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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 06-01-2020 , and ending 05-31-2021
Name of foundation
HOWARD & ROBERTA GOSS CHARITABLE
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)620 ORCHARD LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GLENCOE, IL60022
A Employer identification number

36-3370191
B Telephone number (see instructions)

(312) 427-2818
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$932,374J 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) 76,026
2 Check bullet.............
3 Interest on savings and temporary cash investments 10 10  
4 Dividends and interest from securities... 9,099 9,099  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 29,083
b Gross sales price for all assets on line 6a 265,345
7 Capital gain net income (from Part IV, line 2)... 74,943
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........ 114,218 84,052  
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)....... Click to see attachment 3,584 1,792   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 695 106   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 3,945 1,960   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,224 3,858   0
25 Contributions, gifts, grants paid....... 85,442 85,442
26 Total expenses and disbursements. Add lines 24 and 25 93,666 3,858   85,442
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 20,552
b Net investment income (if negative, enter -0-) 80,194
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 34,057 45,896 45,896
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 649,679 Click to see attachment658,392 886,478
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) 683,736 704,288 932,374
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 FASB ASC 958, check here bullet
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 bullet
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 683,736 704,288
29 Total net assets or fund balances (see instructions)..... 683,736 704,288
30 Total liabilities and net assets/fund balances (see instructions). 683,736 704,288
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
683,736
2
Enter amount from Part I, line 27a .....................
2
20,552
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
704,288
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
704,288
Form 990-PF (2020)
Form 990-PF (2020)
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 SHORT-TERM PUBLICLY TRADED PURCHASED STOCK      
b LONG-TERM PUBLICLY TRADED PURCHASED STOCK      
c LONG-TERM PUBLICLY TRADED PURCHASED STOCK      
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 83,943   75,329 8,614
b 94,015   84,907 9,108
c 82,475   30,166 52,309
d 4,912     4,912
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       8,614
b       9,108
c       52,309
d       4,912
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 74,943
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,115
c All other domestic foundations enter 1.39% 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 1,115
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 1,115
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,640
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 1,640
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 525
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet525 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 the instructions
for the 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)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletMORRISON MORRISON LTD Telephone no.bullet (312) 346-2141

