GREGG AND FREDDY GOLDENBERG FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GREGG AND FREDDY GOLDENBERG FAMILY FOUNDATION (EIN 46-5468614)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2020-01-14
- IRS object ID
- 202000149349100005
- Schema version
- 2018v3.1
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-14T11:07:58-06:00 | ReturnTs |
| Tax Period End | 2019-05-31 | 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 | 2018-06-01 | 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 | GREGG GOLDENBERG | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-12-09 | 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 | 2018 | 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 | $1,745,480 | 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 | $990,822 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $163 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $163 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $783,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $333,877 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,115 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,044,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $366,849 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,114 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,114 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $300 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $11,870 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,870 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,284 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,114 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,870 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,114 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,370 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $843,328 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $358,735 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,228 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,654 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $762,220 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,605,122 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,693,826 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $813,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,656,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,745,480 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $813,448 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,656,776 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $813,448 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,656,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $813,448 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,656,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $813,448 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $843,328 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,656,776 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,656,776 | 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 | $783,735 | GrossSalesPriceAmt |
| Cost Or Other Basis | $449,858 | CostOrOtherBasisAmt |
| Gain Or Loss | $333,877 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $333,877 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $333,877 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $195,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $902,259 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.216152 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $328,637 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,108,228 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.296543 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,108,052 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,125,281 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.984689 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $282,239 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,157,656 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.243802 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $532,279 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 1.741186 | TotalDistributionRt |
| Average Distribution | 0.348237 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,337,835 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $465,884 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,587 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $469,471 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $192,370 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,175 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,175 | SubtotalAmt |
| Tax Based On Investment Income | $7,175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,175 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,175 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | $1,303,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,870 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,358,208 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,358,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,337,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,175 | TotalTaxAmt |
| Distributable Before Adj | $59,717 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $59,717 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $59,717 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,370 | 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 | $192,370 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $192,370 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,717 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $245,589 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,067,478 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $281,924 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $150,582 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,745,573 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $192,370 | QualifyingDistributionsAmt |
