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

31-6018432
B Telephone number (see instructions)

(310) 246-6707
C bullet
G Check all that apply:

D 1. 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$15,236,421J 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 5,833 5,833  
4 Dividends and interest from securities... 397,986 397,986  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 522,570
b Gross sales price for all assets on line 6a 5,695,313
7 Capital gain net income (from Part IV, line 2)... 522,570
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 378 378  
12 Total. Add lines 1 through 11........ 926,767 926,767  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 130,000 65,000   65,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 5,254 525   0
b Accounting fees (attach schedule)....... Click to see attachment 14,150 8,490   0
c Other professional fees (attach schedule).... Click to see attachment 113,289 97,179   13,425
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,209 2,124   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,331 1,524   2,190
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 270,233 174,842   80,615
25 Contributions, gifts, grants paid....... 802,200 802,200
26 Total expenses and disbursements. Add lines 24 and 25 1,072,433 174,842   882,815
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -145,666
b Net investment income (if negative, enter -0-) 751,925
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.............      
2 Savings and temporary cash investments......... 43,812 1,142,064 1,142,064
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.......... 1,570 4,063 4,063
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,274,398 Click to see attachment2,860,494 3,090,812
c Investments—corporate bonds (attach schedule)....... 12,001,824 Click to see attachment11,169,317 10,999,482
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,321,604 15,175,938 15,236,421
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances 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 15,321,604 15,175,938
30 Total net assets or fund balances (see instructions)..... 15,321,604 15,175,938
31 Total liabilities and net assets/fund balances (see instructions). 15,321,604 15,175,938
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
15,321,604
2
Enter amount from Part I, line 27a .....................
2
-145,666
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,175,938
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
15,175,938
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 ALCOA INC NT 5.72%195.72000% 2/23/2019 P 2014-03-12 2018-03-07
b ALPHABET INC CLASS CCAPITAL STOCK P 2016-03-28 2018-06-29
c ANIXTER INC5.62500% 5/1/2019 P 2015-07-09 2018-12-03
d APPLE INC P 2016-03-28 2018-01-02
e ASML HOLDING N VN Y REGISTRY SHS NEW 2012 P 2016-04-20 2018-01-17
ASML HOLDING N VN Y REGISTRY SHS NEW 2012 P 2016-04-20 2018-03-12
ATHENE HOLDING LTD-CLASS A P 2017-04-05 2018-10-09
ATHENE HOLDING LTD-CLASS A P 2017-04-05 2018-10-08
ATHENE HOLDING LTD-CLASS A P 2017-04-05 2018-10-05
ATHENE HOLDING LTD-CLASS A P 2017-04-18 2018-10-04
ATHENE HOLDING LTD-CLASS A P 2017-05-25 2018-10-10
ATHENE HOLDING LTD-CLASS A P 2017-05-25 2018-10-09
ATHENE HOLDING LTD-CLASS A P 2017-04-19 2018-10-04
ATHENE HOLDING LTD-CLASS A P 2017-04-20 2018-10-04
