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 01-01-2020 , and ending 12-31-2020
Name of foundation
GOLDENBERG MAX TW M G FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)111 WEST MONROE STREET TAX DIV 12W
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

36-2471625
B Telephone number (see instructions)

(312) 461-5154
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$9,252,594J 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... 177,627 177,627  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 158,096
b Gross sales price for all assets on line 6a 5,383,303
7 Capital gain net income (from Part IV, line 2)... 158,096
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 335,723 335,723  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,067 40,034   40,034
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,054 470   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,136 40,504 0 40,049
25 Contributions, gifts, grants paid....... 351,000 351,000
26 Total expenses and disbursements. Add lines 24 and 25 435,136 40,504 0 391,049
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -99,413
b Net investment income (if negative, enter -0-) 295,219
c Adjusted net income (if negative, enter -0-)... 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......... 59,744 290,505 290,505
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment78,672 79,171
b Investments—corporate stock (attach schedule)....... 2,949,677 Click to see attachment2,872,352 4,566,631
c Investments—corporate bonds (attach schedule)....... 515,105 Click to see attachment635,267 634,744
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3,213,944 Click to see attachment2,770,159 Click to see attachment3,681,543
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,738,470 6,646,955 9,252,594
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow 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........ 6,738,470 6,646,955
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,738,470 6,646,955
30 Total liabilities and net assets/fund balances (see instructions). 6,738,470 6,646,955
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,738,470
2
Enter amount from Part I, line 27a .....................
2
-99,413
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,898
4
Add lines 1, 2, and 3 ..........................
4
6,646,955
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
6,646,955
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 1360. COMCAST CORP-CLASS A   2016-02-23 2020-01-23
b 295. NETAPP INC   2018-03-26 2020-01-23
c 665. PFIZER INC COMMON STOCK   2018-03-26 2020-01-23
d 1100. INVESCO PREFERRED ETF   2013-02-20 2020-02-03
e 14294.309 HARTFORD FLOATING RATE-F   2012-10-23 2020-02-20
7400. ISHARES MSCI EMERGING MARKET   2017-08-22 2020-02-20
210. CATERPILLAR INC COMMON STOCK   2019-03-21 2020-02-25
260. DANAHER CORPORATION COMMON STOCK   2019-10-21 2020-02-25
580. EXELON CORPORATION COMMON STOCK   2018-04-19 2020-02-25
315. POST HOLDINGS INC   2019-04-23 2020-02-25
460. STEEL DYNAMICS INC COMMON STOCK   2016-08-19 2020-02-25
155. UNION PACIFIC CORPORATION   2019-09-20 2020-02-25
4785. ISHARES TR MSCI EAFE INDEX FD   2017-07-18 2020-03-19
740. BERRY GLOBAL GROUP INC   2016-10-20 2020-03-31
395. CONOCOPHILLIPS   2018-11-20 2020-03-31
415. DISCOVER FINANCIAL SERVICES   2019-01-17 2020-03-31
235. HILTON WORLDWIDE HOLDINGS IN   2019-12-19 2020-03-31
185. INTEL CORPORATION COMMON STOCK   2018-07-19 2020-03-31
30. LOWES COS INC - UN   2019-05-17 2020-03-31
455. LOWES COS INC - UN   2019-03-21 2020-03-31
435. MASCO CORP COMMON STOCK   2018-07-19 2020-03-31
100. REINSURANCE GROUP OF AMERICA   2019-10-21 2020-03-31
255. SYSCO CORPORATION   2019-06-21 2020-03-31
100. SYSCO CORPORATION   2017-02-16 2020-03-31
65. UNION PACIFIC CORPORATION   2019-09-20 2020-03-31
265. UNITED AIRLINES HOLDINGS INC   2019-02-21 2020-03-31
17737.704 HARTFORD FLOATING RATE-F   2019-10-04 2020-04-20
11284.075 HARTFORD FLOATING RATE-F   2019-03-27 2020-04-20
220. AGCO CORPORATION COMMON STOCK   2019-01-17 2020-04-30
2840. AES CORPORATION COMMON STOCK   2018-11-20 2020-04-30
90. ACUITY BRANDS INC COMMON STOCK   2019-11-26 2020-04-30
220. AKAMAI TECHNOLOGIES INC COMMON STOCK   2019-10-21 2020-04-30
260. AKAMAI TECHNOLOGIES INC COMMON STOCK   2019-03-21 2020-04-30
