Milstein Family Foundation 2008

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lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934910070010201
0MB No 1545-0052
Return of Private Foundation
Form990-PF or Section 4947(a)(1) Nonexempt Charitable Trust
',!;I Treated as a Private Foundation
Note: The foundatton may be able to use a copy of this retum to satisfy state reportmg reqwrements
2008
Departmentof the Treasury
InternalRevenueService
For calendar year 2008, or tax year beginning 10-01-2008 and ending 09-30-2009
G Check all that apply r

In1t1al return r Final return r A mended return rAddress change
A Employer identification
r Name
number
change
Name of foundation
Use the IRS THE MILSTEIN FAMILY FOUNDATION
label. 95-4824595
Otherwise, B Telephone number (see the instructions)
Number and street (or PO box number 1f mail Is not delivered to street address) Room/
print
16027 VENTURA BLVD suite ( 818) 995- 7965
or type.
See Specific
''
City or town, state, and ZIP code C If exemption application Is pending, check here ~
Instruct ions.
ENCINO, CA 91436 D 1. Foreign organIzatIons, check here ~
H Check type oforgan1zat1on P"Section 501(c)(3) exempt private foundation 2. Foreign organIzatIons meeting the 85% test,
'
~
r Section 4947(a)(1) nonexempt charitable trust r Other taxable private foundation
check here and attach computation
I Fair market value of all assets at end J Accounting method P"Cash r Accrual
E If private foundation status was temnmated
'
under section 507(b)(l)(A), check here ~
of year (from Part II, col. (c),
ltne 16) ... $ 12,190,600
r Other (specify) -
F If the foundation Is in a 60-month termination
(Part I, column (d) must be on cash basts.)
'
under section 507(b)(l)(B), check here ~
l:F.Till Analysis of Revenue and Expenses

total of amounts m columns (b), (c), and (d) may not
(The (a) Revenue and
(b) Net investment (c) Adjusted net
( d) D1sbursements
for charitable
expenses per
necessanly equal the amounts m column (a) (see the income income purposes
books
mstructtons) ) ( cash basis only)
1 Contributions, gifts, grants, etc, received (attach schedule) 2,680,000
2 Check ... 1 1f the foundation Is not required to attach Sch B
3 Interest on savings and temporary cash investments 49,226 49,226 49,226
4 D1v1dends and interest from securities. 223,471 223,471 223,471
Sa Gross rents
b Net rental income or (loss)
6a Net gain or (loss) from sale of assets not on line 10 8,689

$
; b Gross sales price for all assets on line 6a 8,689
:r;
~ 7 Capital gain net income (from Part IV, line 2) 8,689
Ci:: 8 Net short-term capital gain
9 Income mod 1f1catIons
10a Gross sales less returns and allowances I

b Less Cost of goods sold -I
C Gross profit or (loss) (attach schedule)
11 Other income (attach schedule) ',!;I -42,270 -42,270 -42,270
12 Total. Add lines 1 through 11 2,919,116 239,116 230,427
13 Compensation of officers, directors, trustees, etc
14 Other employee salaries and wages

,fl
$ 15 Pension plans, employee benefits
,fl
!::
Legal fees (attach schedule).
t
)(
16a
b Accounting fees (attach schedule). ',!;I 1,800 1,800
Li.I
$ C Other professional fees (attach schedule)
p
>
,:::; 17 Interest
'-
t--: 18 Taxes (attach schedule) (see the 1nstruct1ons). ',!;I 20,775 20,775
i:: 19 Deprec1at1on (attach schedule) and depletion ',!;I 0
E
-:::::: 20 0 ccupancy
-.:r
-:::::: 21 Travel, conferences, and meetings
!::
,:::; 22 Printing and publ1cat1ons 193 193
',!;I
.!::'
23 Other expenses (attach schedule) 215 215
-..,
,:::; 24 Total operating and administrative expenses.
'-
0
t A d d I Ines 1 3 through 23 22,983 22,983 0
25 Contributions, gifts, grants paid. 436,500 436,500
26 Total expenses and disbursements. Add Imes 24 and 25 459,483 22,983 436,500
27 Subtract line 26 from line 12

a Excess of revenue over expenses and disbursements 2,459,633
b Net investment income (1f negative, enter -0-) 216,133
C Adjusted net income (1f negative, enter -0-) 230,427
For Privacy Act and Paperwork Reduction Act Notice, see the instructions. Cat No 11289X Form 990-PF (2008)
Form 990-PF (2008) Page 2
Attached schedules and amounts in the description column Beginning of year End of year
l:F.nlll Balance Sheets should be for end-of-year amounts only (See instructions ) (a) Book Value (b) Book Value (c) Fair Market Value
1 Cash-non-interest-bearing. 62,404 26,797 26,797
2 Savings and temporary cash investments 64,551 905,219 909,583
3 Accounts receivable ...

Less allowance for doubtful accounts ...
4 Pledges rec e Iva ble ...

5 Grants receivable
6 Receivables due from officers, directors, trustees, and other

d1squal1f1ed persons (attach schedule) (see the
1nstruct1ons).
7 Other notes and loans receivable (attach schedule) ...

'-""
m
'-""
8 Inventories for sale or use
'-"" 9 Pre pa 1d ex pens es and deferred charges
~
10a Investments-Li S and state government obl1gat1ons (attach schedule)
b Investments-corporate stock (attach schedule) 4,147,546 5,017,300 4,952,739
C Investments-corporate bonds (attach schedule). 1,061,969 1,203,725 1,141,740
11 Investments-land, buildings, and equipment basis ...
Less accumulated deprec1at1on (attach schedule) ...
12 Investments-mortgage loans 100,000
13 Investments-other (attach schedule) 4,394,557 5,079,889 5,102,011
14 Land, buildings, and equipment basis ...
Less accumulated deprec1at1on (attach schedule) ...
15 Other assets (describe ... ) ~ 57,730 ~ 57,730
16 Total assets (to be completed by all filers-see the

InstructIons Also, see page 1, item I) 9,831,027 12,290,660 12,190,600
17 Accounts payable and accrued expenses
18 Grants payable
,fl 19 Deferred revenue
4'
-e 20 Loans from officers, directors, trustees, and other d1squal1f1ed persons
.3 Mortgages and other notes payable (attach schedule)
,:::; 21
.::i 22 Other l1ab1l1t1es (describe ... )
23 Total liabilities (add lines 17 through 22) 0
Foundations that follow SFAS 117, check here ...

,fl
4'
u
!::
,:::; 24
and complete
Unrestricted
lines 24 through 26 and lines 30 and 31.
'
,:::; Temporarily restricted
ca 25
-::::::26 Permanently restricted
!::
~
u. Foundations that do not follow SFAS 117, check here ...p-
,_
and complete lines 27 through 31.
0
,fl 27 Capital stock, trust principal, or current funds
$,fl
28 Pa1d-1n or capital surplus, or land, bldg, and equipment fund
,fl
-.:r 29 Retained earnings, accumulated income, endowment, or other funds 9,831,027 12,290,660
$ 30 Total net assets or fund balances (see the 1nstruct1ons) 9,831,027 12,290,660
z
31 Total liabilities and net assets/fund balances (see the 1nstruct1ons) 9,831,027 12,290,660
fflOI Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beg1nn1ng of year-Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year's return) 1 9,831,027
2 Enter amount from Part I, line 27a 2 2,459,633
3 Other increases not included In line 2 (1tem1ze) ... 3
4 Add lines 1, 2, and 3 4 12,290,660
5 Decreases not included In line 2 (1tem1ze) ... 5
6 Total net assets or fund balances at end of year (line 4 minus line 5)-Part II, column (b), line 30 6 12,290,660
Form 990-PF (2008)
.:r......... Capital Gains and Losses for Tax on Investment Income
(b) How acquired
(a) List and describe the k1nd(s) of property sold (e g, real estate, (c) Date acquired (d) Date sold
P-P urc hase
2-story brick warehouse, or common stock, 200 shs M LC Co) (mo, day, yr) (mo, day, yr)
D-Donat1on
la
b Capital Gain D1v1dends
d
e
(f) Deprec1at1on allowed (g) Cost or other basis (h) Gain or (loss)
(e) Gross sales price
(or allowable) plus expense of sale (e) plus (f) minus (g)
a 8,689
b
C
d
e
Complete only for assets showing gain In column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus
(j) AdJusted basis (k) Excess of col (1) col (k), but not less than -0-) or
(i) F M V as of 12/31/69 Losses (from col (h))
as of12/31/69 over col (J), 1f any
a
b
C
d
e
2 Capital gain net income or (net capital loss) { If gain, also enter In Part I, line 7
If (loss), enter -0- In Part I, line 7 } 2 8,689
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
In Part I, line 8, column (c) (see the 1nstruct1ons) If (loss), enter -0-
} 3
..
mu Quahf1cat1on Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subJect to the section 4940(a) tax on net investment income)
If section 4940(d)(2) applies, leave this part blank
Was the foundation liable for the section 4942 tax on the distributable amount of any year In the base period? I Yes P- No
If "Yes," the foundation does not qualify under section 4940(e) Do not complete this part
1 Enter the appropriate amount In each column for each year, see the InstructIons before making any entries
(a) (d)
(b) (c)
Base period years Calendar D1stnbut1onratio
Adjusted qualifying d1stnbut1ons Net value of nonchantable-use assets
year ( or tax year beg inning in) (col ( b) d 1v1dedby col (c))
2007 324,000 8,468,045 0 03826
2006 335,400 7,613,656 0 04405
2005 263,300 6,278,488 004194
2004 151,700 4,852,320 0 03126
2003 89,300 3,581,342 0 02494
2 Total of line 1, column (d). 2 0 18045

3 Average d1stribut1on ratio for the 5-year base period-d1v1de the total on line 2 by5,orby
the number of years the foundation has been In existence 1f less than 5 years 3 0 03609
4 Enter the net value of noncharitable-use assets for 2008 from Part X, line 5. 4 10,436,251
5 Multiply line 4 by line 3.

5 376,644
6 Enter 1% of net investment income (1% of Part I, line 27b). 6 2,161
7 Add lines 5 and 6. 7 378,805
8 Enter qual1fy1ng d1stribut1ons from Part XII, line 4. 8 436,500

