2017-11-14T15:50:42-06:00 2016-12-31 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990PF 2016-01-01 954560243 FOUNDATION FOR GLOBAL SPORTS DEVELOPMENT FOUN 2138302020 333 S HOPE STREET FL 48 LOS ANGELES CA 90071 STEVEN UNGERLEIDER CEO 2138302020 2017-11-13 1 LIZBETH G NEVAREZ P01399868 3108731600 38.186.35.254 2017-11-13 12:07:07 PS P F9C10BE61D25E315D3C70BCF97B7FFDFBFC33783 22D2FEA16847D92F768293CC83162428EE479A4B 2016 2017-02-10 21:41:12Z X 30594254 X 53000 453572 453572 453572 2675413 10546455 2870219 0 1736 0 1736 3183721 3323791 455308 10540 0 0 10540 367203 0 0 367203 76327 0 0 76327 309256 0 0 309256 24200 12100 0 12100 280247 270130 270130 10117 78154 11860 11860 0 48401 0 0 48401 144361 0 0 144361 766 0 0 766 1969412 0 0 1969412 3308867 294090 281990 2948483 1475280 1899382 4784147 294090 281990 4847865 -1600426 3029701 173318 1053039 1763211 1763211 29843507 28831043 28831043 30896546 30594254 30594254 19760 29711 1839422 1133422 1859182 1163133 X 28962364 29356121 75000 75000 29037364 29431121 30896546 30594254 29037364 -1600426 1994183 29431121 0 29431121 NEUBERGER BERMAN - SALE OF SECURITIES P 2016-01-01 2016-12-31 2625620 2348097 277523 277523 GREENHAVEN - SALE OF SECURITIES P 2016-01-01 2016-12-31 4094268 2228432 1865836 1865836 FIRST MANHATTAN - SALE OF SECURITIES P 2016-01-01 2016-12-31 3584961 2940246 644715 644715 PERSHING - SALE OF SECURITIES P 2016-01-01 2016-12-31 174204 159461 14743 14743 CAPITAL GAINS DIVIDENDS P 67402 67402 67402 2870219 0 0 3931024 32782112 0.119914 3878870 36553116 0.106116 1959662 33930122 0.057756 1764013 30687745 0.057483 1194344 27270993 0.043795 0.385064 0.077013 28133200 2166622 30297 2196919 4847865 X 30297 0 30297 0 30297 58592 35000 93592 X 63295 63295 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 GLOBALSPORTSDEVELOPMENT.ORG MELANIE RAFFLE 2138302020 C/O 333 SOUTH HOPE ST 48TH FL LOS ANGELES CA 90071 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 STEVEN UNGERLEIDER C/O 333 SOUTH HOPE ST 48TH FLOOR LOS ANGELES CA 90071 CHAIR OF THE BOARD/CEO 20.00 0 0 0 DAVID ULICH C/O 333 SOUTH HOPE ST 48TH FLOOR LOS ANGELES CA 90071 PRESIDENT/BOARD MEMBER 25.00 10540 0 0 STEVE BAUM C/O 333 SOUTH HOPE ST 48TH FLOOR LOS ANGELES CA 90071 TREASURER/SECRETARY/BOARD 5.00 0 0 0 MELANIE RAFFLE 333 S HOPE STREET FL 48 LOS ANGELES CA 90071 CHIEF OPERATING OFFI 55.00 215000 0 0 LYDIA LUSK 333 S HOPE STREET FL 48 LOS ANGELES CA 90071 VP OF COMMUNICATIONS 40.00 95000 480 0 0 SHEPPARD MULLIN RICHTER & HAMPTON LLP 333 S HOPE ST 43RD FLOOR LOS ANGELES CA 90071 LEGAL 889304 M&C MEDIA LLC 13313 DREW LANE POTOMAC MD 20854 CONSULTING ON DOCUMENTARY FILMS 165459 GREENHAVEN FUNDS 1290 BROADWAY STE 1100 DENVER CO 80203 INVESTMENT 100828 CRISMAN FILMS BOX 2249 KETCHUM ID 83340 MUNICH '72 AND BEYOND DIRECTOR 100649 NEUBERGER BERMAN LLC 605 THIRD AVENUE NEW YORK NY 101583698 INVESTMENT 88176 1 MUNICH MEMORIAL PROJECTIN 2015, THE FOUNDATION PROVIDED FINANCIAL SUPPORT TO THE MUNICH MEMORIAL PROJECT WHICH WILL SERVE AS A TRIBUTE TO THE FALLEN ISRAELI OLYMPIC TEAM WHILE ALSO PROMOTING A DEEPER UNDERSTANDING OF THE TRAGIC EVENTS THAT TRANSPIRED DURING THE MUNICH 1972 SUMMER OLYMPIC GAMES. THE MUNICH MEMORIAL PROJECT INSPIRED THE FORMATION IN 2015 OF SIDEWINDER FILMS, LLC AND THE CREATION OF THE "MUNICH '72 AND BEYOND" FILM PROJECT IN FURTHERANCE OF TAX-EXEMPT CHARITABLE PURPOSES. THE EDUCATIONAL FILM CAPTURES THE STORY OF THE MEMORIAL'S CONSTRUCTION INCLUDING THE SIGNIFICANCE OF THE TERRORIST ATTACK, WHY AND HOW THE ATTACK HAPPENED, ITS AFTERMATH, AND ITS IMPORTANCE IN 2015 AND BEYOND. THE FOUNDATION IS THE SOLE MEMBER OF SIDEWINDER FILMS, LLC.SEE STATEMENT 15 1594464 RIO 2016 OLYMPICSTHE FOUNDATION ATTENDED THE 2016 RIO SUMMER OLYMPIC AND PARALYMPIC GAMES WHERE THE FOUNDATION'S HUMANITARIAN AWARD PROGRAM WAS HELD, AND MANY CRUCIAL MEETINGS AND INTRODUCTIONS TOOK PLACE.ANITA DEFRANTZ, WHO WAS THE MOST RECENT PRESIDENT OF THE LA84 FOUNDATION AND A CURRENT MEMBER OF THEIR BOARD OF DIRECTORS, AN IOC MEMBER, HONORARY MEMBER OF THE IOC WOMEN AND SPORTS COMMISSION, AND CHAIR OF THE IOC ATHLETES' COMMISSION ELECTION COMMITTEE, WAS HONORED AT THE 2016 HUMANITARIAN AWARD CEREMONY IN RIO DE JANEIRO ON AUGUST 06, 2016. NOTABLE ATTENDEES INCLUDED LA MAYER, ERIC GARCETTI, FORMER OLYMPIC SWIMMER AND LA2028 VICE CHAIR, JANET EVANS, ENTERTAINMENT EXECUTIVE AND LA2028 CHAIRMAN, CASEY WASSERMAN, LA2028 CEO, GENE SYKES, IPC PRESIDENT, SIR PHILIP CRAVEN, HIGH-RANKING IOC MEMBERS, MEMBER OF THE USOC, INTERNATIONAL FEDERATION REPRESENTATIVES, AND AROUND THE RINGS FOUNDERS, ED AND SHEILA HULA.SEE STATEMENT 16 436806 AWARDS PROGRAMS IN FURTHERANCE OF THEIR MISSION, GSD RUNS A NUMBER OF AWARD PROGRAMS THAT RECOGNIZE INDIVIDUALS WHOSE COMMITMENT TO SERVICE EXCEEDS THE NORM. GSD'S ATHLETES IN EXCELLENCE AWARD WAS CREATED TO RECOGNIZE ATHLETES WHO HAVE BEEN ROLE MODELS, LEADERS AND CHAMPIONS NOT JUST IN SPORTS BUT IN USING SPORTS TO PROMOTE EDUCATION AND FAIR PLAY, AS WELL AS TO FIGHT THE USE OF DOPING SUBSTANCES, INJUSTICE AND INTOLERANCE.THIS AWARD WILL FURTHER HONOR ATHLETES WHO ACTIVELY PROMOTE A UNIVERSAL SPIRIT OF COOPERATION, FRIENDSHIP, AND DEVELOPMENT, WHILE GIVING SPECIAL ATTENTION TO THOSE WHO HAVE ENHANCED THE QUALITY OF LIFE IN THEIR COMMUNITIES THROUGH MENTORSHIP AND OUTREACH. EACH YEAR, GSD WILL AWARD U.S. AND INTERNATIONAL ATHLETES WHO MEET THE AWARD PROGRAM'S CRITERIA, WITH UNRESTRICTED GRANTS IN THE AMOUNT OF $10,000 USD. 202415 PLAYMAKERS PROGRAM WORKING CLOSELY WITH INTERNATIONAL SPORTS FEDERATIONS AND COMMITTED ATHLETES, GSD'S PLAYMAKER'S PROGRAM PROVIDES AT-RISK YOUTH, ESPECIALLY THOSE IN COMMUNITIES THAT ARE MOST UNDERSERVED BY CURRENT PROGRAMS, WITH MENTORSHIP EXPERIENCES INCLUDING INTERACTING WITH GSD'S CHAMPION AMBASSADORS AND EVEN ATTENDING THE OLYMPIC GAMES.GSD HAS TAKEN YOUTH FROM AROUND THE WORLD TO THE SUMMER OLYMPIC GAMES IN ATHENS, THE WINTER OLYMPIC GAMES IN CANADA, AND THE SUMMER OLYMPIC GAMES IN LONDON. DURING EACH OLYMPIAD, YOUTH PARTICIPANTS AND MENTORS TRAVELED TOGETHER, VISITED HISTORICAL SITES AND MUSEUMS, ATTENDED OLYMPIC EVENTS, AND MOST IMPORTANTLY, ESTABLISHED LIFE-LONG FRIENDSHIPS WITH YOUTH FROM DIFFERENT BACKGROUNDS, CULTURES, AND LOCATIONS.GSD HAS RECENTLY IMPLEMENTED AN ADDITION TO THE EXISTING PLAYMAKERS PROGRAM WHICH WILL ALLOW THE PROGRAM TO TAKE PLACE ANNUALLY. 225909 0 27426951 1134673 0 28561624 0 0 28561624 428424 28133200 1406660 X 4847865 0 4847865 30297 4817568 X 173318 254493 891258 259691 1578760 147320 216319 757569 220737 1341946 4847865 3931024 3878870 1959662 14617421 1899382 1616176 3353919 1029924 7899401 2948483 2314848 524951 929738 6718020 0 0 937773 1092737 1218437 1131004 4379951 0 0 0 0 MELANIE RAFFLE 333 SOUTH HOPE STREET43RD FLOOR LOS ANGELES CA 90071 2136201780 MRAFFLE@GLOBALSPORTSDEVELOPMENT.ORG BRIEF INQUIRY LETTER AND GRANT PROPOSAL NONE NONE UNITED STATES OLYMPIC COMMITTEE 1 OLYMPIC PLAZA COLORADO SPRINGS CO 80909 PC 2015 INSTALLMENT DUE ON PLEDGE IN SUPPORT OF THE USOC ATHLETE SUMMIT AND CAREER AND EDUCATION SUMMIT/SERVICES. FINAL PAYMENT DUE ON USOC MULTI YEAR PLEDGE. 