Form990-PF
Click to see attachment

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
Florence and Laurence Spungen Family
Foundation
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 192
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Lincolnshire, IL60069
A Employer identification number

20-7155204
B Telephone number (see instructions)

(805) 448-8885
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$10,580,590J 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) 550
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 215,574 215,574  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 143,971
b Gross sales price for all assets on line 6a 2,569,017
7 Capital gain net income (from Part IV, line 2)... 143,971
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........ 360,095 359,545  
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 16,835 0   16,835
c Other professional fees (attach schedule).... Click to see attachment 116,261 42,622   73,639
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,381 3,052   1,329
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 10,747 0   10,747
22 Printing and publications.......... 4,866 0   4,866
23 Other expenses (attach schedule)....... Click to see attachment 7,160 0   7,160
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 160,250 45,674   114,576
25 Contributions, gifts, grants paid....... 419,151 419,151
26 Total expenses and disbursements. Add lines 24 and 25 579,401 45,674   533,727
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -219,306
b Net investment income (if negative, enter -0-) 313,871
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.........      
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) 130,237 Click to see attachment75,037 75,087
b Investments—corporate stock (attach schedule)....... 2,602,731 Click to see attachment2,678,761 4,602,669
c Investments—corporate bonds (attach schedule)....... 242,885 Click to see attachment243,197 251,262
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,147,755 Click to see attachment4,753,776 5,651,572
14 Land, buildings, and equipment: basis bullet2,054
Less: accumulated depreciation (attach schedule) bullet2,054      
15 Other assets (describe bullet) Click to see attachment846,651 Click to see attachment846,651 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,970,259 8,597,422 10,580,590
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) Click to see attachment339 Click to see attachment749
23 Total liabilities (add lines 17 through 22)......... 339 749
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 8,969,920 8,596,673
29 Total net assets or fund balances (see instructions)..... 8,969,920 8,596,673
30 Total liabilities and net assets/fund balances (see instructions). 8,970,259 8,597,422
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
8,969,920
2
Enter amount from Part I, line 27a .....................
2
-219,306
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,750,614
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
153,941
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,596,673
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 Fidelity 8872 P    
b Fidelity 8872 P    
c Fidelity 7696 P    
d Fidelity 7696 P    
e Wells Fargo 4578 P    
Wells Fargo 4578 P    
Wells Fargo 8424 P    
Wells Fargo 4578 P    
Capital Gain Distribution P    
(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 120,754   120,651 103
b 223,171   220,607 2,564
c 564,236   495,206 69,030
d 900,104   832,285 67,819
e 22,538   28,340 -5,802
465,599   549,881 -84,282
26,573   25,000 1,573
135,282   153,076 -17,794
110,760     110,760
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       103
b       2,564
c       69,030
d       67,819
e       -5,802
      -84,282
      1,573
      -17,794
      110,760
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 2 143,971
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,363
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,363
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,363
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,096
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 2,096
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 2,267
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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)
    bulletIL
    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 addressbulletwww.spungenfoundation.org
    14
    The books are in care ofbulletKPMG Spark Telephone no.bullet (855) 777-7696

    Located atbullet2755 E Cottonwood Pkwy 100Cottonwood HeighUT ZIP+4bullet84121
    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
     
