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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
WOLDENBERG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)524 METAIRIE ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
METAIRIE, LA700054308
A Employer identification number

72-6022665
B Telephone number (see instructions)

(504) 847-6078
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$38,356,662
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1 1  
4 Dividends and interest from securities... 325,926 325,926  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,689,200
b Gross sales price for all assets on line 6a 8,791,916
7 Capital gain net income (from Part IV, line 2)... 2,689,200
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)....... -215,720 2,574 0
12 Total. Add lines 1 through 11........ 2,799,407 3,017,701 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 120,000 30,000 0 90,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 2,063 516 0 1,547
b Accounting fees (attach schedule)....... 10,500 2,625 0 7,875
c Other professional fees (attach schedule)....        
17 Interest............... 3,170 3,170 0 0
18 Taxes (attach schedule) (see instructions)... 6,810 4,913 0 1,897
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 217,588 204,936 0 12,652
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 360,131 246,160 0 113,971
25 Contributions, gifts, grants paid....... 3,362,510 3,362,510
26 Total expenses and disbursements. Add lines 24 and 25 3,722,641 246,160 0 3,476,481
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -923,234
b Net investment income (if negative, enter -0-) 2,771,541
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 823,154 647,932 647,932
2 Savings and temporary cash investments......... 1,524,007 511,284 511,284
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) bullet1,734,816
Less: allowance for doubtful accounts bullet0 739,269 1,734,816 1,885,935
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 105,626 68,735 68,735
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 16,013,206 Click to see attachment16,774,589 27,414,326
c Investments—corporate bonds (attach schedule)....... 1,415,180 Click to see attachment400,000 399,488
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,313,003 Click to see attachment4,869,129 7,428,962
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) 25,933,445 25,006,485 38,356,662
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 25,933,445 25,006,485
29 Total net assets or fund balances (see instructions)..... 25,933,445 25,006,485
30 Total liabilities and net assets/fund balances (see instructions). 25,933,445 25,006,485
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
25,933,445
2
Enter amount from Part I, line 27a .....................
2
-923,234
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
25,010,211
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,726
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,006,485
Form 990-PF (2021)
Form 990-PF (2021)
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 PASSTHROUGH FROM K-1 INVESTMENTS P 2021-01-01 2021-12-31
b PASSTHROUGH FROM K-1 INVESTMENTS P 2021-12-30 2021-12-31
c STATE OF ISRAEL P 2019-09-01 2021-09-01
d OAKMARK INTERNATIONAL FUND INVESTOR CL N/L (OAKIX) P 2019-07-23 2021-01-11
e OAKMARK INTERNATIONAL FUND INVESTOR CL N/L (OAKIX) P 2019-07-23 2021-01-22
OAKMARK INTERNATIONAL FUND INVESTOR CL N/L (OAKIX) P 2019-07-23 2021-02-12
OAKMARK INTERNATIONAL FUND INVESTOR CL N/L (OAKIX) P 2019-07-23 2021-02-26
OAKMARK INTERNATIONAL FUND INVESTOR CL N/L (OAKIX) P 2019-07-23 2021-03-15
OAKMARK INTERNATIONAL FUND INVESTOR CL N/L (OAKIX) P 2019-07-23 2021-04-01
OAKMARK INTERNATIONAL FUND INVESTOR CL N/L (OAKIX) P 2019-07-23 2021-04-15
OAKMARK INTERNATIONAL FUND INVESTOR CL N/L (OAKIX) P 2019-07-23 2021-04-30
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL SHARES N/L (QFVIX) P 2019-07-23 2021-01-11
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL SHARES N/L (QFVIX) P 2019-07-23 2021-01-22
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL SHARES N/L (QFVIX) P 2019-07-23 2021-02-12
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL SHARES N/L (QFVIX) P 2019-07-23 2021-02-26
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL SHARES N/L (QFVIX) P 2019-07-23 2021-03-15
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL SHARES N/L (QFVIX) P 2019-07-23 2021-04-01
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL SHARES N/L (QFVIX) P 2019-07-23 2021-04-15
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL SHARES N/L (QFVIX) P 2019-07-23 2021-04-30
ALPHABET INCORPORATED CAP STK CLASS A (GOOGL) P 2020-09-25 2021-04-22
ANALOG DEVICES INCORPORATED (ADI) P 2020-09-25 2021-05-10
ANALOG DEVICES INCORPORATED (ADI) P 2020-09-25 2021-05-13
ANALOG DEVICES INCORPORATED (ADI) P 2020-09-25 2021-08-02
AUTODESK INCORPORATED (ADSK) P 2020-09-25 2021-01-14
BALL CORPORATION (BALL) P 2020-09-25 2021-01-26
BALL CORPORATION (BALL) P 2020-09-25 2021-02-04
BALL CORPORATION (BALL) P 2020-09-25 2021-02-05
BALL CORPORATION (BALL) P 2020-09-25 2021-02-23
BALL CORPORATION (BALL) P 2020-09-25 2021-03-05
BALL CORPORATION (BALL) P 2020-09-25 2021-03-11
BALL CORPORATION (BALL) P 2020-09-25 2021-03-19
BALL CORPORATION (BALL) P 2020-09-25 2021-04-07
