Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE DAVID GEFFEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)12011 SAN VICENTE BLVD SUITE 606
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA900494926
A Employer identification number

95-4085811
B Telephone number (see instructions)

(310) 581-5900
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$482,219,448J 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) 30,569,530
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 19,853,564 19,853,564  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 25,851,253
b Gross sales price for all assets on line 6a 167,899,189
7 Capital gain net income (from Part IV, line 2)... 25,851,253
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
List of Attached Documents:
// Content
-3,448,876 -2,629,604 0
12 Total. Add lines 1 through 11........ 72,825,471 43,075,213 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 459,605 229,802 0 229,802
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 64,635 32,317 0 32,317
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
28,229 14,115 0 14,115
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
77,500 77,500 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
132,756 132,756 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,013,000 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 15,449 0 0 15,449
22 Printing and publications.......... 498 0 0 498
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,748 0 0 20,748
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,812,420 486,490 0 312,929
25 Contributions, gifts, grants paid....... 129,741,899 129,741,899
26 Total expenses and disbursements. Add lines 24 and 25 131,554,319 486,490 0 130,054,828
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -58,728,848
b Net investment income (if negative, enter -0-) 42,588,723
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 89,326 222,691 222,691
2 Savings and temporary cash investments......... 28,327,453 25,231,229 26,241,914
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 34,810,832 Click to see attachment
List of Attached Documents:
// Content
80,841,289 		82,573,265
b Investments—corporate stock (attach schedule)....... 92,499,266 Click to see attachment
List of Attached Documents:
// Content
71,338,837 		72,386,822
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 306,669,494 Click to see attachment
List of Attached Documents:
// Content
260,956,139 		300,794,722
14 Land, buildings, and equipment: basis right arrow34
Less: accumulated depreciation (attach schedule) right arrow   0 Click to see attachment
List of Attached Documents:
// Content
34 		34
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 462,396,371 438,590,219 482,219,448
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 462,396,371 438,590,219
29 Total net assets or fund balances (see instructions)..... 462,396,371 438,590,219
30 Total liabilities and net assets/fund balances (see instructions). 462,396,371 438,590,219
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
462,396,371
2
Enter amount from Part I, line 27a .....................
2
-58,728,848
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
34,922,696
4
Add lines 1, 2, and 3 ..........................
4
438,590,219
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
438,590,219
Form 990-PF (2023)
Form 990-PF (2023)
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 A-GRADE HOLDINGS, LLC P 2023-01-01 2023-12-31
b AIR MAIL LLC P 2023-01-01 2023-12-31
c CIRCLE 9 P 2023-01-01 2023-12-31
d CLAREMOUNT V ASSOCIATES P 2023-01-01 2023-12-31
e CLAREMOUNT VI ASSOCIATES P 2023-01-01 2023-12-31
COATUE EARLY STAGE FUND LP P 2023-01-01 2023-12-31
HEDOSOPHIA PARTNERS III P 2023-01-01 2023-12-31
ICONIQ STRATEGIC PARTNERS IV-B LP P 2023-01-01 2023-12-31
RAINE VENTURES PARTNERS I P 2023-01-01 2023-12-31
SILVER LAKE PARTNERS V DE (AIV III) P 2023-01-01 2023-12-31
SILVER LAKE PARTNERS V DE (AIV) P 2023-01-01 2023-12-31
TCV IX (A) L.P. P 2023-01-01 2023-12-31
THE CHILDREN'S INVESTMENT FUND P 2023-01-01 2023-12-31
TQ VENTURES II P 2023-01-01 2023-12-31
MORGAN STANLEY P 2023-01-01 2023-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 19,706     19,706
b     17,990 -17,990
c     134,100 -134,100
d 25,738     25,738
e     6,283 -6,283
10,629     10,629
    85,934 -85,934
12,264     12,264
108,825     108,825
    16 -16
1,632,675     1,632,675
1,254,408     1,254,408
11,528,352     11,528,352
    152,046 -152,046
153,306,592   141,651,567 11,655,025
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       19,706
b       -17,990
c       -134,100
d       25,738
e       -6,283
      10,629
      -85,934
      12,264
      108,825
      -16
      1,632,675
      1,254,408
      11,528,352
      -152,046
      11,655,025
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 25,851,253
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 591,983
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........................... 3 591,983
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- ..... 5 591,983
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,094,172
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 1,094,172
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 502,189
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow502,189 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowRICHARD SHERMAN Telephone no.right arrow (310) 581-5900

