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 12-01-2021 , and ending 11-30-2022
Name of foundation
THE SIKAND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)15230 BURBANK BOULEVARD 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHERMAN OAKS, CA91411
A Employer identification number

95-4109267
B Telephone number (see instructions)

(818) 787-8550
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$34,270,429J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 912,765 920,473  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -260,838
b Gross sales price for all assets on line 6a 12,199,710
7 Capital gain net income (from Part IV, line 2)... 24,313
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 408,125 19,674  
12 Total. Add lines 1 through 11........ 1,060,052 964,460  
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)......... Click to see attachment 21,560 10,780   10,780
b Accounting fees (attach schedule)....... Click to see attachment 14,700 7,350   7,350
c Other professional fees (attach schedule).... Click to see attachment 142,120 142,120   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 38,072 30,365   7,707
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 80,345 0   1,026
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 296,797 190,615   26,863
25 Contributions, gifts, grants paid....... 1,919,000 1,919,000
26 Total expenses and disbursements. Add lines 24 and 25 2,215,797 190,615   1,945,863
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,155,745
b Net investment income (if negative, enter -0-) 773,845
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............. 23,176 130,537 130,537
2 Savings and temporary cash investments......... 612,098 1,354,673 1,354,673
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 20,540,887 Click to see attachment17,820,032 21,282,708
c Investments—corporate bonds (attach schedule)....... 5,762,662 Click to see attachment4,809,105 4,536,919
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,906,051 Click to see attachment3,819,863 4,695,592
14 Land, buildings, and equipment: basis bullet6,000,000
Less: accumulated depreciation (attach schedule) bullet   6,000,000 6,000,000 2,270,000
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,844,874 33,934,210 34,270,429
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 35,844,874 33,934,210
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 35,844,874 33,934,210
30 Total liabilities and net assets/fund balances (see instructions). 35,844,874 33,934,210
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
35,844,874
2
Enter amount from Part I, line 27a .....................
2
-1,155,745
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,357
4
Add lines 1, 2, and 3 ..........................
4
34,692,486
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
758,276
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
33,934,210
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 BANK OF AMERICA ST   2021-12-01 2022-11-30
b BANK OF AMERICA LT   2010-07-06 2022-11-30
c LS REAL ESTATE RECOVERY IV TRUST P 2010-07-06 2021-12-31
d NB PRIVATE MARKETS FUND II (TE), LLC P 2010-07-06 2021-12-31
e NB PRIVATE MARKETS FUND III (TE), LLC P 2010-07-06 2021-12-31
CARLYLE U.S. EQUITY OPPORTUNITY II ACCESS FUND P 2010-07-06 2021-12-31
CARLYLE US REALTY VII FUND P 2010-07-06 2021-12-31
KKR GLOBAL SPECIAL SITUATIONS II CAYMAN ACCESS LP P 2010-07-06 2021-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,387,387   5,312,454 -925,067
b 7,282,612   6,857,238 425,374
c     5,705 -5,705
d 150,344     150,344
e 68,229     68,229
42,273     42,273
21,388     21,388
8,622     8,622
238,855     238,855
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       -925,067
b       425,374
c       -5,705
d       150,344
e       68,229
      42,273
      21,388
      8,622
      238,855
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 24,313
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 10,756
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 10,756
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 28,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,000
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 17,244
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet17,244 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part 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 addressbulletN/A
    14
    The books are in care ofbulletROBERT SOTO Telephone no.bullet (818) 787-8500

    Located atbullet15230 BURBANK BLVD SUITE 100SHERMAN OAKSCA ZIP+4bullet91411
    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)
     
