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
JOE & CINDY GOLDBERG FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)130 RENEES WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GUILFORD, CT06437
A Employer identification number

45-5388089
B Telephone number (see instructions)

(203) 457-0555
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$2,566,350J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 91,844 91,844 91,844
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19
b Gross sales price for all assets on line 6a 39
7 Capital gain net income (from Part IV, line 2)... 19
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,301    
12 Total. Add lines 1 through 11........ 101,164 91,863 91,844
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
2,450      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
119      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,977      
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
66      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,612 0   0
25 Contributions, gifts, grants paid....... 124,250 124,250
26 Total expenses and disbursements. Add lines 24 and 25 129,862 0   124,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -28,698
b Net investment income (if negative, enter -0-) 91,863
c Adjusted net income (if negative, enter -0-)... 91,844
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............. 2,997 5,078 5,078
2 Savings and temporary cash investments......... 72,335 32,180 32,180
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)      
b Investments—corporate stock (attach schedule)....... 230,339 230,281 394,077
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).......... 1,888,097 1,892,218 2,135,015
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) 2,193,768 2,159,757 2,566,350
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,193,768 2,159,757
29 Total net assets or fund balances (see instructions)..... 2,193,768 2,159,757
30 Total liabilities and net assets/fund balances (see instructions). 2,193,768 2,159,757
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
2,193,768
2
Enter amount from Part I, line 27a .....................
2
-28,698
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,165,070
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,313
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,159,757
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 .6667 GE HEALTHCARE TECHNOLOGIES INC P 1990-09-18 2023-01-06
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 39   20 19
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       19
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 19
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,277
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 1,277
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 1,277
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,400
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 2,400
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 1,123
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,123 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
 
No
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 arrowCT
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 arrowJOE GOLDBERG Telephone no.right arrow (203) 457-0555

Located atright arrow130 RENEES WAYGUILFORDCT ZIP+4right arrow06437
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
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
JOSEPH M GOLDBERG President/Treas
3.00 		0    
130 RENEES WAY
GUILFORD,CT06437
CYNTHIA C GOLDBERG V. Pres./Sec.
0.00 		0    
130 RENEES WAY
GUILFORD,CT06437
AMY HEALY Director
0.00 		0    
POND VIEW CIRCLE
GUILFORD,CT06437
MELISSA A GOLDBERG Director
0.00 		0    
130 RENEES WAY
GUILFORD,CT06437
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
NONE
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
2,448,678
b
Average of monthly cash balances.......................
1b
69,003
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,517,681
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
2,517,681
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
37,765
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,479,916
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
123,996
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
123,996
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,277
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,277
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
122,719
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
122,719
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
122,719
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
124,250
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
124,250
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 7 122,719
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...... 6,910
b From 2019...... 3,528
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 10,438
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 124,250
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..... 122,719
e Remaining amount distributed out of corpus 1,531
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 11,969
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) ... 		6,910
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		5,059
10 Analysis of line 9:
a Excess from 2019.... 3,528
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 1,531
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).)
JOSEPH M GOLDBERG
CYNTHIA C GOLDBERG
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
GUILFORD LAND CONSERVATION TRUST


PO BOX 200
GUILFORD,CT06437 		None PC SUPPORT ACQUISITION & PROTECTION OF OPEN SPACE IN GUILFORD, CT 1,000
SHORELINE GREENWAY TRAIL


PO BOX 148
BRANFORD,CT06405 		None PC HELP CREATE RECREATIONAL TRAILS ON THE SHORELINE 500
GUILFORD VOLUNTEER FIRE DEPT


390 CHURCH STREET
GUILFORD,CT06437 		None PC SUPPORT VOLUNTEER FIRE DEPT PROGRAMS 250
CONNECTICUT FOOD BANK


PO BOX 8686
NEW HAVEN,CT06531 		None PC ASSIST IN FEEDING THE STATE'S HUNGRY 3,000
GUILFORD FREE LIBRARY


67 PARK STREET
GUILFORD,CT06437 		None PC FUNDING TO BUY BOOKS & MATERIALS FOR THE LIBRARY 1,000
GUILFORD A BETTER CHANCE PROGRAM


