FITE FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FITE FAMILY FOUNDATION (EIN 84-4280222)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202533169349103243
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-12T21:01:59-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954345526PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11333 S MAYFLOWER AVE SUITE 200AddressLine1Txt
CityMONROVIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91016ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844280222EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FITE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFITEBusinessNameControlTxt
Phone3108017618PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11705 OCEAN AVENUE 507AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonA AUSTIN FITEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3108017618PhoneNum
Signature2025-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH CULLENPreparerPersonNm
PTINP00131656PTIN
Phone6262435100PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,090,476FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,102,969ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,356InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,356InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$151,238DividendsRevAndExpnssAmt
Dividends Net Invst Incm$151,238DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$414,310NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,973,741GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$629,775CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,325OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,325OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,675,198TotalRevAndExpnssAmt
Total Net Invst Incm$787,694TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,087AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,544AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,543AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$18,147TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,190TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$38,479OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$38,479OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$67,713TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,213TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,543TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,028,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,028,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,096,563TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,213TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,034,393TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$578,635ExcessRevenueOverExpensesAmt
Net Investment Income$742,481NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$58,493SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$118,263SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$118,263SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$7,670,545OtherInvestmentsBOYAmt
Other Investments EOY$7,462,268OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,972,213OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,729,038TotalAssetsBOYAmt
Total Assets EOY$7,580,531TotalAssetsEOYAmt
Total Assets EOYFMV$10,090,476TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$7,729,038NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,580,531NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$7,729,038TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,580,531TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,729,038TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,580,531TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,729,038TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$578,635ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,307,673SubtotalAmt
Other Decreases$727,142OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,580,531TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
GS #027-51456-1P2023-01-012024-12-31$139$139$139
GS #027-51898-4P2023-01-012024-12-31$4,806$4,806$4,806
GS #027-51447-0P2024-01-012024-12-31$208,504-$6,345-$6,345$214,849
GS #027-51447-0P2016-04-072024-12-31$411,037$121,261$121,261$289,776
GS #027-51449-6P2017-01-302024-12-31$256,585-$4,834-$4,834$261,419
GS #027-51456-1P2024-01-012024-12-31$51,015-$14,557-$14,557$65,572
GS #027-51456-1P2014-05-082024-12-31$72,082$23,501$23,501$48,581
GS #027-51898-4P2014-05-062024-12-31$576,199$264,006$264,006$312,193
GS #027-52038-6P2024-01-012024-12-31$13,486$697$697$12,789
GS #027-52038-6P2017-07-052024-12-31$241,743$215,171$215,171$26,572
GS #027-51457-9P2024-01-012024-12-31$14,364$14,364$14,364
GS #027-51457-9P2023-11-202024-12-31$21,546$21,546$21,546
GS #027-51449-6P2022-09-222024-05-01$101,541$2,316$2,316$99,225
GS #4115-50011585P2023-01-012024-12-31$694$694$694
K-1 GS SOCIAL IMPACT FUND LPP2023-01-012024-12-31-$12,990-$12,990$12,990
FieldValueIRS element (for citing)
Capital Gain Net Income$629,775CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$5,841NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,320InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,320SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,320TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,480OverpaymentAmt
Applied To ES Tax$2,480AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HCVTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6264715300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11333 S MAYFLOWER AVENUE SUITE 200AddressLine1Txt
CityMONROVIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91016ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
A AUSTIN FITE
1705 OCEAN AVE 507SANTA MONICACA90401DIRECTOR4.00$0$0$0
LAUREN FITE
1705 OCEAN AVE 507SANTA MONICACA90401DIRECTOR4.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,083,142AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$234,495AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,317,637TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,317,637AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$139,765CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,177,872NetVlNoncharitableAssetsAmt
Minimum Investment Return$458,894MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$458,894MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,320TaxBasedOnInvestmentIncomeAmt
Total Tax$10,320TotalTaxAmt
Distributable Before Adj$448,574DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$448,574DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$448,574DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,034,393ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,034,393QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$448,574DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$281,863ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$314,914ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,038,564ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,635,341TotalExcessDistributionCyovAmt
Qualifying Distributions$1,034,393QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$448,574AppliedToCurrentYearAmt
Remaining Distri From Corpus$585,819RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,221,160TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,221,160ExcessDistriCyovToNextYrAmt
Excess From Year3$281,863ExcessFromYear3Amt
Excess From Year2$314,914ExcessFromYear2Amt
Excess From Year1$1,038,564ExcessFromYear1Amt
Excess From Current Year$585,819ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MENDEZ NATIONAL INSTITUTE OF TRANSP LANTATION
2600 WEST OLIVE AVENUE SUITE 500BURBANKCA91505NONEPCFINANCIAL SUPPORT$10,000
UT FOUNDATION
1525 UNIVERSITY AVEKNOXVILLETN37921NONEPCFINANCIAL SUPPORT$60,000
JONSSON CANCER CENTER FOUNDATION
PO BOX 951780LOS ANGELESCA90095NONEPCFINANCIAL SUPPORT$10,000
OBAMA FOUNDATION
PO BOX 779056CHICAGOIL60677NONEPCFINANCIAL SUPPORT$50,000
INSTIUTE FOR INTERNATIONAL EDUCATION OF STUDE
33 W MONROE ST STE 2300CHICAGOIL60603NONEPCFINANCIAL SUPPORT$2,500
ALSAC ST JUDE CHILDRENS RESEARCH HOSPITAL
201 SANDPOINTE AVE 300SANTA ANACA92707NONEPCFINANCIAL SUPPORT$30,000
GIRLS ATHLETIC LEADERSHIP SCHOOL
8015 VAN NUYS BLVDPANORAMA CITYCA91402NONEPCFINANCIAL SUPPORT$100,000
ITHACA COLLEGE
3800 BARHAM BLVD UNIT 305LOS ANGELESCA90068NONEPCFINANCIAL SUPPORT$30,000
KPCC LAIST
474 SOUTH RAYMOND AVENUEPASADENACA91105NONEPCFINANCIAL SUPPORT$25,000
KECK SCHOOL OF MEDICINE
1975 ZONAL AVELOS ANGELESCA90033NONEPCFINANCIAL SUPPORT$25,000
THE CARTER CENTER
453 JOHN LEWIS FREEDOM PARKWAY NEATLANTAGA30307NONEPCFINANCIAL SUPPORT$10,000
CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION
1401 S GRAND AVELOS ANGELESCA90015NONEPCFINANCIAL SUPPORT$50,000
KCRW
1900 PICO BLVDSANTA MONICACA90405NONEPCFINANCIAL SUPPORT$20,000
DUKE UNIVERSITY
DUKE UNIVERSITY BOX 90600DURHAMNC27708NONEPCFINANCIAL SUPPORT$85,000
KEHILLAT ISRAEL
16019 W SUNSET BLVDPACIFIC PALISADESCA90272NONEPCFINANCIAL SUPPORT$20,000
THE FITE FAMILY FUND
200 WEST STREET 15TH FLOORNEW YORKNY10282NONEPCFINANCIAL SUPPORT$201,350
THE FITE FAMILY FUND
200 WEST STREET 15TH FLOORNEW YORKNY10282NONEPCFINANCIAL SUPPORT$300,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,028,850TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,356ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$151,238ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,325ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$414,310ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$572,229ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$572,229TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
ALBERT & LAUREN GEISLER FITE
11705 OCEAN AVE 507SANTA MONICACA90401$242,037Yes (X)
ALBERT & LAUREN GEISLER FITE
21705 OCEAN AVE 507SANTA MONICACA90401$860,932Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,217 SHARES OF TESLA, INC.$242,0372024-08-05
21,410 SHARES OF ISHARES CORE S&P 500 ETF$860,9322024-12-11

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$11,087Amt
Net Investment Income$5,544NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,543DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGOLDMAN SACHS INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$7,462,268BookValueAmt
EOYFMV$9,972,213EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN AND PRIOR PERIOD ADJUSTMENT FOR BOOK COST BASISDesc
Amt$727,142Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GS #027-51447-0 MGMT FEES$12,454$12,454$0$0
GS #027-51449-6 MGMT FEES$3,661$3,661$0$0
GS #027-51456-1 MGMT FEES$2,800$2,800$0$0
GS #027-51457-9 MGMT FEES$7,176$7,176$0$0
GS #027-52038-6 MGMT FEES$11,509$11,509$0$0
K-1 GS SOCIAL IMPACT FUND LP MGMT FEES$879$879$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$1,325RevenueAndExpensesPerBooksAmt
Net Investment Income$1,325NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$16,957$0$0$0
GS #027-51447-0 FOREIGN TAX$11$11$0$0
GS #027-51456-1 FOREIGN TAX$7$7$0$0
GS #027-51898-4 FOREIGN TAX$1,172$1,172$0$0

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