Ifl1ne 8 Is equal to or greater than line 7, check the box In Part VI, line lb, and complete that part using a 1% tax rate See
the Pa rt VI Ins tructIons
Form 990-PF (2008)
:r.,..,.,,. Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 494S-see the instructions)
la Exempt operating foundations described in section 4940(d)(2), check here ,... I and enter "N/A" on line 1 '
Date of ruling letter ______ (attach copy of ruling letter if necessary-see instructions)
b Domestic foundations that meet the section 4940(e) requirements In Part V, check 1 2,161
here,... p-and enter 1% of Part I, line 27b
C All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b)
'
2 Tax under section 511 (domestic section 4947(a)(l) trusts and taxable foundations only Others enter -0-) 2
3 Add lines 1 and 2. 3 2,161
4 Subtitle A (income) tax (domestic section 4947(a)(l) trusts and taxable foundations only Others enter -0-) 4
5 Tax based on investment income. Subtract line 4 from line 3 If zero or less, enter -0-. 5 2,161
6 Credits/Payments
a 2008 estimated tax payments and 2007 overpayment credited to 2008 6a 14,384
b Exempt foreign organIzatIons-tax withheld at source 6b
c Tax paid with appl1cat1on for extension oft1me to file (Form 8868) 6c
d Backup w1thhold1ng erroneously withheld. 6d
7 Total credits and payments Add lines 6a through 6d. 7 14,384
S Enter any penalty for underpayment of estimated tax Check here 1 1f Form 2220 Is attached s
9 Tax due. If the total of lines 5 and 8 Is more than line 7, enter amount owed . 9
10 Overpayment. If line 7 Is more than the total of lines 5 and 8, enter the amount overpaid. ,... 10 12,223
11 Enter the amount of line 10 to be Credited to 2009 estimated tax,... 4,000 I Refunded,... 11 8,223
Part VII-A Statements ReqardinQ Act1v1t1es
la During the tax year, did the foundation attempt to influence any national, state, or local leg1slat1on or did Yes No
It partIcIpate or intervene In any pol1t1cal campaign? la No
b Did It spend more than $100 during the year (either directly or 1nd1rectly) for pol1t1cal purposes (see
the InstructIons for def1n1t1on)? lb No
If the answer 1s "Yes" to la or lb, attach a detailed descnpt1on of the act1v1t1es and copies of any materials
published or d1stnbuted by the foundation in connection with the act1v1t1es.
c D 1d the foundation f1le Form 1120-POL for this year?. le No
d Enter the amount (1f any) of tax on pol1t1cal expenditures (section 4955) imposed during the year
(1) 0 n the foundation ,... $ ________ (2) 0 n foundation managers ,... $ _______ _
e Enter the reimbursement (1f any) paid by the foundation during the year for pol1t1cal expenditure tax imposed
on foundation managers ,... $ ________ _
2 Has the foundation engaged In any actIvItIes that have not previously been reported to the IRS? 2 No
If "Yes," attach a detailed descnpt1on of the act1v1t1es.
3 Has the foundation made any changes, not previously reported to the IRS, In its governing instrument, articles
of IncorporatIon, or bylaws, or other s1m1lar 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 1tf1led a tax return on Form990-Tforth1s year?. 4b No
5 Was there a l1qu1dat1on, termInatIon, d1ssolut1on, or substantial contraction during the year? 5 No
If "Yes," attach the statement required by General Ins truct1on T.
6 A re the req uIre me nts of s ectIon 5 0 8 (e) (re lat1ng to s ectIons 4 941 through 4 94 5) s atIs f1ed e 1the r
By language In the governing instrument, or
By state leg1slat1on that effectively amends the governing instrument so that no mandatory d1rect1ons
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 XV 7 Yes
Sa Enter the states to which the foundation reports or with which It Is registered (see the
ins truct1ons) ,...____________________________________________ _
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. Sb Yes
9 Is the foundation cla1m1ng status as a private operating foundation w1th1n the meaning of section 4942(J)(3)
or 4942(J)(5) for calendar year 2008 or the taxable year beg1nn1ng In 2008 (see InstructIons for Part XIV)?
If "Yes," complete Part XIV 9 No
10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule /Jstmg their names and addresses~ 10 Yes
Form 990-PF (2008)
Form 9 9 0- PF (2_0_0_8-'-)
_____________________________________________ P_a~g"-e_S
Part VII-A Statements Re Activities Continued
11 At any time during the year, did the foundation, directly or 1nd1rectly, own a controlled entity w1th1n the
meaning of section 512(b)(13)? If"Yes," attach schedule (see page 20 of the 1nstruct1ons) 11a No
12 Did the foundation acquire a direct or 1nd1rect interest 1n any applicable insurance contract?. 1121 I No
13 Did the foundation comply with the public 1nspect1on requirements for its annual returns and exemption appl1cat1on?. 13 Yes
Web s 1te address ,.._N~/_A
________________________________________________ _
14 The books are 1n care of,.._S_T_E_V_E_N_F_I_S_H_M_A_N

____________________ Telephone no ... (818) 783-7140
Located at ... 16830 VENTURABLVDSUITE 400 ENCINO CA ZIP+4 ... _9_1_4_3_6
________ _
15 Section
and enter
494 7(a)(1)
the amount
nonexempt
of tax-exempt
charitable
interest
trusts
received
f1l1ng Form 990-PF
or accrued
1n lieu of Form 1041-Check
during the year.
here
... 15
,.. '
Part VII-B Statements Reaardina Act1v1t1es for Which Form 4720 Mav Be Reau1red
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies. Yes No
la During the year d 1d the foundation (e 1the r d 1rectly or ind I rectly)
( 1) Engage In the sale or exchange, or leas Ing of property with a d 1squa I 1f1ed person? I Yes p- No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept 1t from)
a d1squal1f1ed person?. I Yes p- No
(3) Furn1s h goods, s e rv 1ces, or fac 111t1esto (or accept them from) a d 1squa I 1f1ed person? I Yes p- No
(4) Pay c ompe ns at1on to, or pay or re I mburs e the ex pens es of, a d 1squa I 1f1ed person? I Yes p- No
(5) Transfer any income or assets to a d1squal1f1ed person (or make any of either available
for the benefit or use of a d1squal1f1ed person)?. I Yes P- No
(6) Agree to pay money or property to a government off1c1al? (Exception. Check "No"
1fthe foundation agreed to make a grant to or to employ the off1c1al for a period
after term1nat1on of government service, 1f term1nat1ng w1th1n 90 days ). I Yes P- No
b If any answer 1s "Yes" to la(l)-(6), did any of the acts fall to qualify under the exceptions described 1n Regulations
section 53 4941(d)-3 or 1n a current notice regarding disaster assistance (see the 1nstruct1ons)?. lb No
0 rgan1zat1ons relying on a current notice regarding disaster assistance check here.
c Did the foundation engage 1n a prior year 1n any of the acts described 1n la, other than excepted acts,
that were not corrected before the first day of the tax year beg1nn1ng 1n 2008?. le No
2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined 1n section 4942(J)(3) or 4942(J)(5))
a At the end of tax year 2008, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beg1nn1ng before 2008?. I Yes P- No
If "Yes," 11st the years ... 20 __ , 20 __ , 20 __ , 20 __
b Are there any years listed 1n 2a forwh1ch the foundation 1s not applying the prov1s1ons 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 the 1nstruct1ons). 2b No
c If the prov1s1ons of section 4942(a)(2) are being applied to any of the years listed 1n 2a, 11st the years here
... 20 20 __ , 20 __ , 20 __
3a D 1d the foundation hold more than a 2 % d I rect or ind I rect I nte rest In any bus 1nes s
enterprise at any time during the year?. I Yes P- No
b If "Yes," did 1t have excess business holdings 1n 2008 as a result of (1) any purchase by the foundation
or d1squal1f1ed persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approved
by the Comm1ss1oner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest, or (3)
the lapse of the 10-, 15-, or 2 0-yea r first phase hold 1ng pe nod? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2008.). 3b No
4a Did the foundation invest during the year any amount 1n a manner that would Jeopardize its charitable purposes? 4a No
b Did the foundation make any investment 1n 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 beg1nn1ng 1n 2008? 4b No
Form 990-PF (2008)
Form 9 9 0- PF (2_0_0_8-'-)
_____________________________________________ P_a~g"-e_6
Part VII-B Statements Regarding Activities for Which Form 4720 May Be Required Continued
Sa During the year did the foundation pay or incur any amount to
(1) Carry on propaganda, or otherwise attempt to influence leg1slat1on (section 4945(e))? I Yes p- No
(2) Influence the outcome of any spec1f1c public election (see section 4955), or to carry
on, directly or 1nd1rectly, any voter regIstratIon drive?. I Yes p- No
(3) Provide a grant to an 1nd1v1dual for travel, study, or other s1m1lar purposes? I Yes p- No
(4) Provide a grant to an organIzatIon other than a charitable, etc, organIzatIon described
In section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see 1nstruct1ons). I Yes p- No
(5) Provide for any purpose other than rel1g1ous, charitable, sc1ent1f1c, literary, or
educational purposes, or for the prevention of cruelty to children or animals?. .1 Yes p- No
b If any answer Is "Yes"to 5a(1)-(5), did any of the transactions fall to qualify under the exceptions described In
Regulations section 53 4945 or In a current notice regarding disaster assistance (see the 1nstruct1ons)?. Sb No
.....
'
0 rganIzatIons relying on a current notice regarding disaster assistance check here.
C If the answer Is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because It ma1nta1ned expenditure respons1b1l1ty for the grant?. I Yes f7 No
If "Yes," attach the statement required by Regulations section 53.4945-S(d).
6a D 1d the foundation, during the year, rec e Ive any funds, d 1rectly or ind I rectly, to pay
premiums on a personal benefit contract?. I Yes [7 No
b Did the foundation, during the year, pay premiums, directly or 1nd1rectly, on a personal benefit contract?. 6b No
If you answered "Yes" to 6b, also file Form 8870.
7a At any time during the tax year, was the foundation a party to a proh1b1ted tax shelter transaction? I Yes f7 No
b If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? 7b No
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
l:ffil!illl and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation (see the instructions).
(b) Title, and average (c) Compensation (d) Contributions to
(e) Expense account,
(a) Name and address hours per week (If not paid, enter employee benefit plans
other allowances
devoted to posItIon -0-) and deferred compensation
GILA MIL.STEIN Secretary 0
16027 VENTURA BLVD 550 0 00
ENCINO,CA 91436
ADAM MILSTEIN President & CEO 0
16027 VENTURA BLVD 550 0 00
ENCINO,CA 91436
2 Compensation of five highest-paid employees (other than those included on line 1-see the instructions).
If none, enter "NONE."
(d) Contributions to
(b) Title and average
(a) Name and address of each employee employee benefit (e) Expense account,
hours per week (c) Compensation
paid more than $50,000 plans and deferred other allowances
devoted to posItIon
compensation
NONE
Total number of other employees pa 1d over$ 50,000.

,...
Form 990-PF (2008)
"""-1'11"1"1"'1"1'"
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
ljljljQUW and Contractors Continued
3 Five highest-paid independent contractors for professional services-(see the instructions). If none, enter
"NONE."
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others rece1v1ng over $50,000 for professional services. ...
iihilf!#.;I Summary of Direct Charitable Activities
List the foundation's four largest direct charitable act1v1t1esduring the tax year Include relevant stat1st1calinformation such as the number of
organizations and other benef1c1ariesserved, conferences convened, research papers produced, etc Expenses
~1ilia .... : Summary of Proqram-Related Investments (see the instructions)

Describe the two largest program-related investments made by the foundation during the tax year on Imes 1 and 2 A mount
1
A II other program-related investments See the 1nstruct1ons

3
Total Add lines 1 through 3. ... I

Form 990-PF (2008)
lilfil!I Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see paqe 24 of the 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. la 9,984,647
b Average of monthly cash balances. lb 531,667
C Fair market value of all other assets (see the 1nstruct1ons). le 78,865
d Total (add lines la, b, and c). ld 10,595,179
e Reduction claimed for blockage or other factors reported on lines la and
le (attach detailed explanation). I le I 0
2 Acqu1s1t1on indebtedness applicable to line 1 assets. 2
3 Subtract line 2 from line ld. 3 10,595,179
4 Cash deemed held for charitable actIvItIes Enter 1 1/2% ofl1ne 3 (for greater amount, see the
1nstruct1ons). 4 158,928
5 Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 5 10,436,251
6 Minimum investment return. Enter 5% of line 5. 6 521,813
Distributable Amount (see page 25 of the instructions) (Section 4942(J)(3) and (J)(5) private operating
ffll31 foundations and
certain fore1qn orqan1zat1ons check here ,.. and do not complete this part.) r
1 M1n1mum investment return from Part X, line 6. 1 521,813
2a Tax on investment income for 2008 from Part VI, line 5. I 2a I 2,161
b Income tax for 2008 (T h Is does not I n c I u de the tax from P a rt V I ) I 2b I
C Add lines 2a and 2b. 2c 2,161
3 Distributable amount before adJustments Subtract line 2c from line 1. 3 519,652
4 Recoveries of amounts treated as qual1fy1ng d1stribut1ons. 4
5 Add lines 3 and 4. 5 519,652
6 Deduction from distributable amount (see the 1nstruct1ons). 6
7 Distributable amount as adJusted Subtract line 6 from line 5 Enter here and on Part XIII,
line 1. 7 519,652
lilfil30 Qualifying Distributions (see page 25 of the instructions)

1 A mounts paid (1nclud1ng adm1n1strat1ve expenses) to accomplish charitable, etc, purposes
a Expenses, contributions, gifts, etc -total from Part I, column (d), line 26. la 436,500
b Program-related investments-total from Part IX-B. lb
2 A mounts paid to acquire assets used (or held for use) directly In carrying out charitable, etc,
purposes. 2
3 A mounts set aside for spec1f1c charitable proJects that satisfy the
a Su1tab1l1ty test (prior IRS approval required). 3a
b Cash d1stribut1on test (attach the required schedule). 3b
4 Qualifying distributions. Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 436,500
5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income Enter 1% of Part I, line 27b (see page 26 of the 1nstruct1ons) 5 2,161
6 Adjusted qualifying distributions. Subtract 11ne 5 from 11ne 4. 6 434,339

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the
section 4940(e) reduction of tax in those years.
Form 990-PF (2008)
Form 9 9 0- PF (2_0_0_8-'-)
_____________________________________________ P_a~g"-e_9
Part XIII Undistributed Income (see paqe 26 of the instructions)
(a) (b) (c) (d)
Corpus Years prior to 2007 2007 2008
1 Distributable amount for 2008 from Part XI, line 7 519,652
2 Undistributed income, 1fany, as of the end of2007
a Enter amount for 2007 only. 379,589
b Total for prior years 20 __ __, 20 , 20

--
3 Excess d1stribut1ons carryover, 1f any, to 2008
a From 2003.
b From 2004.
C From 2005.
d From 2006.
e From 2007.
f Total of lines 3a through e.
4 Qua I 1fy Ing d Is tri but1ons for 2 0 0 8 from Pa rt
XII, line 4 ... $ 436,500
a A ppl1ed to 2007, but not more than line 2a 379,589
b A ppl1ed to undistributed income of prior years
(Election required-see the 1nstruct1ons).
c Treated as d1stribut1ons out of corpus (Election
required-see the 1nstruct1ons). 0
d A ppl1ed to 2008 distributable amount. 56,911

e Rema1n1ng amount distributed out of corpus
5 Excess d1stribut1ons carryover applied to 2008
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6 Enter the net total of each column as
indicated below:
a Corpus Add lines 3f, 4c, and 4e Subtract line 5
b Prior years' undistributed income Subtract
I In e 4 b from I In e 2 b
C Enter the amount of prior years' undistributed
income for which a notice of def1c1ency has
been Is sued, or on wh1c h the s ectIon 4 9 4 2 (a)
tax has been previously assessed.
d Subtract line 6c from line 6b Taxable
amount-see the InstructIons
e U nd1stributed income for 2006 Subtract line
4a from line 2a Taxable amount-see the
InstructIons
f U nd1stributed income for 2008 Subtract
lines 4d and 5 from line 1 This amount must
be distributed In 2008 462,741
7 A mounts treated as d1stribut1ons out of

corpus to satisfy requirements imposed by
section 170(b)(l)(F) or4942(g)(3) (see the
1nstruct1ons).
8 Excess d1stribut1ons carryover from 2002 not
applied on line 5 or line 7 (see page 27 of the
1nstruct1ons).
9 Excess distributions carryover to 2008.
Subtract lines 7 and 8 from line 6a.
10 A nalys1s of line 9
a From 2004.
b From 2005.
C From 2006.
d From 2007.
e From 2008.
Form 990-PF (2008)
Form 9 9 0- PF (2_0_0_8-'-)
_____________________________________________ P_a~g'-e_l_O
Part XIV Private 0 Foundations see the instructions and Part VII-A uest1on 9
la If the foundation has received a ruling or determ1nat1on letter that It Is a private operating
foundation, and the ruling Is effective for 2008, enter the date of the ruling. ...-~------------------
b Check box to 1nd1cate whether the organIzatIon IS a private operating foundation described In section r 4942(J)(3) or r 4942(J)(5)
2a Enter the lesser of the adJusted net Tax year P ri or 3 ye a rs
income from Pa rt I or the mI nImum (e) Total
(a) 2008 (b) 2007 (c) 2006 (d) 2005
Inves tme nt return from Pa rt X for each
year listed.
b 85% ofl1ne 2a.
C Qua l1fy Ing d Is tribut1ons from Pa rt XI I,
line 4 for each year listed.
d Amounts included in line 2c not used directly
for active conduct of exempt actIvItIes .
e Q ual1fy1ng d1stribut1ons 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 qual1fy1ng
under section 4942(J)(3)(B)(1)
b "Endowment" alternative test- enter 2/3
of mInImum investment return shown In
Part X, line 6 for each year listed.
C "Support" alternative test-enter
(1) Total support other than gross
investment income (interest,
d1v1dends, 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 )(8)(111).
(3) Largest amount of support
from an exempt organIzatIon
(4) Gross investment income
'.t'
I :r-Tili Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year-see the instructions.)
1 Information Regarding Foundation Managers:
a List 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 1f they have contributed more than $5,000) (See section 507 (d)(2))
b List 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) ofwh1ch the foundation has a 10% or greater interest
2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here .,_p

1fthe organIzatIon only makes contributions to preselected charitable organIzatIons and does not accept
unsol1c1ted requests for funds If the organIzatIon makes gifts, grants, etc (see the 1nstruct1ons) to 1nd1v1duals or organIzatIons
under other cond1t1ons, complete items 2a, b, c, and d
a The name, address, and telephone number of the person to whom appl1cat1ons should be addressed
b The form In which appl1cat1ons should be submitted and 1nformat1on and materials they should include
c Any subm1ss1on deadlines
d Any restrictions or l1m1tat1ons on awards, such as by geographical areas, charitable fields, kinds of InstItutIons, or other
facto rs
Form 990-PF (2008)

Form 990-PF (2008) Page 11
1fflf:W Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
If rec1p1ent 1s an 1nd1v1dual,
Rec1p1ent Foundation
show any relat1onsh1p to Purpose of grant or
stat us of A mount
any foundation manager contribution
Name and address (home or business) rec1p1ent
or substantial contributor
a Paid dunng the year
See Add1t1onal Data Table
Total. ....3a 436,500

b Approved for future payment I
Total. ....3b
Form 990-PF (2008)
Form 9 9 0- PF (2_0_0_8-'-)
_____________________________________________ P_a~g'-e_1_2
Part XVI-A Analysis of Income-Producing Activities
Enter gross am ounts unless otherwise 1nd1cated Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(a) (b) (c) (d)
(See the
1 Program ser vice revenue Business code A mount Exclusion code A mount
1nstruct1ons)
a
b
C
d
e
f
g Fees and contracts from government agencies
2 Members h1p dues and assessments.
3 Interest on savings and temporary cash investments 49,226
4 D1v1dends a nd interest from securities. 223,471
5 Net rental 1ncome or (loss) from real estate
a Debt-f1na need property.
bNotdebt- f1na nc ed property.
6 Net renta I income or (loss) from personal property
7 Other1nves tment income.
8 Gain or ( loss) from sales of assets other than inventory 8,689
9 Net income or (loss) from special events
10 Gross prof1 tor (loss) from sales of inventory.
11 Otherreven ue aLOSS FROM NORTH IMPERIAL -42,270
b ___ _
c ___ _
d ___ _
e ___ _
12 Subtotal A dd columns (b), (d), and (e). 8,689 230,427
13 Total. Add line 12, columns (b), (d), and (e). 13 __________ 2_3_9~,1_1_6
(See worksheet 1n line 13 1nstruct1ons to verify calculations)
Part XVI-B Relationshi of Activities to the Aecom lishment of Exem t Pur oses
Line No.
.. Explain below how each act1v1ty for which income
the accomplishment
the 1nstruct1ons )
of the organ1zat1on's exempt
1s reported
purposes
1n column
(other than
(e) of Part XVI-A contributed importantly
by prov1d1ng funds for such purposes) (See
to
Form 990-PF (2008)

Form 990-PF (2008) Page 13
l:hiiMI 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 Yes No
S0l(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers from the reporting organIzatIon to a noncharitable exempt organIzatIon of

(1) Cash. 1a(1) No
(2) 0 ther 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 offac1l1t1es, equipment, or other assets. 1b(3) No
(4) Reimbursement arrangements. 1b(4) No
(5) Loans or loan guarantees. lb(S) No
(6) Performance of services or membership or fundra1s1ng sol1c1tat1ons. 1b(6) No
c Sharing offac1l1t1es, equipment, ma1l1ng lists, other assets, or paid employees. le 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 organIzatIon 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 nonchantable exempt organIzatIon (d) Description of transfers, transactions, and sharing arrangements
2a Is the foundation d 1rectly or ind I rectly aff1I 1ated with, or re lated to, one or more tax-exempt orga nIzatIons
described In section S0l(c) of the Code (other than section 501(c)(3)) or In section 5277. .I Yes
b If"Yes," complete the following schedule
(a) Name of organization (b) Type of organization (c) Description of relat1onsh1p
Under penalties of perJury, I declare that I have examined this return, 1nclud1ng 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 or f1duc1ary) Is
based on all 1nformat1on ofwh1ch preparer has any knowledge
i 2010-01-os
~ ~
****** ******
Signature of officer or trustee Date Title
~ Date P re pa re r' s S S N or
-:l) Check 1fself- PTIN
:::c ~r
~
employed (See Signature In
Pre pa re r's STEVEN J FISHMAN CPA the
C
::r.:, ii) >, Signature 1nstruct1ons)
v.i -fC
'":..-
.::.:,i::o
i::f:::.,t,
Firm's name (or yours ~
t ,j)
1f self-employed),
Fishman Block Diamond LLP EI N ~
Cl.:i
address, and ZIP code 16830 Ventura Blvd Ste 400
Phone no (818) 783-7140
Encino, CA 914361726
Form 990-PF (2008)

0MB No 1545-0047
Schedule B Schedule of Contributors
(Form 990, 990-EZ,
or 990-PF)
Departrrent of the Treasury
,... Attach to Form 990, 990-EZ, and 990-PF.
,... See separate instructions. 2008
Internal Revenue Ser1,1ce
Name of organization Employer identification number

THE MILSTEIN FAMILYFOUNDATION
I95-4824595
Organization type (check one)
Filers of: Section:
Form 990 or 990-EZ r 501(c)( ) ( enter number) organIzatIon
r 4947( a)( 1) nonexempt charitable trust not treated as a private foundation
r 527 political organIzatIon
Form990-PF P" 501(c)(3) exempt private foundation
r 4947( a)( 1) nonexempt charitable trust treated as a private foundation
r 501(c)(3) taxable private foundation
Check 1f your organIzatIon Is covered by the General Ru le or a Special Ru le. ( Note. Only a section 501 (c)(l), (8), or (10)
orgamzatIon can check boxes for both the General Rule and a Special Rule See InstructIons )
General Rule-
P" For organIzatIons filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more ( In money or
property) from any one contributor Complete Parts I and II
Special Rules-
1 For a section 501 ( c )(3) organIzatIon filing Form 990, or Form 990-EZ, that met the 33 1/3% support test of the regulations
under sections 509( a)( 1 )/170( b )( 1 )(A)(v1), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on Form 990, Part V Ill, line 1h or 2% of the amount on Form 990-EZ, line
1 Complete Parts I and II
1 For a section 501 ( c )(7), ( 8), or ( 10) organIzatIon filing Form 990, or Form 990-EZ, that received from any one contributor,
during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable,
sc1ent1f1c,literary, or educational purposes, or the prevention of cruelty to children or animals Complete Parts I, II, and
Ill
1 For a section 501 ( c )(7), ( 8), or ( 10) organIzatIon filing Form 990, or Form 990-EZ, that received from any one contributor,
during the year, some contributions for use exclusively for religious, charitable, etc, purposes, but these contributions did
not aggregate to more than $1,000 ( If this box Is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc, purpose Do not complete any of the parts unless the General Rule
applies to this organIzatIon because It received nonexclus1vely religious, charitable, etc , contributions of $5,000 or more
during the year ) . . . . . . . . . . . . . . . . . . . . . . . . . ,... $
Caution. Organ1zat1onsthat are not covered by the General Rule and/or the Special Rules do not file Schedule B ( Form 990,
990-EZ, or 990-PF), but they must answer" No" on Part IV, line 2 of their Form 990, or check the box In the heading of their
Form 990-EZ, or on line 2 of their Form 990-PF, to certify that they do not meet the filing requirements of Schedule B ( Form 990,
990-EZ, or 990-PF)
For Paperwork Reduction Pct Notice, see the Instructions Cat No 30613X Schedule B (Form 990, 990-EZ, or 990-PF) (2008)
for Form 990 These instructions will be issued separately
Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Page _1_ of _1_ of Part I

THE MILSTEIN FAMILY FOUNDATION
95-4824595
@ii Contributors ( see Instructions)
(a) (b) (c) (d)

No. Name, address, and ZIP+ 4 Aggregate contributions Type of contribution
-- 4 Person p
NATALIE
16027
MILSTEIN
550
Payroll r
VENTURA BLVD
$ 130,000 Noncash r
ENCINO, CA 91436 (Complete Part II 1f there 1s
a noncash contribution )
(a) (b) (c) (d)

-- 3 Person p
LYRON
16027
MILSTEIN
550
Payroll r
VENTURA BLVD
$ 130,000 Noncash r
(a) (b) (c) (d)

-- 2 Person p
MERAV
16027
MILSTEIN
550
Payroll r
VENTURA BLVD
$ 130,000 Noncash r
(a) (b) (c) (d)

-- 1 Person p
ADAM
16027
GILA MILSTEIN
550
Payroll r
VENTURA BLVD
$ 2,290,000 Noncash r
(a) (b) (c) (d)

-- Person r
Payroll r
$ Noncash r
(Complete Part II 1f there 1s
(a) (b) (c) (d)

-- Person r
Payroll r
$ Noncash r
(Complete Part II 1f there 1s
Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Page _1_ of _1_ of Part II

95-4824595
@iii Noncash Property (see Instructions)
(a) No. (c)

(b) (d)
from FMV (or estimate)
Description of noncash property given Date received
Part I (see instructions)
--
(a) No. (c)

(b) (d)
--
(a) No. (c)

(b) (d)
--
(a) No. (c)

(b) (d)
--
(a) No. (c)

(b) (d)
--
(a) No. (c)

(b) (d)
--

Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Page _1_ of _1_ of Part Ill

95-4824595
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the follow 1ng line entry )
For organ1zat1ons completing Part Ill, enter the total of exc/us,vely religious, charitable, etc ,
contributions of $1,000 or less for the year ( Enter this 1nformat1ononce See 1nstruct1ons ) .,_ $
(a) No. (b) (c) (d)
from
Part I Purpose of gift Use of gift Description of how gift is held
--
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
(a) No.
(b) (c) (d)
from
--
(e)
Transfer of gift
(a) No.
(b) (c) (d)
from
--
(e)
Transfer of gift
(a) No.
(b) (c) (d)
from
--
(e)
Transfer of gift

Additional Data
Software ID: 08000091

Software Version:
EIN: 95-4824595
Name: THE MILSTEIN FAMILY FOUNDATION
Form 990PF Part XV Line 3a - Grants and Contributions Paid During the Year
Rec1p1ent If recIpIent Is an 1nd1v1dual,

Foundation
stat us of A mount
Name and address (home or business) recIpIent
TZEDAKA FUND312 N DETROIT

N/A 501(C)3 GENE RA L USE 5,000
LOS ANGELES,CA 90036
STANFORD JEWISH CENTER1289

COLLEGE AVENUE N/A 501(C)3 GENE RA L USE 15,000
PALO ALTO,CA 94306
STAND WITH USPO BOX 341069

PUPS FOR PEACE8424A SANTA

MONICA BLVD SUITE 112 N/A 501(C)3 GENE RA L USE 2,000
WEST HOLLYWOOD,CA 90069
PEYLIM LEV L'ACHIM 1034 EAST

12TH STREET N/A 501(C)3 GENE RA L USE 25,000
BROOKLYN,NY 11230
ONE FAMILY FUND1029 TEANECK

ROADSUITE3B N/A 501(C)3 GENE RA L USE 10,000
TEANECK,NJ 07666
MESIVTA OF GREATER LOS

ANGELES25115 MU REAU ROAD N/A 501(C)3 GENE RA L USE 5,000
HIDDEN HILLS,CA 91302
KA DIMA ACA DEMY7011 SHOUP

AVENUE N/A 501(C)3 GENE RA L USE 10,000
WEST HILLS,CA 91307
JEWISH FEDERATION OF ORANGE

COUNTY! FEDERATION WAY SUITE
210
IRVINE,CA 92603
ILC22837 VENTURA BLVD 3RD

FLOOR N/A 501(C)3 GENE RA L USE 7,500
WOODLAND HILLS,CA 91364
HILLEL800 EIGHTH STREET NW

WASHINGTON,DC 20001
HA SBA RA FELLOWSHIP520 8TH

AVENUE 20TH FLOOR N/A 501(C)3 GENE RA L USE 10,000
NEWYORK,NY 10018
THE GESHER FOUNDATION520

EIGHTH AVENUE 15TH FLOOR N/A 501(C)3 GENE RA L USE 1,000
NEWYORK,NY 10018
EZER MIZION1281 49TH STREET

BROOKLYN,NY 11219
EAGLES' WINGSPO BOX 450

CLARENCE,NY 14031
Total. ....3a 436,500

Form 990PF Part XV Line 3a - Grants and Contributions Paid During the Year
Rec1p1ent If recIpIent Is an 1nd1v1dual,

Foundation
stat us of A mount
Name and address (home or business) recIpIent
CHILDRENS HOSPITAL LOS

