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 SAMUEL GOLDWYN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1539 SAWTELLE BLVD NO 20
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90025
A Employer identification number

95-6006859
B Telephone number (see instructions)

(310) 473-7575
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$8,101,549J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 585 585  
4 Dividends and interest from securities... 117,839 117,839  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 660,141
b Gross sales price for all assets on line 6a 704,060
7 Capital gain net income (from Part IV, line 2)... 660,141
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 44,332 44,332  
12 Total. Add lines 1 through 11........ 822,897 822,897  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 209,090 209,090   0
14 Other employee salaries and wages...... 47,045 23,523   23,522
15 Pension plans, employee benefits....... 48,461 40,771   7,690
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 25,028 12,514   12,514
c Other professional fees (attach schedule).... Click to see attachment 54,096 54,096   0
17 Interest............... 34,510 34,510   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,035 14,513   2,522
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,648 1,648  
20 Occupancy.............. 22,518 11,259   11,259
21 Travel, conferences, and meetings....... 958 479   479
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 26,818 18,891   7,928
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 487,207 421,294   65,914
25 Contributions, gifts, grants paid....... 1,161,998 1,161,998
26 Total expenses and disbursements. Add lines 24 and 25 1,649,205 421,294   1,227,912
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -826,308
b Net investment income (if negative, enter -0-) 401,603
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............. 508,174 562,174 562,174
2 Savings and temporary cash investments......... 2,098,962 2,288,285 2,288,285
3 Accounts receivable bullet978
Less: allowance for doubtful accounts bullet   1,250,070 978 978
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.......... 3,200 3,200 3,200
10a Investments—U.S. and state government obligations (attach schedule) 1,994,213 Click to see attachment1,493,855 1,497,190
b Investments—corporate stock (attach schedule)....... 193,171 Click to see attachment193,171 6,347
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).......... 4,122,566 Click to see attachment3,700,848 3,700,848
14 Land, buildings, and equipment: basis bullet32,706
Less: accumulated depreciation (attach schedule) bullet27,715 6,639 Click to see attachment4,991 4,991
15 Other assets (describe bullet) Click to see attachment37,536 Click to see attachment37,536 Click to see attachment37,536
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,214,531 8,285,038 8,101,549
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) Click to see attachment4,521 Click to see attachment249,543
23 Total liabilities (add lines 17 through 22)......... 4,521 249,543
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 10,210,010 8,035,495
30 Total net assets or fund balances (see instructions)..... 10,210,010 8,035,495
31 Total liabilities and net assets/fund balances (see instructions). 10,214,531 8,285,038
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
10,210,010
2
Enter amount from Part I, line 27a .....................
2
-826,308
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,383,702
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,348,207
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
8,035,495
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 FLOW THROUGH FROM AMADEUS PARTNERS P    
b FLOW THROUGH FROM AMADEUS PARTNERS P    
c FLOW THROUGH FROM KARNAK PARTNERS P    
d FLOW THROUGH FROM KARNAK PARTNERS P    
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     43,919 -43,919
b 444,486     444,486
c 187,210     187,210
d 72,364     72,364
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       -43,919
b       444,486
c       187,210
d       72,364
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 2 660,141
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 814,574 9,451,096 0.086188
2016 5,270,601 12,497,072 0.421747
2015 1,158,071 17,415,269 0.066497
2014 7,161,540 24,189,538 0.296059
2013 1,178,256 24,893,534 0.047332
2
Total of line 1, column (d) .....................
2
0.917823
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
0.183565
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
9,233,820
5
Multiply line 4 by line 3......................
5
1,695,006
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,016
7
Add lines 5 and 6........................
7
1,699,022
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,227,912
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 8,032
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 8,032
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 8,032
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 331
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,363
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletMEYER GOTTLIEB Telephone no.bullet (310) 473-7575

    Located atbullet1539 SAWTELLE BLVD SUITE 20LOS ANGELESCA ZIP+4bullet90025
    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
    JOHN GOLDWYN PRESIDENT
    0.25     		0 0 0
    9570 WEST PICO BOULEVARD SUITE 400
    LOS ANGELES,CA90035
    ANTHONY GOLDWYN VICE PRESIDENT
    0.25     		0 0 0
    35 SISCOWIT ROAD
    POUND RIDGE,NY10576
    MEYER GOTTLIEB TREASURER/INVESTMENT MGR
    20.00     		209,090 45,799 0
    1539 SAWTELLE BLVD SUITE 20
    LOS ANGELES,CA90035
    FRANCIS GOLDWYN DIRECTOR
    0.25     		0 0 0
    1005 CHAPMAN ROAD
    YORKTOWN HEIGHTS,NY10598
    CATHERINE GOLDWYN DIRECTOR
    0.25     		0 0 0
    35 MIWOK DRIVE
    NOVATO,CA94947
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,571,644
    b
    Average of monthly cash balances.......................
    1b
    3,678,067
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,124,726
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,374,437
    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
    9,374,437
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    140,617
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,233,820
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    461,691
    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
    461,691
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    8,032
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,032
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    453,659
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    453,659
    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
    453,659
    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
    1,227,912
    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
    1,227,912
    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
    1,227,912
    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 7 453,659
    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...... 5,447,228
    c From 2015...... 287,308
    d From 2016...... 4,645,747
    e From 2017...... 301,899
    fTotal of lines 3a through e........ 10,682,182
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,227,912
    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..... 453,659
    e Remaining amount distributed out of corpus 774,253
    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 11,456,435
    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 ......     		11,456,435
    10 Analysis of line 9:
    a Excess from 2014.... 5,447,228
    b Excess from 2015.... 287,308
    c Excess from 2016.... 4,645,747
    d Excess from 2017.... 301,899
    e Excess from 2018.... 774,253
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACLU
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004     		NONE PC LEGAL DEFENCE OF INDIVIDUAL RIGHTS AND LIBERTIES 1,700
    AMERICAN SOCIETY FOR YAD VASHEMJEWISH LIFE
    PO BOX 17305
    MILWAUKEE,WI53217     		NONE PC HOLOCAUST REMEMBERANCE 7,750
    AMNESTY INTERNATIONAL
    5 PENN PLAZA
    NEW YORK,NY10001     		NONE PC DEFENDING HUMAN RIGHTS 50
    BRENTWOOD SCHOOL
    100 SOUTH BARRINGTON PLACE
    LOS ANGELES,CA90049     		NONE PC SUPPORT EDUCATIONAL PROGRAMS FOR CHILDREN 50,000
    CANCER RESEARCH COLLABORATION
    1820 EAST FIRST STREET SUITE 310
    SANTA ANA,CA92705     		NONE PC WORKS WITH PATIENTS, RESEARCHERS, CLINICIANS AND OTHER HEALTH CARE CONSTITUENTS COMMITTED TO FIND A CURE AND ELIMINATE CANCER 500
    CARAMOOR
    149 GIRDLE ROAD
    KATONAH,NY10536     		NONE PC TO SUPPORT MUSIC AND ART 50,000
    CENTER FOR REPRODUCTIVE RIGHTS
    199 WATER STREET
    NEW YORK,NY10038     		NONE PC REPRODUCTIVE FREEDOM BY LEGAL MEANS 50
    CHILDREN OF THE NIGHT
    14530 SYLVAN ST
    VAN NUYS,CA91411     		NONE PC RESCUE CHILDREN FROM PROSTITUTION 1,000
    CITY OF HOPE
    1500 EAST DUARTE ROAD
    DUARTE,CA91010     		NONE PC CANCER RESEARCH AND TREATMENT 1,000
    CROHN'S & COLITIS FOUNDATION OF AMERICA
    733 THIRD AVENUE SUITE 510
    NEW YORK,NY10017     		NONE PC MEDICAL RESEARCH 150
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY10001     		NONE PC FUND MEDICAL CARE TO PEOPLE IN CRISIS 200
    DRESS FOR SUCCESS
    1680 N VINE ST SUITE 900
    HOLLYWOOD,CA90028     		NONE PC SUPPORTING WOMEN'S INDEPENDENCE 10,000
    FLOW THROUGH FROM KARNAK PARTNERS LP
    1370 AVENUE OF THE AMERICAS 24TH FL
    NEW YORK,NY10019     		NONE PC CHARITABLE CONTRIBUTION BY PASS-THRU ENTITY 6
    H2O TRASH PATROL
    PO BOX 231792
    ENCINITAS,CA92023     		NONE PC PROMOTING CLEAN ENVIRONMENT 1,000
    HAMMER MUSEUM
    10899 WILSHIRE BLVD
    LOS ANGELES,CA90024     		NONE PC SUPPORTING THE ARTS 4,000
    HENRY E HUNTINGTON LIBRARY
    1151 OXFORD ROAD
    SAN MARINO,CA91108     		NONE PC PROMOTING RESEARCH AND EDUCATION 1,000
    HENRY E HUNTINGTON LIBRARYPHOTOGRAPHY
    1151 OXFORD ROAD
    SAN MARINO,CA91108     		NONE PC PROMOTING RESEARCH AND EDUCATION 1,000
    HUMANE SOCIETY
    2940 E 1ST ST
    LOS ANGELES,CA90033     		NONE PC FIGHTS TO END SUFFERING FOR ALL ANIMALS 200
    JEWISH FEDERATION
    6505 WILSHIRE BLVD
    LOS ANGELES,CA90048     		NONE PC SUPPORT OF JEWISH VALUES AND COMMUNITY 150
    JEWISH LIFE
    729 SEVENTH AVENUE 9TH FLOOR
    NEW YORK,NY10019     		NONE PC TO REVITALIZE JEWISH IDENTITY THROUGH EDUCATIONAL AND CULTURAL INITIATIVES 1,500
    JEWISH UNITED FUND
    30 S WELLS STREET
    CHICAGO,IL60606     		NONE PC HELP PEOPLE CONNECT TO JEWISH LIFE AND VALUES, FUELING A DYNAMIC COMMUNITY 1,500
    KIWANIS LITERACY CLUB
    3636 WOODVIEW TRACE
    INDIANAPOLIS,IN46268     		NONE PC SERVE THE NEEDS OF CHILDREN THROUGH LOCAL SERVICE PROJECTS AND FUNDRAISING 375
    LA JOLLA PARKS AND BEACHES INC
    PO BOX 185
    LA JOLLA,CA92038     		NONE PC PRESERVES AND ENHANCES PARKS AND BEACHES AND OPEN SPACES IN LA JOLLA 500
    LA THEATRE WORKS
    681 VENICE BLVD
    VENICE,CA90291     		NONE PC MAKING WORLD CLASS THEATRE AVAILABLE TO WIDEST POSSIBLE AUDIENCE. 200
    LOS ANGELES COUNTY MUSEUM OF ART
    PO BOX 513505
    LOS ANGELES,CA90099     		NONE PC PROMOTING THE FILM PROGRAM 4,000
    LOS ANGELES JEWISH HOME FOR THE AGING
    7150 TAMPA AVENUE
    RESEDA,CA91335     		NONE PC EXCELLENCE IN SENIOR CARE REFLECTIVE OF JEWISH VALUES 950
    LOS ANGELES LGBT CENTER
    553 S CLARENCE ST
    LOS ANGELES,CA90038     		NONE PC TO CARE, CHAMPION AND CELEBRATE LGBT INDIVIDUALS AND FAMILIES IN LOS ANGELES AND BEYOND 2,500
    MARK TENSER MEMORIAL SCHOLARSHIP FUND
    4601 WILSHIRE BLVD
    LOS ANGELES,CA90010     		NONE PC ENRICHING LIVES AND BUILDING A BETTER FUTURE FOR THE CHILDREN OF SOUTHERN CALIFORNIA 150
    MINDFUL SCHOOLS
    1260 45TH STREET SUITE B
    EMERYVILLE,CA94608     		NONE PC TRANSFORMING LIVES THROUGH MINDFULNESS IN EDUCATION 2,500
    MOTION PICTURE & TELEVISION FUND
    23388 MULHOLLAND DRIVE 220
    WOODLAND HILLS,CA91364     		NONE PC SUPPORT THE ENTERTAINMENT COMMUNITY 31,000
    MPTVF-MOTION PICTURE & TELEVISION FUND
    23388 MULHOLLAND DRIVE 220
    WOODLAND HILLS,CA91364     		NONE PC SUPPORT THE ENTERTAINMENT COMMUNITY 3,562
    MUSEUM OF CONTEMPORARY ART
    250 SOUTH GRAND AVENUE
    LOS ANGELES,CA90012     		NONE PC SUPPORTING THE ARTS 2,500
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH FLOOR
    NEW YORK,NY10011     		NONE PC FIGHTING CLIMATE CHANGE 1,200
    NAZARETH HOUSESISTERS OF NAZARETH
    3333 MANNING AVENUE
    LOS ANGELES,CA90064     		NONE PC HELPING SENIOR CITIZENS 1,000
    NEW VILLAGE CHARTER SCHOOL INC
    147 N OCCIDENTAL BLVD
    LOS ANGELES,CA90026     		NONE PC SUPPORT EDUCATION 2,000
    PLANNED PARENTHOOD
    400 WEST 30TH STREET
    LOS ANGELES,CA90007     		NONE PC SUPPORT WOMEN'S HEALTH 6,200
    PXE INTERNATIONAL
    2337 ROSCOMARE ROAD 2
    LOS ANGELES,CA90077     		NONE PC FUND MEDICAL RESEARCH AND TREATMENT FOR INDIVIDUALS AFFECTED BY PSEUDOXANTHOMA (PXE) 600
    RAICES TEXAS
    1305 N FLORES ST
    SAN ANTONIO,TX78212     		NONE PC REFUGEE AID PROJECT AND LARGEST IMMIGRATION LEGAL SERVICE PROVIDER. 200
    SECOND STAGE THEATRE
    307 W 43RD STREET
    NEW YORK,NY10036     		NONE PC PROMOTING THEATER ART 25,000
    SOUND ART
    2118 WILSHIRE BLVD SUITE 1170
    SANTA MONICA,CA90403     		NONE PC SUPPORT MUSIC EDUCATION 825,600
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		NONE PC LEGAL AID TO COMBAT DISCRIMINATION 50
    ST ANDREWS EPISCOPAL CHURCH
    7989 LITTLE MOUNTAIN ROAD
    MENTOR,OH44064     		NONE PC SUPPORT MUSIC EDUCATION 700
    ST ANNE'S
    155 N OCCIDENTAL BLVD
    LOS ANGELES,CA90026     		NONE PC SUPPORTING CHILDREN'S EDUCATION 1,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		NONE PC ADVANCE CURES AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT 100
    STUDIO MUSEUM OF HARLEM
    144 WEST 125TH STREET
    NEW YORK,NY10027     		NONE PC SUPPORT THE ART 2,000
    SWITZER LEARNING CENTER
    2201 AMAPOLA COURT
    TORRANCE,CA90501     		NONE PC HELPING STUDENTS CONQUER CHALLENGES 300
    THE DAVID LYNCH FOUNDATION
    228 E 45TH STREET 15TH FLOOR
    NEW YORK,NY10017     		NONE PC PROVIDE EDUCATION FOR CHILDREN AT RISK 4,000
    THE INNOCENCE PROJECT
    40 WORTH STREET SUITE 701
    NEW YORK,NY10013     		NONE PC HELPING WRONGLY CONVICTED INDIVIDUALS 25,000
    THE MAGINIS PROJECT-NAMM FOUNDATION
    5790 ARMADA DR
    CARLSBAD,CA92008     		NONE PC PROMOTING MUSIC EDUCATION 50,000
    TOLI
    58 EAST 79 STREET
    NEW YORK,NY10075     		NONE PC TO EDUCATE STUDENTS IN THE UNITED STATES, EUROPE AND OTHER PARTS OF THE WORLD ABOUT HUMAN RIGHTS AND SOCIAL JUSTICE. 500
    UCLA FOUNDATION - DESIGN FOR SHARING
    PO BOX 951529
    LOS ANGELES,CA90095     		NONE PC SUPPORT ART EDUCATION 1,500
    UCLA SPECIAL COLLECTIONS
    PO BOX 951575
    LOS ANGELES,CA90095     		NONE PC PROMOTING RESEARCH AND EDUCATION 1,000
    US HOLOCAUST MEMORIAL MUSEUM
    PO BOX 96818
    WASHINGTON,DC20077     		NONE PC SUPPORTING EDUCATION AND REMEMBERANCE OF THE HOLOCAUST 6,300
    WILSHIRE BOULEVARD TEMPLE
    3663 WILSHIRE BOULEVARD
    LOS ANGELES,CA90010     		NONE PC SUPPORTING CHILDREN'S EDUCATION 1,155
    WINDANSEA SURF CLUB
    PO BOX 438
    LA JOLLA,CA92038     		NONE PC PRESERVATION OF THE OCEAN 500
    YOUNG CENTER
    6020 SOUTH UNIVERSITY AVENUE
    CHICAGO,IL60637     		NONE PC PROTECTS AND ADVANCES THE RIGHTS AND BEST INTERESTS OF IMMIGRATION CHILDREN ACCORDING TO THE COVENTION ON THE RIGHTS OF THE CHILD AND STATE AND FEDERAL LAW. 100
    YOUNG EISNER SCHOLARS
    PO BOX 3085
    INGLEWOOD,CA90304     		NONE PC PROVIDING QUALITY EDUCATION TO LOW-INCOME CHILDREN 25,000
    Total .................................bullet 3a 1,161,998
    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 ...........     		    14 585  
    4 Dividends and interest from securities....     14 117,839  
    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.....     15 44,332  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 660,141  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 822,897 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    822,897
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN:
    95-6006859
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 25,028 12,514   12,514

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

    TY 2018 DepreciationSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN:
    95-6006859
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE & FIXTURES 1999-10-08 7,456 7,456 ADS 10.000000000000 0 0    
    FURNITURE & FIXTURES 2000-01-14 4,258 4,258 ADS 10.000000000000 0 0    
    FURNITURE & FIXTURES 2000-04-03 449 449 ADS 10.000000000000 0 0    
    FURNITURE & FIXTURES 2000-06-01 9,879 9,879 ADS 10.000000000000 0 0    
    COMPUTER EQUIPMENT (SJ) 2013-10-03 372 315 SL 5.000000000000 57 0    
    COMPUTER EQUIPMENT 2014-09-19 3,559 2,314 SL 5.000000000000 712 0    
    COMPUTER EQUIPMENT 2016-03-07 1,094 401 SL 5.000000000000 219 0    
    OFFICE FURNITURE 2016-04-05 4,681 819 SL 10.000000000000 468 0    
    XEROX SCANNING SOFTWARE 2017-01-17 958 176 SL 5.000000000000 192 0    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN:
    95-6006859
    Name of Stock End of Year Book Value End of Year Fair Market Value
    150 SHS AMERICAN INTL GROUP INC 191,860 5,912
    80 AMERICAN INTL GP WARRANTS EXP 1/19/21 1,311 435

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN:
    95-6006859
    US Government Securities - End of Year Book Value:

    1,493,855
    US Government Securities - End of Year Fair Market Value:

    1,497,190
    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 SAMUEL GOLDWYN FOUNDATION
    EIN:
    95-6006859
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    3.725% INTEREST IN AMADEUS PARTNERS L.P. AT COST 2,003,694 2,003,694
    .57% INTEREST IN KARNAK PARTNERS L.P. AT COST 1,697,154 1,697,154

    TY 2018 LandEtcSchedule2
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN:
    95-6006859
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE & FIXTURES 7,456 7,456 0  
    FURNITURE & FIXTURES 4,258 4,258 0  
    FURNITURE & FIXTURES 449 449 0  
    FURNITURE & FIXTURES 9,879 9,879 0  
    COMPUTER EQUIPMENT (SJ) 372 372 0  
    COMPUTER EQUIPMENT 3,559 3,026 533  
    COMPUTER EQUIPMENT 1,094 620 474  
    OFFICE FURNITURE 4,681 1,287 3,394  
    XEROX SCANNING SOFTWARE 958 368 590  


    TY 2018 OtherAssetsSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN:
    95-6006859
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ART OBJECTS 37,536 37,536 37,536


    TY 2018 OtherDecreasesSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN:
    95-6006859
    Description Amount
    UNREALIZED DEPRECIATION - AMADEUS PARTNERS 566,101
    UNREALIZED DEPRECIATION - KARNAK PARTNERS 546,454
    PRIOR PERIOD ADJUSTMENT - VACATION ACCRUALS 235,652


    TY 2018 OtherExpensesSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN:
    95-6006859
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES 804 402   402
    DUES AND SUBSCRIPTIONS 911 455   456
    POSTAGE AND DELIVERY 486 243   243
    EQUIPMENT RENTAL 442 221   221
    PAYROLL PROCESSING 1,362 1,226   136
    OUTSIDE SERVICE 3,578 1,789   1,789
    WORKERS' COMPENSATION 5,686 2,843   2,843
    INVESTMENT EXPENSE: OIL & GAS 334 167   167
    MISCELLANEOUS EXPENSES 600 300   300
    TELEPHONE/FAX 2,053 1,026   1,027
    MEALS AND ENTERTAINMENT 369 185   185
    REPAIRS AND MAINTENANCE 318 159   159
    VACATION EXPENSES 9,875 9,875   0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN:
    95-6006859
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL & GAS ROYALTY INCOME (NET) 4,199 4,199 4,199
    OTHER INCOME FROM PASS-THROUGH: KARNAK PARTNERS 39,983 39,983 39,983
    ROYALTY INCOME FROM PASS-THROUGH - KARNAK PARTNERS 150 150 150


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN:
    95-6006859
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAXES 4,521 4,016
    ACCRUED VACATION LIABILITY 0 245,527


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN:
    95-6006859
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FLOW THROUGH FROM AMADEUS PARTNERS, L.P.-MANAGEMENT FEES 32,501 32,501   0
    FLOW THROUGH FROM KARNAK PARTNERS L.P.-MANAGEMENT FEES 21,595 21,595   0


    TY 2018 TaxesSchedule
    Name:
    THE SAMUEL GOLDWYN FOUNDATION
    EIN:
    95-6006859
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER TAXES 840 420   420
    FOREIGN TAX WITHHELD-KARNAK PARTNERS L.P. #13-3407425 641 641   0
    FOREIGN TAX WITHHELD-AMADEUS PARTNERS, L.P. #13-3441275 8 8   0
    PAYROLL TAX 15,461 13,444   2,017
    SECRETARY OF STATE 10 0   10
    ATTORNEY GENERAL 75 0   75