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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
A-MARK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)530 WILSHIRE BOULEVARD SUITE 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA MONICA, CA904011422
A Employer identification number

95-4621496
B Telephone number (see instructions)

(310) 587-1447
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$26,739,164J 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) 1,133,250
2 Check bullet.............
3 Interest on savings and temporary cash investments 102,998 102,998  
4 Dividends and interest from securities... 23,548 23,548  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 831,172
b Gross sales price for all assets on line 6a 1,067,750
7 Capital gain net income (from Part IV, line 2)... 831,172
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 1,222,486 0  
12 Total. Add lines 1 through 11........ 3,313,454 957,718  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 142,013 0   76,687
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 7,867 0   724
b Accounting fees (attach schedule)....... Click to see attachment 25,075 0   0
c Other professional fees (attach schedule).... Click to see attachment 85,179 0   57,578
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 54,713 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 93 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,468,078 1,419,664   31,622
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,783,018 1,419,664   166,611
25 Contributions, gifts, grants paid....... 292,173 292,173
26 Total expenses and disbursements. Add lines 24 and 25 2,075,191 1,419,664   458,784
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,238,263
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 521,939 1,385,830 1,385,830
2 Savings and temporary cash investments......... 6,395,215 5,905,491 5,905,491
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   2,000    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 549 629 629
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,139,400 Click to see attachment5,153,075 5,153,075
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).......... 11,295,212 Click to see attachment12,673,650 12,673,650
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,626,351 Click to see attachment1,620,882 Click to see attachment1,620,489
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,980,666 26,739,557 26,739,164
Liabilities 17 Accounts payable and accrued expenses.......... 12,115 1,425,949
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 1,617,454 Click to see attachment1,617,454
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,629,569 3,043,403
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 22,351,097 23,696,154
29 Total net assets or fund balances (see instructions)..... 22,351,097 23,696,154
30 Total liabilities and net assets/fund balances (see instructions). 23,980,666 26,739,557
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
22,351,097
2
Enter amount from Part I, line 27a .....................
2
1,238,263
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
704,794
4
Add lines 1, 2, and 3 ..........................
4
24,294,154
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
598,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
23,696,154
Form 990-PF (2021)
Form 990-PF (2021)
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 SELL 5000 VIAC   2020-03-23 2021-03-01
b SELL 1000 JPM   2020-03-11 2021-03-01
c SOLD 7500 SHARES OF VIAC   2020-03-23 2021-03-24
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 335,950   56,510 279,440
b 149,800   95,296 54,504
c 582,000   84,772 497,228
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       279,440
b       54,504
c       497,228
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 831,172
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
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 0
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,000
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 5,000
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,000 RefundedBullet 11 0
Part VI-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
    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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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.AMARKFOUNDATION.ORG
    14
    The books are in care ofbulletROBERT FRCEK Telephone no.bullet (310) 587-1447

    Located atbullet530 WILSHIRE BLVD SUITE 201SANTA MONICACA ZIP+4bullet90401
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
    Yes
     
