MHG FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MHG FOUNDATION INC (EIN 20-1993159)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349104749
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:53:06-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET SUITE 3300 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201993159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MHG FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MHGF | BusinessNameControlTxt |
| Phone | 2032199478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 COVE ROAD | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER GOLDBERG | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2032199478 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER L BARBUTO | PreparerPersonNm |
| PTIN | P00364625 | PTIN |
| Phone | 2156653960 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,889,779 | 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 | $149,616 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $126,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,823 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,214 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,357,630 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $273,871 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $337,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $397,694 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,218 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,218 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,615 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,778 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,493 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,588 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,588 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,164 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,843 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $239,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,743 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $98,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $365,703 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $79,356 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,616 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,616 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $506,286 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $197,537 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $197,536 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,343,239 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,638,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,444,044 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,800,301 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,932,871 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,188,583 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,729,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,828,116 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,889,779 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,729,182 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,828,116 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,729,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,828,116 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,729,182 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,828,116 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,729,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $98,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,828,116 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,828,116 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,348,753 | $2,083,759 | $264,994 | $264,994 |
| CAPITAL GAIN DIVIDENDS | P | $8,877 | $8,877 | $8,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $273,871 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,083 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,083 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,083 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,366 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,366 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,717 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL S GOLDBERG | IndividualWithBooksNm |
