THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH (EIN 95-4155986)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349104604
- Schema version
- 2018v3.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T16:37:06-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-14 | 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 | 2019-11-14 | 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 | 2019-11-14 | IPDt |
| IP Tm | 15:39:20 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EB14D97C979C4436D100C663A9528401E18238A8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $140,311,312 | 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 | $9,191,226 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,939 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,939 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,946,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,946,120 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,367,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,609,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,367,347 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,031 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $51,031 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,572,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,381,437 | 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 | $9,406 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,406 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $338,296 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118,296 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $220,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,783 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,783 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,596 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,596 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $92,042 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $91,305 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $737 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $511,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $238,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $272,739 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,479,607 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,479,607 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,990,730 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $238,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,752,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,581,933 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,143,053 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,547,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,799,108 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,799,108 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $9,157,380 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $16,236,250 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $9,157,380 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $9,157,380 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $7,101,666 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,038,639 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,941,178 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,886,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,153,567 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,240,255 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,220,406 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,325,441 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,803,505 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $51,817,280 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $65,917,780 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $69,369,886 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $118,809,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,391,915 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $140,311,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $118,809,982 | RetainedEarningBOYAmt |
| Retained Earning EOY | $132,391,915 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,809,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,391,915 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $118,809,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,391,915 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,809,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,581,933 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $132,391,915 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $132,391,915 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB #3102-3209 | P | $11,544,960 | $11,597,442 | -$52,482 | -$52,482 |
| CHARLES SCHWAB #3102-3209 | P | $8,365,563 | $7,718,453 | $647,110 | $647,110 |
| FIDELITY #674-433403 | P | $9,836,864 | $10,087,936 | -$251,072 | -$251,072 |
| FIDELITY #674-433403 | P | $11,560,300 | $8,635,101 | $2,925,199 | $2,925,199 |
| UBS FINANCIAL #Y6 19593 7W | P | $1,986,658 | $1,237,175 | $749,483 | $749,483 |
| ALTAIR RIMROCK K-1 #674-433403 | P | $5,184,430 | $5,184,430 | $5,184,430 | |
| ALTAIR RIMROCK REALIZED LOSS UPON DISPOSITION OF ASSET | P | $1,965,681 | -$1,965,681 | -$1,965,681 | |
| CAPITAL GAINS DIVIDENDS | P | $130,360 | $130,360 | $130,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,367,347 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,354,864 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $135,873,170 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046771 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,959,532 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $128,698,086 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046306 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,308,577 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $120,680,178 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043989 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,432,874 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $107,482,888 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041243 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $491,028 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $96,947,611 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.005065 | DistributionYr5Rt |
| Total Distribution | 0.183374 | TotalDistributionRt |
| Average Distribution | 0.036675 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $141,098,475 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,174,787 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $111,431 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,286,218 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,752,346 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $111,431 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $111,431 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $111,431 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $139,394 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $139,394 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27,963 | OverpaymentAmt |
