IRS Form 990PF for Ahmanson Foundation

Home , Campbell Hall School, Marymount High School, Mayfield Senior School, Verbum Dei High School

912 2Y6) 00605 8

Return of Private Foundation 1545-0052 OMB No or Sectron 4947(a)(1) Trust Treated as Private Foundation P Do not enter socral security numbers on this form as it may be made public 2016 Department of the Treasury Intanal Revenue Servrce > Information about Form 990- PF and its separate instructions is at WWW "3- QOV/foerQOPI-X WWW For calendar year 2016 or tax year beginning nov 1, 2016 , and ending OCT 31, 2 0 1 7 Name of foundation A Employer Identification number

THE ELEANSON FOUNDATION 95-6089998

Number and street (or P 0 box numbe if mail is not delivered to street address) Room/swte B Telephone number 9 215 WILSHIRE BOULEVARD 310-278-0770

City or town, state or provmce, country, and ZIP or foreign postal code c If exemption application IS pending check here >Ij- BEVERLY HILLS, CA 90210

6 Check all that apply Ll Initial return Initial return of a former public charity D 1 Foreign organizations, check here >EJ CI Final return EAm ended return 2 Foreign organizations meeting the 85% test, 13 Address change '3 Name change check here and attach computation >D H Check type of organization' [Ll Section 501(c)(3) exempt private foundation E If private foundation status was terminated El Section 4947(a)(1) nonexempt charitable trust [it Other taxable private foundation Witt under section 507(b)(1)(A), check here >

l Fair market value of all assets at end of year J Accounting methodz Ll Cash X Accrual ti F If the foundation is in a 60-month termination (fro$m Part II, col (c), line 16) Cl Other (speCify) under section 507(b)(1)(B), check here > 1,2 0 7, 6 3 8 0 2 8 (Part /, column (d) must be on cash basrs ) Lil Part I 122221322213432.2832212212213119mayAnalysis of Revenue and Expenses e&%)e*3323np"eer%%%ks (b) "tintiivrfiitmem (292115333 net '05 d(Gazetteers Disbursements 1 Contributions, gifts, grants, etc , received 8,255 . 3 '2 g 2 3% H 071x 2 Check)El it meroundationis not requned to attach Sch B 1% v 1% $533 $8 J U a 5.. temmy ss , m. 53 , 793. 4 I3 ' stfromsecurities 22,615,166. 33,609,309.

58 G .

b N ,5) '34, '8 a. it $338 2 4 3

g 632 alaofassetsnoton line 10 114,121,840. g 4 WEE pwme-ufm .aWasg $33 5, ha, 579,998,455. eggs 4%., Ejgggltvhw U 33

g 7 C (homParllV,line2) 117,180,008. 3;. 8 i , A v 2 tr 8 N algain 4% $333 1% AUG am I); 5

9 Income modifications If; t 384;, t g 2018 1082;355i331332f'emm5 * 843.. 84 4; UbUt N, u l 3 b Less Cost of goods sold 4;,ng f ; 33, Wk 1 r Ii c Gross profit or (loss) 8,, vii i 11 Otherincome 286,500. <56,160.> 0.5EE STATEMENTI

SEP 12 Total Addlines1through11 137,085,554. 150,786,950. 0. , . g. 13 Compensation ofofticers directors, trustees, etc 1,105,270. 325,748. 0. 779, 522. 14 Otheremployee salariesand wages 992,122. 198,600. 0. 774,188. a, 15 Pen5ionplans,empioyee benefits 631,509. 157,877. 0. 474,981. 3 168 Legalfees STMTZ 16,875. 8,552. o, 0. E bACCOuntIngfees STMT3 133,803. 32,985. 0. 99,758. SCANNED .35 c Otherprofessmnalfees STMT4 1,375,843. 3,100,006. 0. 116,607. .3 17 Interest 407. E 13 Taxes smvrs 2,021,250. 216,543. 0. 555, g 19 DepreCIation and depletion 134,833 . 0. 0. 3. g 20 Occupancy .120,345. 30,087. 0. 90,528.

< 21 Travel, conferences, and meetings 49,382. 12,346. 0. 42,815. E 22 Printingandpublications 73,525. 18,381. 0. 55,420,

g 23 Otherexpenses STMTS 147,873. 27,006. 0. 105,739. *5 24 Total operating and administrative a expenses Addlines13through23 6,802,630. 4,128,538. 0. 2,541,113. 0 25 Contributions, gitts, grants paid 51,170,438. 52,899,938. 26 Total expenses and disbursements Addlinesz4an025 57,973,068. 4,128,538. 0. 55,441,051, 27 Subtract line 26 from line 12

a Excess olievenue over expenses and disbursements 79 , 11 2 , 48 6 - b Net investment incomerii negative enter .0.) 146 , 658 , 412. c Adjusted net income (.i negative enter .0) 0.

623501 11-23-16 LHA For Paperwork Reduction Act Notice, see instructions Form 990-PF (2016) 2 124 x32 Form QQO-PF (2016) THE AEMANSON FOUNDATION 95-6089998 Page 2

Balance Sheets Attached schedulesand amountsm the descnption Beg'nn'ng 0f year End of year

column should be for end 0! year amounts only (a) Book Value (b)Book Value (8) Fair Market Value

Cash - non-interest-bearing

Savrngs and temporary cash investments 1 0,8 3 3 ,7 o 0. 7,471,238. 7,471,238.

Accounts receivable > 66,353. 4 3. 25.. 3 Less allowance for doubtful accounts > 94, 285. 66,353. '66,353. 4 Pledges receivable P Less allowance for doubtful accounts D

Grants receivable

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

7 Other notes and loans receivable b Lessz allowance for doubtful accounts D

8 Inventories for sale or use

9 Prepaid expenses and deferred charges 7 09 , 076 . 414,685. 414,685.

Assets 10a Investments - U S and state government obligations STMT 7 179 , 403 ,8 07. 184,429,276. 184,429,276.

b Investments - corporate stock STMT 8 689,740,234 . 802,195,634. 802,195,634.

c Investments - corporate bonds

11 Investments land butldings and equipment baSIS > x48 3%;

gifts *9 Less accumulated depreciation >

12 Investments - mortgage loans

13 Investments - other STMT9 179,062,694. 204,167,802. 204,167,802.

14 Land, butldings, and equtpment baSIS P 5,675,318.w g g 3 M 32g Less accumulated depreuation STMT 10 F 2 , 670 , 552 . 3 , 139 , 598 , 3,004,766. 3,004,766. 15 Other assets (describe > SEE STATEMENT 1 1 ) 3 ,9 8 4,8 1 0. 5,888,274. 5,888,274.

16 Total assets (to be completed by all filers - see the instructions. Also, see page 1, item I) 1,066,968,204. 1,207,638,028. 1,207,638,028. 9 17 Accounts payable and accrued expenses 2,303,010. 2,828,110..

18 Grants payable 18,894,500, 17,165,000.

19 Deferred revenue 'KW

20 Loans from officers, directors trustees and other disqualified persons

21 Mortgages and other notes payable

Liabilities 22 OtherIlabIIIIIeS(descrIbe b 457 (B) EMPLOYEE DEFERRAL ) 446,052. 576,034.

23 Total liabilities(add lines 17 through 22) 21,643, 562. 20,569,144.

Foundations that follow SFAS 117, check here >ILI and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted 1,045,324,642. 1,187,068,884.

25 Temporarilyrestricfed

Balances 26 Permanently restricted Foundations that do not follow SFAS 117, check here > Ii]

Fund and complete lines 27 through 31

or 27 Capital stock, trust prinCipal, or current funds

28 Paid-in or capital surplus, or land, bldg ,and equtpment fund

Assets 29 Retained earnings, accumulated income, endowment, or other funds

30 Total net assets or fund balances 1 , O45 , 324 , 642 . 1,187,068,884,

Net

31 Total liabilities and net assets/fund balances 1,066,968, 204 . 1,207,638,028.

Part 111 Analysis of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree wrth end-of-year figure reported on prior year's return) 1,045,324,642.

Enter amount from Part I, line 27a 79,112,486.

Other increases not included in line2(itemize) b NET UNREALIZED GAINS OR Losses ON INVESTMENTS 62,631,756.

Add lines 1, 2, and 3 1,187,068,884.

Decreases not included in line 2 (itemize) b 0 .

1,187,068,884. 0301th Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30 mart-care;

Form 990-PF (2016)

623511 11>2316 [it

1 Form 990-PF (2016) THE MANSON FOUNDATION 957 6089998 Page 3 Fart IV] Capital Gains and Losses for Tax on Investment Income (a) LIst and descnbe the krnd(s) 01 property sold (e.g , real estate, ( Pgnfccrgaus'ged (c) Date acqurred (d) Date sold 2-story brrck warehouse; or common stock, 200 shs MLC Co ) D . Donatron (m0 . day. Yr ) (m0 , day, 1") 1a STATEMENT 17 P

(e) Gross sales price (I) Deprecratron allowed (g)Cost or other basrs (h) Garn or (loss) (or allowable) plus expense of sale (e) plus (1) mInus (g) a 583,056,623, 465,876,615. 117,180,008,

Complete only for assets showrng mm In column (h) and owned by the foundatron on 12/31/69 (I)Galns (Col. (h) gaIn mInus - col. k .but not less than -0- or (i)F M v as 0112/31/69 (25321553313335 (332?)??? $04"? (L)0$ses (Irom col. (h)) ) a 117,180,008.

) l1 gaIn, also enter In Part I, lIne 7 ) 2 Capltal 9am net Income or (net capltal l0'55) It (loss), enter -0- In Pan I, We 7 2 1 17 . 180 , 008.

3 Net short-term capItal mm or (loss) as detrned In sectrons 1222(5) and (6); l1 gain, also enter In Part I, lIne 8, column (c) It (loss), enter -0- In Part I, We 8 3 0 .

Wart Vg] Qualif-Eation Under Sectlon 4940(e) for Reduced Tax on Net Investment Income

(For optronal use by domestrc pnvate foundatrons sub)ect to the sectIon 4940(a) tax on net Investment Income )

It sectron 4940(d)(2) applres, leave the part blank.

Was the foundatron "able for the sectron 4942 tax on the dlstnbutable amount 01 any year In the base perlod') E] Yes [3 No If "Yes," the foundation does not qualIty under section 4940(e) Do not complete thIs part

1 Enter the approprrate amount In each column for each year; see the Instructrons before makIng any entrres

Base erIod (a) ears (b) (c) DIstrIbutron W ratIo Calendar year (09m yeya, begrnnrng In) Adrusted quahtyrng drstrrbutlons Net value 01 nonchantable-use assets (col (b) dIVIded by col (0)) 2015 51,010,475. 1,028,546,387. .049595 2014 53,965,685. 1,094,992,738. ,049284 2013 51,701,284. 1,110,275,511. .046566 2012 52,019,803. 1,021,465,562. .050927 2011 40,541,425. 941,740,514. .043049

2 Total 01 me 1, column (d) 2 .239421

3 Average dIstrrbutIon ratro lor the 5-year base penod - drvrde the total on Me 2 by 5. or by the number of years the foundation has been In exrstence It less than 5 years 3 .047884

