2020-11-12T14:15:00-06:00 2019-12-31 952483169 JESS S MORGAN & COMPANY INC 5900 WILSHIRE BLVD SUITE 2300 LOS ANGELES CA 90036 990PF 2019-01-01 954279684 THE JESS AND PALMA MORGAN FOUNDATION JESS 3236342400 5900 WILSHIRE BOULEVARD SUITE 2300 LOS ANGELES CA 90036 SUSAN J OLLWEILER SECRETARY 3236342400 2020-11-12 1 TIMOTHY D BODNER P00396713 3236342400 38.88.179.84 2020-11-12 12:13:45 PS P DD997C922A7DE4FA3501CAC6DCB263E2143A73B5 419620BDF1CB4CA232E4BC8681C9FCE6D0F7490B 2019 2021-04-22 16:20:28Z X 6830823 X 5285034 769 765 20013 18354 4636 125850 4636 349 349 5310801 24104 0 0 0 1046 0 0 25000 0 0 14631 8377 0 187 0 0 15786 0 0 56650 8377 0 0 0 56650 8377 0 5254151 15727 1445 5818 5818 27264 85961 85961 403059 2025371 3186809 0 3575748 3552235 431768 5692898 6830823 0 0 X 0 0 0 0 431768 5692898 431768 5692898 431768 5692898 431768 5254151 6979 5692898 0 5692898 SALE OF PUBLICLY TRADED SECURITIES P 97370 112864 -15494 -15494 SALE OF PUBLICLY TRADED SECURITIES P 11920 8350 3570 3570 K-1 MORGAN INVESTORS VII D 222 222 222 K-1 TRITON PACIFIC I & G FUND I (Q), LP D 13456 13456 13456 CAPITAL GAINS DIVIDENDS P 2882 2882 2882 4636 0 0 500760 0.000000 0 351122 0.000000 1000 300261 0.003330 2500 222388 0.011242 70000 144356 0.484912 0.499484 0.099897 1569644 156803 157 156960 0 315 0 315 0 315 4000 0 0 4000 0 3685 3685 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JESS S MORGAN COMPANY INC 3236342400 5900 WILSHIRE BLVD SUITE 2300 LOS ANGELES CA 900363697 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY LEVENSTEIN 5900 WILSHIRE BLVD 2300 LOS ANGELES CA 90036 PRESIDENT & DIRECTOR 0.00 0 0 0 SUSAN J OLLWEILER 5900 WILSHIRE BLVD 2300 LOS ANGELES CA 90036 SECRETARY 0.00 0 0 0 GENE TORNCELLO 5900 WILSHIRE BLVD 2300 LOS ANGELES CA 90036 VICE PRESIDENT & DIRECTOR 0.00 0 0 0 TIMOTHY D BODNER 5900 WILSHIRE BLVD 2300 LOS ANGELES CA 90036 CHIEF FINANCIAL OFFICER 0.00 0 0 0 PAM BALDONADO 5900 WILSHIRE BLVD 2300 LOS ANGELES CA 90036 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1042727 63502 487318 1593547 0 0 1593547 23903 1569644 78482 78482 315 315 78167 0 78167 0 78167 0 0 0 0 0 78167 0 0 62893 62893 0 0 0 0 0 0 62893 62893 0 0 0 0 0 15274 0 0 0 SUSAN J OLLWEILER 5900 WILSHIRE BLVD SUITE 2300 LOS ANGELES CA 90036 3236342400 APPLICATIONS SHOULD BE IN WRITING AND MUST INCLUDE A DESCRIPTION OF CHARITABLE PURPOSE. ADDITIONALLY, PLEASE INCLUDE THE MOST RECENT FORM 990/ 990PF, BUDGET, 501(C)(3) LETTER AND LIST OF MAJOR CONTRIBUTORS. AUGUST 1ST OF EACH YEAR NONE 0 STANDFORD GRADUATE SCHOOL OF BUSINESS 326 GALVEZ STREET PALO ALTO CA 943056105 NONE PUBLIC CHARITY GENERAL 50000 USC - MARSHALL SCHOOL OF BUSINESS 3551 TROUSDALE PKWY LOS ANGELES CA 900898201 NONE PUBLIC CHARITY GENERAL 20000 70000 14 769 14 20013 16 349 18 4636 0 25767 0 25767 0 0 0 0 0 0 0 0 0 0 X X 1 PALMA S MORGAN 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 782157 X 2 PALMA S MORGAN 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 31681 X 3 PALMA S MORGAN 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 8316 X 4 PALMA S MORGAN 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 29195 X 5 PALMA S MORGAN 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 233789 X 6 MORGAN BYPASS TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 200000 X 7 MORGAN BYPASS TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 100000 X 8 MORGAN BYPASS TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 125000 X 9 MORGAN BYPASS TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 556250 X 10 MORGAN BYPASS TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 539500 X 11 MORGAN BYPASS TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 138162 X 12 PALMA S MORGAN 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 10765 X 13 MORGAN BYPASS TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 36503 X 14 MORGAN BYPASS TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 884804 X 15 MORGAN LIVING TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 200000 X 16 MORGAN LIVING TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 50000 X 17 MORGAN LIVING TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 125000 X 18 MORGAN LIVING TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 556250 X 19 MORGAN LIVING TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 539500 X 20 MORGAN LIVING TRUST 5900 WILSHIRE BOULEVARD 2300 LOS ANGELES CA 90036 138162 X 2 MORGAN INVESTORS III PARTNERSHIP INTEREST 31681 2019-12-31 3 MORGAN INVESTORS IV PARTNERSHIP INTEREST 8316 2019-12-31 4 MORGAN INVESTORS VIII PARTNERSHIP INTEREST 29195 2019-12-31 5 MORGAN INVESTORS X PARTNERSHIP INTEREST 233789 2019-12-31 6 PINTL REAL ESTATE FUND IV, LLC PARTNERSHIP INTEREST 200000 2019-12-31 7 PINTL-730 DORAN, LLC PARTNERSHIP INTEREST 100000 2019-12-31 8 PINTL-2841 MONTROSE, LLC PARTNERSHIP INTEREST 125000 2019-12-31 9 WARD INDUSTRIAL PARK, LLC PARTNERSHIP INTEREST 556250 2019-12-31 10 CALABASAS MEDICAL CENTER, LLC PARTNERSHIP INTEREST 539500 2019-12-31 11 5955 DE SOTO, LLC PARTNERSHIP INTEREST 138162 2019-12-31 12 TRITON PACIFIC I & G FUND I (Q), LP PARTNERSHIP INTEREST 10765 2019-12-31 14 COMMON STOCK AND RIGHTS 884804 2019-12-18 15 PINTL REAL ESTATE FUND IV, LLC PARTNERSHIP INTEREST 200000 2019-12-31 16 PINTL-730 DORAN, LLC PARTNERSHIP INTEREST 50000 2019-12-31 17 PIINTL-2841 MONTROSE, LLC PARTNERSHIP INTEREST 125000 2019-12-31 18 WARD INDUSTRIAL PARK, LLC PARTNERSHIP INTEREST 556250 2019-12-31 19 CALABASAS MEDICAL CENTER, LLC PARTNERSHIP INTEREST 539500 2019-12-31 20 5955 DE SOTO, LLC PARTNERSHIP INTEREST 138162 2019-12-31 BUSINESS MANAGEMENT FEES 25000 0 0 CORPORATE STOCK 2025371 3186809 LEGAL FEES AND EXPENSES 1046 0 0 PARTNERSHIPS AND JOINT VENTURES 0 3575748 3552235 OFFICE SUPPLIES & MISCELLANEOUS 172 0 0 INSURANCE 850 0 0 K-1 WARD INDUSTRIAL PARK, LLC 10489 0 0 K-1 5955 DE SOTO, LLC 584 0 0 K-1 TRITON PACIFIC I & G FUND I (Q), LP 3691 0 0 K-1 CALABASAS MEDICAL CENTER, LLC 349 349 349 RETURN OF CAPITAL ADJUSTMENTS 296 PAYMENT OF FEDERAL TAXES 3549 OTHER ADJUSTMENTS 3134 INVESTMENT ADVISORY FEES 8377 8377 0 K-1 MORGAN INVESTORS VIII-OTHER DEDUCTIONS 49 0 0 K-1 WARD INDUSTRIAL PARK, LC 4904 0 0 K-1 5955 DE STO, LLC 1301 0 0 FRANCHISE TAX BOARD 10 0 0 FOREIGN TAXES 177 0 0