Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
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 05-01-2018 , and ending 04-30-2019
Name of foundation
THE WILLIAM C BANNERMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)9255 SUNSET BLVD SUITE 400 NO 400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST HOLLYWOOD, CA90069
A Employer identification number

95-6061353
B Telephone number (see instructions)

(310) 273-9933
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$11,002,173J 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 4,071 4,071  
4 Dividends and interest from securities... 76,256 76,256  
5a Gross rents............ 419,880 419,880  
b Net rental income or (loss) 246,404
6a Net gain or (loss) from sale of assets not on line 10 -35,309
b Gross sales price for all assets on line 6a 2,603,369
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ 464,898 500,207  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,000 4,000   36,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 13,106 1,310   11,796
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 13,972 5,486   8,486
c Other professional fees (attach schedule).... Click to see attachment 34,914 34,914   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,644 351   2,924
19 Depreciation (attach schedule) and depletion... Click to see attachment 775 775  
20 Occupancy.............. 21,174 2,117   19,057
21 Travel, conferences, and meetings....... 1,192 0   1,192
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 183,161 172,986   10,175
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 318,938 221,939   89,630
25 Contributions, gifts, grants paid....... 350,000 350,000
26 Total expenses and disbursements. Add lines 24 and 25 668,938 221,939   439,630
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -204,040
b Net investment income (if negative, enter -0-) 278,268
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............. 107,794 35,287 35,287
2 Savings and temporary cash investments......... 1,146,755 979,993 979,860
3 Accounts receivable bullet7,424
Less: allowance for doubtful accounts bullet   18,879 7,424 7,424
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) 38,956 0 0
b Investments—corporate stock (attach schedule)....... 2,031,851 Click to see attachment2,387,884 3,044,418
c Investments—corporate bonds (attach schedule)....... 504,703 Click to see attachment489,904 490,110
11 Investments—land, buildings, and equipment: basis bullet1,333,971
Less: accumulated depreciation (attach schedule) bullet985,610 349,136 Click to see attachment348,361 5,700,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,000,130 Click to see attachment742,861 742,851
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,223 Click to see attachment2,223 Click to see attachment2,223
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,200,427 4,993,937 11,002,173
Liabilities 17 Accounts payable and accrued expenses.......... 611 651
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment35,890 Click to see attachment33,400
23 Total liabilities (add lines 17 through 22)......... 36,501 34,051
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..................    
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........ 6,948,725 6,948,725
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -1,784,799 -1,988,839
30 Total net assets or fund balances (see instructions)..... 5,163,926 4,959,886
31 Total liabilities and net assets/fund balances (see instructions). 5,200,427 4,993,937
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
5,163,926
2
Enter amount from Part I, line 27a .....................
2
-204,040
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,959,886