4 Enter the net value 01 noncharItable-use assets for 2016 1mm Part X, We 5 4 1,1 1 3,004,668.

5 MultIpllene4blene3 5 53,295,116.

6 Enter 1% 01 net Investment Income (1% 01 Part I, We 27b) 6 1,466,584.

7 AddlrnesSandG 7 54,761,700.

8 Enter qualltyrng drstrrbutrons 1rom Part XII, We 4 8 57,441,051.

lt Me 8 rs equal to or greater than We 7, check the box In Part VI, lIne 1b, and complete that part usrng a 1% tax rate See the Part VI Instructtons

623521 11 23-16 Form 990-PF(2016)

Form 990-PF(2016) THE AHMANSON FOUNDATION 95-6089998 page4 Bart VI ] Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions) 1a Exempt operating foundations described in section 4940(d)(2), check here D and enter "WA" on line 1 Date of ruling or determination letter. (attach copy of letter if necessary-see instructions) 0 Domestic foundations that meet the section 4940(e) requirements In Part V, check here D and enter 1% 1 1,466,584.

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)(1) trusts and taxable foundations only Others enter -0-) 0.

3 Add lines 1 and 2 1,466,584.

4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) O.

1,466,564. 5 Tax based on investment income. Subtract line 4 from line 3 If zero or less, enter -0- (##WM

6 Credits/Payments; a 2016 estimated tax payments and 2015 overpayment credited to 2016 6a 1,875,042 .

ti Exempt foreign organizations - tax Withheld at source so

c Tax paid With application for extensron of time to file (Form 8868) 6c 1

11 Backup Withholding erroneously Withheld 60

7 Total credits and payments. Add lines 6a through 6d

Enter any penalty for underpayment of estimated tax Check here if Form 2220 is attached

Tax due If the total of lines 5 and 8 is more than line 7, enter amount owed b 9

10 Overpayment. If line 7 IS more than the total of lines 5 and 8, enter the amount overpaid b 10 408,458.

1 1 Enter the amount of line 10 to be. Credited to 2017 estimated tax D 408,458 . Refundedb 11 0. [fart VII-A] Statements Regarding Activities 1a During the tax year, did the foundation attempt to influence any national. state, or local legislation or did it part1crpate 0r intervene In < Yes No t

any political campaign? .i. at

>< .4

0 Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions for the definition)? a-

If the answer is "Yes" to 1.3 or 1b, attach a detailed description of the actrvrties and copies of any materials published or distributed by the foundation in connection With the actiwties 0 Did the foundation file Form 1120-POL for this year?

it Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the yeari (1) On the foundation. b $ 0. (2) 0n foundation managers > $ 0. e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers.) $ 0 . 2 Has the foundation engaged in any activnies that have not preVIously been reported to the IRS?

If "Yes," attach a detailed description of the actiVities 3 Has the foundation made any changes, not prevrously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other Similar instruments? If "Yes," attach a conformed copy of the changes

4a Did the foundation have unrelated busrness gross income of $1,000 or more during the year?

b If 'Yes," has it filed a tax return on Form 990-T for this year? N/A

5 Was there a Itqmdation, termination, dissolution, or substantial contraction during the year?

If "Yes," attach the statement requrred by General Instruction T

Are the requtrements 01 section 508(e) (relating to sections 4941 through 4945) satisfied either if;

to 0 By language in the governing instrument. or ,

0 By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict With the state law Wgwmat remain in the governing instrument?

Did the foundation have at least $5,000 in assets at any time during the year? lf "Yes," complete Part II, col (6), and Part XV

8a Enter the states to which the foundation reports or With which it is registered (see instructions) >

CA b If the answer is 'Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or de3ignate) of each state as requned by General Instruction G? If "No, " attach explanation silk

9 Is the foundation claiming status as a private operating foundation Within the meaning of section 4942())(3) 0r 4942())(5) for calendar year 2016 or the taxable year beginning in 2016 (see instructions for Part XIV)? If "Yes," complete Part XIV 9 x

10 Did any persons become substantial contributors during the tax year? ll *Yes - attach a schedule listing their names and addresses 10 X Form 990-PF(2016) 623531 11-23-16 v.1 J , - V I Form ggo-PF (2016) THE AHMANSON FOUNDATION 954 6089998 Page 5 [Part VII-A (Statements Regarding Activities (continued)

Yes No 11 At any time during the year, did the foundation, directly or indirectly, own a controlled entity Within the meaning of section 512(b)(13)? If "Yes," attach schedule (see instructions) 11 x

12 Did the foundation make a distribution to a donor adVIsed fund over which the foundation or a disqualified person had adVIsory priVileges? If "Yes," attach statement (see instructions) 12 X

13 Did the foundation comply With the public inspection requtrements for its annual returns and exemption application? 13 X Websne address > www.THEA1mANSONF0UNDATION.ORG

14 The books are in care of b KRISTEN K . o ' CONNOR Telephone no >319 278-0770 Located at p 9215 WILSHIRE BLVD. , BEVERLY HILLS, CA th+4 >90210

15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here N/A > and enter the amount of tax-exempt interest received or accrued during the year bl 15 [ N/A 1 16 At any time during calendar year 2016, did the foundation have an interest in or a Signature or other authority over a bank, Yes NO securities, or other finanCIal account in a foreign country? 16 X

