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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE ELI AND EDYTHE BROAD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2121 AVENUE OF THE STARS NO 3000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90067
A Employer identification number

95-4686318
B Telephone number (see instructions)

(310) 954-5026
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,797,812,814J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,640,170 1,232,140  
4 Dividends and interest from securities... 935,330 17,891,608  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 118,515,925
b Gross sales price for all assets on line 6a 916,494,686
7 Capital gain net income (from Part IV, line 2)... 152,246,172
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,365,654 15,149,558  
12 Total. Add lines 1 through 11........ 122,457,079 186,519,478  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000 0   60,000
14 Other employee salaries and wages...... 495,770 0   513,187
15 Pension plans, employee benefits....... 108,752 0   116,309
16a Legal fees (attach schedule)......... Click to see attachment 127,084 75   148,764
b Accounting fees (attach schedule)....... Click to see attachment 230,610 64,161   154,288
c Other professional fees (attach schedule).... Click to see attachment 4,874,883 1,436,293   2,180,615
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,563,058 1,418,650   310
19 Depreciation (attach schedule) and depletion... 415,528 28,739  
20 Occupancy.............. 21,314 0   21,315
21 Travel, conferences, and meetings....... 59,399 0   59,399
22 Printing and publications.......... 12,064 0   13,849
23 Other expenses (attach schedule)....... Click to see attachment 260,570 10,959,494   277,173
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,229,032 13,907,412   3,545,209
25 Contributions, gifts, grants paid....... 136,554,414 151,763,862
26 Total expenses and disbursements. Add lines 24 and 25 144,783,446 13,907,412   155,309,071
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,326,367
b Net investment income (if negative, enter -0-) 172,612,066
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 922,003 1,149,511 1,149,511
2 Savings and temporary cash investments......... 23,561,509 231,361,714 231,361,714
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   214    
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).......... 1,719,368,764 Click to see attachment1,541,309,675 1,541,309,675
14 Land, buildings, and equipment: basis bullet2,376,036
Less: accumulated depreciation (attach schedule) bullet2,133,645 657,919 Click to see attachment242,391 242,391
15 Other assets (describe bullet) Click to see attachment99,603,417 Click to see attachment23,749,523 Click to see attachment23,749,523
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,844,113,826 1,797,812,814 1,797,812,814
Liabilities 17 Accounts payable and accrued expenses.......... 1,062,227 948,917
18 Grants payable................. 546,364,648 526,292,324
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment5,751,353 Click to see attachment5,714,101
23 Total liabilities (add lines 17 through 22)......... 553,178,228 532,955,342
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 1,290,935,598 1,264,857,472
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 1,290,935,598 1,264,857,472
31 Total liabilities and net assets/fund balances (see instructions). 1,844,113,826 1,797,812,814
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
1,290,935,598
2
Enter amount from Part I, line 27a .....................
2
-22,326,367
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,268,609,231
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,751,759
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,264,857,472
Form 990-PF (2018)
Form 990-PF (2018)
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 PUBLICLY TRADED SECURITIES      
b EQUITY OPTIONS P    
c ALTERNATIVE INVESTMENTS P    
d PASS THROUGH INVESTMENTS REPORTED ON SCH K-1 P    
e PASS THROUGH INVESTMENTS DISTRIB IN EXCESS OF BASIS P    
PASS THROUGH INVESTMENTS DISTRIB IN EXCESS OF BASIS D    
ADJUST FOR IRC SEC 1202 ELIGIBLE GAIN EXCLUSION FROM PASS THRU INVESTMEN P    
TERMINATION OF CADENCE BANCORP LLC P    
TERMINATION OF OCM MEZZANINE FUND LP P    
TERMINATION OF TPG IZUMIM AIV 6 LP P    
TERMINATION OF AGRICULTURAL FUNDING SOLUTIONS II LLC P    
TERMINATION OF GS CAPITAL PARTNERS 2000 LP P    
TERMINATION OF MAVERON EQUITY PARTNERS 2000, LP P    
TERMINATION OF SPO PARTNERS II, LP P    
TERMINATION OF TCS II FUNDING HOLDING COMPANY LLC P    
TERMINATION OF TSG4 LP P    
TERMINATION OF OCM OPPORTUNITIES FUND IV LP P    
TERMINATION OF PALOMAR VENTURES II LP P    
TERMINATION OF TCS II OPPORTUNITIES FUNDING HOLDING CO P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 341,737,537   320,495,610 21,241,927
b 46,472,661   25,394,003 21,078,658
c 447,366,103   399,736,702 47,629,401
d 59,727,516     59,727,516
e 81,592,811   80,229,949 1,362,862
1,950,993   677,516 1,273,477
    73,407 -73,407
13,800,172   13,800,173 -1
18,106   62,728 -44,622
3,377     3,377
16,847     16,847
40,735     40,735
7,838     7,838
459,963     459,963
43,020   43,048 -28
21,145   270,167 -249,022
938     938
44,356   274,941 -230,585
13,936   13,638 298
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       21,241,927
b       21,078,658
c       47,629,401
d       59,727,516
e       1,362,862
      1,273,477
      -73,407
      -1
      -44,622
      3,377
      16,847
      40,735
      7,838
      459,963
      -28
      -249,022
      938
      -230,585
      298
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 2 152,246,172
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))
2017 146,319,907 1,753,948,740 0.083423
2016 150,781,007 1,716,811,223 0.087826
2015 106,062,438 1,886,558,367 0.056220
2014 185,794,701 1,881,859,347 0.098729
2013 120,086,211 1,788,206,332 0.067155
2
Total of line 1, column (d) .....................
2
0.393353
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.078671
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,847,637,987
5
Multiply line 4 by line 3......................
5
145,355,528
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,726,121
7
Add lines 5 and 6........................
7
147,081,649
8
Enter qualifying distributions from Part XII, line 4,.............
8
155,309,071
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,726,121
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 1,726,121
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 1,726,121
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,737,991
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 550,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,287,991
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 10 561,870
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet561,870 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions Click to see list of attachments.............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.BROADFOUNDATION.ORG
    14
    The books are in care ofbulletJULIE BAKER Telephone no.bullet (310) 954-5026