455. ALEXION PHARMACEUTICALS INC COM   2019-12-19 2020-04-30
70. ALIGN TECHNOLOGY INC COM   2020-03-31 2020-04-30
920. ALLISON TRANSMISSION HOLDING   2019-01-17 2020-04-30
345. ALLISON TRANSMISSION HOLDING   2019-09-20 2020-04-30
205. ALLSTATE CORP   2019-05-17 2020-04-30
860. ALLSTATE CORP   2019-03-21 2020-04-30
485. AMERICAN EXPRESS COMPANY   2017-11-16 2020-04-30
140. AMGEN INC COMMON STOCK   2019-01-17 2020-04-30
40. AUTOZONE INC COMMON STOCK   2018-06-21 2020-04-30
535. BAXTER INTERNATIONAL INC   2020-03-31 2020-04-30
150. BROADCOM INC   2020-03-31 2020-04-30
2455. CABOT OIL & GAS CORPORATION CLASS A COMMON STOCK   2019-12-19 2020-04-30
260. CERNER CORPORATION COMMON STOCK   2018-11-20 2020-04-30
20. CHIPOTLE MEXICAN GRILL INC   2019-06-21 2020-04-30
1810. CITIGROUP INC   2018-03-26 2020-04-30
1385. CITIZENS FINANCIAL GROUP   2018-09-20 2020-04-30
385. CONOCOPHILLIPS   2017-05-18 2020-04-30
40. COSTAR GROUP INC   2018-06-21 2020-04-30
85. CURTISS-WRIGHT CORPORATION COMMON STOCK   2019-11-26 2020-04-30
285. CYRUSONE INC   2019-11-26 2020-04-30
465. DISCOVER FINANCIAL SERVICES   2016-01-21 2020-04-30
715. DISCOVERY INC - A   2019-05-17 2020-04-30
315. DOLLAR GENERAL CORP   2018-10-18 2020-04-30
90. EDWARDS LIFESCIENCES CORP COMMON STOCK   2018-07-19 2020-04-30
125. ELECTRONIC ARTS INC COMMON STOCK   2020-03-31 2020-04-30
750. ENTERGY CORPORATION NEW COMMON STOCK   2020-03-31 2020-04-30
210. EQUITY RESIDENTIAL PROPERTIES TR COMMON STOCK   2019-02-21 2020-04-30
270. EQUITY RESIDENTIAL PROPERTIES TR COMMON STOCK   2019-07-19 2020-04-30
55. ESSEX PROPERTY TRUST INC COMMON STOCK   2019-09-20 2020-04-30
110. ESSEX PROPERTY TRUST INC COMMON STOCK   2018-02-22 2020-04-30
260. EXPEDIA GROUP INC   2019-10-21 2020-04-30
180. EXPEDIA GROUP INC   2018-09-20 2020-04-30
190. EXTRA SPACE STORAGE INC   2019-10-21 2020-04-30
320. FACEBOOK INC-CLASS A   2019-09-20 2020-04-30
120. FACEBOOK INC-CLASS A   2018-04-19 2020-04-30
185. F5 NETWORKS INC COMMON STOCK   2015-03-19 2020-04-30
110. FLEETCOR TECHNOLOGIES INC   2019-09-20 2020-04-30
130. GRAINGER W W INC COMMON STOCK   2018-05-22 2020-04-30
135. HCA HEALTHCARE INC   2018-07-19 2020-04-30
415. HELMERICH & PAYNE INC COMMON STOCK   2019-12-19 2020-04-30
280. HERSHEY FOODS CORPORATION COMMON STOCK   2018-11-20 2020-04-30
300. HILL-ROM HOLDINGS INC   2017-02-16 2020-04-30
530. HOLOGIC INC COMMON STOCK   2019-07-19 2020-04-30
175. HUMANA INC COMMON STOCK   2020-03-31 2020-04-30
205. KLA INSTRUMENTS CORPORATION COMMON STOCK   2019-04-23 2020-04-30
110. LAM RESEARCH CORPORATION COMMON STOCK   2019-06-21 2020-04-30
325. LAMAR ADVERTISING CO-A   2019-06-21 2020-04-30
100. LAUDER ESTEE COMPANIES INC CLASS A COMMON STOCK   2017-10-23 2020-04-30
425. LILLY ELI & COMPANY COMMON STOCK   2017-11-16 2020-04-30
250. MARATHON PETROLEUM CORP COM   2018-03-26 2020-04-30
515. MASCO CORP COMMON STOCK   2018-11-20 2020-04-30
760. MERCK & CO. INC.   2019-04-23 2020-04-30
230. MERCK & CO. INC.   2019-07-19 2020-04-30
330. NIKE INC CLASS B COMMON STOCK   2018-10-18 2020-04-30
300. ORACLE CORPORATION COMMON STOCK   2019-04-23 2020-04-30
675. ORACLE CORPORATION COMMON STOCK   2019-09-20 2020-04-30
195. PALO ALTO NETWORKS INC   2018-04-19 2020-04-30
165. PEPSICO INC   2018-10-18 2020-04-30
400. POST HOLDINGS INC   2019-03-21 2020-04-30
325. PROCTER AND GAMBLE COMPANY   2020-03-31 2020-04-30
395. PULTE CORPORATION COMMON STOCK   2019-12-19 2020-04-30
130. RALPH LAUREN CORP   2018-12-20 2020-04-30
275. RAYMOND JAMES FINANCIAL INC COMMON STOCK   2019-05-17 2020-04-30
265. RAYMOND JAMES FINANCIAL INC COMMON STOCK   2019-04-23 2020-04-30
190. REGAL BELOIT CORP COMMON STOCK   2019-01-17 2020-04-30
55. SERVICENOW INC   2019-07-19 2020-04-30
435. SOUTHWEST AIRLINES COMPANY COMMON STOCK   2020-03-31 2020-04-30
780. SOUTHWEST AIRLINES COMPANY COMMON STOCK   2017-08-17 2020-04-30
685. SPROUTS FARMERS MARKET INC   2018-05-22 2020-04-30
335. STARBUCKS CORPORATION COMMON STOCK   2019-07-19 2020-04-30
505. SYSCO CORPORATION   2017-03-16 2020-04-30
215. TAKE-TWO INTERACTIVE SOFTWRE   2019-11-26 2020-04-30
215. TARGET CORP COMMON STOCK   2019-12-19 2020-04-30
120. TRAVELERS COS INC/THE   2019-09-20 2020-04-30
230. UNITED AIRLINES HOLDINGS INC   2019-04-23 2020-04-30
185. UNITED RENTALS INC COMMON STOCK   2019-06-21 2020-04-30
105. UNIVERSAL HEALTH SERVICES INC CLASS B COMMON STOCK   2019-10-21 2020-04-30
