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
LYNDA M GOLDSTEIN FAMILY FOUNDATION
C/O WOODY CREEK MANAGEMENT GROUP LLC
Number and street (or P.O. box number if mail is not delivered to street address)250 STEELE STREET STE 375
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80206
A Employer identification number

20-0568178
B Telephone number (see instructions)

(303) 225-8472
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$6,536,886J 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 303 303  
4 Dividends and interest from securities... 180,832 180,832  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 563,062
b Gross sales price for all assets on line 6a 5,927,543
7 Capital gain net income (from Part IV, line 2)... 563,062
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 744,197 744,197  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,500 4,500   0
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
6,000 6,000   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,132 17,668   5,464
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,136 2,924   0
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 attachment
List of Attached Documents:
// Content
10 10   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,778 31,102   5,464
25 Contributions, gifts, grants paid....... 160,000 160,000
26 Total expenses and disbursements. Add lines 24 and 25 206,778 31,102   165,464
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 537,419
b Net investment income (if negative, enter -0-) 713,095
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............. 86,989    
2 Savings and temporary cash investments......... 255,169 452,845 452,845
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)....... 4,884,770 Click to see attachment
List of Attached Documents:
// Content
4,413,301 		4,413,301
c Investments—corporate bonds (attach schedule)....... 792,519 Click to see attachment
List of Attached Documents:
// Content
1,670,740 		1,670,740
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)..........      
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) 6,019,447 6,536,886 6,536,886
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...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,019,447 6,536,886
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 6,019,447 6,536,886
30 Total liabilities and net assets/fund balances (see instructions). 6,019,447 6,536,886
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,019,447
2
Enter amount from Part I, line 27a .....................
2
537,419
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,556,866
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
19,980
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,536,886
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 ABBVIE INC P   2023-02-03
b TARGET CORP F/K/A DAYTON HUDSON CORP P 2020-06-09 2023-02-03
c AMERICAN INTERNATIONAL GROUP P 2023-10-02 2023-11-22
d SANDOZ GROUP AG ADR CMN P   2023-11-01
e AMERIPRISE FINANCIAL, INC. CMN P 2023-02-03 2023-09-26
MICROSOFT CORPORATION CMN P 2023-02-03 2023-09-26
ORACLE CORPORATION CMN P 2022-12-15 2023-09-26
WESTERN ASSET CORE PLUS BOND F WESTERN ASSET P 2023-05-31 2023-09-26
WESTERN ASSET CORE PLUS BOND F WESTERN ASSET P 2023-07-31 2023-09-26
WESTERN ASSET CORE PLUS BOND F WESTERN ASSET P 2023-06-30 2023-09-26
WESTERN ASSET CORE PLUS BOND F WESTERN ASSET P 2023-08-31 2023-09-26
ABBOTT LABORATORIES CMN P 2022-04-11 2023-09-26
ABBOTT LABORATORIES CMN P 2021-06-14 2023-09-26
ABBOTT LABORATORIES CMN P 2021-05-19 2023-09-26
ABBOTT LABORATORIES CMN P 2021-01-08 2023-09-26
ABBVIE INC CMN P 2020-10-08 2023-09-26
ABBVIE INC CMN P 2019-10-23 2023-09-26
AIR PRODUCTS & CHEMICALS INC CMN P 2020-06-09 2023-09-26
AIR PRODUCTS & CHEMICALS INC CMN P 2019-10-23 2023-09-26
ANALOG DEVICES, INC. CMN P 2019-10-23 2023-09-26
ANALOG DEVICES, INC. CMN P 2019-10-23 2023-09-26
ANALOG DEVICES, INC. CMN P 2020-06-09 2023-09-26
APPLE INC. CMN P 2019-10-23 2023-09-26
APPLE INC. CMN P 2019-10-23 2023-09-26
