Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE BARRY AND WENDY MEYER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)16030 VENTURA BLVD STE 380
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ENCINO, CA91436
A Employer identification number

95-4754104
B Telephone number (see instructions)

(818) 905-9500
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$17,111,302
J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 367,177 361,078  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -605,020
b Gross sales price for all assets on line 6a 7,309,649
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 757 757  
12 Total. Add lines 1 through 11........ -237,086 361,835  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 368 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 64,791 64,791   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,402 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14,583 0   373
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 82,144 64,791   373
25 Contributions, gifts, grants paid....... 2,648,965 2,648,965
26 Total expenses and disbursements. Add lines 24 and 25 2,731,109 64,791   2,649,338
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,968,195
b Net investment income (if negative, enter -0-) 297,044
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing............. 57,107 86,219 86,219
2 Savings and temporary cash investments......... 2,022,135 431,138 431,138
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,606,109 Click to see attachment3,129,028 3,234,207
b Investments—corporate stock (attach schedule)....... 11,396,977 Click to see attachment6,513,773 10,982,379
c Investments—corporate bonds (attach schedule)....... 382,479 Click to see attachment2,336,454 2,377,359
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,464,807 12,496,612 17,111,302
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
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 15,464,807 12,496,612
29 Total net assets or fund balances (see instructions)..... 15,464,807 12,496,612
30 Total liabilities and net assets/fund balances (see instructions). 15,464,807 12,496,612
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
15,464,807
2
Enter amount from Part I, line 27a .....................
2
-2,968,195
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,496,612
5
Decreases not included in line 2 (itemize) bullet
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
12,496,612
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES - MORGAN STANLEY 3423      
b PUBLICLY TRADED SECURITIES - MORGAN STANLEY 3423      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,183,769   1,281,882 -98,113
b 6,110,663   6,632,787 -522,124
c 15,217     15,217
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -98,113
b       -522,124
c       15,217
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -605,020
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 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,129
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,129
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,129
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 12,801
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,801
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8,672
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet8,672 RefundedBullet 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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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
     
    No
    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)
    bulletCA
    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 2020 or the taxable year beginning in 2020? 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. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletPHILPOTT MEEKS Telephone no.bullet (818) 905-9500

