Form990-PF
Click to see attachment

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 07-01-2018 , and ending 06-30-2019
Name of foundation
THE ANGELL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)11150 W OLYMPIC BLVD NO 915
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90064
A Employer identification number

01-0789717
B Telephone number (see instructions)

(310) 475-9700
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$143,511,416J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,100,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,233,819 1,932,151  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,326,021
b Gross sales price for all assets on line 6a 35,193,713
7 Capital gain net income (from Part IV, line 2)... 3,326,021
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 143,519 143,519  
12 Total. Add lines 1 through 11........ 6,803,359 5,401,691  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 365,000 100,000   265,000
14 Other employee salaries and wages...... 216,622 0   216,622
15 Pension plans, employee benefits....... 65,306 13,061   52,245
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 107,906 53,953   0
c Other professional fees (attach schedule).... Click to see attachment 737,321 573,968   143,553
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 81,157 7,500   31,827
19 Depreciation (attach schedule) and depletion... Click to see attachment 16,409 0  
20 Occupancy.............. 110,954 0   110,954
21 Travel, conferences, and meetings....... 8,119 0   8,119
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 80,065 6,449   39,437
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,788,859 754,931   867,757
25 Contributions, gifts, grants paid....... 6,251,000 6,251,000
26 Total expenses and disbursements. Add lines 24 and 25 8,039,859 754,931   7,118,757
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,236,500
b Net investment income (if negative, enter -0-) 4,646,760
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............. 8,382,810 12,993,803 12,993,803
2 Savings and temporary cash investments.........      
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   390 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 37,407 37,407 37,407
10a Investments—U.S. and state government obligations (attach schedule) 10,541,639 Click to see attachment12,110,422 12,531,350
b Investments—corporate stock (attach schedule)....... 65,653,777 Click to see attachment59,028,443 72,352,374
c Investments—corporate bonds (attach schedule)....... 11,381,163 Click to see attachment9,054,548 9,162,396
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,251,760 Click to see attachment29,996,831 35,480,847
14 Land, buildings, and equipment: basis bullet155,500
Less: accumulated depreciation (attach schedule) bullet133,903 44,814 Click to see attachment21,597 21,597
15 Other assets (describe bullet) Click to see attachment822,464 Click to see attachment931,642 Click to see attachment931,642
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 124,116,224 124,174,693 143,511,416
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 attachment33,411 Click to see attachment34,372
23 Total liabilities (add lines 17 through 22)......... 33,411 34,372
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 124,082,813 124,140,321
30 Total net assets or fund balances (see instructions)..... 124,082,813 124,140,321
31 Total liabilities and net assets/fund balances (see instructions). 124,116,224 124,174,693
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
124,082,813
2
Enter amount from Part I, line 27a .....................
2
-1,236,500
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,772,481
4
Add lines 1, 2, and 3 ..........................
4
124,618,794
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
478,473
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
124,140,321
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 CAMBIAR-3078 SHRS METLIFE INC P   2018-07-18
b CAMBIAR-477 SHRS METLIFE INC P   2018-07-19
c CAMBIAR-463 SHRS METLIFE INC P   2018-07-19
d CAMBIAR-1395 SHRS ARCHER DANIELS MIDLAND P   2018-07-20
e CAMBIAR-1885 SHRS HP INC P   2018-07-20
CAMBIAR-702 SHRS METLIFE INC P   2018-07-20
CAMBIAR-1015 SHRS ORACLE P   2018-07-20
CAMBIAR-245 SHRS BIOGEN INC P   2018-07-25
CAMBIAR-721 SHRS BRISTOL MYERS SQUIBB P   2018-07-30
CAMBIAR-1539 SHRS BRISTOL MYERS SQUIBB P   2018-07-30
CAMBIAR-727 SHRS TREEHOUSE FOODS P   2018-07-30
CAMBIAR-430 SHRS TREEHOUSE FOODS P   2018-07-30
CAMBIAR-344 SHRS TREEHOUSE FOODS P   2018-07-30
CAMBIAR-2030 SHRS BRISTOL MYERS SQUIBB P   2018-07-31
CAMBIAR-431 SHRS TREEHOUSE FOODS INC P   2018-07-31
CAMBIAR-772 SHRS TREEHOUSE FOODS INC P   2018-07-31
CAMBIAR-325 SHRS TREEHOUSE FOODS INC P   2018-07-31
CAMBIAR-304 SHRS TREEHOUSE FOODS INC P   2018-07-31
CAMBIAR-367 SHRS TREEHOUSE FOODS INC P   2018-07-31
CAMBIAR-BANK OF NY MELLON FOREX LITIGATION P   2018-07-31
CAMBIAR-537 SHRS TREEHOUSE FOODS P   2018-08-03
CAMBIAR-337 SHRS TREEHOUSE FOODS P   2018-08-06
CAMBIAR-286 SHRS TREEHOUSE FOODS P   2018-08-06
CAMBIAR-385 SHRS BIOGEN P   2018-08-16
CAMBIAR-522 SHRS ARCHER DANIELS MIDLAND P   2018-08-24
CAMBIAR-632 SHRS MEDTRONIC PIC P   2018-08-24
CAMBIAR-WEATHERFORD INT'L SECURITIES P   2018-09-04
CAMBIAR-1811 SHRS QUALCOMM INT'L P   2018-09-17
CAMBIAR-771 SHRS ADIENT LTD P   2018-10-03
CAMBIAR-1542 SHRS ADIENT LTD P   2018-10-03
CAMBIAR-2932 SHRS ADIENT LTD P   2018-10-08
CAMBIAR-445 SHRS PHILIP MORRIS P   2018-10-30
CAMBIAR-WYETH SAC CAPITAL SECURITIES P   2018-10-31
CAMBIAR-SECURITIES LITIGATION #572007 P   2018-11-01
CAMBIAR-1200 SHRS HALLIBURTON P   2018-11-05
CAMBIAR-4207 SHRS NOBLE ENERGY P   2018-11-05
CAMBIAR-3463 SHRS NOBLE ENERGY P   2018-11-05
CAMBIER-2700 SHRS HALLIBURTON P   2018-11-14
CAMBIAR-690 SHRS ORACLE CORP P   2018-11-14
CAMBIAR-2160 SHRS HALLIBURTON P   2018-11-15
CAMBIAR-1616 SHRS HALLIBURTON P   2018-11-16
CAMBIAR-1614 SHRS HALLIBURTON P   2018-11-19
CAMBIAR-1220 SHRS EOG RES INC P   2018-11-28
CAMBIAR-2305 SHRS OCCIDENTAL PETROLEUM P   2018-11-28
CAMBIAR-3925 SHRS OCCIDENTAL PETROLEUM P   2018-12-13
CAMBIAR-3730 SHRS COCA COLA P   2018-12-19
CAMBIAR-1092 SHRS PHILIP MORRIS P   2018-12-24
CAMBIAR-1505 SHRS PHILIP MORRIS P   2018-12-24
CAMBIAR-1614 SHRS SL GREEN RITY CORP P   2018-12-24
CAMBIAR-87 SHRS PHILIP MORRIS P   2018-12-26
CAMBIER-330 SHRS PHILIP MORRIS P   2018-12-26
CAMBIAR-585 SHRS SL GREEN RITY COM P   2018-12-26
CAMBIAR-519 SHRS SL GREEN RITY COM P   2018-12-26
CAMBIAR-227 SHRS SL GREEN RITY COM P   2018-12-26
CAMBIAR-2849 SHRS BRITISH AMERICAN TOB P   2019-01-16
CAMBIAR-4483 SHRS BRITISH AMERICAN TOB P   2019-01-17
CAMBIAR-2174 SHRS ARCHER DANIEL MIDLAND P   2019-01-29
CAMBIAR-556 SHRS ARCHER DANIELS MIDLAND P   2019-01-30
CAMBIAR-1410 SHRS CIGNA CORP P   2019-02-12
CAMBIAR-780 SHRS AGILENT TECHNOLOGIES P   2019-02-21
CAMBIAR-1013 SHRS BBT CORP P   2019-02-21
CAMBIAR-4392 SHRS BBT CORP P   2019-02-21
CAMBIAR-1588 SHRS E BAY P   2019-03-08
CAMBIAR-1856 SHRS E BAY P   2019-03-08
CAMBIAR-1082 SHRS COCA COLA P   2019-03-18
CAMBIAR-2430 SHRS COCA COLA P   2019-03-18
CAMBIAR-3197 SHRS ORACLE P   2019-03-18
CAMBIAR-1168 SHRS COCA COLA P   2019-03-19
CAMBIAR-785 SHRS COCA COLA P   2019-03-19
CAMBIAR-1713 SHRS ARCHER DANIELS MIDLAND P   2019-04-05
CAMBIAR-4515 SHRS ARCHER DANIELS MIDLAND P   2019-04-05
CAMBIAR-469 SHRS ARCHER DANIELS MIDLAND P   2019-04-18
CAMBIAR-4666 SHRS ANADARKO PETROLEUM P   2019-04-18
CAMBIAR-128 SHRS BORG WARNER INC P   2019-04-18
CAMBIAR-490 SHRS BORG WARNER INC P   2019-04-18
CAMBIAR-410 SHRS CAPITAL ONE FINANCIAL P   2019-04-18
CAMBIAR-637 SHRS CAPITAL ONE FINANCIAL CORP P   2019-04-18
CAMBIAR-1042 SHRS BORG WARNER P   2019-04-22
CAMBIAR-1731 SHRS BORG WARNER P   2019-04-22
CAMBIAR-3574 SHRS BORG WARNER P   2019-04-22
CAMBIAR-2273 CAPITAL ONE FINANCIAL P   2019-04-22
CAMBIAR-3657 SHRS AGILENT P   2019-04-23
CAMBIAR-3605 SHRS EBAY P   2019-04-29
CAMBIAR-894 SHRS INRERSOLL RAND PLC P   2019-04-29
CAMBIAR-1779 SHRS TWITTER P   2019-04-29
CAMBIAR-300 SHRS TYSON FOODS P   2019-04-30
CAMBIAR-3633 SHRS ORACLE CORP P   2019-05-10
CAMBIAR-1735 SHRS ORACLE CORP P   2019-05-10
CAMBIAR-877 SHRS CERNER CORP P   2019-05-29
CAMBIAR-1881 SHRS EOG RES INC P   2019-05-29
CAMBIAR-13205 SHRS HEWLETT PACKARD P   2019-05-29
CAMBIAR-853 SHRS EOG RES INC P   2019-05-30
