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
WHH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1060 AVONDALE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN MARINO, CA91108
A Employer identification number

20-0775264
B Telephone number (see instructions)

(626) 449-6321
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$22,328,137J 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) 1,229,317
2 Check bullet.............
3 Interest on savings and temporary cash investments 24,790 24,790  
4 Dividends and interest from securities... 383,180 383,180  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 825,715
b Gross sales price for all assets on line 6a 4,032,149
7 Capital gain net income (from Part IV, line 2)... 1,601,815
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 18,176 1,520  
12 Total. Add lines 1 through 11........ 2,481,178 2,011,305  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 95,077 23,769   61,800
14 Other employee salaries and wages...... 52,574 0   41,556
15 Pension plans, employee benefits....... 7,527 753   5,269
16a Legal fees (attach schedule)......... Click to see attachment 28,078 0   0
b Accounting fees (attach schedule)....... Click to see attachment 76,540 26,348   26,348
c Other professional fees (attach schedule).... Click to see attachment 161,689 50,666   94,875
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 79,906 8,959   8,351
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 43,025 4,551   34,353
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 105,322 6,268   83,611
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 649,738 121,314   356,163
25 Contributions, gifts, grants paid....... 846,129 846,129
26 Total expenses and disbursements. Add lines 24 and 25 1,495,867 121,314   1,202,292
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 985,311
b Net investment income (if negative, enter -0-) 1,889,991
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............. 25,579 303,419 303,419
2 Savings and temporary cash investments......... 3,219,354 4,656,440 4,656,440
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment107,250 97,500
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 15,256,860 Click to see attachment14,626,515 17,270,778
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,501,793 19,693,624 22,328,137
Liabilities 17 Accounts payable and accrued expenses..........   1,514
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 1,514
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 18,501,793 19,692,110
30 Total net assets or fund balances (see instructions)..... 18,501,793 19,692,110
31 Total liabilities and net assets/fund balances (see instructions). 18,501,793 19,693,624
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,501,793
2
Enter amount from Part I, line 27a .....................
2
985,311
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
205,006
4
Add lines 1, 2, and 3 ..........................
4
19,692,110
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
19,692,110
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 4,000 SHARES NVIDIA CORP STOCK D 2018-01-30 2018-01-30
b 226,029.23 SHARES AMERICAN HIGH-INCOME TRUST-A P   2018-02-14
c CAPITAL GAINS DIVIDENDS P    
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 974,722   193,580 781,142
b 2,312,279   2,236,754 75,525
c 745,148     745,148
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       781,142
b       75,525
c       745,148
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 1,601,815
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 1,096,103 21,517,667 0.050940
2016 1,042,812 18,303,991 0.056972
2015 927,712 17,425,526 0.053239
2014 866,155 17,789,440 0.048689
2013 1,087,710 15,354,164 0.070841
2
Total of line 1, column (d) .....................
2
0.280681
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
0.056136
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
24,281,727
5
Multiply line 4 by line 3......................
5
1,363,079
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
18,900
7
Add lines 5 and 6........................
7
1,381,979
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,202,292
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 37,800
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 37,800
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 37,800
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 53,410
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 53,410
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 24
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 15,586
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet15,586 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    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.WHH-FOUNDATION.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (626) 449-6321

