Private Foundation

GOLDSMITH FAMILY CHARITABLE TRUST

GOLDSMITH FAMILY CHARITABLE TRUST is a Private Foundation headquartered in BEVERLY HILLS, CA. Financial data from the 2022 filing: $65K revenue, $65K expenses. IRS filings disclose 85 grants awarded by this foundation, totaling roughly $6.7M.

EIN: 474884118 BEVERLY HILLS, CA General Support NTEE: DEFAULT Latest filing: 2022

Total Revenue$65K

Total Expenses$65K

Grants Given85

Grant Total$6.7M

Filing Years2018–2022

Sample Grants Given

JEWISH COMMUNITY FOUNDATION OF GREATER LOS ANGELES

LOS ANGELES, CA · 2020

PUBLIC SUPPORT OF ORGANIZATION MISSION

$2,477,086

JEWISH COMMUNITY FOUNDATION OF GREATER LOS ANGELES

LOS ANGELES, CA · 2020

(1) DESCRIPTION: 17,200 SHARES OF ROYAL BANK OF CANADA SECURITIES (2) BOOK VALUE: $193,415 (3) METHOD USED TO DETERMINE BOOK VALUE: DONOR'S CARRYOVER BASIS. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES were DONATED. (5) DATE OF THE GIFT: 09/16/2021 (6) PURPOSE: PUBLIC SUPPORT OF ORGANIZATION MISSION

$2,230,066

JEWISH COMMUNITY FOUNDATION OF GREATER LOS ANGELES

LOS ANGELES, CA · 2020

(1) DESCRIPTION: 1,202 SHARES OF VANGUARD INDEX FUND S&P 500 ETF SECURITIES (2) BOOK VALUE: $479,813 (3) METHOD USED TO DETERMINE BOOK VALUE: PURCHASE PRICE. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 09/16/2021 (6) PURPOSE: PUBLIC SUPPORT OF ORGANIZATION MISSION

$493,072

JEWISH COMMUNITY FOUNDATION OF GREATER LOS ANGELES

LOS ANGELES, CA · 2020

(1) DESCRIPTION: 3,215 SHARES OF ISHARES TRUST CORE MSCI EAFE ETF SECURITIES (2) BOOK VALUE: $240,073 (3) METHOD USED TO DETERMINE BOOK VALUE: PURCHASE PRICE. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 09/16/2021 (6) PURPOSE: PUBLIC SUPPORT OF ORGANIZATION MISSION

$249,066

JEWISH COMMUNITY FOUNDATION OF GREATER LOS ANGELES

LOS ANGELES, CA · 2020

(1) DESCRIPTION: 2,680 SHARES OF VANGUARD RUSSELL 2000 Index Fund ETF SECURITIES (2) BOOK VALUE: $240,033 (3) METHOD USED TO DETERMINE BOOK VALUE: PURCHASE PRICE. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 09/16/2021 (6) PURPOSE: PUBLIC SUPPORT OF ORGANIZATION MISSION

$240,061

Showing up to 5 of 85 total records — full history available with membership.

Officers & Directors

TRUSTEE Anne Goldsmith

TRUSTEE Brian Goldsmith

TRUSTEE Claire Goldsmith

TRUSTEE Kathryn Goldsmith

Officer compensation and complete director data available with membership.

Top Grant Purposes

PUBLIC SUPPORT OF ORGANIZATION MISSION

$2,477,086 1 grant

(1) DESCRIPTION: 17,200 SHARES OF ROYAL BANK OF CANADA SECURITIES (2) BOOK VALUE: $193,415 (3) METHOD USED TO DETERMINE BOOK VALUE: DONOR'S CARRYOVER BASIS. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES were DONATED. (5) DATE OF THE GIFT: 09/16/2021 (6) PURPOSE: PUBLIC SUPPORT OF ORGANIZATION MISSION

$2,230,066 1 grant

(1) DESCRIPTION: 7,100 SHARES OF ROYAL BANK OF CANADA SECURITIES (2) BOOK VALUE: $74,700 (3) METHOD USED TO DETERMINE BOOK VALUE: DONOR'S CARRYOVER BASIS (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED (5) DATE OF THE GIFT: 12/07/2018 (6) PURPOSE: General Support

$509,212 1 grant

(1) DESCRIPTION: 1,202 SHARES OF VANGUARD INDEX FUND S&P 500 ETF SECURITIES (2) BOOK VALUE: $479,813 (3) METHOD USED TO DETERMINE BOOK VALUE: PURCHASE PRICE. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 09/16/2021 (6) PURPOSE: PUBLIC SUPPORT OF ORGANIZATION MISSION

$493,072 1 grant

(1) DESCRIPTION: 3,215 SHARES OF ISHARES TRUST CORE MSCI EAFE ETF SECURITIES (2) BOOK VALUE: $240,073 (3) METHOD USED TO DETERMINE BOOK VALUE: PURCHASE PRICE. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 09/16/2021 (6) PURPOSE: PUBLIC SUPPORT OF ORGANIZATION MISSION

$249,066 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2022	$65K	$65K	—
2021	$3.0M	$6.0M	—
2020	$167K	$38K	$934K
2019	$164K	$570K	$805K
2018	$186K	$73K	$776K

Between 2018 and 2022, reported annual revenue declined from $186K to $65K (-65%).

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CT, DC, FL, GA, IL, and 4 other states.

CACTDCFLGAILINLAMAMD

Full geographic grant map with state-by-state breakdown available with membership.

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports