2016-09-21T08:51:57-05:00 2015-12-31 330885895 LINDSAY & BROWNELL LLP 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 990PF 2015-01-01 330105049 THE LEGLER BENBOUGH FOUNDATION LEGL 6192358099 2550 FIFTH AVENUE SUITE 712 SAN DIEGO CA 92103 PETER ELLSWORTH DIRECTOR 6192358099 2016-09-12 1 MARY H MCGROARTY P00735101 8585589200 2015 2017-02-10 21:41:12Z X 24102638 X X 5100 5100 712154 706158 1969219 15632041 1969691 345620 2686473 3026569 172853 40936 131917 39 20 19 18661 14929 3732 130816 86738 44078 40453 4952 6930 148 74 21925 10962 10963 23230 14230 11204 408125 172841 208843 6364425 4003885 6772550 172841 4212728 -4086077 2853728 209418 3093778 3093778 8960 8173 8173 27882161 21000687 21000687 29486 29486 741 0 0 28101280 24102638 24102638 29438 31208 677460 3038000 706898 3069208 X 27394382 21033430 27394382 21033430 28101280 24102638 27394382 -4086077 0 23308305 2274875 21033430 DYNAMIC EQUITY ALTERNATIVE INVESTMENT P 174392 91606 82786 82786 GOLDEN TREE OFFSHORE FUND P 14819 16760 -1941 -1941 GOLDMAN SACHS (PUBLICLY TRADED SECURITIES) P 12323521 10919833 1403688 1403688 GOLDMAN SACHS CORPORATE CREDIT INVESTMENT FUND P 46897 34030 12867 12867 SECURITIES LITIGATION PROCEEDS P 42 42 42 HEDGE FUND OPPORTUNITIES P 2080534 1650000 430534 430534 GOLDMAN SACHS PROPRIETARY ACCESS FUND P 991715 950000 41715 41715 1969691 0 4779972 30353585 0.157476 2199835 31016953 0.070924 2815970 30693437 0.091745 3016929 32409165 0.093089 3547687 33367666 0.106321 0.519555 0.103911 25858066 2686937 28537 2715474 4212728 X 28537 0 28537 0 28537 34288 15000 49288 20751 20751 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.BENBOUGHFOUNDATION.ORG PETER ELLSWORTH 6192358099 2550 FIFTH AVENUE 712 SAN DIEGO CA 92103 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER K ELLSWORTH 2550 FIFTH AVENUE 712 SAN DIEGO CA 92103 PRESIDENT & DIRECTOR 30.00 144453 0 0 BOB KELLY 2550 FIFTH AVENUE 712 SAN DIEGO CA 92103 GOVERNING DIRECTOR 0.20 9200 0 0 FREDERICK P CROWELL 2550 FIFTH AVENUE 712 SAN DIEGO CA 92103 GOVERNING DIRECTOR 0.20 8000 0 0 JOHN G REBELO JR 2550 FIFTH AVENUE 712 SAN DIEGO CA 92103 GOVERNING DIRECTOR 0.20 11200 0 0 NONE 0 GOLDMAN SACHS & CO 2121 AVENUE OF THE STARS LOS ANGELES CA 90067 INVESTMENT MANAGEMENT 86738 0 0 23267281 2975664 8899 26251844 0 0 26251844 393778 25858066 1292903 1292903 28537 28537 1264366 0 1264366 0 1264366 4212728 0 4212728 28537 4184191 1264366 0 0 1882480 1410311 1315212 177953 3313551 8099507 4212728 0 0 0 1264366 2948362 0 0 11047869 0 0 0 0 0 0 1882480 9165389 1410311 1315212 177953 3313551 2948362 PETER K ELLSWORTH 2550 FIFTH AVENUE 712 SAN DIEGO CA 92103 6192358099 LETTER STATING PERTINENT INFORMATION MARCH 15 FOR APRIL 15 GRANT AND SEPTEMBER 15 FOR OCTOBER 15 GRANT THE FOUNDATION FOCUSES ITS GRANTMAKING ACTIVITIES IN SUPPORT OF SAN DIEGO CITY BASED ARTS AND CULTURAL INSTITUTIONS, SCIENTIFIC OR RESEARCH ORGANIZATIONS, AND HEALTH, EDUCATION AND WELFARE PROGRAMS. BALBOA ART CONSERVATION CENTER PO BOX 3755 SAN DIEGO CA 92163 PUBLIC GENERAL SUPPORT 10000 BALBOA PARK CULTURAL PARTNERSHIP 1549 EL PRADO SUITE 4 SAN DIEGO CA 92154 PUBLIC GENERAL SUPPORT 44443 BALBOA PARK ONLINE COLLABORATIVE INC 2131 PAN AMERICAN PLAZA SAN DIEGO CA 92101 PUBLIC GENERAL SUPPORT 663642 CONNECT FOUNDATION 4790 EASTGATE MALL SUITE 125 SAN DIEGO CA 92121 PUBLIC GENERAL SUPPORT 85000 ELEMENTARY INSTITUTE OF SCIENCE 608 51ST STREET SAN DIEGO CA 92114 PUBLIC GENERAL SUPPORT 90000 EPIPHANY PREP SCHOOL OF SAN DIEGO 6134 BENSON AVENUE SAN DIEGO CA 92114 PUBLIC GENERAL SUPPORT 20000 EXPONENT PHILANTHROPY 1720 N STREET NW WASHINGTON DC 20036 PUBLIC GENERAL SUPPORT 750 GOMPERS PREPARATORY ACADEMY 1005 47TH STREET SAN DIEGO CA 92102 PUBLIC GENERAL SUPPORT 78000 IZCALLI ESCUELA DE LA BAZA PO BOX 50208 SAN DIEGO CA 92165 PUBLIC GENERAL SUPPORT 50000 J CRAIG VENTER INSTITUTE 4120 CAPRICORN LANE LA JOLLA CA 92037 PUBLIC GENERAL SUPPORT 155000 KYOTO SYMPOSIUM ORGANIZATION PO BOX 3303 LA JOLLA CA 92038 PUBLIC GENERAL SUPPORT 5000 MIND TREASURES 11405 LEGACY TERRACE SAN DIEGO CA 92131 PUBLIC GENERAL SUPPORT 18755 MUSEUM OF PHOTOGRAPHIC ARTS 1649 EL PRADO SAN DIEGO CA 92101 PUBLIC GENERAL SUPPORT 60200 NATIONAL CONFLICT RESOLUTION CENTER 530 B STREET SUITE 1700 SAN DIEGO CA 92101 PUBLIC GENERAL SUPPORT 165000 OLD GLOBE THEATRE 1363 OLD GLOBE WAY SAN DIEGO CA 92102 PUBLIC GENERAL SUPPORT 50000 OUTDOOR OUTREACH 5275 MARKET STREET SUITE 21 SAN DIEGO CA 92114 PUBLIC GENERAL SUPPORT 60000 PLANNED PARENTHOOD 1075 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 PUBLIC GENERAL SUPPORT 75000 REGENTS OF THE UNIVERSITY OF CALIFORNIA 1111 FRANKLIN ST 12TH FLOOR OAKLAND CA 94607 PUBLIC GENERAL SUPPORT 203000 RISE URBAN LEADERSHIP INSTITUTE 404 EUCLID AVENUE SUITE 261 SAN DIEGO CA 92114 PUBLIC GENERAL SUPPORT 140000 SAN DIEGO CONVENTION AND TOURIST BUREAU 750 B STREET SUITE 1500 SAN DIEGO CA 92101 PUBLIC GENERAL SUPPORT 50000 SAN DIEGO FOUNDATION 2508 HISTORIC DECANTUR RD SUITE 200 SAN DIEGO CA 92106 PUBLIC GENERAL SUPPORT 10000 SAN DIEGO GRANTMAKERS 5060 SHOREHAM PLACE STE 350 SAN DIEGO CA 92122 PUBLIC GENERAL SUPPORT 31200 SAN DIEGO HISTORY CENTER 1649 EL PRADO SUITE 3 SAN DIEGO CA 92101 PUBLIC GENERAL SUPPORT 50000 SAN DIEGO MUSEUM OF ART PO BOX 122107 SAN DIEGO CA 92112 PUBLIC GENERAL SUPPORT 1200 SAN DIEGO MUSEUM OF MAN 1350 EL PRADO SAN DIEGO CA 92101 PUBLIC GENERAL SUPPORT 577460 SAN DIEGO PUBLIC LIBRARY FOUNDATION 330 PARK BOULEVARD SAN DIEGO CA 92101 PUBLIC GENERAL SUPPORT 471235 SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT 530 B STREET SUITE 700 SAN DIEGO CA 92101 PUBLIC GENERAL SUPPORT 37000 SAN DIEGO SECOND CHANCE PROGRAM 6145 IMPERIAL AVE SAN DIEGO CA 92114 PUBLIC GENERAL SUPPORT 36000 SAN DIEGO ZOO GLOBAL PO BOX 120551 SAN DIEGO CA 92112 PUBLIC GENERAL SUPPORT 200000 SHARP HEALTHCARE FOUNDATION 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 PUBLIC GENERAL SUPPORT 100000 STAR PAL 4110 54TH ST SAN DIEGO CA 92105 PUBLIC GENERAL SUPPORT 10000 TEACH FOR AMERICA 315 WEST 36TH STREET 7TH FLOOR NEW YORK NY 10018 PUBLIC GENERAL SUPPORT 52500 THE YMCA 3708 RUFFIN ROAD SAN DIEGO CA 92123 PUBLIC GENERAL SUPPORT 45000 UC SAN DIEGO FOUNDATION 9500 GILMAN DRIVE MC 0940 LA JOLLA CA 92093 PUBLIC GENERAL SUPPORT 250000 UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 PUBLIC GENERAL SUPPORT 50000 URBAN YOUTH COLLABORATIVE PO BOX 124708 SAN DIEGO CA 92112 PUBLIC GENERAL SUPPORT 13500 URBAN YOUTH COLLABORATIVE (POLLARD) PO BOX 124708 SAN DIEGO CA 92112 PUBLIC GENERAL SUPPORT 35000 VOICE OF SAN DIEGO 110 WEST A STREET SUITE 650 SAN DIEGO CA 92101 PUBLIC GENERAL SUPPORT 10000 4003885 BALBOA PARK CULTURAL PARTNERSHIP 1549 EL PRADO SUITE 4 SAN DIEGO CA 92154 PUBLIC GENERAL SUPPORT 50000 BALBOA PARK ONLINE COLLABORATIVE INC 2131 PAN AMERICAN PLAZA SAN DIEGO CA 92101 PUBLIC GENERAL SUPPORT 150000 SAN DIEGO PUBLIC LIBRARY FOUNDATION 330 PARK BOULEVARD SAN DIEGO CA 92101 PUBLIC GENERAL SUPPORT 463000 TEACH FOR AMERICA 315 WEST 36TH STREET 7TH FLOOR NEW YORK NY 10018 PUBLIC GENERAL SUPPORT 375000 THE YMCA 3708 RUFFIN ROAD SAN DIEGO CA 92123 PUBLIC GENERAL SUPPORT 2000000 3038000 14 5100 14 712154 01 1969219 0 2686473 0 2686473 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 18661 14929 3732 FURNITURE & EQUIPMENT 1999-06-01 30465 30465 200DB 7.000000000000 0 0 OFFICE FURNITURE & EQUIPMENT 1999-06-04 26785 26785 200DB 7.000000000000 0 0 FAX MACHINE 1999-05-12 296 296 200DB 7.000000000000 0 0 COPY MACHINE 1999-09-21 754 754 200DB 5.000000000000 0 0 TELEPHONES 1999-09-21 230 230 200DB 5.000000000000 0 0 CREDENZA, BOOKCASES, OFFICE CHAIRS 1999-07-19 20474 20474 200DB 7.000000000000 0 0 OFFICE CHAIRS 1999-09-21 1120 1120 200DB 7.000000000000 0 0 OFFICE CHAIRS 1999-12-19 1516 1516 200DB 7.000000000000 0 0 TABLE DESK 1999-12-31 8547 8547 200DB 7.000000000000 0 0 OFFICE EQUIPMENT 2004-07-26 1951 1951 200DB 5.000000000000 0 0 COPIER 2004-11-04 736 736 200DB 5.000000000000 0 0 HP PRINTER/FAX/COPIER 2007-01-10 286 286 200DB 5.000000000000 0 0 BROTHER MULTI-FUNCTION COPIER 2008-03-28 509 509 200DB 5.000000000000 0 0 COMPUTER 2009-09-23 1956 1956 200DB 5.000000000000 0 0 FURNITURE & EQUIPMENT - CARPET 2010-02-28 3322 2581 200DB 7.000000000000 148 0 CREDENZA, BOOKCASES, OFFICE CHAIRS 1999-07-19 15000 15000 200DB 7.000000000000 0 0 FURNITURE & EQUIPMENT - CARPET 2010-02 PURCHASED 2015-12 3322 0 -593 2729 FURNITURE 2014-01 PURCHASED 2015-11 121 0 121 FORM 990-PF, PART VII-B, QUESTION 1A(5) IN REFERENCE TO PART VII-B, QUESTION 1A(5): THE FOUNDATION IS PAYING COMPENSATION TO A DISQUALIFIED PERSON FOR THE PERFORMANCE OF PERSONAL SERVICES, HOWEVER THE COMPENSATION IS REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION, AND AS SUCH IS AN EXCEPTED ACT UNDER IRS REG 53-4941(D)-3. OTHER INVESTMENTS FMV 21000687 21000687 TELEPHONES 230 230 0 OFFICE CHAIRS 1516 1516 0 TABLE DESK 8547 8547 0 OFFICE EQUIPMENT 1951 1951 0 HP PRINTER/FAX/COPIER 286 286 0 COMPUTER 1956 1956 0 CREDENZA, BOOKCASES, OFFICE CHAIRS 15000 15000 0 LEGAL FEES 39 20 19 UNREALIZED LOSS ON INVESTMENTS 2274875 PAYROLL SERVICE FEES 1197 359 838 INSURANCE 6509 3905 2604 BUSINESS EXPENSES 15524 7762 7762 PORTFOLIO DEDUCTIONS 0 2204 0 INVESTMENT FEES 86738 86738 0 PROFESSIONAL SERVICES 44078 0 44078 FEDERAL EXCISE TAX 28571 0 0 FOREIGN TAXES 1990 1990 0 FILING FEES 180 0 180 PAYROLL TAXES 9473 2842 6631 PERSONAL PROPERTY 239 120 119