GOLDRING FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GOLDRING FAMILY FOUNDATION INC (EIN 22-3407792)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201603199349100325
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T08:58:36-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLK ADVISORY GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 WALL STREET-25TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223407792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOLDRING FAMILY FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GARY F GOLDRING | InCareOfNm |
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 2127428900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 BANK STREET | AddressLine1Txt |
| City | NEW MILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06776 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY F GOLDRING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127428900 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF REYNOLDS | PreparerPersonNm |
| PTIN | P01473337 | PTIN |
| Phone | 2123895848 | PhoneNum |
| Preparation | 2016-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $21,865,930 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,665 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,665 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,000 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,000 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $157,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,412,824 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $157,536 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$10,357 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $167,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,201 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,284 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $475 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $475 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,080,349 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,080,349 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,157,108 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,090,324 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$989,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $173,701 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,064,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,691,070 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,691,070 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,055,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,069,112 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,508,787 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,174,860 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,189,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,199,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,865,930 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $25,999,944 | CapitalStockBOYAmt |
| Capital Stock EOY | $25,999,944 | CapitalStockEOYAmt |
| Retained Earning BOY | -$4,810,823 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$5,800,087 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,189,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,199,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,189,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,199,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,189,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$989,264 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,199,857 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,199,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,500 SHS BP P.L.C. SPONSORED ADR | P | 2014-11-03 | 2015-02-11 | $99,820 | $106,283 | -$6,463 | -$6,463 |
| 2,500 SHS BP P.L.C. SPONSORED ADR | P | 2014-11-03 | 2015-02-11 | $99,820 | $106,387 | -$6,567 | -$6,567 |
| 5,000 SHS BP P.L.C. SPONSORED ADR | P | 2014-11-04 | 2015-02-11 | $199,640 | $207,423 | -$7,783 | -$7,783 |
| 5,000 SHS BP P.L.C. SPONSORED ADR | P | 2014-11-13 | 2015-02-11 | $199,640 | $204,101 | -$4,461 | -$4,461 |
| 10,000 SHS BP P.L.C. SPONSORED ADR | P | 2014-10-31 | 2015-02-11 | $399,281 | $415,109 | -$15,828 | -$15,828 |
| 2,500 SHS BP P.L.C. SPONSORED ADR | P | 2014-11-30 | 2015-04-10 | $103,353 | $100,751 | $2,602 | $2,602 |
| 2,500 SHS BP P.L.C. SPONSORED ADR | P | 2014-11-30 | 2015-04-14 | $104,488 | $100,751 | $3,737 | $3,737 |
| 1,154 SHS GS TACTICAL TILT IMPLEMENTATION FUND | P | 2014-12-30 | 2015-03-23 | $12,051 | $11,427 | $624 | $624 |
| 101,217 SHS GS TACTICAL TILT IMPLEMENTATION FUND | P | 2014-08-20 | 2015-03-23 | $1,056,701 | $1,003,056 | $53,645 | $53,645 |
| DELAFIELD FUND-LT CAPITAL GAIN DISTRIBUTIONS | P | 2005-12-16 | 2015-12-15 | $113,765 | $0 | $113,765 | $113,765 |
| TOCQUEVILLE SEL.FD-LT CAPITAL GAIN DISTRIBUTIONS | P | 2010-11-01 | 2015-12-15 | $24,265 | $0 | $24,265 | $24,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $157,536 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $942,657 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,656,655 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041606 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $920,693 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,396,057 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045141 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,125,758 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,112,111 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055974 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $926,995 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,910,139 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044332 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $600,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,100,633 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028459 | DistributionYr5Rt |
| Total Distribution | 0.215512 | TotalDistributionRt |
| Average Distribution | 0.043102 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,578,072 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $973,160 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,737 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $974,897 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,090,324 | 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 | $1,737 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,737 | SubtotalAmt |
| Tax Based On Investment Income | $1,737 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $18,263 | OverpaymentAmt |
| Applied To ES Tax | $18,263 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY F GOLDRING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127428900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 BANK STREET | AddressLine1Txt |
| City | NEW MILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| GARY F GOLDRING | ||||||||
| C/O GOLDRING FOUNDATION-24 BANK ST | NEW MILFORD | CT | 06776 | PRESIDENT\TREASURER\DIRECTOR | 0 | $0 | $0 | $0 |
| PAUL WOLANSKY | ||||||||
| C/O GOLDRING FOUNDATION-24 BANK ST | NEW MILFORD | CT | 06776 | VICE-PRESIDENT/SEC'Y | 0 | $0 | $0 | $0 |
| REBECCA GOLDRING | ||||||||
| C/O GOLDRING FOUNDATION-24 BANK ST | NEW MILFORD | CT | 06776 | DIRECTOR | 0 | $0 | $0 | $0 |
| GREGORY GOLDRING | ||||||||
| C/O GOLDRING FOUNDATION-24 BANK ST | NEW MILFORD | CT | 06776 | DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $98,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,239,104 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,584,355 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,921,901 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,921,901 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $343,829 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,578,072 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,128,904 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,128,904 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,737 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,737 | TotalTaxAmt |
| Distributable Before Adj | $1,127,167 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,127,167 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,127,167 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,090,324 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,090,324 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,737 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,088,587 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,127,167 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $996,992 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,090,324 | QualifyingDistributionsAmt |
| Applied To Year1 | $996,992 | AppliedToYear1Amt |
| Applied To Current Year | $93,332 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,033,835 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY F GOLDRING | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAMES SEE ATTACHED SCHEDULE #1 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ADDRESSES ON FILE AT | AddressLine1Txt |
| Address Line2 | SLK ADVISORY GROUP INC-48 WALL ST | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | RELATIONSHIP: NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | THE PURPOSE OF THE CASH CONTRIBUTIONS IS TO AID EACH DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTION. | GrantOrContributionPurposeTxt |
| Amt | $1,080,349 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,080,349 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,665 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $157,536 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/LOSS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,357 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $167,844 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,844 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SLK ADVISORY GROUP INC | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GREAT HOLLOW MANAGEMENT INC | |||||||||||
| 24 BANK STREET | NEW MILFORD | CT | 06776 | 2015-08-14 | $100,000 | TO PROVIDE FUNDS DIRECTLY FOR THE ACTIVE CHARITABLE EXPENDITURES OF ITS EXEMPT ACTIVITIES. | $100,000 | NO | MAY 15, 2016 | 2016-05-15 | OF THE TOTAL $100,000 EXPENDITURE RESPONSIBILITY GRANT MADE TO GREAT HOLLOW MANAGEMENT, INC., $100,000 WAS A QUALIFYING DISTRIBUTION OF INCOME BY THE GOLDRING FAMILY FOUNDATION, INC. GREAT HOLLOW MANAGEMENT, INC. HAS MET ALL REQUIRED COMPLIANCE WITH THE OUT OF CORPUS DISTRIBUTION RULES [TREASURY REGULATION 53.4942(A)-3(D)(2)]. GRANTS TREATED AS QUALIFYING DISTRIBUTIONS OF INCOME WITH RESPECT TO THE GOLDRING FAMILY FOUNDATION, INC. MAY NOT BE USED BY GREAT HOLLOW MANAGEMENT, INC. TO MEET THAT FOUNDATION'S REQUIRED MINIMUM DISTRIBUTION OF INCOME (TREASURY REGULATION 53.4942(A)-3). THESE FUNDS WERE REDISTRIBUTED AS REQUIRED OUT OF CORPUS DISTRIBUTIONS. ALL OUT OF CORPUS AND EXPENDITURE RESPONSIBILITY REPORTS FOR THE TAX YEAR ENDING 2015 HAVE BEEN RECEIVED. GREAT HOLLOW MANAGEMENT, INC. HAS PROVIDED OVERSIGHT ON ALL EXPENDITURE RESPONSIBILITY GRANTS MADE BY THE GOLDRING FAMILY FOUNDATION, INC. UNTIL FINAL GRANT REPORTS WERE RECEIVED. |
| GREAT HOLLOW MANAGEMENT INC | |||||||||||
| 24 BANK STREET | NEW MILFORD | CT | 06776 | 2015-09-23 | $100,000 | TO PROVIDE FUNDS DIRECTLY FOR THE ACTIVE CHARITABLE EXPENDITURES OF ITS EXEMPT ACTIVITIES. | $100,000 | NO | MAY 15, 2016 | 2016-05-15 | OF THE TOTAL $100,000 EXPENDITURE RESPONSIBILITY GRANT MADE TO GREAT HOLLOW MANAGEMENT, INC., $100,000 WAS A QUALIFYING DISTRIBUTION OF INCOME BY THE GOLDRING FAMILY FOUNDATION, INC. GREAT HOLLOW MANAGEMENT, INC. HAS MET ALL REQUIRED COMPLIANCE WITH THE OUT OF CORPUS DISTRIBUTION RULES [TREASURY REGULATION 53.4942(A)-3(D)(2)]. GRANTS TREATED AS QUALIFYING DISTRIBUTIONS OF INCOME WITH RESPECT TO THE GOLDRING FAMILY FOUNDATION, INC. MAY NOT BE USED BY GREAT HOLLOW MANAGEMENT, INC. TO MEET THAT FOUNDATION'S REQUIRED MINIMUM DISTRIBUTION OF INCOME (TREASURY REGULATION 53.4942(A)-3). THESE FUNDS WERE REDISTRIBUTED AS REQUIRED OUT OF CORPUS DISTRIBUTIONS. ALL OUT OF CORPUS AND EXPENDITURE RESPONSIBILITY REPORTS FOR THE TAX YEAR ENDING 2015 HAVE BEEN RECEIVED. GREAT HOLLOW MANAGEMENT, INC. HAS PROVIDED OVERSIGHT ON ALL EXPENDITURE RESPONSIBILITY GRANTS MADE BY THE GOLDRING FAMILY FOUNDATION, INC. UNTIL FINAL GRANT REPORTS WERE RECEIVED. |
| GREAT HOLLOW MANAGEMENT INC | |||||||||||
| 24 BANK STREET | NEW MILFORD | CT | 06776 | 2015-11-04 | $150,000 | TO PROVIDE FUNDS DIRECTLY FOR THE ACTIVE CHARITABLE EXPENDITURES OF ITS EXEMPT ACTIVITIES. | $150,000 | NO | MAY 15, 2016 | 2016-05-15 | OF THE TOTAL $150,000 EXPENDITURE RESPONSIBILITY GRANT MADE TO GREAT HOLLOW MANAGEMENT, INC., $150,000 WAS A QUALIFYING DISTRIBUTION OF INCOME BY THE GOLDRING FAMILY FOUNDATION, INC. GREAT HOLLOW MANAGEMENT, INC. HAS MET ALL REQUIRED COMPLIANCE WITH THE OUT OF CORPUS DISTRIBUTION RULES [TREASURY REGULATION 53.4942(A)-3(D)(2)]. GRANTS TREATED AS QUALIFYING DISTRIBUTIONS OF INCOME WITH RESPECT TO THE GOLDRING FAMILY FOUNDATION, INC. MAY NOT BE USED BY GREAT HOLLOW MANAGEMENT, INC. TO MEET THAT FOUNDATION'S REQUIRED MINIMUM DISTRIBUTION OF INCOME (TREASURY REGULATION 53.4942(A)-3). THESE FUNDS WERE REDISTRIBUTED AS REQUIRED OUT OF CORPUS DISTRIBUTIONS. ALL OUT OF CORPUS AND EXPENDITURE RESPONSIBILITY REPORTS FOR THE TAX YEAR ENDING 2015 HAVE BEEN RECEIVED. GREAT HOLLOW MANAGEMENT, INC. HAS PROVIDED OVERSIGHT ON ALL EXPENDITURE RESPONSIBILITY GRANTS MADE BY THE GOLDRING FAMILY FOUNDATION, INC. UNTIL FINAL GRANT REPORTS WERE RECEIVED. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 25,000 SHS BP P.L.C. SPONSORED | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEOVARA EUROPEAN MEZZ PARTNERS | AT COST | $135,622 | $50,000 |
| GRAND PLAZA EQUITY OWNER LLC | AT COST | $964,944 | $969,600 |
| PMC ACCESS OFFSHORE FUND | AT COST | $375,505 | $352,817 |
| GS MEZZANINE PARTNERS 2006 LP | AT COST | $988 | $134,889 |
| COBOLT OFFSHORE FUND LTD | AT COST | $2,500,000 | $4,136,014 |
| DELAFIELD ASSET MANAGEMENT | AT COST | $1,186,026 | $1,086,892 |
| TOCQUEVILLE SELECT FUND | AT COST | $732,370 | $684,648 |
| RXR REAL ESTATE VALUE ADDED FD | AT COST | $613,332 | $760,000 |
| GS TACTICAL TILT IMPLEMEN.FUND | AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE & SUPPLIES | Desc |
| Revenue And Expenses Per Books | $475 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $475 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/LOSS | Desc |
| Revenue And Expenses Per Books | -$10,357 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $62,284 | Amt |
Comments