Form990-PF
Click to see attachment
Click to see attachmentClick 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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE STANLEY & JOYCE
BLACK FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)9665 WILSHIRE BLVD 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEVERLY HILLS, CA90212
A Employer identification number

95-4259961
B Telephone number (see instructions)

(310) 278-5333
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$41,717,055
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 125,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 852,927 801,138  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,093,950
b Gross sales price for all assets on line 6a 14,454,527
7 Capital gain net income (from Part IV, line 2)... 2,135,817
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)....... 24,125 0  
12 Total. Add lines 1 through 11........ 3,096,002 2,936,955  
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)......... 10,254 0   10,254
b Accounting fees (attach schedule)....... 131,480 71,090   60,390
c Other professional fees (attach schedule).... 692,434 309,668   382,766
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 24,131 2,730   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,847 0   4,847
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 863,146 383,488   458,257
25 Contributions, gifts, grants paid....... 3,468,163 3,468,163
26 Total expenses and disbursements. Add lines 24 and 25 4,331,309 383,488   3,926,420
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,235,307
b Net investment income (if negative, enter -0-) 2,553,467
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............. 1,884,719 1,198,711 1,198,711
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet28,577
Less: allowance for doubtful accounts bullet     28,577 28,577
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)..... 38,950 69,100 69,100
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..........   124,769 124,769
10a Investments—U.S. and state government obligations (attach schedule) 679,388 Click to see attachment487,088 495,375
b Investments—corporate stock (attach schedule)....... 11,135,006 Click to see attachment11,322,864 16,029,847
c Investments—corporate bonds (attach schedule)....... 8,023,931 Click to see attachment7,298,326 7,239,845
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 15,484,795 Click to see attachment15,478,461 16,530,831
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,246,789 36,007,896 41,717,055
Liabilities 17 Accounts payable and accrued expenses..........   17,500
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 attachment0 Click to see attachment70,883
23 Total liabilities (add lines 17 through 22)......... 0 88,383
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 37,246,789 35,919,513
29 Total net assets or fund balances (see instructions)..... 37,246,789 35,919,513
30 Total liabilities and net assets/fund balances (see instructions). 37,246,789 36,007,896
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
37,246,789
2
Enter amount from Part I, line 27a .....................
2
-1,235,307
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
36,011,482
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
91,969
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
35,919,513
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 PUBLICLY TRADED SECURITIES   2021-01-01 2021-12-31
b PUBLICLY TRADED SECURITIES   2020-12-31 2021-12-31
c CAPITAL GAINS DIVIDENDS P    
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 8,003,168   7,431,597 571,571
b 5,245,874   4,887,113 358,761
c 1,205,485     1,205,485
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       571,571
b       358,761
c       1,205,485
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 2,135,817
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 35,493
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 35,493
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 18,863
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 18,863
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 16,630
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 2022 estimated taxBullet   RefundedBullet 11  
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 changesClick to see attachment....
3
Yes
 
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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part 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
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletBLACK EQUITIES Telephone no.bullet (310) 278-5333

    Located atbullet9665 WILSHIRE BLVD 200BEVERLY HILLSCA ZIP+4bullet90212
    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)
     
    No
    (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)
     
