THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH (EIN 95-4155986)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202233189349105243
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T16:11:48-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11925 CENTURY PARK E 16TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954155986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GOLDRICH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGOLDBusinessNameControlTxt
Phone3102805001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15150 OVERLAND AVENUEAddressLine1Txt
CityCULVER CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID ROCHKINDPersonNm
Person TitleCFOPersonTitleTxt
Phone3102805001PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastROCHKINDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAYIIKA M DENNIS CPAPreparerPersonNm
PTINP01575149PTIN
Phone3102732501PhoneNum
Preparation2022-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$125,398,880FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,207,335ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,021InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,021InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,287,403DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,287,403DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$60,154NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,344,843GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$60,154CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$84,215OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$741OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$15,643,128TotalRevAndExpnssAmt
Total Net Invst Incm$2,352,319TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,703LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,703LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,625AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$21,625AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$220,547OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$220,547OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$64,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,088OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,073OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$312,963TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$220,547TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$28,401TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,610,293ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,610,293ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,923,256TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$220,547TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,638,694TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$719,872ExcessRevenueOverExpensesAmt
Net Investment Income$2,131,772NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,268,751SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,195,233SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,195,233SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$125,384OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$125,521OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$125,384OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$125,384OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$5,847,855CorporateStockBOYAmt
Corporate Stock EOY$17,847,855CorporateStockEOYAmt
Corporate Stock EOYFMV$21,979,885CorporateStockEOYFMVAmt
Other Investments BOY$85,185,775OtherInvestmentsBOYAmt
Other Investments EOY$75,953,227OtherInvestmentsEOYAmt
Other Investments EOYFMV$100,098,378OtherInvestmentsEOYFMVAmt
Total Assets BOY$96,427,902TotalAssetsBOYAmt
Total Assets EOY$97,121,699TotalAssetsEOYAmt
Total Assets EOYFMV$125,398,880TotalAssetsEOYFMVAmt
Accounts Payable BOY$26,370AccountsPayableBOYAmt
Accounts Payable EOY$295AccountsPayableEOYAmt
Total Liabilities BOY$26,370TotalLiabilitiesBOYAmt
Total Liabilities EOY$295TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$96,401,532NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$97,121,404NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$96,401,532TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$97,121,404TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$96,427,902TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$97,121,699TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$96,401,532TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$719,872ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$97,121,404SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$97,121,404TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY #674-433403P2021-01-012021-12-31$21,875,840$21,903,268-$27,428-$27,428
FIDELITY #674-433403P2019-01-012021-12-31$18,145,315$18,381,421-$236,106-$236,106
CAPITAL GAINS DIVIDENDSP$323,688$323,688$323,688
FieldValueIRS element (for citing)
Capital Gain Net Income$60,154CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$29,632InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$29,632SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$29,632TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$78,737EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$78,737TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$49,105OverpaymentAmt
Applied To ES Tax$49,105AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANDRE CULLINS CO THE GOLDRICH GROUIndividualWithBooksNm
Phone3102805001PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15150 OVERLAND AVENUEAddressLine1Txt
CityCULVER CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90230ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MELINDA GOLDRICH
5150 OVERLAND AVENUECULVER CITYCA90230PRESIDENT/DIRECTOR2.00$0$0$0
DAVID ROCHKIND
5150 OVERLAND AVENUECULVER CITYCA90230SECRETARY/CFO2.00$0$0$0
ANDRE CULLINS
5150 OVERLAND AVENUECULVER CITYCA90230CONTROLLER5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$112,538,848AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,857,684AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$115,396,532TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$115,396,532AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,730,948CashDeemedCharitableAmt
Net Vl Noncharitable Assets$113,665,584NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,683,279MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,683,279MinimumInvestmentReturnAmt
Tax Based On Investment Income$29,632TaxBasedOnInvestmentIncomeAmt
Total Tax$29,632TotalTaxAmt
Distributable Before Adj$5,653,647DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,653,647DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,653,647DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,638,694ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,638,694QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,653,647DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$3,451,127ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,451,127TotalExcessDistributionCyovAmt
Qualifying Distributions$14,638,694QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,653,647AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,985,047RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$12,436,174TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,436,174ExcessDistriCyovToNextYrAmt
Excess From Year1$3,451,127ExcessFromYear1Amt
Excess From Current Year$8,985,047ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF TEL AVIV UNIVERSITY
39 BROADWAY SUITE 1510NEW YORKNY10006NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$273,800
ASPEN FILMS
110 EAST HALLAM STREET SUITE 103ASPENCO81611NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$15,000
ASPEN JEWISH CONGREGATION
77 MEADOWOOD DRIVEASPENCO81611NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$18,000
BANDERAS BAY CHARITIES INC
505 N TOMAHAWK ISLAND DRIVEPORTLANDOR97217NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,553
BEVERLY HILLS FIREFIGHTERS ASSOCIATION
280 S BEVERLY DRIVE SUITE 302BEVERLY HILLSCA90212NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
BEVERLY HILLS POLICE OFFICERS BENEVOLENT FUND
9663 SANTA MONICA BLVD 786BEVERLY HILLSCA90210NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
CAYTON-GOLDRICH FAMILY FOUNDATION
5150 OVERLAND AVENUECULVER CITYCA90230NONEPRIVATE FOUNDATIONPUBLIC SUPPORT OF ORGANIZATION MISSION$6,600,936
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BLVD SUITE 2416LOS ANGELESCA90048NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$3,672,363
CHABAD JEWISH COMMUNITY CENTER (ASPEN CHABAD)
435 WEST MAIN STREETASPENCO81611NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$360
FRIENDS OF THE ASPEN ANIMAL SHELTER
101 ANIMAL SHELTER ROADASPENCO81611NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$250
FRIENDS OF THE ISRAEL SPORTS CENTER FOR THE DISABLED
ONE NORTHFIELD PLAZA SUITE 300NORTHFIELDIL60093NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$15,000
IMAGINATION PRODUCTIONS INC DBA OPENDORMEDIA
11110 W OAKLAND PARK BLVD SUITE 288SUNRISEFL33351NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$50,000
JEWISH AGENCY FOR ISRAEL (JAFI)
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$2,100,000
JEWISH COMMUNITY CENTERS OF DENVER - FOR JCC RANCH CAMP
350 S DAHLIA STREETDENVERCO80246NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,045,731
NE'EMAN FOUNDATION USA-FBO BARTALI YOUTH IN MOVEMENT (NGO)
18 HAZELTON ROADNEWTONMA02459NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$391,000
NESHAMA CENTER
PO BOX 8064ASPENCO81612NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,400
PEF ISRAEL ENDOWMENT FUNDS
630 THIRD AVENUE SUITE 1501NEW YORKNY10017NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$235,000
PHILLYBROOK CO INC
271 CEDAR COVEGLENWOOD SPRINGSCO81601NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$12,000
PORTRAITS OF HOPE CO CENTER FOR AMERICAN STUDIES & CULTURE
2118 WILSHIRE BLVD SUITE 527SANTA MONICACA90403NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$20,000
RAMAH IN THE ROCKIES
300 S DAHLIA STREET SUITE 300DENVERCO80246NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$40,000
TEMPLE AARON TRINIDAD
407 S MAPLE STREETTRINIDADCO81082NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,800
THE MUSIC CENTER
PO BOX 849743LOS ANGELESCA900849741NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,000
THEATRE ASPEN
110 EAST HALLAM STREET SUITE 103ASPENCO81611NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$2,500
WINDWARD SCHOOL - THE ADVANCEMENT OFFICE
11350 PALMS BLVDLOS ANGELESCA90066NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$100,000
YAD EZRA V' SHULAMIT
3470 WILSHIRE BLVD SUITE 1020LOS ANGELESCA90010NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$3,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,610,293TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,021ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,287,403ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$84,215ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$60,154ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,435,793ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,435,793TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MELINDA GOLDRICH JG ANNUITY TRUST U
15150 OVERLAND AVECULVER CITYCA90230$6,606,399Yes (X)
ANDREA G CAYTON JG ANNUITY TRUST UN
25150 OVERLAND AVECULVER CITYCA90230$6,600,636Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$21,625Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$21,625DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
THE CAYTON-GOLDRICH FAMILY FOUNDATION
5150 OVERLAND AVENUECULVER CITYCA902302020-12-08$6,600,936AGREED UPON DISTRIBUTION PER SPLIT OF FAMILY FOUNDATIONS$6,600,93611/8/21, 8/29/222022-08-29DONATIONS GIVEN ARE TO VALID PUBLIC CHARITIES IN LINE WITH THE GIVING OF GOLDRICH FAMILY FOUNDATION
THE CAYTON-GOLDRICH FAMILY FOUNDATION
5150 OVERLAND AVENUECULVER CITYCA902302021-11-12$6,600,926REPORT EXPENDITURES$555,3848/29/222022-08-29DONATIONS 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)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN STOCKS - EXCHANGE TRADED-PRODUCTS$5,847,855$9,710,089
INVESTMENT IN STOCKS - PRIVATE REAL ESTATE INCOME TRUST$12,000,000$12,269,796

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN MUTUAL FUNDSAT COST$70,173,936$91,678,786
INVESTMENT IN ALTERNATIVE INVESTMENTSAT COST$5,779,291$8,419,592

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,703LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,703DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$245$0$245
OFFICE EXPENSES$4,843$0$4,828

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
LITIGATION SETTLEMENT$741$741$741
GOLUB CAP PARTNERS PFIC$83,474$0$83,474

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$220,547Amt
Net Investment Income$220,547NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAID-FYE 2021CategoryTxt
Amt$64,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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