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,959,886
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 EDWARDS LIFESCIENCES CORP P 2018-02-05 2018-06-14
b NIKE INC P 2018-02-05 2018-07-16
c NIKE INC P 2018-02-06 2018-07-16
d FACEBOOK INC P 2018-03-19 2018-07-26
e FACEBOOK INC P 2018-04-26 2018-07-26
MOODYS CORP P 2018-02-05 2018-07-26
FISERV INC P 2018-02-05 2018-08-09
LOWES CO INC P 2018-02-05 2018-08-22
CME GROUP INC P 2018-02-05 2018-08-27
LOWES CO INC P 2018-02-05 2018-09-21
INVESCO P 2018-01-12 2018-10-11
ATHENE HOLDING LTD P 2018-02-05 2018-10-04
ZIMMER BIOMET HOLDINGS INC P 2018-02-05 2018-10-04
ATHENE HOLDING LTD P 2018-02-05 2018-10-08
ATHENE HOLDING LTD P 2018-02-05 2018-10-09
ATHENE HOLDING LTD P 2018-02-06 2018-10-10
CDW CORP P 2018-02-07 2018-10-25
CME GROUP INC P 2018-02-05 2018-10-25
CME GROUP INC P 2018-02-05 2018-10-25
MCDONALDS CORP P 2018-07-16 2018-10-25
CDW CORP P 2018-02-07 2018-10-31
CHURCH & DWIGHT INC P 2018-02-05 2018-11-01
CHURCH & DWIGHT INC P 2018-02-05 2018-11-02
CME GROUP INC P 2018-02-05 2018-11-19
CBOE GLOBAL MARKETS INC P 2018-10-04 2018-11-21
EDWARDS LIFESCIENCES CORP P 2018-02-05 2018-11-29
CBOE GLOBAL MARKETS INC P 2018-10-05 2018-12-03
CBOE GLOBAL MARKETS INC P 2018-10-05 2018-12-04
SELECT SECT SPDR TRUST-UTILITIES P 2018-12-18 2019-04-09
SELECT SECT SPDR TRUST-HLTHCARE P 2018-07-02 2019-04-12
SELECT SECT SPDR TRUST-HLTHCARE P 2018-12-18 2019-04-12
SPDR S & P 500 EFT TRUST P 2018-12-18 2019-04-12
INTUIT INC P 2014-12-02 2018-05-11
INTUIT INC P 2015-01-06 2018-05-11
INTUIT INC P 2015-01-14 2018-05-11
INTUIT INC P 2015-08-21 2018-05-11
INTUIT INC P 2015-08-27 2018-05-11
SELECT SECTOR SPDR TR-INDUSTRIAL P 2016-11-21 2018-07-05
SELECT SECTOR SPDR TR-MATERIALS P 2016-12-08 2018-07-02
INVESCO P 2017-06-21 2018-10-11
INVESCO P 2017-06-21 2018-11-20
ISHARES GOLD TRUST P 2016-02-10 2018-12-10
SELECT SECTOR SPDR TR-FINANCIAL P 2016-11-21 2018-12-18
ANALOG DEVICES INC P 2018-02-05 2019-02-07
TEXAS INSTRUMENTS INC P 2014-05-02 2019-02-07
TEXAS INSTRUMENTS INC P 2014-10-28 2019-02-07
TEXAS INSTRUMENTS INC P 2014-11-05 2019-02-07
EDWARDS LIFESCIENCES CORP P 2018-02-05 2019-02-21
DANAHER CORP P 2014-05-02 2019-03-07
ROPER TECHNOLOGIES INC P 2018-02-09 2019-03-11
EDWARDS LIFESCIENCES CORP P 2018-02-06 2019-03-25
ROPER TECHNOLOGIES INC P 2018-02-09 2019-04-01
OAKMARK FUNDS ADV P 2014-11-19 2018-05-22
AMG FUNDS P 2016-02-10 2018-12-10
ARBITRAGE FUND P 2014-11-19 2018-12-10
ARBITRAGE FUND P 2014-12-10 2018-12-10
ARBITRAGE FUND P 2015-04-02 2018-12-10
FIRST EAGLE FUNDS P 2014-12-17 2018-12-10
FIRST EAGLE FUNDS P 2014-12-17 2018-12-10
FIRST EAGLE FUNDS P 2016-02-10 2018-12-10
OAKMARK FUNDS ADV P 2014-11-19 2018-12-10
OAKMARK FUNDS ADV P 2014-11-19 2018-12-10
FIRST TR VALUE LINE P 2018-01-03 2018-05-22
DENTSPLY SIRONA INC P 2018-02-05 2018-05-16
DENTSPLY SIRONA INC P 2018-02-05 2018-05-16
SELECT SECTOR SPDR TR-INDUSTRIAL P 2017-10-04 2018-07-05
SELECT SECTOR SPDR TR-MATERIALS P 2017-10-04 2018-07-02
DENTSPLY SIRONA INC P 2018-02-05 2018-07-16
DENTSPLY SIRONA INC P 2018-02-27 2018-07-16
FEDEX CORP P 2018-02-05 2018-09-18
ISHARES RUSSELL 2000 GROWTH P 2018-05-11 2018-10-10
VANGUARD WORLDFUNDFINANCIALS P 2018-02-26 2018-10-22
FIRST TRUST NY BIOTECH ETF P 2018-07-26 2018-10-24
ISHARES RUSSELL 2000 GROWTH P 2018-05-11 2018-10-11
VANGUARD WORLDFUNDFINANCIALS P 2018-02-26 2018-10-22
FIRST TRUST NY BIOTECH ETF P 2018-07-26 2018-10-24
INVESCO P 2018-01-12 2018-11-20
INVESCO P 2018-08-27 2018-11-20
INVESCO P 2018-08-27 2018-11-20
UNIVERSAL DISPLAY CORP P 2018-05-30 2018-11-07
LOWES CO INC P 2018-02-05 2018-11-15
LOWES CO INC P 2018-02-08 2018-11-15
COMERICA INC P 2018-02-05 2018-11-21
COMERICA INC P 2018-02-05 2018-11-23
COMERICA INC P 2018-02-05 2018-11-26
