LOUIS AND HAROLD PRICE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS AND HAROLD PRICE FOUNDATION INC (EIN 38-4160848)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349108506
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2025-11-17T18:24:06-06:00 | 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 | 1835 MARKET STREET SUITE 1710 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032945 | 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 | 384160848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUIS AND HAROLD PRICE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 8184458422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 CHERRY CREEK SO DR Suite 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802093247 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE VITTI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8184458422 | 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 | 2155462140 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $124,132,372 | 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 | $224,369 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $224,369 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $944,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $944,772 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,412,932 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,597 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $763,770 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $713,059 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $519,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,882,297 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $109,058 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,656 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $98,152 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $251,059 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $188,329 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $62,730 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,428 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,576 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,826 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $403,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $238,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $162,632 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,530,265 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,530,265 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,933,386 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $238,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,692,897 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,413,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,643,486 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $5,775 | CashEOYAmt |
| Cash EOYFMV | $5,775 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,607,721 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,607,721 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,354,589 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,384,914 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,018,937 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $106,856,313 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,635,552 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,659,193 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $401,897 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,605,106 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $13,350 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,350 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,037,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $124,132,372 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning EOY | $70,037,821 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,037,821 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,037,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,413,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $72,451,427 | OtherIncreasesAmt |
| Subtotal | $70,038,020 | SubtotalAmt |
| Other Decreases | $199 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,037,821 | TotNetAstOrFundBalancesEOYAmt |
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 | 2024-12-31 | SoldDt |
| Gross Sales Price | $5,597 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,500 | CostOrOtherBasisAmt |
| Gain Or Loss | $97 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $97 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,844 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,844 | SubtotalAmt |
| Tax Based On Investment Income | $22,844 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $22,844 | TaxDueAmt |
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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8184458422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 CHERRY CREEK SO DR 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802093247 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | ||||||||
| 3200 CHERRY CREEK SO DR STE 600 | DENVER | CO | 80209 | TRUSTEE | 0.15 | $0 | $0 | $0 |
| BONNIE VITTI | ||||||||
| 3200 CHERRY CREEK SO DR STE 600 | DENVER | CO | 80209 | PRESIDENT/TRUSTEE | 8.0 | $0 | $0 | $0 |
| GEORGE ASCH | ||||||||
| 3200 CHERRY CREEK SO DR STE 600 | DENVER | CO | 80209 | 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 | $250,109 | 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 | $57,998,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,625,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,605,106 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,229,315 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,229,315 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $918,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,310,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,015,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,015,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,844 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,220 | IncomeTaxAmt |
| Total Tax | $24,064 | TotalTaxAmt |
| Distributable Before Adj | $2,991,480 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,654,053 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,645,533 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,645,533 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,692,897 | 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 | $2,692,897 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,645,533 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,457,514 | 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 | $2,692,897 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,457,514 | AppliedToYear1Amt |
| Applied To Current Year | $235,383 | 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 |
| Undistributed Income CY | $5,410,150 | 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 (55 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Access Afterschool | ||||||||||||
| PO Box 819 Carbondale | Carbondale | CO | 81623 | N/A | PC | General Operating Support | $20,000 | |||||
| American Jewish World Service | ||||||||||||
| 45 West 36th Street 11 | New York | NY | 100187904 | N/A | PC | General Operating Support | $10,000 | |||||
| Bessie's Hope | ||||||||||||
| PO Box 12675 | Denver | CO | 80212 | N/A | PC | General Operating Support | $5,000 | |||||
| Bridging Bionics Foundation | ||||||||||||
| 455 Gold Rivers Court | Basalt | CO | 81621 | N/A | PC | Multi-year | $10,000 | |||||
| Carnegie Hall Society Inc | ||||||||||||
| 881 Seventh Avenue | New York | NY | 10019 | N/A | PC | General operating support - Donor Asch | $5,000 | |||||
| Center for Reproductive Rights | ||||||||||||
| 199 Water Street 22nd Floor | New York | NY | 10038 | N/A | PC | Gift to Center for Reproductive Rights | $50,000 | |||||
| Center Theatre Group | ||||||||||||
| 601 West Temple Street | Los Angeles | CA | 90012 | N/A | PC | Gift to Center Theatre Group | $100,000 | |||||
| Columbia University | ||||||||||||
| 615 West 131st Street MC841 | New York | NY | 10027 | N/A | PC | General operating support - TTEE Asch Grant 2024 | $5,000 | |||||
| Cystic Fibrosis Canada | ||||||||||||
| N/A | PC | 2024 Grant from The Louis and Harold Price | $10,000 | 20 Eglinton Ave West Suite 1305 | Toronto | Ontario | CA | M4R 1K8 | ||||
| de Toledo High School | ||||||||||||
| 22622 Vanowen Street | Los Angeles | CA | 91307 | N/A | PC | Tuition Assistance | $37,000 | |||||
| Dogwood Alliance | ||||||||||||
| PO Box 7645 | Asheville | NC | 28802 | N/A | PC | Crisis support - unrestricted | $10,000 | |||||
| Ethical Culture Fieldston School | ||||||||||||
| 33 Central Park West | New York | NY | 10023 | N/A | PC | Annual Fund | $5,000 | |||||
| Feeding America | ||||||||||||
| 161 North Clark Street Suite 700 | Chicago | IL | 60601 | N/A | PC | Gift to Feeding America | $100,000 | |||||
| Fresh Start Surgical Gifts | ||||||||||||
| 2011 Palomar Airport Rd Ste 206 | Carlsbad | CA | 92011 | N/A | PC | General Operating Support | $15,000 | |||||
| Harvard-Westlake School | ||||||||||||
| 3700 Coldwater Canyon Rd | Studio City | CA | 91604 | N/A | PC | Gift to Harvard-Westlake School | $50,000 | |||||
| Independence Pass Foundation | ||||||||||||
| 312 AABC Suite F | Aspen | CO | 81611 | N/A | PC | General Operating Support | $6,000 | |||||
| Jewish Big Brothers Big Sisters of LA | ||||||||||||
| 11150 West Olympic Boulevard Suite | Los Angeles | CA | 90064 | N/A | PC | General Support | $5,000 | |||||
| Jewish Federation Council of Greater LA | ||||||||||||
| 6505 Wilshire Boulevard Suite 1100 | Los Angeles | CA | 90048 | N/A | PC | Gift to Jewish Federation Council of Greater Los - | $100,000 | |||||
| Laradon | ||||||||||||
| 5100 Lincoln Street | Denver | CO | 80216 | N/A | PC | Employment Program | $10,000 | |||||
| Lenox Hill Hospital | ||||||||||||
| 100 East 77th Street | New York | NY | 10075 | N/A | PC | Northwell Health Foundation TTEE Asch Grant 2024 | $10,000 | |||||