750000 AGITOS FOUNDATION ADENAUERALLEE 212-214 BONN BONN GM 53113 NC SEE EXPENDITURE RESPONSIBILITY 200000 CHILDHELP INC 4350 EAST CAMELBACK ROAD BUILDING F250 PHOENIX AZ 85018 PC TO SUPPORT THEIR 2016 ANNUAL FOUNDER'S DINNER AND FUNDRAISING EVENT. IN SUPPORT OF THEIR RANCH PROGRAM AT THE MERV GRIFFIN VILLAGE OF CHILDHELP IN BEAUMONT, CALIFORNIA. 176000 BAVARIAN STATE BANK OF MUNICH EDUCATION CULTURE SCIENCE ART PRATERINSEL 2 MUNICH MUNICH GM 80538 NC SEE EXPENDITURE RESPONSIBILITY 100000 WORLD ARCHERY FEDERATION MAISON DU SPORT INTERNATIONAL AVENUE DE RHODANIE 54 LAUSANNE RENES SZ 01020 NC SEE EXPENDITURE RESPONSIBILITY 75000 SOUTHERN CALIFORNIA COMMITTEE FOR OLYMPIC GAMES (SCCOG) 350 S BIXEL STREET SUITE 250 LOS ANGELES CA 90017 PC IN SUPPORT OF THE 1936 OLYMPIC MUSEUM EXHIBIT AT THE CAAM MUSEUM. IN SUPPORT OF SCCOG'S READY, SET, GOLD YOUTH PROGRAMMING. 75000 HEALTHCARE FOUNDATION PO BOX 1025 HEALDSBURG CA 95448 PC 2016 CHALLENGE GRANT PAYMENT 50000 INTERNATIONAL TABLE TENNIS FEDERATION (ITTF) CHEMIN DE LA ROCHE 11 LAUSANNE RENES SZ 01020 NC SEE EXPENDITURE RESPONSIBILITY 50000 ROW LA 629 ALTA AVENUE SANTA MONICA CA 90402 PC HUMANITARIAN AWARD GRANT ON BEHALF OF GSD 2016 HUMANITARIAN AWARDEE ANITA DEFRANTZ. TO SUPPORT THEIR YOUTH ROWING PROGRAMS. 58000 COLLECTIVE IMPACT PO BOX 156853 SAN FRANCISCO CA 94115 PC IN SUPPORT OF THEIR LOVE AND BASKETBALL FUNDRAISING EVENT 45000 THE V FOUNDATION 154 MAIN STREET ST HELENA CA 94574 PC SUPPORT OF THEIR ANNUAL FUNDRAISING EVENT TO RAISE FUNDS FOR CANCER RESEARCH AND TOWARDS THE FIGHT AGAINST CANCER 25000 WOMEN'S SPORTS FOUNDATION 629 FIFTH AVENUE SUITE 106 PELHAM NY 10803 PC TO SUPPORT WSF'S TRAVEL AND TRAINING FUND FOR ATHLETES TRAINING FOR THE 2016 RIO OLYMPICS 25000 CAST 5042 WILSHIRE BLVD 586 LOS ANGELES CA 90036 PC HUMANITARIAN AWARD GRANT ON BEHALF OF GSD 2016 HUMANITARIAN AWARDEE ANITA DEFRANTZ 25000 WORLD CURLING FEDERATION 74 TAY STREET PERTH SCOTTLAND UK NC SEE EXPENDITURE RESPONSIBILITY 18184 STUDENTS RUN LA 5252 CREBS AVE AVENUE TARZANA CA 91356 PC TO SUPPORT THEIR AFTER SCHOOL YOUTH RUNNING AND MARATHON TRAINING PROGRAM 17000 KIDS PLAY INTERNATIONAL 1406 W MEADOW LOOP ROAD PARK CITY UT 84098 PC TO SUPPORT THEIR INTERNATIONAL LET'S PLAY FAIR PROGRAM 15000 SOCES BOOSTER CLUB FBO SOCES CHEER 18605 ERWIN ST RESEDA CA 91335 PC IN SUPPORT OF SOCES HIGH SCHOOL'S CHEER PROGRAM WHICH HAD LOST SCHOOL FUNDING AND WAS IN DANGER OF BEING CANCELLED 12000 AWARDEE 1 ADDRESS AVAILABLE UPON REQUEST PALO ALTO CA 94303 NONE I GSD 2015 ATHLETES IN EXCELLENCE AWARD GRANT PAID IN 2016 10000 BLUE WHITE AND GOLD INC 2789 NE 5TH ST POMPANO BEACH FL 33062 PC GSD 2015 ATHLETES IN EXCELLENCE AWARD PAYMENT ON BEHALF OF TZIPI ZIPPER PAID IN 2016 10000 AWARDEE 2 ADDRESS AVAILABLE UPON REQUEST LOS ANGELES CA 90071 NONE I GSD 2015 ATHLETES IN EXCELLENCE AWARD GRANT PAID IN 2016 10000 AWARDEE 3 ADDRESS AVAILABLE UPON REQUEST FLUSHING NY 11355 NONE I GSD 2016 ATHLETES IN EXCELLENCE AWARD RECIPIENT 10000 TEAM PRIME TIME PO BOX 241496 LOS ANGELES CA 90024 PC IN SUPPORT OF THEIR ACADEMICS AND YOUTH BASKETBALL PROGRAMMING 10000 LACER AFTERSCHOOL PROGRAMS 1277 N WILCOX AVE SUITE 2 HOLLYWOOD CA 90038 PC IN SUPPORT OF THEIR SPORTSTARTS AFTERSCHOOL ATHLETICS AND EDUCATION PROGRAM 10000 THE URBAN DOVE INC CHURCH STREET STATION PO BOX 305 NEW YORK NY 10008 PC TO SUPPORT THEIR HIRISERS AFTERSCHOOL ATHLETICS AND EDUCATION PROGRAM 10000 HEARTS AND HORSES 163 N CR 29 LOVELAND CO 80539 PC IN SUPPORT OF THEIR THERAPUTIC RIDING PROGRAMS FOR AT-RISK YOUTH AND VETERANS. 