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 06-01-2023 , and ending 05-31-2024
Name of foundation
RothkopfGreenberg Family
Foundation Trust
Number and street (or P.O. box number if mail is not delivered to street address)3029 Cravey Trail
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Atlanta, GA30345
A Employer identification number

11-2975013
B Telephone number (see instructions)

(770) 938-9790
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$4,282,186J 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) 278,237
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,752 2,752 2,752
4 Dividends and interest from securities... 89,191 89,191 89,191
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 56,565
b Gross sales price for all assets on line 6a 456,422
7 Capital gain net income (from Part IV, line 2)... 56,565
8 Net short-term capital gain......... 145
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 426,745 148,508 92,088
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,925 5,925 5,925 5,925
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,735 177 1,735 1,735
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 list of attachments
List of Attached Documents:
// Content
24 24 24 24
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,684 6,126 7,684 7,684
25 Contributions, gifts, grants paid....... 384,163 384,163
26 Total expenses and disbursements. Add lines 24 and 25 391,847 6,126 7,684 391,847
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 34,898
b Net investment income (if negative, enter -0-) 142,382
c Adjusted net income (if negative, enter -0-)... 84,404
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............. 268,203 119,229 119,229
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,818,250 Click to see attachment
List of Attached Documents:
// Content
3,002,122 		4,162,957
c Investments—corporate bonds (attach schedule).......      
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)..........      
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) 3,086,453 3,121,351 4,282,186
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)    
23 Total liabilities (add lines 17 through 22).........   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........ 3,086,453 3,121,351
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,086,453 3,121,351
30 Total liabilities and net assets/fund balances (see instructions). 3,086,453 3,121,351
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
3,086,453
2
Enter amount from Part I, line 27a .....................
2
34,898
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,121,351
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,121,351
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 1,000 shs RPM Intl P 2021-03-18 2023-06-15
b Reduce cost of investments June 2023 P 2021-09-01 2023-06-30
c Return of Principal July 2023 P 2021-09-01 2023-07-31
d Reduce cost of investments August 2023 P 2021-09-01 2023-08-31
e 140 shares Fortrea Hldgs Inc P 2020-08-12 2023-09-06
600 shares Magellan Midstream Partners LP P 2008-08-01 2023-09-26
2,250 shs New Jersey Resources Crp P 1998-06-01 2023-09-06
7 shs Prospect Capital Corp P 2022-02-17 2023-09-06
Cash in Lieu Oneok Inc P 2023-09-29 2023-09-29
Return of Principal September 2023 P 2021-09-01 2023-09-30
1,000 shs Vanguard Real Estate ETF P 2021-07-13 2023-10-11
Exchange of Oneok for Magellan P 2023-10-31 2023-10-31
Return of Principal October 2023 P 2021-09-01 2023-10-31
Reduce cost of investments November 2023 P 2021-09-01 2023-11-30
T Rowe Price Growth Stock Fund Inc P 2021-09-01 2023-12-14
General Amern Investors Co Inc P 2021-09-01 2023-12-28
Reduce cost of investments December 2023 P 2021-09-01 2023-12-31
79M Simmone Bk P 2023-04-24 2024-01-29
394 shs Newell Brands Inc P 2021-03-18 2024-01-11
100 shs Procter & Gamble Co P 2021-12-23 2024-01-23
reduce cost of investments January 2024 P 2021-09-01 2024-01-31
500 shs Corning Inc P 2022-01-18 2024-01-30
Reduce cost of investments February 2024 P 2021-09-01 2024-02-29
Reduce cost of investments March 2024 P 2021-09-01 2024-03-31
650 shs Ford Motor Co P 2022-01-18 2024-04-04
Reduce Cost of investments April 2024 P 2021-09-01 2024-04-30
367 shs CVS Health Corp P 2022-01-18 2024-03-13
100 shs MetLife Inc P 2022-01-18 2024-05-13
Reduce cost of investments May 2024 P 2021-09-01 2024-05-31
(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 84,994   88,960 -3,966
b     21 -21
c 23     23
d     597 -597
e 3,575   3,948 -373
41,462   11,039 30,423
92,871   11,313 81,558
35   56 -21
12     12
586     586
76,099   103,177 -27,078
133     133
1     1
    1 -1
2,532     2,532
3,501     3,501
1     1
79,000   79,000  
3,317   10,358 -7,041
15,236   16,010 -774
    1 -1
16,295   18,325 -2,030
    1 -1
    1 -1
8,930   15,847 -6,917
    1 -1
20,638   34,381 -13,743
7,181   6,819 362
    1 -1
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       -3,966
b       -21
c       23
d       -597
e       -373
      30,423
      81,558
      -21
      12
      586
      -27,078
      133
      1
      -1
      2,532
      3,501
      1
       
