THE GOODWIN FOUNDATION A NEW JERSEY NON PROFIT CORPORATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE GOODWIN FOUNDATION A NEW JERSEY NON PROFIT CORPORATION (EIN 22-2882244)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-10
- IRS object ID
- 201801919349100205
- Schema version
- 2017v2.3
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-10T12:07:52-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 STE 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 | 2017-01-01 | 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 | PO BOX 160 10421 STEVENSON RD | AddressLine1Txt |
| City | STEVENSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 211539998 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNA GOODWIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4104840118 | PhoneNum |
| Signature | 2018-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL VALUCCI CPA | PreparerPersonNm |
| PTIN | P00051704 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,782,262 | 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 | $61,715 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $61,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,876 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $106,776 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,040 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $124,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,173 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,846 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,846 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $69,254 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $69,254 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,368 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,368 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,931 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,331 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,889 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,639 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,665 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,665 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,927 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,927 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $225,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,331 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $198,199 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $435,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,331 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $407,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$310,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,842 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,059 | CashBOYAmt |
| Cash EOY | $8,599 | CashEOYAmt |
| Cash EOYFMV | $8,599 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $369,967 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,749 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,749 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,437,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,469,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,391,934 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $350,405 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $299,415 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $310,980 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,159,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,848,453 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,782,262 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,159,431 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,848,453 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,159,431 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,848,453 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,159,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,848,453 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,159,431 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$310,978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,848,453 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,848,453 | 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 | $106,776 | GrossSalesPriceAmt |
| Cost Or Other Basis | $113,652 | CostOrOtherBasisAmt |
| Gain Or Loss | -$6,876 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$6,876 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,876 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $613,516 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,451,728 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.250238 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $614,624 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,911,663 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.211090 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $189,297 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,556,902 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053220 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $253,063 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,613,083 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070041 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $214,592 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,705,184 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057917 | DistributionYr5Rt |
| Total Distribution | 0.642506 | TotalDistributionRt |
| Average Distribution | 0.128501 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,526,699 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $324,683 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $338 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $325,021 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $407,449 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $338 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $338 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $145 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $193 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $338 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | PO BOX 160 10421 STEVENSON RD | AddressLine1Txt |
| City | STEVENSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 211539998 | 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 |
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 | ||||||||
| PO BOX 943 | ATCO | NJ | 08004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOANNA GOODWIN | ||||||||
| PO BOX 943 | ATCO | NJ | 08004 | TRUSTEE, EXECUTIVE DIRECTOR | 40.00 | $76,846 | $11,188 | $0 |
| JOHN GOODWIN | ||||||||
| PO BOX 943 | ATCO | NJ | 08004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT GOODWIN | ||||||||
| PO BOX 943 | ATCO | NJ | 08004 | 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 | $2,362,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,202 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,565,177 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,565,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,526,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $338 | TotalTaxAmt |
| Distributable Before Adj | $125,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $125,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $125,997 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $407,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $407,449 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $338 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $407,111 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $400,570 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $491,140 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $891,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $407,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $281,452 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,173,162 | 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 | $1,173,162 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $400,570 | ExcessFromYear2Amt |
| Excess From Year1 | $491,140 | ExcessFromYear1Amt |
| Excess From Current Year | $281,452 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | OPERATING FUNDS | $1,000 | |
| ALLIANCE FOR MIDDLE EAST PEACE (ALLMEP) | |||||||
| 1901 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | PC | OPERATING FUNDS | $30,500 | 902 |
| AMERICAN FRIENDS OF PARENT'S CIRCLE | |||||||
| 1425 RXR PLAZA EAST TOWER 15TH | UNIONDALE | NY | 11556 | PC | OPERATING FUNDS | $1,000 | FLOOR |
| ARAVA INSTITUTE FRIENDS OF | |||||||
| 1320 CENTRE STREET SUITE 206 | NEWTON CENTRE | MA | 02459 | PC | OPERATING FUNDS | $500 | |
| ARC OF BURLINGTON COUNTY INC | |||||||
| 115 E BROAD STREET | BURLINGTON | NJ | 08016 | PC | OPERATING FUNDS | $100 | |
| AREI INC | |||||||
| PO BOX 7784 | ASPEN | CO | 81612 | PC | OPERATING FUNDS | $500 | |
| ASSOCIATED | |||||||
| 101 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | PC | OPERATING FUNDS | $1,300 | |
| ASPCA | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | PC | OPERATING FUNDS | $50 | |
| ASPEN JEWISH CONGREGATION | |||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | PC | OPERATING FUNDS | $100 | |
| AVSC | |||||||
| 300 AVSC DRIVE | ASPEN | CO | 81611 | PC | OPERATING FUNDS | $2,500 | |
| BRADY CENTER | |||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | PC | OPERATING FUNDS | $50 | |
| BUDDY PROGRAM | |||||||
| 110 E HALLAM STREET SUITE 125 | ASPEN | CO | 81611 | PC | OPERATING FUNDS | $2,500 | |
| CLAREMONT MIDDLE PTA | |||||||
| 5750 COLLEGE AVENUE | OAKLAND | CA | 94618 | PC | SUPPORT "RIDE 4 A REASON" EVENT | $100 | |
| CORE | |||||||
| PO BOX 9707 | ASPEN | CO | 81612 | PC | OPERATING FUNDS | $1,300 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE SECOND FLOOR | NEW YORK | NY | 10001 | PC | OPERATING FUNDS | $100 | |
| DWIGHT SCHOOL FOUNDATION | |||||||
| 291 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | OPERATING FUNDS | $250 | |
| ENCOUNTER PROGRAMS | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | OPERATING FUNDS | $1,800 | |
| FOUNDATION FOR SUSTAINABLE DEVELOPMENT | |||||||
| 1000 BRANNAN STREET SUITE 207 | SAN FRANCISCO | CA | 94103 | PC | OPERATING FUNDS | $2,500 | |
| GLOBAL AUTISM PROJECT | |||||||
| 252 3RD AVENUE | BROOKLYN | NY | 11215 | PC | OPERATING FUNDS | $500 | |
| HAIFA FOUNDATION CO LAW OFFICES OF BARRY J BOXER | |||||||
| 1120 AVENUE OF THE AMERICAS SUITE | NEW YORK | NY | 10036 | PC | $100 OPERATING FUNDS; $100 IS TO SUPPORT AFTER SCHOOL PGRMS FOR JEW. & ARAB CHILDREN AT RISK | $200 | 4111 |
| HIAS | |||||||
| 1300 SPRING STREET STE 500 | SILVER SPRING | MD | 20910 | PC | OPERATING FUNDS | $1,000 | |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | PC | $20,000-TASHEMA; 20,000-J STREET U; $10,000-J STREET EDU. FUND (OPERATING FUNDS) | $50,000 | |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||
| 305 SEVENTH AVENUE 19TH FLOOR | NEW YORK | NY | 100016008 | PC | OPERATING FUNDS | $100 | |
| JEWISH WOMEN'S ARCHIVE | |||||||
| ONE HARVARD STREET SUITE 200 | BROOKLINE | MA | 02445 | PC | OPERATING FUNDS | $5,500 | |
| JUST VISION INC | |||||||
| 1616 P STREET NW SUITE 340 | WASHINGTON | DC | 20036 | PC | OPERATING FUNDS | $5,000 | |
| MARINE TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | OPERATING FUNDS | $50 | |
| MIDDLE EAST PEACE DIALOGUE NETWORK | |||||||
| PO BOX 943 | ATCO | NJ | 08004 | PC | OPERATING FUNDS | $70,500 | |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | PC | SUPPORT BELLA SERA EVENT | $500 | |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | PC | OPERATING FUNDS; 1654 SOCIETY MEMBER | $1,000 | |
| NATIONAL WORLD WAR II MUSEUM | |||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | PC | OPERATING FUNDS IN HONOR OF CAPTAIN DOUGLAS S. GOODWIN | $1,000 | |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | PC | DONOR ADVISED: $5,000-NIF; $1,000-THE SOCIAL GUARD; $1,000-MOLAD; $1,000-MITVIM; $1,000-HAOKETS MEDIA; $1,000-+972 MAGAZINE; $100-OPERATING FUNDS IN HONOR OF BARBARA J. MEISLIN | $10,100 | |
| OVARIAN CANCER CIRCLE | |||||||
| PO BOX 461759 | LOS ANGELES | CA | 90046 | PC | OPERATING FUNDS | $2,500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | PC | OPERATING FUNDS | $1,000 | |
| ROCKING THE BOAT | |||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | PC | OPERATING FUNDS | $1,000 | |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2317 SNOMASS CREEK ROAD | SNOWMASS | CO | 81654 | PC | OPERATING FUNDS | $200 | |
| ROSA INTERNATIONAL MIDDLE SCHOOL | |||||||
| 485 BROWNING LAND | CHERRY HILL | NJ | 08003 | PC | TRIP EXPENSES TO NATIONALS | $500 | |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 200363604 | PC | OPERATING FUNDS | $100 | |
| SYRACUSE CANCER RESEARCH INSTITUTE | |||||||
| 127 EDGEMONT DRIVE | SYRACUSE | NY | 132023111 | PC | OPERATING FUNDS | $2,000 | |
| SALVATION ARMY | |||||||
| 701 N BROAD STREET | PHILADELPHIA | PA | 19123 | PC | OPERATING FUNDS | $50 | |
| TANENBAUM CENTER | |||||||
| 254 W 31ST STREET 7TH FLOOR | NEW YORK | NY | 10001 | PC | OPERATING FUNDS | $100 | |
| TRASHMASTERS INT'L INC | |||||||
| PO BOX 6200 | SNOWMASS VILLAGE | CO | 81615 | PC | DESIGNATED TO SCHOLARSHIPS | $500 | |
| TRUAH | |||||||
| 266 WEST 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | PC | OPERATING FUNDS | $2,500 | |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 021383780 | PC | OPERATING FUNDS | $1,000 | |
| UNITED NEGRO COLLEGE FUND | |||||||
| 9-25 ALLING STREET 2ND FLOOR | NEWARK | NJ | 07102 | PC | OPERATING FUNDS | $200 | |
| UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY | |||||||
| 1709 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 191031294 | PC | OPERATING FUNDS | $5,000 | |
| YEDID CO NANCY BORODKIN | |||||||
| 492C CEDAR LANE 335 | TEANECK | NJ | 07666 | PC | OPERATING FUNDS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,250 | 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 | $61,173 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,876 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $8,040 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $62,337 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,337 | 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 | $61,715 | 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 | $8,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK AMER CORP BOND 8% PERPTL MTY, 200 UNITS | $197,475 | $200,680 |
| CITIGROUP INC BOND 6.25% PERPTL MTY, 100000 UNITS | $101,940 | $110,300 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMPHENOL CORP CL A, 2000 UNITS | $93,989 | $175,600 |
| ATARA BIOTHERAPEUTICS INC COM, 3000 UNITS | $58,060 | $54,300 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW, 138 UNITS | $10,478 | $27,354 |
| BOEING CO, 1200 UNITS | $157,325 | $353,892 |
| CDW CORP COM, 3000 UNITS | $116,664 | $208,470 |
| CME GROUP INC, 1800 UNITS | $167,695 | $262,890 |
| MOODYS CORP, 1000 UNITS | $103,347 | $147,610 |
| SVB FINL GROUP, 1600 UNITS | $194,267 | $374,032 |
| VERISK ANALYTICS INC COM, 1600 UNITS | $114,247 | $153,600 |
| WEX INC COM, 2200 UNITS | $218,353 | $310,706 |
| ZOETIS INC COM, 3000 UNITS | $132,012 | $216,120 |
| HSBC HLDGS PLC SUB CAP SECS SECS EXCH, 4000 UNITS | $103,253 | $107,360 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $658 | $0 | $658 |
| DUES AND SUBSCRIPTIONS | $1,228 | $0 | $1,228 |
| OTHER | $41 | $0 | $41 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $8,040 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $8,040 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $27,331 | $27,331 | $0 |
| OTHER FEES | $8,600 | $0 | $8,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL | $15,639 | $0 | $15,639 |
| FEDERAL EXCISE TAX | $250 | $0 | $0 |
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