20000 HEART OF LOS ANGELES YOUTH INC 2701 WILSHIRE BLVD SUITE 100 LOS ANGELES CA 90057 PC IN SUPPORT OF HOLA'S ATHLETICS AND OUTDOOR ACTIVITIES PROGRAM 10000 CULVER CITY EDUCATION FOUNDATION 4034 IRVING PLACE CULVER CITY CA 90231 PC TO SUPPORT THEIR CULVER CITY SCHOOL ATHLETICS ACADEMIC SUPPORT PROGRAM 8598 FIGURE SKATING IN HARLEM INC 361 WEST 125TH STREET 2ND FLOOR NEW YORK NY 10027 PC TO SUPPORT THEIR ICE: I CAN EXCELAFTERSCHOOL ATHLETICS AND EDUCATION PROGRAM 8000 POWER PLAY NYC INC 44 COURT ST STE 815 BROOKLYN NY 11201 PC TO SUPPORT THEIR STARS SERIES AFTERSCHOOL ATHLETICS AND EDUCATION PROGRAM 7500 CIRC ESTEEM INC 4730 N SHERIDAN RD CHICAGO IL 60640 PC IN SUPPORT OF THEIR AFTERSCHOOL HOMEWORK AND CIRCUS WORK PROGRAM 6500 THE FRIENDSHIP FOUNDATION 2108 VAIL AVENUE REDONDO BEACH CA 90278 PC TO SUPPORT THEIR CAMP GOT FRIENDS PROGRAM 5000 NEW HEIGHTS YOUTH 2472 BROADWAY PMB 112 NEW YORK NY 10035 PC TO SUPPORT THEIR COLLEGE BOUND AFTERSCHOOL ATHLETICS AND EDUCATION PROGRAM 5000 ROW NEW YORK INC 252 WEST 37TH STREET 4TH FLOOR NEW YORK NY 10018 PC IN SUPPORT OF THEIR YOUTH ROWING AND EDUCATION PROGRAM 5000 OPERATION JUMP START 3515 LINDEN AVENUE LONG BEACH CA 90807 PC TO SUPPORT THEIR AFTERSCHOOL ATHLETICS AND EDUCATION PROGRAM 5000 ICE HOCKEY IN HARLEM INC 127 WEST 127TH STREET SUITE 415 NEW YORK NY 10027 PC IN SUPPORT OF THEIR AFTER-SCHOOL EDUCATION AND ATHLETIC PROGRAM 5000 TAKING THE REINS 3919 1/2 RIGALI AVENUE LOS ANGELES CA 90039 PC IN SUPPORT OF THEIR THERAPUTIC RIDING PROGRAM FOR AT-RISK YOUTH 5000 BROOKLYN YOUTH SPORTS CLUB INC 9 WYCKOFF ST 1 BROOKLYN NY 11201 PC IN SUPPORT OF THEIR YOUTH AND EDUCATION PROGRAMMING 4000 JUNIOR TENNIS CHAMPIONS INC 5200 PAINT BRANCH PARKWAY COLLEGE PARK MD 20740 PC IN SUPPORT OF THEIR YOUTH TENNIS AND ACADEMICS PROGRAM 4000 SMITH COLLEGE JANDON CENTER FOR COMMUNITY ENGAGEMENT WRIGHT HALL NORTHAMPTON MA 01063 PC IN SUPPORT OF THEIR PROJECT COACH YOUTH PROGRAMMING 4000 AMERICA SCORES CHICAGO 600 W CERMAK RD 204 CHICAGO IL 60616 PC IN SUPPORT OF THEIR AFTER-SCHOOL ACADEMIC AND SOCCER PROGRAM 4000 WEST VALLEY FOOD PANTRY 5700 RUDNICK AVENUE WOODLAND HILLS CA 91367 PC GRANT IN SUPPORT OF THE PURCHASE OF BIKES AND HELMETS FOR NEED CHILDREN DURING THE HOLIDAYS 3600 GIRLS IN THE GAME NFP DOUGLAS PARK CULTURAL CENTER FIELDHOUSE 1401 S SACRAMENTO DRIVE CHICAGO IL 60623 PC TO SUPPORT THEIR AFTERSCHOOL ATHLETICS AND EDUCATION PROGRAM 3000 1899382 0 14 453572 18 2675413 REFUNDS 01 1736 0 3130721 0 3130721 0 0 0 0 0 0 0 0 0 0 X X 1 DONNA AND MARVIN SCHWARTZ FOUNDATION 605 3RD AVE NEW YORK CITY NY 10158 52000 X ACCOUNTING FEES 24200 12100 0 12100 WORLD ARCHERY FEDERATION MAISON DU SPORT INTERNATIONAL AVENUE DE RHODANIE 54 LAUSANNE SZ 2014-05-05 75000 MOST RECENTLY, GSD'S 2016 FUNDING HAS SUPPORTED THE CONTINUED DEVELOPMENT OF YOUTH ARCHERY PROGRAMMING IN LATIN AMERICA, AND ASSISTED IN THE PREPERATION OF YOUTH ATHLETES FROM UNDERDEVELOPED LATIN AMERICA COUNTRIES IN ARCHERY WHO QUALIFIED FOR THE 2016 RIO SUMMER OLYMPIC GAMES PREPARE FOR THE OLYMPICS. A TOTAL OF 309 PERSONS BENEFITED FROM THE YOUTH PROGRAM IN 2016. 75000 NONE 1/30/2017 2017-01-30 AGITOS FOUNDATION ADENAUERALLEE 212-214 BONN GM 2016-06-22 200000 TO SUPPORT THE AGITOS FOUNDATION'S ACTIVITIES DESIGNED TO RAISE AWARNESS AND DEVELOP PARA-SPORT. THE 2016-2017 GRANT WAS APPLIED TOWARDS THE DEVELOPMENT OF PARA-SPORT AND RAISING VISABILITY OF THE PARALYMPIC MOVEMENT IN ARMENIA, DEVELOPING A PARA SPORT CAMP IN MOROCCO, AND RAISING THE STANDARD OF COACHING IN PARA-POWERLIFTING. 200000 NONE 6/28/17 & 8/28/17 2017-06-28 BAVARIAN STATE BANK OF MUNICH EDUCATION CULTURE SCIENCE ART PRATERINSEL 2 MUNICH GM 80538 2016-09-19 100000 TO SUPPORT THE CONSTRUCTION OF THE UNIQUE "MUNICH 1972 MASSACRE MEMORIAL" IN MUNICH, GERMANY. CLOSE TO 43 YEARS HAVE PASSED SINCE THE HORRIFIC EVENTS AT THE 1972 MUNICH SUMMER OLYMPIC GAMES TRANSPIRED YET, THE COURAGE AND SACRIFICE OF THE ISRAELI OLYMPIANS HAVE NOT BEEN APPROPRIATELY RECOGNIZED UNTIL NOW. IN 2014, THE GERMAN STATES MINISTRY FOR EDUCATION, SCIENCE AND CULTURE, WITH THE SUPPORT OF THE INTERNATIONAL OLYMPIC COMMITTEE AND THE FOUNDATION FOR GLOBAL SPORTS DEVELOPMENT, INITIATED THE MUNICH MEMORIAL PROJECT, IN TRIBUTE TO THE FALLEN ISRAELI OLYMPIC TEAM, THEIR RELATIVES, AND THE ISRAELI TEAM MATES THAT SURVIVED. THE UNIQUE MEMORIAL WILL BE STRATEGICALLY PLACED BETWEEN THE OLYMPIC VILLAGE AND OLYMPIC STADIUM IN MUNICH, WITH A SIGNIFICANT FOCUS GIVEN TO THE BIOGRAPHIES OF EACH VICTIM. THE MEMORIAL WILL VISUALIZE AND PROMOTE A DEEPER UNDERSTANDING OF THE EVENTS THAT TRANSPIRED ON SEPTEMBER 5TH AND 6TH OF 1972. 100000 NONE 6/20/17 AND 8/24/17 2017-06-20 WORLD CURLING FEDERATION 74 TAY STREET PERTH PH2 8NP SCOTTLAND UK 2016-08-25 18184 TO SUPPORT THE 2016-2017 SEASON OF WCF'S OLYMPIC CELEBRATION TOUR WHICH WAS DESIGNED TO RAISE AWARNESS ABOUT CURLING BOTH BEFORE AND AFTER THE 2014 SOCHI WINTER OLYMPIC GAMES. SINCE ITS INCEPTION THE TOUR HAS PROVIDED WOULD-BE CURLERS ALL OVER THE WORLD THE OPPORTUNITY TO LEARN FROM AN OLYMPIC-LEVEL CURLER, AND LOCAL CURLING CLUBS HAVE WELCOMED NEW MEMBERS INTO THEIR FOLD. MOST RECENTLY GSD'S GRANT SUPPORTED 6 TOUR STOPS INCLUDING VISITS TO TO LATVIA, SPAIN, THE UNITED STATES, AND MEXICO CITY - THIS WAS THE FIRST WCF SANCTIONED CURLING EVENT IN MEXICO. 18184 NONE 5/31/2017 2017-05-31 INTERNATIONAL TABLE TENNIS FEDERATION (ITTF) CHEMIN DE LA ROCHE 11 1020 RENENS LAUSANNE SZ 2012-04-17 50000 CONTINUTING WITH THEIR SUPPORT OF PROJECTS IN DEVELOPING NATIONS, ITTF IS USING THE MULTI-YEAR GRANT TOWARDS A COMBINATION OF YOUTH BASED ATHLETICS, TECHNICAL AND EQUIPMENT ASSISTANCE PROGRAMS TARGETING UNDERSERVED AREAS OF AFRICA, ASIA AND LATIN AMERICA. IN 2016, ITTF CONTINUED TO DEVELOP THEIR PROGRAMS SUPPORTING THE DEVELOPMENT OF A SOUTH AFRICA TRAINING CAMP, A COACH EDUCATION PROGRAM IN HONDOURAS, A TRAINING CAMP IN SIERRA LEONE, AND ITTF WORLD HOPES WEEK AND CHALLENGE IN SHANGHAI CHINA. ADDIONALLY, ITTF LAUNCHED THEIR EDUCATION & TRAINING PROGRAM THE ROUGH DIAMONDS PROJECT, A NEW INITIATIVE FOR YOUNG TALENTED PLAYERS IN THE U15 AGE GROUP THAT HAVE ALREADY SHOWCASED THEIR ABILITIES AND SKILLS IN THE INTERNATIONAL ARENAS AND ARE ASPIRING CANDIDATES IN THE ROUTE TOWARD EXCELLENCE. 50000 NONE 8/18/2016 2016-08-18 PART IX-A, LINE 1 SUMMARY OF DIRECT CHARITABLE ACTIVITIES MUNICH MEMORIAL PROJECT - MUNICH '72 AND BEYOND DOCUMENTARY FILM THE FOUNDATION'S FINANCIAL CONTRIBUTIONS AND SUPPORT OF THE MUNICH MEMORIAL PROJECT WHICH OPENDED TO THE PUBLIC ON SEPTEMBER 6, 2017, AND SERVES AS A TRIBUTE TO THE FALLEN 1972 ISRAELI OLYMPIC TEAM WHILE ALSO PROMOTING A DEEPER UNDERSTANDING OF THE TRAGIC EVENTS THAT TRANSPIRED DURING THE MUNICH 1972 SUMMER OLYMPIC GAMES. THE FOUNDATIONS SIGNIFICANT INVOLVMENT WITH THE DEVELOPMENT OF THE MEMORIAL PROJECT INSPIRED THE CREATION OF THE