2020-11-13T16:33:21-06:00 2019-12-31 273707378 PHILLIPS LAW PARTNERS LLP 707 WILSHIRE BLVD STE 3800 LOS ANGELES CA 900173541 990PF 2019-01-01 201629769 THE GEORGE AND MARGARET ZIVELONGHI FOUNDATION GEOR 2136809212 707 WILSHIRE BLVD STE 3800 LOS ANGELES CA 900173541 MARGARET M ZIVELONGHI PRESIDENT 2136809212 2020-11-10 1 GARY R PHILLIPS P00640792 2136809212 2020-11-10 38.142.230.26 2020-11-10 12:45:03 PS P 6C11A2C005D844A35207A6C3BC8F2A5C472B3628 6C11A2C005D844A35207A6C3BC8F2A5C472B3628 2019 2021-04-22 16:20:28Z X 911999 X X 16404 16404 6740 6740 2255 182075 2255 25399 25399 0 0 0 8149 4075 4074 4638 4638 0 3278 186 0 1009 974 25 17074 9873 4099 100000 100000 117074 9873 104099 -91675 15526 24294 2833 2833 50003 0 0 596738 526545 535343 245000 303181 373823 916035 832559 911999 8199 0 8199 X 0 0 0 0 916035 824360 916035 824360 916035 832559 916035 -91675 0 824360 0 824360 40,000 CIT BANK P 2014-01-21 2019-07-18 40000 40008 -8 -8 30000 DISCOVER BANK 2.4% P 2017-01-11 2019-11-21 30269 30021 248 248 30,000 GOLDMAN SACHS BANK P 2014-10-03 2019-07-16 30000 29760 240 240 30,000 GOLDMAN SACHS BANK P 2013-10-11 2019-01-11 30000 30028 -28 -28 50,000 PASADENA CA P 2014-03-19 2019-11-01 50000 50003 -3 -3 CAPITAL GAINS DIVIDENDS P 1806 1806 1806 2255 0 47385 932710 0.050804 20060 892217 0.022483 20010 819477 0.024418 595 720090 0.000826 20000 644405 0.031036 0.129567 0.025913 952921 24693 155 24848 104099 X 155 0 155 0 155 215 0 0 215 0 60 60 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A THE FOUNDATION 2136809212 707 WILSHIRE BLVD STE 3800 LOS ANGELES CA 900173541 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET M ZIVELONGHI 20440 BEVERLY CIRCLE STILWELL KS 66085 PRESIDENT/TREAS/DIRECTOR 1.00 0 0 0 TONI ANN WILLIAMS 5775 W 207TH STREET BUCYRUS KS 66013 VICE PRES/SECTY/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A -- CHARITABLE ACTIVITIES ARE LIMITED TO GRANT MAKING 0 0 932331 35101 0 967432 0 0 967432 14511 952921 47646 47646 155 155 47491 0 47491 0 47491 104099 0 104099 155 103944 47491 46541 2016 9932 0 104099 46541 9932 0 47491 135 0 0 135 0 0 0 0 0 0 0 135 135 X GUIDE DOGS FOR THE BLIND PO BOX 151200 SAN RAFAEL CA 94915 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 QUEEN OF THE HOLY ROSARY 22705 METCALF AVE BUCYRUS KS 66013 NONE PUBLIC CHARITY WEA CEMETARY FUND AND GENERAL SUPPORT 70000 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 UW MEDICINE PO BOX 359505 SEATTLE WA 98195 NONE PUBLIC CHARITY DIABETES - ENDOCRINOLOGY RESEARCH 10000 100000 0 14 16404 14 6740 18 2255 0 25399 0 25399 0 0 0 0 0 0 0 0 0 0 MARGARET ZIVELONGHI, AS PRESIDENT OF THE GEORGE AND MARGARET ZIVELONGHI FOUNDATION (THE "FOUNDATION") (AND AS A FOUNDATION MANAGER UNDER INTERNAL REVENUE CODE SECTION 4946(B)(1)), HEREBY DECLARES THAT SHE ELECTS ON BEHALF OF THE FOUNDATION, PURSUANT TO AND IN COMPLIANCE WITH INTERNAL REVENUE CODE SECTION 4942(H)(2) AND INTERNAL REVENUE CODE REGULATION 53.4942(A)-3(D)(2), TO TREAT A PORTION (SPECIFICALLY $3,171) OF THE FOUNDATION'S QUALIFYING DISTRIBUTIONS FOR 2018 OUT OF THE UNDISTRIBUTED INCOME OF THE FOUNDATION'S 2016 TAXABLE YEAR. 30,000 GOLDMAN SACHS BK 2.2% 20 30025 30001 20,000 GOLDMAN SACHS BK 2.3% 20 19970 20039 30,000 AMER EXPRESS CNTR 2.35% 20 30000 30100 40,000 AMER EXPRESS CNTR 2,25% 20 40095 40162 20,000 SYNCHRONY BANK 3.25% 21 20360 20407 30,000 DISCOVER BK 2.1% 21 29875 30116 25,000 GOLDMAN SACHS BK 2.85% 21 25258 25419 50,000 COMENITY CAP BK 2.6% 21 50774 50706 20,000 CAPITAL ONE BANK US 2.4% 22 20000 20231 45,000 CAPITAL ONE NA 2.4% 22 45110 45539 30,000 DISCOVER BK 2.45% 22 29839 30419 30,000 AMERICAN EXPRESS 3.3% 23 29955 31358 65,000 WELLS FARGO & CO 3.35% 23 64830 68280 30,000 BANK OF BARODA 3.55% 23 29905 31791 UBS BANJ USA 2.9% DUE 4/3/24 20664 20773 GOLDMAN SACHS BANK 2.3% DUE 8/7/24 39885 40002 12,315.236 UNITS DFA GLOBAL EQUITY PORT AT COST 303181 373823 LEGAL AND ACCOUNTING 8149 4075 4074 FILING FEE-CALIF FRANCHISE TAX BOARD-FORM 199 10 0 0 FILING FEE-CALIF FORM RRF-1 REGISTRATION RENEWAL 50 25 25 BOND PREMIUM AMORTIZATION 949 949 0 INVESTMENT ADVISORY FEES 4638 4638 0 US TREASURY-EXCISE TAX ON INVESTMENT INCOME 3092 0 0 FOREIGN TAXES W/H ON DIVIDEND INCOME 186 186 0