Form990-PF
Click to see attachment

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
JOE & CINDY GOLDBERG FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)130 RENEES WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GUILFORD, CT06437
A Employer identification number

45-5388089
B Telephone number (see instructions)

(203) 457-0555
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$2,032,515J 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) 244,597
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 56,486 56,486 56,486
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -9,206
b Gross sales price for all assets on line 6a 430,518
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 291,877 56,486 56,486
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,400      
c Other professional fees (attach schedule).... Click to see attachment 100      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,171      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 3      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,674 0   0
25 Contributions, gifts, grants paid....... 80,900 80,900
26 Total expenses and disbursements. Add lines 24 and 25 84,574 0   80,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 207,303
b Net investment income (if negative, enter -0-) 56,486
c Adjusted net income (if negative, enter -0-)... 56,486
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 6,413 5,245 5,245
2 Savings and temporary cash investments......... 47,846 47,651 49,651
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)....... 10,861 143,654 169,150
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,548,415 1,624,288 1,808,469
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,613,535 1,820,838 2,032,515
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)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,613,535 1,820,838
29 Total net assets or fund balances (see instructions)..... 1,613,535 1,820,838
30 Total liabilities and net assets/fund balances (see instructions). 1,613,535 1,820,838
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
1,613,535
2
Enter amount from Part I, line 27a .....................
2
207,303
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,820,838
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,820,838
Form 990-PF (2020)
Form 990-PF (2020)
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 1732.283 BLACKROCK GLOBAL DIVIDEND P 2015-02-11 2020-01-08
b 405.552 EXXON MOBIL CORP D 1995-09-11 2020-10-19
c 94.448 EXXON MOBIL CORP P 1995-09-11 2020-10-19
d 3736.921 FRANKLIN EQUITY INCOME P 2012-07-10 2020-01-08
e 1743.919 FRANKLIN UTILITIES FUND P 2014-06-10 2020-01-08
1666.000 GLOBAL X FDS P 2019-11-18 2020-10-19
1487.140 GROWTH FUND OF AMERICA D 2010-12-21 2020-10-19
50.000 GW PHARMACEUTICALS D 2013-09-05 2020-10-19
1000.000 NEW PERSPECTIVE FUND D 1990-02-21 2020-10-19
5062.252 TEMPLETON GLOBAL BOND FUND P 2016-09-20 2020-10-19
Capital Gain Dividends      
(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 22,000   20,719 1,281
b 13,636   19,566 -5,930
c 3,176   1,757 1,419
d 100,000   75,936 24,064
e 38,000   27,947 10,053
39,279   81,386 -42,107
92,723   95,177 -2,454
4,585   4,818 -233
55,070   56,430 -1,360
49,458   55,988 -6,530
      12,591
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,281
b       -5,930
c       1,419
d       24,064
e       10,053
      -42,107
      -2,454
      -233
      -1,360
      -6,530
       
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 -9,206
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 -42,107
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 785
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 785
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 785
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,600
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 815
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet815 RefundedBullet 11  
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 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • 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
     
    No
    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)
    bulletCT
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletJOE GOLDBERG Telephone no.bullet (203) 457-0555

    Located atbullet130 RENEES WAYGUILFORDCT ZIP+4bullet06437
    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 2020, 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
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    JOSEPH M GOLDBERG President/Treas
    3.00     		0    
    130 RENEES WAY
    GUILFORD,CT06437
    CYNTHIA C GOLDBERG V. Pres./Sec.
    0.00     		0    
    130 RENEES WAY
    GUILFORD,CT06437
    AMY HEALY Director
    0.00     		0    
    POND VIEW CIRCLE
    GUILFORD,CT06437
    MELISSA A GOLDBERG Director
    0.00     		0    
    130 RENEES WAY
    GUILFORD,CT06437
    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...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet  
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    1,667,178
    b
    Average of monthly cash balances.......................
    1b
    80,097
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,747,275
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,747,275
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    26,209
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,721,066
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    86,053
    Part XI
    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 X, line 6....................
    1
    86,053
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    785
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    785
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    85,268
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    85,268
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    85,268
    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
    80,900
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    80,900
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    80,900
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 85,268
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 6,409
    b From 2016...... 7,006
    c From 2017...... 7,909
    d From 2018...... 6,910
    e From 2019...... 3,528
    fTotal of lines 3a through e........ 31,762
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 80,900
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 80,900
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 4,368 4,368
    (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 27,394
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		2,041
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		25,353
    10 Analysis of line 9:
    a Excess from 2016.... 7,006
    b Excess from 2017.... 7,909
    c Excess from 2018.... 6,910
    d Excess from 2019.... 3,528
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    JOSEPH M GOLDBERG
    CYNTHIA C GOLDBERG
    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 (2020)
    Form 990-PF (2020)
    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
    GUILFORD LAND CONSERVATION TRUST
    PO BOX 200
    GUILFORD,CT06437     		None PC SUPPORT ACQUISITION & PROTECTION OF OPEN SPACE IN GUILFORD, CT 1,000
    SHORELINE GREENWAY TRAIL
    PO BOX 148
    BRANFORD,CT06405     		None PC HELP CREATE RECREATIONAL TRAILS ON THE SHORELINE 500
    GUILFORD VOLUNTEER FIRE DEPT
    390 CHURCH STREET
    GUILFORD,CT06437     		None PC SUPPORT VOLUNTEER FIRE DEPT PROGRAMS 200
    WOMEN FAMILY LIFE CENTER
    96 FAIR STREET
    GUILFORD,CT06437     		None PC ASSIST WOMEN & FAMILIES MEET THE CHALLANGES OF DAILY LIVING 2,750
    CONNECTICUT FOOD BANK
    PO BOX 8686
    NEW HAVEN,CT06531     		None PC ASSIST IN FEEDING THE STATE'S HUNGRY 1,000
    GUILFORD A BETTER CHANCE PROGRAM
    PO BOX 140
    GUILFORD,CT06437     		None PC PROVIDE OPPORTUNITY TO WOMEN OF COLOR TO ATTEND GUILFORD HIGH SCHOOL 1,000
    READ TO GROW
    53 SCHOOL GROUND RD UNIT 3
    BRANFORD,CT06405     		None PC BOOKS AND READING PROGRAMS FOR CHILDREN AND FAMILIES 500
    MUSEUM OF JEWISH HERITAGE
    36 BATTERY PLACE
    NEW YORK,NY10280     		None PC SUPPORT EDUCATION PROGRAMS ABOUT THE HOLOCAUST 500
    ANTI DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY10158     		None PC FIGHT IGNORANCE AND PREJUDICE 500
    MYSTIC SEAPORT
    PO BOX 6000
    MYSTIC,CT06355     		None PC SUPPORT THE MISSION OF MYSTIC SEAPORT MUSEUM 500
    PLANNED PARENTHOOD OF SOUTHERN NE
    345 WHITNEY AVENUE
    NEW HAVEN,CT06511     		None PC SUPPORT HEALTH CENTERS & EDUCATIONAL PROGRAMS 3,000
    CONNECTICUT PUBLIC BROADCASTING NET
    1049 ASYLUM AVE
    HARTFORD,CT06105     		None PC SUPPORT CT PUBLIC TV AND RADIO PROGRAMS 500
    VNA COMMUNITY HEALTHCARE
    753 BOSTON POST ROAD
    GUILFORD,CT06437     		None PC SUPPORT VISITING NURSES PROGRAMS IN THE COMMUNITY 500
    GUILFORD POLICE BENEVOLENT ASSOC
    800 VILLAGE WALK
    GUILFORD,CT06437     		None PC SUPPORT POLICE PROGRAMS 100
    GUILFORD YOUTH MENTORING
    605 NEW ENGLAND RD
    GUILFORD,CT06437     		None PC SUPPORT IN-SCHOOL MENTORING PROGRAMS IN GUILFORD, CT 250
    GUILFORD COMMUNITY FUND
    PO BOX 271
    GUILFORD,CT06437     		None PC ANNUAL CAMPAIGN TO HELP SUPPORT 20 LOCAL NON-PROFIT ORGANIZATIONS 3,000
    NEW HAVEN READS
    45 BRISTOL STREET
    NEW HAVEN,CT06511     		None PC SUPPORT PROGRAMS OF ONE ON ONE TUTORING IN NEIGHBORHOODS. 1,500
    SCLERODERMA FOUNDATION
    300 ROSEWOOD DR SUITE 105
    DANVERS,MA01923     		None PC SUPPORT RESEARCH AND SERVICE TO PATIENTS/FAMILIES AFFECTED BY SCLERODERMA 1,000
    THE DUDLEY FOUNDATION
    ROUTE 77
    GUILFORD,CT06437     		None PF PRESERVATION OF HISTORIC FARM BUILDINGS AND SUPPORT PROGRAMS 1,000
    BIKES FOR KIDS
    PO BOX 94
    CENTERBROOK,CT06409     		None PC ACQUIRE & REPAIR BIKES FOR NEEDY CHILDREN 500
    SARAH FOUNDATION
    246 GOOSE LAND 104
    GUILFORD,CT06437     		None PC SUPPORT PEOPLE LIVING WITH INTELLECTUAL DISABILITIES. 500
    GUILFORD PRESERVATION ALLIANCE
    PO BOX 199
    GUILFORD,CT06437     		None PC PRESERVATION OF BUILDINGS, LANDSCAPES & NATURAL HERITAGE OF GUILFORD 500
    NEW BRITIAN MUSEUM OF FINE ARTS
    56 LEXINGTON STREET
    NEW BRITIAN,CT06052     		None PC SUPPORT OPERATING BUDGET OF THE MUSEUM. 250
    COMMITTEE ON TEMPORARY SHELTER
    PO BOX 1616
    BURLINGTON,VT05402     		None PC PROVIDE SHELTER & PROGRAMS FOR HOMELESS FAMILIES 250
    WARM THE CHILDREN-MADISON ROTARY
    PO BOX 335
    MADISON,CT06443     		None PC BUY WINTER CLOTHING FOR SHORELINE CHILDREN IN NEED 500
    LEAP - NH
    31 JEFFERSON STREET
    NEW HAVEN,CT06511     		None PC TUTORING AND LEADERSHIP DEVELOPMENT FOR STUDENTS 1,000
    CONNECTICUT CHILDRENS MEDICAL CENTE
    282 WASHINGTON STREET
    HARTFORD,CT06106     		None PC SUPPORT CHILDRENS HOSPITAL PROGRAMS 1,000
    SHORELINE ARTS ALLIANCE
    725 BOSTON POST POAD
    GUILFORD,CT06437     		None PC SUPPORT ARTS & CULTURAL ACTIVITIES FOR PEOPLE OF ALL AGES 500
    FRIENDS OF GUILFORD PUBLIC LIBRARY
    67 PARK STREET
    GUILFORD,CT06437     		None PC TO SUPPORT LIBRARY PROGRAMS 500
    GUILFORD FOUNDATION
    44 BOSTON STREET
    GUILFORD,CT06437     		None PC SUPPORT YOUTH ADVISORY GROUP PROGRAMS 4,500
    GUILFORD FUND FOR EDUCATION
    800 VILLAGE WALK 269
    GUILFORD,CT06437     		None PC FUND GRANTS FOR TEACHERS AND NON-PROFIT ORGANIZATIONS 200
    GUILFORD ART CENTER
    411 CHURCH STREET
    GUILFORD,CT06437     		None PC SUPPORT OF THE ARTS THROUGH COMMUNITY OUTREACH PROGRAMS 2,000
    MARRAKECH INC
    6 LUNAR DRIVE
    WOODBRIDGE,CT06525     		None PC SUPPORT PROGRAMS FOR PERSONS WITH DISABILITIES 1,000
    GUILFORD WELFARE GIFT FUND
    263 CHURCH STREET
    GUILFORD,CT06437     		None PC SUPPORT FAMILIES IN NEED IN GUILFORD, CT 1,000
    BIRTHRIGHT ISRAEL FOUNDATION
    PO BOX 5892
    HICKSVILLE,NY11802     		None PC OFFERS YOUNG ADULTS A LIFE CHANGING TRIP TO ISRAEL 250
    CROHNS COLITIS FOUNDATION OF AMERIC
    386 PARK AVE SOUTH 14TH FLOOR
    NEW YORK,NY10016     		None PC RESEARCH, EDUCATION AND PATIENT SUPPORT 500
    CONNECTICUT SCIENCE CENTER
    250 COLUMBUS BLVD
    HARTFORD,CT06103     		None PC SUPPORT PROGRAMS FOR CHILDERN 500
    MEALS ON WHEELS
    310 STATE STREET UNIT 200
    GUILFORD,CT06437     		None PC ASSIST GUILFORD RESIDENTS IN NEED 1,000
    JCC CAMP SCHOLARSHIP FUND
    360 AMITY ROAD
    WOODBRIDGE,CT06525     		None PC PROVIDES SCHOLARSHIPS TO SEND CHILDREN TO SUMMER CAMP. 1,000
    JEWISH FAMILY SERVICES OF NEW HAVEN
    1440 WHALLEY AVENUE
    NEW HAVEN,CT06515     		None PC PROVIDE SOCIAL AND HUMAN SERVICES THROUGHOUT THE GREATER NEW HAVEN AREA. 1,000
    LITERACY VOLUTEERS OF VALLEY SHORE
    PO BOX 1006
    WESTBROOK,CT06498     		None PC SUPPORT PROGRAMS FOR TUTORING OF LITERACY PROGRAMS 300
    SOLAR YOUTH INC
    53 WAYFARER STREET
    NEW HAVEN,CT06515     		None PC SUPPORT PROGRAMS FOR CHILDREN THAT INCORPORATES ENVIRONMENTAL EXPLORATION, LEADERSHIP DEVELOPMENT AND COMMUNITY SERVICE 500
    ST JUDE'S RESEARCH HOSPITAL
    PO BOX 50
    MEMPHIS,TN38101     		None PC WORKING TO CURE NEUROBLASTOMA AND OTHER CHILDHOOD CANCERS 500
    THE COVE
    250 POMEROY AVENUE STE 107
    MERIDEN,CT06450     		None PC PROGAMS THAT SUPPORT GRIEVING CHILDREN 1,250
    COLUMBUS HOUSE
    586 ELLA GRASSO BLVD
    NEW HAVEN,CT06519     		None PC PROVIDE SHELTER TO THE HOMELESS AND THOSE AT RISK OF BEING HOMELESS 500
    AMERICAN DIABETES ASSOCIATION
    PO BOX
    MERRIFIELD,VA22116     		None PC GENERAL USE 250
    BOSTON UNIVERSITY
    395 COMMONWEALTH AVE SUITE 700
    BOSTON,MA02215     		None PC GENERAL USE 500
    GOODSPEED OPERA HOUSE FOUNDATION
    6 MAIN STREET
    EAST HADDAM,CT06423     		None PC GENERAL USE 250
    LONG WHARF THEATRE
    222 SARGENT DRIVE
    NEW HAVEN,CT06511     		None PC GENERAL USE 500
    MAURO-SHERIDAN SCHOOL NEW HAVEN
    191 FOUNTAIN STREET
    NEW HAVEN,CT06515     		None PC GENERAL USE 1,200
    THE HYLAND HOUSE MUSEUM
    PO BOX 229
    GUILFORD,CT06437     		None PC GENERAL USE 500
    THIRTEEN
    PO BOX 1313
    NEW YORK,NY10102     		None PC GENERAL USE 100
    GUILFORD FOOD BANK
    310 STATE STREET UNIT 200
    GUILFORD,CT06437     		None PC ASSIST IN FEEDING THE HUNGRY 1,000
    SHORELINE SOUP KITCHENS
    P O BOX 804
    ESSEX,CT06426     		None PC PROVIDES FOOD AND FELLOWSHIP TO THOSE IN NEED 1,000
    CAPA THE SHUBERT THEATER
    247 COLLEGE STREET
    NEW HAVEN,CT06510     		None PC Present and produce artistic programming of the highest quality to serve and educate diverse audiences and feature renowned artists of all cultures. 1,000
    CLOSER TO FREE YALE NH HOSPITAL
    PO BOX 1849
    NEW HAVEN,CT06508     		None PC YALE NEW HAVEN HEALTH IS COMMITTED TO INNOVATION AND EXCELLENCE IN PATIENT CARE, TEACHING, RESEARCH AND SERVICE TO OUR COMMUNITIES. 1,000
    CONNECTICUT HOSPICE INC
    100 DOUBLE BEACH ROAD
    BRANDFORD,CT06405     		None PC addressING physical, spiritual, social, and emotional needs of patients with advanced irreversible illness, and their families. 100
    GUILFORD KEEPING SOCIETY
    PO BOX 363
    GUILFORD,CT06437     		None PC Collects, preserves and shares the history and heritage of Guilford, Connecticut for present and future generations. 500
    HORIZONS AT FOOTE
    50 LOOMIS PLACE
    NEW HAVEN,CT06511     		None PC Independently run summer programs held on the campuses of independent schools and colleges across the country. 500
    JEWISH FAMILY SERVICE OF NEW HAVEN
    1440 WHALLEY AVENUE
    NEW HAVEN,CT06515     		None PC Provides a wide range of social and human services to people in the community at every life stage. 500
    NATIONAL SEPTEMBER 11 MEMORIAL MUSE
    180 GREENWICH STREET
    NEW YORK,NY10007     		None PC EDUCATE AND COMMEMORATE THE ATTACK OF 9/11. 500
    NORTH GUILFORD NURSERY SCHOOL
    169 LEDGE HILL ROAD
    GUILFORD,CT06437     		None PC Providing families in the community with A QUALITY, Developmentally age-appropriate nursery school program. 1,500
    SAINT MICHAEL'S COLLEGE
    ONE WINOOSKI PARK
    COLCHESTER,VT05439     		None PC To educate the next generation of students who will innovate, lead from service and grow our communities. 500
    SPECIAL OLYMPICS CONNECTICUT
    2666 STATE STREET SUITE 1
    HAMDEN,CT06517     		None PC Inspiring inclusion, understanding, and respect for people of all abilities. PROMOTING A healthy lifestyle, athletic and social skills and improving self-esteem. 500
    UNITED STATES HOLOCAUSE MEMORIAL MU
    100 RAOUL WALLENBER PLACE SW
    WASHINGTON,DC20024     		None PC RescuING Holocaust evidence, confront hatred, and prevent genocide. 1,200
    YAG GUILFORD FOUNDATION
    44 BOSTON STREET
    GUILFORD,CT06437     		None PC Enabling donors to contribute to the projects and efforts in our community that they care about the most. 2,000
    APOSTLE IMMIGRATION SERVICES
    81 SALTONSTALL AVE
    NEW HAVEN,CT06513     		None PC SUPPORT IMMIGRANTS IN IMPROVING THEIR EDUCATIONAL SKILLS 500
    DIAPER BANK
    PO BOX 9017
    NEW HAVEN,CT06532     		None PC DISTRIBUTES DIAPERS TO FAMILIES IN NEED IN CT 1,000
    JUNTA FOR PROGRESSIVE ACTION
    169 GRAND AVE
    NEW HAVEN,CT06513     		None PC SUPPORTS ADULT EDUCATION, CHILDRENS PROGRAMS AND ECONOMIC DEVELOPMENT FOR THE LATINO AND LOW INCOME COMMMUNITY 500
    NEW REACH
    153 EAST STREET
    NEW HAVEN,CT06511     		None PC SERVES CT FAMILIES WHO ARE STRUGGLING WITH HOMELESSNESS AND POVERTY 12,500
    NEW YORK BOTANICAL GARDENS
    2900 SOUTHERN BOULEVARD
    BRONX,NY10458     		None PC SUPPORT EDUCATION PROGRAMS IN HORTICULTURE AND PLANT SCIENCE 200
    HOLE IN THE WALL GANG CAMP
    565 ASHFORD CENTER ROAD
    ASHFORD,CT06278     		None PC PROVIDE FUDING FOR PROGRAMS FOR SERIOUSLY ILL CHIDREN AND THEIR FAMILIES 1,000
    CYSTIC FIBROSIS FOUNDATION
    4550 MONTGOMERY AVE SUITE 1100N
    BETHESDA,MD20814     		None PC GENERAL USE 500
    HIAS
    1300 SPRING STREET SUITE 500
    SILVER SPRING,MD20910     		None PC GENERAL USE 1,500
    NATIONAL SUICIDE PREVENTION LIFELIN
    50 BROADWAY FL 19
    NEW YORK,NY10004     		None PC GENERAL USE 100
    ROOTS 4 RELIEF
    54 HUCKLEBERRY CT
    GUILFORD,CT06437     		None PC GENERAL USE 300
    ZINN EDUCATION PROJECT
    PO BOX 73038
    WASHINGTON,DC20056     		None PC GENERAL USE 1,000
    CATHOLIC CHARITIES OF SANTA CLARA C
    2625 ZANKER ROAD
    SAN JOSE,CA95134     		None PC GENERAL USE 500
    CURE RARE DISEASE
    1575 TREMONT STREET 1107
    BOSTON,MA02120     		None PC GENERAL USE 500
    DOMUS KIDS INC
    83 LOCKWOOD AVENUE
    STAMFORD,CT06902     		None PC GENERAL USE 500
    SANDY HOOK PROMISE FOUNDATION
    PO BOX 3489
    NEWTOWN,CT06470     		None PC GENERAL USE 1,000
    A PLACE CALLED HOPE
    154 POND MEADOW RD
    KILLINGWORTH,CT06419     		None PC GENERAL USE 250
    DOWNTOWN EVENING SOUP KITCHEN
    311 TEMPLE STREET
    NEW HAVEN,CT06511     		None PC GENERAL USE 500
    ETHAN MILLER SONG FOUNDATION
    800 VILLAGE WALK 131
    GUILFORD,CT06437     		None PC GENERAL USE 1,000
    TENEMENT MUSEUM
    103 ORCHARD STEEET
    NEW YORK,NY10002     		None PC GENERAL USE 250
    GUILFORD AGRICULTURAL SOCIETY
    111 LOVERS LANE
    GUILFORD,CT06437     		None PC GENERAL USE 1,000
    JDRF
    200 VESEY STREET 28TH FLOOR
    NEW YORK,NY10281     		None PC GENERAL USE 100
    TOY CLOSET YALE NEW HAVEN HOSPITAL
    20 YORK STREET
    NEW HAVEN,CT06510     		None PC GENERAL USE 300
    Total .................................bullet 3a 80,900
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		         
    4 Dividends and interest from securities....     14 56,486  
    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 ............     		    18 -9,206  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   47,280  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    47,280
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    JOE & CINDY GOLDBERG FAMILY
    FOUNDATION INC
    Employer identification number

    45-5388089
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    JOE & CINDY GOLDBERG FAMILY
    FOUNDATION INC         		Employer identification number
    45-5388089
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JOSEPH CYNTHIA GOLDBERG
    130 RENEES WAY
     
    GUILFORD, CT06437

    		$ 56,430


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JOSEPH CYNTHIA GOLDBERG
    130 RENEES WAY
     
    GUILFORD, CT06437

    		$ 62,200


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    JOSEPH CYNTHIA GOLDBERG
    130 RENEES WAY
     
    GUILFORD, CT06437

    		$ 25,973


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    JOSEPH CYNTHIA GOLDBERG
    130 RENEES WAY
     
    GUILFORD, CT06437

    		$ 95,177


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    JOE & CINDY GOLDBERG FAMILY
    FOUNDATION INC         		Employer identification number

    45-5388089
    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
    		 1000.000 SHARES OF NEW PERSPECTIVE FUNDS $ 56,430 2020-10-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 500.000 SHARES OF APPLE INC $ 62,200 2020-10-12
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 750.000 SHARES OF EXXON MOBIL CORP. $ 25,973 2020-10-12
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 1487.140 SHARES OF GROWTH FUND OF AMERICA $ 95,177 2020-10-12
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    JOE & CINDY GOLDBERG FAMILY
    FOUNDATION INC         		Employer identification number

    45-5388089
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0

    TY 2020 AccountingFeesSchedule
    Name:
    JOE & CINDY GOLDBERG FAMILY
     
    FOUNDATION INC
    EIN:
    45-5388089
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,400 0 0 0

    TY 2020 OtherExpensesSchedule
    Name:
    JOE & CINDY GOLDBERG FAMILY
     
    FOUNDATION INC
    EIN:
    45-5388089
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 3      


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JOE & CINDY GOLDBERG FAMILY
     
    FOUNDATION INC
    EIN:
    45-5388089
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEE 100 0 0 0


    TY 2020 TaxesSchedule
    Name:
    JOE & CINDY GOLDBERG FAMILY
     
    FOUNDATION INC
    EIN:
    45-5388089
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES PAID 1,168      
    FOREIGN TAX WITHHELD 3