TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
RICHARD W GOLDMAN FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)1828 L ST NW NO 300
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20036

A Employer identification number

45-1261400

B Telephone number (see instructions)

(202) 595-1020

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$82,312,366J Accounting method: Cash Accrual
Other (specify)modified cash
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	221		221
4	Dividends and interest from securities...	458,201		689,351
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,936,452
b	Gross sales price for all assets on line 6a 21,605,514
7	Capital gain net income (from Part IV, line 2)...			3,414,463
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).......		0	84,504
12	Total. Add lines 1 through 11........	3,394,874		4,188,539
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		20,265	0	13,465
c	Other professional fees (attach schedule)....		590,016	551,605	179,201
17	Interest...............			77,152
18	Taxes (attach schedule) (see instructions)...		7,179	10,746	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......				1,153
22	Printing and publications..........
23	Other expenses (attach schedule).......		8,416	336,134	7,496
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	625,876		975,637	201,315
25	Contributions, gifts, grants paid.......	4,050,001			4,050,001
26	Total expenses and disbursements. Add lines 24 and 25	4,675,877		975,637	4,251,316
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,281,003
b	Net investment income (if negative, enter -0-)			3,212,902
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1,822,654	362,734	362,734
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	1,568	1,568	1,568
	10a	Investments—U.S. and state government obligations (attach schedule)	1,463,869	1,809,695	1,809,695
	b	Investments—corporate stock (attach schedule).......	24,109,694	20,509,205	20,509,205
	c	Investments—corporate bonds (attach schedule).......	2,603,547	2,778,278	2,778,278
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	44,938,194	56,255,315	56,255,315
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	179,497	595,571	595,571
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	75,119,023	82,312,366	82,312,366
	17	Accounts payable and accrued expenses..........	99,650	94,017
	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 )
	23	Total liabilities (add lines 17 through 22).........	99,650	94,017
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	75,019,373	82,218,349
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		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
	29	Total net assets or fund balances (see instructions).....	75,019,373	82,218,349
	30	Total liabilities and net assets/fund balances (see instructions).	75,119,023	82,312,366

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

75,019,373

Enter amount from Part I, line 27a .....................

-1,281,003

Other increases not included in line 2 (itemize) bullet

8,479,979

Add lines 1, 2, and 3 ..........................

82,218,349

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

82,218,349

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
1 a	SALE OF PUBLICLY TRADED SECURITIES	P
b	CAPITAL GAINS THROUGH K-1S NET OF UBI	P
c	CAPITAL GAINS THROUGH RICHARD N GOLDMAN DIST LLC	P
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	21,541,277	18,627,889	2,913,388
b			475,934
c	64,237	39,096	25,141
d
e

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			2,913,388
b			475,934
c			25,141
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	3,414,463
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 ...................		3

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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	44,659
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	0
3	Add lines 1 and 2...........................	3	44,659
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	44,659
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	40,000
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	15,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	55,000
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	10,341
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax10,341	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

DE, DC

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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 Click to see attachment

.................

Yes

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WWW.RWGFF.ORG

The books are in care of bullet

ARABELLA ADVISORS LLC Telephone no. bullet

(202) 595-1020

Located at bullet

1828 L ST NW SUITE 300WASHINGTONDC ZIP+4 bullet

20036

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
ALICE GOLDMAN REITER	PRESIDENT 1.00	0	0	0
1828 L ST NW SUITE 300 WASHINGTON,DC20036	PRESIDENT 1.00	0	0	0
DANIEL S GOLDMAN	SECRETARY & TREASURER 1.00	0	0	0
1828 L ST NW SUITE 300 WASHINGTON,DC20036	SECRETARY & TREASURER 1.00	0	0	0
SERRA FALK GOLDMAN	BOARD MEMBER 1.00	0	0	0
1828 L ST NW SUITE 300 WASHINGTON,DC20036	BOARD MEMBER 1.00	0	0	0

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...................				0

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
BBR PARTNERS LLC	INVESTMENT ADVISORS	290,631
140 E 45TH STREET 26TH FLOOR NEW YORK,NY10017	INVESTMENT ADVISORS	290,631
ARABELLA ADVISORS LLC	GRANT MAKING & CONSULTING	195,500
1828 L ST NW SUITE 300 WASHINGTON,DC20036	GRANT MAKING & CONSULTING	195,500

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		0

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

72,753,391

Average of monthly cash balances.......................

1,239,225

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

73,992,616

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

73,992,616

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

1,109,889

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

72,882,727

Minimum investment return. Enter 5% of line 5..................

3,644,136

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.)

Minimum investment return from Part X, line 6....................

3,644,136

Tax on investment income for 2020 from Part VI, line 5......

44,659

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

44,659

Distributable amount before adjustments. Subtract line 2c from line 1............

