Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
WILLIAM GOLDMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 290 KING OF PRUSSIA ROAD 104
 
Room/suite
City or town
RADNOR
State or province
PA
Country  
ZIP or foreign postal code
19087
A Employer identification number

23-6266261
B Telephone number (see instructions)

6106883455
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$3,117,029
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 109,005 109,005  
4 Dividends and interest from securities... 18,281 18,281  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28
b Gross sales price for all assets on line 6a 179,028
7 Capital gain net income (from Part IV, line 2)... 28
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 127,314 127,314  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,000 13,500   24,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,460 1,230   1,230
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,528 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,936 4,968   4,968
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,288 1,144   1,144
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,212 20,842   31,842
25 Contributions, gifts, grants paid....... 145,900 145,900
26 Total expenses and disbursements. Add lines 24 and 25 ................ 201,112 20,842   177,742
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -73,798
b Net investment income (if negative, enter -0-) 106,472
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 21,550 20,439 20,439
2 Savings and temporary cash investments......... 2,684,729 2,613,593 2,613,593
3 Accounts receivable 8,590
Less: allowance for doubtful accounts   10,141 8,590 8,590
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 520,449 Click to see attachment
List of Attached Documents:
// Content
520,449
474,406
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
1
Click to see attachment
List of Attached Documents:
// Content
1
Click to see attachment
List of Attached Documents:
// Content
1
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,236,870 3,163,072 3,117,029
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,236,870 3,163,072
29 Total net assets or fund balances (see instructions)..... 3,236,870 3,163,072
30 Total liabilities and net assets/fund balances (see instructions). 3,236,870 3,163,072
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
3,236,870
2
Enter amount from Part I, line 27a .....................
2
-73,798
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,163,072
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,163,072
Form 990-PF (2025)
Form 990-PF (2025)
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 PUBLICLY TRADED SECURITIES      
b
c
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 179,028   179,000 28
b
c
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       28
b
c
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 28
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 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 1,480
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 1,480
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 1,480
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,860
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,860
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 380
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax380 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofWILLIAM GOLDMAN Telephone no. (610) 688-3455

Located at290 KING OF PRUSSIA ROAD STE 104RADNORPA ZIP+419087
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
RANDOLPH L GOLDMAN VCHAIR/TREASURER
1.00
2,000 0 0
625 E LANCASTER AVE APT 104
WYNNEWOOD,PA19096
WILLIAM R GOLDMAN CHAIRMAN
20.00
27,000 0 0
31 WEST HILLCREST AVENUE
HAVERTOWN,PA19083
ANNE B GOLDMAN TRUSTEEE
0.10
1,500 0 0
1001 CITY AVE APT WA109
WYNNEWOOD,PA19096
LOWELL H DUBROW SECRETARY
0.10
1,500 0 0
261 OLD YORK ROAD SUITE 514
JENKINTOWN,PA19046
JEFFREY L SUSMAN TRUSTEE
0.10
1,500 0 0
801 E BEACH DRIVE TW 600
GALVESTON,TX77550
JOHANNA P COX TRUSTEE
0.10
1,500 0 0
227 JUNIPER ROAD
HAVERTOWN,PA19083
RONALD M WIENER TRUSTEE
0.10
1,500 0 0
361 YOUNGSFORD PLACE
GLADWYNE,PA19035
HILARY J FORSTER TRUSTEE
0.10
1,500 0 0
24 OAKLEY ROAD
BELMONT,MA02478
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
471,649
b
Average of monthly cash balances.......................
1b
2,712,156
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,183,805
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
3,183,805
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
47,757
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,136,048
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
156,802
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
156,802
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,480
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,480
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
155,322
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
155,322
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
155,322
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, line 26, column (d) ..........
1a
177,742
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
177,742
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 155,322
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 127,610
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 177,742
a Applied to 2024, but not more than line 2a 127,610
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 2025 distributable amount..... 50,132
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
105,190
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 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MR WILLIAM GOLDMAN FOUNDATION MANAG
290 KING OF PRUSSIA ROAD SUITE 104
RADNOR,PA19087
(610) 688-3455
bThe form in which applications should be submitted and information and materials they should include:
EXCEPT FOR SCHOLARSHIP, LETTER SHOWING PURPOSE OF REQUEST AND IRS EXEMPT LETTER
cAny submission deadlines:
MARCH 15 FOR SCHOLARSHIP APPLICATIONS IN YEAR FOR WHICH APPLYING
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PRIMARILY IN METRO PHILADELPHIA AREA- INSTITUTION LISTED IN SCHOLARSHIP APPLICATIONS- QUALIFIED EXEMPT ORGANIZATION
Form 990-PF (2025)
Form 990-PF (2025)
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

ABORTION LIBERATION FUND OF PA

PO BOX 40748
PHILADELPHIA,PA10107
NONE   UNRESTRICTED 1,000

ABRAMSON SENIOR CARE

261 OLD YORK ROAD SUITE 630
JENKINTOWN,PA19046
NONE   UNRESTRICTED 1,000

ACCESS MATTERS

1700 MARKET STREET SUITE 1540
PHILADELPHIA,PA19103
NONE   UNRESTRICTED 500

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO802114488
NONE   UNRESTRICTED 1,000

BROAD STREET MINISTRY

PO BOX 22656
PHILADELPHIA,PA19110
NONE   UNRESTRICTED 1,000

CARDIOVASCULAR INSTITUTE OF PHILA

PO BOX 56598
PHILADELPHIA,PA19111
NONE   UNRESTRICTED 1,000

CARON TREATMENT SERVICES

PO BOX 150
WERNERSVILLE,PA195650150
NONE   UNRESTRICTED 1,500

CRADLES TO CRAYONS

4700 WISSAHICKON AVENUE SUITE 142
PHILADELPHIA,PA19144
NONE   UNRESTRICTED 1,000

CURTIS INSTITUTE OF MUSIC

1726 LOCUST STREET
PHILADELPHIA,PA19103
NONE   UNRESTRICTED 1,000

ELDERNET OF LOWER MERION & NARBERTH

9 SOUTH BRYN MAWR AVENUE
BRYN MAWR,PA19010
NONE   UNRESTRICTED 1,500

FEDERATION HOUSING INC

8900 ROOSEVELT BOULEVARD
PHILADELPHIA,PA19115
NONE   UNRESTRICTED 500

FOX CHASE CANCER CENTER

333 COTTMAN AVENUE
PHILADELPHIA,PA19111
NONE   UNRESTRICTED 1,000

FRANKLIN INSTITUTE

222 NORTH 20TH STREET
PHILADELPHIA,PA19103
NONE   UNRESTRICTED 1,000

FRIENDS OF FLIGHT 93 NATIONAL MEMORIAL

PO BOX 911
SHANKSVILLE,PA15560
NONE   UNRESTRICTED 1,000

GEISEL MEDICAL SCHOOL

ONE MEDICAL CENTER DRIVE
LEBANON,NH03756
NONE   UNRESTRICTED 1,000

GRATZ COLLEGE

7605 OLD YORK ROAD
MELROSE PARK,PA19027
NONE   UNRESTRICTED 1,500

HAVERFORD TOWNSHIP FREE LIBRARY

2325 WEST DARBY ROAD
HAVERTOWN,PA19083
NONE   UNRESTRICTED 1,000

HOLOCAUST & HUMANITY CENTER

1301 WESTERN AVENUE
CINCINNATI,OH45203
NONE   UNRESTRICTED 1,000

JEWISH COMMUNITY HOMES

274 S BRYN MAWR AVENUE
BRYN MAWR,PA19010
NONE   UNRESTRICTED 500

JEWISH FEDERATION OF PHILADELPHIA

2001 MARKET STREET STE 2300
PHILADELPHIA,PA19103
NONE   UNRESTRICTED 12,500

KELLY ANNE DOLAN MEMORIAL FUND

580 VIRGINIA DRIVE SUITE 110
FORT WASHINGTON,PA19034
NONE   UNRESTRICTED 1,000

KORNBERG SCHOOL OF DENTISTRY AT TEMPLE UNIVERSITY

3340 NORTH BROAD STREET LB41
PHILADELPHIA,PA19140
NONE   UNRESTRICTED 27,500

LEWIS KATZ SCHOOL OF MEDICINE AT TEMPLE UNIVERSITY

3500 NORTH BROAD STREET
PHILADELPHIA,PA19140
NONE   UNRESTRICTED 22,500

MAGEN DAVID ADOM

20 WEST 36TH STREET SUITE 1100
NEW YORK,NY10018
NONE   UNRESTRICTED 3,000

MIGHTY WRITERS

1901 S NINTH ST 622
PHILADELPHIA,PA19148
NONE   UNRESTRICTED 1,000

MONROE-MEYER INSTITUTE

985450 NEBRASKA MEDICAL CENTER
OMAHA,NE681985450
NONE   UNRESTRICTED 500

NAMI-PA MAIN LINE CHAPTER

320 WOODLEY ROAD
MERION STATION,PA19066
NONE   UNRESTRICTED 1,000

NATIONAL CONSTITUTION CENTER

525 ARCH STREET
PHILADELPHIA,PA19106
NONE   UNRESTRICTED 1,000

PENNSYLVANIA HORTICULTURAL SOCIETY

100 NORTH 20TH STREET STE 405
PHILADELPHIA,PA191031495
NONE   UNRESTRICTED 3,000

PHILABUNDANCE

3616 S GALLOWAY STREET
PHILADELPHIA,PA19148
NONE   UNRESTRICTED 2,500

PHILADELPHIA FREEDOM VALLEY YMCA

891 N EAGLE ROAD
HAVERTOWN,PA19083
NONE   UNRESTRICTED 1,000

PLANNED PARENTHOOD

1144 LOCUST STREET
PHILADELPHIA,PA191075740
NONE   UNRESTRICTED 3,000

POLICE ATHLETIC LEAGUE OF PHILA

3068 BELGRADE STREET
PHILADELPHIA,PA19134
NONE   UNRESTRICTED 1,500

POLITZ HEBREW ACADEMY

9225 OLD BUSTLETON AVENUE
PHILADELPHIA,PA19115
NONE   UNRESTRICTED 2,200

POSITIVE AGING IN LOWER MERION

117 ARDMORE AVENUE
ARDMORE,PA19003
NONE   UNRESTRICTED 1,000

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BLVD SUITE 552
SHERMAN OAKS,CA91403
NONE   UNRESTRICTED 2,500

PROJECT HOME

1515 FAIRMOUNT AVENUE
PHILADELPHIA,PA19130
NONE   UNRESTRICTED 2,500

RADNOR AMBULANCE

121 SOUTH WAYNE AVENUE
WAYNE,PA190870031
NONE   UNRESTRICTED 200

ROSEMONT COLLEGE

1400 MONTGOMERY AVENUE
ROSEMONT,PA19010
NONE   UNRESTRICTED 1,000

SAINT MARY'S CHURCH

36 ARDMORE AVENUE
ARDMORE,PA19003
NONE   UNRESTRICTED 1,000

SALVATION ARMY OF GREATER PHILADELPHIA

701 NORTH BROAD STREET
PHILADELPHIA,PA19123
NONE   UNRESTRICTED 1,500

SEMPER FI FUND

825 COLLEGE BLVD PMB 609
OCEANSIDE,CA92057
NONE   UNRESTRICTED 1,000

SPECIAL OLYMPICS PENNSYLVANIA

2570 BLVD OF THE GENERALS SUITE 124
NORRISTOWN,PA194033697
NONE   UNRESTRICTED 1,000

STMF FOUNDATION

11400 TOMAHAWK CREEK PARKWAY SUITE
240
LEAWOOD,KS66211
NONE   UNRESTRICTED 1,000

TALMUDICAL YESHIVA OF PHILADELPHIA

6063 DREXEL ROAD
PHILADELPHIA,PA19131
NONE   UNRESTRICTED 500

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA DENTAL SCHOOL

4001 SPRUCE STREET
PHILADELPHIA,PA19104
NONE   UNRESTRICTED 9,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PENN VET

3400 CIVIC CENTER BLVD ROOM 662
PHILADELPHIA,PA19104
NONE   UNRESTRICTED 7,000

US HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PLACE SW
WASHINGTON,DC200242126
NONE   UNRESTRICTED 500

USO OF PENNSYLVANIA & SOUTHERN NJ

2700 SOUTHAMPTON ROAD ROOM 228
PHILADELPHIA,PA19154
NONE   UNRESTRICTED 1,000

WALNUT STREET THEATRE

825 WALNUT STREET
PHILADELPHIA,PA191075195
NONE   UNRESTRICTED 1,000

WEITZMAN NATL MUSEUM OF AMERICAN JEWISH HISTORY

101 SOUTH INDEPENDENCE MALL EAST
PHILADELPHIA,PA191062517
NONE   UNRESTRICTED 1,000

WHYY

150 NORTH 6TH STREET
PHILADELPHIA,PA19106
NONE   UNRESTRICTED 5,000

WOMEN ORGANIZED AGAINST RAPE

1617 JOHN F KENNEDY BLVD SUITE 1100
PHILADELPHIA,PA19103
NONE   UNRESTRICTED 1,000

WOUNDED WARRIOR PROJECT

4899 BELFORT ROAD SUITE 300
JACKSONVILLE,FL32256
NONE   UNRESTRICTED 1,000

ZOOLOGICAL SOCIETY OF PHILA

3400 WEST GIRARD AVENUE
PHILADELPHIA,PA191041196
NONE   UNRESTRICTED 1,000

INDEPENDENT MEDICAL ALLIANCE

2001 L ST NW SUITE 500
WASHINGTON,DC20036
NONE   UNRESTRICTED 1,000

INTERNATIONAL RESCUE COMMITTEE

PO BOX 6068
ALBERT LEA,MN56007
NONE   UNRESTRICTED 1,000

MURPHY'S GIVING MARKET

7408 WEST CHESTER PIKE
UPPER DARBY,PA19082
NONE   UNRESTRICTED 1,000
Total ................................. 3a 145,900
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ...........
    14 109,005  
4 Dividends and interest from securities ....     14 18,281  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 28  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 127,314 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
127,314
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
WILLIAM GOLDMAN FOUNDATION
EIN:
23-6266261
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ISDANER & CO, LLC 2,460 1,230   1,230

TY 2025 InvestmentsOtherSchedule2
Name:
WILLIAM GOLDMAN FOUNDATION
EIN:
23-6266261
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
14,762.53 SHS. FRANKLIN US SECURITIES FUND AT COST 108,430 76,175
1,559 SHS. AB CORE PLUS BOND ETF AT COST 64,446 55,407
4,350 SHS. VANGUARD SHORT TERM BOND ETF AT COST 347,573 342,824

TY 2025 OtherAssetsSchedule
Name:
WILLIAM GOLDMAN FOUNDATION
EIN:
23-6266261
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST IN LITERARY PROPERTY 1 1 1


TY 2025 OtherExpensesSchedule
Name:
WILLIAM GOLDMAN FOUNDATION
EIN:
23-6266261
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
POSTAGE 94 47   47
TELEPHONE 1,303 652   651
INSURANCE 604 302   302
OFFICE EXPENSES 287 143   144


TY 2025 TaxesSchedule
Name:
WILLIAM GOLDMAN FOUNDATION
EIN:
23-6266261
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 2,528 0   0