THE LOUIS & HAROLD PRICE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE LOUIS & HAROLD PRICE FOUNDATION (EIN 13-6121358)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349108508
- 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
- Depreciation Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T18:23:22-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143423 | 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 | 136121358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUIS & HAROLD PRICE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2133308571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOODBRIDGE CENTER DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070951191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE VITTI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7326945413 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ISRAEL TANNENBAUM | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 3012726000 | PhoneNum |
| Preparation | 2025-11-17 | 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $200,048 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $200,048 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $654,572 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $654,572 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$117,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,312,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $312,809 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $264,336 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,050,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,118,956 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $28,936 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,893 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,043 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $237,972 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $171,936 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,036 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $730 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $45,659 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $45,659 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,397 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,232 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,165 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $378,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $238,061 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $139,903 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,098,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,098,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,476,994 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $238,061 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,238,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,426,601 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $880,895 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,775 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,606,944 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,638,782 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $55,658,904 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,799,634 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,327,409 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,765 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $72,043,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $72,043,213 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $72,043,213 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,043,213 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $72,043,213 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,426,601 | ExcessRevenueOverExpensesAmt |
| Other Increases | $786,453 | OtherIncreasesAmt |
| Subtotal | $71,403,065 | SubtotalAmt |
| Other Decreases | $71,403,065 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2024-06-30 | SoldDt |
| Gross Sales Price | $3,312,888 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,429,924 | CostOrOtherBasisAmt |
| Gain Or Loss | -$117,036 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$117,036 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$117,036 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,244 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,244 | SubtotalAmt |
| Tax Based On Investment Income | $12,244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,968 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $17,968 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,724 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $5,724 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | PRICEFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7326945413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOODBRIDGE CENTER DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070951191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| AL OSBORNE JR PHD | ||||||||
| 100 WOODBRIDGE CENTER DRIVE | WOODBRIDGE | NJ | 070951191 | TRUSTEE | 0.15 | $0 | $0 | $0 |
| BONNIE VITTI | ||||||||
| 100 WOODBRIDGE CENTER DRIVE | WOODBRIDGE | NJ | 070951191 | PRESIDENT/TRUSTEE | 8.0 | $0 | $0 | $0 |
| GEORGE ASCH | ||||||||
| 100 WOODBRIDGE CENTER DRIVE | WOODBRIDGE | NJ | 070951191 | TRUSTEE | 0.15 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOODBRIDGE CENTER DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070951191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $233,811 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $53,225,989 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $912,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,138,001 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,138,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $812,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,325,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,666,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,666,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,244 | TotalTaxAmt |
| Distributable Before Adj | $2,654,053 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,654,053 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,654,053 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,238,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,238,203 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,654,053 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,695,717 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,238,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,238,203 | AppliedToYear1Amt |
| 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 |
| Taxable2 | $2,457,514 | Taxable2Amt |
| Undistributed Income CY | $2,654,053 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Avenues to Independence | |||||||||||
| 515 Busse Highway Suite 100 | Park Ridge | IL | 60068 | N/A | PC | Gift to Avenues to Independence - Edward Jones | $100,000 | ||||
| Jewish Federation Council of Greater LA | |||||||||||
| 6505 Wilshire Boulevard Suite 1100 | Los Angeles | CA | 90048 | N/A | PC | Gift to Jewish Foundation Council of Greater Los - | $250,000 | ||||
| Leo Baeck Temple | |||||||||||
| 1300 North Sepulveda Boulevard | Los Angeles | CA | 90049 | N/A | PC | Gift to Leo Baeck Temple & Gala / Chasen Discretionary | $122,000 | ||||
| Americares Foundation Inc | |||||||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | N/A | PC | Ukraine | $40,000 | ||||
| UCLA Fellowship | |||||||||||
| 10889 Wilshire Boulevard Suite 1000 | Los Angeles | CA | 90024 | N/A | PC | Fellowship Support, UCLA Foundation Fund #50681C | $21,300 | ||||
| American Friends of Shaare Zedek Medical | |||||||||||
| 55 West 39th Street 4th Floor | New York | NY | 10018 | N/A | PC | General Support | $5,000 | ||||
| Bridging Bionics Foundation | |||||||||||
| 455 Gold Rivers Court | Basalt | CO | 81621 | N/A | PC | General Support | $25,000 | ||||
| Children's Aid Society | |||||||||||
| 117 West 124th Street 5th Floor | New York | NY | 10027 | N/A | PC | General Support | $2,000 | ||||
| Pitkin County Library | |||||||||||
| 120 North Mill Street | Aspen | CO | 81611 | N/A | PC | General Support | $3,000 | ||||
| UCLA - J Wooden Leadership Award | |||||||||||
| 110 Westwood Plaza Suite F315 | Los Angeles | CA | 90024 | N/A | PC | UCLA Fund #30983 | $5,000 | ||||
| University of Colorado Foundation (Parent | |||||||||||
| 1800 Grant Street Suite 725 | Denver | CO | 80301 | N/A | PC | Parent Leadership Society | $5,000 | ||||
| American Corporation of the Arts | |||||||||||
| 6233 Hollywood Boulevard | Los Angeles | CA | 90028 | N/A | PC | Producer level donation | $12,000 | ||||
| Aspen Hall of Fame | |||||||||||
| PO Box 510 | Aspen | CO | 81612 | N/A | PC | General Support | $2,000 | ||||
| Aspen Historical Society | |||||||||||
| 620 West Bleeker Street | Aspen | CO | 81611 | N/A | PC | General Support | $5,000 | ||||
| Aspen Valley Ski & Snowboard Club | |||||||||||
| 300 AVSC Dr | Aspen | CO | 81611 | N/A | PC | SnoWarrior | $10,000 | ||||
| Aspen Youth Center | |||||||||||
| 0861 Marron Creek Road | Aspen | CO | 81611 | N/A | PC | After school | $10,000 | ||||
| Dogwood Alliance | |||||||||||
| PO Box 7645 | Asheville | NC | 28802 | N/A | PC | Community Solutions | $5,000 | ||||
| English in Action | |||||||||||
| PO Box 4856 | Basalt | CO | 81621 | N/A | PC | General support | $10,000 | ||||
| Los Angeles Jewish Home for the Aging | |||||||||||
| 7150 Tampa Avenue | Reseda | CA | 91335 | N/A | PC | General Support | $10,000 | ||||
| Music Associates of Aspen Inc | |||||||||||
| 225 Music School Road | Aspen | CO | 81611 | N/A | PC | Gift to Music Associates of Aspen, Inc | $80,000 | ||||
| Center Theatre Group | |||||||||||
| 601 West Temple Street | Los Angeles | CA | 90012 | N/A | PC | Gift to Center Theatre Group | $250,000 | ||||
| National Center for Family Philanthropy | |||||||||||
| 1667 K Street Northwest Suite 550 | Washington | DC | 20006 | N/A | PC | Annual Contribution | $1,000 | ||||
| Natural Resources Defense Council | |||||||||||
| 40 West 20th Street | New York | NY | 10011 | N/A | PC | General support | $25,000 | ||||
| Population Connection | |||||||||||
| 2120 L Street Northwest | Washington | DC | 20037 | N/A | PC | General support | $25,000 | ||||
| The Denver Rescue Mission | |||||||||||
| 6100 Smith Road | Denver | CO | 80216 | N/A | PC | STAR Program | $25,000 | ||||
| Feeding America | |||||||||||
| 161 North Clark Street Suite 700 | Chicago | IL | 60601 | N/A | PC | Gift to Feeding America | $200,000 | ||||
| Food Bank for New York City | |||||||||||
| 39 Broadway 10th Floor | New York | NY | 10006 | N/A | PC | Gift to Food Bank for New York City | $50,000 | ||||
| Food Bank of the Rockies | |||||||||||
| 10700 E 45th Avenue | Denver | CO | 80239 | N/A | PC | Gift to Food Bank of the Rockies | $50,000 | ||||
| ISEF Foundation | |||||||||||
| 520 8th Avenue Floor 4 | New York | NY | 10018 | N/A | PC | Gift to ISEF Foundation | $50,000 | ||||
| Los Angeles Regional Foodbank | |||||||||||
| 1734 East 41st Street | Los Angeles | CA | 90058 | N/A | PC | Gift to Los Angeles Regional Foodbank | $50,000 | ||||
| Sacramento Food Bank & Family Services | |||||||||||
| 1951 Bell Avenue | Sacramento | CA | 95838 | N/A | PC | Gift to Sacramento Food Bank & Family Services | $50,000 | ||||
| UCLA - John Wooden Athletic Fund | |||||||||||
| 110 Westwood Plaza Suite F315 | Los Angeles | CA | 90024 | N/A | PC | Fund # 63110C (Gift from Dr. Al Osborne) | $15,000 | ||||
| University of Washington Foundation | |||||||||||
| PO Box 359505 | Seattle | WA | 981959505 | N/A | PC | Foster School of Business - BORA-GF136492 (Gift fr | $25,000 | ||||
| LIFT-UP Pitkin County | |||||||||||
| 800 Railroad Avenue | Rifle | CO | 81650 | N/A | PC | General Support | $5,000 | ||||
| Los Angeles Mission Inc | |||||||||||
| 303 East 5th Street | Los Angeles | CA | 90013 | N/A | PC | General Support | $20,000 | ||||
| Rescue Mission Alliance | |||||||||||
| 315 North A Street | Oxnard | CA | 930304901 | N/A | PC | General Support | $10,000 | ||||
| Shining Stars Foundation | |||||||||||
| 24 County Road 524 | Tabernash | CO | 80478 | N/A | PC | Sibling Care | $5,000 | ||||
| The Garry Marshall Theatre | |||||||||||
| 4252 W Riverside Drive | Burbank | CA | 91505 | N/A | PC | General support | $15,000 | ||||
| The Music Center of Los Angeles County | |||||||||||
| 135 North Grande Avenue | Los Angeles | CA | 90012 | N/A | PC | Educational Programs | $20,000 | ||||
| UCLA - Bootcamp for Veterans | |||||||||||
| 110 Westwood Plaza Suite C305 | Los Angeles | CA | 900951481 | N/A | PC | UCLA Fund #61860C | $25,000 | ||||
| Temple Beth Hillel | |||||||||||
| 12326 Riverside Drive | Valley Village | CA | 916073608 | N/A | PC | Gift to Temple Beth Hillel Irrevocable | $100,000 | ||||
| Cedars-Sinai Medical Center | |||||||||||
| 6500 Whilshire Boulevard Suite 1800 | Los Angeles | CA | 90048 | N/A | PC | General Support/ PRCC Cardiac | $40,000 | ||||
| Henry Street Settlement | |||||||||||
| 265 Henry St | New York | NY | 10002 | N/A | PC | Boys and Girls | $5,000 | ||||
| Hope House of Colorado | |||||||||||
| 6475 Benton Street Bldg A | Arvada | CO | 80003 | N/A | PC | GED Program | $10,000 | ||||
| ONEgeneration | |||||||||||
| 17400 Victory Blvd | Van Nuys | CA | 91406 | N/A | PC | General Support | $10,000 | ||||
| The People Concern | |||||||||||
| 2116 Arlington Avenue Suite 100 | Los Angeles | CA | 90018 | N/A | PC | Domestic Violence W. LA | $10,000 | ||||
| Los Angeles Opera Company | |||||||||||
| 135 N Grand Ave | Los Angeles | CA | 90012 | N/A | PC | LA Opera's Education and Senior Programs | $25,000 | ||||
| Anti-Defamation League - National | |||||||||||
| 605 3rd Avenue | New York | NY | 10158 | N/A | PC | Gift to Anti-Defamation League | $50,000 | ||||
| Anti-Defamation League Los Angeles | |||||||||||
| 10495 Santa Monica Blvd | Los Angeles | CA | 90025 | N/A | PC | Gift to Anti-Defamation League | $50,000 | ||||
| The Jewish Foundation For The Righteous | |||||||||||
| 80 Main St Suite 380 | West Orange | NJ | 07052 | N/A | PC | Gift to The Jewish Foundation of the Righteous | $60,000 | ||||
| Volunteers of America | |||||||||||
| 2877 Lawrence St | Denver | CO | 80205 | N/A | PC | Gift to Volunteers of America of Colorado | $50,000 | ||||
| Shaare Zedek Hospital | |||||||||||
| N/A | PC | Gift to Shaare Zedek Hospital | $50,000 | Shmuel Hans Beyth St 12 | Jerusalem | IS | 9103102 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,098,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,048 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $654,572 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$117,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| K-1 PASS-THROUGH INCOME | 18 | $242,467 | ||
| K-1 PASS-THROUGH INCOME (UBI) | 900099 | $48,473 | ||
| OTHER INCOME - PFIC (FROM K-1) | 18 | $21,869 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $48,473 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,001,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,050,393 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,936 | LegalFeesAmt |
| Net Investment Income | $2,893 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,043 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE EXPENSES | $331 |
| NET ASSETS TRANSFERRED (EIN:38-4160848) | $71,402,734 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 EXPENSES | $63,232 | $63,232 | |
| ADMINISTRATIVE EXPENSES | $2,165 | $2,165 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 PASS-THROUGH INCOME | $242,467 | $242,467 | $0 |
| K-1 PASS-THROUGH INCOME (UBI) | $48,473 | $0 | $0 |
| OTHER INCOME - PFIC (FROM K-1) | $21,869 | $21,869 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON DONATED SECURITIES | Desc |
| Amt | $786,453 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $163,894 | $163,894 | |
| MANAGEMENT FEES | $68,750 | $6,875 | $61,875 |
| CUSTODY SERVICE FEES | $1,167 | $1,167 | |
| ONLINE GRANTS MANAGEMENT | $4,161 | $4,161 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $730 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments