Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE LOUIS & HAROLD PRICE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 WOODBRIDGE CENTER DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WOODBRIDGE, NJ070951191
A Employer identification number

13-6121358
B Telephone number (see instructions)

(213) 330-8571
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$95,707,199
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 right arrow.............
3 Interest on savings and temporary cash investments 290,189 290,189  
4 Dividends and interest from securities... 1,155,881 1,155,881  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -17,821
b Gross sales price for all assets on line 6a 13,237,737
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 1,347,105 1,226,626  
12 Total. Add lines 1 through 11........ 2,775,354 2,672,696  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 49,746 4,975   44,772
b Accounting fees (attach schedule)....... 26,250 2,625   23,625
c Other professional fees (attach schedule).... 489,665 316,567   173,098
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 33,587 3,476   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 24,823 0   24,823
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 125,691 116,569   9,122
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 749,762 444,212   275,440
25 Contributions, gifts, grants paid....... 4,104,868 4,104,868
26 Total expenses and disbursements. Add lines 24 and 25 4,854,630 444,212   4,380,308
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,079,276
b Net investment income (if negative, enter -0-) 2,228,484
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 5,775 5,775 5,775
2 Savings and temporary cash investments......... 1,978,106 2,147,094 2,147,094
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 10,294,610 Click to see attachment
List of Attached Documents:
// Content
6,937,667
6,466,585
b Investments—corporate stock (attach schedule)....... 52,720,629 Click to see attachment
List of Attached Documents:
// Content
56,974,032
75,895,066
c Investments—corporate bonds (attach schedule)....... 5,456,088 Click to see attachment
List of Attached Documents:
// Content
3,734,841
3,349,273
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,615,994 Click to see attachment
List of Attached Documents:
// Content
4,555,862
7,836,919
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
6,487
Click to see attachment
List of Attached Documents:
// Content
6,487
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 76,071,202 74,361,758 95,707,199
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 76,071,202 74,361,758
29 Total net assets or fund balances (see instructions)..... 76,071,202 74,361,758
30 Total liabilities and net assets/fund balances (see instructions). 76,071,202 74,361,758
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
76,071,202
2
Enter amount from Part I, line 27a .....................
2
-2,079,276
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
378,098
4
Add lines 1, 2, and 3 ..........................
4
74,370,024
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,266
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
74,361,758
Form 990-PF (2022)
Form 990-PF (2022)
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 ISHARES S&P SMCAP 600 INDX P 2020-01-28 2022-04-29
b ISHARES TR S&P MIDCAP 400 P 2019-04-04 2022-04-29
c ISHARES TR S&P MIDCAP 400 P 2019-11-12 2022-04-29
d ISHARES TR S&P MIDCAP 400 P 2019-10-09 2022-04-29
e ISHARES S&P SMCAP 600 INDX P 2021-06-09 2022-04-29
ISHARES S&P SMCAP 600 INDX P 2021-10-21 2022-04-29
ISHARES TR S&P MIDCAP 400 P 2021-06-09 2022-04-29
ISHARES TR S&P MIDCAP 400 P 2021-10-21 2022-04-29
ADOBE INC P 2021-03-25 2022-11-17
AIR LEASE CORP P 2021-08-11 2022-11-29
BANK OF AMERICA CORP P 2018-01-25 2022-03-17
BANK OF AMERICA CORP P 2020-11-10 2022-03-17
CAPITAL ONE FINANCIAL CO P 2021-10-27 2022-12-05
CHURCH & DWIGHT CO INC P 2020-12-18 2022-10-01
CONSTELLATION BRANDS INC P 2021-01-06 2022-03-28
CONSTELLATION BRANDS INC P 2021-01-06 2022-04-25
D.R. HORTON INC P 2020-09-29 2022-04-04
ELEVANCE HEALTH INC P 2020-04-13 2022-02-22
ESTEE LAUDER CO INC P 2020-07-13 2022-02-15
ESTEE LAUDER CO INC P 2020-11-10 2022-02-15
GOLDMAN SACHS GRP INC FRN P 2017-10-31 2022-07-24
KIMBERLY-CLARK CORP P 2020-09-08 2022-01-19
KIMBERLY-CLARK CORP P 2020-09-08 2022-01-19
MCDONALD'S CORP P 2020-04-14 2022-07-27
MCDONALD'S CORP P 2020-11-10 2022-07-27
NEXTERA ENERGY CAPITAL P 2021-06-02 2022-08-04
