-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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
,
NJ
07931
A Employer identification number
22-2779193
B
Telephone number (see instructions)
(908) 766-2320
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
7,344,332
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
449
449
4
Dividends and interest from securities
...
199,082
197,778
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
94,843
b
Gross sales price for all assets on line 6a
878,911
7
Capital gain net income (from Part IV, line 2)
...
94,843
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
........
294,374
293,070
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)
.......
15,580
0
15,580
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
7,619
4,619
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
38,148
38,117
31
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
61,347
42,736
15,611
25
Contributions, gifts, grants paid
.......
329,900
329,900
26
Total expenses and disbursements.
Add lines 24 and 25
391,247
42,736
345,511
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-96,873
b
Net investment income
(if negative, enter -0-)
250,334
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
62,216
160,259
160,259
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
615,231
446,839
533,959
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
5,558,733
5,532,325
6,647,212
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
3,018
2,902
2,902
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
6,239,198
6,142,325
7,344,332
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
6,239,198
6,142,325
29
Total net assets or fund balances
(see instructions)
.....
6,239,198
6,142,325
30
Total liabilities and net assets/fund balances
(see instructions)
.
6,239,198
6,142,325
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
6,239,198
2
Enter amount from Part I, line 27a
.....................
2
-96,873
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
6,142,325
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
6,142,325
Form
990-PF
(2019)
Form 990-PF (2019)
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
867 SHS INVESCO EXCHANGE TRADED FD TR BUYBACK
P
2016-02-04
2019-03-13
b
1065 SHS INVESCO EXCHANGE TRADED FD TR BUYBACK
P
2016-10-14
2019-03-13
c
1062 SHS INVESCO EXCHANGE TRADED FD TR BUYBACK
P
2016-10-14
2019-03-13
d
516 SHS ABB LTD SPONSORED ADR
P
2019-02-21
2018-06-03
e
41 SHS ABBVIE INC COM
P
2019-09-17
2019-10-21
2362 SHS AEGON NV NY REGISTRY SHS
P
2018-12-03
2019-03-28
156 SHS BB&T CORP COM
P
2018-12-03
2019-06-10
35 SHS BCE INC COM NEW ISIN #CA05534B7604
P
2018-12-03
2019-02-01
99 SHS BCE INC COM NEW ISIN #CA05534B7604
P
2018-12-03
2019-03-15
69 SHS BCE INC COM NEW ISIN #CA05534B7604
P
2018-12-03
2019-10-21
119 SHS BRIXMOR PPTY GROUP INC COM
P
2019-07-10
2019-10-21
12 SHS BROADCOM INC COM
P
2018-12-03
2019-02-01
9 SHS BROADCOM INC COM
P
2018-12-03
2019-10-21
234 SHS CARNIVAL CORP
P
2018-12-03
2019-04-30
151 SHS CENTERPOINT ENERGY INC
P
2018-03-23
2019-02-01
66 SHS CITIGROUP INC COM NEW C
P
2018-12-03
2019-02-01
51 SHS CITIGROUP INC COM NEW C
P
2018-12-03
2019-10-21
108 SHS CITIZENS FINL GROUP INC COM
P
2019-01-15
2019-02-01
112 SHS CITIZENS FINL GROUP INC COM
P
2019-01-15
2019-10-21
73 SHS COCA-COLA EUROPEAN PARTNERS PLC COM
P
2018-10-17
2019-02-01
54 SHS CUMMINS INC
P
2019-03-13
2019-10-21
881 SHS CYPRESS SEMICONDUCTOR CORP
P
2018-12-03
2019-01-11
109 SHS ENBRIDGE INC COM ISIN #CA29250N1050
P
2018-12-19
2019-02-01
115 SHS ENBRIDGE INC COM ISIN #CA29250N1050
P
2018-12-19
2019-03-14
59 SHS ENBRIDGE INC COM ISIN #CA29250N1050
P
2018-12-19
2019-10-21
40 SHS ENBRIDGE INC COM ISIN #CA29250N1050
P
2018-12-19
2019-11-22
67 SHS FIDELITY NATIONAL FINANCIAL FNF GROUP CO
P
2018-12-03
2019-02-01
121 SHS FIDELITY NATIONAL FINANCIAL FNF GROUP CO
P
2018-12-03
2019-10-21
78 SHS GAP INC COM
P
2018-12-03
2019-02-01
457 SHS GAP INC COM
P
2018-12-03
2019-03-04
73 SHS GILEAD SCIENCES INC COM
P
2019-05-01
2019-10-21
14 SHS HOME DEPOT INC COM
P
2019-03-28
2019-10-21
275 SHS HP INC COM
P
2019-02-14
2019-05-01
382 SHS HSBC HOLDINGS PLC SPON ADR NEW
P
2018-12-03
2019-01-14
226 SHS HUNTINGTON BANCSHARES INC COM
P
2018-12-03
2019-02-01
158 SHS HUNTINGTON BANCSHARES INC COM
P
2018-12-03
2019-10-21
459 SHS ISHARES SELECT DIVIDEND ETF
P
2019-10-22
2019-11-22
30 SHS JPMORGAN CHASE & CO COM USD 1.00
P
2019-06-26
2019-10-21
101 SHS KIMCO REALTY CORP COM USD .01
P
2019-08-15
2019-10-21
107 SHS KLA CORPORATION COM NEW
P
2018-12-03
2019-07-29
35 SHS KLA CORPORATION COM NEW
P
2018-12-03
2019-02-01
85 SHS KLA CORPORATION COM NEW
P
2018-12-03
2019-03-28
232 SHS KOHLS CORPORATION COM USD .01
P
2019-05-01
2019-07-05
114 SHS LYONDELLBASELL INDUSTRIES NV COM
P
2018-12-03
2019-10-22
72 SHS MAGNA INTL INC COM ISIN #CA5592224011
P
2019-03-28
2019-10-21
2561 SHS NOKIA OYJ ADR EACH REPR 1 ORD NPV
P
2018-12-03
2019-07-23
44 SHS OCCIDENTAL PETE CORP COM
P
2018-12-03
2019-02-01
253 SHS OCCIDENTAL PETE CORP COM
P
2018-12-03
2019-10-22
292 SHS REGIONS FINL CORP
P
2018-11-02
2019-02-01
134 SHS REGIONS FINL CORP
P
2018-11-02
2019-10-21
654 SHS REGIONS FINL CORP
P
2018-11-02
2019-10-22
41 SHS SIX FLAGS ENTERTAINMENT CORP NEW COM
P
2018-12-03
2019-02-01
210 SHS SIX FLAGS ENTERTAINMENT CORP NEW COM
P
2018-12-03
2019-03-21
35 SHS TEXAS INSTRUMENTS INC COM
P
2018-12-03
2019-02-01
36 SHS TEXAS INSTRUMENTS INC COM
P
2018-12-03
2019-05-01
19 SHS TEXAS INSTRUMENTS INC COM
P
2018-12-03
2019-10-21
107 SHS TORONTO-DOMINION BANK COM NPV ISIN #CA89
P
2018-12-03
2019-04-25
97 SHS SA SPON ADS EA REP 1 ORD SHS
P
2019-03-14
2019-10-22
328 SHS UMPQUA HOLDINGS CORP
P
2018-12-03
2019-05-01
65 SHS WHIRLPOOL CORP
P
2019-03-14
2019-10-21
184 SHS AES CORP COM USD .01
P
2018-01-23
2019-02-01
188 SHS AES CORP COM USD .01
P
2018-01-23
2019-10-21
95 SHS BB&T CORP COM USD 5.00
P
2016-10-17
2019-02-01
42 SHS BB&T CORP COM USD 5.00
P
2016-10-17
2019-03-20
82 SHS BB&T CORP COM USD 5.00
P
2016-10-20
2019-03-20
36 SHS BB&T CORP COM USD 5.00
P
2016-10-20
2019-03-21
80 SHS BB&T CORP COM USD 5.00
P
2016-10-20
2019-05-10
29 SHS BB&T CORP COM USD 5.00
P
2017-03-24
2019-05-10
93 SHS BB&T CORP COM USD 5.00
P
2017-03-24
2019-06-10
32 SHS BCE INC COM NEW ISIN #CA05534B7604
P
2010-11-11
2019-02-01
78 SHS CENTERPOINT ENERGY INC
P
2018-03-23
2019-10-21
419 SHS CENTERPOINT ENERGY INC
P
2018-03-23
2019-11-22
136 SHS CENTERPOINT ENERGY INC
P
2018-09-13
2019-11-22
102 SHS CYSCO SYS INC COM
P
2015-06-15
2019-02-01
56 SHS CYSCO SYS INC COM
P
2015-06-15
2019-10-21
51 SHS CME GROUP INC COM CLA
P
2015-12-18
2019-03-13
39 SHS CME GROUP INC COM CLA
P
2016-06-24
2019-03-13
17 SHS CME GROUP INC COM CLA
P
2017-03-20
2019-03-13
47 SHS COCA-COLA EUROPEAN PARTNERS PLC COM
P
2018-10-17
2019-10-21
20 SHS CROWN CASTLE INTL CORP NEW COM ISIN #US2
P
2016-11-17
2019-02-01
16 SHS CROWN CASTLE INTL CORP NEW COM ISIN #US2
P
2016-11-17
2019-10-21
78 SHS DIGITAL RLTY TR INC COM
P
2016-12-22
2019-01-23
34 SHS EATON CORP PLC COM
P
2015-12-18
2019-02-01
3 SHS EATON CORP PLC COM
P
2016-01-14
2019-02-01
33 SHS EATON CORP PLC COM
P
2016-01-14
2019-10-21
337 SHS HP INC COM
P
2017-08-30
2019-05-01
50 SHS LAMAR ADVERTISING CO COM
P
2015-11-18
2019-10-21
86 SHS LAMAR ADVERTISING CO COM
P
2015-11-18
2019-12-17
34 SHS LYONDELLBASELL INDUSTRIES NV COM
P
2014-12-10
2019-02-01
40 SHS LYONDELLBASELL INDUSTRIES NV COM
P
2014-12-10
2019-10-21
156 SHS OLD REPUBLIC INTL CORP
P
2018-01-18
2019-10-21
51 SHS ONEOK INC COM USD .01
P
2015-12-18
2019-02-01
73 SHS ONEOK INC COM USD .01
P
2015-12-18
2019-06-17
179 SHS ONEOK INC COM USD .01
P
2016-01-14
2019-06-17
13 SHS ONEOK INC COM USD .01
P
2017-06-15
2019-06-17
103.11 SHS PEMBINA PIPELINE CORP COM ISIN #CA706327
P
2011-05-05
2019-01-07
104.89 SHS PEMBINA PIPELINE CORP COM ISIN #CA706327
P
2012-03-02
2019-01-07
7 SHS PFIZER INC
P
2015-11-18
2019-02-01
83 SHS PFIZER INC
P
2016-03-29
2019-02-01
153 SHS PFIZER INC
P
2016-03-29
2019-09-17
84 SHS PFIZER INC
P
2016-03-29
2019-10-21
45 SHS QUALCOMM INC
P
2016-02-19
2019-02-01
44 SHS QUALCOMM INC
P
2016-02-19
2019-02-08
42 SHS QUALCOMM INC
P
2016-02-24
2019-02-08
131 SHS QUALCOMM INC
P
2016-02-24
2019-02-11
2 SHS QUALCOMM INC
P
2017-08-30
2019-02-11
107 SHS SABRE CORP COM
P
2017-11-20
2019-02-01
84 SHS SABRE CORP COM
P
2017-11-20
2019-10-21
133 SHS SABRE CORP COM
P
2017-11-20
2019-12-17
75 SHS TAIWAN SEMICONDUCTOR MANUFACTURING SPON A
P
2017-01-31
2019-02-01
51 SHS TAIWAN SEMICONDUCTOR MANUFACTURING SPON A
P
2017-01-31
2019-10-21
82 SHS TARGET CORP COM
P
2017-09-05
2019-03-01
2 SHS TARGET CORP COM
P
2017-12-07
2019-03-01
50 SHS TARGET CORP COM
P
2017-12-07
2019-08-29
33 SHS TARGET CORP COM
P
2017-12-07
2019-10-21
37 SHS TORONTO-DOMINION BANK COM NPV ISIN #CA89
P
2015-12-21
2019-01-24
153 SHS TORONTO-DOMINION BANK COM NPV ISIN #CA89
P
2016-03-07
2019-01-24
12 SHS TORONTO-DOMINION BANK COM NPV ISIN #CA89
P
2016-03-21
2019-01-24
37 SHS TORONTO-DOMINION BANK COM NPV ISIN #CA89
P
2016-03-21
2019-02-01
53 SHS TORONTO-DOMINION BANK COM NPV ISIN #CA89
P
2016-03-21
2019-04-25
7 SHS TORONTO-DOMINION BANK COM NPV ISIN #CA89
P
2017-07-17
2019-04-25
47 SHS TOTAL SA SPON ADS EA REP 1 ORD SHS
P
2017-11-29
2019-02-01
47 SHS TOTAL SA SPON ADS EA REP 1 ORD SHS
P
2017-11-29
2019-10-21
168 SHS TOTAL SA SPON ADS EA REP 1 ORD SHS
P
2017-11-29
2019-10-22
72 SHS TOTAL SA SPON ADS EA REP 1 ORD SHS
P
2018-03-29
2019-10-22
74 SHS VERIZON COMMUNICATIONS
P
2014-02-24
2019-02-01
2 SHS VERIZON COMMUNICATIONS
P
2014-02-24
2019-10-21
49 SHS VERIZON COMMUNICATIONS
P
2015-11-18
2019-10-21
3531.786 SHS BLACKROCK STRATEGIC INCOME OPPRTSI INSTL
P
2015-11-17
2019-10-21
1261.564 SHS BLACKROCK TOTAL RETURN INSTITUTIONAL
P
2015-11-17
2019-10-21
467 SHS INVESCO EXCH TRD SLFIDX FD TR BULSHS 202
P
2018-02-07
2019-10-21
467 SHS INVESCO EXCH TRD SLFIDX FD TR BULSHS 202
P
2018-02-07
2019-10-21
465 SHS INVESCO EXCH TRD SLFIDX FD TR BULSHS 202
P
2016-02-10
2019-10-21
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
51,623
36,248
15,375
b
63,412
50,129
13,283
c
63,234
50,004
13,230
d
9,496
10,439
-943
e
3,163
2,943
220
11,231
13,181
-1,950
7,754
7,930
-176
1,526
1,497
29
4,375
4,235
140
3,386
2,952
434
2,492
2,192
300
3,220
2,928
292
2,617
2,196
421
12,792
14,221
-1,429
4,643
4,019
624
4,218
4,218
0
3,653
3,335
318
3,705
3,540
165
4,010
3,671
339
3,492
3,313
179
9,255
8,524
731
11,751
12,545
-794
4,031
3,452
579
4,255
3,642
613
2,133
1,869
264
1,498
1,267
231
2,429
2,248
181
5,524
4,060
1,464
1,965
2,190
-225
12,703
12,829
-126
4,751
4,772
-21
3,318
2,661
657
5,529
6,407
-878
15,679
16,624
-945
3,027
3,278
-251
2,270
2,292
-22
47,414
47,135
279
3,698
3,257
441
2,128
1,865
263
14,921
10,752
4,169
3,767
3,517
250
9,977
8,541
1,436
11,187
16,373
-5,186
9,972
10,708
-736
3,878
3,501
377
13,225
14,356
-1,131
2,983
3,131
-148
10,674
18,004
-7,330
4,480
4,998
-518
2,158
2,294
-136
10,663
11,194
-531
2,550
2,466
84
10,294
12,630
-2,336
3,571
3,525
46
4,228
3,625
603
2,478
1,913
565
5,952
5,965
-13
5,099
5,672
-573
5,712
6,303
-591
10,553
9,080
1,473
3,042
2,108
934
3,074
2,153
921
4,654
3,560
1,094
2,037
1,574
463
3,977
3,194
783
1,703
1,402
301
3,973
3,117
856
1,440
1,283
157
4,623
4,113
510
1,396
1,063
333
2,240
2,076
164
10,388
11,152
-764
3,372
3,909
-537
4,849
2,897
1,952
2,648
1,591
1,057
8,649
4,758
3,891
6,614
3,780
2,834
2,883
2,107
776
2,743
2,133
610
2,317
1,676
641
2,264
1,326
938
8,059
5,976
2,083
2,590
1,410
1,180
229
120
109
2,769
1,249
1,520
6,775
6,477
298
4,128
2,801
1,327
7,286
4,817
2,469
2,995
2,533
462
3,519
2,980
539
3,743
3,144
599
3,278
805
2,473
4,737
1,094
3,643
11,616
3,305
8,311
844
580
264
3,274
2,193
1,081
3,330
2,916
414
299
233
66
3,547
2,498
1,049
5,571
4,604
967
3,058
2,528
530
2,252
2,106
146
2,213
2,059
154
2,112
2,059
53
6,666
6,423
243
102
104
-2
2,501
2,073
428
1,785
1,627
158
3,007
2,576
431
2,839
2,319
520
2,536
1,577
959
5,977
4,684
1,293
146
122
24
5,407
3,051
2,356
3,743
2,014
1,729
2,013
1,449
564
8,326
6,237
2,089
653
511
142
2,106
1,575
531
2,948
2,257
691
389
358
31
2,597
2,676
-79
2,438
2,676
-238
8,831
9,564
-733
3,785
4,137
-352
4,058
3,421
637
121
92
29
2,975
2,204
771
34,980
34,857
123
14,980
14,685
295
9,998
9,595
403
9,979
9,595
384
9,970
9,494
476
223
223
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
15,375
b
13,283
c
13,230
d
-943
e
220
-1,950
-176
29
140
434
300
292
421
-1,429
624
0
318
165
339
179
731
-794
579
613
264
231
181
1,464
-225
-126
-21
657
-878
-945
-251
-22
279
441
263
4,169
250
1,436
-5,186
-736
377
-1,131
-148
-7,330
-518
-136
-531
84
-2,336
46
603
565
-13
-573
-591
1,473
934
921
1,094
463
783
301
856
157
510
333
164
-764
-537
1,952
1,057
3,891
2,834
776
610
641
938
2,083
1,180
109
1,520
298
1,327
2,469
462
539
599
2,473
3,643
8,311
264
1,081
414
66
1,049
967
530
146
154
53
243
-2
428
158
431
520
959
1,293
24
2,356
1,729
564
2,089
142
531
691
31
-79
-238
-733
-352
637
29
771
123
295
403
384
476
223
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
94,843
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
...................
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?
Yes
No
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))
2018
339,988
7,131,745
0.047672
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
2
Total
of line 1, column (d)
.....................
2
0.283194
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
0.056639
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
7,002,125
5
Multiply line 4 by line 3
......................
5
396,593
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
2,503
7
Add lines 5 and 6
........................
7
399,096
8
Enter qualifying distributions from Part XII, line 4
,.............
8
345,511
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
5,007
here
and 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
5,007
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
5,007
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
3,389
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
5,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
8,389
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
3,382
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
3,382
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
NJ
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
No
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
ROSS ANGLIM ANGELINI CO LLP
Telephone no.
(908) 561-1600
Located at
775 MOUNTAIN BLVD
WATCHUNG
NJ
ZIP+4
07069
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
,
FL
33316
VERONICA GOLDBERG
PRESIDENT, SECRETARY
0.00
0
0
0
20 POST KENNEL ROAD
FAR HILLS
,
NJ
07931
WENDY PEW
TRUSTEE
0.00
0
0
0
50 S 16TH STREET 5004
PHILADELPHIA
,
PA
19102
JODY SEIBERT
TRUSTEE
0.00
0
0
0
1113 WOODMONT ROAD
GLADWYNE
,
PA
19035
MICHAEL GOLDBERG
TRUSTEE
0.00
0
0
0
11 COVE ROAD
OLD GREENWICH
,
CT
06870
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
6,919,010
b
Average of monthly cash balances
.......................
1b
186,844
c
Fair market value of all other assets (see instructions)
................
1c
2,902
d
Total
(add lines 1a, b, and c)
.........................
1d
7,108,756
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
7,108,756
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
106,631
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
7,002,125
6
Minimum investment return.
Enter 5% of line 5
..................
6
350,106
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
350,106
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
5,007
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
5,007
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
345,099
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
345,099
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
345,099
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
345,511
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
345,511
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
345,511
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
345,099
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
219,195
b
From 2015
......
989
c
From 2016
......
30,570
d
From 2017
......
49,036
e
From 2018
......
f
Total
of lines 3a through e
........
299,790
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
345,511
a
Applied to 2018, 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 2019 distributable amount
.....
345,099
e
Remaining amount distributed out of corpus
412
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
300,202
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
219,195
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
81,007
10
Analysis of line 9:
a
Excess from 2015
....
989
b
Excess from 2016
....
30,570
c
Excess from 2017
....
49,036
d
Excess from 2018
....
e
Excess from 2019
....
412
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ASBURY PARK POP WARNER
141 ANELVE AVENUE
NEPTUNE
,
NJ
07753
N/A
PC
TO ASSIST YOUTH FOOTBALL LEAGUE COVER ITS COSTS FOR INSURANCE AND UNIFORMS
2,000
BOSTON COLLEGE
140 COMMONWEALTH AVENUE
CHESTNUT HILL
,
MA
02467
N/A
PC
ARTHUR M GOLDBERG MEMORIAL SCHOLARSHIP FUND
37,000
COLUMBIA BUSINESS SCHOOL
33 WEST 60TH STREET 7TH FLOOR
NEW YORK
,
NY
10023
N/A
PC
GENERAL SUPPORT FOR UNIVERSITY SCHOOL OF BUSINESS
5,000
DUKE UNIVERSITY
BOX 90581
DURHAM
,
NC
277080581
N/A
PC
TO SUPPORT THE TRINITY COLLEGE ANNUAL FUND
35,000
GEORGETOWN UNIVERSITY
DEPARTMENT NUMBER 0734
WASHINGTON
,
DC
200730734
N/A
PC
SUPPORT FOR THE PEW FAMILY ENDOWED SCHOLARSHIP FUND
15,000
MAKING HEADWAY FOUNDATION
115 KING ST
CHAPPAQUA
,
NY
10514
N/A
PC
GENERAL SUPPORT FOR THE CARE, COMFORT AND CURE OF CHILDREN WITH BRAIN AND SPINAL CORD TUMORS
27,500
MORRISTOWN MEDICAL CENTER
475 SOUTH STREET
MORRISTOWN
,
NJ
07960
N/A
PC
SUPPORT FOR EXPANSION OF THE GORYEB CHILDREN'S HOSPITAL
50,000
NEW JERSEY PERFORMING ARTS CENTER
ONE CENTER STREET
NEWARK
,
NJ
07102
N/A
PC
GENERAL SUPPORT FOR PROMOTION OF THE ARTS
10,000
PROJECT AKILAH INC
1120 2OTH STREET NW SUITE 500N
WASHINGTON
,
DC
20036
N/A
PC
SUPPORT FOR ORGANIZATION PROVIDING EDUCATION FOR YOUNG WOMEN IN EAST AFRICA
30,000
ST VINCENT ACADEMY
228 WEST MARKET STREET
NEWARK
,
NJ
071032715
N/A
PC
SUPPORT FOR TUITION AID AND SCHOLARSHIPS
10,000
THE AGNES IRWIN SCHOOL
275 S ITHAN AVENUE
ROSEMONT
,
PA
190101042
N/A
PC
GENERAL SUPPORT FOR THE ADVANCEMENT OF EDUCATION FOR GIRLS
2,500
THE AGNES IRWIN SCHOOL
275 S ITHAN AVENUE
ROSEMONT
,
PA
190101042
N/A
PC
SUPPORT FOR THE DARE TO DO MORE CAMPAIGN
50,000
THE PINGRY SCHOOL
131 MARTINSVILLE RD
BASKING RIDGE
,
NJ
07920
N/A
PC
GENERAL SUPPORT FOR THE LACROSSE PROGRAM
5,000
THE PINGRY SCHOOL
131 MARTINSVILLE RD
BASKING RIDGE
,
NJ
07920
N/A
PC
GENERAL SUPPORT FOR PRIVATE SCHOOL
2,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3551 TROUSDALE PARKWAY
LOS ANGELES
,
CA
90089
N/A
PC
GENERAL SUPPORT FOR THE UNIVERSITY
2,500
VILLANOVA UNIVERSITY SCHOOL OF LAW
299 NORTH SPRING MILL ROAD
VILLANOVA
,
PA
19085
N/A
PC
SUPPORT FOR LAW SCHOOL
24,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
PO BOX 1000 DEPT 495
MEMPHIS
,
TN
381019801
N/A
PC
TO SUPPORT THE HOSPITAL'S MISSION TO FIND CURES FOR CHILDREN WITH CANCER AND OTHER CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT.
1,000
FRESH AIR FUND
633 THIRD AVENUE 14TH FLOOR
NEW YORK
,
NY
10017
N/A
PC
TO SUPPORT THE MISSION OF PROVIDING FREE SUMMER VACATIONS IN THE COUNTRY TO NEW YORK CITY CHILDREN FROM DISADVANTAGED COMMUNITIES.
900
RUTGERS AFRICAN-AMERICAN ALUMNI ALLIANCE INC
PO BOX 422
PISCATAWAY
,
NJ
08855
N/A
PC
TO SUPPORT THE MISSION TO FOSTER AND ENHANCE UNITY AMONGST ALUMNI, STUDENTS, FACULTY AND STAFF OF AFRICAN ANCESTRY THROUGH PROGRAMMING AND ACTIVE PARTICIPATION IN THE LIVES OF RUTGERS UNIVERSITY STUDENTS.
500
BOSTON COLLEGE
140 COMMONWEALTH AVENUE
CHESTNUT HILL
,
MA
02467
N/A
PC
GENERAL SCHOLARSHIP FUND
15,000
VILLANOVA UNIVERSITY SCHOOL OF LAW
299 NORTH SPRING MILL ROAD
VILLANOVA
,
PA
19085
N/A
PC
ARTHUR AND VERONICA GOLDBERG FUND
4,500
Total
.................................
3a
329,900
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
449
4
Dividends and interest from securities
....
14
199,082
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
94,843
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
294,374
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
294,374
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description