    No
    ........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
    Carol Spungen President
    10.00     		0 0 0
    125 SHELTER ROAD 192
    Lincolnshire,IL60069
    Daniel Spungen Treasurer
    20.00     		0 0 0
    125 SHELTER ROAD 192
    Lincolnshire,IL60069
    Debra Spungen Vice President
    1.00     		0 0 0
    125 SHELTER ROAD 192
    Lincolnshire,IL60069
    Glenn Spungen Secretary
    1.00     		0 0 0
    125 SHELTER ROAD 192
    Lincolnshire,IL60069
    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 Expenses incurred to maintain, collect and promote library of Holocuast related artifacts & materials 16,935
    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
    9,476,093
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,476,093
    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
    9,476,093
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    142,141
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,333,952
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    466,698
    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
    466,698
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,363
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,363
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    462,335
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    462,335
    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
    462,335
    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
    533,727
    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
    533,727
    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
    533,727
    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 7 462,335
    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......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 22,169
    fTotal of lines 3a through e........ 22,169
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 533,727
    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..... 462,335
    e Remaining amount distributed out of corpus 71,392
    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 93,561
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		93,561
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019.... 22,169
    e Excess from 2020.... 71,392
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    AHO
    2628 Hey 36 South PMB 282
    Brenham,TX77833     		  PC Membership of organizations focused on the Holocaust 225
    American Friends of Rabin Medical Center
    636 Broadway 218
    New York City,NY10012     		  PC Santa Barbara 5k Cancer Fundraiser 1,000
    Anti-Defamation League
    1528 Chapla Street 301
    Santa Barbara,CA93101     		  PC General Operations 1,800
    Bend the Arc Jewish Partnership for Justice
    330 Seventh Ave 19th Floor
    New York City,NY10001     		  PC Jews for Justice and equality movement 2,500
    Bright Beginnings Inc
    3640 Martin Luther King Jr Ave SE
    Washington DC,DC20032     		  PC Preschooling for homeless children 1,000
    Caddy for a Cure
    2067 NW 104th Ave
    Coral Gables,FL33071     		  PC Health care support 7,500
    Canary Foundation
    3155 Porter Drive
    Palo Alto,CA94304     		  PC Cancer research 10,000
    Cancer Foundation of Greater Santa Barbara
    601 West Junipero Street
    Santa Barbara,CA93105     		  PC Genetic counselor 10,000
    Candles Holocaust Museum
    1532 South Third Street
    Terre Haute,IN47802     		  PC Workshops, Public Programming, Scholarships for holocaust education 13,750
    Casa Serena
    1515 Bath Street
    Santa Barbara,CA93101     		  PC Women in Recovery 5,000
    Children's Oncology Services
    213 W Institute Place Suite 306
    Chicago,IL60610     		  PC One Step Summer Camp 10,000
    Community Partners for the Dinner Party
    1000 North Alameda Street 240
    Los Angles,CA90012     		  PC Suffering Loss 1,000
    Congregation B'nai B'rith
    1000 San Antonio Creek Road
    Santa Barbara,CA93111     		  PC Covid-19 Emergency Fund 5,000
    Congregation B'nai B'rith
    1000 San Antonio Creek Road
    Santa Barbara,CA93111     		  PC Melton program for education 5,000
    Direct Relief
    6100 Wallace Becknell Road
    Santa Barbara,CA93117     		  PC General Operations 10,000
