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 12-01-2018 , and ending 11-30-2019
Name of foundation
THE GRINBERG FAMILY FOUNDATION
C/O BAKER TILLY VIRCHOW KRAUSE LLP
Number and street (or P.O. box number if mail is not delivered to street address)ONE PENN PLAZA NO 3000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10018
A Employer identification number

52-1233811
B Telephone number (see instructions)

(212) 697-6900
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$2,975,661J 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... 103,097 103,094  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 63,948
b Gross sales price for all assets on line 6a 1,100,882
7 Capital gain net income (from Part IV, line 2)... 63,948
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)....... Click to see attachment 3,770 3,770  
12 Total. Add lines 1 through 11........ 170,815 170,812  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,270 5,848   422
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,270 5,848   422
25 Contributions, gifts, grants paid....... 184,306 184,306
26 Total expenses and disbursements. Add lines 24 and 25 209,576 5,848   184,728
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -38,761
b Net investment income (if negative, enter -0-) 164,964
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 127,940 8,073 8,073
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment165,300 165,234
b Investments—corporate stock (attach schedule)....... 1,701,862 Click to see attachment2,194,709 2,604,275
c Investments—corporate bonds (attach schedule)....... 636,903 Click to see attachment146,973 146,951
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 139,273 Click to see attachment50,978 51,128
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,605,978 2,566,033 2,975,661
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,605,978 2,566,033
30 Total net assets or fund balances (see instructions)..... 2,605,978 2,566,033
31 Total liabilities and net assets/fund balances (see instructions). 2,605,978 2,566,033
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
2,605,978
2
Enter amount from Part I, line 27a .....................
2
-38,761
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,567,217
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,184
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,566,033
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 2000 SHS AMERICAN INTL GROUP P 2018-07-02 2019-05-09
b BROOKFIELD ASSET MGMT P 2019-10-03 2019-10-10
c 1188 SHS FPA FLEXIBLE FIXED INCOME P 2019-05-08 2019-07-25
d 50 SHS QUALCOMM INC P 2018-07-02 2019-05-09
e 45000 SHS SCHWAB GOVERNMENT MONEY FUND P 2018-06-14 2019-04-03
5 SHS WABTEC P 2019-02-26 2019-05-09
125 SHS WPP PLC P 2018-07-02 2019-05-09
3000 SHS SHIRE ACQ INV IRE 2.40% P 2019-10-21 2019-10-25
5000 SHS UNITED TECHNOLOGIES 3.35% P 2019-10-21 2019-10-25
3000 SHS BP CAP MARKETS PL 2.31% P 2019-10-21 2019-10-25
154 SHS BROOKFIELD ASSET MGMT P 2019-10-03 2019-10-17
1000 SHS CENTURYLINK INC SHS P 2019-05-07 2019-10-17
100 SHS CVS HEALTH CORP P 2019-05-07 2019-10-17
1 SHS DISNEY (WALT) CO COM STK P 2019-10-17 2019-10-29
500 SHS GENERAL ELECTRIC P 2019-05-07 2019-10-17
1 SHS HONEYWELL INTL INC DEL P 2019-10-17 2019-10-29
250 SHS SPDR S&P GLOBAL NATURAL P 2019-05-07 2019-10-17
2 SHS INGERSOLL-RAND PLC P 2019-10-17 2019-10-29
1 SHS LOCKHEED MARTIN CORP P 2019-10-17 2019-10-29
6 SHS MGIC INVT CORP WIS P 2019-10-17 2019-10-28
2 SHS PEPSICO INC P 2019-10-17 2019-10-29
7 SHS RPT RLTY SH BEN INT P 2019-10-17 2019-10-29
52 SHS RELX PLC P 2019-10-17 2019-10-22
2 SHS SELECTIVE INS GRP INC P 2019-10-17 2019-10-28
2 SHS WEC ENERGY GROUP INC SHS P 2019-10-17 2019-10-29
167 SHS AMERICAN EURO PACIFIC P 2018-12-06 2019-10-17
7000 SHS COMCAST CORP 3.30%OCT01 20 P 2019-10-21 2019-11-13
3000 SHS WALGREENS BOOTS A 3.30% 21 P 2019-10-21 2019-11-12
1 SHS ANIXTER INTL INC P 2019-10-17 2019-10-30
2 SHS AMEREN CORP P 2019-10-17 2019-11-26
1 APPLE INC P 2019-10-17 2019-11-12
2 SHS BROOKS AUTOMATION INC P 2019-10-17 2019-11-05
3 SHS CMS ENERGY CORP P 2019-10-17 2019-11-26
4 SHS CONTINENTAL BUILDING P 2019-10-17 2019-11-13
3 SHS DOW INC REG P 2019-10-17 2019-11-12
2 SHS EXXON MOBIL CORP P 2019-10-17 2019-11-12
2 SHS ESSENT GROUP LTD P 2019-10-17 2019-11-05
2 SHS EVERSOURCE ENERGY P 2019-10-17 2019-11-26
10 SHS HOPE BANCORP INC SHS P 2019-10-17 2019-11-08
1 SHS INTERXION HOLDING N.V P 2019-10-17 2019-10-30
1 SHS KLA CORP P 2019-10-17 2019-11-26
1 SHS MEDICINES CO P 2019-10-17 2019-11-19
2 SHS MARSH & MCLENNAN COS INC P 2019-10-17 2019-11-26
6 SHS MICROSOFT CORP P 2019-10-17 2019-11-12
3 SHS PUBLIC STORAGE $0.10 P 2019-10-17 2019-11-26
3 SHS PHILIP MORRIS INTL INC P 2019-10-17 2019-11-12
23 SHS PFIZER INC P 2019-10-17 2019-11-13
4 SHS WRIGHT MEDICAL GROUP NV P 2019-10-17 2019-11-04
2 SHS VALERO ENERGY CORP NEW P 2019-10-17 2019-11-12
344.053 SHS COLUMBIA ACORN INTL FUND P 2011-04-29 2018-12-07
241.90 SHS DFA EMERGING MARKETS P 2011-04-29 2019-05-08
1544.78 SHS DFA EMERGING MARKETS P 2011-04-29 2019-07-25
1530.34 SHS DFA INTERNATIONAL LARGE CAP GRWTH P 2014-03-24 2019-07-25
313.61 SHS DFA US LARGE CAP VALUE P 2011-04-29 2019-07-25
2561.475 SHS DOUBLELINE FLEXIBLE INCM P 2018-06-29 2019-07-25
1326.26 SHS EVERMORE GLOBAL P 2018-06-29 2019-07-25
1230.99 SHS FIDELITY GLOBAL P 2013-12-23 2019-05-08
3468.64 SHS GOLDMAN SACHS MLP ENERGY P 2016-09-15 2019-07-25
200 SHS KKR & CO INC. P 2014-10-21 2019-02-25
1479.93 SHS MATTHEWS EMRG ASIA FD P 2013-08-16 2019-07-30
129.48 SHS OAKMARK INTL FD CLASS P 2014-03-24 2019-05-08
500 SHS OAKTREE CAPITAL GROUP LLC P 2018-06-28 2019-10-02
1870.91 SHS PIMCO CREDIT ABSOLUTE P 2013-03-22 2019-07-25
2492.52 SHS PIMCO PFD AND CAPITAL P 2018-06-29 2019-07-25
400 SHS SPDR S&P OIL & GAS EQUIP P 2017-05-30 2018-12-10
550 SHS SPDR S&P OIL & GAS EXPL P 2015-05-29 2019-02-25
261 SHS AT&T INC P 2018-06-28 2019-10-17
350 SHS BLACKSTONE GROUP INC P 2014-10-21 2019-10-17
250 SHS BLACKSTONE GROUP INC P 2018-06-28 2019-10-17
167 SHS COMCAST CORP NEW CL A P 2018-06-28 2019-10-17
500 SHS CENTURYLINK INC SHS P 2018-06-28 2019-10-17
150 SHS CVS HEALTH CORP P 2018-06-28 2019-10-17
350 SHS CARLYLE GROUP LP P 2014-10-21 2019-10-17
450 SHS CARLYLE GROUP LP P 2015-09-29 2019-10-17
700 SHS CARLYLE GROUP LP P 2015-12-31 2019-10-17
100 SHS VANGUARD EXTD MKT ETF P 2013-08-16 2019-10-17
100 SHS VANGUARD MID-CAP ETF P 2018-06-28 2019-10-17
800 SHS GENERAL ELECTRIC P 2018-06-28 2019-10-17
200 SHS GENERAL ELECTRIC P 2018-08-31 2019-10-17
138 SHS GILEAD SCIENCES INC COM P 2018-06-28 2019-10-17
15 SHS JOHNSON AND JOHNSON COM P 2018-06-28 2019-10-17
300 SHS KKR & CO INC P 2014-10-21 2019-10-17
400 SHS KKR & CO INC P 2015-09-29 2019-10-17
600 SHS KKR & CO INC P 2015-12-31 2019-10-17