| Applied To ES Tax | $27,963 | 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 (6 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 |
| ANDREA GOLDRICH CAYTON | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | SECRETARY/TREASURER/DIRECT | 2.00 | $0 | $0 | $0 |
| DORETTA GOLDRICH | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID ROCHKIND | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | CFO | 2.00 | $0 | $0 | $0 |
| ANDRE CULLINS | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | CONTROLLER | 5.00 | $0 | $0 | $0 |
| BARRY CAYTON | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | ASSISTANT TREASURER | 2.00 | $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 | $140,228,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,018,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $143,247,183 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $143,247,183 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,148,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $141,098,475 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,054,924 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,054,924 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $111,431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $111,431 | TotalTaxAmt |
| Distributable Before Adj | $6,943,493 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,943,493 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,943,493 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,752,346 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,752,346 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $111,431 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,640,915 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,943,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,724,112 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,752,346 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,724,112 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,234 | 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 | $6,915,259 | 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 (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADO | |||||||
| 6505 WILSHIRE BLVD SUITE 750 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| AMERICAN FRIENDS OF MEIR PANIM | |||||||
| 5316 NEW UTRECHT VENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| AMERICAN FRIENDS OF SOROKA MEDICAL | |||||||
| PO BOX 184-H | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIVER | |||||||
| 39 BROADWAY 15TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $78,550 |
| ASPEN BUDDY PROGRAM AKA BUDDY | |||||||
| 110 EAST HALLAM STREET SUITE 125 | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $27,610 |
| ASPEN FILMFEST | |||||||
| 110 EAST HALLAM STREET SUITE 102 | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,700 |
| ASPEN JEWISH CONGREGATION | |||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| ASPEN TREE | |||||||
| PO BOX 8064 | ASPEN | CO | 81612 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $150,000 |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $101,300 |
| BEVERLY HILLS FIREFIGHTERS ASSOCIAT | |||||||
| 427 N CANON DRIVE SUITE 108 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| BEVERLY HILLS POLICE OFFICERS ASSOC | |||||||
| 464 NORTH REXFORD DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $450 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 10100 SANTA MONICA BLVD SUITE 300 | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| BLUE MAN DOG INC | |||||||
| 2416 W VICTORY BLVD SUITE 272 | BURBANK | CA | 91506 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| BOSTON CHILDREN'S HOSPITAL-DAVID CA | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 |
| BRIDGING BIONICS FOUNDATION | |||||||
| PO BOX 3767 | BASALT | CO | 81621 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $7,500 |
| COLORADO POLICE OFFICERS FOUNDATION | |||||||
| 8400 ALCOTT STREET | WESTMINSTER | CO | 80031 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $55 |
| DE TOLEDO HIGH SCHOOL FKA NEW COMMU | |||||||
| 22622 VANOWEN STREET | WEST HILLS | CA | 91307 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| FIDELITY CHARITABLE GIFT FUND 660-0 | |||||||
| C/O JP MORGAN CHASE BANK | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $418,000 |
| FRIENDS OF JCC KRAKOW | |||||||
| 74 LA FAYETTE AVENUE SUITE 101 | SUFFERN | NY | 10901 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $36,000 |
| FRIENDS OF THE ASPEN ANIMAL SHELTER | |||||||
| 101 ANIMAL SHELTER ROAD | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $415 |
| FRIENDS OF THE ISRAEL DEFENSE FORCE | |||||||
| 6505 WILSHIRE BLVD SUITE 625 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $16,000 |
| FRIENDSHIP CIRCLE OF LOS ANGELES | |||||||
| 1952 S ROBERTSON BLVD | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| GW HILLEL GEORGE WASHINGTON HILLEL | |||||||
| 2101 F STREET NW | WASHINGTON | DC | 20052 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,450 |
| HAPPY TRAILS FOR KIDS | |||||||
| 2525 OCEAN PARK BLVD SUITE 104 | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| HARVARD - WESTLAKE SCHOOL | |||||||
| 700 N FARING ROAD | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| HERITAGE RETREATS | |||||||
| 557 FENLON BLVD | CLIFTON | NJ | 07014 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $12,000 |
| ISRAFEST FOUNDATION INC | |||||||
| 324 SOUTH BEVERLY DRIVE 424 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,000 |
| JEWISH COLORADO | |||||||
| 300 S DAHLIA ST SUITE 300 | ASPEN | CO | 80246 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200,000 |
| JEWISH COMMUNITY CENTER JCC RANCH C | |||||||
| 350 S DAHLIA STREET | DENVER | CO | 80246 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| JEWISH COMMUNITY CENTER CHABAD OF A | |||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,730 |
| 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 LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD SUITE 1000 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,533,080 |
| JEWISH FEDERATION OF SANTA BARBARA | |||||||
| 524 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,180 |
| JEWISH NATIONAL FUND | |||||||
| 7120 HAYVENHURST AVENUE | VAN NUYS | CA | 91406 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| JEWISH WORLD WATCH | |||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| LIVE OAK CHRISTIAN FELLOWSHIP | |||||||
| 441 CHURCH ROAD | OJAI | CA | 93023 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| 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 MUSEUM OF THE HOLOCAUST | |||||||
| 100 S THE GROVE DRIVE | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $595 |
| MIRACLE FEET | |||||||
| 107 CONNER DRIVE SUITE 230 | CHAPEL HILL | NC | 27514 | 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 |
| NYAKA AIDS ORPHANS PROJECT | |||||||
| 2970 E LAKE LANSING ROAD | EAST LANSING | MI | 48823 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| OUR HOUSE GRIEF SUPPORT CENTER | |||||||
| 1663 SAWTELLE BLVD SUITE 300 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| PEDAL ON THE PIER HAROLD ROBINSON F | |||||||
| 10008 NATIONAL BLVD SUITE 324 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| PENN HILLEL HILLEL AT THE UNIVERSIT | |||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,250 |
| PHILLYBROOK CO INC | |||||||
| 271 CEDAR COVE | GLENWOOD SPRINGS | CO | 81601 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $33,650 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| PO BOX 740528 | LOS ANGELES | CA | 90074 | NONE | PUBLIC CHARITY | PUBIC SUPPORT OF ORGANIZATION MISSION | $1,050 |
| PRICE FOUNDATION | |||||||
| 13700 MARINA POINTE DRIVE 632 | MARINA DEL REY | CA | 90292 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,400 |
| RAMAH IN THE ROCKIES | |||||||
| 300 S DAHLIA STREETSUITE 205 | DENVER | CO | 80246 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $366,000 |
| SINAI TEMPLE | |||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,800 |
| SPECIAL OLYMPICS SO CAL ANNUAL FUND | |||||||
| 1600 FORBES WAY SUITE 200 | LOS ANGELES | CA | 90810 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| STEPHEN S WISE TEMPLE | |||||||
| 15500 STEPHEN S WISE DR | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $14,500 |
| THEATRE ASPEN | |||||||
| 110 EAST HALLAM STREET SUITE 126 | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $28,044 |
| TRUSTEES OF THE UNIVERSITY OF PENNS | |||||||
| WEIGHTMAN HALL 235 S 33RD STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $65,000 |
| UNITED STATES HOLOCAUST MEMORIAL MU | |||||||
| 1880 CENTURY PARK EAST SUITE 820 | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| USC SHOAH FOUNDATION | |||||||
| 650 W 35TH STREET SUITE 114 | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,459,468 |
| WAGS AND WALKS | |||||||
| 8721 SANTA MONICA BLVD | LOS ANGELES | CA | 90069 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| WINDWARD SCHOOL - THE ADVANCEMENT O | |||||||
| 11350 PALMS BLVD | LOS ANGELES | CA | 90066 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $125,000 |
| 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 | $195,080 |
| YAD EZRA VESHULAMIT | |||||||
| 3470 WILSHIRE BLVDSUITE 1020 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 |
| YAD VASHEM | |||||||
| 500 5TH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 |
| YESHIVA GEDOLAH OF LOS ANGELES | |||||||
| 5444 WEST OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,479,607 | 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 | $16,939 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,946,120 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,031 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,367,347 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,381,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,381,437 | 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 (15 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 | $4,578,788 | Yes (X) |
| ANDREA G CAYTON JG ANNUITY TRUST UN | ||||||
| 2 | 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | $4,578,788 | Yes (X) |
| WILLIAM SILVERSTEIN | ||||||
| 3 | 1569 FOREST AVENUE | HIGHLAND PARK | IL | 600353436 | $5,000 | Yes (X) |
| DAVID AND LENA KUSHNIR | ||||||
| 4 | 80 MULBERRY RD | DEERFIELD | IL | 600155039 | $500 | Yes (X) |
| BETH KOPIN | ||||||
| 5 | 150 CARY AVENUE | HIGHLAND PARK | IL | 60035 | $500 | Yes (X) |
| MITCH KOPIN | ||||||
| 6 | 1644 WILMOT AVENUE | BANNICKBURN | IL | 60015 | $500 | Yes (X) |
| ARNOLD AND NINA HARRIS | ||||||
| 7 | 1117 WADE STREET | HIGHLAND PARK | IL | 60035 | $500 | Yes (X) |
| THOMAS AND BARBARA WEIL | ||||||
| 8 | 1740 CENTRAL AVENUE | DEERFIELD | IL | 600153941 | $1,000 | Yes (X) |
| LORI AND RICHARD RABINOWITZ | ||||||
| 9 | 131 BELLE AVENUE | HIGHLAND PARK | IL | 60035 | $500 | Yes (X) |
| DONNA AND DENNIS DRESCHER | ||||||
| 10 | 350 SHERIDAN ROAD | GLENCOE | IL | 60022 | $800 | Yes (X) |
| SUSAN L KARKOMI REVOCABLE TRUST | ||||||
| 11 | 1418 N LAKE SHORE DR | CHICAGO | IL | 60610 | $20,000 | Yes (X) |
| MARLENE N RUBENSTEIN | ||||||
| 12 | 1250 RUDOLPH RD 1H | NORTHBROOK | IL | 60062 | $500 | Yes (X) |
| SUSAN WYLE SCHREIBER | ||||||
| 13 | 465 BEECH ST | HIGHLAND PARK | IL | 600354122 | $1,050 | Yes (X) |
| MARC E SACKS SUSAN M SACKS | ||||||
| 14 | 595 WICKLOW COURT | DEERFIELD | IL | 60015 | $1,000 | Yes (X) |
| ERIC M SIEGEL | ||||||
| 15 | 5335 N LAKEWOOD AVENUE | CHICAGO | IL | 606402208 | $1,800 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT IN CORPORATE BONDS | BondNm |
| EOY Book Value | $16,325,441 | EOYBookValueAmt |
| EOYFMV | $15,803,505 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN CORPORATE STOCKS | StockNm |
| EOY Book Value | $29,153,567 | EOYBookValueAmt |
| EOYFMV | $34,240,255 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,184,368 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,074,844 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $854,271 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $866,334 | StateLocalSecEOYFMVAmt |
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 | $62,629,718 | $63,971,160 |
| INVESTMENT IN ALTERNATIVE INVESTMENTS | AT COST | $3,288,062 | $5,398,726 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,406 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,406 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $150 | $0 | $150 |
| PORTFOLIO DEDUCTIONS-ALTAIR RIMROCK, LLC K-1 | $91,305 | $91,305 | $0 |
| BANK CHARGES | $126 | $0 | $126 |
| ADMINISTRATIVE EXPENSES - FOR HOLOCAUST PROJECT | $461 | $0 | $461 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LITIGATION SETTLEMENT INCOME | $25 | $25 | $25 |
| OTHER INCOME | $50,500 | $50,500 | $50,500 |
| OTHER INCOME - UBS FINL #Y6 19593 | $6 | $6 | $6 |
| FTB - STATE REFUND PY 2016 | $500 | $500 | $500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $338,296 | Amt |
| Net Investment Income | $118,296 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $220,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $28,773 | $28,773 | $0 |
| STATE INCOME TAX - FYE 2017 | $10 | $10 | $0 |
Comments