Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE GOLDSTONE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)445 MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RIDGEFIELD, CT06877
A Employer identification number

06-1596255
B Telephone number (see instructions)

(203) 438-5588
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$22,123,566J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 153,402 153,402  
4 Dividends and interest from securities... 271,676 271,676  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -13,611
b Gross sales price for all assets on line 6a 1,814,279
7 Capital gain net income (from Part IV, line 2)... 0
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 -331,026 -331,026  
12 Total. Add lines 1 through 11........ 80,441 94,052  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 75,000 0   75,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,000 0   10,000
c Other professional fees (attach schedule).... Click to see attachment 86,979 80,898   0
17 Interest............... 1,459 1,459   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 99,601 7,674   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 44,251 0   44,251
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 48,862 25,563   10,546
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 366,152 115,594   139,797
25 Contributions, gifts, grants paid....... 860,162 860,162
26 Total expenses and disbursements. Add lines 24 and 25 1,226,314 115,594   999,959
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,145,873
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 1,236,550 409,702 409,702
2 Savings and temporary cash investments......... 6,370,338 3,480,566 3,480,566
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 7,494,439 Click to see attachment9,024,681 9,024,681
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet   215,064    
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,014,556 Click to see attachment9,132,392 9,132,392
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment450,369 Click to see attachment76,225 Click to see attachment76,225
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,781,316 22,123,566 22,123,566
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 bullet) Click to see attachment0 Click to see attachment1,394
23 Total liabilities (add lines 17 through 22)......... 0 1,394
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 24,781,316 22,122,172
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 24,781,316 22,122,172
31 Total liabilities and net assets/fund balances (see instructions). 24,781,316 22,123,566
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
24,781,316
2
Enter amount from Part I, line 27a .....................
2
-1,145,873
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,635,443
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,513,271
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
22,122,172
Form 990-PF (2018)
Form 990-PF (2018)
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 FIDELITY - AC 4535 P    
b FIDELITY - AC 4535 P    
c FIDELITY - AC 6870 P    
d GS CAPITAL PARTNERS VI PARALLEL P    
e FROM K-1 - A.P. OPPORTUNITY NON UBIT P    
FROM K-1 OAKTREE CAPITAL GROUP LLC P    
FROM K-1 OAKTREE CAPITAL GROUP LLC P    
SERIES INSTITUTIONAL OF METROPOLITAN P    
SILVER POINT CAPITAL OFFSHORE FUND, LTD. P    
ARCHSTONE PARTNERS, L.P. P    
MPF IV GP LLC P    
GS MEZZANINE PARTNERS 2006 OFFSHORE LP P    
LANDMARK INFRASTRUCTURE PARTNERS LP P    
LANDMARK INFRASTRUCTURE PARTNERS LP 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 485,923   429,264 56,659
b 1,120,647   1,222,361 -101,714
c 142,825   125,087 17,738
d 11,905     11,905
e     247 -247
4,022     4,022
23,699     23,699
2,820     2,820
    8,941 -8,941
    41,990 -41,990
270     270
773     773
7,829     7,829
13,566     13,566
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       56,659
b       -101,714
c       17,738
d       11,905
e       -247
      4,022
      23,699
      2,820
      -8,941
      -41,990
      270
      773
      7,829
      13,566
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 -13,611
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,003,562 25,381,761 0.039539
2016 1,237,104 24,453,408 0.050590
2015 1,313,643 23,473,366 0.055963
2014 1,265,827 25,517,937 0.049605
2013 1,239,030 25,046,989 0.049468
2
Total of line 1, column (d) .....................
2
0.245165
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.049033
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
27,292,384
5
Multiply line 4 by line 3......................
5
1,338,227
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
1,338,227
8
Enter qualifying distributions from Part XII, line 4,.............
8
999,959
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 0
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 0
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,000
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet10,000 RefundedBullet 11 0
Part VII-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 Instructions
for 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY, DE
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletSTEVEN F GOLDSTONE Telephone no.bullet (203) 438-5588

    Located atbullet445 MAIN STREETRIDGEFIELDCT ZIP+4bullet06877
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 bullet  
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    c
    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 2018?.............
    1c
     