Located atright arrow12011 SAN VICENTE BLVD STE 606LOS ANGELESCA ZIP+4right arrow900494926
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
DAVID GEFFEN TRUSTEE
1.00 		0 0 0
12011 SAN VICENTE BLVD SUITE 606
LOS ANGELES,CA900494926
J DALLAS DISHMAN EXECUTIVE DIRECTOR
40.00 		459,605 64,635 0
12011 SAN VICENTE BLVD SUITE 606
LOS ANGELES,CA900494926
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
MORGAN STANLEY INVESTMENT FEES 132,756
1999 AVE OF THE STARS SUIRE 2400
LOS ANGELES,CA90067
PWC US TAX LLP ACCOUNTING FEES 47,000
405 HOWARD ST SUITE 600
SAN FRANCISCO,CA94195
Total number of others receiving over $50,000 for professional services.............right arrow0
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 NONE 0
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 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
143,770,114
b
Average of monthly cash balances.......................
1b
18,769,548
c
Fair market value of all other assets (see instructions)................
1c
300,644,723
d
Total (add lines 1a, b, and c).........................
1d
463,184,385
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
463,184,385
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,947,766
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
456,236,619
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
22,811,831
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
22,811,831
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
591,983
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
591,983
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
22,219,848
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
22,219,848
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
22,219,848
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
130,054,828
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
130,054,828
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 22,219,848
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 12,931,633
b From 2019...... 14,062,890
c From 2020...... 28,635,492
d From 2021...... 72,765,300
e From 2022...... 63,082,630
f Total of lines 3a through e ........ 191,477,945
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 130,054,828
a Applied to 2022, 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 2023 distributable amount..... 22,219,848
e Remaining amount distributed out of corpus 107,834,980
5 Excess distributions carryover applied to 2023. 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 5 299,312,925
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		12,931,633
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		286,381,292
10 Analysis of line 9:
a Excess from 2019.... 14,062,890
b Excess from 2020.... 28,635,492
c Excess from 2021.... 72,765,300
d Excess from 2022.... 63,082,630
e Excess from 2023.... 107,834,980
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
DAVID GEFFEN
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 right arrow
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 (2023)
Form 990-PF (2023)
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

ACADEMY FOUNDATION

5900 WILSHIRE BLVD
LOS ANGELES,CA90036 		NONE PC GENERAL SUPPORT 5,000,000

ACLU FOUNDATION OF SOUTHERN CALIFORNIA

1313 WEST EIGHT STREET
LOS ANGELES,CA90017 		NONE PC GENERAL SUPPORT 2,000

ACTORS' FUND OF AMERICA

729 SEVENTH AVE
NEW YORK,NY10019 		NONE PC GENERAL SUPPORT 5,000

ALGEMEINER INC

208 E 51ST STREET
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT 5,000

ALI FORNEY CENTER

307 WEST 38TH STREET
NEW YORK,NY11018 		NONE PC GENERAL SUPPORT 5,000

AMERICAN CINEMATHEQUE

MANN PRODUCTIONS
LOS ANGELES,CA90049 		NONE PC GENERAL SUPPORT 6,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 WEST 36TH STREET
NEW YORK,NY100189784 		NONE PC GENERAL SUPPORT 150,000

AMERICAN FRIENDS OF SOROKA MEDICAL CENTER

PO BOX 184-H
SCARSDALE,NY10583 		NONE PC GENERAL SUPPORT 150,000

AMERICAN FRIENDS OF THE ISRAEL SPORTS CENTER FOR THE DISABLED

ONE NORTHFIELD PLAZA SUITE 300
DEERFIELD,IL60093 		NONE PC GENERAL SUPPORT 5,000

AMERICAN THEATRE WING

230 WEST 41ST STREET
NEW YORK,NY10036 		NONE PC GENERAL SUPPORT 5,000

ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION

290 KING OF PRUSSIA ROAD
RADNOR,PA19087 		NONE PC GENERAL SUPPORT 1,000,000

BET TZEDEK

3250 WILSHIRE BLVD
LOS ANGELES,CA90010 		NONE PC GENERAL SUPPORT 5,000

BEVERLY HILLS FIREMAN'S RELIEF FUND

269 SOUTH BEVERLY DRIVE
BEVERLY HILLS,CA90212 		NONE PC GENERAL SUPPORT 5,000

BEVERLY HILLS POLICE OFFICERS ASSOCIATION

9663 SANTA MONICA BLVD
BEVERLY HILLS,CA90210 		NONE PC GENERAL SUPPORT 5,000

BREAST CANCER RESEARCH FOUNDATION

25 WEST 43RD STREET
NEW YORK,NY10036 		NONE PC GENERAL SUPPORT 10,000

BREAST CANCER RESEARCH FOUNDATION

THE JAMES GROUP
PASADENA,CA90010 		NONE PC GENERAL SUPPORT 5,000

BRIGHAM AND WOMEN'S HOSPITAL

263 HUNTINGTON AVENUE
BOSTON,MA021154506 		NONE PC GENERAL SUPPORT 5,000

BROADWAY CARESEQUITY FIGHTS AIDS

BROADWAY BARES STRIPATHON
NEW YORK,NY10036 		NONE PC GENERAL SUPPORT 1,000

BUCKS ROCK CAMP

59 BUCKS ROCK ROAD
NEW MILFORD,CT06776 		NONE PC GENERAL SUPPORT 24,000

CALIFORNIA-HAWAII ELKS MAJOR PROJECTS INC

8025 WEST MANCHESTER AVENUE
PLAYA DEL REY,CA90293 		NONE PC GENERAL SUPPORT 5,000

CHILDREN'S ACTION NETWORK

CHILDRENS ACTION NETWORK
LOS ANGELES,CA90064 		NONE PC GENERAL SUPPORT 5,000

CHRYSALIS

522 S MAIN STREET
LOS ANGELES,CA90013 		NONE PC GENERAL SUPPORT 15,000

CITY OF HOPE

1500 E DUARTE RD
DUARTE,CA91010 		NONE PC GENERAL SUPPORT 10,000

CITY YEAR

606 S OLIVE STREET
LOS ANGELES,CA90014 		NONE PC GENERAL SUPPORT 25,000

COLUMBIA UNIVERSITY

OFFICE OF ALUMNI AND DEVELOPMENT
NEW YORK,NY10025 		NONE PC GENERAL SUPPORT 8,333,333

CROHN'S & COLITIS FOUNDATION

733 THIRD AVENUE
NEW YORK,NY10017 		NONE PC GENERAL SUPPORT 2,500

DOE FUND THE

345 E 102ND STREET
NEW YORK,NY10029 		NONE PC GENERAL SUPPORT 10,000

DOWNTOWN WOMEN'S CENTER

442 S SAN PEDRO STREET
LOS ANGELES,CA90013 		NONE PC GENERAL SUPPORT 10,000

EARTH LEAGUE INTERNATIONAL

PO BOX 661623
LOS ANGELES,CA90066 		NONE PC GENERAL SUPPORT 5,000

ELTON JOHN AIDS FOUNDATION

584 BROADWAY
NEW YORK,NY10012 		NONE PC GENERAL SUPPORT 1,000,000

ENCORPS STEM TEACHERS PROGRAM

608 MEYER LANE SUITE 24B
REDONDO BEACH,CA90278 		NONE PC GENERAL SUPPORT 25,000

FEMINIST MAJORITY FOUNDATION

433 S BEVERLY DR
BEVERLY HILLS,CA90212 		NONE PC GENERAL SUPPORT 5,000

FOOD FORWARD

7412 FULTON AVENUE
NORTH HOLLYWOOD,CA91605 		NONE PC GENERAL SUPPORT 10,000

FOUNDATION FOR CONTEMPORARY PERFORMANCE ARTS

820 GREENWHICH ST
NEW YORK,NY10014 		NONE PC GENERAL SUPPORT 10,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		NONE PC GENERAL SUPPORT 250,000

FRIENDS OF UNITED HATZALAH INC

442 5TH AVE SUITE 1866
NEW YORK,NY10018 		NONE PC GENERAL SUPPORT 150,000

GLAAD

5455 WILSHIRE BLVD
LOS ANGELES,CA90036 		NONE PC GENERAL SUPPORT 25,000

GREENWAY ARTS ALLIANCE

544 NORTH FAIRFAX AVENUE
LOS ANGELES,CA90036 		NONE PC GENERAL SUPPORT 5,000

HETRICK-MARTIN INSTITUTE

2 ASTOR PLACE
NEW YORK,NY100036998 		NONE PC GENERAL SUPPORT 25,000

HILLEL AT UCLA

574 HILGARD AVENUE
LOS ANGELES,CA90024 		NONE PC GENERAL SUPPORT 50,000

HOMELESS NOT TOOTHLESS

11980 SAN VICENTE BLVD
BRENTWOOD,CA90049 		NONE PC GENERAL SUPPORT 10,000

HOUSING WORKS

57 WILLOUGHBY STREET
BROOKLYN,NY11201 		NONE PC GENERAL SUPPORT 10,000

HUMAN RIGHTS CAMPAIGN FOUNDATION

1640 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT 5,000

JEWISH FAMILY SERVICES OF LOS ANGELES

330 N FAIRFAX AVENUE
LOS ANGELES,CA90036 		NONE PC GENERAL SUPPORT 10,000

JEWISH HEALING AND HOSPICE CENTER OF LOS ANGELES

10573 W PICO BLVD 850
LOS ANGELES,CA90064 		NONE PC GENERAL SUPPORT 20,000

JEWISH NATIONAL FUND

78 RANDALL AVENUE
ROCKVILLE CTR,NY11570 		NONE PC GENERAL SUPPORT 100,000

LA COUNTY MUSEUM OF ART

5905 WILSHIRE BLVD
LOS ANGELES,CA90036 		NONE PC GENERAL SUPPORT 50,000,000

LAMBDA LEGAL DEFENSEEDUC FND

120 WALL STREET
NEW YORK,NY100053919 		NONE PC GENERAL SUPPORT 50,000

LAUREL FOUNDATION

75 SOUTH GRAND AVENUE
PASADENA,CA91105 		NONE PC GENERAL SUPPORT 5,000

LIBERTY HILL FOUNDATION

1001 WILSHIRE BLVD
LOS ANGELES,CA90017 		NONE PC GENERAL SUPPORT 5,000

LOS ANGELES COUNTY POLICE CANINE ASSOCIATION

1223 WILSHIRE BLVD
SANTA MONICA,CA90403 		NONE PC GENERAL SUPPORT 5,000

LOS ANGELES MUSEUM OF THE HOLOCAUST

100 S THE GROVE DRIVE
LOS ANGELES,CA90036 		NONE PC GENERAL SUPPORT 5,000

MUSEUM OF MODERN ART

11 WEST 53RD STREET
NEW YORK,NY100195498 		NONE PC GENERAL SUPPORT 30,000,000

NATIONAL BREAST CANCER COALITION

THE ALLISON JACKSON COMPANY
LOS ANGELES,CA90069 		NONE PC GENERAL SUPPORT 5,000

NATIONAL LIBRARY OF ISRAEL USA

25 WEST 45TH STREET
NEW YORK,NY10036 		NONE PC GENERAL SUPPORT 700,000

NATIONAL QUEER THEATER

138 SOUTH OXFORD STREET
BROOKLYN,NY11217 		NONE PC GENERAL SUPPORT 5,000

NEW JEWISH HOME

DEVELOPMENT OFFICE
NEW YORK,NY10025 		NONE PC GENERAL SUPPORT 5,000

NEW YORK LANDMARKS CONSERVANCY

ONE WHITEHALL STREET
NEW YORK,NY100042127 		NONE PC GENERAL SUPPORT 3,000

NEW YORK PUBLIC LIBRARY

270 MADISON AVENUE
NEW YORK,NY10006 		NONE PC GENERAL SUPPORT 25,000

NEW YORK PUBLIC LIBRARY

270 MADISON AVENUE
NEW YORK,NY10016 		NONE PC GENERAL SUPPORT 5,000

NEW YORK RESTORATION PROJECT

254 WEST 31ST STREET
NEW YORK,NY10001 		NONE PC GENERAL SUPPORT 15,000

PEN AMERICA

588 BROADWAY
NEW YORK,NY10012 		NONE PC GENERAL SUPPORT 7,500

PEOPLE FOR THE AMERICAN WAY

1101 15TH STREET NW
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT 20,000

PROJECT ANGEL FOOD

922 VINE STREET
LOS ANGELES,CA90038 		NONE PC GENERAL SUPPORT 15,000

RACE TO ERASE MS

1875 CENTURY PARK EAST
LOS ANGELES,CA90067 		NONE PC GENERAL SUPPORT 2,000

ROCK AND ROLL HALL OF FAME AND MUSEUM

EVENT ASSOCIATES
NEW YORK,NY10019 		NONE PC GENERAL SUPPORT 10,000

ROUNDABOUT THEATRE COMPANY

231 WEST 39TH STREET
NEW YORK,NY10018 		NONE PC GENERAL SUPPORT 2,000

SABAN COMMUNITY CLINIC

8405 BEVERLY BLVD
LOS ANGELES,CA900483476 		NONE PC GENERAL SUPPORT 1,500

SAFE HORIZON

2 LAFAYETTE STREET
NEW YORK,NY10007 		NONE PC GENERAL SUPPORT 20,000

SAFE SPACE PICTURES FOUNDATION

9963 ROBBINS DRIVE
BEVERLY HILLS,CA90212 		NONE PC GENERAL SUPPORT 25,000

SIMON WIESENTHAL CENTER

1399 SOUTH ROXBURY DRIVE
LOS ANGELES,CA90035 		NONE PC GENERAL SUPPORT 25,000

SONGWRITERS HALL OF FAME

BUCKLEY HALL EVENTS
KATONAH,NY10536 		NONE PC GENERAL SUPPORT 5,000

ST JOSEPH CENTER

204 HAMPTON DRIVE
VENICE,CA902912623 		NONE PC GENERAL SUPPORT 5,000

SUCCESS ACADEMY CHARTER SCHOOLS

95 PINE STREET
NEW YORK,NY10005 		NONE PC GENERAL SUPPORT 100,000

THE MESERVE-KUNHARDT FOUNDATION THE GORDON PARKS FOUNDATION

48 WHELLER AVENUE
PLEASANTVILLE,NY10570 		NONE PC GENERAL SUPPORT 7,500

THEATER HALL OF FAME

353 W 56TH STREET
NEW YORK,NY10019 		NONE PC GENERAL SUPPORT 1,000

UCLA FOUNDATION (GEFFEN PLAYHOUSE)

10886 LECONTE AVENUE
LOS ANGELES,CA90024 		NONE PC GENERAL SUPPORT 300,000

UCLA FOUNDATION

10920 WILSHIRE BLVD
LOS ANGELES,CA90024 		NONE PC GENERAL SUPPORT 15,771,566

VIDA SCHOOL THE

29940 TRIUNFO DRIVE
AGOURA HILLS,CA91301 		NONE PC GENERAL SUPPORT 1,000

WEST HOLLYWOOD COMMUNITY HOUSING CORPORATION

7530 SANTA MONICA BLVD SUITE 1
WEST HOLLYWOOD,CA900466407 		NONE PC GENERAL SUPPORT 10,000

WIKIMEDIA FOUNDATION

PO BOX 98204
WASHINGTON,DC200908204 		NONE PC GENERAL SUPPORT 1,000

WORLD JEWISH CONGRESS AMERICAN SECTION

501 MADISON AVENUE
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT 20,000

WORLD JEWISH CONGRESS AMERICAN SECTION

501 MADISON AVENUE
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT 130,000

XAVIER MISSION

55 WEST 15TH STREET
NEW YORK,NY10011 		NONE PC GENERAL SUPPORT 5,000

YALE UNIVERSITY

OFFICE OF DEVELOPMENT
NEW HAVEN,CT065030803 		NONE PC GENERAL SUPPORT 15,000,000

YOUNG EISNER SCHOLARS

PO BOX 3085
INGLEWOOD,CA90304 		NONE PC GENERAL SUPPORT 900,000
Total .................................right arrow 3a 129,741,899
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14    
4 Dividends and interest from securities ....     14 19,853,564  
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 25,851,253  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aA-GRADE HOLDINGS, LLC 		    14 -10,945  
bTICP CLO PARTNERS II     14 -14,860  
cTCV IX (A) L.P. 523000 -76,001 14 -330,682  
dSILVER LAKE PARTNERS V DE (AIV VI)     14 -113  
eSILVER LAKE PARTNERS V DE (AIV)     14 -1,100  
fSILVER LAKE PARTNERS V DE (AIV) MARQUEE     14 -37  
gSILVER LAKE PARTNERS V DE (AIV V) 523000   14    
hSILVER LAKE PARTNERS V DE (AIV IV) 523000 -127,457 14 -1,304  
iSILVER LAKE PARTNERS V DE (AIV III) 523000 -10,022 14 -3,361  
jSILVER LAKE PARTNERS V DE (AIV II) 523000 -20,666 14 -15,819  
kSILVER LAKE PARTNERS V CAYMAN     14 49,146  
lSILVER LAKE PARTNERS V     14 -146,335  
mRAINE VENTURES PARTNERS I     14 -22,791  
nTQ RO III SPV, LLC     14 -42  
oICONIQ STRATEGIC PARTNERS IV-B LP     14 -40,966  
pHS INVESTMENT NA15 LP     14 -20,933  
qHS INVESTMENT EU 13 L.P     14    
rHS INVESTMENT AP15 L.P     14 -15,908  
sHEDOSOPHIA PARTNERS III     14 -213,854  
tCOATUE EARLY STAGE FUND LP     14 -22,681  
12 Subtotal. Add columns (b), (d), and (e) .. -819,272 43,075,213 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
42,255,941
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE DAVID GEFFEN FOUNDATION
 
Employer identification number

95-4085811
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE DAVID GEFFEN FOUNDATION
  		Employer identification number
95-4085811
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DAVID GEFFEN
12011 SAN VICENTE BLVD SUITE 606
 
LOS ANGELES, CA90049

$ 30,569,530


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE DAVID GEFFEN FOUNDATION
  		Employer identification number

95-4085811
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 STOCKS $ 30,569,530  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE DAVID GEFFEN FOUNDATION
  		Employer identification number

95-4085811
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE DAVID GEFFEN FOUNDATION
EIN:
95-4085811
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PWC US TAX LLP 47,000 47,000 0 0
SOTOMAYER & ASSOCIATE 30,500 30,500 0 0

TY 2023 AllOthProgRltdInvestmentsSch
Name:
THE DAVID GEFFEN FOUNDATION
EIN:
95-4085811
Category Amount
NONE 0

TY 2023 InvestmentsCorpStockSchedule
Name:
THE DAVID GEFFEN FOUNDATION
EIN:
95-4085811
Name of Stock End of Year Book Value End of Year Fair Market Value
MORGAN STANLEY 71,338,837 72,386,822

TY 2023 InvestmentsGovtObligationsSch
Name:
THE DAVID GEFFEN FOUNDATION
EIN:
95-4085811
US Government Securities - End of Year Book Value:

80,841,289
US Government Securities - End of Year Fair Market Value:

82,573,265
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE DAVID GEFFEN FOUNDATION
EIN:
95-4085811
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AG ASIA REALTY FUND AT COST 10,716,408 2,875,884
AG DLI LP AT COST 9,642,643 287,296
AG EUROPE REALITY HOLDINGS AT COST 4,274,800 151,622
A-GRADE HOLDINGS, LLC AT COST 509,717 1,164,477
APOLLO EUROPEAN PRINCIPAL AT COST 9,729,219 368,525
BLACKSTONE TOTAL ALTERNATIVES AT COST 11,390,267 14,894,481
CIRCLE 9 AT COST 0 416,316
CITADEL GLOBAL EQUITIES AT COST 16,855,335 23,025,709
CLAREMOUNT V ASSCIATES AT COST 941,485 2,409,795
CLAREMOUNT VI ASSOCIATES, LP AT COST 1,880,358 4,654,457
COATUE EARLY STAGE FUND LP AT COST 1,888,763 4,067,214
COATUE KONA III AT COST 15,263,713 25,596,193
COATUE OFFSHORE FUND LTD AT COST 0 2,396,217
D1 CAPITAL PARTNERS OFFSHORE LP AT COST 25,000,000 42,275,006
DORCHESTER CAPITAL AT COST 15,730,105 4,495,848
HEDOSOPHIA PARTNERS III AT COST 8,897,035 11,784,471
HS INVESTMENTS AP15 LP AT COST 748,897 1,711,010
HS INVESTMENTS NA15, LP AT COST 982,552 1,181,815
ICONIQ STRATEGIC PARTNERS AT COST 1,726,014 3,011,710
MAPLELANE OFFSHORE FUND AT COST 25,000,000 30,332,950
NU-PULSE AT COST 5,499,401 5,499,401
NZC GUGGENHEIM AT COST 0 1,514,612
OAKTREE GLOBAL CREDIT AT COST 25,000,000 30,073,030
OREI FUND AT COST 2,891,451 2,731,257
RAINE VENTURES PARTNERS I AT COST 871,673 962,576
SILVER LAKE PARTNERS V AT COST 13,263,338 19,905,570
SKYE GLOBAL FUND, LTD. AT COST 5,000,000 4,371,697
TCV IX (A) L.P. AT COST 12,250,847 17,195,243
THIRD POINT OFFSHORE FUND AT COST 25,000,000 12,435,285
TICP CLO PARTNERS AT COST 1,939,804 5,352,062
TIGER GLOBAL AT COST 4,774,096 13,334,258
TQ RO III SPV LLC AT COST 999,447 1,229,652
TQ VENTURES II LP AT COST 1,704,529 3,008,949
DOUBLE CRYPTO AT COST 150,000 150,000
BTG HOLDINGS AT COST 434,242 0
RAINE VENTURE PARTNER II AT COST 0 5,930,134

TY 2023 LandEtcSchedule2
Name:
THE DAVID GEFFEN FOUNDATION
EIN:
95-4085811
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE FURNITURE 3,127 3,127 0  
OFFICE FURNITURE 2,544 2,544 0  
FAX MACHINE 690 690 0  
AUDIO/VISUAL EQUIP 738 738 0  
OFFICE FURNITURE 363 363 0  
COMPUTERS 5,629 5,629 0  
OFFICE FURNITURE 8,194 8,194 0  
OFFICE FURNITURE 752 752 0  
OFFICE FURNITURE 2,601 2,601 0  


TY 2023 LegalFeesSchedule
Name:
THE DAVID GEFFEN FOUNDATION
EIN:
95-4085811
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LOEB & LOEB 27,354 13,677 0 13,677
NASS LAW GROUP, LLP 875 438 0 438


TY 2023 OtherExpensesSchedule
Name:
THE DAVID GEFFEN FOUNDATION
EIN:
95-4085811
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES & EXPENSES 3,412 0 0 3,412
POSTAGE 150 0 0 150
MEALS & ENTERTAINMENT 6,867 0 0 6,867
FEES 1,620 0 0 1,620
INTEREST 0 0 0 0
TELEPHONE 1,305 0 0 1,305
RESEARCH 2,510 0 0 2,510
MISCELLANEOUS 4,000 0 0 4,000
AUTO EXPENSES 884 0 0 884


TY 2023 OtherIncomeSchedule2
Name:
THE DAVID GEFFEN FOUNDATION
EIN:
95-4085811
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
A-GRADE HOLDINGS, LLC -10,945 -10,945 0
TICP CLO PARTNERS II -14,860 -14,860 0
TCV IX (A) L.P. -406,683 -330,682 0
SILVER LAKE PARTNERS V DE (AIV VI) -113 -113 0
SILVER LAKE PARTNERS V DE (AIV) -1,100 -1,100 0
SILVER LAKE PARTNERS V DE (AIV) MARQUEE -37 -37 0
SILVER LAKE PARTNERS V DE (AIV IV) -128,761 -1,304 0
SILVER LAKE PARTNERS V DE (AIV III) -13,383 -3,361 0
SILVER LAKE PARTNERS V DE (AIV II) -36,485 -15,819 0
SILVER LAKE PARTNERS V CAYMAN 49,146 49,146 0
SILVER LAKE PARTNERS V -146,335 -146,335 0
RAINE VENTURES PARTNERS I -22,791 -22,791 0
TQ RO III SPV, LLC -42 -42 0
ICONIQ STRATEGIC PARTNERS IV-B LP -40,966 -40,966 0
HS INVESTMENT NA15 LP -20,933 -20,933 0
HS INVESTMENT AP15 L.P -15,908 -15,908 0
HEDOSOPHIA PARTNERS III -213,854 -213,854 0
COATUE EARLY STAGE FUND LP -22,681 -22,681 0
CLAREMOUNT VI ASSOCIATES -7,931 -7,931 0
CLAREMOUNT V ASSOCIATES -4,831 -4,831 0
CIRCLE 9 -2,883,607 -2,298,481 0
BLACKSTONE TOTAL ALTERNATIVES 831,109 831,109 0
AIR MAIL LLC -299,705 -299,705 0
OREI FUND, I LP. -11,679 -11,679 0
TQ VENTURES II -30,972 -30,972 0
MISCELLANEOUS INCOME 5,471 5,471 0


TY 2023 OtherIncreasesSchedule
Name:
THE DAVID GEFFEN FOUNDATION
EIN:
95-4085811
Description Amount
PRIOR PERIOD ADJUSTMENT 34,922,696


TY 2023 OtherProfessionalFeesSchedule
Name:
THE DAVID GEFFEN FOUNDATION
EIN:
95-4085811
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 132,756 132,756 0 0


TY 2023 TaxesSchedule
Name:
THE DAVID GEFFEN FOUNDATION
EIN:
95-4085811
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATED TAX PAYMENTS 500,000 0 0 0
FEDERAL TAXES - PY 513,000 0 0 0