THE GOODWIN FOUNDATION A NEW JERSEY NON PROFIT CORPORATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE GOODWIN FOUNDATION A NEW JERSEY NON PROFIT CORPORATION (EIN 22-2882244)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-12
- IRS object ID
- 201733169349100108
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-12T20:28:23-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 8562352118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO 943 | AddressLine1Txt |
| City | ATCO | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNA GOODWIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8562352118 | PhoneNum |
| Signature | 2017-11-06 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-06 | IPDt |
| IP Tm | 15:12:09 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9C578E09581E4D3CC0A0C4DA15C170AF2B1FBCFF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 841D42CDB55AA9E3247DE7607DFCD4A54B7F94D0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,440,110 | 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 | $57,957 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $38,094 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,094 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $583,988 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,870 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $98,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,966 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $74,300 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $74,300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $38,304 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $38,304 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,972 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,972 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $148 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $148 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,454 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,454 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,703 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,730 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $212,881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,454 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $471,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $471,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $684,048 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $613,621 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$585,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,512 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,302 | CashBOYAmt |
| Cash EOY | $2,059 | CashEOYAmt |
| Cash EOYFMV | $2,059 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $910,606 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $369,967 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $369,967 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $39,973 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,788,385 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,437,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,708,234 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $290 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $350,405 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $359,850 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,744,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,159,431 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,440,110 | 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 | $2,744,556 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,159,431 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,744,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,159,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,744,556 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,159,431 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,744,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$585,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,159,431 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,159,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $583,856 | $581,118 | $2,738 | $2,738 | |
| CAPITAL GAINS DIVIDENDS | $132 | $132 | $132 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,870 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $614,624 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,911,663 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.211090 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $189,297 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,556,902 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053220 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $253,063 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,613,083 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070041 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $214,592 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,705,184 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057917 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,074 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,912,135 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.013822 | DistributionYr5Rt |
| Total Distribution | 0.406090 | TotalDistributionRt |
| Average Distribution | 0.081218 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,451,728 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $199,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $105 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $199,229 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $613,621 | 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 | $105 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $105 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $105 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $250 | AppliedToEsTaxAmt |
| Total Payments And Credits | $250 | TotalPaymentsAndCreditsAmt |
| Overpayment | $145 | OverpaymentAmt |
| Applied To ES Tax | $145 | 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 | 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 | JOANNA GOODWIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8562352118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 943 | AddressLine1Txt |
| City | ATCO | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08004 | 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 | $65,000 | $9,300 | $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 | $1,875,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $613,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,489,064 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,489,064 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,336 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,451,728 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105 | TotalTaxAmt |
| Distributable Before Adj | $122,481 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,481 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,481 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $613,621 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $613,621 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $105 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $613,516 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $400,570 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $400,570 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $613,621 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,481 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $491,140 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $891,710 | 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 | $891,710 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $400,570 | ExcessFromYear1Amt |
| Excess From Current Year | $491,140 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR MIDDLE EAST PEACE (ALLMEP) | |||||||
| 1901 PENNSYLVANIA AVENUE NW SUITE | 902 | WASHINGTON | DC | 20006 | PC | OPERATING FUNDS | $30,750 |
| AMERICAN FRIENDS OF PARENT'S CIRCLE | |||||||
| 1425 RXR PLAZA EAST TOWER 15TH | FLOOR | UNIONDALE | NY | 11556 | PC | OPERATING FUNDS | $1,000 |
| AMERICAN FRIENDS OF NSWAS | |||||||
| 229 NORTH CENTRAL AVENUE SUITE 401 | GLENDALE | CA | 92103 | PC | OPERATING FUNDS | $2,500 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 96456 | WASHINGTON | DC | 200906456 | PC | OPERATING FUNDS | $2,000 | |
| 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 | $1,500 | |
| 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 | $300 | |
| BRADY CENTER | |||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | PC | OPERATING FUNDS | $50 | |
| CORE | |||||||
| PO BOX 9707 | ASPEN | CO | 81612 | PC | OPERATING FUNDS | $5,997 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE SECOND FLOOR | NEW YORK | NY | 10001 | PC | OPERATING FUNDS | $100 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET ROOM 310 | PHILADELPHIA | PA | 19104 | PC | OPERATING FUNDS | $1,000 | |
| 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 | $2,000 | |
| FRIENDS OF ARAVA INSTITUTE | |||||||
| 896 BEACON STREET | BOSTON | MA | 02215 | PC | OPERATING FUNDS | $1,000 | |
| FRIENDS OF THE JEWISH CHAPEL URIAH P LEVY CENTER & JEWISH CHAPEL USNA | |||||||
| 326 FIRST STREET SUITE 22 | ANNAPOLIS | MD | 21403 | PC | OPERATING FUNDS | $2,500 | |
| HAIFA FOUNDATION CO LAW OFFICES OF BARRY J BOXER | |||||||
| 1120 AVENUE OF THE AMERICAS SUITE | 4111 | NEW YORK | NY | 10036 | PC | OPERATING FUNDS | $200 |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | PC | OPERATING FUNDS | $100,000 | |
| JEWISH COMMUNITY FOUNDATION INC | |||||||
| 1301 SPRINGDALE ROAD SUITE 200 | CHERRY HILL | NJ | 08003 | PC | OPERATING FUNDS | $194,963 | |
| 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 | $5,000 | |
| JUST VISION INC | |||||||
| 1616 P STREET NW SUITE 340 | WASHINGTON | DC | 20036 | PC | OPERATING FUNDS | $1,800 | |
| MARINE TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANBLE | VA | 22172 | PC | OPERATING FUNDS | $50 | |
| MIDDLE EAST PEACE DIALOGUE NETWORK | |||||||
| PO BOX 943 | ATCO | NJ | 08004 | PC | OPERATING FUNDS | $22,000 | |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | PC | OPERATING FUNDS | $1,000 | |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | PC | OPERATING FUNDS | $1,500 | |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | PC | OPERATING FUNDS | $10,000 | |
| OVARIAN CANCER CIRCLE | |||||||
| PO BOX 461759 | LOS ANGELES | CA | 90046 | PC | OPERATING FUNDS | $2,500 | |
| 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 | $100 | |
| RUTGERS FOUNDATION | |||||||
| 411 COOPER STREET 2ND FLOOR | CAMDEN | NJ | 08102 | PC | OPERATING FUNDS | $62,407 | |
| 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 | $3,000 | |
| SALVATION ARMY | |||||||
| 701 N BROAD STREET | PHILADELPHIA | PA | 19123 | PC | OPERATING FUNDS | $50 | |
| TRAVIS ROY FOUNDATION CO HEMENWAY & BARNES LLP | |||||||
| 75 STATE STREET 16TH FLOOR | BOSTON | MA | 20109 | PC | OPERATING FUNDS | $1,900 | |
| 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 | $200 | |
| 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 | |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION | |||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | PC | DAVID MATZ FELLOWSHIP | $1,000 | |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PC | OPERATING FUNDS | $200 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | OPERATING FUNDS | $500 | |
| 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 | $471,167 | 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 | $38,094 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,870 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,966 | 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 4896 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $57,957 | 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 | $9,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,000 | 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 | $205,500 |
| CITIGROUP INC BOND 6.25% PERPTL MTY, 150 UNITS | $152,930 | $154,350 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMPHENOL CORP CL A, 2000 UNITS | $93,989 | $134,400 |
| ATARA BIOTHERAPEUTICS INC COM, 2000 UNITS | $72,322 | $28,400 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW, 263 UNITS | $20,926 | $42,864 |
| BOEING CO, 1200 UNITS | $157,325 | $186,816 |
| CDW CORP COM, 3000 UNITS | $116,664 | $156,270 |
| CME GROUP INC, 1800 UNITS | $167,695 | $207,630 |
| MOODYS CORP, 1000 UNITS | $103,347 | $94,270 |
| SVB FINL GROUP, 1600 UNITS | $194,267 | $274,656 |
| VERISK ANALYTICS INC COM, 1600 UNITS | $114,247 | $129,872 |
| WEX INC COM, 1600 UNITS | $151,484 | $178,560 |
| ZOETIS INC COM, 3200 UNITS | $141,481 | $171,296 |
| HSBC HLDGS PLC SUB CAP SECS SECS EXCH, 4000 UNITS | $103,253 | $103,200 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $148 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $148 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $9,730 | $0 | $9,730 |
| WRITE-OFF OF LOAN BALANCE | $39,973 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $30,454 | Amt |
| Net Investment Income | $30,454 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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