2021-11-15T17:19:47-06:00 2020-12-31 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990PF 2020-01-01 770360079 THE GUZIK FOUNDATION GUZI 6506258000 2443 WYANDOTTE STREET MOUNTAIN VIEW CA 94043 NAHUM GUZIK OFFICER 6508458100 2021-11-15 1 NAHUM GUZIK 999009999 SANGINI GOENKA P01061662 6508458100 2021-11-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 81125479 X X 438178 438178 544141 446412 3037889 47596483 3037889 7977 7977 4028185 3930456 0 0 0 22263 0 0 63200 5000 31600 334686 334686 0 46232 1222 0 60 0 0 466441 340908 31600 3374676 3374676 3841117 340908 3406276 187068 3589548 1424748 925771 925771 15047019 18381405 18381405 51168283 52525021 52525021 8077670 9293282 9293282 75717720 81125479 81125479 565 20365 565 20365 X 75717155 81105114 75717155 81105114 75717720 81125479 75717155 187068 5200891 81105114 0 81105114 SALE OF PUBLICLY TRADED SECURITIES P 47505141 44558594 2946547 2946547 CAPITAL GAINS DIVIDENDS P 91342 91342 91342 3037889 49895 0 49895 0 49895 109636 0 0 0 109636 0 59741 59741 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 1 1 N/A NAHUM GUZIK 6506254256 2443 WYANDOTTE STREET MOUNTAIN VIEW CA 94043 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 NAHUM GUZIK 2443 WYANDOTTE MOUNTAIN VIEW CA 94043 PRESIDENT 2.00 0 0 0 KIRA MAKAGON 2443 WYANDOTTE MOUNTAIN VIEW CA 94043 SECRETARY 0.00 0 0 0 BAOMAI TRUONG 2443 WYANDOTTE MOUNTAIN VIEW CA 94043 CHIEF FINANCIAL OFFICER 0.00 0 0 0 NONE 0 NONE 0 0 48167917 24394466 0 72562383 0 0 72562383 1088436 71473947 3573697 3573697 49895 49895 3523802 0 3523802 0 3523802 3406276 0 3406276 0 3406276 3523802 3210322 0 0 3406276 3210322 0 0 195954 0 0 0 0 0 0 0 0 3327848 0 0 0 NAHUM GUZIK X CHABAD OF SAN FRANCISCO 496 NATOMA ST SAN FRANCISCO CA 94103 PUBLIC CHARITY JEWISH EDUCATION 5000 CHABAD HOUSE OF CALIFORNIA 741 GAYLEY AVE LOS ANGELES CA 90024 PUBLIC CHARITY JEWISH EDUCATION - MUSIC & ARTS 50000 CHABAD OF GREATER SOUTH BAY 3070 LOUIS RD PALO ALTO CA 94303 PUBLIC CHARITY JEWISH EDUCATION 5000 CHABAD OF SAN JOSE 15405 LOS GATOS BLVD STE 204 LOS GATOS CA 95032 PUBLIC CHARITY JEWISH EDUCATION 5000 SAN FRANCISCO SYMPHONY 201 VAN NESS AVE SAN FRANCISCO CA 94102 PUBLIC CHARITY PERFORMING ARTS 40000 RUSSIAN JEWISH COMMUNITY SF 1801 BALBOA ST SAN FRANCISCO CA 94121 PUBLIC CHARITY EDUCATION - JEWISH IMMIGRANT SUPPORT 10000 JOSEPH BRODSKY MEMORIAL FELLOWSHIP FUND 107 BANK ST NEW YORK NY 10014 PUBLIC CHARITY EDUCATION 15000 CHABAD JEWISH STUDENT CENTER 1142 KING ST SANTA CRUZ CA 95060 PUBLIC CHARITY JEWISH EDUCATION AND PEOPLEHOOD 50000 SAN FRANCISCO BALLET 455 FRANKLIN ST SAN FRANCISCO CA 94102 PUBLIC CHARITY PERFORMING ARTS 15000 THEATERGAMES PRODUCTIONS 535 ALMA ST PALO ALTO CA 94301 PUBLIC CHARITY PERFORMING