MHG FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MHG FOUNDATION INC (EIN 20-1993159)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-01
- IRS object ID
- 202323059349101212
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-01T13:38:35-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 LLP | 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 | 2022-01-01 | 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 | 2023-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEATHER | PersonFirstNm |
| Person Last | GOLDBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 CPA | PreparerPersonNm |
| PTIN | P00364625 | PTIN |
| Phone | 2156653960 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $4,042,974 | 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 | $48,407 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $151,502 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,044 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,080,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,008 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $315 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $241,636 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,367 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,380 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,380 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,498 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,319 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $1,868 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,096 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $654 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $654 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,184 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $253,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,184 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $108,288 | CashBOYAmt |
| Cash EOY | $159,110 | CashEOYAmt |
| Cash EOYFMV | $159,110 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $101,531 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,531 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $491,468 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $492,798 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,445,728 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,496,332 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,788,294 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,203,647 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,497,176 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,501,241 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,757,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,745,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,042,974 | 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 | $3,757,663 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,745,617 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,757,663 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,745,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,757,663 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,745,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,757,663 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,046 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,745,617 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,745,617 | 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 | $2,075,855 | $1,992,361 | $83,494 | $83,494 |
| CAPITAL GAIN DIVIDENDS | P | $4,514 | $4,514 | $4,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,008 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,949 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,949 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,124 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,624 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,675 | OverpaymentAmt |
| Applied To ES Tax | $4,675 | 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 | $10,380 | $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 | $4,116,250 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $186,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,302,737 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,302,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,541 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,238,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,949 | TotalTaxAmt |
| Distributable Before Adj | $208,961 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $208,961 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $208,961 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $219,284 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $208,961 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $197,244 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $219,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $197,244 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,040 | 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 | $186,921 | 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 (15 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 | 06836 | N/A | PC | GENERAL FUND | $40,000 |
| SOUNDWATERS | |||||||
| 1281 COVE ROAD | STAMFORD | CT | 06902 | N/A | PC | GENERAL FUND | $2,000 |
| ABILIS | |||||||
| 50 GLENVILLE STREET | GREENWICH | CT | 06831 | N/A | PC | GENERAL FUND | $1,000 |
| SCHOOL FOR FIELD STUDIES | |||||||
| 100 CUMMINGS CENTER SUITE 534-G | BEVERLY | MA | 01915 | N/A | PC | GENERAL FUND | $500 |
| NORTH CAROLINA OUTWARD BOUND SCHOOL | |||||||
| PO BOX 896893 | CHARLOTTE | NC | 28289 | N/A | PC | GENERAL FUND | $100 |
| SEA EDUCATION ASSOCIATION | |||||||
| PO BOX 6 | WOODS HOLE | MA | 02543 | N/A | PC | GENERAL FUND | $500 |
| NEW CANAAN COUNTRY SCHOOL | |||||||
| PO BOX 997 | NEW CANAAN | CT | 06840 | N/A | PC | GENERAL FUND | $500 |
| LEARNING SPRING SCHOOL FOR AUTISM | |||||||
| 247 EAST 20TH STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL FUND | $500 |
| COFFEE FOR GOOD - CAFE | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | N/A | PC | GENERAL FUND | $1,000 |
| REACH PREP | |||||||
| ONE DOCK STREET SUITE 100 | STAMFORD | CT | 06902 | N/A | PC | GENERAL FUND | $1,000 |
| GREENWICH POINT CONSERVANCY | |||||||
| PO BOX 377 | OLD GREENWICH | CT | 06870 | N/A | PC | GENERAL FUND | $1,000 |
| PACS1 FOUNDATION | |||||||
| 36 WEST WAY | OLD GREENWICH | CT | 06870 | N/A | PC | GENERAL FUND | $1,000 |
| BOSTON CHILDRENS HOSPITAL TRUST | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 022153354 | N/A | PC | GENERAL FUND | $60,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | PC | GENERAL FUND | $62,000 |
| FCA (FAMILY & CHILDREN'S AGENCY) | |||||||
| 9 MOTT AVENUE 4TH FLOOR | NORWALK | CT | 06850 | N/A | PC | GENERAL FUND | $32,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,100 | 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 | $151,502 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $193,229 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,229 | 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 | $48,407 | 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 | $48,407 | FairMarketValueAmt |
| Received | 2022-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX RETURN PREP FEES | CategoryTxt |
| Amt | $9,800 | Amt |
| Net Investment Income | $4,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (131 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM (ABBV) | $7,812 | $18,100 |
