Milstein Family Foundation 2013

efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93491044001175
0MB No 1545-0052
Return of Private Foundation
Form990-PF or Section 4947(a)(1) Trust Treated as Private Foundation
',!;I ~ Do not enter Social Security numbers on this form as it may be made public. By law, the
IRS cannot redact the information on the form.
2013
DepartmentoftheTreasury ~ Information about Form 990-PF and its instructions is at www.irs.gov/form990pf. Open to Public
InternalRevenueService Inspection
For calendar year 2013, or tax year beginning 10-01-2013 , and ending 09-30-2014
Name of foundation A Employer identification number
THE MILSTEINFAMILYFOUNDATION
95-4824595
B Telephone number (see 1nstnuct1ons)
Number and street (or PO box number 1fmail Is not delivered to street address) Room/suite
16027 VENTURABLVD
(818) 995-7965
'
City or town, state or province, country, and ZIP or foreign postal code C If exemption application Is pending, check here ~
ENCINO, CA 91436
G Check a II that apply r In1t1al return

r In1t1al return of a former public charity
'
D 1. Foreign organizations, check here ~
r Final return
r A mended return 2. Foreign organizations meeting the 85% test,
r Address change
r Name change
'
~
check here and attach computation
E If private foundation status was terminated
H Check type of organIzatIon P"Section 501(c)(3) exempt private foundation
'
under section 507( b)( l)(A), check here ~
r Section 494 7(a)(l) nonexempt charitable trust r Other taxable private foundation
I Fair market value of all assets at end J Accounting method P"Cash r Accrual F If the foundation Is in a 60-month temnmatIon
r
'
under section 507( b)( 1)( B), check here ~
of year (from Part II, col. (c), Other (specify)
!me 16),..$ 15,864,502 (Part I, column (d) must be on cash basis.)
l:a-11 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) Disbursements
for charitable
expenses per
necessanly equal the amounts m column (a) (see income income purposes
books
mstmctwns) ) ( cash basis only)
1 Contributions, gifts, grants, etc, received (attach 1,500,000
schedule)
2 Is not required
Check,.. 1 1fthe foundation to attach
Sch B
3 Interest on savings and temporary cash investments 10,625 10,625 10,625
4 D1v1dends and interest from securities. 364,897 364,897 364,897
Sa Gross rents
b Net rental income or (loss)
6a Net gain or (loss) from sale of assets not on line 10 -7,684

4'
; b
:r; Gross sales price for all assets
5,048,292
on line 6a
~ Capital gain net income (from Part IV, line 2)

Ci:: 7
8 Net short-term capital gain 4,008
9 Income mod1f1cat1ons
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) ',!;I -24,672 -24, 737 65
12 Total. Add lines 1 through 11 1,843,166 350,785 379,595
13 Compensation of officers, directors, trustees, etc
14 Other employee salaries and wages 27,316 5,199

,fl
4' 15 Pension plans, employee benefits
,fl
!:: 16a Legal fees (attach schedule). ',!;I 14,020
t
)(
b Accounting fees (attach schedule). ',!;I 25,900 4,929
Li.I
C Other professional fees (attach schedule)
4'
p
> 17 Interest
,:::;
'- 18 Taxes (attach schedule) (see 1nstruct1ons) ',!;I 180
t--:
i:: 19 DeprecIatIon (attach schedule) and depletion
E 20 Occupancy 35,462
-::::::
-.:r 21 Travel, conferences, and meetings.
-::::::
!:: 22 Printing and publ1cat1ons 933
,:::;
23 Other expenses (attach schedule) ',!;I 61,542
!::'
...,
- 24 Total operating and administrative expenses.
,:::;
'- 165,353 10,128 0
Add lines 13 through 23
t
0 25 Contributions, gifts, grants paid. 1,208,955 1,208,955
26 Total expenses and disbursements. Add lines 24 and 1,374,308 10,128 1,208,955
25
27 Subtract line 26 from line 12
a Excess of revenue over expenses and disbursements 468,858
b Net investment income (1f negative, enter -0-) 340,657
C Adjusted net income (1f negative, enter -0-) 379,595

For Paperwork Reduction Act Notice, see instructions. Cat No 11289X Form 990-PF (2013)
Form 9 9 O- P F ( 2 O 1 3 ) Page 2
Attached schedules and amounts in the description column Beginning of year End of year
l:F-TillU
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. 320,379 78,011 78,011
2 Savings and temporary cash investments 61,942 8,602 8,602
3 Accounts receivable,..
Less allowance for doubtful accounts,..
4 Pledges receivable,..
5 Grants receivable
6 Receivables due from officers, directors, trustees, and other
d1squal1f1ed persons (attach schedule) (see 1nstruct1ons)
7 Other notes and loans receivable (attach schedule),..
'-"" 8 Inventories for sale or use

m
'-"" 9 Prepaid expenses and deferred charges
'-""
~ 10a Investments-Li S and state government obl1gat1ons (attach schedule)
b Investments-corporate stock (attach schedule). 7,063,763 ',!;I 11,640,116 12,068,009
C Investments-corporate bonds (attach schedule). 6,719,253 ',!;I 424,867 513,709
11 Investments-land, bu1ld1ngs, and equipment basis,..

Less accumulated deprec1at1on (attach schedule),..
12 Investments-mortgage loans
13 Investments-other (attach schedule) ',!;I 250,000 50,826
14 Land, bu1ld1ngs, and equipment basis,..

Less accumulated deprec1at1on (attach schedule),..
15 Other assets (describe,.. ) ',!;I 795,506 ',!;I 3,037,601 ',!;I 3,145,345
16 Total assets (to be completed by all filers-see the

InstructIons Also, see page 1, item I) 14,960,843 15,439,197 15,864,502
17 Accounts payable and accrued expenses

18 Grants payable
,fl 19 Deferred revenue
Q)
-e 20 Loans from officers, directors, trustees, and other d1squal1f1ed persons

..0 21 Mortgages and other notes payable (attach schedule)
,r.:;
.::i 22 Other l1ab1l1t1es (describe,.. )
23 Total liabilities (add lines 17 through 22) 0
Foundations that follow SFAS 117, check here ,..
,fl
Q)
u 24
and complete lines 24 through 26 and lines 30 and 31.
Unrestricted
'
!:: Temporarily restricted
,r.:; 25
,r.:;
26 Permanently restricted
ca
-::::::
!::
Foundations that do not follow SFAS 117, check here ...p-
~ and complete lines 27 through 31.
u.
,_
27 Capital stock, trust principal, or current funds
0
,fl 28 Pa1d-1n or capital surplus, or land, bldg, and equipment fund
$,fl 14,960,843 15,439,197
29 Retained earnings, accumulated income, endowment, or other funds
,fl
-.:r 30 Total net assets or fund balances (see page 1 7 of the
$ 1nstruct1ons). 14,960,843 15,439,197
z
31 Total liabilities and net assets/fund balances (see page 1 7 of
the 1nstruct1ons) 14,960,843 15,439,197
ifflfOI 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 14,960,843
2 Enter amount from Part I, line 27a 2 468,858
3 Other increases not included In line 2 (1tem1ze),.. ',!;I 3 9,496
4 Add lines 1, 2, and 3 4 15,439,197
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 15,439,197
Form 990-PF (2013)
Form 9 9 O- P F ( 2 O 1 3 ) Page 3
l:F-Til.l'ft Cap1ta I G ams an d Losses f or 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-Purchase
2-story brick warehouse, or common stock, 200 shs MLC Co) (mo, day, yr) (mo, day, yr)
D-Donat1on
la Capital Gain D1v1dends
b
C
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
b 17,118
C
d
e
Complete only for assets showing gain 1n 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) FM V asof12/31/69 Losses (from col (h))
asof12/31/69 over col (J), 1f any
a
b
C
d
e
2 Capital gain net income or (net capital loss) { If gain, also enter 1n Part I, line 7
If (loss), enter -0- 1n Part I, line 7 } 2 -7 ,684
3 Net short-term capital gain or (loss) as defined 1n sections 1222(5) and (6)
If gain, also enter 1n Part I, line 8, column

1n Part I, line 8
(c) (see 1nstruct1ons) If (loss), enter -0-
} 3 4,008
.
ifliA,.4
..
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 1n the base period7 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 1n each column for each year, see page 18 of the 1nstruct1ons before making any entries
(a) (d)
(b) (c)
Base period years Calendar Net value of nonchantable-use assets D1stnbut1onratio
Adjusted qualifying d1stnbut1ons
year (or tax year beginning in) (col (b) d1v1dedby col (c))
2012 1,429,603 14,447,535 0 09895
2011 1,635,801 14,344,675 0 11404
2010 1,208,636 13,753,520 0 08788
2009 720,816 12,537,717 0 05749
2008 434,339 10,436,251 004162
2 Total of line 1, column (d). 2 0 39997

3 Average d1stribut1on ratio for the 5-year base period-d1v1de the total on line 2 by 5, or by
the number of years the foundation has been 1n existence 1f less than 5 years 3 0 08000
4 Enter the net value ofnoncharitable-use assets for 2013 from Part X, line 5. 4 15,032,907
5 Multiply line 4 by line 3.

5 1,202,557
6 Enter 1% of net investment income (1% of Part I, line 27b). 6 3,407
7 Add lines 5 and 6. 7 1,205,964
8 Enter qual1fy1ng d1stribut1ons from Part XII, line 4. 8 1,208,955

If line 8 1s equal to or greater than line 7, check the box 1n Part VI, line 1 b, and complete that part using a 1 % tax rate See
the Part VI 1nstruct1ons
Form 990-PF (2013)
Form 9 9 O- P F ( 2 O 1 3 ) page 4
l:J.fiifJI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948-see page 18 of the instructions)
'
la Exempt operating foundations described In section 4940 (d)(2 ), check here ,.. 1 and enter "N/A"
on line 1
Date of ruling or determ1nat1on letter ______ (attach copy of letter if necessary-see )
instructions)
b Domestic foundations that meet the section 4940 (e) requirements In Part V, check 1 3,407
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 494 7(a)(l) trusts and taxable foundations only Others
enter -0-) 2
3 Add lines 1 and 2. 3 3,407
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 3,407
6 Credits/Payments
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 6,738
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 6,738
s Enter any penalty for underpayment of estimated tax Check here 1 1f Form 2220 Is attached 8
9 Tax due. If the total ofl1nes 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 3,331
11 Enter the amount of line 10 to be Credited to 2014 estimated tax... 3,331 Refunded ... 11
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 campaIgn7 la No
b Did It spend more than $100 during the year (either directly or 1nd1rectly) for pol1t1cal purposes (see page 19 of
the InstructIons for def1n1t1on)7 lb No
If the answer 1s "Yes" to 1a or 1b, attach a detailed descnptJOn of the act1v1t1es and copies of any matenals
published or d1stnbuted by the foundatJOn 1n connection with the act1v1t1es.
c D 1d the foundation file Form 1120-POL for this yea r7. le No
d Enter the amount (1fany) of tax on pol1t1cal expenditures (section 4955) imposed during the year
(1) On the foundation ,.. $ ________ (2) On 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 IRS7 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 Instruments7 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 year7. 4a No
b If "Yes," has It filed a tax return on Form 990-T for this year7. 4b No
5 Was there a l1qu1dat1on, termInatIon, d1ssolut1on, or substantial contraction during the year7 5 No
If "Yes," attach the statement required by General Instruct/On T.
6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) sat1sf1ed either
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 year7 If "Yes," complete Part II, col. (c), and
Part XV. 7 Yes
Sa
...__________________________________________
Enter the states
_
to which the foundation reports orw1th which It Is registered (see 1nstruct1ons)
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 G7 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 4 9 4 2 (J)(5) for calendar year 2 O 13 or the taxable year beg1nn1 ng In 2 O 13 (see I nstructIons for Pa rt XIV )7
If "Yes," complete Part XIV 9 No
10 Did any persons become substantial contributors during the tax year7 If "Yes," attach a schedule l1st1ng their names
and addresses."'f!J 10 Yes
Form 990-PF (2013)

Form 9 9 O- P F ( 2 O 1 3 ) Page 5
I:F-Til I'd9~1 Statements Reaardina 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)7 If"Yes," attach schedule (see 1nstruct1ons). 11 No
12 Did the foundation make a d1stribut1on to a donor advised fund over which the foundation or a d1squal1f1ed person had
advisory priv1Ieges7 If"Yes," attach statement (see 1nstruct1ons) 12 No
13 Did the foundation comply with the public InspectIon requirements for its annual returns and exemption appl1cat1on7 13 Yes
Website address ..-_w_ww

__ m_1l_s_te_1_n_ff_o~r~------------------------------------------
14 The books are In care of ... FISHMAN BLOCK DIAMOND LLP Telephone no .,_(818) 783-7140
Located at ... 16830 VENTURABLVDSUITE400 ENCINO CA ZIP +4 .,__9_1_4_3_6
_______ _
15 Section 494 7(a)(l)

and enter the amount
nonexempt
of tax-exempt
charitable
interest
trusts
received
f1l1ng Form 990-PF
or accrued
In lieu of Form 1041-Check
during the year.
here.
. .,_ 15
.,_'
16 At any time during calendar year 2013, did the foundation have an interest In ora signature or other authority over I Yes No
a bank, securities, or other f1nanc1al account In a foreign country? 16 I No
See InstructIons for exceptions and f1l1ng requirements for Form TD F 90-22 1 If "Yes", enter the name of the
foreign country .,_
Part VII-B Statements Regarding Act1v1t1es 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
la During the year did the foundation (either directly or 1nd1rectly)
(1) Engage In the sale or exchange, or leasing of property with a d1squal1f1ed person? I Yes F No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept It from)
a d1squal1f1ed person?. I Yes F No
(3) Furnish goods, services, or fac1l1t1es to (or accept them from) a d1squal1f1ed person? I Yes F No
(4) Pay compensation to, or pay or reimburse the expenses of, a d1squal1f1ed person? I Yes F 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 F No
(6) Agree to pay money or property to a government off1c1al7 (Exception. Check "No"
1f the foundation agreed to make a grant to or to employ the off1c1al for a period
after termInatIon of government service, 1f termInatIng w1th1n 90 days ). 1 Yes F No
b If any answer Is "Yes" to la(l )-(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 page 20 of the 1nstruct1ons)7. lb No
O rganIzatIons relying on a current notice regarding disaster assistance check here.
c Did the foundation engage In a prior year In any of the acts described In 1 a, other than excepted acts,
that were not corrected before the first day of the tax year beg1nn1ng In 20137. le 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) or4942(J)(5))
a At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beg1nn1ng before 20137. 1 Yes F No
If "Yes," 11st the years.,_ 20 __ , 20 __ , 20 __ , 20 __
b Are there any years listed In 2a forwh1ch the foundation Is not applying the provIsIons of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year's undistributed Income7 (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement-see 1nstruct1ons). 2b No
c If the provIsIons of section 4942(a)(2) are being applied to any of the years listed In 2a, 11st the years here
.,_ 20 , 20 __ , 20 __ , 20 __
3a Did the foundation hold more than a 2% direct or 1nd1rect interest In any business enterprise at
any time during the year7. 1 Yes F No
b If "Yes," did It have excess business holdings In 2013 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 CommIssIoner 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 f1rst phase hold1 ng period7 (Use Schedule C, Form 4720, to determme
If the foundation had excess bus mess holdmgs m 2013.). 3b No
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 beg1nn1ng In 20137 4b No
Form 990-PF (2013)
Form 9 9 O- P F ( 2 O 1 3 ) Page 6
l:F-Till'dl!l:I
Statements Reaardina Activities for Which Form 4720 Mav Be Reauired (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))7 1 Yes [7 No
(2) Influence the outcome of any spec1f1c public election (see section 4955), orto carry
on, directly or 1nd1rectly, any voter regIstratIon drive 7. 1 Yes [7 No
(3) Provide a grant to an 1nd1v1dual for travel, study, or other s1m1lar purposes? 1 Yes [7 No
(4) Provide a grant to an organIzatIon other than a charitable, etc, organIzatIon described
In section 509(a)(l ), (2), or (3), or section 4940(d)(2)7 (see 1nstruct1ons). 1 Yes [7 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 7. .1 Yes [7 No
b If any answer Is "Yes" to 5a(l )-(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 1nstruct1ons)7. Sb No
O rganIzatIons relying on a current notice regarding disaster assistance check here. Jr,.'
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 [7 No
If "Yes," attach the statement required by Regulations sectJOn 53.4945-S(d).
6a Did the foundation, during the year, receive any funds, directly or 1nd1rectly, to pay premiums on
a personal benefit contract?. 1 Yes [7 No
b Did the foundation, during the year, pay premiums, directly or 1nd1rectly, 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 proh1b1ted tax shelter transactIon7 I Yes [7 No
b If yes, did the foundation receive any proceeds or have any net income attributable to the transactIon7. 7b No
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
l:bil*dil and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation (see 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
ADAMMILSTEIN President 0
16027 VENTURA BLVD 550 0 00
ENCINO,CA 91436
GILA MIL.STEIN Secretary 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 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 paid over $50,000. ...

Form 990-PF (2013)
Form 9 9 O- P F ( 2 O 1 3 ) page 7
~-,.l'll'!'!'P.
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
lifliia,.IU 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
NONE
Total number of others rece1v1ng over $50,000 for professional services. ...
i:bilf:d.;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
1
2
3
4
~1.,~ea:11 Summary of Proqram-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on Imes 1 and 2 A mount
1
All other program-related investments See page 24 of the 1nstruct1ons

3
Total. Add lines 1 through 3 ...

Form 990-PF (2013)
Form 9 9 O- P F ( 2 O 1 3 ) page 8
l:bil!I 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 1n carrying out charitable, etc,
purposes
a Average monthly fair market value of securities. la 13,056,942
b Average of monthly cash balances. lb 234,467
C Fair market value of all other assets (see 1nstruct1ons). le 1,970,426
d Total (add lines la, b, and c). ld 15,261,835
e Reduction claimed for blockage or other factors reported on lines 1 a and
le (attach detailed explanation). I 1e I 0
2 Acqu1s1t1on indebtedness applicable to line 1 assets. 2
3 Subtract line 2 from line ld. 3 15,261,835
4 Cash deemed held for charitable act1v1t1es Enter 1 1/2% of line 3 (for greater amount, see
1ns truct10 ns ). 4 228,928
5 Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 5 15,032,907
6 Minimum investment return. Enter 5% of line 5. 6 751,645
1:1.fiS:d Distributable Amount (see instructions) (Section 4942(])(3) and (J)(S) private operating foundations and
certain fore1an oraan1zat1ons check here.,._ r
and do not complete this part.)
1 M 1n1mum investment return from Part X, line 6. 1 751,645
2a Tax on investment income for 2013 from Part VI, line 5. I 2a I 3,407
b Incometaxfor2013 (This does not include the tax from Part VI ). I 2b I
C Add lines 2a and 2b. 2c 3,407
3 Distributable amount before adJustments Subtract line 2c from line 1. 3 748,238
4 Recoveries of amounts treated as qual1fy1ng d1stribut1ons. 4
5 Add lines 3 and 4. 5 748,238
6 Deduction from distributable amount (see 1nstruct1ons). 6
7 Distributable amount as adJusted Subtract line 6 from line 5 Enter here and on Part XIII,
line 1. 7 748,238
1m1:.+iQualifying Distributions (see instructions)

1 Amounts paid (1nclud1ng adm1n1strat1ve expenses) to accomplish charitable, etc, purposes
a Expenses, contributions, gifts, etc -total from Part I, column (d), line 26. la 1,208,955
b Program-related investments-total from Part IX-B. lb
2 Amounts paid to acquire assets used (or held for use) directly 1n carrying out charitable, etc,
purposes. 2
3 Amounts 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 1,208,955
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 1nstruct1ons). 5 3,407
6 Adjusted qualifying distributions. Subtract line 5 from line 4. 6 1,205,548
Note: The amount on line 6 will be used 1n Part V, column (b), 1n subsequent years when calculating whether the foundation qual1f1es for
the section 4940(e) reduction of tax 1n those years
Form 990-PF (2013)
Form 9 9 0 - P F ( 2 0 1 3 ) Page 9
:F-Til1:.n
Undistributed Income (see instructions)
(a) (b) (c) (d)
Corpus Years prior to 2012 2012 2013
1 Distributable amount for 2013 from Part XI, line 7 748,238
2 U nd1stributed income, 1f any, as of the end of 2013

a Enter amount for 2012 only.
b Total for prior years 20 __ __
, 20 , 20 --
3 Excess d1stribut1ons carryover, 1fany, to 2013
a From 2008.
b From 2009.
C From 2010. 167,345
d From 2011. 936,825
e From 2012. 712,020
f Total of lines 3a through e. 1,816,190
4 Q ual1fy1ng d1stribut1ons for 2013 from Part
XII, line 4 ...
$ 1,208,955
a Applied to 2012, but not more than line 2a
b A ppl1ed to undistributed income of prior years
(Election required-see 1nstruct1ons).
c Treated as d1stribut1ons out of corpus (Election
required-see 1nstruct1ons). 0
d Applied to 2013 distributable amount. 748,238

e RemaInIng amount distributed out of corpus 460,717
5 Excess d1stribut1ons carryover applied to 2013
(If an amount appears 1n column (d), the
same amount must be shown 1n column (a).)
6 Enter the net total of each column as
indicated below:
a Corpus Add lines 3f, 4c, and 4e Subtract line 5 2,276,907
b Prior years' undistributed income Subtract
line 4b from line 2b.
C Enter the amount of prior years' undistributed
income for which a notice of def1c1ency has
been issued, or on which the section 4942(a)
tax has been previously assessed.
d Subtract line 6c from line 6b Taxable amount
-see InstructIons.
e Undistributed income for 2012 Subtract line
4a from line 2a Taxable amount-see
InstructIons.
f U nd1stributed income for 2 0 13 Subtract
lines 4d and 5 from line 1 This amount must
be distributed In 2014. 0
7 A mounts treated as d1stribut1ons out of

corpus to satisfy requirements imposed by
section 170(b)(l)(F) or4942(g)(3) (see
1nstruct1ons).
8 Excess d1stribut1ons carryover from 2008 not
applied on line 5 or line 7 (see 1nstruct1ons).
9 Excess distributions carryover to 2014.
Subtract lines 7 and 8 from line 6a. 2,276,907
10 Analysis ofl1ne 9
a Excess from 2009.
b Excess from 2010. 167,345
C Excess from 2 0 11. 936,825
d Excess from 2 0 1 2. 712,020
e Excess from 2 0 1 3. 460,717
Form 990-PF (2013)
Form 9 9 0 - P F ( 2 0 1 3 ) Page 10
M:itii!tl*M Foundations see instructions and Pa rt 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 2013, 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 Prior 3 years
income from Part I or the mInImum (e) Total
(a)2013 (b)2012 (c) 2011 (d) 2010
investment return from Part X for each
year listed.
b 85% ofl1ne 2a.
C Q ual1fy1ng d1stribut1ons from Part XII,
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)(B)(111).
(3) Largest amount of support
from an exempt organIzatIon
(4) Gross investment income
I :r-Tili
:t'fJ Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year-see 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 1fthey 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) of which the foundation has a 10% or greater interest
2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here .,_p
1fthe foundation only makes contributions to preselected charitable organIzatIons and does not accept
unsol1c1ted requests for funds If the foundation makes gifts, grants, etc (see 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
factors
Form 990-PF (2013)

Form 9 9 O- P F ( 2 O 1 3 ) Page 11
i:ifll!tfJ 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
status 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 TableSee
Add1t1onal Data Table
Total. ....3a 1,208,955

b Approved for future payment I
Total. ....3b
Form 990-PF (2013)
Form 9 9 0 - P F ( 2 0 1 3 ) Page 12
I :F-Til;i,.~!lit~J A na IYSIS 0 f I ncome- p ro d ucmq A ct1v1t1es
Enter gross amounts unless otherwise 1nd1cated Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
(a) function income
(b) (c) (d)
Business (See
1 Program service revenue A mount Exclusion code A mount
code 1nstruct1ons )
a
b
C
d
e
f
g Fees and contracts from government agencies
2 Membership dues and assessments.
3 Interest on savings and temporary cash
investments 10,625
4 D1v1dends and interest from securities. 364,897
5 Net rental income or (loss) from real estate
a Debt-financed property.
b Not debt-financed property.
6 Net rental income or (loss) from personal
property
7 Other investment income.
8 Gain or (loss) from sales of assets other than
inventory -7,684
9 Net income or (loss) from special events
10 Gross profit or (loss) from sales of inventory.
11 Other revenue a EL CENTROB NOTE -13
b MISCELLANEOUS INCOME 65
c NORTHIMPERIALASSOCIATES -24, 724
d
e
12 Subtotal Add columns (b), (d), and (e). 343,166
13 Total. Add line 12, columns (b), (d), and (e). 13 __________ 3_4_3~,1_6_6
(See worksheet 1n line 13 1nstruct1ons to verify calculations)
I :F-Til;i,.~ !Iii:1 Re I at1ons h"IP 0 f Act1v1t1es to t h e Accomp r1sh ment o f Exempt Purposes
..
Line No.
Explain below how each act1v1ty for which income 1s reported 1n column (e) of Part XVI-A contributed
the accomplishment
1nstruct1ons )
of the foundation's
importantly
exempt purposes (other than by prov1d1ng funds for such purposes) (See
to
Form 990-PF (2013)

