-
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
05-01-2019
, and ending
04-30-2020
Name of foundation
THE WILLIAM C BANNERMAN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
9255 SUNSET BLVD SUITE 400 NO 40
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST HOLLYWOOD
,
CA
90069
A Employer identification number
95-6061353
B
Telephone number (see instructions)
(310) 273-9933
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)
$
10,753,299
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
2,017
2,017
4
Dividends and interest from securities
...
83,675
83,675
5a
Gross rents
............
450,776
450,776
b
Net rental income or (loss)
289,744
6a
Net gain or (loss) from sale of assets not on line 10
95,409
b
Gross sales price for all assets on line 6a
2,710,280
7
Capital gain net income (from Part IV, line 2)
...
95,409
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)
.......
12
Total.
Add lines 1 through 11
........
631,877
631,877
13
Compensation of officers, directors, trustees, etc.
40,000
4,000
36,000
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16,206
1,620
14,586
16a
Legal fees (attach schedule)
.........
9,241
9,000
0
b
Accounting fees (attach schedule)
.......
14,322
5,641
8,681
c
Other professional fees (attach schedule)
....
37,147
37,147
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
8,186
412
2,999
19
Depreciation (attach schedule) and depletion
...
775
775
20
Occupancy
..............
22,649
2,265
20,384
21
Travel, conferences, and meetings
.......
575
0
575
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
171,872
160,765
11,107
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
320,973
221,625
94,332
25
Contributions, gifts, grants paid
.......
446,500
446,500
26
Total expenses and disbursements.
Add lines 24 and 25
767,473
221,625
540,832
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-135,596
b
Net investment income
(if negative, enter -0-)
410,252
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
.............
35,287
76,594
76,594
2
Savings and temporary cash investments
.........
979,993
627,166
627,166
3
Accounts receivable
65,632
Less: allowance for doubtful accounts
7,424
65,632
65,632
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
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
2,387,884
1,418,696
1,938,884
c
Investments—corporate bonds (attach schedule)
.......
489,904
837,609
857,038
11
Investments—land, buildings, and equipment: basis
1,333,971
Less: accumulated depreciation (attach schedule)
986,389
348,361
347,582
5,700,000
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
742,861
1,485,481
1,485,470
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
2,223
2,515
2,515
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
4,993,937
4,861,275
10,753,299
17
Accounts payable and accrued expenses
..........
651
1,835
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
)
33,400
35,150
23
Total liabilities
(add lines 17 through 22)
.........
34,051
36,985
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
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
........
6,948,725
6,948,725
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
-1,988,839
-2,124,435
29
Total net assets or fund balances
(see instructions)
.....
4,959,886
4,824,290
30
Total liabilities and net assets/fund balances
(see instructions)
.
4,993,937
4,861,275
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
4,959,886
2
Enter amount from Part I, line 27a
.....................
2
-135,596
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
4,824,290
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
4,824,290
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
INVESCO
P
2019-02-25
2019-05-31
b
INVESCO
P
2019-02-25
2019-05-31
c
MCDONALDS CORP
P
2018-07-16
2019-05-22
d
CBOE GLOBAL MARKETS INC
P
2018-10-08
2019-06-03
e
CBOE GLOBAL MARKETS INC
P
2018-10-09
2019-06-03
CBOE GLOBAL MARKETS INC
P
2019-01-25
2019-06-04
CBOE GLOBAL MARKETS INC
P
2019-01-28
2019-06-04
CBOE GLOBAL MARKETS INC
P
2019-01-29
2019-06-04
CINTAS CORP
P
2019-03-25
2019-07-16
CINTAS CORP
P
2019-04-02
2019-07-16
ISHARES RUSSELL 1000 GROWTH ETF
P
2017-06-21
2019-08-19
TRANSUNION CO
P
2018-11-16
2019-08-15
MEDTRONIC PLC
P
2019-04-04
2019-08-30
ALPHABET INC CLASS C
P
2019-06-10
2019-08-30
AMAZON.COM INC
P
2018-11-20
2019-08-30
BOOKING HOLDINGS INC
P
2019-05-20
2019-08-30
DISNEY WALT CO
P
2019-04-12
2019-08-30
HOME DEPOT INC
P
2018-11-15
2019-08-30
INTUIT CO
P
2019-05-02
2019-08-30
MICROSOFT CORP
P
2019-01-31
2019-08-30
NIKE INC
P
2019-08-28
2019-08-30
ANALOG DEVICES INC
P
2019-08-26
2019-09-03
EDWARDS LIFESCIENCES CORP
P
2018-10-11
2019-09-05
INVESCO
P
2019-03-18
2019-10-29
SPDR TR S & P 500 EFT TRUST
P
2019-02-05
2019-10-29
SPDR TR S & P 500 EFT TRUST
P
2019-02-13
2019-10-29
SELECT SECTOR SPDR TRUST - UTILITIES SEL
P
2019-08-14
2019-11-13
SELECT SECTOR SPDR TRUST - CONSUMER STAPLES
P
2019-04-24
2019-11-27
HOME DEPOT INC
P
2018-11-15
2019-11-07
ALPHABET INC CLASS C
P
2019-06-10
2020-01-21
ZIMMER BIOMET HOLDINGS INC
P
2019-04-02
2020-02-06
ADOBE INC
P
2019-09-24
2020-02-24
BOOKING HOLDINGS INC
P
2019-06-04
2020-02-28
CVS HEALTH CORP
P
2019-04-02
2020-02-28
CDW FIN CORP 5.0% 9/1/23
P
2018-12-04
2019-10-15
AMGEN INC 2.2% 5/22/19
P
2014-06-03
2019-05-22
MOTOROLA SOLUTIONS INC
P
2018-02-05
2019-06-07
APTIV PLC FKA DELPHI AUTO PLC
P
2016-03-11
2019-06-10
APTIV PLC FKA DELPHI AUTO PLC
P
2016-06-21
2019-06-10
APTIV PLC FKA DELPHI AUTO PLC
P
2016-11-14
2019-06-10
APTIV PLC FKA DELPHI AUTO PLC
P
2016-12-01
2019-06-10
ANALOG DEVICES INC
P
2018-02-05
2019-07-29
TEXAS INSTRUMENTS INC
P
2014-11-05
2019-07-29
TEXAS INSTRUMENTS INC
P
2015-07-16
2019-07-29
TEXAS INSTRUMENTS INC
P
2015-08-26
2019-07-29
ZIMMER BIOMET HOLDINGS INC
P
2018-02-07
2019-07-30
CDW CORP
P
2015-08-21
2019-08-01
MOTOROLA SOLUTIONS INC
P
2018-02-05
2019-08-01
MOTOROLA SOLUTIONS INC
P
2018-02-05
2019-08-30
TRANSUNION CO
P
2018-02-05
2019-08-16
ASML HOLDING
P
2018-02-05
2019-08-30
ALPHABET INC CLASS A
P
2016-01-19
2019-08-30
ANALOG DEVICES INC
P
2018-02-05
2019-08-30
APPLE INC
P
2018-02-05
2019-08-30
BECTON DICKINSON & CO
P
2014-05-02
2019-08-30
BECTON DICKINSON & CO
P
2014-11-07
2019-08-30
CDW CORP
P
2018-02-07
2019-08-30
CME GROUP INC
P
2018-02-05
2019-08-30
CHURCH & DWIGHT INC
P
2018-02-05
2019-08-30
DANAHER CORP
P
2014-05-02
2019-08-30
EDWARDS LIFESCIENCES CORP
P
2018-02-09
2019-08-30
FIDELITY NATIONAL INFORMATION SERVICES INC
P
2018-02-05
2019-08-30
FISERV INC
P
2018-02-05
2019-08-30
FISERV INC
P
2018-02-05
2019-08-30
INTERCONTINENTAL EXCHANGE GROUP
P
2014-05-08
2019-08-30
INTERCONTINENTAL EXCHANGE GROUP
P
2014-05-09
2019-08-30
INTERCONTINENTAL EXCHANGE GROUP
P
2014-05-09
2019-08-30
INTERCONTINENTAL EXCHANGE GROUP
P
2014-06-26
2019-08-30
INTERCONTINENTAL EXCHANGE GROUP
P
2014-06-26
2019-08-30
INTERCONTINENTAL EXCHANGE GROUP
P
2014-09-05
2019-08-30
INTERCONTINENTAL EXCHANGE GROUP
P
2014-09-05
2019-08-30
INTERCONTINENTAL EXCHANGE GROUP
P
2014-10-28
2019-08-30
INTERCONTINENTAL EXCHANGE GROUP
P
2014-10-28
2019-08-30
INTERCONTINENTAL EXCHANGE GROUP
P
2017-10-06
2019-08-30
JP MORGAN CHASE & CO
P
2016-01-22
2019-08-30
MASTERCARD INC
P
2014-05-05
2019-08-30
MCDONALDS CORP
P
2018-07-16
2019-08-30
MOODYS CORP
P
2018-02-05
2019-08-30
TRANSUNION CO
P
2018-02-05
2019-08-30
ZIMMER BIOMET HOLDINGS INC
P
2018-02-05
2019-08-30
ANALOG DEVICES INC
P
2018-02-05
2019-09-03
TRANSUNION CO
P
2018-02-05
2019-09-03
CME GROUP INC
P
2018-02-05
2019-09-05
CME GROUP INC
P
2018-05-01
2019-09-05
CDW CORP
P
2018-02-07
2019-09-20
ISHARES RUSSELL 1000 GROWTH ETF
P
2017-06-21
2019-10-29
ISHARES S & P 500 GROWTH ETF
P
2017-06-21
2019-10-29
SPDR TR S & P 500 EFT TRUST
P
2017-06-21
2019-10-29
APPLE INC
P
2018-02-05
2019-10-03
ASML HOLDING
P
2018-02-05
2019-10-16
ASML HOLDING
P
2018-02-09
2019-10-16
CDW CORP
P
2018-02-07
2019-10-16
SEL SECT SPDR TRUST-CONSSTPL
P
2018-07-02
2019-11-27
SEL SECT SPDR TRUST-CONSDISCR
P
2018-02-20
2019-11-27
MOODYS CORP
P
2018-02-05
2020-01-21
ZIMMER BIOMET HOLDINGS INC
P
2018-02-05
2020-02-06
ZIMMER BIOMET HOLDINGS INC
P
2018-02-09
2020-02-06
ZIMMER BIOMET HOLDINGS INC
P
2018-02-27
2020-02-06
ISHARES RUSSELL 1000 GROWTH ETF
P
2016-03-21
2020-03-06
ISHARES RUSSELL 1000 GROWTH ETF
P
2016-03-21
2020-03-25
ISHARES S & P 500 GROWTH ETF
P
2016-03-21
2020-03-06
SPDR S & P 500 ETF TR
P
2016-03-11
2020-03-06
SPDR S & P 500 ETF TR
P
2016-03-11
2020-03-11
MOODYS CORP
P
2018-02-05
2020-03-02
CELGENE CORP 2.25% 5/15/19
P
2014-05-06
2019-05-15
IBM CORP 1.875% 5/15/19
P
2014-05-06
2019-05-15
AMGEN INC 2.2% 5/22/19
P
2014-06-03
2019-05-22
HOME DEPOT INC 2.0% 6/15/19
P
2014-07-31
2019-06-15
ANTHEM INC 2.25% 8/15/19
P
2014-08-07
2019-08-15
BALL CORP 4/375% 12/15/20
P
2018-11-29
2020-01-01
ISHARES TR RUSSELL MIDCAP ETF
P
2019-04-05
2019-05-31
ISHARES TR RUSSELL MIDCAP ETF
P
2019-04-22
2019-05-31
ISHARES TR RUSSELL MIDCAP ETF
P
2019-04-05
2019-05-31
SEL SEC SPDR TR-MATERIALS SEL
P
2019-04-09
2019-05-06
SEL SEC SPDR TR-MATERIALS SEL
P
2019-04-24
2019-05-06
INVESCO
P
2019-02-25
2019-06-03
INVESCO
P
2019-03-18
2019-06-03
INVESCO
P
2019-02-25
2019-06-05
INVESCO
P
2019-03-18
2019-06-05
IPG PHOTONICS CORP
P
2018-07-31
2019-06-10
IPG PHOTONICS CORP
P
2018-07-31
2019-06-11
IPG PHOTONICS CORP
P
2018-08-13
2019-06-12
VISTRA ENERGY CORP
P
2019-05-01
2019-06-19
VISTRA ENERGY CORP
P
2019-05-02
2019-06-19
VISTRA ENERGY CORP
P
2019-05-03
2019-06-19
VISTRA ENERGY CORP
P
2019-05-10
2019-06-19
FIRST TR EXCH DJ INTERN IDX ETF
P
2019-04-05
2019-08-16
FIRST TR EXCH DJ INTERN IDX ETF
P
2019-04-22
2019-08-16
FIRST TR EXCH DJ INTERN IDX ETF
P
2019-04-05
2019-08-16
SELECT SECTOR SPDR TR-FIN SEL
P
2019-04-12
2019-08-14
SELECT SECTOR SPDR TR-FIN SEL
P
2019-04-24
2019-08-14
SELECT SECTOR SPDR TR-FIN SEL
P
2019-05-06
2019-08-14
SELECT SECTOR SPDR TR-INDUST
P
2019-08-14
2019-08-28
SELECT SECTOR SPDR TR-MAT SEL
P
2019-08-14
2019-08-28
CIGNA CORP
P
2018-10-01
2019-08-30
SPDR DOW JONES INDUSTRIAL EFT
P
2019-07-17
2019-10-29
CISCO SYSTEMS INC
P
2019-10-29
2019-11-20
T-MOBILE US INC
P
2019-10-29
2019-12-18
INVESTORS BANCORP INC
P
2019-10-29
2020-01-13
VANGUARD SMALL CAP ETF
P
2019-12-02
2020-01-27
ING GROEP NV ADR
P
2019-10-29
2020-02-05
BOOKING HOLDINGS INC
P
2019-05-20
2020-02-28
BOOKING HOLDINGS INC
P
2019-05-28
2020-02-28
CVS HEALTH CORP
P
2019-08-09
2020-02-28
SPDR DOW JONES INDUSTRIAL ETF
P
2019-07-17
2020-03-03
VANGUARD S & P 500 ETF
P
2019-11-04
2020-03-11
SPDR S & P 500 ETF TR
P
2019-04-22
2020-03-17
VANGUARD INF TECH ETF
P
2019-11-25
2020-03-20
ISHARES RUSSELL 1000 GROWTH ETF
P
2019-04-22
2020-03-25
ALTRIA GROUP INC
P
2019-11-20
2020-03-02
M & T BANK CORP
P
2019-12-18
2020-03-02
KB HOME CO
P
2020-02-05
2020-03-11
BROADCOM INC
P
2020-01-29
2020-03-11
WALT DISNEY CO
P
2019-10-29
2020-03-12
ORACLE CORP
P
2019-10-29
2020-03-17
L3 HARRIS TECHNOLOGIES INC
P
2020-01-13
2020-03-17
APPLIED MATERIALS INC
P
2019-12-18
2020-03-17
FORTUNE BRANDS HOME & SECURITY CO
P
2019-10-29
2020-03-17
STARBUCKS CORP
P
2019-10-29
2020-03-19
PPL CORP
P
2019-10-29
2020-03-19
GLOBAL PAYMENTS INC
P
2019-10-29
2020-03-19
AMDOCS LTD
P
2019-11-20
2020-03-19
GENPACT LIMITED CO
P
2019-10-29
2020-03-20
DANAHER CORP
P
2019-12-16
2020-03-23
FIDELITY NATIONAL INFORMATION CO
P
2019-10-29
2020-03-25
JACOBS ENGINEERING GROUP INC
P
2019-10-29
2020-03-25
SELECT SECTOR SPDR TRUST - FINANCIAL SELECT
P
2019-11-27
2020-03-04
SELECT SECTOR SPDR TRUST - FINANCIAL SELECT
P
2019-11-27
2020-03-12
SELECT SECTOR SPDR TRUST - INDUSTRIAL
P
2019-11-13
2020-03-04
CISCO SYSTEMS INC
P
2019-09-30
2020-03-02
CISCO SYSTEMS INC
P
2019-10-15
2020-03-02
CISCO SYSTEMS INC
P
2019-10-24
2020-03-02
DISNEY WALT CO
P
2019-04-12
2020-03-02
SELECT SECTOR SPDR TRUST - UTILITIES SEL
P
2020-03-04
2020-04-28
ZIMMER BIOMET HOLDINGS INC
P
2019-04-26
2020-04-08
ZIMMER BIOMET HOLDINGS INC
P
2019-05-01
2020-04-08
APTIV PLC
P
2017-12-12
2019-06-10
CVS HEALTH CORP
P
2018-02-05
2019-08-03
JOHNSON & JOHNSON
P
2018-02-05
2019-08-30
LENNAR CORP
P
2018-02-05
2019-08-30
LENNAR CORP
P
2018-02-06
2019-08-30
CVS HEALTH CORP
P
2018-02-05
2020-02-28
CVS HEALTH CORP
P
2018-02-27
2020-02-28
SPDR S & P 500 ETF TR
P
2018-01-12
2020-03-11
SPDR S & P 500 ETF TR
P
2018-01-12
2020-03-16
SPDR S & P 500 ETF TR
P
2019-02-05
2020-03-16
SPDR S & P 500 ETF TR
P
2019-02-13
2020-03-16
SPDR S & P 500 ETF TR
P
2019-02-13
2020-03-17
ISHARES RUSSELL 1000 GROWTH ETF
P
2018-01-12
2020-03-25
FIDELITY FUNDS TREASURY PORT
P
2018-01-12
2020-04-09
PROCTOR & GAMBLE 2.5% 11/1/19
P
2014-10-28
2019-11-01
(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
70,039
69,393
646
b
9,299
9,220
79
c
9,937
7,926
2,011
d
5,328
4,927
401
e
10,656
10,122
534
2,685
2,399
286
5,371
4,832
539
5,371
4,824
547
24,123
19,632
4,491
6,031
5,144
887
4,351
3,368
983
8,221
6,268
1,953
8,120
6,690
1,430
14,049
12,457
1,592
5,283
4,492
791
7,698
7,233
465
6,780
6,492
288
10,972
8,814
2,158
2,745
2,511
234
6,732
5,234
1,498
4,169
4,086
83
13,699
13,575
124
5,468
3,533
1,935
10,738
9,810
928
10,251
9,295
956
10,251
9,356
895
18,544
18,263
281
2,203
2,050
153
11,583
8,814
2,769
5,783
4,152
1,631
3,958
3,185
773
9,587
6,934
2,653
1,682
1,658
24
7,906
6,534
1,372
5,125
5,000
125
10,295
10,226
69
4,016
2,546
1,470
10,337
7,294
3,043
5,421
3,761
1,660
7,229
4,831
2,398
6,578
4,282
2,296
9,140
6,527
2,613
4,456
1,782
2,674
14,133
5,462
8,671
8,021
2,812
5,209
10,038
9,223
815
5,658
3,421
2,237
4,183
2,546
1,637
4,437
2,546
1,891
3,996
2,845
1,151
5,331
4,797
534
4,693
2,870
1,823
5,343
4,351
992
5,123
3,961
1,162
13,402
6,013
7,389
18,965
9,562
9,403
2,806
1,711
1,095
5,398
3,883
1,515
8,018
4,754
3,264
4,185
2,206
1,979
5,416
3,126
2,290
10,206
7,452
2,754
7,986
5,021
2,965
2,662
1,674
988
4,630
1,931
2,699
1,760
721
1,039
7,038
2,883
4,155
370
151
219
1,482
604
878
1,852
744
1,108
7,409
2,976
4,433
1,667
738
929
6,668
2,951
3,717
5,093
3,873
1,220
5,619
3,011
2,608
11,547
3,109
8,438
5,404
3,963
1,441
5,368
3,855
1,513
8,342
5,691
2,651
6,836
6,149
687
16,438
13,054
3,384
20,887
14,227
6,660
