Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
RICK AND SUSAN GOINGS FOUNDATION
C/O BESSEMER TRUST COMPANY NA
Number and street (or P.O. box number if mail is not delivered to street address)1271 AVE OF THE AMERICAS 42 FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10020
A Employer identification number

26-0769554
B Telephone number (see instructions)

(516) 508-9623
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$19,525,216J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 247,725 247,315  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 151,999
b Gross sales price for all assets on line 6a 6,990,916
7 Capital gain net income (from Part IV, line 2)... 150,931
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
624 624  
12 Total. Add lines 1 through 11........ 400,348 398,870  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 31,026 0   31,026
14 Other employee salaries and wages...... 53,825 0   53,825
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
7,334 7,334   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,633 0   4,633
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
145,793 95,793   50,000
17 Interest............... 8,176 8,176   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
658 288   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
132,524 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 383,969 111,591   139,484
25 Contributions, gifts, grants paid....... 905,057 905,057
26 Total expenses and disbursements. Add lines 24 and 25 1,289,026 111,591   1,044,541
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -888,678
b Net investment income (if negative, enter -0-) 287,279
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 222,339 10,000 10,000
2 Savings and temporary cash investments.........   47,381 47,381
3 Accounts receivable right arrow11,123
Less: allowance for doubtful accounts right arrow   531 11,123 11,123
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow   -360 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,038,443 Click to see attachment
List of Attached Documents:
// Content
2,878,162 		2,906,974
b Investments—corporate stock (attach schedule)....... 12,954,355 Click to see attachment
List of Attached Documents:
// Content
7,498,837 		10,374,741
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
1,902,959 		1,890,453
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 724,948 Click to see attachment
List of Attached Documents:
// Content
3,704,109 		4,284,544
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,940,256 16,052,571 19,525,216
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 right arrow) 0 0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 16,940,256 16,052,571
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 16,940,256 16,052,571
30 Total liabilities and net assets/fund balances (see instructions). 16,940,256 16,052,571
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
16,940,256
2
Enter amount from Part I, line 27a .....................
2
-888,678
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,725
4
Add lines 1, 2, and 3 ..........................
4
16,053,303
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
732
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,052,571
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31
b PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31
c PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31
d PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31
e CAPITAL GAINS FROM PARTNERSHIPS P 2023-01-01 2023-12-31
1231 GAINS FROM PARTNERSHIP P 2023-01-01 2023-12-31
UBTI CAPITAL GAINS P 2023-01-01 2023-12-31
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 660,439   667,900 -7,461
b 1,744,495   1,372,778 371,717
c 2,228,253   2,266,752 -38,499
d 2,339,893   2,531,476 -191,583
e 17,784     17,784
      0
    1,079 -1,079
52     52
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       -7,461
b       371,717
c       -38,499
d       -191,583
e       17,784
      0
      -1,079
      52
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 2 150,931
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
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 right arrow 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) 1 3,993
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 3,993
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 3,993
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 9,991
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 9,991
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,998
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,998 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowFL
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowBESSEMER TRUST COMPANY NA Telephone no.right arrow (516) 508-9623

Located atright arrow1271 AVENUE OF THE AMERICAS 42 FLNEW YORKNY ZIP+4right arrow10020
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
EVERETT V GOINGS CO-TRUSTEE
3.00 		0 0 0
C/O BESSEMER TRUST CO NA
AVENUE OF THE AMERIC,NY10020
SUSAN PORCARO GOINGS CO-TRUSTEE
3.00 		0 0 0
C/O BESSEMER TRUST CO NA
AVENUE OF THE AMERIC,NY10020
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
KIMBERLY STRICKLAND EXECUTIVE ASSISTANT 53,825
C/O BESSEMER TR 1271 AVE OF THE
AMERICAS
NEW YORK,NY10020
ELINOR STEELE ZEGELBONE INDEPENDENT CONSULTANT 50,000
C/O BESSEMER TR 1271 AVE OF THE
AMERICAS
NEW YORK,NY10020
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
2  
3  
4  
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
18,736,612
b
Average of monthly cash balances.......................
1b
119,860
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,856,472
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
18,856,472
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
282,847
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,573,625
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
928,681
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
928,681
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,993
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,993
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
924,688
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
924,688
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
924,688
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
1,044,541
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,044,541
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 924,688
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 170,569
b From 2019...... 1,016,639
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 1,187,208
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,044,541
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 924,688
e Remaining amount distributed out of corpus 119,853
5 Excess distributions carryover applied to 2023. 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 1,307,061
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		170,569
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,136,492
10 Analysis of line 9:
a Excess from 2019.... 1,016,639
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 119,853
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
EVERETT V GOINGS
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
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

ALBEMARLE SPCA INC

PO BOX 7047
CHARLOTTESVILLE,VA22906 		N/A EXEMPT GENERAL EXEMPT PURPOSE 1,000

BOYS & GIRLS CLUB OF AMERICA

1275 PEACHTREE STREET NE
ATLANTA,GA30309 		N/A EXEMPT GENERAL EXEMPT PURPOSE 50,000

BOYS & GIRLS CLUB OF CENTRAL VIRGINIA

PO BOX 707
CHARLOTTESVILLE,VA22902 		N/A EXEMPT GENERAL EXEMPT PURPOSE 25,000

BOYS & GIRLS CLUB OF GREATER GASTON INC

PO BOX 23
GASTONIA,NC28053 		N/A EXEMPT GENERAL EXMEPT PURPOSE 25,000

CHARITABLE CONTRIBUTIONS THROUGH PARTNERSHIPS

1271 AVE OF THE AMERICAS
NEW YORK,NY10020 		N/A EXEMPT GENERAL EXEMPT PURPOSE 17

COLIN POWELL SCHOOL

160 CONVERT AVENUE
NEW YORK,NY10031 		N/A EXEMPT GENERAL EXEMPT PURPOSE 100,000

DAVID LYNCH FOUNDATION

228 E 45TH STREET
NEW YORK,NY10017 		N/A EXEMPT GENERAL EXEMPT PURPOSE 25,000

EARLYSVILLE VOLUNTEER FIRE CO INC

PO BOX 104
EARLYSVILLE,VA22936 		N/A EXEMPT GENERAL EXEMPT PURPOSE 1,000

FOCUSED ULTRASOUND FOUNDATION

1230 CEDARS COURT SUITE 206
CHARLOTTESVILLE,VA22903 		N/A EXEMPT GENERAL EXEMPT PURPOSE 2,000

GUILFORD COLLEGE

5800 W FRIENDLY AVE
GREENSBORO,NC27410 		N/A EXEMPT GENERAL EXEMPT PURPOSE 10,000

HOSPITAL FOR SPECIAL SURGERY

535 E 70TH ST
NEW YORK,NY10021 		N/A EXEMPT GENERAL EXEMPT PURPOSE 1,040

MONTPELIER FOUNDATION

PO BOX 911
ORANGE,VA22960 		N/A EXEMPT GENERAL EXEMPT PURPOSE 20,000

ONE EAST 60TH STREET HISTORICAL FOUNDATION

1 E 60TH STREET
NEW YORK,NY10022 		N/A EXEMPT GENERAL EXEMPT PURPOSE 2,000

PATHNORTH INC

1717 RHOSE ISLAND AVE NW STE 7
WASHINGTON,DC20036 		N/A EXEMPT GENERAL EXEMPT PURPOSE 10,000

PRESIDENTIAL PRECINCT

427 PARK STREET
CHARLOTTESVILLE,VA22902 		N/A EXEMPT GENERAL EXEMPT PURPOSE 10,000

ROLLIN'S COLLEGE

1000 Holt Ave
WINTER PARK,FL32789 		N/A EXEMPT GENERAL EXEMPT PURPOSE 565,000

THE ECONOMIC CLUB OF WASHINGTON

1156 15TH ST NW STE 601
WASHINGTON,DC20005 		N/A EXEMPT GENERAL EXEMPT PURPOSE 3,000

THE MILLER CENTER FOUNDATION

PO BOX 400406
CHARLOTTESVILLE,VA22904 		N/A EXEMPT GENERAL EXEMPT PURPOSE 10,000

THE WOMEN'S INSTITUTE

2608 ERWIN ROAD SUITE 148- 107
DURHAM,NC27705 		N/A EXEMPT GENERAL EXEMPT PURPOSE 5,000

THOMAS JEFFERSON FOUNDATION INC

PO BOX 217
CHARLOTTESVILLE,VA22902 		N/A EXEMPT GENERAL EXEMPT PURPOSE 10,000

WIKIMEDIA FOUNDATION

149 NEW MONTGOMERY 6TH FLOOR
SAN FRANCISCO,CA94105 		N/A EXEMPT GENERAL EXEMPT PURPOSE 5,000

WILLIAM'S COLLEGE

880 MAIN ST
WILLIAMSTOWN,MA01267 		N/A EXEMPT GENERAL EXEMPT PURPOSE 5,000

CENTRAL FLORIDA B6 CLUB

101 E COLONIAL DRIVE
ORLANDO,FL32801 		N/A EXEMPT GENERAL EXEMPT PURPOSE 10,000

WE ARE ALL HUMAN FOUNDATION

240 CENTRE SUITE 5H
NEW YORK,NY10013 		N/A EXEMPT GENERAL EXEMPT PURPOSE 10,000