CAMBIAR-3218 SHRS HEWLETT PACKARD P   2019-05-30
CAMBIAR-2535 SHRS HEWLETT PACKARD P   2019-05-31
CAMBIAR-787 SHRS CERNER P   2019-06-13
CAMBIAR-787 SHRS CERNER CORP P   2019-06-13
CAMBIAR-119 SHRS CUMMINS INC P   2019-06-13
CAMBIAR-42 SHRS INGERSOLL RAND INC P   2019-06-14
CAMBIAR-173 SHRS CERNER CORP P   2019-06-14
CAMBIAR-1259 SHRS CERNER CORP P   2019-06-14
CAMBIAR-1092 SHRS CERNER CORP P   2019-06-14
CAMBIAR-0.3333 SHRS CORTEVA INC P   2019-06-18
CAMBIAR-102 SHRS INGERSOLL RAND PIC P   2019-06-18
CAMBIAR-0.333 SHRS DUPONT DE NEMOURS P   2019-06-19
CAMBIAR-253 SHRS CUMMINS INC P   2019-06-20
CAMBIAR-3248 SHRS DUPONT DE MEMOURS P   2019-06-25
CAMBIAR-182 SHRS HOME DEPOT P   2019-06-25
CAMBIAR-595 SHRS DUPONT DE NEMOURS P   2019-06-26
CAMBIAR-3252 SHRS EBAY P   2019-06-27
CAMBIAR-4634 SHRS EBAY P   2019-06-27
CNB BONDS-335000 US TREASURY NOTES P   2018-07-23
CNB BONDS-660000 TREASURY NOTES 2.1 P   2018-07-23
CNB BONDS-505000 US TREASURY NOTES P   2018-07-23
CNB BONDS-397.99 PV FNMA PL#5866V P   2018-07-25
CNB BONDS-100000 ANHEUSER BUSCH P   2018-08-24
CNB BONDS-374.31FNMA PL#AL5866 2.669% P   2018-08-27
CNB BONDS-375.62 FNMA PL#AL5866 8/1/22 P   2018-09-25
CNB BONDS-490000 CAPITAL ONE ABS P   2018-10-15
CNB BONDS-401.88 FNMA PL#AL5866 2.668 P   2018-10-29
CNB BONDS-378.34 FNMA PL #AL5866 8/1/22 P   2018-11-26
CNB BONDS-190000 METLIFE INC 4.750% P   2018-12-17
CNB BONDS-1000 METLIFE INC 4.750% P   2018-12-17
CNB BONDS-404.53 FNMA PL#AL5877 2.668 P   2018-12-26
CNB BONDS-381.08 FNMA PL#AL5866 P   2019-01-25
CNB BONDS-382.42 FNMA PL#AL5866 2.668 P   2019-02-25
CNB BONDS-457.94FNMA PL#AL5866 8/1/22 P   2019-03-25
CNB BONDS-495000 BARCLAYS BANK MTN P   2019-03-29
CNB BONDS-505000 WELLS FARGO MTN P   2019-04-22
CNB BONDS-350000 US TREASURY 2.380% P   2019-04-22
CNB BONDS-26125.92 GM FINANCIAL ABS P   2019-04-22
CNB BONDS-385.36 FNMA PL#AL5877 2.667 P   2019-04-25
CNB BONDS-385000 ANHEUSER BUSCH P   2019-05-16
CNB BONDS-495000 FHLMC MTNN 1.375% P   2019-05-16
CNB BONDS-35462.12 GM FINANCIAL ABS P   2019-05-20
CNB BONDS-411.34 FNMA #AL5866 8/1/22 P   2019-05-28
CNB BONDS-345000 NISSAN MASTER P   2019-06-17
CNB BONDS-485000 CHASE ISSUANCE P   2019-06-17
CNB BONDS-48228.72 GM FINANCIAL P   2019-06-20
CNB BONDS-141000 METLIFE INC 4.750% P   2019-06-24
CNB BONDS-16826.54 FNMA PL#AL58866 P   2019-06-26
ARISTOTLE-3 SHRS EQT CORP P   2018-07-25
ARISTOTLE-12 SHRS EQT CORP P   2018-07-26
ARISTOTLE-18 SHRS EQT CORP P   2018-07-27
ARISTOTLE-BANK OF NY MELLON SECURITY LITIGATION P   2018-08-03
ARISTOTLE-425 SHRS AES CORP P   2018-08-03
ARISTOTLE-1293 SHRS AES CORP P   2018-08-06
ARISTOTLE-23 SHRS ABBVIE P   2018-08-06
ARISTOTLE-1065 SHRS LOWES P   2018-08-07
ARISTOTLE-259 SHRS ABBVIE P   2018-08-07
ARISTOTLE-922 SHRS AES CORP P   2008-08-07
ARISTOTLE-69 SHRS ABBVIE P   2018-08-08
ARISTOTLE-468 SHRS AES CORP P   2018-08-08
ARISTOTLE-24 SHRS ABBVIE P   2018-08-09
ARISTOTLE-156 SHRS AES CORP P   2018-08-09
ARISTOTLE-621 SHRS AES CORP P   2018-08-10
ARISTOTLE-3 SHRS EQT CORP P   2018-08-10
ARISTOTLE-33 SHRS AES CORP P   2018-08-13
ARISTOTLE-12 SHRS ABBVIE P   2018-08-16
ARISTOTLE-212 SHRS AES CORP P   2018-08-16
ARISTOTLE-44 SHRS ABBVIE P   2018-08-17
ARISTOTLE-428 SHRS ARCHER DANIELS MIDLAND P   2018-08-17
ARISTOTLE-379 SHRS AES CORP P   2018-08-17
ARISTOTLE-241 SHRS AES CORP P   2018-08-20
ARISTOTLE-24 SHRS ABBVIE P   2018-08-20
ARISTOTLE-330 SHRS ARCHER DANIELS MIDLAND P   2018-08-20
ARISTOTLE-24 SHRS ABBVIE P   2018-08-21
ARISTOTLE-362 ARCHER DANIELS MIDLAND P   2018-08-21
ARISTOTLE-296 SHRS AES CORP P   2018-08-21
ARISTOTLE-328 SHRS AES CORP P   2018-08-22
ARISTOTLE-4 SHRS ABBVIE P   2018-08-22
ARISTOTLE-72 SHRS ARCHER DANIELS MIDLAND P   2018-08-22
ARISTOTLE-256 SHRS AES CORP P   2018-08-23
ARISTOTLE-23 SHRS EQT CORP P   2018-08-23
ARISTOTLE-163 SHRS ARCHER DANIELS MIDLAND P   2018-08-23
ARISTOTLE-6 SHRS EQT CORP. P   2018-08-24
ARISTOTLE-82 SHRS ARCHER DANIELS MIDLAND P   2018-08-24
ARISTOTLE-3 SHRS ABBVIE INC P   2018-08-24
ARISTOTLE-268 SHRS AES CORP P   2018-08-24
ARISTOTLE-164 SHRS AES CORP P   2018-08-27
ARISTOTLE-96 SHRS ARCHER DANIELS MIDLAND P   2018-08-27
ARISTOTLE-6 SHRS EQT CORP. P   2018-08-27
ARISTOTLE-40 SHRS ABBVIE P   2018-08-27
ARISTOTLE-23 SHRS AES CORP P   2018-08-27
ARISTOTLE-12 SHRS ABBVIE P   2018-08-28
ARISTOTLE-113 SHRS AES CORP P   2018-08-28
ARISTOTLE-112 SHRS ARCHER DANIELS MIDLAND P   2018-08-28
ARISTOTLE-41 SHRS ARCHER DANIELS MIDLAND P   2018-08-29
ARISTOTLE-56 SHRS AES CORP P   2018-08-29
ARISTOTLE-24 SHRS ARCHER DANIELS MIDLAND P   2018-08-30
ARISTOTLE-183 SHRS AES CORP P   2018-08-30
ARISTOTLE-5 SHRS EQT CORP P   2018-08-31
ARISTOTLE-165 SHRS ARCHER DANIELS MIDLAND P   2018-08-31
ARISTOTLE-274 SHRS AES CORP P   2018-08-31
ARISTOTLE-18 SHRS EQT CORP P   2018-09-04
ARISTOTLE-98 SHRS ARCHER DANIELS MIDLAND P   2018-09-04
ARISTOTLE-227 SHRS AES CORP P   2018-09-04
ARISTOTLE-103 SHRS ARCHER DANIELS MIDLAND P   2018-09-05
ARISTOTLE-19 SHRS EQT CORP P   2018-09-05
ARISTOTLE-187 SHRS AES CORP P   2018-09-05
ARISTOTLE-57 SHRS ARCHER DANIELS MIDLAND P   2018-09-06
ARISTOTLE-150 SHRS AES P   2018-09-06
ARISTOTLE-132 SHRS EQT CORP P   2018-09-07
ARISTOTLE-107 SHRS ARCHER DANIELS MIDLAND P   2018-09-07
ARISTOTLE-336 SHRS AES CORP P   2018-09-07
ARISTOTLE-113 SHRS ARCHER DANIELS MIDLAND P   2018-09-10
ARISTOTLE-134 SHRS AES CORP P   2018-09-10
ARISTOTLE-159 SHRS ARCHER DANIELS MIDLAND P   2018-09-11
ARISTOTLE-122 SHRS AES CORP P   2018-09-11
ARISTOTLE-186 SHRS ARCHER DANIELS MIDLAND P   2018-09-12
ARISTOTLE-166 SHRS AES CORP P   2018-09-12
ARISTOTLE-142 SHRS ARCHER DANIELS MIDLAND P   2018-09-13
ARISTOTLE-111 SHRS AES CORP P   2018-09-13
ARISTOTLE-195 SHRS AES CORP P   2018-09-14
ARISTOTLE-161 SHRS AES CORP P   2018-09-14
ARISTOTLE-AIG LITIGATION-CLOSED A/C P   2018-09-25
ARISTOTLE-15 SHRS ABBVIE P   2018-10-11
ARISTOTLE-26 SHRS ABBVIE P   2018-10-12
ARISTOTLE-21 SHRS ABBVIE P   2018-10-15
ARISTOTLE-MERCK & CO SECURITIES LITIGATION P   2018-12-18
ARISTOTLE-112 SHRS KROGER CO P   2019-01-07
ARISTOTLE- 654 SHRS ABBVIE P   2019-01-08
ARISTOTLE- 489 SHRS KROGER CO P   2019-01-08
ARISTOTLE- 443 SHRS ABBVIE P   2019-01-09
ARISTOTLE- 152 SHRS KROGER P   2019-01-09
ARISTOTLE- 7 SHRS ABBVIE P   2019-01-10
ARISTOTLE- 202 SHRS KROGER P   2019-01-10
ARISTOTLE- 89 SHRS KROGER P   2019-01-11
ARISTOTLE- 346 SHRS KROGER P   2019-01-14
ARISTOTLE- 105 SHRS KROGER P   2019-01-15
ARISTOTLE- 52 SHRS KROGER P   2019-01-16
ARISTOTLE- 97 SHRS KROGER P   2019-01-17
ARISTOTLE- 50 SHRS KROGER P   2019-01-22
ARISTOTLE- 33 SHRS ABBVIE P   2019-01-23
ARISTOTLE- 68 SHRS KROGER P   2019-01-24
ARISTOTLE- 12 SHRS KROGER P   2019-01-25
ARISTOTLE- 91 SHRS ABBVIE P   2019-01-31
ARISTOTLE- 214 SHRS ABBVIE P   2019-02-01
ARISTOTLE- 122 SHRS KROGER P   2019-02-11
ARISTOTLE- 140 SHRS KROGER P   2019-02-15
ARISTOTLE- 90 SHRS KROGER P   2019-02-19
ARISTOTLE- 93 SHRS KROGER P   2019-02-20
ARISTOTLE- 27 SHRS KROGER P   2019-02-21
ARISTOTLE- 137 SHRS KROGER P   2019-03-01
ARISTOTLE- 15 SHRS MONDELEZ INT'L P   2019-04-15
ARISTOTLE- 520 SHRS MONDELEZ INT'L P   2019-04-08
ARISTOTLE- 750 SHRS MONDELEZ INT'L P   2019-04-09
ARISTOTLE- 132 SHRS NATIONAL FUEL GAS P   2019-04-09
ARISTOTLE- 618 SHRS MONDELEZ INT'L P   2019-04-10
ARISTOTLE- 22 SHRS NATIONAL FUEL GAS P   2019-04-10
ARISTOTLE- 139 SHRS MONDELEZ INT'L P   2019-04-11
ARISTOTLE- 7 SHRS NATIONAL FUEL GAS P   2019-04-11
ARISTOTLE- 5 SHRS NATIONAL FUEL GAS P   2019-04-12
ARISTOTLE- 139 SHRS MONELEZ INT'L P   2019-04-12
ARISTOTLE- 74 SHRS NATIONAL FUEL GAS P   2019-04-15
ARISTOTLE- 139 SHRS MONDELEZ INT'L P   2019-04-15
ARISTOTLE- 294 SHRS KROGER P   2019-04-15
ARISTOTLE- 74 SHRS KROGER P   2019-04-16
ARISTOTLE- 139 SHRS MONDELEZ INT'L P   2019-04-16
ARISTOTLE- 44 SHRS NATIONAL FUEL GAS P   2019-04-16
ARISTOTLE- AIG SECURITY LITIGATION P   2019-04-16
ARISTOTLE- 791 SHRS MONDELEZ INT'L P   2019-04-17
ARISTOTLE- 73 SHRS NATIONAL FUEL GAS P   2019-04-17
ARISTOTLE- 118 SHRS KROGER P   2019-04-18
ARISTOTLE- 72 SHRS NATIONAL FUEL GAS P   2019-04-18
ARISTOTLE- 0.62 SHRS ALCONL P   2019-04-23
ARISTOTLE- 9 SHRS NATIONAL FUEL GAS P   2019-04-25
ARISTOTLE- 27 SHRS KROGER P   2019-04-26
ARISTOTLE- 3 SHRS NATIONAL FUEL GAS P   2019-04-26
ARISTOTLE- 21 SHRS KROGER P   2019-04-29
ARISTOTLE-2 SHRS NATIONAL FUEL GAS P   2019-04-29
ARISTOTLE-19 SHRS KROGER P   2019-05-01
ARISTOTLE-11 SHRS KROGER P   2019-05-02
ARISTOTLE-11 SHRS KROGER P   2019-05-03
ARISTOTLE-26 SHRS NATIONAL FUEL GAS P   2019-05-03
ARISTOTLE-48 SHRS KROGER P   2019-05-06
ARISTOTLE-13 SHRS NATIONAL FUEL GAS P   2019-05-07
ARISTOTLE-141 SHRS KROGER P   2019-05-08
ARISTOTLE-10 SHRS NATIONAL FUEL GAS P   2019-05-08
ARISTOTLE-21 SHRS NATIONAL FUEL GAS P   2019-05-08
ARISTOTLE-74 SHRS KROGER P   2019-05-09
ARISTATLE-25 SHRS NATIONAL FUEL GAS P   2019-05-09
ARISTOTLE-20 SHRS NATIONAL FUEL GAS P   2019-05-10
ARISTOTLE-19 SHRS NATIONAL FUEL GAS P   2019-05-13
ARISTOTLE-222 SHRS KROGER P   2019-05-14
ARISTOTLE-55 SHRS NATIONAL FUEL GAS P   2019-05-14
ARISTOTLE-56 SHRS NATIONAL FUEL GAS P   2019-05-15
ARISTOTLE-45 SHRS NATIONAL FUEL GAS P   2019-05-16
ARISTOTLE-41 SHRS NATIONAL FUEL GAS P   2019-05-17
ARISTOTLE-18 SHRS KROGER P   2019-05-20
ARISTOTLE-17 SHRS NATIONAL FUEL GAS P   2019-05-20
ARISTOTLE-36 SHRS NATIONAL FUEL GAS P   2019-05-21
ARISTOTLE-72 SHRS NATIONAL FUEL GAS P   2019-05-22
ARISTOTLE-14 SHRS NATIONAL FUEL GAS P   2019-05-22
ARISTOTLE-19 SHRS NATIONAL FUEL GAS P   2019-05-23
ARISTOTLE-5 SHRS NATIONAL FUEL GAS P   2019-05-24
ARISTOTLE-8 SHRS NATIONAL FUEL GAS P   2019-05-28
ARISTOTLE-22 SHRS NATIONAL FUEL GAS P   2019-05-28
ARISTOTLE-30 SHRS NATIONAL FUEL GAS P   2019-05-29
ARISTOTLE-37 SHRS KROGER P   2019-05-29
ARISTOTLE-226 SHRS KROGER P   2019-05-30
ARISTOTLE-21 SHRS NATIONAL FUEL GAS P   2019-05-30
ARISTOTLE-28 SHRS NATIONAL FUEL GAS P   2019-05-31
ARISTOTLE-758 SHRS KROGER P   2019-05-31
ARISTOTLE-22 SHRS NATIONAL FUEL GAS P   2019-06-03
ARISTOTLE-335 SHRS KROGER P   2019-06-04
ARISTOTLE-89 SHRS NATIONAL FUEL GAS P   2019-06-04
ARISTOTLE-35 SHRS NATIONAL FUEL GAS P   2019-06-05
ARISTOTLE-44 SHRS NATIONAL FUEL GAS P   2019-06-05
ARISTOTLE-31 SHRS NATIONAL FUEL GAS P   2019-06-06
ARISTOTLE-31 SHRS NATIONAL FUEL GAS P   2019-06-06
ARISTOTLE-29 SHRS NATIONAL FUEL GAS P   2019-06-06
ARISTOTLE-35 SHRS NATIONAL FUEL GAS P   2019-06-07
ARISTOTLE-20 SHRS NATIONAL FUEL GAS P   2019-06-10
ARISTOTLE-34 SHRS NATIONAL FUEL GAS P   2019-06-10
ARISTOTLE-22 SHRS NATIONAL FUEL GAS P   2019-06-11
ARISTOTLE-12 SHRS NATIONAL FUEL GAS P   2019-06-12
ARISTOTLE-10 SHRS NATIONAL FUEL GAS P   2019-06-13
ARISTOTLE-22 SHRS NATIONAL FUEL GAS P   2019-06-14
ARISTOTLE-44 SHRS NATIONAL FUEL GAS P   2019-06-17
ARISTOTLE-20 SHRS NATIONAL FUEL GAS P   2019-06-17
ARISTOTLE-37 SHRS NATIONAL FUEL GAS P   2019-06-18
ARISTATLE-45 SHRS NATIONAL FUEL GAS P   2019-06-19
ARISTOTLE-17 SHRS NATIONAL FUEL GAS P   2019-06-19
ARISTOTLE-35 SHRS NATIONAL FUEL GAS P   2019-06-20
ARISTOTLE-15 SHRS NATIONAL FUEL GAS P   2019-06-21
ARISTOTLE-17 SHRS NATIONAL FUEL GAS P   2019-06-21
ARISTOTLE-1 SHRS NATIONAL FUEL GAS P   2019-06-24
ARISTOTLE-17 SHRS NATIONAL FUEL GAS P   2019-06-24
ARISTOTLE-66 SHRS NATIONAL FUEL GAS P   2019-06-25
ARISTOTLE-13 SHRS NATIONAL FUEL GAS P   2019-06-26
ARISTOTLE-17 SHRS NATIONAL FUEL GAS P   2019-06-27
ARISTOTLE-19 SHRS NATIONAL FUEL GAS P   2019-06-27
ARISTOTLE-7 SHRS NATIONAL FUEL GAS P   2019-06-27
ARISTOTLE-783 SHRS KROGER P   2019-06-03
WELLS #1-400000 FIDELITY FUNDS TREASURY P   2018-07-11
WELLS #1-50 SHRS SHORT SALE PUT AT&T P   2018-07-16
WELLS #1-1770 SHRS ZENDESK INC P   2018-07-27
WELLS #1-3230 SHRS ZNEDESK INC. P   2018-07-27
WELLS #1-5000 SHRS QUALCOMM INC. P   2018-07-27
WELLS #1-4780 SHRS ZENDESK INC P   2018-08-01
WELLS #1-220 SHRS ZENDESK INC P   2018-08-01
WELLS #1-5000 SHRS MEDICAL PROPERTIES P   2018-11-29
WELLS #1-4565 SHRS MEDICAL PROPERTIES P   2018-11-29
WELLS #1-400 SHRS MEDICAL PROPERTIES P   2018-11-29
WELLS #1-35 SHRS MEDICAL PROPERTIES P   2018-11-29
WELLS #1-26 SHRS VENTAS P   2018-11-30
WELLS #1-2753 SHRS VENTAS P   2018-11-30
WELLS #1-100 SHRS VENTAS P   2018-11-30
WELLS #1-152 SHRS VENTAS P   2018-11-30
WELLS #1-1295 SHRS VENTAS P   2018-11-30
WELLS #1-700 SHRS VENTAS P   2018-11-30
WELLS #1-4900 SHRS VENTAS P   2018-11-30
WELLS #1-74 SHRS VENTAS P   2018-11-30
WELLS #1-100 SHRS STORE CAPITAL GROUP P   2018-12-04
WELLS #1-477 SHRS STORE CAPITAL GROUP P   2018-12-04
WELLS #1-300 SHRS STORE CAPITAL GROUP P   2018-12-04
WELLS #1-218 SHRS STORE CAPITAL GROUP P   2018-12-04
WELLS #1-846 SHRS STORE CAPITAL GROUP P   2018-12-04
WELLS #1-700 SHRS STORE CAPITAL GROUP P   2018-12-04
WELLS #1-89 SHRS STORE CAPITAL GROUP P   2018-12-04
WELLS #1-2649 SHRS STORE CAPITAL GROUP P   2018-12-04
WELLS #1-202 SHRS STORE CAPITAL GROUP P   2018-12-04
WELLS #1-4419 SHRS STORE CAPITAL GROUP P   2018-12-04
WELLS #1-5000 SHRS CENTURY LINK P   2019-03-29
WELLS #1-1600 SHRS VODAFONE GROUP PLC P   2019-04-09
WELLS #1-6500 SHRS VODAFONE GROUP PLC P   2019-04-09
WELLS #1-1900 SHRS VODAFONE GROUP PLC P   2019-04-09
WELLS #1-319 SHRS VODAFONE GROUP PLC P   2019-04-09
WELLS #1-8000 SHRS VODAFONE GROUP PLC P   2019-04-09
WELLS #1-1661 SHRS VODAFONE GROUP PLC P   2019-04-09
WELLS #1-3187 SHRS VODAFONE GROUP PLC P   2019-04-09
WELLS #1-3568 SHRS VODAFONE GROUP PLC P   2019-04-09
WELLS #1-697 SHRS VODAFONE GROUP PLC P   2019-04-09
WELLS #1-1548 SHRS VODAFONE GROUP PLC P   2019-04-09
WELLS #1-1000 SHRS VODAFONE GROUP PLC P   2019-04-09
CITY NAT SEC-500M HEWLETT PACKARD P   2018-07-19
WELLS #2-30 SHRS COLONY NORTHSTAR P   2018-07-02
WELLS #2-1900 SHRS COLONY NORTHSTAR P   2018-07-02
WELLS #2-380 SHRS COLONY NORTHSTAR P   2018-07-02
WELLS #2-100 SHRS COLONY NORTHSTAR P   2018-07-02
WELLS #2-2000 SHRS COLONY NORTHSTAR P   2018-07-02
WELLS #2-2000 SHRS COLONY NORTHSTAR P   2018-07-02
WELLS #2-2000 SHRS COLONY NORTHSTAR P   2018-07-02
WELLS #2-1090 SHRS COLONY NORTHSTAR P   2018-07-02
WELLS #2-500 SHRS COLONY NORTHSTAR P   2018-07-02
WELLS #2-KINGSLAND P   2018-07-18
WELLS #2-10000 SAN FRANCISCO CA P   2018-08-01
WELLS #2-75000 SAN FRANCISCO CA P   2018-08-01
WELLS #2-HERCULES CA REDEV P   2018-08-01
WELLS #2-100000 FIDELITY P   2019-01-30
WELLS #2-300000 FIDELITY FUNDS P   2019-02-19
WELLS #2-250000 FORD MOTOR CREDIT P   2019-02-20
WELLS #2-1700 COLONY CAP P   2019-03-13
WELLS #2-100 SHRS COLONY CAP P   2019-03-13
WELLS #2-3200 COLONY CAP P   2019-03-13
WELLS #2-260 SHRS COLONY CAP INC P   2019-03-13
WELLS #2-4740 SHRS COLONY CAP INC P   2019-03-13
WELLS #2-250000 FIDELITY P   2019-03-18
WELLS #2-900 SHRS QWEST P   2019-03-28
WELLS #2-4100 SHRS QWEST P   2019-03-28
WELLS #2-5900 SHRS QWEST P   2019-03-28
WELLS #2-4100 SHRS QWEST P   2019-03-28
WELLS #2-250000 TORONTO DOMINION BANK P   2019-05-31
NET CAP.GAINS-IBEX MICROCAP FUND P   2019-12-31
NET CAP.GAINS-IBEX MICROCAP FUND P   2019-12-31
NET CAP.GAINS-IBEX ISRAEL FUND P   2019-12-31
NET CAP.LOSS-LAZARUS SHOES P   2019-12-31
NET CAP.GAIN-IBEX ISRAEL FIN FD-IBEX GP-DAVLYN P   2019-12-31
NET CAP.LOSS-IBEX INVEST.HOLDINGS II P   2019-12-31
NET CAP.LOSS-IBEX BEHAV FIN FD I-DAVLYN P   2019-12-31
NET CAP.LOSS-IBEX ISRAEL FD II-IBEX GP-DAVLYN P   2019-12-31
NET CAP.LOSS-IBEX BEHAV.FINANCE FD-DAVLYN P   2019-12-31
NET CAP.GAIN-IBEX ISRAEL OPPORT. FD I-DAVLYN P   2019-12-31
NET CAP.GAIN-IBEX ISRAEL OPPORT FD II-DAVLYN P   2019-12-31
NET CAP.LOSS-IBEX DRIVERLESS FD-DAVLYN P   2019-12-31
NET CAP.LOSS-TIGER GLOBAL IV P   2019-12-31
NET CAP.GAIN-TIGER GLOBAL V P   2019-12-31
NET CAP.GAIN-TIGER GLOBAL VII P   2019-12-31
NET CAP.GAIN-TIGER GLOBAL PIP IX P   2019-12-31
NET CAP.GAIN-TIGER GLOBAL PIP X P   2019-12-31
NET CAP.GAIN-GMT EXPLORATION P   2019-12-31
NET CAP.GAIN-CYGNUS II P   2019-12-31
NET CAP.GAIN-CYGNUS IV P   2019-12-31
NET CAP.LOSS-FIREBIRD REPUBLIC P   2019-12-31
NET CAP.LOSS-SURURBAN PROPANE P   2019-12-31
NET CAP.GAIN-RENAISSANCE INSTITUTIONAL EQ. P   2019-12-31
NET CAP.LOSS-IBEX BEHAV FIN FD P   2019-12-31
VOYAGER-SACHEM HEAD OFFSHORE FD P   2018-10-16
VOYAGER-EVERTT OPPORTUNITIES FD P   2018-11-14
VOYAGER-BRENHAM CAPITAL OFFSHORE FD P   2019-01-02
VOYAGER-SACHEM HEAD OFFSHORE FD P   2019-01-17
VOYAGER-SCOPUS FUND P   2019-01-22
VOYAGER-SHELTER GROWTH OPPORTUNITY FD P   2019-01-29
VOYAGER-BRENHAM CAPITAL OFFSHORE FD P   2019-02-13
VOYAGER-EVERTT OPPORTUNITIES FD P   2019-02-15
VOYAGER-HUNT LANE CAPITAL FD P   2019-04-11
VOYAGER-SACHEM HEAD OFFSHORE FD P   2019-04-16
VOYAGER-MAVERICK FUNDAMENTAL QUANT. P   2019-05-07
VOYAGER-EVERTT OPPORTUNITIES FD P   2019-06-15
VOYAGER-SHELTER GROWTH OPPORTUNITY FD P   2019-06-18
GOLDMAN SACHS - NET S-T CAP GAINS P   2018-12-31
GOLDMAN SACHS - NET L-T CAP GAINS P   2018-12-31
TENOR INT'L & COMM. ARB P   2019-05-03
OPPENHEIMER-74.578 SHRS POPLAR FOREST P   2018-10-11
OPPENHEIMER-442.329 SHRS POPLAR FOREST P   2018-12-13
OPPENHEIMER-3342.966 SHRS POPLAR FOREST P   2018-12-13
OPPENHEIMER-78.441 SHRS POPLAR FOREST P   2019-01-17
OPPENHEIMER-2584 SPOTIFY TECH P   2019-03-05
OPPENHEIMER-2414 SPOTIFY TECH P   2019-03-22
OPPENHEIMER-10000 SHRS PERSHING SQUARE HLDING P   2019-03-27
OPPENHEIMER-85.07 SHRS POPLAR FOREST P   2019-04-16
OPPENHEIMER-1024 SHRS SPOTIFY TECH P   2019-04-26
OPPENHEIMER-175 SHRS SPOTIFY TECH P   2019-04-26
OPPENHEIMER-256 SHRS SPOTIFY TECH P   2019-04-26
OPPENHEIMER-12 SHRS SPOTIFY TECH P   2019-04-26
OPPENHEIMER-243 SHRS SPOTIFY TECH P   2019-04-26
OPPENHEIMER-237 SHRS SPOTIFY TECH P   2019-04-26
OPPENHEIMER-221 SHRS SPOTIFY TECH P   2019-04-26
OPPENHEIMER-80 SHRS SPOTIFY TECH P   2019-04-26
(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 136,345   129,227 7,118
b 21,216   17,905 3,311
c 20,635   20,352 283
d 65,858   59,614 6,244
e 44,160   22,883 21,277
31,353   34,136 -2,783
49,283   41,824 7,459
88,251   65,914 22,337
41,524   40,065 1,459
89,297   83,450 5,847
35,517   58,707 -23,190
20,685   35,002 -14,317
16,540   28,002 -11,462
115,866   110,924 4,942
20,645   34,879 -14,234
37,162   62,585 -25,423
15,747   26,455 -10,708
14,458   23,879 -9,421
17,477   16,051 1,426
77     77
25,332   23,486 1,846
17,063   14,739 2,324
14,153   12,509 1,644
133,314   103,387 29,927
26,360   22,307 4,053
60,098   48,924 11,174
21     21
134,094   118,479 15,615
29,547   49,433 -19,886
59,515   99,045 -39,530
110,994   171,857 -60,863
40,494   46,496 -6,002
102     102
43     43
41,957   55,634 -13,677
108,492   169,404 -60,912
87,299   134,637 -47,338
93,058   126,264 -33,206
34,805   28,454 6,351
71,139   101,549 -30,410
52,442   77,150 -24,708
52,040   77,162 -25,122
124,071   108,924 15,147
163,350   156,479 6,871
253,368   266,520 -13,152
182,682   152,617 30,065
75,671   114,098 -38,427
105,096   153,261 -48,165
131,443   161,613 -30,170
6,119   7,460 -1,341
23,232   28,298 -5,066
47,474   58,577 -11,103
42,072   51,968 -9,896
22,516   27,737 -5,221
92,167   177,684 -85,517
144,222   281,760 -137,538
95,108   92,937 2,171
24,268   23,788 480
256,275   257,364 -1,089
60,539   30,957 29,582
51,501   34,808 16,693
222,668   156,780 65,888
58,704   38,919 19,785
68,419   45,159 23,260
49,773   44,223 5,550
111,358   100,130 11,228
169,896   131,624 38,272
53,475   47,955 5,520
35,671   32,189 3,482
72,114   70,670 1,444
190,270   180,886 9,384
29,852   25,528 4,324
296,573   253,969 42,604
5,607   5,492 115
21,495   21,077 418
36,117   23,156 12,961
56,030   35,982 20,048
45,952   44,869 1,083
75,373   74,538 835
157,437   154,369 3,068
199,426   164,023 35,403
278,508   147,737 130,771
137,324   95,160 42,164
107,421   75,689 31,732
68,925   35,506 33,419
22,042   19,486 2,556
196,951   150,393 46,558
93,960   75,514 18,446
61,967   51,329 10,638
163,674   132,485 31,189
191,737   193,196 -1,459
74,696   81,356 -6,660
46,159   47,085 -926
35,813   37,062 -1,249
56,464   46,062 10,402
56,897   46,062 10,835
19,687   16,621 3,066
5,250   3,543 1,707
12,476   10,125 2,351
90,800   73,687 17,113
78,831   63,913 14,918
9   9 0
12,766   8,604 4,162
25   29 -4
42,091   35,336 6,755
243,629   271,717 -28,088
38,419   30,040 8,379
44,535   49,051 -4,516
129,501   82,341 47,160
185,692   148,602 37,090
332,553   342,228 -9,675
651,570   668,204 -16,634
487,147   497,067 -9,920
398   408 -10
102,743   100,480 2,263
374   384 -10
376   385 -9
490,000   489,991 9
402   412 -10
378   388 -10
196,762   212,297 -15,535
1,036   1,117 -81
405   415 -10
381   391 -10
382   392 -10
458   470 -12
495,000   495,000 0
502,404   519,905 -17,501
349,865   349,979 -114
26,126   26,125 1
385   395 -10
391,422   386,848 4,574
490,437   478,676 11,761
35,462   35,461 1
411   422 -11
345,000   344,951 49
485,000   484,999 1
48,229   48,227 2
147,011   157,546 -10,535
16,827   17,252 -425
166   208 -42
664   832 -168
1,003   1,248 -245
66     66
5,708   2,999 2,709
17,390   9,059 8,331
2,202   641 1,561
104,054   21,949 82,105
24,949   7,212 17,737
12,574   7,589 4,985
6,697   1,921 4,776
6,456   4,881 1,575
2,356   668 1,688
2,141   1,627 514
8,627   6,476 2,151
152   209 -57
454   344 110
1,150   334 816
2,860   2,211 649
4,256   1,225 3,031
21,170   19,995 1,175
5,093   3,952 1,141
3,321   2,717 604
2,359   668 1,691
16,518   15,580 938
2,366   668 1,698
18,262   16,676 1,586
4,114   3,517 597
4,566   3,897 669
399   111 288
3,652   3,281 371
3,568   3,042 526
1,180   1,602 -422
8,266   7,217 1,049
311   418 -107
4,137   3,578 559
293   84 209
3,738   3,184 554
2,294   1,949 345
4,846   4,189 657
309   418 -109
3,884   1,114 2,770
322   273 49
1,168   334 834
1,583   1,343 240
8,702   7,506 1,196
2,081   1,789 292
781   665 116
1,210   1,047 163
2,542   2,174 368
253   348 -95
8,304   7,215 1,089
3,828   3,256 572
922   1,254 -332
4,929   4,354 575
3,151   2,697 454
5,178   4,514 664
969   1,323 -354
2,520   2,222 298
2,848   2,491 357
1,972   1,782 190
6,427   9,193 -2,766
5,345   4,676 669
4,484   3,992 492
5,578   4,917 661
1,781   1,623 158
7,835   6,879 956
1,602   1,557 45
9,229   8,008 1,221
2,188   2,119 69
7,054   6,152 902
1,450   1,417 33
2,570   2,489 81
2,154   2,055 99
66     66
1,419   418 1,001
2,447   724 1,723
1,924   585 1,339
655     655
3,058   3,221 -163
57,856   23,247 34,609
13,592   14,136 -544
39,982   17,169 22,813
4,244   4,434 -190
638   368 270
5,703   5,902 -199
2,507   2,606 -99
9,811   10,085 -274
2,996   3,045 -49
1,475   1,508 -33
2,766   2,813 -47
1,441   1,450 -9
2,947   1,736 1,211
1,992   1,972 20
352   348 4
7,048   4,784 2,264
16,717   11,260 5,457
3,437   3,539 -102
4,052   4,091 -39
2,633   2,631 2
2,731   2,719 12
797   789 8
4,043   4,018 25
746   560 186
25,789   19,397 6,392
37,185   28,151 9,034
8,015   8,958 -943
30,622   23,320 7,302
1,335   1,487 -152
6,890   5,244 1,646
423   473 -50
302   338 -36
6,909   5,244 1,665
4,474   5,007 -533
6,894   5,244 1,650
7,523   8,672 -1,149
1,896   2,201 -305
6,907   5,244 1,663
2,657   2,955 -298
211     211
39,669   29,750 9,919
4,447   4,850 -403
3,011   3,510 -499
4,395   4,759 -364
33   33 0
543   595 -52
690   803 -113
181   198 -17
541   624 -83
120   132 -12
485   565 -80
283   327 -44
285   327 -42
1,535   1,721 -186
1,233   1,427 -194
756   862 -106
3,610   4,198 -588
578   663 -85
1,214   1,392 -178
1,902   2,234 -332
1,426   1,658 -232
1,140   1,354 -214
1,078   1,291 -213
5,687   6,703 -1,016
3,136   3,804 -668
3,192   3,950 -758
2,573   3,146 -573
2,345   2,822 -477
459   545 -86
974   1,162 -188
2,063   2,454 -391
4,089   4,876 -787
795   948 -153
1,079   1,283 -204
283   335 -52
450   536 -86
1,236   1,474 -238
1,694   2,023 -329
877   1,121 -244
5,360   6,846 -1,486
1,152   1,393 -241
1,514   1,857 -343
17,456   22,708 -5,252
1,177   1,459 -282
7,593   10,316 -2,723
4,752   5,876 -1,124
1,863   2,333 -470
2,342   2,936 -594
1,685   2,067 -382
705   870 -165
1,573   1,942 -369
1,922   2,346 -424
1,111   1,341 -230
1,888   2,279 -391
1,212   1,485 -273
643   818 -175
530   682 -152
1,278   1,637 -359
2,357   3,004 -647
1,071   1,367 -296
1,999   2,525 -526
2,429   3,028 -599
921   1,140 -219
1,888   2,347 -459
814   1,006 -192
923   1,140 -217
54   67 -13
928   1,140 -212
3,590   4,092 -502
710   727 -17
931   951 -20
1,040   1,063 -23
373   392 -19
17,903   23,523 -5,620
399,993   400,001 -8
4,123   1,436 2,687
101,637   35,542 66,095
184,862   64,858 120,004
313,152   264,494 48,658
288,037   95,982 192,055
13,257   4,415 8,842
85,345   69,255 16,090
77,920   50,856 27,064
6,828   4,452 2,376
597   397 200
1,643   1,431 212
173,980   133,973 40,007
6,321   4,866 1,455
9,608   7,397 2,211
81,830   63,020 18,810
44,225   34,065 10,160
309,529   269,304 40,225
4,675   4,072 603
3,014   2,319 695
14,405   11,028 3,377
9,060   6,942 2,118
6,584   5,042 1,542
25,540   19,585 5,955
21,133   16,212 4,921
2,687   2,058 629
79,946   61,377 18,569
6,096   4,676 1,420
133,320   102,388 30,932
59,374   105,407 -46,033
29,185   54,611 -25,426
118,559   221,910 -103,351
34,656   64,850 -30,194
5,820   7,911 -2,091
145,918   199,999 -54,081
30,661   41,689 -11,028
58,114   78,946 -20,832
65,044   88,486 -23,442
12,706   17,266 -4,560
28,204   38,346 -10,142
18,220   24,770 -6,550
195,853   196,310 -457
750   783 -33
47,500   49,172 -1,672
9,500   9,831 -331
2,500   2,594 -94
50,000   51,727 -1,727
50,000   51,434 -1,434
50,000   51,560 -1,560
27,250   28,046 -796
12,500   12,865 -365
484   1,382 -898
10,000   10,098 -98
75,000   75,396 -396
20,000   19,735 265
99,993   100,000 -7
299,993   300,000 -7
250,000   250,000 0
37,499   43,251 -5,752
2,206   2,544 -338
70,587   81,408 -10,821
5,692   6,477 -785
103,425   118,080 -14,655
249,993   250,001 -8
20,284   15,931 4,353
92,403   85,772 6,631
132,630   123,429 9,201
92,126   72,576 19,550
250,000   250,000 0
34,295     34,295
46,799     46,799
383,952     383,952
    100,001 -100,001
93     93
    163,367 -163,367
    198,049 -198,049
    10,757 -10,757
    38,850 -38,850
232     232
4,358     4,358
    5 -5
    34,815 -34,815
415,466     415,466
145,589     145,589
72,523     72,523
439,925     439,925
515,908     515,908
220,153     220,153
23,521     23,521
    1,950 -1,950
    137 -137
308     308
    762,457 -762,457
568,149   500,000 68,149
536,013   562,500 -26,487
2,090,720   2,396,280 -305,560
521,078   500,000 21,078
2,279,110   1,000,000 1,279,110
597,908   562,500 35,408
141   103,720 -103,579
525,419   562,500 -37,081
574,891   525,000 49,891
575,184   500,000 75,184
1,858,406   2,250,000 -391,594
533,683   562,500 -28,817
250,000   250,000 0
21,051     21,051
399,060     399,060
229,870   176,092 53,778
3,700   2,904 796
17,556     17,556
132,682     132,682
3,128   3,055 73
372,429   123,158 249,271
40,304   41,390 -1,086
171,743   171,459 284
3,728   3,313 415
142,219   46,305 95,914
24,305   7,597 16,708
35,555   11,489 24,066
1,666   539 1,127
33,749   12,772 20,977
32,916   32,632 284
30,694   30,430 264
11,111   11,015 96
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       7,118
b       3,311
c       283
d       6,244
e       21,277
      -2,783
      7,459
      22,337
      1,459
      5,847
      -23,190
      -14,317
      -11,462
      4,942
      -14,234
      -25,423
      -10,708
      -9,421
      1,426
      77
      1,846
      2,324
      1,644
      29,927
      4,053
      11,174
      21
      15,615
      -19,886
      -39,530
      -60,863
      -6,002
      102
      43
      -13,677
      -60,912
      -47,338
      -33,206
      6,351
      -30,410
      -24,708
      -25,122
      15,147
      6,871
      -13,152
      30,065
      -38,427
      -48,165
      -30,170
      -1,341
      -5,066
      -11,103
      -9,896
      -5,221
      -85,517
      -137,538
      2,171
      480
      -1,089
      29,582
      16,693
      65,888
      19,785
      23,260
      5,550
      11,228
      38,272
      5,520
      3,482
      1,444
      9,384
      4,324
      42,604
      115
      418
      12,961
      20,048
      1,083
      835
      3,068
      35,403
      130,771
      42,164
      31,732
      33,419
      2,556
      46,558
      18,446
      10,638
      31,189
      -1,459
      -6,660
      -926
      -1,249
      10,402
      10,835
      3,066
      1,707
      2,351
      17,113
      14,918
      0
      4,162
      -4
      6,755
      -28,088
      8,379
      -4,516
      47,160
      37,090
      -9,675
      -16,634
      -9,920
      -10
      2,263
      -10
      -9
      9
      -10
      -10
      -15,535
      -81
      -10
      -10
      -10
      -12
      0
      -17,501
      -114
      1
      -10
      4,574
      11,761
      1
      -11
      49
      1
      2
      -10,535
      -425
      -42
      -168
      -245
      66
      2,709
      8,331
      1,561
      82,105
      17,737
      4,985
      4,776
      1,575
      1,688
      514
      2,151
      -57
      110
      816
      649
      3,031
      1,175
      1,141
      604
      1,691
      938
      1,698
      1,586
      597
      669
      288
      371
      526
      -422
      1,049
      -107
      559
      209
      554
      345
      657
      -109
      2,770
      49
      834
      240
      1,196
      292
      116
      163
      368
      -95
      1,089
      572
      -332
      575
      454
      664
      -354
      298
      357
      190
      -2,766
      669
      492
      661
      158
      956
      45
      1,221
      69
      902
      33
      81
      99
      66
      1,001
      1,723
      1,339
      655
      -163
      34,609
      -544
      22,813
      -190
      270
      -199
      -99
      -274
      -49
      -33
      -47
      -9
      1,211
      20
      4
      2,264
      5,457
      -102
      -39
      2
      12
      8
      25
      186
      6,392
      9,034
      -943
      7,302
      -152
      1,646
      -50
      -36
      1,665
      -533
      1,650
      -1,149
      -305
      1,663
      -298
      211
      9,919
      -403
      -499
      -364
      0
      -52
      -113
      -17
      -83
      -12
      -80
      -44
      -42
      -186
      -194
      -106
      -588
      -85
      -178
      -332
      -232
      -214
      -213
      -1,016
      -668
      -758
      -573
      -477
      -86
      -188
      -391
      -787
      -153
      -204
      -52
      -86
      -238
      -329
      -244
      -1,486
      -241
      -343
      -5,252
      -282
      -2,723
      -1,124
      -470
      -594
      -382
      -165
      -369
      -424
      -230
      -391
      -273
      -175
      -152
      -359
      -647
      -296
      -526
      -599
      -219
      -459
      -192
      -217
      -13
      -212
      -502
      -17
      -20
      -23
      -19
      -5,620
      -8
      2,687
      66,095
      120,004
      48,658
      192,055
      8,842
      16,090
      27,064
      2,376
      200
      212
      40,007
      1,455
      2,211
      18,810
      10,160
      40,225
      603
      695
      3,377
      2,118
      1,542
      5,955
      4,921
      629
      18,569
      1,420
      30,932
      -46,033
      -25,426
      -103,351
      -30,194
      -2,091
      -54,081
      -11,028
      -20,832
      -23,442
      -4,560
      -10,142
      -6,550
      -457
      -33
      -1,672
      -331
      -94
      -1,727
      -1,434
      -1,560
      -796
      -365
      -898
      -98
      -396
      265
      -7
      -7
      0
      -5,752
      -338
      -10,821
      -785
      -14,655
      -8
      4,353
      6,631
      9,201
      19,550
      0
      34,295
      46,799
      383,952
      -100,001
      93
      -163,367
      -198,049
      -10,757
      -38,850
      232
      4,358
      -5
      -34,815
      415,466
      145,589
      72,523
      439,925
      515,908
      220,153
      23,521
      -1,950
      -137
      308
      -762,457
      68,149
      -26,487
      -305,560
      21,078
      1,279,110
      35,408
      -103,579
      -37,081
      49,891
      75,184
      -391,594
      -28,817
      0
      21,051
      399,060
      53,778
      796
      17,556
      132,682
      73
      249,271
      -1,086
      284
      415
      95,914
      16,708
      24,066
      1,127
      20,977
      284
      264
      96
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 3,326,021
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 7,052,030 139,618,622 0.050509
2016 6,875,061 133,107,505 0.051650
2015 6,953,034 134,414,041 0.051728
2014 7,199,345 142,120,928 0.050656
2013 6,742,057 137,653,079 0.048979
2
Total of line 1, column (d) .....................
2
0.253522
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
0.050704
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
139,033,198
5
Multiply line 4 by line 3......................
5
7,049,539
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
46,468
7
Add lines 5 and 6........................
7
7,096,007
8
Enter qualifying distributions from Part XII, line 4,.............
8
7,118,757
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 46,468
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 46,468
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 46,468
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 24,741
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 84,544
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 109,285
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 618
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 62,199
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet62,199 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    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
    Yes
     
    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 addressbulletANGELLFOUNDATION.ORG
    14
    The books are in care ofbulletPERRY ORETZKY Telephone no.bullet (310) 475-9700

    Located atbullet11150 W OLYMPIC BLVD STE 915LOS ANGELESCA ZIP+4bullet90064
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PERRY ORETZKY PRESIDENT
    35.00     		195,000 11,700 7,250
    11150 W OLYMPIC BLVD 915
    LOS ANGELES,CA90064
    MARIAN BUKRINSKY SECRETARY
    3.00     		0 0 0
    11150 W OLYMPIC BLVD 915
    LOS ANGELES,CA90064
    ANGEL ROBERSON DANIELS V-PRESIDENT GRANTS
    50.00     		170,000 10,200 5,401
    11150 W OLYMPIC BLVD 915
    LOS ANGELES,CA90064
    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
    MARISA COLON PROGRAM ASSO
    40.00     		88,000 5,280 5,936
    11150 W OLYMPIC BLVD 910
    LOS ANGELES,CA90064
    JAMES MCCELLAN PROGRAM ASSO
    40.00     		88,269 5,296 4,777
    11150 W OLYMPIC BLVD 910
    LOS ANGELES,CA90064
    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
    VOYAGER MGMT LLC INVESTMENT SERVICES 316,124
    11111 SANTA MONICA BLVD STE 1800
    LOS ANGELES,CA90025
    CAMBIAR INVESTORS INVESTMENT SERVICES 113,343
    200 COLUMBINE STREET 800
    DENVER,CO80206
    JMC PHILANTHROPIC ADVISORS INC PROGRAM SERVICE CONSULTATION 99,000
    2444 WILSHIRE BLVD STE 622
    SANTA MONICA,CA90403
    HYATT GIDLOW & COMPANY CPAS CPA SERVICES 85,406
    27201 TOURNEY RD 201A
    VALENCIA,CA91355
    CITY NATIONAL BANK INVESTMENT SERVICES 64,661
    555 S FLOWER TWELFTH FLOOR
    LOS ANGELES,CA90071
    Total number of others receiving over $50,000 for professional services.............bullet1
    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 NOT APPLICABLE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    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
    130,918,059
    b
    Average of monthly cash balances.......................
    1b
    10,232,396
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    141,150,455
    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
    141,150,455
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,117,257
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    139,033,198
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,951,660
    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
    6,951,660
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    46,468
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    46,468
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,905,192
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,905,192
    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
    6,905,192
    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
    7,118,757
    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
    7,118,757
    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
    46,468
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,072,289
    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 6,905,192
    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...... 173,594
    c From 2015...... 232,332
    d From 2016...... 259,178
    e From 2017...... 382,873
    fTotal of lines 3a through e........ 1,047,977
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 7,118,757
    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..... 6,905,192
    e Remaining amount distributed out of corpus 213,565
    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 1,261,542
    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 ......     		1,261,542
    10 Analysis of line 9:
    a Excess from 2014.... 173,594
    b Excess from 2015.... 232,332
    c Excess from 2016.... 259,178
    d Excess from 2017.... 382,873
    e Excess from 2018.... 213,565
    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 e-mail address of the person to whom applications should be addressed:
    PERRY ORETZKY
    11150 W OLYMPIC BLVD 910
    LOS ANGELES,CA90064
    (310) 475-9700
    bThe form in which applications should be submitted and information and materials they should include:
    INITIAL CONTACT LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE LIMITED TO AREAS OF FOCUS FOUND IN THE MISSION STATEMENT: FOOD SECURITY, POST-SECONDARY SUCCESS AND CAREER READINESS, AND SPIRITUALITY/TRANSFORMATIONAL LEADERSHIP IN SOUTHERN CALIFORNIA AND NEW ENGLAND.
    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
    A FOUNDATION BUILDING STRENGTH
    3825 EL CAMINO REAL
    PALO ALTO,CA94306     		NONE PUBLIC CHARITY OTHER 3,000
    AARP FOUNDATION
    601 E ST NW ROOM A8230
    WASHINGTON,DC20049     		NONE PUBLIC CHARITY OTHER 2,500
    ALLIANCE FOR CHILDREN'S RIGHTS
    3333 WILSHIRE BLVD 550
    LOS ANGELES,CA90010     		NONE PUBLIC CHARITY EDUCATION 50,000
    ALLIANCE FOR CHILDREN'S RIGHTS
    3333 WILSHIRE BLVD 550
    LOS ANGELES,CA90010     		NONE PUBLIC CHARITY YOUTH 10,000
    ALMA BACKYARD FARMS
    453 N ALMA AVE
    LOS ANGELES,CA90063     		NONE PUBLIC CHARITY EDUCATION 35,000
    ANNA JULIA COOPER EPISCOPAL SCHOOL
    2124 N 29TH STREET
    RICHMOND,VA23223     		NONE PUBLIC CHARITY EDUCATION 2,500
    APPALACHIAN COMMUNITY FUND ON BEHALF OF LIBERATION SCHOOL
    1405 E MAGNOLIA AVE
    KNOXVILLE AVE,TN37917     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 15,000
    ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC
    42 BROADWAY 20TH FLOOR
    NEW YORK,NY10004     		NONE PUBLIC CHARITY OTHER 2,500
    ASSUMPTION BVM CHURCH
    791 POTTERS AVE
    PROVIDENCE,RI02907     		NONE PUBLIC CHARITY FOOD SECURITY 5,000
    ASSUMPTION BVM CHURCH
    791 POTTERS AVE
    PROVIDENCE,RI02907     		NONE PUBLIC CHARITY FOOD SECURITY 10,000
    ASTORIA PARK CONSERVANCY
    665 W JOHNNY COUNTS RD
    JACKSON,WY83001     		NONE PUBLIC CHARITY OTHER 5,000
    AUBURN SEMINARY
    475 RIVERSIDE DR STE 1800
    NEW YORK,NY10115     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 75,000
    BARNSTABLE EDUCATION FOUNDATION
    PO BOX 373
    CENTERVILLE,MA02632     		NONE PUBLIC CHARITY EDUCATION 2,000
    BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE
    330 SEVENTH AVE 19TH FLOOR
    NEW YORK,NY10001     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 50,000
    BLUE PATH SERVICE DOGS INC
    8 COUNTRY CLUB RD
    HOPEWELL JUNCTION,NY12533     		NONE PUBLIC CHARITY OTHER 2,000
    BOSTON PRIVATE INDUSTRY COUNCILBOSTON OPPORTUNITY YOUTH COLLABORATIVE
    2 OLIVER STREET 3RD FLOOR
    BOSTON,MA02109     		NONE PUBLIC CHARITY EDUCATION 75,000
    BOULDER CREST RETREAT FOUNDATION
    18370 BLUEMONT VILLAGE LANE PO
    BOX117
    BLUEMONT,VA20135     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 125,000
    BOURNE EDUCATION FOUNDATION
    PO BOX 3144
    BOURNE,MA02532     		NONE PUBLIC CHARITY EDUCATION 6,500
    BOYS & GIRLS CLUB OF GREATER SALEM
    3 GEREMONTY DRIVE
    SALEM,NY03079     		NONE PUBLIC CHARITY YOUTH 13,500
    BRIGHT PROJECT
    1460 E HOLT AVE 74
    POMONA,CA91767     		NONE PUBLIC CHARITY EDUCATION 75,000
    CAL POLY POMONA FOUNDATION
    3801 TEMPLE AVE BLDG 55
    POMONA,CA91768     		NONE PUBLIC CHARITY EDUCATION 100,000
    CAL POLY POMONA FOUNDATION
    3801 TEMPLE AVE BLDG 55
    POMONA,CA91768     		NONE PUBLIC CHARITY EDUCATION 500
    CAL STATE FULLERTON PHILANTHROPIC FOUNDATION
    2600 NUTWOOD AVE 850
    FULLERTON,CA92831     		NONE PUBLIC CHARITY EDUCATION 75,000
    CALIFORNIA COMMUNITY FOUNDATION
    221 S FIGUEROA ST SUITE 400
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY EDUCATION 10,000
    CALIFORNIA STATE UNIVERSITY DOMINGUEZ HILLS PHILANTHROPIC FOUNDATION
    1000 E VICTORIA ST
    CARSON,CA90747     		NONE PUBLIC CHARITY EDUCATION 150,000
    CAMPAIGN FOR COLLEGE OPPORTUNITY
    1149 HILL STREET SUITE 925
    LOS ANGELES,CA90015     		NONE PUBLIC CHARITY EDUCATION 175,000
    CAMPBELL HALL
    4533 LAUREL CANYON BLVD
    NORTH HOLLYWOOD,CA91607     		NONE SCHOOL EDUCATION 40,000
    CHILDREN YOUTH AND FAMILY COLLABORATIVE
    1200 W 37TH PLACE
    LOS ANGELES,CA90007     		NONE PUBLIC CHARITY EDUCATION 2,500
    CLEAR PATH FOR VETERANS
    1223 SALT SPRINGS ROAD
    CHITTENANGO,NY13037     		NONE PUBLIC CHARITY OTHER 2,000
    CLOCKSHOP
    2806 CLEARWATER ST
    LOS ANGELES,CA90039     		NONE PUBLIC CHARITY OTHER 500
    COLLEGE ACCESS PLAN
    871 E WASHINGTON BLVD SUITE 2017
    PASADENA,CA91104     		NONE PUBLIC CHARITY EDUCATION 50,000
    COLLEGE ACCESS PLAN
    871 E WASHINGTON BLVD SUITE 2017
    PASADENA,CA91104     		NONE PUBLIC CHARITY EDUCATION 50,000
    COLLEGE VISIONS
    131 WASHINGTON ST SUITE 205
    PROVIDENCE,RI02903     		NONE PUBLIC CHARITY EDUCATION 125,000
    COLOMBIERE RETREAT CENTER INC DBA SPIRIT MOUNTAIN RETREAT
    PO BOX 676
    IDYLLWILD,CA92549     		NONE PUBLIC CHARITY SPIRITUALITY 5,000
    COMMUNITY PARTNERS ON BEHALF OF CENTER FOR COUNCIL
    1000 N ALAMEDA ST 240
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 125,000
    COMMUNITY PARTNERS ON BEHALF OF CENTER FOR COUNCIL
    1000 N ALAMEDA ST 240
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 10,000
    COMMUNITY PARTNERS ON BEHALF OF COLLEGE MATCH
    1000 N ALAMEDA ST 240
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY EDUCATION 30,000
    COMMUNITY PARTNERS ON BEHALF OF SAFE PLACE FOR YOUTH
    1000 N ALAMEDA ST 240
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY YOUTH 2,500
    COMMUNITY PARTNERS ON BEHALF OF STUDENTS 4 STUDENTS
    1000 N ALAMEDA ST 240
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY EDUCATION 5,000
    COMMUNITY PARTNERS ON BEHALF OF THE AFRICAN AMERICAN BOARD LEADERSHIP
    1000 N ALAMEDA ST 240
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY YOUTH 5,000
    COPPER BEACH INSTITUTE
    303 TUNXIS RD
    WEST HARTFORD,CT06107     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 50,000
    CORO SOUTHERN CALIFORNIA
    1000 N ALAMEDA ST 240
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 50,000
    COVENANT HOUSE
    461 EIGHTH AVENUE
    NEW YORK,NY10001     		NONE PUBLIC CHARITY OTHER 6,000
    EXTRAORDINARY FAMILIES
    221 N ARDMORE AVE
    LOS ANGELES,CA90004     		NONE PUBLIC CHARITY EDUCATION 50,000
    FARM FRESH RHODE ISLAND
    1005 MAIN ST UNIT 8130
    PAWTUCKET,RI02860     		NONE PUBLIC CHARITY EDUCATION 40,000
    FEEDING AMERICA
    35 E WACKER DRIVE STE 2000
    CHICAGO,IL60601     		NONE PUBLIC CHARITY FOOD EQUITY 150,000
    FIRST PLACE FOR YOUTH
    3530 WILSHIRE BLVD STE 600
    LOS ANGELES,CA90010     		NONE PUBLIC CHARITY YOUTH 2,500
    FIRST STAR INC
    2049 CENTURY PARK E STE 4320
    LOS ANGELES,CA90067     		NONE PUBLIC CHARITY EDUCATION 75,000
    FLOURISH AGENDA
    1714 FRANKLIN ST 100-321
    OAKLAND,CA94612     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 50,000
    FOOD BANK OF SANTA BARBARA COUNTY
    1525 STATE ST SUITE 100
    SANTA BARBARA,CA93101     		NONE PUBLIC CHARITY FOOD SECURITY 10,000
    FRIENDS OF KAREN
    118 TITICUS RD PO BOX 190
    PURDYS,NY10578     		NONE PUBLIC CHARITY OTHER 9,500
    GENERATE POSSIBILTY
    312 5TH AVE
    VENICE,CA90291     		NONE PUBLIC CHARITY OTHER 6,000
    GENERATIVE SOMATICS(GS)
    2900 LAKESHORE AVE
    OAKLAND,CA94610     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 50,000
    GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
    13101 L STREET NW
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 50,000
    GUIDING EYES FOR THE BLIND
    611 GRANITE SPRINGS RD
    YORKTOWN HEIGHTS,NY10598     		NONE PUBLIC CHARITY OTHER 2,000
    HEART OF LOS ANGELES
    2701 WILSHIRE BLVD SUITE 100
    LOS ANGELES,CA90057     		NONE PUBLIC CHARITY EDUCATION 50,000
    HILLSIDES
    940 AVENUE 64
    PASADENA,CA91105     		NONE PUBLIC CHARITY YOUTH 2,500
    HOLY SPIRIT RETREAT CENTER
    4316 LANAI ROAD
    ENCINO,CA91436     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 30,000
    HOMEBOY INDUSTRIES
    130 WEST BRUNO ST
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY EDUCATION 3,000
    HOPE BUILDERS
    801 N BROADWAY
    SANTA ANA,CA92701     		NONE PUBLIC CHARITY EDUCATION 75,000
    HUDSON VALLEY COMMUNITY SERVICES
    40 SAW MILL ROAD
    HAWTHORNE,NY10532     		NONE PUBLIC CHARITY OTHER 1,000
    INSTITUTE FOR NONPROFIT PRACTICE
    144 GOULD STREET SUITE 2015
    NEEHAM,MA02494     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 75,000
    INTERNATIONAL ASSOC FOR HUMAN VALUES ON BEHALF OF YESL FOR SCHOOLS
    2401 15TH ST NW
    WASHINGTON,DC20009     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 50,000
    INTERNATIONAL DOCUMENTARY ASSOCIATION
    3470 WILSHIRE BLVD SUITE 980
    LOS ANGELES,CA90010     		NONE PUBLIC CHARITY OTHER 2,500
    JESUIT RESTORATIVE JUSTICE INITIATIVE
    9309 RAYO AVENUE
    SOUTH GATE,CA90280     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 45,000
    JOHN BURTON ADVOCATES FOR YOUTH
    235 MONTGOMERY ST SUITE 1142
    SAN FRANCISCO,CA94104     		NONE PUBLIC CHARITY EDUCATION 100,000
    JOHN BURTON ADVOCATES FOR YOUTH
    235 MONTGOMERY ST SUITE 1142
    SAN FRANCISCO,CA94104     		NONE PUBLIC CHARITY YOUTH 7,000
    KRIPALU CENTER FOR YOGA AND HEALTH
    PO BOX 309
    STOCKBRIDGE,MA01262     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 75,000
    LA COMPOST
    221 W AVENUE 45
    LOS ANGELES,CA90065     		NONE PUBLIC CHARITY FOOD SECURITY 35,000
    LEADERSUP
    830 TRACTION AVE 3A HUB
    LOS ANGELES,CA90013     		NONE PUBLIC CHARITY EDUCATION 50,000
    LIBERTY HILL FOUNDATION
    6420 WILSHIRE BLVD STE 700
    LOS ANGELES,CA90048     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 50,000
    LIBERTY HILL FOUNDATION
    6420 WILSHIRE BLVD STE 700
    LOS ANGELES,CA90048     		NONE PUBLIC CHARITY OTHER 5,000
    LOS ANGELES CITY COLLEGE FOUNDATION
    855 N VERMONT AVE
    LOS ANGELES,CA90029     		NONE PUBLIC CHARITY FOOD EQUITY 50,000
    LOS ANGELES COUNTY ARTS COMMISSION
    1055 WILSHIRE BLVE 800
    LOS ANGELES,CA90017     		NONE PUBLIC CHARITY EDUCATION 250,000
    LOS ANGELES FIRE DEPARTMENT FOUNDATION
    1875 CENTURY PARK E SUITE 200
    LOS ANGELES,CA90067     		NONE PUBLIC CHARITY INNOVATION/EMERGENCY 2,500
    LOS ANGELES REGIONAL FOOD BANK
    1734 E 41ST STREET
    LOS ANGELES,CA90058     		NONE PUBLIC CHARITY FOOD EQUITY 125,000
    LOS ANGELES REGIONAL FOOD BANK
    1734 E 41ST STREET
    LOS ANGELES,CA90058     		NONE PUBLIC CHARITY FOOD SECURITY 10,000
    LOS ANGELES RIVER REVITALIZATION CORP ON BEHALF OF URBAN COLLABORATIVES
    525 S HEWITT ST
    LOS ANGELES,CA90013     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 100,000
    LOYOLA MARYMOUNT UNIVERSITY
    1 LMU DRIVE
    LOS ANGELES,CA90045     		NONE PUBLIC CHARITY EDUCATION 50,000
    MAR VISTA FAMILY CENTER
    5075 S SLAUSON AVE
    CULVER CITY,CA90230     		NONE PUBLIC CHARITY EDUCATION 2,500
    MASSACHUSETTS SCHOOL ADMINISTRATORS'ASSOCIATION(MSAA)
    33 FORGE PARKWAY
    FRANKLIN,MA02038     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 60,000
    MAYOR'S FUND FOR LOS ANGELES
    200 N SPRING STREET ROOM 3058
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY OTHER 10,000
    MEET EACH NEED WITH DIGNITY
    10641 N SAN FERNANDO ROAD
    PACOIMA,CA91331     		NONE PUBLIC CHARITY FOOD SECURITY 2,500
    MISSIONARIES OF THE HEART OF JESUS
    396 CONKLIN AVE
    BINGHAMTON,NY13903     		NONE PUBLIC CHARITY SPIRITUALITY 1,500
    NATIONAL COLLEGE ADVISING CORPS INC
    301 W BARBEE CHAPEL RD
    CHAPEL HILL,NC27517     		NONE PUBLIC CHARITY EDUCATION 150,000
    NATIONAL GUILD FOR COMMUNITY ARTS EDUCATION
    520 8TH AVENUE STE 302
    NEW YORK,NY10018     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 50,000
    NEO PHILANTHROPY ON BEHALF OF SOCIAL TRANSFORMATION PROJECT
    45 WEST 36TH STREET 6TH FLOOR
    NEW YORK,NY10018     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 50,000
    OJAI FOUNDATION
    PO BOX 999
    OJAI,CA93024     		NONE PUBLIC CHARITY SPIRITUALITY 4,000
    ONE VOICE
    1228 15TH ST C
    SANTA MONICA,CA90404     		NONE PUBLIC CHARITY EDUCATION 2,500
    ONE VOICE
    1228 15TH ST C
    SANTA MONICA,CA90404     		NONE PUBLIC CHARITY EDUCATION 50,000
    PEAR
    338 NW 6TH AVE
    PORTLAND,OR97209     		NONE PUBLIC CHARITY YOUTH 7,500
    PASSAGE WORKS INSTITUTE
    3050 BROADWAY SUITE 203
    BOULDER,CO80304     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 50,000
    PEACE 4 KIDS
    1315 N BULLIS RD 6
    COMPTON,CA90221     		NONE PUBLIC CHARITY YOUTH 2,500
    PEOPLE ASSISTING THE HOMELESS
    340 N MADISON AVE
    LOS ANGELES,CA90004     		NONE PUBLIC CHARITY OTHER 3,000
    PEOPLE ASSISTING THE HOMELESS
    340 N MADISON AVE
    LOS ANGELES,CA90004     		NONE PUBLIC CHARITY OTHER 2,500
    PICO UNION PROJECT
    11153 VALENCIA STREET
    LOS ANGELES,CA90015     		NONE PUBLIC CHARITY OTHER 1,000
    PLANNED PARENTHOOD LOS ANGELES
    400 WEST 30TH STREET
    LOS ANGELES,CA90007     		NONE PUBLIC CHARITY OTHER 10,000
    PROJECT FREEDOM RIDE
    PO BOX 8134
    FORT GORDON,GA30905     		NONE PUBLIC CHARITY OTHER 3,000
    PROVIDENCE COLLEGE
    1 CUNNINGHAM SQUARE
    PROVIDENCE,RI02905     		NONE PUBLIC CHARITY EDUCATION 200,000
    REACH OUT AND READ ALABAMA
    19 SOUTH JACKSON STREET
    MONTGOMERY,AL36104     		NONE PUBLIC CHARITY EDUCATION 5,000
    RHODE ISLAND SCHOOL OF DESIGN
    2 COLLEGE STREET
    PROVIDENCE,RI02903     		NONE PUBLIC CHARITY EDUCATION 100,000
    ROCKWOOD LEADERSHIP INSTITUTE
    1212 BROADWAY SUITE 700
    OAKLAND,CA94612     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 100,000
    SELMA DALLAS COUNTY PUBLIC LIBRARY FOUNDATION INC
    1103 SELMA AVE
    SELMA,AL36701     		NONE PUBLIC CHARITY EDUCATION 5,000
    SHARE OUR STRENGTH
    1080 15TH ST NW STE 1100W
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY FOOD SECURITY 125,000
    SKIRBALL CULTURAL CENTER
    2701 N SEPULVEDA BLVD
    LOS ANGELES,CA90049     		NONE PUBLIC CHARITY OTHER 5,000
    SKIRBALL CULTURAL CENTER
    2701 N SEPULVEDA BLVD
    LOS ANGELES,CA90049     		NONE PUBLIC CHARITY INOVATION/EMERGENCY 25,000
    SKIRBALL CULTURAL CENTER
    2701 N SEPULVEDA BLVD
    LOS ANGELES,CA90049     		NONE PUBLIC CHARITY OTHER 5,000
    SOUTHERN CALIFORNIA GRANTMAKERS
    1000 N ALAMEDA ST 230
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY OTHER 2,500
    SOUTHERN CALIFORNIA GRANTMAKERS
    1000 N ALAMEDA ST 230
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 150,000
    SOUTHERN CALIFORNIA PUBLIC RADIO
    474 S RAYMOND AVE
    PASADENA,CA91105     		NONE PUBLIC CHARITY OTHER 2,500
    SPECTRUM YOUTH & FAMILY SERVICES
    31 ELMWOOD AVE
    BURLINGTON,VT05401     		NONE PUBLIC CHARITY YOUTH 2,500
    SPIRIT ROCK MEDIATION CENTER
    PO BOX 169
    WOODACRE,CA94973     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 65,000
    ST JOSEPH CENTER
    204 HAMPTON DRIVE
    VENICE,CA90291     		NONE PUBLIC CHARITY OTHER 2,500
    STEP UP ON SECOND
    1328 SECOND STREET
    SANTA MONICA,CA90401     		NONE PUBLIC CHARITY OTHER 2,500
    TEMPLE EMANUEL OF BEVERLY HILLS
    8844 BURTON WAY
    BEVERLY HILLS,CA90211     		NONE PUBLIC CHARITY SPIRITUALITY 10,000
    THE ART EFFECT
    45 PERSHING AVE
    POUGHKEEPSIE,NY12601     		NONE PUBLIC CHARITY OTHER 1,000
    THE BOSTON FOUNDATION ON BEHALF OF THE BOSTON OPPORTUNITY AGENDA
    75 ARLINGTON ST 3RD FLOOR
    BOSTON,MA02116     		NONE PUBLIC CHARITY YOUTH 10,000
    THE CALIFORNIA INSTITUTE FOR YIDDISH CULTURE & LANGUAGE
    333 WASHINGTON BLVD 118
    MARINA DEL REY,CA90292     		NONE PUBLIC CHARITY OTHER 3,500
    THE COLLEGE CRUSADE OF RHODE ISLAND
    134 THURBERS AVE
    PROVIDENCE,RI02905     		NONE PUBLIC CHARITY EDUCATION 150,000
    THE GABRIELLA FOUNDATION
    222 E 16TH STREET UNIT E
    LOS ANGELES,CA90015     		NONE PUBLIC CHARITY EDUCATION 35,000
    THE GARRISON INSTITUTE
    PO BOX 532
    GARRISON,NY10524     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 25,000
    THE HARVEST HOME
    2118 WILSHIRE BLVD PMB 358
    SANTA MONICA,CA90403     		NONE PUBLIC CHARITY FOOD SECURITY 2,500
    THE PRAXIS PROJECT ON BEHALF OF BOLD
    1001 CONNECTICUT AVE NW
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 50,000
    THE RAPE FOUNDATION
    1223 WILSHIRE BLVD STE 410
    SANTA MONICA,CA90403     		NONE PUBLIC CHARITY OTHER 5,000
    THE REGENTS OF UNIVERSITY OF CALIFORNIA LOS ANGELES
    UCLA CHANCELOROFFICE BOX 9514052147
    MURPHY HALL
    LOS ANGELES,CA90095     		NONE PUBLIC CHARITY EDUCATION 75,000
    THE RHODE ISLAND COMMUNITY FOOD BANK
    200 NIANTIC
    PROVIDENCE,RI02907     		NONE PUBLIC CHARITY FOOD SECURITY 10,000
    THE RHODE ISLAND COMMUNITY FOOD BANK
    200 NIANTIC
    PROVIDENCE,RI02907     		NONE PUBLIC CHARITY FOOD EQUITY 100,000
    THE RIGHTWAY FOUNDATION
    3650 MLK JR DRIVE 195
    LOS ANGELES,CA90008     		NONE PUBLIC CHARITY OTHER 2,500
    THEODORE PAYNE FOUNDATION FOR WILD FLOWERS & NATIVE PLANTS
    10459 TUXFORD ST
    SUN VALLEY,CA91352     		NONE PUBLIC CHARITY OTHER 6,000
    TIDES FOUNDATION ON BEHALF OF FLORIDA RIGHTS RESTORATION COALITION
    PO BOX 29903 PRESIDIO BLDG 1014
    SAN FRANCISCO,CA94129     		NONE PUBLIC CHARITY OTHER 3,000
    TREEPEOPLE
    12601 MULHOLLAND DR
    BEVERLY HILLS,CA90210     		NONE PUBLIC CHARITY OTHER 2,500
    UNITARIAN UNIVERSALIST ROWE CAMP & CONFERENCE CENTER
    PO BOX 273
    ROWE,MA01367     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 25,000
    UNITED FRIENDS OF THE CHILDREN
    1055 WILSHIRE BLVE 1955
    LOS ANGELES,CA90017     		NONE PUBLIC CHARITY EDUCATION 150,000
    UNIVERSITY OF NEW HAMPSHIRE FOUNDATION
    9 EDGEWOOD RD
    DURHAM,NH03824     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 60,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    3720 S FLOWER ST BLDG 702
    LOS ANGELES,CA90004     		NONE PUBLIC CHARITY EDUCATION 150,000
    UNIVERSITY OF VERMONT & STATE AGRICULTURAL FOUNDATION
    411 MAIN STREET
    BURLINGTON,VT05401     		NONE PUBLIC CHARITY TRANSFORMATIONAL LEADERSHIP 50,000
    URBAN FOOD INITIATIVE DBA DAILY TABLE
    450 WASHINGTON STREET
    DORCHESTER,MA02124     		NONE PUBLIC CHARITY FOOD SECURITY 200,000
    USC HILLEL FOUNDATION
    3300 S HOOVER ST
    LOS ANGELES,CA90007     		NONE PUBLIC CHARITY OTHER 3,000
    VALLECITOS MOUNTAIN RETREAT CENTER
    PO BOX 4051
    DURANGO,CO81302     		NONE PUBLIC CHARITY SPIRITUALITY 10,000
    VENICE ARTSIN NEIGHBORHOODS
    13445 BEACH AVE
    VENICE,CA90292     		NONE PUBLIC CHARITY EDUCATION 150,000
    VERMONT FOODBANK
    33 PARKER ROAD
    BARRE,VT05641     		NONE PUBLIC CHARITY FOOD SECURITY 75,000
    VERMONT FOODBANK
    33 PARKER ROAD
    BARRE,VT05641     		NONE PUBLIC CHARITY FOOD SECURITY 10,000
    VERMONT SUSTAINABLE JOBS FUND INC
    3 PITKIN COURT 301E
    MONTPELIER,VT05641     		NONE PUBLIC CHARITY FOOD SECURITY 50,000
    VIRGINIA SUPPORTIVE HOUSING
    8002 DISCOVERY DR SUITE 201
    RICHMOND,VA23229     		NONE PUBLIC CHARITY OTHER 5,000
    WATERSHED CENTER ON BEHALF OF HEALING JUSTICE PODCAST
    44 KAYE RD
    MILLERTON,NY12546     		NONE PUBLIC CHARITY OTHER 5,000
    WESTSIDE FOOD BANK
    1710 22ND STREET
    SANTA MONICA,CA90404     		NONE PUBLIC CHARITY FOOD SECURITY 10,000
    WESTSIDE FOOD BANK
    1710 22ND STREET
    SANTA MONICA,CA90404     		NONE PUBLIC CHARITY FOOD EQUITY 75,000
    WILMER HALL CHILDREN'S HOME
    3811 OLD SHELL ROAD
    MOBILE,AL36608     		NONE PUBLIC CHARITY EDUCATION 100,000
    Total .................................bullet 3a 6,251,000
    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
    aNOT APPLICABLE          
    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....         2,233,819
    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.....         143,519
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        3,326,021
    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 0 5,703,359
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,703,359
    (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.)
    3 SUPPORTS GRANT MAKING BY PROVIDING INVESTMENT INCOME
    4 SUPPORTS GRANT MAKING BY PROVIDING INVESTMENT INCOME
    7 SUPPORTS GRANT MAKING BY PROVIDING INVESTMENT INCOME
    8 SUPPORTS GRANT MAKING BY PROVIDING INVESTMENT INCOME
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

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

    01-0789717
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE ANGELL FOUNDATION
          		Employer identification number
    01-0789717
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ANGELL FAMILY TRUST(ONGOING CONTRIBUTOR)
     
    11150 WEST OLYMPIC BLVD 915
     
    LOS ANGELES, CA90064

    		$ 600,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ANGELL FAMILY TRUST(ONGOING CONTRIBUTOR)
     
    11150 WEST OLYMPIC BLVD 915
     
    LOS ANGELES, CA90064

    		$ 500,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    01-0789717
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE ANGELL FOUNDATION
          		Employer identification number

    01-0789717
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEES/ACCTG 107,906 53,953   0

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

    TY 2018 AmortizationSchedule
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    WEB DESIGN 2018-06-29 20,425   36.000000000000 6,808 0   6,808

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

    TY 2018 DepreciationSchedule
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    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
    COMPUTER 2005-12-01 2,931 2,931 SL 5.000000000000 0 0    
    FURNITURE 2006-06-29 785 785 SL 7.000000000000 0 0    
    EQUIPMENT 2006-06-29 75 75 SL 5.000000000000 0 0    
    FURNITURE 2006-07-25 1,553 1,553 SL 7.000000000000 0 0    
    FURNITURE 2006-10-18 325 325 SL 7.000000000000 0 0    
    FURNITURE 2006-10-18 460 460 SL 7.000000000000 0 0    
    TELEPHONE 2006-09-05 6,533 6,533 SL 5.000000000000 0 0    
    COMPUTERS 2006-10-03 6,046 6,046 SL 5.000000000000 0 0    
    MISC 2006-12-15 159 159 SL 5.000000000000 0 0    
    PRINTER 2006-10-18 433 433 SL 5.000000000000 0 0    
    FAX 2006-10-18 325 325 SL 5.000000000000 0 0    
    SCANNER 2007-12-19 832 832 SL 5.000000000000 0 0    
    TELEPHONE 2009-10-09 1,867 1,867 SL 7.000000000000 0 0    
    PROJECTOR 2009-12-21 549 546 SL 7.000000000000 0 0    
    READERS 2010-01-21 1,317 658 SL 5.000000000000 0 0    
    SHREDDER 2010-01-21 511 255 SL 7.000000000000 0 0    
    WEBDESIGN 2010-06-01 12,854 6,427 SL 7.000000000000 0 0    
    DESKS (2) 2009-12-05 1,612 1,612 SL 7.000000000000 0 0    
    CONF TABLE 2009-12-05 1,097 1,097 SL 7.000000000000 0 0    
    CONF TABLE CHAIRS 2009-12-05 2,616 2,616 SL 7.000000000000 0 0    
    LUCITE BASE 2010-02-02 220 110 SL 7.000000000000 0 0    
    MISC (LR) 2010-05-21 1,209 604 SL 7.000000000000 0 0    
    CHAIRS RECEPT 2010-02-23 1,605 802 SL 7.000000000000 0 0    
    FRAMING 2010-05-07 1,017 508 SL 7.000000000000 0 0    
    COMPUTERS (2) 2011-09-08 3,864   SL 5.000000000000 0 0    
    SCANNER 2013-07-02 839 378 SL 5.000000000000 41 0    
    OFFICE FURNISHINGS 2015-01-01 56,636 39,645 SL 5.000000000000 11,327 0    
    OFFICE FURNISHINGS 2016-04-25 2,412 1,205 SL 5.000000000000 482 0    
    OFFICE EQUIPMENT 2016-02-19 2,540 1,270 SL 5.000000000000 508 0    
    OFFICE EQUIPMENT - HP DESKTOP 2016-04-19 754 377 SL 5.000000000000 151 0    
    COMPUTER SOFTWARE 2015-12-11 17,000 14,167 SL 3.000000000000 2,833 0    
    COMPUTER SOFTWARE 2016-11-22 3,000 1,500 SL 3.000000000000 1,000 0    
    LAPTOP 2017-09-05 400 33 SL 3.000000000000 67 0    
    COMPUTER EQUIPMENT 2017-09-29 699   SL 3.000000000000 0 0    

    TY 2018 GeneralExplanationAttachment
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Identifier Return Reference Explanation
    DAVLYN INVESTMENTS LLC A SINGLE MEMBER LLC PF1 PART I COLUMN A STATEMENT REGARDING SINGLE-MEMBER LLC:DAVLYN INVESTMENTS LLC (FEIN 81-3488386)IS AWHOLLY-OWNED SINGLE MEMBER LLC. ALL TAX ATTRIBUTESARE INCLUDED IN FORM 990PF.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 9,054,548 9,162,396

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE EQUITIES 59,028,443 72,352,374

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    US Government Securities - End of Year Book Value:

    12,110,422
    US Government Securities - End of Year Fair Market Value:

    12,531,350
    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 ANGELL FOUNDATION
    EIN:
    01-0789717
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    REAL ESTATE ENTITIES AT COST 1,349,172 2,018,196
    OIL AND GAS AT COST 1,214,606 2,000,840
    PRIVATE PLACEMENTS AT COST 26,516,957 30,361,811
    PARTNERSHIPS AT COST 916,096 1,100,000

    TY 2018 LandEtcSchedule2
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER 2,931 2,931 0  
    FURNITURE 785 785 0  
    EQUIPMENT 75 75 0  
    FURNITURE 1,553 1,553 0  
    FURNITURE 325 325 0  
    FURNITURE 460 460 0  
    TELEPHONE 6,533 6,533 0  
    COMPUTERS 6,046 6,046 0  
    MISC 159 159 0  
    PRINTER 433 433 0  
    FAX 325 325 0  
    SCANNER 832 832 0  
    TELEPHONE 1,867 1,867 0  
    PROJECTOR 549 546 3  
    READERS 1,317 1,317 0  
    SHREDDER 511 511 0  
    WEBDESIGN 12,854 12,854 0  
    DESKS (2) 1,612 1,612 0  
    CONF TABLE 1,097 1,097 0  
    CONF TABLE CHAIRS 2,616 2,616 0  
    LUCITE BASE 220 220 0  
    MISC (LR) 1,209 1,209 0  
    CHAIRS RECEPT 1,605 1,605 0  
    FRAMING 1,017 1,017 0  
    COMPUTERS (2) 3,864 3,864 0  
    SCANNER 839 839 0  
    OFFICE FURNISHINGS 56,636 50,972 5,664  
    OFFICE FURNISHINGS 2,412 1,687 725  
    OFFICE EQUIPMENT 2,540 1,778 762  
    OFFICE EQUIPMENT - HP DESKTOP 754 528 226  
    COMPUTER SOFTWARE 17,000 17,000 0  
    COMPUTER SOFTWARE 3,000 2,500 500  
    LAPTOP 400 300 100  
    COMPUTER EQUIPMENT 699 699 0  
    WEB DESIGN 20,425 6,808 13,617  


    TY 2018 OtherAssetsSchedule
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSITS 16,984 16,984 16,984
    LIFE INSURANCE CSV 757,512 866,690 866,690
    ARTWORK 47,968 47,968 47,968


    TY 2018 OtherDecreasesSchedule
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Description Amount
    UBTI REPORTED ON FORM 990-T 478,473


    TY 2018 OtherExpensesSchedule
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 9,681 0   0
    OFFICE EXPENSE 32,239 6,449   25,790
    LIFE INSURANCE 17,690 0   0
    PARKING 13,647 0   13,647
    AMORTIZATION 6,808 0   0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 IBEX MICROCAP FUND (FKA LAZARUS) -36,688 -36,688 -36,688
    K-1 IBEX MICROCAP FUND (FKA LAZARUS 2) -50,090 -50,090 -50,090
    K-1 IBEX ISRAEL FUND (FKA LAZARUS ISRAEL) -51,047 -51,047 -51,047
    K-1 IBEX ISRAEL ZIMP (FKA LAZARUS ISRAEL) -509 -509 -509
    K-1 LAZARUS (KAMINARIO) -1,055 -1,055 -1,055
    K-1 IBEX INVESTMENT HOLDINGS-DAVLYN -6,855 -6,855 -6,855
    K-1 IBEX ISRAEL FUND 1-DAVLYN -83 -83 -83
    K-1 IBEX BEHAV.FIN FD I-IBEX GP-DAVLYN 33,738 33,738 33,738
    K-1 IBEX ISRAEL FUND II-IBEX GP-DAVLYN -48 -48 -48
    K-1 IBEX BEHAVIORAL FIN.FD-DAVLYN 9,984 9,984 9,984
    K-1 IBEX ISRAEL OPPORT.FD I-DAVLYN -14 -14 -14
    K-1 IBEX ISRAEL OPPORT. FD II-DAVLYN -119 -119 -119
    K-1 IBEX DRIVERLESS FUND-DAVLYN -14 -14 -14
    K-1 TIGER GLOBAL IV -781 -781 -781
    K-1 TIGER GLOBAL V -26,886 -26,886 -26,886
    K-1 TIGER GLOBAL VII -15,452 -15,452 -15,452
    K-1 TIGER GLOBAL PIP IX -25,332 -25,332 -25,332
    K-1 TIGER GLOBAL PIP XI -35,335 -35,335 -35,335
    K-1 TIGER GLOBAL PIP X HOLDINGS -35 -35 -35
    K-1 TIGER GLOBAL PIP XI -10,552 -10,552 -10,552
    K-1 GMT EXPLORATION NEW MEXICO 18,067 18,067 18,067
    K-1 GMT EXPLORATION -84 -84 -84
    K-1 GMT NORTH SLOPE 60 60 60
    K-1 GMT NORTH SLOPE II -2 -2 -2
    K-1 ARCO 24,901 24,901 24,901
    K-1 SHOPPES AT RIVERS EDGE 3,523 3,523 3,523
    K-1 CYGNUS II -54,278 -54,278 -54,278
    K-1 CYGNUS III 42,331 42,331 42,331
    K-1 CYGNUS IV -21,684 -21,684 -21,684
    K-1 CYGNUS SRCS LLC 18,919 18,919 18,919
    K-1 FIREBIRD REPUBLIC -2,934 -2,934 -2,934
    K-1 TARGA RESOURCES 11,250 11,250 11,250
    K-1 SUBURBAN PROPANE -229 -229 -229
    K-1 OPPENHEIMER ACTIVIST PARTNERS -29,799 -29,799 -29,799
    K-1 NUSTAR ENERGY LP 19,062 19,062 19,062
    K-1 RENAISSANCE INSTIT. EQUITIES -55,439 -55,439 -55,439
    K-1 IBEX BEHAVIORAL FINANCE FUND 340,559 340,559 340,559
    K-1 IBEX BEHAVIORAL (GAUZY) -575 -575 -575
    K-1 IBEX PARTNERS (NEXAR) -5,131 -5,131 -5,131
    K-1 OAKTREE-SERIES A 82 82 82
    K-1 OAKTREE-SERIES B 49 49 49
    K-1 ENERGY TRANSFER-SERIES D 5,931 5,931 5,931
    K-1 ASH VI LLC -3,358 -3,358 -3,358
    K-1 IBEX INVEST.HOLDINGS II-DAVLYN 49,471 49,471 49,471


    TY 2018 OtherIncreasesSchedule
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Description Amount
    INCOME ON BOOKS-FMV INCREASE - NOT TAXABLE 1,771,097
    PRIOR PERIOD ADJUSTMENT 1,384


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Description Beginning of Year - Book Value End of Year - Book Value
    PENSION CONTRIBUTION PAYABLE 33,411 34,372


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT MANAGEMENT 95,475 0   95,475
    INVESTMENT MANAGEMENT 573,968 573,968   0
    PROGRAM EXPENSE 28,062 0   28,062
    ADMINISTRATIVE FEES 19,800 0   0
    COMPUTER FEES 20,016 0   20,016


    TY 2018 SubstantialContributorsSch
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Name Address
    ANGELL FAMILY TRUST
          		11150 W OLYMPIC BLVD
    LOS ANGELES,CA90064


    TY 2018 TaxesSchedule
    Name:
    THE ANGELL FOUNDATION
    EIN:
    01-0789717
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE TAXES 5,999 0   0
    TAXES WITHHELD ON DIVIDENDS 4,530 0   0
    PAYROLL TAXES 39,327 7,500   31,827
    FILING FEES 1,345 0   0
    NET EXCISE TAXES 29,956 0   0