treatedasa private foundation 2005990s.foundationcenter.org/990pf_pdf_archive/136/... · form...

Form 990-PF Return of Private Foundation• or Section 4947(a)(1) Nonexempt Charitable Trust

Treated as a Private Foundation

OMB No 1545-0052

2005Department of the Treasury Note : The organization may be able to use a copy of this return to satfsly stateInternal Revenue Service reporting requirements

For calendar year 2005 , or tax Xear b innin 10/01 ,2005,andending 9 /30 , 2006G Check all that aDDly' Initial return Final return Amended return Address chance Name chance

Use the A Employer Identification number

IRS label. THE G & R LOEB FOUNDATION , INC. 13 - 6121546otherwise , 110 WESTWOOD PLAZA F412 B Telephone number (see instructions )

printor type . LOS ANGELES, CA 90095-1481 310-206-2224

See Specific C If exemption application is pending check hereInstructions

,.

D 1 Foreign organizations , check here

H Check type of organization : Section 501 (c)(3 exempt private foundation 2 Foreign organizations meeting the 85% test, checkSection 4947 (a)( 1 ) nonexempt charitable trust Other taxable private foundation here and attach computation so El

Fair market value of all assets at end of year J Accounting method : Cash X Accrual E If private foundation status was terminatedunder section 507( b)(1 )(A) check here

(from Part ll, column (c), line 16) Oth f,

y) _ _ _ _ _ _ _ _ _ _ _ _ _er (speci F If the foundation is in a 60 - month termination- $ 412 574. (Part 1, column (d) must be on cash basis under section 507 ( b)(1)(B , check here

,Set'1"H^ Ana lysis of Revenue an (a) Revenue and (b) Net investment (c) Adjusted net (d) DisbursementsExpenses (The total of amounts in expenses per books income income for charitablecolumns (b), (c), and (d) may not neces - purposessarily equal the amounts In column (a) (cash basis only)(see instructions)1 Contributions , gifts, grants , etc, received (att sch) 11 050 .

.. c .s xaaxx ax a,sxx^cxxx

.xXxxxxXxxxXX7Gxxxxxxxxxxxxxsaxxa.xxa xx :r.lvsr..-rfxxxXXXxxxxxXXxxX:: E:SxX

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2 Ck if the foundn is not req to aft Sch BixiExXxx fXXxxXxXXXXxXxx'ksl}:xxxxxxxxxxxs:xxxxxx

'xxXXXXXXxxxxxXXXXxxxx:exxxxxxxxxx:sxx xxxxxx

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nteres on savings and temporary3 'XXXXXx^S }':,"x+4:S:: Y.. X}^?.4

cash investments 9 , 633. 9 , 633 . X xx:. ,:Xf : _'• x ::r

4 D,i I e ds a ter rom securities 4 , 154. 4 , 154. xxh " "^̂ âj^-. rr,''^t,eljt x:ti'1'Xx :tixxx}.xn

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or oss C^xx f ja'r̀, iSx"x: x s9i ss' icxixxxxxxxxxxxXrxxxxxxxx

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.x a s:ii S •. r({ec . - e':::s :iì S . ;s":

R q o sets not on line 10inf( I6a,,-tJ L a(^r p

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C .3:F, EYYtr' 'I'E r.xxn xx xxxx

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I_rs dncd -a`6 223, 408.k}assets on line 6a

xxXx '+xx°xxx°xxx°u u xB.:O xXxxxxxXxxxx^ xxxXxxx tx xuxxxxxMX ;X::. ^wx u .. .s;:^ ^ .:,'ANZ ',

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V 7 Capital gain net income (f frl Part IV, brie 2)xx xx xxx xx X Xxxxkxxxxxxxwxecxxxxxxxlaao 14 761.

{ . xx1lCx Xx ;: Y. xxxxXX,+2txx 'Rxxxxxxxksxx.... . .... xrk .

: 1G;S.k`; .ix.`.:•.a K. %'.: , '::xxxxxn ::^. s xx :s:; x xx

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..............M xxxxxxx xxxxxxxxxxxXx^xxx 3C%%7C7C%7Cx%7CX7C -

xXxx rxs::wxxxx r: xs:.o-::x{x%XS :xxxfi .} Y?x.`:X?7GXx

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I xxxx5;xxxxY.xxxxxxxkXxxixxlCxxxxxxxxxxXxxxxxxx

xxx7ixxxXXxXxxxxxxxxxxxxxXxxxxxxxxxxxXxxXxx

xXxxx^C::xxxxhxXkXtXXx:CE:xxXxxxXxxk'4XYx}'xxxY.:+XX

E 10a Gross sales lessreturns and

ixXS•xXx7F :L CY.%XSCxx^CY,}G- xxxx .'S. XXxx ixxxx' Xx Xx xxx :: ^:Xxxxxx :' '• wxx;Cxxxx7i7C% 7C1C%XxYX^C7SxJF % tC i: xXxxxxxxxxxxXxXxxxxXX:xxxxxxxxXxxo-: Xxxxxxx}::«'

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d.1'.:xxxxxx :Y.Xxxxx.'9x },; xxx 'x.-'rsxxxxX :: XXXxgX'r; X'f-Xx::?::i.x

Z:.XXX^:^C;L:?tRxxY.^:Xx:. S;','-'•, .:,

"; Xx",7{'XYbt ••,' ' 'a owances ixXx. .., -_ Y.XXXl SXxxtxxx xXXxxxxxxkxxY.:txxlxxx {x iJ.xxSxX .C^. } x x 5x?:h x f.:. >.YY. • .

b Less : Cost of dXXkiX xxxx7 x:C:C7CY.YXxXXXXXXXxxxxxxx XxXXXX

7xxxxxxX7 Xx'iSxxRXxxxX %.xxxrixXXxXX%xiCSik :CXxXXXxx

Y.x YS:X%X Cx:..4t'X4XXXXXixx3xxxXXtixac ':.;tx}.Xr:::xX

• •'%xxh?a %Yr'.kSi,x"Y N,X3:%3':C"xh

goods sold'{ X{xxxxxxxxxxxxxxxxxxxxx

xxR:{Xx;cS:xxXXRx .aXxxxxx:xx fxxxxxxxxxxxxxxxxxx'xxXxxXX % xXxxx}:XxXXxxXx

iXxxxxxXX CXS % GxXXS:R:.xX{ xxxxiCX%xX%xXx:4XxF =. T'kx

XXn X, :x XXSxO .:'rbF ix ihh)'Lc`x' k XXSGXS:s•+:<N a':':{X`•} {?'Y• .

c Gross profit/(loss ) ( att.sch ) xat xxxxxXXxxxxxxxxxRR 7Cx5C $XtCxYSi%xXk X? ii::Xk7cY]e

11 Other income (attach schedule) ;xxxX X 7SaxXxxxx YM_..M13Lx]LXh

See Statement 1 68 , 875. x xxxXXxXxx `''' xxx ""xxxX X%xXxxxxx; :;: ii k 3G 'f i e4 }L X

'12 Total . Add lines 1 through 11 211 473. 28 , 548. 0 . x`°xxxxY"xxxxâh'`"X"x i `

. _x x x_ X X kxkxxxh _%: 4'.• y, ::_'X Y. x'^t 1,

13 Compensation of officers , directors , trustees, etc 0.

14 Other employee salaries and wages

15 Pension plans , employee benefitsA

M D 16a Legal fees (attach schedule)

M b Accounting fees (attach sch) See St 2 4, 509. 451. 4,058.o I c Other prof fees ( attach sch) See St 3 25 , 860. 25 , 528.E sE T 17 Interest.

R 18 Taxes (attach schedule ) . See Stmt 4 231.T T

^19 Depreciation (attach schedule) and depletion 1XxxY,}:};x,}_ _XXxx }i Xx3['rx

s•xxY 5' x,L'XS'Kxx '•`•" YXS«..X::I IN v 20 Occupancy

__

G E 21 Travel , conferences, and meetings 25 , 192. 25 , 192.A E 22 Printing and publications 15 , 508. 15 , 508.D p 23 Other expenses (attach schedule)

EN See Statement 5 160,407. 160,407.E 24 Total operating and administratives expenses . Add lines 13 through 23.. 231 707 . 451. 230 , 693.

25 Contributions, gifts, grants paid Part XV 25 , 000. xxX:G}CXXY, xXxxx-NO.MUxxti..

{xxwtixXXY.%7CkYxxxXxXSCXX::..rwx'v+rvvV vv'.•x•r 25 000 .

26 Total expenses and disbursements.Add lines 24 and 25 256 707. 451. 0. 255 , 693.

27 Subtract line 26 from line 12: 'ivvvXXXvv }' ''r rvV'xk: X'v x.:x::XX%X%gxxxY. xxts'X :f {XXN'C!CY_3x xiS" CSC X StiX.4 " '"4•• s^" x: .,k K'>: ti%'

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a Excess of revenue over expensesu'vx ue v_v'v'v . i ' r ' }rx.t+i7CxY,::xS:%x::%x,^xxxxxx

YXxXXY.'•xxxxxtiXXxxxxk %xxxxxIMIXXx 6xxxxxx

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x x7 xxxx%i:xx'"::xX Ck ';hx

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d d - 45 234 x xxx ` X X XXK"

# xx x x x ^ x {X.;;'X

` .v ^ ;.Xan isbursements . , . . X ' • ^.;b Net investment Income (if negative , enter -0•)

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C Adjusted net Income (if negative , enter -0• )xxxxxxxro:xY.xxxxxxxXxx+XxXx CxYF tvX2 CXX}YXXY

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BAA For Privacy Act and Paperwork Reduction Act Notice , see the instructions. TEEA0503L 09119/05 Form 990-PF (2005)

Form 990-PF (2005) THE G & R LOEB FOUNDATION. INC. 13-6121546 Par 2Attached schedules and amounts in the descnpbon

FP____] l nBeginning of year End of year

ce Sheets column should be for end-of - year amounts only.Ba a(See instructions (a) Book Value (b) Book Value (c) Fair Market Value

1 Cash - non-Interest-bearing. 55 , 525. 55 , 525.2 Savings and temporary cash investments

3 Accounts receivable XXXXxX%%XXX%X%XXXXXX%5yxx ^ x xx %XfXx^ xxxxx^ X7S%%XX%X%x%%7S %7C7C%7iS{XXXxxxxx xxX%Xx%x cxx x%. 'XX%%X%XX5C4X:iY%%%XX:SY.:SX:X ^xx^ x Yxkx^ fx x:.Less: allowance for doubtful accounts b_ _ _ _ _ _ _ _ _

4 Pledges receivable _ _ _ _ _ _ _ _ _ _XXX%%% %x%X%%XXX XX%% Si

axyvvvVY;^ vYwIM 11 xv;Y.XXx%%XxX%^SX%XY.%%.

xvxmYV^vvY^vvvv v YV •%XXxXX%Y.%YXXX%XX

kY.7

;:;Y. 'X

YV vY^^ a

Less- allowance for doubtful accounts- ---------

5 Grants receivable .

6 Receivables due from officers, directors , trustees , and otherdisqualified persons (attach schedule) (see instructions) .

7 Other notes and loans receivable (attach sch)OCX%%%X%XXX7:X%%XX;i%SCXXiEXXX ..}' XXxXX7 FX C Ci kx%7f X:

XXX9%:: ^CS;.::t :{X%7CXX7CXY+i`.>XXXSSX%7{X7fX^C '{%^ e;;XX LG7{X

•X%XkXX"X}j':,::•:5':;••.:X: c 7.%XXX%X? }:'} Y:"i is5".: y 7 ,`

Less: allowance for doubtful accountss

s----------

8 Inventories for sale or use ...... . .....

e 9 Prepaid expenses and deferred charges . .... .

S 10a Investments - U.S. and state governmentobligations (attach schedule) .. SEE . STMT 1.2. 149, 990. 95,064. 95 , 064.

b Investments - corporate stock (attach schedule)SEE STMT 1.2.. 265, 646. 181, 457. 181,457.c Investments - corporate bonds (attach schedule)SEE STMT 1.2 21,541. 20, 945. 20,945.

11 Investments - land buildings and i%XY.XXXXXXX {} kXX%X%%%XP:7C}i%XXXXxX {X i .%XX%%X:•,X:

%Xt{XXX%: XX%X:' .< CX:e SXXYX7CX% 5:% { d >[^> 7CX GXJ 4:^:

'h:f GX::YY.r"'t'+, y >,},F X7 ? '7X' :i CX ' ; :, ,

equipment: basis %X x%} %}%XXXXY %x XX%

X i i: .XkK%X%x}(%%%RXXSR^%7

...: - ,.f X:.