FIRST TR VALUE LINE P 2018-01-03 2018-12-10
VANGUARD WORLD FUNDS INF TECH P 2018-06-01 2018-12-17
VANGUARD WORLD FUNDS INF TECH P 2018-06-01 2018-12-17
FEDEX CORP P 2018-02-05 2019-01-14
WESTERN DIGITAL CORP P 2018-05-25 2019-02-14
WESTERN DIGITAL CORP P 2018-05-29 2019-02-14
WESTERN DIGITAL CORP P 2018-07-30 2019-02-14
CHUBB LIMITED CO P 2018-02-27 2019-02-22
TAPESTRY INC P 2019-04-09 2019-04-22
TAPESTRY INC P 2019-04-10 2019-04-23
TAPESTRY INC P 2019-04-11 2019-04-23
HARDING LOEVNER FDS INC P 2018-01-03 2018-12-10
GOLDMAN SACHS EMERGING MARKETS EQUITY P 2017-12-12 2018-12-10
GOLDMAN SACHS EMERGING MARKETS EQUITY P 2017-12-12 2018-12-10
GOLDMAN SACHS EMERGING MARKETS EQUITY P 2017-12-26 2018-12-10
PRIMECAP ODYSSEY P 2018-05-22 2018-12-10
BOSTONPARTNERS LNG/SH EQ FND P 2017-12-15 2018-12-10
FIDELITY FUNDS TREASURY PORT P 2019-01-11 2019-03-26
COMCAST CORP P 2017-01-10 2018-05-24
COMCAST CORP P 2017-01-10 2018-05-24
COMCAST CORP P 2017-01-26 2018-05-24
COMCAST CORP P 2017-01-26 2018-05-24
COMCAST CORP P 2017-02-01 2018-05-24
COMCAST CORP P 2017-02-01 2018-05-24
COMCAST CORP P 2017-03-08 2018-05-24
COMCAST CORP P 2017-03-31 2018-05-24
ISHARES GOLD TRUST P 2017-09-26 2018-12-10
SELECT SECTOR SPDR TR-FINANCIAL P 2016-08-08 2018-12-18
EQUIFAX INC P 2018-02-05 2019-02-04
CHUBB LIMITED CO P 2018-02-05 2019-02-21
CHUBB LIMITED CO P 2018-02-05 2019-02-22
AMG FUNDS P 2014-11-19 2018-05-22
AMG FUNDS P 2014-11-19 2018-12-10
AMG FUNDS P 2014-12-29 2018-12-10
AMG FUNDS P 2014-12-29 2018-12-10
FIRST EAGLE FUNDS P 2014-11-19 2018-12-10
FIRST EAGLE FUNDS P 2017-09-26 2018-12-10
GOLDMAN SACHS EMERG MRK EQ P 2017-09-26 2018-12-10
BOSTONPARTNERS LNG/SH EQ FND P 2016-12-09 2018-12-10
BOSTONPARTNERS LNG/SH EQ FND P 2017-09-26 2018-12-10
FIDELITY FUNDS TREASURY PORT P 2018-01-12 2019-03-26
SCHWAB CHARLES 2.2% 7/25/18 P 2014-07-30 2018-06-25
AT&T INC 2.375% DUE 11/27/18 P 2014-09-08 2018-11-27
PROCTER & GMBL .502% 8/15/21 P 2014-10-28 2019-01-30
(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 11,339   9,691 1,648
b 23,319   19,798 3,521
c 3,887   3,211 676
d 26,492   26,011 481
e 13,246   13,043 203
13,900   11,565 2,335
9,849   8,368 1,481
10,700   10,017 683
8,565   7,765 800
8,772   7,513 1,259
57,172   55,060 2,112
20,866   19,606 1,260
9,642   9,223 419
5,194   4,902 292
12,969   12,254 715
2,566   2,410 156
10,130   8,553 1,577
4,460   3,883 577
4,459   3,883 576
13,214   11,889 1,325
4,460   3,421 1,039
9,701   7,131 2,570
6,562   4,754 1,808
4,887   3,883 1,004
5,419   4,734 685
8,105   6,461 1,644
5,280   4,869 411
5,311   4,869 442
11,902   11,337 565
32,812   30,556 2,256
12,192   11,821 371
10,725   9,517 1,208
6,426   3,083 3,343
1,752   803 949
3,115   1,376 1,739
2,726   1,288 1,438
13,825   6,020 7,805
22,173   19,104 3,069
11,702   10,469 1,233
8,529   7,021 1,508
2,866   2,528 338
14,085   13,624 461
21,074   19,478 1,596
12,569   10,878 1,691
12,044   5,327 6,717
11,628   5,402 6,226
12,667   6,210 6,457
4,343   3,230 1,113
18,618   11,028 7,590
8,038   6,471 1,567
9,413   6,241 3,172
17,316   12,941 4,375
16,900   13,700 3,200
6,456   5,420 1,036
15,586   15,129 457
399   389 10
34,660   34,400 260
13,108   12,594 514
2,114   2,031 83
5,127   4,770 357
23,261   21,233 2,028
20,664   17,743 2,921
13,772   14,058 -286
4,807   5,882 -1,075
2,400   2,941 -541
8,297   8,335 -38
9,223   9,238 -15
5,600   7,353 -1,753
3,360   4,324 -964
24,446   25,325 -879
121,358   124,355 -2,997
99,222   111,705 -12,483
111,747   127,848 -16,101
19,089   19,566 -477
15,452   17,405 -1,953
17,568   20,099 -2,531
19,595   20,216 -621
33,773   39,053 -5,280
5,254   6,083 -829
12,314   12,582 -268
2,320   2,504 -184
13,919   14,329 -410
9,955   11,560 -1,605
3,910   4,624 -714
15,971   18,496 -2,525
50,445   50,685 -240
