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
FRANKLIN PHILANTHROPIC FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)180 NORTH STETSON AVENUE 1940
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60601
A Employer identification number

36-3668125
B Telephone number (see instructions)

(312) 819-4060
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$13,789,874J 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) 900,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 19,428 19,428  
4 Dividends and interest from securities... 125,987 125,987  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,457
b Gross sales price for all assets on line 6a 3,099,437
7 Capital gain net income (from Part IV, line 2)... 15,457
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).......      
12 Total. Add lines 1 through 11........ 1,060,872 160,872  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 218,644 128,306    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,170      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
47,813     -4,479
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 274,627 128,306   -4,479
25 Contributions, gifts, grants paid....... 799,675 799,675
26 Total expenses and disbursements. Add lines 24 and 25 1,074,302 128,306   795,196
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,430
b Net investment income (if negative, enter -0-) 32,566
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 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......... 580,162 23,451 23,451
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,573,777 Click to see attachment
List of Attached Documents:
// Content
3,882,318 		3,675,810
b Investments—corporate stock (attach schedule)....... 5,080,079 Click to see attachment
List of Attached Documents:
// Content
5,320,135 		9,799,409
c Investments—corporate bonds (attach schedule).......      
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).......... 316,721 Click to see attachment
List of Attached Documents:
// Content
311,405 		291,204
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,550,739 9,537,309 13,789,874
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........... 9,550,739 9,537,309
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........    
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)..... 9,550,739 9,537,309
30 Total liabilities and net assets/fund balances (see instructions). 9,550,739 9,537,309
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
9,550,739
2
Enter amount from Part I, line 27a .....................
2
-13,430
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
9,537,309
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,537,309
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,099,437   3,083,980 15,457
b
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       15,457
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 15,457
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 15,457
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) 1 453
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  
3 Add lines 1 and 2........................... 3 453
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 453
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,235
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,235
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 9,782
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow9,782 Refundedright arrow 11  
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 arrowN/A
14
The books are in care ofright arrowRANDALL ROMEI Telephone no.right arrow (312) 819-4060

Located atright arrow180 NORTH STETSON AVENUECHICAGOIL ZIP+4right arrow60601
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
MORRIS F GOODMAN PRESIDENT/DIR
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
DAVID MABIEClick to see attachment
List of Attached Documents:
// Content
TREASURER/DIR
0.20 		0   128,306
180 N STETSON 1940
CHICAGO,IL60601
RANDALL ROMEIClick to see attachment
List of Attached Documents:
// Content
SECRETARY/DIR
1.50 		0   90,338
180 N STETSON 1940
CHICAGO,IL60601
STANLEY GOODMAN VICE PRES/DIR
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
LINDA GOODMAN VICE PRES/DIR
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
JOYCE GOODMAN VICE PRES/DIR
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
JENNY GOODMAN-BOWDEN VICE PRES/DIR
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
WILLIAM MICHAEL GOODMAN VICE PRES/DIR
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
DEBORAH GOODMAN VICE PRES/DIR
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
AARON CUBELLS Director
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
REBECCA CUBELLS Director
0.20 		0    
180 N STETSON STE 1940
CHICAGO,IL60601
SARAH CUBELLS Director
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
YALE GOODMAN Director
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
PACE GOODMAN Director
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
DOUGLAS GOODMAN Director
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
PAUL GOODMAN Director
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
DANIEL BOWDEN Director
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
LES BOWDEN Director
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
LEAH BOWDEN Director
0.20 		0    
180 N STETSON 1940
CHICAGO,IL60601
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  
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
CHICAGO CAPITAL LLC INVESTMENT ADVISOR 128,306
135 S LASALLE ST SUITE 4200
CHICAGO,IL60601
ASHCRAFT & ASHCRAFT LTD LEGAL AND OTHER PRO FEES 90,338
180 N STETSON AVE SUITE 1940
CHICAGO,IL60601
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)
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
12,841,776
b
Average of monthly cash balances.......................
1b
338,486
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,180,262
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
 
3
Subtract line 2 from line 1d.........................
3
13,180,262
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
197,704
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,982,558
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
649,128
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
649,128
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
453
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
453
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
648,675
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
648,675
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
648,675
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
795,196
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
795,196
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 7 648,675
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 20,644
c From 2020......  
d From 2021......  
e From 2022...... 178,895
f Total of lines 3a through e ........ 199,539
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 795,196
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 648,675
e Remaining amount distributed out of corpus 146,521
5 Excess distributions carryover applied to 2023.    
(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 5 346,060
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		346,060
10 Analysis of line 9:
a Excess from 2019.... 20,644
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 178,895
e Excess from 2023.... 146,521
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).)
MORRIS F GOODMAN
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 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)
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
ACLU FOUNDATION