53:.^.CX

.d Yn Y}. s\:Ln. X_ _ _ _ _ _ { 5{ 7 CSCS S C X {5 i5C5C X } C ) Y

Less: accumulated depreciation(attach schedule ) - _ _ _ _ _ - _ _ _

12 Investments - mortgage loans .. . . .. .

13 Investments - other (attach schedule)..... ... ...

and equipment: basis14 Land buildings {%X}E%Y.X%%X%XXX%%XXXXXX} X%%XX%%X%X%X}:%XXXX%%XX Y.%."^"XXXS .{^.i5:i'/ L%,E#:-+xG'{',, x%%X%XX%XXX%>:X.iXXXXYm X iX%^ { XX.:rr .X^} •

Less: accumulated depreciation(attach schedule) _ _ _ _ _

15 Other assets (describe See Statement 6 ) 18,749. 59,583. 59,583.-----------------

16 Total assets (to be completed by all filers -see instructions. Also, see page 1, item I 455, 926. 412, 574. 412, 574.

L 17 Accounts payable and accrued expenses .... 400. 11,106. 1% ;-;•r 18 Grants payable

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a

bi

19 Deferred revenue .. . .... . .. .. ..... . ... ...:XY%%xXxXXXXX%Xx%Y%XX%X:%7GX%:CXxkX %%XXXxX%XXXX%.XXXXx xXXXXXXXxX%%XX X%XXXx %x:iX: XXXXkXX:i:'XX XX •XX% iXXxX X%.:x%X%

120 Loans from officers, directors, trustees , & other disqualified persons .

,XXXXX ^n^ XXX::X YXXXXR

i 21 Mortgages and other notes payable (attach schedule) x*xxYXxxx%hht

22 Other liabilities (describe ► )_ _ _ _ _ _ _ _ _ _ _ _ _

15 18 6 .

XXX%{X%XX%^ XXXXXXi.: nXY.} %XX% {XXY.%%XX X%X.:ti7:

e

23 Total liabilities (add lines 17 throu h 22) 15 586 11 106

.%::'1'.XXS{.^:%X^. Y.:::::X !3. X:1'.^•.^X

XY.XXXX:::S %X.^s7StEX:: Y-Y, s.'.`.X:'X

s g . , .Organizations that follow SFAS 117 , check here . ► Xand complete lines 24 through 26 and lines 30 and 31.

.t i' •

N F 24 Unrestricted 440, 340. 401, 468 .

VX3P:i•t:fs;',^. r.i:::XP::CY,XYX :;:,:':f7.%r.

Nam7 XXK$GXC }{Cr'S#G fhii?XSCRY.X:SYX

.Xa%X X h XA^SXX X%k YX}:XXXJCe u

t n 25 Temporarily restricted .X%XXXXl::::i:XXXXXXX i kXX> 7 X .,°,':•'X%

d 26 Permanently restricted' X 7G %7:XXX 7SX f.:Y:i:.:Y X }. X:: X:CX. %XXX X$XXXXXX+CXX X SEXXn;XXxXXxX%%XXXXXXX%XXXXXxXA xXXXXXX >:X,SXXXx%%XXYX

'$ B

Organizations that do not follow SFAS 117, check here O SKXXk7C -tk'iX i x: ,' xxx` ' ^

and complete lines 27 through 31. r: :CY.XX% @:%X%^: k 4vYY?^{XXY. xxM1S;:xxf;,s ae

k l,X:{XX% XXXx YxX>:%.:. }'X

trust principal, or current funds27 Capital stock %X%XXXXhxXXx:1xXX :XX.:>:%t a

s n

,

28 Paid-in or capital surplus, or land , building, and equipment fund:7XCStSRx%iXCX%X%SEX .̂Xii+'%k RSXCY:%

'7i9.`}: X,7C7£XY.'15C.`.'A 1X X:. Y.r.A}'t^XC

o e 29 Retained earnin g s, accumulated income, endowment, or other funds ...XY,h%>•XX%Xi4M.a +{:ciis:7.?:?` :r-Xr°% Xr:Xx'•; ^'}w -_:> in°:'',X

r s 30 Total net assets or fund balances (see instructions) 440 , 340. 401 , 468. XXXX7:Y)CY.?X^ %, 7CiC% .C.`t'> .GXl.XY.Xr: X:SXi.- YY.

31 Total liabilities and net assets/fund balances 'rXX%X%XSxXX.udf7CX.•..+5`X ^'SPCXxXXXXXXXXXXxY^n {XXY X^(see instructions) ... 455, 926. 412, 574. ixF mmP .........

part.!! -.} 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 withend-of-year figure reported on prior year's return) .... . ..... .... .... .. 1 440, 340.

2 Enter amount from Part I, line 27a ..... .. . ... .... .. . . 2 -45,234.

3 Other increases not included in line 2 ( itemize) .. See Statement-7 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 3 6,362.

4 Add lines 1, 2, and 3 . . . .... 4 401, 468.

5 __________ _____Decreases not included in line 2 (itemize) 10- 5

6

__________ _

Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b) , llne 30 ... 6 401,468.

BAA TEEA03o2L o9n9ro5 Form 990-PF (2005)

Form 990.,'F (2005) THE G & R LOEB FOUNDATION INC. 13-6121546 P:.a"rtIM Capital Gains and Losses for Tax on Investment Income

Ca) List aAd describe the kind(s) of property sold (e .g., real estate ,2-story brick warehouse; or common stock, 200 shares MLC Company)

(b) How acquiredP - PurchaseD - Donation

c Date acquired(month, day, year)

(d) Date sold(month, day, year)

1a See Statement 13 P Various Variousb

c

d

e

(e) Gross sales price (f) Depreciation allowed(or allowable)

(g) Cost or other basisplus expense of sale

(h) Gain or (loss)(e) plus (f) minus (g)

a 223 408. 208 647. 14 , 761.b

c

d

e

Comp lete onl y for assets showin gain in column and owned by the foundation on 12/31 /69 (I) Gains (Column (h)(i) Fair Market Value

as of 12/31/69(j) Adjusted basisas of 12/31/69

(k) Excess of column (i)over column 0), if any

gain minus column (k), but not lessthan -0-) or Losses (from column (h))

a 14 , 761.b

cd

2 Capital gain net income or (net capital loss). If gain, also enter in Part I, line 7If (loss), enter -0- in Part I, line 7 2 14 , 761.

3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):

If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0.inPartl,line8 . . ..... . . .. . 3 0.

:Part V^^x Qualification 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 organization liable for the section 4942 tax on the distributable amount of any year in the base period? . . . -Yes X No

If 'Yes,' the organization does not 9 ualify under section 4940 (e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see instructions before making any entries.

(a)Base period years

Calendar year (or tax yearbeginning in)

(b)Adjusted qualifying distributions

(c)Net value of

noncharitable-use assets

(d)Distribution ratio

(column (b) divided by column (c))

2004 223 676. 494 , 308. 0.4525032003 204,278. 544 779. 0.3749742002 198 524.

.

518 045. 0.3832182001 162 288. 575 360. 0.2820632000 102 095. 688 138. 0.148364

2 Total of line 1, column (d) . . .. .. .. .. . .. .. ......... .. .. . . . .. 2 1.641122

3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by thenumber of years the foundation has been in existence if less than 5 years .. .. . ..... . . .. 3 0.328224

4 Enter the net value of noncharitable-use assets for 2005 from Part X, line 5 . .. . 4 389 , 286.

5 Multiply line 4 by line 3 .... 5 127 , 773.

6 Enter 1 % of net investment income (1 % of Part I, line 27b) ... .. ... .. .. ..... ...... .. . . ... 6 281.

7 Add lines 5 and 6 7 128,054.

8 Enter qualifying distributions from Part XII, line 4 .. ........ ....... 8 255 , 693.

If line 8 is equal to or greater than line 7, check the box in Part VI, line l b, and complete that part using a 1 % tax rate . See thePart VI instructions.

BAA Form 990-PF (2005)

TEEA0303L 09/19/05

rartvvaxxr r; c.xase i ax tsasea on invesimeni income Section 494u a 494u n , 494U e , or 4948 - see instructions

1 a Exempt operating foundations described in section 4940( d)(2) check here ► and enter 'N /A' on line 1 'xY xYxXvx x„xxn 3 V: s, . . .

Date of ruling letter: _ _ - - - _ _ (attach copy of ruling letter if necessary - see instructions)

b Domestic organizations that meet the section 4940(e) requirements in Part V, 1 281.

check here ► X and enter I% of Part I, line 27b ... .. .... ... XXxxxXXkxxXXXxxXXXxxx3,`•xxxxxXxxxxxxxXxxxxXX••x

c All other domestic organizations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, column (b):Xxxxxxxx••xxxxxXxxxxxxxxxxxxxxx :xxxxXX%xxxxxXXVwv^v^vOvv:^^Y0v0;;yvv

2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)... 2 0.

3 Add lines I and 2 . ... 3 281.

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

5 Tax based on investment income . Subtract line 4 from line 3. If zero or less, enter -0- 5 281.

6 Credits/Payments: '"xx""""x"Y" ^":^xx"~•r: t"v;XxxxxxxxxXXXXXhXxxxX::x

a 2005 estimated tax pmts and 2004 overpayment credited to 2005 6a 526.:xxxXkXxxFtxXS:}:X YXxXXX:S?"XxXxX•:Xx%xx XXxXXxxxx}'xxxxxxxXXxxxxxxxsxxXxr.

b Exempt foreign organizations - tax withheld at source 6b75Y.XSGxxxxXM^CY. X X x%R Y,X R:CY.

;xxxxxxxxxxx,` `

c Tax paid with application for extension of time to file (Form 8868) .. .. 6c.%xxxxxY. xxxxXXXXxxxXx%tix Y.xxXXXSC :sxx7C3: X xXx}C:LxX Y.

xxYXxxxxxXxx'^d Backup withholding erroneously withheld .. .. 6d

:xMVVyeyµvyyyyµxxx'

V_YYYY

7 Total credits and payments. Add lines 6a through 6d ... .... 7 526.

8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached 8

9 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed .. ► 9 0

10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid . ... ► 10 245.

11 Enter the amount on line 10 to be : Credited to 2006 estimated tax ► 245. Refunded ► 11 0.

ParttV11,=Ak; Statements Reaardina ActivitieszxxY

1 a During the tax year, did the organization attempt to influence any national, state, or local legislation or did itYes No•-•• --°•

participate or intervene in any political campaign? .... .. ... .. .. la" X

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? . .. 1 b X

If the answer is 'Yes' to la or 1b, attach a detailed description of the activities and copies of any materials published {xxvX > xx x ;X xor distributed b the or anization in connection with the activities ?xxXx° xXx X XxXgy txX^:X: ::XXXx "X:^X

c Did the organization file Form 1120-POL for this year? .. .. ... ... 1C X

d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year t"^'= y z ^x XXK • k^

(1 ) On the organization 0 . (2) On organization managersi

-KC.ox

x: >Xx .x te Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on

L:CXC,XC

C%V-10lCCI 4Mi:xhXx :xX%

organization managers .. ► $ 0 .1

CNN X:

V

tµX

4

Xx}XYvYxttx XxX,xx^

2 Has the organization engaged in any activities that have not previously been reported to the IRS? .. . . . 2 X

If 'Yes ' attach a detailed description of the activitiestxXXX:tx%xx:tx X;

.X XXX:SxxxXXXxxx:XXX:XxXXxx, xXxXXX• XtXXxX .•::::X

3 Has the organization made any changes, not previously reported to the IRS, in its governing instrument, articles xxxt YX' xxof incorporation, or bylaws, or other similar instruments? If 'Yes, 'attach a conformed copy of the changes 3 X

4a Did the organization have unrelated business gross income of $1,000 or more during the year? 4a X

b If 'Yes,' has it filed a tax return on Form 990-T for this year? 4b WA5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? . .. 5 X

If 'Yes, 'attach the statement required by General Instruction T:xX%x:fX:

xx%XX

;:xxX

6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:°xxXX`XXXx:

:i

:tXXXXxxXxxx

:xXXxXx

instrument or• B lan ua e in the overnin

xx xix

xsx;^

xx Xx

X

x,y g g g g cx sxx: txp do-; ,xx

• By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict °XYx°: XXXxx '"-< XX:t

with the state law remain in the governing instrument?. 6 X

7 Did the organization have at least $ 5,000 in assets at any time during the year? If Yes,' complete Part /l, column (c), and Part XV . .. . 7 X

8►

a Enter the states to which the foundation reports or with which it is registered (see instructions ) ;:xix :Xxx%: XXK:5ixxxXX .xXxxX_ _ _ _ _ixXX3C:txx..s:

XX ;4XXxxsx

;xXxX;:

CA NY-------------------------------------------------------CX:=%k:4xXSX:t:^'^:Y-x,

1. x:G %XYXx:C7uxXX^x

:4C7C'.n` 5342:'S:st.:X;L.•SXY: ::

b If the answer is 'Yes' to line 7 , has the organization furnished a copy of Form 990-PF to the Attorney General X x^ ; X XXx ""'

(or designate ) of each state as required by General Instruction G' If No,'attach explanation . . .. 8b X

9 Is the organization claiming status as a private o eratm foundation within the meaning of section 4942(j )( 3 ) or 4942(j)(5) for calendar year 2005 or9 P 9 Y :Uir""`%' ^ X%XX%MUM=-'%::Y4xM;ivwthe taxable year beginning in 2005 (see instructions for art XIV)? If 'Yes, ' complete Part XIV. . .. . .. 9 X

10 Did any persons become substantial contributors during the tax year?. ... .... .. .. .. ... .. 10 X

If 'Yes,' attach a schedule listing their names and addresses See Statement 8

11 Did the organization comply with the public inspection requirements for its annual returns and exemption application? . 11 X

Web site address . . . .. .. ► www. anderson . ucla. edu/x3287. xm1-------------------------------- ---------

12 Telephone no. ► 310-206-2224The books are in care of ► ANDREA RADER _ _ _ _ _ _ _ _ _--------------

C ZIP +4 ► 9 00A , 9 5 - 1Located at ► 110 WESTW00D PLAZA, F 1 2, LA, 4SUITE 4 8 113

_ __ _ _ _ _ _ _ _ _ __ _ _ _ _ _ - __

Section 4947(a)(1) nonexempt charitable trusts filing Form 990 -PF in lieu of Form 1041 - Check here . -_ _N/A ► El

and enter the amount of tax - exempt interest received or accrued during the year • ► J 13 I N/ABAA Form 990-PF (2005)

TEEA0304L 09/19/05

Form 990-PF 200 THE G & R LOEB FOUNDATION , INC. 13-6121546 Pag e 5Parfh JI ; BJ: Statements Regardin g Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the 'Yes' column , unless an exception applies. rAN Yes No

1 a During the year did the organization (either directly or indirectly): x%%': MpgXNNI '--NI

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? . . . . .. 11 YesEx%:^x: %xx%x :xs:ssxN

:'},^^.%;•;^xsxr.• x;•.c^s •r:xx;:n

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a,disqualified person? Yes X No

stiSG:SX[ ^: X:: t7 • •: •:v

Furnish goods, services, or facilities to (or accept them from) a disqualified erson.. Yes X No Y

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? STMT 14 X Yes No E'raac:: rxx%s: :srx:.x

(5) Transfer any income or assets to a disqualified person (or make any of either available t%%%° xx. ^x :{••:: s^for the benefit or use of a disqualified person)? D YxY xx°'.... ..... :vu Y^: YC,"sy"7CkaC 7^3CY.XSC

(6) Agree to pay money or property to a government official? (Exception . Check 'No' if theorganization agreed to make a grant to or to employ the official for a period after terminationof government service, if terminating within 90 days.)

b If any answer is 'Yes' to la(1)-(6), did any of the acts fail to qualify under the exceptions described inRegulations section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)?

