THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH (EIN 95-4155986)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349104679
Schema version
2020v4.1
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)
Return2021-11-15T12:49:27-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-12SignatureDt
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
Preparation2021-11-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$112,460,295FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,245,472ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,522InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,522InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,246,162DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,246,162DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$391,481NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$31,788,232GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$391,481CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,505OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,505OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$15,892,142TotalRevAndExpnssAmt
Total Net Invst Incm$2,646,670TotalNetInvstIncmAmt
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$781LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$781LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,125AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$12,125AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$188,533OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$188,533OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$391OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$391OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$201,840TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$188,533TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,307TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,441,899ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,441,899ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,643,739TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$188,533TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,455,206TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,248,403ExcessRevenueOverExpensesAmt
Net Investment Income$2,458,137NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,061,424SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,268,751SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,268,751SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$125,521OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$1,654,014OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$125,521OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$125,521OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$5,847,855CorporateStockEOYAmt
Corporate Stock EOYFMV$7,605,712CorporateStockEOYFMVAmt
Other Investments BOY$88,439,061OtherInvestmentsBOYAmt
Other Investments EOY$85,185,775OtherInvestmentsEOYAmt
Other Investments EOYFMV$99,460,311OtherInvestmentsEOYFMVAmt
Total Assets BOY$94,154,499TotalAssetsBOYAmt
Total Assets EOY$96,427,902TotalAssetsEOYAmt
Total Assets EOYFMV$112,460,295TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,370AccountsPayableBOYAmt
Accounts Payable EOY$26,370AccountsPayableEOYAmt
Total Liabilities BOY$1,370TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,370TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$94,153,129NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$96,401,532NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$94,153,129TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$96,401,532TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$94,154,499TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$96,427,902TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$94,153,129TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,248,403ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$96,401,532SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$96,401,532TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY #674-433403P2020-01-012020-12-31$6,880,595$7,609,787-$729,192-$729,192
FIDELITY #674-433403P2020-01-012020-12-31$24,907,637$23,786,964$1,120,673$1,120,673
FieldValueIRS element (for citing)
Capital Gain Net Income$391,481CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$34,168InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$34,168SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$34,168TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$48,905EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$48,905TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$14,737OverpaymentAmt
Applied To ES Tax$14,737AppliedToESTaxAmt
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 ExcYes (1)TransactionsFailToQlfyAsExcInd
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$99,295,490AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,259,180AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$101,554,670TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$101,554,670AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,523,320CashDeemedCharitableAmt
Net Vl Noncharitable Assets$100,031,350NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,001,568MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,001,568MinimumInvestmentReturnAmt
Tax Based On Investment Income$34,168TaxBasedOnInvestmentIncomeAmt
Total Tax$34,168TotalTaxAmt
Distributable Before Adj$4,967,400DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,967,400DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,967,400DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,455,206ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$13,455,206QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$13,455,206AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,967,400DistributableAsAdjustedAmt
Undistributed Income PY$5,036,679UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$13,455,206QualifyingDistributionsAmt
Applied To Year1$5,036,679AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,967,400AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,451,127RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,451,127TotalCorpusAmt
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$3,451,127ExcessDistriCyovToNextYrAmt
Excess From Current Year$3,451,127ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASPEN FILMFEST
110 EAST HALLAM STREET SUITE 103ASPENCO81611NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$21,000
ASPEN HOPE CENTER
PO BOX 1115BASALTCO81621NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$2,500
ASPEN JEWISH CONGREGATION
77 MEADOWOOD DRIVEASPENCO81611NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$36,000
BANDERAS BAY CHARITIES INC
505 N TOMAHAWK ISLAND DRIVEPORTLANDOR97217NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,750
BEIT T'SHUVAH
8831 VENICE BLVDLOS ANGELESCA90034NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$100,000
BEVERLY HILLS FIREFIGHTERS ASSOCIATION
280 S BEVERLY DRIVE SUITE 302BEVERLY HILLSCA90212NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,000
BEVERLY HILLS POLICE OFFICERS BENEVOLENT FUND
9663 SANTA MONICA BLVD 786BEVERLY HILLSCA90210NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$375
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$4,015,105
CENTER FOR AMERICAN STUDIES - PORTRAITS OF HOPE
2118 WILSHIRE BLVD SUITE 527SANTA MONICACA90403NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$30,000
CHABAD JEWISH COMMUNITY CENTER (ASPEN CHABAD)
435 WEST MAIN STREETASPENCO81611NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$438
ENDLESS PAWSIBILITIES
107 S MONARCH STREETASPENCO81611NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$2,000
FOUNDATION FOR JEWISH CAMP
253 WEST 35TH STREET 4TH FLOORNEW YORKNY10001NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$50,000
FRIENDS OF THE ASPEN ANIMAL SHELTER
101 ANIMAL SHELTER ROADASPENCO81611NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$255
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
ISRAFEST FOUNDATION INC
324 SOUTH BEVERLY DRIVE 424BEVERLY HILLSCA90212NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,800
JEWISH FAMILY SERVICE OF LOS ANGELES
3580 WILSHIRE BLVD SUITE 700LOS ANGELESCA90010NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$750,000
LOS ANGELES JEWISH FILM FESTIVAL
3250 WILSHIRE BLVD SUITE 1250LOS ANGELESCA90010NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
PEF ISRAEL ENDOWMENT FUNDS
630 THIRD AVENUE SUITE 1501NEW YORKNY10017NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$110,000
PHILLYBROOK CO INC
271 CEDAR COVEGLENWOOD SPRINGSCO81601NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$43,600
RIDE FOR THE LIVING LLC (FRIENDS OF JCC KRAKOW INC)
271 CEDAR COVEGLENWOOD SPRINGSCO81601NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$100,000
THE BUDDY PROGRAM
110 EAST HALLAM STREET SUITE 125ASPENCO81611NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$65
USC SHOAH FOUNDATION
650 W 35TH STREET SUITE 114LOS ANGELESCA90089NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,250,000
WESTERN SLOPE FOOD BANK OF ROCKIES
120 N RIVER ROADPALISADECO81526NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$75
WISE READERS TO LEADERS (FKA WISE FREEDOM SCHOOL PARTNERS)
15500 STEPHEN S WISE DRIVELOS ANGELESCA90077NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$250,000
YAD EZRA V' SHULAMIT
3470 WILSHIRE BLVD SUITE 1020LOS ANGELESCA90010NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,441,899TotalGrantOrContriPdDurYrAmt
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$7,522ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,246,162ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,505ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$391,481ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,646,670ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,646,670TotalIncomeProducingActyAmt

