GOLDHIRSH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GOLDHIRSH FOUNDATION (EIN 27-2824140)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349102588
- Schema version
- 2022v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:35:16-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260058143 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAP FINANCIAL PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 SIX FORKS ROAD | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276095734 | 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 | 272824140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDHIRSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 3235565879 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LIBERTY SQ 13FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TARA ROTH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3235565879 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TARA | PersonFirstNm |
| Person Last | ROTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW S KULESZKA | PreparerPersonNm |
| PTIN | P00545548 | PTIN |
| Phone | 6174882700 | PhoneNum |
| Preparation | 2023-11-13 | 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 | $59,685,991 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,572 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,572 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,010,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,010,224 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,501,819 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,756,532 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$3,489,023 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,012,796 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $537,747 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $537,747 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $435,578 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $435,578 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $64,094 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $64,094 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,402 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $544,248 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $202,186 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $293,241 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $261,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,993 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $52,556 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $32,994 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $16,497 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,497 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,350 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,350 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320,153 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $236,348 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $72,951 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,212,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $489,024 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,474,014 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,047,092 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,047,092 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,259,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $489,024 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,521,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,748,266 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $523,772 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $903,884 | CashEOYAmt |
| Cash EOYFMV | $903,884 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,815,375 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,010,726 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,010,726 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $59,157,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $51,981,522 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $57,771,381 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $61,972,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,896,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,685,991 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $61,972,575 | RetainedEarningBOYAmt |
| Retained Earning EOY | $53,896,132 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,972,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,896,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,972,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,896,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,972,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,748,266 | ExcessRevenueOverExpensesAmt |
| Other Increases | $671,823 | OtherIncreasesAmt |
| Subtotal | $53,896,132 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,896,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB 9827 | P | 2022-01-01 | 2022-12-31 | $4,507,342 | $5,245,171 | -$737,829 | -$737,829 |
| SCHWAB 9827 | P | 2010-01-01 | 2022-12-31 | $26,920,734 | $30,800,841 | -$3,880,107 | -$3,880,107 |
| PROTERRA INC | P | 2021-12-21 | 2022-02-09 | $28,959 | $19,760 | $9,199 | $9,199 |
| RECURSION PHARMACEUTICALS | P | 2021-12-15 | 2022-02-09 | $55,194 | $6,470 | $48,724 | $48,724 |
| RECURSION PHARMACEUTICALS | P | 2022-08-09 | 2022-09-08 | $57,793 | $6,470 | $51,323 | $51,323 |
| CANYON VALUE REDEMPTION | P | 2010-01-01 | 2022-12-31 | $1,438,836 | $1,065,000 | $373,836 | $373,836 |
| GOLDENTREE REDEMPTION | P | 2010-01-01 | 2022-12-31 | $1,983,412 | $1,500,000 | $483,412 | $483,412 |
| HAWK RIDGE REDEMPTION | P | 2010-01-01 | 2022-12-31 | $1,632,273 | $1,250,000 | $382,273 | $382,273 |
| NEWBROOK REDEMPTION | P | 2010-01-01 | 2022-12-31 | $1,443,620 | $1,065,000 | $378,620 | $378,620 |
| TACONIC REDEMPTION | P | 2010-01-01 | 2022-12-31 | $678,628 | $838,982 | -$160,354 | -$160,354 |
| SEC 1231 G/L FROM PARTNERSHIPS | P | 2010-01-01 | 2022-12-31 | $847 | -$847 | -$847 | |
| SEC 1250 FROM PARTNERSHIPS | P | 2010-01-01 | 2022-12-31 | $2,032 | $2,032 | $2,032 | |
| AMPLIFY.LA CAPITAL IV, LP | P | 2022-01-01 | 2022-12-31 | $531 | -$531 | -$531 | |
| AMPLIFY.LA CAPITAL IV, LP | P | 2010-01-01 | 2022-12-31 | $3,019 | -$3,019 | -$3,019 | |
| BEDROCK CAPITAL II LP | P | 2010-01-01 | 2022-12-31 | $33,928 | $33,928 | $33,928 | |
| BRIGHTON PARK CAPITAL FUND I-A, LP | P | 2010-01-01 | 2022-12-31 | $2,377 | -$2,377 | -$2,377 | |
| CENTRAL PARK GROUP | P | 2022-01-01 | 2022-12-31 | $4 | $4 | $4 | |
| CENTRAL PARK GROUP | P | 2010-01-01 | 2022-12-31 | $47,750 | $47,750 | $47,750 | |
| COLLABORATIVE I | P | 2022-01-01 | 2022-12-31 | $12 | $12 | $12 | |
| COLLABORATIVE I | P | 2010-01-01 | 2022-12-31 | $22,644 | $22,644 | $22,644 | |
| COLLABORATIVE II | P | 2010-01-01 | 2022-12-31 | $9,280 | $9,280 | $9,280 | |
| COLLABORATIVE III | P | 2010-01-01 | 2022-12-31 | $17,816 | -$17,816 | -$17,816 | |
| COLLABORATIVE IV | P | 2010-01-01 | 2022-12-31 | $13,560 | $13,560 | $13,560 | |
| CORE INNOVATION CAPITAL II | P | 2022-01-01 | 2022-12-31 | $1,014 | -$1,014 | -$1,014 | |
| CORE INNOVATION CAPITAL II | P | 2010-01-01 | 2022-12-31 | $9,118 | -$9,118 | -$9,118 | |
| ECLIPSE FUND III LP | P | 2010-01-01 | 2022-12-31 | $1,705 | $1,705 | $1,705 | |