Form 9 9 O- P F ( 2 O 1 3 ) Page 13
l:ifll!tf,il Information Regarding Transfers To and Transactions and Relationships With
Noncharitable Exempt Organizations
1 Did the organIzatIon directly or 1nd1rectly engage In any of the following with any other organIzatIon described In
section 5 O 1 (c) of the Code (other than section 5 O 1 (c )(3) orga n1zat1ons) or In section 5 2 7, relat1 ng to pol1t1ca I Yes No
organ IzatI o ns 7
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 fac1l1t1es, 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 of fac1l1t1es, 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 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 nonchantable exempt organIzatIon (d) Description of transfers, transactions, and sharing arrangements
2a Is the foundation directly or 1nd1rectly aff1l1ated with, or related to, one or more tax-exempt organIzatIons
described In section 5 O 1 (c) of the Code (other than section 5 O 1 (c )(3 )) or In section 5 2 7 7. .rYes
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
Sign based on all 1nformat1on ofwh1ch preparer has any knowledge
Here i 2015-02-13 IMay
~ ~
****** ****** the IRS discuss this returnl
with the prepclrer shown below
Signature of officer or trustee Date Title (see instr )7 [7 Yes I No
Date Check 1f self- PTIN
Paid
Print/Type preparer's name
STEVEN J FISHMAN
Pre pa re r's SI g nature
employed ~r P00160721
CPA
Preparer
Use Firm's name ~ Fishman Block Diamond LLP Firm's EIN ~
Only
Firm's address ~ 16830 Ventura Blvd Ste 400 EncIno,CA Phone no (818) 783-7140
914361726
Form 990-PF (2013)
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
RecIpIent If recIpIent Is an 1nd1v1dual, Foundation Purpose of grant or A mount
show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager recIpIent
AISH HA TORAH 1417 SOUTH N/A CHARITY GENERAL USE 11,300

DOHENY DRIVE
LOS ANGELES,CA 90035
AMERICAN ISRAEL EDUCATION N/A CHARITY GENERAL USE 313,620

FOUNDATIO 251 H STREET NW
WASHINGTON, DC 20001
ANSHIE CHAYIL 127 ROUTE 59 N/A CHARITY GENERAL USE 15,000

MONSEY,NY 10952
ASHREINU A JEWISH EDUCATION N/A CHARITY GENERAL USE 30,000

NETWORK 369 N FAIRFAX AVE 5
CHABAD ISRAEL HOUSE 1520 N/A CHARITY GENERAL USE 60,000

SOUTH ROBERTSON BLVD
HASBARA FELLOWSHIPS 520 8TH N/A CHARITY GENERAL USE 20,000

AVENUE 20TH FLOOR
NEWYORK,NY 10018
ISRAELI AMERICAN COUNCIL IAC N/A CHARITY GENERAL USE 18,000

9440 SOUTH SANTA MONICA
BOULEVARD
BEVERLY HILLS,CA 90210
ONE FAMILY FUND 1029 TEANECK N/A CHARITY GENERAL USE 1,500
ROAD SUITE 3B
TEANECK, NJ 07666
STAND WITH US PO BOX 341069 N/A CHARITY GENERAL USE 76,500

TZEDAKA FUND 312 N DETROIT N/A CHARITY GENERAL USE 5,000

ACADEMIC EXCHANGE 9100 N/A CHARITY GENERAL USE 12,000

WILSHIRE BLVD SUITE 400W
CAMERA PO BOX 35040 N/A CHARITY GENERAL USE 10,000

BOSTON,MA 02135
FOUNDATION FOR DEFENSE OF N/A CHARITY GENERAL USE 10,000

DEMOCRACI PO BOX 33249
AICE - ASSOCIATION FOR N/A CHARITY GENERAL USE 10,000

ISLAMIC CHAR PO BOX 49
LEEDS, WEST YORKSHIRE LS84YB
UK
ALEPH INSTITUTE 9540 COLLINS N/A CHARITY GENERAL USE 3,600

AVENUE
SURFSIDE, FL 33154
Total. ....3a 1,208,955

CHABAD OF BAKERSFIELD 6901 N/A CHARITY GENERAL USE 2,500

MCDIVITT DRIVE C
BAKERSFIELD,CA 93313
CHRISTIANS UNITED FOR ISRAEL N/A CHARITY GENERAL USE 20,000

PO BOX 1307
SAN ANTONIO,TX 78295
DAVID HOROWITZ FREEDOM N/A CHARITY GENERAL USE 5,000

CENTER PO BOX 55089
SHERMAN OAKS,CA 91499
HERITAGE RETREATS 557 FENLON N/A CHARITY GENERAL USE 265

BLVD
C LI FT O N , N J O7 0 14
HILLEL AT UC LOS ANGELES 574 N/A CHARITY GENERAL USE 11,000

HILGARD AVENUE
J EWI S H P A RT I SA N E D U C AT IO N A L N/A CHARITY GENERAL USE 1,000

FOUNDAT 2107 VAN NESS AVE
STE 302
SAN FRANCISCO,CA 94109
MIDDLE EAST RESEARCH N/A CHARITY GENERAL USE 20,000

INSTITUTE PO BOX 27837
OHR ELIYAHU ACADEMY 241 S N/A CHARITY GENERAL USE 60,000

DETROIT ST
PRAGER UNIVERSITY 2325 N/A CHARITY GENERAL USE 14,000

DULLES CORNER BLVD SUITE 670
HERNDON,VA 20171
UCLA FOUNDATION 10920 N/A CHARITY GENERAL USE 50,000

WILSHIRE BLVD SUITE 900
A LP H A E P SI LO N P I 2 WI SC O N SI N N/A CHARITY GENERAL USE 2,500

CIRCLE SUITE 700
CHEVY CHASE,MD 20815
AMERICAN JEWISH COMMITTEE N/A CHARITY GENERAL USE 40,000

165 EAST 56TH STREET
NEWYORK,NY 10022
BEIT T'SHUVAH 8831 VENICE N/A CHARITY GENERAL USE 10,000

BLVD
CHABAD OF STANFORD 1289 N/A CHARITY GENERAL USE 15,000

COLLEGE AVENUE
PALO ALTO,CA 94306
EM HABANIM 5850 LAUREL N/A CHARITY GENERAL USE 3,600

CANYON BLVD
VALLEY VILLAGE,CA 91607
Total. ....3a 1,208,955

HILLEL INTERNATIONAL 800 N/A CHARITY GENERAL USE 20,000

EIGHTH STREET NW
HILLEL FOUNDATION OF ORANGE N/A CHARITY GENERAL USE 14,500

COUNTY 4255 CAMPUS DR SUITE
250
IRVINE,CA 92612
ISRAEL CLOSE UP PO BOX 16135 N/A CHARITY GENERAL USE 10,000

NEWPORT BEACH, CA 92659
JEWISH FUNDERS NETWORK 130 W N/A CHARITY GENERAL USE 7,500

30TH ST RM 900
NEWYORK,NY 10001
JINSA 1307 NEW YORK AVE NW N/A CHARITY GENERAL USE 5,000
SUTIE 200
KADIMA ACADEMY 7011 SHOUP N/A CHARITY GENERAL USE 20,000

AVENUE
WEST HILLS,CA 91307
LARGER THAN LIFE 18034 N/A CHARITY GENERAL USE 3,600

VENTURA BLVD 257
ENCINO,CA 91316
LA'S BEST 200 N SPRING STREET N/A CHARITY GENERAL USE 1,000
SUITE M-120
LEUKEMIA LYMPHOMA SOCIETY N/A CHARITY GENERAL USE 1,500

1311 MAMARONECK AVENUE
SUITE 310
WHITE PLAINS, NY 10605
MARCH OF THE LIVING 6505 N/A CHARITY GENERAL USE 2,000

NGO MONITOR 1 BEN MAIMON N/A CHARITY GENERAL USE 10,000

BLVD
JERU SA LEM, JE RSA LEM 92262
IS
PEYLIM LEV L'ACHIM 1034 EAST N/A CHARITY GENERAL USE 30,000
12TH STREET
BROOKLYN,NY 11230
STAND BY ME 21781 VENTURA N/A CHARITY GENERAL USE 10,000

BLVD 520
WOODLAND HILLS,CA 91364
THE CENTER FUND FOR ISRAEL N/A CHARITY GENERAL USE 10,000
3622 LYCKAN PARKWAY SUITE
6002
DURHAM, NC 27707
AFMDA 6505 WILSHIRE BLVD N/A CHARITY GENERAL USE 5,000

SUITE 650
Total. ....3a 1,208,955

AMERICAN FRIENDS OF IDC 116 N/A CHARITY GENERAL USE 2,000

EAST 16TH STREET 11TH FLOOR
NEWYORK,NY 10033
AMERICAN FRIENDS THE ISRAEL N/A CHARITY GENERAL USE 6,000

PHILHAR 9911 WEST PICO BLVD
SUITE 505
ANTI-DEFAMATION LEAGUE 605 N/A CHARITY GENERAL USE 1,000

THIRD AVENUE
NEWYORK,NY 10158
BBYO INC 2020 K ST NW 7TH N/A CHARITY GENERAL USE 10,000

FLOOR
BIKUR CHO LIM 8489 WEST THIRD N/A CHARITY GENERAL USE 5,000
STREET
CHILDRENS HOSPITAL OF LOS N/A CHARITY GENERAL USE 1,000

ANGELES 4650 WSUNSET BLVD
ELNET UNKNOWN N/A CHARITY GENERAL USE 5,000

UNKNOWN,CA 90000
FRIENDS OF THE IDF 6505 N/A CHARITY GENERAL USE 71,800

LOUIS D BRANDEIS CENTER 1776 N/A CHARITY GENERAL USE 5,000

I STREET NW STE 900
MESIVTA OF GREATER LOS N/A CHARITY GENERAL USE 3,000

ANGELES 25115 MU REAU ROAD
CALABASAS,CA 91302
SHA-I-L-I 5825 RESEDA BLVD 339 N/A CHARITY GENERAL USE 1,800
TARZANA,CA 91356
THE INVESTIGATIVE PROJECT N/A CHARITY GENERAL USE 5,000

5614 CONNECTICUT AVE NW NO
341
UNITED BREAST CANCER N/A CHARITY GENERAL USE 1,000

FOUNDATION 205 DEPOT ROAD
HUNTINGTON STATION,NY 11746
UNITED NATIONS WATCH USA CHARITY GENERAL USE 5,000

1201 PENNSYLVANIA AVE NW STE
617
VALLEY BETH SHALOM 15739 N/A CHARITY GENERAL USE 11,000

VENTURA BLVD
ENCINO,CA 91436
Total. ....3a 1,208,955

ADELSON EDUCATIONAL CAMPUS N/A CHARITY GENERAL USE 4,000

9700 HILLPOINTE ROAD
LAS VEGAS, NV 89134
AMERICAN CANCER SOCIETY PO N/A CHARITY GENERAL USE 1,000

BOX22718
OKLAHOMA CITY,OK 73123
AMERICAN FRIENDSOFTELAVIV N/A CHARITY GENERAL USE 20,000

UNIVER 39 BROADWAY
NEWYORK,NY 10006
AMERICAN FRIENDS OF YITZHAK N/A CHARITY GENERAL USE 2,500

RABIN C 36-12 34TH AVENUE 4TH
FLOOR
ASTORIA, NY 11106
AMERICAN SOCIETY FOR YAD N/A CHARITY GENERAL USE 2,000

VASHEM 500 FIFTH AVENUE 42ND
FLOOR
NEWYORK,NY 10110
BERGEN COUNTY YJCC 605 N/A CHARITY GENERAL USE 1,800

PASCACK ROAD
TOWN OF WASHINGTON, NJ 07676
B'NAI AKIVA OF LOS ANGELES N/A CHARITY GENERAL USE 1,000

9030 WEST OLYMPIC BOULEVARD
CYCLE FOR UNITY 2705 WACO N/A CHARITY GENERAL USE 1,000
COURTSUITEB
BALTIMORE,MD 21209
GESHER 332 BLEECKER STREET N/A CHARITY GENERAL USE 1,000

SUITE 444
NEWYORK,NY 10014
HESCHEL DAY SCHOOL 17701 N/A CHARITY GENERAL USE 3,600

DEVONSHIRE STREET
NO RTHRIDGE, CA 91325
HILLEL AT USC 3300 S HOOVER N/A CHARITY GENERAL USE 4,000

STREET
HILLEL AT SFSU 33 BANBURY N/A CHARITY GENERAL USE 1,250

DRIVE
SAN FRANCISCO,CA 94132
HILLEL AT STANFORD 565 N/A CHARITY GENERAL USE 2,500

MAYFIELD AVENUE
STANFORD,CA 94305
JEWISH FEDERATION OF LOS N/A CHARITY GENERAL USE 2,000

ANGELES 6505 WILSHIRE
BOULEVARD
LOS ANGELES POLICE N/A CHARITY GENERAL USE 2,000

FOUNDATION 515 S FLOWER
STREET SUITE 1680
Total. ....3a 1,208,955

MAKE-A-WISH FOUNDATION 1875 N/A CHARITY GENERAL USE 200

CENTURY PARK EAST SUITE 950
MA KOR HACHAIM 17815 N/A CHARITY GENERAL USE 3,600

VENTURA BLVD SUITE 215
ENCINO,CA 91316
MATI-ISRAELI COMMUNITY N/A CHARITY GENERAL USE 1,500

CENTER 19626 VENTURA BLVD
214-A
TARZANA,CA 91356
MULTIPLE SCLEROSIS SOCIETY N/A CHARITY GENERAL USE 500

5150 GOLDLEAF CIRCLE 400
NEWCOM MU NITY JEWISH HIGH N/A CHARITY GENERAL USE 6,800

SCHOOL 22622 VANOWEN STREET
WEST HILLS,CA 91307
SHOMREI TORAH SYNAGOGUE N/A CHARITY GENERAL USE 4,320

7353 VALLEY CIRCLE BOULEVARD
WEST HILLS,CA 91304
WHITTIER AREA PARENTS' N/A CHARITY GENERAL USE 500

ASSOCIATION 9300 SANTA FE
SPRINGS ROAD
SANTA FE SPRINGS,CA 90670
WIZO LOS ANGELES 9461 N/A CHARITY GENERAL USE 1,800

CHARLEVILLE BLVD 207
BUILDERS OF JEWISH EDUCATION N/A CHARITY GENERAL USE 5,000

6505 WILSHIRE BOULEVARD 300
Total. ....3a 1,208,955

lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934910440011751
0MB No 1545-0047
Schedule B Schedule of Contributors
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
,... Attach to Form 990, 990-EZ, or 990-PF.
,... Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions 1s at 2013
Internal Revenue Service www.irs.gov/form990.
Name of the organization Employer identification number
THE MILSTEIN FAMILYFOUNDATION
I 95-4824595
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
Form 990-FF 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 1fyour organization Is covered by the General Rule or a Special Rule.

Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule See 1nstruct1ons
General Rule
P For an organization filing Form 990, 990-EZ, or 990-FF that received, during the year, $5,000 or more (1nmoney or
property) from any one contributor Complete Fl-artsI and II
Special Rules
1
1 For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33 /3% support test of the regulations
under sections 509(a)( 1) and 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 (1) Form 990, Fl-artVIII, line 1h, or (11)Form 990-EZ, line 1 Complete Fl-artsI and II
1 For a section 501 ( c )(7), (8), or ( 10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclus,velyfor religious, charitable,
sc1ent1f1c,literary, or educational purposes, or for the prevention of cruelty to children or animals Complete Fl-artsI, II, and
Ill
1 For a section 501 ( c )(7), (8), or ( 10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions for use exclus,velyfor religious, charitable, etc, purposes, but these contributions did
not total more than $1,000 If this box Is checked, enter here the total contributions that were received during
the year for an exclus,vely religious, charitable, etc, purpose Do not complete any of the parts unless the General Rule
applies to this organization because 1treceived nonexclus,vely religious, charitable, etc, contributions of $5,000 or more
during the year . . . . . . . . . . . . . . . . . . . . . . . . . ,... $
---------
Caution. An organization that Is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-FF), but 1tmust answer "No"on Fl-artIV, line 2, of its Form 990, or check the box on line Hof its
Form 990-EZ or on its Form 990FF, Fl-artI, line 2, to certify that 1tdoes not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-FF)
For Paperwork Reduction Act Notice, see the Instructions Cat No 30613X Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
for Form 990, 990-EZ, or 990-PF.
Schedule B (Form 990, 990-EZ, or 990-A=) (2013) P"age2
Name of organization Employer identification number
95-4824595
. Contributors (seeinstructions) Useduplicate copies of Part I 1fadd1t1onalspace1sneeded
(a) (b) (c) (d)
No. Name, address, and ZIP+ 4 Total contributions Type of contribution
--
1 Person p
ADAM GILA MILSTEIN Payroll r
16027 VENTURA BLVD 550
$ 1,200,000 Noncash r
ENCINO, CA91436 (Complete Part II for
noncash contributions )
(a) (b) (c) (d)

--
2 Person p
WENDY MILSTEIN RADPARVAR Payroll r
$ 100,000 Noncash r
(a) (b) (c) (d)

--
3 Person p
LYRON MILSTEIN Payroll r
$ 100,000 Noncash r
(a) (b) (c) (d)

--
4 Person p
NATALIE MILSTEIN Payroll r
$ 100,000 Noncash r
(a) (b) (c) (d)

-- Person r
Payroll r
$ Noncash r
(Complete Part II for
(a) (b) (c) (d)

-- Person r
Payroll r
$ Noncash r
(Complete Part II for
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-A=) (2013) P"age3
95-4824595
1:r.111111111 Noncas h Property (see mstruct1ons) Use duplicate copies of Part II If add1t1onal space IS needed
(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-A=) (2013) P'age4
95-4824595
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the follow Ing line entry
For organizations completing P'art Ill, enter the total of exclus,vely religious, charitable, etc ,
contributions of $1,000 or less for the year (Enter this 1nformat1ononce See 1nstruct1ons),... $
Use duplicate copies of P'art Ill 1fadd1t1onalspace Is needed
(a) No.
from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
Part I
--
(e) Transfer of gift

Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
(a) No.
Part I
--

(a) No.
Part I
--

(a) No.
Part I
--


TY 2013 Accounting Fees Schedule
Name: THE MILSTEIN FAMILY FOUNDATION

EIN: 95-4824595
Software ID: 13000170
Software Version: 2013v4.0
Category Amount Net Investment Adjusted Net Disbursements for
Income Income Charitable
Purposes
ACCOUNTING 25,900 4,929 0 0
TY 2013 Investments Corporate

Bonds Schedule

EIN: 95-4824595
Name of Bond End of Year Book End of Year Fair
Value Market Value
ML STERN NOTES, BONDS & SHARES 50,775 54,185
STATE OF ISRAEL BONDS 374,092 459,524
FIDELITY HIGH RATE FIXED INCOME
TY 2013 Investments Corporate

Stock Schedule

EIN: 95-4824595
Name of Stock End of Year Book End of Year Fair

Value Market Value
DODGE & COX INC. & INCOME 2,822,836 3,031,511
INTERNATIONAL EQUITY FUNDS 77,817 188,100
ML STERN EQUITIES 530,195 486,895
MERRILL LYNCH HEDGEACCESS 2,200,289 2,407,919
TOTAL BERNSTEIN INVESTMENTS 5,069,182 5,286,690
GREY K INVIRONMENTAL HEDGE FUND 439,782 144,798
PRINCIPAL GLOBAL DIVERSIFIED INC CL P 500,015 522,096
TY 2013 Investments - Other Schedule

EIN: 95-4824595
Category/ Item Listed at Cost or Book Value End of Year Fair

FMV Market Value
PAULSON GOLD FUND LTD AT COST 250,000 50,826
TY 2013 Legal Fees Schedule

EIN: 95-4824595
Purposes
LEGAL FEES 8,920 0 0 0
TRADEMARK REGISTRATION 5,100 0 0 0

TY 2013 Other Assets Schedule

EIN: 95-4824595
Description Beginning of Year - End of Year - Book End of Year - Fair
Book Value Value Market Value
EL CENTRO B NOTE 87,441 87,441
MYDA ADVANTAGE LTD INVESTMENT 2,000,000 2,107,744
NORTH IMPERIAL ASSOCIATES 55,272 -47,374 -47,374
NPN FUND III 740,234 997,534 997,534

TY 2013 Other Expenses Schedule

EIN: 95-4824595
Description Revenue and Expenses Net Investment Adjusted Net Income Disbursements for
per Books Income Charitable Purposes
ADMINISTRATIVE EXPENSE 192
ADVERTISING 1,270
ATTORNEY GENERAL 150
BANK CHARGES 35
COMPUTER SOFTWARE 442
CONSULTING 43,199
EMPLOYEE BENEFITS 694
OFFICE EXPENSES 14,326
WEBSITE 1,234
TY 2013 Other Income Schedule

EIN: 95-4824595
Description Revenue And Net Investment Adjusted Net Income
Expenses Per Books Income
EL CENTRO B NOTE -13 -13
MISCELLANEOUS INCOME 65 65
NORTH IMPERIAL ASSOCIATES -24,724 -24,724

TY 2013 Other Increases Schedule

EIN: 95-4824595
Description Amount
BOOK/TAX DIFFERENCE FROM PASSTHROUGH K-1 9,496
TY 2013 Substantial Contributors Schedule

EIN: 95-4824595
Name Address
ADAM GILA MILSTEIN 16027 VENTURA BLVD 550
ENCINO,CA 91436
WENDY MILSTEIN 16027 VENTURA BLVD 550

ENCINO,CA 91436
LYRON MILSTEIN 16027 VENTURA BLVD 550

ENCINO,CA 91436
NATALIE MILSTEIN 16027 VENTURA BLVD 550

ENCINO,CA 91436
TY 2013 Taxes Schedule

EIN: 95-4824595
Purposes
FRANCHISE TAX BOARD 60
SECRETARY OF THE STATE 20
US TREASURY 100

Milstein Family Foundation 2013

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Milstein Family Foundation 2013

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efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93491044001175

G Check a II that apply r In1t1al return

l:a-11 Analysis of Revenue and Expenses

4 D1v1dends and interest from securities. 364,897 364,897 364,897

b Net rental income or (loss)

6a Net gain or (loss) from sale of assets not on line 10 -7,684

~ Capital gain net income (from Part IV, line 2)

10a Gross sales less returns and

C Gross profit or (loss) (attach schedule)

11 Other income (attach schedule) ',!;I -24,672 -24, 737 65

12 Total. Add lines 1 through 11 1,843,166 350,785 379,595

13 Compensation of officers, directors, trustees, etc

14 Other employee salaries and wages 27,316 5,199

b Net investment income (1f negative, enter -0-) 340,657

C Adjusted net income (1f negative, enter -0-) 379,595

2 Savings and temporary cash investments 61,942 8,602 8,602

'-"" 8 Inventories for sale or use

C Investments-corporate bonds (attach schedule). 6,719,253 ',!;I 424,867 513,709

11 Investments-land, bu1ld1ngs, and equipment basis,..

14 Land, bu1ld1ngs, and equipment basis,..

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

17 Accounts payable and accrued expenses

-e 20 Loans from officers, directors, trustees, and other d1squal1f1ed persons

23 Total liabilities (add lines 17 through 22) 0

Foundations that follow SFAS 117, check here ,..

ifflfOI Analysis of Changes in Net Assets or Fund Balances

If gain, also enter 1n Part I, line 8, column

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

2 Total of line 1, column (d). 2 0 39997

5 Multiply line 4 by line 3.

6 Enter 1% of net investment income (1% of Part I, line 27b). 6 3,407

7 Add lines 5 and 6. 7 1,205,964

8 Enter qual1fy1ng d1stribut1ons from Part XII, line 4. 8 1,208,955

Form 990-PF (2013)

Website address ..-_w_ww

15 Section 494 7(a)(l)

Total number of other employees paid over $50,000. ...

All other program-related investments See page 24 of the 1nstruct1ons

Total. Add lines 1 through 3 ...

1m1:.+iQualifying Distributions (see instructions)

2 U nd1stributed income, 1f any, as of the end of 2013

d Applied to 2013 distributable amount. 748,238

7 A mounts treated as d1stribut1ons out of

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

c Any subm1ss1on deadlines

Form 990-PF (2013)

Total. ....3a 1,208,955

Form 990-PF (2013)

Date Check 1f self- PTIN

a Paid dunng the year

AISH HA TORAH 1417 SOUTH N/A CHARITY GENERAL USE 11,300

AMERICAN ISRAEL EDUCATION N/A CHARITY GENERAL USE 313,620

ANSHIE CHAYIL 127 ROUTE 59 N/A CHARITY GENERAL USE 15,000

ASHREINU A JEWISH EDUCATION N/A CHARITY GENERAL USE 30,000

CHABAD ISRAEL HOUSE 1520 N/A CHARITY GENERAL USE 60,000

HASBARA FELLOWSHIPS 520 8TH N/A CHARITY GENERAL USE 20,000

ISRAELI AMERICAN COUNCIL IAC N/A CHARITY GENERAL USE 18,000

STAND WITH US PO BOX 341069 N/A CHARITY GENERAL USE 76,500

TZEDAKA FUND 312 N DETROIT N/A CHARITY GENERAL USE 5,000

ACADEMIC EXCHANGE 9100 N/A CHARITY GENERAL USE 12,000

CAMERA PO BOX 35040 N/A CHARITY GENERAL USE 10,000

FOUNDATION FOR DEFENSE OF N/A CHARITY GENERAL USE 10,000

AICE - ASSOCIATION FOR N/A CHARITY GENERAL USE 10,000

ALEPH INSTITUTE 9540 COLLINS N/A CHARITY GENERAL USE 3,600