EMMY NOMINATED DOCUMENTARY FILM, MUNICH '72 AND BEYOND. THE EDUCATIONAL FILM CAPTURES THE STORY OF THE MEMORIAL'S CONSTRUCTION INCLUDING THE SIGNIFICANCE OF THE TERRORIST ATTACK, WHY AND HOW THE ATTACK HAPPENED, ITS AFTERMATH, AND ITS IMPORTANCE IN 2016 AND BEYOND. DISTRIBUTION - THE FILM WAS MADE AVAILABLE TO PUBLIC TV STATIONS AROUND THE COUNTRY BY NETA, THE NATIONAL EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, A RESPECTED PROGRAM DISTRIBUTION SERVICE. OUR PRESENTING STATION WAS KLRU IN AUSTIN, TEXAS, A LEADING PBS STATION, WHICH VIGOROUSLY SUPPORTED THE CONTENT AND HANDLED THE TECHNICAL REQUIREMENTS WITH OUR PRODUCERS. WE ALSO ENGAGED THE SERVICES OF DESHIELDS ASSOCIATES, WHICH MARKETED THE FILM TO INDIVIDUAL STATIONS. THE FILM HAS BEEN DISTRIBUTED GLOBALLY BY PBS INTERNATIONAL, AND HAS BEEN PICKED UP BY SEVERAL LARGE BROADCASTERS IN VARIED REGIONS, INCLUDING BRAZIL, HONG KONG, AND ISRAEL. THE FILM IS STILL BEING MARKETED AROUND THE WORLD, AND CAN BE STREAMED LIVE ON PBS'S WEBSITE.WE CAN MAKE A REASONABLE ESTIMATE OF VIEWERSHIP BY EVALUATING CARRIAGE DATA, PBS AVERAGE RATINGS, AND OTHER SIMILAR OR SYNDICATED SHOWS. BASED ON THESE CALCULATIONS, WE CAN SAFELY SAY THAT MORE THAN TWO MILLION PEOPLE SAW THE FILM IN THE U.S., AND IT'S LIKELY THE FIGURE IS HIGHER. IN FACT, WITH ADDITIONAL AIRINGS AND SCREENINGS IN THE COMING YEARS, THE TOTAL VIEWERSHIP FOR MUNICH '72 WILL GO INTO THE MILLIONS, WHICH IS EXEMPLARY FOR AN INDEPENDENT FILM.CARRIAGE - AS A RESULT OF THE DISTRIBUTION EFFORTS (BELOW), MUNICH '72 WAS ACCESSIBLE TO NEARLY EVERYONE IN THE COUNTRY IN JUNE THROUGH SEPTEMBER AIRED 892 TIMES IN 88.422% OF TOTAL U.S. MARKETS, FROM MARKET #1, NEW YORK, TO #209, NORTH PLATTE, NEBRASKA. IT AIRED IN ALL 25 OF THE TOP 25 MARKETS, 47 OF THE TOP 50, AND 83 OF THE TOP 100. IN SEVERAL MARKETS, IT AIRED ON MULTIPLE PBS STATIONS, AS WELL AS THE PBS WORLD SERVICE, WHICH IS CARRIED ON CABLE SYSTEMS AND DIGITAL SUBCHANNELS. ALSO, SEVERAL STATION GROUPS (4-12 STATIONS EACH) AIRED THE FILM WITH UNIFIED PROGRAM SCHEDULES, SUCH AS CONNECTICUT PUBLIC BROADCASTING, IDAHO PUBLIC TELEVISION, NEW JERSEY NETWORK, GEORGIA PUBLIC BROADCASTING AND OREGON PUBLIC TELEVISION.UNIVERSE - BECAUSE PBS IS AN OVER-THE-AIR BROADCASTER, IT CAN BE SEEN BY ALMOST ANYONE WITH A TV SET - MORE THAN 110 MILLION HOMES OR 292 MILLION PEOPLE (WITH MORE THAN ONE PERSON PER HOUSEHOLD WATCHING AT A TIME). WITH MUNICH '72 AIRING IN MORE THAN 88% OF THE PUBLIC TV MARKETS, THE FILM WAS AVAILABLE TO BE VIEWED BY UPWARDS OF 97 MILLION HOMES OR APPROXIMATELY 250 MILLION PEOPLE. UNLIKE CABLE NETWORKS MOST REACHING LESS THAN 100 MILLION HOMES, PBS HAS AN AUTOMATIC DISTRIBUTION ADVANTAGE WHICH ACCRUES TO ANY PROGRAM IT AIRS, INCLUDING MUNICH '72.SCHEDULING OF MUNICH '72 - THERE WERE ADVANTAGES, NAMELY, THE TIMING WITH THE RIO OLYMPICS AND PREVIOUS PUBLICITY SURROUNDING THE FILM'S REVELATIONS. AS NOTED BY DESHIELDS ASSOCIATES, "THE EXCELLENT CARRIAGE WAS DRIVEN BOTH BY THE QUALITY OF THE PROGRAM AND ITS FIT ADJACENT TO THE PBS OLYMPIC THEMED PROGRAMMING." MANY STATIONS CREATED "BLOCKS" OF PROGRAMS THAT WOULD APPEAL TO THE SAME AUDIENCE OR HAVE A SIMILAR THEME, INCLUDING OTHER OLYMPIC OR HISTORICAL TOPICS, TO MAXIMIZE THEIR OVERALL AUDIENCE FOR THE NIGHT. AS OF JANUARY 4, 2017, THE FILM HAD AIRED 235 TIMES IN PRIME TIME (8:00-11:00PM), 1,018 TIMES IN EVENING SLOTS (5:00-8:00PM), AND 142 TIMES IN LATE FRINGE (11:00PM-2:00AM).FUTURE AIRINGS AND SCREENINGS - AS OF AUGUST 15, 2017, THE FILM WAS SCHEDULED TO RE-AIR IN 60.240% OF MARKETS, WITH 390 BROADCASTS. WITH OUR AGREEMENTS WITH NETA AND PBS INTERNATIONAL CONTINUE FOR AT LEAST THE NEXT TWO YEARS, AND THERE WILL LIKELY BE ADDITIONAL AIRINGS. THE FILM HAS ALREADY BEEN SCREENED AT A NUMBER OF FESTIVALS, MUSEUMS AND LIBRARIES, AND THREE THEATRICAL RELEASES ARE SCHEDULED IN SAN FRANCSICO, NEW YORK, AND LOS ANGELES. MUNICH '72 AND BEYOND HAS ALSO QUALIFED FOR THE 2018 ACADEMY AWARDS. DOCUMENTARY FILM PROGRAM - CONTINUEDIN 2015 THE FOUNDATION FORMED SIDEWINDER FILMS, LLC, A 501(C)(3) WHOLLY-OWNED SUBSIDIARY, IN FURTHERANCE OF ITS MISSION TO SUPPORT INITIATIVES THAT PROMOTE FAIR PLAY, EDUCATION, AND THE PHYSICAL AND DEVELOPMENTAL BENEFITS OF SPORTS FOR YOUTH AROUND THE WORLD. SPORT IS MORE THAN SIMPLY A TYPE OF COMPETITION. SPORT HOLDS THE KEY TO UNLOCKING THE TRIUMPH OF HUMAN SPIRIT, MUTUAL UNDERSTANDING, AND COOPERATION AND RESPECT AMONG ALL PEOPLE. SIDEWINDER FILMS SEEKS TO BRING THESE POSITIVE MESSAGES OF SPORT TO PEOPLE THROUGH FILMS WHICH TOUCH LIVES, TELL REMARKABLE STORIES, AND CREATE LASTING IMPACT. IN 2016, THE FOUNDATION FORMED ANOTHER 501(C)(3) WHOLLY-OWNED SUBSIDIARY, SIDEWINDER FILMS II, LLC, WITH THE PURPOSE OF ENGAGING IN VARIOUS PROGRAMS IN FURTHERANCE OF THE FOUNDATION'S TAX-EXEMPT CHARITABLE PURPOSE, INCLUDING CREATING AN EDUCATIONAL FILM WHICH WILL BE USED TO CARRY OUT SUCH CHARITABLE PURPOSES.A KEY ASPECT OF THE FOUNDATION'S MISSION IS ITS FOCUS ON EDUCATION, INCLUDING PUBLIC HEALTH. EDUCATING YOUTH AND ADULTS ABOUT CURRENT ISSUES IN HEALTH AND WELLNESS IS VITAL IN IMPROVING THE OVERALL WELL-BEING OF THE WORLD. THE FOUNDATION, THROUGH SIDEWINDER FILMS, LLC AND SIDEWINDER FILMS II, LLC, OFFERS A CREATIVE AVENUE TO PROVIDE EDUCATIONAL PROGRAMS THROUGH FILM. IN ADDITION TO SPORTS-RELATED THEMES, FILM TOPICS INCLUDE END-OF-LIFE CARE, DOPING AND ITS EFFECTS ON THE BODY AND SOCIETY, AND MAINTAINING EMOTIONAL WELL-BEING THROUGHOUT LIFE TRANSITIONS. PART IX-A, LINE 1 SUMMARY OF DIRECT CHARITABLE ACTIVITIES 2016 RIO OLYMPICS (CONT.)WHILE IN RIO DE JANEIRO, THE FOUNDATION'S EXECUTIVE BOARD MEMBERS MET WITH MEMBERS OF THE OLYMPIC CHANNEL (TOC) TO DISCUSS THE POTENTIAL FOR FUTURE COLLABORATION OPPORTUNITIES. IN THE FALL OF 2015, THE IOC ANNOUNCED THE LONG-AWAITED CREATION OF THE OLYMPIC CHANEL (TOC) AND SCHEDULED ITS OFFICIAL LAUNCH FOR AUGUST 21ST OF 2016, IMMEDIATELY FOLLOWING THE CONCLUSION OF THE RIO GAMES. TOC HAS MADE A CALL FOR COMPELLING CONTENT BASED ON OLYMPIC THEMES AND STORIES GEARED TO A TARGET AUDIENCE OF 14-30-YEAR OLD'S.THE FOUNDATION'S EXECUTIVE BOARD MEMBERS PARTICIPATED IN TELEVISED VICTORY MEDAL CEREMONIES DURING THE RIO SUMMER PARALYMPIC GAMES. PIMCO SHRS 1454763 1454763 20475 SHRS AIRBUS GROUP NV SHS 1356900 1356900 3700 SHRS BOEING CO COM 576016 576016 8800 SHRS CALATLANTIC GROUP INC COM 299288 299288 19800 SHRS CANAM GROUP INC CL A 133191 133191 21600 SHRS CITIGROUP INC COM NEW 1283688 1283688 21500 SHRS D R HORTON INC 587595 587595 7345 SHRS FEDEX CORP COM 1367639 1367639 7543 SHRS GOLDMAN SACHS GROUP INC COM 1806171 1806171 17622 SHRS JP MORGAN CHASE & CO COM 1520602 1520602 15200 SHRS LENNAR CORP CL A 652536 652536 18436 SHRS LOWES COS INC COM 1311168 1311168 5300 SHRS OWENS CORNING NEW COM 273268 273268 5200 SHRS PULTEGROUP INC COM 95576 95576 7400 SHRS TRI POINTE HOMES INC COM 84952 84952 3900 SHRS TOLL BROS INC 120900 120900 10600 SHRS USG CORP (NEW) COMMON STOCK 306128 306128 5800 SHRS WHIRLPOOL CORP 1054266 