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet2017, 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
    Yes
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    STEVEN F GOLDSTONE CO BEVERLY CHASE DIRECTOR, PRESIDENT & TREA
    10.00     		0 0 0
    445 MAIN STREET
    RIDGEFIELD,CT06877
    ELIZABETH GOLDSTONE CO BEVERLY CHAS DIRECTOR, VP, SECRETARY
    10.00     		0 0 0
    445 MAIN STREET
    RIDGEFIELD,CT06877
    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
    KERRI GLASS MANAGER
    40.00     		75,000 12,416 0
    187 FARMINGVILLE ROAD
    RIDGEFIELD,CT06877
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    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.............bullet0
    Part IX-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 IX-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.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    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
    12,458,575
    b
    Average of monthly cash balances.......................
    1b
    5,823,308
    c
    Fair market value of all other assets (see instructions)................
    1c
    9,426,121
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,708,004
    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
    27,708,004
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    415,620
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    27,292,384
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,364,619
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,364,619
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    2,095
    c
    Add lines 2a and 2b............................
    2c
    2,095
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,362,524
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,362,524
    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 XIII, line 1 ...
    7
    1,362,524
    Part XII
    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
    999,959
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    999,959
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    999,959
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,362,524
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 1,061,684
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 999,959
    a Applied to 2017, but not more than line 2a 999,959
    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 2018 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 0
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		61,725
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		1,362,524
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2018, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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).)
    STEVEN F GOLDSTONE CO BEVERLY CHASE
    ELIZABETH GOLDSTONE CO BEVERLY CHAS
    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 bullet
    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 (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    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 BETTER CHANCE IN RIDGEFIELD INC
    PO BOX 1044
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 3,700
    ABILITY BEYOND
    4 BERKSHIRE BLVD
    BETHEL,CT06801     		NONE PUBLIC CHARITY GENERAL USE 1,000
    ACT OF CONNECTICUT THEATRE
    36 OLD QUARRY ROAD
    RIDGEFIELD,CT06437     		NONE PUBLIC CHARITY GENERAL USE 30,500
    ACTIVE MINDS
    2001 S STREET NW SUITE 630
    WASHINGTON DC,DC20009     		NONE PUBLIC CHARITY GENERAL USE 2,500
    ANIMAL KIND INC
    721 WARREN STREET
    HUDSON,NY12534     		NONE PUBLIC CHARITY GENERAL USE 200
    BARD COLLEGE
    30 CAMPUS ROAD
    HUDSON,NY12504     		NONE PUBLIC CHARITY GENERAL USE 3,500
    BIG BROTHERS BIG SISTERS SWCT
    2470 FAIRFIELD AVE
    BRIDGEPORT,CT06605     		NONE PUBLIC CHARITY GENERAL USE 250
    BROOKLYN HEIGHTS SYNAGOGUE
    131 REMSEN ST
    BROOKLYN,NY11201     		NONE PUBLIC CHARITY GENERAL USE 500
    CENTER FOR ADVANCEMENT IN CANCER EDUCATION
    300 E LANCASTER AVE SUITE 100
    WYNNEWOOD,PA19096     		NONE PUBLIC CHARITY GENERAL USE 1,000
    CHEKHOV INTERNATIONAL THEATRE FESTIVAL
    37 HALPIN LANE
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 250
    CONCERT HAPPENINGS IN RIDGEFIELD'S PARKS
    400 MAIN ST
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 250
    CHRIS HENRY AND ROYAL FAMILY PROD
    145 WEST 46TH STREET 3RD FLOOR
    NEW YORK,NY10036     		NONE PUBLIC CHARITY GENERAL USE 16,000
    CHRISTOPHER & DANA REEVE FOUNDATION
    636 MORRIS TURNPIKE SUITE 3A
    SHORT HILLS,NJ07078     		NONE PUBLIC CHARITY GENERAL USE 500
    CIRCLE OF TAPAWINGO
    5124 HOLYROOD ROAD
    PITTSBURGH,PA15213     		NONE PUBLIC CHARITY GENERAL USE 500
    COBBOSSEECONTEE YACHT CLUB
    PO BOX 17
    MANCHESTER,ME04351     		NONE PUBLIC CHARITY GENERAL USE 500
    CONNECTICUT FOOD BANK
    PO BOX 8686
    NEW HAVEN,CT06531     		NONE PUBLIC CHARITY GENERAL USE 350
    CREATIVE CAPITAL
    65 BLEECKER ST 7TH FL
    NEW YORK,NY10012     		NONE PUBLIC CHARITY RESTRICTED 500
    DO NGAK KUNPHEN LING
    30 PUTNAM PARK RD
    REDDING,CT06896     		NONE PUBLIC CHARITY GENERAL USE 500
    EAST 69TH STREET ASSOCIATION
    POST OFFICE BOX 433
    NEW YORK,NY10021     		NONE PUBLIC CHARITY GENERAL USE 250
    ETHEL WALKER SCHOOL
    230 BUSHY HILL ROAD
    SIMSBURY,CT06070     		NONE PUBLIC CHARITY GENERAL USE 250
    FAMILY REENTRY INC
    9 MOTT AVE STE 104
    NORWALK,CT06850     		NONE PUBLIC CHARITY GENERAL USE 250
    FOOD AND ALLERGY INITIATIVE
    7925 JONES BRANCH DR STE 1100
    MCLEAN,VA22102     		NONE PUBLIC CHARITY GENERAL USE 250
    FOUNDERS HALL
    2504 9TH AVENUE
    KEARNEY,NE68845     		NONE PUBLIC CHARITY GENERAL USE 21,500
    FRIENDS OF COBBOSSEE WATERSHED
    51 SEWALL ST
    AUGUSTA,ME04330     		NONE PUBLIC CHARITY GENERAL USE 825
    GIRL SCOUTS OF CONNECTICUT
    340 WASHINGTON STREET
    HARTFORD,CT06106     		NONE PUBLIC CHARITY GENERAL USE 500
    GRACE FARMS FOUNDATION
    365 LUKES WOOD RD
    NEW CANAAN,CT06840     		NONE PUBLIC CHARITY GENERAL USE 1,000
    GROOVE WITH ME
    186 E 123RD ST 2
    NEW YORK,NY10035     		NONE PUBLIC CHARITY GENERAL USE 16,000
    HOLIDAY TRUST FUND
    400 MAIN STREET
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 500
    HOPE FOR THE WARRIORS
    8003 FORBES PLACE SUITE 201
    SPRINGFIELD,VA22151     		NONE PUBLIC CHARITY GENERAL USE 250
    HOUSATONIC HABITAT FOR HUMANITY
    51 AUSTIN ST
    DANBURY,CT06810     		NONE PUBLIC CHARITY RESTRICTED 36,000
    KEELER TAVERN MUSEUM
    132 MAIN STREET
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 27,000
    KENNEBEC LAND TRUST
    134 MAIN ST STE 2B
    WINTHROP,ME04364     		NONE PUBLIC CHARITY GENERAL USE 825
    KIDS IN CRISIS
    1 SALEM ST
    COS COB,CT06807     		NONE PUBLIC CHARITY GENERAL USE 500
    LEGAL AID
    999 ASYLUM AVE
    HARTFORD,CT06105     		NONE PUBLIC CHARITY GENERAL USE 1,000
    LGBTQ COMMUNITY IN KEY WEST
    513 TRUMAN AVE
    KEY WEST,FL33040     		NONE PUBLIC CHARITY GENERAL USE 1,500
    LOGGERHEAD MARINELIFE CENTER
    14200 US HWY 1
    JUNO BEACH,FL33408     		NONE PUBLIC CHARITY GENERAL USE 5,000
    MAHLER FOUNDATION
    1362 PACIFIC AVENUE SUITE 217
    SANTA CRUZ,CA95060     		NONE PUBLIC CHARITY GENERAL USE 4,900
    MAINE STATE MUSIC
    22 ELM ST
    BRUNSWICK,ME04011     		NONE PUBLIC CHARITY GENERAL USE 10,000
    MARC COMMUNITY RESOURCES INC
    924 N COUNTRY CLUB DRIVE
    MESA,AZ85201     		NONE PUBLIC CHARITY GENERAL USE 40,000
    NEW YORK CITY BALLET
    20 LINCOLN CENTER
    NEW YORK,NY10023     		NONE PUBLIC CHARITY GENERAL USE 250
    NORTHERN WESTCHESTER HOSPITAL
    400 E MAIN ST
    MT KISCO,NY10549     		NONE PUBLIC CHARITY GENERAL USE 500
    OPEN DOOR
    4 MERRITT STREET
    NORWALK,CT06854     		NONE PUBLIC CHARITY GENERAL USE 20,500
    PROSPECTS OPPORTUNITY AND ENRICHMENT
    454 MAIN STREET
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 10,000
    READING IS FUNDAMENTAL
    1730 RHODE ISLAND AVE NW 11TH FLOOR
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY GENERAL USE 2,500
    RIDES FOR RIDGEFIELD
    400 MAIN STREET
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 2,500
    RIDGEFIELD COMMUNITY CENTER
    316 MAIN STREET
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 13,000
    RIDGEFIELD CONSERVATORY OF DANCE
    444 MAIN STREET
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 1,000
    RIDGEFIELD HISTORICAL SOCIETY
    4 SUNSET LANE
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 250
    RIDGEFIELD INDEPENDENT FILM FESTIVAL
    80 EAST RIDGE ROAD
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 2,500
    RIDGEFIELD LIBRARY ASSOC
    472 MAIN STREET
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 10,750
    RIDGEFIELD MEALS ON WHEELS
    25 GILBERT ST 1
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 1,000
    RIDGEFIELD NATIONAL LITTLE LEAGUE'S BASEBALL
    PO BOX 287
    REDDING,CT06877     		NONE PUBLIC CHARITY GENERAL USE 42,000
    RIDGEFIELD PARKS AND RECREATION
    195 DANBURY RD
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 40
    RIDGEFIELD PLAYHOUSE
    80 EAST RIDGE ROAD
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 5,000
    RIDGEFIELD ROTARY
    PO BOX 41
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 2,500
    RIDGEFIELD SYMPHONY ORCHESTRA
    90 E RIDGE RD 5
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 1,500
    RIDGEFIELD THEATER BARN
    37 HALPIN LN
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 1,000
    RIDGEFIELD VISITING NURSE
    90 EAST RIDGE ROAD
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 10,250
    RIDGEFIELD CHAMBER OF COMMERC
    9 BAILEY AVE
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 9,750
    ROUNDABOUT THEATRE
    231 WEST 39TH STREET
    NEW YORK,NY10018     		NONE PUBLIC CHARITY GENERAL USE 175,000
    SAINT ANN'S SCHOOL
    129 PIERREPONT STREET
    BROOKLYN HEIGHTS,NY11201     		NONE PUBLIC CHARITY GENERAL USE 500
    SAINT PIO FOUNDATION
    270 NORTH AVENUE SUITE 808
    NEW ROCHELLE,NY10801     		NONE PUBLIC CHARITY GENERAL USE 1,000
    SHELLBURNE MUSEUM
    6000 SHELBURNE RD
    SHELBURNE,VT05482     		NONE PUBLIC CHARITY GENERAL USE 250
    SOCRATES SCULPTURE PARK
    3205 VERNON BOULEVARD
    QUEENS,NY11102     		NONE PUBLIC CHARITY GENERAL USE 7,500
    SPECIAL OLYMPICS
    2666 STATE ST 1
    HAMDEN,CT06517     		NONE PUBLIC CHARITY GENERAL USE 100
    SPHERE OF CT
    421 MAIN STREET
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 1,000
    SPRAY BAY JOB TRAINING PROGRAM
    195 DANBURY RD
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 5,000
    ST JOHNLAND NURSING CENTER INC
    395 SUNKEN MEADOW RD
    KINGS PARK,NY11754     		NONE PUBLIC CHARITY GENERAL USE 250
    ST LUKE'S SCHOOL
    377 NORTH WILTON ROAD
    NEW CANAAN,CT06840     		NONE PUBLIC CHARITY RESTRICTED 10,000
    SUNRISE COTTAGE
    6 SUNSET LANE
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 1,000
    TAFT SCHOOL
    110 WOODBURY ROAD
    WATERTOWN,CT06795     		NONE PUBLIC CHARITY GENERAL USE 1,100
    TATE AMERICAS FOUNDATION
    520 WEST 27TH STREET UNIT 404
    NEW YORK,NY10001     		NONE PUBLIC CHARITY GENERAL USE 1,622
    TBICO
    22 EAGLE ROAD
    DANBURY,CT06810     		NONE PUBLIC CHARITY GENERAL USE 1,000
    TEMPLE UNIVERSITY
    1801 N BROAD ST
    PHILADELPHIA,PA19122     		NONE PUBLIC CHARITY GENERAL USE 3,500
    THE ALDRICH MUSEUM
    258 MAIN STREET
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 12,500
    THE BOYS & GIRLS CLUB OF CT
    41 GOVERNOR ST
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 6,000
    THE CONNECTICUT HOSPICE INC
    2 TRAP FALLS RD EXT 40
    SHELTON,CT06484     		NONE PUBLIC CHARITY GENERAL USE 250
    THE RIDGEFIELD CHORALE
    PO BOX 686
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 1,000
    THE RIDGEFIELD GUILD OF ARTISTS
    34 HALPIN LN
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 1,000
    THE SCHWARTZ CENTER
    100 CAMBRIDGE ST STE 2100
    BOSTON,MA02114     		NONE PUBLIC CHARITY GENERAL USE 250
    THE SHANDAKEN PROJECT
    266 DECATUR ST
    BROOKLYN,NY11233     		NONE PUBLIC CHARITY GENERAL USE 350
    THE SUNSHINE KIDS
    75 CHARTER OAK AVENUE SUITE 2-210
    HARTFORD,CT06106     		NONE PUBLIC CHARITY GENERAL USE 250
    THEATRE AT MONMOUTH
    796 MAIN STREET
    MONMOUTH,ME04259     		NONE PUBLIC CHARITY GENERAL USE 1,000
    THIRTEEN
    825 EIGHTH AVENUE
    NEW YORK,NY10019     		NONE PUBLIC CHARITY GENERAL USE 150
    TIGER HOLLOW STADIUM
    700 N SALEM RD
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY GENERAL USE 500
    UNITED WAY KENNEBEC VALLEY
    121 COMMERCIAL STREET
    AUGUSTA,ME04330     		NONE PUBLIC CHARITY GENERAL USE 1,000
    UNIVERSITY OF PENNSYLVANIA
    423 GUARDIAN DRIVE 175
    PHILADELPHIA,PA19104     		NONE PUBLIC CHARITY RESTICTED 255,000
    WHIDBEY ISLAND NOURISHES
    PO BOX 1642
    LANGLEY,WA98260     		NONE PUBLIC CHARITY GENERAL USE 500
    WOMEN'S CENTER OF GREATER DANBURY
    2 WEST STREET
    DANBURY,CT06810     		NONE PUBLIC CHARITY GENERAL USE 4,000
    Total .................................bullet 3a 860,162
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-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 ...........     		    14 153,402  
    4 Dividends and interest from securities....     14 271,676  
    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.....     18 30,668  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -13,611  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP UBIT     		900000 10,977 18    
    bPARTNERSHIP INC. RECLASS TO UBIT     18 -10,977  
    cSILVER POINT CAPITAL OFFSHORE FUND, LTD.     18 -136,199  
    dFROM K-1 - LANDMARK DIVIDEND GROWTH     18 -10,121  
    eFROM K-1 - A.P. OPPORTUNITY NON UBIT     18 -125  
    fLOSS ON DISPOSITION - E MCCULLOCH C0     18 -215,064  
    gFROM K-1 - GS MEZZANINE PARTNERS 2006, LP     18 -185  
    12 Subtotal. Add columns (b), (d), and (e).. 10,977 69,464 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    80,441
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE GOLDSTONE FAMILY FOUNDATION
    EIN:
    06-1596255
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 10,000 0   10,000

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE GOLDSTONE FAMILY FOUNDATION
    EIN:
    06-1596255
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIDELITY INVESTMENTS #Z83-476870 2,676,164 2,676,164
    FIDELITY INVESTMENTS #Z85-514535 6,348,517 6,348,517

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE GOLDSTONE FAMILY FOUNDATION
    EIN:
    06-1596255
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GS CAPITAL PARTNERS VI PARALLEL, LP AT COST 112,068 112,068
    GS MEZZANINE PARTNERS 2006, LP AT COST 9,129 9,129
    SILVERPOINT CAPITAL OFFSHORE FUND AT COST 6,946,020 6,946,020
    LANDMARK INFRASTRUCTURE PARTNER AT COST 98,654 98,654
    OAKTREE CAPITAL GROUP LLC AT COST 793,237 793,237
    SERIES INSTITUTIONAL OF METROPOLITAN PARTNERS FUND IV AT COST 984,217 984,217
    MPF IV GP LLC AT COST 7,313 7,313
    LANDMARK INFRASTRUCTURE PARTNER LP COMMON UNITS AT COST 181,754 181,754

    TY 2018 OtherAssetsSchedule
    Name:
    THE GOLDSTONE FAMILY FOUNDATION
    EIN:
    06-1596255
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DISTRIBUTION RECEIVABLE 450,369 76,225 76,225


    TY 2018 OtherDecreasesSchedule
    Name:
    THE GOLDSTONE FAMILY FOUNDATION
    EIN:
    06-1596255
    Description Amount
    UNREALIZED GAIN/(LOSS) FROM INVESTMENTS 1,513,271


    TY 2018 OtherExpensesSchedule
    Name:
    THE GOLDSTONE FAMILY FOUNDATION
    EIN:
    06-1596255
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 12,753 0   0
    TELEPHONE AND INTERNET 1,584 0   1,584
    REPAIRS & MAINTENANCE 1,221 0   1,221
    PORTFOLIO AND OTHER K-1 DED 25,563 25,563   0
    BANK SERVICE FEES 24 0   24
    INSURANCE 2,943 0   2,943
    DUES & SUBSCRIPTIONS 1,500 0   1,500
    FILING FEE 750 0   750
    UTILITIES 2,524 0   2,524


    TY 2018 OtherIncomeSchedule2
    Name:
    THE GOLDSTONE FAMILY FOUNDATION
    EIN:
    06-1596255
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GS CAPITAL PARTNERS VI PARALLEL 155 155 155
    FROM K-1 - A.P. OPPORTUNITY NON UBIT 323 323 323
    FROM K-1 OAKTREE CAPITAL GROUP LLC 5,669 5,669 5,669
    FROM K-1 - LANDMARK INFRAS. 24,512 24,512 24,512
    FROM K-1 - A.P. OPPORTUNITY NON UBIT 9 9 9
    PARTNERSHIP UBIT 10,977   10,977
    PARTNERSHIP INC. RECLASS TO UBIT -10,977   -10,977
    SILVER POINT CAPITAL OFFSHORE FUND, LTD. -136,199 -136,199 -136,199
    FROM K-1 - LANDMARK DIVIDEND GROWTH -10,121 -10,121 -10,121
    FROM K-1 - A.P. OPPORTUNITY NON UBIT -125 -125 -125
    LOSS ON DISPOSITION - E MCCULLOCH C0 -215,064 -215,064 -215,064
    FROM K-1 - GS MEZZANINE PARTNERS 2006, LP -185 -185 -185


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE GOLDSTONE FAMILY FOUNDATION
    EIN:
    06-1596255
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAXES PAYABLE 0 1,394


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE GOLDSTONE FAMILY FOUNDATION
    EIN:
    06-1596255
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 86,979 80,898   0


    TY 2018 TaxesSchedule
    Name:
    THE GOLDSTONE FAMILY FOUNDATION
    EIN:
    06-1596255
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 7,674 7,674   0
    PAYROLL TAXES 6,065 0   0
    FEDERAL TAXES 68,896 0   0
    NEW YORK TAXES 16,966 0   0