Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 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 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$91,751,514J Accounting method:
modified cash
(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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 196 196  
4 Dividends and interest from securities... 432,365 713,431  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,447,186
b Gross sales price for all assets on line 6a 11,712,672
7 Capital gain net income (from Part IV, line 2)... 5,558,822
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 51,618 252,665  
12 Total. Add lines 1 through 11........ 3,931,365 6,525,114  
Operating and Administrative Expenses 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)....... Click to see attachment 21,595 0   14,295
c Other professional fees (attach schedule).... Click to see attachment 634,579 629,373   205,849
17 Interest...............   69,802    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 46,472 15,268   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9,903 376,309   8,836
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 712,549 1,090,752   228,980
25 Contributions, gifts, grants paid....... 3,600,001 3,600,001
26 Total expenses and disbursements. Add lines 24 and 25 4,312,550 1,090,752   3,828,981
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -381,185
b Net investment income (if negative, enter -0-) 5,434,362
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 362,734 1,289,728 1,289,728
2 Savings and temporary cash investments.........      
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.......... 1,568 2,268 2,268
10a Investments—U.S. and state government obligations (attach schedule) 1,809,695 Click to see attachment2,209,613 2,209,613
b Investments—corporate stock (attach schedule)....... 20,509,205 Click to see attachment21,947,754 21,947,754
c Investments—corporate bonds (attach schedule)....... 2,778,278 Click to see attachment4,123,727 4,123,727
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 56,255,315 Click to see attachment61,532,016 61,532,016
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment595,571 Click to see attachment646,408 Click to see attachment646,408
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 82,312,366 91,751,514 91,751,514
Liabilities 17 Accounts payable and accrued expenses.......... 94,017 107,516
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)......... 94,017 107,516
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........... 82,218,349 91,643,998
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    
29 Total net assets or fund balances (see instructions)..... 82,218,349 91,643,998
30 Total liabilities and net assets/fund balances (see instructions). 82,312,366 91,751,514
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
82,218,349
2
Enter amount from Part I, line 27a .....................
2
-381,185
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
9,806,834
4
Add lines 1, 2, and 3 ..........................
4
91,643,998
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
91,643,998
Form 990-PF (2021)
Form 990-PF (2021)
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 SALE OF PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS THROUGH K-1S NET OF UBI P    
c
d
e
(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 11,712,672   8,265,486 3,447,186
b       2,111,636
c
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       3,447,186
b       2,111,636
c
d
e
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 5,558,822
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here 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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 75,538
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 75,538
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 76,841
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 96,841
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 140
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 21,163
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet21,163 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE, DC
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.RWGFF.ORG
    14
    The books are in care ofbulletARABELLA ADVISORS LLC Telephone no.bullet (202) 595-1020