| Phone | 2032199478 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 COVE ROAD | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL S GOLDBERG | ||||||||
| 11 COVE ROAD | OLD GREENWICH | CT | 06870 | CO-PRESIDENT | 0.00 | $0 | $0 | $0 |
| HEATHER W GOLDBERG | ||||||||
| 11 COVE ROAD | OLD GREENWICH | CT | 06870 | CO-PRESIDENT | 20.00 | $12,218 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,747,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,859 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,816,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,816,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,249 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,744,319 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,083 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,083 | TotalTaxAmt |
| Distributable Before Adj | $232,133 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $232,133 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $232,133 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,743 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $205,743 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,133 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $187,723 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,743 | QualifyingDistributionsAmt |
| Applied To Year1 | $187,723 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,020 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $214,113 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL S GOLDBERG | ContributingManagerNm |
| Contributing Manager | HEATHER W GOLDBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILIS | |||||||
| 50 GLENVILLE STREET | GREENWICH | CT | 06831 | N/A | PC | ANNUAL FUND | $1,000 |
| BOSTON CHILDREN'S HOSPITAL TRUST | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 022153354 | N/A | PC | PEDIATRIC DIAGNOSTIC PROGRAM (PCP) | $60,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | PC | GOLDBERG GRADUATE NURSING FELLOWSHIP | $62,000 |
| COFFEE FOR GOOD - CAF | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | N/A | PC | ANNUAL FUND | $1,000 |
| FCA (FAMILY & CHILDREN'S AGENCY) | |||||||
| 9 MOTT AVENUE | NORWALK | CT | 06850 | N/A | PC | FOSTER CARE PROGRAM | $27,500 |
| GREENWICH POINT CONSERVANCY | |||||||
| PO BOX 377 | OLD GREENWICH | CT | 06870 | N/A | PC | ANNUAL FUND | $1,000 |
| IMPACT FAIRFIELD | |||||||
| PO BOX 7666 | GREENWICH | CT | 06836 | N/A | PC | COLLECTIVE GIVING TO LOCAL NON-PROFITS. | $1,100 |
| LEARNING SPRING SCHOOL FOR AUTISM | |||||||
| 247 EAST 20TH STREET | NEW YORK | NY | 10003 | N/A | PC | ANNUAL FUND | $500 |
| NEW CANAAN COUNTRY SCHOOL | |||||||
| PO BOX 997 | NEW CANAAN | CT | 06840 | N/A | PC | ANNUAL FUND | $500 |
| NORTH CAROLINA OUTWARD BOUND SCHOOL | |||||||
| PO BOX 896893 | CHARLOTTE | NC | 28289 | N/A | PC | ANNUAL FUND | $100 |
| PACS1 FOUNDATION | |||||||
| 36 WEST WAY | OLD GREENWICH | CT | 06870 | N/A | PC | RESEARCH | $1,000 |
| REACH PREP | |||||||
| ONE DOCK STREET SUITE 100 | STAMFORD | CT | 06902 | N/A | PC | ANNUAL FUND | $5,000 |
| SCHOOL FOR FIELD STUDIES | |||||||
| 100 CUMMINGS CENTER SUITE 534-G | BEVERLY | MA | 01915 | N/A | PC | ANNUAL FUND | $500 |
| SEA EDUCATION ASSOCIATION | |||||||
| PO BOX 6 | WOODS HOLE | MA | 02543 | N/A | PC | ANNUAL FUND | $500 |
| SOUNDWATERS | |||||||
| 1281 COVE ROAD | STAMFORD | CT | 06902 | N/A | PC | HARBOR CENTER CAMPAIGN | $2,000 |
| BURKE REHABILITATION HOSPITAL | |||||||
| 785 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | N/A | PC | ANNUAL FUND | $100 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22209 | N/A | PC | ANNUAL FUND | $100 |
| CHILD ADVOCATES OF SW CONNECTICUT | |||||||
| 500 POST ROAD EAST 2ND FLOOR | WESTPORT | CT | 06880 | N/A | PC | ANNUAL FUND | $500 |
| SAINT JOSEPH PARENTING CENTER | |||||||
| 90 FAIRFIELD AVENUE | STAMFORD | CT | 06902 | N/A | PC | ANNUAL FUND | $500 |
| SELF (SPECIAL EDUCATION LEGAL FUND) | |||||||
| PO BOX 7855 | GREENWICH | CT | 06836 | N/A | PC | ANNUAL FUND | $500 |
| BOYS & GIRLS CLUB OF STAMFORD | |||||||
| 347 STILLWATER AVENUE | STAMFORD | CT | 06902 | N/A | PC | ANNUAL FUND | $1,000 |
