Richard And Rhoda Goldman Fund in San Francisco, California (CA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in California
| Richard And Rhoda Goldman Fund | |
| Employer Identification Number (EIN) | 946064502 |
| Name of Organization | Richard And Rhoda Goldman Fund |
| In Care of Name | Richard Goldman |
| Address | 160 Pacific Ave Ste 200, San Francisco, CA 94111-1976 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1953 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $50,000,000 to greater |
| Income | $50,000,000 to greater |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $242,346,275 |
| Amount of Income | $217,001,656 |
| Form 990 Revenue Amount | $12,089,753 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $12,089,753 | $13,313,888 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1,151 | |||
| Dividends and interest from securities | $5,284,972 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-214,524 | |||
| Other | $7,018,154 | |||
| Total expenses and disbursements | $22,188,117 | $1,208,785 | $0 | $17,150,349 |
| Compensation of officers, directors, trustees, etc. | $446,360 | |||
| Total operating and administrative expenses | $6,299,760 | $1,208,785 | $2,402,810 | |
| Contributions, gifts, grants paid | $15,888,357 | |||
| Excess of revenue over expenses and disbursements | $-10,098,364 | |||
| Net investment income | $12,105,103 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $259,937,018 | $259,937,018 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $28,032,344 | |
| Investments-corporate stock | $194,238,782 | |
| Investments-corporate bonds | $29,465,940 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $8,199,952 | |
| Total liabilities | $20,229,783 | |
| Mortgages and other notes payable | $0 | |
| Other | $20,229,783 | |
| Total liabilities and net assets/fund balances | $239,707,235 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $7,018,154 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $242,102 |
| Total credits and payments | $230,466 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $230,466 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $11,636 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $271,482,215 |
| Net value of noncharitable-use assets | $267,409,980 |
| Minimum investment return | $13,370,499 |
| Distributable Amount (for 2011) | |
| Distributable amount | $13,128,397 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $13,128,397 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Richard A Rouilard Foundation | 1401 N Doheny Dr, Los Angeles, CA 90069-1101 | CA | 1999-01 | $11,123 |
| 2 | Richard And Ann Jaffe Foundation | 550 W C St Ste 1700, San Diego, CA 92101-3568 | CA | 1994-02 | $252,291 |
| 3 | Richard And Ellen Sandler Family Foundation | 1250 4th St-3rd Floor, Santa Monica, CA 90401-1366 | CA | 2000-05 | $2,469,029 |
| 4 | Richard And Emily Levin Foundation | 718 University Ave Ste 215, Los Gatos, CA 95032-7608 | CA | 1990-11 | $503,781 |
| 5 | Richard And Janet Cotter Foundation | PO BOX 320, Orinda, CA 94563-0320 | CA | 2001-01 | $47,212 |
| 6 | Richard And Jean Coyne Family Foundation | 110 Constitution Dr, Menlo Park, CA 94025-1107 | CA | 1990-11 | $817,512 |
| 7 | Richard And Jocelyn Vortmannfoundation | 7715 Hidden Valley Ct, La Jolla, CA 92037-4018 | CA | 2007-05 | $103,498 |
| 8 | Richard And Judith Voltmer Foundation | 7 Inverness Ln, Newport Beach, CA 92660-5110 | CA | 2008-04 | $4,269 |
| 9 | Richard And Kathleen Zacky Familyfoundation | El Paseo Bldg 38, Santa Barbara, CA 93101 | CA | 2007-10 | $193,893 |
| 10 | Richard And Lisa Kendall Foundation | 10100 Santa Monica Blvd Ste 1725, Los Angeles, CA 90067-4013 | CA | 1999-07 | $10,280 |
| 11 | Richard And Rhoda Goldman Fund | 160 Pacific Ave Ste 200, San Francisco, CA 94111-1976 | CA | 1953-01 | $217,001,656 |
| 12 | Richard And Ruth Lavine Family Foundation | 11075 Santa Monica Blvd Ste 150, Los Angeles, CA 90025-7541 | CA | 1991-08 | $771,882 |
| 13 | Richard C And Melanie Lundquist Family Foundation | 2041 Rosecrans Ave Ste 200, El Segundo, CA 90245-4792 | CA | 2001-08 | $15,000 |
| 14 | Richard C Seaver Charitable Tr 112493, Harpole Myron E Ttee | 140 S Lake Ave Ste 274, Pasadena, CA 91101-4734 | CA | 1995-05 | $13 |
| 15 | Richard C Seaver Charitable Trust 12-28-78 | 12400 Wilshire Blvd Ste 1240, Los Angeles, CA 90025-1058 | CA | 2007-06 | $16,061,761 |
| 16 | Richard C Storkan Foundation | 8770 Highway 25, Hollister, CA 95023 | CA | 1989-09 | $46,556 |
| 17 | Richard Chartrand Eye Research Foundation | 1661 Pine St Apt 445, San Francisco, CA 94109-0417 | CA | 1987-12 | $8,653 |
| 18 | Richard Dean Lewis Foundation | 24430 Hawthorne Blvd Ste 101, Torrance, CA 90505-6557 | CA | 2003-10 | $600 |
| 19 | Richard Dunn Family Foundation, Dunn Richard C Et Al Ttee | 1200 Wilshire Blvd, Los Angeles, CA 90017-1908 | CA | 2002-03 | $894,330 |
| 20 | Richard E Haynes Elementary Parent Teacher Organizatior | 715 W Francis St, Ontario, CA 91762-6311 | CA | 2001-10 | $56,799 |
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