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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WOLDENBERG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)524 METAIRIE ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
METAIRIE, LA700054308
A Employer identification number

72-6022665
B Telephone number (see instructions)

(504) 847-6078
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$31,690,353
J 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) 610,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 339,300 339,300  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 321,581
b Gross sales price for all assets on line 6a 1,237,512
7 Capital gain net income (from Part IV, line 2)... 321,581
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)....... -149,429 4,587 0
12 Total. Add lines 1 through 11........ 1,121,452 665,468 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 120,000 30,000 0 90,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 12,844 3,211 0 9,633
b Accounting fees (attach schedule)....... 10,502 2,626 0 7,876
c Other professional fees (attach schedule)....        
17 Interest............... 11,695 11,695 0 0
18 Taxes (attach schedule) (see instructions)... 7,401 7,401 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 10,923 2,731 0 8,192
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 95,967 85,883 0 10,084
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 269,332 143,547 0 125,785
25 Contributions, gifts, grants paid....... 1,607,791 1,607,791
26 Total expenses and disbursements. Add lines 24 and 25 1,877,123 143,547 0 1,733,576
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -755,671
b Net investment income (if negative, enter -0-) 521,921
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 473,699 399,907 399,907
2 Savings and temporary cash investments......... 74,133 393,478 393,478
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 arrow1,765,130
Less: allowance for doubtful accounts right arrow0 1,896,496 1,765,130 2,478,291
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 44,720 98,520 98,520
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 15,459,966 Click to see attachment
List of Attached Documents:
// Content
14,873,668
19,285,282
c Investments—corporate bonds (attach schedule)....... 200,000 0 0
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).......... 6,254,813 Click to see attachment
List of Attached Documents:
// Content
6,032,835
9,034,875
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) 24,403,827 23,563,538 31,690,353
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 24,403,827 23,563,538
29 Total net assets or fund balances (see instructions)..... 24,403,827 23,563,538
30 Total liabilities and net assets/fund balances (see instructions). 24,403,827 23,563,538
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
24,403,827
2
Enter amount from Part I, line 27a .....................
2
-755,671
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,648,156
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
84,618
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
23,563,538
Form 990-PF (2024)
Form 990-PF (2024)
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 PASSTHROUGH FROM K-1 INVESTMENTS P 2024-01-01 2024-12-31
b PASSTHROUGH FROM K-1 INVESTMENTS P 2023-12-30 2024-12-31
c ISHARES TR CORE S&P500 ETF P 2023-08-31 2024-02-16
d ISHARES TR CORE S&P500 ETF (IVV) P 2023-08-31 2024-05-03
e ISHARES TR CORE S&P500 ETF (IVV) P 2023-08-31 2024-05-03
ISHARES TR CORE S&P500 ETF (IVV) P 2023-08-31 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2024-01-02 2024-05-03
WCM FOCUSED INTERNATIONAL GROWTH FD INSTL CL N/L (WCMIX) P 2019-07-23 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2023-05-01 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-07-01 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-07-15 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-07-31 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-08-14 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-09-01 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-09-15 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-10-01 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-10-15 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-10-30 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-11-13 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-12-01 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-12-15 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-12-31 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2021-01-15 2024-05-03
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2021-02-01 2024-05-03
STATE OF ISRAEL DEB ACTUAL/365 ISIN US46514VBB80 1.3% 02/01/2024 (46514VBB8) P 2021-03-08 2024-02-06
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     129,949 -129,949
b 195,360     195,360
c 12,485     12,485
d 1,541   1,364 177
e 48,809   43,186 5,623
299,614   265,028 34,586
6,497   6,420 77
98,000   70,474 27,526
12,690   12,554 136
12,250   12,445 -195
12,258   12,465 -207
12,258   12,465 -207
12,246   12,465 -219
12,246   12,465 -219
12,233   12,465 -232
12,221   12,465 -244
12,221   12,465 -244
12,196   12,466 -270
12,221   12,465 -244
12,221   12,465 -244
12,208   12,465 -257
12,258   12,465 -207
12,246   12,465 -219
12,233   12,465 -232
200,000   200,000 0
179,000     179,000
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       -129,949
b       195,360
c       12,485
d       177
e       5,623
      34,586
      77
      27,526
      136
      -195
      -207
      -207
      -219
      -219
      -232
      -244
      -244
      -270
      -244
      -244
      -257
      -207
      -219
      -232
      0
      179,000
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 2 321,581
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 7,255
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 7,255
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 7,255
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 79,160
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 79,160
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 193
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 71,712
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow71,712 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowLA
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 2024 or the taxable year beginning in 2024? 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 arrowWWW.GOLDRINGFOUNDATION.COM
14
The books are in care ofright arrowEXECUTIVE DIRECTOR Telephone no.right arrow (504) 849-6078