113,763   124,963 -11,200
17,771   19,530 -1,759
12,894   18,994 -6,100
7,177   13,078 -5,901
4,785   8,663 -3,878
7,177   10,494 -3,317
6,731   7,261 -530
14,100   15,046 -946
7,646   8,333 -687
9,175   9,968 -793
53,322   62,200 -8,878
1,469   1,714 -245
462   540 -78
736   861 -125
45,794   50,300 -4,506
367   412 -45
499,993   500,007 -14
9,545   10,769 -1,224
9,545   10,769 -1,224
980   1,165 -185
980   1,165 -185
822   989 -167
822   989 -167
5,278   6,229 -951
4,773   5,680 -907
9,473   9,903 -430
13,327   13,329 -2
37,589   42,216 -4,627
13,462   14,960 -1,498
16,828   18,700 -1,872
14,100   18,613 -4,513
30,260   37,158 -6,898
15,193   17,835 -2,642
1,532   1,798 -266
52,969   55,721 -2,752
16,348   18,400 -2,052
24,870   29,387 -4,517
12,334   14,266 -1,932
8,900   10,000 -1,100
74,993   75,002 -9
25,000   25,353 -353
20,000   20,378 -378
15,006   15,045 -39
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       1,648
b       3,521
c       676
d       481
e       203
      2,335
      1,481
      683
      800
      1,259
      2,112
      1,260
      419
      292
      715
      156
      1,577
      577
      576
      1,325
      1,039
      2,570
      1,808
      1,004
      685
      1,644
      411
      442
      565
      2,256
      371
      1,208
      3,343
      949
      1,739
      1,438
      7,805
      3,069
      1,233
      1,508
      338
      461
      1,596
      1,691
      6,717
      6,226
      6,457
      1,113
      7,590
      1,567
      3,172
      4,375
      3,200
      1,036
      457
      10
      260
      514
      83
      357
      2,028
      2,921
      -286
      -1,075
      -541
      -38
      -15
      -1,753
      -964
      -879
      -2,997
      -12,483
      -16,101
      -477
      -1,953
      -2,531
      -621
      -5,280
      -829
      -268
      -184
      -410
      -1,605
      -714
      -2,525
      -240
      -11,200
      -1,759
      -6,100
      -5,901
      -3,878
      -3,317
      -530
      -946
      -687
      -793
      -8,878
      -245
      -78
      -125
      -4,506
      -45
      -14
      -1,224
      -1,224
      -185
      -185
      -167
      -167
      -951
      -907
      -430
      -2
      -4,627
      -1,498
      -1,872
      -4,513
      -6,898
      -2,642
      -266
      -2,752
      -2,052
      -4,517
      -1,932
      -1,100
      -9
      -353
      -378
      -39
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 -35,309
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 441,892 9,178,390 0.048145
2016 404,287 8,894,489 0.045454
2015 399,372 8,703,893 0.045884
2014 390,344 8,008,725 0.048740
2013 396,333 7,857,826 0.050438
2
Total of line 1, column (d) .....................
2
0.238661
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
0.047732
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,888,889
5
Multiply line 4 by line 3......................
5
519,748
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,783
7
Add lines 5 and 6........................
7
522,531
8
Enter qualifying distributions from Part XII, line 4,.............
8
439,630
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 5,565
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 5,565
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 5,565
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 6,500
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 10 935
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet935 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNV, CA
    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 .............
    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 ofbulletWILLIAM BANNERMAN FOUNDATION Telephone no.bullet (310) 273-9933