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    3b
     
    No
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    STEVEN MARKOFF CO-CHAIR
    2.00     		0 0 0
    530 WILSHIRE BLVD SUITE 201
    SANTA MONICA,CA90401
    ROBERT FRCEK CFO & SECRETARY
    2.00     		0 0 0
    530 WILSHIRE BLVD SUITE 201
    SANTA MONICA,CA90401
    KRIS FREDRICKSON CO-CHAIR
    0.20     		0 0 0
    530 WILSHIRE BLVD SUITE 201
    SANTA MONICA,CA90401
    JADWIGA MARKOFF DIRECTOR
    0.20     		0 0 0
    530 WILSHIRE BLVD SUITE 201
    SANTA MONICA,CA90401
    JOHN KURTZ DIRECTOR
    0.20     		0 0 0
    530 WILSHIRE BLVD SUITE 201
    SANTA MONICA,CA90401
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 GRANT MAKING TO TAX-EXEMPT ORGANIZATIONS . TOTAL OF 43 CONTRIBUTIONS MADE DURING 2021. 236,642
    2 NONPARTISAN RESEARCH REGARDING VARIOUS TOPICS OF PUBLIC INTEREST AND PROVIDING THE INFORMATION TO THE PUBLIC, OFTEN IN A SEARCHABLE DATABASE FORMAT. DATABASE TOPICS INCLUDED 9/11, OFFICIAL ANTI-SEMITIC ACTS, 2ND AMENDMENT AND RALPH NADER REPORT PROJECTS. 9,730
    3 GRANTS TO INDIVIDUALS TO SUPPORT BOOK PUBLISHING. 30,281
    4 GRANTS TO SUPPORT WHISTLEBLOWER AID 25,000
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,914,067
    b
    Average of monthly cash balances.......................
    1b
    8,839,393
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,323,067
    d
    Total (add lines 1a, b, and c).........................
    1d
    28,076,527
    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
    1,617,454
    3
    Subtract line 2 from line 1d.........................
    3
    26,459,073
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    396,886
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    26,062,187
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,303,109
    Part X
    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 IX, line 6..................
    1
    1,303,109
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,303,109
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,303,109
    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 XII, line 1 ...
    7
    1,303,109
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,303,109
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 23,644
    b From 2017......  
    c From 2018......  
    d From 2019...... 122,872
    e From 2020......  
    f Total of lines 3a through e ........ 146,516
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 458,784
    a Applied to 2020, 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 2021 distributable amount..... 458,784
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 146,516 146,516
    (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 0
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		697,809
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    STEVEN MARKOFF
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    JOHN WILLHEIM
    3944 CODY RD
    SHERMAN OAKS,CA91403     		NONE INDIVIDUAL ADDITIONAL BOOK GRANT FOR "WAR OF WHISPERS" 30,281