OMNICOM GROUP INC P 2020-11-10 2022-03-28
OMNICOM GROUP INC P 2020-05-05 2022-03-28
PAYPAL HOLDINGS INC P 2020-06-03 2022-02-07
PAYPAL HOLDINGS INC P 2020-11-10 2022-02-07
QUALCOMM INC P 2020-01-30 2022-08-04
QUALCOMM INC P 2020-11-10 2022-08-04
ROPER TECHNOLOGIES INC P 2021-01-29 2022-03-30
ROPER TECHNOLOGIES INC P 2021-01-29 2022-04-11
SHELL INTERNATIONAL FIN P 2019-12-11 2022-12-07
SHELL INTERNATIONAL FIN P 2020-11-10 2022-12-07
SOUTHWEST AIRLINES CO P 2020-12-04 2022-12-12
TOYOTA MOTOR CREDIT CORP P 2020-11-10 2022-08-15
TOYOTA MOTOR CREDIT CORP P 2020-05-20 2022-08-15
TOYOTA MOTOR CREDIT CORP P 2020-05-20 2022-12-12
UNION PACIFIC CORP P 2021-01-20 2022-04-01
UNION PACIFIC CORP P 2021-01-22 2022-04-01
US TREASURY BONDS P 2020-08-17 2022-08-26
US TREASURY N/B P 2021-04-23 2022-12-01
US TREASURY N/B P 2021-07-06 2022-12-01
US TREASURY N/B P 2021-06-17 2022-12-01
US TREASURY N/B P 2021-07-06 2022-07-12
US TREASURY N/B P 2019-12-18 2022-05-04
US TREASURY N/B P 2019-12-18 2022-07-26
US TREASURY N/B P 2019-11-12 2022-07-26
US TREASURY N/B P 2021-04-23 2022-07-12
US TREASURY NOTES P 2020-04-29 2022-08-17
US TREASURY NOTES P 2018-04-04 2022-10-26
US TREASURY NOTES P 2018-07-05 2022-10-26
US TREASURY NOTES P 2020-04-29 2022-10-26
US TREASURY NOTES P 2021-08-31 2022-10-07
US TREASURY NOTES P 2021-08-06 2022-10-07
US TREASURY NOTES P 2019-12-18 2022-05-04
US TREASURY NOTES P 2018-07-05 2022-07-12
US TREASURY NOTES P 2019-02-04 2022-07-12
US TREASURY NOTES P 2019-10-11 2022-07-12
US TREASURY NOTES P 2020-01-30 2022-07-12
VERIZON COMMUNICATIONS P 2020-11-30 2022-01-19
VISA INC P 2020-06-30 2022-12-13
VISA INC P 2020-11-10 2022-12-13
WILLIAMS COMPANIES INC P 2020-11-10 2022-10-15
AMERICAN EXPRESS CO P 2022-04-28 2022-08-11
CAPITAL ONE FINANCIAL CO P 2021-10-27 2022-03-29
CONAGRA BRANDS INC P 2021-07-28 2022-04-12
GOLDMAN SACHS GROUP INC P 2022-01-19 2022-11-01
MOODY'S CORPORATION P 2021-08-18 2022-08-02
NVIDIA CORP P 2021-06-14 2022-02-03
US TREASURY N/B P 2022-01-05 2022-12-01
US TREASURY N/B P 2021-11-17 2022-07-12
US TREASURY N/B P 2022-02-07 2022-10-26
US TREASURY N/B P 2022-07-12 2022-08-09
US TREASURY N/B P 2022-07-12 2022-12-19
US TREASURY NOTES P 2021-08-06 2022-01-05
US TREASURY NOTES P 2021-11-17 2022-10-26
US TREASURY NOTES P 2021-08-31 2022-02-08
US TREASURY NOTES P 2021-08-31 2022-03-02
US TREASURY NOTES P 2021-11-17 2022-03-02
US TREASURY NOTES P 2021-11-17 2022-03-09
US TREASURY NOTES P 2022-03-02 2022-05-04
US TREASURY NOTES P 2022-03-02 2022-05-26
US TREASURY NOTES P 2022-03-02 2022-07-26
US TREASURY NOTES P 2022-03-02 2022-09-30
US TREASURY NOTES P 2022-11-01 2022-11-10
US TREASURY NOTES P 2022-12-13 2022-12-19
US TREASURY NOTES P 2022-12-01 2022-12-19
US TREASURY NOTES P 2021-11-17 2022-07-12
US TREASURY NOTES P 2022-02-15 2022-04-11
US TREASURY NOTES P 2022-03-30 2022-04-11
US TREASURY NOTES P 2022-02-07 2022-07-26
FANNIE MAE P 2015-05-29 2021-12-31
FANNIE MAE P 2010-06-30 2021-12-31
US TREASURY BILLS P 2022-09-30 2022-11-01
US TREASURY NOTE P 2020-08-31 2022-01-31
US TREASURY NOTE P 2020-10-02 2022-01-31
US TREASURY NOTE P 2020-11-12 2022-01-31
US TREASURY NOTE P 2021-09-29 2022-01-31
US TREASURY NOTE P 2020-11-12 2022-02-28
US TREASURY NOTE P 2021-09-29 2022-02-28
US TREASURY N/B P 2020-11-12 2020-11-12
US TREASURY N/B P 2021-09-29 2021-09-29
MITSUBISHI UFJ FIN GRP P 2020-11-10 2020-11-10
US TREASURY N/B P 2020-11-12 2022-04-30
US TREASURY N/B P 2021-09-29 2022-04-30
US TREASURY NOTES P 2020-11-12 2022-05-31
US TREASURY NOTES P 2021-09-29 2022-05-31
ORACLE CORP SR GLBL NT P 2020-11-10 2022-05-15
CATERPILLAR FINL SERVICE P 2020-11-10 2022-05-13
US TREASURY NOTES P 2020-11-12 2022-06-30
US TREASURY NOTES P 2021-09-29 2022-06-30
BURLINGTN NORTH SANTA FE P 2020-11-10 2022-06-13
US TREASURY NOTES P 2020-11-12 2022-07-31
US TREASURY NOTES P 2021-09-29 2022-07-31
US TREASURY NOTES P 2020-11-12 2022-08-31
US TREASURY NOTES P 2021-09-29 2022-08-31
US TREASURY N/B P 2020-11-12 2022-09-30
US TREASURY N/B P 2021-09-29 2022-09-30
US TREASURY NOTE P 2020-11-12 2022-10-31
US TREASURY NOTE P 2021-09-29 2022-10-31
US TREASURY NOTES P 2020-11-12 2022-11-15
US TREASURY NOTES P 2021-09-29 2022-11-15
US TREASURY NOTES P 2020-11-12 2022-12-15
US TREASURY NOTES P 2021-09-29 2022-12-15
(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 67,609   55,768 11,841
b 61,994   47,207 14,787
c 296,055   232,905 63,150
d 964,331   715,197 249,134
e 12,614   14,510 -1,896
19,576   21,955 -2,379
40,486   43,893 -3,407
35,425   38,965 -3,540
97,395   104,569 -7,174
100,988   109,258 -8,270
60,132   60,098 34
40,088   42,575 -2,487
40,334   53,618 -13,284
105,000   105,000 0
47,685   54,319 -6,634
46,320   54,276 -7,956
44,477   49,857 -5,380
93,868   95,984 -2,116
83,735   92,175 -8,440
14,777   16,309 -1,532
57,000   57,000 0
13,319   14,000 -681
77,063   81,263 -4,200
89,532   94,681 -5,149
9,948   10,683 -735
108,219   110,184 -1,965
22,786   25,706 -2,920
27,343   27,416 -73
88,637   91,611 -2,974
14,773   15,393 -620
89,703   91,526 -1,823
14,951   15,542 -591
31,757   35,649 -3,892
31,622   36,717 -5,095
71,132   79,314 -8,182
22,229   26,042 -3,813
95,957   106,631 -10,674
19,570   20,187 -617
44,032   44,983 -951
43,916   44,983 -1,067
44,860   49,301 -4,441
5,216   5,728 -512
51,021   54,186 -3,165
67,202   70,581 -3,379
64,280   67,480 -3,200
117,847   123,702 -5,855
34,084   42,641 -8,557
116,327   116,327 0
75,628   75,779 -151
33,394   33,458 -64
144,293   173,853 -29,560
104,242   114,498 -10,256
155,683   156,765 -1,082
68,684   68,895 -211
58,610   66,475 -7,865
4,667   4,985 -318
139,076   148,435 -9,359
56,201   56,713 -512
185,013   185,013 0
81,795   82,064 -269
7,790   8,162 -372
84,716   89,292 -4,576
86,148   94,994 -8,846
82,186   92,787 -10,601
13,698   15,542 -1,844
105,000   105,000 0
109,313   109,989 -676
51,089   58,492 -7,403
97,684   108,311 -10,627
107,677   110,000 -2,323
99,974   106,874 -6,900
95,277   99,559 -4,282
147,066   153,517 -6,451
133,959   164,577 -30,618
154,146   167,278 -13,132
126,318   124,160 2,158
99,916   111,744 -11,828
154,794   159,623 -4,829
16,592   20,104 -3,512
97,262   99,691 -2,429
218,549   221,844 -3,295
295,336   298,688 -3,352
15,729   15,930 -201
30,845   30,893 -48
199,211   199,313 -102
120,523   120,547 -24
73,000   73,000 0
183,236   181,890 1,346
94,584   94,584 0
22,375   22,375 0
38,950   41,519 -2,569
82,838   82,838 0
21,150   21,150 0
47,807   48,152 -345
      0
      0
72,498   72,609 -111
4,000   4,000 0
30,000   30,000 0
267,000   267,000 0
116,000   116,000 0
302,000   302,000 0
116,000   116,000 0
230,000   230,000 0
116,000   116,000 0
70,000   70,000 0
300,000   300,000 0
116,000   116,000 0
156,000   156,000 0
116,000   116,000 0
70,000   70,000 0
75,000   75,000 0
300,000   300,000 0
116,000   116,000 0
70,000   70,000 0
299,000   299,000 0
116,000   116,000 0
300,000   300,000 0
116,000   116,000 0
228,000   228,000 0
116,000   116,000 0
305,000   304,702 298
116,000   116,000 0
299,000   299,000 0
116,000   116,000 0
299,000   299,000 0
116,000   116,000 0
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       11,841
b       14,787
c       63,150
d       249,134
e       -1,896
      -2,379
      -3,407
      -3,540
      -7,174
      -8,270
      34
      -2,487
      -13,284
      0
      -6,634
      -7,956
      -5,380
      -2,116
      -8,440
      -1,532
      0
      -681
      -4,200
      -5,149
      -735
      -1,965
      -2,920
      -73
      -2,974
      -620
      -1,823
      -591
      -3,892
      -5,095
      -8,182
      -3,813
      -10,674
      -617
      -951
      -1,067
      -4,441
      -512
      -3,165
      -3,379
      -3,200
      -5,855
      -8,557
      0
      -151
      -64
      -29,560
      -10,256
      -1,082
      -211
      -7,865
      -318
      -9,359
      -512
      0
      -269
      -372
      -4,576
      -8,846
      -10,601
      -1,844
      0
      -676
      -7,403
      -10,627
      -2,323
      -6,900
      -4,282
      -6,451
      -30,618
      -13,132
      2,158
      -11,828
      -4,829
      -3,512
      -2,429
      -3,295
      -3,352
      -201
      -48
      -102
      -24
      0
      1,346
      0
      0
      -2,569
      0
      0
      -345
      0
      0
      -111
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      298
      0
      0
      0
      0
      0
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 -17,821
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 30,976
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 30,976
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 30,976
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 78,853
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 78,853
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 57
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 47,820
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow47,820 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNY
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowPRICEFOUNDATION.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (732) 694-5413