BALL CORPORATION (BALL) P 2020-09-25 2021-05-06
BALL CORPORATION (BALL) P 2020-09-25 2021-05-10
BIO RAD LABS INCORPORATED CLASS A (BIO) P 2020-09-25 2021-08-02
BIO RAD LABS INCORPORATED CLASS A (BIO) P 2020-09-25 2021-09-15
CADENCE DESIGN SYSTEM INCORPORATED (CDNS) P 2020-10-29 2021-10-27
CHEGG INCORPORATED (CHGG) P 2021-03-04 2021-11-02
CHEGG INCORPORATED (CHGG) P 2021-03-11 2021-11-02
CHEGG INCORPORATED (CHGG) P 2021-03-19 2021-11-02
CHEGG INCORPORATED (CHGG) P 2021-03-23 2021-11-02
CHEGG INCORPORATED (CHGG) P 2021-04-21 2021-11-02
CHEGG INCORPORATED (CHGG) P 2021-05-05 2021-11-02
CHEGG INCORPORATED (CHGG) P 2021-09-07 2021-11-02
CHEGG INCORPORATED (CHGG) P 2021-09-17 2021-11-02
DYNATRACE INCORPORATED COM NEW (DT) P 2020-09-25 2021-06-15
DYNATRACE INCORPORATED COM NEW (DT) P 2020-09-25 2021-08-05
DYNATRACE INCORPORATED COM NEW (DT) P 2020-09-25 2021-09-15
ECOLAB INCORPORATED (ECL) P 2020-09-25 2021-04-22
ECOLAB INCORPORATED (ECL) P 2020-09-25 2021-05-20
ETSY INCORPORATED (ETSY) P 2020-09-25 2021-01-12
HOME DEPOT INCORPORATED (HD) P 2020-09-25 2021-03-23
HOME DEPOT INCORPORATED (HD) P 2020-09-25 2021-04-07
HOME DEPOT INCORPORATED (HD) P 2020-09-25 2021-04-22
HOME DEPOT INCORPORATED (HD) P 2020-09-25 2021-05-13
MARVELL TECHNOLOGY INCORPORATED (MRVL) P 2020-09-25 2021-08-05
MICROSOFT CORPORATION (MSFT) P 2020-09-25 2021-03-04
MICROSOFT CORPORATION (MSFT) P 2020-09-25 2021-08-25
MONOLITHIC PWR SYSTEMS INCORPORATED (MPWR) P 2020-09-25 2021-04-28
MONOLITHIC PWR SYSTEMS INCORPORATED (MPWR) P 2020-09-25 2021-08-05
NORDSON CORPORATION (NDSN) P 2020-09-25 2021-01-22
NORDSON CORPORATION (NDSN) P 2020-09-25 2021-01-25
NORDSON CORPORATION (NDSN) P 2020-12-16 2021-01-25
STARBUCKS CORPORATION (SBUX) P 2020-09-25 2021-04-20
THERMO FISHER SCIENTIFIC INCORPORATED (TMO) P 2020-09-25 2021-04-20
TYLER TECHNOLOGIES INCORPORATED (TYL) P 2020-09-25 2021-02-09
TYLER TECHNOLOGIES INCORPORATED (TYL) P 2020-09-25 2021-03-04
TYLER TECHNOLOGIES INCORPORATED (TYL) P 2020-10-01 2021-03-04
WEST PHARMACEUTICAL SVSC INCORPORATED (WST) P 2020-09-25 2021-05-27
WEST PHARMACEUTICAL SVSC INCORPORATED (WST) P 2020-09-25 2021-06-02
WEST PHARMACEUTICAL SVSC INCORPORATED (WST) P 2020-09-25 2021-06-10
WEST PHARMACEUTICAL SVSC INCORPORATED (WST) P 2020-09-25 2021-06-15
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN) P 2020-09-25 2021-03-10
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN) P 2020-09-25 2021-05-27
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN) P 2020-09-25 2021-07-30
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN) P 2020-09-25 2021-08-09
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN) P 2020-09-25 2021-08-23
MARVELL TECHNOLOGY GROUP LIMITED ORD (BERMUDA) (MRVL) P 2020-09-25 2021-01-22
BIO RAD LABS INCORPORATED CLASS A (BIO) P 2020-09-25 2021-10-22
BIO RAD LABS INCORPORATED CLASS A (BIO) P 2020-09-25 2021-10-28
BIO RAD LABS INCORPORATED CLASS A (BIO) P 2020-09-25 2021-11-05
CADENCE DESIGN SYSTEM INCORPORATED (CDNS) P 2020-10-29 2021-11-03
DANAHER CORPORATION (DHR) P 2020-09-25 2021-09-28
DYNATRACE INCORPORATED COM NEW (DT) P 2020-09-25 2021-09-28
DYNATRACE INCORPORATED COM NEW (DT) P 2020-09-25 2021-10-08
ETSY INCORPORATED (ETSY) P 2020-09-25 2021-10-18
ETSY INCORPORATED (ETSY) P 2020-09-25 2021-12-10
FORTIVE CORPORATION (FTV) P 2020-09-25 2021-12-28
MARVELL TECHNOLOGY INCORPORATED (MRVL) P 2020-09-25 2021-12-08
MARVELL TECHNOLOGY INCORPORATED (MRVL) P 2020-09-25 2021-12-10
MARVELL TECHNOLOGY INCORPORATED (MRVL) P 2020-09-25 2021-12-16
MICROSOFT CORPORATION (MSFT) P 2020-09-25 2021-11-02
MICROSOFT CORPORATION (MSFT) P 2020-09-25 2021-11-03
WEST PHARMACEUTICAL SVSC INCORPORATED (WST) P 2020-09-25 2021-12-28
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN) P 2020-09-25 2021-10-06
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN) P 2020-09-25 2021-11-19
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN) P 2020-09-25 2021-11-24
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN) P 2020-11-20 2021-11-24
ADOBE SYSTEMS INCORPORATED (ADBE) P 2015-07-27 2021-08-25
ADOBE SYSTEMS INCORPORATED (ADBE) P 2015-07-27 2021-09-09
ADOBE SYSTEMS INCORPORATED (ADBE) P 2015-07-27 2021-12-08
AMAZON COM INCORPORATED (AMZN) P 2016-04-04 2021-03-04
AMAZON COM INCORPORATED (AMZN) P 2016-04-04 2021-12-02
IDEXX LABS INCORPORATED (IDXX) P 2019-02-20 2021-08-04
INTUIT (INTU) P 2020-01-07 2021-03-10
INTUIT (INTU) P 2020-01-07 2021-06-10
INTUIT (INTU) P 2020-01-07 2021-08-25
INTUIT (INTU) P 2020-01-07 2021-11-03
NIKE INCORPORATED CLASS B (NKE) P 2016-05-20 2021-09-16
NIKE INCORPORATED CLASS B (NKE) P 2016-09-28 2021-09-16
SERVICENOW INCORPORATED (NOW) P 2016-06-06 2021-07-30
SERVICENOW INCORPORATED (NOW) P 2016-06-06 2021-09-09
SERVICENOW INCORPORATED (NOW) P 2016-06-06 2021-11-03
UNITEDHEALTH GROUP INCORPORATED (UNH) P 2017-03-21 2021-05-04
VISA INCORPORATED COM CLASS A (V) P 2015-06-26 2021-03-04
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2020-11-16 2021-11-08
DISNEY WALT COMPANY (DIS) P 2020-05-06 2021-04-06
HEXCEL CORPORATION NEW (HXL) P 2020-02-28 2021-02-01
HEXCEL CORPORATION NEW (HXL) P 2020-03-13 2021-02-01
HEXCEL CORPORATION NEW (HXL) P 2020-08-03 2021-02-01
HEXCEL CORPORATION NEW (HXL) P 2020-11-16 2021-02-01
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2012-10-08 2021-03-15
