Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
GOLDENBERG MAX TW M G FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 95672
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606945672
A Employer identification number

36-2471625
B Telephone number (see instructions)

(312) 461-5154
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,780,001J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 164,750 164,750  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 210,082
b Gross sales price for all assets on line 6a 1,577,661
7 Capital gain net income (from Part IV, line 2)... 210,082
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 374,832 374,832  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,848 41,424   41,424
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest............... 66 66   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,133 1,415   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,062 42,905 0 41,439
25 Contributions, gifts, grants paid....... 388,000 388,000
26 Total expenses and disbursements. Add lines 24 and 25 474,062 42,905 0 429,439
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -99,230
b Net investment income (if negative, enter -0-) 331,927
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 184,679 45,041 45,041
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 181,436 Click to see attachment
List of Attached Documents:
// Content
155,406 		140,611
b Investments—corporate stock (attach schedule)....... 2,676,958 Click to see attachment
List of Attached Documents:
// Content
2,849,866 		5,164,243
c Investments—corporate bonds (attach schedule)....... 582,630 Click to see attachment
List of Attached Documents:
// Content
571,617 		536,297
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,594,505 		Click to see attachment
List of Attached Documents:
// Content
2,507,976 		Click to see attachment
List of Attached Documents:
// Content
2,893,809
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,220,208 6,129,906 8,780,001
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,220,208 6,129,906
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)..... 6,220,208 6,129,906
30 Total liabilities and net assets/fund balances (see instructions). 6,220,208 6,129,906
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
6,220,208
2
Enter amount from Part I, line 27a .....................
2
-99,230
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10,000
4
Add lines 1, 2, and 3 ..........................
4
6,130,978
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,072
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,129,906
Form 990-PF (2023)
Form 990-PF (2023)
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 410. BAXTER INTERNATIONAL INC   2022-06-08 2023-02-02
b 15. THERMO ELECTRON CORPORATION COMMON STOCK   2020-04-30 2023-02-02
c 1285. COMCAST CORP-CLASS A   2020-04-30 2023-03-02
d 240. ILLINOIS TOOL WORKS INC COMMON STOCK   2021-10-05 2023-03-02
e 965. PFIZER INC COMMON STOCK   2020-04-30 2023-03-02
390. AMAZON COM INC COMMON STOCK   2016-09-22 2023-04-04
80000. PHILIP MORRIS INTL INC 2.125% 10 MAY 2023   2020-06-04 2023-05-10
800. ANHEUSER-BUSCH INBEV-SPN ADR   2022-06-08 2023-06-05
50. BLACKROCK INC   2021-02-03 2023-06-05
165. DUPONT DE NEMOURS INC   2022-03-02 2023-06-05
255. SIMON PPTY GROUP INC NEW COMMON STOCK   2021-02-03 2023-06-05
300. CHECK POINT SOFTWARE TECH   2022-04-07 2023-06-05
90. BANK AMERICA CORP COMMON STOCK   2019-03-21 2023-07-05
210. CROWDSTRIKE HOLDINGS INC - A   2023-06-05 2023-07-05
370. ENTERGY CORPORATION NEW COMMON STOCK   2022-06-08 2023-07-05
220. GOLDMAN SACHS GROUP INC COMMON STOCK   2020-04-30 2023-07-05
35. UNITEDHEALTH GROUP INC COMMON STOCK   2020-04-30 2023-07-05
285. VISA INC-CLASS A SHARES   2020-04-30 2023-07-05
180. JOHNSON & JOHNSON COMMON STOCK   2022-04-07 2023-09-05
115. SALESFORCE INC   2018-09-20 2023-09-05
1065. TAPESTRY INC   2023-03-02 2023-09-05
190. WASTE MANAGEMENT INC DEL COMMON STOCK   2020-04-30 2023-09-05
680. BANK AMERICA CORP COMMON STOCK   2019-03-21 2023-10-26
90. UNITEDHEALTH GROUP INC COMMON STOCK   2020-04-30 2023-10-26
25000. DURHAM CAP 28 JAN 2020 1.898% 01 DEC 2023   2020-10-28 2023-12-01
15. BLACKROCK INC   2021-02-03 2023-12-06
260. CHEVRON TEXACO INC COMMON STOCK   2020-09-03 2023-12-06
660. CISCO SYSTEMS INC COMMON STOCK   2022-06-08 2023-12-06
140. DEERE & CO   2023-02-02 2023-12-06
476. DUPONT DE NEMOURS INC   2022-03-02 2023-12-06
1830. ENBRIDGE INC   2021-06-10 2023-12-06
310. J P MORGAN CHASE & COCOMMON STOCK   2023-04-04 2023-12-06
215. J P MORGAN CHASE & COCOMMON STOCK   2021-06-10 2023-12-06
945. MORGAN STANLEY GROUP INC DEAN   2020-04-30 2023-12-06
95. NETFLIX.COM INC COM   2020-04-30 2023-12-06
290. PALO ALTO NETWORKS INC   2023-07-05 2023-12-06
1530. PFIZER INC COMMON STOCK   2020-04-30 2023-12-06
25. THERMO ELECTRON CORPORATION COMMON STOCK   2020-04-30 2023-12-06
49. AT&T INC   2022-06-08 2023-12-08
8. ABBOTT LABORATORIES   2023-06-05 2023-12-08
377.983 CHAMPLAIN MID CAP FUND-INST   2022-12-15 2023-12-08
1629.288 CHAMPLAIN MID CAP FUND-INST   2018-12-20 2023-12-08
9. ADVANCED MICRO DEVICES   2023-12-06 2023-12-08
14. ALPHABET INC-CL C   2016-03-17 2023-12-08
12. ALPHABET INC-CL A   2023-12-06 2023-12-08
16. AMAZON COM INC COMMON STOCK   2016-09-22 2023-12-08
33. APPLE COMPUTER INC COMMON STOCK   2020-02-25 2023-12-08
1364.045 ARTISAN DEVELOPING WORLD-INS   2021-12-30 2023-12-08
46. BANK AMERICA CORP COMMON STOCK   2019-03-21 2023-12-08
4. BERKSHIRE HATHAWAY INC-CL B   2020-04-30 2023-12-08
1. BLACKROCK INC   2020-04-30 2023-12-08
9. BLACKSTONE INC   2023-10-26 2023-12-08
6. CHEVRON TEXACO INC COMMON STOCK   2020-09-03 2023-12-08
17. CITIGROUP INC   2023-12-06 2023-12-08
2. CONSTELLATION BRANDS INC-A   2023-06-05 2023-12-08
4. COSTCO WHSL CORP NEW COMMON STOCK   2020-04-30 2023-12-08
20. DELTA AIR LINES INC   2021-10-05 2023-12-08
12. WALT DISNEY CO.   2020-04-30 2023-12-08
8. EXXON MOBIL CORP COMMON STOCK   2023-12-06 2023-12-08
14. FREEPORT-MCMORAN COPPER CO INC   2021-02-03 2023-12-08
10. GILEAD SCIENCES INC COMMON STOCK   2023-12-06 2023-12-08
2. GOLDMAN SACHS GROUP INC COMMON STOCK   2023-12-06 2023-12-08
1. HOME DEPOT INC COMMON STOCK   2020-04-30 2023-12-08
5. JOHNSON & JOHNSON COMMON STOCK   2020-01-23 2023-12-08
2. LILLY ELI & COMPANY COMMON STOCK   2023-09-05 2023-12-08
3. LOCKHEED MARTIN CORP   2022-04-07 2023-12-08
2. LULULEMON ATHLETICA INC   2023-12-06 2023-12-08
5. MARRIOTT INTERNATIONAL INC NEW COMMON STOCK CLASS A   2023-09-05 2023-12-08
14. MICROSOFT CORP   2019-12-19 2023-12-08
7. MORGAN STANLEY GROUP INC DEAN   2020-04-30 2023-12-08
2. NETFLIX.COM INC COM   2020-04-30 2023-12-08
13. NEXTERA ENERGY INC   2023-12-06 2023-12-08
31. NISOURCE INC   2023-12-06 2023-12-08
5. NVIDIA CORP COMMON STOCK   2023-07-05 2023-12-08
17. ORACLE CORPORATION COMMON STOCK   2023-07-05 2023-12-08
3. PALO ALTO NETWORKS INC   2023-07-05 2023-12-08
2. PARKER-HANNIFIN CORPORATION COMMON STOCK   2023-09-05 2023-12-08
4. PROLOGIS INC COM REIT   2022-01-06 2023-12-08
8. QUALCOMM, INC.   2023-12-06 2023-12-08
1. REGENERON PHARMACEUTICALS   2022-06-08 2023-12-08
31. REGIONS FINANCIAL CORP   2023-12-06 2023-12-08
3. SALESFORCE INC   2023-12-06 2023-12-08
13. SHOPIFY INC - CLASS A   2023-06-05 2023-12-08
4. SIMON PPTY GROUP INC NEW COMMON STOCK   2021-02-03 2023-12-08
14. TJX COMPANIES INC NEW COMMON STOCK   2023-10-26 2023-12-08
2. THERMO ELECTRON CORPORATION COMMON STOCK   2020-04-30 2023-12-08
14. UBER TECHNOLOGIES INC   2023-12-06 2023-12-08
2. UNION PACIFIC CORPORATION   2019-10-20 2023-12-08
3. UNITEDHEALTH GROUP INC COMMON STOCK   2020-04-30 2023-12-08
4. VISA INC-CLASS A SHARES   2017-10-23 2023-12-08
6. WAL-MART STORES INC   2016-10-20 2023-12-08
3. WASTE MANAGEMENT INC DEL COMMON STOCK   2020-04-30 2023-12-08
CAPITAL GAIN DIVIDENDS P    
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(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 19,024   29,890 -10,866
b 8,874   5,026 3,848
c 46,845   20,322 26,523
d 55,919   50,750 5,169
e 38,846   34,936 3,910
40,277   15,658 24,619
80,000   83,170 -3,170
43,549   44,214 -665
33,848   36,203 -2,355
11,922   12,577 -655
27,407   23,737 3,670
37,262   42,954 -5,692
2,616   2,538 78
30,703   32,330 -1,627
36,263   43,222 -6,959
70,421   40,447 29,974
16,626   10,149 6,477
67,763   40,414 27,349
28,989   30,044 -1,055
25,162   16,984 8,178
35,084   37,772 -2,688
29,816   18,994 10,822
17,674   19,179 -1,505
47,574   26,097 21,477
25,000   26,030 -1,030
11,170   9,750 1,420
37,352   21,591 15,761
31,594   29,730 1,864
51,412   60,610 -9,198
33,877   36,283 -2,406
64,027   72,857 -8,830
48,720   39,605 9,115
33,790   34,713 -923
75,637   37,425 38,212
42,678   39,590 3,088
83,931   74,076 9,855
44,354   53,531 -9,177
12,378   8,377 4,001
825   1,032 -207
837   830 7
8,535   7,953 582
36,789   27,127 9,662
1,150   1,058 92
1,910   516 1,394
1,618   1,565 53
2,355   642 1,713
6,440   2,404 4,036
22,179   28,841 -6,662
1,423   1,297 126
1,408   755 653
744   502 242
1,020   831 189
863   498 365
830   825 5
469   490 -21
2,443   1,217 1,226
809   891 -82
1,112   1,297 -185
791   795 -4
535   409 126
785   795 -10
698   689 9
326   220 106
770   739 31
1,180   1,117 63
1,343   1,377 -34
984   923 61
1,044   1,004 40
5,214   2,170 3,044
574   275 299
907   833 74
770   780 -10
810   816 -6
2,371   2,143 228
1,915   1,977 -62
893   766 127
876   824 52
474   627 -153
1,066   1,042 24
844   610 234
539   539  
753   753  
941   785 156
525   372 153
1,244   1,243 1
979   670 309
865   833 32
460   369 91
1,639   870 769
1,018   430 588
905   412 493
514   300 214
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
      2,993
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       -10,866
b       3,848
c       26,523
d       5,169
e       3,910
      24,619
      -3,170
      -665
      -2,355
      -655
      3,670
      -5,692
      78
      -1,627
      -6,959
      29,974
      6,477
      27,349
      -1,055
      8,178
      -2,688
      10,822
      -1,505
      21,477
      -1,030
      1,420
      15,761
      1,864
      -9,198
      -2,406
      -8,830
      9,115
      -923
      38,212
      3,088
      9,855
      -9,177
      4,001
      -207
      7
      582
      9,662
      92
      1,394
      53
      1,713
      4,036
      -6,662
      126
      653
      242
      189
      365
      5
      -21
      1,226
      -82
      -185
      -4
      126
      -10
      9
      106
      31
      63
      -34
      61
      40
      3,044
      299
      74
      -10
      -6
      228
      -62
      127
      52
      -153
      24
      234
       
       
      156
      153
      1
      309
      32
      91
      769
      588
      493
      214
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 210,082
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 4,614
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 4,614
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 4,614
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,520
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,094
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowIL
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 2023 or the taxable year beginning in 2023? 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
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBMO BANK NA, C/O MICHELLE WILLMS Telephone no.right arrow (262) 693-4101

Located atright arrowPO BOX 95672CHICAGOIL ZIP+4right arrow606945672
15
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
15
 
16 At any time during calendar year 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
BMO BANK N A TRUSTEE
2 		82,848    
PO Box 95672
CHICAGO,IL606945672
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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 (2023)
Form 990-PF (2023)
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
8,169,087
b
Average of monthly cash balances.......................
1b
208,334
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,377,421
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
8,377,421
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
125,661
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,251,760
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
412,588
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
412,588
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,614
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,614
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
407,974
4
Recoveries of amounts treated as qualifying distributions................
4
10,000
5
Add lines 3 and 4............................
5
417,974
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
417,974
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
429,439
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
429,439
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 417,974
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 376,809
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 429,439
a Applied to 2022, but not more than line 2a 376,809
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 2023 distributable amount..... 52,630
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		365,344
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MAX GOLDENBERG FOUNDATION CO BMO B
320 S Canal St Fl 12
CHICAGO,IL60606
(312) 461-5154
bThe form in which applications should be submitted and information and materials they should include:
THE MAX GOLDENBERG FOUNDATION DISTRIBUTES FOR CHARITABLE, EDUCATIONAL, RELIGIOUS AND SCIENTIFIC PURPOSES. PROPOSALS MAY BE SUBMITTED AT ANYTIME IN WRITING TO THE MAX GOLDENBERG ADMINISTRATOR.
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
Form 990-PF (2023)
Form 990-PF (2023)
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

NORTHWESTERN UNIVERSITY
FEINBERG SCHOOL OF MEDICINE
420 EAST SUPERIOR STREET
CHICAGO,IL60611 		NONE PC PROGRAM SUPPORT 20,000

AMERICAN CANCER SOCIETY
ATTN KRISTIN MILNE
PO BOX 10393
CHICAGO,IL60610 		NONE PC PROGRAM SUPPORT 20,000

NORTH PARK UNIVERSITY

3225 W FOSTER AVE
CHICAGO,IL60625 		NONE PC PROGRAM SUPPORT 5,000

MUSEUM OF SCIENCE AND INDUSTRY
ATTN SYDNEY PACHA
5700 SOUTH LAKE SHORE DRIVE
CHICAGO,IL60637 		NONE PC PROGRAM SUPPORT 5,000

THE CHICAGO LIGHTHOUSE
FOR THE BLIND
1850 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		NONE PC PROGRAM SUPPORT 8,000

JEWISH FEDERATION OF METRO CHICAGO
METROPOLITAN CHICAGO
30 S WELLS ST
CHICAGO,IL60606 		NONE PC PROGRAM SUPPORT 10,000

ROOSEVELT UNIVERSITY

430 S MICHIGAN AVE
CHICAGO,IL60605 		NONE PC PROGRAM SUPPORT 20,000

UNIVERSITY OF THE CUMBERLANDS
ATTN LARRY L COCKRUM
6191 COLLEGE STATION DR
WILLIAMSBURG,KY40769 		NONE PC PROGRAM SUPPORT 10,000

THE ARK FOOD PANTRY

6450 N CALIFORNIA AVE
CHICAGO,IL60645 		NONE PC PROGRAM SUPPORT 10,000

AMERICAN DIABETES ASSOCIATION
ATTN ADA IL
PO BOX 7023
MERRIFIELD,VA22116 		NONE PC PROGRAM SUPPORT 15,000

METROPOLITAN FAMILY SERVICES
ATTN SHARON CALDWELL
ONE NORTH DEARBORN 10TH FL
CHICAGO,IL606024322 		NONE PC PROGRAM SUPPORT 20,000

NATIONAL JEWISH HEALTH
ATTN SHERRY WOLF
155 NORTH PFINGSTEN ROAD
DEERFIELD,IL60015 		NONE PC PROGRAM SUPPORT 20,000

ILLINOIS HOLOCAUST MUSEUM & EDUCATION
CENTER
9603 WOODS DR
SKOKIE,IL60077 		NONE PC PROGRAM SUPPORT 5,000

CANCER RESEARCH INSTITUTE
ATTN MARLA LAWSON
29 BROADWAY FL 4
NEW YORK,NY10006 		NONE PC PROGRAM SUPPORT 2,500

DISABLED PATRIOT FUND
ATTN LAURA HARRIS
17016 PEMBROKE AVENUE
TINLEY PARK,IL60477 		NONE PC PROGRAM SUPPORT 2,000

AMERICAN BRAIN TUMOR ASSOCIATION

8550 W BRYN MAWR AVE
CHICAGO,IL60631 		NONE PC PROGRAM SUPPORT 10,000

CHRISTOPHER HOUSE
ATTN LIBBY SHORTENHAUS
1611 W DIVISION STREET
CHICAGO,IL60622 		NONE PC PROGRAM SUPPORT 2,000

THE NIGHT MINISTRY
ATTN MAGGIE SHIFLETT
1735 N ASHLAND AVENUE
CHICAGO,IL60622 		NONE PC PROGRAM SUPPORT 1,000

SECOND SENSE
ATTN STEVEN ZELNER
65 E WACKER PLACE
CHICAGO,IL60601 		NONE PC PROGRAM SUPPORT 5,000

OLD IRVING PARK COMMUNITY CLINIC

5425 W ADDISON ST
CHICAGO,IL60641 		NONE PC PROGRAM SUPPORT 3,000

ALICE LLOYD COLLEGE
ATTN JIM STEPP
100 PURPOSE ROAD
PIPPA PASSES,KY41844 		NONE PC PROGRAM SUPPORT 5,000

CJE SENIOR LIFE
(COUNCIL FOR JEWISH ELDERLY)
3003 W TOUHY AVE
CHICAGO,IL60645 		NONE PC PROGRAM SUPPORT 10,000

UNIVERSITY OF SOUTH FLORIDA FOUNDATION

3802 SPECTRUM BOULEVARD NO 100
TAMPA,FL33612 		NONE PC PROGRAM SUPPORT 5,000

LEVI HOSPITAL
ATTN JACKIE ARRISON
300 PROSPECT AVENUE
HOT SPRINGS,AR71901 		NONE PC PROGRAM SUPPORT 8,000

ANN & ROBERT LURIE CHILDRENS HOSPITAL
ATTN ALEX VARLET
225 E CHICAGO AVE
CHICAGO,IL60611 		NONE PC PROGRAM SUPPORT 25,000

KOHL CHILDREN'S MUSEUM
ATTN MIKE DELFINI
2100 PATRIOT BLVD
Glenview,IL60026 		NONE PC PROGRAM SUPPORT 5,000

LOYOLA UNIVERSITY OF CHICAGO
ATTN DENISE DUVERNAY
820 N MICHIGAN AVENUE
CHICAGO,IL60611 		NONE PC PROGRAM SUPPORT 20,000

CHICAGO AUTISM NETWORK
ATTN KIMI MATSUMURA
PO BOX 804914
CHICAGO,IL60680 		NONE PC PROGRAM SUPPORT 5,000

BROTHER RICE HIGH SCHOOL
ATTN MICHAEL ZUNICA
10001 S PULASKI ROAD
CHICAGO,IL60655 		NONE PC PROGRAM SUPPORT 5,000

MORNINGSTAR MISSION MINISTRIES INC
ATTN SANDRA L PERZEE
350 E WASHINGTON STREET
Joliet,IL60433 		NONE PC PROGRAM SUPPORT 3,000

JOSEPHINUM ACADEMY OF THE SACRED HEART
ATTN RICHARD MCMENAMIN
1501 N OAKLEY BLVD
Chicago,IL60622 		NONE PC PROGRAM SUPPORT 20,000

SAN MIGUEL SCHOOL OF CHICAGO
ATTN JEFF SMART
1954 W 48TH ST
CHICAGO,IL60609 		NONE PC PROGRAM SUPPORT 7,000

NORTHSIDE HOUSING AND SUPPORTIVE SERVICE
ATTN LAURA MICHALSKI
4410 N RAVENSWOOD
CHICAGO,IL60640 		NONE PC PROGRAM SUPPORT 9,000

LEUKEMIA RESEARCH FOUNDATION
ATTN CINDY KANE
191 WAUKEGAN ROAD
NORTHFIELD,IL60093 		NONE PC PROGRAM SUPPORT 10,500

JEWISH CHILD AND FAMILY SERVICES (JCFS
DUMAN OPPORTUNITY CENTER ATTN NICOLE DRU
3145 W PRATT BLVD
CHICAGO,IL60645 		NONE PC PROGRAM SUPPORT 10,000

SPECIAL LEISURE SERVICES FOUNDTION

ATTN ANNE KIWALA
ROLLING MEADOWS,IL60068 		NONE PC PROGRAM SUPPORT 5,000

HAVEN YOUTH & FAMILY SVCS HEROIN EPIDE

ATTN CHARLEY SMITH
WILLMETTE,IL60091 		NONE PC PROGRAM SUPPORT 5,000

St Xavier University
Attn Nathan Peck
3700 W 103RD STREET
Chicago,IL60655 		NONE PC PROGRAM SUPPORT 15,000

Esperanza Community Services
Attn Jayne M Drew
520 N MARSHFIELD AVE
Chicago,IL60622 		NONE PC PROGRAM SUPPORT 5,000

St Rita of Cascia High School
Attn Deacon John Donahue
7740 S WESTERN AVENUE
Chicago,IL60605 		NONE PC PROGRAM SUPPORT 2,000

ANTI-DEFAMATION LEAGUE
ATTN JENNIFER BRESSLER
120 S LASALLE ST SUITE 1550
CHICAGO,IL60603 		NONE PC PROGRAM SUPPORT 15,000
Total .................................right arrow 3a 388,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 164,750  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 210,082  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   374,832  
13Total. Add line 12, columns (b), (d), and (e)..................
13
374,832
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
GOLDENBERG MAX TW M G FOUNDATION
EIN:
36-2471625
Name of Bond End of Year Book Value End of Year Fair Market Value
010392FC7 ALABAMA POWER CO 3.3    
023135AM8 AMAZON.COM INC 3.3%    
375558AU7 GILEAD SCIENCES INC    
404280AN9 HSBC HOLDINGS PLC 4%    
446150AJ3 HUNTINGTON BANCSHARE    
571748BF8 MARSH & MCLENNAN COS 88,342 79,669
718172BU2 PHILIP MORRIS INTL I    
87612EBL9 TARGET CORP 2.25% 15 53,226 48,461
12572QAG0 CME GROUP INC 3% 15 53,719 48,945
26078JAB6 DUPONT DE NEMOURS IN    
278865AV2 ECOLAB INC 2.7% 01 N 53,797 47,871
316773DA5 FIFTH THIRD BANCORP 25,860 23,060
46625HJY7 JPMORGAN CHASE & CO 54,442 49,440
68389XBM6 ORACLE CORP 2.65% 15 26,101 23,716
06051GGC7 BANK OF AMERICA CORP 47,973 48,633
857477AN3 STATE STREET CORP 3. 44,739 44,267
867914BS1 TRUIST FINANCIAL COR 51,261 49,140
74432QCC7 PRUDENTIAL FINANCIAL 72,157 73,095

TY 2023 InvestmentsCorpStockSchedule
Name:
GOLDENBERG MAX TW M G FOUNDATION
EIN:
36-2471625
Name of Stock End of Year Book Value End of Year Fair Market Value
001084102 AGCO CORP    
00130H105 AES CORP    
00508Y102 ACUITY BRANDS INC    
00971T101 AKAMAI TECHNOLOGIES    
015351109 ALEXION PHARMACEUTIC    
01973R101 ALLISON TRANSMISSION    
020002101 ALLSTATE CORP    
02079K107 ALPHABET INC-CL C 18,579 167,143
02079K305 ALPHABET INC-CL A 24,726 143,601
023135106 AMAZON.COM INC 42,744 196,610
025816109 AMERICAN EXPRESS CO    
031162100 AMGEN INC    
037833100 APPLE INC 73,932 532,731
053332102 AUTOZONE INC    
060505104 BANK OF AMERICA CORP 91,306 129,933
071813109 BAXTER INTERNATIONAL    
08579W103 BERRY GLOBAL GROUP I    
11135F101 BROADCOM INC    
127097103 CABOT OIL & GAS CORP    
149123101 CATERPILLAR INC    
156782104 CERNER CORP    
169656105 CHIPOTLE MEXICAN GRI    
17275R102 CISCO SYSTEMS INC    
172967424 CITIGROUP INC 67,139 71,142
174610105 CITIZENS FINANCIAL G    
20030N101 COMCAST CORP-CLASS A    
20825C104 CONOCOPHILLIPS    
22160N109 COSTAR GROUP INC    
231561101 CURTISS-WRIGHT CORP    
235851102 DANAHER CORP    
254709108 DISCOVER FINANCIAL S    
25470F104 DISCOVERY INC - A    
256677105 DOLLAR GENERAL CORP    
28176E108 EDWARDS LIFESCIENCES    
30161N101 EXELON CORP    
30212P303 EXPEDIA GROUP INC    
30303M102 FACEBOOK INC-CLASS A    
315616102 F5 NETWORKS INC    
339041105 FLEETCOR TECHNOLOGIE    
34959E109 FORTINET INC    
384802104 WW GRAINGER INC    
40412C101 HCA HEALTHCARE INC    
423452101 HELMERICH & PAYNE    
427866108 HERSHEY CO/THE    
431475102 HILL-ROM HOLDINGS IN    
43300A203 HILTON WORLDWIDE HOL    
436440101 HOLOGIC INC    
458140100 INTEL CORP    
482480100 KLA CORP    
512807108 LAM RESEARCH CORP    
518439104 ESTEE LAUDER COMPANI    
532457108 ELI LILLY & CO 74,771 115,418
548661107 LOWE'S COS INC    
56585A102 MARATHON PETROLEUM C    
574599106 MASCO CORP    
57636Q104 MASTERCARD INC - A    
58933Y105 MERCK & CO. INC.    
594918104 MICROSOFT CORP 73,939 436,582
617446448 MORGAN STANLEY 21,951 52,034
64110D104 NETAPP INC    
654106103 NIKE INC -CL B    
68389X105 ORACLE CORP 160,587 146,337
697435105 PALO ALTO NETWORKS I 42,590 68,412
713448108 PEPSICO INC    
717081103 PFIZER INC    
737446104 POST HOLDINGS INC    
745867101 PULTEGROUP INC    
751212101 RALPH LAUREN CORP    
754730109 RAYMOND JAMES FINANC    
758750103 REGAL BELOIT CORP    
759351604 REINSURANCE GROUP OF    
79466L302 SALESFORCE INC 44,858 70,258
81762P102 SERVICENOW INC    
844741108 SOUTHWEST AIRLINES C    
85208M102 SPROUTS FARMERS MARK    
855244109 STARBUCKS CORP    
858119100 STEEL DYNAMICS INC    
871829107 SYSCO CORP    
874054109 TAKE-TWO INTERACTIVE    
87612E106 TARGET CORP    
89417E109 TRAVELERS COS INC/TH    
907818108 UNION PACIFIC CORP 34,195 51,089
910047109 UNITED AIRLINES HOLD    
911363109 UNITED RENTALS INC    
913903100 UNIVERSAL HEALTH SER    
920253101 VALMONT INDUSTRIES    
92532F100 VERTEX PHARMACEUTICA    
92826C839 VISA INC-CLASS A SHA 30,815 87,478
931142103 WALMART INC 28,408 76,303
989701107 ZIONS BANCORP NA    
G50871105 JAZZ PHARMACEUTICALS    
00206R102 AT&T INC 82,634 68,227
00507V109 ACTIVISION BLIZZARD    
00724F101 ADOBE INC    
013091103 ALBERTSONS COS INC -    
058498106 BALL CORP    
084670702 BERKSHIRE HATHAWAY I 69,063 130,538
09247X101 BLACKROCK INC 29,612 47,896
097023105 BOEING CO/THE    
166764100 CHEVRON CORP 39,361 70,702
191216100 COCA-COLA CO/THE    
22160K105 COSTCO WHOLESALE COR 96,169 208,585
247361702 DELTA AIR LINES INC 51,422 65,575
254687106 WALT DISNEY CO/THE 95,083 87,852
278865100 ECOLAB INC    
375558103 GILEAD SCIENCES INC 67,566 68,859
38141G104 GOLDMAN SACHS GROUP 41,709 76,382
437076102 HOME DEPOT INC 21,825 34,308
478160104 JOHNSON & JOHNSON 59,004 63,480
539830109 LOCKHEED MARTIN CORP 106,459 105,152
550021109 LULULEMON ATHLETICA 42,550 73,114
571903202 MARRIOTT INTERNATION 48,042 98,097
64110L106 NETFLIX INC 78,601 96,402
65339F101 NEXTERA ENERGY INC 64,984 68,150
67066G104 NVIDIA CORP 56,337 185,708
70450Y103 PAYPAL HOLDINGS INC    
872540109 TJX COMPANIES INC 72,165 106,099
882508104 TEXAS INSTRUMENTS IN    
883556102 THERMO FISHER SCIENT 46,238 73,249
88579Y101 3M CO    
91324P102 UNITEDHEALTH GROUP I 70,173 127,406
94106L109 WASTE MANAGEMENT INC 27,691 49,611
G5960L103 MEDTRONIC PLC    
032654105 ANALOG DEVICES INC    
29250N105 ENBRIDGE INC    
35671D857 FREEPORT-MCMORAN INC 34,356 50,062
452308109 ILLINOIS TOOL WORKS    
46625H100 JPMORGAN CHASE & CO    
595112103 MICRON TECHNOLOGY IN    
007903107 ADVANCED MICRO DEVIC 80,478 110,705
03524A108 ANHEUSER-BUSCH INBEV    
09260D107 BLACKSTONE INC 60,383 93,739
244199105 DEERE & CO    
26614N102 DUPONT DE NEMOURS IN    
29364G103 ENTERGY CORP    
747525103 QUALCOMM INC 88,240 99,361
75886F107 REGENERON PHARMACEUT 29,870 43,036
876030107 TAPESTRY INC    
M22465104 CHECK POINT SOFTWARE    
002824100 ABBOTT LABORATORIES 64,067 69,014
21036P108 CONSTELLATION BRANDS 32,578 32,153
30231G102 EXXON MOBIL CORP 67,804 68,186
65473P105 NISOURCE INC 67,247 67,809
701094104 PARKER HANNIFIN CORP 60,113 72,791
7591EP100 REGIONS FINANCIAL CO 44,720 49,884
82509L107 SHOPIFY INC - CLASS 67,735 87,404
90353T100 UBER TECHNOLOGIES IN 55,047 69,636

