-
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 WUNDERKINDER FOUNDATION
C/O BRESLAUER RUTMAN & ANDERSON INC
Number and street (or P.O. box number if mail is not delivered to street address)
11400 W OLYMPIC BLVD NO 550
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES
,
CA
900641551
A Employer identification number
95-4016320
B
Telephone number (see instructions)
(310) 481-3513
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)
$
244,055,492
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)
59,156,531
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
4,894,776
4,894,776
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
706,855
b
Gross sales price for all assets on line 6a
55,101,040
7
Capital gain net income (from Part IV, line 2)
...
706,855
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)
.......
3,527
0
0
12
Total.
Add lines 1 through 11
........
64,761,689
5,601,631
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
2,381
0
0
0
b
Accounting fees (attach schedule)
.......
27,000
0
0
0
c
Other professional fees (attach schedule)
....
889,495
0
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
170,565
65,479
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
44,943
0
0
0
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
938,972
938,012
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
2,073,356
1,003,491
0
0
25
Contributions, gifts, grants paid
.......
11,053,266
11,053,266
26
Total expenses and disbursements.
Add lines 24 and 25
13,126,622
1,003,491
0
11,053,266
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
51,635,067
b
Net investment income
(if negative, enter -0-)
4,598,140
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
43,215,042
39,311,562
39,311,562
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)
137,046
Less: allowance for doubtful accounts
0
85,237
137,046
137,046
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
33,932,302
0
0
b
Investments—corporate stock (attach schedule)
.......
4,171
13,478,181
24,521,668
c
Investments—corporate bonds (attach schedule)
.......
0
10,543,699
10,617,834
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
93,239,263
158,640,594
169,467,382
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)
170,476,015
222,111,082
244,055,492
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
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
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
170,476,015
222,111,082
29
Total net assets or fund balances
(see instructions)
.....
170,476,015
222,111,082
30
Total liabilities and net assets/fund balances
(see instructions)
.
170,476,015
222,111,082
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
170,476,015
2
Enter amount from Part I, line 27a
.....................
2
51,635,067
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
222,111,082
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
222,111,082
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
C. SCHWAB 2523-5991 SHORT TERM
P
b
C. SCHWAB 2523-5991 LONG TERM
P
c
C. SCHWAB 4905-0951 SHORT TERM
P
d
C. SCHWAB 4905-0951 LONG TERM
P
e
C. SCHWAB 7853-6553 SHORT TERM
P
C. SCHWAB 7583-6553 LONG TERM
P
C. SCHWAB 1371-9054 SHORT TERM
P
C. SCHWAB 6956-2837 SHORT TERM
P
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
34,843,602
34,799,308
44,294
b
6,213,395
5,627,782
585,613
c
2,574,015
2,773,390
-199,375
d
2,254,345
2,457,851
-203,506
e
5,447,465
5,377,005
70,460
2,228,300
2,270,605
-42,305
485,266
457,204
28,062
704,697
631,040
73,657
349,955
349,955
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
44,294
b
585,613
c
-199,375
d
-203,506
e
70,460
-42,305
28,062
73,657
349,955
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
706,855
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
10,215,143
110,587,890
0.092371
2017
9,190,251
116,190,953
0.079096
2016
8,878,050
26,646,138
0.333183
2015
9,705,944
2,824,404
3.436457
2014
9,554,246
1,508,422
6.333934
2
Total
of line 1, column (d)
.....................
2
10.275041
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
2.055008
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
189,566,442
5
Multiply line 4 by line 3
......................
5
389,560,555
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
45,981
7
Add lines 5 and 6
........................
7
389,606,536
8
Enter qualifying distributions from Part XII, line 4
,.............
8
11,053,266
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
91,963
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
91,963
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
91,963
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
104,332
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
50,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
154,332
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
62,369
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
62,369
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
BRESLAUER RUTMAN ANDERSON INC
Telephone no.