85. VALMONT INDUSTRIES   2019-11-26 2020-04-30
580. VERIZON COMMUNICATIONS COMMON STOCK   2020-01-23 2020-04-30
85. VERTEX PHARMACEUTICALS INC COMMON STOCK   2019-06-21 2020-04-30
325. WAL-MART STORES INC   2018-05-22 2020-04-30
250. ZIONS BANCORP COMMON STOCK   2019-07-19 2020-04-30
80. JAZZ PHARMACEUTICALS PLC   2018-06-21 2020-04-30
195. JAZZ PHARMACEUTICALS PLC   2019-12-19 2020-04-30
445. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2018-08-28 2020-05-20
4629.63 VANGUARD FIXED INCOME SECS FD SHORT TERM CORP FD ADMIRAL SHS   2019-09-20 2020-05-21
4868. ISHARES CORE MSCI EAFE ETF   2020-03-19 2020-05-26
465. INTEL CORPORATION COMMON STOCK   2018-02-22 2020-08-04
1675. INTEL CORPORATION COMMON STOCK   2020-04-30 2020-08-04
340. BANK AMERICA CORP COMMON STOCK   2019-09-20 2020-09-03
350. BANK AMERICA CORP COMMON STOCK   2019-03-21 2020-09-03
1530. DELTA AIR LINES INC   2020-04-30 2020-09-03
585. DUNKIN' BRANDS GROUP INC   2020-04-30 2020-09-03
1580. EXXON MOBIL CORP COMMON STOCK   2020-04-30 2020-09-03
110. GOLDMAN SACHS GROUP INC COMMON STOCK   2020-04-30 2020-09-03
30. LOCKHEED MARTIN CORP   2020-04-30 2020-09-03
800. MORGAN STANLEY GROUP INC DEAN   2019-02-21 2020-09-03
1195. ONEOK INC NEW COMMON STOCK   2020-04-30 2020-09-03
100000. ALABAMA POWER CO 3.375% 01 OCT 2020   2016-11-15 2020-10-01
20. ADOBE SYSTEMS INC COMMON STOCK   2020-04-30 2020-11-17
150. ALBERTSONS COS INC - CLASS A   2020-09-03 2020-11-17
110. BALL CORPORATION COMMON STOCK   2020-04-30 2020-11-17
20. BERKSHIRE HATHAWAY INC-CL B   2020-04-30 2020-11-17
10. BLACKROCK INC   2020-04-30 2020-11-17
12701.867 BLACKROCK STRAT INC OPP-INST   2019-07-18 2020-11-17
43.231 BLACKROCK STRAT INC OPP-INST   2019-12-23 2020-11-17
40. BOEING COMPANY COMMON STOCK   2020-04-30 2020-11-17
310. COMCAST CORP-CLASS A   2020-04-30 2020-11-17
20. COSTCO WHSL CORP NEW COMMON STOCK   2020-04-30 2020-11-17
140. DELTA AIR LINES INC   2020-04-30 2020-11-17
60. WALT DISNEY CO.   2020-04-30 2020-11-17
545. FORTINET INC   2018-02-22 2020-11-17
20. HOME DEPOT INC COMMON STOCK   2020-04-30 2020-11-17
50. MARRIOTT INTERNATIONAL INC NEW COMMON STOCK CLASS A   2020-04-30 2020-11-17
20. MORGAN STANLEY GROUP INC DEAN   2019-02-21 2020-11-17
160. NEXTERA ENERGY INC   2020-04-30 2020-11-17
120. PAYPAL HOLDINGS INC   2020-04-30 2020-11-17
20. SALESFORCE.COM INC   2018-09-20 2020-11-17
20. STARBUCKS CORPORATION COMMON STOCK   2020-09-03 2020-11-17
30. TJX COMPANIES INC NEW COMMON STOCK   2020-04-30 2020-11-17
10. TARGET CORP COMMON STOCK   2020-09-03 2020-11-17
10. TEXAS INSTRUMENTS INC COMMON STOCK   2020-08-04 2020-11-17
40. THERMO ELECTRON CORPORATION COMMON STOCK   2020-04-30 2020-11-17
20. UNION PACIFIC CORPORATION   2019-10-20 2020-11-17
10. UNITEDHEALTH GROUP INC COMMON STOCK   2020-04-30 2020-11-17
10. VISA INC-CLASS A SHARES   2020-04-30 2020-11-17
40. WAL-MART STORES INC   2016-10-20 2020-11-17
30. WASTE MANAGEMENT INC DEL COMMON STOCK   2020-04-30 2020-11-17
.9307 VIATRIS INC   2020-04-30 2020-11-25
240. CHEVRON TEXACO INC COMMON STOCK   2020-09-03 2020-12-01
900. COMCAST CORP-CLASS A   2020-04-30 2020-12-01
50. MASTERCARD INC - A   2020-08-04 2020-12-01
1420. PPL CORP   2020-09-03 2020-12-01
200. PROLOGIS INC COM REIT   2020-04-30 2020-12-01
62.6599 VIATRIS INC   2018-03-26 2020-12-01
299.3401 VIATRIS INC   2020-04-30 2020-12-01
455. SPDR S&P MIDCAP 400 ETF TRST   2016-07-25 2020-12-07
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 62,858   26,009 36,849
b 17,670   18,348 -678
c 26,745   23,026 3,719
d 16,610   16,311 299
e 121,073   127,243 -6,170
324,453   324,479 -26
27,152   28,197 -1,045
39,534   35,929 3,605
27,831   21,763 6,068
31,934   34,784 -2,850
12,956   11,570 1,386
26,699   26,794 -95
227,204   296,541 -69,337
24,929   32,454 -7,525
12,067   20,398 -8,331
14,805   23,298 -8,493
16,167   25,929 -9,762
9,942   9,200 742
2,584   3,283 -699
39,187   41,842 -2,655
15,140   16,992 -1,852
8,397   15,794 -7,397
11,629   18,011 -6,382
4,560   5,264 -704
9,177   10,825 -1,648
8,306   23,598 -15,292
134,452   149,884 -15,432
85,533   99,023 -13,490
11,647   13,908 -2,261
37,887   42,594 -4,707
7,887   11,796 -3,909
21,253   20,181 1,072
25,117   19,088 6,029
48,858   48,947 -89
14,797   12,137 2,660
33,359   44,149 -10,790
12,510   16,060 -3,550
20,972   19,654 1,318
