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 01-01-2018 , and ending 12-31-2018
Name of foundation
A-MARK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)233 WILSHIRE BOULEVARD SUITE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA MONICA, CA90401
A Employer identification number

95-4621496
B Telephone number (see instructions)

(310) 587-1447
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$13,934,735J 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 233,384 233,384  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
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........ 233,384 233,384  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 37,242 0   0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 419,612 419,612   0
b Accounting fees (attach schedule)....... Click to see attachment 9,900 0   0
c Other professional fees (attach schedule).... Click to see attachment 46,800 0   46,418
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,358 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 58 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 47,386 0   3,433
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 573,356 419,612   49,851
25 Contributions, gifts, grants paid....... 417,350 417,350
26 Total expenses and disbursements. Add lines 24 and 25 990,706 419,612   467,201
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -757,322
b Net investment income (if negative, enter -0-) 0
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............. 38,477 239,156 239,156
2 Savings and temporary cash investments......... 3,199,774 11,621 11,621
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 915,940 Click to see attachment1,120,977 1,120,977
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).......... 10,805,356 Click to see attachment12,554,478 12,554,478
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment36,409 Click to see attachment8,503 Click to see attachment8,503
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,995,956 13,934,735 13,934,735
Liabilities 17 Accounts payable and accrued expenses.......... 11,236 5,855
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 11,236 5,855
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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 14,984,720 13,928,880
30 Total net assets or fund balances (see instructions)..... 14,984,720 13,928,880
31 Total liabilities and net assets/fund balances (see instructions). 14,995,956 13,934,735
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
14,984,720
2
Enter amount from Part I, line 27a .....................
2
-757,322
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,227,398
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
298,518
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
13,928,880
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
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 571,715 12,644,719 0.045214
2016 419,916 7,932,168 0.052938
2015 782,145 8,055,741 0.097092
2014 760,396 8,604,525 0.088372
2013 319,088 8,390,542 0.038029
2
Total of line 1, column (d) .....................
2
0.321645
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
0.064329
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
14,228,160
5
Multiply line 4 by line 3......................
5
915,283
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
915,283
8
Enter qualifying distributions from Part XII, line 4,.............
8
467,201
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 0
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 0
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 0
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 7,497
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 7,497
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 7,497
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet7,497 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletWWW.AMARKFOUNDATION.ORG
    14
    The books are in care ofbulletROBERT FRCEK Telephone no.bullet (310) 587-1447

    Located atbullet233 WILSHIRE BLVD SUITE 200SANTA MONICACA ZIP+4bullet90401
    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
    STEVEN MARKOFF PRESIDENT
    2.00     		0 0 0
    233 WILSHIRE BLVD SUITE 200
    SANTA MONICA,CA90401
    ROBERT FRCEK CFO & SECRETARY
    2.00     		0 0 0
    233 WILSHIRE BLVD SUITE 200
    SANTA MONICA,CA90401
    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 GRANT MAKING TO TAX-EXEMPT ORGANIZATIONS . TOTAL OF 49 CONTRIBUTIONS MADE DURING 2018. 349,750
    2 NONPARTISAN RESEARCH REGARDING VARIOUS TOPICS OF PUBLIC INTEREST AND PROVIDING THE INFORMATION TO THE PUBLIC, OFTEN IN A SEARCHABLE DATABASE FORMAT. DATABASE TOPICS INCLUDED 9/11, OFFICIAL ANTI-SEMITIC ACTS, 2ND AMENDMENT AND RALPH NADER REPORT PROJECTS. 39,253
    3 GRANTS TO INDIVIDUAL TO SUPPORT HIS BOOK ABOUT NUCLEAR DETERRENCE TITLED "TRUMP UNIVERSITY" 25,000
    4 GRANT TO INDIVIDUAL TO SUPPORT HER RESEARCH PROJECT TITLED "PALAU" 23,500
    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
    8,852,454
    b
    Average of monthly cash balances.......................
    1b
    417,716
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,174,662
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,444,832
    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
    14,444,832
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    216,672
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,228,160
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    711,408
    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
    711,408
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    711,408
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    711,408
    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
    711,408
    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
    467,201
    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
    467,201
    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
    467,201
    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 7 711,408
    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......  
    b From 2014...... 281,675
    c From 2015...... 381,520
    d From 2016...... 23,644
    e From 2017......  
    fTotal of lines 3a through e........ 686,839
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 467,201
    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..... 467,201
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 244,207 244,207
    (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 5 442,632
    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) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		442,632
    10 Analysis of line 9:
    a Excess from 2014.... 37,468
    b Excess from 2015.... 381,520
    c Excess from 2016.... 23,644
    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).)
    STEVEN MARKOFF
    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
    RAKE RANDOM ACTS OF KINDNESS EVERYWHERE
    2400 SUPERIOR ROAD EAST UNIT 209
    CLEVELAND,OH44202     		NONE PC SPONSORSHIP OF CHARITY GOLF TOURNAMENT 4,000
    ACLU FOUNDATION OF SOUTHERN CALIFORNIA
    1313 W 8TH STREET
    LOS ANGELES,CA90017     		NONE PC DEFEND THE FUNDAMENTAL RIGHTS IN THE UNITED STATES CONSTITUTION & BILL OF RIGHTS IN SOUTHERN CA 25,000
    WILLIAM LOBDELL
    17 CANYON CREST DRIVE
    CORONA DEL MAR,CA92625     		NONE INDIVIDUAL TRUMP UNIVERSITY BOOK GRANT #1 25,000
    KERN HEAVY RESCUE ATTN BRIAN GADDID
    5642 VICTOR STREET
    BAKERSFIELD,CA93308     		NONE PC SPECIALITY EMERGENCY VEHICLES/FIREFIGHTING APPARATUS 5,000
    CALIFORNIA WILDLIFE CENTER
    PO BOX 2022
    MALIBU,CA90265     		NONE PC PROVIDE MEDICAL CARE AND TREATMENT TO NATIVE ANIMALS 1,000
    VOTE USA INC DBA VOTE-USAORG - ATTN RONALD KAHLOW
    1457 PARK GARDEN LANE
    RESTON,VA20194     		NONE PC VOTE-USA.ORG PROJECT IMPROVEMENT DONATION 50,000
    ALEX HATTORI
    22609 EASTWOOD STREET
    TORRANCE,CA90505     		NONE INDIVIDUAL DONATION FOR COMMUNITY OUTREACH IN HELPING KIDS LEARN ANOTHER SKILL 3,000
    NUUI CUNNI CULTURAL CENTER
    2600 HIGHWAY 155
    LAKE ISABELLA,CA93240     		NONE PC IMPROVE THE CULTURAL CENTER 2,500
    DAVID P BARASH PHD
    20006 NE 116TH STREET
    REDMOND,WA98053     		NONE INDIVIDUAL FOR A BOOK ABOUT NUCLEAR DETERRENCE TITLED THE NAKED EMPEROR 7,500
    JUDITH EVE LIPTON MD
    20006 NE 116TH STREET
    REDMOND,WA98053     		NONE INDIVIDUAL FOR A BOOK ABOUT NUCLEAR DETERRENCE TITLED THE NAKED EMPEROR 7,500
    LOS ANGELES JR KINGS
    555 N NASH STREET
    EL SEGUNDO,CA90245     		NONE PC SPONSORSHIP OF CHARITY GOLF TOURNAMENT 1,750
    DR ANNETTE KUHLEM - UNIVERSITY OF K
    OLSHAUSENSTRASSE 40
    KIEL    
    GM     		NONE INDIVIDUAL PALAU RESEARCH PROJECT 23,500
    COUPLES AGAINST LEUKEMIA CO JUDY RIFKIN
    29630 RIDGEWAY DRIVE
    AGOURA HILLS,CA91301     		NONE PC RESEARCH FOR CURES FOR LEUKEMIA 5,000
    CHIEF TOBIKO - JOSIAH MESIYIO PETER
    NAIROBI - NAMANGA
    KAJIADO    
    KE     		NONE INDIVIDUAL AMBOSELLI SCHOOL OF KENYA- DONATION TO BUY DESKS FOR ONE CLASS 500
    PROCONORG
    233 WILSHIRE BLVD 200
    SANTA MONICA,CA90401     		NONE PC SUPPORTING ANNUAL BUDGET 75,000
    CHAROLETTE DENNETT ATTORNEY AT LAW
    127 CLAIRE POINT ROAD
    BURLINGTON,VT054081320     		NONE INDIVIDUAL RESEARCH FOR THE PEOPLE VS BUSH BOOK 250
    CHIEF TOBIKO - JOSIAH MESIYIO PETER
    NAIROBI - NAMANGA
    KAJIADO    
    KE     		NONE INDIVIDUAL AMBOSELLI SCHOOL OF KENYA - DONATION TO PURCHASE A BULL FOR CLASS HOLIDAY PARTY 350
    VOTE USA INC DBA VOTE-USAORG - ATTN RONALD KAHLOW
    1457 PARK GARDEN LANE
    RESTON,VA20194     		NONE PC VOTE-USA.ORG PROJECT IMPROVEMENT DONATION 15,000
    CONSERVATION INTERNATIONAL
    1411 4TH AVENUE SUITE 1100
    SEATTLE,WA98101     		NONE PC CONSERVATION WORK 5,000
    GEOEX FOUNDATION
    1008 GENERAL KENNEDY AVENUE
    SAN FRANCISCO,CA94129     		NONE PC PROVIDED THE FUNDS TO MARIN COMMUNITY FOUNDATION TO DISTRIBUTE THESE FUNDS TO A QUALIFIED CHARITY 2,500
    HUMAN RIGHTS WATCH INC
    350 FIFTH AVENUE 34TH FLOOR
    NEW YORK,NY101183299     		NONE PC INVESTIGATE HUMAN RIGHTS, EXPOSE THE FACTS WIDELY AND ADVOCATE FOR RIGHTS-RESPECTING CHANGE 10,000
    THE WENDE MUSEUM
    10808 CULVER BLVD
    CULVER CITY,CA90230     		NONE PC SUPPORT THE ANNUAL FUND FOR THE MUSEUM'S COLLECTIONS FROM THE COLD WAR ERA 5,000
    NETROOTS FOUNDATION
    4741 CENTRAL STREET 377
    KANSAS CITY,MO64112     		NONE PC HELP RECONNECT THE HOMELESS WITH HEIR FAMILY MEMBERS (OFTEN TRACKING DOWN ESTRANGED FAMILY WHO CAN HELP THEM) 12,500
    UASPIRE BAY AREA
    180 GRAND AVENUE SUITE 810
    OAKLAND,CA94612     		NONE PC TO ENSURE YOUNG PEOPLE HAVE THE FINANCIAL INFORMATION AND RESOURCES NECESSARY TO FIND AN AFFORDABLE PATH TO AND THROUGH COLLEGE. 22,500
    FAMILY DOG & PUPPY RESCUE
    PO BOX 40177
    SAN FRANCISCO,CA941400177     		NONE PC TO PROVIDE CARE, SHELTER, AND NEEDED MEDICAL SERVICES TO RESCUED DOGS AND FACILITATE THEIR ADOPTION INTO PERMANENT HOMES. 15,000
    SPECIAL OLYMPICS IDAHO
    199 E 52ND STREET
    GARDEN CITY,ID83714     		NONE PC TO PROVIDE SPORTS TRAINING & ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN & ADULTS WITH INTELLECTUAL DISABILITIES 3,000
    IDAHO STATE HISTORICAL SOCIETY
    2205 E OLD PENITENTIARY ROAD
    BOISE,ID83712     		NONE PC PROVIDES ACCESS TO IRREPLACEABLE STATE OWNED HISTORIC COLLECTIONS. 2,500
    RONALD MCDONALD HOUSE CHARITIES OF IDAHO
    101 WARM SPRINGS AVENUE
    BOISE,ID83712     		NONE PC TO PROVIDE A PLACE TO REST AND REFRESH AND CARES FOR THE FAMILY WHEN THEIR CHILD FACES A MEDICAL CRISIS 5,000
    IDAHO HUMANE SOCIETY
    4775 DORMAN STREET
    BOISE,ID83705     		NONE PC TO THE CONSTRUCTION OF A NEW IDAHO HUMANE SOCIETY ANIMAL CARE CENTER 2,500
    MKNC - MORRISON-KNUDSEN NATURE CENTER
    600 SOUTH WALNUT
    BOISE,ID83712     		NONE PC PROVIDES A GLIMPSE OF IDAHO'S MANY LANDSCAPES AND ABUNDANT WILDLIFE 2,500
    WOMEN'S AND CHILDREN'S ALLIANCE
    720 W WASHINGTON
    BOISE,ID83702     		NONE PC TO HELP YOUNG WOMEN FIND SAFE PLACES TO LIVE AS THEY CAME TO THE "BIG CITY" IN SEARCH OF JOBS 2,500
    BIG BROTHERS BIG SISTERS OF SOUTHWEST IDAHO
    110 N 27TH STREET
    BOISE,ID83702     		NONE PC TO PROVIDE CHILDREN FACING ADVERSITY WITH ONE-TO-ONE RELATIONSHIPS 2,500
    THE FIRST TEE OF IDAHO
    172 S ACADEMY AVE SUITE 160
    EAGLE,ID83616     		NONE PC PROGRAMS TO EMPHASIZE FAMILY VALUES AND UNDERSTANDING OF HOW GIVING TO OTHERS BENEFITS THE COMMUNITY 10,000
    IDAHO BOTANICAL GARDENS
    2355 OLD PENITENTIARY ROAD
    BOISE,ID83712     		NONE PC TO DEVELOP A BOTANICAL GARDEN ON A 42-ACRE SITE OF OLD PRISON GROUNDS 2,500
    CHILDREN'S HOME SOCIETY OF IDAHO
    740 WARM SPRINGS AVENUE
    BOISE,ID83712     		NONE PC IMPROVE THE LIVES OF CHILDREN IN THE BOISE COMMUNITY 5,000
    BOYS AND GIRLS CLUB OF ADA COUNTY
