2024-09-13T12:28:22-05:00 2023-10-31 951777440 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990PF 2022-11-01 954078354 THE LOWELL MILKEN FAMILY FOUNDATION LOWE 3105704800 1250 FOURTH STREET 520 SANTA MONICA CA 90401 RICHARD YEE TREASURER 3105704800 2024-09-01 1 1 LIZBETH G NEVAREZ P01399868 3108731600 2024-09-12 2022 2024-08-08 14:25:15Z X 197792062 X 3038329 416139 416139 590553 590553 8750036 12723641 8648740 2654359 2695888 15449416 12351320 56250 0 56250 207757 0 207757 33406 0 33406 54876 0 54876 147200 56980 88320 261812 71479 190333 173694 27231 20638 12494 0 17236 0 17236 206754 2872 203881 1171479 158562 872697 13606550 13606550 14778029 158562 14479247 671387 12192758 68822 85309 85309 6011785 7942782 7942782 8606684 7588100 31552897 125781493 124214176 158048658 203410 40994 0 162416 162416 140468784 139992783 197792062 10000 0 10000 X 140468784 139982783 140468784 139982783 140468784 139992783 140468784 671387 0 141140171 1157388 139982783 SALE OF PUBLICLY TRADED SECURITIES 2022-11-01 2023-10-31 10658343 3901094 6757249 6757249 ACT ONE VENTURES LP P 2022-11-01 2023-10-31 24390 -24390 -24390 AIF VII (AIV), LP P 2022-11-01 2023-10-31 1241 1241 1241 AIF VII (EURO AIV), LP P 2022-11-01 2023-10-31 275 275 275 AIF VII (LS AIV), LP P 2022-11-01 2023-10-31 83 -83 -83 APOLLO CO-INVESTORS VIII (E), LP P 2022-11-01 2023-10-31 3946 3946 3946 APOLLO CO-INVESTORS VIII (EH-E), LP P 2022-11-01 2023-10-31 17058 17058 17058 APOLLO INVESTMENT FUND V, LP P 2022-11-01 2023-10-31 859 859 859 APOLLO INVESTMENT FUND VI, LP P 2022-11-01 2023-10-31 582 582 582 APOLLO INVESTMENT FUND VII,LP P 2022-11-01 2023-10-31 1772 1772 1772 CM-NP LLC P 2022-11-01 2023-10-31 15423 76495 -61072 -61072 GREEN EQUITY INVESTORS SIDE VII, LP P 2022-11-01 2023-10-31 346256 13473 332783 332783 MARCH CAPITAL OPPORTUNITY FUND, LP P 2022-11-01 2023-10-31 47271 47271 47271 MARCH CAPITAL PARTNERS FUND I, LP P 2022-11-01 2023-10-31 54654 54654 54654 MIDOCEAN PARTNERS III-A, LP P 2022-11-01 2023-10-31 345263 345263 345263 MIDOCEAN WOODBOLT INVESTMENT PARTNERS, LP P 2022-11-01 2023-10-31 513298 513298 513298 NP1 LLC P 2022-11-01 2023-10-31 662506 12220 650286 650286 NSE CARAMEL LLC P 2022-11-01 2023-10-31 32080 -32080 -32080 NSE PEANUT LLC P 2022-11-01 2023-10-31 15066 -15066 -15066 RANGER INVESTMENT MASTER FUND, LP P 2022-11-01 2023-10-31 49465 49465 49465 SHELTER VENTURE FUND, LP P 2022-11-01 2023-10-31 5429 5429 5429 8648740 169479 0 169479 0 169479 201532 0 0 0 201532 0 32053 32053 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA AZ CT FL IL MD NC NY 1 0 0 0 1 1 WWW.LOWELLMILKEN.ORG RICHARD YEE 3105704800 1250 FOURTH ST SUITE 520 SANTA MONICA CA 90401 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SARAH HAUFRECT 