THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH (EIN 95-4155986)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201833179349102368
- Schema version
- 2017v2.3
- 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
- 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 Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T18:33:22-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 FL 16 | 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 | 2017-01-01 | 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 | MELINDA GOLDRICH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3102805001 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAYIIKA M DENNIS | PreparerPersonNm |
| PTIN | P01575149 | PTIN |
| Phone | 3102732501 | PhoneNum |
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 | 2018-11-13 | IPDt |
| IP Tm | 17:00:28 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 331EA8DF1396558E325600DF7E3D2817B0BFC210 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $140,791,703 | 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 | $267,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,788 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,788 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,442,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,442,800 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,406,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,176,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,257 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,257 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,323,345 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,461,845 | 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 | $5,775 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,775 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $23 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $23 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,885 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,813 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $601,268 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $596,737 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $612,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $602,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,978 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,393,479 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,393,479 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,006,430 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $602,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,403,457 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,683,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,859,272 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,714,760 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,547,751 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,547,751 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $16,236,250 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $85,806 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $16,236,250 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $16,236,250 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $6,728,586 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,101,666 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,054,035 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,576,079 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,886,629 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,547,597 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,763,663 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,220,406 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,215,666 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $74,659,144 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,817,280 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,190,404 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $122,528,038 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,809,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $140,791,703 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $34,971 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $34,971 | 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 | $122,493,067 | RetainedEarningBOYAmt |
| Retained Earning EOY | $118,809,982 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $122,493,067 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $118,809,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $122,528,038 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $118,809,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $122,493,067 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,683,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $118,809,982 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $118,809,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB #3102-3209 | $9,635,100 | $9,727,352 | -$92,252 | -$92,252 | |
| CHARLES SCHWAB #3102-3209 | $6,131,939 | $5,909,982 | $221,957 | $221,957 | |
| FIDELITY #674-433403 | $6,659,649 | $6,685,427 | -$25,778 | -$25,778 | |
| FIDELITY #674-433403 | $11,648,272 | $11,205,130 | $443,142 | $443,142 | |
| K-1 ALTAIR-PCOF #674-433403 | $3,678,005 | -$3,678,005 | -$3,678,005 | ||
| UBS FINANCIAL #Y6 19593 7W | $83,900 | $82,665 | $1,235 | $1,235 | |
| UBS FINANCIAL #Y6 19593 7W | $152 | $152 | $152 | ||
| K-1 ALTAIR-SPECIAL SITUATION #674-433403 | $12,228 | -$12,228 | -$12,228 | ||
| K-1 ALTAIR-SPECIAL SITUATION #674-433403 | $280,191 | -$280,191 | -$280,191 | ||
| K-1 ALTAIR-SPECIAL SITUATION #674-433403 | $1,072 | -$1,072 | -$1,072 | ||
| NB OFFSHORE DIV FD UBS Y6 19593 | $833,152 | $833,152 | $833,152 | ||
| CAPITAL GAINS DIVIDENDS | $183,888 | $183,888 | $183,888 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,406,000 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,959,532 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $128,698,086 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046306 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,308,577 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $120,680,178 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043989 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,432,874 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $107,482,888 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041243 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $491,028 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $96,947,611 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.005065 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,445,104 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $91,304,690 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048684 | DistributionYr5Rt |
| Total Distribution | 0.185287 | TotalDistributionRt |
| Average Distribution | 0.037057 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $135,873,170 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,035,052 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48,593 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,083,645 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,403,457 | 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 | $48,593 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,593 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,593 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $187,987 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $187,987 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $139,394 | OverpaymentAmt |
| Applied To ES Tax | $139,394 | 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 |
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 | 10.00 | $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 | $136,510,889 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,431,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $137,942,305 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $137,942,305 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,069,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,873,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,793,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,793,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,593 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,593 | TotalTaxAmt |
| Distributable Before Adj | $6,745,066 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,745,066 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,745,066 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,403,457 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,403,457 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $48,593 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,354,864 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,745,066 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,382,503 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,403,457 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,382,503 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,954 | 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 | $6,724,112 | 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 (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIED JEWISH FEDERATION OF COLORADO | |||||||
| 300 S DAHLIA ST SUITE 300 | DENVER | CO | 80246 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $12,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||
| 39 BROADWAY 15TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $74,400 |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | |||||||
| 122 EAST 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,000 |
| ANIMAL WELLNESS FOUNDATION | |||||||
| PO BOX 9686 | MARINA DEL REY | CA | 90295 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| ASPEN CARES | |||||||
| PO BOX 188 | ASPEN | CO | 81612 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $295 |
| ASPEN FILMFEST | |||||||
| 110 EAST HALLAM STREET SUITE 102 | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $675 |
| ASPEN JEWISH CONGREGATION | |||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $36,000 |
| 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 | $203,000 |
| BEVERLY HILLS FIREFIGHTERS ASSOCIATION | |||||||
| 427 N CANON DRIVE SUITE 108 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| BEVERLY HILLS POLICE OFFICERS ASSOCIATION | |||||||
| 464 NORTH REXFORD DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $350 |
| CALLIES BACKYARD FOUNDATION | |||||||
| 191 UNIVERSITY DRIVE SUITE 828 | DENVER | CO | 80206 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $14,086 |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | |||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| DOWNTOWN DENVER EVENTS | |||||||
| 511 16TH AVENUE STE 200 | DENVER | CO | 80202 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| FIDELITY CHARITABLE GIFT FUND 660-0-02830 | |||||||
| C/O JP MORGAN CHASE BANK | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,320,000 |
| FRIENDS OF JCC KRAKOW | |||||||
| 74 LA FAYETTE AVENUE SUITE 101 | SUFFERN | NY | 10901 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| FRIENDS OF SHEBA MEDICAL CENTER | |||||||
| 9465 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| FRIENDS OF THE ASPEN ANIMAL SHELTER | |||||||
| 101 ANIMAL SHELTER ROAD | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,250 |
| FRIENDS OF THE ISRAEL SPORTS CENTER FOR THE DISABLED | |||||||
| 315 MADISON AVENUE SUITE 901 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $30,000 |
| FRIENDSHIP CIRCLE OF LOS ANGELES | |||||||
| 1952 S ROBERTSON BLVD | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2033 K STREET NW SUITE 300 | WASHINGTON | DC | 20052 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 |
| HABONIM DROR - CAMP GILBOA | |||||||
| 8339 W 3RD STREET | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $12,000 |
| 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 |
| HIKE FOR LIFE | |||||||
| 936 W FRANCIS STREET | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| ISRAFEST FOUNDATION INC | |||||||
| 324 SOUTH BEVERLY DRIVE 424 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| JEWISH AGENCY FOR ISRAEL (JAFI) | |||||||
| 633 THIRD AVENUE FL 21 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| JEWISH COLORADO | |||||||
| 300 S DAHLIA ST SUITE 300 | ASPEN | CO | 80246 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $325,000 |
| JEWISH COMMUNITY CENTER CHABAD OF ASPEN | |||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $19,590 |
| JEWISH FAMILY SERVICE OF LOS ANGELES | |||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,500 |
| JEWISH FEDERATION OF LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD SUITE 1000 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,496,410 |
| JEWISH FEDERATION REAL ESTATE & CONSTRUCTION DIVISION | |||||||
| 6505 WILSHIRE BLVD SUITE 1000 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $20,000 |
| JEWISH WORLD WATCH | |||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| LACBA - LOS ANGELES COUNTY BAR ASSOCIATION | |||||||
| 1055 W 7TH STREET SUITE 2700 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| LEO BAECK TEMPLE | |||||||
| 1300 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $600 |
| 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 | $325,000 |
| LUCKY DAY ANIMAL RESCUE OF COLORADO | |||||||
| PO BOX 8856 | ASPEN | CO | 81612 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $4,050 |
| MAURICE B SHWAYDER CAMP OF TEMPLE EMANUEL | |||||||
| 51 GRAPE STREET | DENVER | CO | 80220 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $12,000 |
| MUSIC CENTER FOUNDERS | |||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| NESHAMA CENTER | |||||||
| PO BOX 8064 | ASPEN | CO | 81612 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| NORTH BAY FIRE RELIEF - SANTA ROSA FIRE CO RCUCF | |||||||
| 3033 CLEVELAND AVENUE | SANTA ROSA | CA | 95403 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| PEDAL ON THE PIER HAROLD ROBINSON FOUNDATION | |||||||
| 10008 NATIONAL BLVD SUITE 324 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| PHILLYBROOK CO INC | |||||||
| 271 CEDAR COVE | GLENWOOD SPRINGS | CO | 81601 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $117,500 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| PO BOX 740528 | LOS ANGELES | CA | 90074 | NONE | PUBLIC CHARITY | PUBIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| PORTRAITS OF HOPE | |||||||
| 2118 WILSHIRE BLVD SUITE 527 | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $270 |
| PRICE FOUNDATION | |||||||
| 13700 MARINA POINTE DRIVE 632 | MARINA DEL REY | CA | 90292 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,400 |
| PROJECT TIKVAH | |||||||
| 4221 WILSHIRE BLVD SUITE 240 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| RAMAH IN THE ROCKIES | |||||||
| 300 S DAHLIA STREETSUITE 205 | DENVER | CO | 80246 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $378,000 |
| RETT SYNDROME RESEARCH TRUST | |||||||
| 67 UNDER CLIFF ROAD | TRUMBULL | CT | 06611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| SHAARE ZEDEK MEDICAL CENTER | |||||||
| 8671 WILSHIRE BLVD SUITE 712 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 |
| SHINING STARS | |||||||
| PO BOX 1308 | ASPEN | CO | 81612 | 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 | $4,455 |
| STOP CANCER | |||||||
| 2566 OVERLAND AVE SUITE 790 | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| TEMPLE BETH YESHURUN | |||||||
| 4525 BEECHNUT STREET | HOUSTON | TX | 77096 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| TEXAS TECH UNIVERSITY PRESS | |||||||
| 3003 15TH STREET | LUBBOCK | TX | 79415 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,512 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD SUITE 410 | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| THEATRE ASPEN | |||||||
| 110 EAST HALLAM STREET SUITE 126 | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $34,726 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| WEIGHTMAN HALL 235 S 33RD STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 |
| UCLA FOUNDATION | |||||||
| 10945 LECONTE AVE 3132 | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| UNITED JEWISH APPEAL - ASPEN VALLEY CAMPAIGN | |||||||
| 300 S DAHLIA ST SUITE 300 | DENVER | CO | 80246 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| USC SHOAH FOUNDATION | |||||||
| 650 W 35TH STREET SUITE 114 | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,250,000 |
| VISTA DEL MAR | |||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| WAGS AND WALKS | |||||||
| 8721 SANTA MONICA BLVD | LOS ANGELES | CA | 90069 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| WINDWARD SCHOOL - THE ADVANCEMENT OFFICE | |||||||
| 11350 PALMS BLVD | LOS ANGELES | CA | 90066 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| WISE READERS TO LEADERS (FKA WISE FREEDOM SCHOOL PARTNERS) | |||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250,000 |
| YAD EZRA VESHULAMIT | |||||||
| 3470 WILSHIRE BLVDSUITE 1020 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $7,500 |
| YAD VASHEM | |||||||
| 500 5TH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,393,479 | 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 | $1,788 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,442,800 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,257 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,406,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,055,845 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,055,845 | 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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DOUGLAS S MEYER | ||||||
| 1 | 1250 ELMWOOD AVENUE | DEERFIELD | IL | 60015 | $500 | Yes (X) |
| ALAN ALTMAN | ||||||
| 2 | 0855 BRUSH CREEK ROAD | ASPEN | CO | 81611 | $5,000 | Yes (X) |
| MARC OSTROFSKY | ||||||
| 3 | 1177 WEST LOOP SOUTH | HOUSTON | TX | 77027 | $10,000 | Yes (X) |
| MARK AND BINNIE SWISLOW | ||||||
| 4 | 2313 SHERIDAN ROAD | HIGLAND PARK | IL | 60035 | $1,000 | Yes (X) |
| DAVID SHAPIRO AND LORI STARK | ||||||
| 5 | 1354 SHERIDAN ROAD | HIGLAND PARK | IL | 60035 | $500 | Yes (X) |
| KEITH AND MARCI SHAPIRO | ||||||
| 6 | 280 CEDAR AVENUE | HIGLAND PARK | IL | 60035 | $500 | Yes (X) |
| MELINDA GOLDRICH JG ANNUITY TRUST U | ||||||
| 7 | 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | $125,000 | Yes (X) |
| ANDREA G CAYTON JG ANNUITY TRUST UN | ||||||
| 8 | 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | $125,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT IN CORPORATE BONDS | BondNm |
| EOY Book Value | $18,220,406 | EOYBookValueAmt |
| EOYFMV | $18,215,666 | 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 | $23,886,629 | EOYBookValueAmt |
| EOYFMV | $32,547,597 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,044,887 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,969,676 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,056,779 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,084,359 | 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 | $44,132,850 | $52,583,555 |
| INVESTMENT IN ALTERNATIVE INVESTMENTS | AT COST | $7,684,430 | $12,606,849 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,775 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,775 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $283,873 | $283,873 | $0 |
| FILING FEES | $245 | $0 | $245 |
| PORTFOLIO DEDUCTIONS-ALTAIR RIMROCK LP K-1 | $91,441 | $91,441 | $0 |
| NON-DEDUCTIBLE EXPENSES - ALTAIR SPECIAL SITUATIONS FUND LP K-1 | $33 | $0 | $0 |
| PORTFOLIO DEDUCTIONS-ALTAIR SPECIAL SITUATIONS FUND LP K-1 | $21,134 | $21,134 | $0 |
| BANK CHARGES | $45 | $0 | $0 |
| PORTFOLIO DEDUCTIONS-LC ALTAIR PCOF K-1 | $200,257 | $200,257 | $0 |
| CONTRIBUTIONS - ALTAIR SPECIAL SITUATIONS FUND LP K-1 | $250 | $0 | $0 |
| PENALTIES | $32 | $32 | $0 |
| NON-DEDUCTIBLE EXPENSES - ALTAIR RIMROCK LLC K-1 | $22 | $0 | $22 |
| ADMINISTRATIVE EXPENSES - FOR HOLOCAUST PROJECT | $3,936 | $0 | $3,936 |
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 | $108 | $108 | $108 |
| K-1 - LUMINOUS CAPITAL SPECIAL SITUATIONS FUND, LP | -$168 | -$168 | -$168 |
| K-1 - LUMINOUS CAPITAL SPECIAL SITUATIONS FUND, LP | -$373 | -$373 | -$373 |
| K-1 - LUMINOUS CAPITAL SPECIAL SITUATIONS FUND, LP | $17,690 | $17,690 | $17,690 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER C SCHWAB #3102-3209 PENDING PURCHASE | Desc |
| BOY Book Value | $34,971 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $5,813 | $5,813 | $0 |
| STATE INCOME TAX | $10 | $0 | $0 |
| STATE INCOME TAX W/H FYE 2015 - FIDELITY SPECIAL SITUATIONS | $62 | $0 | $0 |
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