    Located atbullet16030 VENTURA BLVD STE 380ENCINOCA ZIP+4bullet91436
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    WENDY MEYER PHD PRESIDENT
    10.00
    0 0 0
    16030 VENTURA BLVD STE 380
    ENCINO,CA91436
    BARRY MEYER CFO AND SECRETARY
    10.00
    0 0 0
    16030 VENTURA BLVD STE 380
    ENCINO,CA91436
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    15,221,358
    b
    Average of monthly cash balances.......................
    1b
    1,198,953
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,420,311
    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
    16,420,311
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    246,305
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,174,006
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    808,700
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    808,700
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,129
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,129
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    804,571
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    804,571
    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
    804,571
    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
    2,649,338
    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
    2,649,338
    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
    2,649,338
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 804,571
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 655,934
    b From 2016...... 1,303,168
    c From 2017...... 419,925
    d From 2018...... 79,027
    e From 2019...... 637,837
    fTotal of lines 3a through e........ 3,095,891
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,649,338
    a Applied to 2019, 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 2020 distributable amount..... 804,571
    e Remaining amount distributed out of corpus 1,844,767
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,940,658
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    655,934
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    4,284,724
    10 Analysis of line 9:
    a Excess from 2016.... 1,303,168
    b Excess from 2017.... 419,925
    c Excess from 2018.... 79,027
    d Excess from 2019.... 637,837
    e Excess from 2020.... 1,844,767
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    WENDY MEYER PHD
    BARRY MEYER
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    BUDDHIST TZU CHI FOUNDATION
    1100 S VALLEY CENTER AVE
    SAN DIMAS,CA91773
    NONE PUBLIC TO RELEIVE THE SUFFERING OF THOSE IN NEED, AND CREATE A BETTER WORLD FOR ALL 10,000
    ALMA FAMILY SERVICES
    900 CORPORATE CENTER DRIVE SUITE
    350
    MONTEREY PARK,CA91754
    NONE PUBLIC TO PROVIDE A COMPREHENSIVE RANGE OF MULTILINGUAL COMMUNITY BASED SERVICES FOR FAMILIES INCLUDING THOSE WITH SPECIAL NEEDS 10,000
    AMERICAN DIABETES ASSOCIATION
    2451 CRYSTAL DRIVE SUITE 900
    ARLINGTON,VA22202
    NONE PUBLIC TO EDUCATE THE PUBLIC ABOUT DIABETES AND TO HELP THOSE AFFECTED BY IT THROUGH FUNDING RESEACH TO MANAGE, CURE AND PREVENT DIABETES 2,500
    UNIVERSITY OF SOUTHERN CALIFORNIA
    669 W 34TH ST
    LOS ANGELES,CA90089
    NONE PUBLIC DEVELOPMENT OF HUMAN BEINGS AND SOCIETY AS A WHOLE THROUGH THE CULTIVATION AND ENRICHMENT OF THE HUMAN MIND AND SPIRIT 51,000
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024
    NONE PUBLIC TO MAKE CRITICAL INVESTMENTS TO KEEP HOLOCAUST MEMORY ALIVE AS A RELEVANT, TRANSFORMATIVE FORCE IN THE 21ST CENTURY 10,000
    GEFFEN PLAYHOUSE
    10886 LE CONTE AVENUE
    WESTWOOD VILLAGE,CA90024
    NONE PUBLIC EDUCATION AND OUTREACH PROGRAM TARGETING STUDENTS, SENIORS AND EVERYONE IN BETWEEN WHO OTHERWISE WOULD NOT HAVE ACCESS TO LIVE THEATER 15,000
    CHILDREN'S ACTION NETWORK (CAN)
    11849 W OLYMPIC BLVD STE 101
    LOS ANGELES,CA90064
    NONE PUBLIC TO INCREASE AWARENESS ABOUT CHILDREN'S ISSUES 1,000
    THE RAPE FOUNDATION
    1223 WILSHIRE BLVD NO 410
    SANTA MONICA,CA90403
    NONE PUBLIC PROVIDES ANONYMOUS SUPPORT FOR SEXUAL ASSAULT VICTIMS 2,500
    ACLU (AMERICAN CIVIL LIBERTIES UNION) FOUNDATION OF SOUTHERN CALIFORNIA
    1313 WEST EIGHTH STREET
    LOS ANGELES,CA90017
    NONE PUBLIC WORKING IN COURTS, LEGISLATURES, AND COMMUNITIES TO DEFEND RIGHTS 60,000
    THE CAMPAIGN FOR THE FAIR SENTENCING OF YOUTH
    1319 F STREET NW SUITE 303
    WASHINGTON,DC20004
    NONE PUBLIC TO FIGHT TO END SENTENCING CHILDREN TO PRISON WITHOUT PAROLE 10,000
    SMITHSONIAN INSTITUTION
    14TH ST CONSTITUTION AVE NW
    WASHINGTON,DC20560
    NONE PUBLIC TO COLLECT, PRESERVE AND DISPLAY THE HERITAGE OF THE USA 30,860
    THE VOTER PARTICIPATION CENTER (VPC)
    1707 L ST NW STE 300
    WASHINGTON,DC20036
    NONE PUBLIC TO HELP WITH THE EFFORTS TO INCREASE THE PARTICIPATION OF UNMARRIEDE WOMEN, PEOPLE OF COLOR, AND YOUNG PEOPLE IN THE VOTING PROCESS 5,000
    INQUILINOS UNIDOS (IU)
    1709 W 8TH ST STE B
    LOS ANGELES,CA90017
    NONE PUBLIC TO IDENTIFY, TRAIN, AND ORGANIZE TENANT LEADERS IN LOS ANGELES 1,000
    LOS ANGELES REGIONAL FOOD BANK
    1734 E 41ST STREET
    LOS ANGELES,CA90058
    NONE PUBLIC TO MOBILIZE RESOURCES TO FIGHT HUNGER IN THE COMMUNITY 25,000
    KCRW FOUNDATION
    1900 PICO BLVD
    SANTA MONICA,CA90405
    NONE PUBLIC PUBLIC RADIO STATION BROADCASTING NATIONAL PUBLIC RADIO AND NEWS 15,000
    CASA (COURT APPOINTED SPECIAL ADVOCATES) FOR CHILDREN OF LOS ANGELES
    201 CENTRE PLAZA DRIVE ROOM 1100
    MONTEREY PARK,CA91754
    NONE PUBLIC TO MOBILIZE COMMUNITY VOLUNTEERS TO ADVOCATE FOR ABUSED AND NEGLECTED CHILDREN 12,000
    THE CHILDREN'S LAW CENTER OF LOS ANGELES
    201 CENTRE PLAZA DRIVE SUITE 10
    MONTEREY PARK,CA91754
    NONE PUBLIC TO SUPPORT COUNTY'S ABUSED AND NEGLECTED YOUTH 15,000
    THE MUSEUM OF CONTEMPORARY ART LOS ANGELES (MOCA)
    250 SOUTH GRAND AVENUE
    LOS ANGELES,CA90012
    NONE PUBLIC SUPPORTS THE MOST SIGNIFICANT AND CHALLENGING ART OF ITS TIME, PLACES IT IN HISTORICAL CONTEXT AND LINKS THE RANGE OF THE VISUAL ARTS TO CONTEMPORARY CULTURE 517
    HAPPY TRAILS FOR KIDS
    2525 OCEAN PARK BL STE 104
    SANTA MONICA,CA90405
    NONE PUBLIC TO PROVIDE SUPPORT YEAR AROUND TO CHILDREN IN FOSTER CARE 5,000
    GLOBAL GLIMPSE
    2991 SHATTUCK AVE STE 304
    BERKELEY,CA94705
    NONE PUBLIC TO PROVIDE AMERICAN YOUTH WITH EXPERIENCE FIRST-HAND EXPOSURE TO DIFFERENT COUNTRIES, CULTURES AND PEOPLE, IN ORDER TO UNDERSTAND VIOLENT CONFLICT, POVERTY, CORRUPTION, HUNGER, INEQUALITY, GLOBAL WARMING 10,000
    DOCTORS WITHOUT BORDERS
    333 SEVENTH AVENUE 2ND FLOOR
    NEW YORK,NY10001
    NONE PUBLIC THE WORLD'S LARGEST PRIVATE HUMANITARIAN RELIEF ORGANIZATION TO EASE PAIN AND SUFFERING 5,000
    ALLIANCE FOR CHILDREN'S RIGHTS
    3333 WILSHIRE BLVD SUITE 550
    LOS ANGELES,CA90010
    NONE PUBLIC TO IMPROVE THE LIVES AND FUTURES OF CHILDREN 15,000
    NATIONAL FOSTER YOUTH INSTITUTE (NFYI)
    3550 WILSHIRE BLVD STE 1601
    LOS ANGELES,CA90010
    NONE PUBLIC TO IMPROVE OUTCOMES FOR FOSTER YOUTH 300,000
    JEWISH FAMILY SERVICE OF LOS ANGELES
    3580 WILSHIRE BLVD SUITE 700
    LOS ANGELES,CA90010