| Applied To Current Year | $59,717 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $132,653 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,878,226 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,878,226 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $245,589 | ExcessFromYear4Amt |
| Excess From Year3 | $1,067,478 | ExcessFromYear3Amt |
| Excess From Year2 | $281,924 | ExcessFromYear2Amt |
| Excess From Year1 | $150,582 | ExcessFromYear1Amt |
| Excess From Current Year | $132,653 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE COMMUNITY CENTER INC | |||||||
| 2210 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | Capital Campaign | $25,000 |
| 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 FEDERATION OF GREATER ATLANTA | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | N/A | PC | 2018 Annual Campaign | $15,000 |
| LOVETT SCHOOL | |||||||
| 4075 PACES FERRY RD NW | ATLANTA | GA | 30327 | N/A | PC | True Blue Annual Fund | $20,000 |
| LOVETT SCHOOL | |||||||
| 4075 PACES FERRY RD NW | ATLANTA | GA | 30327 | N/A | PC | True Blue Annual Fund | $20,000 |
| 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 | $180,500 | 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 | $163 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,809 | 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 | $12,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $8,115 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,290 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,290 | 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 Fredericka | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 Powers Ferry Road Suite 300 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $990,822 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (50 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SCHWAB S P 500 INDEX FUND SELECT SHARES SWPPX, 5276.576 sh. | $224,888 | 2018-11-13 |
| 1 | SPDR S&P 500 ETF TRUST SPY, 2192 sh. | $599,052 | 2018-11-13 |
| 1 | ADOBE SYSTEMS, INC ADBE, 6 sh. | $1,372 | 2018-11-19 |
| 1 | ALCOA INC AA, 7 sh. | $239 | 2018-11-19 |
| 1 | AMAZON COM AMZN, 12 sh. | $18,507 | 2018-11-19 |
| 1 | ANTHEM INC ANTM, 15 sh. | $4,254 | 2018-11-19 |
| 1 | ZOETIS INC ZTS, 18 sh. | $1,638 | 2018-11-19 |
| 1 | S&P GLOBAL INC COM SPGI, 9 sh. | $1,613 | 2018-11-19 |
| 1 | TOTAL SYSTEMS SERVICES INC TSS, 7 sh. | $606 | 2018-11-19 |
| 1 | UNION PACIFIC UNP, 26 sh. | $3,903 | 2018-11-19 |
| 1 | UNITEDHEALTH GROUP INC UNH, 30 sh. | $8,047 | 2018-11-19 |
| 1 | VERTEX PHARMCTLS INC VRTX, 8 sh. | $1,301 | 2018-11-19 |
| 1 | ZIONS BANCORP ZION, 23 sh. | $1,120 | 2018-11-19 |
| 1 | PAYPAL HOLDINGS, INC PYPL, 36 sh. | $2,972 | 2018-11-19 |
| 1 | PERSPECTA INC PRSP, 2 sh. | $42 | 2018-11-19 |
| 1 | PROGRESSIVE CORP OHIO PGR, 26 sh. | $1,705 | 2018-11-19 |
| 1 | RMR GROUP RMR, 7 sh. | $446 | 2018-11-19 |
| 1 | REGIONS FINANCIAL CORP RF, 106 sh. | $1,713 | 2018-11-19 |
| 1 | RYMAN HOSPITALITY PROPERTIES RHP, 23 sh. | $1,745 | 2018-11-19 |
| 1 | MOTOROLA SOLUTIONS INC MSI, 33 sh. | $4,224 | 2018-11-19 |
| 1 | NETFLIX INC NFLX, 11 sh. | $3,048 | 2018-11-19 |
| 1 | NORFOLK SOUTHERN CORP NSC, 8 sh. | $1,363 | 2018-11-19 |
| 1 | NRG ENERGY NRG, 35 sh. | $1,369 | 2018-11-19 |
| 1 | NVIDIA CORP NVDA, 12 sh. | $1,839 | 2018-11-19 |
| 1 | ONEOK INC OKE, 14 sh. | $864 | 2018-11-19 |
| 1 | LEIDOS HOLDINGS INC LDOS, 26 sh. | $1,664 | 2018-11-19 |
| 1 | MARATHON OIL CORP COM MRO, 43 sh. | $733 | 2018-11-19 |
| 1 | MASTERCARD INC MA, 31 sh. | $6,013 | 2018-11-19 |
| 1 | MICROCHIP TECHNOLOGY INC MCHP, 26 sh. | $1,940 | 2018-11-19 |
| 1 | MICRON TECHNOLOGY MU, 42 sh. | $1,596 | 2018-11-19 |
| 1 | MICROSOFT CORP MSFT, 349 sh. | $37,013 | 2018-11-19 |
| 1 | E*TRADE FINANCIAL CORP ETFC, 28 sh. | $1,444 | 2018-11-19 |
| 1 | HP INC HPQ, 92 sh. | $2,184 | 2018-11-19 |
| 1 | ILLUMINA INC COM ILMN, 5 sh. | $1,553 | 2018-11-19 |
| 1 | INTUIT INTU, 13 sh. | $2,648 | 2018-11-19 |
| 1 | JACOBS ENGINEERING GP JEC, 19 sh. | $1,392 | 2018-11-19 |
| 1 | LAMB WESTON HOLDINGS INC LW, 7 sh. | $573 | 2018-11-19 |
| 1 | CATERPILLAR INC CAT, 23 sh. | $2,934 | 2018-11-19 |
| 1 | CINTAS CRP CTAS, 9 sh. | $1,628 | 2018-11-19 |
| 1 | CISCO SYSTEMS INC CSCO, 185 sh. | $8,494 | 2018-11-19 |
| 1 | CME GROUP, INC CME, 10 sh. | $1,957 | 2018-11-19 |
| 1 | CSX CORP CSX, 32 sh. | $2,305 | 2018-11-19 |
| 1 | DXC TECHNOLOGY COMPANY DXC, 5 sh. | $305 | 2018-11-19 |
| 1 | APPLE INC AAPL, 17 sh. | $3,193 | 2018-11-19 |
| 1 | AUTODESK, INC ADSK, 10 sh. | $1,300 | 2018-11-19 |
| 1 | BANK OF AMERICA CORP BAC, 196 sh. | $5,445 | 2018-11-19 |
| 1 | BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 39 sh. | $8,463 | 2018-11-19 |
| 1 | BOEING CO BA, 23 sh. | $7,512 | 2018-11-19 |
| 1 | BOSTON SCIENTIFIC BSX, 13 sh. | $470 | 2018-11-19 |
| 1 | INGEVITY CORPORATION NGVT, 2 sh. | $194 | 2018-11-26 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD CORE PLUS BD FD INSTI CL | $79,716 | $81,787 |
| BLACKROCK STRAT INC OPP PORTFO | $58,432 | $58,522 |
| EATON VANCE GLOBAL MACRO ABSOL | $68,952 | $68,232 |
| ISHARE SP SMALL CAP 600 INDEX | $48,790 | $49,975 |
| ISHARES BARCLAYS US TREASURY B | $99,379 | $103,164 |
| ISHARES S&P 500 INDEX FD | $298,931 | $364,928 |
| METROPOLITAN WEST RETURN BOND | $70,452 | $73,166 |
| PIMCO ALL ASSET ALL AUTHORITY | $58,475 | $57,182 |
| SCHWAB S P 500 INDEX FUND SELE | $296,988 | $298,734 |
| SPDR S&P 500 ETF TRUST | $169,440 | $170,667 |
| VANGUARD FTSE DEVELOPED MARKET | $250,664 | $259,319 |
| VANGUARD FTSE EMERGING MARKETS | $37,921 | $40,640 |
| WESTERN ASSET MACRO OPPORTUNIT | $66,982 | $67,510 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $11,845 | $11,845 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $8,115 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,114 | Amt |
| Net Investment Income | $8,114 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2019 | CategoryTxt |
| Amt | $300 | Amt |