    No
    (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
     
    No
    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
     
     
    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
    JACK BLACK DIRECTOR
    0.00
    0 0 0
    9665 WILSHIRE BLVD 200
    BEVERLY HILLS,CA90212
    JANIS BLACK WARNER DIRECTOR
    0.00
    0 0 0
    9665 WILSHIRE BLVD 200
    BEVERLY HILLS,CA90212
    JASON GOLDMAN DIRECTOR
    0.00
    0 0 0
    9665 WILSHIRE BLVD 200
    BEVERLY HILLS,CA90212
    JILL BLACK ZALBEN DIRECTOR
    0.00
    0 0 0
    9665 WILSHIRE BLVD 200
    BEVERLY HILLS,CA90212
    ZACHARY ZALBEN DIRECTOR, PRESIDENT
    0.00
    0 0 0
    9665 WILSHIRE BLVD 200
    BEVERLY HILLS,CA90212
    BERNHARD PUNZET CHIEF FINANCIAL OFFICER
    0.00
    0 0 0
    9665 WILSHIRE BLVD 200
    BEVERLY HILLS,CA90212
    DANNY FISK SECRETARY
    0.00
    0 0 0
    9665 WILSHIRE BLVD 200
    BEVERLY HILLS,CA90212
    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
    BLACK EQUITIES LLC MANAGEMENT SERVICES 659,309
    9665 WILSHIRE BLVD 200
    BEVERLY HILLS,CA90212
    WEDBUSH SECURITIES INVESTMENT SERVICES 157,894
    1000 WILSHIRE BLVD
    LOS ANGELES,CA90017
    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  
    2  
    3  
    4  
    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
    40,912,873
    b
    Average of monthly cash balances.......................
    1b
    1,303,150
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    42,216,023
    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
    42,216,023
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    633,240
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    41,582,783
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,079,139
    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
    2,079,139
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    35,493
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    35,493
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,043,646
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,043,646
    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
    2,043,646
    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 2,043,646
    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...... 1,313,066
    b From 2017...... 816,166
    c From 2018...... 1,368,415
    d From 2019...... 2,230,762
    e From 2020...... 3,835,538
    f Total of lines 3a through e ........ 9,563,947
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,926,420
    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..... 2,043,646
    e Remaining amount distributed out of corpus 1,882,774
    5 Excess distributions carryover applied to 2021. 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 11,446,721
    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 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    1,313,066
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    10,133,655
    10 Analysis of line 9:
    a Excess from 2017.... 816,166
    b Excess from 2018.... 1,368,415
    c Excess from 2019.... 2,230,762
    d Excess from 2020.... 3,835,538
    e Excess from 2021.... 1,882,774
    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).)
    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
    AIRPORT MARINA COUNSELING SERVICE
    7891 LA TIJERA BLVD
    LOS ANGELES,CA90045
    N/A PC TO SUPPORT PROVIDING AFFORDABLE, COMMUNITY-BASED MENTAL HEALTH SERVICES AND TO TRAIN MENTAL HELP THERAPISTS. 5,000
    AMER FRIENDS OF SHEBA MEDICAL CENTER
    6505 WILSHIRE BLVD 615
    LOS ANGELES,CA90048
    N/A PC TO SUPPORT SHEBA MEDICAL CENTER TREAT MILLIONS OF PATIENTS, SAVES LIVES AND AIDS ISRAEL FROM ITS FIRST STEPS, TO THIS DAY, AND INTO THE FUTURE. 10,000
    AMERICAN FRIENDS OF GALILEE MED CENTER
    PO BOX 7890856
    PHILADELPHIA,PA191789856
    N/A PC TO SUPPORT AND PROMOTE THE HOSPITAL BY BROADENING ITS CAPABILITY TO PROVIDE THE HIGHEST QUALITY OF MEDICAL CARE AND OTHER SERVICES TO OVER 600,000 RESIDENTS LIVING ALONG ISRAEL'S NORTHERN BORDER. 50,000
    AMERICAN FRIENDS OF ISRAEL ELWYN
    C/O GB LAW LLP
    ENCINO,CA91436
    N/A PC TO SUPPORT, DEVELOP, AND PROVIDE A WIDE ARRAY OF SUPPORTS, MEANS OF ACCESSIBILITY AND TOOLS FOR PEOPLE WITH DISABILITIES, WHILE CONSTANTLY STRIVING FOR EXCELLENCE OF SERVICE AND THE CREATION OF A JUST SOCIETY. 20,000
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    20 WEST 36TH STREET 11TH FL
    NEW YORK,NY10018
    N/A PC TO SUPPORT ISRAEL'S NATIONAL EMERGENCY RESPONSE, BLOOD SERVICES, AND DISASTER RELIEF ORGANIZATION. 55,000
    AMERICAN FRIENDS OF WORLD'S JEWISH MUSEUM
    5806 REEFTON COURT
    CALABASAS,CA91302
    N/A PC TO SUPPORT CREATING A WORLD-SCALE MUSEUM, CULTURAL AND ENTERTAINMENT CENTER BY MAY 2023, THE 75TH ANNIVERSARY OF ISRAELS INDEPENDENCE. ONE THAT WILL ATTEST TO THE SIGNIFICANCE OF OUTSTANDING JEWISH CONTRIBUTIONS AND HOW THEY HAVE SHAPED THE PATH OF HUMANKIND. 100,000
    AMERICAN JEWISH UNIVERSITY
    15600 MULHOLLAND DRIVE
    LOS ANGELES,CA90077
    N/A PC TO SUPPORT THE UNIVERSITIES RESOURCES AND TALENT BUILT UPON THE CORE VALUES OF JEWISH LEARNING, CULTURE, ETHICS, LEADERSHIP AND PEOPLEHOOD. 5,000
    AMERICAN JEWISH UNIVERSITY
    15600 MULHOLLAND DRIVE
    LOS ANGELES,CA90077
    N/A PC TO SUPPORT THE UNIVERSITIES RESOURCES AND TALENT BUILT UPON THE CORE VALUES OF JEWISH LEARNING, CULTURE, ETHICS, LEADERSHIP AND PEOPLEHOOD. 25,000
    AMERICAN UNIVERSITY
    PO BOX 96609 NW
    WASHINGTON,DC200777992
    N/A PC TO SUPPORT THE ADVANCEMENT OF KNOWLEDGE, FOSTER INTELLECTUAL CURIOSITY, BUILD COMMUNITY, AND EMPOWER LIVES OF PURPOSE, SERVICE AND LEADERSHIP. 25,000
    ART REALITY STUDIO
    4633 EAGLE ROCK BLVD
    EAGLE ROCK,CA90041
    N/A PC TO SUPPORT ARS PROVIDING TECHNOLOGY AND RESOURCES TO ARTISTS WHOSE INTEREST ALIGNS WITH THESE NEW MEDIUMS, ALLOWING THEM TO DEVELOP AN ALTERNATIVE AND COMPLIMENTARY MEANS OF EXPRESSION TO THEIR EXISTING PRACTICE. 2,000
    ART REALITY STUDIO
    4633 EAGLE ROCK BLVD
    EAGLE ROCK,CA90041
    N/A PC TO SUPPORT ARS PROVIDING TECHNOLOGY AND RESOURCES TO ARTISTS WHOSE INTEREST ALIGNS WITH THESE NEW MEDIUMS, ALLOWING THEM TO DEVELOP AN ALTERNATIVE AND COMPLIMENTARY MEANS OF EXPRESSION TO THEIR EXISTING PRACTICE. 2,000
    AVA'S HEART
    9461 CHARLEVILLE BLVD
    BEVERLY HILLS,CA90212
    N/A PC TO SUPPORT "AVA'S HOUSE," THE NEW HOUSE THAT PROVIDES MANDATORY THREE-MONTHS POST-TRANSPLANT HOUSING AT NO COST. 5,000
    BAR-ILAN UNIVERSITY
    8730 WILSHIRE BLVD 550
    BEVERLY HILLS,CA90211
    N/A PC TO SUPPORT JEWISH TRADITION WITH MODERN TECHNOLOGIES AND SCHOLARSHIP AND THE UNIVERSITY ENDEAVORS TO TEACH THE JEWISH HERITAGE TO ALL ITS STUDENTS WHILE PROVIDING AN ACADEMIC EDUCATION. 500
    BEIT T' SHUVAH
    8831 VENICE BLVD
    LOS ANGELES,CA90034
    N/A PC TO SUPPORT AND HEAL BROKEN SOULS AND SAVE THE LIVES OF THOSE WRESTLING WITH ADDICTION BY PROVIDING INTEGRATED CARE IN A COMMUNITY SETTING. 10,000
    BEIT T' SHUVAH
    8831 VENICE BLVD
    LOS ANGELES,CA90034
    N/A PC TO SUPPORT AND HEAL BROKEN SOULS AND SAVE THE LIVES OF THOSE WRESTLING WITH ADDICTION BY PROVIDING INTEGRATED CARE IN A COMMUNITY SETTING. 25,000
    BEVERLY HILLS FIREFIGHTERS' ASSOCIATION
    PO BOX 1720
    BEVERLY HILLS,CA902131720
    N/A PC TO SUPPORT THE BEVERLY HILLS FIREFIGHTERS' ASSOCIATION, WHICH IS COMMITTED TO BEING A POSITIVE FORCE IN THE COMMUNITY THEY PROUDLY SERVE. THEY TAKE PRIDE IN MAKING A DIFFERENCE TO THE RESIDENTS AND VISITORS OF BEVERLY HILLS, BOTH ON AND OFF DUTY. 2,500
    BEVERLY HILLS POLICE FOUNDATION
    464 N REXFORD DRIVE
    BEVERLY HILLS,CA90210
    N/A PC TO SUPPORT PROVIDING RELIEF FUNDS TO THE EMPLOYEES AND FAMILIES OF THE BEVERLY HILLS POLICE DEPARTMENT IN THE EVENT OF DEATH, SERIOUS INJURY, CRITICAL ILLNESS OR WHEN NEED ARISES FROM ANY OTHER CATASTROPHIC CIRCUMSTANCES. 5,000
    BIRTHRIGHT ISRAEL FOUNDATION
    711 THIRD AVE 10TH FL
    NEW YORK,NY10017
    N/A PC TO SUPPORT PROVIDING THE GIFT OF A LIFE-CHANGING TRIP TO ISRAEL TO JEWISH YOUNG ADULTS WITH THE GOAL OF SECURING AND TRANSFORMING THE JEWISH FUTURE. 18,000
    BODY TRAFFIC
    1171 S ROBERTSON BLVD STE 193
    LOS ANGELES,CA900351403
    N/A PC TO SUPPORT USING THE CREATIVE SPIRIT OF THEIR LOS ANGELES HOME TO FULFILL ITS MISSION OF DELIVERING PERFORMANCES THAT INSPIRE AUDIENCES SIMPLY TO LOVE DANCE. 10,000
    BRENT SHAPIRO FOUNDATION
    10250 CONSTELLATION BLVD
    LOS ANGELES,CA90067
    N/A PC TO SUPPORT TO OVERCOMING ALCOHOL AND DRUG DEPENDENCE BY TURNING THE FEAR, GRIEF AND HELPLESSNESS CAUSED FROM THIS DISEASE INTO AWARENESS, COMPASSION AND SUPPORT. 2,000
    BRINGING HOPE TO THE FAMILY
    1223 WILSHIRE BLVD 115
    SANTA MONICA,CA904055400
    N/A PC TO SUPPORT PROVIDING CARE AND SUPPORT TO ORPHANS AND DISPLACED FAMILIES, RESTORING HOPE AND IMPROVING THE QUALITY OF LIFE IN COMMUNITIES AFFECTED BY HIV AND AIDS, POVERTY AND TRAGEDIES. 1,000
    CEDARS-SINAI
    1801 W OLYMPIC BLVD
    PASADENA,CA911991227
    N/A PC TO SUPPORT AN INDEPENDENT HEALTHCARE ORGANIZATION COMMITTED TO IMPROVING THE HEALTH STATUS OF THE COMMUNITIES THEY SERVE THROUGH LEADERSHIP AND EXCELLENCE IN DELIVERING QUALITY HEALTHCARE SERVICES, EXPANDING THE HORIZONS OF MEDICAL KNOWLEDGE THROUGH BIOMEDICAL RESEARCH, EDUCATING AND TRAINING PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS, AND IMPROVING THE HEALTH STATUS OF THE COMMUNITY. 25,000
    CEDARS-SINAI
    1801 W OLYMPIC BLVD
    PASADENA,CA911991227
    N/A PC TO SUPPORT AN INDEPENDENT HEALTHCARE ORGANIZATION COMMITTED TO IMPROVING THE HEALTH STATUS OF THE COMMUNITIES THEY SERVE THROUGH LEADERSHIP AND EXCELLENCE IN DELIVERING QUALITY HEALTHCARE SERVICES, EXPANDING THE HORIZONS OF MEDICAL KNOWLEDGE THROUGH BIOMEDICAL RESEARCH, EDUCATING AND TRAINING PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS, AND IMPROVING THE HEALTH STATUS OF THE COMMUNITY. 10,000
    CHABAD OF CALIFORNIA
    741 GAYLEY AVE
    LOS ANGELES,CA90024
    N/A PC TO SUPPORT A COMMUNITY BASED NONPROFIT ORGANIZATION WHOSE EFFORTS ARE ROOTED IN TRADITIONAL JEWISH VALUES WHOSE MISSION IS TO NURTURE THE SPECIAL RELATIONSHIP THAT EVERY HUMAN BEING HAS WITH GOD AND TO PROVIDE THEM WITH EVERYTHING NEEDED FOR THAT RELATIONSHIP TO BLOSSOM. 10,000
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BLVD 29
    LOS ANGELES,CA90027
    N/A PC TO SUPPORT THE PEDIATRIC HOSPITAL. 200,000
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BLVD 29
    LOS ANGELES,CA90027
    N/A PC TO SUPPORT THE PEDIATRIC HOSPITAL. 200,000
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BLVD 29
    LOS ANGELES,CA90027
    N/A PC TO SUPPORT THE PEDIATRIC HOSPITAL. 200,000
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BLVD 29
    LOS ANGELES,CA90027
    N/A PC TO SUPPORT THE PEDIATRIC HOSPITAL. 200,000
    CHP 11-99 FOUNDATION
    3188-C AIRWAY AVE
    COSTA MESA,CA92626
    N/A PC TO SUPPORT PROVIDING EMERGENCY BENEFITS AND ASSISTANCE TO CHP EMPLOYEES AND THEIR FAMILIES AND SCHOLARSHIPS TO THEIR CHILDREN. THE GRANT IS TO SUPPORT EDUCATIONAL SCHOLARSHIPS AND EMERGENCY SUPPORT. 5,000
    CITY OF HOPE
    1500 EAST DUARTE ROAD
    DUARTE,CA91010
    N/A PC TO SUPPORT THE CITY OF HOPE IN TRANSFORMING THE FUTURE OF HEALTH THROUGH EXQUISITE CARE, INNOVATIVE RESEARCH AND VITAL EDUCATION, FOCUSED ON ELIMINATING CANCER AND DIABETES. 5,000
    CITY OF HOPE
    1500 EAST DUARTE ROAD
    DUARTE,CA91010
    N/A PC TO SUPPORT THE CITY OF HOPE IN TRANSFORMING THE FUTURE OF HEALTH THROUGH EXQUISITE CARE, INNOVATIVE RESEARCH AND VITAL EDUCATION, FOCUSED ON ELIMINATING CANCER AND DIABETES. 5,000
    CONCERN FOUNDATION
    11111 WEST OLYMPIC BLVD
    LOS ANGELES,CA90064
    N/A PC TO SUPPORT AND PROVIDE CRITICAL FUNDING TO POST-DOCTORAL CANCER RESEARCHERS FOCUSED PRIMARILY ON CANCER GENETICS, CELL BIOLOGY, AND IMMUNOLOGY FOR ALL FORMS OF CANCER PREVENTION AND TREATMENT. 6,000
    CONGA KIDS
    5858 WILSHIRE BLVD STE 301
    LOS ANGELES,CA90036
    N/A PC TO SUPPORT AND PROMOTE SOCIAL AND EMOTIONAL WELLNESS THROUGH SOCIAL DANCE. 25,000
    DAVID LYNCH FOUNDATION
    621 SOUTH HIGHLAND
    LOS ANGELES,CA90036
    N/A PC TO SUPPORT PREVENTION AND ERADICATION OF THE EPIDEMIC OF TRAUMA AND TOXIC STRESS AMONG AT-RISK POPULATIONS THROUGH PROMOTING WIDESPREAD IMPLEMENTATION OF THE TRANSCENDENTAL MEDITATION PROGRAM IN ORDER TO IMPROVE THEIR HEALTH, COGNITIVE CAPABILITIES, AND PERFORMANCE IN LIFE. 2,500
    DAVID LYNCH FOUNDATION
    228 E 45TH STREET 15TH FL
    NEW YORK,NY10017
    N/A PC TO SUPPORT PREVENTION AND ERADICATION OF THE EPIDEMIC OF TRAUMA AND TOXIC STRESS AMONG AT-RISK POPULATIONS THROUGH PROMOTING WIDESPREAD IMPLEMENTATION OF THE TRANSCENDENTAL MEDITATION PROGRAM IN ORDER TO IMPROVE THEIR HEALTH, COGNITIVE CAPABILITIES, AND PERFORMANCE IN LIFE. 50,000
    DAVID LYNCH FOUNDATION
    228 EAST 45TH STREET 15TH FL
    NEW YORK,NY10017
    N/A PC TO SUPPORT PREVENTION AND ERADICATION OF THE EPIDEMIC OF TRAUMA AND TOXIC STRESS AMONG AT-RISK POPULATIONS THROUGH PROMOTING WIDESPREAD IMPLEMENTATION OF THE TRANSCENDENTAL MEDITATION PROGRAM IN ORDER TO IMPROVE THEIR HEALTH, COGNITIVE CAPABILITIES, AND PERFORMANCE IN LIFE. 50,000
    DAVID LYNCH FOUNDATION
    228 EAST 45TH STREET 15TH FL
    NEW YORK,NY10017
    N/A PC TO SUPPORT PREVENTION AND ERADICATION OF THE EPIDEMIC OF TRAUMA AND TOXIC STRESS AMONG AT-RISK POPULATIONS THROUGH PROMOTING WIDESPREAD IMPLEMENTATION OF THE TRANSCENDENTAL MEDITATION PROGRAM IN ORDER TO IMPROVE THEIR HEALTH, COGNITIVE CAPABILITIES, AND PERFORMANCE IN LIFE. 30,000
    DEBBIE ALLEN DANCE ACADEMY
    3791 SANTA ROSALIA DR
    LOS ANGELES,CA90008
    N/A PC TO SUPPORT EXPANDING THE REACH OF DANCE AND THEATER ARTS WITH THE HOPE OF ENRICHING, INSPIRING, AND TRANSFORMING THE LIVES OF PEOPLE ACROSS THE NATION. 10,000
    EARTH HOUSE
    521 CANAL RD
    SOMERSET,NJ08873
    N/A PC TO SUPPORT THE RESIDENTIAL TREATMENT CENTER FOR THOSE SUFFERING FROM MAJOR MENTAL DISORDERS SUCH AS SCHIZOPHRENIA AND BIPOLAR DISORDER. 10,000
    EDWARD CHARLES FOUNDATION
    269 S BEVERLY DR 338
    BEVERLY HILLS,CA90212
    N/A PC TO SUPPORT CHILDREN'S MENTAL WELLNESS. 60,000
    FRIENDS OF ELNET
    641 LEXINGTON AVE
    NEW YORK,NY10022
    N/A PC TO SUPPORT ELNET WHICH BRINGS TOGETHER LEADERS WHO BELIEVE IN THE IMPORTANCE OF CLOSE RELATIONS BETWEEN EUROPE AND ISRAEL, BASED ON SHARED DEMOCRATIC VALUES AND COMMON INTEREST. 25,000
    FRIENDS OF ISRAEL DEFENSE FORCES
    6505 WILSHIRE BLVD 625
    LOS ANGELES,CA90048
    N/A PC TO SUPPORT EDUCATIONAL, CULTURAL, RECREATIONAL, AND SOCIAL SERVICE PROGRAMS AND FACILITIES THAT PROVIDE HOPE, PURPOSE, AND LIFE-CHANGING SUPPORT FOR THE SOLDIERS WHO PROTECT ISRAEL AND JEWS WORLDWIDE. 25,000
    FRIENDS OF JEWISH COMM OF ST PETERSBURG
    1491 UNION STREET
    BROOKLYN,NY11213
    N/A PC TO SUPPORT THE PILOT EDUCATION PROGRAM. 5,000
    FRIENDS OF JEWISH COMM OF ST PETERSBURG
    1491 UNION STREET
    BROOKLYN,NY11213
    N/A PC TO SUPPORT THE UPGRADE OF THE MENACHEM SCHOOL'S IT INFRASTRUCTURE. 5,000
    FROST MIDDLE SCHOOL PTSA
    12314 BRADFORD PL
    GRANADA HILLS,CA91344
    N/A PC TO SUPPORT EDUCATION FUNDING TO GO TOWARDS THE INSTRUMENTAL MUSIC PROGRAM. 750
    HILLEL AT UCLA
    574 HILGARD AVE
    LOS ANGELES,CA90024
    N/A PC TO SUPPORT THE HOME AWAY FROM HOME AT UCLA FOR ALL JEWISH STUDENTS TO BUILD THEIR IDENTITIES THROUGH JEWISH LIFE, LEARNING, AND ISRAEL. 10,000
    HOLLYWOOD BOWL
    PO BOX 1951
    LOS ANGELES,CA90078
    N/A PC TO SUPPORT PERFORMANCES, PRESENTATIONS, AND PROMOTE MUSIC IN ITS MANY VARIED FORMS AT THE HIGHEST LEVEL OF EXCELLENCE TO A LARGE AND DIVERSE AUDIENCE. 1,413
    HOLLYWOOD CHAMBER COMMUNITY FOUNDATION
    6255 SUNSET BLVD
    HOLLYWOOD,CA90028
    N/A PC TO SUPPORT MOBILIZING OUR COMMUNITY TO ENRICH CULTURAL, SOCIAL AND CIVIC LIFE IN HOLLYWOOD. 700
    HOLOCAUST MUSEUM LA
    100 THE GROVE DRIVE
    LOS ANGELES,CA90036
    N/A PC TO SUPPORT COMMEMORATING THOSE WHO PERISHED, HONOR SURVIVORS, EDUCATE ABOUT THE HOLOCAUST, AND INSPIRE A MORE DIGNIFIED, HUMANE WORLD. 250,000
    HOLOCAUST MUSEUM LA
    101 THE GROVE DRIVE
    LOS ANGELES,CA90036
    N/A PC TO SUPPORT COMMEMORATING THOSE WHO PERISHED, HONOR SURVIVORS, EDUCATE ABOUT THE HOLOCAUST, AND INSPIRE A MORE DIGNIFIED, HUMANE WORLD. 250,000
    IAN'S FRIENDS FOUNDATION
    855 MARSEILLES DRIVE
    ATLANTA,GA30327
    N/A PC TO SUPPORT THE INNOVATIVE RESEARCH THAT WILL LEAD TO LIFE-SAVING TREATMENTS AND CURES FOR PEDIATRIC BRAIN TUMORS. 10,000
    ISRAEL AIR FORCE CENTER FOUNDATION
    4089 GENOA DRIVE
    LAS VEGAS,NV89141
    N/A PC TO SUPPORT EDUCATING ISRAELI YOUTH ABOUT SOCIAL RESPONSIBILITY, LOYALTY TO THE STATE OF ISRAEL, AND APPRECIATION FOR THE HERITAGE OF THE ISRAEL AIR FORCE. 75,000
    ISRAEL CANCER RESEARCH FUND
    52 VANDERBILT AVE STE 1510
    NEW YORK,NY100179800
    N/A PC TO SUPPORT THE BEST AND BRIGHTEST SCIENTISTS CONDUCTING GROUNDBREAKING CANCER RESEARCH IN ISRAEL. 75,000
    ISRAEL GUIDE DOG CENTER FOR THE BLIND
    968 EASTON ROAD SUITE H
    WARRINGTON,PA18976
    N/A PC TO SUPPORT IMPROVING THE QUALITY OF LIFE OF BLIND PEOPLE BY PROVIDING THEM WITH SAFE MOBILITY, INDEPENDENCE, AND SELF-CONFIDENCE THROUGH THE FAITHFUL ASSISTANCE OF GUIDE DOGS. 35,000
    JEWISH BIG BROTHERS BIG SISTERS
    11150 W OLYMPIC BLVD
    LOS ANGELES,CA90064
    N/A PC TO SUPPORT JBBBSLA RUNNING COMMUNITY-BASED MENTORING PROGRAMS, OFFERING COLLEGE SCHOLARSHIPS, AND MORE. HELPING YOUTH ACHIEVE THEIR FULL POTENTIAL THROUGH INNOVATIVE, IMPACTFUL PROGRAMS. 10,000
    JEWISH HEALING AND HOSPICE CENTER OF LA
    10573 W PICO BLVD STE 850
    LOS ANGELES,CA90064
    N/A PC TO PROVIDE COMPASSIONATE CARE FOR THOSE INDIVIDUALS AFFECTED BY SERIOUS ILLNESS AND OTHER LIFE CRISIS THROUGH A MULTIFACETED APPROACH TO HEALING, BASED ON THE WISDOM OF THE JEWISH TRADITION. WE SERVE THE ENTIRE COMMUNITY, REGARDLESS OF RELIGIOUS AFFILIATION, FAITH, OR LACK THEREOF. 10,000
    JEWISH NATIONAL FUND
    PO BOX 372050
    RESEDA,CA91335
    N/A PC TO SUPPORT GIVING ALL GENERATIONS OF JEWS A UNIQUE VOICE IN BUILDING A PROSPEROUS FUTURE FOR THE LAND OF ISRAEL AND ITS PEOPLE. 10,000
    JVS SOCAL
    6505 WILSHIRE BLVD
    LOS ANGELES,CA90048
    N/A PC TO SUPPORT AND EMPOWER INDIVIDUALS TO ACHIEVE DIGNITY AND ECONOMIC INDEPENDENCE THROUGH SUSTAINABLE EMPLOYMENT. 2,500
    JVS SOCAL
    6505 WILSHIRE BLVD
    LOS ANGELES,CA90048
    N/A PC TO SUPPORT AND EMPOWER INDIVIDUALS TO ACHIEVE DIGNITY AND ECONOMIC INDEPENDENCE THROUGH SUSTAINABLE EMPLOYMENT. 1,000
    KRANZBERG ARTS FOUNDATION
    3225 LOCUST ST STE 401
    ST LOUIS,MO63103
    N/A PC TO SUPPORT THE DEVELOPMENT OF ARTISTIC VENUES, STUDIOS AND WORKSPACES, SHORT AND LONG-TERM RESIDENCES, AND COMMUNITY BASED PROGRAMMING. THE KRANZBERG ARTS FOUNDATION PROVIDES ESSENTIAL INFRASTRUCTURE FOR THE ARTS TO THRIVE IN THE ST. LOUIS REGION. 5,000
    LACMA
    5909 WILSHIRE BLVD
    LOS ANGELES,CA90036
    N/A PC TO SUPPORT SERVING THE PUBLIC THROUGH THE COLLECTION, CONSERVATION, EXHIBITION, AND INTERPRETATION OF SIGNIFICANT WORKS OF ART FROM A BROAD RANGE OF CULTURES AND HISTORICAL PERIODS, AND THROUGH THE TRANSLATION OF THESE COLLECTIONS INTO MEANINGFUL EDUCATIONAL, AESTHETIC, INTELLECTUAL, AND CULTURAL EXPERIENCES FOR THE WIDEST ARRAY OF AUDIENCES WITH THE OBAMA PORTRAITS TOUR & BLACK AMERICAN PORTRAIT EXHIBITION. 5,000
    LOS ANGELES NEIGHBORHOOD LAND TRUST
    1541 WILSHIRE BLVD
    LOS ANGELES,CA90017
    N/A PC TO SUPPORT CONTRIBUTING TO THE QUALITY AND WELL-BEING OF OUR NEIGHBORHOODS THROUGH THE DEVELOPMENT OF PARKS, GARDENS, AND COMMUNITY-DRIVEN ORGANIZING. 5,000
    LOS ANGELES PHILHARMONIC
    151 S GRAND AVE
    LOS ANGELES,CA90012
    N/A PC TO SUPPORT THE PERFORMANCE, PRESENTATION, AND PROMOTION OF MUSIC IN ITS MANY VARIED FORMS AT THE HIGHEST LEVEL OF EXCELLENCE TO A LARGE AND DIVERSE AUDIENCE. 12,500
    LOS ANGELES PHILHARMONIC
    151 S GRAND AVE
    LOS ANGELES,CA90012
    N/A PC TO SUPPORT THE PERFORMANCE, PRESENTATION, AND PROMOTION OF MUSIC IN ITS MANY VARIED FORMS AT THE HIGHEST LEVEL OF EXCELLENCE TO A LARGE AND DIVERSE AUDIENCE. 25,000
    LOS ANGELES REGIONAL FOOD BANK
    1734 EAST 41ST STREET
    LOS ANGELES,CA90058
    N/A PC TO SUPPORT MOBILIZING RESOURCES TO FIGHT HUNGER IN OUR COMMUNITY. 500
    MAR VISTA FAMILY CENTER
    5075 S SLAUSON AVE
    CULVER CITY,CA90230
    N/A PC TO SUPPORT LOW-INCOME FAMILIES WITH QUALITY EARLY CHILDHOOD EDUCATION, YOUTH ENRICHMENT, AND EDUCATIONAL TOOLS TO CREATE POSITIVE CHANGE IN THEIR LIVES AND THEIR COMMUNITY. 10,000
    MIRACLE BABIES
    8745 AERO DR 308
    SAN DIEGO,CA92123
    N/A PC TO SUPPORT PERINATAL MOTHERS AND THEIR FAMILIES DURING THEIR TIME OF NEED BY PROVIDING TRANSPORTATION, MENTAL HEALTH ASSISTANCE, AND SUPPORTIVE SERVICES. 10,000
    MIRACLE BABIES
    8745 AERO DR 308
    SAN DIEGO,CA92123
    N/A PC TO SUPPORT PERINATAL MOTHERS AND THEIR FAMILIES DURING THEIR TIME OF NEED BY PROVIDING TRANSPORTATION, MENTAL HEALTH ASSISTANCE, AND SUPPORTIVE SERVICES. 10,000
    NAMI WESTSIDE
    921 WESTWOOD BLVD
    LOS ANGELES,CA90024
    N/A PC TO SUPPORT, PROVIDE EDUCATION, AND ADVOCACY TO IMPROVE THE LIVES OF THOSE LIVING WITH MENTAL ILLNESS. 25,000
    NAMI WESTSIDE
    921 WESTWOOD BLVD
    LOS ANGELES,CA90024
    N/A PC TO SUPPORT, PROVIDE EDUCATION, AND ADVOCACY TO IMPROVE THE LIVES OF THOSE LIVING WITH MENTAL ILLNESS. 10,000
    NEW YORK UNIVERSITY
    GALLATIN SCHOOL OF INDIVIDUALIZED
    STUDIES
    NEW YORK,NY10003
    N/A PC TO SUPPORT THE INTERNATIONAL CENTER OF SCHOLARSHIP, TEACHING, AND RESEARCH. 25,000
    OJAI VALLEY SCHOOL
    723 EL PASEO RD
    OJAI,CA93023
    N/A PC TO SUPPORT OJAI VALLEY SCHOOLS PHILOSOPHY WHICH IS CONTAINED IN THE WORDS INTEGER VITAE, MEANING WHOLENESS OF LIFE, SYMMETRY OF LIFE, SOUNDNESS OF LIFE, AND, THEREFORE, POISE AND STRENGTH OF LIFE. TO ACCOMMODATE THE SCHOOL PHILOSOPHY, EVERY EFFORT IS MADE TO CREATE AN ATMOSPHERE FOR STUDENTS AND STAFF THAT IS CONDUCIVE TO LEARNING AND GROWING THROUGH THE FRAMEWORK OF A WARM FAMILY ENVIRONMENT. 50,000
    ONE ARCHIVES FOUNDATION
    7655 W SUNSET BLVD
    LOS ANGELES,CA90046
    N/A PC TO SUPPORT THE COLLECTION, PRESERVATION, AND ACCESSIBILITY OF LGBTQ HISTORICAL MATERIALS WHILE PROMOTING NEW SCHOLARSHIPS AND PUBLIC AWARENESS OF QUEER HISTORIES. 1,000
    PS ARTS
    2947 S SEPULVEDA BLVD
    LOS ANGELES,CA90064
    N/A PC TO SUPPORT ADVANCING EQUITY AND OPPORTUNITY FOR CHILDREN AND YOUTH BY PROVIDING ARTS EDUCATION IN SYSTEMATICALLY UNDER-RESOURCED PUBLIC SCHOOLS AND COMMUNITIES. 10,000
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST HIGHWAY
    MALIBU,CA902634115
    N/A PC TO PROVIDE GENERAL SUPPORT TO PEPPERDINE UNIVERSITY. 3,500
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST HIGHWAY
    MALIBU,CA902634115
    N/A PC TO PROVIDE GENERAL SUPPORT TO PEPPERDINE UNIVERSITY. 50,000
    PROJECT ANGEL FOOD
    922 VINE STREET
    LOS ANGELES,CA90038
    N/A PC TO SUPPORT PREPARING AND DELIVERING HEALTHY MEALS TO FEED PEOPLE IMPACTED BY SERIOUS ILLNESS, BRINGING COMFORT AND HOPE EVERY DAY. 10,000
    PROJECT ANGEL FOOD
    922 VINE STREET
    LOS ANGELES,CA90038
    N/A PC TO SUPPORT PREPARING AND DELIVERING HEALTHY MEALS TO FEED PEOPLE IMPACTED BY SERIOUS ILLNESS, BRINGING COMFORT AND HOPE EVERY DAY. 15,000
    PROJECT ANGEL FOOD
    922 VINE STREET
    LOS ANGELES,CA90038
    N/A PC TO SUPPORT PREPARING AND DELIVERING HEALTHY MEALS TO FEED PEOPLE IMPACTED BY SERIOUS ILLNESS, BRINGING COMFORT AND HOPE EVERY DAY. 10,000
    RACE TO ERASE MS
    1875 CENTURY PARK EAST
    LOS ANGELES,CA90067
    N/A PC TO SUPPORT RESEARCH FOR THE TREATMENT AND ULTIMATE CURE OF MULTIPLE SCLEROSIS. 5,000
    REGENTS OF UNIVERSITY OF CALIFORNIA
    ROOM 7-155 FACTOR BLVD
    LOS ANGELES,CA90095
    N/A PC TO SUPPORT IRA KURTZ'S KIDNEY RESEARCH AT UCLA. 15,000
    RESTORE WORLDWIDE
    435 N ROXBURY DR
    BEVERLY HILLS,CA90210
    N/A PC TO SUPPORT PROVIDING RECONSTRUCTIVE SURGERY TO INDIVIDUALS WITH ACCIDENTAL OR CONGENITAL DEFORMITIES AND EDUCATING LOCAL HEALTHCARE PERSONNEL HOW TO BETTER HANDLE SPECIFIC PATIENT CASES. 10,000
    SAINT SOPHIA CATHEDRAL
    1324 NORMANDIE AVE
    LOS ANGELES,CA90006
    N/A PC TO SUPPORT THE YOUTH MINISTRY THAT DEVELOPS AND NURTURES OUR CHILDREN TO FOLLOW IN THE FOOTSTEPS OF CHRIST BY LEARNING THE FOUNDATIONS OF OUR FAITH AND TO LIVE THEIR LIVES IN INTEGRITY, KINDNESS, AND LOVE. 10,000
    SHELTER PARTNERSHIP
    520 S GRAND AVE
    LOS ANGELES,CA90071
    N/A PC TO SUPPORT COLLABORATIVELY SOLVING HOMELESSNESS IN LOS ANGELES COUNTY THROUGH POLICY ANALYSIS, PROGRAM DESIGN, RESOURCE DEVELOPMENT, AND ADVOCACY IN SUPPORT OF AGENCIES AND LOCAL GOVERNMENTS THAT SERVE THE HOMELESS. 3,500
    SING FOR HOPE
    99 WALL ST 1812
    NEW YORK,NY10005
    N/A PC TO SUPPORT THE ARTS TO CREATE A BETTER WORLD WITH CREATIVE PROGRAMS THAT BRING HOPE, HEALING, AND CONNECTION TO MILLIONS OF PEOPLE IN HOSPITALS, CARE FACILITIES, SCHOOLS, REFUGEE CAMPS, TRANSIT HUBS, AND COMMUNITY SPACES WORLDWIDE. 5,000
    SPECIAL SERVICES FOR GROUPS
    905 E 8TH STREET
    LOS ANGELES,CA90021
    N/A PC TO SUPPORT PROVIDING COMMUNITY-BASED SOLUTIONS TO THE SOCIAL AND ECONOMIC ISSUES FACING THOSE IN GREATEST NEED. 10,000
    ST JOSEPH'S FOUNDATION
    350 W THOMAS ROAD STE 250
    PHOENIX,AZ85013
    N/A PC TO SUPPORT THE MOMOBILE WHICH ADDRESSES THE GROWING NEED FOR PRENATAL CARE ACROSS THE VALLEY. THE MOMOBILE IS A TRAILER THAT'S BEEN RENOVATED TO INCLUDE EXAM ROOMS AND ULTRASOUND EQUIPMENT TO BRING PROFESSIONAL PRENATAL CARE TO MOMS-TO-BE WHO MIGHT OTHERWISE NEVER RECEIVE MEDICAL ATTENTION DURING THEIR PREGNANCIES. 25,000
    TEMPLE OF THE ARTS
    8440 WILSHIRE BLVD
    BEVERLY HILLS,CA90211
    N/A PC TO SUPPORT JUDAISM THROUGH MUSIC, ART, DRAMA AND FILM. 10,000
    TEMPLE OF THE ARTS
    8440 WILSHIRE BLVD 2ND FL
    BEVERLY HILLS,CA90211
    N/A PC TO SUPPORT JUDAISM THROUGH MUSIC, ART, DRAMA AND FILM. 50,000
    TEMPLE OF THE ARTS
    8440 WILSHIRE BLVD 2ND FL
    BEVERLY HILLS,CA90211
    N/A PC TO SUPPORT JUDAISM THROUGH MUSIC, ART, DRAMA AND FILM. 30,000
    THE ALEPH INSTITUTE
    4221 WILSHIRE BLVD 240
    LOS ANGELES,CA90010
    N/A PC TO SUPPORT ASSISTING AND CARING FOR THE WELLBEING OF MEMBERS OF SPECIFIC POPULATIONS THAT ARE ISOLATED FROM THE REGULAR COMMUNITY, SUCH AS U.S. MILITARY PERSONNEL, PRISONERS, AND PEOPLE INSTITUTIONALIZED OR AT RISK OF INCARCERATION DUE TO MENTAL ILLNESS OR ADDICTIONS. 7,500
    THE GUARDIANS
    10780 SANTA MONICA BLVD 225
    LOS ANGELES,CA90025
    N/A PC TO SUPPORT THE MISSION OF THE GUARDIANS OF THE LOS ANGELES JEWISH HOME IN PROVIDING FINANCIAL SUPPORT FOR MEMBERS OF THE COMMUNITY THROUGH RESIDENTIAL AND COMMUNITY-BASED PROGRAMS. 300
    THE JEWISH FEDERATION
    6505 WILSHIRE BLVD
    LOS ANGELES,CA90048
    N/A PC TO SUPPORT CONVENING AND LEADING THE COMMUNITY AND LEVERAGING ITS RESOURCES TO ASSURE THE CONTINUITY OF THE JEWISH PEOPLE, SUPPORT A SECURE STATE OF ISRAEL, CARE FOR JEWS IN NEED HERE AND ABROAD, AND MOBILIZE ON ISSUES OF CONCERN TO THE LOCAL COMMUNITY. 5,000
    THE MARGUERITE NEEL WILLIAMS BOYS & GIRLS
    PO BOX 3026
    THOMASVILLE,GA317993026
    N/A PC TO SUPPORT EMPOWERING YOUTH TO BECOME PRODUCTIVE CITIZENS AND COMMUNITY LEADERS BY ENHANCING EDUCATIONAL SKILLS, RECOGNIZING CULTURAL DIVERSITY, AND TEACHING GOOD CHARACTER TRAITS SUCH AS CITIZENSHIP, CIVILITY AND SPORTSMANSHIP IN A NURTURING ENVIRONMENT. 12,500
    THE PEOPLE CONCERN
    2116 ARLINGTON AVE
    LOS ANGELES,CA90018
    N/A PC TO SUPPORT STAFF, VOLUNTEERS AND THOSE IN NEED TO ADDRESS THE EFFECTS OF HOMELESSNESS, POVERTY, MENTAL AND PHYSICAL ILLNESS, ABUSE AND ADDICTION. 5,000
    THE RESCUE TRAIN
    13027 VICTORY BLVD
    NORTH HOLLYWOOD,CA91606
    N/A PC TO SUPPORT ELIMINATING ANIMAL SUFFERING THROUGH HANDS ON RESCUE WORK, DEDICATION TO SPAY AND NEUTER, SHELTER INTERVENTION, EDUCATION AND AWARENESS. 1,500
    THE UCLA FOUNDATION
    PO BOX 7145
    PASADENA,CA911099903
    N/A PC TO SUPPORT ACTIVELY PROMOTING PHILANTHROPY AND MANAGING DONATED RESOURCES FOR THE ADVANCEMENT OF UCLA. 10,000
    THE UCLA FOUNDATION
    PO BOX 7145
    PASADENA,CA911099903
    N/A PC TO SUPPORT ACTIVELY PROMOTING PHILANTHROPY AND MANAGING DONATED RESOURCES FOR THE ADVANCEMENT OF UCLA. 10,000
    THOMASVILLE COMMUNITY RESOURCE CENTER
    PO BOX 7145
    THOMASVILLE,GA317991897
    N/A PC TO SUPPORT AND ENHANCE THE EDUCATION, EMOTIONAL, AND PHYSICAL WELL BEING OF ALL PEOPLE OF THOMAS COUNTY, THROUGH EDUCATION, HEALTH, AND FAMILY SUPPORT SERVICES. 12,500
    TOWER CANCER RESEARCH FOUNDATION
    8767 WILSHIRE BLVD
    BEVERLY HILLS,CA90211
    N/A PC TO SUPPORT ADVANCES IN GROUNDBREAKING CANCER RESEARCH AND PROFOUNDLY SUPPORT PEOPLE AFFECTED BY THE DISEASE IN SOUTHERN CALIFORNIA AND BEYOND. 1,000
    TOWER CANCER RESEARCH FOUNDATION
    8767 WILSHIRE BLVD SUITE 401
    BEVERLY HILLS,CA90211
    N/A PC TO SUPPORT ADVANCES IN GROUNDBREAKING CANCER RESEARCH AND PROFOUNDLY SUPPORT PEOPLE AFFECTED BY THE DISEASE IN SOUTHERN CALIFORNIA AND BEYOND. 50,000
    TURNING POINT SCHOOL
    8780 NATIONAL BLVD
    CULVER CITY,CA90232
    N/A PC TO SUPPORT CREATING A DYNAMIC LEARNING COMMUNITY IN WHICH EACH CHILD GROWS INTO THEIR BEST SELF. 1,500
    TURNING POINT SCHOOL
    8780 NATIONAL BLVD
    CULVER CITY,CA90232
    N/A PC TO SUPPORT CREATING A DYNAMIC LEARNING COMMUNITY IN WHICH EACH CHILD GROWS INTO THEIR BEST SELF. 1,500
    UCLA UNICAMP
    2131 JOHN WOODEN CENTER
    LOS ANGELES,CA900951612
    N/A PC TO SUPPORT EMPOWERING UCLA STUDENT VOLUNTEERS TO BECOME TOMORROW'S COMMUNITY LEADERS. CREATING OPPORTUNITIES FOR COMMUNITY LEADERS TO CONTRIBUTE TO THE SUCCESSFUL DEVELOPMENT OF TODAY'S UNDERSERVED KIDS. 6,000
    UNIVERSITY KIDNEY RESEARCH ORGANIZATION
    PO BOX 1177
    SIERRA MADRE,CA91025
    N/A PC TO SUPPORT THE DEVELOPMENT OF A REVOLUTIONARY SYNTHETIC KIDNEY, DERIVED FROM STEM CELLS, THAT WILL IMPROVE TREATMENT OF KIDNEY DISEASE AND REPLACE DIALYSIS. 10,000
    VENICE FAMILY CLINIC
    604 ROSE AVE
    VENICE,CA90291
    N/A PC TO SUPPORT PROVIDING QUALITY PRIMARY HEALTH CARE TO PEOPLE IN NEED. 25,000
    VISTA DEL MAR
    3200 MOTOR AVENUE
    LOS ANGELES,CA90034
    N/A PC TO SUPPORT AND PROVIDE A TRAUMA-RESPONSIVE CONTINUUM OF SERVICES TO EMPOWER CHILDREN, YOUTH, AND FAMILIES IN SOUTHERN CALIFORNIA TO LEAD FULFILLING LIVES. 125,000
    VISTA DEL MAR
    3200 MOTOR AVENUE
    LOS ANGELES,CA90034
    N/A PC TO SUPPORT AND PROVIDE A TRAUMA-RESPONSIVE CONTINUUM OF SERVICES TO EMPOWER CHILDREN, YOUTH, AND FAMILIES IN SOUTHERN CALIFORNIA TO LEAD FULFILLING LIVES. 125,000
    VISTA DEL MAR
    3200 MOTOR AVENUE
    LOS ANGELES,CA90034
    N/A PC TO SUPPORT AND PROVIDE A TRAUMA-RESPONSIVE CONTINUUM OF SERVICES TO EMPOWER CHILDREN, YOUTH, AND FAMILIES IN SOUTHERN CALIFORNIA TO LEAD FULFILLING LIVES. 125,000
    VISTA DEL MAR
    3200 MOTOR AVENUE
    LOS ANGELES,CA90034
    N/A PC TO SUPPORT AND PROVIDE A TRAUMA-RESPONSIVE CONTINUUM OF SERVICES TO EMPOWER CHILDREN, YOUTH, AND FAMILIES IN SOUTHERN CALIFORNIA TO LEAD FULFILLING LIVES. 125,000
    WALLIS ANNENBERG CENTER
    9390 N SANTA MONICA BLVD
    BEVERLY HILLS,CA90210
    N/A PC TO SUPPORT CREATING HUMAN CONNECTEDNESS THROUGH MEANINGFUL SHARED ARTS EXPERIENCES. 2,500
    WEHOPE
    PO BOX 50624
    PALO ALTO,CA94303
    N/A PC TO SUPPORT PEOPLE BECOMING HEALTHY, EMPLOYED, AND HOUSED USING INNOVATIVE SOLUTIONS. 50,000
    YESHIVA GEDOLAH OF LOS ANGELES
    5444 W OLYMPIC
    LOS ANGELES,CA90036
    N/A PC TO SUPPORT PROVIDING OUR STUDENTS WITH THE HIGHEST LEVEL OF EDUCATION POSSIBLE IN BOTH JUDAIC AND SECULAR STUDIES. 7,500
    Total .................................bullet 3a 3,468,163
    bApproved for future payment
    AMERICAN JEWISH UNIVERSITY
    15600 MULHOLLAND DRIVE
    LOS ANGELES,CA90077
    N/A PC TO SUPPORT THE UNIVERSITIES RESOURCES AND TALENT BUILT UPON THE CORE VALUES OF JEWISH LEARNING, CULTURE, ETHICS, LEADERSHIP AND PEOPLEHOOD. 25,000
    AMERICAN JEWISH UNIVERSITY
    15600 MULHOLLAND DRIVE
    LOS ANGELES,CA90077
    N/A PC TO SUPPORT THE UNIVERSITIES RESOURCES AND TALENT BUILT UPON THE CORE VALUES OF JEWISH LEARNING, CULTURE, ETHICS, LEADERSHIP AND PEOPLEHOOD. 25,000
    AMERICAN UNIVERSITY
    PO BOX 96609 NW
    WASHINGTON,DC200777992
    N/A PC TO SUPPORT THE ADVANCEMENT OF KNOWLEDGE, FOSTER INTELLECTUAL CURIOSITY, BUILD COMMUNITY, AND EMPOWER LIVES OF PURPOSE, SERVICE AND LEADERSHIP. 25,000
    AMERICAN UNIVERSITY
    PO BOX 96609 NW
    WASHINGTON,DC200777992
    N/A PC TO SUPPORT THE ADVANCEMENT OF KNOWLEDGE, FOSTER INTELLECTUAL CURIOSITY, BUILD COMMUNITY, AND EMPOWER LIVES OF PURPOSE, SERVICE AND LEADERSHIP. 25,000
    AMERICAN UNIVERSITY
    PO BOX 96609 NW
    WASHINGTON,DC200777992
    N/A PC TO SUPPORT THE ADVANCEMENT OF KNOWLEDGE, FOSTER INTELLECTUAL CURIOSITY, BUILD COMMUNITY, AND EMPOWER LIVES OF PURPOSE, SERVICE AND LEADERSHIP. 25,000
    AMERICAN UNIVERSITY
    PO BOX 96609 NW
    WASHINGTON,DC200777992
    N/A PC TO SUPPORT THE ADVANCEMENT OF KNOWLEDGE, FOSTER INTELLECTUAL CURIOSITY, BUILD COMMUNITY, AND EMPOWER LIVES OF PURPOSE, SERVICE AND LEADERSHIP. 25,000
    DAVID LYNCH FOUNDATION
    228 EAST 45TH STREET 15TH FL
    NEW YORK,NY10017
    N/A PC TO SUPPORT PREVENTION AND ERADICATION OF THE EPIDEMIC OF TRAUMA AND TOXIC STRESS AMONG AT-RISK POPULATIONS THROUGH PROMOTING WIDESPREAD IMPLEMENTATION OF THE TRANSCENDENTAL MEDITATION PROGRAM IN ORDER TO IMPROVE THEIR HEALTH, COGNITIVE CAPABILITIES, AND PERFORMANCE IN LIFE. 55,000
    PS ARTS
    2947 S SEPULVEDA BLVD
    LOS ANGELES,CA90064
    N/A PC TO SUPPORT ADVANCING EQUITY AND OPPORTUNITY FOR CHILDREN AND YOUTH BY PROVIDING ARTS EDUCATION IN SYSTEMATICALLY UNDER-RESOURCED PUBLIC SCHOOLS AND COMMUNITIES. 10,000
    VENICE FAMILY CLINIC
    604 ROSE AVE
    VENICE,CA90291
    N/A PC TO SUPPORT PROVIDING QUALITY PRIMARY HEALTH CARE TO PEOPLE IN NEED. 25,000
    Total .................................bullet 3b 240,000
    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 ...........
             
    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 2,093,950  
    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 2,971,002 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,971,002
    (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

    TY 2021 AccountingFeesSchedule
    Name:
    THE STANLEY & JOYCE
     
    BLACK FAMILY FOUNDATION
    EIN:
    95-4259961
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 131,480 71,090   60,390

    TY 2021 GeneralExplanationAttachment
    Name:
    THE STANLEY & JOYCE
     
    BLACK FAMILY FOUNDATION
    EIN:
    95-4259961
    Identifier Return Reference Explanation
      FORM 990-PF PART VII-B; QUESTIONS 1A(3) AND 1B PURSUANT TO I.R.C. SECTION 4941(D)(2)(E) EXCEPT IN THE CASE OF A GOVERNMENT OFFICIAL (AS DEFINED IN SECTION 4946(C)), THE PAYMENT OF COMPENSATION (AND THE PAYMENT OR REIMBURSEMENT OF EXPENSES) BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRYING OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF THE COMPENSATION (OR PAYMENT OR REIMBURSEMENT) IS NOT EXCESSIVE. BLACK EQUITIES IS OWNED BY A DISQUALIFIED PERSON, THEREBY MAKING IT A DISQUALIFIED PERSON. BLACK EQUITIES PROVIDES MANAGEMENT SERVICES TO THE STANLEY & JOYCE BLACK FAMILY FOUNDATION (THE "FOUNDATION"). THE SERVICES PERFORMED ARE REASONABLE AND NECESSARY FOR CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSES AND THE AMOUNT PAID BY THE FOUNDATION FOR SUCH SERVICES IS NOT EXCESSIVE. THE PAYMENT OF SUCH COMPENSATION TO BLACK EQUITIES SHALL NOT CONSTITUTE AN ACT OF SELF-DEALING.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE STANLEY & JOYCE
     