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2012-10-08 2021-05-26
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2020-08-03 2021-11-08
COMCAST CORPORATION NEW CLASS A (CMCSA) P 2018-03-23 2021-04-22
GENERAL ELECTRIC COMPANY COM NEW (GE) P 2018-11-02 2021-08-12
GOLDMAN SACHS GROUP INCORPORATED (GS) P 2018-02-09 2021-05-21
GOLDMAN SACHS GROUP INCORPORATED (GS) P 2018-10-16 2021-05-21
WABTEC (WAB) P 2019-02-26 2021-03-26
WELLS FARGO COMPANY NEW (WFC) P 2018-02-09 2021-06-02
WELLS FARGO COMPANY NEW (WFC) P 2018-02-09 2021-11-15
WELLS FARGO COMPANY NEW (WFC) P 2018-02-09 2021-11-16
WELLS FARGO COMPANY NEW (WFC) P 2018-05-17 2021-11-16
WELLS FARGO COMPANY NEW (WFC) P 2020-06-11 2021-12-22
AON PLC SHS CL A (IRELAND) (AON) P 2012-10-08 2021-12-14
ALPHABET INCORPORATED CAP STK CLASS C (GOOG) P 2012-10-08 2021-07-21
ALPHABET INCORPORATED CAP STK CLASS C (GOOG) P 2012-10-08 2021-08-16
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2015-09-11 2021-05-26
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2015-09-11 2021-06-02
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2016-01-11 2021-06-02
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2016-01-11 2021-06-11
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2016-01-11 2021-07-21
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2016-01-11 2021-09-14
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2016-09-13 2021-09-14
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2017-05-30 2021-09-14
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2017-05-30 2021-11-08
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B) P 2019-04-16 2021-11-08
GENERAL MTRS COMPANY (GM) P 2017-06-21 2021-06-02
MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A (MAR) P 2016-01-15 2021-04-22
MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A (MAR) P 2016-02-24 2021-04-22
WABTEC (WAB) P 2019-05-17 2021-03-26
WABTEC (WAB) P 2019-08-08 2021-03-26
WELLS FARGO COMPANY NEW (WFC) P 2017-05-12 2021-05-25
WELLS FARGO COMPANY NEW (WFC) P 2017-05-12 2021-06-02
WELLS FARGO COMPANY NEW (WFC) P 2017-05-25 2021-06-02
WELLS FARGO COMPANY NEW (WFC) P 2018-12-19 2021-11-16
WELLS FARGO COMPANY NEW (WFC) P 2018-12-19 2021-11-23
WELLS FARGO COMPANY NEW (WFC) P 2019-03-29 2021-11-23
WELLS FARGO COMPANY NEW (WFC) P 2019-03-29 2021-12-22
EHEALTH INCORPORATED (EHTH) P 2021-06-18 2021-11-08
PORCH GROUP INCORPORATED (PRCH) P 2021-08-19 2021-11-03
PARAMOUNT GLOBAL CLASS B COM (PARA) P 2021-03-31 2021-11-03
LIGAND PHARMACEUTICALS INCORPORATED COM NEW (LGND) P 2020-03-06 2021-02-03
EHEALTH INCORPORATED (EHTH) P 2020-08-05 2021-11-08
POOL CORPORATION (POOL) P 2011-03-21 2021-11-03
PROGRESSIVE CORPORATION (PGR) P 2018-02-08 2021-11-03
STRYKER CORPORATION (SYK) P 2020-08-26 2021-11-03
VISA INCORPORATED COM CLASS A (V) P 2011-03-18 2021-04-27
VISA INCORPORATED COM CLASS A (V) P 2011-03-18 2021-11-03
ABIOMED INCORPORATED (ABMD) P 2019-06-27 2021-04-30
ABIOMED INCORPORATED (ABMD) P 2019-06-27 2021-08-03
BANK OF AMERICA CORPORATION MTN FULL CALL ISIN US06051GFZ72 2.503% DUE 10/21 P 2017-04-12 2021-10-21
BANK OF AMERICA CORPORATION - MARKET DISCOUNT P 2017-04-12 2021-10-21
CAESARS ENTERTAINMENT INCORPORATED NEW (CZR) P 2020-01-16 2021-04-27
CAESARS ENTERTAINMENT INCORPORATED NEW (CZR) P 2020-01-16 2021-05-05
CAESARS ENTERTAINMENT INCORPORATED NEW (CZR) P 2020-01-16 2021-11-03
CAESARS ENTERTAINMENT INCORPORATED NEW (CZR) P 2020-06-16 2021-11-03
CELANESE US HOLDINGS LLC NTS ISIN US15089QAC87 5.875% DUE 06/15/2021 (15089Q P 2013-08-13 2021-06-15
EBIX INCORPORATED COM NEW (EBIX) P 2017-06-28 2021-02-23
EHEALTH INCORPORATED (EHTH) P 2020-02-28 2021-11-08
EHEALTH INCORPORATED (EHTH) P 2020-04-08 2021-11-08
EURONET WORLDWIDE INCORPORATED (EEFT) P 2016-12-27 2021-09-30
FIRST HAWAIIAN INCORPORATED (FHB) P 2016-10-12 2021-09-23
HUNT J B TRANS SVCS INCORPORATED (JBHT) P 2020-04-06 2021-11-03
KEARNY FINL CORPORATION MD (KRNY) P 2015-05-20 2021-03-03
KEARNY FINL CORPORATION MD (KRNY) P 2015-05-20 2021-11-03
LIGAND PHARMACEUTICALS INCORPORATED COM NEW (LGND) P 2020-03-06 2021-09-30
LIGAND PHARMACEUTICALS INCORPORATED COM NEW (LGND) P 2020-03-06 2021-11-03
LIGAND PHARMACEUTICALS INCORPORATED COM NEW (LGND) P 2020-03-26 2021-11-03
ON SEMICONDUCTOR CORPORATION (ON) P 2019-07-16 2021-01-25
ON SEMICONDUCTOR CORPORATION (ON) P 2019-07-16 2021-08-03
ON SEMICONDUCTOR CORPORATION (ON) P 2019-07-16 2021-11-03
POOL CORPORATION (POOL) P 2010-06-14 2021-07-20
POOL CORPORATION (POOL) P 2010-06-14 2021-11-03
ROPER TECHNOLOGIES INCORPORATED (ROP) P 2018-12-28 2021-11-03
STRYKER CORPORATION (SYK) P 2020-04-03 2021-11-03
STERIS PLC SHS USD (IRELAND) (STE) P 2016-07-07 2021-11-03
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a     722,097 -722,097
b 703,485     703,485
c 200,000   200,000 0
d 24,980   21,748 3,232
e 24,980   21,618 3,362
24,980   21,007 3,973
24,980   20,856 4,124
24,980   20,181 4,799
24,980   20,167 4,813
24,980   19,789 5,191
24,980   19,864 5,116
25,000   22,685 2,315
25,000   22,774 2,226
25,000   22,404 2,596
25,000   22,290 2,710
25,000   21,346 3,654
25,000   21,450 3,550
25,000   20,870 4,130
25,000   21,225 3,775
11,268   7,180 4,088
66,816   49,556 17,260
13,231   10,183 3,048
8,841   5,883 2,958
6,523   4,759 1,764
5,447   4,972 475
8,109   7,499 610
13,927   12,798 1,129
13,213   12,472 741
17,663   17,526 137
19,298   18,749 549
11,565   11,575 -10
6,719   6,358 361
9,618   8,722 896
31,631   28,612 3,019
8,832   6,054 2,778
9,514   6,054 3,460
6,124   4,103 2,021
22,952   63,098 -40,146
2,757   7,707 -4,950
1,378   3,953 -2,575
4,199   11,896 -7,697
5,257   15,177 -9,920
4,937   13,349 -8,412
6,507   17,179 -10,672
7,277   17,755 -10,478
13,333   10,042 3,291
15,973   10,207 5,766
9,001   5,248 3,753
9,089   8,045 1,044
17,143   15,698 1,445
20,118   11,436 8,682
20,970   19,362 1,608
7,173   6,185 988
11,213   9,412 1,801
15,630   12,908 2,722
15,453   9,604 5,849
12,883   11,615 1,268
7,823   5,393 2,430
7,544   5,303 2,241
17,020   9,811 7,209
55,508   53,458 2,050
43,106   41,924 1,182
12,047   12,470 -423
9,941   7,224 2,717
20,374   17,772 2,602
57,418   46,914 10,504
25,739   21,387 4,352
7,473   6,459 1,014
5,535   4,309 1,226
20,738   16,698 4,040
7,507   5,925 1,582
6,513   5,117 1,396
13,044   10,835 2,209
6,804   5,099 1,705
39,107   26,132 12,975
15,362   10,198 5,164
18,370   11,685 6,685
19,233   13,817 5,416
8,238   5,550 2,688
9,184   6,054 3,130
12,903   9,082 3,821
10,689   6,875 3,814
2,711   1,863 848
6,786   4,091 2,695
19,200   10,992 8,208
12,275   6,367 5,908
9,806   5,188 4,618
9,523   7,928 1,595
34,703   14,386 20,317
11,479   4,935 6,544
8,183   3,720 4,463
15,631   9,748 5,883
8,286   5,185 3,101
9,727   5,656 4,071
16,171   10,623 5,548
9,707   5,524 4,183
16,260   9,560 6,700
9,394   6,349 3,045
7,814   962 6,852
7,933   962 6,971
14,217   1,763 12,454
9,112   1,782 7,330
13,689   2,377 11,312
17,463   5,281 12,182
11,908   8,285 3,623
8,480   4,811 3,669
6,617   3,207 3,410
25,272   10,957 14,315
10,878   3,901 6,977
4,730   1,637 3,093
5,283   667 4,616
9,101   1,037 8,064
10,246   1,111 9,135
14,347   5,877 8,470
6,897   2,200 4,697
3,194   2,559 635
65,073   35,149 29,924
20,631   19,764 867
4,703   4,996 -293
5,058   4,144 914
177   204 -27
158,525   56,027 102,498
28,452   8,946 19,506
11,904   8,111 3,793
134,503   82,255 52,248
26   19 7
62,252   41,851 20,401
50,534   30,113 20,421
3,746   3,747 -1
44,311   52,679 -8,368
29,849   32,353 -2,504
11,279   12,418 -1,139
16,186   17,355 -1,169
33,343   18,637 14,706
123,364   22,658 100,706
44,618   6,391 38,227
63,746   8,647 55,099
29,315   13,365 15,950
57,454   25,944 31,510
1,451   638 813
29,248   13,024 16,224
58,697   26,815 31,882
36,847   16,983 19,864
62,336   32,927 29,409
52,639   31,384 21,255
2,904   1,652 1,252
44,714   32,531 12,183
59,767   34,300 25,467
6,470   2,683 3,787
45,287   20,625 24,662
44,870   38,304 6,566
37,769   34,820 2,949
57,033   64,811 -7,778
7,307   8,267 -960
7,026   7,930 -904
15,326   13,837 1,489
40,774   36,350 4,424
23,921   22,507 1,414
52,246   52,484 -238
12,736   25,687 -12,951
61,823   45,220 16,603
56,263   67,916 -11,653
184,555   108,601 75,954
28,848   69,535 -40,687
36,472   1,708 34,764
161,296   90,271 71,025
29,809   20,681 9,128
321,599   25,002 296,597
78,132   6,697 71,435
81,110   64,196 16,914
144,957   112,985 31,972
500,000   492,680 7,320
    5,907 -5,907
262,222   155,532 106,690
31,966   18,544 13,422
38,196   20,339 17,857
49,430   18,222 31,208
500,000   500,000 0
30,756   70,083 -39,327
27,927   104,372 -76,445
10,127   32,552 -22,425
73,859   42,046 31,813
150,999   143,331 7,668
150,077   71,826 78,251
61,660   57,041 4,619
13,780   10,742 3,038
45,018   33,256 11,762
31,147   20,265 10,882
48,717   21,217 27,500
41,926   22,706 19,220
57,503   25,950 31,553
196,766   68,321 128,445
192,950   10,351 182,599
58,561   2,776 55,785
156,961   87,006 69,955
127,366   69,278 58,088
193,353   58,945 134,408
218,218     218,218
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       -722,097
b       703,485
c       0
d       3,232
e       3,362
      3,973
      4,124
      4,799
      4,813
      5,191
      5,116
      2,315
      2,226
      2,596
      2,710
      3,654
      3,550
      4,130
      3,775
      4,088
      17,260
      3,048
      2,958
      1,764
      475
      610
      1,129
      741
      137
      549
      -10
      361
      896
      3,019
      2,778
      3,460
      2,021
      -40,146
      -4,950
      -2,575
      -7,697
      -9,920
      -8,412
      -10,672
      -10,478
      3,291
      5,766
      3,753
      1,044
      1,445
      8,682
      1,608
      988
      1,801
      2,722
      5,849
      1,268
      2,430
      2,241
      7,209
      2,050
      1,182
      -423
      2,717
      2,602
      10,504
      4,352
      1,014
      1,226
      4,040
      1,582
      1,396
      2,209
      1,705
      12,975
      5,164
      6,685
      5,416
      2,688
      3,130
      3,821
      3,814
      848
      2,695
      8,208
      5,908
      4,618
      1,595
      20,317
      6,544
      4,463
      5,883
      3,101
      4,071
      5,548
      4,183
      6,700
      3,045
      6,852
      6,971
      12,454
      7,330
      11,312
      12,182
      3,623
      3,669
      3,410
      14,315
      6,977
      3,093
      4,616
      8,064
      9,135
      8,470
      4,697
      635
      29,924
      867
      -293
      914
      -27
      102,498
      19,506
      3,793
      52,248
      7
      20,401
      20,421
      -1
      -8,368
      -2,504
      -1,139
      -1,169
      14,706
      100,706
      38,227
