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
ATTIAS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)11100 SANTA MONICA BL 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90025
A Employer identification number

11-3737518
B Telephone number (see instructions)

(310) 734-1234
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$7,519,837
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 35 35  
4 Dividends and interest from securities... 137,395 137,395  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 552,217
b Gross sales price for all assets on line 6a 2,610,752
7 Capital gain net income (from Part IV, line 2)... 552,217
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 689,647 689,647  
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 39,159 39,159   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,418 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,577 39,159   0
25 Contributions, gifts, grants paid....... 1,025,500 1,025,500
26 Total expenses and disbursements. Add lines 24 and 25 1,068,077 39,159   1,025,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -378,430
b Net investment income (if negative, enter -0-) 650,488
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.............      
2 Savings and temporary cash investments......... 174,782 272,652 272,652
3 Accounts receivable bullet76,000
Less: allowance for doubtful accounts bullet     76,000 76,000
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) 1,442,668 Click to see attachment485,125 482,821
b Investments—corporate stock (attach schedule)....... 2,796,102 Click to see attachment3,243,194 5,280,053
c Investments—corporate bonds (attach schedule)....... 1,365,667 Click to see attachment1,351,293 1,386,661
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 39,911 Click to see attachment12,436 21,650
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) 5,819,130 5,440,700 7,519,837
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 5,819,130 5,440,700
29 Total net assets or fund balances (see instructions)..... 5,819,130 5,440,700
30 Total liabilities and net assets/fund balances (see instructions). 5,819,130 5,440,700
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
5,819,130
2
Enter amount from Part I, line 27a .....................
2
-378,430
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,440,700
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
5,440,700
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 39 SHS ALCON INC P 2019-04-11 2020-02-03
b 4 SHS ALLEGION PUB LTD CO P 2020-03-12 2020-12-08
c 27 SHS ALLEGION PUB LTD CO P 2020-03-12 2020-12-16
d 155 SHS AMN HEALTHCARE SERVICES INC P 2019-10-17 2020-06-17
e 53 SHS BENTLEY SYSTEMS INC CL B P 2020-09-25 2020-12-16
15 SHS BRIGHT HORIZONS FAM SOL IN DEL P 2020-06-10 2020-12-16
94 SHS BUNZL PUB LTD CO SP ADR P 2019-12-05 2020-02-03
30 SHS BUNZL PUB LTD CO SP ADR P 2019-12-05 2020-08-06
4 SHS CHEMED CORP P 2020-06-17 2020-12-08
6 SHS CHEMED CORP P 2020-06-17 2020-12-16
18 SHS EQUIFAX INC P 2019-07-31 2020-02-03
15 SHS EXPONENT INC P 2020-06-12 2020-12-08
14 SHS EXPONENT INC P 2020-06-12 2020-12-16
9 SHS FAIR ISAAC CORP P 2019-10-17 2020-02-03
65000 FEDERAL FARM CREDIT BANKS P 2019-12-31 2020-06-19
65000 FEDERAL HOME LOAN MTG CORP P 2019-11-13 2020-02-13
55000 FEDERAL HOME LOAN BANKS P 2016-08-10 2020-04-23
65000 FEDERAL FARM CREDIT BANKS P 2019-11-06 2020-02-26
55000 FEDERAL HOME LOAN MTG CORP P 2020-02-27 2020-05-26
60000 FEDERAL HOME LOAN BANKS P 2019-11-26 2020-05-26
65000 FEDERAL FARM CREDIT BANKS P 2019-09-24 2020-01-09
60000 FEDERAL HOME LOAN BANKS P 2020-03-03 2020-06-03
55000 FEDERAL HOME LOAN BANKS P 2020-04-06 2020-08-19
60000 FEDERAL HOME LOAN MTG CORP P 2020-02-18 2020-05-18
37.94 SHS INGERSOLL RAND INC P 2019-08-29 2020-03-09
36 SHS LAMB WESTON HOLDINGS INC P 2019-11-13 2020-02-03
128 SHS NVENT ELECTRIC PLC P 2019-04-11 2020-02-03
71 SHS ROLLINS INC P 2019-08-27 2020-02-03
48 SHS ROYAL DUTCH SHELL PLC SP ADR A P 2020-03-09 2020-10-28
20 SHS STERIS PLC SHS USD P 2019-06-20 2020-02-03
88 SHS TOTAL SA SP ADR P 2020-03-09 2020-05-07
40000 UNITED STATES TREAS NTS P 2019-04-25 2020-02-05
30000 UNITED STATES TREAS NTS P 2019-09-06 2020-02-05
12 SHS ZEBRA TECHNOLOGIES CORP CL A P 2019-06-28 2020-02-03
18 SHS ACCENTURE PLC IRELAND CLASS A P 2015-11-16 2020-02-03
22 SHS AIA GROUP LTD SP ADR P 2017-07-07 2020-02-03
40 SHS AIA GROUP LTD SP ADR P 2017-07-07 2020-08-06
127 SHS AIR LIQUIDE ADR P 2009-03-06 2020-02-03
93 SHS AIR LIQUIDE ADR P 2009-03-06 2020-03-09
54 SHS AMN HEALTHCARE SERVICES INC P 2018-02-07 2020-02-03
382 SHS AMN HEALTHCARE SERVICES INC P 2018-02-07 2020-06-17
32 SHS ANALOG DEVICES INC P 2013-12-27 2020-02-03
47 SHS ANALOG DEVICES INC P 2013-12-27 2020-12-02
16 SHS ASPEN TECHNOLOGY INC P 2015-04-15 2020-12-08
18 SHS ASPEN TECHNOLOGY INC P 2015-04-15 2020-12-16
39 SHS ASPEN TECHNOLOGY INC P 2015-04-15 2020-02-03
80 SHS ASPEN TECHNOLOGY INC P 2015-04-15 2020-03-12
131 SHS ASSA ABLOY ABM ADR P 2018-01-16 2020-02-03
106 SHS ASSA ABLOY ABM ADR P 2018-01-16 2020-08-06
232 SHS ASSA ABLOY ABM ADR P 2018-01-16 2020-08-12
49 SHS ATLAS COPCO ABM SP ADR A P 2018-07-23 2020-02-03
31 SHS ATLAS COPCO ABM SP ADR A P 2018-07-23 2020-08-06
123 SHS ATLAS COPCO ABM SP ADR A P 2018-07-23 2020-08-12
11 SHS BECTON DICKINSON & CO P 2016-11-28 2020-02-03
66 SHS BERKLEY W R CORP P 2015-06-23 2020-02-03
48 SHS BERKLEY W R CORP P 2015-06-23 2020-12-16
36 SHS BP PLC SP ADR P 2009-03-06 2020-02-03
23 SHS BP PLC SP ADR P 2009-04-24 2020-02-03
12 SHS BP PLC SP ADR P 2009-04-24 2020-08-06
41 SHS BP PLC SP ADR P 2014-09-09 2020-08-06
170 SHS BRAMBLES LTD SP ADR P 2017-07-20 2020-02-03
142 SHS BRAMBLES LTD SP ADR P 2017-07-20 2020-08-06
28 SHS BROADRIDGE FINANCIAL SOLUTIONS INC P 2016-05-04 2020-02-03
44 SHS CDW CORP P 2014-12-04 2020-02-03
8 SHS CDW CORP P 2014-12-04 2020-12-08
27 SHS CDW CORP P 2014-12-04 2020-12-16
24 SHS CHARLES RIVER LABORATORIES INTL INC P 2018-09-19 2020-02-03
4 SHS CHARLES RIVER LABORATORIES INTL INC P 2018-09-19 2020-12-08
18 SHS CHARLES RIVER LABORATORIES INTL INC P 2018-09-19 2020-12-16
61 SHS CHINA MOBILE LIMITED SP ADR P 2012-07-05 2020-02-03
49 SHS CHINA MOBILE LIMITED SP ADR P 2012-07-05 2020-08-06
46 SHS CHUNGHWA TELECOM CO LTD P 2009-03-26 2020-02-03
40 SHS CHUNGHWA TELECOM CO LTD P 2009-03-26 2020-08-06
14 SHS CME GROUP INC P 2013-01-17 2020-02-03
60000 SHS COLGATE PALMOLIVE CO P 2019-02-15 2020-12-18
96 SHS COMPASS GROUP PLC SP ADR P 2018-02-06 2020-02-03
1054 SHS COMPASS GROUP PLC SP ADR P 2018-02-06 2020-04-06
11 SHS COMPUTERSHARE LTD SP ADR P 2011-12-23 2020-02-03
117 SHS COMPUTERSHARE LTD SP ADR P 2013-04-24 2020-02-03
113 SHS COMPUTERSHARE LTD SP ADR P 2013-04-24 2020-08-06
213 SHS COMPUTERSHARE LTD SP ADR P 2014-02-28 2020-08-06
13 SHS COOPER COS INC P 2015-02-19 2020-02-03
11 SHS COOPER COS INC P 2015-02-19 2020-12-16
50 SHS COPART INC P 2017-06-27 2020-02-03
34 SHS COPART INC P 2017-06-27 2020-12-16
18 SHS CROWN CASTLE INTL CORP P 2017-03-24 2020-02-03
128 SHS DEUTSCHE POST AG SP ADR P 2018-09-24 2020-02-03
103 SHS DEUTSCHE POST AG SP ADR P 2018-09-24 2020-08-06
94 SHS DEUTSCHE POST AG SP ADR P 2018-09-24 2020-08-12
156 SHS DEUTSCHE POST AG SP ADR P 2018-09-24 2020-10-28
13 SHS DIAGEO PLC SP ADR P 2018-12-04 2020-02-03
86 SHS DOCUSIGN INC P 2018-10-24 2020-02-03
121 SHS DOCUSIGN INC P 2018-10-24 2020-05-21
131 SHS DOCUSIGN INC P 2018-10-24 2020-07-10
46 SHS DOCUSIGN INC P 2018-10-24 2020-09-14
4 SHS DOCUSIGN INC P 2019-08-07 2020-09-14
19 SHS DOCUSIGN INC P 2019-08-07 2020-12-16
97 SHS ELANCO ANIMAL HEALTH INC P 2018-09-20 2020-02-03
88 SHS ELANCO ANIMAL HEALTH INC P 2018-09-20 2020-12-16
16 SHS EQUIFAX INC P 2019-07-31 2020-12-16
61 SHS EXPEDITORS INTL WASH INC P 2012-08-09 2020-02-03
214 SHS EXPEDITORS INTL WASH INC P 2012-08-09 2020-03-11
195 SHS EXPEDITORS INTL WASH INC P 2013-03-22 2020-03-11
155 SHS EXXON MOBIL CORP P 2010-05-26 2020-03-11
2 SHS FAIR ISAAC CORP P 2019-10-17 2020-12-08
3 SHS FAIR ISAAC CORP P 2019-10-17 2020-12-16
50000 FEDERAL FARM CREDIT BANKS P 2016-10-05 2020-03-09
50000 FEDERAL HOME LOAN BANKS P 2016-11-17 2020-03-04
55000 FEDERAL HOME LOAN BANKS P 2016-05-26 2020-02-12
55000 FEDERAL FARM CREDIT BANKS P 2020-02-14 2020-05-04
50000 FEDERAL HOME LOAN BANKS P 2016-06-23 2020-02-24
7 FHLMC PC GOLD COMB 30 P 2005-07-27 2020-01-15
7 FHLMC PC GOLD COMB 30 P 2005-07-27 2020-02-15
7 FHLMC PC GOLD COMB 30 P 2005-07-27 2020-03-15
6 FHLMC PC GOLD COMB 30 P 2005-07-27 2020-04-15
6 FHLMC PC GOLD COMB 30 P 2005-07-27 2020-05-15
6 FHLMC PC GOLD COMB 30 P 2005-07-27 2020-06-15
42 FHLMC PC GOLD COMB 30 P 2005-07-27 2020-07-15
7 FHLMC PC GOLD COMB 30 P 2005-07-27 2020-08-15
9 FHLMC PC GOLD COMB 30 P 2005-07-27 2020-09-15
5 FHLMC PC GOLD COMB 30 P 2005-07-27 2020-10-15
122 FHLMC PC GOLD COMB 30 P 2005-07-27 2020-11-15
5 FHLMC PC GOLD COMB 30 P 2005-07-27 2020-12-15
25 SHS FIDELITY NATL INFORMATION SERVICES P 2018-11-14 2020-02-03
85 SHS FLIR SYSTEMS INC P 2018-04-16 2020-02-03
66 SHS FLIR SYSTEMS INC P 2018-04-16 2020-12-16
146 SHS GEA GROUP AG SP ADR P 2014-06-10 2020-08-06
1 SHS GEA GROUP AG SP ADR P 2014-06-10 2020-08-12
126 SHS GEA GROUP AG SP ADR P 2014-10-23 2020-08-12
14 SHS GEA GROUP AG SP ADR P 2014-10-23 2020-10-28
110 SHS GEA GROUP AG SP ADR P 2015-01-15 2020-10-28
102 SHS GEA GROUP AG SP ADR P 2018-09-24 2020-10-28
94 SHS GEA GROUP AG SP ADR P 2014-06-10 2020-02-03
39 SHS GLAXOSMITHKLINE PLC P 2009-03-06 2020-02-03
46 SHS GLAXOSMITHKLINE PLC P 2009-03-06 2020-08-06
23 SHS HONEYWELL INTL INC P 2014-10-15 2020-02-03
35 SHS HONEYWELL INTL INC P 2014-10-15 2020-12-02
0.84 SHS INGERSOLL RAND INC P 2018-11-12 2020-03-04
195.06 SHS INGERSOLL RAND INC P 2018-11-12 2020-03-09
28 SHS INGERSOLL-RAND PLC P 2018-11-14 2020-02-03
52 SHS INTERACTIVE BROKERS GROUP INC P 2018-12-24 2020-02-03
33 SHS INTERACTIVE BROKERS GROUP INC P 2018-12-24 2020-12-16
86.25 SHS ISHARES MSCI MALAYSIA ETF P 2009-03-06 2020-02-03
57.75 SHS ISHARES MSCI MALAYSIA ETF P 2011-01-25 2020-02-03
48.5 SHS ISHARES MSCI MALAYSIA ETF P 2011-01-25 2020-08-06
67.5 SHS ISHARES MSCI MALAYSIA ETF P 2013-04-23 2020-08-06
95 SHS ISHARES MSCI SINGAPORE ETF P 2009-03-06 2020-02-03
101 SHS ISHARES MSCI SINGAPORE ETF P 2009-03-06 2020-08-06
24 SHS ISHARES MSCI TAIWAN ETF P 2015-08-03 2020-02-03
37 SHS ISHARES MSCI TAIWAN ETF P 2015-08-03 2020-08-06
55000 SHS JOHNSON & JOHNSON P 2014-09-12 2020-02-10
196 SHS KDDI CORP ADR P 2013-07-25 2020-02-03
170 SHS KDDI CORP ADR P 2013-07-25 2020-08-06
133 SHS AIR LIQUIDE ADR P 2009-03-06 2020-08-06
156 SHS AIR LIQUIDE ADR P 2009-03-06 2020-08-12
30 SHS LAMAR ADVERTISING CO CL A P 2017-07-06 2020-02-03
134 SHS LAMAR ADVERTISING CO CL A P 2017-07-06 2020-04-06
80 SHS LAMAR ADVERTISING CO CL A P 2018-11-14 2020-04-06
101 SHS LAMAR ADVERTISING CO CL A P 2018-11-14 2020-04-07
28 SHS LAS VEGAS SANDS CORP P 2014-08-26 2020-02-03
90 SHS LEGAL & GEN GROUP PLC P 2009-03-06 2020-02-03
183 SHS LEGAL & GEN GROUP PLC P 2009-03-06 2020-08-06
20 SHS LENNOX INTL INC P 2017-03-16 2020-02-03
9 SHS LENNOX INTL INC P 2017-03-16 2020-12-16
14 SHS LINDE PLC P 2018-02-02 2020-02-03
43 SHS LOWES COS INC P 2012-07-31 2020-02-03
81 SHS LOWES COS INC P 2012-07-31 2020-09-28
38 SHS MARSH & MCLENNAN COS INC P 2014-10-20 2020-02-03
17 SHS MCDONALDS CORP P 2018-03-09 2020-02-03
73 SHS MITSUBISHI ELEC CORP ADR P 2012-02-02 2020-02-03
79 SHS MITSUBISHI ELEC CORP ADR P 2012-02-02 2020-08-06
63 SHS MITSUBISHI ELEC CORP ADR P 2012-11-01 2020-08-06
12 SHS MOODYS CORP P 2016-09-02 2020-02-03
27 SHS MSCI INC P 2012-09-24 2020-02-03
20 SHS MSCI INC P 2012-09-24 2020-03-12
25 SHS MSCI INC P 2012-09-24 2020-06-04
5 SHS MSCI INC P 2014-03-19 2020-06-04
13 SHS MSCI INC P 2014-03-19 2020-12-16
28.92 SHS NATIONAL GRID PLC SP ADR NE P 2009-03-06 2020-02-03
11.08 SHS NATIONAL GRID PLC SP ADR NE P 2009-04-24 2020-02-03
21 SHS NATIONAL GRID PLC SP ADR NE P 2009-04-24 2020-08-06
11 SHS NATIONAL GRID PLC SP ADR NE P 2014-09-09 2020-08-06
2 SHS NESTLE SA SP ADR P 2007-12-03 2020-08-06
64 SHS NEWCREST MINING LTD SP ADR P 2013-07-25 2020-02-03
97 SHS NEWCREST MINING LTD SP ADR P 2013-07-25 2020-08-06
151 SHS NEWCREST MINING LTD SP ADR P 2013-07-25 2020-08-12
286 SHS NEWCREST MINING LTD SP ADR P 2013-07-25 2020-11-27
42 SHS NEWCREST MINING LTD SP ADR P 2019-07-19 2020-11-27
12 SHS NEXTERA ENERGY INC P 2018-11-14 2020-02-03
220 SHS NIHON KOHDEN CORP ADR P 2016-02-16 2020-02-03
239 SHS NIHON KOHDEN CORP ADR P 2016-02-16 2020-03-09
77 SHS NIHON KOHDEN CORP ADR P 2016-02-16 2020-05-07
295 SHS NIHON KOHDEN CORP ADR P 2017-05-11 2020-05-07
26 SHS NIHON KOHDEN CORP ADR P 2017-05-11 2020-08-06
7 SHS NORDSON CORP P 2012-06-01 2020-12-08
14 SHS NORDSON CORP P 2012-06-01 2020-12-16
24 SHS NORDSON CORP P 2012-06-01 2020-02-03
40 SHS NOVARTIS A G P 2009-04-24 2020-02-03
5 SHS NOVARTIS A G P 2010-06-22 2020-02-03
34 SHS NOVARTIS A G P 2010-06-22 2020-03-09
40 SHS NOVARTIS A G P 2010-06-22 2020-05-07
26 SHS NOVARTIS A G P 2010-06-22 2020-08-06
8 SHS NOVARTIS A G P 2011-03-29 2020-08-06
891 SHS NVENT ELECTRIC PLC P 2019-04-11 2020-08-28
62 SHS ORACLE CORP P 2017-03-24 2020-02-03
7 SHS ORACLE CORP P 2017-09-20 2020-02-03
10 SHS PNC FINANCIAL SERVICES GROUP INC P 2009-07-30 2020-02-03
18 SHS PNC FINANCIAL SERVICES GROUP INC P 2012-12-12 2020-02-03
28 SHS POOL CORPORATION P 2017-09-22 2020-02-03
16 SHS POOL CORPORATION P 2017-09-22 2020-12-16
57 SHS POWER ASSETS HOLDINGS LTD P 2009-11-11 2020-02-03
145 SHS POWER ASSETS HOLDINGS LTD P 2009-11-11 2020-08-06
27 SHS PRIMERICA INC P 2015-04-14 2020-02-03
43 SHS PRIMERICA INC P 2015-04-14 2020-08-27
142 SHS PRIMERICA INC P 2015-08-25 2020-08-27
278 SHS QBE INSURANCE GROUP LTD P 2017-07-20 2020-02-03
338 SHS QBE INSURANCE GROUP LTD P 2017-07-20 2020-08-06
314 SHS QBE INSURANCE GROUP LTD P 2017-07-20 2020-08-12
40000 SHS QUALCOMM INC P 2018-04-18 2020-02-06
20000 SHS QUALCOMM INC P 2018-10-09 2020-02-06
22 SHS RBC BEARINGS INC P 2013-09-06 2020-02-03
70 SHS RBC BEARINGS INC P 2013-09-06 2020-09-22
125 SHS RBC BEARINGS INC P 2014-08-21 2020-09-22
74 SHS RECKITT BENCKISER PLC SP ADR P 2018-03-28 2020-02-03
79 SHS RECKITT BENCKISER PLC SP ADR P 2018-03-28 2020-08-06
98 SHS RECKITT BENCKISER PLC SP ADR P 2018-03-28 2020-08-12
26 SHS RIO TINTO PLC SP ADR P 2015-01-15 2020-02-03
19 SHS RIO TINTO PLC SP ADR P 2015-01-15 2020-08-06
7 SHS RIO TINTO PLC SP ADR P 2016-06-20 2020-08-06
143 SHS ROCHE HOLDING LTD SP ADR P 2010-05-21 2020-02-03
4 SHS ROCHE HOLDING LTD SP ADR P 2010-05-21 2020-03-09
179 SHS ROCHE HOLDING LTD SP ADR P 2010-06-22 2020-03-09
78 SHS ROCHE HOLDING LTD SP ADR P 2010-06-22 2020-05-07
13 SHS ROCHE HOLDING LTD SP ADR P 2010-06-22 2020-08-06
74 SHS ROCHE HOLDING LTD SP ADR P 2011-01-25 2020-08-06
0.5 SHS ROLLINS INC P 2019-08-27 2020-12-15
19 SHS ROYAL DUTCH SHELL PLC SP ADR A P 2012-04-02 2020-02-03
9 SHS ROYAL DUTCH SHELL PLC SP ADR A P 2012-04-02 2020-08-06
57 SHS ROYAL DUTCH SHELL PLC SP ADR A P 2012-11-01 2020-08-06
18 SHS ROYAL DUTCH SHELL PLC SP ADR A P 2012-11-01 2020-10-28
152 SHS ROYAL DUTCH SHELL PLC SP ADR A P 2017-07-20 2020-10-28
18 SHS ROYAL DUTCH SHELL PLC SP ADR A P 2020-03-09 2020-10-28
25 SHS ROYAL DUTCH SHELL PLC SP ADR B P 2009-03-06 2020-08-06
10 SHS ROYAL DUTCH SHELL PLC SP ADR B P 2009-04-24 2020-08-06
25 SHS ROYAL DUTCH SHELL PLC SP ADR B P 2009-03-06 2020-02-03
16 SHS SANOFI SP ADR P 2009-03-06 2020-02-03
55 SHS SANOFI SP ADR P 2009-04-24 2020-02-03
30 SHS SANOFI SP ADR P 2010-04-29 2020-02-03
97 SHS SANOFI SP ADR P 2010-04-29 2020-05-07
13 SHS SANOFI SP ADR P 2010-04-29 2020-08-06
57 SHS SANOFI SP ADR P 2012-04-02 2020-08-06
1 SHS SAP SE SP ADR P 2010-01-12 2020-02-03
24 SHS SAP SE SP ADR P 2012-07-05 2020-02-03
27 SHS SAP SE SP ADR P 2012-07-05 2020-05-07
4 SHS SAP SE SP ADR P 2012-07-05 2020-08-06
24 SHS SAP SE SP ADR P 2014-06-10 2020-08-06
18 SHS SAP SE SP ADR P 2014-06-10 2020-08-12
2 SHS SAP SE SP ADR P 2015-01-15 2020-08-12
65 SHS SCOTTS MIRACLE-GRO CO CL A P 2018-01-31 2020-02-03
33 SHS SCOTTS MIRACLE-GRO CO CL A P 2018-01-31 2020-12-16
93 SHS SINGAPORE TELECOM LTD SP P 2018-05-03 2020-02-03
48 SHS SINGAPORE TELECOM LTD SP P 2018-05-03 2020-08-06
54 SHS SITEONE LANDSCAPE SUPPLY INC P 2018-10-05 2020-02-03
6 SHS SITEONE LANDSCAPE SUPPLY INC P 2018-10-05 2020-12-08
26 SHS SITEONE LANDSCAPE SUPPLY INC P 2018-10-05 2020-12-16
16 SHS SNAP ON INC P 2016-11-18 2020-02-03
15 SHS SNAP ON INC P 2016-11-18 2020-02-13
147 SHS SNAP ON INC P 2017-07-03 2020-02-13
19 SHS TAIWAN SEMICONDUCTOR MFG LTD P 2017-05-11 2020-02-03
38 SHS TAIWAN SEMICONDUCTOR MFG LTD P 2017-05-11 2020-08-06
61 SHS TAIWAN SEMICONDUCTOR MFG LTD P 2017-05-11 2020-08-12
17 SHS TELENOR ASA SP ADR P 2009-03-06 2020-02-03
30 SHS TELENOR ASA SP ADR P 2009-03-06 2020-08-06
65 SHS TELENOR ASA SP ADR P 2015-01-15 2020-08-06
39 SHS TERADYNE INC P 2017-07-31 2020-02-03
83 SHS TERADYNE INC P 2017-07-31 2020-02-03
51 SHS TERADYNE INC P 2017-07-31 2020-12-02
78 SHS TERADYNE INC P 2018-05-07 2020-12-02
19 SHS TERADYNE INC P 2018-05-07 2020-12-08
50 SHS TERADYNE INC P 2018-05-07 2020-12-16
84 SHS SCHWAB CHARLES CORP P 2013-01-17 2020-02-03
53 SHS THOR INDUSTRIES INC P 2018-06-01 2020-02-03
22 SHS THOR INDUSTRIES INC P 2018-06-01 2020-12-16
28 SHS TOTAL SA SP ADR P 2009-10-08 2020-02-03
20 SHS TOTAL SA SP ADR P 2009-10-08 2020-05-07
60 SHS TOTAL SA SP ADR P 2010-04-29 2020-05-07
40 SHS TOTAL SA SP ADR P 2012-03-15 2020-05-07
105 SHS TOTAL SA SP ADR P 2012-04-02 2020-05-07
55 SHS TOTAL SA SP ADR P 2012-11-01 2020-05-07
SHS UNIFORM MBS POOL P 2005-08-02 2020-12-31
71 SHS UNILEVER PLC NY P 2010-04-29 2020-02-03
3 SHS UNILEVER PLC NY P 2011-01-13 2020-02-03
42 SHS UNILEVER PLC NY P 2011-01-13 2020-08-06
70 SHS UNITED OVERSEAS BANK LTD P 2009-03-06 2020-02-03
36 SHS UNITED OVERSEAS BANK LTD P 2009-03-06 2020-08-06
40000 SHS UNITED STATES TREAS NTS P 2019-09-06 2020-09-30
41 SHS US BANCORP DEL P 2012-05-24 2020-02-03
31 SHS US BANCORP DEL P 2015-03-10 2020-02-03
20.82 SHS VODAFONE GROUP PLC NEW P 2009-04-24 2020-02-03
67.18 SHS VODAFONE GROUP PLC NEW P 2013-01-22 2020-02-03
1 SHS VODAFONE GROUP PLC NEW P 2013-01-22 2020-08-06
94 SHS VODAFONE GROUP PLC NEW P 2016-04-04 2020-08-06
114 SHS VTECH HOLDINGS LTD ADR P 2009-04-24 2020-02-03
81 SHS VTECH HOLDINGS LTD ADR P 2009-04-24 2020-08-06
221 SHS VTECH HOLDINGS LTD ADR P 2009-04-24 2020-10-28
218 SHS VTECH HOLDINGS LTD ADR P 2014-02-28 2020-10-28
21 SHS WASTE MANAGEMENT INC P 2015-09-10 2020-02-03
32 SHS WEC ENERGY GROUP INC P 2015-08-17 2020-02-03
15 SHS WINMARK CORP P 2014-10-24 2020-02-03
42 SHS WINMARK CORP P 2014-10-24 2020-06-01
76 SHS WINMARK CORP P 2016-08-02 2020-06-01
48 SHS WOLTERS KLUWER NV SP ADR P 2018-03-26 2020-02-03
58 SHS WOODSIDE PETROLEUM LTD P 2010-05-21 2020-02-03
50 SHS WOODSIDE PETROLEUM LTD P 2011-12-21 2020-02-03
80 SHS WOODSIDE PETROLEUM LTD P 2011-12-21 2020-08-06
52 SHS WOODSIDE PETROLEUM LTD P 2012-08-09 2020-08-06
14 SHS ZEBRA TECHNOLOGIES CORP CL A P 2019-06-28 2020-12-16
22 SHS ZOETIS INC CL A P 2015-09-29 2020-02-03
82 SHS ZOETIS INC CL A P 2015-09-29 2020-09-28
61 SHS ZURICH INS GROUP LTD SP ADR P 2009-03-06 2020-02-03
67 SHS ZURICH INS GROUP LTD SP ADR P 2009-03-06 2020-03-09
16 SHS ZURICH INS GROUP LTD SP ADR P 2009-03-06 2020-08-06
21 SHS ZURICH INS GROUP LTD SP ADR P 2012-07-05 2020-08-06
85000 SHS 3M CO P 2018-09-14 2020-12-23
16 SHS ANSYS INC P 2008-10-14 2020-02-03
9 SHS ANSYS INC P 2008-10-14 2020-12-16
22 SHS EXXON MOBIL CORP P 2005-08-29 2020-02-03
45 SHS EXXON MOBIL CORP P 2005-08-29 2020-03-11
29 SHS HENRY JACK & ASSOC INC P 2007-02-14 2020-02-03
15 SHS HENRY JACK & ASSOC INC P 2007-02-14 2020-12-16
552 SHS ISHARES RUSSELL 1000 GROWTH ETF P 2006-03-08 2020-02-03
428 SHS ISHARES RUSSELL 1000 GROWTH ETF P 2006-03-08 2020-12-16
462 SHS ISHARES RUSSELL 2000 ETF P 2006-02-28 2020-02-03
787 SHS ISHARES US REAL ESTATE ETF P 2006-03-08 2020-02-03
23 SHS NESTLE SA SP ADR P 2007-12-03 2020-02-03
47 SHS NESTLE SA SP ADR P 2007-12-03 2020-02-03
77 SHS NESTLE SA SP ADR P 2007-12-03 2020-03-09
21 SHS NESTLE SA SP ADR P 2007-12-03 2020-05-07
32 SHS NESTLE SA SP ADR P 2007-12-03 2020-08-06
2 SHS NESTLE SA SP ADR P 2009-04-24 2020-08-06
14 SHS NOVARTIS A G P 2008-04-02 2020-02-03
61 SHS TJX COS INC P 2008-10-16 2020-02-03
28 SHS TRAVELERS COMPANIES INC P 2007-06-08 2020-02-03
12 SHS 3M CO P 2008-10-16 2020-02-03
(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 2,317   2,275 42
b 461   448 13
c 2,988   3,026 -38
d 7,055   9,317 -2,262
e 1,892   1,166 726
2,518   2,027 491
2,463   2,548 -85
901   813 88
1,883   1,778 105
2,975   2,667 308
2,721   2,574 147
1,245   1,166 79
1,219   1,089 130
3,652   2,802 850
65,000   64,945 55
65,000   65,000 0
55,000   54,973 27
65,000   65,000 0
55,000   55,000 0
60,000   60,000 0
65,000   65,000 0
60,000   60,000 0
55,000   55,000 0
60,000   60,000 0
1,079   1,155 -76
3,297   2,881 416
3,253   3,528 -275
2,680   2,269 411
1,199   2,095 -896
3,016   2,880 136
3,153   3,831 -678
40,017   40,013 4
30,013   30,014 -1
2,952   2,482 470
3,707   1,897 1,810
890   626 264
1,483   1,139 344
3,652   1,203 2,449
2,632   881 1,751
3,612   2,815 797
17,386   19,915 -2,529
3,554   1,619 1,935
6,469   2,377 4,092
2,163   642 1,521
2,469   722 1,747
4,695   1,564 3,131
7,567   3,209 4,358
1,571   1,429 142
1,193   1,156 37
2,591   2,531 60
1,782   1,365 417
1,386   863 523
5,596   3,425 2,171
3,083   1,820 1,263
4,846   2,318 2,528
3,106   1,686 1,420
1,322   1,291 31
845   975 -130
283   509 -226
965   1,861 -896
2,864   2,590 274
2,205   2,164 41
3,591   1,672 1,919
5,888   1,503 4,385
1,072   273 799
3,608   923 2,685
3,750   3,065 685
951   511 440
4,328   2,299 2,029
2,566   3,379 -813
1,713   2,715 -1,002
1,651   977 674
1,466   849 617
3,020   762 2,258
61,726   59,120 2,606
2,407   2,025 382
14,028   22,235 -8,207
130   91 39
1,381   1,211 170
1,098   1,170 -72
2,070   2,275 -205
4,562   2,138 2,424
3,822   1,809 2,013
5,042   1,566 3,476
4,045   1,065 2,980
2,704   1,598 1,106
4,511   4,748 -237
4,273   3,821 452
4,064   3,487 577
7,355   5,787 1,568
2,055   1,877 178
6,600   3,494 3,106
15,466   4,916 10,550
26,793   5,322 21,471
9,563   1,869 7,694
832   180 652
4,305   857 3,448
3,047   2,328 719
2,513   2,486 27
3,038   2,288 750
4,447   2,212 2,235
14,676   7,760 6,916
13,373   7,121 6,252
6,729   9,346 -2,617
995   623 372
1,558   934 624
50,000   49,925 75
50,000   49,850 150
55,000   54,931 69
55,000   54,973 27
50,000   49,913 87
7     7
7     7
7     7
6     6
6     6
6     6
42     42
7     7
9     9
5     5
122   1 121
5     5
3,670   2,668 1,002
4,431   4,438 -7
2,798   3,446 -648
5,279   6,618 -1,339
36   45 -9
4,542   5,602 -1,060
491   622 -131
3,861   4,651 -790
3,580   3,898 -318
2,880   4,261 -1,381
1,830   1,135 695
1,892   1,338 554
4,035   1,975 2,060
7,175   3,005 4,170
21   18 3
5,551   5,065 486
3,724   2,869 855
2,483   2,685 -202
1,816   1,704 112
2,372   2,334 38
1,563   3,299 -1,736
1,332   2,822 -1,490
1,825   4,161 -2,336
2,208   1,041 1,167
1,885   1,107 778
921   691 230
1,665   1,065 600
55,383   55,206 177
2,936   1,701 1,235
2,627   1,475 1,152
4,429   1,260 3,169
5,101   1,478 3,623
2,810   2,140 670
5,355   9,541 -4,186
3,197   6,084 -2,887
3,934   7,681 -3,747
1,812   1,941 -129
1,827   169 1,658
2,650   344 2,306
4,726   3,442 1,284
2,498   1,549 949
2,880   2,288 592
5,117   1,142 3,975
12,969   2,152 10,817
4,334   1,871 2,463
3,660   2,564 1,096
2,048   1,270 778
2,091   1,374 717
1,668   954 714
3,124   1,298 1,826
7,698   967 6,731
5,218   716 4,502
8,202   895 7,307
1,640   228 1,412
5,551   592 4,959
1,953   1,320 633
709   460 249
1,276   920 356
640   855 -215
237   65 172
1,318   744 574
2,458   1,128 1,330
3,918   1,755 2,163
5,519   3,325 2,194
811   978 -167
3,221   2,147 1,074
3,196   2,577 619
3,616   2,799 817
1,331   902 429
5,100   3,321 1,779
459   293 166
1,383   365 1,018
2,772   731 2,041
4,118   1,252 2,866
3,813   1,301 2,512
477   214 263
2,909   1,453 1,456
3,396   1,709 1,687
2,176   1,111 1,065
669   383 286
17,453   24,559 -7,106
3,242   2,809 433
366   338 28
1,490   346 1,144
2,682   1,005 1,677
6,221   3,017 3,204
5,501   1,724 3,777
408   308 100
808   783 25
3,241   1,283 1,958
5,428   2,044 3,384
17,926   5,982 11,944
2,573   2,700 -127
2,482   3,282 -800
2,255   3,049 -794
40,017   39,414 603
20,008   19,737 271
3,589   1,340 2,249
8,744   4,264 4,480
15,614   7,591 8,023
1,243   1,260 -17
1,627   1,346 281
1,940   1,669 271
1,420   1,122 298
1,173   820 353
432   211 221
6,022   2,439 3,583
172   68 104
7,701   3,148 4,553
3,421   1,372 2,049
567   229 338
3,230   1,418 1,812
20   11 9
1,014   1,361 -347
281   281 0
1,778   1,778 0
450   1,262 -812
3,798   8,289 -4,491
1,649   4,647 -2,998
741   741 0
297   297 0
1,362   1,046 316
775   403 372
2,665   1,485 1,180
1,454   1,028 426
4,775   3,323 1,452
676   445 231
2,965   2,241 724
130   50 80
3,127   1,425 1,702
3,163   1,603 1,560
640   237 403
3,842   1,809 2,033
2,865   1,356 1,509
318   134 184
7,655   5,826 1,829
6,423   2,958 3,465
2,298   2,472 -174
833   1,276 -443
5,459   3,782 1,677
809   420 389
3,707   1,821 1,886
2,599   2,684 -85
2,338   2,516 -178
22,912   23,010 -98
1,054   677 377
3,017   1,355 1,662
4,879   2,175 2,704
313   82 231
475   145 330
1,029   1,399 -370
2,674   1,353 1,321
5,720   2,879 2,841
5,595   1,769 3,826
8,558   2,717 5,841
2,195   662 1,533
5,862   1,742 4,120
3,911   1,292 2,619
4,326   4,913 -587
2,043   2,040 3
1,389   1,665 -276
716   1,190 -474
2,149   3,359 -1,210
1,433   2,200 -767
3,762   5,505 -1,743
1,970   2,799 -829
207     207
4,126   2,203 1,923
174   92 82
2,511   1,283 1,228
2,634   794 1,840
1,004   409 595
40,000   40,000 0
2,192   1,254 938
1,657   1,378 279
413   703 -290
1,320   3,190 -1,870
15   48 -33
1,456   2,990 -1,534
1,046   624 422
444   444 0
1,506   1,211 295
1,486   2,486 -1,000
2,560   1,048 1,512
3,196   1,625 1,571
2,948   1,171 1,777
5,716   3,280 2,436
10,344   7,425 2,919
3,633   2,491 1,142
1,344   2,005 -661
1,158   1,547 -389
1,162   2,475 -1,313
755   1,906 -1,151
5,369   2,896 2,473
3,018   958 2,060
13,048   3,570 9,478
2,553   361 2,192
2,681   396 2,285
602   95 507
791   395 396
86,557   84,949 1,608
4,423   517 3,906
3,111   291 2,820
1,399   1,295 104
1,954   2,649 -695
4,325   696 3,629
2,374   360 2,014
100,269   28,914 71,355
100,142   22,419 77,723
75,254   33,575 41,679
75,117   55,104 20,013
2,557   1,096 1,461
5,218   2,239 2,979
8,463   3,668 4,795
2,190   1,000 1,190
3,799   1,525 2,274
237   65 172
1,334   638 696
3,683   375 3,308
3,728   1,545 2,183
1,932   623 1,309
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       42
b       13
c       -38
d       -2,262
e       726
      491
      -85
      88
      105
      308
      147
      79
      130
      850
      55
      0
      27
      0
      0
      0
      0
      0
      0
      0
      -76
      416
      -275
      411
      -896
      136
      -678
      4
      -1
      470
      1,810
      264
      344
      2,449
      1,751
      797
      -2,529
      1,935
      4,092
      1,521
      1,747
      3,131
      4,358
      142
      37
      60
      417
      523
      2,171
      1,263
      2,528
      1,420
      31
      -130
      -226
      -896
      274
      41
      1,919
      4,385
      799
      2,685
      685
      440
      2,029
      -813
      -1,002
      674
      617
      2,258
      2,606
      382
      -8,207
      39
      170
      -72
      -205
      2,424
      2,013
      3,476
      2,980
      1,106
      -237
      452
      577
      1,568
      178
      3,106
      10,550
      21,471
      7,694
      652
      3,448
      719
      27
      750
      2,235
      6,916
      6,252
      -2,617
      372
      624
      75
      150
      69
      27
      87
      7
      7
      7
      6
      6
      6
      42
      7
      9
      5
      121
      5
      1,002
      -7
      -648
      -1,339
      -9
      -1,060
      -131
      -790
      -318
      -1,381
      695
      554
      2,060
      4,170
      3
      486
      855
      -202
      112
      38
      -1,736
      -1,490
      -2,336
      1,167
      778
      230
      600
      177
      1,235
      1,152
      3,169
      3,623
      670
      -4,186
      -2,887
      -3,747
      -129
      1,658
      2,306
      1,284
      949
      592
      3,975
      10,817
      2,463
      1,096
      778
      717
      714
      1,826
      6,731
      4,502
      7,307
      1,412
      4,959
      633
      249
      356
      -215
      172
      574
      1,330
      2,163
      2,194
      -167
      1,074
      619
      817
      429
      1,779
      166
      1,018
      2,041
      2,866
      2,512
      263
      1,456
      1,687
      1,065
      286
      -7,106
      433
      28
      1,144
      1,677
      3,204
      3,777
      100
      25
      1,958
      3,384
      11,944
      -127
      -800
      -794
      603
      271
      2,249
      4,480
      8,023
      -17
      281
      271
      298
      353
      221
      3,583
      104
      4,553
      2,049
      338
      1,812
      9
      -347
      0
      0
      -812
      -4,491
      -2,998
      0
      0
      316
      372
      1,180
      426
      1,452
      231
      724
      80
      1,702
      1,560
      403
      2,033
      1,509
      184
      1,829
      3,465
      -174
      -443
      1,677
      389
      1,886
      -85
      -178
      -98
      377
      1,662
      2,704
      231
      330
      -370
      1,321
      2,841
      3,826
      5,841
      1,533
      4,120
      2,619
      -587
      3
      -276
      -474
      -1,210
      -767
      -1,743
      -829
      207
      1,923
      82
      1,228
      1,840
      595
      0
      938
      279
      -290
      -1,870
      -33
      -1,534
      422
      0
      295
      -1,000
      1,512
      1,571
      1,777
      2,436
      2,919
      1,142
      -661
      -389
      -1,313
      -1,151
      2,473
      2,060
      9,478
      2,192
      2,285
      507
      396
      1,608
      3,906
      2,820
      104
      -695
      3,629
      2,014
      71,355
      77,723
      41,679
      20,013
      1,461
      2,979
      4,795
      1,190
      2,274
      172
      696
      3,308
      2,183
      1,309
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 2 552,217
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 9,042
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 9,042
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 9,042
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,270
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 10,270
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 1,228
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,228 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
    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 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. ...............................
    10
     
    No
    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 ofbulletFREEDMAN BRODER COMPANY Telephone no.bullet (310) 734-1234

    Located atbullet11100 SANTA MONICA BLVD 400LOS ANGELESCA ZIP+4bullet90025
    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
    DIANA ATTIAS SECRETARY
    1.00
    0 0 0
    11100 SANTA MONICA BL 400
    LOS ANGELES,CA90025
    DANIEL ATTIAS CHIEF FINANCIAL OFFICER
    1.00
    0 0 0
    11100 SANTA MONICA BL 400
    LOS ANGELES,CA90025
    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
    6,695,428
    b
    Average of monthly cash balances.......................
    1b
    235,382
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,930,810
    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
    6,930,810
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    103,962
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,826,848
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    341,342
    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
    341,342
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,042
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,042
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    332,300
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    332,300
    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
    332,300
    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
    1,025,500
    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
    1,025,500
    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
    1,025,500
    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 7 332,300
    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...... 35,932
    b From 2016...... 341,248
    c From 2017...... 351,106
    d From 2018...... 418,460
    e From 2019...... 725,807
    fTotal of lines 3a through e........ 1,872,553
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,025,500
    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..... 332,300
    e Remaining amount distributed out of corpus 693,200
    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 2,565,753
    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) ...
    35,932
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    2,529,821
    10 Analysis of line 9:
    a Excess from 2016.... 341,248
    b Excess from 2017.... 351,106
    c Excess from 2018.... 418,460
    d Excess from 2019.... 725,807
    e Excess from 2020.... 693,200
    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
    2004-09-27
    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).)
    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
    LIBERTY HILL FOUNDATION
    6420 WILSHIRE BLVD STE 700
    LOS ANGELES,CA90048
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 125,000
    BRAIN & BEHAVIOR RESEARCH FOUNDATION
    60 CUTTER MILL ROAD
    GREAT NECK,NY11021
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 50,000
    NAMI CALIFORNIA
    1851 HERITAGE LANE STE 150
    SACRAMENTO,CA95815
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 2,000
    STEP UP ON SECOND
    1460 4TH STREET STE 205
    SANTA MONICA,CA90401
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 5,000
    VENICE FAMILY CLINIC
    604 ROSE AVENUE
    VENICE,CA90291
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 10,000
    CROHNS & COLITIS FOUNDATION
    10350 SANTA MONICA B STE 120
    LOS ANGELES,CA90025
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 1,000
    FRIENDS FSH RESEARCH
    217 19TH PLACE
    KIRLAND,WA98033
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 7,500
    UCLA FOUNDATION
    10920 WILSHIRE BL STE 1400
    LOS ANGELES,CA90024
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 50,000
    LAANE
    464 LUCAS AVE STE 202
    LOS ANGELES,CA90017
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 2,000
    THE TRACKING PROJECT
    POBOX 266
    CORRALES,NM87048
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 5,000
    ACLU FOUNDATION OF SO CAL
    1313 W 8TH STREET
    LOS ANGELES,CA90017
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 5,000
    BROAD STAGE
    1900 PICO BLVD
    SANTA MONICA,CA90405
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 6,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAM ST 10TH FL
    NEW YORK,NY10038
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 5,000
    DEMOCRACY NOW
    207 WEST 25TH ST 11TH FL
    NEW YORK,NY10001
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 75,000
    J STREET EDUCATION FUND
    PO BOX 66073
    WASHINGTON,DC20035
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 75,000
    HEREDITARY DISEASE FOUNDATION
    3960 BROARDWAY 6TH FLOOR
    NEW YORK,NY10032
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 50,000
    CALIFORNIA COMMUNITY FOUNDATION
    221 S FIGUEROA STREET
    LOS ANGELES,CA90012
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 25,000
    MOSAIC MULTICULTURAL FDN
    PO BOX 847
    VASHON,WA98070
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 5,000
    JUSTICE IN AGING
    3660 WILSHIRE BL STE 718
    LOS ANGELES,CA90010
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 5,000
    THE PEOPLE CONCERN
    1453 16TH STREET
    SANTA MONICA,CA90404
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 10,000
    MATTHEW SILVERMAN MEMORIAL FDN
    324 S BEVERLY DR 411
    BEVERLY HILLS,CA90212
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 1,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 50,000
    PUBLIC CITIZEN
    1600 20TH STREET NW
    WASHINGTON,DC20009
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 75,000
    INTL MEDICAL CORPS
    12400 WILSHIRE BLVD STE 1500
    LOS ANGELES,CA90025
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 10,000
    GLOBAL FUND FOR WOMEN
    800 MARKET STREET 7TH FLOOR
    SAN FRANCISCO,CA94102
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 50,000
    HUMAN RIGHTS WATCH
    350 FIFTH AVE 34TH FLOOR
    NEW YORK,NY10118
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 100,000
    VENICE COMMUNITY HOUSING
    720 ROSE AVENUE
    VENICE,CA90291
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 1,000
    WOMEN DONORS NETWORK
    565 COMMERCIAL STREET 300
    SAN FRANCISCO,CA94111
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 75,000
    KCET LINK MEDIA GROUP
    2900 W ALAMEDA AVENUE
    BURBANK,CA91505
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 50,000
    LOS ANGELES CENTER OF PHOTOGRAPHY
    1515 WILCOX AVENUE
    LOS ANGELES,CA90028
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 1,000
    A NEW WAY OF LIFE
    9512 S CENTRAL AVENUE
    LOS ANGELES,CA90002
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 5,000
    KUSC
    PO BOX 7913
    LOS ANGELES,CA90007
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 1,500
    COMMUNITY COALITION
    8101 S VERMONT AVENUE
    LOS ANGELES,CA90044
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 10,000
    FOOD BANK FOR NEW YORK CITY
    39 BROADWAY 10TH FLOOR
    NEW YORK,NY10006
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 2,000
    FOOD FORWARD
    7412 FULTON AVENUE SUITE 3
    NORTH HOLLYWOOD,CA91604
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 1,500
    FRIENDS OF RIDHWAN
    PO BOX 10174
    BERKELEY,CA94709
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 5,000
    INTERNATIONAL RESCUE COMMITTEE
    5348 UNIVERSITY AVE STE 205
    SAN DIEGO,CA92105
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 10,000
    MEALS ON WHEELS
    1823-A MICHIGAN AVENUE
    SANTA MONICA,CA90404
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 2,500
    PLANNED PARENTHOOD-LOS ANGELES
    400 W 30TH STREET
    LOS ANGELES,CA90007
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 2,500
    RED FEATHER GROUP
    2501 N FOURTH STREET STE 17
    FLAGSTAFF,AZ86004
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 1,500
    SANTA MONICA COLLEGE FOUNDATION
    1900 PICO BOULEVARD
    SANTA MONICA,CA90405
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 2,500
    SKIRBALL CURTURAL CENTER
    2701 N SEPULVEDA BLVD
    LOS ANGELES,CA90049
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 25,000
    TYPE MEDIA CENTER
    116 EAST 16TH STREET 8TH FL
    NEW YORK,NY10003
    NONE PUBLIC CHARITY SUPPORTS ORGANIZATION'S CHARITABLE PURPOSE 25,000
    Total .................................bullet 3a 1,025,500
    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
    aNONE          
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 35  
    4 Dividends and interest from securities....     14 137,395  
    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 ............
            552,217
    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).. 0 137,430 552,217
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    689,647
    (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.)
    3 INVESTMENT INTEREST INCOME. NO RELATED ACTIVITY.
    4 INVESTMENT DIVIDEND INCOME. NO RELATED ACTIVITY.
    8 INVESTMENT CAPITAL GAIN INCOME. NO RELATED ACTIVITY.
    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:
    ATTIAS FAMILY FOUNDATION
    EIN:
    11-3737518
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIDELITY 672-399086 1,351,293 1,386,661

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ATTIAS FAMILY FOUNDATION
    EIN:
    11-3737518
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIDELITY 672-399086 3,243,194 5,280,053

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    ATTIAS FAMILY FOUNDATION
    EIN:
    11-3737518
    US Government Securities - End of Year Book Value:

    380,125
    US Government Securities - End of Year Fair Market Value:

    377,536
    State & Local Government Securities - End of Year Book Value:


    105,000
    State & Local Government Securities - End of Year Fair Market Value:


    105,285


    TY 2020 InvestmentsOtherSchedule2
    Name:
    ATTIAS FAMILY FOUNDATION
    EIN:
    11-3737518
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIDELITY 672-399086 AT COST 12,436 21,650

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ATTIAS FAMILY FOUNDATION
    EIN:
    11-3737518
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 38,686 38,686   0
    LEGAL 473 473   0


    TY 2020 TaxesSchedule
    Name:
    ATTIAS FAMILY FOUNDATION
    EIN:
    11-3737518
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIDELITY 672-399086 FOREIGN TAXES 3,020 0   0
    STATE FILING FEES 85 0   0
    MISC EXPENSES 313 0   0