TY 2022 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.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022

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 If exemption application is pending, check here right arrow

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............. right arrow

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

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

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 ....... right arrow

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

$77,084,218J 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	13,204		13,204
4	Dividends and interest from securities...	471,053		873,227
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-239,214
b	Gross sales price for all assets on line 6a 13,370,471
7	Capital gain net income (from Part IV, line 2)...			706,470
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).......	List of Attached Documents: // Content	0	76,744
12	Total. Add lines 1 through 11........	245,043		1,669,645
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).......	List of Attached Documents: // Content	17,525	0	10,225
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	617,355	670,149	189,551
17	Interest...............			76,907
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	74,182	11,210	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	7,805	164,465	7,779
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	716,867		922,731	207,555
25	Contributions, gifts, grants paid.......	3,840,000			3,840,000
26	Total expenses and disbursements. Add lines 24 and 25	4,556,867		922,731	4,047,555
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-4,311,824
b	Net investment income (if negative, enter -0-)			746,914
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2022)

Form 990-PF (2022)

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.............	1,289,728	238,906	238,906
	2	Savings and temporary cash investments.........		2,554,085	2,554,085
	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..........	2,268	2,290	2,290
	10a	Investments—U.S. and state government obligations (attach schedule)	2,209,613	List of Attached Documents: // Content 1,055,030	1,055,030
	b	Investments—corporate stock (attach schedule).......	21,947,754	List of Attached Documents: // Content 15,321,683	15,321,683
	c	Investments—corporate bonds (attach schedule).......	4,123,727	List of Attached Documents: // Content 1,256,860	1,256,860
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	61,532,016	List of Attached Documents: // Content 56,629,129	56,629,129
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 646,408	List of Attached Documents: // Content 26,235	List of Attached Documents: // Content 26,235
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	91,751,514	77,084,218	77,084,218
	17	Accounts payable and accrued expenses..........	107,516	123,535
	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).........	107,516	123,535
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	91,643,998	76,960,683
	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).....	91,643,998	76,960,683
	30	Total liabilities and net assets/fund balances (see instructions).	91,751,514	77,084,218

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

91,643,998

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

-4,311,824

Other increases not included in line 2 (itemize) right arrow

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

87,332,174

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

10,371,491

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

76,960,683

Form 990-PF (2022)

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	REACH II, LP	P
c	CAPITAL GAINS THROUGH K-1S NET OF UBI AND AMOUNTS ABOVE	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	12,862,210	13,253,471	-391,261
b	508,261	356,214	152,047
c			945,684
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			-391,261
b			152,047
c			945,684
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	706,470
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

Form 990-PF (2022)

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	10,382
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	10,382
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	10,382
6	Credits/Payments:

a	2022 estimated tax payments and 2021 overpayment credited to 2022	6a	31,163
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	31,163
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. List of Attached Documents: // Content		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	20,781
11	Enter the amount of line 10 to be: Credited to 2023 estimated tax20,781	Refunded	11	0

Part VI-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. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 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 XIV..................................

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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

Form 990-PF (2022)

Page 5

Part VI-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

List of Attached Documents:

// Content

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

Yes

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

Yes

Website address right arrow

WWW.RWGFF.ORG

The books are in care of right arrow

ARABELLA ADVISORS LLC Telephone no. right arrow

(202) 595-1020

Located at right arrow

1828 L ST NW SUITE 300WASHINGTONDC ZIP+4 right arrow

20036

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2022, 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 right arrow

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

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)

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

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

1a(2)

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

1a(3)

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

1a(4)

(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)

(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)

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 ........ right arrow

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 2022? .............

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 2022, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2022?....................

If "Yes," list the years right arrow

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

If "Yes," did it have excess business holdings in 2022 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 2022.) .....................

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 2022? ..

Form 990-PF (2022)

Page 6

Part VI-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))? ..........

5a(1)

(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)

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

5a(3)

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

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

5a(4)

(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)

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 ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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?