5,427
3,883
1,544
5,427
3,937
1,490
3,019
1,711
1,308
19,677
14,553
5,124
23,396
17,906
5,490
22,310
17,961
4,349
13,546
9,505
4,041
15,619
11,512
4,107
1,302
904
398
3,091
1,711
1,380
24,175
20,207
3,968
27,018
23,390
3,628
12,788
7,710
5,078
3,958
3,074
884
7,915
5,729
2,186
3,958
2,961
997
20,866
11,888
8,978
62,023
46,561
15,462
16,376
9,746
6,630
24,445
16,198
8,247
56,606
41,506
15,100
7,565
4,626
2,939
20,000
19,950
50
20,000
19,912
88
20,000
19,936
64
20,000
19,946
54
15,000
14,965
35
5,105
5,044
61
59,224
61,836
-2,612
12,672
13,241
-569
9,199
9,614
-415
11,389
11,718
-329
4,299
4,434
-135
50,747
51,305
-558
86,529
89,702
-3,173
9,631
9,741
-110
8,943
9,275
-332
9,749
12,398
-2,649
13,121
16,531
-3,410
6,703
8,145
-1,442
9,325
10,834
-1,509
12,239
14,244
-2,005
13,988
16,395
-2,407
9,325
10,104
-779
58,132
61,874
-3,742
12,055
12,948
-893
9,108
9,694
-586
29,230
29,817
-587
10,001
10,326
-325
14,735
15,419
-684
16,703
17,009
-306
17,186
17,858
-672
7,430
10,565
-3,135
19,396
19,687
-291
7,479
7,813
-334
3,476
3,752
-276
7,135
7,679
-544
71,460
74,165
-2,705
7,396
7,809
-413
23,541
25,317
-1,776
8,408
8,599
-191
1,581
1,717
-136
133,633
145,432
-11,799
130,561
144,863
-14,302
32,696
37,723
-5,027
115,961
146,317
-30,356
5,279
6,243
-964
3,397
3,974
-577
6,992
7,877
-885
6,218
8,277
-2,059
3,036
3,731
-695
3,090
3,805
-715
6,489
7,783
-1,294
6,643
8,282
-1,639
6,148
7,970
-1,822
2,893
3,766
-873
2,504
3,755
-1,251
2,826
3,812
-986
6,838
7,729
-891
5,692
7,970
-2,278
2,109
3,788
-1,679
6,490
7,902
-1,412
6,101
7,764
-1,663
2,488
3,751
-1,263
4,645
5,175
-530
16,664
21,691
-5,027
15,667
17,239
-1,572
14,476
17,021
-2,545
8,272
9,186
-914
2,068
2,384
-316
15,766
16,879
-1,113
12,438
13,803
-1,365
2,435
3,062
-627
9,740
12,181
-2,441
2,313
2,747
-434
7,370
9,280
-1,910
6,428
6,581
-153
31,274
36,515
-5,241
2,502
2,966
-464
26,882
31,553
-4,671
3,163
3,432
-269
9,388
9,441
-53
37,976
41,097
-3,121
56,195
59,841
-3,646
26,686
28,605
-1,919
28,672
31,355
-2,683
43,416
46,442
-3,026
9,993
10,000
-7
15,000
15,045
-45
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
646
b
79
c
2,011
d
401
e
534
286
539
547
4,491
887
983
1,953
1,430
1,592
791
465
288
2,158
234
1,498
83
124
1,935
928
956
895
281
153
2,769
1,631
773
2,653
24
1,372
125
69
1,470
3,043
1,660
2,398
2,296
2,613
2,674
8,671
5,209
815
2,237
1,637
1,891
1,151
534
1,823
992
1,162
7,389
9,403
1,095
1,515
3,264
1,979
2,290
2,754
2,965
988
2,699
1,039
4,155
219
878
1,108
4,433
929
3,717
1,220
2,608
8,438
1,441
1,513
2,651
687
3,384
6,660
1,544
1,490
1,308
5,124
5,490
4,349
4,041
4,107
398
1,380
3,968
3,628
5,078
884
2,186
997
8,978
15,462
6,630
8,247
15,100
2,939
50
88
64
54
35
61
-2,612
-569
-415
-329
-135
-558
-3,173
-110
-332
-2,649
-3,410
-1,442
-1,509
-2,005
-2,407
-779
-3,742
-893
-586
-587
-325
-684
-306
-672
-3,135
-291
-334
-276
-544
-2,705
-413
-1,776
-191
-136
-11,799
-14,302
-5,027
-30,356
-964
-577
-885
-2,059
-695
-715
-1,294
-1,639
-1,822
-873
-1,251
-986
-891
-2,278
-1,679
-1,412
-1,663
-1,263
-530
-5,027
-1,572
-2,545
-914
-316
-1,113
-1,365
-627
-2,441
-434
-1,910
-153
-5,241
-464
-4,671
-269
-53
-3,121
-3,646
-1,919
-2,683
-3,026
-7
-45
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
95,409
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
439,630
10,888,889
0.040374
2017
441,892
9,178,390
0.048145
2016
404,287
8,894,489
0.045454
2015
399,372
8,703,893
0.045884
2014
390,344
8,008,725
0.048740
2
Total
of line 1, column (d)
.....................
