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
ANDERSON STEWART FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1800 AVENUE OF THE STARS No 1400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90067
A Employer identification number

95-4074837
B Telephone number (see instructions)

(310) 203-9199
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$114,547,424J 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) 19,334,457
2 Check bullet.............
3 Interest on savings and temporary cash investments 15,223 15,223  
4 Dividends and interest from securities... 1,726,209 1,726,209  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,893,881
b Gross sales price for all assets on line 6a 34,349,548
7 Capital gain net income (from Part IV, line 2)... 2,893,881
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)....... Click to see attachment 29,960 29,960  
12 Total. Add lines 1 through 11........ 23,999,730 4,665,273  
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)....... Click to see attachment 34,105 0   0
c Other professional fees (attach schedule).... Click to see attachment 466,690 466,690   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 38,776 38,776   235
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 174,341 174,341   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 713,912 679,807   235
25 Contributions, gifts, grants paid....... 31,503,000 31,503,000
26 Total expenses and disbursements. Add lines 24 and 25 32,216,912 679,807   31,503,235
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,217,182
b Net investment income (if negative, enter -0-) 3,985,466
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............. 19,826,495 19,640,089 19,640,089
2 Savings and temporary cash investments......... 1,825,137 1,756,800 1,756,800
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 71,337,603 Click to see attachment63,371,938 80,751,991
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).......... 10,068,981 Click to see attachment10,132,195 12,384,352
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,266 Click to see attachment14,192 Click to see attachment14,192
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 103,064,482 94,915,214 114,547,424
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........ 103,064,482 94,915,214
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 103,064,482 94,915,214
30 Total liabilities and net assets/fund balances (see instructions). 103,064,482 94,915,214
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
103,064,482
2
Enter amount from Part I, line 27a .....................
2
-8,217,182
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
135,602
4
Add lines 1, 2, and 3 ..........................
4
94,982,902
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
67,688
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
94,915,214
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 US LARGE CAP EQUITY P 2019-01-01 2020-12-31
b EAFE EQUITY P 2019-01-01 2020-12-31
c EUROPEAN LARGE CAP EQUITY P 2019-01-01 2020-12-31
d JAPANESE LARGE CAP EQUITY P 2019-01-01 2020-12-31
e GLOBAL EQUITY P 2019-01-01 2020-12-31
US FIXED INCOME P 2019-01-01 2020-12-31
NON-US FIXED INCOME P 2019-01-01 2020-12-31
HEDGE FUNDS JPM 8008 P 2019-01-01 2020-12-31
HEDGE FUNDS JPM 3005 P 2019-01-01 2020-12-31
FROM K-1 ST P 2019-01-01 2020-12-31
FROM K-1 LT P 2019-01-01 2020-12-31
REALIZED GAIN FROM ALT ASSETS P 2019-01-01 2020-12-31
CAP GAIN DIST P 2019-01-01 2020-12-31
(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 7,307,204   6,788,876 518,328
b 3,932,744   4,312,129 -379,385
c 2,095,682   2,233,380 -137,698
d 925,418   865,980 59,438
e 4,738,490   4,027,793 710,697
5,279,363   4,868,791 410,572
4,117,450   3,995,689 121,761
4,727,906   4,347,108 380,798
90,650     90,650
    15,921 -15,921
533,194     533,194
376,462     376,462
224,985     224,985
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       518,328
b       -379,385
c       -137,698
d       59,438
e       710,697
      410,572
      121,761
      380,798
      90,650
      -15,921
      533,194
      376,462
      224,985
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 2,893,881
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 55,398
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 55,398
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 55,398
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 60,000
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 60,000
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 4,602
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,602 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNOT APPLICABLE
    14
    The books are in care ofbulletJUDITH MUNZIG Telephone no.bullet (310) 203-9199

    Located atbullet1800 AVE OF THE STARS SUITE 1400LOS ANGELESCA ZIP+4bullet90067
    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
    JUDITH G MUNZIG CHAIRMAN & DIRECTOR
    0.00     		0 0 0
    1800 AVE OF THE STARS 1400
    LOS ANGELES,CA90067
    M SUSAN MCKINLEY SECRETARY & DIRECTOR
    0.00     		0 0 0
    1800 AVE OF THE STARS 1400
    LOS ANGELES,CA90067
    CHRISTOPHER M GRECO C.F.O.
    0.00     		0 0 0
    1800 AVE OF THE STARS 1400
    LOS ANGELES,CA90067
    JOHN E ANDERSON JR DIRECTOR
    0.00     		0 0 0
    1800 AVE OF THE STARS 1400
    LOS ANGELES,CA90067
    WILLIAM S ANDERSON DIRECTOR
    0.00     		0 0 0
    1800 AVE OF THE STARS 1400
    LOS ANGELES,CA90067
    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 Statement of charitable activity 0
    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
    76,159,866
    b
    Average of monthly cash balances.......................
    1b
    11,584,133
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,398,544
    d
    Total (add lines 1a, b, and c).........................
    1d
    100,142,543
    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
    100,142,543
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,502,138
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    98,640,405
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,932,020
    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
    4,932,020
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    55,398
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    55,398
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,876,622
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,876,622
    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
    4,876,622
    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
    31,503,235
    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
    31,503,235
    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
    31,503,235
    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 4,876,622
    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...... 7,025,056
    b From 2016...... 11,709,091
    c From 2017...... 5,976,536
    d From 2018...... 16,110,703
    e From 2019...... 23,802,375
    fTotal of lines 3a through e........ 64,623,761
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 31,503,235
    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..... 4,876,622
    e Remaining amount distributed out of corpus 26,626,613
    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 91,250,374
    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) ...     		7,025,056
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		84,225,318
    10 Analysis of line 9:
    a Excess from 2016.... 11,709,091
    b Excess from 2017.... 5,976,536
    c Excess from 2018.... 16,110,703
    d Excess from 2019.... 23,802,375
    e Excess from 2020.... 26,626,613
    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
    1986-10-22
    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).)
    JUDITH G MUNZIG
    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.
    JUDITH G MUNZIG
    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
    ACADEMY FOUNDATION FED ID #95-2243698
    8949 WILSHIRE BLVD
    BEVERLY HILLS,CA90212     		N/A PC SUPPORT EDUCATIONAL AND CULTURAL ACTIVITIES 200,000
    BOWDOIN COLLEGE FED ID #01-0215213
    4100 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PC ASSIST WITH COLLEGE EDUCATION 250,000
    CANCER FOUNDATION OF SANTA BARBARA FED ID #95-2158727
    601 W JUNIPERO STREET
    SANTA BARBARA,CA93105     		N/A PC ASSIST WITH CANCER TREATMENTS 100,000
    CASA DEL HERRERO FED ID #77-0340301
    PO BOX 5612
    SANTA BARBARA,CA93150     		N/A PC ASSIST WITH MUSEUM AND LANDMARK OPERATIONS 10,000
    CHILDREN'S HOSPITAL LOS ANGELES FED ID #95-1690977
    4650 SUNSET BLVD 29
    LOS ANGELES,CA90027     		N/A PC SUPPORT PEDIATRIC HEALTH CARE 5,200,000
    CHILDREN'S MUSEUM OF SANTA BARBARA DBA MOXI FED ID #77-0252722
    125 STATE STREET
    SANTA BARBARA,CA93101     		N/A PC SUPPORT MUSEUM PROGRAMS AND LEARNING 10,000
    CRYSTAL SPRINGS UPLANDS SCHOOL FED ID #94-1247265
    400 UPLANDS DRIVE
    HILLSBOROUGH,CA94010     		N/A PC PROVIDE FINANCIAL AID FOR STUDENTS 50,000
    CURREY INGRAM ACADEMY FED ID #62-1296326
    6544 MURRAY LANE
    BRENTWOOD,TN37027     		N/A PC ASSIST WITH COLLEGE PREPARATORY EDUCATION 50,000
    EXPERIENCE CAMPS FED ID #26-2513136
    136 MAIN STREET SUITE 207
    WESTPORT,CT06880     		N/A PC ASSIST CHILDREN DEALING WITH GRIEF 888,000
    FIRST LIBERTY INSTITUTE FED ID #75-1403169
    2001 WEST PLANO PARKWAY SUITE 1600
    PLANO,TX75075     		N/A PC SUPPORT NON-PROFIT LEGAL ORGANIZATION 100,000
    FOOD SHARE VENTURA COUNTY
    4156 SOUTHBANK ROAD
    OXNARD,CA93036     		N/A PC SUPPORT FOOD BANK 250,000
    FRED HUTCHINSON CANCER RESEARCH CENTER FED ID #23-7156071
    PO BOX 19024 J5-200
    SEATTLE,WA98109     		N/A PC CANCER TREATMENTS AND RESEARCH 100,000
    GRACE COMMUNITY CHURCH
    5711 GRANNY WHITE PIKE
    BRENTWOOD,TN37027     		N/A PC ASSIST WITH CHURCH MINISTRIES 200,000
    HAWAII RESILIENCE FUND FED ID #99-0261283
    827 FORT STREET MALL
    HONOLULU,HI96813     		N/A PC SUPPORT COMMUNITY IN RESPONSE TO COVID-19 250,000
    HYPOPARA RESEARCH FOUNDATION FED ID #83-2048489
    2755 CAMPUS DRIVE SUITE 240
    SAN MATEO,CA94403     		N/A PC SUPPORT ADVANCING RESEARCH OF HYPOPARATHYROIDISM 50,000
    INTERNATIONAL OCD FOUNDATION FED ID #22-2894564
    PO BOX 961029
    BOSTON,MA02196     		N/A PC ASSIST INDIVIDUALS AFFECTED BY OCD 50,000
    JUNIOR ACHIEVEMENT FED ID #95-1799192
    6250 FOREST LAWN DR
    LOS ANGELES,CA90068     		N/A PC ASSIST PRE-COLLEGE STUDENTS 510,000
    LES AMIES FED ID #56-2676806
    10880 WILSHIRE BLVD STE 800
    LOS ANGELES,CA90024     		N/A PC ASSIST ABUSED CHILDREN AND THEIR FAMILIES 25,000
    LIBRARY FOUNDATION OF LOS ANGELES FED ID #95-4368250
    630 WEST FIFTH ST
    LOS ANGELES,CA90071     		N/A PC SUPPORT THE LOS ANGELES PUBLIC LIBRARY 10,000
    LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH FED ID #77-0440090
    400 HAMILTON AVENUE
    PALO ALTO,CA94301     		N/A PC SUPPORT PEDIATRIC HEALTH CARE 100,000
    MARIN COMMUNITY FOUNDATION FED ID #94-3007979
    5 HAMILTON LANDING SUITE 200
    NOVATO,CA94949     		N/A PC SUPPORT COMMUNITY FOUNDATION AND NONPROFITS 50,000
    MONICA ROS SCHOOL FED ID #95-2555709
    783 MCNELL ROAD
    OJAI,CA93023     		N/A PC SUPPORT EDUCATION FOR CHILDREN 10,000
    MOUNT SINAI HEALTH SYSTEM FED ID #13-2997301
    BOX 1049 ONE GUSTAVE L LEVY PLACE
    NEW YORK,NY10029     		N/A PC SUPPORT HEALTH CARE SYSTEM 25,000
    MUSEUM OF VENTURA COUNTY FED ID #95-1942930
    100 EAST MAIN ST
    VENTURA,CA93001     		N/A PC SUPPORT MUSEUM AND EDUCATIONAL PROGRAMS 10,000
    NATIONAL DISASTER SEARCH DOG FOUNDATION FED ID #77-0412509
    6800 WHEELER CANYON ROAD
    SANTA PAULA,CA93060     		N/A PC SUPPORT DISASTER RESPONSE 25,000
    ONEPASSION MINISTRIES FED ID #45-3788191
    5622 DYER STREET SUITE 200
    DALLAS,TX75206     		N/A PC RELIGIOUS TEACHING AND RESOURCES 50,000
    OPEN ARMS PREGNANCY CLINIC FED ID #95-4184344
    9535 RESEDA BOULEVARD SUITE 303
    NORTHRIDGE,CA91324     		N/A PC PROVIDE PREGNANCY SUPPORT AND EDUCATION 50,000
    PATH FED ID #95-3950196
    340 N MADISON AVE
    LOS ANGELES,CA90004     		N/A PC SUPPORT PUBLIC HEALTH IMPROVEMENT 10,000
    SANTA BARBARA COTTAGE HOSPITAL FED ID #95-3802238
    400 W PUEBLO ST
    SANTA BARBARA,CA91305     		N/A PC SUPPORT COMMUNITY HEALTH CARE 100,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY FED ID #95-1643378
    2559 PUESTA DEL SOL
    SANTA BARBARA,CA93105     		N/A PC SUPPORT MUSEUM PROGRAMS AND EDUCATION 10,000
    SANTA BARBARA ZOO FED ID #95-2268554
    500 NINOS DRIVE
    SANTA BARBARA,CA91303     		N/A PC SUPPORT ZOO OPERATIONS 10,000
    ST LAURENCE CATHOLIC SCHOOL
    2630 AUSTIN PARKWAY
    SUGAR LAND,TX77479     		N/A PC SUPPORT EDUCATION FOR CHILDREN 50,000
    TACA HAWAII
    2222 MARTIN STREET SUITE 140
    IRVINE,CA92612     		N/A PC SUPPORT FAMILIES WITH AUTISM 25,000
    TENNESSEE BAPTIST CHILDREN'S HOMES FED ID #62-0488043
    PO BOX 2206
    BRENTWOOD,TN37024     		N/A PC PROVIDE HOMES FOR CHILDREN 375,000
    TEXAS CHILDREN'S HOSPITAL FED ID #74-1100555
    6621 FANNIN ST
    HOUSTON,TX77030     		N/A PC SUPPORT PEDIATRIC HEALTH CARE 100,000
    THE CAREY SCHOOL FED ID #95-3085954
    1 CAREY SCHOOL LANE
    SAN MATEO,CA94403     		N/A PC SUPPORT EDUCATION FOR CHILDREN 50,000
    THE CASTILLEJA SCHOOL FOUNDATION FED ID #94-0373222
    1310 BRYANT ST
    PALO ALTO,CA94301     		N/A PC SUPPORT PRE-COLLEGE STUDENTS 50,000
    THE CLASSICAL ACADEMY FED ID #62-1722243
    810 DEL RIO PIKE
    FRANKLIN,TN37064     		N/A PC ASSIST WITH COLLEGE PREPARATORY EDUCATION 50,000
    THE GARDEN CONSERVANCY FED ID #13-3570145
    PO BOX 608
    GARRISON,NY10524     		N/A PC ASSIST WITH GARDEN PRESERVATION 250,000
    UCLA FOUNDATION
    10889 WILSHIRE BOULEVARD SUITE 1500
    LOS ANGELES,CA90024     		N/A PC ASSIST WITH COLLEGE EDUCATION 20,400,000
    UCSF FOUNDATION
    220 MONTGOMERY STREET 5TH FLOOR
    SAN FRANCISCO,CA94143     		N/A PC SUPPORT ALZHEIMER'S FUND 100,000
