-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE CRAIL-JOHNSON FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
461 WEST 6TH STREET NO 300
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN PEDRO
,
CA
90731
A Employer identification number
33-0247161
B
Telephone number (see instructions)
(310) 519-9500
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
18,944,371
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
24,962
17,023
4
Dividends and interest from securities
...
448,627
460,101
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
922,044
b
Gross sales price for all assets on line 6a
4,302,426
7
Capital gain net income (from Part IV, line 2)
...
928,964
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)
.......
11,540
82,883
12
Total.
Add lines 1 through 11
........
1,407,173
1,488,971
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
97,500
0
97,500
15
Pension plans, employee benefits
.......
5,850
0
5,850
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
8,180
2,454
5,726
c
Other professional fees (attach schedule)
....
85,338
85,338
0
17
Interest
...............
288
18
Taxes (attach schedule) (see instructions)
...
55,109
0
8,711
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
6,305
0
6,305
22
Printing and publications
..........
372
0
372
23
Other expenses (attach schedule)
.......
18,969
29,394
18,969
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
277,623
117,474
143,433
25
Contributions, gifts, grants paid
.......
970,440
1,070,440
26
Total expenses and disbursements.
Add lines 24 and 25
1,248,063
117,474
1,213,873
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
159,110
b
Net investment income
(if negative, enter -0-)
1,371,497
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
8,719
12,515
12,515
2
Savings and temporary cash investments
.........
382,561
334,585
334,585
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
12,203
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
13,176,532
15,899,650
15,899,650
c
Investments—corporate bonds (attach schedule)
.......
885,541
0
0
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
2,638,505
2,697,621
2,697,621
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
17,104,061
18,944,371
18,944,371
17
Accounts payable and accrued expenses
..........
2,294
2,294
18
Grants payable
.................
500,000
400,000
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
)
7,000
30,195
23
Total liabilities
(add lines 17 through 22)
.........
509,294
432,489
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
16,594,767
18,511,882
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
16,594,767
18,511,882
30
Total liabilities and net assets/fund balances
(see instructions)
.
17,104,061
18,944,371
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
16,594,767
2
Enter amount from Part I, line 27a
.....................
2
159,110
3
Other increases not included in line 2 (itemize)
3
1,758,005
4
Add lines 1, 2, and 3
..........................
4
18,511,882
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
18,511,882
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLIC TRADED SECURITIES
P
b
FROM K-1 - OAKTREE CAPITAL GROUP
P
c
FROM K-1 - OAKTREE CAPITAL GROUP
P
d
FROM K-1 - PE PREMIER BLACKSTONE ENERGY PARTNERS II OFFSHORE
P
e
FROM K-1 - RE PREMIER BLACKSTONE REAL ESTATE DEBT STRATEGIES III TE FEEDER
P
FROM K-1 - THE BLACKSTONE GROUP LP
P
FROM K-1 - THE BLACKSTONE GROUP LP
P
ADJUSTMENT TO CAPITAL GAIN
P
DISPOSITION OF OAKTREE CAPITAL GROUP
P
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
4,163,849
3,279,347
884,502
b
36
c
200
d
16
e
9,971
77
3,892
1,778
-1,778
121,015
106,529
14,486
17,562
17,562
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
884,502
b
36
c
200
d
16
e
9,971
77
3,892
-1,778
14,486
17,562
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
928,964
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
...................
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?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
1,186,171
17,947,782
0.066090
2017
1,188,703
17,996,934
0.066050
2016
4,281,691
18,069,824
0.236953
2015
1,096,715
21,274,477
0.051551
2014
1,391,043
22,061,900
0.063052
2
Total
of line 1, column (d)
.....................
2
0.483696
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
0.096739
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
17,910,782
5
Multiply line 4 by line 3
......................
5
1,732,671
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
13,715
7
Add lines 5 and 6
........................
7
1,746,386
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,213,873
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
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
27,430
here
and 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
27,430
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
27,430
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
12,582
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
20,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
32,582
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
5,152
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
5,152
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.CRAIL-JOHNSON.ORG
14
The books are in care of
ALAN C JOHNSON
Telephone no.
(310) 519-9500
Located at
461 WEST 6TH STREET SUITE 300
SAN PEDRO
CA
ZIP+4
90731
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
ERIC C JOHNSON
VICE PRESIDENT & DIRECTOR
8.00
0
0
0
461 WEST 6TH STREET SUITE 300
SAN PEDRO
,
CA
90731
ALAN C JOHNSON
PRESIDENT & DIRECTOR
8.00
0
0
0
461 WEST 6TH STREET SUITE 300
SAN PEDRO
,
CA
90731
CRAIG C JOHNSON
CHAIRMAN & DIRECTOR
8.00
0
0
0
461 WEST 6TH STREET SUITE 300
SAN PEDRO
,
CA
90731
ANN L JOHNSON
VICE PRESIDENT & DIRECTOR
8.00
0
0
0
461 WEST 6TH STREET SUITE 300
SAN PEDRO
,
CA
90731
CAROLYN E ESCOTO
DIRECTOR
8.00
0
0
0
461 WEST 6TH STREET SUITE 300
SAN PEDRO
,
CA
90731
DOROTHY COURTNEY
DIRECTOR
8.00
0
0
0
461 WEST 6TH STREET SUITE 300
SAN PEDRO
,
CA
90731
JOHN S PETERSON
SECRETARY & DIRECTOR
8.00
0
0
0
461 WEST 6TH STREET SUITE 300
SAN PEDRO
,
CA
90731
BYUNG KIM
CHIEF FINANCIAL OFFICER
8.00
0
0
0
461 WEST 6TH STREET SUITE 300
SAN PEDRO
,
CA
90731
ELIZABETH S JOHNSON
DIRECTOR
8.00
0
0
0
461 WEST 6TH STREET SUITE 300
SAN PEDRO
,
CA
90731
JANE M JOHNSON
DIRECTOR
8.00
0
0
0
461 WEST 6TH STREET SUITE 300
SAN PEDRO
,
CA
90731
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
RACHEL ROTH
EXECUTIVE DIRECTOR
40.00
97,500
5,850
0
461 WEST 6TH STREET SUITE 300
SAN PEDRO
,
CA
90731
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
17,603,751
b
Average of monthly cash balances
.......................
1b
579,784
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
18,183,535
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
18,183,535
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
272,753
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
17,910,782
6
Minimum investment return.
Enter 5% of line 5
..................
6
895,539
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
895,539
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
27,430
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
27,430
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
868,109
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
868,109
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
868,109
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,213,873
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,213,873
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,213,873
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
868,109
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
318,368
b
From 2015
......
53,746
c
From 2016
......
3,363,469
d
From 2017
......
297,461
e
From 2018
......
95,268
f
Total
of lines 3a through e
........
4,128,312
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,213,873
a
Applied to 2018, 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 2019 distributable amount
.....
868,109
e
Remaining amount distributed out of corpus
345,764
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
4,474,076
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
318,368
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
4,155,708
10
Analysis of line 9:
a
Excess from 2015
....
53,746
b
Excess from 2016
....
3,363,469
c
Excess from 2017
....
297,461
d
Excess from 2018
....
95,268
e
Excess from 2019
....
345,764
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RACHEL ROTH PROGRAM OFFICER
461 WEST 6TH STREET SUITE 300
SAN PEDRO
,
CA
90731
(310) 519-9500
b
The form in which applications should be submitted and information and materials they should include:
SEE MISSION STATEMENT/GRANT MAKING POLICIES (SEE STATEMENT 13)
c
Any submission deadlines:
SEE MISSION STATEMENT/GRANT MAKING POLICIES (SEE STATEMENT 13)
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE MISSION STATEMENT/GRANT MAKING POLICIES (SEE STATEMENT 13)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
A SENSE OF HOME
1065 ELKGROVE AVENUE 2
VENICE
,
CA
90291
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
5,000
AL WOOTEN JR YOUTH CENTER
9106 S WESTERN AVE
LOS ANGELES
,
CA
90047
PUBLIC CHARITY
COLLEGE READINESS AFTERSCHOOL PROGRAM
12,500
ALTASEA
222 WEST 6TH STREET SUITE 1010
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
CAPITAL CAMPAIGN
100,000
ALZHEIMER'S ASSOCIATION - CALIFORNIA SOUTHLAND CHAPTER
4221 WILSHIRE BLVD STE 400
LOS ANGELES
,
CA
90010
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
AMERICAN CANCER SOCIETY
LOS ANGELES REGION REGIONAL
PROCESSING CENTER
LOS ANGELES
,
CA
90079
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOOR
NEW YORK
,
NY
10004
PUBLIC CHARITY
WOMEN'S REPRODUCTIVE RIGHTS & LGBTQ EQUALITY
500
AMERICAN RED CROSS OF GREATER LOS ANGELES
PO BOX 512006
LOS ANGELES
,
CA
90051
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
350
ANGEL CITY PIT PULLS
PO BOX 19944
LOS ANGELES
,
CA
90019
PUBLIC CHARITY
IN HONOR OF TINA WUBBEN'S PARTICIPATION IN THE LOS ANGELES MARATHON
100
ANGELICA CENTER FOR ARTS AND MUSIC
1345 SOUTH BURLINGTON AVENUE
LOS ANGELES
,
CA
90006
PUBLIC CHARITY
ANGELICA CENTER FOR ARTS AND MUSIC ARTS PROGRAMMING
7,000
ANGELS GATE CULTURAL CENTER
3601 S GAFFEY ST
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
MODEL ARTS SCHOOL PARTNERSHIP
10,000
ART IN MOTION
303 S PACIFIC AVENUE 102
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
SAN PEDRO INTERNATIONAL FILM FESTIVAL
500
ASSISTANCE LEAGUE OF SAN PEDRO
1441 WEST 8TH STREET
SAN PEDRO
,
CA
90732
PUBLIC CHARITY
FRANCES J. JOHNSON DENTAL CENTER
15,000
BOYS & GIRLS CLUBS OF CARSON
1950 E 220TH STREET SUITE 207
CARSON
,
CA
90810
PUBLIC CHARITY
AIM (ACHIEVEMENT IN MIDDLE SCHOOL) PROGRAM
20,000
BOYS & GIRLS CLUBS OF THE LOS ANGELES HARBOR
1200 S CABRILLO AVENUE
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
20,000
CABRILLO AVENUE ELEMENTARY SCHOOL (LAUSD)
732 S CABRILLO AVENUE
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
PROJECT PLUS
25,000
CALIFORNIA AQUATIC THERAPY & WELLNESS CENTER
6801 LONG BEACH BLVD
LONG BEACH
,
CA
90805
PUBLIC CHARITY
YOUTH WELLNESS PROGRAM
10,000
CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE
3711 LONG BEACH BLVD SUITE 1017
LONG BEACH
,
CA
90740
PUBLIC CHARITY
CONSCIOUS CLASSROOMS
10,000
CALIFORNIA RURAL LEGAL ASSISTANCE
1430 FRANKLIN STREET SUITE 103
OAKLAND
,
CA
94612
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
CANCER SUPPORT COMMUNITY REDONDO BEACH
109 W TORRANCE BLVD SUITE 100
REDONDO BEACH
,
CA
90277
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
1,250
CANINE ANGELS SERVICE TEAMS
13475 N APPLEGATE ROAD
GRANTS PASS
,
OR
97527
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
500
CARE
PO BOX 1870
MERRIFIELD
,
VA
22116
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
250
CASA OF KERN COUNTY
1717 COLUMBUS STREET
BAKERSFIELD
,
CA
93305
