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
GOLDENBERG MAX TW M G FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)111 WEST MONROE STREET TAX DIV 12W
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

36-2471625
B Telephone number (see instructions)

(312) 461-5154
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$7,224,609
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      
4 Dividends and interest from securities... 188,713 188,713  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 464,680
b Gross sales price for all assets on line 6a 3,334,819
7 Capital gain net income (from Part IV, line 2)... 464,680
8 Net short-term capital gain......... 0
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........ 653,393 653,393  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 77,542 27,140   50,402
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,750 875 0 875
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 15,190 2,771   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,497 30,786 0 51,292
25 Contributions, gifts, grants paid....... 334,750 334,750
26 Total expenses and disbursements. Add lines 24 and 25 429,247 30,786 0 386,042
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 224,146
b Net investment income (if negative, enter -0-) 622,607
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 38,737 43,241 43,241
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 4,752,826 5,014,720 5,593,972
c Investments—corporate bonds (attach schedule)....... 1,717,862 1,686,750 1,587,732
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment114 Click to see attachment-12,101 Click to see attachment-336
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,509,539 6,732,610 7,224,609
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
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........ 6,509,539 6,732,610
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)..... 6,509,539 6,732,610
31 Total liabilities and net assets/fund balances (see instructions). 6,509,539 6,732,610
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
6,509,539
2
Enter amount from Part I, line 27a .....................
2
224,146
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,733,685
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,075
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,732,610
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 90. AMGEN INC COMMON STOCK   2016-05-23 2018-01-05
b 380. APPLIED MATERIALS INC COMMON STOCK   2017-01-03 2018-01-05
c 30. BOEING COMPANY COMMON STOCK   2017-01-03 2018-01-05
d 110. COMCAST CORP-CL A   2016-02-23 2018-01-05
e 430. COMCAST CORP-CL A   2017-03-16 2018-01-05
930. GRAPHIC PACKAGING CORP   2016-11-18 2018-01-05
110. HUNTINGTON INGALLS INDUSTRIES   2016-07-25 2018-01-05
840. ORACLE CORPORATION COMMON STOCK   2014-06-19 2018-01-05
240. PEPSICO INC   2015-12-17 2018-01-05
330. BUNGE LIMITED   2017-04-20 2018-01-05
4550. XTRACKERS MSCI EAFE HEDGED EQU   2015-01-22 2018-01-11
90. ALLSTATE CORP   2017-06-22 2018-01-22
150. AMGEN INC COMMON STOCK   2011-09-15 2018-01-22
70. BOEING COMPANY COMMON STOCK   2017-01-19 2018-01-22
100. DISCOVER FINL SVCS   2016-11-18 2018-01-22
130. JOHNSON & JOHNSON COMMON STOCK   2013-06-20 2018-01-22
160. LOWES COS INC - UN   2017-10-23 2018-01-22
120. PEPSICO INC   2016-01-21 2018-01-22
480. RESTAURANT BRANDS INTERNATIONAL INC   2016-09-22 2018-01-22
40. ROCKWELL INTERNATIONAL CORP NEW COMMON STOCK   2016-06-17 2018-01-22
160. VALERO ENERGY CORP NEW COMMON STOCK   2017-05-18 2018-01-22
90. CUMMINS ENGINE COMPANY INC COMMON STOCK   2017-07-20 2018-02-22
40. CUMMINS ENGINE COMPANY INC COMMON STOCK   2015-01-15 2018-02-22
200. JOHNSON & JOHNSON COMMON STOCK   2013-06-20 2018-02-22
70. LAM RESEARCH CORPORATION COMMON STOCK   2017-03-16 2018-02-22
320. ORACLE CORPORATION COMMON STOCK   2007-11-16 2018-02-22
185. RESTAURANT BRANDS INTERNATIONAL INC   2016-05-23 2018-02-22
135. ROCKWELL INTERNATIONAL CORP NEW COMMON STOCK   2016-06-17 2018-02-22
130. SKYWORKS SOLUTIONS INC COMMON STOCK   2017-06-22 2018-02-22
1255. WELLS FARGO & COMPANY NEW COMMON STOCK   2014-06-19 2018-02-22
250. WELLS FARGO & COMPANY NEW COMMON STOCK   2017-08-17 2018-02-22
640. AMERICAN ELECTRIC POWER INC COMMON STOCK   2017-10-23 2018-03-26
70. AMGEN INC COMMON STOCK   2011-09-15 2018-03-26
160. CISCO SYSTEMS INC COMMON STOCK   2015-07-16 2018-03-26
110. CUMMINS ENGINE COMPANY INC COMMON STOCK   2015-02-20 2018-03-26
350. LAM RESEARCH CORPORATION COMMON STOCK   2017-03-16 2018-03-26
640. PORTLAND GENERAL ELECTRIC CO   2017-01-19 2018-03-26
400. ALLSTATE CORP   2017-06-22 2018-04-19
40. ALLSTATE CORP   2016-09-22 2018-04-19
80. AMGEN INC COMMON STOCK   2011-09-15 2018-04-19
510. CADENCE DESIGN SYSTEM INC COMMON STOCK   2017-07-20 2018-04-19
490. HUNTSMAN CORP   2018-01-05 2018-04-19
70. JOHNSON & JOHNSON COMMON STOCK   2011-09-15 2018-04-19
70. PNC BANK CORP F/K/A PNC   2016-11-18 2018-04-19
40. RED HAT INC COMMON STOCK   2017-08-17 2018-04-19
180. SPIRIT AEROSYSTEMS HOLD-CL A   2018-01-05 2018-04-19
90. UNITEDHEALTH GROUP INC COMMON STOCK   2017-02-16 2018-04-19
334.288 VANGUARD FIXED INCOME SECS FD SHORT TERM CORP FD ADMIRAL SHS   2016-02-09 2018-04-20
717.017 VANGUARD FIXED INCOME SECS FD SHORT TERM CORP FD ADMIRAL SHS   2016-02-09 2018-05-15
285. ABBVIE INC   2017-11-16 2018-05-22
300. AMERICAN INTERNATIONAL GROUP   2015-08-20 2018-05-22
270. CVS CORP   2017-09-27 2018-05-22
40. CATERPILLAR INC COMMON STOCK   2017-05-18 2018-05-22
130. CATERPILLAR INC COMMON STOCK   2017-09-27 2018-05-22
170. STATE STREET CORPORATION COMMON STOCK   2018-01-05 2018-05-22
360. VERISIGN INC COMMON STOCK   2012-11-06 2018-05-22
140. ROYAL CARRIBEAN CRUISES LTD   2017-10-23 2018-05-22
100000. AMGEN INC 6.150% 6/01/18   2015-02-26 2018-06-01
70. AMERIPRISE FINANCIAL INC.   2012-04-19 2018-06-21
90. AMERIPRISE FINANCIAL INC.   2017-10-23 2018-06-21
30. CVS CORP   2013-01-17 2018-06-21
180. CVS CORP   2017-10-23 2018-06-21
90. CATERPILLAR INC COMMON STOCK   2017-05-18 2018-06-21
80. JOHNSON & JOHNSON COMMON STOCK   2011-09-15 2018-06-21
320. OWENS CORNING INC   2018-03-26 2018-06-21
75. PERSPECTA INC   2018-04-19 2018-06-21
560. SCHLUMBERGER LTD.   2018-01-22 2018-06-21
420. WYNDHAM DESTINATIONS INC   2017-03-16 2018-06-21
420. WYNDHAM HOTELS & RESORTS INC   2017-03-16 2018-06-21
180. ROYAL CARRIBEAN CRUISES LTD   2017-08-17 2018-06-21
5094.242 ABERDEEN EMER MKTS-INST   2013-11-14 2018-06-27
8035. TRANSAMERICA EMER MKT DBT-I   2017-10-03 2018-06-27
2530. OAKMARK INTERNATIONAL-INST   2018-01-11 2018-07-03
235. AMERICAN ELECTRIC POWER INC COMMON STOCK   2017-09-27 2018-07-19
160. LOWES COS INC - UN   2017-10-23 2018-07-19
15. LOWES COS INC - UN   2016-06-17 2018-07-19
810. ON SEMICONDUCTOR CORP COMMON STOCK   2018-03-26 2018-07-19
660. OWENS CORNING INC   2018-03-26 2018-07-19
90. PEPSICO INC   2016-01-21 2018-07-19
250. SOUTHWEST AIRLINES COMPANY COMMON STOCK   2017-04-20 2018-07-19
225. SOUTHWEST AIRLINES COMPANY COMMON STOCK   2017-08-17 2018-07-19
100. AMERICAN ELECTRIC POWER INC COMMON STOCK   2017-05-18 2018-08-16
125. AMERICAN ELECTRIC POWER INC COMMON STOCK   2017-09-27 2018-08-16
500. APPLIED MATERIALS INC COMMON STOCK   2016-10-20 2018-08-16
80. BANK AMERICA CORP COMMON STOCK   2017-02-16 2018-08-16
420. BANK AMERICA CORP COMMON STOCK   2018-02-22 2018-08-16
475. BERRY GLOBAL GROUP INC   2016-09-22 2018-08-16
50. CIGNA CORPORATION COMMON STOCK   2018-02-22 2018-08-16
140. DUN & BRADSTREET CORP DEL NEW COMMON STOCK   2018-04-19 2018-08-16
100. EQUINIX INC REIT   2017-06-22 2018-08-16
175. FORTINET INC   2018-02-22 2018-08-16
100. LAUDER ESTEE COMPANIES INC CLASS A COMMON STOCK   2018-03-26 2018-08-16
125. RED HAT INC COMMON STOCK   2017-08-17 2018-08-20
2525. OAKMARK INTERNATIONAL-INST   2018-01-11 2018-08-28
3349.282 VANGUARD FIXED INCOME SECS FD SHORT TERM CORP FD ADMIRAL SHS   2016-02-09 2018-09-13
240. APPLIED MATERIALS INC COMMON STOCK   2016-10-20 2018-09-20
305. CVS CORP   2013-01-17 2018-09-20
110. EQUINIX INC REIT   2017-05-18 2018-09-20
260. LEAR CORP   2015-09-17 2018-09-20
130. RED HAT INC COMMON STOCK   2017-07-20 2018-09-20
1180. REGIONS FINANCIAL CORP   2018-02-22 2018-09-20
580. TERADATA CORP   2016-11-18 2018-09-20
30. AT&T INC   2018-01-22 2018-10-01
20. ABBVIE INC   2017-07-20 2018-10-01
45. ABBVIE INC   2017-11-16 2018-10-01
2105.263 ABERDEEN EMER MKTS-INST   2013-07-22 2018-10-01
20. ADOBE SYSTEMS INC COMMON STOCK   2017-05-18 2018-10-01
55. ALEXANDRIA REAL EST EQUITIES COMMON STOCK   2017-11-16 2018-10-01
20. ALLISON TRANSMISSION HOLDINGS INC   2018-08-16 2018-10-01
10. ALPHABET INC CL C   2016-03-17 2018-10-01
55. AMERICAN EXPRESS COMPANY   2017-11-16 2018-10-01
5. AMGEN INC COMMON STOCK   2008-12-02 2018-10-01
65. APPLE COMPUTER INC COMMON STOCK   2013-12-20 2018-10-01
5. AUTOZONE INC COMMON STOCK   2018-07-19 2018-10-01
55. BANK AMERICA CORP COMMON STOCK   2017-02-16 2018-10-01
30. BLACK KNIGHT INC   2018-01-22 2018-10-01
25. BOEING COMPANY COMMON STOCK   2017-01-19 2018-10-01
5. CIGNA CORPORATION COMMON STOCK   2018-02-22 2018-10-01
35. CHEVRON TEXACO INC COMMON STOCK   2017-10-23 2018-10-01
80. CISCO SYSTEMS INC COMMON STOCK   2015-07-16 2018-10-01
140. CITIGROUP INC   2018-01-22 2018-10-01
60. CONOCOPHILLIPS   2018-06-21 2018-10-01
5. DXC TECHNOLOGY CO   2018-04-19 2018-10-01
45. DISCOVER FINL SVCS   2016-11-18 2018-10-01
15. EDWARDS LIFESCIENCES CORP COMMON STOCK   2018-07-19 2018-10-01
25. F5 NETWORKS INC COMMON STOCK   2016-11-18 2018-10-01
30. FORTINET INC   2018-02-22 2018-10-01
5. GRAINGER W W INC COMMON STOCK   2018-05-22 2018-10-01
10. HCA HEALTHCARE INC   2018-07-19 2018-10-01
25. HONEYWELL INTERNATIONAL INC COMMON STOCK   2016-06-17 2018-10-01
5. HUMANA INC COMMON STOCK   2017-06-22 2018-10-01
10. HUNTINGTON INGALLS INDUSTRIES   2013-06-20 2018-10-01
80. INTEL CORPORATION COMMON STOCK   2018-05-22 2018-10-01
5. MASTERCARD INC-A   2018-05-22 2018-10-01
75. MICROSOFT CORP   2018-01-22 2018-10-01
50. NETAPP INC   2018-04-19 2018-10-01
5. PALO ALTO NETWORKS   2018-04-19 2018-10-01
225. PFIZER INC COMMON STOCK   2016-07-25 2018-10-01
10. S&P GLOBAL INC   2018-03-26 2018-10-01
5. SOUTHWEST AIRLINES COMPANY COMMON STOCK   2017-08-17 2018-10-01
5. SPROUTS FARMERS MARKETS LLC   2018-05-22 2018-10-01
20. UNITEDHEALTH GROUP INC COMMON STOCK   2017-02-16 2018-10-01
2870.814 VANGUARD FIXED INCOME SECS FD SHORT TERM CORP FD ADMIRAL SHS   2016-02-09 2018-10-01
20. VISA INC   2018-01-22 2018-10-01
25. WAL-MART STORES INC   2018-02-22 2018-10-01
15. ZOETIS INC   2018-05-22 2018-10-01
25. GARRETT MOTION INC   2016-06-17 2018-10-10
280. AMERICAN ELECTRIC POWER INC COMMON STOCK   2017-05-18 2018-10-18
50. BOEING COMPANY COMMON STOCK   2017-01-19 2018-10-18
610. HUNTSMAN CORP   2018-01-05 2018-10-18
330. INTEL CORPORATION COMMON STOCK   2018-06-21 2018-10-18
105. PFIZER INC COMMON STOCK   2018-02-22 2018-10-18
145. PFIZER INC COMMON STOCK   2016-07-25 2018-10-18
115. RED HAT INC COMMON STOCK   2016-05-23 2018-10-18
60. S&P GLOBAL INC   2018-03-26 2018-10-18
110. S&P GLOBAL INC   2017-08-17 2018-10-18
250. SMUCKER J M CO COMMON STOCK NEW   2018-01-05 2018-10-18
250. MICHAEL KORS HOLDINGS LTD   2018-06-21 2018-10-18
37. RESIDEO TECHNOLOGIES INC   2016-06-17 2018-11-05
1033.058 BLACKROCK STRAT INC OPP-INST   2018-06-27 2018-11-07
1923.077 VANGUARD FIXED INCOME SECS FD SHORT TERM CORP FD ADMIRAL SHS   2016-02-09 2018-11-07
.5 RESIDEO TECHNOLOGIES INC   2016-06-17 2018-11-12
270. ALEXANDRIA REAL EST EQUITIES COMMON STOCK   2017-11-16 2018-11-20
110. APPLE COMPUTER INC COMMON STOCK   2013-11-21 2018-11-20
440. BERRY GLOBAL GROUP INC   2016-10-20 2018-11-20
25. CIGNA CORPORATION COMMON STOCK   2018-02-22 2018-11-20
145. CIGNA CORPORATION COMMON STOCK   2017-08-17 2018-11-20
260. CISCO SYSTEMS INC COMMON STOCK   2015-07-16 2018-11-20
55. HUMANA INC COMMON STOCK   2017-06-22 2018-11-20
70. HUNTINGTON INGALLS INDUSTRIES   2013-06-20 2018-11-20
200. UNITED RENTALS INC COMMON STOCK   2016-03-17 2018-11-20
100000. AT&T INC 2.375% 11/27/18   2015-01-29 2018-11-27
510. CELGENE CORPORATION COMMON STOCK   2018-09-20 2018-12-11
295. CELGENE CORPORATION COMMON STOCK   2017-10-23 2018-12-11
1320. REGIONS FINANCIAL CORP   2018-02-22 2018-12-11
105. ALEXANDRIA REAL EST EQUITIES COMMON STOCK   2017-09-27 2018-12-20
600. BLACK KNIGHT INC   2018-03-26 2018-12-20
140. CISCO SYSTEMS INC COMMON STOCK   2013-07-18 2018-12-20
110. ESSEX PROPERTY TRUST INC COMMON STOCK   2017-06-22 2018-12-20
1370. FREEPORT-MCMORAN COPPER CO INC   2017-11-16 2018-12-20
100. HILL-ROM HOLDING   2017-02-16 2018-12-20
390. KAR AUCTION SERVICES INC   2018-01-05 2018-12-20
30. UNITEDHEALTH GROUP INC COMMON STOCK   2017-02-16 2018-12-20
210. VALERO ENERGY CORP NEW COMMON STOCK   2016-05-23 2018-12-20
675. SUNTRUST BANKS INC COMMON STOCK   2018-06-21 2018-12-31
CAPITAL GAIN 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 16,169   7,431 8,738
b 20,778   12,064 8,714
c 9,113   4,692 4,421
d 4,461   3,188 1,273
e 17,438   16,206 1,232
14,668   12,109 2,559
25,682   15,808 9,874
40,553   27,362 13,191
28,413   23,335 5,078
22,970   25,710 -2,740
148,429   126,065 22,364
9,300   8,003 1,297
28,636   8,463 20,173
23,472   11,172 12,300
7,842   6,642 1,200
19,105   10,804 8,301
17,054   12,958 4,096
14,531   11,297 3,234
29,326   20,656 8,670
8,122   4,660 3,462
15,617   10,179 5,438
15,061   14,841 220
6,694   5,697 997
25,942   13,496 12,446
13,202   8,805 4,397
15,870   6,624 9,246
10,802   7,642 3,160
24,968   15,729 9,239
13,930   13,448 482
73,843   34,874 38,969
14,710   12,971 1,739
42,990   45,940 -2,950
12,034   3,938 8,096
6,923   4,531 2,392
17,343   15,511 1,832
73,097   40,750 32,347
25,368   27,917 -2,549
39,098   33,469 5,629
3,910   2,762 1,148
13,809   4,346 9,463
19,034   17,923 1,111
15,427   17,066 -1,639
8,891   4,506 4,385
10,085   7,765 2,320
6,408   4,031 2,377
14,569   16,006 -1,437
21,179   14,738 6,441
3,500   3,547 -47
7,486   7,608 -122
30,344   26,884 3,460
16,509   18,606 -2,097
17,829   21,852 -4,023
6,326   3,977 2,349
20,560   16,194 4,366
17,077   16,642 435
46,045   16,591 29,454
14,956   17,060 -2,104
100,000   114,086 -14,086
10,268   3,730 6,538
13,201   13,911 -710
2,130   1,567 563
12,781   13,941 -1,160
12,572   8,948 3,624
9,706   5,150 4,556
20,830   28,836 -8,006
1,617   1,877 -260
36,119   44,034 -7,915
19,786   13,517 6,269
26,065   17,680 8,385
19,867   21,462 -1,595
71,829   74,712 -2,883
80,511   88,169 -7,658
66,691   75,090 -8,399
16,560   16,603 -43
16,227   12,708 3,519
1,521   1,176 345
19,404   20,865 -1,461
44,228   46,282 -2,054
10,433   8,472 1,961
13,436   13,984 -548
12,093   11,973 120
7,234   6,819 415
9,042   8,832 210
23,733   14,670 9,063
2,460   1,964 496
12,915   13,351 -436
21,750   21,718 32
9,417   9,603 -186
19,847   16,299 3,548
44,166   42,751 1,415
13,398   8,642 4,756
13,349   13,175 174
17,399   12,518 4,881
66,685   74,942 -8,257
35,000   35,536 -536
9,454   6,822 2,632
24,178   14,642 9,536
48,943   39,331 9,612
41,943   21,190 20,753
17,372   12,026 5,346
22,931   22,863 68
22,768   15,701 7,067
1,002   1,134 -132
1,898   1,482 416
4,271   4,245 26
30,000   30,779 -779
5,500   2,681 2,819
6,802   6,942 -140
1,042   937 105
11,971   7,378 4,593
5,939   5,146 793
1,035   270 765
14,824   4,870 9,954
3,879   3,594 285
1,630   1,350 280
1,562   1,559 3
9,501   3,990 5,511
1,055   960 95
4,348   4,155 193
3,914   2,265 1,649
10,087   11,013 -926
4,777   3,899 878
472   457 15
3,450   2,989 461
2,592   2,256 336
4,719   3,570 1,149
2,777   1,481 1,296
1,781   1,551 230
1,401   1,079 322
4,159   2,840 1,319
1,690   1,195 495
2,558   564 1,994
3,719   4,329 -610
1,120   956 164
8,657   6,790 1,867
4,318   3,458 860
1,127   959 168
9,981   8,257 1,724
1,986   1,897 89
312   266 46
136   110 26
5,377   3,275 2,102
30,000   30,459 -459
3,020   2,459 561
2,353   2,326 27
1,371   1,278 93
387   303 84
20,067   19,093 974
17,968   7,964 10,004
13,774   18,924 -5,150
14,857   17,495 -2,638
4,613   3,754 859
6,370   5,321 1,049
14,034   8,607 5,427
11,231   11,383 -152
20,589   16,504 4,085
25,674   31,286 -5,612
15,108   16,855 -1,747
880   760 120
10,000   10,082 -82
20,000   20,404 -404
11   10 1
32,710   33,285 -575
19,420   8,170 11,250
21,691   20,025 1,666
5,203   4,801 402
30,179   25,726 4,453
11,545   7,078 4,467
16,578   13,143 3,435
14,682   3,948 10,734
21,950   12,702 9,248
100,000   102,211 -2,211
35,707   40,941 -5,234
20,654   26,218 -5,564
18,892   25,085 -6,193
12,355   12,337 18
26,767   30,155 -3,388
5,967   3,149 2,818
28,047   26,431 1,616
13,970   18,714 -4,744
8,680   6,321 2,359
18,561   20,077 -1,516
7,274   4,913 2,361
14,813   11,406 3,407
33,711   45,849 -12,138
      26,430
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       8,738
b       8,714
c       4,421
d       1,273
e       1,232
      2,559
      9,874
      13,191
      5,078
      -2,740
      22,364
      1,297
      20,173
      12,300
      1,200
      8,301
      4,096
      3,234
      8,670
      3,462
      5,438
      220
      997
      12,446
      4,397
      9,246
      3,160
      9,239
      482
      38,969
      1,739
      -2,950
      8,096
      2,392
      1,832
      32,347
      -2,549
      5,629
      1,148
      9,463
      1,111
      -1,639
      4,385
      2,320
      2,377
      -1,437
      6,441
      -47
      -122
      3,460
      -2,097
      -4,023
      2,349
      4,366
      435
      29,454
      -2,104
      -14,086
      6,538
      -710
      563
      -1,160
      3,624
      4,556
      -8,006
      -260
      -7,915
      6,269
      8,385
      -1,595
      -2,883
      -7,658
      -8,399
      -43
      3,519
      345
      -1,461
      -2,054
      1,961
      -548
      120
      415
      210
      9,063
      496
      -436
      32
      -186
      3,548
      1,415
      4,756
      174
      4,881
      -8,257
      -536
      2,632
      9,536
      9,612
      20,753
      5,346
      68
      7,067
      -132
      416
      26
      -779
      2,819
      -140
      105
      4,593
      793
      765
      9,954
      285
      280
      3
      5,511
      95
      193
      1,649
      -926
      878
      15
      461
      336
      1,149
      1,296
      230
      322
      1,319
      495
      1,994
      -610
      164
      1,867
      860
      168
      1,724
      89
      46
      26
      2,102
      -459
      561
      27
      93
      84
      974
      10,004
      -5,150
      -2,638
      859
      1,049
      5,427
      -152
      4,085
      -5,612
      -1,747
      120
      -82
      -404
      1
      -575
      11,250
      1,666
      402
      4,453
      4,467
      3,435
      10,734
      9,248
      -2,211
      -5,234
      -5,564
      -6,193
      18
      -3,388
      2,818
      1,616
      -4,744
      2,359
      -1,516
      2,361
      3,407
      -12,138
       
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 2 464,680
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 349,046 7,644,213 0.045661
2016 345,002 6,950,387 0.049638
2015 365,050 7,388,183 0.04941
2014 357,403 7,653,722 0.046697
2013 320,274 7,228,653 0.044306
2
Total of line 1, column (d) .....................
2
0.235712
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
0.047142
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,955,267
5
Multiply line 4 by line 3......................
5
375,027
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,226
7
Add lines 5 and 6........................
7
381,253
8
Enter qualifying distributions from Part XII, line 4,.............
8
386,042
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 6,226
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 6,226
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 6,226
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,564
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,564
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 2,338
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,338 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$   (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)
    bulletIL
    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 addressbullet  
    14
    The books are in care ofbulletHECTOR AHUMADA, C/O BMO HARRIS BANK Telephone no.bullet (312) 461-5154

    Located atbullet111 W MONROE ST TAX DIVISION 12WCHICAGOIL ZIP+4bullet60603
    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
    BMO HARRIS BANK N A TRUSTEE
    2
    77,542    
    111 W MONROE TAX DIV 12W
    CHICAGO,IL60603
    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.........................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
    7,984,909
    b
    Average of monthly cash balances.......................
    1b
    91,504
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,076,413
    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
    8,076,413
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    121,146
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,955,267
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    397,763
    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
    397,763
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,226
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,226
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    391,537
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    391,537
    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
    391,537
    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
    386,042
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    386,042
    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
    6,226
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    379,816
    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 7 391,537
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 335,266
    b Total for prior years:20, 20, 20 0
    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$ 386,042
    a Applied to 2017, but not more than line 2a 335,266
    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..... 50,776
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (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 0
    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 ..........
    340,761
    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) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    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.... 0
    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 e-mail address of the person to whom applications should be addressed:
    MAX GOLDENBERG FOUNDATION CO BMO H
    111 W MONROE ST TAX DIVISION 12W
    CHICAGO,IL60603
    (312) 461-5154
    bThe form in which applications should be submitted and information and materials they should include:
    THE MAX GOLDENBERG FOUNDATION DISTRIBUTES FOR CHARITABLE, EDUCATIONAL, RELIGIOUS AND SCIENTIFIC PURPOSES. PROPOSALS MAY BE SUBMITTED AT ANYTIME IN WRITING TO THE MAX GOLDENBERG ADMINISTRATOR.
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    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
    NORTHWESTERN UNIVERSITY
    FEINBERG SCHOOL OF MEDICINE
    420 EAST SUPERIOR STREET
    CHICAGO,IL60611
    NONE PC GENERAL OPERATING PURPOSES 21,000
    NORTH PARK UNIVERSITY
    3225 W FOSTER AVE
    CHICAGO,IL60625
    NONE PC GENERAL OPERATING PURPOSES 19,000
    MUSEUM OF SCIENCE AND INDUSTRY
    5700 SOUTH LAKE SHORE DRIVE
    CHICAGO,IL60637
    NONE PC GENERAL OPERATING PURPOSES 1,000
    LEVI HOSPITAL SYSTEM
    300 PROSPECT AVE
    HOT SPRINGS,AZ71901
    NONE PC GENERAL OPERATING PURPOSES 12,000
    THE CHICAGO LIGHTHOUSE
    FOR THE BLIND
    1850 WEST ROOSEVELT ROAD
    CHICAGO,IL60608
    NONE PC GENERAL OPERATING PURPOSES 8,150
    JEWISH FEDERATION OF
    METROPOLITAN CHICAGO
    30 S WELLS ST
    CHICAGO,IL60606
    NONE PC GENERAL OPERATING PURPOSES 13,500
    ROOSEVELT UNIVERSITY
    430 S MICHIGAN AVE
    CHICAGO,IL60605
    NONE PC GENERAL OPERATING PURPOSES 24,000
    UNIVERSITY OF THE CUMBERLANDS
    6180 COLLEGE STATION DR
    WILLIAMSBURG,KY40769
    NONE PC GENERAL OPERATING PURPOSES 15,000
    CATHOLIC CHARITIES OF THE
    ARCHDIOCESE OF CHICAGO
    721 N LASALLE
    CHICAGO,IL60610
    NONE PC GENERAL OPERATING PURPOSES 6,500
    THE ARK
    6450 N CALIFORNIA AVE
    CHICAGO,IL60645
    NONE PC GENERAL OPERATING PURPOSES 11,000
    SAINT XAVIER UNIVERSITY
    3700 W 103RD ST
    CHICAGO,IL60655
    NONE PC GENERAL OPERATING PURPOSES 30,000
    HEKTOEN INSTITUTE FOR MED
    RESEARCH
    2240 W ODGEN AVENUE
    CHICAGO,IL60612
    NONE PC GENERAL OPERATING PURPOSES 14,000
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231
    NONE PC GENERAL OPERATING PURPOSES 7,800
    METROPOLITAN FAMILY SERVICES
    ONE NORTH DEARBORN 10TH FL
    CHICAGO,IL606024322
    NONE PC GENERAL OPERATING PURPOSES 7,500
    AMERICAN DIABETES FOUNDATION
    2451 CRYSTAL DR SUITE 900
    ARLINGTON,VA22202
    NONE PC GENERAL OPERATING PURPOSES 8,000
    OUR LADY OF TEPEYAC
    2226 S WHIPPLE STREET
    CHICAGO,IL60623
    NONE PC GENERAL OPERATING PURPOSES 2,000
    COUNCIL FOR JEWISH ELDERLY
    3003 W TOUHY AVE
    CHICAGO,IL60645
    NONE PC GENERAL OPERATING PURPOSES 12,500
    LA RABIDA CHILDREN'S HOSPITAL
    6501 SOUTH PROMONTORY DRIVE
    CHICAGO,IL60649
    NONE PC GENERAL OPERATING PURPOSES 4,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON STREET
    DENVER,CO80206
    NONE PC GENERAL OPERATING PURPOSES 26,000
    LITTLE BROTHERS FRIENDS OF THE ELDERLY
    355 N ASHLAND AVENUE
    CHICAGO,IL60607
    NONE PC GENERAL OPERATING PURPOSES 4,000
    SAINT AUGUSTINE COLLEGE
    1345 W ARGYLE STREET
    CHICAGO,IL60640
    NONE PC GENERAL OPERATING PURPOSES 9,000
    ANN & ROBERT H LURIE CHILDREN'S
    HOSPITAL OF CHICAGO FOUNDATION
    225 E CHICAGO AVE
    CHICAGO,IL60611
    NONE PC GENERAL OPERATING PURPOSES 28,500
    ILLINOIS HOLOCAUST MUSEUM & EDUCATION
    CENTER
    9603 WOODS DR
    SKOKIE,IL60077
    NONE PC GENERAL OPERATING PURPOSES 6,000
    THE DOUGLAS CENTER
    3445 HOWARD ST
    SKOKIE,IL60076
    NONE PC GENERAL OPERATING PURPOSES 5,000
    OPERATION BLESSING OF SOUTHWEST
    CHICAGOLAND
    4901 W 128TH PL
    ALSIP,IL60803
    NONE PC GENERAL OPERATING PURPOSES 2,500
    FRIENDS OF FISHER HOUSE
    2720 DUNDEE RD 265
    NORTHBROOK,IL60062
    NONE PC GENERAL OPERATING PURPOSES 450
    CANCER RESEARCH INSTITUTE
    29 BROADWAY FL 4
    NEW YORK,NY10006
    NONE PC GENERAL OPERATING PURPOSES 2,000
    WILL COUNTY CENTER FOR COMMUNITY CONCERN
    2455 GLENWOOD AVENUE
    JOLIET,IL60435
    NONE PC GENERAL OPERATING PURPOSES 450
    WILL-GRUNDY MEDICAL CENTER
    213 E CASS ST
    Joliet,IL60432
    NONE PC GENERAL OPERATING PURPOSES 300
    CASA CENTRAL
    1343 N CALIFORNIA AVE
    Chicago,IL60622
    NONE PC GENERAL OPERATING PURPOSES 300
    COOL MINISTRIES
    800 W GLEN FLORA AVE
    WAUKEGAN,IL60085
    NONE PC GENERAL OPERATING PURPOSES 500
    DISABLED PATRIOT FUND
    10767 163RD PLACE
    ORLAND PARK,IL60467
    NONE PC GENERAL OPERATING PURPOSES 450
    DUPAGE SENIOR CITIZENS COUNCIL
    1990 SPRINGER DR
    LOMBARD,IL60148
    NONE PC GENERAL OPERATING PURPOSES 500
    HERO - HEROIN EPIDEMIC RELIEF ORG
    PO BOX 2536
    ORLAND PARK,IL60462
    NONE PC GENERAL OPERATING PURPOSES 450
    JOLIET AREA COMMUNITY HOSPICE
    250 WATER STONE CIRCLE
    JOLIET,IL60431
    NONE PC GENERAL OPERATING PURPOSES 450
    ONE LOVE GLOBAL WELLNESS
    PO BOX 712
    MOKENA,IL60448
    NONE PC GENERAL OPERATING PURPOSES 500
    A SAFE HAVEN
    2750 W ROOSEVELT ROAD
    CHICAGO,IL60608
    NONE PC GENERAL OPERATING PURPOSES 500
    SARAH'S CIRCLE
    4838 N SHERIDAN ROAD
    CHICAGO,IL60640
    NONE PC GENERAL OPERATING PURPOSES 500
    ALAINE LOCKE CHARTER SCHOOL
    150 N MICHIGAN AVE STE 2100
    CHICAGO,IL60601
    NONE PC GENERAL OPERATING PURPOSES 750
    GUERIN COLLEGE PREPARATORY HIGH SCHOOL
    8001 W BELMONT AVE
    RIVER GROVE,IL60171
    NONE PC GENERAL OPERATING PURPOSES 750
    NORTHEASTERN ILLINOIS UNIVERSITY
    5500 ST LOUIS AVE
    CHICAGO,IL60625
    NONE PC GENERAL OPERATING PURPOSES 9,000
    AMERICAN BRAIN TUMOR ASSOCIATION
    8550 W BRYN MAWR AVE
    CHICAGO,IL60631
    NONE PC GENERAL OPERATING PURPOSES 450
    CHRISTOPHER HOUSE
    5235 W BELDEN AVE
    CHICAGO,IL60639
    NONE PC GENERAL OPERATING PURPOSES 450
    COMMUNITY SUPPORT SERVICES
    9021 OGDEN AVE
    BROOKFIELD,IL60513
    NONE PC GENERAL OPERATING PURPOSES 450
    DANNY DID FOUNDATION
    PO BOX 46576
    CHICAGO,IL60646
    NONE PC GENERAL OPERATING PURPOSES 450
    FRANCISCAN OUTREACH
    1645 W LEMOYNE STREET
    CHICAGO,IL60622
    NONE PC GENERAL OPERATING PURPOSES 300
    GIGI'S PLAYHOUSE TINLEY PARK
    2350 WEST HIGGINS ROAD
    HOFFMAN ESTATES,IL60169
    NONE PC GENERAL OPERATING PURPOSES 450
    LAKE GENEVA FRESH AIR ASSOCIATION
    PO BOX 10
    WILLIAMS BAY,WI53191
    NONE PC GENERAL OPERATING PURPOSES 450
    MY JOYFUL HEART
    PO BOX 502
    LOCKPORT,IL60441
    NONE PC GENERAL OPERATING PURPOSES 450
    NATIONAL FEDERATION OF THE BLIND
    1800 JOHNSON STREET
    BALTIMORE,MD21230
    NONE PC GENERAL OPERATING PURPOSES 450
    THE NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL60640
    NONE PC GENERAL OPERATING PURPOSES 450
    OAK PARK RIVER FOREST
    320 LAKE ST
    OAK PARK,IL60302
    NONE PC GENERAL OPERATING PURPOSES 450
    PEDIATRIC BRAIN TUMOR FOUNDATION
    302 RIDGEFIELD CT
    ASHEVILLE,NC28806
    NONE PC GENERAL OPERATING PURPOSES 450
    RIVER VALLEY SPECIAL RECREATION
    1335 EAST BROADWAY
    BRADLEY,IL60915
    NONE PC GENERAL OPERATING PURPOSES 450
    SECOND SENSE
    65 E WACKER PL STE 1010
    CHICAGO,IL60601
    NONE PC GENERAL OPERATING PURPOSES 450
    TRINITY SERVICES INC
    301 VETERANS PARKWAY
    NEW LENOX,IL60451
    NONE PC GENERAL OPERATING PURPOSES 450
    OLD IRVING PARK COMMUNITY CLINIC
    5425 W ADDISON ST
    CHICAGO,IL60641
    NONE PC GENERAL OPERATING PURPOSES 300
    POSITIVE ACCEPTANCE TOWARDS HEALING PATH
    2201 NOTTINGHAM DRIVE
    NAPERVILLE,IL60565
    NONE PC GENERAL OPERATING PURPOSES 300
    ADVENTURE SCIENCE CENTER
    800 FORT NEGLEY BOULEVARD
    NASHVILLE,TN37203
    NONE PC GENERAL OPERATING PURPOSES 300
    ALICE LLOYD COLLEGE
    100 PURPOSE ROAD
    PIPPA PASSES,KY41844
    NONE PC GENERAL OPERATING PURPOSES 1,250
    ARAB AMERICAN FAMILY SERVICES
    9044 S OCTAVIA AVE
    BRIDGEVIEW,IL60455
    NONE PC GENERAL OPERATING PURPOSES 300
    ARTHRITIS FOUNDATION
    1355 PEACHTREE STREET NE SUITE 600
    ATLANTA,GA30309
    NONE PC GENERAL OPERATING PURPOSES 300
    COMMUNITY SERVICE COUNCIL OF NORTHERN
    WILL COUNTY
    440 QUADRANGLE DRIVE SUITE C
    BOLINGBROOK,IL60440
    NONE PC GENERAL OPERATING PURPOSES 300
    DISCOVERY WORLD
    500 NORTH HARBOR DRIVE
    MILWAUKEE,WI53202
    NONE PC GENERAL OPERATING PURPOSES 300
    ELIM CHRISTIAN SERVICES
    13020 S CENTRAL AVE
    PALOS HEIGHTS,IL60463
    NONE PC GENERAL OPERATING PURPOSES 300
    IMERMAN ANGELS
    205 W RANDOLPH ST 19TH FLOOR
    CHICAGO,IL60606
    NONE PC GENERAL OPERATING PURPOSES 300
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021
    NONE PC GENERAL OPERATING PURPOSES 1,000
    KINSHIP UNITED
    5105 TOLLVIEW DRIVE SUITE 155
    ROLLING MEADOWS,IL60008
    NONE PC GENERAL OPERATING PURPOSES 300
    LINCOLNWAY SPECIAL RECREATION FOUNDATION
    1900 HEATHER GLEN DRIVE
    NEW LENOX,IL60423
    NONE PC GENERAL OPERATING PURPOSES 300
    LYRIC OPERA OF CHICAGO
    20 N WACKER DRIVE 860
    CHICAGO,IL60606
    NONE PC GENERAL OPERATING PURPOSES 300
    MACULA VISION RESEARCH FOUNDATION
    100 FRONT STREET NO 300
    WEST CONSHOHOCKEN,PA19428
    NONE PC GENERAL OPERATING PURPOSES 1,250
    NORTH SIDE HOUSING AND SUPPORTIVE
    SERVICES
    4410 N RAVENSWOOD SUITE 101
    CHICAGO,IL60640
    NONE PC GENERAL OPERATING PURPOSES 300
    REHABILITATION INSTITUTE OF CHICAGO
    355 EAST ERIE STREET
    CHICAGO,IL60611
    NONE PC GENERAL OPERATING PURPOSES 1,750
    ROBBINS HISTORICAL SOCIETY AND MUSEUM
    3644 W 139TH STREET PO BOX 1561
    ROBBINS,IL60472
    NONE PC GENERAL OPERATING PURPOSES 300
    SPECIALIZED ASSISTANCE SERVICES
    2630 S WABASH AVENUE 2ND FL
    CHICAGO,IL60616
    NONE PC GENERAL OPERATING PURPOSES 300
    UNIVERSITY OF SOUTH FLORIDA FOUNDATION
    3802 SPECTRUM BOULEVARD NO 100
    TAMPA,FL33612
    NONE PC GENERAL OPERATING PURPOSES 2,000
    VETERANS GARAGE
    10712 FIRST COURT
    MOKENA,IL60448
    NONE PC GENERAL OPERATING PURPOSES 300
    ILLINOIS AMISH HERITAGE CENTER
    105 EAST MAIN ST
    ARCOLA,IL61910
    NONE PC GENERAL OPERATING PURPOSES 300
    Total .................................bullet 3a 334,750
    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 ...........
             
    4 Dividends and interest from securities....     14 188,713  
    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 ............
        18 464,680  
    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)..   653,393  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    653,393
    (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:
    GOLDENBERG MAX TW M G FOUNDATION
    EIN:
    36-2471625
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,750 875   875

    TY 2018 OtherAssetsSchedule
    Name:
    GOLDENBERG MAX TW M G FOUNDATION
    EIN:
    36-2471625
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PURCHASE INTEREST CARRYOVER 114 37 0
    UNSETTLED SALES   -12,138 -336


    TY 2018 OtherDecreasesSchedule
    Name:
    GOLDENBERG MAX TW M G FOUNDATION
    EIN:
    36-2471625
    Description Amount
    TIMING DIFFERENCES 1,075


    TY 2018 OtherExpensesSchedule
    Name:
    GOLDENBERG MAX TW M G FOUNDATION
    EIN:
    36-2471625
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 15 0   15


    TY 2018 TaxesSchedule
    Name:
    GOLDENBERG MAX TW M G FOUNDATION
    EIN:
    36-2471625
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 21 21   0
    FEDERAL TAX PAYMENT - PRIOR YE 3,855 0   0
    FEDERAL ESTIMATES - PRINCIPAL 8,564 0   0
    FOREIGN TAXES ON QUALIFIED FOR 2,610 2,610   0
    FOREIGN TAXES ON NONQUALIFIED 140 140   0