    NONE PUBLIC ENRICHES THE COMMUNITY AND IMPROVES THE LIVES OF COUNTLESS MEN AND WOMEN 1,000
    I HAVE A DREAM FOUNDATION
    3580 WILSHIRE BLVD SUITE 720
    LOS ANGELES,CA90010
    NONE PUBLIC TO PROVIDE TUITION SUPPORT TO CHILDREN IN LOW INCOME COMMUNITIES 10,000
    PBS NEWSHOUR
    3939 CAMPBELL AVENUE
    ARLINGTON,VA22206
    NONE PUBLIC TO ALLOW NEWSHOUR TO CONTINUE TO PROVIDE SERIOUS, INNOVATIVE, AND INDEPENDENT REPORTING TO ITS AUDIENCES 10,000
    PLANNED PARENTHOOD
    400 WEST 30TH STREET
    LOS ANGELES,CA90007
    NONE PUBLIC TO PROVIDE SEXUAL AND REPRODUCTIVE HEALTH CARE EDUCATION 5,000
    THE UNIVERSITY OF VERMONT FOUNDATION
    411 MAIN STREET
    BURLINGTON,VT05401
    NONE PUBLIC TO SECURE AND MANAGE PRIVATE SUPPORT FOR THE MAXIMAZATION OF PHILANTHROPIC INVESTMENT 350,000
    FOSTERING MEDIA CONNECTIONS
    412 W 6TH STREET SUITE 1111
    LOS ANGELES,CA90014
    NONE PUBLIC TO DRIVE PUBLIC AND POLITICAL WILL TO ADVANCE CHILD WELFARE REFORM 10,000
    ANTI-RECIDIVISM COALITION (ARC)
    448 SOUTH HILL STREET STE 908
    LOS ANGELES,CA90013
    NONE PUBLIC TO REDUCE INCARCERATION IMPROVE THE OUTCOMES OF FORMERLY INCARCERATED AND TO BUILD HEALTHIER COMMUNITIES 20,000
    SOUTHERN CALIFORNIA PUBLIC RADIO (KPCC)
    474 SOUTH RAYMOND AVE
    PASADENA,CA91105
    NONE PUBLIC TO IMPROVE THE QUALITY OF CIVIC AND CULTURAL LIFE OF OUR METROPOLIS 15,000
    LOS ANGELES COUNTY MUSEUM OF ART (LACMA)
    5905 WILSHIRE BLVD
    LOS ANGELES,CA90036
    NONE PUBLIC PROVIDING DISPLAYS OF ART TO THE COMMUNITY 1,300
    VENICE FAMILY CLINIC
    604 ROSE AVENUE
    VENICE,CA90291
    NONE PUBLIC PROVIDES FREE PRIMARY HEALTH CARE, SPECIALTY CARE AND DENTAL CARE 464,000
    LIBRARY FOUNDATION OF LOS ANGELES
    630 WEST FIFTH STREET
    LOS ANGELES,CA90071
    NONE PUBLIC TO PROVIDE CRITICAL SUPPORT TO THE LOS ANGELES PUBLIC LIBRARY RESULTING IN FREE PROGRAMS, RESOURCES, AND SERVICES AVAILABLE TO THE MILLIONS OF ADULTS, CHILDREN, AND YOUTH OF LOS ANGELES 20,000
    CHILDREN'S DEFENSE FUND-CALIFORNIA (CDF-CA)
    634 SOUTH SPRING STREET STE 500C
    LOS ANGELES,CA90014
    NONE PUBLIC TO ENSURE EVERY CHILD A HEALTHY START, A HEAD START, A FAIR START AND A SAFE START AND A MORAL START IN LIFE AND SUCCESSFUL PASSAGE TO ADULTHOOD 5,000
    THE JEWISH FEDERATION
    6505 WILSHIRE BLVD STE 1000
    LOS ANGELES,CA90048
    NONE PUBLIC TO ADDRESS THE GREATEST CHALLENGES OF JEWISH LIFE LOCALLY AND GLOBALLY BY HELPING THE MOST VULNERABLE TO INSURE THE JEWISH FUTURE FOR GENERATIONS TO COME 5,000
    METRO DENVER HOMELESS INITIATIVE (MDHI)
    711 PARK AVENUE WEST
    DENVER,CO80205
    NONE PUBLIC TO LEAD AND ADVANCE COLLABORATION TO END HOMELESSNESS IN THE REGION 10,000
    LA FAMILY HOUSING
    7843 LANKERSHIM BLVD
    NORTH HOLLYWOOD,CA91605
    NONE PUBLIC TO HELP FAMILIES TRANSITION OUT OF HOMELESSNESS AND POVERTYT THROUGH A CONTINUUM OF HOUSING ENRICHED WITH SUPPORTIVE SERVICES 1,000
    CHILDREN'S RIGHTS
    88 PINE STREET STE 800
    NEW YORK,NY10005
    NONE PUBLIC NATIONAL WATCHDOG ORGANIZATION ON BEHALF OF ABUSED ABANDONED FOSTER KIDS 5,000
    EVERYCHILD FOUNDATION
    PO BOX 1808
    PACIFIC PALISADES,CA90272
    NONE PUBLIC TO EASE SUFFERING OF CHILDREN IN THE GREATER LOS ANGELES AREA 6,000
    EVERYTOWN FOR GUN SAFETY SUPPORT FUND
    PO BOX 4184
    NEW YORK,NY10163
    NONE PUBLIC TO BUILD SUPPORT FOR COMMON-SENSE PUBLIC SAFETY MEASURES 50,000
    THE SUMMIT FOUNDATION
    PO BOX 4000 103 S HARRIS STREET
    BRECKENRIDGE,CO80424
    NONE PUBLIC TO ENRICH AND IMPROVE THE LIVES OF RESIDENTS AND GUESTS IN THE AREAS OF HEALTH AND HUMAN SERVICE, EDUCATION, ENVIRONMENT ART, AND CULTURE AND SPORTS 10,000
    COLORADO OPEN LANDS
    1546 COLE BLVD 200
    LAKEWOOD,CO80401
    NONE PUBLIC TO PRESERVE THE SIGNIFICANT OPEN LANDS AND NATURAL HERITAGE OF COLORADO 1,258
    EMERGENCY FAMILY ASSISTANCE ASSOC (EFAA)
    1575 YARMOUTH AVE
    BOULDER,CO80304
    NONE PUBLIC TO PROVIDE EMERGENCY FOOD, FINANCIAL ASSISTANCE, FAMILY HOUSING, AND SUPPORTIVE CASE MANAGEMENT 10,000
    FOSTER AMERICA
    PO BOX 220080
    BOSTON,MA02122
    NONE PUBLIC TO HELP CHANGE OUTCOMES FOR OUR NATION'S MOST VULNERABLE CHILDREN 5,000
    GOD'S PANTRY
    250 EAST CENTER STREET
    POMONA,CA91767
    NONE PUBLIC TO HELP PROVIDE SUPPORT THE THE NEEDIEST FAMILIES IN OUR COMMUNITY 10,000
    GRACE RESOURCES
    45134 N SIERRA HIGHWAY
    LANCASTER,CA93534
    NONE PUBLIC TO HELP EMPOWER PEOPLE TO THRIVE WITH DIGNITY THROUGH TRAINING, EDUCATION, FOOD, CLOTHING, AND SPIRITUAL INVESTMENT 35,000
    HOLLYWOOD FOOD COALITION
    5939 HOLLYWOOD BLVD
    LOS ANGELES,CA90028
    NONE PUBLIC TO HELP WITH THE FEEDING AND SERVING OF THE IMMEDIATE NEEDS OF THE HUNGRY SO THEY CAN BUILD BETTER LIVES 35,000
    MAYOR'S FUND FOR LOS ANGELES
    200 N SPRING STREET ROOM 305
    LOS ANGELES,CA90012
    NONE PUBLIC TO HELP PROVIDE DIRECT RELIEF TO THE MOST VULNERABLE ANGELENOS WHO HAVE BEEN IMPACTED BY THE COVID-19/ CORONAVIRUS CRISIS 500,000
    MEET EACH NEED WITH DIGNITY (MEND)
    10641 N SAN FERNANDO ROAD
    PACOIMA,CA91331
    NONE PUBLIC TO HELP PROVIDE NEEDED SERVICES TO LOW INCOME INDIVIDUALS AND FAMILIES 25,000
    NO US WITHOUT YOU LOS ANGELES
    768 S BOYLE AVE
    LOS ANGELES,CA90023
    NONE PUBLIC TO HELP PROVIDE FOOD RELIEF TO THE MOST DISENFRANCHISED HOSPITALITY WORKERS AFFECTED BY THE PANDEMIC 10,000
    PROJECT 2911
    250 E SAN BERNARDINO RD
    COVINA,CA91723
    NONE PUBLIC TO CONTINUE PROGRAMS AND SERVICES WHICH HELP DISADVANTAGED INDIVIDUALS AND FAMILIES IN THE SAN GABRIEL VALLEY 10,000
    PROJECT ANGEL FOOD
    922 VINE STREET
    LOS ANGELES,CA90038
    NONE PUBLIC TO HELP CONTINUE UNINTERRRUPTED SERVICE, AND PROVIDE EMERGENCY FOOD SUPPLIES TO CLIENTS WHO ARE PRIMARILY OVER 60, BATTLING AT LEAST ONE SERIOUS ILLNESS 10,000
    PURRFECT PALS
    230 MCRAE RD NE
    ARLINGTON,WA98223
    NONE PUBLIC TO HELP SAVE CATS AND KITTENS WHO ARE THE MOST VULNERABLE 500
    SADDLE OF LOVE
    8845 SILVER CREEK ROAD
    PARK CITY,UT84098
    NONE PUBLIC TO HELP PROVIDE EQUINE-ASSISTED PSYCHOTHERAPY TO AT-RISK YOUTH 15,000
    SAN FERNANDO VALLEY RESCUE MISSION
    8756 CANBY AVE
    NORTHRIDGE,CA91325
    NONE PUBLIC TO HELP PROVIDE SHELTER, MEALS, SHOWERS, AND CLOTHING FOR DISADVANTAGED COMMUNITY MEMBERS 35,000
    SANTA MONICA COLLEGE FOUNDATION
    1900 PICO BLVD
    SANTA MONICA,CA90405
    NONE PUBLIC TO PROVIDE CRITICAL FOOD FOR STUDENTS IN NEED 10,000
    SISTER CARMEN COMMUNITY CENTER
    655 ASPEN RIDGE DR
    LAFAYETTE,CO80026
    NONE PUBLIC TO HELP VULNERABLE COMMUNITY MEMBERS ACCESS CRITICAL RESOURCES INCLUDING FOOD, CLOTHING, UTILITIES, AND HOUSING ASSISTANCE 10,000
    ST JOSEPH CENTER
    204 HAMPTON DRIVE
    VENICE,CA90291
    NONE PUBLIC TO PROVIDE WORKING POOR FAMILIES, HOMELESS PEOPLE OF ALL AGES WITH RESOURCES AND TOOLS TO BECOME PRODUCTIVE, STABLE AND SELF-SUPPORTING MEMBERS OF THE COMMUNITY 25,000
    REALITY CHURCH OF LOS ANGELES
    1313 N EDGEMONT ST
    LOS ANGELES,CA90027
    NONE PUBLIC TO PROVIDE MEALS, GROCERY BOXES, SHOWERS, AND A RECOVERY PROGRAM THROUGH THE HOPE CENTER 10,000
    THE BARACK OBAMA FOUNDATION
    5235 S HARPER COURT SUITE 1140
    CHICAGO,IL60615
    NONE PUBLIC TO INSPIRE, EMPOWER , AND CONNECT PEOPLE TO CHANGE THEIR WORLD 25,000
    THE SEED SCHOOL OF LOS ANGELES COUNTY
    8400 S VERMONT AVE
    LOS ANGELES,CA90044
      PUBLIC TO ENABLE THE START OF CONSTRUCTION OF THE SEED LA CAMPUS 125,000
    THE VILLAGE FAMILY SERVICES
    6736 LAUREL CANYON BLVD SUITE 200
    NORTH HOLLYWOOD,CA91606
    NONE PUBLIC TO PROTECT CHILDREN FROM ABUSE, PRESERVE FAMILIES, AND BUILD A STRONGER, SAFER COMMUNITY 10,000
    THE UNIVERSITY OF CONNECTICUT FOUNDATION INC
    2390 ALUMNI DRIVE UNIT 3206
    STORRS,CT06269
    NONE PUBLIC TO HELP THE UNIVERSITY OF CONNECTICUT INCREASE ITS ABILITY TO INNOVATE, EXCEL, AND LEAD IN EDUCATION, RESEARCH, AND PUBLIC SERVICE 25,000
    TULSA COMMUNITY FOUNDATION
    7030 SOUTH YALE AVENEUE SUITE 600
    TULSA,OK74136
    NONE PUBLIC TO ASSIST NONPROFIT AGENCIES, CORPORATIONS, INDIVIDUALS, AND FAMILIES WITH FLEXIBLE CHARITABLE GIVING SOLUTIONS 1,030
    POOR PEOPLE'S CAMPAIGN - A NATIONAL CALL FOR MORAL REVIVIAL
    3041 BROADWAY BOX 47
    NEW YORK,NY10027
    NONE PUBLIC TO HELP CHANGE THE NARRATIVE BY CREATING A REVOLUTION OF VALUES THAT ADDRESS THE INTERLOCKING INJUSTICES OF SYSTEMIC RACISM AND POVERTY, ECOLOGICAL DEVASTASTION, THE WAR ECONOMY, AND THE DISTORTED MORAL NARRATIVE OF RELIGIOUS NATIONALISM 25,000
    UNIVERSITY OF ALASKA FOUNDATION
    1815 BRAGAW STREET SUITE 206
    ANCHORAGE,AK99508
    NONE PUBLIC TO SEEK, SECURE , AND STEWARD PHILANTHROPIC SUPPORT TO BUILD EXCELLENCE AT THE UNIVERSITY OF ALASKA 500
    UTAH FILM CENTER
    50 W BROADWAY 1125
    SALT LAKE CITY,UT84101
    NONE PUBLIC TO INSPIRE AND ENGAGE DIVERSE AUDIENCES TO INITIATE CONVERSATION AND COMMUNITY BUILDING THROUGH CURATED FILM EXHIBITION, EDUCATION PROGRAMS, AND ARTIST SUPPORT FOR THE FILM POSSIBLE SELVES 5,000
    VALLEY FOOD BANK
    12701 VAN NUYS BLVD SUITE A
    PACOIMA,CA91331
    NONE PUBLIC TO PROVIDE HOT NUTRITIOUS MEALS AND FOOD BASKETS TO THE HUNGRY AND HOMELESS IN SOUTHERN CALIFORNIA 20,000
    WATERSHED SCHOOL
    1661 ALPINE AVE
    BOULDER,CO80304
    NONE PUBLIC TO HELP THE SCHOOL SPARK ADVENTURE AND WONDER, FOSTER INQUIRY AND COMMUNITY, AND BUILD THE CHARACTER AND ABILITY OF STUDENTS TO TAKE ON THE WORLD'S GREATEST CHALLENGES. 10,000
    WESTSIDE FOOD BANK
    1710 22ND STREET
    SANTA MONICA,CA90404
    NONE PUBLIC TO SUPPORT HUNGER RELIEF EFFORTS FOR MORE THAN 108,000 FOOD INSECURE PEOPLE, ALMOST HALF OF WHOM ARE CHILDREN 10,000
    YOSEMITE CONSERVANCY
    101 MONTGOMERY STREET SUITE 1700
    SAN FRANCISCO,CA94104
    NONE PUBLIC TO PRESERVE YOSEMITE NATIONAL PARK AND ENRICH THE VISITOR EXPERIENCE 1,000
    ANTELOPE VALLEY PARTNERS FOR HEALTH
    44226 10TH STREET WEST
    LANCASTER,CA93534
    NONE PUBLIC TO EDUCATE, STRENGTHEN, AND ADVOCATE FOR THE COMMUNITY THROUGH SERVICES AND PARTNERSHIPS, ACHIEVING OPTIMAL HEALTH AND QUALITY OF LIFE FOR ALL PEOPLE IN THE ANTELOPE VALLEY 25,000
    Total .................................bullet 3a 2,648,965
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 367,177  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 757  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -605,020  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 -237,086 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -237,086
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    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 (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE BARRY AND WENDY MEYER FOUNDATION
    EIN:
    95-4754104
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS AND OTHER FIXED INCOME 2,336,454 2,377,359

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE BARRY AND WENDY MEYER FOUNDATION
    EIN:
    95-4754104
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY INVESTMENTS (STOCKS, ETF/CEF, MUTUAL FUNDS) 6,513,773 10,982,379

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE BARRY AND WENDY MEYER FOUNDATION
    EIN:
    95-4754104
    US Government Securities - End of Year Book Value:

    763,039
    US Government Securities - End of Year Fair Market Value:

    791,916
    State & Local Government Securities - End of Year Book Value:


    2,365,989
    State & Local Government Securities - End of Year Fair Market Value:


    2,442,291


    TY 2020 LegalFeesSchedule
    Name:
    THE BARRY AND WENDY MEYER FOUNDATION
    EIN:
    95-4754104
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL EXPENSES 368 0   0


    TY 2020 OtherExpensesSchedule
    Name:
    THE BARRY AND WENDY MEYER FOUNDATION
    EIN:
    95-4754104
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CHARITABLE ADMINISTRATIVE EXPENSES 373 0   373
    DUES 100 0   0
    ADMINISTRATION 14,110 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE BARRY AND WENDY MEYER FOUNDATION
    EIN:
    95-4754104
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME - MORGAN STANLEY #3423 757 757 757


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE BARRY AND WENDY MEYER FOUNDATION
    EIN:
    95-4754104
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MORGAN STANLEY #3423 - INVESTMENT MANAGEMENT FEES 64,791 64,791   0


    TY 2020 SubstantialContributorsSch
    Name:
    THE BARRY AND WENDY MEYER FOUNDATION
    EIN:
    95-4754104
    Name Address
    BARRY AND WENDY MEYER 16030 VENTURA BLVD STE 380
    ENCINO,CA91436


    TY 2020 TaxesSchedule
    Name:
    THE BARRY AND WENDY MEYER FOUNDATION
    EIN:
    95-4754104
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 0 0   0
    CALIFORNIA TAX & FILING FEES 85 0   0
    FOREIGN TAX 2,317 0   0