GREGG AND FREDDY GOLDENBERG FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GREGG AND FREDDY GOLDENBERG FAMILY FOUNDATION (EIN 46-5468614)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-01-29
- IRS object ID
- 202110299349100006
- Schema version
- 2019v5.1
- 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
- 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 | 2021-01-29T15:10:20-06:00 | ReturnTs |
| Tax Period End | 2020-05-31 | 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 | 2019-06-01 | 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 | FREDERICA GOLDBERG | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-01-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,626,959 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,450 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $406,908 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $186,992 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,887 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,429 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,124 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,124 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,575 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,208 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,208 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,208 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $221,958 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$160,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,305 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,962 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,962 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,605,122 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,454,044 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,584,997 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,656,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,496,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,626,959 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,656,776 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,496,006 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,656,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,496,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,656,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,496,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,656,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$160,770 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,496,006 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,496,006 | 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 | $406,908 | GrossSalesPriceAmt |
| Cost Or Other Basis | $219,916 | CostOrOtherBasisAmt |
| Gain Or Loss | $186,992 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $186,992 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $186,992 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $192,370 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,337,835 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.143792 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $195,025 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $902,259 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.216152 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $328,637 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,108,228 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.296543 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,108,052 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,125,281 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.984689 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $282,239 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,157,656 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.243802 | DistributionYr5Rt |
| Total Distribution | 1.884978 | TotalDistributionRt |
| Average Distribution | 0.376996 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,667,283 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $628,559 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,203 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $630,762 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $221,958 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,406 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,406 | SubtotalAmt |
| Tax Based On Investment Income | $4,406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,006 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,606 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,200 | OverpaymentAmt |
| Applied To ES Tax | $2,200 | 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 | $1,644,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,307 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,692,673 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,692,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,667,283 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,364 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,364 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,406 | TotalTaxAmt |
| Distributable Before Adj | $78,958 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,958 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,958 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $221,958 | 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 | $221,958 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $221,958 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,958 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $245,589 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,067,478 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $281,924 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $150,582 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $132,653 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,878,226 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $221,958 | QualifyingDistributionsAmt |
| Applied To Current Year | $78,958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $143,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,021,226 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $245,589 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,775,637 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,067,478 | ExcessFromYear4Amt |
| Excess From Year3 | $281,924 | ExcessFromYear3Amt |
| Excess From Year2 | $150,582 | ExcessFromYear2Amt |
| Excess From Year1 | $132,653 | ExcessFromYear1Amt |
| Excess From Current Year | $143,000 | 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 |
| BITSY GRANT TENNIS ASSOCIATION INC | |||||||
| 1266 W PACES FERRY RD BOX 113 | ATLANTA | GA | 30327 | N/A | PC | Paddle court resurfacing project | $5,000 |
| 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 FAMILY & CAREER SERVICES INC | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | HAMSA Program (Helping Atlantans Manage Substance Abuse) | $1,000 |
| MARY HALL FREEDOM HOUSE INC | |||||||
| PO BOX 501205 | ATLANTA | GA | 31150 | N/A | PC | General & Unrestricted | $80,000 |
| NAVY SEAL FOUNDATION INC | |||||||
| 1619 D ST | VIRGINIA BEACH | VA | 23459 | N/A | PC | Charitable Event | $500 |
| 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 |
| UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE | |||||||
| PO BOX 400173 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | Distinguished Professorship in Real Estate Fund | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,750 | 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 | $78 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,359 | 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 | $36,450 | 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 | $79,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,887 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD CORE PLUS BD FD INSTI CL | $79,545 | $86,224 |
| BLACKROCK STRAT INC OPP PORTFO | $58,432 | $58,283 |
| EATON VANCE GLOBAL MACRO ABSOL | $50,626 | $53,476 |
| ISHARE SP SMALL CAP 600 INDEX | $52,070 | $47,753 |
| ISHARES BARCLAYS US TREASURY B | $84,311 | $95,894 |
| ISHARES S&P 500 INDEX FD | $306,747 | $410,163 |
| METROPOLITAN WEST RETURN BOND | $71,939 | $78,729 |
| PIMCO ALL ASSET ALL AUTHORITY | $60,990 | $53,365 |
| SCHWAB S P 500 INDEX FUND SELE | $344,611 | $367,157 |
| VANGUARD FTSE DEVELOPED MARKET | $230,356 | $223,910 |
| VANGUARD FTSE EMERGING MARKETS | $36,425 | $35,604 |
| WESTERN ASSET MACRO OPPORTUNIT | $77,992 | $74,439 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $8,183 | $8,183 |
| 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 | $10,124 | Amt |
| Net Investment Income | $10,124 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $2,400 |
| 990-PF Extension for 2019 | $6,175 |