Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
GOLDHIRSH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO CAPTRUST ONE LIBERTY SQ 13TH F
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

27-2824140
B Telephone number (see instructions)

(323) 556-5879
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$73,369,207
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 702 702  
4 Dividends and interest from securities... 888,598 888,576  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,070,331
b Gross sales price for all assets on line 6a 50,123,979
7 Capital gain net income (from Part IV, line 2)... 12,067,865
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 24,507 2,661  
12 Total. Add lines 1 through 11........ 12,984,138 12,959,804  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 303,535 0   303,535
14 Other employee salaries and wages...... 212,872 0   212,872
15 Pension plans, employee benefits....... 35,370 0   35,370
16a Legal fees (attach schedule)......... 6,858 0   0
b Accounting fees (attach schedule)....... 8,030 4,015   4,015
c Other professional fees (attach schedule).... 469,060 305,415   138,122
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 259,047 25,001   33,881
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 70 35   35
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 217,939 166,271   39,136
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,512,781 500,737   766,966
25 Contributions, gifts, grants paid....... 2,233,500 2,233,500
26 Total expenses and disbursements. Add lines 24 and 25 3,746,281 500,737   3,000,466
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,237,857
b Net investment income (if negative, enter -0-) 12,459,067
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 0    
2 Savings and temporary cash investments......... 1,301,299 2,815,375 2,815,375
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment50,993,419 Click to see attachment59,157,200 Click to see attachment70,553,832
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 52,294,718 61,972,575 73,369,207
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 52,294,718 61,972,575
29 Total net assets or fund balances (see instructions)..... 52,294,718 61,972,575
30 Total liabilities and net assets/fund balances (see instructions). 52,294,718 61,972,575
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
52,294,718
2
Enter amount from Part I, line 27a .....................
2
9,237,857
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
440,000
4
Add lines 1, 2, and 3 ..........................
4
61,972,575
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
61,972,575
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a LONDON CO OF VA P 2021-01-01 2021-12-31
b LONDON CO OF VA P 2010-01-01 2021-12-31
c DIAMOND HILL P 2021-01-01 2021-12-31
d DIAMOND HILL P 2010-01-01 2021-12-31
e FUNDING ACCT -9827 P 2021-01-01 2021-12-31
FUNDING ACCT -9827 P 2010-01-01 2021-12-31
FIERA P 2021-01-01 2021-12-31
FIERA P 2010-01-01 2021-12-31
HS MANAGEMENT P 2021-01-01 2021-12-31
HS MANAGEMENT P 2010-01-01 2021-12-31
VAUGHN NELSON P 2021-01-01 2021-12-31
VAUGHN NELSON P 2010-01-01 2021-12-31
AXIOM INTL SMALL/MICRO CAP P 2010-01-01 2021-12-31
AXIOM INTL SMALL/MICRO CAP P 2021-01-01 2021-12-31
AMPLIFY LA CAPITAL IV P 2010-01-01 2021-12-31
BEDROCK CAPITAL P 2010-01-01 2021-12-31
COLLABORATIVE I P 2021-01-01 2021-12-31
COLLABORATIVE I P 2010-01-01 2021-12-31
COLLABORATIVE II P 2010-01-01 2021-12-31
COLLABORATIVE III P 2010-01-01 2021-12-31
CORE INNOVATION CAPITAL II P 2021-01-01 2021-12-31
CORE INNOVATION CAPITAL II P 2010-01-01 2021-12-31
CRESCENT CAPITAL HIGH INCOME P 2021-01-01 2021-12-31
CRESCENT CAPITAL HIGH INCOME P 2010-01-01 2021-12-31
ELECTRIC CAPITAL VENTURE P 2021-01-01 2021-12-31
ELECTRIC CAPITAL VENTURE P 2010-01-01 2021-12-31
NEW MOUNTAIN PARTNER P 2010-01-01 2021-12-31
OBVIOUS VENTURES P 2010-01-01 2021-12-31
PARK STREET PRIVATE EQUITY P 2010-01-01 2021-12-31
RC MORGAN CREEK I P 2021-01-01 2021-12-31
RC MORGAN CREEK I P 2010-01-01 2021-12-31
RC MC II 2007 P 2010-01-01 2021-12-31
RC MC III 2008 P 2021-01-01 2021-12-31
RC MC III 2008 P 2010-01-01 2021-12-31
REDMILE BIOPHARMA INVESTMENTS II P 2021-01-01 2021-12-31
