-
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
10-01-2019
, and ending
09-30-2020
Name of foundation
RESNICK FOUNDATION
% JILL THACKER
Number and street (or P.O. box number if mail is not delivered to street address)
11444 W OLYMPIC BLVD 10FL ATTN TAX
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES
,
CA
90064
A Employer identification number
95-4658095
B
Telephone number (see instructions)
(310) 966-5700
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)
$
28,667,176
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)
10,782,968
2
Check
.............
3
Interest on savings and temporary cash investments
54,041
54,041
4
Dividends and interest from securities
...
276,451
276,451
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
6,395,599
b
Gross sales price for all assets on line 6a
24,737,263
7
Capital gain net income (from Part IV, line 2)
...
6,395,599
8
Net short-term capital gain
.........
3,440,830
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)
.......
43,451
43,451
12
Total.
Add lines 1 through 11
........
17,552,510
6,769,542
3,440,830
13
Compensation of officers, directors, trustees, etc.
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)
....
31,649
31,649
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
276,395
276,395
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
2,202
2,202
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
310,246
276,395
33,851
25
Contributions, gifts, grants paid
.......
24,574,677
24,574,677
26
Total expenses and disbursements.
Add lines 24 and 25
24,884,923
276,395
24,608,528
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-7,332,413
b
Net investment income
(if negative, enter -0-)
6,493,147
c
Adjusted net income
(if negative, enter -0-)
...
3,440,830
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
Savings and temporary cash investments
.........
17,609,626
20,855,667
20,855,667
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
..........
6,235
0
0
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
17,206,139
5,592,403
5,592,403
c
Investments—corporate bonds (attach schedule)
.......
4,998,937
1,619,106
1,619,106
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
)
380,000
600,000
600,000
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
40,200,937
28,667,176
28,667,176
17
Accounts payable and accrued expenses
..........
64,739
18
Grants payable
.................
15,803,516
0
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
)
373,260,411
381,425,609
23
Total liabilities
(add lines 17 through 22)
.........
389,063,927
381,490,348
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
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
-348,862,989
-352,823,172
29
Total net assets or fund balances
(see instructions)
.....
-348,862,989
-352,823,172
30
Total liabilities and net assets/fund balances
(see instructions)
.
40,200,938
28,667,176
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
-348,862,989
2
Enter amount from Part I, line 27a
.....................
2
-7,332,413
3
Other increases not included in line 2 (itemize)
3
4,247,216
4
Add lines 1, 2, and 3
..........................
4
-351,948,186
5
Decreases not included in line 2 (itemize)
5
874,986
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
-352,823,172
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
YOLO DONATION
D
2020-02-21
2020-07-20
b
WABTEC CORP STOCK
D
2019-02-26
2020-04-16
c
GENERAL ELECTRIC STOCK
D
2019-01-07
2020-04-16
d
APPLE INC STOCK
D
2019-01-07
2020-04-16
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
10,782,968
7,342,138
3,440,830
b
188,142
0
188,142
c
4,654,287
6,250,112
-1,595,825
d
9,111,866
4,749,414
4,362,452
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
3,440,830
b
188,142
c
-1,595,825
d
4,362,452
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
6,395,599
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
3,440,830
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
27,372,548
48,639,175
0.562768
2017
20,079,675
50,451,581
0.397999
2016
26,378,025
17,032,644
1.548675
2015
14,499,848
20,749,393
0.698808
2014
19,417,263
9,319,680
2.083469
2
Total
of line 1, column (d)
.....................
2
5.291719
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
1.058344
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
33,143,480
5
Multiply line 4 by line 3
......................
5
35,077,203
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
64,931
7
Add lines 5 and 6
........................
7
35,142,134
8
Enter qualifying distributions from Part XII, line 4
,.............
8
24,608,528
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
129,863
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
3
Add lines 1 and 2
...........................
3
129,863
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
129,863
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
281,496
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
281,496
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
1,193
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
150,440
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
10,000
Refunded
11
140,440
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
JILL THACKER
Telephone no.
(310) 966-5700
Located at
11444 W OLYMPIC BLVD 10TH FL
LOS ANGELES
CA
ZIP+4
90064
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
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
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
STEWART A RESNICK
DIRECTOR, PRESIDENT
0
0
0
0
11444 W OLYMPIC BLVD 10TH FL
LOS ANGELES
,
CA
90064
LYNDA R RESNICK
DIRECTOR, CHAIRPERSON
0
0
0
0
11444 W OLYMPIC BLVD 10TH FL
LOS ANGELES
,
CA
90064
CRAIG B COOPER
CHIEF LEGAL OFFCR & SECRETARY
0
0
0
0
11444 W OLYMPIC BLVD 10TH FL
LOS ANGELES
,
CA
90064
JORDAN P WEISS
CHIEF TAX OFFICER
0
0
0
0
11444 W OLYMPIC BLVD 10TH FL
LOS ANGELES
,
CA
90064
JEREMIAH L KALAN
VICE PRESIDENT & TREASURER
0
0
0
0
11444 W OLYMPIC BLVD 10TH FL
LOS ANGELES
,
CA
90064
STEPHEN HOWE
SVP AND CHIEF FINANCIAL OFFCR
0
0
0
0
11444 W OLYMPIC BLVD 10TH FL
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
Total
number of other employees paid over $50,000
...................
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
Total
number of others receiving over $50,000 for professional services
.............
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
NONE
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
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
16,011,699
b
Average of monthly cash balances
.......................
1b
17,636,504
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
33,648,203
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
33,648,203
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
504,723
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
33,143,480
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,657,174
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
1,657,174
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
129,863
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
129,863
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,527,311
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
1,527,311
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,527,311
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
24,608,528
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
24,608,528
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
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
24,608,528
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
1,527,311
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
2017
,
2016
,
2015
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
19,136,922
b
From 2015
......
13,470,477
c
From 2016
......
25,578,779
d
From 2017
......
17,586,996
e
From 2018
......
24,961,648
f
Total
of lines 3a through e
........
100,734,822
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
24,608,528
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
1,527,311
e
Remaining amount distributed out of corpus
23,081,217
5
Excess distributions carryover applied to 2019.
(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
123,816,039
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
......
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)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
19,136,922
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
104,679,117
10
Analysis of line 9:
a
Excess from 2015
....
13,470,477
b
Excess from 2016
....
25,578,779
c
Excess from 2017
....
17,586,996
d
Excess from 2018
....
24,961,648
e
Excess from 2019
....
23,081,217
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).)
STEWART A RESNICK
LYNDA R RESNICK
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
826NYC
372 5TH AVENUE
BROOKLYN
,
NY
81611
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
30,000
ACUMEN FUND
40 WORTH STREET SUITE 303
NEW YORK
,
NY
10013
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
50,000
AG ONE FOUNDATION
2910 E BARSTOW MS OF 115
FRESNO
,
CA
937400001
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
150,000
ALMA BACKYARD FARM
453 N ALMA AVE
LOS ANGELES
,
CA
900634103
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
100,000
AMERICAN FRIENDS OF IDC
142 W 57TH STREET 11TH FLOOR
NEW YORK
,
NY
10019
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
500,000
AMERICAN FRIENDS OF TEL AVIV UNIVERSITY
39 BROADWAY STE 1510
NEW YORK
,
NY
100063083
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
250,000
AMERICAN JEWISH WORLD SERVICE
45 W 36TH STREET
NEW YORK
,
NY
10018
NONE
PF
DONEE'S TAX EXEMPT PURPOSE
25,000
ASPEN INSTITUTE
1000 N THIRD ST
ASPEN
,
CO
81611
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
1,400,000
ASPEN JOURNALISM
1280 S UTE AVENUE SUITE 4
ASPEN
,
CO
81611
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
5,000
ASPEN VALLEY LAND TRUST
320 MAIN ST STE 204
CARBONDALE
,
CO
816232085
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
5,000
BAKERSFIELD HOMELESS CENTER
1600 E TRUXTON AVE
BAKERSFIELD
,
CA
93305
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
13,500
BEVERLY HILLS WOMEN'S CLUB
1700 CHVEY CHASE DR
BEVERLY HILLS
,
CA
90210
NONE
PC
FOR DONEE'S EXEMPT PURPOSE
500
BIG SUNDAY
140 N MCCADDEN PLACE
LOS ANGELES
,
CA
90004
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
18,000
BOULDER CREST RETREAT FOR WOUNDED WARRIORS
PO BOX 117
BLUEMONT
,
VA
20135
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
200,000
BOYS & GIRLS CLUB OF KERN
PO BIN 5J
BAKERSFIELD
,
CA
93385
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
11,500
BREAST CANCER RESEARCH FOUNDATION
28 WEST 44TH STREET SUITE 609
NEW YORK
,
NY
10036
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
25,000
CALY POLY FOUNDATION
CAL POLY STATE UNIVERSITY-ADVANCEME
SAN LUIS OBISPO
,
CA
93407
NONE
PC
FOR DONEE'S EXEMPT PURPOSE
500,000
CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION
PO BOX 479
SALINAS
,
CA
93902
NONE
PC
FOR DONEE'S EXEMPT PURPOSE
500,000
CALIFORNIA COMMUNITY FOUNDATION
221 S FIGUEROA STREET SUITE 400
LOS ANGELES
,
CA
90012
NONE
PC
FOR DONEE'S EXEMPT PURPOSE
25,000
CALIFORNIA INSTITUTE OF TECHNOLOGY
DEVELOPMENT AND ALUMNI RELATIONS MA
PASADENA
,
CA
91125
NONE
PC
FOR DONEE'S EXEMPT PURPOSE
50,000
CALIFORNIA STATE SUMMER SCHOOL ARTS FOUNDATION
1401 HIGHLAND AVE
DUARTE
,
CA
91010
NONE
PC
FOR DONEE'S EXEMPT PURPOSE
15,000
CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION
4910 N CHESTNUT AVE
FRESNO
,
CA
937261852
NONE
PC
FOR DONEE'S EXEMPT PURPOSE
2,010,000
CARBONFUNDORG FOUNDATION
853 MAIN STREET
EAST AURORA
,
NY
14052
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
1,893
CENTRAL VALLEY COMMUNITY FOUNDATION
5260 N PALM AVENUE SUITE 122
FRESNO
,
CA
93704
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
570,636
CHALLENGE ASPEN
PO BOX 6639
SNOWMASS VILLAGE
,
CO
81615
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
5,000
COMMONWEALTH COMMON HEALTH EMERGENY FUND
499 EAST HIGH STREET SUITE 112
LEXINGTON
,
KY
40507
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
15,000
COMMUNITY FOUNDATION OF GREENVILLE
630 E WASHINGTON ST
GREENVILLE
,
SC
29601
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
5,000
COMMUNITY PARTNERS FBO LA FOOD POLICY COUNCIL
PO BOX 741265
LOS ANGELES
,
CA
900741265
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
89,777
CONPRMETIDOS
850 CALLE DEL PARQUE
SAN JUAN
,
PR
009092851
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
10,000
CONSERVATION INTERNATIONAL
2011 CRYSTAL DR STE 500
ARLINGTON
,
VA
22202
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
1,000,000
DRAKE UNIVERSITY
2507 UNIVERSITY AVE
DES MOINES
,
IA
503114505
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
125,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE ST
MONTGOMERY
,
AL
361042538
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
150,000
FIJI WATER FOUNDATION
11444 W OLYMPIC BLVD
LOS ANGELES
,
CA
90064
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
1,098,451
FOOD INC
4010 E AMENDOLA DR
FRESNCO
,
CA
93725
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
26,000
FRESNO ART MUSEUM
2233 N FIRST ST
FRESNCO
,
CA
93703
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
5,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
PO BOX 4224
NEW YORK
,
NY
10163
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
128,000
GIRL SCOUTS OF CENTRAL CALIFORNIA SOUTH
1377 W SHAW AVENUE
FRESNO
,
CA
93711
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
2,000
HAMMER MUSEUM
10899 WILSHIRE BLVD
LOS ANGELES
,
CA
900244201
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
6,000,000
HARVEST HOME INC
2118 WILSHIRE BLVD 358
SANTA MONICA
,
CA
904035704
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
100,000
HEARING HEALTH FOUNDATION
363 SEVENTH AVE 10TH FLOOR
NEW YORK
,
NY
100013904
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
25,000
HENRIETTA WEILL MEMORIAL CHILD GUIDANCE CLINIC
3628 STOCKDALE HWY
BAKERSFIELD
,
CA
933092153
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
9,500
HOMEBOY INDUSTRIES
130 W BRUNO ST
LOS ANGELES
,
CA
90012
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
100,000
HUMAN-I-T
2202 S ATLANTIC BLVD
COMMERCE
,
CA
900403951
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
4,000
INSIGHT GARDEN PROGRAM
2345 WOOLSEY ST
BERKELEY
,
CA
947051940
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
75,000
INSIGHT LA
PO BOX 7278
SANTA MONICA
,
CA
90406
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
99,000
INTERNATIONAL MENTAL HEALTH RESEARCH ORGANIZATION
PO BOX 680
RUTHERFORD
,
CA
94573
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
50,000
JEWISH FEDERATION OF GREATER LOS ANGELES
6505 WILSHIRE BLVD STE 1000
LOS ANGELES
,
CA
90048
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
250,000
KABBALAH CENTRE
1062 S ROBERTSON BLVD
LOS ANGELES
,
CA
90035
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
10,000
KAKENYA'S DREAM
4250 FAIRFAX DR STE 600
ARLINGTON
,
VA
222031665
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
50,000
KARUNA-SHECHEN USA
109 MOWBRAY DR
KEW GARDENS
,
NY
114151437
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
10,000
KERN COMMUNITY COLLEGE DISTRICT
2100 CHESTER AVE
BAKERSFIELD
,
CA
93301
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
91,219
KINGDOM CAUSES BELLFLOWER
16429 BELLFLOWER BLVD
BELLFLOWER
,
CA
907065414
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
25,000
KINGS CANYON UNIFIED SCHOOL DISTRICT
1801 10TH STREET
REEDLEY
,
CA
93654
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
30,867
ENTERTAINMENT INDUSTRY FBO KNOW YOUR RIGHTS CAMP
10880 WILSHIRE BLVD SUITE 1400
LOS ANGELES
,
CA
90024
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
10,000
LES DAMES D'ASPEN
PO BOX 609
ASPEN
,
CO
81612
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
1,500
LINCOLN CENTER FOR THE PERFORMING ARTS INC
70 LINCOLN CENTER PLAZA
NEW YORK
,
NY
90024
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
25,000
LOS ANGELES COUNTY MUSEUM OF ART
5905 WILSHIRE BLVD
LOS ANGELES
,
CA
90036
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
450,000
LOS ANGELES MISSION
303 E 5TH ST
LOS ANGELES
,
CA
900131505
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
30,000
LOS ANGELES REGIONAL FOOD BANK
1734 E 41ST ST
LOS ANGELES
,
CA
90058
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
25,000
CENTRAL VALLEY COMMUNITY FOUNDATION FBO LHCF
14688 LOST HILLS RD
LOST HILLS
,
CA
93249
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
104,000
MACDOWELL COLONY INC
521 W 23RD STREET 2ND FLOOR
NEW YORK
,
NY
10011
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
25,000
MADDY INSTITUTE
4910 N CHESTNUT AVE
FRESNO
,
CA
93726
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
69,549
MARINE TOYS FOR TOTS FOUNDATION BAKERSFIELD
4215 DANUBE STREET
BAKERSFIELD
,
CA
93308
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
23,000
MARJAREE MASON CENTER INC
1600 M STREET
FRESNO
,
CA
93721
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
25,000
MARYMOUNT HIGH SCHOOL
10643 SUNSET BLVD
LOS ANGELES
,
CA
90077
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
10,000
MENDOTA UNIFIED SCHOOL DISTRICT
115 MCCABE AVE
MENDOTA
,
CA
936402049
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
60,000
MIDNIGHT MISSION
601 S SAN PEDRO ST
LOS ANGELES
,
CA
90014
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
25,000
MILKEN INSTITUTE
1250 FOURTH STREET
SANTA MONICA
,
CA
904011353
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
2,500,000
MUSEUM OF COMTEMPORARY ART (MOCA)
250 SOUTH GRAND AVENUE
LOS ANGELES
,
CA
90012
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
25,000
NATIONAL CONSTITUTION CENTER
INDEPENDENCE MAIL - 525 ARCH ST
PHILADELPHIA
,
PA
191061514
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
5,000
NATIONAL FOSTER YOUTH INSTITUTE
3530 WILSHIRE BLVD SUITE 1601
LOS ANGELES
,
CA
90010
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
5,000
NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE ROAD SUITE 1200
JENKITOWN
,
PA
190463549
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
890,000
NEW YORK RESTORATION PROJECT
254 WEST 31ST STREET 10TH FLOOR
NEW YORK
,
NY
100012813
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
30,000
OPERATION GRATITUDE
9409 OWENSMOUTH AVE
CHATSWORTH
,
CA
91311
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
22,049
PS ARTS
6701 CENTER DRIVE SUITE 550
LOS ANGELES
,
CA
90045
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
111,800
PATHFINDRERS
PO BOX 11799
ASPEN
,
CO
81612
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
5,000
PEOPLE ASSISTING THE HOMELESS
340 N MADISON AVE
LOS ANGELES
,
CA
90004
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
25,000
PEOPLE FOR THE AMERICAN WAY FOUNDATION
1101 15TH ST NW STE 600
WASHINGTON
,
DC
200055002
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
10,000
PITKIN COUNTRY LIBRARY
120 N MILL ST
ASPEN
,
CO
81611
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
2,500
REEDLEY COLLEGE
995 N RRED AVE
REEDLEY
,
CA
93654
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
16,298
REEDLEY MIDDLE COLLEGE CHARTER HIGH SCHOOL
604 ROSE AVE
VENICE
,
CA
90291
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
92,500
REEF-SUNSET UNIFIIED SCHOOL DISTRICT
205 N PARK AVE
AVENAL
,
CA
93204
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
135,000
ROARING FORK MOUNTAIN BIKE ASSOCIATION -RFMBA
PO BOX 2635
ASPEN
,
CO
816122635
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
10,000
SANGER UNIFIED SCHOOL DISTRICT
1905 SEVENTH STREET
SANGER
,
CA
93657
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
90,000
SHARE OUR STRENGTH
PO BOX 75475
BALTIMORE
,
MD
212755475
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
25,000
SHAREWELL fbo CAYTON CHILDREN'S MUSEUM
395 SANTA MONICA PL STE 374
SANTA MONICA
,
CA
904013475
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
250,000
SKIRBALL CULTURAL CENTER
2701 N SEPLUVEDA BLVD
LOS ANGELES
,
CA
900496833
NONE
DONEE'S TAX EXEMPT PURPOSE
10,000
SOCIAL COMPASSION IN LEGISLATION
PO BOX 1125
LAGUNA BEACH
,
CA
926521125
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
1,000
THE PEOPLE CONCERN
526 SAN PEDRO ST
LOS ANGELES
,
CA
90013
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
250,000
GIVE INLIEU FOUNDATION FBO WILLIAM DANIEL MILLS
5555 N LAMAR BLVD SUITE E-109
AUSTIN
,
TX
787511001
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
5,000
THEATRE ASPEN
110 EAST HALLAM STREET SUITE 103
ASPEN
,
CO
81611
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
25,000
TOYS FOR TOTS FOUNDATION DELANO
1824 TERRACE PLACE
DELANO
,
CA
93215
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
40,000
UCLA FOUNDATION
10889 WILSHIRE BLVD STE 1100
LOS ANGELES
,
CA
90024
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
180,000
UCLA FOUNDATION - UCLA SCHOOL OF LAW
10920 WILSHIRE BLVD STE 900
LOS ANGELES
,
CA
90095
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
150,000
UCSF FOUNDATION
BOX 45339
SAN FRANCISCO
,
CA
941450339
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
200,000
UNITED FRIENDS OF THE CHILDREN
1055 WILSHIRE BLVD STE 1955
LOS ANGELES
,
CA
90017
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
30,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3551 TROUSDALE PARKWAY
LOS ANGELES
,
CA
90089
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
35,000
VENICE FAMILY CLINIC
604 ROSE AVENUE
VENICE
,
CA
90291
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
25,000
WEB DU BOIS INSTITUTE
104 MOUNT AUBURN ST 3R
CAMBRIDGE
,
MA
02138
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
15,000
WASCO UNION SCHOOL DISTRICT
2100 7TH ST
WASCO
,
CA
93280
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
90,000
WASHINGTON UNIFIED SCHOOL DISTRICT
7950 S ELM AVE
FRESNO
,
CA
93706
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
92,500
WEST HILLS COLLEGE COALINGA
300 CHERRY LANE
COALINGA
,
CA
93210
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
29,000
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUE
NEW YORK
,
NY
10021
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
50,000
WHILSHIRE BLVD TEMPLE
3663 WILSHIRE BLVD STE 2416
LOS ANGELES
,
CA
90010
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
100,000
WOMEN'S GUILD CEDARS-SINAI
8700 BEVERLY BLVD STE 2416
LOS ANGELES
,
CA
90048
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
100,000
UCLA MEDICAL
10889 WILSHIRE BLVD SUITE 1200
LOS ANGELES
,
CA
90024
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
421,509
KERN COUNTY SCHOOLS
1300 7TH ST
BAKERSFIELD
,
CA
93301
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
10,070
Wonderful College Prep Academy
PO BOX 97
LOST HILLS
,
CA
93249
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
1,527,559
THE JEWISH MUSEUM
1109 FIFTH AVENUE
NEW YORK
,
NY
10128
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
10,000
Total
.................................
3a
24,574,677
b
Approved for future payment
LACMA - ARTWORK
5905 WILSHIRE BLVD
LOS ANGELES
,
CA
90048
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
9,645,000
MILKEN INSTITUTE
1250 4TH ST 2ND FL
SANTA MONICA
,
CA
90401
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
12,500,000
ASPEN INSTITUTE
1000 N THIRD ST
ASPEN
,
CO
81611
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
1,000,000
BOULDER CREST RETREAT FOUNDATION
PO BOX 117
BLUEMONT
,
VA
20135
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
200,000
CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION
PO BOX 479
SALINAS
,
CA
93902
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
1,000,000
THE HARKIN INSTITUTE OF PUBLIC POLICY
2429 UNIVERSITY AVE
DES MOINES
,
IA
50311
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
125,000
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 EAST CALIFORNIA BLVD
PASADENA
,
CA
91125
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
403,075,015
HAMMER MUSEUM
10899 WILSHIRE BLVD
LOS ANGELES
,
CA
90024
NONE
PC
DONEE'S TAX EXEMPT PURPOSES
12,000,000
CAL POLY
1 GRAND AVE
SAN LUIS OBISPO
,
CA
93407
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
1,500,085
FRIENDS OF ISRAEL DEFENSE FORCES
142 w 57TH STREET 11TH FLOOR
NEW YORK
,
NY
10019
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
256,000
826NYC
372 5TH AVE
BROOKLYN
,
NY
11215
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
30,000
CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION
5241 N MAPLE AVE
FRESNO
,
CA
93740
NONE
PC
DONEE'S TAX EXEMPT PURPOSE
8,000,000
WEST HILLS COLLEGE COALINGA
300 CHERRY LANE
COALINGA
,
CA
93210
NONE
DONEE'S TAX EXEMPT PURPOSE
60,000
Total
.................................
3b
449,391,100
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
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
330,492
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)
..
330,492
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
330,492
(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