Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
Alvin Goldfarb Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)6349 Clayton Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Saint Louis, MO631171808
A Employer identification number

43-1621937
B Telephone number (see instructions)

(314) 725-7765
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$210,619,083
J Accounting method:
Modified Accrual
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 421,697 421,697  
4 Dividends and interest from securities... 2,545,176 2,545,176  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,063,827
b Gross sales price for all assets on line 6a 123,778,546
7 Capital gain net income (from Part IV, line 2)... 6,063,827
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 36,698 36,379  
12 Total. Add lines 1 through 11........ 9,067,398 9,067,079  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 251,290 7,036   244,254
14 Other employee salaries and wages...... 403,186     403,186
15 Pension plans, employee benefits....... 18,153 141   18,012
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... 47,222 10,539   36,683
c Other professional fees (attach schedule).... 959,024 921,147   37,877
17 Interest............... 2,348 2,348    
18 Taxes (attach schedule) (see instructions)... 74,074 19,338   33,047
19 Depreciation (attach schedule) and depletion... 2,545    
20 Occupancy.............. 29,643     29,643
21 Travel, conferences, and meetings....... 5,868     5,868
22 Printing and publications.......... 340     340
23 Other expenses (attach schedule)....... 33,611 27,425   6,186
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,827,304 987,974   815,096
25 Contributions, gifts, grants paid....... 26,059,430 26,744,452
26 Total expenses and disbursements. Add lines 24 and 25 27,886,734 987,974   27,559,548
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,819,336
b Net investment income (if negative, enter -0-) 8,079,105
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 99,359 48,803 48,803
2 Savings and temporary cash investments......... 39,549,805 42,918,092 42,929,827
3 Accounts receivable bullet1,060,017
Less: allowance for doubtful accounts bullet   328,096 1,060,017 1,060,017
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet3,653,576
Less: allowance for doubtful accounts bullet0 3,553,576 3,653,576 3,653,576
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 93,941,578 Click to see attachment73,999,486 161,938,376
c Investments—corporate bonds (attach schedule).......   Click to see attachment900,000 895,209
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 0  
14 Land, buildings, and equipment: basis bullet26,668
Less: accumulated depreciation (attach schedule) bullet16,704 12,510 Click to see attachment9,964 9,964
15 Other assets (describe bullet) Click to see attachment39,902 Click to see attachment83,311 Click to see attachment83,311
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 137,524,826 122,673,249 210,619,083
Liabilities 17 Accounts payable and accrued expenses.......... 5,029 19,612
18 Grants payable................. 4,165,619 609,526
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22)......... 4,170,648 629,138
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 133,354,178 122,044,111
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 133,354,178 122,044,111
31 Total liabilities and net assets/fund balances (see instructions). 137,524,826 122,673,249
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
133,354,178
2
Enter amount from Part I, line 27a .....................
2
-18,819,336
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,509,269
4
Add lines 1, 2, and 3 ..........................
4
122,044,111
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
122,044,111
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 123,778,546 0 117,714,719 6,063,827
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 6,063,827
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 6,063,827
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 10,625,545 224,912,162 0.047243
2016 13,774,835 216,839,248 0.063526
2015 13,350,981 286,573,006 0.046588
2014 11,767,339 267,600,849 0.043973
2013 8,647,769 237,267,343 0.036447
2
Total of line 1, column (d) .....................
2
0.237777
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047555
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
229,664,942
5
Multiply line 4 by line 3......................
5
10,921,716
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
80,791
7
Add lines 5 and 6........................
7
11,002,507
8
Enter qualifying distributions from Part XII, line 4,.............
8
27,559,548
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 80,791
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 80,791
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 80,791
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 83,311
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -83311 7 83,311
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,520
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,520 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJean M Cody CPA Telephone no.bullet (314) 725-7765

    Located atbullet6349 Clayton RdSt LouisMO ZIP+4bullet63117
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Robert Goldfarb Trustee
    1.00
    0 0 0
    6349 Clayton Rd
    Saint Louis,MO63117
    Jean M Cody CPA Trustee/Manager
    40.00
    251,290 0 0
    6349 Clayton Road
    St Louis,MO63117
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    Robert M Gioia Executive Director
    50.00
    202,286 0 0
    15 Vouga Lane
    Saint Louis,MO63131
    Michael Sorth Executive Director
    50.00
    200,900 0 0
    3820 Regal Place
    Saint Louis,MO63109
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Jean M Cody CPA PC Grant Management, Accounting and Tax Services 91,722
    6349 Clayton Road
    St Louis,MO63117
    DTS Consulting Group Co IT Services 64,530
    109 Blackthorn Drive
    Saint Louis,MO63123
    Zap Web Works LLC Website Design Services 60,758
    2036 Westbrook Drive
    Saint Louis,MO63114
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    195,630,292
    b
    Average of monthly cash balances.......................
    1b
    37,532,086
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    233,162,378
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    233,162,378
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,497,436
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    229,664,942
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    11,483,247
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    11,483,247
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    80,791
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    80,791
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    11,402,456
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    11,402,456
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    11,402,456
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    27,559,548
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    27,559,548
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    80,791
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    27,478,757
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 11,402,456
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 10,947,604
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 27,559,548
    a Applied to 2017, but not more than line 2a 10,947,604
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 11,402,456
    e Remaining amount distributed out of corpus 5,209,488
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,209,488
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    5,209,488
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 5,209,488
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NA
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Beyond Housing
    6506 Wright Way
    Saint Louis,MO63121
      PC Community Reseource ManagementPagedale Family Support CtrFamily Engagement Liaison 526,284
    United 4 Children
    4236 Lindell Blvd Suite 300
    St Louis,MO63108
      PC U4C Early Childhood Programs 712,386
    241 Community Land Trust
    6506 Wright Way
    Saint Louis,MO63121
      SO III FI 24:1 Community Building &Economic Develoopment 1,453,146
    Big Brothers Big Sisters
    501 North Grand Suite 100
    St Louis,MO63103
      PC Childhood Programs 284,500
    Nurses for Newborns
    7259 Lansdowne Ave Suite 100
    St Louis,MO63119
      PC Home VisitationProgram forNew Mothers 98,007
    Wyman Center Inc
    600 Kiwanis Drive
    Eureka,MO63025
      PC Wyman TeenOutreach Program 189,130
    Beyond Housing
    6506 Wright Way
    Saint Louis,MO63121
      PC Community Engagement,Management, AccountingHousing Resource Coordination 487,183
    Prosperity Connection
    3651 Forest Park Ave
    Saint Louis,MO63108
      PC Excel StaffFinancial Education 218,132
    Prosperity Connection
    3651 Forest Park Ave
    Saint Louis,MO63108
      PC RedDough MoneyCenter PaydayLoan Alternative 199,677
    North Side Community School
    3033 North Euclid Ave
    Saint Louis,MO63115
      PC TransportationSupport 0
    Community Impact Network
    6349 Clayton Road
    Saint Louis,MO63117
      PC Grants Coordination and distribution 21,781,265
    St Louis Arc Inc
    1177 N Warson
    Saint Louis,MO63132
      PC Children program 91,237
    Helping Hand Me Downs
    PO Box 11385
    Saint Louis,MO63105
      PC Support mothers and their children 11,722
    Grace Hill
    6722 Page Ave
    Saint Louis,MO63133
      PC Support mothers andtheir children 6,761
    Total .................................bullet 3a 26,059,430
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 421,697  
    4 Dividends and interest from securities....     14 2,545,176  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 6,063,827  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRolls Royce Group Options and other
        14 36,379  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   9,067,079  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,067,079
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 -Original Return Overpayment: -83,311


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    Alvin Goldfarb Foundation
    EIN:
    43-1621937
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Jean M. Cody, CPA PC Investment Accounting 10,539 10,539    
    Jean M. Cody, CPA PC Bookkeeping and Accounting 30,683     30,683
    Jean M. Cody, CPA PC Income Tax Preparation 6,000     6,000

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    TY 2018 DepreciationSchedule
    Name:
    Alvin Goldfarb Foundation
    EIN:
    43-1621937
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Computer 2010-07-08 892 892 200DB 5.000000000000 0      
    4 Drawer File Cabinet 2012-01-11 678 587 200DB 7.000000000000 61      
    Vertical 2 Drawer File 2013-09-16 989 768 200DB 7.000000000000 88      
    Vertical 4 Drawer File 2013-09-16 1,066 828 200DB 7.000000000000 95      
    Lateral 3 Drawer File 2013-09-16 1,163 903 200DB 7.000000000000 104      
    Cabinets 2013-07-25 1,646 1,279 200DB 7.000000000000 147      
    Countertop 2013-09-12 723 562 200DB 7.000000000000 64      
    Dell Latitude E5530 2013-07-29 1,131 1,066 200DB 5.000000000000 65      
    Rugs 2013-08-21 748 581 200DB 7.000000000000 67      
    Table 2013-08-10 299 232 200DB 7.000000000000 27      
    Office Chair 2013-07-17 802 623 200DB 7.000000000000 72      
    Cabinet Shelves 2013-09-25 218 169 200DB 7.000000000000 20      
    MP301SPF Lanier Copier 2013-07-31 3,253 3,066 200DB 5.000000000000 187      
    Phone system 2013-10-01 800 621 200DB 7.000000000000 72      
    LsBullseyer Rug 2013-12-12 302 235 200DB 7.000000000000 27      
    Leasehold Improvements 2013-10-10 8,078 871 SL 39.000000000000 207      
    Microsoft Tablet Intel 13 Silver 2014-09-09 877 725 200DB 5.000000000000 101      
    Microsoft Surfacebook 2017-12-07 3,003 150 200DB 5.000000000000 1,141      

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    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    Alvin Goldfarb Foundation
    EIN:
    43-1621937
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    PUBLICLY TRADED SECURITIES(UMB BROKERAGE ACC # 139056)   Purchased 2018-12   21,511,754 15,863,828     5,647,926  
    PUBLICLY TRADED SECURITIES(PERSHING LLC ACC #PHW-006115)   Purchased 2018-12   11,714,011 11,307,588     406,423  
    US TREASURY NOTES(PERSHING LLC ACC #PHW-006115)   Purchased 2018-12   20,980,128 20,971,694     8,434  
    PUBLICLY TRADED SECURITIES(INTERACTIVE BROKERS ACC # U2535300) 2018-08 Purchased 2018-08   1,215,000 1,215,000     0  
    PUBLICLY TRADED SECURITIES(VANGUARD ACC # 51502736)   Purchased 2018-12   6,969,000 6,969,000     0  
    CAPITAL GAIN DISTRIBUTION(UMB BROKERAGE ACC # 139056)   Purchased 2018-12   993 0     993  
    US TREASURY NOTES(UMB BROKERAGE ACC # 139056)   Purchased 2018-12   61,387,660 61,387,609     51  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    Alvin Goldfarb Foundation
    EIN:
    43-1621937
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Ally Bank 2.2% 01/21/20 150,000 149,151
    Morgan Stanley 2.75% 07/06/20 250,000 249,455
    Ponce Bank Bronx 2.1% 01/27/20 250,000 248,278
    Synchrony Bank 2.1% 01/21/20 250,000 248,325

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Alvin Goldfarb Foundation
    EIN:
    43-1621937
    Name of Stock End of Year Book Value End of Year Fair Market Value
    7,546 shs Ainavo Holdings Co Ltd 66,074 59,703
    5,376 shs Alphabet Class A 1,357,855 5,617,705
    5,390 shs Alphabet Class C 1,353,297 5,581,938
    68,952 shs Altria Group 1,393,520 3,405,539
    57,361 shs American Express Co 1,855,631 5,467,651
    136,475 shrs Applegreen PLC 934,357 951,545
    240,000 shrs Bausch Health Companies 4,227,482 4,432,800
    108 shs Berkshire Hathaway A 10,890,060 33,048,000
    20,918 shs Corby Distilleries 259,154 308,170
    8,500 shs Costco Wholesale Corp 348,968 1,731,535
    53186 shs Croda Intl 1,401,990 3,175,504
    63,497 shr Dentsply Sirona 1,659,983 2,362,723
    14,551 shs Disney Walt 438,931 1,595,517
    415,109 shrs Domino's Pizza Group 1,599,078 1,232,166
    149,051 shrs DP Eurasia N V 314,870 198,912
    28,241 shs Emcor Group Inc 764,052 1,685,705
    15,248 shs Exor NV 505,800 824,938
    177412 shs Fastenal 3,051,270 9,276,873
    104,067 shs Fifth Third Bancorp 1,512,614 2,448,697
    181,900 shs Hiscox Ltd 1,326,908 3,757,695
    38,406 shs Idexx Labs 679,535 7,144,284
    66,423 shs Jacobs Engineering Group Inc 2,927,840 3,883,089
    1,004 shrs Jeco Co. 39,602 31,618
    Komplett Bank ASA 1,556,527 972,133
    15,904 shs Kraft Foods 497,767 684,508
    2,508 shrs KVK Corp 35,362 31,250
    6,900 shr Kweichow Moutai Co, Ltd. 658,097 592,544
    39,371 shrs Linamar Corp 1,692,999 1,306,022
    24,343 Linde PLC 3,978,863 3,798,482
    32,068 shs McDonalds Corp 2,891,737 5,694,315
    21,006 shs Mohawk Industries 692,464 2,456,862
    47,716 shs Mondelez International 966,577 1,910,071
    1130,814 shrs Motorpoint Group PLC 1,857,655 2,905,156
    8 shs MSGI Security Solutions 4 0
    1,066 shrs Nishikawa Keisoku 23,285 30,462
    4,203 shrs Ohashi Technica 66,753 44,440
    13,564 shs O'Reilly Automotive 799,551 4,670,492
    68,952 shs Philip Morris 3,532,756 4,603,236
    569,951 shs Rolls Royce Group 6,979,688 6,028,668
    12,429 shrs Ryanair Holdings PLC 191,078 152,008
    53,513 S& U PLC 1,399,978 1,451,456
    30,906 shs Suntrust Banks Inc 738,081 1,558,899
    27,151 shs Tiffany & Co 1,625,940 2,185,927
    206,920 shs TJX Companies 1,525,269 9,257,601
    1,809 shs US Bancorp-Del 57,707 82,671
    67,500 shrs Visa 1,491,453 8,905,950
    20,000 shs Waters Corp 1,473,934 3,773,000
    17,374 shrs Wizz Air Hodings PLC 357,090 619,916

    TY 2018 LandEtcSchedule2
    Name:
    Alvin Goldfarb Foundation
    EIN:
    43-1621937
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Computer 892 892 0  
    4 Drawer File Cabinet 678 648 30  
    Vertical 2 Drawer File 989 857 132  
    Vertical 4 Drawer File 1,066 924 142  
    Lateral 3 Drawer File 1,163 1,007 156  
    Cabinets 1,646 1,425 221  
    Countertop 723 627 96  
    Dell Latitude E5530 1,131 1,131 0  
    Rugs 748 648 100  
    Table 299 259 40  
    Office Chair 802 694 108  
    Cabinet Shelves 218 189 29  
    MP301SPF Lanier Copier 3,253 3,253 0  
    Phone System 800 693 107  
    LsBullseyer Rug 302 261 41  
    Leasehold Improvements 8,078 1,079 6,999  
    Microsoft Tablet Intel 13 Silver 877 826 51  
    Microsoft Furfacebook 3,003 1,291 1,712  


    TY 2018 OtherAssetsSchedule
    Name:
    Alvin Goldfarb Foundation
    EIN:
    43-1621937
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Prepaid Federal Excise Tax 25,000 83,311 83,311
    Prepaid Expense 14,902 0 0


    TY 2018 OtherExpensesSchedule
    Name:
    Alvin Goldfarb Foundation
    EIN:
    43-1621937
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Charges 58     58
    Supplies 2,423     2,423
    Payroll Fees 1,333     1,333
    Section 988 Currency Losses 21,321 21,321    
    Pension Administration 2,372     2,372
    Foreign Custody Fees 6,104 6,104    


    TY 2018 OtherIncomeSchedule2
    Name:
    Alvin Goldfarb Foundation
    EIN:
    43-1621937
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Missouri Withholding Discount 319 0  
    Foreign Tax Refund 0 0  
    Reimbursement Investment Expenses 854 854  
    Rolls Royce Group Options 35,525 35,525  


    TY 2018 OtherIncreasesSchedule
    Name:
    Alvin Goldfarb Foundation
    EIN:
    43-1621937
    Description Amount
    Accrual Adjustment for Grants Payable 3,539,632
    Excess of FMV over Cost Stock Transfer 0
    from the Foundation to the Community Impact Network 3,969,637


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    Alvin Goldfarb Foundation
    EIN:
    43-1621937
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COWEN(OCHOCO) Investment Advisory 919,816 919,816    
    UMB TRUST Investment Fees 1,331 1,331    
    Jean M Cody CPA PC Grant Management 37,877     37,877


    TY 2018 TaxesSchedule
    Name:
    Alvin Goldfarb Foundation
    EIN:
    43-1621937
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise Tax 21,689      
    Foreign Taxes 19,013 19,013    
    Payroll Taxes 33,372 325   33,047