87,979   69,007 18,972
44,611   39,168 5,443
32,647   20,871 11,776
41,105   27,563 13,542
47,832   43,859 3,973
40,632   41,969 -1,337
52,022   41,305 10,717
18,076   14,655 3,421
17,724   14,593 3,131
87,513   103,118 -15,605
30,969   56,544 -25,575
15,970   17,744 -1,774
25,588   16,633 8,955
8,771   11,804 -3,033
20,165   17,607 2,558
20,084   10,556 9,528
15,966   19,920 -3,954
55,541   34,420 21,121
19,732   13,534 6,198
14,164   12,555 1,609
71,381   79,441 -8,060
13,549   15,411 -1,862
17,421   20,970 -3,549
13,326   17,738 -4,412
26,653   24,635 2,018
18,024   35,280 -17,256
12,478   24,190 -11,712
16,668   21,952 -5,284
65,429   60,772 4,657
24,536   20,063 4,473
26,190   21,940 4,250
26,246   31,975 -5,729
35,527   39,286 -3,759
14,865   14,573 292
8,226   18,075 -9,849
37,294   29,526 7,768
34,060   18,963 15,097
26,581   25,801 780
66,377   59,027 7,350
34,255   25,238 9,017
29,098   20,265 8,833
18,419   27,036 -8,617
17,626   10,911 6,715
65,842   35,524 30,318
7,893   18,270 -10,377
21,301   16,253 5,048
60,610   57,688 2,922
18,342   18,969 -627
28,782   24,971 3,811
15,936   16,542 -606
35,856   37,232 -1,376
38,555   31,675 6,880
21,885   17,794 4,091
37,017   37,961 -944
38,193   37,677 516
11,076   15,158 -4,082
9,728   12,903 -3,175
18,118   23,273 -5,155
17,459   23,696 -6,237
13,502   14,219 -717
19,145   16,207 2,938
13,524   15,537 -2,013
24,250   20,455 3,795
14,145   15,055 -910
25,503   30,477 -4,974
28,411   25,952 2,459
26,046   25,837 209
23,497   27,562 -4,065
12,332   17,580 -5,248
6,783   20,324 -13,541
23,643   24,183 -540
11,225   15,380 -4,155
10,035   12,082 -2,047
33,309   34,962 -1,653
21,070   15,468 5,602
39,497   25,832 13,665
7,865   11,532 -3,667
8,859   14,456 -5,597
21,595   27,509 -5,914
66,523   66,650 -127
50,000   49,630 370
269,156   214,779 54,377
22,665   21,343 1,322
81,644   100,817 -19,173
8,738   10,127 -1,389
8,995   9,872 -877
47,995   39,978 8,017
44,908   36,546 8,362
61,988   73,121 -11,133
22,892   20,223 2,669
11,588   11,659 -71
42,144   36,913 5,231
32,348   35,013 -2,665
100,000   104,576 -4,576
9,344   7,056 2,288
2,312   2,041 271
10,599   7,260 3,339
4,612   3,774 838
6,716   5,019 1,697
129,940   126,003 3,937
442   430 12
7,931   5,647 2,284
15,274   11,646 3,628
7,757   6,087 1,670
5,208   3,658 1,550
8,652   6,485 2,167
64,538   26,912 37,626
5,424   4,409 1,015
6,037   4,504 1,533
1,158   837 321
12,380   9,266 3,114
23,176   14,681 8,495
5,103   3,115 1,988
1,945   1,732 213
1,801   1,478 323
1,623   1,466 157
1,558   1,311 247
19,195   13,402 5,793
4,063   3,690 373
3,505   2,900 605
2,100   1,785 315
6,083   2,750 3,333
3,626   2,999 627
16   15 1
20,984   19,930 1,054
45,948   33,812 12,136
16,985   15,333 1,652
40,205   40,100 105
20,162   17,643 2,519
1,057   906 151
5,050   4,817 233
185,886   127,895 57,991
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
      36,471
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       36,849
b       -678
c       3,719
d       299
e       -6,170
      -26
      -1,045
      3,605
      6,068
      -2,850
      1,386
      -95
      -69,337
      -7,525
      -8,331
      -8,493
      -9,762
      742
      -699
      -2,655
      -1,852
      -7,397
      -6,382
      -704
      -1,648
      -15,292
      -15,432
      -13,490
      -2,261
      -4,707
      -3,909
      1,072
      6,029
      -89
      2,660
      -10,790
      -3,550
      1,318
      18,972
      5,443
      11,776
      13,542
      3,973
      -1,337
      10,717
      3,421
      3,131
      -15,605
      -25,575
      -1,774
      8,955
      -3,033
      2,558
      9,528
      -3,954
      21,121
      6,198
      1,609
      -8,060
      -1,862
      -3,549
      -4,412
      2,018
      -17,256
      -11,712
      -5,284
      4,657
      4,473
      4,250
      -5,729
      -3,759
      292
      -9,849
      7,768
      15,097
      780
      7,350
      9,017
      8,833
      -8,617
      6,715
      30,318
      -10,377
      5,048
      2,922
      -627
      3,811
      -606
      -1,376
      6,880
      4,091
      -944
      516
      -4,082
      -3,175
      -5,155
      -6,237
      -717
      2,938
      -2,013
      3,795
      -910
      -4,974
      2,459
      209
      -4,065
      -5,248
      -13,541
      -540
      -4,155
      -2,047
      -1,653
      5,602
      13,665
      -3,667
      -5,597
      -5,914
      -127
      370
      54,377
      1,322
      -19,173
      -1,389
      -877
      8,017
      8,362
      -11,133
      2,669
      -71
      5,231
      -2,665
      -4,576
      2,288
      271
      3,339
      838
      1,697
      3,937
      12
      2,284
      3,628
      1,670
      1,550
      2,167
      37,626
      1,015
      1,533
      321
      3,114
      8,495
      1,988
      213
      323
      157
      247
      5,793
      373
      605
      315
      3,333
      627
      1
      1,054
      12,136
      1,652
      105
      2,519
      151
      233
      57,991
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 158,096
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 4,104
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 4,104
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 4,104
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,963
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,963
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 2,141
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbullet  
    14
    The books are in care ofbulletHECTOR AHUMADA, C/O BMO HARRIS BANK Telephone no.bullet (312) 461-5154

    Located atbullet111 W MONROE ST TAX DIVISION 12WCHICAGOIL ZIP+4bullet60603
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 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
    BMO HARRIS BANK N A TRUSTEE
    2     		80,067    
    111 W MONROE TAX DIV 12W
    CHICAGO,IL60603
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (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
    8,096,567
    b
    Average of monthly cash balances.......................
    1b
    139,920
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,236,487
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,236,487
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    123,547
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,112,940
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    405,647
    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
    405,647
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,104
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,104
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    401,543
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    5,000
    5
    Add lines 3 and 4............................
    5
    406,543
    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
    406,543
    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
    391,049
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    391,049
    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
    391,049
    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 7 406,543
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 348,303
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 391,049
    a Applied to 2019, but not more than line 2a 348,303
    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..... 42,746
    e Remaining amount distributed out of corpus 0
    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 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 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 ..........     		363,797
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MAX GOLDENBERG FOUNDATION CO BMO H
    111 W MONROE ST TAX DIVISION 12W
    CHICAGO,IL60603
    (312) 461-5154
    bThe form in which applications should be submitted and information and materials they should include:
    THE MAX GOLDENBERG FOUNDATION DISTRIBUTES FOR CHARITABLE, EDUCATIONAL, RELIGIOUS AND SCIENTIFIC PURPOSES. PROPOSALS MAY BE SUBMITTED AT ANYTIME IN WRITING TO THE MAX GOLDENBERG ADMINISTRATOR.
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    Form 990-PF (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
    NORTHWESTERN UNIVERSITY
    FEINBERG SCHOOL OF MEDICINE
    420 EAST SUPERIOR STREET
    CHICAGO,IL60611     		NONE PC GENERAL OPERATING PURPOSES 20,000
    NORTH PARK UNIVERSITY
    3225 W FOSTER AVE
    CHICAGO,IL60625     		NONE PC GENERAL OPERATING PURPOSES 25,000
    MUSEUM OF SCIENCE AND INDUSTRY
    5700 SOUTH LAKE SHORE DRIVE
    CHICAGO,IL60637     		NONE PC GENERAL OPERATING PURPOSES 5,000
    THE CHICAGO LIGHTHOUSE
    FOR THE BLIND
    1850 WEST ROOSEVELT ROAD
    CHICAGO,IL60608     		NONE PC GENERAL OPERATING PURPOSES 5,000
    JEWISH FEDERATION OF
    METROPOLITAN CHICAGO
    30 S WELLS ST
    CHICAGO,IL60606     		NONE PC GENERAL OPERATING PURPOSES 13,500
    ROOSEVELT UNIVERSITY
    430 S MICHIGAN AVE
    CHICAGO,IL60605     		NONE PC GENERAL OPERATING PURPOSES 20,000
    UNIVERSITY OF THE CUMBERLANDS
    6180 COLLEGE STATION DR
    WILLIAMSBURG,KY40769     		NONE PC GENERAL OPERATING PURPOSES 10,000
    CATHOLIC CHARITIES OF CHICAGO
    ARCHDIOCESE OF CHICAGO
    721 N LASALLE
    CHICAGO,IL60610     		NONE PC GENERAL OPERATING PURPOSES 5,500
    THE ARK FOOD PANTRY
    6450 N CALIFORNIA AVE
    CHICAGO,IL60645     		NONE PC GENERAL OPERATING PURPOSES 10,000
    SAINT XAVIER UNIVERSITY
    3700 W 103RD ST
    CHICAGO,IL60655     		NONE PC GENERAL OPERATING PURPOSES 20,000
    AMERICAN HEART ASSOCIATION
    300 S RIVERSIDE PLAZA
    CHICAGO,IL60606     		NONE PC GENERAL OPERATING PURPOSES 20,000
    METROPOLITAN FAMILY SERVICES
    ONE NORTH DEARBORN 10TH FL
    CHICAGO,IL606024322     		NONE PC GENERAL OPERATING PURPOSES 10,000
    AMERICAN DIABETES FOUNDATION
    2451 CRYSTAL DR SUITE 900
    ARLINGTON,VA22202     		NONE PC GENERAL OPERATING PURPOSES 10,000
    OUR LADY OF TEPEYAC
    2226 S WHIPPLE STREET
    CHICAGO,IL60623     		NONE PC GENERAL OPERATING PURPOSES 2,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON STREET
    DENVER,CO80206     		NONE PC GENERAL OPERATING PURPOSES 20,000
    ILLINOIS HOLOCAUST MUSEUM & EDUCATION
    CENTER
    9603 WOODS DR
    SKOKIE,IL60077     		NONE PC GENERAL OPERATING PURPOSES 5,000
    OPERATION BLESSING OF SOUTHWEST
    CHICAGOLAND
    4901 W 128TH PL
    ALSIP,IL60803     		NONE PC GENERAL OPERATING PURPOSES 3,000
    CANCER RESEARCH INSTITUTE
    29 BROADWAY FL 4
    NEW YORK,NY10006     		NONE PC GENERAL OPERATING PURPOSES 2,000
    AMERICAN BRAIN TUMOR ASSOCIATION
    8550 W BRYN MAWR AVE
    CHICAGO,IL60631     		NONE PC GENERAL OPERATING PURPOSES 5,000
    CHRISTOPHER HOUSE
    5235 W BELDEN AVE
    CHICAGO,IL60639     		NONE PC GENERAL OPERATING PURPOSES 2,000
    SECOND SENSE
    65 E WACKER PL STE 1010
    CHICAGO,IL60601     		NONE PC GENERAL OPERATING PURPOSES 3,000
    PROVIDENCE ST MEL SCHOOL
    119 SOUTH CENTRAL PARK BLVD
    CHICAGO,IL60624     		NONE PC GENERAL OPERATING PURPOSES 5,000
    ALICE LLOYD COLLEGE
    100 PURPOSE ROAD
    PIPPA PASSES,KY41844     		NONE PC GENERAL OPERATING PURPOSES 5,000
    CJE SENIOR LIFE
    3003 W TOUHY AVE
    CHICAGO,IL60645     		NONE PC GENERAL OPERATING PURPOSES 15,000
    LYRIC OPERA OF CHICAGO
    20 N WACKER DRIVE 860
    CHICAGO,IL60606     		NONE PC GENERAL OPERATING PURPOSES 2,000
    NORTH SIDE HOUSING AND SUPPORTIVE
    SERVICES
    4410 N RAVENSWOOD SUITE 101
    CHICAGO,IL60640     		NONE PC GENERAL OPERATING PURPOSES 5,000
    UNIVERSITY OF SOUTH FLORIDA FOUNDATION
    3802 SPECTRUM BOULEVARD NO 100
    TAMPA,FL33612     		NONE PC GENERAL OPERATING PURPOSES 10,000
    INFANT WELFARE SOCIETY OF CHICAGO
    3600 W FULLERTON AVE
    Chicago,IL60647     		NONE PC PROGRAM SUPPORT 4,000
    THE NIGHT MINISTRY
    1735 N ASHLAND AVE STE 2000
    CHICAGO,IL60622     		NONE PC PROGRAM SUPPORT 1,000
    ANIT-DEFAMATION LEAGUE
    120 S LASALLE ST
    CHICAGO,IL60603     		NONE PC PROGRAM SUPPORT 5,000
    LEVI HOSPITAL
    5616 N WESTERN AVE
    CHICAGO,IL60659     		NONE PC PROGRAM SUPPORT 10,000
    MAXWELL STREET FOUNDATION
    4025 HARVARD TERRACE
    Skokie,IL60076     		NONE PC PROGRAM SUPPORT 2,000
    ANN & ROBERT LURIE CHILDRENS HOSPITAL
    225 E CHICAGO AVE
    CHICAGO,IL60611     		NONE PC PROGRAM SUPPORT 20,000
    KOHL CHILDRENS MUSEUM
    2100 PATRIOT BLVD
    Glenview,IL60026     		NONE PC PROGRAM SUPPORT 4,000
    COMMUNITY CLINIC OF OLD IRVING PARK
    5425 W ADDISON ST
    Chicago,IL60641     		NONE PC PROGRAM SUPPORT 3,000
    LOYOLA UNIVERSITY OF CHICAGO
    1032 W SHERIDAN RD
    CHICAGO,IL60660     		NONE PC PROGRAM SUPPORT 20,000
    AMERICAN CANCER SOCIETY
    225 MICHIGAN AVE 1200
    CHICAGO,IL60601     		NONE PC PROGRAM SUPPORT 20,000
    OAK PARK RIVER FOREST
    INFANT WELFARE SOCIETY
    320 LAKE ST
    OAK PARK,IL60302     		NONE PC GENERAL OPERATING PURPOSES 4,000
    Total .................................bullet 3a 351,000
