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
ARTHUR M GOLDBERG AND VERONICA GOLDBERG
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)20 POST KENNEL ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FAR HILLS, NJ07931
A Employer identification number

22-2779193
B Telephone number (see instructions)

(908) 766-2320
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$6,517,520
J Accounting method:
 
(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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 838 838  
4 Dividends and interest from securities... 184,355 181,774  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 23,838
b Gross sales price for all assets on line 6a 2,269,017
7 Capital gain net income (from Part IV, line 2)... 23,838
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).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 209,031 206,450  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 11,462 0   11,462
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 9,367 4,582   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 41,366 41,340   26
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 62,195 45,922   11,488
25 Contributions, gifts, grants paid....... 328,500 328,500
26 Total expenses and disbursements. Add lines 24 and 25 390,695 45,922   339,988
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -181,664
b Net investment income (if negative, enter -0-) 160,528
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............. 653,644 62,216 62,216
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 539,951 Click to see attachment615,231 636,521
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,217,865 Click to see attachment5,558,733 5,815,765
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment9,402 Click to see attachment3,018 Click to see attachment3,018
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,420,862 6,239,198 6,517,520
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 6,420,862 6,239,198
30 Total net assets or fund balances (see instructions)..... 6,420,862 6,239,198
31 Total liabilities and net assets/fund balances (see instructions). 6,420,862 6,239,198
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
6,420,862
2
Enter amount from Part I, line 27a .....................
2
-181,664
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,239,198
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,239,198
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 205 SHS VANGUARD INTL EQUITY INDEX FDSFTSE ALL WORLD EX USA SMALL CAP INDEX P 2016-12-20 2018-12-10
b 4725 SHS COLUMBIA ETF TR II EMRG MARKETS ETF P 2016-12-20 2018-10-31
c 1709 SHS WISDOMTREE TR EMERGING MKTS HIGH DIVID FD P 2016-12-20 2018-10-31
d 3515 SHS ISHARES INC CORE MSCI EMERGING MKTS ETF P 2018-10-31 2018-12-10
e 2492 SHS VANGUARD FTSE DEVELOPED MARKET ETF P 2016-12-20 2018-12-10
528 SHS GAP INC COM P 2018-05-16 2018-11-01
33 SHS TARGET CORP COM P 2017-09-05 2018-03-13
70 SHS TARGET CORP COM P 2017-09-05 2018-02-16
82 SHS TARGET CORP COM P 2017-09-05 2018-05-30
14 SHS INTERNATIONAL BUS MACH CORP COM USD 0.20 P 2017-11-20 2018-01-23
60 SHS INTERNATIONAL BUS MACH CORP COM USD 0.20 P 2016-07-21 2018-01-23
159 SHS INTERNATIONAL PAPER CO COM USD 1.00 P 2017-05-04 2018-03-23
154 SHS INTERNATIONAL PAPER CO COM USD 1.00 P 2017-05-24 2018-03-23
280 SHS INTERNATIONAL PAPER CO COM USD 1.00 P 2018-05-23 2018-10-10
721 SHS WILLIAMS COMPANIES INC COM USD 1.00 P 2018-12-03 2018-12-19
245 SHS WILLIAMS COMPANIES INC COM USD 1.00 P 2017-01-31 2018-11-01
243 SHS WILLIAMS COMPANIES INC COM USD 1.00 P 2017-02-01 2018-11-01
211 SHS WILLIAMS COMPANIES INC COM USD 1.00 P 2018-03-13 2018-11-01
1284 SHS AEGON N V NY REGISTRY SHS P 2018-02-06 2018-11-01
1188 SHS AEGON N V NY REGISTRY SHS P 2018-02-08 2018-11-01
7 SHS HOSPITALITY PROPERTIES TRUST COM USD 0.01 SH BEN INT P 2017-08-30 2018-02-27
209 SHS HOSPITALITY PROPERTIES TRUST COM USD 0.01 SH BEN INT P 2015-11-18 2018-02-27
238 SHS HOSPITALITY PROPERTIES TRUST COM USD 0.01 SH BEN INT P 2012-03-02 2018-02-27
197 SHS VENTAS INC P 2013-12-10 2018-01-18
47 SHS VENTAS INC P 2017-11-20 2018-01-18
479 SHS CANON INC SPONSORED ADR P 2018-03-23 2018-11-02
58 SHS CANON INC SPONSORED ADR P 2018-04-25 2018-11-02
72 SHS ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 P 2017-03-20 2018-04-25
1.96667 SHS ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 P 2016-08-29 2018-04-25
410.033 SHS ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 P 2015-12-18 2018-04-25
35 SHS TOTAL SA SPON ADS EAREP 1 ORD SHS P 2017-11-29 2018-03-13
254 SHS CARNIVAL CORP PAIRED CTF P 2018-04-27 2018-11-01
34 SHS CRACKER BARREL OLD CTRY STORE COM P 2016-11-02 2018-01-18
48 SHS CRACKER BARREL OLD CTRY STORE COM P 2016-11-02 2018-01-29
100 SHS OCCIDENTAL PETE CORP COM P 2018-07-27 2018-11-01
36 SHS OCCIDENTAL PETE CORP COM P 2018-06-04 2018-11-01
72 SHS OCCIDENTAL PETE CORP COM P 2018-08-15 2018-11-01
106 SHS OCCIDENTAL PETE CORP COM P 2018-06-04 2018-11-01
36 SHS OCCIDENTAL PETE CORP COM P 2018-06-04 2018-09-13
102 SHS TORONTO-DOMINION BANK COM NPV ISIN #CA8911605092 SEDOL #2897222 P 2018-03-13 2018-11-01
130 SHS ABBVIE INC COM USD 0.01 P 2015-11-18 2018-06-01
33 SHS ABBVIE INC COM USD 0.01 P 2015-11-18 2018-05-15
89 SHS BROADCOM INC COM P 2018-09-13 2018-11-01
396 SHS FIDELITY NATIONAL FINANCIAL FNF GROUP COM USD 0.0001 P 2018-02-27 2018-11-01
15 SHS HP INC COM P 2017-08-30 2018-09-13
401 SHS HP INC COM P 2017-07-17 2018-09-13
79 SHS SYSCO CORP P 2017-12-07 2018-06-11
185 SHS SYSCO CORP P 2017-12-07 2018-08-13
247 SHS WEYERHAEUSER CO COM P 2016-02-04 2018-02-27
227 SHS WEYERHAEUSER CO COM P 2015-12-18 2018-02-27
170 SHS WEYERHAEUSER CO COM P 2015-12-18 2018-01-18
164 SHS BB&T CORP COM USD 5.00 P 2018-01-18 2018-11-01
239 SHS CITIGROUP INC COM NEW P 2018-07-25 2018-11-01
180 SHS AES CORP COM USD 0.01 P 2018-01-23 2018-01-29
415 SHS HUNTINGTON BANCSHARES INC COM USD 0.01 P 2018-03-13 2018-11-01
1026 SHS HUNTINGTON BANCSHARES INC COM USD 0.01 P 2018-01-24 2018-11-01
86 SHS TAPESTRY INC COM P 2015-12-18 2018-01-05
133 SHS TAPESTRY INC COM P 2015-12-18 2018-05-15
173 SHS TAPESTRY INC COM P 2015-12-18 2018-03-23
102 SHS TAPESTRY INC COM P 2017-11-20 2018-05-15
31 SHS TAPESTRY INC COM P 2016-08-29 2018-05-15
88 SHS UNITED PARCEL SVC INC CL B P 2016-02-05 2018-07-27
20 SHS UNITED PARCEL SVC INC CL B P 2016-02-05 2018-01-05
24 SHS UNITED PARCEL SVC INC CL B P 2017-11-20 2018-07-27
2 SHS UNITED PARCEL SVC INC CL B P 2017-07-17 2018-07-27
148 SHS BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009 P 2015-12-18 2018-04-27
22 SHS BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009 P 2016-08-29 2018-04-27
40 SHS BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009 P 2017-06-27 2018-04-27
624 SHS HANESBRANDS INC COM USD 0.01 P 2017-01-31 2018-01-18
128 SHS BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2 P 2017-05-04 2018-11-01
56 SHS BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2 P 2012-03-02 2018-11-01
139 SHS BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2 P 2017-07-17 2018-11-01
7 SHS BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2 P 2012-02-21 2018-11-01
242 SHS SIX FLAGS ENTMT CORP NEW COM P 2018-05-22 2018-11-01
165 SHS TEXAS INSTRUMENTS INC COM USD 1.00 P 2017-12-07 2018-11-01
134 SHS WESTERN DIGITAL CORP DEL P 2016-07-11 2018-11-02
112 SHS WESTERN DIGITAL CORP DEL P 2018-01-18 2018-11-02
153 SHS KLA-TENCOR CORP COM USD 0.001 P 2018-02-16 2018-11-01
79 SHS KLA-TENCOR CORP COM USD 0.001 P 2018-04-30 2018-11-01
325 SHS VODAFONE GROUP SPON ADR EACH REP 10 ORD P 2018-01-05 2018-07-20
420 SHS VODAFONE GROUP SPON ADR EACH REP 10 ORD P 2016-12-22 2018-07-20
203 SHS VODAFONE GROUP SPON ADR EACH REP 10 ORD P 2017-10-13 2018-07-20
294 SHS COVANTA HLDG CORP COM P 2016-12-22 2018-03-01
130 SHS CYPRESS SEMICONDUCTR CORP P 2017-05-24 2018-11-01
656 SHS CYPRESS SEMICONDUCTR CORP P 2017-06-15 2018-11-01
458 SHS CYPRESS SEMICONDUCTR CORP P 2018-12-03 2018-12-17
497 SHS CYPRESS SEMICONDUCTR CORP P 2017-05-25 2018-11-01
109 SHS HSBC HLDGS PLC SPON ADR NEW P 2017-11-20 2018-11-01
295 SHS HSBC HLDGS PLC SPON ADR NEW P 2017-10-20 2018-11-01
71 SHS HSBC HLDGS PLC SPON ADR NEW P 2017-10-20 2018-01-05
61 SHS DIGITAL RLTY TR INC COM P 2015-11-18 2018-02-27
9 SHS DIGITAL RLTY TR INC COM P 2016-12-22 2018-02-27
92 SHS MERCK & CO INC NEW COM P 2013-05-08 2018-05-15
208 SHS MERCK & CO INC NEW COM P 2015-11-18 2018-05-23
6 SHS MERCK & CO INC NEW COM P 2014-04-30 2018-05-15
47 SHS MERCK & CO INC NEW COM P 2014-04-30 2018-05-23
120 SHS TUPPERWARE BRANDS CORP P 2017-01-31 2018-02-09
60 SHS LYONDELLBASELL INDUSTRIES N V COM USD 0.01 CLASS A P 2018-05-01 2018-11-01
66 SHS LYONDELLBASELL INDUSTRIES N V COM USD 0.01 CLASS A P 2017-12-07 2018-11-01
164 SHS PACWEST BANCORP DEL COM P 2016-03-29 2018-03-13
1867 SHS ISHARES RUSSELL 3000 ETF P 2018-11-01 2018-12-03
42 SHS ISHARES RUSSELL 3000 ETF P 2018-11-02 2018-12-03
54 SHS NATIONAL GRID SPON ADR EACH REP 5 ORD SHS (POST SPLT) P 2017-06-01 2018-03-23
77 SHS NATIONAL GRID SPON ADR EACH REP 5 ORD SHS (POST SPLT) P 2017-03-24 2018-03-23
329 SHS UMPQUA HOLDINGS CORP P 2018-06-11 2018-11-01
26 SHS EATON CORP PLC COM P 2018-07-20 2018-11-01
90 SHS EATON CORP PLC COM P 2017-11-20 2018-11-01
73 SHS EATON CORP PLC COM P 2017-11-07 2018-11-01
50 SHS EATON CORP PLC COM P 2015-12-18 2018-01-05
26 SHS EATON CORP PLC COM P 2015-12-18 2018-04-25
286 SHS CISCO SYS INC COM P 2015-06-15 2018-02-01
195 SHS CISCO SYS INC COM P 2015-06-15 2018-05-15
2473 SHS NOKIA OYJ ADR EACH REPR 1 ORD NPV P 2018-05-30 2018-11-01
100 SHS WELLTOWER INC COM P 2017-03-21 2018-01-18
8 SHS WELLTOWER INC COM P 2017-08-30 2018-01-18
4592 SHS CLAYMORE EXCHANGE TRADED FD TR GUGGENHEIM BULLETSHARES 2021 CORP BD P 2015-11-17 2018-02-07
7985 SHS CLAYMORE EXCHANGE TRADED FD TR GUGGENHEIM BULLETSHARES 2021 CORP BD P 2016-02-10 2018-02-07
127.953 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2015-07-31 2018-02-07
41.088 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2014-09-17 2018-02-07
122.659 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2014-10-31 2018-02-07
120.314 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2014-08-29 2018-02-07
105.052 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2016-03-31 2018-02-07
123.26 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2015-02-27 2018-02-07
128.075 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2015-06-30 2018-02-07
95.981 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2016-07-29 2018-02-07
129.627 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2015-08-31 2018-02-07
123.322 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2015-03-31 2018-02-07
14.877 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2014-12-11 2018-02-07
104.389 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2016-05-31 2018-02-07
122.506 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2014-09-30 2018-02-07
125.511 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2015-05-29 2018-02-07
130.054 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2014-08-25 2018-02-07
104.718 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2016-04-29 2018-02-07
124.60 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2014-12-11 2018-02-07
2492.764 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2014-08-25 2018-02-07
41.414 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2016-01-29 2018-02-07
12,586.075 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2016-02-10 2018-02-07
40.495 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2014-09-07 2018-02-07
122.812 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2014-11-28 2018-02-07
106.747 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2016-02-29 2018-02-07
131.337 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2015-09-30 2018-02-07
97.569 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2016-06-30 2018-02-07
123.376 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2015-01-30 2018-02-07
124.186 SHS COHEN & STEERS PREF SECURITIES INCOME I P 2015-04-30 2018-02-07
4523 SHS CLAYMORE EXCHANGE TRADED FD TRUST GUGGENHEIM BULLETSHARES 2019 P 2015-11-17 2018-02-07
400 SHS CLAYMORE EXCHANGE TRADED FD TRUST GUGGENHEIM BULLETSHARES 2019 P 2016-10-20 2018-02-07
7871 SHS CLAYMORE EXCHANGE TRADED FD TRUST GUGGENHEIM BULLETSHARES 2019 P 2016-02-10 2018-02-07
CAPITAL GAINS DIVIDENDS P    
(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 19,955   19,060 895
b 96,983   103,599 -6,616
c 69,020   63,740 5,280
d 167,604   166,002 1,602
e 94,972   91,715 3,257
14,363   16,718 -2,355
2,361   1,885 476
5,295   3,999 1,296
6,037   4,684 1,353
2,317   2,116 201
9,928   9,601 327
8,002   8,453 -451
7,751   8,050 -299
12,243   15,531 -3,288
16,364   18,566 -2,202
6,260   7,060 -800
6,209   6,908 -699
5,391   5,926 -535
7,909   8,538 -629
7,318   7,819 -501
181   192 -11
5,400   5,528 -128
6,149   5,834 315
10,733   9,945 788
2,561   3,026 -465
13,750   17,303 -3,553
1,665   2,004 -339
2,109   2,925 -816
58   71 -13
12,010   9,374 2,636
2,020   1,993 27
14,585   16,301 -1,716
5,708   4,621 1,087
8,535   6,524 2,011
6,816   8,326 -1,510
2,454   3,062 -608
4,907   5,553 -646
7,225   8,976 -1,751
2,764   2,764 0
5,667   5,975 -308
12,743   7,885 4,858
3,431   2,002 1,429
20,518   21,076 -558
13,284   15,957 -2,673
376   288 88
10,045   7,389 2,656
5,239   4,820 419
13,464   11,288 2,176
8,683   6,351 2,332
7,980   6,719 1,261
6,011   5,032 979
8,062   8,883 -821
15,769   17,019 -1,250
2,138   2,062 76
5,972   6,758 -786
14,765   16,524 -1,759
3,902   2,740 1,162
6,041   4,237 1,804
8,970   5,511 3,459
4,633   4,300 333
1,408   1,215 193
10,427   8,411 2,016
2,552   1,912 640
2,844   2,722 122
237   224 13
11,340   8,366 2,974
1,686   1,471 215
3,065   2,874 191
13,708   14,770 -1,062
5,137   5,731 -594
2,247   2,297 -50
5,578   6,378 -800
281   283 -2
13,373   15,561 -2,188
15,696   16,121 -425
6,337   6,619 -282
5,296   9,670 -4,374
14,242   16,524 -2,282
7,354   8,044 -690
7,615   10,574 -2,959
9,840   10,399 -559
4,756   5,914 -1,158
4,396   4,215 181
1,792   1,783 9
9,044   8,810 234
5,730   6,522 -792
6,852   6,992 -140
4,515   5,274 -759
12,219   14,604 -2,385
3,702   3,515 187
6,084   4,359 1,725
898   695 203
5,423   4,144 1,279
12,326   11,237 1,089
354   349 5
2,785   2,736 49
6,051   7,376 -1,325
5,558   6,192 -634
6,114   6,993 -879
8,651   6,000 2,651
306,568   300,942 5,626
6,897   6,740 157
2,879   3,683 -804
4,105   5,334 -1,229
6,409   8,047 -1,638
1,900   2,003 -103
6,577   6,637 -60
5,334   5,583 -249
4,056   2,271 1,785