| THE PROSPECTOR THEATER | |||||||
| 25 PROSPECT STREET | RIDGEFIELD | CT | 06877 | N/A | PC | ANNUAL FUND | $1,500 |
| GLADNEY CENTER FOR ADOPTION | |||||||
| 6300 JOHN RYAN DRIVE | FORT WORTH | TX | 76132 | N/A | PC | ANNUAL FUND | $5,000 |
| WATERSIDE SCHOOL | |||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06802 | N/A | PC | ANNUAL FUND | $5,000 |
| EAGLE HILL | |||||||
| 45 GLENVILLE ROAD | GREENWICH | CT | 06831 | N/A | PC | ANNUAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,168 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,214 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $188,382 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,382 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL S GOLDBERG | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 COVE ROAD | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $149,616 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $149,616 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX RETURN PREP FEES | CategoryTxt |
| Amt | $11,250 | Amt |
| Net Investment Income | $5,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (120 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC (AMZN) | $39,780 | $54,409 |
| AMERICAN TOWER CORP (AMT) | $3,868 | $4,333 |
| AMERIPRISE FINCL INC (AMP) | $26,388 | $55,373 |
| AMPHENOL CORP NEW CL A (APH) | $10,046 | $28,891 |
| AUTOMATIC DATA PROCESSING INC (ADP) | $18,994 | $28,991 |
| CHARLES SCHWAB NEW (SCHW) | $18,252 | $30,491 |
| CONSTELLATION BRANDS INC CL A (STZ) | $17,374 | $17,350 |
| COSTCO WHOLESALE CORP NEW (COST) | $26,297 | $61,875 |
| CRH PLC (CRH) | $36,610 | $70,037 |
| EATON CORP PLC SHS (ETN) | $14,708 | $30,514 |
| FERRARI N V (RACE) | $25,668 | $55,653 |
| GARTNER INC (IT) | $12,483 | $15,348 |
| ILLUMINA INC (ILMN) | $13,357 | $15,100 |
| IQVIA HOLDINGS INC (IQV) | $20,507 | $27,314 |
| JPMORGAN CHASE & CO (JPM) | $32,587 | $61,845 |
| MASTERCARD INC CL A (MA) | $10,026 | $27,396 |
| MASTERCARD INC CL A (MA) | $27,660 | $53,184 |
| MICROSOFT CORP (MSFT) | $17,270 | $71,234 |
| MICROSOFT CORP (MSFT) | $17,679 | $48,894 |
| MITSUI & CO LTD ADR (MITSY) | $32,386 | $37,658 |
| NETFLIX INC (NFLX) | $30,795 | $55,962 |
| NEXTERA ENERGY INC (NEE) | $15,137 | $18,066 |
| NVIDIA CORPORATION (NVDA) | $32,179 | $100,985 |
| PROGRESSIVE CORP OHIO (PGR) | $47,101 | $68,289 |
| TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) | $13,151 | $63,987 |
| TENCENT HLDGS LTD UNSPON ADR (TCEHY) | $45,131 | $44,778 |
| THE COOPER COMPANIES INC (COO) | $8,529 | $9,107 |
| TJX COS INC NEW (TJX) | $9,035 | $21,142 |
| UNITED RENTALS INC (URI) | $10,485 | $46,411 |
| WASTE MGMT INC (DELA) (WM) | $20,555 | $36,120 |
| ZOETIS INC CLASS-A (ZTS) | $14,712 | $19,389 |
| CADENCE DESIGN SYSTEM (CDNS) | $17,578 | $19,043 |
| CBRE GROUP INC - A (CBRE) | $33,131 | $31,641 |
| ECOLAB INC (ECL) | $15,407 | $14,823 |
| ELI LILLY & CO (LLY) | $23,853 | $23,752 |
| FAIR ISAAC & CO INC (FICO) | $10,458 | $16,212 |
| GALLAGHER ARTHUR J & CO (AJG) | $11,084 | $11,038 |
| ISHARES FLEXIBLE INCOME ACTI (BINC) | $158,162 | $156,060 |
| LPL FINL HLDGS INC COM (LPLA) | $21,448 | $29,323 |
| PIMCO DYNAMIC INCOME STRATEGY (PDX) | $73,640 | $88,764 |
| PIMCO MORTGAGE OPP & BD A (PMZAX) | $213,133 | $207,735 |
| ROPER TECHNOLOGIES INC (ROP) | $20,691 | $20,111 |
| SPDR S&P 500 ETF TRUST (SPY) | $34,029 | $33,688 |
| SUMITOMO MITSUI FINL GROUP INC (SMFG) | $25,788 | $25,633 |
| ABERCROMBIE & FITCH CO (ANF) | $1,654 | $1,741 |
| AMBARELLA INC (AMBA) | $1,830 | $1,850 |
| APPFOLIO INC CL A (APPF) | $1,320 | $1,511 |
| ASTERA LABS INC (ALAB) | $1,581 | $2,252 |
| AXALTA COATING SYSTEMS LTD. (AXTA) | $2,239 | $1,987 |
| AXON ENTERPRISE INC (AXON) | $2,902 | $3,880 |
| AZEK CO INC CL A (AZEK) | $1,504 | $1,667 |
| AZENTA INC (AZTA) | $859 | $1,042 |
| BELLRING BRANDS INC (BRBR) | $1,533 | $1,797 |
| BILL HOLDINGS INC (BILL) | $1,859 | $1,909 |
| BLOOM ENERGY CORP COM CL A (BE) | $2,327 | $2,167 |
| BOOT BARN HLDGS INC COM (BOOT) | $1,556 | $1,486 |
| BRINKER INTL INC (EAT) | $1,677 | $2,093 |
| CARPENTER TECHNOLOGY (CRS) | $1,921 | $2,129 |
| CONFLUENT INC CLASS A (CFLT) | $2,210 | $2,281 |
| DAYFORCE INC (DAY) | $1,751 | $1,951 |