    Located atbullet19 S LASALLE ST SUITE 1100CHICAGOIL ZIP+4bullet60603
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    HOWARD GOSS PRESIDENT/DIRECTOR
    1.00     		0 0 0
    620 ORCHARD LANE
    GLENCOE,IL60022
    ROBERTA GOSS DIRECTOR
    1.00     		0 0 0
    620 ORCHARD LANE
    GLENCOE,IL60022
    DAVID GOSS SEC/TREAS/DIRECTOR
    1.00     		0 0 0
    33 WEST HURON STREET UNIT 407
    CHICAGO,IL60654
    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 (2020)
    Form 990-PF (2020)
    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 NONE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    768,070
    b
    Average of monthly cash balances.......................
    1b
    38,034
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    806,104
    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
    806,104
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    12,092
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    794,012
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    39,701
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    39,701
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,115
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,115
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    38,586
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    38,586
    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
    38,586
    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
    85,442
    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
    85,442
    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
    85,442
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 38,586
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 75,364
    b From 2016...... 65,099
    c From 2017...... 69,732
    d From 2018...... 62,581
    e From 2019...... 66,626
    fTotal of lines 3a through e........ 339,402
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 85,442
    a Applied to 2019, 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 2020 distributable amount..... 38,586
    e Remaining amount distributed out of corpus 46,856
    5 Excess distributions carryover applied to 2020. 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 5 386,258
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		75,364
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		310,894
    10 Analysis of line 9:
    a Excess from 2016.... 65,099
    b Excess from 2017.... 69,732
    c Excess from 2018.... 62,581
    d Excess from 2019.... 66,626
    e Excess from 2020.... 46,856
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    HOWARD GOSS
    ROBERTA GOSS
    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 (2020)
    Form 990-PF (2020)
    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
    AMERICAN FRIENDS OF ISRAEL SPORTS CENTER FOR THE DISABLED
    1 NORTHFIELD PLZ STE 300
    NORTHFIELD,IL60093     		NONE PUBLIC CHARITABLE 360
    AMERICAN FRIENDS OF MAGEN DAVID ADOM FOR ISRAEL
    20 W 36TH STREET SUITE 1100
    NEW YORK,NY10018     		NONE PUBLIC CHARITABLE 350
    AMERICAN SOCIETY FOR YAD VASHEM
    500 FIFTH AVENUE 42ND FLOOR
    NEW YORK,NY101104299     		NONE PUBLIC CHARITABLE 300
    AMY KROUSE ROSENTHAL FOUNDATION
    3501 N SOUTHPORT AVE BOX 510
    CHICAGO,IL606571475     		NONE PUBLIC CHARITABLE 100
    ANN & ROBERT H LURIE CHILDREN'S HOSPITAL FOUNDATION
    225 E CHICAGO AVE
    CHICAGO,IL60611     		NONE PUBLIC MEDICAL 50
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603     		NONE PUBLIC CHARITABLE 150
    BELIEVE IN A CURE INC
    216 W JACKSON SUITE 700
    CHICAGO,IL60606     		NONE PUBLIC CHARITABLE 500
    BETA GAMMA SIGMA
    11814 BORMAN DRIVE
    ST LOUIS,MO63146     		NONE PUBLIC CHARITABLE 100
    BIRTHRIGHT ISRAEL FOUNDATION
    PO BOX 5892
    HICKSVILLE,NY11802     		NONE PUBLIC CHARITABLE 100
    B'NAI B'RITH YOUTH ORGANIZATION
    12500 NW MILITARY HIGHWAY
    SAN ANTONIO,TX78231     		NONE PUBLIC CHARITABLE 50
    B'NAI JEHOSHUA BETH ELOHIM SYNAGOGUE
    901 MILWAUKEE AVENUE
    GLENVIEW,IL60025     		NONE PUBLIC RELIGIOUS 2,110
    BOYS TOWN
    14100 CRAWFORD STREET
    BOYS TOWN,NE68010     		NONE PUBLIC CHARITABLE 50
    BRADY CAMPAIGN TO PREVENT GUN VIOLENCE
    840 FIRST STREET NE SUITE 400
    WASHINGTON,DC20002     		NONE PUBLIC CHARITABLE 50
    BROADWAY CARES
    165 WEST 46TH STREET SUITE 1300
    NEW YORK,NY10036     		NONE PUBLIC CHARITABLE 200
    CAMP HORSESHOE FOUNDATION
    PO BOX 1938
    HIGHLAND PARK,IL60035     		NONE PUBLIC CHARITABLE 25
    CHICAGO BOTANIC GARDEN
    1000 LAKE COOK ROAD
    GLENCOE,IL60022     		NONE PUBLIC CHARITABLE 300
    COALITION TO SALUTE AMERICAN HEROES
    12 GODFREY PLACE
    WILTON,CT06897     		NONE PUBLIC CHARITABLE 50
    CREUTZFELDT-JAKOB DISEASE FOUNDATION INC
    3634 W MARKET ST SUITE 110
    AKRON,OH44333     		NONE PUBLIC CHARITABLE 50
    DEPAUL UNIVERSITY
    1 EAST JACKSON BLVD
    CHICAGO,IL60604     		NONE PUBLIC EDUCATIONAL 10,000
    EASTER SEALS
    1939 W 13TH STREET
    CHICAGO,IL606081226     		NONE PUBLIC CHARITABLE 50
    FAMILY SERVICES OF GLENCOE
    675 VILLAGE COURT
    GLENCOE,IL60022     		NONE PUBLIC CHARITABLE 100
    FEEDING AMERICA
    161 N CLARK ST SUITE 700
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE 50
    FREE WHEELCHAIR MISSION
    15279 ALTON PARKWAY STE 300
    IRVINE,CA92618     		NONE PUBLIC CHARITABLE 200
    FRIENDS OF THE GLENCOE PUBLIC LIBRARY
    320 PARK AVENUE
    GLENCOE,IL60022     		NONE PUBLIC CHARITABLE 50
    GVS GLAMORGAN VOLUNTARY SERVICES
    BARRY COMMUNITY ENTERPRISE CENTRE
    SKOMER RD
    BARRY,UNITED KINGDOMCF62 9DA
    UK     		NONE PUBLIC CHARITABLE 50
    ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER
    9603 WOODS DRIVE
    SKOKIE,IL60077     		NONE PUBLIC CHARITABLE 250
    JDRF- JUVENILE DIABETES RESEARCH FOUNDATION
    4 E S WACKER DR SUITE 1400
    CHICAGO,IL60601     		NONE PUBLIC MEDICAL 50
    JEMICY SCHOOL
    11 CELADON RD
    OWINGS MILLS,MD21117     		NONE PUBLIC CHARITABLE 50
    JEWISH CHILD & FAMILY SERVICES - NORTH SHORE AUXILIARY
    216 W JACKSON 8TH FLOOR
    CHICAGO,IL60606     		NONE PUBLIC CHARITABLE 147
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021     		NONE PUBLIC CHARITABLE 590
    JEWISH UNITED FUND
    30 S WELLS STREET
    CHICAGO,IL60606     		NONE PUBLIC CHARITABLE 50,236
    JEWISH WAR VETERANS
    1811 R STREET NW
    WASHINGTON,DC20009     		NONE PUBLIC CHARITABLE 72
    LAKEVIEW PANTRY
    3945 N SHERIDAN RD
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE 50
    LEUKEMIA RESEARCH FOUNDATION
    3520 LAKE AVENUE SUITE 202
    WILMETTE,IL60091     		NONE PUBLIC MEDICAL 50
    LUNGEVITY FOUNDATION
    228 S WABASH AVE 700
    CHICAGO,IL60604     		NONE PUBLIC CHARITABLE 50
    MD ANDERSON CENTER
    1840 OLD SPANISH TRAIL
    HOUSTON,TX77054     		NONE PUBLIC CHARITABLE 100
    MEALS ON WHEELS
    314 W SUPERIOR ST 300
    CHICAGO,IL60654     		NONE PUBLIC CHARITABLE 36
    MERCY HOME FOR BOYS & GIRLS
    1140 W JACKSON BLVD
    CHICAGO,IL60607     		NONE PUBLIC CHARITABLE 100
    MISERCORDIA HOME
    6300 N RIDGE AVE
    CHICAGO,IL60660     		NONE PUBLIC CHARITABLE 100
    NATIONAL CHILDREN'S CANCER SOCIETY
    3440 GRAND AVE
    GURNEE,IL60031     		NONE PUBLIC CHARITABLE 72
    NATIONAL POLICE ASSOCIATION
    POBOX 1427
    STAFFORD,TX774979829     		NONE PUBLIC CHARITABLE 25
    NORTH SHORE CONGREGATION ISRAEL
    1185 SHERIDAN ROAD
    GLENCOE,IL60022     		NONE PUBLIC RELIGIOUS 12,455
    NORTHSHORE UNIVERSITY HEALTHSYSTEM FOUNDATION
    1033 UNIVERSITY PLACE SUITE 450
    EVANSTON,IL60201     		NONE PUBLIC CHARITABLE 50
    ORT AMERICA
    75 MAIDEN LANE 10TH FLOOR
    NEW YORK,NY10038     		NONE PUBLIC CHARITABLE 72
    PARALYZED VETERANS OF AMERICA
    2122 W TAYLOR ST
    CHICAGO,IL60612     		NONE PUBLIC CHARITABLE 54
    RAVINIA FESTIVAL ASSOCIATION
    418 SHERIDAN ROAD
    HIGHLAND PARK,IL60035     		NONE PUBLIC CHARITABLE 2,500
    RONALD MCDONALD HOUSE CHARITIES
    26345 NETWORK PLACE
    CHICAGO,IL60673     		NONE PUBLIC CHARITABLE 50
    SALVATION ARMY
    5040 N PULASKI ROAD
    CHICAGO,IL60630     		NONE PUBLIC CHARITABLE 50
    SHRINERS HOSPITAL FOR CHILDREN FOUNDATION
    2900 N ROCKY POINT DRIVE
    TAMPA,FL33607     		NONE PUBLIC MEDICAL 50
    SIMON WIESENTHAL CENTER
    1399 S ROXBURY DRIVE
    LOS ANGELES,CA90035     		NONE PUBLIC CHARITABLE 200
    SOARING EAGLES ACADEMY
    800 PARKVIEW BLVD
    LOMBARD,IL60148     		NONE PUBLIC CHARITABLE 25
    SPECIAL OLYMPICS
    1133 19TH STREET
    WASHINGTON,DC20036     		NONE PUBLIC CHARITABLE 50
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		NONE PUBLIC MEDICAL 50
    TELSHE YESHIVA
    3535 W FOSTER AVE
    CHICAGO,IL60625     		NONE PUBLIC CHARITABLE 36
    THE ADLER PLANETARIUM
    1300 S LAKESHORE DRIVE
    CHICAGO,IL60605     		NONE PUBLIC CHARITABLE 1,000
    THE ARK
    6450 N CALIFORNIA AVE
    CHICAGO,IL60645     		NONE PUBLIC CHARITABLE 216
    THE NATIONAL WORLD WAR II MUSEUM
    945 MAGAZINE ST
    NEW ORLEANS,LA70130     		NONE PUBLIC CHARITABLE 50
    THE SURVIVOR MITZVAH PROJECT
    2658 GRIFFITH PARK BLVD 288
    LOS ANGELES,CA90039     		NONE PUBLIC CHARITABLE 50
    TOYS FOR TOTS
    3034 W FOSTER AVE
    CHICAGO,IL60625     		NONE PUBLIC CHARITABLE 50
    TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		NONE PUBLIC CHARITABLE 400
    UNITED SERVICE ORGANIZATIONS
    333 S WABASH AVE
    CHICAGO,IL60604     		NONE PUBLIC CHARITABLE 50
    UNIVERSITY OF WISCONSIN HILLEL FOUNDATION
    611 LANGDON ST
    MADISON,WI53703     		NONE PUBLIC EDUCATIONAL 100
    US OLYMPIC & PARALYMPIC FOUNDATION
    1 OLYMPIC PLAZA
    COLORADO SPRINGS,CO80909     		NONE PUBLIC CHARITABLE 50
    US SKI & SKATEBOARD
    1 VICTORY LANE BOX 100
    PARK CITY,UT84060     		NONE PUBLIC CHARITABLE 50
    VAIL HEALTH FOUNDATION
    322 BEARD CREEK RD
    EDWARDS,CO81632     		NONE PUBLIC CHARITABLE 100
    VIETNAM VETERANS MEMORIAL FUND
    2600 VIRGINIA AVENUE NW SUITE 104
    WASHINGTON,DC20037     		NONE PUBLIC CHARITABLE 36
    WORLD JEWISH CONGRESS
    501 MADISON AVENUE
    NEW YORK,NY10022     		NONE PUBLIC PUBLIC SAFETY 200
    WTTW CHANNEL 11
    5400 N ST LOUIS
    CHICAGO,IL60625     		NONE PUBLIC CHARITABLE 75
    Total .................................bullet 3a 85,442
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 10  
    4 Dividends and interest from securities....     14 9,099  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 29,083  
    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 38,192 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    38,192
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    HOWARD & ROBERTA GOSS CHARITABLE
    FOUNDATION INC
    Employer identification number

    36-3370191
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    HOWARD & ROBERTA GOSS CHARITABLE
    FOUNDATION INC         		Employer identification number
    36-3370191
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    HOWARD S GOSS
    620 ORCHARD LANE
     
    GLENCOE, IL60022

    		$ 76,026


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    HOWARD & ROBERTA GOSS CHARITABLE
    FOUNDATION INC         		Employer identification number

    36-3370191
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 15 SHARES ALPHABET, INC. $ 26,573 2020-11-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 92 SHARES COSTCO WHOLESALE CORP $ 35,805 2020-11-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 10 SHARES COSTCO WHOLESALE COPR $ 3,892 2020-11-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 50 SHARES TELADOC HEALTH INC $ 9,756 2020-11-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    HOWARD & ROBERTA GOSS CHARITABLE
    FOUNDATION INC         		Employer identification number

    36-3370191
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    HOWARD & ROBERTA GOSS CHARITABLE
     
    FOUNDATION INC
    EIN:
    36-3370191
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX RETURN PREPARATION 3,584 1,792   0

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HOWARD & ROBERTA GOSS CHARITABLE
     
    FOUNDATION INC
    EIN:
    36-3370191
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    1,195.841 SH HARDING LOEVNER FDS INC INTL EQUITY AT COST 28,599 36,138
    1,374 SH VANGUARD FTSE DEVELOPED MARKETS AT COST 57,382 72,025
    1,275.765 SH NEUBERGER BERMAN LONG SHORT FUND INSTL CL AT COST 18,405 21,918
    1,395.021 SH PIMCO UNCONSTRAINED BD FUND AT COST 15,060 15,136
    1,174.467 SH OAKMARK INTL FUND INSTL AT COST 27,188 35,915
    2,529.578 SH HARTFORD MUTUAL FUNDS AT COST 43,660 54,487
    1,541.696 SH MFS MID CAP VALUE FUND AT COST 31,952 49,026
    1.108.041 SH BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO CL I AT COST 38,225 50,870
    122 SH ISHARES RUSSELL 2000 ETF AT COST 21,288 27,511
    139 SH VANGUARD S&P 500 ETF AT COST 31,172 53,672
    3,167.518 SH BLACKROCK EVENT DRIVEN EQUITY FUND AT COST 30,802 32,657
    1,982.176 SH DIAMOND HILLS FDS LARGE CAP AT COST 48,018 71,041
    339 SH VANGUARD FTSE EMERGING MKTS ETF AT COST 15,269 18,265
    2,866.596 SH NATIXIS LOOMIS SAYLES GROWTH FUND CL Y AT COST 46,350 72,525
    282 SH ISHARE S&P 100 ETF AT COST 35,501 53,760
    495.378 SH CONESTOGA SMALL CAP FUND AT COST 30,318 40,155
    862.966 SH ABBEY CAPITAL FUTURES STRATEGY FUND CL 1 AT COST 10,088 10,804
    6,282.915 SH CREDIT SUISSE COMMODITY-RETURN STRATEGY FUND CL I AT COST 30,126 34,179
    862.853 SH LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CL AT COST 10,405 10,889
    882.066 SH WELLS FARGO SPECIAL SMALL CAP VALUE FUND INSTL CL AT COST 28,683 40,328
    809 SH ISHARES RUSSELL MID-CAP ETF AT COST 38,262 63,369
    1,683.993 SH JOHN HANCOCK SEAPORT FUND CL I AT COST 21,639 21,808

    TY 2020 OtherExpensesSchedule
    Name:
    HOWARD & ROBERTA GOSS CHARITABLE
     
    FOUNDATION INC
    EIN:
    36-3370191
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ILLINOIS CHARITABLE FOUNDATION ANNUAL FEE 15 0   0
    ILLINOIS ANNUAL REPORT 10 0   0
    MANAGEMENT FEES 3,920 1,960   0


    TY 2020 TaxesSchedule
    Name:
    HOWARD & ROBERTA GOSS CHARITABLE
     
    FOUNDATION INC
    EIN:
    36-3370191
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 213 106   0
    FEDERAL TAX 482 0   0