1,991   1,164 827
11,973   8,123 3,850
8,857   5,539 3,318
14,170   14,776 -606
5,961   6,784 -823
477   580 -103
96,192   95,012 1,180
167,268   164,540 2,728
1,785   1,740 45
573   557 16
1,711   1,661 50
1,678   1,644 34
1,465   1,409 56
1,719   1,695 24
1,787   1,731 56
1,339   1,340 -1
1,808   1,749 59
1,720   1,704 16
208   200 8
1,456   1,423 33
1,709   1,652 57
1,751   1,722 29
1,814   1,781 33
1,461   1,416 45
1,738   1,677 61
34,771   34,170 601
578   556 22
175,562   164,419 11,143
565   554 11
1,713   1,669 44
1,489   1,402 87
1,832   1,759 73
1,361   1,334 27
1,721   1,686 35
1,732   1,713 19
95,179   95,019 160
8,417   8,552 -135
165,632   164,503 1,129
11     11
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       895
b       -6,616
c       5,280
d       1,602
e       3,257
      -2,355
      476
      1,296
      1,353
      201
      327
      -451
      -299
      -3,288
      -2,202
      -800
      -699
      -535
      -629
      -501
      -11
      -128
      315
      788
      -465
      -3,553
      -339
      -816
      -13
      2,636
      27
      -1,716
      1,087
      2,011
      -1,510
      -608
      -646
      -1,751
      0
      -308
      4,858
      1,429
      -558
      -2,673
      88
      2,656
      419
      2,176
      2,332
      1,261
      979
      -821
      -1,250
      76
      -786
      -1,759
      1,162
      1,804
      3,459
      333
      193
      2,016
      640
      122
      13
      2,974
      215
      191
      -1,062
      -594
      -50
      -800
      -2
      -2,188
      -425
      -282
      -4,374
      -2,282
      -690
      -2,959
      -559
      -1,158
      181
      9
      234
      -792
      -140
      -759
      -2,385
      187
      1,725
      203
      1,279
      1,089
      5
      49
      -1,325
      -634
      -879
      2,651
      5,626
      157
      -804
      -1,229
      -1,638
      -103
      -60
      -249
      1,785
      827
      3,850
      3,318
      -606
      -823
      -103
      1,180
      2,728
      45
      16
      50
      34
      56
      24
      56
      -1
      59
      16
      8
      33
      57
      29
      33
      45
      61
      601
      22
      11,143
      11
      44
      87
      73
      27
      35
      19
      160
      -135
      1,129
      11
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 23,838
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 397,907 7,071,361 0.056270
2016 349,250 6,731,115 0.051886
2015 355,530 7,180,251 0.049515
2014 590,155 7,580,568 0.077851
2013 545,871 7,350,968 0.074258
2
Total of line 1, column (d) .....................
2
0.309780
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
0.061956
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,131,745
5
Multiply line 4 by line 3......................
5
441,854
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,605
7
Add lines 5 and 6........................
7
443,459
8
Enter qualifying distributions from Part XII, line 4,.............
8
339,988
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 3,211
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 3,211
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 3,211
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,600
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 600
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 989
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet989 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletNJ
    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 ofbulletROSS ANGLIM ANGELINI CO LLP Telephone no.bullet (908) 561-1600

    Located atbullet775 MOUNTAIN BLVDWATCHUNGNJ ZIP+4bullet07069
    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
     
     
    ........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
    RICHARD B NEFF TREASURER
    0.00
    0 0 0
    757 SE 17TH ST 331
    FORT LAUDERDALE,FL33316
    VERONICA GOLDBERG PRESIDENT, SECRETARY
    0.00
    0 0 0
    20 POST KENNEL ROAD
    FAR HILLS,NJ07931
    WENDY PEW TRUSTEE
    0.00
    0 0 0
    50 S 16TH STREET 5004
    PHILADELPHIA,PA19102
    JODY SEIBERT TRUSTEE
    0.00
    0 0 0
    1113 WOODMONT ROAD
    GLADWYNE,PA19035
    MICHAEL GOLDBERG TRUSTEE
    0.00
    0 0 0
    11 COVE ROAD
    OLD GREENWICH,CT06870
    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
    NONE
    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
    NONE
    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  
    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.........................bullet0
    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
    6,946,817
    b
    Average of monthly cash balances.......................
    1b
    290,515
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,018
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,240,350
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,240,350
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    108,605
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,131,745
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    356,587
    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
    356,587
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,211
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,211
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    353,376
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    353,376
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    353,376
    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
    339,988
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    339,988
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    339,988
    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 7 353,376
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 187,329
    b From 2014...... 219,195
    c From 2015...... 989
    d From 2016...... 30,570
    e From 2017...... 49,036
    fTotal of lines 3a through e........ 487,119
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 339,988
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 339,988
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 13,388 13,388
    (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 5 473,731
    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......
    0
    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) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    173,941
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    299,790
    10 Analysis of line 9:
    a Excess from 2014.... 219,195
    b Excess from 2015.... 989
    c Excess from 2016.... 30,570
    d Excess from 2017.... 49,036
    e Excess from 2018....  
    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).)
    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.
    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
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467
    N/A PC ARTHUR M GOLDBERG MEMORIAL SCHOLARSHIP FUND 37,000
    COLUMBIA BUSINESS SCHOOL
    33 WEST 60TH STREET 7TH FLOOR
    NEW YORK,NY10023
    N/A PC GENERAL SUPPORT FOR UNIVERSITY SCHOOL OF BUSINESS 5,000
    DUKE UNIVERSITY
    BOX 90581
    DURHAM,NC277080581
    N/A PC TO SUPPORT THE TRINITY COLLEGE ANNUAL FUND 25,000
    GEORGETOWN UNIVERSITY
    DEPARTMENT NUMBER 0734
    WASHINGTON,DC200730734
    N/A PC SUPPORT FOR THE PEW FAMILY ENDOWED SCHOLARSHIP FUND 15,000
    MAKING HEADWAY FOUNDATION
    115 KING ST
    CHAPPAQUA,NY10514
    N/A PC GENERAL SUPPORT FOR THE CARE, COMFORT AND CURE OF CHILDREN WITH BRAIN AND SPINAL CORD TUMORS 32,000
    MORRISTOWN MEDICAL CENTER
    475 SOUTH STREET
    MORRISTOWN,NJ07960
    N/A PC SUPPORT FOR CHILD DEVELOPMENT AND AUTISM CENTER 50,000
    NEW JERSEY PERFORMING ARTS CENTER
    ONE CENTER STREET
    NEWARK,NJ07102
    N/A PC GENERAL SUPPORT FOR PROMOTION OF THE ARTS 10,000
    PROJECT AKILAH INC
    1875 CONNECTICUT AVE NW 10TH FLOOR
    WASHINGTON,DC200096046
    N/A PC SUPPORT FOR ORGANIZATION PROVIDING EDUCATION FOR YOUNG WOMEN IN EAST AFRICA 26,000
    ST VINCENT ACADEMY
    228 WEST MARKET STREET
    NEWARK,NJ071032715
    N/A PC SUPPORT FOR TUITION AID AND SCHOLARSHIPS 10,000
    THE AGNES IRWIN SCHOOL
    ITHAN AVENUE CONESTOGA ROAD
    ROSEMONT,PA190101042
    N/A PC GENERAL SUPPORT FOR THE ADVANCEMENT OF EDUCATION FOR GIRLS 22,500
    THE AGNES IRWIN SCHOOL
    ITHAN AVENUE CONESTOGA ROAD
    ROSEMONT,PA190101042
    N/A PC SUPPORT FOR THE DARE TO DO MORE CAMPAIGN 50,000
    GROWING HEARTS OF AFRICA
    1 BARER LANE
    MENDHAM,NJ07945
    N/A PC TO SUPPORT THE MISSION OF BUILDING QUALITY LEARNING FACILITIES FOR CHILDREN IN AFRICA 1,000
    THE PINGRY SCHOOL
    131 MARTINSVILLE RD
    BASKING RIDGE,NJ07920
    N/A PC GENERAL SUPPORT FOR THE BOY'S LACROSSE TEAM 5,000
    THE PINGRY SCHOOL
    131 MARTINSVILLE RD
    BASKING RIDGE,NJ07920
    N/A PC GENERAL SUPPORT FOR PRIVATE SCHOOL 2,000
    VILLANOVA UNIVERSITY SCHOOL OF LAW
    299 NORTH SPRING MILL ROAD
    VILLANOVA,PA19085
    N/A PC SUPPORT FOR LAW SCHOOL 27,500
    OPERATION SMILE
    3641 FACULTY BOULEVARD
    VIRGINIA BEACH,VA23453
    N/A PC TO SUPPORT THE MISSION OF PROVIDING RECONSTRUCTIVE SURGERIES FOR CHILDREN AROUND THE WORLD BORN WITH CLEFT LIP AND PALATE. 1,000
    GLASS ROOTS INC
    10 BLEEKER STREET
    NEWARK,NJ07102
    N/A PC GENERAL SUPPORT FOR THE MISSION OF SERVING UNDERPRIVILEGED YOUTH BY FOSTERING LEARNING AND CREATIVE SELF EXPRESSION THROUGH GLASS-MAKING. 1,000
    ASBURY PARK POP WARNER
    141 ANELVE AVENUE
    NEPTUNE,NJ07753
    N/A PC TO ASSIST YOUTH FOOTBALL LEAGUE COVER ITS COSTS FOR INSURANCE, PLAYING FIELDS, REFEREE FEES AND EQUIPMENT FOR THE PLAYERS. 5,000
    CONGREGATION B'NAI TZEDEK
    10621 SOUTH GLEN ROAD
    POTOMAC,MD20854
    N/A PC GENERAL SUPPORT FOR THE SYNAGOGUE 1,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    3551 TROUSDALE PARKWAY
    LOS ANGELES,CA90089
    N/A PC GENERAL SUPPORT FOR THE UNIVERSITY 2,500
    Total .................................bullet 3a 328,500
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........
        14 838  
    4 Dividends and interest from securities....     14 184,355  
    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 23,838  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 209,031 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    209,031
    (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:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    ARTHUR M GOLDBERG AND VERONICA GOLDBERG
     
    FOUNDATION INC
    EIN:
    22-2779193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 11,462 0   11,462

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ARTHUR M GOLDBERG AND VERONICA GOLDBERG
     
    FOUNDATION INC
    EIN:
    22-2779193
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EATON CORP PLC COM (ETN) 17,703 18,470
    LYONDELLBASELL INDUSTRIES NV COM (LYB) 23,392 23,618
    BB & T CORP (BBT) 26,174 26,555
    BCE INC COM NEW ISIN #CA05534B7604 (BCE) 17,147 16,128
    CME GROUP INC COM CL A (CME) 10,645 20,129
    CISCO SYS INC COM (CSCO) 18,367 21,708
    CYPRESS SEMICONDUCTR CORP (CY) 12,545 11,206
    ENBRIDGE INC COM ISIN #CA29250N1050 (ENB) 17,863 17,529
    HSBC HLDGS PLC SPON (HSBC) 16,624 15,704
    HP INC COM (HPQ) 6,477 6,895
    ONEOK INC (OKE) 7,066 17,048
    PEMBINA PIPELINE CORP COM (PBA) 5,109 6,171
    PFIZER INC (PFE) 20,233 28,067
    QUALCOMM INC (QCOM) 12,751 15,024
    SABRE CORP COM (SABR) 15,109 16,879
    TAIWAN SEMICONDUCTOR MFG LTD SPONSORED (TSM) 14,714 16,942
    TARGET CORP COM (TGT) 12,678 14,077
    TEXAS INSTRUMENTS INC COM USD 1.00 (TXN) 23,867 22,397
    TORONTO-DOMINION BANK COM NPV (TD) 18,352 20,186
    TOTAL S A SPONSORED ADR (TOT) 19,052 17,428
    VERIZON COMMUNICATIONS (VZ) 22,801 27,042
    COCA-COLA EUROPEAN PARTNERS PLC COM (CCEP) 20,193 20,403
    AES CORP (AES) 12,473 15,747
    AEGON NV NY REGISTRY SHS (AEG) 13,181 10,983
    BROADCOM INC COM (AVGO) 20,496 21,360
    CARNIVAL CORP PAIRED CTF (CCL) 14,221 11,536
    CENTERPOINT ENERGY INC (CNP) 21,156 22,132
    CITIGROUP INC COM NEW (C) 14,387 11,453
    FIDELITY NATIONAL FINANCIAL (FNF) 13,624 12,765
    GAP INC DEL COM (GPS) 15,018 13,782
    HUNTINGTON BANCSHARES INC COM (HBAN) 21,312 17,511
    KLA-TENCOR CORP COM (KLAC) 22,810 20,314
    NOKIA OYJ ADR EACH REPR 1 ORD NPV (NOK) 14,356 14,905
    OCCIDENTAL PETROLEUM CORP (OXY) 21,136 18,230
    OLD REPUBLIC INTL CORP (ORI) 12,316 12,568
    REGIONS FINL CORP (RF) 18,485 14,451
    SIX FLAGS ENTMT CORP NEW COM (SIX) 15,095 13,963
    UMPQUA HOLDINGS CORP (UMPQ) 6,303 5,215

    TY 2018 InvestmentsOtherSchedule2
    Name:
    ARTHUR M GOLDBERG AND VERONICA GOLDBERG
     
    FOUNDATION INC
    EIN:
    22-2779193
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COLUMBIA ETF TR II EMRG MARKETS ETF (ECON) AT COST 215,110 215,841
    OPPENHEIMER ETF TR MID CAP REV ETF (RWK) AT COST 153,885 159,593
    VANGUARD FTSE DEVELOPED MARKET (VEA) AT COST 437,083 440,600
    VANGUARD INTL EQUITY INDEX FDSFTSE ALL (VSS) AT COST 184,653 188,034
    VANGUARD INTL EQUITY INDEX FUND INC FTSE (VWO) AT COST 205,553 216,065
    VANGUARD INDEX FDS FORMERLY VANGUARD (VOO) AT COST 642,337 749,870
    VANGUARD INDEX FDS VANGUARD SMALL CAP (VB) AT COST 131,969 145,321
    INVESCO QQQ TR UNIT SER 1 (QQQ) AT COST 196,829 272,269
    INVESCO EXCHANGE TRADED FD TR BUYBACK (PWK) AT COST 136,382 156,197
    OPPENHEIMER S&P 500 REVENUE ETF (RWL) AT COST 421,100 487,460
    OPPENHEIMER S&P SMALLCAP 600 REVENUE (RWJ) AT COST 154,098 150,852
    CROWN CASTLE INTL CORP NEW COM (CCI) AT COST 15,566 17,707
    DIGITAL RLTY TR INC COM (DLR) AT COST 6,037 8,310
    LAMAR ADVERTISING CO NEW CL A (LAMR) AT COST 15,263 16,811
    NUVEEN PREFERRED SECS AND INC CL I (NPSRX) AT COST 156,840 149,893
    BLACKROCK TOTAL RETURN INSTITUTIONAL (MAHQX) AT COST 245,784 236,465
    BLACKROCK STRATEGIC INCOME OPPRTSI INSTL (BSIIX) AT COST 569,857 566,390
    COHEN & STEERS LOW DUR PRFD & INCOME I (LPXIX) AT COST 234,500 222,170
    INVESCO EXCH TRD SLF IDX FD TR BULSHS 2020 CB (BSCK) AT COST 478,016 477,320
    INVESCO EXCH TRD SLF IDX FD TR BULSHS 2024 CB (BSCO) AT COST 480,446 466,978
    INVESCO EXCH TRD SLF IDX FD TR BULSHS 2022 CB (BSCM) AT COST 477,425 471,619

    TY 2018 OtherAssetsSchedule
    Name:
    ARTHUR M GOLDBERG AND VERONICA GOLDBERG
     
    FOUNDATION INC
    EIN:
    22-2779193
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM BROKER 9,402 3,018 3,018


    TY 2018 OtherExpensesSchedule
    Name:
    ARTHUR M GOLDBERG AND VERONICA GOLDBERG
     
    FOUNDATION INC
    EIN:
    22-2779193
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER AND ADR FEES 37,376 37,376   0
    STATE FILING FEES 26 0   26
    MISCELLANEOUS EXPENSE 3,964 3,964   0


    TY 2018 TaxesSchedule
    Name:
    ARTHUR M GOLDBERG AND VERONICA GOLDBERG
     
    FOUNDATION INC
    EIN:
    22-2779193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 4,582 4,582   0
    FEDERAL TAXES 4,785 0   0