    Located atbullet1828 L ST NW SUITE 300WASHINGTONDC ZIP+4bullet20036
    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 2021, 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 VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ALICE GOLDMAN REITER PRESIDENT
    1.00     		0 0 0
    1828 L ST NW SUITE 300
    WASHINGTON,DC20036
    DANIEL S GOLDMAN SECRETARY & TREASURER
    1.00     		0 0 0
    1828 L ST NW SUITE 300
    WASHINGTON,DC20036
    SERRA FALK GOLDMAN BOARD MEMBER
    1.00     		0 0 0
    1828 L ST NW SUITE 300
    WASHINGTON,DC20036
    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 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    BBR PARTNERS LLC INVESTMENT ADVISORS 326,177
    140 E 45TH STREET 26TH FLOOR
    NEW YORK,NY10017
    ARABELLA ADVISORS LLC GRANT MAKING & CONSULTING 208,500
    1828 L ST NW SUITE 300
    WASHINGTON,DC20036
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    86,120,657
    b
    Average of monthly cash balances.......................
    1b
    2,093,954
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    88,214,611
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    88,214,611
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,323,219
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    86,891,392
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,344,570
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    4,344,570
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    75,538
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    75,538
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,269,032
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,269,032
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    4,269,032
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 4,269,032
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,354,331
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,828,981
    a Applied to 2020, but not more than line 2a 1,354,331
    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 2021 distributable amount..... 2,474,650
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,794,382
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALLIANCE FOR EARLY SUCCESS
    PO BOX 6756
    LEAWOOD,KS66206     		N/A PC GENERAL OPERATING SUPPORT 150,000
    ALLIANCE FOR EARLY SUCCESS
    PO BOX 6756
    LEAWOOD,KS66206     		N/A PC GENERAL OPERATING SUPPORT FOR CHILDCARE NEXT 300,000
    ASCEND AT ASPEN INSTITUTE
    2300 N STREET NW SUITE 700
    WASHINGTON,DC20037     		N/A PC TO SUPPORT TWO-GENERATION ADVOCACY 150,000
    BRIGHTER BEGINNINGS
    2727 MACDONALD AVE
    RICHMOND,CA94804     		N/A PC GENERAL OPERATING SUPPORT 50,000
    CENTER FOR LAW AND SOCIAL POLICY
    1200 18TH STREET NW SUITE 200
    WASHINGTON,DC20036     		N/A PC SUPPORT FOR FAMILY-FRIENDLY IMMIGRATION POLICY ADVOCACY 50,000
    CENTER FOR THE STUDY OF SOCIAL POLICY
    1575 EYE STREET NW SUITE 500
    WASHINGTON,DC20005     		N/A PC GENERAL OPERATING SUPPORT 100,000
    CENTERING HEALTHCARE INSTITUTE
    89 SOUTH STREET SUITE 404
    BOSTON,MA02111     		N/A PC GENERAL OPERATING SUPPORT 150,000
    CHILD CARE AWARE OF AMERICA
    1515 NORTH COURTHOUSE ROAD 11TH
    FLOOR
    ARLINGTON,VA22201     		N/A PC SUPPORT FOR STATE ADVOCACY EFFORTS 100,000
    CHILD FIRST
    35 NUTMEG DRIVE SUITE 385
    TRUMBULL,CT06611     		N/A PC 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
    FAMILY VALUES WORK
    207 E BUFFALO STREET SUITE 211
    MILWAUKEE,WI53202     		N/A PC SUPPORT FOR STATE ADVOCACY EFFORTS 100,000
    JUMPSTART
    308 CONGRESS STREET 6TH FLOOR
    BOSTON,MA02210     		N/A PC GENERAL OPERATING SUPPORT 100,000
    LIFT
    999 NORTH CAPITOL STREET NE SUITE
    310
    WASHINGTON,DC20002     		N/A PC GENERAL OPERATING SUPPORT FOR LIFT-NY 100,000
    MIGRATION POLICY INSTITUTE
    1400 16TH STREET NW SUITE 300
    WASHINGTON,DC20036     		N/A PC SUPPORT FOR IMMIGRANT AND DLL FAMILIES 50,000
    MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST
    2000 WESTCHESTER AVE 2ND FLOOR
    PURCHASE,NY10577     		N/A PC THE CONNECTICUT STREET FOUNDATION DAF 366,667
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20036     		N/A PC GENERAL OPERATING SUPPORT FOR EARLY EDGE CALIFORNIA 100,000
    PARENTCHILD
    163B MINEOLA BLVD
    MINEOLA,NY11501     		N/A PC GENERAL OPERATING SUPPORT 200,000
    PROSPERITY NOW
    1200 G STREET NW SUITE 400
    WASHINGTON,DC20005     		N/A PC SUPPORT FOR CHILDREN'S SAVING ACCOUNT PROGRAMS 100,000
    ROBIN HOOD FOUNDATION
    826 BROADWAY 9TH FLOOR
    NEW YORK,NY10003     		N/A PC GENERAL SUPPORT FOR THE MOMS PROGRAM 100,000
    SCHWAB CHARITABLE FUND
    111 WALL STREET
    NEW YORK,NY10005     		N/A PC ALICE AND BEN REITER CHARITABLE FUND 366,667
    SCHWAB CHARITABLE FUND
    111 WALL STREET
    NEW YORK,NY10005     		N/A PC DANIEL AND CORINNE GOLDMAN CHARITABLE FUND 366,667
    START EARLY
    33 WEST MONROE STREET SUITE 2400
    CHICAGO,IL60603     		N/A PC SUPPORT FOR 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 GENERAL OPERATING SUPPORT FOR ABRIENDO PUERTAS 100,000
    Total .................................bullet 3a 3,600,001
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 196  
    4 Dividends and interest from securities ....          
    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 46,750 18 3,400,436  
    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 113,090 14 -113,090  
    b2019 990PF REFUND     01 51,618  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 171,770 3,759,595 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,931,365
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 21,595 0   14,295

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    RICHARD W GOLDMAN FAMILY FOUNDATION
    EIN:
    45-1261400
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALABAMA PWR CO 5.500% DUE 03-15-41 26,045 26,045
    ALLSTATE CORP 4.500% DUE 06-15-43 12,294 12,294
    ALLSTATE CORP 5.550% DUE 05-09-35 19,669 19,669
    ALTRIA GROUP INC 4.800% DUE 02-14-29 39,510 39,510
    AMAZON COM INC 4.250% DUE 08-22-57 19,152 19,152
    AMERICAN EXPRESS CO 3.000% DUE 10-30-24 41,889 41,889
    AMGEN INC 2.300% DUE 02-25-31 30,086 30,086
    ANHEUSER BUSCH COS INC 6.800% DUE 08-20-32 13,548 13,548
    ANHEUSER-BUSCH INBEV WLDW INC 6.375% DUE 01-15-40 14,002 14,002
    AT&T INC 4.250% DUE 03-01-27 33,266 33,266
    BANK AMER CORP 3.559% DUE 04-23-27 106,774 106,774
    BECTON DICKINSON & CO 3.700% DUE 06-06-27 16,336 16,336
    BECTON DICKINSON & CO 6.000% DUE 05-15-39 6,638 6,638
    BERKSHIRE HATHAWAY FIN CORP 4.250% DUE 01-15-49 12,255 12,255
    BOEING CO 7.250% DUE 06-15-25 29,231 29,231
    BP CAP MKTS P L C 3.535% DUE 11-04-24 69,112 69,112
    BRISTOL-MYERS SQUIBB CO 4.250% DUE 10-26-49 12,361 12,361
    BROADCOM INC 4.750% DUE 04-15-29 22,741 22,741
    BURLINGTON NORTHN SANTA FE CP 6.150% DUE 05-01-37 21,255 21,255
    CAPITAL ONE FINL CORP 3.300% DUE 10-30-24 42,102 42,102
    CATERPILLAR FINL SVCS MTNS BE 3.750% DUE 11-24-23 52,610 52,610
    CHEVRON CORP NEW 2.978% DUE 05-11-40 25,526 25,526
    CHUBB INA HOLDINGS INC 6.700% DUE 05-15-36 21,982 21,982
    CITIGROUP INC 3.200% DUE 10-21-26 79,436 79,436
    CITIGROUP INC 6.625% DUE 01-15-28 25,045 25,045
    CITIGRP COML MTG TR 2013-GCJ11 2.815% DUE 04-12-46 47,653 47,653
    COMCAST CORP NEW 3.400% DUE 04-01-30 27,187 27,187
    COMCAST CORP NEW 3.950% DUE 10-15-25 43,686 43,686
    COMM 2012-CCRE2 MORTGAGE TRUST 3.147% DUE 08-15-45 90,197 90,197
    CONSOLIDATED EDISON CO N Y INC 5.500% DUE 12-01-39 25,781 25,781
    CVS HEALTH CORP 3.500% DUE 07-20-22 65,813 65,813
    CVS HEALTH CORP 4.300% DUE 03-25-28 33,583 33,583
    DEERE & CO. 8.100% DUE 05-15-30 21,641 21,641
    DIAGEO CAP PLC 5.875% DUE 09-30-36 27,976 27,976
    DISNEY WALT CO 4.700% DUE 03-23-50 6,578 6,578
    DOWDUPONT INC 4.493% DUE 11-15-25 44,081 44,081
    DUKE POWER CO LLC 6.450% DUE 10-15-32 46,627 46,627
    ENTERPRISE PRODS OPER LLC 5.100% DUE 02-15-45 18,638 18,638
    EOG RES INC 4.950% DUE 04-15-50 13,536 13,536
    EQUITABLE COS INC 7.000% DUE 04-01-28 45,715 45,715
    ERP OPER LTD PARTNERSHIP 3.000% DUE 07-01-29 21,183 21,183
    EXXON MOBIL CORP 3.567% DUE 03-06-45 10,922 10,922
    FEDEX CORP 5.100% DUE 01-15-44 12,733 12,733
    FISERV INC 4.200% DUE 10-01-28 11,193 11,193
    FISERV INC 4.400% DUE 07-01-49 5,941 5,941
    FLORIDA PWR & LT CO 5.400% DUE 09-01-35 6,468 6,468
    GENERAL ELEC CAP CORP MTN BE 6.875% DUE 01-10-39 14,855 14,855
    GENERAL MILLS INC 4.200% DUE 04-17-28 44,648 44,648
    GNMA PASS-THRU M SINGLE FAMILY 2.000% DUE 04-20-36 42,189 42,189
    GNMA PASS-THRU M SINGLE FAMILY 2.500% DUE 12-20-35 105,695 105,695
    GNMA PASS-THRU M SINGLE FAMILY 3.500% DUE 06-20-51 39,443 39,443
    GNMA PASS-THRU M SINGLE FAMILY 3.500% DUE 08-20-51 51,012 51,012
    GNMA PASS-THRU M SINGLE FAMILY 3.500% DUE 11-20-51 100,179 100,179
    GOLDMAN SACHS GROUP INC 3.850% DUE 01-26-27 107,342 107,342
    HARTFORD FINL SVCS GROUP INC 2.800% DUE 08-19-29 36,279 36,279
    IBM CORP 7.000% DUE 10-30-25 48,271 48,271
    INTERSTATE PWR & LT CO 4.100% DUE 09-26-28 44,367 44,367
