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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 12-01-2019 , and ending 11-30-2020
Name of foundation
BERNARD WEINBERG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07 AFT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

95-6039709
B Telephone number (see instructions)

(888) 866-3275
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$98,601
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... 5,993 5,984  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,934
b Gross sales price for all assets on line 6a 381,099
7 Capital gain net income (from Part IV, line 2)... 27,934
8 Net short-term capital gain......... 0
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)....... 858    
12 Total. Add lines 1 through 11........ 34,785 33,918  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 2,500 0 0 2,500
c Other professional fees (attach schedule).... 3,555 2,133   1,422
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 57 57   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 40 10   30
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,152 2,200 0 3,952
25 Contributions, gifts, grants paid....... 317,125 317,125
26 Total expenses and disbursements. Add lines 24 and 25 323,277 2,200 0 321,077
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -288,492
b Net investment income (if negative, enter -0-) 31,718
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 14,255 21 21
2 Savings and temporary cash investments......... 52,215 1,886 1,886
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 320,535 Click to see attachment79,593 96,694
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) 387,005 81,500 98,601
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
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........ 387,005 81,500
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 387,005 81,500
30 Total liabilities and net assets/fund balances (see instructions). 387,005 81,500
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
387,005
2
Enter amount from Part I, line 27a .....................
2
-288,492
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
98,513
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
17,013
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
81,500
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 1406. BLACKROCK LIQUIDITY FUNDS T-FUND   2019-08-15 2020-01-07
b 6355. BLACKROCK LIQUIDITY FUNDS T-FUND   2019-08-15 2020-01-15
c 733. BLACKROCK LIQUIDITY FUNDS T-FUND   2019-08-15 2020-03-12
d 213. BLACKROCK LIQUIDITY FUNDS T-FUND   2019-08-15 2020-06-26
e 579. BLACKROCK LIQUIDITY FUNDS T-FUND   2019-08-15 2020-07-06
271. BLACKROCK LIQUIDITY FUNDS T-FUND   2019-08-15 2020-07-14
582. BLACKROCK LIQUIDITY FUNDS T-FUND   2019-08-15 2020-07-14
974. BLACKROCK LIQUIDITY FUNDS T-FUND   2019-08-15 2020-08-18
1031. BLACKROCK LIQUIDITY FUNDS T-FUND   2019-08-15 2020-08-31
466. BLACKROCK LIQUIDITY FUNDS T-FUND   2019-08-15 2020-10-05
4. XTRACKERS USD HIGH YIELD   2019-01-16 2020-01-07
1. XTRACKERS USD HIGH YIELD   2019-01-16 2020-03-12
2. XTRACKERS USD HIGH YIELD   2019-01-16 2020-06-26
3. XTRACKERS USD HIGH YIELD   2019-01-16 2020-07-06
3. XTRACKERS USD HIGH YIELD   2019-01-16 2020-07-14
2. XTRACKERS USD HIGH YIELD   2019-01-16 2020-07-14
5. XTRACKERS USD HIGH YIELD   2019-01-16 2020-08-18
4. XTRACKERS USD HIGH YIELD   2019-01-16 2020-08-31
3. XTRACKERS USD HIGH YIELD   2019-01-16 2020-10-05
17. INVESCO PREFERRED ETF   2017-12-20 2020-01-07
12. INVESCO PREFERRED ETF   2017-12-20 2020-01-14
7. INVESCO PREFERRED ETF   2017-12-20 2020-03-12
13. INVESCO PREFERRED ETF   2017-12-20 2020-04-14
12. INVESCO PREFERRED ETF   2017-12-20 2020-06-26
12. INVESCO PREFERRED ETF   2017-12-20 2020-07-06
15. INVESCO PREFERRED ETF   2017-12-20 2020-07-14
6. INVESCO PREFERRED ETF   2017-12-20 2020-07-14
19. INVESCO PREFERRED ETF   2017-12-20 2020-08-18
23. INVESCO PREFERRED ETF   2017-12-20 2020-08-31
11. INVESCO PREFERRED ETF   2017-12-20 2020-10-05
9. INVESCO EMERGING MARKETS   2017-12-20 2020-01-07
7. INVESCO EMERGING MARKETS   2017-12-20 2020-04-14
15. INVESCO EMERGING MARKETS   2017-12-20 2020-06-26
11. INVESCO EMERGING MARKETS   2017-12-20 2020-07-06
10. INVESCO EMERGING MARKETS   2017-12-20 2020-07-14
6. INVESCO EMERGING MARKETS   2017-12-20 2020-07-14
1. INVESCO EMERGING MARKETS   2017-12-20 2020-08-12
12. INVESCO EMERGING MARKETS   2017-12-20 2020-08-18
2. INVESCO EMERGING MARKETS   2018-01-31 2020-08-18
14. INVESCO EMERGING MARKETS   2020-01-14 2020-08-31
4. INVESCO EMERGING MARKETS   2018-01-31 2020-08-31
8. INVESCO EMERGING MARKETS   2020-01-14 2020-10-05
8. ISHARES TIPS BOND ETF   2016-10-12 2020-01-07
4. ISHARES TIPS BOND ETF   2016-10-12 2020-01-14
5. ISHARES TIPS BOND ETF   2016-10-12 2020-03-13
9. ISHARES TIPS BOND ETF   2016-10-12 2020-03-16
3. ISHARES TIPS BOND ETF   2016-10-12 2020-03-20
3. ISHARES TIPS BOND ETF   2016-10-12 2020-06-26
3. ISHARES TIPS BOND ETF   2016-10-12 2020-07-06
