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
A-MARK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)530 WILSHIRE BOULEVARD SUITE 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA MONICA, CA904011422
A Employer identification number

95-4621496
B Telephone number (see instructions)

(310) 587-1447
C 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$22,304,330J 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 right arrow.............
3 Interest on savings and temporary cash investments 427,922 427,922  
4 Dividends and interest from securities... 95,550 95,550  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6
b Gross sales price for all assets on line 6a 1,955,006
7 Capital gain net income (from Part IV, line 2)... 6
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
341,389 0  
12 Total. Add lines 1 through 11........ 864,867 523,478  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 308,404 0   292,984
14 Other employee salaries and wages...... 46,212 0   43,901
15 Pension plans, employee benefits....... 28,070 0   26,666
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
895 895   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
71,710 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
181,632 0   70,836
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
27,921 0   24,724
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
List of Attached Documents:
// Content
71,900 0   60,036
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 736,744 895   519,147
25 Contributions, gifts, grants paid....... 543,705 543,705
26 Total expenses and disbursements. Add lines 24 and 25 1,280,449 895   1,062,852
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -415,582
b Net investment income (if negative, enter -0-) 522,583
c Adjusted net income (if negative, enter -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............. 78,364 394,743 394,743
2 Savings and temporary cash investments......... 1,677,161 922,864 922,864
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.......... 408 7,311 7,311
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,491,096 Click to see attachment
List of Attached Documents:
// Content
5,530,891 		5,530,891
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).......... 15,475,110 Click to see attachment
List of Attached Documents:
// Content
15,448,521 		15,448,521
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,722,139 22,304,330 22,304,330
Liabilities 17 Accounts payable and accrued expenses.......... 57,551 61,165
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)......... 57,551 61,165
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 21,664,588 22,243,165
29 Total net assets or fund balances (see instructions)..... 21,664,588 22,243,165
30 Total liabilities and net assets/fund balances (see instructions). 21,722,139 22,304,330
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
21,664,588
2
Enter amount from Part I, line 27a .....................
2
-415,582
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
994,159
4
Add lines 1, 2, and 3 ..........................
4
22,243,165
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
22,243,165
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 245,000 BK OF CHINA/NEW YORK   2022-05-09 2023-05-18
b 245,000 GOLDMAN SACHS BK   2022-03-28 2023-04-06
c 245,000 GOLDMAN SACHS BK   2022-05-09 2023-05-18
d 245,000 SAFTA NATL BK   2022-03-28 2023-04-04
e 0.3 UBS GROUP   2022-01-01 2023-06-23
775,000 US TSY NOTE 00.250%   2022-09-23 2023-09-30
200,000 COMENITY BANK DE US   2022-04-12 2023-04-18
(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 245,000   245,000 0
b 245,000   245,000 0
c 245,000   245,000 0
d 245,000   245,000 0
e 6     6
775,000   775,000 0
200,000   200,000 0
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       0
b       0
c       0
d       0
e       6
      0
      0
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 6
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 7,264
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 7,264
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 7,264
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,600
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,600
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.......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 4,336
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,336 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 arrowWWW.AMARKFOUNDATION.ORG
14
The books are in care ofright arrowROBERT FRCEK Telephone no.right arrow (310) 587-1447

Located atright arrow530 WILSHIRE BLVD SUITE 201SANTA MONICACA ZIP+4right arrow90401
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)
Yes
 
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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
JUSTIN JAMPOL CHAIR
2.00 		0 0 0
530 WILSHIRE BLVD SUITE 201
SANTA MONICA,CA90401
ROBERT FRCEK CFO & SECRETARY
2.00 		0 0 0
530 WILSHIRE BLVD SUITE 201
SANTA MONICA,CA90401
MIKE GATTO DIRECTOR
0.20 		0 0 0
530 WILSHIRE BLVD SUITE 201
SANTA MONICA,CA90401
JEANNIE GORMAN DIRECTOR
0.20 		0 0 0
530 WILSHIRE BLVD SUITE 201
SANTA MONICA,CA90401
STEVEN MARKOFF DIRECTOR
2.00 		0 0 0
530 WILSHIRE BLVD SUITE 201
SANTA MONICA,CA90401
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ROB ESHMAN CEO
40.00 		203,334 25,840 0
530 WILSHIRE BLVD SUITE 201
SANTA MONICA,CA90401
TRACEY DEFRANCESCO VICE PRESIDENT
40.00 		105,070 742 0
530 WILSHIRE BLVD SUITE 201
SANTA MONICA,CA90401
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
NONE
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 GRANT MAKING TO TAX-EXEMPT ORGANIZATIONS . TOTAL OF 66 CONTRIBUTIONS MADE DURING 2023. 529,590
2 NONPARTISAN RESEARCH REGARDING VARIOUS TOPICS OF PUBLIC INTEREST AND PROVIDING THE INFORMATION TO THE PUBLIC, OFTEN IN A SEARCHABLE DATABASE FORMAT. DATABASE TOPICS INCLUDED 9/11, OFFICIAL ANTI-SEMITIC ACTS, 2ND AMENDMENT AND RALPH NADER REPORT PROJECTS. 3,962
3 GRANTS TO INDIVIDUALS TO SUPPORT BOOK PUBLISHING. 14,115
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.........................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
10,313,653
b
Average of monthly cash balances.......................
1b
2,889,308
c
Fair market value of all other assets (see instructions)................
1c
8,620,789
d
Total (add lines 1a, b, and c).........................
1d
21,823,750
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
61,165
3
Subtract line 2 from line 1d.........................
3
21,762,585
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
326,439
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,436,146
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,071,807
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
1,071,807
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,264
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,264
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,064,543
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,064,543
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
1,064,543
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
1,062,852
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
1,062,852
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 1,064,543
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 759,497
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,062,852
a Applied to 2022, but not more than line 2a 759,497
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..... 303,355
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		761,188
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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).)
JUSTIN JAMPOL
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
JOSIAH MESIYIO PETER


NAIROBI - NAMANGA
  KAJIADO00000
KE 		NONE I DONATION TO SCHOOL IN KENYA 300

FOSTER-KATCHA ASSOCIATION FOR EDUCATION

ADIDOGOME 06 BP 61138
    00000
OC 		NONE PC DONATION TO HELP EDUCATE SCHOOL KIDS 10,000

THE WATTS 2 BOSTON FOUNDATION

PO BOX 934
WESTWOOD,MA02090 		NONE PC PROVIDE YOUNG SCHOLARS FROM WATTS, CA RESOURCES AND ACCESSIBILITY TO EDUCATION WHILE HELPING THEM NAVIGATE THEIR PATH TO COLLEGE BY PARTNERING WITH THE LAPD AND OTHER LOCAL ORGANIZATIONS 5,000

THE WATTS 2 BOSTON FOUNDATION

PO BOX 934
WESTWOOD,MA02090 		NONE PC PROVIDE YOUNG SCHOLARS FROM WATTS, CA RESOURCES AND ACCESSIBILITY TO EDUCATION WHILE HELPING THEM NAVIGATE THEIR PATH TO COLLEGE BY PARTNERING WITH THE LAPD AND OTHER LOCAL ORGANIZATIONS - SECOND CONTRIBUTION TO THE WATTS 2 BOSTON FOUNDATION. 5,000

PARTNERS IN SEX EDUCATION

102 LOS ANGELES STREET
NEWTON,MA02458 		NONE PC PROVIDING SEX EDUCATION IN SCHOOLS 10,000

FIRST LOOK MEDIA

114 5TH AVENUE 18TH FLOOR
NEW YORK,NY10011 		NONE PC GRANT 2-4 STORIES ON VENTERANS HEALTH ISSUES; PTSD AMONG MARINES 15,000

PEN AMERICA

588 BROADWAY SUITE 303
NEW YORK,NY10012 		NONE PC GRANT 3 VIDEOS ON BOOK BANNING & EDUCATIONAL CENSORSHIP 15,000

THE AMERICAN FOUNDATION OF SAVOY ORDERS

100 PARK AVENUE SUITE 1653
NEW YORK,NY10017 		NONE PC HELPS INDIVIDUALS IN DEVELOPING COUNTRIES WITH HEALTH CARE 10,000

MICHAEL J FOX FOUNDATION

111 W 33RD STREET 10TH FLOOR
NEW YORK,NY10120 		NONE PC RESEARCH INTO PARKINSON'S DISEASE - ARETI ANGELS PROGRAM 1,500

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY10168 		NONE PC LIFE SAVING CARE TO PEOPLE FELLING CONFLICT AND NATURAL DISASTERS 6,000

KING BAUDOUIN FOUNDATION US

551 FIFTH AVENUE 2400
NEW YORK,NY10176 		NONE PC FOSTERING REFORESTATION IN BRAZIL 5,000

BRENNAN CENTER FOR JUSTICE

120 BROADWAY SUITE 1750
NEW YORK,NY10271 		NONE PC DEFEND THE RIGHT OF EVERY ELIGIBLE CITIZEN TO VOTE; FIGHT FOR FAIR REPRESENTAION IN CITIES AND RURAL AREAS; ENSURE CHECKS AND BALANCES AND THE RULE OF LAW ARE IN PLACE; ABD WORK TO END MASS INCARCERATION NATIONWIDE 10,000

CIVIC GENIUS

75 THRUWAY PARK DRIVE
WEST HENRIETTA,NY14586 		NONE PC GRANT EDITORIAL ON US EXTREMISM AND BELIEF IN CONSPIRACY THEORIES 20,000

AMERICANS FOR SAFE ACCESS FOUNDATION

1629 K STREET NORTHWEST SUITE 300
WASHINGTON,DC20006 		NONE PC GRANT FOR NATIONAL CAMPAIGN TO BUILD SUPPORT FOR PASSAGE OF COMPREHENSIVE FEDERAL MEDICAL CANNABIS LEGISLATION 12,500

ASSOCIAZIONE LAGHITANI NEL MONDO

6911 GILBERT ST
SPRINGFIELD,VA22150 		NONE PC PRESERVES CULTURE & HERITAGE FROM RURAL NORTHERN CALABRIA REGION OF ITALY 3,000

THE TRACE

435 MERCHANT WALK SQUARE SUITE
300-74
CHARLOTTESVILLE,VA22902 		NONE PC GRANT 10 STORIES ON PUBLIC HEALTH DIMENSIONS OF GUN VIOLENCE 25,000

THE WAR HORSE

500 WESTOVER DRIVE 39399
SANFORD,NC27330 		NONE PC GRANT 10 STORIES ON VETERANS HEALTH ISSUES 20,000

WORLD FOOD PROGRAM USA

PO BOX 37239
BOONE,IA50037 		NONE PC FIGHTING HUNGER WORLDWIDE 10,000

PRITZKER MILITARY MUSEUM AND LIBRARY

104 S MICHIGAN AVENUE
CHICAGO,IL60603 		NONE PC STUDIES OF MILITARY HISTORY 10,000

SAVE THE CHILDREN

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825 		NONE PC PROMOTE CHILDREN'S RIGHTS, PROVIDES RELIEF AND HELPS SUPPORT CHILDREN IN DEVELOPING COUNTRIES 3,000

THE 19TH

3571 FAR WEST BLVD 3497
AUSTIN,TX78731 		NONE PC GRANT TO UNDERWRITE 10 STORIES - LGBQ RIGHTS 25,000

THE FIRST TEE OF IDAHO

172 S ACADEMY AVENUE SUITE 160
EAGLE,ID83616 		NONE PC TEACHING LIFE SKILLS TO DISADVANTAGE YOUTH 8,000

ADA COUNTY SHERIFF'S EMPLOYEES' ASSOC

10 LIBERTY STREET SUITE 150
BOISE,ID83704 		NONE PC SHOP WITH A SHERIFF DAY - FOR NEEDY KIDS 3,000

IDAHO HUMANE SOCIETY

4775 W DORMAN STREET
BOISE,ID83705 		NONE PC WELFARE AND CARE OF ANIMALS 3,000

BOISE POLICE ASSOCIATION

PO BOX 44886
BOISE,ID83711 		NONE PC HOLIDAY FOR KIDS WHO HAVE BEEN A VICTIM OF A CRIME 2,000

IDAHO BOTANICAL GARDENS

2355 OLD PENITENTIARY ROAD
BOISE,ID83712 		NONE PC FOR THE DEVELOPMENT OF PUBLIC BOTANICAL GARDENS 2,000

CHILDREN'S HOME SOCIETY OF IDAHO

740 WARM SPRINGS AVENUE
BOISE,ID83712 		NONE PC IMPROVE THE LIVES OF CHILDREN IN BOISE IDAHO 2,000

SPECIAL OLYMPICS IDAHO

199 E 52ND STREET
GARDEN CITY,ID83714 		NONE PC SPORTS TRAINING AND COMPETITION TO DISABLED PERSONS 5,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON ROAD
KANAB,UT84741 		NONE PC WELFARE AND CARE OF ANIMALS 4,250
MAYRA ENRIQUEZ


3500 NIPPER STREET
LAS VEGAS,NV89030 		NONE I NEEDY INDIVIDUAL 3,000

OPERATION PROGRESS

C/O CRISTINA CUELLAR 10221 COMPTON
AVE SUITE 102
LOS ANGELES,CA90002 		NONE PC PROGRAMS FOR UNDERSERVED YOUTH 5,000

TIFFANY ROSE

1244 E 7TH STREET
LOS ANGELES,CA90021 		NONE PC FOOD FOR HOMELESS CONNECT DAY 5/23/23 3,750

THE UCLA FOUNDATION

10889 WILSHIRE BLVD 1100
LOS ANGELES,CA90024 		NONE PC LEWIS CENTER FOR REGIONAL POLICY STUDIES FUND 60602 3,089

BRUCE LEE FOUNDATION

9854 NATIONAL BLVD UNIT 181
LOS ANGELES,CA90034 		NONE PC PROVIDES SERVICES FOR UNDERPRIVILEDGED KIDS 10,000

BRUCE LEE FOUNDATION

9854 NATIONAL BLVD UNIT 181
LOS ANGELES,CA90034 		NONE PC PROVIDES SERVICES FOR UNDERPRIVILEDGED KIDS 20,000

DANCE AND DIALOGUE

200 S BARRINGTON AVE
LOS ANGELES,CA90049 		NONE PC YOUTH OUTREACH THRU DANCE AND DIALOGUE PROGRAMS 5,000

LOS ANGELES MISSION

PO BOX 60127
LOS ANGELES,CA90060 		NONE PC SERVES THE IMMEDIATE AND LONG TERM NEEDS OF HOMELESS AND DISADVANTAGED MEN 6,000

PLAZA COMMUNITY SERVICES

4018 CITY TERRACE DRIVE
LOS ANGELES,CA90063 		NONE PC EARLY EDUCATION & CARE FOR SPECIAL-NEEDS CHILDREN O THE EASTSIDE 3,000

PLAZA COMMUNITY SERVICES

4018 CITY TERRACE DRIVE
LOS ANGELES,CA90063 		NONE PC EARLY EDUCATION & CARE FOR SPECIAL-NEEDS CHILDREN O THE EASTSIDE 5,000

IT'S BIGGER THAN US

818 N DOHENY DR UNIT 601
WEST HOLLYWOOD,CA90069 		NONE PC PROVIDES INCENTIVIZED TRAINING TO LOW INCOME RESIDENTS 20,000

CULVER CITY EDUCATION FOUNDATION

PO BOX 4178
CULVER CITY,CA90231 		NONE PC SUPPORT OF CHILDREN K-12 PROGRAMS 10,000

PEPPERDINE UNIVERSITY

24255 PACIFIC COAST HWY TAC 336
MALIBU,CA90263 		NONE PC RESEARCH ALMA BACKYARD GARDENS URBAN FARM MODEL 1,600

PEPPERDINE UNIVERSITY

24255 PACIFIC COAST HWY TAC 336
MALIBU,CA90263 		NONE PC RESEARCH TINY HOME VILLAGE 171

PALOS VERDES PENINSULA LAND CONSERVANCY

916 SILVER SPUR ROAD 207
ROLLING HILLS ESTATES,CA90274 		NONE PC FUNDING OF FIELD TRIPS FOR KIDS 1,000

THE TUITION MAGICIAN

C/O MIKE GATTO 1452 PLAZA FRANCISCO
PALOS VERDES,CA90274 		NONE PC TO PROVIDE SCHOLARSHIPS FOR WORTHY STUDENTS IN NEED, WITH NO ADMINISTRATIVE OVERHEAD 5,000

THE TUITION MAGICIAN

C/O MIKE GATTO 1452 PLAZA FRANCISCO
PALOS VERDES,CA90274 		NONE PC TO PROVIDE SCHOLARSHIPS FOR WORTHY STUDENTS IN NEED, WITH NO ADMINISTRATIVE OVERHEAD 3,000

THE UCLA FOUNDATION

10889 WILSHIRE BLVD 1100
LOS ANGELES,CA90274 		NONE PC RESEARCH HOW CAN FOOD BOXES BE DELIVERED TO VETERANS IN VA HOUSING 2,500

LAS MADRECITAS

PO BOX 4423
ROLLING HILLS ESTATES,CA90274 		NONE PC INDIGENT CHILDREN WHO NEED SURGERY IN SO CAL AND MEXICO 2,000

MEALS ON WHEELS WEST

1823-A MICHIGAN AVENUE
SANTA MONICA,CA90404 		NONE PC TO ELIMINATE HUNGER AND ISOLATION AND FOSTER INDEPENDENCE SO NO SENIOR GOES HUNGRY 5,000

SANTA MONICA EDUCATION FOUNDATION

1645 16TH STREET
SANTA MONICA,CA90404 		NONE PC TO ENHANCE AND SUPPLEMENT THE CURRICULUM OF THE SANTA MONICA-MALIBU UNIFIED SCHOOL DISTRICT 2,500

SAMOHI PTSA

601 PICO BLVD
SANTA MONICA,CA90405 		NONE PC TO PROVIDE SUPPORT TO SANTA MONICA HIGH SCHOOL COMMUNITY THROUGH PARENT INVOLVEMENT IN SCHOOL AND DISTRICTWIDE COMMITTES AND BY RAISING FUNDS FOR STUDENT WELFARE, SCHOLARSHIPS AND ACTIVITIES. 750

RAND CORPORATION

1776 MAIN STREET
SANTA MONICA,CA90407 		NONE PC RESEARCH LA LONGITUDINAL ENUMERATION & DEMOGRAPHC STUDY 25,000

TORRANCE MEMORIAL FOUNDATION

WEST TOWER 4TH FLOOR 3330 LOMITA
BLVD
TORRANCE,CA90505 		NONE PC MEDICAL CARE FOR PEOPLE IN NEED 5,000

SIERRA MADRE PLAYHOUSE

87 W SIERRA MADRE BLVD
SIERRA MADRE,CA91024 		NONE PC CONNECTING THE COMMUNITY THRU LIVE LEATER 5,000

SOUTHERN CALIFORNIA PUBLIC RADIO

474 S RAYMOND AVENUE
PASADENA,CA91105 		NONE PC DONATION TO LAIST AND PUBLIC RADIO 50,000

CREATE AN IMPACT

1124 S OAKLAND AVE
PASADENA,CA91106 		NONE PC MEDICAL SUPPLIES FOR UKRAINE 2,500
JOHN WILLHEIM


3944 CODY RD
SHERMAN OAKS,CA91403 		NONE 1 GRANT TO OFFSET COSTS ASSOCIATED WITH SENDING 24 SIGNED PRINTS TO FRESNO ART MUSEUM 10,815

CHURCH OF OUR SAVIOR SAN GABRIEL

535 WEST ROSES ROAD
SAN GABRIEL,CA91775 		NONE PC JUBILEE HOMES TRANSITIONAL HOUSING PROGRAM FOR HOMELESS 1,000

HOUSE OF UKRAINE INC

PO BOX 2043
LA MESA,CA91943 		NONE PC CONTRIBUTION FOR HUMANITARIAN AID 1,500

CRIME SURVIVORS

PO BOX 54552
IRVINE,CA92619 		NONE PC ASSISTANCE TO PEOPLE WHO ARE VICTIMS OF A CRIME 1,000

THE WETLANDS AND WILDLIFE CARE CENTER

21900 PACIFIC COAST HIGHWAY
HUNGTINGTON BEACH,CA92646 		NONE PC REHAB OF SICK, INJURED, ORPHANED WILDLIFE 2,500

CATERINA'S CLUB

451 WLINCOLN AVE SUITE 251
ANAHEIM,CA92805 		NONE PC ELIMINATING CHILDHOOD HUNGER AND HOMELESSNESS IN ORANGE COUNTY. 5,000

CALMATTERS

7 BRENTWOOD AVE
SAN FRANCISCO,CA94127 		NONE PC GRANT 4 STORIES ON GHOST GUNS, HOMELESSNESS, OR VETERANS ISSUES 10,000

FRIENDS OF THE BRENTWOOD LIBRARY

104 OAK STREET
BRENTWOOD,CA94513 		NONE PC PROVIDES KIDS SUMMER READING PROGRAMS, ETC. 5,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA

1850 RESEARCH PARK DRIVE 300
DAVIS,CA95618 		NONE PC GRANT TO UC DAVIS FOR GHOST GUN RESEARCH 49,980

CALIFORNIANS AGAINST WASTE

921 11TH STREET SUITE 420
SACRAMENTO,CA95814 		NONE PC PROVIDE THE PUBLIC WITH EDUCATIONAL RESOURCES ON WASTE AND RECYCLING ISSUES 1,500
Total .................................right arrow 3a 543,705
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 ........... 		    14 427,922  
4 Dividends and interest from securities ....     14 95,550  
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 6  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP DISTRIBUTION-INCOME FOR BOOKS NOT TAX-SEE FORM 990-T 		  341,389      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 341,389 523,478 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
864,867
(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

TY 2023 AccountingFeesSchedule
Name:
A-MARK FOUNDATION
EIN:
95-4621496
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT AND TAX FEES 71,710 0   0

TY 2023 InvestmentsCorpStockSchedule
Name:
A-MARK FOUNDATION
EIN:
95-4621496
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENT IN MARKETABLE SECURITIES 5,530,891 5,530,891

TY 2023 InvestmentsOtherSchedule2
Name:
A-MARK FOUNDATION
EIN:
95-4621496
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN CERTIFICATES OF DEPOSIT FMV 7,070,863 7,070,863
INVESTMENT IN CIVANA CAREFREE, LLC.-FMV EST. AT COST AT COST 1,119,658 1,119,658
INVESTMENT IN DOMUS US LLC-FMV EST. AT COST AT COST 1,500,000 1,500,000
INVESTMENT IN PRECIOUS METALS FMV 5,758,000 5,758,000

TY 2023 LegalFeesSchedule
Name:
A-MARK FOUNDATION
EIN:
95-4621496
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 895 895   0


TY 2023 OtherExpensesSchedule
Name:
A-MARK FOUNDATION
EIN:
95-4621496
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TELEPHONE AND INTERNET 69 0   0
OTHER EXPENSES 113 0   0
POSTAGE AND COURIER 254 0   0
OFFICE EXPENSES AND SUPPLIES 325 0   0
MEALS AND ENTERTAINMENT 640 0   0
INTEREST EXPENSE 2,248 0   0
NONPARTISAN RESEARCH PROJECTS 3,962 0   3,962
BANK CHARGES 5,331 0   0
BOOKS, MAGAZINES & NEWSPAPERS 7,173 0   7,173
ADVERTISING 48,901 0   48,901
TRAVEL 856 0   0
PAYROLL SERVICE FEES 2,028 0   0


TY 2023 OtherIncomeSchedule2
Name:
A-MARK FOUNDATION
EIN:
95-4621496
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP DISTRIBUTION-INCOME FOR BOOKS NOT TAX-SEE FORM 990-T 341,389 0 341,389


TY 2023 OtherIncreasesSchedule
Name:
A-MARK FOUNDATION
EIN:
95-4621496
Description Amount
UNREALIZED GAIN (LOSS) - SECURITIES - CURRENT YEAR NET CHANGE 993,113
PRIOR PERIOD ADJUSTMENT 1,046


TY 2023 OtherProfessionalFeesSchedule
Name:
A-MARK FOUNDATION
EIN:
95-4621496
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 181,632 0   70,836


TY 2023 TaxesSchedule
Name:
A-MARK FOUNDATION
EIN:
95-4621496
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS LICENSE 179 0   0
FEDERAL TAX 1,296 0   0
DEPARTMENT OF JUSTICE 100 0   0
PAYROLL TAX 26,026 0   24,724
CANADIAN WITHHOLDING TAX 160 0   0
NY STATE TAX 160 0   0