    Located atbullet9255 SUNSET BLVD SUITE 400W HOLLYWOODCA ZIP+4bullet90069
    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
     
     
    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
     
     
    .........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
     
     
    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
    ELLIOT PONCHICK PRESIDENT
    25.00     		40,000 0 0
    9255 SUNSET BLVD SUITE 400
    WEST HOLLYWOOD,CA90069
    JEFF PONCHICK TREASURER
    1.00     		0 0 0
    9255 SUNSET BLVD SUITE 400
    WEST HOLLYWOOD,CA90069
    ELIZABETH T PONCHICK VICE-PRESIDENT/SECRETARY
    1.00     		0 0 0
    9255 SUNSET BLVD SUITE 400
    WEST HOLLYWOOD,CA90069
    WILL FROST DIRECTOR
    1.00     		0 0 0
    9255 SUNSET BLVD SUITE 400
    WEST HOLLYWOOD,CA90069
    MARK EIDUSON DIRECTOR
    1.00     		0 0 0
    9255 SUNSET BLVD SUITE 400
    WEST HOLLYWOOD,CA90069
    LAURA PONCHICK DIRECTOR
    1.00     		0 0 0
    9255 SUNSET BLVD SUITE 400
    WEST HOLLYWOOD,CA90069
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    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
    4,726,838
    b
    Average of monthly cash balances.......................
    1b
    618,225
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,709,647
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,054,710
    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
    11,054,710
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    165,821
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,888,889
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    544,444
    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
    544,444
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    5,565
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,565
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    538,879
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    538,879
    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
    538,879
    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
    439,630
    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
    439,630
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    439,630
    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 7 538,879
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 346,215
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 439,630
    a Applied to 2017, but not more than line 2a 346,215
    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..... 93,415
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		445,464
    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) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    ELLIOT PONCHICK
    9255 SUNSET BLVD SUITE 400
    WEST HOLLYWOOD,CA90069
    (310) 273-9933
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED IN WRITING, TWO PAGES OR LESS. ALL APPLICATIONS MUST CONTAIN A BRIEF DESCRIPTION OF THE ORGANIZATION AND ITS MISSION, A GRANT PURPOSE STATEMENT (I.E., A DESCRIPTION OF THE PROGRAM FOR WHICH THE GRANT IS BEING REQUESTED AND THE NEED OR PROBLEM ADDRESSED BY THE PROGRAM). THE APPLICANT MUST SUBMIT COPIES OF THE ORGANIZATION'S IRS DETERMINATION LETTER OF 501(C)(3) STATUS AND ANY STATE DOCUMENTATION OF EXEMPT STATUS. APPLICANT SHOULD BE PREPARED TO SUMBIT BUDGET SUMMARIES AND RELATED FINANCIAL RECORDS IF REQUESTED.
    cAny submission deadlines:
    ALL APPLICATIONS SHOULD BE SUBMITTED BY OCTOBER 31ST OF EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION'S PRINCIPAL FUNDING AREAS ARE: EDUCATION (KINDERGARTEN THROUGH 12TH GRADE), WOMEN & CHILDREN, AND THE ENVIRONMENT. THE FOUNDATION'S GEOGRAPHICAL FUNDING AREA IS LIMITED TO LOS ANGELES COUNTY, WITH THE EXCEPTION OF ENVIRONMENTAL GRANTS AND OTHER SPECIFIC NEED GRANTS AS DETERMINED APPROPRIATE BY THE BOARD. ORGANIZATIONS BASED OUTSIDE THE COUNTY WILL BE CONSIDERED, BUT ONLY IF THEIR PROGRAM(S) PROVIDE SERVICES WITHIN THE LOS ANGELES COUNTY AREA.
    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
    826 LA
    1714 W SUNSET BLVD
    LOS ANGELES,CA90026     		NONE PC TUTORING AND STUDY AIDS FOR STUDENTS 10,000
    ARTS HIGH FOUNDATION
    1149 SO HILL ST STE H-100
    LOS ANGELES,CA90015     		NONE PC LA H.S. FOR THE ARTS CAPITAL CAMPAIGN 25,000
    CAESURA YOUTH ORCHESTRA
    8548 WYNGATE ST
    SUNLAND,CA91040     		NONE PC MUSIC EDUCATION 2,500
    HARMONY PROJECT
    4322 WILSHIRE BLVD SUITE 101
    LOS ANGELES,CA90010     		NONE PC MUSIC AND ACADEMIC PROGRAMS 17,500
    HIGH TECH-LA
    17111 VICTORY BLVD
    LAKE BALBOA,CA91406     		NONE PC CAPITAL CAMPAIGN FOR MIDDLE SCHL 100,000
    JAMES FOSHAY LEARNING CENTER
    3751 S HARVARD BLVD
    LOS ANGELES,CA90018     		NONE PC FIRST ROBOTICS 2,500
    MARLBOROUGH SCHOOL
    250 SOUTH ROSSMORE AVE
    LOS ANGELES,CA90004     		NONE PC EDUCATIONAL PGMS. 2,500
    PBS SOCAL
    3080 BRISTOL ST SUITE 400
    COSTA MESA,CA92626     		NONE PC CHILDRENS EDUCATIONAL PROGRAMS 7,500
    SATURDAY NIGHT BATH CONCERT FUND
    4558 WEST 153RD PLACE
    LAWNDALE,CA90260     		NONE PC MUSIC PERFORMANCES AT SCHOOLS 500
    SCHOOL ON WHEELS
    PO BOX 23371
    VENTURA,CA93002     		NONE PC HOMELESS CHILDREN EDUC PGMS 2,500
    SKEPTICS SOCIETY
    PO BOX 338
    ALTADENA,CA91001     		NONE PC SCIENCE EDUCATION 1,000
    SKIRBALL CULTURAL CENTER
    2701 NORTH SEPULVEDA BLVD
    LOS ANGELES,CA90049     		NONE PC RBG EXHIBITION 2,500
    THE PLATO SOCIETY OF LA
    1083 GAYLEY AVE 2ND FLOOR
    LOS ANGELES,CA90024     		NONE PC CONTINUING EDUCATION PGMS. 2,500
    CA NATIVE PLANT SOCIETY
    2707 K STREET SUITE 1
    SACRAMENTO,CA95816     		NONE PC PROTECT NATIVE SPECIES 7,000
    CALIFORNIA STATE PARKS FDN
    33 NEW MONTGOMERY ST SUITE 520
    SAN FRANCISCO,CA94105     		NONE PC SUPPORT OF PARKS, VOLUNTEER PRGMS 1,000
    CENTER FOR BIOLOGICAL DIVERSITY
    PO BOX 710
    TUCSON,AZ85702     		NONE PC CLEAN WATER & SPECIES PROTECTION 15,000
    COOK INLETKEEPER
    3734 BEN WALTERS LANE
    HOMER,AK99603     		NONE PC ENVIRO & WILD SALMON MONITORING 2,500
    GRID ALTERNATIVES
    1338 SOUTH FLOWER STREET
    LOS ANGELES,CA90015     		NONE PC SOLAR ELECTRIC INSTALLATIONS 10,000
    INTERNATIONAL BIRD RESCUE
    PO BOX 2171
    LONG BEACH,CA90801     		NONE PC RESCUE & REHABILITATE SHOREBIRDS 10,000
    LA WATERKEEPER
    120 BROADWAY SUITE 105
    SANTA MONICA,CA90401     		NONE PC POLLUTION PREVENT., HEALTHY HABITATS 10,000
    MONO LAKE COMMITTEE
    PO BOX 29
