MAUD AND BURTON GOLDFIELD FAMILY FOUNDATION CORPORATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: MAUD AND BURTON GOLDFIELD FAMILY FOUNDATION CORPORATION (EIN 83-0622000)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-04-10
IRS object ID: 202641009349100534
Schema version: 2025v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Depreciation Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-04-10T13:52:30-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3333 New Hyde Park Rd Ste 406	AddressLine1Txt
City	New Hyde Park	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11042	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	830622000	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Maud and Burton Goldfield Family Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Foundation Source	InCareOfNm
Business Name Control	MAUD	BusinessNameControlTxt
Phone	8008391754	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Maud Carol Goldfield	PersonNm
Person Title	President	PersonTitleTxt
Phone	8008391754	PhoneNum
Signature	2026-03-25	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jeffrey D Haskell	PreparerPersonNm
PTIN	P01345770	PTIN
Phone	8008391754	PhoneNum

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$31,534,529	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$2,048,717	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$64,480	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$64,480	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,052,043	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,052,043	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$40,851	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$17,059,285	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,907,866	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$3,124,389	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,024,389	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$67,297	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$67,297	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$28,005	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$51,589	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$51,589	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$146,891	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$67,297	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$51,589	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,293,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,293,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,439,891	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$67,297	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,344,589	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,684,498	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,957,092	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,367,821	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,764,976	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,764,976	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$10,093,477	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$9,074,429	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$9,183,135	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$14,951,613	CorporateStockBOYAmt
Corporate Stock EOY	$15,258,004	CorporateStockEOYAmt
Corporate Stock EOYFMV	$17,586,418	CorporateStockEOYFMVAmt
Total Assets BOY	$27,412,911	TotalAssetsBOYAmt
Total Assets EOY	$29,097,409	TotalAssetsEOYAmt
Total Assets EOYFMV	$31,534,529	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$27,412,911	RetainedEarningBOYAmt
Retained Earning EOY	$29,097,409	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$27,412,911	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$29,097,409	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$27,412,911	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$29,097,409	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$27,412,911	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,684,498	ExcessRevenueOverExpensesAmt
Subtotal	$29,097,409	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$29,097,409	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	Publicly-traded Securities	PropertyDesc
Gross Sales Price	$17,059,285	GrossSalesPriceAmt
Cost Or Other Basis	$15,151,419	CostOrOtherBasisAmt
Gain Or Loss	$1,907,866	GainOrLossAmt
Gains Minus Excess Or Losses	$1,907,866	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,907,866	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$41,104	InvestmentIncomeExciseTaxAmt
Subtotal	$41,104	SubtotalAmt
Tax Based On Investment Income	$41,104	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$22,400	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$22,400	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$77	EsPenaltyAmt
Tax Due	$18,781	TaxDueAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8008391754	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Alec Thunder Goldfield
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, VP	1.0	$0	$0	$0
Burton M Goldfield
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, Treas	1.0	$0	$0	$0
Maud Carol Goldfield
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, Pres, Sec	2.0	$0	$0	$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
Mercer Advisors
1200 17TH ST STE 500	DENVER	CO	80202	Investment Mgmt	$67,297
Foundation Source
55 Walls Drive Suite 302	Fairfield	CT	06824	Administrative	$51,564

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$26,349,066	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,832,632	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$29,181,698	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$29,181,698	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$437,725	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$28,743,973	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,437,199	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,437,199	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$41,104	TaxBasedOnInvestmentIncomeAmt
Total Tax	$41,104	TotalTaxAmt
Distributable Before Adj	$1,396,095	DistributableBeforeAdjAmt
Distributable Before Ded	$1,396,095	DistributableBeforeDedAmt
Distributable As Adjusted	$1,396,095	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,344,589	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$1,344,589	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,396,095	DistributableAsAdjustedAmt
Undistributed Income PY	$1,307,928	UndistributedIncomePYAmt
Prior Year1	2023	PriorYear1Yr
Prior Year2	2022	PriorYear2Yr
Prior Year3	2021	PriorYear3Yr
Qualifying Distributions	$1,344,589	QualifyingDistributionsAmt
Applied To Year1	$1,307,928	AppliedToYear1Amt
Applied To Current Year	$36,661	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$1,359,434	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AFRICAN PARKS FOUNDATION OF AMERICA
2020 PENNSYLVANIA AVE NW 254	WASHINGTON	DC	20006	N/A	PC	General & Unrestricted	$5,000
AKASHINGA INC
29476 NORTHWESTERN HWY STE 531	SOUTHFIELD	MI	48034	N/A	PC	General & Unrestricted	$5,000
ANIMAL WELFARE INSTITUTE
900 PENNSYLVANIA AVE SE	WASHINGTON	DC	20003	N/A	PC	General & Unrestricted	$10,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON RD	KANAB	UT	84741	N/A	PC	General & Unrestricted	$150,000
COLLEGE TRACK
117 BROADWAY AVE	OAKLAND	CA	94612	N/A	PC	General & Unrestricted	$50,000
CP EXTENSION INC
90 W ST APT 9J	NEW YORK	NY	10006	N/A	PC	General & Unrestricted	$2,500
ELIZABETH F GAMBLE GARDEN
1431 WAVERLEY ST	PALO ALTO	CA	94301	N/A	PC	the Horticultural Complex Project	$50,000
FRIENDS OF GREAT SALT LAKE
150 S 600 EAST STE 5D	SALT LAKE CTY	UT	84102	N/A	PC	General & Unrestricted	$5,000
FRIENDS OF THE DESERT MOUNTAINS
51500 STATE HWY 74	PALM DESERT	CA	92260	N/A	PC	General & Unrestricted	$20,000
GOOD SPORTS INC
1515 WASHINGTON ST STE 300	BRAINTREE	MA	02184	N/A	PC	General & Unrestricted	$2,500
INTERNATIONAL DOCUMENTARY ASSOCIATION
3600 WILSHIRE BLVD STE 1810	LOS ANGELES	CA	90010	N/A	PC	Derek Dodge's Film on Recycle Utah Project	$2,500
JMT WILDERNESS CONSERVANCY
10008 SE RIVER ST STE B	TRUCKEE	CA	96161	N/A	PC	General & Unrestricted	$5,000
LOS ALTOS COMMUNITY FOUNDATION
183 HILLVIEW AVE	LOS ALTOS	CA	94022	N/A	PC	MVLA Scholars Fund	$30,000
MERCY FOR ANIMALS
8033 SUNSET BLVD STE 864	LOS ANGELES	CA	90046	N/A	PC	General & Unrestricted	$35,000
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROW	MONTEREY	CA	93940	N/A	PC	General & Unrestricted	$1,000
MOONSONG MALAMUTE RESCUE INC
PO BOX 5095	BOISE	ID	83705	N/A	PC	General & Unrestricted	$10,000
MOUNTAIN TRAILS FOUNDATION INC
PO BOX 754	PARK CITY	UT	84060	N/A	PC	General & Unrestricted	$100,000
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH ST NW STE 700	WASHINGTON	DC	20001	N/A	PC	the project in the California desert to protect bighorn sheep at the Mojave National Preserve, which entails defending the park from mining and energy development proposals and advancing the wildlife crossings to completion	$20,000
NATIVE RENEWABLES INC
3111 N CADEN CT STE 130	FLAGSTAFF	AZ	86004	N/A	PC	General & Unrestricted	$5,000
NEWS LITERACY PROJECT INC
5335 WISCONSIN AVE NW SUITE 440	WASHINGTON	DC	20015	N/A	PC	General & Unrestricted	$5,000
NOVACOMM
9191 TOWNE CENTRE DR STE 150	LA JOLLA	CA	92122	N/A	SO I	General & Unrestricted	$10,000
NUZZLES & CO
6466 HIGH VIEW RD	PEOA	UT	84061	N/A	PC	to support an in-house trainer salary for hard to place dogs, particularly the large ones	$35,000
NUZZLES & CO
6466 HIGH VIEW RD	PEOA	UT	84061	N/A	PC	General & Unrestricted	$10,000
PALO ALTO HUMANE SOCIETY
PO BOX 60715	PALO ALTO	CA	94306	N/A	PC	for the care of the Barron Park Donkeys	$500
PALO ALTO SWIM CLUB
PO BOX 50340	PALO ALTO	CA	94303	N/A	PC	General & Unrestricted	$10,000
PARK CITY AQUATIC TEAM BOOSTERS INC
PO BOX 980863	PARK CITY	UT	84098	N/A	PC	General & Unrestricted	$10,000
PARK CITY CONSERVATION ASSOCIATION
PO BOX 682998	PARK CITY	UT	84068	N/A	PC	General & Unrestricted	$10,000
PENINSULA OPEN SPACE TRUST
222 HIGH ST	PALO ALTO	CA	94301	N/A	PC	Tunitas Creek Beach Project and Annual Fund	$100,000
PETS IN NEED
871 5TH AVE	REDWOOD CITY	CA	94063	N/A	PC	General & Unrestricted	$300,000
PLANNED PARENTHOOD ASSOCIATION OF UTAH
654 S 900 E	SALT LAKE CTY	UT	84102	N/A	PC	General & Unrestricted	$5,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
PO BOX 97166	WASHINGTON	DC	20090	N/A	PC	General & Unrestricted	$5,000
ROTARY DISTRICT 5170 FOUNDATION
PO BOX 1166	LIVERMORE	CA	94551	N/A	PC	Math Literacy Special Project through the Palo Alto/University Rotary Club	$2,500
SILICON VALLEY SOCIAL VENTURE FUND
350 TWIN DOLPHIN DR STE 103	REDWOOD CITY	CA	94065	N/A	PC	General & Unrestricted	$7,500
SUMMER SEARCH
2201 BROADWAY STE 100	OAKLAND	CA	94612	N/A	PC	General & Unrestricted	$5,000
SUMMIT COMMUNITY GARDENS
PO BOX 683984	PARK CITY	UT	84060	N/A	PC	General & Unrestricted	$5,000
SUMMIT LAND CONSERVANCY
1887 GOLD DUST LN STE 101	PARK CITY	UT	84060	N/A	PC	General & Unrestricted	$60,000
SWEET FARM FOUNDATION
210 HALL RD	HIMROD	NY	14842	N/A	PC	General & Unrestricted	$2,500
TEAM HYDRO FOUNDATION INC
295 E SWEDESFORD RD STE 157	WAYNE	PA	19087	N/A	PC	General & Unrestricted	$1,000
THE ELEPHANT SANCTUARY IN TENNESSEE
PO BOX 393	HOHENWALD	TN	38462	N/A	PC	General & Unrestricted	$10,000
THE LENFEST INST FOR JOURNALISM SPE ASSET FUND OF
100 S INDEPENDENCE MALL WEST ST	PHILADELPHIA	PA	19106	N/A	SO I	General & Unrestricted	$2,500
THE PALO ALTO COMMUNITY FUND
PO BOX 50634	PALO ALTO	CA	94303	N/A	PC	General & Unrestricted	$20,000
THE TECH INTERACTIVE
201 S MARKET ST	SAN JOSE	CA	95113	N/A	PC	General & Unrestricted	$10,000
TONY LA RUSSAS ANIMAL RESCUE FOUNDATION
2890 MITCHELL DR	WALNUT CREEK	CA	94598	N/A	PC	To fund a three-year research initiative focused on improving dogs' adoptability and long term well being in shelter settings	$10,000
TONY LA RUSSAS ANIMAL RESCUE FOUNDATION
2890 MITCHELL DR	WALNUT CREEK	CA	94598	N/A	PC	For continued training for Big dogs and staff	$100,000
VILLANOVA UNIVERSITY
800 E LANCASTER AVE	VILLANOVA	PA	19085	N/A	PC	General & Unrestricted	$3,000
WILDLIFE CONSERVATION NETWORK INC
209 MISSISSIPPI ST	SAN FRANCISCO	CA	94107	N/A	PC	General & Unrestricted	$15,000
YOSEMITE FOUNDATION
101 MONTGOMERY ST STE 2450	SAN FRANCISCO	CA	94104	N/A	PC	to help fund the Centennial Campaign and general operating expenses	$30,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,293,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$64,480	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,052,043	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$40,851	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,075,672	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,075,672	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	BURTON AND MAUD GOLDFIELD TRUST	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1708 Cowper Street	AddressLine1Txt
City	Palo Alto	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94301	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$2,048,717	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	TRINET GROUP, INC TNET, 15950 sh.	$1,148,561	2025-08-29
1	TRINET GROUP, INC TNET, 13083 sh.	$800,156	2025-12-17

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AVANTIS US SMALL CAP EQUITY ET	$244,920	$319,722
DIMENSIONAL INTERN HIGH PROFIT	$321,701	$419,371
DIMENSIONAL INTERNATIONAL CORE	$442,995	$653,879
DIMENSIONAL INTERNATIONAL VAL	$289,068	$431,535
DIMENSIONAL US CORE EQUITY 2 E	$783,038	$1,175,150
DIMENSIONAL US HIGH PROFITABIL	$513,092	$725,004
DIMENSIONAL US MARKETWIDE VALU	$516,057	$690,976
ISHARES BARCLAYS US AGGREGATE	$2,382,582	$2,385,634
ISHARES EDGE MSCI INTL MOMENTU	$266,963	$387,742
ISHARES MSCI USA MOMENTUM FACT	$449,200	$744,672
VANGUARD FTSE DEVELOPED MARKET	$443,033	$630,572
VANGUARD S&P 500 ETF	$768,443	$1,209,107
VANGUARD SHORT TERM CORPORATE	$3,334,956	$3,323,624
VANGUARD SM-CAP ETF	$218,187	$299,480
VANGUARD ST BOND ETF	$3,005,266	$2,958,370
VANGUARD TOTAL INTL BD IDX ETF	$1,278,503	$1,231,580

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$9,074,429	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$9,183,135	USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees	$51,405	$51,405
Postage/Delivery Service	$159	$159
State or Local Filing Fees	$25	$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Investment Management Services	CategoryTxt
Amt	$67,297	Amt
Net Investment Income	$67,297	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
990-PF Estimated Tax for 2025	$22,400
990-PF Excise Tax for 2024	$5,605