See the instructions for exceptions and filing requnements for mom Form 114 If 'Yes," enter the name of the $1? foreign country b 1 "I [Part VII-ST Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column. unless an exception applies. 5 . Yes No 1a During the year did the foundation (either directly or indirectly)z I a , 1%; (1) Engage in the sale or exchange, or Ieasmg of property With a disqualified person? Yes El No $ng $14 9 (2) Borrow money from, lend money to, or otherWIse extend credit to (or accept it from) 1; ii; a disqualified person? Yes No 4'. (3) Furnish goods, serVIces, orfaCIlities to (or accept them from) a disqualified person? Yes No $3,? , (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? Yes No , 3? 4 (5) Transfer any income or assets to a disqualified person (or make any of either available %3 g% is, . for the benefit or use of a disqualified person)? [I Yes No it? 3% 3 (6) Agree to pay money or property to a government official? (Exception Check "No" $3, "I if the foundation agreed to make a grant to or to employ the offiCial for a period after 1 termination of government same, if terminating Within 90 days) [3 Yes No , b If any answer is "Yes" to 1a(1)-(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 a53istance (see instructions)? 1b X Organizations relying on a current notice regarding disaster assrstance check here P B 1 i; % e c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected *5 1 413.3%; before the first day of the tax year beginning in 2016? 10 X 2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating foundation 3;, defined in section 4942(r)(3) or 4942(r)(5)); '5 a At the end of tax year 2016, did the foundation have any undistributed income (lines so and Be, Part XIII) for tax year(s) beginning before 2016? C] Yes No If 'Yes," list the years b , , ,

0 Are there any years listed in 2a for which the foundation is notapplying the prowstons 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 instructions) N/A 20 c If the proVISIons of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here a; it?

> 1 . 1 a 3% 3a Did the foundation hold more than a 2% direct or indirect interest in any busmess enterprise at any time 5 a . , during the year? Yes E No if" 9?"? b If 'Yes," did it have excess busmess holdings in 2016 as a result of (1) any purchase by the foundation or disqualified persons after I , May 26, 1969; (2)the lapse of the 5-year period (or longer period approved by the Commtssroner under section 4943(c)(7)) to dispose , 99,43 94??? of holdings acquned by gift or bequest; or (3)the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, y .. Form 4 720, to determine if the foundation had excess busrness holdings in 2076) 30 X

4a Did the foundation invest during the year any amount in a manner that would ieopardize its charitable purposes? 4a X b Did the foundation make any investment in a prior year (but after December 31, 1969) that could )eopardize its charitable purpose that I > had not been removed from )eopaidy before the first day of the tax year beginning in 2016? 40 x

Form 990-PF (2016)

623541 11-23 16

. 1' Form 990-PF (2016) THE AHMANSON FOUNDATION 95-6089998 pages [En Vll-BJ Statements Regarding Activities for Which Form 4720 May Be Required (continued)

5a During the year did the foundation pay or incur any amount to; 3. < (1) Carry on propaganda, or otherWIse attempt to influence legislation (section 4945(e))? Yes IE No 1% (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, % 1 , any voter registration drive? Yes No 1*; , (3) ProVIde a grant to an indiwdual for travel, study, or other Similar purposes? Yes [E No 1%,, i, , (4) Provrde a grant to an organization other than a charitable, etc , organization described in section 9;; 3* , We, 4945(d)(4)(A)? (see instructions) D Yes 111 N0 35; a . (5) Prowde for any purpose other than religious, charitable, sctentific, literary, or educational purposes, or for 4,946 3% the prevention of cruelty to children or animals? C] Yes No ,. . ; b If any answer is 'Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in Regulations E ,9, Q 44% 1 &5 section 53 4945 or in a current notice regarding disaster aSSIStance (see instructions)? N/A Organizations relying on a current notice regarding disaster aSSISIance check here N/A F [j c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure responSibility for the grant? N/A [3 Yes D No If "Yes," attach the statement reqUIred by Regulations section 53 4945-5(d) Ga Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? D Yes [El No . g; . b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6b X If "Yes" to 6b, file Form 88 70 ., , Ea , , 7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? Yes IE] No *4 , 3E), e b If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? N/A 7b Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors

1 List all officers. directors, trustees, foundation managers and their compensation.

iatiameandaddress h(b) Macadam Title, and average (cHTompensation "grated 6%!)ocyggigignuetmigslggs 1 (e) EX entie

SEE STATEMENT 12 1,105,270. 219,365. 0.

2 Compensation of five highest-paid employees (other than those included on line 1). If none, enter "NONE."

(b) Title, and average (d)00ninbutionsto (e) EX ense (a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation emv'gggednetggggv'ans aCCOUH , other devoted to posnion cmmsatm allowances MELINDA L . JONES - 9215 WILSHIRE R . PROG. OFFICER BLVD., BEVERLY HILLS, CA 90210 40.00 106,467. 39,639. 0. JENNIE H. CHIN - 921 5 WILSHIRE SR. ACCOUNTANT BLVD., BEVERLY HILLS, CA 90210 40.00 112,000. 32,679. 0. CARRIE HARLow - 9215 WILSHIRE BLVD ., PROG. OFFICER BEVERLY HILLS, CA 90210 40.00 113,300. 30,761. 0. SARA STRAUBEL - 9215 WILSHIRE BLVD ., PROG . OFFICER BEVERLY HILLS, CA 90210 40.00 105,633. 29,873. 0. YVONNE DE BEIXEDON . 9215 WILSHIRE PROG . ASSOCIATE BLVD., BEVERLY HILLS, CA 90210 40.00 89,500. 32,626. 0.

Total number of other employees paid over $50,000 b I 4 Form 990-PF (2016) 623551 11-23 16 Form 990-PF 2016) THE AHMANSON FOUNDATION 95- 6089998 page 7 I Part VI" I Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued)

3 Five highest-paid independent contractors for professwnal services. If none, enter "NONE."

(a) Name and address of each person paid more than $50,000 (b) Type of serVIce (c) Compensation

WELLINGTON MANAGEMENT COMPANY * 2 EMBARCADERO

CENTER, STE 1645, SAN FRANCISCO, CA 94111 INVESTMENT 438,037.