    No
    (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
     
     
    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
    ANNETTE SIKAND PRESIDENT
    5.00     		0 0 0
    15230 BURBANK BOULEVARD SUITE 100
    SHERMAN OAKS,CA91411
    MARK SIKAND CFO
    5.00     		0 0 0
    15230 BURBANK BOULEVARD SUITE 100
    SHERMAN OAKS,CA91411
    RENEE SIKAND SECRETARY
    5.00     		0 0 0
    15230 BURBANK BOULEVARD SUITE 100
    SHERMAN OAKS,CA91411
    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
    BANK OF AMERICA NA INVESTMENT MANAGEMENT FEES 121,893
    PO BOX 830269
    DALLAS,TX75283
    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
    32,679,975
    b
    Average of monthly cash balances.......................
    1b
    1,791,625
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,270,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    36,741,600
    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
    36,741,600
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    551,124
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    36,190,476
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,809,524
    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
    1,809,524
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,756
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,756
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,798,768
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,798,768
    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
    1,798,768
    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 1,798,768
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,864,731
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,945,863
    a Applied to 2020, but not more than line 2a 1,864,731
    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..... 81,132
    e Remaining amount distributed out of corpus 0
    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 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 ..........     		1,717,636
    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).)
    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
    ALCOTT MENTAL HEALTH SERVICES
    1433 SOUTH ROBERTSON BLVD
    LOS ANGELES,CA90035     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    ALEXANDRIA HOUSE
    426 S ALEXANDRIA AVENUE
    LOS ANGELES,CA90020     		  501(C)(3) PURCHASE OF YELLOW AND GREEN HOUSES 20,000
    ALLY CAT ALLIES INC
    7920 NORFOLK AVE STE 600
    BETHESDA,MD20814     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    AMERICAN INDIA FOUNDATION
    211 E 43RD STEET SUITE 1900
    NEW YORK,NY10017     		  501(C)(3) MATCHING GRANTS 30,000
    AMERICAN KIDNEY FUND
    11921 ROCKVILLE PIKE SUITE 300
    ROCKVILLE,MD20852     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    AMERICAN RED CROSS LOS ANGELES REGION
    1450 S CENTRAL AVENUE
    LOS ANGELES,CA90021     		  501(C)(3) UKRAINE HUMANITARIAN SERVICES, DISASTER SERVICES, SERVICE TO THE ARMED FORCES 30,000
    AMERICAN SOCIETY OF CIVIL ENGINEERS FOUNDATION
    1801 ALEXANDER BELL DRIVE
    RESTON,VA20191     		  501(C)(3) CHARITABLE DONATION 2022 1,000
    AMERICAN STROKE FOUNDATION (THE)
    5916 DEARBORN ST
    MISSION,KS66202     		  501(C)(3) CHARITABLE DONATION 2022 1,000
    AMERICARES
    88 HAMILTON AVE
    STAMFORD,CT06902     		  501(C)(3) CHARITABLE DONATION 2022 3,000
    ANGEL FLIGHT
    3161 DONALD DOUGLAS LOOP SOUTH
    SANTA MONICA,CA90405     		  501(C)(3) SUMMER CAMP MATCHING PROGRAM 2,000
    BLESSED SACRAMENT CHURCH
    6657 SUNSET BLVD
    HOLLYWOOD,CA90028     		  501(C)(3) CHARITABLE DONATION 2022 30,000
    BRAILLE INSTITUTE
    741 NORTH VERMONT AVENUE
    LOS ANGELES,CA90029     		  501(C)(3) CHARITABLE DONATION 2022 1,000
    BROTHERS BROTHER FOUNDATION
    1200 GALVESTON AVENUE
    PITTSBURGH,PA15233     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    BRIDGE TO HOME SCV
    23752 NEWHALL AVE
    SANTA CLARITA,CA91321     		  501(C)(3) SOUP FOR THE SOUL 25,000
    CALIFORNIA COMMUNITY FOUNDATION
    221 SOUTH FIGUEROA STREET SUITE 400
    LOS ANGELES,CA90012     		  501(C)(3) CHARITABLE DONATION 2022 4,000
    CALIFORNIA STATE UNIVERSITY LOS ANGELES
    5151 STATE UNIVERSITY DRIVE
    LOS ANGELES,CA90032     		  501(C)(3) CHARITABLE DONATION 2022 275,000
    CARE USA
    465 CALIFORNIA STREET SUITE 475
    SAN FRANCISCO,CA94104     		  501(C)(3) UKRAINE CRISIS FUND, GENERAL FUNDS 25,000
    CARTER CENTER
    ONE COPENHILL 453 FREEDOM PARKWAY
    ATLANTA,GA30307     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    CATHEDRAL OF OUR LADY OF THE ANGELS
    555 WEST TEMPLE STREET
    LOS ANGELES,CA90012     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    CATHOLIC BIG BROTHERS AND SISTERS
    1530 JAMES M WOOD BLVD
    LOS ANGELES,CA90015     		  501(C)(3) CHAMPIONS FOR YOUTH FUNDRAISER, DOUBLE EAGLE SPONSOR 30,000
    CATHOLIC CHARITIES OF LOS ANGELES INC
    1531 JAMES M WOOD BLVD
    LOS ANGELES,CA90015     		  501(C)(3) FOSTER KIDS PROGRAM 15,000
    CATHOLIC RELIEF SERVICES
    PO BOX 17090
    BALTIMORE,MD21297     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    CATHAVEN (AKA PROJECT SURVIVAL)
    38257 E KINGS CANYON RD
    DUNLAP,CA93621     		  501(C)(3) CHARITABLE DONATION 2022 1,000
    CEDARS-SINAI
    8700 BEVERLY BLVD SUITE 2416
    LOS ANGELES,CA90048     		  501(C)(3) GUERIN CHILDREN'S 10,000
    CHAMINADE COLLEGE PREPARATORY
    10210 OAKDALE AVENUE
    CHATSWORTH,CA91311     		  501(C)(3) CHARITABLE DONATION 2022 25,000
    CHILDRENS HOSPITAL LOS ANGELES
    4650 SUNSET BLVD
    LOS ANGELES,CA90027     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    CHRYSALIS
    522 S MAIN STREET
    LOS ANGELES,CA90013     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    CITY OF HOPE
    1055 WILSHIRE BLVD 1200
    LOS ANGELES,CA90017     		  501(C)(3) CHARITABLE DONATION 2022 20,000
    COLLEGE OF THE CANYONS
    26455 ROCKWELL CANYON ROAD
    SANTA CLARITA,CA91355     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    CONSERVATION INTERNATIONAL
    2011 CRYSTAL DRIVE SUITE 600
    ARLINGTON,VA22202     		  501(C)(3) CHARITABLE DONATION 2022 11,000
    DIRECT RELIEF INTERNATIONAL
    27 SOUTH LA PATERA LANE
    SANTA BARBARA,CA93117     		  501(C)(3) CHARITABLE DONATION 2022 4,000
    DOWNTOWN WOMEN'S CENTER
    442 S SAN PEDRO STREET
    LOS ANGELES,CA90013     		  501(C)(3) CHARITABLE DONATION 2022 3,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    FAMILY PROMISE OF SANTA CLARITA VALLEY
    24820 ORCHARD VILLAGE ROAD STE A
    391
    SANTA CLARITA,CA91355     		  501(C)(3) ANNUAL FUNDRAISER 10,000
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC20077     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    FIX NATION
    7680 CLYBOURN AVENUE
    LOS ANGELES,CA91352     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    FOODCYCLE
    1949 N WILTON PLACE
    LOS ANGELES,CA90068     		  501(C)(3) CHARITABLE DONATION 2022 25,000
    GALSGIRLS ATHLETIC LEADERSHIP SCHOOL OF LOS ANGELES
    8015 VAN NUYS BLVD
    PANORAMA CITY,CA91402     		  501(C)(3) CAPITAL CAMPAIGN 25,000
    THE GOOD SHEPHERD SHELTER
    PO BOX 19487
    LOS ANGELES,CA90019     		  501(C)(3) CHARITABLE DONATION 2022 20,000
    GARY SINISE FOUNDATION
    PO BOX 368
    WOODLAND HILLS,CA91365     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    GOOD SHEPHERD CENTER
