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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
THE CONFIDENCE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)625 FAIR OAKS AVENUE NO 360
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTH PASADENA, CA91030
A Employer identification number

95-3500483
B Telephone number (see instructions)

(626) 441-5188
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$76,121,500J 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      
4 Dividends and interest from securities... 628,888 628,888  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 223,732
b Gross sales price for all assets on line 6a 4,291,977
7 Capital gain net income (from Part IV, line 2)... 341,134
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 27,890 377,031 0
12 Total. Add lines 1 through 11........ 880,510 1,347,053 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 18,038 4,510 0 13,528
c Other professional fees (attach schedule).... Click to see attachment 606,076 151,519 0 454,557
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 212,119 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,576 0 0 4,576
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,506 0 0 1,506
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 842,315 156,029 0 474,167
25 Contributions, gifts, grants paid....... 1,315,861 2,234,500
26 Total expenses and disbursements. Add lines 24 and 25 2,158,176 156,029 0 2,708,667
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,277,666
b Net investment income (if negative, enter -0-) 1,191,024
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 72,082 7,823 7,823
2 Savings and temporary cash investments......... 1,740,953 770,165 770,165
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 20,114 25,669 25,669
10a Investments—U.S. and state government obligations (attach schedule) 2,337,036 Click to see attachment1,899,826 1,899,826
b Investments—corporate stock (attach schedule)....... 15,656,519 Click to see attachment19,615,370 19,615,370
c Investments—corporate bonds (attach schedule)....... 4,913,323 Click to see attachment5,486,672 5,486,672
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 37,335,560 Click to see attachment47,980,642 47,980,642
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment74,066 Click to see attachment335,333 Click to see attachment335,333
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 62,149,653 76,121,500 76,121,500
Liabilities 17 Accounts payable and accrued expenses.......... 45,282 53,900
18 Grants payable................. 2,054,479 1,135,840
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 attachment245,186 Click to see attachment448,990
23 Total liabilities (add lines 17 through 22)......... 2,344,947 1,638,730
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 59,804,706 74,482,770
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 59,804,706 74,482,770
30 Total liabilities and net assets/fund balances (see instructions). 62,149,653 76,121,500
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
59,804,706
2
Enter amount from Part I, line 27a .....................
2
-1,277,666
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
15,955,730
4
Add lines 1, 2, and 3 ..........................
4
74,482,770
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
74,482,770
Form 990-PF (2019)
Form 990-PF (2019)
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 SALE OF PUBLICLY TRADED SECURITIES P    
b WHITTIER INTERNATIONAL FUND A P    
c WHITTIER SMALL CAP FUND, LP P    
d WHITTIER VALUE FUND A, LP P    
e WHITTIER CORPORATE AMERICA FUND, LP P    
(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 4,291,977   4,132,592 159,385
b     23,670 -23,670
c 41,238     41,238
d 13,736     13,736
e 150,445     150,445
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       159,385
b       -23,670
c       41,238
d       13,736
e       150,445
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 2 341,134
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))
2018 3,530,430 67,677,033 0.052166
2017 2,979,237 64,097,513 0.046480
2016 2,752,892 57,806,657 0.047622
2015 3,317,232 60,378,727 0.054940
2014 2,504,576 60,499,587 0.041398
2
Total of line 1, column (d) .....................
2
0.242606
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
0.048521
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
73,831,434
5
Multiply line 4 by line 3......................
5
3,582,375
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
11,910
7
Add lines 5 and 6........................
7
3,594,285
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,708,667
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 (2019)
Form 990-PF (2019)
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 23,820
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 23,820
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 23,820
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 31,925
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 31,925
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8,105
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet8,105 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 ofbulletWHITTIER TRUST COMPANY Telephone no.bullet (626) 441-5188

    Located atbullet625 FAIR OAKS AVENUE NO 360SOUTH PASADENACA ZIP+4bullet91030
    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 2019, 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    CHEYENNA WHITTIER PRESIDENT/DIRECTOR
    2.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    MICHAEL J CASEY VICE PRESIDENT/DIRECTOR
    2.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    LINDA J BLINKENBERG VICE PRESIDENT/DIRECTOR
    2.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    DAVID A DAHL CFO/DIRECTOR
    2.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    JULIE LYTLE NESBIT SECRETARY
    2.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    ARLO G SORENSEN DIRECTOR
    2.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    KIMBERLY A WHITTIER DIRECTOR
    2.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    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 (2019)
    Form 990-PF (2019)
    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
    WHITTIER TRUST COMPANY INVESTMENT MGMT & PHILANTHROPIC SVCS 606,076
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    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 (2019)
    Form 990-PF (2019)
    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
    25,445,359
    b
    Average of monthly cash balances.......................
    1b
    1,194,437
    c
    Fair market value of all other assets (see instructions)................
