2024-11-11T10:56:23-06:00 2023-12-31 WITHUMSMITHBROWN PC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990PF 2023-01-01 136121358 THE LOUIS & HAROLD PRICE FOUNDATION % THE FOUNDATION LOUI 2133308571 100 WOODBRIDGE CENTER DRIVE WOODBRIDGE NJ 070951191 BONNIE VITTI PRESIDENT 7326945413 2024-11-07 true true RICHARD L RUVELSON P00234075 3012726000 2024-11-08 2023 2024-10-15 13:58:12Z X 110331465 X 0 X 274001 274001 1555227 1555227 -444770 9684644 0 847757 771281 2232215 2600509 0 108860 10886 0 97974 435147 306812 128335 81760 2310 142079 132848 9231 767846 452856 0 235540 4776750 4776750 5544596 452856 0 5012290 -3312381 2147653 5775 5775 5775 2147094 1606944 1606944 6937667 6638782 6786980 56974032 55658904 90985739 3734841 3799634 3782001 4555862 4327409 7158261 6487 5765 5765 74361758 72043213 110331465 0 0 X 74361758 72043213 74361758 72043213 74361758 72043213 74361758 -3312381 994266 72043643 430 72043213 PUBLICLY TRADED SECURITIES 2023-12-31 9684644 10129414 -444770 -444770 -444770 29852 29852 29852 47820 0 47820 17968 17968 false false false false false true true false true true CA true false false false false true PRICEFOUNDATION.ORG THE FOUNDATION 7326945413 100 WOODBRIDGE CENTER DRIVE WOODBRIDGE NJ 070951191 false false false false false false false false false false false false false false false false false false false false false AL OSBORNE JR PHD 100 WOODBRIDGE CENTER DRIVE WOODBRIDGE NJ 070951191 TRUSTEE 0.15 0 0 0 BONNIE VITTI 100 WOODBRIDGE CENTER DRIVE WOODBRIDGE NJ 070951191 PRESIDENT/TRUSTEE 8.0 0 0 0 GEORGE ASCH 100 WOODBRIDGE CENTER DRIVE WOODBRIDGE NJ 070951191 TRUSTEE 0.15 0 0 0 BESSEMER TRUST 100 WOODBRIDGE CENTER DRIVE WOODBRIDGE NJ 070951191 INVESTMENT ADVISORY 430457 93956589 1410296 7157377 102524262 0 102524262 4468584 98055678 4902784 4902784 29852 14236 44088 4858696 4858696 4858696 5012290 0 0 0 0 5012290 4858696 4849311 2021 2020 2019 5012290 4849311 162979 0 0 4695717 0 0 X Access Afterschool PO Box 819 Carbondale Carbondale CO 81623 N/A PC General Operating Support 10000 American Corporation of the Arts 6233 Hollywood Boulevard Los Angeles CA 90028 N/A PC 2023-2024 Producer Level Membership 12000 American Friends of Shaare Zedek Medical 55 West 39th Street 4th Floor New York NY 10018 N/A PC General Operating Support 5000 American Jewish World Service 45 West 36th Street 11 New York NY 100187904 N/A PC General Operating Support 10000 Americares Foundation Inc 88 Hamilton Avenue Stamford CT 06902 N/A PC SUPPORT TO UKRAINE 20000 Anti-Defamation League - National 605 3rd Avenue New York NY 10158 N/A PC General Operating Support / Gift to Anti-Defamation League - National 105000 Anti-Defamation League Los Angeles 10495 Santa Monica Blvd Los Angeles CA 90025 N/A PC General Operating Support / Gift to Anti-Defamation League - Los Angeles 110000 APLA Health & Wellness 611 S KINGSLEY DR Los Angeles CA 900052319 N/A PC General Operating Support 1000 Aspen Hall of Fame PO Box 510 Aspen CO 81612 N/A PC General Operating Support / March 2023 Grant 2000 Aspen Historical Society 620 West Bleeker Street Aspen CO 81611 N/A PC General Operating Support 5000 Aspen Music Festival and School 222 Music School Road Aspen CO 81611 N/A PC General Operating Support 88000 Aspen Valley Ski-Snowboard Club Inc 300n AVSC Drive Aspen CO 81611 N/A PC SnoWarrior Skier Scholarships 10000 Aspen Youth Center PO Box 8266 Aspen CO 81612 N/A PC After School Clubs 10000 Avenues to Independence 513 Busse Highway Suite 100 Park Ridge IL 60068 N/A PC March 2023 Grant 100000 Bessie's Hope PO Box 12675 Denver CO 80212 N/A PC General Operating Support 5000 Bridging Bionics Foundation 455 Gold Rivers Court Basalt CO 81621 N/A PC General Operating Support 35000 Carnegie Hall Corporation 881 Seventh Avenue New York NY 100193321 N/A PC General operating support 5000 Cedars-Sinai Medical Center 8700 Beverly Blvd Suite 2416 Los Angeles CA 900480750 N/A PC General Support 40000 Center for Reproductive Rights 199 Water Street 22nd Floor New York NY 10038 N/A PC General Operating Support 50000 Center Theatre Group 601 West Temple Street Los Angeles CA 90012 N/A PC March 2023 Grant 150000 Children's Aid Society 117 West 124th Street 5th Floor New York NY 10027 N/A PC General Operating Support 2000 Columbia College Fund The PO Box 1523 New York NY 10008 N/A PC General operating support 5000 Cystic Fibrosis Canada 2323 Younge Street Suite 800 Toronto CA CA M4P 2C9 N/A PC 2023 Grant from The Louis and Harold Price Foundat 10000 de Toledo High School 22622 Vanowen Street Los Angeles CA 91307 N/A PC General Operating Support/ Tuition assistance program / Gift to de Toledo High School 85000 Dogwood Alliance 93 Church St Asheville NC 28801 N/A PC Communities Solutions 5000 English in Action PO Box 4856 Basalt CO 81612 N/A PC General Operating Support 10000 Ethical Culture Fieldston School 33 Central Park West New York NY 10023 N/A PC ECFS Annual Fund 5000 Exponent Philanthropy 1720 N Street NW Washington DC 20036 N/A PC Donation portion 100 Feeding America 35 East Wacker Drive 2000 Chicago IL 60601 N/A PC April 2023 Grant/ Gift to Feeding America 350000 Food Bank for New York City 39 Broadway 10th Floor New York NY 10006 N/A PC April 2023 Grant/ General Operating Support 40000 Food Bank of the Rockies 10700 E 45th Avenue Denver CO 80239 N/A PC April 2023 Grant/ 50% Western Slope & 50% General Operating Support 60000 Fresh Start Surgical Gifts 2011 Palomar Airport Rd Ste 206 Carlsbad CA 92011 N/A PC General Operating Support 10000 Harvard-Westlake School 3700 Coldwater Canyon Studio City CA 91604 N/A PC Gift to Harvard Westlake School 50000 Henry Street Settlement 265 Henry St New York NY 10002 N/A PC Boys and Girls Republic 2500 Hope House of Colorado 6475 Benton Street Bldg A Arvada CO 80003 N/A PC GED Program 10000 Independence Pass Foundation 312 AABC Suite F Aspen CO 80611 N/A PC General Operating Support 6000 Jewish Big Brothers Big Sisters of LA 11150 West Olympic Boulevard Suite Los Angeles CA 90064 N/A PC General Operating Support 5000 Jewish Federation Council of Greater LA 6505 Wilshire Boulevard Suite 1100 Los Angeles CA 90048 N/A PC March and April 2023 Grants/ Gift to Jewish Federation Council of Greater Los Angeles 350000 Jewish Foundation For The Righteous Inc 80 Main Street Suite 380 West Orange AL 070525438 N/A PC Rescuer Support Program 40000 Laradon 5100 Lincoln Street Denver CO 80216 N/A PC Individual Employment Program 10000 Lenox Hill Hospital Northwell Health Foundation 100 Eas New York NY 10075 N/A PC Northwell Health Foundation 10000 Leo Baeck Temple 1300 North Sepulveda Boulevard Los Angeles CA 90049 N/A PC General Operating Support 227500 LIFT-UP Pitkin County 800 Railroad Avenue Rifle CO 81650 N/A PC General Operating Support 20000 Lincoln Center For The Performing Arts 70 Lincoln Center Plaza 9th Floor New York NY 10023 N/A PC General operating support 5000 Los Angeles County Museum of Art 5905 Wilshire Boulevard Los Angeles CA 90036 N/A PC General Operating Support 5000 Los Angeles Jewish Home for the Aging 7150 Tampa Avenue Reseda CA 91335 N/A PC General Operating Support 10000 Los Angeles Opera Company 135 N Grand Ave Los Angeles CA 90012 N/A PC LA Opera's Education and Senior Programs 25000 Los Angeles Police Memorial Foundation 1880 North Academy Drive Los Angeles CA 90012 N/A PC General Operating Support 2500 Los Angeles Regional Foodbank 1734 East 41st Street Vernon CA 90058 N/A PC April 2023 Grant/ General Operating Support 60000 MANNA FoodBank Inc 627 SWANNANOA RIVER RD Asheville NC 28805 N/A PC General Operating Support 60000 Meals on Wheels - Denver 2660 Larimer Street Denver CO 80205 N/A PC General Operating Support/ Meals on Wheels Program 50000 Mountain Rescue-Aspen Inc 37925 Highway 82 Aspen CO 81611 N/A PC General Operating Support 1000 Museum of Tolerance 1399 South Roxbury Drive Los Angeles CA 90035 N/A PC General Operating Support 10000 National Center for Family Philanthropy 1667 K Street Northwest Suite 550 Washington DC 20006 N/A PC April 2023 Grant 1000 Natural Resources Defense Council 40 West 20th Street New York NY 10011 N/A PC April 2023 Grant 25000 New York Historical Society 170 Central Park West New York NY 10024 N/A PC General operating support 10000 New York Presbyterian Weill Cornell Med 850 Third Avenue 12th Floor New York NY 10022 N/A PC General operating support 10000 Oakwood School 11600 Magnolia Boulevard Los Angeles CA 91601 N/A PC March 2023 Grant 750000 ONEgeneration 17400 Victory Blvd Nuys CA 91406 N/A PC Grandparents as Parents - General Support 10000 Pitkin County Library 120 North Mill Street Aspen CO 81611 N/A PC General Operating Support 3000 Planned Parenthood Los Angeles 400 West 30th Street Los Angeles CA 90007 N/A PC General Operating Support 5000 Planned Parenthood of New York City 26 Bleecker Street New York NY 10012 N/A PC General Operating Support 5000 Planned Parenthood of the Rocky Mountains 7155 East 38th Avenue Denver CO 80207 N/A PC General Operating Support - Glenwood Springs Healt 5000 Population Connection 2120 L Street Northwest Wahington DC 20037 N/A PC April 2023 Grant 20000 Regents of the University of Colorado 1800 North Grant Street Suite 600 Denver CO 802031148 N/A PC Regents of the Univ of Colorado 100000 RESPONSE Help For Battered Women 405 Castle Creek Road Suite 203 Aspen CO 81612 N/A PC General Operating Support 10000 Rocky Mountain PBS - KRMA Channel 6 2101 Arapahoe St Denver CO 80205 N/A PC General Operating Support 5000 Saban Community Clinic 8405 Beverly Boulevard Los Angeles CA 90048 N/A PC General Operating Support 20000 Sacramento Food Bank & Family Services 3333 Third Avenue Sacramento CA 95817 N/A PC APRIL 2023 GRANT/ General Operating Support 60000 SafeHouse Denver 1649 North Downing Street Denver CO 80218 N/A PC General Operating Support 15000 Sea Shepherd Australia Limited 2 Ann St PO Box 1215 Williamstown AS 3016 N/A PC July 2023 - Grants - 1st installment toward aid of new boat and towing equipment 50000 Second Nurture 2389 Main Street Ste 100 Glastonbury CT 06033 N/A PC April 2023 Grant 25000 Shining Stars Foundation 24 County Road 524 Tabernash CO 80478 N/A PC April 2023 Grant 5000 Solomon R Guggenheim Foundation 1071 Fifth Avenue New York NY 10128 N/A PC General operating support 5000 Southern Poverty Law Center Inc 400 Washington Avenue Montgomery AL 36104 N/A PC Tolerance programs/monitor hate programs 40000 Swipe Out Hunger 3751 Motor Ave PO 34425 Los Angeles CA 90034 N/A PC General Operating Support 5000 Teach For America - Los Angeles 606 S Olive Street Suite 300 Los Angeles CA 90014 N/A PC General Operating