2017-04-18T10:15:38-05:00 2016-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2016-01-01 208868425 THE JOAN AND LEWIS PLATT FOUNDATION JOAN 6505293499 127 PINON DRIVE PORTOLA VALLEY CA 940287323 JOAN PLATT CHAIRPERSON 6505293499 2017-04-18 1 ALFONSO PERILLO P00950491 6172276161 2017-04-18 38.111.9.114 2017-04-18 08:07:46 ED P 1E51DEB8025EDE220F0D57DC940EF88C4F838B22 0D76887A21FF303987ADF0E4D0B068FF6EB2BB99 2016 2021-01-29 14:40:06Z X 162937 X 360592 5658 4839 3431 934307 154946 369681 159785 0 0 0 644 0 644 3750 938 2812 69247 498 68749 598 103 0 35 0 35 74274 1539 72240 510000 510000 584274 1539 582240 -214593 158246 25046 55353 55353 83945 20447 20046 251529 70127 87538 360520 145927 162937 0 0 X 0 0 0 0 360520 145927 360520 145927 360520 145927 360520 -214593 0 145927 0 145927 SALE OF PUBLICLY TRADED SECURITIES 934241 779361 154880 154880 CAPITAL GAINS DIVIDENDS P 66 66 66 154946 0 168823 418549 0.403353 364019 366878 0.992207 137942 578900 0.238283 396287 871276 0.454835 173442 1079129 0.160724 2.249402 0.449880 354952 159686 1582 161268 582240 X 1582 0 1582 0 1582 0 14 1596 0 0 0 0 0 0 0 0 0 0 1 1 DE CA 1 0 0 0 1 1 N/A JOAN PLATT 6505293499 127 PINON DRIVE PORTOLA VALLEY CA 940287323 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOAN PLATT 127 PINON DRIVE PORTOLA VALLEY CA 94028 CHAIRPERSON/DIRECTOR 2.00 0 0 0 ALLAN JACOBI 417 MONTGOMERY ST 3RD FLOOR SAN FRANCISCO CA 94104 TREASURER/DIRECTOR 1.00 0 0 0 HILLARY MARGOLIS 127 PINON DRIVE PORTOLA VALLEY CA 94028 SECRETARY/DIRECTOR 1.00 0 0 0 NONE 0 ARABELLA ADVISORS LLC 1201 CONNECTICUT AVE NW STE 300 WASHINGTON DC 20036 MANAGEMENT SERVICES 68749 0 0 284915 75442 0 360357 0 0 360357 5405 354952 17748 17748 1582 1582 16166 0 16166 0 16166 582240 0 582240 1582 580658 16166 0 0 120175 352805 109448 346379 148391 1077198 582240 0 0 0 16166 566074 0 0 1643272 0 0 0 0 0 0 120175 1523097 352805 109448 346379 148391 566074 JOAN PLATT X FUND FOR GLOBAL HUMAN RIGHTS 1301 CONNECTICUT AVE NW STE 400 WASHINGTON DC 20036 N/A PC PROGRAM SUPPORT 85000 TOSTAN 641 S STREET NW 3RD FLOOR WASHINGTON DC 20001 N/A PC PROGRAM SUPPORT 25000 JUST VISION 1616 P STREET NW STE 340 WASHINGTON DC 20036 N/A PC PROGRAM SUPPORT 50000 NEW VENTURE FUND 1201 CONNECTICUT AVE NW STE 300 WASHINGTON DC 20036 N/A PC PROGRAM SUPPORT 10000 BRITDOC BRITDOC INC 20 JAY STREET SUITE 1008 BROOKLYN NY 11201 N/A PC PROGRAM SUPPORT 20000 LAST MILE HEALTH BRITDOC INC 20 JAY STREET SUITE 1008 BROOKLYN NY 11201 N/A PC PROGRAM SUPPORT 25000 SUNDANCE INSTITUTE 5900 WILSHIRE BLVD SUITE 800 LOS ANGELES CA 90036 N/A PC PROGRAM SUPPORT 45000 SCHWAB CHARITABLE GIFT FUND PO BOX 628298 ORLANDO FL 32862 N/A PC PROGRAM SUPPORT 250000 510000 0 14 5658 18 3431 0 9089 0 9089 0 0 0 0 0 0 0 0 0 0 X X 1 JOAN PLATT 127 PINION DRIVE PORTOLA VALLEY CA 94028 360592 X X 1 VARIOUS PUBLICLY TRADED SECURITIES. 356842 2016-05-17 TAX PREPARATION 3750 938 2812 DISTRIBUTIONS TO A DONOR-ADVISED FUND FORM 990-PF, PART VII-A, LINE 12 THE DISTRIBUTION OF $250,000 WAS MADE TO A DONOR ADVISED FUND AT CHARLES SCHWAB OVER WHICH ONEOF THE DIRECTORS HAS ADVISORY PRIVILEGES. THE FOUNDATION TREATED THIS DISTRIBUTION AS A QUALIFYING DISTRIBUTION BECAUSETHE FUNDS WILL BE DIRECTED TO SIMILAR IF NOT THE SAME PUBLICCHARITIES THAT THE FOUNDATION GRANTS TO. 1,731.082 SHS BLACKROCK TOTAL RETURN 20447 20046 1,006.034 SHS DFA COMMODITY STRATEGY AT COST 6060 6026 695.555 SHS DFA INTL REAL ESTATE AT COST 2924 3269 371.282 SHS NEUBERGER BERMAN ABSOL AT COST 3916 3843 516.339 SHS PIMCO ALL ASSET INSTL AT COST 5542 5757 503.831 SHS PIMCO MULTI STRAT ALT FD AT COST 4926 4912 1,628.403 SHS VANGUARD FTSE SOCIAL AT COST 8570 23286 59 SHS ISHARES TIPS BOND AT COST 6159 6677 389 SHS VANGUARD FTSE ALL WORLD AT COST 16604 17186 242 SHS VANGUARD FTSE EMERGING AT COST 9037 8659 96 SHS VANGUARD REIT ETF AT COST 6389 7923 LEGAL FEES 644 0 644 FILING FEES 35 0 35 INVESTMENT MANAGEMENT FEES 498 498 0 MANAGEMENT FEES 68749 0 68749 FEDERAL EXCISE TAX 495 0 0 FOREIGN TAXES 103 103 0