IN & SUSANNA H VAN NUYS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: IN & SUSANNA H VAN NUYS FOUNDATION (EIN 95-6006019)
Tax period: 2020-06-01 to 2021-05-31
Filed: 2021-08-27
IRS object ID: 202112399349100316
Schema version: 2020v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Depreciation Schedule
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-08-27T14:12:43-05:00	ReturnTs
Tax Period End	2021-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HOLTHOUSE CARLIN & VAN TRIGT LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	11444 w OLYMPIC BLVD 11TH FLR	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90064	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	956006019	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	IN & SUSANNA H VAN NUYS FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% MR GEORGE BENDER	InCareOfNm
Business Name Control	IN&S	BusinessNameControlTxt
Phone	3108886323	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11444 W OLYMPIC BLVD 11TH FLOOR	AddressLine1Txt
City	Los Angeles	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90064	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GEORGE BENDER	PersonNm
Person Title	Co-Trustee	PersonTitleTxt
Phone	2136838790	PhoneNum
Signature	2021-07-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	GEORGE	PersonFirstNm
Person Last	BENDER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL S DREYER	PreparerPersonNm
PTIN	P00002084	PTIN
Phone	3105661900	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$26,214,822	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$243,397	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$243,397	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$600,340	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$600,340	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$82,200	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,418,954	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$761,537	TotalRevAndExpnssAmt
Total Net Invst Incm	$843,737	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$12,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$6,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$6,000	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$25,820	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$12,910	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$12,910	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$120,258	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$120,258	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$66,413	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$1,515	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$1,515	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$226,006	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$139,168	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$20,425	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,212,376	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,212,376	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,438,382	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$139,168	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,232,801	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$676,845	ExcessRevenueOverExpensesAmt
Net Investment Income	$704,569	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,697,235	CashBOYAmt
Cash EOY	$1,433,243	CashEOYAmt
Cash EOYFMV	$1,433,243	CashEOYFMVAmt
US Government Obligations BOY	$560,643	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$559,362	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$613,985	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$4,828,143	CorporateStockBOYAmt
Corporate Stock EOY	$5,483,995	CorporateStockEOYAmt
Corporate Stock EOYFMV	$19,968,743	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$4,699,887	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,632,460	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$4,198,851	CorporateBondsEOYFMVAmt
Total Assets BOY	$11,785,908	TotalAssetsBOYAmt
Total Assets EOY	$11,109,060	TotalAssetsEOYAmt
Total Assets EOYFMV	$26,214,822	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$11,785,908	CapitalStockBOYAmt
Capital Stock EOY	$11,109,060	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$11,785,908	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$11,109,060	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$11,785,908	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$11,109,060	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$11,785,908	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$676,845	ExcessRevenueOverExpensesAmt