(310) 481-3513
Located at
11400 W OLYMPIC BLVDSUITE 550
LOS ANGELES
CA
ZIP+4
900641551
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
KATE CAPSHAW SPIELBERG
DIRECTOR
0.50
0
0
0
11400 W OLYMPIC BLVD STE 550
LOS ANGELES
,
CA
90064
STEVEN SPIELBERG
DIRECTOR
0.50
0
0
0
11400 W OLYMPIC BLVD STE 550
LOS ANGELES
,
CA
90064
KRISTIE MACOSKO KRIEGER
DIRECTOR
0.50
0
0
0
11400 W OLYMPIC BLVD STE 550
LOS ANGELES
,
CA
90064
GERALD BRESLAUER
PRESIDENT,DIRECTOR
0.50
0
0
0
11400 W OLYMPIC BLVD STE 550
LOS ANGELES
,
CA
90064
MICHAEL RUTMAN
CFO
0.50
0
0
0
11400 W OLYMPIC BLVD STE 550
LOS ANGELES
,
CA
90064
TAMMY ANDERSON
SECRETARY DIRECTOR
0.50
0
0
0
11400 W OLYMPIC BLVD STE 550
LOS ANGELES
,
CA
90064
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
FUNDAMENTAL PHILANTHROPY INC
GRANT ADMINISTRATION & CONSULTING
471,000
400 S BEVERLY DRIVE
BEVERLY HILLS
,
CA
90212
SYPARTNERS LLC
CONSULTING
348,134
395 HUDSON STREET 8TH FLOOR
NEW YORK
,
NY
10014
GKYOUNG
CONSULTING
70,361
305 6TH STREET
LANGLEY
,
WA
98260
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
182,655,384
b
Average of monthly cash balances
.......................
1b
9,659,367
c
Fair market value of all other assets (see instructions)
................
1c
138,490
d
Total
(add lines 1a, b, and c)
.........................
1d
192,453,241
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
192,453,241
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
2,886,799
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
189,566,442
6
Minimum investment return.
Enter 5% of line 5
..................
6
9,478,322
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
9,478,322
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
91,963
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
91,963
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
9,386,359
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
9,386,359
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
9,386,359
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
11,053,266
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
11,053,266
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
11,053,266
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
9,386,359
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
......
9,516,003
b
From 2015
......
9,831,670
c
From 2016
......
7,587,235
d
From 2017
......
3,404,182
e
From 2018
......
4,775,299
f
Total
of lines 3a through e
........
35,114,389
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
11,053,266
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
.....
9,386,359
e
Remaining amount distributed out of corpus
1,666,907
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
36,781,296
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)
...
9,516,003
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
27,265,293
10
Analysis of line 9:
a
Excess from 2015
....
9,831,670
b
Excess from 2016
....
7,587,235
c
Excess from 2017
....
3,404,182
d
Excess from 2018
....
4,775,299
e
Excess from 2019
....
1,666,907
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).)
KATE CAPSHAW SPIELBERG
STEVEN SPIELBERG
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 email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ALLIANCE FOR YOUNG ARTISTS AND WRITERS INC
557 BROADWAY
NEW YORK
,
NY
10012
NONE
501C3
ARTS, CULTURE & HUMANITIES
25,000
AMERICAN HEART ASSOCIATION INC
816 SOUTH FIGUEROA STREET
LOS ANGELES
,
CA
90017
NONE
501C3
HEALTH
10,000
AMERICAN JEWISH COMMITTEE
11766 WILSHIRE BOULEVARD SUITE 800
LOS ANGELES
,
CA
90025
NONE
501C3
PUBLIC, SOCIETAL BENEFIT
5,000
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST AT 79TH ST
NEW YORK
,
NY
10024
NONE
501C3
ARTS, CULTURE & HUMANITIES
25,000
ANTHOLOGY FILM ARCHIVES
32 SECOND AVENUE
NEW YORK
,
NY
10003
NONE
501C3
HEALTH
50,000
ARTHUR MILLER FOUNDATION
56 WEST 12TH STREET SUITE 2
NEW YORK
,
NY
10011
NONE
501C3
ARTS, CULTURE & HUMANITIES
25,000
BARACK OBAMA FOUNDATION
5235 SOUTH HARPER COURT SUITE 1140
CHICAGO
,
IL
60615
NONE
501C3
PUBLIC, SOCIETAL BENEFIT
2,000,000
BIG BROTHERS BIG SISTERS
800 S FIGUEROA ST STE 620
LOS ANGELES
,
CA
90017
NONE
501C3
YOUTH DEVELOPMENT
50,000
BONAPARTES RETREAT
1709 GRAYBAR LANE
NASHVILLE
,
TN
37215
NONE
501C3
ANIMAL PROTECTION AND WELFARE
25,000
BOYS AND GIRLS CLUB OF SANTA MONICA INC
1220 LINCOLN BLVD
SANTA MONICA
,
CA
90401
NONE
501C3
YOUTH DEVELOPMENT
50,000
BRIGHT PROSPECT
1460E HOLT AVE SUITE 74
POMONA
,
CA
91767
NONE
501C3
EDUCATIONAL
25,000
CASA OF LOS ANGELES
201 CENTRE PLAZA DRIVE SUITE 1100
MONTEREY PARK
,
CA
91754
NONE
501C3
CHILDREN/YOUTH
25,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREET
NEW YORK
,
NY
10038
NONE
501C3
WOMEN
50,000
CENTER FOR RURAL STRATEGIES INC
46 EAST MAIN STREET
WHITESBURG
,
KY
41858
NONE
501C3
HUMAN SERVICES
102,000
CITY YEAR INC
287 COLUMBUS AVENUE
BOSTON
,
MA
02116
NONE
501C3
EDUCATIONAL
200,000
COMMUNITY PARTNERS
1000 NORTH ALAMEDA STREET SUITE 240
LOS ANGELES
,
CA
90012
NONE
501C3
COMMUNITY IMPROVEMENT & CAPACITY BUILDING
50,000
DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS
621 S HIGHLAND
LOS ANGELES
,
CA
90036
NONE
501C3
ENVIRONMENT
5,000
DEER HILL FOUNDATION
PO BOX 180
MANCOS
,
CO
81328
NONE
501C3
EDUCATIONAL
10,000
DOOR - A CENTER OF ALTERNATIVES INC
121 6TH AVENUE
NEW YORK
,
NY
10013
NONE
501C3
CHILDREN/YOUTH
50,000
E TOWN
1535 SPRUCE STREET
BOULDER
,
CO
80302
NONE
501C3
ARTS
25,000
ECOHEALTH ALLIANCE INC
460 WEST 34TH STREET SUITE 1701
NEW YORK
,
NY
10001
NONE
501C3
ARTS EDUCATION
5,000
EDIBLE SCHOOL YARD PROJECT
1517 SHATTUCK AVENUE
BERKELEY
,
CA
94706
NONE
501C3
EDUCATION
25,000
EDUCATIONAL THEATRE ASSOCIATION FOUNDATION