REDMILE BIOPHARMA INVESTMENTS II P 2010-01-01 2021-12-31
SEC 1231 FROM PARTNERSNIPS P 2010-01-01 2021-12-31
AXIOM REDEMPTION P 2010-01-01 2021-10-18
MIURA GLOBAL REDEMPTION P 2010-01-01 2021-11-12
THIRD POINT REDEMPTION P 2010-01-01 2021-11-01
ABERDEEN/FLAG LIQUIDATION P 2010-01-01 2021-12-31
BRIGHTON PARK CAPITAL P 2021-01-01 2021-12-31
BRIGHTON PARK CAPITAL P 2010-01-01 2021-12-31
CENTRAL PARK GROUP P 2021-01-10 2021-12-31
CENTRAL PARK GROUP P 2010-01-10 2021-12-31
COLLABORATIVE IV P 2010-01-01 2021-12-31
RC MC II 2007 P 2021-01-01 2021-12-31
BLAIR FINANCIAL HLDGS P 2010-01-01 2021-04-14
CRESCENT CAPITAL HIGH INCOME P 2010-01-01 2021-12-31
PARK ST DIST IN EXCESS OF BASIS P 2010-01-01 2021-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 320,144   232,035 88,109
b 1,818,183   1,337,138 481,045
c 610,223   441,422 168,801
d 1,515,972   1,096,737 419,235
e 3,951,129   3,765,654 185,475
22,519,847   19,486,189 3,033,658
1,323,544   973,696 349,848
1,508,702   975,501 533,201
2,259,188   1,908,082 351,106
654,731   425,360 229,371
1,164,044   855,036 309,008
1,428,297   1,126,132 302,165
252,075     252,075
64,661     64,661
    959 -959
    1,020 -1,020
39     39
2,626,163     2,626,163
    17,063 -17,063
283,367     283,367
3,867     3,867
3,263     3,263
20,587     20,587
20,912     20,912
3,573     3,573
12,669     12,669
63,301     63,301
31,700     31,700
    4,085 -4,085
    130 -130
46,645     46,645
68,242     68,242
3,795     3,795
    4,941 -4,941
2,409     2,409
10,754     10,754
    4 -4
1,823,097   1,832,990 -9,893
1,658,037   1,065,000 593,037
2,305,310   1,500,000 805,310
2,766     2,766
10,452     10,452
4,332     4,332
41     41
421     421
    464 -464
105     105
11,747   125,000 -113,253
1,036,901   878,995 157,906
20,065     20,065
656,198     656,198
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       88,109
b       481,045
c       168,801
d       419,235
e       185,475
      3,033,658
      349,848
      533,201
      351,106
      229,371
      309,008
      302,165
      252,075
      64,661
      -959
      -1,020
      39
      2,626,163
      -17,063
      283,367
      3,867
      3,263
      20,587
      20,912
      3,573
      12,669
      63,301
      31,700
      -4,085
      -130
      46,645
      68,242
      3,795
      -4,941
      2,409
      10,754
      -4
      -9,893
      593,037
      805,310
      2,766
      10,452
      4,332
      41
      421
      -464
      105
      -113,253
      157,906
      20,065
      656,198
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 12,067,865
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 173,181
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 173,181
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 192,455
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 75,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 267,455
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 94,274
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet94,274 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.GOLDHIRSHFOUNDATION.ORG
    14
    The books are in care ofbulletCAPTRUST Telephone no.bullet (617) 488-2700

    Located atbulletONE LIBERTY SQUAREBOSTONMA ZIP+4bullet02109
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BENJAMIN A GOLDHIRSH PRESIDENT
    0.00
    0 0 0
    C/O SECOND HOME HOLLYWOOD 1370 N ST
    ANDREWS PLACE
    LOS ANGELES,CA90028
    CLAIRE DENISE HOFFMAN DIRECTOR
    0.00
    0 0 0
    C/O SECOND HOME HOLLYWOOD 1370 N ST
    ANDREWS PLACE
    LOS ANGELES,CA90028
    TARA ROTH TREASURER
    40.00
    303,535 30,281 0
    C/O SECOND HOME HOLLYWOOD 1370 N ST
    ANDREWS PLACE
    LOS ANGELES,CA90028
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    EVOKE ADVISORS INVESTMENT ADVISORY 205,437
    10635 SANTA MONICA BLVD
    LOS ANGELES,CA90025
    CAPTRUST TAX AND ADMINISTRATION 118,478
    ONE LIBERTY SQUARE 13TH FL
    BOSTON,MA02109
    CANTERBURY CONSULTING INVESTMENT ADVISORY 52,130
    660 NEWPORT CENTER DRIVE
    NEWPORT BEACH,CA92660
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    67,217,303
    b
    Average of monthly cash balances.......................