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 (8 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MELINDA GOLDRICH JG ANNUITY TRUST U
15150 OVERLAND AVECULVER CITYCA90230$6,600,936Yes (X)
ANDREA G CAYTON JG ANNUITY TRUST UN
25150 OVERLAND AVECULVER CITYCA90230$6,600,936Yes (X)
THE KAPILOFF FOUNDATION
35307 N CHARLES STBALTIMOREMD212102022$10,000Yes (X)
BRADLEY F SCHLOSSER
4405 N LAMAR BLVD SUITE 200AUSTINTX78703$5,000Yes (X)
RABBI JONATHAN GINSBURG
5950 AUGUSTA WAY 206HIGHLAND PARKIL60035$1,800Yes (X)
ARNOLD S HARRIS NINA G HARRIS
61117 WADE STHIGHLAND PARKIL60035$1,800Yes (X)
TED MCNABOLA
7161 N CLARK ST SUITE 2550CHICAGOIL606013246$5,000Yes (X)
BETH G KOPIN JEFFREY D KOPIN
8150 CARY AVENUEHIGHLAND PARKIL600354702$20,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$12,125Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,125DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CAYTON-GOLDRICH FAMILY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15150 OVERLAND AVENUEAddressLine1Txt
CityCULVER CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90230ZIPCd
FieldValueIRS element (for citing)
Grant2020-12-08GrantDt
Grant$6,600,936GrantAmt
Purpose Of GrantAGREED UPON DISTRIBUTION PER SPLIT OF FAMILY FOUNDATIONSPurposeOfGrantTxt
Expended By Grantee$2,908,455ExpendedByGranteeAmt
Dates Of Reports By Grantee11/8/21DatesOfReportsByGranteeTxt
Verification2021-11-08VerificationDt
Results Of VerificationDONATIONS GIVEN ARE TO VALID PUBLIC CHARITIES IN LINE WITH THE GIVING OF GOLDRICH FAMILY FOUNDATIONResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT IN STOCKS - EXCHANGE TRADED-PRODUCTSStockNm
EOY Book Value$5,847,855EOYBookValueAmt
EOYFMV$7,605,712EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN MUTUAL FUNDSAT COST$83,914,932$97,118,175
INVESTMENT IN ALTERNATIVE INVESTMENTSAT COST$1,270,843$2,342,136

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$781LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$781DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$225$0$225
BANK CHARGES$166$0$166

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
LITIGATION SETTLEMENT$5$5$5
FEDERAL TAX REFUND- FYE 2018$1,500$1,500$1,500

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$188,533Amt
Net Investment Income$188,533NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFILING FEECategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

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