| ELECTRIC CAPITAL VENTURE FUND | P | 2022-01-01 | 2022-12-31 | $172 | $172 | $172 | |
| ELECTRIC CAPITAL VENTURE FUND | P | 2010-01-01 | 2022-12-31 | $8,627 | -$8,627 | -$8,627 | |
| KDT VENTURES II | P | 2022-01-01 | 2022-12-31 | $75 | $75 | $75 | |
| KDT VENTURES II | P | 2010-01-01 | 2022-12-31 | $3,428 | $3,428 | $3,428 | |
| LOWERCARBON 411.2 | P | 2020-01-01 | 2022-12-31 | $111 | -$111 | -$111 | |
| M13 VENTURES III | P | 2020-01-01 | 2022-12-31 | $249 | -$249 | -$249 | |
| NEW MOUNTAIN | P | 2010-01-01 | 2022-12-31 | $64,317 | $64,317 | $64,317 | |
| OBVIOUS VENTURES II | P | 2020-01-01 | 2022-12-31 | $203 | -$203 | -$203 | |
| RC MC I | P | 2010-01-01 | 2022-12-31 | $8,076 | -$8,076 | -$8,076 | |
| RC MC II 2007 LLC | P | 2010-01-01 | 2022-12-31 | $19,185 | $19,185 | $19,185 | |
| RC MC III | P | 2022-01-01 | 2022-12-31 | $188 | $188 | $188 | |
| RC MC III | P | 2010-01-01 | 2022-12-31 | $3,054 | $3,054 | $3,054 | |
| REDMILE BIOPHARMA INVESTMENTS II | P | 2010-01-01 | 2022-12-31 | $17,261 | $17,261 | $17,261 | |
| UNREASONABLE CAPITAL | P | 2021-01-01 | 2022-12-31 | $42,139 | -$42,139 | -$42,139 | |
| YES VC II | P | 2022-01-01 | 2022-12-31 | $2,730 | -$2,730 | -$2,730 | |
| SCHWAB 5561 | P | 2022-11-30 | 2022-12-01 | $9,539,962 | $11,263,800 | -$1,723,838 | -$1,723,838 |
| MIURA GLOBAL | P | 2010-01-01 | 2022-03-11 | $51,325 | $51,325 | $51,325 | |
| WORLDZ LLC | P | 2010-01-01 | 2022-12-31 | $128,232 | $100,000 | $28,232 | $28,232 |
| K1 RC MC III 2008 LLC | P | 2010-01-01 | 2022-12-31 | $527 | $527 | $527 | |
| CAPITAL GAINS DIVIDENDS | P | $51,100 | $51,100 | $51,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,501,819 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,280 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,280 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $193,546 | 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 | $193,546 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $186,266 | OverpaymentAmt |
| Applied To ES Tax | $186,266 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.GOLDHIRSHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CAPTRUST | IndividualWithBooksNm |
| Phone | 6174882700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LIBERTY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BENJAMIN A GOLDHIRSH | |||||||||
| C/O SECOND HOME HOLLYWOOD 1370 N ST | ANDREWS PLACE | LOS ANGELES | CA | 90028 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CLAIRE DENISE HOFFMAN | |||||||||
| C/O SECOND HOME HOLLYWOOD 1370 N ST | ANDREWS PLACE | LOS ANGELES | CA | 90028 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| TARA ROTH | |||||||||
| C/O SECOND HOME HOLLYWOOD 1370 N ST | ANDREWS PLACE | LOS ANGELES | CA | 90028 | TREASURER | 40.00 | $537,747 | $35,903 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EVOKE ADVISORS | |||||
| 10635 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | INVESTMENT ADVISORY | $178,322 |
| CAPTRUST | |||||
| ONE LIBERTY SQUARE 13TH FL | BOSTON | MA | 02109 | TAX AND ADMINISTRATION | $119,322 |
| AVIVAR CAPITAL | |||||
| 5250 LANKERSHIM BLVD SUITE 500 | NORTH HOLLYWOOD | CA | 91601 | CONSULTING | $53,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $66,985,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,445,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,430,819 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,430,819 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,041,462 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,389,357 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,419,468 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,419,468 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,280 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $267 | IncomeTaxAmt |
| Total Tax | $7,547 | TotalTaxAmt |
| Distributable Before Adj | $3,411,921 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,411,921 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,411,921 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,521,106 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,521,106 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,411,921 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $524,989 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $713,957 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $903,825 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $268,744 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,411,515 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,521,106 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,411,921 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,109,185 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,520,700 | 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 | $524,989 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,995,711 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $713,957 | ExcessFromYear4Amt |
| Excess From Year3 | $903,825 | ExcessFromYear3Amt |
| Excess From Year2 | $268,744 | ExcessFromYear2Amt |
| Excess From Current Year | $1,109,185 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLTRUISTS INC | ||||||||
| 1110 GORGAS AVE SUITE A4-700 | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC | SUBSCRIPTION BOXES | $35,000 | |
| AMIGOS OF COSTA RICA | ||||||||
| 101 E GAY ST | WEST CHESTER | PA | 19380 | NONE | PUBLIC | OSTI SCHOOL | $1,000 | |
| AMIGOS OF COSTA RICA | ||||||||
| 101 E GAY ST | WEST CHESTER | PA | 19380 | NONE | PUBLIC | FBO BOMBEROS, FUNDRAISING MATCH | $50,000 | |
| AMIGOS OF COSTA RICA | ||||||||
| 101 E GAY ST | WEST CHESTER | PA | 19380 | NONE | PUBLIC | NOSARA CIVIC ASSOC - ESPERANZA/NOSARA SIENTE PROJECT | $60,000 | |
| AMIGOS OF COSTA RICA | ||||||||
| 101 E GAY ST | WEST CHESTER | PA | 19380 | NONE | PUBLIC | NOSARA CIVIC ASSOC - CALLE MODELO PROJECT | $100,000 | |
| ANTI-RECIDIVISM COALITION | ||||||||
| 1320 E 7TH STREET SUITE 260 | LOS ANGELES | CA | 90021 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | |
| BLACK WOMEN FOR WELLNESS | ||||||||
| 4340 11TH AVENUE | LOS ANGELES | CA | 90008 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | |
| BROOKLYN BRIDGE PARK CONSERVANCY | ||||||||
| 334 FURMAN STREET | BROOKLYN | NY | 11201 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 | |
| BROOKLYN PUBLIC LIBRARY | ||||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 | |
| BROOKLYN PUBLIC LIBRARY | ||||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | NONE | PUBLIC | 125TH ANNIVERSARY GALA | $10,000 | |
| BROOKLYN PUBLIC LIBRARY | ||||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | NONE | PUBLIC | 25K PATHWAYS TO LEADERSHIP, 25K GENERAL OPERATING EXPENSES | $50,000 | |
| CERRITOS COLLEGE FOUNDATION | ||||||||
| 11110 ALONDRA BLVD | NORWALK | CA | 90650 | NONE | PUBLIC | LA2050 LISTENS EVENT | $5,000 | |
| CICLAVIA | ||||||||
| 525 S HEWITT STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC | HONORARIUM GRANT, LA2050 PARTICIPATION | $1,000 | |
| CLIMATE RESOLVE | ||||||||
| 525 S HEWITT STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | |
| COLLEGE OF THE HOLY CROSS | ||||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | HOLY CROSS FUND | $5,000 | |
| COLOR THE WATER | ||||||||
| 3512 PACIFIC AVE APT 3 | MARINA DEL REY | CA | 90292 | NONE | PUBLIC | LA2050 LISTENS EVENT | $5,000 | |