JOHN W. BRISTOL & CO, - 48 WALL STREET, 18TH

FLOOR, NEW YORK, NY 10005 INVESTMENT 419,268.

PACIFIC RIDGE CAPITAL PARTNERS * 4900 MEADOWS

ROAD, SUITE 320, LAKE OSWEGO, OR 97035 INVESTMENT 290,445.

WILSHIRE ASSOCIATES - 1299 OCEAN AVENUE,

SUITE 700, SANTA MONICA, CA 90401 NVESTMENT 103,887.

ANDERSEN TAX LLC - 400 S HOPE ST, SUITE 1000,

LOS ANGELES, CA 90071 ACCOUNTING AND TAX 94,413.

Total number of others receivmg over $50,000 for profeSSIonal serVices > 2 I Part IX=A,,I Summary of Direct Charitable AcEvmes

List the foundation's four largest direct charitable activnies during the tax year Include relevant statistical information such as the Expenses number of organizations and other beneficiaries served, conferences convened, research papers produced, etc 1 N/A

I. Part "<43 I Summary of Program-Related Investments Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2 Amount

1LOW INTEREST LOAN TO PACIFIC CHARTER SCHOOL DEVELOPMENT,

WHOSE MISSION IS TO PROVIDE UNDERSERVED STUDENTS IN

CALIFORNIA WITH THE HIGHEST QUALITY SCHOOL FACILITIES. 2,000,000. 2

All other program-related investments See instructions 3

Total. Add lines 1 through 3 > 2,000,000. Form 990-PF (2016)

623561 1123-16

Form 990-PF(2016) THE AHMANSON FOUNDATION 95-6089998 Page8

Part X 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 in carrying out charitable, etc , purposes; Average monthly fair market value of securities 1an 946,825,216.

Average of monthly cash balances 15 4,066,069.

Fair market value of all other assets 1c 179,062,693. td 1,129,953,978. Total (add lines 1a, b, and 0)

(ha-DUE Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanation) I 18 I

AchISItion indebtedness applicable to line 1 assets .2. o.

Subtract line 2 from line 1d 3 1,129,953,978.

Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 16,949,310.

Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 5 1,113,004,668. 6 55,650,233.

mm#03h3 Minimum investment return Enter 5% of line 5

I1Part XIfI Distributable Amount (see instructions) (Section 4942())(3) and (I)(5) private operating foundations and certain foreign organizations check here p [j and do not complete this part)

1 Minimum investment return from Part X, line 6 1 55,650,233. 2a Tax on investment income for 2016 from Part VI, line 5 2a 1, 466 , 584 . I

b Income tax for 2016. (This does not include the tax from Part VI.) 2b c Addlines2aand2b 20 1,466,584.

3 Distributable amount before adjustments Subtract line 2c from line 1 3 54,183 , 649 . 4 Recoveries of amounts treated as qualifying distributions 4 58 , 184 .

5 AddlineSBand4 5 54,241,833. 6 Deduction from distributable amount (see instructions) 6 0 .

7 Distributable amountas adjusted Subtract line 6 from line 5 Enter here and on Part Xlll, line 1 7 54 , 241 , 83 3 .

Qualifying Distributions (see instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes . a Expenses, contributions, gifts, etc - total from Part I, column (0), line 26 1a 55,441 , 051 . b Program-related investments - total from Part lX-B 1b 2,000, 000 , 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc , purposes 2 0 . 3 Amounts set aSIde for spe0ific charitable protects that satisfy 11182 E . a Suttability test (prior IRS approval requned) 3a b Cash distribution test (attach the requned schedule) 3b

Qualifying distributions Add lines 1a through 3b Enter here and on Part V, line 8, and Part Xlll, line 4 4 57 , 441 , 051 . 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 1% of Partl,line 27b 5 1,466,584.

6 Adjusted qualifying distributions Subtract line 5 from line 4 6 55,974 , 467 .

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 (2015)

623571 11-23 16

Form 990-PF (2016) THE AHMANSON FOUNDATION 9576089998 Page 9 Part XIII Undistributed Income (see instructions)

(a) (b) (c) (d) Corpus Years prior to 2015 2015 2016 1 Distributable amount for 2016 from Part XI, line 7 54,241,833. mse 2 Undistributed income. if any as of the and 012016 416w Lg aEnteramountfor20150nly 23,262,028. b Total for prior years; 1* 40 I . . 0. E; E > E. 3 Excess distributions carryover, if any, to 2016. ,o 6 2%; SEE

aFrom 2011 , 3%,, ' . ,, we 3;, we b From 2012 is. .1 , *f

cFrom 2013 1 f d From 2014 I , I eFrom 2015 E v, .

1 Total of lines 3a through e

4 Qualifying distributions for 2016 from

3 4 PartXll,line4'>$ 57,441,051. 9%

aApplied to 2015, but not more than line 2a ,Qm

$819 w bApplied to undistributed income of prior .9 , I. 3; years (Election requtred - see instructions) . . , . c Treated as distributions out of corpus I (Election requtred - see instructions) . ., 34,179,023. dApplied to 2016 distributable amount 2 . . Jig eRemaining amount distributed out of corpus 5 Excess distributions carryove applied to 2016 0 . E. (If an amount appears in column (d) the same amount must be shown in column (a) ) v 6 Enterthe net total of each column as V indicated below; $211?ng ,Ww W aCorpus Add lines 3f, 4c, and 4e Subtract line 5 . x % bPrior years' undistributed income Subtract .

WEE line 40 from line 20 W 0 Enter the amount of prior years' E, I 9m if

undistributed income for which a notice ol 1 , v 5 0*) VWEWEE deficiency has been issued, or on which NW 4 4? . the section 4942(a) tax has been preViously 1. . 3E mEEEW assessed f , . o . agggEEEEw 1,5 s E, 2%; . E;% E? 5 E d Subtract line 60 from line 6b Taxable ' E; . amount - see instructions 4 a 0 . E3. E; I E54 s eUndistributed income for 2015. Subtract line ' e V I TEE,

4a from line 2a Taxable amount - see instr .. , I C 43 set 9

f Undistributed income for 2016. Subtract age? .62? WEE

lines 4d and 5 from line 1. This amount must I 3,1,9, 4w

be distributed III 2017 g E ,0. 4,4 7 Amounts treated as distributions out of "

corpus to satisfy requrrements imposed by

92V section 170(b)(1)(F) or 4942(g)(3) (Election , , g 9 4,, ,5 may be requtred - see instructions) . 3;" ., "f, i; , f, ,gE a, 4.. Z V 8 Excess distributions carryover from 2011 E E . E not applied on line 5 or line 7 , 3 , ,j 9 Excess distributions carryover to 2017 3. . v < , E? Subtract lines 7 and 8 from line 6a . . .4 10 Analysts of line 9. E , a Excess from 2012 3 E I 0 Excess from 2013 c Excess from 2014 (1 Excess from 2015

eExcess from 2016

623581 11.23- 16 Form 990-PF (2016)

m J g Form 990-PF (2016) THE AHMANSON FOUNDATION 95 , 6089998 Page 10 [fart XIV*[ Private Operating Foundations (see Instructions and Part VII-A, questIon 9) N/A /

1 a It the toundatIon has recered a ruIIng or determInatIon letter that It Is a prIvate operatIng / toundatIon, and the rulIng IS effectIve tor 2016, enter the date of the rulIng p b Check box to IndIcate whether the foundatIon Is a prIvate operatIng toundatIon descrlbed In sectIon LJ 4942(])(3) or /LJ 4942(l)(5)

2 a Enter the lesser of the adjusted net Tax year PrIor 3 years Income from Part I or the mInImum (a) 2015 (b) 2015 (0)2014 ,(d) 2013 (e) Total

Investment return from Part X for / each year Irsted

b 85% of line 23 /

c OualItyIng dIstnbutIons from Part th, / Me 4 tor each year listed /

d Amounts Included In line 2c not used dIrectIy tor actIve conduct of exempt actIVItIes

e Oualltylng dIstrIbutIons made dIrectIy / 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 - enteri (1) Value ofallassets

(2) Value of assets quaIIfyIng under section 4942(J)(3)(B)(l) , b "Endowment" alternatIve test - enter 2/3 of mInImum Investment return , shown In Part X, We 6 for each year Irsted

6 "Support" alternatIve test - enter' (1) Total support other than gross Investment Income (Interest, dIVIdends, rents, payments on securItIes loans (section 512(a)(5)), or royaItIes)

(2 Support from general pubIIc V and 5 or more exempt organrzatrons as prowded In sectIon 4942(])(3)(B)(III)

(3) Largest amount of support from an exempt organIzatron

(4) Gross Investment Income / FPart XVf; ] Supplementary Information (Complete this part only f the foundation 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 wowed by the foundatIon before the close of any tax year (but only If they have contrIbuted more than $5,000) (See sectIon 507(d)(2).)

NONE

b LIst any managers of the toundatlon 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 mm the foundation has a 10% or greater Interest.

NONE

2 InformatIon Regarding Contrrbutron, Grant. Gift, Loan, Scholarshlp, etc., Programs; Check here > El It the foundatIon only makes contrrbutIons to preselected charitable organIzatIons and does not accept unsoIICIted requests for funds It the loundatIon makes gifts, grants, etc (see Instructions) to IndIVIduals or organIzations under other condItIons, complete Items 2a, b, c, and d.

a The name, address, and telephone number or e-maII address of the person to whom appIIcatIons should be addressed; THE AHMANSON FOUNDATION, 310> 27870770 9215 WILSHIRE BLVD., BEVERLY HILLS, CA 90210

b The form In thch appIIcatIons should be sumetted and Intormatlon and mammals they should Include STATEMENT 16

c Any sumessron deadIInes STATEMENT 16

d Any restnctrons or IImItatIons on awards, such as by geographIcal areas, charitable tIeIds, kInds of InstItutIons, or other lactors STATEMENT 16

623601 11-23 16 Form 990-PF (2016)

Form 990-PF (2016) THE AHMANSON FOUNDATION 95-6039998 page 11 Eran XV] Supplementary Information (continued)

3 Grants and Contributlons PaId DurIng the Year or Approved for Future Payment

ReCIpIent It recrpIent Is an IndIVIdual, show any relatIonshIp to FoundatIon Purpose (at grant or Amount

Name and address (home or busmess) or any substantIal toundatIon contrrbutor manager statusmoment of contrI utIon

a Pard dunng the year

STATEMENT 14 SEE STATEMENT 52,899,938.

Total b 33 52,899,938.

b Approved for future payment

STATEMENT 1 5 EEE STATEMENT 11,795,000.

Total p 3b 11,795,000.

Form 990-PF (2016)

623611 11-2316 Form 990-PF(2016) THE AHMANSON FOUNDATION 95-6089998 Page 12 Part XVI-A Analysis of Income-Producing Activities

Enter gross amounts unless otherWIse Indicated UnreiaEd busmess Income Excluded by seclron 512, 513. Of 514 (9) B (a) (b) E1231 (d) Related or exempt ston 1 Program seIVIce revenue. [@3255 Amount code Amount tunction Income

OQOU'

g Fees and contracts trom government agenCIes

2 Membership dues and assessments

3 interest on savmgs and temporary cash Investments 14 53,793.

4 DIVIdends and Interest from securities 14 22,615,166.

5 Net rental Income or (loss) from real estate; 3% ,M mW fat

a Debt-ltnanced property

0 Not debt-financed property

6 Net rental Income or (loss) from personal property

7 Other Investment Income 01

8 Gain or (loss) from sales 01 assets other than Inventory 13 114,121,840.

9 Net Income or (loss) from specral events

10 Gross profit or (loss) trom sales 01 Inventory

11 Other revenue' a SEE STATEMENT 1 3 286,500. b

c d

12 Subtotal Add columns (0), (d), and (e) 12%. 2%, 137,077,299. 0.

13 Total Add line 12,columns (b),(d), and (e) 13 137,077,299, (See worksheet In line 13 Instructions to verify calculations) ,ParttXVl-B Relationship of Activities to the Accomplishment of Exempt Purposes

Line No Explain below how each actIVIty tor which Income Is reported In column (e) 01 Part XVl-A contnbuted Importantly to the accomplishment of V the toundation's exempt purposes (other than by prowding funds for such purposes)

623621 11-23 16 Form 990-PF (2016) Form 990-PF (2016) THE AHMANSON FOUNDATION 95e6089998 Page 13 I Part XV" Information Regarding Transfers To and Transactions and Relationships With Noncharitable I Exempt Organizations

1 Did the organization directly or Indirectly engage In any of the tollowrng With any other organization described In section 501(0) of Yes No

the Code (other than section 501(c)(3) organizations) or In section 527, relating to political organizations? a Transfers from the reporting foundation to a noncharitable exempt organization of; I (1) Cash 1a(1) x (2) Other assets 1a(2) X

b Other transactions; 1 k, 6 (1) Sales 01 assets to a noncharitable exempt organization 1b(1) X (2) Purchases of assets from a noncharitable exempt organization 1b(2) X

(3) Rental of faCIIItIes, eqmpment, or other assets 1b(3) X (4) Reimbursement arrangements 10(4) X (5) Loans or loan guarantees 10(5) X 1 (6) Performance of servrces or membership or tundraising soIIcrtatIons 10(6) X (2 Sharing ol laCIIItIes, eqmpment, mailing lists, other assets, or paid employees to X

d If the answer to any of the above Is "Yes," complete the IoIIowmg schedule. Column (b) should always show the fair market value of the goods, other assets, or serVIces given by the reporting foundation. It 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 seIVIces received a me no Ullt IHVO (C exempt organization Description of transfers, transactions and sharing arrangements N/A

2a Is the foundation directly or Indirectly affiliated With, or related to, one or more tax-exempt organizations described In section 501(c) of the Code (other than section 501(c)(3)) or In section 5277 C1 Yes No b If "Yes," complete the tollowmg schedule (a) Name of organization (b)Type of organization (c) Description of relationship

N/ A

pen In s of pejury I declare that I have examined this return Including accompanying schedules and statements and to the best of my knowledge ' Si n e, correct and complete Declaration of preparer (other than taxpa ) I based on all Information of which preparer has any knowledge retaijlrn Mm the preparer , 9 shown below (see Instr )7 I Here ngp PRESIDENT II] Yes C] No Sighature ofotficer or trustee 965m V ' TItIe Print/Type preparer's name Pr rer's sr ature Date Check ] If PTIN self- employed . 06/18/2018 Pald TIMOTHY M. WYLIE. P00241767

Preparer FITm'S name DANDERSEN TAX LLC Hrm's EIN D 33-1197384 " Use Only Firm's address > 4 0 0 SOUTH HOPE ST ., SUITE 1 0 0 0 LOS ANGELES, CA 90071 Phoneno 213-593-2300

Form 990-PF (2016)

1 623622 1123 16

Schedule B Schedule of Contributors OMB No 1545-0047 $053039), 990-EZ, p Attach to Form 990, Form 990-EZ, or Form 990-PF. DE > Information about Schedule B (Form 990, 990-EZ, or 990-PF) and partmenl of the Treasury . . 2016 Intanal Revenue Savrce its Instructions is at www.rrs.gov/form990 .

Name of the organization Employer Identification number

THE AHMANSON FOUNDATION 9576089998 Organization type (check one)

Frlers of; Section;

Form 990 or 990-EZ E] 501 (c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF 501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

DDHDD 501(c)(3) taxable private foundation

Check If your organization Is covered by the General Rule or a Specral Rule. Note; Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Specral Rule See Instructions

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (In money or property) from any one contributor Complete Parts I and It See Instructions for determining a contributors total contributions

Special Rules

D For an organization described In section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vr), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (r) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1 Complete Parts I and II

C] For an organization described In section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions Of more than $1,000 exclusrvely for religious, charitable, screntrfrc, literary, or educational purposes, or for the prevention of cruelty to children or animals Complete Parts I, II, and III

E] For an organization described In section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusrvely for religious, charitable, etc , purposes, but no such contributions totaled more than $1,000 If this box Is checked, enter here the total contributions that were received during the year for an exclusrvely religious, charitable, etc , purpose Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusrve/y religious, charitable, etc , contributions totaling $5,000 or more during the year >$

Caution; An organization that Isn't covered by the General Rule and/or the Specral Rules doesn't fIIe Schedule B (Form 990, 990 E2, or 990-PF), but It must answer "No" on Part IV, Irne 2, of Its Form 990, or check the box on line H of its Form 990-EZ or on its Form 990 PF, Part I, line 2, to certify that It doesn't meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF)

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2016)

623451 10 18- 16 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Page 2 $ Name of organization Employer identification number

THE AHMANSON FOUNDATION 9546089998 (Partl Contributors (See Instructions) Use duplicate comes of Part I If additional space Is needed

(a) (b) (C) (d) No. Name. address, and ZIP + 4 Total contributions Type of contribution

MICROSOFT PHILANTHROPIES Person CI Payroll E] 1 MICROSOFT WAY $ 8,255, Noncash (Complete Part II for REDMOND, WA 98052 noncash contributions)

(a) ('3) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

Person El Payroll E Noncash El (Complete Part II for noncash contributions )

(a) (b) (C) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

Person El Payroll IZI Noncash [3 (Complete Part II for noncash contributions )

(a) (ID) (C) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

Person Ii] Payroll [j Noncash [2] (Complete Part II for noncash contributions)

(a) 0)) (0) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

Person E] Payroll II] Noncash [3 (Complete Part II for noncash contributions)

(a) 0)) (C) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

Person El Payroll El Noncash [Z] (Complete Part II for noncash contributions ) Schedule B (Form 990, 990-52, 01990-PF)(2016) 623452 10 18 16 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Page 3 Name at organization Employer identitication number

THE AHMANSON FOUNDATION 9576089998

Part II Noncash Property (See Instructions) Use duplicate copies of Part II if additional space IS needed

(a) (CI No (b) N) FMV (or estimate) from Description of noncash property given Date received (See instructions) Part I SOFTWARE

3,255. 10/24/17

(a) (C) No. ('3) FMV (or estimate) (d) from Description of noncash property given Date received (See instructions) Part I

(a) (C) (b) (d) FMV (or estimate) from Description of noncash property given Date received (See instructions) Part I

(a) (6) No. (b) (6) FMV (or estimate) from Description of noncash property given Date received (See instructions) Part I

(a) (cl No. 03) Id) FMV (or estimate) from Description of noncash property given Date received (See instructions) Part I

(a) (CI No. (b) FMV (or estimate) N) from Description of noncash property given Date received (See instructions) Part I

623453 10-18 16 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Schedule B (Form 990, 990-EZ, or 990 PF) (2016) Page 4 Name oforganization Employer identification number

THE AHMANSON FOUNDATION 9576089998

Part I" Excluswely rengmus, chantabIe, etc , contnButIons to organizations aescnliea In section 501(c)(7), (3), or a 03 more an , Ol' the year from any one contributor Complete columns (a)through (e) and the Iollowmg line entry For organizations completing Part III, enter the total of exclusively religious, charitable, etc , conmbutions of $1,000 or less for the year (EnlerlhlSlnlo once) >$ Use duplicate copies of Part III if additional sge is needed (a) No. Pro'tnl (b) Purpose of gift (c) Use of gift (d) Description of how gift is held ar

(e) Transfer of gift

Transfereets name, address, and ZIP + 4 Relationship of transferor to transferee

(a) No. SOT] (b) Purpose of gift (c) Use of gift (d) Description of how gift is held ar

(e) Transfer of gift

Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee

(a) No. 3ng (b) Purpose of gift (c) Use of gift (d) Description of how gift is held r

(e) Transfer of gift

Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee

(a) No. lgl'aortn' (b) Purpose of gift (c) Use of gift (d) Description of how gift is held r

(e) Transfer of gift

Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee

623454 10 18 16 Schedule B (Form 990, 990-EZ, or 990-PF) (2016)

The Ahmanson Foundation EINI 95-6089998

Statement Attached to and Made Part of the Return of Private Foundation (Form 990-PF) for the Year Ended October 31, 2017

Part VII-B; Questions 1a (4) and 1b;

Kristina M. Farkas is a daughter of Karen A. Hoffman. Ms. Hoffman is a trustee, secretary and managing director (Le, a disqualified person) of The Ahmanson Foundation (ffFoundationf). Consequently, as a result of her relationship With Ms. Hoffman, Ms. Farkas is also a disqualified person of the Foundation. Ms. Farkas also serves as a program associate of the Foundation, earning $70,040 in total compensation. Pursuant to I.R.C. Section 4941(d)(2)(E), the payment of compensation by a private foundation to a disqualified person for the performance of personal servrces which are reasonable and necessary to carry out the exempt purpose of the private foundation shall not be an act of self-dealing if such compensation 18 not excesswe. The Foundation takes the position that Ms. Farkasi personal servrces are reasonable and necessary to carry out the exempt purpose of the Foundation and her compensation is not excessive. THE AHMANSON FOUNDATION 95-6089998

A STATEMENT ATTACHED TO AND MADE PART OF THE RETURN OF PRIVATE FOUNDATION FOR THE YEAR ENDING OCTOBER 31, 2017

FORM 990-PF, PART XV, LINE 3

All contnbutxons made by the Ahmanson Foundation during the year ended October 31, 2017 were to publlc tax-exempt organizations under sections 501(c)(3) and 509(a)(1), 509(a)(2) or 509(a)(3)(B)(1)-(11) or functionally Integrated per 509(a)(3)(B)(i1i) ofthe Internal Revenue Code. THE AHMANSON FOUNDATION 95-6089998

& FORM 990-PF OTHER INCOME STATEMENT 1

(A) (B) (C) REVENUE NET INVEST- ADJUSTED DESCRIPTION PER BOOKS MENT INCOME NET INCOME

SEC LITIGATION SETTL. 2m,n5. 2n,n5 RETURNED GRANTS 531M. 0. FORM K-lz GENESIS L L FORM K-l; WELLINGTON DIH ROUNDING 1. 0.

TOTAL TO FORM 990-PF, PART I, LINE 11 2%,wo. 2m,n5.

FORM 990-PF LEGAL FEES STATEMENT 2