    1c
    48,315,975
    d
    Total (add lines 1a, b, and c).........................
    1d
    74,955,771
    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
    74,955,771
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,124,337
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    73,831,434
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,691,572
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,691,572
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    23,820
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    23,820
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,667,752
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,667,752
    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
    3,667,752
    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
    2,708,667
    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
    2,708,667
    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
    2,708,667
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 3,667,752
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 2,196,570
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 2,708,667
    a Applied to 2018, but not more than line 2a 2,196,570
    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 2019 distributable amount..... 512,097
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 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 0
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		3,155,655
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 (2019)
    Form 990-PF (2019)
    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
    ALLIANCE COLLEGE-READY PUBLIC SCHOOLS
    601 SOUTH FIGUEROA STREET 4TH FLOOR
    LOS ANGELES,CA90017     		NONE PC SCHOLARSHIP SUPPORT 15,000
    ALPHA CANINE SANCTUARY
    PO BOX 5517
    BAKERSFIELD,CA93388     		NONE PC SPAY NEUTER PROGRAM 5,000
    AMERICAN HEART ASSOCIATION
    155 COUNTRY ESTATES CIRCLE SUITE
    200
    RENO,NV89511     		NONE PC GO RED FOR WOMEN CAMPAIGN 2,500
    AMERICAN MOTHERS INC
    1775 I EYE STREET NW SUITE 1150
    WASHINGTON,DC20006     		NONE PC GENERAL OPERATING SUPPORT 5,000
    AQUARIUM OF THE PACIFIC
    100 AQUARIUM WAY
    LONG BEACH,CA90802     		NONE PC GENERAL OPERATING SUPPORT 7,500
    ASSOCIATION OF SMALL FOUNDATIONS DBA EXPONENT PHILANTHROPY
    1720 N STREET NW
    WASHINGTON,DC20036     		NONE PC 2020 NATIONAL CONFERENCE 10,000
    AUTRY MUSEUM OF THE AMERICAN WEST
    4700 WESTERN HERITAGE WAY
    LOS ANGELES,CA90027     		NONE PC 2020 MASTERS OF THE AMERICAN WEST ART EXHIBITION AND SALE 5,000
    AWAKEN
    PO BOX 40635
    RENO,NV89504     		NONE PC GENERAL OPERATING FUND 2,500
    BATTERY FOUNDATION
    387 TEHAMA ST
    SAN FRANCISCO,CA94103     		NONE PC OPPORTUNITY YOUTH PROGRAM 1,000
    BAY AREA LYME FOUNDATION
    884 PORTOLA ROAD SUITE A7
    PORTOLA VALLEY,CA94028     		NONE PC LYME WITH A TWIST PROGRAM SUPPORT ON BEHALF OF LAURE WOODS 2,000
    BELLEVUE HIGH SCHOOL
    10416 SE WOLVERINE WAY
    BELLEVUE,WA98004     		NONE GOV ACADEMIC AND ATHLETIC PROGRAMS 10,000
    BELLEVUE SCHOOLS FOUNDATION
    PO BOX 40644 12241 MAIN ST BLDG 5
    BELLEVUE,WA98015     		NONE PC SIGNS OF SUICIDE PROGRAM 10,000
    BOY SCOUTS OF AMERICA GREATER LOS ANGELES AREA COUNCIL
    2333 SCOUT WAY
    LOS ANGELES,CA90026     		NONE PC SCOUTSHIP SCHOLARSHIPS FOR INNER-CITY YOUTH & GENERAL OPERATING SUPPORT 45,000
    BOYS & GIRLS CLUB OF NORTH SLO
    901 N RAILROAD AVE
    SANTA MARIA,CA93458     		NONE PC GENERAL OPERATING SUPPORT 5,000
    BOYS & GIRLS CLUB OF SANTA BARBARA
    632 E CANON PERDIDO STREET
    SANTA BARBARA,CA93103     		NONE PC YOUTH MENTORSHIP PROGRAM 2,500
    BOYS AND GIRLS CLUBS OF HUNTINGTON VALLEY
    16582 BROOKHURST STREET
    FOUNTAIN VALLEY,CA92708     		NONE PC IN HONOR OF ROBERT MAYER SR. 1,000
    BRIGHAM YOUNG UNIVERSITY
    1450 NORTH UNIVERSITY AVENUE 102B
    PROVO,UT84604     		NONE PC $4K BASEBALL TEAM, $4K CHEER SQUAD, $1K GIRL'S SOFTBALL,$1K LEGENDS REPLENISHMENT FUND 10,000
    CALIFORNIA INSTITUTE OF TECHNOLOGY
    1200 E CALIFORNIA BLVD M/C 5-3
    PASADENA,CA91125     		NONE PC ROBERT BLINKENBURG SURF ENDOWMENT 75,000
    CALLE MAYOR MIDDLE SCHOOL
    4800 CALLE MAYOR
    TORRANCE,CA90505     		NONE GOV LUNCH TABLES FOR STUDENTS 5,000
    CALVARY BAPTIST CHURCH AND SCHOOLS
    2990 DAMIEN AVE
    LA VERNE,CA91750     		NONE PC PARENT TEACHER FELLOWSHIP BLACKTOP PROJECT 2,500
    CANCER SUPPORT COMMUNITY PASADENA
    76 EAST DEL MAR BLVD SUITE 215
    PASADENA,CA91105     		NONE PC SUPPORT EDUCATIONAL AND PSYCHOSOCIAL FOR PEOPLE WITH CANCER, THEIR FAMILIES AND CARE GIVERS & PROGRAM SUPPORT 57,500
    CASA DE LAS AMIGAS DBA CASA TREATMENT CENTER
    160 N EL MOLINO AVENUE
    PASADENA,CA91101     		NONE PC SCHOLARSHIPS FOR LOW-INCOME WOMEN IN RECOVERY 1,250
    CHAPMAN UNIVERSITY
    1 UNIVERSITY DRIVE
    ORANGE,CA92866     		NONE PC CHRISTMAS AT THE RITZ 2019, PRESENTED BY WOMEN OF CHAPMAN (CHAPMAN UNIVERSITY) & SCHOLARSHIP SUPPORT 3,500
    CLAREMONT GRADUATE UNIVERSITY
    165 EAST 10TH STREET
    CLAREMONT,CA91711     		NONE PC DRUCKER SCHOOL GLOBAL FAMILY BUSINESS INSTITUTE 15,000
    CLARK FORK SEVENTH DAY ADVENTIST CHURCH - CLARK FORK FOODBANK
    PO BOX 176
    CLARK FORK,ID83811     		NONE PC PROVIDE FOOD TO THE LOCAL COMMUNITY IN NEED. 5,000
    CLASSICAL TAHOE
    948 INCLINE WAY
    INCLINE VILLAGE,NV89450     		NONE PC GENERAL OPERATING SUPPORT 10,000
    CONGREGATION OF THE RESURRECTION
    3601 N CALIFORNIA AVENUE
    CHICAGO,IL60618     		NONE PC GENERAL OPERATING SUPPORT 25,000
    CORPORATION OF THE FINE ARTS MUSEUMS
    50 HAGIWARA TEA GARDEN DRIVE
    SAN FRANCISCO,CA94118     		NONE PC MUSEUM AMBASSADORS AT THE FINE ARTS MUSEUMS OF SAN FRANCISCO 2,500
    CRITTERS WITHOUT LITTERS
    4300 STINE ROAD 720
    BAKERSFIELD,CA93313     		NONE PC TO SUPPORT THE SPAY AND NEUTER PROGRAM 5,000
    CROHN'S & COLITIS FOUNDATION OF AMERICA
    CCFA 10350 SANTA MONICA BLVD SUITE
    120
    LOS ANGELES,CA90025     		NONE PC GENERAL OPERATING SUPPORT 2,500
    CRYSTAL COVE CONSERVANCY
    5 CRYSTAL COVE
    NEWPORT COAST,CA92657     		NONE PC EDUCATIONAL PROGRAMS & GENERAL OPERATING SUPPORT 15,000
    CYSTIC FIBROSIS FOUNDATION
    1801 E EDINGER AVE 135
    SANTA ANA,CA92705     		NONE PC DON BAYLOR 65 ROSES MEMORIAL CLASSIC 7,500
    CYSTINOSIS RESEARCH FOUNDATION
    18802 BARDEEN AVENUE
    IRVINE,CA92612     		NONE PC THE MISSION OF THE CYSTINOSIS RESEARCH FOUNDATION IS TO FUND RESEARCH FOR BETTER MEDICATIONS AND TREATMENTS AND FIND A CURE. 5,000
    DE MARILLAC ACADEMY
    175 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102     		NONE PC SCHOLARSHIP SUPPORT 10,000
    EAST LOS ANGELES COLLEGE FOUNDATION
    1301 AVENIDA CESAR CHAVEZ
    MONTEREY PARK,CA91754     		NONE PC SUPPORT OF ENTREPRENEURIAL PROGRAMS FOR DISADVANTAGED, UNDER-REPRESENTED MINORITY STUDENTS SEEKING BUSINESS OPPORTUNITY IN THE EAST LOS ANGELES COMMUNITY 2,500
    FLINTRIDGE SACRED HEART ACADEMY
    440 ST KATHERINE DRIVE
    LA CANADA,CA91011     		NONE PC CLASSROOM RENOVATION PROJECT & HARRY C. JOHANSING ENDOWED SCHOLARSHIP FUND 7,500
    FOSS WATERWAY SEAPORT
    705 DOCK STREET
    TACOMA,WA98402     		NONE PC GENERAL OPERATING SUPPORT 30,000
    FOUR WINDS INC
    PO BOX 140
    DEER HARBOR,WA98243     		NONE PC GENERAL OPERATING SUPPORT 5,000
    FREEDOM4U
    336 TEJON PLACE
    PALOS VERDES,CA90274     		NONE PC GENERAL OPERATING SUPPORT 2,500
    FRIENDS OF DOLORES MISSION CHURCH
    171 SOUTH GLESS STREET
    LOS ANGELES,CA90033     		NONE PC GENERAL OPERATING SUPPORT 4,000
    FRIENDS OF POCATELLO ANIMAL SHELTER
    3100 AVENUE OF THE CHIEFS
    POCATELLO,ID83205     		NONE PC SUPPORT THE DOG FOOD FUND 5,000
    FRIENDS OF ROBINSON GARDENS
    1008 ELDEN WAY
    BEVERLY HILLS,CA90210     		NONE PC OPERATE, RESTORE AND PRESERVE THE VIRGINIA ROBINSON GARDENS ESTATE, FUND EDUCATIONAL PROGRAMS FOR OUR MEMBERS, THE COMMUNITY AND OUR CHILDREN'S OUTREACH PROGRAM. 2,500
    FRIENDS OF SCOTCHMAN PEAKS WILDERNESS
    PO BOX 2061
    SANDPOINT,ID83864     		NONE PC GENERAL OPERATING SUPPORT FOR SAVE THE WILD SCOTCHMANS 10,000
    GLENDALE HIGH SCHOOL
    1440 EAST BROADWAY BOULEVARD
    GLENDALE,CA91205     		NONE GOV GLENDALE HIGH SCHOOL VOLLEYBALL AND SOCCER TEAM 1,000
    GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA
    342 N SAN FERNANDO ROAD
    LOS ANGELES,CA90031     		NONE PC GOODWILL YOUTH OPPORTUNITY PROGRAM 1,000
    GREATER HORIZONS
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105     		NONE PC LHAD DAF; JULIE & SCOTT NESBIT FAMILY FOUNDATION DAF - UCLA; GRAHAM KRAUS-SANDERS MEMORIAL SCHOLARSHIP FUND 172,500
    GREEN DOT PUBLIC SCHOOLS NATIONAL
    1149 S HILL STREET SUITE 600
    LOS ANGELES,CA90015     		NONE PC PROGRAM SUPPORT 2,500
    GREENWICH ALLIANCE FOR EDUCATION
    48 MAPLE AVENUE
    GREENWICH,CT06830     		NONE PC WESTERN MIDDLE SCHOOL - UNBOUND INNOVATIONS - VR MAKERY; NORTH MIANUS SCHOOL REFURBISH OF THE MEDIA COMMONS 7,500
    GREENWICH UNITED WAY
    500 WEST PUTNAM AVENUE SUITE 415
    GREENWICH,CT06830     		NONE PC GREENWICH UNITED WAY - EDUCATIONAL SERVICES 5,000
    HAWAII TAX INSTITUTE FOUNDATION
    P O BOX 1381
    HONOLULU,HI96807     		NONE PC GENERAL OPERATING SUPPORT 2,500
    HELEN WOODWARD ANIMAL CENTER
    PO BOX 64
    RANCHO SANTA FE,CA92067     		NONE PC CAPITAL CAMPAIGN FOR THE NEW ADOPTIONS BUILDING - CHALLENGE GRANT; CHILDREN'S HUMANE EDUCATION PROGRAMMING; GENERAL OPERATING SUPPORT 57,500
    HENRY'S PLACE CAMP
    PO BOX 36657
    LAS VEGAS,NV89133     		NONE PC WATER SYSTEM & CAPACITY BUILDING FUND 5,000
    HILLSIDES
    815 COLORADO BLVD STE 300
    LOS ANGELES,CA90041     		NONE PC HILLSIDES EDUCATION CENTER PROGRAM SUPPORT 5,000
    HUMAN OPTIONS
    5540 TRABUCO RD SUITE 100
    IRVINE,CA92620     		NONE PC PROGRAM SUPPORT 2,500
    IMMACULATE CONCEPTION SCHOOL
    830 GREEN AVE
    LOS ANGELES,CA90017     		NONE PC SCHOLARSHIP SUPPORT 2,500
    IRANIAN AMERICAN WOMEN FOUNDATION
    2091 BUSINESS CENTER 110
    IRVINE,CA92612     		NONE PC YOUTH MENTORSHIP PROGRAM 2,500
    JOHN TRACY CENTER
    2160 WEST ADAMS BLVD
    LOS ANGELES,CA90018     		NONE PC PRESCHOOL PROGRAM 50,000
    JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA
    6250 FOREST LAWN DRIVE
    LOS ANGELES,CA90068     		NONE PC SUPPORT FINANCIAL LITERACY, ENTREPRENEURSHIP AND WORKFORCE READINESS TRAINING 2,500
    LAKE PEND OREILLE WATERKEEPER
    PO BOX 732
    SANDPOINT,ID83864     		NONE PC CAPACITY BUILDING SUPPORT & GENERAL OPERATING SUPPORT 95,000
    LINCOLN CLUB INSTITUTE
    PO BOX 8095
    NEWPORT BEACH,CA92858     		NONE PC GENERAL OPERATING SUPPORT 1,000
    LOS ANGELES FIRE DEPARTMENT FOUNDATION
    1700 STADIUM WAY SUITE 100
    LOS ANGELES,CA90012     		NONE PC EQUIPMENT, TRAINING AND ENHANCEMENTS, 6 KAWASAKI PERSONAL WATERCRAFTS, REPAIRS AND MAINTENANCE 150,000
    LOS ANGELES MARITIME INSTITUTE
    BERTH 73 SUITE 2
    SAN PEDRO,CA90731     		NONE PC TOP SAIL YOUTH PROGRAM GENERAL OPERATIONS 5,000
    LOS ANGELES VIRTUOSI ORCHESTRA
    8383 WILSHIRE BLVD SUITE 500
    BEVERLY HILLS,CA90211     		NONE PC GENERAL OPERATING SUPPORT 7,500
    LOVE AND UNITY CHRISTIAN FELLOWSHIP
    PO BOX 5449 1840 S WILMINGTON AVE
    COMPTON,CA90224     		NONE PC INNER CITY SUMMER DAY CAMP 5,000
    MARE THERAPEUTIC RIDING CENTER
    18200 JOHNSON RD
    BAKERSFIELD,CA93314     		NONE PC GENERAL OPERATING SUPPORT 10,000
    MAKE-A-WISH ORANGE COUNTY AND THE INLAND EMPIRE
    3230 EL CAMINO REAL SUITE 100
    IRVINE,CA92602     		NONE PC CREATING LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES; ANNUAL GALA 8,500
    METHODIST HOSPITAL FOUNDATION
    300 W HUNTINGTON DR
    ARCADIA,CA91007     		NONE PC GENERAL OPERATING SUPPORT 5,000
    MODEL FOREST POLICY PROGRAM
    PO BOX 328
    SAGLE,ID83860     		NONE PC GENERAL OPERATING SUPPORT 20,000
    MOUNT SAINT MARY'S UNIVERSITY
    12001 CHALON ROAD
    LOS ANGELES,CA90049     		NONE PC NURSING SCHOLARSHIPS 50,000
    MOUNTAIN CREEK COTTAGES
    5800 MOUNTAIN CREEK RD
    ATLANTA,GA30328     		NONE PC GENERAL OPERATING SUPPORT 2,500
    MUSEIQUE
    300 E GREEN STREET 3RD FLOOR
    PASADENA,CA91101     		NONE PC CHILDREN'S EDUCATIONAL PROGRAM & GENERAL OPERATING SUPPORT 75,000
    MUSIC CONSERVATORY OF SANDPOINT INC
    PO BOX 907
    SANDPOINT,ID83864     		NONE PC BUILDING PURCHASE CAPITAL CAMPAIGN & GENERAL OPERATING SUPPORT 90,000
    NEUROMUSCULAR DISEASE FOUNDATION
    269 S BEVERLY DRIVE 1206
    BEVERLY HILLS,CA90212     		NONE PC GENE THERAPY OR GENE EDITING RESEARCH FOR GNE MYOPATHY & GENERAL OPERATING SUPPORT 80,000
    NEVADA MUSEUM OF ART
    160 W LIBERTY ST
    RENO,NV89501     		NONE PC SCHOOL TOURS 2,500
    NEW BOSTON CENTRAL SCHOOL
    15 CENTRAL SCHOOL ROAD
    NEW BOSTON,NH03070     		NONE GOV YOUTH PROGRAMS 2,500
    NORTH IDAHO HIGH SCHOOL AEROSPACE PROGRAM INC
    PO BOX 1083
    SAGLE,ID83860     		NONE PC "PROGRAM EXPANSION:" EXPAND ALL ASPECTS OF THE PROGRAMS TO IMPROVE OUR SERVICE TO STUDENTS AND EXPAND PARTICIPATION TO REACH MORE STUDENTS 30,000
    ONEOC - KID HEALTHY
    1901 E FOURTH STREET SUITE 10
    SANTA ANA,CA92705     		NONE PC KIDS HEALTHY PROGRAM 1,000
    ORANGE COUNTY COUNCIL BOY SCOUTS OF AMERICA
    1211 EAST DYER ROAD
    SANTA ANA,CA92705     		NONE PC NEWPORT SEABASE PROGRAM 10,000
    ORANGE COUNTY JUSTICE FUND
    695 TOWN CENTER DRIVE SUITE 700
    COSTA MESA,CA92626     		NONE PC IMMIGRATION BOND FUND 1,000
    ORANGEWOOD FOUNDATION
    1575 EAST 17TH STREET
    SANTA ANA,CA92705     		NONE PC SUPPORT 44 WOMEN FOR THE ORANGEWOOD SCHOLARSHIP LUNCHEON 2,500
    PF BRESEE FOUNDATION
    184 S BIMINI PLACE
    LOS ANGELES,CA90004     		NONE PC YOUTH PROGRAMS & GENERAL OPERATING SUPPORT 3,000
    PACIFIC BATTLESHIP CENTER
    250 S HARBOR BLVD
    SAN PEDRO,CA90731     		NONE PC CAPITAL CAMPAIGN DEVELOPMENT FOR THE NATIONAL MUSEUM OF THE SURFACE NAVY AT BATTLESHIP IOWA; GENERAL OPERATING SUPPORT 17,500
    PACIFIC COUNCIL ON INTERNATIONAL POLICY
    725 S FIGUEROA ST SUITE 450
    LOS ANGELES,CA90017     		NONE PC GENERAL OPERATING SUPPORT 17,500
    PACIFIC LEGAL FOUNDATION
    930 G STREET
    SACRAMENTO,CA95814     		NONE PC PROJECT: CENTER FOR THE SEPARATION OF POWERS 10,000
    PALOS VERDES ESTATES POLICE DEPARTMENT
    340 PALOS VERDES DRIVE WEST
    PALOS VERDES ESTATES,CA90724     		NONE GOV TRAINING AND EQUIPMENT 10,000
    PALOS VERDES ON THE NET
    550 DEEP VALLEY DR STE 229
    ROLLING HILLS ESTATES,CA90274     		NONE PC GENERAL OPERATING SUPPORTT 5,000
    PASADENA EDUCATIONAL FOUNDATION
    351 SOUTH HUDSON AVENUE
    PASADENA,CA91101     		NONE PC PRESCHOOL INCLUSION CLASS 2,500
    PASADENA HISTORICAL MUSEUM INC DBA PASADENA MUSEUM OF HISTORY
    470 W WALNUT STREET
    PASADENA,CA91103     		NONE PC EDUCATIONAL TOURS GIVEN TO STUDENTS OF THE PASADENA UNIFIED SCHOOL DISTRICT 2,500
    PENINSULA EDUCATION FOUNDATION
    PO BOX 2632
    PALOS VERDES PENINSULA,CA90274     		NONE PC GENERAL OPERATING SUPPORT 5,000
    PENINSULA FRIENDS OF THE LIBRARY
    PO BOX 2361 701 SILVER SPUR ROAD
    PALOS VERDES PENINSULA,CA90274     		NONE PC GENERAL OPERATING SUPPORT 5,000
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST HIGHWAY
    MALIBU,CA90263     		NONE PC 42ND ANNUAL YOUTH CITIZENSHIP SEMINAR 25,000
    PROVIDENCE HEALTH AND SERVICES FOUNDATION SAN FERNANDO & SANTA CLARITA AREA
    501 S BUENA VISTA STREET
    BURBANK,CA91505     		NONE PC MINUTES MATTER - PROVIDENCE SAINT JOSEPH MEDICAL CENTER EMERGENCY SERVICES CAMPAIGN 100,000
    PROVIDENCE SAINT JOSEPH FOUNDATION
    501 S BUENA VISTA STREET
    BURBANK,CA91505     		NONE PC GENERAL OPERATING SUPPORT 40,000
    PROVIDENCE TRINITYCARE FOUNDATION
    5315 TORRANCE BLVD
    TORRANCE,CA90503     		NONE PC SUPPORT THE PEDIATRIC HOSPICE AND PALLIATIAVE CARE PROGRAM, TRINITYKIDS CARE 5,000
    REGENTS OF THE UNIVERSITY OF MICHIGAN
    3003 S STATE STREET STE 8000
    ANN ARBOR,MI48109     		NONE PC SUPPORT UNIVERSITY OF MICHIGANS MAIZE AND BLUE CUPBOARD PROGRAM 10,000
    RENOWN HEALTH FOUNDATION
    245 E LIBERTY AVE SUITE 400
    RENO,NV89501     		NONE PC SUPPORT HEALTH SERVICES 2,500
    ROCK CREEK ALLIANCE
    PO BOX 2636
    SANDPOINT,ID83864     		NONE PC EDUCATIONAL AND OUTREACH PROGRAM & GENERAL OPERATING SUPPORT 15,000
    ROSE BOWL LEGACY FOUNDATION
    1001 ROSE BOWL DRIVE
    PASADENA,CA91103     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA YOUTH SAILING FOUNDATION
    130 HARBOR WAY
    SANTA BARBARA,CA93109     		NONE PC YOUTH PROGRAMS 2,500
    SANTA TERESITA
    819 BUENA VISTA STREET
    DUARTE,CA91010     		NONE PC THE CAMPAIGN FOR SANTA TERESITA - SECOND ASSISTED LIVING COTTAGE; SUPPORT SENIOR ASSISTED LIVING; GENERAL OPERATING SUPPORT 90,000
    SAUGUS HIGH SCHOOL CENTURION FOUNDATION
    21900 CENTURION WAY
    SAUGUS,CA91350     		NONE PC REACHING EXCELLENCE AT COLLEGE HEIGHTS (REACH) PROGRAM - GENERAL OPERATING SUPPORT 2,500
    SCRIPPS WHITTIER DIABETES INSTITUTE
    10140 CAMPUS POINT DRIVE
    SAN DIEGO,CA92121     		NONE PC ESTABLISH THE PAUL AND LUCY WHITTIER ENDOWMENT FOR DIABETES EDUCATION AND RESEARCH 200,000
    SEATTLE ARTS & LECTURES
    340 15TH AVE E SUITE 301
    SEATTLE,WA98112     		NONE PC WRITER'S IN THE SCHOOLS PROGRAM 5,000
    SHELTERS FOR ISRAEL
    728 N LINDEN DR
    BEVERLY HILLS,CA90210     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SIERRA NEVADA COLLEGE
    999 TAHOE BLVD
    INCLINE VILLAGE,NV89451     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SOAR FOR YOUTH
    PO BOX 1291
    BERKELEY,CA94701     		NONE PC FOSTER YOUTH SUMMER AND AFTER SCHOOL TUTORING 1,000
    SOUTH HIGH SCHOOL
    4801 PACIFIC COAST HWY
    TORRANCE,CA90505     		NONE GOV STEM COMPETITION 5,000
    SOUTH OF MARKET CHILD CARE INC (SOMACC)
    790 FOLSOM STREET
    SAN FRANCISCO,CA94107     		NONE PC SUPPORT YOUTH DEVELOPMENT AND EDUCATION 2,500
    SOUTH PASADENA FIRE DEPARTMENT
    817 MOUND AVENUE
    SOUTH PASADENA,CA91030     		NONE GOV UNIFORMS 1,000
    SOUTH PASADENA MIDDLE SCHOOL PTA
    1500 FAIR OAKS AVENUE C/O SPMS
    SOUTH PASADENA,CA91030     		NONE PC STUDENTS SUPPORT 2,500
    SOUTH PASADENA SAN MARINO YMCA
    1605 GARFIELD AVE
    SOUTH PASADENA,CA91030     		NONE PC BEFORE/AFTERSCHOOL CHILDCARE PROGRAM 10,000
    SOUTH PASADENA SENIOR CENTER
    1102 OXLEY STREET
    SOUTH PASADENA,CA91030     		NONE GOV GENERAL OPERATING SUPPORT 1,000
    SOUTHERN CALIFORNIA GRANTMAKERS
    1000 N ALAMEDA STREET SUITE 230
    LOS ANGELES,CA90012     		NONE PC 2020 FAMILY PHILANTHROPY CONFERENCE 2,500
    ST FRANCIS HIGH SCHOOL OF LA CANADA FLINTRIDGE
    200 FOOTHILL BLVD
    LA CANADA,CA91011     		NONE PC SCHOLARSHIP SUPPORT 1,000
    STPHILIP THE APOSTLE SCHOOL
    1363 CORDOVA STREET
    PASADENA,CA91106     		NONE PC BLESSED ARE THE CHILDREN CAMPAIGN FOR YOUTH DEVELOPMENT AND EDUCATION 2,500
    STRENGTH OF SHADOW DOG RESCUE INC
    PO BOX 97
    BODFISH,CA93205     		NONE PC GENERAL OPERATING SUPPORT 20,000
    THE CATALINA ISLAND CONSERVANCY
    320 GOLDEN SHORE AVE SUITE 330
    LONG BEACH,CA90802     		NONE PC COMMUNITY SUPPORT 2,500
    THE FESTIVAL AT SANDPOINT
    PO BOX 695 525 PINE STREET
    SANDPOINT,ID83864     		NONE PC THE FESTIVAL AT SANDPOINT'S YOUTH STRINGS ORCHESTRA & COMMUNITY ORCHESTRA 10,000
    THE GUIBORD CENTER
    514 WEST ADAMS BLVD
    LOS ANGELES,CA90007     		NONE PC YOUTH PROGRAMS 5,000
    THE HARMONY PROJECT
    4322 WILSHIRE BLVD SUITE 101
    LOS ANGELES,CA90010     		NONE PC GENERAL OPERATING SUPPORT 2,500
    THE HARRAH AUTOMOBILE FOUNDATION
    10 SOUTH LAKE STREET
    RENO,NV89501     		NONE PC 2020 EDUCATIONAL HISTORY SYMPOSIUM, 1910 - 1920: BATTLES AT HOME & ABROAD; GRANT TO SUPPORT SCHOLAR PRESENTATION FEES, TRAVEL AND LODGING. 10,000
    THE HOUSE OF YAHWEH
    4046 MARINE AVE
    LAWNDALE,CA90260     		NONE PC FOOD OUTREACH EQUIPMENT 5,500
    THE MOONRIDGE FOUNDATION
    6650 VIA AUSTI PKWY 150
    LAS VEGAS,NV89119     		NONE PC MOONRIDGE FOUNDATION PHILANTHROPY SUMMIT PROGRAM SUPPORT 4,000
    THE SAN DIEGO FOUNDATION
    2508 HISTORIC DECATUR RD
    SAN DIEGO,CA92106     		NONE PC AMY FOSTER SCHOLARSHIP FUND 75,000
    THE TREVOR PROJECT
    8704 SANTA MONICA BLVD 200
    WEST HOLLYWOOD,CA90069     		NONE PC HELP YOUTH IN NEED OF GUIDANCE 1,000
    TORRANCE EDUCATION FOUNDATION
    20695 S WESTERN AVE SUITE 136
    TORRANCE,CA90501     		NONE PC GENERAL AND PROGRAMS SUPPORT 5,000
    TRINITY CLASSICAL ACADEMY
    28310 KELLY JOHNSON PARKWAY
    VALENCIA,CA91355     		NONE PC HIGH SCHOOL ATHLETIC DEPARTMENT SUPPORT AND NEED BASED TUITION SCHOLARSHIP SUPPORT 2,500
    UNITED RELIGIONS DBA UNITED RELIGIONS INITIATIVE
    1009 GENERAL KENNEDY AVENUE
    SAN FRANCISCO,CA94129     		NONE PC EDUCATION PROGRAMS 2,500
    UNIVERSITY OF NEVADA RENO FOUNDATION
    MAIL STOP 0007 1664 N VIRGINIA ST
    RENO,NV89557     		NONE PC SUPPORT FOR SILVER & BLUE SOCIETY ($1,874), COLLEGE OF BUSINESS STUDENT NEEDS ($626) 2,500
    VILLA ESPERANZA SERVICES
    2116 EAST VILLA STREET
    PASADENA,CA91107     		NONE PC GENERAL OPERATING SUPPORT 2,500
    VISTA CENTER FOR THE BLIND AND VISUALLY IMPAIRED
    2500 EL CAMINO REAL SUITE 100
    PALO ALTO,CA94306     		NONE PC VISTA VOYAGERS PROGRAM 1,000
    VOX FEMINA LOS ANGELES
    3341 CAROLINE AVE
    CULVER CITY,CA90232     		NONE PC EDUCATIONAL OUTREACH PROGRAM 2,500
    WESTERN CENTER ON LAW & POVERTY
    3701 WILSHIRE BLVD SUITE 208
    LOS ANGELES,CA90010     		NONE PC ADVOCACY EFFORTS ON BEHALF OF LOW-INCOME CALIFORNIANS 1,250
    WILSON ELEMENTARY PTA
    8317 E SHEFFIELD ROAD
    SAN GABRIEL,CA91775     		NONE PC SUPPORT FOR 4TH GRADE CLASSROOMS 2,500
    WITHINREACH
    155 NE 100TH SUITE 500
    SEATTLE,WA98125     		NONE PC HEALTHY FAMILIES IN HEALTHY COMMUNITIES PROGRAM IN WASHINGTON STATE 2,500
    WOMEN AND CHILDREN'S CENTER OF THE SIERRA
    3905 NEIL RD 2
    RENO,NV89502     		NONE PC PROGRAM AND GENERAL OPERATING SUPPORT 3,500
    WOODBURY UNIVERSITY SCHOOL OF BUSINESS
    7500 N GLENOAKS BLVD
    BURBANK,CA91504     		NONE PC FINANCIAL ASSISTANCE TO NEEDY STUDENTS DUE TO FAMILY FINANCIAL EXIGENCIES/EMERGENCIES 2,500
    YMCA OF METROPOLITAN LOS ANGELES
    625 SOUTH NEW HAMPSHIRE AVENUE
    LOS ANGELES,CA90005     		NONE PC YOUTH INSTITUTE PROGRAM 5,000
    YMCA OF ORANGE COUNTY
    13821 NEWPORT AVENUE SUITE 200
    TUSTIN,CA92780     		NONE PC GENERAL OPERATING SUPPORT 10,000
    Total .................................bullet 3a 2,234,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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....     11 628,888  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 223,732  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME     		    01 27,732  
    bOTHER INCOME     01 158  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 880,510 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    880,510
    (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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


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