ARTS 15000 THE CHP 11-99 FOUNDATION 2244 N STATE COLLEGE BLVD FULLERTON CA 94105 PUBLIC CHARITY EDUCATION 5000 COMPUTER HISTORY MUSEUM 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 PUBLIC CHARITY EDUCATION - HISTORY 10000 BAYER BALLET COMPANY 2028 OLD MIDDLEFIELD WAY MOUNTAIN VIEW CA 94043 PUBLIC CHARITY PERFORMING ARTS 50000 RUSSIAN CENTER OF SF 2450 SUTTER ST SAN FRANCISCO CA 94115 PUBLIC CHARITY PERFORMING ARTS- RUSSIAN FESTIVAL 10000 ACHIEVEKIDS 3860 MIDDLEFIELD RD PALO ALTO CA 94303 PUBLIC CHARITY EDUCATION - HELPING KIDS WITH DEVELOPMENTAL AND MENTAL CHALLENGES 25000 CHAMBER MUSIC SAN FRANCISCO 2028 OLD MIDDLEFIELD WAY MOUNTAIN VIEW CA 94043 PUBLIC CHARITY PERFORMING ARTS 25000 SOUND WAYS 1087 BEACON ST SUITE 3030 NEWTON MA 02459 PUBLIC CHARITY EDUCATION 10200 LEONARDO GUREVICH 30 CAMPUS RD ANNANDALEONHUDSON NY 12504 NONE INDIVIDUAL EDUCATION - BARD COLLEGE 19549 ANDREI ROMANOV 55 W 13TH ST NEW YORK NY 10011 NONE INDIVIDUAL EDUCATION - MANNES SCHOOL OF MUSIC 13409 ARSENY GUZEV 11021 EAST BLVD CLEVELAND OH 44106 NONE INDIVIDUAL EDUCATION - CLEVELAND INSTITUTE OF MUSIC 10240 GUZIK CHARITABLE FUND - NATIONAL PHILANTHROPIC TRUST (UBS DONOR ADVISED FD) 555 CALIFORNIA ST STE 3200 SAN FRANCISCO CA 94104 PUBLIC CHARITY PHILANTHROPY - CHARITABLE PURPOSES UNDER SECTION 170(C)(2)(B)11,750 SHS KOD 1650170 UCSF FOUNDATION 220 MONTGOMERY STREET 5TH FLOOR SAN FRANCISCO CA 94104 PUBLIC CHARITY RESEARCH - DEPARTMENT OF ORTHOPAEDIC SURGERY SPINE CENTER'S CLINICAL RESEARCH2,692 SHS KOD 335773 SUTTER BAY MEDICAL FOUNDATION (PAMF) 2734 EL CAMINO REAL SANTA CLARA CA 95051 PUBLIC CHARITY HEALTH EDUCATION - CENTER OF ADVANCEMENT OF GERIATRICS AND PALLIATIVE CARE8,020 SHS KOD 1000335 3374676 0 14 438178 14 544141 14 7977 18 3037889 0 4028185 0 4028185 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 63200 5000 31600 SECTION 4942(H)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSTHE GUZIK FOUNDATIONFEIN: 77-0360079 2443 WYANDOTTE STREETMOUNTAIN VIEW, CALIFORNIA 94043TAX YEAR ENDING 2019PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 2017, IN THE AMOUNT OF $932,435. UBS #10603 1582839 1582839 UBS #10604 7710443 7710443 UBS #09756 14125043 14125043 UBS #10600 4737380 4737380 UBS #10601 5317775 5317775 UBS #10603 9334395 9334395 UBS #10605 11395461 11395461 UBS #12590 2910938 2910938 UBS #13379 4704029 4704029 LEGAL FEES 22263 0 0 MISCELLANEOUS EXPENSES 60 0 0 UBS #10603 7822 7822 7822 SEC V MOZILO FAIR FUND 29 29 29 PERSHING BANK OF NEW YORK 126 126 126 UNREALIZED GAIN/LOSS ON INVESTMENT 5200891 UNREALIZED EXCHANGE GAIN/LOSS 565 565 DUE TO NAHUM GUZIK 0 19800 INVESTMENT MANAGEMENT FEES 334686 334686 0 FOREIGN TAXES 1222 1222 0 FEDERAL TAX 45000 0 0 STATE TAX 10 0 0