GOLDHIRSH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GOLDHIRSH FOUNDATION (EIN 27-2824140)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202503159349100840
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T10:14:30-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260058143 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPFINANCIAL PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 SIX FORKS ROAD | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276095734 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272824140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDHIRSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 3235565879 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LIBERTY SQ 13FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TARA ROTH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3235565879 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW S KULESZKA | PreparerPersonNm |
| PTIN | P00545548 | PTIN |
| Phone | 6174882700 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,096,656 | 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 | $450,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,774 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,774 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,101,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,101,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$579,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,146,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,206 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,206 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $980,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,109,549 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $474,011 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $474,011 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $561,950 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $561,950 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $94,946 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $94,946 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,950 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $598,698 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $225,698 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $299,152 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $79,814 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,788 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $61,826 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $42,841 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42,841 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $280,156 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $198,276 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $92,944 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,162,366 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $441,762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,627,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,682,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,682,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,844,766 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $441,762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,310,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,864,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $667,787 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $670,308 | CashBOYAmt |
| Cash EOY | $656,149 | CashEOYAmt |
| Cash EOYFMV | $656,149 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,379,915 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,609,772 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,609,772 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $23,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $23,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $23,000 | AcctRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,937,143 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $3,937,143 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,937,143 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $46,389,356 | OtherAssetsBOYAmt |
| Other Assets EOY | $39,348,944 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $49,870,592 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $51,439,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,575,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,096,656 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $51,439,579 | RetainedEarningBOYAmt |
| Retained Earning EOY | $45,575,008 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,439,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,575,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,439,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,575,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,439,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,864,571 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $45,575,008 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,575,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SCHWAB 5561 S | P | $229,017 | $238,645 | -$9,628 | -$9,628 | ||
| SCHWAB 5561 L | P | $673,837 | $666,937 | $6,900 | $6,900 | ||
| SPDR GOLD MINISHARES ETV | P | $27,236 | $22,750 | $4,486 | $4,486 | 2022-12-01 | 2024-03-22 |
| SPDR GOLD MINISHARES ETV | P | $133,950 | $103,411 | $30,539 | $30,539 | 2022-12-01 | 2024-06-12 |
| CALVERT EMERGING MARKETS EQUITY I | P | $18,151 | $16,387 | $1,764 | $1,764 | 2023-12-21 | 2024-11-19 |
| GMO CLIMATE CHANGE I | P | $73,495 | $83,573 | -$10,078 | -$10,078 | 2024-03-22 | 2024-11-19 |
| GMO CLIMATE CHANGE I | P | $5,713 | $6,424 | -$711 | -$711 | 2023-12-12 | 2024-11-19 |
| SCHWAB US TIPS ETF | P | $502,187 | $499,997 | $2,190 | $2,190 | 2023-12-26 | 2024-11-19 |
| CALVERT EMERGING MARKETS EQUITY I | P | $123,259 | $150,000 | -$26,741 | -$26,741 | 2021-11-19 | 2024-11-19 |
| CALVERT EMERGING MARKETS EQUITY I | P | $227,757 | $280,000 | -$52,243 | -$52,243 | 2021-10-22 | 2024-11-19 |
| CALVERT EMERGING MARKETS EQUITY I | P | $1,585,221 | $2,059,892 | -$474,671 | -$474,671 | 2021-03-19 | 2024-11-19 |
| VANGUARD EXTENDED DURATION ETF | P | $732,107 | $907,762 | -$175,655 | -$175,655 | 2022-12-01 | 2024-11-19 |
| VANGUARD EXTENDED DURATION ETF | P | $3,932 | $5,043 | -$1,111 | -$1,111 | 2022-12-01 | 2024-11-19 |
| GMO CLIMATE CHANGE I | P | $37,465 | $54,000 | -$16,535 | -$16,535 | 2023-04-03 | 2024-11-19 |
| GMO CLIMATE CHANGE I | P | $3,638 | $5,274 | -$1,636 | -$1,636 | 2022-12-13 | 2024-11-19 |
| GMO CLIMATE CHANGE I | P | $545,541 | $806,814 | -$261,273 | -$261,273 | 2022-12-01 | 2024-11-19 |
| PIMCO 15+ YEAR US TIPS INDEX ETF | P | $1,779,541 | $2,020,357 | -$240,816 | -$240,816 | 2022-12-01 | 2024-11-19 |
| SCHWAB US TIPS ETF | P | $748,826 | $749,992 | -$1,166 | -$1,166 | 2023-06-08 | 2024-11-19 |
| SCHWAB US TIPS ETF | P | $1,514,944 | $1,500,244 | $14,700 | $14,700 | 2023-03-01 | 2024-11-19 |
| SCHWAB US TIPS ETF | P | $2,005,289 | $1,999,990 | $5,299 | $5,299 | 2022-11-21 | 2024-11-19 |
| VANGUARD ITM-TERM TREASURY ETF | P | $249,995 | $252,695 | -$2,700 | -$2,700 | 2023-06-08 | 2024-11-19 |
| VANGUARD ESG US STOCK ETF | P | $499,767 | $354,291 | $145,476 | $145,476 | 2022-11-21 | 2024-06-12 |
| AMPLIFY.LA CAPITAL IV, LP S | P | $21 | -$21 | -$21 | |||
| AMPLIFY.LA CAPITAL IV, LP L | P | $14,183 | -$14,183 | -$14,183 | |||
| BEDROCK CAPITAL II LP S | P | $108 | $108 | $108 | |||
| BEDROCK CAPITAL II LP L | P | $4,045 | $4,045 | $4,045 | |||
| BOOM CAPITAL FUND LL, LP | P | $34,173 | -$34,173 | -$34,173 | |||
| BRIGHTON PARK CAPITAL FUND I-A, LP | P | $26,005 | $26,005 | $26,005 | |||
| COLLABORATIVE I, LP | P | $2 | -$2 | -$2 | |||
| COLLABORATIVE I, LP | P | $43,741 | -$43,741 | -$43,741 | |||
| COLLABORATIVE II, LP | P | $16,770 | $16,770 | $16,770 | |||
| COLLABORATIVE III, LP | P | $19,599 | -$19,599 | -$19,599 | |||
| COLLABORATIVE IV, LP | P | $4,578 | -$4,578 | -$4,578 | |||
| CORE INNOVATION CAPITAL II, LP | P | $14,892 | -$14,892 | -$14,892 | |||
| ELECTRIC CAPITAL VENTURE FUND I, LP | P | $2,237 | $2,237 | $2,237 | |||
| ELECTRIC CAPITAL VENTURE FUND I, LP | P | $18,808 | $18,808 | $18,808 | |||
| KDT VENTURES II | P | $15,766 | $15,766 | $15,766 | |||
| LOWERCARBON 419.1, LP | P | $8,449 | -$8,449 | -$8,449 | |||
| LOWERCARBON N20 333.9, LP | P | $11,287 | -$11,287 | -$11,287 | |||
| LOWERCARBON 411.2, LP | P | $6,836 | -$6,836 | -$6,836 | |||
| M13 VENTURES III | P | $4,074 | -$4,074 | -$4,074 | |||
| NEW MOUNTAIN PARTNER V | P | $59,843 | $59,843 | $59,843 | |||
| NEW MOUNTAIN PARTNER V (AIV-D2) | P | $62,628 | $62,628 | $62,628 | |||
| NEW MOUNTAIN PARTNER V (AIV-F) SELLCO | P | $37,320 | $37,320 | $37,320 | |||
| OBVIOUS VENTURES II, LP | P | $27,348 | -$27,348 | -$27,348 | |||
| RC/MORGAN CREEK I | P | $1,511 | $1,511 | $1,511 | |||
| RC/MC II 2007 LLC | P | $24,066 | $24,066 | $24,066 | |||
| RC/MC III 2008 LLC | P | $49,018 | $49,018 | $49,018 | |||
| REDMILE BIOPHARMA INVESTMENTS II, LP | P | $4,138 | $4,138 | $4,138 | |||
| REDMILE BIOPHARMA INVESTMENTS II, LP | P | $40,749 | $40,749 | $40,749 | |||
| SLAUSON & CO. FUND I, LP | P | $3,531 | -$3,531 | -$3,531 | |||
| WILLOW GROWTH PARTNERS FUND, LP | P | $136,185 | $136,185 | $136,185 | |||
| YES VC LL, LP | P | $4,681 | -$4,681 | -$4,681 | |||
| FOODSMART (ZIPONGO) | P | $581,384 | $203,343 | $378,041 | $378,041 | 2014-12-19 | 2024-07-15 |
| FOODSMART (ZIPONGO) | P | $340,282 | $128,386 | $211,896 | $211,896 | 2016-10-25 | 2024-07-15 |
| TUBBS VENTURES LP | P | $7,786 | -$7,786 | -$7,786 | |||
| BEGIN A LEGACY (GVNG) | P | $200,000 | -$200,000 | -$200,000 | 2017-05-10 | 2024-01-01 | |
| SOKO | P | $200,000 | -$200,000 | -$200,000 | 2019-04-19 | 2024-01-01 | |
| COLLABORATIVE III LP - SAWYER 1202 STOCK SALE | P | $3,647 | $3,647 | $0 | $0 | 2015-09-22 | 2024-11-06 |
| SEC 1231 GAIN FROM PARTNERSHIPS | P | $620 | -$620 | -$620 | |||
| NEW MOUNTAIN PARTNERS V (AIV-B2), L.P. FINAL K1 | P | $308 | $308 | $308 | |||
| NEW MOUNTAIN PARTNER V (AIV-F) SELLCO | P | $615 | $615 | $615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$579,354 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,282 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,282 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $172,652 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $172,652 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $163,370 | OverpaymentAmt |
| Applied To ES Tax | $75,000 | AppliedToESTaxAmt |
| Refund | $88,370 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GOLDHIRSHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CAPTRUST | IndividualWithBooksNm |
| Phone | 6174882700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LIBERTY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BENJAMIN A GOLDHIRSH | ||||||||
| 528 PALISADES DR PO BOX 559 | PACIFIC PALISADES | CA | 90272 | PRESIDENT | 1.00 | $40,000 | $0 | $0 |
| CLAIRE DENISE HOFFMAN | ||||||||
| 528 PALISADES DR PO BOX 559 | PACIFIC PALISADES | CA | 90272 | DIRECTOR | 1.00 | $25,000 | $0 | $0 |
| TARA ROTH | ||||||||
| 528 PALISADES DR PO BOX 559 | PACIFIC PALISADES | CA | 90272 | TREASURER | 40.00 | $409,011 | $43,401 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EVOKE ADVISORS | |||||
| 10635 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | INVESTMENT ADVISORY | $182,837 |
| CAPTRUST | |||||
| ONE LIBERTY SQUARE 13TH FL | BOSTON | MA | 02109 | TAX AND ADMINISTRATION | $155,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $53,090,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,781,048 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,871,642 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,871,642 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $853,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,018,567 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,800,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,800,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,282 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $244 | IncomeTaxAmt |
| Total Tax | $9,526 | TotalTaxAmt |
| Distributable Before Adj | $2,791,402 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,791,402 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,791,402 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,310,070 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,310,070 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,791,402 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $903,825 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $268,744 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,109,051 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,233,832 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,515,452 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,310,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,791,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,518,668 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,034,120 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $903,825 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,130,295 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $268,744 | ExcessFromYear4Amt |
| Excess From Year2 | $1,109,051 | ExcessFromYear2Amt |
| Excess From Year1 | $3,233,832 | ExcessFromYear1Amt |
| Excess From Current Year | $3,518,668 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A FIGHTING CHANCE | |||||||||||||
| 735 E WASHINGTON AVE | ORANGE | CA | 92866 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $50,000 | ||||||
| A SENSE OF HOME | |||||||||||||
| 3457 W EL SEGUNDO BLVD UNIT A | HAWTHORNE | CA | 90250 | NONE | PUBLIC | VOLUNTEER ACTIVATION GRANT - REPLACEMENT FOR 4/17 CHECK | $5,000 | ||||||
| ADVENTURES TO DREAMS ENRICHMENT | |||||||||||||
| 348 WEST 7TH STREET 1 | LONG BEACH | CA | 90813 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $50,000 | ||||||
| ARTS FOR HEALING AND JUSTICE NETWORK | |||||||||||||
| 2727 E ANAHEIM ST | LONG BEACH | CA | 90804 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $50,000 | ||||||
| BIRTHWORKERS OF COLOR COLLECTIVE | |||||||||||||
| 1635 E ANAHEIM ST SUITE A | LONG BEACH | CA | 90813 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $75,000 | ||||||
| BOB BAKER MARIONETTE THEATER | |||||||||||||
| 4949 YORK BLVD | LOS ANGELES | CA | 90042 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $5,000 | ||||||
| BRIDGE THE DIGITAL DIVIDE | |||||||||||||
| 3183 WILSHIRE BLVD 196Y | LOS ANGELES | CA | 90010 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $50,000 | ||||||
| BROOKLYN PUBLIC LIBRARY | |||||||||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | NONE | PUBLIC | 1ST OF 3 PAYMENTS | $65,000 | ||||||
| CA CONFERENCE FOR EQUALITY AND JUSTICE | |||||||||||||
| 3605 LONG BEACH BLVD SUITE 100 | LONG BEACH | CA | 90807 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $75,000 | ||||||
| CALIFORNIA IMMIGRANT POLICY CENTER | |||||||||||||
| 634 S SPRING ST STE 600A | LOS ANGELES | CA | 90014 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE (VOTER EDUCATION SUPPORT) | $25,000 | ||||||
| CICLAVIA | |||||||||||||
| 22222 SHERMAN WAY | CANOGA PARK | CA | 91303 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $5,000 | ||||||
| CITY YEAR INC | |||||||||||||
| 606 S OLIVE ST FL 2 | LOS ANGELES | CA | 90014 | NONE | PUBLIC | CORPS CARE FUND | $25,000 | ||||||
| COALITION FOR HUMANE IMMIGRANT RIGHTS LA | |||||||||||||
| 2533 W 3RD STREET SUITE 101 | LOS ANGELES | CA | 90057 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE (VOTER EDUCATION SUPPORT) | $35,000 | ||||||
| COALITION FOR HUMANE IMMIGRANT RIGHTS LA | |||||||||||||
| 2533 W 3RD STREET SUITE 101 | LOS ANGELES | CA | 90057 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $5,000 | ||||||
| COFFEE WITH A CAUSE | |||||||||||||
| 2302 EAST COLORADO BLVD | PASADENA | CA | 91107 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $50,000 | ||||||
| COLUMBIA GLOBAL REPORTS | |||||||||||||
| 2949 BROADWAY | NEW YORK | NY | 10026 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $35,000 | ||||||
| COLUMBIA GRADUATE SCHOOL OF JOURNALISM | |||||||||||||
| 2950 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC | 2ND PAYMENT OF 5 | $200,000 | ||||||
| COMMUNITY PARTNERS 4 INNOVATION | |||||||||||||
| 252 S MAIN ST D | POMONA | CA | 91766 | NONE | PUBLIC | FBO LOPEZ URBAN FARM VOLUNTEER ACTIVATION GRANT | $5,000 | ||||||
| CREATING JUSTICE LA | |||||||||||||
| 900 N ALAMEDA ST 862005 | LOS ANGELES | CA | 90086 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $50,000 | ||||||
| CREATIVE VISIONS FOUNDATION | |||||||||||||
| 18820 PACIFIC COAST HWY | MALIBU | CA | 90265 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| DEFY VENTURES INC | |||||||||||||
| PO BOX 102117 | PASADENA | CA | 91189 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $5,000 | ||||||
| DESTINATION CRENSHAW | |||||||||||||
| 777 S FIGUEROA ST 4050 | LOS ANGELES | CA | 90017 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $75,000 | ||||||
| DIGNITY MOVES | |||||||||||||
| 2406 BUSH STREET | SAN FRANCISCO | CA | 94115 | NONE | PUBLIC | UNRESTRICTED | $10,000 | ||||||
| FIDELITY CHARITABLE | |||||||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | PUBLIC | GIVING ACCOUNT 1337879 BARGHOUTI FAMILY FUND | $10,000 | ||||||
| FRIENDS OF BALLONA WETLANDS | |||||||||||||
| PO BOX 5159 | PLAYA DEL REY | CA | 90296 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| FRIENDS OF CABRILLO MARINE AQUARIUM | |||||||||||||
| 3720 STEPHEN M WHITE DR | SAN PEDRO | CA | 90731 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| FRIENDS OF THE LOS ANGELES RIVER | |||||||||||||
| 570 WEST AVENUE 26 STE 250 | LOS ANGELES | CA | 90065 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $5,000 | ||||||
| GARDEN SCHOOL FOUNDATION | |||||||||||||
| 2187 W 24TH ST | LOS ANGELES | CA | 90018 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| GREATER LOS ANGELES ZOO ASSOCIATION | |||||||||||||
| 5333 ZOO DR | LOS ANGELES | CA | 90027 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| GRID110 INC | |||||||||||||
| 800 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | ||||||
| HABITIAT FOR HUMANITY OF GREATER LA | |||||||||||||
| 434 MASSACHUSETTS AVE STE 201 | BOSTON | MA | 02118 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| HACKER FUND | |||||||||||||
| 3435 OCEAN PARK BLVD 107 PMB 124 | SANTA MONICA | CA | 90405 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE (VOTER EDUCATION SUPPORT) | $25,000 | ||||||
| HEAL THE BAY | |||||||||||||
| 1444 9TH ST | SANTA MONICA | CA | 90401 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| HEALING CALIFORNIA | |||||||||||||
| 919 S FREMONT AVE STE 338 | ALHAMBRA | CA | 91803 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| HEART OF LOS ANGELES | |||||||||||||
| 2701 WILSHIRE BLVD STE 100 | LOS ANGELES | CA | 90057 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| HOMEBOY INDUSTRIES | |||||||||||||
| 101 JEFFERSON DRIVE | LOS ANGELES | CA | 90012 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE (VOTER EDUCATION SUPPORT) | $35,000 | ||||||
| INCLUSION MATTERS BY SHANE'S INSPIRATION | |||||||||||||
| 15213 BURBANK BLVD | VAN NUYS | CA | 91411 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| INNER CITY LAW CENTER | |||||||||||||