    BLACK FAMILY FOUNDATION
    EIN:
    95-4259961
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BOSTON PRPTY 4.500 12/01/28 '2810112RBA1 114,451 119,555
    ENERGY TRANSFER 4.050 03/15/25 '2429273RBD0 82,874 81,596
    NEWELL BRANDS 4.450 04/01/26 '26651229AW6 78,107 81,769
    FANNIE MAE FNCL FM4735 3.000 04/01/473140X8HM2 60,405 57,312
    MGM RESORTS INTL 5.750 06/15/25 '25552953CE9 91,704 91,481
    FANNIE MAE FNCI FM3375 3.500 02/01/353140X6XD8 58,138 55,584
    DCP MID OPEG 5.375 07/15/25 '2523311VAG2 81,643 84,122
    BANK NOVA 3.500 09/15/26 FRN0641598M1 84,370 84,000
    VERIZON 3.550 03/22/51 '5092343VGB4 83,317 84,313
    FANNIE MAE FNCL FM5137 5.000 05/01/503140X8V79 59,933 56,847
    FANNIE MAE FNCI CA5465 3.000 03/01/353140QDCB8 245,349 237,888
    DISCOVERY COM 3.950 03/20/28 '2725470DAR0 81,915 81,569
    HOWMET 5.900 02/01/27013817AJ0 3,478 3,428
    PULTEGROUP 5.500 03/01/26 '25745867AW1 11,063 12,507
    FANNIE MAE FNCL CA4182 4.500 09/01/493140QBUG1 298,051 269,017
    TRAVEL + LEISURE 5.650 04/01/24 '2498310WAP3 77,276 80,750
    US TREASURY 6.750 08/15/26912810EX2 409,097 400,284
    ANHEUSER-BUSCH 3.650 02/01/26 '2503522AAG5 75,062 80,562
    HCA 5.375 02/01/25404119BR9 78,731 81,326
    FANNIE MAE FNCL FM3152 4.000 02/01/453140X6QE4 82,013 81,134
    CHARTER COMMN 4.908 07/23/25 '25161175AY0 79,633 80,337
    US TREASURY 2.875 05/15/289128284N7 166,191 160,281
    CENTENE 3.000 10/15/30 '3015135BAW1 87,121 87,420
    FISERV 4.200 10/01/28 '28337738AR9 80,652 80,778
    FREDDIE MAC FNCL QB3677 2.000 09/01/503133AACN0 58,320 55,902
    US TREASURY 4.500 02/15/36912810FT0 84,155 85,371
    TD 3.128 03/04/24 FRN MTN89114QCR7 83,087 83,046
    ELANCO ANIMAL 6.400 08/28/28 '2828414HAG8 76,975 81,200
    FREDDIE MAC FNCL SD7514 3.500 04/01/503132DVK38 44,118 41,913
    AT&T 4.416 06/12/24 FRN00206RGD8 167,305 166,078
    FANNIE MAE FNCL FM1104 3.500 05/01/493140X4GN0 39,603 37,309
    FANNIE MAE FNCL FM1420 3.500 12/01/473140X4SJ6 251,532 231,744
    US TREASURY 2.250 05/15/41912810SY5 254,591 256,022
    CROWN CASTLE 4.300 02/15/29 '2822822VAL5 83,008 83,789
    BOEING 5.150 05/01/30 '30097023CY9 82,917 81,633
    AECOM 5.125 03/15/27 '2600774CAB3 77,943 81,701
    FREDDIE MAC FNCL RA3586 4.000 09/01/503133KJ6X5 43,322 39,082
    US TREASURY 5.000 05/15/37912810PU6 84,785 84,598
    FREDDIE MAC FNCL RA1193 4.000 08/01/493133KGKE7 216,786 194,669
    NORDSTROM 4.375 04/01/30 '30655664AT7 82,879 81,712
    CVS HEALTH 5.125 07/20/45 '45126650CN8 102,776 105,608
    US TREASURY 3.125 05/15/48912810SC3 83,335 85,319
    FANNIE MAE FNCL BK7618 5.000 09/01/483140HMPC2 90,579 85,790
    FIRST CITIZN BNK 6.125 03/09/28125581GX0 85,493 96,600
    JP MORGAN 3.157 04/22/42 '41 FRN46647PCD6 82,650 84,797
    FORD MOTOR 6.625 10/01/28345370BY5 80,575 84,175
    BOFAML 4.330 03/15/50 '49 MTN06051GHS1 82,687 84,420
    NAVIENT 6.125 03/25/24 MTN78442FET1 82,984 84,234
    FANNIE MAE FNCL FM3247 4.500 10/01/453140X6TD3 111,078 110,646
    UNTD RENTL NR AM 5.500 05/15/27 '22911365BF0 79,041 81,120
    FREDDIE MAC FNCL ZT0032 3.000 05/01/473132ACA91 99,407 94,259
    DIAMONDBACK 3.250 12/01/26 '2625278XAM1 78,807 82,309
    ALLY FINANCIAL 8.000 11/01/3136186CBY8 83,865 102,025
    FANNIE MAE FNCL FM5893 5.000 08/01/503140X9RP2 48,714 45,228
    FANNIE MAE FNCL FM5768 4.000 11/01/443140X9MS1 113,511 111,470
    FANNIE MAE FNCL FM6355 4.500 08/01/503140XABZ4 63,723 59,360
    FREDDIE MAC FNCL RA4919 3.000 03/01/513133KLPC5 55,401 53,774
    HCA 3.500 09/01/30 '30404119CA5 2,101 2,114
    MORGAN STANLEY 4.083 05/08/24 '23 MTN61744YAG3 83,159 82,967
    US TREASURY 1.875 02/15/51912810SU3 253,122 277,301
    SPRINT LLC 7.125 06/15/2485207UAH8 80,357 85,322
    US TREASURY 3.500 02/15/39912810QA9 180,091 160,986
    FANNIE MAE FNCI FM1577 3.500 09/01/343140X4XF8 80,525 78,110
    PULTEGROUP 5.000 01/15/27 '26745867AX9 61,510 67,012
    FREDDIE MAC FNCL RA3194 2.500 08/01/503133KJRP9 142,857 136,601
    US TREASURY 1.625 02/15/26912828P46 82,696 80,395
    COMMONSPIRIT HEA 3.347 10/01/29 '2920268JAB9 81,302 86,211
    FREDDIE MAC FNCL RA3175 3.000 07/01/503133KJQ47 71,399 71,195
    MICROSOFT 2.525 06/01/50 '49594918CC6 84,068 81,262
    HOWMET 6.875 05/01/25 '25443201AA6 78,259 80,424
    FREDDIE MAC FNCL ZT0542 4.000 07/01/483132ACS76 79,042 75,539
    FREDDIE MAC FNCL ZS9495 3.500 10/01/453132AARQ9 211,298 203,629
    ATP OIL GAS CORP NTS DEFAULTED 7 7
    RADIOSHACK CORP NTS B/E DEFAULTED 7 7

