WOLDENBERG FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WOLDENBERG FOUNDATION (EIN 72-6022665)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349103705
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:51:02-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720440297 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALCOLM M DIENES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 N CAUSEWAY BLVD | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700015341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 726022665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLDENBERG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOLD | BusinessNameControlTxt |
| Phone | 5048476078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 METAIRIE ROAD | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700054308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA B WILLIAMS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5048496078 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D TROY BOUCHER CPA | PreparerPersonNm |
| PTIN | P00323119 | PTIN |
| Phone | 5045889288 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,690,353 | 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 | $610,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $339,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $339,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $321,581 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,237,512 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $321,581 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$149,429 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,587 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,121,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $665,468 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,844 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,211 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,633 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,502 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,626 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,876 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $11,695 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $11,695 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,401 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,923 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,731 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,192 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95,967 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85,883 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,084 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $269,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $125,785 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,607,791 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,607,791 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,877,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,733,576 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$755,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $521,921 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $473,699 | CashBOYAmt |
| Cash EOY | $399,907 | CashEOYAmt |
| Cash EOYFMV | $399,907 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $74,133 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $393,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $393,478 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,765,130 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,896,496 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,765,130 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,478,291 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $44,720 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $98,520 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $98,520 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $15,459,966 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,873,668 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,285,282 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,254,813 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,032,835 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,034,875 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,403,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,563,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,690,353 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,403,827 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,563,538 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,403,827 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,563,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,403,827 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,563,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,403,827 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$755,671 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,648,156 | SubtotalAmt |
| Other Decreases | $84,618 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,563,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| PASSTHROUGH FROM K-1 INVESTMENTS | P | 2024-01-01 | 2024-12-31 | $129,949 | -$129,949 | -$129,949 | |
| PASSTHROUGH FROM K-1 INVESTMENTS | P | 2023-12-30 | 2024-12-31 | $195,360 | $195,360 | $195,360 | |
| ISHARES TR CORE S&P500 ETF | P | 2023-08-31 | 2024-02-16 | $12,485 | $12,485 | $12,485 | |
| ISHARES TR CORE S&P500 ETF (IVV) | P | 2023-08-31 | 2024-05-03 | $1,364 | $177 | $177 | $1,541 |
| ISHARES TR CORE S&P500 ETF (IVV) | P | 2023-08-31 | 2024-05-03 | $43,186 | $5,623 | $5,623 | $48,809 |
| ISHARES TR CORE S&P500 ETF (IVV) | P | 2023-08-31 | 2024-05-03 | $265,028 | $34,586 | $34,586 | $299,614 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2024-01-02 | 2024-05-03 | $6,420 | $77 | $77 | $6,497 |
| WCM FOCUSED INTERNATIONAL GROWTH FD INSTL CL N/L (WCMIX) | P | 2019-07-23 | 2024-05-03 | $70,474 | $27,526 | $27,526 | $98,000 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2023-05-01 | 2024-05-03 | $12,554 | $136 | $136 | $12,690 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2020-07-01 | 2024-05-03 | $12,445 | -$195 | -$195 | $12,250 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2020-07-15 | 2024-05-03 | $12,465 | -$207 | -$207 | $12,258 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2020-07-31 | 2024-05-03 | $12,465 | -$207 | -$207 | $12,258 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2020-08-14 | 2024-05-03 | $12,465 | -$219 | -$219 | $12,246 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2020-09-01 | 2024-05-03 | $12,465 | -$219 | -$219 | $12,246 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2020-09-15 | 2024-05-03 | $12,465 | -$232 | -$232 | $12,233 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2020-10-01 | 2024-05-03 | $12,465 | -$244 | -$244 | $12,221 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2020-10-15 | 2024-05-03 | $12,465 | -$244 | -$244 | $12,221 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2020-10-30 | 2024-05-03 | $12,466 | -$270 | -$270 | $12,196 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2020-11-13 | 2024-05-03 | $12,465 | -$244 | -$244 | $12,221 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2020-12-01 | 2024-05-03 | $12,465 | -$244 | -$244 | $12,221 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2020-12-15 | 2024-05-03 | $12,465 | -$257 | -$257 | $12,208 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2020-12-31 | 2024-05-03 | $12,465 | -$207 | -$207 | $12,258 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2021-01-15 | 2024-05-03 | $12,465 | -$219 | -$219 | $12,246 |
| PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) | P | 2021-02-01 | 2024-05-03 | $12,465 | -$232 | -$232 | $12,233 |
| STATE OF ISRAEL DEB ACTUAL/365 ISIN US46514VBB80 1.3% 02/01/2024 (46514VBB8) | P | 2021-03-08 | 2024-02-06 | $200,000 | $0 | $0 | $200,000 |
| CAPITAL GAINS DIVIDENDS | P | $179,000 | $179,000 | $179,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $321,581 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,255 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,255 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $79,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $79,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $193 | EsPenaltyAmt |
| Overpayment | $71,712 | OverpaymentAmt |
| Applied To ES Tax | $71,712 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | LA | 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 | WWW.GOLDRINGFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 5048496078 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 METAIRIE ROAD | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700054308 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A GOLDRING | ||||||||
| 524 METAIRIE ROAD | METAIRIE | LA | 700054308 | BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| JEFFREY B GOLDRING | ||||||||
| 524 METAIRIE ROAD | METAIRIE | LA | 700054308 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT STEEG | ||||||||
| 524 METAIRIE ROAD | METAIRIE | LA | 700054308 | TRUSTEE | 1.00 | $30,000 | $0 | $0 |
| MARK HALPERN | ||||||||
| 524 METAIRIE ROAD | METAIRIE | LA | 700054308 | TRUSTEE | 1.00 | $30,000 | $0 | $0 |
| MINETTE BROWN | ||||||||
| 524 METAIRIE ROAD | METAIRIE | LA | 700054308 | TRUSTEE | 1.00 | $60,000 | $0 | $0 |
| PAUL L FINE | ||||||||
| 524 METAIRIE ROAD | METAIRIE | LA | 700054308 | TREASURER | 1.00 | $0 | $0 | $0 |
| LISA B WILLIAMS | ||||||||
| 524 METAIRIE ROAD | METAIRIE | LA | 700054308 | SECRETARY | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MINETTE BROWN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 METAIRIE ROAD | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700054308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TRUSTEE | ServiceTypeTxt |
| Compensation | $60,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS FOR SCHOLARSHIPS | Description1Txt |
| Expenses1 | $783,000 | Expenses1Amt |
| Description2 | DONATIONS FOR JEWISH CAUSES | Description2Txt |
| Expenses2 | $381,975 | Expenses2Amt |
| Description3 | DONATIONS FOR ARTS & CULTURE | Description3Txt |
| Expenses3 | $230,000 | Expenses3Amt |
| Description4 | DONATIONS FOR EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES | Description4Txt |
| Expenses4 | $129,300 | Expenses4Amt |
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 | $29,191,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $371,440 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $98,520 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,661,323 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,661,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $444,920 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,216,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,460,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,460,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,255 | TotalTaxAmt |
| Distributable Before Adj | $1,453,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,453,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,453,565 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,733,576 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,733,576 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,453,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,657,381 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $831,870 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,681,495 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,407,167 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,404,164 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,982,077 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,733,576 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,453,565 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $280,011 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,262,088 | 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 | $1,657,381 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,604,707 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $831,870 | ExcessFromYear4Amt |
| Excess From Year3 | $1,681,495 | ExcessFromYear3Amt |
| Excess From Year2 | $2,407,167 | ExcessFromYear2Amt |
| Excess From Year1 | $2,404,164 | ExcessFromYear1Amt |
| Excess From Current Year | $280,011 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LISA B WILLIAMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 METAIRIE ROAD | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700054308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5048496087 | RecipientPhoneNum |
| Recipient Email Address | LISA@GOLDRINGFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | EMAIL LISA@GOLDRINGFOUNDATION.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| PASS-THROUGH CONTRIBUTIONS FROM K-1 INVESTMENTS | |||||||
| 524 METAIRIE ROAD | METAIRIE | LA | 70005 | NONE | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $16 | |
| AMERICAN FRIENDS OF ALYN HOSPITAL | |||||||
| 122 E 42 STREET 1519 | NEW YORK | NY | 10168 | NONE | JEWISH CAUSES | $150,000 | |
| AMERICAN FRIENDS OF MDA | |||||||
| 3300 PGA BLVD SUITE 307 | PALM BEACH GARDENS | FL | 33410 | NONE | JEWISH CAUSES | $50,000 | |
| ASSOC BUILDRS & CONT | |||||||
| 5001 SHADELAND AVE | INDIANAPOLIS | IN | 46226 | NONE | SCHOLARSHIPS | $3,000 | |
| ASSUMPTION HS LOUISVILLE | |||||||
| 2170 TYLER LN | LOUISVILLE | KY | 40205 | NONE | SCHOLARSHIPS | $7,000 | |
| AUBURN UNIVERSITY | |||||||
| 182 S COLLEGE ST | AUBURN | AL | 36849 | NONE | SCHOLARSHIPS | $3,000 | |
| AVODAH NEW ORLEANS | |||||||
| 195 MONTAGUE STREET FLOOR 14 | BROOKLYN | NY | 11201 | NONE | JEWISH CAUSES | $20,000 | |
| BELLARMINE UNIVERSITY | |||||||
| 2001 NEWBURG RD | LOUISVILLE | KY | 40205 | NONE | SCHOLARSHIPS | $3,000 | |
| BETHLEHEM HIGH SCHOOL | |||||||
| 309 W STEPHEN FOSTER AVE | BARDSTOWN | KY | 40004 | NONE | SCHOLARSHIPS | $12,000 | |
| BIRTHRIGHT ISRAEL | |||||||
| 711 THIRD AVENUE FLOOR 10 | NEW YORK | NY | 10017 | NONE | JEWISH CAUSES | $100,000 | |
| BLUEGRASS CTC | |||||||
| 500 NEWTON PIKE | LEXINGTON | KY | 40508 | NONE | SCHOLARSHIPS | $4,000 | |
| BREASTORATION | |||||||
| 201 EVANS ROAD SUITE 319 | NEW ORLEANS | LA | 70123 | NONE | HEALTH | $5,000 | |
| BRIDGE HOUSE | |||||||
| 4150 EARHART BLVD | NEW ORLEANS | LA | 70125 | NONE | HEALTH | $25,000 | |
| CAMPBELLSVILLE UNIVERSITY | |||||||
| 1 UNIVERSITY DRIVE | CAMPBELLSVILLE | KY | 42718 | NONE | SCHOLARSHIPS | $15,000 | |
| CENTRE COLLEGE | |||||||
| 600 W WALNUT STREET | DANVILLE | KY | 40422 | NONE | SCHOLARSHIPS | $3,000 | |
| CITY YEAR | |||||||
| 3400 ST CLAUDE AVENUE | NEW ORLEANS | LA | 70117 | NONE | EDUCATION | $50,000 | |
| COVENANT HOUSE | |||||||
| 611 N RAMPART STREET | NEW ORLEANS | LA | 70112 | NONE | HUMAN SERVICES | $10,000 | |
| CRIME STOPPERS | |||||||
| PO BOX 55249 | METAIRIE | LA | 70055 | NONE | CIVIL AFFAIRS | $5,000 | |
| DEPAUL UNIVERSITY | |||||||
| 2000 PENNINGTON RD | CHICAGO | IL | 60614 | NONE | SCHOLARSHIPS | $3,000 | |
| DORDT UNIVERSITY | |||||||
| 700 7TH STREET NE | SIOUX CENTER | IA | 51250 | NONE | SCHOLARSHIPS | $4,000 | |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | SCHOLARSHIPS | $3,000 | |
| EASTERN KENTUCKY UNIVERSITY | |||||||
| 521 LANCASTER AVE | RICHMOND | KY | 40475 | NONE | SCHOLARSHIPS | $45,000 | |
| ELIZABETHTOWN CTC | |||||||
| 600 COLLEGE STREET ROAD | ELIZABETHTOWN | KY | 42701 | NONE | SCHOLARSHIPS | $28,000 | |
| FORDHAM UNIVERSITY | |||||||
| FORDHAM UNIVERSITY | BRONX | NY | 10458 | NONE | SCHOLARSHIPS | $7,000 | |
| FRIENDS OF IDF | |||||||
| 60 EAST 42 STREET | NEW YORK | NY | 10165 | NONE | JEWISH CAUSES | $30,000 | |
| GEORGETOWN COLLEGE | |||||||
| 400 E COLLEGE STREET | GEORGETOWN | KY | 40324 | NONE | SCHOLARSHIPS | $12,000 | |
| GERMAN INTERNATIONAL SCHOOL OF SILICON VALLEY | |||||||
| 310 EASY STREET | MOUNTAIN VIEW | CA | 94043 | NONE | SCHOLARSHIPS | $4,000 | |
| GRAND RAPIDS CC | |||||||
| 143 BOSTWICK AVE NE | GRAND RAPIDS | MI | 49503 | NONE | SCHOLARSHIPS | $3,000 | |
| GREATER NEW ORLEANS DEVELOP FOUNDATION | |||||||
| 1100 POYDRAS STREET SUITE 3475 | NEW ORLEANS | LA | 70163 | NONE | HUMAN SERVICES | $12,500 | |
| HANOVER COLLEGE | |||||||
| 517 BALL DRIVE | HANOVER | IN | 47243 | NONE | SCHOLARSHIPS | $7,000 | |
| INDIANA UNIVERSITY INDIANAPOLIS | |||||||
| 420 UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | NONE | SCHOLARSHIPS | $4,000 | |
| INDIANA UNIVERSITY SE | |||||||
| 4201 GRANT LINE RD | NEW ALBANY | IN | 47150 | NONE | SCHOLARSHIPS | $7,000 | |
| JEWISH CHILDREN'S REGIONAL SERVICE | |||||||
| PO BOX 7368 | METAIRIE | LA | 700107368 | NONE | JEWISH CAUSES | $25,000 | |
| KCTCS | |||||||
| 300 N MAIN ST | VERSAILLES | KY | 40383 | NONE | SCHOLARSHIPS | $3,000 | |
| KEARNEY CATHOLIC HS | |||||||
| 110 E 35TH ST | KEARNEY | NE | 68847 | NONE | SCHOLARSHIPS | $7,000 | |
| KENTUCKY COUNTRY DAY SCHOOL | |||||||
| 4100 SPRINGDALE RD | LOUISVILLE | KY | 40241 | NONE | SCHOLARSHIPS | $4,000 | |
| KENTUCKY STATE UNIVERSITY | |||||||
| 400 E MAIN ST | FRANKFORT | KY | 40601 | NONE | SCHOLARSHIPS | $3,000 | |
| KENTUCKY WESLEYAN COLLEGE | |||||||
| 3000 FREDERICA ST | OWENSBORO | KY | 42301 | NONE | SCHOLARSHIPS | $25,000 | |
| LINDSEY WILSON COLLEGE | |||||||
| 210 LINDSEY WILSON ST | COLUMBIA | KY | 42728 | NONE | SCHOLARSHIPS | $4,000 | |
| LOUISIANA ENDOWMENT FOR THE HUMANITIES | |||||||
| 938 LAFAYETTE STREET SUITE 300 | NEW ORLEANS | LA | 70113 | NONE | ARTS & CULTURE | $5,000 | |
| LOUISVILLE COLLEGIATE | |||||||
| 2427 GLENMARY AVE | LOUISVILLE | KY | 40204 | NONE | SCHOLARSHIPS | $3,000 | |
| LOUISVILLE HOLY CROSS | |||||||
| 5144 DIXIE HWY | SHIVELY | KY | 40216 | NONE | SCHOLARSHIPS | $3,000 | |
| LSU | |||||||
| 156 THOMAS BOYD HALL | BATON ROUGE | LA | 70803 | NONE | SCHOLARSHIPS | $10,000 | |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| WALL STREET PLAZA/88 PINE STREET | NEW YORK | NY | 10005 | NONE | HEALTH | $6,000 | SUITE 2400 |
| MIDWAY UNIVERSITY | |||||||
| 512 E STEPHENS ST | MIDWAY | KY | 40347 | NONE | SCHOLARSHIPS | $17,000 | |
| MILKEN COMMUNITY SCHOOLS | |||||||
| 15800 ZELDINS WAY | LOS ANGELES | CA | 90049 | NONE | EDUCATION | $1,800 | |
| NATIONAL WW II MUSEUM | |||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NONE | ARTS & CULTURE | $215,000 | |
| NEW ORLEANS WOMEN & CHILDREN'S SHELTER | |||||||
| 2625 IBERVILLE STREET | NEW ORLEANS | LA | 70119 | NONE | HUMAN SERVICES | $15,000 | |
| NEW SCHOOLS NEW ORLEANS | |||||||
| 1555 POYDRAS STREET SUITE 781 | NEW ORLEANS | LA | 70112 | NONE | EDUCATION | $25,000 | |
| NORTH AMERICAN LINEMAN TRAINING CENTER | |||||||
| 1650 TRACE CREEK RD | MCEWEN | TN | 37101 | NONE | SCHOLARSHIPS | $4,000 | |
| NORTH GEORGIA TECH COLLEGE | |||||||
| 1500 GA-197 | CLARKSVILLE | GA | 30523 | NONE | SCHOLARSHIPS | $3,000 | |
| NORTHERN KENTUCKY UNIVERSITY | |||||||
| 1 LOUIE B NUNN DR | HIGHLAND HEIGHTS | KY | 41099 | NONE | SCHOLARSHIPS | $4,000 | |
| NOTRE DAME UNIVERSITY | |||||||
| NOTRE DAME UNIVERSITY | NOTRE DAME | IN | 46556 | NONE | SCHOLARSHIPS | $7,000 | |
| OGDEN MUSEUM OF SOUTHERN ART | |||||||
| 925 CAMP STREET | NEW ORLEANS | LA | 70130 | NONE | ARTS & CULTURE | $10,000 | |
| OHIO STATE UNIVERSITY | |||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | NONE | SCHOLARSHIPS | $12,000 | |
| OREGON STATE UNIVERSITY | |||||||
| 1500 SW JEFFERSON WAY | CORVALLIS | OR | 97331 | NONE | SCHOLARSHIPS | $7,000 | |
| OWENSBORO CATHOLIC HS | |||||||
| 1524 W PARRISH AVE | OWENSBORO | KY | 42301 | NONE | SCHOLARSHIPS | $19,000 | |
| OWENSBORO CTC | |||||||
| 4800 NEW HARTFORD RD | OWENSBORO | KY | 42303 | NONE | SCHOLARSHIPS | $64,000 | |
| POSSE FOUNDATION | |||||||
| 1555 POYDRAS STREET SUITE 470 | NEW ORLEANS | LA | 70112 | NONE | EDUCATION | $15,000 | |
| PURDUE UNIVIVERSITY | |||||||
| 610 PURDUE MALL WEST | LAFAYETTE | IN | 47907 | NONE | SCHOLARSHIPS | $7,000 | |
| RADFORD UNIVERSITY | |||||||
| 801 E MAIN ST | RADFORD | VA | 24142 | NONE | SCHOLARSHIPS | $3,000 | |
| RIO HONDO COLLEGE | |||||||
| 3600 WORKMAN MILL RD | WHITTIER | CA | 90601 | NONE | SCHOLARSHIPS | $3,000 | |
| ROCHESTER INS TECH | |||||||
| 1 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | NONE | SCHOLARSHIPS | $7,000 | |
| SACRED HEART ACADEMY | |||||||
| 3175 LEXINGTON RD | LOUISVILLE | KY | 40206 | NONE | SCHOLARSHIPS | $7,000 | |
| SAINT XAVIER UNIVERSITY | |||||||
| 3700 W 103RD STREET | CHICAGO | IL | 60655 | NONE | SCHOLARSHIPS | $4,000 | |
| SAVE A CHILD'S HEART | |||||||
| PO BOX 2006 | ROCKVILLE | MD | 20847 | NONE | HEALTH | $5,000 | |
| SEMINOLE STATE COLLEGE | |||||||
| 2701 BOREN BLVD | SEMINOLE | OK | 74868 | NONE | SCHOLARSHIPS | $4,000 | |
| SOMERSETT CC | |||||||
| 808 MONTICELLO STREET | SOMERSET | KY | 42501 | NONE | SCHOLARSHIPS | $3,000 | |
| SOUTHERN MAINE CC | |||||||
| 96 FALMOUTH ST | PORTLAND | ME | 04103 | NONE | SCHOLARSHIPS | $7,000 | |
| SPALDING UNIV | |||||||
| 901 S 4TH STREET | LOUISVILLE | KY | 40203 | NONE | SCHOLARSHIPS | $4,000 | |
| ST XAVIER HIGH SCHOOL | |||||||
| 1609 POPLAR LEVEL RD | LOUISVILLE | KY | 40508 | NONE | SCHOLARSHIPS | $4,000 | |
| STEEG FAMILY FOUNDATION | |||||||
| 201 ST CHARLES AVENUE SUITE 3201 | NEW ORLEANS | LA | 701701032 | NONE | EDUCATION | $15,000 | |
| SUNY BUFFALO | |||||||
| 134 JACOBS HL | BUFFALO | NY | 14260 | NONE | SCHOLARSHIPS | $4,000 | |
| SUNY COBLESKILL | |||||||
| 106 SUFFOLK CIRCLE | COBLESKILL | NY | 12043 | NONE | SCHOLARSHIPS | $4,000 | |
| TEMPLE SINAI PALM DESERT | |||||||
| 73251 HOVLEY LANE WEST | PALM DESERT | CA | 922600319 | NONE | JEWISH CAUSES | $1,975 | |
| TOWSON UNIV | |||||||
| 8000 YORK RD | TOWSON | MD | 21252 | NONE | SCHOLARSHIPS | $4,000 | |
| TRANSYLVANIA UNIVERSITY | |||||||
| 300 N BROADWAY | LEXINGTON | KY | 40508 | NONE | SCHOLARSHIPS | $3,000 | |
| TRINITY HIGH SCHOOL | |||||||
| 4011 SHELBYVILLE RD | ST MATTHEWS | KY | 40207 | NONE | SCHOLARSHIPS | $12,000 | |
| TULANE UNIVERSITY | |||||||
| 4238 ST CHARLES AVENUE | NEW ORLEANS | LA | 70115 | NONE | EDUCATION | $10,000 | |
| TX A&M KINGSVILLE | |||||||
| 700 UNIVERSITY BLVD | KINGSVILLE | TX | 78363 | NONE | SCHOLARSHIPS | $7,000 | |
| UNIVERSITY AT BUFFALO | |||||||
| 190 FOUNDERS PROM | AMHERST | NY | 14068 | NONE | SCHOLARSHIPS | $3,000 | |
| UNIVERSITY OF AL HUNTSVILLE | |||||||
| 301 SPARKMAN DR | HUNTSVILLE | AL | 35899 | NONE | SCHOLARSHIPS | $3,000 | |
| UNIVERSITY OF ALABAMA | |||||||
| UNIVERSITY OF ALABAMA | TUSCALOOSA | AL | 35487 | NONE | SCHOLARSHIPS | $3,000 | |
| UNIVERSITY OF ALABAMA | |||||||
| UNIVERSITY OF ALABAMA | TUSCALOOSA | AL | 35487 | NONE | SCHOLARSHIPS | $4,000 | |
| UNIVERSITY OF ARIZONA | |||||||
| 1200 E UNIVERSITY BLVD | TUCSON | AZ | 85721 | NONE | SCHOLARSHIPS | $7,000 | |
| UNIVERSITY OF CINCINNATI | |||||||
| 2600 CLIFTON AVE | CINCINNATI | OH | 45221 | NONE | SCHOLARSHIPS | $4,000 | |
| UNIVERSITY OF CUMBERLANDS | |||||||
| 6178 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | NONE | SCHOLARSHIPS | $11,000 | |
| UNIVERSITY OF EVANSVILLE | |||||||
| 1800 LINCOLN AVE | EVANSVILLE | IN | 47722 | NONE | SCHOLARSHIPS | $3,000 | |
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | NONE | EDUCATION | $2,500 | |
| UNIVERSITY OF IOWA | |||||||
| UNIVERSITY OF IOWA | IOWA CITY | IA | 52242 | NONE | SCHOLARSHIPS | $4,000 | |
| UNIVERSITY OF KENTUCKY | |||||||
| 301 PETERSON SERVICE BUILDING 0005 | LEXINGTON | KY | 40506 | NONE | SCHOLARSHIPS | $65,000 | |
| UNIVERSITY OF LOUISVILLE | |||||||
| 2301 S 3RD ST | LOUISVILLE | KY | 40292 | NONE | SCHOLARSHIPS | $46,000 | |
| UNIVERSITY OF MIAMI | |||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | NONE | SCHOLARSHIPS | $4,000 | |
| UNIVERSITY OF MISSISSIPPI | |||||||
| UNIVERSITY OF MISSISSIPPI | UNIVERSITY | MS | 38677 | NONE | SCHOLARSHIPS | $4,000 | |
| UNIVERSITY OF NEBRASKA KEARNEY | |||||||
| 2504 9TH AVENUE | KEARNEY | NE | 68849 | NONE | SCHOLARSHIPS | $3,000 | |
| UNIVERSITY OF NEBRASKA-LINCOLN | |||||||
| 1400 R ST | LINCOLN | NE | 68588 | NONE | SCHOLARSHIPS | $3,000 | |
| UNIVERSITY OF NEVADA-RENO | |||||||
| 1664 N VIRGINIA ST | RENO | NV | 89557 | NONE | SCHOLARSHIPS | $7,000 | |
| UNIVERSITY OF NEW ENGLAND-BIDDEFORD | |||||||
| 11 HILLS BEACH RD | BIDDEFORD | ME | 04005 | NONE | SCHOLARSHIPS | $7,000 | |
| UNIVERSITY OF NORTH ALABAMA | |||||||
| 1 HARRISON PLAZA | FLORENCE | AL | 35632 | NONE | SCHOLARSHIPS | $7,000 | |
| UNIVERSITY OF SCRANTON | |||||||
| 800 LINDEN ST | SCRANTON | PA | 18510 | NONE | SCHOLARSHIPS | $4,000 | |
| UNIVERSITY OF SOUTH ALABAMA | |||||||
| 307 N UNIVERSITY BLVD | MOBILE | AL | 36688 | NONE | SCHOLARSHIPS | $7,000 | |
| UNIVERSITY OF SOUTH CAROLINA | |||||||
| UNIVERSITY OF SOUTH CAROLINA | COLUMBIA | SC | 29208 | NONE | SCHOLARSHIPS | $4,000 | |
| UNIVERSITY OF SOUTHERN INDIANA | |||||||
| 8600 UNIVERSITY BLVD | EVANSVILLE | IN | 47712 | NONE | SCHOLARSHIPS | $15,000 | |
| UNIVERSITY OF SOUTHERN MAINE | |||||||
| 96 FALMOUTH ST | PORTLAND | ME | 04103 | NONE | SCHOLARSHIPS | $4,000 | |
| UNIVERSITY OF TAMPA | |||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 33606 | NONE | SCHOLARSHIPS | $3,000 | |
| UNIVERSITY OF TENNESSEE | |||||||
| UNIVERSITY OF TENNESSEE | KNOXVILLE | TN | 37996 | NONE | SCHOLARSHIPS | $4,000 | |
| UNIVERSITY OF TENNESSEE | |||||||
| UNIVERSITY OF TENNESSEE | KNOXVILLE | TN | 37996 | NONE | SCHOLARSHIPS | $14,000 | |
| VALOR CHRISTIAN HS | |||||||
| 3775 GRACE BLVD | HIGHLANDS RANCH | CO | 80126 | NONE | SCHOLARSHIPS | $4,000 | |
| VIRGINIA TECH | |||||||
| VIRGINIA TECH | BLACKSBURG | VA | 24061 | NONE | SCHOLARSHIPS | $7,000 | |
| WESTERN KENTUCKY UNIVERSITY | |||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | NONE | SCHOLARSHIPS | $55,000 | |
| WHITESVILLE TRINITY HS | |||||||
| 10510 MAIN CROSS ST | WHITESVILLE | KY | 42378 | NONE | SCHOLARSHIPS | $4,000 | |
| WINSTON ACADEMY HS | |||||||
| 111 RICHARDSON RD | LOUISVILLE | MS | 39339 | NONE | SCHOLARSHIPS | $4,000 | |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | JEWISH CAUSES | $5,000 | |
| XAVIER UNIVERSITY | |||||||
| 3800 VICTORY PKWY | CINCINNATI | OH | 45207 | NONE | SCHOLARSHIPS | $3,000 | |
| YOUTH EMPOWERMENT PROJECT | |||||||
| 1600 ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | NONE | EDUCATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,607,791 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $339,300 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,587 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $321,581 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS-THROUGH UBTI FROM K-1 INVESTMENTS | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$154,016 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$154,016 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $665,468 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $511,452 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG |
| 7 | EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG |
| 8 | GAINS ON SALE OF INVESTMENTS TO BE DISTRIBUTED TO CHAR. ORG |
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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDRING FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501 (C)(3) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
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 | WILLIAM A GOLDRING | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 METAIRIE ROAD | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $610,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,502 | Amt |
| Net Investment Income | $2,626 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,876 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | 2.THE ELECTION TO TREAT A PRIOR DISTRIBUTION OUT OF CORPUS AS A CURRENT DISTRIBUTION OUT OF CORPUS IS MADE BY ATTACHING A STATEMENT TO THE RETURN THE FOUNDATION IS REQUIRED TO FILE UNDER IRC 6033 WITH RESPECT TO THE TAXABLE YEAR FOR WHICH THE ELECTION IS TO APPLY. THE STATEMENT MUST CONTAIN A STATEMENT BY AN APPROPRIATE FOUNDATION MANAGER, WITHIN THE MEANING OF IRC 4946(B)(1), THAT THE FOUNDATION IS MAKING AN ELECTION UNDER THE PROVISIONS OF REG. 53.4942(A) 3(C)(2)(IV), AND THAT THE DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF A PRIOR TAXABLE YEAR(S) WHICH WAS TREATED UNDER REG. 4942(A) 3(D)(1)(III) AS A DISTRIBUTION OUT OF CORPUS. SEE REG. 301.9100 1 WITH REGARD TO AN EXTENSION OF TIME FOR MAKING CERTAIN ELECTIONS. | ElectionDesc |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | 53.4942(A)-3(D)(2) ELECTION.THE FOUNDATION ELECTS UNDER REG SECTION 53.4942(A)-3(D)(2) TO TREAT THE DISTRIBUTION AS MADE OUT OF THE CORPUS. THE FOUNDATION MANAGER (WITHIN THE MEANING OF SECTION 4946(B)(1)) DECLARES THE FOUNDATION IS MAKING THE ELECTION UNDER THIS SUBPARAGRAPH, AND THE DISTRIBUTION IS BEING MADE OUT OF THE CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $14,873,668 | EOYBookValueAmt |
| EOYFMV | $19,285,282 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,032,835 | BookValueAmt |
| EOYFMV | $9,034,875 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $12,844 | LegalFeesAmt |
| Net Investment Income | $3,211 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,633 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCES ON RECOGNITION OF INVESTMENT INCOME | $5,179 |
| NONDEDUCTIBLE EXPENSES | $79,439 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $180 | $45 | $0 | $135 |
| INSURANCE | $13,080 | $3,270 | $0 | $9,810 |
| OFFICE EXPENSE | $186 | $47 | $0 | $139 |
| INVESTMENT FEES | $13,924 | $13,924 | $0 | $0 |
| PASS-THROUGH INVESTMENT EXPENSES FROM K-1 INVESTMENTS | $28,085 | $28,085 | $0 | $0 |
| PASS-THROUGH OTHER EXPENSES FROM K-1 INVESTMENTS | $40,512 | $40,512 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT PORTFOLIO | $282 | $282 | |
| PASS-THROUGH FROM K-1 INVESTMENTS | $4,305 | $4,305 | |
| PASS-THROUGH UBTI FROM K-1 INVESTMENTS | -$154,016 | $0 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | WITHIN THE MEANING OF IRC 4946(B)(1), THE FOUNDATION IS MAKING AN ELECTION UNDER THE PROVISIONS OF REG. 53.4942(A) 3(C)(2)(IV), AND ADDITIONAL $750,000 OF DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF A PRIOR TAXABLE YEAR(S) WHICH WAS TREATED UNDER REG. 4942(A) 3(D)(1)(III) AS A DISTRIBUTION OUT OF CORPUS. | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT PORTFOLIO FOREIGN TAXES | $3,926 | $3,926 | $0 | $0 |
| PASS-THROUGH FOREIGN TAXES FROM K-1 INVESTMENTS | $3,475 | $3,475 | $0 | $0 |
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