Organizations relying on a current notice regarding disaster assistance check here

c Did the organization 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 beginning in 2005? .

2 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was aprivate operating foundation defined in section 4942)(3) or 4942(1)(5)):

At the and of tax ear 2005 did the or --ton have an undistributed income (lines 6d

D yes MNo

MNIIV 0"4W,.x..'. cox •. x'El NOVON;

xvr ,-

1c X

and 6e, Part XII I )yfor tax year (s) beginning before 2005?F

.... .. . ... ... . .. E]Yes No

If 'Yes,' list the years 1" 20 - , 20 - , 20_ - , 20 _

b Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2)(relating to incorrect valuation of assets) to the year ' s undistributed income? ( If applying section 4942(a)(2) toall years listed , answer ' No' and attach statement - see instructions.)

c If the provisions of section 4942 (a)(2) are being applied to any of the years listed in 2a , list the years here.

01 20 20 20 20

3a Did the organization hold more than a 2% direct or indirect interest in any businessenterprise at any time during the year ? ... .... .... . .... ..... ..... . .... .. Yes XX No

b If 'Yes,' did it have excess business holdings in 2005 as a result of (1) any purchase by the organizationor disqualified persons after May 26, 1969 ; (2) the lapse of the 5 - year period (or longer period approved

Rby the Commissioner under section 4943 (c)(7)) to dispose of holdings acquired by gift or be quest; or

the lapse of the 10-, 15 -, or 20 -year first phase holding period? (Use Schedule C Form 4720, todetermine if the organization had excess business holdings in 2005). . .

4a Did the organization invest during the year any amount in a manner that would jeopardize itscharitable purposes? . .. .. ..... ... ... . .....

b Did the organization make any investment in a prior year (but after December 31, 1969) that couldjeopardize its charitable purpose that had not been removed from jeopardy before the first day ofthe tax year beginning in 2005? .. .. . ..... .... .. ... .....

5a During the year did the organization pay or incur any amount to:

(1) Carry on propaganda , or otherwise attempt to influence legislation (section 4945(e))?. Dyes n No

(2) Influence the outcome of any specific public election (see section 4955); or to carryon, directly or indirectly, any voter registration drive? ... ... ... ... B Yes X No

(3) Provide a grant to an individual for travel , study , or other similar purposes? . . .. ... Yes X No

(4) Provide a grant to an organization other than a charitable , etc, organization describedin section 509 (a)(1), (2), or (3), or section 4940(d)(2)? .. .... . . .... .. 11 Yes No

(5) Provide for any purpose other than religious , charitable , scientific, literary, oreducational purposes , or for the prevention of cruelty to children or animals? .... Dyes No

b If any answer is 'Yes ' to 5a ( l)-(5), did any of the transactions fail to qualify under the exceptionsdescribed in Regulations section 53 .4945 or in a current notice regarding disaster assistance(see instructions)? . . . .. ... .... .... ......

Organizations relying on a current notice regarding disaster assistance check here .. . . El

c If the answer is 'Yes' to question 5a(4), does the organization claim exemption from thetax because it maintained expenditure responsibility for the grant? . ... . . .. N/A D Yes n No

If 'Yes,' attach the statement required by Regulations section 53 4945-5(d)

6a Did the organization , during the year, receive any funds, directly or indirectly , to pay premiumson a personal benefit contract?.. . . . .. ... .. .... .... ..... .... ... . ... n Yes q No

b Did the organization , during the year , pay premiums, directly or indirectly, on a personal benefit contract? .... .

If you answered 'Yes' to 6b . also file Form 8670

BAA TEEA0305L 09/19/05

2bl N

3bl NYA

NVA

X

Form 990-PF (2005)

Form 990-PF 200 THE G & R LOEB FOUNDATION , INC. 13-6121546 'PartVlll ;; Information About Officers, Directors , Trustees , Foundation Managers , Highly Paid Employees,

and Contractors

1 List all officers . directors . trustees. foundation mananers and their eomoensation (see instructinncl_

(a) Name and address

(b) Title and averagehours per week

devoted to position

(c) Compensation(If not paid , enter -0-)

(d) Contributions toemployee benefitplans and deferredcompensation

(e) Expense account,other allowances

- -----------------------See Statement 9 0. 0. 0.

------------------------

------------------------

2 Cmmnensatinn of five highest-paid emnlovees (other than those included an line 1- see Instructionsl_ If none. enter'NONF'

(a) Name and address of each employeepaid more than $50,000

(b) Title and averagehours per week

devoted to position

(c) Compensation (d) Contributions toemployee benefitplans and deferredcompensation

(e) Expense account,other allowances

None------------------------

------------------------

------------------------

------------------------

- - - - - - - - - - - - - - -- - - - - - - - -

Total number of other employees paid over $50,000

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) Typ e of service (c) Compensation

None--------------------------------------

--------------------------------------1

--------------------------------------

--------------------------------------

--------------------------------------

Total number of others receiving over $50,000 fo r professio n al services

PaR IX=A ` Summary of Direct Charitable Activities

List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of I Expensesorganizations and other beneficiaries served, conferences convened, research papers produced, etc.

1 See Statement 10 - - - - - - - - - - ----------------------------- - - -

------------------------------------------------------

2 See Statement -11------------------------------------------------------------------------------------------------

3------------------------------------------------------------------------------------------------------------

53,223.

116,233.

4------------------------------------------------------

------------------------------------------------------

BM TEEA0306L 09/19/05 Form 990-PF (2005)

Form 990-PF (2005) THE G & R LOEB FOUNDATION, INC. 13-6121546

'•0ParWRIN B Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount

1 N/A ---------- -----------------------------------------------------------------------------------------------

2 ------------------------------------------------------------------------------------------------------------

All other program-related investments. See instructions.

3------------------------------------------------------------------------------------------------------------

Total. Add lines 1 through 3 0.

^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:xh dx"kx'

a Average monthly fair market value of securities ... .... ... ... ....... .... ... 1 a 394,182.b Average of monthly cash balances .. . .... 1 b 1,032.

c Fair market value of all other assets (see instructions). . . 1C

d Total (add lines 1 a, b and c) ... . .... . ..... .... .. ... . . i d 395,214.

e Reduction claimed for blockage or other factors reported on lines 1a and lc

(attach detailed explanation) .. .. . .. ... le 0.

2 Acquisition indebtedness applicable to line 1 assets ... .... .. . .. 2 0.

3 Subtract line 2 from line Id . 3 395,214.4 Cash deemed held for charitable activities. Enter 1-1/2% of line 3 (for greater amount, see instructions) 4 5,928.

5 Net value of noncharitable -use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4 5 389,286.

6 Minimum investment return . Enter 5% of line 5 6 19,464.

^Partn^ ^Izk^''" "" Distributable Amount (see instructions) (Section 4942 0)(3) and 0)(5) private operating foundations and certain

forei gn organizations check here and do not complete this part. )

1 Minimum investment return from Part X, line 6.. . .... .. .. .. . 1 19,464.

2a Tax on investment income for 2005 from Part VI, line 5 .. . ... 2a 281. r% NN

b Income tax for 2005. (This does not include the tax from Part VI.) 216 1c Add lines 2a and 2b . .. 2c 281.

3 Distributable amount before adjustments. Subtract line 2c from line 1 3 19,183.

4 Recoveries of amounts treated as qualifying distributions.. ... ... .. ...... 4

5 Add lines 3 and 4. ... . .. ...... 5 19,183.

6 Deduction from distributable amount (see instructions) .... .. .... .... . . . . . 6

7 Distributable amount as adj usted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 7 19,183.

PartxXll Qualifying Distributions (see instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes:2 693a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26.. 1 a 55, .

b Program-related investments - total from Part IX-B. . . . .. .. 1b

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc, purposes . 2

3 Amounts set aside for specific charitable projects that satisfy the:MgMx0, .IX:tuuvv

a Suitability test (prior IRS approval required) . ..... .... .. ... ... 3a

b Cash distribution 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 . 4 255,693.

5 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment income.Enter 1% of Part I, line 7b (see instructions) . .. .... .. 5 281.

6 Adjusted qualifying distributions . Subtract line 5 from line 4 .. 6 255,412.

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundationqualifies for the section 4940(e) reduction of tax in those years

BAA Form 990-PF (2005)

TEEAO307L 11/07/05


iPa%tXlll € Undistributed Income (see instructions)

1 Distributable amount for 2005 from Part XI,line 7

2 Undistributed income, if any, as of the end of 2004.

a Enter amount for 2004 only

b Total for prior years: 20_, 20 20_

3 Excess distributions carryover, if any, to 2005:

a From 2000 .. 68 , 426.

b From 2001 133 , 183.

c From 2002 172, 896.

d From 2003 177,907.

e From 2004 . .. 199, 709.

f Total of lines 3a through e

4 Qualifying distributions for 2005 from Part

XII, line 4: 10, $ 255,693.

a Applied to 2004, but not more than line 2a

b Applied to undistributed income of prior years(Election required - see instructions) .

c Treated as distributions out of corpus(Election required - see instructions)

d Applied to 2005 distributable amount

e Remaining amount distributed out of corpus

5 Excess distributions carryover applied to 2005(If an amount appears in column (d), thesame amount must be shown In column (a) )

6 Enter the net total of each column asindicated below:

a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5

b Prior years' undistributed income. Subtractline 4b from line 2b

c Enter the amount of prior years' undistribut-ed income for which a notice of deficiencyhas been issued, or on which the section4942(a) tax has been previously assessed

d Subtract line 6c from line 6b. Taxableamount - see instructions .. .

e Undistributed income for 2004. Subtract line 4a fromline 2a Taxable amount - see instructions . .

f Undistributed income for 2005. Subtract lines4d and 5 from line 1. This amount must bedistributed in 2006

7 Amounts treated as distributions out ofcorpus to satisfy requirements imposedby section 170(b)(1)(E) or 4942(g)(3)(see instructions) . . .

8 Excess distributions carryover from 2000 notapplied on line 5 or line 7 (see instructions)

9 Excess distributions carryover to 2006.Subtract lines 7 and 8 from line 6a

10 Analysis of line 9:

a Excess from 2001 133,183.

b Excess from 2002 172,896.

c Excess from 2003 177,907.

d Excess from 2004. 199,709.

e Excess from 2005 236, 510.

BAA

(a ) b cCorpus Years prior to 2004 2004

0 .

752,121.

0.

2005KxxrY.xxxKxxrxxxxXP.N. me..Mti F

xx xsxxxx' 19 183.

... i2 axti .Y`tXXi s̀X?:]CXX^S:`nX.Kx5S5 :` :i',_:ix:;^ ^:{x^;Xx:{Xxx:•xXxxX.i:'X:{:{'XS^Syxx X+:X.`:x^,CfkxY.x0.

iixxxx}Gxx^ 1:4:{xxY. X}{fL.ti:x'LX}: Y.xh!xl:kG4`î:

Y.xxx}SS.:S:{';X xX:{:"-%: ^r•tf 'i"S :Y,':':;.ti.y.

^xxxxX :^x ::^xxxxx^::i^'x^^:^s;.;_ :::^;:-.•- :.Xxxxxxxx ;xxx:ixh •^,:-ix:.^;.,..:'..:Y.'r <'..Xxxx`+5:4ri .{:i:SstiL:,:::•::5.; ^^'.}::s '>_.^:?;'^.

