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 12-01-2023 , and ending 11-30-2024
Name of foundation
JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)1 POST OFFICE SQUARE FL 25
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021092115
A Employer identification number

04-3150178
B Telephone number (see instructions)

(617) 482-1776
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$16,999,851J 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 42,936 42,936  
4 Dividends and interest from securities... 190,580 190,580  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 337,297
b Gross sales price for all assets on line 6a 1,405,183
7 Capital gain net income (from Part IV, line 2)... 337,297
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
502,319 477,214  
12 Total. Add lines 1 through 11........ 1,073,132 1,048,027  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,250 2,625 0 2,625
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
119,292 36,446   59,646
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
137,005 8,505   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,498 9,648   3,850
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 275,045 57,224 0 66,121
25 Contributions, gifts, grants paid....... 628,500 628,500
26 Total expenses and disbursements. Add lines 24 and 25 903,545 57,224 0 694,621
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 169,587
b Net investment income (if negative, enter -0-) 990,803
c Adjusted net income (if negative, enter -0-)... 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.............   4,844 4,844
2 Savings and temporary cash investments......... 142,252 150,446 150,446
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,200,600 Click to see attachment
List of Attached Documents:
// Content
1,331,962 		1,304,893
b Investments—corporate stock (attach schedule)....... 2,348,726 Click to see attachment
List of Attached Documents:
// Content
2,290,111 		6,281,585
c Investments—corporate bonds (attach schedule)....... 2,261,871 Click to see attachment
List of Attached Documents:
// Content
2,394,734 		2,312,990
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).......... 430,580 Click to see attachment
List of Attached Documents:
// Content
389,032 		6,945,093
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) 6,384,029 6,561,129 16,999,851
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,384,029 6,561,129
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,384,029 6,561,129
30 Total liabilities and net assets/fund balances (see instructions). 6,384,029 6,561,129
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
6,384,029
2
Enter amount from Part I, line 27a .....................
2
169,587
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
79,456
4
Add lines 1, 2, and 3 ..........................
4
6,633,072
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
71,943
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,561,129
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 150. ADVANCED MICRO DEVICES INC   2011-11-21 2024-01-12
b 500. CARRIER GLOBAL CORP   2022-04-11 2024-01-12
c 500. NEW YORK TIMES CO CL A   2022-07-19 2024-01-12
d 35. NVIDIA CORPORATION   2019-01-25 2024-01-12
e 2675. HALMA PLC   2017-05-10 2024-03-15
1825. HALMA PLC   2017-07-26 2024-03-15
75. ADVANCED MICRO DEVICES INC   2011-11-21 2024-04-08
75000. COMCAST CORP NEW SR GLBL NT DTD 10/05/18   2018-10-02 2024-04-15
400. KERRY GROUP PLC A   2022-10-11 2024-04-17
450. KERRY GROUP PLC A   2017-07-28 2024-04-17
400. KERRY GROUP PLC A   2018-01-22 2024-04-17
100. KERRY GROUP PLC A   2020-04-14 2024-04-17
150. KERRY GROUP PLC A   2019-10-10 2024-04-17
325. ILLUMINA INC   2012-10-05 2024-04-26
725. CVS HEALTH CORPORATION   2008-11-18 2024-05-10
750. CVS HEALTH CORPORATION   2008-01-24 2024-05-10
175. CVS HEALTH CORPORATION   2008-08-14 2024-05-10
650. NIKE INC   2018-01-19 2024-05-24
450. NIKE INC   2018-04-18 2024-05-24
250. NIKE INC   2022-10-10 2024-05-24
150. NIKE INC   2022-07-19 2024-05-24
200. CANADIAN NATIONAL RAILWAY CO COM   2002-11-26 2024-07-15
100. CANADIAN NATIONAL RAILWAY CO COM   2001-10-26 2024-07-15
150. MARKETAXESS HOLDINGS   2014-07-21 2024-07-24
869. NVIDIA CORPORATION   2019-01-25 2024-07-31
250000. UNITED STATES TREAS NTS DTD 08/15/21 0.3   2021-08-30 2024-08-15
250000. ROPER TECHNOLOGIES INC SR GLBL NT DTD 08   2020-01-16 2024-09-16
290. VOLKSWAGEN AG PFD   2023-01-30 2024-10-14
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 21,949   2,719 19,230
b 28,045   21,365 6,680
c 24,482   15,032 9,450
d 19,135   1,384 17,751
e 75,877   38,017 37,860
51,767   26,261 25,506
12,702   1,360 11,342
75,000   74,996 4
33,816   35,312 -1,496
38,043   40,620 -2,577
33,816   43,792 -9,976
8,454   10,985 -2,531
12,681   17,590 -4,909
39,868   16,962 22,906
40,457   20,446 20,011
41,852   27,179 14,673
9,765   6,782 2,983
59,636   43,634 16,002
41,286   30,271 11,015
22,937   21,702 1,235
13,762   16,228 -2,466
24,311   1,321 22,990
12,155   661 11,494
32,762   7,508 25,254
101,474   3,435 98,039
250,000   249,834 166
250,000   252,248 -2,248
29,126   40,072 -10,946
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       19,230
b       6,680
c       9,450
d       17,751
e       37,860
      25,506
      11,342
      4
      -1,496
      -2,577
      -9,976
      -2,531
      -4,909
      22,906
      20,011
      14,673
      2,983
      16,002
      11,015
      1,235
      -2,466
      22,990
      11,494
      25,254
      98,039
      166
      -2,248
      -10,946
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 337,297
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 13,772
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 13,772
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 13,772
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 11,579
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,579
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 2,193
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowMA
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 arrow  
14
The books are in care ofright arrowGOULSTON & STORRS PC Telephone no.right arrow (671) 482-1776