Total .................................right arrow 3a 905,057
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 247,725  
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 ............ 		523000 1,079 18 151,999  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER PORTFOLIO INCOME FROM PARTNERSHIPS 		    01 575  
bROYALTY INCOME FROM PARTNERSHIPS     01 49  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 1,079 400,348 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
401,427
(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.)
Form 990-PF (2023)
Form 990-PF (2023)
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
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FIDUCIARY TAX SERVICE FEES 2,750 0   2,750
BESSEMER PAYROLL 1,883 0   1,883

TY 2023 InvestmentsCorpBondsSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Name of Bond End of Year Book Value End of Year Fair Market Value
55000.00 ABBVIE INC 56,845 54,029
55000.00 AIR LEASE CORP 54,495 56,443
30000.00 AMAZON.COM INC 29,994 27,011
55000.00 AMERICAN EXPRESS CO 55,082 56,106
30000.00 AMERICAN HONDA FINANCE 29,994 31,411
49000.00 BANK OF AMERICA CORP 49,098 48,444
45000.00 BHP BILLITON FIN USA LTD 44,759 46,248
50000.00 CAPITAL ONE FINANCIAL CO 50,000 51,293
60000.00 CHARLES SCHWAB CORP 60,241 53,427
34000.00 CIGNA CORP 29,999 31,517
50000.00 CITIGROUP INC 50,294 47,668
51000.00 COMCAST CORP 50,441 51,265
51000.00 CVS HEALTH CORP 51,138 52,342
50000.00 DTE ENERGY CO 50,082 49,362
50000.00 ENERGY TRANSFER LP 49,543 49,611
46000.00 ENERGY TRANSFER LP 46,010 48,428
55000.00 FLORIDA POWER & LIGHT CO 54,465 55,108
36000.00 GENERAL MOTORS FINL CO 37,461 35,490
20000.00 GENERAL MOTORS FINL CO 20,689 19,672
60000.00 GOLDMAN SACHS GROUP INC 60,000 59,954
27000.00 JPMORGAN CHASE & CO 27,178 23,937
27000.00 JPMORGAN CHASE & CO 29,326 26,229
45000.00 L3HARRIS TECH INC 44,633 45,946
55000.00 MOODY'S CORPORATION 54,917 53,564
53000.00 MORGAN STANLEY 51,273 51,529
47000.00 NATIONAL RURAL UTIL COOP 47,008 48,029
60000.00 PAYPAL HOLDINGS INC 51,411 54,952
50000.00 PFIZER INVESTMENT ENTER 49,940 50,008
50000.00 PNC FINANCIAL SERVICES 48,989 49,678
60000.00 PUBLIC STORAGE 60,005 53,962
39000.00 SHERWIN-WILLIAMS CO 40,596 37,969
55000.00 SOUTHERN CAL EDISON 54,995 53,510
50000.00 SOUTHWEST AIRLINES CO 49,770 50,230
50000.00 STARBUCKS CORP 50,020 50,214
35000.00 SUMITOMO MITSUI FINL GRP 35,017 33,184
50000.00 TARGET CORP 49,912 50,515
20000.00 TOYOTA MOTOR CREDIT CORP 19,976 20,317
53000.00 TRUIST FINANCIAL CORP 53,075 53,950
60000.00 VALERO ENERGY CORP 60,027 59,387
55000.00 WARNERMEDIA HOLDINGS INC 47,896 50,317
50000.00 WILLIAMS COMPANIES INC 46,365 48,197

TY 2023 InvestmentsCorpStockSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Name of Stock End of Year Book Value End of Year Fair Market Value
814.00 ALIMENTATION COUCHE-TARD I 40,546 48,082
593.00 ALPHABET INC CLASS C 19,042 83,571
593.00 AMAZON.COM INC 29,176 90,100
363.00 AMEREN CORP 25,338 26,259
71.00 AON PLC 18,002 20,662
680.00 APPLE INC 18,999 130,920
303.00 ASHTEAD GROUP 19,937 21,076
25.00 ASM INTERNATIONAL NV 8,441 12,982
46.00 ASML HOLDING 20,629 34,650
7.00 AUTOZONE INC 17,956 18,099
764.00 AVANTOR INC 19,743 17,442
1383.00 BANK OF AMERICA CORP 36,349 46,565
190.00 BATH & BODY WORKS INC 8,553 8,200
307.00 BJ'S WHOLESALE CLUB HOLDIN 18,879 20,464
165.00 BLACKSTONE INC 8,981 21,601
123.00 BOOZ ALLEN HAMILTON HLDGS 12,205 15,732
412.00 BROOKFIELD CORPORATION 17,438 16,529
389.00 CANADIAN PACIFIC KANSAS CI 29,377 30,872
68.00 CARLISLE COS 13,301 21,245
85.00 CDW CORP/DE 8,225 19,322
229.00 CENCORA INC 38,282 47,032
360.00 CHAMPIONX CORP 10,879 10,515
106.00 CLEAN HARBORS INC 14,049 18,498
265.00 CONOCOPHILLIPS 9,485 30,758
4.00 CONSTELLATION SOFTWARE 9,968 9,947
52.00 COOPER COS INC 10,316 19,678
811.00 COPART INC 22,364 39,739
37.00 COSTCO WHSL CORP NEW 18,046 24,422
150.00 CRH PLC 10,330 10,374
142.00 DANAHER CORP 16,353 32,850
313.00 DOLLARAMA INC 8,861 22,625
104.00 EATON CORP PLC 14,717 25,045
99.00 EQUIFAX INC 12,092 24,481
153.00 EXPEDIA GROUP INC 20,233 23,223
76.00 GARTNER INC CL A 28,323 34,284
211.00 HEALTH CARE SELECT SPDR 28,995 28,776
170.00 HILTON WORLDWIDE HOLDINGS 17,185 30,955
731.00 HOWMET AEROSPACE INC 26,121 39,561
353.00 INTERCONTINENTAL EXCHG INC 36,799 45,335
158.00 IQVIA HOLDINGS INC 19,958 36,558
571.00 ISHARES CHINA LRGE-CAP ETF 19,487 13,721
290.00 JPMORGAN CHASE & CO 42,761 49,329
120.00 KEYSIGHT TECHNOLOGIES INC 18,248 19,090
57.00 LINCOLN ELEC HLDG 7,371 12,395
111.00 LIVE NATION ENTERTMNT INC 8,604 10,389
110.00 LOWES COS INC 23,472 24,480
28.00 LVMH MOET HENNESSY VUITTON 13,015 22,697
59.00 MANHATTAN ASSOCIATES INC 10,715 12,703
475.00 MARVELL TECHNOLOGY INC 21,854 28,647
41.00 MEDPACE HOLDINGS 11,245 12,567
15.00 MERCADOLIBRE INC 17,659 23,573
152.00 META PLATFORMS INC 29,631 53,801
432.00 MICROSOFT CORP 27,424 162,449
141.00 MOTOROLA SOLUTIONS INC 36,038 44,145
240.00 NASDAQ INC. 5,896 13,953
376.00 NEXTERA ENERGY INC 28,881 22,838
102.00 NICE LTD ADR 15,775 20,350
60.00 NORTHROP GRUMMAN CORP 22,930 28,088
116.00 NVIDIA CORP 30,202 57,445
419.00 ORACLE CORP 34,337 44,175
54076.67 OW CREDIT INCOME FUND 509,042 438,561
314471.49 OW LARGE CAP STRATEGIES FD 3,636,354 5,459,225
120657.51 OW SMALL & MIDCAP STRAT FD 1,706,242 1,861,745
83.00 PIONEER NATURAL RESOURCES 6,195 18,665
30.00 POOL CORP 11,103 11,961
301.00 PROLOGIS INC 40,685 40,123
160.00 RYAN SPECIALTY HOLDNGS INC 6,774 6,883
78.00 S&P GLOBAL INC. 20,461 34,360
31.00 SAIA INC COM 6,710 13,584
810.00 SCHLUMBERGER LTD 43,148 42,152
30.00 SERVICENOW INC 5,123 21,194
101.00 SHERWIN-WILLIAMS CO 23,486 31,501
115.00 SMITH A O CORP 4,177 9,480
98.00 STERIS PLC 9,245 21,545
229.00 TAKE-2 INTERACTIVE 29,163 36,857
39.00 TELEFLEX INC 9,802 9,724
65.00 THERMO FISHER SCIENTIFIC 14,724 34,501
201.00 TRADEWEB MARKETS INC 13,263 18,266
587.00 TRANSUNION 39,614 40,332
38.00 ULTA BEAUTY INC 16,635 18,619
123.00 UNITEDHEALTH GROUP INC 34,216 64,755
477.00 US FOODS HOLDING CORP 11,767 21,660
349.00 VISA INC 30,831 90,862
105.00 VULCAN MATERIALS 18,296 23,836
214.00 WALMART INC 31,768 33,737
75.00 WEX INC 8,928 14,591
453.00 WILLSCOT MOBILE MINI HOLDI 21,067 20,158