    1b
    1,855,901
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    69,073,204
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    69,073,204
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,036,098
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    68,037,106
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,401,855
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    3,401,855
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    173,181
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    1,258
    c
    Add lines 2a and 2b............................
    2c
    174,439
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,227,416
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,227,416
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    3,227,416
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,227,416
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,161,332
    b From 2017...... 524,989
    c From 2018...... 713,957
    d From 2019...... 903,825
    e From 2020...... 268,744
    f Total of lines 3a through e ........ 3,572,847
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,000,466
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 3,000,466
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 226,950 226,950
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,345,897
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    934,382
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    2,411,515
    10 Analysis of line 9:
    a Excess from 2017.... 524,989
    b Excess from 2018.... 713,957
    c Excess from 2019.... 903,825
    d Excess from 2020.... 268,744
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACTIVATE GLOBAL
    2600 TENTH STREET SUITE 300
    BERKELEY,CA94710
    NONE PUBLIC UNRESTRICTED 10,000
    AD COUNCIL
    815 SECOND AVE 9TH FLOOR
    NEW YORK,NY10017
    NONE PUBLIC EDUCATIONAL WORKSHOPS 30,000
    ALLIANCE IN MENTORSHIP
    2548 KNOXVILLE AVENUE
    LONG BEACH,CA90815
    NONE PUBLIC GENERAL OPERATING SUPPORT 16,000
    ALTASEA
    222 WEST SIXTH ST SUITE 1010
    SAN PEDRO,CA90731
    NONE PUBLIC UNRESTRICTED 1,000
    AMIGOS OF COSTA RICA
    101 E GAY ST
    WEST CHESTER,PA19380
    NONE PUBLIC CASA DE LAS ESTRELLAS SCHOLARSHIPS 54,000
    AMIGOS OF COSTA RICA
    101 E GAY ST
    WEST CHESTER,PA19380
    NONE PUBLIC GUARDIANS OF NATURE 20,000
    AMIGOS OF COSTA RICA
    101 E GAY ST
    WEST CHESTER,PA19380
    NONE PUBLIC BOMBEROS 6,000
    AMIGOS OF COSTA RICA
    101 E GAY ST
    WEST CHESTER,PA19380
    NONE PUBLIC DEL MAR SCHOLARSHIPS 75,000
    AMIGOS OF COSTA RICA
    101 E GAY ST
    WEST CHESTER,PA19380
    NONE PUBLIC BOMBEROS DE NOSARA 75,000
    AMIGOS OF COSTA RICA
    101 E GAY ST
    WEST CHESTER,PA19380
    NONE PUBLIC GUARDIANS OF NATURE 30,000
    ANGEL CITY ALLIANCE
    2355 WESTWOOD BLVD 1139
    LOS ANGELES,CA90064
    NONE PUBLIC 2021 MY LA2050 GRANTS CHALLENGE 101,000
    CENTER FOR RESTORATIVE JUSTICE WORKS
    2350 WEST BEVERLY BLVD SUITE 200
    MONTEBELLO,CA90640
    NONE PUBLIC 2021 MY LA2050 GRANTS CHALLENGE 51,000
    CHAPEL & YORK US FOUNDATION
    155 E 44TH ST 6TH FLOOR SUITE 34
    NEW YORK,NY10017
    NONE PUBLIC THE BANK OF DREAMS AND NIGHTMARES 25,000
    CHILDREN NOW
    1404 FRANKLIN ST SUITE 700
    OAKLAND,CA94612
    NONE PUBLIC 2021 MY LA2050 GRANTS CHALLENGE 101,000
    CICLAVIA
    525 S HEWITT STREET
    LOS ANGELES,CA90013
    NONE PUBLIC GENERAL OPERATING SUPPORT 26,000
    COLLEGE OF THE HOLY CROSS
    ONE COLLEGE STREET
    WORCESTER,MA01610
    NONE PUBLIC HOLY CROSS FUND 5,000
    COLUMBIA
    2949 BROADWAY
    NEW YORK,NY10026
    NONE PUBLIC JOURNALISM SCHOOL 50,000
    COLUMBIA SCHOOL OF JOURNALISM
    2950 BROADWAY
    NEW YORK,NY10027
    NONE PUBLIC ANNUAL FUND SCHOLARSHIPS, INVETIGATIVE REPORTING RESOURCES 40,000
    COMMITTEE TO PROTECT JOURNALISTS
    330 SEVENTH AVENUE 11TH FLOOR
    NEW YORK,NY10001
    NONE PUBLIC PRESS FREEDOM AWARDS 15,000
    COMMUNITY PARTNERS FBO CITY PLANTS
    PO BOX 741265
    LOS ANGELES,CA90074
    NONE PUBLIC 2021 MY LA2050 GRANTS CHALLENGE 51,000
    COMMUNITY PARTNERS FBO LAS FOTOS
    PO BOX 741265
    LOS ANGELES,CA90074
    NONE PUBLIC 2021 MY LA2050 GRANTS CHALLENGE 51,000
    COMMUNITY PARTNERS FBO THE CIVICS CENTER
    PO BOX 741265
    LOS ANGELES,CA90074
    NONE PUBLIC GENERAL OPS SUPPORT 11,000
    COMPTON PLEDGE - F4GI
    568 BROADWAY SUITE 601
    NEW YORK,NY10012
    NONE PUBLIC 2021 MY LA2050 GRANTS CHALLENGE 1,000
    COVENANT HOUSE CALIFORNIA
    1325 N WESTERN AVENUE
    LOS ANGELES,CA90026
    NONE PUBLIC GENERAL OPERATING SUPPORT 11,000
    DIY GIRLS
    PO BOX 330662
    PACOIMA,CA91333
    NONE PUBLIC 2021 MY LA2050 GRANTS CHALLENGE 101,000
    EAST SIDE RIDERS BIKE CLUB
    218 W 121ST PLACE
    LOS ANGELES,CA90061
    NONE PUBLIC GENERAL OPERATING SUPPORT 11,000
    END HOMELESSNESS CA (DBA SHOWER OF HOPE)
    958 N WESTERN AVE 603
    LOS ANGELES,CA90029
    NONE PUBLIC 2021 MY LA2050 GRANTS CHALLENGE 100,000
    END HOMELESSNESS CALIFORNIA
    958 N WESTERN AVE 603
    LOS ANGELES,CA90029
    NONE PUBLIC THE SHOWER OF HOPE 1,000
    FULCRUM ARTS
    145 NORTH RAYMOND AVE
    PASADENA,CA91103
    NONE PUBLIC PEOPLE'S POTTERY PROJECT 26,000
    GIRLS INC OF THE VALLEY
    PO BOX 6812
    HOLYOKE,MA01041
    NONE PUBLIC HER FUTURE OUR FUTURE CAMPAIGN 10,000
    HEALING CALIFORNIA
    919 S FREMONT AVE STE 338
    ALHAMBRA,CA91803
    NONE PUBLIC GENERAL OPERATING SUPPORT 26,000
    HUMAN-I-T
    PO BOX 102708
    PASADENA,CA91189
    NONE PUBLIC GENERAL OPERATING SUPPORT 16,000
    JAIN FAMILY INSTITUTE
    568 BROADWAY SUITE 601
    NEW YORK,NY10012
    NONE PUBLIC FBO F4GI COMPTON PLEDGE 15,000
    LA CENTER FOR LAW AND JUSTICE
    5301 WHITTIER BLVD 4TH FLOOR
    LOS ANGELES,CA90022
    NONE PUBLIC GENERAL OPERATING SUPPORT 26,000
    LA CLEANTECH INCUBATOR
    525 S HEWITT AVE
    LOS ANGELES,CA90013
    NONE PUBLIC UNRESTRICTED 1,000
    LA SANITATION AND ENVIRONMENT
    1149 SOUTH BROADWAY 9TH FLOOR
    LOS ANGELES,CA90015
    NONE PUBLIC MY LA2050 CHALLENGE 25,000
    LARCHMONT CHARTER SCHOOL
    444 N LARCHMONT BLVD 207
    LOS ANGELES,CA90004
    NONE PUBLIC UNRESTRICTED 5,000
    LARCHMONT CHARTER SCHOOL
    444 N LARCHMONT BLVD 207
    LOS ANGELES,CA90004
    NONE PUBLIC UNRESTRICTED 5,500
    LOYOLA HIGH SCHOOL
    1901 VENICE BOULEVARD
    LOS ANGELES,CA90006
    NONE PUBLIC UNRESTRICTED 5,500
    NEW EARTH
    6001 BRISTOL PKWY 200
    CULVER CITY,CA90230
    NONE PUBLIC 2021 MY LA2050 GRANTS CHALLENGE 51,000
    ON THE GO LA
    8774 FRIENDSHIP AVENUE
    PICO RIVERA,CA90660
    NONE PUBLIC 2021 MY LA2050 GRANTS CHALLENGE 101,000
    PLEDGELING
    2100 ABBOT KINNEY BLVD UNIT E
    VENICE,CA90291
    NONE PUBLIC UNRESTRICTED 10,000
    PLEDGELING
    2100 ABBOT KINNEY BLVD UNIT E
    VENICE,CA90291
    NONE PUBLIC AFGHAN AIRLIFT 20,500
    PROPUBLICA
    155 AVENUE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013
    NONE PUBLIC UNRESTRICTED 300,000
    PROPUBLICA
    155 AVENUE OF THE AMERICAS 13TH FL
    NEW YORK,NY10014
    NONE PUBLIC UNRESTRICTED 100,000
    RHODE ISLAND SCHOOL OF DESIGN
    TWO COLLEGE STREET
    PROVIDENCE,RI02903
    NONE PUBLIC ROGER & GAYLE MANDLE PRESIDENTIAL FELLOWSHIP 10,000
    RIVET SCHOOL
    1503 MACDONALD AVENUE
    RICHMOND,CA94801
    NONE PUBLIC GENERAL OPERATING SUPPORT 11,000
    SLOAN STEPHENS FOUNDATION
    4538 CAMELLIA AVENUE
    STUDIO CITY,CA91602
    NONE PUBLIC GENERAL OPERATING SUPPORT 16,000
    SOCIAL VENTURE PARTNERS LOS ANGELES
    800 WILSHIRE BLVD SUITE 200
    LOS ANGELES,CA90017
    NONE PUBLIC 2021 MY LA2050 GRANTS CHALLENGE 30,000
    SQUASHBUSTERS
    795 COLUMBUS AVE
    BOSTON,MA02120
    NONE PUBLIC GENERAL OPERATING SUPPORT 25,000
    ST JOSEPH HIGH SCHOOL CHARITABLE FDN
    145 PLAINFIELD AVENUE
    METUCHEN,NJ08840
    NONE PUBLIC JOHN SABINE '79 MEMORIAL SCHOLARSHIP FUND 5,000
    SURFRIDER FOUNDATION
    PO BOX 73550
    SAN CLEMENTE,CA92673
    NONE PUBLIC COLOR THE WATER - 2021 MY LA2050 GRANTS CHALLENGE 51,000
    THE ADVERTISING COUNCIL INC
    815 SECOND AVE 9TH FLOOR
    NEW YORK,NY10017
    NONE PUBLIC GENERAL OPERATING SUPPORT 50,000
    THE SEED SCHOOL OF LA COUNTY
    1990 SOUTH BUNDY DR SUITE 340
    LOS ANGELES,CA90025
    NONE PUBLIC GENERAL OPERATING SUPPORT 26,000
    THE SYNERGOS INSTITUTE INC
    3 EAST 54TH ST 14TH FL
    NEW YORK,NY10022
    NONE PUBLIC 2021 GPC MEMBERSHIP 25,000
    UCLA SCHOOL OF THE ARTS
    PO BOX 7145
    LOS ANGELES,CA91109
    NONE PUBLIC UCLA ARTS FUND FOR EXCELLENCE 1,000
    UNITE AMERICA INSTITUTE
    1580 LINCOLN ST SUITE 520
    DENVER,CO80203
    NONE PUBLIC FELLOWS PROGRAM SUPPORT 50,000
    UNITE AMERICA INSTITUTE
    1580 LINCOLN ST SUITE 520
    DENVER,CO80203
    NONE PUBLIC CULTURAL DEMOCRACY PROGRAM & DEMOCRACY REPORT 93,000
    USC PRICE SCHOOL
    1150 S OLIVE STREET 25TH FLOOR
    LOS ANGELES,CA90015
    NONE PUBLIC PRICE SCHOOL DEAN'S FUND 1,000
    WESTERN CENTER ON LAW AND POVERTY
    3701 WILSHIRE BLVD 208
    LOS ANGELES,CA90010
    NONE PUBLIC GENERAL OPERATING SUPPORT 16,000
    WESTSIDE PACIFIC VILLAGES
    8938 S SEPULVEDA BLVD SUITE 326
    LOS ANGELES,CA90044
    NONE PUBLIC GENERAL OPERATING SUPPORT 11,000
    Total .................................bullet 3a 2,233,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 702  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
    523000 2,466 18 12,067,865  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 7,995 12,976,143 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    12,984,138
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    GOLDHIRSH FOUNDATION
    EIN:
    27-2824140
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEE - HCVT 8,030 4,015   4,015

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    GOLDHIRSH FOUNDATION
    EIN:
    27-2824140
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    K-1 MCII 2007 LLC 2010-01 PURCHASED 2021-12   1,061   COST 0 1,061  
    K-1 MCII 2007 LLC 2010-01 PURCHASED 2021-12     15 COST 0 -15  
    K-1 RC-MC III 2008 LLC 2010-01 PURCHASED 2021-12   1,420   COST 0 1,420  

    TY 2021 LegalFeesSchedule
    Name:
    GOLDHIRSH FOUNDATION
    EIN:
    27-2824140
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LOEB & LOEB 6,858 0   0


    TY 2021 OtherAssetsSchedule
    Name:
    GOLDHIRSH FOUNDATION
    EIN:
    27-2824140
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIAMOND HILL CAPITAL MGMT (SMA ACCT) 1,559,780 2,628 2,628
    FIERA CAPITAL INC (SMA ACCT) 1,711,344 840 840
    HS MANAGEMENT (SMA ACCT) 1,939,797 4,685 4,685
    THE LONDON CO OF VIRGINIA (SMA ACCT) 1,605,865 2,038 2,038
    VAUGHN NELSON INVESTMENT (SMA ACCT) 1,859,566 1,558 1,558
    PROTERRA INC 0 19,760 30,154
    RECURSION PHARMACEUTICAL 0 8,410 76,742
    AMERICAN FD EUROPACIFIC 3,085,575 0 0
    ARTISAN INTERNATIONAL VA 0 3,209,940 3,127,658
    BMO LGM EMERGING MARKETS EQUITY 2,287,854 0 0
    BRANDYWINE GLOBAL OPPORTUNISTIC 1,058,189 0 0
    CALVERT EMERGING MARKETS 0 3,654,639 3,275,653
    COLUMBIA SELECT LARGE CAP 652,428 0 0
    DODGE & COX INCOME 0 5,175,272 5,090,672
    DOUBLINE TOTAL RETURN 1,545,361 5,199,965 5,072,039
    ISHARES CORE S&P 500 0 12,278,553 14,594,954
    JACKSON SQUARE MID-CAP 0 2,435,186 1,834,381
    METROPOLITAN WEST TOTAL 1,492,028 0 0
    MFS INTL VALUE CL I 2,875,619 0 0
    PIMCO COMMODITY REAL 1,510,142 0 0
    PIMCO SHORT ASSET INVESTMENT 4,785,891    
    PIMCO TOTAL RETURN 1,538,975 0 0
    RPAR RISK PARITY TIDAL 0 10,100,295 11,018,948
    TEMPLETON GLOBAL BOND FUND 1,249,901 0 0
    VAN ECK GLOBAL HARD 1,220,416 0 0
    WCM FOCUSED INTERNATIONAL 0 3,085,358 3,419,087
    WELLS FARGO ABSOLUTE (GMO) 1,470,907 0 0
    AXIOM INTERNATIONAL SMALL/MICROCAP OPP FD, LP 1,011,621 0 0
    BLAIR FINANCIAL HOLDINGS 125,000 0 0
    CANYON VALUE REALIZATION FUND LP 1,065,000 1,065,000 1,498,437
    CRESCENT CAPITAL HIGH INCOME FD, LP 824,973 0 0
    GOLDENTREE SELECT TREE 1,500,000 1,500,000 2,050,643
    HAWK RIDGE PARTNERS OFFSHORE LTD 1,250,000 1,250,000 1,632,273
    MIURA OFFSHORE LTD 1,065,000 0 0
    NEWBROOK CAPITAL LP 1,065,000 1,065,000 1,443,620
    TACONIC OPPORTUNITY OFFSHORE FD LTD 1,065,000 838,982 681,763
    THIRD POINT FD LTD 1,500,000 0 0
    2045 VENTURES LP 0 18,767 25,000
    AMPLIFY LA CAPITAL IV, LP 67,785 75,507 122,172
    BEDROCK CAPITAL II LP 232,069 463,754 755,325
    BEGIN A LEGACY INC (DBA GVNG) 200,000 200,000 200,000
    BLAIR (NEW EPONA) 100,000 100,000 100,000
    BOOM CAPITAL FUND I 170,318 214,456 247,649
    BRIGHTON PARK CAPITAL FUND I-A LP 111,639 300,262 407,154
    CENTRAL PARK GROUP MGR. ALLIANCE FUND, LLC 9,533 5,366 33,268
    COLLABORATIVE I, LP 429,013 326,479 307,043
    COLLABORATIVE II, LP 706,385 677,163 2,024,684
    COLLABORATIVE III, LP 782,534 743,457 3,656,539
    COLLABORATIVE IV, LP 116,211 197,122 303,991
    CORE INNOVATIVE CAPITAL II LP 189,448 191,132 370,492
    ECLIPSE FUND III LP 195,364 310,366 651,285
    ELECTRIC CAPITAL VENTURE FUND I LP 158,140 241,540 816,726
    ENCANTOS MEDIA 50,000 50,000 50,000
    HARVEST FESH FOODS (EVERY TABLE) 411,000 411,000 467,537
    KDT VENTURES FUND II LP 56,168 112,048 131,284
    LOWERCARBON 419.1 LP 0 52,404 52,427
    LOWERCARBON N20 333.9 LP 0 202,460 202,393
    LOWERCARBON 411.2 LP 0 193,875 195,087
    M13 VENTURES III 0 25,000 25,000
    NATION BUILDER (3DNA) 100,000 100,000 100,000
    NEW MOUNTAIN V 342,946 367,731 640,138
    NOSARA CRECE (AMIGOS PRI 2020) 100,000 100,000 100,000
    OBVIOUS VENTURES II LP 399,646 258,448 1,070,730
    OPTIMIST INDUSTRIES 75,000 50,000 125,000
    PUREPLUS 75,000 75,000 75,000
    RC/MCII 2007 LLC 324,657 260,872 179,163
    RC/MCIII 2008 LLC 220,514 181,783 210,357
    RC/MORGAN CREEK I ASSOCIATES LLC 178,100 174,781 68,722
    REALITY CRISIS OY 0 99,898 99,898
    REDMILE 125,765 198,158 378,554
    SINGULARITY EDUCATION GROUP CONV NOTE 250,000 250,000 264,014
    SLAUSON & CO FUND I 0 21,929 22,211
    SOKO 200,000 200,000 200,000
    STONES@MILESTONES 100,000 100,000 100,000
    UNREASONABLE CAPITAL 133,486 159,555 304,121
    WILLOW GROWTH PARTNERS FUND LP 36,466 61,278 61,464
    WORLDZ LLC 100,000 100,000 100,000
    YES VC II 0 62,500 60,927
    ZIPONGO CONVERTIBLE NOTE SERIES A 325,000 325,000 389,704


    TY 2021 OtherExpensesSchedule
    Name:
    GOLDHIRSH FOUNDATION
    EIN:
    27-2824140
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TOTAL SECTION 59(E)(2) EXPENSES FROM PARTNERSHIPS 623 623   0
    TOTAL PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS 162,503 162,503   0
    TOTAL NON DEDUCTIBLE EXP FROM PARTNERSHIPS 234 0   0
    PAYROLL PROCESSING FEES 25,412 0   25,412
    WORKERS COMP INSURANCE 6,292 0   6,292
    FILING FEES 25 25   0
    DIRECTORS & OFFICERS INSURANCE 2,768 0   0
    MEMBERSHIP DUES 9,376 0   0
    CHARITABLE DONATIONS FROM K-1S 4 0   4
    INTEREST EXPENSE FROM PARTNERSHIPS 3,120 3,120   0
    MAILCHIMP MARKETING 7,428 0   7,428
    OFFICE EXPENSES 154 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    GOLDHIRSH FOUNDATION
    EIN:
    27-2824140
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NET RENTAL INCOME FROM PARTNERSHIPS 267 267 267
    NONDIVIDEND DISTRIBUTIONS FROM MUTUAL FUNDS 13,792 0 13,792
    ORDINARY INCOME FROM PARTNERSHIPS -1,641 -1,641 -1,641
    OTHER INCOME FROM PARTNERSHIPS -2,003 -2,003 -2,003
    OTHER PORTFOLIO INCOME FROM PARTNERSHIPS 5,902 5,902 5,902
    ROYALTY INCOME FROM PARTNERSHIPS 136 136 136
    MISC RECEIPT 2,547 0 2,547
    K-1 LOWERCARBON 411.2 -55 0 -55
    K-1 RC-MORGAN CREEK I ASSOC -3 0 -3
    K-1 RC-MCII 2007 LLC 2,304 0 2,304
    K-1 RC-MC III 2008 LLC 3,077 0 3,077
    K-1 UNREASONABLE 184 0 184


    TY 2021 OtherIncreasesSchedule
    Name:
    GOLDHIRSH FOUNDATION
    EIN:
    27-2824140
    Description Amount
    BOOK/TAX ADJUSTMENT 440,000


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    GOLDHIRSH FOUNDATION
    EIN:
    27-2824140
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RINET COMPANY, LLC- ADMINISTRATION AND TAX 118,478 23,696   94,782
    LA2050 EXPENSES 7,200 0   7,200
    LA2050 WEB DESIGN 6,720 0   6,720
    LA2050 CONSULTANT - GOOD WAYS 1,000 0   1,000
    REIMBURSED TRAVEL EXP & OUT OF POCKET EXPENSES 25,523 0   0
    CONSULTANT -AVIVAR CAPITAL 26,800 0   26,800
    CONSULTANT - CHRISTIANSEN CONSULTING 1,620 0   1,620
    SCHWAB ADR FEES HS MGMT 6 6   0
    SCHWAB ADR FEES FIERA CAPITAL 4 4   0
    FIERA CAPITAL ADVISORY FEE 3,931 3,931   0
    HS MANAGEMENT INVT ADVISORY FEE 9,768 9,768   0
    CANTERBURY INVT ADVISORY FEE 52,130 52,130   0
    DIAMOND HILL INVT ADVISORY FEE 3,669 3,669   0
    LONDON CO OF VA INVT ADVISORY FEE 4,169 4,169   0
    VAUGHN NELSON INVT ADVISORY FEE 2,605 2,605   0
    EVOKE ADVISORY FEE 205,437 205,437   0


    TY 2021 TaxesSchedule
    Name:
    GOLDHIRSH FOUNDATION
    EIN:
    27-2824140
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 33,881 0   33,881
    FOREIGN TAX W/HELD PSHIP K1'S 8,841 8,841   0
    FEDERAL 2020 990PF EXTENSION PAYMENT 20,000 0   0
    CA FORM 199 BAL DUE 15 0   0
    CA 2020 FORM RRF1 150 0   0
    FORIEGN TAX PD SCHWAB FUNDING 16,147 16,147   0
    FOREIGN TAX PAID SCHWAB FIERA 13 13   0
    FEDERAL 2021 Q3 ESTIMATED PAYMENT 90,000 0   0
    FEDERAL 2021 Q4 ESTIMATED PAYMENT 90,000 0   0