| COLUMBIA GLOBAL REPORTS | ||||||||
| 622 WEST 113TH STREET MC 4518 | NEW YORK | NY | 10027 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 | |
| COLUMBIA SCHOOL OF JOURNALISM | ||||||||
| 2950 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC | ANNUAL FUND SCHOLARSHIPS, INVESTIGATIVE REPORTING RESOURCE | $50,000 | |
| COMMUNITY COALITION | ||||||||
| 8108 S VERMONT AVE | LOS ANGELES | CA | 90044 | NONE | PUBLIC | LA2050 LISTENS EVENT | $5,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90074 | NONE | PUBLIC | FBO LONG BEACH IMMIGRANTS RIGHTS COALITION | $50,000 | |
| COMMUNITY PARTNERS FBO LAS FOTOS | ||||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90074 | NONE | PUBLIC | HONORARIUM GRANT, LA2050 PARTICIPATION | $1,000 | |
| DIA ART FOUNDATION | ||||||||
| 535 WEST 22ND ST 6TH FL | NEW YORK | NY | 10011 | NONE | PUBLIC | DIA FOUNDATION FOR CURATORS COUNCIL SUPPORT | $10,000 | |
| EDUCATION THROUGH MUSIC - LA INC | ||||||||
| 2501 W BURBANK BLVD STE 301 | BURBANK | CA | 91505 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | |
| FEED FOUNDATION | ||||||||
| PO BOX 20103 | NEW YORK | NY | 10014 | NONE | PUBLIC | INNOVATION FUND | $25,000 | |
| FOSTER NATION | ||||||||
| 11150 SANTA MONICA BLVD STE 1500 | LOS ANGELES | CA | 90025 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | |
| FULFILLMENT FUND | ||||||||
| 6100 WILSHIRE BLVD STE 600 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | |
| GIRLS INC OF THE VALLEY | ||||||||
| PO BOX 6812 | HOLYOKE | MA | 01041 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| GROWING COMMUNITIES INC | ||||||||
| 3753 DEGNAN BLVD | LOS ANGELES | CA | 90018 | NONE | PUBLIC | HONORARIUM GRANT, LA2050 PARTICIPATION | $1,000 | |
| HEALING CALIFORNIA | ||||||||
| 919 S FREMONT AVE STE 338 | ALHAMBRA | CA | 91803 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | |
| HUMAN RIGHTS FIRST | ||||||||
| 75 BROAD ST 31ST FL | NEW YORK | NY | 10004 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| INNER CITY LAW CENTER | ||||||||
| 1309 E SEVENTH STREET | LOS ANGELES | CA | 90021 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | |
| JUNIOR HIGH INCORPORATED | ||||||||
| 603 S BRAND BLVD | GLENDALE | CA | 91204 | NONE | PUBLIC | LA2050 LISTENS EVENT | $5,000 | |
| LA CAUSA YOUTHBUILD | ||||||||
| 110 S GARFIELD AVENUE | MONTEBELLO | CA | 90640 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE - REPLACEMENT CK | $50,000 | |
| LA CLEANTECH INCUBATOR | ||||||||
| 525 S HEWITT AVE | LOS ANGELES | CA | 90013 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | |
| LA CONSERVATION CORPS | ||||||||
| 1400 N SPRING STREET | LOS ANGELES | CA | 90012 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | |
| LA-MAS | ||||||||
| 2806 CLEARWATER STREET | LOS ANGELES | CA | 90039 | NONE | PUBLIC | LA2050 LISTENS EVENT | $5,000 | |
| LEGACY LA YOUTH DEVELOPMENT CORPORATION | ||||||||
| 1350 SAN PABLO STREET | LOS ANGELES | CA | 90033 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | |
| LOST ANGELS CHILDREN'S PROJECT | ||||||||
| 44528 BEECH AVENUE | LANCASTER | CA | 93534 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | |
| LOYOLA HIGH SCHOOL | ||||||||
| 1901 VENICE BOULEVARD | LOS ANGELES | CA | 90006 | NONE | PUBLIC | CONTRIBUTION | $6,000 | |
| NATIONAL PRESS FOUNDATION | ||||||||
| 1211 CONNECTICUT AVE NW SUITE 310 | WASHINGTON | DC | 20036 | NONE | PUBLIC | WM KIPLINGER AWARD | $3,500 | |
| NATURAL HISTORY MUSEUMS OF LA COUNTY | ||||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | NONE | PUBLIC | LA2050 LISTENS EVENT | $5,000 | |
| NATURE FOR ALL | ||||||||
| 201 W GARVEY AVENUE STE 102-503 | MOTEREY PARK | CA | 91754 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | |
| ON THE GO LA | ||||||||
| 8774 FRIENDSHIP AVENUE | PICO RIVERA | CA | 90660 | NONE | PUBLIC | HONORARIUM GRANT, LA2050 PARTICIPATION | $1,000 | |
| PEOPLE'S YOGA LLC | ||||||||
| 5161 PONOMA BLVD 209 | LOS ANGELES | CA | 90022 | NONE | PUBLIC | LA2050 LISTENS EVENT | $5,000 | |
| PLEDGELING FOUNDATION | ||||||||
| 2100 ABBOT KINNEY BLVD UNIT E | VENICE | CA | 90291 | NONE | PUBLIC | 2022 GIVING TUESDAY MATCH | $10,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $200,000 | |
| RSF | ||||||||
| PO BOX 2007 | SAN FRANCISCO | CA | 94126 | NONE | PUBLIC | FUND: GOLDHIRSH VIA TARA | $12,000 | |
| RUCKUSROOTS | ||||||||
| PO BOX 411604 | LOS ANGELES | CA | 90041 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | |
| SERPENTINE AMERICAS FOUNDATION | ||||||||
| 909 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| SHAREFEST COMMUNITY DEVELOPMENT INC | ||||||||
| 638 S BEACON ST STE 700 | SAN PEDRO | CA | 90731 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | |
| SJPLA | ||||||||
| 360 E 2ND STREET STE 800 | LOS ANGELES | CA | 90012 | NONE | PUBLIC | 2023 LA2050 GRANTS CHALLENGE PARTNER | $40,000 | |
| SNOOT FARMS | ||||||||
| 25517 N STATE RD 121 | ALACHUA | FL | 32615 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| SOCIAL JUSTICE PARTNERS LOS ANGELES | ||||||||
| 360 E 2ND STREET STE 800 | LOS ANGELES | CA | 90012 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE EVALUATION PARTNER | $30,000 | |
| ST JOSEPH HIGH SCHOOL CHARITABLE FDN | ||||||||
| 145 PLAINFIELD AVENUE | METUCHEN | NJ | 08840 | NONE | PUBLIC | JOHN SABINE '79 MEMORIAL SCHOLARSHIP FUND | $5,000 | |
| SUMMIT IMPACT | ||||||||
| 6755 MIRA MESA BLVD | SAN DIEGO | CA | 92121 | NONE | PUBLIC | DEMOCRACY IMPACT LAB | $150,000 | |
| TACO INTL LLC | ||||||||
| PO BOX 252385 | LOS ANGELES | CA | 90026 | NONE | PUBLIC | LA2050 LISTENS EVENT | $5,000 | |
| THAI COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 6376 YUCCA STREET SUITE B | LOS ANGELES | CA | 90028 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | |
| THE ADVERTISING COUNCIL INC | ||||||||
| 815 SECOND AVE 9TH FL | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE PACKER COLLEGIATE INSTITUTE | ||||||||
| PO BOX 22759 | NEW YORK | NY | 10087 | NONE | PUBLIC | 1ST PAYMENT OF 4 OVER 4 YEARS | $250,000 | |
| THE PRICE CENTER FOR SOCIAL INNOVATION | ||||||||
| 3500 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90089 | NONE | PUBLIC | EXAMINING SOCIAL INNOVATION OF LA2050 PROJECTS | $3,592 | |
| THE RIGHTWAY FOUNDATION | ||||||||
| 3650 W MARTIN LUTHER KING JR BLVD | LOS ANGELES | CA | 90008 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | STE 195 |
| THE SYNERGOS INSTITUTE INC | ||||||||
| 1 EAST 53RD ST 7TH FL | NEW YORK | NY | 10022 | NONE | PUBLIC | 25K GPC MEMBERSHIP DUES, 10K CAMPAIGN | $35,000 | |
| THE TIYYA FOUNDATION | ||||||||
| 1819 1/2 ECHO PARK AVE | LOS ANGELES | CA | 90026 | NONE | PUBLIC | FLAVORS FROM AFAR - LA2050 GRANTS CHALLENGE - REPLACEMENT CK | $75,000 | |
| THEODORE PAYNE FOUNDATION | ||||||||
| 10459 TUXFORD STREET | SUN VALLEY | CA | 91352 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | |
| TRUST FOR PUBLIC LAND | ||||||||
| PO BOX 889336 | LOS ANGELES | CA | 90088 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | |
| UNION DE VECINOS | ||||||||
| PO BOX 33164 | LOS ANGELES | CA | 90033 | NONE | PUBLIC | LA2050 LISTENS EVENT | $5,000 | |
| UNITE AMERICA INSTITUTE | ||||||||
| 1580 LINCOLN ST 520 | DENVER | CO | 80203 | NONE | PUBLIC | DEMOCRACY IMPACT LAB | $150,000 | |