99 SHS PROCTER & GAMBLE CO P 2018-06-28 2019-10-17
100 SHS QUALCOMM INC P 2018-06-28 2019-10-17
175.79 SHS THE OAKMARK FUND INV CL P 2018-06-28 2019-10-17
68.72 SHS OAKMARK INTL FD CL P 2014-03-24 2019-10-17
239 SHS OAKMARK INTL FD CL P 2015-09-29 2019-10-17
141 SHS OAKMARK INTL FD CL P 2015-12-31 2019-10-17
383 SHS OAKMARK INTL FD CL P 2018-06-28 2019-10-17
193 SHS OAKMARK INTL FD CL P 2018-08-31 2019-10-17
437.56 SHS FIRST EAGLE OVERSEAS P 2012-06-29 2019-10-17
212 SHS FIRST EAGLE OVERSEAS P 2013-08-16 2019-10-17
350.08 SHS DODGE & COX P 2014-03-24 2019-10-17
235 SHS DODGE & COX P 2018-06-28 2019-10-17
306.19 SHS FIDELITY ADVISOR NEW P 2011-04-29 2019-10-17
348.80 SHS PARNASSUS CORE EQUITY P 2011-04-29 2019-10-17
287.47 SHS PARAMETRIC TAX MANAGED P 2014-06-02 2019-10-17
155 SHS PARAMETRIC TAX MANAGED P 2015-09-29 2019-10-17
1289.77 SHS PIMCO DIVERSIFIED INCOME P 2011-04-29 2019-10-17
1015.13 SHS PIMCO SHORT TERM FD P 2017-09-29 2019-10-17
2532 SHS PIMCO DIVERSIFIED INCOME P 2018-06-28 2019-10-17
351.53 SHS PRIMECAP ODYSSEY GROWTH P 2011-04-29 2019-10-17
807.32 SHS BNY MELLON INTL P 2018-06-28 2019-10-17
2085.07 SHS PIMCO INCOME FUND P 2018-06-28 2019-10-17
1359.84 SHS FIRST EAGLE HIGH YIELD P 2016-03-02 2019-10-17
2688.17 SHS AB HIGH INCOME P 2011-04-29 2019-10-17
2561.48 SHS BLACKROCK STRATEGIC P 2018-06-28 2019-10-17
2340.82 SHS BLACKROCK MULTI ASSET P 2016-09-14 2019-10-17
2238.14 SHS PIMCO DYNAMIC BOND FUND P 2011-04-29 2019-10-17
284.74 SHS AMERICAN EURO PACIFIC P 2018-06-28 2019-10-17
1664.06 SHS JP MORGAN STRATEGIC P 2011-04-29 2019-10-17
843 SHS JP MORGAN STRATEGIC P 2013-08-16 2019-10-17
414.84 SHS LOOMIS SAYLES BOND FD P 2011-04-29 2019-10-17
1005 SHS LOOMIS SAYLES BOND FD P 2013-08-16 2019-10-17
46.19 SHS DODGE & COX STOCK P 2011-04-29 2019-10-17
46.19 SHS DODGE & COX STOCK P 2018-06-28 2019-10-17
2505.01 SHS FPA NEW INCOME INC P 2018-06-28 2019-10-17
3 SHS COMCAST CORP NEW CL A P 2018-06-28 2019-11-26
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 20,395   21,156 -761
b 17   17 0
c 12,045   12,000 45
d 4,328   2,803 1,525
e 45,000   45,000 0
360   419 -59
7,799   9,878 -2,079
3,014   3,015 -1
5,121   5,126 -5
3,003   3,005 -2
8,230   8,144 86
11,991   11,362 629
6,638   5,574 1,064
130   133 -3
4,532   5,149 -617
173   169 4
10,716   11,180 -464
256   234 22
371   378 -7
84   81 3
273   274 -1
99   97 2
1,193   1,201 -8
144   150 -6
185   186 -1
8,806   8,521 285
7,095   7,089 6
3,040   3,067 -27
82   69 13
148   152 -4
262   235 27
89   79 10
184   191 -7
144   115 29
164   143 21
138   136 2
104   100 4
165   170 -5
146   140 6
87   88 -1
162   161 1
70   56 14
216   197 19
882   837 45
634   725 -91
252   241 11
846   841 5
115   83 32
200   180 20
13,501   15,076 -1,575
4,975   4,953 22
32,323   31,630 693
20,007   18,050 1,957
11,669   7,067 4,602
25,001   25,025 -24
18,277   20,025 -1,748
14,722   17,025 -2,303
23,701   25,050 -1,349
4,704   3,548 1,156
18,248   15,997 2,251
3,000   3,198 -198
17,480   19,948 -2,468
18,740   20,025 -1,285
25,972   25,025 947
4,348   7,021 -2,673
16,828   21,659 -4,831
9,872   8,410 1,462
16,738   10,376 6,362
11,956   7,411 4,545
7,651   5,458 2,193
5,995   9,378 -3,383
9,957   9,861 96
9,440   6,655 2,785
12,137   8,556 3,581
18,880   13,310 5,570
11,714   7,375 4,339
16,795   15,761 1,034
7,252   11,105 -3,853
1,813   2,576 -763
9,003   9,701 -698
2,029   1,835 194
8,206   5,322 2,884
10,941   7,096 3,845
16,412   10,645 5,767
11,568   7,729 3,839
7,882   5,606 2,276
13,810   15,000 -1,190
1,629   1,698 -69
5,667   5,904 -237
3,343   3,483 -140
9,081   9,461 -380
4,576   4,767 -191
10,676   9,920 756
5,173   4,806 367
14,665   14,989 -324
9,844   10,061 -217
9,951   6,636 3,315
16,805   10,025 6,780
13,534   13,823 -289
7,297   7,453 -156
14,368   15,025 -657
9,918   721 9,197
24,738   25,019 -281
13,436   6,076 7,360
16,268   15,025 1,243
24,958   25,025 -67
11,926   10,693 1,233
22,043   25,025 -2,982
25,384   25,025 359
25,328   25,025 303
23,948   25,025 -1,077
15,014   14,529 485
19,087   19,946 -859
9,669   10,104 -435
5,679   6,214 -535
13,758   15,055 -1,297
8,621   7,481 1,140
9,145   7,937 1,208
25,075   25,025 50
130   98 32
6,473     6,473
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       -761
b       0
c       45
d       1,525
e       0
      -59
      -2,079
      -1
      -5
      -2
      86
      629
      1,064
      -3
      -617
      4
      -464
      22
      -7
      3
      -1
      2
      -8
      -6
      -1
      285
      6
      -27
      13
      -4
      27
      10
      -7
      29
      21
      2
      4
      -5
      6
      -1
      1
      14
      19
      45
      -91
      11
      5
      32
      20
      -1,575
      22
      693
      1,957
      4,602
      -24
      -1,748
      -2,303
      -1,349
      1,156
      2,251
      -198
      -2,468
      -1,285
      947
      -2,673
      -4,831
      1,462
      6,362
      4,545
      2,193
      -3,383
      96
      2,785
      3,581
      5,570
      4,339
      1,034
      -3,853
      -763
      -698
      194
      2,884
      3,845
      5,767
      3,839
      2,276
      -1,190
      -69
      -237
      -140
      -380
      -191
      756
      367
      -324
      -217
      3,315
      6,780
      -289
      -156
      -657
      9,197
      -281
      7,360
      1,243
      -67
      1,233
      -2,982
      359
      303
      -1,077
      485
      -859
      -435
      -535
      -1,297
      1,140
      1,208
      50
      32
      6,473
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 63,948
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 186,145 4,971,214 0.037445
2016 174,633 3,484,061 0.050123
2015 132,268 3,357,107 0.039399
2014 150,205 3,698,614 0.040611
2013 233,192 3,930,457 0.059329
2
Total of line 1, column (d) .....................
2
0.226907
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
0.045381
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,839,784
5
Multiply line 4 by line 3......................
5
174,253
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,650
7
Add lines 5 and 6........................
7
175,903
8
Enter qualifying distributions from Part XII, line 4,.............
8
184,728
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 1,650
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 1,650
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 1,650
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 10,134
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,134
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 8,484
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet8,484 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBAKER TILLY VIRCHOW KRAUSE LLP Telephone no.bullet (212) 697-6900

    Located atbulletONE PENN PLAZA SUITE 3000NEW YORKNY ZIP+4bullet10119
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MIRIAM GRINBERG PHALEN PRESIDENT
    0.00     		0 0 0
    211 CENTRAL PARK WEST APT 9H
    NEW YORK,NY10024
    EFRAIM GRINBERG TREASURER
    0.00     		0 0 0
    101 CENTRAL PARK WEST APT 16F
    NEW YORK,NY10023
    ALEXANDER GRINBERG SECRETARY
    0.00     		0 0 0
    C/O BAKER TILLY ONE PENN PLAZA-SUIT
    3000
    NEW YORK,NY10119
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,718,813
    b
    Average of monthly cash balances.......................
    1b
    105,997
    c
    Fair market value of all other assets (see instructions)................
    1c
    73,448
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,898,258
    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
    3,898,258
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    58,474
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,839,784
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    191,989
    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
    191,989
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,650
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,650
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    190,339
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    190,339
    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
    190,339
    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
    184,728
    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
    184,728
    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
    1,650
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    183,078
    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 7 190,339
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 1,135
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 184,728
    a Applied to 2017, but not more than line 2a 1,135
    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..... 183,593
    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 ..........     		6,746
    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....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    MIRIAM GRINBERG PHALEN
    EFRAIM GRINBERG
    ALEXANDER GRINBERG
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BIKE HSS
    PO BOX 21041
    NEW YORK,NY10087     		NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    CHILD FUND INTERNATIONAL
    2821 EMERYWOOD PARKWAY
    RICHMOND,VA23294     		NONE 501(C)(3) CHARITABLE PURPOSE 1,080
    ETHICAL CULTURE FIELDSTON SCHOOL
    2281 EMERYWOOD PARKWAY
    RICHMOND,VA23294     		NONE 501(C)(3) CHARITABLE PURPOSE 40,000
    GLOBAL LYME ALLIANCE
    1290 E MAIN STREET 3RD FLOOR
    SAMFORD,CT06902     		NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    LAWYERS FOR CHILDREN
    110 LAFAYETTE ST 8TH FLOOR
    NEW YORK,NY10013     		NONE 501(C)(3) CHARITABLE PURPOSE 2,000
    LYMPHOMA RESEARCH FOUNDATION
    115 BROADWAY SUITE 1301
    NEW YORK,NY10006     		NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    MONTEFIORE MEDICAL CENTER
    111 E 210TH ST
    NEW YORK,NY10467     		NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    PARK AVENUE SYNAGOGUE
    50 EAST 87TH STREET
    NEW YORK,NY10128     		NONE 501(C)(3) CHARITABLE PURPOSE 93,726
    THE JEWISH MUSEUM
    1109 5TH AVE
    NEW YORK,NY10128     		NONE 501(C)(3) CHARITABLE PURPOSE 2,500
    WIN NYC
    115 WEST 31ST STREET 7TH FL
    NEW YORK,NY10001     		NONE 501(C)(3) CHARITABLE PURPOSE 15,000
    Total .................................bullet 3a 184,306
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14    
    4 Dividends and interest from securities....     14 103,097  
    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.....     14 3,770  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 63,948  
    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).. 0 170,815 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    170,815
    (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 InvestmentsCorpBondsSchedule
    Name:
    THE GRINBERG FAMILY FOUNDATION
     
    C/O BAKER TILLY VIRCHOW KRAUSE LLP
    EIN:
    52-1233811
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC - 2.50% 4,010 4,007
    ABBVIE INC - 2.85% 3,053 3,056
    AMERICAN EXPRESS CO - 2.2% 6,016 6,013
    BAT CAPITAL CORP - 3.22% 3,038 3,054
    BP CAPITAL MARKETS PLC - 2.315% 6,012 6,007
    CITIGROUP INC. - 2.45% 4,002 4,000
    CVS HEALTH CORP - 3.70% 6,238 6,248
    DOWDUPONT INC. - 4.205% 6,421 6,412
    FISERV INC 2.75% 4,076 4,063
    GENERAL DYNAMICS CORP - 3.00% 3,052 3,049
    GENERAL MOTORS FINL CO - 3.55% 3,046 3,048
    GILEAD SCIENCES INC. - 2.55% 4,018 4,018
    GOLDMAN SACHS GROUP INC. - 3.625% 6,245 6,257
    HSBC HOLDINGS PLC - 4.0% 5,212 5,214
    JPMORGAN CHASE & CO. - VAR% 7,162 7,158
    MCDONALD'S CORP - 2.750% 3,025 3,024
    MORGAN STANLEY - 2.75% 8,108 8,112
    NORTHROP GRUMMAN CORP - 2.080% 6,011 6,007
    ORACLE CORP - 3.40% 4,216 4,225
    QUALCOMM INC - 3.0% 5,126 5,119
    ROYAL BANK OF CANADA - 2.50% 6,039 6,034
    ROYAL BANK OF CANADA - 3.20% 4,072 4,070
    SHIRE ACQ INV IRELAND DA - 2.40% 3,016 3,014
    TOYOTA MOTOR CREDIT CORP - 1.90% 7,007 7,007
    US BANCORP - 3.375% 4,202 4,203
    USD ACTAVIS FUNDING - 3.00% 5,011 5,008
    USD ACTAVIS FUNDING - 3.45% 3,070 3,065
    VERIZON COMMUNICATIONS - 5.150% 4,455 4,450
    WAL-MART STORES INC. - 1.90% 6,011 6,008
    WELLS FARGO & COMPANY - 2.125% 6,003 6,001

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE GRINBERG FAMILY FOUNDATION
     
    C/O BAKER TILLY VIRCHOW KRAUSE LLP
    EIN:
    52-1233811
    Name of Stock End of Year Book Value End of Year Fair Market Value
    100,191 SHS MOVADO GROUP STOCK 1,586,524 1,976,267
    3M COMPANY 1,477 1,528
    ABBOTT LABS 3,957 4,102
    ABM INDUSTRIES INC 443 456
    ACCENTURE PLC SHS 1,672 1,810
    ADIDAS AG SPONSORED ADR 4,565 4,525
    AFFILIATED MGRS GRP - 5.875% 265 263
    AGIOS PHARMACEUTICALS 237 272
    AIA GROUP LTD 5,423 5,603
    AIR LIQUIDE 1,796 1,814
    AIR PRODUCTS&CHEM 4,293 4,727
    AKZO NOBEL N V 5,608 5,755
    ALABAMA POWER CO - 5.00% 266 260
    ALGONQUIN PWR & UTIL - 6.20% 281 276
    ALGONQUIN PWR & UTIL - 6.875% 254 247
    ALLSTATE CORP 1,951 2,004
    ALLSTATE CORP - 4.750% 248 251
    AMADEUS IT GROUP SA 4,535 4,854
    AMBEV SA SHS 694 648
    AMEREN CORP 1,139 1,115
    AMERICAN ASSETS TR INC 333 333
    AMERICAN EAGLE OUTFITTERS 416 404
    AMERICAN EQUITY INVT 433 535
    AMERICAN FNCL GRP - 5.875% 271 269
    AMERICAN INTL GROUP - 5.25% 273 264
    AMGEN INC COM 1,630 1,878
    AMN ELEC POWER CO 1,492 1,462
    ANIXTER INTL INC 207 258
    APPLE INC 3,523 4,009
    APPLIED INDUSTRL TECH 445 511
    ARCH CAPITAL GROUP LTD (5.25%) 793 777
    ARCH CAPITAL GROUP LTD (5.45%) 524 511
    ARMADA HOFFLER PPTYS INC 328 325
    ASGN INC 428 469
    AT&T 1,257 1,458
    AT&T INC (5.350%) 816 781
    AT&T INC (5.625%) 274 266
    ATN INTERNATIONAL INC 287 281
    AUTOMATIC DATA PROC 5,088 5,294
    AXA EQUITABLE HOLDINGS - 5.25% 249 250
    AXIS CAPITAL HLDGS LTD - 5.50% 280 276
    BALCHEM CORP 306 299
    BANK OF NEW YORK MELLON - 5.20% 1,167 1,155
    BARCLAYS PLC 3,551 3,735
    BARNES GROUP INC 315 355
    BAXTER INTERNTL INC 1,319 1,230
    BAYER AG 4,250 4,380
    BB&T CORP 7,376 7,661
    BB&T CORP (5.20%) 1,370 1,336
    BB&T CORP (5.625%) 322 314
    BELDEN INC 372 376
    BLACKBAUD INC 270 249
    BLACKROCK INC 4,965 5,444
    BNP PARIBAS SPONSORD ADR 4,954 5,297
    BOISE CASCADE CO DEL 506 569
    BP PLC 6,145 6,099
    BRAMBLES LTD SHS 4,179 4,475
    BRIGHTVIEW HLDGS INC 266 241
    BRISTOL-MYERS SQUIBB CO 1,949 2,107
    BRITISH AMN TOBACO SPADR 2,584 2,931
    BROADCOM LTD 4,043 4,427
    BROOKS AUTOMATION INC 476 537
    BRYN MAWR BK CORP 144 157
    CAPITAL ONE FINANCIAL CO. (5.00%) 1,002 994
    CAPITAL ONE FINANCIAL CO. (6.20%) 549 542
    CAPITAL ONE FINANCIAL CO. (6.25%) 509 500
    CAPITAL ONE FINANCIAL CO. (6.70%) 483 475
    CARRIZO OIL & GAS INC 144 115
    CASELLA WASTE SYS INC 429 467
    CENTERSTATE BANK CORP 533 559
    CHARLES SCHWAB CORP - 5.95% 161 156
    CHARLES SCHWAB CORP - 6.00% 1,456 1,395
    CHEESECAKE FACTORY INC 460 523
    CHEGG INC 229 271
    CHEVRON CORP 6,920 7,028
    CHUBB LTD 2,761 2,727
    CHUYS HLDGS INC 189 231
    CISCO SYSTEMS INC 9,865 9,515
    CITIGROUP INC (6.875%) 1,713 1,681
    CITIGROUP INC (7.125%) 1,008 1,002
    CITIZENS FINANCIAL GRP INC. - 5.0% SER E 502 501
    CITY HOLDING CO CHARLSTN 306 318
    CLP HOLDINGS LTD SP ADR 4,862 4,865
    CME GROUP INC 2,121 2,027
    CMS ENERGY CORP 1,021 981
    CMS ENERGY CORP - 5.625% 541 520
    CMS ENERGY CORP - 5.875% 281 265
    COCA COLA COM 1,186 1,175
    COEUR MINING INC 168 230
    COLUMBUS MCKINNON CP 496 575
    COMCAST 4,249 5,740
    CONMED CORP 486 556
    CONOCOPHILLIPS 1,800 1,978
    CONTINENTAL BUILDING 458 589
    COUSINS PROPERTIES INC 301 324
    CROWN CASTLE REIT INC 5,029 4,812
    CRYOLIFE INC 336 346
    CUMMINS INC 1,006 1,097
    DAIKIN INDUSTRIES LTD 6,014 6,456
    DANONE-SPONS ADR 3,298 3,087
    DARDEN RESTAURANTS INC 876 948
    DEERE CO 1,040 1,008
    DIGITAL RLTY TR INC 1,418 1,330
    DISNEY CO 1,725 1,971
    DOMINION ENERGY INC 826 831
    DOMINION ENERGY INC (5.25%) 1,087 1,044
    DOW INC REG 860 961
    DTE ENERGY CO (5.25%) 279 258
    DTE ENERGY COMPANY (5.375%) 263 255
    DTE ENERGY COMPANY (6.0%) 197 186
    DUKE ENERGY CORP (5.625%) 275 267
    DUKE ENERGY CORP (5.75%) 281 270
    EASTGROUP PROPERTIES INC 638 681
    ELI LILLY & CO 3,729 3,990
    ENBRIDGE INC (SUB NOTES) 528 512
    ENBRIDGE INC COM 2,468 2,622
    ENI S P A SPONSORED ADR 2,775 2,735
    ENTERGY ARKANSAS LLC - 4.875% 531 510
    ENTERGY LOUISIANA LLC (4.700%) 179 179
    ENTERGY LOUISIANA LLC (4.875%) 421 408
    ENTERGY MISSISSIPPI LLC - 4.9% 539 523
    ENTERGY NEW ORLEANS LLC 157 156
    ERICSSON AMERICAN 2,529 2,522
    ESCO TECHNOLOGIES 492 528
    ESSENT GROUP LTD 551 601
    EVERSOURCE ENERGY COM 1,699 1,653
    EXLSERVICE HLDGS INC 660 698
    EXXON MOBIL CORP 3,479 3,475
    FEDERAL SIGNAL CORP 700 692
    FIFTH THIRD BANCORP (4.950%) 510 514
    FIRST BANCORP N C COM 255 274
    FIRST FINANCIAL BANCORP 485 486
    FIRST INDL REALTY TR INC 682 724
    FIRST INTST BANCSYSTEM 377 379
    FIRST REPUBLIC BANK (5.125%) 261 260
    FIRST REPUBLIC BANK (5.500%) 270 265
    FIVE BELOW INC 399 371
    GATX CORP - 5.625% 466 446
    GEA GROUP AG ADR 3,345 3,566
    GENERAL MOTORS CO 617 612
    GENL DYNAMICS CORP COM 1,948 1,999
    GEORGIA POWER CO - 5.00% 381 354
    GILEAD SCIENCES INC 844 807
    GLOBE LIFE INC 161 161
    GOLDMAN SACHS GROUP (5.50%) 2,270 2,158
    GOLDMAN SACHS GROUP INC (6.300%) 512 498
    GOLDMAN SACHS GRP INC (6.375%) 1,065 1,022
    GRANITE CONST INC DEL 314 232
    GREAT WESTN BANCORP INC 542 550
    HAMILTON LANE INC REG SH 291 290
    HARTFORD FINL SVCS GRP 725 709
    HDFC BANK LTD 5,479 5,866
    HERSHEY COMPANY 919 889
    HITACHI LTD 10 NEW ADR 4,180 4,250
    HOME DEPOT INC 9,232 8,600
    HONEYWELL INTL INC DEL 7,755 8,204
    HUB GROUP INC CL A 340 357
    II-VI INC 452 409
    ILLINOIS TOOL WORKS INC 2,198 2,441
    INDEPENDENT BK CORP MASS 379 421
    INDEPENDENT BK GROUP INC 466 519
    INGERSOLL-RAND PLC 1,639 1,836
    INTEGRYS ENERGY GRP INC. - 6.0% 771 764
    INTEL CORP 2,952 3,309
    INTERCEPT PHARMACUETICAL 258 433
    INTERXION HOLDING 438 425
    INTESA SANPAOLO SPON ADR 4,779 4,870
    INTL BUSINESS MACHINES 2,949 2,958
    J&J SNACK FOODS CRP 586 555
    J2 GLOBAL INC 673 679
    JACK IN THE BOX INC. 519 476
    JOHNSON & JOHNSON 7,950 8,937
    JP MORGAN CHASE & CO. 12,545 13,703
    JP MORGAN CHASE & CO. (5.75%) 277 268
    JP MORGAN CHASE & CO. (6.00%) 255 249
    JP MORGAN CHASE & CO. (6.10%) 182 179
    JP MORGAN CHASE & CO. (6.125%) 1,003 985
    JPMORGAN CHASE & CO. - 4.75% 248 252
    KADANT INC 436 487
    KAISER ALUM CORP 492 548
    KBC GROUPE SA SHS 2,988 3,177
    KDDI CORP SHS 4,298 4,502
    KEMPER CORP DEL 148 148
    KEYCORP (5.625%) 272 259
    KEYCORP FXD-FLTG RATE (6.125%) 1,126 1,089
    KIMBERLY CLARK 1,620 1,636
    KIMCO REALTY CORP (5.125%) 261 253
    KIMCO REALTY CORP (5.25%) 263 257
    KITE REALTY GROUP TR SHS 399 464
    KLA CORP 1,935 1,966
    KUBOTA CORP 5,691 5,639
    LAM RESEARCH CORP 1,884 2,135
    LENDINGTREE INC 319 361
    LIGAND PHARMACEUTICALS 537 565
    LOCKHEED MARTIN CORP 8,698 8,994
    LOREAL CO 3,054 3,195
    LVMH MOET HENNESSY 2,600 2,769
    LYONDELLBASELL INDUSTRIE 1,731 1,851
    M&T BANK CORP 1,065 1,153
    MACK CALI REALTY CORP 306 299
    MALIBU BOATS INC SHS 321 395
    MARSH & MCLENNAN COS INC 5,312 5,836
    MASTEC INC 472 464
    MAXIM INTEGRATED PRODS 1,450 1,417
    MAXLINEAR INC. CL A 490 457
    MCDONALDS CORP 6,846 6,418
    MEDICINES CO DEL COM 394 589
    MEDTRONIC PLC SHS 5,225 5,347
    MELLANOX TECHNOLOGIES 2,448 2,528
    MERCK AND CO INC SHS 4,451 4,621
    MERIT MEDICAL SYS INC 427 392
    MGIC INVT CORP WIS 403 432
    MICROSOFT CORP 10,749 11,656
    MIMECAST LTD SHS 232 266
    MINERALS TECHNOLOGIES 471 486
    MITSUBISHI UFJ FINL GRP 4,167 4,386
    MOBILE MINI INC 264 266
    MODELEZ INTERNATIONAL 4,970 4,781
    MORGAN STANLEY - 7.125% - SER E 1,406 1,397
    MORGAN STANLEY - FLT % - SER A 378 379
    MORGAN STANLEY - VAR % - SER I 254 251
    MORGAN STANLEY - VAR% - OLD MONEY 1,078 1,087
    MORGAN STANLEY - 4.875% 250 249
    MORGAN STANLEY - 6.625% - SER G 715 709
    MORGAN STANLEY - 6.875% - SER F 713 718
    MYR GROUP INC 340 378
    NATERA ENERGY INC 538 511
    NATIONAL RETAIL PROP INC - 5.20% 548 530
    NATIONAL RURAL UTIL COOP - 5.50% 281 265
    NEENAH INC. 492 582
    NESTLE S A REP RG SH 7,464 7,380
    NETGEAR INC. 254 201
    NEXSTAR MEDIA GROUP 198 215
    NEXTERA ENERGY CAP - 5.50% 1,612 1,538
    NEXTERA ENERGY CAP HLDGS - 5.00% 534 526
    NEXTERA ENERGY CAP HLDGS - 5.25% 545 512
    NEXTERA ENERGY CAPITAL - 5.125% 406 401
    NEXTERA ENERGY SHS 8,099 8,184
    NORTHERN TRUST CORP 845 858
    NORTHERN TRUST CORP - 4.70% 251 257
    NORTHWESTERN CORP 820 787
    NOVO NORDISK AS ADR 7,064 7,524
    NUVASIVE INC. 458 505
    NY COMMUNITY BANCORP INC - 6.375% 261 243
    OLD NATL BANCORP IND 494 524
    ONEOK INC. 757 782
    PACKAGING CORP AMERICA 425 448
    PARKER HANNIFIN CORP 1,102 1,193
    PATTERSON UTI ENERGY INC. 140 161
    PAYCHEX INC. 4,398 4,478
    PAYLOCITY HOLDING CORP. 295 367
    PB BUSINESS PARKS INC - 4.875% 502 501
    PB BUSINESS PARKS INC - 5.20% 268 254
    PEBBLEBROOK HOTEL TRUST 444 445
    PEOPLES UNITED FIN INC- VAR % 271 267
    PEPSICO INC. 7,683 7,606
    PFIZER INC. 3,984 4,199
    PHILIP MORRIS INTL INC. 1,686 1,742
    PHILLIPS 66 1,498 1,606
    PHYSICIANS REALTY TR 412 441
    PLANTRONICS INC 264 177
    PNC FINANCIAL SERVICES GROUP 4,586 4,903
    PNC FINANCIAL SERVICES SER P 2,443 2,426
    PRESTIGE CONSUMER 465 491
    PRICE T ROWE GROUP INC. 1,119 1,236
    PRIMERICA INC. 124 134
    PRINCIPAL FINANCIAL GROUP 888 882
    PROCTOR & GAMBLE 2,030 3,174
    PROLOGIS INC 983 1,007
    PRUDENTIAL FINANCIAL INC - 5.625% - DUE 8/15/2058 276 264
    PS BUSINESS PKS INC - 5.25% 537 508
    PUBLIC STORAGE - 4.95% 522 503
    PUBLIC STORAGE - 5.15% SERIES F 270 258
    PUBLIC STORAGE - 5.20% SERIES W 281 277
    PUBLIC STORAGE - 5.20% SERIES X 280 277
    PUBLIC STORAGE - 5.60% - SERIES H 279 270
    PUBLIC STORAGE $0.10 REIT 483 421
    PUBLIC STORAGE 4.875% SER I 529 518
    PUBLIC STORAGE SERIES G 5.05% 162 153
    Q2 HOLDINGS INC 683 760
    QUAKER CHEMICAL CORP 326 298
    QUIDEL CORP 483 549
    RAPID7 ORD 391 449
    REALTY INCM CORP 2,521 2,452
    RECKITT BENCKISER GROUP 2,788 2,837
    REGIONS FINANCIAL CORP - VAR % SERIES B 684 661
    REGIONS FINANCIAL CORP - VAR % SERIES C 276 268
    REINSURANCE GRP OF AMER - 5.75% 395 387
    REINSURANCE GRP OF AMER - VAR % 493 490
    RELX PLC 2,356 2,487
    RENAISSANCERE HLDGS LTD - 5.375% SERIES E 405 401
    REPLIGEN CORP 554 621
    RETROPHIN INC. 286 347
    REXNORD CORP 218 253
    ROCHE HLDG LTD 7,084 7,483
    RPT REALTY SH BEN INT 510 547
    RYANAIR HOLDINGS PLC 1,260 1,416
    SCHNEIDER ELEC SE ADR 7,059 7,423
    SELECTIVE INS GRP INC. 451 397
    SEMPRA ENERGY 3,634 3,682
    SEMTECH CORPORATION 496 485
    SEVEN AND I HOLDINGS CO 2,033 1,897
    SILICON LABS INC 440 424
    SILICON MOTION TECH ADR 1,626 1,861
    SIMON PROPERTY GROUP 2,684 2,722
    SITE CENTERS CORP - 6.375% 271 266
    SOFTBANK GROUP CORP 3,427 3,339
    SONIC HELATHCARE LTD 3,743 3,895
    SONOCO PRODUCTS CO 920 968
    SOUTH JERSEY IND 544 531
    SOUTHERN CO - 5.250% 375 359
    SPARK THERAPEUTICS INC 203 222
    SPECTRUM PHARMACEUTICALS 226 251
    SPIRE INC 677 619
    SPIRE INC. - 5.90 SERIES A 245 238
    STARBUCKS CORP 4,146 4,101
    STATE STREET CORP - 6.00% 988 988
    STATE STREET CORP - VAR% 638 618
    STEVE MADDEN LTD SHS 718 849
    STIFEL FINANCIAL CORP 551 625
    STIFEL FINANCIAL CORP - 5.2% SENIOR NOTES 262 260
    SUNCOR ENERGY INC 909 942
    SUPERNUS PHARMACEUTICALS 291 257
    SYMRISE AG ADR 4,335 4,259
    SYNOVUS FNCL CORP - 5.875% SERIES E 269 260
    SYSCO CORP 1,584 1,611
    TABULA RASA HEALTHCARE 401 357
    TAIWAN S MANUFACTURING ADR 6,149 6,583
    TARGET CORP 1,346 1,500
    TAYLOR MORRISON HOME 402 348
    TECHTRONIC INDS SPD ADR 4,058 4,108
    TELADOC HEALTH INC. 424 502
    TENNECO INC. 236 232
    TETRA TECH INC. 780 795
    TEXAS INSTRUMENTS 8,690 8,054
    THE ALLSTATE CORP - 5.10% 529 512
    THE ALLSTATE CORP (5.625 %) 1,066 1,035
    THE ALLSTATE CORP FIXED - DUE 1/15/2053 270 263
    THE SOUTHERN COMPANY - 5.25% 534 511
    TJX COS INC. 1,025 1,039
    TOKIO MARINE HOLDINGS 2,199 2,290
    UBS GROUP AG NAMEN-AKT 5,014 5,407
    ULTRAGENYX 437 397
    UMPQUA HLDGS CORP ORE 302 311
    UNION PACIFIC CORP 3,609 3,872
    UNITED COMMUNITY BANKS 377 403
    UNITED PARCEL SVC CL B 1,421 1,437
    UNITEDHEALTH GROUP INC. 976 1,119
    US BANCORP 5,459 5,943
    US BANCORP - 5.50% 274 265
    US BANCORP - SER B 197 193
    US BANCORP - VAR % 2,404 2,402
    US ECOLOGY INC 443 385
    VALERO ENERGY CORP 2,702 2,865
    VALLEY NATL BANCORP NJ 395 405
    VANDA PHARMECEUTICALS IN 314 385
    VERIZON COMMUNICATIONS 1,445 1,446
    VORNADO REALTY TRUST - 5.25% SERIES M 533 513
    VOYA FINANCIAL INC - 5.35% 273 267
    W.R. BERKELEY CORP (5.75%) 676 665
    W.R. BERKELEY CORP (5.900%) 263 260
    WALMART INC. 1,799 1,786
    WASTE MANAGEMENT INC. 1,859 1,807
    WEBSTER FINANCIAL CORP - 5.25% 315 304
    WEC ENERGY GROUP INC 5,213 4,964
    WELLS FARGO & COMPANY 3,730 4,085
    WELLS FARGO & COMPANY - 5.50% 519 519
    WELLS FARGO & COMPANY - 5.625% 802 783
    WELLS FARGO & COMPANY - 5.85% 1,419 1,432
    WELLS FARGO & COMPANY - 6.625% 1,008 1,008
    WENDY'S CO 321 322
    WESBANCO INC 229 219
    WILLIAMS COMPANIES DEL 1,397 1,386
    WNS HOLDINGS LTD 636 631
    WORTHINGTON INDUSTRIES OHIO 387 421
    WRIGHT MEDICAL GROUP NV 354 506
    WSFS FINANCIAL CORP 264 268
    XCEL ENERGY INC. 1,275 1,230
    YELP INC 299 312
    YUM CHINA HOLDINGS INC. 3,706 3,740
    ZURICH INSURANCE GROUP 6,175 6,154

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE GRINBERG FAMILY FOUNDATION
     
    C/O BAKER TILLY VIRCHOW KRAUSE LLP
    EIN:
    52-1233811
    US Government Securities - End of Year Book Value:

    165,300
    US Government Securities - End of Year Fair Market Value:

    165,234
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE GRINBERG FAMILY FOUNDATION
     
    C/O BAKER TILLY VIRCHOW KRAUSE LLP
    EIN:
    52-1233811
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKROCK ALLOCATION AT COST 16,568 16,551
    PRINCIPAL CAPITAL AT COST 34,410 34,577

    TY 2018 OtherDecreasesSchedule
    Name:
    THE GRINBERG FAMILY FOUNDATION
     
    C/O BAKER TILLY VIRCHOW KRAUSE LLP
    EIN:
    52-1233811
    Description Amount
    COST BASIS ADJUSTMENT 673
    AIP/AMORTIZATION CARRYOVER 511


    TY 2018 OtherExpensesSchedule
    Name:
    THE GRINBERG FAMILY FOUNDATION
     
    C/O BAKER TILLY VIRCHOW KRAUSE LLP
    EIN:
    52-1233811
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 5,848 5,848   0
    FILING FEES 422 0   422


    TY 2018 OtherIncomeSchedule2
    Name:
    THE GRINBERG FAMILY FOUNDATION
     
    C/O BAKER TILLY VIRCHOW KRAUSE LLP
    EIN:
    52-1233811
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    THE BLACKSTONE GROUP 1,153 1,153 1,153
    THE CARLYLE GROUP 1,474 1,474 1,474
    OAKTREE CAPITAL LLC 1,143 1,143 1,143


    TY 2018 TaxesSchedule
    Name:
    THE GRINBERG FAMILY FOUNDATION
     
    C/O BAKER TILLY VIRCHOW KRAUSE LLP
    EIN:
    52-1233811
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 19,000 0   0