    Doctors Without Walls
    PO Box 3751
    Santa Barbara,CA93103     		  PC Street Healthcare for the Homeless 10,000
    Educator's Institute for Human Rights
    1301 K Street NW Suite 300 W
    Washington DC,DC20005     		  PC Best practices in Holocaust and human rights education 1,000
    Emory University
    201 Downman Drive
    Atlanta,GA30322     		  Gov Addressing cancer thru BRCA genes in Jewish community, national program 25,000
    Erie Family Health Centers
    1701 West Superior Street
    Chicago,IL60622     		  PC Healthcare for the homeless and low income at the Waukegan health center 15,000
    Family Service Agency
    123 West Gutierrez Street
    Santa Barbara,CA93101     		  PC For caregiver identification with mental health and case management/ resources support 25,000
    Family Service of Lake County
    777 Central Ave
    Highland Park,IL60035     		  PC To increase respite and resource support for family caregivers and other supportive interventions 36,200
    Food Bank of Santa Barbara
    4554 Hollister Avenue
    Santa Barbara,CA93110     		  PC Emergency Feeding Plan 5,000
    Girls on the Run
    2100 Lee Road
    Winter Park,FL32789     		  PC Keeping girls healthy, active, and outside 1,250
    Givat Haviva Educational Foundation
    315 W 36th Street
    New York City,NY10018     		  PC Strengthen relations between Israel's Arab and Jewish citizens 1,000
    Glide Memorial Church
    330 Ellis Street
    San Francisco,CA94102     		  PC Covid-19 Emergency Response Fund 2,500
    Helping Hands Network
    425 Huehi Road Suite 16B
    Northbrook,IL60062     		  PC Adults with intellectual and developments disabilities 15,000
    Hospice of Santa Barbara
    2050 Alameda Padre Suite 100
    Santa Barbara,CA93103     		  PC Patient care services, caregiver support 5,000
    IL Holocaust Museum & Education Center
    9603 Woods Drive
    Skokie,IL60077     		  PC Capital Campaign 9,000
    IL Holocaust Museum & Education Center
    9603 Woods Drive
    Skokie,IL60077     		  PC Holocaust history through survivor reflections 1,200
    IL Holocaust Museum & Education Center
    9603 Woods Drive
    Skokie,IL60077     		  PC Living Memory project and bricker honoring fundraiser 1,500
    Interface Children & Family Services
    4001 Mission Oaks Blvd I
    Camarillo,CA93012     		  PC Basic Need Support to Children, Familes, and Seniors 2,500
    Jewish Family and Children Services
    PO Box 159004
    San Francisco,CA94115     		  PC Care to isolated seniors, the vulnerable, and sick community members 5,500
    Jewish Family Service of Rochester
    255 East Ave Suite 201
    Rochester,NY14604     		  PC Pilot project in Rochester Highlands housing 5,000
    Jewish Federation of Greater Santa Barbara
    524 Chapia Street
    Santa Barbara,CA93101     		  PC Care manager for Jewish family services 10,000
    Jewish Funders Network
    150 West 30th Street
    New York City,NY10001     		  PC Membership of international community of private foundations and philanthropists 850
    Jewish United Fund
    Ben Gurion Way 30 South Wells
    Street
    Chicago,IL60606     		  PC Holocaust community services program 5,000
    Jewish Children and Family Services co Jewish United Fund
    30 South Wells Street 3155
    Chicago,IL60606     		  PC Counseling Services 5,000
    JourneyCare
    5 South 710 S Paulina Street
    Chicago,IL60612     		  PC Cover unreimbursed health care to under- and uninsured patients services 5,000
    Kara
    457 Kingsley Ave
    Palo Alto,CA94301     		  PC Grief Support for Children, teens, families and adults 500
    Kavod Ensuring Dignity for Holocaust Survivors
    1799 Kirby Parkway Suite 1-362
    Memphis,TN38138     		  PC Holocaust Survivors living in CA & LA 5,000
    Lake County Caregiver Net
    3139 North Augusta Drive
    Wadsworth,IL60083     		  PC Matching grant for pilot, established caregiver program and tech support 8,808
    Lauri S Baurer Foundation for Sudden Loss
    PO Box 737
    Lincolinshire,IL60069     		  PC To support families going through grief and loss 5,000
    Lisbon Community School
    33 Mill Street
    Lisbon,ME04250     		  Gov 4th Grade Holocaust education program 800
    Equal Hope
    300 S Ashland Ave STE 202
    Chicago,IL60607     		  PC Medical intervention to address health care disparities. 10,000
    Minding Your Mind
    1084 East Lancaster Avenue Suite
    302
    Rosemont,PA19010     		  PC Mental health education 5,000
    National Center for Family Philanthropy
    1667 K Street NW Suite 550
    Washington DC,DC20006     		  PC Membership of family foundations 1,000
    One Mind
    PO Box 680
    Rutherford,CA94573     		  PC Mental Health research and support 1,000
    PADS Lake County
    1800 Grand Avenue
    Waukegan,IL60085     		  PC Homeless healthcare access program case management services 10,000
    Ruth's Reusable Resources
    39 Blueberry Road
    Portland,ME04102     		  PC Donates school supplies to teachers 1,250
    Santa Barbara Hillel
    Santa Barbara Hillel 781
    Isla Vista,CA93117     		  PC General Operation 1,000
    Sarnoff Center for Jewish Genetics
    30 S Wells Street 216-600
    Chicago,IL60606     		  PC Educate to prevent BRCA-related Cancer in Chicago Jewish community 5,000
    Sharesharet
    1086 Teaneck Road Suite 20
    Teaneck,NJ07666     		  PC Caregiver kits 25,000
    Sino Judaic Institute
    1252 West College Avenue
    Jacksonville,IL62650     		  PC Chinese-Jewish relations 500
    Taproots Inc
    2718 W Adams 2nd Floor
    Chicago,IL60612     		  PC Teen suicide prevention 5,000
    The Ark
    6450 N California Ave
    Chicago,IL60645     		  PC Support for social services 15,000
    The Chicago Lighthouse
    1850 W Roosevelt Road
    Chicago,IL60610     		  PC Senior program to provide older adults with visual impairments with multiple daily programs 10,000
    Together We Remember
    25 S Charles Street 1400
    Baltimore,MD21201     		  PC Genocide prevention through learning, activism, and remembrance 5,000
    Together We Remember
    25 S Charles Street 1400
    Baltimore,MD21201     		  PC Genocide prevention through learning, activism, remembrance 3,000
    Trudi's Tribe
    4480 48th Avenue CT STE3
    Rock Island,IL61201     		  PC Pediatric Cancer Patients 2,500
    UC Regent
    Office of Development UCSB
    Santa Barbara,CA93106     		  PC Taugman symposium in Jewish studies 2,500
    Ventura County Community Foundation
    4001 Mission Oaks Blvd Suite A
    Camarillo,CA93012     		  PC Support Santa Barbara County undocumented families during Covid-19 5,000
    Vitamin Angels
    PO Box 4490
    Santa Barbara,CA93101     		  PC Life saving vitamins for at risk population 10,000
    VNA health
    509 E Montecito Street
    Santa Barbara,CA93103     		  PC Palliative care programs 5,000
    Wikimedia Foundation
    1 Montgomery Street Suite 1600
    San Francisco,CA94104     		  PC Provides essential infrastructure for free knowledge 18
    Total .................................bullet 3a 419,151
    bApproved for future payment
    The Ark
    6450 N California Ave
    Chicago,IL60645     		  PC Support for soical services 30,000
    Canary Foundation
    3155 Porter Drive
    Palo Alto,CA94304     		  PC Cancer Research 10,000
    Cancer Foundation of Santa Barbara
    601 West Junipero Street
    Santa Barbara,CA93105     		  PC Genetic Research 10,000
    Children's Oncology Services
    213 W Institute Place Suite 306
    Chicago,IL60610     		  PC One step summer camp 20,000
    Congregation B'nai B'rith
    1000 San Antonio Creek Road
    Santa Barbara,CA93111     		  PC Melton program for educaiton 5,000
    Doctors Without Walls
    PO box 3751
    Santa Barbara,CA93103     		  PC Street Healthcare for the Homeless 20,000
    Erie Family Health Centers
    1701 West Superior Street
    Chicago,IL60622     		  PC Healthcare for the homeless and low income at the Waukegan health center 30,000
    Family Service of Lake County
    777 Central Ave
    Highland Park,IL60035     		  PC to increase respite and resource suppourt for family caregivers and other supportive interventions 50,000
    HAPI
    255 East Ave Suite 201
    Rochester,NY14604     		  PC Pilot project in Rochester Highland housing 5,000
    Hospice of Santa Barbara
    2050 Alameda Padre Suite 100
    Santa Barbara,CA93103     		  PC Patient care services, caregiver support 5,000
    IL Holocaust Museum & Education Center
    9603 Woods Drive
    Skokie,IL60077     		  PC Capital Campaign 6,000
    IL Holocaust Museum & Education Center
    9603 Woods Drive
    Skokie,IL60077     		  PC Holocaust History through survivor reflections 16,500
    Jewish Federation of Greater Santa Barbara
    524 Chapia Street
    Santa Barbara,CA93101     		  PC Care manager for Jewish family services 10,000
    Lauri S Baurer Foundation for Sudden Loss
    PO box 737
    Lincolinshire,IL60069     		  PC To support families going through grief and loss 10,000
    PADS Lake County
    1800 Grand Avenue
    Waukegan,IL60085     		  PC Homeless healthcare access program care management services 10,000
    Sharesharet
    1086 Teaneck Road Suite 20
    Teaneck,NJ07666     		  PC Caregiver Kits 25,000
    UC Regent
    Office of Development UCSB
    Santa Barbara,CA93106     		  PC Taugman syposium in Jewish Studies 2,500
    Vitamin Angels
    PO box 4490
    Santa Barbara,CA93101     		  PC Life saving vitamins for at risk population 10,000
    VNA health
    509 E Montecito Street
    Santa Barbara,CA93103     		  PC Palliative care programs 10,000
    Total .................................bullet 3b 285,000
    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 ...........     		         
    4 Dividends and interest from securities....     14 215,574  
    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 ............     		    14 143,971  
    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).. 0 359,545 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    359,545
    (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
    AHO2628 Hey 36 South PMB 282
    Brenham,TX77833     		  PC Membership of organizations focused on the Holocaust 225
    American Friends of Rabin Medical Center636 Broadway 218
    New York City,NY10012     		  PC Santa Barbara 5k Cancer Fundraiser 1,000
    Anti-Defamation League1528 Chapla Street 301
    Santa Barbara,CA93101     		  PC General Operations 1,800
    Bend the Arc Jewish Partnership for Justice330 Seventh Ave 19th Floor
    New York City,NY10001     		  PC Jews for Justice and equality movement 2,500
    Bright Beginnings Inc3640 Martin Luther King Jr Ave SE
    Washington DC,DC20032     		  PC Preschooling for homeless children 1,000
    Caddy for a Cure2067 NW 104th Ave
    Coral Gables,FL33071     		  PC Health care support 7,500
    Canary Foundation3155 Porter Drive
    Palo Alto,CA94304     		  PC Cancer research 10,000
    Cancer Foundation of Greater Santa Barbara601 West Junipero Street
    Santa Barbara,CA93105     		  PC Genetic counselor 10,000
    Candles Holocaust Museum1532 South Third Street
    Terre Haute,IN47802     		  PC Workshops, Public Programming, Scholarships for holocaust education 13,750
    Casa Serena1515 Bath Street
    Santa Barbara,CA93101     		  PC Women in Recovery 5,000
    Children's Oncology Services213 W Institute Place Suite 306
    Chicago,IL60610     		  PC One Step Summer Camp 10,000
    Community Partners for the Dinner Party1000 North Alameda Street 240
    Los Angles,CA90012     		  PC Suffering Loss 1,000
    Congregation B'nai B'rith1000 San Antonio Creek Road
    Santa Barbara,CA93111     		  PC Covid-19 Emergency Fund 5,000
    Congregation B'nai B'rith1000 San Antonio Creek Road
    Santa Barbara,CA93111     		  PC Melton program for education 5,000
    Direct Relief6100 Wallace Becknell Road
    Santa Barbara,CA93117     		  PC General Operations 10,000
    Doctors Without WallsPO Box 3751
    Santa Barbara,CA93103     		  PC Street Healthcare for the Homeless 10,000
    Educator's Institute for Human Rights1301 K Street NW Suite 300 W
    Washington DC,DC20005     		  PC Best practices in Holocaust and human rights education 1,000
    Emory University201 Downman Drive
    Atlanta,GA30322     		  Gov Addressing cancer thru BRCA genes in Jewish community, national program 25,000
    Erie Family Health Centers1701 West Superior Street
    Chicago,IL60622     		  PC Healthcare for the homeless and low income at the Waukegan health center 15,000
    Family Service Agency123 West Gutierrez Street
    Santa Barbara,CA93101     		  PC For caregiver identification with mental health and case management/ resources support 25,000
    Family Service of Lake County777 Central Ave
    Highland Park,IL60035     		  PC To increase respite and resource support for family caregivers and other supportive interventions 36,200
    Food Bank of Santa Barbara4554 Hollister Avenue
    Santa Barbara,CA93110     		  PC Emergency Feeding Plan 5,000
    Girls on the Run2100 Lee Road
    Winter Park,FL32789     		  PC Keeping girls healthy, active, and outside 1,250
    Givat Haviva Educational Foundation315 W 36th Street
    New York City,NY10018     		  PC Strengthen relations between Israel's Arab and Jewish citizens 1,000
    Glide Memorial Church330 Ellis Street
    San Francisco,CA94102     		  PC Covid-19 Emergency Response Fund 2,500
    Helping Hands Network425 Huehi Road Suite 16B
    Northbrook,IL60062     		  PC Adults with intellectual and developments disabilities 15,000
    Hospice of Santa Barbara2050 Alameda Padre Suite 100
    Santa Barbara,CA93103     		  PC Patient care services, caregiver support 5,000
    IL Holocaust Museum & Education Center9603 Woods Drive
    Skokie,IL60077     		  PC Capital Campaign 9,000
    IL Holocaust Museum & Education Center9603 Woods Drive
    Skokie,IL60077     		  PC Holocaust history through survivor reflections 1,200
    IL Holocaust Museum & Education Center9603 Woods Drive
    Skokie,IL60077     		  PC Living Memory project and bricker honoring fundraiser 1,500
    Interface Children & Family Services4001 Mission Oaks Blvd I
    Camarillo,CA93012     		  PC Basic Need Support to Children, Familes, and Seniors 2,500
    Jewish Family and Children ServicesPO Box 159004
    San Francisco,CA94115     		  PC Care to isolated seniors, the vulnerable, and sick community members 5,500
    Jewish Family Service of Rochester255 East Ave Suite 201
    Rochester,NY14604     		  PC Pilot project in Rochester Highlands housing 5,000
    Jewish Federation of Greater Santa Barbara524 Chapia Street
    Santa Barbara,CA93101     		  PC Care manager for Jewish family services 10,000
    Jewish Funders Network150 West 30th Street
    New York City,NY10001     		  PC Membership of international community of private foundations and philanthropists 850
    Jewish United FundBen Gurion Way 30 South Wells
    Street
    Chicago,IL60606     		  PC Holocaust community services program 5,000
    Jewish Children and Family Services co Jewish United Fund30 South Wells Street 3155
    Chicago,IL60606     		  PC Counseling Services 5,000
    JourneyCare5 South 710 S Paulina Street
    Chicago,IL60612     		  PC Cover unreimbursed health care to under- and uninsured patients services 5,000
    Kara457 Kingsley Ave
    Palo Alto,CA94301     		  PC Grief Support for Children, teens, families and adults 500
    Kavod Ensuring Dignity for Holocaust Survivors1799 Kirby Parkway Suite 1-362
    Memphis,TN38138     		  PC Holocaust Survivors living in CA & LA 5,000
    Lake County Caregiver Net3139 North Augusta Drive
    Wadsworth,IL60083     		  PC Matching grant for pilot, established caregiver program and tech support 8,808
    Lauri S Baurer Foundation for Sudden LossPO Box 737
    Lincolinshire,IL60069     		  PC To support families going through grief and loss 5,000
    Lisbon Community School33 Mill Street
    Lisbon,ME04250     		  Gov 4th Grade Holocaust education program 800
    Equal Hope300 S Ashland Ave STE 202
    Chicago,IL60607     		  PC Medical intervention to address health care disparities. 10,000
    Minding Your Mind1084 East Lancaster Avenue Suite
    302
    Rosemont,PA19010     		  PC Mental health education 5,000
    National Center for Family Philanthropy1667 K Street NW Suite 550
    Washington DC,DC20006     		  PC Membership of family foundations 1,000
    One MindPO Box 680
    Rutherford,CA94573     		  PC Mental Health research and support 1,000
    PADS Lake County1800 Grand Avenue
    Waukegan,IL60085     		  PC Homeless healthcare access program case management services 10,000
    Ruth's Reusable Resources39 Blueberry Road
    Portland,ME04102     		  PC Donates school supplies to teachers 1,250
    Santa Barbara HillelSanta Barbara Hillel 781
    Isla Vista,CA93117     		  PC General Operation 1,000
    Sarnoff Center for Jewish Genetics30 S Wells Street 216-600
    Chicago,IL60606     		  PC Educate to prevent BRCA-related Cancer in Chicago Jewish community 5,000
    Sharesharet1086 Teaneck Road Suite 20
    Teaneck,NJ07666     		  PC Caregiver kits 25,000
    Sino Judaic Institute1252 West College Avenue
    Jacksonville,IL62650     		  PC Chinese-Jewish relations 500
    Taproots Inc2718 W Adams 2nd Floor
    Chicago,IL60612     		  PC Teen suicide prevention 5,000
    The Ark6450 N California Ave
    Chicago,IL60645     		  PC Support for social services 15,000
    The Chicago Lighthouse1850 W Roosevelt Road
    Chicago,IL60610     		  PC Senior program to provide older adults with visual impairments with multiple daily programs 10,000
    Together We Remember25 S Charles Street 1400
    Baltimore,MD21201     		  PC Genocide prevention through learning, activism, and remembrance 5,000
    Together We Remember25 S Charles Street 1400
    Baltimore,MD21201     		  PC Genocide prevention through learning, activism, remembrance 3,000
    Trudi's Tribe4480 48th Avenue CT STE3
    Rock Island,IL61201     		  PC Pediatric Cancer Patients 2,500
    UC RegentOffice of Development UCSB
    Santa Barbara,CA93106     		  PC Taugman symposium in Jewish studies 2,500
    Ventura County Community Foundation4001 Mission Oaks Blvd Suite A
    Camarillo,CA93012     		  PC Support Santa Barbara County undocumented families during Covid-19 5,000
    Vitamin AngelsPO Box 4490
    Santa Barbara,CA93101     		  PC Life saving vitamins for at risk population 10,000
    VNA health509 E Montecito Street
    Santa Barbara,CA93103     		  PC Palliative care programs 5,000
    Wikimedia Foundation1 Montgomery Street Suite 1600
    San Francisco,CA94104     		  PC Provides essential infrastructure for free knowledge 18
    Total ...............................bullet 3a 419,151
    bApproved for future payment
    The Ark6450 N California Ave
    Chicago,IL60645     		  PC Support for soical services 30,000
    Canary Foundation3155 Porter Drive
    Palo Alto,CA94304     		  PC Cancer Research 10,000
    Cancer Foundation of Santa Barbara601 West Junipero Street
    Santa Barbara,CA93105     		  PC Genetic Research 10,000
    Children's Oncology Services213 W Institute Place Suite 306
    Chicago,IL60610     		  PC One step summer camp 20,000
    Congregation B'nai B'rith1000 San Antonio Creek Road
    Santa Barbara,CA93111     		  PC Melton program for educaiton 5,000
    Doctors Without WallsPO box 3751
    Santa Barbara,CA93103     		  PC Street Healthcare for the Homeless 20,000
    Erie Family Health Centers1701 West Superior Street
    Chicago,IL60622     		  PC Healthcare for the homeless and low income at the Waukegan health center 30,000
    Family Service of Lake County777 Central Ave
    Highland Park,IL60035     		  PC to increase respite and resource suppourt for family caregivers and other supportive interventions 50,000
    HAPI255 East Ave Suite 201
    Rochester,NY14604     		  PC Pilot project in Rochester Highland housing 5,000
    Hospice of Santa Barbara2050 Alameda Padre Suite 100
    Santa Barbara,CA93103     		  PC Patient care services, caregiver support 5,000
    IL Holocaust Museum & Education Center9603 Woods Drive
    Skokie,IL60077     		  PC Capital Campaign 6,000
    IL Holocaust Museum & Education Center9603 Woods Drive
    Skokie,IL60077     		  PC Holocaust History through survivor reflections 16,500
    Jewish Federation of Greater Santa Barbara524 Chapia Street
    Santa Barbara,CA93101     		  PC Care manager for Jewish family services 10,000
    Lauri S Baurer Foundation for Sudden LossPO box 737
    Lincolinshire,IL60069     		  PC To support families going through grief and loss 10,000
    PADS Lake County1800 Grand Avenue
    Waukegan,IL60085     		  PC Homeless healthcare access program care management services 10,000
    Sharesharet1086 Teaneck Road Suite 20
    Teaneck,NJ07666     		  PC Caregiver Kits 25,000
    UC RegentOffice of Development UCSB
    Santa Barbara,CA93106     		  PC Taugman syposium in Jewish Studies 2,500
    Vitamin AngelsPO box 4490
    Santa Barbara,CA93101     		  PC Life saving vitamins for at risk population 10,000
    VNA health509 E Montecito Street
    Santa Barbara,CA93103     		  PC Palliative care programs 10,000
    Total ................................bullet 3b 285,000

    TY 2020 AccountingFeesSchedule
    Name:
    Florence and Laurence Spungen Family
     
    Foundation
    EIN:
    20-7155204
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Services 16,835 0   16,835

    TY 2020 GeneralExplanationAttachment
    Name:
    Florence and Laurence Spungen Family
     
    Foundation
    EIN:
    20-7155204
    Identifier Return Reference Explanation
    Adjustment to excess distributions carryover 990PF Part XIII Line 3e For tax year 2019, the incorrect amount was reported for qualifying distributions for 2019 on Part XIII, Line 4. This was an inadvertent error and was not willful. The correct amount should have been $568,692. This results in an excess distributions carryover to 2020 of $22,169. The taxpayer has adjusted the excess distributions carryover on the 2020 form 990-PF Part XIII Line 3e accordingly.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Florence and Laurence Spungen Family
     
    Foundation
    EIN:
    20-7155204
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Fidelity-8872 243,197 251,262

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Florence and Laurence Spungen Family
     
    Foundation
    EIN:
    20-7155204
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Fidelity-7696 950,192 1,941,433
    Wells Fargo-8424 68,905 62,170
    Wells Fargo-4578 1,659,664 2,599,066

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Florence and Laurence Spungen Family
     
    Foundation
    EIN:
    20-7155204
    US Government Securities - End of Year Book Value:

    75,037
    US Government Securities - End of Year Fair Market Value:

    75,087
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    Florence and Laurence Spungen Family
     
    Foundation
    EIN:
    20-7155204
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Wells Fargo-4578 AT COST 3,692,838 4,521,520
    Fidelity-0157 AT COST 83,824 83,824
    Fidelity-7696 AT COST 369,387 393,799
    Fidelity-8872 AT COST 45,000 44,782
    Wells Fargo-8424 AT COST 562,727 607,647

    TY 2020 OtherAssetsSchedule
    Name:
    Florence and Laurence Spungen Family
     
    Foundation
    EIN:
    20-7155204
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Holocaust Memorable 846,651 846,651  


    TY 2020 OtherDecreasesSchedule
    Name:
    Florence and Laurence Spungen Family
     
    Foundation
    EIN:
    20-7155204
    Description Amount
    Book Adjustment 153,941


    TY 2020 OtherExpensesSchedule
    Name:
    Florence and Laurence Spungen Family
     
    Foundation
    EIN:
    20-7155204
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Contract Labor 854 0   854
    Office Expenses 774 0   774
    Meals 1,688 0   1,688
    Holocaust memorabilia 2,644 0   2,644
    Other expenses 1,200 0   1,200


    TY 2020 OtherLiabilitiesSchedule
    Name:
    Florence and Laurence Spungen Family
     
    Foundation
    EIN:
    20-7155204
    Description Beginning of Year - Book Value End of Year - Book Value
    Credit Card 339 749


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Florence and Laurence Spungen Family
     
    Foundation
    EIN:
    20-7155204
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Other Professional Services 73,639 0   73,639
    Investment fees 42,622 42,622   0


    TY 2020 TaxesSchedule
    Name:
    Florence and Laurence Spungen Family
     
    Foundation
    EIN:
    20-7155204
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Taxes and licenses 4,381 3,052   1,329