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 STANLEY & JOYCE
BLACK FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)9665 WILSHIRE BLVD 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEVERLY HILLS, CA90212
A Employer identification number

95-4259961
B Telephone number (see instructions)

(310) 278-5333
C 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$31,571,173J 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) 140,500
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,068,244 1,107,605  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,672,785
b Gross sales price for all assets on line 6a 14,445,330
7 Capital gain net income (from Part IV, line 2)... 0
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
132,769 0  
12 Total. Add lines 1 through 11........ -331,272 1,107,605  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,100 0   7,114
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
155,013 77,506   79,421
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
667,150 301,315   365,835
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
51,237 643   0
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
1,702 11,239   854
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 878,202 390,703   453,224
25 Contributions, gifts, grants paid....... 1,030,835 2,716,264
26 Total expenses and disbursements. Add lines 24 and 25 1,909,037 390,703   3,169,488
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,240,309
b Net investment income (if negative, enter -0-) 716,902
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............. 1,038,516 634,494 634,494
2 Savings and temporary cash investments.........      
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) 354,230 Click to see attachment
List of Attached Documents:
// Content
1,619,071 		1,619,071
b Investments—corporate stock (attach schedule)....... 10,537,790 Click to see attachment
List of Attached Documents:
// Content
12,726,613 		12,726,613
c Investments—corporate bonds (attach schedule)....... 7,488,384 Click to see attachment
List of Attached Documents:
// Content
2,130,851 		2,130,851
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).......... 11,991,415 Click to see attachment
List of Attached Documents:
// Content
14,439,495 		14,439,495
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
10,301 		Click to see attachment
List of Attached Documents:
// Content
20,649 		Click to see attachment
List of Attached Documents:
// Content
20,649
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 31,420,636 31,571,173 31,571,173
Liabilities 17 Accounts payable and accrued expenses.......... 76,584 60,506
18 Grants payable................. 10,699,029 9,013,600
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) Click to see attachment
List of Attached Documents:
// Content
68,860 		Click to see attachment
List of Attached Documents:
// Content
85,393
23 Total liabilities (add lines 17 through 22)......... 10,844,473 9,159,499
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 20,576,163 22,411,674
29 Total net assets or fund balances (see instructions)..... 20,576,163 22,411,674
30 Total liabilities and net assets/fund balances (see instructions). 31,420,636 31,571,173
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
20,576,163
2
Enter amount from Part I, line 27a .....................
2
-2,240,309
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,075,820
4
Add lines 1, 2, and 3 ..........................
4
22,411,674
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
22,411,674
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 PUBLICLY TRADED SECURITIES   2023-01-01 2023-12-31
b PUBLICLY TRADED SECURITIES   2022-12-31 2023-12-31
c WEDBUSH - LT CAP GAIN DISTRIBUTIONS   2022-12-31 2023-12-31
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,880,577   4,871,725 8,852
b 9,170,067   11,225,354 -2,055,287
c 394,686     394,686
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       8,852
b       -2,055,287
c       394,686
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -1,651,749
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 9,965
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 9,965
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 9,965
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 19,666
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 34,666
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 24,701
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow24,701 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowBLACK EQUITIES Telephone no.right arrow (310) 278-5333

Located atright arrow9665 WILSHIRE BLVD 200BEVERLY HILLSCA ZIP+4right arrow90212
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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
 
No
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
 
 
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
JACK BLACK DIRECTOR
0.00 		0 0 0
9665 WILSHIRE BLVD 200
BEVERLY HILLS,CA90212
JASON GOLDMAN DIRECTOR
0.00 		0 0 0
9665 WILSHIRE BLVD 200
BEVERLY HILLS,CA90212
JILL BLACK ZALBEN DIRECTOR
0.00 		0 0 0
9665 WILSHIRE BLVD 200
BEVERLY HILLS,CA90212
ZACHARY ZALBEN PRESIDENT, DIRECTOR
0.00 		0 0 0
9665 WILSHIRE BLVD 200
BEVERLY HILLS,CA90212
VICTORIA ZALBEN DIRECTOR
0.00 		0 0 0
9665 WILSHIRE BLVD 200
BEVERLY HILLS,CA90212
BERNHARD PUNZET CHIEF FINANCIAL OFFICER
0.00 		0 0 0
9665 WILSHIRE BLVD 200
BEVERLY HILLS,CA90212
DANNY FISK SECRETARY
0.00 		0 0 0
9665 WILSHIRE BLVD 200
BEVERLY HILLS,CA90212
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
BLACK EQUITIES LLC MANAGEMENT 565,435
9665 WILSHIRE BLVD SUITE 200
BEVERLY HILLS,CA90212
ANDERSEN TAX LLC ACCOUNTING 106,892
350 SOUTH GRAND AVENUE SUITE 2000
LOS ANGELES,CA90071
WEDBUSH INVESTMENT MANAGEMENT SERVICES 101,716
1000 WILSHIRE BOULEVARD SUITE 855
LOS ANGELES,CA90017
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  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................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
30,520,662
b
Average of monthly cash balances.......................
1b
829,647
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
31,350,309
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
31,350,309
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
470,255
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
30,880,054
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,544,003
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
1,544,003
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,965
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,965
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,534,038
4
Recoveries of amounts treated as qualifying distributions................
4
100,000
5
Add lines 3 and 4............................
5
1,634,038
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
1,634,038
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
3,169,488
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
3,169,488
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 1,634,038
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...... 1,368,415
b From 2019...... 2,230,762
c From 2020...... 3,835,538
d From 2021...... 1,882,625
e From 2022...... 1,889,939
f Total of lines 3a through e ........ 11,207,279
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,169,488
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..... 1,634,038
e Remaining amount distributed out of corpus 1,535,450
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 12,742,729
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) ... 		1,368,415
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		11,374,314
10 Analysis of line 9:
a Excess from 2019.... 2,230,762
b Excess from 2020.... 3,835,538
c Excess from 2021.... 1,882,625
d Excess from 2022.... 1,889,939
e Excess from 2023.... 1,535,450
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).)
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

AMERICAN CINEMATHEQUE

1604 NORTH CAHUENGA BOULEVARD A
LOS ANGELES,CA90028 		N/A PC GENERAL SUPPORT FOR THE AMERICAN CINEMATHEQUE WHICH BELIEVES THAT CINEMA IS A COMMUNAL EXPERIENCE WITH THE POWER TO ENTERTAIN, ENLIGHTEN AND INSPIRE. 7,000

AMERICAN FRIENDS OF THE ISRAEL MUSEUM

545 FIFTH AVENUE SUITE 920
NEW YORK,NY10017 		N/A PC GENERAL SUPPORT FOR AMERICAN FRIENDS OF THE ISRAEL MUSEUM WHOSE GOAL IS TO SUSTAIN THE EXCELLENCE OF THE ISRAEL MUSEUM'S PROGRAM OF EXHIBITIONS, PUBLICATIONS, ART EDUCATION, AND CULTURAL EVENTS WHICH ENRICH THE LIVES OF ALL JERUSALEMITES, RESIDENTS FROM ALL PARTS OF THE COUNTRY AND VISITORS FROM OVERSEAS. 1,800

AMERICAN ISRAEL EDUCATION FOUNDATION (AIEF)

251 H STREET NORTHWEST
WASHINGTON,DC20001 		N/A PC TO SUPPORT PROVIDING GRANTS TO SUPPORT SELECT EDUCATIONAL PROGRAMS INCLUDING MIDDLE EAST RESEARCH, EDUCATIONAL MATERIALS AND CONFERENCES, AND LEADERSHIP PROGRAMS FOR UNIVERSITY STUDENTS. 10,000

AMERICAN JEWISH UNIVERSITY

15600 MULHOLLAND DRIVE
LOS ANGELES,CA90077 		N/A PC GENERAL SUPPORT FOR AMERICAN JEWISH UNIVERSITY WHICH PROVIDES A THRIVING CENTER OF JEWISH RESOURCES AND TALENT BUILT UPON THE CORE VALUES OF JEWISH LEARNING, CULTURE, ETHICS, LEADERSHIP AND PEOPLEHOOD. 25,000

AMERICAN UNIVERSITY

PO BOX 96609 NORTHWEST
WASHINGTON,DC20077 		N/A PC TO SUPPORT THE ADVANCEMENT OF KNOWLEDGE, FOSTER INTELLECTUAL CURIOSITY, BUILD COMMUNITY, AND EMPOWER LIVES OF PURPOSE, SERVICE AND LEADERSHIP 25,000

AVA'S HEART

9461 CHARLEVILLE BOULEVARD UNIT 589
BEVERLY HILLS,CA90212 		N/A PC TO SUPPORT "AVA'S HOUSE," THE NEW HOUSE THAT PROVIDES MANDATORY THREE-MONTHS POST-TRANSPLANT HOUSING AT NO COST. IT INCLUDES THE OPPORTUNITY TO SPEAK ON FILM AT ONE OF THEIR SALONS AND TO RECEIVE ALL YEAR PROMOTION VIA SOCIAL MEDIA, PROMOTION ON THEIR WEBSITE, AND A COPY OF THE FILM. 2,500