      -7,041
      -774
      -1
      -2,030
      -1
      -1
      -6,917
      -1
      -13,743
      362
      -1
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 56,565
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 3 145
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 1,979
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  
3 Add lines 1 and 2........................... 3 1,979
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,979
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
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 68
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,047
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
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 arrowNY
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 arrowHelene Prokesch Telephone no.right arrow (770) 938-9790

Located atright arrow3029 Cravey TrailAtlantaGA ZIP+4right arrow30345
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
 
No
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
Helene Prokesch Trustee
0.00 		0    
3029 Cravey Trail NE
Atlanta,GA30345
Dr Michael Rothkopf Trustee
0.00 		0    
1601 Cottonwood Valley Circle
Irving,TX75038
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  
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
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
3,838,514
b
Average of monthly cash balances.......................
1b
100,240
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,938,754
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
 
3
Subtract line 2 from line 1d.........................
3
3,938,754
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
59,081
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,879,673
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
193,984
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
193,984
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,979
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,979
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
192,005
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
192,005
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
192,005
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
391,847
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
391,847
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 7 192,005
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 3,732
b From 2019...... 4,749
c From 2020...... 19,634
d From 2021...... 19,855
e From 2022...... 13,529
f Total of lines 3a through e ........ 61,499
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 391,847
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 192,005
e Remaining amount distributed out of corpus 199,842
5 Excess distributions carryover applied to 2023.    
(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 5 261,341
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		3,732
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		257,609
10 Analysis of line 9:
a Excess from 2019.... 4,749
b Excess from 2020.... 19,634
c Excess from 2021.... 19,855
d Excess from 2022.... 13,529
e Excess from 2023.... 199,842
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).)
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
Adult Disability Medical House


P O Box 88534
Atlanta,GA30356 		NONE 501(c)(3) Charitable 1,250
Aimee Copeland Foundation


1030 Grant Street SE Suite 2
Atlanta,GA30315 		NONE 501(c)(3) Charitable 1,250
ALS United of GA


227Sandy Springs Place NE
Sandy Springs,GA30328 		NONE 501(c)(3) Charitable 200
Anti Defamation League


3490 Piedmont Rd Ste 610
Atlanta,GA30305 		NONE 501(c)(3) Charitable 9,200
Athletes Helping Athletes


5549 Copley Dr
San Diego,CA92111 		NONE 501(c)(3) Charitable 500
Auditory Verbal Center


1901 Century Blvd Ste 20
Atlanta,GA30345 		NONE 501(c)(3) Charitable 2,000
Amani's Women Center


3777 Church St
Clarkston,GA30021 		NONE 501(c)(3) Charitable 750
Anchor of Hope


41 W Johnston St
Forsyth,GA31029 		NONE 501(c)(3) Charitable 1,000
Angel Flight


2000 Airport Rd Suite 227
Atlanta,GA30341 		NONE 501(c)(3) Charitable 1,500
Atlanta Free Loan Assn


4549 Chamblee-Dunwoody Rd
Atlanta,GA30338 		NONE 501(c)(3) Charitable 7,500
Bnai Zion


700 Cotton Street
Shreveport,LA71105 		NONE 501(c)(3) Charitable 3,000
Congregation Agudath Achim


9401 Village Green Dr
Shreveport,LA71115 		NONE 501(c)(3) Charitable 2,500
Birthrite Israel Accessible


PO Box 21615
New York,NY10087 		NONE 501(c)(3) Charitable 250
Bnai Torah


700 Mt Vernon Hwy
Atlanta,GA30328 		NONE 501(c)(3) Charitable 5,100
CHAI


1165Forest Central Dr Suite 100
Dallas,TX75243 		NONE 501(c)(3) Charitable 1,800
Childrens Cancer Research


75 Glenridge Dr Bldg B Suite 370
Atlanta,GA30328 		NONE 501(c)(3) Charitable 575
Christian City


7345 red Oak Rd
Union City,GA30291 		NONE 501(c)(3) Charitable 500
Cobb County Foundation


1100 Circle 75 Parkway
Atlanta,GA30339 		NONE 501(c)(3) Charitable 1,000
Colel Chabad


806 Eastern Parkway
Brooklin,NY11213 		NONE 501(c)(3) Educational 2,800
Congregation Shearith Israel


9401 Dallas Avenue
Dallas,TX75225 		NONE 501(c)(3) Educational 400
Connecticut College


270 Mohegan Ave
New London,CT06320 		NONE 501(c)(3) Charitable 750
Creative Enterprises


701 HI Hope Land
Lawrenceville,GA30043 		NONE 501(c)(3) Charitable 1,000
Center for Children Young Adults


2221 Austell Road Suite 100
Marietta,GA30008 		NONE 501(c)(3) Charitable 1,500
Dallas Hebrew Free Loan


11551 Forest Central Dr
Dallas,TX75243 		NONE 501(c)(3) Charitable 10,800
DDD Foundation


3103 Clairmont Rd Suite C
Atlanta,GA30329 		NONE 501(c)(3) Charitable 3,000
East Cobb Rotary


PO Box 72081
Marietta,GA30007 		NONE 501(c)(3) Charitable 250

Elaine Clark Center

5130 Peachtree Blvd
Chamblee,GA30341 		NONE 501(c)(3) Charitable 250
Eleos Foundation


1855 Berkeley News
Atlanta,GA30329 		NONE 501(c)(3) Charitable 500
Ellis School


739 W Peachtree St NW
Atlanta,GA30308 		NONE 501(c)(3) Charitable 100
Father Purcells


2048 West Fairview Ave
Montgomery,AL36108 		NONE 501(c)(3) Educational 500
FINCA


1201 15th Street
Washington,DC20005 		NONE 501(c)(3) Charitable 2,500
Focus


3825 Presidential Pkwy Suite 13
Atlanta,GA30340 		NONE 501(c)(3) Charitable 250
Freedom Waters


895 10th Street South Suite 302-F
Naples,FL34102 		NONE 501(c)(3) Charitable 500
Friends of Israel Defense


60 East 42st Street
New York,NY10165 		NONE 501(c)(3) Charitable 51,000
Friends of North Tx Chapter


PO Box 4224
New York,NY10163 		NONE 501(c)(3) Charitable 5,400
Galloway School


215 W Wieuca Rd NW
Atlanta,GA30342 		NONE 501(c)(3) Charitable 750
Georgia Firefighters Burn Foundatio


2575 Chantilly Dr
Atlanta,GA30324 		NONE 501(c)(3) Charitable 1,750
Golden Harvest Food Bank


3310 Commerce Dr
Augusta,GA30909 		NONE 501(c)(3) Charitable 500
Habina Theater


5342 Tilly Mill Rd
Dunwoody,GA30338 		NONE 501(c)(3) Charitable 300
Hadassah


40 Wall Street
New York,NY10005 		NONE 501(c)(3) Charitable 3,550
Hand in Hand


710 St Joseph Drive
Oak Brook,IL60523 		NONE 501(c)(3) Charitable 1,000
Hadassah


40 Wall Street
New York,NY10005 		NONE 501(c)(3) Charitable 5,400
Hillel Intl Al


800 Eighth Street NW
Washington,DC20001 		NONE 501(c)(3) Charitable 15,100
Holocaust Memorial Museum


100 Raoul Wallenberg Place
Washington,DC20024 		NONE 501(c)(3) Charitable 1,000
Home for out Troops


6 Main Street
Taunton,MA02780 		NONE 501 (C3) Charitable 500
Jack Jill Cancer Center


3282 Northside Parkway
Atlanta,GA30327 		NONE 501(c)(3) Charitable 500
James Alan Cox Foundation


PO Box 9158
Austin,TX78766 		NONE 501(c)(3) Charitable 2,500
JELF


6065 Roswell Rd Suite 740
Sandy Springs,GA30328 		NONE 501(c)(3) Charitable 180
Jewish Family Serv of Colorado


3201 South Tamarac Dr
Denver,CO80231 		NONE 501(c)(3) Charitable 2,000
Jewish Federation of Dallas


7800 Northaven Rd
Dallas,TX75230 		NONE 501(c)(3) Charitable 25,000
Jewish Federation of Greater


1440 Spring St NW
Atlanta,GA30309 		NONE 501(c)(3) Charitable 5,400
Jewish Natl Fund


42 E 69th Street
New York,NY10021 		NONE 501(c)(3) Charitable 4,600
JF CS


4549 Chamblee Dunwoody Rd
Atlanta,GA30338 		NONE 501(c)(3) Charitable 800
JBI International


110 East 30th Street
New York,NY10016 		NONE 501(c)(3) Charitable 500
Kyle Pearey Foundation


711 Cosmopoitan Dr 126
Atlanta,GA30324 		NONE 501(c)(3) Charitable 10,000
Lamistad


3434 roswell Rd
Atlanta,GA30305 		NONE 501(c)(3) Charitable 500
Leap Year


352 University Ave Suite 123
Atlanta,GA30310 		NONE 501(c)(3) Charitable 250
Lekotek of Georgia Inc


1955 Cliff Valley Way Suite 102
Atlanta,GA30329 		NONE 501(c)(3) Charitable 40,000
Level Pathways


1711 W Irving Blvd Suite 316
Irving,TX75061 		NONE 501(c)(3) Charitable 500
Life House Atlanta


4290 Bells Ferry Road Suite 134
Kennesaw,GA30144 		NONE 501(c)(3) Charitable 1,500
Lighthouse Foundation


5582 Peachtree Rd
Chamblee,GA30341 		NONE 501(c)(3) Charitable 250
Macular Degeneration Research


22512 Gateway Center Dr
Clarksburg,MD20871 		NONE 501(c)(3) Charitable 218
Magen David ADOM


352 Seventh Ave Suite 400
New York,NY10001 		NONE 501(c)(3) Charitable 56,400
Make Good


5429 W Washington Blve
Los Angeles,CA90016 		NONE 501(c)(3) Charitable 750
Mazon


10850 Wilshire Blvd Suite 400
Los Angeles,CA90024 		NONE 501(c)(3) Charitable 6,500
MCG Latin American Clinic


720 St Sebastian Way
August,GA30901 		NONE 501(c)(3) Charitable 10,000
Miss Gussie's House


7725 Lester Rd
Union City,GA30291 		NONE 501(c)(3) Charitable 2,000
Mountain Synagogue


P O Box
Franklin,NC28744 		NONE 501(c)(3) Charitable 500
National Diaper Bank


370 State Street Suite B
New Haven,CT06473 		NONE 501(c)(3) Charitable 1,000
NER Israel


400 MT Wilson Lane
Baltimore,MD21208 		NONE 501(c)(3) Charitable 2,040
New York University


Stuyvesant Street
New York,NY10003 		NONE 501(c)(3) Charitable 1,000
Nest Stop


162 Woodshyre Ct
Lawrenceville,GA30043 		NONE 501(c)(3) Charitable 500
North TX Food Bk


P O Box 224607
Dallas,TX75222 		NONE 501(c)(3) Charitable 3,000
Oak Grove Methodist Church


1722 Oak Grove Rd
Decatur,GA30033 		NONE 501(c)(3) Charitable 500
ORT Atlanta


75 Maiden Lane 10th Floor
New York,NY10038 		NONE 501(c)(3) Charitable 1,250
Partners In Health


800 Boylston Street
Boston,MA02199 		NONE 501(c)(3) Charitable 500
Pat Tillman Fouindation


217 N Jerrerson Street Suite 602
Chicago,IL60661 		NONE 501(c)(3) Charitable 250
Pier Foundation


PO Box 1092
Cumming,GA30028 		NONE 501(c)(3) Charitable 300
People Making Progress