3368 CENTRAL PKY
CINCINNATI
,
OH
45225
NONE
501C3
ARTS, CULTURE & HUMANITIES
20,000
ELEANOR WHITMORE EARLY CHILDHOOD CENTER INC
PO BOX 63
EAST HAMPTON
,
NY
11937
NONE
501C3
CHILDREN/YOUTH
10,000
ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION
16130 VENTURA BLVD SUITE 250
ENCINO
,
CA
91436
NONE
501C3
HEALTH
25,000
EPILEPSY FOUNDATION OF AMERICA
5777 W CENTURY BLVD SUITE 820
LOS ANGELES
,
CA
90045
NONE
501C3
HEALTH
2,500
EPWORTH CHILDREN AND FAMILY SERVICES INC
110 N ELM AVENUE
ST LOUIS
,
MO
63119
NONE
501C3
CHILDREN/YOUTH
50,000
ELLEN P HERMANSON FOUNDATION
200 WEST END AVENUE SUITE 12G
NEW YORK
,
NY
10023
NONE
501C3
HEALTH
10,000
FEMINIST MAJORITY FOUNDATION
433 SOUTH BEVERLY DRIVE
BEVERLY HILLS
,
CA
90212
NONE
501C3
WOMEN
10,000
FESTIVAL OF NEW AMERICAN MUSICAL
8896 CARSON STREET
CULVER CITY
,
CA
90232
NONE
501C3
ARTS
10,000
FIRST CORINTHIAN BAPTIST CHURCH INC
1912 ACLAYTON POWELL JR BLVD
NEW YORK
,
NY
10026
NONE
501C3
CIVIC/COMMUNITY
50,000
FOOD BANK FOR NEW YORK CITY
39 BROADWAY 10TH FLOOR
NEW YORK
,
NY
10006
NONE
501C3
HUMAN SERVICES
25,000
FOUNDATION FOR AIDS RESEARCH
120 WALL STREET 13TH FLOOR
NEW YORK
,
NY
10005
NONE
501C3
HEALTH
75,000
FRIENDS OF GEORGICA POND FOUNDATION INC
POBOX 1393
WAINSCOTT
,
NY
11975
NONE
501C3
CHILDREN/YOUTH
25,000
FRIENDS OF THE BRENTWOOD ARTS CENTER
13031 MONTANA AVENUE
LOS ANGELES
,
CA
90049
NONE
501C3
ARTS
25,000
FUTURE OF DANVILLE FOUNDATION
512 BRIDGE STREET SUITE 100
DANVILLE
,
VA
24541
NONE
501C3
PUBLIC, SOCIETAL BENEFIT
350,000
GEFFEN PLAYHOUSE INC
10886 LE CONTE AVENUE
LOS ANGELES
,
CA
90024
NONE
501C3
ARTS
100,000
GET LIT-WORDS IGNITE & COALITION FOR ENGAGED EDUCATION
672 SOUTH LAFAYETTE PARK PLACE
LOS ANGELES
,
CA
90057
NONE
501C3
ARTS
100,000
GLSEN INC
110 WILLIAM STREET 30TH FLOOR
NEW YORK
,
NY
10038
NONE
501C3
LGBT
50,000
GRAFFITI 2 COMMUNITY MINISTRIES
PO BOX 541559
BRONX
,
NY
10454
NONE
501C3
CHILDREN/YOUTH
3,600
HISPANICS IN PHILANTHROPY
414 13TH STREET SUITE 200
OAKLAND
,
CA
94612
NONE
501C3
PUBLIC, SOCIETAL BENEFIT
10,000
HOSPICE & COMMUNITY CARE
PO BOX 4125
LANCASTER
,
PA
17604
NONE
501C3
HUMAN SERVICES
10,000
HUMAN RIGHTS WATCH INC
350 FIFTH AVE 34TH FLOOR
NEW YORK
,
NY
10118
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
250,000
IKAR
1737 S LA CIENEGA BLVD
LOS ANGELES
,
CA
90035
NONE
501C3
RELIGION-RELATED
100,000
INSTITUTE OF MATHEMATICAL STATISTICS
3163 SOMESET DRIVE
SHAKER HEIGHTS
,
OH
44122
NONE
501C3
EDUCATION
10,000
INTERNATIONAL COMMUNITY FOUNDATION
2505 N AVENUE
NATIONAL CITY
,
CA
91950
NONE
501C3
PUBLIC, SOCIETAL BENEFIT
5,000
INTERNATIONAL RESCUE COMMITTEE INC
PO BOX 6068
ALBERT LEA
,
MN
56007
NONE
501C3
INTERNATIONAL FOREIGN AFFAIRS
500
JACOB BURNS FILM CENTER INC
405 MANVILLE ROAD
PLEASANTVILLE
,
NY
10570
NONE
501C3
ARTS, CULTURE & HUMANITIES
10,000
LARKIN STREET YOUTH SERVICES
134 GOLDEN GATE AVENUE