4. ISHARES TIPS BOND ETF   2016-10-12 2020-07-14
2. ISHARES TIPS BOND ETF   2016-10-12 2020-07-14
7. ISHARES TIPS BOND ETF   2016-10-12 2020-08-18
7. ISHARES TIPS BOND ETF   2016-10-12 2020-08-31
3. ISHARES TIPS BOND ETF   2016-10-12 2020-10-05
12. ISHARES IBOXX $ INVT GRADE CORP BD   2018-06-21 2020-01-07
2. ISHARES IBOXX $ INVT GRADE CORP BD   2018-01-31 2020-01-07
7. ISHARES IBOXX $ INVT GRADE CORP BD   2018-06-21 2020-01-14
9. ISHARES IBOXX $ INVT GRADE CORP BD   2018-06-21 2020-03-12
9. ISHARES IBOXX $ INVT GRADE CORP BD   2018-06-21 2020-04-14
9. ISHARES IBOXX $ INVT GRADE CORP BD   2018-06-21 2020-06-26
8. ISHARES IBOXX $ INVT GRADE CORP BD   2018-06-21 2020-07-06
11. ISHARES IBOXX $ INVT GRADE CORP BD   2018-06-21 2020-07-14
4. ISHARES IBOXX $ INVT GRADE CORP BD   2018-06-21 2020-07-14
2. ISHARES IBOXX $ INVT GRADE CORP BD   2019-03-20 2020-08-18
14. ISHARES IBOXX $ INVT GRADE CORP BD   2018-06-21 2020-08-18
16. ISHARES IBOXX $ INVT GRADE CORP BD   2019-03-20 2020-08-31
7. ISHARES IBOXX $ INVT GRADE CORP BD   2019-03-20 2020-10-05
6. ISHARES 20 YEAR TREASURY BOND ETF   2020-01-14 2020-03-13
10. ISHARES 20 YEAR TREASURY BOND ETF   2020-01-14 2020-03-16
1. ISHARES 20 YEAR TREASURY BOND ETF   2020-01-14 2020-03-20
2. ISHARES 20 YEAR TREASURY BOND ETF   2020-01-14 2020-06-26
2. ISHARES 20 YEAR TREASURY BOND ETF   2020-01-14 2020-07-06
4. ISHARES 20 YEAR TREASURY BOND ETF   2020-01-14 2020-07-14
1. ISHARES 20 YEAR TREASURY BOND ETF   2020-01-14 2020-07-14
5. ISHARES 20 YEAR TREASURY BOND ETF   2020-01-14 2020-08-18
5. ISHARES 20 YEAR TREASURY BOND ETF   2020-01-14 2020-08-31
2. ISHARES 20 YEAR TREASURY BOND ETF   2020-01-14 2020-10-05
19. ISHARES IBOXX$ HIGH YIEL   2017-12-20 2020-01-14
1. ISHARES IBOXX$ HIGH YIEL   2018-01-31 2020-01-14
26. ISHARES MBS ETF   2017-12-20 2020-01-07
34. ISHARES MBS ETF   2017-12-20 2020-03-12
23. ISHARES MBS ETF   2017-12-20 2020-03-20
3. ISHARES MBS ETF   2017-12-20 2020-04-14
18. ISHARES MBS ETF   2017-12-20 2020-06-26
19. ISHARES MBS ETF   2017-12-20 2020-07-06
25. ISHARES MBS ETF   2017-12-20 2020-07-14
11. ISHARES MBS ETF   2017-12-20 2020-07-14
39. ISHARES MBS ETF   2017-12-20 2020-08-18
42. ISHARES MBS ETF   2017-12-20 2020-08-31
2. ISHARES MBS ETF   2019-06-13 2020-10-05
8. ISHARES MBS ETF   2018-06-21 2020-10-05
9. ISHARES MBS ETF   2018-01-30 2020-10-05
9. ISHARES 3-7 YR TREASURY BOND ETF   2017-12-20 2020-01-07
2. ISHARES 3-7 YR TREASURY BOND ETF   2019-06-13 2020-01-14
75. ISHARES 3-7 YR TREASURY BOND ETF   2017-12-20 2020-01-14
3. ISHARES 3-7 YR TREASURY BOND ETF   2018-06-21 2020-01-14
2. ISHARES 3-7 YR TREASURY BOND ETF   2018-01-31 2020-01-14
66. ISHARES CORE MSCI EAFE ETF   2018-01-30 2020-01-07
16. ISHARES CORE MSCI EAFE ETF   2018-01-30 2020-04-14
44. ISHARES CORE MSCI EAFE ETF   2018-01-30 2020-06-09
45. ISHARES CORE MSCI EAFE ETF   2018-01-30 2020-06-26
56. ISHARES CORE MSCI EAFE ETF   2018-01-30 2020-07-06
50. ISHARES CORE MSCI EAFE ETF   2018-01-30 2020-07-14
25. ISHARES CORE MSCI EAFE ETF   2018-01-30 2020-07-14
104. ISHARES CORE MSCI EAFE ETF   2018-01-30 2020-08-18
56. ISHARES CORE MSCI EAFE ETF   2020-01-14 2020-08-31
34. ISHARES CORE MSCI EAFE ETF   2018-03-28 2020-08-31
19. ISHARES CORE MSCI EAFE ETF   2018-01-30 2020-08-31
44. ISHARES CORE MSCI EAFE ETF   2020-01-14 2020-10-05
4. ISHARES CORE MSCI EAFE ETF   2020-03-20 2020-10-05
7. ISHARES CORE MSCI EAFE ETF   2020-03-20 2020-11-27
55. ISHARES CORE MSCI EMERGING MARKETS ETF   2017-12-20 2020-01-07
159. ISHARES CORE MSCI EMERGING MARKETS ETF   2017-12-20 2020-04-14
38. ISHARES CORE MSCI EMERGING MARKETS ETF   2018-06-21 2020-04-14
13. ISHARES CORE MSCI EMERGING MARKETS ETF   2018-03-28 2020-04-14
21. ISHARES CORE MSCI EMERGING MARKETS ETF   2019-01-16 2020-06-26
15. ISHARES CORE MSCI EMERGING MARKETS ETF   2018-06-21 2020-06-26
26. ISHARES CORE MSCI EMERGING MARKETS ETF   2019-01-16 2020-07-06
17. ISHARES CORE MSCI EMERGING MARKETS ETF   2019-01-16 2020-07-14
9. ISHARES CORE MSCI EMERGING MARKETS ETF   2019-01-16 2020-07-14
26. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-01-14 2020-08-18
1. ISHARES CORE MSCI EMERGING MARKETS ETF   2019-01-16 2020-08-18
25. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-01-14 2020-08-31
4. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-03-20 2020-08-31
13. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-03-20 2020-10-05
4. SPDR BLOOMBERG BARCLAYS   2020-03-12 2020-06-26
5. SPDR BLOOMBERG BARCLAYS   2020-03-12 2020-07-06
6. SPDR BLOOMBERG BARCLAYS   2020-03-12 2020-07-14
1. SPDR BLOOMBERG BARCLAYS   2020-03-13 2020-07-14
2. SPDR BLOOMBERG BARCLAYS   2020-03-13 2020-07-14
1. SPDR BLOOMBERG BARCLAYS   2020-03-16 2020-07-14
3. SPDR BLOOMBERG BARCLAYS   2020-03-16 2020-08-18
8. SPDR BLOOMBERG BARCLAYS   2020-03-17 2020-08-18
10. SPDR BLOOMBERG BARCLAYS   2020-03-17 2020-08-31
1. SPDR BLOOMBERG BARCLAYS   2020-03-18 2020-08-31
1. SPDR BLOOMBERG BARCLAYS   2020-04-14 2020-10-05
4. SPDR BLOOMBERG BARCLAYS   2020-03-18 2020-10-05
13. SCHWAB SHORT-TERM U.S. TREASURY ETF   2020-01-14 2020-03-12
9. SCHWAB SHORT-TERM U.S. TREASURY ETF   2020-01-14 2020-03-20
6. SCHWAB SHORT-TERM U.S. TREASURY ETF   2020-01-14 2020-06-26
7. SCHWAB SHORT-TERM U.S. TREASURY ETF   2020-01-14 2020-07-06
9. SCHWAB SHORT-TERM U.S. TREASURY ETF   2020-01-14 2020-07-14
4. SCHWAB SHORT-TERM U.S. TREASURY ETF   2020-01-14 2020-07-14
12. SCHWAB SHORT-TERM U.S. TREASURY ETF   2020-01-14 2020-08-18
16. SCHWAB SHORT-TERM U.S. TREASURY ETF   2020-01-14 2020-08-31
6. SCHWAB SHORT-TERM U.S. TREASURY ETF   2020-01-14 2020-10-05
1. VANECK VECTORS FALLEN   2020-01-14 2020-03-12
7. VANECK VECTORS FALLEN   2020-01-14 2020-04-14
6. VANECK VECTORS FALLEN   2020-01-14 2020-06-26
4. VANECK VECTORS FALLEN   2020-01-14 2020-07-06
6. VANECK VECTORS FALLEN   2020-01-14 2020-07-14
3. VANECK VECTORS FALLEN   2020-01-14 2020-08-12
15. VANECK VECTORS FALLEN   2020-01-14 2020-08-31
3. VANECK VECTORS FALLEN   2020-01-14 2020-10-05
7. VANECK VECTORS J.P   2017-12-20 2020-01-07
35. VANECK VECTORS J.P   2017-12-20 2020-01-14
28. VANGUARD INTERMEDIATE-TERM BOND ETF   2017-12-20 2020-01-07
82. VANGUARD INTERMEDIATE-TERM BOND ETF   2017-12-20 2020-01-14
65. VANGUARD INTERMEDIATE-TERM BOND ETF   2017-12-20 2020-03-12
5. VANGUARD INTERMEDIATE-TERM BOND ETF   2017-12-20 2020-03-20
10. VANGUARD INTERMEDIATE-TERM BOND ETF   2017-12-20 2020-06-26
8. VANGUARD INTERMEDIATE-TERM BOND ETF   2017-12-20 2020-07-06
12. VANGUARD INTERMEDIATE-TERM BOND ETF   2017-12-20 2020-07-14
4. VANGUARD INTERMEDIATE-TERM BOND ETF   2017-12-20 2020-07-14
18. VANGUARD INTERMEDIATE-TERM BOND ETF   2017-12-20 2020-08-18
18. VANGUARD INTERMEDIATE-TERM BOND ETF   2017-12-20 2020-08-31
8. VANGUARD INTERMEDIATE-TERM BOND ETF   2017-12-20 2020-10-05
31. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-01-16 2020-01-07
150. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-01-16 2020-01-14
14. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-01-16 2020-03-12
13. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-01-16 2020-06-26
13. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-01-16 2020-07-06
16. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-01-16 2020-07-14
8. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-01-16 2020-07-14
26. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-01-16 2020-08-18
27. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-01-16 2020-08-31
2. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-06-13 2020-10-05
11. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-01-16 2020-10-05
4. VANGUARD INTRMDIATE-TERM   2019-01-16 2020-01-07
9. VANGUARD INTRMDIATE-TERM   2019-01-16 2020-03-12
1. VANGUARD INTRMDIATE-TERM   2019-01-16 2020-04-14
9. VANGUARD INTRMDIATE-TERM   2019-01-16 2020-06-26
6. VANGUARD INTRMDIATE-TERM   2019-01-16 2020-07-06
9. VANGUARD INTRMDIATE-TERM   2019-01-16 2020-07-14
4. VANGUARD INTRMDIATE-TERM   2019-01-16 2020-07-14
10. VANGUARD INTRMDIATE-TERM   2020-01-14 2020-08-18
3. VANGUARD INTRMDIATE-TERM   2019-01-16 2020-08-18
14. VANGUARD INTRMDIATE-TERM   2020-01-14 2020-08-31
6. VANGUARD INTRMDIATE-TERM   2020-01-14 2020-10-05
10. VANGUARD SMALL CAP GROWTH ETF   2017-12-20 2020-01-07
2. VANGUARD SMALL CAP GROWTH ETF   2017-12-20 2020-04-14
4. VANGUARD SMALL CAP GROWTH ETF   2017-12-20 2020-06-26
5. VANGUARD SMALL CAP GROWTH ETF   2017-12-20 2020-06-26
4. VANGUARD SMALL CAP GROWTH ETF   2018-01-31 2020-06-26
1. VANGUARD SMALL CAP GROWTH ETF   2018-06-21 2020-07-06
5. VANGUARD SMALL CAP GROWTH ETF   2018-01-31 2020-07-06
3. VANGUARD SMALL CAP GROWTH ETF   2018-06-21 2020-07-14
2. VANGUARD SMALL CAP GROWTH ETF   2018-06-21 2020-07-14
1. VANGUARD SMALL CAP GROWTH ETF   2018-06-21 2020-08-12
7. VANGUARD SMALL CAP GROWTH ETF   2018-06-21 2020-08-18
7. VANGUARD SMALL CAP GROWTH ETF   2018-06-21 2020-08-31
3. VANGUARD SMALL CAP GROWTH ETF   2018-06-21 2020-10-05
1. VANGUARD SMALL CAP GROWTH ETF   2019-01-16 2020-11-27
9. VANGUARD SMALL CAP VALUE ETF   2017-12-20 2020-01-07
2. VANGUARD SMALL CAP VALUE ETF   2017-12-20 2020-04-14
8. VANGUARD SMALL CAP VALUE ETF   2017-12-20 2020-06-26
7. VANGUARD SMALL CAP VALUE ETF   2017-12-20 2020-07-06
4. VANGUARD SMALL CAP VALUE ETF   2017-12-20 2020-07-14
3. VANGUARD SMALL CAP VALUE ETF   2017-12-20 2020-07-14
3. VANGUARD SMALL CAP VALUE ETF   2017-12-20 2020-08-12
8. VANGUARD SMALL CAP VALUE ETF   2017-12-20 2020-08-18
1. VANGUARD SMALL CAP VALUE ETF   2019-01-16 2020-08-31
2. VANGUARD SMALL CAP VALUE ETF   2017-12-20 2020-08-31
6. VANGUARD SMALL CAP VALUE ETF   2018-01-31 2020-08-31
3. VANGUARD SMALL CAP VALUE ETF   2019-01-16 2020-10-05
1. VANGUARD SMALL CAP VALUE ETF   2020-03-20 2020-10-05
63. VANGUARD GROWTH ETF   2017-12-20 2020-01-07
45. VANGUARD GROWTH ETF   2017-12-20 2020-06-09
15. VANGUARD GROWTH ETF   2017-12-20 2020-06-26
26. VANGUARD GROWTH ETF   2017-12-20 2020-06-26
19. VANGUARD GROWTH ETF   2017-12-20 2020-07-06
28. VANGUARD GROWTH ETF   2018-03-28 2020-07-06
32. VANGUARD GROWTH ETF   2018-03-28 2020-07-14