AUTOMATIC DATA PROCESSING INC CMN P 2020-06-09 2023-09-26
AUTOMATIC DATA PROCESSING INC CMN P 2020-08-14 2023-09-26
AUTOMATIC DATA PROCESSING INC CMN P 2020-04-21 2023-09-26
AUTOMATIC DATA PROCESSING INC CMN P 2020-06-15 2023-09-26
BANK OF AMERICA CORP CMN P 2020-06-09 2023-09-26
BANK OF AMERICA CORP CMN P 2013-02-01 2023-09-26
BLACKROCK, INC. CMN P 2019-11-04 2023-09-26
BLACKROCK, INC. CMN P 2019-10-23 2023-09-26
BLACKROCK, INC. CMN P 2020-06-09 2023-09-26
BRISTOL-MYERS SQUIBB COMPANY CMN P 2022-04-11 2023-09-26
BRISTOL-MYERS SQUIBB COMPANY CMN P 2021-01-08 2023-09-26
BRISTOL-MYERS SQUIBB COMPANY CMN P 2021-03-08 2023-09-26
BRISTOL-MYERS SQUIBB COMPANY CMN P 2020-10-08 2023-09-26
BROADCOM INC. CMN P 2021-11-05 2023-09-26
BROADCOM INC. CMN P 2020-03-04 2023-09-26
BROADCOM INC. CMN P 2019-11-04 2023-09-26
BROADCOM INC. CMN P 2020-04-02 2023-09-26
BROADCOM INC. CMN P 2019-10-23 2023-09-26
BROADCOM INC. CMN P 2019-10-23 2023-09-26
BROADCOM INC. CMN P 2020-06-09 2023-09-26
CATERPILLAR INC (DELAWARE) CMN P 2020-10-19 2023-09-26
CHEVRON CORPORATION CMN P 2021-01-08 2023-09-26
CHEVRON CORPORATION CMN P 2022-02-07 2023-09-26
CHEVRON CORPORATION CMN P 2019-10-23 2023-09-26
CHEVRON CORPORATION CMN P 2020-06-09 2023-09-26
CHEVRON CORPORATION CMN P 2021-11-05 2023-09-26
CME GROUP INC. CMN CLASS A P 2020-04-02 2023-09-26
CME GROUP INC. CMN CLASS A P 2019-10-23 2023-09-26
CME GROUP INC. CMN CLASS A P 2020-06-09 2023-09-26
CMS ENERGY CORPORATION CMN P 2019-10-23 2023-09-26
CMS ENERGY CORPORATION CMN P 2020-06-09 2023-09-26
COCA-COLA COMPANY (THE) CMN P 2021-08-30 2023-09-26
COCA-COLA COMPANY (THE) CMN P 2022-04-11 2023-09-26
COCA-COLA COMPANY (THE) CMN P 2021-05-19 2023-09-26
COCA-COLA COMPANY (THE) CMN P 2021-03-08 2023-09-26
COMCAST CORPORATION CMN CLASS A VOTING P 2020-03-04 2023-09-26
COMCAST CORPORATION CMN CLASS A VOTING P 2020-03-11 2023-09-26
COMCAST CORPORATION CMN CLASS A VOTING P 2020-04-02 2023-09-26
COMCAST CORPORATION CMN CLASS A VOTING P 2020-08-14 2023-09-26
COMCAST CORPORATION CMN CLASS A VOTING P 2019-10-23 2023-09-26
COMCAST CORPORATION CMN CLASS A VOTING P 2020-06-09 2023-09-26
CROWN CASTLE INTL CORP CMN P 2016-11-15 2023-09-26
CROWN CASTLE INTL CORP CMN P 2020-06-09 2023-09-26
CUMMINS INC COMMON STOCK P 2021-08-30 2023-09-26
CUMMINS INC COMMON STOCK P 2021-01-08 2023-09-26
HONEYWELL INTL INC CMN P 2020-05-26 2023-09-26
HONEYWELL INTL INC CMN P 2019-10-23 2023-09-26
HONEYWELL INTL INC CMN P 2020-06-09 2023-09-26
ISHARES RUSSELL 2000 ETF P 2020-04-23 2023-09-26
ISHARES RUSSELL 2000 ETF P 2020-06-09 2023-09-26
JPMORGAN CHASE & CO CMN P 2022-02-07 2023-09-26
JPMORGAN CHASE & CO CMN P 2019-10-23 2023-09-26
JPMORGAN CHASE & CO CMN P 2021-11-05 2023-09-26
JPMORGAN CHASE & CO CMN P 2020-06-09 2023-09-26
LOCKHEED MARTIN CORPORATION CMN P 2019-10-23 2023-09-26
LOCKHEED MARTIN CORPORATION CMN P 2020-06-09 2023-09-26
MC DONALDS CORP CMN P 2019-11-04 2023-09-26
MC DONALDS CORP CMN P 2019-10-23 2023-09-26
MC DONALDS CORP CMN P 2020-06-09 2023-09-26
MEDTRONIC PUBLIC LIMITED COMPA CMN P 2020-03-11 2023-09-26
MEDTRONIC PUBLIC LIMITED COMPA CMN P 2020-03-11 2023-09-26
MEDTRONIC PUBLIC LIMITED COMPA CMN P 2020-05-26 2023-09-26
MEDTRONIC PUBLIC LIMITED COMPA CMN P 2020-04-02 2023-09-26
MEDTRONIC PUBLIC LIMITED COMPA CMN P 2020-10-08 2023-09-26
MEDTRONIC PUBLIC LIMITED COMPA CMN P 2019-10-23 2023-09-26
MEDTRONIC PUBLIC LIMITED COMPA CMN P 2020-06-09 2023-09-26
MERCK & CO., INC. CMN P 2020-03-11 2023-09-26
MERCK & CO., INC. CMN P 2020-03-11 2023-09-26
MERCK & CO., INC. CMN P 2020-05-26 2023-09-26
MERCK & CO., INC. CMN P 2021-03-08 2023-09-26
MERCK & CO., INC. CMN P 2021-08-30 2023-09-26
MERCK & CO., INC. CMN P 2021-11-05 2023-09-26
MERCK & CO., INC. CMN P 2019-10-23 2023-09-26
MERCK & CO., INC. CMN P 2020-06-09 2023-09-26
MICROSOFT CORPORATION CMN P 2020-06-09 2023-09-26
MICROSOFT CORPORATION CMN P 2018-11-12 2023-09-26
MONDELEZ INTERNATIONAL, INC. CMN P 2020-08-14 2023-09-26
MONDELEZ INTERNATIONAL, INC. CMN P 2019-10-23 2023-09-26
MONDELEZ INTERNATIONAL, INC. CMN P 2020-06-09 2023-09-26
ORACLE CORPORATION CMN P 2022-06-30 2023-09-26
PEPSICO, INC. CMN P 2019-10-23 2023-09-26
PEPSICO, INC. CMN P 2020-06-09 2023-09-26
PHILLIPS 66 CMN P 2020-03-04 2023-09-26
PHILLIPS 66 CMN P 2019-10-23 2023-09-26
PHILLIPS 66 CMN P 2020-06-09 2023-09-26
PROCTER & GAMBLE COMPANY (THE) CMN P 2020-08-14 2023-09-26
PROCTER & GAMBLE COMPANY (THE) CMN P 2022-04-11 2023-09-26
PROCTER & GAMBLE COMPANY (THE) CMN P 2019-10-23 2023-09-26
PROCTER & GAMBLE COMPANY (THE) CMN P 2020-06-09 2023-09-26
RTX CORP CMN P 2020-10-09 2023-09-26
RTX CORP CMN P 2020-11-12 2023-09-26
RTX CORP CMN P 2020-10-08 2023-09-26
RTX CORP CMN P 2019-10-23 2023-09-26
RTX CORP CMN P 2020-06-09 2023-09-26
SEMPRA ENERGY CMN P 2020-11-12 2023-09-26
SEMPRA ENERGY CMN P 2019-10-23 2023-09-26
SEMPRA ENERGY CMN P 2020-06-09 2023-09-26
TARGET CORPORATION CMN P 2020-05-26 2023-09-26
TARGET CORPORATION CMN P 2020-06-09 2023-09-26
TARGET CORPORATION CMN P 2020-05-20 2023-09-26
TARGET CORPORATION CMN P 2020-06-15 2023-09-26
UNION PACIFIC CORP. CMN P 2021-01-08 2023-09-26
UNITEDHEALTH GROUP INCORPORATE CMN P 2019-07-26 2023-09-26
UNITEDHEALTH GROUP INCORPORATE CMN P 2020-06-09 2023-09-26
VANGUARD FTSE DEVELOPED MKTS CMN ETF P 2020-10-07 2023-09-26
VANGUARD FTSE DEVELOPED MKTS CMN ETF P 2019-10-23 2023-09-26
VANGUARD FTSE DEVELOPED MKTS CMN ETF P 2019-10-23 2023-09-26
VANGUARD FTSE DEVELOPED MKTS CMN ETF P 2019-10-23 2023-09-26
VANGUARD FTSE DEVELOPED MKTS CMN ETF P 2020-06-09 2023-09-26
VANGUARD FTSE EMERGING MKTS ETF P 2019-11-18 2023-09-26
VANGUARD FTSE EMERGING MKTS ETF P 2020-10-07 2023-09-26
VANGUARD FTSE EMERGING MKTS ETF P 2020-04-23 2023-09-26
VANGUARD FTSE EMERGING MKTS ETF P 2019-10-23 2023-09-26
VANGUARD FTSE EMERGING MKTS ETF P 2020-06-09 2023-09-26
VISA INC. CMN CLASS A P 2021-03-08 2023-09-26
VISA INC. CMN CLASS A P 2020-10-19 2023-09-26
VISA INC. CMN CLASS A P 2021-06-14 2023-09-26
VISA INC. CMN CLASS A P 2020-10-08 2023-09-26
WALMART INC CMN P 2020-06-09 2023-09-26
WALMART INC CMN P 2019-10-23 2023-09-26
CORE PLUS FD INS MUTUAL FUND CLASS I SHARES P 2019-11-19 2023-09-26
CORE PLUS FD INS MUTUAL FUND CLASS I SHARES P 2019-10-23 2023-09-26
CORE PLUS FD INS MUTUAL FUND CLASS I SHARES P 2019-10-23 2023-09-26
CORE PLUS FD INS MUTUAL FUND CLASS I SHARES P 2020-06-09 2023-09-26
SYNDAX PHARMACEUTICALS, INC. CMN P 2023-10-02 2023-10-03
CHORD ENERGY CMN P 2023-10-02 2023-10-04
SUMMIT MATERIALS, INC. CMN CLASS A P 2023-10-02 2023-10-09
AXIS CAPITAL HOLDINGS LIMITED CMN P 2023-10-02 2023-10-10
CENTERPOINT ENERGY, INC CMN P 2023-10-02 2023-10-10
SILK ROAD MEDICAL INC CMN P 2023-10-02 2023-10-11
LITTELFUSE, INC. CMN P 2023-10-02 2023-10-12
OUTSET MEDICAL, INC. CMN P 2023-10-02 2023-10-12
CORE & MAIN INC. CMN P 2023-10-02 2023-10-16
ENGAGESMART INC CMN P 2023-10-02 2023-10-16
SUMMIT HOTEL PROPERTIES, INC. CMN P 2023-10-02 2023-10-18
ENGAGESMART INC CMN P 2023-10-02 2023-10-24
UTZ BRANDS INC CMN P 2023-10-02 2023-10-26
PHREESIA INC CMN P 2023-10-02 2023-10-31
BLOOMIN' BRANDS, INC. CMN P 2023-10-02 2023-11-02
RETAIL OPPORTUNITY INVTS CORP CMN P 2023-10-02 2023-11-02
AXIS CAPITAL HOLDINGS LIMITED CMN P 2023-10-02 2023-11-06
EASTERN BANKSHARES INC CMN P 2023-10-02 2023-11-06
KONTOOR BRANDS, INC. CMN P 2023-10-02 2023-11-07
PACIRA BIOSCIENCES INC CMN P 2023-10-02 2023-11-07
SUN COUNTRY AIRLINES HOLDINGS, CMN P 2023-10-02 2023-11-08
SUN COUNTRY AIRLINES HOLDINGS, CMN P 2023-10-02 2023-11-08
HURON CONSULTING GROUP INC. CMN P 2023-10-02 2023-11-10
BIOLIFE SOLUTIONS, INC. CMN P 2023-10-02 2023-11-13
REVANCE THERAPEUTICS, INC. CMN P 2023-10-02 2023-11-13
CENTERPOINT ENERGY, INC CMN P 2023-10-02 2023-11-14
PERMIAN RESOURCES CORP CMN P 2023-10-02 2023-11-14
OLINK HOLDING AB (PUBL) SPONSORED ADR CMN P 2023-10-02 2023-11-16
CENTERPOINT ENERGY, INC CMN P 2023-10-02 2023-11-17
PAGERDUTY INC CMN P 2023-10-02 2023-11-17
PERMIAN RESOURCES CORP CMN P 2023-10-02 2023-11-17
ENERGY RECOVERY, INC. CMN P 2023-10-02 2023-11-20
WINGSTOP INC. CMN P 2023-10-02 2023-11-22
PERMIAN RESOURCES CORP CMN P 2023-10-02 2023-11-28