:x^.^:;Xx Xxxxxx.Krx}i^::< ;-^'-Y: .YX, Y.Y. v,. .1T%'< r?:'V XSS.y

O . ,: G.... ........7.X,+xx^xxxxxxx X7LxRxxS':iYì4

7Cxxxx X :7xkCxX75xx .'V'£S`£xxxxxxxxxx}: XXxxxxxxxxx5:'d'.'xx.°.x:+exs:::•^xx^xxî}i:ix^î^}^XX

'xY.'i} X;{};}:;,{Sq`c,i}:;X ;.`:;xxYx7f: :}:" X:'. RF7'. b i.,^'.: ',`4..`,._::^}v`:{Xxx :-0 xxxt{^::xxS`.'zCxxxx `x SxY•xx . :7 ::5.;5 :+:: x'^": ^ 'S<::

`: y^}it^xx^^:-sx^;>,^x': ;^ :^^:i;i^{Y`^'iîx^., -: -0.

K?::5 .,;.. ti;,'b'k"::{'K:::: `:Ft+:% X:;^.:xY.x}:= x:4xi .,'i3CS:Y. Y,w `. Y..:7.r',Y."F"?C;C#:::kY, y.E.7`^C`{3ji .x V'='s"SxSV ';=iS:"ti,'X?'Y.'9';i `•..^ ' • .

""+k Y:4 ., .^},..^, .., ^, .;.'•.'^:x':£:'L.: .:h';SY^ .{-h:SS '.•'k:i`Y 19, 1.... < M _ 83.

236 510:^ :< -^:;^:nxn :^

, .,O . xACxu^CXSCxxX!C:CXR2S?.FiX'î:3CR^... xx^x^xxxxxxXXxxx " 9:;X5C9C }Cxx7SX }ix5CX.55S^G :C ^7Sd'^xxx^xxxx^xxr • xx.:. 0 .

988,631.------------ -------- -

+Cxx:C:::x`x Y. xxxx7-":CxLtixxxxxCi {:{Y,:iY"Y„SC:::ti x."ih `":t"....,......{"1S' '} ,::.:C :i:C'..',.'.4"Y\:,;:+ • .•RE

C^`X£u :i:i.i;+C :"k1.?.`:vY,h h.^.Y.X^:, `.•tiC.;F:..,= •''. RE 5t%h > r s:xx { xî xX 0.

0.

0.

0.

0.

Y.'ri .KTn .1 .5^. .. ':..s. i. e.

X7CR@i}."x3Cd::CSSSCxx :t.}=`•7x Y}:,ti` }.,; Cxxx:£}:},'xMMON^SkxXx .S': I'm

ov'r CxxxSxR ixY• xx:CXXkXa{ Yx:< xXx=i^;..X },xxXxii3:';sS'i k. xk :.':^r .:: .•:kSXxXxxSCxx MVX ix%xxxxxx :; xhR74Y,xk.ix%Xi, 1: ..kSxSCx%=.ti ? Z.'x M.x?.'{r:`.C7S::xMOX .ti%Y.x {xX:Cx:CS:?.S"'<xY:}."r 7. Y,x Y'i `;°." X.-x'.xx'.4'k ••a `CS",y"+ \XZ.';;

68, 426 . X "°` x xxx xxxX ax^xx:xxxaxxxxY mxX .-M" "{xx}Cxxx}SXxx 'XY.'Xx '{3'Ak,.< X:i.: ;%

n ffix";Hz

w'u- r l^

h.5" ^. ' VH ifi? z__ -7 X£.:!%t?7Mxxxxxx :A7ixxxÊxXx7CxXXxx ix;ixx}E%xxxSC }t;:XXx;îxx4t ;i t`CS:xxXxxx7iY.X'::S;CkXV-::Ci{X?:::x.GxxY"' xxxxxXXxx::x:ixxA4 i.'V":7xxS:xxxx3^ :.'k7C.:5ixxx.^SY. x','Ex XLi:ix3CxR :r R:C'l. Y.X^:'`:'^ ..

920 / 205.`XxXxx rrxxxx: xxxxxxscxX,xxxxxc xxxâ `.sx:zxxx x'{^•n ::xx z^<.• ':".,- --•.x•:7C'tix'et7iSxx7CxxxxxxxxxX ' Y.xx:CY.7." xx4Sx CKY. k'r:x;e 'H,^'}[;:,; 3c'K 53Y,',.",7i'^;,}:;'Y. „>:".: ^"^d.>:xSCS-' x4"2xC..S1JR •;x::l'Y'.l`:Cx'a'ixi"xY':i'4x5Ai{'L=C:+.v3;j.""`. ,C;.- .: r:{'l'Y.}:•

ix},xxx7Cx +CxxFa'v`xSExXxk . XX'fY"Y :.:•'^:.2+C}SxxYSt'xR7SXxx ".SxSt`"SSLACxf }Gx.{x5,w ..F':14 ".-.\>...:,'•'••-: '.f x.' .. ., '^ "'S5^ Vxxxrxs:xxacsxxxxxxxxxxx xxx':::x:>a:xx;:axxr:xrr:xxxseas:: iXxxxs.xs:xxs^ ;:î :° vxY.ss^.{';.:• .,.. >.sr.,::X::7€SitiXxx :{ XXxSC7CX7{ x:Cx xxxSC .`.:::; xx}Sk ..:x:. ^+.X'XS:;;x £}Sx9Ehxi{,Cx:.;i}SY.::R:^;:.}cxXiY ^:+.?:'{+t.:SS^>-:: z:,t:^. :t'.:. s<.;t.s[xx:i`vx,t5E5C 'L'.{5t5E5C:.tYx]lx4x 5[SCilSiXY`. Yx5C5!:t:i:C.'-',:^:t %:..iL:CJ iSGxx}i '̂ SiSC }: IC'x`xY. xxY.v<xx.. i; 5, .Xhi:x :CS'St'^ \":X .. 4:::5:" ,

Form 990-PF (2005)

TEEAD308L 09/19/05

Form 990-PF 200 THE G & R LOEB FOUNDATION , INC. 13-6121546

Par`:tt UV 11 Private Operatin g Foundations (see instructions and Part VII-A, question 9) N/A1 a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling

is effective for 2005, enter the date of the ruling .. . . . ... ... . . .

b Check box to indicate whether the organization is a private o eratin foundation described in section 0 49420)(3) or 7 49420)(5)

2a Enter the lesser of the adjusted net Tax year Prior 3 yearsincome from Part I or the minimum

(a) 2005 (b) 2004 (c) 2003 (d) 2002 (e) Totalinvestment return from Part X foreach year listed . . .

b 85% of line 2a.. .. ... .

c Qualifying distributions from Part XII,line 4 for each year listed . .

d Amounts included in line 2c not used directlyfor active conduct of exempt activities. . .

e Qualifying distributions made directlyfor active conduct of exempt activities.Subtract line 2d from line 2c ... ....

3 Complete 3a, b, or c for thealternative test relied upon:

a 'Assets' alternative test - enter:

(1) Value of all assets .

(2) Value of assets qualifying undersection 49420)(3)(B)(i)

b 'Endowment' alternative test - Enter 2/3 ofminimum investment return shown in Part X,line 6 for each year listed

c 'Support' alternative test - enter:

(1) Total support other than grossinvestment income (interest,dividends, rents, paymentson securities loans (section512(a)(5)), or royalties) .

(2) Support from general public and 5 ormore exempt organizations as providedin section 4942(j)(3)(B)(ui).

(3) Largest amount of support froman exempt organization ... . ..

(4) Gross investment income

Pa .XW' Supplementary information (Complete this part only If the organization had $5 , 0 00 or more In assets at any tim e during the ye ar.)

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 theclose 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 foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership ofa partnership or other entity) of which the foundation has a 10% or greater interest.

None

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

Check here 1' [7 if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited

requests for funds. If the organization 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 of the person to whom applications should be addressed:

See Statement 15

b The form in which applications should be submitted and information and materials they should include:

See Statement 15

c Any submission deadlines:

ALL ENTRIES MUST BE POSTMAKED NO LATER THAN JANUARY 30, 2006d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors:

See Statement 15

BAA TEEA0309L 09/19/05 Form 990-PF (2005)

Form 990-PF (2005) THE G & R LOEB FOUNDATION, INC. 13-6121546 ;P;art 3X;Vr Supplementary Information (continued)3 Grants and Contributions Paid Durina the Year or Aooroved for Future Payment

RecipientIf recipient is an individual ,show any relationship to

any foundation manager or

Foundationstatus ofstat s

Purpose of grant orcontribution Amount

Name and address (home or business) substantial contributor urecipient

a Paid during the year

See Statement 16 See Statement 16 25,000.

Total 3a 25,000.b Approved for future payment

Total 3bj

BAA TEEAo310L 09/19/05 Form 990-PF (2005)

Form 9§0-PF (2005) THE G & R LOEB FOUNDATION, INC. 13-6121546

I P:art7(VIAx Analysis of Income -Producing Activities

Enter

a

b

c

d

e

f

92

3

4

5

a

b

6

7

8

9

10

11

a

b

c

d

e

12 Subtotal. Add columns (b), (d), and (e)

13 Total . Add line 12, columns (b), (d), and (e) 13 97, 423.

(See worksheet in the instructions for line 13 to verify calculations.)

Part3XVI;Bu Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.y

Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to theaccomplishment of'the organization 's exempt purposes (other than by providing funds for such purposes). (See instructions.)

1 THE G. AND R. LOEB FOUNDATIONS WAS ESTABLISHED IN 1957 TO FOSTER AND ENCOURAGETHE DEVELOPMENT OF APPLIED OR LIBERAL ARTS AND SCIENCES. THE FOUNDATION'SPRIMARY ACTIVITY IS TO SELECT AND PRESENT AWARDS , IN CONJUNCTION WITH THEANDERSON SCHOOL OF BUSINESS AT UCLA, TO JOURNALISTS FOR BUSINESS AND REPORTINGEXCELLENCE. THE FOUNDATION RAISES REVENUE RELATED TO ITS EXEMPT PURPOSE WITHTHE FOLLOWING:

A. THE FOUNDATION REQUIRES APPLICANTS TO PAY AN APPLICATION FEE WHEN THEYSUBMIT THEIR ENTRIES FOR AWARDS.

B. THE FOUNDATION SELLS DINNER TICKETS TO THE ANNUAL BANQUET , WHICH ISORGANIZED TO HONOR THE WINNERS OF THE AWARDS.

gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514

rogram service revenue:

(a)Businesscode

(b)Amount

(c)Exclu-lioncode

(d)Amount

(e)Related or exemptfunction income(see instructions)

APPLICATION FEES 29,075.AWARD BANQUET FEES 39,800.

Fees and contracts from government agencies

Membership dues and assessments .

Interest on savings and temporary cash investments . ... 14 9 , 633.Dividends and interest from securities 14 4 , 154.Net rental income or (loss) from real estate •

rxxx x% R: 7xx •+iexx xx

if pC%^S}:e%%7{7 %%%%:S}C%%%X E 'xxixi xci s•v vxxvrxx+•y

4E7CXaCSC:S%xx•s.^^xvx

X ':c .t .,.1.^,/.iiCX% C%%%X _ C S C:S:i%% C%%%rxx+ vs+u+.:xvvy.^vs: ^.•vuxxvvv

^4'.:: r... •r •:.' T..i. ^G: .^' X :%::;i S7{ i%\.4X.xK'^ ;•. ,•'

x.•i.,:^..`:{.^,.

Debt-financed property .. .. .....

Not debt-financed property . . .

Net rental income or (loss) from personal property.

Other investment income .. . .. . .. .

Gain or (loss) from sales of assets other than inventory ... 18 14,761.Net income or (loss) from special events . .

Gross profit or (loss) from sales of inventory

Other revenue:%x%%%X.

.. .................

7... ;^CXY%5:7CY,'T.`::C%:G:CSEY7S' ..::-

28,548. 68,875.

BAA TEEA0501L 09/19/05 Form 990-PF (2005)


PartxX;VU xxx Information Regarding Transfers To and Transactions and Relationships With NoncharitableExempt Organizations

MN xx Yes No1 Did the organization directly or indirectly engage in any of the following with any other organization :x:^X xxX xxxll isiXix

described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, :%xxXX%%%: :%%%%Xx%r% •%::7iaXXX"Irelating to political organizations. :%%x%% Xx:

Xx%xX tIXXxm

;Xrxx.XXXx

a Transfers from the reporting organization to a noncharitable exempt organization of:%XXNN%XX::%%%%%%%X::X4vu

XXX%%%%%XXvxX

&%W8%K-MgYx„%

(1) Cash 1 a 1 X

(2) Other assets . . . .. .. ... .. .. .. .. .. .. .... .. .. .. 1 a (2) X

b Other transactions: %%d%%%%7C, XX%XX 'xXX5

(1) Sales of assets to a noncharitable exempt organization . 1 b (1 ) X

(2) Purchases of assets from a nonchantable exempt organization . . . .. . 1 b (2) X

(3) Rental of facilities, equipment, or other assets . . .. . . .. .. 1 b X

(4) Reimbursement arrangements. 1 b (4) X

(5) Loans or loan guarantees 1 b 5 X

(6) Performance of services or membership or fundraising solicitations . . . .. . . 1 b (6) X

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees .. . 1 c X

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

(a) Name of organization (b) Typ e of organization (c) Descri ption of relationshi p

N/A

Under penalties er ury, I de that I have examined this return , including accompanying srhedcomplete c ara o epare (other than taxpayer or fiduciary) is based on all mformaboi

S

G Signature of officer or trustee

N

HE Paid

cures Isignature

R Pre-E parer's Firm ' s name (or KAO & KAO, C. P . A. S

UseOnlyOnly 1848 LINCOLN BLVD., #200

emloyed) It

dcodsa, anZIP SANTA MONICA, CA 90404ZIP co

BAA

TEEA0502L

2a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizationsdescribed in section 501 (c) of the Code (other than section 501(c)(3 )) or in section 527?. . . . .. . E Yes Xa No

b If 'Yes ' cmmnlete the fnllnwina schedule-

2005 FEDERAL STATEMENTS PAGE 1

CLIENT LOEB THE G & R LOEB FOUNDATION , INC. 13-6121546

8/14/07 11:21AM

STATEMENT 1FORM 990-PF, PART I, LINE 11OTHER INCOME

PROGRAM SERVICE REVENUE. SEE PART XVI-A $ 68 875.,TOTAL 68,875.

STATEMENT 2FORM 990-PF, PART I , LINE 16BACCOUNTING FEES

(A) (B) NET (C) (D)EXPENSESPER BOOKS

INVESTMENTINCOME

ADJUSTEDNET INCOME

CHARITABLEPURPOSES

ACCOUNTING FEE-AUDIT . $ 4 , 509.TOTAL 4,509.

$ 451.45-1. 0.

$ 4 , 058.4,058.

STATEMENT 3FORM 990 -PF, PART I , LINE 16COTHER PROFESSIONAL FEES

(A) (B) NET (C) (D)EXPENSES INVESTMENT ADJUSTED CHARITABLEPER BOOKS INCOME NET INCQME PURPOSES

OTHER PROFESSIONAL FEE . ... ...... ... $ 332.PROGRAM REPRESENTATIVE 25 , 528.

TOTAL T_-B,860. 0.$ 25 , 528.

25,528.

STATEMENT 4FORM 990-PF, PART I, LINE 18TAXES

(A) (B) NET (C) (D)EXPENSES INVESTMENT ADJUSTED CHARITABLEPER BOOKS INCOME NET INCOME PURPOSES

DEPARTMENT OF JUSTICE. . . . .. .. $ 75.FRANCHISE TAX BOARD 56.NY FILING FEE . . 100.

TOTAL $23 --0 $ 0. 0.


CLIENT LOEB THE G & R LOEB FOUNDATION , INC. 13-6121546

8/14/07 11:21 AM

STATEMENT 5FORM 990-PF, PART I , LINE 23OTHER EXPENSES

(A) (B) NET (C) (D)EXPENSES INVESTMENT ADJUSTED CHARITABLEPER BOOKS INCOME NET INCOME PURPOSES

BANQUET EXPENSES .. ..... . $ 116, 233. $ 116,233.HONORARIA... .... ... 13,000. 13,000.MISCELLANEOUS EXPENSES . 4,834 . 4,834.POSTAGE, SHIPPING & DELIVERY ... 11,030. 11,030.SUPPLIES .. ... 8,756. 8,756.TROPHIES .... . ....

TOTAL6,554.

660,4 0.6 , 554.

0. 160,407.

STATEMENT 6FORM 990-PF , PART II, LINE 15OTHER ASSETS

FAIR MARKETBOOK VALUE VALUE

OTHER ASSETS. $ 25,183. $ 25,183.RECEIVABLE FOR BANQUET TICKET SALES....

TOTAL34 400. 34 , 400.

83 .

STATEMENT 7FORM 990-PF, PART III, LINE 3OTHER INCREASES

UNREALIZED GAIN ON INVESTMENTS ... ... . . $ 6,362.TOTAL 6 362, .

STATEMENT 8FORM 990-PF, PART VII-A, LINE 10SUBSTANTIAL CONTRIBUTORS DURING THE TAX YEAR

NAME OF SUBSTANTIAL CONTRIBUTOR ADDRESS OF SUBSTANTIAL CONTRIBUTOR

SEE SCHEDULE B

T r


CLIENT LOEB THE G & R LOEB FOUNDATION, INC. 13-6121546

8/14/07 11:15AM

STATEMENT 9FORM 990-PF, PART VIII, LINE 1LIST OF OFFICERS , DIRECTORS , TRUSTEES , AND KEY EMPLOYEES

TITLE AND CONTRI- EXPENSEAVERAGE HOURS COMPEN- BUTION TO ACCOUNT/

NAME AND ADDRESS PER WEEK DEVOTED SATION EBP & DC OTHER

MR. RICHARD RODNER PRESIDENT $ 0. $ 0. $ 0.110 WESTWOOD PLAZA #321 1LOS ANGELES, CA 90095-1481

MR. ERIC SALVESON DIRECTOR 0. 0. 0.110 WESTWOOD PLAZA #321 1LOS ANGELES, CA 90095-1481

MR. HAROLD WILLIAMS DIRECTOR 0. 0. 0.110 WESTWOOD PLAZA #321 1LOS ANGELES, CA 90095-1481

MS. MARYANN LOWE SECRETARY 0. 0. 0.110 WESTWOOD PLAZA #321 1LOS ANGELES, CA 90095-1481

ALLISON HOLMES VICE PRESIDENT 0. 0. 0.110 WESTWOOD PLAZA #321 1LOS ANGELES, CA 90095-1481

JUDY OLIAN CHAIRMAN 0. 0. 0.110 WESTWOOD PLAZA #321 1LOS ANGELES, CA 90095-1481

TOTAL 0. $ 0. 0.

STATEMENT 10FORM 990-PF, PART IX-A, LINE 1SUMMARY OF DIRECT CHARITABLE ACTIVITIES

DIRECT CHARITABLE ACTIVITIES EXPENSES

THE G & R LOEB FOUNDATION, IN CONJUNCTION WITH THE ANDERSON SCHOOL AT $ 53,223.UCLA, OVERSEES THE SUBMISSION, PROCESSING AND JUDGING OF ENTRIES FORELEVEN DISTINGUISHED PRINT, BROADCAST, AND BUSINESS BOOKS AWARDS.THE JUDGING IS DONE BY A PANEL OF INDIVIDUALS, INCLUDING FACULTYMEMBERS OF THE ANDRESON SCHOOL OF UCLA. THE DEAN OF THE ANDERSONSCHOOL SERVES AS CHAIRMAN OF THE FINAL JUDGING PANEL. SEE STATEMENT15 FOR AWARD AND QUALIFICATION DETAILS.

1 1


CLIENT LOEB THE G & R LOEB FOUNDATION, INC. 13-6121546

8/14/07 11:24AM

STATEMENT 11FORM 990-PF, PART IX-A, LINE 2SUMMARY OF DIRECT CHARITABLE ACTIVITIES

DIRECT CHARITABLE ACTIVITIES - EXPENSES

THE G & R LOEB FOUNDATION ORGANIZES AND CONDUCTS AN ANNUAL AWARDS $ 116,233.BANQUET FOR THE WINNERS OF THE DISTINGUISHED PRINT, BROADCAST, ANDBUSINESS BOOKS AWARDS. AWARD WINNERS ARE HONORED IN ELEVEN CATEGORIESAND SOME PARTICIPANTS MAY BE SELECTED AND RECOGNIZED FOR HONORABLEMENTION.

2005 Federal Statements Page 5

THE G & R LOEB FOUNDATION, INC. 13-612 5546

Statement 12Form 990-PF, Part II, Line 10aInvestments - U.S. and state government obligations

Description Total Value Total Value

US Treasury Notes/Bonds 149,990 95,064

Form 990-PF, Part II, Line 10bInvestments - coporate stock

9/30/2005 9/30/2006Description End of Year End of Year

Total Value Total ValueNabors Industries Ltd-USD New 1,796 -Noble Corp-New (Cayman Islands) 4,108 2,888AFLAC - 1,602AT&T Wirless Services Inc - 4,558Abbottlabs - 2,428Air Products & Chemicals Inc 3,860 2,987Alitel Corp Delaware 5,534 3,330Altria Group Inc 8,477 6,124American Express 5,744 3,926American Intl Group Inc 7,745 3,644Avery Dennison 4,453 3,610Bank of America Corp 7,788 4,286Bank New York Inc - 1,763Boeing 4,756 3,154Burlington Res Inc 2,846 -Capital One Finl Corp 7,952 6,293Chubb Corp 4,925 3,897Comcast Corp CL A 4,407 -Comerica Inc 4,417 -Comverse Technology Inc-New 4,203 2,358ConocoPhillips - 2,679E I Du Pont de Nemours - 2,999Echostar Commns Corp 2,661 2,128Embarq - 2,419Golden West Finl Corp 3,563 3,863Goldman Sachs Group Inc 6,687 2,538Home Depot Inc - 3,446Intl Business Machines Corp 2,407 3,278JP Morgan Chase & Co 5,089 4,931Johnson & Johnson 4,113 2,273Kimberly Clark Corp 3,869 2,941Kroger Co 5,147 3,124Lexmark Intl Group Inc 4,884 -Liberty Media Corp Iner A 4,025 1,773Liberty Media Corp Cap A - 1,086Marsh & McLennan - 2,674MASCO Corp - 1,645McDonalds Corp 4,019 4,108Merrill Lynch & Co 7,669 5,475 ,

2005 Federal Statements Page

THE G & R LOEB FOUNDATION , INC. 13.6121546

Statement 12 (continued)Form 990-PF, Part II , Line 10bInvestments - coporate stock

9/30/2005 9/30/2006Description End of Year End of Year

Total Value Total ValueMicrosoft Corp 6,432 3,008Newell Rubbermaid Inc 3,964 3,540News Corp LTD 8,333 4,850Nokia Corp 5,749 2,658NQvartis AG ADR 3,060 2,630J C Penney Co Inc 3,557 -Parker-Hannifin Corp - 1,555Pfizer Inc 2,872 -Raytheon Company New 4,182 2,160Royal Dutch Petroleum Co 4,267 1,983SBC Communications 5,993 -St. Paul Travelers Cos Inc 5,384 3,986Sanofi-Aventis Spons ADR 5,402 2,446Sara Lee Corp 3,790 -Sempra Energy 5,177 5,025Sprint Nextel Corp 6,016 3,996

Suncor Energy Inc 3,632 1,441Target Corp 3,375 2,486Textron Inc 5,020 3,937Time Warner Inc 6,339 4,466Total S.A. Spons ADR 11,545 4,945Unitedhealth Group Inc 5,620 2,952Wachovia Corp 6,663 1,953Wal-Mart Stores - 3,946Wellpont Inc 5,687 3,467Wells Fargo & Co New 6,443 3,799

265,646 181,457

Form 990-PF, Part II , Line 10cInvestments - coporate bonds

Description Total Value Total Value

Wal Mart Stores Inc 21,541 20,945

2005 Federal Statements

THE G & R LOEB FOUNDATION, INC.

Page 7

13-6121546

Statement 13

Form 990-PF, Part IVCapital Gains and Losses for Tax on Investment Income

date date total totalq uantity description purchased sold cost proceeds gain/Toss

Oct-0525 Nabors Industries 2/9/2005 10/4/2005 1,292.45 1,748.32 455.8710 Altria Group 4/22/2002 10/18/2005 540.92 727.97 187.0510 Altria Group 4/25/2002 10/18/2005 550.05 727.96 177.9120 Ameriprise Financial 7/26/2001 10/4/2005 475.98 677.64 201.6675 Lexmark Intl 10/29/2004 10/4/2005 6,131.57 3,334.34 (2,797.23)5 Lexmark Intl 2/18/2005 10/4/2005 396.43 222.29 (174.14)

16000 US Tnotes 2/3/2005 10/21/2005 16,301.25 16,041.25 (260.00)

25,688.65 23,479.77 (2,208.88 )

Nov-0515 Boeing 1/14/2004 11/18/2005 645.06 1,003.00 357.9475 Comerica Inc 2/1/2005 11/23/2005 4,373.31 4,421.39 48.08

5,018.37 5,424.39 406.02

Dec-05150 Comcast Corp 4/15/2003 12/19/2005 4,521.48 4,024.81 (496.67)

4,521.48 4,024.81 (496.67 )

Jan-065 Noble Corp 1/7/2005 1/25/2006 240.23 410.08 169.85

15 AT&T 7/28/1998 1/25/2006 564.83 374.23 (190.60)5 Abbott 10/21/2005 1/25/2006 215.45 213.89 (1.56)5 Air Products 4/5/2005 1/25/2006 316.29 309.34 (6.95)

5 AlItel 7/21/2005 1/25/2006 316.95 299.74 (17.21)

5 Altria 4/25/2002 1/25/2006 275.02 370.93 95.91

5 American Express 7/26/2001 1/25/2006 167.05 264.34 97.29

5 American Intl 4/25/2002 1/25/2006 346.57 328.18 (18.39)

5 Avery Dennison 10/22/2003 1/25/2006 252.12 297.74 45.62

10 Bank of America 3/5/2003 1/25/2006 218.44 444.98 226.545 Boeing 1/14/2004 1/25/2006 215.02 335.78 120.765 Capital One 4/28/2004 1/25/2006 333.83 420.08 86.25

5 Chubb 3/15/2005 1/25/2006 401.02 474.63 73.61

10 Comverse Tech 2/9/2005 1/25/2006 222.87 261.29 38.42

5 Echostar 7/28/2005 1/25/2006 143.59 136.14 (7.45)

5 Golden West Finl 8/4/2005 1/25/2006 325.17 342.38 17.21

5 Golman Sachs 3/5/2005 1/25/2006 332.30 667.57 335.27

5 Halliburton Co 10/18/2005 1/25/2006 297.84 367.53 69.69

10 JPMorgan 10/16/2000 1/25/2006 389.37 385.08 (4.29)

5 Johnson & Johnson 12/3/2003 1/25/2006 246.73 293.84 47.11

5 Kimberly Clark 3/11/2003 1/25/2006 215.49 290.94 75.4515 Kroger 3/18/2007 1/25/2006 252.89 281.39 28.50



Page 8

13-6121546

Statement 13 (continued)


date date total total

quantity description purchased sold cost proceeds gain/( loss )

30 Liverty Media 4/17/2003 1/25/2006 218.36 244.19 25.83

5 McDonalds 5/26/2005 1/25/2006 156.32 178.29 21.97

5 Merrill Lynch 12/5/2000 1/25/2006 300.94 366.08 65.14

t5 Microsoft 12/17/2003 1/25/2006 405.52 395.08 (10.44)

10 Newell Rubbermaid 12/17/2003 1/25/2006 219.31 242.49 23.18

30 new Corp 3/9/2005 1/25/2006 531.92 501.88 (30.04)

20 Kokia 3/5/2003 1/25/2006 265.40 370.78 105.385 Novartis 3/30/2005 1/25/2006 235.17 279.54 44.37

75 J C Penney 11/16/2004 1/25/2006 3,000.15 4,248.61 1,248.46

15 Pfizer 4/4/2003 1/25/2006 492.43 367.34 (125.09)

5 Pfizer 12/17/2003 1/25/2006 171.62 122.44 (49.18)

5 Raytheon 11/8/2004 1/25/2006 188.98 203.59 14.61

5 Royal Dutch Shell 3/10/2004 1/25/2006 250.44 325.64 75.20

5 St Paul Travelers Cos 3/5/2004 1/25/2006 154.95 223.54 68.59

5 Sanofi-Aventis 4/7/2005 1/25/2006 218.56 225.34 6.78

10 Sara Lee Corp 4/21/2005 1/25/2006 216.64 182.79 (33.85)

20 Sprint Nextel 1/7/2005 1/25/2006 473.26 464.98 (8.28)

5 Suncor Energy 7/20/2005 1/25/2006 242.37 361.13 118.76

5 Target Corp 3/13/2003 1/25/2006 140.58 273.64 133.06

5 Textron 7/15/2005 1/25/2006 384.58 381.08 (3.50)

20 Time Warner 1/30/2004 1/25/2006 349.38 342.58 (6.80)

5 Total SA Spons 5/6/2003 1/25/2006 356.50 669.42 312.92

5 Unitehealth Group 8/17/2005 1/25/2006 256.60 288.99 32.39

10 Wachovia Dorp 4/3/2003 1/25/2006 354.05 524.98 170.93

5 Wellpoint Inc 8/29/2005 1/25/2006 364.95 364.28 (0.67)

5 Wells Fargo 8/25/2005 1/25/2006 297.43 309.94 12.51

16,535.48 20,028.74 3,493.26

Mar-0620 Goldman Sachs 3/5/2003 3/14/2006 1,329.20 2,963.06 1,633.86

30 Merrill Lynch 12/5/2000 3/15/2006 1,805.63 2,356.51 550.88

135 Nokia Corp 3/5/2003 3/31/2006 1,791.45 2,791.71 1,000.26

15 Unitedhealth Group 8/17/2005 3/31/2006 769.80 835.97 66.17

10 Wellpoint Inc 8/29/2005 3/31/2006 729.90 773.47 43.57

6,425.98 9,720.72 3,294.74

Apr-0645 Raytheon 11/8/2004 4/18/2006 1,700.79 2,013.64 312.85

1,700.79 2,013.64 312.85



Page 9

13-6121546



date date total totalq uantity description purchased sold cost proceeds gain/ (loss )

May-06155 News Corp Class B New 3/9/2005 5/17/2006 2,748.28 3,094.94 346.6645 Sanofi-Aventis 4/7/2005 5/4/2006 1,967.04 2,199.44 232.40190 Sara Lee Corp 4/21/2005 5/25/2006 4,116.06 3,247.45 (868.61)

5 Sara Lee Corp 12/21/2005 5/25/2006 94.08 85.46 (8.62)10000 US Tnotes Ser E-2006 2/3/2005 5/16/2006 10,188.28 10,000.00 (188.28)

19,113.74 18,627.29 486.45

Jun-065 Noble Corp 1/7/2005 6/27/2006 240.23 352.73 112.5010 Aflac Inc 3/23/2006 6/27/2006 462.42 454.68 (7.74)45 AT&T Inc 7/28/1998 6/27/2006 1,694.50 1,200.83 (493.67)6 AT&T Inc 7/28/1998 6/27/2006 219.24 159.64 (59.60)

19 AT&T Inc 9/16/1998 6/27/2006 680.01 525.83 (154.18)10 Abbott Labs 10/21/2005 6/27/2006 430.89 419.58 (11.31)10 Air Products & Chemicals 4/5/2005 6/27/2006 632.57 627.58 (4.99)10 Alltel Corp Delaware 7/21/2005 6/27/2006 633.89 609.78 (24.11)5 Altria Group Inc 4/25/2002 6/27/2006 275.02 361.59 86.575 Altria Group Inc 11/27/2002 6/27/2006 189.61 361.58 171.97

15 American Express Co 7/26/2001 6/27/2006 501.15 785.52 284.3745 American Intl Group Inc 4/26/2002 6/27/2006 3,119.15 2,665.17 (453.98)10 American Intl Group Inc 4/25/2002 6/27/2006 693.15 588.58 (104.57)4 Arkema Sponsored ADR 5/6/2003 6/27/2006 85.56 145.19 59.6310 Avery Dennison Corp 10/22/2003 6/27/2006 504.24 579.88 75.6465 Bank of America Corp 3/5/2003 6/27/2006 1,419.86 3,079.02 1,659.1615 Bank of America Corp 3/5/2003 6/27/2006 327.66 710.97 383.3110 Bank New York Inc 4/10/2006 6/27/2006 352.41 316.99 (35.42)5 Boeing Co 1/14/2004 6/27/2006 215.02 411.53 196.5115 Capital One Finl Corp 4/28/2004 6/27/2006 1,001.48 1,286.36 284.8815 Chubb Cor 3/15/2005 6/27/2006 601.53 741.12 139.5920 Comverse Technology Inc-New 2/9/2005 6/27/2006 445.75 382.78 (62.97)5 ConocoPhillips 9/8/2005 6/27/2006 314.15 315.24 1.09Cash in Lieu - Embark 1/7/2005 6/6/2006 21.16 19.69 (1.47)Cash in Lieu - Embark 10/3/2005 6/6/2006 7.24 6.76 (0.48)

10 Echostar Commns Corp Class A 7/28/2005 6/27/2006 287.19 300.99 13.8010 Golden West Finl corp 8/4/2005 6/27/2006 650.33 723.97 73.645 Golman Sachs Group Inc 3/5/2003 6/27/2006 332.30 745.87 413.575 Halliburton Co Holidings Co 10/18/2005 6/27/2006 297.84 356.43 58.59

15 Home Depot Inc 5/18/2006 6/27/2006 580.45 546.13 (34.32)5 Intl Business Machines Corp 9/26/2001 6/27/2006 456.80 383.58 (73.22)

20 JPMorgan Chase & Co 10/16/2000 6/27/2006 778.75 828.57 49.8215 Johnson & Johnson 12/3/2003 6/27/2006 740.19 924.10 183.915 Johnson & Johnson 12/3/2003 6/27/2006 246.73 299.04 52.31



Page 10

13-6121546


Form 990-PF, Part IV

Capital Gains and Losses for Tax on Investment Income

date date total totalq uantity description purchased sold cost proceeds gain/(loss )

10 Kimberly Clark Corp 3/11/2003 6/27/2006 430.97 610.58 179.61

35 Kroger Co 3/18/2004 6/27/2006 590.09 726.57 136.48

15 Liberty Media HIdg Corp 4/17/2003 6/27/2006 245.31 257.84 12.53

5 Liberty Media Hidg Corp 4/17/2003 6/27/2006 319.02 406.83 87.81

15 Marsh & McLennan Cos Inc 4/11/2006 6/27/2006 438.72 395.38 (43.34)

10 Masco Corp De 2/27/2006 6/27/2006 314.83 289.39 (25.44)

20 McDonalds Corp 5/26/2005 6/27/2006 625.29 651.77 26.48

10 Merrill Lynch & Co 12/5/2000 6/27/2006 601.87 681.07 79.20

30 Microsoft Corp 12/17/2003 6/27/2006 811.04 689.37 (121.67)

20 Newell Rubbermaid Inc 12/17/2003 6/27/2006 438.61 515.98 77.37

45 News Corp Class B New 3/9/2005 6/27/2006 797.89 882.42 84.53

25 Nokia Corp Sponsored ADR 3/5/2003 6/27/2006 331.75 492.73 160.98

10 Novartis AG ADR 3/30/2005 6/27/2006 470.34 520.98 50.64

5 Parker-Hannifin Cop 4/11/2006 6/27/2006 393.77 378.93 (14.84)

40 Pfizer Inc 12/17/2003 6/27/2006 1,372.93 914.37 (458.56)

10 Raytheon Company New 11/8/2004 6/27/2006 377.95 442.08 64.13

20 Royal Dutch Shell Plc Adr 3/10/2004 6/27/2006 1,001.76 1,320.40 318.64

5 Royal Dutch Shell Plc Adr 3/10/2004 6/27/2006 250.44 318.49 68.05

15 St Paul Travelers Cos Inc 3/5/2003 6/27/2006 464.85 661.32 196.47

10 Sanofi-Aventis Spons ADR 417/2005 6/27/2006 437.12 461.98 24.86

20 Sempra Energy 2/24/2005 6/27/2006 792.17 879.57 87.40

40 Sprint Nextel Corp 1/7/2005 6/27/2006 859.08 783.57 (75.51)

5 Suncor Energy 7/20/2005 6/27/2006 242.37 384.18 141.81

10 Target Corp 3/13/2003 6/27/2006 281.17 490.18 209.01

10 Textron Inc 7/15/2005 6/27/2006 769.17 877.57 108.40

45 Time Warner Inc 1/30/2004 6/27/2006 786.10 769.47 (16.63)

20 Total S.A Spons ADR 5/6/2003 6/27/2006 702.31 1,244.56 542.25

15000 US Tnotes Ser D 2006 4/2/2003 6/27/2006 17,107.03 15,050.97 (2,056.06)

10 Unitedhealth Group Inc 8/17/2005 6/27/2006 513.20 443.18 (70.02)

20 Wachovia Corp 2nd New 4/3/2003 6/27/2006 708.10 1,055.76 347.66

5 Wal-Mart Stores Inc 6/14/2006 6/27/2006 237.77 240.89 3.12

10 Wellpoint Inc 8/29/2005 6/27/2006 729.90 726.57 (3.33)

15 Wells Fargo & Co New 8/25/2005 6/27/2006 892.30 981.41 89.11

54,773.69 57,763.66 2,989.97

Jul-0650 Halliburton Co Holdings Co 10/18/2005 7/14/2006 2,978.42 3,685.39 706.97

60 Kroger Co 3/18/2004 7/13/2006 1,011.58 1,303.15 291.57

20 Microsoft Crop 12/17/2003 7/24/2006 540.69 479.18 (61.51)

72 Windstream Corp 7/21/2005 7/27/2006 804.92 858.57 53.65

5,335.61 6,326.29 990.68



Page 11

13-6121546



date date total total

q uantity descri ption purchased sold cost proceeds gain/(loss )

Aug-065 Noble Corp 1/7/2005 8/15/2006 240.23 318.09 77.865 Aflac Inc 3/23/2006 8/15/2006 231.21 215.99 (15.22)