1250 FOURTH ST 4TH FLOOR SANTA MONICA CA 90401 VP PROGRAMS & COMMUNICATIONS 40.00 56250 8812 0 LOWELL MILKEN 1250 FOURTH ST 6TH FLOOR SANTA MONICA CA 90401 PRESIDENT, DIRECTOR 35.00 0 0 0 RYAN MILKEN 1250 FOURTH ST 6TH FLOOR SANTA MONICA CA 90401 EXECUTIVE VICE PRESIDENT, DIRECTOR 30.00 0 0 0 DAVID MILKEN 1250 FOURTH ST 6TH FLOOR SANTA MONICA CA 90401 VICE PRESIDENT, DIRECTOR 10.00 0 0 0 JEREMY MILKEN 1250 FOURTH ST 6TH FLOOR SANTA MONICA CA 90401 VICE PRESIDENT, DIRECTOR 10.00 0 0 0 JEFF GREEN 1250 FOURTH ST 5TH FLOOR SANTA MONICA CA 90401 ASSISTANT SECRETARY, DIRECTOR 10.00 0 0 0 LANETTA WAHLGREN 1250 FOURTH ST 6TH FLOOR SANTA MONICA CA 90401 DIRECTOR 10.00 0 0 0 STAN MARON 1250 FOURTH ST 5TH FLOOR SANTA MONICA CA 90401 DIRECTOR 10.00 0 0 0 RICHARD YEE 1250 FOURTH ST 5TH FLOOR SANTA MONICA CA 90401 TREASURER & SECRETARY 15.00 0 0 0 ANTONIETTE GUGLIELMO 1250 FOURTH ST 4TH FLOOR SANTA MONICA CA 90401 DIR. EXHIBITIONS & A 40.00 124423 15816 0 MICHAEL KAY 1250 FOURTH ST 4TH FLOOR SANTA MONICA CA 90401 COMMUNICATIONS & MED 40.00 83333 17498 0 0 MILKEN FAMILY FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 ACCOUNTING SERVICES 110000 LOYAL DESIGN 11815 ROSE AVENUE LOS ANGELES CA 90066 WEBSITE CONSULTING 85750 WILSON DELANG CONSTRUCTION GROUP 27905 SMYTH DRIVE VALENCIA CA 91355 TENANT IMPROVEMENT - CONSTRUCTION 78102 SARAH HAUFRECT 2224 FOX HILLS DR 201 LOS ANGELES CA 90064 CONSULTING 52500 0 0 33911673 10137513 158048658 202097844 0 0 202097844 3031468 199066376 9953319 9953319 169479 8544 178023 9775296 0 9775296 0 9775296 14479247 0 14479247 9775296 0 0 255408 94421 1281387 1631216 14479247 0 0 0 9775296 4703951 0 0 6335167 0 0 0 0 0 6000000 0 335167 335167 LOWELL MILKEN X UCLA FOUNDATION - SCHOOL OF LAW 385 CHARLES E YOUNG DR E 2332 LOS ANGELES CA 900951476 PC HIGHER ED & RESEARCH INST. & PROGS 4975000 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD 1200 JENKINTOWN PA 19046 PC COMMUNITY CENTERS & PROGRAMS 1250000 AMERICAN FRIENDS OF ARIEL 7870 LAGO DEL MAR 123 BOCA RATON FL 33433 PC HIGHER ED & RESEARCH INST. & PROGS 1050000 STEPHEN WISE TEMPLE 15500 STEPHEN S WISE DR LOS ANGELES CA 90077 PC PRESCHOOL - 12TH GRADE PROGRAMS 1022000 NAMI WESTSIDE LOS ANGELES 921 WESTWOOD BLVD 236 LOS ANGELES CA 90024 PC HUMAN SERVICE PROGRAMS 815000 ART CENTER COLLEGE OF DESIGN 1700 LIDA ST PASADENA CA 91103 PC HIGHER ED & RESEARCH INST. & PROGS 600000 JERUSALEM CENTER FOR PUBLIC AFFAIRS 461 CENTRAL AVENUE CEDARHURST NY 11516 PC HIGHER ED & RESEARCH INST. & PROGS 500000 UCLA FOUNDATION - SCHOOL OF MUSIC 445 CHARLES E YOUNG DRIVE EAST 2520 SCHOENBERG MUSIC BLDG LOS ANGELES CA 90095 PC HIGHER ED & RESEARCH INST. & PROGS 425000 ZOA 633 THIRD AVE 31 B NEW YORK NY 10017 PC COMMUNITY CENTERS & PROGRAMS 400000 JEWISH NEWS SYNDICATE 9450 SW GEMINI DR PMB 38958 BEAVERTON OR 970087105 PC COMMUNITY CENTERS & PROGRAMS 350000 THE LAWFARE PROJECT 633 THIRD AVE 21ST FLOOR NEW YORK NY 10017 PC COMMUNITY CENTERS & PROGRAMS 300000 LOWELL MILKEN CENTER FOR UNSUNG HEROES 1 SOUTH MAIN ST FORT SCOTT KS 66701 PC COMMUNITY CENTERS & PROGRAMS 250000 NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING 7333 E DOUBLETREE RANCH ROAD 250 SCOTTSDALE AZ 85258 PC PRESCHOOL - 12TH GRADE PROGRAMS 225000 ISRAEL GLOBAL INITIATIVE FUND 7234 N GREEN BAY RD 203 GLENDALE WI 53209 PC PRESCHOOL - 12TH GRADE PROGRAMS 200000 PROSTATE CANCER FOUNDATION 1250 FOURTH ST 360 SANTA MONICA CA 90401 PC PROSTATE CANCER RESEARCH 101000 ANIMAS HIGH SCHOOL PO BOX 3496 DURANGO CO 81302 PC PRESCHOOL - 12TH GRADE PROGRAMS 100000 CONNECT ISRAEL 10445 WILSHIRE BLVD 402 LOS ANGELES CA 90024 PC COMMUNITY CENTERS & PROGRAMS 100000 ISRAEL DEFENSE AND SECURITY FORUM 2444 MADISON AVE 348 NEW YORK NY 10016 PC COMMUNITY CENTERS & PROGRAMS 100000 JEWISH FEDERATION 6505 WILSHIRE BLVD LOS ANGELES CA 90048 PC COMMUNITY CENTERS & PROGRAMS 100000 MICHAEL J FOX FOUNDATION 111 W 33RD ST 10TH FLOOR NEW YORK NY 10120 PC GENERAL RESEARCH 100000 MILKEN COMMUNITY SCHOOL 15800 ZELDINS WAY AT MULHOLLAND DR LOS ANGELES CA 90049 PC PRESCHOOL - 12TH GRADE PROGRAMS 100000 PARKINSONS FOUNDATION 200 SE 1ST ST 800 MIAMI FL 33131 PC GENERAL RESEARCH 100000 THE UCLA FOUNDATION 10889 WILSHIRE BLVD 1000 LOS ANGELES CA 90095 PC GENERAL RESEARCH 100000 AMERICAN PARKINSON DISEASE ASSOCIATION 135 PARKINSON AVENUE STATEN ISLAND NY 10305 PC GENERAL RESEARCH 50000 ARIEL UNIVERSITY FOUNDATION 1500 WASHINGTON ST APT 11 R HOBOKEN NJ 07030 PC HIGHER ED & RESEARCH INST. & PROGS 50000 FRIENDS OF UNITED HATZALAH 442 5TH AVENUE 1866 NEW YORK NY 10018 PC COMMUNITY CENTERS & PROGRAMS 50000 UCLA - GERIATRIC MEDICINE 10889 WILSHIRE BLVD 1000 LOS ANGELES CA 90024 PC GENERAL RESEARCH 50000 VARIETY CHILDRENS CHARITIES OF THE DESERT TENT 66 42600 COOK ST 150 PALM DESERT CA 92211 PC COMMUNITY CENTERS & PROGRAMS 30000 FRIENDS OF THE CULTURAL CENTER - MCCALLUM THEATRE 73000 FRED WARING DR PALM DESERT CA 92260 PC CULTURAL, LIBRARIES & MUSEUMS 25000 CONGREGATION HAR SHALOM PO BOX 9199 DURANGO CO 81302 PC COMMUNITY CENTERS & PROGRAMS 18000 MEMRI 1411 K ST NW 11TH FLOOR WASHINGTON DC 20005 PC COMMUNITY CENTERS & PROGRAMS 15000 THE HELP GROUP 13130 BURBANK BLVD SHERMAN OAKS CA 91401 PC HEALTH CARE 15000 BEIT T'SHUVAH 8831 VENICE BLVD LOS ANGELES CA 90034 PC HUMAN SERVICE PROGRAMS 10000 CITY YEAR INC 606 S OLIVE ST 2ND FLOOR LOS ANGELES CA 90014 PC PRESCHOOL - 12TH GRADE PROGRAMS 10000 BRENT SHAPIRO FOUNDATION FOR DRUG AWARENESS 10250 CONSTELLATION BLVD 19TH FLOOR LOS ANGELES CA 90067 PC HUMAN SERVICE PROGRAMS 5000 RONALD REAGAN PRESIDENTIAL FOUNDATION 40 PRESIDENTIAL DR 200 SIMI VALLEY CA 930650600 PC CULTURAL, LIBRARIES & MUSEUMS 5000 WOUNDED WARRIOR PROJECT PO BOX 758514 TOPEKA KS 666758514 PC HUMAN SERVICE PROGRAMS 5000 JDRF INTERNATIONAL 1391 WARNER AVE SUITE D TUSTIN CA 92780 PC GENERAL RESEARCH 2500 WASHOE K-12 EDUCATION FOUNDATION 316 CALIFORNIA AVE PO BOX 660 RENO NV 89509 PC PRESCHOOL - 12TH GRADE PROGRAMS 1050 BOYS TOWN 200 FLANAGAN BLVD BOYS TOWN NE 680109988 PC HUMAN SERVICE PROGRAMS 1000 LEUKEMIA & LYMPHOMA SOCIETY INC 3 INTERNATIONAL DRIVE RYE BROOK NY 10573 PC HEALTH CARE 1000 13606550 UCLA FOUNDATION - SCHOOL OF LAW 385 CHARLES E YOUNG DR EAST 2332 LOS ANGELES CA 900951476 PC HIGHER ED & RESEARCH INST. & PROGS 6050000 STEPHEN WISE TEMPLE 15500 STEPHEN S WISE DR LOS ANGELES CA 90077 PC PRESCHOOL - 12TH GRADE PROGRAMS 974000 UCLA FOUNDATION - SCHOOL OF MUSIC 445 CHARLES E YOUNG DRIVE EAST 2520 SCHOENBERG MUSIC BLDG LOS ANGELES CA 90095 PC HIGHER ED & RESEARCH INST. & PROGS 425000 ART CENTER COLLEGE OF DESIGN 1700 LIDA ST PASADENA CA 91103 PC HIGHER ED & RESEARCH INST. & PROGS 400000 PROSTATE CANCER FOUNDATION 1250 FOURTH ST 360 SANTA MONICA CA 90401 PC PROSTATE CANCER RESEARCH 200000 ACADEMIC EXCHANGE 8383 WILSHIRE BLVD 400 BEVERLY HILLS CA 90211 PC HIGHER ED & RESEARCH INST. & PROGS 100000 ARIEL UNIVERSITY FOUNDATION 1500 WASHINGTON ST APT 11 R HOBOKEN NJ 07030 PC HIGHER ED & RESEARCH INST. & PROGS 50000 8199000 14 416139 14 590553 14 2654359 18 8750036 0 12411087 0 12411087 0 0 0 0 0 0 0 0 0 0 X X 1 BAYSIDE PARTNERS LLC 1250 4TH STREET 5TH FLOOR SANTA MONICA CA 90401 1896457 X 2 CREEKSIDE TRUST 1250 4TH STREET 5TH FLOOR SANTA MONICA CA 90401 600000 X 3 LS 2002 ALM TRUST 1250 4TH STREET 5TH FLOOR SANTA MONICA CA 90401 420894 X 4 ELMVIEW FINANCIAL LLC 1250 4TH STREET 5TH FLOOR SANTA MONICA CA 90401 120978 X 1 DONATED STOCK 1896457 2022-12-27 3 CASH DONATION OF $400,000 & STOCK DONATION OF $20,894 420894 2022-12-15 4 DONATED STOCK 120978 2022-12-19 ACCOUNTING 147200 56980 88320 ELECTION TO TREAT AS A CONDUIT FOUNDATION FORM 990-PF, PART XIII, LINE 7 PURSUANT TO IRC 170(B)(1)(F) AND REG. 1.170A9(H)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO BE TREATED AS A "CONDUIT" FOUNDATION FOR THE 2022 TAX YEAR. THE FOLLOWING ARE DISTRIBUTIONS MADE OUT OF CORPUS PURSUANT TO IRC 4942(H):TAX YEAR:2022AMOUNT:$6,000,000 DOMESTIC CORPORATE STOCKS 3285016 22772300 FOREIGN STOCK 4303084 8780597 ACT ONE VENTURES LP FMV 1239395 5082965 ACT ONE VENTURES II, L.P. FMV 755860 1515271 ACT ONE VENTURES III, L.P. FMV 170337 152011 APOLLO INVESTMENT FUND IV, L.P. FMV 2749 1574 APOLLO INVESTMENT FUND V, L.P. FMV 93483 8469 APOLLO INVESTMENT FUND VI, L.P. FMV 493728 70755 APOLLO INVESTMENT FUND VII, L.P. FMV 17577 5459 APOLLO INVESTMENT FUND VIII, L.P. FMV 582382 659287 BRYN PHARMA LLC FMV 491488 491488 CANYON LAUREL INVESTMENT FUND II-B, LP FMV 1023103 1152265 CM-NP, LLC FMV 66620658 80951745 GREEN EQUITY INVESTMENT VII FMV 958929 2280506 LNSP. LLC (FCI II) FMV 1150662 1792356 MARCH CAPITAL PARTNERS I, L.P. FMV 704270 2695409 MIDOCEAN PARTNERS III-A, L.P. FMV 17481 12390 NP1,LLC FMV 28284022 35123287 NSE CARAMEL LLC FMV 2202150 2476521 NSE GULL LLC FMV 1377032 1422564 NSE LEMON LLC FMV 9595568 13201494 NSE PEANUT LLC FMV 717125 620917 RANGER SMALL CAP FUND, L.P. FMV 6226555 6013709 RFG-HAZEL LLC FMV 1004887 1004139 RFG-NP, LLC FMV 410482 1291278 SHELTER VENTURE FUND, LP FMV 74199 13343 WOODBOLT MANAGEMENT LLC FMV 54 9456 FURNITURE & FIXTURES 203410 40994 162416 162416 LEGAL 54876 0 54876 DIFFERENCE BETWEEN TAX AND ACCOUNTING BASIS OF CONTRIBUTED ASSETS 1157388 WEBSITE 108250 0 108250 SUPPLIES 45772 0 45772 VIDEO 16974 0 16974 EQUIPMENT RENTAL 7619 0 7619 PUBLIC RELATIONS 5900 0 5900 HONORARIUM 5750 0 5750 DUES & SUBSCRIPTIONS 4812 0 4812 TEMPORARY HELP 3980 0 3980 POSTAGE/MESSENGER 3376 0 3376 BANK CHARGES 3192 2872 319 REPAIRS & MAINTENANCE - EQUIPMENT 436 0 436 PAYROLL PROCESSING FEES 409 0 409 EMPLOYMENT/RECRUITING 142 0 142 TELEPHONE 120 0 120 TAX & LICENSE FEES 22 0 22 ACT ONE VENTURES LP 1263785 1263785 1263785 ACT ONE VENTURES II LP -26342 -26342 -26342 ACT ONE VENTURES III LP -29663 -29663 -29663 AIF VII (AIV) LP 352 0 352 AIF VII (EURO AIV) LP 767 767 767 AIF VII EURO HOLDINGS, LP -1 -1 -1 APOLLO CO-INVESTORS VIII (E) LP 22239 22239 22239 APOLLO CO-INVESTORS VIII (EH-E) LP 1422 1422 1422 APOLLO INVESTMENT FUND IV, LP 1333 1333 1333 APOLLO INVESTMENT FUND V, LP -140 -140 -140 APOLLO INVESTMENT FUND VI, LP -1269 -1269 -1269 APOLLO INVESTMENT FUND VII,LP -134 -134 -134 BRYN PHARMA LLC -8512 -8512 -8512 CANYON LAUREL INVESTMENT FUND II (B) LP 63850 63850 63850 CM-NP LLC 1291023 1325188 1291023 GREEN EQUITY INVESTORS SIDE VII, LP -20731 -14058 -20731 LSNP (FCI II) 13620 13620 13620 MARCH CAPITAL OPPORTUNITY FUND LP -14846 -14846 -14846 MARCH CAPITAL PARTNERS FUND I LP 42308 42308 42308 MIDOCEAN PARTNERS III A, LP -238431 -238431 -238431 NP1 LLC 362580 363580 362580 NSE CARAMEL LLC -31185 -31185 -31185 NSE GULL LLC -5377 -5377 -5377 NSE LEMON LLC -2022 -2022 -2022 NSE PEANUT LLC -2324 -2281 -2324 RANGER INVESTMENT MASTER FUND, LP FKA RANGER SMALL CAP FUND LP -25446 -25446 -25446 RFG-HAZEL LLC -1401 -1401 -1401 RFG-NP LLC -262 -262 -262 SHELTER VENTURE FUND, LP -834 -834 -834 CONSULTING 166031 0 166031 OTHER PROFESSIONAL FEES 24302 0 24302 INVESTMENT ADVISORY FEES 71479 71479 0 FEDERAL EXCISE TAX 125000 0 0 FOREIGN TAXES 27231 27231 0 PAYROLL TAX 20638 0 20638 FILING FEES 825 0 0