    1671 BEVERLY BLVD
    LOS ANGELES,CA90026     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    THE GUADALUPE COMMUNITY CENTER
    21600 HART STREET
    CANOGA PARK,CA91303     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    GONZAGA UNIVERSITY
    502 E BOONE STREET
    SPOKANE,WA99258     		  501(C)(3) SCHOLARSHIPS FOR FLORENCE PROGRAM 5,000
    GOODWILL
    342 SAN FERNANDO ROAD
    LOS ANGELES,CA90031     		  501(C)(3) SUPPORTIVE SERVICES FOR WCD CLIENTS 20,000
    GUIDE DOGS OF AMERICA
    13445 GLENOAKS BLVD
    SYLMAR,CA91342     		  501(C)(3) PUPPY SPONSORSHIP, STUDENT SCHOLARSHIP 17,000
    HABITAT FOR HUMANITY SAN FERNANDO SANTA CLARITY VALLEY
    21031 VENTURA BLVD SUITE 610
    WOODLAND HILLS,CA91364     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72203     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    HENRY MAYO NEWHALL MEMORIAL HEALTH FOUNDATION
    23845 MCBEAN PARKWAY
    VALENCIA,CA91355     		  501(C)(3) CHARITABLE DONATION 2022 20,000
    HEAL THE BAY
    1444 9TH STREET
    SANTA MONICA,CA90401     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    HEART OF LOS ANGELES
    2701 WILSHIRE BLVD SUITE 100
    LOS ANGELES,CA90057     		  501(C)(3) CHARITABLE DONATION 2022 3,000
    HOLLENBECK PALMS
    573 S BOYLE AVENUE
    LOS ANGELES,CA90033     		  501(C)(3) CHARITABLE DONATION 2022 25,000
    HOLY CROSS MISSION CENTER
    PO BOX 543
    NOTRE DAME,IN46556     		  501(C)(3) AFRICA OUTREACH 5,000
    HOMEBOY INDUSTRIES
    130 WEST BRUNO ST
    LOS ANGELES,CA90012     		  501(C)(3) WELLNESS/MENTAL HEALTH RETREAT PROGRAM 10,000
    HOMEAID LOS ANGELES
    350 SOUTH BIXEL STREET STE 100
    LOS ANGELES,CA90017     		  501(C)(3) CHARITABLE DONATION 2022 20,000
    HOMES FOR OUR TROOPS
    6 MAIN STREET
    TAUNTON,MA02780     		  501(C)(3) CHARITABLE DONATION 2022 20,000
    HOME 4 FAMILIES
    21031 VENTURA BLVD SUITE 610
    WOODLAND HILLS,CA91364     		  501(C)(3) KITCHEN COUNTERS AND CABINETS FOR PALMDALE 30,000
    HOPE OF THE VALLEY
    PO BOX 7609
    MISSION HILLS,CA91346     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    THE INSTITUTE FOR ADVANCED CATHOLIC STUDIES AT USC
    3601 WATT WAY GFS 304
    LOS ANGELES,CA90089     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    JESUITS WEST
    PO BOX 68
    LOS GATOS,CA95031     		  501(C)(3) CHARITABLE DONATION 2022 120,000
    LA84 FOUNDATION (AKA THE PLAY EQUITY FUND)
    2141 W ADAMS BLVD
    LOS ANGELES,CA90018     		  501(C)(3) PLAY EQUITY FUND 5,000
    LOS ANGELES COUNTY ANIMAL CARE FOUNDATION
    PO BOX 743887
    LOS ANGELES,CA90074     		  501(C)(3) CHARITABLE DONATION 2022 25,000
    LOS ANGELES COUNTY MUSEUM OF ART (RENEE)
    5905 WILSHIRE BLVD
    LOS ANGELES,CA90036     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    LOS ANGELES PHILHARMONIC
    135 NORTH GRAND AVENUE
    LOS ANGELES,CA90012     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    LOS ANGELES REGIONAL FOOD BANK
    1734 EAST 4TH STREET
    LOS ANGELES,CA90058     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    LOS ANGELES FIRE DEPARTMENT FOUNDATION
    1700 STADIUM WAY SUITE 100
    LOS ANGELES,CA90012     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    LOYOLA HIGH SCHOOL
    1901 VENICE BLVD
    LOS ANGELES,CA90099     		  501(C)(3) CLASS OF 1973 FUNDRAISING 20,000
    LOYOLA LAW SCHOOL
    919 ALBANY STREET
    LOS ANGELES,CA90015     		  501(C)(3) GENERAL, PROJECT FOR THE INNOCENT 20,000
    MAYO CLINIC
    PO BOX 450
    ALBERT LEA,MN56007     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    MEALS ON WHEELS - WEST
    1823-A MICHIGAN AVENUE