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

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	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 (2022)

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	324,064
140 E 45TH STREET 26TH FLOOR NEW YORK,NY10017	INVESTMENT ADVISORS	324,064
ARABELLA ADVISORS LLC	GRANT MAKING & CONSULTING	211,396
1828 L ST NW SUITE 300 WASHINGTON,DC20036	GRANT MAKING & CONSULTING	211,396

Total number of others receiving over $50,000 for professional services............. right arrow

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......................... right arrow

Form 990-PF (2022)

Page 8

Part IX

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

80,118,810

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

2,768,478

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

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

82,887,288

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

82,887,288

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

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

1,243,309

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

81,643,979

Minimum investment return. Enter 5% (0.05) of line 5................

4,082,199

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.)

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

4,082,199

Tax on investment income for 2022 from Part V, line 5.......

10,382

Income tax for 2022. (This does not include the tax from Part V.) ...

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

10,382

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

4,071,817

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

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

4,071,817

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

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

4,071,817

Part XI

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 ..........

4,047,555

Program-related investments—total from Part VIII-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 XII, line 4. .......

4,047,555

Form 990-PF (2022)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2021	(c) 2021	(d) 2022
1 Distributable amount for 2022 from Part X, line 7				4,071,817
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......			1,794,382
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2022:
a From 2017......
b From 2018......
c From 2019......
d From 2020......
e From 2021......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2022 from Part
XI, line 4: $ 4,047,555
a Applied to 2021, but not more than line 2a			1,794,382
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 2022 distributable amount.....				2,253,173
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2022.	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 2021. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2022. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2023 ..........				1,818,644
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 2017 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2023. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2018....
b Excess from 2019....
c Excess from 2020....
d Excess from 2021....
e Excess from 2022....

Form 990-PF (2022)

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 2022, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2022	(b) 2021	(c) 2020	(d) 2019	(e) Total

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 right arrow

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 (2022)

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)		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	GENERAL OPERATING SUPPORT & GENERAL OPERATING SUPPORT FOR CHILDCARE NEXT	450,000
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	100,000
CENTER FOR THE STUDY OF SOCIAL POLICY 1575 EYE STREET NW SUITE 500 WASHINGTON,DC20005	N/A	PC	GENERAL OPERATING SUPPORT FOR EC-LINC	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	430,000
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	430,000
SCHWAB CHARITABLE FUND 111 WALL STREET NEW YORK,NY10005	N/A	PC	DANIEL AND CORINNE GOLDMAN CHARITABLE FUND	430,000
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
THIRD SECTOR NEW ENGLAND 89 SOUTH STREET SUITE 700 BOSTON,MA02111	N/A	PC	GENERAL OPERATING SUPPORT FOR RAISING CHILD CARE FUND/EARLY CHILDHOOD FUNDE'S COLLABORATIVE	150,000
TIDES CENTER 1000 N ALAMEDA STREET SUITE 240 LOS ANGELES,CA90012	N/A	PC	GENERAL OPERATING SUPPORT FOR ABRIENDO PUERTAS	100,000
Total ................................. 3a				3,840,000

bApproved for future payment

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

Form 990-PF (2022)

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	(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	13,204
4 Dividends and interest from securities ....	901101	43,273	14	427,780
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 ............	901101	172,804	18	-412,018
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	901101	174,288	14	-174,288
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		390,365		-145,322	0

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

245,043

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

Part XV-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 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 (2022)

Page 13

Part XVI

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 (2022)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2022 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	17,525	0		10,225

- TIN:

TY 2022 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	14,225	14,225
ALLSTATE CORP 4.500% DUE 06-15-43	8,918	8,918
ALTRIA GROUP INC 4.800% DUE 02-14-29	14,349	14,349
AMGEN INC 4.200% DUE 02-22-52	8,044	8,044
ANHEUSER-BUSCH INBEV WLDW INC 6.375% DUE 01-15-40	10,545	10,545
AT&T INC 4.250% DUE 03-01-27	29,127	29,127
BANK NEW YORK MELLON CORP 5.802% DUE 10-25-28	46,398	46,398
BECTON DICKINSON & CO 1.957% DUE 02-11-31	11,892	11,892
BELL TEL CO CDA-BELL 3.650% DUE 03-17-51	7,303	7,303
BERKSHIRE HATHAWAY FIN CORP 3.850% DUE 03-15-52	8,065	8,065
BK OF AMERICA CORP 2.972% DUE 02-04-33	20,103	20,103
BOEING CO 7.250% DUE 06-15-25	25,849	25,849
BP CAP MKTS AMER INC 2.939% DUE 06-04-51	9,888	9,888
BRISTOL-MYERS SQUIBB CO 4.250% DUE 10-26-49	8,702	8,702
BROADCOM INC 4.750% DUE 04-15-29	19,150	19,150
CAPITAL ONE FINL CORP 3.273% DUE <PERPETUAL>	8,561	8,561
CHEVRON CORP NEW 2.978% DUE 05-11-40	3,697	3,697
CHUBB INA HOLDINGS INC 6.700% DUE 05-15-36	16,680	16,680
CITIGROUP INC 6.625% DUE 01-15-28	21,549	21,549
COMCAST CORP NEW 3.400% DUE 04-01-30	22,707	22,707
CONSOLIDATED EDISON CO N Y INC 5.500% DUE 12-01-39	9,670	9,670
CSX CORP 6.150% DUE 05-01-37	5,337	5,337
CVS HEALTH CORP 4.300% DUE 03-25-28	14,468	14,468
DEERE & CO. 8.100% DUE 05-15-30	17,792	17,792
DIAGEO CAP PLC 5.875% DUE 09-30-36	15,745	15,745
DISNEY WALT CO 7.625% DUE 11-30-28	22,594	22,594
DOWDUPONT INC 4.493% DUE 11-15-25	34,435	34,435
ENTERPRISE PRODS OPER LLC 5.100% DUE 02-15-45	4,495	4,495
EOG RES INC 4.950% DUE 04-15-50	9,552	9,552
EQUITABLE COS INC 7.000% DUE 04-01-28	11,732	11,732
ERP OPER LTD PARTNERSHIP 3.000% DUE 07-01-29	17,465	17,465
EXXON MOBIL CORP 3.567% DUE 03-06-45	7,867	7,867
FEDEX CORP 5.100% DUE 01-15-44	8,934	8,934
FIFTH THIRD BANCORP 6.361% DUE 10-27-28	25,741	25,741
FISERV INC 4.400% DUE 07-01-49	4,086	4,086
FLORIDA PWR & LT CO 5.400% DUE 09-01-35	4,933	4,933
GENUINE PARTS CO 2.750% DUE 02-01-32	8,047	8,047
GOLDMAN SACHS GROUP INC 3.850% DUE 01-26-27	23,819	23,819
JP MORGAN CHASE MBS 2013-C13 3.994% DUE 01-18-46	28,961	28,961
JPMORGAN CHASE & CO 3.509% DUE 01-23-29	13,585	13,585
KIMBERLY CLARK CORP 6.625% DUE 08-01-37	5,702	5,702
KROGER CO 3.700% DUE 08-01-27	18,904	18,904
MARKEL CORP 3.350% DUE 09-17-29	4,347	4,347
METLIFE INC 4.050% DUE 03-01-45	8,337	8,337
MONDELEZ INTL INC 1.500% DUE 05-04-25	18,531	18,531
MORGAN STAN CAP I 2016-UBS11 2.782% DUE 08-17-49	22,566	22,566
MORGAN STANLEY 1.794% DUE 02-13-32	7,499	7,499
MORGAN STANLEY 3.750% DUE 02-25-23	19,934	19,934
MORGAN STANLEY 3.772% DUE 01-24-29	13,697	13,697
ORACLE CORP 2.650% DUE 07-15-26	9,200	9,200
ORACLE CORP 3.600% DUE 04-01-50	3,440	3,440
PARKER-HANNIFIN CORP MTNS BE 6.250% DUE 05-15-38	10,352	10,352
PNC FINL SVCS GROUP INC 6.037% DUE 10-28-33	26,140	26,140
POTOMAC ELEC PWR CO 3.600% DUE 03-15-24	49,171	49,171
PROCTER & GAMBLE CO 5.800% DUE 08-15-34	10,839	10,839
PROGRESSIVE CORP OHIO 6.625% DUE 03-01-29	21,845	21,845
PRUDENTIAL FINANCIAL INC 6.625% DUE 12-01-37	10,541	10,541
PUBLIC SVC ELEC & GAS CO 3.650% DUE 09-01-28	23,459	23,459
ROYAL BK CDA 3.700% DUE 10-05-23	24,752	24,752
SPECTRA ENERGY PARTNERS LP 3.375% DUE 10-15-26	32,632	32,632
SYSCO CORP 4.450% DUE 03-15-48	4,109	4,109
SYSCO CORP 5.950% DUE 04-01-30	5,184	5,184
T MOBILE USA INC 4.375% DUE 04-15-40	8,556	8,556
TAMPA ELEC CO 6.150% DUE 05-15-37	15,201	15,201
TOSCO CORP 8.125% DUE 02-15-30	23,305	23,305
TRAVELERS COS INC/THE 6.250% DUE 06-15-37	10,821	10,821
TRUIST FINANCIAL CORP 6.123% DUE 10-28-33	26,265	26,265
UNION PAC CORP 6.625% DUE 02-01-29	21,878	21,878
UNITED TECHNOLOGIES CORP 5.400% DUE 05-01-35	10,002	10,002
US BANCORP 5.850% DUE 10-21-33	15,633	15,633
VALERO ENERGY CORP 6.625% DUE 06-15-37	10,616	10,616
VERIZON COMMUNICATIONS INC 4.400% DUE 11-01-34	13,797	13,797
VIRGINIA ELEC & PWR CO 8.875% DUE 11-15-38	13,063	13,063
WELLS FARGO & CO 3.584% DUE 05-22-28	37,071	37,071
WELLS FARGO COML TR 2015-C29 3.637% DUE 06-17-48	42,757	42,757
WESTLAKE CHEM CORP 3.600% DUE 08-15-26	14,062	14,062
WESTLAKE CHEM CORP 5.000% DUE 08-15-46	4,187	4,187
WILLIAMS COS INC 2.600% DUE 03-15-31	12,152	12,152
WISCONSIN ELEC PWR CO 6.500% DUE 06-01-28	15,886	15,886
WYETH 5.950% DUE 04-01-37	5,417	5,417

- TIN:

TY 2022 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	179,616	179,616
ABBVIE INC	51,554	51,554
ACCENTURE PLC	212,405	212,405
ACUITY BRANDS INC COM	30,472	30,472
ADIDAS AG ADR	105,336	105,336
ADOBE SYS INC COM	52,499	52,499
ADVANCED DRAINAGE SYSTEMSINC	27,788	27,788
ADVANCED MICRO DEVICES	24,224	24,224
AECOM TECHNOLOGY CORP	35,246	35,246
AIR PRODS & CHEMS INC COM	25,277	25,277
AKAMAI TECHNOLOGIES COM	8,683	8,683
ALCOA CORP	8,821	8,821
ALEXANDRA REAL ESTATE EQUITY REIT	13,839	13,839
ALPHABET INC CL A	125,904	125,904
ALPHABET INC CL C	140,193	140,193
AMADEUS IT HOLDING SA	73,099	73,099
AMAZON COM INC COM	233,016	233,016
AMERICAN EXPRESS CO COM	49,940	49,940
AMGEN INC	70,125	70,125
ANALOG DEVICES INC COM	28,705	28,705
AON PLC SHS CL A	309,144	309,144
APPLE INC	628,861	628,861
APPLIED MATLS INC COM	5,064	5,064
APTIV PLC	838	838
ARCHER DANIELS MIDLAND COM	77,158	77,158
ARISTA NETWORKS INC COM	6,917	6,917
ASML HOLDING NV - NY SHS	106,002	106,002
AT&T INC	10,770	10,770
AUTODESK INC COM	11,025	11,025
AXOVANT SCIENCES LTD COM	12,279	12,279
BANK AMER CORP	130,029	130,029
BEST BUY INC COM	21,015	21,015
BIOGEN IDEC INC COM	4,708	4,708
BOOKING HLDGS INC COM	306,323	306,323
BRANDYWINE RLTY TR SH BEN INT NEW	49,772	49,772
BRISTOL MYERS SQUIBB COM	30,939	30,939
BUNGE LIMITED COM	25,441	25,441
BUNZL PLC	79,443	79,443
CHARGEPOINT HOLDINGS INCCOM CL A	3,593	3,593
CHEVRON TEXACO CORP	160,644	160,644
CIGNA CORP	59,641	59,641
CITIGROUP INC	53,507	53,507
CLOROX CO DEL COM	17,120	17,120
COCA COLA CO	182,752	182,752
COGNIZANT TECH SOLUTNS CL A	22,018	22,018
COLGATE PALMOLIVE CO COM	82,887	82,887
COMCAST CORP NEW CL A	20,772	20,772
CONOCOPHILLIPS COM	134,402	134,402
COPART INC COM	279,972	279,972
CORTEVA INC.	9,993	9,993
COSTAR GROUP INC COM	166,538	166,538
COSTCO WHSL CORP NEW COM	24,651	24,651
CREDIT ACCEPTANCE CORP	28,938	28,938
CSL LTD SPONSORED ADR	82,031	82,031
CSX CORP COM	42,567	42,567
CVS HEALTH CORP	20,222	20,222
D R HORTON INC COM	83,613	83,613
DANAHER CORP DEL COM	44,325	44,325
DARLING INTL INC COM	39,244	39,244
DASSAULT SYS S A SPONSORED ADR	25,061	25,061
DEERE & CO COM	28,727	28,727
DELL TECHNOLOGIES INC	8,446	8,446
DEVON ENERGY CORP NEW COM	20,606	20,606
DIGITAL RLTY TR INC COM	101,072	101,072
DOUGLAS EMMETT INC COM	27,534	27,534
DUKE ENERGY CORP COM	85,585	85,585
DXC TECHNOLOGY CO	9,169	9,169
EASTMAN CHEM CO COM	15,148	15,148
ECOLAB INC COM	95,196	95,196
EDISON INTL COM	32,828	32,828
ELEVANCE HEALTH INC	68,738	68,738
ELI LILLY & CO	99,143	99,143
ENPHASE ENERGY, INC.	34,710	34,710
EQUINIX INC COM	26,856	26,856
EVOLUTION GAMING GROUP AB ADR	173,782	173,782
EXPERIAN PLC	90,410	90,410
F M C CORP COM NEW	25,459	25,459
FASTENAL CO COM	183,791	183,791
FIRST REP BANK COM	272,180	272,180
FIRST SOLAR INC COM	27,711	27,711
FORD MTR CO DEL COM	1,651	1,651
FREEPORT-MCMORAN COPPER & GOLD CL B	16,986	16,986
GALLAGHER ARTHUR J & CO COM	28,658	28,658
GAP INC	10,411	10,411
GEN DIGITAL INC.	6,472	6,472
GENERAL MOTORS COM	19,175	19,175
GENUINE PARTS CO COM	23,250	23,250
GILEAD SCIENCES INC COM	47,475	47,475
GLOBANT SA	48,262	48,262
GOLDMAN SACHS GROUP INC	20,259	20,259
GRACO INC COM	59,929	59,929
GRAINGER W W INC COM	12,794	12,794
HDFC BANK LTD	58,354	58,354
HEICO CORP NEW CL A	279,011	279,011
HESS CORP COM	12,338	12,338
HEWLETT PACKARD ENTERPRISE CO	15,226	15,226
HEXCEL CORP NEW COM	5,002	5,002
HIGHWOODS PROPERTIES INC	11,444	11,444
HILTON WORLDWIDE HOLDINGS INC	83,271	83,271
HOME DEPOT INC	60,329	60,329
HOWMET AEROSPACE INC COM	12,454	12,454
HP INC	5,320	5,320
ICON PLC	262,432	262,432
IDEXX LABS INC COM	21,214	21,214
ILLUMINA INC COM	11,728	11,728
INGEVITY CORP COM	1,479	1,479
INGREDION INC	14,494	14,494
INTEL CORP	93,641	93,641
INTERPUBLIC GROUP COS COM	6,895	6,895
INTUIT COM	5,060	5,060
INTUITIVE SURGICAL INC COM	5,307	5,307
JOHNSON & JOHNSON	312,317	312,317
JONES LANG LASALLE INC COM	11,315	11,315
JP MORGAN CHASE & CO	128,736	128,736
JUNIPER NETWORKS INC COM	43,370	43,370
KB HOME COM	30,098	30,098
KERING S A UNSPONSORED ADR	69,100	69,100
KEYSIGHT TECHNOLOGIES INC	5,132	5,132
KILROY RLTY CORP COM	30,279	30,279
KIMBERLY CLARK CORP COM	56,608	56,608
KINDER MORGAN INC	14,572	14,572
LANDSTAR SYSTEMS INC	211,444	211,444
LINDE PLC COM	59,039	59,039
LOWES COMPANIES INC	5,180	5,180
LVMH MOET HENNESSY LOUIS VUITTON SA	106,335	106,335
MARATHON OIL CORP	5,685	5,685
MARATHON PETROLEUM CORP	56,682	56,682
MARRIOTT INTL INC NEW CL A	5,360	5,360
MASTERCARD INC CL A	101,885	101,885
MCDONALDS CORP COM	21,609	21,609
MCKESSON CORP COM	30,010	30,010
MEDTRONIC PLC	142,616	142,616
MERCADOLIBRE INC	66,007	66,007
MERCK & CO., INC.	118,827	118,827
META PLATFORMS INC	66,187	66,187
METLIFE INC COM	26,487	26,487
MICRON TECHNOLOGY INC	8,397	8,397
MICROSOFT CORP	685,166	685,166
MODERNA, INC.	12,394	12,394
MOODYS CORP COM	279,177	279,177
MOSAIC CO COM	3,904	3,904
MSCI INC.	76,753	76,753
NASDAQ STOCK MARKET COM	20,061	20,061
NETAPP INC	16,216	16,216
NETFLIX COM INC COM	19,462	19,462
NEWMONT GOLDCORP CORP	28,603	28,603
NEXTERA ENERGY INC	98,063	98,063
NIKE INC CL B	18,722	18,722
NORFOLK SOUTHERN CORP COM	19,714	19,714
NVIDIA CORP COM	134,010	134,010
NVR INC COM	281,367	281,367
OCCIDENTAL PETE CP DEL COM	15,685	15,685
OLD DOMINION FREIGHT LINE	339,968	339,968
OMNICOM GROUP INC COM	67,295	67,295
ORACLE CORP	43,813	43,813
ORGANON ORD SHS	28	28
ORMAT TECHNOLOGIES INC COM	54,655	54,655
OWENS CORNING NEW COM	48,536	48,536
PACCAR INC COM	6,928	6,928
PARAMOUNT GROUP INC	23,481	23,481
PAYPAL HOLDINGS INC	13,033	13,033
PEPSICO INC	147,961	147,961
PFIZER INC	83,060	83,060
PG&E CORP COM	12,602	12,602
PHILLIPS 66	13,114	13,114
PNC FINL SVCS GROUP COM	31,272	31,272
PRIMERICA INC	231,876	231,876
PROCTER & GAMBLE CO	32,282	32,282
PROGRESSIVE CORP OHIO COM	8,301	8,301
PROLOGIS INC	14,317	14,317
PRUDENTIAL FINL INC COM	142,526	142,526
PVH CORP	19,977	19,977
QUALCOMM INC	38,039	38,039
RAYMOND JAMES FINANCIAL INC	4,808	4,808
REGENERON PHARMA INC COM	30,303	30,303
S&P GLOBAL INC.	68,998	68,998
SALESFORCE COM INC COM	69,610	69,610
SAP AKTIENGESELLSCHAFT (SPON ADR)	156,746	156,746
SCHLUMBERGER LTD COM	21,758	21,758
SCHWAB CHARLES CP NEW COM	6,411	6,411
SEAGATE TECHNOLOGY HOLDINGS ORD SHS	6,208	6,208
SEAGEN INCORPORATED	3,470	3,470
SERVICENOW INC	15,531	15,531
SHERWIN WILLIAMS CO COM	50,314	50,314
SHOPIFY INC.	62,131	62,131
SIEMENS HEALTHINEERS AG	178,499	178,499
SOLAREDGE TECHNOLOGIES INC	24,361	24,361
SOUTHWEST AIRLS CO COM	11,347	11,347
STARBUCKS CORP COM	108,227	108,227
STATE STR CORP COM	60,272	60,272
SUNPOWER CORP COM CL A	12,296	12,296
SUNRUN INC COM	15,997	15,997
SYLVAMO CORP COMMON STOCK	49	49
TAPESTRY INC COM	30,654	30,654
TARGET CORP	34,279	34,279
TE CONNECTIVITY LTD	20,434	20,434
TEMENOS AG SPONSORED ADR	53,927	53,927
TESLA MOTORS INC	116,898	116,898
THE HERSHEY COMPANY	75,492	75,492
THE SAGE GROUP PLC	197,727	197,727
THERMO FISHER SCIENTIFIC INC	45,707	45,707
TJX COS INC NEW COM	41,631	41,631
TOPBUILD CORP	19,718	19,718
TRAVELERS COS INC	39,373	39,373
TYSON FOODS INC CL A	7,346	7,346
UNILEVER PLC SPON ADR NEW	116,762	116,762
UNION PAC CORP COM	61,914	61,914
UNITED HEALTH GROUP INC COM	139,437	139,437
UNITED PARCEL SERVICE INC CL B	18,775	18,775
UNIVERSAL DISPLAY CORP	26,254	26,254
US BANCORP - NEW	21,020	21,020
VEEVA SYSTEMS INC	131,525	131,525
VERISIGN INC COM	39,650	39,650
VERISK ANALYTICS INC CL A	88,386	88,386
VERIZON COMMUNICATIONS COM	44,364	44,364
VERTEX PHARMACEUTICALS COM	35,231	35,231
VIATRIS INC COM	22	22
VISA INC COM CL A	124,240	124,240
VMWARE INC-CLASS A	36,705	36,705
VORNADO RLTY TR SH BEN INT	29,259	29,259
WALMART INC.	102,656	102,656
WALT DISNEY CO	44,135	44,135
WARNER BROS DISCOVERY INC COM SER A	19	19
WASTE MGMT INC DEL COM	75,459	75,459
WELLS FARGO & CO NEW	42,198	42,198
XYLEM INC COM	153,139	153,139

- TIN:

TY 2022 InvestmentsGovtObligationsSch

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

US Government Securities - End of Year Book Value:

1,042,972

US Government Securities - End of Year Fair Market Value:

1,042,972

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

12,058

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

12,058

- TIN:

TY 2022 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	1,484,589	1,484,589
ANGELENO INVESTORS IV, LP	FMV	60,430	60,430
BBR ABSOLUTE RETURN LONG DURATION II LP	FMV	630,655	630,655
BBR ABSOLUTE RETURN LONG DURATION III, LP	FMV	648,881	648,881
BBR ABSOLUTE RETURN LONG DURATION IV, LP	FMV	139,976	139,976
BBR ABSOLUTE RETURN LONG DURATION LP	FMV	611,428	611,428
BBR ABSOLUTE RETURN LTD	FMV	4,796,950	4,796,950
BBR EQUITY LONG/SHORT LTD	FMV	18,305,718	18,305,718
BBR EQUITY LONG/SHORT LTD. -CLASS C	FMV	430,006	430,006
BBR FIXED INCOME OPPORTUNITIES FUND, LP	FMV	1,904,411	1,904,411
BBR PRIVATE INVESTMENT FUND - SERIES H	FMV	3,442,189	3,442,189
BBR PRIVATE INVESTMENT FUND - SERIES I	FMV	3,226,335	3,226,335
BBR PRIVATE INVESTMENT FUND - SERIES J	FMV	3,845,013	3,845,013
BBR PRIVATE INVESTMENT FUND - SERIES K	FMV	695,670	695,670
BBR PRIVATE INVESTMENT FUND SERIES L	FMV	178,655	178,655
BBR REAL ASSETS FUND III LP	FMV	1,698,743	1,698,743
BBR REAL ASSETS FUND IV LP	FMV	2,110,871	2,110,871
BBR REAL ASSETS FUND V LP	FMV	2,153,107	2,153,107
BBR REAL ASSETS FUND VI	FMV	596,842	596,842
BBR REAL ASSETS FUND VII	FMV	299,648	299,648
BLACKROCK STRATEGIC INCOME OPPS INSTL	FMV	126,869	126,869
COGNITIVE TOYBOX	FMV	75,000	75,000
COMMUNITY HEALTH CENTER CAPITAL FUND	FMV	248,891	248,891
CPCA VENTURES	FMV	87,684	87,684
ECHO STREET GOODCO SELECT II, LP	FMV	2,984,872	2,984,872
FINANCE FUND CAPITAL CORPORATION	FMV	244,375	244,375
GUARDIANS COLLECTIVE	FMV	75,000	75,000
IFF INVESTMENTS	FMV	500,000	500,000
ISHARES TR MBS FIXED BDFD	FMV	204,050	204,050
KAPOR CAPITAL III, L.P.LL	FMV	158,079	158,079
MDF FREEDOM 100	FMV	98,462	98,462
REACH II, LP	FMV	996,950	996,950
REACH III, LP	FMV	241,656	241,656
RETHINK EDUCATION III LP	FMV	238,597	238,597
RH CAPITAL FUND II	FMV	134,789	134,789
SUSTAIN VC IMPACT FUND II	FMV	252,337	252,337
SUSTAINABLE EQUITIES LP	FMV	2,701,401	2,701,401

- TIN:

TY 2022 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	600,000
ACCRUED INTEREST AND DIVIDENDS	46,408	26,235	26,235

- TIN:

TY 2022 OtherDecreasesSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Description	Amount
UNREALIZED LOSS ON INVESTMENTS	10,371,491

- TIN:

TY 2022 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	0	0	780
OTHER PARTNERSHIP EXPENSES FROM K-1 ACTIVITIES	0	162,599	0
POSTAGE	0	0	34
WEBSITE	0	0	800
ADR FEES	1,866	1,866	0
MISCELLANEOUS	35	0	133
LICENSE AND STATE FILING FEES	903	0	1,031
INSURANCE	2,250	0	2,250
SOFTWARE LICENSES	2,751	0	2,751

- TIN:

TY 2022 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		76,744

- TIN:

TY 2022 OtherProfessionalFeesSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES	324,064	324,064	0
ADMINISTRATIVE AND GRANT MANAGEMENT FEES - ARABELLA ADVISORS, LLC	211,396	0	189,551
OTHER INVESTMENT MANAGEMENT FEES	81,895	81,895	0
PARTNERSHIP MANAGEMENT FEES FROM K-1 ACTIVITIES	0	264,190	0

- TIN:

TY 2022 TaxesSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Category	Amount	Net Investment Income
EXCISE TAX	70,000	0
FOREIGN TAXES	4,077	11,210
STATE UBI TAXES	105	0