Goldsmith Family Charitable Trust
EIN 474884118Total Given 2018–2021
$6.0M
29 grants · $1.5M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$1K
typical micro grants · $250–$12K
grant size
0%
transactional · single-year
repeat
$4.0M
Assets (2020)
23
Distinct Recipients
About
THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. DURING THE SEPTEMBER 30, 2021 TAX YEAR, THE GOLDSMITH FAMILY CHARITABLE TRUST MADE DISTRIBUTIONS OF $2,990,662 FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENTED 74.61% OF THE GOLDSMITH FAMILY CHARITABLE TRUST'S NET ASSETS OF $4,008,161 (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF THE SEPTEMBER 30, 2021 TAX YEAR. PLEASE SEE FORM 990-PF PAGE 1 AND ATTACHMENT 10 FOR DETAIL OF THE DISTRIBUTIONS MADE. DISTRIBUTIONS FROM SOURCES OTHER THAN CURRENT INCOME: TOTAL DISTRIBUTIONS OF ASSETS $ 5,958,523 LESS: CURRENT INCOME - $ 2,967,861 TOTAL DISTRIBUTIONS FROM OTHER SOURCES $ 2,990,662
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(805) 374-8555
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $38K | $4.9M | $186K | 19 |
| 2020 | $1K | $4.0M | $167K | 3 |
| 2021 | $5.9M | $0 | $3.0M | 7 |
| 2022 | N/A | $0 | $65K | N/A |
Grant Size Distribution
Based on 29 grants on record
Minimum
$31
25th Pctl
$250
Median
$1K
Average
$206K
75th Pctl
$12K
Maximum
$2.5M
Geographic Distribution
Officers & Directors
KG
Kathryn Goldsmith
2 yrs
Trustee
AG
Anne Goldsmith
Trustee
CG
Claire Goldsmith
2 yrs
Trustee
BG
Brian Goldsmith
2 yrs
Trustee
KG
Kathryn Goldsmith
2 yrs
Trustee
CG
Claire Goldsmith
2 yrs
Trustee
BG
Brian Goldsmith
2 yrs
Trustee
EG
Elaine Goldsmith
3 yrs
Settlor and Trustee
EG
Elaine Goldsmith
3 yrs
Settlor and Trustee
EG
Elaine Goldsmith
3 yrs
Settlor and Trustee
Grants Awarded (29 total)
| Purpose | ||||
|---|---|---|---|---|
| Jewish Community Foundation of Greater Los Angeles | Los Angeles, CA | $2,477,086 | PUBLIC SUPPORT OF ORGANIZATION MISSION | 2021 |
| Jewish Community Foundation of Greater Los Angeles | Los Angeles, CA | $2,230,066 | (1) DESCRIPTION: 17,200 SHARES OF ROYAL BANK OF CANADA SECURITIES (2) BOOK VALUE: $193,415 (3) METHOD USED TO... | 2021 |
| Jewish Community Foundation of Greater Los Angeles | Los Angeles, CA | $493,072 | (1) DESCRIPTION: 1,202 SHARES OF VANGUARD INDEX FUND S&P 500 ETF SECURITIES (2) BOOK VALUE: $479,813 (3) METHOD... | 2021 |
| Jewish Community Foundation of Greater Los Angeles | Los Angeles, CA | $249,066 | (1) DESCRIPTION: 3,215 SHARES OF ISHARES TRUST CORE MSCI EAFE ETF SECURITIES (2) BOOK VALUE: $240,073 (3) METHOD... | 2021 |
| Jewish Community Foundation of Greater Los Angeles | Los Angeles, CA | $240,061 | (1) DESCRIPTION: 2,680 SHARES OF VANGUARD RUSSELL 2000 Index Fund ETF SECURITIES (2) BOOK VALUE: $240,033 (3) METHOD... | 2021 |
| Jewish Community Foundation of Greater Los Angeles | Los Angeles, CA | $121,417 | (1) DESCRIPTION: 756 SHARES OF ISHARES RUSSELL 1000 VALUE ETF SECURITIES (2) BOOK VALUE: $119,981 (3) METHOD USED TO... | 2021 |
| Jewish Community Foundation of Greater Los Angeles | Los Angeles, CA | $116,535 | (1) DESCRIPTION: 1,848 SHARES OF ISHARES INC CORE MSCI EMERGING MARKETS ETF SECURITIES (2) BOOK VALUE: $120,087 (3)... | 2021 |
| Otis College of Art and Design | Los Angeles, CA | $12,500 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| Wilshire Blvd Temple | Los Angeles, CA | $7,220 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| American Friend of the Israel Philharmonic Orchestra | New York, NY | $5,000 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| The Music Center | Los Angeles, CA | $3,500 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| Larc Foundation | Saugus, CA | $3,000 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| People for the America Way Foundation | Washington, DC | $2,000 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| Friends of the Beverly Hills Public Library | Beverly Hills, CA | $1,000 | General Support | 2020 |
| Planned Parenthood | Los Angeles, CA | $1,000 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| Vista Del Mar | Los Angeles, CA | $1,000 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| Los Angeles County Museum of Art-Lacma | Los Angeles, CA | $600 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| La County Police Canine Association | Santa Monica, CA | $500 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| The Boys and Girls Club of Venice | Venice, CA | $500 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| Bhpoa Benevolent Fund | Beverly Hills, CA | $375 | General Support | 2020 |
| Beverly Hills Police Officers Benevolent Fund | Beverly Hills, CA | $300 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| Concern Foundation | Los Angeles, CA | $250 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| Four Paws | Boston, MA | $100 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| Tiger Preservation Center | Cave Junction, OR | $100 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |
| Hammer Museum | Los Angeles, CA | $75 | TO FURTHER THE CHARITY'S PURPOSE | 2018 |