    VIRGIN ISLANDS PERINATAL INC
    1303 HOSPITAL GROUND SUITE 10
    ST THOMAS,VI00802     		N/A PC PROVIDE PRIMARY CARE TO LOW-INCOME FAMILIES 1,000,000
    WESLEYAN UNIVERSITY FED ID #06-0646959
    291 MAIN STREET
    MIDDLETOWN,CT06457     		N/A PC ASSIST WITH COLLEGE EDUCATION 100,000
    YMCA OF METROPOLITAN LOS ANGELES FED ID #95-1644052
    625 S NEW HAMPSHIRE AVENUE
    LOS ANGELES,CA90005     		N/A PC ASSIST THE UNDERSERVED IN LOS ANGELES 200,000
    Total .................................bullet 3a 31,503,000
    bApproved for future payment
    BOWDOIN COLLEGE FED ID #01-0215213
    4100 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PC ASSIST WITH COLLEGE EDUCATION 1,750,000
    CHILDREN'S HOSPITAL LOS ANGELES FED ID #95-1690977
    4650 SUNSET BLVD 29
    LOS ANGELES,CA90027     		N/A PC SUPPORT PEDIATRIC HEALTH CARE 40,000,000
    EXPERIENCE CAMPS FED ID #26-2513136
    136 MAIN STREET SUITE 207
    WESTPORT,CT06880     		N/A PC ASSIST CHILDREN DEALING WITH GRIEF 500,000
    JUNIOR ACHIEVEMENT FED ID #95-1799192
    6250 FOREST LAWN DR
    LOS ANGELES,CA90068     		N/A PC ASSIST PRE-COLLEGE STUDENTS 500,000
    ST JOHN'S HEALTH CENTER
    2121 SANTA MONICA BLVD
    SANTA MONICA,CA90404     		N/A PC SUPPORT HEALTH CARE SERVICES 250,000
    UCLA
    10889 WILSHIRE BOULEVARD SUITE 1500
    LOS ANGELES,CA90024     		N/A PC ASSIST WITH COLLEGE EDUCATION 60,600,000
    Total .................................bullet 3b 103,600,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 15,223  
    4 Dividends and interest from securities....     14 1,726,209  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 29,960  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,893,881  
    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 4,665,273 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,665,273
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    ACADEMY FOUNDATION FED ID #95-22436988949 WILSHIRE BLVD
    BEVERLY HILLS,CA90212     		N/A PC SUPPORT EDUCATIONAL AND CULTURAL ACTIVITIES 200,000
    BOWDOIN COLLEGE FED ID #01-02152134100 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PC ASSIST WITH COLLEGE EDUCATION 250,000
    CANCER FOUNDATION OF SANTA BARBARA FED ID #95-2158727601 W JUNIPERO STREET
    SANTA BARBARA,CA93105     		N/A PC ASSIST WITH CANCER TREATMENTS 100,000
    CASA DEL HERRERO FED ID #77-0340301PO BOX 5612
    SANTA BARBARA,CA93150     		N/A PC ASSIST WITH MUSEUM AND LANDMARK OPERATIONS 10,000
    CHILDREN'S HOSPITAL LOS ANGELES FED ID #95-16909774650 SUNSET BLVD 29
    LOS ANGELES,CA90027     		N/A PC SUPPORT PEDIATRIC HEALTH CARE 5,200,000
    CHILDREN'S MUSEUM OF SANTA BARBARA DBA MOXI FED ID #77-0252722125 STATE STREET
    SANTA BARBARA,CA93101     		N/A PC SUPPORT MUSEUM PROGRAMS AND LEARNING 10,000
    CRYSTAL SPRINGS UPLANDS SCHOOL FED ID #94-1247265400 UPLANDS DRIVE
    HILLSBOROUGH,CA94010     		N/A PC PROVIDE FINANCIAL AID FOR STUDENTS 50,000
    CURREY INGRAM ACADEMY FED ID #62-12963266544 MURRAY LANE
    BRENTWOOD,TN37027     		N/A PC ASSIST WITH COLLEGE PREPARATORY EDUCATION 50,000
    EXPERIENCE CAMPS FED ID #26-2513136136 MAIN STREET SUITE 207
    WESTPORT,CT06880     		N/A PC ASSIST CHILDREN DEALING WITH GRIEF 888,000
    FIRST LIBERTY INSTITUTE FED ID #75-14031692001 WEST PLANO PARKWAY SUITE 1600
    PLANO,TX75075     		N/A PC SUPPORT NON-PROFIT LEGAL ORGANIZATION 100,000
    FOOD SHARE VENTURA COUNTY4156 SOUTHBANK ROAD
    OXNARD,CA93036     		N/A PC SUPPORT FOOD BANK 250,000
    FRED HUTCHINSON CANCER RESEARCH CENTER FED ID #23-7156071PO BOX 19024 J5-200
    SEATTLE,WA98109     		N/A PC CANCER TREATMENTS AND RESEARCH 100,000
    GRACE COMMUNITY CHURCH5711 GRANNY WHITE PIKE
    BRENTWOOD,TN37027     		N/A PC ASSIST WITH CHURCH MINISTRIES 200,000
    HAWAII RESILIENCE FUND FED ID #99-0261283827 FORT STREET MALL
    HONOLULU,HI96813     		N/A PC SUPPORT COMMUNITY IN RESPONSE TO COVID-19 250,000
    HYPOPARA RESEARCH FOUNDATION FED ID #83-20484892755 CAMPUS DRIVE SUITE 240
    SAN MATEO,CA94403     		N/A PC SUPPORT ADVANCING RESEARCH OF HYPOPARATHYROIDISM 50,000
    INTERNATIONAL OCD FOUNDATION FED ID #22-2894564PO BOX 961029
    BOSTON,MA02196     		N/A PC ASSIST INDIVIDUALS AFFECTED BY OCD 50,000
    JUNIOR ACHIEVEMENT FED ID #95-17991926250 FOREST LAWN DR
    LOS ANGELES,CA90068     		N/A PC ASSIST PRE-COLLEGE STUDENTS 510,000
    LES AMIES FED ID #56-267680610880 WILSHIRE BLVD STE 800
    LOS ANGELES,CA90024     		N/A PC ASSIST ABUSED CHILDREN AND THEIR FAMILIES 25,000
    LIBRARY FOUNDATION OF LOS ANGELES FED ID #95-4368250630 WEST FIFTH ST
    LOS ANGELES,CA90071     		N/A PC SUPPORT THE LOS ANGELES PUBLIC LIBRARY 10,000
    LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH FED ID #77-0440090400 HAMILTON AVENUE
    PALO ALTO,CA94301     		N/A PC SUPPORT PEDIATRIC HEALTH CARE 100,000
    MARIN COMMUNITY FOUNDATION FED ID #94-30079795 HAMILTON LANDING SUITE 200
    NOVATO,CA94949     		N/A PC SUPPORT COMMUNITY FOUNDATION AND NONPROFITS 50,000
    MONICA ROS SCHOOL FED ID #95-2555709783 MCNELL ROAD
    OJAI,CA93023     		N/A PC SUPPORT EDUCATION FOR CHILDREN 10,000
    MOUNT SINAI HEALTH SYSTEM FED ID #13-2997301BOX 1049 ONE GUSTAVE L LEVY PLACE
    NEW YORK,NY10029     		N/A PC SUPPORT HEALTH CARE SYSTEM 25,000
    MUSEUM OF VENTURA COUNTY FED ID #95-1942930100 EAST MAIN ST
    VENTURA,CA93001     		N/A PC SUPPORT MUSEUM AND EDUCATIONAL PROGRAMS 10,000
    NATIONAL DISASTER SEARCH DOG FOUNDATION FED ID #77-04125096800 WHEELER CANYON ROAD
    SANTA PAULA,CA93060     		N/A PC SUPPORT DISASTER RESPONSE 25,000
    ONEPASSION MINISTRIES FED ID #45-37881915622 DYER STREET SUITE 200
    DALLAS,TX75206     		N/A PC RELIGIOUS TEACHING AND RESOURCES 50,000
    OPEN ARMS PREGNANCY CLINIC FED ID #95-41843449535 RESEDA BOULEVARD SUITE 303
    NORTHRIDGE,CA91324     		N/A PC PROVIDE PREGNANCY SUPPORT AND EDUCATION 50,000
    PATH FED ID #95-3950196340 N MADISON AVE
    LOS ANGELES,CA90004     		N/A PC SUPPORT PUBLIC HEALTH IMPROVEMENT 10,000
    SANTA BARBARA COTTAGE HOSPITAL FED ID #95-3802238400 W PUEBLO ST
    SANTA BARBARA,CA91305     		N/A PC SUPPORT COMMUNITY HEALTH CARE 100,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY FED ID #95-16433782559 PUESTA DEL SOL
    SANTA BARBARA,CA93105     		N/A PC SUPPORT MUSEUM PROGRAMS AND EDUCATION 10,000
    SANTA BARBARA ZOO FED ID #95-2268554500 NINOS DRIVE
    SANTA BARBARA,CA91303     		N/A PC SUPPORT ZOO OPERATIONS 10,000
    ST LAURENCE CATHOLIC SCHOOL2630 AUSTIN PARKWAY
    SUGAR LAND,TX77479     		N/A PC SUPPORT EDUCATION FOR CHILDREN 50,000
    TACA HAWAII2222 MARTIN STREET SUITE 140
    IRVINE,CA92612     		N/A PC SUPPORT FAMILIES WITH AUTISM 25,000
    TENNESSEE BAPTIST CHILDREN'S HOMES FED ID #62-0488043PO BOX 2206
    BRENTWOOD,TN37024     		N/A PC PROVIDE HOMES FOR CHILDREN 375,000
    TEXAS CHILDREN'S HOSPITAL FED ID #74-11005556621 FANNIN ST
    HOUSTON,TX77030     		N/A PC SUPPORT PEDIATRIC HEALTH CARE 100,000
    THE CAREY SCHOOL FED ID #95-30859541 CAREY SCHOOL LANE
    SAN MATEO,CA94403     		N/A PC SUPPORT EDUCATION FOR CHILDREN 50,000
    THE CASTILLEJA SCHOOL FOUNDATION FED ID #94-03732221310 BRYANT ST
    PALO ALTO,CA94301     		N/A PC SUPPORT PRE-COLLEGE STUDENTS 50,000
    THE CLASSICAL ACADEMY FED ID #62-1722243810 DEL RIO PIKE
    FRANKLIN,TN37064     		N/A PC ASSIST WITH COLLEGE PREPARATORY EDUCATION 50,000
    THE GARDEN CONSERVANCY FED ID #13-3570145PO BOX 608
    GARRISON,NY10524     		N/A PC ASSIST WITH GARDEN PRESERVATION 250,000
    UCLA FOUNDATION10889 WILSHIRE BOULEVARD SUITE 1500
    LOS ANGELES,CA90024     		N/A PC ASSIST WITH COLLEGE EDUCATION 20,400,000
    UCSF FOUNDATION220 MONTGOMERY STREET 5TH FLOOR
    SAN FRANCISCO,CA94143     		N/A PC SUPPORT ALZHEIMER'S FUND 100,000
    VIRGIN ISLANDS PERINATAL INC1303 HOSPITAL GROUND SUITE 10
    ST THOMAS,VI00802     		N/A PC PROVIDE PRIMARY CARE TO LOW-INCOME FAMILIES 1,000,000
    WESLEYAN UNIVERSITY FED ID #06-0646959291 MAIN STREET
    MIDDLETOWN,CT06457     		N/A PC ASSIST WITH COLLEGE EDUCATION 100,000
    YMCA OF METROPOLITAN LOS ANGELES FED ID #95-1644052625 S NEW HAMPSHIRE AVENUE
    LOS ANGELES,CA90005     		N/A PC ASSIST THE UNDERSERVED IN LOS ANGELES 200,000
    Total ...............................bullet 3a 31,503,000
    bApproved for future payment
    BOWDOIN COLLEGE FED ID #01-02152134100 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PC ASSIST WITH COLLEGE EDUCATION 1,750,000
    CHILDREN'S HOSPITAL LOS ANGELES FED ID #95-16909774650 SUNSET BLVD 29
    LOS ANGELES,CA90027     		N/A PC SUPPORT PEDIATRIC HEALTH CARE 40,000,000
    EXPERIENCE CAMPS FED ID #26-2513136136 MAIN STREET SUITE 207
    WESTPORT,CT06880     		N/A PC ASSIST CHILDREN DEALING WITH GRIEF 500,000
    JUNIOR ACHIEVEMENT FED ID #95-17991926250 FOREST LAWN DR
    LOS ANGELES,CA90068     		N/A PC ASSIST PRE-COLLEGE STUDENTS 500,000
    ST JOHN'S HEALTH CENTER2121 SANTA MONICA BLVD
    SANTA MONICA,CA90404     		N/A PC SUPPORT HEALTH CARE SERVICES 250,000
    UCLA10889 WILSHIRE BOULEVARD SUITE 1500
    LOS ANGELES,CA90024     		N/A PC ASSIST WITH COLLEGE EDUCATION 60,600,000
    Total ................................bullet 3b 103,600,000
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    ANDERSON STEWART FAMILY FOUNDATION
     
    Employer identification number

    95-4074837
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ANDERSON STEWART FAMILY FOUNDATION
          		Employer identification number
    95-4074837
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MARION ANDERSON CLAT
     
    1800 AVE OF THE STARS SUITE 1400
     
    LOS ANGELES, CA90067

    		$ 19,334,457


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    ANDERSON STEWART FAMILY FOUNDATION
          		Employer identification number

    95-4074837
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ANDERSON STEWART FAMILY FOUNDATION
          		Employer identification number

    95-4074837
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    ANDERSON STEWART FAMILY FOUNDATION
    EIN:
    95-4074837
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 34,105 0   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ANDERSON STEWART FAMILY FOUNDATION
    EIN:
    95-4074837
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JPM ACCT Q 11,056,851 11,056,851
    JPM ACCT A 52,315,087 69,695,140

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ANDERSON STEWART FAMILY FOUNDATION
    EIN:
    95-4074837
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT IN KCOF & KA MEZZANINE AT COST 344,288 217,705
    INVESTMENT IN KA PARTNERS FUND III AT COST 2,400,537 3,270,103
    INVESTMENT IN KA ENERGY VII AT COST 582,121 509,255
    INVESTMENT IN KAYNE SENIOR CREDIT III OFFSHORE AT COST 900,422 886,118
    INVESTMENT IN KA PARTNERS FUND IV QP AT COST 2,253,240 3,405,187
    INVESTMENT IN KA ENERGY FUND V QP AT COST 100,405 164,141
    INVESTMENT IN CAPRIDGE PARTNERS AT COST 976,246 1,336,139
    INVESTMENT IN KAYNE LIQUID CREDIT FUND AT COST 2,574,936 2,595,704

    TY 2020 OtherAssetsSchedule
    Name:
    ANDERSON STEWART FAMILY FOUNDATION
    EIN:
    95-4074837
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT INCOME RECEIVABLE 6,266 14,192 14,192


    TY 2020 OtherDecreasesSchedule
    Name:
    ANDERSON STEWART FAMILY FOUNDATION
    EIN:
    95-4074837
    Description Amount
    ORDINARY LOSSES FROM INVESTMENT IN PARTNERSHIP 23,281
    BOOK/TAX DIFF IN PASSTHROUGH INCOME 44,405
    ROUNDING 2


    TY 2020 OtherExpensesSchedule
    Name:
    ANDERSON STEWART FAMILY FOUNDATION
    EIN:
    95-4074837
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FROM K-1 PORTFOLIO EXP 54,114 54,114   0
    FROM K-1 CASH DONATION (60%) 250 250   0
    FROM K-1 OTHER EXPENSES 4,849 4,849   0
    SEC 59(E)(2) EXPENDITURES 115,128 115,128   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ANDERSON STEWART FAMILY FOUNDATION
    EIN:
    95-4074837
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY FROM K-1 8,698 8,698 8,698
    FROM BOOK - OTHER INCOME 41,840 41,840 41,840
    FROM K-1 SEC 1231 -20,578 -20,578 -20,578


    TY 2020 OtherIncreasesSchedule
    Name:
    ANDERSON STEWART FAMILY FOUNDATION
    EIN:
    95-4074837
    Description Amount
    FEDERAL TAX REFUND 135,122
    BOOK/TAX DIFF IN STATE TAX WITHHOLDING BY PARTNERSHIP INTEREST 480


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ANDERSON STEWART FAMILY FOUNDATION
    EIN:
    95-4074837
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    JPMORGAN MANAGEMENT FEE 175,107 175,107   0
    INVESTMENT FEE AND CHARGE 138,033 138,033   0
    INVESTMENT FEE PASSTHROUGH FROM PARTNERSHIP INTEREST 153,550 153,550   0


    TY 2020 SubstantialContributorsSch
    Name:
    ANDERSON STEWART FAMILY FOUNDATION
    EIN:
    95-4074837
    Name Address
    MARION ANDERSON CLAT
          		1800 AVENUE OF THE STARS 1400
    LOS ANGELES,CA90067


    TY 2020 TaxesSchedule
    Name:
    ANDERSON STEWART FAMILY FOUNDATION
    EIN:
    95-4074837
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL REGISTRATION RENEWAL FEE 225 225   225
    CA FILING 10 10   10
    FOREIGN TAX PAID 36,973 36,973   0
    STATE TAX WITHHOLDING 1,568 1,568   0