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE STANLEY & JOYCE
     
    BLACK FAMILY FOUNDATION
    EIN:
    95-4259961
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PUREFUNDS ISE JUNIOR SILVER ETFSILJ 249,810 205,920
    VANECK GOLD MINERS ETFGDX 250,064 190,578
    SPDR GOLD SHARESGLD 866,897 897,540
    ETFMG PRIME CYBER SECURITY ETFHACK 328,919 344,120
    PIMCO ENERGY & TACTICAL CREDIT OPPSNRGX 499,887 559,636
    VERIZON COMMUNICATIONS INCVZ 143,284 135,096
    ABBVIE INCABBV 92,218 162,480
    WAL-MART STORES INCWMT 99,504 101,283
    CHEVRON CORPCVX 42,447 70,410
    3M COMMM 96,802 124,341
    CITIGROUP INCC 82,151 72,468
    MERCK & CO INCMRK 70,865 76,640
    DOMINION RESOURCES INCD 70,399 70,704
    MICROSOFT CORPMSFT 40,979 67,264
    GENERAL ELECTRIC COGE 48,371 74,348
    APPLE INCAAPL 89,547 248,598
    DEERE & CODE 69,198 68,578
    ORACLE CORPORCL 20,622 17,442
    PAYPAL HOLDINGS INCPYPL 73,167 56,574
    ALTRIA GROUP INCMO 85,073 104,258
    CISCO SYSTEMS INCCSCO 55,410 88,718
    VERTEX PHARMACEUTICALS INCVRTX 102,580 109,800
    EBAY INCEBAY 56,587 53,200
    GILEAD SCIENCES INCGILD 63,400 65,349
    DOW INCDOW 44,564 39,704
    KIMBERLY-CLARK CORPKMB 121,558 128,628
    BEST BUY CO INCBBY 116,105 101,600
    INTERCONTINENTAL EXCHANGE INCICE 130,970 150,447
    QUALCOMM INCQCOM 13,118 18,104
    SPDR GOLD SHARESGLD 67,011 68,384
    TECHNOLOGY SELECT SECTOR SPDR ETFXLK 219,684 278,192
    GLOBANT SAGLOB 147,115 508,198
    FIVERR INTERNATIONAL LTDFVRR 104,468 94,257
    ILLUMINA INCILMN 144,985 149,513
    JACK HENRY & ASSOCIATES INCJKHY 136,171 139,270
    FASTENAL COFAST 166,198 329,781
    AVALARA INCAVLR 163,805 147,444
    UNITEDHEALTH GROUP INCUNH 138,811 272,662
    GUIDEWIRE SOFTWARE INCGWRE 75,105 102,177
    TYLER TECHNOLOGIES INCTYL 221,632 399,697
    ROLLINS INCROL 106,152 147,719
    ENSIGN GROUP INCENSG 110,888 105,706
    MICROSOFT CORPMSFT 344,078 719,052
    RITCHIE BROS AUCTIONEERS INCRBA 146,481 269,569
    ANSYS INCANSS 154,494 267,547
    ECOLAB INCECL 119,653 173,362
    GRAND CANYON EDUCATION INCLOPE 242,333 245,302
    ALPHABET INC AGOOGL 60,608 153,543
    TELADOC HEALTH INCTDOC 146,224 82,822
    NEOGEN CORPNEOG 51,589 73,019
    OAK STREET HEALTH INCOSH 162,547 95,741
    2U INCTWOU 104,663 67,796
    DANAHER CORPDHR 149,174 355,331
    AMEDISYS INCAMED 292,294 250,590
    TWILIO INCTWLO 113,159 114,290
    CERTARA INCCERT 184,234 146,875
    VEEVA SYSTEMS INCVEEV 171,347 283,327
    SERVICENOW INCNOW 109,088 240,820
    ALPHABET INC CGOOG 61,606 156,254
    NVIDIA CORPNVDA 69,848 309,404
    IAC/INTERACTIVECORPIAC 93,798 135,677
    AMAZON.COM INCAMZN 224,092 373,446
    VERISK ANALYTICS INCVRSK 183,633 293,003
    PAYPAL HOLDINGS INCPYPL 108,292 112,771
    NETFLIX INCNFLX 99,886 157,839
    SALESFORCE INCCRM 192,719 322,237
    PAYCOM SOFTWARE INCPAYC 168,234 323,848
    BLACKLINE INCBL 103,727 197,658
    WEST PHARMACEUTICAL SERVICES INCWST 145,805 449,781
    FIVE BELOW INCFIVE 117,039 287,370
    IHS MARKIT LTD AINFO 145,578 317,679
    VISA INC CLASS AV 118,336 154,948
    IDEXX LABORATORIES INCIDXX 98,134 275,895
    VIMEO INCVMEO 43,538 30,263
    COSTAR GROUP INCCSGP 280,461 368,280
    ANALOG DEVICES INCADI 135,217 263,479
    STARBUCKS CORPSBUX 147,719 257,802
    HEICO CORPHEI 163,395 304,304
    TRUIST FINANCIAL 4.800 PERP '24 FRN89832QAD1 82,237 84,442
    GOLDMAN SACHS 3.650 PERP '26 FRN38144GAG6 2,015 1,980
    AMERICAN EXPRESS 3.550 PERP '26 FRN025816CH0 84,000 84,147
    GOLDMAN SACHS 4.400 PERP '25 FRN38144GAC5 75,068 81,526

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE STANLEY & JOYCE
     
    BLACK FAMILY FOUNDATION
    EIN:
    95-4259961
    US Government Securities - End of Year Book Value:

    487,088
    US Government Securities - End of Year Fair Market Value:

    495,375
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE STANLEY & JOYCE
     
    BLACK FAMILY FOUNDATION
    EIN:
    95-4259961
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CALAMOS TIMPANI SMALL CAP GROWTH ICTSIX AT COST 250,000 216,835
    PIMCO INCOME INSTLPIMIX AT COST 1,204,118 1,291,470
    CATALYST/CIFC FLOATING RATE INCOME ICFRIX AT COST 1,789,668 1,954,900
    WCM FOCUSED INTERNATIONAL GROWTH INSTLWCMIX AT COST 262,093 275,004
    GUGGENHEIM TOTAL RETURN BOND INSTLGIBIX AT COST 792,944 793,545
    MIRAE ASSET EMERG MKTS GREAT CONSUMER IMICGX AT COST 264,484 200,239
    PRINCIPAL SPECTRUM PREF&CPTL SCS INCINSTPPSIX AT COST 2,957,569 3,326,123
    ALGER DYNAMIC OPPORTUNITIES ZADOZX AT COST 2,454,659 3,195,030
    AMERICAN FUNDS INFLATION LINKED BD F3FILBX AT COST 508,450 500,891
    NEUBERGER BERMAN MULTI-CAP OPP INSTNMULX AT COST 4,249,932 4,158,577
    DOUBLELINE TOTAL RETURN BOND NDLTNX AT COST 630,676 618,217
    DOW INC CALL OPT 03/22 60.0 AT COST 1,014 0
    DEERE & CO CALL OPT 01/22 360.0 AT COST 2,734 0
    VERIZON COMMUNICATIONS INC CALL OPT 06/22 57.5 AT COST 2,114 0
    MICROSOFT CORP CALL OPT 09/22 360.0 AT COST 4,539 0
    TECHNOLOGY SELECT SECTOR SPDR ETF CALL OPT 06/22 175.0 AT COST 17,839 0
    CISCO SYSTEMS INC CALL OPT 03/22 52.5 AT COST 2,883 0
    EBAY INC CALL OPT 04/22 70.0 AT COST 2,599 0
    SPDR GOLD SHARES CALL OPT 03/22 177.0 AT COST 1,119 0
    INTERCONTINENTAL EXCHANGE INC CALL OPT 03/22 130.0 AT COST 9,461 0
    PAYPAL HOLDINGS INC CALL OPT 07/22 210.0 AT COST 4,394 0
    VERTEX PHARMACEUTICALS INC CALL OPT 07/22 240.0 AT COST 5,260 0
    ALTRIA GROUP INC CALL OPT 03/22 47.5 AT COST 2,309 0
    WAL-MART STORES INC CALL OPT 03/22 150.0 AT COST 2,557 0
    CITIGROUP INC CALL OPT 03/22 70.0 AT COST 2,240 0
    GENERAL ELECTRIC CO CALL OPT 06/22 105.0 AT COST 2,277 0
    CHEVRON CORP CALL OPT 03/22 110.0 AT COST 5,525 0
    VERIZON COMMUNICATIONS INC CALL OPT 04/22 55.0 AT COST 868 0
    GILEAD SCIENCES INC CALL OPT 02/22 70.0 AT COST 1,610 0
    MERCK & CO INC CALL OPT 03/22 77.5 AT COST 2,229 0
    BEST BUY CO INC CALL OPT 03/22 115.0 AT COST 4,852 0
    3M CO CALL OPT 06/22 185.0 AT COST 4,374 0
    APPLE INC CALL OPT 03/22 155.0 AT COST 12,809 0
    KIMBERLY-CLARK CORP CALL OPT 06/22 140.0 AT COST 4,192 0
    ABBVIE INC CALL OPT 05/22 125.0 AT COST 12,179 0
    DOMINION RESOURCES INC CALL OPT 04/22 77.5 AT COST 1,260 0
    ORACLE CORP CALL OPT 03/22 110.0 AT COST 631 0

    TY 2021 LegalFeesSchedule
    Name:
    THE STANLEY & JOYCE
     
    BLACK FAMILY FOUNDATION
    EIN:
    95-4259961
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 10,254 0   10,254


    TY 2021 OtherDecreasesSchedule
    Name:
    THE STANLEY & JOYCE
     
    BLACK FAMILY FOUNDATION
    EIN:
    95-4259961
    Description Amount
    PRIOR PERIOD ADJUSTMENTS 91,969


    TY 2021 OtherExpensesSchedule
    Name:
    THE STANLEY & JOYCE
     
    BLACK FAMILY FOUNDATION
    EIN:
    95-4259961
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 324 0   324
    INSURANCE 4,344 0   4,344
    OFFICE FEES 179 0   179


    TY 2021 OtherIncomeSchedule2
    Name:
    THE STANLEY & JOYCE
     
    BLACK FAMILY FOUNDATION
    EIN:
    95-4259961
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    DEFERRED EXCISE TAX PROVISION 6,156 0 6,156
    RETURN OF PRINCIPAL 17,969 0 17,969


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE STANLEY & JOYCE
     
    BLACK FAMILY FOUNDATION
    EIN:
    95-4259961
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX LIABILITY 0 70,883


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE STANLEY & JOYCE
     
    BLACK FAMILY FOUNDATION
    EIN:
    95-4259961
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 534,540 151,774   382,766
    INVESTMENT FEES 157,894 157,894   0


    TY 2021 TaxesSchedule
    Name:
    THE STANLEY & JOYCE
     
    BLACK FAMILY FOUNDATION
    EIN:
    95-4259961
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,400 2,730   0
    CURRENT FED EXCISE TAX PROVISION 21,731 0   0