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
THE DAVID GEFFEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)12011 SAN VICENTE BLVD SUITE 606
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA900494926
A Employer identification number

95-4085811
B Telephone number (see instructions)

(310) 581-5900
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$571,919,595J 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) 122,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 27,368,035 27,368,035  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,505,907
b Gross sales price for all assets on line 6a 198,506,149
7 Capital gain net income (from Part IV, line 2)... 34,505,917
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 -7,071,269 -821,121 -6,250,148
12 Total. Add lines 1 through 11........ 176,802,673 61,052,831 -6,250,148
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,872 0 0 150,872
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 9,388 0 0 9,388
16a Legal fees (attach schedule)......... Click to see attachment 78,506 26,168 0 52,337
b Accounting fees (attach schedule)....... Click to see attachment 41,150 13,717 0 27,433
c Other professional fees (attach schedule).... Click to see attachment 234,608 234,608 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 760,010 0 0 10
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 69 0 0 69
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 32,542 0 0 32,542
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,307,145 274,493 0 272,651
25 Contributions, gifts, grants paid....... 38,649,620 38,649,620
26 Total expenses and disbursements. Add lines 24 and 25 39,956,765 274,493 0 38,922,271
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 136,845,908
b Net investment income (if negative, enter -0-) 60,778,338
c Adjusted net income (if negative, enter -0-)... 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............. -5,715 -41,967 49,999
2 Savings and temporary cash investments......... 9,996,861 32,153,489 50,527,149
3 Accounts receivable bullet3,000,000
Less: allowance for doubtful accounts bullet   3,000,000 3,000,000 3,000,000
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) 34,633,725 Click to see attachment34,152,378 34,381,550
b Investments—corporate stock (attach schedule)....... 137,238,845 Click to see attachment103,932,960 103,998,069
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 305,157,742 Click to see attachment379,962,828 379,962,828
14 Land, buildings, and equipment: basis bullet24,638
Less: accumulated depreciation (attach schedule) bullet24,638 35 Click to see attachment0 0
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 490,021,493 553,159,688 571,919,595
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 490,021,493 553,159,688
30 Total net assets or fund balances (see instructions)..... 490,021,493 553,159,688
31 Total liabilities and net assets/fund balances (see instructions). 490,021,493 553,159,688
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
490,021,493
2
Enter amount from Part I, line 27a .....................
2
136,845,908
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
626,867,401
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
73,707,713
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
553,159,688
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 MS P 2018-01-01 2018-12-31
b GS P 2018-01-01 2018-12-31
c JPM P 2018-01-01 2018-12-31
d FIRST REPUBLIC P 2018-01-01 2018-12-31
e A-GRADE HOLDINGS, LLC P 2018-01-01 2018-12-31
RAINE VENTURES PARTNERS P 2018-01-01 2018-12-31
RAINE VENTURE PARTNER II P 2018-01-01 2018-12-31
CLAREMOUNT V ASSOCIATES P 2018-01-01 2018-12-31
TCV IX (A) L.P. P 2018-01-01 2018-12-31
RIDGEBACK OPPORTUNITIES FUND LP P 2018-01-01 2018-12-31
CIRCLE 9 P 2018-01-01 2018-12-31
SILVER LAKE PARTNERS V MARQUEE P 2018-01-01 2018-12-31
(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 160,377,888   129,914,127 30,463,761
b 10,599,785   9,707,263 892,522
c 14,244,600   13,566,569 678,031
d 11,644,721   10,404,586 1,240,135
e 53,669     53,669
    12,650 -12,650
331,039     331,039
    13,894 -13,894
1,251,278     1,251,278
    345,710 -345,710
    35,433 -35,433
3,169     3,169
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       30,463,761
b       892,522
c       678,031
d       1,240,135
e       53,669
      -12,650
      331,039
      -13,894
      1,251,278
      -345,710
      -35,433
      3,169
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 34,505,917
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 34,505,917
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 37,178,732 570,480,452 0.065171
2016 36,160,634 482,297,710 0.074976
2015 25,142,735 301,284,234 0.083452
2014 14,196,019 136,046,906 0.104347
2013 4,362,188 92,966,006 0.046922
2
Total of line 1, column (d) .....................
2
0.374868
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
0.074974
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
544,124,091
5
Multiply line 4 by line 3......................
5
40,795,160
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
607,783
7
Add lines 5 and 6........................
7
41,402,943
8
Enter qualifying distributions from Part XII, line 4,.............
8
38,922,271
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,215,567
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,215,567
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,215,567
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,075,592
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 630,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,705,592
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 490,025
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet490,025 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRICHARD SHERMAN Telephone no.bullet (310) 581-5900

    Located atbullet12011 SAN VICENTE BLVD STE 606LOS ANGELESCA ZIP+4bullet900494926
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........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
    DAVID GEFFEN TRUSTEE
    1.00     		0 0 0
    12011 SAN VICENTE BLVD SUITE 606
    LOS ANGELES,CA900494926
    RICHARD SHERMAN TRUSTEE
    1.00     		0 0 0
    12011 SAN VICENTE BLVD SUITE 606
    LOS ANGELES,CA900494926
    J DALLAS DISHMAN EXECUTIVE DIRECTOR
    40.00     		150,872 9,388 0
    12011 SAN VICENTE BLVD SUITE 606
    LOS ANGELES,CA900494926
    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
    MORGAN STANLEY INVESTMENT FEES 197,316
    1999 AVE OF THE STARS SUIRE 2400
    LOS ANGELES,CA90067
    PAUL WEISS RIFKIND & WHARTON LLP LEGALS SERVICES 70,319
    1285 AVE OF THE AMERICAS
    NEW YORK,NY100196064
    PRICEWATERHOUSECOOPERS LLP ACCOUNTING 28,400
    601 S FIGUEROA STREET
    LOS ANGELES,CA90017
    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 NONE 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    150,595,190
    b
    Average of monthly cash balances.......................
    1b
    18,852,227
    c
    Fair market value of all other assets (see instructions)................
    1c
    382,962,828
    d
    Total (add lines 1a, b, and c).........................
    1d
    552,410,245
    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
    552,410,245
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,286,154
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    544,124,091
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    27,206,205
    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
    27,206,205
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,215,567
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,215,567
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    25,990,638
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    25,990,638
    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
    25,990,638
    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
    38,922,271
    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
    38,922,271
    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
    38,922,271
    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 25,990,638
    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...... 8,150,044
    c From 2015...... 19,312,983
    d From 2016...... 12,141,270
    e From 2017...... 8,877,510
    fTotal of lines 3a through e........ 48,481,807
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 38,922,271
    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..... 25,990,638
    e Remaining amount distributed out of corpus 12,931,633
    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 61,413,440
    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 ......     		61,413,440
    10 Analysis of line 9:
    a Excess from 2014.... 8,150,044
    b Excess from 2015.... 19,312,983
    c Excess from 2016.... 12,141,270
    d Excess from 2017.... 8,877,510
    e Excess from 2018.... 12,931,633
    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).)
    DAVID GEFFEN
    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
    VAAD HANOCHOS HATMIMIMINC GJCF - GERSHON JACOBSON JEWISH CONTINUITY FUND
    757 3RD AVENUE
    NEW YORK,NY10017     		NONE PC GENERAL SUPPORT 5,000
    CITY YEAR
    606 S OLIVE STREET
    LOS ANGELES,CA90014     		NONE PC GENERAL SUPPORT 25,000
    BET TZEDEK
    3250 WILSHIRE BLVD 13TH FLOOR
    LOS ANGELES,CA90010     		NONE PC GENERAL SUPPORT 5,000
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVE NW
    WASHINGTON DC,DC20036     		NONE PC GENERAL SUPPORT 5,000
    LIBERTY HILL FOUNDATION
    6420 WILSHIRE BLVD SUITE 700
    LOS ANGELES,CA90048     		NONE PC GENERAL SUPPORT 2,000
    LAMBDA LITERARY FOUNDATION
    5482 WILSHIRE BLVD
    LOS ANGELES,CA90036     		NONE PC GENERAL SUPPORT 5,000
    NAVY SEAL FOUNDATION
    162 WEST 56TH STREET
    NEW YORK,NY10019     		NONE PC GENERAL SUPPORT 50,000
    RAISE A CHILD
    695 SOUTH VERMONT AVE
    LOS ANGELES,CA90005     		NONE PC GENERAL SUPPORT 2,500
    SIMON WIESENTHAL CENTER
    1399 SOUTH ROXBURY DRIVE
    LOS ANGELES,CA90035     		NONE PC GENERAL SUPPORT 25,000
    TIERRA DEL SOL FOUNDATION
    9919 SUNLAND BLVD
    SUNLAND,CA91040     		NONE PC GENERAL SUPPORT 10,000
    WESTERN CENTER ON LAW AND POVERTY
    3701 WILSHIRE BLVD
    LOS ANGELES,CA90010     		NONE PC GENERAL SUPPORT 20,000
    YOUNG EISNER SCHOLARS
    969 STONE CANYON ROAD
    LOS ANGELES,CA90077     		NONE PC GENERAL SUPPORT 100,000
    BREAST CANCER RESEARCH FOUNDATION
    4900 SAN FERNANDO ROAD
    GLENDALE,CA91204     		NONE PC GENERAL SUPPORT 5,000
    ROUNDABOUT THEATRE COMPANY
    231 WEST 39TH STREET
    NEW YORK,NY10018     		NONE PC GENERAL SUPPORT 2,000
    JEWISH BIG BROTHERS OF LOS ANGELES
    6505 WILSHIRE BLVD
    LOS ANGELES,CA90048     		NONE PC GENERAL SUPPORT 2,500
    ROCK AND ROLL HALL OF FAME AND MUSEUM
    1100 ROCK AND ROLL BLVD
    CLEVELAND,OH44114     		NONE PC GENERAL SUPPORT 7,500
    ACLU LESBIANGAY RIGHTS PROJECT
    125 BROAD STREET
    NEW YORK,NY10004     		NONE PC GENERAL SUPPORT 25,000
    BAILEY HOUSE
    254 WEST 29TH STREET
    NEW YORK,NY10001     		NONE PC GENERAL SUPPORT 1,000
    BREAST CANCER RESEARCH FOUNDATION
    60 EAST 56TH STREET
    NEW YORK,NY10022     		NONE PC GENERAL SUPPORT 10,000
    ELTON JOHN AIDS FOUNDATION
    584 BROADWAY
    NEW YORK,NY10012     		NONE PC GENERAL SUPPORT 10,000
    FOOD FORWARD
    7412 FULTON AVENUE
    NORTH HOLLYWOOD,CA91605     		NONE PC GENERAL SUPPORT 10,000
    LAMBDA LEGAL DEFENSEEDUC FND
    120 WALL STREET
    NEW YORK,NY10005     		NONE PC GENERAL SUPPORT 50,000
    NEW JEWISH HOME
    162 WEST 56TH STREET
    NEW YORK,NY10019     		NONE PC GENERAL SUPPORT 5,000
    HELP GROUP THE
    13130 BURBANK BLVD
    SHERMAN OAKS,CA91401     		NONE PC GENERAL SUPPORT 5,000
    SPONSORS FOR EDUCATIONL OPPORTUNITY
    25 EAST 67TH STREET 5C
    NEW YORK,NY10065     		NONE PC GENERAL SUPPORT 5,000
    UNITED NEGRO COLLEGE FUND
    3699 WILSHIRE BLVD
    LOS ANGELES,CA90010     		NONE PC GENERAL SUPPORT 15,000
    HOMEBOY INDUSTRIES
    20929 VENTURA BLVD NO 47-291
    WOODLAND HILLS,CA91364     		NONE PC GENERAL SUPPORT 1,000
    ST JOSEPH CENTER
    204 HAMPTON DRIVE
    VENICE,CA90291     		NONE PC GENERAL SUPPORT 4,000
    CHILDREN'S ACTION NETWORK
    11849 WEST OLYMPIC BLVD
    LOS ANGELES,CA90064     		NONE PC GENERAL SUPPORT 5,000
    SONGWRITERS HALL OF FAME
    17-19 MARBLE AVENUE
    PLEASANTVILLE,NY10570     		NONE PC GENERAL SUPPORT 5,000
    VENICE FAMILY CLINIC
    604 ROSE AVE
    VENICE,CA90291     		NONE PC GENERAL SUPPORT 10,000
    WOMEN'S GUILD OF CEDARS-SINAI
    5757 WILSHIRE BLVD SUITE 335
    LOS ANGELES,CA90036     		NONE PC GENERAL SUPPORT 10,000
    ANTI-DEFAMATION LEAGUE
    10495 SANTA MONICA BLVD
    LOS ANGELES,CA90025     		NONE PC GENERAL SUPPORT 3,500
    DOWNTOWN WOMEN'S CENTER
    442 S SAN PEDRO STREET
    LOS ANGELES,CA90013     		NONE PC GENERAL SUPPORT 5,000
    GREENWAY ARTS ALLIANCE
    544 NORTH FAIRFAX AVENUE
    LOS ANGELES,CA90036     		NONE PC GENERAL SUPPORT 5,000
    SAGE
    305 7TH AVENUE
    NEW YORK,NY10001     		NONE PC GENERAL SUPPORT 15,000
    WEST HOLLYWOOD COMMUNITY HOUSING CORPORATION
    7530 SANTA MONICA BLVD SUITE 1
    WEST HOLLYWOOD,CA90046     		NONE PC GENERAL SUPPORT 10,000
    MOVEMENT ADVANCEMENT PROJECT
    2215 MARKET STREET
    DENVER,CO80205     		NONE PC GENERAL SUPPORT 50,000
    WORLD OF CHILDREN
    23046 AVENIDA DE LA CARLOTA
    LAGUNA HILLAS,CA92653     		NONE PC GENERAL SUPPORT 5,000
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10019     		NONE PC GENERAL SUPPORT 10,000,000
    HUMAN RIGHTS WATCH
    11500 WEST OLYMPIC BLVD SUITE 445
    LOS ANGELES,CA90064     		NONE PC GENERAL SUPPORT 5,000
    JEWISH FAMILY SERVICES OF LOS ANGELES
    280 S BEVERLY DRIVE
    BEVERLY HILLS,CA90212     		NONE PC GENERAL SUPPORT 10,000
    NATIONAL GAY AND LESBIAN TASK FORCE
    116 NASSAU STREET
    NEW YORK,NY10038     		NONE PC GENERAL SUPPORT 15,000
    PARA LOS NINOS
    10536 CULVER BLVD
    CULVER CITY,CA90232     		NONE PC GENERAL SUPPORT 1,000
    RACE TO ERASE MS
    1875 CENTURY PARK EAST
    LOS ANGELES,CA90067     		NONE PC GENERAL SUPPORT 2,000
    UNITED NATIONS CHILDREN'S FUND (UNICEF)
    10351 SANTA MONICA BLVD SUITE 402
    LOS ANGELES,CA90025     		NONE PC GENERAL SUPPORT 5,000
    VENICE FAMILY CLINIC
    604 ROSE AVENUE
    VENICE,CA90291     		NONE PC GENERAL SUPPORT 6,000
    GATEHOUSE THE
    PO BOX 398
    GRAPEVINE,TX76009     		NONE PC GENERAL SUPPORT 2,500
    PROJECT SUNSHINE
    211 EAST 43RD STREET
    NEW YORK,NY10017     		NONE PC GENERAL SUPPORT 5,000
    MALARIA NO MORE
    2341 EASTLAKE AVE E
    SEATTLE,WA98102     		NONE PC GENERAL SUPPORT 10,000
    AMERICAN FILM INSTITUTE
    2021 NORTH WESTERN AVE
    LOS ANGELES,CA90027     		NONE PC GENERAL SUPPORT 5,000
    CHRYSALIS
    1853 LINCOLN BLVD
    SANTA MONICA,CA90404     		NONE PC GENERAL SUPPORT 5,000
    HEAL THE BAY
    1444 9TH STREET
    SANTA MONICA,CA90401     		NONE PC GENERAL SUPPORT 5,000
    NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH
    14 WALL STREET
    NEW YORK,NY10005     		NONE PC GENERAL SUPPORT 5,000
    NEW YORK RESTORATION PROJECT
    254 WEST 31ST STREET
    NEW YORK,NY10001     		NONE PC GENERAL SUPPORT 1,250
    ACTORS' FUND OF AMERICA
    650 FIRST AVENUE SUITE 7NW
    NEW YORK,NY10016     		NONE PC GENERAL SUPPORT 15,000
    NEW YORK PUBLIC LIBRARY
    445 FIFTH AVENUE FLOOR 4
    NEW YORK,NY10016     		NONE PC GENERAL SUPPORT 5,000
    UNITED FRIENDS OF THE CHILDREN
    1055 WILSHIRE BLVD SUITE 1955
    LOS ANGELES,CA90017     		NONE PC GENERAL SUPPORT 5,000
    LOS ANGELES COUNTY POLICE CANINE ASSOCIATION
    1223 WILSHIRE BLVD
    SANTA MONICA,CA90403     		NONE PC GENERAL SUPPORT 5,000
    LINCOLN CENTER FOR PERFORMING ARTS
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE PC GENERAL SUPPORT 25,000
    SERO PROJECT
    PO BOX 1233
    MILFORD,PA18337     		NONE PC GENERAL SUPPORT 5,000
    92ND STREET Y
    1395 LEXINGTON AVENUE
    NEW YORK,NY10128     		NONE PC GENERAL SUPPORT 7,500
    ALCOTT CENTER FOR MENTAL HEALTH SERVICES
    1433 S ROBERTSON BLVD
    LOS ANGELES,CA90035     		NONE PC GENERAL SUPPORT 15,000
    BEVERLY HILLS FIREMAN'S RELIEF FUND
    280 SOUTH BEVERLY DRIVE
    BEVERLY HILLS,CA90210     		NONE PC GENERAL SUPPORT 5,000
    LOS ANGELES POLICE FOUNDATION
    633 W 5TH STREET
    LOS ANGELES,CA90071     		NONE PC GENERAL SUPPORT 5,000
    LOS ANGELES PRESS CLUB
    6500 SUNSET BLVD
    LOS ANGELES,CA90028     		NONE PC GENERAL SUPPORT 3,000
    NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
    101 S INDEPENDENCE MALL EAST
    PHILADELPHIA,PA19106     		NONE PC GENERAL SUPPORT 5,000
    NATURAL RESOURCES DEFENSE COUNCIL
    SANTA MONICA
    SANTA MONICA,CA90401     		NONE PC GENERAL SUPPORT 25,000
    BRIDGE SCHOOL
    545 EUCALYPTUS AVE
    HILLSBOROUGH,CA94010     		NONE PC GENERAL SUPPORT 100,000
    WESTSIDE FAMILY HEALTH CENTER
    1711 OCEAN PARK BOULEVARD
    SANTA MONICA,CA90405     		NONE PC GENERAL SUPPORT 5,000
    HARMONY PROJECT
    2010 VINE STREET
    LOS ANGELES,CA90068     		NONE PC GENERAL SUPPORT 37,500
    CHILDRENS HOSPITAL LOS ANGELES
    PO BOX 615
    PACIFIC PALISADES,CA90272     		NONE PC GENERAL SUPPORT 500
    ACLU FOUNDATION OF SOUTHERN CALIFORNIA
    1313 W 8TH STREET
    LOS ANGELES,CA90017     		NONE PC GENERAL SUPPORT 1,500
    CHILDREN'S DIABETES FOUNDATION
    4380 S SYRACUSE STREET
    DENVER,CO80237     		NONE PC GENERAL SUPPORT 25,000
    LA GAY & LESBIAN FILM FESTIVAL
    3470 WILSHIRE BLVD
    LOS ANGELES,CA90010     		NONE PC GENERAL SUPPORT 10,000
    PROYECTO PASTORAL AT DOLORES MISSION
    135 NORTH MISSION ROAD
    LOS ANGELES,CA90033     		NONE PC GENERAL SUPPORT 5,000
    SHAKESPEARE CENTER OF LOS ANGELES
    10536 CULVER BLVD
    CULVER CITY,CA90323     		NONE PC GENERAL SUPPORT 10,000
    UCLA FOUNDATION (GEFFEN PLAYHOUSE)
    10886 LECONTE AVENUE
    LOS ANGELES,CA90024     		NONE PC GENERAL SUPPORT 300,000
    STATUE OF LIBERTY ELLIS ISLAND FOUNDATION
    17 BATTERY PLACE
    NEW YORK,NY01004     		NONE PC GENERAL SUPPORT 500,000
    AMERICAN FILM INSTITUTE
    2021 NORTH WESTERN AVE
    LOS ANGELES,CA90027     		NONE PC GENERAL SUPPORT 100,000
    AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
    16633 VENTURA BLVD
    ENCINO,CA91436     		NONE PC GENERAL SUPPORT 25,000
    CHRYSALIS
    1853 LINCOLN BLVD
    SANTA MONICA,CA90404     		NONE PC GENERAL SUPPORT 10,000
    FILM FORUM
    209 WEST HOUSTON STREET
    NEW YORK,NY10014     		NONE PC GENERAL SUPPORT 50,000
    LA PROMISE FUND
    202 WEST 1ST STREET
    LOS ANGELES,CA90012     		NONE PC GENERAL SUPPORT 5,000
    NEW YORK RESTORATION PROJECT
    254 WEST 31ST STREET
    NEW YORK,NY10001     		NONE PC GENERAL SUPPORT 10,000
    SKIRBALL CULTURAL CENTER
    2701 NORTH SEPULVEDA BLVD
    LOS ANGELES,CA90049     		NONE PC GENERAL SUPPORT 10,000
    LAUREL FOUNDATION
    75 SOUTH GRAND AVENUE
    PASADENA,CA91105     		NONE PC GENERAL SUPPORT 5,000
    CANCERCARE
    275 SEVENTH AVENUE 22ND FLOOR
    NEW YORK,NY10001     		NONE PC GENERAL SUPPORT 5,000
    ALS ASSOCIATION THE
    PO BOX 565
    AGORA HILLS,CA91376     		NONE PC GENERAL SUPPORT 10,000
    WE ARE LAUREL CANYON
    8751 WONDERLAND PARK AVENUE
    LOS ANGELES,CA90046     		NONE PC GENERAL SUPPORT 15,000
    AMERICAN SOCIETY FOR YAD VASHEM
    11911 SAN VICENTE BLVD SUITE 215
    LOS ANGELES,CA90049     		NONE PC GENERAL SUPPORT 25,000
    AMERICAN THEATRE WING
    230 WEST 41ST STREET
    NEW YORK,NY10036     		NONE PC GENERAL SUPPORT 10,000
    AMFAR
    120 WALL ST
    NEW YORK,NY10005     		NONE PC GENERAL SUPPORT 10,000
    FOUNDATION FOR CONTEMPORARY PERFORMANCE ARTS
    820 GREENWHICH ST
    NEW YORK,NY10014     		NONE PC GENERAL SUPPORT 10,000
    GOD'S LOVE WE DELIVER
    166 AVENUE OF THE AMERICAS
    NEW YORK,NY10013     		NONE PC GENERAL SUPPORT 25,000
    HAMMER MUSEUM
    10899 WILSHIRE BLVD
    LOS ANGELES,CA90024     		NONE PC GENERAL SUPPORT 25,000
    HOMELESS NOT TOOTHLESS
    11980 SAN VICENTE BLVD
    BRENTWOOD,CA90049     		NONE PC GENERAL SUPPORT 10,000
    RAPE FOUNDATION
    1223 WILSHIRE BLVD
    SANTA MONICA,CA90403     		NONE PC GENERAL SUPPORT 10,000
    NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER
    200 LIBERTY STREET
    NEW YORK,NY10281     		NONE PC GENERAL SUPPORT 10,000
    AMERICAN CINEMATHEQUE
    167 GRANVILLE AVE
    LOS ANGELES,CA90049     		NONE PC GENERAL SUPPORT 5,000
    BEVERLY HILLS POLICE OFFICERS ASSOCIATION
    9663 SANTA MONICA BLVD SUITE 786
    BEVERLY HILLS,CA90210     		NONE PC GENERAL SUPPORT 5,000
    NATIONAL BREAST CANCER COALITION
    13743 VENTURA BLVD SUITE 220
    SHERMAN OAKS,CA91423     		NONE PC GENERAL SUPPORT 5,000
    FEMINIST MAJORITY FOUNDATION
    433 S BEVERLY DR
    BEVERLY HILLS,CA90212     		NONE PC GENERAL SUPPORT 5,000
    ELEANOR WHITMORE EARLY CHILDHOOD CENTER
    PO BOX 63
    EAST HAMPTON,NY11937     		NONE PC GENERAL SUPPORT 5,000
    ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION
    PO BOX 418649
    BOSTON,MA02241     		NONE PC GENERAL SUPPORT 10,000
    FCANCER
    9854 NATIONAL BLVD
    LOS ANGELES,CA90034     		NONE PC GENERAL SUPPORT 25,000
    LA FREE CLINIC
    8405 BEVERLY BLVD
    LOS ANGELES,CA90048     		NONE PC GENERAL SUPPORT 1,500
    HUMAN RIGHTS WATCH
    13743 VENTURA BLVD SUITE 220
    SHERMAN OAKS,CA91423     		NONE PC GENERAL SUPPORT 3,500
    JEWISH BIG BROTHERS OF LOS ANGELES
    6505 WILSHIRE BLVD
    LOS ANGELES,CA90048     		NONE PC GENERAL SUPPORT 5,000
    JEWISH HEALING AND HOSPICE CENTER OF LOS ANGELES
    10573 W PICO BLVD 850
    LOS ANGELES,CA90064     		NONE PC GENERAL SUPPORT 20,000
    NEW YORK LANDMARKS CONSERVANCY
    629 FIFTH AVENUE SUITE 106
    NEW YORK,NY10803     		NONE PC GENERAL SUPPORT 3,000
    STUDENTS RUN AMERICASTUDENTS RUN LA
    5252 CREBS AVENUE
    TARZANA,CA91356     		NONE PC GENERAL SUPPORT 5,000
    MUSIC CENTER
    135 N GRAND AVENUE
    LOS ANGELES,CA90012     		NONE PC GENERAL SUPPORT 25,000
    FACING ADDICTION
    100 MILL PLAIN ROAD
    DANBURY,CT06811     		NONE PC GENERAL SUPPORT 25,000
    UCLA FOUNDATION
    660 CHARLES YOUNG DRIVE
    LOS ANGELES,CA90095     		NONE PC GENERAL SUPPORT 11,683,037
    ALTERNATIVE LIVING FOR THE AGING
    2029 CENTURY PARK EAST SUITE 4393
    LOS ANGELES,CA90067     		NONE PC GENERAL SUPPORT 2,500
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    6505 WILSHIRE BLVD SUITE 625
    LOS ANGELES,CA90048     		NONE PC GENERAL SUPPORT 20,000
    PEOPLE ASSISTING THE HOMELESS
    340 NORTH MADISON AVE
    LOS ANGELES,CA90004     		NONE PC GENERAL SUPPORT 20,000
    PROJECT ANGEL FOOD
    922 VINE STREET
    LOS ANGELES,CA90038     		NONE PC GENERAL SUPPORT 15,000
    PUBLIC COUNSEL
    610 S ARDMORE AVENUE
    LOS ANGELES,CA90005     		NONE PC GENERAL SUPPORT 1,000
    SURVIVORS OF THE SHOAH
    1150 SOUTH OLIVE STREET STE 2400
    LOS ANGELES,CA90015     		NONE PC GENERAL SUPPORT 100,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		NONE PC GENERAL SUPPORT 100,000
    SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE
    10901 N TORREY PINES ROAD
    LA JOLLA,CA92037     		NONE PC GENERAL SUPPORT 10,000
    ANGELS AT RISK
    9701 WILSHIRE BLVD SUITE 1000
    BEVERLY HILLS,CA90212     		NONE PC GENERAL SUPPORT 10,000
    BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES
    3150 SAN FERNANDO ROAD
    LOS ANGELES,CA90065     		NONE PC GENERAL SUPPORT 2,500
    CITY OF HOPE
    1500 E DUARTE ROAD
    DUARTE,CA91010     		NONE PC GENERAL SUPPORT 10,000
    DEBBIE ALLEN DANCE ACADEMY
    3791 SANTA ROSALIA DRIVE
    LOS ANGELES,CA90008     		NONE PC GENERAL SUPPORT 6,000
    ELTON JOHN AIDS FOUNDATION
    584 BROADWAY
    NEW YORK,NY10012     		NONE PC GENERAL SUPPORT 10,000
    MUSEUM OF THE MOVING IMAGE
    162 WEST 56TH STREET SUITE 405
    NEW YORK,NY10019     		NONE PC GENERAL SUPPORT 7,500
    NEW YORK RESTORATION PROJECT
    17-19 MARBLE AVENUE
    PLEASANTVILLE,NY10570     		NONE PC GENERAL SUPPORT 5,000
    ROBERT F KENNEDY MEMORIAL
    PO BOX 982
    NEW YORK,NY10272     		NONE PC GENERAL SUPPORT 10,000
    HETRICK-MARTIN INSTITUTE
    2 ASTOR PLACE
    NEW YORK,NY10003     		NONE PC GENERAL SUPPORT 25,000
    LYMPHOMA RESEARCH FOUNDATION OF AMERICA
    88 PINE STREET SUITE 2400
    NEW YORK,NY10005     		NONE PC GENERAL SUPPORT 75,000
    GMHC
    307 WEST 38TH STREET
    NEW YORK,NY10018     		NONE PC GENERAL SUPPORT 2,000
    ALGEMEINER INC
    208 EAST 51ST STREET SUITE 185
    NEW YORK,NY10022     		NONE PC GENERAL SUPPORT 5,000
    CHILDREN'S DEFENSE FUND
    10536 CULVER BLVD
    CULVER CITY,CA90232     		NONE PC GENERAL SUPPORT 7,500
    DISCOVERY CUBE LOS ANGELES
    11800 FOOTHILL BLVE
    LOS ANGELES,CA91342     		NONE PC GENERAL SUPPORT 2,500
    HOLLYWOOD COMMUNITY HOUSING CORPORATION
    5020 SANTA MONICA BLVD
    LOS ANGELES,CA90029     		NONE PC GENERAL SUPPORT 10,000
    LOS ANGELES CONSERVANCY
    523 WEST SIXTH STREET
    LOS ANGELES,CA90014     		NONE PC GENERAL SUPPORT 10,000
    ONE ARCHIVES FOUNDATION
    7655 W SUNSET BLVD
    LOS ANGELES,CA90046     		NONE PC GENERAL SUPPORT 25,000
    FRIENDLY HOUSE
    5757 WILSHIRE BLVE SUITE 335
    LOS ANGELES,CA90036     		NONE PC GENERAL SUPPORT 2,500
    MUSEUM OF TELEVISION & RADIO
    24 WEST 52ND STREET
    NEW YORK,NY10019     		NONE PC GENERAL SUPPORT 10,000
    THEATER HALL OF FAME
    353 W 56TH STREET
    NEW YORK,NY10019     		NONE PC GENERAL SUPPORT 500
    WORLD JEWISH CONGRESS AMERICAN SECTION
    501 MADISON AVENUE
    NEW YORK,NY10022     		NONE PC GENERAL SUPPORT 15,000
    LOS ANGELES FIRE DEPARTMENT FOUNDATION
    1875 CENTURY PARK EAST
    LOS ANGELES,CA90067     		NONE PC GENERAL SUPPORT 3,333
    ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION
    290 KING OF PRUSSIA ROAD
    RADNOR,PA19087     		NONE PC GENERAL SUPPORT 1,000,000
    UCLA FOUNDATION
    10920 WILSHIRE BLVD
    LOS ANGELES,CA90024     		NONE PC GENERAL SUPPORT 13,000,000
    BROTHERHOOD CRUSADE
    200 EAST SLAUSON AVENUE
    LOS ANGELES,CA90011     		NONE PC GENERAL SUPPORT 25,000
    ANDERSON CENTER FOR AUTISM
    4885 ROUTE 9
    STAATSBURG,NY12580     		NONE PC GENERAL SUPPORT 5,000
    ETTA OHEL
    13034 SATICOY STREET
    NORTH HOLLYWOOD,CA91605     		NONE PC GENERAL SUPPORT 5,000
    AMERICA'S SECOND HARVEST
    35 E WACKER DRIVE
    CHICAGO,IL60601     		NONE PC GENERAL SUPPORT 25,000
    LOS ANGELES MUSEUM OF THE HOLOCAUST
    100 S THE GROVE DRIVE
    LOS ANGELES,CA90036     		NONE PC GENERAL SUPPORT 5,000
    AMERICAN FRIENDS OF THE ISRAEL SPORTS CENTER FOR THE DISABLED
    ONE NORTHFIELD PLAZA
    NORTHFIELD,IL60093     		NONE PC GENERAL SUPPORT 5,000
    THE TREVOR PROJECT
    PO BOX 69232
    WEST HOLLYWOOD,CA90069     		NONE PC GENERAL SUPPORT 5,000
    AMERICA NEEDS YOU
    589 8TH AVENUE
    NEW YORK,NY10018     		NONE PC GENERAL SUPPORT 25,000
    PUBLIC THEATER
    425 LAFAYETTE ST
    NEW YORK,NY10003     		NONE PC GENERAL SUPPORT 10,000
    SAFE HORIZON
    2 LAFAYETTE STREET
    NEW YORK,NY10007     		NONE PC GENERAL SUPPORT 15,000
    SIMON WIESENTHAL CENTER
    1399 SOUTH ROXBURY DRIVE
    LOS ANGELES,CA90035     		NONE PC GENERAL SUPPORT 25,000
    THE KENNEDY CENTER
    2700 F STREET NW
    WASHINGTON DC,DC20566     		NONE PC GENERAL SUPPORT 2,000
    ONE CAMPAIGN
    1400 EYE STREET
    WASHINGTON DC,DC20005     		NONE PC GENERAL SUPPORT 25,000
    Total .................................bullet 3a 38,649,620
    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 ...........     		         
    4 Dividends and interest from securities....     14 27,368,035  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 26,565  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 34,505,907  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aA-GRADE HOLDINGS INVESTMENT     		    14 -10,203  
    bAPOLLO EUROPEAN PRINCIPAL          
    cCIRCLE 9 900000 -5,872,914 14    
    dCLAREMOUNT V ASSOCIATES     14 -4,821  
    eCOATUE CT XXI     14 -1,343  
    fCOATUE EARLY STAGE FUND LP          
    gDIDI HOLDINGS          
    hOREI FUND LP 900000 -188,597 14    
    iRAINE VENTURES PARTNERS     14 -24,808  
    jRAINE VENTURES PARTNERS II     14 -85,804  
    kRIDGEBACK OPPORTUNITIES FUND LP     14 -44,051  
    lSILVER LAKE PARTNERS V DE (AIV II) 900000 -5,631 14    
    mSILVER LAKE PARTNERS V DE (AIV) 900000 -42,085 14    
    nSILVER LAKE PARTNERS V DE (AIV) MARQUEE 900000 -3,344 14    
    oTCV IX (A) LP 900000 -137,577 14    
    pTICP CLO PARTNERS     14 -15,300  
    qBLACKSTONE TOTAL ALTERNATIVES     14 -14,036  
    rSILVER LAKE PARTNERS V     14 -242,935  
    sTCV IX (A) LP     14 -358,848  
    tOREI FUND LP     14 -74,264  
    12 Subtotal. Add columns (b), (d), and (e).. -6,250,148 61,052,821 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    54,802,673
    (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
    THE DAVID GEFFEN FOUNDATION
     
    Employer identification number

    95-4085811
    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
    THE DAVID GEFFEN FOUNDATION
          		Employer identification number
    95-4085811
    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
    DAVID GEFFEN  
    12011 SAN VICENTE BLVD SUITE 606
     
    LOS ANGELES, CA900494926

    		$ 121,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    DAVID GEFFEN  
    12011 SAN VICENTE BLVD SUITE 606
     
    LOS ANGELES, CA900494926

    		$ 1,000,000


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

    		$  


    (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.)
    (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
    THE DAVID GEFFEN FOUNDATION
          		Employer identification number

    95-4085811
    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
    		 BANK OF AMERICA STOCK $ 121,000,000 2018-09-14
    (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
     
    		$    
    (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
     
    		$    
    (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
    THE DAVID GEFFEN FOUNDATION
          		Employer identification number

    95-4085811
    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:
    THE DAVID GEFFEN FOUNDATION
    EIN:
    95-4085811
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRICEWATERHOUSECOOPERS LLP 28,400 9,467 0 18,933
    PAUL H. GLASS ACCOUNTANCY CORP 12,750 4,250 0 8,500

    TY 2018 AllOthProgRltdInvestmentsSch
    Name:
    THE DAVID GEFFEN FOUNDATION
    EIN:
    95-4085811
    Category Amount
    NONE 0

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE DAVID GEFFEN FOUNDATION
    EIN:
    95-4085811
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIRST REPUBLIC ACCOUNTS 16,451 202
    GS ACCOUNTS 116 116
    JPM ACCOUNTS 1,226 1,226
    MS ACCOUNTS - SEE ATTACHED 103,915,167 103,996,525

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE DAVID GEFFEN FOUNDATION
    EIN:
    95-4085811
    US Government Securities - End of Year Book Value:

    34,152,378
    US Government Securities - End of Year Fair Market Value:

    34,381,550
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE DAVID GEFFEN FOUNDATION
    EIN:
    95-4085811
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AG ASIA REALITY FUND AT COST 8,841,408 8,841,408
    AG DLI LP AT COST 6,488,893 6,488,893
    AG EUROPE REALITY HOLDINGS AT COST 3,485,286 3,485,286
    A-GRADE HOLDINGS, LLC AT COST 577,795 577,795
    AMBULNZ, INC AT COST 5,000,400 5,000,400
    APOLLO EUROPEAN PRINCIPAL AT COST 2,756,116 2,756,116
    BLACKSTONE TOTAL ALTERNATIVES AT COST 3,686,797 3,686,797
    CIRCLE 9 AT COST 13,843,842 13,843,842
    CITADEL GLOBAL EQUITIES AT COST 21,970,868 21,970,868
    CLAREMOUNT V ASSOCIATES AT COST 1,632,341 1,632,341
    COATUE CT XXI LLC AT COST 2,900,103 2,900,103
    COATUE KONA III AT COST 10,060,797 10,060,797
    COATUE OFFSHORE FUND LTD AT COST 25,000,000 25,000,000
    D1 CAPITAL PARTNERS OFFSHORE LP AT COST 25,000,000 25,000,000
    DIDI HOLDINGS AT COST 9,738,905 9,738,905
    DORCHERSTER CAPITAL AT COST 10,703,202 10,703,202
    DOUBLE CRYPT AT COST 150,000 150,000
    MAPLELANE OFFSHORE FUND AT COST 25,000,000 25,000,000
    MELVIN CAPITAL OFFSHORE FUND AT COST 25,000,000 25,000,000
    NU-PULSE AT COST 5,499,401 5,499,401
    NZC GUGGENHEIM FUND AT COST 21,572,898 21,572,898
    OAKTREE GLOBAL CREDIT AT COST 25,000,000 25,000,000
    OREI FUND AT COST 8,630,940 8,630,940
    RAINE VENTURE PARTNERS II AT COST 1,814,767 1,814,767
    RAINE VENTURES PARTNERS I LP AT COST 1,466,927 1,466,927
    RIDGEBACK OPPORTUNITIES FUND AT COST 4,279,843 4,279,843
    SILVER LAKE PARTNERS V AT COST 4,436,514 4,436,514
    TCV IX (A) L.P. AT COST 13,173,017 13,173,017
    THE CHILDRENS INVESTMENT FUND AT COST 25,000,000 25,000,000
    THIRD POINT INVESTMENT 1 AT COST 10,000,000 10,000,000
    THIRD POINT OFFSHORE FUND, LTD AT COST 24,886,749 24,886,749
    TICP CLO PARTNERS AT COST 7,365,019 7,365,019
    TIGER GLOBAL AT COST 25,000,000 25,000,000

    TY 2018 LandEtcSchedule2
    Name:
    THE DAVID GEFFEN FOUNDATION
    EIN:
    95-4085811
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE FURNITURE 3,127 3,127 0 0
    OFFICE FURNITURE 2,544 2,544 0 0
    FAX MACHINE 690 690 0 0
    AUDIO/VISUAL EQUIP 738 738 0 0
    OFFICE FURNITURE 363 363 0 0
    COMPUTERS 5,629 5,629 0 0
    OFFICE FURNITURE 8,194 8,194 0 0
    OFFICE FURNITURE 752 752 0 0
    OFFICE FURNITURE 2,601 2,601 0 0


    TY 2018 LegalFeesSchedule
    Name:
    THE DAVID GEFFEN FOUNDATION
    EIN:
    95-4085811
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LOEB & LOEB 8,187 2,729 0 5,458
    PAUL, WEISS, RIFKIND & WHARTON 70,319 23,439 0 46,879


    TY 2018 OtherDecreasesSchedule
    Name:
    THE DAVID GEFFEN FOUNDATION
    EIN:
    95-4085811
    Description Amount
    PRIOR PERIOD ADJUSTMENT 14,632,914
    GAIN ON CONTRIBUTION 59,074,799


    TY 2018 OtherExpensesSchedule
    Name:
    THE DAVID GEFFEN FOUNDATION
    EIN:
    95-4085811
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES & EXPENSES 1,108 0 0 1,108
    POSTAGE 52 0 0 52
    MEALS & ENTERTAINMENT 2,647 0 0 2,647
    TRADEPAPERS 109 0 0 109
    AUTO 23 0 0 23
    FEES 28,603 0 0 28,603


    TY 2018 OtherIncomeSchedule2
    Name:
    THE DAVID GEFFEN FOUNDATION
    EIN:
    95-4085811
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC. INCOME 26,565 26,565 0
    A-GRADE HOLDINGS INVESTMENT -10,203 -10,203 0
    CIRCLE 9 -5,872,914   -5,872,914
    CLAREMOUNT V ASSOCIATES -4,821 -4,821 0
    COATUE CT XXI -1,343 -1,343 0
    OREI FUND LP -188,597   -188,597
    RAINE VENTURES PARTNERS -24,808 -24,808 0
    RAINE VENTURES PARTNERS II -85,804 -85,804 0
    RIDGEBACK OPPORTUNITIES FUND LP -44,051 -44,051 0
    SILVER LAKE PARTNERS V DE (AIV II) -5,631   -5,631
    SILVER LAKE PARTNERS V DE (AIV) -42,085   -42,085
    SILVER LAKE PARTNERS V DE (AIV) MARQUEE -3,344   -3,344
    TCV IX (A) LP -137,577   -137,577
    TICP CLO PARTNERS -15,300 -15,300 0
    BLACKSTONE TOTAL ALTERNATIVES -14,036 -14,036 0
    SILVER LAKE PARTNERS V -242,935 -242,935 0
    TCV IX (A) LP -358,848 -358,848 0
    OREI FUND LP -74,264 -74,264 0
    CIRCLE 9 48,635 48,635 0
    SILVER LAKE PARTNERS V DE (AIV II) -4,124 -4,124 0
    SILVER LAKE PARTNERS V DE (AIV) -12,063 -12,063 0
    SILVER LAKE PARTNERS V DE (AIV) MARQUEE -3,721 -3,721 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE DAVID GEFFEN FOUNDATION
    EIN:
    95-4085811
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 234,608 234,608 0 0


    TY 2018 TaxesSchedule
    Name:
    THE DAVID GEFFEN FOUNDATION
    EIN:
    95-4085811
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATED TAX PAYMENTS 760,000 0 0 0
    TAXES - LICENSES & MISC 10 0 0 10