25 AT&T Inc 9/16/1998 8/15/2006 886.46 755.97 (130.49)10 Abbott Labs 10/21/2005 8/15/2006 430.90 485.08 54.18

10 Air Products & Chemicals 4/5/2005 8/15/2006 632.57 652.27 19.70

10 Alltel Corp Delaware 7/21/2005 8/15/2006 518.90 557.78 38.88

10 American Express Co 7/26/2001 8/15/2006 334.10 526.68 192.58

10 American Intl Group Inc 4/25/2002 8/15/2006 693.14 625.68 (67.46)

10 Avery Dennison Corp 10/22/2003 8/15/2006 504.24 596.48 92.24

15 Bank of America Corp 3/5/2003 8/15/2006 327.66 781.17 453.51

10 Bank New York Inc 4/10/2006 8/15/2006 352.40 342.68 (9.72)

5 Boeing Co 1/14/2004 8/15/2006 215.02 380.48 165.46

10 Chubb Cor 3/15/2005 8/15/2006 401.02 483.48 82.46

20 Comverse Technology Inc-New 2/9/2005 8/15/2006 445.75 406.18 (39.57)

5 ConocoPhillips 9/8/2005 8/15/2006 314.15 333.73 19.58

10 E I Dupont De Nemours & Co 6/27/2006 8/15/2006 409.91 397.38 (12.53)

10 Echostar Commns Corp Class A 7/28/2005 8/15/2006 287.19 329.68 42.49

10 Embarq Corp 1/7/2005 8/15/2006 437.24 444.08 6.84

10 Golden West Fini corp 8/4/2005 8/15/2006 650.33 752.97 102.64

5 Goldman Sachs Group Inc 3/5/2003 8/2/2006 332.30 748.06 415.76

5 Goldman Sachs Group Inc 3/5/2003 8/15/2006 332.30 761.72 429.42

15 Home Depot Inc 5/18/2006 8/15/2006 580.45 514.78 (65.67)

10 Intl Business Machines Corp 9/26/2001 8/15/2006 913.60 764.97 (148.63)

10 Intl Business Machines Corp 9/26/2001 8/30/2006 913.60 810.54 (103.06)

15 JPMorgan Chase & Co 10/16/2000 8/15/2006 584.06 673.17 89.11

5 Johnson & Johnson 12/3/2003 8/15/2006 246.73 320.99 74.26

5 Kimberly Clark Corp 3/11/2003 8/15/2006 215.49 306.89 91.40

20 Kroger Co 3/18/2004 8/15/2006 337.19 463.18 125.99

15 Liberty Media Hidg Corp 4/17/2003 8/15/2006 245.31 268.51 23.20

5 Liberty Media HIdg Corp 4/17/2003 8/15/2006 319.02 405.08 86.06

15 Marsh & McLennan Cos Inc 4/11/2006 8/15/2006 438.71 380.23 (58.48)

10 Masco Corp De 2/27/2006 8/15/2006 314.83 266.59 (48.24)

20 McDonalds Corp 5/26/2005 8/15/2006 625.29 707.57 82.28

10 Merrill Lynch & Co 12/5/2000 8/15/2006 601.88 740.37 138.49

25 Microsoft Corp 12/17/2003 8/15/2006 675.86 613.73 (62.13)

50 Microsoft Corp 12/17/2003 8/18/2006 1,351.73 1,285.24 (66.49)

20 Newell Rubbermaid Inc 12/17/2003 8/15/2006 438.61 529.38 90.77

40 News Corp Class B New 3/9/2005 8/15/2006 709.23 781.57 72.34

25 Nokia Corp Sponsored ADR 3/5/2003 8/15/2006 331.75 512.23 180.48

10 Novartis AG ADR 3/30/2005 8/15/2006 470.34 565.58 95.24

5 Parker-Hannifin Cop 4/11/2006 8/15/2006 393.77 360.23 (33.54)



Page 12

13-6121546



date date total totalq uantity description purchased sold cost proceeds gain/ ( loss )

55 Pfizer Inc 12/17/2003 8/1/2006 1,887.79 1,435.45 (452.34)

200 Pfizer Inc 11/21/2005 8/10/2006 4,311.68 5,168.42 856.74

5 Raytheon Company New 11/8/2004 8/15/2006 188.98 230.64 41.66

-5 Royal Dutch Shell Plc Adr 3/10/2004 8/15/2006 250.44 353.83 103.39

15 St Paul Travelers Cos Inc 3/5/2003 8/15/2006 464.85 660.57 195.72

10 Sanofi-Aventis Spons ADR 4/7/2005 8/15/2006 437.12 447.78 10.66

5 Sanofi-Aventis Spons ADR 4/7/2005 8/21/2006 218.56 224.55 5.99

15 Sempra Energy 2/24/2005 8/15/2006 594.13 706.02 111.89

40 Sprint Nextel Corp 1/7/2005 8/15/2006 859.08 655.57 (203.51)

25 Suncor Energy 7/20/2005 8/1/2006 1,211.84 2,062.18 850.34

5 Suncor Energy 7/20/2005 8/15/2006 242.37 409.68 167.31

5 Target Corp 3/13/2003 8/15/2006 140.59 241.34 100.75

10 Textron Inc 7/15/2005 8/15/2006 769.17 889.67 120.50

40 Time Warner Inc 1/30/2004 8/15/2006 698.75 643.58 (55.17)

55 Total S.A Spons ADR 5/6/2003 8/1/2006 1,931.36 3,726.37 1,795.01

10 Total S.A Spons ADR 5/6/2003 8/15/2006 351.16 684.27 333.11

10000 US Tnotes Ser D 2006 4/2/2003 8/14/2006 11,404.69 10,018.75 (1,385.94)

17000 US Tnotes Ser E 2007 2/3/2005 8/15/2006 17,366.55 16,904.38 (462.17)

10 Unitedhealth Group Inc 8/17/2005 8/15/2006 513.20 480.18 (33.02)

70 Wachovia Corp 2nd New 4/3/2003 8/3/2006 2,478.34 3,832.25 1,353.91

5 Wachovia Corp 2nd New 4/3/2003 8/15/2006 177.03 276.09 99.06

15 Wal-Mart Stores Inc 6/14/2006 8/15/2006 713.32 664.92 (48.40)

5 Wellpoint Inc' 8/29/2005 8/15/2006 364.95 374.68 9.73

30 Wells Fargo & Co New 8/25/2005 8/8/2006 1,784.60 2,163.97 379.37

15 Wells Fargo & Co New 8/25/2005 8/15/2006 446.15 526.93 80.78

69,491.17 75,948.53 6,457.36

Cash in Lieu - Liberty Media 42.04 50.15 8.11

208,647.00 223,407.99 14,760.99

THE G & R LOEB FOUNDATION, INC. 13-61215461

Statement 14

Form 990-PF, Part VII-B, Line la(4)STATEMENT REGARDING PAYMENT TO DISQUALIFIED PERSONS

THE FOUNDATION DOES NOT PAY COMPENSATION TO ANY DISQUALIFIED PERSON.

THE FOUNDATION DOES REIMBURSE SOME TRAVEL EXPENSES INCURRED BY DISQUALIFIEDPERSONS. THE TRAVEL EXPENSES WERE REASONABLE AND NECESSARY IN CARRYING

OUT THE EXEMPT PURPOSE OF THE FOUNDATION.


THE G & R LOEB FOUNDATION, INC 13-6121546

Statement 15

Form 990-PF, Part XV, Line 2a, b, d

Supplementary Information

The Loeb Awards were established in 1957 by the late Gerald Loeb to honor journalists who makesignificant contributions to the understanding of business, finance and the economy. He intended toencourage reporting on these subjects that would both inform and protect the private investor and thegeneral public.

Distinguished journalists nationwide participate . UCLA Anderson School of Management has presentedthe program since 1973 and takes great pleasure in encouraging your participation.

Loeb Foundation Officers

Judy D. Olian, Chairman, G. and R. Loeb Foundation, Inc. and Dean, UCLA AndersonRichard Rodner, President, G. and R. Loeb Foundation, Inc. and Associate Dean, Marketing andCommunications, UCLA AndersonMary Ann Lowe, Secretary and Program Manager, G. and R. Loeb Foundation, Inc. andContributing Editor and Senior Writer, Assets Magazine, UCLA Anderson

About Gerald Loeb

Gerald Loeb was a highly successful financier and founding partner of E.F. Hutton who made it hismission to educate individuals about finance, investments and economics. He first rose to prominenceduring the Great Depression, when skittish investors turned to his now-classic book "The Battle forInvestment Survival," in which he outlined his buy-and-sell strategies. Throughout his 40-year career onWall Street, Loeb continued to offer his sometimes-contrarian wisdom through his books and regularcolumns in publications such as Barron's. Loeb hoped to perpetuate quality reporting and writing forindividual investors by leaving as his legacy the Gerald Loeb Awards for Distinguished Business andFinancial Journalism.




Form 990-PF, Part XV, Line 2a,b,d


Categories

Entries may be submitted under any of the following categories:

Print Media:A. Large Newspapers : circulation of more than 400,000.

B. Medium Newspapers : circulation of between 150,000 and 400,000.

C. Small Newspapers : circulation of less than 150,000.

D. Magazines : national and regional. Articles published in magazine supplements to newspapers mustbe entered in the appropriate newspaper category.

E. Commentary: including editorials, columns and syndicated columns. Newspapers, magazines, newsservices and online media are eligible in this category.

F. Deadline Writing : exemplary coverage of a breaking news story when deadline pressure issignificant. Newspapers, magazines, news services and online media are eligible in this category.

G. Beat Writing: exemplary coverage of a beat. Explanatory journalism is highly valued Newspapers,magazines, news services and online media are eligible in this category.

H. News Services or Online Content : news or wire services or content created exclusively for online

readership.

Broadcast Media:1. Television Deadline : exemplary coverage of breaking news.

J. Television Enterprise : outstanding in-depth enterprise and investigative reporting.

Business Book:The new Business Book category honors the author(s) of the book published during the prior calendaryear that contributes most to the public's understanding of business, financial and economic issues.






Awards

The winning entry in each category receives a $2,000 honorarium. If a winning entry has more than one

contestant, they shall divide the award equally. If the final judges determine that an entry or entries not

selected for a prize in a particular category merits special recognition, the entry may be awardedhonorable mention. Honorable mentions in each category receive $500. Under certain special

circumstances, established by the final judges, a writer or entry may receive a special award.

Loeb Foundation trustees may alter the amount of a prize to accommodate entries with many writers or

broadcasters, or they may adjust the prize to other special circumstances. Award finalists will be

announced in late spring, and award winners will be announced at the banquet and presentation

ceremony in early summer.

Judging

A committee of preliminary judges, consisting of business, financial and economic journalists and

faculty members of UCLA Anderson School of Management, is assigned to each competition category.

These committees review all entries and select finalists in their category. Judges may change the

category in which an entry is submitted if, in their opinion, it more appropriately belongs in a different

category.

A diverse and distinguished panel of final judges, representing major print and broadcast outlets, meets

and selects the winner in each category from among finalists submitted by the preliminary judges. The

dean of UCLA Anderson School of Management chairs the panel.

Judging of entries is based on:

• News Value: insight, informative qualities and durability.

• Originality and/or Exclusivity: enterprise and discovery.

• Reportorial Quality: thoroughness and balance.

• Writing Quality: clarity in dealing with description, concepts, findings and complex issues.

• Analytical Value: application of current economic thinking, breadth and depth of coverage,

contribution to helping readers see complex issues in a new light.

• Production Value and Visual Impact: (broadcast media only).

Eligibility & Rules






Print Media:

I. Any writer or commercial publication may submit an entry on a subject related to business,finance and/or economics. Individual authors may submit a maximum of two entries. Authorswith joint bylines may submit a maximum of three entries. A publication is limited to threeentries per category. Consideration is limited to articles published in the United States in theprevious calendar year.

2. Each entry shall consist of no more than seven stories , including sidebars . An entry may beone to seven articles on a particular subject. Supplemental (unpublished) material will not beaccepted.

3. For the Deadline Writing and Beat Writing categories, articles are not necessarily limited to asingle event.

4. Each entry must include a mounted original tear sheet (see #5), where applicable, and six copies- for a total of seven copies, each with a completed entry form copy and a cover letter copy.Entries with more than one story must be preassembled in the order in which they should beread. Originals or their equivalent must not be bound, but the six copies may be placed in reportcovers if they he flat and are compact (no plastic sheet covers).

5. Please submit copies in standard 8 1/2" x 11" letter size format only. Larger entries will not beaccepted. Entrants should cut up a tear sheet of the article into columns, paste them in order onto8 1/2" x 11" paper and then make the six additional copies. Photo-reduced entries will not beaccepted.

Broadcast Media:

1. Any program or series is eligible, covering a single topic or subject (15-minute length limitationper segment), broadcast in the United States in the previous calendar year. If your entry is longer

than the 15-minute limit, you may follow your edited highlights with the entire program on thesame videocassette.

2. DVD format is preferred, but VHS videocassettes are accepted. Entries must be submitted on asingle DVD or VHS videocassette. Seven copies must be submitted, each with a copy of the

completed entry form, the cover letter and a complete written transcript.3. Teams may submit an entry but must state clearly on the entry form the names of all participants

to be considered for the award. (Please limit to approximately five main contributors.)






Business Books :

On a separate sheet of paper, please type or print the title and author(s) of the book(s) to nominate andname, title, organization, address, telephone, fax and e-mail. Nominators may nominate up to threebooks per year. No fee is required. Nominees are screened by a preliminary judging panel, finalists arereviewed by the final judges and a winner is selected.

Entry Information

Entry Fee

Each entry must be accompanied by an entry fee payable to the G. and R. Loeb Foundation. Multipleentry fees may be submitted on one check.

Print : $75 per entry for all categories except Small Newspapers

$50 per entry for Small Newspaper submissions

Broadcast: $100 per entry for television categories

Deadline

All entries must be postmarked no later than January 30, 2006.