1054266 6500 SHRS RECKITT BENCKISER GROUP PLC 552953 552953 2768 SHRS CHUBB LTD COM 365708 365708 200 SHRS ALPHABET INC CAP STK CL A 158490 158490 3400 SHRS APPLE INC COM 393788 393788 27000 SHRS BROOKFIELD ASSET MGMT INC VTG 891270 891270 6800 SHRS CANADIAN NATURAL RES LTD 216784 216784 7200 SHRS EOG RES INC COM 727920 727920 2700 SHRS GILEAD SCIENCES INC 193347 193347 6500 SHRS MICROSOFT CORP COM 403910 403910 6200 SHRS NESTLE SA SPONSORED ADR 444788 444788 13200 SHRS OLD REPUBLIC INTL CORP 250800 250800 4500 SHRS ONEX CORP SUB VTG 306667 306667 6600 SHRS PAYPAL HLDGS INC COM 260502 260502 1100 SHRS UNITED TECHNOLOGIES CORP 120582 120582 4000 SHRS WABCO HLDGS INC COM 424600 424600 6900 SHRS WELLS FARGO & CO NEW COM 380259 380259 2000 SHRS ZIMMER BIOMET HLDGS INC COM 206400 206400 12800 SHRS AMERICAN AIRLINES GROUP INC 597632 597632 6700 SHRS ANADARKO PETE CORP 467191 467191 2000 SHRS ASSURANT INC 185720 185720 1600 SHRS CIGNA CORPORATION COM 213424 213424 10000 SHRS CISCO SYSTEM INC 302200 302200 1600 SHRS CITIGROUP INC COM NEW 95088 95088 2900 SHRS COMCAST CORP NEW CL A 200245 200245 8400 SHRS D R HORTON INC 229572 229572 4500 SHRS DEVON ENERGY CORPORATION NEW 205515 205515 2500 SHRS EOG RESOURCES INC 252750 252750 3350 SHRS FEDEX CORP COM 623770 623770 825 SHRS GOLDMAN SACHS GROUP INC 197546 197546 5000 SHRS JPMORGAN CHASE & CO 431450 431450 3300 SHRS LENNAR CORP CL A 141669 141669 7000 SHRS LINCOLN NATIONAL CORP IND 463890 463890 3800 SHRS LYONDELLCASELL INDUSTRIES N V CL A 325964 325964 7200 SHRS MICROSOFT CORP 447408 447408 12200 SHRS ORACLE CORP COM 469090 469090 1700 SHRS PIONEER NATURAL RESOURCES CO 306119 306119 2125 SHRS TRAVELERS COMPANIES INC COM 260143 260143 1000 SHRS WHIRLPOOL CORP 181770 181770 4160.358 SHRS ABERDEEN EMERGING MARKETS 52254 52254 7875.800 SHRS AMERICAN BEACON INTERNATIONAL 134913 134913 6302.881 SHRS AMERICAN BEACON LARGE CAP VALUE FUND 162614 162614 13787.147 SHRS AMERICAN CENTURY DIVERSIFIED BOND 146834 146834 4555.071 SHRS AMERICAN CENTURY EQUITY GROWTH FUND 133737 133737 2520.148 SHRS ARTISAN SMALL-CAP FUND INVESTORS CLASS 70539 70539 8013.789 SHRS COLUMBIA MID CAP VALUE FUND CLASS A 117242 117242 12015.900 SHRS CREDIT SUISSE COMMODITY RETURN 59599 59599 8190.766 SHRS EATON VANCE FLOATING 75846 75846 2681.560 SHRS GATEWAY FUND CLASS A 82699 82699 4388.711 SHRS JP MORGAN SHORT DURATION 47398 47398 21050.879 SHRS MAINSTAY LARGE-CAP GROWTH 169460 169460 5192.835 SHRS MERGER FUND 81320 81320 4130.542 SHRS OPPENHEIMER INTL GROWTH 144115 144115 4883.745 SHRS PIMCO FOREIGN BOND FUND 44979 44979 3312.754 SHRS TIAA CREF HIGH YIELD FUND 32498 32498 623.544 SHRS VICTORY SOPHUS EMERGING MARKETS 9964 9964 8056.091 SHRS WESTERN ASSET TOTAL RETURN 83461 83461 LEGAL FEE 309256 0 0 309256 GSD PROGRAM EXPENSES 457653 0 0 457653 TECHNOLOGY 23483 0 0 23483 ADVERTISING 75784 0 0 75784 OFFICE EXPENSE 25093 0 0 25093 INSURANCE 12024 0 0 12024 STORAGE EXPENSE 4564 0 0 4564 POSTAGE AND SHIPPING 21992 0 0 21992 SERVICE CHARGES 996 0 0 996 BANK CHARGES 1940 0 0 1940 WORKING MEALS 2113 0 0 2113 MISCELLANEOUS 13815 0 0 13815 SIDEWINDER FILM 1310621 0 0 1310621 SUBSCRIPTIONS 2843 0 0 2843 DUES AND FEES 16491 0 0 16491 REFUNDS 1736 1736 UNREALIZED GAIN ON INVESTMENTS 1994183 CONSULTING 1000 0 0 1000 CONTRACT SERVICES 4427 0 0 4427 WRITING 600 0 0 600 INVESTMENT EXPENSE 270130 270130 270130 0 JANITORIAL 4090 0 0 4090 INVESTMENT INCOME EXCISE TAX 66284 0 0 0 STATE TAX 10 0 0 0 FOREIGN TAX WITHHOLDING 11860 11860 11860 0