| AMCOR PLC (AMCR) | $10,614 | $10,219 |
| AMERICAN ELEC PWR CO INC (AEP) | $8,092 | $9,305 |
| AMGEN INC (AMGN) | $6,651 | $8,667 |
| AT&T INC (T) | $23,296 | $20,398 |
| BCE INC (BCE) | $23,346 | $22,502 |
| BRITISH AMER TOB SPON ADR (BTI) | $28,459 | $30,825 |
| CDN IMPL BK COMMERCE (CM) | $5,865 | $5,987 |
| CISCO SYS INC (CSCO) | $10,851 | $11,862 |
| CLOROX CO (CLX) | $15,020 | $14,314 |
| CONAGRA BRANDS INC (CAG) | $10,276 | $11,494 |
| CROWN CASTLE INC (CCI) | $25,650 | $22,652 |
| DIGITAL REALTY TRUST INC (DLR) | $17,608 | $13,436 |
| DOMINION ENERGY INC (D) | $19,755 | $17,905 |
| DUKE ENERGY CORPORATION (DUK) | $15,798 | $23,894 |
| ENBRIDGE INC (ENB) | $24,207 | $24,946 |
| GILEAD SCIENCE (GILD) | $24,109 | $33,052 |
| HUNTINGTON BANCSHARES (HBAN) | $17,511 | $18,133 |
| JPMORGAN CHASE & CO (JPM) | $13,298 | $15,019 |
| KEYCORP NEW (KEY) | $13,308 | $12,351 |
| KIMBERLY CLARK CORP (KMB) | $18,299 | $17,783 |
| LYONDELLBASELL NV CL-A (LYB) | $7,411 | $7,307 |
| MEDTRONIC PLC SHS (MDT) | $10,293 | $9,870 |
| MERCK & CO INC NEW COM (MRK) | $6,695 | $10,429 |
| NATIONAL GRID PLC SPON ADR (NGG) | $15,485 | $16,105 |
| PFIZER INC (PFE) | $13,355 | $16,653 |
| PHILIP MORRIS INTL INC (PM) | $24,064 | $29,756 |
| PNC FINL SVCS GP (PNC) | $17,113 | $15,478 |
| PPL CORPORATION (PPL) | $9,186 | $9,964 |
| REALTY INCOME CORP (O) | $9,292 | $8,817 |
| SOUTHERN CO (SO) | $15,379 | $21,637 |
| TC ENERGY CORP (TRP) | $14,163 | $12,078 |
| TOTALENERGIES SE SPONSORED ADS (TTE) | $26,053 | $30,295 |
| TRUIST FINL CORP (TFC) | $17,479 | $14,458 |
| U S BANCORP COM NEW (USB) | $18,367 | $15,743 |
| UNILEVER PLC (NEW) ADS (UL) | $10,591 | $11,832 |
| UNITED PARCEL SER INC CL-B (UPS) | $7,158 | $6,954 |
| VERIZON COMMUNICATIONS (VZ) | $32,300 | $27,462 |
| VODAFONE GROUP PLC (VOD) | $27,987 | $13,976 |
| WALGREENS BOOTS ALLIANCE INC (WBA) | $17,117 | $12,852 |
| WILLIAMS CO INC (WMB) | $17,750 | $21,879 |
| ALPHABET INC CL A (GOOGL) | $28,609 | $37,057 |
| BERKSHIRE HATHAWAY CL-B NEW (BRK'B) | $21,912 | $85,256 |
| CHEVRON CORP (CVX) | $23,706 | $35,898 |
| AMERIPRISE FINCL INC (AMP) | $24,783 | $31,137 |
| COSTCO WHOLESALE CORP NEW (COST) | $24,578 | $29,216 |
| DANAHER CORPORATION (DHR) | $21,919 | $30,523 |
| FERRARI N V (RACE) | $38,887 | $41,987 |
| HDFC BANK LTD ADR (HDB) | $37,024 | $49,460 |
| JPMORGAN CHASE & CO (JPM) | $5,622 | $9,655 |
| LVMH MOET HENNESSY LOUIS VUITT (LVMUY) | $32,821 | $58,630 |
| MASTERCARD INC CL A (MA) | $8,287 | $16,343 |
| MICROSOFT CORP (MSFT) | $19,147 | $44,846 |
| NETEASE.COM INC ADS (NTES) | $33,250 | $27,527 |
| NEXTERA ENERGY INC (NEE) | $19,999 | $30,012 |
| POOL CORP (POOL) | $35,741 | $29,628 |
| RH (RH) | $20,772 | $21,642 |
| STORE CAPITAL CORPORATION (STOR) | $12,816 | $18,146 |
| SVB FNCL GRP (SIVB) | $23,847 | $25,315 |
| TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) | $29,103 | $36,798 |
| TENCENT HLDGS LTD UNSPON ADR (TCEHY) | $36,468 | $34,312 |
| UNITED RENTALS INC (URI) | $15,527 | $36,964 |
| WASTE MGMT INC (DELA) (WM) | $32,768 | $41,416 |
| ABBOTT LABORATORIES (ABT) | $11,614 | $17,566 |
| AMAZON COM INC (AMZN) | $23,425 | $11,760 |
| AMERICAN TOWER CORP (AMT) | $14,574 | $13,347 |
| AMPHENOL CORP NEW CL A (APH) | $8,412 | $14,314 |
| APTIV PLC (APTV) | $11,566 | $12,014 |
| AUTOMATIC DATA PROCESSING INC (ADP) | $12,777 | $17,676 |
| CDW CORPORATION (CDW) | $15,524 | $21,072 |
| CHARLES SCHWAB NEW (SCHW) | $12,788 | $25,644 |
| CONSTELLATION BRANDS INC CL A (STZ) | $9,756 | $10,429 |
| COOPER CO INC NEW (COO) | $14,113 | $11,573 |
| EATON CORP PLC SHS (ETN) | $6,996 | $7,848 |
| ILLUMINA INC (ILMN) | $9,459 | $9,099 |
| IQVIA HOLDINGS INC (IQV) | $11,561 | $18,850 |