2
0.228597
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
0.045719
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
10,996,631
5
Multiply line 4 by line 3
......................
5
502,755
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
4,103
7
Add lines 5 and 6
........................
7
506,858
8
Enter qualifying distributions from Part XII, line 4
,.............
8
540,832
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
4,103
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
4,103
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
4,103
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
5,600
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
5,600
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
1,497
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
1,497
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)
NV
,
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
N/A
14
The books are in care of
WILLIAM BANNERMAN FOUNDATION
Telephone no.
(310) 273-9933
Located at
9255 SUNSET BLVD SUITE 400
W HOLLYWOOD
CA
ZIP+4
90069
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
ELLIOT PONCHICK
PRESIDENT
25.00
40,000
0
0
9255 SUNSET BLVD SUITE 400
WEST HOLLYWOOD
,
CA
90069
JEFF PONCHICK
TREASURER
1.00
0
0
0
9255 SUNSET BLVD SUITE 400
WEST HOLLYWOOD
,
CA
90069
ELIZABETH T PONCHICK
VICE-PRESIDENT/SECRETARY
1.00
0
0
0
9255 SUNSET BLVD SUITE 400
WEST HOLLYWOOD
,
CA
90069
WILL FROST
DIRECTOR
1.00
0
0
0
9255 SUNSET BLVD SUITE 400
WEST HOLLYWOOD
,
CA
90069
MARK EIDUSON
DIRECTOR
1.00
0
0
0
9255 SUNSET BLVD SUITE 400
WEST HOLLYWOOD
,
CA
90069
LAURA PONCHICK
DIRECTOR
1.00
0
0
0
9255 SUNSET BLVD SUITE 400
WEST HOLLYWOOD
,
CA
90069
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
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
5,001,138
b
Average of monthly cash balances
.......................
1b
394,807
c
Fair market value of all other assets (see instructions)
................
1c
5,768,147
d
Total
(add lines 1a, b, and c)
.........................
1d
11,164,092
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
11,164,092
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
167,461
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
10,996,631
6
Minimum investment return.
Enter 5% of line 5
..................
6
549,832
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
549,832
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
4,103
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
4,103
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
545,729
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
545,729
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
545,729
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
540,832
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
540,832
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
4,103
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
536,729
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
545,729
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
445,464
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
540,832
a
Applied to 2018, but not more than line 2a
445,464
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
.....
95,368
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
450,361
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
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:
ELLIOT PONCHICK
9255 SUNSET BLVD SUITE 400
WEST HOLLYWOOD
,
CA
90069
(310) 273-9933
b
The form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE SUBMITTED IN WRITING, TWO PAGES OR LESS. ALL APPLICATIONS MUST CONTAIN A BRIEF DESCRIPTION OF THE ORGANIZATION AND ITS MISSION, A GRANT PURPOSE STATEMENT (I.E., A DESCRIPTION OF THE PROGRAM FOR WHICH THE GRANT IS BEING REQUESTED AND THE NEED OR PROBLEM ADDRESSED BY THE PROGRAM). THE APPLICANT MUST SUBMIT COPIES OF THE ORGANIZATION'S IRS DETERMINATION LETTER OF 501(C)(3) STATUS AND ANY STATE DOCUMENTATION OF EXEMPT STATUS. APPLICANT SHOULD BE PREPARED TO SUMBIT BUDGET SUMMARIES AND RELATED FINANCIAL RECORDS IF REQUESTED.
c
Any submission deadlines:
ALL APPLICATIONS SHOULD BE SUBMITTED BY OCTOBER 31ST OF EACH YEAR.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION'S PRINCIPAL FUNDING AREAS ARE: EDUCATION (KINDERGARTEN THROUGH 12TH GRADE), WOMEN & CHILDREN, AND THE ENVIRONMENT. THE FOUNDATION'S GEOGRAPHICAL FUNDING AREA IS LIMITED TO LOS ANGELES COUNTY, WITH THE EXCEPTION OF ENVIRONMENTAL GRANTS AND OTHER SPECIFIC NEED GRANTS AS DETERMINED APPROPRIATE BY THE BOARD. ORGANIZATIONS BASED OUTSIDE THE COUNTY WILL BE CONSIDERED, BUT ONLY IF THEIR PROGRAM(S) PROVIDE SERVICES WITHIN THE LOS ANGELES COUNTY AREA.
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
HUMAN -I-T
230 EAST 3RD STREETSUITE A
LONG BEACH
,
CA
90802
NONE
PC
REAPIR & UPGRADE COMPUTERS FOR STUDENTS
20,000
BOYS & GIRLS CLUB OF THE LA HARBOR
1200 S CABRILLO AVE
SAN PEDRO
,
CA
90731
NONE
PC
COLLEGE BOUND
20,000
RAINFOREST ACTION NETWORK
425 BUSH STREET SUITE 300
SAN FRANCISCO
,
CA
94108
NONE
PC
ENVIRO FINANCIAL PROGRAMS
20,000
ONE GENERATION
17400 VICTORY BLVD
VAN NUYS
,
CA
91406
NONE
PC
FEEDING AND SUPPORT PGMS
20,000
TRUSTEES FOR ALASKA
1026 W FOURTH AVENUE SUITE 201
ANCHORAGE
,
AK
99501
NONE
PC
LEGAL WK AGAINST PEBBLE MINE & PROTECT SALMON
15,000
FOOD FINDERS
10539 HUMBOLT ST
LOS ALAMITOS
,
CA
90720
NONE
PC
ELIMINATING FOOD WASTE, FEEDING HUNGRY
15,000
LA WATERKEEPER
120 BROADWAY SUITE 105
SANTA MONICA
,
CA
90401
NONE
PC
POLLUTION PREVENTION, HEALTHY HABITATS ETC.
15,000
LOS ANGELES REPERTORY THEATER
2218 PRINCETON AVENUE
LOS ANGELES
,
CA
90026
NONE
PC
WRITNG & PERFORMING WORKSHOPS IN SCHOOLS
15,000
NRDC
1314 SECOND STREET
SANTA MONICA
,
CA
90401
NONE
PC
CLEAN AIR ACTION PLAN
15,000
PLANNED PARENTHOOD LOS ANGELES
400 WEST 30TH STREET
LOS ANGELES
,
CA
90007
NONE
PC
WEST HOLLYWOOD CLINIC
15,000
POWER MY LEARNING
800 WILSHIRE BLVD SUITE 200
LOS ANGELES
,
CA
90017
NONE
PC
TEACHER DEVELOPMENT ESPEC. TECH
15,000
PROYECTO PASTORAL AT DOLORES MISSION
135 NORTH MISSION ROAD
LOS ANGELES
,
CA
90033
NONE
PC
GUADALUPE HOMELESS SHELTER
15,000
ISLAND TRAILS NETWORK
PO BOX 301
KODIAK
,
AK
99615
NONE
PC
PLASTIC DEBRIS REMOVAL
10,500
826 LA
1714 W SUNSET BLVD
LOS ANGELES
,
CA
90026
NONE
PC
TUTORING AND STUDY AIDS FOR STUDENTS
10,000
CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710
TUCSON
,
AZ
85702
NONE
PC
CLEAN WATER & SPECIES PROTECTION
10,000
CHILDREN'S INSTITUTE INC
2121 WEST TEMPLE STREET
LOS ANGELES
,
CA
90026
NONE
PC
EMERGENCY RESPONSE INTERVENTION NTWK
10,000
FRIENDS IN DEED
PO BOX 41125
PASADENA
,
CA
91114
NONE
PC
HUMAN SERVICES IN L.A.
10,000
A PLACE CALLED HOME
2830 SOUTH CENTRAL AVE
LOS ANGELES
,
CA
90011
NONE
PC
AFT SCHL TUTORING, COLLEGE READINESS
10,000
ACCESS BOOKS
PO BOX 64951
LOS ANGELES
,
CA
90064
NONE
PC
BOOKS FOR UNDERSERVED CHILDREN
10,000
CRETE ACADEMY
6103 CRENSHAW BLVD
LOS ANGELES
,
CA
90043
NONE
PC
CHARTER FOR HOMELESS CHILDREN
10,000
GALS CHARTER
8015 VAN NUYS BLVD
PANORAMA CITY
,
CA
91402
NONE
PC
GIRLS SCHOOL W/ ATHLETICS
10,000
GIRLS INC OF GREATER LA
445 S FIGUEROA STREET 31ST FLOOR
LOS ANGELES
,
CA
90071
NONE
PC
STEM EDUCATION
10,000
HARMONY PROJECT
4322 WILSHIRE BLVD SUITE 101
LOS ANGELES
,
CA
90010
NONE
PC
MUSIC AND ACADEMIC PROGRAMS
10,000
PBS SOCAL
2900 W ALAMEDA AVE SUITE 600
BURBANK
,
CA
91505
NONE
PC
CHILDRENS EDUCATIONAL PROGRAMS
10,000
PROJECT ANGEL FOOD
922 VINE STREET
LOS ANGELES
,
CA
90038
NONE
PC
FEEDING PRGMS FOR ILL
10,000
SCHOOL ON WHEELS
PO BOX 23371
VENTURA
,
CA
93002
NONE
PC
HELP HOMELESS CHILDREN W/ EDUC PGMS
10,000
THE SEED SCHOOL OF LA COUNTY
1730 RHODE ISLAND AVE NWSTE 1102
WASHINGTON
,
DC
20036
NONE
PC
BOARDING HS SCHL FOR FOSTER/HOMELESS
10,000
WESTSIDE FAMILY HEALTH CENTER
1711 OCEAN PARK BLVD
SANTA MONICA
,
CA
90405
NONE
PC
HEALTH CARE FOR LOW INCOME FAMILIES
10,000
WORLD CENTRAL KITCHEN
1342 FLORIDA AVENUE NW
WASHINGTON
,
DC
20009
NONE
PC
FEEDING NEEDY PROGRAMS
10,000
GRID ALTERNATIVES
1338 SOUTH FLOWER STREET
LOS ANGELES
,
CA
90015
NONE
PC
SOLAR ELECTRIC INSTALLATIONS AND SASH
5,000
THE PLATO SOCIETY OF LA
1083 GAYLEY AVE 2ND FLOOR
LOS ANGELES
,
CA
90024
NONE
PC
CONTINUING EDUCATION PGMS.
