MHG FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MHG FOUNDATION INC (EIN 20-1993159)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202423139349100637
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T10:06:33-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET SUITE 3300 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201993159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MHG FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MHGF | BusinessNameControlTxt |
| Phone | 2032199478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 COVE ROAD | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER GOLDBERG | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2032199478 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER L BARBUTO | PreparerPersonNm |
| PTIN | P00364625 | PTIN |
| Phone | 2156653960 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,385,211 | 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 | $147,358 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $121,354 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$52,823 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,951,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,763 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $215,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,246 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,370 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,370 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,230 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,115 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,115 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,029 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,725 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $225 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,770 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,770 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,144 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,480 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,144 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,102 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $159,110 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $101,531 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,356 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $491,468 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $506,286 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $506,286 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,496,332 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,343,239 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,840,099 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,497,176 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,800,301 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,959,470 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,745,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,729,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,385,211 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,745,617 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,729,182 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,745,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,729,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,745,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,729,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,745,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,729,182 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,729,182 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,945,153 | $1,882,498 | $62,655 | $62,655 |
| CAPITAL GAIN DIVIDENDS | P | $6,108 | $6,108 | $6,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,763 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,309 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,309 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,309 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,675 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,675 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,366 | OverpaymentAmt |
| Applied To ES Tax | $3,366 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL S GOLDBERG | IndividualWithBooksNm |
| Phone | 2032199478 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 COVE ROAD | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL S GOLDBERG | ||||||||
| 11 COVE ROAD | OLD GREENWICH | CT | 06870 | CO-PRESIDENT | 0.00 | $0 | $0 | $0 |
| HEATHER W GOLDBERG | ||||||||
| 11 COVE ROAD | OLD GREENWICH | CT | 06870 | CO-PRESIDENT | 20.00 | $11,370 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,138,740 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,668 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,239,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,239,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,591 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,175,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $208,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $208,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,309 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,309 | TotalTaxAmt |
| Distributable Before Adj | $206,482 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $206,482 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $206,482 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $205,680 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,482 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $186,921 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $186,921 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,759 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $187,723 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL S GOLDBERG | ContributingManagerNm |
| Contributing Manager | HEATHER W GOLDBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GREENWICH COUNTRY DAY SCHOOL | |||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 068360623 | N/A | PC | ANNUAL FUND - 2023/24 SCHOOL YEAR | $27,000 |
| SOUNDWATERS | |||||||
| 1281 COVE ROAD | STAMFORD | CT | 06902 | N/A | PC | HARBOR CENTER CAMPAIGN | $2,000 |
| ABILIS | |||||||
| 50 GLENVILLE STREET | GREENWICH | CT | 06831 | N/A | PC | ANNUAL FUND | $1,000 |
| SCHOOL FOR FIELD STUDIES | |||||||
| 100 CUMMINGS CENTER SUITE 534-G | BEVERLY | MA | 01915 | N/A | PC | ANNUAL FUND | $500 |
| NORTH CAROLINA OUTWARD BOUND SCHOOL | |||||||
| PO BOX 896893 | CHARLOTTE | NC | 28289 | N/A | PC | ANNUAL FUND | $100 |
| SEA EDUCATION ASSOCIATION | |||||||
| PO BOX 6 | WOODS HOLE | MA | 02543 | N/A | PC | ANNUAL FUND | $500 |
| NEW CANAAN COUNTRY SCHOOL | |||||||
| PO BOX 997 | NEW CANAAN | CT | 06840 | N/A | PC | ANNUAL FUND | $500 |
| LEARNING SPRING SCHOOL FOR AUTISM | |||||||
| 247 EAST 20TH STREET | NEW YORK | NY | 10003 | N/A | PC | ANNUAL FUND | $500 |
| COFFEE FOR GOOD - CAF | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | N/A | PC | ANNUAL FUND | $1,000 |
| REACH PREP | |||||||
| ONE DOCK STREET SUITE 100 | STAMFORD | CT | 06902 | N/A | PC | ANNUAL FUND | $1,000 |
| GREENWICH POINT CONSERVANCY | |||||||
| PO BOX 377 | OLD GREENWICH | CT | 06870 | N/A | PC | ANNUAL FUND | $1,000 |
| PACS1 FOUNDATION | |||||||
| 36 WEST WAY | OLD GREENWICH | CT | 06870 | N/A | PC | RESEARCH | $1,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | PC | GOLDBERG GRADUATE NURSING FELLOWSHIP | $62,000 |
| BOSTON CHILDREN'S HOSPITAL TRUST | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 022153354 | N/A | PC | PEDIATRIC DIAGNOSTIC PROGRAM (PCP) | $60,000 |
| FCA (FAMILY & CHILDREN'S AGENCY) | |||||||
| 9 MOTT AVENUE | NORWALK | CT | 06850 | N/A | PC | FOSTER CARE PROGRAM | $27,500 |
| MA GENERAL HEALING CENTER | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 021141101 | N/A | PC | HEALEY CENTER FOR ALS | $500 |
| IMPACT FAIRFIELD | |||||||
| PO BOX 7666 | GREENWICH | CT | 06836 | N/A | PC | COLLECTIVE GIVING TO LOCAL NON-PROFITS. | $1,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,354 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$52,823 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $68,531 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,531 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL S GOLDBERG | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 COVE ROAD | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $147,358 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $147,358 | FairMarketValueAmt |
| Received | 2023-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX RETURN PREP FEES | CategoryTxt |
| Amt | $10,230 | Amt |
| Net Investment Income | $5,115 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,115 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (132 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM (ABBV) | $4,886 | $9,057 |
| AMCOR PLC (AMCR) | $7,101 | $5,678 |
| AMERICAN ELEC PWR CO INC (AEP) | $8,813 | $8,609 |
| AMGEN INC (AMGN) | $6,101 | $8,629 |
| AT&T INC (T) | $9,543 | $8,373 |
| BCE INC (BCE) | $12,231 | $10,751 |
| BRITISH AMER TOB SPON ADR (BTI) | $6,974 | $6,151 |
| CDN IMPL BK COMMERCE (CM) | $5,369 | $6,547 |
| CHEVRON CORP (CVX) | $5,631 | $5,428 |
| COCA COLA CO (KO) | $5,374 | $5,276 |
| CONAGRA BRANDS INC (CAG) | $5,445 | $4,586 |
| CROWN CASTLE INC (CCI) | $8,735 | $6,979 |
| DOMINION ENERGY INC (D) | $10,282 | $9,306 |
| DUKE ENERGY CORPORATION (DUK) | $7,953 | $13,392 |
| ENBRIDGE INC (ENB) | $12,131 | $12,211 |
| ENTERGY CORP NEW (ETR) | $7,625 | $7,343 |
| GILEAD SCIENCE (GILD) | $4,031 | $5,456 |
| HUNTINGTON BANCSHARES (HBAN) | $8,577 | $8,446 |
| KENVUE INC (KVUE) | $4,960 | $5,275 |
| KIMBERLY CLARK CORP (KMB) | $10,317 | $9,249 |
| LYONDELLBASELL NV CL-A (LYB) | $10,861 | $11,980 |
| MEDTRONIC PLC SHS (MDT) | $6,099 | $6,379 |
| NATIONAL GRID PLC SPON ADR (NGG) | $10,658 | $13,122 |
| PAYCHEX INC (PAYX) | $3,357 | $3,440 |
| PFIZER INC (PFE) | $9,271 | $7,284 |
| PHILIP MORRIS INTL INC (PM) | $12,184 | $14,771 |
| PNC FINL SVCS GP (PNC) | $10,872 | $10,127 |
| PPL CORPORATION (PPL) | $4,665 | $4,878 |
| REALTY INCOME CORP (O) | $4,889 | $4,290 |
| SANOFI ADR (SNY) | $5,271 | $5,421 |
| SOUTHERN CO (SO) | $6,217 | $10,027 |
| TC ENERGY CORP (TRP) | $10,093 | $9,108 |
| TOTALENERGIES SE SPONSORED ADS (TTE) | $13,105 | $17,654 |
| TRUIST FINL CORP (TFC) | $10,677 | $8,159 |
| U S BANCORP COM NEW (USB) | $10,300 | $10,171 |
| UNILEVER PLC (NEW) ADS (UL) | $3,865 | $4,270 |
| UNITED PARCEL SER INC CL-B (UPS) | $7,307 | $6,464 |
| VERIZON COMMUNICATIONS (VZ) | $15,277 | $13,911 |
| WILLIAMS CO INC (WMB) | $8,893 | $12,399 |
| XCEL ENERGY INC (XEL) | $5,183 | $5,479 |
| ALPHABET INC CL A (GOOGL) | $28,609 | $58,670 |
| BERKSHIRE HATHAWAY CL-B NEW (BRK'B) | $21,912 | $98,438 |
| CHEVRON CORP (CVX) | $23,706 | $29,832 |
| AMERIPRISE FINCL INC (AMP) | $24,783 | $37,983 |
| COSTCO WHOLESALE CORP NEW (COST) | $26,297 | $44,575 |
| CRH PLC (CRH) | $39,664 | $56,435 |
| DANAHER CORPORATION (DHR) | $5,095 | $7,891 |
| FERRARI N V (RACE) | $27,877 | $49,072 |
| HDFC BANK LTD ADR (HDB) | $10,023 | $16,375 |
| JPMORGAN CHASE & CO (JPM) | $32,587 | $43,886 |
| LVMH MOET HENNESSY LOUIS VUITT (LVMUY) | $13,538 | $29,336 |
| MASTERCARD INC CL A (MA) | $26,127 | $40,559 |
| MICROSOFT CORP (MSFT) | $30,599 | $80,097 |
| MITSUI & CO LTD ADR (MITSY) | $35,950 | $37,446 |
| NETEASE.COM INC ADS (NTES) | $40,008 | $42,108 |
| NETFLIX INC (NFLX) | $24,335 | $25,722 |
| NEXTERA ENERGY INC (NEE) | $1,418 | $1,883 |
| NVIDIA CORPORATION (NVDA) | $51,081 | $57,446 |
| PROGRESSIVE CORP OHIO (PGR) | $40,516 | $40,139 |
| TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) | $13,475 | $36,504 |
| TENCENT HLDGS LTD UNSPON ADR (TCEHY) | $20,411 | $18,782 |
| UNITED RENTALS INC (URI) | $10,092 | $42,305 |
| WASTE MGMT INC (DELA) (WM) | $16,391 | $28,477 |
| ABBOTT LABORATORIES (ABT) | $16,311 | $23,005 |
| AMAZON COM INC (AMZN) | $30,087 | $29,172 |
| AMERICAN TOWER CORP (AMT) | $20,994 | $21,291 |
| AMPHENOL CORP NEW CL A (APH) | $12,826 | $23,989 |
| APTIV PLC (APTV) | $17,238 | $16,867 |
| AUTOMATIC DATA PROCESSING INC (ADP) | $18,995 | $23,073 |
| CDW CORPORATION (CDW) | $17,387 | $28,870 |
| CHARLES SCHWAB NEW (SCHW) | $18,712 | $28,827 |
| CONSTELLATION BRANDS INC CL A (STZ) | $17,401 | $19,005 |
| EATON CORP PLC SHS (ETN) | $14,708 | $22,143 |
| GARTNER INC (IT) | $6,980 | $8,913 |
| ILLUMINA INC (ILMN) | $14,187 | $10,868 |
| IQVIA HOLDINGS INC (IQV) | $20,507 | $32,162 |
| MASTERCARD INC CL A (MA) | $28,054 | $43,504 |
| MICROSOFT CORP (MSFT) | $20,976 | $47,381 |
| NIKE INC B (NKE) | $18,466 | $19,108 |
| STERICYCLE INC (SRCL) | $13,651 | $13,480 |
| THE COOPER COMPANIES INC (COO) | $18,067 | $17,793 |
| TJX COS INC NEW (TJX) | $14,207 | $22,139 |
| ZOETIS INC CLASS-A (ZTS) | $10,509 | $18,497 |
| ACV AUCTIONS CL A (ACVA) | $1,096 | $961 |
| ALARM COM HLDGS INC COM (ALRM) | $1,867 | $1,673 |
| ALIGN TECHNOLOGY (ALGN) | $2,306 | $2,145 |
| AMN HEALTHCARE SVCS INC (AMN) | $958 | $825 |
| ANSYS INC (ANSS) | $4,503 | $4,768 |
| BIO-TECHNE CORP (TECH) | $3,078 | $2,929 |
| BLACKLINE INC (BL) | $2,209 | $1,594 |
| CCC INTELLIGENT SOLUTIONS HLD (CCCS) | $1,296 | $1,333 |
| CERTARA INC (CERT) | $1,490 | $1,098 |
| CHARLES RIVER LABS INTL INC (CRL) | $2,134 | $2,317 |
| COGNEX CORP (CGNX) | $2,063 | $1,454 |
| COSTAR GROUP INC (CSGP) | $4,267 | $4,381 |
| DOUBLEVERIFY HLDGS INC (DV) | $1,561 | $2,030 |
| ENTEGRIS INC (ENTG) | $1,625 | $1,835 |
| EXPONENT INC (EXPO) | $1,869 | $1,765 |
| FASTENAL CO (FAST) | $3,473 | $4,219 |
| FIVE BELOW (FIVE) | $3,828 | $4,477 |
| FIVE9 INC COM (FIVN) | $1,444 | $1,119 |
| FLOOR & DECOR HLDGS INC CL-A (FND) | $2,264 | $2,638 |
| FRESHPET INC (FRPT) | $981 | $1,151 |
| GLOBANT S.A (GLOB) | $3,957 | $4,755 |
| GODADDY INC. (GDDY) | $1,744 | $2,373 |
| GRAND CANYON ED INC COM (LOPE) | $2,847 | $3,754 |
| GRID DYNAMICS HLDGS CL A (GDYN) | $1,304 | $1,050 |
| GUIDEWIRE SOFTWARE INC (GWRE) | $2,219 | $2,497 |
| HEICO CORP NEW (HEI) | $4,096 | $4,782 |
| JACK HENRY & ASSOC INC (JKHY) | $1,136 | $1,186 |
| KINSALE CAP GROUP INC (KNSL) | $1,316 | $1,253 |
| KORNIT DIGITAL LTD SHS (KRNT) | $1,500 | $544 |
| MEDPACE HOLDINGS, INC. (MEDP) | $1,373 | $2,065 |
| NEOGEN CORP (NEOG) | $1,496 | $1,062 |
| OPTION CARE HEALTH INC (OPCH) | $1,184 | $1,231 |
| PAYCOM SOFTWARE INC (PAYC) | $3,920 | $2,498 |
| PAYLOCITY HOLDING CORPORATION (PCTY) | $3,051 | $2,589 |
| PRIVIA HEALTH GROUP INC (PRVA) | $1,468 | $1,292 |
| PROGYNY INC (PGNY) | $1,637 | $1,566 |
| RITCHIE BROTHERS AUCTIONEERS (RBA) | $2,821 | $3,082 |
| REPLIGEN CP (RGEN) | $1,551 | $1,761 |
| ROLLINS INC (ROL) | $2,366 | $2,614 |
| SPS COMMERCE INC COM (SPSC) | $1,878 | $2,235 |
| SQUARESPACE INC CL A (SQSP) | $1,375 | $1,468 |
| THE ENSIGN GROUP INC (ENSG) | $1,960 | $2,338 |
| TOAST INC CL A (TOST) | $1,601 | $1,363 |
| TYLER TECHNOLOGIES INC (TYL) | $4,042 | $4,117 |
| VERISK ANALYTICS INC COM (VRSK) | $1,259 | $1,506 |
| WATSCO INC (WSO) | $1,929 | $2,520 |
| WEST PHARMACEUTICAL SVCS INC (WST) | $3,965 | $4,044 |
| WORKIVA INC CLASS A (WK) | $3,071 | $3,076 |
| ZOOMINFO TECHNO INC STK COM (ZI) | $981 | $642 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $506,286 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $506,286 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARES DYNAMIC CREDIT ALLOC FD (ARDC) | AT COST | $92,506 | $83,561 |
| PIMCO DYNAMIC INCOME FD SHS (PDI) | AT COST | $83,106 | $62,681 |
| VANGUARD FTSE EMERGING MARKETS (VWO) | AT COST | $73,632 | $61,650 |
| VANGUARD FTSE EUROPE ETF (VGK) | AT COST | $75,344 | $80,600 |
| VANGUARD INTERMEDIATE TERM COR (VCIT) | AT COST | $119,730 | $121,920 |
| VANGUARD INTL EQUITY INDEX FD (VEU) | AT COST | $26,296 | $28,070 |
| ARTISAN INTL VALUE INV (ARTKX) | AT COST | $239,819 | $334,728 |
| LORD ABBETT BOND DEB A (LBNDX) | AT COST | $179,865 | $156,162 |
| LORD ABBETT HIGH YIELD A (LHYAX) | AT COST | $133,520 | $135,928 |
| PIMCO GNMA&GOV SECURITIES A (PAGNX) | AT COST | $126,316 | $127,967 |
| GRAHAM ABSOLUTE RETURN LTD | AT COST | $250,000 | $341,075 |
| HP/RIEF LP - SERIES B | AT COST | $225,000 | $300,654 |
| PIMCO COMM REAL RET STRAT I2 (PCRPX) | AT COST | $175,167 | $124,474 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,770 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,770 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $19,029 | Amt |
| Net Investment Income | $19,029 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $225 | $0 | $225 |
| 4940 TAXES | $2,500 | $0 | $0 |