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		         
    4 Dividends and interest from securities....     14 177,627  
    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 ............     		    18 158,096  
    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)..   335,723  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    335,723
    (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

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    GOLDENBERG MAX TW M G FOUNDATION
    EIN:
    36-2471625
    Name of Bond End of Year Book Value End of Year Fair Market Value
    010392FC7 ALABAMA POWER CO 3.3    
    023135AM8 AMAZON.COM INC 3.3% 103,775 102,305
    375558AU7 GILEAD SCIENCES INC 102,632 102,740
    404280AN9 HSBC HOLDINGS PLC 4% 101,408 104,510
    446150AJ3 HUNTINGTON BANCSHARE 102,714 100,309
    571748BF8 MARSH & MCLENNAN COS 88,342 88,237
    718172BU2 PHILIP MORRIS INTL I 83,170 83,120
    87612EBL9 TARGET CORP 2.25% 15 53,226 53,523

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GOLDENBERG MAX TW M G FOUNDATION
    EIN:
    36-2471625
    Name of Stock End of Year Book Value End of Year Fair Market Value
    001084102 AGCO CORP    
    00130H105 AES CORP    
    00508Y102 ACUITY BRANDS INC    
    00971T101 AKAMAI TECHNOLOGIES    
    015351109 ALEXION PHARMACEUTIC    
    01973R101 ALLISON TRANSMISSION    
    020002101 ALLSTATE CORP    
    02079K107 ALPHABET INC-CL C 19,095 105,113
    02079K305 ALPHABET INC-CL A 8,032 78,869
    023135106 AMAZON.COM INC 59,045 276,839
    025816109 AMERICAN EXPRESS CO    
    031162100 AMGEN INC    
    037833100 APPLE INC 76,336 371,532
    053332102 AUTOZONE INC    
    060505104 BANK OF AMERICA CORP 114,321 141,699
    071813109 BAXTER INTERNATIONAL    
    08579W103 BERRY GLOBAL GROUP I    
    11135F101 BROADCOM INC    
    127097103 CABOT OIL & GAS CORP    
    149123101 CATERPILLAR INC    
    156782104 CERNER CORP    
    169656105 CHIPOTLE MEXICAN GRI    
    17275R102 CISCO SYSTEMS INC 75,950 97,331
    172967424 CITIGROUP INC    
    174610105 CITIZENS FINANCIAL G    
    20030N101 COMCAST CORP-CLASS A 20,322 67,334
    20825C104 CONOCOPHILLIPS    
    22160N109 COSTAR GROUP INC    
    231561101 CURTISS-WRIGHT CORP    
    235851102 DANAHER CORP    
    254709108 DISCOVER FINANCIAL S    
    25470F104 DISCOVERY INC - A    
    256677105 DOLLAR GENERAL CORP    
    28176E108 EDWARDS LIFESCIENCES    
    30161N101 EXELON CORP    
    30212P303 EXPEDIA GROUP INC    
    30303M102 FACEBOOK INC-CLASS A    
    315616102 F5 NETWORKS INC    
    339041105 FLEETCOR TECHNOLOGIE    
    34959E109 FORTINET INC    
    384802104 WW GRAINGER INC    
    40412C101 HCA HEALTHCARE INC    
    423452101 HELMERICH & PAYNE    
    427866108 HERSHEY CO/THE    
    431475102 HILL-ROM HOLDINGS IN    
    43300A203 HILTON WORLDWIDE HOL    
    436440101 HOLOGIC INC    
    458140100 INTEL CORP    
    482480100 KLA CORP    
    512807108 LAM RESEARCH CORP    
    518439104 ESTEE LAUDER COMPANI    
    532457108 ELI LILLY & CO    
    548661107 LOWE'S COS INC    
    56585A102 MARATHON PETROLEUM C    
    574599106 MASCO CORP    
    57636Q104 MASTERCARD INC - A 28,115 44,618
    58933Y105 MERCK & CO. INC.    
    594918104 MICROSOFT CORP 76,109 261,344
    617446448 MORGAN STANLEY 59,652 103,480
    64110D104 NETAPP INC    
    654106103 NIKE INC -CL B    
    68389X105 ORACLE CORP    
    697435105 PALO ALTO NETWORKS I    
    713448108 PEPSICO INC    
    717081103 PFIZER INC 104,034 107,669
    737446104 POST HOLDINGS INC    
    745867101 PULTEGROUP INC    
    751212101 RALPH LAUREN CORP    
    754730109 RAYMOND JAMES FINANC    
    758750103 REGAL BELOIT CORP    
    759351604 REINSURANCE GROUP OF    
    79466L302 SALESFORCE.COM INC 49,697 76,773
    81762P102 SERVICENOW INC    
    844741108 SOUTHWEST AIRLINES C    
    85208M102 SPROUTS FARMERS MARK    
    855244109 STARBUCKS CORP 38,108 47,071
    858119100 STEEL DYNAMICS INC    
    871829107 SYSCO CORP    
    874054109 TAKE-TWO INTERACTIVE    
    87612E106 TARGET CORP 38,118 45,898
    89417E109 TRAVELERS COS INC/TH    
    907818108 UNION PACIFIC CORP 34,564 43,726
    910047109 UNITED AIRLINES HOLD    
    911363109 UNITED RENTALS INC    
    913903100 UNIVERSAL HEALTH SER    
    920253101 VALMONT INDUSTRIES    
    92532F100 VERTEX PHARMACEUTICA    
    92826C839 VISA INC-CLASS A SHA 105,581 178,265
    931142103 WALMART INC 33,976 81,445
    989701107 ZIONS BANCORP NA    
    G50871105 JAZZ PHARMACEUTICALS    
    00206R102 AT&T INC 35,775 34,800
    00507V109 ACTIVISION BLIZZARD 36,713 53,389
    00724F101 ADOBE INC 67,035 95,023
    013091103 ALBERTSONS COS INC - 38,092 49,224
    058498106 BALL CORP 29,701 41,931
    084670702 BERKSHIRE HATHAWAY I 69,817 85,792
    09247X101 BLACKROCK INC 32,623 46,900
    097023105 BOEING CO/THE 31,061 47,093
    166764100 CHEVRON CORP 61,450 62,493
    191216100 COCA-COLA CO/THE 36,671 43,872
    22160K105 COSTCO WHOLESALE COR 104,995 129,989
    247361702 DELTA AIR LINES INC 30,049 46,242
    254687106 WALT DISNEY CO/THE 48,640 81,531
    278865100 ECOLAB INC 55,159 61,663
    375558103 GILEAD SCIENCES INC 90,443 64,377
    38141G104 GOLDMAN SACHS GROUP 70,782 101,528
    437076102 HOME DEPOT INC 50,704 61,093
    478160104 JOHNSON & JOHNSON 72,425 77,903
    539830109 LOCKHEED MARTIN CORP 79,673 72,771
    550021109 LULULEMON ATHLETICA 55,649 85,267
    571903202 MARRIOTT INTERNATION 31,978 46,832
    64110L106 NETFLIX INC 110,436 143,293
    65339F101 NEXTERA ENERGY INC 64,864 86,408
    67066G104 NVIDIA CORP 41,664 41,776
    70450Y103 PAYPAL HOLDINGS INC 96,647 185,018
    872540109 TJX COMPANIES INC 35,226 48,827
    882508104 TEXAS INSTRUMENTS IN 90,443 113,250
    883556102 THERMO FISHER SCIENT 60,311 83,840
    88579Y101 3M CO 65,157 66,420
    91324P102 UNITEDHEALTH GROUP I 107,289 129,752
    94106L109 WASTE MANAGEMENT INC 70,976 83,730
    G5960L103 MEDTRONIC PLC 58,849 65,598

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    GOLDENBERG MAX TW M G FOUNDATION
    EIN:
    36-2471625
    US Government Securities - End of Year Book Value:

    78,672
    US Government Securities - End of Year Fair Market Value:

    79,171
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 OtherAssetsSchedule
    Name:
    GOLDENBERG MAX TW M G FOUNDATION
    EIN:
    36-2471625
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PURCHASE INTEREST CARRYOVER   0 0
    UNSETTLED SALES   0 0
    00766Y513 CHAMPLAIN MID CAP FU 535,819 574,179 892,497
    00770G847 JOHCM INTERNATIONAL 129,839 171,064 252,175
    04314H717 ARTISAN HIGH INCOME- 220,175 0 0
    09260B382 BLACKROCK STRAT INC 288,583 162,541 171,134
    23283R100 CYRUSONE INC 17,774 0 0
    29476L107 EQUITY RESIDENTIAL 36,381 0 0
    XXX-XX-XXXX ESSEX PROPERTY TRUST 42,373 0 0
    30225T102 EXTRA SPACE STORAGE 21,952 0 0
    41664T610 HARTFORD FLOATING RA 376,150 0 0
    46138E511 INVESCO PREFERRED ET 16,311 0 0
    XXX-XX-XXXX ISHARES MSCI EMERGIN 324,479 0 0
    XXX-XX-XXXX ISHARES MSCI EAFE ET 296,541 0 0
    XXX-XX-XXXX LAMAR ADVERTISING CO 27,076 0 0
    XXX-XX-XXXX PIMCO HIGH YIELD FUN 227,141 227,141 233,429
    78462F103 SPDR TRUST SERIES 1 33,179 33,179 59,821
    78464A359 SPDR BBG BARC CONVER 66,941 66,941 104,729
    78467Y107 SPDR S&P MIDCAP 400 202,038 74,143 140,673
    XXX-XX-XXXX VANGUARD I/T INVEST 50,826 52,592 56,619
    XXX-XX-XXXX VANGUARD S/T INVEST 198,766 149,136 156,451
    XXX-XX-XXXX VANGUARD INST INDEX- 34,950 35,864 62,977
    XXX-XX-XXXX VANGUARD TOTAL STOCK 66,650 0 0
    04314H568 ARTISAN HIGH INCOME-   220,175 225,861
    04314H592 ARTISAN DEVELOPING W   349,032 546,493
    XXX-XX-XXXX HARBOR INTL GROWTH-I   225,000 312,477
    46090E103 INVESCO QQQ TRUST SE   66,711 90,671
    XXX-XX-XXXX ISHARES RUSSELL 2000   186,814 194,099
    72202E682 PIMCO PREFER & CAPIT   137,714 138,583
    74340W103 PROLOGIS INC   37,933 42,854


    TY 2020 OtherExpensesSchedule
    Name:
    GOLDENBERG MAX TW M G FOUNDATION
    EIN:
    36-2471625
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 15 0   15


    TY 2020 OtherIncreasesSchedule
    Name:
    GOLDENBERG MAX TW M G FOUNDATION
    EIN:
    36-2471625
    Description Amount
    COST BASIS ADJUSTMENT 2,898
    RECOVERY OF PY QUALIFYING DISTRIBUTIONS 5,000


    TY 2020 TaxesSchedule
    Name:
    GOLDENBERG MAX TW M G FOUNDATION
    EIN:
    36-2471625
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 1,621 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,963 0   0
    FOREIGN TAXES ON QUALIFIED FOR 434 434   0
    FOREIGN TAXES ON NONQUALIFIED 36 36   0