ATHENE HOLDING LTD-CLASS A P 2017-04-05 2018-10-04
ATHENE HOLDING LTD-CLASS A P 2017-04-13 2018-10-04
CBOE HOLDINGS INC P 2018-10-09 2018-11-26
CBOE HOLDINGS INC P 2018-10-08 2018-12-04
CBOE HOLDINGS INC P 2018-10-08 2018-12-11
CBOE HOLDINGS INC P 2018-10-09 2018-12-03
CBOE HOLDINGS INC P 2018-10-09 2018-11-30
CBOE HOLDINGS INC P 2018-10-08 2018-12-03
CBOE HOLDINGS INC P 2018-10-09 2018-11-27
CBOE HOLDINGS INC P 2018-10-05 2018-12-12
CBOE HOLDINGS INC P 2018-10-10 2018-11-21
CDW CORPORATIONCOM P 2018-02-07 2018-10-25
CDW CORPORATIONCOM P 2018-02-07 2018-10-31
CDW CORPORATIONCOM P 2018-02-07 2018-03-15
CHURCH & DWIGHT CO INC P 2017-08-31 2018-11-02
CHURCH & DWIGHT CO INC P 2017-08-31 2018-11-01
CME GROUP INC P 2016-03-28 2018-10-25
CME GROUP INC P 2016-03-28 2018-08-27
CME GROUP INC P 2019-03-28 2018-10-04
CME GROUP INC P 2016-04-11 2018-11-19
CME GROUP INC P 2016-04-11 2018-10-25
COMCAST CORPNEW CL A P 2016-03-28 2018-05-24
COMCAST CORPNEW CL A P 2017-09-20 2018-05-24
COMERICA INC P 2018-01-01 2018-11-26
COMERICA INC P 2018-02-08 2018-11-26
COMERICA INC P 2018-01-11 2018-11-23
COMERICA INC P 2016-01-25 2018-11-21
COMERICA INC P 2018-01-11 2018-11-21
CR BARD INCSR NT4.40000% 1/15/2021 P 2015-02-05 2018-06-25
DANAHER CORP P 2016-03-28 2018-01-02
DELPHI TECHNOLOGIES PLC- P 2017-11-20 2018-01-12
DENTSPLY SIRONA INCCOM P 2017-10-04 2018-05-07
DENTSPLY SIRONA INCCOM P 2017-01-20 2018-07-16
DENTSPLY SIRONA INCCOM P 2016-03-28 2018-07-16
DENTSPLY SIRONA INCCOM P 2017-01-20 2018-05-16
DENTSPLY SIRONA INCCOM P 2017-10-04 2018-05-16
DENTSPLY SIRONA INCCOM P 2016-03-28 2018-02-28
DENTSPLY SIRONA INCCOM P 2016-03-28 2018-05-17
DENTSPLY SIRONA INCCOM P 2016-08-09 2018-02-28
DENTSPLY SIRONA INCCOM P 2016-08-10 2018-02-28
DEVON ENERGY CORPORATION NEW P 2018-02-22 2018-08-02
DEVON ENERGY CORPORATION NEW P 2018-02-21 2018-06-28
DEVON ENERGY CORPORATION NEW P 2018-02-22 2018-06-28
DEVON ENERGY CORPORATION NEW P 2016-04-01 2018-10-08
DEVON ENERGY CORPORATION NEW P 2018-02-22 2018-10-08
DEVON ENERGY CORPORATION NEW P 2016-04-01 2018-05-14
DOMINION ENERGY INCSR NT4.45000% 3/15/2021 P 2016-04-27 2018-12-17
EDWARDS LIFESCIENCES CORP P 2018-10-11 2018-11-29
EDWARDS LIFESCIENCES CORP P 2016-10-27 2018-02-26
EDWARDS LIFESCIENCES CORP P 2016-10-27 2018-06-14
EOG RESOURCES INC P 2016-03-28 2018-06-28
FACEBOOK INCCL A P 2018-04-26 2018-07-26
FACEBOOK INCCL A P 2018-03-19 2018-07-26
FEDEX CORP P 2016-06-29 2018-09-18
FIDELITY NATIONAL INFORMATIONSERVICES INC P 2016-03-28 2018-02-08
INTUIT INC P 2017-03-31 2018-05-11
INTUIT INC P 2017-03-31 2018-04-19
LENNAR CORPCL B P 2016-03-28 2018-01-03
LOWES CO INC P 2017-06-26 2018-11-15
LOWES CO INC P 2017-06-23 2018-11-15
LOWES CO INC P 2017-07-24 2018-11-15
LOWES CO INC P 2017-06-23 2018-08-22
LOWES CO INC P 2017-06-23 2018-01-02
LOWES CO INC P 2017-06-23 2018-09-21
MCDONALDS CORP P 2018-07-16 2018-10-25
MOODYS CORP P 2016-06-26 2018-06-11
MOODYS CORP P 2016-06-29 2018-07-26
MOTOROLA SOLUTIONS INC P 2016-05-13 2018-02-02
MOTOROLA SOLUTIONS INC P 2016-05-16 2018-04-19
MOTOROLA SOLUTIONS INC P 2016-05-12 2018-04-19
MOTOROLA SOLUTIONS INC P 2016-05-12 2018-02-02
NAVIENT CORPUNSECURED5.50000% 1/15/2019 P 2018-12-18 2018-12-18
NIKE INC-CL B P 2017-08-31 2018-01-25
NIKE INC-CL B P 2017-08-31 2018-07-16
NIKE INC-CL B P 2017-08-31 2018-01-02
NIKE INC-CL B P 2016-06-06 2018-01-02
NIKE INC-CL B P 2016-06-16 2018-01-02
PG&E CORP2.40000% 3/1/2019 P 2016-04-21 2018-04-26
RIO TINTO FINANCE USA LTD4.12500% 5/20/2021 P 2016-04-27 2018-04-19
RIO TINTO FINANCE USA LTD4.12500% 5/20/2021 P 2016-04-27 2018-04-19
TOLL BROS FINANCE CORP4.00000% 12/31/2018 P 2015-02-05 2018-11-30
TRANSUNIONCOM P 2017-09-13 2018-04-19
TRANSUNIONCOM P 2017-01-25 2018-04-19
TRANSUNIONCOM P 2017-09-14 2018-04-19
UNITED STATES STEEL CORPSENIOR NOTES7.37500% 4/1/2020 P 2014-03-12 2018-12-01
UNIVERSAL DISPLAY CORP P 2018-05-30 2018-11-07
ZIMMER HOLDINGS INC P 2016-11-23 2018-10-04
ZIMMER HOLDINGS INC P 2017-01-05 2018-10-04
ZIMMER HOLDINGS INC P 2016-11-22 2018-10-04
ALCOA INC NT 5.72%195.72000% 2/23/2019 P 2013-02-22 2018-03-07
NAVIENT CORP4.87500% 6/17/2019 P 2013-12-11 2018-12-27
ABBVIE INC2.00000% 11/6/2018 P 2016-05-09 2018-11-06
AMERICAN EXPRESS CREDIT2.12500% 7/27/2018 P 2016-09-21 2018-07-27
CHEVRON CORP NEWQUARTERLY US LIBOR +502.35% 5/16/2018 P 2016-05-09 2018-05-16
CITIGROUP INCQUARTERLY US LIBOR +692.45031% 4/27/2018 P 2015-04-22 2018-04-27
CNH CAP LLC SR NT 3.625%183.62500% 4/15/2018 P 2015-11-03 2018-04-15
LENNAR CORP4.12500% 12/1/2018 P 2015-05-04 2008-12-01
MONSANTO COSR UNSECURED1.85000% 11/15/2018 P 2016-04-20 2018-11-15
NATIONAL RURAL UTIL COOP6.55000% 11/1/2018 P 2016-10-06 2018-11-01
NORFOLK SOUTHERN CORP SR NT5.75%185.75000% 04/01/2018 P 2016-08-09 2018-04-01
WESTERN UNION CO/THE3.65000% 8/22/2018 P 2014-03-14 2018-08-22
WISCONSIN PUBLIC SERVICE1.65000% 12/4/2018 P 2016-04-26 2018-12-04
WESTERN UNION CO/THE3.65000% 8/22/2018 P 2012-12-05 2018-08-22
(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 25,840   25,838 2
b 76,612   47,853 28,759
c 100,990   100,983 7
d 17,125   10,547 6,578
e 29,753   14,541 15,212
31,681   14,540 17,141
28,531   28,038 493
14,283   14,019 264
2,597   2,549 48
13,041   13,277 -236
5,133   4,955 178
2,594   2,478 116
2,608   2,663 -55
2,608   2,662 -54
15,649   15,294 355
18,257   18,170 87
5,401   5,061 340
5,311   4,928 383
5,305   4,928 377
5,279   5,061 218
5,400   5,061 339
5,280   4,928 352
10,794   10,122 672
5,300   4,869 431
5,419   5,104 315
30,390   25,660 4,730
17,839   13,685 4,154
33,543   30,791 2,752
52,493   39,954 12,539
58,209   44,948 13,261
4,459   2,380 2,079
34,258   19,044 15,214
4,518   2,381 2,137
14,660   6,742 7,918
17,838   8,989 8,849
75,855   72,252 3,603
9,482   11,223 -1,741
31,942   36,839 -4,897
19,964   22,619 -2,655
7,820   9,210 -1,390
13,937   16,618 -2,681
13,937   16,117 -2,180
143,421   144,824 -1,403
43,864   33,960 9,904
15,705   14,283 1,422
2,401   2,823 -422
2,240   2,782 -542
22,402   30,265 -7,863
12,017   13,912 -1,895
2,403   2,823 -420
19,811   21,185 -1,374
7,200   9,079 -1,879
25,471   27,470 -1,999
25,471   27,519 -2,048
15,324   10,750 4,574
26,116   18,978 7,138
4,353   3,072 1,281
51,618   34,928 16,690
1,948   1,536 412
46,459   29,656 16,803
309,848   312,234 -2,386
24,315   21,198 3,117
20,484   13,844 6,640
52,913   32,302 20,611
27,775   16,706 11,069
39,738   39,130 608
83,891   82,369 1,522
61,115   37,533 23,582
37,984   25,004 12,980
87,621   52,190 35,431
26,916   17,397 9,519
1,202   856 346
23,198   19,167 4,031
6,959   5,755 1,204
18,558   14,840 3,718
40,124   28,776 11,348
36,863   30,694 6,169
23,391   15,347 8,044
39,643   35,668 3,975
13,367   6,842 6,525
37,066   18,246 18,820
36,812   24,835 11,977
16,629   10,599 6,030
8,314   5,305 3,009
44,700   30,064 14,636
60,127   60,000 127
37,277   29,049 8,228
69,958   47,535 22,423
319,854   266,725 53,129
91,839   78,867 12,972
28,502   23,959 4,543
175,029   175,869 -840
173,787   175,454 -1,667
141,527   141,522 5
30,000   30,023 -23
21,066   15,255 5,811
10,533   5,683 4,850
22,570   15,963 6,607
63,184   61,259 1,925
39,406   40,261 -855
25,713   19,558 6,155
19,285   15,713 3,572
3,214   2,516 698
25,840   25,838 2
2,017   1,988 29
300,000   300,000 0
200,000   200,000 0
300,000   300,000 0
50,000   50,000 0
20,000   20,000 0
45,000   45,001 -1
89,000   89,000 0
286,000   286,000 0
150,000   150,038 -38
100,000   100,000 0
300,000   300,000 0
25,000   25,000 0
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       2
b       28,759
c       7
d       6,578
e       15,212
      17,141
      493
      264
      48
      -236
      178
      116
      -55
      -54
      355
      87
      340
      383
      377
      218
      339
      352
      672
      431
      315
      4,730
      4,154
      2,752
      12,539
      13,261
      2,079
      15,214
      2,137
      7,918
      8,849
      3,603
      -1,741
      -4,897
      -2,655
      -1,390
      -2,681
      -2,180
      -1,403
      9,904
      1,422
      -422
      -542
      -7,863
      -1,895
      -420
      -1,374
      -1,879
      -1,999
      -2,048
      4,574
      7,138
      1,281
      16,690
      412
      16,803
      -2,386
      3,117
      6,640
      20,611
      11,069
      608
      1,522
      23,582
      12,980
      35,431
      9,519
      346
      4,031
      1,204
      3,718
      11,348
      6,169
      8,044
      3,975
      6,525
      18,820
      11,977
      6,030
      3,009
      14,636
      127
      8,228
      22,423
      53,129
      12,972
      4,543
      -840
      -1,667
      5
      -23
      5,811
      4,850
      6,607
      1,925
      -855
      6,155
      3,572
      698
      2
      29
      0
      0
      0
      0
      0
      -1
      0
      0
      -38
      0
      0
      0
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 2 522,570
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 812,997 15,762,985 0.051576
2016 794,301 15,797,847 0.050279
2015 899,591 16,200,291 0.055529
2014 880,929 16,300,822 0.054042
2013 543,101 10,820,046 0.050194
2
Total of line 1, column (d) .....................
2
0.261620
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
0.052324
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
15,582,583
5
Multiply line 4 by line 3......................
5
815,343
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,519
7
Add lines 5 and 6........................
7
822,862
8
Enter qualifying distributions from Part XII, line 4,.............
8
882,815
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 7,519
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 7,519
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 7,519
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 6,000
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 6,000
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 1,519
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
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 addressbulletN/A
    14
    The books are in care ofbulletMICHAEL D SCHWARTZ CPA APC Telephone no.bullet (818) 852-7281

    Located atbullet30101 AGOURA COURT SUITE 112AGOURA HILLSCA ZIP+4bullet91301
    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
     
     
    ........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
    ROBERTA LWEINTRAUB TRUSTEE
    1.00     		0 0 0
    1529 GILCREST DRIVE
    BEVERLY HILLS,CA90210
    IRA KRINSKY TRUSTEE
    20.00     		130,000 0 0
    1529 GILCREST DRIVE
    BEVERLY HILLS,CA90210
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    15,438,637
    b
    Average of monthly cash balances.......................
    1b
    381,244
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,819,881
    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
    15,819,881
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    237,298
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,582,583
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    779,129
    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
    779,129
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    7,519
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,519
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    771,610
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    771,610
    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
    771,610
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    882,815
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    882,815
    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
    7,519
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    875,296
    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 7 771,610
    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...... 55,758
    c From 2015...... 93,720
    d From 2016...... 36,211
    e From 2017...... 30,845
    fTotal of lines 3a through e........ 216,534
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 882,815
    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..... 771,610
    e Remaining amount distributed out of corpus 111,205
    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 5 327,739
    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 ......     		327,739
    10 Analysis of line 9:
    a Excess from 2014.... 55,758
    b Excess from 2015.... 93,720
    c Excess from 2016.... 36,211
    d Excess from 2017.... 30,845
    e Excess from 2018.... 111,205
    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 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
    CALIFORNIA STATE UNIVERSITY LOS ANGELES
    5151 STATE UNIVERSITY DRIVE
    LOS ANGELES,CA90032     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE DEPT OF CRIMINAL JUSTICE & POPP PROGRAMS 50,000
    CEDARS-SINAI MEDICAL CENTER
    PO BOX 48750 ROOM 2416
    LOS ANGELES,CA90048     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR NEURO-ONCOLOGY PROGRAMNEURO ONCOLOGY 50,000
    CHILDREN MENDING HEARTS
    4100 W ALAMEDA AVE 300
    BURBANK,CA91505     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 5,000
    DEVIL PUPS INC
    PO BOX 6607
    WESTLAKE VILLAGE,CA91359     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE CAMP PENDLETON MARINE BASE PROGRAMS & SERVICES 12,000
    HAMMER MUSEUM
    10899 WILSHIRE BLVD
    LOS ANGELES,CA90024     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 4,700
    HARVARD UNIVERSITY
    124 MT AUBURN STREET
    CAMBRIDGE,MA02138     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE LAW ENFORCEMENT FUND FOR EXECUTIVE EDUCATION 25,000
    INSTITUTE OF CONTEMPORARY ART LOS ANGELES
    238 S MISSION BLVD
    LOS ANGELES,CA90033     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 8,000
    LA'S BEST
    711 EAST 14TH PLACE
    LOS ANGELES,CA90021     		NONE OTHER PUBLIC CHARITY AFTER SCHOOL ENRICHMENT PROGRAM 5,000
    LOS ANGELES LEADERSHIP ACADEMY
    2670 GRIFFIN AVE
    LOS ANGELES,CA90031     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE STEM PROGRAM 10,000
    LOS ANGELES POLICE ACADEMY MAGNET SCHOOLS FOUNDATION
    1529 GILCREST DRIVE
    BEVERLY HILLS,CA90210     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 75,000
    MARYMOUNT SCHOOL
    10643 SUNSET BLVD
    LOS ANGELES,CA90077     		NONE OTHER PUBLIC CHARITY SAILL PROGRAM. STEM PROGRAM & FINANCIAL ASSISTANCE PROGRAM 75,000
    MIRMAN SCHOOL
    16180 MULHOLLAND DRIVE
    LOS ANGELES,CA90049     		NONE OTHER PUBLIC CHARITY MIRMAN X PROGRAM 50,000
    NATIONAL ASSOCIATION OF VETERAN-SERVING ORGANIZATION
    1405 S FERN STREET
    ARLINGTON,VA22202     		NONE OTHER PUBLIC CHARITY EDUCATIONAL RESOURCES FOR MILITARY VETERANS 25,000
    PARDEE RAND GRADUATE SCHOOL
    1776 MAIN STREET
    SANTA MONICA,CA90401     		NONE OTHER PUBLIC CHARITY CAREER SERVICES PROGRAM 25,000
    RIVER LA
    525 S HEWITT STREET
    LOS ANGELES,CA90013     		NONE OTHER PUBLIC CHARITY LOS ANGELES CIVIC EDUCATION CAMPAIGNS 11,000
    SOUTHWESTERN LAW SCHOOL FOUNDATION
    3050 WILSHIRE BLVD
    LOS ANGELES,CA90010     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE ORGANIZATIONS PROGRAMS & SERVICES 20,000
    STUDENTS RUN LA
    5252 CREBS AVENUE
    TARZANA,CA91356     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE SCHOLARSHIP PROGRAM 35,000
    THE ARCHER SCHOOL OF GIRLS
    11725 SUNSET BLVD
    LOS ANGELES,CA90049     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE STEM PROGRAM 100,000
    THE COLBURN SCHOOL
    200 S GRAND AVE
    LOS ANGELES,CA90012     		NONE OTHER PUBLIC CHARITY COLBURN ARTISTS FUND 15,000
    THE REACE TO ERASE MS
    1875 CENTURY PARK EAST
    LOS ANGELES,CA90067     		NONE OTHER PUBLIC CHARITY MS FORUM & EXPO EDUCATION PROGRAM 1,500
    THE UCLA FOUNDATION
    7256 BOELTER HALL
    LOS ANGELES,CA90095     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE HENRY SAMUELI SCHOOL OF ENGINEERING, WOMEN IN ENGINEERING & EDUCATIONAL LEADERSHIP PROGRAM 85,000
    USC ROSSIER SHCOOL OF EDUCATION
    3470 TROUSDALE PARKWAY
    LOS ANGELES,CA90089     		NONE OTHER PUBLIC CHARITY CENTER EDGE 50,000
    WEST LOS ANGELES COLLEGE FOUNDATION
    9000 OVERLAND AVE
    CULVER CITY,CA90230     		NONE OTHER PUBLIC CHARITY ADMINISTRATION OF JUSTICE PROGRAM 10,000
    WESTRIDGE SCHOOL
    324 MADELINE DRIVE
    PASADENA,CA91105     		NONE OTHER PUBLIC CHARITY PROVIDE FUNDS FOR THE STEMWORK DESIGN STUDIO 55,000
    Total .................................bullet 3a 802,200
    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 ...........     		        5,833
    4 Dividends and interest from securities....         397,986
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 512000 378      
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        522,570
    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).. 378 0 926,389
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    926,767
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 PROVIDES ADDITIONAL FUNDS TO MAKE CHARITABLE GRANTS
    5 PROVIDES ADDITIONAL FUNDS TO MAKE CHARITABLE GRANTS
    7 PROVIDES ADDITIONAL FUNDS TO MAKE CHARITABLE GRANTS
    8 PROVIDES ADDITIONAL FUNDS TO MAKE CHARITABLE GRANTS
    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:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
     
    FOR ARTS AND EDUCATION
    EIN:
    31-6018432
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,150 8,490   0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
     
    FOR ARTS AND EDUCATION
    EIN:
    31-6018432
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SLM CORP 4.875% 6/17/19 4,970 4,981
    TUPPERWARE BRANDS CORP 6/1/21 127,432 128,061
    DOLPHIN SUBSIDIARY II 10/15/21 103,591 104,488
    TOLL BROS FINANCE CORP 2/15/22 72,524 70,350
    LIMITED BRANDS SR NT 2/15/22 103,553 99,625
    AT&T INC NOTES 4.45% 5/15/21 314,509 308,541
    BOSTON SCIENTIFIC CORP 4.125% 10/1/23 139,416 136,908
    ENTERGY CORP SR NT 5.125% 9/15/20 305,044 300,059
    INGERSOLL-RAND GLOBAL HLDG 4.25% 6/15/23 130,185 128,091
    MARSH & MCLENNAN COS INC 4.05% 10/15/23 129,651 124,798
    MEDTRONIC INC 4.125% 3/15/21 155,340 153,149
    MOODYS CORP 4.5% 9/1/22 77,898 77,147
    OMNICOM GROUP INC 4.45% 8/15/20 154,858 152,562
    VIACOM INC 4.5% 3/1/21 180,130 178,092
    WILLIAMS PARTNERS LP 5.25% 3/15/20 204,412 203,976
    ALCOA INC 5.4% 4/15/21 51,839 50,500
    ARCELORMITTAL SA 6.25% 8/5/20 76,030 76,103
    DR HORTON INC 4.0% 2/15/20 70,147 70,132
    RANGE RESOURCES CORP 5.75% 6/1/21 65,657 61,587
    BALL CORP SENIOR NOTE 5% 3/15/22 102,236 100,500
    ANIXTER INC SR NT 5.125% 10/1/21 10,081 9,975
    APPLIED MATERIALS INC 4.3% 6/15/21 216,968 211,041
    CBS CORP 2.3% 8/15/19 300,975 297,774
    EXPRESS SCRIPTS HOLDING CO 4.5% 2/25/26 252,588 243,247
    FIDELITY NATIONAL INFORMATION SERVICES 4.5% 10/15/22 319,077 307,958
    GOLDMAN SACHS GROUP 1.92178% 4/25/19 288,000 288,478
    INTERCONTINENTAL EXCHANGE 4% 10/15/23 311,623 304,719
    JP MORGAN CHASE & CO 4.4% 7/22/20 232,047 229,070
    JP MORGAN CHASE & CO 4.625% 5/10/21 78,373 77,185
    LINCOLN NATIANAL CORP 4.2% 3/15/22 312,903 304,989
    NASDAQ INC 4.25% 6/1/24 143,921 141,040
    NEXTERA ENERGY CAP HLDGS 2.7% 9/15/19 303,413 300,351
    NUTRIEN LTD 4.875% 3/30/20 307,362 302,177
    PSEG POWER LLC 4.3% 11/15/23 105,727 102,070
    SIMON PPTY GROUP LP 4.375% 3/1/21 105,262 102,115
    STRYKER CORP 2.125% 3/8/19 300,265 299,529
    SUNOCO LOGISTICS PARTNERS 4.4% 4/1/21 157,518 154,714
    WELLS FARGO & CO 2.125% 4/22/19 142,237 141,581
    WESTPAC BANKING CORP 1.527% 5/13/19 300,000 300,588
    ZIMMER BIOMET HOLDINGS INC 4.625% 11/30/19 306,644 303,486
    UNILEVER CAP CORP 1.8% 5/5/20 299,043 295,536
    INTEL CORP 1.49289% 5/11/20 100,000 99,662
    HUMANA INC 2.5% 12/15/20 150,066 147,738
    PRUDENTIAL FINL INC 4.5% 11/16/21 157,912 154,812
    CITIGROUP INC 4.5% 1/14/22 312,743 306,519
    WESTERN UNION CO 3.6% 3/15/22 101,716 99,612
    NORTHROP GRUMMAN CORP 3.25% 8/1/23 153,589 147,620
    CROWN CASTLE INTL CORP 4.45% 2/15/26 105,324 99,560
    LENNAR CORP 4.875% 12/15/23 103,851 96,000
    TESORO LOGISTICS LP 6.375% 5/1/24 107,860 103,250
    EL PASO PIPLINE PARTNERS 4.3% 5/1/24 102,989 99,851
    DOWDUPONT INC NOTE 3.766% 11/15/20 289,000 291,772
    MARRIOTT INTERNATIONAL INC NOTE 3.229% 12/1/20 300,000 299,280
    HERSHEY COMPANY NOTE 3.1% 5/15/21 200,222 201,770
    RYDER SYS MTN 3.5% 6/1/21 300,298 300,387
    EQUIFAX, INC NOTE 3.6% 8/15/21 99,640 99,852
    SEMPRE ENERGY NOTE 2.9% 2/1/23 309,547 301,227
    CNH INDUSTRIAL N.V. 101,790 100,490
    METLIFE INC BOND 4.368% 5/15/23 309,462 308,859
    VALERO ENERGY CORP NOTE 4.35% 6/1/28 299,736 297,198
    CDW FINANCE CORP NOTE 5% 9/1/23 100,000 98,250
    UNITED RENTALS NORTH AMERICA INC NOTE 6.5% 12/15/26 100,123 98,500

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
     
    FOR ARTS AND EDUCATION
    EIN:
    31-6018432
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EOG RESOURCES INC 93,670 98,111
    ROPER TECHNOLOGIES INC 42,817 66,630
    DANAHER CORP 79,058 100,542
    LENNAR CORP 84,803 66,555
    APPLE INC 94,921 141,966
    CABOT OIL & GAS CORP 108,522 105,045
    JP MORGAN CHASE & CO 83,518 136,668
    ASML HOLDING NV 60,733 77,810
    CME GROUP INC 31,461 65,842
    IPG PHOTONICS CORP 81,196 67,974
    JOHNSON & JOHNSON 59,575 64,525
    MOODYS CORP 95,687 115,533
    CVS HEALTH CORPORATION 168,864 114,660
    FEDEX CORP 44,776 40,333
    ALPHABET INC 95,409 134,629
    CHUBB LIMITED 83,588 87,197
    EDWARDS LIFESCIENCES CORP 58,115 84,243
    FIDELITY NATIONAL INFORMATION SERVICES INC 37,506 61,530
    MOTOROLA SOLUTIONS INC 59,852 103,536
    ZIMMER BIOMET HOLDINGS INC 63,509 64,825
    ANALOG DEVICES INC 75,186 77,247
    CHURCH & DWIGHT CO INC 68,664 98,640
    EQUIFAX, INC 116,531 90,802
    INTUIT INC 79,246 78,740
    TRANSUNION 79,297 126,380
    TEXAS INSTRUMENTS INC 60,022 68,513
    APTIV PLC 99,459 72,345
    CIGNA CORPORATION 95,311 85,464
    AMAZON.COM INC 76,822 78,102
    HOME DEPOT INC 118,986 115,979
    MARRIOTT INTERNATIONAL INC 109,597 97,704
    MCDONALDS CORP 86,787 97,664
    CONCHO RESOURCES INC 92,972 69,383
    CBOE CLOBAL MAREKTS INC 33,677 34,240
    CDW CORPORATION 51,319 60,788
    WESTERN DIGITAL CORP 89,038 40,667

    TY 2018 LegalFeesSchedule
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
     
    FOR ARTS AND EDUCATION
    EIN:
    31-6018432
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 5,254 525   0


    TY 2018 OtherExpensesSchedule
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
     
    FOR ARTS AND EDUCATION
    EIN:
    31-6018432
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 1 1   0
    INSURANCE 3,045 1,523   0
    BANK FEES 95 0   0
    POSTAGE & DELIVERY 2,190 0   2,190


    TY 2018 OtherIncomeSchedule2
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
     
    FOR ARTS AND EDUCATION
    EIN:
    31-6018432
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AMERICAN SOCIETY OF COMPOSERS. AUTHORS AND PUBLISHERS 378 378 378


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
     
    FOR ARTS AND EDUCATION
    EIN:
    31-6018432
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 95,389 95,389   0
    ADMINISTRATIVE & BOOKKEEPING 17,900 1,790   13,425


    TY 2018 TaxesSchedule
    Name:
    BEATRIX FINSTON PADWAY CHARITABLE TRUST
     
    FOR ARTS AND EDUCATION
    EIN:
    31-6018432
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN WITHHOLDING 127 127   0
    FILING FEES 85 0   0
    EXCISE 1,997 1,997   0