Support 10000 Temple Beth Hillel 12326 Riverside Drive Valley Village CA 916073608 N/A PC May 6th Gala / Discretionary Fund / Security Needs 200000 The Buddy Program Inc 110 East Hallam Suite 125 Aspen CO 81611 N/A PC April 2023 Grant/ General Operating Support 50000 The Denver Rescue Mission 6100 Smith Road Denver CO 80216 N/A PC April 2023 Grant 25000 The Garry Marshall Theatre 4252 W Riverside Drive Burbank CA 91505 N/A PC General operating support 15000 The ISEF Foundation 520 8th Avenue Fourth Floor New York NY 10018 N/A PC April 2023 Grant/ Crisis Support 60000 The Jewish Federation of Greater LA 6505 Wilshire Boulevard Suite 1100 Los Angeles CA 90048 N/A PC Jewish Federation Council of Greater Los Angeles 100000 The Music Center of Los Angeles County 135 North Grande Avenue Los Angeles CA 90012 N/A PC The Music Center Arts Education Programs 20000 The People Concern 2116 Arlington Avenue Suite 100 Los Angeles CA 90018 N/A PC Sojourn - A Project of OPCC 10000 The Salvation Army 16941 Keegan Ave Carson CA 90746 N/A PC Siemon Family Youth & Community Center 10000 UCLA - Bootcamp for Veterans 110 Westwood Plaza Suite C305 Los Angeles CA 900951481 N/A PC Entrepreneurship Bootcamp for Veterans with Disabilities 25000 UCLA Foundation 110 Westwood Plaza Suite C305 Los Angeles CA 900951481 N/A PC Entrepreneurs BootCamp for Veterans (EBV) / The UCLA Foundation third installment pledge / Osborne Entrepreneurship & Innovation Fund (90719) 642500 United States Holocaust Memorial Museum 100 Raoul Wallenberg Place Southwes Washington DC 20024 N/A PC General Operating Support 5000 University of California Irvine Foundation 100 Theory Suite 250 Irvine CA 92617 N/A PC School of Science / UCI Foundation 5000 University of California Los Angeles 110 Westwood Plaza Suite F405 Los Angeles CA 900951481 N/A PC Fellowship Support 10650 University of Colorado Foundation 1800 Grant Street Suite 725 Denver CO 80301 N/A PC UCB Parent Fund 5000 University of ColoradoGuardian Scholars 1800 Grant Street Suite 725 Denver CO 80301 N/A PC Guardian Scholars Program 20000 University of Washington Foundation PACCAR Hal 4273 E Stevens Way NE Seattle WA 981953200 N/A PC Bradford-Osborne Research Award (BORA) 35000 Venice Family Clinic 604 Rose Avenue Venice CA 90291 N/A PC Early Head Start Program 5000 Visiting Nurse Assoc & Hospice of SC 2151 East Convention Center Way Sui Ontario CA 91764 N/A PC General Operating Support 10000 Women Founders Network 741 Iliff Street Pacific Palisades CA 90272 N/A PC 2023 Grant 10000 Yeshiva Ketana 12131 Burbank Boulevard Valley Village CA 91607 N/A PC General Operating Support 5000 4776750 Aspen Music Festival and School 222 Music School Road Aspen CO 81611 NONE PC General Operating Support 110000 Bridging Bionics 455 Gold Rivers Court Basalt CO 81621 NONE PC General Operating Support 75000 Buddy Program 110 East Hallam Suite 125 Aspen CO 81611 NONE PC Glenwood Springs 4 year campaign 50000 Harvard-Westlake HS 700 N Faring Road Los Angeles CA 90077 NONE PC General Operating Support 200000 Oakwood School 11600 Magnolia Boulevard Los Angeles CA 91601 NONE PC Campaign campus improvements 2300000 Sea Shepherd 2 Ann St PO Box 1215 Williamstown AS 3016 NONE PC Campaign purchase new boat and towing equipment 100000 UCLA 110 Westwood Plaza Suite C305 Los Angeles CA 900951481 PC Harold & Pauline Price Center for Entrepreneurial Studies in honor of Dr. Al Osborne 1200000 14 274001 14 1555227 01 18 -444770 1384458 1384458 false false false false false false false false false false IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $4,468,584 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT. 1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $102,524,263 2. 