2025-02-13T22:21:21-06:00 2024-05-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-06-01 465468614 Gregg and Freddy Goldenberg Family Foundation % Foundation Source GREG 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 FREDERICA GOLDENBERG PRESIDENT 8008391754 2025-01-25 true true Jeffrey D Haskell P01345770 8008391754 2023 2025-03-06 01:10:19Z X 1800823 X 1002975 310 310 43639 43639 67574 1230468 829002 1114498 872951 0 7764 7764 1070 370 13218 13218 22052 8134 13218 469100 469100 491152 8134 482318 623346 864817 38052 41284 41284 807673 1427787 1759539 845725 1469071 1800823 0 0 X 845725 1469071 845725 1469071 845725 1469071 845725 623346 1469071 1469071 Publicly-traded Securities 1230468 401466 829002 829002 829002 12021 12021 12021 999 0 11100 12099 X 19 59 59 false false false false false false true true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington CT 198091377 false false false false false false false false false false false false false false false false false false false false false 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 1385143 91905 0 1477048 0 1477048 22156 1454892 72745 72745 12021 12021 60724 60724 60724 482318 0 0 0 0 482318 60724 132653 143000 124586 583800 984039 482318 60724 421594 1405633 0 132653 1272980 143000 124586 583800 421594 Fredericka Goldenberg Gregg Goldenberg X BEACON EDUCATION INC 4100 SUNGLOW DR WILMINGTON NC 28405 N/A PC Operational and mission driven needs of Beacon Education fund 125000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVE STE 1100 N BETHESDA MD 20814 N/A PC General & Unrestricted 100000 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Campaign Year 2021 - Partners Fund 17000 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Campaign Year 2023 - Partners Fund 25000 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Campaign Year 2020 - Partners Fund 15000 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Campaign Year 2022 - AgeWell Atlanta fund 1000 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Campaign Year 2024 - Partners Fund 35000 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Campaign Year 2024 - Jewish Abilities Atlanta fund 2500 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Campaign Year 2021 - AgeWell Atlanta fund 1000 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Campaign Year 2024 - Israel Emergency Campaign 20000 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Campaign Year 2022 - Partners Fund 20500 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Campaign Year 2024 - AgeWell Atlanta fund 2500 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Campaign Year 2023 - Jewish Abilities Atlanta fund 1800 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Campaign Year 2022 - Jewish Abilities Atlanta fund 1800 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Campaign Year 2023 - AgeWell Atlanta fund 1000 KENAN-FLAGLER BUSINESS SCHOOL THE UNIVERISTY OF N CAROLINA AT CHA CHAPEL HILL NC 27599 N/A PC Family Enterprise Center 100000 469100 14 310 14 43639 18 67574 111523 111523 false false false false false false false false false false X X 1 Fredericka Goldenberg 1722 Country Club Road Wilmington NC 28403 553907 X 2 Gregg Goldenberg 1722 Country Club Road Wilmington NC 28403 449068 X 1 CISCO SYSTEMS INC CSCO, 2090 sh. 100278 2023-12-04 1 ORACLE CORP ORCL, 431 sh. 49830 2023-12-04 1 CHARLES SCHWAB INTRNTNL EQ SCHF, 2805 sh. 100340 2023-12-04 1 SCHWAB S P 500 INDEX FUND SELECT SHARES SWPPX, 2828 sh. 200788 2023-12-04 1 ZEBRA TECHNOLOGIES CORP ZBRA, 428 sh. 102671 2023-12-04 2 PHILIP MORRIS INTL PM, 1063 sh. 99539 2023-12-04 2 CHARLES SCHWAB INTRNTNL EQ SCHF, 2805 sh. 100340 2023-12-04 2 ALTRIA GROUP INC MO, 2392 sh. 101684 2023-12-05 2 MICROSOFT CORP MSFT, 131 sh. 48385 2023-12-05 2 MONDELEZ INTERNATIONAL INC MDLZ, 1400 sh. 99120 2023-12-05 BAIRD CORE PLUS BD FD INSTI CL 233607 210959 CHARLES SCHWAB INTRNTNL EQ 88178 97146 COHEN & STEERS PREFRRD SECS & 14273 14527 DIAMOND HILL SHORT DUR TOT RET 32948 32445 DODGE & COX INCOME FUND 195026 186253 ISHARE SP SMALL CAP 600 INDEX 40818 61404 ISHARES S&P 500 INDEX FD 463026 746713 ISHARES TR S & P MIDCAP 400 IN 111679 125209 NEUBERGER BERMAN STRAT INC-I 71180 70699 VANGUARD FTSE DEVELOPED MARKET 106049 136640 VANGUARD FTSE EMERGING MARKETS 71003 77544 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending May 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $469,100. This amount represents 25% or more of the Foundation's net assets of $1,034,792 (as measured by fair market value) at the beginning of the Foundation's taxable year ending May 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 13193 13193 State or Local Filing Fees 25 25 Investment Management Services 7764 7764 990-PF Estimated Tax for 2024 700 Foreign Tax Paid 370 370