| Leo Baeck Temple | ||||||||||||
| 1300 North Sepulveda Boulevard | Los Angeles | CA | 90049 | N/A | PC | Memorial H Price and Gift to Leo Baeck Temple | $101,000 | |||||
| Lincoln Center For The Performing Arts | ||||||||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General operating support TTEE Asch Grant 2024 | $5,000 | |||||
| Los Angeles County Museum of Art | ||||||||||||
| 5905 Wilshire Boulevard | Los Angeles | CA | 90036 | N/A | PC | General Support | $5,000 | |||||
| MANNA FoodBank Inc | ||||||||||||
| 627 Swannanoa River Rd | Asheville | NC | 28805 | N/A | PC | General Support | $100,000 | |||||
| Mountain Rescue-Aspen Inc | ||||||||||||
| 37925 Highway 82 | Aspen | CO | 81611 | N/A | PC | General Operating Support | $1,000 | |||||
| Museum of Tolerance | ||||||||||||
| 1399 South Roxbury Drive | Los Angeles | CA | 90035 | N/A | PC | General Operating Support | $10,000 | |||||
| New York Historical Society | ||||||||||||
| 170 Central Park West | New York | NY | 10024 | N/A | PC | General operating support TTEE Asch Grant 2024 | $10,000 | |||||
| New York Presbyterian Weill Cornell Med | ||||||||||||
| 525 East 68th Street | New York | NY | 10065 | N/A | PC | General operating support TTEE Asch Grant 2024 | $10,000 | |||||
| Oakwood School | ||||||||||||
| 11600 Magnolia Boulevard | Los Angeles | CA | 91601 | N/A | PC | Gift to The Oakwood School | $500,000 | |||||
| Planned Parenthood Los Angeles | ||||||||||||
| 400 West 30th Street | Los Angeles | CA | 90007 | N/A | PC | General Operating Support | $30,000 | |||||
| Planned Parenthood of New York City | ||||||||||||
| 26 Bleecker Street | New York | NY | 10012 | N/A | PC | General Operating Support | $30,000 | |||||
| Planned Parenthood of the Rocky Mountains | ||||||||||||
| 7155 East 38th Avenue | Denver | CO | 80207 | N/A | PC | General Operating Support - Glenwood Springs Healt | $55,000 | |||||
| Regents of the University of Colorado | ||||||||||||
| 1800 North Grant Street Suite 600 | Denver | CO | 802031148 | N/A | PC | Gift to The Regents of the University of Colorado | $100,000 | |||||
| RESPONSE Help For Battered Women | ||||||||||||
| 405 Castle Creek Road Suite 203 | Aspen | CO | 81612 | N/A | PC | General Support | $10,000 | |||||
| Rocky Mountain PBS - KRMA Channel 6 | ||||||||||||
| 2101 Arapahoe St | Denver | CO | 80205 | N/A | PC | General Support | $5,000 | |||||
| Saban Community Clinic | ||||||||||||
| 8405 Beverly Boulevard | Los Angeles | CA | 90048 | N/A | PC | General Operating Support | $20,000 | |||||
| SafeHouse Denver | ||||||||||||
| 1649 North Downing Street | Denver | CO | 80218 | N/A | PC | General Support | $15,000 | |||||
| Sea Shepherd Australia Limited | ||||||||||||
| N/A | PC | July 2024 - Grants for general operating | $50,000 | 2 Ann St PO Box 1215 | Williamstown | Victoria | AS | 3016 | ||||
| Solomon R Guggenheim Foundation | ||||||||||||
| 1071 Fifth Avenue | New York | NY | 10128 | N/A | PC | General operating support TTEE Asch Grant 2024 | $5,000 | |||||
| Southern Poverty Law Center Inc | ||||||||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | N/A | PC | Tolerance programs/monitor hate programs | $40,000 | |||||
| Swipe Out Hunger | ||||||||||||
| 3751 Motor Ave PO 34425 | Los Angeles | CA | 90034 | N/A | PC | General Operating Support | $5,000 | |||||
| Teach For America - Los Angeles | ||||||||||||
| 606 S Olive Street Suite 300 | Los Angeles | CA | 90014 | N/A | PC | Education Programs | $20,000 | |||||
| Temple Beth Hillel | ||||||||||||
| 12326 Riverside Drive | Valley Village | CA | 916073608 | N/A | PC | Gift to Temple Beth Hillel | $50,000 | |||||
| The Buddy Program Inc | ||||||||||||
| 110 East Hallam Suite 101 | Aspen | CO | 81611 | N/A | PC | Gift to Buddy Program | $50,000 | |||||
| The Music Center of Los Angeles County | ||||||||||||
| 135 North Grande Avenue | Los Angeles | CA | 90012 | N/A | PC | 2025 Gala | $10,000 | |||||
| The Salvation Army | ||||||||||||
| 16941 Keegan Ave | Carson | CA | 90746 | N/A | PC | Siemon Center | $10,000 | |||||
| UCI Foundation | ||||||||||||
| 5141 California Avenue | Irvine | CA | 92617 | N/A | PC | School of Social Science - Donor Hagan | $10,000 | |||||
| UCLA - Anderson School | ||||||||||||
| 110 Westwood Plaza Suite C305 | Los Angeles | CA | 900951481 | N/A | PC | Anderson #90719Q & Price #50681C - Donor Hagan | $30,000 | |||||
| UCLA Foundation Price Ctr for Entrep & In | ||||||||||||
| 10889 Wilshire Boulevard Suite 1000 | Los Angeles | CA | 90024 | N/A | PC | Fund # 50681C /donor Osborne | $10,000 | |||||
| UCLA Foundation | ||||||||||||
| 10889 Wilshire Boulevard Suite 1000 | Los Angeles | CA | 90024 | N/A | PC | Fund # 50681C /donor Osborne | $600,265 | |||||
| United States Holocaust Memorial Museum | ||||||||||||
| 100 Raoul Wallenberg Place Southwes | Washington | DC | 20024 | N/A | PC | General Operating Support | $5,000 | |||||
| University of ColoradoGuardian Scholars | ||||||||||||
| 1800 Grant Street Suite 725 | Denver | CO | 80301 | N/A | PC | Guardian Scholars | $20,000 | |||||
| Visiting Nurse Assoc & Hospice of SC | ||||||||||||
| 2151 East Convention Center Way Sui | Ontario | CA | 91764 | N/A | PC | General Support | $10,000 | |||||
| Women Founders Network | ||||||||||||
| 741 Iliff Street | Pacific Palisades | CA | 90272 | N/A | PC | Female Entrepreneurship - Donor Hagan | $10,000 | |||||
| Workshop in Business Opportunities | ||||||||||||
| 4292 Hicksville Road | Bethpage | NY | 11714 | N/A | PC | General support | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,530,265 | 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 | $224,369 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $944,772 | 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 | -$1,412,932 | 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 (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| K-1 PASS-THROUGH INCOME | 18 | $710,757 | ||
| K-1 PASS-THROUGH INCOME (UBI) | 900099 | $7,566 | ||
| OTHER INCOME - PFIC (FROM K-1) | 18 | $2,302 | ||
| MARKET AND ORIGINAL ISSUE DISCOUNTS | $43,145 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,566 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $512,413 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $519,979 | 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
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (38 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR LEASE CORP | $99,082 | $102,783 |
| AMERICAN HONDA FINANCE | $25,995 | $26,857 |
| ANHEUSER-BUSCH INBEV WOR | $98,600 | $98,044 |
| BANK OF AMERICA CORP | $100,183 | $100,310 |
| BHP BILLITON FIN USA LTD | $94,491 | $97,415 |
| BP CAP MARKETS AMERICA | $88,727 | $87,515 |
| CAPITAL ONE FINANCIAL CO | $101,897 | $108,147 |
| CHARLES SCHWAB CORP | $110,343 | $101,419 |
| CHENIERE CORP CHRISTI HD | $103,311 | $105,665 |
| CITIGROUP INC | $115,548 | $113,178 |
| COREBRIDGE FINANCIAL INC | $102,490 | $106,602 |
| ELEVANCE HEALTH INC | $106,116 | $105,254 |
| ENBRIDGE INC | $97,790 | $99,820 |
| ENERGY TRANSFER PARTNERS | $103,730 | $97,051 |
| FISERV INC | $104,093 | $108,017 |
| GENERAL MOTORS FINL CO | $104,952 | $108,854 |
| HCA INC | $97,527 | $102,191 |
| HOME DEPOT INC | $104,407 | $105,275 |
| HP ENTERPRISE CO | $97,502 | $95,979 |
| JPMORGAN CHASE & CO | $51,264 | $46,402 |
| JPMORGAN CHASE & CO | $51,039 | $50,589 |
| L3HARRIS TECH INC | $101,000 | $101,575 |
| LABORATORY CORP OF AMER | $102,887 | $110,106 |
| MARRIOTT INTERNATIONAL | $113,926 | $115,639 |
| MORGAN STANLEY | $96,742 | $98,010 |
| PACIFIC GAS & ELECTRIC | $106,029 | $107,446 |
| PAYPAL HOLDINGS INC | $95,726 | $87,486 |
| PFIZER INVESTMENT ENTER | $104,874 | $104,626 |
| PNC FINANCIAL SERVICES | $100,000 | $102,065 |
| PUBLIC SERVICE ENTERPRIS | $100,082 | $104,388 |
| PUBLIC STORAGE | $110,004 | $100,666 |
| SDART | $92,758 | $94,699 |
| SHERWIN-WILLIAMS CO | $72,249 | $71,472 |
| SOUTHERN CAL EDISON | $101,160 | $104,823 |
| SOUTHWEST AIRLINES CO | $97,550 | $98,734 |
| SUMITOMO MITSUI FINL GRP | $108,640 | $114,869 |
| TOYOTA MOTOR CREDIT CORP | $75,754 | $76,314 |
| TRUIST FINANCIAL CORP | $97,084 | $98,908 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P SMCAP 600 INDEX | $3,270,630 | $5,000,202 |
| ISHARES TR S&P MIDCAP 400 | $5,163,722 | $8,844,281 |
| ISHARES TR S&P 500 INDEX | $44,587,582 | $91,245,400 |
| VANGUARD RUSSELL 1000 GROW | $997,003 | $1,766,430 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,354,589 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,384,914 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LEGACY VENTURE VI (QP), LLC | CategoryOrItemTxt |
| Book Value | $401,897 | BookValueAmt |
| EOYFMV | $1,605,106 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $109,058 | LegalFeesAmt |
| Net Investment Income | $10,656 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $98,152 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| EOY Book Value | $13,350 | EOYBookValueAmt |
| EOYFMV | $13,350 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $199 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| K-1 EXPENSES | $39,826 | $39,826 | $0 | $0 |
| ADMINISTRATIVE EXPENSE | $1,750 | $0 | $0 | $1,750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 PASS-THROUGH INCOME | $710,757 | $710,757 | $0 |
| K-1 PASS-THROUGH INCOME (UBI) | $7,566 | $0 | $0 |
| OTHER INCOME - PFIC (FROM K-1) | $2,302 | $2,302 | $0 |
| Market and original issue Discounts | $43,145 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON DONATED SECURITIES | $1,048,693 |
| NET ASSETS TRANSFERRED (EIN:13-6121358) | $71,402,734 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $179,660 | $179,660 | $0 | $0 |
| MANAGEMENT FEES | $68,750 | $6,875 | $0 | $61,875 |
| CUSTODY SERVICE FEES | $1,699 | $1,699 | $0 | $0 |
| ADMINISTRATIVE SUPPORT | $950 | $95 | $0 | $855 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $1,428 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |