THE GOODWIN FOUNDATION A NEW JERSEY NON PROFIT CORPORATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE GOODWIN FOUNDATION A NEW JERSEY NON PROFIT CORPORATION (EIN 22-2882244)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-22
- IRS object ID
- 202031749349100668
- Schema version
- 2019v5.1
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-22T15:52:42-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE SUITE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222882244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOODWIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 4104840118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 CLIFTON CT | AddressLine1Txt |
| City | PIKESVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNA GOODWIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4104840118 | PhoneNum |
| Signature | 2020-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2020-06-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,060,048 | 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 | $72,571 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,967 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $295,835 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,967 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $187,318 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,747 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,192 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,192 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $11,374 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $11,374 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $157 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $157 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,585 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $540 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,606 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,493 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,012 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,012 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,224 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,224 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $148,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $113,667 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $265,358 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $265,358 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $413,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $379,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$226,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,162 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,609 | CashBOYAmt |
| Cash EOY | $29,471 | CashEOYAmt |
| Cash EOYFMV | $29,471 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,220 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,821 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,361,655 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,250,787 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,977,756 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,559,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,333,079 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,060,048 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,559,484 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,333,079 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,559,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,333,079 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,559,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,333,079 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,559,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$226,405 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,333,079 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,333,079 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $295,835 | GrossSalesPriceAmt |
| Cost Or Other Basis | $210,868 | CostOrOtherBasisAmt |
| Gain Or Loss | $84,967 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $84,967 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,967 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $439,297 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,975,271 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.147649 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $407,111 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,526,699 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.161124 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $613,516 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,451,728 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.250238 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $614,624 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,911,663 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.211090 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $189,297 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,556,902 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053220 | DistributionYr5Rt |
| Total Distribution | 0.823321 | TotalDistributionRt |
| Average Distribution | 0.164664 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,909,096 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $479,023 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $832 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $479,855 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $379,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,663 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,663 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,663 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,561 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,561 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $102 | 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 | NJ | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE CROCE BOOKKEEPER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4104840118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 CLIFTON CT | AddressLine1Txt |
| City | PIKESVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD GOODWIN | ||||||||
| 11 CLIFTON CT | PIKESVILLE | MD | 21208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOANNA GOODWIN | ||||||||
| 11 CLIFTON CT | PIKESVILLE | MD | 21208 | TRUSTEE, EXECUTIVE DIRECTOR | 40.00 | $80,192 | $137 | $0 |
| JOHN GOODWIN | ||||||||
| 11 CLIFTON CT | PIKESVILLE | MD | 21208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT GOODWIN | ||||||||
| 11 CLIFTON CT | PIKESVILLE | MD | 21208 | TRUSTEE | 1.00 | $0 | $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 | $2,826,681 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,716 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,953,397 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,953,397 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,301 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,909,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $145,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $145,455 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,663 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,663 | TotalTaxAmt |
| Distributable Before Adj | $143,792 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $143,792 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $143,792 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $379,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $379,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $379,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $143,792 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $400,570 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $491,140 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $281,452 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $291,572 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,464,734 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $379,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143,792 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $235,233 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,699,967 | 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 | $1,699,967 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $400,570 | ExcessFromYear4Amt |
| Excess From Year3 | $491,140 | ExcessFromYear3Amt |
| Excess From Year2 | $281,452 | ExcessFromYear2Amt |
| Excess From Year1 | $291,572 | ExcessFromYear1Amt |
| Excess From Current Year | $235,233 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR MIDDLE EAST PEACE (ALLMEP) | |||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | PC | ENTITY SUPPORT | $30,000 | |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | ENTITY SUPPORT | $1,000 | |
| AMERICAN FRIENDS OF NEVE SHALOMWAHAT AL-SALAM | |||||||
| 229 N CENTRAL AVENUE SUITE 401 | GLENDALE | CA | 91203 | PC | PRIMARY SCHOOL ($25,000); SCHOOL FOR PEACE ($25,000) | $50,000 | |
| AMERICAN FRIENDS OF PARENT'S CIRCLE | |||||||
| 1425 RXR PLAZA EAST TOWER 15TH | UNIONDALE | NY | 11556 | PC | ENTITY SUPPORT | $1,800 | FLOOR |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 500370839 | PC | CALIFORNIA WILDFIRE RELIEF | $5,000 | |
| ARC OF BURLINGTON COUNTY INC | |||||||
| 115 E BROAD STREET | BURLINGTON | NJ | 08016 | PC | ENTITY SUPPORT | $100 | |
| ASPCA | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | PC | ENTITY SUPPORT | $50 | |
| ASPEN JEWISH CONGREGATION | |||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | PC | ENTITY SUPPORT | $100 | |
| ASPEN VALLEY SKISNOWBOARD CLUB | |||||||
| 300 AVSC DRIVE | ASPEN | CO | 81600 | PC | ENTITY SUPPORT | $2,500 | |
| BRADY CENTER | |||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | PC | ENTITY SUPPORT | $1,000 | |
| BUDDY PROGRAM | |||||||
| 110 E HALLAM STREET SUITE 125 | ASPEN | CO | 81611 | PC | ENTITY SUPPORT | $3,000 | |
| DAYTON FOUNDATION | |||||||
| 1401 S MAIN STREET SUITE 100 | DAYTON | OH | 45409 | PC | ENTITY SUPPORT | $3,000 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET SUITE 310 | PHILADELPHIA | PA | 19104 | PC | SUPPORT SCHOLARSHIP FUND OF GOODWIN SCHOOL | $1,000 | |
| DWIGHT SCHOOL FOUNDATION | |||||||
| 291 CENTRAL PARK WEST FLOOR 1 | NEW YORK | NY | 10024 | PC | SUPPORT JOSIAH DUBOIS ESSAY CONTEST | $1,000 | |
| EDUCATION FUND TO STOP GUN VIOLENCE | |||||||
| 805 15TH STREET NW SUITE 410 | WASHINGTON | DC | 20005 | PC | ENTITY SUPPORT | $1,000 | |
| ENCOUNTER PROGRAMS | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | ENTITY SUPPORT | $1,800 | |
| FAITH HEIGHTS CHURCH | |||||||
| 600 28 1/4 ROAD | GRAND JUNCTION | CO | 81506 | PC | ENTITY SUPPORT | $100 | |
| FRIENDS OF ARAVA INSTITUTE | |||||||
| 1320 CENTRE STREET SUITE 206 | NEWTON CENTRE | MA | 02459 | PC | ENTITY SUPPORT | $500 | |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | |||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | PC | ENTITY SUPPORT | $1,000 | |
| GIVAT HAVIVA EDUCATIONAL FOUNDATION | |||||||
| 601 W 26TH STREET SUITE 325-25 | NEW YORK | NY | 10001 | PC | ENTITY SUPPORT | $500 | |
| HAIFA FOUNDATION CO KIM GOLDSTEIN ESQ GATES & GOLDSTEIN LLP | |||||||
| 2 MAIN STREET SUITE 1 | ROSLYN | NY | 11576 | PC | ENTITY SUPPORT ($100); AFTER-SCHOOL PROGRAMS ($100) | $200 | |
| HIAS | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | PC | ENTITY SUPPORT | $1,000 | |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | PC | TASHEMA ($20,000); J STREET U ($20,000); ENTITY SUPPORT ($15,125) | $55,125 | |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||
| 80 MAIN STREET SSUITE 380 | WEST ORANGE | NJ | 07052 | PC | ENTITY SUPPORT | $100 | |
| JEWISH WOMEN'S ARCHIVE | |||||||
| ONE HARVARD STREET SUITE 200 | BROOKLINE | MA | 02445 | PC | ENTITY SUPPORT | $5,250 | |
| JEWISH WOMEN'S GIVING FOUNDATION | |||||||
| 101 MT ROYAL AVENUE | BALTIMORE | MD | 21201 | PC | ENTITY SUPPORT | $200 | |
| JUST VISION INC | |||||||
| 1250 H STREET NW SUITE 300 | WASHINGTON | DC | 20005 | PC | ENTITY SUPPORT | $1,800 | |
| MARINE TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | ENTITY SUPPORT | $50 | |
| MERCY CORPS | |||||||
| DEPT W NATL PROCESSING CENTER PO | PRESCOTT | AZ | 86304 | PC | SUPPORT HURRICANE DORIAN RELIEF | $20,000 | BOX 80020 |
| MIDDLE EAST PEACE DIALOGUE NETWORK | |||||||
| PO BOX 943 | ATCO | NJ | 08004 | PC | ENTITY SUPPORT | $40,000 | |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 S INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | PC | ENTITY SUPPORT | $1,000 | |
| NEW ISRAEL FUND | |||||||
| PO 177 | LEWISTON | ME | 042430177 | PC | DONOR ADVISED FUNDS: $5000-NIF; $1,000 EACH TO SOCIAL GUARD, MITVIM, HAOKETS MEDIA,+972 MAG.,MOLAD | $10,000 | |
| NEW URBAN ARTS | |||||||
| 27 WILTON STREET | SOMERVILLE | MA | 02145 | PC | ENTITY SUPPORT | $5,000 | |
| OVARIAN CANCER CIRCLE | |||||||
| PO BOX 461759 | LOS ANGELES | CA | 90046 | PC | ENTITY SUPPORT | $2,500 | |
| PASO DEL ORTE COMMUNITY FOUNDATION | |||||||
| 221 N KANSAS STREET SUITE 1900 | EL PASO | TX | 77901 | PC | SUPPORT SCHOLARSHIP FUND FOR CHILDREN OF THOSE SHOT, INJURED OR KILLED BY THE SHOOTER | $3,000 | |
| PHILANTHROPIC EDU ORG CO BARBARA WICKS TREASURER | |||||||
| 146 HEATHER LANE | ASPEN | CO | 81615 | PC | SUPPORT CHILDREN'S SCHOLARSHIPS | $500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | PC | ENTITY SUPPORT | $1,000 | |
| ROCKING THE BOAT | |||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | PC | ENTITY SUPPORT | $1,000 | |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2440 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | PC | ENTITY SUPPORT | $1,000 | |
| SALVATION ARMY | |||||||
| 701 N BROAD STREET | PHILADELPHIA | PA | 19123 | PC | ENTITY SUPPORT | $50 | |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 200363604 | PC | ENTITY SUPPORT | $100 | |
| SYRACUSE CANCER RESEARCH INSTITUTE | |||||||
| 127 EDGEMONT DRIVE | SYRACUSE | NY | 132023111 | PC | ENTITY SUPPORT | $500 | |
| TANENBAUM CENTER | |||||||
| 55 BROAD STREET | NEW YORK | NY | 10004 | PC | ENTITY SUPPORT | $1,000 | |
| THE DAVID S WYMAN INSTITUTE OF HOLOCAUST STUDIES | |||||||
| 1200 G STREET NW SUITE 800 | WASHINGTON | DC | 20005 | PC | SUPPORT THE JOSIAH DUBOIS BOOK | $3,333 | |
| TRUAH | |||||||
| 266 WEST 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | PC | ENTITY SUPPORT | $1,000 | |
| UNION OF CONCERNED SCIENTISTS | |||||||
| PO BOX 4123 | WOBURN | MA | 018884123 | PC | ENTITY SUPPORT | $1,000 | |
| UNITED NEGRO COLLEGE FUND | |||||||
| 60 PARK PLACE MILITARY PARK BLDG | NEWARK | NJ | 07102 | PC | ENTITY SUPPORT | $200 | SUITE 406 |
| UNITED WAY OF GREATER PHILADELPHIASOUTHERN NEW JERSEY | |||||||
| 1709 BENJAMIN FRANKLIN PKY | PHILADELPHIA | PA | 191031294 | PC | ENTITY SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $265,358 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,967 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,747 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,747 | 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 Person | RICHARD GOODWIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5142 | AddressLine1Txt |
| City | SNOWMASS VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $72,571 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,675 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,675 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMPHENOL CORP CL A, 2000 SH | $93,989 | $216,460 |
| BOEING CO, 600 SH | $77,483 | $195,456 |
| CDW CORP COM, 3000 SH | $116,664 | $428,520 |
| CME GROUP INC, 2000 SH | $200,425 | $401,440 |
| MOODYS CORP, 1000 SH | $103,347 | $237,410 |
| SVB FINL GROUP, 1600 SH | $194,267 | $401,664 |
| VERISK ANALYTICS INC COM, 1600 SH | $114,247 | $238,944 |
| WEX INC COM, 2200 SH | $218,353 | $460,812 |
| ZOETIS INC COM, 3000 SH | $132,012 | $397,050 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $9,191 | $0 | $9,191 |
| NEW JERSEY ANNUAL REPORT | $33 | $0 | $33 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $31,585 | $31,585 | $0 |
| OTHER FEES | $540 | $0 | $540 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL | $6,493 | $0 | $6,493 |
| FEDERAL EXCISE TAX | $3,113 | $0 | $0 |
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