150 N MICHIGAN AVE STE 600
CHICAGO,IL60601 		  PC UNRESTRICTED 2,000
AFRICAN WILDLIFE FOUNDATION


1400 16 ST NW STE 120
WASHINGTON,DC20036 		  PC UNRESTRICTED 2,600
AMERICAN FREINDS OF MAGEN DAVID ADO


20 W 36TH ST SUITE 1100
NEY YORK,NY10018 		  PC UNRESTRICTED 10,000
AMERICAN WILDLIFE FOUNDATION


31812 S HIGHWAY 213
MOLALLA,OR97038 		  PC UNRESTRICTED 2,600
ATLANTA AUTISM CONSORTIUM


1932 OAK GROVE RD NE
ATLANTA,GA30345 		  PC UNRESTRICTED 1,000
BEACON INST FOR RIVERS AND ESTUARIE


199 MAIN ST
BEACON,NY12508 		  PC UNRESTRICTED 3,000
BLOOMINGDALE AGING IN PLACE


PO BOX 497
NEW YORK,NY10025 		  PC UNRESTRICTED 4,000
BRENNEN CENTER FOR JUSTICE


120 BROADWAY STE 1750
NEW YORK,NY10271 		  PC UNRESTRICTED 1,500
BRIDGEPORT FIELD OF DREAMS


379 SZOST DRIVE
FAIRFIELD,CT06824 		  PC UNRESTRICTED 2,000
BROOKLYN BOATWORKS


68 JAY ST STE 411
BROOKLYN,NY11201 		  PC UNRESTRICTED 10,000
CARINGKIND


360 LEXINGTON AVE STE 4
NEW YORK,NY10017 		  PC UNRESTRICTED 11,500
CARRIAGE HOUSE ARTS CENTER


390 GRUMMAN AVE
NORWALK,CT06851 		  PC UNRESTRICTED 8,550
CENTER FOR BIOLOGICAL DIVERSITY


PO BOX 710
TUCSON,AZ85702 		  PC UNRESTRICTED 11,520
COMMUNITY PARTNERS IN ACTION


110 BARTHOLOMEW AVE STE 3010
HARTFORD,CT06106 		  PC UNRESTRICTED 1,000
CT PUBLIC AFFAIRS NETWORK


21 OAK ST
HARTFORD,CT06106 		  PC HISTORY DAYS 8,550
HANG TIME


570 STATE STREET
BRIDGEPORT,CT06604 		  PC UNRESTRICTED 25,750
DEERFIELD VALLEY COMMUNITY CARES


PO BOX 5
WILMINGTON,VT05363 		  PC UNRESTRICTED 2,000
EARTHJUSTICE


50 CALIFORNIA ST STE 500
SAN FRANCISCO,CA94111 		  PC UNRESTRICTED 5,600
ELEPHANT SANCTUARY OF TENNESSEE


27 E MAIN ST
HOHEWALD,TN38462 		  PC UNRESTRICTED 2,600
EMPOWERMENT PLAN


7640 KERCHEVAL AVE
DETROIT,MI48214 		  PC UNRESTRICTED 2,000
EQUAL JUSTICE INITIATIVE


122 COMMERCE ST
MONGOMERY,AL36104 		  PC UNRESTRICTED 3,440
ENVIRONMENTAL DEFENSE FUND


257 PARK AVE S
NEW YORK,NY10010 		  PC UNRESTRICTED 4,000
FABSCRAP


140 58TH STREET
BROOKLYN,NY11220 		  PC UNRESTRICTED 1,200
FRANCISCAN OUTREACH


717B W 18TH ST
CHICAGO,IL60616 		  PC UNRESTRICTED 2,000
FREINDS OF THE CLEARWATER


116 E 3RD ST
MOSCOW,ID83843 		  PC UNRESTRICTED 1,000
FUGEES FAMILY


PO BOX 388
SCOTTSDALE,GA30079 		  PC UNRESTRICTED 6,000
GAIT THERAPEUTIC RIDING CENTER


8191 STAPLES MILL ROAD
RICHMOND,VA23238 		  PC UNRESTRICTED 5,600
GEORGE MARK CHILDREN'S FUND


2121 GEORGE MARK LN
SAN LEANDRO,CA94578 		  PC UNRESTRICTED 3,440
GEORGIA OPTIONS


1865 W BROAD ST STE E
ATHENS,GA30606 		  PC UNRESTRICTED 1,000
GREEN WAVEORG


54231 AVENUE
BROOKLYN,NY11220 		  PC UNRESTRICTED 1,000
GREEN VILLAGE INITIATIVE


325 LAFAYETTE ST UNIT 9101
BRIDGEPORT,CT06604 		  PC UNRESTRICTED 3,000
HEART TO HEART


11550 RENNER BLVD
LENEXA,KS66219 		  PC UNRESTRICTED 2,000
HENRYS FORK WILDLIFE ALLIANCE


PO BOX 725
ASHTON,ID83420 		  PC UNRESTRICTED 13,900
HONR NETWORK


2875 S ORANGE AVE STE 500
ORLANDO,FL32806 		  PC UNRESTRICTED 6,000
IDAHO RIVERS UNITED


3800 W AMERICANA TERRACE STE 140
BOISE,ID83706 		  PC UNRESTRICTED 2,000
INTL EXOTIC ANIMAL SANCTUARY


ROUTE 114
BOYD,TX76023 		  PC UNRESTRICTED 2,500
INTERNATIONAL FUND-ANIMAL WELFARE


290 SUMMER ST
YARMOUTH PORT,MA02675 		  PC UNRESTRICTED 2,600
JOFFREY BALLET


10 E RANDOLPH ST
CHICAGO,IL60601 		  PC UNRESTRICTED 2,000
J STREET EDUCATION FUND


PO BOX 66073
WASHINGTON,DC20035 		  PC UNRESTRICTED 10,000
KAUFMAN MUSIC CENTER


129 W 67TH ST
NEW YORK,NY10023 		  PC UNRESTRICTED 7,500
KIND


125 MAIDEN LANE
NEW YORK,NY10038 		  PC UNRESTRICTED 7,000
LILITH MAGAZINE


119 W 57TH ST STE 1210
NEW YORK,NY10019 		  PC UNRESTRICTED 2,500
LUCY MACKENZIE HUMANE SOCIETY


PO BOX 702
BROWNVILLE,VT05037 		  PC UNRESTRICTED 1,500
LYRIC OPERA OF CHICAGO


20 N WACKER DRIVE STE 860
CHICAGO,IL60606 		  PC UNRESTRICTED 2,000
MAG AMERICA


1776 K ST NW STE 700
WASHINGTON,DC20006 		  PC UNRESTRICTED 3,000
MEMPHIS CENTER FOR REPRODUCTIVE HEA


1726 POPLAR AVE
MEMPHIS,TN38104 		  PC UNRESTRICTED 4,525
MERCY FOR ANIMALS


8033 SUNSET BLVD STE 864
LOS ANGELES,CA90046 		  PC UNRESTRICTED 2,600
MERCY LEANING CENTER


637 PARK AVENUE
BRIDGEPORT,CT06604 		  PC UNRESTRICTED 7,000
MISSION K9 RESCUE


PO BOX 395
NEEDVILLE,TX77461 		  PC UNRESTRICTED 700
MOTE MARINE LABORATORY


1600 KEN THOMPSON PKWY
SARASOTA,FL34236 		  PC UNRESTRICTED 3,000
MUSIC THEATER WORKS


516 4TH ST
WILMETTE,IL60091 		  PC UNRESTRICTED 2,000
NATIONAL NETWORK OF ABORTION FUNDS


9450 SW GEMINI DR PMB 16009
BEAVERTON,OR97008 		  PC FLORIDA ACCESS NETWORK 4,525
NATIONAL OUTDOOR LEADERSHIP SCHOOL


284 LINCOLN STREET
LANDER,WY82520 		  PC UNRESTRICTED 3,000
NETWORK FOR RESPONSIBLE PUBLIC POLI


PO BOX 476
RIDGEWOOD,NJ07451 		  PC UNRESTRICTED 1,000
NEWBERRY LIBRARY


60 W WALTON ST
CHICAGO,IL60610 		  PC UNRESTRICTED 2,000
NEW HAVEN READS


45 BRISTOL ST
NEW HAVEN,CT06511 		  PC UNRESTRICTED 500
NORTHEAST ANIMAL SHELTER


347 HIGHLAND AVE
SALEM,MA01970 		  PC UNRESTRICTED 8,000
NORTH SHORE SOUP KITCHEN


PO BOX 168
GLEN COVE,NY11542 		  PC UNRESTRICTED 6,000
OCEANA


1025 CONNECTICUT AVE NW STE 200
WASHINGTON,DC20036 		  PC UNRESTRICTED 1,960
OCEAN CONSERVANCY


1300 19TH ST NW 8TH FL
WASHINGTON,DC20036 		  PC UNRESTRICTED 11,560
PHYSICIANS FOR RESPONSIBLE MEDICINE


5100 WISCONSIN AVENW STE 400
WASHINGTON,DC20016 		  PC UNRESTRICTED 2,600
PLANNED PARENTHOOD


18 S MICHIGAN AVE
CHICAGO,IL60603 		  PC UNRESTRICTED 11,960
POPULATION CONNECTION


2120 L ST NW STE 500
WASHINGTON,DC20037 		  PC UNRESTRICTED 5,000
PROJECT AWARE FOUNDATION


30151 TOMAS STE 200
RANCHO SANTA MARGARI,CA92688 		  PC UNRESTRICTED 9,000
PROTECT OUR WINTERS


4676 BROADWAY ST
BOULDER,CO80304 		  PC UNRESTRICTED 8,000
RAILS TO TRAILS CONSERVANCY


2121 WARD CT NW 5TH FL
WASHINGTON,DC20037 		  PC UNRESTRICTED 1,960
RAINFOREST ACTION NETWORK


425 BUSH ST
SAN FRANCISCO,CA94108 		  PC UNRESTRICTED 2,600
RAINFOREST FOUNDATION US


1000 DEAN ST STE 430
BROOKLYN,NY11238 		  PC UNRESTRICTED 6,000
READER TO READER


38 WOODSIDE AVE
AMHURST,MA01002 		  PC UNRESTRICTED 1,000
ROCK THE VOTE


1440 G STREET NW
WASHINGTON,DC20005 		  PC UNRESTRICTED 6,750
SEA SHEPARD CONSERVATION


PO BOX 8628
ALEXANDRIA,VA22306 		  PC UNRESTRICTED 2,000
SHELTERS TO SHUTTERS


1921 GALLOWS RD STE 700
VIENNA,VA22182 		  PC UNRESTRICTED 3,920
SIERRA CLUB FOUNDATION


2101 WEBSTER ST 1250
OAKLAND,CA94612 		  PC UNRESTRICTED 4,000
SOI DOG FOUNDATION


167/9 MOO 4
AMPHUR THALANG,PHUKET83110
TH 		  PC UNRESTRICTED 2,600
SOS CHILDRENS' VILLAGE


7600 S PARNELL AVE
CHICAGO,IL60620 		  PC UNRESTRICTED 5,600
SOUTHERN POVERTY LAW CENTER


400 WASHINGTON AVE
MONTGOMERY,AL36104 		  PC UNRESTRICTED 6,500
350ORG


155 WATER ST STE 6
BROOKLYN,NY11201 		  PC UNRESTRICTED 28,640
TWICE BLESSED


45 VT-100
WEST DOVER,VT05356 		  PC UNRESTRICTED 2,000
UNCHAINED AT LAST


208 LENOX AVE 189
WESTFIELD,NJ07090 		  PC UNRESTRICTED 4,500
UNION OF CONCERNED SCIENTISTS


1 N LASALLE ST STE 1904
CHICAGO,IL60602 		  PC UNRESTRICTED 13,920
UNITED COMMUNITY HOUSING COALITION


2727 SECOND AVE STE 313
DETROIT,MI48201 		  PC UNRESTRICTED 3,000
VERMONT INSTITUTE OF NATURAL SCIENC


6565 WOODSTOCK RD
QUECHEE,VT05059 		  PC UNRESTRICTED 2,000
WILD FOUNDATION IWLF


717 POPLAR AVE
BOULDER,CO80304 		  PC UNRESTRICTED 2,000
WILDLIFE CONSERVATION SOCIETY


2300 SOUTHERN BLVD
BRONX,NY10460 		  PC UNRESTRICTED 6,560
WOMEN'S WILDERNESS INSTITUTE


2845 WILDERNESS PL STE 211
BOULDER,CO80301 		  PC UNRESTRICTED 3,000
WORLD VETS


9711 MOLLER DR NW
GIG HARBOR,WA98332 		  PC UNRESTRICTED 2,000
WTTW


5400 N ST LOUIS AVE
CHICAGO,IL60625 		  PC UNRESTRICTED 2,000
YELLOWSTONE TO YUKON CONSEVATION


1350 RAILWAY AVE 200
CANMORE,ALBERTAT1W 1P6
CA 		  PC UNRESTRICTED 8,500
ALLIANCE FOR YOUTH ORGANIZING


915 5TH ST NW
WASHINGTON,DC20001 		  PC UNRESTRICTED 1,750
CORAL RESOTRATION FOUNDATION


5 SEAGATE BLVD
KEY LARGO,FL33037 		  PC UNRESTRICTED 3,000
DOWNTOWN CABERET THEATER CO BRIDGEP


263 GOLDEN HILLS ST
BRIDGEPORT,CT06604 		  PC UNRESTRICTED 5,000
IDAHO CONSERVATION LEAGUE


102 S EUCLID AVE SUITE 207
SANDPOINT,ID83864 		  PC UNRESTRICTED 3,000
TROUT UNLIMITED


PO BOX 2652
ISSAQUAH,WA98027 		  PC UNRESTRICTED 6,000
VOTE NOLA


4930 WASHINGTON AVE
NEW ORLEANS,LA70125 		  PC UNRESTRICTED 1,750
ALZHEIMERS ASSOCIATION


225 N MICHIGAN AVE FLOOR 17
CHICAGO,IL60601 		  PC UNRESTRICTED 28,520
CHILL FOUNDATION


180 QUEEN CITY PARK ROAD
BURLINGTON,VT05401 		  PC UNRESTRICTED 2,000
CHRYSALIS CENTER INC


255 HOMESTEAD AVE
HARTFORD,CT06112 		  PC UNRESTRICTED 7,000
COALITION FOR THE HOMELESS


70 E LAKE ST STE 720
CHICAGO,IL60601 		  PC UNRESTRICTED 5,000
COMMON CAUSE EDUCATION FUND


205 W RANDOLPH ST STE 1220
CHICAGO,IL60606 		  PC UNRESTRICTED 5,000
ECPAT


86 WYCKOFF AVE 609
BROOKLYN,NY11237 		  PC UNRESTRICTED 3,440
HEIFER PROJECT INTERNATIONAL


417 S COMMONWEALTH AVE
AURORA,IL60506 		  PC UNRESTRICTED 6,000
NATIVE AMERICAN RIGHTS FUND


1506 BROADWAY
BOULDER,CO80302 		  PC UNRESTRICTED 4,000
NATIONAL YIDDISH BOOK CENTER


1021 WEST STREET
AMHERST,MA01002 		  PC UNRESTRICTED 14,000
READ TO GROW


53 SCHOOL GROUND RD
BRANFORD,CT06405 		  PC UNRESTRICTED 500
RED ROVER


PO BOX 188890
SACRAMENTO,CA95818 		  PC UNRESTRICTED 1,000
TETON REGIONAL LAND TRUST


PO BOX 247
DRIGGS,ID83422 		  PC UNRESTRICTED 3,500
SPOKANE RIVER KEEPERS


35 W MAIN AVE STE 300
SPOKANE,WA99201 		  PC UNRESTRICTED 2,000
WESTERN RIVERS CONSERVANCY


71 SW OAK STREET STE 100
PORTLAND,OR97204 		  PC UNRESTRICTED 2,200
DIRECT RELIEF


6100 WALLACE BECKNELL ROAD
SANTA BARBARA,CA93117 		  PC UNRESTRICTED 2,000
ENDOMETRIOSIS RESEARCH CENTER


630 IBIS DRIVE
DELRAY BEACH,FL33444 		  PC UNRESTRICTED 8,000
FREEDOM OF THE PRESS FOUNDATION


49 FLATBUSH AVE 1017
BROOKLYN,NY11217 		  PC UNRESTRICTED 5,600
NATIONAL TRUST FOR LOCAL NEWS


405 WAKTHAM STREE 319
LEXINGTON,MA02421 		  PC UNRESTRICTED 1,000
NORTHWEST ABORTION ACCESS FUND


4325 COMMERCE ST SUITE 111-433
EUGENE,OR97402 		  PC UNRESTRICTED 3,200
SPERTUS INSTITUTE


610 S MICHIGAN AVE
CHICAGO,IL60605 		  PC UNRESTRICTED 3,200
UNITED STATES ASSOCIATION FOR UNHCR


1310 L ST NW STE 450
WASHINGTON,DC20005 		  PC UKRAINE RELIEF 2,000
WOMEN IN FILM


4221 WILSHIRE BLVD SUITE 101
LOS ANGELAS,CA90010 		  PC UNRESTICTED 4,200
WORLD CENTRAL KITCHEN


200 MASSACHUSETTS AVE NW
WASHINGTON,DC20001 		  PC UKRAINE RELIEF 5,000
ALLEY CAT RESCUE INC


PO BOX 585
MOUNT RAINIER,MD20712 		  PC UNRESTRICTED 6,000
AMAZON WATCH


520 3RD STREET SUITE 108
OAKLAND,CA94607 		  PC UNRESTRICTED 2,000
AMERICAN FRIENDS OF BAR ILAN RACKMA


160 E 56TH STREET SUITE 108
OAKLAND,CA94607 		  PC UNRESTRICTED 14,000
ASIAN AMERICANS ADVANCING JUSTICE


1620 L STREET NW
WASHINGTON,DC20036 		  PC UNRESTRICTED 5,000
BIODIVERSITY OF A LIVABLE CLIMATE


PO BOX 390469
CAMBRIDGE,MA02139 		  PC UNRESTRICTED 2,000
BLACK VOTES MATTER


PO BOX 7444
CAROL STREAM,IL60197 		  PC UNRESTRICTED 1,750
NATIONAL BREAST CANCER FOUNDATION


PO BOX 676910
DALLAS,TX75267 		  PC UNRESTRICTED 4,500
BUTTERFIELD LIBRARY


3535 US 5
WESTMINSTER,VT05158 		  GOV UNRESTRICTED 1,960
CHARITY NAVIGATOR


299 MARKET STREET SUITE 250
SADDLE BROOK,NJ07663 		  PC UNRESTRICTED 400
CHARTER OAK CULTURAL CENTER


21 CHARTER OAK AVE
HARTFORD,CT06106 		  PC UNRESTRICTED 4,000
COVENANT HOUSE CHICAGO


2934 W LAKE ST
CHICAGO,IL60612 		  PC UNRESTRICTED 6,000
DOCTORS WITHOUT BORDERS


40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		  PC UNRESTRICTED 15,600
ELIZABETH BLACKWELL CENTER


3635 OLENTANGY RIVER RD
COLUMBUS,OH43214 		  PC UNRESTRICTED 3,440
EVERYTOWN FOR GUN SAFETY


PO BOX 3886
NEW YORK,NY10163 		  PC UNRESTRICTED 6,000
FEEDING AMERICA


161 N CLARK ST SUITE 700
CHICAGO,IL60601 		  PC UNRESTRICTED 10,000
HADASSAH


40 WALL STREET
NEW YORK,NY10005 		  PC UNRESTRICTED 14,000
HUMANE URBAN GROUP


PO BOX 4025
BREAT NECK,NY11023 		  PC UNRESTRICTED 6,000
ISRA AID


PO BOX 61227
PALO ALTO,CA94306 		  PC UNRESTRICTED 1,000
JEWISH THEOLOGICAL SEMINARY


3080 BROADWAY
NEW YORK,NY10027 		  PC UNRESTRICTED 14,000
JUSTICE THROUGH EMPOWERMENT NETWORK


PO BOX 2622
SIOUX FALLS,SD57101 		  PC UNRESTRICTED 4,525
KENTUCKY HEALTH JUSTICE NETWORK INC


PO BOX 4761
LOUISVILLE,KY40204 		  PC UNRESTRICTED 4,525
LUCKY DOG RESCUE


75 ELM ACRES DR
FOND DU LAC,WI54935 		  PC UNRESTRICTED 8,550
MICHIGAN ANTI-CRUELTY SOCIETY


13569 JOSEPH CAMPAU AVE
DETROIT,MI48212 		  PC UNRESTRICTED 1,000
NATIONAL NETWORK OF ABORTION FUNDS


9450 SW GEMINI DR PMB 16009
BEAVERTON,OR97008 		  PC RESTRICTED TO MISSISSIPPI REPRODUCTIVE FREEDOM FUND 4,525
MONTANA ABORTION ACCESS FUND


PO BOX 11757
BOZEMAN,MT59719 		  PC UNRESTRICTED 4,525
NATIONAL COUNCIL OF JEWISH WOMEN


5 REVERVE DRIVE SUITE 200
NORTHBROOK,IL60062 		  PC ABORTION ACCESS FUND 7,000
NATIONAL COUNCIL OF JEWISH WOMEN


5 REVERVE DRIVE SUITE 200
NORTHBROOK,IL60062 		  PC UNRESTRICTED 7,000
NATIONAL RESOURCES DEFENCE COUNCIL


40 W 20TH STREET 11TH FLOOR
NEW YORK,NY10011 		  PC UNRESTRICTED 13,000
NEWARK WATER COALITION


311 CLINTON AVE
NEWARK,NJ07108 		  PC MUNSTERPRENEUR INITIATIVE 2,800
ONE ACRE FUND


2070 GREEN BAY ROAD 183
HIGHLAND PARK,IL60035 		  PC UNRESTRICTED 2,000
ONE VOICE MISSISSIPPI


1072 JOHN R LYNCH ST
JACKSON,MS39203 		  PC UNRESTRICTED 3,000
PEN AMERICA


120 BROADWAY 26 FLOOR NORTH
NEW YORK,NY10271 		  PC UNRESTRICTED 1,000
PHILABUNDANCE


3616 SOUTH GALLOWAY STREET
PHILIDELPHIA,PA19148 		  PC UNRESTRICTED 6,000
POTOMAC CONCERVANCY


962 WAYNE AVE
SILVER SPRING,MD20910 		  PC UNRESTRICTED 6,000
ANGELS OF LIGHT


28 FRONT STREET
MILLBROOK,NY12545 		  PC UNRESTRICTED 5,880
SAVE THE REDWOODS LEAGUE


111 SUTTER STREET 11 FLOOR
SAN FRANCISCO,CA94104 		  PC UNRESTRICTED 5,880
SOUTHWEST MONTANA MOUNTAIN BIKING A


PO BOX 1855
BOZEMAN,MT59771 		  PC UNRESTRICTED 1,000
TETON WILDLIFE REHABILITATION CENTE


PO BOX 885
VICTOR,ID83455 		  PC UNRESTRICTED 3,500
THIRD MILLENIUM ALLIANCE


36900 BODILY AVE
FREEMONT,CA94536 		  PC UNRESTRICTED 1,000
USGBC


PO BOX 404296
ATLANTA,GA30384 		  PC DETROIT REGION 4,000
WBAI PACIFICA


388 ATLANTIC AVE
BROOKLYN,NY11217 		  PC UNRESTRICTED 10,000
WOLF CONSERVATION CENTER


7 BUCK RUN STREET
SOUTH SALEM,NY10590 		  PC UNRESTRICTED 2,000
YELLOWHAMMER FUND


PO BOX 610250
BIRMINGHAM,AL35261 		  PC UNRESTRICTED 4,525
Total .................................right arrow 3a 799,675
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 ........... 		    14 19,428  
4 Dividends and interest from securities ....     14 125,987  
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 15,457  
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) ..   160,872  
13Total. Add line 12, columns (b), (d), and (e)..................
13
160,872
(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: 23017517
Software Version: 2023v5.0


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
FRANKLIN PHILANTHROPIC FOUNDATION
 
Employer identification number

36-3668125
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
FRANKLIN PHILANTHROPIC FOUNDATION
  		Employer identification number
36-3668125
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MORRIS F GOODMAN
1508 HINMAN AVENUE UNIT 8B
 
EVANSTON, IL60201

$ 900,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
FRANKLIN PHILANTHROPIC FOUNDATION
  		Employer identification number

36-3668125
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
FRANKLIN PHILANTHROPIC FOUNDATION
  		Employer identification number

36-3668125
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.0

TY 2023 AccountingFeesSchedule
Name:
FRANKLIN PHILANTHROPIC FOUNDATION
EIN:
36-3668125
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 8,170 0 0 0

TY 2023 CompensationExplanation
Name:
FRANKLIN PHILANTHROPIC FOUNDATION
EIN:
36-3668125
Software ID:
23017517
Software Version:
2023v5.0
Person Name Explanation
DAVID MABIE ALL AMOUNTS WERE PAID TO CHICAGO CAPITAL LLC FOR INVESTMENT SERVICES. CHICAGO CAPITAL LLC IS MORE THAN 35% OWNED BY DAVID MABIE
RANDALL ROMEI ALL AMOUNTS WERE PAID TO ASHCRAFT & ASHCRAFT LTD FOR LEGAL AND OTHER PROFESSIONAL SERVICES. ASHCRAFT & ASHCRAFT LTD IS MORE THAN 35% OWNED BY RANDALL ROMEI.

TY 2023 ContractorCompensationExpln
Name:
FRANKLIN PHILANTHROPIC FOUNDATION
EIN:
36-3668125
Software ID:
23017517
Software Version:
2023v5.0
Contractor Explanation
ASHCRAFT & ASHCRAFT LTD LEGAL AND OTHER PROFESSIONAL FEES PAID TO ASHCRAFT & ASHCRAFT LTD ARE INCLUDED IN PART VII AMOUNTS PAID TO RANDALL ROMEI SINCE ASHCRAFT & ASHCRAFT LTD IS MORE THAN 35% OWNED BY RANDALL ROMEI.
CHICAGO CAPITAL LLC INVESTMENT SERVICE FEES PAID TO CHICAGO CAPITAL LLC ARE INCLUDED IN PART VII AMOUNTS PAID TO DAVID MABIE SINCE CHICAGO CAPITAL LLC IS MORE THAN 35% OWNED BY DAVID MABIE.

TY 2023 InvestmentsCorpStockSchedule
Name:
FRANKLIN PHILANTHROPIC FOUNDATION
EIN:
36-3668125
Software ID:
23017517
Software Version:
2023v5.0
Name of Stock End of Year Book Value End of Year Fair Market Value
KORNIT DIGITAL LTD 244,473 217,236
ALBIREO PHARMA INC    
ALPHABET INC 112,387 352,019
AMAZON.COM 85,444 392,461
APPLE INC 7,159 191,567
BLACKLINE INC 115,747 178,391
COSTCO WHOLESALE CORP 55,999 196,044
COSTAR GROUP INC 97,458 304,467
DEXCOM INC 32,113 367,306
DYNAVAX TECHNOLOGIES CORP 97,000 331,256
EDWARDS LIFESCIENCES CORP 28,232 72,209
IDEX LABORATORIES INC 13,443 155,969
INTERCONTINENTAL EXCHANGE INC 47,107 282,546
LOWES COMPANIES INC 24,074 153,337
PAYPAL HOLDINGS INC    
PROGRESSIVE CORP 144,739 262,653
QUINSTREET INC    
SVB FINL GROUP    
SALESFORCE.COM 39,853 301,558
TANDEM DIABETES CARE INC 317,596 221,377
TARGET CORP    
VEEVA SYSTEMS INC CL A 30,448 202,339
VISA INC 20,367 260,610
WORKDAY INC 111,402 305,598
ZOETIS INC 129,377 272,173
GUARDANT HEALTH INC    
LIGAND PHARMACEUTICALS INC 310,299 261,754
TAIWAN SEMICONDUCTOR MANUFACTURING 128,375 225,680
CONCENSUS CLOUD SOLUTIONS INC    
LITHIA MTRS INC 613,217 773,149
ASML HOLDING NV EURO 108,195 123,378
DOUBLEVERIFY HOLDINGS INC 293,666 405,463
GLOBAL PAYMENTS INC    
INTUIT INC 281,266 444,396
OMNIAB INC 88,616 156,416
TRANSDIGM GROUP INC 117,299 226,598
TERADATA CORP 247,316 302,830
META PLATFORMS INC CLASS A 230,599 379,799
INSULET CORP 162,062 204,829
NETFLIX INC 245,273 354,936
NVIDIA CORP 142,243 145,595
SERVICENOW INC 150,062 284,716
STRYKER CORP 207,774 244,060
THERMO FISCHER SCIENTIFIC 239,455 244,694

TY 2023 InvestmentsGovtObligationsSch
Name:
FRANKLIN PHILANTHROPIC FOUNDATION
EIN:
36-3668125
Software ID:
23017517
Software Version:
2023v5.0
US Government Securities - End of Year Book Value:

3,882,318
US Government Securities - End of Year Fair Market Value:

3,675,810
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
FRANKLIN PHILANTHROPIC FOUNDATION
EIN:
36-3668125
Software ID:
23017517
Software Version:
2023v5.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DISCOVER BK CD 3.3% AT COST 311,405 291,204

TY 2023 OtherExpensesSchedule
Name:
FRANKLIN PHILANTHROPIC FOUNDATION
EIN:
36-3668125
Software ID:
23017517
Software Version:
2023v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE AND OTHER FEES 2,330      
PRIOR YEAR CONTRIBUTION RETURNED -4,479     -4,479
TRAVEL AND MEETING EXPENSES 49,962