SUMMIT MATERIALS, INC. CMN CLASS A P 2023-10-02 2023-11-29
SUMMIT MATERIALS, INC. CMN CLASS A P 2023-10-20 2023-11-29
PAGERDUTY INC CMN P 2023-10-02 2023-11-30
FOOT LOCKER, INC. CMN P 2023-10-02 2023-12-01
KONTOOR BRANDS, INC. CMN P 2023-10-02 2023-12-04
HOULIHAN LOKEY, INC. CMN P 2023-10-02 2023-12-05
ENGAGESMART INC CMN P 2023-10-02 2023-12-07
PERFORMANCE FOOD GROUP COMPANY CMN P 2023-10-02 2023-12-07
AVID BIOSERVICES, INC. CMN P 2023-10-02 2023-12-11
E.L.F. BEAUTY, INC. CMN P 2023-10-02 2023-12-14
BLOOMIN' BRANDS, INC. CMN P 2023-10-02 2023-12-15
FOOT LOCKER, INC. CMN P 2023-10-02 2023-12-19
FIRST INTERSTATE BANCSYSTEM, I CMN P 2023-10-02 2023-12-20
PINNACLE FINANCIAL PARTNERS, I CMN P 2023-10-02 2023-12-20
TRINITY INDUSTRIES INC (DEL) CMN P 2023-10-02 2023-12-20
ENGAGESMART INC CMN P 2023-10-02 2023-12-22
HAYWARD HOLDINGS, INC. CMN P 2023-10-02 2023-12-28
PERMIAN RESOURCES CORP CMN P 2023-10-02 2023-12-28
AXA-UAP AMERICAN DEPOSITARY SHARES P 2023-09-29 2023-10-05
SAP SE (SPON ADR) P 2023-09-29 2023-10-05
UNICREDIT, SOCIETA PER AZIONI ADR P 2023-09-29 2023-10-05
SAP SE (SPON ADR) P 2023-09-29 2023-10-06
RIO TINTO PLC SPONSORED ADR P 2023-09-29 2023-10-09
DANONE SPONSORED ADR CMN P 2023-09-29 2023-10-12
SANOFI SPONSORED ADR CMN P 2023-09-29 2023-10-12
SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR CMN P 2023-09-29 2023-10-12
UNICREDIT, SOCIETA PER AZIONI ADR P 2023-09-29 2023-10-12
DANONE SPONSORED ADR CMN P 2023-09-29 2023-10-17
ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR CMN P 2023-09-29 2023-10-17
UNILEVER PLC (NEW) SPONSORED ADR CMN P 2023-09-29 2023-10-20
ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR CMN P 2023-09-29 2023-10-25
SAP SE (SPON ADR) P 2023-09-29 2023-10-25
RIO TINTO PLC SPONSORED ADR P 2023-09-29 2023-10-26
RIO TINTO PLC SPONSORED ADR P 2023-09-29 2023-10-30
SANDOZ GROUP AG ADR CMN P 2023-09-29 2023-10-30
DANONE SPONSORED ADR CMN P 2023-09-29 2023-11-02
ENEL SOCIETA PER AZIONI ADR CMN P 2023-09-29 2023-11-02
SANOFI SPONSORED ADR CMN P 2023-09-29 2023-11-02
UNICREDIT, SOCIETA PER AZIONI ADR P 2023-09-29 2023-11-02
ZURICH INS GROUP LTD SPONSORED ADR CMN P 2023-09-29 2023-11-02
ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR CMN P 2023-09-29 2023-11-03
ZURICH INS GROUP LTD SPONSORED ADR CMN P 2023-09-29 2023-11-03
ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR CMN P 2023-09-29 2023-11-09
ZURICH INS GROUP LTD SPONSORED ADR CMN P 2023-09-29 2023-11-09
ANHEUSER-BUSCH INBEV SPONSORED ADR CMN P 2023-09-29 2023-11-13
RYANAIR HOLDINGS PLC SPONSORED ADR CMN P 2023-09-29 2023-11-13
ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR CMN P 2023-09-29 2023-11-14
ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR CMN P 2023-09-29 2023-11-15
SAP SE (SPON ADR) P 2023-09-29 2023-11-15
MURATA MANUFACTURING CO., LTD. UNSPONSORED ADR P 2023-09-29 2023-11-17
UNICREDIT, SOCIETA PER AZIONI ADR P 2023-09-29 2023-11-17
ZURICH INS GROUP LTD SPONSORED ADR CMN P 2023-09-29 2023-11-17
ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR CMN P 2023-09-29 2023-11-20
ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR CMN P 2023-09-29 2023-11-22
ZURICH INS GROUP LTD SPONSORED ADR CMN P 2023-09-29 2023-11-22
SAP SE (SPON ADR) P 2023-09-29 2023-11-28
UNICREDIT, SOCIETA PER AZIONI ADR P 2023-09-29 2023-11-30
SAP SE (SPON ADR) P 2023-09-29 2023-12-01
AENA SME SA ADR CMN P 2023-09-29 2023-12-08
RIO TINTO PLC SPONSORED ADR P 2023-09-29 2023-12-08
UBS GROUP AG CMN P 2023-09-29 2023-12-08
AENA SME SA ADR CMN P 2023-09-29 2023-12-14
RIO TINTO PLC SPONSORED ADR P 2023-09-29 2023-12-14
RIO TINTO PLC SPONSORED ADR P 2023-09-29 2023-12-18
ARCELORMITTAL SA CMN P 2023-11-14 2023-12-19
CAPITAL GAINS DIVIDENDS P    
(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 73,988   48,413 25,575
b 13,032   8,981 4,051
c 13,388   13,209 179
d 16     16
e 41,703   44,344 -2,641
34,032   28,182 5,850
32,184   24,648 7,536
1,954   2,071 -117
2,577   2,743 -166
2,715   2,885 -170
2,974   3,103 -129
6,267   7,807 -1,540
9,834   11,246 -1,412
13,787   16,583 -2,796
25,742   29,913 -4,171
5,700   3,236 2,464
59,463   30,080 29,383
27,063   23,414 3,649
29,942   21,870 8,072
21,723   13,432 8,291
22,412   13,662 8,750
35,687   25,662 10,025
31,466   11,026 20,440
59,474   20,808 38,666
713   479 234
11,164   6,574 4,590
13,301   7,546 5,755
31,116   19,286 11,830
13,876   14,099 -223
30,287   13,021 17,266
4,553   3,324 1,229
32,518   22,710 9,808
46,826   40,275 6,551
5,607   7,289 -1,682
8,735   9,299 -564
15,641   16,133 -492
53,415   55,880 -2,465
3,283   2,221 1,062
7,387   2,539 4,848
9,028   3,295 5,733
12,311   3,554 8,757
32,831   11,218 21,613
32,831   11,255 21,576
123,936   48,012 75,924
68,389   42,408 25,981
13,276   7,213 6,063
19,662   16,209 3,453
21,678   15,114 6,564
28,400   17,231 11,169
44,029   30,087 13,942
1,795   1,505 290
27,121   27,415 -294
38,289   36,317 1,972
23,461   26,572 -3,111
30,070   31,375 -1,305
9,653   9,611 42
14,395   16,311 -1,916
19,024   18,152 872
47,137   43,399 3,738
2,627   2,488 139
3,073   2,617 456
4,097   3,158 939
5,878   5,815 63
31,394   32,250 -856
57,356   54,910 2,446
20,684   16,920 3,764
23,718   43,132 -19,414
3,699   3,826 -127
42,312   43,467 -1,155
6,593   5,090 1,503
10,925   9,824 1,101
52,929   44,859 8,070
29,835   20,762 9,073
200,068   170,687 29,381
22,090   23,131 -1,041
25,578   21,879 3,699
28,340   32,756 -4,416
46,361   34,979 11,382
40,520   36,640 3,880
45,841   45,896 -55
5,067   3,617 1,450
39,467   29,685 9,782
53,067   40,056 13,011
711   833 -122
1,265   1,477 -212
2,371   2,931 -560
3,082   3,361 -279
4,900   6,697 -1,797
16,835   22,524 -5,689
32,089   41,265 -9,176
1,164   831 333
2,116   1,506 610
4,020   2,817 1,203
5,290   3,568 1,722
25,921   18,739 7,182
29,412   22,794 6,618
38,934   28,771 10,163
61,151   45,674 15,477
89,295   54,234 35,061
96,164   33,013 63,151
11,882   9,495 2,387
46,475   34,825 11,650
59,552   45,035 14,517
82,968   55,518 27,450
47,755   37,969 9,786
65,167   49,894 15,273
8,861   5,487 3,374
27,780   25,306 2,474
55,320   39,613 15,707
7,018   6,351 667
20,605   22,024 -1,419
39,716   32,718 6,998
50,616   40,507 10,109
1,436   1,221 215
8,043   7,141 902
12,711   10,737 1,974
19,247   23,226 -3,979
24,561   24,469 92
8,119   7,643 476
21,556   22,701 -1,145
31,635   29,647 1,988
2,550   2,701 -151
7,761   8,496 -735
9,645   10,423 -778
11,530   12,188 -658
35,234   37,448 -2,214
65,115   32,581 32,534
77,734   48,081 29,653
15,725   14,987 738
29,178   29,562 -384
42,369   45,094 -2,725
266,970   256,719 10,251
487,989   450,698 37,291
1,953   2,115 -162
2,383   2,696 -313
6,212   5,677 535
217,423   231,575 -14,152
305,838   315,102 -9,264
8,762   8,454 308
9,915   8,547 1,368
14,527   14,645 -118
63,411   55,758 7,653
28,204   20,950 7,254
31,465   22,993 8,472
8,324   11,282 -2,958
44,156   61,088 -16,932
245,267   333,802 -88,535
454,173   626,291 -172,118
1,397   1,445 -48
767   793 -26
1,780   1,710 70
1,185   1,169 16
733   694 39
460   1,027 -567
1,426   1,472 -46
797   1,135 -338
763   688 75
753   666 87
1,139   1,129 10
1,134   924 210
1,053   1,145 -92
1,043   1,392 -349
828   856 -28
785   787 -2
1,082   1,114 -32
833   883 -50
894   787 107
1,317   1,334 -17
797   835 -38
      30
1,146   1,152 -6
1,025   1,355 -330
354   676 -322
796   745 51
1,141   1,147 -6
1,628   910 718
968   899 69
1,166   1,208 -42
800   810 -10
983   1,046 -63
934   729 205
778   810 -32
70   62 8
1,082   1,055 27
1,236   1,253 -17
872   561 311
1,050   831 219
1,725   1,573 152
1,028   832 196
1,815   1,646 169
667   1,250 -583
2,693   2,066 627
1,022   954 68
1,175   687 488
951   734 217
1,135   857 278
1,246   1,086 160
1,236   998 238
1,135   1,160 -25
1,281   1,255 26
1,321   1,372 -51
1,287   1,294 -7
1,153   1,208 -55
1,026   1,036 -10
972   1,019 -47
987   955 32
712   699 13
669   669 0
337   335 2
1,075   1,032 43
875   896 -21
1,694   1,729 -35
1,515   1,659 -144
1,188   1,165 23
1,070   1,083 -13
1,420   1,401 19
434   451 -17
536   488 48
1,193   1,131 62
1,066   1,236 -170
623   598 25
1,065   1,007 58
645   631 14
1,018   961 57
1,165   1,110 55
1,624   1,556 68
776   722 54
1,064   968 96
1,094   986 108
1,319   1,177 142
1,041   906 135
1,249   1,196 53
1,935   1,722 213
689   641 48
2,562   2,255 307
1,081   978 103
1,509   1,419 90
782   647 135
476   419 57
317   259 58
1,068   937 131
1,548   1,401 147
1,367   1,184 183
558   468 90
652   573 79
732   637 95
948   758 190
66     66
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       25,575
b       4,051
c       179
d       16
e       -2,641
      5,850
      7,536
      -117
      -166
      -170
      -129
      -1,540
      -1,412
      -2,796
      -4,171
      2,464
      29,383
      3,649
      8,072
      8,291
      8,750
      10,025
      20,440
      38,666
      234
      4,590
      5,755
      11,830
      -223
      17,266
      1,229
      9,808
      6,551
      -1,682
      -564
      -492
      -2,465
      1,062
      4,848
      5,733
      8,757
      21,613
      21,576
      75,924
      25,981
      6,063
      3,453
      6,564
      11,169
      13,942
      290
      -294
      1,972
      -3,111
      -1,305
      42
      -1,916
      872
      3,738
      139
      456
      939
      63
      -856
      2,446
      3,764
      -19,414
      -127
      -1,155
      1,503
      1,101
      8,070
      9,073
      29,381
      -1,041
      3,699
      -4,416
      11,382
      3,880
      -55
      1,450
      9,782
      13,011
      -122
      -212
      -560
      -279
      -1,797
      -5,689
      -9,176
      333
      610
      1,203
      1,722
      7,182
      6,618
      10,163
      15,477
      35,061
      63,151
      2,387
      11,650
      14,517
      27,450
      9,786
      15,273
      3,374
      2,474
      15,707
      667
      -1,419
      6,998
      10,109
      215
      902
      1,974
      -3,979
      92
      476
      -1,145
      1,988
      -151
      -735
      -778
      -658
      -2,214
      32,534
      29,653
      738
      -384
      -2,725
      10,251
      37,291
      -162
      -313
      535
      -14,152
      -9,264
      308
      1,368
      -118
      7,653
      7,254
      8,472
      -2,958
      -16,932
      -88,535
      -172,118
      -48
      -26
      70
      16
      39
      -567
      -46
      -338
      75
      87
      10
      210
      -92
      -349
      -28
      -2
      -32
      -50
      107
      -17
      -38
      30
      -6
      -330
      -322
      51
      -6
      718
      69
      -42
      -10
      -63
      205
      -32
      8
      27
      -17
      311
      219
      152
      196
      169
      -583
      627
      68
      488
      217
      278
      160
      238
      -25
      26
      -51
      -7
      -55
      -10
      -47
      32
      13
      0
      2
      43
      -21
      -35
      -144
      23
      -13
      19
      -17
      48
      62
      -170
      25
      58
      14
      57
      55
      68
      54
      96
      108
      142
      135
      53
      213
      48
      307
      103
      90
      135
      57
      58
      131
      147
      183
      90
      79
      95
      190
      66
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 2 563,062
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 9,912
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 9,912
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 9,912
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,010
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,510
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,598
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,598 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? Click to see attachment
List of Attached Documents:
// Content
....................
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 arrowCO
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 arrowWOODY CREEK MANAGEMENT GROUP LLC Telephone no.right arrow (303) 225-8472

Located atright arrow250 STEELE STREET SUITE 375DENVERCO ZIP+4right arrow80206
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
JEFFREY S GOLDSTEIN DIRECTOR
2.00 		0 0 0
C/O WOODY CREEK MANAGEMENT 250
STEELE ST
DENVER,CO80206
JULIE A GOLDSTEIN DIRECTOR
2.00 		0 0 0
C/O WOODY CREEK MANAGEMENT 250
STEELE ST
DENVER,CO80206
LESLIE K GOLDSTEIN DIRECTOR
2.00 		0 0 0
C/O WOODY CREEK MANAGEMENT 250
STEELE ST
DENVER,CO80206
BARBARA WAGNER DIRECTOR
2.00 		4,500 0 0
C/O WOODY CREEK MANAGEMENT 250
STEELE ST
DENVER,CO80206
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A 0
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
5,663,341
b
Average of monthly cash balances.......................
1b
595,746
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,259,087
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
6,259,087
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
93,886
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,165,201
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
308,260
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
308,260
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,912
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,912
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
298,348
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
298,348
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
298,348
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
165,464
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
165,464
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 7 298,348
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 78,301
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$ 165,464
a Applied to 2022, but not more than line 2a 78,301
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 87,163
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 .......... 		211,185
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).)
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

AMERICAN JEWISH WORLD SERVICE

PO BOX 568
ETNA,NH03750 		    JEWISH EDUCATION AND SERVICES 30,000

GIRL RISING

28 VERANDAH PLACE
BROOKLYN,NY11201 		    GIRLS' EDUCATION AND EMPOWERMENT 15,000

HARVARD DIVINITY SCHOOL - LYNDA M GOLDSTEIN WSRP IMPACT FUND

124 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		    WOMEN'S STUDIES IN RELIGION PROGRAM 5,000

JEWISH FAMILY SERVICE OF COLORADO

3201 SOUTH TAMARACT DRIVE
DENVER,CO80231 		    JEWISH EDUCATION AND SERVICES 10,000

METROPOLITAN STATE DENVER FOUNDATION - UNIVERSITY ADVANCEMENT

CAMPUS BOX 14 PO BOX 173362
DENVER,CO80217 		    TO PROMOTE THE DEVELOPMENT AND GENERAL WELFARE OF THE UNIVERSITY BY RECEIVING, INVESTING AND ADMINISTERING PRIVATE SUPPORT. 15,000

NEW VILLAGE GIRLS ACADEMY

147 N OCCIDENTAL BLVD
LOS ANGELES,CA90026 		    TO PROVIDE A HIGH QUALITY EDUCATIONAL OPPORTUNITY FOR GIRLS WHO HAVE NOT BEEN SUCCESSFULLY SERVED IN TRADITIONAL PUBLIC SCHOOLS. 5,000

PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS

7155 E 38TH AVE
DENVER,CO80207 		    TO PROVIDE HIGH-QUALITY, INCLUSIVE AND COMPREHENSIVE SEXUAL AND REPRODUCTIVE HEALTH CARE SERVICES TO ALL PEOPLE. 10,000

REDLINE CONTEMPORARY ARTS CENTER

2350 ARAPAHOE STREET
DENVER,CO80205 		    TO FOSTER EDUCATION AND ENGAGEMENT BETWEEN ARTISTS AND COMMUNITIES 20,000

UNIVERSITY OF DENVERKORBEL

2601 EAST COLORADO AVENUE
DENVER,CO80208 		    HIGHER EDUCATION AND SERVICES 20,000

WOMEN'S REGIONAL NETWORK

PO BOX 6552
DENVER,CO80206 		    TO ADVANCE WOMEN'S RIGHTS AND REGIONAL PEACE IN AFGHANISTAN, INDIA, AND PAKISTAN 20,000

COBALT FOUNDATION

PO BOX 22485
DENVER,CO80222 		    SECURING AND PROTECTING EVERY PERSON'S ACCESS TO REPRODUCTIVE HEALTHCARE, AND COMBATING ALL THREATS TO THAT ACCESS. 10,000
Total .................................right arrow 3a 160,000
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 ........... 		    14 303  
4 Dividends and interest from securities ....     14 180,832  
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 ............ 		    14 563,062  
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) .. 0 744,197 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
744,197
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
LYNDA M GOLDSTEIN FAMILY FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP LLC
EIN:
20-0568178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,000 6,000   0

TY 2023 ExplanOfLegisPoliticalActvts
Name:
LYNDA M GOLDSTEIN FAMILY FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP LLC
EIN:
20-0568178
Explanation:
N/A

TY 2023 InvestmentsCorpBondsSchedule
Name:
LYNDA M GOLDSTEIN FAMILY FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP LLC
EIN:
20-0568178
Name of Bond End of Year Book Value End of Year Fair Market Value
GOLDMAN SACHS 012-25051-0 524,294 524,294
GOLDMAN SACHS 012-25052-8 1,146,446 1,146,446

TY 2023 InvestmentsCorpStockSchedule
Name:
LYNDA M GOLDSTEIN FAMILY FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP LLC
EIN:
20-0568178
Name of Stock End of Year Book Value End of Year Fair Market Value
GOLDMAN SACHS 012-25047-8 523,521 523,521
GOLDMAN SACHS 012-25050-2 436,019 436,019
GOLDMAN SACHS 012-25053-6 3,453,761 3,453,761

TY 2023 OtherDecreasesSchedule
Name:
LYNDA M GOLDSTEIN FAMILY FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP LLC
EIN:
20-0568178
Description Amount
UNREALIZED GAIN/LOSS 19,980


TY 2023 OtherExpensesSchedule
Name:
LYNDA M GOLDSTEIN FAMILY FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP LLC
EIN:
20-0568178
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 10 10   0


TY 2023 OtherProfessionalFeesSchedule
Name:
LYNDA M GOLDSTEIN FAMILY FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP LLC
EIN:
20-0568178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FAMILY OFFICE FEES 10,927 5,463   5,464
INVESTMENT FEES 12,205 12,205   0


TY 2023 TaxesSchedule
Name:
LYNDA M GOLDSTEIN FAMILY FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP LLC
EIN:
20-0568178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 10,212 0   0
FOREIGN TAXES 2,924 2,924   0