| URBAN PEACE INSTITUTE | ||||||||
| 1910 W SUNSET BLVD STE 800 | LOS ANGELES | CA | 90026 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | |
| YOUNG WOMEN'S FREEDOM CENTER | ||||||||
| 832 FOLSOM ST STE 700 | SAN FRANCISCO | CA | 94107 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | |
| ZOCALO PUBLIC SQUARE | ||||||||
| 1111 S BROADWAY | LOS ANGELES | CA | 90015 | NONE | PUBLIC | HOW CAN GIRLS & WOMEN WIN IN IRAN | $2,000 | |
| ZOCALO PUBLIC SQUARE | ||||||||
| 1111 S BROADWAY | LOS ANGELES | CA | 90015 | NONE | PUBLIC | LA2050 LISTENS EVENT | $5,000 | |
| TRINITY BOSTON CONNECTS | ||||||||
| 206 CLARENDON ST | BOSTON | MA | 02116 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,047,092 | 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 | $2,572 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,010,224 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,501,819 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$3,489,023 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$3,489,023 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB & LOEB | CategoryTxt |
| Legal Fees | $14,402 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (78 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIAMOND HILL CAPITAL MGMT (SMA ACCT) | $2,628 | $0 | $0 |
| FIERA CAPITAL INC (SMA ACCT) | $840 | $0 | $0 |
| HS MANAGEMENT (SMA ACCT) | $4,685 | $0 | $0 |
| VAUGHN NELSON INVESTMENT (SMA ACCT) | $1,558 | ||
| THE LONDON CO OF VIRGINIA (SMA ACCT) | $2,038 | $0 | $0 |
| PROTERRA INC | $19,760 | $0 | $0 |
| RECURSION PHARMACEUTICAL | $8,410 | $0 | $0 |
| ARTISAN INTERNATIONAL VA | $3,209,940 | $0 | $0 |
| CALVERT EMERGING MARKETS | $3,654,639 | $3,643,717 | $2,512,627 |
| DODGE & COX INCOME | $5,175,272 | $0 | $0 |
| DOUBLELINE TOTAL RETURN | $5,199,965 | $0 | $0 |
| GMO CLIMATE CHANGE | $0 | $1,421,974 | $1,308,295 |
| ISHARES CORE S&P 500 | $12,278,553 | $0 | $0 |
| ISHARES ESG MSCI EM ETF | $0 | $566,728 | $543,936 |
| JACKSON SQUARE MID-CAP | $2,435,186 | $0 | $0 |
| PIMCO 15+ YEAR US TIPS ETF | $0 | $3,305,240 | $3,146,184 |
| RPAR RISK PARITY TIDAL | $10,100,295 | $0 | $0 |
| SCHWAB US TIPS ETF | $0 | $1,999,990 | $1,982,003 |
| SPDR GOLD MINISHARES ETV | $0 | $2,944,519 | $3,051,758 |
| VANGUARD ESG INTERNATIONAL STOCK | $0 | $5,863,926 | $5,871,614 |
| VANGUARD ESG US STOCK | $0 | $14,186,057 | $13,635,589 |
| VANGUARD EXTENDED DURATION TREASURY ETF | $0 | $1,416,467 | $1,323,623 |
| VANGUARD ITM-TERM TREASURY | $0 | $7,001,216 | $6,996,430 |
| WCM FOCUSED INTERNATIONAL | $3,085,358 | $0 | $0 |
| CANYON VALUE REALIZATION FUND LP | $1,065,000 | $0 | $25,179 |
| GOLDENTREE SELECT TREE | $1,500,000 | $0 | $17,476 |
| HAWK RIDGE PARTNERS OFFSHORE LTD | $1,250,000 | $0 | $0 |
| NEWBROOK CAPITAL LP | $1,065,000 | $0 | $0 |
| TACONIC OPPORTUNITY | $838,982 | $0 | $0 |
| 2045 VENTURES, LP | $18,767 | $26,267 | $45,496 |
| AMPLIFY.LA CAPITAL IV, LP | $75,507 | $71,526 | $122,029 |
| ANGELLIST | $0 | $100,000 | $100,000 |
| BEDROCK CAPITAL II LP | $463,754 | $490,312 | $848,144 |
| BEGIN A LEGACY INC (DBA GVNG) | $200,000 | $200,000 | $200,000 |
| BLAIR (NEW EPONA) | $100,000 | $34,020 | $74,569 |
| BOOKSHOP | $0 | $100,000 | $100,000 |
| BOOM CAPITAL FUND I, LP | $214,456 | $221,629 | $421,098 |
| BOOM CAPITAL FUND II, LP | $0 | $208,730 | $208,825 |
| BRIGHTON PARK CAPITAL FUND I-A, LP | $300,262 | $505,524 | $579,783 |
| CENTRAL PARK GROUP ALLIANCE FUND | $5,366 | $49,820 | $51,661 |
| COLLABORATIVE I, LP | $326,479 | $343,481 | $240,019 |
| COLLABORATIVE II, LP | $677,163 | $671,672 | $1,754,086 |
| COLLABORATIVE III, LP | $743,457 | $713,846 | $3,603,335 |
