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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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-25T08:09:09-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830622000EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Maud and Burton Goldfield Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMAUDBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMAUD CAROL GOLDFIELDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-04-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$28,466,860FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,936,271ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$29,954InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29,954InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$859,908DividendsRevAndExpnssAmt
Dividends Net Invst Incm$859,908DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$131,747NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,485,135GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,582,642CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,957,880TotalRevAndExpnssAmt
Total Net Invst Incm$4,472,504TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$62,048OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$62,048OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$74,041TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$50,617OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$50,617OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$186,706TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$62,048TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50,617TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,071,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,071,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,257,706TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$62,048TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,121,617TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,700,174ExcessRevenueOverExpensesAmt
Net Investment Income$4,410,456NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,793,825SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,367,821SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,367,821SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$3,415AcctRcvblBOYAmt
US Government Obligations BOY$7,944,099USGovernmentObligationsBOYAmt
US Government Obligations EOY$10,093,477USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$10,249,833USGovtObligationsEOYFMVAmt
Corporate Stock BOY$15,971,398CorporateStockBOYAmt
Corporate Stock EOY$14,951,613CorporateStockEOYAmt
Corporate Stock EOYFMV$15,849,206CorporateStockEOYFMVAmt
Total Assets BOY$25,712,737TotalAssetsBOYAmt
Total Assets EOY$27,412,911TotalAssetsEOYAmt
Total Assets EOYFMV$28,466,860TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$25,712,737RetainedEarningBOYAmt
Retained Earning EOY$27,412,911RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,712,737TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,412,911TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,712,737TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,412,911TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,712,737TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,700,174ExcessRevenueOverExpensesAmt
Subtotal$27,412,911SubtotalAmt
Tot Net Ast Or Fund Balances EOY$27,412,911TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$7,485,135GrossSalesPriceAmt
Cost Or Other Basis$3,902,493CostOrOtherBasisAmt
Gain Or Loss$3,582,642GainOrLossAmt
Gains Minus Excess Or Losses$3,582,642GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,582,642CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$61,305InvestmentIncomeExciseTaxAmt
Subtotal$61,305SubtotalAmt
Tax Based On Investment Income$61,305TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$55,900EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$55,900TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$200EsPenaltyAmt
Tax Due$5,605TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationCTStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Alec Thunder Goldfield
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Burton M Goldfield
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
Maud Carol Goldfield
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres, Sec2.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Mercer Advisors
1200 17TH ST STE 500DENVERCO80202Investment Mgmt$62,048
Foundation Source
55 Walls Drive 3rd FlFairfieldCT06824Administrative$50,397
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,009,747AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,119,829AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,129,576TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$28,129,576AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$421,944CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,707,632NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,385,382MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,385,382MinimumInvestmentReturnAmt
Tax Based On Investment Income$61,305TaxBasedOnInvestmentIncomeAmt
Total Tax$61,305TotalTaxAmt
Distributable Before Adj$1,324,077DistributableBeforeAdjAmt
Distributable Before Ded$1,324,077DistributableBeforeDedAmt
Distributable As Adjusted$1,324,077DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,121,617ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,121,617QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,324,077DistributableAsAdjustedAmt
Undistributed Income PY$1,105,468UndistributedIncomePYAmt
Qualifying Distributions$1,121,617QualifyingDistributionsAmt
Applied To Year1$1,105,468AppliedToYear1Amt
Applied To Current Year$16,149AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$1,307,928UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFRICAN PARKS FOUNDATION OF AMERICA
2020 PENNSYLVANIA AVE NW 254WASHINGTONDC20006N/APCGeneral & Unrestricted$5,000
AKASHINGA INC
100 N 18TH ST STE 300PHILADELPHIAPA19103N/APCGeneral & Unrestricted$10,000
ALL ABOUT THE PAWZ
87 S FOUR MILE RUN RDYOUNGSTOWNOH44515N/APCGeneral & Unrestricted$1,000
ANIMAL WELFARE INSTITUTE
900 PENNSYLVANIA AVE SEWASHINGTONDC20003N/APCGeneral & Unrestricted$10,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON RDKANABUT84741N/APCGeneral & Unrestricted$100,000
COLLEGE TRACK
117 BROADWAY AVEOAKLANDCA94612N/APCGeneral & Unrestricted$50,000
COLORECTAL CANCER ALLIANCE INC
1025 VERMONT AVE NW STE 1066WASHINGTONDC20005N/APCGeneral & Unrestricted$1,000
CP EXTENSION INC
90 W ST APT 9JNEW YORKNY10006N/APCGeneral & Unrestricted$2,500
ELIZABETH F GAMBLE GARDEN
1431 WAVERLEY STPALO ALTOCA94301N/APCGeneral & Unrestricted$20,000
FOUNDERS FIRST COMMUNITY DEVELOPMENT CORPORATION I
10755 SCRIPPS POWAY PKWY 202SAN DIEGOCA92131N/APCGeneral & Unrestricted$2,500
FRIENDS OF GREAT SALT LAKE
150 S 600 EAST STE 5DSALT LAKE CTYUT84102N/APCGeneral & Unrestricted$5,000
FRIENDS OF THE DESERT MOUNTAINS
51500 STATE HWY 74PALM DESERTCA92260N/APCGeneral & Unrestricted$15,000
GOOD SPORTS INC
1515 WASHINGTON ST STE 300BRAINTREEMA02184N/APCGeneral & Unrestricted$2,500
JMT WILDERNESS CONSERVANCY
2120 AVY AVEMENLO PARKCA94025N/APCGeneral & Unrestricted$5,000
LEVEL ME UP FOUNDATION
36748 BRAKEN WAYLAKE ELSINORECA92532N/APCGeneral & Unrestricted$2,000
LOS ALTOS COMMUNITY FOUNDATION
183 HILLVIEW AVELOS ALTOSCA94022N/APCMVLA Scholars Fund$25,000
MERCY FOR ANIMALS
8033 SUNSET BLVD STE 864LOS ANGELESCA90046N/APCGeneral & Unrestricted$30,000
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940N/APCGeneral & Unrestricted$1,000
MOONSONG MALAMUTE RESCUE INC
PO BOX 5095BOISEID83705N/APCGeneral & Unrestricted$20,000
MOUNTAIN SEED FOUNDATION
14737 PICKETS POST RDCENTREVILLEVA20121N/APCGeneral & Unrestricted$2,000
MOUNTAIN TRAILS FOUNDATION INC
PO BOX 754PARK CITYUT84060N/APCGeneral & Unrestricted$100,000
NATIONAL ABILITY CENTER
1000 ABILITY WAYPARK CITYUT84060N/APCGeneral & Unrestricted$2,500
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH ST NW STE 700WASHINGTONDC20001N/APCGeneral & Unrestricted$15,000
NATIVE RENEWABLES INC
3111 N CADEN CT STE 130FLAGSTAFFAZ86004N/APCGeneral & Unrestricted$5,000
NEWS LITERACY PROJECT INC
5335 WISCONSIN AVE NW SUITE 440WASHINGTONDC20015N/APCGeneral & Unrestricted$2,500
NOVACOMM
5015 SHOREHAM PLACE STE 150SAN DIEGOCA92122N/ASO IGeneral & Unrestricted$10,000
NUZZLES & CO
6466 HIGH VIEW RDPEOAUT84061N/APCGeneral & Unrestricted$10,000
PALO ALTO HUMANE SOCIETY
PO BOX 60715PALO ALTOCA94306N/APCTo support the Barron Park Donkeys and their continuing medical care$2,500
PARK CITY AQUATIC TEAM BOOSTERS INC
485 CRESTVIEW DRPARK CITYUT84098N/APCGeneral & Unrestricted$5,000
PARK CITY CONSERVATION ASSOCIATION
1951 WOODBINE WAYPARK CITYUT84060N/APCGeneral & Unrestricted$30,000
PENINSULA OPEN SPACE TRUST
222 HIGH STPALO ALTOCA94301N/APCTunitas Creek Beach Project and Annual Fund$100,000
PETS IN NEED
871 5TH AVEREDWOOD CITYCA94063N/APCTo 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 AVEREDWOOD CITYCA94063N/APCGeneral & Unrestricted$5,000
SILICON VALLEY SOCIAL VENTURE FUND
350 TWIN DOLPHIN DR STE 103REDWOOD CITYCA94065N/APCGeneral & Unrestricted$7,500
SUMMER SEARCH
304 12TH ST STE 4AOAKLANDCA94607N/APCGeneral & Unrestricted$5,000
SUMMIT COMMUNITY GARDENS
PO BOX 683984PARK CITYUT84060N/APCGeneral & Unrestricted$5,000
SUMMIT LAND CONSERVANCY
1887 GOLD DUST LN STE 101PARK CITYUT84060N/APCMatching Grant for Live PC Give PC 2024$50,000
SWEET FARM FOUNDATION
210 HALL RDHIMRODNY14842N/APCGeneral & Unrestricted$2,500
TEAM HYDRO FOUNDATION INC
295 E SWEDESFORD RD STE 157WAYNEPA19087N/APCGeneral & Unrestricted$1,000
THE ELEPHANT SANCTUARY IN TENNESSEE
PO BOX 393HOHENWALDTN38462N/APCGeneral & Unrestricted$5,000
THE PALO ALTO COMMUNITY FUND
PO BOX 50634PALO ALTOCA94303N/APCGeneral & Unrestricted$20,000
THE TECH INTERACTIVE
201 S MARKET STSAN JOSECA95113N/APCGeneral & Unrestricted$10,000
TONY LA RUSSAS ANIMAL RESCUE FOUNDATION
2890 MITCHELL DRWALNUT CREEKCA94598N/APCDirected towards training as well as your large do$100,000
VILLANOVA UNIVERSITY
800 E LANCASTER AVEVILLANOVAPA19085N/APCGeneral & Unrestricted$3,000
WILDLIFE CONSERVATION NETWORK INC
209 MISSISSIPPI STSAN FRANCISCOCA94107N/APCGeneral & Unrestricted$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,071,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,954ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$859,908ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$131,747ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,021,609ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,021,609TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBURTON AND MAUD GOLDFIELD TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11708 COWPER STREETAddressLine1Txt
CityPalo AltoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,936,271TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyTRINET GROUP, INC TNET, 15110 sh.NoncashPropertyDesc
Fair Market Value$1,936,271FairMarketValueAmt
Received2024-02-29ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$10,093,477USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$10,249,833USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements 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

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$62,048Amt
Net Investment Income$62,048NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2024$55,900
990-PF Excise Tax for 2023$18,141