TY 2023 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

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

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

$80,454,134J 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	70,293		70,293
4	Dividends and interest from securities...	374,786		997,809
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,525,334
b	Gross sales price for all assets on line 6a 8,983,188
7	Capital gain net income (from Part IV, line 2)...			2,326,337
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	110	471,360
12	Total. Add lines 1 through 11........	2,970,523		3,865,799
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	24,220	0	16,320
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	617,277	395,922	262,150
17	Interest...............			156,107
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	24,084	14,859	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	7,851	1,144,122	6,016
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	673,432		1,711,010	284,486
25	Contributions, gifts, grants paid.......	3,807,000			3,807,000
26	Total expenses and disbursements. Add lines 24 and 25	4,480,432		1,711,010	4,091,486
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,509,909
b	Net investment income (if negative, enter -0-)			2,154,789
c	Adjusted net income (if negative, enter -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	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.............	238,906	289,311	289,311
	2	Savings and temporary cash investments.........	2,554,085	576,055	576,055
	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..........	2,290	2,314	2,314
	10a	Investments—U.S. and state government obligations (attach schedule)	1,055,030	List of Attached Documents: // Content 282,711	282,711
	b	Investments—corporate stock (attach schedule).......	15,321,683	List of Attached Documents: // Content 20,045,217	20,045,217
	c	Investments—corporate bonds (attach schedule).......	1,256,860	List of Attached Documents: // Content 367,611	367,611
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	56,629,129	List of Attached Documents: // Content 51,182,572	51,182,572
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 26,235	List of Attached Documents: // Content 7,708,343	List of Attached Documents: // Content 7,708,343
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	77,084,218	80,454,134	80,454,134
	17	Accounts payable and accrued expenses..........	123,535	95,000
	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).........	123,535	95,000
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	76,960,683	80,359,134
	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).....	76,960,683	80,359,134
	30	Total liabilities and net assets/fund balances (see instructions).	77,084,218	80,454,134

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

76,960,683

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

-1,509,909

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

List of Attached Documents:

// Content

4,908,360

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

80,359,134

Decreases not included in line 2 (itemize) right arrow

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

80,359,134

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

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	8,983,188	8,570,950	412,238
b			1,914,099
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			412,238
b			1,914,099
c
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	2,326,337
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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	29,952
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	29,952
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	29,952
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	25,781
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	20,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	45,781
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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	15,829
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax15,829	Refunded	11	0

Form 990-PF (2023)

Page 4

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 2023 or the taxable year beginning in 2023? 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. ...............................

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 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)

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

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 2023? .............

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 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

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

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 2023? ..

Form 990-PF (2023)

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 (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
BBR PARTNERS LLC	INVESTMENT ADVISORS	333,754
140 E 45TH STREET 26TH FLOOR NEW YORK,NY10017	INVESTMENT ADVISORS	333,754
ARABELLA ADVISORS LLC	GRANT MAKING & CONSULTING	221,355
1828 L ST NW SUITE 300 WASHINGTON,DC20036	GRANT MAKING & CONSULTING	221,355

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 (2023)

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

76,922,504

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

2,792,732

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

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

79,715,236

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

79,715,236

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

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

1,195,729

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

78,519,507

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

3,925,975

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

3,925,975

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

29,952

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

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

29,952

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

3,896,023

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

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

3,896,023

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

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

3,896,023

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 ..........

4,091,486

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. .......

4,091,486

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				3,896,023
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......			1,818,644
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 4,091,486
a Applied to 2022, but not more than line 2a			1,818,644
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.....				2,272,842
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 ..........				1,623,181
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....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 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 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) 2023	(b) 2022	(c) 2021	(d) 2020	(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 (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)		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
ASPEN INSTITUTE 2300 N STREET NW SUITE 700 WASHINGTON,DC20037	N/A	PC	TO SUPPORT TWO-GENERATION ADVOCACY	75,000
BRIGHTER BEGINNINGS 2727 MACDONALD AVE RICHMOND,CA94804	N/A	PC	GENERAL OPERATING SUPPORT	50,000
CENTER FOR LAW AND SOCIAL POLICY 1310 L STREET NW SUITE 900 WASHINGTON,DC20005	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	100,000
CHILD CARE AWARE OF AMERICA 1515 NORTH COURTHOUSE ROAD 11TH FLOOR ARLINGTON,VA22201	N/A	PC	SUPPORT FOR STATE ADVOCACY EFFORTS	100,000
CHILD FIRSTNURSE FAMILY PARTNERSHIP 6 CORPORATE DRIVE SUITE 420 SHELTON,CT06484	N/A	PC	GENERAL OPERATING SUPPORT	50,000
CHILD TRENDS 12300 TWINBROOK PARKWAY 235 ROCKVILLE,MD20852	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	50,000
LIFT 999 NORTH CAPITOL STREET NE SUITE 310 WASHINGTON,DC20002	N/A	PC	GENERAL OPERATING SUPPORT FOR LIFT-NY	100,000
MIGRATION POLICY INSTITUTE 275 K STREET NORTHWEST SUITE 800 WASHINGTON,DC20005	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	394,000
NEW VENTURE FUND 1828 L STREET NW SUITE 300A WASHINGTON,DC20036	N/A	PC	GENERAL OPERATING SUPPORT FOR EARLY EDGE CALIFORNIA	100,000
PARENTCHILD 242 WEST 30TH STREET SUITE 1100 NEW YORK,NY10001	N/A	PC	GENERAL OPERATING SUPPORT	200,000
PROSPERITY NOW 1200 G STREET NW SUITE 400 WASHINGTON,DC20005	N/A	PC	GENERAL OPERATING SUPPORT	100,000
ROBIN HOOD FOUNDATION 826 BROADWAY 9TH FLOOR NEW YORK,NY10003	N/A	PC	GENERAL SUPPORT FOR THE MOMS PROGRAM	150,000
SCHWAB CHARITABLE FUND 111 WALL STREET NEW YORK,NY10005	N/A	PC	ALICE AND BEN REITER CHARITABLE FUND	394,000
SCHWAB CHARITABLE FUND 111 WALL STREET NEW YORK,NY10005	N/A	PC	DANIEL AND CORINNE GOLDMAN CHARITABLE FUND	394,000
START EARLY 33 WEST MONROE STREET SUITE 2400 CHICAGO,IL60603	N/A	PC	ESSENTIALS OF HOME VISITING, 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 UNDER THE EARLY CHILDHOOD FUNDERS COLLABORATIVE	150,000
TIDES CENTER PO BOX 889385 LOS ANGELES,CA900889385	N/A	PC	GENERAL OPERATING SUPPORT FOR ABRIENDO PUERTAS	100,000
WOMEN'S HEALTH CENTER OF WEST VIRGINIA PO BOX 20580 CHARLESTON,WV25362	N/A	PC	TO SUPPORT REPRODUCTIVE HEALTH CARE IN WEST VIRGINIA	100,000
Total ................................. 3a				3,807,000

bApproved for future payment

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

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	(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	70,293
4 Dividends and interest from securities ....	901101	57,499	14	317,287
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	59,788	18	2,465,546
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	-64,601	14	64,601
b990-PF REFUND			01	110
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		52,686		2,917,837	0

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

2,970,523

(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 (2023)

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 (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEES	24,220	0		16,320

- TIN:

TY 2023 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	5,011	5,011
ALLSTATE CORP 4.500% DUE 06-15-43	2,680	2,680
ALLSTATE CORP 5.250% DUE 03-30-33	2,040	2,040
ALTRIA GROUP INC 4.800% DUE 02-14-29	4,980	4,980
AMGEN INC 4.200% DUE 02-22-52	2,558	2,558
ANHEUSER-BUSCH INBEV WLDW INC 6.375% DUE 01-15-40	3,324	3,324
AT&T INC 4.250% DUE 03-01-27	6,910	6,910
BECTON DICKINSON & CO 1.957% DUE 02-11-31	4,162	4,162
BELL TEL CO CDA-BELL 3.650% DUE 03-17-51	2,308	2,308
BK OF AMERICA CORP 2.972% DUE 02-04-33	7,650	7,650
BRISTOL MYERS SQUIBB CO 5.875% DUE 11-15-36	3,224	3,224
BROADCOM INC 4.750% DUE 04-15-29	6,998	6,998
CAMPBELL SOUP CO 3.125% DUE 04-24-50	2,068	2,068
CAPITAL ONE FINANCIAL CORP 5.817% DUE 02-01-34	1,986	1,986
CAPITAL ONE FINL CORP 3.273% DUE PERPETUAL	2,669	2,669
CHEVRON CORP NEW 2.978% DUE 05-11-40	1,580	1,580
CHUBB INA HOLDINGS INC 6.700% DUE 05-15-36	5,819	5,819
CITIGROUP INC 6.625% DUE 01-15-28	7,564	7,564
CONSOLIDATED EDISON CO N Y INC 5.500% DUE 12-01-39	3,047	3,047
CSX CORP 6.150% DUE 05-01-37	2,234	2,234
CVS HEALTH CORP 4.300% DUE 03-25-28	4,916	4,916
EMERSON ELEC CO 2.750% DUE 10-15-50	2,051	2,051
ENTERPRISE PRODS OPER LLC 5.100% DUE 02-15-45	1,974	1,974
EOG RES INC 4.950% DUE 04-15-50	2,953	2,953
EQUITABLE COS INC 7.000% DUE 04-01-28	4,265	4,265
ERP OPER LTD PARTNERSHIP 3.000% DUE 07-01-29	6,462	6,462
EXXON MOBIL CORP 3.567% DUE 03-06-45	2,483	2,483
FISERV INC 4.400% DUE 07-01-49	2,649	2,649
FLORIDA PWR & LT CO 5.400% DUE 09-01-35	2,032	2,032
KRAFT HEINZ FOODS CO 4.875% DUE 10-01-49	1,888	1,888
LINCOLN NATL CORP IND 3.400% DUE 03-01-32	4,237	4,237
LOWES COS INC 2.625% DUE 04-01-31	4,375	4,375
MARKEL CORP 3.350% DUE 09-17-29	1,825	1,825
MARRIOTT INTL INC NEW 4.900% DUE 04-15-29	7,040	7,040
MCDONALDS CORP 4.600% DUE 09-09-32	3,035	3,035
MCKESSON CORP 5.100% DUE 07-15-33	3,079	3,079
METLIFE INC 4.050% DUE 03-01-45	2,617	2,617
MONDELEZ INTL INC 1.500% DUE 05-04-25	6,677	6,677
MORGAN STAN CAP I 2015-UBS8 3.540% DUE 12-17-48	38,525	38,525
MORGAN STAN CAP I 2016-UBS11 2.782% DUE 08-17-49	23,356	23,356
MORGAN STANLEY 1.794% DUE 02-13-32	5,599	5,599
MORGAN STANLEY 3.772% DUE 01-24-29	4,749	4,749
NUTRIEN LTD 5.800% DUE 03-27-53	2,126	2,126
ORACLE CORP 2.650% DUE 07-15-26	2,844	2,844
ORACLE CORP 3.600% DUE 04-01-50	1,483	1,483
PFIZER INVT ENTERPRISES 5.300% DUE 05-19-53	2,036	2,036
PRUDENTIAL FINANCIAL INC 6.625% DUE 12-01-37	3,450	3,450
SCHLUMBERGER INVT SA 4.850% DUE 05-15-33	5,084	5,084
SNAP ON INC 4.100% DUE 03-01-48	2,654	2,654
SYSCO CORP 4.450% DUE 03-15-48	1,763	1,763
SYSCO CORP 5.950% DUE 04-01-30	2,120	2,120
T MOBILE USA INC 4.375% DUE 04-15-40	2,724	2,724
TAMPA ELEC CO 6.150% DUE 05-15-37	5,292	5,292
TARGA RES PARTNERS / TARGA RES 5.500% DUE 03-01-30	8,978	8,978
THE CHARLES SCHWAB CORPORATION 3.250% DUE 05-22-29	1,854	1,854
TORONTO DOMINION BANK 3.200% DUE 03-10-32	6,201	6,201
TOSCO CORP 8.125% DUE 02-15-30	8,250	8,250
TRAVELERS COS INC/THE 6.250% DUE 06-15-37	3,390	3,390
TRUIST FINANCIAL CORP 6.123% DUE 10-28-33	9,338	9,338
UNITED TECHNOLOGIES CORP 5.400% DUE 05-01-35	3,094	3,094
US BANCORP 5.850% DUE 10-21-33	7,210	7,210
VALERO ENERGY CORP 6.625% DUE 06-15-37	3,297	3,297
WELLS FARGO & CO 4.897% DUE 07-25-33	6,793	6,793
WELLS FARGO COML TR 2015-C29 3.637% DUE 06-17-48	43,610	43,610
WESTLAKE CHEM CORP 3.600% DUE 08-15-26	4,826	4,826
WESTLAKE CHEM CORP 5.000% DUE 08-15-46	1,819	1,819
WILLIAMS COS INC 2.600% DUE 03-15-31	4,273	4,273
WISCONSIN ELEC PWR CO 6.500% DUE 06-01-28	5,316	5,316
WYETH 5.950% DUE 04-01-37	2,187	2,187

- TIN:

TY 2023 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	199,887	199,887
ABBVIE INC	52,845	52,845
ACCENTURE PLC	75,095	75,095
ACCENTURE PLC	154,751	154,751
ACUITY BRANDS INC COM	72,510	72,510
ADIDAS AG ADR	111,002	111,002
ADOBE SYS INC COM	93,070	93,070
ADVANCED DRAINAGE SYSTEMSINC	60,335	60,335
ADVANCED MICRO DEVICES	68,546	68,546
AECOM TECHNOLOGY CORP	19,133	19,133
AIR PRODS & CHEMS INC COM	25,190	25,190
AKAMAI TECHNOLOGIES COM	5,918	5,918
ALEXANDRA REAL ESTATE EQUITY REIT	6,592	6,592
ALPHABET INC CL A	177,965	177,965
ALPHABET INC CL C	205,053	205,053
AMADEUS IT HOLDING SA	97,740	97,740
AMAZON COM INC COM	389,422	389,422
AMERICAN EXPRESS CO COM	45,336	45,336
AMETEK INC NEW COM	118,721	118,721
AMGEN INC	55,300	55,300
AMPHENOL CORP NEW CL A	166,043	166,043
ANALOG DEVICES INC COM	20,650	20,650
AON PLC SHS CL A	197,603	197,603
APPLE INC	850,212	850,212
APTIV PLC	6,280	6,280
ARCHER DANIELS MIDLAND COM	41,093	41,093
ASML HOLDING NV - NY SHS	102,184	102,184
AT&T INC	20,287	20,287
AUTODESK INC COM	19,965	19,965
BAKER HUGHES COMPANY CL A	16,509	16,509
BANK AMER CORP	125,252	125,252
BANK OF NEW YORK MELLON CORP	52,414	52,414
BEST BUY INC COM	6,654	6,654
BIOGEN IDEC INC COM	17,079	17,079
BOOKING HLDGS INC COM	344,080	344,080
BRANDYWINE RLTY TR SH BEN INT NEW	43,702	43,702
BRISTOL MYERS SQUIBB COM	25,860	25,860
BROADCOM INC.	157,391	157,391
BUNGE GLOBAL ORD SHS	11,912	11,912
BUNZL PLC	127,242	127,242
CANADIAN PACIFIC KANSAS CITY ORD SHS	118,590	118,590
CHEVRON TEXACO CORP	123,206	123,206
CIGNA CORP	77,857	77,857
CITIGROUP INC	27,006	27,006
CLOROX CO DEL COM	25,238	25,238
COCA COLA CO	160,938	160,938
COGNIZANT TECH SOLUTNS CL A	13,973	13,973
COLGATE PALMOLIVE CO COM	118,290	118,290
COMCAST CORP NEW CL A	50,866	50,866
COMMERCIAL METALS CO COM	22,568	22,568
CONOCOPHILLIPS COM	115,606	115,606
COPART INC COM	275,478	275,478
COPART INC COM	111,818	111,818
COSTAR GROUP INC COM	189,898	189,898
COUSINS PROPERTIES INCORPORATED	52,523	52,523
CREDIT ACCEPTANCE CORP	123,593	123,593
CSL LTD SPONSORED ADR	51,306	51,306
CSX CORP COM	12,828	12,828
DANAHER CORP DEL COM	135,103	135,103
DARLING INTL INC COM	100,278	100,278
DASSAULT SYS S A SPONSORED ADR	32,647	32,647
DELL TECHNOLOGIES INC	16,448	16,448
DIGITAL RLTY TR INC COM	169,705	169,705
DOUGLAS EMMETT INC COM	10,469	10,469
EBAY INC COM	21,636	21,636
ECOLAB INC COM	120,200	120,200
EDISON INTL COM	150,629	150,629
ELEVANCE HEALTH INC	107,044	107,044
ELI LILLY & CO	143,981	143,981
ENPHASE ENERGY, INC.	33,167	33,167
EOG RES INC COM	37,495	37,495
EQUINIX INC COM	42,686	42,686
EQUITY COMMONWEALTH	21,504	21,504
EVOLUTION GAMING GROUP AB ADR	201,445	201,445
EXPERIAN PLC	103,806	103,806
FAIR ISAAC CORP COM	44,232	44,232
FASTENAL CO COM	249,494	249,494
FIRST SOLAR INC COM	38,935	38,935
GEN DIGITAL INC.	5,888	5,888
GENERAL MLS INC COM	13,940	13,940
GENERAL MOTORS COM	20,474	20,474
GENUINE PARTS CO COM	5,956	5,956
GILEAD SCIENCES INC COM	57,274	57,274
GLOBANT SA	64,969	64,969
GRACO INC COM	158,858	158,858
GRACO INC COM	111,487	111,487
GRAINGER W W INC COM	20,717	20,717
HARTFORD FINL SVCS COM	143,398	143,398
HDFC BANK LTD ADR REPS 3 SHS	110,799	110,799
HEICO CORP NEW CL A	264,654	264,654
HEICO CORP NEW CL A	86,888	86,888
HEWLETT PACKARD ENTERPRISE CO	16,199	16,199
HIGHWOODS PROPERTIES INC	9,161	9,161
HILTON WORLDWIDE HOLDINGS INC	119,633	119,633
HINGHAM INSTITUTION FOR SAVINGS	64,346	64,346
HP INC	40,170	40,170
ICON PLC	363,179	363,179
IDEX CORP COM	86,844	86,844
IDEXX LABS INC COM	86,033	86,033
ILLINOIS TOOL WKS INC COM	55,793	55,793
INTEL CORP	126,329	126,329
INTUIT COM	22,501	22,501
JBG SMITH PROPERTIES	10,529	10,529
JOHNSON & JOHNSON	289,342	289,342
JP MORGAN CHASE & CO	163,296	163,296
JUNIPER NETWORKS INC COM	73,346	73,346
KB HOME COM	119,049	119,049
KERING S A UNSPONSORED ADR	30,260	30,260
KEYSIGHT TECHNOLOGIES INC	17,818	17,818
KILROY RLTY CORP COM	27,251	27,251
KIMBERLY CLARK CORP COM	44,716	44,716
KINSALE CAPITAL GROUP, INC	74,015	74,015
KROGER CO COM	80,770	80,770
LANDSTAR SYSTEMS INC	201,009	201,009
LASERTEC CORP - ADR UNSP	38,170	38,170
LINDE PLC SHS	139,641	139,641
LINDE PLC SHS	100,624	100,624
LUCID GROUP INC COM	7,229	7,229
LVMH MOET HENNESSY LOUIS VUITTON SA	33,952	33,952
LYONDELLBASELL INDUSTR SHS - A -	5,134	5,134
MARATHON PETROLEUM CORP	66,169	66,169
MARRIOTT INTL INC NEW CL A	25,257	25,257
MASTERCARD INC CL A	190,650	190,650
MCKESSON CORP COM	14,815	14,815
MEDTRONIC PLC	171,268	171,268
MEDTRONIC PLC	43,826	43,826
MERCADOLIBRE INC	116,294	116,294
MERCK & CO., INC.	128,208	128,208
META PLATFORMS INC CL A	213,792	213,792
MICRON TECHNOLOGY INC	7,169	7,169
MICROSOFT CORP	1,013,052	1,013,052
MONDELEZ INTERNATIONAL INC	88,654	88,654
MOODYS CORP COM	251,521	251,521
MOODYS CORP COM	91,000	91,000
MSCI INC.	76,363	76,363
NASDAQ STOCK MARKET COM	7,616	7,616
NETFLIX COM INC COM	31,160	31,160
NEWMONT GOLDCORP CORP	25,662	25,662
NORFOLK SOUTHERN CORP COM	64,532	64,532
NOVO-NORDISK A S ADR	51,104	51,104
NVIDIA CORP COM	418,461	418,461
NVR INC COM	203,013	203,013
OLD DOMINION FREIGHT LINE	263,465	263,465