AVA'S HEART

9461 CHARLEVILLE BOULEVARD UNIT 589
BEVERLY HILLS,CA90212 		N/A PC TO SUPPORT "AVA'S HOUSE," THE NEW HOUSE THAT PROVIDES MANDATORY THREE-MONTHS POST-TRANSPLANT HOUSING AT NO COST. IT INCLUDES THE OPPORTUNITY TO SPEAK ON FILM AT ONE OF THEIR SALONS AND TO RECEIVE ALL YEAR PROMOTION VIA SOCIAL MEDIA, PROMOTION ON THEIR WEBSITE, AND A COPY OF THE FILM. 5,000

BEIT T'SHUVAH

8831 VENICE BOULEVARD
LOS ANGELES,CA90034 		N/A PC GENERAL SUPPORT FOR BEIT T'SHUVAH WHOSE MISSION IS TO HEAL BROKEN SOULS AND SAVE THE LIVES OF THOSE WRESTLING WITH ADDICTION BY PROVIDING INTEGRATED CARE IN A COMMUNITY SETTING. 10,000

BEIT T'SHUVAH

8831 VENICE BOULEVARD
LOS ANGELES,CA90034 		N/A PC GENERAL SUPPORT FOR BEIT T'SHUVAH WHOSE MISSION IS TO HEAL BROKEN SOULS AND SAVE THE LIVES OF THOSE WRESTLING WITH ADDICTION BY PROVIDING INTEGRATED CARE IN A COMMUNITY SETTING. 25,000

CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION (CHMCF)

1401 SOUTH GRAND AVENUE
LOS ANGELES,CA90015 		N/A PC GENERAL SUPPORT FOR CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION WHICH IS ORGANIZED TO RAISE, MANAGE AND DISTRIBUTE FUNDS IN SUPPORT OF THE MISSION AND VALUES OF CALIFORNIA HOSPITAL MEDICAL CENTER IN SERVING THE COMMUNITY. 20,000

CAMP RONALD MCDONALD FOR GOOD TIMES

1250 LYMAN PLACE
LOS ANGELES,CA90029 		N/A PC TO SUPPORT CAMP RONALD MCDONALD FOR GOOD TIMES WHICH HELPS PROVIDE COMFORT, CARE AND SUPPORT TO CHILDREN AND FAMILIES IN SOUTHERN CALIFORNIA. 1,000

CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES

920 EAST ALHAMBRA ROAD
ALHAMBRA,CA91801 		N/A PC GENERAL SUPPORT FOR CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES WHOSE MISSION IS THREE-FOLD: "EDUCATING FOR LIFE WITH THE MIND AND HEART OF CHRIST IN SCHOOLS; BEING AT THE SERVICE OF THE FAMILY FOR LIFE THROUGH ELDERCARE; AND FOSTERING A DEEPER SPIRITUAL LIFE THROUGH INDIVIDUAL AND GROUP RETREATS. 500

CAYTON CHILDREN'S MUSEUM

395 SANTA MONICA PLACE SUITE 374
LEVEL 3
SANTA MONICA,CA90401 		N/A PC TO SUPPORT CAYTON CHILDREN'S MUSEUM WHOSE GOAL IS TO NURTURE CHILDREN OF ALL BACKGROUNDS AND ABILITIES TO BECOME ENGAGED CITIZENS OF THE WORLD BY FACILITATING COLLABORATIVE, EXPERIENTIAL LEARNING AND CREATIVE EXPRESSION, BOTH IN THEIR MUSEUM SPACE AND THROUGH THEIR COMMUNITY PROGRAMS. 1,000

CHILDREN'S HOSPITAL LOS ANGELES

4650 SUNSET BOULEVARD 29
LOS ANGELES,CA90027 		N/A PC GENERAL SUPPORT FOR CHILDRENS HOSPITAL LOS ANGELES WHICH IS A NOT-FOR-PROFIT PEDIATRIC HEALTH CARE ORGANIZATION DEDICATED TO CREATING HOPE AND BUILDING HEALTHIER FUTURES FOR CHILDREN. 200,000

CHILDREN'S HOSPITAL LOS ANGELES

4650 SUNSET BOULEVARD 29
LOS ANGELES,CA90027 		N/A PC GENERAL SUPPORT FOR CHILDRENS HOSPITAL LOS ANGELES WHICH IS A NOT-FOR-PROFIT PEDIATRIC HEALTH CARE ORGANIZATION DEDICATED TO CREATING HOPE AND BUILDING HEALTHIER FUTURES FOR CHILDREN. 200,000

CHILDREN'S HOSPITAL LOS ANGELES

4650 SUNSET BOULEVARD 29
LOS ANGELES,CA90027 		N/A PC GENERAL SUPPORT FOR CHILDRENS HOSPITAL LOS ANGELES WHICH IS A NOT-FOR-PROFIT PEDIATRIC HEALTH CARE ORGANIZATION DEDICATED TO CREATING HOPE AND BUILDING HEALTHIER FUTURES FOR CHILDREN. 200,000

CHILDREN'S HOSPITAL LOS ANGELES

4650 SUNSET BOULEVARD 29
LOS ANGELES,CA90027 		N/A PC GENERAL SUPPORT FOR CHILDRENS HOSPITAL LOS ANGELES WHICH IS A NOT-FOR-PROFIT PEDIATRIC HEALTH CARE ORGANIZATION DEDICATED TO CREATING HOPE AND BUILDING HEALTHIER FUTURES FOR CHILDREN. 200,000

CONCERN FOUNDATION

11111 WEST OLYMPIC BOULEVARD SUITE
214
LOS ANGELES,CA90064 		N/A PC TO SUPPORT AND PROVIDE CRITICAL FUNDING TO POST-DOCTORAL CANCER RESEARCHERS FOCUSED PRIMARILY ON CANCER GENETICS, CELL BIOLOGY, AND IMMUNOLOGY FOR ALL FORMS OF CANCER PREVENTION AND TREATMENT. 25,000

CONCERN FOUNDATION

11111 WEST OLYMPIC BOULEVARD SUITE
214
LOS ANGELES,CA90064 		N/A PC TO SUPPORT AND PROVIDE CRITICAL FUNDING TO POST-DOCTORAL CANCER RESEARCHERS FOCUSED PRIMARILY ON CANCER GENETICS, CELL BIOLOGY, AND IMMUNOLOGY FOR ALL FORMS OF CANCER PREVENTION AND TREATMENT. 6,000

CONGA KIDS

5858 WILSHIRE BOULEVARD SUITE 301
LOS ANGELES,CA90036 		N/A PC TO SUPPORT AND PROMOTE SOCIAL AND EMOTIONAL WELLNESS THROUGH SOCIAL DANCE. 10,000

DAVID LYNCH FOUNDATION

228 EAST 45TH STREET 15TH FLOOR
NEW YORK,NY10017 		N/A PC TO SUPPORT PREVENTION AND ERADICATION OF THE EPIDEMIC OF TRAUMA AND TOXIC STRESS AMONG AT-RISK POPULATIONS THROUGH PROMOTING WIDESPREAD IMPLEMENTATION OF THE TRANSCENDENTAL MEDITATION (TM) PROGRAM IN ORDER TO IMPROVE THEIR HEALTH, COGNITIVE CAPABILITIES, AND PERFORMANCE IN LIFE. 25,000

DISCOVERY CUBE LOS ANGELES

11800 FOOTHILL BOULEVARD
LOS ANGELES,CA91342 		N/A PC GENERAL SUPPORT FOR DISCOVERY CUBE LOS ANGELES WHOSE MISSION IS TO SPARK A LIFELONG LOVE OF LEARNING AND DISCOVERY IN THE HEARTS OF YOUNG PEOPLE THROUGH SCIENCE-BASED PROGRAMS AND EXHIBITS THAT INSPIRE AND EDUCATE. 1,000

FRIENDS OF ISRAEL DEFENSE FORCES

6505 WILSHIRE BOULEVARD 625
LOS ANGELES,CA90048 		N/A PC GENERAL SUPPORT FOR THE FRIENDS OF ISRAEL DEFENSE FORCES TO TRANSFORM THE LIVES OF THE YOUNG MEN AND WOMEN OF THE IDF THROUGH EMPOWERING EDUCATIONAL, FINANCIAL, WELL-BEING, AND CULTURAL INITIATIVES. 5,000

FRIENDS OF ISRAEL DEFENSE FORCES

6505 WILSHIRE BOULEVARD 625
LOS ANGELES,CA90048 		N/A PC GENERAL SUPPORT FOR THE FRIENDS OF ISRAEL DEFENSE FORCES TO TRANSFORM THE LIVES OF THE YOUNG MEN AND WOMEN OF THE IDF THROUGH EMPOWERING EDUCATIONAL, FINANCIAL, WELL-BEING, AND CULTURAL INITIATIVES. 25,000

FRIENDS OF ISRAEL DEFENSE FORCES

6505 WILSHIRE BOULEVARD 625
LOS ANGELES,CA90048 		N/A PC GENERAL SUPPORT FOR THE FRIENDS OF ISRAEL DEFENSE FORCES TO TRANSFORM THE LIVES OF THE YOUNG MEN AND WOMEN OF THE IDF THROUGH EMPOWERING EDUCATIONAL, FINANCIAL, WELL-BEING, AND CULTURAL INITIATIVES. 10,000

GAMBINO MEDICAL & SCIENCE FOUNDATION

2501 71ST STREET
NORTH BERGEN,NJ07047 		N/A PC TO SUPPORT GIVING HOPE TO CHILDREN WITH LIFE-THREATENING ILLNESS, AND THEIR FAMILIES. 5,000

HIGHER GROUND

160 7TH STREET WEST SUITE 2C
KETCHUM,ID83340 		N/A PC TO SUPPORT HIGHER GROUND WHOSE GOAL IS TO ENHANCE QUALITY OF LIFE THROUGH THERAPEUTIC RECREATION AND EDUCATION. 500

HOLLYWOOD BOWL

PO BOX 1951
LOS ANGELES,CA90078 		N/A PC TO SUPPORT PERFORMANCES, PRESENTATIONS, AND PROMOTE MUSIC IN ITS MANY VARIED FORMS AT THE HIGHEST LEVEL OF EXCELLENCE TO A LARGE AND DIVERSE AUDIENCE. 1,512

HOLOCAUST MUSEUM LA

100 THE GROVE DRIVE
LOS ANGELES,CA90036 		N/A PC TO SUPPORT THE HOLOCAUST MUSEUM LA WHICH CONTINUES ITS MISSION TO COMMEMORATE THOSE WHO PERISHED, HONOR THOSE WHO SURVIVED, EDUCATE ABOUT THE HOLOCAUST AND INSPIRE A MORE DIGNIFIED AND HUMANE WORLD. 250,000

HOLOCAUST MUSEUM LA

100 THE GROVE DRIVE
LOS ANGELES,CA90036 		N/A PC TO SUPPORT THE HOLOCAUST MUSEUM LA WHICH CONTINUES ITS MISSION TO COMMEMORATE THOSE WHO PERISHED, HONOR THOSE WHO SURVIVED, EDUCATE ABOUT THE HOLOCAUST AND INSPIRE A MORE DIGNIFIED AND HUMANE WORLD. 250,000

HOLOCAUST MUSEUM LA

100 THE GROVE DRIVE
LOS ANGELES,CA90036 		N/A PC TO SUPPORT THE HOLOCAUST MUSEUM LA WHICH CONTINUES ITS MISSION TO COMMEMORATE THOSE WHO PERISHED, HONOR THOSE WHO SURVIVED, EDUCATE ABOUT THE HOLOCAUST AND INSPIRE A MORE DIGNIFIED AND HUMANE WORLD. 4,000

IAN'S FRIENDS FOUNDATION

855 MARSEILLES DRIVE
ATLANTA,GA30327 		N/A PC TO SUPPORT THE INNOVATIVE RESEARCH THAT WILL LEAD TO LIFE-SAVING TREATMENTS AND CURES FOR PEDIATRIC BRAIN TUMORS. 5,000

ISRAEL AIR FORCE CENTER FOUNDATION

4089 GENOA DRIVE
LAS VEGAS,NV89141 		N/A PC TO SUPPORT EDUCATING ISRAELI YOUTH ABOUT SOCIAL RESPONSIBILITY, LOYALTY TO THE STATE OF ISRAEL, AND APPRECIATION FOR THE HERITAGE OF THE ISRAEL AIR FORCE. 75,000

JEWISH BIG BROTHERS BIG SISTERS

11150 WEST OLYMPIC BOULEVARD SUITE
900
LOS ANGELES,CA90064 		N/A PC GENERAL SUPPORT FOR JEWISH BIG BROTHERS BIG SISTERS TO RUN COMMUNITY-BASED MENTORING PROGRAMS, OFFER COLLEGE SCHOLARSHIPS, AND MORE. HELPING YOUTH ACHIEVE THEIR FULL POTENTIAL THROUGH INNOVATIVE, IMPACTFUL PROGRAMS. 500

JVS SOCAL

6505 WILSHIRE BOULEVARD SUITE 200
LOS ANGELES,CA90048 		N/A PC TO SUPPORT JVS SOCAL WHICH PROVIDES NO-COST JOB TRAINING, CAREER-BUILDING SKILLS, MENTORING, AND ACCESS TO COMMUNITY RESOURCES THROUGHOUT SOUTHERN CALIFORNIA. 2,500

JVS SOCAL

6505 WILSHIRE BOULEVARD SUITE 200
LOS ANGELES,CA90048 		N/A PC TO SUPPORT JVS SOCAL WHICH PROVIDES NO-COST JOB TRAINING, CAREER-BUILDING SKILLS, MENTORING, AND ACCESS TO COMMUNITY RESOURCES THROUGHOUT SOUTHERN CALIFORNIA. 2,000

KCHUNG RADIO

756 HIGHLAND COURT
UPLAND,CA91786 		N/A PC TO SUPPORT KCHUNG RADIO WHICH IS AN ARTIST RUN CO-OPERATIVE AND COMMUNITY RADIO STATION BASED IN CHINATOWN, LOS ANGELES. 5,000

LA PHIL

151 SOUTH GRAND AVENUE
LOS ANGELES,CA90012 		N/A PC TO SUPPORT THE LOS ANGELES PHILHARMONIC ASSOCIATION WHICH PRESENTS, AND PROMOTES THE PERFORMING ARTS IN ITS VARIED FORMS AT THE HIGHEST LEVEL OF EXCELLENCE TO A DIVERSE AND LARGE AUDIENCE, AT WALT DISNEY CONCERT HALL, THE HOLLYWOOD BOWL, AND THE FORD. 25,000

LACMA

5905 WILSHIRE BOULEVARD
LOS ANGELES,CA90036 		N/A PC GENERAL SUPPORT FOR LACMA WHOSE MISSION IS TO SERVE THE PUBLIC THROUGH THE COLLECTION, CONSERVATION, EXHIBITION, AND INTERPRETATION OF SIGNIFICANT ARTWORKS FROM A BROAD RANGE OF CULTURES AND HISTORICAL PERIODS, AND THROUGH THE TRANSLATION OF THESE COLLECTIONS INTO MEANINGFUL EDUCATIONAL, AESTHETIC, INTELLECTUAL AND CULTURAL EXPERIENCES FOR THE WIDEST ARRAY OF AUDIENCES. 10,000

LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 102488
PASADENA,CA91189 		N/A PC GENERAL SUPPORT FOR LEUKEMIA & LYMPHOMA SOCIETY WHOSE MISSION IS TO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES. 500

LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 102488
PASADENA,CA91189 		N/A PC GENERAL SUPPORT FOR LEUKEMIA & LYMPHOMA SOCIETY WHOSE MISSION IS TO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES. 25,000

LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 102488
PASADENA,CA91189 		N/A PC GENERAL SUPPORT FOR LEUKEMIA & LYMPHOMA SOCIETY WHOSE MISSION IS TO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES. 500

LOS ANGELES JEWISH HOME CO THE GUARDIANS

10780 SANTA MONICA BOULEVARD SUITE
225
LOS ANGELES,CA90025 		N/A PC TO SUPPORT THE LOS ANGELES JEWISH HOME C/O THE GUARDIANS WHOSE MISSION IS TO PROMOTE EXCELLENCE IN SENIOR CARE REFLECTIVE OF JEWISH VALUES. 5,000

LOS ANGELES SHERIFF'S FOUNDATION

11770 STONEHENGE LANE
LOS ANGELES,CA90077 		N/A PC GENERAL SUPPORT FOR THE FOUNDATION, AS AN INDEPENDENT GROUP OF LAY LEADERS, WHICH HOPES TO FOSTER STRONGER RELATIONSHIPS BETWEEN THE LASD AND THE COMMUNITIES IT SERVES. THEIR GOAL IS TO MAKE LOS ANGELES COUNTY A SAFER PLACE TO LIVE, WORK, AND VISIT THROUGH THE FULFILLMENT OF UNMET PUBLIC SAFETY NEEDS OF THE LASD. 5,000

OJAI VALLEY LAND CONSERVANCY

PO BOX 1092
OJAI,CA93024 		N/A PC TO SUPPORT OJAI VALLEY SCHOOLS PHILOSOPHY WHICH IS CONTAINED IN THE WORDS INTEGER VITAE, MEANING WHOLENESS OF LIFE, SYMMETRY OF LIFE, SOUNDNESS OF LIFE, AND, THEREFORE, POISE AND STRENGTH OF LIFE. TO ACCOMMODATE THE SCHOOL PHILOSOPHY, EVERY EFFORT IS MADE TO CREATE AN ATMOSPHERE FOR STUDENTS AND STAFF THAT IS CONDUCIVE TO LEARNING AND GROWING THROUGH THE FRAMEWORK OF A WARM FAMILY ENVIRONMENT. 6,500

OJAI VALLEY SCHOOL

723 EL PASEO ROAD
OJAI,CA93023 		N/A PC TO SUPPORT OJAI VALLEY SCHOOLS PHILOSOPHY WHICH IS CONTAINED IN THE WORDS INTEGER VITAE, MEANING WHOLENESS OF LIFE, SYMMETRY OF LIFE, SOUNDNESS OF LIFE, AND, THEREFORE, POISE AND STRENGTH OF LIFE. TO ACCOMMODATE THE SCHOOL PHILOSOPHY, EVERY EFFORT IS MADE TO CREATE AN ATMOSPHERE FOR STUDENTS AND STAFF THAT IS CONDUCIVE TO LEARNING AND GROWING THROUGH THE FRAMEWORK OF A WARM FAMILY ENVIRONMENT. 50,000

OPERATION GRATITUDE (CO TSA)

11811 SAN VICENTE BOULEVARD
LOS ANGELES,CA90049 		N/A PC GENERAL SUPPORT FOR OPERATION GRATITUDE WHICH SEEKS TO LIFT SPIRITS AND MEET THE EVOLVING NEEDS OF THE U.S. MILITARY AND FIRST RESPONDER COMMUNITIES, AND TO PROVIDE VOLUNTEER OPPORTUNITIES FOR AMERICANS TO EXPRESS THEIR APPRECIATION TO ALL WHO SERVE OUR NATION. 10,000

PEPPERDINE UNIVERSITY

24255 PACIFIC COAST HIGHWAY
MALIBU,CA90263 		N/A PC TO PROVIDE GENERAL SUPPORT TO PEPPERDINE UNIVERSITY. 50,000

PLASTIC POLLUTION COALITION

4401-A CONNECTICUT AVENUE NORTHWEST
143
WASHINGTON,DC20008 		N/A PC GENERAL SUPPORT FOR PLASTIC POLLUTION COALITION WHICH IS A NON-PROFIT COMMUNICATIONS AND ADVOCACY ORGANIZATION THAT COLLABORATES WITH AN EXPANSIVE GLOBAL ALLIANCE OF ORGANIZATIONS, BUSINESSES, AND INDIVIDUALS TO CREATE A MORE JUST, EQUITABLE, REGENERATIVE WORLD FREE OF PLASTIC POLLUTION AND ITS TOXIC IMPACTS. 10,000

PROJECT ANGEL FOOD

922 VINE STREET
LOS ANGELES,CA90038 		N/A PC TO SUPPORT PREPARING AND DELIVERING HEALTHY MEALS TO FEED PEOPLE IMPACTED BY SERIOUS ILLNESS, BRINGING COMFORT AND HOPE EVERY DAY. 10,000

RACE TO ERASE MS

1875 CENTURY PARK EAST SUITE 280
LOS ANGELES,CA90067 		N/A PC TO SUPPORT RESEARCH FOR THE TREATMENT AND ULTIMATE CURE OF MULTIPLE SCLEROSIS. 10,000

REGENTS OF UNIVERSITY OF CALIFORNIA

700 TIVERTON AVENUE
LOS ANGELES,CA90095 		N/A PC GENERAL SUPPORT FOR REGENTS OF UNIVERSITY OF CALIFORNIA WHOSE FUNDAMENTAL MISSIONS ARE TEACHING, RESEARCH AND PUBLIC SERVICE. 15,000

RENEWAL OF LIFE INC

4721 NEW UTRECHT AVENUE
BROOKLYN,NY11219 		N/A PC TO SUPPORT PLASTIC POLLUTION COALITION, A NON-PROFIT COMMUNICATIONS AND ADVOCACY ORGANIZATION THAT COLLABORATES WITH AN EXPANSIVE GLOBAL ALLIANCE OF ORGANIZATIONS, BUSINESSES, AND INDIVIDUALS TO CREATE A MORE JUST, EQUITABLE, REGENERATIVE WORLD FREE OF PLASTIC POLLUTION AND ITS TOXIC IMPACTS. 5,000

RESTORE WORLDWIDE

435 NORTH ROXBURY DRIVE SUITE 205
BEVERLY HILLS,CA90210 		N/A PC GENERAL SUPPORT FOR DR. MICHAEL K. OBENG AND HIS TEAM OF HEALTHCARE PROFESSIONALS WHICH WORK TOWARDS RESTORING EMOTIONAL STABILITY THROUGH OUTSTANDING RECONSTRUCTIVE EFFORTS WORLDWIDE. 5,000

RESTORE WORLDWIDE

435 NORTH ROXBURY DRIVE SUITE 205
BEVERLY HILLS,CA90210 		N/A PC GENERAL SUPPORT FOR DR. MICHAEL K. OBENG AND HIS TEAM OF HEALTHCARE PROFESSIONALS WHICH WORK TOWARDS RESTORING EMOTIONAL STABILITY THROUGH OUTSTANDING RECONSTRUCTIVE EFFORTS WORLDWIDE. 5,000

RETT SYNDROME RESEARCH TRUST

67 UNDER CLIFF ROAD
TRUMBULL,CT06611 		N/A PC GENERAL SUPPORT FOR RETT SYNDROME RESEARCH TRUST WHOSE MISSION IS TO TRANSFORM THE LIVES OF ALL THOSE AFFECTED BY RETT SYNDROME BY ACCELERATING RESEARCH TOWARD TREATMENT AND A CURE WHILE EMPOWERING FAMILIES WITH THE INFORMATION, PROGRAMS, AND SERVICES THEY NEED TO THRIVE. 5,000

RONALD REAGAN PRESIDENTIAL FOUNDATION

40 PRESIDENTIAL DRIVE
SIMI VALLEY,CA93065 		N/A PC TO SUPPORT RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE WHOSE MISSION IS TO COMPLETE PRESIDENT REAGANS UNFINISHED WORK AND TO PRESERVE THE TIMELESS PRINCIPLES HE CHAMPIONED: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, GLOBAL DEMOCRACY AND NATIONAL PRIDE. 10,000

RUN FOR MYLES

46 PENINSULA CENTER DRIVE 390
ROLLING HILLS ESTATES,CA90274 		N/A PC TO SUPPORT RUN FOR MYLES WHICH IS AN EVENT THAT SERVES AS A TRIBUTE TO HIS REMARKABLE LIFE AND AN OPPORTUNITY TO GIVE BACK TO THE COMMUNITY HE HELD DEAR. 10,000

SHARE INC

2259 GLOAMING WAY
BEVERLY HILLS,CA90210 		N/A PC GENERAL SUPPORT FOR SHARE WHOSE MISSION IS TO RAISE FUNDS FOR THE DEVELOPMENTALLY DISABLED, ABUSED, AND NEGLECTED CHILDREN AS WELL AS MEDICAL RESEARCH FOR ALL FORMS OF DEVELOPMENTAL DISABILITIES. 10,000

SHARE INC

10750 WILSHIRE BOULEVARD PH 1
LOS ANGELES,CA90024 		N/A PC GENERAL SUPPORT FOR SHARE WHOSE MISSION IS TO RAISE FUNDS FOR THE DEVELOPMENTALLY DISABLED, ABUSED, AND NEGLECTED CHILDREN AS WELL AS MEDICAL RESEARCH FOR ALL FORMS OF DEVELOPMENTAL DISABILITIES. 3,500

SKIRBALL CULTURAL CENTER

2701 NORTH SEPULVEDA BOULEVARD
LOS ANGELES,CA90049 		N/A PC TO SUPPORT THE SKIRBALL CULTURAL CENTER WHICH IS A PLACE OF MEETING GUIDED BY THE JEWISH TRADITION OF WELCOMING THE STRANGER AND INSPIRED BY THE AMERICAN DEMOCRATIC IDEALS OF FREEDOM AND EQUALITY. 10,000

SKIRBALL CULTURAL CENTER

2701 NORTH SEPULVEDA BOULEVARD
LOS ANGELES,CA90049 		N/A PC TO SUPPORT THE SKIRBALL CULTURAL CENTER WHICH IS A PLACE OF MEETING GUIDED BY THE JEWISH TRADITION OF WELCOMING THE STRANGER AND INSPIRED BY THE AMERICAN DEMOCRATIC IDEALS OF FREEDOM AND EQUALITY. 5,232

SOUTHEASTERN GUIDE DOGS INC

4210 77TH STREET EAST
PALMETTO,FL34221 		N/A PC GENERAL SUPPORT FOR SOUTHEASTERN GUIDE DOGS WHOSE MISSION IS TO TRANSFORM LIVES BY CREATING AND NURTURING EXTRAORDINARY PARTNERSHIPS BETWEEN PEOPLE AND DOGS. 500

TALL TIMBERS RESEARCH INC

13093 HENRY BEADEL DRIVE
TALLAHASSEE,FL32312 		N/A PC TO SUPPORT THE MISSION OF TALL TIMBERS BY FOSTERING EXEMPLARY LANDSTEWARDSHIP THROUGH RESEARCH, CONSERVATION AND EDUCATION. 10,000

TALL TIMBERS RESEARCH INC

13093 HENRY BEADEL DRIVE
TALLAHASSEE,FL32312 		N/A PC TO SUPPORT THE MISSION OF TALL TIMBERS BY FOSTERING EXEMPLARY LANDSTEWARDSHIP THROUGH RESEARCH, CONSERVATION AND EDUCATION. 20,000

TALL TIMBERS RESEARCH INC

13093 HENRY BEADEL DRIVE
TALLAHASSEE,FL32312 		N/A PC TO SUPPORT THE MISSION OF TALL TIMBERS BY FOSTERING EXEMPLARY LANDSTEWARDSHIP THROUGH RESEARCH, CONSERVATION AND EDUCATION. 13,500

TEMPLE OF THE ARTS

8440 WILSHIRE BOULEVARD 2ND FLOOR
BEVERLY HILLS,CA90211 		N/A PC GENERAL SUPPORT FOR TEMPLE OF THE ARTS WHICH PROMOTES JUDAISM THROUGH MUSIC, ART, DRAMA AND FILM. 720

TEMPLE OF THE ARTS

8440 WILSHIRE BOULEVARD 2ND FLOOR
BEVERLY HILLS,CA90211 		N/A PC GENERAL SUPPORT FOR TEMPLE OF THE ARTS WHICH PROMOTES JUDAISM THROUGH MUSIC, ART, DRAMA AND FILM. 80,000

THE ART OF ELYSIUM

3278 WILSHIRE BOULEVARD PENTHOUSE
LOS ANGELES,CA90010 		N/A PC GENERAL SUPPORT FOR THE ART OF ELYSIUM WHICH EMPOWERS ARTISTS AND COMMUNITIES OF NEED TO JOIN TOGETHER AND EMOTIONALLY TRIUMPH OVER THEIR CIRCUMSTANCES THROUGH ART. 5,000

THE JEWISH FEDERATION

6505 WILSHIRE BOULEVARD
LOS ANGELES,CA90048 		N/A PC GENERAL SUPPORT TO THE JEWISH FOUNDATION WHOSE MISSION IS TO PROTECT AND ENHANCE THE WELL-BEING OF JEWS WORLDWIDE THROUGH MEANINGFUL CONTRIBUTIONS TO COMMUNITY, ISRAEL AND CIVIL SOCIETY. 25,000

THE JEWISH FEDERATION

6505 WILSHIRE BOULEVARD
LOS ANGELES,CA90048 		N/A PC GENERAL SUPPORT TO THE JEWISH FOUNDATION WHOSE MISSION IS TO PROTECT AND ENHANCE THE WELL-BEING OF JEWS WORLDWIDE THROUGH MEANINGFUL CONTRIBUTIONS TO COMMUNITY, ISRAEL AND CIVIL SOCIETY. 25,000

THE PEOPLE CONCERN

2116 ARLINGTON AVENUE SUITE 100
LOS ANGELES,CA90018 		N/A PC TO SUPPORT STAFF, VOLUNTEERS AND THOSE IN NEED TO ADDRESS THE EFFECTS OF HOMELESSNESS, POVERTY, MENTAL AND PHYSICAL ILLNESS, ABUSE AND ADDICTION. 10,000

THE PEOPLE CONCERN

2116 ARLINGTON AVENUE SUITE 100
LOS ANGELES,CA90018 		N/A PC TO SUPPORT STAFF, VOLUNTEERS AND THOSE IN NEED TO ADDRESS THE EFFECTS OF HOMELESSNESS, POVERTY, MENTAL AND PHYSICAL ILLNESS, ABUSE AND ADDICTION. 10,000

THE RESCUE TRAIN

13027 VICTORY BOULEVARD SUITE 522
NORTH HOLLYWOOD,CA91606 		N/A PC TO SUPPORT ELIMINATING ANIMAL SUFFERING THROUGH HANDS ON RESCUE WORK, DEDICATION TO SPAY AND NEUTER, SHELTER INTERVENTION, EDUCATION AND AWARENESS. 1,500

THORN

222 PACIFIC COAST HIGHWAY 10TH
FLOOR
EL SEGUNDO,CA90245 		N/A PC GENERAL SUPPORT FOR THORN WHOSE MISSION IS TO DRIVE TECHNOLOGICAL INNOVATION TO FIGHT THE SEXUAL EXPLOITATION OF CHILDREN. 20,000

UCLA UNICAMP

2131 JOHN WOODEN CENTER
LOS ANGELES,CA90095 		N/A PC GENERAL SUPPORT FOR UCLA UNICAMP WHICH CREATES OPPORTUNITIES FOR TODAYS KIDS FROM UNDERSERVED COMMUNITIES TO BECOME UCLA UNICAMP CAMPERS. ENABLING TODAYS CAMPERS TO BECOME TOMORROWS STUDENT VOLUNTEERS. EMPOWERING TODAYS UCLA STUDENT VOLUNTEERS TO BECOME TOMORROWS COMMUNITY LEADERS. CREATING OPPORTUNITIES FOR COMMUNITY LEADERS TO CONTRIBUTE TO THE SUCCESSFUL DEVELOPMENT OF TODAYS UNDERSERVED KIDS. 10,000

UNIHI EDUCATION FOUNDATION

11800 TEXAS AVENUE
LOS ANGELES,CA90025 		N/A PC GENERAL SUPPORT FOR UNIHI EDUCATION FOUNDATION WHICH IS COMPOSED OF ALUMNI, PARENTS, EDUCATORS, AND STUDENTS DEDICATED TO CONTINUED STUDENT EXCELLENCE AT UNIVERSITY HIGH SCHOOL. 1,000

UNITED IN HARMONY

PO BOX 34456
LOS ANGELES,CA90034 		N/A PC TO SUPPORT UNITED IN HARMONY'S MISSION WHICH IS TO PROVIDE CHILDREN EXPERIENCING POVERTY WITH HOPE AND OPPORTUNITIES. UNITED IN HARMONYS OVERNIGHT-CAMP PROGRAM (CAMP HARMONY) IS DESIGNED TO HELP CHILDREN DEVELOP POSITIVE SELF-ESTEEM AND TO THEREBY INSPIRE AND EMPOWER CAMPERS IN THEIR FUTURE ENDEAVORS. AT CAMP HARMONY, CHILDREN GROW THROUGH INTERACTIONS WITH TEENAGE AND ADULT ROLE MODELS WHILE EXPERIENCING NATURE, EXPLORING ARTS, SPORTS, AND AN ARRAY OF OTHER ENRICHING ACTIVITIES. 1,000

VISTA DEL MAR

3200 MOTOR AVENUE
LOS ANGELES,CA90034 		N/A PC GENERAL SUPPORT FOR VISTA DEL MAR WHICH PROVIDES A TRAUMA-RESPONSIVE CONTINUUM OF SERVICES TO EMPOWER CHILDREN, YOUTH, AND FAMILIES IN SOUTHERN CALIFORNIA TO LEAD FULFILLING LIVES. 125,000

VISTA DEL MAR

3200 MOTOR AVENUE
LOS ANGELES,CA90034 		N/A PC GENERAL SUPPORT FOR VISTA DEL MAR WHICH PROVIDES A TRAUMA-RESPONSIVE CONTINUUM OF SERVICES TO EMPOWER CHILDREN, YOUTH, AND FAMILIES IN SOUTHERN CALIFORNIA TO LEAD FULFILLING LIVES. 125,000

VISTA DEL MAR

3200 MOTOR AVENUE
LOS ANGELES,CA90034 		N/A PC GENERAL SUPPORT FOR VISTA DEL MAR WHICH PROVIDES A TRAUMA-RESPONSIVE CONTINUUM OF SERVICES TO EMPOWER CHILDREN, YOUTH, AND FAMILIES IN SOUTHERN CALIFORNIA TO LEAD FULFILLING LIVES. 125,000

VISTA DEL MAR

3200 MOTOR AVENUE
LOS ANGELES,CA90064 		N/A PC GENERAL SUPPORT FOR VISTA DEL MAR WHICH PROVIDES A TRAUMA-RESPONSIVE CONTINUUM OF SERVICES TO EMPOWER CHILDREN, YOUTH, AND FAMILIES IN SOUTHERN CALIFORNIA TO LEAD FULFILLING LIVES. 125,000

WHITNEY MUSEUM OF AMERICAN ART

99 GANSEVOORT STREET
NEW YORK,NY10014 		N/A PC TO SUPPORT THE WHITNEY MUSEUM OF AMERICAN ART WHICH SEEKS TO BE THE DEFINING MUSEUM OF TWENTIETH- AND TWENTY-FIRST-CENTURY AMERICAN ART. THE MUSEUM COLLECTS, EXHIBITS, PRESERVES, RESEARCHES, AND INTERPRETS ART OF THE UNITED STATES IN THE BROADEST GLOBAL, HISTORICAL, AND INTERDISCIPLINARY CONTEXTS. AS THE PREEMINENT ADVOCATE FOR AMERICAN ART, THEY FOSTER THE WORK OF LIVING ARTISTS AT CRITICAL MOMENTS IN THEIR CAREERS. THE WHITNEY EDUCATES A DIVERSE PUBLIC THROUGH DIRECT INTERACTION WITH ARTISTS, OFTEN BEFORE THEIR WORK HAS ACHIEVED GENERAL ACCEPTANCE. 15,000

YESHIVA GEDOLAH OF LOS ANGELES

5444 WEST OLYMPIC BOULEVARD
LOS ANGELES,CA90036 		N/A PC GENERAL SUPPORT FOR YESHIVA GEDOLAH OF LOS ANGELES WHOSE GOAL IS TO PROVIDE THEIR STUDENTS WITH THE HIGHEST LEVEL OF EDUCATION POSSIBLE IN BOTH JUDAIC AND SECULAR STUDIES. 15,000

YESHIVA GEDOLAH OF LOS ANGELES

5444 WEST OLYMPIC BOULEVARD
LOS ANGELES,CA90036 		N/A PC GENERAL SUPPORT FOR YESHIVA GEDOLAH OF LOS ANGELES WHOSE GOAL IS TO PROVIDE THEIR STUDENTS WITH THE HIGHEST LEVEL OF EDUCATION POSSIBLE IN BOTH JUDAIC AND SECULAR STUDIES. 10,000
Total .................................right arrow 3a 2,716,264
bApproved for future payment

LA PHIL
151 SOUTH GRAND AVENUE
LOS ANGELES,CA90012 		N/A PC GENERAL SUPPORT FOR THE LOS ANGELES PHILHARMONIC ASSOCIATION PRESENTS, AND PROMOTES THE PERFORMING ARTS IN ITS VARIED FORMS AT THE HIGHEST LEVEL OF EXCELLENCE TO A DIVERSE AND LARGE AUDIENCE, AT WALT DISNEY CONCERT HALL, THE HOLLYWOOD BOWL, AND THE FORD. 25,000

LA PHIL
151 SOUTH GRAND AVENUE
LOS ANGELES,CA90012 		N/A PC GENERAL SUPPORT FOR THE LOS ANGELES PHILHARMONIC ASSOCIATION PRESENTS, AND PROMOTES THE PERFORMING ARTS IN ITS VARIED FORMS AT THE HIGHEST LEVEL OF EXCELLENCE TO A DIVERSE AND LARGE AUDIENCE, AT WALT DISNEY CONCERT HALL, THE HOLLYWOOD BOWL, AND THE FORD. 25,000

LA PHIL
151 SOUTH GRAND AVENUE
LOS ANGELES,CA90012 		N/A PC GENERAL SUPPORT FOR THE LOS ANGELES PHILHARMONIC ASSOCIATION PRESENTS, AND PROMOTES THE PERFORMING ARTS IN ITS VARIED FORMS AT THE HIGHEST LEVEL OF EXCELLENCE TO A DIVERSE AND LARGE AUDIENCE, AT WALT DISNEY CONCERT HALL, THE HOLLYWOOD BOWL, AND THE FORD. 25,000

CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION (CHMCF)
1401 SOUTH GRAND AVENUE
LOS ANGELES,CA90015 		N/A PC GENERAL SUPPORT FOR CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION WHICH IS ORGANIZED TO RAISE, MANAGE AND DISTRIBUTE FUNDS IN SUPPORT OF THE MISSION AND VALUES OF CALIFORNIA HOSPITAL MEDICAL CENTER IN SERVING THE COMMUNITY. 20,000

CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION (CHMCF)
1401 SOUTH GRAND AVENUE
LOS ANGELES,CA90015 		N/A PC GENERAL SUPPORT FOR CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION WHICH IS ORGANIZED TO RAISE, MANAGE AND DISTRIBUTE FUNDS IN SUPPORT OF THE MISSION AND VALUES OF CALIFORNIA HOSPITAL MEDICAL CENTER IN SERVING THE COMMUNITY. 20,000

CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION (CHMCF)
1401 SOUTH GRAND AVENUE
LOS ANGELES,CA90015 		N/A PC GENERAL SUPPORT FOR CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION WHICH IS ORGANIZED TO RAISE, MANAGE AND DISTRIBUTE FUNDS IN SUPPORT OF THE MISSION AND VALUES OF CALIFORNIA HOSPITAL MEDICAL CENTER IN SERVING THE COMMUNITY. 20,000

CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION (CHMCF)
1401 SOUTH GRAND AVENUE
LOS ANGELES,CA90015 		N/A PC GENERAL SUPPORT FOR CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION WHICH IS ORGANIZED TO RAISE, MANAGE AND DISTRIBUTE FUNDS IN SUPPORT OF THE MISSION AND VALUES OF CALIFORNIA HOSPITAL MEDICAL CENTER IN SERVING THE COMMUNITY. 20,000
Total ................................. right arrow 3b 155,000
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 ........... 		         
4 Dividends and interest from securities ....     14 1,068,244  
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 .....     01 132,769  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -1,672,785  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 -471,772 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-471,772
(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:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX, ACCOUNTING, AND AUDIT FEES 155,013 77,506   79,421

TY 2023 GeneralExplanationAttachment
Name:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
Identifier Return Reference Explanation
  FORM 990-PF PART VII-B; QUESTIONS 1A(3) AND 1B PURSUANT TO I.R.C. SECTION 4941(D)(2)(E) EXCEPT IN THE CASE OF A GOVERNMENT OFFICIAL (AS DEFINED IN SECTION 4946(C)), THE PAYMENT OF COMPENSATION (AND THE PAYMENT OR REIMBURSEMENT OF EXPENSES) BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRYING OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF THE COMPENSATION (OR PAYMENT OR REIMBURSEMENT) IS NOT EXCESSIVE. BLACK EQUITIES IS OWNED BY A DISQUALIFIED PERSON, THEREBY MAKING IT A DISQUALIFIED PERSON. BLACK EQUITIES PROVIDES MANAGEMENT SERVICES TO THE STANLEY & JOYCE BLACK FAMILY FOUNDATION (THE "FOUNDATION"). THE SERVICES PERFORMED ARE REASONABLE AND NECESSARY FOR CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSES AND THE AMOUNT PAID BY THE FOUNDATION FOR SUCH SERVICES IS NOT EXCESSIVE. THE PAYMENT OF SUCH COMPENSATION TO BLACK EQUITIES SHALL NOT CONSTITUTE AN ACT OF SELF-DEALING.

