MAUD AND BURTON GOLDFIELD FAMILY FOUNDATION CORPORATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MAUD AND BURTON GOLDFIELD FAMILY FOUNDATION CORPORATION (EIN 83-0622000)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-28
- IRS object ID
- 202320879349100412
- Schema version
- 2022v5.0
- 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 | 2023-03-28T09:34:06-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 goldfield | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | maud | PersonFirstNm |
| Person Last | goldfield | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,824,680 | 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 | $5,510,700 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,471 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,471 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$136,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,249,503 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,703,127 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,604,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,932,902 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $43,379 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,379 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $146,105 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $50,263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $50,263 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $239,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,263 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $638,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $638,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $878,247 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $688,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,726,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,889,523 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $947,790 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,074,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,074,236 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $4,786,165 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,831,050 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,362,052 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,175,595 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,919,394 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $18,309,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,035,996 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,824,680 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $18,309,842 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,035,996 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,309,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,035,996 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,309,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,035,996 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,309,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,726,154 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,035,996 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,035,996 | 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 | $15,249,503 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,546,376 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,703,127 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,703,127 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,703,127 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $151,364 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $151,364 | SubtotalAmt |
| Tax Based On Investment Income | $151,364 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $136,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $136,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $15,164 | 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 | DE | 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 | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $50,238 | CompensationAmt |
| 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 | $16,177,519 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,405,610 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,583,129 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,583,129 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $323,747 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,259,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,062,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,062,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $151,364 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $151,364 | TotalTaxAmt |
| Distributable Before Adj | $911,605 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $911,605 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $911,605 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $688,763 | 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 | $688,763 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $911,605 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $640,270 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $688,763 | QualifyingDistributionsAmt |
| Applied To Year1 | $640,270 | AppliedToYear1Amt |
| Applied To Current Year | $48,493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $863,112 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 11207 BLUE HERON BLVD N | ST PETERSBURG | FL | 33716 | N/A | PC | General & Unrestricted | $5,000 |
| ANIMAL WELFARE INSTITUTE | |||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | N/A | PC | To aid animals in Ukraine | $5,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | NoKill California 2025 initiative | $100,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $50,000 |
| COLLEGE TRACK | |||||||
| 117 BROADWAY AVE | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $30,000 |
| CP EXTENSION INC | |||||||
| 90 W ST APT 9J | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,500 |
| EATS PARK CITY | |||||||
| PO BOX 682896 | PARK CITY | UT | 84068 | N/A | PC | Harvest Table | $1,000 |
| ECHOING GREEN INC | |||||||
| 462 7TH AVE 13TH FL | NEW YORK | NY | 10018 | N/A | PC | Charitable Event | $10,000 |
| ELIZABETH F GAMBLE GARDEN | |||||||
| 1431 WAVERLEY ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $10,000 |
| GOLDEN OPPORTUNITIES FOR INDEPENDENCE | |||||||
| 323 HIGH ST | WALPOLE | MA | 02081 | N/A | PC | General & Unrestricted | $1,000 |
| JMT WILDERNESS CONSERVANCY | |||||||
| 2120 AVY AVE | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $2,500 |
| LEVEL ME UP FOUNDATION | |||||||
| 26025 NEWPORT RD STE A461 | MENIFEE | CA | 92584 | N/A | PC | General & Unrestricted | $1,500 |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $7,500 |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | MVLA Scholars | $10,000 |
| MERCY FOR ANIMALS | |||||||
| 8033 SUNSET BLVD STE 864 | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $20,000 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $1,000 |
| MOUNTAIN TRAILS FOUNDATION INC | |||||||
| PO BOX 754 | PARK CITY | UT | 84060 | N/A | PC | Capital Building Campaign | $50,000 |
| MOUNTAIN TRAILS FOUNDATION INC | |||||||
| PO BOX 754 | PARK CITY | UT | 84060 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | Pacific Region | $10,000 |
| NATURESERVE | |||||||
| 2550 S CLARK ST STE 930 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $5,000 |
| NEIGHBORS ABROAD | |||||||
| 355 ALMA ST | PALO ALTO | CA | 94301 | N/A | PC | Ukranian Emergency Children's Relief Fund | $2,000 |
| NOVACOMM | |||||||
| 5015 SHOREHAM PL STE 150 | SAN DIEGO | CA | 92122 | N/A | SO I | General & Unrestricted | $10,000 |
| PARK CITY CONSERVATION ASSOCIATION | |||||||
| PO BOX 682998 | PARK CITY | UT | 84068 | N/A | PC | General & Unrestricted | $12,500 |
| PARTNERS IN ANIMAL WELFARE | |||||||
| 26 MULLER PL | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $1,500 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $30,000 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | N/A | PC | To be used for the Tunitas Creek Beach Project | $100,000 |
| PETS IN NEED | |||||||
| 871 5TH AVE | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $50,000 |
| SILICON VALLEY SOCIAL VENTURE FUND | |||||||
| 350 TWIN DOLPHIN DR STE 103 | REDWOOD CITY | CA | 94065 | N/A | PC | General & Unrestricted | $7,500 |
| SUMMER SEARCH | |||||||
| PO BOX 7731 | SAN FRANCISCO | CA | 94120 | N/A | PC | General & Unrestricted | $1,500 |
| 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 | $10,000 |
| 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 | General & Unrestricted | $50,000 |
| TRANSFORM A STREET DOG | |||||||
| 1303 CRESPI DR | PACIFICA | CA | 94044 | N/A | PC | To aid animals in Ukraine | $5,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | Villanova in the Valley program | $3,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 |
| WILDLIFE CONSERVATION NETWORK INC | |||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 94107 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $638,500 | 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 | $8,471 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,304 | 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 | -$136,074 | 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 | $93,701 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,701 | 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 M Goldfield and Maud Carol | 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 | $5,510,700 | 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, 60000 sh. | NoncashPropertyDesc |
| Fair Market Value | $5,510,700 | FairMarketValueAmt |
| Received | 2022-04-28 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $853,190 | $852,148 |
| ISHARES BARCLAYS US AGGREGATE | $930,237 | $808,606 |
| ISHARES EDGE MSCI INTL MOMENTU | $223,529 | $214,916 |
| ISHARES EDGE MSCI INTL QUALITY | $226,500 | $219,345 |
| ISHARES EDGE MSCI INTL VALUE F | $212,357 | $216,385 |
| ISHARES EDGE MSCI MIN VOL USA | $101,360 | $98,714 |
| ISHARES EDGE MSCI MLTFCT USA S | $104,034 | $103,591 |
| ISHARES MSCI EAFE MINIMUM VOLA | $212,228 | $208,257 |
| ISHARES MSCI USA MIN VOLATILIT | $381,005 | $376,074 |
| ISHARES MSCI USA MOMENTUM FACT | $389,893 | $385,693 |
| ISHARES MSCI USA QUALITY | $367,939 | $383,153 |
| ISHARES MSCI USA QUALITY FACTO | $374,584 | $378,461 |
| SCHWAB U.S. SMALL-CA | $211,523 | $201,780 |
| SCHWAB US LARGE CAP ETF | $1,571,879 | $1,475,908 |
| SPDR BARCLAYS CAPITAL 1-3 MONT | $958,717 | $959,520 |
| TRINET GROUP, INC | $2,296,124 | $1,695,000 |
| VANGUARD SHORT TERM CORPORATE | $2,559,755 | $2,372,920 |
| VANGUARD ST BOND ETF | $2,323,082 | $2,151,277 |
| VANGUARD TOTAL INTL BD IDX ETF | $877,659 | $817,646 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,786,165 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,831,050 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $50,196 | $50,196 |
| Postage/Delivery Service | $42 | $42 |
| 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 | $43,379 | Amt |
| Net Investment Income | $43,379 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $136,200 |
| 990-PF Excise Tax for 2021 | $9,905 |