Subtotal	$11,109,063	SubtotalAmt
Other Decreases	$3	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$11,109,060	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS MTN 6.000%	2020-06-15	$215,000	$242,331	-$27,331	-$27,331
VIATRIS INC	2020-12-07	$10	$1	$9	$9
VIATRIS INC	2020-12-22	$43,652	$3,021	$40,631	$40,631
BNP PARIBAS MTN 5.000%	2021-01-15	$250,000	$253,448	-$3,448	-$3,448
MORGAN STANLEY 5.750%	2021-01-25	$250,000	$254,093	-$4,093	-$4,093
UGI CORP	2021-02-23	$384,502	$469,166	-$84,664	-$84,664
VERIZON COMM INC 5.150%	2021-05-28	$275,790	$279,095	-$3,305	-$3,305

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$82,201	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$9,794	InvestmentIncomeExciseTaxAmt
Subtotal	$9,794	SubtotalAmt
Tax Based On Investment Income	$9,794	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$17,083	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$17,083	TotalPaymentsAndCreditsAmt
Overpayment	$7,289	OverpaymentAmt
Applied To ES Tax	$7,289	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MR GEORGE BENDER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3108886323	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 N ROXBURY DRIVE SUITE 600	AddressLine1Txt
City	Beverly Hills	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90210	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
GEORGE A BENDER
400 N Roxbury Drive Ste 600	Beverly Hills	CA	90210	CO-TRUSTEE	2.0	$4,000	$0	$0
MARIBETH BORTHWICK
400 N Roxbury Drive Ste 600	Beverly Hills	CA	90210	CO-TRUSTEE	2.0	$4,000	$0	$0
BRUCE PHERSON JR
400 N Roxbury Drive Ste 600	Beverly Hills	CA	90210	CO-TRUSTEE	2.0	$4,000	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$23,111,663	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,565,239	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$24,676,902	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$24,676,902	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$370,154	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$24,306,748	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,215,337	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,215,337	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$9,794	TaxBasedOnInvestmentIncomeAmt
Total Tax	$9,794	TotalTaxAmt
Distributable Before Adj	$1,205,543	DistributableBeforeAdjAmt
Distributable Before Ded	$1,205,543	DistributableBeforeDedAmt
Distributable As Adjusted	$1,205,543	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,232,801	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$1,232,801	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,232,801	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,205,543	DistributableAsAdjustedAmt
Undistributed Income PY	$1,127,959	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Prior Year2	2017	PriorYear2Yr
Prior Year3	2016	PriorYear3Yr
Total For Prior Years	$77,866	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,232,801	QualifyingDistributionsAmt
Applied To Year1	$1,127,959	AppliedToYear1Amt
Applied To Prior Years	$77,866	AppliedToPriorYearsAmt
Applied To Current Year	$26,976	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$1,178,567	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
CALIFORNIA INSTITUTE OF TECHNOLOGY
MC 105-40	PASADENA	CA	91125	UNRELATED	PC	GENERAL SUPPORT	$46,124
CHILDREN'S HOSPITAL OF LOS ANGELES
4650 SUNSET BOULEVARD MS 29	LOS ANGELES	CA	90027	UNRELATED	PC	GENERAL SUPPORT	$55,350
GOOD SAMARITAN HOSPITAL
1225 WILSHIRE BOULEVARD	LOS ANGELES	CA	90017	UNRELATED	PC	GENERAL SUPPORT	$386,085
THE HUNTINGTON LIBRARY ART COLLECTIONS & BOTANIC
1151 OXFORD ROAD	SAN MARINO	CA	91108	UNRELATED	PC	GENERAL SUPPORT	$18,451
LOS ANGELES COUNTY MUSEUM OF ART
5905 WILSHIRE BOULEVARD	LOS ANGELES	CA	90036	UNRELATED	PC	GENERAL SUPPORT	$9,225
LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY
900 EXPOSITION BOULEVARD	LOS ANGELES	CA	90007	UNRELATED	PC	GENERAL SUPPORT	$9,225
MUSIC CENTER
135 NORTH GRAND AVENUE	LOS ANGELES	CA	90012	UNRELATED	PC	GENERAL SUPPORT	$25,000
ST JOHN'S EPISCOPAL CHURCH
514 WEST ADAMS BOULEVARD	LOS ANGELES	CA	90007	UNRELATED	PC	GENERAL SUPPORT	$500
WELLESLEY COLLEGE
106 CENTRAL STREET	WELLESLEY	MA	021818201	UNRELATED	PC	GENERAL SUPPORT	$92,251
Hollenbeck Palms
573 South Boyle Avenue	Los Angeles	CA	90033	Unrelated	PC	General Support	$10,000
Phillips Academy
3404 W 1st Street	Los Angeles	CA	90004	UNRELATED	PC	General Support	$10,000
St Joseph's Indian School
1301 N Main Street	Chamberlain	SD	57325	unrelated	PC	general purposes	$5,000
ACCESS BOOKS
ORTON AVE	LOS ANGELES	CA	90064	UNRELATED	PC	GENERAL SUPPORT	$25,000
GEORGE WASHINGTON MT VERNON ESTATE
