THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH (EIN 95-4155986)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201513169349101726
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T18:48:12-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 9454 WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902122907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954155986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 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 | JONA GOLDRICH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102805001 | PhoneNum |
| Signature | 2015-11-12 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $117,481,106 | 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 | $9,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36,695 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,695 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,834,564 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,834,564 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,117,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,591,183 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,117,132 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,712 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,712 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,012,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,012,103 | 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 | $1,132 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,132 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $38 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $38 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $155,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,901 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $526,427 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $525,935 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $298 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $682,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $530,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,516,246 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,516,246 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,198,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $530,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,517,686 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,813,184 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,481,229 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,639,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,568,150 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,568,150 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $70,538 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $109,196 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $70,538 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $70,538 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $4,529,997 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,706,250 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,770,113 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,569,415 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,637,396 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,931,313 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,783,508 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,300,625 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,415,870 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $60,789,697 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,951,945 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,725,122 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $95,421,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,234,904 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,481,106 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $95,421,720 | RetainedEarningBOYAmt |
| Retained Earning EOY | $108,234,904 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,421,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,234,904 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,421,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,234,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,421,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,813,184 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $108,234,904 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,234,904 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CREDIT SUISSE #216-570986 | P | $200,000 | $200,000 | $0 | $0 |
| CHARLES SCHWAB #3102-3209 | P | $706,959 | $709,569 | -$2,610 | -$2,610 |
| CHARLES SCHWAB #3102-3209 | P | $5,245,169 | $4,837,913 | $407,256 | $407,256 |
| FIDELITY #674-433403 | P | $549,732 | $556,628 | -$6,896 | -$6,896 |
| FIDELITY #674-433403 | P | $137,811 | $110,885 | $26,926 | $26,926 |
| FIDELITY #674-072516 | P | $9,819,137 | $9,784,464 | $34,673 | $34,673 |
| FIDELITY #674-072516 | P | $22,755,196 | $19,274,592 | $3,480,604 | $3,480,604 |
| LC SPECIAL SITUATIONS FUND 674-433403 | P | $10,979 | $10,979 | $10,979 | |
| LC SPECIAL SITUATIONS FUND 674-433403 | P | $16,721 | $16,721 | $16,721 | |
| LC SPECIAL SITUATIONS FUND 674-433403 | P | $3,042 | $3,042 | $3,042 | |
| CAPITAL GAINS DIVIDENDS | P | $146,437 | $146,437 | $146,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,117,132 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $491,028 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $96,947,611 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.005065 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,445,104 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $91,304,690 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048684 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,159,501 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $89,034,314 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046718 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,509,887 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $84,531,808 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041521 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,052,018 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $75,714,243 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040310 | DistributionYr5Rt |
| Total Distribution | 0.182298 | TotalDistributionRt |
| Average Distribution | 0.036460 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $107,482,888 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,918,826 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $84,812 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,003,638 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,517,686 | 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 | $84,812 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84,812 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84,812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $125,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $226,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $710 | EsPenaltyAmt |
| Overpayment | $140,478 | OverpaymentAmt |
| Applied To ES Tax | $140,478 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDRE CULLINS CO THE GOLDRICH GRO | 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 |
|---|---|---|---|---|---|---|---|---|
| JONA GOLDRICH | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ANDREA GOLDRICH CAYTON | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MELINDA GOLDRICH | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | TREASURER | 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 | 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 | $102,798,460 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,250,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $70,538 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $109,119,683 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $109,119,683 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,636,795 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $107,482,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,374,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,374,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84,812 | TotalTaxAmt |
| Distributable Before Adj | $5,289,332 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,289,332 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,289,332 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,517,686 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,517,686 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $84,812 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,432,874 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,289,332 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,515,677 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,517,686 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,515,677 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,009 | 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 | $5,287,323 | 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) |
|---|---|---|
| Contributing Manager | JONA GOLDRICH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 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 SDAHLIA ST SUITE 300 | DENVER | CO | 80246 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $624,000 | |
| ALZHEIMERS ASSOCIATION | ||||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| AMERICAN FRIENDS OF RABIN MEDICAL CENTER | ||||||||
| 636 BROADWAY SUITE 218 | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | ||||||||
| 39 BROADWAY 15TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $150,000 | |
| 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 | $5,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||||
| 9911 WEST PICO BLVD 1520 | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| AMERICAN FRIENDS OF YAHAD - IN UNUM | ||||||||
| 1180 AVENUE OF THE AMERICAS SUITE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | 815 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 6310 SAN VICENTE BLVDSUITE 275 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 823 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | |
| ASPEN FILM | ||||||||
| 110 EAST HALLAM STREET SUITE 102 | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $675 | |
| ASPEN JEWISH CONGREGATION | ||||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $18,000 | |
| ASPEN TREE PERMACUSSION | ||||||||
| PO BOX 8064 | ASPEN | CO | 81612 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| BEVERLY HILLS FIREFIGHTERS ASSOCIATION | ||||||||
| 427 N CANON DRIVE SUITE 108 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $350 | |
| BEVERLY HILLS POLICE OFFICERS ASSOCIATION | ||||||||
| 464 NORTH REXFORD DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $350 | |
| BRANDEIS UNIVERSITY | ||||||||
| PO BOX 5491 10 MS 126 | WALTHAM | MA | 024549110 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD ROOM 2416 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $32,500 | |
| CHILDREN UNITING NATIONS | ||||||||
| PO BOX 56235 | SHERMAN OAKS | CA | 91413 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| CHILDRENS HOSPITAL BOSTON | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| CROHNS & COLITIS FOUNDATION OF AMERICA (CCFA) | ||||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $300 | |
| CURTIS SCHOOL | ||||||||
| 15871 MULHOLLAND DRIVE | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $58,350 | |
| EIF REVLON RUN WALK | ||||||||
| 400 CONTINENTAL BLVD SUITE 275 | EL SEGUNDO | CA | 90245 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 | |
| FIRST STAR INC - UCLA BRUIN RESOURCE CENTER | ||||||||
| 220 WESTWOOD PLAZA SUITE B44 | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIESINC | ||||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | |
| FRIENDS OF THE ASPEN ANIMAL SHELTER | ||||||||
| 101 ANIMAL SHELTER ROAD | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,850 | |
| FRIENDS OF AUSCHWITZ-BIRKENAU FOUNDATION | ||||||||
| 380 RECTOR PL APT 12F | NEW YORK | NY | 10280 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,300,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 6505 WILSHIRE BLVD SUITE 625 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| 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 | $100,000 | |
| FRIENDSHIP CIRCLE OF LOS ANGELES | ||||||||
| 9581 W PICO BLVD 102 | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| GOLSHIM L' CHAIM | ||||||||
| 435 W MAIN STREET | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $7,500 | |
| HERITAGE RETREATS | ||||||||
| 557 FENLON BLVD | CLIFTON | NJ | 07014 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| HILLEL AT UCLA | ||||||||
| 574 HILGARD AVENUE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $7,000 | |
| ISRAEL AIR FORCE CENTER FOUNDATION | ||||||||
| PO BOX 0492 | WILLOW GROVE | PA | 190900492 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 | |
| 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 | |
| JENNIFER DIAMOND CANCER FOUNDATION | ||||||||
| 9410 OWENSMOUTH AVENUE | CHATSWORTH | CA | 91311 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| JEWISH AGENCY FOR ISRAEL (JAFI) | ||||||||
| 633 THIRD AVENUE32ND FLSUITE C | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| JEWISH COMMUNITY CENTER CHABAT OF ASPEN | ||||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $150,000 | |
| JEWISH COMMUNITY FOUNDATION | ||||||||
| 6505 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $31,360 | |
| JEWISH FAMILY SERVICE OF LOS ANGELES | ||||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 | |
| JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD SUITE 1000 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,000 | |
| JEWISH FEDERATION OF LOS ANGELES | ||||||||
| PO BOX 54269 TERMINAL ANNEX | LOS ANGELES | CA | 900540269 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $160,000 | |
| JEWISH FEDERATION REAL ESTATE & CONSTRUCTION DIVISION | ||||||||
| 6505 WILSHIRE BLVD SUITE 1000 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| JEWISH STUDENT UNION | ||||||||