Located atright arrow524 METAIRIE ROADMETAIRIELA ZIP+4right arrow700054308
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 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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
Yes
 
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
No
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
WILLIAM A GOLDRING BOARD CHAIR
1.00
0 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
JEFFREY B GOLDRING TRUSTEE
1.00
0 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
ROBERT STEEG TRUSTEE
1.00
30,000 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
MARK HALPERN TRUSTEE
1.00
30,000 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
MINETTE BROWN TRUSTEE
1.00
60,000 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
PAUL L FINE TREASURER
1.00
0 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
LISA B WILLIAMS SECRETARY
10.00
0 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
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 (2024)
Form 990-PF (2024)
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
MINETTE BROWN TRUSTEE 60,000
524 METAIRIE ROAD
METAIRIE,LA700054308
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 DONATIONS FOR SCHOLARSHIPS 783,000
2 DONATIONS FOR JEWISH CAUSES 381,975
3 DONATIONS FOR ARTS & CULTURE 230,000
4 DONATIONS FOR EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 129,300
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 (2024)
Form 990-PF (2024)
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
29,191,363
b
Average of monthly cash balances.......................
1b
371,440
c
Fair market value of all other assets (see instructions)................
1c
98,520
d
Total (add lines 1a, b, and c).........................
1d
29,661,323
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
29,661,323
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
444,920
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,216,403
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,460,820
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
1,460,820
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,255
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,255
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,453,565
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,453,565
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
1,453,565
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
1,733,576
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
1,733,576
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,453,565
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,657,381
b From 2020...... 831,870
c From 2021...... 1,681,495
d From 2022...... 2,407,167
e From 2023...... 2,404,164
f Total of lines 3a through e ........ 8,982,077
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,733,576
a Applied to 2023, but not more than line 2a 0
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)........
Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2024 distributable amount..... 1,453,565
e Remaining amount distributed out of corpus 280,011
5 Excess distributions carryover applied to 2024. 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 9,262,088
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
1,657,381
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
7,604,707
10 Analysis of line 9:
a Excess from 2020.... 831,870
b Excess from 2021.... 1,681,495
c Excess from 2022.... 2,407,167
d Excess from 2023.... 2,404,164
e Excess from 2024.... 280,011
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LISA B WILLIAMS
524 METAIRIE ROAD
METAIRIE,LA700054308
(504) 849-6087
LISA@GOLDRINGFOUNDATION.COM
bThe form in which applications should be submitted and information and materials they should include:
EMAIL LISA@GOLDRINGFOUNDATION.COM
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
Form 990-PF (2024)
Form 990-PF (2024)
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

PASS-THROUGH CONTRIBUTIONS FROM K-1 INVESTMENTS

524 METAIRIE ROAD
METAIRIE,LA70005
NONE   TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 16

AMERICAN FRIENDS OF ALYN HOSPITAL

122 E 42 STREET 1519
NEW YORK,NY10168
NONE   JEWISH CAUSES 150,000

AMERICAN FRIENDS OF MDA

3300 PGA BLVD SUITE 307
PALM BEACH GARDENS,FL33410
NONE   JEWISH CAUSES 50,000

ASSOC BUILDRS & CONT

5001 SHADELAND AVE
INDIANAPOLIS,IN46226
NONE   SCHOLARSHIPS 3,000

ASSUMPTION HS LOUISVILLE

2170 TYLER LN
LOUISVILLE,KY40205
NONE   SCHOLARSHIPS 7,000

AUBURN UNIVERSITY

182 S COLLEGE ST
AUBURN,AL36849
NONE   SCHOLARSHIPS 3,000

AVODAH NEW ORLEANS

195 MONTAGUE STREET FLOOR 14
BROOKLYN,NY11201
NONE   JEWISH CAUSES 20,000

BELLARMINE UNIVERSITY

2001 NEWBURG RD
LOUISVILLE,KY40205
NONE   SCHOLARSHIPS 3,000

BETHLEHEM HIGH SCHOOL

309 W STEPHEN FOSTER AVE
BARDSTOWN,KY40004
NONE   SCHOLARSHIPS 12,000

BIRTHRIGHT ISRAEL

711 THIRD AVENUE FLOOR 10
NEW YORK,NY10017
NONE   JEWISH CAUSES 100,000

BLUEGRASS CTC

500 NEWTON PIKE
LEXINGTON,KY40508
NONE   SCHOLARSHIPS 4,000

BREASTORATION

201 EVANS ROAD SUITE 319
NEW ORLEANS,LA70123
NONE   HEALTH 5,000

BRIDGE HOUSE

4150 EARHART BLVD
NEW ORLEANS,LA70125
NONE   HEALTH 25,000

CAMPBELLSVILLE UNIVERSITY

1 UNIVERSITY DRIVE
CAMPBELLSVILLE,KY42718
NONE   SCHOLARSHIPS 15,000

CENTRE COLLEGE

600 W WALNUT STREET
DANVILLE,KY40422
NONE   SCHOLARSHIPS 3,000

CITY YEAR

3400 ST CLAUDE AVENUE
NEW ORLEANS,LA70117
NONE   EDUCATION 50,000

COVENANT HOUSE

611 N RAMPART STREET
NEW ORLEANS,LA70112
NONE   HUMAN SERVICES 10,000

CRIME STOPPERS

PO BOX 55249
METAIRIE,LA70055
NONE   CIVIL AFFAIRS 5,000

DEPAUL UNIVERSITY

2000 PENNINGTON RD
CHICAGO,IL60614
NONE   SCHOLARSHIPS 3,000

DORDT UNIVERSITY

700 7TH STREET NE
SIOUX CENTER,IA51250
NONE   SCHOLARSHIPS 4,000

DUKE UNIVERSITY

DUKE UNIVERSITY
DURHAM,NC27708
NONE   SCHOLARSHIPS 3,000

EASTERN KENTUCKY UNIVERSITY

521 LANCASTER AVE
RICHMOND,KY40475
NONE   SCHOLARSHIPS 45,000

ELIZABETHTOWN CTC

600 COLLEGE STREET ROAD
ELIZABETHTOWN,KY42701
NONE   SCHOLARSHIPS 28,000

FORDHAM UNIVERSITY

FORDHAM UNIVERSITY
BRONX,NY10458
NONE   SCHOLARSHIPS 7,000

FRIENDS OF IDF

60 EAST 42 STREET
NEW YORK,NY10165
NONE   JEWISH CAUSES 30,000

GEORGETOWN COLLEGE

400 E COLLEGE STREET
GEORGETOWN,KY40324
NONE   SCHOLARSHIPS 12,000

GERMAN INTERNATIONAL SCHOOL OF SILICON VALLEY

310 EASY STREET
MOUNTAIN VIEW,CA94043
NONE   SCHOLARSHIPS 4,000

GRAND RAPIDS CC

143 BOSTWICK AVE NE
GRAND RAPIDS,MI49503
NONE   SCHOLARSHIPS 3,000

GREATER NEW ORLEANS DEVELOP FOUNDATION

1100 POYDRAS STREET SUITE 3475
NEW ORLEANS,LA70163
NONE   HUMAN SERVICES 12,500

HANOVER COLLEGE

517 BALL DRIVE
HANOVER,IN47243
NONE   SCHOLARSHIPS 7,000

INDIANA UNIVERSITY INDIANAPOLIS

420 UNIVERSITY BLVD
INDIANAPOLIS,IN46202
NONE   SCHOLARSHIPS 4,000

INDIANA UNIVERSITY SE

4201 GRANT LINE RD
NEW ALBANY,IN47150
NONE   SCHOLARSHIPS 7,000

JEWISH CHILDREN'S REGIONAL SERVICE

PO BOX 7368
METAIRIE,LA700107368
NONE   JEWISH CAUSES 25,000

KCTCS

300 N MAIN ST
VERSAILLES,KY40383
NONE   SCHOLARSHIPS 3,000

KEARNEY CATHOLIC HS

110 E 35TH ST
KEARNEY,NE68847
NONE   SCHOLARSHIPS 7,000

KENTUCKY COUNTRY DAY SCHOOL

4100 SPRINGDALE RD
LOUISVILLE,KY40241
NONE   SCHOLARSHIPS 4,000

KENTUCKY STATE UNIVERSITY

400 E MAIN ST
FRANKFORT,KY40601
NONE   SCHOLARSHIPS 3,000

KENTUCKY WESLEYAN COLLEGE

3000 FREDERICA ST
OWENSBORO,KY42301
NONE   SCHOLARSHIPS 25,000

LINDSEY WILSON COLLEGE

210 LINDSEY WILSON ST
COLUMBIA,KY42728
NONE   SCHOLARSHIPS 4,000

LOUISIANA ENDOWMENT FOR THE HUMANITIES

938 LAFAYETTE STREET SUITE 300
NEW ORLEANS,LA70113
NONE   ARTS & CULTURE 5,000

LOUISVILLE COLLEGIATE

2427 GLENMARY AVE
LOUISVILLE,KY40204
NONE   SCHOLARSHIPS 3,000

LOUISVILLE HOLY CROSS

5144 DIXIE HWY
SHIVELY,KY40216
NONE   SCHOLARSHIPS 3,000

LSU

156 THOMAS BOYD HALL
BATON ROUGE,LA70803
NONE   SCHOLARSHIPS 10,000

LYMPHOMA RESEARCH FOUNDATION

WALL STREET PLAZA/88 PINE STREET
SUITE 2400
NEW YORK,NY10005
NONE   HEALTH 6,000

MIDWAY UNIVERSITY

512 E STEPHENS ST
MIDWAY,KY40347
NONE   SCHOLARSHIPS 17,000

MILKEN COMMUNITY SCHOOLS

15800 ZELDINS WAY
LOS ANGELES,CA90049
NONE   EDUCATION 1,800

NATIONAL WW II MUSEUM

945 MAGAZINE STREET
NEW ORLEANS,LA70130
NONE   ARTS & CULTURE 215,000

NEW ORLEANS WOMEN & CHILDREN'S SHELTER

2625 IBERVILLE STREET
NEW ORLEANS,LA70119
NONE   HUMAN SERVICES 15,000

NEW SCHOOLS NEW ORLEANS

1555 POYDRAS STREET SUITE 781
NEW ORLEANS,LA70112
NONE   EDUCATION 25,000

NORTH AMERICAN LINEMAN TRAINING CENTER

1650 TRACE CREEK RD
MCEWEN,TN37101
NONE   SCHOLARSHIPS 4,000

NORTH GEORGIA TECH COLLEGE

1500 GA-197
CLARKSVILLE,GA30523
NONE   SCHOLARSHIPS 3,000

NORTHERN KENTUCKY UNIVERSITY

1 LOUIE B NUNN DR
HIGHLAND HEIGHTS,KY41099
NONE   SCHOLARSHIPS 4,000

NOTRE DAME UNIVERSITY

NOTRE DAME UNIVERSITY
NOTRE DAME,IN46556
NONE   SCHOLARSHIPS 7,000

OGDEN MUSEUM OF SOUTHERN ART

925 CAMP STREET
NEW ORLEANS,LA70130
NONE   ARTS & CULTURE 10,000

OHIO STATE UNIVERSITY

281 W LANE AVE
COLUMBUS,OH43210
NONE   SCHOLARSHIPS 12,000

OREGON STATE UNIVERSITY

1500 SW JEFFERSON WAY
CORVALLIS,OR97331
NONE   SCHOLARSHIPS 7,000

OWENSBORO CATHOLIC HS

1524 W PARRISH AVE
OWENSBORO,KY42301
NONE   SCHOLARSHIPS 19,000

OWENSBORO CTC

4800 NEW HARTFORD RD
OWENSBORO,KY42303
NONE   SCHOLARSHIPS 64,000

POSSE FOUNDATION

1555 POYDRAS STREET SUITE 470
NEW ORLEANS,LA70112
NONE   EDUCATION 15,000

PURDUE UNIVIVERSITY

610 PURDUE MALL WEST
LAFAYETTE,IN47907
NONE   SCHOLARSHIPS 7,000

RADFORD UNIVERSITY

801 E MAIN ST
RADFORD,VA24142
NONE   SCHOLARSHIPS 3,000

RIO HONDO COLLEGE

3600 WORKMAN MILL RD
WHITTIER,CA90601
NONE   SCHOLARSHIPS 3,000

ROCHESTER INS TECH

1 LOMB MEMORIAL DR
ROCHESTER,NY14623
NONE   SCHOLARSHIPS 7,000

SACRED HEART ACADEMY

3175 LEXINGTON RD
LOUISVILLE,KY40206
NONE   SCHOLARSHIPS 7,000

SAINT XAVIER UNIVERSITY

3700 W 103RD STREET
CHICAGO,IL60655
NONE   SCHOLARSHIPS 4,000

SAVE A CHILD'S HEART

PO BOX 2006
ROCKVILLE,MD20847
NONE   HEALTH 5,000

SEMINOLE STATE COLLEGE

2701 BOREN BLVD
SEMINOLE,OK74868
NONE   SCHOLARSHIPS 4,000

SOMERSETT CC

808 MONTICELLO STREET
SOMERSET,KY42501
NONE   SCHOLARSHIPS 3,000

SOUTHERN MAINE CC

96 FALMOUTH ST
PORTLAND,ME04103
NONE   SCHOLARSHIPS 7,000

SPALDING UNIV

901 S 4TH STREET
LOUISVILLE,KY40203
NONE   SCHOLARSHIPS 4,000

ST XAVIER HIGH SCHOOL

1609 POPLAR LEVEL RD
LOUISVILLE,KY40508
NONE   SCHOLARSHIPS 4,000

STEEG FAMILY FOUNDATION

201 ST CHARLES AVENUE SUITE 3201
NEW ORLEANS,LA701701032
NONE   EDUCATION 15,000

SUNY BUFFALO

134 JACOBS HL
BUFFALO,NY14260
NONE   SCHOLARSHIPS 4,000

SUNY COBLESKILL

106 SUFFOLK CIRCLE
COBLESKILL,NY12043
NONE   SCHOLARSHIPS 4,000

TEMPLE SINAI PALM DESERT

73251 HOVLEY LANE WEST
PALM DESERT,CA922600319
NONE   JEWISH CAUSES 1,975

TOWSON UNIV

8000 YORK RD
TOWSON,MD21252
NONE   SCHOLARSHIPS 4,000

TRANSYLVANIA UNIVERSITY

300 N BROADWAY
LEXINGTON,KY40508
NONE   SCHOLARSHIPS 3,000

TRINITY HIGH SCHOOL

4011 SHELBYVILLE RD
ST MATTHEWS,KY40207
NONE   SCHOLARSHIPS 12,000

TULANE UNIVERSITY

4238 ST CHARLES AVENUE
NEW ORLEANS,LA70115
NONE   EDUCATION 10,000

TX A&M KINGSVILLE

700 UNIVERSITY BLVD
KINGSVILLE,TX78363
NONE   SCHOLARSHIPS 7,000

UNIVERSITY AT BUFFALO

190 FOUNDERS PROM
AMHERST,NY14068
NONE   SCHOLARSHIPS 3,000

UNIVERSITY OF AL HUNTSVILLE

301 SPARKMAN DR
HUNTSVILLE,AL35899
NONE   SCHOLARSHIPS 3,000

UNIVERSITY OF ALABAMA

UNIVERSITY OF ALABAMA
TUSCALOOSA,AL35487
NONE   SCHOLARSHIPS 3,000

UNIVERSITY OF ALABAMA

UNIVERSITY OF ALABAMA
TUSCALOOSA,AL35487
NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF ARIZONA

1200 E UNIVERSITY BLVD
TUCSON,AZ85721
NONE   SCHOLARSHIPS 7,000

UNIVERSITY OF CINCINNATI

2600 CLIFTON AVE
CINCINNATI,OH45221
NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF CUMBERLANDS

6178 COLLEGE STATION DRIVE
WILLIAMSBURG,KY40769
NONE   SCHOLARSHIPS 11,000

UNIVERSITY OF EVANSVILLE

1800 LINCOLN AVE
EVANSVILLE,IN47722
NONE   SCHOLARSHIPS 3,000

UNIVERSITY OF HARTFORD

200 BLOOMFIELD AVENUE
WEST HARTFORD,CT06117
NONE   EDUCATION 2,500

UNIVERSITY OF IOWA

UNIVERSITY OF IOWA
IOWA CITY,IA52242
NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF KENTUCKY

301 PETERSON SERVICE BUILDING 0005
LEXINGTON,KY40506
NONE   SCHOLARSHIPS 65,000

UNIVERSITY OF LOUISVILLE

2301 S 3RD ST
LOUISVILLE,KY40292
NONE   SCHOLARSHIPS 46,000

UNIVERSITY OF MIAMI

1320 S DIXIE HWY
CORAL GABLES,FL33146
NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF MISSISSIPPI

UNIVERSITY OF MISSISSIPPI
UNIVERSITY,MS38677
NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF NEBRASKA KEARNEY

2504 9TH AVENUE
KEARNEY,NE68849
NONE   SCHOLARSHIPS 3,000

UNIVERSITY OF NEBRASKA-LINCOLN

1400 R ST
LINCOLN,NE68588
NONE   SCHOLARSHIPS 3,000

UNIVERSITY OF NEVADA-RENO

1664 N VIRGINIA ST
RENO,NV89557
NONE   SCHOLARSHIPS 7,000

UNIVERSITY OF NEW ENGLAND-BIDDEFORD

11 HILLS BEACH RD
BIDDEFORD,ME04005
NONE   SCHOLARSHIPS 7,000

UNIVERSITY OF NORTH ALABAMA

1 HARRISON PLAZA
FLORENCE,AL35632
NONE   SCHOLARSHIPS 7,000

UNIVERSITY OF SCRANTON

800 LINDEN ST
SCRANTON,PA18510
NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF SOUTH ALABAMA

307 N UNIVERSITY BLVD
MOBILE,AL36688
NONE   SCHOLARSHIPS 7,000

UNIVERSITY OF SOUTH CAROLINA

UNIVERSITY OF SOUTH CAROLINA
COLUMBIA,SC29208
NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF SOUTHERN INDIANA

8600 UNIVERSITY BLVD
EVANSVILLE,IN47712
NONE   SCHOLARSHIPS 15,000

UNIVERSITY OF SOUTHERN MAINE

96 FALMOUTH ST
PORTLAND,ME04103
NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF TAMPA

401 W KENNEDY BLVD
TAMPA,FL33606
NONE   SCHOLARSHIPS 3,000

UNIVERSITY OF TENNESSEE

UNIVERSITY OF TENNESSEE
KNOXVILLE,TN37996
NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF TENNESSEE

UNIVERSITY OF TENNESSEE
KNOXVILLE,TN37996
NONE   SCHOLARSHIPS 14,000

VALOR CHRISTIAN HS

3775 GRACE BLVD
HIGHLANDS RANCH,CO80126
NONE   SCHOLARSHIPS 4,000

VIRGINIA TECH

VIRGINIA TECH
BLACKSBURG,VA24061
NONE   SCHOLARSHIPS 7,000

WESTERN KENTUCKY UNIVERSITY

1906 COLLEGE HEIGHTS BLVD
BOWLING GREEN,KY42101
NONE   SCHOLARSHIPS 55,000

WHITESVILLE TRINITY HS

10510 MAIN CROSS ST
WHITESVILLE,KY42378
NONE   SCHOLARSHIPS 4,000

WINSTON ACADEMY HS

111 RICHARDSON RD
LOUISVILLE,MS39339
NONE   SCHOLARSHIPS 4,000

WORLD JEWISH CONGRESS

501 MADISON AVENUE
NEW YORK,NY10022
NONE   JEWISH CAUSES 5,000

XAVIER UNIVERSITY

3800 VICTORY PKWY
CINCINNATI,OH45207
NONE   SCHOLARSHIPS 3,000