    LEE VINING,CA93541     		NONE PC EDUCATION OUTREACH PGMS. 2,000
    NRDC
    1314 SECOND STREET
    SANTA MONICA,CA90401     		NONE PC CLEAN AIR ACTION PLAN 10,000
    TRUSTEES FOR ALASKA
    1026 W FOURTH AVENUE SUITE 201
    ANCHORAGE,AK99501     		NONE PC ENVIRONMENTAL PROTECTIONS IN AK 15,000
    WILDAID
    333 PINE STREET SUITE 300
    SAN FRANCISCO,CA94104     		NONE PC SHARK & RHINO PROTECTION 10,000
    ANIMAL DEFENDERS INTERNATIONAL
    6100 WILSHIRE BLVD SUITE 1150
    LOS ANGELES,CA90048     		NONE PC PROTECT CIRCUS ANIMALS 2,500
    EPILEPSY FOUNDATION OF GREATER LA
    5777 WEST CENTURY BLVD
    LOS ANGELES,CA90045     		NONE PC CARE & EDUCATION PGMS. 1,000
    KPCC FM 893
    474 S RAYMOND AVE
    PASADENA,CA91105     		NONE PC TALK RADIO/CURRENT AFFAIRS 1,000
    SURGICAL ONCOLOGY ED & RESEARCH FUND
    8700 BEVERLY BLVD
    LOS ANGELES,CA90048     		NONE PC MULTIPLE SARCOMA RESEARCH 1,000
    ALISA ANN RUCH BURN FOUNDATION
    50 N HILL AVE
    PASADENA,CA91106     		NONE PC SUMMER CAMP FOR YOUNG BURN VICTIMS 2,500
    BLACK WOMEN FOR WELLNESS
    PO BOX 292516
    LOS ANGELES,CA90029     		NONE PC HEALTH & WELLNESS PGMS. 2,000
    CA PARTNERSHIP TO END DOMESTIC VIOLENCE
    1107 9TH STREET SUITE 910
    SACRAMENTO,CA95814     		NONE PC POLICY AND OUTREACH PROGRAMS 2,500
    CALIFORNIA WOMEN'S LAW CENTER
    360 NORTH PACIFIC COAST HWY SUITE
    2070
    EL SEGUNDO,CA90245     		NONE PC TEEN DATING VIOLENCE PREVENTION 2,500
    ECHOES OF HOPE
    555 N NASH STREET
    EL SEGUNDO,CA90245     		NONE PC HELPING EMANCIPATED FOSTER YOUTH 2,500
    FOOD ON FOOT
    9663 SANTA MONICA BLVD 743
    BEVERLY HILLS,CA90210     		NONE PC FOOD DISTRIBUTION & WORK FOR FOOD 1,500
    FRIENDS OF THE FAMILY
    16861 PARTHENIA STREET
    NORTHRIDGE,CA91343     		NONE PC CHILD & YOUTH DEVELOPMENT PGMS. 2,000
    GIRLS INC
    9800 S LA CIENEGA BLVD SUITE 410
    INGLEWOOD,CA90301     		NONE PC STEM EDUCATION 7,000
    HELEN KELLER INTERNATIONAL
    ONE DAG HAMMARSKJOLD PLAZA FLOOR 2
    NEW YORK,NY10017     		NONE PC CHILD SIGHT L.A. 15,000
    JOURNEY OUT
    7136 HASKELL AVE SUITE 125
    VAN NUYS,CA91406     		NONE PC HUMAN TRAFFICKING PREVENTION 10,000
    JVS SOCAL
    6505 WILSHIRE BLVD SUITE 200
    LOS ANGELES,CA90048     		NONE PC WOMEN'S EMPOWERMENT FUND 15,000
    LIFT LOUISIANA
    PO BOX 792063
    NEW ORLEANS,LA70179     		NONE PC HEALTH & WELL BEING OF WOMEN 1,000
    PROJECT ANGEL FOOD
    922 VINE STREET
    LOS ANGELES,CA90038     		NONE PC FEEDING PROGRAMS FOR ILL PEOPLE 2,000
    YOUTH POLICY INSTITUTE
    6464 SUNSET BLVD SUITE 650
    LOS ANGELES,CA90028     		NONE PC GIRLS & GANGS 10,000
    Total .................................bullet 3a 350,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 4,071  
    4 Dividends and interest from securities....     14 76,256  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 246,404  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -35,309  
    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).. 0 291,422 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    291,422
    (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 WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,972 5,486   5,486
    TAX PREPARATION FEE 3,000 0   3,000

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

    TY 2018 DepreciationSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    ALWOOD - LAND 1987-03-31 85,000   L   0 0    
    ALWOOD - BUILDING 1989-09-30 340,000 340,000 SL 27.500000000000 0 0    
    ALWOOD - ROOF 1993-11-22 5,410 4,817 SL 27.500000000000 197 197    
    12181 PEACOCK - LAND 1987-03-31 129,000   L   0 0    
    12181 PEACOCK - BUILDING 1988-03-31 301,000 301,000 SL 27.500000000000 0 0    
    12181 PEACOCK - REPIPE 1990-11-01 9,800 9,790 SL 27.500000000000 0 0    
    12181 PEACOCK - ROOF 1998-01-31 7,632 5,633 SL 27.500000000000 278 278    
    12201 PEACOCK - LAND 1987-03-31 130,500   L   0 0    
    12201 PEACOCK - BUILDING 1988-03-31 304,500 304,500 SL 27.500000000000 0 0    
    12201 PEACOCK - PLUMBING 1987-05-01 12,878 12,878 SL 27.500000000000 0 0    
    12201 PEACOCK - ROOF REPAIRS 1994-01-04 900 801 SL 27.500000000000 33 33    
    12201 PEACOCK - ROOF 1998-01-21 7,352 5,419 SL 27.500000000000 267 267    

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 489,904 490,110

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS - VARIOUS 2,387,884 3,044,418

    TY 2018 InvestmentsLandSchedule2
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    ALWOOD - LAND 85,000 0 85,000  
    ALWOOD - BUILDING 340,000 340,000 0  
    ALWOOD - ROOF 5,410 5,014 396  
    12181 PEACOCK - LAND 129,000 0 129,000  
    12181 PEACOCK - BUILDING 301,000 301,000 0  
    12181 PEACOCK - REPIPE 9,800 9,790 10  
    12181 PEACOCK - ROOF 7,632 5,911 1,721  
    12201 PEACOCK - LAND 130,500 0 130,500  
    12201 PEACOCK - BUILDING 304,500 304,500 0  
    12201 PEACOCK - PLUMBING 12,878 12,878 0  
    12201 PEACOCK - ROOF REPAIRS 900 834 66  
    12201 PEACOCK - ROOF 7,352 5,686 1,666  

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 742,861 742,851

    TY 2018 OtherAssetsSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER DEPOSITS 2,223 2,223 2,223


    TY 2018 OtherExpensesSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 1,907 0   1,907
    INSURANCE 375 38   337
    OFFICE SUPP/PHONE/MISC 4,178 247   3,931
    PARKING 4,000 0   4,000
    RENTAL: PROPERTY TAXES 26,739 26,739   0
    RENTAL: MANAGEMENT FEES 38,163 38,163   0
    RENTAL: REPAIRS & MAINTENANCE 75,418 75,418   0
    RENTAL: UTILITIES 20,073 20,073   0
    RENTAL: MISC EXP 4,525 4,525   0
    RENTAL: SUPPLIES & POSTAGE 194 194   0
    RENTAL: INSURANCE 7,589 7,589   0


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS 35,890 33,400


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 34,914 34,914   0


    TY 2018 TaxesSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 3,172 317   2,855
    ATTY GENERAL FILING FEE 260 0   0
    FTB FILING FEE 10 0   0
    IRS EXCISE TAX 7,024 0   0
    OTHER TAX/LICENSE 75 0   0
    FOREIGN TAXES PAID 34 34   0
    PROPERTY TAXES 69 0   69