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 01-01-2024 , and ending 12-31-2024
Name of foundation
RICK AND SUSAN GOINGS FOUNDATION
C/O BESSEMER TRUST COMPANY NA
Number and street (or P.O. box number if mail is not delivered to street address)1271 AVE OF THE AMERICAS 42 FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10020
A Employer identification number

26-0769554
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$21,372,281J 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) 1,383,663
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 281,238 280,775  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,122,820
b Gross sales price for all assets on line 6a 8,562,439
7 Capital gain net income (from Part IV, line 2)... 1,995,740
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,448 1,448  
12 Total. Add lines 1 through 11........ 2,789,169 2,277,963  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,852 0   14,852
14 Other employee salaries and wages...... 53,825 0   53,825
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,057 3,057   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,633 0   4,633
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
155,375 105,375   50,000
17 Interest............... 9,074 9,074   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
708 307   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
339,034 1,558   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 580,558 119,371   123,310
25 Contributions, gifts, grants paid....... 1,189,428 1,189,428
26 Total expenses and disbursements. Add lines 24 and 25 1,769,986 119,371   1,312,738
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,019,183
b Net investment income (if negative, enter -0-) 2,158,592
c Adjusted net income (if negative, enter -0-)...  
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............. 10,000 10,000 10,000
2 Savings and temporary cash investments......... 47,381 570,843 570,843
3 Accounts receivable right arrow1,649
Less: allowance for doubtful accounts right arrow   11,123 1,649 1,649
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) 2,878,162 Click to see attachment
List of Attached Documents:
// Content
3,715,338 		3,643,691
b Investments—corporate stock (attach schedule)....... 7,498,837 Click to see attachment
List of Attached Documents:
// Content
6,762,144 		10,387,461
c Investments—corporate bonds (attach schedule)....... 1,902,959 Click to see attachment
List of Attached Documents:
// Content
1,770,720 		1,759,418
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).......... 3,704,109 Click to see attachment
List of Attached Documents:
// Content
4,099,442 		4,999,219
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,052,571 16,930,136 21,372,281
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 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 16,052,571 16,930,136
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 16,052,571 16,930,136
30 Total liabilities and net assets/fund balances (see instructions). 16,052,571 16,930,136
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,052,571
2
Enter amount from Part I, line 27a .....................
2
1,019,183
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,071,754
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
141,618
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,930,136
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 PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31
b PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31
c PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31
d PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31
e PUBLICLY TRADED SECURITIES D 2024-01-01 2024-12-31
CAPITAL GAINS FROM PARTNERSHIPS P 2024-01-01 2024-12-31
1231 GAINS FROM PARTNERSHIPS P 2024-01-01 2024-12-31
UBTI CAPITAL GAINS P 2024-01-01 2024-12-31
Capital Gains Dividends P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 315,979   321,036 -5,057
b 3,570,702   1,939,829 1,630,873
c 2,615,444   2,570,289 45,155
d 572,464   1,433,033 -860,569
e 1,132,181   302,406 829,775
27,591     27,591
328     328
    106 -106
327,750     327,750
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       -5,057
b       1,630,873
c       45,155
d       -860,569
e       829,775
      27,591
      328
      -106
      327,750
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 1,995,740
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 30,004
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 30,004
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 30,004
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,998
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 35,998
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,994
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,994 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowBESSEMER TRUST COMPANY NA Telephone no.right arrow (516) 508-9623

Located atright arrow1271 AVENUE OF THE AMERICAS 42 FLNEW YORKNY ZIP+4right arrow10020
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
 
 
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
EVERETT V GOINGS CO-TRUSTEE
3.00 		0 0 0
C/O BESSEMER TRUST CO NA
AVENUE OF THE AMERIC,NY10020
SUSAN PORCARO GOINGS CO-TRUSTEE
3.00 		0 0 0
C/O BESSEMER TRUST CO NA
AVENUE OF THE AMERIC,NY10020
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
KIMBERLY STRICKLAND EXECUTIVE ASSISTANT 53,825
C/O BESSEMER TR 1271 AVE OF THE
AMERICAS
NEW YORK,NY10020
ELINOR STEELE ZEGELBONE INDEPENDENT CONSULTANT 50,000
C/O BESSEMER TR 1271 AVE OF THE
AMERICAS
NEW YORK,NY10020
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
19,939,732
b
Average of monthly cash balances.......................
1b
156,973
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
20,096,705
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
20,096,705
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
301,451
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,795,254
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
989,763
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
989,763
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
30,004
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
30,004
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
959,759
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
959,759
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
959,759
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,312,738
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,312,738
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 7 959,759
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,016,639
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 119,853
f Total of lines 3a through e ........ 1,136,492
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,312,738
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 959,759
e Remaining amount distributed out of corpus 352,979
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,489,471
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,016,639
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		472,832
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 119,853
e Excess from 2024.... 352,979
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).)
EVERETT V GOINGS
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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

A GIFT FOR TEACHING

6501 MAGIC WAY BLDG 400C
ORANGE,FL32809 		N/A EXEMPT GENERAL EXEMPT PURPOSE 2,000

BOYS & GIRLS CLUB OF AMERICA

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

BOYS & GIRLS CLUB OF CENTRAL VIRGINIA

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

BOYS & GIRLS CLUB OF GREATER GASTON INC

PO BOX 23
GASTONIA,NC28053 		N/A EXEMPT GENERAL EXMEPT PURPOSE 35,000

CENTRAL FLORIDA B6 CLUB

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

CHARITABLE CONTRIBUTIONS THROUGH PARTNERSHIPS

1271 AVE OF THE AMERICAS
NEW YORK,NY10020 		N/A EXEMPT GENERAL EXEMPT PURPOSE 58

COLIN POWELL SCHOOL

160 CONVERT AVENUE
NEW YORK,NY10031 		N/A EXEMPT GENERAL EXEMPT PURPOSE 200,000

DAVID LYNCH FOUNDATION

228 E 45TH STREET
NEW YORK,NY10017 		N/A EXEMPT GENERAL EXEMPT PURPOSE 75,000

EARLYSVILLE VOLUNTEER FIRE CO INC

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

FOCUSED ULTRASOUND FOUNDATION

1230 CEDARS COURT SUITE 206
CHARLOTTESVILLE,VA22903 		N/A EXEMPT GENERAL EXEMPT PURPOSE 10,000

GUILFORD COLLEGE

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

MONTPELIER FOUNDATION

PO BOX 911
ORANGE,VA22960 		N/A EXEMPT GENERAL EXEMPT PURPOSE 5,000

NANCY LIEBERMAN CHARITIES

5756 QUEBEC LN
PLANO,TX75024 		N/A EXEMPT GENERAL EXEMPT PURPOSE 25,000

NATIONAL KIDNEY FOUNDATION

30 EAST 33RD STREET
NEW YORK,NY10016 		N/A EXEMPT GENERAL EXEMPT PURPOSE 5,000

ONE EAST 60TH STREET HISTORICAL FOUNDATION

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

PAN AFRICAN COLLECTIVE

12138 CENTRAL AVENUE SUITE 678
BOWIE,MD20721 		N/A EXEMPT GENERAL EXEMPT PURPOSE 600

PATHNORTH INC

1717 RHOSE ISLAND AVE NW STE 7
WASHINGTON,DC20036 		N/A EXEMPT GENERAL EXEMPT PURPOSE 20,000

PRESIDENTIAL PRECINCT

427 PARK STREET
CHARLOTTESVILLE,VA22902 		N/A EXEMPT GENERAL EXEMPT PURPOSE 15,000

ROLLIN'S COLLEGE

1000 Holt Ave
WINTER PARK,FL32789 		N/A EXEMPT GENERAL EXEMPT PURPOSE 140,000

SAVE THE HORSES

PO BOX 1123
BALL GROUND,GA30107 		N/A EXEMPT GENERAL EXEMPT PURPOSE 5,000

SPCA ALBEMARLE

3335 BERKMAR DR
CHARLOTTESVILLE,VA22901 		N/A EXEMPT GENERAL EXEMPT PURPOSE 1,000

THE ECONOMIC CLUB OF WASHINGTON

1156 15TH ST NW STE 601
WASHINGTON,DC20005 		N/A EXEMPT GENERAL EXEMPT PURPOSE 3,500

THE MILLER CENTER FOUNDATION

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

THE MITFORD MUSEUM

145 CEDAR VALLEY RD
HUDSON,NC286382501 		N/A EXEMPT GENERAL EXEMPT PURPOSE 10,000

THE UNIVERSITY OF VIRGINIA

1001 NORTH EMET STREET
CHARLOTTESVILLE,VA229044204 		N/A EXEMPT GENERAL EXEMPT PURPOSE 5,000

THE WOMEN'S INSTITUTE

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

THOMAS JEFFERSON FOUNDATION INC

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

WE ARE ALL HUMAN FOUNDATION

240 CENTRE SUITE 5H
NEW YORK,NY10013 		N/A EXEMPT GENERAL EXEMPT PURPOSE 10,000

WIKIMEDIA FOUNDATION

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

WILLIAM'S COLLEGE

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

WORLD FEDERATION OF YOUTH CLUBS

2119-B BERKMAR DRIVE
CHARLOTTESVILLE,VA22901 		N/A EXEMPT GENERAL EXEMPT PURPOSE 429,270

YALE CELI

165 WHITNEY AVENUE
NEW HAVEN,CT065113729 		N/A EXEMPT GENERAL EXEMPT PURPOSE 50,000

YALE UNIVERSITY

38 HILLHOUSE AVENUE
NEW HAVEN,CT06520 		N/A EXEMPT GENERAL EXEMPT PURPOSE 10,000
Total .................................right arrow 3a 1,189,428
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		         
4 Dividends and interest from securities ....     14 281,238  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 106 18 1,122,714  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER PORTFOLIO INCOME FROM PARTNERSHIPS 		    01 1,366  
bROYALTY INCOME FROM PARTNERSHIPS     01 82  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 106 1,405,400 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,405,506
(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:  
Software Version:  


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
RICK AND SUSAN GOINGS FOUNDATION
C/O BESSEMER TRUST COMPANY NA
Employer identification number

26-0769554
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
RICK AND SUSAN GOINGS FOUNDATION
C/O BESSEMER TRUST COMPANY NA 		Employer identification number
26-0769554
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
EVERETT V GOINGS
C/O BESSEMER TRUST CO NA
 
AVENUE OF THE AMERIC, NY10020

$ 71,345


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
EVERETT V GOINGS
C/O BESSEMER TRUST CO NA
 
AVENUE OF THE AMERIC, NY10020

$ 60,390


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
EVERETT V GOINGS
C/O BESSEMER TRUST CO NA
 
AVENUE OF THE AMERIC, NY10020

$ 136,886


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
EVERETT V GOINGS
C/O BESSEMER TRUST CO NA
 
AVENUE OF THE AMERIC, NY10020

$ 190,481


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
EVERETT V GOINGS
C/O BESSEMER TRUST CO NA
 
AVENUE OF THE AMERIC, NY10020

$ 368,576


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
EVERETT V GOINGS
C/O BESSEMER TRUST CO NA
 
AVENUE OF THE AMERIC, NY10020

$ 555,985


(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
RICK AND SUSAN GOINGS FOUNDATION
C/O BESSEMER TRUST COMPANY NA 		Employer identification number

26-0769554
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
1
 375.00 SHARES OF ALPHABET INC CLASS C HIGH:$194.1354LOW:$186.3700AVE PRICE PER SHARE:$190.2527 $ 71,345 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 625.00 SHARES OF DOLLARAMA INC HIGH:$97.19177LOW:$96.05735AVE PRICE PER SHARE:$96.6246 $ 60,390 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 1,246.00 SHARES OF HOWMET AEROSPACE INC HIGH:$111.39LOW:$108.33AVE PRICE PER SHARE:$109.86 $ 136,886 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 322.00 SHARES OF META PLATFORMS INCHIGH:$603.11LOW:$580.00AVE PRICE PER SHARE:$591.5550 $ 190,481 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 845.00 SHARES OF MICROSOFT CORPHIGH:$443.74LOW:$428.63AVE PRICE PER SHARE:$436.1850 $ 368,576 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 4,220.00 SHARES OF NVIDIA CORPHIGH: $135.28LOW: $128.22AVE PRICE PER SHARE: $131.75 $ 555,985 2024-12-20
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
RICK AND SUSAN GOINGS FOUNDATION
C/O BESSEMER TRUST COMPANY NA 		Employer identification number

26-0769554
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:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FIDUCIARY TAX SERVICE FEES 2,750 0   2,750
BESSEMER PAYROLL 1,883 0   1,883

TY 2024 InvestmentsCorpBondsSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Name of Bond End of Year Book Value End of Year Fair Market Value
55000.00 AIR LEASE CORP 54,495 56,388
55000.00 AMERICAN EXPRESS CO 55,042 55,681
49000.00 BANK OF AMERICA CORP 49,089 48,066
45000.00 BHP BILLITON FIN USA LTD 44,759 45,423
50000.00 BROADCOM INC 50,004 50,186
50000.00 CAPITAL ONE FINANCIAL CO 50,000 51,645
60000.00 CHARLES SCHWAB CORP 60,187 54,983
51000.00 CHENIERE CORP CHRISTI HD 47,043 47,874
50000.00 CISCO SYSTEMS INC 50,234 50,165
50000.00 CITIGROUP INC 50,224 48,407
49000.00 COREBRIDGE FINANCIAL INC 49,801 49,911
51000.00 CVS HEALTH CORP 51,126 49,829
50000.00 DIAMONDBACK ENERGY INC 51,588 50,097
48000.00 ELEVANCE HEALTH INC 48,052 47,547
46000.00 ENERGY TRANSFER LP 46,004 47,774
45000.00 FIFTH THIRD BANCORP 47,211 46,668
55000.00 FLORIDA POWER & LIGHT CO 54,465 54,452
50000.00 GOLDMAN SACHS GROUP INC 49,964 48,976
45000.00 HUNTINGTON BANCSHARES 45,057 45,003
27000.00 JPMORGAN CHASE & CO 28,883 26,284
27000.00 JPMORGAN CHASE & CO 27,139 24,519
45000.00 L3HARRIS TECH INC 45,012 45,059
60000.00 MARRIOTT INTERNATIONAL 52,581 52,928
45000.00 MARSH & MCLENNAN COS INC 44,807 44,454
52000.00 MORGAN STANLEY 54,653 51,732
47000.00 NATIONAL RURAL UTIL COOP 47,006 47,330
48000.00 PACIFIC GAS & ELECTRIC 48,470 48,777
60000.00 PAYPAL HOLDINGS INC 51,411 54,827
50000.00 PFIZER INVESTMENT ENTER 49,940 49,562
51000.00 PUBLIC SERVICE ENTERPRIS 51,958 52,605
60000.00 PUBLIC STORAGE 60,002 54,724
50000.00 SOUTHWEST AIRLINES CO 49,770 50,260
35000.00 SUMITOMO MITSUI FINL GRP 35,011 33,935
59000.00 TEXAS INSTRUMENTS INC 49,847 50,488
20000.00 TOYOTA MOTOR CREDIT CORP 20,474 20,304
53000.00 TRUIST FINANCIAL CORP 53,046 53,837
50000.00 WILLIAMS COMPANIES INC 46,365 48,718

