MAUD AND BURTON GOLDFIELD FAMILY FOUNDATION CORPORATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MAUD AND BURTON GOLDFIELD FAMILY FOUNDATION CORPORATION (EIN 83-0622000)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-25
- IRS object ID
- 202501159349101600
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-25T08:09:09-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830622000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maud and Burton Goldfield Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MAUD | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAUD CAROL GOLDFIELD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,466,860 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,936,271 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29,954 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,954 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $859,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $859,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,485,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,582,642 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,957,880 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,472,504 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $62,048 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,048 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $74,041 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $50,617 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $50,617 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $186,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,048 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,617 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,071,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,071,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,257,706 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,048 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,121,617 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,700,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,410,456 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,793,825 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,367,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,367,821 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3,415 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $7,944,099 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,093,477 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,249,833 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,971,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,951,613 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,849,206 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $25,712,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,412,911 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,466,860 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $25,712,737 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,412,911 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,712,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,412,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,712,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,412,911 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,712,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,700,174 | ExcessRevenueOverExpensesAmt |
| Subtotal | $27,412,911 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $27,412,911 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $7,485,135 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,902,493 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,582,642 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,582,642 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,582,642 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,305 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $61,305 | SubtotalAmt |
| Tax Based On Investment Income | $61,305 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $55,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $200 | EsPenaltyAmt |
| Tax Due | $5,605 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Alec Thunder Goldfield | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Burton M Goldfield | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Maud Carol Goldfield | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec | 2.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Mercer Advisors | |||||
| 1200 17TH ST STE 500 | DENVER | CO | 80202 | Investment Mgmt | $62,048 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $50,397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,009,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,119,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,129,576 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,129,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $421,944 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,707,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,385,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,385,382 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,305 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,305 | TotalTaxAmt |
| Distributable Before Adj | $1,324,077 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,324,077 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,324,077 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,121,617 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,121,617 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,324,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,105,468 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,121,617 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,105,468 | AppliedToYear1Amt |
| Applied To Current Year | $16,149 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,307,928 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN PARKS FOUNDATION OF AMERICA | |||||||
| 2020 PENNSYLVANIA AVE NW 254 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $5,000 |
| AKASHINGA INC | |||||||
| 100 N 18TH ST STE 300 | PHILADELPHIA | PA | 19103 | N/A | PC | General & Unrestricted | $10,000 |
| ALL ABOUT THE PAWZ | |||||||
| 87 S FOUR MILE RUN RD | YOUNGSTOWN | OH | 44515 | N/A | PC | General & Unrestricted | $1,000 |
| ANIMAL WELFARE INSTITUTE | |||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $10,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $100,000 |
| COLLEGE TRACK | |||||||
| 117 BROADWAY AVE | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $50,000 |
| COLORECTAL CANCER ALLIANCE INC | |||||||
| 1025 VERMONT AVE NW STE 1066 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| CP EXTENSION INC | |||||||
| 90 W ST APT 9J | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $2,500 |
| ELIZABETH F GAMBLE GARDEN | |||||||
| 1431 WAVERLEY ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $20,000 |
| FOUNDERS FIRST COMMUNITY DEVELOPMENT CORPORATION I | |||||||
| 10755 SCRIPPS POWAY PKWY 202 | SAN DIEGO | CA | 92131 | N/A | PC | General & Unrestricted | $2,500 |
| FRIENDS OF GREAT SALT LAKE | |||||||
| 150 S 600 EAST STE 5D | SALT LAKE CTY | UT | 84102 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF THE DESERT MOUNTAINS | |||||||
| 51500 STATE HWY 74 | PALM DESERT | CA | 92260 | N/A | PC | General & Unrestricted | $15,000 |
| GOOD SPORTS INC | |||||||
| 1515 WASHINGTON ST STE 300 | BRAINTREE | MA | 02184 | N/A | PC | General & Unrestricted | $2,500 |
| JMT WILDERNESS CONSERVANCY | |||||||
| 2120 AVY AVE | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $5,000 |
| LEVEL ME UP FOUNDATION | |||||||
| 36748 BRAKEN WAY | LAKE ELSINORE | CA | 92532 | N/A | PC | General & Unrestricted | $2,000 |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | MVLA Scholars Fund | $25,000 |
| MERCY FOR ANIMALS | |||||||
| 8033 SUNSET BLVD STE 864 | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $30,000 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $1,000 |
| MOONSONG MALAMUTE RESCUE INC | |||||||
| PO BOX 5095 | BOISE | ID | 83705 | N/A | PC | General & Unrestricted | $20,000 |
| MOUNTAIN SEED FOUNDATION | |||||||
| 14737 PICKETS POST RD | CENTREVILLE | VA | 20121 | N/A | PC | General & Unrestricted | $2,000 |
| MOUNTAIN TRAILS FOUNDATION INC | |||||||
| PO BOX 754 | PARK CITY | UT | 84060 | N/A | PC | General & Unrestricted | $100,000 |
| NATIONAL ABILITY CENTER | |||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | N/A | PC | General & Unrestricted | $2,500 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $15,000 |
| NATIVE RENEWABLES INC | |||||||
| 3111 N CADEN CT STE 130 | FLAGSTAFF | AZ | 86004 | N/A | PC | General & Unrestricted | $5,000 |
| NEWS LITERACY PROJECT INC | |||||||
| 5335 WISCONSIN AVE NW SUITE 440 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $2,500 |
| NOVACOMM | |||||||
| 5015 SHOREHAM PLACE STE 150 | SAN DIEGO | CA | 92122 | N/A | SO I | General & Unrestricted | $10,000 |
| NUZZLES & CO | |||||||
| 6466 HIGH VIEW RD | PEOA | UT | 84061 | N/A | PC | General & Unrestricted | $10,000 |
| PALO ALTO HUMANE SOCIETY | |||||||
| PO BOX 60715 | PALO ALTO | CA | 94306 | N/A | PC | To support the Barron Park Donkeys and their continuing medical care | $2,500 |
| PARK CITY AQUATIC TEAM BOOSTERS INC | |||||||
| 485 CRESTVIEW DR | PARK CITY | UT | 84098 | N/A | PC | General & Unrestricted | $5,000 |
| PARK CITY CONSERVATION ASSOCIATION | |||||||
| 1951 WOODBINE WAY | PARK CITY | UT | 84060 | N/A | PC | General & Unrestricted | $30,000 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | N/A | PC | Tunitas Creek Beach Project and Annual Fund | $100,000 |
| PETS IN NEED | |||||||
| 871 5TH AVE | REDWOOD CITY | CA | 94063 | N/A | PC | To establish the "Goldfield's Good Dog Club" which will support training scholarships, Board/Train for hard to place dogs, and the Red Dog Walker program so that every dog will have a chance to get out of the kennel each day | $250,000 |
| PETS IN NEED | |||||||
| 871 5TH AVE | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $5,000 |
| SILICON VALLEY SOCIAL VENTURE FUND | |||||||
| 350 TWIN DOLPHIN DR STE 103 | REDWOOD CITY | CA | 94065 | N/A | PC | General & Unrestricted | $7,500 |
| SUMMER SEARCH | |||||||
| 304 12TH ST STE 4A | OAKLAND | CA | 94607 | N/A | PC | General & Unrestricted | $5,000 |
| SUMMIT COMMUNITY GARDENS | |||||||
| PO BOX 683984 | PARK CITY | UT | 84060 | N/A | PC | General & Unrestricted | $5,000 |
| SUMMIT LAND CONSERVANCY | |||||||
| 1887 GOLD DUST LN STE 101 | PARK CITY | UT | 84060 | N/A | PC | Matching Grant for Live PC Give PC 2024 | $50,000 |
| SWEET FARM FOUNDATION | |||||||
| 210 HALL RD | HIMROD | NY | 14842 | N/A | PC | General & Unrestricted | $2,500 |
| TEAM HYDRO FOUNDATION INC | |||||||
| 295 E SWEDESFORD RD STE 157 | WAYNE | PA | 19087 | N/A | PC | General & Unrestricted | $1,000 |
| THE ELEPHANT SANCTUARY IN TENNESSEE | |||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | N/A | PC | General & Unrestricted | $5,000 |
| THE PALO ALTO COMMUNITY FUND | |||||||
| PO BOX 50634 | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $20,000 |
| THE TECH INTERACTIVE | |||||||
| 201 S MARKET ST | SAN JOSE | CA | 95113 | N/A | PC | General & Unrestricted | $10,000 |
| TONY LA RUSSAS ANIMAL RESCUE FOUNDATION | |||||||
| 2890 MITCHELL DR | WALNUT CREEK | CA | 94598 | N/A | PC | Directed towards training as well as your large do | $100,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | General & Unrestricted | $3,000 |
| WILDLIFE CONSERVATION NETWORK INC | |||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 94107 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,071,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,954 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $859,908 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $131,747 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,021,609 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,021,609 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BURTON AND MAUD GOLDFIELD TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1708 COWPER STREET | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,936,271 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | TRINET GROUP, INC TNET, 15110 sh. | NoncashPropertyDesc |
| Fair Market Value | $1,936,271 | FairMarketValueAmt |
| Received | 2024-02-29 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVANTIS US SMALL CAP EQUITY ET | $217,632 | $262,776 |
| DIMENSIONAL INTERN HIGH PROFIT | $284,358 | $298,118 |
| DIMENSIONAL INTERNATIONAL CORE | $442,995 | $490,409 |
| DIMENSIONAL INTERNATIONAL VAL | $289,068 | $306,831 |
| DIMENSIONAL US CORE EQUITY 2 E | $783,038 | $1,026,735 |
| DIMENSIONAL US HIGH PROFITABIL | $513,092 | $644,173 |
| DIMENSIONAL US MARKETWIDE VALU | $516,057 | $606,885 |
| ISHARES BARCLAYS US AGGREGATE | $2,297,534 | $2,228,700 |
| ISHARES EDGE MSCI INTL MOMENTU | $266,963 | $302,304 |
| ISHARES MSCI USA MOMENTUM FACT | $475,370 | $658,213 |
| VANGUARD FTSE DEVELOPED MARKET | $443,033 | $482,695 |
| VANGUARD S&P 500 ETF | $768,443 | $1,038,826 |
| VANGUARD SHORT TERM CORPORATE | $3,334,956 | $3,251,924 |
| VANGUARD SM-CAP ETF | $229,536 | $293,862 |
| VANGUARD ST BOND ETF | $3,005,266 | $2,900,561 |
| VANGUARD TOTAL INTL BD IDX ETF | $1,084,272 | $1,056,194 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,093,477 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,249,833 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $50,397 | $50,397 |
| Postage/Delivery Service | $195 | $195 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $62,048 | Amt |
| Net Investment Income | $62,048 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $55,900 |
| 990-PF Excise Tax for 2023 | $18,141 |