Form 990-PF · public record

GOLDHIRSH FOUNDATION

EIN 27-2824140 · tax year January 1, 2024 to December 31, 2024

Part X · Distributable Amount

LineAs printed on the formAs filed
1Minimum investment return from Part IX, line 6$2,800,928
2cAdd lines 2a (tax on investment income from Part V) and 2b (income tax)$9,526
4Recoveries of amounts treated as qualifying distributions$0
6Deduction from distributable amount$0
7Distributable amount as adjusted. Subtract line 6 from line 5. Also enter on Part XII, line 1$2,791,402

Part XI · Qualifying Distributions

LineAs printed on the formAs filed
4Qualifying distributions. Add lines 1a through 3b$6,310,070

Part XII · Undistributed Income

LineAs printed on the formAs filed
1Distributable amount for 2024 from Part X, line 7$2,791,402
2aUndistributed income, if any, as of the end of 2024: amount for 2023 only$0
2bUndistributed income, if any, as of the end of 2024: total for prior years$0
3aExcess distributions carryover, if any, to 2024: from 2019$903,825
3bExcess distributions carryover, if any, to 2024: from 2020$268,744
3cExcess distributions carryover, if any, to 2024: from 2021Blank
3dExcess distributions carryover, if any, to 2024: from 2022$1,109,051
3eExcess distributions carryover, if any, to 2024: from 2023$3,233,832
3fTotal of lines 3a through e$5,515,452
4Qualifying distributions for 2024 from Part XI, line 4$6,310,070
4aApplied to 2023, but not more than line 2a$0
4bApplied to undistributed income of prior years (election required)$0
4cTreated as distributions out of corpus (election required)$0
4dApplied to 2024 distributable amount$2,791,402
4eRemaining amount distributed out of corpus$3,518,668
5 (a)Excess distributions carryover applied to 2024, column (a)$0
5 (d)Excess distributions carryover applied to 2024, column (d)$0
6aCorpus. Add lines 3f, 4c, and 4e. Subtract line 5$9,034,120
6bPrior years' undistributed income. Subtract line 4b from line 2b$0
6cPrior 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
6dSubtract line 6c from line 6b$0
6eUndistributed income for 2023. Subtract line 4a from line 2a$0
6fUndistributed income for 2024. Subtract lines 4d and 5 from line 1$0
7Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (election may be required)$0
8Excess distributions carryover from 2019 not applied on line 5 or line 7$903,825
9Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a$8,130,295
10aAnalysis of line 9: excess from 2020$268,744
10bAnalysis of line 9: excess from 2021Blank
10cAnalysis of line 9: excess from 2022$1,109,051
10dAnalysis of line 9: excess from 2023$3,233,832
10eAnalysis of line 9: excess from 2024$3,518,668

Recomputed from the return the IRS published, the minimum investment return, the excise tax and the distributable amount agree with the return as filed.

Under section 4942, income undistributed for the year ended December 31, 2024 is to be distributed by December 31, 2025, the last day of the following tax year.

Sources

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