-
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 WINNICK FAMILY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
9355 WILSHIRE BLVD SUITE 200
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEVERLY HILLS
,
CA
90210
A Employer identification number
95-3855792
B
Telephone number (see instructions)
(310) 499-5300
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)
$
2,996
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)
907,525
2
Check
.............
3
Interest on savings and temporary cash investments
7
7
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
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
........
907,532
7
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
180
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
2,271
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
2,451
0
0
25
Contributions, gifts, grants paid
.......
746,865
904,365
26
Total expenses and disbursements.
Add lines 24 and 25
749,316
0
904,365
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
158,216
b
Net investment income
(if negative, enter -0-)
7
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
.............
2,280
2,996
2,996
2
Savings and temporary cash investments
.........
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
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
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)
2,280
2,996
2,996
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
588,500
431,000
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
)
23
Total liabilities
(add lines 17 through 22)
.........
588,500
431,000
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
-586,220
-428,004
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)
.....
-586,220
-428,004
30
Total liabilities and net assets/fund balances
(see instructions)
.
2,280
2,996
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
-586,220
2
Enter amount from Part I, line 27a
.....................
2
158,216
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
-428,004
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
-428,004
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
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
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
1,402,545
65,647
21.364952
2017
1,265,079
34,165
37.028509
2016
1,250,307
42,376
29.505074
2015
1,339,742
241,747
5.541918
2014
1,483,238
230,100
6.446058
2
Total
of line 1, column (d)
.....................
2
99.886511
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
19.977302
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
52,175
5
Multiply line 4 by line 3
......................
5
1,042,316
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
0
7
Add lines 5 and 6
........................
7
1,042,316
8
Enter qualifying distributions from Part XII, line 4
,.............
8
904,365
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
0
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
0
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
0
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
743
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
743
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
743
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
743
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
N/A
14
The books are in care of
EDWARD WHITE CO LLP
Telephone no.
(818) 716-1120
Located at
21700 OXNARD STREET STE 400
WOODLAND HILLS
CA
ZIP+4
91367
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
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
GARY WINNICK
CHAIRMAN
5.00
0
0
0
9355 WILSHIRE BLVD SUITE 200
BEVERLY HILLS
,
CA
90210
KAREN WINNICK
PRESIDENT
5.00
0
0
0
9355 WILSHIRE BLVD SUITE 200
BEVERLY HILLS
,
CA
90210
LODWRICK COOK
SENIOR ADVISOR
1.00
0
0
0
9355 WILSHIRE BLVD SUITE 200
BEVERLY HILLS
,
CA
90210
ALEX WINNICK
VICE PRESIDENT
1.00
0
0
0
9355 WILSHIRE BLVD SUITE 200
BEVERLY HILLS
,
CA
90210
ADAM WINNICK
MEMBER
1.00
0
0
0
9355 WILSHIRE BLVD SUITE 200
BEVERLY HILLS
,
CA
90210
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
0
b
Average of monthly cash balances
.......................
1b
52,970
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
52,970
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
52,970
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
795
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
52,175
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,609
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
2,609
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,609
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,609
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
2,609
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
904,365
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
904,365
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
904,365
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
2,609
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
......
1,471,734
b
From 2015
......
1,327,684
c
From 2016
......
1,248,188
d
From 2017
......
1,263,371
e
From 2018
......
1,399,263
f
Total
of lines 3a through e
........
6,710,240
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
904,365
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
.....
2,609
e
Remaining amount distributed out of corpus
901,756
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
7,611,996
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)
...
1,471,734
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
6,140,262
10
Analysis of line 9:
a
Excess from 2015
....
1,327,684
b
Excess from 2016
....
1,248,188
c
Excess from 2017
....
1,263,371
d
Excess from 2018
....
1,399,263
e
Excess from 2019
....
901,756
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).)
GARY WINNICK
KAREN WINNICK
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:
LYNDA DE LA ROSA
9355 WILSHIRE BLVD SUITE 200
BEVERLY HILLS
,
CA
90210
(310) 499-5300
b
The form in which applications should be submitted and information and materials they should include:
3 PAGES WRITTEN PROPOSAL - CONTACT RE INFO TO SUBMIT
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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
AQUARIUM OF THE PACIFIC
100 AQUARIUM WAY
LONG BEACH
,
CA
90802
NONE
PUBLIC CHARITY
PLEDGE 2 OF 2 - OCEAN SCIENCE EDUCATION PROGRAM
1,500
DEFENDERS OF WILDLIFE
1130 17TH STREET
NW WASHINGTON
,
DC
20036
NONE
PUBLIC CHARITY
PLEDGE 2 OF 4 - CENTER FOR CONSERVATION INNOVATION(CCI)
25,000
JERUSALEM FOUNDATION
1760 AVENIDA DEL MUNDO 1201
CORONADO
,
CA
92118
NONE
PUBLIC CHARITY
PLEDGE 2 OF 5 - ANIMAL ASSISTED THERAPY PROGRAM
20,000
LA OPERA
135 NORTH GRAND AVENUE
LOS ANGELES
,
CA
90012
NONE
PUBLIC CHARITY
PLEDGE 2 OF 2 - COMMUNITY CIRCLE STUDENT SEATING UNDERWRITER PROGRAM
2,500
NATIONAL PARK FOUNDATION
1110 VERMONT AVE NW STE 200
WASHINGTON
,
DC
20005
NONE
PUBLIC CHARITY
PLEDGE 2 OF 3 - YELLOWSTONE WOLF PROJECT
10,000
OPERATION BLANKETS OF LOVE
16911 SAN FERNANDO MISSION
GRANADA HILLS
,
CA
91344
NONE
PUBLIC CHARITY
PLEDGE 2 OF 2
1,500
PLANNED PARENTHOOD
400 WEST 30TH STREET
LOS ANGELES
,
CA
90007
NONE
PUBLIC CHARITY
PLEDGE 2 OF 2 - PPLA EDUCATION/PEER ADVOCATE PROGRAM
12,500
SEARCH DOG FOUNDATION
6800 WHEELER CANYON ROAD
SANTA PAULA
,
CA
93060
NONE
PUBLIC CHARITY
PLEDGE 2 OF 2 - SPONSORING CANDIDATE IN TRAINING
10,000
ST MARY'S HEALTHCARE SYSTEM FOR CHILDREN
29-01 216TH STREET
BAYSIDE
,
NY
11360
NONE
PUBLIC CHARITY
PLEDGE 2 OF 2 - REHAB PROGRAM
7,500
THE CENTER FOR EARLY EDUCATION
563 NORTH ALFRED STREET
WEST HOLLYWOOD
,
CA
90048
NONE
PUBLIC CHARITY
PLEDGE 2 OF 5
50,000
THE TORAH AND NATURE FOUNDATION
9200 W SUNSET BLVD SUITE 700
WEST HOLLYWOOD
,
CA
90069
NONE
PUBLIC CHARITY
PLEDGE 2 OF 2 - BIBLICAL MUSEUM OF NATURAL HISTORY
12,500
WILD EARTH ALLIES
2 WISCONSIN CIRCLE SUITE 900
CHEVY CHASE
,
MD
20815
NONE
PUBLIC CHARITY
PLEDGE 2 OF 2 - CAMBODIAN ELEPHANTS, GRAUER GORRILLAS AND SEA TUTLES
30,000
AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO
6709 LA TIJERA BLVD 514
LOS ANGELES
,
CA
90045
NONE
PUBLIC CHARITY
PLEDGE 1 OF 2 - EARLY CHILDHOOD THERAPY CENTER
10,000
AQUARIUM OF THE PACIFIC
100 AQUARIUM WAY
LONG BEACH
,
CA
90702
NONE
PUBLIC CHARITY
PLEDGE 1 OF 2 - SCHOLARSHIP PROGRAM/ SCHOOL VISITS
2,500
BRENTWOOD SCHOOL
100 S BARRINGTON P
LOS ANGELES
,
CA
90049
NONE
PUBLIC CHARITY
PLEDGE 1 OF 2 - MR. V LEGACY CAMPAIGN
12,500
FRIENDS OF ROBINSONS GARDENS
1008 ELDEN WAY
BEVERLY HILLS
,
CA
90210
NONE
PUBLIC CHARITY
PLEDGE 1 OF 2 - SCIENCE EDUCATION
1,500
ACCESS BOOKS
PO BOX 64951
LOS ANGELES
,
CA
90064
NONE
PUBLIC CHARITY
PLEDGE 1 OF 2 - INNER CITY PUBLIC ELEMENTARY SCHOOL LIBRARIES
1,500
LOS ANGELES COUNTY MUSEUM OF ART
5905 WILSHIRE BLVD
LOS ANGELES
,
CA
90036
NONE
PUBLIC CHARITY
PLEDGE 1 OF 2 - FREE PUBLIC ARTS @ CWES
5,000
NORTH SHORE ANIMAL LEAGUE
16 LEWYT STREET
PORT WASHINGTON
,
NY
11050
NONE
PUBLIC CHARITY
PLEDGE 1 OF 2 - MUTT-I-GREE CURRICULUM
1,500
READ TO A CHILD
10940 WILSHIRE BLVD STE 100
LOS ANGELES
,
CA
90024
NONE
PUBLIC CHARITY
PLEDGE 1 OF 2 - LUNCHTIME READING PROGRAM
5,000
SKIRBALL CULTURAL CENTER
2701 NORTH SEPULVEDA BLVD
LOS ANGELES
,
CA
90049
NONE
PUBLIC CHARITY
PLEDGE 1 OF 5 - NOAH'S ARK SPECIAL NEEDS PROGRAM
20,000
TREE PEOPLE
12601 MULLHOLLAND DRIVE
BEVERLY HILLS
,
CA
90210
NONE
PUBLIC CHARITY
PLEDGE 1 OF 2 - ECO TOURS FOR SCHOOL GROUPS ON WEEKDAYS
7,500
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVD
BRONX
,
NY
10460
NONE
PUBLIC CHARITY
PLEDGE 1 OF 2 - ELEPHANT CONSERVATION PROGRAM
2,500
WORLD WILDLIFE FUND
131 STEUART STREET SUITE 700
SAN FRANCISCO
,
CA
94105
NONE
PUBLIC CHARITY
PLEDGE 1 OF 2 - NILANGA JAYASINGHE'S WORK WITH ASIAN ELEPHANTS
7,500
VISITING VETERINARIANS INTERNATIONAL
9825 SE TOWER DRIVE
DAMASCUS
,
OR
97089
NONE
PUBLIC CHARITY
VETERINARY CARE
1,000
ADOPT-A-NATIVE ELDER PROGRAM
328 W GREGSON AVENUE
SALT LAKE CITY
,
UT
84115
NONE
PUBLIC CHARITY
4 FOOD CERTIFICATES
100
AGAHOZO-SHALOM YOUTH VILLAGE INC
576 FIFTH AVE STE 903
NEW YORK
,
NY
10036
NONE
PUBLIC CHARITY
UNRESTRICTED USE
1,000
AHEAD WITH HORSES
10157 JOHANNA AVENUE
SHADOW HILLS
,
CA
91040
NONE
PUBLIC CHARITY
GEN OP FUNDS
1,000
ALEH FOUNDATION
5317 13TH AVENUE
BROOKLYN
,
NY
11219
NONE
PUBLIC CHARITY
MOBILE WALKER
1,000
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
16633 VENTURA BLVD SUITE 715
ENCINO
,
CA
91436
NONE
PUBLIC CHARITY
IN HONOR OF PATTY GLAZER
1,800
BABY2BABY
5830 W JEFFERSON BLVD
LOS ANGELES
,
CA
90016
NONE
PUBLIC CHARITY
2019 GALA
12,500
BEIT T'SHUVAH
8831 VENICE BLVD
LOS ANGELES
,
CA
90034
NONE
PUBLIC CHARITY
UNRESTRICTED USE
125
BEIT T'SHUVAH
8831 VENICE BLVD
LOS ANGELES
,
CA
90034
NONE
PUBLIC CHARITY
ART THERAPY ENDOWMENT IN HONOR OF JUDY FLESH
1,800
BEYOND BAROQUE
681 VENICE BLVD
VENICE
,
CA
90291
NONE
PUBLIC CHARITY
UNRESTRICTED USE
100
BIG LIFE FOUNDATION USA
1715 NORTH HERON DRIVE
RIDGEFIELD
,
WA
98642
NONE
PUBLIC CHARITY
COMMUNITY RANGER PROGRAM
1,000
BRENT SHAPIRO FOUNDATION
10250 CONSTELLATION BLVD 19TH FLOOR
LOS ANGELES
,
CA
90067
NONE
PUBLIC CHARITY
SUMMER SPECTACULAR
2,500
BRENTWOOD SCHOOL
100 SOUTH BARRINGTON PLACE
LOS ANGELES
,
CA
90049
NONE
PUBLIC CHARITY
UNRESTRICTED USE
50,000
BROWN UNIVERSITY
GIFT CASHIER BOX 1877
PROVIDENCE
,
RI
02912
NONE
PUBLIC CHARITY
UNRESTRICTED USE
1,000
BROWN UNIVERSITY
GIFT CASHIER BOX 1877
PROVIDENCE
,
RI
02912
NONE
PUBLIC CHARITY
