THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH (EIN 95-4155986)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349102974
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T14:26:52-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952399533 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NSBN 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 | 2016-01-01 | 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 | 2017-11-14 | 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 |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.101.121.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 12:42:10 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A4C22089B5647235304F81F9F808BDA9DA8D41EA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $134,101,191 | 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 | $10,045,244 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,136 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,136 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,330,936 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,330,936 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,480,849 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,389,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,624 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,624 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,926,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,361,696 | 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 | $1,181 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,181 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,500 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $80 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $80 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $110,562 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,138 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $471 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $547,498 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $540,692 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $598 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $676,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $547,910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,967,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,967,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,644,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $547,910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,987,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,281,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,813,786 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,889,006 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,714,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,714,760 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $85,806 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $76,766 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $85,806 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $85,806 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $5,702,050 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,728,586 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,686,463 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $24,516,355 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,576,079 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,076,557 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,811,701 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,763,663 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,595,454 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $69,215,839 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,659,144 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $81,942,151 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $117,211,717 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,528,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,101,191 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $34,971 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,971 | 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 | $117,211,717 | RetainedEarningBOYAmt |
| Retained Earning EOY | $122,493,067 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,211,717 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $122,493,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,211,717 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,528,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,211,717 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,281,350 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $122,493,067 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $122,493,067 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB #3102-3209 | P | $9,236,708 | $9,237,096 | -$388 | -$388 |
| chARLES SCHWAB #3102-3209 | P | $6,137,583 | $6,139,472 | -$1,889 | -$1,889 |
| FIDELITY #674-072516 | P | $10,506,630 | $11,851,374 | -$1,344,744 | -$1,344,744 |
| fIDELITY #674-072516 | P | $6,178,644 | $6,219,572 | -$40,928 | -$40,928 |
| fIDELITY #674-433403 | P | $1,627,356 | $1,890,922 | -$263,566 | -$263,566 |
| fIDELITY #674-433403 | P | $2,546,875 | $2,482,032 | $64,843 | $64,843 |
| fIDELITY #674-072516 PY ADJ | P | $334 | $334 | $334 | |
| fIDELITY #674-433403 PY ADJ | P | $383 | $383 | $383 | |
| UBS FINANCIAL # Y6 19593 | P | $50,000 | $49,100 | $900 | $900 |