Located atright arrow100 WOODBRIDGE CENTER DRIVEWOODBRIDGENJ ZIP+4right arrow070951191
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
AL OSBORNE JR PHD TRUSTEE
0.15
0 0 0
100 WOODBRIDGE CENTER DRIVE
WOODBRIDGE,NJ070951191
BONNIE VITTI PRESIDENT & TRUSTEE
8.00
0 0 0
100 WOODBRIDGE CENTER DRIVE
WOODBRIDGE,NJ070951191
GEORGE ASCH TRUSTEE
0.15
0 0 0
100 WOODBRIDGE CENTER DRIVE
WOODBRIDGE,NJ070951191
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
BESSEMER TRUST INVESTMENT ADVISORY/MANAGEMENT 435,223
100 WOODBRIDGE CENTER DRIVE
WOODBRIDGE,NJ070951191
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
92,192,364
b
Average of monthly cash balances.......................
1b
1,816,582
c
Fair market value of all other assets (see instructions)................
1c
8,903,866
d
Total (add lines 1a, b, and c).........................
1d
102,912,812
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
102,912,812
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) Click to see attachment
List of Attached Documents:
// Content
.............................
4
4,126,688
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
98,786,124
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,939,306
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
4,939,306
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
30,976
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
22,503
c
Add lines 2a and 2b............................
2c
53,479
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,885,827
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,885,827
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
4,885,827
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
4,380,308
b
Program-related investments—total from Part VIII-B..................
1b
0
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
4,380,308
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 4,885,827
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 4,343,792
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 4,380,308
a Applied to 2021, but not more than line 2a 4,343,792
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 2022 distributable amount..... 36,516
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(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 0
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
4,849,311
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 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

ACCESS AFTERSCHOOL

PO BOX 819 CARBONDALE
CARBONDALE,CO81623
  PC GENERAL OPERATING SUPPORT 10,000

ALZHEIMER'S DISEASE AND RELATED DISORDERS

225 NORTH MICHIGAN AVENUE SUITE
1700
CHICAGO,IL60601
  PC IN MEMORY OF ROSEMARY GUIDONE 50,000

AMERICAN FRIENDS OF SHAARE ZEDEK MEDICAL

55 WEST 39TH STREET 4TH FLOOR
NEW YORK,NY10018
  PC APRIL 2022 GRANTS - GENERAL OPERATING SUPPORT 5,000

AMERICAN JEWISH WORLD SERVICE

45 WEST 36TH STREET 11
NEW YORK,NY100187904
  PC GENERAL OPERATING SUPPORT 10,000

AMERICARES FOUNDATION INC

88 HAMILTON AVENUE
STAMFORD,CT06902
  PC APRIL 2022 GRANT - UKRAINE 10,000

ANTI-DEFAMATION LEAGUE - NATIONAL

605 3RD AVENUE
NEW YORK,NY10158
  PC GENERAL OPERATING SUPPORT 55,000

ANTI-DEFAMATION LEAGUE LOS ANGELES

10495 SANTA MONICA BLVD
LOS ANGELES,CA90025
  PC GENERAL OPERATING SUPPORT 10,000

APLA HEALTH & WELLNESS

611 S KINGSLEY DR
LOS ANGELES,CA900052319
  PC APRIL 2022 GRANTS - GENERAL OPERATING SUPPORT 1,000

ASPEN HALL OF FAME

PO BOX 510
ASPEN,CO81612
  PC GENERAL OPERATING SUPPORT 2,000

ASPEN HISTORICAL SOCIETY

620 WEST BLEEKER STREET
ASPEN,CO81611
  PC GENERAL OPERATING SUPPORT 5,000

ASPEN MUSIC FESTIVAL AND SCHOOL

222 MUSIC SCHOOL ROAD
ASPEN,CO81611
  PC MARCH 2022 GRANT : FELLOWSHIP SUPPORT AND CHAIRMAN CIRCLE MEMBERSHIP 101,700

ASPEN VALLEY SKI-SNOWBOARD CLUB INC

300N AVSC DRIVE
ASPEN,CO81611
  PC SNOWARRIORS SKIERS SCHOLARSHIPS 10,000

ASPEN YOUTH CENTER

PO BOX 8266
ASPEN,CO81612
  PC AFTER SCHOOL CLUBS 10,000

AVENUES TO INDEPENDENCE

513 BUSSE HIGHWAY SUITE 100
PARK RIDGE,IL60068
  PC GENERAL OPERATING SUPPORT 100,000

BESSIE'S HOPE

PO BOX 12675
DENVER,CO80212
  PC GENERAL OPERATING SUPPORT 5,000

BRIDGING BIONICS FOUNDATION

455 GOLD RIVERS COURT
BASALT,CO81621
  PC GENERAL OPERATING SUPPORT 45,000

BUDDY PROGRAM INC THE

110 EAST HALLAM SUITE 125
ASPEN,CO81611
  PC GENERAL OPERATING SUPPORT 50,000

CARNEGIE HALL CORPORATION

881 SEVENTH AVENUE
NEW YORK,NY100193321
  PC GENERAL OPERATING SUPPORT 5,000

CEDARS-SINAI MEDICAL CENTER

8700 BEVERLY BLVD SUITE 2416
LOS ANGELES,CA900480750
  PC GENERAL SUPPORT AND PRCC CARDIAC PRICE PATIENT FUND 40,000

CENTER FOR REPRODUCTIVE RIGHTS

199 WATER STREET 22ND FLOOR
NEW YORK,NY10038
  PC GENERAL OPERATING SUPPORT 50,000

CENTER THEATRE GROUP

601 WEST TEMPLE STREET
LOS ANGELES,CA90012
  PC CENTER THEATRE GROUP 50TH ANNIVERSARY AND 2002 GALA 150,000

CHILDREN'S AID SOCIETY

117 WEST 124TH STREET 5TH FLOOR
NEW YORK,NY10027
  PC APRIL 2022 GRANTS - GENERAL OPERATING SUPPORT 2,000

COLUMBIA COLLEGE FUND THE

PO BOX 1523
NEW YORK,NY10008
  PC GENERAL OPERATING SUPPORT 5,000

CYSTIC FIBROSIS CANADA

2323 YOUNGE STREET SUITE 800
TORONTO,CANADACA M4P 2C9
CA
  PC GIFT 10,000

DE TOLEDO HIGH SCHOOL

22622 VANOWEN STREET
LOS ANGELES,CA91307
  PC GENERAL OPERATING SUPPORT 20,000

DENVER RESCUE MISSION THE

6100 SMITH ROAD
DENVER,CO80216
  PC STAR TRANSITIONAL & YOUTH DEVELOPMENT PROGRAM 25,000

DOGWOOD ALLIANCE

93 CHURCH ST
ASHEVILLE,NC28801
  PC GRANT 5,000

ENGLISH IN ACTION

PO BOX 4856
BASALT,CO81612
  PC GENERAL OPERATING SUPPORT 10,000

ETHICAL CULTURE FIELDSTON SCHOOL

33 CENTRAL PARK WEST
NEW YORK,NY10023
  PC ECFS ANNUAL FUND 5,000

EXPONENT PHILANTHROPY

1720 N STREET NW
WASHINGTON,DC20036
  PC DONATION PORTION 140

FEEDING AMERICA

35 EAST WACKER DRIVE 2000
CHICAGO,IL60601
  PC GENERAL OPERATING SUPPORT, ISHARES TR MIDCAP 400 EQUITIES & CASH DONATED TO FEEDING AMERICA 320,000

FOOD BANK FOR NEW YORK CITY

39 BROADWAY 10TH FLOOR
NEW YORK,NY10006
  PC GENERAL OPERATING SUPPORT 60,000

FOOD BANK OF THE ROCKIES

10700 E 45TH AVENUE
DENVER,CO80239
  PC GENERAL OPERATING SUPPORT 50,000

FRESH START SURGICAL GIFTS

2011 PALOMAR AIRPORT RD STE 206
CARLSBAD,CA92011
  PC SURGICAL WEEKEND PROGRAM 20,000

GARRY MARSHALL THEATRE THE

4252 W RIVERSIDE DRIVE
BURBANK,CA91505
  PC MATCHING GRANT CHALLENGE 15,000

HENRY STREET SETTLEMENT

265 HENRY ST
NEW YORK,NY10002
  PC PROJECT NAME: BOYS AND GIRLS REPUBLIC 2,500

HOPE HOUSE OF COLORADO

6475 BENTON STREET BLDG A
ARVADA,CO80003
  PC GED PROGRAM 10,000

INDEPENDENCE PASS FOUNDATION

312 AABC SUITE F
ASPEN,CO80611
  PC GENERAL OPERATING SUPPORT 6,000

ISEF FOUNDATION

520 8TH AVENUE FOURTH FLOOR
NEW YORK,NY10018
  PC MEDICAL AND BIOSCIENCES RESEARCH FELLOWSHIPS 50,000

JEWISH BIG BROTHERS BIG SISTERS OF LA

11150 WEST OLYMPIC BOULEVARD SUITE
900
LOS ANGELES,CA90064
  PC GENERAL OPERATING SUPPORT 5,000

JEWISH FEDERATION COUNCIL OF GREATER LA

6505 WILSHIRE BOULEVARD SUITE 1100
LOS ANGELES,CA90048
  PC MARCH 2022 GRANT AND GENERAL OPERATING SUPPORT 350,000

JEWISH FOUNDATION FOR THE RIGHTEOUS INC

80 MAIN STREET SUITE 380
WEST ORANGE,AL070525438
  PC RESCUER SUPPORT PROGRAM 40,000

LARADON

5100 LINCOLN STREET
DENVER,CO80216
  PC INDIVIDUAL EMPLOYMENT PROGRAM 10,000

LENOX HILL HOSPITAL

NORTHWELL HEALTH FOUNDATION 100
EAST 77TH STREET
NEW YORK,NY10075
  PC GENERAL OPERATING SUPPORT 10,000

LEO BAECK TEMPLE

1300 NORTH SEPULVEDA BOULEVARD
LOS ANGELES,CA90049
  PC GENERAL OPERATING SUPPORT, PAULINE PRICE MEMORIAL, HEROES AND ANGELS TRIBUTE, AND HAROLD PRICE MEMORIAL 107,500

LIFT-UP PITKIN COUNTY

800 RAILROAD AVENUE
RIFLE,CO81650
  PC GENERAL OPERATING SUPPORT 5,000

LINCOLN CENTER FOR THE PERFORMING ARTS

70 LINCOLN CENTER PLAZA 9TH FLOOR
NEW YORK,NY10023
  PC GENERAL OPERATING SUPPORT 5,000

LOS ANGELES COUNTY MUSEUM OF ART

5905 WILSHIRE BOULEVARD
LOS ANGELES,CA90036
  PC ART PROGRAMS WITH THE COMMUNITY: LACMA ON- SITE 5,000

LOS ANGELES JEWISH HOME FOR THE AGING

7150 TAMPA AVENUE
RESEDA,CA91335
  PC APRIL 2022 GRANTS - GENERAL OPERATING SUPPORT 10,000

LOS ANGELES OPERA

135 N GRAND AVE
LOS ANGELES,CA90012
  PC LA OPERA'S EDUCATION AND SENIOR PROGRAMS 25,000

LOS ANGELES POLICE MEMORIAL FOUNDATION

1880 NORTH ACADEMY DRIVE
LOS ANGELES,CA90012
  PC SCHOLARSHIP FUND 5,000

LOS ANGELES REGIONAL FOODBANK

1734 EAST 41ST STREET
VERNON,CA90058
  PC GENERAL OPERATING SUPPORT 50,000

MANNA FOODBANK INC

627 SWANNANOA RIVER RD
ASHEVILLE,NC28805
  PC GENERAL OPERATING SUPPORT 60,000

MEALS ON WHEELS - DENVER

2660 LARIMER STREET
DENVER,CO80205
  PC MEALS ON WHEELS PROGRAM 50,000

MOUNTAIN RESCUE-ASPEN INC

37925 HIGHWAY 82
ASPEN,CO81611
  PC GENERAL OPERATING SUPPORT 1,000

MUSIC CENTER OF LOS ANGELES COUNTY THE

135 NORTH GRANDE AVENUE
LOS ANGELES,CA90012
  PC THE MUSIC CENTER ARTS EDUCATION PROGRAMS 10,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET NORTHWEST SUITE 550
WASHINGTON,DC20006
  PC ANNUAL CONTRIBUTION 1,000

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET
NEW YORK,NY10011
  PC GENERAL OPERATING SUPPORT 25,000

NEW YORK AND PRESBYTERIAN HOSPITAL

850 THIRD AVENUE 12TH FLOOR
NEW YORK,NY10022
  PC NYP/WC 10,000

NEW YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10024
  PC GENERAL OPERATING SUPPORT 5,000

OAKWOOD SCHOOL

11600 MAGNOLIA BOULEVARD
LOS ANGELES,CA91601
  PC SOLAR PANELS AND ANNUAL FUND 60,000

ONEGENERATION

17400 VICTORY BLVD
NUYS,CA91406
  PC GRANDPARENTS AS PARENTS - GENERAL SUPPORT 10,000

PANTAGES THEATRE

6233 HOLLYWOOD BOULEVARD
LOS ANGELES,CA90028
  PC PRESIDENT'S CLUB - PRODUCER LEVEL 11,378

PEOPLE CONCERN THE

2116 ARLINGTON AVENUE SUITE 100
LOS ANGELES,CA90018
  PC SOJOURN PROJECT 10,000

PITKIN COUNTY LIBRARY

120 NORTH MILL STREET
ASPEN,CO81611
  PC GENERAL OPERATING SUPPORT 3,000

PLANNED PARENTHOOD LOS ANGELES

400 WEST 30TH STREET
LOS ANGELES,CA90007
  PC GENERAL OPERATING SUPPORT 5,000

PLANNED PARENTHOOD OF NEW YORK CITY

26 BLEECKER STREET
NEW YORK,NY10012
  PC GENERAL OPERATING SUPPORT 5,000

PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS

7155 EAST 38TH AVENUE
DENVER,CO80207
  PC GLENWOOD SPRINGS HEALTH CENTER 5,000

POPULATION CONNECTION

2120 L STREET NORTHWEST
WAHINGTON,DC20037
  PC POPULATION CONNECTION GENERAL OPERATING SUPPORT 15,000

REGENTS OF THE UNIVERSITY OF COLORADO

1800 NORTH GRANT STREET SUITE 600
DENVER,CO802031148
  PC ISHARES TR MIDCAP 400 EQUITIES & CASH DONATED TO REGENTS OF THE UNIVERSITY OF COLORADO 100,000

RESPONSE HELP FOR BATTERED WOMEN

405 CASTLE CREEK ROAD SUITE 203
ASPEN,CO81612
  PC GENERAL OPERATING SUPPORT 15,000

ROCKY MOUNTAIN PBS - KRMA CHANNEL 6

2101 ARAPAHOE ST
DENVER,CO80205
  PC GENERAL OPERATING SUPPORT 5,000

SABAN COMMUNITY CLINIC

8405 BEVERLY BOULEVARD
LOS ANGELES,CA90048
  PC GENERAL OPERATING SUPPORT 20,000

SACRAMENTO FOOD BANK & FAMILY SERVICES

3333 THIRD AVENUE
SACRAMENTO,CA95817
  PC GENERAL OPERATING SUPPORT 60,000

SAFEHOUSE DENVER

1649 NORTH DOWNING STREET
DENVER,CO80218
  PC GENERAL OPERATING SUPPORT 15,000

SALVATION ARMY - SOUTHERN CATHE

16941 KEEGAN AVE
CARSON,CA90746
  PC SIEMON FAMILY YOUTH & COMMUNITY CENTER 10,000

SEA SHEPHERD AUSTRALIA LIMITED

2 ANN ST PO BOX 1215
WILLIAMSTOWN,AUSTRALIA3016
AS
  PC GENERAL OPERATING SUPPORT 30,000

SEAL FAMILY FOUNDATION

300 CALSBAD VILLAGE DRIVE STE
108A-361
CARLSBAD,CA92008
  PC GENERAL OPERATING SUPPORT 5,000

SECOND NURTURE

2389 MAIN STREET STE 100
GLASTONBURY,CT06033
  PC GENERAL OPERATING SUPPORT 25,000

SHINING STARS FOUNDATION

24 COUNTY ROAD 524
TABERNASH,CO80478
  PC PEDIATRIC CANCER FAMILY WELLNESS PROGRAM SIBLING CARE / SUPPORT FOR SIBLINGS OF PEDIATRIC CANCER... 5,000

SOLOMON R GUGGENHEIM FOUNDATION

1071 FIFTH AVENUE
NEW YORK,NY10128
  PC GENERAL OPERATING SUPPORT 10,000

SOUTHERN POVERTY LAW CENTER INC

400 WASHINGTON AVENUE
MONTGOMERY,AL36104
  PC GENERAL OPERATING SUPPORT 40,000

STANFORD UNIVERSITY

655 KNIGHT WAY
STANFORD,CA943057298
  PC ANNUAL FUND CONTRIBUTION 5,000

SWIPE OUT HUNGER

3751 MOTOR AVE PO 34425
LOS ANGELES,CA90034
  PC GENERAL OPERATING SUPPORT 5,000

TEACH FOR AMERICA - LOS ANGELES

606 S OLIVE STREET SUITE 300
LOS ANGELES,CA90014
  PC GENERAL OPERATING SUPPORT 10,000

TEMPLE BETH HILLEL

12326 RIVERSIDE DRIVE
VALLEY VILLAGE,CA916073608
  PC 75TH ANNIVERSARY 75,000

UCLA - BOOTCAMP FOR VETERANS

110 WESTWOOD PLAZA SUITE C305
LOS ANGELES,CA900951481
  PC ENTREPRENEURSHIP BOOTCAMP FOR VETERANS (61860C) 25,000

UCLA FOUNDATION

110 WESTWOOD PLAZA SUITE C305
LOS ANGELES,CA900951481
  PC JOHN WOODEN ATHLETIC FUND, OSBORNE INNOVATION FUND #90719Q, ISHARES TR MIDCAP 400 EQUITIES & CASH DONATED TO UCLA FOUNDATION, WOMEN OF WESTWOOD FUND, AND ISHARES TR MIDCAP 400 EQUITIES & CASH DONATED TO UCLA FOUNDATION 1,245,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PLACE
SOUTHWEST
WASHINGTON,DC20024
  PC GENERAL OPERATING SUPPORT 5,000

UNIVERSITY OF CALIFORNIA IRVINE FOUNDAT

100 THEORY SUITE 250
IRVINE,CA92617
  PC DEAN'S HIGHEST NEEDS - SOCIAL SCIENCE 5,000

UNIVERSITY OF CALIFORNIA LOS ANGELES

110 WESTWOOD PLAZA SUITE F405
LOS ANGELES,CA900951481
  PC UCLA - FELLOWSHIP SUPPORT 10,650

UNIVERSITY OF COLORADO FOUNDATION

1800 GRANT STREET SUITE 725
DENVER,CO80301
  PC UCB PARENT FUND - MARCH 2022 GRANT 5,000

UNIVERSITY OF COLORADOGUARDIAN SCHOLARS

1800 GRANT STREET SUITE 725
DENVER,CO80301
  PC GUARDIAN SCHOLARS SCHOLARSHIP SUPPORT 20,000

UNIVERSITY OF WASHINGTON FOUNDATION

PACCAR HAL 4273 E STEVENS WAY NE
SEATTLE,WA981953200
  PC BRADFORD-OSBORNE FACULTY RESEARCH AWARD ENDOWMENT 25,000

VISITING NURSE ASSOC & HOSPICE OF SC

2151 EAST CONVENTION CENTER WAY
SUITE 100
ONTARIO,CA91764
  PC GENERAL OPERATING SUPPORT 10,000

WOMEN FOUNDERS NETWORK

741 ILIFF STREET
PACIFIC PALISADES,CA90272
  PC 2022 GRANT 10,000

WORKSHOP IN BUSINESS OPPORTUNITIES

411 LAFAYETTE STREET 6TH FLOOR
NEW YORK,NY10003
  PC GENERAL OPERATING SUPPORT 50,000

YESHIVA KETANA

12131 BURBANK BOULEVARD
VALLEY VILLAGE,CA91607
  PC GENERAL OPERATING SUPPORT 5,000
Total .................................right arrow 3a 4,104,868
bApproved for future payment

ASPEN MUSIC FESTIVAL AND SCHOOL
222 MUSIC SCHOOL ROAD
ASPEN,CO81611
  PC GENERAL OPERATING SUPPORT 165,000

BRIDGING BIONICS
455 GOLD RIVERS COURT
BASALT,CO81621
  PC GENERAL OPERATING SUPPORT 125,000

BUDDY PROGRAM
110 EAST HALLAM SUITE 125
ASPEN,CO81611
  PC GLENWOOD SPRINGS 4 YEAR CAMPAIGN 100,000

DE TOLEDO HIGH SCHOOL
22622 VANOWEN STREET
LOS ANGELES,CA91307
  PC TUITION ASSISTANCE 65,000

HARVARD-WESTLAKE HS
700 N FARING ROAD
LOS ANGELES,CA90077
  PC GENERAL OPERATING SUPPORT 200,000

OAKWOOD SCHOOL
11600 MAGNOLIA BOULEVARD
LOS ANGELES,CA91601
  PC CAMPAIGN CAMPUS IMPROVEMENTS 3,000,000

SEA SHEPHERD
2 ANN ST PO BOX 1215
WILLIAMSTOWN,AUSTRALIA3016
AS
  PC CAMPAIGN PURCHASE NEW BOAT AND TOWING EQUIPMENT 150,000

UCLA
110 WESTWOOD PLAZA SUITE C305
LOS ANGELES,CA900951481
  PC HAROLD & PAULINE PRICE CENTER FOR ENTREPRENEURIAL STUDIES IN HONOR OF DR. AL OSBORNE 3,000,000
Total ................................. right arrow 3b 6,805,000
Form 990-PF (2022)
Form 990-PF (2022)
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 ...........
    14 290,189  
4 Dividends and interest from securities ....     14 1,155,881  
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 ..... 900099 120,475 01 1,226,630  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -17,821  
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) .. 120,475 2,654,879 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,775,354
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 26,250 2,625   23,625

TY 2022 CashDeemedCharitableExplnStmt
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
Explanation:
IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $4,126,688 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $105,964,6682. 1.5% OF LINE 1: $1,589,4703. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $3,986,602 (12/31/20); $4,013,153 (12/31/21); AND $4,380,308 (12/31/22) FOR AN AVERAGE OF $4,126,688 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES.

TY 2022 InvestmentsCorpBondsSchedule
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 106,019 96,930
AIR LEASE CORP 99,082 100,032
AMAZON.COM INC 104,808 96,314
AMERICAN EXPRESS CO 109,959 107,800
AMERICAN HONDA FINANCE 110,026 107,731
BANK OF AMERICA CORP 105,139 100,251
BANK OF MONTREAL 109,831 102,783
BP CAP MARKETS AMERICA 99,633 85,996
CANADIAN IMPERIAL BANK 103,390 0
CHARLES SCHWAB CORP 110,539 96,547
CHEVRON USA INC 109,221 99,522
CITIGROUP INC 115,882 105,619
COMCAST CORP 122,075 105,563
D.R. HORTON INC 59,814 49,994
DTE ENERGY CO 110,358 108,244
ELECTRONIC ARTS INC 87,541 84,694
ENERGY TRANSFER PARTNERS 107,600 93,692
FLORIDA POWER & LIGHT CO 80,000 79,260
GENERAL MOTORS FINL CO 72,804 66,227
GENERAL MOTORS FINL CO 37,172 33,981
HCA INC 104,363 99,452
HP ENTERPRISE CO 104,057 94,053
JPMORGAN CHASE & CO 51,056 47,503
JPMORGAN CHASE & CO 51,408 42,591
MCDONALD'S CORP 99,546 94,894
MOODY'S CORPORATION 99,854 93,520
MORGAN STANLEY 165,247 144,850
OMNICOM GROUP INC 45,693 41,281
PAYPAL HOLDINGS INC 96,004 82,721
PIONEER NATURAL RESOURCE 104,012 102,481
PUB SVC NEW HAMP 106,063 103,637
PUBLIC STORAGE 110,017 94,481
ROPER TECHNOLOGIES INC 35,491 28,620
ROSS STORES INC 107,676 99,245
SAN DIEGO G&E 86,830 84,109
SHERWIN-WILLIAMS CO 75,544 68,300
T-MOBILE USA INC 84,422 71,714
TOYOTA MOTOR CREDIT CORP 103,711 102,022
UNION PACIFIC CORP 32,938 27,889
VALERO ENERGY CORP 110,016 104,730

TY 2022 InvestmentsCorpStockSchedule
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES S&P SMCAP 600 INDEX 3,270,630 4,107,092
ISHARES TR S&P 500 INDEX 47,542,675 63,978,649
ISHARES TR S&P MIDCAP 400 5,163,723 6,866,773
VANGUARD RUSSELL 1000 GROW 997,004 942,552

TY 2022 InvestmentsGovtObligationsSch
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
US Government Securities - End of Year Book Value:

6,937,667
US Government Securities - End of Year Fair Market Value:

6,466,585
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2022 InvestmentsOtherSchedule2
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CARLYLE REALTY PARTNERS VII, AT COST 90,274 362,921
COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI, LP AT COST 242,455 90,244
COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS VIII, LP AT COST 979,836 981,539
COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS VII, LP AT COST 0 536,003
COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VII, LP AT COST 144,487 535,311
GEM REALTY FUND VI, LP AT COST 424,705 439,869
LANDMARK EQUITY PARTNER XV, LP AT COST 141,015 79,399
LEGACY VENTURE VI (QP), LLC AT COST 517,435 1,840,736
OHA STRATEGIC CREDIT FUND II (OFFSHORE), LP AT COST 558,300 592,740
PARK STREET CAPITAL NATURAL RESOURCE FUND V, LP AT COST 459,448 613,783
WCAS XII-ASTRO LP AT COST 49,557 87,620
WELSH, CARSON, ANDERSON & STOWE XII, LP AT COST 948,350 1,676,754

TY 2022 LegalFeesSchedule
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 49,746 4,975   44,772


TY 2022 OtherAssetsSchedule
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED DIVIDENDS   6,487 6,487


TY 2022 OtherDecreasesSchedule
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
Description Amount
NONDEDUCTIBLE EXPENSES 8,266


TY 2022 OtherExpensesSchedule
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE EXPENSES 9,122 0   9,122
K-1 EXPENSES 116,569 116,569   0


TY 2022 OtherIncomeSchedule2
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 PASS-THROUGH INCOME 1,126,262 1,126,262 1,126,262
OTHER INCOME - PFIC (FROM K-1) 100,364 100,364 100,364
STATE TAX REFUND 4 0 4
K-1 PASS-THROUGH INCOME (UBI) 120,475 0 120,475


TY 2022 OtherIncreasesSchedule
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
Description Amount
UNREALIZED GAIN ON DONATED SECURITIES TO RECIPIENTS 378,098


TY 2022 OtherProfessionalFeesSchedule
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 296,418 296,418   0
CUSTODY SERVICE FEES 1,305 1,305   0
OTHER PROFESSIONAL FEES 50,092 5,009   45,083
ONLINE GRANTS MANAGEMENT 3,500 0   3,500
ADMINISTRATIVE SUPPORT 850 85   765
MANAGEMENT FEES 137,500 13,750   123,750


TY 2022 TaxesSchedule
Name:
THE LOUIS & HAROLD PRICE FOUNDATION
EIN:
13-6121358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL 30,000 0   0
K-1 FOREIGN TAX WITHHOLDING 1,346 1,346   0
OTHER 111 0   0
STATE 2,130 2,130   0