| MASTERCARD INC CL A (MA) | $20,938 | $29,557 |
| MICROSOFT CORP (MSFT) | $15,003 | $27,339 |
| NIKE INC B (NKE) | $14,115 | $15,679 |
| STERICYCLE INC (SRCL) | $11,221 | $10,726 |
| TJX COS INC NEW (TJX) | $10,944 | $16,636 |
| ZOETIS INC CLASS-A (ZTS) | $11,383 | $15,095 |
| ALARM COM HLDGS INC COM (ALRM) | $1,374 | $693 |
| ALIGN TECHNOLOGY (ALGN) | $489 | $422 |
| AMEDISYS INC (AMED) | $2,044 | $668 |
| AMN HEALTHCARE SVCS INC (AMN) | $379 | $514 |
| ANSYS INC (ANSS) | $1,839 | $1,208 |
| ASPEN TECHNOLOGY INC (AZPN) | $183 | $205 |
| BIO-TECHNE CORP (TECH) | $1,386 | $1,326 |
| BLACKLINE INC (BL) | $1,348 | $673 |
| CERTARA INC (CERT) | $812 | $370 |
| CHARLES RIVER LABS INTL INC (CRL) | $749 | $654 |
| COGNEX CORP (CGNX) | $937 | $612 |
| COSTAR GROUP INC (CSGP) | $1,563 | $1,391 |
| DEFINITIVE HEALTHCARE CL A (DH) | $409 | $176 |
| ENTEGRIS INC (ENTG) | $509 | $328 |
| EXPONENT INC (EXPO) | $732 | $793 |
| FASTENAL CO (FAST) | $1,348 | $1,325 |
| FIVE BELOW (FIVE) | $1,677 | $1,592 |
| FIVE9 INC COM (FIVN) | $740 | $339 |
| FLOOR & DECOR HLDGS INC CL-A (FND) | $369 | $279 |
| FRESHPET INC (FRPT) | $384 | $211 |
| GLOBANT S.A (GLOB) | $1,660 | $1,345 |
| GODADDY INC. (GDDY) | $924 | $823 |
| GRAND CANYON ED INC COM (LOPE) | $946 | $1,162 |
| GRID DYNAMICS HLDGS CL A (GDYN) | $767 | $325 |
| GUIDEWIRE SOFTWARE INC (GWRE) | $1,102 | $563 |
| HEICO CORP NEW (HEI) | $1,274 | $1,536 |
| IAC INC NEW (IAC) | $696 | $222 |
| JACK HENRY & ASSOC INC (JKHY) | $456 | $527 |
| KORNIT DIGITAL LTD SHS (KRNT) | $1,055 | $253 |
| MEDPACE HOLDINGS, INC. (MEDP) | $280 | $425 |
| NATL INSTRUMS CP (NATI) | $662 | $554 |
| NEOGEN CORP (NEOG) | $855 | $305 |
| OAK STREET HEALTH INC (OSH) | $819 | $280 |
| ORTHOPEDIATRICS CORP (KIDS) | $420 | $358 |
| PAYCOM SOFTWARE INC (PAYC) | $1,242 | $931 |
| PAYLOCITY HOLDING CORPORATION (PCTY) | $919 | $971 |
| PEGASYSTEMS INC (PEGA) | $1,520 | $377 |
| PROGYNY INC (PGNY) | $457 | $312 |
| RITCHIE BROTHERS AUCTIONEERS (RBA) | $1,329 | $1,214 |
| ROLLINS INC (ROL) | $1,000 | $987 |
| SPS COMMERCE INC COM (SPSC) | $507 | $514 |
| SQUARESPACE INC CL A (SQSP) | $492 | $355 |
| THE ENSIGN GROUP INC (ENSG) | $667 | $662 |
| TYLER TECHNOLOGIES INC (TYL) | $1,716 | $1,290 |
| VERISK ANALYTICS INC COM (VRSK) | $952 | $882 |
| WATSCO INC (WSO) | $510 | $499 |
| WEST PHARMACEUTICAL SVCS INC (WST) | $1,507 | $1,177 |
| WORKIVA INC CLASS A (WK) | $1,091 | $924 |
| ZOOMINFO TECHNO INC STK COM (ZI) | $418 | $361 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $491,468 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $492,798 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARES DYNAMIC CREDIT ALLOC FD (ARDC) | AT COST | $116,357 | $85,850 |
| PIMCO DYNAMIC INCOME FD SHS (PDI) | AT COST | $83,106 | $64,532 |
| VANGUARD FTSE EMERGING MARKETS (VWO) | AT COST | $73,632 | $58,470 |
| VANGUARD FTSE EUROPE ETF (VGK) | AT COST | $75,344 | $69,300 |
| ARTISAN INTL VALUE INV (ARTKX) | AT COST | $230,581 | $272,903 |
| LORD ABBETT BOND DEB A (LBNDX) | AT COST | $148,451 | $122,745 |
| LORD ABBETT HIGH YIELD A (LHYAX) | AT COST | $125,357 | $123,156 |
| GRAHAM ABSOLUTE RETURN LTD | AT COST | $250,000 | $321,409 |
| HP/RIEF LP - SERIES B | AT COST | $225,000 | $248,079 |
| PIMCO COMM REAL RET STRAT I2 (PCRPX) | AT COST | $169,348 | $134,797 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $654 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $654 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $315 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $19,498 | Amt |
| Net Investment Income | $24,319 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $250 | $0 | $250 |
| 4940 TAXES | $10,000 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $2,096 | $0 |