    Located atbullet2121 AVENUE OF THE STARS STE 3000LOS ANGELESCA ZIP+4bullet90067
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (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). Click to see attachment
    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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    ELI BROAD TRUSTEE, CHAIRMAN
    30.00     		60,000 6,569 0
    2121 AVENUE OF THE STARS SUITE 3000
    LOS ANGELES,CA90067
    EDYTHE L BROAD TRUSTEE
    1.00     		0 0 0
    2121 AVENUE OF THE STARS SUITE 3000
    LOS ANGELES,CA90067
    GERUN RILEY SEE STATEMENT 14 PRESIDENT
    24.00     		0 0 0
    2121 AVENUE OF THE STARS SUITE 3000
    LOS ANGELES,CA90067
    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
    GREGORY MCGINITY EXECUTIVE DIRECTOR,
    30.00     		253,042 11,585 0
    2121 AVENUE OF THE STARS STE 3000
    LOS ANGELES,CA90067
    SUE CHI DIRECTOR
    36.00     		145,500 13,647 0
    2121 AVENUE OF THE STARS STE 3000
    LOS ANGELES,CA90067
    HEIDI KATO CHIEF ADMINISTRATIVE
    36.00     		114,645 21,392 0
    2121 AVENUE OF THE STARS STE 3000
    LOS ANGELES,CA90067
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    FAMILY OFFICE FINANCIAL SERVICES LLC FINANCE, ACCTG, TAX, HR & TECH 1,543,434
    2121 AVENUE OF THE STARS SUITE 3000
    LOS ANGELES,CA90067
    FAMILY OFFICE INVESTMENT SERVICES LLC INVESTMENT SERVICES 1,026,126
    2121 AVENUE OF THE STARS SUITE 3000
    LOS ANGELES,CA90067
    RMC RESEARCH CORPORATION ANALYSIS 126,483
    1501 WILSON BOULEVARD SUITE 400
    ARLINGTON,VA22209
    CLARK NUBER PS TAX PREP SERVICES 121,610
    10900 NE 4TH STREET SUITE 1400
    BELLEVUE,WA98004
    ERNST & YOUNG US LLP AUDIT SERVICES 104,000
    PO BOX 846793
    LOS ANGELES,CA90084
    Total number of others receiving over $50,000 for professional services.............bullet7
    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  
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    261,336,834
    b
    Average of monthly cash balances.......................
    1b
    120,834,863
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,493,602,909
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,875,774,606
    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
    1,875,774,606
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    28,136,619
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,847,637,987
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    92,381,899
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    92,381,899
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,726,121
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    70,991
    c
    Add lines 2a and 2b............................
    2c
    1,797,112
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    90,584,787
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    2,236,146
    5
    Add lines 3 and 4............................
    5
    92,820,933
    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
    92,820,933
    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
    155,309,071
    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
    155,309,071
    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
    1,726,121
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    153,582,950
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 92,820,933
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 32,081,106
    b From 2014...... 94,087,151
    c From 2015......  
    d From 2016...... 66,664,130
    e From 2017...... 59,004,415
    fTotal of lines 3a through e........ 251,836,802
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 155,309,071
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 92,820,933
    e Remaining amount distributed out of corpus 62,488,138
    5 Excess distributions carryover applied to 2018. 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 5 314,324,940
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		32,081,106
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		282,243,834
    10 Analysis of line 9:
    a Excess from 2014.... 94,087,151
    b Excess from 2015....  
    c Excess from 2016.... 66,664,130
    d Excess from 2017.... 59,004,415
    e Excess from 2018.... 62,488,138
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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).)
    ELI BROAD
    EDYTHE L BROAD
    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 (2018)
    Form 990-PF (2018)
    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
    AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA
    122 EAST 42ND STREET SUITE 4507
    NEW YORK,NY10168     		NONE PC ARTS - GENERAL OPERATING SUPPORT 26,150
    AMERICANS FOR THE ARTS INC
    1 EAST 53 STREET 2ND FLOOR
    NEW YORK,NY10022     		NONE PC ARTS - GENERAL OPERATING SUPPORT 15,000
    ART DIVISION
    PO BOX 57630
    LOS ANGELES,CA90057     		NONE PC ARTS - SUPPORTING UNDERSERVED YOUTH TO STUDY VISUAL ARTS 10,000
    BELLE REVE THEATRE COMPANY
    PO BOX 46456
    WEST HOLLYWOOD,CA90046     		NONE PC ARTS - SUPPORTING A SOCIALLY AWARE AND DIVERSE PERFORMING ARTS COLLECTIVE FOR LOS ANGELES 100,000
    CENTER THEATRE GROUP
    601 W TEMPLE ST
    LOS ANGELES,CA90012     		NONE PC ARTS - GENERAL OPERATING SUPPORT 5,000
    DETROIT INSTITUTE OF ARTS THE
    5200 WOODWARD AVENUE
    DETROIT,MI48202     		NONE PC ARTS - GENERAL OPERATING SUPPORT 100,000
    FULCRUM ARTS
    495 EAST COLORADO BOULEVARD
    PASADENA,CA91101     		NONE PC ARTS - GENERAL OPERATING SUPPORT 1,000
    INNER-CITY ARTS
    720 KOHLER STREET
    LOS ANGELES,CA90021     		NONE PC ARTS - GENERAL OPERATING SUPPORT 1,000
    JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
    2700 F ST NW
    WASHINGTON,DC20566     		NONE PC ARTS - GENERAL SUPPORT PLEDGE FOR EDUCATION PROGRAMMING AND INITIATIVES 135,000
    JULINE FOUNDATION FOR CHILDREN
    1700 MCHENRY AVENUE SUITE 50A
    MODESTO,CA95350     		NONE PC ARTS - GENERAL OPERATING SUPPORT 1,000
    LOS ANGELES PHILHARMONIC ASSOCIATION
    151 SOUTH GRAND AVENUE
    LOS ANGELES,CA90012     		NONE PC ARTS - GENERAL OPERATING SUPPORT FOR LOS ANGELES' WORLD-CLASS ORCHESTRA 1,029,000
    MADISON PROJECT
    1900 PICO BLVD
    SANTA MONICA,CA90405     		NONE PC ARTS - TO SUPPORT WEST LOS ANGELES COMMUNITY THEATER THE BROAD STAGE 88,150
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVE
    NEW YORK,NY10028     		NONE PC ARTS - SUPPORT FOR THE MET'S MODERN AND CONTEMPORARY ART PROGRAM 500,000
    MICHIGAN STATE UNIVERSITY
    450 ADMINISTRATION BLDG
    EAST LANSING,MI48824     		NONE PC ARTS - CONSTRUCTION AND SUPPORT OF THE ELI AND EDYTHE BROAD ART MUSEUM AT MSU 1,000,000
    MICHIGAN STATE UNIVERSITY
    450 ADMINISTRATION BLDG
    EAST LANSING,MI48824     		NONE PC ARTS - EXHIBITION SUPPORT FOR BROAD ART MUSEUM AT MSU 100,000
    MUSEUM OF CONTEMPORARY ART
    250 SOUTH GRAND AVENUE
    LOS ANGELES,CA90012     		NONE PC ARTS - TO SUPPORT VISUAL AND PERFORMING ARTS IN LOS ANGELES 1,400,000
    MUSIC CENTER
    135 NORTH GRAND AVENUE
    LOS ANGELES,CA90012     		NONE PC ARTS - TO SUPPORT VISUAL AND PERFORMING ARTS IN LOS ANGELES 32,720
    PS ARTS
    6701 CENTER DRIVE W SUITE 550
    LOS ANGELES,CA90045     		NONE PC ARTS - TO SUPPORT VISUAL AND PERFORMING ARTS IN LOS ANGELES 10,940
    PACIFIC RESIDENT THEATRE ENSEMBLE
    PO BOX 2568
    VENICE,CA90294     		NONE PC ARTS - TO SUPPORT VISUAL AND PERFORMING ARTS IN LOS ANGELES 2,500
    SKIRBALL CULTURAL CENTER
    2701 N SEPULVEDA BLVD
    LOS ANGELES,CA90049     		NONE PC ARTS - TO SUPPORT VISUAL AND PERFORMING ARTS IN LOS ANGELES 23,000
    STANFORD UNIVERSITY
    FRANCES C ARRILLAGA ALUMNI CENTER
    326 GALVEZ STREET
    STANFORD,CA94305     		NONE PC ARTS - SUPPORT FOR THE ANDERSON COLLECTION MODERN ART MUSEUM AT STANFORD UNIVERSITY 5,000
    THE BROAD
    2121 AVENUE OF THE STARS SUITE 3000
    LOS ANGELES,CA90067     		NONE POF ARTS - GENERAL SUPPORT PLEDGE 8,436,642
    THE BROAD
    2121 AVENUE OF THE STARS SUITE 3000
    LOS ANGELES,CA90067     		NONE POF ARTS - PROGRAM-RELATED INVESTMENT TO SUPPORT VISITORSHIP AND AUDIENCE ENGAGEMENT 1,862,876
    THE BROAD
    2121 AVENUE OF THE STARS SUITE 3000
    LOS ANGELES,CA90067     		NONE POF THE ASSIGNMENT OF INTEREST OF HOPE STREET RESTAURANT, LLC, A PROGRAM-RELATED INVESTMENT TO SUPPORT VISITORSHIP AND AUDIENCE ENGAGEMENT, TO THE BROAD. THE GRANT WAS OF A CHARITABLE USE ASSET WHICH WAS TAKEN AS A QUALIFYING DISTRIBUTION IN A PRIOR YEAR. -1,862,876
    THE BROAD ART FOUNDATION
    2121 AVENUE OF THE STARS SUITE 3000
    LOS ANGELES,CA90067     		NONE POF ARTS - TO SUPPORT ART LENDING ACTIVITIES 22,300,000
    A ROOM OF HER OWN FOUNDATION
    PO BOX 778
    PLACITAS,NM87043     		NONE PC CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT 15,000
    A SENSE OF HOME
    4712 ADMIRALTY WAY 1203
    MARINA DEL REY,CA90292     		NONE PC CIVIC AND COMMUNITY - TO SUPPORT YOUTH WHO AGE OUT OF THE FOSTER CARE SYSTEM 50,000
    BARACK OBAMA FOUNDATION
    5235 SOUTH HARPER COURT SUITE 1140
    CHICAGO,IL60615     		NONE PC CIVIC AND COMMUNITY - GENERAL SUPPORT PLEDGE TO HELP CREATE THE OBAMA PRESIDENTIAL LIBRARY IN CHICAGO 200,000
    BET TZEDEK
    3250 WILSHIRE BLVD 13TH FLOOR
    LOS ANGELES,CA90010     		NONE PC CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT 5,000
    BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES
    1055 WILSHIRE BOULEVARD SUITE 1950
    LOS ANGELES,CA90017     		NONE PC CIVIC AND COMMUNITY - GENERAL SUPPORT PLEDGE FOR MENTORSHIP OF UNDERSERVED YOUTH 50,000
    BILL HILLARY & CHELSEA CLINTON FOUNDATION
    1200 PRESIDENT CLINTON AVE
    LITTLE ROCK,AR72207     		NONE PC CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT TO CREATE ECONOMIC OPPORTUNITY, IMPROVE PUBLIC HEALTH AND INSPIRE CIVIC ENGAGEMENT AND SERVICE 200,000
    CHILDREN'S DEFENSE FUND
    25 E STREET NW
    WASHINGTON,DC20001     		NONE PC CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT 2,000
    CHRYSALIS
    1853 LINCOLN BOULEVARD
    SANTA MONICA,CA90404     		NONE PC CIVIC AND COMMUNITY - TO SUPPORT HOMELESS AND LOW-INCOME PEOPLE THROUGHOUT LOS ANGELES 5,000
    COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT
    3101 SOUTH GRAND AVE
    LOS ANGELES,CA90007     		NONE PC CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT 5,000
    COMMUNITY PARTNERS
    1000 NORTH ALAMEDA STREET
    LOS ANGELES,CA90012     		NONE PC CIVIC AND COMMUNITY - INSTITUTE FOR NONVIOLENCE IN LOS ANGELES 5,000
    DOWNTOWN WOMEN'S CENTER
    442 SOUTH SAN PEDRO STREET
    LOS ANGELES,CA90013     		NONE PC CIVIC AND COMMUNITY - TO SUPPORT HOMELESS AND LOW-INCOME PEOPLE THROUGHOUT LOS ANGELES 1,000
    HEART OF LOS ANGELES YOUTH INC
    2701 WILSHIRE BOULEVARD SUITE 100
    LOS ANGELES,CA90057     		NONE PC CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT 1,000
    HOMEBOY INDUSTRIES
    130 W BRUNO ST
