GREGG AND FREDDY GOLDENBERG FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GREGG AND FREDDY GOLDENBERG FAMILY FOUNDATION (EIN 46-5468614)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-12
- IRS object ID
- 202231029349100803
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-12T10:34:22-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465468614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gregg and Freddy Goldenberg Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GREG | 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 | fredericka goldenberg | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | fredericka | PersonFirstNm |
| Person Last | goldenberg | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,882,070 | 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 | $27,931 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,700 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,700 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $547,643 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,713 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $96,768 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $9,858 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,858 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,106 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,513 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $13,513 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,858 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,477 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,858 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $207,513 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$125,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,602 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,187 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,187 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,454,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,331,110 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,842,883 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,496,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,370,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,882,070 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,496,006 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,370,297 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,496,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,370,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,496,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,370,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,496,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$125,709 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,370,297 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,370,297 | 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 | $547,643 | GrossSalesPriceAmt |
| Cost Or Other Basis | $464,930 | CostOrOtherBasisAmt |
| Gain Or Loss | $82,713 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $82,713 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,713 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,482 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,482 | SubtotalAmt |
| Tax Based On Investment Income | $1,482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,618 | OverpaymentAmt |
| Applied To ES Tax | $1,618 | AppliedToESTaxAmt |
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 (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 |
|---|---|---|---|---|---|---|---|---|
| Fredericka Goldenberg | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Gregg Goldenberg | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas, VP | 1.0 | $0 | $0 | $0 |
| 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 | $1,667,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,713,896 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,713,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,688,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,409 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,409 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,482 | TotalTaxAmt |
| Distributable Before Adj | $82,927 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,927 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,927 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $207,513 | 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 | $207,513 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $207,513 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,927 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,067,478 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $281,924 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $150,582 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $132,653 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $143,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,775,637 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $207,513 | QualifyingDistributionsAmt |
| Applied To Current Year | $82,927 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $124,586 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,900,223 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,067,478 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $832,745 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $281,924 | ExcessFromYear4Amt |
| Excess From Year3 | $150,582 | ExcessFromYear3Amt |
| Excess From Year2 | $132,653 | ExcessFromYear2Amt |
| Excess From Year1 | $143,000 | ExcessFromYear1Amt |
| Excess From Current Year | $124,586 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Fredericka Goldenberg | ContributingManagerNm |
| Contributing Manager | Gregg Goldenberg | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLANTA COMMUNITY TENNIS FOUNDATION INC | |||||||
| 6075 THE CORNERS PKWY STE 100 | PEACHTREE COR | GA | 30092 | N/A | PC | Charitable Event | $1,750 |
| ATLANTA COMMUNITY TENNIS FOUNDATION INC | |||||||
| 6075 THE CORNERS PKWY STE 100 | PEACHTREE COR | GA | 30092 | N/A | PC | Charitable Event | $1,750 |
| COMMUNITY FOUNDATION OF THE CENTRAL BLUE RIDGE | |||||||
| PO BOX 815 | STAUNTON | VA | 24402 | N/A | PC | The Christopher DeWitt Chris Rockwell Memorial Scholarship Fund | $500 |
| JEWISH FEDERATION OF GREATER ATLANTA INC | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | N/A | PC | Annual Campaign | $15,000 |
| RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400331 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | Gregg and Freddy Goldenberg Bicentennial Scholars Fund | $25,000 |
| TEACHUNITED | |||||||
| 19 OLD TOWN SQ STE 238 | FORT COLLINS | CO | 80524 | N/A | PC | General & Unrestricted | $25,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | N/A | PC | General & Unrestricted | $25,000 |
| UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE | |||||||
| PO BOX 400173 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | The Dean Z Global Opportunities Scholarship Fund | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,700 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,090 | 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 | $68,837 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,837 | 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 | Goldenberg Gregg | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1722 Country Club Road | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $27,931 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ALPHABET INC CL C GOOG, 2 sh. | $3,625 | 2020-12-02 |
| 1 | MARVEL TECH INC MRVL042021, 231 sh. | $10,640 | 2020-12-02 |
| 1 | PAYPAL HOLDINGS, INC PYPL, 38 sh. | $8,099 | 2020-12-02 |
| 1 | KKR & CO INC KKR 143 sh. | $5,567 | 2020-12-02 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $3,625 | $4,823 |
| BAIRD CORE PLUS BD FD INSTI CL | $200,665 | $204,610 |
| DIAMOND HILL SHORT DUR TOT RET | $35,010 | $38,189 |
| DODGE & COX INCOME FUND | $93,010 | $91,970 |
| INVESCO TAXABLE MUNICIPAL BOND | $45,547 | $46,412 |
| ISHARE SP SMALL CAP 600 INDEX | $52,070 | $81,478 |
| ISHARES S&P 500 INDEX FD | $306,747 | $566,697 |
| KKR & CO INC | $5,568 | $7,964 |
| MARVELL TECHNOLOGY, INC | $10,640 | $11,157 |
| PAYPAL HOLDINGS, INC | $8,099 | $9,881 |
| PIONEER STRATEGIC INCOME FD | $67,000 | $73,597 |
| SCHWAB S P 500 INDEX FUND SELE | $251,677 | $364,874 |
| VANGUARD FTSE DEVELOPED MARKET | $215,027 | $289,883 |
| VANGUARD FTSE EMERGING MARKETS | $36,425 | $51,348 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $13,488 | $13,488 |
| 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 | $9,858 | Amt |
| Net Investment Income | $9,858 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $2,200 |
| 990-PF Estimated Tax for 2021 | $900 |
| 990-PF Extension for 2020 | $2,006 |