PUBLIC CHARITY
MENTAL HEALTH ADVOCACY
20,000
CASA OF LOS ANGELES
201 CENTRE PLAZA DRIVE SUITE 1100
MONTEREY PARK
,
CA
91754
PUBLIC CHARITY
EARLY CHILDHOOD INITIATIVE (ECI)
10,000
CEDARS-SINAI
8700 BEVERLY BLVD SUITE 2416
LOS ANGELES
,
CA
90048
PUBLIC CHARITY
IN HONOR OF ADELA CABRAL FOR SUPPORT OF PANCREATIC CANCER
500
CENTER FOR THE PACIFIC ASIAN FAMILY
3424 WILSHIRE BLVD SUITE 1000
LOS ANGELES
,
CA
90010
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
175
CHAMPIONS OF CARING CONNECTIONS INC
4323 E ROSECRANS AVE
COMPTON
,
CA
90221
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
5,000
CHILDREN TODAY
2951 LONG BEACH BLVD
LONG BEACH
,
CA
90806
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
15,000
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVD MS29
LOS ANGELES
,
CA
90027
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
500
CHILL FOUNDATION
180 QUEEN CITY PARK ROAD
BURLINGTON
,
VT
05401
PUBLIC CHARITY
PROGRAMS IN RENO, NV
1,500
COALITION FOR ENGAGED EDUCATION
3131 OLYMPIC BLVD
SANTA MONICA
,
CA
90404
PUBLIC CHARITY
GENERAL OPERATING SUPPORT FOR C/HOPE AND C/FORWARD: PROGRAMS FOR JUSTICE-INVOLVED AND FOSTER YOUTH
10,000
COMMUNITY PARTNERS FBO LAS FOTOS PROJECT
1000 NORTH ALAMEDA STREET SUITE 240
LOS ANGELES
,
CA
90012
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
10,000
CROSSROADS SCHOOL FOR ARTS & SCIENCES
1714 21ST STREET
SANTA MONICA
,
CA
90404
PUBLIC CHARITY
CROSSROADS FUND
250
CULTURE SHOCK LOS ANGELES
4029 S PACIFIC AVE 7
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
ARTIST IN ME (AIM)
2,500
DETERMINED TO SUCCEED
2525 OCEAN PARK BLVD 116
SANTA MONICA
,
CA
90405
PUBLIC CHARITY
TUTORING AND MENTORING
10,000
DISABLED SPORTS EASTERN SIERRA
1 MINARET ROAD
MAMMOTH LAKES
,
CA
93546
PUBLIC CHARITY
NATIONAL WOUNDED WARRIOR CENTER
12,500
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUE 2ND FLOOR
NEW YORK
,
NY
10001
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
1,000
ELEVATE YOUR GAME
2019 E 120TH STREET
LOS ANGELES
,
CA
90059
PUBLIC CHARITY
MENTORING PROGRAMS
10,000
ENCORE
3555 LOMITA BOULEVARD SUITE E
TORRANCE
,
CA
90505
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
500
EXP
2417 E CARSON STREET SUITE 200
CARSON
,
CA
90810
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
12,500
FRIENDS OF CABRILLO MARINE AQUARIUM
3720 STEPHEN M WHITE DRIVE
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
YOUTH MARINE SCIENCE AND CONSERVATION EDUCATION
10,000
FRIENDS OF GALA
1067 WEST BLVD
LOS ANGELES
,
CA
90019
PUBLIC CHARITY
LAUNCH HER FUTURE: GIRLS IN STEM
10,050
FULCRUM ARTS (SERVING AS FISCAL RECEIVER FOR THE ARTS ED COLLECTIVE)
C/O FULCRUM ARTS 495 E COLORADO
BLVD
PASADENA
,
CA
91101
PUBLIC CHARITY
VIOLIN INSTRUCTION PROGRAM IN THE COMPTON UNIFIED SCHOOL DISTRICT
5,000
GRAND VISION FOUNDATION
434 W 6TH STREET
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
MEET THE MUSIC
65,000
GUIDE DOGS FOR THE BLIND INC
PO BOX 3950
SAN RAFAEL
,
CA
94912
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
250
HABITAT FOR HUMANITY OF GREATER LOS ANGELES
8739 ARTESIA BLVD
BELLFLOWER
,
CA
90706
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
HARBOR COMMUNITY HEALTH CENTERS
593 W 6TH STREET
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
CAPITAL CAMPAIGN - NEW PEDIATRIC CLINIC
180,000
HARBOR INTERFAITH SERVICES INC
670 W 9TH ST
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
15,000
HEART OF LOS ANGELES YOUTH
2701 WILSHIRE BLVD SUITE 100
LOS ANGELES
,
CA
90057
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
10,000
HELEN KELLER INTERNATIONAL INC
ONE DAG HAMMARSKJOLD PLAZA FLOOR 2
NEW YORK
,
NY
10017
PUBLIC CHARITY
CHILDSIGHT CALIFORNIA (LOS ANGELES PROGRAMS)
5,000
HOUSE OF HOPE FOUNDATION INC
PO BOX 921
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
50
JENESSE CENTER INC
3761 STOCKER ST
LOS ANGELES
,
CA
90008
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
20,000
JEWISH FAMILY SERVICES OF LOS ANGELES
3580 WILSHIRE BLVD 7TH FLOOR
LOS ANGELES
,
CA
90010
PUBLIC CHARITY
SOVA COMMUNITY FOOD & RESOURCE PROGRAM
250
KCRW
1900 PICO BLVD
SANTA MONICA
,
CA
90405
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
1,500
KOPY KAT SANCTUARY
PO BOX 241
DELMONT
,
PA
15626
PUBLIC CHARITY
SPAGHETTI DINNER
100
LA COMMONS A PROJECT OF COMMUNITY PARTNERS
4343 LEIMERT BLVD
LOS ANGELES
,
CA
90019
PUBLIC CHARITY
YOUTH ARTISTS AS CIVIC LEADERS
10,000
LA PARTNERSHIP FOR EARLY CHILDHOOD INVESTMENT
221 S FIGUEROA ST SUITE 400
LOS ANGELES
,
CA
90012
PUBLIC CHARITY
GENERAL OPERATING SUPPORT OF THE LA PARTNERSHIP FOR EARLY CHILDHOOD INVESTMENT
20,000
LIBERTY HILL FOUNDATION
6420 WILSHIRE BLVD SUITE 700
LOS ANGELES
,
CA
90048
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
215
LONG BEACH BAR FOUNDATION
3515 LINDEN AVENUE STE 52
LONG BEACH
,
CA
90807
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
15,000
LOS ANGELES COUNTY BAR ASSOCIATION - COUNSEL FOR JUSTICE
PO BOX 55020
LOS ANGELES
,
CA
90055
PUBLIC CHARITY
DOMESTIC VIOLENCE LEGAL SERVICES PROJECT
100
LOS ANGELE MARITIME INSTITUTE
BERTH 73 SUITE 2
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
5,000
LOS ANGELES TEAM MENTORING
145 SOUTH SPRING STREET SUITE 725
LOS ANGELES
,
CA
90012
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
10,000
LOS ANGELES UNIFIED SCHOOL DISTRICT (LAUSD)
ESC SOUTH 1208 MAGNOLIA AVENUE
GARDENA
,
CA
90247
PUBLIC CHARITY
HEROES IN EDUCATION - VLADOVICH EVENT
1,000
MAMMOTH HOSPITAL FOUNDATION
PO BOX 660
MAMMOTH LAKES
,
CA
93546
PUBLIC CHARITY
DENTAL CLINIC
2,500
MAR VISTA FAMILY CENTER
5075 S SLAUSON AVE
CULVER CITY
,
CA
90230
PUBLIC CHARITY
MVFC PRESCHOOL PROGRAM
10,000
MARINE MAMMAL CARE CENTER LOS ANGELES
555 W 5TH ST 35TH FLOOR
LOS ANGELES
,
CA
90013
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
500
MONO COUNTY SHERIFF SEARCH & RESCUE
PO BOX 1954
MAMMOTH LAKES
,
CA
93546
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
250
MY FRIEND'S PLACE
5850 HOLLYWOOD BLVD
HOLLYWOOD
,
CA
90028
PUBLIC CHARITY
HEALTH AND WELL-BEING PROGRAM
15,000
NEW VILLAGE CHARTER SCHOOL INC
147 N OCCIDENTAL BOULEVARD
LOS ANGELES
,
CA
90026
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
15,000
OCCIDENTAL COLLEGE
1600 CAMPUS ROAD M-45
LOS ANGELES
,
CA
90041
PUBLIC CHARITY
OXY ANNUAL FUND
300
PACIFIC BATTLE CENTER
250 S HARBOR BLVD
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
STEAM AT SEA
34,000
PEER HEALTH EXCHANGE INC
3055 WILSHIRE BLVD SUITE 300
LOS ANGELES
,
CA
90010
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
PLANNED PARENTHOOD LOS ANGELES
PO BOX 740528
LOS ANGELES
,
CA
90074
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
350
PORT OF LOS ANGELES HIGH SCHOOL
250 W 5TH STREET
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
PORT OF LOS ANGELES HIGH SCHOOL SPECIAL EDUCATION PROGRAM
20,000
RAINBOW SERVICES LTD
453 WEST 7TH STREET
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
22,500
READING PARTNERS