    JOSIAH MESIYIO PETER
    NAIROBI - NAMANGA
      KAJIADO  
    KE     		NONE INDIVIDUAL MEDICAL SUPPLIES RELATED TO COVID-19 (PPE, ETC.) IN SUPPORT OF AMBOSELLI SCHOOL IN A SMALL VILLAGE IN KENYA, AFRICA 250
    ORB MEDIA
    5806 FIELD PL NE
    WASHINGTON,DC20019     		NONE PC ORB MEDIA UNEARTHS GLOBAL INSIGHTS ON HOW OUR WORLD CAN FORGE A MORE SUSTAINABLE FUTURE. 2,500
    SALVATION ARMY
    1665 10TH STREET
    SANTA MONICA,CA90404     		NONE PC MEET HUMAN NEEDS WITHOUT DISCRIMINATION, ASSISTING APPROX. 30 MILLION AMERICANS ANNUALLY, SERVING 131 COUNTRIES AROUND THE GLOBE. 2,500
    SIERRA MADRE PLAYHOUSE
    87 W SIERRA MADRE BLVD
    SIERRA MADRE,CA91024     		NONE PC CONNECT PEOPLE IN OUR DIVERSE COMMUNITIES THROUGH BOLD, RESONANT LIVE THEATER IN AN INTIMATE SETTING THAT INSPIRES, ENTERTAINS, AND CELEBRATES OUR SHARED HUMANITY. 4,500
    TUITION MAGICIAN
    C/O MIKE GATTO 1452 PLAZA FRANCISCO
    PALOS VERDES,CA90274     		NONE PC TO PROVIDE SCHOLARSHIPS FOR WORTHY STUDENTS IN NEED, WITH NO ADMINISTRATIVE OVERHEAD. 2,500
    PROCON
    530 WILSHIRE BLVD STE 201
    SANTA MONICA,CA90401     		NONE PC CONTRIBUTION TO PROCON, SUPPORTING ANNUAL BUDGET 1,808
    WHISTLEBLOWER AID
    1250 CONNECTICUT AVE NW SUITE 700
    WASHINGTON,DC20036     		NONE PC PUBLIC POLICY GRANT TO DETER GOVERNMENT/CORPORATE MISCONDUCT 25,000
    WIKIMEDIA FOUNDATION
    PO BOX 98204
    WASHINGTON,DC20090     		NONE PC TO EMPOWER AND ENGAGE PEOPLE AROUND THE WORLD TO COLLECT AND DEVELOP EDUCATIONAL CONTENT UNDER A FREE LICENSE OR IN THE PUBLIC DOMAIN, AND TO DISSEMINATE IT EFFECTIVELY AND GLOBALLY. 2,500
    ZAHLE ASSOCIATION
    C/O EDWARD NAHAS 930 E DRYDEN ST
    GLENDALE,CA91207     		NONE PC SUPPORT LOCAL CHARITY ORGANIZATIONS IN ZAHLE, LEBANON. 1,500
    BLUE MAN DOG
    2416 W VICTORY BLVD 272
    BURBANK,CA91506     		NONE PC TO PROVIDE DOG SHELTER WORKERS WITH FREE DOG BEHAVIORAL TRAINING SERVICES THAT MAY IMPROVE THE LIKELIHOOD THAT THEIR DOG RESCUES WILL FIND PERMANENT HOMES. 10,000
    GOLD HOUSE FOUNDATION
    159 WORKING RANCH
    IRVINE,CA92602     		NONE PC TO CULTIVATE AND PROMOTE ASIAN AND ASIAN-AMERICAN INTERESTS, HERITAGE, AND CULTURE, 20,000
    NEW WAY OF LIFE
    PO BOX 875288
    LOS ANGELES,CA90087     		NONE PC PROVIDES HOUSING, CASE MANAGEMENT, PRO BONO LEGAL SERVICES, ADVOCACY AND LEADERSHIP DEVELOPMENT FOR WOMEN REBUILDING THEIR LIVES AFTER PRISON. 10,000
    SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
    23564 CALABASAS ROAD SUITE 201
    CALABASAS,CA91302     		NONE PC TO EMPOWER, ENCOURAGE, AND CATALYZE PROJECTS SO THAT WE CAN COLLABORATE AND FACILITATE PROGRESSIVE CHANGE IN AREAS OF SOCIAL AND ENVIRONMENTAL JUSTICE. 10,000
    ADA COUNTY SHERIFF'S EMPLOYEES' ASSOC
    10 NORTH LIBERTY STREET SUITE 150
    BOISE,ID83704     		NONE PC TO UNITE ADA COUNTY SHERIFF DEPUTIES AND PUBLIC SAFETY EMPLOYEES WITH LOCAL DISADVANTAGED CHILDREN FOR A SPECIAL DAY OF SHOPPING TO PROVIDE FOR CHILD'S PRACTICAL NEEDS. 3,000
    BIG BROTHERS BIG SISTERS OF SW IDAHO
    7609 EMERALD STREET
