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
THE GOLDSTONE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)445 MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RIDGEFIELD, CT06877
A Employer identification number

06-1596255
B Telephone number (see instructions)

(203) 438-5588
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$24,745,521J 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 21,397 21,397  
4 Dividends and interest from securities... 500,550 500,550  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -472,336
b Gross sales price for all assets on line 6a 2,662,936
7 Capital gain net income (from Part IV, line 2)... 0
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
572,934 572,934  
12 Total. Add lines 1 through 11........ 622,545 1,094,881  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 130,000 0   130,000
15 Pension plans, employee benefits....... 46,750 0   46,750
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25,000 0   25,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
113,474 0   113,888
17 Interest............... 26 0   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
31,117 2,854   10,263
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 45,445 0   45,445
21 Travel, conferences, and meetings....... 1,530 0   1,530
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
91,951 42,035   49,916
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 485,293 44,889   422,792
25 Contributions, gifts, grants paid....... 1,046,483 1,046,483
26 Total expenses and disbursements. Add lines 24 and 25 1,531,776 44,889   1,469,275
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -909,231
b Net investment income (if negative, enter -0-) 1,049,992
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......... 5,419,377 5,011,610 5,011,610
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 arrow500,000
Less: allowance for doubtful accounts right arrow0 400,000 500,000 500,000
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)....... 9,492,654 Click to see attachment
List of Attached Documents:
// Content
12,069,682 		12,069,682
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).......... 8,251,725 Click to see attachment
List of Attached Documents:
// Content
7,164,220 		7,164,229
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) 23,563,756 24,745,512 24,745,521
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 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........... 23,563,756 24,745,512
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)..... 23,563,756 24,745,512
30 Total liabilities and net assets/fund balances (see instructions). 23,563,756 24,745,512
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
23,563,756
2
Enter amount from Part I, line 27a .....................
2
-909,231
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,091,108
4
Add lines 1, 2, and 3 ..........................
4
24,745,633
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
121
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
24,745,512
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 OTHER SHORT TERM GAINS P   2023-12-31
b GS MEZZANINE PARTNERS 2006 OFFSHORE, L.P. P   2023-12-31
c FROM K-1 - SERIES INSTITUTIONAL OF METROPOLITAN PARTNERS P   2023-12-31
d FROM K-1 - SERIES INSTITUTIONAL OF METROPOLITAN PARTNERS P   2023-12-31
e FIDELITY 4535 (CALLS) P   2023-12-31
FIDELITY 4535 P   2023-12-31
SILVER POINT CAPITAL OFFSHORE FUND, LTD. P   2023-12-31
FROM K-1 - MPF IV GP LLC P   2023-12-31
FIDELITY 4535 P   2023-12-31
FROM K-1 - GS CAPITAL PARTNERS VI PARALLEL P   2023-12-31
FROM K-1 - GS MEZZANINE PARTNERS 2006 OFFSHORE, L.P. P   2023-12-31
(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     130 -130
b 65     65
c 775     775
d 885     885
e 181,700     181,700
805,760   697,546 108,214
    114,919 -114,919
92     92
1,672,561   2,322,677 -650,116
1,069     1,069
29     29
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       -130
b       65
c       775
d       885
e       181,700
      108,214
      -114,919
      92
      -650,116
      1,069
      29
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 -472,336
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 14,595
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 14,595
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,595
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,243
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,243
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 264
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 3,384
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,384 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowNY, DE
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 arrowSTEVEN F GOLDSTONE Telephone no.right arrow (203) 438-5588

Located atright arrow445 MAIN STREETRIDGEFIELDCT ZIP+4right arrow06877
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
 
 
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
STEVEN F GOLDSTONE CO BEVERLY CHASE DIRECTOR, PRESIDENT & TREA
10.00 		0 0 0
445 MAIN STREET
RIDGEFIELD,CT06877
ELIZABETH GOLDSTONE CO BEVERLY CHAS DIRECTOR, VP, SECRETARY
10.00 		0 0 0
445 MAIN STREET
RIDGEFIELD,CT06877
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
KERRI GLASS MANAGER
40.00 		130,000 0 0
187 FARMINGVILLE ROAD
RIDGEFIELD,CT06877
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
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
11,059,378
b
Average of monthly cash balances.......................
1b
5,369,967
c
Fair market value of all other assets (see instructions)................
1c
7,289,584
d
Total (add lines 1a, b, and c).........................
1d
23,718,929
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
23,718,929
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
355,784
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,363,145
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,168,157
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
1,168,157
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,595
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,595
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,153,562
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,153,562
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,153,562
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
1,469,275
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
1,469,275
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 1,153,562
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 983,568
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,469,275
a Applied to 2022, but not more than line 2a 983,568
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 485,707
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		667,855
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
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).)
STEVEN F GOLDSTONE CO BEVERLY CHASE
ELIZABETH GOLDSTONE CO BEVERLY CHAS
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

A BETTER CHANCE IN RIDGEFIELD INC

PO BOX 1044
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 1,000

ABILITY BEYOND

4 BERKSHIRE BLVD
BETHEL,CT06801 		NONE PUBLIC CHARITY GENERAL USE 1,000

ACT OF CONNECTICUT THEATRE

36 OLD QUARRY ROAD
RIDGEFIELD,CT06437 		NONE PUBLIC CHARITY GENERAL USE 15,500

ALLIES IN ARTS

1910 MONTROSE ST
LOS ANGELES,CA90026 		NONE PUBLIC CHARITY GENERAL USE 1,029

AMERICAN CANCER SOCIETY

3380 CHASTAIN MEADOWS PKWY NW STE
200
KENNESAW,GA30144 		NONE PUBLIC CHARITY GENERAL USE 100

AMERICAS FOUNDATION

769 MCDONALD CHAPEL ROAD
COLLINS,MS39428 		NONE PUBLIC CHARITY GENERAL USE 1,458

ANIMAL KIND INC

721 WARREN STREET
HUDSON,NY12534 		NONE PUBLIC CHARITY GENERAL USE 100

ANN'S PLACE

80 SAW MILL RD
DANBURY,CT06810 		NONE PUBLIC CHARITY GENERAL USE 500

BARD COLLEGE

30 CAMPUS ROAD
HUDSON,NY12504 		NONE PUBLIC CHARITY GENERAL USE 3,500

BIG BROTHERS BIG SISTERS SWCT

2470 FAIRFIELD AVE
BRIDGEPORT,CT06605 		NONE PUBLIC CHARITY GENERAL USE 250

CAMDEN ARTS CENTRE

1 HARBOUR BOULEVARD
CAMDEN,NJ08103 		NONE PUBLIC CHARITY GENERAL USE 2,424

CARDIGAN MOUNTAIN SCHOOL

6200 ALUMNI DRIVE
CANAAN,NH03741 		NONE PUBLIC CHARITY GENERAL USE 250

CARTIE CORP

326 NAVAJO LOOP
SHELTON,CT06484 		NONE PUBLIC CHARITY GENERAL USE 2,500

CENTER FOR ADVANCEMENT IN CANCER EDUCATION

300 E LANCASTER AVE SUITE 100
WYNNEWOOD,PA19096 		NONE PUBLIC CHARITY GENERAL USE 1,000

CENTER FOR HUMAN RIGHTS IN IRAN

137 MONTAGUE STREET - PBA 384
BROOKLYN,NY11201 		NONE PUBLIC CHARITY GENERAL USE 5,000

CHIRP

400 MAIN STREET
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 250

CIRCLE OF TAPAWINGO

5124 HOLYROOD ROAD
PITTSBURGH,PA15213 		NONE PUBLIC CHARITY GENERAL USE 500

CONNECTICUT FOOD BANK

PO BOX 8686
NEW HAVEN,CT06531 		NONE PUBLIC CHARITY GENERAL USE 500

CONNOR SHEEHAN FUND

44 STARRS RIDGE ROAD
REDDING,CT06896 		NONE PUBLIC CHARITY GENERAL USE 5,000

CREATIVE CAPITAL

65 BLEECKER ST 7TH FL
NEW YORK,NY10012 		NONE PUBLIC CHARITY GENERAL USE 500

CRISIS UK

225 REINEKERS LANE SUITE 375
ALEXANDRIA,VA22314 		NONE PUBLIC CHARITY GENERAL USE 400

CYC LAKE ASSOCIATION

PO BOX 17
MANCHESTER,ME04351 		NONE PUBLIC CHARITY GENERAL USE 75,000

DAILY BREAD FOOD PANTRY

PO BOX 287
DANBURY,CT068130002 		NONE PUBLIC CHARITY GENERAL USE 250

DICKINSON COLLEGE

PO BOX 1773
CARLISLE,PA17013 		NONE PUBLIC CHARITY GENERAL USE 2,500

DIRECT RELIEF FOUNDATION

6100 WALLACE BECKNELL ROAD
SANTA BARBARA,CA93117 		NONE PUBLIC CHARITY GENERAL USE 5,000

DOWNTOWN RIDGEFIELD

400 MAIN ST
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 1,000

EAST 69TH STREET ASSOCIATION

POST OFFICE BOX 433
NEW YORK,NY10021 		NONE PUBLIC CHARITY GENERAL USE 250

ETHEL WALKER SCHOOL

230 BUSHY HILL ROAD
SIMSBURY,CT06070 		NONE PUBLIC CHARITY GENERAL USE 250

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