YOUTH EMPOWERMENT PROJECT

1600 ORETHA CASTLE HALEY BLVD
NEW ORLEANS,LA70113
NONE   EDUCATION 10,000
Total .................................right arrow 3a 1,607,791
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 339,300  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 4,587  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 321,581  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPASS-THROUGH UBTI FROM K-1 INVESTMENTS
523000 -154,016      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -154,016 665,468 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
511,452
(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.)
4 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
7 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
8 GAINS ON SALE OF INVESTMENTS TO BE DISTRIBUTED TO CHAR. ORG
Form 990-PF (2024)
Form 990-PF (2024)
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
GOLDRING FAMILY FOUNDATION 501 (C)(3) COMMON DIRECTORS
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
WOLDENBERG FOUNDATION
 
Employer identification number

72-6022665
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
WOLDENBERG FOUNDATION
 
Employer identification number
72-6022665
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
WILLIAM A GOLDRING
524 METAIRIE ROAD
 
METAIRIE, LA70005

$ 610,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
WOLDENBERG FOUNDATION
 
Employer identification number

72-6022665
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
WOLDENBERG FOUNDATION
 
Employer identification number

72-6022665
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
WOLDENBERG FOUNDATION
EIN:
72-6022665
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 10,502 2,626 0 7,876

TY 2024 AppliedToPriorYearElection
Name:
WOLDENBERG FOUNDATION
EIN:
72-6022665
Election:
2.THE ELECTION TO TREAT A PRIOR DISTRIBUTION OUT OF CORPUS AS A CURRENT DISTRIBUTION OUT OF CORPUS IS MADE BY ATTACHING A STATEMENT TO THE RETURN THE FOUNDATION IS REQUIRED TO FILE UNDER IRC 6033 WITH RESPECT TO THE TAXABLE YEAR FOR WHICH THE ELECTION IS TO APPLY. THE STATEMENT MUST CONTAIN A STATEMENT BY AN APPROPRIATE FOUNDATION MANAGER, WITHIN THE MEANING OF IRC 4946(B)(1), THAT THE FOUNDATION IS MAKING AN ELECTION UNDER THE PROVISIONS OF REG. 53.4942(A) 3(C)(2)(IV), AND THAT THE DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF A PRIOR TAXABLE YEAR(S) WHICH WAS TREATED UNDER REG. 4942(A) 3(D)(1)(III) AS A DISTRIBUTION OUT OF CORPUS. SEE REG. 301.9100 1 WITH REGARD TO AN EXTENSION OF TIME FOR MAKING CERTAIN ELECTIONS.