    BOISE,ID83704     		NONE PC TO PROVIDE CHILDREN FACING ADVERSITY WITH ONE-TO-ONE RELATIONSHIPS 2,500
    BOISE POLICE ASSOCIATION
    7311 POTOMAC DR
    BOISE,ID83704     		NONE I SUPPORT TO SCHOOLS, BUSINESSES AND COMMUNITY GROUPS LOCATED WITHIN THE CITY OF BOISE 3,000
    CHILDREN'S HOME SOCIETY OF IDAHO
    740 WARM SPRINGS AVENUE
    BOISE,ID83712     		NONE PC IMPROVE THE LIVES OF CHILDREN IN THE BOISE COMMUNITY 5,000
    IDAHO BOTANICAL GARDENS
    2355 OLD PENITENTIARY ROAD
    BOISE,ID83712     		NONE PC TO DEVELOP A BOTANICAL GARDEN ON A 42-ACRE SITE OF OLD PRISON GROUNDS 5,000
    IDAHO CASA ASSOCIATION
    3010 W STATE STREET
    BOISE,ID83703     		NONE PC TO PROMOTE THE DEVELOPMENT OF THE 7 JUDICIAL DISTRICTS OF CASA/GAL PROGRAMS AND SUPPORT THEIR MISSIONS TO HELP PROVIDE SAFETY FOR EVERY ABUSED OR NEGLECTED CHILD AND THE OPPORTUNITY TO THRIVE. 3,000
    IDAHO HUMANE SOCIETY
    4775 DORMAN STREET
    BOISE,ID83705     		NONE PC TO THE CONSTRUCTION OF A NEW IDAHO HUMANE SOCIETY ANIMAL CARE CENTER 3,000
    IDAHO STATE HISTORICAL SOCIETY
    2205 OLD PENITENTIARY ROAD
    BOISE,ID83712     		NONE PC PROVIDES ACCESS TO IRREPLACEABLE STATE OWNED HISTORIC COLLECTIONS. 2,500
    MAKE-A-WISH IDAHO
    310 W IDAHO ST
    BOISE,ID83702     		NONE I TO SUPPORT CHILDREN TO AGAINST DISEASE 2,500
    RONALD MCDONALD HOUSE CHARITIES OF IDAHO
    101 WARM SPRINGS AVENUE
    BOISE,ID83712     		NONE PC TO PROVIDE A PLACE TO REST AND REFRESH AND CARES FOR THE FAMILY WHEN THEIR CHILD FACES A MEDICAL CRISIS 3,000
    SPECIAL OLYMPICS IDAHO
    199 E 52ND STREET
    GARDEN CITY,ID83714     		NONE PC TO PROVIDE SPORTS TRAINING & ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN & ADULTS WITH INTELLECTUAL DISABILITIES 5,000
    SWIFTSURE RANCH
    114 CALYPSO LANE
    BELLEVUE,ID83313     		NONE PC TO ENCOURAGE PHYSICAL, MENTAL AND EMOTIONAL WELL-BEING OF CHILDREN AND ADULTS WITH DISABILITIES THROUGH EQUINE-ASSISTED ACTIVITIES AND THERAPIES. 2,500
    THE FIRST TEE OF IDAHO
    172 S ACADEMY AVE SUITE 160
    EAGLE,ID83616     		NONE PC TO SUPPORT PROGRAMS TO EMPHASIZE FAMILY VALUES AND UNDERSTANDING OF HOW GIVING TO OTHERS BENEFITS THE COMMUNITY 10,000
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON ROAD
    KANAB,UT84741     		NONE PC TO BRING ABOUT A TIME WHEN THERE ARE NO MORE HOMELESS PETS 3,000
    FEED THE CHILDREN
    PO BOX 36
    OKLAHOMA CITY,OK73101     		NONE PC TO END CHILDHOOD HUNGER 10,000
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC20090     		NONE PC TO FEED AMERICA'S HUNGRY 10,000
    INTERNATIONAL RESCUE COMMITTEE
    PO BOX 6068
    ALBERT LEA,MN56007     		NONE PC DELIVERS LIFESAVING CARE TO PEOPLE FLEEING CONFLICT AND NATURAL DISASTER 3,000
    LOS ANGELES MISSION
    PO BOX 60127
    LOS ANGELES,CA90060     		NONE PC SERVES THE IMMEDIATE AND LONG TERM NEEDS OF HOMELESS AND DISADVANTAGED MEN 5,000
    MEALS ON WHEELS WEST
    1823-A MICHIGAN AVENUE
    SANTA MONICA,CA90404     		NONE PC TO ELIMINATE HUNGER AND ISOLATION AND FOSTER INDEPENDENCE SO NO SENIOR GOES HUNGRY 5,000
    MERCY CORPS
    PO BOX 2669 DEPT W
    PORTLAND,OR97208     		NONE PC ALLEVIATE SUFFERING, POVERTY AND OPPRESSION BY HELPING PEOPLE BUILD SECURE, PRODUCTIVE AND JUST COMMUNITIES. 3,000
    OPERATION SMILE
    3641 FACULTY BOULEVARD
    VIRGINIA BEACH,VA23453     		NONE PC PROVIDE FREE SURGERIES FOR CHILDREN/YOUNG ADULTS IN DEVELOPING COUNTRIES BORN WITH CLEFT LIP, CLEFT PALATE OR OTHER FACIAL DEFORMITIES. 2,500
    SAMOHI PTSA
    601 PICO BLVD
    SANTA MONICA,CA90405     		NONE PC TO PROVIDE SUPPORT TO SANTA MONICA HIGH SCHOOL COMMUNITY THROUGH PARENT INVOLVEMENT IN SCHOOL AND DISTRICTWIDE COMMITTES AND BY RAISING FUNDS FOR STUDENT WELFARE, SCHOLARSHIPS AND ACTIVITIES. 1,000
    SANTA MONICA EDUCATION FOUNDATION
    1645 16TH STREET
    SANTA MONICA,CA90404     		NONE PC TO ENHANCE AND SUPPLEMENT THE CURRICULUM OF THE SANTA MONICA-MALIBU UNIFIED SCHOOL DISTRICT 5,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825     		NONE PC PROMOTE CHILDREN'S RIGHTS, PROVIDES RELIEF AND HELPS SUPPORT CHILDREN IN DEVELOPING COUNTRIES. 2,500
    BRENT SHAPIRO FOUNDATION
    KERN VALLEY HOSPITAL FOUNDATION
    ENCINO,CA91316     		NONE PC TO BECOME THE NATIONAL LEADER IN THE FIGHT AGAINST DRUG AND ALCOHOL DEPENDENCE 2,500
    BUDO ACCELERATOR
    17777 MAIN STREET SUITE G
    IRVINE,CA92614     		NONE PC PROGRAMS FOR HIGH-SCHOOL STUDENTS AND FIRST-GENERATION COLLEGE STUDENTS BUILD LEADERSHIP SKILLS AND EMPOWER THEM TO SUCCEED ACADEMICALLY, SOCIALLY, AND PROFESSIONALLY. 5,000
    CLIMATE RIDE
    111 N HIGGINS AVE SUITE 415
    MISSOULA,MT59802     		NONE PC MOBILIZE PEOPLE TO PROTECT OUR PLANET THROUGH LIFECHANGING ADVENTURE 250
    HILLEL FOUNDATION AT INDIANA UNIVERSITY
    HELENE G SIMON HILLEL CENTER
    BLOOMINGTON,IN47401     		NONE PC ENSURING JEWISH COLLEGE STUDENTS HAVE OPPORTUNITIES TO RECOGNIZE AND DEVELOP THEIR LEADERSHIP POTENTIAL AND EXPRESS THEIR JEWISHNESS IN MANY TRADITIONAL AND CREATIVE WAYS 2,500
    HUMAN RIGHTS WATCH
    11501 W OLYMPIC BLVD
    LOS ANGELES,CA90064     		NONE PC HELPING PROTECT RIGHTS & SAVE LIVES IN MORE THAN 100 COUNTRIES WORLDWIDE 25,000
    ILM FOUNDATION
    C/O ILM FOUNDATION PO BOX 42125
    LOS ANGELES,CA90042     		NONE PC SKID ROW PORTABLE TOILET MONITORING PROGRAM 21,084
    JUNIOR STATE OF AMERICA FOUNDATION
    70 WASHINGTON STREET SUITE 320
    OAKLAND,CA94607     		NONE PC JSA PREPARES A DIVERSE COMMUNITY OF AMERICA'S HIGH SCHOOL STUDENTS TO PARTICIPATE IN OUR DEMOCRACY 2,500
    KERN VALLEY HOSPITAL FOUNDATION
    6412 LAUREL AVE
    LAKE ISABELLA,CA93240     		NONE PC GRANT FOR FOOD DISTRIBUTION FOR THOSE IN NEED 10,000
    Total .................................bullet 3a 292,173
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 102,998  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 831,172  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP DISTRIBUTION-INCOME FOR BOOKS NOT TAX-SEE FORM 990-T     		  1,222,486      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 1,222,486 957,718 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,180,204
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    A-MARK FOUNDATION
     
    Employer identification number

    95-4621496
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    A-MARK FOUNDATION
          		Employer identification number
    95-4621496
    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
    PALM FINANCE CORPORATION
     
    530 WILSHIRE BLVD SUITE 201
     
    SANTA MONICA, CA90401

    		$ 1,133,250


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    A-MARK FOUNDATION
          		Employer identification number

    95-4621496
    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
    1
    		 SILVER $ 1,133,250 2021-12-27
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    A-MARK FOUNDATION
          		Employer identification number

    95-4621496
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT AND TAX FEES 25,075 0   0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2,500 SHARES CHARLES SCHWAB 29,275 29,275
    10,000 SHARES FORD MOTOR CO 18,800 18,800
    2,500 SHARES JP MOGAN CHASE 81,100 81,100
    204 SHARES FACEBOOK 36,046 36,046
    296 SHARES FACEBOOK 49,992 49,992
    1,000 SHARES FACEBOOK 126,554 126,554
    UNREALIZED GAIN (LOSS) - SECURITIES 2,523,269 2,523,269
    100 SHARES AMAZON 170,273 170,273
    1,750 SHARES GOLDMAN SACHS 252,665 252,665
    1,000 SHARES MASTERCARD 229,062 229,062
    10,000 SHARES WEYERHAUSER 181,070 181,070
    10,000 SHARES YELP 153,100 153,100
    1,000 SHARES JP MORGAN CHASE 95,235 95,235
    3,000 SHARES WELLS FARGO 98,429 98,429
    5,000 SHARES WELLS FARGO 166,384 166,384
    5,000 SHARES WELLS FARGO 146,550 146,550
    9,050 SHARES WELLS FARGO 252,013 252,013
    25,000 SHARES CREDIT SUISSE 269,133 269,133
    25,000 SHARES CREDIT SUISSE 274,125 274,125

    TY 2021 InvestmentsOtherSchedule2
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LOAN TO SAMAHA/BRAIDI AT COST 510,526 510,526
    INVESTMENT IN CIVANA CAREFREE, LLC.-FMV EST. AT COST AT COST 1,119,658 1,119,658
    INVESTMENT IN DOMUS US LLC-FMV EST. AT COST AT COST 1,500,000 1,500,000
    INVESTMENT IN CERTIFICATE OF DEPOSITS AT COST 1,917,466 1,917,466
    INVESTMENT IN SILVER BULLION (100K OZ.) AT COST 3,742,150 3,742,150
    UNREALIZED GAIN (LOSS) - METALS AT COST 1,779,850 1,779,850
    INVESTMENT IN METALS AT COST 54,000 54,000
    INVESTMENT IN TEMPO FAMILY AT COST 2,050,000 2,050,000

    TY 2021 LegalFeesSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES RELATED TO LAWSUIT & APPEAL RE. RIGHTS UNDER DONATED CONTRACT 7,867 0   724


    TY 2021 LoansFromOfficersSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496

    Item No. 1
    Lender's Name AMAG INC
    Lender's Title  
    Original Amount of Loan 1617454
    Balance Due 1617454
    Date of Note 2019-01
    Maturity Date 2028-01
    Repayment Terms PAYMENT DUE AT MATURITY
    Interest Rate 0.000000000000
    Security Provided by Borrower NONE
    Purpose of Loan FOR L.A. SUPERIOR COURT IN LIEU OF AN APPEAL BOND FOR THE AMN JUDGMENT
    Description of Lender Consideration CASH
    Consideration FMV  


    TY 2021 OtherAssetsSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE ON LOAN INVESTMENT 8,897 3,428 3,035
    JUDGMENT APPEAL DEPOSIT 1,617,454 1,617,454 1,617,454


    TY 2021 OtherDecreasesSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Description Amount
    UNREALIZED GAIN (LOSS) - METALS - CURRENT YEAR NET CHANGE 598,000


    TY 2021 OtherExpensesSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 18,918 0   18,918
    BANK CHARGES 390 0   0
    BOOKS, MAGAZINES & NEWSPAPERS 2,974 0   2,974
    COMPUTER EXPENSES 8,545 0   0
    INSURANCE 6,224 0   0
    POSTAGE AND COURIER 439 0   0
    NONPARTISAN RESEARCH PROJECTS 9,730 0   9,730
    DUES & MEMBERSHIPS 1,194 0   0
    PATENT INFRINGEMENT LITIGATION 1,419,664 1,419,664   0


    TY 2021 OtherIncomeSchedule2
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP DISTRIBUTION-INCOME FOR BOOKS NOT TAX-SEE FORM 990-T 1,222,486 0 1,222,486


    TY 2021 OtherIncreasesSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Description Amount
    UNREALIZED GAIN (LOSS) - SECURITIES - CURRENT YEAR NET CHANGE 704,794


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 85,179 0   57,578


    TY 2021 TaxesSchedule
    Name:
    A-MARK FOUNDATION
    EIN:
    95-4621496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL RRF-1 FILING FEE 150 0   0
    CA FORM 199 ANNUAL FEE 75 0   0
    BUSINESS LICENSE 117 0   0
    FEDERAL TAX 53,959 0   0
    WITHHOLDING TAX 412 0   0