    Located atbullet1060 AVONDALE ROADSAN MARINOCA ZIP+4bullet91108
    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
    WILLIAM H HURT VICE PRESIDENT
    2.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    KELLEY A PURNELL TREASURER
    1.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    KATHLEEN C HURT DIRECTOR
    1.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    COURTNEY D MACMILLAN DIRECTOR
    1.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    MARK L PURNELL CHAIR
    2.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    TERRANCE A MACMILLAN DIRECTOR
    1.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    MICHAEL T KERR DIRECTOR
    1.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    BERNADETTE GLENN EXECUTIVE DIRECTOR
    40.00     		95,077 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    ELIZABETH MURRAY SECRETARY
    2.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    ANDREW F BARTH DIRECTOR
    1.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    DOUGLAS S MURRAY DIRECTOR
    1.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    JAMES R MURRAY DIRECTOR (PART-YEAR)
    1.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    EVE-LYNNE G MURRAY DIRECTOR
    1.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    OTIS M HEALY DIRECTOR
    1.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    J DALE HARVEY DIRECTOR
    1.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    KATHARINE J GOOD DIRECTOR
    1.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    MARY L PURNELL DIRECTOR
    1.00     		0 0 0
    1060 AVONDALE ROAD
    SAN MARINO,CA91108
    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
    GOEHNER ACCOUNTANCY ACCOUNTING/CONSULTING 86,205
    251 S LAKE AVENUE SUITE 190
    PASADENA,CA91101
    THE GENERATIVE GROUP CONSULTING 56,567
    4501 CEDROS AVE SUITE 120
    SHERMAN OAKS,CA91403
    ELITE PLACEMENT GROUP TEMPORARY LABOR 54,524
    9150 WILSHIRE BLVD SUITE 270
    BEVERLY HILLS,CA90212
    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
    18,751,793
    b
    Average of monthly cash balances.......................
    1b
    5,383,590
    c
    Fair market value of all other assets (see instructions)................
    1c
    516,117
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,651,500
    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
    24,651,500
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    369,773
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,281,727
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,214,086
    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
    1,214,086
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    37,800
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    2,363
    c
    Add lines 2a and 2b............................
    2c
    40,163
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,173,923
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,173,923
    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
    1,173,923
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,202,292
    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
    1,202,292
    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
    1,202,292