2345 4th Street 100
Tucker,GA30084 		NONE   Charitable 300
Point for Charity


215 Meadow Run Circle
Coppell,TX75019 		NONE   Charitable 1,000
Prager University


15021 Ventura Blvd 552
Sherman Oaks,CA91403 		NONE 501(c3) Charitable 1,800
Project Eye to Eye


1430 Broadway Floor 6
New York,NY10018 		NONE   Charitable 1,500
Psych Source Inc


2841 Laurel Ridge Drive
Decatur,GA30033 		NONE   Charitable 1,000
Reece's Rainbow


P O Box 146
Combined Locks,WI54113 		NONE   Charitable 1,000
S Heartith Israel Sisterhood


9401 Douglas Ave
Dallas,TX75225 		NONE   Charitable 9,000
Saddle Buddies


7985 Knoght Rd Suite B
Gainesville,GA30506 		NONE   Charitable 2,000
Side by Side Clubhouse


1001 Main Street
Stone Mountain,GA30083 		NONE 501(c)(3) Charitable 3,500
Simon Wiesenthal Center


1399 South Roxbury Drive
Los Angeles,CA90035 		NONE 501(c)(3) Charitable 1,800
Soccer in the Streets


130 Boulevard NE Suite 4
Atlanta,GA30312 		NONE 501(c)(3) Charitable 500
Special Kneads Bakery


156 Scenic Highway South
Lawrence,GA30046 		  501(c)(3) Charitable 250
Special OPS


901 N Sturart Street Suite 1200
Arlington,VA22202 		NONE   Charitable 250
Special Operations Warrior


1137 Marbella Plaza Drive
Tampa,FL33619 		NONE 501(c)(3) Charitable 500
Special Pops


3176 Westfield Way
Roswell,GA30075 		NONE 501(c)(3) Charitable 1,000
Sunshine on a Rainey Day


10800 Alpharetta Hwy Suite 208
Roswell,GA30076 		NONE 501(c)(3) Charitable 500
Telshe Yeshiva


28400 Euclid Ave
Wickcliffe,OH44092 		NONE   Charitable 100
Tunnel to Towers Foundation


2361 Hylan Blvd
Staten Island,NY10306 		NONE 501(c)(3) Charitable 4,000
Jewiosh Federation Dallas


7800 Northhaven Road
Dallas,TX75230 		NONE 501(c)(3) Charitable 5,000
Whitney Museum


945 Madison Avenue
New York,NY10021 		NONE 501(c)(3) Charitable 1,250
World Jewish Congress


501 Madison Ave 9
New York,NY10022 		NONE   Charitable 13,000
Woonded Warriors


4899 Belfort Raod Suite 300
Jacksonville,FL32256 		NONE 501(c)(3) Charitable 2,500
Total .................................right arrow 3a 384,163
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		        2,752
4 Dividends and interest from securities ....         89,191
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 ............ 		        56,565
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..     148,508
13Total. Add line 12, columns (b), (d), and (e)..................
13
148,508
(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: 23017517
Software Version: 2023v5.1


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
RothkopfGreenberg Family
Foundation Trust
Employer identification number

11-2975013
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
RothkopfGreenberg Family
Foundation Trust 		Employer identification number
11-2975013
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Helen Prokesch
3029 Cravey Trail
 
Atlanta, GA30345

$ 177,897


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Dr Michael Rothkopf
1601 Cottonwood Valley Circle
 
Irving, TX75038

$ 100,340


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
RothkopfGreenberg Family
Foundation Trust 		Employer identification number

11-2975013
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
RothkopfGreenberg Family
Foundation Trust 		Employer identification number

11-2975013
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1

TY 2023 AccountingFeesSchedule
Name:
RothkopfGreenberg Family
 
Foundation Trust
EIN:
11-2975013
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting fees 5,925 5,925 5,925 5,925

TY 2023 InvestmentsCorpStockSchedule
Name:
RothkopfGreenberg Family
 
Foundation Trust
EIN:
11-2975013
Software ID:
23017517
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
806 shs Astrazeneca PLC Spon ADR 13,396 62,884
700 shs FirstEnergy Corp 20,449 28,182
2,250 shs New Jersey Resources CRP    
1,265 shs Old Republic Intl Corp 19,467 40,202
735 shs Pepsico Inc 35,720 127,081
648 shs Pfizer Inc 14,381 18,572
200 shs Phillips 66 2,334 28,422
750 shs Southern Co 40,845 60,105
1,800 shs UGI Corp 9,300 45,828
888 shs Verizon Communications Inc 45,406 36,541
1,875 shs Wal Mart Stores Inc 47,534 123,300
240 shs YUM! Brands Inc 1,012 32,983
2,256 shs Gabelli Healthcare & Wellness 27,020 21,703
16,742 shs Gabelli Equity Trust 100,563 91,914
60 shs Automatic Data Processing Inc 10,096 14,695
600 shs Magellan Midstream Partners LP    
1,000 shs Flaherty & Crumrine PFD Income 12,852 8,380
621 shs Flaherty & Crumrine PFD SECS 16,040 9,079
3430 shs Amazon.Com Inc 335,755 605,189
980 shs Home Depot Inc 230,317 328,173
250 shs Accenture PLC Ireland 28,759 70,573
250 shs Deere and Co 59,012 93,690
180 shs Stryker Corp 31,077 61,396
135 shs Waters Corp 24,868 41,702
367 shs CVS Health Corp    
268 shs Enbridge Inc 8,394 9,803
230 shs Carrier Global Corp 6,409 14,534
885 shs Cisco Systems Inc 51,073 41,152
1,661 sha RTX Corp 130,446 179,072
1,140 shs Alliant Energy Corp 59,029 58,699
500 shs AT&T Inc 10,449 9,110
1,100 shs Bristol Myers Squibb Co 68,563 45,199
140 shs LabCorp Holdings Inc 22,386 27,287
530 shs Microsoft Corp 134,655 220,019
394 shs Newell Brands Inc    
1,000 shs RPM Intl Inc    
1,170 shs General Amern Investors Co 69,882 85,225
900 shs General Amern Investors Ser B 24,435 22,320
400 shs Abbott Labs 50,628 40,876
300 shs Aflac Inc 19,098 26,961
100 shs Apple Inc 17,628 19,225
500 shs Corning Inc    
650 shs Ford Motor Co    
340 shs Lowes Companies Inc 74,975 75,239
100 shs MetLife Inc    
1,100 hs Nike Inc 159,737 104,555
250 shs Nvidia Corp 69,884 274,083
800 shs On SemiConductor Corp 50,424 58,432
100 shs Proctor & Gamble    
7 shs Prospect Capi tal Corp    
345 shs Quanta Services Inc 38,516 95,199
400 shs TJX Cos Inc 27,564 41,240
5,155 shs Cohen & Steers REIT 131,912 104,131
1,000 shs Vanguard Real Estate ETF    
925M FHR 2304 SC .3% 5,408 4
20,000 shs FNR 2003-45 SJ 16% 25,852 2,059
165 shs Berkshire Hathway Inc 48,690 68,376
50 shs Lockheed Martin Corp 24,161 23,517
905.873 shs T Rowe Price Growth Stock 55,352 88,685
79,000 CD Simmons Bk AR plus accrued int    
6,500 shs Invesco Pfd 99,653 75,140
200 shs Manhattan Assoc Inc 44,040 43,908
400 shs Oneok Inc 26,585 32,400
600 shs Oracle Corp 74,258 70,314
200 shs Tesla Inc 50,508 35,616
536 IShares Russell 2000 99,880 110,293
7,000 shs Energy Transfer LP Units 95,445 109,690

TY 2023 OtherExpensesSchedule
Name:
RothkopfGreenberg Family
 
Foundation Trust
EIN:
11-2975013
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Brokerage fees 24 24 24 24


TY 2023 TaxesSchedule
Name:
RothkopfGreenberg Family
 
Foundation Trust
EIN:
11-2975013
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign tax on dividends 177 177 177 177
US Treasury 1,558   1,558 1,558