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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 06-01-2024 , and ending 05-31-2025
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$4,877,397J 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) 272,038
2 Check right arrow.............
3 Interest on savings and temporary cash investments 62 62 62
4 Dividends and interest from securities... 94,702 94,702 94,702
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,180
b Gross sales price for all assets on line 6a 503,055
7 Capital gain net income (from Part IV, line 2)... 16,180
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 382,982 110,944 94,764
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
9,075 9,075 9,075 9,075
c Other professional fees (attach schedule)....        
17 Interest............... 4 4 4 4
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,474 177 2,474 2,474
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
8 8 8 8
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,561 9,264 11,561 11,561
25 Contributions, gifts, grants paid....... 336,250 336,250
26 Total expenses and disbursements. Add lines 24 and 25 347,811 9,264 11,561 347,811
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 35,171
b Net investment income (if negative, enter -0-) 101,680
c Adjusted net income (if negative, enter -0-)... 83,203
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 119,229 63,657 63,639
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)....... 3,002,122 Click to see attachment
List of Attached Documents:
// Content
3,092,865 		4,813,758
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) 3,121,351 3,156,522 4,877,397
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........ 3,121,351 3,156,522
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)..... 3,121,351 3,156,522
30 Total liabilities and net assets/fund balances (see instructions). 3,121,351 3,156,522
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
3,121,351
2
Enter amount from Part I, line 27a .....................
2
35,171
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,156,522
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
3,156,522
Form 990-PF (2024)
Form 990-PF (2024)
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 Reduce Cost of investments June 2024 P 2022-09-01 2024-06-30
b 1,100 shares Nike Inc P 2022-09-01 2024-07-25
c Reduce Cost of investments July 2024 P 2022-09-01 2024-07-31
d 300 shares Aflac Inc P 2022-09-01 2024-10-03
e 648 shares Pfizer Inc P 2022-09-01 2024-10-03
60 shares Automatic Data Procssing Inc P 2019-12-13 2024-11-11
1,100 shares Bristol Myers Squibb Inc P 2021-03-18 2024-11-11
Reduce Cost of investments November 2024 P 2022-09-01 2024-11-30
T Rowe Growth Stock Fund Inc P 2022-09-01 2024-12-13
General Amern Investors Co Inc P 2022-09-01 2024-12-27
Reduce Cost of investments December 2024 P 2022-09-01 2024-12-31
806 shares Astrazeneca PLC P 1996-11-19 2025-01-27
1,000 shares Flaherty & Crumrine PFD P 2003-07-10 2025-01-27
621 shares Flaherty & Crumrine PFD P 2004-01-05 2025-01-27
6,500 shares Invesco PFD P 2021-07-13 2025-01-27
800 shares On Semiconductor Corp P 2022-01-18 2025-01-27
240 shares Yumi Brands P 1996-11-19 2025-01-27
Reduce Cost of investments January 2025 P 2022-09-01 2025-01-31
Reduce cost of investments February 2025 P 2022-09-01 2025-02-28
Gabelli Healthcare & Wellness Trust P 2022-09-01 2025-02-28
Gabelli Equity Trust Inc P 2022-09-01 2025-02-28
General Amern Investors Co Inc P 2022-09-01 2025-03-07
Reduce Cost of investments March 2025 P 2022-09-01 2025-03-31
Reduce Cost of investments April 2025 P 2022-09-01 2025-04-30
150 shares Accenture PLC Ireland Cl A P 2021-10-12 2025-05-12
Reduce Cost of investments May 2025 P 2022-09-01 2025-05-31
(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     1 -1
b 78,082   159,737 -81,655
c     1 -1
d 33,842   19,098 14,744
e 18,305   14,381 3,924
18,399   10,096 8,303
66,313   68,563 -2,250
    2 -2
6,336     6,336
7,169     7,169
    5 -5
56,226   13,396 42,830
8,999   12,852 -3,853
9,815   16,040 -6,225
75,943   99,653 -23,710
43,849   50,424 -6,575
31,364   1,012 30,352
    7 -7
    6 -6
    4 -4
    3,744 -3,744
480     480
    7 -7
    5 -5
47,933   17,835 30,098
    6 -6
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       -1
b       -81,655
c       -1
d       14,744
e       3,924
      8,303
      -2,250
      -2
      6,336
      7,169
      -5
      42,830
      -3,853
      -6,225
      -23,710
      -6,575
      30,352
      -7
      -6
      -4
      -3,744
      480
      -7
      -5
      30,098
      -6
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 16,180
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 1,413
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 1,413
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 1,413
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 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 75
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,488
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 2025 estimated taxright arrow0 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Bonnie Prokesch MD Trustee
0.00 		0    
6303 Forest Lane
Dallas,TX75230
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
4,635,368
b
Average of monthly cash balances.......................
1b
40,032
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,675,400
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
4,675,400
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
70,131
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,605,269
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
230,263
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
230,263
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,413
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,413
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
228,850
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
228,850
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
228,850
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
347,811
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
347,811
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 228,850
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 4,749
b From 2020...... 19,634
c From 2021...... 19,855
d From 2022...... 13,529
e From 2023...... 199,842
f Total of lines 3a through e ........ 257,609
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 347,811
a Applied to 2023, 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 2024 distributable amount..... 228,850
e Remaining amount distributed out of corpus 118,961
5 Excess distributions carryover applied to 2024.    
(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 5 376,570
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		4,749
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		371,821
10 Analysis of line 9:
a Excess from 2020.... 19,634
b Excess from 2021.... 19,855
c Excess from 2022.... 13,529
d Excess from 2023.... 199,842
e Excess from 2024.... 118,961
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 1,500
Aimee Copeland Foundation


1030 Grant Street SE Suite 2
Atlanta,GA30315 		NONE 501(c)(3) Charitable 1,500
Anti Defamation League


3490 Piedmont Rd Ste 610
Atlanta,GA30305 		NONE 501(c)(3) Charitable 9,700
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 2,500
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 1,500
Angel Flight


2000 Airport Rd Suite 227
Atlanta,GA30341 		NONE 501(c)(3) Charitable 1,000
Bnai Zion


700 Cotton Street
Shreveport,LA71105 		NONE 501(c)(3) Charitable 3,000
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 5,600
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 750
Christian City


7345 red Oak Rd
Union City,GA30291 		NONE 501(c)(3) Charitable 500
Colel Chabad


806 Eastern Parkway
Brooklin,NY11213 		NONE 501(c)(3) Educational 1,000
Congregation Shearith Israel


9401 Dallas Avenue
Dallas,TX75225 		NONE 501(c)(3) Educational 10,000
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 750
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 2,500
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 100
Eleos Foundation


1855 Berkeley News
Atlanta,GA30329 		NONE 501(c)(3) Charitable 750
Father Purcells


2048 West Fairview Ave
Montgomery,AL36108 		NONE 501(c)(3) Educational 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 250
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 2,000
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 500
Hadassah


40 Wall Street
New York,NY10005 		NONE 501(c)(3) Charitable 10,800
Hand in Hand


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


800 Eighth Street NW
Washington,DC20001 		NONE 501(c)(3) Charitable 9,000
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
Jewish Federation of Dallas


7800 Northaven Rd
Dallas,TX75230 		NONE 501(c)(3) Charitable 5,400
Jewish Natl Fund


42 E 69th Street
New York,NY10021 		NONE 501(c)(3) Charitable 11,000
JF CS


4549 Chamblee Dunwoody Rd
Atlanta,GA30338 		NONE 501(c)(3) Charitable 2,800
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 6,000
Lamistad


3434 roswell Rd
Atlanta,GA30305 		NONE 501(c)(3) Charitable 500
Lekotek of Georgia Inc


1955 Cliff Valley Way Suite 102
Atlanta,GA30329 		NONE 501(c)(3) Charitable 50,000
Level Pathways


1711 W Irving Blvd Suite 316
Irving,TX75061 		NONE 501(c)(3) Charitable 2,500
Life House Atlanta


4290 Bells Ferry Road Suite 134
Kennesaw,GA30144 		NONE 501(c)(3) Charitable 2,000
Lighthouse Foundation


5582 Peachtree Rd
Chamblee,GA30341 		NONE 501(c)(3) Charitable 500
Magen David ADOM


352 Seventh Ave Suite 400
New York,NY10001 		NONE 501(c)(3) Charitable 10,800
MCG Latin American Clinic


720 St Sebastian Way
August,GA30901 		NONE 501(c)(3) Charitable 10,000
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 1,500
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 750
North TX Food Bk


P O Box 224607
Dallas,TX75222 		NONE 501(c)(3) Charitable 5,500
Pat Tillman Fouindation


217 N Jerrerson Street Suite 602
Chicago,IL60661 		NONE 501(c)(3) Charitable 500
Pier Foundation


PO Box 1092
Cumming,GA30028 		NONE 501(c)(3) Charitable 250
People Making Progress


2345 4th Street 100
Tucker,GA30084 		NONE   Charitable 500
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 6,400
Reece's Rainbow


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


9401 Douglas Ave
Dallas,TX75225 		NONE   Charitable 21,250
Saddle Buddies


7985 Knoght Rd Suite B
Gainesville,GA30506 		NONE   Charitable 1,500
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 6,800
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 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
Whitney Museum


945 Madison Avenue
New York,NY10021 		NONE 501(c)(3) Charitable 1,500
World Jewish Congress


501 Madison Ave 9
New York,NY10022 		NONE   Charitable 18,400
Angel Flight


2000 Airport Rd Suite 227
Atlanta,GA30341 		NONE 501(c)(3) Charitable 250
Southwest Christian Care


7225 Lester Rd
Union City,GA30291 		NONE 501(c)(3) Charitable 1,500
Camp Track Me Away


4880 Lower Roswell Rd Suite 165-410
Marietta,GA30068 		NONE 501(c3) Charitable 2,000
Atlanta Jewish Free Loan


4549 Chamblee-Dunwoody Rd
Atlanta,GA30338 		NONE 501(c)(3) Charitable 8,000
A Leg to Stand On


267 5th Ave Room 800
New York,NY10016 		NONE 501c)(3) Charitable 500
Andees Army


950 E Paces Ferry Rd
Atlanta,GA30326 		  501(c)(3) Charitable 5,000
Bnai Brith International


801 2nd Ave Floor 14
New York,NY10017 		  501(c)(3) Charitable 5,400
Chabad on Campus


795 Brannon Road
Cumming,GA30041 		NONE 501(c)(3) Charitable 1,000
Congregation Agudath Achim


2117 Union Street
Schenectady,NY12309 		NONE 501(c)(3) Charitable 2,500
Dallas Hebrew Loan Association


PO Box 671235
Dallas,TX75367 		NONE 501(c)(3) Charitable 5,400
ERFAT Crib


1274 49th Street
Brookline,NY11219 		NONE 501(c)(3) Charitable 1,800
Global Village Project


205 Sycamore Street
Decatur,GA30030 		NONE 501(c)(3) Charitable 500
Heart to Heart


PO Box 823162
Dallas,TX75382 		NONE 501(c)(3) Charitable 5,000
Jewish Theologic Seminary


3080 Broadway
New York,NY10027 		NONE 501(c)(3) Charitable 2,400
The Music Foundation


PO Box 2096
New York,NY10108 		NONE 501(c)(3) Charitable 500
Neurodiversity Eye to Eye


1117 Perimeter Center W Suite N102
Atlanta,GA30338 		NONE 501(c)(3) Charitable 1,500
Northern Coop Preschool


644 Gates Ave
Brooklin,NY11221 		NONE 501(c)(3) Charitable 1,800
PEF Israel Endowment Fund


630 Third Avenue 15th Floor
New York,NY10017 		NONE 501(c)(3) Charitable 250
Slifka Center Yale


80 Wall Street
New Haven,CT06511 		NONE 501(c)(3) Charitable 1,800
Texas Equal Access Fund


501 Wynnewood Villate 386
Dallas,TX75224 		NONE 501(c)(3) Charitable 5,000
The 70273 Project Inc


PO Box 994
Cashiers,NC28717 		NONE 501(c)(3) Charitable 1,800
All Saints Episcopal Church


634 West Peachtree Street
Atlanta,GA30308 		  501(c)(3) Charitable 1,000
Jewish Federation for Los Angeles


6505 Willshire Blvd
Los Angeles,CA90048 		  501(c)(3) Charitable 8,000
Lilth Fund


PO Box 68949
Austin,TX78768 		  501(c)(3) Charitable 5,000
WIC Amer Section


PO Box 2003
Merrifield,VA22116 		  501(c)(3) Charitable 5,000
Women with Authority


5530 MacArthur Blvd
Irving,TX75039 		  501(c)(3) Charitable 1,000
Womens Refuge Commission


15 West 37th Street 9th Floor
New York,NY10018 		  501(c)(3) Charitable 5,000
Total .................................right arrow 3a 336,250
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		        62
4 Dividends and interest from securities ....         94,702
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 ............ 		        16,180
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) ..     110,944
13Total. Add line 12, columns (b), (d), and (e)..................
13
110,944
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
RothkopfGreenberg Family
Foundation Trust 		Employer identification number
11-2975013
Part I
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

$ 173,071


(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

$ 75,967


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
Bonnie Prokesch MD
6303 Forest Lane
 
Dallas, TX75230

$ 23,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2

TY 2024 AccountingFeesSchedule
Name:
RothkopfGreenberg Family
 
Foundation Trust
EIN:
11-2975013
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting fees 9,075 9,075 9,075 9,075

TY 2024 InvestmentsCorpStockSchedule
Name:
RothkopfGreenberg Family
 
Foundation Trust
EIN:
11-2975013
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
700 shs FirstEnergy Corp 20,449 29,358
1,265 shs Old Republic Intl Corp 19,467 47,817
735 shs Pepsico Inc 35,720 96,616
200 shs Phillips 66 2,334 22,696
750 shs Southern Co 40,845 67,500
1,800 shs UGI Corp 9,300 64,908
888 shs Verizon Communications Inc 45,406 39,036
2,005 shs Wal Mart Stores Inc 58,649 197,934
2,256 shs Gabelli Healthcare & Wellness 27,016 21,567
16,742 shs Gabelli Equity Trust 96,819 96,434
3430 shs Amazon.Com Inc 335,755 703,184
1,080 shs Home Depot Inc 271,388 397,753
100 shs Accenture PLC Ireland 10,923 31,682
250 shs Deere and Co 59,012 126,565
200 shs Stryker Corp 38,844 76,528
135 shs Waters Corp 24,868 47,147
268 shs Enbridge Inc 8,394 12,457
230 shs Carrier Global Corp 6,409 16,376
885 shs Cisco Systems Inc 51,073 55,790
1,661 sha RTX Corp 130,446 226,693
1,140 shs Alliant Energy Corp 59,029 70,942
500 shs AT&T Inc 10,449 13,900
140 shs LabCorp Holdings Inc 22,386 34,856
530 shs Microsoft Corp 134,655 243,991
1,922 shs General Amern Investors Co 77,825 103,653
900 shs General Amern Investors Ser B 24,435 22,293
400 shs Abbott Labs 50,628 53,432
100 shs Apple Inc 17,628 20,085
340 shs Lowes Companies Inc 74,975 76,748
4,000 shs Nvidia Corp 264,062 540,520
590 shs Quanta Services Inc 118,601 202,110
400 shs TJX Cos Inc 27,564 50,760
5,541 shs Cohen & Steers REIT 140,454 120,461
925M FHR 2304 SC .3% 5,406 2
20,000 shs FHR 2003-45 SJ 16% 25,471 1,920
165 shs Berkshire Hathway Inc 48,690 83,153
50 shs Lockheed Martin Corp 24,161 24,119
963.9 shs T Rowe Price Growth Stock 61,688 101,017
200 shs Manhattan Assoc Inc 44,040 37,756
400 shs Oneok Inc 26,585 32,336
600 shs Oracle Corp 74,258 99,318
200 shs Tesla Inc 50,508 69,292
536 IShares Russell 2000 99,880 109,918
7,000 shs Energy Transfer LP Units 95,445 122,360
1,000 shs Edwards LifeSciences Corp 67,472 78,220
500 shs Marvell Technology Inc 53,149 30,095
3,000 Enterprise Products Partner LP 100,304 92,460

TY 2024 OtherExpensesSchedule
Name:
RothkopfGreenberg Family
 
Foundation Trust
EIN:
11-2975013
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Brokerage fees 8 8 8 8


TY 2024 TaxesSchedule
Name:
RothkopfGreenberg Family
 
Foundation Trust
EIN:
11-2975013
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign tax on dividends 177 177 177 177
US Treasury 2,297   2,297 2,297