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
Name of Bond End of Year Book Value End of Year Fair Market Value
BOFAML 4.330 03/15/50 '49 MTN06051GHS1 24,736 24,736
VERIZON 3.550 03/22/51 '5092343VGB4 25,467 25,467
AIRCASTLE 4.250 06/15/26 '2600928QAS0 22,233 22,233
RADIOSHACK CORP NTS B/E DEFAULTED 7 7
WELLS FARGO 2.879 10/30/30 '29 MTN95000U2G7 23,144 23,144
CAMPBELL SOUP 2.375 04/24/30 '30134429BJ7 23,437 23,437
PNC FINL SVC 5.068 01/24/34 '33 FRN693475BM6 23,525 23,525
CELANESE US 6.550 11/15/30 '3015089QAX2 23,288 23,288
WALGREENS BOOTS 3.200 04/15/30 '30931427AS7 23,821 23,821
AECOM 5.125 03/15/27 '2600774CAB3 22,832 22,832
UNTD RENTL NR AM 3.875 02/15/31 '25911363AM1 38,161 38,161
CHARTER COMMN 4.908 07/23/25 '25161175AY0 21,795 21,795
US BANCORP 5.775 06/12/29 '28 MTN91159HJM3 22,619 22,619
AMERICAN TOWER 2.750 01/15/27 '2603027XAX8 22,511 22,511
THE GOLDMAN SACHS GROUP ISSUE SP38141GXJ8 21,504 21,504
TEVA PHARMA III 3.150 10/01/2688167AAE1 24,075 24,075
GENERAL FINAN 5.800 06/23/28 '2837045XEH5 22,626 22,626
AT&T 5.400 02/15/34 '3300206RMT6 23,768 23,768
US TREASURY 3.875 02/15/43912810TQ1 23,924 23,924
BALL 2.875 08/15/30 '30058498AW6 23,171 23,171
US TREASURY 3.500 02/15/39912810QA9 95,031 95,031
US TREASURY 3.625 03/31/2891282CGT2 21,778 21,778
US TREASURY 3.125 05/15/48912810SC3 48,539 48,539
SONOCO PRODUCTS 2.850 02/01/32 '31835495AP7 23,021 23,021
ATP OIL GAS CORP NTS DEFAULTED 97 97
BOEING 5.150 05/01/30 '30097023CY9 22,425 22,425
US TREASURY 2.250 05/15/41912810SY5 23,705 23,705
FREDDIE MAC FNCL SD1818 4.000 10/01/523132DPAT5 17,666 17,666
ORACLE 2.800 04/01/27 '2768389XBU8 22,648 22,648
FREDDIE MAC FNCL RA1193 4.000 08/01/493133KGKE7 109,586 109,586
FREDDIE MAC FNCL RA3586 4.000 09/01/503133KJ6X5 24,361 24,361
FREDDIE MAC FNCL RA9270 5.500 06/01/533133KRJP0 123,570 123,570
FREDDIE MAC FNCL ZS9495 3.500 10/01/453132AARQ9 132,279 132,279
FREDDIE MAC FNCL ZT0542 4.000 07/01/483132ACS76 47,211 47,211
FREEPORT MCMORAN 4.250 03/01/30 '2535671DCF0 32,854 32,854
NRG ENERGY 5.750 01/15/28 '24629377CE0 21,918 21,918
US TREASURY 1.875 02/15/51912810SU3 73,312 73,312
CROWN CASTLE 4.300 02/15/29 '2822822VAL5 23,119 23,119
ENERGY TRANSFER 6.550 12/01/33 '3329273VAU4 23,878 23,878
FANNIE MAE FNCL FM1420 3.500 12/01/473140X4SJ6 71,970 71,970
FANNIE MAE FNCL CA4182 4.500 09/01/493140QBUG1 168,226 168,226
FISERV 4.200 10/01/28 '28337738AR9 22,492 22,492
FANNIE MAE FNCI FS2931 2.000 03/01/373140XJHH9 58,586 58,586
HOWMET 6.875 05/01/25 '25443201AA6 18,258 18,258
HOWMET 5.900 02/01/27013817AJ0 3,078 3,078
FANNIE MAE FNCL FM6355 4.500 08/01/503140XABZ4 10,216 10,216
COMMONSPIRIT HEA 3.347 10/01/29 '2920268JAB9 22,853 22,853
MICROSOFT 2.525 06/01/50 '49594918CC6 24,702 24,702
MORGAN STANLEY 4.431 01/23/30 '29 MTN6174468G7 22,425 22,425
CLEVELAND-CLIFFS 5.875 06/01/27 '24185899AH4 16,942 16,942
NETFLIX 5.875 11/15/2864110LAT3 23,162 23,162
DIAMONDBACK 6.250 03/15/33 '3225278XAV1 21,394 21,394
CHENIERE ENG 4.500 10/01/29 '2416411QAG6 22,907 22,907
OCCIDENTAL 7.875 09/15/31674599DE2 22,751 22,751
OLIN 5.625 08/01/29 '24680665AL0 22,634 22,634
CROWDSTRIKE HLDG 3.000 02/15/29 '2422788CAA3 23,508 23,508
NAVIENT 5.000 03/15/27 '2663938CAK4 23,168 23,168
MCDONALD'S CORP 4.800 08/14/28 '28 MTN58013MFU3 22,400 22,400
JP MORGAN 3.157 04/22/42 '41 FRN46647PCD6 24,023 24,023
DELL INTL 5.300 10/01/29 '2924703TAG1 32,982 32,982
DIAMONDBACK 3.500 12/01/29 '2925278XAN9 1,860 1,860
KRAFT HEINZ FOOD 3.750 04/01/30 '3050077LAV8 22,969 22,969
HCA 3.500 09/01/30 '30404119CA5 23,591 23,591
FANNIE MAE FNCI CA6862 2.000 09/01/353140QETU6 60,112 60,112

TY 2023 InvestmentsCorpStockSchedule
Name:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
Name of Stock End of Year Book Value End of Year Fair Market Value
GUIDEWIRE SOFTWARE INCGWRE 48,850 48,850
WORKIVA INCWK 80,006 80,006
HEICO CORPHEI 168,138 168,138
KINDER MORGAN INC PKMI 19,404 19,404
LOWE'S COMPANIES INCLOW 22,255 22,255
PNC FINL SVC 6.200 PERP '27 FRN693475BF1 485,475 485,475
MEDPACE HLDGS INCCOMMEDP 97,170 97,170
GRAND CANYON EDUCATION INCLOPE 113,422 113,422
GLOBANT SAGLOB 182,531 182,531
COCA-COLA COKO 35,358 35,358
COMCAST CORP CLASS ACMCSA 87,700 87,700
COSTAR GROUP INCCSGP 185,267 185,267
COSTCO WHOLESALE CORPCOST 66,008 66,008
PRIVIA HEALTH GROUP INCPRVA 36,503 36,503
PIONEER NATURAL RESOURCES COPXD 22,488 22,488
ORACLE CORPORCL 21,086 21,086
FIRST TRUST NASDAQ CYBERSECURITY ETFCIBR 457,640 457,640
FIVE BELOW INCFIVE 137,488 137,488
FLOOR & DECOR HOLDINGS INCFND 79,319 79,319
GOLDMAN SACHS 7.500 PERP '29 FRN38141GA38 522,665 522,665
MCDONALD'S CORPMCD 118,604 118,604
WALT DISNEY CODIS 45,145 45,145
WASTE MANAGEMENT INCWM 53,730 53,730
VERISK ANALYTICS INCVRSK 96,261 96,261
WELLS FARGO 5.900 PERP '24949746RG8 494,385 494,385
THE HERSHEY COHSY 55,932 55,932
STARBUCKS CORPSBUX 80,264 80,264
PIMCO DYNAMIC INCOME STRATEGY FUNDPDX 746,496 746,496
WEST PHARMACEUTICAL SERVICES INCWST 157,046 157,046
VERALTO CORPVLTO 13,573 13,573
VISA INC CLASS AV 26,035 26,035
VISA INC CLASS AV 85,395 85,395
MAINSTAY CBRE GLB INFRA MEGATR TERM ORDMEGI 233,640 233,640
MICROSOFT CORPMSFT 75,208 75,208
MICROSOFT CORPMSFT 368,143 368,143
MOTOROLA SOLUTIONS INCMSI 48,529 48,529
MERCK & CO INCMRK 109,020 109,020
NVIDIA CORPNVDA 224,830 224,830
JP MORGAN 5.000 PERP '24 FRN48128BAF8 490,825 490,825
MONDELEZ INTERNATIONAL INC CLASS AMDLZ 86,916 86,916
JOHNSON & JOHNSONJNJ 94,044 94,044
NETFLIX INCNFLX 58,426 58,426
BONY MELLON 3.750 PERP '26 FRN064058AL4 32,850 32,850
AUTOMATIC DATA PROCESSING INCADP 163,079 163,079
PROGRESSIVE CORPPGR 95,568 95,568
RB GLOBAL INCRBA 132,777 132,777
ROPER TECHNOLOGIES INCROP 54,517 54,517
S&PGLOBAL INC COMSPGI 131,715 131,715
SALESFORCE INCCRM 148,937 148,937
SERVICENOW INCNOW 139,885 139,885
ENSIGN GROUP INCENSG 61,267 61,267
ARTHUR J. GALLAGHER & COAJG 89,952 89,952
DANAHER CORPDHR 69,402 69,402
EATON CORP PLCETN 96,328 96,328
APPLE INCAAPL 211,783 211,783
ENOVIX CORPENVX 30,048 30,048
DANAHER CORPDHR 114,745 114,745
ANSYS INCANSS 111,404 111,404
ETFMG PRIME JUNIOR SILVER MINERS ETFSILJ 165,000 165,000
SPDR GOLD SHARESGLD 632,773 632,773
SPDR GOLD SHARESGLD 76,468 76,468
EXELON CORPEXC 86,160 86,160
ABBVIE INCABBV 139,473 139,473
ALPHABET INC AGOOGL 55,876 55,876
CHENIERE ENERGY INCLNG 34,142 34,142
BROADCOM INC COMAVGO 111,625 111,625
CISCO SYSTEMS INCCSCO 45,468 45,468
EXXON MOBIL CORPXOM 99,980 99,980
ANALOG DEVICES INCADI 137,205 137,205
ROLLINS INCROL 127,342 127,342
ECOLAB INCECL 42,050 42,050
BLACKLINE INCBL 58,194 58,194
CHARLES RIVER LABORATORIES INTERNATIONAL INCCRL 36,169 36,169
BOFAML 6.125 PERP '27 FRN06055HAB9 494,915 494,915
AMAZON.COM INCAMZN 194,939 194,939
ALPHABET INC CGOOG 76,102 76,102
AMERICAN EXPRESS 3.550 PERP '26 FRN025816CH0 22,290 22,290
ALIGN TECHNOLOGY INCALGN 64,116 64,116
AMAZON.COM INCAMZN 45,582 45,582
ALPHABET INC AGOOGL 75,433 75,433
CITIGROUP 6.300 PERP '24 FRN172967HQ7 492,785 492,785
UNITEDHEALTH GROUP INCUNH 128,459 128,459
UNITEDHEALTH GROUP INCUNH 52,647 52,647
TYLER TECHNOLOGIES INCTYL 141,743 141,743
VANECK GOLD MINERS ETFGDX 184,510 184,510
VEEVA SYSTEMS INCVEEV 131,106 131,106
PAYCOM SOFTWARE INCPAYC 77,727 77,727
IDEXX LABORATORIES INCIDXX 113,785 113,785
INTERNATIONAL BUSINESS MACHINES CORPIBM 81,775 81,775
FASTENAL COFAST 149,360 149,360
PAYLOCITY HOLDING CORPPCTY 35,937 35,937

TY 2023 InvestmentsGovtObligationsSch
Name:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
US Government Securities - End of Year Book Value:

1,485,100
US Government Securities - End of Year Fair Market Value:

1,485,100
State & Local Government Securities - End of Year Book Value:


133,971
State & Local Government Securities - End of Year Fair Market Value:


133,971


TY 2023 InvestmentsOtherSchedule2
Name:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
NEUBERGER BERMAN MULTI-CAP OPP INMULX FMV 2,137,876 2,137,876
NEUBERGER BERMAN LONG SHORT INSTLNLSIX FMV 1,608,729 1,608,729
AQR LONG-SHORT EQUITY IQLEIX FMV 252,098 252,098
CATALYST SYSTEMATIC ALPHA AATRAX FMV 265,883 265,883
WCM FOCUSED INTERNATIONAL GROWTH INSTLWCMIX FMV 227,909 227,909
NUVEEN PREFERRED SECS & INC INPSRX FMV 2,724,706 2,724,706
CATALYST/CIFC FLOATING RATE INCOME ICFRIX FMV 1,372,590 1,372,590
CATALYST/MILLBURN HEDGE STRATEGY IMBXIX FMV 240,457 240,457
ALGER DYNAMIC OPPORTUNITIES ZADOZX FMV 781,627 781,627
VANGUARD CASH RSRV FEDERAL MNYMKTADMIRALVMRXX FMV 3,866,799 3,866,799
PIMCO INCOME INSTLPIMIX FMV 960,821 960,821

TY 2023 LegalFeesSchedule
Name:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,100 0   7,114


TY 2023 OtherAssetsSchedule
Name:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEFERRED INVESTMENT EXCISE TAX ASSET 10,301 20,649 20,649


TY 2023 OtherExpensesSchedule
Name:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 659 0   659
OFFICE FEES 195 0   195
PENALTIES 848 0   0
481(A) ADJUSTMENT 0 11,239   0


TY 2023 OtherIncomeSchedule2
Name:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CURRENT INCOME TAX REFUND 32,769 0 32,769
REFUND DISCONTINUED PLEDGE 100,000 0 100,000


TY 2023 OtherIncreasesSchedule
Name:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
Description Amount
NET UNREALIZED GAINS (LOSSES) 4,075,820


TY 2023 OtherLiabilitiesSchedule
Name:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
Description Beginning of Year - Book Value End of Year - Book Value
US BANCORP CALL OPT 01/23 45.0 495 0
SPDR GOLD SHARES CALL OPT 01/23 175.0 302 0
MERCK & CO INC CALL OPT 03/23 100.0 12,875 0
COCA-COLA CO CALL OPT 02/23 60.0 3,202 0
APPLE INC CALL OPT 04/23 160.0 1,678 0
COMCAST CORP CLASS A CALL OPT 01/23 37.5 390 0
3M CO CALL OPT 01/23 125.0 735 0
CISCO SYSTEMS INC CALL OPT 01/23 47.0 1,736 0
QUALCOMM INC CALL OPT 03/23 120.0 3,720 0
THE HERSHEY CO CALL OPT 01/23 250.0 68 0
INTERNATIONAL BUSINESS MACHINES CORP CALL OPT 02/23 140.0 5,580 0
MCDONALD'S CORP CALL OPT 03/23 290.0 644 0
MICROSOFT CORP CALL OPT 02/23 255.0 1,175 0
ORACLE CORP CALL OPT 01/23 80.0 1,172 0
ARTHUR J. GALLAGHER & CO CALL OPT 04/23 210.0 818 0
REGIONS FINANCIAL CORP CALL OPT 01/23 22.0 1,425 0
EXELON CORP CALL OPT 04/23 44.0 3,320 0
T-MOBILE US INC CALL OPT 02/23 160.0 365 0
EATON CORP PLC CALL OPT 01/23 155.0 1,980 0
APPLIED MATERIALS INC CALL OPT 03/23 120.0 755 0
KINDER MORGAN INC P CALL OPT 02/23 19.0 870 0
EXXON MOBIL CORP CALL OPT 04/23 115.0 5,750 0
ABBVIE INC CALL OPT 02/23 160.0 5,828 0
PIONEER NATURAL RESOURCES CO CALL OPT 03/23 260.0 410 0
AMGEN INC CALL OPT 04/23 280.0 2,048 0
JOHNSON & JOHNSON CALL OPT 01/23 180.0 891 0
WAL-MART STORES INC CALL OPT 01/23 130.0 8,628 0
DARDEN RESTAURANTS INC CALL OPT 01/23 135.0 2,000 0
AUTOMATIC DATA PROCESSING INC CALL OPT 01/24 230.0 0 4,165
EATON CORP PLC CALL OPT 01/25 270.0 0 6,320
DANAHER CORP CALL OPT 01/24 240.0 0 675
INTERNATIONAL BUSINESS MACHINES CORP CALL OPT 04/24 155.0 0 6,250
APPLE INC CALL OPT 02/24 200.0 0 3,355
LOWE'S COMPANIES INC CALL OPT 04/24 210.0 0 2,002
ROPER TECHNOLOGIES INC CALL OPT 05/24 560.0 0 1,990
PIONEER NATURAL RESOURCES CO CALL OPT 01/24 230.0 0 250
COCA-COLA CO CALL OPT 02/24 60.0 0 573
ABBVIE INC CALL OPT 03/24 155.0 0 4,972
UNITEDHEALTH GROUP INC CALL OPT 03/24 560.0 0 758
MICROSOFT CORP CALL OPT 03/24 395.0 0 1,935
COMCAST CORP CLASS A CALL OPT 01/24 42.5 0 3,220
EXELON CORP CALL OPT 04/24 42.0 0 300
CISCO SYSTEMS INC CALL OPT 03/24 52.5 0 927
ALPHABET INC A CALL OPT 02/24 145.0 0 1,540
EXXON MOBIL CORP CALL OPT 02/24 110.0 0 770
MERCK & CO INC CALL OPT 01/24 110.0 0 1,330
CHENIERE ENERGY INC CALL OPT 01/24 185.0 0 65
COSTCO WHOLESALE CORP CALL OPT 04/24 600.0 0 7,578
AMAZON.COM INC CALL OPT 01/24 150.0 0 1,410
MONDELEZ INTERNATIONAL INC CLASS A CALL OPT 01/24 75.0 0 270
ARTHUR J. GALLAGHER & CO CALL OPT 04/24 250.0 0 990
JOHNSON & JOHNSON CALL OPT 04/24 165.0 0 1,647
WALT DISNEY CO CALL OPT 02/24 100.0 0 548
MCDONALD'S CORP CALL OPT 07/24 310.0 0 3,820
ORACLE CORP CALL OPT 03/24 110.0 0 705
WASTE MANAGEMENT INC CALL OPT 06/24 180.0 0 2,745
BROADCOM INC COM CALL OPT 07/24 1140.0 0 9,860
VISA INC CLASS A CALL OPT 01/24 240.0 0 2,148
THE HERSHEY CO CALL OPT 01/24 220.0 0 82
PROGRESSIVE CORP CALL OPT 01/24 140.0 0 11,880
KINDER MORGAN INC P CALL OPT 06/24 19.0 0 313


TY 2023 OtherProfessionalFeesSchedule
Name:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 565,435 199,600   365,835
INVESTMENT FEES 101,715 101,715   0


TY 2023 TaxesSchedule
Name:
THE STANLEY & JOYCE
 
BLACK FAMILY FOUNDATION
EIN:
95-4259961
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 643 643   0
CURRENT INCOME TAX EXPENSE 18,503 0   0
DEFERRED FED EXCISE TAX PROVISION 32,091 0   0