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Fairfield CT 06824 false false false false true false false false false false false false false false false false false false false false false false Aaron Goldman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Angel Schrager Goldman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 3982598 121969 994696 5099263 0 5099263 76489 5022774 251139 251139 8739 8739 242400 242400 242400 690954 0 0 0 0 690954 242400 2021 2020 2019 27481 72283 133657 19394 137741 390556 690954 242400 448554 839110 0 27481 811629 72283 133657 19394 137741 448554 Aaron Goldman Angel Schrager Goldman X 24 7 GATEWAY LLC 275 PRYOR ST SW ATLANTA GA 30303 N/A SO I Human Clay Donation 10000 AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR TH 1 NORTHFIELD PLZ STE 300 NORTHFIELD IL 60093 N/A PC General & Unrestricted 5000 AMERICAN JEWISH COMMITTEE 165 E 56TH ST NEW YORK NY 10022 N/A PC Charitable Event 5000 ATLANTA COMMUNITY FOOD BANK INC 3400 N DESERT DR ATLANTA GA 30344 N/A PC Atlanta Apartment Association Food-A-Thon 5000 ATLANTA INTERNATIONAL CHURCH 635 ANGIER AVE NE ATLANTA GA 30308 N/A PC General & Unrestricted 5000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 N/A PC General & Unrestricted 20000 CHABAD AT THE UNIVERSITY OF WISCONSIN INC 223 W GILMAN ST MADISON WI 53703 N/A PC General & Unrestricted 15000 CHABAD AT THE UNIVERSITY OF WISCONSIN INC 223 W GILMAN ST MADISON WI 53703 N/A PC Charitable Event 1000 CHICAGO YOUTH PROGRAMS INC 5350 S PRAIRIE AVE CHICAGO IL 60615 N/A PC General & Unrestricted 7500 CLIFF VALLEY SCHOOL INCORPORATED 2426 CLAIRMONT RD NE ATLANTA GA 30329 N/A PC Jennifer Marzano Scholarship Fund 20000 COOL GIRLS INC 315 W PONCE DE LEON AVE STE 800 DECATUR GA 30030 N/A PC Charitable Event 5000 EARN2GIVE INC 2275 MARIETTA BLVD NW ATLANTA GA 30318 N/A PC General & Unrestricted 2500 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 720556 ATLANTA GA 30358 N/A PC General & Unrestricted 6800 HARRY AND ROSE SAMSON FAMILY JEWISH COMMUNITY CENT 6255 N SANTA MONICA BLVD MILWAUKEE WI 53217 N/A PC Camp Interlaken Scholarship Fund 5000 HEBREW BENEVOLENT CONGREGATION THE TEMPLE 1589 PEACHTREE ST NE ATLANTA GA 30309 N/A PC Circle fund 12850 IANS FRIENDS FOUNDATION INC 855 MARSEILLES DR ATLANTA GA 30327 N/A PC General & Unrestricted 3000 IMPACTISRAEL INC 200 HIGHLAND AVE STE 301 NEEDHAM MA 02494 N/A PC Jasper and Fiona Chazen campaign 10080 JEWISH EDUCATIONAL LOAN FUND INC 6065 ROSWELL RD STE 740 SANDY SPRINGS GA 30328 N/A PC General & Unrestricted 1800 JEWISH FAMILY & CAREER SERVICES INC 4549 CHAMBLEE DUNWOODY RD ATLANTA GA 30338 N/A PC General & Unrestricted 5000 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Emergency campaign, United Hatzalah and Mogan David Adom 100000 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC A Hand Up Atlanta 3000 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Jewish Innovation Fund and Partners Fund 50000 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Jewish Camp Initiative 5000 JEWISH FEDERATION OF GREATER ATLANTA INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Jewish Innovation Fund and Partners Fund 45000 JEWISH KIDS GROUPS FOUNDATION INC 675 PONCE DE LEON AVE NE 8500 OFFI ATLANTA GA 30308 N/A PC Tuition Scholarship Fund and Ana's Run 5000 MARY HALL FREEDOM VILLAGE INC PO BOX 501205 ATLANTA GA 31150 N/A PC General & Unrestricted 2078 MIDTOWN JESTERS BOOSTER CLUB INC 929 CHARLES ALLEN DR NE ATLANTA GA 30309 N/A PC General & Unrestricted 1000 MOST VALUABLE KIDS INC 285 W WIEUCA ROAD B-113 ATLANTA GA 30342 N/A PC General & Unrestricted 3000 OPEN DOORS SOLUTIONS INC 2872 WOODCOCK BLVD STE 211 ATLANTA GA 30341 N/A PC General & Unrestricted 166667 P E F ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVE 15TH FLOOR NEW YORK NY 10017 N/A PC General & Unrestricted 18000 P E F ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVE 15TH FLOOR NEW YORK NY 10017 N/A PC Charitable Event 5000 PAIDEIA SCHOOL INCORPORATED 1509 PONCE D L AVE NE ATLANTA GA 30307 N/A PC Paideia School Fund and Paideia School New Building 10000 RALLY FOUNDATION INC 5775 GLENRIDGE DR BLDG B STE 370 SANDY SPRINGS GA 30328 N/A PC Sponsor a Child fund 25000 RICHARD J CARON FOUNDATION PO BOX 150 WERNERSVILLE PA 19565 N/A PC Atlanta Scholarship Fund 5000 THE GIVING KITCHEN INITIATIVE INC 970 JEFFERSON ST NW STE 8 ATLANTA GA 30318 N/A PC General & Unrestricted 1800 THE MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATIO 18 BEE ST MSC 450 CHARLESTON SC 29425 N/A SO III FI General & Unrestricted 525 THE WILLIAM BREMAN JEWISH HOME INC 3150 HOWELL MILL RD NW ATLANTA GA 30327 N/A PC General & Unrestricted 3000 TRAVELERS AID OF METROPOLITAN ATLANTA INC 458 PONCE DE LEON AVE NE BLDG ATLANTA GA 30308 N/A PC General & Unrestricted 10300 TRAVELERS AID OF METROPOLITAN ATLANTA INC 458 PONCE DE LEON AVE NE BLDG ATLANTA GA 30308 N/A PC Heroes for HOPE Guardian 5000 Union for Reform Judaism 633 3RD AVE NEW YORK NY 10017 N/A PC Camp Coleman 3600 UNITED WAY OF GREATER ATLANTA INC 40 COURTLAND ST NE ATLANTA GA 30303 N/A PC Zaban Paradies, IntownCares, Chris180, MaryHall Freedom Village, Center for Family Resources and Hotels to Home 36000 UNITED WAY OF GREATER ATLANTA INC 40 COURTLAND ST NE ATLANTA GA 30303 N/A PC General & Unrestricted 5000 UNIVERSITY OF WISCONSIN FOUNDATION US BANK LOCKBOX 78807 MILWAUKEE WI 53278 N/A PC The John Lewis business Scholarship fund 10000 USHER 1F COLLABORATIVE INC 321 WALNUT ST 228 NEWTONVILLE MA 02460 N/A PC General & Unrestricted 1800 ASPEN COMMUNITY FOUNDATION 455 GOLD RIVERS COURT STE 515 BASALT CO 81621 N/A PC General & Unrestricted 556 666856 14 5590 14 82177 18 427620 K-1 Inc/Loss 525990 -17241 14 35885 PFIC INCOME-IRRADIANT SOLUTIONS OFFSHORE 14 5832 PFIC INCOME-KAYNE SENIOR CREDIT III OFFS 14 17467 PRIOR PERIOD ADJUSTMENT OF FEE 01 1080 -17241 575651 558410 false false false false false false false false false false X X 1 Goldman Charitable Lead Annuity Tru 1760 Merton Road NE Atlanta GA 30306 61157 X ABBOTT LABS 62289 99063 APPLE INC 50389 309396 BAIRD SHORT TERM BOND FUND INS 78184 76679 BERKSHIRE HATHAWAY INC. CLASS 177491 279265 CLIFFWATER CORPORATE LENDING F 125000 124155 CREDIT ACCEPTANCE CORPORATION 66004 169408 DOUBLELINE TOTAL RETURN BOND 91219 76585 ISHARES S&P 1500 INDEX FD 922617 1354521 ISHARES S&P 500 GROWTH INDEX F 30850 58127 JP MORGAN ULTRA SHORT INCOME E 24659 24362 MICROSOFT CORP 85853 326779 PIMCO FLEXIBLE CREDIT INCOME F 73531 47842 SPDR S&P 500 ETF TRUST 19776 24241 SPDR S&P DIVIDEND ETF 27286 41865 UNITED PARCEL SERVICE 70928 141507 VANGUARD DIVIDEND APPRECIATION 154807 271958 VANGUARD DIVIDEND GROWTH FD 106576 145688 VANGUARD MID-CAP VALUE INDEX 29902 44228 VANGUARD SHOR-TERM GOV BOND 64978 65796 VANGUARD TOTAL INTERNATIONAL S 24949 25908 WELLS FARGO & CO 217347 199735 ARDENT FINANCIAL FUND III, LP 99329 94948 ARDENT FINANCIAL FUND IV, LP 157469 154535 ATLANTA AFFORDABLE HOUSING FUN 469477 486414 IRRADIANT SOLUTIONS OFFSHORE F 90865 112427 KAYNE SENIOR CREDIT III OFFSHO 72570 146373 Administrative Fees 24073 24073 Bank Charges 150 150 K-1 Exp ARDENT FINANCIAL FUND 300 300 K-1 Exp ATLANTA AFFORDABLE HOU 7 State or Local Filing Fees 25 25 K-1 Inc/Loss ARDENT FINANCIAL FUND IV, LP 24811 24811 K-1 Inc/Loss ATLANTA AFFORDABLE HOUSING FUND, LP -6167 11074 PFIC INCOME-IRRADIANT SOLUTIONS OFFSHORE 5832 5832 PFIC INCOME-KAYNE SENIOR CREDIT III OFFSHO 17467 17467 Prior Period Adjustment of Fees 1080 1080 990-PF Estimated Tax for 2023 3800 990-T Income Tax for 2022 1268