| FIDELITY ALTAIR SPECIAL SITUATIONS | P | $43,651 | $43,651 | $43,651 | |
| FIDELITY ALTAIR SPECIAL SITUATIONS | P | $771 | -$771 | -$771 | |
| Capital Gains Dividends | P | $61,326 | $61,326 | $61,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,480,849 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,308,577 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $120,680,178 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043989 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,432,874 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $107,482,888 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041243 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $491,028 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $96,947,611 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.005065 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,445,104 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $91,304,690 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048684 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,159,501 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $89,034,314 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046718 | DistributionYr5Rt |
| Total Distribution | 0.185699 | TotalDistributionRt |
| Average Distribution | 0.037140 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $128,698,086 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,779,847 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,138 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,807,985 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,987,670 | 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 | $28,138 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,138 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,138 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $216,125 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $216,125 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $187,987 | OverpaymentAmt |
| Applied To ES Tax | $187,987 | 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/Director | 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 | $124,010,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,561,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $85,806 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $130,657,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $130,657,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,959,869 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $128,698,086 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,434,904 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,434,904 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,138 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,138 | TotalTaxAmt |
| Distributable Before Adj | $6,406,766 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,406,766 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,406,766 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,987,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,987,670 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $28,138 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,959,532 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,406,766 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,963,407 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,987,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,963,407 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,263 | 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 | $6,382,503 | 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 (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 MAGEN DAVID ADOM | ||||||||
| 6505 wilshire blvd suite 450 | LOS ANGELES | CA | 90048 | nONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | ||||||||
| 39 BROADWAY 15TH FLOOR | New york | NY | 10006 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $339,799 | |
| 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 | |
| ART INC | ||||||||
| 9401 SAN PEDRO AVENUE | SAN ANTONIO | TX | 78216 | nONE | pubLIC CHARITY | public support of organization mission | $62,643 | |
| aspen tree | ||||||||
| Po box 8064 | aspen | CO | 81612 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $12,955 | |
| 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 | |
| bridging bionics foundation | ||||||||
| po box 3767 | basalt | CO | 81621 | nONE | puBLIC CHARITY | public support of organization mission | $7,500 | |
| CALLIES BACKYARD FOUNDATION | ||||||||
| 191 university drive suite 828 | denver | CO | 80206 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| cedars-sinai medical center | ||||||||
| 8700 beverly blvd room 2416 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $20,000 | |
| center for american studies - portraits of hope | ||||||||
| 319 hamilton hall mc 2810 1130 | new york | NY | 10027 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $85,000 | amsterdam ave |
| children uniting nations | ||||||||
| 6380 wilshire blvd suite 1006 | loS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| detoledo high school (formerly new community jewish high school) | ||||||||
| 7353 valley circle blvd | west hills | CA | 91304 | nONE | puBLIC CHARITY | public support of organization mission | $50,000 | |
| executives of the los angeles jewish home (LA jewish home) | ||||||||
| 7150 tampa avenue | reseda | CA | 91335 | nONE | PUBLIC CHARITY | public support of organization mission | $700 | |
| fidelity charitable gift fund Z-97-000442 | ||||||||
| po box 770001 | cincinnati | OH | 45277 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,450,000 | |
| friends of sheba medical center | ||||||||
| 2566 overland avenue suite 670 | lOS ANGELES | CA | 90064 | 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 | $750 | |
| friends of the israel defense forces | ||||||||
| 6505 wilshire blvd suite 625 | los ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $4,000 | |
| 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 | $50,000 | |
| 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 | new jersey | NJ | 07014 | nONE | pUBLIC CHARITY | public support of organization mission | $12,000 | |
| hillel at ucla | ||||||||
| 574 hilgard avenue | loS ANGELES | CA | 90024 | nONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,200 | |
| hirshberg foundation for pancreatic cncer research | ||||||||
| 2990 s sepulveda blvd 300c | loS ANGELES | CA | 90064 | nONE | pUBLIC CHARITY | public support of organization mission | $2,500 | |
| israel air force center foundation | ||||||||
| po box 0492 | willow grove | PA | 19090 | nONE | pUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $700,000 | |
| israel cancer research fund | ||||||||
| 159 s beverly drivesuite 207 | beverly hills | CA | 90212 | nONE | pubLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| 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 32nd fl suite c | new york | NY | 10017 | nONE | puBLIC CHARITY | public support of organization mission | $50,000 | |
| jewish colorado | ||||||||
| 300 S DAHLIA ST SUITE 300 | aspen | CO | 80246 | nONE | puBLIC CHARITY | public support of organization mission | $123,500 | |
| jewish community center chabad of aspen | ||||||||
| 435 west main street | aspen | CO | 81611 | nONE | pUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $329,600 | |
| jewish educational trade school | ||||||||
| 16601 rinaldi street | granada hills | CA | 91344 | nONE | pUBLIC CHARITY | public support of organization mission | $1,800 | |
| jewish family service of los angeles | ||||||||
| 3580 wilshire blvd suite 700 | loS ANGELES | CA | 90010 | nONE | pUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| jewish federation of los angeles | ||||||||
| po box 54269 terminal annex | LoS ANGELES | CA | 90054 | nONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200,000 | |
| jewish federation real estate & construction division | ||||||||
| 6505 wilshire blvd suite 1000 | loS ANGELES | CA | 90048 | nONE | pUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $11,000 | |
| jewish student union | ||||||||
| 9831 west pico blvd 101 | lOS ANGELES | CA | 90035 | nONE | pUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| jewish world watch | ||||||||
| 5551 balboa blvd | encino | CA | 91316 | nONE | pUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| LANGE foundation | ||||||||
| 2106 s sepulveda blvd | lOS ANGELES | CA | 90025 | nONE | pUBLIC CHARITY | public support of organization mission | $180 | |
| limelight san antonio | ||||||||
| 4711 shavano oak suite 100 | saN ANTONIO | TX | 78249 | nONE | pUBLIC CHARITY | public support of organization mission | $1,125 | |
| 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 jewish home for the aging | ||||||||
| 7150 tampa avenue | reseda | CA | 91335 | NONE | pUBLIC CHARITY | public support of organization mission | $1,000,000 | |
| los angeles museum of the holocaust | ||||||||
| 100 s the grove drive | loS ANGELES | CA | 90036 | nONE | pUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $30,000 | |
| lucky day animal rescue of colorado | ||||||||
| po box 8856 | aspen | CO | 81612 | nONE | puBLIC CHARITY | public support of organization mission | $3,000 | |
| maurice b shwayder camp of temple emanuel | ||||||||
| 51 grape street | denver | CO | 80220 | nONE | pUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $12,000 | |
| planned parenthood los angeles | ||||||||
| po box 740528 | loS ANGELES | CA | 90074 | nONE | pUBLIC CHARITY | pubic support of organization mission | $1,750 | |
| portraits of hope | ||||||||
| 2118 wilshire blvd suite 527 | santa monica | CA | 90403 | nONE | pUBLIC CHARITY | public support of organization mission | $100,000 | |
| price foundation | ||||||||
| 13700 marina pointe drive 632 | marina del rey | CA | 90292 | nONE | puBLIC CHARITY | public support of organization mission | $6,400 | |
| ramah in the rockies | ||||||||
| 300 s dahlia streetsuite 205 | denver | CO | 80246 | nONE | pUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $112,000 | |
| say yes to education inc | ||||||||
| 320 park avenue 21st floor | new york | NY | 10022 | nONE | pUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250,000 | |
| shaare zedek medical center | ||||||||
| 9911 west pico blvd 640 | loS ANGELES | CA | 90035 | nONE | puBLIC CHARITY | public support of organization mission | $15,000 | |
| stephen s wise temple | ||||||||
| 15500 stephen s wise dr | loS ANGELES | CA | 90077 | nONE | pUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $18 | |
| the archer school for girls | ||||||||
| 11725 sunset blvd | los ANGELES | CA | 90049 | nONE | pUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| the buddy program (aspen buddy program) | ||||||||
| 110 east hallam street suite 125 | aspen | CO | 81611 | nONE | puBLIC CHARITY | public support of organization mission | $10,650 | |
| the rape foundation | ||||||||
| 1223 wilshire blvd suite 410 | santa monica | CA | 90403 | nONE | pUBLIC CHARITY | public support of organization mission | $1,000 | |
| theatre aspen | ||||||||
| 110 east hallam street suite 103 | aspen | CO | 81611 | nONE | puBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $22,500 | |
| tour de summer camps co the jewish federation of greater LA | ||||||||
| 6505 wilshire blvd suite 1025 | lOS ANGELES | CA | 90048 | nONE | puBLIC CHARITY | public support of organization mission | $10,000 | |
| united states holocaust memorial museum | ||||||||
| 1880 century park east suite 820 | lOS ANGELES | CA | 90067 | nONE | pUBLIC CHARITY | public support of organization mission | $3,000 | |
| university of pennsylvania | ||||||||
| weightman hall 235 s 33rd street | philadelphia | PA | 19104 | nONE | puBLIC CHARITY | public support of organization mission | $15,000 | |
| USC SHOAH FOUNDATION | ||||||||
| 650 w 35th street suite 114 | lOS ANGELES | CA | 90089 | nONE | puBLIC CHARITY | public support of organization mission | $400,000 | |
| west coast ncsy | ||||||||
| 9831 west pico blvd | lOS ANGELES | CA | 90035 | nONE | pUBLIC CHARITY | public support of organization mission | $8,000 | |
| wind walkers | ||||||||
| po box 504 | carbondale | CO | 81623 | nONE | pUBLIC CHARITY | public support of organization mission | $1,500 | |
| windward school - the advancement office | ||||||||
| 11350 palms blvd | loS ANGELES | CA | 90066 | nONE | puBLIC CHARITY | public support of organization mission | $25,000 | |
| wise freedom school partners co stephen s wise temple | ||||||||
| 15500 stephen s wise drive | los ANGELES | CA | 90077 | nONE | puBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 | |
| yad ezra veshulamit | ||||||||
| 3470 wilshire blvdsuite 1020 | loS ANGELES | CA | 90010 | nONE | puBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| yad vashem | ||||||||
| 500 5th avenue 42nd floor | new york | NY | 10110 | nONE | puBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| yeshiva gedolah of los angeles | ||||||||
| 5444 west olympic blvd | loS ANGELES | CA | 90036 | nONE | puBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,967,920 | 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 | $12,136 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,330,936 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,624 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,480,849 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,880,847 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,880,847 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONA and Doretta GOLDRICH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5150 overland ave | AddressLine1Txt |
| City | culver city | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,045,244 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting | CategoryTxt |
| Amt | $17,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT IN CORPORATE BONDS | BondNm |
| EOY Book Value | $18,763,663 | EOYBookValueAmt |
| EOYFMV | $18,595,454 | 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 | $20,576,079 | EOYBookValueAmt |
| EOYFMV | $25,076,557 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,206,233 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,118,729 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,522,353 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,567,734 | 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 | $47,074,471 | $50,908,444 |
| INVESTMENT IN ALTERNATIVE INVESTMENTS | AT COST | $27,584,673 | $31,033,707 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,181 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,181 | 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 | $248,018 | $248,018 | $0 |
| FILING FEES | $450 | $0 | $450 |
| PORTFOLIO DEDUCTIONS-ALTAIR RIMROCK LP K-1 | $89,740 | $89,740 | $0 |
| NON-DEDUCTIBLE EXPENSES - ALTAIR SPECIAL SITUATIONS FUND LP K-1 | $6 | $0 | $6 |
| PORTFOLIO DEDUCTIONS-ALTAIR SPECIAL SITUATIONS FUND LP K-1 | $18,708 | $18,708 | $0 |
| bank charges | $153 | $0 | $0 |
| PORTFOLIO DEDUCTIONS-LC ALTAIR PCOF K-1 | $184,226 | $184,226 | $0 |
| CONTRIBUTIONS - ALTAIR SPECIAL SITUATIONS FUND LP K-1 | $3 | $0 | $3 |
| PENALTIES | $22 | $0 | $0 |
| noN-DEDUCTIBLE EXPENSES - ALTAIR RIMROCK LLC K-1 | $139 | $0 | $139 |
| ADMINISTRATIVE EXPENSES - FOR HOLOCAUST PROJECT | $6,033 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 - LUMINOUS CAPITAL SPECIAL SITUATIONS FUND, LP | -$729 | -$729 | -$729 |
| LITIGATION SETTLEMENT INCOME | $127 | $127 | $127 |
| OTHER INCOME | $170 | $170 | $170 |
| K-1 - LUMINOUS CAPITAL SPECIAL SITUATIONS FUND, LP | -$1,167 | -$1,167 | -$1,167 |
| K-1 - LUMINOUS CAPITAL SPECIAL SITUATIONS FUND, LP | $20,239 | $20,239 | $20,239 |
| K-1 - LUMINOUS CAPITAL SPECIAL SITUATIONS FUND, LP | -$16 | -$16 | -$16 |
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 | $0 | BOYBookValueAmt |
| EOY Book Value | $34,971 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $7,138 | $7,138 | $0 |
| STATE INCOME TAX | $806 | $0 | $10 |
| FEDERAL TAXES-FYE 2016 | $101,500 | $0 | $0 |
| STATE INCOME TAX W/H FYE 2015 - FIDELITY SPECIAL SITUATIONS | $461 | $0 | $461 |
| fEDERAL TAXES-PY 2015 | $657 | $0 | $0 |
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