18. VANGUARD GROWTH ETF   2018-03-28 2020-07-14
16. VANGUARD GROWTH ETF   2019-01-16 2020-08-12
15. VANGUARD GROWTH ETF   2018-03-28 2020-08-12
5. VANGUARD GROWTH ETF   2019-06-13 2020-08-18
42. VANGUARD GROWTH ETF   2019-01-16 2020-08-18
34. VANGUARD GROWTH ETF   2019-06-13 2020-08-31
20. VANGUARD GROWTH ETF   2020-01-14 2020-08-31
17. VANGUARD GROWTH ETF   2020-01-14 2020-10-05
2. VANGUARD GROWTH ETF   2020-01-14 2020-11-27
29. VANGUARD VALUE ETF   2017-12-20 2019-12-17
85. VANGUARD VALUE ETF   2017-12-20 2020-01-07
53. VANGUARD VALUE ETF   2017-12-20 2020-01-14
2. VANGUARD VALUE ETF   2017-12-20 2020-04-14
34. VANGUARD VALUE ETF   2017-12-20 2020-06-09
16. VANGUARD VALUE ETF   2017-12-20 2020-06-26
73. VANGUARD VALUE ETF   2017-12-20 2020-07-06
64. VANGUARD VALUE ETF   2017-12-20 2020-07-14
31. VANGUARD VALUE ETF   2017-12-20 2020-07-14
10. VANGUARD VALUE ETF   2017-12-20 2020-08-12
96. VANGUARD VALUE ETF   2017-12-20 2020-08-18
28. VANGUARD VALUE ETF   2019-01-16 2020-08-31
75. VANGUARD VALUE ETF   2017-12-20 2020-08-31
42. VANGUARD VALUE ETF   2019-01-16 2020-10-05
7. VANGUARD VALUE ETF   2019-01-16 2020-11-27
(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 1,406   1,406  
b 6,355   6,355  
c 733   733  
d 213   213  
e 579   579  
271   271  
582   582  
974   974  
1,031   1,031  
466   466  
202   194 8
45   48 -3
93   97 -4
142   145 -3
141   145 -4
94   97 -3
242   242  
195   194 1
145   145  
257   254 3
182   180 2
92   105 -13
180   195 -15
169   180 -11
171   180 -9
213   225 -12
85   90 -5
283   284 -1
343   344 -1
164   165 -1
266   264 2
174   205 -31
400   440 -40
298   323 -25
268   293 -25
161   176 -15
28   29 -1
335   352 -17
56   58 -2
391   415 -24
112   117 -5
218   237 -19
937   923 14
469   461 8
574   577 -3
1,020   1,038 -18
342   346 -4
369   346 23
370   346 24
496   461 35
248   231 17
881   808 73
889   808 81
378   346 32
1,537   1,368 169
256   240 16
900   798 102
1,099   1,026 73
1,174   1,026 148
1,201   1,026 175
1,081   912 169
1,495   1,254 241
545   456 89
272   234 38
1,901   1,596 305
2,170   1,871 299
943   818 125
934   833 101
1,595   1,388 207
158   139 19
330   278 52
325   278 47
672   555 117
168   139 29
822   694 128
814   694 120
321   278 43
1,677   1,656 21
88   87 1
2,817   2,761 56
3,687   3,611 76
2,464   2,442 22
329   319 10
1,993   1,911 82
2,102   2,018 84
2,766   2,655 111
1,217   1,168 49
4,319   4,141 178
4,650   4,460 190
220   214 6
881   830 51
992   948 44
1,136   1,099 37
252   250 2
9,468   9,157 311
379   359 20
252   241 11
4,308   4,601 -293
836   1,115 -279
2,641   3,067 -426
2,560   3,137 -577
3,299   3,904 -605
2,922   3,485 -563
1,470   1,743 -273
6,385   7,250 -865
3,453   3,674 -221
2,096   2,223 -127
1,171   1,324 -153
2,696   2,887 -191
245   177 68
474   310 164
2,955   3,051 -96
6,810   8,820 -2,010
1,628   2,006 -378
557   743 -186
999   1,043 -44
713   792 -79
1,331   1,291 40
860   844 16
460   447 13
1,381   1,429 -48
53   50 3
1,330   1,374 -44
213   149 64
691   486 205
366   367 -1
458   458  
549   550 -1
92   92  
183   183  
92   92  
275   275  
732   733 -1
915   916 -1
92   92  
92   92  
366   367 -1
669   657 12
464   455 9
310   303 7
361   354 7
464   455 9
206   202 4
618   606 12
825   808 17
309   303 6
26   30 -4
191   210 -19
171   180 -9
116   120 -4
174   180 -6
91   90 1
458   451 7
89   90 -1
237   251 -14
1,188   1,257 -69
2,454   2,344 110
7,191   6,864 327
5,766   5,441 325
425   419 6
929   837 92
745   670 75
1,120   1,005 115
374   335 39
1,684   1,507 177
1,686   1,507 179
745   670 75
2,514   2,428 86
12,165   11,749 416
1,106   1,097 9
1,073   1,018 55
1,074   1,018 56
1,322   1,253 69
661   627 34
2,154   2,037 117
2,243   2,115 128
166   161 5
911   862 49
366   334 32
796   752 44
91   84 7
852   752 100
572   501 71
859   752 107
382   334 48
961   917 44
288   251 37
1,349   1,284 65
575   550 25
1,999   1,611 388
328   322 6
787   644 143
975   805 170
780   667 113
204   181 23
1,022   834 188
587   543 44
397   362 35
214   181 33
1,505   1,267 238
1,533   1,267 266
664   543 121
248   162 86
1,225   1,201 24
192   267 -75
820   1,068 -248
746   934 -188
416   534 -118
315   400 -85
353   400 -47
927   1,068 -141
116   122 -6
232   267 -35
696   810 -114
347   367 -20
116   81 35
11,640   8,929 2,711
9,098   6,378 2,720
2,988   2,126 862
5,118   3,685 1,433
3,985   2,693 1,292
5,873   3,916 1,957
6,590   4,476 2,114
3,753   2,517 1,236
3,564   2,260 1,304
3,341   2,098 1,243
1,125   805 320
9,454   5,933 3,521
8,157   5,476 2,681
4,798   3,782 1,016
3,905   3,215 690
487   378 109
3,481   3,098 383
10,135   9,079 1,056
6,376   5,661 715
194   214 -20
3,686   3,632 54
1,548   1,709 -161
7,352   7,798 -446
6,442   6,836 -394
3,140   3,311 -171
1,078   1,068 10
10,225   10,254 -29
3,018   2,857 161
8,084   8,011 73
4,455   4,285 170
820   714 106
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a        
b        
c        
d        
e        
       
       
       
       
       
      8
      -3
      -4
      -3
      -4
      -3
       
      1
       
      3
      2
      -13
      -15
      -11
      -9
      -12
      -5
      -1
      -1
      -1
      2
      -31
      -40
      -25
      -25
      -15
      -1
      -17
      -2
      -24
      -5
      -19
      14
      8
      -3
      -18
      -4
      23
      24
      35
      17
      73
      81
      32
      169
      16
      102
      73
      148
      175
      169
      241
      89
      38
      305
      299
      125
      101
      207
      19
      52
      47
      117
      29
      128
      120
      43
      21
      1
      56
      76
      22
      10
      82
      84
      111
      49
      178
      190
      6
      51
      44
      37
      2
      311
      20
      11
      -293
      -279
      -426
      -577
      -605
      -563
      -273
      -865
      -221
      -127
      -153
      -191
      68
      164
      -96
      -2,010
      -378
      -186
      -44
      -79
      40
      16
      13
      -48
      3
      -44
      64
      205
      -1
       
      -1
       
       
       
       
      -1
      -1
       
       
      -1
      12
      9
      7
      7
      9
      4
      12
      17
      6
      -4
      -19
      -9
      -4
      -6
      1
      7
      -1
      -14
      -69
      110
      327
      325
      6
      92
      75
      115
      39
      177
      179
      75
      86
      416
      9
      55
      56
      69
      34
      117
      128
      5
      49
      32
      44
      7
      100
      71
      107
      48
      44
      37
      65
      25
      388
      6
      143
      170
      113
      23
      188
      44
      35
      33
      238
      266
      121
      86
      24
      -75
      -248
      -188
      -118
      -85
      -47
      -141
      -6
      -35
      -114
      -20
      35
      2,711
      2,720
      862
      1,433
      1,292
      1,957
      2,114
      1,236
      1,304
      1,243
      320
      3,521
      2,681
      1,016
      690
      109
      383
      1,056
      715
      -20
      54
      -161
      -446
      -394
      -171
      10
      -29
      161
      73
      170
      106
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 27,934
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
(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?
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 158,221 463,246 0.341549
2017 92,866 581,695 0.159647
2016 64,819 600,009 0.10803
2015 43,181 596,875 0.072345
2014 49,151 645,255 0.076173
2
Total of line 1, column (d) .....................
2
0.757744
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.151549
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
248,263
5
Multiply line 4 by line 3......................
5
37,624
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
317
7
Add lines 5 and 6........................
7
37,941
8
Enter qualifying distributions from Part XII, line 4,.............
8
321,077
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
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 1 317
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 317
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- ..... 5 317
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 72
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 72
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 9 245
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet0 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 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    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 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 addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA Telephone no.bullet (888) 866-3275

    Located atbullet114 W 47TH ST NY8-114-07-07 AFTNEW YORKNY ZIP+4bullet100361510
    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 2019, 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 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?.............
    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 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (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
     
    No
    .........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
    THOMAS WEINBERG SEC/CFO
    1
    0    
    3101 HADDINGTON DRIVE
    LOS ANGELES,CA90024
    EFFIE WEINBERG PRESIDENT
    1
    0    
    875 COMSTOCK 14E
    LOS ANGELES,CA90024
    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 (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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.........................bullet  
    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
    234,630
    b
    Average of monthly cash balances.......................
    1b
    17,414
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    252,044
    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
    252,044
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,781
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    248,263
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    12,413
    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
    12,413
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    317
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    317
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    12,096
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    12,096
    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
    12,096
    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
    321,077
    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
    321,077
    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
    317
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    320,760
    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 12,096
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 35,958
    b From 2015...... 12,410
    c From 2016...... 0
    d From 2017...... 65,697
    e From 2018...... 135,199
    fTotal of lines 3a through e........ 249,264
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 321,077
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2019 distributable amount..... 12,096
    e Remaining amount distributed out of corpus 308,981
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 558,245
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    35,958
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    522,287
    10 Analysis of line 9:
    a Excess from 2015.... 12,410
    b Excess from 2016.... 0
    c Excess from 2017.... 65,697
    d Excess from 2018.... 135,199
    e Excess from 2019.... 308,981
    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....... 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) 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.)
    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).)
    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 (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)
    aPaid during the year
    THE SHRINERS HOSPITAL FOR CHILDREN
    2900 N ROCKY POINT DR
    TAMP,FL33607
    N/A PC UNRESTRICTED GENERAL 600
    UNION OF CONCERNED SCIENTIST INC
    2 BRATTLE SQ STE 6
    CAMBRIDGE,MA02138
    N/A PC UNRESTRICTED GENERAL 2,050
    PARTNERS IN HEALTH CORP
    800 BOYLSTON
    BOSTON,MA02199
    N/A PC UNRESTRICTED GENERAL 1,000
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HIGHWAY
    FAIRFIELD,CT06825
    N/A PC UNRESTRICTED GENERAL 6,000
    AMERICARES FOUNDATION INC
    88 HAMILTON AVE
    STAMFORD,CT06902
    N/A PC UNRESTRICTED GENERAL 1,500
    NORTH SHORE ANIMAL LEAGUE
    16 LEWYT ST
    PRT WASHINTON,NY11050
    N/A PC UNRESTRICTED GENERAL 200
    CASTLETON RANCH HORSE RESCUE
    28581 OLD RANCH DRIVE
    VALLEY CENTER,CA92082
    N/A PC UNRESTRICTED GENERAL 300
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010
    N/A PC UNRESTRICTED GENERAL 1,000
    AMERICAN SOCIETY FOR PREVENTION
    OF CRUELTY TO ANIMALS
    424 E 92ND STREET
    NEW YORK,NY10128
    N/A PC UNRESTRICTED GENERAL 28,000
    AMERICAN DIABETES ASSOCIATION
    225 N MICHIGAN
    CHICAGO,IL60603
    N/A PC UNRESTRICTED GENERAL 1,500
    AMERICAN LUNG ASSOCIATION
    21 WEST 38TH ST
    NEW YORK,NY10018
    N/A PC UNRESTRICTED GENERAL 200
    COOPERATIVE ASSISTANCE RELIEF
    EVERYWHERE (CARE)
    151 ELLIS STREET NE
    ATLANTA,GA30303
    N/A PC UNRESTRICTED GENERAL 1,500
    UNITED STATES FUND FOR UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038
    N/A PC UNRESTRICTED GENERAL 1,000
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS ST
    ATLANTA,GA30303
    N/A PC UNRESTRICTED GENERAL 3,200
    NATIONAL URBAN LEAGUE
    80 PINE STREET
    NEW YORK,NY10005
    N/A PC UNRESTRICTED GENERAL 700
    MARCH OF DIMES FOUNDATION
    1275 MAMARONECK
    WHITE PLAINS,NY10605
    N/A PC UNRESTRICTED GENERAL 500
    PARKINSONS FOUNDATION INC
    200 SE 1ST STREET
    MIAMI,FL33131
    N/A PC UNRESTRICTED GENERAL 1,000
    CYSTIC FIBROSIS FONDATION
    4550 MONTGOMERY AVE
    BETHESDA,MD20814
    N/A PC UNRESTRICTED GENERAL 400
    AMERICAN PARKINSON DISEASE
    135 PARKINSON AVE
    STATEN ISLAND,NY10305
    N/A PC UNRESTRICTED GENERAL 1,100
    HUMAN RIGHTS WATCH INC
    350 FIFTH AVE
    NEW YORK,NY10118
    N/A PC UNRESTRICTED GENERAL 100
    SERVICES & ADVOCACY FOR LGBT ELDERS
    305 SEVENTH AVENUE
    NEW YORK,NY10001
    N/A PC UNRESTRICTED GENERAL 2,000
    ALZHEIMERS DISEASE AND RELATED
    DISORDERS ASSOC INC
    790 MAPLE AVE
    HARTFORD,CT06114
    N/A PC UNRESTRICTED GENERAL 9,600
    MEDECINS SANS
    (AKA DOCTORS WITHOUT BORDERS)
    40 RECTOR ST
    NEW YORK,NY10006
    N/A PC UNRESTRICTED GENERAL 2,000
    SMILE TRAIN INC
    633 THIRD AVE
    NEW YORK,NY10017
    N/A PC UNRESTRICTED GENERAL 2,000
    AMERICAN FOUNDATION FOR THE BLIND
    1401 S CLARK ST
    ARLINGTON,VA22202
    N/A PC UNRESTRICTED GENERAL 1,000
    BOYS & GIRLS CLUB OF AMERICA
    1275 PEACHTREET ST NE
    ATLANTA,GA30309
    N/A PC UNRESTRICTED GENERAL 400
    AMERICAN JEWISH COMMITTEE
    165 E 56TH STREET
    NEW YORK,NY10022
    N/A PC UNRESTRICTED GENERAL 1,000
    AMERICA HEART ASSOCIATION INC
    7272 GREENVILLE AVE
    DALLAS,TX75231
    N/A PC UNRESTRICTED GENERAL 7,000
    LEUKEMIA & LYMPHOMA SOCIETY INC
    3 INTERNATIONAL DRIVE
    RYE BROOK,NY10573
    N/A PC UNRESTRICTED GENERAL 2,250
    FUND FOR THE ANIMALS
    12526 COUNTY ROAD
    MURCHISON,TX75778
    N/A PC UNRESTRICTED GENERAL 100
    RED ROVER VENTURES
    4835 E CACTUS RD
    SCOTTSDALE,AZ85254
    NA PC UNRESTRICTED GENERAL 400
    TURNING POINTE DONKEY RESCUE
    216 N MEECH RD
    DANSVILLE,MI48819
    N/A PC UNRESTRICTED GENERAL 200
    SPEAK UP FOR HORSES
    5850 HIGHWAY 17
    DEMOSSVILLE,KY41033
    N/A PC UNRESTRICTED GENERAL 200
    OXFAM-AMERICA INC
    226 CAUSEWAY STREET
    BOSTON,MA02114
    N/A PC UNRESTRICTED GENERAL 700
    AMERICAN KIDNEY FUND
    6110 EXECUTIVE BOULEVARD
    ROCKVILLE,MD20852
    N/A PC UNRESTRICTED GENERAL 200
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON RD
    KANAB,UT84741
    N/A PC UNRESTRICTED GENERAL 1,000
    PROJECT ORBIS INTL INC
    520 8TH AVE
    NEW YORK,NY10018
    N/A PC UNRESTRICTED GENERAL 500
    AMERICAN RIVERS INC
    1101 14TH STREET
    WASHINGTON,DC20005
    N/A PC UNRESTRICTED GENERAL 250
    FRIENDS OF THE EARTH
    1101 15TH STREEET NW
    WASHINGTON,DC20005
    N/A PC UNRESTRICTED GENERAL 1,450
    SMILING DOG FARM
    6515 STATE HIGHWAY 60
    WHARTON,TX77488
    N/A PC UNRESTRICTED GENERAL 500
    MERCY SHIPS
    PO BOX 2020
    LINDALE,TX75771
    N/A PC UNRESTRICTED GENERAL 1,500
    FEEDING PETS OF THE HOMELESS
    400 W KING ST
    CARSON CITY,NV89703
    N/A PC UNRESTRICTED GENERAL 1,300
    MUTTS WITH A MISSION
    PO BOX 4147
    SUFFOLK,VA23439
    N/A PC UNRESTRICTED GENERAL 1,000
    DREAM CATHER OF LA
    50 CALIFORNIA ST
    SAN FRANCISCO,CA90853
    N/A PC UNRESTRICTED GENERAL 400
    MACULAR DEGENERATION ASSOC
    5969 CATTLERIDGE BLVD
    SARASOTA,FL34232
    N/A PC UNRESTRICTED GENERAL 1,750
    FOUR PAWS INTERNATIONAL
    6 BEACON STREET
    BOSTON,MA02108
    N/A PC UNRESTRICTED GENERAL 150
    ANIMAL RECOVERY MISSION
    PO BOX 403344
    MIAMI BEACH,FL33140
    N/A PC UNRESTRICTED GENERAL 600
    CEDAR-SINAI HEALTHSYSTEM
    8700 BEVERLY BOULEVARD
    WEST HOLLYWOOD,CA90048
    N/A PC UNRESTRICTED GENERAL 20,000
    INTL FUND FOR ANIMAL WELFAR
    AKA IFAW
    290 SUMMER STREET
    YARMOUTH PORT,MA02675
    N/A PC UNRESTRICTED GENERAL 500
    CONQUER CANCER FOUNDATION
    2318 MILL RD STE 800
    ALEXANDRIA,VA22314
    N/A PC UNRESTRICTED GENERAL 1,000
    NATIONAL FDN FOR RESCUED ANIMALS
    17552 FM 14
    TYLER,TX75706
    N/A PC UNRESTRICTED GENERAL 400
    NOAHS LOST ARK INC
    8424 BEDHELL ROAD
    BERLIN CENTER,OH44401
    N/A PC UNRESTRICTED GENERAL 300
    NATIONAL ANTI VIVISECTION SOCIETY
    53 W JACKSON BLVD
    CHICAGO,IL60604
    N/A PC UNRESTRICTED GENERAL 50
    CENTER FOR VICTIMS OF TORTURE
    2356 UNIVERSITY AVENUE
    SAINT PAUL,NY55114
    N/A PC UNRESTRICTED GENERAL 200
    FEEDING AMERICA
    AKA AMERICAS 2ND HARVEST THE NATIONS
    35 EAST WACKER DRIVE
    CHICAGO,IL60640
    N/A PC UNRESTRICTED GENERAL 2,100
    ANIMAL ANGELS INC
    218 SALSIPUEDES RD
    CARMEL VALLEY,CA93924
    N/A PC UNRESTRICTED GENERAL 300
    NATIONAL CHILDRENS CANCER SOC
    500 N BROADWAY
    SAINT LOUIS,MO63102
    N/A PC UNRESTRICTED GENERAL 1,400
    LUPUS FOUNDATION OF AMERICA INC
    2121 K ST NW
    WASHINGTON,DC20037
    N/A PC UNRESTRICTED GENERAL 1,500
    NAMI
    3803 FAIRFAX DRIVE
    ARLINGTON,VA22203
    N/A PC UNRESTRICTED GENERAL 1,000
    SIDEKICK FOUNDATION
    MARA ELEPHANT PROJECT
    4000 W 106TH ST
    CARMEL,IN46032
    N/A PC UNRESTRICTED GENERAL 250
    SECOND CHANCES FOR BLIND DOGS
    4335 VAN NUYS BLVD
    SHERMAN OAKS,CA91403
    N/A PC UNRESTRICTED GENERAL 500
    LION HABITAT RANCH
    12175 BERMUDA RD
    HENDERSON,NV89044
    N/A PC UNRESTRICTED GENERAL 300
    ANIMAL EQUALITY
    8581 SANTA MONICA BLVD
    LOS ANGELES,CA90069
    N/A PC UNRESTRICTED GENERAL 1,000
    SEMPER K-9 ASSISTANCE
    PO BOX 451
    QUANTICO,VA22134
    N/A PC UNRESTRICTED GENERAL 500
    PILOTS TO THE RESCUE
    931 MANHATTAN AVE
    BROOKLYN,NY11222
    N/A PC UNRESTRICTED GENERAL 300
    PAWS OF HONOR
    6719 LOWELL AVE
    BOSTON,MA22101
    N/A PC UNRESTRICTED GENERAL 300
    MARINE MAMMAL CENTER
    2000 BUNKER ROAD
    SAUSALITO,CA94965
    N/A PC UNRESTRICTED GENERAL 800
    WILD CARE INC
    76 ALBERT PARK
    SAN RAFAEL,CA94901
    N/A PC UNRESTRICTED GENERAL 400
    BREAD FOR THE WORLD
    425 3RD ST SW ST
    WASHINGTON,DC20024
    N/A PC UNRESTRICTED GENERAL 200
    FARM SANCTUARY
    PO BOX 150
    WATKINS GLEN,NY14891
    N/A PC UNRESTRICTED GENERAL 1,700
    AARP FOUNDATION
    601 E ST NW
    WASHINGTON,DC20049
    N/A PC UNRESTRICTED GENERAL 300
    AMNESTY INTERNATIONAL INC
    5 PENN PLAZA
    NEW YORK,NY10001
    N/A PC UNRESTRICTED GENERAL 3,000
    EPILEPSY FOUNDATION
    8301 PROFESSIONAL PLACE
    LANDOVER,MD20785
    N/A PC UNRESTRICTED GENERAL 500
    AMERICAN INST FOR CANCER RESEARCH
    1560 WILSON BLVD
    ARLINGTON,VA22209
    N/A PC UNRESTRICTED GENERAL 250
    NO KID HUNGRY
    PO BOX 75475
    BALTIMORE,MD21275
    N/A   UNRESTRICTED GENERAL 300
    DISABLED AMERICAN VETERANS
    3725 ALEXNDRIA PIKE
    COLD SPRINGS,KY41076
    N/A PC UNRESTRICTED GENERAL 200
    ALLEY CAT RESCUE
    PO BOX 96499
    WASHINGTON,DC20077
    N/A PC UNRESTRICTED GENERAL 450
    AMERICAN RED CROSS
    431 18TH STREET
    WASHINGTON,DC20006
    N/A PC UNRESTRICTED GENERAL 21,100
    NATIONAL WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DRIVE
    RESTON,VA20190
    N/A PC UNRESTRICTED GENERAL 300
    HUMANE SOCIETY OF THE UNITED STATES
    1255 23RD STREET NW
    WASHINGTON,DC20879
    N/A PC UNRESTRICTED GENERAL 3,000
    NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE
    ARLINGTON,VA22203
    N/A PC UNRESTRICTED GENERAL 1,200
    PROJECT HOPE THE PEOPLE TO PEOPLE
    PO BOX 250
    MILLWOOD,VA22646
    N/A PC UNRESTRICTED GENERAL 300
    INTERNATIONAL ANIMAL RESCUE
    PO BOX 137
    SHREWSBURY,MA01545
    N/A PC UNRESTRICTED GENERAL 300
    MERCY FOR ANIMALS
    7908 SANTA MONICA BLVD
    W HOLLYWOOD,CA90046
    N/A PC UNRESTRICTED GENERAL 100
    BOYS AND GIRLS CLUB OF METRO
    ATLANTA
    1275 PEACHTREE ST
    ATLANTA,GA30309
    N/A PC UNRESTRICTED GENERAL 1,000
    ARTHRITIS FOUNDATION
    1355 PEACHTREE ST
    ATLANTA,GA30309
    N/A PC UNRESTRICTED GENERAL 200
    COMPANION ANIMAL PROTECTION SOCIETY
    759 CJC HIGHWAY 332
    COHASSET,MA02025
    N/A PC UNRESTRICTED GENERAL 250
    RING DOG RESCUE INC
    PO BOX 28632
    RICHMOND,VA23228
    N/A PC UNRESTRICTED GENERAL 400
    ST JUDE CHILDRENS RESEARCH HOSP
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105
    N/A PC UNRESTRICTED GENERAL 5,600
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104
    N/A PC UNRESTRICTED GENERAL 15,000
    SAVE THE CHIMPS INC
    PO BOX 12220
    FORT PIERCE,FL34979
    N/A PC UNRESTRICTED GENERAL 50
    FEED THE CHILDREN
    333 N MERIDIAN AVE
    OKLAHOMA CITY,OK73107
    N/A PC UNRESTRICTED GENERAL 1,000
    FRONT RANGE RESCUE
    PO BOX 18111
    BOULDER,CO80308
    N/A PC UNRESTRICTED GENERAL 300
    SOUTHERN WINDS EQUINE RESCUE
    4447 2ND ROAD
    UDALL,KS67146
    N/A PC UNRESTRICTED GENERAL 200
    PRIDEROCK WILDLIFE REFUGE
    17194 COUNTY ROAD
    TERRELL,TX75161
    N/A PC UNRESTRICTED GENERAL 500
    ORPHAN ACRES INC
    1183 ROTHFORK RD
    VIOLA,ID83872
    N/A PC UNRESTRICTED GENERAL 500
    HORSEPOWER SACTUARIES
    REDWINGS HORSE RESCUE
    47240 LOCKWOOD RD
    LOCKWOOD,CA93932
    N/A PC UNRESTRICTED GENERAL 500
    PEACEFUL DONKEY RESCUE INC
    PO BOX 216
    MILES,TX76861
    N/A PC UNRESTRICTED GENERAL 500
    IRONDOG k-9 INTERNATIONAL
    110 RIVERBEND DRIVE
    MCDONOUGH,GA30252
    N/A PC UNRESTRICTED GENERAL 400
    PROTECTING K9 HEROES
    2690 GLENNWOOD DYER RD
    LYNWOOD,IL60411
    N/A PC UNRESTRICTED GENERAL 200
    POINT FOUNDAITON
    6380 WILSHIRE BLVD
    LOS ANGELES,CA90048
    N/A PC UNRESTRICTED GENERAL 2,600
    APLA HEALTH & WELLNESS
    611 SOUTH KINGSLEY DR
    LOS ANGELES,CA90005
    N/A PC UNRESTRICTED GENERAL 2,000
    KEEPERS OF THE WILD
    13441 E HIGHWAY 66
    VALENTINE,AZ86437
    N/A PC UNRESTRICTED GENERAL 2,000
    HAPPY CAT INC
    PO BOX 688
    CORAM,NY11727
    N/A PC UNRESTRICTED GENERAL 200
    PET PARTNERS
    345 118TH AVE SE
    BELLEVUE,WA98005
    N/A PC UNRESTRICTED GENERAL 100
    HABITAT FOR HUMANITY INTL
    285 PEACHTREE CTR
    ATLANTA,GA30303
    N/A PC UNRESTRICTED GENERAL 400
    EARTHJUSTICE
    50 CALIFORNIA ST
    SAN FRANCISCO,CA94111
    N/A PC UNRESTRICTED GENERAL 1,200
    GLAUCOMA RESEARCH FDN
    251 POST STREET
    SAN FRANCISCO,CA94108
    N/A PC UNRESTRICTED GENERAL 1,000
    ANIMAL LEGAL DEFENSE FUND
    1004 FARNAM STREET
    OMAHA,NE68102
    N/A PC UNRESTRICTED GENERAL 300
    TENDERLOIN NEIGHBORHOOD DEV
    201 EDDY STREET
    SAN FRANCISCO,CA94102
    N/A PC UNRESTRICTED GENERAL 100
    MAKE A WISH FOUNDATION
    1333 BROADWAY
    OAKLAND,CA94612
    N/A PC UNRESTRICTED GENERAL 400
    EASTER SEALS SC
    1063 MCGAW AVE
    IRVINE,CA92614
    N/A PC UNRESTRICTED GENERAL 25
    BORN FREE USA UNITED
    1122 S STREET
    SACRAMENTO,CA95822
    N/A PC UNRESTRICTED GENERAL 200
    BRAILLE INSTITUE OF AMERICA INC
    741 N VERMONT AVE
    LOS ANGELES,CA90029
    N/A PC UNRESTRICTED GENERAL 2,000
    GOODWILL INDUSTRIES
    342 N SAN FERNANDO RD
    LOS ANGELES,CA90031
    N/A PC UNRESTRICTED GENERAL 200
    JEWISH FEDERATION COUNCIL
    OF GREATER LOS ANGELES
    6505 WILSHIRE BLVD
    LOS ANGELES,CA90048
    N/A PC UNRESTRICTED GENERAL 10,000
    VISTA DEL MAR CHILD AND FAMILY SRV
    AKA MIRACLE PROJECT
    3200 MOTOR AVE
    LOS ANGELES,CA90034
    N/A PC UNRESTRICTED GENERAL 2,000
    CHILDRENS HOSPITAL
    4650 SUNSET BLVD
    LOS ANGELES,CA90027
    N/A PC UNRESTRICTED GENERAL 300
    JEWISH BIG BROTHER AND BIG SISTERS
    11150 W OLYMPIC BLVD
    LOS ANGELES,CA90064
    N/A PC UNRESTRICTED GENERAL 21,000
    UNION RESCUE MISSION
    545 S SAN PEDRO ST
    LOS ANGELES,CA90013
    N/A PC UNRESTRICTED GENERAL 2,200
    LOS ANGELES SPCA
    5026 W JEFFERSON BLVD
    LOS ANGELES,CA90016
    N/A PC UNRESTRICTED GENERAL 16,000
    WAYFINDER FAMILY SERVICES
    5300 ANGELES VISTA BLVD
    VIEW PARK,CA90043
    N/A PC UNRESTRICTED GENERAL 1,000
    UNITED WAY OF GREATER LA
    1150 SOUTH OLIVE STREET
    LOS ANGELES,CA90015
    N/A PC UNRESTRICTED GENERAL 8,000
    LOS ANGELES MISSION INC
    303 E 5TH STREET
    LOS ANGELES,CA90013
    N/A PC UNRESTRICTED GENERAL 2,300
    KOCE-TV FOUNDATION
    3080 BRISTOL ST
    COSTA MESA,CA92626
    N/A PC UNRESTRICTED GENERAL 1,200
    CITY OF HOPE
    1500 DUARTE ROAD
    DUARTE,CA91010
    N/A PC UNRESTRICTED GENERAL 20,000
    GAY MENS CHORUS OF LA
    8380 SANTA MONICA BLVD
    WEST HOLLYWOOD,CA90069
    N/A PC UNRESTRICTED GENERAL 5,000
    LA JEWISH HOME FOR THE AGING
    7150 TAMPA AVE
    RESEDA,CA91335
    N/A PC UNRESTRICTED GENERAL 5,000
    INTERNATIONAL MEDICAL CORP
    12400 WILSHIRE BLVD
    LOS ANGELES,CA90025
    N/A PC UNRESTRICTED GENERAL 500
    PROJECT ANGEL FOOD
    922 VINE STREET
    LOS ANGELES,CA90038
    N/A PC UNRESTRICTED GENERAL 1,200
    LANGE FOUNDATION
    27567 OAK SPRINGS CANYON RD
    CANYON COUNTRY,CA91387
    N/A PC UNRESTRICTED GENERAL 20,000
    SPECIAL OLYMPICS SOUTHERN CA
    1600 FORBES WAY
    LONG BEACH,CA90810
    N/A PC UNRESTRICTED GENERAL 2,000
    LIFE SAVERS INC
    35700 SAND CANYON ROAD
    CALIENTE,CA93518
    N/A PC UNRESTRICTED GENERAL 500
    THE TREVOR PROJECT
    8704 SANTA MONICA BLVD
    WEST HOLLYWOOD,CA90069
    N/A PC UNRESTRICTED GENERAL 2,000
    Total .................................bullet 3a 317,125
    bApproved for future payment
    Total .................................bullet 3b  
    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.)
    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 5,993  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 27,934  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        1 858  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   34,785  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    34,785
    (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 (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? ...........
    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 instr.)
    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


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    Form 990-PF (2019)
    Additional Data


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