PO BOX 140
GUILFORD,CT06437 		None PC PROVIDE OPPORTUNITY TO WOMEN OF COLOR TO ATTEND GUILFORD HIGH SCHOOL 1,200
READ TO GROW


53 SCHOOL GROUND RD UNIT 3
BRANFORD,CT06405 		None PC BOOKS AND READING PROGRAMS FOR CHILDREN AND FAMILIES 500
MUSEUM OF JEWISH HERITAGE


36 BATTERY PLACE
NEW YORK,NY10280 		None PC SUPPORT EDUCATION PROGRAMS ABOUT THE HOLOCAUST 500
ANTI DEFAMATION LEAGUE


605 THIRD AVENUE
NEW YORK,NY10158 		None PC FIGHT IGNORANCE AND PREJUDICE 1,000
MYSTIC SEAPORT


PO BOX 6000
MYSTIC,CT06355 		None PC SUPPORT THE MISSION OF MYSTIC SEAPORT MUSEUM 500
CONNECTICUT PUBLIC BROADCASTING NET


1049 ASYLUM AVE
HARTFORD,CT06105 		None PC SUPPORT CT PUBLIC TV AND RADIO PROGRAMS 250
GUILFORD YOUTH MENTORING


605 NEW ENGLAND RD
GUILFORD,CT06437 		None PC SUPPORT IN-SCHOOL MENTORING PROGRAMS IN GUILFORD, CT 500
GUILFORD COMMUNITY FUND


PO BOX 271
GUILFORD,CT06437 		None PC ANNUAL CAMPAIGN TO HELP SUPPORT 20 LOCAL NON-PROFIT ORGANIZATIONS 3,000
THE DUDLEY FOUNDATION


ROUTE 77
GUILFORD,CT06437 		None PF PRESERVATION OF HISTORIC FARM BUILDINGS AND SUPPORT PROGRAMS 500
BIKES FOR KIDS


PO BOX 94
CENTERBROOK,CT06409 		None PC ACQUIRE & REPAIR BIKES FOR NEEDY CHILDREN 500
SARAH FOUNDATION


246 GOOSE LAND 104
GUILFORD,CT06437 		None PC SUPPORT PEOPLE LIVING WITH INTELLECTUAL DISABILITIES. 500
NEW BRITIAN MUSEUM OF FINE ARTS


56 LEXINGTON STREET
NEW BRITIAN,CT06052 		None PC SUPPORT OPERATING BUDGET OF THE MUSEUM. 250
COMMITTEE ON TEMPORARY SHELTER


PO BOX 1616
BURLINGTON,VT05402 		None PC PROVIDE SHELTER & PROGRAMS FOR HOMELESS FAMILIES 500
WARM THE CHILDREN-MADISON ROTARY


PO BOX 335
MADISON,CT06443 		None PC BUY WINTER CLOTHING FOR SHORELINE CHILDREN IN NEED 500
LEAP - NH


31 JEFFERSON STREET
NEW HAVEN,CT06511 		None PC TUTORING AND LEADERSHIP DEVELOPMENT FOR STUDENTS 1,500
CONNECTICUT CHILDRENS MEDICAL CENTE


282 WASHINGTON STREET
HARTFORD,CT06106 		None PC SUPPORT CHILDRENS HOSPITAL PROGRAMS 2,000
SHORELINE ARTS ALLIANCE


725 BOSTON POST POAD
GUILFORD,CT06437 		None PC SUPPORT ARTS & CULTURAL ACTIVITIES FOR PEOPLE OF ALL AGES 500
FRIENDS OF GUILFORD PUBLIC LIBRARY


67 PARK STREET
GUILFORD,CT06437 		None PC TO SUPPORT LIBRARY PROGRAMS 500
GUILFORD FOUNDATION


44 BOSTON STREET
GUILFORD,CT06437 		None PC SUPPORT YOUTH ADVISORY GROUP PROGRAMS 18,000
GUILFORD FUND FOR EDUCATION


800 VILLAGE WALK 269
GUILFORD,CT06437 		None PC FUND GRANTS FOR TEACHERS AND NON-PROFIT ORGANIZATIONS 1,300
GUILFORD ART CENTER


411 CHURCH STREET
GUILFORD,CT06437 		None PC SUPPORT OF THE ARTS THROUGH COMMUNITY OUTREACH PROGRAMS 3,000
MARRAKECH INC


6 LUNAR DRIVE
WOODBRIDGE,CT06525 		None PC SUPPORT PROGRAMS FOR PERSONS WITH DISABILITIES 1,000
GUILFORD WELFARE GIFT FUND


263 CHURCH STREET
GUILFORD,CT06437 		None PC SUPPORT FAMILIES IN NEED IN GUILFORD, CT 1,000
BIRTHRIGHT ISRAEL FOUNDATION


PO BOX 5892
HICKSVILLE,NY11802 		None PC OFFERS YOUNG ADULTS A LIFE CHANGING TRIP TO ISRAEL 500
CROHNS COLITIS FOUNDATION OF AMERIC


386 PARK AVE SOUTH 14TH FLOOR
NEW YORK,NY10016 		None PC RESEARCH, EDUCATION AND PATIENT SUPPORT 500
CONNECTICUT SCIENCE CENTER


250 COLUMBUS BLVD
HARTFORD,CT06103 		None PC SUPPORT PROGRAMS FOR CHILDERN 500
MEALS ON WHEELS


310 STATE STREET UNIT 200
GUILFORD,CT06437 		None PC ASSIST GUILFORD RESIDENTS IN NEED 1,500
JCC CAMP SCHOLARSHIP FUND


360 AMITY ROAD
WOODBRIDGE,CT06525 		None PC PROVIDES SCHOLARSHIPS TO SEND CHILDREN TO SUMMER CAMP. 2,000
JEWISH FAMILY SERVICES OF NEW HAVEN


1440 WHALLEY AVENUE
NEW HAVEN,CT06515 		None PC PROVIDE SOCIAL AND HUMAN SERVICES THROUGHOUT THE GREATER NEW HAVEN AREA. 1,000
LITERACY VOLUTEERS OF VALLEY SHORE


PO BOX 1006
WESTBROOK,CT06498 		None PC SUPPORT PROGRAMS FOR TUTORING OF LITERACY PROGRAMS 500
ST JUDE'S RESEARCH HOSPITAL


PO BOX 50
MEMPHIS,TN38101 		None PC WORKING TO CURE NEUROBLASTOMA AND OTHER CHILDHOOD CANCERS 500
THE CONNECTICUT HOSPICE


100 DOUBLE BEACH ROAD
BRANFORD,CT06405 		None PC SUPPORTS INPATIENT & HOME CARE FOR THE DYING WITH DIGNITY 500
THE COVE


250 POMEROY AVENUE STE 107
MERIDEN,CT06450 		None PC PROGAMS THAT SUPPORT GRIEVING CHILDREN 2,500
COLUMBUS HOUSE


586 ELLA GRASSO BLVD
NEW HAVEN,CT06519 		None PC PROVIDE SHELTER TO THE HOMELESS AND THOSE AT RISK OF BEING HOMELESS 1,000
AMERICAN DIABETES ASSOCIATION


PO BOX
MERRIFIELD,VA22116 		None PC GENERAL USE 500
BOSTON UNIVERSITY


395 COMMONWEALTH AVE SUITE 700
BOSTON,MA02215 		None PC GENERAL USE 2,500
GOODSPEED OPERA HOUSE FOUNDATION


6 MAIN STREET
EAST HADDAM,CT06423 		None PC GENERAL USE 300
LONG WHARF THEATRE


222 SARGENT DRIVE
NEW HAVEN,CT06511 		None PC GENERAL USE 500
MAURO-SHERIDAN SCHOOL NEW HAVEN


191 FOUNTAIN STREET
NEW HAVEN,CT06515 		None PC GENERAL USE 2,000
THE HYLAND HOUSE MUSEUM


PO BOX 229
GUILFORD,CT06437 		None PC GENERAL USE 1,000
THIRTEEN


PO BOX 1313
NEW YORK,NY10102 		None PC GENERAL USE 200
VALLEY SHORE YMCA


201 SPENCER PLAINS ROAD
WESTBROOK,CT06498 		None PC GENERAL USE 250
GUILFORD FOOD BANK


310 STATE STREET UNIT 200
GUILFORD,CT06437 		None PC ASSIST IN FEEDING THE HUNGRY 1,500
SHORELINE SOUP KITCHENS


P O BOX 804
ESSEX,CT06426 		None PC PROVIDES FOOD AND FELLOWSHIP TO THOSE IN NEED 2,000
RAISE THE ROOF


P O BOX 916
MADISON,CT06443 		None PC HELPS BUILD HOMES FOR FAMILIES 250
THE FAULKNER'S LIGHT BRIGADE


P O BOX 444
GUILFORD,CT06437 		None PC CARE EDUCATION AND PRESERVATION OF THE ISLAND AND ITS LIGHTHOUSE 250
CAPA THE SHUBERT THEATER


247 COLLEGE STREET
NEW HAVEN,CT06510 		None PC Present and produce artistic programming of the highest quality to serve and educate diverse audiences and feature renowned artists of all cultures. 1,000
CLOSER TO FREE YALE NH HOSPITAL


PO BOX 1849
NEW HAVEN,CT06508 		None PC YALE NEW HAVEN HEALTH IS COMMITTED TO INNOVATION AND EXCELLENCE IN PATIENT CARE, TEACHING, RESEARCH AND SERVICE TO OUR COMMUNITIES. 1,500
GUILFORD KEEPING SOCIETY


PO BOX 363
GUILFORD,CT06437 		None PC Collects, preserves and shares the history and heritage of Guilford, Connecticut for present and future generations. 500
HORIZONS AT FOOTE


50 LOOMIS PLACE
NEW HAVEN,CT06511 		None PC Independently run summer programs held on the campuses of independent schools and colleges across the country. 1,000
NATIONAL SEPTEMBER 11 MEMORIAL MUSE


180 GREENWICH STREET
NEW YORK,NY10007 		None PC EDUCATE AND COMMEMORATE THE ATTACK OF 9/11. 500
SAINT MICHAEL'S COLLEGE


ONE WINOOSKI PARK
COLCHESTER,VT05439 		None PC To educate the next generation of students who will innovate, lead from service and grow our communities. 1,000
SPECIAL OLYMPICS CONNECTICUT


2666 STATE STREET SUITE 1
HAMDEN,CT06517 		None PC Inspiring inclusion, understanding, and respect for people of all abilities. PROMOTING A healthy lifestyle, athletic and social skills and improving self-esteem. 500
UNITED STATES HOLOCAUSE MEMORIAL MU


100 RAOUL WALLENBER PLACE SW
WASHINGTON,DC20024 		None PC RescuING Holocaust evidence, confront hatred, and prevent genocide. 2,500
YAG GUILFORD FOUNDATION


44 BOSTON STREET
GUILFORD,CT06437 		None PC Enabling donors to contribute to the projects and efforts in our community that they care about the most. 2,500
APOSTLE IMMIGRATION SERVICES


81 SALTONSTALL AVE
NEW HAVEN,CT06513 		None PC SUPPORT IMMIGRANTS IN IMPROVING THEIR EDUCATIONAL SKILLS 1,000
DIAPER BANK


PO BOX 9017
NEW HAVEN,CT06532 		None PC DISTRIBUTES DIAPERS TO FAMILIES IN NEED IN CT 1,000
NEW YORK BOTANICAL GARDENS


2900 SOUTHERN BOULEVARD
BRONX,NY10458 		None PC SUPPORT EDUCATION PROGRAMS IN HORTICULTURE AND PLANT SCIENCE 250
HOLE IN THE WALL GANG CAMP


565 ASHFORD CENTER ROAD
ASHFORD,CT06278 		None PC PROVIDE FUDING FOR PROGRAMS FOR SERIOUSLY ILL CHIDREN AND THEIR FAMILIES 1,000
ROOTS 4 RELIEF


54 HUCKLEBERRY CT
GUILFORD,CT06437 		None PC GENERAL USE 1,000
ZINN EDUCATION PROJECT


PO BOX 73038
WASHINGTON,DC20056 		None PC GENERAL USE 2,500
CURE RARE DISEASE


1575 TREMONT STREET 1107
BOSTON,MA02120 		None PC GENERAL USE 1,000
DOMUS KIDS INC


83 LOCKWOOD AVENUE
STAMFORD,CT06902 		None PC GENERAL USE 500
NAMI OF CONNECTICUT INC


576 FARMINGTON AVENUE
HARTFORD,CT06105 		None PC GENERAL USE 1,000
SANDY HOOK PROMISE FOUNDATION


PO BOX 3489
NEWTOWN,CT06470 		None PC GENERAL USE 1,000
NETWORK FOR GOOD INC


1140 CONNECTICUT AVENUE NW NO 700
WASHINGTON,DC20036 		None PC GENERAL USE 50
A PLACE CALLED HOPE


154 POND MEADOW RD
KILLINGWORTH,CT06419 		None PC GENERAL USE 500
DOWNTOWN EVENING SOUP KITCHEN


311 TEMPLE STREET
NEW HAVEN,CT06511 		None PC GENERAL USE 2,000
ETHAN MILLER SONG FOUNDATION


800 VILLAGE WALK 131
GUILFORD,CT06437 		None PC GENERAL USE 1,500
TENEMENT MUSEUM


103 ORCHARD STEEET
NEW YORK,NY10002 		None PC GENERAL USE 250
JDRF


200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		None PC GENERAL USE 500
TOY CLOSET YALE NEW HAVEN HOSPITAL


20 YORK STREET
NEW HAVEN,CT06510 		None PC GENERAL USE 500
GAVIN CARLISLE SCHOLARSHIP FUND


52 FAIRY DELL RD
CLINTON,CT06413 		None PC SUPPORT THE GAVIN CARLISLE SCHOLARSHIP AWARD TO A SR. AT MORGAN HIGH SCHOOL IN CLINTON, CT 500
JEWISH COMMUNITY ALLIANCE FOR REFUG


360 AMITY RD
WOODBRIDGE,CT06525 		None PC HELPING TO WELCOME REFUGEE FAMILIES TO THE NEW HAVEN AREA 1,500
MOVE TO HEAL


45 NE INDUSTRIAL RD
BRANFORD,CT06405 		None PC HELPS PEOPLE IN RECOVERY WITH HEALTH LIFE ACTIVITIES IN A GROUP BASED ENVIRONMENT 1,000
BRIAN DAGLE FOUNDATON


5 RIVERHEAD LANE
EAST LYME,CT06333 		None PF DEDICATED TO HEALING GREIVING ADULTS & COMMUNITY EDUCATION ON SUICIDE PREVENTION. 100
CHARITY NAVIGATOR


299 MARKET ST STE 250
SADDLE BROOK,NJ07663 		None PC Gives donors information to make informed, impactful philanthropic choices. 250
COMMON CAUSE EDUCATION FUND


805 15TH STREET NW SUITE 800
WASHINGTON,DC20005 		None PC Supports national, state, and local efforts to strengthen our democracy. 500
INTEGRATED REFUGEE IMMIGRATION SVCS


235 NICOLL ST
NEW HAVEN,CT06511 		None PC Support & services for Refugee families who arrive from overseas. 1,000
NATIONAL IMMIGRATION LAW CENTER


3450 WILSHIRE BLVD BOX 108-62
LOS ANGELES,CA90010 		None PC Dedicated todefending and advancing the rights of immigrants with low income. 500
NATIONAL WOMEN'S LAW CENTER


11 DUPONT CIRCLE NW SUITE 800
WASHINGTON,DC20036 		None PC Fights for gender justicein the courts, in public policy 500
WORLD WILDLIFE FUND INC


1250 24TH ST NW
WASHINGTON,DC20037 		None PC Funds to protect wildlife and their habitats and advocating for conservation. 500
TEMPLE ISRAEL WESTPORT


14 COLEYTOWN RD
WESTPORT,CT06880 		None PC Funding for youth Music and Drama Programs. 1,000
COMMUNITY FOUNDATION FOR GREATER NE


70 AUDUBON ST
NEW HAVEN,CT06510 		None PF Support community endowment. 2,000
ALIGHT


PO BOX 1002
MINNEAPOLIS,MN55480 		  PC For refugees and displaced people across the globe. 2,000
CAROLINE'S ROOM FUND


70 AUDOBON ST
NEW HAVEN,CT06510 		  PC Support fund to ease the trauma of families in NICU at Yale New Haven Hospital. 10,000
CENTRAL SYNAGOGUE


123 EAST 55TH ST
NEW YORK,NY10022 		  PC To support the Central Synagogue community. 1,000
CMHC FOUNDATION CT MENTAL HEALTH CE


24 PARK ST SUITE 144
NEW HAVEN,CT06519 		  PC Helping those with mentl health & substance abuse disorders. 500
SOUND LIFE CONNECTIONS INC


116 WHITFIELD ST
GUILFORD,CT06437 		  PC To help people with disabilities by providing social skills and life skills instruction. 2,500
STARSHIP DANCE STUDIO


1262 ROUTE 80
GUILFORD,CT06437 		  PC Supporting dance theater for people of all ages through workshops, performances and an annual scholarship. 1,000
THE LEGACY THEATRE


128 THIMBLE ISLAND RD
BRANFORD,CT06405 		  PC Provide the operating and programmatic funding needed for this theater. 250
JDC


220 E 42ND ST SUITE 400
NEW YORK,NY10017 		  PC Provide finding for humaitarian efforts in Israel. 500
THE JEWISH FEDERATION OF GREATER NE


360 AMITY RD
WOODBRIDGE,CT06525 		  PC We are a community-driven organization committed to taking care of the needs of the Jewish People in Greater New Haven, in Israel, and worldwide. 2,000
MEGEN DAVID ADOM


20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		  PC Support paramedics, EMTS, 1st responders who treat injured people in Isreal. 500
CROW


3883 Sanibel Captiva Rd
SANIBEL,FL33957 		  PC Education center dedicated to saving wildlife through state-of-the-art veterinary care, research, education, and conservation medicine. 100
GAVIN FRIENDS FOUNDATION


246 Goose Lane Suite 104
GUILFORD,CT06437 		  PC Day program for adults with disabilities. 1,000
Total .................................right arrow 3a 124,250
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 91,844  
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 .....     14 9,301  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 19  
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) ..   101,164  
13Total. Add line 12, columns (b), (d), and (e)..................
13
101,164
(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: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
JOE & CINDY GOLDBERG FAMILY
 
FOUNDATION INC
EIN:
45-5388089
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,450 0 0 0

TY 2023 OtherDecreasesSchedule
Name:
JOE & CINDY GOLDBERG FAMILY
 
FOUNDATION INC
EIN:
45-5388089
Software ID:
23017517
Software Version:
2023v5.1
Description Amount
ADJUSTMENT TO CARRYING COST OF SECURITIES 5,313


TY 2023 OtherExpensesSchedule
Name:
JOE & CINDY GOLDBERG FAMILY
 
FOUNDATION INC
EIN:
45-5388089
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
POSTAGE 66      


TY 2023 OtherIncomeSchedule2
Name:
JOE & CINDY GOLDBERG FAMILY
 
FOUNDATION INC
EIN:
45-5388089
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 9,301    


TY 2023 OtherProfessionalFeesSchedule
Name:
JOE & CINDY GOLDBERG FAMILY
 
FOUNDATION INC
EIN:
45-5388089
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISOR FEE 119 0 0 0


TY 2023 TaxesSchedule
Name:
JOE & CINDY GOLDBERG FAMILY
 
FOUNDATION INC
EIN:
45-5388089
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX PAID 2,919      
FOREIGN TAXES WITHHELD 58