PO BOX 3886
NEW YORK,NY10163 		NONE PUBLIC CHARITY GENERAL USE 1,000

FAMILY REENTRY INC

9 MOTT AVE STE 104
NORWALK,CT06850 		NONE PUBLIC CHARITY GENERAL USE 250

FELIX PROJECT

UNIT 3 ORIGIN BUSINESS PARK
RAINFOREST ROAD
LONDON   NW10 7FW
UK 		NONE PUBLIC CHARITY GENERAL USE 800

FILM INDEPENDENT INC

5670 WILSHIRE BLVD
LOS ANGELES,CA90036 		NONE PUBLIC CHARITY GENERAL USE 20,000

FIRST CONGREGATIONAL CHURCH OF RIDGEFIELD

103 MAIN STREET
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 1,000

FOOD ALLERGY RESEARCH AND EDUCATION INC

7901 JONES BRANCH DRIVE 240
MCLEAN,VA22102 		NONE PUBLIC CHARITY GENERAL USE 500

FOOD BANK OF NEW YORK CITY

39 BROADWAY 10TH FL
NEW YORK,NY10006 		NONE PUBLIC CHARITY GENERAL USE 1,000

FOUNDERS HALL

193 DANBURY ROAD
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY RESTRICTED 24,000

FRIENDS OF COBBOSSEE WATERSHED

51 SEWALL ST
AUGUSTA,ME04330 		NONE PUBLIC CHARITY GENERAL USE 500

FRIENDS OF KAREN

118 TITICUS RD
NORTH SALEM,NY10560 		NONE PUBLIC CHARITY GENERAL USE 526

FRIENDS OF THE RIDGEFIELD LIBRARY

472 MAIN STREET
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 250

FRIENDS OF THE RIDGEFIELD PARKS AND RECREATION

195 DANBURY ROAD
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY RESTRICTED 12,500

FRINGE THEATER OF KEY WEST INC

PO BOX 5737
KEY WEST,FL33045 		NONE PUBLIC CHARITY GENERAL USE 2,000

FUEL BANK FOUNDATION

OMBOURNE CIVIC CENTRE GRAVEL HILL
STAFFORDSHIRE   WV5 9HA
UK 		NONE PUBLIC CHARITY GENERAL USE 400

GIRL SCOUTS OF CONNECTICUT

340 WASHINGTON STREET
HARTFORD,CT06106 		NONE PUBLIC CHARITY GENERAL USE 250

GRACE FARMS FOUNDATION

365 LUKES WOOD RD
NEW CANAAN,CT06840 		NONE PUBLIC CHARITY GENERAL USE 1,000

GROOVE WITH ME

186 E 123RD ST 2
NEW YORK,NY10035 		NONE PUBLIC CHARITY GENERAL USE 101,000

HOLIDAY TRUST FUND

400 MAIN STREET
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 250

HOUSATONIC HABITAT FOR HUMANITY

51 AUSTIN ST
DANBURY,CT06810 		NONE PUBLIC CHARITY RESTRICTED 2,000

KEELER TAVERN MUSEUM

132 MAIN STREET
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 7,000

KENNEBEC LAND TRUST

134 MAIN ST STE 2B
WINTHROP,ME04364 		NONE PUBLIC CHARITY GENERAL USE 500

KIDS IN CRISIS

1 SALEM ST
COS COB,CT06807 		NONE PUBLIC CHARITY GENERAL USE 750

KINDNESS OVER MUSCULAR DYSTROPHY INC

555 MAIN STREET
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 5,000

LOS RIOS COLLEGE FOUNDATION

1919 SPANOS COURT
ARDENARCADE,CA95825 		NONE PUBLIC CHARITY GENERAL USE 258

LOUNSBURY HOUSE

316 MAIN STREET
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 112,000

LOVE HOLDS LIFE CHILDREN'S CANCER FOUNDATION

HENDRICK LANE
TARRYTOWN,NY10591 		NONE PUBLIC CHARITY GENERAL USE 250

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NY10573 		NONE PUBLIC CHARITY GENERAL USE 500

MAHLER FOUNDATION

1362 PACIFIC AVENUE SUITE 217
SANTA CRUZ,CA95060 		NONE PUBLIC CHARITY GENERAL USE 5,000

MAINE STATE MUSIC

22 ELM ST
BRUNSWICK,ME04011 		NONE PUBLIC CHARITY GENERAL USE 15,000

MARC COMMUNITY RESOURCES INC

PO BOX 428
KEY WEST,FL330410428 		NONE PUBLIC CHARITY GENERAL USE 10,000

MICHAEL J FOX FOUNDATION

111 W 33RD STREET 10TH FL
NEW YORK,NY10120 		NONE PUBLIC CHARITY GENERAL USE 250

MONROE COUNTY EDUCATION FOUNDATION INC

241 TRUMBO ROAD
KEY WEST,FL33040 		NONE PUBLIC CHARITY GENERAL USE 10,000

NATIONAL FOUNDATION FOR CANCER RESEARCH INC

5515 SECURITY LANE SUITE 1105
ROCKVILLE,MD20852 		NONE PUBLIC CHARITY GENERAL USE 250

NATIONAL NETWORK OF ABORTION FUNDS

9450 SW GEMINI DRIVE PMB 16009
BEAVERTOWN,OR97008 		NONE PUBLIC CHARITY GENERAL USE 5,000

NEW YORK CITY BALLET

20 LINCOLN CENTER
NEW YORK,NY10023 		NONE PUBLIC CHARITY GENERAL USE 250

NHS CHARITIES

225 REINEKERS LANE SUITE 375
ALEXANDRIA,VA22314 		NONE PUBLIC CHARITY GENERAL USE 2,000

NORTHERN WESTCHESTER HOSPITAL

400 E MAIN ST
MT KISCO,NY10549 		NONE PUBLIC CHARITY GENERAL USE 500

NUVANCE HEALTH

34 MAPLE STREET
NORWALK,CT06850 		NONE PUBLIC CHARITY GENERAL USE 200,000

OPEN DOORS

4 MERRITT STREET
NORWALK,CT06854 		NONE PUBLIC CHARITY GENERAL USE 250

PROSPECTS OPPORTUNITY AND ENRICHMENT

454 MAIN STREET
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 30,520

PROTECT & DEFEND TRANS YOUTH FUND

520 EIGHTH AVE STE 2204
NEW YORK,NY10018 		NONE PUBLIC CHARITY GENERAL USE 1,100

RARE VILLAGE FOUNDATION

6808 OLD GLORY CT
MICKINNEY,TX75071 		NONE PUBLIC CHARITY GENERAL USE 315

READING IS FUNDAMENTAL

10 CHILDRENS WAY 300
PITTSBURGH,PA152125250 		NONE PUBLIC CHARITY GENERAL USE 2,500

RED HOOK ART PROJECT INC

176 RICHARDS STREET
BROOKLYN,NY11231 		NONE PUBLIC CHARITY GENERAL USE 1,000

RED THREAD

938 KENILWORTH LANE
GLENVIEW,IL60025 		NONE PUBLIC CHARITY GENERAL USE 4,453

REGIONAL HOSPICE AND HOME CARE

30 MILESTONE RD
DANBURY,CT06810 		NONE PUBLIC CHARITY GENERAL USE 1,000

RIDGEFIELD AQUATIC CLUB

115 BARLOW MOUNTAIN ROAD
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 5,000

RIDGEFIELD BABE RUTH BASEBALL

PO BOX 1211
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 5,000

RIDGEFIELD CHAMBER OF COMMERC

9 BAILEY AVE
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 5,000

RIDGEFIELD HISTORICAL SOCIETY

4 SUNSET LANE
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 9,000

RIDGEFIELD INDEPENDENT FILM FESTIVAL

80 EAST RIDGE ROAD
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 2,500

RIDGEFIELD LIBRARY ASSOC

472 MAIN STREET
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 15,500

RIDGEFIELD MEALS ON WHEELS

25 GILBERT ST 1
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 1,000

RIDGEFIELD PLAYHOUSE

80 EAST RIDGE ROAD
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 10,500

RIDGEFIELD SYMPHONY ORCHESTRA

90 E RIDGE RD 5
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 1,000

RIDGEFIELD THEATER BARN

37 HALPIN LN
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 7,000

RIDGEFIELD VISITING NURSE

90 EAST RIDGE ROAD
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 15,500

ROTARY CLUB OF RIDGEFIELD

PO BOX 41
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 2,000

ROUNDABOUT THEATRE

231 WEST 39TH STREET
NEW YORK,NY10018 		NONE PUBLIC CHARITY GENERAL USE 25,000

ROYAL FAMILY PRODUCTIONS INC

145 W 46TH STREET
NEW YORK,NY10036 		NONE PUBLIC CHARITY GENERAL USE 20,000

SAGE

305 SEVENTH AVENUE 15TH FL
NEW YORK,NY10001 		NONE PUBLIC CHARITY GENERAL USE 1,000

SAINT ANN'S SCHOOL

129 PIERREPONT STREET
BROOKLYN HEIGHTS,NY11201 		NONE PUBLIC CHARITY GENERAL USE 500

SHELBURNE MUSEUM

6000 SHELBURNE RD
SHELBURNE,VT05482 		NONE PUBLIC CHARITY GENERAL USE 250

SOCRATES SCULPTURE PARK

3205 VERNON BOULEVARD
QUEENS,NY11102 		NONE PUBLIC CHARITY GENERAL USE 5,000

SPECIAL OLYMPICS

2666 STATE ST 1
HAMDEN,CT06517 		NONE PUBLIC CHARITY GENERAL USE 100

SPHERE OF CT

421 MAIN STREET
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 6,000

ST JOHNLAND NURSING CENTER INC

395 SUNKEN MEADOW RD
KINGS PARK,NY11754 		NONE PUBLIC CHARITY GENERAL USE 250

SUNRISE COTTAGE

6 SUNSET LANE
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 1,000

TEMPLE UNIVERSITY

1801 N BROAD ST
PHILADELPHIA,PA19122 		NONE PUBLIC CHARITY GENERAL USE 1,000

TENNESSEE WILLIAMS THEATRE

5901 COLLEGE RD
KEY WEST,FL33040 		NONE PUBLIC CHARITY GENERAL USE 10,000

THE ALDRICH MUSEUM

258 MAIN STREET
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 27,500

THE ART THERAPY PROJECT

132 W 21ST ST
NEW YORK,NY10011 		NONE PUBLIC CHARITY GENERAL USE 1,000

THE BOYS & GIRLS CLUB OF CT

41 GOVERNOR ST
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 16,000

THE CENTER FOR EMPOWERMENT AND EDUCATION

2 WEST ST
DANBURY,CT06810 		NONE PUBLIC CHARITY GENERAL USE 2,000

THE CENTER FOR EMPOWERMENT AND EDUCATION

2 WEST ST
DANBURY,CT06810 		NONE PUBLIC CHARITY GENERAL USE 500

THE CONNECTICUT HOSPICE INC

2 TRAP FALLS RD EXT 40
SHELTON,CT06484 		NONE PUBLIC CHARITY GENERAL USE 250

THE KENNEBEC LAND TRUST

331 MAIN STREET
WINTHROP,ME04364 		NONE PUBLIC CHARITY GENERAL USE 350

THE MARSHA P JOHNSON INSTITUTE

PO BOX 5473
RICHMOND,CA94805 		NONE PUBLIC CHARITY GENERAL USE 2,000

THE RIDGEFIELD CHORALE

PO BOX 686
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 1,000

THE RIDGEFIELD GUILD OF ARTISTS

34 HALPIN LN
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 1,000

THE RIDGEFIELD LIONS CLUB

PO BOX 77
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 500

THE SCHWARTZ CENTER

100 CAMBRIDGE ST STE 2100
BOSTON,MA02114 		NONE PUBLIC CHARITY GENERAL USE 250

THE STUDIOS OF KEY WEST

533 EATON ST
KEY WEST,FL33040 		NONE PUBLIC CHARITY GENERAL USE 10,000

THE SUNSHINE KIDS

75 CHARTER OAK AVENUE SUITE 2-210
HARTFORD,CT06106 		NONE PUBLIC CHARITY GENERAL USE 250

THE TAFT SCHOOL

110 WOODBURY ROAD
WATERTOWN,CT06795 		NONE PUBLIC CHARITY GENERAL USE 1,250

THE TOWN OF RIDGEFIELD SOCIAL SERVICES

400 MAIN ST
RIDGEFIELD,CT06877 		NONE PUBLIC CHARITY GENERAL USE 10,000

THE TRUSSELL TRUST

86 TAVISTOCK PLACE
LONDON   WC1H 9RT
UK 		NONE PUBLIC CHARITY GENERAL USE 1,200

THEATRE AT MONMOUTH

796 MAIN STREET
MONMOUTH,ME04259 		NONE PUBLIC CHARITY GENERAL USE 1,000

THIRTEEN

825 EIGHTH AVENUE
NEW YORK,NY10019 		NONE PUBLIC CHARITY GENERAL USE 150

UNDERSTOOD FOR ALL INC

145 HUDSON STREET
NEW YORK,NY10013 		NONE PUBLIC CHARITY GENERAL USE 15,000

UNITED WAY KENNEBEC VALLEY

121 COMMERCIAL STREET
AUGUSTA,ME04330 		NONE PUBLIC CHARITY GENERAL USE 1,000

UNIVERSITY OF MIAMI

1320 S DIXIE HWY
CORAL GABLES,FL33146 		NONE PUBLIC CHARITY GENERAL USE 2,500

UNIVERSITY OF PENNSYLVANIA

423 GUARDIAN DRIVE 175
PHILADELPHIA,PA19104 		NONE PUBLIC CHARITY GENERAL USE 25,000

UPSTREAM USA

2 OLIVER ST
BOSTON,MA02109 		NONE PUBLIC CHARITY GENERAL USE 5,000

WESLEY HOUSE FAMILY SERVICES

1100 VARELA STREET
KEY WEST,FL33040 		NONE PUBLIC CHARITY GENERAL USE 5,000

WHIDBEY ISLAND NOURISHES

PO BOX 1642
LANGLEY,WA98260 		NONE PUBLIC CHARITY GENERAL USE 1,000

WILLIAMS HALL

729 FLEMING STREET
KEY WEST,FL33040 		NONE PUBLIC CHARITY GENERAL USE 53,800

WOMEN'S CENTER OF GREATER DANBURY

2 WEST STREET
DANBURY,CT06810 		NONE PUBLIC CHARITY GENERAL USE 1,000
Total .................................right arrow 3a 1,046,483
bApproved for future payment
Total ................................. right arrow 3b 0
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 21,397  
4 Dividends and interest from securities ....     14 500,550  
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 -472,336  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSILVER POINT CAPITAL OFFSHORE FUND, LTD. 		    18 572,898  
bMISCELLANEOUS     18 36  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 622,545 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
622,545
(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
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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.
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE GOLDSTONE FAMILY FOUNDATION
EIN:
06-1596255
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 25,000 0   25,000

TY 2023 AppliedToPriorYearElection
Name:
THE GOLDSTONE FAMILY FOUNDATION
EIN:
06-1596255
Election:
THE FOUNDATION ELECTS TO APPLY CURRENT YEAR EXCESS TO YEARS PRIOR TO 2018 PURSUANT TO TREAS. REG. SECTION 53.4942(A)-3(D)(2).

TY 2023 InvestmentsCorpStockSchedule
Name:
THE GOLDSTONE FAMILY FOUNDATION
EIN:
06-1596255
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY INVESTMENTS #Z83-476870 4,930,972 4,930,972
FIDELITY INVESTMENTS #Z85-514535 7,138,710 7,138,710

TY 2023 InvestmentsOtherSchedule2
Name:
THE GOLDSTONE FAMILY FOUNDATION
EIN:
06-1596255
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GS CAPITAL PARTNERS VI PARALLEL, LP AT COST 45,088 45,088
SILVERPOINT CAPITAL OFFSHORE FUND AT COST 7,026,101 7,026,110
SERIES INSTITUTIONAL OF METROPOLITAN PARTNERS FUND IV AT COST 86,781 86,781
MPF IV GP LLC AT COST 4,657 4,657
WITHOUT YOU MUSICAL LLC AT COST 1,593 1,593

TY 2023 OtherDecreasesSchedule
Name:
THE GOLDSTONE FAMILY FOUNDATION
EIN:
06-1596255
Description Amount
NONDEDUCTIBLE EXPENSES 121


TY 2023 OtherExpensesSchedule
Name:
THE GOLDSTONE FAMILY FOUNDATION
EIN:
06-1596255
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICE FEES 114 0   114
DUES AND SUBSCRIPTION 1,078 0   1,078
FILING FEES 231 0   231
INSURANCE 32,989 0   32,989
K-1 - INVESTMENT LOSS WITHOUT YOU THE MUSICAL 33,383 33,383   0
MEMBERSHIP FEES 250 0   250
OFFICE EXPENSE 9,908 0   9,908
PORTFOLIO AND OTHER K-1 DED 8,652 8,652   0
POSTAGE 269 0   269
REPAIRS 527 0   527
TELEPHONE AND INTERNET 1,670 0   1,670
UTILITIES 2,880 0   2,880


TY 2023 OtherIncomeSchedule2
Name:
THE GOLDSTONE FAMILY FOUNDATION
EIN:
06-1596255
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SILVER POINT CAPITAL OFFSHORE FUND, LTD. 572,898 572,898 572,898
MISCELLANEOUS 36 36 36


TY 2023 OtherIncreasesSchedule
Name:
THE GOLDSTONE FAMILY FOUNDATION
EIN:
06-1596255
Description Amount
UNREALIZED GAIN/(LOSS) FROM INVESTMENTS 2,090,079
PRIOR PERIOD ADJUSTMENT 1,029


TY 2023 OtherProfessionalFeesSchedule
Name:
THE GOLDSTONE FAMILY FOUNDATION
EIN:
06-1596255
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING 112,245 0   112,659
PENSION ADMINISTRATION FEE 1,030 0   1,030
OTHER PROFESSIONAL FEES 199 0   199


TY 2023 TaxesSchedule
Name:
THE GOLDSTONE FAMILY FOUNDATION
EIN:
06-1596255
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,854 2,854   0
PAYROLL TAXES 10,263 0   10,263
FEDERAL 18,000 0   0