SAN FRANCISCO
,
CA
94102
NONE
501C3
CHILDREN/YOUTH
50,000
LOS ANGELES FIRE DEPARTMENT FOUNDATION
1875 CENTURY PARK EAST STE 200
LOS ANGELES
,
CA
90067
NONE
501C3
HUMAN SERVICES
5,000
LOS ANGELES LGBT CENTER
1125 N MCCADDEN PLACE
LOS ANGELES
,
CA
90038
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
10,000
LOS ANGELES POLICE FOUNDATION
633 WEST 5TH STREET SUITE 960
LOS ANGELES
,
CA
90071
NONE
501C3
HUMAN SERVICES
5,000
MF PLACE INC
5850 HOLLYWOOD BLVD
LOS ANGELES
,
CA
90028
NONE
501C3
CHILDREN/YOUTH
50,000
MOTION PICTURE AND TELEVISION FUND
23388 MULHOLLAND DR M/S 220
WOODLAND HILLS
,
CA
91364
NONE
501C3
HUMAN SERVICES
25,000
MOUNTAIN PLAINS YOUTH WORKS
217 W ROSSER AVENUE
BISMARCK
,
ND
58501
NONE
501C3
CHILDREN/YOUTH
50,000
MUSEUM OF JEWISH HERITAGE
36 BATTERY PLACE
NEW YORK
,
NY
10280
NONE
501C3
ARTS, CULTURE & HUMANITIES
10,000
NATIONAL COLLEGE ADVISING CORPS
301 WEST BARBEE CHAPEL ROAD
CHAPELL HILL
,
NC
27517
NONE
501C3
EDUCATION
50,000
NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
101 SOUTH INDEPENDENCE MALL EAST
PHILADELPHIA
,
PA
19106
NONE
501C3
ARTS, CULTURE & HUMANITIES
100,000
NATIONAL PUBLIC RADIO INC
PO BOX 791490
BALTIMORE
,
MD
21279
NONE
501C3
MEDIA
25,000
NATIONAL WOMEN'S LAW CENTER
11 DUPONT CIRLCE NW SUITE 800
WASHINGTON
,
DC
20036
NONE
501C3
WOMEN
666,666
NATIVE AMERICAN RIGHTS FUND
1506 BRAODWAY
BOULDER
,
CO
80302
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
50,000
NATURE CONSERVANCY
PO BOX 5125
EAST HAMPTON
,
NY
11937
NONE
501C3
ENVIRONMENT
5,000
NEW YORK ACADEMY OF ART
111 FRANKLIN STREET
NEW YORK
,
NY
10013
NONE
501C3
ARTS, CULTURE & HUMANITIES
25,000
NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREET
NEW YORK
,
NY
10003
NONE
501C3
ARTS, CULTURE & HUMANITIES
50,000
NORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC
9 GLENDALE ROAD / ROUTE 183
STOCKBRIDGE
,
MA
01262
NONE
501C3
ARTS, CULTURE & HUMANITIES
10,000
ON BEING PROJECT
1619 HENNEPIN AVENUE SOUTH
MINNEAPOLIS
,
MN
55403
NONE
501C3
MEDIA
1,000,000
P S ARTS
1728 ABBOT KINNEY BOULEVARD SUITE
101
VENICE
,
CA
90291
NONE
501C3
ARTS, CULTURE & HUMANITIES
25,000
PINE RIDGE GIRLS SCHOOL INC
16531 AKRON STREET
PACIFIC PALISADES
,
CA
90272
NONE
501C3
EDUCATION
82,500
PIONEER WORKS ART FOUNDATION
159 PIONEER STREET
BROOKLYN
,
NY
11249
NONE
501C3
ARTS, CULTURE & HUMANITIES
50,000
PLANNED PARENTHOOD HUDSON PECONIC INC
4 SKYLINE DRIVE
HAWTHORNE
,
NY
10532
NONE
501C3
HEALTH
5,000
PLANNED PARENTHOOD LOS ANGELES
400 WEST 30TH STREET
LOS ANGELES
,
CA
90007
NONE
501C3
HEALTH
50,000
POLICE ATHLETIC LEAGUE
34 1/2 EAST 12TH STREET
NEW YORK
,
NY
10003
NONE
501C3
CHILDREN/YOUTH
15,000
PRESIDENT & FELLOWS OF HARVARD COLLEGE
45 FRANCIS AVENUE
CAMBRIDGE
,
MA
01238
NONE
501C3
EDUCATION
35,000
RIDE ON LA
10860 TOPANGA CANYON BOULEVARD
CHATSWORTH
,
CA
91311
NONE
501C3
HUMAN SERVICES
10,000
RIGHTEOUS PERSONS FOUNDATION
11400 W OLYMPIC BLVD STE 550
LOS ANGELES
,
CA
90064
NONE
501C3
PUBLIC, SOCIETAL BENEFIT
2,000,000
SAG HARBOR CINEMA ARTS CENTER INC
PO BOX 152
SAG HARBOR
,
NY
11963
NONE
501C3
ARTS, CULTURE & HUMANITIES
1,000,000
SANTA BARBARA INTERNATIONAL FILM FESTIVAL INC
2064 ALAMEDA PADRE SERRA
SANTA BARBARA
,
CA
93103
NONE
501C3
ARTS, CULTURE & HUMANITIES
15,000
SAVE THE CHILDREN FOUNDATION INC
501 KINGS HWY EAST SUITE 400
FAIRFIELD
,
CT
06825
NONE
501C3
INTERNATIONAL FOREIGN AFFAIRS
151,500
SCREEN ACTORS GUILD - AMERICAN
5757 WILSHIRE BLVD SUITE 124
LOS ANGELES
,
CA
90036
NONE
501C3
ARTS, CULTURE & HUMANITIES
10,000
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRIVE
LOS ANGELES
,
CA
90035
NONE
501C3
ARTS, CULTURE & HUMANITIES
50,000
SOLUTIONS JOURNALISM NETWORK INC
79 MADISON AVENUE 2ND FLOOR 224
NEW YORK
,
NY
10016
NONE
501C3
MEDIA
250,000
SOUTHAMPTON HOSPITAL FOUNDATION INC
240 MEETING HOUSE LANE
SOUTHAMPTON
,
NY
11968
NONE
501C3
HEALTH
10,000
STRIVE FOUNDATION
9124 S MAIN STREET
LOS ANGELES
,
CA
90003
NONE
501C3
CHILDREN/YOUTH
25,000
TAKING THE REINS
3919 1/2 RIGALI AVENUE
LOS ANGELES
,
CA
90039
NONE
501C3
HUMAN SERVICES
25,000
THE LINK
1210 GLENWOOD AVENUE
MINNEAPOLIS
,
MN
55405
NONE
501C3
CHILDREN/YOUTH
50,000
THE NIGHT MINISTRY
4711 N RAVENSWOOD AVENUE
CHICAGO
,
IL
60640
NONE
501C3
HUMAN SERVICES
50,000
THE RAPE FOUNDATION
1223 WILSHIRE BLVD 410
SANTA MONICA
,
CA
90403
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
25,000
THE SHAKESPEARE CENTER OF LOS ANGELES INC
1238 W 1ST ST
LOS ANGELES
,
CA
90026
NONE
501C3
ARTS,CULTURE & HUMANITIES
50,000
TIDES CENTER
11849 W OLYMPIC BLVD STE 101
LOS ANGELES
,
CA
90064
NONE
501C3
PUBLIC, SOCIETAL BENEFIT
33,000
TREE ACADEMY
5555 W OLYMPIC BLVD
LOS ANGELES
,
CA
90036
NONE
501C3
EDUCATION
56,000
USC SCHOOL OF CINEMATIC ARTS
900 WEST 34TH STREET ROOM 465
LOS ANGELES
,
CA
90089
NONE
501C3
EDUCATION
10,000
UTAH DINE BIKEYAH
352 DENVER ST STE 315
SALT LAKE CITY
,
UT
84111
NONE
501C3
ENVIRONMENT
210,000
UTAH FILM CENTER
122 S MAIN STREET
SALT LAKE CITY
,
UT
84101
NONE
501C3
ARTS, CULTURE & HUMANITIES
260,000
VERA INSTITUTE OF JUSTICE
233 BROADWAY 12TH FLOOR
NEW YORK
,
NY
10279
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
25,000
VIP COMMUNITY MENTAL HEALTH CENTER INC
1721 GRIFFIN AVENUE SUITE 219
LOS ANGELES
,
CA
90031
NONE
501C3
HEALTH
5,000
WELLNESS FOUNDATION
65 DUNEMERE LANE
EAST HAMPTON
,
NY
11937
NONE
501C3
HEALTH
10,000
WESTSIDE CHILDREN'S CENTER INC
5721 WEST SLAUSON AVENUE STE 120
CULVER CITY
,
CA
90230
NONE
501C3
CHILDREN/YOUTH
25,000
WEST END RESIDENCES HDFX INC
475 RIVERSIDE DRIVE SUITE 740
NEW YORK
,
NY
10115
NONE
501C3
HUMAN SERVICES
50,000
YOUNG STORYTELLERS FOUNDATION
923 E 3RD STREET 307
LOS ANGELES
,
CA
90013
NONE
501C3
CHILDREN/YOUTH
25,000
Total
.................................
3a
11,053,266
b
Approved for future payment
ACADEMY OF AMERICAN POETS
75 MAIDEN LANE SUITE 901
NEW YORK
,
NY
10038
NONE
501C3
ARTS, CULTURE & HUMANITIES
30,000
ACLU FUND OF MICHIGAN
2966 WOODWARD AVE
DETROIT
,
MI
48201
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
200,000
ALLIANCE FOR YOUTH ORGANIZING
915 5TH ST NW
WASHINGTON
,
DC
20001
NONE
501C3
CIVIC ENGAGEMENT
250,000
AMERICAN HEART ASSOCIATION INC
816 SOUTH FIGUEROA STREET
LOS ANGELES
,
CA
90017
NONE
501C3
HEALTH
10,000
ANPO WICAHPI PINE RIDGE GIRLS SCHOOL INC
2237 BIA 27
PORCUPINE
,
SD
57772
NONE
501C3
EDUCATION
82,500
BAIS BETZALEL INC
8850 - 8854 W PICO BLVD
LOS ANGELES
,
CA
90035
NONE
501C3
RELIGION-RELATED
50,000
BARACK OBAMA FOUNDATION
5235 SOUTH HARPER COURT SUITE 1140
CHICAGO
,
IL
60615
NONE
501C3
PUBLIC, SOCIETAL BENEFIT
8,000,000
BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES
800 S FIGUEROA STREET SUITE 620
LOS ANGELES
,
CA
90017
NONE
501C3
CHILDREN/YOUTH
50,000
BLACK VOTERS MATTER
3390 STONEWALL TELL RD
ATLANTA
,
GA
30349
NONE
501C3
CIVIC ENGAGEMENT
100,000
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW 10TH FLOOR
WASHINGTON
,
DC
20005
NONE
501C3
CIVIC ENGAGEMENT
250,000
DEER HILL FOUDNATION
PO BOX 180
MANCOS
,
CO
81328
NONE
501C3
ENVIRONMENT
10,000
ELEANOR WHITMORE EARLY CHILDHOOD CENTER INC
POBOX 63
EAST HAMPTON
,
NY
11937
NONE
501C3
EDUCATION
30,000
ELLEN P HERMANSON FOUNDATION
200 WEST END AVENUE SUITE 12G
NEW YORK
,
NY
10023
NONE
501C3
HEALTH
10,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE ST
MONTGOMERY
,
AL
36104
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
500,000
EVERY MOTHER COUNTS
333 HUDSON STREET SUITE 1006
NEW YORK
,
NY
10013
NONE
501C3
HEALTH
10,000
FAIR COUNT
PO BOX 170382
ATLANTA
,
GA
30317
NONE
501C3
CIVIC ENGAGEMENT
250,000
FAITH IN ACTION NETWORK
990 NORTH CAPITOL STREET NE
WASHINGTON
,
DC
20002
NONE
501C3
BRIDGING COMMUNITIES/SOCIAL JUSTICE
200,000
FIRST CORINTHIAN BAPTIST CHURCH INC
1912 ACLAYTON POWELL JR BLVD
NEW YORK
,
NY
10026
NONE
501C3
CIVIC/COMMUNITY
60,000
FRIENDS OF GEORGICA POND FOUNDATION INC
PO BOX 1393
WAINSCOTT
,
NY
11975
NONE
501C3
ENVIRONMENT
100,000
FRIENDS OF THE BRENTWOOD ARTS CENTER
13031 MONTANA AVENUE
LOS ANGELES
,
CA
90049
NONE
501C3
ARTS
75,000
GEFFEN PLAYHOUSE INC
10886 LE CONTE AVENUE
LOS ANGELES
,
CA
90024
NONE
501C3
ARTS, CULTURE & HUMANITIES
400,000
GUILD HALL OF EAST HAMPTON
158 MAIN ST
EAST HAMPTON
,
NY
11937
NONE
501C3
ARTS, CULTURE & HUMANITIES
75,000
HUMAN RIGHTS WATCH INC
350 FIFTH AVE 34TH FLOOR
NEW YORK
,
NY
10118
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
1,250,000
MICHIGAN ORGANIZING PROJECT
4405 WESSON ST
DETROIT
,
MI
48210
NONE
501C3
CIVIC ENGAGEMENT
50,000
MOTHERING JUSTICE
17320 LIVERNOIS AVENUE
DETROIT
,
MI
48221
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
100,000
NATIONAL DOMESTIC WORKERS ALLIANCE
45 BROADWAY SUITE 320
NEW YORK
,
NY
10006
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
150,000
NATIONAL PEOPLE'S ACTION
1130 N MILWAUKEE AVE
CHICAGO
,
IL
60642
NONE
501C3
CIVIC ENGAGEMENT
500,000
NATIONAL REDISTRICTING FOUNDATION
17 EAST MONROE STREET 214
CHICAGO
,
IL
60603
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
125,000
NATIONAL WOMEN'S LAW CENTER
11 DUPONT CIRLCE NW SUITE 800
WASHINGTON
,
DC
20036
NONE
501C3
WOMEN
666,666
NATURE CONSERVANCY
POBOX 5125
EAST HAMPTON
,
NY
11937
NONE
501C3
ENVIRONMENT
10,000
NEW VENTURE FUND
1201 CONNCECTICUT AVENUE NW SUITE
300
WASHINGTON
,
DC
20036
NONE
501C3
SOCIAL JUSTICE
500,000
NEW YORK ACADEMY OF ART
111 FRANKLIN STREET
NEW YORK
,
NY
10013
NONE
501C3
ARTS, CULTURE & HUMANITIES
25,000
OFICINA LEGAL DEL PUEBLO UNIDO INC
1405 MONTOPOLIS DRIVE
AUSTIN
,
TX
78741
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
100,000
ON BEING PROJECT
1619 HENNEPIN AVENUE SOUTH
MINNEAPOLIS
,
MN
55403
NONE
501C3
MEDIA
1,000,000
PARTNERS FOR JUSTICE
125 LINCOLN PLACE
BROOKLYN
,
NY
11217
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
100,000
PECONIC LAND TRUST INCORPORATED
PO BOX 1776
SOUTHAMPTON
,
NY
11969
NONE
501C3
ENVIRONMENT
150,000
PLANNED PARENTHOOD HUDSON PECONIC INC
4 SKYLINE DRIVE
HAWTHORNE
,
CA
10532
NONE
501C3
HEALTH
10,000
POLARIS PROJECT
PO BOX 65323
WASHINGTON
,
DC
20035
NONE
501C3
HUMAN RIGHTS ORGANIZATIONS
200,000
PROGRESS MICHIGAN EDUCATION
614 SEYMOUR AVE
LANSING
,
MI
48933
NONE
501C3
CIVIC ENGAGEMENT
50,000
PROSECUTOR IMPACT
9124 S MAIN STREET
LOS ANGELES
,
CA
90003
NONE
501C3
CHILDREN/YOUTH
150,000
RIGHTEOUS PERSONS FOUNDATION
11400 W OLYMPIC BLVD SUITE 550
LOS ANGELES
,
CA
90064
NONE
501C3
PUBLIC, SOCIETAL BENEFIT
1,142,500
RIGHT TO VOTE FOUNDATION
700 13TH ST NW STE 600
WASHINGTON
,
DC
20005
NONE
501C3
CIVIC ENGAGEMENT
100,000
SANDY HOOK PROMISE FOUNDATION
PO BOX 3489
NEWTOWN
,
CT
06470
NONE
501C3
CHILDREN/YOUTH
300,000
SAVE THE CHILDREN FOUNDATION INC
501 KINGS HWY EAST SUITE 400
FAIRFIELD
,
CT
06825
NONE
501C3
INTERNATIONAL FOREIGN AFFAIRS
141,500
SOUTHAMPTON HOSPITAL FOUNDATION INC
240 MEETING HOUSE LANE
SOUTHAMPTON
,
NY
11968
NONE
501C3
HEALTH
30,000
TIDES CENTER
11849 W OLYMPIC BLVD SUITE 101
LOS ANGELES
,
CA
90064
NONE
501C3
PUBLIC, SOCIETAL BENEFIT
10,000
UTAH DINE BIKEYAH
352 DENVER ST SUITE 315
SALT LAKE CITY
,
UT
84111
NONE
501C3
ENVIRONMENT
200,000
UTAH FILM CENTER
122 S MAIN STREET
SALT LAKE CITY
,
UT
84101
NONE
501C3
ARTS, CULTURE & HUMANITIES
720,000
WHEN WE ALL VOTE
1400 L ST NW
WASHINGTON
,
DC
20005
NONE
501C3
CIVIC ENGAGEMENT
100,000
Total
.................................
3b
18,623,166
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
...........
4
Dividends and interest from securities
....
14
4,894,776
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
............
14
706,855
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
OWL ROCK CAP TECHNOLOGY HLDGS LLC
523920
3,527
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
3,527
5,601,631
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
5,605,158
(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