1.5% OF LINE 1: $1,537,864 3. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $4,013,153 (12/31/21); $4,380,308 (12/31/22); AND $5,012,290 (12/31/23) FOR AN AVERAGE OF $4,468,584 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. CHARITABLE ACTIVITIES. ABBVIE INC 103356 98706 AIR LEASE CORP 99082 102884 AMAZON.COM INC 0 0 AMERICAN EXPRESS CO 0 0 AMERICAN HONDA FINANCE 25995 27411 AUTOZONE INC 99902 101326 BANK OF AMERICA CORP 100200 101080 BANK OF MONTREAL 0 0 BP CAP MARKETS AMERICA 88727 91456 CANADIAN IMPERIAL BANK 0 0 CAPITAL ONE FINANCIAL CO 101897 105416 CHARLES SCHWAB CORP 110442 98567 CHEVRON USA INC 0 0 CITIGROUP INC 115718 111476 COMCAST CORP 120662 110251 D.R. HORTON INC 59813 53603 DTE ENERGY CO 110213 109370 ELECTRONIC ARTS INC 86792 86508 ENERGY TRANSFER PARTNERS 105694 96985 FLORIDA POWER & LIGHT CO 0 0 GENERAL MOTORS FINL CO 70760 67710 GENERAL MOTORS FINL CO 36207 35073 HCA INC 97527 102301 HP ENTERPRISE CO 100801 95650 JPMORGAN CHASE & CO 51047 50486 JPMORGAN CHASE & CO 51337 45303 LABORATORY CORP OF AMER 102887 106383 L3HARRIS TECH INC 99185 104354 MCDONALD'S CORP 0 0 MOODY'S CORPORATION 99854 99077 MORGAN STANLEY 96742 98270 OMNICOM GROUP INC 0 0 PAYPAL HOLDINGS INC 95866 87685 PIONEER NATURAL RESOURCE 0 0 PNC FINANCIAL SERVICES 102876 105029 PUB SVC NEW HAMP 0 0 PUBLIC STORAGE 110010 99270 ROPER TECHNOLOGIES INC 0 0 PUBLIC SERVICE ENTERPRIS 100089 106365 ROSS STORES INC 0 0 SAN DIEGO G&E 0 0 SHERWIN-WILLIAMS CO 73905 70144 SOUTHERN CAL EDISON 101191 106772 SOUTHWEST AIRLINES CO 97550 98673 STARBUCKS CORP 94885 97112 T-MOBILE USA INC 0 0 TOYOTA MOTOR CREDIT CORP 77158 77288 TRUIST FINANCIAL CORP 97137 99115 UNION PACIFIC CORP 0 0 VALERO ENERGY CORP 109928 109265 WARNERMEDIA HOLDINGS INC 100147 106658 SUMITOMO MITSUI FINL GRP 108640 112361 PFIZER INVESTMENT ENTER 104874 105563 BHP BILLITON FIN USA LTD 94491 99005 ENBRIDGE INC 97790 102613 SDART 2023-1 B 98257 99437 ISHARES S&P SMCAP 600 INDEX 3270630 4697725 ISHARES TR S&P 500 INDEX 46227548 77086138 ISHARES TR S&P MIDCAP 400 5163723 7867734 VANGUARD RUSSELL 1000 GROW 997003 1334142 6638782 6786980 CARLYLE REALTY PARTNERS VII AT COST 73294 233682 COMMONFUND CIP PARTNERS VI AT COST 217561 90148 COMMONFUND CNR PARTNERS VII AT COST 20181 136606 COMMONFUND CNR PARTNERS VIII AT COST 933099 842501 COMMONFUND CPE PARTNERS VII AT COST 244779 496394 GEM REALTY FUND VI, LP AT COST 485118 494678 LANDMARK EQUITY PARTNER XV, LP AT COST 128894 206491 LEGACY VENTURE VI (QP), LLC AT COST 464538 1690086 OHA SCF II (OFFSHORE), LP AT COST 460536 571081 PARK STREET CAPITAL NRF V, LP AT COST 394186 590844 WCAS XII-ASTRO LP AT COST 58303 0 WELSH, CARSON, ANDERSON & STOWE XII, LP AT COST 846920 1804866 ETON PARK OVERSEAS FUND AT COST 0 884 LEGAL FEES 108860 10886 97974 ACCRUED DIVIDENDS 6487 5765 5765 NONDEDUCTIBLE EXPENSES 430 K-1 EXPENSES 132848 132848 ADMINISTRATIVE EXPENSES 9231 9231 K-1 PASS-THROUGH INCOME 699997 699997 K-1 PASS-THROUGH INCOME (UBI) 76345 0 OTHER INCOME - PFIC (FROM K-1) 71284 71284 STATE TAX REFUND 131 0 UNREALIZED GAIN ON DONATED SECURITIES 994266 INVESTMENT MANAGEMENT FEES 291451 291451 MANAGEMENT FEES 137500 13750 123750 CUSTODY SERVICE FEES 1506 1506 ONLINE GRANTS MANAGEMENT 3640 3640 ADMINISTRATIVE SUPPORT 950 95 855 OTHER PROFESSIONAL FEES 100 10 90 FEDERAL 79450 WITHHOLDING 1954 1954 STATE 356 356