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
RICHARD W GOLDMAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1828 L ST NW ST 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20036
A Employer identification number

45-1261400
B Telephone number (see instructions)

(202) 595-1020
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$83,442,755
J Accounting method:
modified cash
(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 39,113 39,113  
4 Dividends and interest from securities... 556,052 1,203,927  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,812,422
b Gross sales price for all assets on line 6a 22,584,884
7 Capital gain net income (from Part IV, line 2)... 3,334,299
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)....... 509,110 130,923  
12 Total. Add lines 1 through 11........ 2,916,697 4,708,262  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 34,150 0   23,010
c Other professional fees (attach schedule).... 550,564 330,218   213,590
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 78,191 16,880   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 836,387 725,224   9,630
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,499,292 1,072,322   246,230
25 Contributions, gifts, grants paid....... 3,945,000 3,945,000
26 Total expenses and disbursements. Add lines 24 and 25 5,444,292 1,072,322   4,191,230
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,527,595
b Net investment income (if negative, enter -0-) 3,635,940
c Adjusted net income (if negative, enter -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............. 289,311 520,528 520,528
2 Savings and temporary cash investments......... 576,055 273,692 273,692
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,314 2,314 2,314
10a Investments—U.S. and state government obligations (attach schedule) 282,711 Click to see attachment
List of Attached Documents:
// Content
819,382
819,382
b Investments—corporate stock (attach schedule)....... 20,045,217 Click to see attachment
List of Attached Documents:
// Content
26,713,512
26,713,512
c Investments—corporate bonds (attach schedule)....... 367,611 Click to see attachment
List of Attached Documents:
// Content
1,165,492
1,165,492
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).......... 51,182,572 Click to see attachment
List of Attached Documents:
// Content
53,572,749
53,572,749
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
7,708,343
Click to see attachment
List of Attached Documents:
// Content
375,086
Click to see attachment
List of Attached Documents:
// Content
375,086
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 80,454,134 83,442,755 83,442,755
Liabilities 17 Accounts payable and accrued expenses.......... 95,000 101,756
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)......... 95,000 101,756
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........... 80,359,134 83,340,999
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 80,359,134 83,340,999
30 Total liabilities and net assets/fund balances (see instructions). 80,454,134 83,442,755
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
80,359,134
2
Enter amount from Part I, line 27a .....................
2
-2,527,595
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,509,460
4
Add lines 1, 2, and 3 ..........................
4
83,340,999
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
83,340,999
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 SALE OF PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS THROUGH K-1S NET OF UBTI P    
c CAPITAL GAINS THROUGH K-1S UBTI P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 20,526,941   18,982,552 1,544,389
b 1,789,910     1,789,910
c 268,033   268,033 0
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,544,389
b       1,789,910
c       0
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 3,334,299
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 50,540
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 50,540
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 50,540
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 41,829
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,750
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 72,579
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 367
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 21,672
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow21,672 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
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 arrowDC, DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.RWGFF.ORG
14
The books are in care ofright arrowARABELLA ADVISORS LLC Telephone no.right arrow (202) 595-1020

Located atright arrow1828 L ST NW SUITE 400WASHINGTONDC ZIP+4right arrow20036
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
 
No
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
 
 
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
ALICE GOLDMAN REITER PRESIDENT
1.00
0 0 0
1828 L STREET NW SUITE 400
WASHINGTON,DC20036
DANIEL S GOLDMAN SECRETARY & TREASURER
1.00
0 0 0
1828 L STREET NW SUITE 400
WASHINGTON,DC20036
SERRA FALK GOLDMAN BOARD MEMBER
1.00
0 0 0
1828 L STREET NW SUITE 400
WASHINGTON,DC20036
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
BBR PARTNERS LLC INVESTMENT ADVISORS 330,218
140 E 45TH STREET 26TH FLOOR
NEW YORK,NY10017
ARABELLA ADVISORS LLC GRANT MAKING & CONSULTING 213,590
1828 L ST NW SUITE 400
WASHINGTON,DC20036
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
24,696,963
b
Average of monthly cash balances.......................
1b
829,793
c
Fair market value of all other assets (see instructions)................
1c
52,377,661
d
Total (add lines 1a, b, and c).........................
1d
77,904,417
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
77,904,417
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,168,566
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
76,735,851
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,836,793
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
3,836,793
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
50,540
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
9,336
c
Add lines 2a and 2b............................
2c
59,876
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,776,917
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,776,917
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
3,776,917
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
4,191,230
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
4,191,230
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 3,776,917
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,623,181
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,191,230
a Applied to 2023, but not more than line 2a 1,623,181
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 2024 distributable amount..... 2,568,049
e Remaining amount distributed out of corpus 0
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 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 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 ..........
1,208,868
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) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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 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 (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