TY 2023 InvestmentsGovtObligationsSch
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
US Government Securities - End of Year Book Value:

2,878,162
US Government Securities - End of Year Fair Market Value:

2,906,974
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
1004.98 5TH AVE MUL-STRAT OFF S1 AT COST 2,725,000 3,026,733
466266.39 5TH AVE PRIV EQUITY 15 T1 AT COST 399,508 575,073
348677.10 5TH AVE PRIV EQUITY 16 T2 AT COST 312,089 355,726
47357.67 5TH AVE PRIV EQUITY 17 T3 AT COST 40,681 48,728
266622.83 5TH AVE REAL ASSETS 5 T1 AT COST 226,831 278,284

TY 2023 LegalFeesSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 7,334 7,334   0


TY 2023 OtherDecreasesSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Description Amount
TIMING DIFFERENCE 732


TY 2023 OtherExpensesSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISC EXPENSES- OFFICER EXPENSES 105,909 0   0
OTHER LOSSES FROM PARTNERSHIPS 26,493 0   0
NONDEDUCTIBLE EXPENSES 122 0   0


TY 2023 OtherIncomeSchedule2
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PORTFOLIO INCOME FROM PARTNERSHIPS 575 575 575
ROYALTY INCOME FROM PARTNERSHIPS 49 49 49


TY 2023 OtherIncreasesSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Description Amount
NEGATIVE COST FOR FIFTH AVENUE REAL ASSETS 6 LLC 1,725


TY 2023 OtherProfessionalFeesSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CORE SERVICES FEES 39,821 39,821   0
INVESTMENT FEES FROM PARTNERSHIP 55,964 55,964   0
CONSULTANT FEES 50,000 0   50,000
ADR FEES 8 8   0


TY 2023 TaxesSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 633 270   0
FOREIGN TAX- PARTNERSHIPS 18 18   0
TAX PAYMENTS 7 0   0