    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 1,173,923
    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...... 357,556
    b From 2014...... 9,282
    c From 2015...... 76,765
    d From 2016...... 141,248
    e From 2017...... 56,524
    fTotal of lines 3a through e........ 641,375
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,202,292
    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..... 1,173,923
    e Remaining amount distributed out of corpus 28,369
    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 5 669,744
    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) ...     		357,556
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		312,188
    10 Analysis of line 9:
    a Excess from 2014.... 9,282
    b Excess from 2015.... 76,765
    c Excess from 2016.... 141,248
    d Excess from 2017.... 56,524
    e Excess from 2018.... 28,369
    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).)
    WILLIAM H HURT
    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
    ACLU FOUNDATION
    1313 W 8TH ST
    LOS ANGELES,CA90017     		  PC GENERAL SUPPORT 2,500
    ALAMEDA COUNTY COMMUNITY FOOD BANK
    PO BOX 2599
    OAKLAND,CA94614     		  PC GENERAL SUPPORT 2,500
    ALKEBULAN CULTURAL CENTER
    1435 N RAYMOND AVENUE
    PASADENA,CA91103     		  PC YOUTH ARTS CAMP 14,500
    ALLIANCE FOR JUSTICE
    11 DUPONT CIRCLE NW SECOND FLOOR
    WASHINGTON,DC20036     		  PC BOLDER ADVOCACY PROGRAM IN SOUTHERN CALIFORNIA 10,000
    ARIZONA COMMUNITY FOUNDATION
    2201 E CAMELBACK ROAD 405B
    PHOENIX,AZ85016     		  PC PROJECT 34 10,000
    ASPEN HOPE CENTER
    PO BOX 1115
    BASALT,CO81621     		  PC GENERAL SUPPORT 7,500
    ASPEN PUBLIC RADIO
    110 EAST HALLAM ST STE 134
    ASPEN,CO816111467     		  PC GENERAL SUPPORT 2,500
    ASPEN SANTA FE BALLET
    0245 SAGE WAY
    ASPEN,CO81611     		  PC GENERAL SUPPORT 40,000
    ASPEN SPORTS MEDICINE FOUNDATION
    725 VINE STREET
    ASPEN,CO81611     		  PC ASPEN BARILOCHE MED EXC PROGRAM 30,000
    ASPEN YOUTH CENTER
    PO BOX 8266
    ASPEN,CO81612     		  PC GENERAL SUPPORT 1,000
    ATHENAEUM PRESERVATION FUND
    551 SOUTH HILL AVE
    PASADENA,CA91106     		  PC GENERAL SUPPORT 1,000
    BETHLEHEM INN
    PO BOX 8540
    BEND,OR97708     		  PC GENERAL SUPPORT 5,000
    CANCER SUPPORT COMMUNITY PASADENA
    200 E DEL MAR BOULEVARD
    PASADENA,CA91105     		  PC GENERAL SUPPORT 2,500
    CASA OF CENTRAL OREGON
    1029 NW 14TH ST
    BEND,OR97703     		  PC GENERAL SUPPORT 8,000
    CASA OF CENTRAL OREGON
    1029 NW 14TH ST
    BEND,OR97703     		  PC LIFT UP EVENT PLEDGE 1,000
    CATHOLIC CHARITIES LABOURE CENTER
    275 WEST BROADWAY
    SOUTH BOSTON,MA02127     		  PC NURSE ASST/HLTH AIDE TRNG PROGRAM 30,000
    CENTER FOR EARLY INTERVENTION DEAFNESS CEID
    1035 GRAYSON
    BERKELEY,CA94710     		  PC GENERAL SUPPORT 5,000
    CENTER FOR STUDY OF THE PRESIDENCY
    601 13TH STREET NW SUITE 1050N
    WASHINGTON,DC20005     		  PC GENERAL SUPPORT 10,000
    CMC FOUNDATION
    PO BOX 1763
    GLENWOOD SPRINGS,CO81601     		  PC GENERAL SUPPORT 1,500
    CUALA FOUNDATION INC
    513 EAST 13 STREET 15
    NEW YORK,NY10009     		  PC GENERAL SUPPORT 20,000
    DESCHUTES COUNTY CHILDREN'S FOUNDATION
    1010 NW 14TH STREET
    BEND,OR97703     		  PC GENERAL SUPPORT 8,000
    DESCHUTES COUNTY CHILDREN'S FOUNDATION
    1010 NW 14TH STREET
    BEND,OR97703     		  PC BECKY JOHNSON COMMUNITY CENTER IN REDMOND 2,000
    EDUCATION FDN BEND-LA PINE SCHOOLS
    PO BOX 1436
    BEND,OR97709     		  PC GENERAL SUPPORT 6,000
    EDUCATORS 4 EXCELLENCE-LOS ANGELES
    448 SOUTH HILL STREET SUITE 708
    LOS ANGELES,CA90013     		  PC GENERAL SUPPORT 35,000
    ENGLISH IN ACTION
    PO BOX 4856
    BASALT,CO81621     		  PC GENERAL SUPPORT 8,000
    FLINTRIDGE CENTER
    236 W MOUNTAIN ST SUITE 106
    PASADENA,CA91103     		  PC APPRENTICESHIP PREPARATION PROGRAM 20,000
    FOOTHILL FAMILY SERVICE
    2500 E FOOTHILL BLVD SUITE 300
    PASADENA,CA91107     		  PC GENERAL SUPPORT 20,000
    GIRLS ATHLETIC LEADERSHIP SCHOOL DENVER (GALS)
    750 GALAPAGO STREET
    DENVER,CO80204     		  PC GALS THRIVE PHYSICALLY COLLEGE SCHOLARSHIP 2,500
    GIRLS ATHLETIC LEADERSHIP SCHOOL DENVER (GALS)
    750 GALAPAGO STREET
    DENVER,CO80204     		  PC GALS CROSSFIT PROGRAM 10,000
    GRAY AREA FOUNDATION FOR THE ARTS
    2665 MISSION STREET
    SAN FRANCISCO,CA94110     		  PC GENERAL SUPPORT 2,500
    HARVEY MUDD COLLEGE
    301 PLATT BOULEVARD
    CLAREMONT,CA91711     		  PC GENERAL SUPPORT 20,000
    HELLERSTEIN FOUNDATION
    2727 CALIFORNIA STREET
    BERKELEY,CA94703     		  PC NO SCHOOL, SUMMER CAMP 20,000
    HOAG HOSPITAL FOUNDATION
    330 PLACENTIA AVENUE SUITE 100
    NEWPORT BEACH,CA92663     		  PC GENERAL SUPPORT 5,000
    HOW KIDS LEARN
    467 RICH STREET
    OAKLAND,CA94609     		  PC THE HISTORY OF AFTERSCHOOL IN AMERICA 5,000
    HUNTINGTON LIBRARY
    1151 OXFORD ROAD
    SAN MARINO,CA91108     		  PC GENERAL SUPPORT 25,000
    J BAR J YOUTH SERVICES
    62895 HAMBY ROAD
    BEND,OR97701     		  PC GENERAL SUPPORT 10,000
    KAUAI MUSIC FESTIVAL
    PO BOX 2575
    KAMEULA,HI96743     		  PC PROJECT SUPPORT TO KAUAI MUSIC FESTIVAL 10,000
    LA PARTNERSHIP FOR EARLY CHILDHOOD EDUCATION
    2355 WESTWOOD BLVD 114
    LOS ANGELES,CA90064     		  PC GENERAL SUPPORT 10,000
    LA-MAS
    3051 NORTH COOLIDGE AVENUE
    LOS ANGELES,CA90039     		  PC GENERAL SUPPORT 34,000
    LANE COUNTY SCHOOL DISTRICT 4J
    200 N MONROE STREET
    EUGENE,OR97402     		  PC BUENA VISTA SPANISH IMMERSION BOOKS 10,000
    LIBRARY FOUNDATION OF LOS ANGELES
    630 W FIFTH ST
    LOS ANGELES,CA90071     		  PC LIVE HOMEWORK HELP 10,000
    LOS ANGELES PHILHARMONIC
    151 SOUTH GRAND AVENUE
    LOS ANGELES,CA90012     		  PC GENERAL SUPPORT 2,629
    LOS ANGELES REGIONAL FOOD BANK
    1734 EAST 41ST STREET
    LOS ANGELES,CA90058     		  PC GENERAL SUPPORT 2,500
    MOSAIC PROJECT
    478 SANTA CLARA AVE SUITE 200
    OAKLAND,CA94610     		  PC OUTDOOR SCHOOL PROGRAM 5,000
    OXBOW SCHOOL
    530 THIRD STREET
    NAPA,CA94559     		  PC STEPHEN THOMAS SCHOLARSHIP FUND 5,000
    PEO FOUNDATION
    3700 GRAND AVE
    DES MOINES,IA50312     		  PC GENERAL SUPPORT 1,500
    PACIFIC OAKS CHILDREN'S SCHOOL
    55 EUREKA STREET
    PASADENA,CA91103     		  PC GENERAL SUPPORT 3,000
    PARA LOS NINOS
    5000 HOLLYWOOD BLVD
    LOS ANGELES,CA90027     		  PC CAPACITY BUILDING AND STRATEGIC SUPPORT 10,000
    PASADENA ART ALLIANCE
    464 E WALNUT ST STE 226
    PASADENA,CA91101     		  PC GENERAL SUPPORT 11,500
    PLANNED PARENTHOOD OF LOS ANGELES
    1045 N LAKE AVE
    PASADENA,CA91104     		  PC GENERAL SUPPORT 25,000
    PUEBLO NUEVO EDUCATION AND DEVELOPMENT GROUP
    3435 W TEMPLE STREET
    LOS ANGELES,CA90026     		  PC GENERAL SUPPORT 10,000
    READING PARTNERS
    3452 E FOOTHILL BLVD SUITE 315
    PASADENA,CA91107     		  PC GENERAL SUPPORT 5,000
    ROTARY INTERNATIONAL POLIO PLUS
    PO BOX 268
    WOODY CREEK,CO81656     		  PC POLIO PLUS 1,000
    SAN GABRIEL VALLEY FDN FOR DENTAL HEALTH
    PO BOX 99
    TEMPLE CITY,CA91780     		  PC GENERAL SUPPORT 1,500
    SIGN FRACTURE CARE INTERNATIONAL
    451 HILLS STREET SUITE B
    RICHLAND,WA99354     		  PC GENERAL SUPPORT 50,000
    SOCIAL VENTURE PARTNERS LOS ANGELES
    8055 W MANCHESTER AVE STE 405
    PLAYA DEL REY,CA90293     		  PC GENERAL SUPPORT 23,000
    SOUTHERN CALIFORNIA GRANTMAKERS
    1000 N ALAMEDA WAY SUITE 230
    LOS ANGELES,CA90012     		  PC GENERAL SUPPORT 30,000
    SOUTHERN CALIFORNIA PUBLIC RADIO
    474 SOUTH RAYMOND AVENUE
    PASADENA,CA91105     		  PC NEXT GENERATION OF JOURNALISM FUND 5,000
    SPELLBINDERS
    PO BOX 1986
    BASALT,CO81623     		  PC GENERAL SUPPORT 1,000
    TEACH FOR AMERICA
    606 S OLIVE STREET STE 300
    LOS ANGELES,CA90014     		  PC EXPANSION OF THE ONE DAY FELLOWSHIP 10,000
    THE FIELD SEMESTER
    1948 MARIN AVENUE
    BERKELEY,CA94707     		  PC GENERAL SUPPORT 37,500
    THE HUNTINGTON LIBRARY
    1151 OXFORD ROAD
    SAN MARINO,CA91108     		  PC USC INSTITUTE ON CALIFORNIA AND THE WEST 5,000
    THE LONG NOW FOUNDATION
    PO BOX 475668
    SAN FRANCISCO,CA94147     		  PC SUPPORT FOR MONTHLY SEMINARS 2,500
    THREE BUTTERFLIES SIDS FOUNDATION
    6715 N 3RD STREET
    PHOENIX,AZ85012     		  PC ARCADIA FAMILY FUN RUN 3,500
    TOWER THEATRE FOUNDATION
    835 NW WALL STREET
    BEND,OR97701     		  PC LESSON PLAN PROGRAM 5,000
    UCSF FOUNDATION
    PO BOX 45339
    SAN FRANCISCO,CA941450339     		  PC DR. ERIC SMALL'S PROSTATE RESEARCH FUND 5,000
    UNION STATION HOMELESS SERVICES
    825 E ORANGE GROVE BLVD
    PASADENA,CA91104     		  PC GENERAL SUPPORT 5,000
    USC - TROY CAMP
    1035 GRANVILLE DRIVE
    NEWPORT BEACH,CA92660     		  PC GENERAL SUPPORT 35,000
    USC PCASF SWIM WITH MIKE
    HERITAGE HALL 203B 3501 WATT WAY
    LOS ANGELES,CA900890602     		  PC GENERAL SUPPORT 7,500
    VENICE FAMILY CLINIC
    604 ROSE AVE
    VENICE,CA90291     		  PC GENERAL SUPPORT 5,000
    WOMEN'S CENTER FOR CREATIVE WORK
    2425 GLOVER PLACE
    LOS ANGELES,CA90031     		  PC EMERGENCY HEALTH GRANT FOR ARTISTS (EHG) 20,000
    WOMEN'S FOUNDATION OF CALIFORNIA
    300 FRANK H OGAWA PLAZA STE 420
    OAKLAND,CA94612     		  PC 2018 CLASS OF THE WOMEN'S POLICY INSTITUTE-LOCAL GOVERNMENT 35,000
    Total .................................bullet 3a 846,129
    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 24,790  
    4 Dividends and interest from securities....     14 383,180  
    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.....     18 1,520  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 825,715  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aGLOBAL SME GROWTH FUND LP     		525990 16,656      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 16,656 1,235,205 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,251,861
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    WHH FOUNDATION
     
    Employer identification number

    20-0775264
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    WHH FOUNDATION
          		Employer identification number
    20-0775264
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    WILLIAM H HURT
     
    333 S HOPE STREET 54TH FLOOR
     
    LOS ANGELES, CA90071

    		$ 969,680


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    WILLIAM H HURT
     
    333 S HOPE STREET 54TH FLOOR
     
    LOS ANGELES, CA90071

    		$ 102,261


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    WILLIAM H HURT
     
    333 S HOPE STREET 54TH FLOOR
     
    LOS ANGELES, CA90071

    		$ 40,965


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    WILLIAM H HURT
     
    333 S HOPE STREET 54TH FLOOR
     
    LOS ANGELES, CA90071

    		$ 107,250


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    WILLIAM H HURT
     
    333 S HOPE STREET 54TH FLOOR
     
    LOS ANGELES, CA90071

    		$ 9,161


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    WHH FOUNDATION
          		Employer identification number

    20-0775264
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 4,000 SHS NVIDIA CORP STOCK $ 969,680 2018-01-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 5,172.533 SHARES CAPITAL WORLD BOND FUND CL F3 $ 102,261 2018-05-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 3,131.865 SHARES INTERMEDIATE BOND FUND OF AMERICA CL F3 $ 40,965 2018-05-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 LIBERTY MEDIA CORP SR 8.25% 02/01/2030 $ 107,250 2018-05-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    WHH FOUNDATION
          		Employer identification number

    20-0775264
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    WHH FOUNDATION
    EIN:
    20-0775264
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT 17,990 0   0
    ACCOUNTING AND TAX PREPARATION 58,550 26,348   26,348

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    WHH FOUNDATION
    EIN:
    20-0775264
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 107,250 97,500

    TY 2018 InvestmentsOtherSchedule2
    Name:
    WHH FOUNDATION
    EIN:
    20-0775264
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 14,108,339 16,754,661
    GLOBAL SME GROWTH FUND LP AT COST 518,176 516,117

    TY 2018 LegalFeesSchedule
    Name:
    WHH FOUNDATION
    EIN:
    20-0775264
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 28,078 0   0


    TY 2018 OtherExpensesSchedule
    Name:
    WHH FOUNDATION
    EIN:
    20-0775264
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OUTSIDE SERVICES 54,524 5,452   40,893
    COMPUTER AND TECHNOLOGY EQUIPMENT 3,281 164   2,297
    OFFICE SUPPLIES 3,110 155   2,177
    SOFTWARE SUBSCRIPTIONS 8,784 104   8,161
    MEMBERSHIP DUES AND SUBSCRIPTIONS 7,689 0   3,845
    INSURANCE 787 236   304
    OFFICE EXPENSE 3,427 157   2,214
    AFFINITY GROUP/MEMBERSHIP GRANTS 23,720 0   23,720


    TY 2018 OtherIncomeSchedule2
    Name:
    WHH FOUNDATION
    EIN:
    20-0775264
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GLOBAL SME GROWTH FUND LP 988 INCOME 1,520 1,520 1,520
    GLOBAL SME GROWTH FUND LP 16,656   16,656


    TY 2018 OtherIncreasesSchedule
    Name:
    WHH FOUNDATION
    EIN:
    20-0775264
    Description Amount
    COST BASIS CORRECTION 205,006


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    WHH FOUNDATION
    EIN:
    20-0775264
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 23,205 23,205   0
    CONSULTING 120,275 27,290   77,178
    PAYROLL PROCESSING 1,709 171   1,197
    GRANTS MANAGEMENT SERVICES 16,500 0   16,500


    TY 2018 TaxesSchedule
    Name:
    WHH FOUNDATION
    EIN:
    20-0775264
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 60,000 0   0
    FOREIGN TAX 7,766 7,766   0
    FILING FEES 210 0   0
    PAYROLL TAXES 11,930 1,193   8,351