TY 2024 DistributionFromCorpusElection
Name:
WOLDENBERG FOUNDATION
EIN:
72-6022665
Election:
53.4942(A)-3(D)(2) ELECTION.THE FOUNDATION ELECTS UNDER REG SECTION 53.4942(A)-3(D)(2) TO TREAT THE DISTRIBUTION AS MADE OUT OF THE CORPUS. THE FOUNDATION MANAGER (WITHIN THE MEANING OF SECTION 4946(B)(1)) DECLARES THE FOUNDATION IS MAKING THE ELECTION UNDER THIS SUBPARAGRAPH, AND THE DISTRIBUTION IS BEING MADE OUT OF THE CORPUS.

TY 2024 InvestmentsCorpStockSchedule
Name:
WOLDENBERG FOUNDATION
EIN:
72-6022665
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 14,873,668 19,285,282

TY 2024 InvestmentsOtherSchedule2
Name:
WOLDENBERG FOUNDATION
EIN:
72-6022665
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS AT COST 6,032,835 9,034,875

TY 2024 LegalFeesSchedule
Name:
WOLDENBERG FOUNDATION
EIN:
72-6022665
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 12,844 3,211 0 9,633


TY 2024 OtherDecreasesSchedule
Name:
WOLDENBERG FOUNDATION
EIN:
72-6022665
Description Amount
BOOK/TAX DIFFERENCES ON RECOGNITION OF INVESTMENT INCOME 5,179
NONDEDUCTIBLE EXPENSES 79,439


TY 2024 OtherExpensesSchedule
Name:
WOLDENBERG FOUNDATION
EIN:
72-6022665
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 180 45 0 135
INSURANCE 13,080 3,270 0 9,810
OFFICE EXPENSE 186 47 0 139
INVESTMENT FEES 13,924 13,924 0 0
PASS-THROUGH INVESTMENT EXPENSES FROM K-1 INVESTMENTS 28,085 28,085 0 0
PASS-THROUGH OTHER EXPENSES FROM K-1 INVESTMENTS 40,512 40,512 0 0


TY 2024 OtherIncomeSchedule2
Name:
WOLDENBERG FOUNDATION
EIN:
72-6022665
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INVESTMENT PORTFOLIO 282 282  
PASS-THROUGH FROM K-1 INVESTMENTS 4,305 4,305  
PASS-THROUGH UBTI FROM K-1 INVESTMENTS -154,016   0


TY 2024 ReductionExplanationStatement
Name:
WOLDENBERG FOUNDATION
EIN:
72-6022665
Explanation:
WITHIN THE MEANING OF IRC 4946(B)(1), THE FOUNDATION IS MAKING AN ELECTION UNDER THE PROVISIONS OF REG. 53.4942(A) 3(C)(2)(IV), AND ADDITIONAL $750,000 OF DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF A PRIOR TAXABLE YEAR(S) WHICH WAS TREATED UNDER REG. 4942(A) 3(D)(1)(III) AS A DISTRIBUTION OUT OF CORPUS.

TY 2024 TaxesSchedule
Name:
WOLDENBERG FOUNDATION
EIN:
72-6022665
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT PORTFOLIO FOREIGN TAXES 3,926 3,926 0 0
PASS-THROUGH FOREIGN TAXES FROM K-1 INVESTMENTS 3,475 3,475 0 0