| DIGITALOCEAN HLDGS INC ( | $2,263 | $1,879 |
| DOXIMITY INC CL A (DOCS) | $2,310 | $2,992 |
| DUOLINGO INC CL A (DUOL) | $1,777 | $1,980 |
| DUTCH BROS INC CL A (BROS) | $1,339 | $1,975 |
| E.L.F BEAUTY INC (ELF) | $2,166 | $2,497 |
| ELASTIC N V (ESTC) | $1,883 | $1,642 |
| FIVE BELOW (FIVE) | $1,795 | $1,623 |
| FIVE9 INC COM (FIVN) | $1,896 | $1,820 |
| FRESHPET INC (FRPT) | $1,251 | $2,264 |
| FRESHWORKS INC CLASS A (FRSH) | $1,786 | $1,763 |
| FTAI AVIATION LTD (FTAI) | $1,980 | $1,980 |
| GITLAB INC CLASS A (GTLB) | $1,663 | $1,680 |
| GLOBUS MEDICAL INC A (GMED) | $1,855 | $2,079 |
| GRIFFON CORPORATION (GFF) | $1,778 | $1,543 |
| GUARDANT HEALTH INC (GH) | $1,420 | $2,135 |
| HALOZYME THERAPEUTICS INC (HALO) | $1,532 | $1,480 |
| HEALTHEQUITY INC COM (HQY) | $1,571 | $1,702 |
| INARI MEDICAL INC (NARI) | $1,299 | $1,508 |
| INGREDION INC COM (INGR) | $1,673 | $1,523 |
| INSPIRE MEDICAL SYSTEMS INC. (INSP) | $1,612 | $1,517 |
| INTAPP INC (INTA) | $2,084 | $2,661 |
| KIRBY CP (KEX) | $1,679 | $1,423 |
| KRATOS DEFENSE & SEC SOLU NEW (KTOS) | $1,802 | $1,965 |
| LIFE TIME GROUP HOLDINGS INC (LTH) | $1,515 | $1,442 |
| LIVANOVA PLC SHS (LIVN) | $1,244 | $1,083 |
| LUMENTUM HLDGS INC COM (LITE) | $1,945 | $2,537 |
| MERIT MED SYST (MMSI) | $1,600 | $1,611 |
| MODINE MFG CO (MOD) | $2,991 | $2,719 |
| NEXTRACKER INC CLASS A (NXT) | $887 | $1,017 |
| PEGASYSTEMS INC (PEGA) | $2,297 | $2,664 |
| POST HOLDINGS INC (POST) | $1,601 | $1,629 |
| REVOLVE GROUP INC (RVLV) | $1,637 | $2,196 |
| SEMTECH CORP (SMTC) | $1,685 | $2,274 |
| SPROUTS FARMERS MARKET INC (SFM) | $1,838 | $1,959 |
| STRIDE INC (LRN) | $1,790 | $2,043 |
| UNDER ARMOUR INC CL A (UAA) | $1,711 | $1,623 |
| UPSTART HLDGS INC (UPST) | $1,886 | $1,579 |
| URBAN OUTFITTERS INC (URBN) | $1,903 | $2,087 |
| VERTEX INC CL A (VERX) | $2,002 | $2,534 |
| VERTIV HOLDINGS LLC CL A (VRT) | $4,384 | $4,388 |
| VICTORIAS SECRET AND CO (VSCO) | $2,045 | $2,936 |
| WAYSTAR HOLDING CORP (WAY) | $1,761 | $1,996 |
| ALPHABET INC CL A (GOOGL) | $25,989 | $61,523 |
| AMAZON COM INC (AMZN) | $8,563 | $8,776 |
| BERKSHIRE HATHAWAY CL-B NEW (BRK'B) | $17,655 | $91,109 |
| CHEVRON CORP (CVX) | $11,667 | $13,036 |
| CITIGROUP INC NEW (C) | $34,470 | $38,715 |
| ELEVANCE HEALTH INC (ELV) | $2,353 | $12,543 |
| ELI LILLY & CO (LLY) | $9,326 | $11,580 |
| EXXON MOBIL CORP (XOM) | $5,893 | $5,379 |
| JPMORGAN CHASE & CO (JPM) | $2,384 | $9,588 |
| LAM RESEARCH CORPORATION NEW (LRCX) | $503 | $12,785 |
| MICROSOFT CORP (MSFT) | $2,469 | $24,026 |
| UBER TECHNOLOGIES INC (UBER) | $17,142 | $15,080 |
| INVESCO S&P 500 EQUAL WEIGHT (RSPT) | $16,584 | $16,839 |
| INVESCO S&P 500 EQUAL WEIGHT E (RSP) | $14,234 | $14,018 |
| ISHARES BITCOIN TRUST ETF (IBIT) | $5,414 | $5,305 |
| ISHARES RUSSELL 1000 GRW ETF (IWF) | $8,431 | $8,032 |
| ISHARES RUSSELL 2500 ETF (SMMD) | $6,915 | $6,800 |
| ISHARES S&P 500 VAL ETF (IVE) | $15,089 | $15,270 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $197,537 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $197,536 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARES DYNAMIC CREDIT ALLOC FD (ARDC) | AT COST | $101,475 | $101,187 |
| ARTISAN INTL VALUE INV (ARTKX) | AT COST | $254,006 | $356,125 |
| GRAHAM ABSOLUTE RETURN LTD | AT COST | $250,000 | $361,564 |
| HP/RIEF LP - SERIES B | AT COST | $356,150 | $492,305 |
| LORD ABBETT BOND DEB A (LBNDX) | AT COST | $389,960 | $364,589 |
| PIMCO COMM REAL RET STRAT I2 (PCRPX) | AT COST | $178,911 | $130,183 |
| PIMCO DYNAMIC INCOME FD SHS (PDI) | AT COST | $83,106 | $64,043 |
| VANGUARD FTSE EMERGING MARKETS (VWO) | AT COST | $73,632 | $66,060 |
| VANGUARD FTSE EUROPE ETF (VGK) | AT COST | $75,344 | $79,337 |
| VANGUARD INTERMEDIATE TERM COR (VCIT) | AT COST | $143,991 | $144,485 |
| VANGUARD INTL EQUITY INDEX FD (VEU) | AT COST | $26,296 | $28,705 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $7,588 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,588 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $17,615 | Amt |
| Net Investment Income | $18,778 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAXES | CategoryTxt |
| Amt | $2,493 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |