GOLDBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GOLDBERG FAMILY FOUNDATION INC (EIN 85-3053014)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202441349349102824
- Schema version
- 2023v5.0
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T14:01:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLZ STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853053014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBERG FAMILY FOUNDATION 159-48576810 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 2122076812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N ROXBURY DRIVE SUITE 600 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902105021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MERLE FABIAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122076812 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 4014216600 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,914,422 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $653,395 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,230,584 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,230,584 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$389,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,045,672 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $521 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,495,276 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,230,584 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $14,323 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,323 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $240,902 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $240,902 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,223 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,223 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $987 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $258,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $244,112 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,823 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,508,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $244,112 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,264,823 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,013,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $986,472 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,507,189 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $686,086 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $686,086 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $53,965,512 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,592,139 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,228,336 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $55,472,701 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,278,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,914,422 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $55,472,701 | CapitalStockBOYAmt |
| Capital Stock EOY | $49,278,225 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,472,701 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,278,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,472,701 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,278,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,472,701 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,013,659 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,009 | OtherIncreasesAmt |
| Subtotal | $49,471,051 | SubtotalAmt |
| Other Decreases | $192,826 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,278,225 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 700. JP MORGAN CHASE & CO | 2021-05-18 | 2023-02-15 | $100,278 | $114,982 | -$14,704 | -$14,704 | |
| 1400. METLIFE INC COM | 2021-05-18 | 2023-02-15 | $101,176 | $92,077 | $9,099 | $9,099 | |
| 925. STARBUCKS CORP | 2021-05-18 | 2023-02-15 | $100,399 | $103,572 | -$3,173 | -$3,173 | |
| 565. TEXAS INSTRUMENTS INC | 2021-05-18 | 2023-02-15 | $100,438 | $102,179 | -$1,741 | -$1,741 | |
| 1975. UNION PAC CORP | 2021-05-25 | 2023-02-15 | $399,928 | $440,920 | -$40,992 | -$40,992 | |
| 2980. VERIZON COMMUNICATIONS | 2023-02-15 | 2023-02-16 | $118,929 | $120,183 | -$1,254 | -$1,254 | |
| 7292. VERIZON COMMUNICATIONS | 2021-08-30 | 2023-02-16 | $291,017 | $428,558 | -$137,541 | -$137,541 | |
| 3000. VERIZON COMMUNICATIONS | 2019-10-14 | 2023-02-16 | $119,727 | $179,310 | -$59,583 | -$59,583 | |
| 500000. US TREASURY N/B 1.5% 31 MAR 2023 | 2022-08-03 | 2023-03-31 | $500,000 | $495,137 | $4,863 | $4,863 | |
| 30000. ISHARES CORE S&P TOTAL U.S. | 2021-05-18 | 2023-05-11 | $2,717,442 | $2,864,382 | -$146,940 | -$146,940 | |
| 9686.40191 ISHARES 0-5 YEAR TIPS BOND ETF | 2021-05-18 | 2023-05-15 | $954,878 | $1,032,744 | -$77,866 | -$77,866 | |
| 313.59809 ISHARES 0-5 YEAR TIPS BOND ETF | 2021-05-18 | 2023-05-15 | $30,914 | $33,435 | -$2,521 | -$2,521 | |
| 11008. METLIFE INC COM | 2021-07-28 | 2023-05-22 | $576,647 | $698,266 | -$121,619 | -$121,619 | |
| 5594. PRUDENTIAL FINANCIAL INC | 2021-07-28 | 2023-05-22 | $458,985 | $589,675 | -$130,690 | -$130,690 | |
| 500000. U.S. TREASURY NOTES 1.375% 6/30/23 | 2022-08-03 | 2023-06-30 | $500,000 | $492,324 | $7,676 | $7,676 | |
| 19889.51396 ISHARES 0-5 YEAR TIPS BOND ETF | 2021-05-25 | 2023-08-30 | $1,936,428 | $2,124,497 | -$188,069 | -$188,069 | |
| 110.48604 ISHARES 0-5 YEAR TIPS BOND ETF | 2021-05-18 | 2023-08-30 | $10,757 | $11,799 | -$1,042 | -$1,042 | |
| 380. AMGEN COMMON | 2019-10-14 | 2023-08-31 | $98,184 | $77,169 | $21,015 | $21,015 | |
| 40. BROADCOM INC | 2022-08-19 | 2023-08-31 | $36,630 | $22,083 | $14,547 | $14,547 | |
| 40766. ISHARES CORE S&P TOTAL U.S. | 2021-05-18 | 2023-08-31 | $4,066,052 | $3,892,313 | $173,739 | $173,739 | |
| 140. JP MORGAN CHASE & CO | 2022-08-19 | 2023-08-31 | $20,549 | $16,778 | $3,771 | $3,771 | |
| 320. MICROSOFT CORPORATION | 2019-10-14 | 2023-08-31 | $104,810 | $44,770 | $60,040 | $60,040 | |
| 120. VISA INC CL A | 2021-05-18 | 2023-08-31 | $29,605 | $27,478 | $2,127 | $2,127 | |
| 3500. ISHARES CORE S&P TOTAL U.S. | 2022-12-07 | 2023-10-02 | $327,528 | $304,605 | $22,923 | $22,923 | |
| 500000. U.S. TREASURY NOTES 2.875% 9/30/23 | 2023-06-15 | 2023-10-02 | $500,000 | $496,582 | $3,418 | $3,418 | |
| 500000. U.S. TREASURY NOTES 1.375% 9/30/23 | 2022-08-03 | 2023-10-02 | $500,000 | $490,059 | $9,941 | $9,941 | |
| 279. BROADCOM INC | 2022-08-19 | 2023-11-17 | $272,644 | $154,028 | $118,616 | $118,616 | |
| 300. MICROSOFT CORPORATION | 2019-10-14 | 2023-11-17 | $110,426 | $41,972 | $68,454 | $68,454 | |
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$426,869 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,712 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,712 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,064 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,064 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $648 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | VA | 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 | CITY NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122076812 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 PARK AVENUE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MERLE FABIAN HOLLAND KNIGHT ESQ | ||||||
| 800 17TH STREET SUITE 1100 | WASHINGTON | DC | 20006 | PRESIDENT | 0 | $0 |
| SUSAN LEMKIN HOLLAND KNIGHT ESQ | ||||||
| 800 17TH STREET SUITE 1100 | WASHINGTON | DC | 20006 | VICE PRESIDENT | 0 | $0 |
| CITY NATIONAL BANK | ||||||
| 400 N ROXBURY DRIVE SUITE 600 | BEVERLY HILLS | CA | 90210 | AGENT | 2 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RBC TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1510 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55440 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADVISORY FEES | ServiceTypeTxt |
| Compensation | $240,902 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $49,119,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $636,889 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,755,993 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,755,993 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $746,340 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,009,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,450,483 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,450,483 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,712 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,712 | TotalTaxAmt |
| Distributable Before Adj | $2,436,771 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,436,771 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,436,771 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,264,823 | 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 | $7,264,823 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,436,771 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,192,018 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,191,156 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,383,174 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,264,823 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,436,771 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,828,052 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,211,226 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,211,226 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $5,192,018 | ExcessFromYear2Amt |
| Excess From Year1 | $4,191,156 | ExcessFromYear1Amt |
| Excess From Current Year | $4,828,052 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNION OF CONCERNED SCIENTISTS | ||||||||
| TWO BRATTLE SQUARE SUITE 6 | CAMBRIDGE | MA | 02138 | NONE | PC | UNRESTRICTED GIFT | $500,000 | |
| PARTNERS IN HEALTH | ||||||||
| PO BOX 996 | FREDERICK | MD | 217059942 | NONE | PC | UNRESTRICTED GIFT | $500,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 885 2ND AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | NONE | GROUP | UNRESTRICTED GIFT | $1,000,000 | ATTN CAROL BLUMENFELD |
| NRDC | ||||||||
| 40 W 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED GIFT | $500,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PC | UNRESTRICTED GIFT | $1,000,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | NONE | PC | UNRESTRICTED GIFT | $1,000,000 | |
| SO OTHERS MIGHT EAT INC | ||||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED GIFT | $300,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED GIFT | $500,000 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | UNRESTRICTED GIFT | $250,000 | |
| CAL RIPKEN SR FOUNDATION INC | ||||||||
| PO BOX 825452 | PHILADELPHIA | PA | 191825452 | NONE | PC | UNRESTRICTED GIFT | $50,000 | |
| JEWISH SOCIAL SERVICE AGENCY | ||||||||
| PO BOX 392492 | PITTSBURGH | PA | 152519492 | NONE | PC | UNRESTRICTED GIFT | $1,500,000 | |
| THE KENNEDY CENTER | ||||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | PC | UNRESTRICTED GIFT | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,250,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,230,584 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$389,224 | 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 | $841,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $841,881 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | LESLIE H GOLDBERG TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 17TH STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $653,395 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $48,592,139 | BookValueAmt |
| EOYFMV | $50,228,336 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $14,323 | LegalFeesAmt |
| Disbursements Charitable Prps | $14,323 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (16 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING DIFFERENCE | $488 |
| PURCHASE ACCRUED INTEREST | $4,924 |
| AMGEN COMMON SALE ADJUSTMENT | $15,109 |
| BROADCOM INC SALE ADJUSTMENT | $19,513 |
| ISHARES CORP S&P SALE ADJUSTMENT | $38,621 |
| ISHARES 0-5 YEAR TIPS SALE ADJUSTMENT | $3,563 |
| JP MORGAN CHASE & CO SALE ADJUSTMENT | $6,218 |
| MICROSOFT CORPORATION SALE ADJUSTMENT | $69,017 |
| STARBUCKS CORP SALE ADJUSTMENT | $1,709 |
| TEXAS INSTRUMENTS INC SALE ADJUSTMENT | $5,147 |
| UNION PAC CORP SALE ADJUSTMENT | $3 |
| U.S. TREASURY NOTE 2.875%SALE ADJUSTMENT | $2,463 |
| U.S. TREASURY N/B SALE ADJUSTMENT | $4,863 |
| U.S. TREASURY NOTE 1.375%SALE ADJUSTMENT | $16,950 |
| VISA INC CL A SALE ADJUSTMENT | $675 |
| WASH SALE ADJUSTMENT | $3,563 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FOREIGN FEES | $800 | $800 | $0 |
| ADR PROGRAM FEES | $187 | $187 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $521 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC FOR CROWN CASTLE | $7,969 |
| ROC FOR SUN COMMUNITIES | $4,040 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $240,902 | Amt |
| Net Investment Income | $240,902 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE H GOLDBERG TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 17TH STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,223 | Amt |
| Net Investment Income | $2,223 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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