    ISHARES TR MBS FIXED BDFD 489,881 489,881
    JP MORGAN CHASE MBS 2013-C13 3.994% DUE 01-18-46 42,367 42,367
    JPMORGAN CHASE & CO 2.739% DUE 10-15-30 25,638 25,638
    JPMORGAN CHASE & CO 2.950% DUE 10-01-26 47,519 47,519
    JPMORGAN CHASE & CO 3.509% DUE 01-23-29 16,087 16,087
    JPMORGAN CHASE & CO 3.900% DUE 07-15-25 10,762 10,762
    KIMBERLY CLARK CORP 6.625% DUE 08-01-37 15,129 15,129
    KROGER CO 3.700% DUE 08-01-27 21,775 21,775
    LINCOLN NATL CORP IND 7.000% DUE 06-15-40 22,789 22,789
    LOCKHEED MARTIN CORP 4.850% DUE 09-15-41 12,785 12,785
    LOWES COS INC 4.050% DUE 05-03-47 11,556 11,556
    MAGELLAN MIDSTREAM PARTNERS LP 5.000% DUE 03-01-26 55,810 55,810
    MARKEL CORP 3.350% DUE 09-17-29 16,164 16,164
    MASTERCARD INCORPORATED 3.800% DUE 11-21-46 11,738 11,738
    MCDONALDS CORP MED TERM NT BE 1.450% DUE 09-01-25 40,308 40,308
    METLIFE INC 4.050% DUE 03-01-45 11,830 11,830
    MONDELEZ INTL INC 1.500% DUE 05-04-25 20,018 20,018
    MORGAN STAN CAP I 2016-UBS11 2.782% DUE 08-17-49 26,037 26,037
    MORGAN STANLEY 1.794% DUE 02-13-32 28,290 28,290
    MORGAN STANLEY 3.750% DUE 02-25-23 20,666 20,666
    MORGAN STANLEY 3.772% DUE 01-24-29 16,299 16,299
    MORGAN STANLEY 3.875% DUE 01-27-26 48,728 48,728
    NIKE INC 3.250% DUE 03-27-40 16,397 16,397
    NORFOLK SOUTHERN CORP 3.850% DUE 01-15-24 52,347 52,347
    NUTRIEN LTD 4.200% DUE 04-01-29 45,105 45,105
    OHIO PWR CO 4.150% DUE 04-01-48 17,487 17,487
    ORACLE CORP 2.650% DUE 07-15-26 30,829 30,829
    ORACLE CORP 3.600% DUE 04-01-50 4,884 4,884
    PARKER-HANNIFIN CORP MTNS BE 6.250% DUE 05-15-38 27,633 27,633
    PFIZER INC 7.200% DUE 03-15-39 32,148 32,148
    PHILLIPS 66 5.875% DUE 05-01-42 13,712 13,712
    POTOMAC ELEC PWR CO 3.600% DUE 03-15-24 52,449 52,449
    PROCTER & GAMBLE CO 5.800% DUE 08-15-34 13,787 13,787
    PROGRESSIVE CORP OHIO 6.625% DUE 03-01-29 25,884 25,884
    PRUDENTIAL FINANCIAL INC 6.625% DUE 12-01-37 14,487 14,487
    PRUDENTIAL FINL INC MTNS BOOK 5.625% DUE 05-12-41 13,289 13,289
    QUALCOMM INC 4.300% DUE 05-20-47 12,432 12,432
    ROYAL BK CDA 3.700% DUE 10-05-23 78,644 78,644
    SCHWAB CHARLES CORP NEW 4.000% DUE 02-01-29 22,378 22,378
    SHELL INTERNATIONAL FIN BV 3.250% DUE 05-11-25 42,523 42,523
    SPECTRA ENERGY PARTNERS LP 3.375% DUE 10-15-26 36,621 36,621
    STRYKER CORP 4.375% DUE 05-15-44 18,155 18,155
    T MOBILE USA INC 4.375% DUE 04-15-40 17,011 17,011
    TAMPA ELEC CO 6.150% DUE 05-15-37 20,531 20,531
    TOSCO CORP 8.125% DUE 02-15-30 28,127 28,127
    TRAVELERS COMPANIES INC 5.350% DUE 11-01-40 13,533 13,533
    TRAVELERS COS INC/THE 6.250% DUE 06-15-37 14,301 14,301
    U S BANCORP MTNS BK ENT 3.700% DUE 01-30-24 84,377 84,377
    UNION PAC CORP 6.625% DUE 02-01-29 51,464 51,464
    UNITED PARCEL SERVICE INC 5.300% DUE 04-01-50 14,740 14,740
    UNITED TECHNOLOGIES CORP 5.400% DUE 05-01-35 25,871 25,871
    VALERO ENERGY CORP 3.400% DUE 09-15-26 10,677 10,677
    VALERO ENERGY CORP 4.000% DUE 04-01-29 16,318 16,318
    VERIZON COMMUNICATIONS INC 4.400% DUE 11-01-34 17,458 17,458
    VIRGINIA ELEC & PWR CO 8.875% DUE 11-15-38 17,612 17,612
    VISA INC 4.150% DUE 12-14-35 11,956 11,956
    WELLS FARGO & CO 2.406% DUE 10-30-25 20,481 20,481
    WELLS FARGO & CO 3.584% DUE 05-22-28 80,585 80,585
    WESTLAKE CHEM CORP 3.600% DUE 08-15-26 16,095 16,095
    WESTLAKE CHEM CORP 5.000% DUE 08-15-46 6,282 6,282
    WISCONSIN ELEC PWR CO 6.500% DUE 06-01-28 18,664 18,664

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    RICHARD W GOLDMAN FAMILY FOUNDATION
    EIN:
    45-1261400
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 163,540 163,540
    ABBVIE INC 54,295 54,295
    ACCENTURE PLC 436,521 436,521
    ACUITY BRANDS INC COM 49,119 49,119
    ADIDAS AG ADR 147,024 147,024
    ADOBE SYS INC COM 114,546 114,546
    ADVANCED DRAINAGE SYSTEMSINC 68,473 68,473
    ADVANCED MICRO DEVICES 50,797 50,797
    AECOM TECHNOLOGY CORP 39,680 39,680
    AIR PRODS & CHEMS INC COM 63,286 63,286
    ALPHABET INC CL A 173,822 173,822
    ALPHABET INC CL C 367,486 367,486
    AMADEUS IT HOLDING SA 76,320 76,320
    AMAZON COM INC COM 656,865 656,865
    AMERICAN EXPRESS CO COM 54,315 54,315
    AMERICAN WTR WKS INC COM 44,382 44,382
    AMGEN INC 90,888 90,888
    ANALOG DEVICES INC COM 25,311 25,311
    ANTHEM INC 89,000 89,000
    AON PLC SHS CL A 247,060 247,060
    APPLE INC 850,738 850,738
    APPLIED MATLS INC COM 211,964 211,964
    APPLOVIN CORP COM CL A 236,121 236,121
    APTIV PLC 8,742 8,742
    ARCHER DANIELS MIDLAND COM 29,266 29,266
    ARISTA NETWORKS INC COM 16,675 16,675
    ASML HOLDING NV - NY SHS 124,994 124,994
    AT&T INC 31,955 31,955
    AUTODESK INC COM 36,555 36,555
    AUTOMATIC DATA PROCESSING INC 48,083 48,083
    BAKER HUGHES COMPANY CL A 9,407 9,407
    BANK AMER CORP 174,668 174,668
    BANK OF NEW YORK MELLON CORP 22,128 22,128
    BEST BUY INC COM 14,630 14,630
    BIOGEN IDEC INC COM 960 960
    BOOKING HLDGS INC COM 287,908 287,908
    BRANDYWINE RLTY TR SH BEN INT NEW 108,608 108,608
    BRISTOL MYERS SQUIBB COM 13,655 13,655
    BUNGE LIMITED COM 16,431 16,431
    BUNZL PLC 66,012 66,012
    CHEVRON TEXACO CORP 87,074 87,074
    CHUBB LTD 44,268 44,268
    CIGNA CORP 28,704 28,704
    CITIGROUP INC 82,614 82,614
    CITRIX SYS INC COM 30,363 30,363
    CLOROX CO DEL COM 6,974 6,974
    COCA COLA CO 123,986 123,986
    COGNIZANT TECH SOLUTNS CL A 42,763 42,763
    COLGATE PALMOLIVE CO COM 174,008 174,008
    COMCAST CORP NEW CL A 68,298 68,298
    CONOCOPHILLIPS COM 74,778 74,778
    COPART INC COM 269,277 269,277
    COSTAR GROUP INC COM 271,863 271,863
    COSTCO WHSL CORP NEW COM 14,760 14,760
    CREDIT ACCEPTANCE CORP 123,095 123,095
    CSL LTD SPONSORED ADR 94,691 94,691
    CVS HEALTH CORP 29,916 29,916
    D R HORTON INC COM 286,959 286,959
    DANAHER CORP DEL COM 51,326 51,326
    DARLING INTL INC COM 69,636 69,636
    DASSAULT SYS S A SPONSORED ADR 69,527 69,527
    DEERE & CO COM 18,859 18,859
    DELL TECHNOLOGIES INC 13,986 13,986
    DEVON ENERGY CORP NEW COM 23,963 23,963
    DIGITAL RLTY TR INC COM 87,728 87,728
    DOUGLAS EMMETT INC COM 22,914 22,914
    DUPONT DE NEMOURS INC. 24,476 24,476
    EBAY INC COM 4,389 4,389
    ECOLAB INC COM 126,444 126,444
    EDISON INTL COM 101,556 101,556
    EDWARDS LIFESCIENCES COM 35,756 35,756
    ELI LILLY & CO 74,856 74,856
    ENPHASE ENERGY, INC. 25,795 25,795
    EOG RES INC COM 533 533
    EVOLUTION GAMING GROUP AB ADR 173,553 173,553
    EXPERIAN PLC 145,317 145,317
    F M C CORP COM NEW 35,275 35,275
    FASTENAL CO COM 234,652 234,652
    FIRST REP BANK COM 297,374 297,374
    FIRST SOLAR INC COM 35,561 35,561
    FORD MTR CO DEL COM 12,690 12,690
    GENERAL MLS INC COM 67,515 67,515
    GENERAL MOTORS COM 21,341 21,341
    GILEAD SCIENCES INC COM 6,027 6,027
    GLOBANT SA 32,037 32,037
    GOLDMAN SACHS GROUP INC 22,188 22,188
    GRACO INC COM 65,383 65,383
    GRAINGER W W INC COM 7,774 7,774
    HCA HOLDINGS INC 25,435 25,435
    HEALTHPEAK PPTYS INC COM 33,383 33,383
    HEICO CORP NEW CL A 425,144 425,144
    HESS CORP COM 14,954 14,954
    HEWLETT PACKARD ENTERPRISE CO 9,620 9,620
    HIGHWOODS PROPERTIES INC 30,544 30,544
    HILTON WORLDWIDE HOLDINGS INC 111,845 111,845
    HOME DEPOT INC 96,282 96,282
    HP INC 36,239 36,239
    ICON PLC 332,618 332,618
    IHS MARKIT LTD 19,672 19,672
    ILLINOIS TOOL WKS INC COM 12,093 12,093
    ILLUMINA INC COM 12,555 12,555
    INGEVITY CORP COM 6,955 6,955
    INTEL CORP 145,384 145,384
    INTERNATIONAL FLAV&FRA COM 3,917 3,917
    INTERPUBLIC GROUP COS COM 28,350 28,350
    INTL PAPER CO COM 20,671 20,671
    INTUIT COM 53,387 53,387
    JBG SMITH PROPERTIES 58,540 58,540
    JOHNSON & JOHNSON 352,575 352,575
    JP MORGAN CHASE & CO 188,753 188,753
    KB HOME COM 76,130 76,130
    KERING S A UNSPONSORED ADR 66,743 66,743
    KILROY RLTY CORP COM 57,488 57,488
    KIMBERLY CLARK CORP COM 66,887 66,887
    KINDER MORGAN INC 22,331 22,331
    KKR & CO INC. 170,531 170,531
    KROGER CO COM 17,878 17,878
    LAM RESEARCH CORP COM 181,945 181,945
    LANDSTAR SYSTEMS INC 87,899 87,899
    LINDE PLC COM 98,040 98,040
    LOWES COMPANIES INC 35,412 35,412
    LVMH MOET HENNESSY LOUIS VUITTON SA 96,652 96,652
    MARKEL CORP COM 38,254 38,254
    MARRIOTT INTL INC NEW CL A 22,142 22,142
    MASTERCARD INC CL A 306,859 306,859
    MCDONALDS CORP COM 10,991 10,991
    MCKESSON CORP COM 19,886 19,886
    MEDTRONIC PLC 223,866 223,866
    MERCADOLIBRE INC 83,601 83,601
    MERCK & CO., INC. 94,114 94,114
    META PLATFORMS INC 375,030 375,030
    METLIFE INC COM 8,811 8,811
    METTLER TOLEDO INTL COM 8,486 8,486
    MICRON TECHNOLOGY INC 11,085 11,085
    MICROSOFT CORP 1,098,421 1,098,421
    MODERNA, INC. 18,541 18,541
    MONDELEZ INTERNATIONAL INC 8,090 8,090
    MOODYS CORP COM 232,005 232,005
    MOSAIC CO COM 8,094 8,094
    MSCI INC. 93,129 93,129
    NASDAQ STOCK MARKET COM 17,221 17,221
    NESTLE SA SPONSORED ADR 57,692 57,692
    NETAPP INC 34,036 34,036
    NETFLIX COM INC COM 40,966 40,966
    NEWMONT GOLDCORP CORP 18,916 18,916
    NEXTERA ENERGY INC 103,723 103,723
    NIKE INC CL B 26,667 26,667
    NORFOLK SOUTHERN CORP COM 23,817 23,817
    NORTONLIFELOCK INC 9,327 9,327
    NVIDIA CORP COM 374,402 374,402
    NVR INC COM 330,897 330,897
    OLD DOMINION FREIGHT LINE 256,242 256,242
    OMNICOM GROUP INC COM 34,364 34,364
    ORACLE CORP 18,401 18,401
    ORGANON ORD SHS 30 30
    OWENS CORNING NEW COM 75,386 75,386
    PARAMOUNT GROUP INC 40,457 40,457
    PAYPAL HOLDINGS INC 57,328 57,328
    PEPSICO INC 142,268 142,268
    PFIZER INC 66,372 66,372
    PLUG POWER INC COM NEW 8,441 8,441
    PNC FINL SVCS GROUP COM 55,945 55,945
    PRIMERICA INC 254,122 254,122
    PRUDENTIAL FINL INC COM 70,140 70,140
    QORVO INC 175,000 175,000
    QUALCOMM INC 79,548 79,548
    REGENERON PHARMA INC COM 20,840 20,840
    S&P GLOBAL INC. 144,411 144,411
    SALESFORCE COM INC COM 278,781 278,781
    SAP AKTIENGESELLSCHAFT (SPON ADR) 135,206 135,206
    SCHLUMBERGER LTD COM 28,093 28,093
    SEAGATE TECHNOLOGY HOLDINGS ORD SHS 13,332 13,332
    SERVICENOW INC 25,964 25,964
    SHERWIN WILLIAMS CO COM 72,193 72,193
    SHOPIFY INC. 38,567 38,567
    SIEMENS HEALTHINEERS AG 218,256 218,256
    SKYWORKS SOLUTIONS INC COM 174,377 174,377
    SOLAREDGE TECHNOLOGIES INC 17,956 17,956
    SOUTHWEST AIRLS CO COM 14,437 14,437
    SPLUNK INC 136,550 136,550
    STARBUCKS CORP COM 96,968 96,968
    STATE STR CORP COM 79,236 79,236
    SUNPOWER CORP COM CL A 9,475 9,475
    SUNRUN INC COM 13,617 13,617
    SWITCH INC CL A 76,956 76,956
    SYLVAMO CORP COMMON STOCK 1,534 1,534
    TARGET CORP 45,594 45,594
    TE CONNECTIVITY LTD 34,688 34,688
    TEMENOS AG SPONSORED ADR 109,072 109,072
    TENCENT HOLDINGS LTD 113,510 113,510
    TESLA MOTORS INC 288,501 288,501
    THE CARLYLE GROUP 180,786 180,786
    THE SAGE GROUP PLC 214,939 214,939
    THERMO FISHER SCIENTIFIC INC 94,081 94,081
    TJX COS INC NEW COM 46,008 46,008
    TRANSDIGM GROUP INC COM 244,332 244,332
    TRAVELERS COS INC 25,967 25,967
    UNILEVER PLC SPON ADR NEW 57,286 57,286
    UNION PAC CORP COM 50,134 50,134
    UNITED HEALTH GROUP INC COM 124,531 124,531
    UNITED PARCEL SERVICE INC CL B 29,365 29,365
    UNIVERSAL DISPLAY CORP 32,346 32,346
    UPSTART HLDGS INC COM 152,208 152,208
    US BANCORP - NEW 27,074 27,074
    VERISIGN INC COM 165,998 165,998
    VERISK ANALYTICS INC CL A 27,448 27,448
    VERIZON COMMUNICATIONS COM 52,376 52,376
    VIATRIS INC COM 27 27
    VISA INC COM CL A 328,316 328,316
    VMWARE INC-CLASS A 45,541 45,541
    VORNADO RLTY TR SH BEN INT 62,497 62,497
    WALMART DE MEXICO-SPON ADR V 36,729 36,729
    WALMART INC. 6,511 6,511
    WALT DISNEY CO 42,750 42,750
    WASTE MGMT INC DEL COM 95,133 95,133
    WATSCO INC COM 38,171 38,171
    WAYFAIR INC 168,503 168,503
    WELLS FARGO & CO NEW 39,104 39,104
    WOLFSPEED, INC. 6,706 6,706
    XYLEM INC COM 218,374 218,374
    YUM! BRANDS INC 31,382 31,382

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    RICHARD W GOLDMAN FAMILY FOUNDATION
    EIN:
    45-1261400
    US Government Securities - End of Year Book Value:

    2,193,924
    US Government Securities - End of Year Fair Market Value:

    2,193,924
    State & Local Government Securities - End of Year Book Value:


    15,689
    State & Local Government Securities - End of Year Fair Market Value:


    15,689


    TY 2021 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
    ANGELENO GLOBAL EQUITIES, LP FMV 1,569,239 1,569,239
    BBR ABSOLUTE RETURN LONG DURATION II LP FMV 721,947 721,947
    BBR ABSOLUTE RETURN LONG DURATION III, LP FMV 511,929 511,929
    BBR ABSOLUTE RETURN LONG DURATION IV, LP FMV 25,000 25,000
    BBR ABSOLUTE RETURN LONG DURATION LP FMV 864,909 864,909
    BBR ABSOLUTE RETURN LTD FMV 6,481,470 6,481,470
    BBR EQUITY LONG/SHORT LTD FMV 23,170,448 23,170,448
    BBR EQUITY LONG/SHORT LTD. -CLASS C FMV 1,150,474 1,150,474
    BBR PRIVATE INVESTMENT FUND - SERIES H FMV 3,929,522 3,929,522
    BBR PRIVATE INVESTMENT FUND - SERIES I FMV 2,931,219 2,931,219
    BBR PRIVATE INVESTMENT FUND - SERIES J FMV 3,065,744 3,065,744
    BBR PRIVATE INVESTMENT FUND - SERIES K FMV 434,385 434,385
    BBR PRIVATE INVESTMENT FUND SERIES L FMV 125,000 125,000
    BBR REAL ASSETS FUND III LP FMV 1,881,472 1,881,472
    BBR REAL ASSETS FUND IV LP FMV 1,813,004 1,813,004
    BBR REAL ASSETS FUND V LP FMV 1,619,122 1,619,122
    BBR REAL ASSETS FUND VI FMV 307,119 307,119
    BBR REAL ASSETS FUND VII FMV 25,000 25,000
    COGNITIVE TOYBOX FMV 75,000 75,000
    COMMUNITY HEALTH CENTER CAPITAL FUND FMV 248,891 248,891
    CPCA VENTURES FMV 111,476 111,476
    ECHO STREET GOODCO SELECT II, LP FMV 3,666,974 3,666,974
    FINANCE FUND CAPITAL CORPORATION FMV 236,250 236,250
    GUARDIANS COLLECTIVE FMV 75,000 75,000
    IFF INVESTMENTS FMV 500,000 500,000
    MDF FREEDOM 100 FMV 98,462 98,462
    REACH II, LP FMV 1,716,639 1,716,639
    REACH III, LP FMV 124,727 124,727
    RETHINK EDUCATION III LP FMV 182,390 182,390
    RH CAPITAL FUND II FMV 175,000 175,000
    SUSTAIN VC IMPACT FUND II FMV 152,581 152,581
    SUSTAINABLE EQUITIES LP FMV 3,541,623 3,541,623

    TY 2021 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 550,000 600,000 600,000
    ACCRUED INTEREST AND DIVIDENDS 45,571 46,408 46,408


    TY 2021 OtherExpensesSchedule
    Name:
    RICHARD W GOLDMAN FAMILY FOUNDATION
    EIN:
    45-1261400
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEMBERSHIP DUES 780 0   0
    SOFTWARE LICENSES 2,568 0   2,751
    INSURANCE 2,250 0   2,250
    LICENSE AND STATE FILING FEES 1,623 0   2,035
    OTHER PARTNERSHIP EXPENSES FROM K-1 ACTIVITIES 0 374,558   0
    POSTAGE 34 0   0
    WEBSITE 800 0   1,800
    ADR FEES 1,751 1,751   0
    MISCELLANEOUS 97 0   0


    TY 2021 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   252,665  
    2019 990PF REFUND 51,618   51,618


    TY 2021 OtherIncreasesSchedule
    Name:
    RICHARD W GOLDMAN FAMILY FOUNDATION
    EIN:
    45-1261400
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 9,806,834


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    RICHARD W GOLDMAN FAMILY FOUNDATION
    EIN:
    45-1261400
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 337,008 337,008   0
    ADMINISTRATIVE AND GRANT MANAGEMENT FEES - ARABELLA ADVISORS, LLC 208,500 0   205,849
    OTHER INVESTMENT MANAGEMENT FEES 89,071 89,071   0
    PARTNERSHIP MANAGEMENT FEES FROM K-1 ACTIVITIES 0 203,294   0


    TY 2021 TaxesSchedule
    Name:
    RICHARD W GOLDMAN FAMILY FOUNDATION
    EIN:
    45-1261400
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 41,500 0   0
    FOREIGN TAXES 4,972 15,268   0