THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH (EIN 95-4155986)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349105628
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T16:37:36-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954155986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDRICH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 3102805001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5150 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ROCHKIND | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3102805001 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAYIIKA DENNIS | PreparerPersonNm |
| PTIN | P01575149 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 15:51:41 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9A4A8B048A8B5CB9C3E0E0008FB24706BD561990 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $105,190,248 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $37,486,631 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31,929 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,929 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,328,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,328,145 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$94,151 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,840,080 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,902 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,902 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $40,754,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,361,976 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,506 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,506 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $102,232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,755 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $239,540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $226,406 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,385 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $378,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $245,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,341 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,975,903 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,975,903 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,354,631 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $245,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,025,244 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,399,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,116,815 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,799,108 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,061,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,061,424 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,654,014 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $9,157,380 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,654,014 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,654,014 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $9,038,639 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,153,567 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,325,441 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $65,917,780 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $88,439,061 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $99,474,810 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $132,391,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,154,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,190,248 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,370 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,370 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $132,391,915 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $94,153,129 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,391,915 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,153,129 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,391,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $94,154,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,391,915 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,399,825 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $168,791,740 | SubtotalAmt |
| Other Decreases | $74,638,611 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,153,129 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB #3102-3209 | P | $2,102,128 | $2,161,676 | -$59,548 | -$59,548 |
| CHARLES SCHWAB #3102-3209 | P | $3,650,459 | $3,372,416 | $278,043 | $278,043 |
| FIDELITY #674-433403 | P | $19,019,301 | $18,873,328 | $145,973 | $145,973 |
| FIDELITY #674-433403 | P | $14,777,640 | $15,526,811 | -$749,171 | -$749,171 |
| CAPITAL GAINS DIVIDENDS | P | $290,552 | $290,552 | $290,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$94,151 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,320,458 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $70,549,238 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047066 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,177,432 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $67,936,585 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046771 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,979,766 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $64,349,043 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046306 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,654,289 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $60,340,089 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043989 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,216,437 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,741,444 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041243 | DistributionYr5Rt |
| Total Distribution | 0.225375 | TotalDistributionRt |
| Average Distribution | 0.045075 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $113,332,580 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,108,466 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31,168 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,139,634 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,025,244 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,336 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62,336 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62,336 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $111,440 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $111,440 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $199 | EsPenaltyAmt |
| Overpayment | $48,905 | OverpaymentAmt |
| Applied To ES Tax | $48,905 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDRE CULLINS CO THE GOLDRICH GROU | IndividualWithBooksNm |
| Phone | 3102805001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5150 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MELINDA GOLDRICH | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID ROCHKIND | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | SECRETARY/CFO | 2.00 | $0 | $0 | $0 |
| ANDRE CULLINS | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | CONTROLLER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $107,313,286 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,745,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $115,058,457 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $115,058,457 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,725,877 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,332,580 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,666,629 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,666,629 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,336 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,336 | TotalTaxAmt |
| Distributable Before Adj | $5,604,293 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,604,293 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,604,293 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,025,244 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,025,244 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,025,244 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,604,293 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,457,630 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,025,244 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,457,630 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $567,614 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,036,679 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF TEL AVIV UNIVER | |||||||
| 39 BROADWAY 15TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $74,400 |
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,060 |
| ASPEN CARES | |||||||
| PO BOX 188 | ASPEN | CO | 81612 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $430 |
| ASPEN FAMILY CONNECTIONS | |||||||
| 235 HIGH SCHOOL ROAD | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $350 |
| ASPEN FILMFEST | |||||||
| 110 EAST HALLAM STREET SUITE 103 | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,950 |
| BANDERAS BAY CHARITIES INC | |||||||
| 505 N TOMAHAWK ISLAND DRIVE | PORTLAND | OR | 97217 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,000 |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 |
| BEVERLY HILLS FIREFIGHTERS ASSOCIAT | |||||||
| 280 S BEVERLY DRIVE SUITE 302 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| BEVERLY HILLS POLICE OFFICERS ASSOC | |||||||
| 464 NORTH REXFORD DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $375 |
| BRIDGING BIONICS FOUNDATION | |||||||
| PO BOX 3767 | BASALT | CO | 81621 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,800 |
| CHABAD JEWISH COMMUNITY CENTER ASPE | |||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| CHALLENGE AMERICA | |||||||
| PO BOX 4467 | BASALT | CO | 81621 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| DAVID LABKOVSKI PROJECT | |||||||
| 7258 PONDERA CIRCLE | WEST HILLS | CA | 91307 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| FRIENDS OF JCC KRAKOW | |||||||
| 74 LA FAYETTE AVENUE SUITE 101 | SUFFERN | NY | 10901 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $45,790 |
| FRIENDS OF THE ISRAEL DEFENSE FORCE | |||||||
| 6505 WILSHIRE BLVD SUITE 625 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $216 |
| FRIENDS OF THE ISRAEL SPORTS CENTER | |||||||
| ONE NORTHFIELD PLAZA SUITE 300 | NORTHFIELD | IL | 60093 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $60,000 |
| INNOVATION AFRICA | |||||||
| 520 8TH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,800 |
| ISRAFEST FOUNDATION INC | |||||||
| 324 SOUTH BEVERLY DRIVE 424 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,000 |
| JEWISH AGENCY FOR ISRAEL JAFI | |||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| JEWISH FAMILY SERVICE OF LOS ANGELE | |||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000,000 |
| JEWISH FEDERATION OF SANTA BARBARA | |||||||
| 524 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,180 |
| JEWISH WORLD WATCH | |||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| LOS ANGELES JEWISH FILM FESTIVAL | |||||||
| 3250 WILSHIRE BLVD SUITE 1250 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| LOS ANGELES JEWISH HOME FOR THE AGI | |||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,150 |
| MACCABI WORLD UNION INC | |||||||
| 520 8TH AVENUE FL 4 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $65,000 |
| MOISHE HOUSE | |||||||
| 5007 PROVIDENCE ROAD SUITE E216 | CHARLOTTE | NC | 28226 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| MUSIC CENTER FOUNDERS | |||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $209,435 |
| PHILLYBROOK CO INC | |||||||
| 271 CEDAR COVE | GLENWOOD SPRINGS | CO | 81601 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $63,750 |
| PJ LIBRARY | |||||||
| HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,600 |
| PROJECT TIKVAH | |||||||
| 4221 WILSHIRE BLVD SUITE 240 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| RETT SYNDROME RESEARCH CENTER | |||||||
| 67 UNDER CLIFF ROAD | TRUMBULL | CT | 06611 | NONE | PUBLIC CHARITY | PUBIC SUPPORT OF ORGANIZATION MISSION | $250 |
| RIDE FOR THE LIVING LLC FRIENDS OF | |||||||
| 271 CEDAR COVE | GLENWOOD SPRINGS | CO | 81601 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $464,712 |
| STEPHEN S WISE TEMPLE | |||||||
| 15500 STEPHEN S WISE DR | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| SUMMIT54 | |||||||
| 1550 LARIMER ST SUITE 770 | DENVER | CO | 80202 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| THE FARM COLLABORATIVE FKA ASPEN TR | |||||||
| PO BOX 8064 | ASPEN | CO | 81612 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $146,735 |
| THEATRE ASPEN | |||||||
| 110 EAST HALLAM STREET SUITE 103 | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| UNITED STATES HOLOCAUST MEMORIAL MU | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,800 |
| USC SHOAH FOUNDATION | |||||||
| 650 W 35TH STREET SUITE 114 | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,250,000 |
| WINDWARD SCHOOL - THE ADVANCEMENT O | |||||||
| 11350 PALMS BLVD | LOS ANGELES | CA | 90066 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 |
| WISE READERS TO LEADERS FKA WISE FR | |||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250,000 |
| WISH FOR WHEELS | |||||||
| 8101 E PRENTICE AVENUE SUITE 800 | GREENWOOD VILLAGE | CO | 80111 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,975,903 | 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 | $31,929 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,328,145 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,902 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$94,151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,267,825 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,267,825 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (24 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MELINDA GOLDRICH JG ANNUITY TRUST U | ||||||
| 1 | 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | $18,694,526 | Yes (X) |
| ANDREA G CAYTON JG ANNUITY TRUST UN | ||||||
| 2 | 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | $18,694,525 | Yes (X) |
| ETHAN A BUDIN KAREN K BUDIN | ||||||
| 3 | 50 REVERE CT | DEERFIELD | IL | 600154425 | $1,000 | Yes (X) |
| ROBERT KALMAN NANCY KALMAN | ||||||
| 4 | 374 NORTH DEERE PARK DR EAST | HIGHLAND PARK | IL | 60035 | $1,800 | Yes (X) |
| JEFF AND LEAH DAVIS | ||||||
| 5 | PO BOX 11054 | ASPEN | CO | 81612 | $2,830 | Yes (X) |
| H HOUSTON COWAN JANICE L COWAN | ||||||
| 6 | 137 DIAMOND A RANCH RD | CARBONDALE | CO | 81623 | $3,515 | Yes (X) |
| IRISH H ROOKASIN | ||||||
| 7 | 1501 MAROON CREEK RD UNIT 10 | ASPEN | CO | 816113310 | $2,745 | Yes (X) |
| PANKOWSKY FAMILY TRUST FUND | ||||||
| 8 | 454 PECAN WAY DR | SAN ANTONIO | TX | 78240 | $2,500 | Yes (X) |
| SHARON G MADISON | ||||||
| 9 | 1820 HOOKER ST | DENVER | CO | 80204 | $2,875 | Yes (X) |
| SAMUEL J NORDAN HARRIET L NORDAN | ||||||
| 10 | 316 LYNCROFT RD | NEW ROCHELLE | NY | 108044123 | $2,745 | Yes (X) |
| DON S CLURMAN | ||||||
| 11 | 640 DIAMOND ST | LAGUNA BEACH | CA | 92651 | $3,515 | Yes (X) |
| BARRY SOBEL JODIE SOBEL | ||||||
| 12 | PO BOX 1681 | PARK CITY | UT | 840601681 | $5,360 | Yes (X) |
| JENNY S ROSENBERG JAMES J KEHOE | ||||||
| 13 | PO BOX 12159 | ASPEN | CO | 816129329 | $2,680 | Yes (X) |
| GARY ZIMMERMAN | ||||||
| 14 | 49 N FEDERAL HWY SUITE 131 | POMPANO BEACH | FL | 33062 | $450 | Yes (X) |
| JOHN S KEAN BETH KEAN | ||||||
| 15 | 329-14TH STREET | SANTA MONICA | CA | 90402 | $2,815 | Yes (X) |
| THE KAPILOFF FOUNDATION | ||||||
| 16 | 5307 N CHARLES ST | BALTIMORE | MD | 212102022 | $1,800 | Yes (X) |
| ALIZA LIBERMANPTY 27676 | ||||||
| 17 | 7270 NW 35 TER | MIAMI | FL | 33122 | $45,000 | Yes (X) |
| SUSAN WYLE SCHREIBER | ||||||
| 18 | 465 BEECH ST | HIGHLAND PARK | IL | 600354122 | $2,450 | Yes (X) |
| ANNE AND DR DEAN TSARWHAS | ||||||
| 19 | 260 WALLACE RD | LAKE FOREST | IL | 60045 | $500 | Yes (X) |
| JACK DREIFUSS | ||||||
| 20 | 1817 JACKSON ST | SAN FRANCISCO | CA | 94109 | $1,000 | Yes (X) |
| MICHAEL BASKIN FELICIA BASKIN | ||||||
| 21 | 2511 ELM AVENUE | EVANSTON | IL | 602012141 | $500 | Yes (X) |
| JUDITH LAVIN | ||||||
| 22 | 1199 LINCOLN AVE S | HIGHLAND PARK | IL | 600354109 | $500 | Yes (X) |
| RABBI STEVEN LOWENSTEIN | ||||||
| 23 | 840 VERNON AVENUE | GLENCOE | IL | 60022 | $1,000 | Yes (X) |
| BRADLEY F SCHLOSSER | ||||||
| 24 | 405 N LAMAR BLVD SUITE 200 | AUSTIN | TX | 78703 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $35,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,450 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN MUTUAL FUNDS | AT COST | $85,659,569 | $94,804,349 |
| INVESTMENT IN ALTERNATIVE INVESTMENTS | AT COST | $2,779,492 | $4,670,461 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,506 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,506 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AS PERMISSIBLE BY SECTION 507(B)(2), GOLDRICH FAMILY FOUNDATION SPLIT INTO 2 | $74,638,608 |
| FOUNDATIONS. THE RECIPIENT FOUNDATION IS THE CAYTON-GOLDRICH FAMILY | $1 |
| FOUNDATION. THE NEW FOUNDATION POSSES THE SAME ATTRIBUTES AS GOLDRICH | $1 |
| FAMILY FOUNDATION AND RECEIVED A PRO-RATA PORTION OF THE TAX BENEFITS. | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $226,406 | $226,406 | $0 |
| FILING FEES | $245 | $0 | $245 |
| BANK CHARGES | $57 | $0 | $0 |
| ADMINISTRATIVE EXPENSES - HOLOCAUST PROJECT | $12,139 | $0 | $12,140 |
| OFFICE EXPENSE - SUPPLIES | $693 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - PIMCO ALL ASSET | $179 | $179 | $179 |
| OTHER INCOME - CS 3102-3209 | $1,723 | $1,723 | $1,723 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $18,745 | $18,745 | $0 |
| STATE INCOME TAX - FYE 2018 | $10 | $10 | $0 |
| FEDERAL TAXES-ESTIMATED TAXES FYE 2019 | $83,477 | $0 | $0 |
Comments