| 9831 WEST PICO BLVD 101 | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| JEWISH WORLD WATCH | ||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| JOHN WAYNE CANCER INSTITUTE | ||||||||
| 2200 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,800 | |
| 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 | $2,400 | |
| LOS ANGELES MUSEUM OF THE HOLOCAUST | ||||||||
| 100 S THE GROVE DRIVE | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | |
| LOYOLA MARYMOUNT UNIVERSITY (LMU) | ||||||||
| 1 LMU DRIVE SUITE 2800 | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| MARINA DEL REY HISTORICAL SOCIETY | ||||||||
| 4030 DEL REY AVENUE | MARINA DEL REY | CA | 90292 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 | |
| MAURICE B SHWAYDER CAMP OF TEMPLE EMANUEL | ||||||||
| 51 GRAPE STREET | DENVER | CA | 80220 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $24,000 | |
| MEDIA CENTRAL | ||||||||
| 10024 SKOKIE BLVDSUITE 201 | SKOKIE | IL | 60077 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $12,500 | |
| MUSIC CENTER FOUNDERS | ||||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| NEW COMMUNITY JEWISH HIGH SCHOOL | ||||||||
| 7353 VALLEY CIRCLE BLVD | WEST HILLS | CA | 91304 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| NYAKA AIDS ORPHANS PROJECT | ||||||||
| 2970 E LAKE LANSING RD | EAST LANSING | MI | 48823 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| OLL CHILDREN'S CHOIR | ||||||||
| 10411 ARNWOOD ROAD | SYLMAR | CA | 91342 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $300 | |
| PARENTTEACHERS AND STUDENTS IN ACTION FOR BETTER SCHOOL | ||||||||
| 18017 CHATSWORTH STSUITE 337 | GRANADA HILLS | CA | 91344 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| PEDAL ON THE PIER HAROLD ROBINSON FOUNDATION | ||||||||
| 10008 NATIONAL BLVDSUITE 324 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $7,000 | |
| RAMAH OF THE ROCKIES | ||||||||
| 300 S DAHLIA STREETSUITE 205 | DENVER | CO | 80246 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $24,000 | |
| SAY YES TO EDUCATION INC | ||||||||
| 320 PARK AVENUE 21ST FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250,000 | |
| SINAI TEMPLE | ||||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| STEPHEN S WISE TEMPLE | ||||||||
| 15500 STEPHEN S WISE DR | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| TEL AVIV FOUNDATION | ||||||||
| 1201 BROADWAY SUITE 802 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $337,245 | |
| TEMPLE BETH HILLEL | ||||||||
| 12326 RIVERSIDE DRIVE | VALLEY VILLAGE | CA | 91607 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| TEMPLE OF THE ARTS | ||||||||
| 8440 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| THE ARCHER SCHOOL FOR GIRLS | ||||||||
| 11725 SUNSET BLVD | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $117,500 | |
| THE CHESTNUT FOUNDATION | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | NONE | PF | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| THE MAYTIV FOUNDATION | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | NONE | PF | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| THE JUNE FOUNDATION | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | NONE | PF | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| THE RIMON FOUNDATION | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | NONE | PF | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| THE UCLA FOUNDATION | ||||||||
| 1309 MURPHY HALL BOX 951413 | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| THEATRE ASPEN | ||||||||
| 110 EAST HALLAM STREET SUITE 103 | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $20,500 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| PO BOX 70259 | PHILADELPHIA | PA | 191769885 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $7,500 | |
| UNITED JEWISH APPEAL - ASPEN VALLEY CAMPAIGN | ||||||||
| PO BOX 8590 | ASPEN | CO | 81612 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $28,566 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACESW | WASHINGTON | DC | 200242126 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | |
| VISTA DEL MAR | ||||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,250 | |
| 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 | $50,000 | |
| YAD EZRA VESHULAMIT | ||||||||
| 3470 WILSHIRE BLVDSUITE 1020 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| YAD VASHEM | ||||||||
| 500 5TH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $103,000 | |
| 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 | $4,516,246 | 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 | $36,695 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,834,564 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,712 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,117,132 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,012,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,012,103 | 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 Person | JONA AND DORETTA GOLDRICH | ContributorPersonNm |
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 | $9,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT IN CORPORATE BONDS | BondNm |
| EOY Book Value | $7,300,625 | EOYBookValueAmt |
| EOYFMV | $7,415,870 | 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 | $11,637,396 | EOYBookValueAmt |
| EOYFMV | $15,931,313 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,222,280 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,213,117 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,483,970 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,556,996 | 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 | $41,167,557 | $43,503,450 |
| INVESTMENT IN ALTERNATIVE INVESTMENTS | AT COST | $34,784,388 | $37,221,672 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,132 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,132 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $170,327 | $170,327 | $0 |
| FILING FEES | $225 | $0 | $225 |
| PORTFOLIO DEDUCTIONS-ALTAIR RIMROCK LP K-1 | $172,473 | $172,473 | $0 |
| NON-DEDUCTIBLE EXPENSES - ALTAIR SPECIAL SITUATIONS FUND LP K-1 | $67 | $0 | $67 |
| PORTFOLIO DEDUCTIONS-ALTAIR SPECIAL SITUATIONS FUND LP K-1 | $31,630 | $31,630 | $0 |
| SHIPPING & HANDLING | $4 | $0 | $0 |
| BANK CHARGES | $190 | $0 | $0 |
| PORTFOLIO DEDUCTIONS-LC ALTAIR PCOF K-1 | $151,505 | $151,505 | $0 |
| CONTRIBUTIONS - ALTAIR SPECIAL SITUATIONS FUND LP K-1 | $6 | $0 | $6 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 - LUMINOUS CAPITAL SPECIAL SITUATIONS FUND, LP | -$1,203 | -$1,203 | -$1,203 |
| CSUISSE 216-570986-OTHER INCOME | $6 | $6 | $6 |
| LITIGATION SETTLEMENT INCOME | $508 | $508 | $508 |
| OTHER INCOME | $4,231 | $4,231 | $4,231 |
| K-1 - LUMINOUS CAPITAL SPECIAL SITUATIONS FUND, LP | $86 | $86 | $86 |
| K-1 - LUMINOUS CAPITAL SPECIAL SITUATIONS FUND, LP | $19,770 | $19,770 | $19,770 |
| K-1 - LUMINOUS CAPITAL SPECIAL SITUATIONS FUND, LP | $314 | $314 | $314 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $4,901 | $4,901 | $0 |
| STATE INCOME TAX | $10 | $0 | $10 |
| FEDERAL TAXES-FYE 2013 | $49,165 | $0 | $0 |
| FEDERAL TAXES-FYE 2014 | $101,000 | $0 | $0 |
Comments