE
    741 NORTH VERMONT AVENUE
    LOS ANGELES,CA90029
    NONE PC PROVIDE SERVICES FOR THE BLIND AND VISUALLY IMPAIRED 1,000
    BIG BROTHERS FOUNDATION
    1200 GALVESTON AVENUE
    PITTSBURGH,PA15233
    NONE PC AFRICA MEDICAL INITIATIVE 1,000
    BOYS & GIRLS CLUB OF CANYON COUNTRY
    19425 STILLMORE STREET
    CANYON COUNTRY,CA91351
    NONE PC GUIDANCE AND ENCOURAGEMENT PROGRAMS TO YOUTH-AT-RISK 2,000
    CALABASAS ROTARY FOUNDATION
    PO BOX 8232
    CALABASAS,CA91372
    NONE PC PROVIDE VITAL ASSISTANCE AND SUPPORT TO PEOPLE AND ANIMALS IN THE COMMUNITY 500
    CALIFORNIA COMMUNITY FOUNDATION
    221 SOUTH FIGUEROA STREET SUITE 400
    LOS ANGELES,CA90012
    NONE PC CHAMPION ISSUES THAT IMPACT STRUGGLING RESIDENTS 1,000
    CALIFORNIA STATE UNIVERSITY LOS ANGELES
    5151 STATE UNIVERSITY DRIVE
    LOS ANGELES,CA90032
    NONE PC SIKAND RESEARCH ENDOWMENTECST DEAN'S FUND FOR STUDENT ACCESS 1,010,000
    CANADIAN CANCER SOCIETY
    565 WEST 10TH AVENUE
    VANCOUVER,BRITISH COLUMBIAV5Z 4J4
    CA
    NONE PC SEND KIDS WITH CANCER TO "CAMP GOODTIMES" 2,000
    CANINE COMPANIONS FOR INDEPENDENCE
    PO BOX 446
    SANTA ROSA,CA95402
    NONE PC OFFER HIGHLY TRAINED ASSISTANCE DOGS TO PEOPLE WITH DISABILITIES 1,000
    CARE USA
    465 CALIFORNIA STREET SUITE 475
    SAN FRANCISCO,CA94104
    NONE PC NEPAL EARTHQUAKE RESPONSEHELP REFUGEES IN SYRIA 8,000
    CARTER CENTER
    453 FREEDOM PARKWAY
    ATLANTA,GA30307
    NONE PC GLOBAL HEALTH AND PEACE PROGRAMS 5,000
    CATHOLIC BIG BROTHERS & SISTERS
    1530 JAMES M WOOD BLVD
    LOS ANGELES,CA90015
    NONE PC RECRUIT VOLUNTEERS TO REACH MORE CHILDREN OF ALL BELIEFS AND BACKGROUNDS 3,000
    CATHOLIC CHARITIES
    PO BOX 17066
    BALTIMORE,MD21297
    NONE PC IMPROVE LIVES OF AMERICANS LIVING IN POVERTY 1,000
    CATHOLIC RELIEF SERVICES
    PO BOX 17090
    BALTIMORE,MD21297
    NONE PC NEPAL DISASTER RELIEF 2,000
    CHAMINADE COLLEGE PREPARATORY
    10210 OAKDALE AVENUE
    CHATSWORTH,CA91311
    NONE PC PROVIDE QUALITY CATHOLIC MARIANIST EDUCATION, CAMPUS MINISTRY, AND RETREAT PROGRAMS 10,000
    CHILDRENS HOSPITAL OF LOS ANGELES
    4650 SUNSET BLVD
    LOS ANGELES,CA90027
    NONE PC LEUKEMIA RESEARCH AND PROVIDE CRITICAL AND LIFESAVING CARE THE PATIENTS NEEDINTEGRATE THERAPY DOGS WITH PATIENTS 6,000
    COLLEGE OF THE CANYONS
    26455 ROCKWELL CANYON ROAD
    SANTA CLARITA,CA91355
    NONE PC ASSIST FOR FEES, BOOKS, SUPPLIES, HOUSING AND TRANSPORTATION TO COMMUNITY COLLEGE STUDENTS 1,000
    CONSERVATION INTERNATIONAL
    2011 CRYSTAL DRIVE SUITE 500
    ARLINGTON,VA22202
    NONE PC PROTECT ECOSYSTEMS AROUND THE WORLD 1,000
    DESERT RIDERS ASSOCIATION INC
    31855 DATE PALM DRIVE SUITE 3-208
    CATHEDRAL CITY,CA92234
    NONE PC RAISE AWARENESS OF MOTORCYCLING AND RAISE FUNDS TO HONOR THE VETERANS 1,000
    DIRECT RELIEF INTERNATIONAL
    27 SOUTH LA PATERA LANE
    SANTA BARBARA,CA93117
    NONE PC IMPROVE THE HEALTH AND LIVES OF PEOPLE AFFECTED BY POVERTY OR EMERGENCIES 1,000
    DISABLED AMERICAN VETERANS
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076
    NONE PC FIGHT THE BATTLES OF DESERVING VETERANS WHO CAN'T FIGHT FOR THEMSELVES 1,000
    DOWNTOWN WOMENS CENTER
    442 S SAN PEDRO STREET
    LOS ANGELES,CA90013
    NONE PC END HOMELESSNESS FOR WOMEN 1,000
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010
    NONE PC SOLVE THE MOST CRITICAL ENVIRONMENTAL PROBLEMS FACING THE PLANET 1,000
    FEED THE CHILDREN
    PO BOX 36
    OKLAHOMA CITY,OK73101
    NONE PC FEED MILITARY FAMILIES 1,000
    HOGAR DE LOS NINOS ORPHANAGE
    PO BOX 141449
    SPOKANE,WA99214
    NONE POF PROVIDE THERAPY FOR ORPHANED KIDS 2,000
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC20077
    NONE PC THANKSGIVING FOOD CAMPAIGN 1,000
    FIX NATION
    7680 CLYBOURN AVENUE
    LOS ANGELES,CA91352
    NONE PC PROVID FREE, FULL-TIME SPAY/NEUTER CLINICS FOR CATS 1,000
    FRIENDS OF GRIFFITH PARK
    PO BOX 27573
    LOS ANGELES,CA90027
    NONE PC PRESERVE GRIFFITH PARK AND PROVIDE ADVOCACY, SUPPORT, EDUCATION AND SERVICE TO THE COMMUNITY 2,500
    THE GOOD SHEPHERD SHELTER
    PO BOX 19487
    LOS ANGELES,CA90019
    NONE PC END GENERATIONAL CYCLE OF DOMESTIC VIOLENCE 500
    THE GUADALUPE COMMUNITY CENTER
    21600 HART STREET
    CANOGA PARK,CA91303
    NONE PC ASSIST LOW-INCOME FAMILIES IN CANOGA PARK AND PROVIDE RECREATIONAL TUTORING SERVICES 500
    GONZAGA UNIVERSITY
    502 E BOONE STREET
    SPOKANE,WA99258
    NONE PC PROVIDE SCHOLARSHIP PROGRAM 1,000
    GOODWILL INDUSTRIES
    342 SAN FERNANDO ROAD
    LOS ANGELES,CA90031
    NONE PC VETERAN EMPLOYMENT PROGRAM 10,000
    GUIDE DOGS OF AMERICA
    13445 GLENOAKS BLVD
    SYLMAR,CA91342
    NONE PC PROVIDE GUIDE DOGS TO BLIND AND VISUALLY IMPAIRED 1,000
    HENRY MAYO NEWHALL MEMORIAL HEALTH FD
    23845 MC BEAN PARKWAY
    VALENCIA,CA91355
    NONE PC PROVIDE MEDICAL PROGRAMS FOR THE EARLY DETECTION OF BREAST CANCER 1,000
    HEART OF LOS ANGELES
    2701 WILSHIRE BLVD SUITE 100
    LOS ANGELES,CA90057
    NONE PC PROVIDE UNDERSERVED YOUTH WITH ACADEMIC, ARTS, & ATHLETIC PROGRAMS 1,000
    HOLY CROSS MISSION CENTER
    PO BOX 543
    NOTRE DAME,IN46556
    NONE PC PROVIDE MATERNITY CLINIC TO DANDORA 2,000
    HOMEBOY INDUSTRIES
    130 WEST BRUNO STREET
    LOS ANGELES,CA90012
    NONE PC PROVIDE GANG REHABILITATION AND REENTRY PROGRAMS 3,000
    HOMES FOR OUR TROOPS
    6 MAIN STREET
    TAUNTON,MA02780
    NONE PC BUILD SPECIALLY ADAPTED, MORTGAGE-FREE HOMES TO OUR VETERANS TO ASSIST THEM IN REBUILDING THEIR LIVES 3,000
    HOUSE RESEARCH INSTITUTE
    2100 WEST 3RD STREET SUITE 500
    LOS ANGELES,CA90057
    NONE PC NEGATIVE AMOUNT REFLECTS PRIOR YEAR GRANT WHICH WAS NOT RECEIVED BY DONEE -1,000
    THE HUMANE SOCIETY OF THE UNITED STATES
    2100 L STREET NW
    WASHINGTON,DC20037
    NONE PC PROVIDE PROGRAMS TO END ALL FORMS OF ANIMAL CRUELTY 1,000
    INDIA DEVELOPMENT AND RELIEF FUND
    5821 MOSSROCK DRIVE
    NORTH BETHESDA,MD20852
    NONE PC PROVIDE RELIEF AND DEVELOPMENT ASSISTANCE TO IMPOVERISHED PEOPLE IN INDIA AND NEPAL 1,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168
    NONE PC RESPOND TO WORST HUMANITARIAN CRISES AND PROVIDE ASSISTANCE TO SYRIAN REFUGEES 2,000
    JESUIT SEMINARY ASSOCIATION
    PO BOX 68
    LOS GATOS,CA95031
    NONE PC PROVIDE CLOTHING TO DEPORTEES AT THE KINO BORDER INITIATIVE 1,000
    JUVENILE DIABETES RESEARCH FUND
    26 BROADWAY 14TH FLOOR
    NEW YORK,NY10004
    NONE PC PROVIDE TREATMENTS TO HELP FIND A CURE FOR T1D 1,000
    LOS ANGELES COUNTY ANIMAL CARE FD
    PO BOX 100515
    PASADENA,CA91189
    NONE SO III FI PROVIDE HOME FOR PETS IN NEED 5,000
    LOS ANGELES COUNTY MUSEUM OF ART
    5905 WILSHIRE BLVD
    LOS ANGELES,CA90036
    NONE PC IN-DEPTH ARTS CURRICULUM IN SCHOOLS AND FREE YOUTH MEMBERSHIP PROGRAMS 2,500
    LOS ANGELES LGBT CENTER
    PO BOX 51896
    LOS ANGELES,CA90051
    NONE PC RAPID QUEST RAFTING TRIP 250
    LOS ANGELES MISSION
    303 EAST 5TH STREET
    LOS ANGELES,CA90060
    NONE PC PROVIDE HOPE AND HEALING TO PEOPLE LIVING ON SKID ROW 3,000
    LOS ANGELES PHILHARMONIC
    135 NORTH GRAND AVENUE
    LOS ANGELES,CA90012
    NONE PC PROVIDE ARTISTIC PROGRAMS AND EDUCATIONAL EFFORTS TO YOUNG PEOPLE IN THE COMMUNITY 1,000
    LOS ANGELES PARKS FOUNDATION
    11973 SAN VICENTE BLVD 219
    LOS ANGELES,CA90049
    NONE PC PRESERVE AND PROMOTE ALL CITY PARKS AND PROVIDE RECREATIONAL PROGRAMS FOR THE PEOPLE OF LOS ANGELES 10,000
    LOS ANGELES REGIONAL FOOD BANK
    1734 EAST 4TH STREET
    LOS ANGELES,CA90058
    NONE PC PROVIDE FOOD ASSISTANCE TO INDIVIDUALS AND FAMILIES IN NEED THROUGHOUT LOS ANGELES COUNTY 3,000
    LOYOLA HIGH SCHOOL
    1901 VENICE BLVD
    LOS ANGELES,CA90099
    NONE PC PROVIDE SUPRIOR JESUIT EDUCATION AND KEEP TUITION LOW 2,000
    LOYOLA LAW SCHOOL
    919 ALBANY STREET
    LOS ANGELES,CA90015
    NONE PC PROVIDE OPPORTUNITIES FOR LEGAL EDUCATION TO THE POOR, UNDERPRIVILEGED, WOMEN AND MINORITIES 1,000
    MAKE A WISH GIFT PROCESSING CENTER
    PO BOX 97104
    WASHINGTON,DC20090
    NONE PC MAKE WISHES COME TRUE FOR CHILDREN FACING LIFE THREATENING MEDICAL CONDITIONS 2,000
    MEALS ON WHEELS - WEST
    1823-A MICHIGAN AVENUE
    SANTA MONICA,CA90404
    NONE PC PROVIDE HOME-DELIVERED MEALS AND A FRIENDLY VISIT TO THE ELDERS WHO ARE HOMEBOUND AND ALONE 1,000
    MED SHARE INTERNATIONAL
    3240 CLIFTON SPRINGS ROAD
    DECATUR,GA30034
    NONE PC COLLECT SURPLUS MEDICAL SUPPLIES AND EQUIPMENT AND REDISTRIBUTE TO QUALIFIED HEALTHCARE FACILITIES IN DEVELOPING COUNTRIES 1,000
    MY FRIENDS PLACE
    PO BOX 3867
    HOLLYWOOD,CA90078
    NONE PC PROVIDE A SAFE HAVEN FOR THE HOMELESS YOUTH IN LOS ANGELES 1,000
    MORRIS ANIMAL FOUNDATION
    720 SOUTH COLORADO BLVD SUITE 174A
    DENVER,CO80246
    NONE PC INVEST IN SCIENCE TO ADVANCE ANIMAL HEALTH ESPECIALL FOR COMPANION ANIMALS, HORSES, WILDLIFE 1,000
    MUSIC CENTER FOUNDERS
    135 N GRAND AVENUE
    LOS ANGELES,CA90012
    NONE PC PROVIDE INSPIRATIONAL ARTS EDUCATION PROGRAMS TO CHILDREN, TEACHERS AND FAMILIES 1,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    PO BOX 4527
    NEW YORK,NY10163
    NONE PC FUND CUTTING-EDGE RESEARCH AND PROVIDE PROGRAMS AND SERVICES TO HELP PEOPLE WITH MS 1,000
    NATIONAL ALLIANCE ON MENTAL ILLNESS
    PO BOX 62596
    BALTIMORE,MD21264
    NONE PC PROVIDE SUPPORT AND EDUCATION TO INDIVIDUALS LIVING WITH MENTAL ILLNESS 1,000
    NATIONAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011
    NONE PC PLAY FRONTLINE ROLE TO FIGHT DANGEROUS ATTACKS ON THE ENVORNMENT 1,000
    NORTH VALLEY FAMILY YMCA
    11336 CORBIN AVENUE
    PORTER RANCH,CA91326
    NONE PC TEACH YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY 3,500
    OCCIDENTAL COLLEGE
    1600 CAMPUS ROAD M-34
    LOS ANGELES,CA90041
    NONE PC PROVIDE FINANCIAL AID AND STUDENT SCHOLARSHIPS 1,000
    OCEAN PARK COMMUNITY CENTER
    1453 16TH STREET
    SANTA MONICA,CA90404
    NONE PC PROVIDE FOOD FOR HOMELESSPROVIDE PROGRAMS AND SERVICES FOR THE HOMELESS, VICTIMS OF DOMESTIC VIOLENCE, INDIGENT VETERANS, YOUTH, DISABLED AND MENTALLY ILL INDIVIDUALS 10,500
    PBS SOUTHERN CALIFORNIA
    PO BOX 25113
    SANTA ANA,CA92799
    NONE PC EDUCATE, ENTERTAIN, AND ENLIGHTEN VIEWERS 2,000
    PET PARTNERS
    875 124TH AVENUE NE 101
    BELLEVUE,WA98005
    NONE PC IMPROVE PEOPLE'S HEALTH THROUGH POSITIVE INTERACTIONS WITH THERAPY ANIMALS 500
    PROJECT PRAKASH
    955 MASSACHUSETTS AVENUE 351
    CAMBRIDGE,MA02139
    NONE PC PROVIDE SURGERIES TO BLIND CHILDREN IN INDIA 5,000
    PROVIDENCE SAINT JOSEPH FOUNDATION
    501 S BUENA VISTA STREET
    BURBANK,CA91505
    NONE PC DFCC/INTERGRATIVE/THRIVORSHIP - SUPPORT SERVICES FOR CANCER SURVIVORS 5,000
    RAND
    1776 MAIN STREET
    SANTA MONICA,CA90407
    NONE PC PRODUCE RESEARCH AND ALAYSIS TO FURTHER PUBLIC WELFARE AND SECURITY OF THE COUNTRY 500
    RESURGE INTERNATIONAL
    145 N WOLFE ROAD
    SUNNYVALE,CA94086
    NONE PC SURGICAL OUTREACH PROGRAM IN INDIA 4,000
    SADHU VASWANI CENTER
    494 DURIE AVENUE
    CLOSTER,NJ07624
    NONE PC KK EYE INSTITUTE OF INDIA, SIGHT FOR THE SIGHTLESS INITIATIVE 1,500
    SALVATION ARMY
    PO BOX 93002
    LONG BEACH,CA90809
    NONE PC PROVIDE SOCIAL SERVICES TO FIGHT HUNGER AND POVERTY TO PEOPLE IN NEED 5,000
    SAN FERNANDO VALLEY RESCUE MISSION
    PO BOX 8073
    VAN NUYS,CA91409
    NONE PC PROVIDE REFUGE, RECOVERY, AND RESTORATION FOR THE POOR AND HOMELESS 2,000
    SANTA CLARA UNIVERSITY
    500 EL CAMINO REAL
    SANTA CLARA,CA95053
    NONE PC PROVIDE FINANCIAL AID AND SCHOLARSHIP PROGRAMS 2,000
    SANTA CLARITA VALLEY SENIOR CENTER FD
    PO BOX 220354
    NEWHALL,CA91322
    NONE PC PROVIDE FULL RANGE OF SERVICES FOR THE ELDERLY AND FUNCTIONALLY IMPAIRED 1,000
    SEMPER FI FUND
    825 COLLEGE BLVD SUITE 102
    OCEANSIDE,CA92057
    NONE PC PROVIDE FINANCIAL ASSISTANCE AND LIFETIME SUPPORT TO 9/11 WOUNDED, CRITICALLY ILL AND INJURED MEMBERS OF THE MILITARY 2,000
    SMITHSONIAN INSTITUTION
    PO BOX 9016
    PITTSFIELD,MA01202
    NONE PC PRESERVE OUR HERITAGE, DISCOVER NEW KNOWLEDGE AND SHARE RESOURCES WITH THE WORLD 500
    SMILE TRAIN
    PO BOX 96246
    WASHINGTON,DC20090
    NONE PC PROVIDE FREE CLEFT LIP AND PALATE REPAIR SURGERY TO CHILDREN 1,000
    SOCIETY FOR WELFARE OF THE HANDICAPPED
    LOWER MALL AMAR ASHRAM
    PATIALA,PUNJAB147001
    IN
    NONE NC PATIALA SCHOOL FOR DEAF AND BLIND 5,000
    SOS CHILDRENS VILLAGES
    1620 I STREET NW SUITE 900
    WASHINGTON,DC20006
    NONE PC 2015 SPONSORSHIP PROGRAM IN INDIA TO BUILD FAMILIES FOR ORPHANED, ABANDONED, AND OTHER VULNERABLE CHILDREN 5,720
    SPCA LOS ANGELES
    5026 WEST JEFFERSON BLVD
    LOS ANGELES,CA90016
    NONE PC HELP HOMELESS, ABUSED AND ABANDONED ANIMALS 1,000
    SAINT BERNARDINE OF SIENA
    6061 VALLEY CIRCLE BLVD
    WOODLAND HILLS,CA91367
    NONE PC PROVIDE FINANCIAL AID AND SCHOLARSHIP PROGRAMS 3,000
    ST MONICAS CATHOLIC CHURCH
    725 CALIFORNIA AVENUE
    SANTA MONICA,CA90403
    NONE PC THANKSGIVING DINNER FOR THE HOMELESSADOPT A FAMILYFUNDS FOR THE NEEDY 6,950
    ST VINCENT DE PAUL SOCIETY
    209 E LOMITA AVENUE
    GLENDALE,CA91205
    NONE PC ADOPT A FAMILY PROGRAM 500
    ST VINCENTS MEALS ON WHEELS
    2303 MIRAMAR STREET
    LOS ANGELES,CA90057
    NONE PC PROPARE AND DELIVER NUTRITIOUS MEALS TO THE HOMEBOUND SENIORS AND VULNERABLE FAMILIES 3,000
    ST JOSEPHS CENTER
    204 HAMPTON DRIVE
    VENICE,CA90291
    NONE PC END HOMELESSNESS PROGRAMS 3,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    NONE PC ADVANCE CURES AND MEANS OF PREVENTION FOR PEDIATRIC CATATROPHIC DISEASES THROUGH RESEARCH AND TREATMENT 3,000
    UNITED WAY
    1150 S OLIVE STREET SUITE T500
    LOS ANGELES,CA90015
    NONE PC END POVERTY AND HOMELESSNESS PROGRAMS 15,000
    UCLA DEPARTMENT OF NEUROSURGERY
    PO BOX 957436
    LOS ANGELES,CA90095
    NONE PC SUPPORT BRAIN TUMOR RESEARCH OF LINDA LIAU 5,000
    USC VITERBI SCHOOL OF ENGINEERING
    1150 SOUTH OLIVE STREET SUITE 1510
    LOS ANGELES,CA90015
    NONE PC FUND STUDENT SCHOLARSHIPS, CURRICULUM INNOVATIONS FOR ACADEMIC PURPOSES 2,000
    VOLUNTEERS OF AMERICA
    3600 WILSHIRE BLVD ROOM 1500
    LOS ANGELES,CA90010
    NONE PC SERVE PEOPLE IN NEED, STRENGTHEN FAMILIES AND BUILD COMMUNITIES 1,000
    WESTERN FOOD BANK
    1710 22ND STREET
    SANTA MONICA,CA90404
    NONE PC PROVIDE FOOD ASSISTANCE 1,000
    WORLD WILDLIFE FOUNDATION
    PO BOX 98127
    WASHINGTON,DC20090
    NONE PC COSERVE WILDLIFE AND ENDANGERED SPECIES 1,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758540
    TOPEKA,KS66675
    NONE PC RECOVERY AND REHABILITATION PROGRAMS TO WOUNDED WAR HEROES 1,000
    WORLD VISION
    PO BOX 70220
    TACOMA,WA98481
    NONE PC PROVIDE EMERGENCY ASSISTANCE TO CHILDREN AND FAMILIES AFFECTED BY DISASTERS AND CONFLICT 2,000
    YOSEMITE CONSERVANCY
    101 MONTGOMERY STREET SUITE 1700
    SAN FRANCISCO,CA94104
    NONE PC RESTORE RAIL OR HABITAT, WILDLIFE SCIENCE AND CONSERVATION 500
    Total .................................bullet 3a 1,264,620
    bApproved for future payment
    Total .................................bullet 3b  
    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 ............
             
    4 Dividends and interest from securities....         308,253
    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.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
            -154,072
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPARTNERSHIP INCOME K-1         868
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     155,049
    13Total. Add line 12, columns (b), (d), and (e)..................
    13155,049
    (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.)
    4 DIVIDENDS AND INTEREST - BY HAVING A PERMANENT SOURCE OF INCOME THAT IS PROJECTED TO YIELD SECURE PREDICTABLE INCOME FOR CONTRIBUTIONS IN FUTURE YEARS.
    8 CAPITAL GAINS - SAME AS ABOVE
    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: 14000265
    Software Version: 2014v6.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE SIKAND FOUNDATION INC
    EIN: 95-4109267
    Software ID:14000265
    Software Version:2014v6.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & TAX PREPARATION 7,228 7,228 7,228 0
    AUDITED FINANCIAL STATEMENTS 10,000 10,000 10,000 0

    TY 2014 GeneralExplanationAttachment
    Name:
    THE SIKAND FOUNDATION INC
    EIN: 95-4109267
    Software ID:14000265
    Software Version:2014v6.0
    Identifier Return Reference Explanation
      General Explanation Supplemental Information for Form 990-PF FORM 990-PF, PART VII-B, LINE 5CSTATEMENT REGARDING THE GRANT TO:GRANTEE NAME: SOCIETY FOR THE WELFARE OF THE HANDICAPPED/ PATIALA SCHOOL FOR THE DEAF AND BLINDGRANTEE ADDRESS: LOWER MALL, AMAR ASHRAM PATIALA, PUNJAB 147001, INDIAGRANT DATE: 05/29/2015GRANT AMOUNT: $5,000 U.S. DOLLARSGRANT PURPOSE: CONSTRUCTION OF SCHOOLAMOUNT EXPENDED BY GRANTEE: PENDING RECEIPTGRANTEE DIVERSION: PENDING RECEIPTDATES OF GRANTEE REPORTS: PENDING RECEIPTVERIFICATION DATE: PENDING RECEIPTVERIFICATION RESULTS: PENDING RECEIPT

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE SIKAND FOUNDATION INC
    EIN: 95-4109267
    Software ID:14000265
    Software Version:2014v6.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    U.S. TRUST - COMBINED ACCOUNTS - 7863 AT COST 17,226,923 18,046,235
    PARTNERSHIP K-1 ITEMS (ADJ. TO US TRUST) AT COST 12,135  

    TY 2014 OtherDecreasesSchedule
    Name:
    THE SIKAND FOUNDATION INC
    EIN: 95-4109267
    Software ID:14000265
    Software Version:2014v6.0
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE SIKAND FOUNDATION INC
    EIN: 95-4109267
    Software ID:14000265
    Software Version:2014v6.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 7,981 7,981 7,981  
    INVESTMENT EXPENSES & MANAGEMENT FEES 65,932 65,932 65,932  
    OFFICE EXPENSES 386      
    PORTFOLIO EXPENSES K-1 6,749 6,749 6,749  


    TY 2014 OtherIncomeSchedule2
    Name:
    THE SIKAND FOUNDATION INC
    EIN: 95-4109267
    Software ID:14000265
    Software Version:2014v6.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME K-1 868 868 868


    TY 2014 OtherIncreasesSchedule
    Name:
    THE SIKAND FOUNDATION INC
    EIN: 95-4109267
    Software ID:14000265
    Software Version:2014v6.0
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    THE SIKAND FOUNDATION INC
    EIN: 95-4109267
    Software ID:14000265
    Software Version:2014v6.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2013 FORM 990-PF - EXTENSION PMT 6,373      
    2014 FEDERAL ESTIMATED PAYMENTS 11,360      
    CA FEE - ATTORNEY GENERAL 225      
    CA FORM 199 FILING FEE 10