Located atright arrow1 POST OFFICE SQ FL 25BOSTONMA ZIP+4right arrow02109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
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
 
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 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
DONALD L SHULMAN TRUSTT
1 		0    
C/O GOULSTON1 POST OFFICE SQ FL 25
BOSTON,MA02109
ANDREW D ROTHSTEIN TRUSTEE
1 		0    
C/O GOULSTON1 POST OFFICE SQ FL 25
BOSTON,MA02109
JAMIE GOLDEN TRUSTEE
1 		0    
C/O GOULSTON1 POST OFFICE SQ FL 25
BOSTON,MA02109
MICHELLE PORTER TRUSTEEE
1 		0    
C/O GOULSTON1 POST OFFICE SQ FL 25
BOSTON,MA02109
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
GOULSTON & STORRS PC LEGAL & ACCOUNTING 124,543
C/O GOULSTON1 POST OFFICE SQ FL 25
BOSTON,MA02109
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
16,319,205
b
Average of monthly cash balances.......................
1b
572,090
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,891,295
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
16,891,295
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
253,369
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,637,926
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
831,896
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
831,896
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,772
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,772
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
818,124
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
818,124
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
818,124
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
694,621
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
694,621
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 7 818,124
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 621,311
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 694,621
a Applied to 2022, but not more than line 2a 621,311
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..... 73,310
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 .......... 		744,814
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.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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

ANTI DEFAMATION LEAGUE

40 COURT STREET 2
BOSTON,MA02108 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 110,000

BOWDOIN STREET HEALTH CENTER

330 BROOKLINE AVE
BOSTON,MA02215 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 22,000

INNER CITY SCHOLARSHIP FUND-THE
CATHOLIC SCHOOLS FOUNDATION INC
260 FRANKLIN ST STE 630
BOSTON,MA02110 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000

AMERICAN FRIENDS OF MAGEN DAVID
ADOM
20 W 36TH STREET STE 1100
NEW YORK,NY10018 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 30,000

IMPACT ISREAL

200 HIGHLAND AVE STE 301
NEEDHAM,MA02494 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000

THE LENNY ZAKIM FUND

33 ARCH STREET 26TH FLOOR
BOSTON,MA02110 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000

JCRC

126 HIGH STREET
BOSTON,MA02110 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000

BOSTON UNIVERSITY CENTER FOR
PSYCHIATRIC REHABILITATION
940 COMMONWEALTH AVENUE
BOSTON,MA02215 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 15,000

THE VILNA SHUL

18 PHILLIPS STREET
BOSTON,MA02114 		NONE PUBLIC CHARITY SCHOLARSHIP FUND 5,000

WOMEN'S LUNCH PLACE

67 NEWBURY ST
BOSTON,MA02116 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 7,500

JDC

220 E 42ND SUITE-400
NEW YORK,NY10017 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 30,000

THE KENNETH B SCHWARTZ CENTER

100 CAMBRIDGE ST 2100
BOSTON,MA02114 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000

CATHEDRAL HIGH SCHOOL

74 UNION PARK ST
BOSTON,MA02118 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000

JEWISH ARTS COLLABORATIVE

1320 CENTRE ST STE 201
NEWTON CENTRE,MA02459 		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 10,000

ROSIE'S PLACE

889 HARRISON AVE
BOSTON,MA02118 		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 5,000

BOSTON SYMPHONY ORCHESTRA INC

301 MASSACHUSETTS AVENUE
BOSTON,MA02115 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000

COMBINED JEWISH PHILANTHROPIES OF
GREATER BOSTON
126 HIGH STREET
BOSTON,MA02110 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000

BEAVER COUNTRY DAY SCHOOL INC

791 HAMMOND STREET
CHESTNUT HILL,MA02467 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000

GREATER BOSTON LEGAL SERVICES

197 FRIEND STREET
BOSTON,MA02114 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 15,000

BOYS & GIRLS CLUB OF PLYMOUTH INC

9 RESNIK ROAD
PLYMOUTH,MA02361 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000

UNITED WAY OF GREATER PLYMOUTH
COUNTY
934 WEST CHESTNUT ST 2ND FL
BROCKTON,MA02301 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 70,000

JEWISH FAMILY AND CHILDREN SERVICES

1430 MAIN STREET
WALTHAM,MA02451 		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 20,000

OLD COLONY YMCA

320 MAIN STREET
BROCKTON,MA02301 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000

NANTUCKET MARIA MITCHELL ASSOCIATION

4 VESTAL STREET
NANTUCKET,MA02554 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000

BOSTON BALLET

19 CLARENDON STREET
BOSTON,MA02116 		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 7,500

HALEY HOUSE INC (KITCHEN SOUP)

23 DARTMOUTH STREET
BOSTON,MA02116 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000

2LIFE COMMUNITIES

30 WALLINGFORD ROAD
BRIGHTON,MA02135 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000

BLACKSTONE FRANKLIN SQ NEIGHBORHOOD
ASSOCIATION
PO BOX 180940
BOSTON,MA02118 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000

ARTISTS FOR HUMANITY INC

100 WEST SECOND ST
BOSTON,MA02127 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 4,000

NEWTON FOOD PANTRY

1000 COMMONWEALTH AVE
NEWTON,MA02459 		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 7,500

THE ELLIE FUND

200 RESERVOIR ST SUITE 300
NEEDHAM,MA02494 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000

THE CHILDREN'S ROOM

1210 MASSACHUSETTS AVE
ARLINGTON,MA02476 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 15,000

TEMPLE BETH ELOHIM

10 BETHEL ROAD
WELLESLEY,MA02481 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 20,000

SPECIAL OLYMPICS MASSACHUSETTS

512 FOREST STREET
MARLBOROUGH,MA01752 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000

INNERCITY WEIGHTLIFTING

PO BOX 171313
BOSTON,MA02117 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 7,500

HADASSAH NORTHEAST

1320 CENTRE STREET STE 205
NEWTON CENTER,MA02459 		NONE PUBLIC CHARITY GENERAL & UNRESTICTED 2,500

MASSACHUSETTS CHILDREN'S ALLIANCE

14 BEACON ST STE 504
BOSTON,MA02108 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 15,000

URBANITY DANCE

725 HARRISON AVE STE 100
BOSTON,MA02118 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000

UNIVERSITY OF DELAWARE

83 EAST MAIN STREET
NEWARD,DE19716 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000

B'NAI B'RITH INTERNATIONAL

1120 20TH STREET NW STE 300N
WASHINGTON,DC20036 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000

ONE FAMILY INC

423 W BROODWAY 402
BOSTON,MA02127 		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 50,000
Total .................................right arrow 3a 628,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 16,059  
4 Dividends and interest from securities ....     14 217,457  
5 Net rental income or (loss) from real estate:
aDebt-financed property......     16 414,821  
bNot debt-financed property.....     16 62,393  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 25,105  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 337,297  
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) ..   1,073,132  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,073,132
(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:
JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
EIN:
04-3150178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 5,250 2,625   2,625

TY 2023 InvestmentsCorpBondsSchedule
Name:
JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
EIN:
04-3150178
Name of Bond End of Year Book Value End of Year Fair Market Value
75,000 COMCAST CORP NEW SR GLB    
250,000T MOBILE USA INC DTD 05 252,755 250,880
250,000 LOWES COS INC SR GLBL 264,260 247,487
200,000 SYSCO CORP DTD 04/02/2 207,352 210,980
250,000 ROPER TECHNOLOGIES INC    
125,000 BROADRIDGE FINANCIAL D 136,693 122,593
250,000 MCCORMICK & CO DTD 11/ 236,773 247,003
250,000 AMPHENOL CORP SR GLBL 251,490 248,134
250,000 LAB CORP AMER HLDGS 2. 261,790 250,000
250,000 PAYPAL HLDGS INC 2.65% 249,148 242,194
250,000 XYLEM INC SR GLBL 3.2 259,230 243,855
250,000 ZOETIS INC SR GLBL 4.5 275,243 249,864

TY 2023 InvestmentsCorpStockSchedule
Name:
JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
EIN:
04-3150178
Name of Stock End of Year Book Value End of Year Fair Market Value
145 VERTEX PHARMACEUTICALS INC 60,546 67,879
825 PROCTER & GAMBLE CO COM 43,797 147,890
425 AUTOMATIC DATA PROCESSING 17,480 130,445
540 FISERV INC COM 31,681 119,318
1,400 ABBOTT LABS COM 57,982 166,278
325 ILLUMINA INC    
900 JOHNSON & JOHNSON COM 28,680 139,509
1200 ALPHABET INC CLASS C 34,038 204,588
900 ANALOG DEVICES INC COM 15,860 196,245
1,000 APPLE COMPUTER IN COM 3,732 237,330
360 MICROSOFT CORP COM 77,445 152,446
3,381 NVIDIA CORP 13,365 467,423
1,000 VERALTO CORP COMMON 79,670 108,190
1,000 CANADIAN NATIONAL RAILWA 6,607 111,690
4,500 HALMA PLC    
1,500 KERRY GROUP PLC A    
865 MCCORMICK & CO COM NON VOT 62,511 67,825
400 L'OREAL 90,328 138,838
1,400 NESTLE S A S/ADR 36,336 121,492
1,550 NOVARTIS AG ADR 70,968 163,944
2,000 NOVOZYMES A/S B SHS 7,691 117,170
2,500 UNILEVER PLC SPONSORED A 114,233 149,600
1,300 APTAR GROUP INC 26,184 224,848
3,500 CARRIER GLOBAL CORP 91,907 270,795
650 ROCKWELL AUTOMATION INC 72,580 191,841
1,000 WASTE MGMT INC 48,052 228,220
1,450 XYLEM INC 39,346 183,788
500 BECTON DICKINSON & CO COM 112,864 110,950
575 DANAHER CORP 34,929 137,822
575 STRYKER CORP COM 79,806 225,486
150 MARKETAXESS HOLDINGS    
500 MASTERCARD INC 10,565 266,470
1,250 CROWN HOLDINGS INC 104,407 115,113
4,500 NEW YORK TIMES CO CL A 113,608 244,170
1,650 CVS HEALTH CORP    
2,500 AMPHENOL CORP CL A 72,709 181,625
900 TJX COS INC NEW COM 75,831 113,121
1,500 NIKE INC    
1,750 MEDTRONIC INC 176,452 151,445
290 VOLKSWAGEN AG PFD    
900 INTERNATIONAL BUSINESS MAC 115,101 204,669
850 SCHNEIDER ELECTRIC SA ORD 126,889 218,590
375 ADVANCED MICRO DEVICES INC 6,798 51,441
1,420 RELX PLC SPON ADR 62,454 66,854
1,605 UL SOLUTIONS INC CLASS A 66,679 86,237

TY 2023 InvestmentsGovtObligationsSch
Name:
JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
EIN:
04-3150178
US Government Securities - End of Year Book Value:

1,331,962
US Government Securities - End of Year Fair Market Value:

1,304,893
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
EIN:
04-3150178
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
34.4975 INTERST IN STANDISH PL AT COST   4,933,143
50% INTEREST IN ALDEN REALTY L AT COST 104,101 191,750
50% INTEREST IN BRIGGS REALTY AT COST 276,391 1,820,000
PRESIDENT COUNTRY CLUB INC BON AT COST 1,040 100
PRESIDENT COUNTRY CLUB INC MEM AT COST 7,500 100

TY 2023 OtherDecreasesSchedule
Name:
JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
EIN:
04-3150178
Description Amount
VARIANCE BETW DISTR REC'D PER K-1 & FY 68,064
ROUNDING 6
ACCRUED INTEREST C/O 11/30/2025 3,873


TY 2023 OtherExpensesSchedule
Name:
JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
EIN:
04-3150178
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR PASSTRHOUGH FEES 78 78   0
FROM STANDISH PARTNERSHIP 9,570 9,570   0
2022 FORM PC FILING FEES 250 0   250
APPRAISAL FEE-379 COMMONWEALTH 2,400 0   2,400
APPRAISAL FEE-MAP 17 LOT 59 1,200 0   1,200


TY 2023 OtherIncomeSchedule2
Name:
JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
EIN:
04-3150178
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 25,105 0  
ALDEN REALTY LLC -17,865 -17,865  
BRIGGS REALTY 80,258 80,258  
STANDISH/PLYMOUTH REALTY ASSOCIATES 414,821 414,821  


TY 2023 OtherIncreasesSchedule
Name:
JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
EIN:
04-3150178
Description Amount
ADJ TO BASIS STANDISH 9,456
REVERSAL FOR PRIOR PERIOD 70,000


TY 2023 OtherProfessionalFeesSchedule
Name:
JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
EIN:
04-3150178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUSTEE FEES 119,292 59,646   59,646
TRUSTEES FEES ALLOCATED TO FOR   -23,200    


TY 2023 TaxesSchedule
Name:
JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
EIN:
04-3150178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 8,505 8,505   0
OTHER TAXES (NOT SUBJECT TO $1 40,000 0   0
FEDERAL TAX PAYMENT - PRIOR YE 88,500 0   0