GREGG AND FREDDY GOLDENBERG FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GREGG AND FREDDY GOLDENBERG FAMILY FOUNDATION (EIN 46-5468614)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-01-14
- IRS object ID
- 201900149349100205
- Schema version
- 2017v2.3
- 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 | 2019-01-14T12:33:45-06:00 | ReturnTs |
| Tax Period End | 2018-05-31 | 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 | 2017-06-01 | 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 GOLDENBERG | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-12-26 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520190145000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-01-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 70AA59F2BE43B178611149847D763A183DD9022D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 70AA59F2BE43B178611149847D763A183DD9022D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $909,174 | 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 | $72 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,662 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $269,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,260 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,994 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,994 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,500 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $800 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $11,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$162,331 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,494 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $138,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,228 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,228 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $837,205 | CorporateStockBOYAmt |
| Corporate Stock EOY | $762,220 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $857,946 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $975,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $813,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $909,174 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $975,779 | RetainedEarningBOYAmt |
| Retained Earning EOY | $813,448 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $975,779 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $813,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $975,779 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $813,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $975,779 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$162,331 | ExcessRevenueOverExpensesAmt |
| Subtotal | $813,448 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $813,448 | 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 | $269,534 | GrossSalesPriceAmt |
| Cost Or Other Basis | $251,274 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,260 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,260 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,260 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $328,637 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,108,228 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.296543 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,108,052 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,125,281 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.984689 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $282,239 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,157,656 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.243802 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $532,279 | NetVlNoncharitableAssetsYr4Amt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 1.525034 | TotalDistributionRt |
| Average Distribution | 0.381259 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $902,259 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $343,994 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $335 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $344,329 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $195,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $670 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $670 | SubtotalAmt |
| Tax Based On Investment Income | $670 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,485 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,485 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,815 | OverpaymentAmt |
| Applied To ES Tax | $700 | AppliedToESTaxAmt |
| Refund | $8,115 | RefundAmt |
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 |
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 | VP / Dir / Treas | 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 | $880,510 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,489 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $915,999 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $915,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $902,259 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,113 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,113 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $670 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $670 | TotalTaxAmt |
| Distributable Before Adj | $44,443 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,443 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,443 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,025 | 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 | $195,025 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $195,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,443 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $245,589 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,067,478 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $281,924 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,594,991 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $195,025 | QualifyingDistributionsAmt |
| Applied To Current Year | $44,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $150,582 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,745,573 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,745,573 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $245,589 | ExcessFromYear3Amt |
| Excess From Year2 | $1,067,478 | ExcessFromYear2Amt |
| Excess From Year1 | $281,924 | ExcessFromYear1Amt |
| Excess From Current Year | $150,582 | 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 |
|---|---|---|---|---|---|---|---|
| AGAPE COMMUNITY CENTER INC | |||||||
| 2210 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | Capital Campaign | $25,000 |
| CAMP TWIN LAKES INC | |||||||
| 1100 SPRING ST NW STE 260 | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $10,000 |
| 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 |
| EVACE INTERNATIONAL | |||||||
| 515 PLEASANT GROVE RD | STAUNTON | VA | 24401 | N/A | PC | General & Unrestricted | $500 |
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | N/A | PC | 2017 Annual Campaign | $15,000 |
| 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 | the Distinguished Professorship in Real Estate Fund | $100,000 |
| WORLD LEADERSHIP FOUNDATION INC | |||||||
| 5595 SUNSHINE CANYON DR | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,500 | 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 | $72 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,662 | 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 | $18,260 | 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 | $38,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,994 | 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 | $40,015 | $38,655 |
| BLACKROCK STRAT INC OPP - INS | $31,851 | $31,596 |
| EATON VANCE GLOBAL MACRO ABSOL | $32,515 | $31,657 |
| ISHARE SP SMALL CAP 600 INDEX | $26,874 | $32,142 |
| ISHARES BARCLAYS US TREASURY B | $53,598 | $52,173 |
| ISHARES S&P 500 INDEX FD | $352,562 | $423,823 |
| METROPOLITAN WEST RETURN BOND | $37,799 | $37,283 |
| PIMCO ALL ASSET ALL AUTHORITY | $30,747 | $31,875 |
| SCHWAB S P 500 INDEX FUND SELE | $2,100 | $2,103 |
| VANGUARD FTSE DEVELOPED MARKET | $104,661 | $125,045 |
| VANGUARD FTSE EMERGING MARKETS | $16,983 | $20,788 |
| WESTERN ASSET MACRO OPPORTUNIT | $32,515 | $30,806 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $11,500 | $11,500 |
| 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 | $5,500 | Amt |
| Net Investment Income | $5,500 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2018 | CategoryTxt |
| Amt | $800 | Amt |