THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH (EIN 95-4155986)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349106565
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T21:05:54-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954155986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDRICH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 3102805001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5150 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ROCHKIND | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3102805001 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | ROCHKIND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAYIIKA M DENNIS CPA | PreparerPersonNm |
| PTIN | P01575149 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $113,038,299 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,221,872 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,198 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,198 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,117,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,117,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,493,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,213,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $897,312 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $897,312 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,747,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,019,605 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,340 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,340 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $213,148 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $213,148 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84,054 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $83,337 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $717 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $339,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $296,485 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,332 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,645,642 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,645,642 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,985,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $296,485 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,688,974 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$237,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,723,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,195,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,318,778 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,318,778 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,227,863 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $125,384 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,227,863 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,227,863 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $17,847,855 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,275,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,517,595 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $75,953,227 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,061,639 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,974,063 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $97,121,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,883,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,038,299 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $295 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $295 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $295 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $295 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $97,121,404 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $96,883,666 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,121,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,883,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,121,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,883,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,121,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$237,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $96,883,666 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,883,666 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY #674-433403 | P | 2022-01-01 | 2022-12-31 | $7,200,064 | $7,429,562 | -$229,498 | -$229,498 |
| FIDELITY #674-433403 | P | 2022-01-01 | 2022-12-31 | $32,741,591 | $36,273,996 | -$3,532,405 | -$3,532,405 |
| GOLUB CAPITAL PTRS (PFIC) | P | 2022-01-01 | 2022-12-31 | $1,056 | $1,056 | $1,056 | |
| GOLUB CAPITAL PTRS (PFIC) | P | 2022-01-01 | 2022-12-31 | $6,563 | $6,563 | $6,563 | |
| SPECIAL SITUATIONS (ROC) | P | 2022-01-01 | 2022-12-31 | $1,835 | $1,835 | $1,835 | |
| MARATHON GOLDRICH FUND LP K-1 | P | 2022-01-01 | 2022-12-31 | $9,277 | $9,277 | $9,277 | |
| MARATHON GOLDRICH FUND LP K-1 | P | 2022-01-01 | 2022-12-31 | $3,213 | -$3,213 | -$3,213 | |
| CAPITAL GAINS DIVIDENDS | P | $252,629 | $252,629 | $252,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,493,756 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,851 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,851 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,851 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,105 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $49,105 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,254 | OverpaymentAmt |
| Applied To ES Tax | $11,254 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDRE CULLINS CO THE GOLDRICH GROU | IndividualWithBooksNm |
| Phone | 3102805001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5150 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MELINDA GOLDRICH | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID ROCHKIND | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | SECRETARY/CFO | 2.00 | $0 | $0 | $0 |
| ANDRE CULLINS | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | CONTROLLER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $96,948,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,118,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,066,747 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $101,066,747 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,516,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,550,746 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,977,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,977,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,851 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,851 | TotalTaxAmt |
| Distributable Before Adj | $4,939,686 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,939,686 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,939,686 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,688,974 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,688,974 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,939,686 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $3,451,127 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,985,047 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,436,174 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,688,974 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,939,686 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,749,288 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,185,462 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,185,462 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,451,127 | ExcessFromYear2Amt |
| Excess From Year1 | $8,985,047 | ExcessFromYear1Amt |
| Excess From Current Year | $7,749,288 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||
| 8 WEST 40TH STREET FL 8 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $150,000 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 11766 WILSHIRE BLVD SUITE 840 | LOS ANGELES | CA | 900256646 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200,000 |
| ASPEN FILMS | |||||||
| 110 EAST HALLAM STREET SUITE 103 | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $13,330 |
| ASPEN JEWISH CONGREGATION | |||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $18,000 |
| BEVERLY HILLS FIREFIGHTERS ASSOCIATION | |||||||
| 269 S BEVERLY DRIVE SUITE 755 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| BEVERLY HILLS POLICE OFFICERS BENEVOLENT FUND | |||||||
| 9663 SANTA MONICA BLVD 786 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| BRIDGING BIONICS FOUNDATION | |||||||
| PO BOX 3767 | BASALT | CO | 81621 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| CAYTON-GOLDRICH FAMILY FOUNDATION | |||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | NONE | PRIVATE FOUNDATION | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,600,936 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $4,062,532 |
| CHABAD JEWISH COMMUNITY CENTER (ASPEN CHABAD) | |||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,825 |
| FRIENDS OF JCC KRAKOW | |||||||
| 74 LA FAYETTE AVENUE SUITE 101 | SUFFERN | NY | 10901 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $226,636 |
| FRIENDS OF ROMANIA | |||||||
| 8920 HOLLY LEAF LANE | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,800 |
| FRIENDS OF THE ASPEN ANIMAL SHELTER | |||||||
| 101 ANIMAL SHELTER ROAD | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES (FIDF) | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,180 |
| GLENWOOD SPRINGS ARTS COUNCIL | |||||||
| PO BOX 233 | GLENWOOD SPRINGS | CO | 81602 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $340 |
| HILLEL AT UCLA | |||||||
| 574 HILGARD AVENUE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,600 |
| JEWISH AGENCY FOR ISRAEL (JAFINA) | |||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $710,000 |
| JEWISH COMMUNITY CENTERS OF DENVER - FOR JCC RANCH CAMP | |||||||
| 350 S DAHLIA STREET | DENVER | CO | 80246 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $124,417 |
| JOINT DISTRIBUTION COMMITTEE (JDC) | |||||||
| 220 E 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| MOMENTUM UNLIMITED INC | |||||||
| 6101 EXECUTIVE BLVD SUITE 240 | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $53,000 |
| NE'EMAN FOUNDATION USA-FBO BARTALI YOUTH IN MOVEMENT (NGO) | |||||||
| 18 HAZELTON ROAD | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $362,286 |
| NESHAMA CENTER | |||||||
| PO BOX 8064 | ASPEN | CO | 81612 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,800 |
| RAMAH IN THE ROCKIES | |||||||
| 300 S DAHLIA STREET SUITE 300 | DENVER | CO | 80246 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $40,000 |
| SUZANNE HORWICH - FOR ARTIST GIVING BACK PROJECT | |||||||
| 36 RYAN COURT | DURANGO | CO | 81301 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $20,360 |
| THE MARK BRADFORD PROJECT | |||||||
| 512 WEST DONOVAN STREET | HOUSTON | TX | 77091 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $9,600 |
| THE MUSIC CENTER | |||||||
| PO BOX 849743 | LOS ANGELES | CA | 900849741 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,645,642 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,198 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,117,095 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $897,312 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,493,756 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$474,151 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$474,151 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MELINDA GOLDRICH JG ANNUITY TRUST U | ||||||
| 1 | 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | $6,600,936 | Yes (X) |
| ANDREA G CAYTON JG ANNUITY TRUST UN | ||||||
| 2 | 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | $6,600,936 | Yes (X) |
| TOM FELLMANN | ||||||
| 3 | 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | $10,000 | Yes (X) |
| MICHAEL STAENBERG | ||||||
| 4 | 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $37,275 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,275 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE CAYTON-GOLDRICH FAMILY FOUNDATION | ||||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | 2021-11-12 | $6,600,926 | REPORT EXPENDITURES | $6,600,926 | 8/29/22, 7/27/23 | 2023-07-27 | DONATIONS GIVEN ARE TO VALID PUBLIC CHARITIES IN LINE WITH THE GIVING OF GOLDRICH FAMILY FOUNDATION |
| THE CAYTON-GOLDRICH FAMILY FOUNDATION | ||||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | 2022-12-15 | $6,600,936 | AGREED UPON DISTRIBUTION PER SPLIT OF FAMILY FOUNDATIONS | $56,105 | 7/27/23 | 2023-07-27 | DONATIONS GIVEN ARE TO VALID PUBLIC CHARITIES IN LINE WITH THE GIVING OF GOLDRICH FAMILY FOUNDATION |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN STOCKS - PRIVATE REAL ESTATE INCOME TRUST | $11,427,826 | $12,959,296 |
| INVESTMENT IN STOCKS - EXCHANGE TRADED-PRODUCTS | $5,847,855 | $7,558,299 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN MUTUAL FUNDS | AT COST | $48,027,960 | $58,488,710 |
| INVESTMENT IN ALTERNATIVE INVESTMENTS | AT COST | $26,033,679 | $28,485,353 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,340 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,340 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $400 | $0 | $400 |
| BANK CHARGES | $258 | $0 | $258 |
| OTHER EXPENSE | $59 | $0 | $59 |
| INVESTMENT INTEREST EXPENSE K-1 | $14,139 | $14,139 | $0 |
| OTHER DEDUCTIONS K-1 | $69,198 | $69,198 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GOLUB CAP PARTNERS PFIC | $807,642 | $807,642 | $807,642 |
| MARATHON GOLDRICH FUND LP K-1 | $5,220 | $5,220 | $5,220 |
| MARATHON GOLDRICH FUND LP K-1 | -$118 | -$118 | -$118 |
| MARATHON GOLDRICH FUND LP K-1 | $2,183 | $2,183 | $2,183 |
| IEQ CAP ACC FD-FP CREDIT PTRS II TE,LP (K-1) | $82,385 | $82,385 | $82,385 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $213,148 | Amt |
| Net Investment Income | $213,148 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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