    610 E 42ND STREET
    GARDEN CITY,ID83714     		NONE PC TO PROVIDE A PLACE WHERE KIDS CAN GO AFTER SCHOOL AND IN THE SUMMER TO FEEL SAFE AND CONNECTED 2,500
    CHARITABLE ASSISTANCE TO COMMUNITY'S HOMELESS
    503 S AMERICANA BLVD
    BOISE,ID83702     		NONE PC HELPS FAMILIES WITH CHILDREN GET BACK ON THEIR FEET 2,500
    CALIFORNIA STATE PARKS FOUNDATION
    PO BOX 398588
    SAN FRANCISCO,CA941398588     		NONE PC TO PROTECTING, IMPROVING, AND ADVOCATING FOR ALL OF CALIFORNIA'S STATE PARKS 500
    SANTA MONICA ARTS PARENTS ASSOC
    601 PICO BLVD
    SANTA MONICA,CA90405     		NONE PC TO PROVIDE INSTRUMENT REPAIRS, COMPETITION FEES, TRAVEL EXPENSES AND OTHER EQUIPMENT TO THE BANDS 5,000
    SANTA MONICA EDUCATION FOUNDATION
    1645 16TH STREET
    SANTA MONICA,CA90404     		NONE PC TO ENHANCE AND SUPPLEMENT THE CURRICULUM OF THE SANTA MONICA-MALIBU UNIFIED SCHOOL DISTRICT 5,000
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC200906749     		NONE PC TO FEED AMERICA'S HUNGRY 5,000
    FEED THE CHILDREN
    PO BOX 36
    OKLAHOMA CITY,OK731010036     		NONE PC TO END CHILDHOOD HUNGER 5,000
    MAKE-A-WISH FOUNDATION OF AMERICA
    4742 NORTH 24TH STREET 400
    PHOENIX,AZ85016     		NONE PC MAKES LIFE BETTER FOR KIDS WITH LIFE-THREATENING MEDICAL CONDITIONS 5,000
    COMMON SENSE ATTN DEVELOPMENT DEPT
    650 TOWNSEND ST SUITE 435
    SAN FRANCISCO,CA94103     		NONE PC HELPING KIDS THRIVE IN THE WORLD OF MEDIA AND TECHNOLOGY 5,000
    OPERATION SMILE
    3641 FACULTY BLVD
    VIRGINIA BEACH,VA23453     		NONE PC PROVIDES FREE SURGERIES FOR CHILDREN & YOUNG ADULTS IN DEVELOPING COUNTRIES BORN WITH CLEFT LIP OR OTHER FACIAL DEFORMITIES 5,000
    HIAS
    1300 SPRING STREET SUITE 500
    SILVER SPRING,MD20910     		NONE PC RESCUE PEOPLE WHOSE LIVES ARE IN DANGER FOR BEING WHO THEY ARE 1,000
    THE UN REFUGEE AGENCY
    1800 MASSACHUSETTS AVE NW SUITE 500
    WASHINGTON,DC20036     		NONE PC TO SAVING LIVES, PROTECTING RIGHTS AND BUILDING A BETTER FUTURE FOR REFUGEES, FORCIBLY DISPLACED COMMUNITIES AND STATELESS PEOPLE 1,000
    WORLD FOOD PROGRAM USA
    1725 EYE STREET NW SUITE 510
    WASHINGTON,DC20006     		NONE PC TO END GLOBAL HUNGER 1,000
    HUMAN RIGHTS WATCH INC
    350 FIFTH AVENUE 34TH FLOOR
    NEW YORK,NY101183299     		NONE PC INVESTIGATE HUMAN RIGHTS, EXPOSE THE FACTS WIDELY AND ADVOCATE FOR RIGHTS-RESPECTING CHANGE 1,000
    UNICEF USA
    125 MAIDEN LANE
    NEW YORK,NY10038     		NONE PC TO HELP SAVE CHILDRENS LIVES BY PROVIDING HEALTH CARE AND IMMUNIZATIONS, CLEAN WATER AND SANITATION, NUTRITION AND EDUCATION 1,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    PO BOX 50
    MEMPHIS,TN381019929     		NONE PC TO ADVANCE CURES, AND MEANS OF PREVENTION FOR PEDIACTRIC CATASTROPHC DISEASES THROUGH RESEARCH AND TREATMENT 1,000
    LOS ANGELES MISSION
    PO BOX 60127
    LOS ANGELES,CA900600127     		NONE PC SERVES THE IMMEDIATE AND LONG TERM NEEDS OF HOMELESS AND DISADVANTAGED MEN 1,000
    MEALS ON WHEELS WEST
    1823-A MICHIGAN AVENUE
    SANTA MONICA,CA90404     		NONE PC TO ELIMINATE HUNGER AND ISOLATION AND FOSTER INDEPENDENCE SO NO SENIOR GOES HUNGRY 2,500
    INTERNATIONAL RESCUE COMMITTEE
    PO BOX 6068
    ALBERT LEA,MN560079847     		NONE PC DELIVERS LIFESAVING CARE TO PEOPLE FLEEING CONFLICT AND NATURAL DISASTER 2,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825     		NONE PC PROMOTES CHILDREN'S RIGHTS, PROVIDES RELIEF AND HELPS SUPPORT CHILDREN IN DEVELOPING COUNTRIES. 1,000
    MERCY CORPS
    PO BOX 2669 DEPT W
    PORTLAND,OR972082669     		NONE PC TO ALLEVIATE SUFFERING, POVERTY, AND OPPRESSION BY HELPING PEOPLE BUILD SECURE, PRODUCTIVE COMMUNITIES 1,000
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON ROAD
    KANAB,UT84741     		NONE PC TO BRING ABOUT A TIME WHEN THERE ARE NO MORE HOMELESS PETS 1,000
    Total .................................bullet 3a 417,350
    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 ...........     		    14 233,384  
    4 Dividends and interest from securities....          
    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.....     14    
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    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).. 0 233,384 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    233,384
    (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:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEES 9,900 0   0

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Name of Stock End of Year Book Value End of Year Fair Market Value
    4,500 SHARES CHARLES SCHWAB 52,695 52,695
    10,000 SHARES FORD MOTOR CO 18,800 18,800
    1,500 SHARES GENERAL ELECTRIC CO 23,055 23,055
    5,000 SHARES JP MOGAN CHASE 162,200 162,200
    1,436 SHARES FACEBOOK 253,735 253,735
    296 SHARES FACEBOOK 49,992 49,992
    1,000 SHARES FACEBOOK 126,554 126,554
    UNREALIZED GAIN (LOSS) - SECURITIES 433,946 433,946

    TY 2018 InvestmentsOtherSchedule2
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LOAN INVESTMENTS - ROBIN HURSH AT COST 1,000,000 1,000,000
    INVESTMENT IN CERTIFICATE OF DEPOSITS AT COST 7,388,320 7,388,320
    INVESTMENT IN DOMUS US AT COST 1,500,000 1,500,000
    INVESTMENT IN CIVANA CAREFREE AT COST 1,119,658 1,119,658
    INVESTMENT IN SILVER BULLION (100K OZ.) AT COST 1,546,500 1,546,500

    TY 2018 LegalFeesSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES RELATED TO LAWSUIT & APPEAL RE. RIGHTS UNDER DONATED CONTRACT 419,612 419,612   0


    TY 2018 OtherAssetsSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE ON LOAN INVESTMENT 36,409 8,503 8,503


    TY 2018 OtherDecreasesSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Description Amount
    UNREALIZED GAIN (LOSS) - SECURITIES-CURRENT YEAR NET CHANGE 298,518


    TY 2018 OtherExpensesSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 872 0   0
    BANK CHARGES 155 0   0
    BOOKS, MAGAZINES & NEWSPAPERS 3,433 0   3,433
    COMPUTER EXPENSES 715 0   0
    INSURANCE 1,634 0   0
    OFFICE EXPENSES 13 0   0
    POSTAGE AND COURIER 1,047 0   0
    NONPARTISAN RESEARCH PROJECTS 39,253 0   0
    CONTRACT LABOR 258 0   0
    PARKING 6 0   0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 46,800 0   46,418


    TY 2018 TaxesSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL RRF-1 FILING FEE 150 0   0
    CA FORM 199 ANNUAL FEE 10 0   0
    BUSINESS LICENSE 4 0   0
    RECORDING FEES 194 0   0
    FEDERAL ESTIMATED TAX 12,000 0   0