UNRESTRICTED USE
4,000
CALIFORNIA THOROUGHBRED FOUNDATION
201 COLORADO PL
ARCADIA
,
CA
91007
NONE
PUBLIC CHARITY
UNRESTRICTED USE
250
CALIFORNIA THOROUGHBRED FOUNDATION
201 COLORADO PL
ARCADIA
,
CA
91007
NONE
PUBLIC CHARITY
UNRESTRICTED USE
250
CALIFORNIA WILDLIFE CENTER
PO BOX 2022
MALIBU
,
CA
90265
NONE
PUBLIC CHARITY
UNRESTRICTED USE
250
CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710
TUSCON
,
AZ
85702
NONE
PUBLIC CHARITY
PLEDGE 1 OF 2 - ANTI-POACHING EFFORTS
2,500
CENTER THEATRE GROUP
601 WEST TEMPLE STREET
LOS ANGELES
,
CA
90012
NONE
PUBLIC CHARITY
UNRESTRICTED USE
3,000
CHABAD
741 GAYLEY AVENUE
LOS ANGELES
,
CA
90024
NONE
PUBLIC CHARITY
2019 TELETHON PLEDGE
1,800
CHABAD
741 GAYLEY AVENUE
LOS ANGELES
,
CA
90024
NONE
PUBLIC CHARITY
2019 TELETHON PLEDGE
16,200
CHEETAH CONSERVATION FUND
PO BOX 2496
ALEXANDRIA
,
VA
22301
NONE
PUBLIC CHARITY
UNRESTRICTED USE
350
CHIMP HAVEN
13600 CHIMPANZEE PLACE
KEITHVILLE
,
LA
71047
NONE
PUBLIC CHARITY
UNRESTRICTED USE
1,000
CODE READ
17056 CANVAS STREET
CANYON COUNTRY
,
CA
91387
NONE
PUBLIC CHARITY
FOR BOOKS
500
DANNY & RON'S RESCUE
PO BOX 604
CAMDEN
,
SC
29021
NONE
PUBLIC CHARITY
DOG RESCUE
1,000
DOGS 4 DIABETICS
1647 WILLOW PASS RD 157
CONCORD
,
CA
94520
NONE
PUBLIC CHARITY
UNRESTRICTED USE
1,500
DOWNTOWN DOG RESCUE
PO BOX 90035
PASACENA
,
CA
91109
NONE
PUBLIC CHARITY
SPAY/NEUTER
500
ENDANGERED WOLF CENTER
PO BOX 760
EUREKA
,
MO
63025
NONE
PUBLIC CHARITY
SPONSORSHIP - 2 WOLF PUPS(MAX, WINNIE)
5,000
ENDANGERED WOLF CENTER
PO BOX 760
EUREKA
,
MO
63025
NONE
PUBLIC CHARITY
YEAR END CHALLENGE GRANT
1,000
EXCEPTIONAL CHILDREN'S FOUNDATION
5350 MACHADO ROAD
CULVER CITY
,
CA
90230
NONE
PUBLIC CHARITY
UNRESTRICTED USE
500
FRIENDS OF SHEBA MEDICAL CENTER
9465 WILSHIRE BLVD 300
BEVERLY HILLS
,
CA
90212
NONE
PUBLIC CHARITY
UNRESTRICTED USE
250
FRIENDS OF SHEBA MEDICAL CENTER
9465 WILSHIRE BLVD 300
BEVERLY HILLS
,
CA
90212
NONE
PUBLIC CHARITY
UNRESTRICTED USE
500
GREATER LOS ANGELES ZOO ASSOCIATION
5333 ZOO DRIVE
LOS ANGELES
,
CA
90027
NONE
PUBLIC CHARITY
2019 BEASTLY BALL IN HONOR OF CONNIE MORGAN
23,800
GREATER LOS ANGELES ZOO ASSOCIATION
5333 ZOO DRIVE
LOS ANGELES
,
CA
90027
NONE
PUBLIC CHARITY
2019 BEASTLY BALL IN HONOR OF CONNIE MORGAN
5,000
GREATER LOS ANGELES ZOO ASSOCIATION
ZOO DRIVE
LOS ANGELES
,
CA
90027
NONE
PUBLIC CHARITY
SAFARI SOCIETY
5,000
HABITAT FOR HORSES
PO BOX 213
HITCHCOCK
,
TX
77563
NONE
PUBLIC CHARITY
HORSE CARE
250
HEART
PO BOX 738
MAMARONECK
,
NJ
10543
NONE
PUBLIC CHARITY
EDUCATIONAL INITIATIVE IN CA
1,000
HEIFER INTERNATIONAL
1 WORLD AVE
LITTLE ROCK
,
AR
72202
NONE
PUBLIC CHARITY
GROUP OF GOATS
1,200
HILLEL AT UCLA
574 HILGARD AVE
LOS ANGELES
,
CA
90024
NONE
PUBLIC CHARITY
IN HONOR OF PERLA KARNEY
1,000
HUMANE SOCIETY OF LINCOLN COUNTY
PO BOX 2832
RUIDOSO
,
NM
88345
NONE
PUBLIC CHARITY
VITTLE VAULTS
150
INTERNATIONAL CRANE FOUNDATION
E-11376 SHADY LANE ROAD PO BOX 447
BARABOO
,
WI
53913
NONE
PUBLIC CHARITY
CRANE CONSERVATION
500
INTERNATIONAL FUND FOR ANIMAL WELFARE
290 SUMMER STREET
YARMOUTH PORT
,
MA
02675
NONE
PUBLIC CHARITY
ELEPHANTS
500
K9S FOR WARRIORS
114 CAMP L9 ROAD POINT
VERDA BEACH
,
FL
32081
NONE
PUBLIC CHARITY
UNRESTRICTED USE
350
LIBRARY FOUNDATION OF LOS ANGELES
630 W 5TH STREET
LOS ANGELES
,
CA
90071
NONE
PUBLIC CHARITY
LITERARY FEASTS
4,450
LIBRARY FOUNDATION OF LOS ANGELES
630 W 5TH STREET
LOS ANGELES
,
CA
90071
NONE
PUBLIC CHARITY
COUNCIL/SUSTAINER
500
LONG ISLAND UNIVERSITY
720 NORTHERN BLVD
BROOKVILLE
,
NY
11548
NONE
PUBLIC CHARITY
SWING FOR KIDS
500
LOS ANGELES COUNTY POLICE CANINE ASSOC
1223 WILSHIRE BLVD STE 435
SANTA MONICA
,
CA
90403
NONE
PUBLIC CHARITY
UNRESTRICTED USE
500
LOS ANGELES CITY COLLEGE FOUNDATION
855 N VERMONT AVE
LOS ANGELES
,
CA
90029
NONE
PUBLIC CHARITY
IN HONOR OF DENNIS GILBERT
1,000
LOS ANGELES MUSEUM OF THE HOLOCAUST
100 SOUTH THE GROVE DRIVE
LOS ANGELES
,
CA
90036
NONE
PUBLIC CHARITY
FIELD TRIPS FOR UNDERSERVED SCHOOLS
5,000
LOVE ON 4 PAWS INC
4005 VIA VICO
RANCHO PALOS VERDES
,
CA
90275
NONE
PUBLIC CHARITY
UNRESTRICTED USE
500
MARLEY'S MUTTS DOG RESCUE
1121 WEST VALLEY BLVD SUITE 1 140
TEHACHAPI
,
CA
93561
NONE
PUBLIC CHARITY
DOG RESCUE
250
MINI THERAPY HORSES
950 CRATER OAK DRIVE
CALABASAS
,
CA
91302
NONE
PUBLIC CHARITY
UNRESTRICTED USE
500
MISFIT ACRES INC
12480 550TH AVENUE
AMBOY
,
MN
56010
NONE
PUBLIC CHARITY
HORSES
500
MOORPARK COLLEGE FOUNDATION
61 S BALDWIN AVE 1658
SIERRA MADRE
,
CA
91025
NONE
PUBLIC CHARITY
RENDEZVOUS AT THE ZOO
250
MORRIS ANIMAL FOUNDATION
720 S COLORADO BLVD 174A
DENVER
,
CO
80246
NONE
PUBLIC CHARITY
IN HONOR OF BETTY WHITE
1,000
MUSEUM OF CONTEMPORARY ART
250 S GRAND AVE
LOS ANGELES
,
CA
90012
NONE
PUBLIC CHARITY
SUNDAY STUDIO
3,500
MUSEUM OF MODERN ART
11 WEST 53RD STREET
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITY
DAVID ROCKEFELLER
25,000
MUSEUM OF MODERN ART
11 WEST 53RD STREET
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITY
UNRESTRICTED USE
50,000
MUSEUM OF MODERN ART
11 WEST 53RD STREET
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITY
ANNUAL P&S COMMITTEE
50,000
MUSEUM OF MODERN ART
11 WEST 53RD STREET
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITY
PARTY IN THE GARDEN
25,000
MUSEUM OF MODERN ART
11 WEST 53RD STREET
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITY
ANNUAL FILM FUND
25,000
MUSEUM OF MODERN ART
11 WEST 53RD STREET
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITY
EXHIBITION FUND
50,000
MUSEUM OF MODERN ART
11 WEST 53RD STREET
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITY
LIBRARY COUNCIL
2,390
NATIONAL BREAST CANCER COALITION
1010 VERMONT AVENUE NW SUITE 900
WASHINGTON
,
DC
20005
NONE
PUBLIC CHARITY
LES GIRLS EVENT
250
OLD FRIENDS IN NEW YORK
CABIN CREEK FARM 483 SANDHILL RD
GREENFIELD CENTER
,
NY
12833
NONE
PUBLIC CHARITY
UNRESTRICTED USE
500
PS ARTS
6701 CENTER DR WEST SUITE 550
LOS ANGELES
,
CA
90045
NONE
PUBLIC CHARITY
EXPRESS YOURSELF
750
PAINTED TURTLE CAMP
1300 4TH STREET SUITE 300
SANTA MONICA
,
CA
90401
NONE
PUBLIC CHARITY
UNRESTRICTED USE
1,000
PAW WARRIORS INC
355 SPRING TIME STREET
SPRING HILL
,
FL
34608
NONE
PUBLIC CHARITY
UNRESTRICTED USE
250
PETS OF THE HOMELESS
400 W KING ST 200
CARSON CITY
,
NY
89703
NONE
PUBLIC CHARITY
UNRESTRICTED USE
250
PLANNED PARENTHOOD ACTION FUND INC
PO BOX 96771
WASHINGTON
,
DC
20090
NONE
PUBLIC CHARITY
ACTION FUND
2,500
PS1 CONTEMPORARY ART CENTER
MOMA PS1 22-25 JACKSON AVENUE
LONG ISLAND
,
NY
11101
NONE
PUBLIC CHARITY
2019 GALA
25,000
REACH OUT & READ INC
89 SOUTH STREET SUITE 201
BOSTON
,
MA
02111
NONE
PUBLIC CHARITY
FOR BOOKS
500
READING IS FUNDAMENTAL
7250 BANDINI BLVD 209
LOS ANGELES
,
CA
90040
NONE
PUBLIC CHARITY
MOTIVATIONAL READING PROGRAM
300
RETT SYNDROME RESEARCH TRUST
67 UNDER CLIFF ROAD
TRUMBULL
,
CT
06611
NONE
PUBLIC CHARITY
REVERSE RETT L.A.
250
ROGUE MACHINE THEATRE
12405 VENICE BLVD 153
LOS ANGELES
,
CA
90066
NONE
PUBLIC CHARITY
UNRESTRICTED USE
250
SANTA BARBARA ZOO
500 NINOS DRIVE
SANTA BARBARA
,
CA
93103
NONE
PUBLIC CHARITY
2019 ZOOFARI
500
SANTA CRUZ SPCA
2685 CHANTICLEER AVE
SANTA CRUZ
,
CA
95065
NONE
PUBLIC CHARITY
IN HONOR OF TRUDY HARRIS
250
SPAY NEUTER PROJECT OF LOS ANGELES
957 N GAFFEY STREET
SAN PEDRO
,
CA
90731
NONE
PUBLIC CHARITY
UNRESTRICTED USE
1,000
SPECIAL OLYMPICS SOUTHERN CALIFORNIA
1600 FORBES WAY SUITE 200
LONG BEACH
,
CA
90810
NONE
PUBLIC CHARITY
2019 PIER DEL SOL
600
THE ELEPHANT SANCTUARY
PO BOX 393
HOHENWALD
,
TN
38462
NONE
PUBLIC CHARITY
ELEPHANT CARE
1,000
THE FOUNTAIN THEATRE
5060 FOUNTAIN AVE
LOS ANGELES
,
CA
90029
NONE
PUBLIC CHARITY
UNRESTRICTED USE
500
THE GINNY FUND
PO BOX 967
LONG BEACH
,
NY
11561
NONE
PUBLIC CHARITY
HOMELESS ANIMALS
150
THE HUMANE SOCIETY OF THE UNITED STATES
2100 L STREET
NW WASHINGTON
,
DC
20037
NONE
PUBLIC CHARITY
UNRESTRICTED USE
100
THE JEWISH FEDERATION
6505 WILSHIRE BLVD 1000
LOS ANGELES
,
CA
90048
NONE
PUBLIC CHARITY
ELDERLY CARE AND PJ LIBRARY
50,000
THE LANGE FOUNDATION
2106 S SEPULVEDA BLVD
LOS ANGELES
,
CA
90025
NONE
PUBLIC CHARITY
SURGICAL FUND
10,000
THE MATTHEW SILVERMAN MEMORIAL FOUNDATION
324 S BEVERLY DRIVE 411
BEVERLY HILLS
,
CA
90212
NONE
PUBLIC CHARITY
ANNUAL GOLF CLASSIC
2,500
THE MUSIC CENTER
PO BOX 849743
LOS ANGELES
,
CA
90084
NONE
PUBLIC CHARITY
UNRESTRICTED USE
1,000
THE SEEING EYE
PO BOX 375
MORRISTOWN
,
NJ
07963
NONE
PUBLIC CHARITY
SEEING EYE DOGS- IN HONOR OF BETTY WHITE
500
THE TORAH AND NATURE FOUNDATION
9200 W SUNSET BLVD SUITE 700
WEST HOLLYWOOD
,
CA
90069
NONE
PUBLIC CHARITY
VET CARE
5,000
THE UCLA FOUNDATION
10920 WILSHIRE BLVD STE 900
LOS ANGELES
,
CA
90024
NONE
PUBLIC CHARITY
BARBARA YAROSLOVSKY MEMORIAL FUND
1,000
TOURETTE ASSOCIATION OF AMERICA INC
42-40 BELL BOULEVARD SUITE 205
BAYSIDE
,
NY
11361
NONE
PUBLIC CHARITY
2019 GALA - IN HONOR OF MOELIS FAMILY
500
TURTLE CONSERVANCY
49 BLEECKER STREET SUITE 601
NEW YORK
,
NY
10012
NONE
PUBLIC CHARITY
UNRESTRICTED USE
1,000
VENICE FAMILY CLINIC
604 ROSE AVENUE
VENICE
,
CA
90291
NONE
PUBLIC CHARITY
2019 VENICE ART WALK
1,000
WAGS AND WALKS
8721 SANTA MONICA BLVD 344
WEST HOLLYWOOD
,
CA
90069
NONE
PUBLIC CHARITY
2019 GALA
350
WESPARK INC
13520 VENTURA BLVD
SHERMAN OAKS
,
CA
91423
NONE
PUBLIC CHARITY
UNRESTRICTED USE
250
WILD EARTH ALLIES
2 WISCONSIN CIRCLE SUITE 900
CHEVY CHASE
,
MD
20815
NONE
PUBLIC CHARITY
TURTLE SPONSORSHIP
2,000
WILD EARTH ALLIES
2 WISCONSIN CIRCLE SUITE 900
CHEVY CHASE
,
MD
20815
NONE
PUBLIC CHARITY
2019 WILD FUND
7,500
WILDAID
333 PINE STREET 300
SAN FRANCISCO
,
CA
94104
NONE
PUBLIC CHARITY
ANTI-POACHING
1,500
WILDLIFE CONSERVATION NETWORK
209 MISSISSIPPI STREET
SAN FRANCISCO
,
CA
94107
NONE
PUBLIC CHARITY
ELEPHANT CRISIS FUND
2,000
YOUNG STORYTELLERS
923 EAST 3RD STREET 307
LOS ANGELES
,
CA
90013
NONE
PUBLIC CHARITY
SCRIPT TO STAGE PROGRAM
1,000
ABRAHAM LINCOLN PRESIDENTIAL LIBRARY
500 EAST MADISON STREET SUITE 200
SPRINGFIELD
,
IL
62701
NONE
PUBLIC CHARITY
PLEDGE 3 OF 3 - WINNICK FIELD TRIP INITIATIVE
7,500
AFRICAN WILDLIFE FOUNDATION
1100 NEW JERSEY AVENUE SE SUITE 900
WASHINGTON
,
DC
20003
NONE
PUBLIC CHARITY
PLEDGE 3 OF 3 - ELEPHANTS & RHINOS
7,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROAD
KANAB
,
UT
84741
NONE
PUBLIC CHARITY
PLEDGE 3 OF 5 - NO MORE HOMELESS PETS/LA CAMPAIGN
20,000
GREATER LOS ANGELES ZOO ASSOCIATION
5333 ZOO DRIVE
LOS ANGELES
,
CA
90027
NONE
PUBLIC CHARITY
PLEDGE 3 OF 4 - SCAN INITIATIVE PROGRAM
25,000
THE UCLA FOUNDATION
10920 WILSHIRE BLVD STE 900
LOS ANGELES
,
CA
90024
NONE
PUBLIC CHARITY
PLEDGE 3 OF 5 - THE WINNICK FIELD TRIP INITIATIVE
2,000
FOSTER ARMY ANIMAL RESCUE
3711 CENTRAL AVE
RIVERSIDE
,
CA
92506
NONE
PUBLIC CHARITY
ANIMAL RESCUE
250
FOSTER DOGS INC
349 16TH ST 2
BROOKLYN
,
NY
11215
NONE
PUBLIC CHARITY
UNRESTRICTED USE
500
FRIENDS OF ISRAEL SPORTS CENTER
NORTHFIELD PLAZA SUITE 300
NORTHFIELD
,
IL
60093
NONE
PUBLIC CHARITY
UNRESTRICTED USE
1,000
WILDLIFE CONSERVATION NETWORK
209 MISSISSIPPI STREET
SAN FRANCISCO
,
CA
94107
NONE
PUBLIC CHARITY
LION RECOVERY FUND
2,000
WILDLIFE CONSERVATION NETWORK
209 MISSISSIPPI STREET
SAN FRANCISCO
,
CA
94107
NONE
PUBLIC CHARITY
CHEETAH CONSERVATION IN BOTSWANA
1,000
WOODSTOCK FARM SANCTUARY
2 RESCUE ROAD
HIGH FALLS
,
NY
12440
NONE
PUBLIC CHARITY
UNRESTRICTED USE
250
BIRTHRIGHT ISRAEL
33 EAST 33RD AT 7TH FLOOR
NEW YORK
,
NY
10016
NONE
PUBLIC CHARITY
PLEDGE 4 OF 4
25,000
HAMMER MUSEUM
10899 WILSHIRE BLVD
LOS ANGELES
,
CA
90024
NONE
PUBLIC CHARITY
PLEDGE 4 OF 4 - EDUCATIONAL PROGRAMS
25,000
NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
101 SOUTH INDEPENDENCE MALL EAST
PHILADELPHIA
,
PA
19106
NONE
PUBLIC CHARITY
PLEDGE 5 OF 5 - WINNICK FIELD TRIP INITIATIVE
5,000
Total
.................................
3a
904,365
b
Approved for future payment
CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710
TUSCON
,
AZ
85702
NONE
PUBLIC CHARITY
ANTI-POACHING EFFORTS
5,000
ACCESS BOOKS
PO BOX 64951
LOS ANGELES
,
CA
90064
NONE
PUBLIC CHARITY
BOOKS FOR INNER CITY PUBLIC LIBRARIES
3,000
AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO
6709 LA TIJERA BLVD 514
LOS ANGELES
,
CA
90045
NONE
PUBLIC CHARITY
M. AHARANOFF BEN-REI EARLY CHILDHOOD EMOTIONAL THERAPY CENTER
20,000
AQUARIUM OF THE PACIFIC
100 AQUARIUM WAY
LONG BEACH
,
CA
90702
NONE
PUBLIC CHARITY
SCHOLARSHIP PROGRAM AND SCHOOL VISITS FOR UNDERSERVED SCHOOLS
5,000
BRENTWOOD SCHOOL
100 SOUTH BARRINGTON PLACE
LOS ANGELES
,
CA
90049
NONE
PUBLIC CHARITY
MR. V LEGACY CAMPAIGN
25,000
FRIENDS OF ROBINSONS GARDENS
1008 ELDEN WAY
BEVERLY HILLS
,
CA
90210
NONE
PUBLIC CHARITY
SCIENCE EDUCATION
3,000
LOS ANGELES COUNTY MUSEUM OF ART
5905 WILSHIRE BLVD
LOS ANGELES
,
CA
90036
NONE
PUBLIC CHARITY
FREE PUBLIC ARTS PROGRAM
10,000
NORTH SHORE ANIMAL LEAGUE
16 LEWYT STREET
PORT WASHINGTON
,
NY
11050
NONE
PUBLIC CHARITY
IN SUPPORT OF THE MUTT-I-GREE CURRICULUM PROGRAM
3,000
READ TO A CHILD
10940 WILSHIRE BLVD STE 100
LOS ANGELES
,
CA
90024
NONE
PUBLIC CHARITY
LUNCHTIME READING PROGRAM
10,000
SKIRBALL CULTURAL CENTER
2701 NORTH SEPULVEDA BLVD
LOS ANGELES
,
CA
90049
NONE
PUBLIC CHARITY
NOAH'S ARK SPECIAL NEEDS PROGRAM
100,000
TREE PEOPLE
12601 MULLHOLLAND DRIVE
BEVERLY HILLS
,
CA
90210
NONE
PUBLIC CHARITY
ECO TOURS FOR SCHOOL GROUPS ON WEEKDAYS
15,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVD
BRONX
,
NY
10460
NONE
PUBLIC CHARITY
ELEPHANT CONSERVATION PROGRAM
5,000
WORLD WILDLIFE FUND
131 STEUART STREET SUITE 700
SAN FRANCISCO
,
CA
94105
NONE
PUBLIC CHARITY
NILANGA JAYASINGHE'S WORK WITH ASIAN ELEPHANTS
15,000
Total
.................................
3b
219,000
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
7
4
Dividends and interest from securities
....
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
.....
8
Gain or (loss) from sales of assets other than
inventory
............
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
7
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
7
(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