| COLLABORATIVE IV, LP | $197,122 | $229,208 | $458,507 |
| CORE INNOVATION CAPITAL II, LP | $191,132 | $194,181 | $591,916 |
| ECLIPSE FUND III LP | $310,366 | $336,503 | $587,678 |
| ELECTRIC CAPITAL VENTURE FUND I, LP | $241,540 | $226,835 | $479,259 |
| ENCANTOS MEDIA | $50,000 | $50,000 | $50,574 |
| HARVEST FRESH FOODS (EVERY TABLE) | $411,000 | $411,000 | $467,537 |
| IMPACT ASSETS | $0 | $105,400 | $105,400 |
| KDT VENTURES II | $112,048 | $164,965 | $206,035 |
| LOWERCARBON 419.1, LP | $52,404 | $246,736 | $248,590 |
| LOWERCARBON N20 333.9, LP | $202,460 | $220,911 | $219,999 |
| LOWERCARBON 411.2, LP | $193,875 | $220,776 | $236,654 |
| LOWERCARBON CH4 1893.4 OPPORTUNITY, LP | $0 | $185,543 | $185,514 |
| M13 VENTURES III, LP | $25,000 | $89,221 | $95,570 |
| NATION BUILDER (3DNA) | $100,000 | $100,000 | $100,000 |
| NEW MOUNTAIN PARTNERS V | $367,731 | $390,186 | $846,208 |
| NOSARA CRECE PRI | $100,000 | $100,000 | $100,000 |
| OBVIOUS VENTURES II, LP | $258,448 | $348,980 | $1,125,575 |
| OPTIMIST INDUSTRIES | $50,000 | $50,000 | $125,000 |
| PUREPLUS (STOCK) | $75,000 | $75,000 | $75,000 |
| RC/MC II 2007 LLC | $260,872 | $231,421 | $143,875 |
| RC/MC III 2008 LLC | $181,783 | $126,055 | $220,334 |
| RC/MORGAN CREEK I | $174,781 | $153,578 | $66,290 |
| REALITY CRISIS OY | $99,898 | $99,898 | $99,898 |
| REDMILE BIOPHARMA INVESTMENTS II, LP | $198,158 | $200,270 | $239,276 |
| SINGULARITY EDUCATION GROUP | $250,000 | $250,000 | $264,014 |
| SLAUSON & CO FUND I | $21,929 | $43,815 | $48,410 |
| SOKO (STOCK) | $200,000 | $200,000 | $200,000 |
| SONERA MAGNETICS | $0 | $50,000 | $50,000 |
| STONES2MILESTONES | $100,000 | $100,000 | $100,000 |
| TUBBS VENTURES | $0 | $27,000 | $27,000 |
| UNREASONABLE CAPITAL FUND I | $159,555 | $106,421 | $488,067 |
| WILLOW GROWTH PARTNERS FUND, LP | $61,278 | $135,592 | $193,623 |
| WORLDZ LLC | $100,000 | $0 | $74,350 |
| YES VC II, LP | $62,500 | $100,366 | $97,765 |
| ZIPONGO CONVERTIBLE NOTE SERIES A | $325,000 | $325,000 | $389,704 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TOTAL SECTION 59(E)(2) EXPENSES FROM PARTNERSHIPS | $898 | $898 | $0 |
| TOTAL PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS | $234,350 | $234,350 | $0 |
| TOTAL NON DEDUCTIBLE EXP FROM PARTNERSHIPS | $1,329 | $0 | $0 |
| PAYROLL PROCESSING FEES | $39,223 | $0 | $39,223 |
| WORKERS COMP INSURANCE | $12,907 | $0 | $12,907 |
| FILING FEES | $25 | $25 | $0 |
| LA2050 EVENT EXPENSES | $2,000 | $0 | $2,000 |
| MEMBERSHIP DUES | $9,525 | $0 | $0 |
| CHARITABLE DONATIONS FROM K-1S | $3 | $0 | $3 |
| INTEREST EXPENSE FROM PARTNERSHIPS | $1,075 | $1,075 | $0 |
| MAILCHIMP MARKETING | $18,818 | $0 | $18,818 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $671,823 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAPTRUST- ADMINISTRATION AND TAX | $119,322 | $23,864 | $95,458 |
| LA2050 EXPENSES | $14,195 | $0 | $14,195 |
| LA2050 WEB DESIGN | $106,503 | $0 | $106,503 |
| REIMBURSED TRAVEL EXP & OUT OF POCKET EXPENSES | $48,821 | $0 | $0 |
| CONSULTANT -AVIVAR CAPITAL | $53,700 | $0 | $53,700 |
| CONSULTANT - CHRISTIANSEN CONSULTING | $2,325 | $0 | $2,325 |
| CONSULTANT - COMPENSATION ADVISORY PARTNERS | $21,060 | $0 | $21,060 |
| EVOKE ADVISORY FEE | $178,322 | $178,322 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $52,556 | $0 | $52,556 |
| FOREIGN TAX W/HELD PSHIP K1'S | $3,349 | $3,349 | $0 |
| FEDERAL 990PF EXTENSION PAYMENT | $75,000 | $0 | $0 |
| FEDERAL 2022 ESTIMATED TAX | $100,000 | $0 | $0 |
| FRANCHISE TAX BOARD YE 12/20 | $36 | $0 | $0 |
| FORIEGN TAX PD SCHWAB FUNDING | $30,644 | $30,644 | $0 |
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