ALLIANCE FOR EARLY SUCCESS

PO BOX 3882
WASHINGTON,DC20027
  PC GENERAL OPERATING SUPPORT ($150,000) & GENERAL OPERATING SUPPORT FOR CHILDCARE NEXT ($300,000) 450,000

BRIGHTER BEGINNINGS

2727 MACDONALD AVE
RICHMOND,CA94804
  PC GENERAL OPERATING SUPPORT 50,000

CENTER FOR LAW AND SOCIAL POLICY

1310 L STREET NW SUITE 900
WASHINGTON,DC20005
  PC SUPPORT FOR FAMILY-FRIENDLY IMMIGRATION POLICY ADVOCACY 150,000

CENTER FOR THE STUDY OF SOCIAL POLICY

1575 EYE STREET NW SUITE 500
WASHINGTON,DC20005
  PC GENERAL OPERATING SUPPORT FOR CSSP'S EARLY CHILDHOOD PORTFOLIO 100,000

CHILD CARE AWARE OF AMERICA

1515 NORTH COURTHOUSE ROAD
ARLINGTON,VA22201
  PC SUPPORT FOR STATE ADVOCACY EFFORTS 100,000

CHILDREN'S COUNCIL OF SAN FRANCISCO

445 CHURCH STREET
SAN FRANCISCO,CA94114
  PC SUPPORT FAMILY, FRIENDS, AND NEIGHBORS PILOT 50,000

CHILD TRENDS

7315 WISCONSIN AVE SUITE 1200W
BETHESDA,MD20814
  PC TO SUPPORT STATA DATA SYSTEMS WORK 100,000

FAMILY VALUES WORK

207 E BUFFALO STREET SUITE 501
MILWAUKEE,WI53202
  PC SUPPORT FOR STATE ADVOCACY EFFORTS 100,000

LIFT

999 NORTH CAPITOL STREET NE SUITE
310
WASHINGTON,DC20002
  PC GENERAL OPERATING SUPPORT FOR LIFT-NY 100,000

MATERNAL MENTAL HEALTH LEADERSHIP ALLIANCE

3062 NORTH QUINCY STREET
ARLINGTON,VA22207
  PC SUPPORT SCREENING PROJECT AND EDUCATIONAL SERIES 100,000

MIGRATION POLICY INSTITUTE

1275 K STREET NW SUITE 800
WASHINGTON,DC20005
  PC SUPPORT FOR IMMIGRANT AND DLL FAMILIES 50,000

MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST

2000 WESTCHESTER AVE 2ND FLOOR
PURCHASE,NY10577
  PC THE CONNECTICUT STREET FOUNDATION DAF 415,000

NEW VENTURE FUND

1828 L STREET NW SUITE 300A
WASHINGTON,DC20036
  PC GENERAL OPERATING SUPPORT FOR EARLY EDGE CALIFORNIA 100,000

PARENTCHILD

242 WEST 30TH STREET SUITE 1100
NEW YORK,NY10001
  PC GENERAL OPERATING SUPPORT 200,000

PROSPERITY NOW

1200 G STREET NW SUITE 800
WASHINGTON,DC20005
  PC GENERAL OPERATING SUPPORT 100,000

ROBIN HOOD FOUNDATION

826 BROADWAY 9TH FLOOR
NEW YORK,NY10003
  PC GENERAL SUPPORT FOR THE MOMS PROGRAM 150,000

SCHWAB CHARITABLE FUND

111 WALL STREET
NEW YORK,NY10005
  PC ALICE AND BEN REITER CHARITABLE FUND 415,000

SCHWAB CHARITABLE FUND

111 WALL STREET
NEW YORK,NY10005
  PC DANIEL AND CORINNE GOLDMAN CHARITABLE FUND 415,000

SEATTLE FOUNDATION

1601 FIFTH AVENUE SUITE 1900
SEATTLE,WA98101
  PC TO SUPPORT THE MATERNAL MENTAL HEALTH EQUITY FUND 75,000

SPRINGBOARD TO OPPORTUNITIES

518 E CAPITOL STREET
JACKSON,MS39201
  PC TO SUPPORT THE MAGNOLA MOTHERS TRUST 100,000

START EARLY

33 WEST MONROE STREET SUITE 2400
CHICAGO,IL60603
  PC SUPPORT EDUCARE LEARNING NETWORK, ESSENTIALS OF HOME VISITING, AND THE FIRST FIVE YEARS FUND 300,000

THIRD SECTOR NEW ENGLAND

89 SOUTH STREET SUITE 700
BOSTON,MA21117
  PC GENERAL OPERATING SUPPORT FOR RAISING CHILD CARE FUND UNDER THE EARLY CHILDHOOD FUNDER'S COLLABORATIVE 225,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088
  PC GENERAL OPERATING SUPPORT FOR ABRIENDO PUERTAS 100,000
Total .................................right arrow 3a 3,945,000
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 ...........
    14 39,113  
4 Dividends and interest from securities .... 901101 53,384 14 502,668  
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 ..... 901101 504,510 14 4,600  
8 Gain or (loss) from sales of assets other than
inventory ............
901101 268,033 18 1,544,389  
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) .. 825,927 2,090,770 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,916,697
(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 (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
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

TY 2024 AccountingFeesSchedule
Name:
RICHARD W GOLDMAN FAMILY FOUNDATION
EIN:
45-1261400
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 34,150 0   23,010

TY 2024 InvestmentsCorpBondsSchedule
Name:
RICHARD W GOLDMAN FAMILY FOUNDATION
EIN:
45-1261400
Name of Bond End of Year Book Value End of Year Fair Market Value
ALABAMA PWR CO 5.500% DUE 03-15-41 4,892 4,892
ALLSTATE CORP 4.500% DUE 06-15-43 2,552 2,552
ALLSTATE CORP 5.250% DUE 03-30-33 1,989 1,989
ANHEUSER-BUSCH INBEV WLDW INC 6.375% DUE 01-15-40 12,863 12,863
AON CORP / AON GLOB 5% DUE 09-12-32 9,843 9,843
AON CORP 5% DUE 09-12-32 4,921 4,921
ARCHER-DNIELS-M STEP DUE 03-01-41 9,927 9,927
AT&T INC 4.25% DUE 03-01-27 29,060 29,060
AXA FINANCIAL, INCL 7% DUE 04-01-28 26,381 26,381
BALTIMORE GAS & ELEC CO (ANGLESEA FUNDING) 3.2% DUE 09-15-49 6,653 6,653
BANK5 2024-5YR10 4.83% DUE 10-15-57 25,018 25,018
BECTON DICKINSON & CO 1.957% DUE 02-11-31 16,592 16,592
BELL TEL CO CDA-BELL 3.650% DUE 03-17-51 4,146 4,146
BK OF AMERICA CORP 2.972% DUE 02-04-33 7,739 7,739
BK OF AMERICA CORP VAR DUE 02-04-33 9,458 9,458
BRISTOL MYERS SQUIBB CO 5.875% DUE 11-15-36 3,104 3,104
BROADCOM INC 4.750% DUE 04-15-29 26,790 26,790
CAMPBELL SOUP CO 3.125% DUE 04-24-50 1,925 1,925
CAPITAL ONE FINANCIAL CORP 5.817% DUE 02-01-34 2,007 2,007
CAPITAL ONE FINL CORP VAR DUE 02-01-34 7,787 7,787
CAPITAL ONE FINL CORP VAR DUE 03-01-30 11,076 11,076
CAROLINA PWR & LT CO (PROGRESS ENERGY) 4.1% 8,190 8,190
CHEVRON CORP NEW 2.978% DUE 05-11-40 1,483 1,483
CHUBB INA HOLDINGS INC 6.700% DUE 05-15-36 5,510 5,510
CITIGROUP INC 6.625% DUE 01-15-28 7,347 7,347
CITIGROUP INC VAR DUE 03-17-33 13,479 13,479
COMCAST CORP 2.45% DUE 08-15-52 5,421 5,421
CONSOLIDATED EDISON CO N Y INC 5.5% DUE 12-01-39 12,917 12,917
CSX CORP 6.150% DUE 05-01-37 2,120 2,120
CVS HEALTH CORP 4.3% DUE 03-25-28 24,202 24,202
DISNEY WALT CO 7.625% DUE 11-30-28 22,042 22,042
DOVER CORP 6.65% DUE 06-01-28 20,923 20,923
EATON CORP PLC 4.35% DUE 05-18-28 34,679 34,679
EMERSON ELECTRIC 2.75% DUE 10-15-50 8,108 8,108
ENTERPRISE PRODS OPER LLC 5.1% DUE 02-15-45 7,349 7,349
EOG RES INC 4.950% DUE 04-15-50 2,660 2,660
ERP OPER LTD PARTNERSHIP 3.000% DUE 07-01-29 6,516 6,516
EXXON MOBIL CORP 3.567% DUE 03-06-45 2,256 2,256
FISERV INC 4.4% DUE 07-01-49 4,098 4,098
FLORIDA PWR & LT CO 5.400% DUE 09-01-35 1,975 1,975
GENUINE PARTS CO 2.75% DUE 02-01-32 12,629 12,629
HARTFORD FINL SVCS GROUP INC 2.8% DUE 08-19-29 13,671 13,671
JOHN DEERE CAPITAL CORPORATION 5.05% DUE 06-12-34 4,970 4,970
JPMORGAN CHASE & CO VAR DUE 01-23-29 33,445 33,445
KRAFT HEINZ FOODS CO 4.875% DUE 10-01-49 5,145 5,145
LOCKHEED MARTIN CORP 5.2% DUE 02-15-55 9,431 9,431
LOWES COS INC 2.625% DUE 04-01-31 13,033 13,033
MARKEL CORP 3.350% DUE 09-17-29 1,861 1,861
MARKEL CORP 5% DUE 03-30-43 4,395 4,395
MARRIOTT INTL INC 4.9% DUE 04-15-29 24,930 24,930
MCKESSON CORP 5.1% DUE 07-15-33 9,918 9,918
METLIFE INC 4.050% DUE 03-01-45 2,398 2,398
MONDELEZ INTL INC 7% DUE 08-11-37 5,500 5,500
MORGAN STAN CAP I 2015-UBS8 3.540% DUE 12-17-48 36,845 36,845
MORGAN STAN CAP I 2016-UBS11 2.782% DUE 08-17-49 24,030 24,030
MORGAN STANLEY 1.794% DUE 02-13-32 5,716 5,716
MORGAN STANLEY 3.772% DUE 01-24-29 4,819 4,819
MORGAN STANLEY VAR DUE 02-13-32 8,165 8,165
NEW JERSEY STATE TURNPIKE AUTHORITY 7.102% DUE 01-01-41 11,168 11,168
NORFOLK SOUTHERN CORP 5.64% DUE 05-17-29 20,484 20,484
NUTRIEN LTD 5.8% DUE 03-27-53 5,910 5,910
ONEOK INC NEW 3.95% 3,630 3,630
ORACLE CORP 2.650% DUE 07-15-26 2,909 2,909
ORACLE CORP 3.600% DUE 04-01-50 1,391 1,391
PFIZER INVT ENTERPRISES 5.3% DUE 05-19-53 4,689 4,689
PNC FINL SVCS GROUP INC VAR DUE 10-28-33 15,513 15,513
PRUDENTIAL FINL INC 5.4% DUE 06-13-35 14,847 14,847
QUALCOMM INC 4.3% DUE 05-20-47 8,267 8,267
RTX CORP 5.4% DUE 05-01-35 9,002 9,002
SCHLUMBERGER INVT SA 4.850% DUE 05-15-33 4,878 4,878
SCHWAB CHARLES CORP VAR DUE 08-24-34 15,704 15,704
SYSCO CORP 4.45% DUE 03-15-48 4,070 4,070
SYSCO CORP 5.950% DUE 04-01-30 2,083 2,083
T MOBILE USA INC 4.375% DUE 04-15-40 12,951 12,951
TAMPA ELEC CO 6.150% DUE 05-15-37 5,174 5,174
TARGA RES PARTNERS / TARGA RES 5.5% DUE 03-01-30 30,060 30,060
THE CHARLES SCHWAB CORPORATION 3.250% DUE 05-22-29 1,865 1,865
TORONTO DOMINION BANK 3.2% DUE 03-10-32 17,477 17,477
TOYOTA MTR CR CORP 5.45% DUE 11-10-27 35,791 35,791
TRAVELERS COS INC/THE 6.250% DUE 06-15-37 3,214 3,214
TRUIST FINANCIAL CORP 6.123% DUE 10-28-33 9,314 9,314
UNITED PARCEL SVC AMER INC SE STEP DUE 04-01-30 28,047 28,047
US BANCORP 5.850% DUE 10-21-33 7,140 7,140
US BANCORP SE DUE 04-01-30 13,261 13,261
VALERO ENERGY CORP 6.625% DUE 06-15-37 3,147 3,147
VERIZON COMMUNICATIONS INC 4.4% DUE 11-01-34 9,266 9,266
VIRGINIA ELEC & PWR CO 2.4% DUE 11-01-34 16,792 16,792
WASTE MGMT INC DEL COM 120,670 120,670
WELLS FARGO & CO 4.897% DUE 07-25-33 6,763 6,763
WELLS FARGO & CO VAR DUE 07-25-33 17,391 17,391
WELLS FARGO COML TR 2015-C29 3.637% DUE 06-17-48 44,659 44,659
WESTLAKE CHEM CORP 3.6% 1,740 1,740
WILLIAMS COS INC 2.6% DUE 03-15-31 17,242 17,242
WYETH 5.950% DUE 04-01-37 2,084 2,084

TY 2024 InvestmentsCorpStockSchedule
Name:
RICHARD W GOLDMAN FAMILY FOUNDATION
EIN:
45-1261400
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 168,421 168,421
ABBVIE INC 33,408 33,408
ACCENTURE PLC 155,491 155,491
ACUITY BRANDS INC COM 37,977 37,977
ADIDAS AG ADR 150,751 150,751
ADOBE SYS INC COM 62,255 62,255
ADVANCED DRAINAGE SYSTEMSINC 62,077 62,077
ADVANCED MICRO DEVICES 83,345 83,345
AECOM TECHNOLOGY CORP 43,262 43,262
AIR PRODS & CHEMS INC COM 22,043 22,043
ALPHABET INC CL A 222,428 222,428
ALPHABET INC CL C 177,871 177,871
ALTRIA GROUP INC 4.800% DUE 02-14-29 19,786 19,786
AMADEUS IT HOLDING SA 108,279 108,279
AMAZON COM INC COM 495,383 495,383
AMERICAN EXPRESS 8.15% DUE 03-19-38 12,390 12,390
AMERICAN EXPRESS CO COM 43,628 43,628
AMETEK INC NEW COM 361,241 361,241
AMGEN INC 4.200% DUE 02-22-52 2,298 2,298
AMPHENOL CORP NEW CL A 255,854 255,854
AON PLC SHS CL A 281,581 281,581
APPLE INC 1,020,712 1,020,712
ARCH CAPITAL GROUP LTD 91,704 91,704
ARCHER DANIELS MIDLAND COM 33,495 33,495
ASML HOLDING NV - NY SHS 146,933 146,933
AT&T INC 23 23
AUTODESK INC COM 97,834 97,834
BANK AMER CORP 162,000 162,000
BANK OF NEW YORK MELLON CORP 77,368 77,368
BLACKROCK STRATEGIC INCOME OPPS INSTL 646,919 646,919
BOOKING HLDGS INC COM 362,695 362,695
BRANDYWINE RLTY TR SH BEN INT NEW 45,321 45,321
BROADCOM INC. 286,091 286,091
BROWN & BROWN INC COM 59,682 59,682
BUNZL PLC 81,711 81,711
CANADIAN PACIFIC KANSAS CITY ORD SHS 258,071 258,071
CHEVRON TEXACO CORP 207,701 207,701
CIGNA CORP 40,040 40,040
CITIGROUP INC 12,952 12,952
CLOROX CO DEL COM 35,893 35,893
COCA COLA CO 137,470 137,470
COGNIZANT TECH SOLUTNS CL A 6,383 6,383
COLGATE PALMOLIVE CO COM 131,183 131,183
CONOCOPHILLIPS COM 94,311 94,311
COPART INC COM 630,429 630,429
COSTAR GROUP INC COM 202,528 202,528
COUSINS PROPERTIES INCORPORATED 184,606 184,606
DANAHER CORP DEL COM 119,136 119,136
DARLING INTL INC COM 235,897 235,897
DASSAULT SYS S A SPONSORED ADR 89,234 89,234
DECKERS OUTDOOR CORP COM 33,713 33,713
DELL TECHNOLOGIES INC 38,605 38,605
DESCARTES SYSTEMS GROUP ORD SHS 78,725 78,725
DIGITAL RLTY TR INC COM 286,920 286,920
DOUGLAS EMMETT INC COM 13,400 13,400
EASTMAN CHEM CO COM 37,441 37,441
EBAY INC COM 18,647 18,647
ECOLAB INC COM 257,752 257,752
EDISON INTL COM 263,073 263,073
ELI LILLY & CO 179,876 179,876
ENPHASE ENERGY, INC. 33,928 33,928
EOG RES INC COM 29,297 29,297
EQUINIX INC COM 18,858 18,858
EVOLUTION GAMING GROUP AB ADR 96,524 96,524
EXPERIAN PLC 90,459 90,459
FAIR ISAAC CORP COM 31,855 31,855
FASTENAL CO COM 268,152 268,152
FIRST SOLAR INC COM 75,783 75,783
GEN DIGITAL INC. 356 356
GENERAL MOTORS COM 2,397 2,397
GILEAD SCIENCES INC COM 28,080 28,080
GLOBANT SA 100,992 100,992
GOLDMAN SACHS GROUP INC VAR DUE 02-24-33 17,159 17,159
GRACO INC COM 410,914 410,914
HARTFORD FINL SVCS COM 201,405 201,405
HDFC BANK LTD ADR REPS 3 SHS 162,588 162,588
HEICO CORP NEW CL A 668,399 668,399
HEWLETT PACKARD ENTERPRISE CO 24,851 24,851
HILTON WORLDWIDE HOLDINGS INC 62,779 62,779
HINGHAM INSTITUTION FOR SAVINGS 177,898 177,898
ICON PLC 168,187 168,187
IDEX CORP COM 185,431 185,431
IDEXX LABS INC COM 121,965 121,965
INTEL CORP 55,158 55,158
ISHARES TR MBS FIXED BDFD 554,664 554,664
JOHNSON & JOHNSON 367,479 367,479
JP MORGAN CHASE & CO 135,436 135,436
JUNIPER NETWORKS INC COM 110,702 110,702
KB HOME COM 149,316 149,316
KILROY RLTY CORP COM 14,967 14,967
KIMBERLY CLARK CORP COM 30,270 30,270
KINSALE CAPITAL GROUP, INC 196,750 196,750
KROGER CO COM 28,007 28,007
LANDSTAR SYSTEMS INC 205,888 205,888
LINCOLN NATL CORP IND 3.400% DUE 03-01-32 4,377 4,377
LINDE PLC SHS 428,718 428,718
MARRIOTT INTL INC NEW CL A 128,033 128,033
MASTERCARD INC CL A 274,870 274,870
MEDTRONIC PLC 192,032 192,032
MERCADOLIBRE INC 139,436 139,436
MERCK & CO., INC. 156,482 156,482
META PLATFORMS INC CL A 300,952 300,952
METLIFE INC COM 25,710 25,710
MICROSOFT CORP 1,047,849 1,047,849
MONDAY COM LTD SHS 34,139 34,139
MONDELEZ INTERNATIONAL INC 32,433 32,433
MOODYS CORP COM 317,158 317,158
MSCI INC. 231,004 231,004
NETFLIX COM INC COM 57,044 57,044
NEXTRACKER INC CLASS A COM 35,434 35,434
NOVO-NORDISK A S ADR 91,525 91,525
NU HOLDINGS ORD SHS CLASS A 58,130 58,130
NVIDIA CORP COM 1,014,695 1,014,695
NVR INC COM 253,546 253,546
OLD DOMINION FREIGHT LINE 456,700 456,700
OMNICOM GROUP INC COM 102,043 102,043
ON HLDG AG NAMEN AKT A 40,146 40,146
ORGANON ORD SHS 15 15
ORMAT TECHNOLOGIES INC COM 200,180 200,180
OVINTIV INC COM 5,022 5,022
OWENS CORNING NEW COM 198,082 198,082
PARAMOUNT GROUP INC 19,528 19,528
PRIMERICA INC 341,989 341,989
PRUDENTIAL FINL INC COM 98,617 98,617
QUALCOMM INC 51,616 51,616
RBC BEARINGS INCORPORATED 396,361 396,361
RIVIAN AUTOMOTIVE INC COM CL A 6,730 6,730
RLI CORP COM 395,592 395,592
S&P GLOBAL INC. 160,366 160,366
SALESFORCE COM INC COM 263,452 263,452
SAP AKTIENGESELLSCHAFT (SPON ADR) 407,478 407,478
SCHNEIDER ELECTRIC SA 91,933 91,933
SERVICENOW INC 116,613 116,613
SHERWIN WILLIAMS CO COM 159,767 159,767
SHOPIFY INC. 202,984 202,984
SIEMENS HEALTHINEERS AG 182,592 182,592
SIMPSON MFG CO INC COM 140,790 140,790
SNAP ON INC 4.100% DUE 03-01-48 2,404 2,404
SOLAREDGE TECHNOLOGIES INC 3,550 3,550
SPOTIFY TECHNOLOGY S.A. 72,028 72,028
STARBUCKS CORP COM 32,120 32,120
STATE STR CORP COM 79,600 79,600
SUNRUN INC COM 8,242 8,242
SYLVAMO CORP COMMON STOCK 79 79
TELEDYNE TECHNOLOGIES COM 417,717 417,717
TELEPERFORMANCE SE 96,894 96,894
TESLA MOTORS INC 354,572 354,572
THE SAGE GROUP PLC 280,819 280,819
TJX COS INC NEW COM 67,895 67,895
TOKYO ELECTRON LTD ADR 78,434 78,434
TYLER TECHNOLOGIES INC COM 302,736 302,736
UNILEVER PLC SPON ADR NEW 45,360 45,360
UNION PAC CORP COM 122,457 122,457
UNITED HEALTH GROUP INC COM 60,197 60,197
VEEVA SYSTEMS INC 412,931 412,931
VERALTO ORD SHS 204 204
VERISK ANALYTICS INC CL A 165,809 165,809
VERIZON COMMUNICATIONS COM 55,586 55,586
VIATRIS INC COM 25 25
VISA INC COM CL A 217,119 217,119
VORNADO RLTY TR SH BEN INT 12,402 12,402
WALMART INC. 30,719 30,719
WALT DISNEY CO 111 111
WARNER BROS DISCOVERY INC COM SER A 21 21
WILLIS TOWERS WATSON PLC LTD SHS 113,080 113,080
WILLSCOT MOBILE MINI HOLDINGS CORP 29,202 29,202
WR BERKLEY CORP 193,116 193,116
XCEL ENERGY INC COM 58,472 58,472
XYLEM INC COM 204,311 204,311

TY 2024 InvestmentsGovtObligationsSch
Name:
RICHARD W GOLDMAN FAMILY FOUNDATION
EIN:
45-1261400
US Government Securities - End of Year Book Value:

819,382
US Government Securities - End of Year Fair Market Value:

819,382
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
RICHARD W GOLDMAN FAMILY FOUNDATION
EIN:
45-1261400
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ANGELENO GLOBAL EQUITIES, LP FMV 1,430,876 1,430,876
ANGELENO INVESTORS IV, LP FMV 89,304 89,304
BBR ABSOLUTE RETURN LONG DURATION II LP FMV 481,849 481,849
BBR ABSOLUTE RETURN LONG DURATION III, LP FMV 807,952 807,952
BBR ABSOLUTE RETURN LONG DURATION IV, LP FMV 326,432 326,432
BBR ABSOLUTE RETURN LONG DURATION LP FMV 605,850 605,850
BBR ABSOLUTE RETURN LTD FMV 5,413,979 5,413,979
BBR ABSOLUTE RETURN LONG DURATION FUND 2023 LP FMV 169,387 169,387
BBR ABSOLUTE RETURN LONG DURATION FUND 2024 LP FMV 245,000 245,000
BBR EQUITY LONG/SHORT LTD FMV 14,306,923 14,306,923
BBR FIXED INCOME OPPORTUNITIES FUND, LP FMV 2,395,105 2,395,105
BBR PRIVATE EQUITY FUND 2023, LLC FMV 240,206 240,206
BBR PRIVATE EQUITY FUND 2024, LLC FMV 100,000 100,000
BBR PRIVATE INVESTMENT FUND - SERIES H FMV 2,127,256 2,127,256
BBR PRIVATE INVESTMENT FUND - SERIES I FMV 2,856,330 2,856,330
BBR PRIVATE INVESTMENT FUND - SERIES J FMV 4,320,833 4,320,833
BBR PRIVATE INVESTMENT FUND - SERIES K FMV 1,064,621 1,064,621
BBR PRIVATE INVESTMENT FUND - SERIES L FMV 612,747 612,747
BBR REAL ASSETS FUND 2023, LLC FMV 318,157 318,157
BBR REAL ASSETS FUND 2024, LLC FMV 84,375 84,375
BBR REAL ASSETS FUND III LP FMV 1,222,099 1,222,099
BBR REAL ASSETS FUND IV LP FMV 1,935,721 1,935,721
BBR REAL ASSETS FUND V LP FMV 2,288,976 2,288,976
BBR REAL ASSETS FUND VI LP FMV 876,274 876,274
BBR REAL ASSETS FUND VII LP FMV 748,309 748,309
BBR SELECT OPPORTUNITIES - SUSTAINABLE EQUITIES LP FMV 3,483,806 3,483,806
CARE INVESTMENT PARTNERS, LP FMV 250,025 250,025
COMMUNITY HEALTH CENTER CAPITAL FUND FMV 250,000 250,000
COMMUNITY HEALTH CENTER CAPITAL FUND II FMV 250,000 250,000
COMMUNITY OUTCOMES FUND II LP FMV 39,304 39,304
CPCA VENTURES FMV 43,660 43,660
ENABLE VENTURES FUND I, LP FMV 142,885 142,885
FIRST CHILDREN'S FINANCE FMV 250,000 250,000
GUARDIANS COLLECTIVE FMV 75,000 75,000
IFF INVESTMENTS FMV 500,000 500,000
KAPOR CAPITAL III, L.P FMV 147,647 147,647
MDF FREEDOM 100 FMV 100,000 100,000
NEW MARKETS EDUCATION PARTNERS III, LP FMV 124,031 124,031
REACH II, LP FMV 812,630 812,630
REACH III, LP FMV 283,742 283,742
RETHINK EDUCATION III LP FMV 264,075 264,075
RH CAPITAL FUND II FMV 330,503 330,503
T-BILL ETF FMV 821,599 821,599
SUSTAIN VC IMPACT FUND II FMV 335,281 335,281

TY 2024 OtherAssetsSchedule
Name:
RICHARD W GOLDMAN FAMILY FOUNDATION
EIN:
45-1261400
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST AND DIVIDENDS 13,406    
DEPOSITS IN TRANSIT 7,694,937 375,086 375,086


TY 2024 OtherExpensesSchedule
Name:
RICHARD W GOLDMAN FAMILY FOUNDATION
EIN:
45-1261400
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SOFTWARE LICENSE 5,970 0   5,970
INSURANCE 2,250 0   2,250
MEMBERSHIP DUES 830 830   0
ADMINISTRATIVE EXPENSES 1,410 0   1,410
OTHER PARTNERSHIP EXPENSES FROM K-1 ACTIVITIES 0 724,394   0
UBTI RELATED ACTIVITY 825,927 0   0


TY 2024 OtherIncomeSchedule2
Name:
RICHARD W GOLDMAN FAMILY FOUNDATION
EIN:
45-1261400
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PARTNERSHIP INCOME (LOSS) FROM K-1 ACTIVITIES 4,600 130,923 4,600
UBTI OTHER PARTNERSHIP INCOME 504,510 0 504,510


TY 2024 OtherIncreasesSchedule
Name:
RICHARD W GOLDMAN FAMILY FOUNDATION
EIN:
45-1261400
Description Amount
UNREALIZED CHANGE IN FAIR MARKET VALUE 5,509,460


TY 2024 OtherProfessionalFeesSchedule
Name:
RICHARD W GOLDMAN FAMILY FOUNDATION
EIN:
45-1261400
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 234,000 0   213,590
INVESTMENT MANAGMENT FEES 316,564 330,218   0


TY 2024 TaxesSchedule
Name:
RICHARD W GOLDMAN FAMILY FOUNDATION
EIN:
45-1261400
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 78,191 0   0
OTHER PARTNERSHIP EXPENSES - FOREIGN TAXES 0 16,880   0