3,599,477

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

3,599,477

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

3,599,477

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

4,251,316

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

4,251,316

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

4,251,316

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)

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				3,599,477
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......			2,006,170
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2020:
a From 2015......
b From 2016......
c From 2017......
d From 2018......
e From 2019......
fTotal of lines 3a through e........	0
4Qualifying distributions for 2020 from Part
XII, line 4: $ 4,251,316
a Applied to 2019, but not more than line 2a			2,006,170
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 2020 distributable amount.....				2,245,146
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2020.	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 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........				1,354,331
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 2015 not applied on line 5 or line 7 (see instructions) ...	0
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....
c Excess from 2018....
d Excess from 2019....
e Excess from 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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALLIANCE FOR EARLY SUCCESS PO BOX 6756 LEAWOOD,KS66206	N/A	PC	FOR GENERAL OPERATING SUPPORT	150,000
ASCEND AT ASPEN INSTITUTE 2300 N STREET NW SUITE 700 WASHINGTON,DC20037	N/A	PC	TO SUPPORT TWO-GENERATION ADVOCACY	150,000
BRIGHTER BEGINNINGS 3478 BUSKIRK AVENUE SUITE 105 PLEASANT HILL,CA94523	N/A	PC	2020 COVID RESPONSE GRANTS	10,000
BRIGHTER BEGINNINGS 3478 BUSKIRK AVENUE SUITE 105 PLEASANT HILL,CA94523	N/A	PC	FOR GENERAL OPERATING SUPPORT	50,000
CENTER FOR LAW AND SOCIAL POLICY 1200 18TH STREET NW SUITE 200 WASHINGTON,DC20036	N/A	PC	TO SUPPORT THE DEVELOPMENT OF RESEARCH REPORTS AND RESOURCES TO PROTECT AND SUPPORT CHILDREN IN IMMIGRANT FAMILIES	50,000
CENTER FOR THE STUDY OF SOCIAL POLICY 1575 EYE STREET NW SUITE 500 WASHINGTON,DC20005	N/A	PC	TO PROVIDE GENERAL OPERATING SUPPORT FOR EC-LINC	100,000
CENTERING HEALTHCARE INSTITUTE 89 SOUTH STREET SUITE 404 BOSTON,MA02111	N/A	PC	2020 COVID RESPONSE GRANTS	30,000
CENTERING HEALTHCARE INSTITUTE 89 SOUTH STREET SUITE 404 BOSTON,MA02111	N/A	PC	FOR GENERAL OPERATING SUPPORT	150,000
CHILD CARE AWARE OF AMERICA 1515 NORTH COURTHOUSE ROAD 11TH FLOOR ARLINGTON,VA22201	N/A	PC	TO SUPPORT STATE ADVOCACY EFFORTS	100,000
CHILD FIRST 35 NUTMEG DRIVE SUITE 385 TRUMBULL,CT06611	N/A	PC	COVID RESPONSE GRANT	20,000
CHILD FIRST 35 NUTMEG DRIVE SUITE 385 TRUMBULL,CT06611	N/A	PC	FOR GENERAL OPERATING SUPPORT	100,000
CHILD TRENDS 7315 WISCONSIN AVE SUITE 1200W BETHESDA,MD20814	N/A	PC	TO SUPPORT THE EARLY CHILDHOOD DATA COLLABORATIVE	100,000
COMMONWEALTH FOUNDATION INC 1600 SHATTUCK AVE SUITE 226 BERKLEY,CA94709	N/A	PC	TO PROVIDE GENERAL OPERATING SUPPORT FOR PENNSYLVANIA STANDS UP	25,000
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST 2000 WESTCHESTER AVE 2ND FLOOR PURCHASE,NY10577	N/A	PC	THE CONNECTICUT STREET FOUNDATION DAF	366,667
FAMILY VALUES WORK 207 E BUFFALO STREET SUITE 211 MILWAUKEE,WI53202	N/A	PC	TO SUPPORT STATE ADVOCACY EFFORTS	100,000
JUMPSTART 308 CONGRESS STREET 6TH FLOOR BOSTON,MA02210	N/A	PC	2020 COVID RESPONSE GRANTS	20,000
JUMPSTART 308 CONGRESS STREET 6TH FLOOR BOSTON,MA02210	N/A	PC	FOR GENERAL OPERATING SUPPORT	100,000
LIFT 1620 EYE STREET NW SUITE 820 WASHINGTON,DC20006	N/A	PC	COVID RESPONSE GRANT	20,000
LIFT 1620 EYE STREET NW SUITE 820 WASHINGTON,DC20006	N/A	PC	TO SUPPORT LIFT-NEW YORK	100,000
MIGRATION POLICY INSTITUTE 1400 16TH STREET NW SUITE 300 WASHINGTON,DC20036	N/A	PC	TO SUPPORT THE DEVELOPMENT OF FAMILY INTEGRATION SUCCESS PROGRAMS	50,000
NEW GEORGIA PROJECT INC 165 COURTLAND STREET SUITE A231 ATLANTA,GA30303	N/A	PC	FOR GENERAL OPERATING SUPPORT	75,000
NEW VENTURE FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON,DC20036	N/A	PC	TO PROVIDE GENERAL OPERATING SUPPORT TO EARLY EDGE CALIFORNIA	300,000
PARENTCHILD 163B MINEOLA BLVD MINEOLA,NY11501	N/A	PC	FOR GENERAL OPERATING SUPPORT	240,000
PROSPERITY NOW 1200 G STREET NW SUITE 400 WASHINGTON,DC20005	N/A	PC	TO SUPPORT THE CHILDREN'S SAVINGS ACCOUNT PROGRAM	100,000
ROBIN HOOD FOUNDATION 826 BROADWAY 9TH FLOOR NEW YORK,NY10003	N/A	PC	TO SUPPORT THE BABIES IN SHELTER INITIATIVE	150,000
SCHWAB CHARITABLE FUND 211 MAIN STREET SAN FRANCISCO,CA94105	N/A	PC	ALICE AND BEN REITER CHARITABLE FUND	366,667
SCHWAB CHARITABLE FUND 211 MAIN STREET SAN FRANCISCO,CA94105	N/A	PC	DANIEL AND CORINNE GOLDMAN CHARITABLE FUND	366,667
START EARLY 33 WEST MONROE STREET SUITE 2400 CHICAGO,IL60603	N/A	PC	2020 COVID RESPONSE GRANTS	40,000
START EARLY 33 WEST MONROE STREET SUITE 1200 CHICAGO,IL60603	N/A	PC	TO SUPPORT ACHIEVE ONDEMAND,EDUCARE, AND THE FIRST FIVE YEARS FUND	300,000
TIDES CENTER 1000 N ALAMEDA STREET SUITE 240 LOS ANGELES,CA90012	N/A	PC	TO PROVIDE GENERAL OPERATING SUPPORT TO ABRIENDO PUERTAS	120,000
UNITED WAY OF THE BAY AREA 550 KEARNY STREET SUITE 1000 SAN FRANCISCO,CA94108	N/A	PC	UNITED WAY BAY AREA COVID-19 RESPONSE FUND	50,000
VERIFIED VOTING FOUNDATION 1608 WALNUT STREET 12TH FLOOR PHILADELPHIA,PA19103	N/A	PC	TO PROVIDE GENERAL OPERATING SUPPORT TO THE ELECTION SECURITY COALITION	150,000
Total ................................. 3a				4,050,001

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	221
4 Dividends and interest from securities....	525990	25,336	14	432,865
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 ............	525990	66,868	18	2,869,584
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME THROUGH K-1S	525990	-94,267	14	94,267
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		-2,063		3,396,937	0

13Total. Add line 12, columns (b), (d), and (e)..................

3,394,874

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PKF O'CONNOR DAVIES - ACCOUNTING SERVICES	20,265	0		13,465

- TIN:

TY 2020 AllOthProgRltdInvestmentsSch

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Category	Amount
NONE	0

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Name of Bond	End of Year Book Value	End of Year Fair Market Value
MARKEL CORP 3.350% DUE 09-17-29	16,739	16,739
CAPITAL ONE FINL CORP 3.300% DUE 10-30-24	43,784	43,784
NORFOLK SOUTHERN CORP 3.850% DUE 01-15-24	54,418	54,418
MAGELLAN MIDSTREAM PARTNERS LP 5.000% DUE 03-01-26	29,848	29,848
CATERPILLAR FINL SVCS MTNS BE 3.750% DUE 11-24-23	54,749	54,749
PARKER-HANNIFIN CORP MTNS BE 6.250% DUE 05-15-38	7,262	7,262
CVS HEALTH CORP 3.500% DUE 07-20-22	67,838	67,838
ORACLE CORP 3.600% DUE 04-01-50	5,822	5,822
PHILLIPS 66 5.875% DUE 05-01-42	13,895	13,895
ORACLE CORP 2.650% DUE 07-15-26	32,794	32,794
OHIO PWR CO 4.150% DUE 04-01-48	19,188	19,188
MASTERCARD INCORPORATED 3.800% DUE 11-21-46	12,631	12,631
PFIZER INC 7.200% DUE 03-15-39	17,156	17,156
PROLOGIS LP 3.750% DUE 11-01-25	22,727	22,727
MCDONALDS CORP MED TERM NT BE 1.450% DUE 09-01-25	41,370	41,370
CAMDEN PROPERTY TRUST 2.950% DUE 12-15-22	52,125	52,125
QUALCOMM INC 4.300% DUE 05-20-47	13,542	13,542
BRISTOL-MYERS SQUIBB CO 4.250% DUE 10-26-49	13,397	13,397
DEERE & CO. 8.100% DUE 05-15-30	22,809	22,809
PRUDENTIAL FINANCIAL INC 6.625% DUE 12-01-37	14,971	14,971
PROGRESSIVE CORP OHIO 6.625% DUE 03-01-29	27,276	27,276
CHUBB INA HOLDINGS INC 6.700% DUE 05-15-36	23,357	23,357
METLIFE INC 4.050% DUE 03-01-45	12,734	12,734
BECTON DICKINSON & CO 3.700% DUE 06-06-27	17,173	17,173
CONSOLIDATED EDISON CO N Y INC 5.500% DUE 12-01-39	13,664	13,664
CITIGROUP INC 6.625% DUE 01-15-28	26,201	26,201
NIKE INC 3.250% DUE 03-27-40	17,382	17,382
KROGER CO 3.700% DUE 08-01-27	22,989	22,989
CITIGROUP INC 4.500% DUE 01-14-22	20,850	20,850
BOEING CO 7.250% DUE 06-15-25	30,305	30,305
DISNEY WALT CO 4.700% DUE 03-23-50	7,046	7,046
KIMBERLY CLARK CORP 6.625% DUE 08-01-37	16,343	16,343
BERKSHIRE HATHAWAY FIN CORP 4.250% DUE 01-15-49	13,224	13,224
SCHWAB CHARLES CORP NEW 4.000% DUE 02-01-29	23,789	23,789
BECTON DICKINSON & CO 6.000% DUE 05-15-39	6,557	6,557
DIAGEO CAP PLC 5.875% DUE 09-30-36	28,846	28,846
NUTRIEN LTD 4.200% DUE 04-01-29	23,922	23,922
BP CAP MKTS P L C 3.535% DUE 11-04-24	72,078	72,078
DOWDUPONT INC 4.493% DUE 11-15-25	46,694	46,694
MORGAN STANLEY 3.750% DUE 02-25-23	21,416	21,416
MORGAN STANLEY 3.875% DUE 01-27-26	51,514	51,514
COMM 2012-CCRE2 MORTGAGE TRUST 3.147% DUE 08-15-45	92,369	92,369
SHELL INTERNATIONAL FIN BV 3.250% DUE 05-11-25	44,292	44,292
SNAP ON INC 6.125% DUE 09-01-21	15,562	15,562
COMCAST CORP NEW 3.950% DUE 10-15-25	45,809	45,809
COMCAST CORP NEW 3.400% DUE 04-01-30	11,492	11,492
SYSCO CORP 3.550% DUE 03-15-25	33,393	33,393
BURLINGTON NORTHN SANTA FE CP 6.150% DUE 05-01-37	15,115	15,115
HALLIBURTON CO 6.700% DUE 09-15-38	13,213	13,213
HARTFORD FINL SVCS GROUP INC 2.800% DUE 08-19-29	21,789	21,789
WELLS FARGO & CO 3.584% DUE 05-22-28	33,974	33,974
WELLS FARGO & CO 2.406% DUE 10-30-25	21,116	21,116
FLORIDA PWR & LT CO 5.400% DUE 09-01-35	7,145	7,145
FISERV INC 4.400% DUE 07-01-49	6,696	6,696
VALERO ENERGY CORP 3.400% DUE 09-15-26	10,936	10,936
LOCKHEED MARTIN CORP 4.850% DUE 09-15-41	13,168	13,168
JPMORGAN CHASE & CO 3.900% DUE 07-15-25	11,281	11,281
TRAVELERS COMPANIES INC 5.350% DUE 11-01-40	14,372	14,372
INTERSTATE PWR & LT CO 4.100% DUE 09-26-28	35,726	35,726
AVALONBAY CMNTYS INC MTN BE 2.950% DUE 09-15-22	5,187	5,187
JP MORGAN CHASE BANK NA 3.559% DUE 04-23-24	21,414	21,414
U S BANCORP MTNS BK ENT 3.700% DUE 01-30-24	87,226	87,226
JPMORGAN CHASE & CO 2.950% DUE 10-01-26	49,883	49,883
AT&T INC 4.250% DUE 03-01-27	35,066	35,066
ISHARES TR MBS FIXED BDFD	371,689	371,689
ENTERPRISE PRODS OPER LLC 5.100% DUE 02-15-45	12,630	12,630
TAMPA ELEC CO 6.150% DUE 05-15-37	6,964	6,964
ANHEUSER BUSCH COS INC 6.800% DUE 08-20-32	14,293	14,293
TOSCO CORP 8.125% DUE 02-15-30	29,409	29,409
WISCONSIN ELEC PWR CO 6.500% DUE 06-01-28	19,701	19,701
MONDELEZ INTL INC 1.500% DUE 05-04-25	20,700	20,700
GOLDMAN SACHS GROUP INC 3.850% DUE 01-26-27	68,461	68,461
POTOMAC ELEC PWR CO 3.600% DUE 03-15-24	54,256	54,256
PROCTER & GAMBLE CO 5.800% DUE 08-15-34	15,094	15,094
GENERAL ELEC CAP CORP MTN BE 6.875% DUE 01-10-39	14,634	14,634
BANK AMER CORP 3.300% DUE 01-11-23	74,196	74,196
VISA INC 4.150% DUE 12-14-35	12,969	12,969
VIRGINIA ELEC & PWR CO 8.875% DUE 11-15-38	18,270	18,270
ALLSTATE CORP 4.500% DUE 06-15-43	13,408	13,408
HONEYWELL INTL INC 2.800% DUE 06-01-50	10,934	10,934
VERIZON COMMUNICATIONS INC 4.400% DUE 11-01-34	18,721	18,721
EXXON MOBIL CORP 3.567% DUE 03-06-45	11,423	11,423
ALTRIA GROUP INC 4.750% DUE 05-05-21	20,286	20,286
VALERO ENERGY CORP 4.000% DUE 04-01-29	16,814	16,814
ALTRIA GROUP INC 4.800% DUE 02-14-29	11,935	11,935
DUKE POWER CO LLC 6.450% DUE 10-15-32	14,509	14,509
GENERAL DYNAMICS CORP 4.250% DUE 04-01-50	13,507	13,507
FEDEX CORP 5.100% DUE 01-15-44	13,359	13,359
UNITED PARCEL SERVICE INC 5.300% DUE 04-01-50	14,948	14,948
EQUITABLE COS INC 7.000% DUE 04-01-28	27,243	27,243
ERP OPER LTD PARTNERSHIP 3.000% DUE 07-01-29	22,269	22,269
AMERICAN EXPRESS CO 3.000% DUE 10-30-24	43,650	43,650
UNITED TECHNOLOGIES CORP 5.400% DUE 05-01-35	13,557	13,557
IBM CORP 7.000% DUE 10-30-25	51,800	51,800

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Name of Stock	End of Year Book Value	End of Year Fair Market Value
QORVO INC	153,633	153,633
PROLOGIS INC	12,159	12,159
PUBLIC SVC ENTERPRISE COM	1,807	1,807
QUALCOMM INC	73,428	73,428
VERISIGN INC COM	48,257	48,257
PROCTER & GAMBLE CO	124,391	124,391
VERIZON COMMUNICATIONS COM	129,368	129,368
QUANTA SVCS INC COM	5,546	5,546
PRINCIPAL FINANCIAL GROUP	5,209	5,209
PFIZER INC	73,252	73,252
PRICE T ROWE GROUP INC COM	9,386	9,386
PNC FINL SVCS GROUP COM	35,909	35,909
PHILLIPS 66	18,184	18,184
PG&E CORP COM	187	187
VERTEX PHARMACEUTICALS COM	4,727	4,727
PEPSICO INC	141,478	141,478
PENTAIR PLC	1,487	1,487
PAYPAL HOLDINGS INC	95,085	95,085
PARKER HANNIFIN CORP COM	19,886	19,886
PARAMOUNT GROUP INC	5,370	5,370
PACCAR INC COM	5,091	5,091
OWENS CORNING NEW COM	58,108	58,108
PRIMERICA INC	274,824	274,824
VIATRIS INC COM	487	487
WABTEC CORP COM	5,270	5,270
VISA INC COM CL A	176,515	176,515
TENCENT HOLDINGS LTD	264,771	264,771
TEMENOS AG SPONSORED ADR	99,700	99,700
TE CONNECTIVITY LTD	20,824	20,824
TARGET CORP	36,365	36,365
US BANCORP - NEW	21,385	21,385
TAPESTRY INC COM	11,500	11,500
VARIAN MED SYS INC COM	9,976	9,976
XYLEM INC COM	109,831	109,831
XILINX INC COM	2,410	2,410
WHITBREAD PLC	60,618	60,618
WEYERHAEUSER CO COM	16,698	16,698
VMWARE INC-CLASS A	19,636	19,636
VORNADO RLTY TR SH BEN INT	23,562	23,562
ORACLE CORP	56,216	56,216
WAL MART STORES INC	70,201	70,201
VISA INC COM CL A	154,861	154,861
WALMART DE MEXICO-SPON ADR V	54,198	54,198
WASTE MGMT INC DEL COM	99,061	99,061
WATSCO INC COM	71,816	71,816
WAYFAIR INC	124,421	124,421
WELLS FARGO & CO NEW	24,597	24,597
WERNER ENTERPRISES INC COM	5,961	5,961
WALT DISNEY CO	106,353	106,353
REGENERON PHARMA INC COM	15,460	15,460
OMNICOM GROUP INC COM	34,428	34,428
SEMPRA ENERGY COM	14,907	14,907
HORMEL FOODS CORP COM	792	792
BUNZL PLC	99,280	99,280
BUNGE LIMITED COM	6,033	6,033
BROWN FORMAN CORP CL B	15,409	15,409
BROADCOM INC.	16,200	16,200
BRISTOL MYERS SQUIBB COM	45,778	45,778
BRANDYWINE RLTY TR SH BEN INT NEW	39,184	39,184
BOSTON PROPERTIES INC COM	7,693	7,693
BOOKING HLDGS INC COM	6,682	6,682
BOOKING HLDGS INC COM	229,409	229,409
CAMPBELL SOUP CO COM	7,929	7,929
AXON ENTERPRISE INC COM	8,087	8,087
BAKER HUGHES COMPANY CL A	8,152	8,152
BANK AMER CORP	138,183	138,183
BAXTER INTL INC COM	25,837	25,837
BECTON DICKINSON & CO COM	38,784	38,784
BEST BUY INC COM	21,854	21,854
BIOGEN IDEC INC COM	12,243	12,243
BLACKROCK INC COM	72,154	72,154
BANK OF NEW YORK MELLON CORP	30,387	30,387
GENERAL MLS INC COM	22,697	22,697
RESMED INC COM	7,652	7,652
ROPER INDUSTRIES INC	17,675	17,675
OCCIDENTAL PETROLEUM CORPORATION WTS 03/08/27 (TO SUB FOR ORD)	381	381
TESLA MOTORS INC	198,293	198,293
SUNRUN INC COM	14,154	14,154
SUNPOWER CORP COM CL A	7,102	7,102
STRYKER CORP COM	8,331	8,331
STATE STR CORP COM	49,490	49,490
STARBUCKS CORP COM	111,473	111,473
SS&C TECHNOLOGIES HOLDINGS INC	119,019	119,019
SOUTHWEST AIRLS CO COM	26,148	26,148
SOLAREDGE TECHNOLOGIES INC	11,807	11,807
SKYWORKS SOLUTIONS INC COM	156,855	156,855
SIEMENS HEALTHINEERS AG	131,017	131,017
ROSS STORES INC COM	5,158	5,158
S&P GLOBAL INC.	111,768	111,768
SALESFORCE COM INC COM	148,205	148,205
SALESFORCE COM INC COM	69,429	69,429
SAP AKTIENGESELLSCHAFT (SPON ADR)	159,989	159,989
ROCKWELL AUTOMATION COM	7,273	7,273
SCHWAB CHARLES CP NEW COM	15,541	15,541
SEAGATE TECHNOLOGY PLC SHS	7,335	7,335
NVR INC COM	326,389	326,389
SERVICENOW INC	45,135	45,135
SHERWIN WILLIAMS CO COM	26,457	26,457
SCHLUMBERGER LTD COM	46,651	46,651
TETRA TECH INC NEW COM	12,273	12,273
TJX COS INC NEW COM	41,657	41,657
THE CARLYLE GROUP	175,121	175,121
NEXTERA ENERGY INC	70,747	70,747
NEWMONT GOLDCORP CORP	39,707	39,707
NEW YORK TIMES CO CL A	1,864	1,864
NEW ORIENTAL EDUCATION SP ADR	179,121	179,121
NETFLIX COM INC COM	65,428	65,428
NETAPP INC	13,910	13,910
NESTLE SA SPONSORED ADR	86,112	86,112
LAM RESEARCH CORP COM	13,224	13,224
MSCI INC.	72,784	72,784
MSCI INC.	2,233	2,233
NIELSEN HOLDINGS PLC	5,614	5,614
MORGAN STANLEY	20,216	20,216
MONDELEZ INTERNATIONAL INC	31,048	31,048
MOLSON COORS BREWING CO	10,665	10,665
MICROSOFT CORP	728,870	728,870
KROGER CO COM	29,219	29,219
JOHNSON & JOHNSON	198,299	198,299
KKR & CO INC.	165,847	165,847
ICON PLC	222,082	222,082
HUMANA INC COM	13,129	13,129
HP INC	30,024	30,024
YUM! BRANDS INC	4,234	4,234
HOME DEPOT INC	69,592	69,592
HOLOGIC INC	10,123	10,123
MOODYS CORP COM	128,867	128,867
NIKE INC CL B	46,544	46,544
MCDONALDS CORP COM	47,422	47,422
MCKESSON CORP COM	19,479	19,479
MEDTRONIC PLC	174,773	174,773
MEDTRONIC PLC	97,343	97,343
MERCK & CO., INC.	135,788	135,788
MASTERCARD INC CL A	99,586	99,586
LANDSTAR SYSTEMS INC	33,126	33,126
LINCOLN NATL CORP IND COM	7,848	7,848
LINDE PLC COM	84,060	84,060
MASTERCARD INC CL A	244,147	244,147
NORFOLK SOUTHERN CORP COM	2,851	2,851
NORTHERN TR CORP COM	9,128	9,128
NORTONLIFELOCK INC	7,460	7,460
MICROSOFT CORP	153,247	153,247
ABBOTT LABS	104,891	104,891
MICRON TECHNOLOGY INC	26,087	26,087
HILTON WORLDWIDE HOLDINGS INC	133,401	133,401
LOWES COMPANIES INC	21,990	21,990
MARRIOTT INTL INC NEW CL A	18,073	18,073
MARATHON PETROLEUM CORP	8,355	8,355
LVMH MOET HENNESSY LOUIS VUITTON SA	98,412	98,412
HILTON WORLDWIDE HOLDINGS INC	63,752	63,752
HIGHWOODS PROPERTIES INC	27,147	27,147
HEXCEL CORP NEW COM	2,909	2,909
INTL PAPER CO COM	9,596	9,596
INTERPUBLIC GROUP COS COM	21,474	21,474
INTERNATIONAL FLAV&FRA COM	9,796	9,796
INTEL CORP	120,714	120,714
INDUSTRIA DE DISENO TE ADR	94,315	94,315
ILLINOIS TOOL WKS INC COM	38,737	38,737
ONEOK INC NEW COM	5,680	5,680
OCCIDENTAL PETE CP DEL COM	7,859	7,859
UNIVERSAL DISPLAY CORP	16,546	16,546
UNITED PARCEL SERVICE INC CL B	26,102	26,102
UNITED HEALTH GROUP INC COM	110,815	110,815
UNION PAC CORP COM	60,176	60,176
THE HERSHEY COMPANY	26,962	26,962
THE SAGE GROUP PLC	122,385	122,385
THERMO FISHER SCIENTIFIC INC	65,675	65,675
TIFFANY & CO NEW COM	26,421	26,421
T-MOBILE US INC	7,821	7,821
INTUIT COM	25,830	25,830
TRANE TECHNOLOGIES	11,177	11,177
TRAVELERS COS INC	42,251	42,251
GENERAL ELECTRIC CO	150,282	150,282
UBER TECHNOLOGIES, INC.	561	561
UNILEVER PLC SPON ADR NEW	104,061	104,061
TRANSDIGM GROUP INC COM	201,126	201,126
ITT INC.	15,712	15,712
HEWLETT PACKARD ENTERPRISE CO	24,695	24,695
HESS CORP COM	7,074	7,074
HEICO CORP NEW CL A	92,712	92,712
HEICO CORP NEW CL A	313,604	313,604
HCA HOLDINGS INC	9,703	9,703
HASBRO INC COM	15,995	15,995
HARTFORD FINL SVCS COM	5,535	5,535
GRACO INC COM	140,793	140,793
GOLDMAN SACHS GROUP INC	45,094	45,094
GILEAD SCIENCES INC COM	31,693	31,693
GENERAL MOTORS COM	29,439	29,439
IDEXX LABS INC COM	13,944	13,944
IHS MARKIT LTD	16,529	16,529
ILLUMINA INC COM	12,210	12,210
JBG SMITH PROPERTIES	44,716	44,716
NVIDIA CORP COM	150,394	150,394
JOHNSON CONTROLS INTERNATIONAL PLC	22,783	22,783
JONES LANG LASALLE INC COM	156,382	156,382
JP MORGAN CHASE & CO	187,301	187,301
JUNIPER NETWORKS INC COM	43,624	43,624
KELLOGG CO COM	15,184	15,184
KEYSIGHT TECHNOLOGIES INC	5,812	5,812
KILROY RLTY CORP COM	43,681	43,681
KIMBERLY CLARK CORP COM	50,696	50,696
KB HOME COM	33,721	33,721
TWITTER INC	5,469	5,469
CVS HEALTH CORP	34,082	34,082
CVS HEALTH CORP	57,714	57,714
EDWARDS LIFESCIENCES COM	35,580	35,580
CSX CORP COM	29,222	29,222
DARDEN RESTAURANTS INC COM	5,480	5,480
DELTA AIR LINES DEL COM NEW	8,243	8,243
EOG RES INC COM	12,019	12,019
DELL TECHNOLOGIES INC	12,166	12,166
ETSY INC	6,938	6,938
DEERE & CO COM	31,748	31,748
ELI LILLY & CO	57,406	57,406
ENPHASE ENERGY, INC.	8,949	8,949
DOUGLAS EMMETT INC COM	69,682	69,682
AMERICAN AIRLINES GROUP INC	5,504	5,504
AMAZON COM INC COM	201,930	201,930
AMAZON COM INC COM	452,713	452,713
AMADEUS IT HOLDING SA	56,956	56,956
ALPHABET INC CL C	166,429	166,429
CONOCOPHILLIPS COM	17,276	17,276
ZIMMER BIOMET HOLDINGS INC	11,249	11,249
FACEBOOK INC	215,523	215,523
DANAHER CORP DEL COM	34,654	34,654
F M C CORP COM NEW	41,949	41,949
FACEBOOK INC	143,136	143,136
DONALDSON INC COM	7,264	7,264
D R HORTON INC COM	195,595	195,595
EMERSON ELEC CO COM	47,258	47,258
AMERICAN EXPRESS CO COM	51,991	51,991
DASSAULT SYS S A SPONSORED ADR	70,266	70,266
EXELON CORP COM	19,632	19,632
EBAY INC COM	21,256	21,256
COUSINS PROPERTIES INCORPORATED	6,600	6,600
COSTCO WHSL CORP NEW COM	13,187	13,187
FIRST REP BANK COM	296,211	296,211
FORD MTR CO DEL COM	13,220	13,220
FEDEX CORP COM	16,616	16,616
CREDIT ACCEPTANCE CORP	187,954	187,954
FIRST SOLAR INC COM	26,412	26,412
EDISON INTL COM	53,397	53,397
ECOLAB INC COM	78,539	78,539
COMPASS GROUP PLC	101,824	101,824
DARLING INTL INC COM	36,511	36,511
DXC TECHNOLOGY CO	9,167	9,167
DUPONT DE NEMOURS INC.	30,080	30,080
EXPEDITORS INTL WASH COM	10,177	10,177
DIGITAL RLTY TR INC COM	38,365	38,365
EXPERIAN PLC	120,941	120,941
CSL LTD SPONSORED ADR	157,625	157,625
DEVON ENERGY CORP NEW COM	10,688	10,688
FASTENAL CO COM	191,365	191,365
COPART INC COM	330,341	330,341
CORTEVA INC.	2,052	2,052
COSTAR GROUP INC COM	112,762	112,762
GAP INC	10,761	10,761
COSTAR GROUP INC COM	137,718	137,718
CREE INC COM	6,354	6,354
AMERICAN INTL GROUP INC	5,149	5,149
AMERISOURCEBERGEN CORP COM	11,829	11,829
CARLISLE COS INC COM	8,121	8,121
AVANGRID INC	636	636
AVALARA INC COM	33,638	33,638
AUTOMATIC DATA PROCESSING INC	1,586	1,586
ALLETE INC	7,433	7,433
ALIGN TECHNOLOGY INC	1,069	1,069
ALIBABA GROUP HLDG LTD	248,323	248,323
ALEXANDRA REAL ESTATE EQUITY REIT	3,030	3,030
CHECK POINT SOFTWARE ORD	81,474	81,474
COMCAST CORP NEW CL A	60,260	60,260
COLOPLAST A/S ADR	29,169	29,169
COLGATE PALMOLIVE CO COM	109,025	109,025
COGNIZANT TECH SOLUTNS CL A	40,319	40,319
COCA COLA CO	113,354	113,354
AMERICAN WTR WKS INC COM	152,396	152,396
CITRIX SYS INC COM	26,020	26,020
CITIGROUP INC	91,010	91,010
CIGNA CORP	39,346	39,346
CHUBB LTD	27,090	27,090
CHEVRON TEXACO CORP	58,439	58,439
CHARTER COMMUNICATIONS INC	23,154	23,154
CLOROX CO DEL COM	19,384	19,384
AKAMAI TECHNOLOGIES COM	18,058	18,058
ASPEN TECHNOLOGY INC	29,306	29,306
ARISTA NETWORKS INC COM	9,879	9,879
ARCHER DANIELS MIDLAND COM	12,300	12,300
APTIV PLC	11,205	11,205
APPLIED MATLS INC COM	11,564	11,564
APPLE INC	781,411	781,411
APACHE CORP COM	6,229	6,229
AON PLC SHS CL A	148,100	148,100
AON PLC SHS CL A	2,535	2,535
ANTHEM INC	61,649	61,649
ANALOG DEVICES INC COM	11,080	11,080
AMGEN INC	77,943	77,943
AT&T INC	37,359	37,359
AUTODESK INC COM	36,946	36,946
ANTHEM INC	147,059	147,059
ALPHABET INC CL A	177,017	177,017
AIR PRODS & CHEMS INC COM	31,694	31,694
AGILENT TECHNOLOGIES COM	7,702	7,702
AFLAC INC COM	6,848	6,848
ADVANCED MICRO DEVICES	43,929	43,929
ADOBE SYS INC COM	111,527	111,527
ADIDAS AG ADR	171,096	171,096
ACCENTURE PLC	161,689	161,689
ACUITY BRANDS INC COM	33,058	33,058
ALLSTATE CORP COM	16,709	16,709
ABBVIE INC	83,684	83,684
AIRBUS SE	141,902	141,902
ACCENTURE PLC	158,816	158,816

- TIN:

TY 2020 InvestmentsGovtObligationsSch

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

US Government Securities - End of Year Book Value:

1,793,366

US Government Securities - End of Year Fair Market Value:

1,793,366

State & Local Government Securities - End of Year Book Value:

16,329

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

16,329

- TIN:

TY 2020 InvestmentsOtherSchedule2

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
BBR REAL ASSETS FUND III LP	FMV	2,029,359	2,029,359
BBR REAL ASSETS FUND IV LP	FMV	1,158,978	1,158,978
BBR REAL ASSETS FUND V LP	FMV	1,146,945	1,146,945
BBR REAL ASSETS FUND VI	FMV	110,000	110,000
ANGELENO GLOBAL EQUITIES, LP	FMV	1,580,862	1,580,862
RETHINK EDUCATION III LP	FMV	92,398	92,398
REACH II, LP	FMV	397,018	397,018
IFF INVESTMENTS	AT COST	500,000	500,000
ECHO STREET GOODCO SELECT II, LP	FMV	4,616,520	4,616,520
FINANCE FUND CAPITAL CORPORATION	AT COST	241,875	241,875
BBR PRIVATE INVESTMENT FUND - SERIES J	FMV	1,421,959	1,421,959
BBR ABSOLUTE RETURN LONG DURATION II LP	FMV	610,220	610,220
BBR PRIVATE INVESTMENT FUND - SERIES H	FMV	3,328,207	3,328,207
BBR EQUITY LONG/SHORT LTD	FMV	26,125,965	26,125,965
BBR ABSOLUTE RETURN LTD	FMV	6,050,930	6,050,930
BBR ABSOLUTE RETURN LONG DURATION LP	FMV	987,050	987,050
BBR ABSOLUTE RETURN LONG DURATION III, LP	FMV	350,000	350,000
SUSTAINABLE EQUITIES LP	FMV	3,100,000	3,100,000
SUSTAIN VC IMPACT FUND II	FMV	82,851	82,851
COGNITIVE TOYBOX	AT COST	75,000	75,000
CPCA VENTUES	FMV	56,500	56,500
COMMUNITY HEALTH CENTER CAPITAL FUND	FMV	248,891	248,891
MDF FREEDOM 100	FMV	100,000	100,000
BBR PRIVATE INVESTMENT FUND - SERIES I	FMV	1,810,037	1,810,037
BBR PRIVATE INVESTMENT FUND - SERIES K	FMV	33,750	33,750

- TIN:

TY 2020 OtherAssetsSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
DUE FROM ECHO STREET GOODCO SELECT II, LP	125,000	550,000	550,000
ACCRUED INTEREST AND DIVIDENDS	54,497	45,571	45,571

- TIN:

TY 2020 OtherExpensesSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
MEMBERSHIP DUES	765	0	765
SOFTWARE LICENSES	2,690	0	2,690
INSURANCE	2,250	0	2,250
LICENSE AND STATE FILING FEES	911	0	1,754
OTHER PARTNERSHIP EXPENSES FROM K-1 ACTIVITIES	0	336,134	0
POSTAGE	0	0	37
WEBSITE	1,800	0	0

- TIN:

TY 2020 OtherIncomeSchedule2

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER PARTNERSHIP INCOME (LOSS) FROM K-1 ACTIVITIES		84,504

- TIN:

TY 2020 OtherIncreasesSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Description	Amount
UNREALIZED GAIN ON INVESTMENTS	8,479,979

- TIN:

TY 2020 OtherProfessionalFeesSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES - BBR PARTNERS, LLC	290,631	290,631	0
ADMINISTRATIVE AND GRANT MANAGEMENT FEES - ARABELLA ADVISORS, LLC	195,500	0	179,201
OTHER INVESTMENT MANAGEMENT FEES	103,885	103,885	0
PARTNERSHIP MANAGEMENT FEES FROM K-1 ACTIVITIES	0	157,089	0

- TIN:

TY 2020 TaxesSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	6,252	10,746		0
STATE UBI TAXES	927	0		0