    SANTA MONICA,CA90404     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    MED SHARE INTERNATIONAL
    3240 CLIFTON SPRINGS ROAD
    DECATUR,GA30034     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    MEMORIAL SLOAN KETTERING CANCER CENTER
    PO BOX 5028
    HAGERSTOWN,MD21741     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    MEND - MEET EACH NEED WITH DIGNITY
    10641 N SAN FERNANDO ROAD
    PACOIMA,CA91331     		  501(C)(3) CHARITABLE DONATION 2022 20,000
    MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
    PO BOX 4777
    NEW YORK,NY10163     		  501(C)(3) CHARITABLE DONATION 2022 20,000
    MORRIS ANIMAL FOUNDATION
    720 SOUTH COLORADO BLVD SUITE 174A
    DENVER,CO80246     		  501(C)(3) CHARITABLE DONATION 2022 1,000
    MUSIC CENTER FOUNDATION
    135 N GRAND AVENUE
    LOS ANGELES,CA90012     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    MY FRIEND'S PLACE
    PO BOX 3867
    HOLLYWOOD,CA90078     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    NATIONAL ALLIANCE ON MENTAL ILLNESS
    4301 WILSON BLVD SUITE 300
    ARLINGTON,VA22203     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH STREET NW SUITE 700
    WASHINGTON,DC20001     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    NATIONAL WILDLIFE FOUNDATION
    11100 WILDLIFE CENTER DR
    RESTON,VA20190     		  501(C)(3) #SAVELACOUGARS CAMPAIGN 20,000
    NEW CAMALDOLI HERMITAGE
    62475 HIGHWAY 1
    BIG SUR,CA93920     		  501(C)(3) CHARITABLE DONATION 2022 35,000
    OCCIDENTAL COLLEGE
    1600 CAMPUS ROAD M-34
    LOS ANGELES,CA90041     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    PACIFIC CLINICS
    800 S SANTA ANITA AVENUE
    ARCADIA,CA91006     		  501(C)(3) HOLLYGROVE PROGRAM FOR KIDS IN HOLLYWOOD 25,000
    PBS SO CAL (KOCE-TV)
    PO BOX 25113
    SANTA ANA,CA92799     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    THE PEOPLE CONCERN
    526 SAN PEDRO STREET
    LOS ANGELES,CA90013     		  501(C)(3) MATCHING FOR K-9 PROGRAM 30,000
    PET PARTNERS
    345 118TH AVE SE SUITE 200
    BELLEVUE,WA98005     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    PIH HEALTH
    12401 WASHINGTON BLVD
    WHITTIER,CA90602     		  501(C)(3) PHGSH 3D MAMMOGRAPHY UNIT 25,000
    PROJECT PRAKASH
    955 MASSACHUSETTS AVE 351
    CAMBRIDGE,MA02139     		  501(C)(3) CHARITABLE DONATION 2022 35,000
    PROVIDENCE SAINT JOSEPH FOUNDATION
    501 S BUENA VISTA STREET
    BURBANK,CA91505     		  501(C)(3) CHARITABLE DONATION 2022 105,000
    PROVIDENCE TARZANA FOUNDATION
    18321 CLARK STREET
    TARZANA,CA91356     		  501(C)(3) CHARITABLE DONATION 2022 100,000
    RAND
    1776 MAIN STREET
    SANTA MONICA,CA90407     		  501(C)(3) CHARITABLE DONATION 2022 1,000
    SALVATION ARMY
    16941 KEEGAN AVE
    CARSON,CA90746     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    SAN FERNANDO VALLEY RESCUE MISSION
    PO BOX 8073
    VAN NUYS,CA91409     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    SANTA CLARA UNIVERSITY-MARK
    500 EL CAMINO REAL
    SANTA CLARA,CA95053     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    SIKH COALITION
    50 BROAD STREET SUITE 504
    NEW YORK,NY10004     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    SALDEF- SIKH AMERICAN LEGAL DEFENSE AND EDUCATION FUND
    1050 CONNECTICUT AVE NW SUITE 500
    WASHINGTON,DC20036     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    SMILE TRAIN
    PO BOX 96246
    WASHINGTON,DC20090     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    SMITHSONIAN INSTITUTION
    PO BOX 9016
    PITTSFIELD,MA01202     		  501(C)(3) CHARITABLE DONATION 2022 7,500
    SOS CHILDREN'S VILLAGES
    1620 I STREET NW SUITE 900
    WASHINGTON,DC20006     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    SPCA - LA - LOS ANGELES
    5026 WEST JEFFERSON BLVD
    LOS ANGELES,CA90016     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    ST BERNARDINE OF SIENA
    6061 VALLEY CIRCLE BLVD
    WOODLAND HILLS,CA91367     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    ST JOSEPH'S CENTER
    204 HAMPTON DRIVE
    VENICE,CA90291     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		  501(C)(3) CHARITABLE DONATION 2022 20,000
    ST MONICA'S CATHOLIC CHURCH
    725 CALIFORNIA AVENUE
    SANTA MONICA,CA90403     		  501(C)(3) CHARITABLE DONATION 2022 15,000
    ST ROBERT'S CENTER
    211 3RD AVE
    VENICE,CA90291     		  501(C)(3) SATURDAY FOOD PROGRAM 5,000
    ST VINCENT DE PAUL SOCIETY
    209 E LOMITA AVENUE
    GLENDALE,CA91205     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    ST VINCENT'S MEALS ON WHEELS
    2303 MIRAMAR STREET
    LOS ANGELES,CA90057     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    SURFRIDER FOUNDATION
    PO BOX 73550
    SAN CLEMENTE,CA92673     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    TARZANA TREATMENT CENTERS INC
    18646 OXNARD ST
    TARZANA,CA91356     		  501(C)(3) CHARITABLE DONATION 2022 3,000
    TOGETHER IN MISSION
    3424 WILSHIRE BLVD FLOOR 2
    LOS ANGELES,CA90010     		  501(C)(3) BLESSED SACRAMENT 500
    UNITED WAY
    1150 S OLIVE STREET SUITE T500
    LOS ANGELES,CA90015     		  501(C)(3) CREATING PATHWAYS OUT OF POVERTY FUND 20,000
    UCLA DEPARTMENT OF NEUROSURGERY
    BOX 957436
    LOS ANGELES,CA90095     		  501(C)(3) GRANTS 20,000
    UCLA FOUNDATION
    10889 WILSHIRE BLVD 1500
    LOS ANGELES,CA90024     		  501(C)(3) HOMELESS HEALTHCARE 10,000
    US VETS
    800 W 6TH STREET
    LOS ANGELES,CA90017     		  501(C)(3) CHARITABLE DONATION 2022 10,000
    UNICEF USA
    125 MAIDEN LANE
    NEW YORK,NY10038     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    VERBUM DEI HIGH SCHOOL
    11100 S CENTRAL AVE
    LOS ANGELES,CA90059     		  501(C)(3) SCHOLARSHIPS 20,000
    VOLUNTEERS OF AMERICA
    3600 WILSHIRE BOULEVARD ROOM 1500
    LOS ANGELES,CA90010     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    WESTSIDE FOOD BANK
    1710 22ND STREET
    SANTA MONICA,CA90404     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    WOLF CONNECTION (SPRING OF EVOLUTION)
    3632 SMITH AVE 504
    ACTON,CA93510     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    WORLD WILDLIFE FUND
    PO BOX 98127
    WASHINGTON,DC20090     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758516
    TOPEKA,KS66675     		  501(C)(3) CHARITABLE DONATION 2022 5,000
    WORLD VISION
    PO BOX 70220
    TACOMA,WA98481     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    YOSEMITE CONSERVANCY
    101 MONTGOMERY STREET SUITE 1700
    SAN FRANCISCO,CA94104     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    LOS ANGELES ART ASSOCIATION
    825 N LA CIENEGA BLVD
    LOS ANGELES,CA90069     		  501(C)(3) CHARITABLE DONATION 2022 2,000
    Total .................................bullet 3a 1,919,000
    bApproved for future payment
    PROVIDENCE TARZANA FOUNDATION
    18321 CLARK STREET
    TARZANA,CA91356     		  501(C)(3) CHARITABLE DONATION 300,000
    Total .................................bullet 3b 300,000
    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 -260,838  
    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 1,060,052 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,060,052
    (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 SIKAND FOUNDATION
    EIN:
    95-4109267
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 14,700 7,350   7,350

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE SIKAND FOUNDATION
    EIN:
    95-4109267
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA - DEBT SECURITIES 4,809,105 4,536,919

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE SIKAND FOUNDATION
    EIN:
    95-4109267
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA - EQUITY SECURITIES 17,820,032 21,282,708

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE SIKAND FOUNDATION
    EIN:
    95-4109267
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BANK OF AMERICA - HEDGE FUNDS AT COST 950,000 1,111,249
    BANK OF AMERICA - PRIVATE EQUITY AT COST 1,759,618 2,287,021
    BANK OF AMERICA - REAL ESTATE AT COST 80,615 241,359
    BANK OF AMERICA - TANGIBLE ASSETS AT COST 1,029,630 1,055,963

    TY 2021 LegalFeesSchedule
    Name:
    THE SIKAND FOUNDATION
    EIN:
    95-4109267
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 21,560 10,780   10,780


    TY 2021 OtherDecreasesSchedule
    Name:
    THE SIKAND FOUNDATION
    EIN:
    95-4109267
    Description Amount
    BASIS ADJUSTMENTS 213,057
    PRIOR PERIOD ADJUSTMENT 545,219


    TY 2021 OtherExpensesSchedule
    Name:
    THE SIKAND FOUNDATION
    EIN:
    95-4109267
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 826 0   826
    2020 EXCISE TAX 51,319 0   0
    2021 ESTIMATED TAX PAYMENTS 28,000 0   0
    CA ATTORNEY GENERAL FEE 200 0   200


    TY 2021 OtherIncomeSchedule2
    Name:
    THE SIKAND FOUNDATION
    EIN:
    95-4109267
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 351 351 351
    LITIGATION PROCEEDS 742 742 742
    K-1 OTHER INCOME 407,032 18,581 407,032


    TY 2021 OtherIncreasesSchedule
    Name:
    THE SIKAND FOUNDATION
    EIN:
    95-4109267
    Description Amount
    NONDIVIDEND DISTRIBUTIONS 3,357


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE SIKAND FOUNDATION
    EIN:
    95-4109267
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 142,120 142,120   0


    TY 2021 TaxesSchedule
    Name:
    THE SIKAND FOUNDATION
    EIN:
    95-4109267
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAXES 7,707 0   7,707
    FOREIGN TAXES 30,365 30,365   0