5,000
AQUARIUM OF THE PACIFIC
100 AQUARIUM WAY
LONG BEACH
,
CA
90802
NONE
PC
SCHOOLS & OUTREACH
5,000
NATIONAL DOMESTIC VIOLENCE HOTLINE
PO BOX 90249
AUSTIN
,
TX
90249
NONE
PC
DOMESTIC VIOLENCE TREATMENT
5,000
BENJAMIN FRANKLIN HS ROBOTICS TEAM - 5089
820 NORTH AVENUE 54
LOS ANGELES
,
CA
90042
NONE
PC
FIRST ROBOTICS
5,000
FOOD ON FOOT
9663 SANTA MONICA BLVD 743
BEVERLY HILLS
,
CA
90210
NONE
PC
WORK FOR FOOD
5,000
HIGH TECH-LA
17111 VICTORY BLVD
LAKE BALBOA
,
CA
91406
NONE
PC
ONLINE EDUCATION
5,000
LAMUSART
3630 EAST THIRD STREET
LOS ANGELES
,
CA
90063
NONE
PC
MUSIC INSTRUCTION AND PLAYMAKING
5,000
LAWAC TH
3535 HAYDEN AVE SUITE 200
CULVER CITY
,
CA
90232
NONE
PC
REMOTE PROGRAMMING
6,000
STUDENTS RUN LA
5252 CREBS AVENUE
TARZANA
,
CA
91356
NONE
PC
SCHOLARSHIPS
5,000
TREEPEOPLE
12601 MULHOLLAND DRIVE
BEVERLY HILLS
,
CA
90210
NONE
PC
EDUCATIONAL PROGRAMS
5,000
ONE GENERATION
17400 VICTORY BLVD
VAN NUYS
,
CA
91406
NONE
PC
FEEDING AND SUPPORT PGMS
4,000
ALASKA MARINE CONSERVATION COUNCIL
PO BOX 101145
ANCHORAGE
,
AK
99510
NONE
PC
HABITAT PROTECTION
2,500
ANIMAL DEFENDERS INTERNATIONAL
6100 WILSHIRE BLVD SUITE 1150
LOS ANGELES
,
CA
90048
NONE
PC
TECH UPGRADE AND GENERAL SUPPORT
2,500
JAMES FOSHAY LEARNING CENTER
3751 S HARVARD BLVD
LOS ANGELES
,
CA
90018
NONE
PC
FIRST ROBOTICS
2,500
SKIRBALL CULTURAL CENTER
2701 N SEPULVEDA BLVD
LOS ANGELES
,
CA
90049
NONE
PC
STAR TREK EXHIBITION
2,500
THE SHAKESPEARE CENTER OF LA
1238 WEST 1ST STREET
LOS ANGELES
,
CA
90026
NONE
PC
PERFORMANCES, STUDENT EDUCATION ETC.
2,000
MONO LAKE COMMITTEE
PO BOX 29
LEE VINING
,
CA
93541
NONE
PC
EDUCATION OUTREACH PGMS.
1,000
KPCC FM 893
474 S RAYMOND AVE
PASADENA
,
CA
91105
NONE
PC
TALK RADIO/CURRENT AFFAIRS
1,000
SURGICAL ONCOLOGY EDUC& RESEARCH FUND
8700 BEVERLY BLVD
LOS ANGELES
,
CA
90048
NONE
PC
MULTIPLE SARCOMA RESEARCH
1,000
CALIFORNIA STATE PARKS FDN
33 NEW MONTGOMERY ST SUITE 520
SAN FRANCISCO
,
CA
94105
NONE
PC
SUPPORT OF PARKS, VOLUNTEER PRGMS
1,000
Total
.................................
3a
446,500
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
2,017
4
Dividends and interest from securities
....
14
83,675
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
289,744
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
95,409
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
470,845
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
470,845
(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