TY 2024 InvestmentsCorpStockSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Name of Stock End of Year Book Value End of Year Fair Market Value
599.00 ALIMENTATION COUCHE-TARD I 29,726 33,178
641.00 ALPHABET INC CLASS C 36,702 122,072
530.00 AMAZON.COM INC 24,340 116,276
314.00 AMEREN CORP 21,572 27,989
81.00 APOLLO GLOBAL MANAGEMENT I 11,644 13,377
550.00 APPLE INC 23,242 137,731
119.00 APPLIED MATERIALS 20,217 19,352
435.00 ASHTEAD GROUP 29,333 27,033
10.00 ASM INTERNATIONAL NV 2,958 5,805
29.00 ASML HOLDING 13,005 20,447
2.00 AUTOZONE INC 5,108 6,404
801.00 AVANTOR INC 20,122 16,877
1193.00 BANK OF AMERICA CORP 30,727 52,432
194.00 BJ'S WHOLESALE CLUB HOLDIN 11,815 17,333
128.00 BOOZ ALLEN HAMILTON HLDGS 13,250 16,473
160.00 BROADCOM INC 26,094 37,094
547.00 BROOKFIELD CORPORATION 25,367 31,425
48.00 BUILDERS FIRSTSOURCE INC 9,633 6,860
88.00 BWX TECHNOLOGIES INC 7,843 9,802
39.00 CARLISLE COS 7,551 14,384
131.00 CBRE GROUP INC 17,226 17,198
833.00 CCC INTELLIGENT SOLUTIONS 9,383 9,771
97.00 CDW CORP/DE 12,015 16,881
136.00 CENCORA INC 24,461 30,556
94.00 CLEAN HARBORS INC 13,151 21,633
423.00 CONOCOPHILLIPS 29,657 41,948
10.00 CONSTELLATION SOFTWARE 26,497 30,883
162.00 COOPER COS INC/THE 8,013 14,892
301.00 COPART INC 8,262 17,274
280.00 CORE & MAIN INC 12,969 14,254
28.00 COSTCO WHSL CORP NEW 13,564 25,655
253.00 CRH PLC 17,641 23,407
129.00 DANAHER CORP 20,036 29,611
207.00 DOLLARAMA INC 5,875 20,175
61.00 EATON CORP PLC 8,631 20,244
94.00 ENTEGRIS INC 12,241 9,311
60.00 EQUIFAX INC 7,093 15,291
232.00 FISERV INC 36,225 47,657
368.00 FORTINET INC 25,712 34,768
83.00 GARTNER INC CL A 31,380 40,211
127.00 HILTON WORLDWIDE HOLDINGS 12,421 31,389
311.00 HOWMET AEROSPACE INC 10,471 34,014
19.00 IDEXX LABS CORP 8,120 7,855
343.00 INTERCONTINENTAL EXCHG INC 36,757 51,110
252.00 JPMORGAN CHASE & CO 36,993 60,406
121.00 KEYSIGHT TECHNOLOGIES INC 18,381 19,436
118.00 LIVE NATION ENTERTMNT INC 9,557 15,281
101.00 LOWES COS INC 21,517 24,926
42.00 LVMH MOET HENNESSY VUITTON 24,740 27,729
69.00 MANHATTAN ASSOCIATES INC 12,736 18,646
399.00 MARVELL TECHNOLOGY INC 19,473 44,069
61.00 MCKESSON CORP 33,209 34,764
49.00 MEDPACE HOLDINGS 14,459 16,279
14.00 MERCADOLIBRE INC 16,574 23,806
139.00 META PLATFORMS INC 23,664 81,385
352.00 MICROSOFT CORP 22,345 148,368
100.00 MOTOROLA SOLUTIONS INC 25,650 46,223
43.00 MSCI INC 25,280 25,800
280.00 NASDAQ INC. 8,953 21,646
326.00 NEXTERA ENERGY INC 25,077 23,370
94.00 NICE LTD ADR 14,077 15,964
51.00 NORTHROP GRUMMAN CORP 19,391 23,933
1005.00 NVIDIA CORP 24,624 134,961
91.00 NXP SEMICONDUCTORS NV 22,521 18,914
52.00 OLD DOMINION FREIGHT 11,529 9,172
16.00 O'REILLY AUTO INC NEW 17,331 18,972
45618.52 OW CREDIT INCOME FUND 427,152 357,649
266988.26 OW LARGE CAP STRATEGIES FD 2,995,283 5,294,377
124492.21 OW SMALL & MIDCAP STRAT FD 1,768,981 1,991,875
13.00 POOL CORP 4,684 4,432
96.00 PROLOGIS INC 10,236 10,147
237.00 RYAN SPECIALTY HOLDNGS INC 10,537 15,205
47.00 S&P GLOBAL INC. 11,394 23,407
34.00 SAIA INC COM 9,007 15,494
50.00 SBA COMMUNICATIONS CORP 10,730 10,190
786.00 SCHLUMBERGER LTD 41,780 30,135
44.00 SPDR S&P OIL & GAS EXPLORA 5,950 5,824
75.00 SPDR S&P REGIONAL BK ETF 5,038 4,526
91.00 STERIS PLC 8,615 18,705
223.00 TAKE-2 INTERACTIVE 28,881 41,049
68.00 THERMO FISHER SCIENTIFIC 18,020 35,375
174.00 TRADEWEB MARKETS INC 11,370 22,780
510.00 TRANSUNION 33,585 47,282
134.00 UNITEDHEALTH GROUP INC 40,515 67,785
388.00 US FOODS HOLDING CORP 9,352 26,174
80.00 UTILITIES SELECT SECT SPDR 5,714 6,055
287.00 VISA INC 23,649 90,703
466.00 WALMART INC 22,842 42,103
59.00 WEX INC 6,574 10,343
355.00 WILLSCOT HOLDINGS CORP 16,344 11,874
115.00 WYNDHAM HOTELS & RESORTS 9,780 11,590

TY 2024 InvestmentsGovtObligationsSch
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
US Government Securities - End of Year Book Value:

3,715,338
US Government Securities - End of Year Fair Market Value:

3,643,691
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
1004.98 5TH AVE MUL-STRAT OFF S1 AT COST 2,725,000 3,227,208
459270.43 5TH AVE PRIV EQUITY 15 T1 AT COST 418,128 604,327
526390.87 5TH AVE PRIV EQUITY 16 T2 AT COST 476,723 568,006
219849.35 5TH AVE PRIV EQUITY 17 T3 AT COST 199,698 214,940
335890.90 5TH AVE REAL ASSETS 5 T1 AT COST 260,288 358,877
24496.24 5TH AVE REAL ASSETS 6 T2 AT COST 19,605 25,861

TY 2024 LegalFeesSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,057 3,057   0


TY 2024 OtherDecreasesSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Description Amount
BOOK / TAX DIFFERENCE 141,618


TY 2024 OtherExpensesSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISC EXPENSES- OFFICER EXPENSES 298,185 0   0
OTHER LOSSES FROM PARTNERSHIPS 39,136 0   0
NONDEDUCTIBLE EXPENSES 155 0   0
OTHER EXPENSES FROM PARTNERSHIP- FAPE 15 39 39   0
OTHER EXPENSES FROM PARTNERSHIP- FAPE 16 404 404   0
OTHER EXPENSES FROM PARTNERSHIP- FAPE 17 65 65   0
OTHER EXPENSES FROM PARTNERSHIP- FARA 5 449 449   0
OTHER EXPENSES FROM PARTNERSHIP- FARA 6 601 601   0


TY 2024 OtherIncomeSchedule2
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PORTFOLIO INCOME FROM PARTNERSHIPS 1,366 1,366 1,366
ROYALTY INCOME FROM PARTNERSHIPS 82 82 82


TY 2024 OtherProfessionalFeesSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CORE SERVICES FEES 39,416 39,416   0
INVESTMENT FEES FROM PARTNERSHIP 65,955 65,955   0
CONSULTANT FEES 50,000 0   50,000
ADR FEES 4 4   0


TY 2024 TaxesSchedule
Name:
RICK AND SUSAN GOINGS FOUNDATION
 
C/O BESSEMER TRUST COMPANY NA
EIN:
26-0769554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 609 257   0
FOREIGN TAX- PARTNERSHIPS 50 50   0
TAX PAYMENTS 49 0   0