OMNICOM GROUP INC COM	62,374	62,374
ORACLE CORP	25,936	25,936
ORGANON ORD SHS	14	14
ORMAT TECHNOLOGIES INC COM	136,649	136,649
OWENS CORNING NEW COM	127,922	127,922
PACCAR INC COM	3,515	3,515
PARAMOUNT GROUP INC	20,437	20,437
PAYPAL HOLDINGS INC	1,597	1,597
PEPSICO INC	152,516	152,516
PFIZER INC	45,200	45,200
PG&E CORP COM	15,380	15,380
PIONEER NAT RES CO COM	31,708	31,708
PLUG POWER INC COM NEW	3,839	3,839
PNC FINL SVCS GROUP COM	7,897	7,897
PRIMERICA INC	231,068	231,068
PROGRESSIVE CORP OHIO COM	20,388	20,388
PRUDENTIAL FINL INC COM	82,761	82,761
QUALCOMM INC	56,261	56,261
RBC BEARINGS INCORPORATED	192,301	192,301
REGENERON PHARMA INC COM	7,026	7,026
REPUBLIC SVCS INC COM	58,048	58,048
RIVIAN AUTOMOTIVE INC COM CL A	9,783	9,783
RLI CORP COM	111,954	111,954
S&P GLOBAL INC.	104,844	104,844
SALESFORCE COM INC COM	133,675	133,675
SAP AKTIENGESELLSCHAFT (SPON ADR)	222,919	222,919
SCHLUMBERGER LTD COM	31,380	31,380
SERVICENOW INC	47,335	47,335
SHERWIN WILLIAMS CO COM	104,798	104,798
SHOPIFY INC.	132,508	132,508
SIEMENS HEALTHINEERS AG	198,113	198,113
SIMPSON MFG CO INC COM	33,657	33,657
SOLAREDGE TECHNOLOGIES INC	24,430	24,430
SOUTHWEST AIRLS CO COM	4,534	4,534
SPLUNK INC	9,750	9,750
STARBUCKS CORP COM	71,815	71,815
STATE STR CORP COM	46,786	46,786
SUNPOWER CORP COM CL A	3,294	3,294
SUNRUN INC COM	13,074	13,074
SYLVAMO CORP COMMON STOCK	49	49
TARGET CORP	17,518	17,518
TELEDYNE TECHNOLOGIES COM	160,664	160,664
TELEPERFORMANCE SE	106,390	106,390
TEMENOS AG SPONSORED ADR	105,324	105,324
TESLA MOTORS INC	238,789	238,789
THE HERSHEY COMPANY	12,678	12,678
THE SAGE GROUP PLC	313,216	313,216
THERMO FISHER SCIENTIFIC INC	33,440	33,440
TJX COS INC NEW COM	81,521	81,521
TOPBUILD CORP	22,456	22,456
TYLER TECHNOLOGIES INC COM	70,662	70,662
UBER TECHNOLOGIES, INC.	16,993	16,993
UNILEVER PLC SPON ADR NEW	64,818	64,818
UNION PAC CORP COM	47,650	47,650
UNITED HEALTH GROUP INC COM	90,553	90,553
UNIVERSAL DISPLAY CORP	56,422	56,422
VEEVA SYSTEMS INC	252,586	252,586
VERALTO ORD SHS	329	329
VERISIGN INC COM	14,005	14,005
VERISK ANALYTICS INC CL A	87,423	87,423
VERIZON COMMUNICATIONS COM	64,203	64,203
VERTEX PHARMACEUTICALS COM	11,800	11,800
VIATRIS INC COM	22	22
VISA INC COM CL A	210,102	210,102
VORNADO RLTY TR SH BEN INT	16,046	16,046
WALMART INC.	40,201	40,201
WALT DISNEY CO	90	90
WARNER BROS DISCOVERY INC COM SER A	23	23
WASTE MGMT INC DEL COM	158,504	158,504
WELLS FARGO & CO NEW	14,668	14,668
WR BERKLEY CORP	17,821	17,821
XCEL ENERGY INC COM	48,414	48,414
XYLEM INC COM	152,671	152,671
YUM! BRANDS INC	15,679	15,679

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

US Government Securities - End of Year Book Value:

282,711

US Government Securities - End of Year Fair Market Value:

282,711

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

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

- TIN:

TY 2023 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	1,438,030	1,438,030
ANGELENO INVESTORS IV, LP	FMV	100,855	100,855
BBR ABSOLUTE RETURN LONG DURATION II LP	FMV	573,618	573,618
BBR ABSOLUTE RETURN LONG DURATION III, LP	FMV	744,076	744,076
BBR ABSOLUTE RETURN LONG DURATION IV, LP	FMV	296,800	296,800
BBR ABSOLUTE RETURN LONG DURATION LP	FMV	623,481	623,481
BBR ABSOLUTE RETURN LTD	FMV	4,994,800	4,994,800
BBR EQUITY LONG/SHORT LTD	FMV	14,216,286	14,216,286
BBR FIXED INCOME OPPORTUNITIES FUND, LP	FMV	2,272,105	2,272,105
BBR PRIVATE EQUITY FUND 2023, LLC	FMV	56,250	56,250
BBR PRIVATE INVESTMENT FUND - SERIES H	FMV	2,942,444	2,942,444
BBR PRIVATE INVESTMENT FUND - SERIES I	FMV	3,118,347	3,118,347
BBR PRIVATE INVESTMENT FUND - SERIES J	FMV	3,926,702	3,926,702
BBR PRIVATE INVESTMENT FUND - SERIES K	FMV	880,839	880,839
BBR PRIVATE INVESTMENT FUND SERIES L	FMV	448,079	448,079
BBR REAL ASSETS FUND 2023, LLC	FMV	91,250	91,250
BBR REAL ASSETS FUND III LP	FMV	1,480,141	1,480,141
BBR REAL ASSETS FUND IV LP	FMV	2,195,473	2,195,473
BBR REAL ASSETS FUND V LP	FMV	2,282,224	2,282,224
BBR REAL ASSETS FUND VI	FMV	713,765	713,765
BBR REAL ASSETS FUND VII	FMV	538,436	538,436
BBR SELECT OPPORTUNITIES - SUSTAINABLE EQUITIES LP	FMV	3,239,384	3,239,384
CARE INVESTMENT PARTNERS, LP	FMV	250,024	250,024
COGNITIVE TOYBOX	FMV	75,000	75,000
COMMUNITY HEALTH CENTER CAPITAL FUND	FMV	248,891	248,891
CPCA VENTURES	FMV	57,623	57,623
ENABLE VENTURES FUND I, LP	FMV	71,938	71,938
FINANCE FUND CAPITAL CORPORATION	FMV	238,750	238,750
GUARDIANS COLLECTIVE	FMV	75,000	75,000
IFF INVESTMENTS	FMV	500,000	500,000
KAPOR CAPITAL III, L.P	FMV	173,049	173,049
MDF FREEDOM 100	FMV	81,414	81,414
NEW MARKETS EDUCATION PARTNERS III, LP	FMV	115,370	115,370
REACH II, LP	FMV	808,458	808,458
REACH III, LP	FMV	359,162	359,162
RETHINK EDUCATION III LP	FMV	260,072	260,072
RH CAPITAL FUND II	FMV	235,639	235,639
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF	FMV	95,503	95,503
SUSTAIN VC IMPACT FUND II	FMV	363,294	363,294

- TIN:

TY 2023 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
ACCRUED INTEREST AND DIVIDENDS	26,235	13,406	13,406
DEPOSITS IN TRANSIT		7,694,937	7,694,937

- TIN:

TY 2023 OtherExpensesSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
OTHER PARTNERSHIP EXPENSES FROM K-1 ACTIVITIES	0	1,142,263	0
ADR FEES	1,859	1,859	0
LICENSE AND STATE FILING FEES	940	0	964
INSURANCE	2,250	0	2,250
SOFTWARE LICENSES	2,751	0	2,751
BANK FEES	51	0	51

- TIN:

TY 2023 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		471,360
990-PF REFUND	110		110

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Description	Amount
UNREALIZED GAIN ON INVESTMENTS	4,908,360

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES	333,754	333,754	0
ADMINISTRATIVE AND GRANT MANAGEMENT FEES	221,355	0	262,150
OTHER INVESTMENT MANAGEMENT FEES	62,168	62,168	0
PARTNERSHIP MANAGEMENT FEES FROM K-1 ACTIVITIES	0	0	0

- TIN:

TY 2023 TaxesSchedule

Name:

RICHARD W GOLDMAN FAMILY FOUNDATION

EIN:

45-1261400

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAX	19,277	0		0
FOREIGN TAXES	4,807	14,859		0