TY 2023 InvestmentsGovtObligationsSch
Name:
GOLDENBERG MAX TW M G FOUNDATION
EIN:
36-2471625
US Government Securities - End of Year Book Value:

155,406
US Government Securities - End of Year Fair Market Value:

140,611
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 OtherAssetsSchedule
Name:
GOLDENBERG MAX TW M G FOUNDATION
EIN:
36-2471625
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PURCHASE INTEREST CARRYOVER   0 0
UNSETTLED SALES   0 0
00766Y513 CHAMPLAIN MID CAP FU 426,706 393,415 622,183
00770G847 JOHCM INTERNATIONAL   0 0
04314H717 ARTISAN HIGH INCOME-   0 0
09260B382 BLACKROCK STRAT INC   0 0
23283R100 CYRUSONE INC   0 0
29476L107 EQUITY RESIDENTIAL   0 0
XXX-XX-XXXX ESSEX PROPERTY TRUST   0 0
30225T102 EXTRA SPACE STORAGE   0 0
41664T610 HARTFORD FLOATING RA   0 0
46138E511 INVESCO PREFERRED ET   0 0
XXX-XX-XXXX ISHARES MSCI EMERGIN   0 0
XXX-XX-XXXX ISHARES MSCI EAFE ET   0 0
XXX-XX-XXXX LAMAR ADVERTISING CO   0 0
XXX-XX-XXXX PIMCO HIGH YIELD FUN 230,688 230,688 209,359
78462F103 SPDR S&P 500 ETF TRU 33,179 33,179 76,050
78464A359 SPDR BLOOMBERG CONVE   0 0
78467Y107 SPDR S&P MIDCAP 400 74,143 74,143 169,972
XXX-XX-XXXX VANGUARD I/T INVEST 53,482 53,482 47,716
XXX-XX-XXXX VANGUARD S/T INVEST 245,993 245,993 235,852
XXX-XX-XXXX VANGUARD INST INDEX- 39,619 40,799 79,943
XXX-XX-XXXX VANGUARD TOTAL STOCK   0 0
04314H568 ARTISAN HIGH INCOME- 226,455 226,455 207,606
04314H592 ARTISAN DEVELOPING W 183,850 155,009 156,401
XXX-XX-XXXX HARBOR INTL GROWTH-I   0 0
46090E103 INVESCO QQQ TRUST SE   0 0
XXX-XX-XXXX ISHARES RUSSELL 2000 186,814 186,814 198,703
72202E682 PIMCO PREFER & CAPIT   0 0
74340W103 PROLOGIS INC 47,060 46,433 39,457
31761R211 VULCAN VALUE PART SM   0 0
46653M849 JOHCM INTERNATIONAL 192,908 192,908 210,338
81580H639 SEGALL BRY & HAM S/C 213,250 213,250 202,638
XXX-XX-XXXX SIMON PROPERTY GROUP 53,059 28,109 44,361
XXX-XX-XXXX VANGUARD REAL ESTATE   0 0
XXX-XX-XXXX ISHARES 1-3 YEAR TRE 214,083 214,083 212,812
78463X541 SPDR S&P GL NAT RESO 89,884 89,884 87,014
XXX-XX-XXXX VANGUARD SMALL-CAP V 83,332 83,332 93,404


TY 2023 OtherDecreasesSchedule
Name:
GOLDENBERG MAX TW M G FOUNDATION
EIN:
36-2471625
Description Amount
COST BASIS ADJUSTMENT 1,072


TY 2023 OtherExpensesSchedule
Name:
GOLDENBERG MAX TW M G FOUNDATION
EIN:
36-2471625
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 15 0   15


TY 2023 OtherIncreasesSchedule
Name:
GOLDENBERG MAX TW M G FOUNDATION
EIN:
36-2471625
Description Amount
RECOVERY OF CHARITABLE DISTRIBUTIONS 10,000


TY 2023 TaxesSchedule
Name:
GOLDENBERG MAX TW M G FOUNDATION
EIN:
36-2471625
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 917 917   0
FEDERAL TAX PAYMENT - PRIOR YE 198 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,520 0   0
FOREIGN TAXES ON QUALIFIED FOR 492 492   0
FOREIGN TAXES ON NONQUALIFIED 6 6   0