ANGELES4650 SUNSET BLVD N/A 501(C)3 GENE RA L USE 1,000
CHA BAD ISRAEL HOUSE1520

SOUTH ROBERTSON BLVD N/A 501(C)3 GENE RA L USE 55,000
BI KUR CHO LIM JEWISH

HEALTHCARE FOUN8489 WEST
THIRD STREET
BEIT T'SHUVAH8831 VENICE BLVE

A S H RE I N U A J E WI S H E D U C A T IO N
NETWORK369 N FAIRFAX AVE 5 N/A 501(C)3 GENE RA L USE 20,000
ANSHEI CHAYIL127 ROUTE 59

MONSEY,NY 10952
AM ERICA N !SRA EL EDUCATION

FOUNDATI0251 H STREET NW N/A 501(C)3 GENE RA L USE 50,000
WASHINGTON,DC 20001
AMERICAN FREEDOM ALLIANCE

11500 WOLYMPIC BLVD SUITE 400 N/A 501(C)3 GENE RA L USE 5,000
A IS H HA TO RAH 14 1 7 SO UT H
DOHENY DRIVE N/A 501(C)3 GENE RA L USE 70,000
Total. ....3a 436,500

TY 2008 Accounting Fees Schedule

EIN: 95-4824595
Software Version: 2008v2.7
Disbursements for
Net Investment Adjusted Net
Category Amount Charitable
Income Income
Purposes
ACCOUNTING 1,800 1,800 0 0
TY 2008 Other Assets Schedule

EIN: 95-4824595
Beginning of Year - End of Year - Book End of Year - Fair
Description
Book Value Value Market Value
NORTH IMPERIAL ASSOCIATES 57,730 57,730

TY 2008 Other Expenses Schedule

EIN: 95-4824595
Revenue and Expenses Net Investment Disbursements for
Description Adjusted Net Income
per Books Income Charitable Purposes
ATTORNEY GENERAL 150 150
ANNUAL FEE 65 65
TY 2008 Other Income Schedule

EIN: 95-4824595
Revenue And Net Investment
Description Adjusted Net Income
Expenses Per Books Income
LOSS FROM NORTH IMPERIAL -42,270 -42,270 -42,270

TY 2008 Substantial Contributors Schedule

EIN: 95-4824595
Name Address
10627 VENTURA BLVD 550
NATALIE MILSTEIN
ENCINO,CA 91436

LYRON MILSTEIN
ENCINO,CA 91436

MERAV MILSTEIN
ENCINO,CA 91436

ADAM GILA MILSTEIN
ENCINO,CA 91436
TY 2008 Taxes Schedule

EIN: 95-4824595
Disbursements for
Net Investment Adjusted Net
Category Amount Charitable
Income Income
Purposes
FRANCHISE TAX BOARD 10 10
FEDERAL EXCISE 20,765 20,765

Milstein Family Foundation 2008

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l:F.Till Analysis of Revenue and Expenses

1 Contributions, gifts, grants, etc, received (attach schedule) 2,680,000

2 Check ... 1 1f the foundation Is not required to attach Sch B

3 Interest on savings and temporary cash investments 49,226 49,226 49,226

4 D1v1dends and interest from securities. 223,471 223,471 223,471

b Net rental income or (loss)

6a Net gain or (loss) from sale of assets not on line 10 8,689

9 Income mod 1f1catIons

10a Gross sales less returns and allowances I

11 Other income (attach schedule) ',!;I -42,270 -42,270 -42,270

12 Total. Add lines 1 through 11 2,919,116 239,116 230,427

13 Compensation of officers, directors, trustees, etc

14 Other employee salaries and wages

25 Contributions, gifts, grants paid. 436,500 436,500

27 Subtract line 26 from line 12

b Net investment income (1f negative, enter -0-) 216,133

C Adjusted net income (1f negative, enter -0-) 230,427

2 Savings and temporary cash investments 64,551 905,219 909,583

3 Accounts receivable ...

4 Pledges rec e Iva ble ...

6 Receivables due from officers, directors, trustees, and other

7 Other notes and loans receivable (attach schedule) ...

Less allowance for doubtful accounts ...

b Investments-corporate stock (attach schedule) 4,147,546 5,017,300 4,952,739

C Investments-corporate bonds (attach schedule). 1,061,969 1,203,725 1,141,740

11 Investments-land, buildings, and equipment basis ...

Less accumulated deprec1at1on (attach schedule) ...

12 Investments-mortgage loans 100,000

13 Investments-other (attach schedule) 4,394,557 5,079,889 5,102,011

14 Land, buildings, and equipment basis ...

Less accumulated deprec1at1on (attach schedule) ...

15 Other assets (describe ... ) ~ 57,730 ~ 57,730

16 Total assets (to be completed by all filers-see the

17 Accounts payable and accrued expenses

23 Total liabilities (add lines 17 through 22) 0

Foundations that follow SFAS 117, check here ...

fflOI Analysis of Changes in Net Assets or Fund Balances

If gain, also enter

If section 4940(d)(2) applies, leave this part blank

2 Total of line 1, column (d). 2 0 18045

5 Multiply line 4 by line 3.

6 Enter 1% of net investment income (1% of Part I, line 27b). 6 2,161

7 Add lines 5 and 6. 7 378,805

8 Enter qual1fy1ng d1stribut1ons from Part XII, line 4. 8 436,500

14 The books are 1n care of,.._S_T_E_V_E_N_F_I_S_H_M_A_N

Total number of other employees pa 1d over$ 50,000.

~1ilia .... : Summary of Proqram-Related Investments (see the instructions)

A II other program-related investments See the 1nstruct1ons

Total Add lines 1 through 3. ... I

lilfil30 Qualifying Distributions (see page 25 of the instructions)

6 Adjusted qualifying distributions. Subtract 11ne 5 from 11ne 4. 6 434,339

b Total for prior years 20 __ __, 20 , 20

d A ppl1ed to 2008 distributable amount. 56,911

7 A mounts treated as d1stribut1ons out of

2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here .,_p

c Any subm1ss1on deadlines

Form 990-PF (2008)

Total. ....3a 436,500

Form 990-PF (2008)

a Transfers from the reporting organIzatIon to a noncharitable exempt organIzatIon of

b Total for prior years 20 , 20 , 20