3200 MOUNT VERNON MEMORIAL HWY	MOUNT VERNON	VA	22121	UNRELATED	PC	GENERAL SUPPORT	$50,000
LIBRARY FOUNDATION OF LOS ANGELES
630 W 5TH ST	LOS ANGELES	CA	90071	UNRELATED	PC	GENERAL SUPPORT	$25,000
CAMPBELL HALL
4533 LAUREL CAYON BLVD	STUDIO CITY	CA	91607	UNRELATED	PC	GENERAL SUPPORT	$50,000
HILLSIDES
815 COLORADO BLVD	LOS ANGELES	CA	90041	UNRELATED	PC	GENERAL SUPPORT	$25,000	SUITE 300
COMMUNITY PARTNERS
1000 N ALAMEDA STREET	LOS ANGELES	CA	90012	UNRELATED	PC	GENERAL SUPPORT	$10,000	SUITE 240
UPLIFT FAMILY SERVICES
815 N EL CENTRO AVENUE	LOS ANGELES	CA	90038	UNRELATED	PC	GENERAL SUPPORT	$10,000
ELEPHANT SANCTUARY
27 E MAIN ST	HOHENWAID	TN	38462	UNRELATED	PC	GENERAL SUPPORT	$20,000
EPISCOPAL HOME COMMUNITIES
605 E HUNTINGTON DR SUITE 207	MONROVIA	CA	91016	UNRELATED	PC	GENERAL SUPPORT	$10,000
VIEWPOINT SCHOOL
23620 MULHOLLAND HWY	CALABASAS	CA	91302	UNRELATED	PC	GENERAL SUPPORT	$50,000
MARLBOROUGH SCHOOL
250 S ROSSMORE AVE	LOS ANGELES	CA	90004	UNRELATED	PC	GENERAL SUPPORT	$50,000
PIH HEALTH FOUNDATION
7612 GREENLEAF AVE	WHITTIER	CA	90602	UNRELATED	PC	GENERAL SUPPORT	$100,165
PITZER COLLEGE
1050 N MILLS AVE	LOS ANGELES	CA	91711	UNRELATED		GENERAL SUPPORT	$50,000
ST MATTHEW'S MUSIC GUILD
1031 BIENVENEDA AVE	PACIFIC PALISADES	CA	90272	UNRELATED	PC	GENERAL SUPPORT	$25,000
THE BUCKLEY SCHOOL
39000 STANSBURY AVE	SHERMAN OAK	CA	91423	UNRELATED	PC	GENERAL SUPPORT	$25,000
THE PEOPLE CONCERN
2116 ARLINGTON AVE SUITE 100	LOS ANGELES	CA	90018	UNRELATED	PC	GENERAL SUPPORT	$20,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,212,376	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$843,737	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$82,200	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$761,537	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$761,537	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$25,820	Amt
Net Investment Income	$12,910	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$12,910	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	SELF-DEALING (IRC SECTION 4941) - COMPENSATION OR PAID/REIMBURSED EXPENSES	IdentifierTxt
Form And Line Reference	SELF-DEALING (IRC SECTION 4941) - COMPENSATION OR PAID/REIMBURSED EXPENSES	FormAndLineReferenceDesc
Medium Explanation	THREE TRUSTEES WERE PAID $4,000 IN TRUSTEE FEES. THE SERVICES ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION.	MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
INTL. BUSINESS MACHINES CORP.	$243,750	$322,995
MORGAN STANLEY	$0	$0
GOLDMAN SACHS GROUP INC.	$0	$0
FLEET FINANCIAL GROUP INC.	$256,551	$319,825
ALCOA, INC.	$251,129	$290,080
LOEWS CORP.	$245,258	$334,820
SUNTRUST BANKS	$251,077	$301,683
HSBC BK USA	$250,000	$321,063
KINDER MORGAN ENERGY	$266,379	$314,833
AMERICAN EXPRESS CO	$267,925	$283,995
BOEING CO	$266,638	$254,300
VERIZON COMMUNICATIONS	$0	$0
ZENECA WILMINGTON	$276,449	$287,938
CVS HEALTH CORP	$279,863	$313,450
ENERGY TRANSFER PARTNERS	$234,295	$274,833
BNP PARIBAS	$0	$0
CITIGROUP INC	$276,348	$294,003
DOW CHEMICAL CO/THE	$266,798	$285,033

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
VERIZON COMMUNICATIONS	$93,755	$677,880
AT&T	$98,302	$588,600
PFIZER INCORPORATED	$54,788	$774,600
EXXON MOBIL CORPORATION	$22,332	$583,700
KIMBERLY CLARK CORPORATION	$30,186	$1,306,300
3M MINNESOTA MINING & MFG CORP	$82,033	$1,725,840
JOHNSON & JOHNSON	$175,350	$592,375
SOUTHERN COMPANY	$349,560	$767,040
ALTRIA GROUP INCORPORATED	$5,402	$738,300
DUPONT E. I. DE NEMOURS & CO.	$156,982	$433,778
PHILIP MORRIS INTERNATIONAL	$12,310	$1,446,450
S&P GLOBAL (FKA MCGRAW-HILL)	$72,464	$1,328,145
INTEL CORP.	$360,000	$1,028,160
IBM	$187,273	$215,610
APPLE INC.	$340,706	$1,993,760
CONOCO PHILLIPS	$684,366	$668,880
WELLTOWER REIT (FKA HEALTHCARE	$462,913	$598,160
JP MORGAN CHASE & CO.	$367,239	$1,149,680
MERCK & CO. INC.	$271,750	$478,107
CISCO	$172,013	$396,750
DOW INC	$109,583	$350,858
OTIS WORLDWIDE CORP	$76,572	$234,990
RAYTHEON TECHNOLOGIES CORP	$170,074	$532,260
UGI CORP	$0	$0
INTERNATIONAL PAPER CO	$596,832	$757,200
DUKE ENERGY CORP	$531,210	$601,320

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$298,019	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$340,020	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$261,343	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$273,965	StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	ROUNDING	Desc
Amt	$3	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LIABILITY COVERAGE FOR TTEES	$750	$750
EXPONENT PHILANTHROPY	$765	$765

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$120,258	Amt
Net Investment Income	$120,258	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt
FORM 990-PF (ESTIMATE)	$66,253
FORM RRF-1	$150
FORM 109T	$10