| 1309 E 7TH ST | LOS ANGELES | CA | 90021 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| INNOVATE PUBLIC SCHOOLS | |||||||||||||
| 101 JEFFERSON DRIVE | MENLO PARK | CA | 94025 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE (VOTER EDUCATION SUPPORT) | $25,000 | ||||||
| KAIMORE | |||||||||||||
| 21011 COMMERCE POINTE DR STE C | CITY OF INDUSTRY | CA | 91789 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $50,000 | ||||||
| KCRW FOUNDATION INC | |||||||||||||
| PO BOX 3170 | LOS ANGELES | CA | 900843170 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE MEDIA PARTNERSHIP | $10,000 | ||||||
| LA WORKS INC | |||||||||||||
| 570 W AVE 26 STE 400 | LOS ANGELES | CA | 90065 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| LA FORWARD INSTITUTE | |||||||||||||
| 1159 CYPRESS AVENUE | LOS ANGELES | CA | 900250386 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE (VOTER EDUCATION SUPPORT) | $10,000 | ||||||
| LA VOICE | |||||||||||||
| PO BOX 1350 | S PASADENA | CA | 91031 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE (VOTER EDUCATION SUPPORT) | $20,000 | ||||||
| LA-MAS | |||||||||||||
| 1159 CYPRESS AVENUE | LOS ANGELES | CA | 90065 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | ||||||
| LA-TECHORG | |||||||||||||
| 800 WILSHIE BLVD | LOS ANGELES | CA | 90017 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| LIBRARY FOUNDATION OF LA | |||||||||||||
| 630 W 5TH ST | LOS ANGELES | CA | 90071 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| LITTLE TOKYO SERVICE CENTER FBO ACT-LA | |||||||||||||
| 231 E THIRD STREET G106 | LOS ANGELES | CA | 90013 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | ||||||
| LIVING THROUGH GIVING FOUNDATION | |||||||||||||
| 8033 SUNSET BLVD 881 | LOS ANGELES | CA | 90046 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | ||||||
| MENTOR FOR CHANGE | |||||||||||||
| 1381 HIGHLAND DR | MONTEREY PARK | CA | 91754 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $50,000 | ||||||
| MIGHTY | |||||||||||||
| 45 MAIN STREET SUITE 848 | BROOKLYN | NY | 11201 | NONE | PUBLIC | PRI RELATED INVESTMENT IN MY LEMONADE STAND | $1,977,000 | ||||||
| NEW EARTH ORGANIZATION | |||||||||||||
| 12100 W WASHINGTON BLVD | LOS ANGELES | CA | 90066 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $50,000 | ||||||
| NORTH EAST TREES INC | |||||||||||||
| 570 W AVE 26 SUITE 200 | LOS ANGELES | CA | 90065 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $5,000 | ||||||
| NOSARA CIVIC ASSOCATION | |||||||||||||
| NONE | PUBLIC | 1ST OF 3 PAYMENTS TOWARD PLEDGE | $150,000 | NOSARA CIVIC ASSOCATION BOCAS DE | NOSARA 1-5233 | NICOYA | GUANACASTE | CS | 50206-CR | ||||
| PARA LOS NINOS | |||||||||||||
| 5000 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $5,000 | ||||||
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | |||||||||||||
| 1055 WILSHIRE BLVD SUITE 1850 | LOS ANGELES | CA | 90017 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $75,000 | ||||||
| PASADENA VILLAGE | |||||||||||||
| 236 W MOUNTAIN ST STE 104 | PASADENA | CA | 91103 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $5,000 | ||||||
| PEN AMERICA | |||||||||||||
| 558 BROADWAY STE 303 | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| PEOPLE ORGANIZED FOR WESTSIDE RENEWAL | |||||||||||||
| 1006 1/2 N VERMONT AVE | LOS ANGELES | CA | 90029 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE (VOTER EDUCATION SUPPORT) | $25,000 | ||||||
| PLEDGELING FOUNDATION | |||||||||||||
| 2261 MARKET STREET | SAN FRANCISCO | CA | 94114 | NONE | PUBLIC | 2022 GIVING TUESDAY MATCH | $10,000 | ||||||
| PROPUBLICA | |||||||||||||
| 155 AVENUE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| PUEBLO NUEVO EDUCATION & DEVELOPMENT | |||||||||||||
| 3435 W TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | PUBLIC | LA 2050 CHALLENGE GRANT | $75,000 | ||||||
| RSF | |||||||||||||
| 4538 CAMELLIA AVENUE | STUDIO CITY | CA | 91602 | NONE | PUBLIC | FUND: GOLDHIRSH VIA TARA | $20,000 | ||||||
| SERPENTINE AMERICAS FOUNDATION | |||||||||||||
| 795 COLUMBUS AVE | BOSTON | MA | 02120 | NONE | PUBLIC | SUPPORT FOR PROGRAMMING IN LONDON AND LA | $85,000 | ||||||
| SOCIAL JUSTICE PARTNERS LOS ANGELES | |||||||||||||
| 474 S RAYMOND AVE | LOS ANGELES | CA | 90012 | NONE | PUBLIC | UNRESTRICTED | $40,000 | ||||||
| SOUTHERN CA PUBLIC RADIO (DBA LAIST) | |||||||||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PUBLIC | LA250 GRANTS CHALLENGE MEDIA PARTNERSHIP | $10,000 | ||||||
| ST JOSEPH CENTER | |||||||||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | NONE | PUBLIC | UNRESTRICTED | $10,000 | ||||||
| SYNGAP RESEARCH FUND INCORPORATED | |||||||||||||
| PO BOX 104191 | PASADENA | CA | 911894191 | NONE | PUBLIC | UNRESTRICTED | $10,000 | ||||||
| THE ADVERTISING COUNCIL INC | |||||||||||||
| 1150 S OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| THE PACKER COLLEGIATE INSTITUTE | |||||||||||||
| 3701 WILSHIRE BLVD 208 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | 3RD PAYMENT OF 4 OVER 4 YEARS | $250,000 | ||||||
| THE SYNERGOS INSTITUTE INC | |||||||||||||
| 1 E 53RD ST | NEW YORK | NY | 10022 | NONE | PUBLIC | 25K GPC MEMBERSHIP DUES, 10K CAMPAIGN | $25,000 | ||||||
| TIA CHUCHA'S CENTRO CULTURAL & BOOKSTORE | |||||||||||||
| 12677 GLENOAKS BLVD | SYLMAR | CA | 91342 | NONE | PUBLIC | LA2050 GRANTS CHALLENGE | $75,000 | ||||||
| IMPACT ASSETS | |||||||||||||
| 4340 EAST WEST HIGHWAY | BETHESDA | MD | 20814 | NONE | PUBLIC | UNRESTRICTED | $105,400 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,682,400 | 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 | $4,774 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,101,569 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,206 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$579,354 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $530,195 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $530,195 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CONRAD N HILTON FOUNDATION | ||||||
| 1 | 1 DOLE DR | WESTLAKE VILLAGE | CA | 91362 | $250,000 | Yes (X) |
| BROAD FOUNDATION | ||||||
| 2 | 2121 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | $200,000 | Yes (X) |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB & LOEB | CategoryTxt |
| Legal Fees | $29,950 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (62 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CALVERT EMERGING MARKETS | $2,506,278 | $0 | $0 |
| GMO CLIMATE CHANGE | $1,046,138 | $0 | $0 |
| ISHARES ESG MSCI EM ETF | $331,753 | $2,290,639 | $2,238,132 |
| PIMCO 15+ YEAR US TIPS ETF | $2,270,408 | $0 | $0 |
| SCHWAB US TIPS ETF | $4,750,223 | $0 | $0 |
| SPDR GOLD MINISHARES ETV | $2,517,354 | $2,399,097 | $3,589,858 |
| VANGUARD ESG INTERNATIONAL STOCK | $2,965,961 | $3,657,957 | $4,089,941 |
| VANGUARD ESG US STOCK | $6,227,645 | $6,725,867 | $9,766,623 |
| VANGUARD EXTENDED DURATION TREASURY ETF | $1,073,399 | $0 | $0 |
| VANGUARD ITM-TERM TREASURY | $10,851,223 | $10,598,528 | $10,514,008 |
| VANGUARD ST INFLATION | $0 | $5,001,003 | $4,951,913 |
| 2045 VENTURES, LP | $48,294 | $45,754 | $59,868 |
| AMPLIFY.LA CAPITAL IV, LP | $63,304 | $48,660 | $81,331 |
| ANGELLIST SANMAI | $100,000 | $100,000 | $100,000 |
| BEDROCK CAPITAL II LP | $488,455 | $483,263 | $777,738 |
| BEGIN A LEGACY INC (DBA GVNG) | $200,000 | $0 | $0 |
| BLAIR (NEW EPONA) | $34,020 | $34,020 | $19,668 |
| BOOKSHOP | $100,000 | $100,000 | $100,000 |
| BOOM CAPITAL FUND I, LP | $218,496 | $218,578 | $514,367 |
| BOOM CAPITAL FUND II, LP | $510,442 | $448,619 | $478,797 |
| BRIGHTON PARK CAPITAL FUND I-A, LP | $517,634 | $502,639 | $720,078 |
| CLEAN INDUSTRY VENTURES I | $0 | $51,305 | $55,308 |
| COLLABORATIVE I, LP | $336,748 | $219,677 | $115,499 |
| COLLABORATIVE II, LP | $560,886 | $502,370 | $1,458,271 |
| COLLABORATIVE III, LP | $645,631 | $508,431 | $2,501,976 |
| COLLABORATIVE IV, LP | $223,682 | $215,328 | $479,888 |
| CORE INNOVATION CAPITAL II, LP | $163,478 | $143,609 | $618,333 |
| ECLIPSE FUND III LP | $295,033 | $297,311 | $558,698 |
| ELECTRIC CAPITAL VENTURE FUND I, LP | $224,288 | $251,064 | $901,327 |
| ENCANTOS MEDIA | $50,000 | $50,000 | $50,574 |
| HARVEST FRESH FOODS (EVERY TABLE) | $411,000 | $411,000 | $211,000 |
| IMPACT ASSETS | $105,400 | $0 | $0 |
| KDT VENTURES II | $209,064 | $223,521 | $259,853 |
| LOWERCARBON 419.1, LP | $238,301 | $253,642 | $289,049 |
| LOWERCARBON N20 333.9, LP | $217,425 | $202,847 | $201,641 |
| LOWERCARBON 411.2, LP | $215,493 | $205,639 | $253,144 |
| LOWERCARBON CH4 1893.4 OPPORTUNITY, LP | $272,428 | $269,321 | $291,646 |
| M13 VENTURES III, LP | $143,856 | $171,268 | $195,630 |
| MIGHTY | $2,000,000 | $0 | $0 |
| NATION BUILDER (3DNA) | $100,000 | $100,000 | $100,000 |
| NEW MOUNTAIN PARTNERS V | $338,422 | $223,693 | $387,808 |
| NOSARA CRECE PRI | $100,000 | $0 | $0 |
| OBVIOUS VENTURES II, LP | $336,637 | $302,978 | $967,533 |
| OPTIMIST INDUSTRIES | $50,000 | $125,000 | $125,000 |
| PUREPLUS (STOCK) | $82,821 | $82,821 | $82,821 |
| RC/MC II 2007 LLC | $221,151 | $214,827 | $71,416 |
| RC/MC III 2008 LLC | $99,448 | $121,539 | $206,124 |
| RC/MORGAN CREEK I | $160,784 | $161,225 | $50,505 |
| REALITY CRISIS OY | $99,898 | $99,898 | $99,898 |
| REDMILE BIOPHARMA INVESTMENTS II, LP | $206,544 | $197,989 | $204,476 |
| SINGULARITY EDUCATION GROUP | $250,000 | $250,000 | $2,050 |
| SLAUSON & CO FUND I | $58,825 | $60,457 | $67,806 |
| SOKO (STOCK) | $200,000 | $0 | $0 |
| SONERA MAGNETICS | $50,000 | $50,000 | $50,000 |
| STOCKHOLMSLAUNCHER FUND AB | $22,459 | $24,402 | |
| STONES2MILESTONES | $100,000 | $100,000 | $24,500 |
| TUBBS VENTURES | $69,957 | $88,495 | $87,570 |
| UNREASONABLE CAPITAL FUND I | $97,139 | $106,489 | $233,448 |
| WILLOW GROWTH PARTNERS FUND, LP | $130,646 | $123,234 | $409,051 |
| YES VC II, LP | $178,344 | $181,754 | $232,025 |
| ZIPONGO CONVERTIBLE NOTE SERIES A | $325,000 | $0 | $0 |
| OTHER ASSETS | $0 | $105,129 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENTAL INCOME FROM PARTNERSHIPS | $1,247 | $1,247 | $0 |
| TOTAL PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS | $190,375 | $190,375 | $0 |
| PAYROLL PROCESSING FEES | $40,949 | $0 | $40,949 |
| WORKERS COMP INSURANCE | $13,182 | $0 | $13,182 |
| FILING FEES | $45 | $0 | $0 |
| LA2050 EVENT EXPENSES | $16,514 | $0 | $16,514 |
| MEMBERSHIP DUES | $479 | $0 | $479 |
| INTEREST EXPENSE FROM PARTNERSHIPS | $6,654 | $6,654 | $0 |
| MAILCHIMP MARKETING | $10,554 | $0 | $21,663 |
| OFFICE EXPENSES | $157 | $0 | $157 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME FROM PARTNERSHIPS | $2,991 | $2,991 | $2,991 |
| OTHER PORTFOLIO INCOME FROM PARTNERSHIPS | $195 | $195 | $195 |
| ROYALTY INCOME FROM PARTNERSHIPS | $20 | $20 | $20 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAPTRUST- ADMINISTRATION AND TAX | $155,422 | $31,084 | $124,338 |
| LA2050 EXPENSES | $45,184 | $0 | $45,184 |
| LA2050 WEB DESIGN | $43,663 | $0 | $43,663 |
| REIMBURSED TRAVEL EXP & OUT OF POCKET EXPENSES | $52,353 | $0 | $0 |
| CONSULTANT -CHRISTIANSEN CONSULTING | $57,823 | $0 | $57,823 |
| AUDIT FEE - HCVT | $35,180 | $7,036 | $28,144 |
| EVOKE ADVISORY FEE | $182,837 | $182,837 | $0 |
| CASA HARMONY - LEGAL FEES | $21,495 | $0 | $0 |
| REIMBURSED INVESTMENT COMMITTE EXPENSES | $4,741 | $4,741 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $61,826 | $0 | $61,826 |
| DEPT OF JUSTICE | $200 | $0 | $0 |
| FORIEGN TAX PD SCHWAB FUNDING | $17,788 | $17,788 | $0 |
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