    LOS ANGELES,CA90012     		NONE PC CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT 50,000
    INDEPENDENT SECTOR
    1602 L STREET NW SUITE 900
    WASHINGTON,DC20036     		NONE PC CIVIC AND COMMUNITY - TO SUPPORT RACIAL EQUITY PROGRAMS IN LOS ANGELES 10,000
    INNERCITY STRUGGLE
    530 SOUTH BOYLE AVENUE
    LOS ANGELES,CA90033     		NONE PC CIVIC AND COMMUNITY - TO SUPPORT PROGRAMS THAT IMPROVE THE QUALITY OF LIFE IN EAST LOS ANGELES 29,952
    INTERNATIONAL PARTNERS CASSIE STERN MEMORIAL INC
    PO BOX 3774
    SILVER SPRING,MD20910     		NONE PC CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT 50,000
    JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
    6505 WILSHIRE BLVD SUITE 600
    LOS ANGELES,CA90048     		NONE PC CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT 300,000
    LEGAL AID FOUNDATION OF LOS ANGELES
    1102 CRENSHAW BLVD
    LOS ANGELES,CA90019     		NONE PC CIVIC AND COMMUNITY - TO SUPPORT CAPITAL CAMPAIGN FOR A NEW OFFICE BUILDING 40,000
    LIBRARY FOUNDATION OF LOS ANGELES
    630 WEST 5TH STREET
    LOS ANGELES,CA90071     		NONE PC CIVIC AND COMMUNITY - TO SUPPORT THE LIBRARY'S STUDENT ZONES 250,000
    MLK COMMUNITY HEALTH FOUNDATION
    1680 E 120TH ST
    LOS ANGELES,CA90059     		NONE PC CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT 1,870
    PLANNED PARENTHOOD
    1920 MARENGO STREET
    LOS ANGELES,CA90033     		NONE PC CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT 2,150
    SOUTHERN CALIFORNIA PUBLIC RADIO
    474 SOUTH RAYMOND AVE
    PASADENA,CA91105     		NONE PC CIVIC AND COMMUNITY - GENERAL OPERATING SUPPORT 8,163
    TRACE MEDIA INC
    195 MONTAGUE STREET
    BROOKLYN,NY11220     		NONE PC CIVIC AND COMMUNITY - TO SUPPORT STUDENT VOICES IN GUN SAFETY DEBATE 16,500
    VISION TO LEARN
    11611 SAN VICENTE BLVD STE 500
    LOS ANGELES,CA90049     		NONE PC CIVIC AND COMMUNITY - TO SUPPORT PROGRAMS THAT PROVIDE FREE EYE EXAMS AND FREE EYEGLASSES TO STUDENTS IN NEED 250,000
    WILSHIRE BOULEVARD TEMPLE
    3663 WILSHIRE BLVD
    LOS ANGELES,CA90036     		NONE PC CIVIC AND COMMUNITY - SUPPORT FOR THE TEMPLE'S SOCIAL SERVICE CENTER 3,600
    WOMEN'S MARCH LOS ANGELES FOUNDATION
    10322 LORENZO DRIVE
    LOS ANGELES,CA90064     		NONE PF CIVIC AND COMMUNITY - TO SUPPORT STUDENT VOICES IN GUN SAFETY DEBATE AT LOS ANGELES' MARCH FOR OUR LIVES 100,000
    74 MEDIA INC THE
    222 BROADWAY 19TH FLOOR
    NEW YORK,NY10038     		NONE PC EDUCATION - SPANISH TRANSLATION SUPPORT FOR THE LA SCHOOL REPORT 50,000
    ADVANCEMENT PROJECT
    1545 WILSHIRE BLVD SUITE 800
    LOS ANGELES,CA90017     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 4,910
    ALLIANCE COLLEGE-READY PUBLIC SCHOOLS
    601 SOUTH FIGUEROA STREET 4TH FLOOR
    LOS ANGELES,CA90017     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT FOR A PUBLIC CHARTER SCHOOL NETWORK IN LOS ANGELES 175,000
    BUILDING EXCELLENT SCHOOLS
    262 WASHINGTON STREET 7TH FLOOR
    BOSTON,MA02108     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT FOR A PUBLIC CHARTER SCHOOL NETWORK IN LOS ANGELES 205,382
    CALIFORNIA COMMUNITY FOUNDATION
    445 SOUTH FIGUEROA ST SUITE 3400
    LOS ANGELES,CA90071     		NONE PC EDUCATION - SUPPORT FOR LOS ANGELES UNIFIED SCHOOL DISTRICT 1,000,000
    CALIFORNIA INSTITUTE OF TECHNOLOGY
    OFFICE OF THE PRESIDENT
    PASADENA,CA91125     		NONE PC EDUCATION - TO ESTABLISH THE HONORARY ENDOWED DAVID BALTIMORE PROFESSORSHIP 1,000,000
    CALIFORNIA INSTITUTE OF TECHNOLOGY
    OFFICE OF THE PRESIDENT
    PASADENA,CA91125     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT FOR THE WORLD-RENOWNED SCIENCE AND ENGINEERING INSTITUTE 25,000
    CALIFORNIA LULAC FOUNDATION
    PO BOX 1362
    CAMARILLO,CA93011     		NONE PC EDUCATION - TO IMPROVE STEM OPPORTUNITIES FOR CALIFORNIA'S YOUTH 15,000
    CHARTER SCHOOL GROWTH FUND
    10901 W 120TH AVENUE
    BLOOMFIELD,CO80021     		NONE POF EDUCATION - LOS ANGELES AND NATIONAL FUND SUPPORT 600,000
    CHILDREN'S INSTITUTE
    2121 WEST TEMPLE STREET
    LOS ANGELES,CA90026     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 2,250
    COMMON SENSE MEDIA
    650 TOWNSEND
    SAN FRANCISCO,CA94103     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 5,000
    DISCOVERY SCIENCE CENTER OF LOS ANGELES
    11800 FOOTHILL BLVD
    LOS ANGELES,CA91342     		NONE PC EDUCATION - TO SUPPORT K-12 STEM EDUCATION IN LOS ANGELES 23,700
    DONORSCHOOSE INC
    134 WEST 37TH STREET 11TH FLOOR
    NEW YORK,NY10018     		NONE PC EDUCATION - TO SUPPORT HOMELESS AND LOW-INCOME PEOPLE THROUGHOUT LOS ANGELES 15,000
    DONORSCHOOSE INC
    134 WEST 37TH STREET 11TH FLOOR
    NEW YORK,NY10018     		NONE PC EDUCATION - SUPPORT FOR K-12 PUBLIC SCHOOL CLASSROOMS 6,500
    DSST PUBLIC SCHOOLS FOUNDATION
    3401 QUEBEC STREET
    DENVER,CO80207     		NONE PC EDUCATION - THE BROAD PRIZE FOR PUBLIC CHARTER SCHOOLS AWARD TO SUPPORT COLLEGE READINESS FOR STUDENTS 250,000
    EDUCATION WRITERS ASSOCIATION
    3516 CONNECTICUT AVENUE NW
    WASHINGTON,DC20008     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 15,000
    EDUCATORS FOR EXCELLENCE (E4E)
    80 PINE STREET 28TH FLOOR
    NEW YORK,NY10005     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT FOR TEACHER-LED ORGANIZING IN LOS ANGELES 500,000
    EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION
    1107 9TH ST SUITE 680
    SACRAMENTO,CA95814     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 35,000
    ENCORPS STEM TEACHERS PROGRAM
    2121 AVENUE OF THE STARS SUITE 2020
    LOS ANGELES,CA90067     		NONE PC EDUCATION - TO SUPPORT K-12 STEM EDUCATION IN LOS ANGELES 100,000
    EXCELLENT SCHOOLS NEW MEXICO
    1135 BROADWAY BLVD NE
    ALBUQUERQUE,NM87101     		NONE PC EDUCATION - IMPLEMENTATION SUPPORT 729,533
    EXCEPTIONAL CHILDREN'S FOUNDATION
    5350 MACHADO ROAD
    CULVER CITY,CA90230     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 10,900
    FAMILIES IN SCHOOLS
    1545 WILSHIRE BLVD 700
    LOS ANGELES,CA90017     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT FOR ORGANIZATION DEDICATED TO ENGAGING FAMILIES 9,800
    FORDHAM LAW SCHOOL
    140 W 62ND STREET
    NEW YORK,NY10023     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 25,000
    FULFILLMENT FUND
    6100 WILSHIRE BLVD SUITE 600
    LOS ANGELES,CA90048     		NONE PC EDUCATION - TO SUPPORT MENTORING, COLLEGE COUNSELING AND EXPERIENTIAL LEARNING OPPORTUNITIES FOR STUDENTS FROM UNDERRESOURCED COMMUNITIES 74,200
    GREAT PUBLIC SCHOOLS NOW (GPSN)
    1150 SOUTH OLIVE STREET SUITE 1325
    LOS ANGELES,CA90015     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT FOR ORGANIZATION DEDICATED TO IMPROVING K-12 PUBLIC SCHOOL OPTIONS IN LOS ANGELES 7,500,000
    GREEN DOT PUBLIC SCHOOLS
    1149 SOUTH HILL STREET SUITE 600
    LOS ANGELES,CA90015     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT FOR A PUBLIC CHARTER SCHOOL NETWORK IN LOS ANGELES 256,000
    HARVARD UNIVERSITY
    111 SUTTER STREET
    SAN FRANCISCO,CA94104     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 50,000
    KIPP LA SCHOOLS
    3601 EAST FIRST STREET
    LOS ANGELES,CA90063     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT FOR A PUBLIC CHARTER SCHOOL NETWORK IN LOS ANGELES 20,000
    LA PROMISE FUND
    202 W 1ST STREET SUITE 160
    LOS ANGELES,CA90012     		NONE PC EDUCATION - FAMILY ENGAGEMENT INITIATIVE 100,000
    LA PROMISE FUND
    202 W 1ST STREET SUITE 160
    LOS ANGELES,CA90012     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 5,000
    LOS ANGELES COUNTY HIGH SCHOOL FOR THE ARTS FOUNDATION
    1149 SOUTH HILL STREET SUITE H-100
    LOS ANGELES,CA90015     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 5,400
    LOS ANGELES UNIFIED SCHOOL DISTRICT
    333 S BEAUDRY AVE 24TH FL
    LOS ANGELES,CA90017     		NONE GOV EDUCATION - GENERAL OPERATING SUPPORT 6,000
    MBX FOUNDATION
    PO BOX 1585
    MANHATTAN BEACH,CA90267     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 10,000
    MICHIGAN STATE UNIVERSITY
    450 ADMINISTRATION BLDG
    EAST LANSING,MI48824     		NONE PC EDUCATION - ENDOWMENT FOR THE ELI BROAD COLLEGE OF BUSINESS 2,075,000
    MICHIGAN STATE UNIVERSITY
    520 NORTH BUSINESS COMPLEX
    EAST LANSING,MI48824     		NONE PC EDUCATION - ENDOWMENT FOR ELI AND EDYTHE BROAD DEAN OF BUSINESS SCHOOL 250,000
    MICHIGAN STATE UNIVERSITY
    450 ADMINISTRATION BLDG
    EAST LANSING,MI48824     		NONE PC EDUCATION - SUPPORT FOR THE CONSTRUCTION OF THE GRADUATE PROGRAMS PAVILION 2,000,000
    NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS
    1101 15TH STREET NORTHWEST
    WASHINGTON,DC20005     		NONE PC EDUCATION - BROAD PRIZE FOR PUBLIC CHARTER SCHOOLS RESEARCH AND ADMINISTRATION 154,639
    PARTNERSHIP FOR LOS ANGELES SCHOOLS
    1055 WILSHIRE BLVD 1850
    LOS ANGELES,CA90017     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT FOR ORGANIZATION THAT OPERATES LAUSD PUBLIC SCHOOLS IN UNDERRESOURCED COMMUNITIES 250,000
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST HIGHWAY
    MALIBU,CA90263     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 2,500
    PUEBLO NUEVO EDUCATION AND DEVELOPMENT GROUP
    3435 W TEMPLE STREET
    LOS ANGELES,CA90026     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 15,000
    REASON FOUNDATION
    5737 MESMER AVENUE
    LOS ANGELES,CA90230     		NONE PC EDUCATION - TO SUPPORT EDUCATION RESEARCH 30,000
    SCHOLARSHIP AMERICA
    ONE SCHOLARSHIP WAY
    ST PETER,MN56082     		NONE PC EDUCATION - ADMINISTRATION OF THE BROAD PRIZE SCHOLARSHIPS AND DISTRIBUTION OF FUNDS TO STUDENTS 209,060
    SILICON SCHOOLS FUND INC
    1 MARITIME PLAZA
    SAN FRANCISCO,CA94111     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT FOR PUBLIC CHARTER SCHOOL NETWORKS IN SAN FRANCISCO BAY AREA 500,000
    SOCIAL & ENVIRONMENTAL ENTREPRENEURS
    23532 CALABASAS RD SUITE A
    CALABASAS,CA91302     		NONE PC EDUCATION - TO IMPROVE STEM OPPORTUNITIES FOR CALIFORNIA'S YOUTH 4,940
    SOUTH PASADENA UNIFIED SCHOOL DISTRICT
    1500 FAIR OAKS AVENUE
    SOUTH PASADENA,CA91030     		NONE GOV EDUCATION - GENERAL OPERATING SUPPORT 1,000
    SWARTHMORE COLLEGE
    500 COLLEGE AVENUE
    SWARTHMORE,PA19081     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 50,000
    TEACH FOR AMERICA - LOS ANGELES
    606 S OLIVE STREET 300
    LOS ANGELES,CA90014     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 10,000
    THE ART OF PROBLEM SOLVING INITIATIVE INC
    55 EXCHANGE PLACE SUITE 603
    NEW YORK,NY10005     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 1,000
    THE BROAD CENTER
    2121 AVENUE OF THE STARS SUITE 3000
    LOS ANGELES,CA90067     		NONE PC EDUCATION - TO DEVELOP AND SUPPORT LEADERS AND MANAGERS OF PUBLIC SCHOOL DISTRICTS, CHARTER MANAGEMENT ORGS AND STATE AND FEDERAL EDUCATION AGENCIES 15,500,000
    THIRD WAY FOUNDATION
    600 PENNSYLVANIA AVENUE SE STE 400
    WASHINGTON,DC20003     		NONE PC EDUCATION - TO SUPPORT A PROJECT ON REINVENTING PUBLIC EDUCATION 50,000
    UCLA FOUNDATION
    10920 WILSHIRE BLVD
    LOS ANGELES,CA90024     		NONE PC EDUCATION - TO SUPPORT THE UCLA CENTER FOR THE TRANSFORMATION OF SCHOOLS AND THE LOS ANGELES COUNTY EDUCATION OPPORTUNITY STUDY 33,000
    UNITED WAY
    1150 SOUTH OLIVE STREET T500
    LOS ANGELES,CA90015     		NONE PC EDUCATION - SUPPORT FOR LOS ANGELES UNIFIED SCHOOL DISTRICT 673,861
    UNIVERSITY OF SOUTHERN CALIFORNIA
    LEWIS HALL 210
    LOS ANGELES,CA90089     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT FOR THE CENTER ON PHILANTHROPY AND PUBLIC POLICY 10,000
    VISTAMAR SCHOOL
    737 HAWAII STREET
    EL SEGUNDO,CA90245     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 5,000
    YOUTH POLICY INSTITUTE INC
    6464 SUNSET BLVD
    LOS ANGELES,CA90028     		NONE PC EDUCATION - GENERAL OPERATING SUPPORT 4,700
    ALZHEIMER'S GREATER LOS ANGELES
    4221 WILSHIRE BLVD SUITE 400
    LOS ANGELES,CA90034     		NONE PC SCI & MED RESEARCH - GENERAL OPERATING SUPPORT 2,500
    CLEVELAND CLINIC FOUNDATION
    2049 EAST 100TH STREET
    CLEVELAND,OH44195     		NONE PC SCI & MED RESEARCH - DIGESTIVE DISEASE INSTITUTE'S RENOVATION PROJECT 791,250
    DOHENY EYE INSTITUTE
    1450 SAN PABLO STREET SUITE 3050
    LOS ANGELES,CA90033     		NONE PC SCI & MED RESEARCH - GENERAL OPERATING SUPPORT 10,000
    LEUKEMIA & LYMPHOMA SOCIETY INC
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		NONE PC SCI & MED RESEARCH - GENERAL OPERATING SUPPORT 10,000
    SAINT JOHN'S HOSPITAL & HEALTH CENTER FOUNDATION
    2121 SANTA MONICA BOULEVARD
    SANTA MONICA,CA90404     		NONE PC SCI & MED RESEARCH - TO FUND ROBOTIC JOINT REPLACEMENT TECHNOLOGY 500,000
    SAINT JOHN'S HOSPITAL FOUNDATION
    1328 22ND STREET
    SANTA MONICA,CA90404     		NONE PC SCI & MED RESEARCH - GENERAL OPERATING SUPPORT 15,000
    THE BROAD INSTITUTE
    7 CAMBRIDGE CTR
    CAMBRIDGE,MA02142     		NONE PC SCI & MED RESEARCH - TO SUPPORT GENOMIC MEDICAL RESEARCH AND BIOMEDICINE 70,000,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
    675 CHARLES E YOUNG DR SOUTH
    LOS ANGELES,CA90095     		NONE PC SCI & MED RESEARCH - INFLAMMATORY BOWEL DISEASE RESEARCH CENTER AT UCLA 400,000
    UCLA FOUNDATION
    10920 WILSHIRE BLVD
    LOS ANGELES,CA90024     		NONE PC SCI & MED RESEARCH - REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCLA 2,500,000
    UCLA FOUNDATION
    10920 WILSHIRE BLVD
    LOS ANGELES,CA90024     		NONE PC SCI & MED RESEARCH - GENERAL OPERATING SUPPORT 2,500
    UCLA FOUNDATION
    10920 WILSHIRE BLVD
    LOS ANGELES,CA90024     		NONE PC SCI & MED RESEARCH - INNOVATIVE PILOT STEM CELL RESEARCH GRANTS: THE ELI AND EDYTHE BROAD CENTER OF REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCLA 250,000
    UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
    220 MONTGOMERY STREET FLOOR 5
    SAN FRANCISCO,CA94104     		NONE PC SCI & MED RESEARCH - INNOVATIVE PILOT STEM CELL RESEARCH GRANTS: THE ELI AND EDYTHE BROAD CENTER OF REGENERATION MEDICINE AND STEM CELL RESEARCH AT UCSF 125,000
    UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
    220 MONTGOMERY STREET FLOOR 5
    SAN FRANCISCO,CA94104     		NONE PC SCI & MED RESEARCH - REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCSF 2,500,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    BCC 307 MAIL CODE 9080
    LOS ANGELES,CA90089     		NONE PC SCI & MED RESEARCH - REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT USC 2,900,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    1425 SAN PABLO STREET
    LOS ANGELES,CA90033     		NONE PC SCI & MED RESEARCH - INNOVATIVE PILOT STEM CELL RESEARCH GRANTS: THE ELI AND EDYTHE BROAD CENTER OF REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCLA 125,000
    Total .................................bullet 3a 151,763,862
    bApproved for future payment
    SAINT JOHN'S HOSPITAL & HEALTH CENTER FOUNDATION
    2121 SANTA MONICA BLVD
    SANTA MONICA,CA90404     		  PC SUPPORTING ROBOTIC JOINT REPLACEMENT 500,000
    UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
    220 MONTGOMERY STREET FLOOR 5
    SAN FRANCISCO,CA94104     		  PC REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCSF 7,500,000
    UCLA FOUNDATION
    10920 WILSHIRE BLVD SUITE 1400
    LOS ANGELES,CA90024     		  PC REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCLA 7,500,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    1425 SAN PABLO STREET
    LOS ANGELES,CA90033     		  PC REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT USC 7,500,000
    VISION TO LEARN
    11611 SAN VICENTE BLVD SUITE 500
    LOS ANGELES,CA90049     		  PC GENERAL OPERATING SUPPORT FOR ORGANIZATION THAT PROVIDES FREE EYE EXAMS AND FREE EYEGLASSES TO STUDENTS IN LOW-INCOME COMMUNITIES 500,000
    Total .................................bullet 3b 23,500,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,640,170  
    4 Dividends and interest from securities....     14 935,330  
    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..... 523000 1,359,864 18 5,790  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 118,515,925  
    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).. 1,359,864 121,097,215 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    122,457,079
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT AND TAX FEES 230,610 64,161   154,288

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

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    HOPE STREET RESTAURANTS LLC
          		222 S HOPE STREET
    LOS ANGELES,CA90012     		2014-04-09 1,436,727 AN EQUITY PRI TO SUPPORT THE DEVELOPMENT OF GRAND AVE. IN DOWNTOWN L.A. BY BUILDING AND OPERATING A RESTAURANT ON THE PUBLIC PLAZA ADJACENT TO THE BROAD MUSEUM AND CENTRALLY LOCATED TO PUBLIC ARTS AND CULTURAL DESTINATIONS. THE CHARITABLE GOALS AND ACTIVITIES INCLUDE: 1) SUPPORTING THE BROAD MUSEUM BY PROVIDING FOOD SERVICES TO ITS STAFF & VISITORS, AND BY ENHANCING THE BROAD'S PUBLIC PROGRAMS (FOR EXAMPLE, BY CONDUCTING FOOD EDUCATION TALKS FOR CHILDREN AS PART OF THE BROAD'S "FAMILY DAY AND BY PROVIDING REFRESHMENTS FOR THE BROAD'S "SUMMER HAPPENINGS"); 2) ATTRACTING A NEW, ECONOMICALLY AND CULTURALLY DIVERSE POPULATION TO GRAND AVENUE BY CREATING A RELEVANT, AND WELCOMING AMENITY; 3) THEREBY HELPING TO BUILD A BROADER-BASED AUDIENCE FOR THE BROAD AND THE OTHER CULTURAL INSTITUTIONS ON GRAND AVENUE; 4) PROVIDING JOB TRAINING TO LOW-INCOME AND AT-RISK INDIVIDUALS; AND 5)PROVIDING CHARITABLE PROGRAMS TO LOCAL SCHOOLS. THE INVESTMENT WAS CONTRIBUTED TO THE BROAD IN JANUARY 2018. 1,436,727 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 11/8/2016, 10/1/2017, 9/24/2018    
    CHARTER SCHOOL GROWTH FUND
          		10901 W 120TH AVE SUITE 450
    BROOMFIELD,CO80021     		2017-10-26 600,000 LOS ANGELES AND NATIONAL FUND SUPPORT 600,000 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 4/30/2018, 4/17/2019    
    THE BROAD ART FOUNDATION
          		2121 AVENUE OF THE STARS SUITE 300
    LOS ANGELES,CA90067     		2018-05-23 22,300,000 TO SUPPORT ART LENDING ACTIVITIES 22,300,000 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 10/10/2019    
    WOMEN'S MARCH LOS ANGELES FOUNDATION
          		10322 LORENZO DRIVE
    LOS ANGELES,CA90064     		2018-03-22 100,000 MARCH FOR OUR LIVES-LOS ANGELES 501(C)(3) ACTIVITIES 100,000 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 10/7/2019    
    THE BROAD
          		2121 AVENUE OF THE STARS SUITE 300
    LOS ANGELES,CA90067     		2018-03-13 8,436,642 GENERAL SUPPORT FOR THE BROAD, A NONPROFIT CONTEMPORARY ART MUSEUM THAT OFFERS FREE PUBLIC ADMISSION. 8,436,642 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 10/10/2019    
    CHARTER SCHOOL GROWTH FUND
          		10901 W 120TH AVE SUITE 450
    BROOMFIELD,CO80021     		2018-06-05 600,000 LOS ANGELES AND NATIONAL FUND SUPPORT 383,023 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 4/17/2019    
    THE BROAD
          		2121 AVENUE OF THE STARS SUITE 300
    LOS ANGELES,CA90067     		2017-05-18 7,600,000 GENERAL SUPPORT FOR THE BROAD, A NONPROFIT CONTEMPORARY ART MUSEUM THAT OFFERS FREE PUBLIC ADMISSION IN DOWNTOWN LOS ANGELES. 7,600,000 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 10/23/2018    
    THE BROAD
          		2121 AVENUE OF THE STARS SUITE 300
    LOS ANGELES,CA90067     		2016-05-18 7,600,000 GENERAL SUPPORT FOR THE BROAD, A NONPROFIT CONTEMPORARY ART MUSEUM THAT OFFERS FREE PUBLIC ADMISSION. 7,600,000 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED SEPTEMBER 2017, 10/23/2018    
    RESULTS IN EDUCATION FOUNDATION
          		909 THIRD AVENUE
    NEW YORK,NY10022     		2016-02-26 980,000 FUNDING FOR A COMMUNICATION ORGANIZATION DEDICATED TO BUILDING SUPPORT FOR STUDENT-FOCUSED IMPROVEMENT IN K-12 PUBLIC EDUCATION. 980,000 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED SEPTEMBER 2017, 10/8/2018    
    RESULTS IN EDUCATION FOUNDATION
          		909 THIRD AVENUE
    NEW YORK,NY10022     		2017-01-27 350,000 FUNDING FOR A COMMUNICATION ORGANIZATION DEDICATED TO BUILDING SUPPORT FOR STUDENT-FOCUSED IMPROVEMENT IN K-12 PUBLIC EDUCATION. 350,000 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 10/8/2018    
    THE BROAD
          		2121 AVENUE OF THE STARS SUITE 300
    LOS ANGELES,CA90067     		2018-01-01 1,862,876 ASSIGNMENT OF PROGRAM-RELATED INVESTMENT TO SUPPORT VISITORSHIP AND AUDIENCE ENGAGEMENT. SEE HOPE STREET RESTAURANTS, LLC EXPENDITURE RESPONSIBILITY REPORT FOR CHARITABLE PURPOSE OF INVESTMENT. 1,862,876 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 10/10/2019    

    TY 2018 GeneralExplanationAttachment
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Identifier Return Reference Explanation
      PART VIII, OFFICERS, DIRECTORS, TRUSTEES, AND FOUNDATION MANAGERS MS. RILEY'S COMPENSATION IS PART OF THE FEES CHARGED BY FAMILY OFFICE FINANCIAL SERVICES, LLC (FOFS). THE FEES CHARGED BY FOFS ARE BASED ON AN ALLOCATION OF TIME THAT MS. RILEY AND OTHER EMPLOYEES DEVOTE TO THE ELI AND EDYTHE BROAD FOUNDATION.

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EQUITY SECURITES FMV 133,862,220 133,862,220
    INTERNATIONAL EQUITY FMV 125,304,102 125,304,102
    MULTI STRATEGY FUNDS FMV 265,158,049 265,158,049
    EQUITY HEDGE FUNDS FMV 59,541,317 59,541,317
    EVENT/DISTRESSED FUNDS FMV 40,723,539 40,723,539
    DISTRESSED PRIVATE EQUITY FMV 141,332,387 141,332,387
    ENERGY FUNDS FMV 15,343,827 15,343,827
    HIGH YIELD FUNDS FMV 40,993,826 40,993,826
    LBO FUNDS FMV 345,260,389 345,260,389
    MEZZANINE FUNDS FMV 38,833 38,833
    REAL ESTATE FUNDS AND OTHER HARD ASSETS FMV 108,464,623 108,464,623
    SECONDARIES FUNDS FMV 4,727,605 4,727,605
    VENTURE CAPITAL FMV 182,720,268 182,720,268
    DERIVATIVES FMV 39,908,498 39,908,498
    INTERNATIONAL FIXED INCOME FMV 33,699,370 33,699,370
    MISCELLANEOUS STOCK FMV 4,230,822 4,230,822

    TY 2018 LandEtcSchedule2
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 1,560,097 1,439,038 121,059 121,059
    FURNITURE & FIXTURES 370,037 264,312 105,725 105,725
    COMPUTERS & EQUIPMENT 205,056 189,449 15,607 15,607
    SOFTWARE 240,846 240,846 0  


    TY 2018 LegalFeesSchedule
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 127,084 75   148,764


    TY 2018 OtherAssetsSchedule
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENTS 9,133,615 3,500,000 3,500,000
    OTHER CURRENT ASSETS 123,637 55,232 55,232
    INVESTMENT REDEMPTION RECEIVABLE 83,538,500 19,759,182 19,759,182
    INTEREST RECEIVABLE 27,665 435,109 435,109
    OTHER RECEIVABLE 6,780,000 0 0


    TY 2018 OtherDecreasesSchedule
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Description Amount
    UNREALIZED LOSSES ON INVESTMENTS 3,751,759


    TY 2018 OtherExpensesSchedule
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT RELATED BANK FEES 78,065 0   78,065
    BUSINESS GIFTS 3,106 0   10,106
    OFFICE AND ADMINISTRATIVE EXPENSE 140,391 0   140,391
    LOCAL TRANSPORTATION 2,075 0   2,075
    MEDIA & COMMUNICATION MATERIALS 5,708 0   5,708
    MEETINGS & CONFERENCES 31,509 0   31,109
    MISCELLANEOUS -8,244 0   1,759
    INSURANCE 4,883 0   4,883
    PASS THROUGH OTHER INVESTMENT EXPENSES 0 10,959,494   0
    CHILD WELFARE EXPENSES 3,077 0   3,077


    TY 2018 OtherIncomeSchedule2
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME - PARTNERSHIP PASS THROUGH 0 15,823,170 0
    OTHER INVESTMENT INCOME 1,359,864 0 1,359,864
    BOND REDEMPTION 5,790 5,790 5,790
    SUBPART F INCOME 0 -679,402 0


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAX LIABILITY 5,751,353 5,714,101


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 4,120,572 1,436,293   1,389,090
    ADMINISTRATION 8,489 0   8,489
    PROGRAM SUPPORT 586,821 0   580,285
    PUBLIC RELATIONS 11,084 0   11,084
    TECHNOLOGY 4,156 0   4,156
    RECRUITING 100,000 0   100,000
    OTHER PROFESSIONAL FEES 43,761 0   87,511


    TY 2018 TaxesSchedule
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE AND DEFERRED TAX 1,512,748 0   0
    UNRELATED BUSINESS INCOME TAX 50,000 0   0
    FILING TAX 310 0   310
    FOREIGN TAXES 0 1,418,650   0


    TY 2018 TransfersFrmControlledEntities
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Name US /
    Foreign Address    		 EIN Description Amount
    ISP CO-INVEST LP (SERIES H) 394 PACIFIC AVENUE 2ND FL
    SAN FRANCISCO,CA94111     		47-1594356 DISTRIBUTION FROM INVESTMENT PARTNERSHIP 21,900
    RREF FOUNDATION INVESTORS LP 790 NW 107TH AVENUE STE 400
    MIAMI,FL33172     		27-4027025 DISTRIBUTION FROM INVESTMENT PARTNERSHIP 0
    Total     1,695,838

    TY 2018 TransfersToControlledEntities
    Name:
    THE ELI AND EDYTHE BROAD FOUNDATION
    EIN:
    95-4686318
    Name US /
    Foreign Address    		 EIN Description Amount
    ISP CO-INVEST LP (SERIES H) 394 PACIFIC AVENUE 2ND FL
    SAN FRANCISCO,CA94111     		47-1594356 CAPITAL CONTRIBUTION 21,900
    Total     21,900