      55,099
      15,950
      31,510
      813
      16,224
      31,882
      19,864
      29,409
      21,255
      1,252
      12,183
      25,467
      3,787
      24,662
      6,566
      2,949
      -7,778
      -960
      -904
      1,489
      4,424
      1,414
      -238
      -12,951
      16,603
      -11,653
      75,954
      -40,687
      34,764
      71,025
      9,128
      296,597
      71,435
      16,914
      31,972
      7,320
      -5,907
      106,690
      13,422
      17,857
      31,208
      0
      -39,327
      -76,445
      -22,425
      31,813
      7,668
      78,251
      4,619
      3,038
      11,762
      10,882
      27,500
      19,220
      31,553
      128,445
      182,599
      55,785
      69,955
      58,088
      134,408
      218,218
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 2,689,200
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 38,524
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 38,524
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 49,375
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 49,375
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 10,851
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet10,851 RefundedBullet 11 0
Part VI-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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletLA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletWWW.GOLDRINGFOUNDATION.COM
    14
    The books are in care ofbulletEXECUTIVE DIRECTOR Telephone no.bullet (504) 849-6078

    Located atbullet524 METAIRIE ROADMETAIRIELA ZIP+4bullet700054308
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    3b
     
    No
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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
    WILLIAM A GOLDRING PRESIDENT
    2.00
    0 0 0
    524 METAIRIE ROAD
    METAIRIE,LA700054308
    JEFFREY B GOLDRING VICE PRESIDENT
    2.00
    0 0 0
    524 METAIRIE ROAD
    METAIRIE,LA700054308
    ROBERT STEEG VICE PRESIDENT
    2.00
    30,000 0 0
    1620 STATE STREET
    NEW ORLEANS,LA70118
    MARK HALPERN VICE PRESIDENT
    2.00
    30,000 0 0
    290 NW 165TH STREET PENTHOUSE 1
    MIAMI,FL33169
    MINETTE BROWN VICE PRESIDENT
    2.00
    60,000 0 0
    81260 CORTE COMPRAS
    INDIO,CA92203
    PAUL L FINE TREASURER
    5.00
    0 0 0
    524 METAIRIE ROAD
    METAIRIE,LA700054308
    LISA B WILLIAMS SECRETARY
    20.00
    0 0 0
    524 METAIRIE ROAD
    METAIRIE,LA700054308
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    MINETTE BROWN VICE PRESIDENT 60,000
    81260 CORTE COMPRAS
    INDIO,CA92203
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 DONATIONS FOR EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 1,030,643
    2 DONATIONS FOR JEWISH CAUSES 922,145
    3 DONATIONS FOR HEALTH 462,000
    4 DONATIONS FOR SCHOLARSHIPS 327,000
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    36,304,606
    b
    Average of monthly cash balances.......................
    1b
    855,281
    c
    Fair market value of all other assets (see instructions)................
    1c
    68,735
    d
    Total (add lines 1a, b, and c).........................
    1d
    37,228,622
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) Click to see attachment.............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    37,228,622
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    558,429
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    36,670,193
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,833,510
    Part X
    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 IX, line 6..................
    1
    1,833,510
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    38,524
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    38,524
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,794,986
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,794,986
    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 XII, line 1 ...
    7
    1,794,986
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,794,986
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 697,907
    b From 2017...... 948,794
    c From 2018...... 1,213,888
    d From 2019...... 1,657,381
    e From 2020...... 831,870
    f Total of lines 3a through e ........ 5,349,840
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,476,481
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    Click to see attachment0
    d Applied to 2021 distributable amount..... 1,794,986
    e Remaining amount distributed out of corpus 1,681,495
    5 Excess distributions carryover applied to 2021. 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 7,031,335
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    697,907
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    6,333,428
    10 Analysis of line 9:
    a Excess from 2017.... 948,794
    b Excess from 2018.... 1,213,888
    c Excess from 2019.... 1,657,381
    d Excess from 2020.... 831,870
    e Excess from 2021.... 1,681,495
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    LISA B WILLIAMS
    524 METAIRIE ROAD
    METAIRIE,LA700054308
    (504) 849-6087
    LISA@GOLDRINGFOUNDATION.COM
    bThe form in which applications should be submitted and information and materials they should include:
    EMAIL LISA@GOLDRINGFOUNDATION.COM
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    PASS-THROUGH CONTRIBUTIONS FROM K-1 INVESTMENTS
    524 METAIRIE RD
    METAIRIE,LA70005
    NONE   TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 222
    AMERICAN CANCER SOCIETY
    250 WILLIAMS ST HMPG38
    ATLANTA,GA30303
    NONE   HEALTH 5,000
    AMERICAN FRIENDS OF ALYN HOSPITAL
    122 E 42 ST 1519
    NEW YORK,NY10168
    NONE   JEWISH CAUSES 125,000
    AMERICAN FRIENDS OF ALYN HOSPITAL
    122 E 42 ST 1519
    NEW YORK,NY10168
    NONE   JEWISH CAUSES 150,000
    AMERICAN FRIENDS OF ALYN HOSPITAL
    122 E 42 ST 1519
    NEW YORK,NY10168
    NONE   JEWISH CAUSES 125,000
    AUBURN UNIVERSITY
    182 S COLLEGE ST
    AUBURN,AL36849
    NONE   SCHOLARSHIPS 3,000
    AVODAH NEW ORLEANS
    4238 ST CHARLES AVE
    NEW ORLEANS,LA70115
    NONE   JEWISH CAUSES 20,000
    BETHLEHEM HS KY
    309 W STEPHEN FOSTER AVE
    BARDSTOWN,KY40004
    NONE   SCHOLARSHIPS 15,000
    BIRTHRIGHT ISRAEL
    711 THIRD AVE FLOOR 10
    NEW YORK,NY10017
    NONE   JEWISH CAUSES 100,000
    BLUEGRASS CTC
    500 NEWTOWN PIKE
    LEXINGTON,KY40508
    NONE   SCHOLARSHIPS 3,000
    BREAKTHROUGH NEW ORLEANS
    1903 JEFFERSON AVENUE
    NEW ORLEANS,LA70115
    NONE   EDUCATION 2,500
    BRESCIA UNIVERSITY
    717 FREDERICA ST
    OWENSBORO,KY42301
    NONE   SCHOLARSHIPS 6,000
    BRIDGE HOUSE GRACE HOUSE
    4150 EARHART BLVD
    NEW ORLEANS,LA70125
    NONE   HEALTH 11,000
    BRIDGE HOUSE GRACE HOUSE
    4150 EARHART BLVD
    NEW ORLEANS,LA70125
    NONE   HEALTH 25,000
    CAGNOBREASTORATION
    824 ELMWOOD PARK BOULEVARD SUITE
    154
    NEW ORLEANS,LA70123
    NONE   HEALTH 5,000
    CAMPBELLSVILLE UNIVERSITY
    1 UNIVERSITY DRIVE
    CAMPBELLSVILLE,KY42718
    NONE   SCHOLARSHIPS 12,000
    CATHOLIC CHARITIES
    1000 HOWARD ST SUITE 200
    NEW ORLEANS,LA70113
    NONE   HUMAN SERVICES 50,000
    CHABAD LUBAVITCH OF LOUISIANA
    7037 FRERET STREET
    NEW ORLEANS,LA70118
    NONE   JEWISH CAUSES 7,500
    CHARLOTTE COUNTRY DAY
    1440 CARMEL RD
    CHARLOTTE,NC28226
    NONE   SCHOLARSHIPS 6,000
    CHILDREN'S HOSPITAL
    200 HENRY CLAY AVE
    NEW ORLEANS,LA70118
    NONE   HEALTH 200,000
    CITY YEAR
    3400 ST CLAUDE AVE
    NEW ORLEANS,LA70117
    NONE   EDUCATION 5,000
    CLARK UNIVERSITY
    950 MAIN ST
    WORCESTER,MA01610
    NONE   SCHOLARSHIPS 6,000
    COLLEGE OF WOOSTER
    1189 BEALL AVE
    WOOSTER,OH44691
    NONE   SCHOLARSHIPS 3,000
    CONGREGATION OR AMI
    26115 MUREAU RD STE B
    CALABASAS,CA91302
    NONE   JEWISH CAUSES 3,500
    COVENANT HOUSE
    611 N RAMPART ST
    NEW ORLEANS,LA70112
    NONE   HUMAN SERVICES 10,000
    COVENANT HOUSE
    611 N RAMPART ST
    NEW ORLEANS,LA70112
    NONE   HUMAN SERVICES 20,000
    CRIME STOPPERS
    PO BOX 55249
    METAIRIE,LA70055
    NONE   CIVIL AFFAIRS 5,000
    ELIZABETHTOWN COMMUNITY COLLEGE
    600 COLLEGE STREET ROAD
    ELIZABETHTOWN,KY42701
    NONE   SCHOLARSHIPS 18,000
    FLORIDA GULF COAST UNIVERSITY
    10501 FGCU BLVD S
    FORT MYERS,FL33965
    NONE   SCHOLARSHIPS 3,000
    GEORGETOWN COLLEGE
    400 E COLLEGE STREET
    GEORGETOWN,KY40324
    NONE   SCHOLARSHIPS 3,000
    GNO INC
    1100 POYDRAS ST STE 3475
    NEW ORLEANS,LA70163
    NONE   HUMAN SERVICES 12,500
    GOLDRING FAMILY FOUNDATION
    524 METAIRIE RD
    METAIRIE,LA700054308
    COMMON DIRECTORS   HUMAN SERVICES 60,000
    HEBRON ACADEMY KY
    2050 BARBARA DR
    HEBRON,KY41048
    NONE   SCHOLARSHIPS 6,000
    HILLEL FOUNDATION
    PO BOX 16528
    JACKSON,MS39236
    NONE   JEWISH CAUSES 5,000
    INDIANA UNIVERSITY
    107 S INDIANA AVENUE
    BLOOMINGTON,IN474057000
    NONE   SCHOLARSHIPS 3,000
    INSTITUTE OF SOUTHERN JEWISH LIFE
    912 BROADWAY
    NEW ORLEANS,LA70118
    NONE   JEWISH CAUSES 50,000
    JEFFERSON CTC
    109 E BROADWAY
    LOUISVILLE,KY40202
    NONE   SCHOLARSHIPS 3,000
    JEWISH CHILDREN'S REGIONAL SERVICE
    PO BOX 7368
    METAIRIE,LA700107368
    NONE   JEWISH CAUSES 24,000
    JEWISH COMMUNITY CENTER
    5342 ST CHARLES AVENUE
    NEW ORLEANS,LA70115
    NONE   JEWISH CAUSES 97,145
    JEWISH FAMILY SERVICES
    3300 W ESPLANADE SUITE 603
    METAIRIE,LA70002
    NONE   JEWISH CAUSES 25,000
    JEWISH FEDERATION
    3747 W ESPLANADE AVENUE N
    METAIRIE,LA70002
    NONE   JEWISH CAUSES 17,000
    JEWISH FEDERATION
    3747 W ESPLANADE AVENUE N
    METAIRIE,LA70002
    NONE   JEWISH CAUSES 143,500
    KEEP MEMORY ALIVE
    888 W BONNEVILLE AVENUE
    LAS VEGAS,NV89106
    NONE   HEALTH 1,000
    KID SMART
    2533 COLUMBUS ST SUITE 201
    NEW ORLEANS,LA70119
    NONE   EDUCATION 5,000
    KINGSLEY HOUSE
    1600 CONSTANCE STREET
    NEW ORLEANS,LA70130
    NONE   HUMAN SERVICES 15,000
    KINGSLEY HOUSE
    1600 CONSTANCE STREET
    NEW ORLEANS,LA70130
    NONE   EDUCATION 5,000
    KY WESLEYAN COLLEGE
    3000 FREDERICA ST
    OWENSBORO,KY42301
    NONE   SCHOLARSHIPS 6,000
    LEGACY FOUNDATION
    2701 KINGMAN STREET SUITE 101
    METAIRIE,LA70006
    NONE   HEALTH 5,000
    LIBERTY UNIVERSITY
    1971 UNIVERSITY BLVD
    LYNCHBURG,VA24515
    NONE   SCHOLARSHIPS 3,000
    LIBERTY'S KITCHEN
    300 N BROAD STREET STE 101
    NEW ORLEANS,LA70119
    NONE   EDUCATION 5,000
    LINCOLN CHRISTIAN UNIVERSITY
    100 CAMPUS VIEW DR
    LINCOLN,IL62656
    NONE   SCHOLARSHIPS 3,000
    LOUISIANA ENDOWMENT FOR THE HUMANITIES
    938 LAFAYETTE ST SUITE 300
    NEW ORLEANS,LA70113
    NONE   ART & CULTURE 5,000
    LOUISIANA PHILHARMONIC
    2533 COLUMBUS ST STE 202
    NEW ORLEANS,LA70119
    NONE   ART & CULTURE 5,000
    LOUISIANA STATE UNIVERSITY
    156 THOMAS BOYD HALL
    BATON ROUGE,LA70803
    NONE   SCHOLARSHIPS 3,000
    MAKE-A-WISH FOUNDATION
    12625 SW FREEWAY
    STAFFORD,TX77477
    NONE   HEALTH 2,500
    MCGILL-TOOLEN HS
    1501 OLD SHELL RD
    MOBILE,AL36604
    NONE   SCHOLARSHIPS 6,000
    MT SINAI MEDICAL FOUNDATION
    4300 ALTON ROAD ASCHER BLDG STE 100
    MIAMI BEACH,FL33140
    NONE   HEALTH 7,500
    MT SINAI MEDICAL FOUNDATION
    4300 ALTON ROAD ASCHER BLDG STE 100
    MIAMI BEACH,FL33140
    NONE   HEALTH 100,000
    MT SINAI MEDICAL FOUNDATION
    4300 ALTON ROAD ASCHER BLDG STE 100
    MIAMI BEACH,FL33140
    NONE   HEALTH 100,000
    N KENTUCKY UNIVERSITY
    1 LOUIE B NUNN DR
    HIGHLAND HEIGHTS,KY41099
    NONE   SCHOLARSHIPS 6,000
    NATIONAL WW II MUSEUM
    945 MAGAZINE STREET
    NEW ORLEANS,LA70130
    NONE   ART & CULTURE 214,000
    NEW ORLEANS BALLET THEATRE
    920 TERPSICHORE STREET
    NEW ORLEANS,LA70130
    NONE   SCHOLARSHIPS 3,000
    NEW ORLEANS OPERA ASSOCIATION
    2504 PRYTANIA STREET
    NEW ORLEANS,LA70130
    NONE   ART & CULTURE 4,000
    NEW ORLEANS POLICE & JUSTICE FOUNDATION
    141 ALLEN TOUSSAINT SUITE 210
    NEW ORLEANS,LA70124
    NONE   CIVIL AFFAIRS 10,000
    NEW ORLEANS WOMEN'S SHELTER
    2020 S LIBERTY ST
    NEW ORLEANS,LA70113
    NONE   HUMAN SERVICES 15,000
    NEW SCHOOLS NEW ORLEANS
    1555 POYDRAS ST SUITE 781
    NEW ORLEANS,LA70112
    NONE   EDUCATION 25,000
    NOCHI
    725 HOWARD AVE
    NEW ORLEANS,LA70130
    NONE   EDUCATION 100,000
    NOCHI
    725 HOWARD AVE
    NEW ORLEANS,LA70130
    NONE   EDUCATION 100,000
    NORTHWESTERN STATE UNIVERSITY - LOUISIANA
    175 SAM SIBLEY DR
    NATCHITOCHES,LA71497
    NONE   SCHOLARSHIPS 6,000
    NOVA SOUTHEASTERN UNIVERSITY
    3301 COLLEGE AVE
    FORT LAUDERDALE,FL33314
    NONE   SCHOLARSHIPS 6,000
    NW FLORIDA STATE
    100 E COLLEGE BLVD
    NICEVILLE,FL32578
    NONE   SCHOLARSHIPS 3,000
    OGDEN MUSEUM
    925 CAMP STREET
    NEW ORLEANS,LA70130
    NONE   ART & CULTURE 10,000
    OLNEY CENTRAL COLLEGE
    305 N WEST ST
    OLNEY,IL62450
    NONE   SCHOLARSHIPS 3,000
    OWENSBORO CTC
    4800 NEW HARTFORD RD
    OWENSBORO,KY42303
    NONE   SCHOLARSHIPS 24,000
    PENSACOLA STATE COLLEGE
    1000 COLLEGE BLVD
    PENSACOLA,FL32504
    NONE   SCHOLARSHIPS 6,000
    POSSE FOUNDATION
    1515 POYDRAS STREET SUITE 470
    NEW ORLEANS,LA70112
    NONE   EDUCATION 20,000
    PRATT INSTITUTE
    200 WILLOUGHBY AVE
    BROOKLYN,NY11205
    NONE   SCHOLARSHIPS 3,000
    PURDUE UNIVERSITY W LAFAYETTE
    610 PURDUE MALL
    WEST LAFAYETTE,IN47907
    NONE   SCHOLARSHIPS 3,000
    RECONCILE NEW ORLEANS
    1631 ORETHA CASTLE HALEY BLVD
    NEW ORLEANS,LA70113
    NONE   EDUCATION 5,000
    RHODE ISLAND SCHOOL OF DESIGN
    2 COLLEGE ST
    PROVIDENCE,RI02903
    NONE   SCHOLARSHIPS 3,000
    ROSS EDUCATION ONLINE
    410 SOUTHTOWN BLVD 6
    OWENSBORO,KY42303
    NONE   SCHOLARSHIPS 6,000
    SAVE A CHILD'S HEART
    PO BOX 59172
    POTOMAC,MD208599172
    NONE   JEWISH CAUSES 5,000
    SHIR CHADASH
    3737 W ESPLANADE AVENUE
    METAIRIE,LA70002
    NONE   JEWISH CAUSES 5,000
    SOMERSET COMMUNITY COLLEGE
    808 MONTICELLO STREET
    SOMERSET,KY42501
    NONE   SCHOLARSHIPS 6,000
    SPECIAL OLYMPICS
    45 LOUIS PRIMA DRIVE STE A
    COVINGTON,LA70433
    NONE   EDUCATION 1,000
    ST LOUIS COMMUNITY COLLEGE
    3221 MCKELVEY RD
    BRIDGETON,MO63044
    NONE   SCHOLARSHIPS 3,000
    STEEG FAMILY FOUNDATION
    201 SAINT CHARLES AVE STE 3201
    NEW ORLEANS,LA701701032
    NONE   HUMAN SERVICES 15,000
    TEACH FOR AMERICA
    865 FULTON STREET
    NEW ORLEANS,LA70115
    NONE   EDUCATION 125,000
    TEMPLE BETH SHOLOM
    4144 CHASE AVENUE
    MIAMI BEACH,FL33140
    NONE   JEWISH CAUSES 4,500
    TEXAS A&M
    400 BIZZELL STREET
    COLLEGE STATION,TX77843
    NONE   SCHOLARSHIPS 6,000
    THE AVALON FUND
    33735 SNICKERSVILLE TURNPIKE
    BLUEMONT,VA20135
    NONE   CIVIL AFFAIRS 150,000
    TULANE UNIVERSITY
    6823 STCHARLES AVENUE
    NEW ORLEANS,LA70118
    NONE   EDUCATION 607,143
    TULANE UNIVERSITY
    6823 STCHARLES AVENUE
    NEW ORLEANS,LA70118
    NONE   EDUCATION 10,000
    UCLA FOUNDATION
    PO BOX 7145
    PASADENA,CA91109
    NONE   EDUCATION 7,500
    UNITED WAY
    2515 CANAL STREET
    NEW ORLEANS,LA70119
    NONE   HUMAN SERVICES 20,000
    UNIVERSITY OF ALABAMA HUNTSVILLE
    301 SPARKMAN DRIVE
    HUNTSVILLE,AL35899
    NONE   SCHOLARSHIPS 6,000
    UNIVERSITY OF CUMBERLANDS
    6178 COLLEGE STATION DRIVE
    WILLIAMSBURG,KY40769
    NONE   SCHOLARSHIPS 3,000
    UNIVERSITY OF ILLINOIS
    601 E JOHN STREET
    CHAMPAIGN,IL61820
    NONE   SCHOLARSHIPS 3,000
    UNIVERSITY OF KENTUCKY
    301 PETERSON SERVICE BUILDING 0005
    LEXINGTON,KY40506
    NONE   SCHOLARSHIPS 24,000
    UNIVERSITY OF LOUISVILLE
    2301 S 3RD ST
    LOUISVILLE,KY40292
    NONE   SCHOLARSHIPS 33,000
    UNIVERSITY OF MAINE
    168 COLLEGE AVE
    ORONO,ME044695703
    NONE   SCHOLARSHIPS 6,000
    UNIVERSITY OF SOUTH ALABAMA
    307 N UNIVERSITY BLVD
    MOBILE,AL36688
    NONE   SCHOLARSHIPS 6,000
    UNIVERSITY OF SOUTHERN INDIANA
    8600 UNIVERSITY BLVD
    EVANSVILLE,IN47712
    NONE   SCHOLARSHIPS 3,000
    UNIVERSITY OF SOUTHERN MAINE
    96 FALMOUTH ST
    PORTLAND,ME04103
    NONE   SCHOLARSHIPS 9,000
    UNIVERSITY OF WEST FLORIDA
    11000 UNIVERSITY PKWY
    PENSACOLA,FL32514
    NONE   SCHOLARSHIPS 6,000
    WESTERN KENTUCKY UNIVERSITY
    1906 COLLEGE HEIGHTS BLVD
    BOWLING GREEN,KY42101
    NONE   SCHOLARSHIPS 30,000
    WORLD JEWISH CONGRESS
    501MADISON AVENUE
    NEW YORK,NY10022
    NONE   JEWISH CAUSES 5,000
    YAD VASHEM
    500 FIFTH AVE 42ND FLOOR
    NEW YORK,NY10110
    NONE   JEWISH CAUSES 10,000
    YOUTH EMPOWERMENT PROJECT
    1600 ORETHA CASTLE HALEY BLVD
    NEW ORLEANS,LA70113
    NONE   EDUCATION 7,500
    Total .................................bullet 3a 3,362,510
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 1  
    4 Dividends and interest from securities ....          
    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 2,689,200  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPASS-THROUGH UBTI FROM K-1 INVESTMENTS
    523000 -218,294      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -218,294 3,017,701 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,799,407
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
    4 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
    7 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
    8 GAINS ON SALE OF INVESTMENTS TO BE DISTRIBUTED TO CHAR. ORG
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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
    GOLDRING FAMILY FOUNDATION 501 (C)(3) COMMON DIRECTORS
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    WOLDENBERG FOUNDATION
    EIN:
    72-6022665
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 10,500 2,625 0 7,875

    TY 2021 AppliedToPriorYearElection
    Name:
    WOLDENBERG FOUNDATION
    EIN:
    72-6022665
    Election:
    2.THE ELECTION TO TREAT A PRIOR DISTRIBUTION OUT OF CORPUS AS A CURRENT DISTRIBUTION OUT OF CORPUS IS MADE BY ATTACHING A STATEMENT TO THE RETURN THE FOUNDATION IS REQUIRED TO FILE UNDER IRC 6033 WITH RESPECT TO THE TAXABLE YEAR FOR WHICH THE ELECTION IS TO APPLY. THE STATEMENT MUST CONTAIN A STATEMENT BY AN APPROPRIATE FOUNDATION MANAGER, WITHIN THE MEANING OF IRC 4946(B)(1), THAT THE FOUNDATION IS MAKING AN ELECTION UNDER THE PROVISIONS OF REG. 53.4942(A) 3(C)(2)(IV), AND THAT THE DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF A PRIOR TAXABLE YEAR(S) WHICH WAS TREATED UNDER REG. 4942(A) 3(D)(1)(III) AS A DISTRIBUTION OUT OF CORPUS. SEE REG. 301.9100 1 WITH REGARD TO AN EXTENSION OF TIME FOR MAKING CERTAIN ELECTIONS.

    TY 2021 DistributionFromCorpusElection
    Name:
    WOLDENBERG FOUNDATION
    EIN:
    72-6022665
    Election:
    53.4942(A)-3(D)(2) ELECTION.THE FOUNDATION ELECTS UNDER REG SECTION 53.4942(A)-3(D)(2) TO TREAT THE DISTRIBUTION AS MADE OUT OF THE CORPUS. THE FOUNDATION MANAGER (WITHIN THE MEANING OF SECTION 4946(B)(1)) DECLARES THE FOUNDATION IS MAKING THE ELECTION UNDER THIS SUBPARAGRAPH, AND THE DISTRIBUTION IS BEING MADE OUT OF THE CORPUS.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WOLDENBERG FOUNDATION
    EIN:
    72-6022665
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 400,000 399,488

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WOLDENBERG FOUNDATION
    EIN:
    72-6022665
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 16,774,589 27,414,326

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WOLDENBERG FOUNDATION
    EIN:
    72-6022665
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS AT COST 4,869,129 7,428,962

    TY 2021 LegalFeesSchedule
    Name:
    WOLDENBERG FOUNDATION
    EIN:
    72-6022665
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 2,063 516 0 1,547


    TY 2021 OtherDecreasesSchedule
    Name:
    WOLDENBERG FOUNDATION
    EIN:
    72-6022665
    Description Amount
    BOOK/TAX DIFFERENCES ON RECOGNITION OF K-1 INCOME 3,726


    TY 2021 OtherExpensesSchedule
    Name:
    WOLDENBERG FOUNDATION
    EIN:
    72-6022665
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 301 75 0 226
    INSURANCE 16,567 4,142 0 12,425
    INVESTMENT FEES 153,425 153,425 0 0
    OTHER EXPENSES 1 0 0 1
    PASS-THROUGH OTHER EXPENSES FROM K-1 INVESTMENTS 47,294 47,294 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    WOLDENBERG FOUNDATION
    EIN:
    72-6022665
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 0 0  
    PASS-THROUGH FROM K-1 INVESTMENTS 2,574 2,574  
    PASS-THROUGH UBTI FROM K-1 INVESTMENTS -218,294   0


    TY 2021 ReductionExplanationStatement
    Name:
    WOLDENBERG FOUNDATION
    EIN:
    72-6022665
    Explanation:
    WITHIN THE MEANING OF IRC 4946(B)(1), THE FOUNDATION IS MAKING AN ELECTION UNDER THE PROVISIONS OF REG. 53.4942(A) 3(C)(2)(IV), AND ADDITIONAL $750,000 OF DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF A PRIOR TAXABLE YEAR(S) WHICH WAS TREATED UNDER REG. 4942(A) 3(D)(1)(III) AS A DISTRIBUTION OUT OF CORPUS.

    TY 2021 TaxesSchedule
    Name:
    WOLDENBERG FOUNDATION
    EIN:
    72-6022665
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT PORTFOLIO FOREIGN TAXES 1,366 1,366 0 0
    PASS-THROUGH FOREIGN TAXES FROM K-1 INVESTMENTS 2,914 2,914 0 0
    OTHER TAXES AND LICENSES 2,530 633 0 1,897