GOLDBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GOLDBERG FAMILY FOUNDATION INC (EIN 85-3053014)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202301329349100330
- Schema version
- 2022v5.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T08:00:28-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-12 | 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 | 2023-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $51,746,016 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,001,482 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,199,668 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,199,668 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$654,886 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,382,128 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $29 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,546,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,199,697 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,812 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,812 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 | $6,290 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,290 | 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 | $182,016 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $182,016 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $191,147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,424 | 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 | $746 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $746 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $456,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $259,998 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,750,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,750,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,206,511 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $259,998 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,756,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,660,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $939,699 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,693,891 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $1,507,189 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,508,509 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $55,544,726 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $53,965,512 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,237,507 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $59,238,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,472,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,746,016 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $59,238,617 | CapitalStockBOYAmt |
| Capital Stock EOY | $55,472,701 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,238,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,472,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,238,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,472,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,238,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,660,218 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $55,578,399 | SubtotalAmt |
| Other Decreases | $105,698 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,472,701 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1801. JOHNSON & JOHNSON | 2021-08-30 | 2022-01-19 | $302,037 | $303,048 | -$1,011 | -$1,011 | |
| 3263. JOHNSON & JOHNSON | 2019-10-14 | 2022-01-19 | $547,222 | $427,100 | $120,122 | $120,122 | |
| 14000. ISHARES CORE S&P TOTAL U.S. | 2021-05-18 | 2022-02-15 | $1,395,513 | $1,336,712 | $58,801 | $58,801 | |
| 5300. ISHARES CORE S&P TOTAL U.S. | 2021-05-18 | 2022-03-07 | $501,332 | $506,041 | -$4,709 | -$4,709 | |
| 16500. ISHARES CORE S&P TOTAL U.S. | 2021-05-18 | 2022-03-28 | $1,668,141 | $1,575,410 | $92,731 | $92,731 | |
| 4536. PAYPAL HOLDINGS INC | 2022-02-15 | 2022-04-21 | $422,073 | $807,955 | -$385,882 | -$385,882 | |
| 11932. UNILEVER PLC SPONS ADR | 2022-02-15 | 2022-04-21 | $546,494 | $702,524 | -$156,030 | -$156,030 | |
| 1253. APPLE COMPUTER INC | 2019-10-14 | 2022-08-19 | $216,916 | $74,053 | $142,863 | $142,863 | |
| 2834. COCA COLA CO | 2021-05-18 | 2022-08-19 | $185,056 | $154,162 | $30,894 | $30,894 | |
| 553. MC DONALDS CORP | 2021-05-18 | 2022-08-19 | $147,496 | $128,589 | $18,907 | $18,907 | |
| 2336. METLIFE INC COM | 2021-05-18 | 2022-08-19 | $157,373 | $153,637 | $3,736 | $3,736 | |
| 1680. NEXTERA ENERGY INC | 2021-05-18 | 2022-08-19 | $151,247 | $121,676 | $29,571 | $29,571 | |
| 563. UNITEDHEALTH GRP INC COM | 2021-05-18 | 2022-08-19 | $308,616 | $230,769 | $77,847 | $77,847 | |
| 1840. XCEL ENERGY INC | 2021-05-18 | 2022-08-19 | $142,192 | $130,250 | $11,942 | $11,942 | |
| 1200. 3M CO | 2022-02-15 | 2022-09-08 | $141,897 | $190,647 | -$48,750 | -$48,750 | |
| 4435. 3M CO | 2021-08-30 | 2022-09-08 | $524,428 | $896,008 | -$371,580 | -$371,580 | |
| 450. CATERPILLAR INC | 2022-02-15 | 2022-12-07 | $102,148 | $91,246 | $10,902 | $10,902 | |
| 2685. CATERPILLAR INC | 2021-08-30 | 2022-12-07 | $609,481 | $626,266 | -$16,785 | -$16,785 | |
| 250. ILLUMINA INC | 2022-02-15 | 2022-12-07 | $51,614 | $86,018 | -$34,404 | -$34,404 | |
| 1245. ILLUMINA INC | 2021-08-30 | 2022-12-07 | $257,037 | $494,903 | -$237,866 | -$237,866 | |
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,815 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$654,886 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,062 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,062 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,062 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,647 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $26,647 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,585 | OverpaymentAmt |
| Applied To ES Tax | $13,064 | AppliedToESTaxAmt |
| Refund | $521 | 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 | $75,812 |
| 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 | $182,016 | 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 | $49,791,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,567,772 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,359,307 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,359,307 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $785,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,573,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,578,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,578,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,062 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,062 | TotalTaxAmt |
| Distributable Before Adj | $2,565,634 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,565,634 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,565,634 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,756,790 | 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 | $6,756,790 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,565,634 | 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 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,192,018 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,192,018 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,756,790 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,565,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,191,156 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,383,174 | 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 | $9,383,174 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $5,192,018 | ExcessFromYear1Amt |
| Excess From Current Year | $4,191,156 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| PARTNERS IN HEALTH | ||||||||
| PO BOX 996 | FREDERICK | MD | 217059942 | NONE | PC | UNRESTRICTED GIFT | $2,000,000 | |
| FISHER HOUSE FOUNDATION | ||||||||
| 12300 TWINBROOK PARKWAY SUITE 410 | ROCKVILLE | MD | 20852 | NONE | PC | UNRESTRICTED GIFT | $1,000,000 | ATTN DONATIONS DEPARTMENT |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 885 2ND AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | NONE | GROUP | UNRESTRICTED GIFT | $1,000,000 | ATTN CAROL BLUMENFELD |
| 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 | $250,000 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | UNRESTRICTED GIFT | $250,000 | |
| MARTHA S TABLE | ||||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | NONE | PC | UNRESTRICTED GIFT | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,750,000 | 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 | $1,199,668 | 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 | -$654,886 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $29 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $544,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $544,811 | 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 | $3,001,482 | 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 | $53,965,512 | BookValueAmt |
| EOYFMV | $50,237,507 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $6,290 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,290 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MISCELLANEOUS SALES ADJUSTMENTS | $98,987 |
| MUTUAL FUND TIMING DIFFERENCE | $6,711 |
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 | $593 | $593 | $0 |
| PROGRAM FEES | $153 | $153 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $29 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $182,016 | Amt |
| Net Investment Income | $182,016 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,424 | $1,424 | $0 |
| PRIOR YEAR BALANCE DUE | $180,000 | $0 | $0 |
| CURRENT YEAR ESTIMATES | $9,723 | $0 | $0 |
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