The Gerald Loeb AwardsMary Ann Lowe , Program ManagerUCLA Anderson School of Management110 Westwood PlazaMullin Mgmt . Commons, Suite F-321 BLos Angeles , CA 90095-1481

Tel: (310) 206-1877Fax: (310) 825-4479

E-mail: [email protected]



Statement 16

Form 990-PF, Part XV, Line 3a

Supplementary Information -Grants and Contributions Paid During the Year

Date Issued Award Reci pient Address City St. Zip Amount06/20/06 Frank Bass 2021 K Street NW Washington DC 20006 $ 666.6706/20/06 Dirk Lammers 1516 S. Raymond Circle Sioux Falls SD 57106 666.6706/20/06 Larry Margasak 10306 Brunswick Ave. Silver Spring MD 20902 666.66

06/20/06 Ann Hardie 2617 Ellwood Drive, NE Atlanta GA 30305 666.67

06/20/06 Alan Judd 408 Windsor Drive Marietta GA 30064 666.66

06/20/06 Carrie Teegardin 451 Park Ave. SE Atlanta GA 30312 666.67

06/20/06 Joshua Boak 5725 Tibaron Lane Apt. 107 Toledo OH 43615 400.0006/20/06 James Drew 2265 Arlington Ave. Upper Arlington OH 43221 400.0006/20/06 Steve Eder 5779 Beauchamp Place West Bloomfield Ml 48322 400.0006/20/06 Christopher

Kirkpatrick 745 Washington St. 308 Toledo OH 43604 400.0006/20/06 Mike Wilkinson 221 Meadowwood Drive Toledo OH 43606 400.00

06/20/06 Carol Loomis 32 Bonnie Briar Lane Larchmont NY 10538 2,000.00

06/20/06 Christina Gostomski 101 W. Forrest Ave. Shrewsbury PA 17361 1,000.00

06/20/06 Sam Kennedy 381 Barrett Rd. Emmaus PA 18049 1,000.00

06/20/06 Doug Adams 30 Rockefeller Plaza New York NY 10011 105.27

06/20/06 Liz Brown 30 Rockefeller Plaza New York NY 10011 105.27

06/20/06 Rick Brown 222 Pennellville Road Brunswick ME 04011 105.26

06/20/06 Richard Dubroff 137 West Lafayette Avenue Baltimore MD 21217 105.2606/20/06 Katie Ernst 30 Rockefeller Plaza New York NY 10011 105.26

06/20/06 Mario Garcia 599 West End Ave. New York NY 10024 105.26

06/20/06 Sharon Hoffman 30 Rockefeller Plaza New York NY 10011 105.2606/20/06 Joo Lee 308 W. 82nd St. #5C New York NY 10024 105.2706/20/06 Genevieve

MichelBryan 30 Rockefeller Plaza New York NY 10011 105.26

06/20/06 Albert Oetgen 30 Rockefeller Plaza New York NY 10011 105.26

06/20/06 Meaghan Rady 30 Rockefeller Plaza New York NY 10011 105.26

06/20/06 John Reiss 30 Rockefeller Plaza New York NY 10011 105.26

06/20/06 Chuck Schaeffer 44 West 76th #1 New York NY 10023 105.26

06/20/06 Chris Scholl 30 Rockefeller Plaza New York NY 10011 105.26

06/20/06 Carl Sears 30 Rockefeller Plaza New York NY 10011 105.27

06/20/06 Jill Silvestri 30 Rockefeller Plaza New York NY 10011 105.26

06/20/06 Doug Stoddart 30 Rockefeller Plaza New York NY 10011 105.26

06/20/06 Anne Thompson 30 Rockefeller Plaza New York NY 10011 105.27

06/20/06 Kelly Venardos 659 Valley Rd., D-1 Upper Montclair NJ 07043 105.27

06/20/06 Michele Besso 1533 Elk Way Bear DE 19701 200.00

06/20/06 Peter Bothum 205 Arrowwood Drive Newark DE 19713 200.00

06/20/06 Robin Brown 950 W. Basin Street New Castle DE 19720 200.00

06/20/06 Steven Church 2315 N. Franklin St. Wilmington DE 19802 200.00

06/20/06 Ted Griffith 2212 Amhurst Road Wilmington DE 19803 200.00

06/20/06 Maureen Milford 125 Edgewood Road Wilmington DE 19803 200.00

06/20/06 Jeff Montgomery 950 W. Basin Street New Castle DE 19720 200.00

06/20/06 Gary Soulsman 950 W. Basin Street New Castle DE 19720 200.00

06/20/06 Luladey Tadesse 325 Dartmouth Ave, Apt L-1 Swarthmore PA 19081 200.00

06/20/06 Christopher Yasiejko 816 S. Mildred St. Philadelphia PA 19147 200.00




Form 990-PF, Part XV, Line 3a

Supplementary Information -Grants and Contributions Paid During the Year

Date Issued Award Reci pient Address city St. Zi p Amount

06/20/06 Joanne ElgartJennings 39 Linda Street San Francisco CA 94110 400.00

06/20/06 Jeffrey Klein 2700 S. Quincy Street Suite 250 Arlington VA 22206 400.00

06/20/06 Jacob Klein 243 East 18th St. #7 New York NY 10003 400.00

06/20/06 Lee Koromvokis 180 Beverly Road Mount Kisco NY 10549 400.00

06/20/06 Paul Solman 69 Kingswood Rd. Auburndale MA 02466 400.00

06/20/06 David Heath 8026 NE 152nd Ct. Kenmore WA 98028 250.00

06/20/06 Luke Timmerman 410 W. Roy St. #E208 Seattle WA 98119 250.00

06/20/06 James B. Stewart 50 West 29th Street, #7W New York NY 10001 2,000.00

06/20/06 Geeta Anand 517 2nd Ave. Apt 3 New York NY 10016 2,000.00

06/20/06 Robert Pollock 58 West 67th Street Apt #4C New York NY 10023 2,000.00

06/20/06 Steven Pearlstein 3319 Newark St, NW Washington D.C. 20008 2,000.00

06/20/06 Byron Harris 606 Young Street Dallas TX 75202 166.67

06/20/06 Kraig Kirchem 606 Young Street Dallas TX 75202 166.67

06/20/06 Mark Smith 606 Young Street Dallas TX 75202 166.66

$ 25,000. 00

None of the above recipients a re related to The G&R Loeb Foundation.

The purpose for all of the above grants were in recognition for distinguished business and financial journalism.

" Il868 (Rev. 12-2006) Page 2

• If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part 11 and check this box . . ►Note . Only corttplete Part ll if you have already been granted an automatic 3-month extension on a previously filed Form 8868.

• If you are filing for an Automatic 3-Month Extension , complete only Part I (on page 1).

Additional (not automatic) 3-Month Extension of Time. You must file original and one copy .

Type or Name of Exempt Organization r >: Employer identification number

print THE G&R LOEB FOUNDARON, INC. 13 6121546

File by the Number, street, and room or suite no. If a P.O. box, see instructions . For IRS use onlyextendedduee date for 110 WESTWOOD PLAZA F412 '• « '`Bong the City, town or post office, state, and ZIP code. For a foreign address, see Instructions .

t'yreturn . Seeinstructions. LOS ANGELES, CA 90095-1481 .__r i <<• . .

Check type of return to be filed (File a separate application for each return):

q Form 990 3q Form 990-PF q Form 1041-A q Form 6069

q Form 990-BL q Form 990-T (sec. 401(a) or 408(a) trust) q Form 4720 q Form 8870

q Form 990-EZ q Form 990-T (trust other than above) q Form 5227

STOP! Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.

• The books are in the care of 10. ANDREA RADER......... . ---•-•---------------------•------------•-----....Telephone No. ► (....310 ) ..... 206-2224 ... FAX No. Do- (.......... ^ ..............................

• If the organization does not have an office or place of business in the United States, check this box . . . . . . ► q--- ------------------------

• If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this is

for the whole group, check this box ...... ► q . If it is for part of the group, check this box...... ► q and attach a

list with the names and EINs of all members the extension is for.

4 I request an additional 3-month extension of time until ...................815.................. , 20.?...

5 For calendar year ........ or other tax year beginning ........... 0/-.......... , 20--5.., and ending ----------9/30 , 20 06

6 If this tax year is for less than 12 months, check reason: q Initial return q Final return q Change in accounting period

7 State in detail why you need the extension ACCOUNTING BOOKS AND RECORDS FOR.TWELVE MONTHS ENDED.__

9/30/06 HAVE NOT BEEN COMPLETED YET.

8a If this application is for Form 990-BL, 990-PF , 990-T, 4720, or 6069 , enter the tentative tax,

less any nonrefundable credits . See instructions. 8a 0

b If this application is for Form 990-PF , 990-T, 4720, or 6069 , enter any refundable credits andestimated tax payments made . Include any prior year overpayment allowed as a credit and any

amount paid previously with Form 8868. 8b 526

c Balance Due. Subtract line 8b from line 8a. Include your payment with this form, or, if required , depositwith FTD coupon or, if required , by using EFTPS (Electronic Federal Tax Payment System) . See instructions. 8c $ 0

Signature and VerificationUnder penalties of perjury , I declar that have examined this form, including accompanying schedules and statements , and to the best of my knowledge a belief,

it is true , correct , and comp to t t I am tf^orlaed to prepare this form.

Signature ► Title ► C / / Date ► ^`I

Notice to Applicant. (To Be Completed by the IRS)

q We have approved this application . Please attach this form to the organization 's return.

q We have not approved this application . However, we have granted a 10-day grace period from the later of the date shown below or the duedate of the organization's return (including any prior extensions). This grace period is considered to be a valid extension of time for electionsotherwise required to be made on a timely return . Please attach this form to the organization ' s return.

q We have not approved this application . After considering the reasons stated in item 7 , we cannot grant your request for an extension of timeto file . We are not granting a 10-day grace period.

q We cannot consider this application because it was filed after the extended due date of the return for which an extension was requested.

q Other ..........................................................................................................................................

By-Director Date

Alternate Mailing Address . Enter the address if you want the copy of this application for an additional 3-month extension

returned to an address different than the one entered above.

Name

KAO & KAO, C. P. A. s

Type or Number and street (Include suite , room, or apt. no.) or a P.O. box number

print 1848 LINCOLN BLVD., #200

City or town , province or state, and country (including postal or ZIP code)

SANTA MONICA, CA 90404

Form 8868 (Rev. 12-2006)

ror 8868 Application for Extension of Time To File an(Rev December 2006) Exempt Organization Return OMB No 1545-1709

Department of the Treasury' ► File a separate application for each return.Internal Revenue Service

• If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box . . . . . . . . ►• If you are filing for an Additional (not automatic) 3-Month Extension , complete only Part II (on page 2 of this form).

Do not complete Part 11 unless you have already been granted an automatic 3-month extension on a previous ly filed Form 8868.

Automatic 3-Month Extension of Time. Only submit original (no copies needed).

Section 501 (c)(3) corporations required to file Form 990-T and requesting an automatic 6-month extension-check this boxand complete Part I only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► q

All other corporations (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension oftime to file income tax returns.

Electronic Filing (e-file). Generally, you can electronically file Form 8868 if you want a 3-month automatic extension of time to fileone of the returns noted below (6 months for section 501(c)(3) corporations required to file Form 990-T). However, you cannot fileForm 8868 electronically if (1) you want the additional (not automatic) 3-month extension or (2) you file Forms 990-BL, 6069, or 8870,group returns, or a composite or consolidated Form 990-T. Instead, you must submit the fully completed and signed page 2 (Part II)of Form 8868. For more details on the electronic filing of this form, visit www.irs.gov/efile and click on e-file for Charities & Nonprofits.

Type or

print

File by thedue date forfiling yourreturn Seeinstructions

Name of Exempt Organization


Number , street , and room or suite no If a P.O. box, see instructions.

110 WESTWOOD PLAZA F412

Employer Identification number

13 6121546

City, town or post office , state, and ZIP code . For a foreign address , see instructions.

LOS ANGELES, CA 90095-1481

Check type of return to be filed (file a separate application for each return):

q Form 990 q Form 990-T (corporation) q Form 4720

q Form 990-BL q Form 990-T (sec. 401(a) or 408(a) trust) q Form 5227

q Form 990-EZ q Form 990-T (trust other than above) q Form 6069

3q Form 990-PF q Form 1041-A q Form 8870

• The books are in the care of ► ANDREA RADER

Telephone No. ► (--310

-- ) ---------206.2224 --------- FAX No. ► ............ ................

• If the organization does not have an office or place of business in the United States, check this box . . . . . . ► q

• If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this isfor the whole group, check this box ...... ► q . If it is for part of the group, check this box ...... ► q and attacha list with the names and'EINs of all members the extension will cover.

1 I request an automatic 3-month (6 months for a section 501(c)(3) corporation required to file Form 990-T) extension of time

until ......... 5/15. .. ...... , 20.0-7., to file the exempt organization return for the organization named above. The extension is

for the organization's return for:► q calendar year 20 ....... or

► 3q tax year beginning _____________ 1. 0/0.1.............. . 20 Q5, and ending ............... 9/30............... , 2096.

2 If this tax year is for less than 12 months, check reason: q Initial return q Final return q Change in accounting period

3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax,

less any nonrefundable credits. See instructions.

b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax

payments made. Include any prior year overpayment allowed as a credit. 3b $ 526

c Balance Due. Subtract line 3b from line 3a. Include your payment with this form, or, if required,deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax PaymentSyste m). See instructions. 3c $

Caution. If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO

for payment instructions.

For Privacy Act and Paperwork Reduction Act Notice, see Instructions . Cat No 27916D Form 8868 (Rev 12-2006)

treatedasa private foundation 2005990s.foundationcenter.org/990pf_pdf_archive/136/... · form...

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