3452 E FOOTHILL BLVD SUITE 315
PASADENA
,
CA
91107
PUBLIC CHARITY
READING PARTNERS IN LAWNDALE ELEMENTARY SCHOOL DISTRICT
10,000
READING TO KIDS
1600 SAWTELLE BLVD SUITE 210
LOS ANGELES
,
CA
90025
PUBLIC CHARITY
MONTHLY READING CLUBS
5,000
ROYAL FAMILY KIDS - COWLITZ COUNTY
2911 PACIFIC WAY
LONGVIEW
,
WA
98632
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
1,000
SAN PEDRO CITY BALLET
1231 SO PACIFIC AVENUE
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
DANCED STEPS UP AND ITS AFTER SCHOOL COMPONENT
10,000
SAN PEDRO GOLDEN PIRATE REGIMENT BOOSTER
1536 WEST 25TH STREET 419
SAN PEDRO
,
CA
90732
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
500
SAN PEDRO PENINSULA CANCER GUILD
2205 WEST 25TH STREET 12
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
500
SANCTUARY OF HOPE
PO BOX 431038
LOS ANGELES
,
CA
90043
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
10,000
SCHOOL ON WHEELS INC
3150 N SAN FERNANDO ROAD SUITE B
LOS ANGELES
,
CA
90065
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
10,000
SECOND CHANCE DOG RESCUE
4284 CASS STREET
SAN DIEGO
,
CA
92109
PUBLIC CHARITY
GENERAL SUPPORT IN HONOR OF DEBBIE AND RICK PETERSON
250
SHARED SCIENCE
5318 E 2ND STREET 602
LONG BEACH
,
CA
90803
PUBLIC CHARITY
ELEMENTARY ROBOTICS PROGRAM
7,500
SHAREFEST COMMUNITY DEVELOPMENT INC
638 S BEACON ST SUITE 700
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
YOUTH DEVELOPMENT ACADEMY
15,000
SOUTH BAY VOCATIONAL CENTER
20706 MAIN STREET
CARSON
,
CA
90745
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
SOUTH CENTRAL LOS ANGELES MINISTRY PROJECT INC
892 E 48TH ST
LOS ANGELES
,
CA
90011
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
10,000
SOUTHERN CALIFORNIA PUBLIC RADIO
474 SOUTH RAYMOND AVENUE
PASADENA
,
CA
91105
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
750
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUE
MONTGOMERY
,
AL
36104
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
200
ST JAMES INN
PO BOX 64494
LOS ANGELES
,
CA
90064
PUBLIC CHARITY
IN HONOR OF DANIEL CASE
200
THE ACHIEVABLE FOUNDATION
5840 UPLANDER WAY SUITE 101
CULVER CITY
,
CA
90230
PUBLIC CHARITY
HIGH QUALITY HEALTH CARE SERVICES FOR CHILDREN WITH I/DD AND OTHER VULNERABILITIES
15,000
THE BERKELEY LAW FUND
UC BERKELEY SCHOOL OF LAW 224 BOALT
HALL 7200
BERKELEY
,
CA
94720
PUBLIC CHARITY
THE BERKELEY LAW FUND
250
THE CAL FUND
UC BERKELEY FOUNDATION 2080 ADDISON
STREET 4200
BERKELEY
,
CA
94720
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
200
THE EDWIN AND DOROTHY BAKER FOUNDATION
1230 E WARDLOW ROAD
LONG BEACH
,
CA
90807
PUBLIC CHARITY
YOUTH AND PARENT POSITIVE DEVELOPMENT WORKSHOPS
5,000
THE GENTLE BARN
15825 SIERRA HWY
SANTA CLARITA
,
CA
91390
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
750
THE NONPROFIT PARTNERSHIP
4900 EAST CONANT STREET
LONG BEACH
,
CA
90808
PUBLIC CHARITY
LONG BEACH GIVES CAMPAIGN & BOOST FUND
2,500
THE POSITIVE RESULTS CORPORATION
1128 W GARDENA BLVD
GARDENA
,
CA
90247
PUBLIC CHARITY
HEALING STRONGER YOUTH LEADERSHIP
10,000
THE RICHSTONE CENTER INC
13634 CORDARY AVE
HAWTHORNE
,
CA
90250
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
25,000
THE SALVATION ARMY RED SHIELD YOUTH & COMMUNITY CENTER
180 E OCEAN BLVD SUITE 500
LONG BEACH
,
CA
90802
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
150
THE UNUSUAL SUSPECTS THEATRE COMPANY
3719 VERDUGO ROAD
LOS ANGELES
,
CA
90065
PUBLIC CHARITY
ARTS EDUCATION IN SOUTH L.A.
7,500
TOBERMAN NEIGHBORHOOD CENTER INC
131 N GRAND AVE
SAN PEDRO
,
CA
90731
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
10,100
TORRANCE EDUCATION FOUNDATION
20695 S WESTERN AVE SUITES 136 141
TORRANCE
,
CA
90501
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
150
UC BERKELEY FOUNDATION - GRADUATE SCHOOL OF EDUCATION
3615 TOLMAN HALL
BERKELEY
,
CA
94720
PUBLIC CHARITY
SCHOOL OF EDUCATION ANNUAL FUND
200
UCSB FOUNDATION
UCSB
SANTA BARBARA
,
CA
93106
PUBLIC CHARITY
ANNUAL FUND
250
UCSF BENIOFF CHILDREN'S HOSPITALS FOUNDATION
PO BOX 45339
SAN FRANCISCO
,
CA
94145
PUBLIC CHARITY
FOR SUPPORT OF THE OAKLAND HOSPITAL IN HONOR OF JENELE PETERSON
500
UNICEF USA
PO BOX 96964
WASHINGTON
,
DC
20090
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
250
UNITED MITOCHONDRIAL DISEASE FOUNDATION
8085 SALTSBURG ROAD SUITE 201
PITTSBURGH
,
PA
15239
PUBLIC CHARITY
IN MEMORY OF MARGO QUARLES
100
UNITED STATES ACADEMIC DECATHLON ASSOCIATION
C/O AMY MAGNUSON PO BOX 4351
MANKATO
,
MN
56002
PUBLIC CHARITY
ASA REAVES SCHOLARSHIP FUND
500
UNITED THROUGH READING
1455 FRAZEE ROAD SUITE 500
SAN DIEGO
,
CA
92108
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
UNIVERSITY OF COLORADO FOUNDATION
10901 WEST 120TH AVENUE SUITE 200
BROOMFIELD
,
CO
80021
PUBLIC CHARITY
MARCY & BRUCE BENSON FELLOWSHIP FUND FOR EXCELLENCE
5,000
URBAN COMPASS
11100 S CENTRAL AVENUE
LOS ANGELES
,
CA
90059
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
10,000
USA FOR UNHCR
PO BOX 97114
WASHINGTON
,
DC
20077
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
300
VETERANS ART PROJECT
23532 CALABASAS ROAD SUITE A
CALABASAS
,
CA
91302
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
1,000
WESTSIDE INFANT - FAMILY NETWORK
3701 STOCKER ST SUITE 204
LOS ANGELES
,
CA
90008
PUBLIC CHARITY
CORE THERAPY AND COUNSELING SERVICES
15,000
WINZLER CHILDREN'S CENTER
C/O EUREKA CITY SCHOOLS 717
CREIGHTON STREET
EUREKA
,
CA
95501
PUBLIC CHARITY
IN MEMORY OF BEVERLY WINZLER PETERSON
250
WOMEN'S FOUNDATION OF CALIFORNIA
300 FRANK H OGAWA PLAZA SUITE 420
OAKLAND
,
CA
94612
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
WRITE GIRL
1330 FACTORY PLACE UNIT F-104
LOS ANGELES
,
CA
90013
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
15,000
Total
.................................
3a
1,070,440
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
24,962
4
Dividends and interest from securities
....
14
448,627
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
11,540
8
Gain or (loss) from sales of assets other than
inventory
............
18
922,044
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
1,407,173
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,407,173
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description